Jen Underwood Data Platform Technology Specialist

Visio Services in SharePoint 2010

Unlimited Data Visualizations

Information Overload

Scorecards

Slide decks

Meetings

Analytic applications

Presentations

Financial reports

Dashboards

Webcasts

Charts and graphs Internet

Project plans

Documents

Spreadsheets

Intranet Blogs

Portals

RSS feeds

Business books

Television reports

Magazines

Newspapers IM/chat

Email

2

15K BC

Diagrams on big rocks

8K BC

Diagrams on

small rocks

4K BC

Diagrams

on paper

1450

Easy copying

1843 & 1975

Diagrams sent over

distances

1990s+

Diagrams made easy!

2010

Hmm….

A HISTORY OF DIAGRAMMING

You

are

here!

Storing

Moving

Copying

Sharing

Creating

Real-time

Data + Diagram helps to solve the problem of information overload

4

Data overlaid on diagram

Data + Diagram helps: • Put information in context

making it more meaningful

• Identify trends and exceptions at a glance

• Make quick and better decisions!

Visio 2010 diagrams can be connected to multiple data sources including Microsoft® Excel®, Access®, SQL Server®, SharePoint® Services, or any OLEDB (Object Linking and Embedding

Database) or ODBC (Open Database Connectivity) data source

Visio BI Inspirations Visio can be used to provide valuable business insights for Finance, Operations, Sales, and HR scenarios

Operations Finance

Sales

HR

Visio BI Inspirations Visio can be used to provide valuable business insights for various industry scenarios

Healthcare Retail

Hospitality Insurance

Visio BI Inspirations Visio can be used to provide valuable business insights for IT scenarios

Real-time network monitoring

Workflow Visualization Visio add-in for System Center Operations Manager R2

Visio add-in for System Center Operations Manager R2

REQUEST #1

Central location

Never leave the browser

No more dialogs!

REQUEST #2

(1 hour later) Not just a snapshot in time

Diagram only created once

View existing data in

context

REQUEST #3

Free-form vector diagrams

on your web pages

Diagrams in context with

other relevant data.

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Demo: Inspirations

VISIO SERVICES

Share Diagrams in SharePoint

Build Data-Driven Visualizations

Integrate with SharePoint Applications

Visio BI Maturity Model

13

Visio 2010 diagrams can be connected to data from multiple sources and data graphics can display real time KPI’s

Vis

io B

I M

atu

rity

Lo

w

Hig

h

Visio 2010 data-driven diagrams can be published to SharePoint

®

Server 2010 and can be shared with users who can navigate and refresh the diagrams in real-time

using their browser

Users can create Mash-Ups where Visio Services can interact with other SharePoint web parts to create rich interactive

dashboards

Using custom data providers Visio

Services can connect to data sources such as Microsoft

® System

Center

Solution Complexity Low High

• Requires Visio Professional 2010 or Premium 2010

• Self service and Personal BI on the desktop

• No coding required

• Requires Visio Professional 2010 or Premium 2010 for

publishing, SharePoint Server 2010 eCAL for viewing

published diagrams

• Community BI, browser based experience

• No coding required

• Requires Visio Professional 2010 or

Premium 2010 for publishing, SharePoint

Server 2010 eCAL for viewing published

diagrams

• Community BI, browser based experience

• JavaScript code for Mash-Ups

• Requires Visio

Professional 2010 or

Premium 2010 for

publishing, SharePoint

Server 2010 eCAL for

viewing published

diagrams

• Custom code required

VISIO SERVICES FEATURES

• Rendering

• Browser-agnostic

• Full Fidelity rendering using Silverlight OR PNG image

• Visual Refresh of Data Diagrams

• Refresh diagrams connected to:

• Supports Kerberos, SSO & Unattended Authentication

• Automatic refresh

• Excellent white paper on data connections and authentication “Plan for External Data Connections Using Visio 2010”

• http://visio.microsoft.com/en-us/Get_Started/WhitePapers/Pages/Plan-for-External-Data-Connections-Using-Visio-2010.aspx

VISIO SERVICES FEATURES

• SharePoint Integration

• Visio Web Access web part

• JavaScript Mash-Up API

• Supports web part connections

• Administration

• Visio Services is a Shared Service

• Customizable in Central Admin & PowerShell

• Can tune performance to your hardware

VISIO SERVICES

DATA GRAPHICS

•

•

•

••

•

•

Text Callouts Label Value Label Value

Value Label Value

Icon Sets

Dar Bars

32

15

32

57

50 30 20

Color By Value

IP Address 10.0.1.51

Memory (MB) 2048

CPU (MHz) 3

Windows Server 2008 Datacenter

sql-sales-01

Data-Driven Diagrams on the Desktop

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Data Graphic - Suppliers

Data Graphic - Shipping

1

Import production data from an Excel or Access file or Database

Data Graphics show the context of data

Link the data to Visio shapes and display the data using Data Graphics

2

Assembly

Time(M)2

Lamp Lens

Lamp Lens

Time(D) 2

Destination Omaha

Origination Detriot

Truck

2

Putting data on diagrams makes the information meaningful and helps in identifying trends and exceptions at a glance

Dynamic Data-Driven Diagrams in the Browser

Creator

Database

Consumer

Create Data-driven diagram just as

in Visio 2007

Publish Visio Diagram to SharePoint

Server 2010

Consumer requests updates

Consumers can navigate, refresh

& access the diagram in a

browser

SharePoint® Server 2010

The server returns a PNG or XAML

representation of refreshed Data Graphics

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Visio Services provides web-based user experience, navigation and extensible API

• Panning • Zooming • Shape Data

Window

• Open diagram in Visio 2010 • Manually refresh by clicking

refresh button or automatically refresh by setting interval time Note: Administrator sets interval time for auto refresh

Legend for Data Graphics conditions

• Pre-defined Data Graphics: Text, Icon Set, Data Bar, Color by Value • Data Graphics updated by importing latest data

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Demo: Data-Driven Diagram

Data-Driven Diagram

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Data-Driven Diagram

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Data Refresh in SharePoint

• Covered in detail within white paper “Plan for External Data Connections Using Visio 2010”

• http://visio.microsoft.com/en-us/Get_Started/WhitePapers/Pages/Plan-for-External-Data-Connections-Using-Visio-2010.aspx

• You can configure Visio Service's Global Settings to optimize external data refresh

• To configure these settings follow the steps below: • Requires Farm administrative rights • Open the "Central Administration" • In the "Application Management" section, click "Manage service

applications" • Click the Visio Graphics Service service application that you want

to configure

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Data Refresh in SharePoint Setting Valid Values Description

Minimum Cache Age Between 0 to 34560 minutes. The number of minutes after which cached web drawings are purged.

Larger values decrease file I/O and CPU load but increase memory

usage on the server.

Maximum Cache Age Between "Minimum Cache Age"

and 34560 minutes.

The minimum number of minutes that a web drawing is cached in

memory.

Smaller values allow more frequent data refresh operations for users

but increase CPU and memory usage on the server.

Max Recalc Duration 1 to 120 seconds The number of seconds before a refresh operation times out.

Larger values enable Visio Services to render more complex web

drawings but may increases CPU usage as well as decrease general

availability of the service.

Max Diagram Size 1 to 50MB The maximum size in MB of a web drawing that can be rendered.

A larger size limit may lead to slower performance if the server is

under heavy load, while a smaller limit may prevent more complicated

web drawings from being rendered.

Unattended Service

Account

The name of a valid target

application ID in a Secure Store

Service running in the farm

The target application ID in the registered Secure Store Service that is

used to reference Unattended Service Account credentials. The

Unattended Service Account is a single account that all documents can

use to refresh data. It is required when connecting to data sources

external to SharePoint, such as SQL.

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Data Refresh Authentication

Data Source Authentication method

WSS Lists SharePoint user permissions

Excel Workbooks SharePoint user permissions

SQL Server One of:

Windows NT authentication (a.k.a integrated security)

o using "Kerberos delegation"

o using "Mapped" authentication

o using "None" authentication

SQL Server Authentication (a.k.a standard security)

OLEDB/ODBC Varies per data source, typically a username and password pair stored in the

connection string.

Custom Data Sources This topic is outside purview of this session and is covered at

http://msdn.microsoft.com/en-us/library/ff394595(office.14).aspx .

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• Depends on the type of the underlying data source • For data sources that support more than one authentication method, data

connections must specify which one to use when creating connections

Data Refresh Authentication

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Visio Services

SQL

Contoso\foo get

passed to Visio

Services Front End

SQL requires the credentials

Contoso\foo to retrieve data on

behalf of the end-user – they are

however not available on the

back-end and can’t be sent to the

data source.

The connection fails.

Double hop security measures stop

Visio Services from passing

Contoso\foo to back-end

Front End Back EndWeb Drawing Viewer

(Contos\foo) wants

to refresh a diagram

There are ways however to configure Visio Services to get around

the double hop problem securely. The method to choose depends

on various factors; choose the one that best suits your scenario.

Data Refresh Authentication

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Authentication

Method

Kerberos Delegation Mapped "None"

Description Using constrained

Kerberos delegation, the

viewer's Windows

credentials are sent to the

data source directly.

Using the Secure Store Service,

the viewer's Windows

credentials are mapped to

another set of credentials

determined by the administrator

by using target applications.

Different incoming user

credentials can be mapped to

either the same or different

target credentials.

Using the Secure Store

Service, all viewers are

mapped to a unique set of

credentials called the

“unattended account” stored

in a specially configured

target application.

All incoming user credentials

are mapped to the same

credentials, those of the

“unattended account”.

Data connection

run using...

The Windows credentials

of the web drawing

viewer.

The mapped credentials of the

web drawing viewer.

The credentials of the

unattended account.

Advantages Kerberos is an

industry standard in

credentials

management.

Kerberos ties nicely

into existing Active

Directory

infrastructure.

Kerberos permits

auditing of individual

accesses to a data

source.

Given that the web

drawing viewer's

identity is known, web

drawing creators can

embed personalized

database queries into

web drawings.

The Secure Store Service is

a lightweight and secure

solution for managing

credentials in SharePoint.

The Secure Store Service is

installed with SharePoint

and is easier to configure

than Kerberos.

Mappings are flexible: a

user can be mapped either

“1 to 1” or “many to 1".

Outgoing credentials are

not limited to being

Windows credentials. Non-

Windows credentials can be

used to connect to data

sources that don’t accept

Windows credentials.

Mappings created for Visio

can be re-used by other

Business Intelligence

applications such as Excel

Services and Performance

Point Services.

“None” authentication is

the easiest authentication

method to deploy and

setup.

“None” authentication

does not require much

administrative overhead.

Drawbacks Kerberos can be

difficult to set-up and

configure to work

with SharePoint and

Visio Services.

Establishing and managing

mapping tables requires

some administrative

overhead.

Mapped authentication

permits limited auditing. In

Given that everyone is

mapped to the same user,

an administrator cannot

distinguish who accessed

a data source.

All data sources in your

http://visio.microsoft.com/en-us/Get_Started/WhitePapers/Pages/Plan-for-External-Data-Connections-Using-Visio-2010.aspx

Advantages and disadvantages of each

described in white paper!

Data Refresh Authentication

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• Choose Kerberos Delegation for secure and fast authentication to enterprise-scale relational data sources that support Windows NT Authentication.

• Choose Mapped for secure and fast authentication to enterprise-scale relational data sources that may or may not support Windows NT Authentication. Mapped authentication is also useful in scenarios in which you want to control user credential mappings.

• Choose None when connecting to small ad-hoc deployments in which security is less important and for which speed of deployment is essential.

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Integrating Visio diagrams into SharePoint Apps Visio Services embed both static and dynamic Visio Web Drawings into SharePoint applications

Integration method Scenario enabled Skill set required

Visio Web Access web part Embed Visio diagrams into SharePoint pages.

How to create a web part page in SharePoint.

Web Part to Web Part Connections

Enable limited interactivity between the Visio Web Access web part and another on the page, without code. For example, clicking a shape in a Visio web part to trigger another web part to show additional relevant information about that shape.

How to create a web part page in SharePoint and how to set-up Web Part Connections.

Visio Services Mash-Up API

Enable rich interactivity on web part page by programmatically manipulating the different Visio web diagram objects, for example, to show custom visual overlays when the user hovers the pointer over a shape.

How to code simple JavaScript and/or ASPX pages.

Visio Web Part Connections

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Visio Services Mash-Up

Floor layout of supermarket shows sales trends and stock levels based on KPIs

Detailed view of a specific shelf with KPI

Excel chart for detailed sales information

Hyperlink to open relevant documents

• Visio Services JavaScript Mashup API enables developers to access and manipulate the Visio

web drawing, its pages and shapes

• All 4 web parts are connected to each other and retrieve business data from LOB applications

Visio Services Mash-Up

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Visio Services Mash-Up

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http://visio.microsoft.com/en-us/Samples_and_Downloads/BI-Mash-

Ups/Pages/Visio-Weather-Mash-Up-Demo.aspx

Visio Services Mash-Up API

• JavaScript based programmatic access to a shape’s • Shape Data

• Hyperlinks

• Bounding Box Coordinates

• Highlight shapes

• Place overlays on the diagram

• Respond to Mouse events

• Change the viewport’s Pan and Zoom properties

• SharePoint 2010 SDK samples • http://www.microsoft.com/en-us/download/details.aspx?id=12323

• Visio Web Access Web Part filtering and connections • http://msdn.microsoft.com/en-us/library/ff394649.aspx

Visio Services Mash-Up API

Events in the diagram trigger changes on page.

OnClick()

{

for (var j = 0; j < data.length; j++)

{

if (data[j].label == "Step")

{

document.getElementById('StepData').src=

"http://localhost:8080/details.aspx?ID=" + "'" + data[j].value

+ "'";

return;

}

}} // NOTE: this is pseudo code.

Visio Services Mash-Up API

37

Visio Services Mash-Up API

38

Visio Services Mash-Up API

39

Add JavaScript code to SharePoint page using HTML content editor web part

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Demo: Reverse Engineer Mash-Ups

• SQL Server Data Mining Add-In for Office • Connect to SQL Server Data Mining models

• Clustering, Dependency Net, Decision Tree

• PerformancePoint Scorecard and Strategy Maps • Filter by Condition

• How to Link http://office.microsoft.com/en-us/performancepoint-server/link-a-scorecard-kpi-to-an-analytic-chart-or-grid-using-dashboard-designer-HA010252493.aspx

Other Ideas

Resources The following is a list of resources that are available on TechNet for administrators planning to deploy Visio Services:

• Visio Services Planning Guide

• Visio Services Operations Guide

The following is a list of posts on this blog that contain more information about Visio Services:

• Introducing Visio Services

• Publishing Diagrams to Visio Services

• Embedding a Web Drawing in a SharePoint Page

• Installing and Configuring Visio Services

• SharePoint Workflow Authoring in Visio Premium 2010 (Part 1)

• SharePoint Workflow Authoring in Visio Premium 2010 (Part 2)

• No Code Mashups with Visio Services and Web Part Connections

• The Visio Services JavaScript Mashup API

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© 2009 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.