Visio 2007 Bible. Bonnie Biafore

Transcription

1 Visio 2007 Bible Bonnie Biafore

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3 Visio 2007 Bible

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5 Visio 2007 Bible Bonnie Biafore

6 Visio 2007 Bible Published by Wiley Publishing, Inc Crosspoint Boulevard Indianapolis, IN Copyright 2007 by Wiley Publishing, Inc., Indianapolis, Indiana Published simultaneously in Canada ISBN: Manufactured in the United States of America No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) , fax (978) Requests to the Publisher for permission should be addressed to the Legal Department, Wiley Publishing, Inc., Crosspoint Blvd., Indianapolis, IN 46256, (317) , fax (317) , or online at LIMIT OF LIABILITY/DISCLAIMER OF WARRANTY: THE PUBLISHER AND THE AUTHOR MAKE NO REPRESENTATIONS OR WARRANTIES WITH RESPECT TO THE ACCURACY OR COMPLETENESS OF THE CONTENTS OF THIS WORK AND SPECIFICALLY DISCLAIM ALL WARRANTIES, INCLUDING WITHOUT LIMITATION WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE. NO WARRANTY MAY BE CREATED OR EXTENDED BY SALES OR PROMOTIONAL MATERIALS. THE ADVICE AND STRATEGIES CONTAINED HEREIN MAY NOT BE SUITABLE FOR EVERY SITUATION. THIS WORK IS SOLD WITH THE UNDERSTANDING THAT THE PUBLISHER IS NOT ENGAGED IN RENDERING LEGAL, ACCOUNTING, OR OTHER PROFESSIONAL SERVICES. IF PROFESSIONAL ASSISTANCE IS REQUIRED, THE SERVICES OF A COMPETENT PROFESSIONAL PERSON SHOULD BE SOUGHT. NEITHER THE PUBLISHER NOR THE AUTHOR SHALL BE LIABLE FOR DAMAGES ARISING HEREFROM. THE FACT THAT AN ORGANIZATION OR WEBSITE IS REFERRED TO IN THIS WORK AS A CITATION AND/OR A POTENTIAL SOURCE OF FURTHER INFORMATION DOES NOT MEAN THAT THE AUTHOR OR THE PUBLISHER ENDORSES THE INFORMATION THE ORGANIZATION OR WEBSITE MAY PROVIDE OR RECOMMENDATIONS IT MAY MAKE. FURTHER, READERS SHOULD BE AWARE THAT INTERNET WEBSITES LISTED IN THIS WORK MAY HAVE CHANGED OR DISAPPEARED BETWEEN WHEN THIS WORK WAS WRITTEN AND WHEN IT IS READ. For general information on our other products and services or to obtain technical support, please contact our Customer Care Department within the U.S. at (800) , outside the U.S. at (317) or fax (317) Library of Congress Cataloging-in-Publication Data Biafore, Bonnie. Visio 2007 bible / Bonnie Biafore. p. cm. Includes index. ISBN-13: (paper/website) ISBN-10: (paper/website) 1. Computer graphics. 2. Microsoft Visio. I. Title. T385.B dc Trademarks: Wiley, the Wiley logo, and related trade dress are trademarks or registered trademarks of John Wiley & Sons, Inc. and/or its affiliates, in the United States and other countries, and may not be used without written permission. Microsoft and Visio are registered trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners. Wiley Publishing, Inc. is not associated with any product or vendor mentioned in this book. Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be available in electronic books.

7 About the Author Bonnie Biafore is a project management consultant, although her career as an author often assigns her one of her toughest tasks managing herself. Bonnie writes about personal finance, investing, project management, and the technology that makes these endeavors easier to deal with. As an engineer, she s steadfastly sometimes excruciatingly attentive to detail. Fortunately, for her readers, she demystifies complex topics and occasionally transforms sleep-inducing material into educational entertainment. Her books, including the NAIC Stock Selection Handbook, QuickBooks 2006: The Missing Manual, and On Time! On Track! On Target! have won awards from organizations such as the Society of Technical Communication and APEX Awards for Publication Excellence. Her education and work experience make her the ideal author for this Visio book. With a Bachelor of Science in Architecture and a Master of Science in Structural Engineering, she is well versed in using Visio for architecture and engineering and integrating it with CAD applications. As a project manager and consultant, she constantly applies Visio to office productivity problems. As a software project manager and application developer, she has also used Visio to document databases, software systems, and networks. The engineer in her is fascinated with both the simplicity and power of Visio and she enjoys experimenting with its customization and automation features. When not chained to her computer, she hikes in the mountains with her dog, cooks gourmet meals, and practices saying no to additional work assignments. You can learn more at her web site, If you have questions or want to relate one of your favorite Visio stories, Bonnie at bonnie.biafore@gmail.com.

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9 Credits Senior Acquisitions Editor Jim Minatel Development Editor Kenyon Brown Technical Editor John Marshall, Visio MVP Editorial Manager Mary Beth Wakefield Production Manager Tim Tate Vice President and Executive Group Publisher Richard Swadley Vice President and Executive Publisher Joseph B. Wikert Project Coordinator Jennifer Theriot Graphics and Production Specialists Carrie A. Foster Jennifer Mayberry Barbara Moore Heather Pope Quality Control Technicians John Greenough Brian H. Walls Proofreading and Indexing Aptara Anniversary Logo Design Richard Pacifico Cover Image Coral Graphics

10 Acknowledgments...xxix Introduction...xxxi Part I: Understanding Visio Fundamentals Chapter 1: Getting Started with Visio...3 Chapter 2: Getting Started with Drawings...17 Chapter 3: Working with Visio Files...31 Chapter 4: Working with Shapes...51 Chapter 5: Connecting Shapes...99 Chapter 6: Working with Text Chapter 7: Enhancing Diagram Appearance with Formatting Part II: Integrating Visio Drawings Chapter 8: Inserting, Linking, and Embedding Objects Chapter 9: Importing, Exporting, and Publishing to the Web Chapter 10: Linking Shapes with Data Part III: Using Visio for Office Productivity Chapter 11: Collaborating with Others Chapter 12: Building Block Diagrams Chapter 13: Constructing Charts and Graphs Chapter 14: Working with Organization Charts Chapter 15: Building Visio Flowcharts Chapter 16: Documenting Processes, Workflows, and Data Flows Chapter 17: Scheduling Projects with Visio Chapter 18: Documenting Brainstorming Sessions Chapter 19: Analyzing Results with PivotDiagrams Part IV: Using Visio in Information Technology Chapter 20: Modeling and Documenting Databases Chapter 21: Building UML Models Chapter 22: Building Software Development Diagrams Chapter 23: Mapping Web Sites Chapter 24: Creating Network Diagrams viii

11 Part V: Using Visio for Architecture and Engineering Chapter 25: Working with Scaled Drawings Chapter 26: Creating and Managing Scaled Drawings Chapter 27: Laying Out Architectural and Engineering Plans Chapter 28: Planning Space and Managing Facilities Chapter 29: Integrating CAD and Visio Chapter 30: Working with Engineering Drawings Part VI: Customizing Stencils, Templates, and Shapes Chapter 31: Creating and Customizing Templates Chapter 32: Creating and Customizing Stencils Chapter 33: Creating and Customizing Shapes Chapter 34: Customizing Shapes Using ShapeSheets Chapter 35: Formatting with Styles Chapter 36: Customizing Toolbars and Menus Chapter 37: Automating Visio Part VII: Quick Reference Chapter 38: Installing Visio Chapter 39: Visio Help Resources Chapter 40: Additional Resources for Templates and Stencils Chapter 41: Keyboard Shortcuts Chapter 42: Template and Stencil Reference Index ix

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13 Acknowledgments xxix Introduction xxxi Part I: Understanding Visio Fundamentals 1 Chapter 1: Getting Started with Visio What s New in Visio 2007?...4 Productivity Enhancements...4 New and Improved Templates and Stencils...5 What s Missing in Visio New Homes for Features in Visio What Visio Is and Isn t...6 Understanding Visio Concepts...7 Using Templates and Stencils...7 What Makes Shapes Smart...8 Connecting Shapes...9 Exploring the Visio 2007 Interface...12 Menus and Toolbars...12 Task Panes...13 The Visio 2007 Drawing Area...13 Summary...16 Chapter 2: Getting Started with Drawings Creating Drawings...18 The Advantages of Templates...18 Methods for Choosing a Template...18 Creating Drawings from Templates...19 Creating Drawings from Existing Drawings...20 Opening Drawings...21 Opening Visio Drawings...21 Accessing Recently Used Files...22 Opening Other Types of Files in Visio...23 Saving Visio Files...23 Saving as Other Formats...24 Configuring Visio Open and Save Options...25 xi

14 Protecting Files...26 Saving a Read-Only Copy...26 The Protect Document Command...27 Security and Privacy Settings...27 Summary...30 Chapter 3: Working with Visio Files Viewing Drawings...32 Panning and Zooming...32 Working with Drawing Windows...34 Working with Drawing Pages...34 Background and Foreground Pages...35 Creating Pages in a Drawing...35 Editing Pages...36 Setting Up Pages...39 Previewing and Printing Drawings...44 Previewing Drawings...45 Printing Drawings...45 Summary...49 Chapter 4: Working with Shapes Shapes Types of Shapes...52 Stencils, Masters, and Instances...54 Positioning Shapes...55 Modifying Shapes...55 Groups of Shapes...55 Finding the Right Shapes...56 Opening Stencils...56 Getting Shapes from Others...57 Searching for Shapes...57 Finding Shapes on Drawings...62 Selecting Shapes...62 Selecting Individual Shapes...62 Selecting Multiple Shapes...64 Positioning Shapes...65 Positioning with Rulers, Grids, and Guides...66 Placing Shapes with Precision...70 Automatically Laying Out Shapes...74 Specifying Layout Options...74 Specifying Layout and Routing Spacing...76 Specifying Line Jump Options...77 Configuring Placement Behavior...77 xii

15 Moving, Rotating, and Flipping Shapes...78 Methods for Moving Shapes...78 Rotating Shapes...82 Flipping Shapes...83 Manipulating Shapes...83 Undoing Actions and Deleting Shapes...83 Duplicating Shapes...84 Resizing and Reshaping Shapes...86 Reordering Overlapping Shapes...87 Grouping Shapes...88 Using Visio Drawing Tools...90 Drawing with Snap To Tools...90 Drawing Lines...92 Drawing Arcs and Curves...92 Drawing Closed Shapes...95 Using the Pencil Tool...96 Summary...97 Chapter 5: Connecting Shapes Understanding Connectors Connector Basics An Introduction to Connecting Shapes Working with AutoConnect Other Methods for Connecting Shapes Using Stencil Connectors Using the Connector Tool Dragging Points to Connect Shapes Connecting a Sequence of Shapes Organizing Connections with Glue Gluing Shapes Specifying Points for Glue Adding, Moving, and Deleting Connection Points Summary Chapter 6: Working with Text Adding Text to Drawings Adding Text to Visio Shapes Adding Text to Groups of Shapes Adding Text-Only Shapes Displaying Field Information in Text Displaying Information in Headers and Footers Adding Comments to Drawings xiii

16 Selecting and Editing Text Selecting Text Selecting Text in Groups Editing Text Deleting Text Finding, Replacing, and Correcting Text Positioning Text Repositioning Text in a Shape Editing Locked Shapes Creating Special Annotations Creating Tables Highlighting Information with Callouts Documenting Drawings with Title Blocks Identifying Drawing Symbols with Legends Configuring Legends Labeling and Numbering Shapes Summary Chapter 7: Enhancing Diagram Appearance with Formatting Fast Formatting with Themes Applying Themes Protecting Shapes from Theme Colors and Effects Creating Custom Themes Working with Custom Themes Working with Colors Using the Color Picker Using the Color Palette Specifying Color Settings for Drawings and Stencils Formatting with Styles Applying Styles Restoring Default Styles Applying Individual Formats Applying Formats to Lines Applying Fill Formats Applying Formats to Text Formatting Shapes Summary Part II: Integrating Visio Drawings 155 Chapter 8: Inserting, Linking, and Embedding Objects Navigating Drawings and Documents with Hyperlinks Inserting Hyperlinks Using Hyperlinks to Navigate Between Drawing Pages Modifying Hyperlinks xiv

17 Understanding Linking and Embedding Linking Visio Drawings with Other Files Linking Visio Drawings to Other Documents Linking Other Documents to Visio Drawings Moving and Resizing Linked Objects in Visio Editing the Content of Linked Objects Managing Linked Objects Embedding Objects Embedding Entire Files into Visio Embedding Portions of Files Positioning and Formatting Embedded Objects Editing the Content of Embedded Objects Perking Up Visio with Pictures Inserting Graphics Files into Drawings Searching for and Inserting Clip Art Fine-Tuning Visio Drawings for PowerPoint Formatting Visio Drawings in a Presentation Building Drawings in a Presentation Summary Chapter 9: Importing, Exporting, and Publishing to the Web File Formats That Visio Imports and Exports Importing Data into Visio Importing Graphic Files into Visio Importing Outlook Appointments to a Visio Calendar Exporting Shapes and Drawings Publishing to the Web Choosing an Output Format for a Visio Web Page Saving Drawings As Web Pages Specifying Web Page Publishing Options Embedding Visio Drawings in Web Pages Adding Hyperlink Navigation Shapes to Drawings Summary Chapter 10: Linking Shapes with Data An Overview of Data Features in Visio Shape Data Linking Shapes to External Data Presenting Data on Drawings Creating Reports Storing and Viewing Shape Data Linking Drawings to External Data Linking a Drawing to a Data Source Linking a Drawing to More Than One Data Source xv

18 Linking Data to Shapes on a Drawing Refreshing the Data in Drawings Visualizing Data with Data Graphics Data Graphics Basics Adding a Data Graphic to Shapes Configuring Data Graphics Using the Visio Database Add-ons to Link Drawings and Databases Understanding Two-Way Links Between Shapes and Databases Creating Connections to Data Sources Linking Drawing Shapes to Database Records Linking Masters to Databases Creating Drawings from Database Records Keeping Drawings and Databases in Sync Exporting Shape Data to Databases Producing Reports Running Reports with Shape Data Defining Custom Reports Summary Part III: Using Visio for Office Productivity 237 Chapter 11: Collaborating with Others Distributing Drawings Sending Drawings Using Routing Drawings Distributing Drawings to Exchange Folders Sharing Drawings Sharing Drawings with Colleagues Without Visio Working with Document Workspaces Working with Multiple Languages Configuring Office for Multiple Languages Installing East Asian Language Files Tracking and Reviewing Changes Turning Markup On or Off Marking Up Drawings Reviewing Markup Updating Drawings with Markup Changes Summary Chapter 12: Building Block Diagrams Exploring the Block Diagram Templates Choosing the Right Template Exploring Block Diagram Shapes xvi

19 Showing Structure and Flow Creating Block Diagrams Modifying Block Diagrams Creating Hierarchical Trees Modifying Tree Shapes Adding Impact with 3D Block Diagrams Modifying Perspective Using Multiple Vanishing Points Working with Onion Diagrams Creating Onion Diagrams Modifying Onion Diagram Shapes Summary Chapter 13: Constructing Charts and Graphs Exploring the Chart and Graph Templates Choosing the Right Template Exploring Visio Chart and Graph Shapes Constructing Basic Charts and Graphs Constructing Bar Graphs Constructing Line Graphs Labeling Axes Working with Pie Charts Creating Feature Comparison Charts Working with Marketing Diagrams Building Circle-spoke Drawings Constructing Triangles and Pyramids Adding Text to Charts and Graphs Using Stackable and Extendable Shapes Summary Chapter 14: Working with Organization Charts Exploring the Organization Chart Template Exploring the Organization Chart Environment Exploring the Visio Organization Chart Shapes Creating Organization Charts Manually Creating Organization Charts Using the Organization Chart Wizard Launching the Organization Chart Wizard Building a File for Organization Data Using the Organization Chart Wizard Building an Organization Chart from Existing Data Finalizing the Organization Chart Laying Out the Organization Controlling the Layout of Subordinate Shapes Moving Organization Chart Shapes Formatting Organization Chart Appearance Improving Chart Readability xvii

20 Editing and Deleting Organization Chart Shapes Editing Shape Text and Data Changing the Type of Organization Chart Shape Deleting Organization Chart Shapes Spreading an Organization Over Multiple Pages Comparing Versions of Organization Charts Sharing Organization Chart Data Reporting Organization Data Exporting Organization Chart Data for Use in Other Programs Summary Chapter 15: Building Visio Flowcharts Choosing the Right Template Adding and Connecting Flowchart Shapes Adding Flowchart Shapes in a Sequence Connecting Shapes Out of Sequence Changing the Layout and Flow Increasing the Impact of Flowcharts Creating Multi-Page Flowcharts Navigating to Other Pages Adding References to Other Steps on the Same Page Summary Chapter 16: Documenting Processes, Workflows, and Data Flows Showing Departmental Interaction with Cross-Functional Flowcharts Setting Up Cross-Functional Flowcharts Documenting Processes in Cross-Functional Flowcharts Working with Functional Bands Identifying Process Phases Following the Flow of Data Adding Data Flow Shapes Showing Flow Between Shapes Showing a Data Loop Analyzing and Documenting Workflow Identifying Causes and Effects Value Stream Mapping An Overview of Other Business Process Templates ITIL TQM Diagrams Audit Diagrams Fault Tree Analysis Diagrams IDEF0 Diagrams Creating SDL Flowcharts Event Process Chain (EPC) Diagrams Summary xviii

21 Chapter 17: Scheduling Projects with Visio Exploring the Project Scheduling Templates Constructing Calendars Date Formats and Language Creating Daily Calendars Creating Weekly Calendars Creating Monthly Calendars Creating Yearly Calendars Modifying and Formatting Calendars Adding Appointments and Events to Calendars Importing Outlook Calendar Data into Visio Documenting Project Timelines Creating Timelines Expanding Timelines to Show Detail Synchronizing Milestones and Intervals Modifying Timelines Importing and Exporting Timeline Data Scheduling Projects Using Gantt Charts Creating Gantt Charts Modifying the Content in Gantt Charts Formatting Gantt Charts Importing and Exporting Gantt Chart Data Building PERT Charts Creating PERT Charts Summary Chapter 18: Documenting Brainstorming Sessions Exploring the Brainstorming Template Accessing Visio Brainstorming Tools Exploring the Visio Brainstorming Shapes Creating Brainstorming Diagrams Adding and Connecting Topics Building a Brainstorming Diagram from an Outline Connecting Topics Manually Exporting and Importing Brainstorming Ideas Exporting Brainstorming Topics Importing Brainstorming Topics Cleaning Up Brainstorming Diagrams Moving and Reordering Topics Changing the Layout Style Choosing Brainstorming Styles to Change Topic Shapes Resizing the Page to Fit the Diagram Working with Legends Adding Symbols to Topics Summary xix

22 Chapter 19: Analyzing Results with PivotDiagrams An Introduction to Visio PivotDiagrams Creating Pivot Diagrams Creating a New Pivot Diagram Creating a Pivot Diagram in Another Type of Visio Drawing Creating Multiple Copies for Different Viewpoints Categorizing and Totaling Results Categorizing Data Totaling or Summarizing Data Combining Categories Formatting Pivot Diagrams Summary Part IV: Using Visio in Information Technology 389 Chapter 20: Modeling and Documenting Databases Exploring the Database Model Templates Exploring Database Model Shapes Keeping Visio Database Shapes Up-to-Date Creating Database Models Reverse Engineering Existing Databases Updating Reverse-Engineered Database Models Building Database Models from Scratch Working with Database Models Working in the Database Windows Working with Tables and Columns Creating Additional Data Types Defining Database Views Creating Relationships Between Tables Creating and Editing Indexes Editing Database Code Setting Database Options and Preferences Setting Modeling Preferences Specifying Notation and Other Display Options Creating Express-G and ORM Diagrams Using Express-G to Create Entity-Level and Schema-Level Diagrams Creating Object Role Model Diagrams Summary Chapter 21: Building UML Models Learning More About UML Exploring the UML Model Diagram Template Choosing the Right UML Diagram Exploring the UML Menu Updating UML Shapes xx

23 Working with UML Models Working with the Model Explorer Using the UML Model Windows Organizing Models with Packages Specifying UML Options Working with Shapes and Model Elements Creating UML Models Working with Static Structure Diagrams (UML 2 Class Diagrams) Creating Use Case Diagrams Creating Activity Diagrams Creating State Machine Diagrams Creating Sequence Diagrams Creating Collaboration Diagrams Creating Component Diagrams Creating Deployment Diagrams Reverse-Engineering Code into UML Models Reverse-Engineering Visual C++ Code Reverse-Engineering Visual Basic Code Summary Chapter 22: Building Software Development Diagrams Choosing the Right Software Template Constructing COM and OLE Diagrams Understanding the Elements of COM Working with Visio COM and OLE Diagrams Working with Data Flow Model Diagrams Creating Software Diagrams with Jackson Notation Modeling Large-Scale Application Architectures Creating Program Structure Diagrams Modeling Real-Time Systems with ROOM Diagrams Prototyping User Interfaces Exploring the Windows XP User Interface Template Creating an Application Window Prototyping Wizards Building Menus and Toolbars Designing Dialog Boxes Summary Chapter 23: Mapping Web Sites Planning Web Sites The Conceptual Web Site Template Creating Conceptual Web Diagrams Working with Web Site Maps The Web Site Map Template Generating Maps of Existing Web Sites xxi

24 Generating a Web Site Map Mapping Protected Areas on Web Sites Viewing Elements on Web Site Map Diagrams Working with the Web Site Map Model Configuring What Visio Adds to the Web Site Map Model and Diagram Formatting Web Site Maps Identifying Web Site Problems Summary Chapter 24: Creating Network Diagrams Exploring Network Templates What s New in the Network Templates? What s Missing? Choosing the Right Template Creating Logical and Physical Network Diagrams Setting Up Network Diagrams Adding Nodes and Network Topology Creating Drill-Down Diagrams Documenting Directory Services Laying Out Equipment Racks Enhancing Network Diagrams Formatting and Annotating Network Diagrams Storing and Reporting Network Information Summary Part V: Using Visio for Architecture and Engineering 491 Chapter 25: Working with Scaled Drawings Exploring Scaled Drawing Templates Choosing the Right Scaled Drawing Template Working with U.S. and Metric Templates Setting Drawing Scale and Units Scaling Shapes Up or Down Specifying the Units Used to Dimension Shapes Dimensioning Scaled Drawings Adding Dimensions Specifying Precision and Units for Dimensions Calculating Area and Perimeter Summary Chapter 26: Creating and Managing Scaled Drawings Creating Scaled Drawings Creating New Scaled Drawings Referencing Existing CAD Floor Plans Starting from an Existing Visio Scaled Drawing xxii

25 Managing Drawing Content with Layers Creating Layers Renaming Layers Activating Layers Removing Layers Controlling Shape Behavior with Layers Assigning Shapes to Layers Summary Chapter 27: Laying Out Architectural and Engineering Plans Working with Walls Converting Spaces into Walls Creating Walls Connecting and Resizing Walls Modifying Wall Properties and Appearance Adding Doors, Windows, and Other Openings Adding Openings to Walls Modifying Doors, Windows, and Openings Adding Cubicles and Furniture Laying Out Office Cubicles Connecting Modular Furniture Modifying Cubicles Creating Building Services Plans Adding HVAC Services Adding Electrical and Telecom Services Adding Plumbing Adding Security and Access Systems Creating Site and Landscaping Plans Adding Landscaping Elements Working with Roads and Parking Lots Drawing Directional Maps Creating Road and Metro Maps Modifying Roads and Intersections Annotating Maps Using 3-D Map Shapes Summary Chapter 28: Planning Space and Managing Facilities Understanding Space Planning and Facilities Management Using Visio Visio Space Planning Tools Managing Facilities with Visio Features Exploring the Space Plan Template Menus and Stencils Using the Space and Category Explorers xxiii

26 Creating Space Plans Using the Space Plan Startup Wizard Using Shapes to Create Space Plans Assigning Resources to Space Plans Adding Resources to Space Plans Placing Unassigned Resources Assigning Categories to Resources Using Visio Space Plans to Manage Facilities Preparing Your Space Plan Data for Use in Visio Using the Import Data Wizard Labeling Facilities Shapes Color-Coding Space Plans Finding and Moving Resources Generating Facilities Reports Summary Chapter 29: Integrating CAD and Visio Understanding CAD and Visio Integration Displaying CAD Drawings in Visio Reviewing CAD Drawings in Visio Inserting CAD Drawings into Visio Displaying CAD Layers in Visio Modifying Inserted CAD Drawings Modifying Units and Scale Protecting Inserted CAD Drawings Positioning and Resizing Inserted CAD Drawings Editing CAD Drawings in Visio The Disadvantages of CAD Conversion Converting CAD Drawings to Visio Format Converting Multiple CAD Drawings Creating Stencils from CAD Libraries Converting Visio Drawings to CAD Format Summary Chapter 30: Working with Engineering Drawings Exploring the Visio Engineering Templates Using Basic Visio Techniques in Engineering Drawings Working with Mechanical Engineering Drawings Drawing Parts and Assemblies Constructing Fluid Power Diagrams Working with Electrical Engineering Drawings Building Process Engineering Models Viewing Process Engineering Diagrams in Different Ways Creating P&ID and PFD Drawings Building Pipelines xxiv

27 Working with Components Associating Shapes with Components Working with Component Data Tagging and Numbering Components Generating Component Lists and Bills of Material Converting Shapes and Symbols into Components Summary Part VI: Customizing Stencils, Templates, and Shapes 615 Chapter 31: Creating and Customizing Templates Reasons to Customize Templates Customizing Templates Creating and Saving Customized Templates Setting Up a File for Use as a Template Accessing Customized Templates Summary Chapter 32: Creating and Customizing Stencils Creating and Saving Stencils Creating a Stencil from an Existing Stencil Creating Stencils from Shape Search Results Creating Stencils from Scratch Creating a Custom Stencil from a Document Stencil Quickly Storing Your Favorite Shapes Saving Stencils Adding Shapes to Stencils Adding Shapes from Drawing Pages Adding Shapes from Other Stencils Modifying Stencil Appearance Displaying Master Information Changing Spacing and Color Settings Rearranging Shapes in Stencils Summary Chapter 33: Creating and Customizing Shapes Understanding Shapes and Shape Data What Makes Shapes Smart? Understanding Shapes and Masters Understanding Shape Geometry Creating and Editing Masters Creating Masters Editing Masters xxv

28 Drawing Shapes and Masters Drawing Line Segments and Paths Creating Closed Shapes Drawing Graphics Precisely Creating and Editing Shapes with the Pencil Tool Transforming Shapes into New Ones Assembling and Disassembling 2-D Shapes Manipulating Lines Controlling Glue with Connection Points Adding, Moving, and Deleting Connection Points Working with Types of Connection Points Customizing Shape Behavior Specifying What Happens When You Double-Click a Shape Specifying Placement Behavior Modifying Other Shape Behaviors Adding Screen Tips to Shapes Customizing Shape Data Creating and Editing Shape Data Using Shape Sets Summary Chapter 34: Customizing Shapes Using ShapeSheets Viewing ShapeSheets Opening ShapeSheets Viewing and Adding ShapeSheet Sections Printing ShapeSheets Exploring ShapeSheet Sections Writing ShapeSheet Formulas Exploring the Elements of Formulas Creating Formulas Summary Chapter 35: Formatting with Styles Understanding Styles Creating and Editing Styles Creating Styles Editing Styles Creating Fill, Line, and Line End Patterns Designing Pattern Shapes How Pattern Shapes Behave in Line Patterns How Pattern Shapes Perform as Line Ends Designing Fill Patterns Creating New Custom Patterns Creating a New Pattern Sizing Line Ends Summary xxvi

29 Chapter 36: Customizing Toolbars and Menus Customizing Toolbars and Menus Customizing Toolbars Customizing Menus Creating Toolbars and Menus Modifying Toolbars and Menus Renaming Toolbars and Menus Deleting Toolbars and Menus Grouping Commands and Menus Changing the Width of a Drop-Down List Modifying the Appearance of an Entry Modifying Button Images Creating Keyboard Shortcuts Sharing Customized Toolbars and Menus Summary Chapter 37: Automating Visio Working with Macros Writing Add-Ins to Automate Visio Using the Visio Drawing Control Learning More About Automating Visio Summary Part VII: Quick Reference 723 Chapter 38: Installing Visio Exploring Visio Installation Methods Using a Local Installation Source Deploying with an Administrative Installation Point Using a Compressed CD Image Installing Visio on Your Computer Installing When a Previous Version Is Present Customizing Your Installation Activating a New Visio Installation Maintaining and Repairing Visio Adding and Removing Components Repairing Your Visio Installation Summary Chapter 39: Visio Help Resources Finding Microsoft Visio Help Viewing Visio Help Topics Telling Visio Where to Go for Help xxvii

30 Microsoft Office Online Visio Blogs Summary Chapter 40: Additional Resources for Templates and Stencils Exploring the Visio Extras Stencils Starting with Sample Diagrams Downloading Templates from Microsoft Office Online Finding Third-Party Visio Templates and Stencils Summary Chapter 41: Keyboard Shortcuts Using Keyboard Shortcuts Handy Keyboard Shortcuts File Shortcuts Action Shortcuts Zoom Shortcuts Window and Viewing Shortcuts Editing and Formatting Shortcuts Shape Shortcuts Edit Box Shortcuts Summary Chapter 42: Template and Stencil Reference Templates for Office Productivity Templates for Information Technology Templates for Architecture and Engineering Visio Extras Stencils Summary Index xxviii