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On the File tab, click
Save & Send, and then click
Save to SharePoint.
If you have previously saved to SharePoint, the Recent
Locations section in the right column may contain one or more paths
to SharePoint locations. Either way, the Browse For A Location
button will always be available in the Locations section.
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In the Locations section,
click Browse for a location; in
the File Types section, click
Web Drawing (*.vdw), and then
click the Save As button. The
Save As dialog box opens and the Save As Type entry is preset to Web
Drawing (*.vdw).
By default, Visio will open your new web drawing in
your browser when you click the Save button. If you don’t want this
to happen, you can clear the Automatically View Files In Browser
check box.
Clicking the Options button displays the Publish Settings
dialog box.
In the Pages section on the left, you can select a subset of
the diagram’s pages if you don’t want to include all of them in your
web-published drawing.
Important
Be sure to notice the warning at the top of the
Publish Settings dialog box: unchecking pages in this dialog box
eliminates them from the browser view of the drawing. However, the
unchecked pages are still in the .vdw file and are available to
anyone who elects to edit the drawing while viewing it in a
browser.
If your diagram is linked to one or more data sources, you can
use the Data Sources section on the right to select which ones will
refresh their data to the browser. Visio Services is capable of
refreshing data from Microsoft SQL Server tables and views,
SharePoint Lists, Excel workbooks stored in SharePoint, and
OLEDB/ODBC data sources.
Important
In order for Visio Services to have access to data in an
Excel workbook, the workbook must be stored in SharePoint prior to
linking to it from your Visio drawing.
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Either use the left side of the Save
As dialog box to navigate to a folder on your SharePoint
site, or type the URL for a SharePoint folder in the
address box at the top of the Save
As dialog box.
Tip
Often the easiest way to select the desired folder on the
correct SharePoint site is to navigate to it first in your web
browser. After locating the correct folder, copy and paste its URL
into the address bar at the top of the Save As dialog box.
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Click Save. You may see
several progress indicators as Visio creates your web drawing, and
then the drawing will open in Internet Explorer.
In the web drawing view, you can drag the diagram in
any direction to change which portion of the page you see. In
addition, you can use the controls in the top center and top right
of the browser window to change your view of the drawing.
You can use the page list in the top center to view a
different page.
You can change the zoom setting in four ways:
-
Click the displayed percentage and type a new
percentage.
-
Click the plus or minus signs to increase or decrease the
zoom level.
-
Use the zoom slider to change the zoom level.
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Click the Zoom To Fit Page To View button to see the
entire Visio page in the browser window.
You can click Toggle The Visibility Of The Shape Information
Pane to show or hide the shape data pane.
In the upcoming steps, you will apply data graphics and make
other changes in Visio and will see how those changes are applied to
the published drawing.
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Return to Visio (do not close the web browser).
Important
Before you start making changes, look at the title of the
Visio window. You will see that the title has changed from Theater
Ticketing Web Drawing.vsd to Theater Ticketing Web
Drawing.vdw.
This may not seem like a big deal, but it is actually very
important. You are no longer editing the Visio diagram you started
with but are editing the Visio web drawing that is stored in
SharePoint. (For a comparison, look at the Visio title bar after
you use the Save As Web Page function; the file name still ends in
.vsd because, in that case, you are still editing the original
diagram.) This distinction is particularly important if you close
the Visio drawing and want to edit it later. If you edit the .vsd
file, it will have no effect on the published web drawing.
Instead, you must open the .vdw file from the SharePoint
server.
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Press Ctrl+A to select all shapes on the Main Process page. Then on the Data tab, in the Display Data group, click Data Graphics. In the Available Data Graphics section of the
gallery, click Color by Process
Status. Visio applies the color-by-value data graphic to
the shapes on this page.
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Click the Print and
Fulfill page name tab, select all shapes on that page,
and apply the same data graphic.
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On the Quick Access Toolbar, click the
Save button.
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Return to your open web browser and click the SharePoint
Refresh button (do not click the
browser refresh button). The browser view now reflects the current
state of the Visio diagram.
-
Return to Visio and click Print and
Fulfill to change to that page.
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Right-click the Ship
tickets shape, point to Data, and then click Shape Data to open the Shape Data window.
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In the Shape Data window,
click the arrow to the right of Status, and then click Completed (do not click Completing) in the
drop-down list. The Ship tickets shape turns
green to reflect its new status.
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On the Quick Access Toolbar, click the Save button, and then close Visio.
-
Return to your open web browser, and click the Print and fulfill ticket order shape to
follow its embedded hyperlink to the subprocess page.
The Ship tickets shape on the Print And
Fulfill page is already green in the browser rendering.
Tip
It isn’t necessary to click the Refresh button because
changing pages automatically triggers a refresh of the web
drawing.
In the remaining steps in this exercise, you will open and
edit the underlying Visio diagram while viewing the web drawing in
SharePoint.
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In the upper left of the browser window, click the Open in Visio button. The Open Document
dialog box opens.
Tip
You can also open the Visio web drawing directly from Visio,
but be sure to open the .vdw file stored on SharePoint and not the
original .vsd file.
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In the Open Document dialog
box, click Edit, and then click
the OK button. The .vdw file
opens in Visio.
Tip
Note that the default in the Open Document dialog box is to
open the Visio drawing in Read Only mode. You must select Edit if
you want to make changes to the drawing.
-
Click the Main Process page
name tab to go to that page.
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Right-click the Print and fulfill
ticket order shape, point to Data, and then click Shape Data to open the Shape Data window.
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In the Shape Data window,
click the arrow to the right of Status, and then click Completed (do not click Completing) in the
drop-down list. The Print and fulfill ticket
order shape turns green to reflect its new status.
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On the Quick Access Toolbar, click the Save button.
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Return to your open web browser and navigate to the Main Process page. The color of the
Print and fulfill ticket order shape reflects
its new status.
Important
Under some circumstances, there may be a small delay before
the web drawing refreshes.
