Learn how to create and save a diagram, drag and connect shapes together, add text to shapes, and apply a theme to a diagram.
- [Instructor] Visio is a diagramming solution. If you need to create flowcharts, network diagrams, layouts, or schematics, then Visio will be your go to application. Let's go ahead and start by launching Visio. I happen to have Visio already pinned to my start screen. Your location may be different. We can start off with a blank template or choose from a variety of templates that are already available to us. We'll be creating a very basic flowchart, therefore I'm going to use the flowchart template.
Now, you'll notice that we do have additional selections here. I'm going to go ahead and stick with the blank template. Click "Create." Because we chose a flowchart template, all of our stencils and shapes are already available to us to the left-hand side. And to make this a little bit easier to see, I'm going to go ahead and zoom in a little bit. And scroll up, because we'll start at the top. Our very simple flowchart will be used for stepping through migrating our servers, and the first place to start is at the beginning, so let's go ahead and add in the start/stop shape.
And you'll find that over to the left, and we can simply just drag that into position. Next we'll add some text to our shape. The first step in our migration process is the discover stage. Let's go ahead and add in "Discover." That's a little hard to see, so I'm going to go ahead and zoom in just a little bit more. There we go. That might be a little bit easier. Now we can go ahead and add in the next process, which is collecting data, and I can go ahead, and grab the process button and drag it over, or because I've chosen the flowchart template, our next options are automatically presented to us.
We have our process, our decision, our subprocess, and our stop. In our case, this will be a process. And as before, I'm going to go ahead and add in some text. And our process here is to collect data. Now scroll down just a little bit, as our flowchart flows down vertically. The next process is a decision. I'm going to go ahead and select the decision, and this decision is to access the data. Again, I'm going to go ahead and add a label.
Because this is a decision, we have a couple of options. Our first is a process, and this process is to determine if our application end or server is no longer needed. And then we stop or end. I prefer end, you can use stop. Over to the other side of access, we're going to add in a sub-process if our application can be re-factored. I'll scroll down a little bit more, and then we move to our next decision, the target.
Again, double clicking within the object and entering in the name. I'm going to go ahead and complete building out the rest of this flowchart, and then we'll come back and fine tune it. Now, we have most of the details in our flowchart, but we need to deal with the sub-process "needs to be refactored." Right now, it's just ending, but we haven't terminated the process. Let's go ahead and add in a connector to the target, so when this application has been refactored, it now moves into the "Target" decision.
To do so, I'm going to go ahead and click on "Connector," I'm going to grab at the bottom of that sub-process icon, and bring it over to "Target." And I'm going to bring it in just a little bit more. Sometimes you'll find zooming in will make that process a little bit easier. I'm going to zoom out again, we see the whole thing. Our basic flowchart is now complete, but it's a little bit dull. So let's go ahead and apply a theme to it. To do so, click in "Design," and then you can go ahead and select a theme.
I happen to like the bright, colorful one, I'm going to go ahead and select that, and you'll notice that all of the shapes change to the appropriate color automatically for us. Now, let's go ahead and save this in OneDrive. Click in "File," "Save As," and we're going to save it in OneDrive, we'll call it Server Migration Flowchart, and then click "Save." And now we can go ahead and close Visio. And you may think that we're done with it, but we're not.
Let's go ahead and pop into OneDrive, and we're going to scroll down our list of files within OneDrive, and you'll notice that we have the Server Migration Flowchart. Let's go ahead and click on that, because the first thing you're going to think is going to happen is Visio will be launched, but it's actually not. You can view this in Visio online. Now keep in mind, this is only for viewing. If you do want to edit it, you will need the desktop version of Visio, but if you've created your Visio schematics and you'd like to share them with the rest of your team, pop them into OneDrive or SharePoint and share them out.
Visio is an extremely powerful tool, and we've only scratched the surface of this application's potential. For answers to your common questions, and for more information on Visio, see the Vision Training Center.
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