How to integrate Visio 2013 and Visio Services 2013 with SharePoint

to create process maps, and BI Dashboards

Knut Relbe-Moe (Avega Group)

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Knut Relbe-MoeLead Solution ArchitectTechnical Lead SharePointAvega Group AS, Oslo, 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.

I’m proud to work for:

Agenda1 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

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 administration1. Need to be member of Farm administrator group2. New Visio Graphics Service

2. Create using Powershell1. Need to have minimum ADD-SPShellAdmin2. 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 fidelityNo depends on SilverlightNative support for Visio file formatDiagram consumers doesn’t need a Visio ClientAvailable across devices using desktop browsers

and mobile browsers

Users interact with contentPan, Zoom, Hyperlinks, View Shape Data

Accessible only via SharePointOn Premise / Office 365

Why Visio ServicesRefresh and recalculate data from

Multiple external sourcesConfigure using the Data linking wizard

in the client

All shapes visually refresh – not just the data GraphicsData drives Shape Behavior

Integrated into SharePoint solutionsExtensible 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 Visio3

• 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 ServicesSupports 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 blog: 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

Excel Services&PowerPivotGallery

SharePoint Lists&BCS

BCS&SQL

Custom

Data Source Best Practices

Excel Services

SharePoint Lists&BCS

BCS&SQL

Custom

• 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

Excel Services

SharePoint Lists&BCS

SQL &SQL Azure

Custom

• 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 inVisio 2013

• BCS add-in for 2010

Data Source Best Practices

Excel Services

SharePoint Lists&BCS

SQL&SQL Azure

Custom

• 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

Excel Services

SharePoint Lists&BCS

SQL&SQL Azure

Custom

• 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

Data Source Best Practices

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

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 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

Web Part Page

Visio Web Access Web

Part

Content Editor Web Part

Document Library

File containing JScript

Visio 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 blog: 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

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