Microsoft Visio 2010 Business Process Diagramming and Validation电子书

Microsoft Visio 2010 Business Process Diagramming and Validation

Table of Contents

Microsoft Visio 2010 Business Process Diagramming and Validation

Credits

Foreword

About the Author

About the Reviewers

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Errata

Piracy

Questions

1. Overview of Process Management in Microsoft Visio 2010

What is new in Visio 2010 for Process Management?

Visio Process Management capabilities

The foundations of structured diagrams

Enhanced process flow templates

The Flowchart templates

New process flow templates

BPMN Diagram template

SharePoint Workflow Designer template

Validation of process diagrams

Visio Process Repository

Visio services

What are the Visio 2010 editions?

Planning your own solutions

Summary

2. Understanding the Microsoft Visio Object Model

The Visio Type libraries

But all I need is the object model

Types of Visio document

Which programming language should you use with Visio?

The Drawing Explorer window

The Visio object model

The Application object

The ActiveDocument and ActivePage objects

The Addons collection

The COMAddIns collection

The CurrentEdition property

The DataFeaturesEnabled property

The Documents collection

The TypelibMinorVersion and Version properties

The Document object

The Advanced Properties object

The DataRecordsets collection

The DocumentSheet object

The ID and Index properties

The FullName and Name properties

The Masters collection

The Pages collection

The ReadOnly property

The Type property

The Validation object

The Master object

The BaseID property

The Hidden property

The ID, Index, and IndexInStencil properties

The Name and NameU properties

The PageSheet object

The Type property

The Page object

The Connects collection

The ID and Index properties

The Layers collection

The PageSheet object

The Reviewer property

The Shapes collection

The Type property

The Shape object

The Characters and Text properties

The Connects and FromConnects collections

The Hyperlinks collection

The ID, Index, NameID, Name, and NameU properties

The IsCallout and IsDataGraphicCallout properties

The LayerCount property

The Master, MasterShape, and RootShape objects

The OneD property

The Parent object

The Type property

The Section object

The Row object

The Cell object

The Column property

The Error property

The Formula and FormulaU properties

The Name and LocalName properties

The Result properties

The Units property

Iterating through cells

Connectivity API

The Shape.ConnectedShapes method

The Shape.GluedShapes method

The Shape.MemberOfContainers property

The Shape.CalloutsAssociated property

Listing the steps in a process flow

Summary

3. Understanding the ShapeSheet™

Where is the ShapeSheet?

What are sections, rows, and cells?

Reading a cell's properties

Can I print out the ShapeSheet settings?

What is a function?

What are the important sections for rules validation?

The User-defined Cells section

What category is a Shape?

What structure type is a Shape?

Is the shape inside a container?

How many shapes are inside a Container shape?

Where is the shape in the List?

How many shapes are in a List shape?

Are there any Callouts attached to a shape?

Which shape is a Callout connected to?

The Shape Data section

The String type

The Fixed List type

The Number type

The Boolean type

The Variable List type

The Date type

The Duration type

The Currency type

The Hyperlinks section

Layer Membership

Summary

4. Understanding the Validation API

Overview of the Validation objects

The Validate method

Can custom rules code be validated?

The ValidationRuleSets collection

How do I add or update a rule set?

The ValidationRules collection

How do I add or update a rule?

How do I know my rule works?

ValidationIssues

Which issue is selected in the Issues window?

How do I toggle the Issues window visibility?

Which issues are caused by a particular shape?

How do I clear issues in code?

How do I validate in code?

How do I retrieve an existing issue in code?

How do I add an issue in code?

Summary

5. Developing a Validation API Interface

The architecture of the tool

ThisAddin class

Listening for application events

Checking for Visio Premium edition

Creating the ViewModel

Creating the BaseViewModel class

Viewing the documents collection

Viewing the ValidationRuleSets collection

Viewing the ValidationRules collection

Viewing the ValidationIssues collection

Modifying the Visio Fluent UI

Creating the Rules Explorer window

Self-describing tree views

Informative tooltips

Linked detail panels

Editing rule set properties

Editing rule properties

Handling special key strokes

The Explorer actions

The Add button

The Add Issue button

The Paste button

The Copy button

The Delete button

Displaying the rule for a selected issue

Displaying the issues for the current selection

Summary

6. Reviewing Validation Rules and Issues

Extensions to our ribbon

Annotating Visio diagrams with issues

Saving the current user settings

Displaying the issue markup page

Add in the issue comments

Hiding the issue markup page

Exporting rule sets to XML

Getting the XDocument object

Getting the VERuleSet XElement

Getting the VEIssue XElement

Importing rule sets from XML

Creating rule set reports

Getting the XSL stylesheet

Summary

7. Creating Validation Rules

Overview of the document validation process

Validation functions

Useful ShapeSheet functions

Filter and Test Expressions

Checking the type of shape

Checking the category of shape

Checking the layer of a shape

Checking if the page contains relevant shapes

Checking for specific cell values

Checking that connectors are connected

Checking that shapes have correct connections

Checking if shapes are outside containers

Custom validation rules in code

Summary

8. Publishing Validation Rules and Diagrams

Overview of the Visio categories and templates

Creating a custom template

Adding embellishments

Adding the template description

The simplest method to provide a template

Editing the file paths for templates

Creating a template preview image

Enhancing the quality of the preview image

The best method for publishing templates

Creating a setup project

Amending the installation package

Running the installation

Summary

9. A Worked Example for Data Flow Model Diagrams

What are Data Flow Diagrams?

Examining the standard template

Enhancing the masters

Editing the Data Flow master

Preparing for AutoConnect

Editing the Data Store master

Adding the Data Store Shape Data

Enhancing the Data Store graphics

Displaying the Data Store ID value

Improving the Data Store group shape

Editing the Interface master

Editing the Process master

Adding the Process Shape Data

Enhancing the Process graphics

Displaying the ID value

Displaying the Category value

Improving the group shape

Setting the sub-process master

Enhancing the page

Writing the rule set

All processes must have at least one data flow in and one data flow out

All processes should modify the incoming data, producing new forms of outgoing data

Each data store must be involved with at least one data flow

Each external entity must be involved with at least one data flow

A data flow must be attached to at least one process

Data flows cannot go directly from one external entity to another external entity: such flows need to go through at least one process

Do not allow a single page of a DFD to get too complex

Each component should be labeled

Each data flow should be labeled describing the data that flows through it

Each component and subcomponent should be numbered

A data flow must be connected between two components

A flow must not cycle back to itself

Completing the template

Creating the installer

Testing the installation

Summary

Index