1. Knut Relbe-Moe (Avega Group)
How to integrate Visio 2013 and Visio Services 2013 with SharePoint to create process maps, and BI Dashboards

2. Thanks to our sponsors!

4. Knut Relbe-Moe Lead Solution Architect Twitter: @sharePTkarm
Knut Relbe-Moe
Lead Solution Architect
Technical Lead SharePoint
Avega Group AS, Oslo, Norway
Microsoft Certified Trainer
Founder of NIWUG
Blog:
Skype: shareptkarm
Mobile:
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 users.
Worked with automating the installation and configuration of SharePoint.

5. I’m proud to work for:

6. Agenda 1 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

7. 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.

8. Configuring Visio Services
Create a Visio Graphics Service service application in SharePoint Server 2013.
2 options:
Create using Central administration
Need to be member of Farm administrator group
New Visio Graphics Service
Create using Powershell
Need to have minimum ADD-SPShellAdmin
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

9. Why Visio Services Renders 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

10. Why Visio Services Refresh and recalculate data from
Multiple external sources
Configure using the Data linking wizard in 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

11. 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

12. Demo - How to create a Visio Drawing and show it in the Visio Webpart
All demos will later be available on my website:

13. 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
Backend
SQL
OLEDB/ODBC
XLSX
SP Lists
Application Server
Explain that Visio services is run across the different SP servers

14. 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 4
Data Source
SharePoint List apps
Excel Services
SQL Server
OLEDB / ODBC 1

15. 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

16. Demo: Visio connecting processes
Open Visio 2010
Click New > Basic Flowchart > Create
Click Save As > Change the file type to “Web Drawing” and save
Create both your main process diagram and sub-process diagrams. Save the main process and sub-processes as two different Visio files.
On the sub-process diagrams: change the page names for each sub-process
On the main diagram: Select the whole process and right-click on the process > Data > Define Shape Data. Click New. Set the label to “subprocess” and type to string. Right click on the first shape > Data > Data Shape. Set the “subprocess” variable to the page name of the sub-process that is associated with the first shape. Repeat this step for all shapes in the main diagram
Open your sharepoint site that you want to display these Visio diagrams
Upload both Visio files to a document library
On a page, add two Visio web access web parts – one is for the main process and one is for the sub-process
Edit the main process Visio web part and set the web drawing URL to the main process Visio file url
In the “Expose the following shape data” field, type the name of the label we created previously, which is “subprocess”
Save the changes made to the main Visio web part
Edit the sub-process Visio web part and set the web drawing URL to the sub-process Visio file url
Save the changes made to the sub-process Visio web part
On the sub-process Visio web part, click edit > Connections > Get Web Drawing URL and Page Name From > (the main process Visio web part) – Provider Field Name: subprocess, Consumer Field Name: Page Name. Click Finish
Exit edit mode of the page (or Publish if the publishing feature is activated)
All demos will later be available on my blog:

17. 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

18. 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

19. Supported refreshable data sources
SharePoint On-Premise
Office 365

20. Data Source Best Practices
SharePoint 2010 Developer Workshop (Beta2)
Data Source Best Practices
Excel Services
& PowerPivot Gallery
SharePoint Lists
& BCS
BCS
&
SQL
Custom

21. Data Source Best Practices
SharePoint 2010 Developer Workshop (Beta2)
Data Source Best Practices
Excel Services
SharePoint Lists
& BCS
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
BCS
&
SQL
Custom

22. Data Source Best Practices
SharePoint 2010 Developer Workshop (Beta2)
Data Source Best Practices
Excel Services
SharePoint Lists
& BCS
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 in Visio 2013
BCS add-in for 2010
SQL &
SQL Azure
Custom

23. Data Source Best Practices
SharePoint 2010 Developer Workshop (Beta2)
Data Source Best Practices
Excel Services
SharePoint Lists
& BCS
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
SQL
&
SQL Azure
Custom

24. Data Source Best Practices
SharePoint 2010 Developer Workshop (Beta2)
Data Source Best Practices
Excel Services
SharePoint Lists
& BCS
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
SQL
&
SQL Azure
Custom

25. Demo - Building A Simple BI Dashboard With Visio 2013 And Visio Services
All demos will later be available on my blog:

26. Commenting Commenting using Visio Services
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

27. Demo - Commenting
All demos will later be available on my blog:

28. 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

29. 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 )

30. Demo - Visio & Web Part Connections to Highlight
In SharePoint 2010, you can use web part connections between a Sharepoint list and a Visio Web Access web part to highlight steps in a process diagram that are associated with a list item:
When you select a different list item, different steps in the process diagram are highlighted:
Here are the steps to build this example:
Open Visio 2012, create a Visio diagram, and save it as a “Web Drawing” file type
Upload the Visio file to a SharePoint document library
In your Sharepoint site, create a web part page and add the Visio Web Access web part to the page. Edit this web part and set the web drawing URL to the Visio file URL
Create a custom list and add a column called “Highlighted Steps.” Choose “Single line of text” as the column type
Create a list item in the custom list. In the “Highlighted Steps” column, add the Shape name(s) that you want to highlight when you select this list item. If it’s multiple shape names, separated them with commas with no space in between. Ex) “Process1,Proccess1″. You can find the shape name by clicking on the shape information pane and then clicking the shape. The shape name shows up in the upper left side of the box. In the example shown in the picture, the shape name is  Process.3.
On the page, add the list view web part for the custom list you created above.
In the edit mode for the page, click the edit dropdown > Connections > Get Shapes to Highlight From > (custom list name)
In the web part connection settings, set the Provider field name to the “Highlighted Steps” column and the Consumer field name to “Shape Names”. Click Finish
Now when you select one of the list items, it will highlight all the shapes associated with the list item.
Reference:
All demos will later be available on my blog:

31. Summary 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

32. Thank you! Special thanks to: Chris Hopkins Thomas Browet
Alan Richards
Don Kirkham
Bjørn-Harald Rapp

33. Want more information/Deep dive?
Chris Hopkins blog:
Can find much information on Internet, Microsoft have many Visio Webinars
Technet:

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35. Thank you! Tusen tack.