How to integrate Visio 2013 and Visio Services 2013 with SharePoint to create process maps, and BI Dashboards
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How to integrate Visio 2013 and Visio Services 2013 with SharePoint to create process maps, and BI Dashboards
- 1. How to integrate Visio 2013 and Visio Services 2013 with SharePoint to create process maps, and BI Dashboards Knut Relbe-Moe (Avega Group)
- 2. Thanks to our sponsors!
- 4. Knut Relbe-Moe Lead Solution Architect Technical Lead SharePoint Avega Group AS, Oslo, Norway Microsoft Certified Trainer Founder of NIWUG Twitter: @sharePTkarm Email: knutrelbemoe@outlook.com Blog: www.sharepointblog.no Skype: shareptkarm Mobile: 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.
- 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: 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
- 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: http://www.sharepointblog.no
- 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 Web Front End Backend SQL OLEDB/ODB C XLSX SP Lists Application Server
- 14. How it works: Creating a Visio Solution Save VSDX file to SharePoint Server 2013 or Office 365 • Create Diagram • Use Data Linking 2 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 All demos will later be available on my blog: http://www.sharepointblog.no
- 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
- 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
- 21. • 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
- 22. • 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 Data Source Best Practices
- 23. • 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
- 24. Data Source Best Practices • 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
- 25. 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
- 26. 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
- 27. Demo - Commenting All demos will later be available on my blog: http://www.sharepointblog.no
- 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 All demos will later be available on my blog: http://www.sharepointblog.no
- 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! Chris Hopkins Thomas Browet Alan Richards Don Kirkham Bjørn-Harald Rapp
- 33. Want more information/Deep dive? • 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 •
- 34. Thanks to our sponsors!
- 35. Thank you! Tusen tack.
Hinweis der Redaktion
- http://www.sharepointblog.no/?p=381
- Explain that Visio services is run across the different SP servers
- 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)
- 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: