Important
The option to customize webpage output does not exist in
the Standard edition of Visio 2010. Consequently, if you are using
Visio Standard 2010, you will not be able to complete this
exercise. In this exercise, you will use the Publish button in the Save As
dialog box to customize Visio webpage output.
Set Up
-
On the File tab, click
Save & Send, and then click
the Change File Type
button. -
In the Other File Types
section, click Web Page (*.htm),
and then click the Save As
button.
Tip
Visio defaults to saving webpages in the folder that
contains your Visio drawing file.
The Publish button offers multiple options that you will
explore in subsequent steps.
The lower portion of the Save As dialog box includes
two buttons for customizing webpage output. You can click the Change
Title button to modify the text that will be displayed in the title
bar of the web browser. The default page title is the file name of
the Visio drawing.
-
In the Save As dialog box,
click the Publish button. The
Save As Web Page dialog box opens.
The Save As Web Page dialog box provides various ways to
customize your website:
-
In the Pages To Publish section, you can select a subset
of the diagram’s pages to include in the web-published
output. -
In the Publishing Options section, you can select which
navigation pane options, and which reports, if any, should be
included in your website.
Important
The only way to view reports in your web-published
drawing is via the Go To Page navigation panel. Consequently,
if you include reports as part of your website, you must leave
the Go To Page check box selected.
-
When Visio creates a website from your drawing, it
automatically opens it in your browser. You can clear the
Automatically Open Web Page In Browser check box in the
Additional Options section to prevent this from
occurring. -
By default, Visio creates a folder to store the majority
of website files. You can clear the Organize Supporting Files In
A Folder check box\ in the Additional Options section to have
Visio store all website files in a single folder.
-
In the Additional Options section, you can type a
different title in the Page Title text box. (This is an
alternate method to using the Change Title button mentioned in
Step 2.)
-
In the Publishing Options
section of the Save as Web Page
dialog box, clear the Details (shape
data) and Search Pages
check boxes.
Tip
Visio remembers the settings for these options; you will see
the same settings the next time you save a drawing as a
webpage.
-
In the Publishing Options
section of the Save as Web Page
dialog box, select the Report:
Flowchart check box.
Tip
Visio does not remember the settings
for the reports you choose; none of the report check boxes will be
selected the next time you save a drawing as a webpage.
If your Visio drawing includes more than two reports, use
the scroll bar in the Publishing Options section to view the full
list of reports.
-
Click OK. You will see one
or more progress indicators before your browser displays your new
website.
On the left side of the browser window, you see the
result of the navigation pane choices you made in Step 4: only the
Go To Page and Pan And Zoom panels appear.
-
In the Go to Page section,
click the arrow next to Recruiting. The Go To Page list includes
entries for each page in the diagram and for each report you
selected.
-
To view the flowchart report, click Flowchart in the drop-down list, and then
click the green button containing the white arrow.
Tip
To view other reports or to return to viewing the drawing
pages, use the Go To Page list. You can also click the browser’s
back button to return to the previous page.
Clean Up
Save your changes to the HR Process
Map Save as Web2 drawing, and then close it.
You may have noticed in Step 3 that the Save As Web Page dialog
box includes a second tab labeled Advanced.
The Advanced tab provides additional customization
options, such as the following:
-
In the Output Formats section, you can use the drop-down list
to select one of the alternate webpage formats.
-
VML is the webpage format created
by previous versions of Visio. The features of VML websites are
very similar to websites created with XAML. -
SVG is a specialized format that
is supported by some but not all browsers. Like the three image
formats described in the following bullet point, SVG websites
display fixed-size pages with no Pan And Zoom panel. -
GIF, JPG, and
PNG provide fewer capabilities
than either VML or XAML. For example, the viewing window for
these formats is a fixed size and does not include the Pan And
Zoom panel in the left navigation pane. However, websites
produced in these formats retain all hyperlinks and are likely
to be compatible with a wider range of web browsers. (Note that
you can have the best of both worlds—full navigation functions
in Windows Internet Explorer and support for older browsers; see
the following bullet point.)
-
If you select XAML, VML, or SVG as the Output Format, Visio
defaults to selecting the Provide Alternate Format For Older
Browsers check box. You can use the drop-down list under this
heading to select GIF, JPG, or PNG output as a backup to your
primary choice.
-
In the Display Options section, you can use the Target
Monitor, Host In Web Page, and Style Sheet settings to further
customize your webpages. The second and third settings, in
particular, are intended to help you integrate a Visio-created
website with another, existing website.
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