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Microsoft Visio 2013 Business Process Diagramming and Validation

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David J. Parker

Using Microsoft Visio to visualize business information is a huge aid to comprehension and clarity. Learn how with this practical guide to process diagramming and validation, written as a practical tutorial with sample code and demos.
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Book Details

ISBN 139781782178002
Paperback416 pages

About This Book

  • Optimize your business information visualization by mastering out-of-the-box structured diagram functionality with features like basic and cross-functional flowcharts
  • Create and analyze custom validation rules for structured diagrams using Visio 2013 Professional
  • Get to grips with the validation logic for business process diagramming with Visio 2013 Professional with the provided Rules Tools add-on

Who This Book Is For

If you are a Microsoft Visio 2013 Professional Edition power user or developer who wants to get to grips with both the essential features of Visio 2013 and the validation rules in this edition, then this book is for you. A working knowledge of Microsoft Visio and optionally .NET for the add-on code is required, though previous knowledge of business process diagramming is not necessary. More experienced Visio users will gain valuable knowledge regarding building add-ons and creating and publishing rules. If you want to achieve results from Visio 2013 beyond the ordinary out-of-the-box features, then this book is ideal for you. Microsoft Visio 2013 Business Process Diagramming and Validation provides a comprehensive and practical tutorial including example code and demonstrations for creating validation rules, writing ShapeSheet formulae, and much more.

Table of Contents

Chapter 1: Overview of Process Management in Microsoft Visio 2013
Exploring the new process management features in Visio 2013
Reviewing Visio Process Management capabilities
Reviewing the foundations of structured diagramming
Reviewing the enhanced process flow templates
Reviewing the new process flow templates
Validation of process diagrams
Using the Visio Process Repository
Publishing visual data from Visio
Understanding the Visio 2013 editions
Planning your own solutions
Summary
Chapter 2: Understanding the Microsoft Visio Object Model
Introducing the Visio Type libraries
Going beyond the object model
Classifying the Visio document
Selecting a programming language to use with Visio
Understanding the Drawing Explorer window
Understanding the Visio object model
Delving into the Connectivity API
Summary
Chapter 3: Understanding the ShapeSheet™
Finding the ShapeSheet
Printing out the ShapeSheet settings
Understanding the functions
Important sections for rules validation
Summary
Chapter 4: Understanding the Validation API
An overview of Validation objects
Working with the ValidationRuleSets collection
Working with the ValidationRules collection
Working with the ValidationIssues collection
Summary
Chapter 5: Developing a Validation API Interface
Understanding the architecture of the tool
Enhancing the ThisAddin class
Creating the ViewModel class
Modifying the Visio Fluent UI
Creating the Rules Explorer window
Displaying the rule for a selected issue
Displaying the issues for the current selection
Summary
Chapter 6: Reviewing Validation Rules and Issues
Extensions to our ribbon
Annotating Visio diagrams with issues
Exporting rulesets to XML
Importing rulesets from XML
Creating ruleset reports
Summary
Chapter 7: Creating Validation Rules
Overview of the document validation process
Validation functions
Useful ShapeSheet functions
Filter and Test Expressions
Summary
Chapter 8: Publishing Validation Rules and Diagrams
Overview of Visio categories and templates
Creating a custom template
Adding embellishments
Summary
Chapter 9: A Worked Example for Data Flow Model Diagrams – Part 1
What are Data Flow Diagrams?
Examining the standard template
Summary
Chapter 10: A Worked Example for Data Flow Model Diagrams – Part 2
Writing the ruleset
Summary
Chapter 11: A Worked Example for Data Flow Model Diagrams – Part 3
Completing the template
Creating the installer
Using a digital certificate
Summary
Chapter 12: Integrating Validated Diagrams with SharePoint 2013 and Office365
Using SharePoint and Visio together
Understanding a Visio Process Repository
Creating a Visio Process Repository
Adding a Visio template to SharePoint
Creating a diagram from the custom template
Summary

What You Will Learn

  • Master new Visio features supporting structured diagrams and validation
  • Learn about new validation functions including how to create and modify validation rules to verify diagram correctness
  • Successfully implement out-of-the-box content for Visio 2013
  • Publish custom Visio templates that enforce company diagramming standards
  • Build a Visio add-on for increased ease when creating rules or analyzing existing rules
  • Use the provided Rules Tools add-on to export validation rules to XML
  • View diagrams with corresponding issues using annotations
  • Integrate validated diagrams with SharePoint 2013 and Office365

In Detail

Microsoft Visio is a diagramming program which ultimately allows business professionals to explore and communicate complex information more effectively. Through easy-to-understand visual representations, Visio enables you to present complicated data in a clear and communicative 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 Visio 2013 Professional Edition.

Microsoft Visio 2013 Business Process Diagramming and Validation is a focused tutorial with a range of practical examples and downloadable code that shows you how to create business process diagramming templates with Visio, enabling you to effectively visualize business information. It draws on real business examples and needs and covers all the new features of Visio 2013 Professional Edition.

This focused tutorial will enable you to get to grips with diagram validation in Visio 2013 Professional Edition to the fullest extent, enabling you to perform powerful automatic diagram verification based on custom logic and assuring correct and compliant diagrams. You will learn how to create and publish rules and how to use the ShapeSheet to write formulae. There is also a special focus on extending and enhancing the capabilities of Visio 2013 diagram validation and on features that are not found in the out-of-the-box product, like installing and using the new Rules Tools add-on complete with source code, reviewing the new diagramming rules in flowcharts and BPMN templates, and creating your own enhanced Data Flow Model Diagram template complete with validation rules.

Microsoft Visio 2013 Business Process Diagramming and Validation begins by covering the basic functions of Visio 2013 before moving on to discuss how to formulate your own validation rules and how to use the Visio Object Model. ShapeSheet functions are explored in detail as well as how to create validation rule sets and visualizing issues, with practical demonstrations along the way. It also covers integration with SharePoint 2013 and Office365 and how to build a Rules Tools add-on using C#, how to create test and filter expressions, and how to publish validation rules for others to use. Finally, the book concludes with 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 this book, you will successfully learn how to use the features of Microsoft Visio 2013 and how to extend the functionality provided in the box.

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