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Microsoft SharePoint 2013 : Looking at Visio Services (part 4) - Visio Services security considerations,Supported data scenarios

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4/1/2014 2:19:42 AM

Visio Services security considerations

When Visio drawings are connected to external data and the elements in the drawings can be updated based on that data, security is an important consideration. Users must have permission to view the diagram and the data that the diagram is connected to.

Visio files, as they are stored in document libraries, can be secured using the native security mechanisms of lists and libraries. To access external data, Visio Services uses a delegated Windows identity, and therefore, external data must reside within the same Active Directory domain as the SharePoint Server 2013 farm or you must configure Visio Services to use the Secure Store Service (SSS).

The SSS is used to map a user’s credentials or a group of users to a different credential that has access to the external data source. Visio Services also uses SSS to configure an unattended service account that can be used to associate all users to a single account. This is always used in diagrams that are connected to Microsoft SQL Server databases that do not use Office Data Connection (ODC) files. If SSS is not used and external data does not reside within the same domain, authentication to the external data sources will fail.

You can also control access to specific data sources by explicitly defining the data providers that are trusted and configuring them using the Visio Graphics Service Trusted Data Providers page, as shown in Figure 7.

A screenshot of the Visio Graphics Service Trusted Data Providers page.

Figure 7. Control access to specific data sources by managing trusted data providers.

You navigate to this page by clicking Trusted Data Providers on the Manage The Visio Graphics Services page on the SharePoint Central Administration website. You can also manage trusted data providers using the Windows PowerShell cmdlets: New-SPVisioSafeDataProvider, Set-SPVisioSafe-DataProvider, and Remove-SPVisioSafeDataProvider.

Supported data scenarios

When diagrams link to data external to the Visio file, and then that file is presented in Visio Services, that data can be refreshed only when using the following data sources:

  • SQL Server databases hosted on SQL Server 7.0 or later, including SQL Azure. Visio Services can connect to tables and views, but not stored procedures. If you want to use stored procedures, then you need to use BCS, or you can write your own code.

  • Sheet information that is stored in Excel workbooks (.xlsx files) published from Excel 2007, Excel 2010, or Excel 2013 stored on the same SharePoint Server 2013 farm with Excel Services enabled.

  • SharePoint lists and libraries that are hosted on the same farm as the library when the Visio drawing is stored.

  • External lists exposed in SharePoint Server through BCS. In order for a user to access data in an External List, the user must have permissions to access the ECT and permissions to access the external data source. This is new in SharePoint 2013 and means that your developers should not need to create new custom data providers.

  • Databases using Object Linking and Embedding Database (OLE DB) or Open Database Connectivity (ODBC) APIs. The only limitation of using these data source types is obtaining and deploying the drivers on the SharePoint servers.

  • Custom data providers implemented as Microsoft .NET Framework assemblies.

Using these data providers, a wide range of data sources can be used, such as Power View, System Center, SAP, Dynamics Web Services, Windows PowerShell, and BCS.

Note

If you are using Office 365, then you are limited to Excel Services, SharePoint lists, and external lists.

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