This document provides an overview and quick guide to Visio 2013 and Visio Services in SharePoint 2013. It discusses what Visio Services is, how to configure it, why it is useful, options for integrating Visio drawings into SharePoint, how to create and display Visio drawings in the browser, how the rendering works, features for visualizing and refreshing data linked to drawings, and how to comment on drawings. It also includes demos of connecting processes, building a BI dashboard, and using Visio and web part connections.

1. VISIO 2013 & VISIO SERVICES – A QUICK GUIDE
#SPCNYC
Knut Relbe-Moe_July 26th, 2014

2. THANK YOU EVENT
SPONSORS
• Please visit them and inquire about their
products & services
• To win prizes make sure to get your
bingo card stamped by ALL sponsors

3. KNUT RELBE-MOE
Lead Solution Architect
Technical Lead SharePoint
Oslo, Norway
Microsoft Certified Trainer
Founder of NIWUG
Twitter: @sharePTkarm
Email: knutrelbemoe@outlook.com
Blog: www.sharepointblog.no
Skype: shareptkarm
Mobile: 0047-98224609
My Experience:
 SharePoint evangelist, mentor, speaker
 Old developer, turned Architect / ITPro
 Have worked with SharePoint since the 2003 version.
 Worked with several clients upgrading their solution from 2007/2010 to 2013.
 Works as a Lead Architect and advisor creating SharePoint Farm architecture/infrastructure on many
projects. With up to 25.000 users.
 Worked with automating the installation and configuration of SharePoint.

4. AGENDA
1 What is Visio services
2 Configuring Visio Services
3 Why Visio Services
4 SharePoint integration options
5 How to create a Visio Drawing and show it in the Visio Webpart
6 How it works
7 How is the rendering possible
8 Demo - Visio connecting processes
9 Key Visualization Features
10 Demo - Building A Simple BI Dashboard With Visio 2013 And Visio Services
11 Commenting
12 Demo - Commenting
13 What is JSOM
14 Demo - Visio & Web Part Connections to Highlight
15 Summary / Next

5. WHAT IS VISIO SERVICES
 Visio Services in SharePoint 2013 enables you to load, display, and interact
programmatically with Visio files on SharePoint Server 2013 and Microsoft
SharePoint Online.

6. CONFIGURING VISIO
SERVICES
• Create a Visio Graphics Service service application
in SharePoint Server 2013.
• 2 options:
1. Create using Central administration
1. Need to be member of Farm administrator group
2. New Visio Graphics Service
2. Create using Powershell
1. Need to have minimum ADD-SPShellAdmin
2. Windows PowerShell command prompt (that is, PS
C:>), type the following command and press Enter:
New-SPVisioServiceApplication -Identity “<VisioGraphicsServiceName>” -
ServiceApplicationPool “SharePoint Web Services Default” -AddToDefaultGroup

7. WHY VISIO SERVICES
Renders diagrams in the browser
High quality PNG for full fidelity
No depends on Silverlight
Native support for Visio file format
Diagram consumers doesn’t need a Visio Client
Available across devices using desktop browsers
and mobile browsers
Users interact with content
Pan, Zoom, Hyperlinks, View Shape Data
Accessible only via SharePoint
On Premise / Office 365

8. WHY VISIO SERVICES
Refresh and recalculate data from
Multiple external sources
Configure using the Data linking wizard
in the client
All shapes visually refresh – not just the data Graphics
Data drives Shape Behavior
Integrated into SharePoint solutions
Extensible using the JavaScript API and Web part connections

9. SHAREPOINT INTEGRATION OPTIONS
• Visio Web Access Web Part
• Build a custom page focused on a particular diagram and customize the user experience
• Web Part Connections
• Set up connections between webparts to enable predetermenied integration scenarios
• JavaScript Mash-Up API
• Write custom dash board using JavaSript, ASP.net etc

10. DEMO - HOW TO CREATE A VISIO DRAWING AND
SHOW IT IN THE VISIO WEBPART
All demos will later be available on my website:
http://www.sharepointblog.no

11. HOW IT WORKS: VISIO SERVICE ARCHITECTURE
Visio Web
Access
Custom Data
Providers
Visio JSOM
Mash-Up API
Web Part
Connections
Visio Proxy
Visio Graphics Service
VDW/b/m
Web Front End
Backend
SQL
OLEDB/ODB
C
XLSX SP Lists
Application Server

12. HOW IT WORKS: CREATING A VISIO SOLUTION
Save VSDX file to
SharePoint Server 2013
or Office 365
2• Create Diagram
• Use Data Linking
and Data Graphics
•View diagram in web browser
•Opens diagram in Visio3
•Click Refresh to update
data graphics
•Data refresh can be
automated by setting
interval time
4
Data Source
• SharePoint List
apps
• Excel Services
• SQL Server
• OLEDB / ODBC
1

13. HOW IS RENDERING POSSIBLE
 New file format
 .VSDX
 Supported by all Visio 2013 editions
 PNGs generated by Visio Services
 Supports everything
 Shape data
 Hyperlinks
 Images and clipart
 Files are read only on the server (except for commenting)
 Updates are cached per user session

14. DEMO - VISIO CONNECTING PROCESSES
All demos will later be available on my website:
http://www.sharepointblog.no

15. KEY VISUALIZATION
FEATURES
• Data linking
• Import data to your diagram
• The data is cached in the VSDX file for
portability / offline use
• Link data to shapes
• Link record replicated in Shape Data
Properties

16. KEY VISUALIZATION
FEATURES
• Data graphics
• Surface Shape Data values
• Represhable shape geometry
• Icon sets
• Text Callouts
• Data bars
• Color by value
• Shape behavior
• All Visio shapes are evaluted for rendering
• Build Shapes that repond to data changes
• Drive geometry, formatting, text etc via the
ShapeSheet

17. SUPPORTED REFRESHABLE DATA SOURCES
• SharePoint On-Premise
• Office 365

18. DEMO - BUILDING A SIMPLE
BI DASHBOARD WITH VISIO 2013 AND VISIO
SERVICES
All demos will later be available on my website:
http://www.sharepointblog.no

19. COMMENTING
 Commenting using the Client
 View and Edit comments in the Client
 Commenting using Visio Services
 View and Edit comments in the browser
 Allows teams to get feedback without installing the client
 Comments stored as part of the Visio file (.vsdx)
 Backward compability
 Old comments converted to new for the new file format
 New comments converted to old for old clients

20. DEMO - COMMENTING
All demos will later be available on my website:
http://www.sharepointblog.no

21. WHAT IS JSOM
• What is JSOM?
• A JavaScript based object model for communicating with the
Visio Web Access web part
Web Part Page
Visio Web
Access Web
Part
Content Editor
Web Part
Document Library
File containing JScript
Visio Diagram

22. WHAT IS JSOM
• What can you do with it?
• Read shape data, hyperlinks, comments
• Select shapes
• Add highlights and overlays (HTML + HTML5)
• Respond to mouse events
• Change the pan and zoom settings
• Navigate pages and diagrams ( drill down )

23. DEMO - VISIO & WEB PART CONNECTIONS
TO HIGHLIGHT
All demos will later be available on my website:
http://www.sharepointblog.no

24. • Easy to set up
• Easy to create diagrams with Visio
• Need Enterprise License
• Visio provides lots of tools to create diagrams
• Callouts
• Stock graphics
• Use other images
• Excel Services
• Requires additional considerations
• Users
• Interaction
• No need for client
SUMMARY

25. Thank you!
 Chris Hopkins
 Thomas Browet
 Alan Richards
 Don Kirkham
 Bjørn-Harald Rapp

26. • Chris Hopkins blog:
• http://blogs.msdn.com/b/chhopkin/
• Can find much information on Internet, Microsoft have many Visio Webinars
• https://www.youtube.com/watch?v=NLJPonmyw5o
• https://www.youtube.com/watch?v=zgf9UtuB1D8
• Technet:
• http://technet.microsoft.com/en-us/library/ee663482(v=office.15).aspx
• http://technet.microsoft.com/en-us/library/ee663485(v=office.15).aspx
•
WANT MORE INFORMATION/DEEP DIVE?

27. THANK YOU EVENT
SPONSORS
• Please visit them and inquire about their
products & services
• To win prizes make sure to get your
bingo card stamped by ALL sponsors