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Microsoft Visio 2010 Business Process Diagramming and Validation

David John Parker

Create custom Validation Rules for structured diagrams and increase the accuracy of your business information with Microsoft Visio 2010 Premium Edition with this book and eBook
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Book Details

ISBN 139781849680141
Paperback344 pages

About This Book

  • Optimize your business information visualization by mastering out-of-the-box, structured diagram functionality with features like the Basic and Cross-Functional Flowcharts
  • Create and analyze custom Validation Rules for structured diagrams using Visio Premium
  • Get to grips with validation logic for Business Process Diagramming with Visio 2010, by using the provided Rules Tools add-in
  • Discover the power of the ShapeSheet and learn how to write ShapeSheet formulae for use in Validation tests, following real and practical business examples and instructions
  • Packed with screenshots to demonstrate immediately usable Visio practices for achieving your business visualization goals

Who This Book Is For

If you are a Microsoft Visio 2010 Premium Edition user or developer who wants to get to grips with both the basic features of Visio 2010 and the new Validation Rules in this edition, then this book is for you. A working knowledge of Microsoft Visio, and optionally .NET for the add-in code, is required, though previous knowledge of business process diagramming is not necessary. More experienced Visio users will gain valuable knowledge for building add-ins and creating and publishing rules. If you want to achieve results from Visio 2010 beyond the ordinary out-of-the-box features, then this book is ideal for you. Although this book covers the Premium Edition, much of the book is still useful if you are a Visio 2010 Standard Edition or Professional Edition user.

Table of Contents

Chapter 1: Overview of Process Management in Microsoft Visio 2010
What is new in Visio 2010 for Process Management?
Visio Process Management capabilities
The foundations of structured diagrams
Enhanced process flow templates
New process flow templates
Validation of process diagrams
Visio Process Repository
Visio services
What are the Visio 2010 editions?
Planning your own solutions
Chapter 2: Understanding the Microsoft Visio Object Model
The Visio Type libraries
But all I need is the object model
Types of Visio document
Which programming language should you use with Visio?
The Drawing Explorer window
The Visio object model
Connectivity API
Chapter 3: Understanding the ShapeSheet™
Where is the ShapeSheet?
Can I print out the ShapeSheet settings?
What is a function?
What are the important sections for rules validation?
Chapter 4: Understanding the Validation API
Overview of the Validation objects
The ValidationRuleSets collection
The ValidationRules collection
Chapter 5: Developing a Validation API Interface
The architecture of the tool
ThisAddin class
Creating the ViewModel
Modifying the Visio Fluent UI
Creating the Rules Explorer window
Displaying the rule for a selected issue
Displaying the issues for the current selection
Chapter 6: Reviewing Validation Rules and Issues
Extensions to our ribbon
Annotating Visio diagrams with issues
Exporting rule sets to XML
Importing rule sets from XML
Creating rule set reports
Chapter 7: Creating Validation Rules
Overview of the document validation process
Validation functions
Useful ShapeSheet functions
Filter and Test Expressions
Custom validation rules in code
Chapter 8: Publishing Validation Rules and Diagrams
Overview of the Visio categories and templates
Creating a custom template
Chapter 9: A Worked Example for Data Flow Model Diagrams
What are Data Flow Diagrams?
Examining the standard template
Writing the rule set
Completing the template

What You Will Learn

  • Master new Visio features supporting structured diagrams and Validation
  • Learn new Validation functions, including creating and modifying Validation Rules to verify diagram correctness
  • Successfully implement out-of-the-box content for Visio 2010
  • Gain a deeper understanding of Visio as a diagramming tool and the Visio document structure
  • Discover the Visio 14.0 Type Library
  • Understand ShapeSheet functions for writing formulae in Validation tests
  • Publish custom Visio templates that enforce company diagramming standards
  • Build a Visio add-in for increased ease when creating Rules or analyzing existing Rules
  • Use the provided Rules Tools add-in to export Validation Rules to XML
  • View diagrams with corresponding issues using annotations

In Detail

Microsoft Visio is a diagramming program using vector graphics, which ultimately allows business professionals to explore and communicate complex information more effectively. Through various visual representations, Visio enables complicated data to be presented in a clear, communicative, and data-connected way. Therefore, productivity is increased by utilizing the wide variety of diagrams that can convey information at a glance, as data can be understood and acted upon quickly. This book enables business developers to unleash the full potential of Diagram Validation that Visio 2010 Premium Edition has to offer.

This focused tutorial will enable you to get to grips with Diagram Validation in Visio 2010 Premium Edition to the fullest extent, enabling powerful automatic diagram verification based on custom logic and assuring correct and compliant diagrams. You will learn how to create and publish Rules, and use the ShapeSheet to write formulae. There is a special focus on extending and enhancing the capabilities of Visio 2010 diagram validation, and on features that are not found in the out-of-the-box product, like installing and using a new Rules Tools add-in, complete with source code, reviewing the new diagramming rules in flowchart and BPMN templates, and creating your own enhanced Data Flow Model Diagram template, complete with Validation Rules.

The book begins by covering the basic functions of Visio 2010, and then dives deep into showing you how to formulate your own Validation Rules and understand the Visio Object Model. ShapeSheet functions are explored in detail, as are creating Validation Rule Sets and Rules, and visualizing issues, with practical demonstrations along the way. Other content includes building a Rules Tools add-in using C#, creating test and filter expressions, and publishing Validation Rules for others to use. Finally, the book considers the creation and implementation of a new RuleSet for Data Flow Model Diagrams with a worked example.

By following the practical and immediately deployable examples found in the book, you will successfully learn both how to use the features of Microsoft Visio 2010, and how to extend the functionality provided in the box.


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