Visio 2003 Bible docx

Chapters 2 and 3 explain how to work with Visio files, drawing tools, drawings, and drawing pages.. Chapter 10 covers techniques and procedures for linking Visio shapes with data to dyna

Visio ®

2003 Bible Bonnie Biafore

Visio®

2003 Bible

Visio ®

2003 Bible Bonnie Biafore

Copyright © 2004 by Wiley Publishing, Inc., Indianapolis, Indiana

Published simultaneously in Canada

Library of Congress Control Number: 2004104001

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

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Trademarks: Wiley, the Wiley Publishing 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 Visio is a registered trademark 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

About the Author

Bonnie Biafore is an author as well as a project management consultant As a con­

sultant, she enjoys working with different clients and the diversity of projects she experiences, from CAD systems for structural steel fabrication to speech-enabled applications for telephone service field technicians and systems to manage hydro­electric power While she’s sometimes tough on her clients, she is a far worse taskmaster for herself

Bonnie has written several books, including Troubleshooting Microsoft Project 2002 (Microsoft Press) and The NAIC Stock Selection Handbook (NAIC) Since August 2000 she has been writing for Better Investing magazine a monthly column called Web

Watch, which delves into the use of the World Wide Web for investing and how to

develop good investing habits and smart and safe computer practices

She is well known for her clear explanations of technical topics, whether it’s the inscrutable workings of computer software or the enigma of high finance She applies her education from MIT and Columbia University to digest technical topics and then puts her organizational skills and humor to work to present material that engages beginners and experts alike

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 As an engineer, she is fascinated with both the sim­plicity and power of Visio and enjoys experimenting with its customization and automation features

Senior Acquisitions Editor Vice President and Publisher

Jim Minatel Joseph B Wikert

Development Editor Executive Editorial Director

James H Russell Mary Bednarek

Technical Editors Project Coordinator

Bonnie Watts Erin Smith Scott Ambler

Graphics and Production Specialists Production Editor Beth Brooks

Eric Newman Carrie Foster

Mary Beth Wakefield Brian H Walls

Vice President & Executive Proofreading and Indexing Group Publisher TECHBOOKS Production Services Richard Swadley

Vice President and Executive Publisher

Bob Ipsen

To my agent, Neil Salkind, who always believes I’m better

than I am and then helps me prove him right

Visio ® 2003 Bible is a comprehensive guide to Microsoft’s popular diagram­

ming software Covering both Visio Standard and Visio Professional, this book explains Visio fundamentals as well as advanced techniques applicable to any type

of diagram It also describes in detail how to use each of the specialized templates that Visio Standard and Visio Professional offer

Visio 2003 includes significant changes and enhancements as well as many new features Many templates and shapes have been improved to look and behave more consistently Visio 2003 offers several new and improved collaboration tools, such

as ink and markup, along with numerous productivity enhancements However, several features have been discontinued, including the Forms template, the Visio

Network Equipment Sampler, and a few wizards and tools Visio 2003 Bible identifies

these new features, enhancements, and changes and differentiates the capabilities available in both the Standard and Professional versions versus those available only in Visio Professional

Visio 2003 offers a powerful combination of simple concepts and straightforward tools with far-reaching application Whether you want to communicate basic busi­ness processes or highly specialized technical topics, Visio offers tools to simplify your work This book strives to follow the same model It explains Visio’s concepts and basic tools in a way that helps beginners get started and more advanced users get better In addition, the book includes dozens of chapters on specialized tem­plates that describe how the template, tools, and shapes support the work required and simplify typical tasks

Is This Book for You?

Visio 2003 covers a lot of ground, and this book is right there with it If you use Visio or want to start using it, you can benefit from reading this book Beginners can learn the basic concepts and techniques that are the foundation of Visio’s power in every field and then apply those techniques to create the type of diagrams they need Readers with some Visio experience can learn how to increase their pro­ductivity, use specialized templates and employ advanced techniques to draw more effectively or customize solutions Advanced users can learn about new features, changes, and how to replace the features that have been discontinued in Visio 2003

Although the book is fast paced, beginners can learn to use Visio, while more advanced users can notch up their productivity by following step-by-step instruc­tions and applying tips and techniques Readers in a hurry will appreciate the topic organization that makes it easy to find a solution as well as Tips and Cautions that help solve problems quickly

Conventions Used in This Book

To help you get the most from the text and keep track of what’s happening, a num­ber of conventions are used throughout the book:

✦ When important terms are first introduced, they are highlighted in italic

✦ Characters that need to be typed in are in bold

✦ Keyboard strokes appear as follows: Ctrl+A

✦ URLs, filenames, directory names, and other program elements are contrasted from regular text in a monospaced font like this

Icons Used in This Book

Following is a brief description of the icons used to highlight certain types of mate­rial in this book:

Tip This icon highlights helpful hints, time-saving techniques, or alternative methods

for accomplishing tasks

Note This icon identifies additional information about the topic being discussed

New

Feature

Cross-Reference

Caution This icon alerts you to potential problems or methods that can impede your work

if not used properly

This icon points you to other chapters or books that contain additional information about a topic

This icon emphasizes new or significantly enhanced features in Visio 2003

How This Book Is Organized

Visio 2003 Bible contains 41 chapters, divided into seven parts In addition, the

book is accompanied by a Web site (www.wiley.com/compbooks/biafore) that provides links to all the Web sites referenced in the book and a link to download­

able sample Visio files you can use to practice what you’ve learned The following sections provide an overview of each part of the book

Part I: Understanding Visio Fundamentals

Part I introduces the features that distinguish Visio 2003 from the 2002 version as well as Visio’s basic concepts and techniques The first chapter provides an overview

of Visio 2003’s new features and explains concepts such as templates and stencils, drag and drop drawing, and the components of the Visio interface Chapters 2 and 3 explain how to work with Visio files, drawing tools, drawings, and drawing pages

Chapters 4 and 5 show you how to produce diagrams by creating and editing shapes and connectors Chapters 6 and 7 introduce techniques to improve the appearance and readability of diagrams using text and formatting

Part II: Integrating Visio Drawings

Visio 2003 includes many new and improved integration features, as explained in this part Chapter 8 discusses methods for linking and embedding elements in Visio

or linking and embedding Visio objects into other applications Chapter 9 describes methods for importing and exporting data to and from Visio, in addition to tech­

niques for publishing Visio diagrams to the Web Chapter 10 covers techniques and procedures for linking Visio shapes with data to dynamically update Visio drawings based on data stored in other applications

Part III: Using Visio for Office Productivity

Part III is the first of three parts in this book that cover specialized templates It begins with Chapter 11, which describes new and existing tools for collaborating with others, a critical element to office productivity Chapters 12 and 13 cover tem­

plates for building block diagrams and charts and graphs Chapter 14 explains the many productivity tools, shapes, wizards, and data-sharing features for document­

ing organizations in the Organization Chart template Chapters 15 and 16 explain tools and techniques for documenting flowcharts and business processes Chapter

17 discusses Visio’s tools for documenting and scheduling projects Chapter 18 describes the Visio Brainstorming template

Part IV: Using Visio in Information Technology

Part IV describes the tools, wizards, and shapes that make Visio the most popular tool for documenting software systems and networks Chapter 19 provides detailed instructions for modeling and documenting databases and database systems using

a variety of notations Chapter 20 describes how to document software systems with the Unified Modeling Language using the modeling tools available with the UML Model template and how to create different types of UML diagrams Chapter 21 intro­duces several additional templates for documenting software systems Chapter 22 describes Visio’s template for mapping Web sites Chapter 23 describes techniques for creating effective network diagrams and identifies the network features no longer available in Visio 2003

Part V: Using Visio for Architecture and Engineering

Visio 2003 works for scaled drawings as well as it does for diagrams Part V covers Visio’s tools for scaled drawings and discusses what Visio can and can’t

do for architectural and engineering drawings Chapter 24 is an introduction to the concepts that underlie scaled drawings, such as scale, units, and dimensions Chapter 25 describes different methods for creating scaled drawings and how to use layers to manage information Chapter 26 describes procedures for adding basic plan components, such as walls, windows, doors, and furniture, as well as how to create other types of architectural and engineering plans Chapter 27 dis­cusses how to use Visio’s Space Plan template to plan space and manage facilities Chapter 28 describes Visio’s tools for integrating Visio and CAD drawings, which are all based on AutoCAD file formats Chapter 29 covers Visio’s Electrical Engineering, Mechanical Engineering, and Process Engineering templates

Part VI: Customizing Templates, Stencils, and Shapes

Part VI returns to Visio concepts and techniques with a focus on customization Chapter 30 discusses how to create and customize templates so you can start new drawings with the settings you want Chapter 31 describes techniques for creating and customizing stencils to create custom collections of built-in shapes, shapes you’ve modified, or custom shapes you’ve developed Chapter 32 discusses tech­niques for customizing shapes or creating your own and explains how to use cus­tom properties to store data Chapter 33 digs deeper into customizing shapes by showing you how to modify fields in Visio ShapeSheets or write custom formulas to control shape appearance and behavior Chapter 34 explains the benefits and tech­niques for formatting with styles and describes how to create custom line patterns, fill patterns, and line ends Chapter 35 describes techniques for customizing or cre­ating your own toolbars and menus Chapter 36 introduces the techniques available for automating Visio, including macros and writing add-ins

Part VII: Quick Reference

Part VII includes helpful information and reference lists Chapter 37 describes the process for installing Visio 2003 Chapter 38 provides different sources of help avail­

able for Visio 2003, both within the product and online Chapter 39 identifies addi­

tional sources for customized and specialized templates, stencils, and Visio-based solutions Chapter 40 is a reference to the most helpful keyboard shortcuts Chap­

ter 41 identifies the templates that Visio Standard and Visio Professional provide and the stencils each one opens

Books are a collaboration of people and talents — and the final product is all the better for it

My thanks go to my editors, Jim Minatel and James Russell, for their confidence and support; to my technical editors, Bonnie Watts and Scott Ambler, for making sure that the information in this book is not only accurate but practical; and to my copy editor, Luann Rouff, for making sure the whole ball of wax is readable Thanks also

to Teresa Stover, whose meticulous writing and readable style push me to improve

In addition, my gratitude goes to my husband, Peter Speer, who took care of our life while I wrote this book Finally, thanks to our dogs, Emma and Shea, who protected

my feet, if not our computer cables, these many months

Preface ix

Acknowledgments xv

Part I: Understanding Visio Fundamentals 1

Chapter 1: Getting Started with Visio 3

Chapter 2: Getting Started with Drawings 23

Chapter 3: Working with Visio Files 43

Chapter 4: Working with Shapes 61

Chapter 5: Connecting Shapes 95

Chapter 6: Working with Text 107

Chapter 7: Formatting Visio Elements 127

Chapter 8: Inserting, Linking, and Embedding Objects 147

Chapter 10: Linking Shapes with Data 187

Chapter 11: Collaborating with Others 205

Chapter 12: Building Block Diagrams 223

Chapter 13: Constructing Charts and Graphs 239

Chapter 14: Working with Organization Charts 253

Chapter 15: Working with Flowcharts 271

Chapter 16: Documenting Business Processes 287

Chapter 17: Scheduling Projects with Visio 297

Chapter 18: Documenting Brainstorming Sessions 323

Chapter 19: Modeling and Documenting Databases 341

Chapter 20: Building UML Models 369

Chapter 21: Building Software Development Diagrams 397

Chapter 22: Mapping Web Sites 415

Chapter 23: Creating Network Diagrams 433

Part V: Using Visio for Architecture and Engineering 449

Chapter 24: Working with Scaled Drawings 451

Chapter 25: Creating Scaled Plan Drawings 467

Chapter 26: Laying Out Architectural and Engineering Plans 481

Chapter 27: Planning Space and Managing Facilities 509

Chapter 28: Integrating CAD and Visio 531

Chapter 29: Working with Engineering Drawings 547

Chapter 30: Creating and Customizing Templates 577

Chapter 31: Creating and Customizing Stencils 583

Chapter 32: Creating and Customizing Shapes 595

Chapter 33: Customizing Shapes Using ShapeSheets 643

Chapter 34: Formatting with Styles 657

Chapter 35: Customizing Toolbars and Menus 671

Chapter 36: Automating Visio 681

Chapter 37: Installing Visio 2003 689

Chapter 38: Visio 2003 Help Resources 699

Chapter 39: Additional Resources for Templates and Stencils 705

Chapter 40: Keyboard Shortcuts 709

Chapter 41: Template and Stencil Reference 717

Index 727

Preface ix Acknowledgments xv

1 Part I: Understanding Visio Fundamentals

Chapter 1: Getting Started with Visio 3

What’s New in Visio 2003? 4New and Improved Shapes and Templates 4Productivity Enhancements 5Collaboration and Sharing 5Features Discontinued in Visio 2003 6What Visio Is and Isn’t 7Understanding Visio Concepts 8Using Templates and Stencils 8Dragging and Dropping Shapes to Create Drawings 9Connecting Shapes 12Exploring the Visio 2003 Interface 14Menus and Toolbars 14Task Panes 16The Visio 2003 Drawing Area 16Viewing Drawings 19Panning and Zooming 19Working with Drawing Windows 20Summary 21

Creating Drawings 24Creating Drawings Using Templates 24Creating Drawings from Existing Drawings 26Using the Fundamental Drawing Tools 26Speeding Up Drawing with Snap To Tools 26Drawing Lines 28Drawing Arcs and Curves 28Drawing Closed Shapes 31Using the Pencil Tool 32

Working with Pages 33Creating Pages in a Drawing 34Setting Up Pages 35Editing Pages 39Summary 41

Chapter 3: Working with Visio Files 43

Opening Drawings 43Opening Visio Drawings 44Accessing Recently Used Files 45Opening Other Types of Files in Visio 46Finding Files 46Using File Properties to Find Files 46Searching for Drawing Files 47Finding Templates and Sample Drawings 49Saving Files 50Saving Visio Files 51Protecting Files 53Previewing and Printing Drawings 54Previewing Drawings 54Printing Drawings 55Summary 59

Shapes 101 62Shape Masters and Instances 62Positioning Shapes 62Modifying Shapes 62Groups of Shapes 63Finding Shapes 63Opening Stencils 64Finding Shapes on Drawings 64Searching for Shapes 65Selecting Shapes 69Selecting Individual Shapes 69Selecting Multiple Shapes 70Positioning Shapes 71Working with Rulers, Grids, and Guides 71Moving, Rotating, and Flipping Shapes 75Placing Shapes with Precision 76Manipulating Shapes 82Undoing Actions and Deleting Shapes 83Duplicating Shapes 84Resizing and Reshaping Shapes 86

Reordering Overlapping Shapes 87Storing Data in Shapes 87Grouping Shapes 88Labeling and Numbering Shapes 90Summary 92

Chapter 5: Connecting Shapes 95

Using Connectors 95Using Stencil Connectors 97Using the Connector Tool 98Dragging Points to Connect Shapes 99Connecting a Sequence of Shapes 99Organizing Connections with Glue 100Gluing Shapes 100Specifying Points for Glue 100

Connection Points 101Automatically Laying Out Shapes 102Configuring Placement Behavior 102Specifying Layout Options 103Specifying Layout and Routing Spacing 105Specifying Line Jump Options 106Summary 106

Text and Visio 107Adding Text to Drawings 108Displaying Field Information in Text 110Displaying Information in Headers and Footers 112Adding Comments to Drawings 113Selecting and Editing Text 113Selecting Text 114Selecting Text in Groups 114Editing Text 115Deleting Text 115Finding, Replacing, and Correcting Text 116Positioning Text 119Repositioning Text in a Shape 119Moving Text Shapes 120Editing Locked Shapes 120Creating Special Annotations 121Creating Tables 121Using Callouts to Highlight Information 123Using Title Blocks 125Summary 126

Applying Formats 127Applying Formats to Lines 128Applying Formats to Text 129Applying Fill Formats 133Formatting Shapes 133Formatting with Styles 136Applying Styles 137Restoring Default Styles 138Working with Colors 138Using the Color Palette 139Working with Color Schemes 141Specifying Basic Color Settings 142Color-Coding Shapes 143Summary 144

Understanding Linking and Embedding 148Linking Elements 148Using Hyperlinks 150Linking Visio Drawings with Microsoft Office Files 154Embedding Objects 158Embedding Files and Fragments As Objects 158Positioning and Formatting Embedded Objects 160Editing the Content of Embedded Objects 162Inserting Graphics in Visio 163Inserting Graphics Files 163Searching for and Inserting Clip Art 163Inserting Pictures from Digital Devices 164Fine-Tuning Visio Drawings for PowerPoint 164Formatting Visio Drawings in a Presentation 165Building Drawings in a Presentation 167Summary 170

Formats for Importing and Exporting 172Using Template Tools to Import and Export 173Exploring the New SVG Format 173Importing Data into Visio 174Importing Graphic Files into Visio 174

Exporting Shapes and Drawings 176Publishing to the Web 177Choosing an Output Format for a Visio Web Page 177Saving Drawings As Web Pages 179Specifying Web Page Publishing Options 180Embedding Visio Drawings in Web Pages 183Adding Hyperlink Navigation Shapes to Drawings 183Summary 185

Understanding Links Between Shapes and Databases 188Linking Drawings to Databases 190Limitations of the Database Wizard 191Creating Connections to Data Sources 191Linking Drawing Shapes to Database Records 193Linking Masters to Databases 194Creating Drawings from Database Records 196Exporting Shape Data to Databases 198Keeping Drawings and Databases in Sync 199

Adding Actions and Events to Shapes 201

Summary 202

Distributing Drawings 206Sending Drawings Using E-Mail 206Routing Drawings 206Distributing Drawings to Exchange Folders 207Sharing Drawings 208Sharing Drawings with Colleagues Without Visio 208Working with Document Workspaces 209Working with Multiple Languages 215Configuring Windows for Multiple Languages 216Configuring Office for Multiple Languages 216Installing IME for Asian Characters 216Tracking and Reviewing Changes 217Turning Markup On or Off 217Marking Up Drawings 218Reviewing Markup 221Updating Drawings with Markup Changes 221Summary 221

Exploring the Block Diagram Templates 223Choosing the Right Template 224Exploring Block Diagram Shapes 225Showing Structure and Flow 227Creating Block Diagrams 227Modifying Block Diagrams 228Creating Hierarchical Trees 231Modifying Tree Shapes 232Adding Impact with 3D Block Diagrams 233Modifying Perspective 234Using Multiple Vanishing Points 234Working with Onion Diagrams 235Creating Onion Diagrams 235Modifying Onion Diagram Shapes 235Summary 238

Exploring the Chart and Graph Templates 240Choosing the Right Template 240Exploring Visio Chart and Graph Shapes 240Constructing Basic Charts and Graphs 243Constructing Bar Graphs 243Constructing Line Graphs 246Labeling Axes 246Working with Pie Charts 247Creating Feature Comparison Charts 248Working with Marketing Diagrams 249Building Circle-Spoke Drawings 249Constructing Triangles and Pyramids 250Adding Text to Charts and Graphs 251Using Stackable and Extendable Shapes 251Summary 252

Chart Template 254Exploring the Organization Chart Tools 254Exploring Visio’s Organization Chart Shapes 255Creating Organization Charts Manually 256

Chart Wizard 258Using Existing Organization Data 259Finalizing the Chart 261

Formatting Organization Chart Appearance 263Laying Out the Organization 263Setting Organization Chart Options 264Improving Chart Readability 265Working with Organization Charts 266Moving and Deleting Organization Chart Shapes 266Editing Organization Chart Shapes 267Working with Multiple-Page Organization Charts 268Comparing Versions of Organization Charts 269Sharing Organization Chart Data 270Summary 270

Exploring Flowchart Templates 271Choosing the Right Template 272Exploring Flowchart Shapes 274Understanding Flowchart Basics 275Adding and Connecting Flowchart Shapes 275Modifying Flowcharts 277Formatting Flowcharts 278Creating Multiple Page Flowcharts 278Working with Cross-Functional Flowcharts 280Setting Up Cross-Functional Flowcharts 280Adding Processes to Cross-Functional Flowcharts 281Working with Functional Bands 282Identifying Process Phases 283Creating Other Types of Flowcharts 283Creating Data Flow Diagrams 283Creating IDEF0 Diagrams 285Creating SDL Flowcharts 286Summary 286

Working with Business Process Templates 287Audit Diagrams 288Cause and Effect Diagrams 288Event Process Chain (EPC) Diagrams 290Fault Tree Analysis Diagrams 291TQM Diagrams 292Work Flow 293Estimating and Reporting with Flowcharts 293Adding Data to Flowcharts 293Adding Custom Properties to Shapes 294Generating Reports with Custom Property Data 294Summary 295

Exploring the Project Scheduling Templates 298Constructing Calendars 298Creating Daily Calendars 299Creating Weekly Calendars 299Creating Monthly Calendars 299Creating Yearly Calendars 300Working with Calendars 301Working with Appointments and Events 301Importing Outlook Calendar Data into Visio 303Documenting Project Timelines 304Creating Timelines 305Expanding Timelines 306Synchronizing Milestones and Intervals 308Modifying Timelines 308Importing and Exporting Timeline Data 309Scheduling Projects Using Gantt Charts 311Creating Gantt Charts 312Modifying the Content in Gantt Charts 316Formatting Gantt Charts 317Importing and Exporting Gantt Chart Data 317Building PERT Charts 319Creating PERT Charts 320Summarizing Projects on PERT Charts 321Summary 322

Exploring the Brainstorming Template 323Accessing Visio Brainstorming Tools 324Exploring the Brainstorming Outline Features 325Exploring Visio’s Brainstorming Shapes 325Creating Brainstorming Diagrams 326Adding and Connecting Topics 326Connecting Topics Manually 329Laying Out Brainstorming Diagrams 329Moving and Reordering Topics 330Changing Layout and Connector Styles 331Resizing the Page to Fit the Diagram 331Enhancing Brainstorming Diagram Appearance 332Working with Legends 332Adding Symbols to Topics 334Creating and Configuring Legends 334Importing and Exporting Brainstorming Data 336Summary 336

Part IV: Using Visio in Information Technology 339

Exploring the Database Model Templates 342Exploring Database Model Shapes 343Updating Database Shapes 343Creating Database Models 344Building Database Models from Scratch 344Importing Database Models from Other Applications 345Reverse Engineering an Existing Database 345Updating Reverse-Engineered Database Models 348Working with Database Models 348Working in the Database Windows 348Working with Tables and Columns 352Defining Database Views 357Creating Relationships Between Tables 358Creating and Editing Indexes 359Editing Database Code 360Setting Database Options and Preferences 361Setting Modeling Preferences 362Specifying Notation and Other Display Options 363Creating Express-G and ORM Diagrams 363

Schema-Level Diagrams 364Creating Object Role Model Diagrams 365Summary 367

Exploring the UML Model Diagram Template 370Choosing the Right UML Diagram 371Exploring the UML Menu 373Updating UML Shapes 374Working with UML Models 374Working with the Model Explorer 374Using the UML Model Windows 376Organizing Models with Packages 377Working with Shapes and Model Elements 378Specifying UML Options 380Creating UML Models 381

Creating Use Case Diagrams 385Creating Activity Diagrams 386Creating State Machine Diagrams 388Creating Sequence Diagrams 389

Creating Collaboration Diagrams 390Creating Component Diagrams 391Creating Deployment Diagrams 392Reverse Engineering Code into UML Models 393Reverse Engineering Visual C++ Code 394Reverse Engineering Visual Basic Code 395Summary 396

Choosing the Right Software Template 398Constructing COM and OLE Diagrams 399Understanding the Elements of COM 399Creating COM and OLE Diagrams 400Creating Data Flow Diagrams 401Creating Software Diagrams with Jackson Notation 402Creating System Network Diagrams 402Creating Jackson Data or Program Structure Diagrams 403Modeling Large-Scale Application Architectures 405Creating Program Structure Diagrams 405Modeling Real Time Systems with ROOM Diagrams 406Prototyping User Interfaces 407Exploring the Windows XP User Interface Template 407Creating an Application Window 408Prototyping Wizards 409Building Menus and Toolbars 411Designing Dialog Boxes 413Summary 414

Exploring the Web Diagram Templates 415Planning Web Sites 416Creating Conceptual Web Diagrams 417Fine-tuning Conceptual Web Diagrams 418Working with Web Site Maps 419Generating Maps of Existing Web Sites 421Configuring the Content and Format of Site Maps 422Viewing Site Maps 423Working with the Web Site Map Memory Model 425Formatting Web Site Maps 427Identifying Web Site Problems 429Summary 431

Exploring Network Templates 434What’s New in the Network Templates? 434What’s Missing? 434Choosing the Right Template 435

Creating Logical and Physical Network Diagrams 437Setting Up Network Diagrams 437Adding Nodes and Network Topology 437Creating Drill-down Diagrams 439Documenting Directory Services 441Laying Out Equipment Racks 442Enhancing Network Diagrams 444Storing Network Information in Visio Shapes 444Generating Equipment Reports 445Labeling and Numbering Network Diagrams 446Color-Coding Network Diagrams 446Summary 447

449 Part V: Using Visio for Architecture and Engineering

Exploring Scaled Drawing Templates 452Choosing the Right Scaled Drawing Template 452Working with U.S and Metric Templates 453Working with Scale and Units 454Working with Scale 455Specifying Measurement Units 459Dimensioning Scaled Drawings 460Adding Dimensions 461Specifying Precision and Units for Dimensions 463Calculating Area and Perimeter 464Summary 465

Creating Plan Drawings 468Setting Up Plan Drawings 468Using Existing CAD Floor Plans 469Using Existing Visio Plan Drawings 469Managing Plan Drawing Files 470Managing Shapes with Layers 470Creating Layers 471Renaming Layers 472Activating Layers 473Removing Layers 473Putting Layers to Work 474Assigning Shapes to Layers 476Summary 479

Working with Walls 482Converting Spaces into Walls 482Creating Walls 484Connecting and Resizing Walls 485Modifying a Wall’s Properties and Appearance 486Adding Doors, Windows, and Other Openings 487Adding Openings to Walls 487Modifying Doors, Windows, and Openings 488Adding Cubicles and Furniture 490Adding Cubicles to an Office Layout 490Connecting Modular Furniture 491Modifying Cubicles 492Creating Building Services Plans 493Adding HVAC Services 493Adding Electrical and Telecom Services 498Adding Plumbing 499Adding Security and Access Systems 500Creating Site and Landscaping Plans 500Adding Landscaping Elements 501Working with Roads and Parking Lots 501Drawing Directional Maps 503Creating Road and Metro Maps 504Modifying Roads and Intersections 504Using 3-D Map Shapes 505Labeling and Numbering Plans 505Summary 507

Facilities Management Using Visio 510Exploring the Space Plan Template 512Menus and Stencils 512Using the Space and Category Explorers 512Creating Space Plans 514Using the Space Plan Startup Wizard 515Adding Spaces Using the Import Data Wizard 516Using Shapes to Create Space Plans 516Assigning Resources to Space Plans 519Adding Resources to Space Plans 520Assigning Categories to Resources 521Using Visio Space Plans to Manage Facilities 522Importing Facilities Data into Space Plans 522Labeling Facilities Shapes 525Color-Coding Space Plans 527Finding and Moving Resources 527Generating Facilities Reports 528Summary 529

Understanding CAD and Visio Integration 532Displaying CAD Drawings in Visio 534Inserting CAD Drawings into Visio 534Displaying CAD Layers in Visio 535Reviewing CAD Drawings in Visio 535Modifying Inserted CAD Drawings 536Modifying Units and Scale 536Protecting Inserted CAD Drawings 539Positioning and Resizing Inserted CAD Drawings 540Converting CAD Drawings to Visio Format 541The Disadvantages of CAD Conversion 542Converting CAD Drawings to Visio Format 542Converting Multiple CAD Drawings 544Creating Stencils from CAD Libraries 545Converting Visio Drawings to CAD Format 545Summary 546

Exploring Visio’s Engineering Templates 548Using Basic Visio Techniques in Engineering Drawings 549Working with Mechanical Engineering Drawings 550Drawing Parts and Assemblies 550Constructing Fluid Power Diagrams 554Working with Electrical Engineering Drawings 556Building Process Engineering Models 557Using Process Engineering Views 558Updating Process Engineering Projects from Visio 2000 560Creating P&ID and PFD Drawings 561Building Pipelines 563Working with Components 565Associating Shapes with Components 566Working with Component Data 566Tagging and Numbering Components 568Generating Component Lists and Bills of Material 571Converting Shapes and Symbols into Components 572Summary 573

Part VI: Customizing Templates, Stencils, and Shapes 575

Reasons to Customize Templates 578Customizing Templates 578Creating and Saving Customized Templates 578Setting Up a File for Use as a Template 579Accessing Customized Templates 580Summary 582

Creating and Saving Stencils 583Creating a Stencil from an Existing Stencil 584Creating Stencils from Shape Search Results 585Creating Stencils from Scratch 585Creating a Custom Stencil from a Document Stencil 585Quickly Storing Your Favorite Shapes 586Saving Stencils 587Adding Shapes to Stencils 588Adding Shapes from Drawing Pages 589Adding Shapes from Other Stencils 590Modifying Stencil Appearance 591Displaying Master Information 591Changing Spacing and Color Settings 592Rearranging Shapes in Stencils 592Summary 593

Understanding Shapes and Shape Properties 596What Makes Shapes Smart? 596Understanding Shapes and Masters 597Understanding Shape Geometry 597Creating and Editing Masters 600Creating Masters 600Modifying Masters 602Drawing Shapes and Masters 608Drawing Line Segments and Paths 609Creating Closed Shapes 609Drawing Graphics Precisely 610Creating and Editing Shapes with the Pencil Tool 612Transforming Shapes into New Ones 613Assembling and Disassembling 2-D Shapes 614Manipulating Lines 619Customizing Connection Points 620Adding, Moving, and Deleting Connection Points 621Working with Types of Connection Points 621Customizing Shape Behavior 623Specifying Double-Click Behavior for Shapes 623Specifying Placement Behavior 625Modifying Other Shape Behaviors 626Adding Screen Tips to Shapes 630Working with Custom Properties 630Creating and Editing Custom Properties 631Using Custom Property Sets 634

Producing Reports with Custom Property Data 637Defining Custom Reports 637Running Reports with Custom Property Data 641Summary 641

Chapter 33: Customizing Shapes Using ShapeSheets 643

Viewing ShapeSheets 644Opening ShapeSheets 644Viewing and Adding ShapeSheet Sections 645Exploring ShapeSheet Sections 647Writing ShapeSheet Formulas 652Exploring the Elements of Formulas 653Creating Formulas 653Summary 654

Working with Styles 658Creating and Editing Styles 660Creating Styles 660Editing Styles 662Creating Custom Patterns 663Designing Pattern Shapes 664Designing Line Patterns 665Designing Line End Patterns 667Designing Fill Patterns 667Creating New Custom Patterns 669Creating a New Pattern 669Sizing Line Ends 670Summary 670

Customizing Toolbars and Menus 671Customizing Toolbars 672Customizing Menus 674Creating Toolbars and Menus 675Modifying Toolbars and Menus 676Renaming Toolbars and Menus 676Grouping Commands and Menus 676Changing the Width of a Drop-down List 676Modifying the Appearance of an Entry 677Modifying Button Images 677Creating Keyboard Shortcuts 678Sharing Customized Toolbars and Menus 678Summary 679

What’s New for Developers in Visio 2003 682Working with Macros 682Writing Add-Ins to Automate Visio 684Using the Visio Drawing Control 685Learning More About Automating Visio 686Summary 686

Chapter 37: Installing Visio 2003 689

Exploring Visio Installation Methods 689Using a Local Installation Source 690Deploying with an Administrative Installation Point 690Using a Compressed CD Image 691Installing Visio on Your Computer 691Installing When a Previous Version Is Present 692Using the Microsoft Windows Installer 692Activating a New Visio Installation 694Maintaining and Repairing Visio 695Adding and Removing Components 696Repairing Your Visio Installation 696Learning More About Your Version of Visio 697Summary 698

Chapter 38: Visio 2003 Help Resources 699

The Getting Started Tutorial 699Finding Help About Visio 700Viewing Visio Help Topics 700Configuring Your Help Settings 701Searching the Microsoft Knowledge Base 702Working with Visio Task Panes 703Other Helpful Resources 704Summary 704

Using the Diagram Gallery 705Exploring the Visio Extras Stencils 706Finding Templates and Samples at Microsoft Office Online 707Finding Third-party Visio Templates and Stencils 707Summary 708

Using Keyboard Shortcuts 709Handy Keyboard Shortcuts 710File Shortcuts 710Action Shortcuts 710Editing and Formatting Shortcuts 710Window and Viewing Shortcuts 711Zoom Shortcuts 712Tool Shortcuts 712Shape Shortcuts 712Dialog Box Shortcuts 713Edit Box Shortcuts 713Menu and Toolbar Shortcuts 714Help Shortcuts 714Summary 715

Templates for Office Productivity 718Templates for Information Technology 720Templates for Architecture and Engineering 722Visio Extras Stencils 725Summary 726

Chapter 2

Getting Started with Drawings

Chapter 3

Working with Visio Files

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