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SharePoint 2010 Essential Training

SharePoint and Visio


From:

SharePoint 2010 Essential Training

with Simon Allardice

Video: SharePoint and Visio

If you create diagrams and flowcharts in Visio, you'll find SharePoint can help you in three different ways. First, and the simplest of all, well, you can just upload regular Visio files into a document library. There is no problem with that. You get the wide availability, things like versioning and check in, check out. Visio is just treated like any other Office document inside SharePoint. I'm going to navigate out and find a simple Visio diagram that I have saved to my own documents library on my Desktop. Nothing remarkable here.
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  1. 1m 16s
    1. Welcome
      1m 16s
  2. 16m 34s
    1. What is SharePoint?
      8m 9s
    2. SharePoint roles
      2m 5s
    3. Accessing SharePoint
      4m 48s
    4. The SharePoint product line
      1m 32s
  3. 44m 55s
    1. What is a team site?
      2m 43s
    2. Navigating a team site
      9m 41s
    3. Using team site lists and libraries
      11m 38s
    4. Editing the home page
      9m 31s
    5. Adding a Web Part
      6m 19s
    6. Deleting a Web Part
      5m 3s
  4. 10m 53s
    1. What is a Document Workspace?
      4m 2s
    2. Creating a Document Workspace
      4m 3s
    3. Deleting a Document Workspace
      2m 48s
  5. 6m 3s
    1. What is a Meeting Workspace?
      2m 7s
    2. Creating a Meeting Workspace
      2m 40s
    3. Deleting a Meeting Workspace
      1m 16s
  6. 36m 3s
    1. Exploring the available lists
      5m 30s
    2. Creating a custom list
      8m 44s
    3. Creating a custom view
      6m 43s
    4. Working with libraries
      6m 18s
    5. Using versioning and Check In/Check Out
      8m 48s
  7. 45m 55s
    1. SharePoint and Word
      6m 6s
    2. SharePoint and Outlook
      7m 38s
    3. SharePoint and Excel
      3m 54s
    4. SharePoint and Access
      2m 58s
    5. SharePoint and InfoPath
      11m 42s
    6. SharePoint and PowerPoint
      3m 46s
    7. SharePoint and Visio
      6m 20s
    8. Using SharePoint Workspace
      3m 31s
  8. 32m 8s
    1. What is a site collection?
      3m 56s
    2. Creating a site collection
      6m 35s
    3. Creating a new site
      6m 29s
    4. Customizing a site
      7m 47s
    5. Creating a site template
      7m 21s
  9. 13m 53s
    1. Understanding permissions
      3m 33s
    2. Adding a user to a site
      5m 14s
    3. Deleting a user from a site
      1m 39s
    4. Creating a new security group
      3m 27s
  10. 31m 54s
    1. Using out-of-the-box workflows
      11m 1s
    2. Creating your own workflows with SharePoint Designer
      15m 20s
    3. Creating your own workflows with Visio
      5m 33s
  11. 40m 36s
    1. Using site templates
      5m 49s
    2. Using the web content management features
      10m 40s
    3. Using master pages
      3m 37s
    4. Creating an Enterprise Wiki
      7m 14s
    5. Sharing an Access database with Access Services
      7m 19s
    6. Working with rich media
      5m 57s
  12. 53m 9s
    1. Managing documents and records
      3m 0s
    2. What are content types?
      4m 22s
    3. Creating a content type
      11m 30s
    4. What are document sets?
      2m 12s
    5. Creating document sets
      7m 49s
    6. Creating a Document Center
      4m 37s
    7. Creating a Record Center
      8m 25s
    8. Defining information management policy
      11m 14s
  13. 15m 42s
    1. Using personal and social features
      7m 28s
    2. Creating a SharePoint blog
      2m 48s
    3. Personalizing SharePoint with tags and notes
      5m 26s
  14. 21m 22s
    1. Searching in SharePoint
      4m 26s
    2. Creating a Search Center
      8m 4s
    3. Customizing Search with keywords
      3m 30s
    4. Customizing Search with scopes
      5m 22s
  15. 47m 18s
    1. Using Excel Services
      10m 12s
    2. Creating a Business Intelligence Center
      3m 5s
    3. Using PerformancePoint Services
      12m 3s
    4. Using status indicators
      8m 10s
    5. Using the Chart Web Parts
      6m 33s
    6. Using Business Connectivity Services (BCS)
      7m 15s
  16. 1m 3s
    1. Goodbye
      1m 3s

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SharePoint 2010 Essential Training
6h 58m Beginner Jun 24, 2010

Viewers: in countries Watching now:

In SharePoint 2010 Essential Training, author Simon Allardice demonstrates the full feature set in SharePoint 2010 and the necessary skills to be a SharePoint site administrator. The course shows how to use SharePoint, create sites and site collections, and plan and design sites and portals. It also covers Office integration, security and permissions, and advanced features such as document management and business intelligence.

Topics include:
  • Understanding a SharePoint team site
  • Navigating lists and libraries
  • Creating Document Workspaces
  • Using versioning and check-in/check-out
  • Integrating with Office 2010 applications
  • Adding and deleting users
  • Creating workflows
  • Working with server site templates
  • Creating a wiki and a blog
  • Working with rich media
  • Managing documents and other content
  • Sharing information with charts and status indicators
Subjects:
Business Collaboration
Software:
SharePoint
Author:
Simon Allardice

SharePoint and Visio

If you create diagrams and flowcharts in Visio, you'll find SharePoint can help you in three different ways. First, and the simplest of all, well, you can just upload regular Visio files into a document library. There is no problem with that. You get the wide availability, things like versioning and check in, check out. Visio is just treated like any other Office document inside SharePoint. I'm going to navigate out and find a simple Visio diagram that I have saved to my own documents library on my Desktop. Nothing remarkable here.

We can see it's got the Visio icon. If I select it, I have the usual suspects in my Ribbon for checking it out or viewing or editing the properties. Though if I choose to edit the document, it's just going to open up Visio 2010 and allow me to edit there. Now, there is nothing particularly remarkable going on here. I could make a simple change to this diagram, save this, and we have it now safely stored in SharePoint. So we can just use Visio diagrams with a regular document library.

Nothing remarkable there. The second thing however, and new in this version of SharePoint, is something called Visio Services. Now, you are probably starting to see a bit of a theme here. We've got Visio Services, Access Services, Excel Services, even Forms Services. Anytime you see that word services used as a feature of SharePoint, it really means take something that was in an external program and really make it part of SharePoint, as opposed to just put it in a document library, which you could do anyway.

So Visio Services means take a Visio diagram and make it a first-class citizen inside SharePoint. Let me show you what I mean by that. I am going to open up Visio 2010 and create just a simple flowchart diagram, just so we have something to work with here. Drag a few items onto this page. It really doesn't matter what I'm doing at this point. I'm not doing anything remarkable with data between this.

I'm just drawing a fairly straightforward diagram. And let's say that's my masterpiece. Now, the question is well, so what? Well, here is the thing. This new feature of Visio Services both requires something to be done in SharePoint and something to be done in Visio. If I were to save this file-- I'm going to go to my File menu and hit Save & Send. Like most of the Office 2010 applications, we have a Save to SharePoint section which tells me recent locations. In fact, it's got a shortcut to my Shared Documents library.

That's the one that I want. But here is the interesting piece down here. We have a new file type that we can use in Visio. Not just the regular Visio drawing format, but we have a new one called a Web Drawing. This changes your Visio diagram, so it can be used with this Visio Services feature on SharePoint. Well, again, what does that mean? Well, I'll show you. I'm going to highlight the Web Drawing option and click Save As. It's going to ask me to save to that Shared Documents library. I'll say this was the Sample Flowchart.

And again, here it's telling me it's saving as a Web Drawing, not a regular Visio diagram. I click Save. What happens is that gets uploaded to the document library and is now accessible using a web browser, using this feature of Visio Services called Visio Web Access. This is kind of a web-based version of Visio. It's not about editing the Visio diagram. It's about displaying it. So you don't see options to edit it, but you can display it to potentially anybody without them having to have Visio installed on their machine.

If you have Silverlight installed, this Visio diagram will be shown using the Silverlight plug-in, and that makes it very zoomable and very crisp and clear. Obviously I don't have a lot of graphical elements going on here, but it makes it very usable in the browser. If you don't have Silverlight installed, this will actually show up using a PNG graphic file. I could choose to open this in Visio if I wanted to edit it. And we have this button here called Refresh. Now, what does this mean? Well, here is the real power of Visio Services.

More and more people are starting to connect their Visio diagrams to data, so that their flowcharts and their diagrams are actually drawing data from a variety of sources. And you can actually have that still work using Visio Services. That means potentially you could give access to this Visio diagram for hundreds or even thousands of people across your organization. They could look at it. They could see all that up-to-date information. They don't even have to have Visio installed. And of course if I wanted to, I could just go back to that team site, back to my Shared Documents library, and decide to edit that Sample Flowchart in Visio rather than just viewing in the web browser.

Now, unlike the Word and Excel and PowerPoint versions of the Office Web apps, this Visio web-based version is only available if you have SharePoint 2010 Server Enterprise Edition. And if you have the Enterprise Edition, you'll also find another new feature. When you're creating a new site, there's a Visio oriented site called a Visio Process Repository. There is nothing really magical about this site. It's simply a SharePoint site that's configured to allow you to store a whole bunch of Visio process diagrams.

Its got a document library in it that's actually been preconfigured with several sample Visio templates. Other than that, it's quite like working with say a team site or a Document Workspace. You don't have to use the Visio Process Repository. It's simply a suggestion from Microsoft, if hey, you want a place to store and manage a lot of Visio diagrams, well they have a suggestion for you. But you could always write your own. And because we're storing this content in regular document libraries, we still get these features like auditing, versioning, check in, check out, and even advanced features like workflow.

Now, the third way Visio can help us is that with the 2010 version you can also use Visio for creating workflows, automated business processes. Now, we need to cover a couple of other things first. So we are going to come back to that part of Visio and SharePoint a little later on.

Find answers to the most frequently asked questions about SharePoint 2010 Essential Training.


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Q: In the "Adding a user to a site" movie, the instructor shows how to add a user to SharePoint and demonstrates by adding a user named “gini.” But gini is already set up and recognized by SharePoint. What if I have no users set yet? How can I add someone?
A: SharePoint doesn't store a separate user database; it wants to be pointed to an existing source of users, like Active Directory. If you don't have that, you need to first add your new users as local accounts on the Windows box you installed SharePoint on. Only then will you be able to give them permission on a SharePoint site.
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