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Microsoft SharePoint 2013 : Looking at Visio Services (part 2) - Adding a Visio Web Access Web Part to a page

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4/1/2014 2:17:02 AM

Adding a Visio Web Access Web Part to a page

Visio diagrams can be embedded on SharePoint pages using the Visio Web Access Web Part, using the following steps:

  1. Navigate to the site that contains the page that you want to add a Visio Web Access Web Part.

  2. Place the page in edit mode.

  3. To display the Web Part page, complete one of the following actions:

    • On a wiki page, on the Insert tab, click Web Part in the Parts group.

    • On a Web Part page, in the web part zone where you want to add the Visio Web Access Web Part, click Add A Web Part.

  4. Under Categories, click Business Data, and then, under Parts, click Visio Web Access, as shown next.

    A screenshot of the Web Part pane with Visio Web Access Web Part selected.
  5. Click Add.

Note

You can customize the Visio Web Access Web Part by using the Visio Web Access tool pane, as shown in Figure 5. You can open the tool pane for a newly added Visio Web Access Web Part by clicking Click Here To Open The Tool Pane. Alternatively, on the Web Part Ribbon tab, click Web Part Properties in the Properties group.

A partial screenshot of the Visio Web Access tool pane.

Figure 5. Use the Visio Web Access tool pane to customize display options for the Visio diagram and the refresh interval for data-connected diagrams.

The Visio Web Access tool pane contains the standard three web part headings (Appearance, Layout, and Advance) and three Visio Web Access–specific headings:

  • Web Drawing Display . This section allows you to specify which Visio drawing to display and how to display it, by modifying the following options:

    • Web drawing URL . In the text box, either type the URL to the Visio file whose diagrams you want to display in the web part, or click the ellipsis button to navigate to the SharePoint library where the file is stored. When you are using web part connections to provide the URL of the Visio file, leave this text box blank.

    • Force raster rendering (applies to VDW files only) . If the person viewing the Visio web drawing has Silverlight 3.0 or later installed, the web drawing will be rendered using Silverlight. Otherwise, it is rendered as an image file in Portable Network Graphics (PNG) format. If you would prefer that the web part never use Silverlight, even if Silverlight is installed on the viewer’s computer, select this option.

    • Automatic refresh interval (in minutes) . When the Visio diagram is connected to an external data source, you can have the web part check the data source periodically to get the latest data. Type the number of minutes you would like for the interval between data refresh attempts. By default, the data is not automatically refreshed. Values must be integers and greater than or equal to 1. Leave this option set as 0 (zero) if you prefer that users refresh the data manually by clicking the Refresh button on the diagram viewer. As high refresh rates on frequently visited pages may affect performance, a SharePoint server administration can throttle this on a per Visio Services service application level by using the Minimum Cache Age setting.

    • Fit all shapes in view . Use this option to make the entire diagram visible in the browser window.

    • Index of the initial page to show . Use this text box to type the page to display in a multi-page diagram when the page is first displayed in the browser. By default, the value is 1.

    • Expose the following shape data items to web part connections . When you configure the web part connection, you can send the shape data of selected shapes to other web parts by specifying in this box the data fields to send. Type the data field names separated by semicolons.

  • Toolbar and User Interface . The options available in this section of the tool pane are tools that are available to the diagram user, with the exception of the Show Default Background option. When Show Default Background is selected, the background of the web diagram is gray. When the option is cleared, the background is transparent. The other options in this section are:

    • Show Refresh

    • Show Open In Visio

    • Show Page Navigation

    • Show Status Bar

    • Show The Shape Information Pane

    Users will still be able to perform some of the actions using the mouse or keyboard shortcuts. To disable functionality completely, use the options in the Web Drawing Interactivity section.

  • Web Drawing Interactivity . Use the options in this section to remove tools from the UI that you don’t want users to see by clearing the check box beside those items. The option in this section are:

    • Disable Zoom

    • Disable Pan

    • Disable Hyperlink

    • Disable Selection

Coauthoring Visio files

Coauthoring Visio files is an exciting new Visio functionality that uses the same Office Document Cache as Word and PowerPoint. When more than one user is editing a Visio file when the Visio file is stored in SharePoint (on-premise or SharePoint Online) or SkyDrive, the Visio client application displays an icon on the status bar that indicates the number of users editing the file.

When the icon is clicked, the list of authors is displayed, as shown here. By pausing over the author names, you can display contact information along with the options to call, send an instant message, or email a contact. You can see similar information in the Backstage view, on the Info tab.

A screenshot of a Visio file opened by two authors.

When a user is editing a shape, the shape is not locked against editing; instead, a person icon is added to the upper-right corner of the shape, as shown in the image that follows, to inform you that someone else is editing the shape.

A screenshot of a Visio drawing. The editing and delete icons appear above some of the shapes.

When you pause over the icon, a ScreenTip is displayed. When you click the icon, the name of the person is displayed. You can then contact that individual by clicking the name. Visio does not prevent either user from editing the shape; therefore, a more correct name for this feature would be collaborative authoring. Shapes that have been deleted by someone else display an exclamation mark in a square box along with a small red cross in the lower-right corner of the box.

Developers can create Visio templates that do not allow coauthoring by using the NoCoauth cell on the Document ShapeSheet. Developers also have access to the Document.AfterDocumentMerge event, which provides information about diagram changes due to coauthoring.

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