Visio 2010 Tips and Techniques Advanced Concepts and Solutions Mr. David A. Edson, M.Arch., MCP, MVP Visibility.biz CTE / Director of Consulting Services david@visibility.biz Wendy McGill Visio Solution Specialist Northwest District Office: 415-972-6574 wendymc@microsoft.com
Seminar Agenda 9:00-11:30 Visio 2010 Essentials Tips and Techniques 11:30-1:00 Lunch, roundtable discussion w/dave 1:00-3:30 Visio 2010 Advanced Tips and Techniques
Visio 2010 Focus Areas Ease of Use Connect data to shapes Process Management, Sharepoint Workflow Visio Services for Sharepoint
Process Diagram Data- Driven Diagram Business Diagrams Visio 2010 SKUs - New Features New Key Features Standard Professional Premium New Ribbon UI & Dynamic Preview Quick shape & Shape window Auto Align & Space Insert and Delete Shapes Auto Size (Infinite Page) Container Object New Cross Functional Flowchart Backstage DWG Enhancement Data legend & New Data Graphics UI Excel Services support Visio Services Six Sigma / Compliance stencils SharePoint Workflow Template BPMN Template Insert Subprocess Structured Diagram Validation Workflow Visualization Step-up Step-up
Visio 2010 Process Investments Experiences Ease of Use Structure SharePoint Integration Diagrams Basic Flowchart Cross-functional Flowchart SharePoint Workflow BPMN Six Sigma Features Align & Space Containers SharePoint Workflow Validation Insert & Delete Callouts Sub-process Repository Change Direction Lists Visual Refresh Auto Page Size Foundation Layout Structured Diagrams Drawing Surface Incremental Layout Layout Regions Cross-functional Layout Avoid Page Breaks Flowchart Routing Container Management Callout Management List Management Structured Diagram API Connectivity API AutoConnect Dynamic Grid Smooth Transitions Display Level NoQuickDrag
Data + Diagram Helps Address Information Overload Data overlaid on diagram Puts information in context making it more meaningful Identifies trends and exceptions at a glance Enables quick and better decisions Visio 2010 diagrams can be connected to multiple data sources including Microsoft Excel, Access, SQL Server, SharePoint Services, or any OLEDB (Object Linking and Embedding Database) or ODBC (Open Database Connectivity) data source
Session Agenda 14 Advanced Process Modeling (BPMN) Data Connectivity & Data Graphics Understanding Visio Services Database Modeling Logical & Physical Network Diagrams Timeline Diagramming Visio Custom Reports Introduction to Extending Visio Through ShapeSheets and Object Model Automation
Advanced Process Modeling (BPMN) 15
Advanced Process Modeling (BPMN) BPMN SmartShapes Subprocesses Process Validation SharePoint Workflow Diagrams 16
Advanced Process Modeling (BPMN) BPMN SmartShapes BPMN Basic Shapes BPMN Events 17
DEMO BPMN SmartShapes
Advanced Process Modeling (BPMN) Subprocesses Create New Link To Existing Create Drom Selection 19
DEMO Subprocesses
Advanced Process Modeling (BPMN) Diagram Validation Check Diagram Rules To Check Issues Window Ignoring Issues Importing Rules 21
DEMO Diagram Validation
Advanced Process Modeling (BPMN) SharePoint Workflow Diagrams Import SharePoint Workflow Export SharePoint Workflow 23
DEMO SharePoint Workflow Diagrams
Data Connectivity & Data Graphics 25
Data Connectivity & Data Graphics Data Connectivity External Data Link Data To Shapes Automatically Link Refresh All Data Graphics Data Graphics Data Legends 26
Data Connectivity & Data Graphics Data Connectivity External Data Link Data To Shapes Automatically Link Refresh All 27
DEMO Data Connectivity
Data Connectivity & Data Graphics Data Graphics Data Graphics Data Legends 29
DEMO Data Graphics
Understanding Visio Services Publish VDW file to SharePoint Server 2010 Data Consumer Views data-linked diagram in web browser Can open the diagram in Visio Import latest data to update Data Graphics Data Consumer Updates Data Graphics by clicking refresh button Data refresh can be automated by setting interval time Content Creator Create Data-linked Diagram just as in Visio 2007 Data Source Excel Services SharePoint Service List SQL Server OLEDB / ODBC 31
Understanding Visio Services The New Visio *.VDW Diagram Type SharePoint Data Providers Saving Visio Diagrams to SharePoint Refreshing Visio Diagrams in SharePoint Data Graphics ONLY Update 32
DEMO Understanding Visio Services
Database Modeling 34
Database Modeling Reverse Engineering a Data Source Documenting the Data Source Changing the Data Source Schema Methods for Updating the Data Source via Visual Studio.NET 2003 or 2005 Enterprise Architect Edition 35
DEMO Database Modeling
Logical & Physical Network Diagrams 37
Logical & Physical Network Diagrams Logical Network Topologies Physical Network Diagrams Rack Diagrams 38
Logical & Physical Network Diagrams Logical Network Topologies 39
DEMO Logical Network Topologies
Logical & Physical Network Diagrams Physical Network Diagrams Rack Diagrams 41
DEMO Rack Diagrams
Timeline Diagramming 43
Timeline Diagramming Choosing & Creating the Timeline Adding Milestones Adding Intervals Creating Expanded Timelines Additional Timeline Features Exporting Timelines to Microsoft Project Importing Timelines from Microsoft Project 44
DEMO Timeline Diagrams
Visio Custom Reports 46
Visio Custom Reports Predefined Report Definitions Report Output Formats Creating Custom Report Definitions Editing & Reusing Report Outputs as Inputs for Data Connectivity 47
DEMO Visio Custom Reports
Visio Personalization & Automation 49
Introduction to Extending Visio Through ShapeSheets and Object Model Automation Introduction to ShapeSheet Programming Introduction to Visio Automation via the Visio Object Model An Example of Visio Automation The London Underground 50
Introduction to Extending Visio Through ShapeSheets and Object Model Automation Introduction to ShapeSheet Programming Introduction to Visio Automation via the Visio Object Model 51
DEMO The Visio ShapeSheet
DEMO The Visio Automation Interface
Introduction to Extending Visio Through ShapeSheets and Object Model Automation An Example of Visio Automation The London Underground 54
DEMO The London Underground
visibility.biz Visibility.biz The visualization division of Milestone Consulting Group, Inc. Visualizing your Business www.visibility.biz 17+ years of Visio expertise Consulting Services & Custom Visio Solutions Education for Visio Usage & Developer Training Additional Information: http://www.visibility.biz Sister company Milestone Consulting Group, Inc. provides Consulting & Educational Services for Microsoft Project and Project Server www.milestoneconsultinggroup.com 56
Resources Visio 2007=>2010 Interactive Guides http://office.microsoft.com/en-us/outlook-help/learn-where-menu-and-toolbarcommands-are-in-office-2010-ha101794130.aspx#_toc256784678 Visio 2010 Toolbox http://visiotoolbox.com/2010/ BI, Visio Services, BPM demos http://visiotoolbox.com/2010/business-intelligence.aspx http://visiotoolbox.com/2010/visio-services.aspx http://visiotoolbox.com/2010/process-management.aspx Visio Services planning & deployment http://technet.microsoft.com/en-us/library/ee663482.aspx http://technet.microsoft.com/en-us/library/ee524059.aspx Visio Insights Product Team Blog http://blogs.msdn.com/b/visio/ Visibility.biz http://www.visibility.biz
Downloadable Resources.PDF version of the Presentation Slides.PDF version of the 85+ page Tips & Techniques Handout 58
Download & Install Visio 2010 Go to http://www.visiotoolbox.com
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