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

New process flow templates


There are two new process flow diagram templates in addition to the Six Sigma Diagram template, in the Flowchart category of Visio 2010 Premium edition that include their own validation rules. The first, BPMN Diagram, provides native Visio support for an important and widely-used process flow notation, and the second, Microsoft SharePoint Workflow enables visual development of SharePoint workflows that integrates closely with Visual Studio 2010 and SharePoint 2010.

BPMN Diagram template

The Object Management Group/Business Process Management Initiative (http://bpmn.org/ ) promotes the BPMN standards. The BMPN version in Microsoft Visio 2010 is 1.2. There is no better short description of BPMN than the charter from the OMG's website, which states:

A standard Business Process Modeling Notation (BPMN) will provide businesses with the capability of understanding their internal business procedures in a graphical notation and will give organizations the ability to communicate these procedures in a standard manner. Furthermore, the graphical notation will facilitate the understanding of the performance collaborations and business transactions between the organizations. This will ensure that businesses will understand themselves and participants in their business and will enable organizations to adjust to new internal and B2B business circumstances quickly.

Having been involved in the creation of two other BPMN solutions based on earlier versions of Visio, I believe that the native support of BPMN is a very important development for Microsoft, because it is obviously a very popular methodology for the description of an interchange of business processes.

The BMPN template in Visio 2010 contains five docked stencils, each of them containing a logical set of shapes.

Each of the shapes has BPMN attributes in the form of a set of Shape Data, which can be edited using the Shape Data window or dialog. Some shapes can also be edited using the right-mouse menu.

These Shape Data rows correspond to BPMN attributes, as specified by the OMG specification. In the above diagram, a Task shape is selected revealing that there are many permutations that can be set. A few of these permutations are made easily accessible by laying them out in the BPMN Activities stencil as different shapes.

In reality, any of these Task/Activity shapes can be changed into any of the other shapes in the BPMN Activities stencil by amending the Shape Data. Thus, the original name of the Master shape is really immaterial, since it is the Shape Data that determines how it should be understood.

SharePoint Workflow Designer template

Microsoft Visio 2010 also includes a template and shapes for designing workflows that can be imported into Microsoft SharePoint Designer. You can also take workflow files that were created in Microsoft SharePoint Designer and open them in Visio, which generates a diagram of the workflow that you can view and modify. You can pass the workflow back and forth between the two with no loss of data or functionality, by using a Visio Workflow Interchange (*.vwi) file.