how to integrate visio 2013 and visio services 2013 with sharepoint to create process maps, and bi...
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How to integrate Visio 2013 and Visio Services 2013 with SharePoint
to create process maps, and BI Dashboards
Knut Relbe-Moe (Avega Group)
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Knut Relbe-MoeLead Solution ArchitectTechnical Lead SharePointAvega Group AS, Oslo, 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.
I’m proud to work for:
Agenda1 What is Visio services
2 Configuring Visio Services
3 Why Visio Services
4 SharePoint integration options
5 Demo - 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 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 administration1. Need to be member of Farm administrator group2. New Visio Graphics Service
2. Create using Powershell1. Need to have minimum ADD-SPShellAdmin2. 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 fidelityNo depends on SilverlightNative support for Visio file formatDiagram consumers doesn’t need a Visio ClientAvailable across devices using desktop browsers
and mobile browsers
Users interact with contentPan, Zoom, Hyperlinks, View Shape Data
Accessible only via SharePointOn Premise / Office 365
Why Visio ServicesRefresh and recalculate data from
Multiple external sourcesConfigure using the Data linking wizard
in the client
All shapes visually refresh – not just the data GraphicsData drives Shape Behavior
Integrated into SharePoint solutionsExtensible 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 Visio3
• 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 ServicesSupports 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 blog: 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
Excel Services&PowerPivotGallery
SharePoint Lists&BCS
BCS&SQL
Custom
Data Source Best Practices
Excel Services
SharePoint Lists&BCS
BCS&SQL
Custom
• SharePoint Lists are an easy yet powerful data source
• Same farm as the Visio diagram• User needs read access to the list
• Get your data in a list and VGS can refresh from it
• Manual Edit• SharePoint Workflow• Timer Job• Web Service• PowerShell Script• Applications or Services
Data Source Best Practices
Excel Services
SharePoint Lists&BCS
SQL &SQL Azure
Custom
• BCS allows you to configure external content types for connecting to
• External SQL DBs• SQL On Premises• SQL Azure• WCF Services• Custom .NET providers
• External Lists are fully supported inVisio 2013
• BCS add-in for 2010
Data Source Best Practices
Excel Services
SharePoint Lists&BCS
SQL&SQL Azure
Custom
• Support for SQL Server 7.0 –> 2012• + SQL Azure
• No Analysis Services or Reporting Services• at least not directly
• Tables & Views• provided via Visio Data Linking dialog
• Can we refresh from Stored Procedures?• Yes!• Not available in the Visio client UI for the SQL
data source option• Configure BCS to execute the stored procedure
– connect Visio via External List
Data Source Best Practices
Excel Services
SharePoint Lists&BCS
SQL&SQL Azure
Custom
• Server Code• .NET assembly deployed to the GAC and
registered as a Trusted Data Provider for the Visio Services service application
• Implements AddonDataHandler• Returns a .NET DataSet object to Visio Services
• Client Code• Create and maintain the record set• Set the ConnectionString so Visio Services
knows to call your data provider
• Example: Visio add-in for System Center 2012 Operations Manager
Data Source Best Practices
Demo - Building A Simple BI Dashboard With Visio 2013 And
Visio Services
All demos will later be available on my blog: 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 blog: 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 JScript
Visio 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 blog: 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
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