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BizTalk 2010 Recipes : Business Activity Monitoring - Setting Up BAM Alerts

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5/24/2011 11:31:20 AM

1. Problem

You have to set up BAM to capture data analysis on your BizTalk processes. You need to monitor these processes and set up alerts based on business process conditions.

2. Solution

BizTalk's BAM tool enables alerts to be set up based on business data and associated query conditions. In this sample, you will be setting a BAM alert on a condition where the sales price of a good is less than $1.

NOTE

BAM alerts rely on the creation of a BAM view deployment.

The following steps show how to create a BAM alert:

  1. Open the BAM portal by navigating to Start => All Programs => BizTalk Server 2010 => BAM Portal Website.

  2. On the portal home page, select the BAM view in the left pane.

    NOTE

    The portal will display all the deployed BAM views. Alerts are set up per BAM view.

  3. Click the Activity Search link; Figure 1 shows the Activity Search page.

    Figure 1. Activity search
  4. Select your search criteria for the activity, and click Set Alert.

    NOTE

    It might be a good idea to execute the query first to provide a sanity check on the query results. You can set up an alert before or after query execution.

  5. The Alert Details screen will now display. At this screen, enter the details for your alert:

    • Name: Enter the name of the alert.

    • Message: Describe the message that should be displayed when the alert is fired.

    • Priority: Assign relative priority. This would be used as a priority identifier within your solution.

    • Alert Security: Allow this alert to be seen and used by other users.

  6. Click Save Alert to save the alert details, as shown in Figure 2.

    Figure 2. Alert details
  7. Next, you must set up a subscriber to identify who should be notified and when the alert is fired, so click the Add Subscriber button. The Add Subscriber dialog box appears, as shown in Figure 3.

    Figure 3. Add Subscriber dialog box
  8. In the Add Subscriber dialog box, select the transport option for the alert. In BAM alerting, you can set up subscribers for either an email address or a file location.

  9. Click the Save button to complete the subscriber setup.

  10. This completes the subscriber setup. Now, to review your newly created alert and subscription, click the Alert Management node under your view. On this page, you can view a list of alerts and associated alert and subscription detail, as shown in Figure 4.

    Figure 4. Completed alert
  11. Finally, review that your subscription works. In this sample, you set up a subscription for a file location. Run your business process with data that will cause the alert to fire. When this occurs, an alert should be found in the alert location, as shown in Figure 5.

Figure 5. BAM alert

NOTE

The alert location is a static location, set up during BizTalk installation. This location should be shared and assigned with appropriate Active Directory permissions/security. In this sample, the share location was \\localhost\alerts.

3. How It Works

BAM is a powerful tool in BizTalk that allows a solution that you can configure to monitor data passed through BizTalk without performing large amounts of custom development. BAM is based on SQL Server Reporting Services, and events are fundamentally triggered via SQL Server Notification Services. You must consider these prerequisites to successfully enable a BAM deployment:

  • Infrastructure: Ensure your SQL Server environment and Windows server security configuration are all in working order. This can be problematic and a necessary step in ensuring a secure environment.

  • BAM workbook: A BAM workbook with associated activities must be deployed in order to access BAM activity searches, aggregations, and associated alerts in the BAM portal.

  • Tracking Profile Editor: You must deploy a Tracking Profile Editor to see queries and alerts within the BAM portal.

  • BAM alerts location: You must specify a location to drop file alerts during installation/setup.

You can configure BAM alerts for aggregate or individual data conditions. You can create an alert initially or modify one after creation. An alert can be fired based on a condition of a row of data or as a condition of a summary of data (aggregate). To enable this, you have to set up individual data conditions by setting the alert in the activity search page (demonstrated in this sample) and set up aggregate alerts via acting on the pivot table on the Aggregations tab. Figure 6 shows this step.

Figure 6. BAM alert

You can set subscribers for BAM alerts via two transport mechanisms:

  • Email: Any valid email address or group alias, such as [email protected]. A link to the alert detail will be provided in the e-mail body.

  • File: Alerts will be dropped to the file location specified during product install.

A receive location can be set up to allow consumption back into the BizTalk process for further examination and process action. In addition, aggregate alerts can have threshold limits set to ensure that subscribers are not saturated with repeated messages.

When deploying alerts, it is important to remember the testing aspects and notification success. If a file alert cannot be published as a result of incorrect setup, the alert can be lost. An error will be indicated in the application event log. However, the alert instance itself cannot be salvaged.

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