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Microsoft Visio 2013 Business Process Diagramming and Validation - Second Edition

Name: Microsoft Visio 2013 Business Process Diagramming and Validation - Second Edition
Author: David Parker
ISBN: 9781782178002

by David Parker

November 2013

Intermediate to advanced

416 pages

8h 42m

English

Packt Publishing

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Microsoft Visio 2013 Business Process Diagramming and Validation
Table of Contents
Microsoft Visio 2013 Business Process Diagramming and Validation
Credits
About the Author
About the Reviewers
www.PacktPub.com
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Preface
What this book covers
What you need for this book
Who this book is for

Conventions
Reader feedback
Customer support
Downloading the example codeErrataPiracyQuestions
1. Overview of Process Management in Microsoft Visio 2013
Exploring the new process management features in Visio 2013
Reviewing Visio Process Management capabilities
Understanding the Visio BMP Maturity Model
Reviewing the foundations of structured diagramming
Reviewing the enhanced process flow templates
Looking at the Flowchart templates
Reviewing the new process flow templates
Understanding a BPMN DiagramUnderstanding a Microsoft SharePoint 2013 workflow
Validation of process diagrams
Analyzing the structure of a Visio document
Using the Visio Process Repository
Publishing visual data from Visio
Understanding the Visio 2013 editions
Planning your own solutions
Summary
2. Understanding the Microsoft Visio Object Model
Introducing the Visio Type libraries
Going beyond the object model
Classifying the Visio document
Selecting a programming language to use with Visio
Understanding the Drawing Explorer window
Understanding the Visio object model
Examining the Application objectReviewing the ActiveDocument and ActivePage objectsReviewing the Addons collectionReviewing the COMAddIns collectionReviewing the CurrentEdition propertyReviewing the DataFeaturesEnabled propertyReviewing the Documents collectionReviewing the TypelibMinorVersion and Version propertiesExamining the Document objectReviewing the Advanced Properties objectReviewing the DataRecordsets collectionReviewing the DocumentSheet objectReviewing the ID and Index propertiesReviewing the FullName and Name propertiesReviewing the Masters collectionReviewing the Pages collectionReviewing the ReadOnly propertyReviewing the Type propertyReviewing the Validation objectExamining the Master objectReviewing the BaseID propertyReviewing the Hidden propertyReviewing the ID, Index, and IndexInStencil propertiesReviewing the Name and NameU propertiesReviewing the PageSheet objectReviewing the Type propertyExamining the Page objectReviewing the Connects collectionReviewing the ID and Index propertiesReviewing the Layers collectionReviewing the PageSheet objectReviewing the Comments and ShapeComments propertyReviewing the Shapes collectionReviewing the Type propertyExamining the Shape objectReviewing the Characters and Text propertiesReviewing the Connects and FromConnects collectionsReviewing the Hyperlinks collectionReviewing the ID, Index, NameID, Name, and NameU propertiesReviewing the IsCallout and IsDataGraphicCallout propertiesReviewing the LayerCount propertyReviewing the Master, MasterShape, and RootShape objectsReviewing the OneD propertyReviewing the Parent objectReviewing the Type propertyExamining the Section objectExamining the Row objectExamining the Cell objectReviewing the Column propertyReviewing the Error propertyReviewing the Formula and FormulaU propertiesReviewing the Name and LocalName propertiesReviewing the Result propertiesReviewing the Units propertyIterating through cells
Delving into the Connectivity API
Understanding the Shape.ConnectedShapes methodUnderstanding the Shape.GluedShapes methodUnderstanding the Shape.MemberOfContainers propertyUnderstanding the Shape.CalloutsAssociated propertyListing the steps in a process flow
Summary
3. Understanding the ShapeSheet™
Finding the ShapeSheetUnderstanding sections, rows, and cellsReading a cell's properties
Printing out the ShapeSheet settings
Understanding the functions
Important sections for rules validation
Looking at the User-defined Cells sectionUsing the category of a ShapeUsing the structure type of a ShapeChecking a Container shapeChecking a List shapeChecking for attached Callout shapesLooking at the Shape Data sectionUsing the String typeUsing the Fixed List typeUsing the Number typeUsing the Boolean typeUsing the Variable List typeUsing the Date typeUsing the Duration typeUsing the Currency typeLooking at the Hyperlinks sectionWorking with Layer Membership
Summary
4. Understanding the Validation API
An overview of Validation objectsUsing the Validate methodValidating custom rules written in code
Working with the ValidationRuleSets collection
Adding to or updating a ruleset
Working with the ValidationRules collection
Adding to or updating a ruleVerifying that a rule works
Working with the ValidationIssues collection
Retrieving the selected issue in the Issues windowToggling the Issues window visibilityListing the issues caused by a particular shapeUsing code to clear issuesRetrieving an existing issue in codeAdding an issue in code
Summary
5. Developing a Validation API Interface
Understanding the architecture of the tool
Enhancing the ThisAddin class
Listening for application eventsChecking for the Visio Professional edition
Creating the ViewModel class
Creating the BaseViewModel classViewing the documents collectionViewing the ValidationRuleSets collectionViewing the ValidationRules collectionViewing the ValidationIssues collection
Modifying the Visio Fluent UI
Creating the Rules Explorer window
Self-describing tree viewsMaking informative tool tipsLinking detail panelsEditing ruleset propertiesEditing rule propertiesHandling special key strokesAdding the Explorer actionsCreating the Add buttonCreating the Add Issue buttonCreating the Paste buttonCreating the Copy buttonCreating the Delete button
Displaying the rule for a selected issue
Displaying the issues for the current selection
Summary
6. Reviewing Validation Rules and Issues
Extensions to our ribbon
Annotating Visio diagrams with issues
Saving the current user settingsDisplaying the issue mark-up pageAdding in the issue commentsHiding the issue mark-up page
Exporting rulesets to XML
Getting the XDocument objectGetting the VERuleSet XElementGetting the VEIssue XElement
Importing rulesets from XML
Creating ruleset reports
Getting the XSL stylesheet
Summary
7. Creating Validation Rules
Overview of the document validation processValidating rulesetsValidating rulesProcessing a rule
Validation functions
Useful ShapeSheet functions
Filter and Test Expressions
Checking the type of shapeChecking the category of shapesChecking the layer of a shapeChecking if the page contains relevant shapesChecking for specific cell valuesChecking that connectors are connectedChecking that shapes have correct connectionsChecking whether shapes are outside containersChecking whether a shape has textCustom validation rules in code
Summary
8. Publishing Validation Rules and Diagrams
Overview of Visio categories and templates
Creating a custom template
Adding embellishments
Adding the template descriptionThe simplest method to provide a templateEditing the file paths for templatesSetting the file paths for templatesCreating a template preview imageEnhancing the quality of the preview imageThe best method for publishing templatesCreating a setup projectRunning the installationUninstalling and Repairing
Summary
9. A Worked Example for Data Flow Model Diagrams – Part 1
What are Data Flow Diagrams?
Examining the standard template
Enhancing the mastersEditing the Data Flow masterPreparing for AutoConnectEditing the Data Store masterAdding Shape DataEnhancing the graphicsDisplaying the ID valueImproving the group shapeEditing the Interface masterEditing the Process masterAdding Shape DataEnhancing the graphicsDisplaying the ID valueDisplaying the Category valueImproving the group shapeSetting the Subprocess masterEnhancing the page
Summary
10. A Worked Example for Data Flow Model Diagrams – Part 2
Writing the rulesetRule 1 – all processes must have at least one data flow in and one data flow outRule 2 – all processes should modify the incoming data, producing new forms of the outgoing dataRule 3 – each data store must be involved with at least one data flowRule 4 – each external entity must be involved with at least one data flowRule 5 – a data flow must be attached to at least one processRule 6 – data flows cannot go directly from one external entity to another external entityRule 7 – do not allow a single page of a DFD to get too complexRule 8 – each component should be labeledRule 9 – each data flow should be labeled describing the data that flows through itRule 10 – each component and subcomponent should be numberedRule 11 – a data flow must be connected between two componentsRule 12 – a flow must not cycle back to itself
Summary
11. A Worked Example for Data Flow Model Diagrams – Part 3
Completing the templateReviewing the template
Creating the installer
Testing the Installer
Using a digital certificate
Thoughts about code in templates
Summary
12. Integrating Validated Diagrams with SharePoint 2013 and Office365
Using SharePoint and Visio together
Understanding a Visio Process Repository
Approving and rejecting Process Diagrams
Creating a Visio Process Repository
Adding a Visio template to SharePoint
Adding a template as a Site Content TypeAdding a List and Library Content Type
Creating a diagram from the custom template
Summary
Index

Content preview from Microsoft Visio 2013 Business Process Diagramming and Validation - Second Edition

Adding a Visio template to SharePoint

We published custom Visio templates in the previous chapters but we have an alternative method of making Visio templates available using SharePoint. We uploaded the AuditR_M.vstx Visio template that we created in Chapter 8, Publishing Validation Rules and Diagrams, in to an asset library in SharePoint.

Although we have used the SharePoint web pages in the following actions, you could use SharePoint Designer 2013, which is a free download from Microsoft, to change many of the same settings, but in a slightly different way.

Adding a template as a Site Content Type

After uploading the template, you can edit the

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Microsoft Visio 2013 Business Process Diagramming and Validation - Second Edition

by David Parker

Adding a Visio template to SharePoint

Adding a template as a Site Content Type

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.