Microsoft Visio 2007 Training Session

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Presentation used during training sessions of Microsoft Visio for software developers and system administrators.

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Raas van Gaverestraat 83B-9000 GENT, BELGIUM E-mail info@orbitone.com Website www.orbitone.com

Tel. +32 9 330 15 00VAT BE 456.457.353Bank 442-7059001-50 (KBC)

Viktor Bardadym8 January, 2010

Microsoft Visio 2007 training

Why Visio? A diagram says more than 1000 words

The proof is as follows: Let ACB be a right-angled triangle with right angle CAB. On each of the sides BC, AB, and CA, squares are drawn, CBDE,

BAGF, and ACIH, in that order. From A, draw a line parallel to BD and CE. It will perpendicularly

intersect BC and DE at K and L, respectively. Join CF and AD, to form the triangles BCF and BDA. Angles CAB and BAG are both right angles; therefore C, A, and G

are collinear. Similarly for B, A, and H. Angles CBD and FBA are both right angles; therefore angle ABD equals

angle FBC, since both are the sum of a right angle and angle ABC. Since AB and BD are equal to FB and BC, respectively, triangle ABD

must be congruent to triangle FBC. Since A is collinear with K and L, rectangle BDLK must be twice in area

to triangle ABD. Since C is collinear with A and G, square BAGF must be twice in area to

triangle FBC. Therefore rectangle BDLK must have the same area as square BAGF =

AB2. Similarly, it can be shown that rectangle CKLE must have the same

area as square ACIH = AC2. Adding these two results, AB2 + AC2 = BD × BK + KL × KC Since BD = KL, BD* BK + KL × KC = BD(BK + KC) = BD × BC Therefore AB2 + AC2 = BC2, since CBDE is a square.

8 January, 2010Microsoft Visio workshop

Pythagorean Theorem

c2 = a2 + b2

Why Visio? A diagram says more than 1000 words

See!

8 January, 2010Microsoft Visio workshop

Pythagorean Theorem

c2 = a2 + b2

Attention!

Chessboard paradox

8 x 8 = 64 13 x 5 = 65

8 January, 2010Microsoft Visio workshop

8 January, 2010Microsoft Visio workshop

Before you open Visio

Define who is the target audience for your diagram. developers, project manager, the customer, outsiders, …

Always try to make diagrams that as many people as possible understand!

Start with a sketch on whiteboard (or paper)Is quick and easy, and allows you to wipe parts, change, brainstorm.

Make a picture of the whiteboard (use your mobile phone).

8 January, 2010Microsoft Visio workshop

Getting started

Demo & exercise filesC:\temp\visio\

8 January, 2010Microsoft Visio workshop

Visio glossary

Stencil

Tool selecto

r

Task pane

Shape master

ShapeConnector

Foreground page tab

Background page tab

Theme

Visio – general approach

Microsoft Visio workshop8 January, 2010

Drag & dropChoose right toolUse central places

Choose right tool

Shape handles

Toolbar

Right click on right place

8 January, 2010Microsoft Visio workshop

Choose right tool

Arrows – move objectsFine tune position:

•shift + arrows

Exercise 1Make connectors straight

Shortcut keysMultiple selection:

•shift + click•ctrl + click

Select all: •ctrl + a

8 January, 2010Microsoft Visio workshop

Use central places

Microsoft Visio workshop8 January, 2010

Document propertiesPage propertiesBackgroundsThemes

8 January, 2010Microsoft Visio workshop

Document Properties

How to open

What to enter

Where is used

Document title

Project or client

8 January, 2010Microsoft Visio workshop

Page Properties

Rename page

Where is used

Page setup

Open page setup

Use BOTH when resize or

rotate

Microsoft Visio workshop

Activity Diagramflowchart

SitemapService ArchitectureData ModelOther

(not regularly used at O1)UML diagramsGantt chartPERT networkorganisational chart (organigram),office layout,driving directions,...

Types of charts

8 January, 2010

Microsoft Visio workshop

AuthorProject Manager or developer

AudienceDevelopersTestersSometimes client/stakeholder

GoalExplain the logical flow

HowVisio template

Activity Diagram

8 January, 2010

Microsoft Visio workshop

Activity Diagram

8 January, 2010

Microsoft Visio workshop

Exercise 2: make a chart of loop

Calculate n! = 1 2 … (∙ ∙ ∙ n-1) ∙ n

8 January, 2010

Microsoft Visio workshop

Activity Diagram

For any logical sequence of some complexityShould exist BEFORE implementation starts

Keep it simpleGive brief information about what happens “connect to web service”, “write to database”, “validate user input”, …

Don’t talk about classes, method names, Nhibernate, … Be specific

No: “user gives input” > “data is saved”Yes: “user enters his personal information” > “data is saved to database”

8 January, 2010

http://en.wikipedia.org/wiki/Flowcharthttp://en.wikipedia.org/wiki/Activity_diagram

Microsoft Visio workshop8 January, 2010

Author: Project Manager

Audience: Webmasters, clients

Goal: Structure of website

How: Visio template

Sitemap

Microsoft Visio workshop

Sitemap

Representation of site structureDescribe SharePoint sites, page, navigation shortcuts

8 January, 2010

Microsoft Visio workshop8 January, 2010

Author: Project Manager or developer

Audience: System Engineer

Goal: Give an overview of the technical components of a system

How: Visio template

Service Architecture Diagram

Microsoft Visio workshop

Service Architecture Diagram

8 January, 2010

Microsoft Visio workshop

Service Architecture Diagram

Diagram with:Physical locations and servers ServicesComponentsBoundariesCommunication between the components

Where should I install what?How do the services interact?What protocols (TCP ports) are used? (firewall)

8 January, 2010

Microsoft Visio workshop

AuthorBusiness Architect or Project Manager

AudienceClient/stakeholderSometimes developer

GoalSimple representation of data and relationships

HowVisio template

Data Model

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Microsoft Visio workshop

Data Model (simplified)

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Microsoft Visio workshop

Data Model (class diagram)

8 January, 2010

Microsoft Visio workshop

Other - organsational chart

8 January, 2010

Microsoft Visio workshop

Watch red flagsClient’s logo

Keep background clean & safe

Stay connectedNo “orphan” connectors

StructureNo “Spaghetti chart”

Do’s and Dont’s

8 January, 2010

8 January, 2010Microsoft Visio workshop

Client’s logo

8 January, 2010Microsoft Visio workshop

Keep background pages clean & safe

Demo 3: overlapping chartsDon’t remove or change background headers

8 January, 2010Microsoft Visio workshop

Stay connected!

No “orphan connections”

Demo 4: link it!

8 January, 2010Microsoft Visio workshop

Basta, no more pasta!

Exercise 5: make the flowchart plain

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General guidelines

Include documentation in ALL time estimates/proposalsShow completed documentation to the customer!

Do not start development of any complex logic without an activity diagram

Use it as communication between all parties!Do not deploy on production servers without documentation

Test your documentation when deploying on staging!Do not “finish” a project without proper documentation

Write the docs during the work, not after!Store on SharePoint Intranet

8 January, 2010

Microsoft Visio workshop

Q & A’s

8 January, 2010

www.orbitone.com

Microsoft Visio workshop8 January, 2010