Smart Diagrams for IT Pros David Parker, bVisual ltd

 Microsoft MVP (Visio)  Microsoft MCP (Visio, SQL)  Pre-Microsoft acquisition  Visio Business Partner,  Speaker at Visio Conferences 1997 &1998  Started bVisual in 1998  Post-Microsoft acquisition  Microsoft Visio Solution Provider since 1999  Speaker at Microsoft Office Visio Conferences 2006 & 2008  Visio Solution Provider Training for Microsoft EMEA  Visualizing Information with Microsoft Office Visio 2007  McGraw-Hill,  DataLegends – Visio add-in to add Data Graphic legends  WBS Modeler for Visio and Project   Visio Blog

1. Review of Basics 2. Shape Data and User Defined Cells 3. Linking Data to Shapes 4. Connecting Items to Each Other 5. Summarizing Information with PivotDiagrams 6. Database Wizard 7. Using Data Graphics to Reinforce Information 8. Using Smart Tags and Actions 9. Creating Reports 10. Themes, Backgrounds, Borders, and Titles 11. Creating Custom Templates, Stencils, and Masters 12. Reviewers’ Comments 13. Preparing for Publication 14. Using Code to Enhance Functionality 15. Document Management and Security 16. Scenarios 17. Epilogue

 Visualise complex information to better understand it  Analyse information to identify trends and issues and act on them  Communicate using diagrams that can be shared with a broad audience  Customise and extend Office Visio 2007 programmatically to fit customised needs

Templates in Categories Some templates load Add-ons

 Standalone Editions  Office Visio 2007 Standard  Database wizard  Office Visio 2007 Professional  Data connectivity (new)  Database reverse engineering  UML models  Visual Studio 2005 Enterprise Architect  Visio 2003 Enterprise Architect  Database forward engineering  UML code generation

 Drawing, Template and Stencil files  Binary (*.vsd, *.vst, *.vss)  XML (*.vdx, *.vtx, *.vsx)  XML files  7-10 larger than binary  Not yet a zip file (like the big three Office 2007 applications) with sub-folders and files  Files compatible with Visio 2003  Unless using new ShapeSheet formulae

Visio Drawing Graphics Data Source Web Browser Prints Reports ImportLinkDisplay>>>Communicate Data Shape

 Custom Properties  Definable cells in each shape to hold data  Limited data typing  Some Masters delivered with them  Database Wizard  Copies data to/from data source fields to shape cells  Only one data source per shape  Uses ODBC  Read and Write (optional)  Refresh on demand

 Shape Data  Renamed from Custom Properties  Link Data to Shapes  Multiple data sources per shape  Read only  Uses Office Data Connections (*.odc files)  PivotDiagrams  Diagrammatic version of PivotTables (but slower)  Uses Office Data Connections (*.odc files)  Data Graphics  Data sensitive text and graphics on shapes

 The Microsoft Active Directory Topology Diagrammer reads an Active Directory configuration using ActiveX Data Objects (ADO), and then automatically generates a Visio diagram of your Active Directory and /or your Exchange 200x Server topology. The diagrams include domains, sites, servers, administrative groups, routing groups and connectors and can be changed manually in Visio if needed.  milyID=cb42fc06-50c7-47ed-a65c &DisplayLang=en milyID=cb42fc06-50c7-47ed-a65c &DisplayLang=en

 Visio Add-In that enables Business Analysts to create business orchestrations that can be implemented using BizTalk Server 2006  x?FamilyID=5c731f68-5a4c-4faf-a18d- 43d c8&DisplayLang=en x?FamilyID=5c731f68-5a4c-4faf-a18d- 43d c8&DisplayLang=en

 The Microsoft Office Visio 2007 WBS Modeler improves the project planning process by generating Project Plans from a Work Breakdown Structure (WBS) using a graphical representation of elements.  x?FamilyID=34c28a49-e14c-4a7d-8d fe08ab4&DisplayLang=en x?FamilyID=34c28a49-e14c-4a7d-8d fe08ab4&DisplayLang=en

 This download contains a Microsoft Office Visio stencil with shapes for Microsoft Exchange Server  x?FamilyID=45f7ea49-ceb2-4b04-8d46- 2b0ae5e10694&DisplayLang=en x?FamilyID=45f7ea49-ceb2-4b04-8d46- 2b0ae5e10694&DisplayLang=en

 The Office Communications Server 2007 Visio stencil contains icons for Office Communications Server 2007 server roles and components.  x?FamilyID=543705f6-d02a-436e-8b34- 5c a&DisplayLang=en x?FamilyID=543705f6-d02a-436e-8b34- 5c a&DisplayLang=en

 Download SQL Server 2005 Data Mining Add- ins for Office This package includes two add-ins for Microsoft Office Excel 2007 (Table Analysis Tools and Data Mining Client) and one add-in for Microsoft Office Visio 2007 (Data Mining Templates).  x?FamilyID=7c76e8df c3b-a99b- 55b17f3c4c51&DisplayLang=en x?FamilyID=7c76e8df c3b-a99b- 55b17f3c4c51&DisplayLang=en

 The Microsoft Office Visio 2007 Connector for Microsoft Baseline Security Analyzer (MBSA) lets you view the results of an MBSA scan in a clear, comprehensive Microsoft Office Visio 2007 network diagram.  x?FamilyID=95e0f821-9c2c c1205e08ef&DisplayLang=en x?FamilyID=95e0f821-9c2c c1205e08ef&DisplayLang=en

 Download the Visio add in and the web server component to connect and generate datasets to connect to your existing diagrams or auto generate your diagrams for your infrastructure monitoring needs. See your data from OpsManager and ConfigManager live in Visio diagrams.  milyID=521b3884-1eda-4b9d-8ad7- 67d00fe9ce8a&displaylang=en&Hash=t8clem7dZDwimL 32n1JJsW%2frz%2f2dGTAaQeI1XI0IKF1DiXbdjTA5pm4g nKEc%2f%2foFUtJ%2fxHHUyj2Rsp6G6YUkYw%3d%3d milyID=521b3884-1eda-4b9d-8ad7- 67d00fe9ce8a&displaylang=en&Hash=t8clem7dZDwimL 32n1JJsW%2frz%2f2dGTAaQeI1XI0IKF1DiXbdjTA5pm4g nKEc%2f%2foFUtJ%2fxHHUyj2Rsp6G6YUkYw%3d%3d

 Start at VisioCafe 

 Any shape can have Shape Data

 Been around since 1996  Uses ODBC data sources - Read and/or Write  Single link per shape - Refresh on demand

 Drag and drop shapes  Select record  Data imported

 Same Master used for whole table/view  Shapes added to page

 Data / Link Data to Shapes…

 Right mouse menu in External Data Window  Name data columns to match Shape Data labels

 Select a Master – Drag data row(s)  Select a Shape – Drag a data row onto it  Shape Data key field(s) contain values - AutoLink

 Basic Data Graphics usually added by default

Right mouse menu

 Either File / New /Business / PivotDiagram  Or Data / Insert PivotDiagram…  Create a new connection or use an existing one

 Total Pivot Node automatically added at the top left of page

 Breakdown data into Categories  Sort  Merge  Promote  Collapse

 Uses Master from any stencil to reinforce node type

 Import Cubes or Perspectives

 Text  Data Bar  Icon Set  Color By Value

 Text values, with optional label

 Variable size depending on data value

 Maximum of 5 icons per set, specify values for icon display

 Colours can be customised

 Legends for Icon Sets & Color By Value

Visio Viewer Visio Drawings Data Diagramming ML Save As Web Visio Engine Visio SDK ShapeStudio Tools & Wizards Sample code ShapeSheet, Smart Shapes.NET Primary Interoperability Assemblies (PIAs) Visio Object Model (COM) Visio Drawing Control (ActiveX ) Full Visio Client App Extensibility Support VSTO Add-in COM Add-in Add-ons VBA

 Legends for:-  External Data recordsets  Data Graphic Icon Sets  Color By Value  PLUS extra Data Graphic Callouts for:-  Headings  Text Callouts  Data Bars  Icon Sets

 Link Data to Shapes  Automation

 Connecting  Layouts  PivotDiagrams

 For companies  New Microsoft Certified Partner Specialization  Information Worker Competency  Data Visualization Specialization   For developers  New MCP Exam  Microsoft Office Visio 2007, Application Development   Deploying Visio Solutions  Working with External Data  Developing Visio Libraries  Automating Visio Diagrams  Publishing and Viewing Visio Diagrams

 Visio 2007 SDK   Visio 2007 Solution Development Workshop  581e f45de10b4c2&DisplayLang=en 581e f45de10b4c2&DisplayLang=en  Visio Developer Portal   Visio Insight blog   Visio MVP web site   Visio IT Pro Toolbox 

David J Parker Microsoft MVP (Visio) Book just released =