Book Image

Microsoft Visio 2010 Business Process Diagramming and Validation

By : David Parker
Book Image

Microsoft Visio 2010 Business Process Diagramming and Validation

By: David Parker

Overview of this book

Microsoft Visio is a diagramming program using vector graphics, which ultimately allows business professionals to explore and communicate complex information more effectively. Through various visual representations, Visio enables complicated data to be presented in a clear, communicative, and data-connected 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 Diagram Validation that Visio 2010 Premium Edition has to offer.This focused tutorial will enable you to get to grips with Diagram Validation in Visio 2010 Premium Edition to the fullest extent, enabling powerful automatic diagram verification based on custom logic and assuring correct and compliant diagrams. You will learn how to create and publish Rules, and use the ShapeSheet to write formulae. There is a special focus on extending and enhancing the capabilities of Visio 2010 diagram validation, and on features that are not found in the out-of-the-box product, like installing and using a new Rules Tools add-in, complete with source code, reviewing the new diagramming rules in flowchart and BPMN templates, and creating your own enhanced Data Flow Model Diagram template, complete with Validation Rules.The book begins by covering the basic functions of Visio 2010, and then dives deep into showing you how to formulate your own Validation Rules and understand the Visio Object Model. ShapeSheet functions are explored in detail, as are creating Validation Rule Sets and Rules, and visualizing issues, with practical demonstrations along the way. Other content includes building a Rules Tools add-in using C#, creating test and filter expressions, and publishing Validation Rules for others to use. Finally, the book considers 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 the book, you will successfully learn both how to use the features of Microsoft Visio 2010, and how to extend the functionality provided in the box.
Table of Contents (15 chapters)
Microsoft Visio 2010 Business Process Diagramming and Validation
Credits
Foreword
About the Author
About the Reviewers
Preface

What is new in Visio 2010 for Process Management?


Firstly, Microsoft Visio 2010 introduces the new Validation API for structured diagrams, and provides several examples of this in use, for example with the new BPMN Diagram and Microsoft SharePoint Workflow templates, and the improvements to the Basic Flowchart and Cross-Functional Flowchart templates, all of which are found in the Flowchart category.

Templates in Visio consist of a predefined Visio document that has one or more pages, and may have a series of docked stencils (usually positioned on the left-hand side of workspace area). The template document may have an associated list of add-ons that are active whilst it is in use, and, with Visio 2010 Premium Edition, an associated list of structured diagram validation rule sets as well.

Secondly, the concept of a Subprocess has been introduced. This enables processes to hyperlink to other pages describing the subprocesses in the same document, or even across documents. This latter point is necessary if subprocesses are stored in a document library, such as Microsoft SharePoint.

The following screenshot illustrates how an existing subprocess can be associated with a shape in a larger process:

In addition, a subprocess page can be created from an existing shape, or a selection of shapes, in which case they will be moved to the newly-created page.

There are also a number of new ease-of-use features in Microsoft Visio 2010 to assist in the creation and revision of process flow diagrams. These include:

  • Easy auto-connection of shapes

  • Aligning and spacing of shapes

  • Insertion and deletion of connected shapes

  • Improved cross-functional flowcharts

  • Subprocesses

  • An infinite page option, so you need not go over the edge of the paper ever again

However, this book is not about teaching the user how to use these features, since there will be many other authors willing to show you how to perform tasks that only need to be explained once. This book is about understanding the Validation API in particular, so that you can create or amend, the rules to match the business logic that your business requires.