VISIO 2013 & VISIO SERVICES – A QUICK GUIDE#SPCNYC
Knut Relbe-Moe_July 26th, 2014
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KNUT RELBE-MOE
Lead Solution ArchitectTechnical Lead SharePointOslo, NorwayMicrosoft Certified TrainerFounder of NIWUG
Twitter: @sharePTkarmEmail: [email protected]: www.sharepointblog.noSkype: shareptkarmMobile: 0047-98224609
My Experience: SharePoint evangelist, mentor, speaker Old developer, turned Architect / ITPro Have worked with SharePoint since the 2003 version. Worked with several clients upgrading their solution from 2007/2010 to 2013. Works as a Lead Architect and advisor creating SharePoint Farm
architecture/infrastructure on many projects. With up to 25.000 users. Worked with automating the installation and configuration of SharePoint.
AGENDA1 What is Visio services
2 Configuring Visio Services
3 Why Visio Services
4 SharePoint integration options
5 How to create a Visio Drawing and show it in the Visio Webpart
6 How it works
7 How is the rendering possible
8 Demo - Visio connecting processes
9 Key Visualization Features
10 Demo - Building A Simple BI Dashboard With Visio 2013 And Visio Services
11 Commenting
12 Demo - Commenting
13 What is JSOM
14 Demo - Visio & Web Part Connections to Highlight
15 Summary / Next
WHAT IS VISIO SERVICES
Visio Services in SharePoint 2013 enables you to load, display, and interact programmatically with Visio files on SharePoint Server 2013 and Microsoft SharePoint Online.
CONFIGURING VISIO SERVICES
• Create a Visio Graphics Service service application in SharePoint Server 2013.
• 2 options:
1. Create using Central administration
1. Need to be member of Farm administrator group
2. New Visio Graphics Service
2. Create using Powershell
1. Need to have minimum ADD-SPShellAdmin
2. Windows PowerShell command prompt (that is, PS C:\>), type the following command and press Enter:
New-SPVisioServiceApplication -Identity “<VisioGraphicsServiceName>” -ServiceApplicationPool “SharePoint Web Services Default” -AddToDefaultGroup
WHY VISIO SERVICESRenders diagrams in the browser
High quality PNG for full fidelity
No depends on Silverlight
Native support for Visio file format
Diagram consumers doesn’t need a Visio Client
Available across devices using desktop browsers and mobile browsers
Users interact with content
Pan, Zoom, Hyperlinks, View Shape Data
Accessible only via SharePoint
On Premise / Office 365
WHY VISIO SERVICESRefresh and recalculate data from
Multiple external sources
Configure using the Data linking wizardin the client
All shapes visually refresh – not just the data Graphics
Data drives Shape Behavior
Integrated into SharePoint solutions
Extensible using the JavaScript API and Web part connections
SHAREPOINT INTEGRATION OPTIONS• Visio Web Access Web Part
• Build a custom page focused on a particular diagram and customize the user experience
• Web Part Connections
• Set up connections between webparts to enable predetermenied integration scenarios
• JavaScript Mash-Up API
• Write custom dash board using JavaSript, ASP.net etc
DEMO - HOW TO CREATE A VISIO DRAWING AND SHOW IT IN THE VISIO
WEBPART
All demos will later be available on my website: http://www.sharepointblog.no
HOW IT WORKS: VISIO SERVICE ARCHITECTURE
Visio Web Access
Custom Data Providers
Visio JSOM Mash-Up API
Web Part Connections
Visio Proxy
Visio Graphics Service
VDW/b/m
SharePoint Content Database
External Data Sources
Web Front End
BackendSQL
OLEDB/ODBC
XLSX SP Lists
Application Server
HOW IT WORKS: CREATING A VISIO SOLUTION
Save VSDX file to SharePoint Server 2013 or Office 365
2• Create Diagram • Use Data
Linking and Data Graphics
•View diagram in web browser•Opens diagram in Visio
3
•Click Refresh to update data graphics •Data refresh can be automated by setting interval time
4Data Source
• SharePoint List apps• Excel Services• SQL Server•OLEDB / ODBC
1
HOW IS RENDERING POSSIBLE New file format
.VSDX
Supported by all Visio 2013 editions
PNGs generated by Visio Services
Supports everything Shape data
Hyperlinks
Images and clipart
Files are read only on the server (except for commenting) Updates are cached per user session
DEMO - VISIO CONNECTING PROCESSES
All demos will later be available on my website: http://www.sharepointblog.no
KEY VISUALIZATION
FEATURES
• Data linking
• Import data to your diagram
• The data is cached in the VSDX file for portability / offline use
• Link data to shapes
• Link record replicated in Shape Data Properties
KEY VISUALIZATION
FEATURES
• Data graphics
• Surface Shape Data values
• Represhable shape geometry
• Icon sets
• Text Callouts
• Data bars
• Color by value
• Shape behavior
• All Visio shapes are evaluted for rendering
• Build Shapes that repond to data changes
• Drive geometry, formatting, text etc via the ShapeSheet
SUPPORTED REFRESHABLE DATA SOURCES
• SharePoint On-Premise
• Office 365
DEMO - BUILDING A SIMPLE BI DASHBOARD WITH VISIO 2013 AND
VISIO SERVICES
All demos will later be available on my website: http://www.sharepointblog.no
COMMENTING Commenting using the Client
View and Edit comments in the Client
Commenting using Visio Services View and Edit comments in the browser
Allows teams to get feedback without installing the client
Comments stored as part of the Visio file (.vsdx)
Backward compability Old comments converted to new for the new file format
New comments converted to old for old clients
DEMO - COMMENTING
All demos will later be available on my website: http://www.sharepointblog.no
WHAT IS JSOM
• What is JSOM?
• A JavaScript based object model for communicating with the Visio Web Access web part
Web Part Page
Visio Web Access Web
Part
Content Editor Web Part
Document Library
File containing JScriptVisio Diagram
WHAT IS JSOM• What can you do with it?
• Read shape data, hyperlinks, comments
• Select shapes
• Add highlights and overlays (HTML + HTML5)
• Respond to mouse events
• Change the pan and zoom settings
• Navigate pages and diagrams ( drill down )
DEMO - VISIO & WEB PART CONNECTIONS TO HIGHLIGHT
All demos will later be available on my website: http://www.sharepointblog.no
• Easy to set up • Easy to create diagrams with Visio• Need Enterprise License• Visio provides lots of tools to create diagrams• Callouts• Stock graphics• Use other images
• Excel Services• Requires additional considerations
• Users• Interaction• No need for client
SUMMARY
Thank you!SPECIAL THANKS TO:
Chris Hopkins
Thomas Browet
Alan Richards
Don Kirkham
Bjørn-Harald Rapp
• Chris Hopkins blog: • http://blogs.msdn.com/b/chhopkin/
• Can find much information on Internet, Microsoft have many Visio Webinars
• https://www.youtube.com/watch?v=NLJPonmyw5o• https://www.youtube.com/watch?v=zgf9UtuB1D8
• Technet:• http://technet.microsoft.com/en-us/library/ee663482(v=office.15).aspx• http://technet.microsoft.com/en-us/library/ee663485(v=office.15).aspx
WANT MORE INFORMATION/DEEP DIVE?
THANK YOU EVENT SPONSORS
• Please visit them and inquire about their products & services
• To win prizes make sure to get your bingo card stamped by ALL sponsors