Visio®2003 BibleBonnie Biafore
Visio®2003 Bible
Visio®2003 BibleBonnie Biafore
Visio®2003 BiblePublished byWiley Publishing, Inc.10475 Crosspoint BoulevardIndianapolis, IN 46256www.wiley.comCopyright ©...
About the AuthorBonnie Biafore is an author as well as a project management consultant. As a con­sultant, she enjoys worki...
CreditsSenior Acquisitions Editor Vice President and PublisherJim Minatel Joseph B. WikertDevelopment Editor Executive Edi...
To my agent, Neil Salkind, who always believes I’m betterthan I am and then helps me prove him right.
PrefaceVisio®2003 Bible is a comprehensive guide to Microsoft’s popular diagram­ming software. Covering both Visio Standar...
x PrefaceAlthough the book is fast paced, beginners can learn to use Visio, while moreadvanced users can notch up their pr...
Preface xiHow This Book Is OrganizedVisio 2003 Bible contains 41 chapters, divided into seven parts. In addition, thebook ...
xii PrefacePart IV: Using Visio in Information TechnologyPart IV describes the tools, wizards, and shapes that make Visio ...
Preface xiiiPart VII: Quick ReferencePart VII includes helpful information and reference lists. Chapter 37 describes thepr...
AcknowledgmentsBooks are a collaboration of people and talents — and the final product is allthe better for it.My thanks g...
Contents at a GlancePreface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ixAcknow...
Part V: Using Visio for Architecture and Engineering . . . . . . . . . 449Chapter 24: Working with Scaled Drawings . . . ....
ContentsPreface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ixAcknowledgments . . . . . ...
xx ContentsWorking with Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Creating Pages in a Drawin...
Contents xxiReordering Overlapping Shapes . . . . . . . . . . . . . . . . . . . . . . 87Storing Data in Shapes . . . . . ....
xxii ContentsChapter 7: Formatting Visio Elements . . . . . . . . . . . . . . . . . . 127Applying Formats . . . . . . . . ...
Contents xxiiiExporting Shapes and Drawings . . . . . . . . . . . . . . . . . . . . . . . . 176Publishing to the Web . . ....
xxiv ContentsChapter 12: Building Block Diagrams . . . . . . . . . . . . . . . . . . 223Exploring the Block Diagram Templa...
Contents xxvFormatting Organization Chart Appearance . . . . . . . . . . . . . . . . . . 263Laying Out the Organization . ...
xxvi ContentsChapter 17: Scheduling Projects with Visio . . . . . . . . . . . . . . . 297Exploring the Project Scheduling ...
Contents xxviiPart IV: Using Visio in Information Technology 339Chapter 19: Modeling and Documenting Databases . . . . . ....
xxviii ContentsCreating Collaboration Diagrams . . . . . . . . . . . . . . . . . . . . . 390Creating Component Diagrams . ...
Contents xxixCreating Logical and Physical Network Diagrams . . . . . . . . . . . . . . 437Setting Up Network Diagrams . ....
xxx ContentsChapter 26: Laying Out Architectural and Engineering Plans . . . . 481Working with Walls . . . . . . . . . . ....
Contents xxxiChapter 28: Integrating CAD and Visio . . . . . . . . . . . . . . . . . . 531Understanding CAD and Visio Inte...
xxxii ContentsChapter 31: Creating and Customizing Stencils . . . . . . . . . . . . 583Creating and Saving Stencils . . . ...
Contents xxxiiiProducing Reports with Custom Property Data . . . . . . . . . . . . . . . . 637Defining Custom Reports . . ...
xxxiv ContentsChapter 36: Automating Visio . . . . . . . . . . . . . . . . . . . . . . . 681What’s New for Developers in V...
Contents xxxvChapter 40: Keyboard Shortcuts . . . . . . . . . . . . . . . . . . . . . 709Using Keyboard Shortcuts . . . . ...
P A R TUnderstanding IIVisio ✦ ✦ ✦ ✦In This PartFundamentals Chapter1Getting Startedwith VisioChapter 2Getting Startedwith...
C H A P T E RGetting Started 11with Visio ✦ ✦ ✦ ✦Humans are visual creatures, so it isn’t surprising thatwe visualize and ...
4 Part I ✦ Understanding Visio FundamentalsWhat’s New in Visio 2003?Visio 2003 delivers brand-new templates and shapes as ...
5Chapter 1 ✦ Getting Started with VisioProductivity EnhancementsVisio enhances its reputation for being quick and easy wit...
6 Part I ✦ Understanding Visio Fundamentals✦ Track markup — You can propose changes to drawings and review thechanges prop...
7Chapter 1 ✦ Getting Started with Visio✦ Visio Network Equipment Sampler (Visio Professional only) — Shapes inthe VNE Samp...
8 Part I ✦ Understanding Visio Fundamentalsbuilt-in behaviors and attributes that fit the shapes to their role. For instan...
9Chapter 1 ✦ Getting Started with VisioWhen you create a drawing based on a template, Visio does the following things:✦ Op...
10 Part I ✦ Understanding Visio FundamentalsDoor shapes can create openings in wallsFigure 1-1: Shapes include behaviors a...
Chapter 1 ✦ Getting Started with Visio 11✦ Rotation handle — This is a red circle that you can drag to rotate a shape.✦ Co...
12 Part I ✦ Understanding Visio FundamentalsConnecting ShapesRelationships can convey as much information as the elements ...
Chapter 1 ✦ Getting Started with Visio 13segments of a right-angled connector by dragging a midpoint of a segment. Curvedc...
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Transcript of "Wiley microsoft office visio 2003 bible"

  1. 1. Visio®2003 BibleBonnie Biafore
  2. 2. Visio®2003 Bible
  3. 3. Visio®2003 BibleBonnie Biafore
  4. 4. Visio®2003 BiblePublished byWiley Publishing, Inc.10475 Crosspoint BoulevardIndianapolis, IN 46256www.wiley.comCopyright © 2004 by Wiley Publishing, Inc., Indianapolis, IndianaPublished simultaneously in CanadaLibrary of Congress Control Number: 2004104001ISBN: 0-7645-5724-6Manufactured in the United States of America10 9 8 7 6 5 4 3 2 11Q/SQ/QU/QU/INNo part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means,electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorizationthrough payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA01923, (978) 750-8400, fax (978) 646-8600. Requests to the Publisher for permission should be addressed to the LegalDepartment, Wiley Publishing, Inc., 10475 Crosspoint Blvd., Indianapolis, IN 46256, (317) 572-3447, fax (317) 572-4447,E-Mail: permcoordinator@wiley.com.LIMIT OF LIABILITY/DISCLAIMER OF WARRANTY: THE PUBLISHER AND THE AUTHOR MAKE NO REPRESENTATIONSOR WARRANTIES WITH RESPECT TO THE ACCURACY OR COMPLETENESS OF THE CONTENTS OF THIS WORK ANDSPECIFICALLY DISCLAIM ALL WARRANTIES, INCLUDING WITHOUT LIMITATION WARRANTIES OF FITNESS FOR APARTICULAR PURPOSE. NO WARRANTY MAY BE CREATED OR EXTENDED BY SALES OR PROMOTIONAL MATERIALS.THE ADVICE AND STRATEGIES CONTAINED HEREIN MAY NOT BE SUITABLE FOR EVERY SITUATION. THIS WORK ISSOLD WITH THE UNDERSTANDING THAT THE PUBLISHER IS NOT ENGAGED IN RENDERING LEGAL, ACCOUNTING,OR OTHER PROFESSIONAL SERVICES. IF PROFESSIONAL ASSISTANCE IS REQUIRED, THE SERVICES OF A COMPETENTPROFESSIONAL PERSON SHOULD BE SOUGHT. NEITHER THE PUBLISHER NOR THE AUTHOR SHALL BE LIABLE FORDAMAGES ARISING HEREFROM. THE FACT THAT AN ORGANIZATION OR WEBSITE IS REFERRED TO IN THIS WORKAS A CITATION AND/OR A POTENTIAL SOURCE OF FURTHER INFORMATION DOES NOT MEAN THAT THE AUTHOROR THE PUBLISHER ENDORSES THE INFORMATION THE ORGANIZATION OR WEBSITE MAY PROVIDE ORRECOMMENDATIONS IT MAY MAKE. FURTHER, READERS SHOULD BE AWARE THAT INTERNET WEBSITES LISTED INTHIS WORK MAY HAVE CHANGED OR DISAPPEARED BETWEEN WHEN THIS WORK WAS WRITTEN AND WHEN IT ISREAD.For general information on our other products and services or to obtain technical support, please contact our CustomerCare Department within the U.S. at (800) 762-2974, outside the U.S. at (317) 572-3993 or fax (317) 572-4002.Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be available inelectronic books.Trademarks: Wiley, the Wiley Publishing logo, and related trade dress are trademarks or registered trademarks of JohnWiley & Sons, Inc. and/or its affiliates, in the United States and other countries, and may not be used without writtenpermission. Visio is a registered trademark of Microsoft Corporation in the United States and/or other countries. All othertrademarks are the property of their respective owners. Wiley Publishing, Inc., is not associated with any product orvendor mentioned in this book.
  5. 5. About the AuthorBonnie Biafore is an author as well as a project management consultant. As a con­sultant, she enjoys working with different clients and the diversity of projects sheexperiences, from CAD systems for structural steel fabrication to speech-enabledapplications for telephone service field technicians and systems to manage hydro­electric power. While she’s sometimes tough on her clients, she is a far worsetaskmaster for herself.Bonnie has written several books, including Troubleshooting Microsoft Project 2002(Microsoft Press) and The NAIC Stock Selection Handbook (NAIC). Since August 2000she has been writing for Better Investing magazine a monthly column called WebWatch, which delves into the use of the World Wide Web for investing and how todevelop good investing habits and smart and safe computer practices.She is well known for her clear explanations of technical topics, whether it’s theinscrutable workings of computer software or the enigma of high finance. Sheapplies her education from MIT and Columbia University to digest technical topicsand then puts her organizational skills and humor to work to present material thatengages beginners and experts alike.Her education and work experience make her the ideal author for this Visio book.With a Bachelor of Science in Architecture and a Master of Science in StructuralEngineering, she is well versed in using Visio for architecture and engineering andintegrating it with CAD applications. As a project manager and consultant, she con­stantly applies Visio to office productivity problems. As a software project managerand application developer, she has also used Visio to document databases, soft­ware systems, and networks. As an engineer, she is fascinated with both the sim­plicity and power of Visio and enjoys experimenting with its customization andautomation features.
  6. 6. CreditsSenior Acquisitions Editor Vice President and PublisherJim Minatel Joseph B. WikertDevelopment Editor Executive Editorial DirectorJames H. Russell Mary BednarekTechnical Editors Project CoordinatorBonnie Watts Erin SmithScott AmblerGraphics and Production SpecialistsProduction Editor Beth BrooksEric Newman Carrie FosterLauren GoddardCopy Editor Heather PopeLuann RouffQuality Control TechnicianEditorial Manager Charles SpencerMary Beth Wakefield Brian H. WallsVice President & Executive Proofreading and IndexingGroup Publisher TECHBOOKS Production ServicesRichard SwadleyVice President andExecutive PublisherBob Ipsen
  7. 7. To my agent, Neil Salkind, who always believes I’m betterthan I am and then helps me prove him right.
  8. 8. PrefaceVisio®2003 Bible is a comprehensive guide to Microsoft’s popular diagram­ming software. Covering both Visio Standard and Visio Professional, this bookexplains Visio fundamentals as well as advanced techniques applicable to any typeof diagram. It also describes in detail how to use each of the specialized templatesthat Visio Standard and Visio Professional offer.Visio 2003 includes significant changes and enhancements as well as many newfeatures. Many templates and shapes have been improved to look and behave moreconsistently. Visio 2003 offers several new and improved collaboration tools, suchas ink and markup, along with numerous productivity enhancements. However,several features have been discontinued, including the Forms template, the VisioNetwork Equipment Sampler, and a few wizards and tools. Visio 2003 Bible identifiesthese new features, enhancements, and changes and differentiates the capabilitiesavailable in both the Standard and Professional versions versus those availableonly in Visio Professional.Visio 2003 offers a powerful combination of simple concepts and straightforwardtools with far-reaching application. Whether you want to communicate basic busi­ness processes or highly specialized technical topics, Visio offers tools to simplifyyour work. This book strives to follow the same model. It explains Visio’s conceptsand basic tools in a way that helps beginners get started and more advanced usersget better. In addition, the book includes dozens of chapters on specialized tem­plates that describe how the template, tools, and shapes support the work requiredand simplify typical tasks.Is This Book for You?Visio 2003 covers a lot of ground, and this book is right there with it. If you useVisio or want to start using it, you can benefit from reading this book. Beginnerscan learn the basic concepts and techniques that are the foundation of Visio’spower in every field and then apply those techniques to create the type of diagramsthey need. Readers with some Visio experience can learn how to increase their pro­ductivity, use specialized templates and employ advanced techniques to draw moreeffectively or customize solutions. Advanced users can learn about new features,changes, and how to replace the features that have been discontinued in Visio 2003.
  9. 9. x PrefaceAlthough the book is fast paced, beginners can learn to use Visio, while moreadvanced users can notch up their productivity by following step-by-step instruc­tions and applying tips and techniques. Readers in a hurry will appreciate the topicorganization that makes it easy to find a solution as well as Tips and Cautions thathelp solve problems quickly.Conventions Used in This BookTo help you get the most from the text and keep track of what’s happening, a num­ber of conventions are used throughout the book:✦ When important terms are first introduced, they are highlighted in italic.✦ Characters that need to be typed in are in bold.✦ Keyboard strokes appear as follows: Ctrl+A.✦ URLs, filenames, directory names, and other program elements are contrastedfrom regular text in a monospaced font like this.Icons Used in This BookFollowing is a brief description of the icons used to highlight certain types of mate­rial in this book:Tip This icon highlights helpful hints, time-saving techniques, or alternative methodsfor accomplishing tasks.Note This icon identifies additional information about the topic being discussed.NewFeatureCross-ReferenceCaution This icon alerts you to potential problems or methods that can impede your workif not used properly.This icon points you to other chapters or books that contain additional informationabout a topic.This icon emphasizes new or significantly enhanced features in Visio 2003.
  10. 10. Preface xiHow This Book Is OrganizedVisio 2003 Bible contains 41 chapters, divided into seven parts. In addition, thebook is accompanied by a Web site (www.wiley.com/compbooks/biafore) thatprovides links to all the Web sites referenced in the book and a link to download­able sample Visio files you can use to practice what you’ve learned. The followingsections provide an overview of each part of the book.Part I: Understanding Visio FundamentalsPart I introduces the features that distinguish Visio 2003 from the 2002 version aswell as Visio’s basic concepts and techniques. The first chapter provides an overviewof Visio 2003’s new features and explains concepts such as templates and stencils,drag and drop drawing, and the components of the Visio interface. Chapters 2 and 3explain how to work with Visio files, drawing tools, drawings, and drawing pages.Chapters 4 and 5 show you how to produce diagrams by creating and editing shapesand connectors. Chapters 6 and 7 introduce techniques to improve the appearanceand readability of diagrams using text and formatting.Part II: Integrating Visio DrawingsVisio 2003 includes many new and improved integration features, as explained inthis part. Chapter 8 discusses methods for linking and embedding elements in Visioor linking and embedding Visio objects into other applications. Chapter 9 describesmethods for importing and exporting data to and from Visio, in addition to tech­niques for publishing Visio diagrams to the Web. Chapter 10 covers techniques andprocedures for linking Visio shapes with data to dynamically update Visio drawingsbased on data stored in other applications.Part III: Using Visio for Office ProductivityPart III is the first of three parts in this book that cover specialized templates. Itbegins with Chapter 11, which describes new and existing tools for collaboratingwith others, a critical element to office productivity. Chapters 12 and 13 cover tem­plates for building block diagrams and charts and graphs. Chapter 14 explains themany productivity tools, shapes, wizards, and data-sharing features for document­ing organizations in the Organization Chart template. Chapters 15 and 16 explaintools and techniques for documenting flowcharts and business processes. Chapter17 discusses Visio’s tools for documenting and scheduling projects. Chapter 18describes the Visio Brainstorming template.
  11. 11. xii PrefacePart IV: Using Visio in Information TechnologyPart IV describes the tools, wizards, and shapes that make Visio the most populartool for documenting software systems and networks. Chapter 19 provides detailedinstructions for modeling and documenting databases and database systems usinga variety of notations. Chapter 20 describes how to document software systems withthe Unified Modeling Language using the modeling tools available with the UMLModel template and how to create different types of UML diagrams. Chapter 21 intro­duces several additional templates for documenting software systems. Chapter 22describes Visio’s template for mapping Web sites. Chapter 23 describes techniquesfor creating effective network diagrams and identifies the network features nolonger available in Visio 2003.Part V: Using Visio for Architecture and EngineeringVisio 2003 works for scaled drawings as well as it does for diagrams. Part Vcovers Visio’s tools for scaled drawings and discusses what Visio can and can’tdo for architectural and engineering drawings. Chapter 24 is an introduction tothe concepts that underlie scaled drawings, such as scale, units, and dimensions.Chapter 25 describes different methods for creating scaled drawings and how touse layers to manage information. Chapter 26 describes procedures for addingbasic plan components, such as walls, windows, doors, and furniture, as well ashow to create other types of architectural and engineering plans. Chapter 27 dis­cusses how to use Visio’s Space Plan template to plan space and manage facilities.Chapter 28 describes Visio’s tools for integrating Visio and CAD drawings, whichare all based on AutoCAD file formats. Chapter 29 covers Visio’s ElectricalEngineering, Mechanical Engineering, and Process Engineering templates.Part VI: Customizing Templates, Stencils, and ShapesPart VI returns to Visio concepts and techniques with a focus on customization.Chapter 30 discusses how to create and customize templates so you can start newdrawings with the settings you want. Chapter 31 describes techniques for creatingand customizing stencils to create custom collections of built-in shapes, shapesyou’ve modified, or custom shapes you’ve developed. Chapter 32 discusses tech­niques for customizing shapes or creating your own and explains how to use cus­tom properties to store data. Chapter 33 digs deeper into customizing shapes byshowing you how to modify fields in Visio ShapeSheets or write custom formulas tocontrol shape appearance and behavior. Chapter 34 explains the benefits and tech­niques for formatting with styles and describes how to create custom line patterns,fill patterns, and line ends. Chapter 35 describes techniques for customizing or cre­ating your own toolbars and menus. Chapter 36 introduces the techniques availablefor automating Visio, including macros and writing add-ins.
  12. 12. Preface xiiiPart VII: Quick ReferencePart VII includes helpful information and reference lists. Chapter 37 describes theprocess for installing Visio 2003. Chapter 38 provides different sources of help avail­able for Visio 2003, both within the product and online. Chapter 39 identifies addi­tional sources for customized and specialized templates, stencils, and Visio-basedsolutions. Chapter 40 is a reference to the most helpful keyboard shortcuts. Chap­ter 41 identifies the templates that Visio Standard and Visio Professional provideand the stencils each one opens.
  13. 13. AcknowledgmentsBooks are a collaboration of people and talents — and the final product is allthe better for it.My thanks go to my editors, Jim Minatel and James Russell, for their confidence andsupport; to my technical editors, Bonnie Watts and Scott Ambler, for making surethat the information in this book is not only accurate but practical; and to my copyeditor, Luann Rouff, for making sure the whole ball of wax is readable. Thanks alsoto Teresa Stover, whose meticulous writing and readable style push me to improve.In addition, my gratitude goes to my husband, Peter Speer, who took care of our lifewhile I wrote this book. Finally, thanks to our dogs, Emma and Shea, who protectedmy feet, if not our computer cables, these many months.
  14. 14. Contents at a GlancePreface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ixAcknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvPart I: Understanding Visio Fundamentals . . . . . . . . . . . . . . . . . 1Chapter 1: Getting Started with Visio . . . . . . . . . . . . . . . . . . . . . . . . . . 3Chapter 2: Getting Started with Drawings . . . . . . . . . . . . . . . . . . . . . . . 23Chapter 3: Working with Visio Files . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Chapter 4: Working with Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Chapter 5: Connecting Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95Chapter 6: Working with Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107Chapter 7: Formatting Visio Elements . . . . . . . . . . . . . . . . . . . . . . . . 127Part II: Integrating Visio Drawings . . . . . . . . . . . . . . . . . . . . 145Chapter 8: Inserting, Linking, and Embedding Objects . . . . . . . . . . . . . . . 147Chapter 9: Importing, Exporting, and Publishing Visio Data to the Web . . . . . 171Chapter 10: Linking Shapes with Data . . . . . . . . . . . . . . . . . . . . . . . . 187Part III: Using Visio for Office Productivity . . . . . . . . . . . . . . . 203Chapter 11: Collaborating with Others . . . . . . . . . . . . . . . . . . . . . . . . 205Chapter 12: Building Block Diagrams . . . . . . . . . . . . . . . . . . . . . . . . . 223Chapter 13: Constructing Charts and Graphs . . . . . . . . . . . . . . . . . . . . 239Chapter 14: Working with Organization Charts . . . . . . . . . . . . . . . . . . . 253Chapter 15: Working with Flowcharts . . . . . . . . . . . . . . . . . . . . . . . . . 271Chapter 16: Documenting Business Processes . . . . . . . . . . . . . . . . . . . . 287Chapter 17: Scheduling Projects with Visio . . . . . . . . . . . . . . . . . . . . . 297Chapter 18: Documenting Brainstorming Sessions . . . . . . . . . . . . . . . . . 323Part IV: Using Visio in Information Technology . . . . . . . . . . . . . 339Chapter 19: Modeling and Documenting Databases . . . . . . . . . . . . . . . . . 341Chapter 20: Building UML Models . . . . . . . . . . . . . . . . . . . . . . . . . . . 369Chapter 21: Building Software Development Diagrams . . . . . . . . . . . . . . . 397Chapter 22: Mapping Web Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . 415Chapter 23: Creating Network Diagrams . . . . . . . . . . . . . . . . . . . . . . . 433
  15. 15. Part V: Using Visio for Architecture and Engineering . . . . . . . . . 449Chapter 24: Working with Scaled Drawings . . . . . . . . . . . . . . . . . . . . . 451Chapter 25: Creating Scaled Plan Drawings . . . . . . . . . . . . . . . . . . . . . 467Chapter 26: Laying Out Architectural and Engineering Plans . . . . . . . . . . . 481Chapter 27: Planning Space and Managing Facilities . . . . . . . . . . . . . . . . 509Chapter 28: Integrating CAD and Visio . . . . . . . . . . . . . . . . . . . . . . . . 531Chapter 29: Working with Engineering Drawings . . . . . . . . . . . . . . . . . . 547Part VI: Customizing Templates, Stencils, and Shapes . . . . . . . . 575Chapter 30: Creating and Customizing Templates . . . . . . . . . . . . . . . . . . 577Chapter 31: Creating and Customizing Stencils . . . . . . . . . . . . . . . . . . . 583Chapter 32: Creating and Customizing Shapes . . . . . . . . . . . . . . . . . . . . 595Chapter 33: Customizing Shapes Using ShapeSheets . . . . . . . . . . . . . . . . 643Chapter 34: Formatting with Styles . . . . . . . . . . . . . . . . . . . . . . . . . . 657Chapter 35: Customizing Toolbars and Menus . . . . . . . . . . . . . . . . . . . . 671Chapter 36: Automating Visio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 681Part VII: Quick Reference . . . . . . . . . . . . . . . . . . . . . . . . . 687Chapter 37: Installing Visio 2003 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 689Chapter 38: Visio 2003 Help Resources . . . . . . . . . . . . . . . . . . . . . . . . 699Chapter 39: Additional Resources for Templates and Stencils . . . . . . . . . . . 705Chapter 40: Keyboard Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . 709Chapter 41: Template and Stencil Reference . . . . . . . . . . . . . . . . . . . . . 717Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 727
  16. 16. ContentsPreface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ixAcknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv1Part I: Understanding Visio FundamentalsChapter 1: Getting Started with Visio . . . . . . . . . . . . . . . . . . . . 3What’s New in Visio 2003? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4New and Improved Shapes and Templates . . . . . . . . . . . . . . . . 4Productivity Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . 5Collaboration and Sharing . . . . . . . . . . . . . . . . . . . . . . . . . . 5Features Discontinued in Visio 2003 . . . . . . . . . . . . . . . . . . . . 6What Visio Is and Isn’t . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Understanding Visio Concepts . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Using Templates and Stencils . . . . . . . . . . . . . . . . . . . . . . . . 8Dragging and Dropping Shapes to Create Drawings . . . . . . . . . . . 9Connecting Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Exploring the Visio 2003 Interface . . . . . . . . . . . . . . . . . . . . . . . . 14Menus and Toolbars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Task Panes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16The Visio 2003 Drawing Area . . . . . . . . . . . . . . . . . . . . . . . . 16Viewing Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Panning and Zooming . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Working with Drawing Windows . . . . . . . . . . . . . . . . . . . . . . 20Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Chapter 2: Getting Started with Drawings . . . . . . . . . . . . . . . . 23Creating Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Creating Drawings Using Templates . . . . . . . . . . . . . . . . . . . . 24Creating Drawings from Existing Drawings . . . . . . . . . . . . . . . . 26Using the Fundamental Drawing Tools . . . . . . . . . . . . . . . . . . . . . 26Speeding Up Drawing with Snap To Tools . . . . . . . . . . . . . . . . 26Drawing Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Drawing Arcs and Curves . . . . . . . . . . . . . . . . . . . . . . . . . . 28Drawing Closed Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Using the Pencil Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
  17. 17. xx ContentsWorking with Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Creating Pages in a Drawing . . . . . . . . . . . . . . . . . . . . . . . . 34Setting Up Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Editing Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Chapter 3: Working with Visio Files . . . . . . . . . . . . . . . . . . . . 43Opening Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Opening Visio Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . 44Accessing Recently Used Files . . . . . . . . . . . . . . . . . . . . . . . 45Opening Other Types of Files in Visio . . . . . . . . . . . . . . . . . . . 46Finding Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Using File Properties to Find Files . . . . . . . . . . . . . . . . . . . . . 46Searching for Drawing Files . . . . . . . . . . . . . . . . . . . . . . . . 47Finding Templates and Sample Drawings . . . . . . . . . . . . . . . . 49Saving Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Saving Visio Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Protecting Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Previewing and Printing Drawings . . . . . . . . . . . . . . . . . . . . . . . . 54Previewing Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Printing Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Chapter 4: Working with Shapes . . . . . . . . . . . . . . . . . . . . . . 61Shapes 101 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Shape Masters and Instances . . . . . . . . . . . . . . . . . . . . . . . 62Positioning Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Modifying Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Groups of Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Finding Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Opening Stencils . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64Finding Shapes on Drawings . . . . . . . . . . . . . . . . . . . . . . . . 64Searching for Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Selecting Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Selecting Individual Shapes . . . . . . . . . . . . . . . . . . . . . . . . 69Selecting Multiple Shapes . . . . . . . . . . . . . . . . . . . . . . . . . 70Positioning Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71Working with Rulers, Grids, and Guides . . . . . . . . . . . . . . . . . 71Moving, Rotating, and Flipping Shapes . . . . . . . . . . . . . . . . . . 75Placing Shapes with Precision . . . . . . . . . . . . . . . . . . . . . . . 76Manipulating Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82Undoing Actions and Deleting Shapes . . . . . . . . . . . . . . . . . . 83Duplicating Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84Resizing and Reshaping Shapes . . . . . . . . . . . . . . . . . . . . . . 86
  18. 18. Contents xxiReordering Overlapping Shapes . . . . . . . . . . . . . . . . . . . . . . 87Storing Data in Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . 87Grouping Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88Labeling and Numbering Shapes . . . . . . . . . . . . . . . . . . . . . . . . . 90Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92Chapter 5: Connecting Shapes . . . . . . . . . . . . . . . . . . . . . . . 95Using Connectors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95Using Stencil Connectors . . . . . . . . . . . . . . . . . . . . . . . . . . 97Using the Connector Tool . . . . . . . . . . . . . . . . . . . . . . . . . 98Dragging Points to Connect Shapes . . . . . . . . . . . . . . . . . . . . 99Connecting a Sequence of Shapes . . . . . . . . . . . . . . . . . . . . . 99Organizing Connections with Glue . . . . . . . . . . . . . . . . . . . . . . . 100Gluing Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100Specifying Points for Glue . . . . . . . . . . . . . . . . . . . . . . . . . 100Adding, Moving, and Deleting Connection Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101Automatically Laying Out Shapes . . . . . . . . . . . . . . . . . . . . . . . . 102Configuring Placement Behavior . . . . . . . . . . . . . . . . . . . . . 102Specifying Layout Options . . . . . . . . . . . . . . . . . . . . . . . . 103Specifying Layout and Routing Spacing . . . . . . . . . . . . . . . . . 105Specifying Line Jump Options . . . . . . . . . . . . . . . . . . . . . . 106Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106Chapter 6: Working with Text . . . . . . . . . . . . . . . . . . . . . . . 107Text and Visio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107Adding Text to Drawings . . . . . . . . . . . . . . . . . . . . . . . . . 108Displaying Field Information in Text . . . . . . . . . . . . . . . . . . . 110Displaying Information in Headers and Footers . . . . . . . . . . . . 112Adding Comments to Drawings . . . . . . . . . . . . . . . . . . . . . . 113Selecting and Editing Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113Selecting Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114Selecting Text in Groups . . . . . . . . . . . . . . . . . . . . . . . . . . 114Editing Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115Deleting Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115Finding, Replacing, and Correcting Text . . . . . . . . . . . . . . . . . 116Positioning Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119Repositioning Text in a Shape . . . . . . . . . . . . . . . . . . . . . . 119Moving Text Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120Editing Locked Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . 120Creating Special Annotations . . . . . . . . . . . . . . . . . . . . . . . . . . 121Creating Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121Using Callouts to Highlight Information . . . . . . . . . . . . . . . . . 123Using Title Blocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
  19. 19. xxii ContentsChapter 7: Formatting Visio Elements . . . . . . . . . . . . . . . . . . 127Applying Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127Applying Formats to Lines . . . . . . . . . . . . . . . . . . . . . . . . 128Applying Formats to Text . . . . . . . . . . . . . . . . . . . . . . . . . 129Applying Fill Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . 133Formatting Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133Formatting with Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136Applying Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137Restoring Default Styles . . . . . . . . . . . . . . . . . . . . . . . . . . 138Working with Colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138Using the Color Palette . . . . . . . . . . . . . . . . . . . . . . . . . . 139Working with Color Schemes . . . . . . . . . . . . . . . . . . . . . . . 141Specifying Basic Color Settings . . . . . . . . . . . . . . . . . . . . . . 142Color-Coding Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144Part II: Integrating Visio Drawings 145Chapter 8: Inserting, Linking, and Embedding Objects . . . . . . . . 147Understanding Linking and Embedding . . . . . . . . . . . . . . . . . . . . 148Linking Elements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148Using Hyperlinks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150Linking Visio Drawings with Microsoft Office Files . . . . . . . . . . 154Embedding Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158Embedding Files and Fragments As Objects . . . . . . . . . . . . . . 158Positioning and Formatting Embedded Objects . . . . . . . . . . . . 160Editing the Content of Embedded Objects . . . . . . . . . . . . . . . 162Inserting Graphics in Visio . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163Inserting Graphics Files . . . . . . . . . . . . . . . . . . . . . . . . . . 163Searching for and Inserting Clip Art . . . . . . . . . . . . . . . . . . . 163Inserting Pictures from Digital Devices . . . . . . . . . . . . . . . . . 164Fine-Tuning Visio Drawings for PowerPoint . . . . . . . . . . . . . . . . . . 164Formatting Visio Drawings in a Presentation . . . . . . . . . . . . . . 165Building Drawings in a Presentation . . . . . . . . . . . . . . . . . . . 167Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170Chapter 9: Importing, Exporting, and Publishing Visio Data to the Web . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171Formats for Importing and Exporting . . . . . . . . . . . . . . . . . . . . . 172Using Template Tools to Import and Export . . . . . . . . . . . . . . 173Exploring the New SVG Format . . . . . . . . . . . . . . . . . . . . . . 173Importing Data into Visio . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174Importing Graphic Files into Visio . . . . . . . . . . . . . . . . . . . . 174Importing Your Outlook Appointments to a Visio Calendar . . . . . 175
  20. 20. Contents xxiiiExporting Shapes and Drawings . . . . . . . . . . . . . . . . . . . . . . . . 176Publishing to the Web . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177Choosing an Output Format for a Visio Web Page . . . . . . . . . . . 177Saving Drawings As Web Pages . . . . . . . . . . . . . . . . . . . . . . 179Specifying Web Page Publishing Options . . . . . . . . . . . . . . . . 180Embedding Visio Drawings in Web Pages . . . . . . . . . . . . . . . . 183Adding Hyperlink Navigation Shapes to Drawings . . . . . . . . . . . 183Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185Chapter 10: Linking Shapes with Data . . . . . . . . . . . . . . . . . . 187Understanding Links Between Shapes and Databases . . . . . . . . . . . . 188Linking Drawings to Databases . . . . . . . . . . . . . . . . . . . . . . . . . 190Limitations of the Database Wizard . . . . . . . . . . . . . . . . . . . 191Creating Connections to Data Sources . . . . . . . . . . . . . . . . . 191Linking Drawing Shapes to Database Records . . . . . . . . . . . . . 193Linking Masters to Databases . . . . . . . . . . . . . . . . . . . . . . 194Creating Drawings from Database Records . . . . . . . . . . . . . . . 196Exporting Shape Data to Databases . . . . . . . . . . . . . . . . . . . . . . 198Keeping Drawings and Databases in Sync . . . . . . . . . . . . . . . . . . . 199Adding Drawing Page Commands to Synchronize Shapes . . . . . . 200Adding Actions and Events to Shapes . . . . . . . . . . . . . . . . . . 201Synchronizing Shapes and Database Records Automatically . . . . . 201Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202Part III: Using Visio for Office Productivity 203Chapter 11: Collaborating with Others . . . . . . . . . . . . . . . . . 205Distributing Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206Sending Drawings Using E-Mail . . . . . . . . . . . . . . . . . . . . . . 206Routing Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206Distributing Drawings to Exchange Folders . . . . . . . . . . . . . . . 207Sharing Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208Sharing Drawings with Colleagues Without Visio . . . . . . . . . . . 208Working with Document Workspaces . . . . . . . . . . . . . . . . . . 209Working with Multiple Languages . . . . . . . . . . . . . . . . . . . . . . . . 215Configuring Windows for Multiple Languages . . . . . . . . . . . . . 216Configuring Office for Multiple Languages . . . . . . . . . . . . . . . 216Installing IME for Asian Characters . . . . . . . . . . . . . . . . . . . 216Tracking and Reviewing Changes . . . . . . . . . . . . . . . . . . . . . . . . 217Turning Markup On or Off . . . . . . . . . . . . . . . . . . . . . . . . . 217Marking Up Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . 218Reviewing Markup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221Updating Drawings with Markup Changes . . . . . . . . . . . . . . . 221Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 221
  21. 21. xxiv ContentsChapter 12: Building Block Diagrams . . . . . . . . . . . . . . . . . . 223Exploring the Block Diagram Templates . . . . . . . . . . . . . . . . . . . . 223Choosing the Right Template . . . . . . . . . . . . . . . . . . . . . . . 224Exploring Block Diagram Shapes . . . . . . . . . . . . . . . . . . . . . 225Showing Structure and Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . 227Creating Block Diagrams . . . . . . . . . . . . . . . . . . . . . . . . . 227Modifying Block Diagrams . . . . . . . . . . . . . . . . . . . . . . . . 228Creating Hierarchical Trees . . . . . . . . . . . . . . . . . . . . . . . . 231Modifying Tree Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . 232Adding Impact with 3D Block Diagrams . . . . . . . . . . . . . . . . . . . . 233Modifying Perspective . . . . . . . . . . . . . . . . . . . . . . . . . . . 234Using Multiple Vanishing Points . . . . . . . . . . . . . . . . . . . . . 234Working with Onion Diagrams . . . . . . . . . . . . . . . . . . . . . . . . . . 235Creating Onion Diagrams . . . . . . . . . . . . . . . . . . . . . . . . . 235Modifying Onion Diagram Shapes . . . . . . . . . . . . . . . . . . . . 235Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238Chapter 13: Constructing Charts and Graphs . . . . . . . . . . . . . . 239Exploring the Chart and Graph Templates . . . . . . . . . . . . . . . . . . 240Choosing the Right Template . . . . . . . . . . . . . . . . . . . . . . . 240Exploring Visio Chart and Graph Shapes . . . . . . . . . . . . . . . . 240Constructing Basic Charts and Graphs . . . . . . . . . . . . . . . . . . . . 243Constructing Bar Graphs . . . . . . . . . . . . . . . . . . . . . . . . . 243Constructing Line Graphs . . . . . . . . . . . . . . . . . . . . . . . . . 246Labeling Axes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246Working with Pie Charts . . . . . . . . . . . . . . . . . . . . . . . . . . 247Creating Feature Comparison Charts . . . . . . . . . . . . . . . . . . 248Working with Marketing Diagrams . . . . . . . . . . . . . . . . . . . . . . . 249Building Circle-Spoke Drawings . . . . . . . . . . . . . . . . . . . . . 249Constructing Triangles and Pyramids . . . . . . . . . . . . . . . . . . 250Adding Text to Charts and Graphs . . . . . . . . . . . . . . . . . . . . . . . 251Using Stackable and Extendable Shapes . . . . . . . . . . . . . . . . . . . . 251Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252Chapter 14: Working with Organization Charts . . . . . . . . . . . . 253Exploring the Organization Chart Template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254Exploring the Organization Chart Tools . . . . . . . . . . . . . . . . . 254Exploring Visio’s Organization Chart Shapes . . . . . . . . . . . . . . 255Creating Organization Charts Manually . . . . . . . . . . . . . . . . . . . . 256Creating Organization Charts Using the Organization Chart Wizard . . . . 257Building a File for Organization Data Using the Organization Chart Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258Using Existing Organization Data . . . . . . . . . . . . . . . . . . . . . 259Finalizing the Chart . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261
  22. 22. Contents xxvFormatting Organization Chart Appearance . . . . . . . . . . . . . . . . . . 263Laying Out the Organization . . . . . . . . . . . . . . . . . . . . . . . 263Setting Organization Chart Options . . . . . . . . . . . . . . . . . . . 264Improving Chart Readability . . . . . . . . . . . . . . . . . . . . . . . 265Working with Organization Charts . . . . . . . . . . . . . . . . . . . . . . . 266Moving and Deleting Organization Chart Shapes . . . . . . . . . . . 266Editing Organization Chart Shapes . . . . . . . . . . . . . . . . . . . . 267Working with Multiple-Page Organization Charts . . . . . . . . . . . 268Comparing Versions of Organization Charts . . . . . . . . . . . . . . 269Sharing Organization Chart Data . . . . . . . . . . . . . . . . . . . . . . . . 270Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 270Chapter 15: Working with Flowcharts . . . . . . . . . . . . . . . . . . 271Exploring Flowchart Templates . . . . . . . . . . . . . . . . . . . . . . . . . 271Choosing the Right Template . . . . . . . . . . . . . . . . . . . . . . . 272Exploring Flowchart Shapes . . . . . . . . . . . . . . . . . . . . . . . 274Understanding Flowchart Basics . . . . . . . . . . . . . . . . . . . . . . . . 275Adding and Connecting Flowchart Shapes . . . . . . . . . . . . . . . 275Modifying Flowcharts . . . . . . . . . . . . . . . . . . . . . . . . . . . 277Formatting Flowcharts . . . . . . . . . . . . . . . . . . . . . . . . . . 278Creating Multiple Page Flowcharts . . . . . . . . . . . . . . . . . . . 278Working with Cross-Functional Flowcharts . . . . . . . . . . . . . . . . . . 280Setting Up Cross-Functional Flowcharts . . . . . . . . . . . . . . . . . 280Adding Processes to Cross-Functional Flowcharts . . . . . . . . . . 281Working with Functional Bands . . . . . . . . . . . . . . . . . . . . . 282Identifying Process Phases . . . . . . . . . . . . . . . . . . . . . . . . 283Creating Other Types of Flowcharts . . . . . . . . . . . . . . . . . . . . . . 283Creating Data Flow Diagrams . . . . . . . . . . . . . . . . . . . . . . . 283Creating IDEF0 Diagrams . . . . . . . . . . . . . . . . . . . . . . . . . 285Creating SDL Flowcharts . . . . . . . . . . . . . . . . . . . . . . . . . 286Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286Chapter 16: Documenting Business Processes . . . . . . . . . . . . . 287Working with Business Process Templates . . . . . . . . . . . . . . . . . . 287Audit Diagrams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 288Cause and Effect Diagrams . . . . . . . . . . . . . . . . . . . . . . . . 288Event Process Chain (EPC) Diagrams . . . . . . . . . . . . . . . . . . 290Fault Tree Analysis Diagrams . . . . . . . . . . . . . . . . . . . . . . . 291TQM Diagrams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 292Work Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293Estimating and Reporting with Flowcharts . . . . . . . . . . . . . . . . . . 293Adding Data to Flowcharts . . . . . . . . . . . . . . . . . . . . . . . . 293Adding Custom Properties to Shapes . . . . . . . . . . . . . . . . . . 294Generating Reports with Custom Property Data . . . . . . . . . . . . 294Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295
  23. 23. xxvi ContentsChapter 17: Scheduling Projects with Visio . . . . . . . . . . . . . . . 297Exploring the Project Scheduling Templates . . . . . . . . . . . . . . . . . 298Constructing Calendars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298Creating Daily Calendars . . . . . . . . . . . . . . . . . . . . . . . . . 299Creating Weekly Calendars . . . . . . . . . . . . . . . . . . . . . . . . 299Creating Monthly Calendars . . . . . . . . . . . . . . . . . . . . . . . 299Creating Yearly Calendars . . . . . . . . . . . . . . . . . . . . . . . . . 300Working with Calendars . . . . . . . . . . . . . . . . . . . . . . . . . . 301Working with Appointments and Events . . . . . . . . . . . . . . . . 301Importing Outlook Calendar Data into Visio . . . . . . . . . . . . . . 303Documenting Project Timelines . . . . . . . . . . . . . . . . . . . . . . . . . 304Creating Timelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305Expanding Timelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306Synchronizing Milestones and Intervals . . . . . . . . . . . . . . . . . 308Modifying Timelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308Importing and Exporting Timeline Data . . . . . . . . . . . . . . . . . 309Scheduling Projects Using Gantt Charts . . . . . . . . . . . . . . . . . . . . 311Creating Gantt Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . 312Modifying the Content in Gantt Charts . . . . . . . . . . . . . . . . . 316Formatting Gantt Charts . . . . . . . . . . . . . . . . . . . . . . . . . . 317Importing and Exporting Gantt Chart Data . . . . . . . . . . . . . . . 317Building PERT Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319Creating PERT Charts . . . . . . . . . . . . . . . . . . . . . . . . . . . 320Summarizing Projects on PERT Charts . . . . . . . . . . . . . . . . . 321Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322Chapter 18: Documenting Brainstorming Sessions . . . . . . . . . . 323Exploring the Brainstorming Template . . . . . . . . . . . . . . . . . . . . . 323Accessing Visio Brainstorming Tools . . . . . . . . . . . . . . . . . . 324Exploring the Brainstorming Outline Features . . . . . . . . . . . . . 325Exploring Visio’s Brainstorming Shapes . . . . . . . . . . . . . . . . . 325Creating Brainstorming Diagrams . . . . . . . . . . . . . . . . . . . . . . . 326Adding and Connecting Topics . . . . . . . . . . . . . . . . . . . . . . 326Connecting Topics Manually . . . . . . . . . . . . . . . . . . . . . . . 329Laying Out Brainstorming Diagrams . . . . . . . . . . . . . . . . . . . . . . 329Moving and Reordering Topics . . . . . . . . . . . . . . . . . . . . . 330Changing Layout and Connector Styles . . . . . . . . . . . . . . . . . 331Resizing the Page to Fit the Diagram . . . . . . . . . . . . . . . . . . . 331Enhancing Brainstorming Diagram Appearance . . . . . . . . . . . . . . . 332Working with Legends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 332Adding Symbols to Topics . . . . . . . . . . . . . . . . . . . . . . . . 334Creating and Configuring Legends . . . . . . . . . . . . . . . . . . . . 334Importing and Exporting Brainstorming Data . . . . . . . . . . . . . . . . . 336Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336
  24. 24. Contents xxviiPart IV: Using Visio in Information Technology 339Chapter 19: Modeling and Documenting Databases . . . . . . . . . 341Exploring the Database Model Templates . . . . . . . . . . . . . . . . . . . 342Exploring Database Model Shapes . . . . . . . . . . . . . . . . . . . . 343Updating Database Shapes . . . . . . . . . . . . . . . . . . . . . . . . 343Creating Database Models . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344Building Database Models from Scratch . . . . . . . . . . . . . . . . 344Importing Database Models from Other Applications . . . . . . . . . 345Reverse Engineering an Existing Database . . . . . . . . . . . . . . . 345Updating Reverse-Engineered Database Models . . . . . . . . . . . . 348Working with Database Models . . . . . . . . . . . . . . . . . . . . . . . . . 348Working in the Database Windows . . . . . . . . . . . . . . . . . . . . 348Working with Tables and Columns . . . . . . . . . . . . . . . . . . . . 352Defining Database Views . . . . . . . . . . . . . . . . . . . . . . . . . 357Creating Relationships Between Tables . . . . . . . . . . . . . . . . . 358Creating and Editing Indexes . . . . . . . . . . . . . . . . . . . . . . . 359Editing Database Code . . . . . . . . . . . . . . . . . . . . . . . . . . . 360Setting Database Options and Preferences . . . . . . . . . . . . . . . . . . 361Setting Modeling Preferences . . . . . . . . . . . . . . . . . . . . . . . 362Specifying Notation and Other Display Options . . . . . . . . . . . . 363Creating Express-G and ORM Diagrams . . . . . . . . . . . . . . . . . . . . 363Using Express-G to Create Entity-Level and Schema-Level Diagrams . . . . . . . . . . . . . . . . . . . . . . . . 364Creating Object Role Model Diagrams . . . . . . . . . . . . . . . . . . 365Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367Chapter 20: Building UML Models . . . . . . . . . . . . . . . . . . . . 369Exploring the UML Model Diagram Template . . . . . . . . . . . . . . . . . 370Choosing the Right UML Diagram . . . . . . . . . . . . . . . . . . . . 371Exploring the UML Menu . . . . . . . . . . . . . . . . . . . . . . . . . 373Updating UML Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . 374Working with UML Models . . . . . . . . . . . . . . . . . . . . . . . . . . . . 374Working with the Model Explorer . . . . . . . . . . . . . . . . . . . . 374Using the UML Model Windows . . . . . . . . . . . . . . . . . . . . . 376Organizing Models with Packages . . . . . . . . . . . . . . . . . . . . 377Working with Shapes and Model Elements . . . . . . . . . . . . . . . 378Specifying UML Options . . . . . . . . . . . . . . . . . . . . . . . . . . 380Creating UML Models . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 381Working with Static Structure Diagrams (UML 2 Class Diagrams) . . 382Creating Use Case Diagrams . . . . . . . . . . . . . . . . . . . . . . . 385Creating Activity Diagrams . . . . . . . . . . . . . . . . . . . . . . . . 386Creating State Machine Diagrams . . . . . . . . . . . . . . . . . . . . 388Creating Sequence Diagrams . . . . . . . . . . . . . . . . . . . . . . . 389
  25. 25. xxviii ContentsCreating Collaboration Diagrams . . . . . . . . . . . . . . . . . . . . . 390Creating Component Diagrams . . . . . . . . . . . . . . . . . . . . . . 391Creating Deployment Diagrams . . . . . . . . . . . . . . . . . . . . . 392Reverse Engineering Code into UML Models . . . . . . . . . . . . . . . . . 393Reverse Engineering Visual C++ Code . . . . . . . . . . . . . . . . . . 394Reverse Engineering Visual Basic Code . . . . . . . . . . . . . . . . . 395Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 396Chapter 21: Building Software Development Diagrams . . . . . . . 397Choosing the Right Software Template . . . . . . . . . . . . . . . . . . . . . 398Constructing COM and OLE Diagrams . . . . . . . . . . . . . . . . . . . . . 399Understanding the Elements of COM . . . . . . . . . . . . . . . . . . 399Creating COM and OLE Diagrams . . . . . . . . . . . . . . . . . . . . 400Creating Data Flow Diagrams . . . . . . . . . . . . . . . . . . . . . . . . . . 401Creating Software Diagrams with Jackson Notation . . . . . . . . . . . . . 402Creating System Network Diagrams . . . . . . . . . . . . . . . . . . . 402Creating Jackson Data or Program Structure Diagrams . . . . . . . . 403Modeling Large-Scale Application Architectures . . . . . . . . . . . . . . . 405Creating Program Structure Diagrams . . . . . . . . . . . . . . . . . . . . . 405Modeling Real Time Systems with ROOM Diagrams . . . . . . . . . . . . . 406Prototyping User Interfaces . . . . . . . . . . . . . . . . . . . . . . . . . . . 407Exploring the Windows XP User Interface Template . . . . . . . . . . 407Creating an Application Window . . . . . . . . . . . . . . . . . . . . . 408Prototyping Wizards . . . . . . . . . . . . . . . . . . . . . . . . . . . . 409Building Menus and Toolbars . . . . . . . . . . . . . . . . . . . . . . . 411Designing Dialog Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . 413Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 414Chapter 22: Mapping Web Sites . . . . . . . . . . . . . . . . . . . . . . 415Exploring the Web Diagram Templates . . . . . . . . . . . . . . . . . . . . . 415Planning Web Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 416Creating Conceptual Web Diagrams . . . . . . . . . . . . . . . . . . . 417Fine-tuning Conceptual Web Diagrams . . . . . . . . . . . . . . . . . 418Working with Web Site Maps . . . . . . . . . . . . . . . . . . . . . . . . . . 419Generating Maps of Existing Web Sites . . . . . . . . . . . . . . . . . 421Configuring the Content and Format of Site Maps . . . . . . . . . . . 422Viewing Site Maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 423Working with the Web Site Map Memory Model . . . . . . . . . . . . 425Formatting Web Site Maps . . . . . . . . . . . . . . . . . . . . . . . . 427Identifying Web Site Problems . . . . . . . . . . . . . . . . . . . . . . 429Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 431Chapter 23: Creating Network Diagrams . . . . . . . . . . . . . . . . 433Exploring Network Templates . . . . . . . . . . . . . . . . . . . . . . . . . . 434What’s New in the Network Templates? . . . . . . . . . . . . . . . . . 434What’s Missing? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 434Choosing the Right Template . . . . . . . . . . . . . . . . . . . . . . . 435
  26. 26. Contents xxixCreating Logical and Physical Network Diagrams . . . . . . . . . . . . . . 437Setting Up Network Diagrams . . . . . . . . . . . . . . . . . . . . . . . 437Adding Nodes and Network Topology . . . . . . . . . . . . . . . . . . 437Creating Drill-down Diagrams . . . . . . . . . . . . . . . . . . . . . . . 439Documenting Directory Services . . . . . . . . . . . . . . . . . . . . . . . . 441Laying Out Equipment Racks . . . . . . . . . . . . . . . . . . . . . . . . . . 442Enhancing Network Diagrams . . . . . . . . . . . . . . . . . . . . . . . . . . 444Storing Network Information in Visio Shapes . . . . . . . . . . . . . . 444Generating Equipment Reports . . . . . . . . . . . . . . . . . . . . . . 445Labeling and Numbering Network Diagrams . . . . . . . . . . . . . . 446Color-Coding Network Diagrams . . . . . . . . . . . . . . . . . . . . . 446Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 447449Part V: Using Visio for Architecture and EngineeringChapter 24: Working with Scaled Drawings . . . . . . . . . . . . . . 451Exploring Scaled Drawing Templates . . . . . . . . . . . . . . . . . . . . . . 452Choosing the Right Scaled Drawing Template . . . . . . . . . . . . . 452Working with U.S. and Metric Templates . . . . . . . . . . . . . . . . 453Working with Scale and Units . . . . . . . . . . . . . . . . . . . . . . . . . . 454Working with Scale . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 455Specifying Measurement Units . . . . . . . . . . . . . . . . . . . . . . 459Dimensioning Scaled Drawings . . . . . . . . . . . . . . . . . . . . . . . . . 460Adding Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461Specifying Precision and Units for Dimensions . . . . . . . . . . . . . 463Calculating Area and Perimeter . . . . . . . . . . . . . . . . . . . . . 464Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 465Chapter 25: Creating Scaled Plan Drawings . . . . . . . . . . . . . . 467Creating Plan Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 468Setting Up Plan Drawings . . . . . . . . . . . . . . . . . . . . . . . . . 468Using Existing CAD Floor Plans . . . . . . . . . . . . . . . . . . . . . . 469Using Existing Visio Plan Drawings . . . . . . . . . . . . . . . . . . . 469Managing Plan Drawing Files . . . . . . . . . . . . . . . . . . . . . . . . . . 470Managing Shapes with Layers . . . . . . . . . . . . . . . . . . . . . . . . . . 470Creating Layers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 471Renaming Layers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 472Activating Layers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 473Removing Layers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 473Putting Layers to Work . . . . . . . . . . . . . . . . . . . . . . . . . . 474Assigning Shapes to Layers . . . . . . . . . . . . . . . . . . . . . . . . 476Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 479
  27. 27. xxx ContentsChapter 26: Laying Out Architectural and Engineering Plans . . . . 481Working with Walls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 482Converting Spaces into Walls . . . . . . . . . . . . . . . . . . . . . . . 482Creating Walls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 484Connecting and Resizing Walls . . . . . . . . . . . . . . . . . . . . . . 485Modifying a Wall’s Properties and Appearance . . . . . . . . . . . . . 486Adding Doors, Windows, and Other Openings . . . . . . . . . . . . . . . . 487Adding Openings to Walls . . . . . . . . . . . . . . . . . . . . . . . . . 487Modifying Doors, Windows, and Openings . . . . . . . . . . . . . . . 488Adding Cubicles and Furniture . . . . . . . . . . . . . . . . . . . . . . . . . 490Adding Cubicles to an Office Layout . . . . . . . . . . . . . . . . . . . 490Connecting Modular Furniture . . . . . . . . . . . . . . . . . . . . . . 491Modifying Cubicles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 492Creating Building Services Plans . . . . . . . . . . . . . . . . . . . . . . . . 493Adding HVAC Services . . . . . . . . . . . . . . . . . . . . . . . . . . . 493Adding Electrical and Telecom Services . . . . . . . . . . . . . . . . 498Adding Plumbing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 499Adding Security and Access Systems . . . . . . . . . . . . . . . . . . 500Creating Site and Landscaping Plans . . . . . . . . . . . . . . . . . . . . . . 500Adding Landscaping Elements . . . . . . . . . . . . . . . . . . . . . . 501Working with Roads and Parking Lots . . . . . . . . . . . . . . . . . . 501Drawing Directional Maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . 503Creating Road and Metro Maps . . . . . . . . . . . . . . . . . . . . . . 504Modifying Roads and Intersections . . . . . . . . . . . . . . . . . . . 504Using 3-D Map Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . 505Labeling and Numbering Plans . . . . . . . . . . . . . . . . . . . . . . . . . 505Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 507Chapter 27: Planning Space and Managing Facilities . . . . . . . . . 509Understanding Space Planning and Facilities Management Using Visio . . . . . . . . . . . . . . . . . . . . . 510Exploring the Space Plan Template . . . . . . . . . . . . . . . . . . . . . . . 512Menus and Stencils . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 512Using the Space and Category Explorers . . . . . . . . . . . . . . . . 512Creating Space Plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 514Using the Space Plan Startup Wizard . . . . . . . . . . . . . . . . . . 515Adding Spaces Using the Import Data Wizard . . . . . . . . . . . . . 516Using Shapes to Create Space Plans . . . . . . . . . . . . . . . . . . . 516Assigning Resources to Space Plans . . . . . . . . . . . . . . . . . . . . . . 519Adding Resources to Space Plans . . . . . . . . . . . . . . . . . . . . 520Assigning Categories to Resources . . . . . . . . . . . . . . . . . . . 521Using Visio Space Plans to Manage Facilities . . . . . . . . . . . . . . . . . 522Importing Facilities Data into Space Plans . . . . . . . . . . . . . . . 522Labeling Facilities Shapes . . . . . . . . . . . . . . . . . . . . . . . . . 525Color-Coding Space Plans . . . . . . . . . . . . . . . . . . . . . . . . . 527Finding and Moving Resources . . . . . . . . . . . . . . . . . . . . . . 527Generating Facilities Reports . . . . . . . . . . . . . . . . . . . . . . . 528Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 529
  28. 28. Contents xxxiChapter 28: Integrating CAD and Visio . . . . . . . . . . . . . . . . . . 531Understanding CAD and Visio Integration . . . . . . . . . . . . . . . . . . . 532Displaying CAD Drawings in Visio . . . . . . . . . . . . . . . . . . . . . . . 534Inserting CAD Drawings into Visio . . . . . . . . . . . . . . . . . . . . 534Displaying CAD Layers in Visio . . . . . . . . . . . . . . . . . . . . . . 535Reviewing CAD Drawings in Visio . . . . . . . . . . . . . . . . . . . . 535Modifying Inserted CAD Drawings . . . . . . . . . . . . . . . . . . . . . . . 536Modifying Units and Scale . . . . . . . . . . . . . . . . . . . . . . . . . 536Protecting Inserted CAD Drawings . . . . . . . . . . . . . . . . . . . . 539Positioning and Resizing Inserted CAD Drawings . . . . . . . . . . . 540Converting CAD Drawings to Visio Format . . . . . . . . . . . . . . . . . . 541The Disadvantages of CAD Conversion . . . . . . . . . . . . . . . . . 542Converting CAD Drawings to Visio Format . . . . . . . . . . . . . . . 542Converting Multiple CAD Drawings . . . . . . . . . . . . . . . . . . . 544Creating Stencils from CAD Libraries . . . . . . . . . . . . . . . . . . 545Converting Visio Drawings to CAD Format . . . . . . . . . . . . . . . . . . 545Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 546Chapter 29: Working with Engineering Drawings . . . . . . . . . . . 547Exploring Visio’s Engineering Templates . . . . . . . . . . . . . . . . . . . 548Using Basic Visio Techniques in Engineering Drawings . . . . . . . . . . . 549Working with Mechanical Engineering Drawings . . . . . . . . . . . . . . . 550Drawing Parts and Assemblies . . . . . . . . . . . . . . . . . . . . . . 550Constructing Fluid Power Diagrams . . . . . . . . . . . . . . . . . . . 554Working with Electrical Engineering Drawings . . . . . . . . . . . . . . . . 556Building Process Engineering Models . . . . . . . . . . . . . . . . . . . . . 557Using Process Engineering Views . . . . . . . . . . . . . . . . . . . . 558Updating Process Engineering Projects from Visio 2000 . . . . . . . 560Creating P&ID and PFD Drawings . . . . . . . . . . . . . . . . . . . . 561Building Pipelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 563Working with Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . 565Associating Shapes with Components . . . . . . . . . . . . . . . . . . 566Working with Component Data . . . . . . . . . . . . . . . . . . . . . . 566Tagging and Numbering Components . . . . . . . . . . . . . . . . . . 568Generating Component Lists and Bills of Material . . . . . . . . . . . 571Converting Shapes and Symbols into Components . . . . . . . . . . 572Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 573Part VI: Customizing Templates, Stencils, and Shapes 575Chapter 30: Creating and Customizing Templates . . . . . . . . . . . 577Reasons to Customize Templates . . . . . . . . . . . . . . . . . . . . . . . . 578Customizing Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 578Creating and Saving Customized Templates . . . . . . . . . . . . . . 578Setting Up a File for Use as a Template . . . . . . . . . . . . . . . . . 579Accessing Customized Templates . . . . . . . . . . . . . . . . . . . . . . . 580Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 582
  29. 29. xxxii ContentsChapter 31: Creating and Customizing Stencils . . . . . . . . . . . . 583Creating and Saving Stencils . . . . . . . . . . . . . . . . . . . . . . . . . . . 583Creating a Stencil from an Existing Stencil . . . . . . . . . . . . . . . 584Creating Stencils from Shape Search Results . . . . . . . . . . . . . . 585Creating Stencils from Scratch . . . . . . . . . . . . . . . . . . . . . . 585Creating a Custom Stencil from a Document Stencil . . . . . . . . . . 585Quickly Storing Your Favorite Shapes . . . . . . . . . . . . . . . . . . 586Saving Stencils . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 587Adding Shapes to Stencils . . . . . . . . . . . . . . . . . . . . . . . . . . . . 588Adding Shapes from Drawing Pages . . . . . . . . . . . . . . . . . . . 589Adding Shapes from Other Stencils . . . . . . . . . . . . . . . . . . . 590Modifying Stencil Appearance . . . . . . . . . . . . . . . . . . . . . . . . . . 591Displaying Master Information . . . . . . . . . . . . . . . . . . . . . . 591Changing Spacing and Color Settings . . . . . . . . . . . . . . . . . . 592Rearranging Shapes in Stencils . . . . . . . . . . . . . . . . . . . . . . 592Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 593Chapter 32: Creating and Customizing Shapes . . . . . . . . . . . . . 595Understanding Shapes and Shape Properties . . . . . . . . . . . . . . . . . 596What Makes Shapes Smart? . . . . . . . . . . . . . . . . . . . . . . . . 596Understanding Shapes and Masters . . . . . . . . . . . . . . . . . . . 597Understanding Shape Geometry . . . . . . . . . . . . . . . . . . . . . 597Creating and Editing Masters . . . . . . . . . . . . . . . . . . . . . . . . . . 600Creating Masters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 600Modifying Masters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 602Drawing Shapes and Masters . . . . . . . . . . . . . . . . . . . . . . . . . . 608Drawing Line Segments and Paths . . . . . . . . . . . . . . . . . . . . 609Creating Closed Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . 609Drawing Graphics Precisely . . . . . . . . . . . . . . . . . . . . . . . . 610Creating and Editing Shapes with the Pencil Tool . . . . . . . . . . . 612Transforming Shapes into New Ones . . . . . . . . . . . . . . . . . . . . . . 613Assembling and Disassembling 2-D Shapes . . . . . . . . . . . . . . . 614Manipulating Lines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 619Customizing Connection Points . . . . . . . . . . . . . . . . . . . . . . . . . 620Adding, Moving, and Deleting Connection Points . . . . . . . . . . . 621Working with Types of Connection Points . . . . . . . . . . . . . . . 621Customizing Shape Behavior . . . . . . . . . . . . . . . . . . . . . . . . . . 623Specifying Double-Click Behavior for Shapes . . . . . . . . . . . . . . 623Specifying Placement Behavior . . . . . . . . . . . . . . . . . . . . . . 625Modifying Other Shape Behaviors . . . . . . . . . . . . . . . . . . . . 626Adding Screen Tips to Shapes . . . . . . . . . . . . . . . . . . . . . . 630Working with Custom Properties . . . . . . . . . . . . . . . . . . . . . . . . 630Creating and Editing Custom Properties . . . . . . . . . . . . . . . . 631Using Custom Property Sets . . . . . . . . . . . . . . . . . . . . . . . 634
  30. 30. Contents xxxiiiProducing Reports with Custom Property Data . . . . . . . . . . . . . . . . 637Defining Custom Reports . . . . . . . . . . . . . . . . . . . . . . . . . 637Running Reports with Custom Property Data . . . . . . . . . . . . . 641Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 641Chapter 33: Customizing Shapes Using ShapeSheets . . . . . . . . . 643Viewing ShapeSheets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 644Opening ShapeSheets . . . . . . . . . . . . . . . . . . . . . . . . . . . 644Viewing and Adding ShapeSheet Sections . . . . . . . . . . . . . . . 645Exploring ShapeSheet Sections . . . . . . . . . . . . . . . . . . . . . . . . . 647Writing ShapeSheet Formulas . . . . . . . . . . . . . . . . . . . . . . . . . . 652Exploring the Elements of Formulas . . . . . . . . . . . . . . . . . . . 653Creating Formulas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 653Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 654Chapter 34: Formatting with Styles . . . . . . . . . . . . . . . . . . . . 657Working with Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 658Creating and Editing Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . 660Creating Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 660Editing Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 662Creating Custom Patterns . . . . . . . . . . . . . . . . . . . . . . . . . . . . 663Designing Pattern Shapes . . . . . . . . . . . . . . . . . . . . . . . . . 664Designing Line Patterns . . . . . . . . . . . . . . . . . . . . . . . . . . 665Designing Line End Patterns . . . . . . . . . . . . . . . . . . . . . . . 667Designing Fill Patterns . . . . . . . . . . . . . . . . . . . . . . . . . . . 667Creating New Custom Patterns . . . . . . . . . . . . . . . . . . . . . . . . . 669Creating a New Pattern . . . . . . . . . . . . . . . . . . . . . . . . . . 669Sizing Line Ends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 670Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 670Chapter 35: Customizing Toolbars and Menus . . . . . . . . . . . . . 671Customizing Toolbars and Menus . . . . . . . . . . . . . . . . . . . . . . . 671Customizing Toolbars . . . . . . . . . . . . . . . . . . . . . . . . . . . 672Customizing Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . 674Creating Toolbars and Menus . . . . . . . . . . . . . . . . . . . . . . 675Modifying Toolbars and Menus . . . . . . . . . . . . . . . . . . . . . . . . . 676Renaming Toolbars and Menus . . . . . . . . . . . . . . . . . . . . . . 676Grouping Commands and Menus . . . . . . . . . . . . . . . . . . . . . 676Changing the Width of a Drop-down List . . . . . . . . . . . . . . . . 676Modifying the Appearance of an Entry . . . . . . . . . . . . . . . . . 677Modifying Button Images . . . . . . . . . . . . . . . . . . . . . . . . . 677Creating Keyboard Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . 678Sharing Customized Toolbars and Menus . . . . . . . . . . . . . . . . . . . 678Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 679
  31. 31. xxxiv ContentsChapter 36: Automating Visio . . . . . . . . . . . . . . . . . . . . . . . 681What’s New for Developers in Visio 2003 . . . . . . . . . . . . . . . . . . . 682Working with Macros . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 682Writing Add-Ins to Automate Visio . . . . . . . . . . . . . . . . . . . . . . . 684Using the Visio Drawing Control . . . . . . . . . . . . . . . . . . . . . . . . 685Learning More About Automating Visio . . . . . . . . . . . . . . . . . . . . 686Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 686Part VII: Quick Reference 687Chapter 37: Installing Visio 2003 . . . . . . . . . . . . . . . . . . . . . 689Exploring Visio Installation Methods . . . . . . . . . . . . . . . . . . . . . . 689Using a Local Installation Source . . . . . . . . . . . . . . . . . . . . . 690Deploying with an Administrative Installation Point . . . . . . . . . . 690Using a Compressed CD Image . . . . . . . . . . . . . . . . . . . . . . 691Installing Visio on Your Computer . . . . . . . . . . . . . . . . . . . . . . . 691Installing When a Previous Version Is Present . . . . . . . . . . . . . 692Using the Microsoft Windows Installer . . . . . . . . . . . . . . . . . 692Activating a New Visio Installation . . . . . . . . . . . . . . . . . . . . . . . 694Maintaining and Repairing Visio . . . . . . . . . . . . . . . . . . . . . . . . 695Adding and Removing Components . . . . . . . . . . . . . . . . . . . 696Repairing Your Visio Installation . . . . . . . . . . . . . . . . . . . . . 696Learning More About Your Version of Visio . . . . . . . . . . . . . . . . . . 697Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 698Chapter 38: Visio 2003 Help Resources . . . . . . . . . . . . . . . . . 699The Getting Started Tutorial . . . . . . . . . . . . . . . . . . . . . . . . . . . 699Finding Help About Visio . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 700Viewing Visio Help Topics . . . . . . . . . . . . . . . . . . . . . . . . . 700Configuring Your Help Settings . . . . . . . . . . . . . . . . . . . . . . 701Searching the Microsoft Knowledge Base . . . . . . . . . . . . . . . . 702Working with Visio Task Panes . . . . . . . . . . . . . . . . . . . . . . . . . 703Other Helpful Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 704Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 704Chapter 39: Additional Resources for Templates and Stencils . . . 705Using the Diagram Gallery . . . . . . . . . . . . . . . . . . . . . . . . . . . . 705Exploring the Visio Extras Stencils . . . . . . . . . . . . . . . . . . . . . . . 706Finding Templates and Samples at Microsoft Office Online . . . . . . . . . 707Finding Third-party Visio Templates and Stencils . . . . . . . . . . . . . . 707Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 708
  32. 32. Contents xxxvChapter 40: Keyboard Shortcuts . . . . . . . . . . . . . . . . . . . . . 709Using Keyboard Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . 709Handy Keyboard Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . 710File Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 710Action Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 710Editing and Formatting Shortcuts . . . . . . . . . . . . . . . . . . . . 710Window and Viewing Shortcuts . . . . . . . . . . . . . . . . . . . . . 711Zoom Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 712Tool Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 712Shape Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 712Dialog Box Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . 713Edit Box Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 713Menu and Toolbar Shortcuts . . . . . . . . . . . . . . . . . . . . . . . 714Help Shortcuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 714Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 715Chapter 41: Template and Stencil Reference . . . . . . . . . . . . . . 717Templates for Office Productivity . . . . . . . . . . . . . . . . . . . . . . . . 718Templates for Information Technology . . . . . . . . . . . . . . . . . . . . 720Templates for Architecture and Engineering . . . . . . . . . . . . . . . . . 722Visio Extras Stencils . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 725Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 726Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 727
  33. 33. P A R TUnderstanding IIVisio ✦ ✦ ✦ ✦In This PartFundamentals Chapter1Getting Startedwith VisioChapter 2Getting Startedwith DrawingsChapter 3Working withVisio FilesChapter 4Working with ShapesChapter 5Connecting ShapesChapter 6Working with TextChapter 7FormattingVisio Elements✦ ✦ ✦ ✦
  34. 34. C H A P T E RGetting Started 11with Visio ✦ ✦ ✦ ✦Humans are visual creatures, so it isn’t surprising thatwe visualize and communicate our ideas, designs, andfinal products graphically. In the past, high-quality graphicswere the work of professional graphic artists and illustrators,but with Visio 2003, anyone can produce informative andattractive diagrams, drawings, and models. Visio is so straight­forward that you can use it to capture the fast-paced output ofbrainstorming sessions or the frequent changes made to ini­tial designs and models. At the same time, Visio is powerfulenough to develop sophisticated models, and precise enoughto document the details of existing systems.Visio 2003 is like a good friend with expertise in dozens offields. It jumpstarts your efforts with solutions designedspecifically to produce different types of drawings. Visio tem­plates set up your work environment with menus of special­ized tools, sets of predefined shapes, and drawing settingssuch as page size and orientation typical for the type of draw­ing you want to create. Visio stencils categorize thousands ofpredefined symbols by industry, drawing type, and applica­tion. These Visio SmartShapes have built-in behaviors andproperties to help you quickly assemble drawings and collectinformation.Simplicity and convenience are key to Visio’s power. To con­struct a drawing, you drag and drop predrawn shapes fromstencils onto drawing pages. Defining relationships betweenshapes is as easy as dropping one shape onto another ordragging and dropping connectors onto shapes. Specializedtools help lay out drawings and perform typical tasks. Thesimplicity of integrating Visio with tools such as MicrosoftOffice, AutoCAD, Adobe Framemaker, and database manage­ment systems makes it easy to maintain drawings and docu­mentation of systems.In This ChapterDiscovering featuresnew to Visio 2003Identifying whichversion of Visioyou needLearning the basicconcepts behindVisio’s powerExploring thecomponents ofVisio’s interface✦ ✦ ✦ ✦
  35. 35. 4 Part I ✦ Understanding Visio FundamentalsWhat’s New in Visio 2003?Visio 2003 delivers brand-new templates and shapes as well as significant improve­ments and enhancements to many existing ones. In addition, Visio 2003 includesnew and improved features to boost your productivity and enhance collaborationwith others. You can send Microsoft feedback about the product or rate the useful­ness of help topics and templates.FeatureNew Look for the New Feature icon throughout this book to learn more about what’snew and improved.New and Improved Shapes and TemplatesThe Visio team expands the scope of the product with every release. Visio 2003introduces the following new templates and shapes:✦ Business Process templates — New templates for event-driven processchains, fault tree analysis, and work flow, plus a new home for other businessprocess templates✦ Brainstorming — A replacement for the Mind Mapping template✦ Timeline — A new template for documenting project timelines✦ Space Plan Startup Wizard (Visio Professional only) — A new tool for buildingspace plans quickly✦ Detailed Network Diagram (Visio Professional only) — A replacement for theLogical Network Diagram✦ Rack Diagram (Visio Professional only) — A new template for designing equip­ment placement in racks✦ Windows XP User Interface (Visio Professional only) — A new template fordesigning Windows XP user interfacesYou’ll appreciate the enhancements added to many existing templates and shapes,including the following:✦ Calendar✦ Organization Chart✦ Basic Network Diagram✦ Space Plan Import Data Wizard (Visio Professional only)✦ Web Site Map (Visio Professional only)✦ Electrical Engineering (Visio Professional only)✦ Building Plan (Visio Professional only)
  36. 36. 5Chapter 1 ✦ Getting Started with VisioProductivity EnhancementsVisio enhances its reputation for being quick and easy with the following newfeatures:✦ Task panes — You can access many of Visio’s most popular features on tennew task panes, which are docked to the right of the drawing page by default.✦ Shape management — You can find shapes faster with Search for Shapes, animproved replacement for the Find Shape feature. You can organize your fre­quently used shapes on the Favorites stencil or add them to custom stencils,which you can store in the new My Shapes folder for easy access.✦ Editing tools — Shapes now include rotation handles so you can rotate themwithout switching drawing tools. To select multiple shapes, you can choosefrom the Pointer, Lasso Select, or Multiple Select tools. It’s also easier to coor­dinate colors if you use templates with built-in color schemes.✦ Getting started — The Diagram Gallery provides an overview of Visio drawingtypes to help you select an appropriate template. Microsoft Office Onlineincludes additional templates and clip art, as well as starter drawings thatalready contain basic content to get you going. For an introduction to Visio’sfeatures, you can use the Getting Started Tutorial on the Visio Help menu.✦ CAD integration — The DWG Converter produces more accurate Visio repre­sentations of your original CAD drawings.✦ Help resources — Online help from Microsoft Office Online provides up-to-the-minute help and in-depth articles about Visio and other Office applications.The Help and Template Help task panes provide access to almost all of Visio’shelp resources, with a few more on the Visio Help menu and online. You canpause the pointer over a shape on a stencil to view a description and access aHelp link.✦ Customer feedback — You can help improve future versions of Visio bychoosing to participate in the Customer Experience Improvement Program, inwhich Microsoft collects information about your hardware configuration andhow you use Microsoft Office programs. In addition, you can provide feedbackabout programs, the effectiveness of help topics, templates, and MicrosoftOffice Online content.✦ Features for developers — In addition to a Visio 2003 ActiveX control for incor­porating Visio into host applications, developers can increase their productiv­ity with new ShapeSheet functions, keyboard and mouse events, and othertools. New interface elements such as ShapeStudio and the Formula Tracingwindow make it easier to create SmartShapes. (Visio Professional only)Collaboration and SharingCollaboration and the subsequent sharing of documents are key initiatives forMicrosoft today. Visio 2003 includes a number of new features to simplify collabora­tion with your colleagues:
  37. 37. 6 Part I ✦ Understanding Visio Fundamentals✦ Track markup — You can propose changes to drawings and review thechanges proposed by your coworkers. Each person’s changes appear in aunique color on a separate overlay.✦ Ink — You can add hand-drawn shapes or handwritten notes to drawingsusing a tablet PC or any computer with an electronic pen device. You canedit Ink shapes or add them to stencils just like other Visio shapes.✦ Scalable Vector Graphic format — Visio 2003 now supports the ScalableVector Graphics (SVG) format.✦ Microsoft Office Visio Viewer 2003 — People who don’t have Visio can viewand print your Visio drawings after downloading the Visio Viewer from theMicrosoft Download Center.✦ Document Workspaces—People can collaborate on documents stored inDocument Workspaces, which are Microsoft Windows SharePoint Services sites.Contributors can work on the master copy in the Document Workspace or edittheir own copy, which they can synchronize periodically with the master.✦ Language handling — Visio 2003 supports Unicode, End User DefinedCharacter sets, and the new Chinese character-encoding standard, GB18030.In addition, Multilingual User Interface packs simplify Visio deployment inglobal enterprises by displaying text for the user interface, Help, and wizardsin other languages.Features Discontinued in Visio 2003A few templates and tools are no longer available. However, you can searchMicrosoft Office Online or other Web sites for replacements.Cross- To find other sources for Visio shapes and templates, refer to Chapter 39.Reference✦ Data Flow Model Diagram Model Explorer (Visio Professional only) — TheData Flow Model Diagram template no longer contains the Model Explorer.However, the UML template still has its Model Explorer.✦ Directory Services Directory Navigator (Visio Professional only) — TheDirectory Services Diagram template no longer contains the DirectoryNavigator.✦ Forms — The Forms template is no longer available. You can use Microsoft’snew product, Infopath, to build forms and communicate data.✦ Import Flowchart Data Wizard — You must import data into a flowchart in anearlier version of Visio and save the result in that version. You can then openthe file in Visio 2003.✦ Organization Chart Conversion Utility — You must convert an organizationchart in an earlier version of Visio and save the result in that version. You canthen open the organization chart in Visio 2003.
  38. 38. 7Chapter 1 ✦ Getting Started with Visio✦ Visio Network Equipment Sampler (Visio Professional only) — Shapes inthe VNE Sampler are no longer available, but many equipment manufacturersprovide shapes for their equipment on their Web sites.Visio has dropped support for the following file formats and their converters:✦ Adobe Illustrator✦ ABC Flow Charter, versions 2.0, 3.0, and 4.0✦ CorelDRAW!, versions 3.0 through 7.0✦ CorelFLOW 2.0✦ Corel Clipart✦ Computer Graphics Metafile✦ Microstation (DGN)✦ MicroGrafx Designer 3.1✦ MicroGrafx Designer 6.0 English✦ Postscript and Encapsulated Postscript✦ Initial Graphics Exchange Specification✦ ZSoft PC Paintbrush (PCX)✦ Mac Clipboard✦ Text Files (TXT) and Comma Separated Values (CSV)What Visio Is and Isn’tVisio can be many things to many people. Applied properly, Visio 2003 can help youproduce simple diagrams or complex models. These far-reaching capabilities canbe confusing if you don’t understand how they differ. Even worse, you can becomequite frustrated if you try to use Visio for tasks for which it wasn’t designed.Many drawings are simple diagrams with some basic connections and little orno associated data. For these drawings, you can simply drag and drop shapes andconnectors in either Visio Standard or Visio Professional. The remaining chaptersin Part I, Understanding Visio Fundamentals, describe the basic tools you need todiagram with Visio.However, Visio Professional can also produce intelligent models and specializeddocumentation for numerous fields, including software engineering, architecture,mechanical and electrical engineering, and business process modeling. Templatesfor these advanced applications contain tools for performing specialized tasks.The shapes contained in the stencils for these templates have smart features —
  39. 39. 8 Part I ✦ Understanding Visio Fundamentalsbuilt-in behaviors and attributes that fit the shapes to their role. For instance, inter­secting walls in building plans are smart enough to clean up their overlapping lines.Cubicle shapes might contain properties that identify the people occupying theenclosed space for occupancy reports. These features are time-savers when youknow how to use them, but can make Visio seem to have a mind of its own whenyou don’t. Parts III, IV, and V of this book teach you the ins and outs of Visio’s moresophisticated solutions.You can draw precise plans to scale with Visio. Visio Standard supports only basicbuilding plans, whereas Visio Professional supports a variety of architectural andengineering plans. Nonetheless, you’ll probably want the extra power of a CADapplication, such as AutoCAD, to design and document large or complex plans.Even so, Visio can be a helpful companion to your CAD application. You can createshapes faster and more easily in Visio and then import them for use in AutoCAD orother CAD applications. Team members who don’t have access to AutoCAD can cre­ate their drawings in Visio using CAD drawings as a backdrop and import their workinto AutoCAD if necessary. Visio also simplifies preparing presentations for largeprojects.Understanding Visio ConceptsVisio enhances your drawing and modeling productivity because so many of its ele­ments include features that incorporate industry expertise. Most of the time, youdon’t even think about how much Visio does for you because the templates, sten­cils, and shapes do just what you would expect. However, some of Visio’s special­ized capabilities might surprise or even confuse you at first. By understanding theconcepts that make Visio so powerful, you can prevent problems and maintain yourproductivity.Using Templates and StencilsIn the real world, templates are patterns you use to build something. For example,you could use a standard design for a log house to simplify the construction of yourhome. In Visio, templates are solutions that facilitate the construction of a specifictype of drawing. Each template comprises settings, stencils, styles, and specialcommands to make your work on a drawing as easy as possible.Visio stencils are categorized collections of shapes. To continue the house analogy,a Visio stencil is like a catalog of cedar logs and connecting brackets that are avail­able from your local building supply store. To build your home, you order the compo­nents you need from the store and assemble them according to your house design.In Visio, you assemble your drawings by dragging and dropping shapes from stencilsonto your drawing page.
  40. 40. 9Chapter 1 ✦ Getting Started with VisioWhen you create a drawing based on a template, Visio does the following things:✦ Opens stencils with shapes — Visio opens stencils that contain the shapesyou need for the type of drawing you are creating.✦ Includes styles — Visio provides special formatting styles typical for thecurrent drawing type. For example, a construction project created from afloor plan template includes line styles typically used to dimension architec­tural plans.✦ Automatically displays menus and toolbars — If the template contains a spe­cial menu, Visio adds an entry for the menu to the menu bar. If the templatecontains a special toolbar, Visio floats the toolbar in the drawing area.✦ Specifies settings — Visio specifies settings typical for the type of drawing.For basic block diagrams, Visio uses letter-size paper, portrait orientation,one-to-one scale, and inches for measurement units. For site plans, it specifiesa 36" × 42" architectural drawing size in landscape orientation, a scale of 1inch to 10 feet, and measurement units of feet and inches.✦ Displays rulers and grid — To make positioning shapes easy, the rulers andgrid take into account the scale and units for the drawing. For example, ablock diagram shows inches on the rulers with each grid cell equal to one-quarter inch. Conversely, rulers for a site plan display feet in the rulers witheach grid cell equal to ten feet.Dragging and Dropping Shapes to Create DrawingsVisio’s philosophy is elegantly simple — you construct drawings by dragging anddropping predefined shapes onto drawing pages. Although working with Visio canseem like copying clip art into a document, Visio shapes are much more powerful,quickly transforming a blank page into a professional document with a few applica­tions of drag and drop.What Makes Shapes SmartVisio shapes can represent many things: ideas, processes, components of a model,and real-world objects such as people, places, and things. Visio calls themSmartShapes because they have built-in properties and behaviors that give themintelligence. As you work on a drawing, shape behaviors help you position theshapes and connect them appropriately to other shapes. For example, when youplace a door shape in a wall, the door lines up with the wall and creates an openinginto a room, as shown in Figure 1-1. That same door might contain properties tomodify the shape or identify it, also shown in Figure 1-1. For example, one doorproperty specifies whether the door is centered in the wall. Other door propertiescan define a door’s dimensions, its catalog number, or its associated room number,so you can produce a schedule of the doors you need and where they belong inyour building.
  41. 41. 10 Part I ✦ Understanding Visio FundamentalsDoor shapes can create openings in wallsFigure 1-1: Shapes include behaviors and properties that give them intelligence.Cross-ReferenceTo learn about how to define properties and behaviors for shapes, see Chapter 32.In Visio, predrawn shapes are called masters, which are stored and categorized instencils. When you drag and drop a master from a stencil onto your drawing page,you create a copy, which is called an instance of that master. Each instance inheritsits master’s behaviors, so it knows how to act when you add it to your drawing. Italso inherits its master’s properties, so you can assign unique values to an instance.Using Handles to Manipulate ShapesShapes have other features to help you position, resize, and connect them to oneanother. When you select a shape, Visio marks these features with colored graphics,as illustrated in Figure 1-2. Shapes include the following types of handles:✦ Selection handles — Red or green boxes appear when you select a shape.You can drag these selection handles to resize a shape or attach connectorsto them.✦ Connection points — Blue Xs mark locations where you can glue connectorsor lines.
  42. 42. Chapter 1 ✦ Getting Started with Visio 11✦ Rotation handle — This is a red circle that you can drag to rotate a shape.✦ Control handles — Yellow diamonds that appear on some shapes. You candrag control handles to modify a shape’s appearance — for instance, tochange the swing on a door.✦ Eccentricity handles — Green circles that you can drag to change the shapeof an arc.Shapes can be one-dimensional or two-dimensional. Two-dimensional shapes, such asrectangles and office tables, have selection handles at each corner and the midpointsof each side, which you can drag to modify a shape’s height and width. 1D shapes,such as connectors, lines, and arrows, have end points that you can drag to changethe length of the shape. You can change the length of 1D shapes as well as the widthof some 1D shapes, such as the 1D single arrow. However, you can’t change lengthand width at the same time because a 1D shape doesn’t have selection handles at itscorners.Rotation handleControl handleConnection pointSelection handleFigure 1-2: Visio uses colored marks to identify handles you can use to modify shapes.
  43. 43. 12 Part I ✦ Understanding Visio FundamentalsConnecting ShapesRelationships can convey as much information as the elements they connect.Whether you are showing who reports to a manager in an organization or definingthe relationship between two database tables, connections between Visio shapesare important. In Visio, connections not only provide information about a relation­ship, they also help you lay out and rearrange the shapes on your drawing.Cross- To learn more about connecting shapes, see Chapter 5.ReferenceWhat Connectors DoConnectors are Visio shapes that define the relationships between other shapes.In essence, connectors are lines with shapes attached to each end. When you movetwo connected shapes, the connector between them adjusts to maintain that con­nection. Likewise, connectors maintain shape connectivity when you use Visio’sautomatic layout tools. For example, you can change the layout of an organizationchart from horizontal to vertical and the connectors alter their paths as theemployee shapes take up their new locations.Connectors have start and end points that define direction for a connection betweenshapes. Which end you connect to a shape can make a big difference in behavior. Forexample, in a database model, the table shape at the start of a connector is the par­ent, whereas the table at the end of a connector is the child. When you define a one-to-many relationship between those connected tables, the one is associated with thetable at the connector’s start point, and the many belongs to the table at the connec-tor’s end point.Tip When you want to differentiate the predecessor and successor for two connectedshapes, such as in a data flow diagram or project schedule, make sure you gluethe start point of the connector to the shape you are connecting from and the endpoint to the shape you are connecting to.Straight Versus Dynamic ConnectorsStraight connectors are straight lines that connect shapes. They lengthen, shorten,and change their angle to maintain shape connectivity, but they draw straight overshapes that are in their path, as shown in Figure 1-3.Dynamic connectors are smarter. They automatically bend, stretch, and detouraround shapes instead of overlapping them. They can also jump over other connec­tors to make connections easier to follow on a drawing. By default, dynamic con­nectors use right angles to bend around shapes. You can change the path of aright-angled connector by moving any of its vertices. You can also add or move
  44. 44. Chapter 1 ✦ Getting Started with Visio 13segments of a right-angled connector by dragging a midpoint of a segment. Curvedconnectors are dynamic as well. You can drag their control points and eccentricityhandles, to modify the shape of the curve.Figure 1-3: You can connect shapes withstraight or dynamic connectors.Using GlueJust as in real life, Visio needs glue to make things stick together. Visio “glue” comesin two varieties: shape-to-shape and point-to-point. Shape-to-shape glue, also knownas dynamic glue, builds dynamic connections between shapes. When you repositionshapes connected with shape-to-shape glue, the end points of the connector moveto the closest available connection points, as shown in Figure 1-4. Point-to-point glue,also known as static glue, keeps the connector end points glued to the specificpoints you selected on the shapes, also illustrated in Figure 1-4. In addition, you cancombine dynamic and static glue, gluing a connector to a shape at one end and aspecific point at the other.By default, you can glue to entire shapes, connection points, or guides. You canchange glue settings to also glue to shape handles, shape vertices, or any point ona shape’s geometry. As you draw a connector, a red box appears around a shapewhen you are connecting to that shape. If you are connecting to a point, the connec­tion point turns red.

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