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: knutrelbemoe@outlook.comBlog: 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