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Stepping Up 
to Microsoft BizTalk 2013 R2 
Brought to you by:
Nothing strikes 
fear 
in the hearts of 
IT managers 
more than a major 
software upgrade
But if you follow a few simple steps, 
the upgrade to BizTalk 2013 R2 can be 
a bright spot 
in your software upgrade history
Step 
1 
Strongly Consider Working with 
an outside partner
Step 
1 
Regardless of the depth of your 
internal BizTalk talent, an upgrade 
of this importance should almost 
certainly make you consider the 
help of an outside partner. If your 
BizTalk team is like most, they are 
already maxed out on regular 
BizTalk work. 
Equally important is the neutral 
outsider’s view that a partner can 
bring to the upgrade. Outside 
consultants are governed by their 
ability to successfully complete 
projects; and the opportunity to 
help you complete your BizTalk 
upgrade will bring out the best in 
the best. 
Furthermore, the right partner can provide extensive 
migration experience and reduce the risk of typical 
unforeseen pitfalls you may encounter.
Step 
2 
Build 
a roadmap 
and a timeline
Step 
2 
Some organizations have 
seasonal spikes in the business 
processes handled through their 
BizTalk environment. Others do 
not. Regardless of your 
company’s operations, you’ll 
want to carefully develop a 
timeline for your BizTalk upgrade. 
This is a process where your 
partner can be invaluable 
because they have already 
handled other upgrades and can 
ensure that your timeline and 
roadmap are realistic. 
Your partner can walk you 
through a questionnaire and 
provide the best approach on 
migrating the platform, 
upgrading solutions, testing 
deployments, and stabilizing 
production. Additionally, the 
partner can provide a tailored 
plan and timeline that can get 
you up and running in BizTalk 2013 
R2 seamlessly with little or no 
downtime.
Step 
3 
Build 
a history
Step 
3 
First, build a completely accurate map 
of how your BizTalk works and how your 
BizTalk behaves over time through your 
company´s business cycles. Evaluate 
your flows and processes, learn what is 
good and what is yet to be improved. 
What is key? 
• Point out problem areas prior to the 
upgrade. It allows you to solve small 
issues that can become much bigger 
after the upgrade. 
• Visualize your entire BizTalk 
environment and each individual 
business process. It gives you a 
reference for all of the pieces that 
will be affected by the upgrade. 
You can do all that with AIMS for BizTalk, 
the pure BizTalk monitoring tool. It is 
essential for ensuring a smooth 2013 R2 
upgrade. 
Second, it is essential to evaluate the 
operational management of your BizTalk 
environment. 
• Who takes care? 
• Are you satisfied of how things go? 
• Do you feel confident? 
Your upgrade partner guides you 
through the entire process. Experts help 
you build and evaluate your history, 
determine where you want to go, and 
how. A partner like Codit has the tools 
and the experience you need to do just 
that. On the operational level, their 
Managed Services team is ready to 
take over the full operational 
responsibility of your BizTalk environment. 
Over 30 customers worldwide rely on 
Codit Managed Services. Are you ready 
to feel this safe?
Step 
4 
Build an ALM* ecosystem and 
an upgrade 
environment 
*Application Lifecycle Management
Step 
4 
If you don’t feel like turning the tide when it gets tough, 
take your precautions. Application Lifecycle Management 
will be important through the 2013 R2 upgrade process. 
ALM eliminates manual interactions: think off automated 
build, automated testing, automated deployment… 
and allows you to ensure that on each environment within 
your company, the same version of your applications is 
being released.
Step 
5 
Begin the actual Business Process 
migration
Step 
5 
Once you and your partner have agreed that your current BizTalk 
environment is at a healthy state, you have a good ALM ecosystem in 
place and the operational management of your BizTalk environment is in 
safe hands, it will be time to begin actual production migration of your 
business processes. 
As each process is migrated, it is 
key to always know what 
happens. 
AIMS for BizTalk will again begin 
gathering data. Imagine the 
power of comparing the 
performance of your upgraded 
BizTalk environment to your pre-upgrade 
statistics, at the system, 
business process or port level 
level. 
Or you can hire a partner like 
Codit who keeps an eye on your 
operations 24/7 for you. They 
monitor your system and take 
actions even before issues arise, 
are always at your fingertips 
when you need them, and have 
a team of integration specialists 
within reach to help you deal with 
your next major BizTalk challenge.
Step 
+ 
As an optional step, have your partner develop an 
assessment and 
remediation plan 
as a best practice solution
Step 
+ 
Your 2013 R2 upgrade may be 
the perfect opportunity to have 
your partner assess integration 
patterns and screen your 
solutions. 
As your partner migrates 
solutions, it’s a great time to 
implement and tweak your 
solutions, to optimize your 
business processes and to ensure 
your BizTalk environment is 
perfectly manageable. 
Just remember that your internal 
teams can never built up the 
same experience your partner 
offers. Use their experience 
gained in so many customer 
implementation and upgrade 
projects. Hire their profound 
expertise in the integration field. 
Trust upon their deep 
technological knowledge of 
BizTalk. 
Codit will help you to maximize the investments in your integration environment and 
hence, your entire technology landscape. All while you can focus on your core 
business.
Step 
6 
Once operational, 
continue 
monitoring
Step 
6 
Once the celebration for a job 
well-done is over, BizTalk will 
continue to tirelessly operate. 
Make sure that you have a good 
operational team in place to 
ensure the continuity of your 
business operations in BizTalk. It 
may be your team, a 
collaboration with a specialist 
BizTalk Managed Services team or 
a full handover of the 
responsibility to the latter. 
If your internal BizTalk staff is 
overwhelmed or still developing, 
please talk with your partner 
about their Managed Services 
offering. This way you free time to 
have your teams focus on added 
value tasks. Codit Managed 
Services is your partner who will 
monitor your environment 24/7 
and quickly help you diagnose 
and fix any issues that may arise 
over time. Codit will also schedule 
regular reviews where all 
performance metrics can be 
easily digested by any and all of 
your stakeholders.
As your partners, we’re ready. 
www.upgrademybiztalk.com

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How to make your BizTalk 2013 R2 a success?

  • 1. Stepping Up to Microsoft BizTalk 2013 R2 Brought to you by:
  • 2. Nothing strikes fear in the hearts of IT managers more than a major software upgrade
  • 3. But if you follow a few simple steps, the upgrade to BizTalk 2013 R2 can be a bright spot in your software upgrade history
  • 4. Step 1 Strongly Consider Working with an outside partner
  • 5. Step 1 Regardless of the depth of your internal BizTalk talent, an upgrade of this importance should almost certainly make you consider the help of an outside partner. If your BizTalk team is like most, they are already maxed out on regular BizTalk work. Equally important is the neutral outsider’s view that a partner can bring to the upgrade. Outside consultants are governed by their ability to successfully complete projects; and the opportunity to help you complete your BizTalk upgrade will bring out the best in the best. Furthermore, the right partner can provide extensive migration experience and reduce the risk of typical unforeseen pitfalls you may encounter.
  • 6. Step 2 Build a roadmap and a timeline
  • 7. Step 2 Some organizations have seasonal spikes in the business processes handled through their BizTalk environment. Others do not. Regardless of your company’s operations, you’ll want to carefully develop a timeline for your BizTalk upgrade. This is a process where your partner can be invaluable because they have already handled other upgrades and can ensure that your timeline and roadmap are realistic. Your partner can walk you through a questionnaire and provide the best approach on migrating the platform, upgrading solutions, testing deployments, and stabilizing production. Additionally, the partner can provide a tailored plan and timeline that can get you up and running in BizTalk 2013 R2 seamlessly with little or no downtime.
  • 8. Step 3 Build a history
  • 9. Step 3 First, build a completely accurate map of how your BizTalk works and how your BizTalk behaves over time through your company´s business cycles. Evaluate your flows and processes, learn what is good and what is yet to be improved. What is key? • Point out problem areas prior to the upgrade. It allows you to solve small issues that can become much bigger after the upgrade. • Visualize your entire BizTalk environment and each individual business process. It gives you a reference for all of the pieces that will be affected by the upgrade. You can do all that with AIMS for BizTalk, the pure BizTalk monitoring tool. It is essential for ensuring a smooth 2013 R2 upgrade. Second, it is essential to evaluate the operational management of your BizTalk environment. • Who takes care? • Are you satisfied of how things go? • Do you feel confident? Your upgrade partner guides you through the entire process. Experts help you build and evaluate your history, determine where you want to go, and how. A partner like Codit has the tools and the experience you need to do just that. On the operational level, their Managed Services team is ready to take over the full operational responsibility of your BizTalk environment. Over 30 customers worldwide rely on Codit Managed Services. Are you ready to feel this safe?
  • 10. Step 4 Build an ALM* ecosystem and an upgrade environment *Application Lifecycle Management
  • 11. Step 4 If you don’t feel like turning the tide when it gets tough, take your precautions. Application Lifecycle Management will be important through the 2013 R2 upgrade process. ALM eliminates manual interactions: think off automated build, automated testing, automated deployment… and allows you to ensure that on each environment within your company, the same version of your applications is being released.
  • 12. Step 5 Begin the actual Business Process migration
  • 13. Step 5 Once you and your partner have agreed that your current BizTalk environment is at a healthy state, you have a good ALM ecosystem in place and the operational management of your BizTalk environment is in safe hands, it will be time to begin actual production migration of your business processes. As each process is migrated, it is key to always know what happens. AIMS for BizTalk will again begin gathering data. Imagine the power of comparing the performance of your upgraded BizTalk environment to your pre-upgrade statistics, at the system, business process or port level level. Or you can hire a partner like Codit who keeps an eye on your operations 24/7 for you. They monitor your system and take actions even before issues arise, are always at your fingertips when you need them, and have a team of integration specialists within reach to help you deal with your next major BizTalk challenge.
  • 14. Step + As an optional step, have your partner develop an assessment and remediation plan as a best practice solution
  • 15. Step + Your 2013 R2 upgrade may be the perfect opportunity to have your partner assess integration patterns and screen your solutions. As your partner migrates solutions, it’s a great time to implement and tweak your solutions, to optimize your business processes and to ensure your BizTalk environment is perfectly manageable. Just remember that your internal teams can never built up the same experience your partner offers. Use their experience gained in so many customer implementation and upgrade projects. Hire their profound expertise in the integration field. Trust upon their deep technological knowledge of BizTalk. Codit will help you to maximize the investments in your integration environment and hence, your entire technology landscape. All while you can focus on your core business.
  • 16. Step 6 Once operational, continue monitoring
  • 17. Step 6 Once the celebration for a job well-done is over, BizTalk will continue to tirelessly operate. Make sure that you have a good operational team in place to ensure the continuity of your business operations in BizTalk. It may be your team, a collaboration with a specialist BizTalk Managed Services team or a full handover of the responsibility to the latter. If your internal BizTalk staff is overwhelmed or still developing, please talk with your partner about their Managed Services offering. This way you free time to have your teams focus on added value tasks. Codit Managed Services is your partner who will monitor your environment 24/7 and quickly help you diagnose and fix any issues that may arise over time. Codit will also schedule regular reviews where all performance metrics can be easily digested by any and all of your stakeholders.
  • 18. As your partners, we’re ready. www.upgrademybiztalk.com