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How to integrate Visio 2013 and 
Visio Services 2013 with SharePoint 
to create process maps, and BI 
Dashboards 
Knut Rel...
Thanks to our sponsors!
Knut Relbe-Moe 
Lead Solution Architect 
Technical Lead SharePoint 
Avega Group AS, Oslo, 
Norway 
Microsoft Certified Tra...
I’m proud to work for:
Agenda 1 What is Visio services 
2 Configuring Visio Services 
3 Why Visio Services 
4 SharePoint integration options 
5 D...
What is Visio Services 
 Visio Services in SharePoint 2013 enables you to load, display, and 
interact programmatically w...
Configuring Visio 
Services 
• Create a Visio Graphics Service service 
application in SharePoint Server 2013. 
• 2 option...
Why Visio Services 
Renders diagrams in the browser 
High quality PNG for full fidelity 
No depends on Silverlight 
Na...
Why Visio Services 
Refresh and recalculate data from 
Multiple external sources 
Configure using the Data linking wiza...
SharePoint integration options 
• Visio Web Access Web Part 
• Build a custom page focused on a particular diagram and cus...
Demo - How to create a Visio 
Drawing and show it in the Visio 
Webpart 
All demos will later be available on my website: ...
How it works: Visio Service Architecture 
Visio Web 
Access 
Custom Data 
Providers 
Visio JSOM 
Mash-Up API 
Web Part 
Co...
How it works: Creating a Visio Solution 
Save VSDX file to 
SharePoint Server 2013 
or Office 365 
• Create Diagram 
• Use...
How is rendering possible 
 New file format 
 .VSDX 
 Supported by all Visio 2013 editions 
PNGs generated by Visio Se...
Demo: 
Visio connecting processes 
All demos will later be available on my blog: http://www.sharepointblog.no
Key Visualization 
Features 
• Data linking 
• Import data to your diagram 
• The data is cached in the VSDX file for 
por...
Key Visualization 
Features 
• Data graphics 
• Surface Shape Data values 
• Represhable shape geometry 
• Icon sets 
• Te...
Supported refreshable data sources 
• SharePoint On-Premise 
• Office 365
Data Source Best Practices
• SharePoint Lists are an easy yet powerful 
data source 
• Same farm as the Visio diagram 
• User needs read access to th...
• BCS allows you to configure external 
content types for connecting to 
• External SQL DBs 
• SQL On Premises 
• SQL Azur...
• Support for SQL Server 7.0 –> 2012 
• + SQL Azure 
• No Analysis Services or Reporting Services 
• at least not directly...
Data Source Best Practices 
• Server Code 
• .NET assembly deployed to the GAC and 
registered as a Trusted Data Provider ...
Demo - Building A Simple 
BI Dashboard With Visio 2013 And 
Visio Services 
All demos will later be available on my blog: ...
Commenting 
 Commenting using the Client 
 View and Edit comments in the Client 
 Commenting using Visio Services 
 Vi...
Demo - Commenting 
All demos will later be available on my blog: http://www.sharepointblog.no
What is JSOM 
• What is JSOM? 
• A JavaScript based object model for communicating with the 
Visio Web Access web part 
We...
What is JSOM 
• What can you do with it? 
• Read shape data, hyperlinks, comments 
• Select shapes 
• Add highlights and o...
Demo - Visio & Web Part 
Connections to Highlight 
All demos will later be available on my blog: http://www.sharepointblog...
Summary 
• Easy to set up 
• Easy to create diagrams with Visio 
• Need Enterprise License 
• Visio provides lots of tools...
Thank you! 
 Chris Hopkins 
 Thomas Browet 
 Alan Richards 
 Don Kirkham 
 Bjørn-Harald Rapp
Want more information/Deep dive? 
• Chris Hopkins blog: 
• http://blogs.msdn.com/b/chhopkin/ 
• Can find much information ...
Thanks to our sponsors!
Thank you! Tusen tack.
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

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How to integrate Visio 2013 and Visio Services 2013 with SharePoint to create process maps, and BI Dashboards

  1. 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. 2. Thanks to our sponsors!
  3. 3. 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.
  4. 4. I’m proud to work for:
  5. 5. 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
  6. 6. 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.
  7. 7. 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
  8. 8. 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
  9. 9. 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
  10. 10. 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
  11. 11. 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
  12. 12. 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
  13. 13. 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
  14. 14. 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
  15. 15. Demo: Visio connecting processes All demos will later be available on my blog: http://www.sharepointblog.no
  16. 16. 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
  17. 17. 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
  18. 18. Supported refreshable data sources • SharePoint On-Premise • Office 365
  19. 19. Data Source Best Practices
  20. 20. • 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
  21. 21. • 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
  22. 22. • 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
  23. 23. 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
  24. 24. 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
  25. 25. 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
  26. 26. Demo - Commenting All demos will later be available on my blog: http://www.sharepointblog.no
  27. 27. 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
  28. 28. 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 )
  29. 29. Demo - Visio & Web Part Connections to Highlight All demos will later be available on my blog: http://www.sharepointblog.no
  30. 30. 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
  31. 31. Thank you!  Chris Hopkins  Thomas Browet  Alan Richards  Don Kirkham  Bjørn-Harald Rapp
  32. 32. 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 •
  33. 33. Thanks to our sponsors!
  34. 34. Thank you! Tusen tack.

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