bVisual

bVisual Blog by David Parker

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Docked Stencils in Visio for the Web

Visio desktop has multiple ways to specify the folder where docked stencils can be found, but, as far as I am aware, Visio for the Web only has one. I mostly create VSTO add-ins for Visio desktop, and I use Visio desktop as a studio for creating templates for Visio for the Web. Often, I leave the Document Stencil in the template open because users can then drag and drop from there, but when I create an installation with custom stencils then they normally go into the application folder, or a sub-folder of it. An alternative is to install them into the My Shapes folder in the users desktop Documents folder. These will appear in the Visio desktop UI. Also, there is the ability to set the Stencils folder using File | Options | Advanced | File Locations. Finally, the desktop edition will always first check the folder that the Visio document is in for any docked stencils. Visio for the Web does not have all these options, so how do you get any custom docked stencils to appear when you use Visio for the Web to edit a document?

  • Visio desktop with docked stencils
  • Visio web viewer
  • Visio for the web with missing stencils
  • Visio for the web with stencils
[Read more…] about Docked Stencils in Visio for the Web

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My Visio Books and Old pre-C# Work

We, as a family, are in the process of de-cluttering our house for hopefully a move closer to the south coast, so I decided to take a photo of my Visio books collection, and as you can see, back in the mid-1990’s, I started reading and learning from other peoples works, and then progressed to writing my own from 2007. This shows how mature the Visio desktop product is, and as very little has been removed, then each book has something to learn.

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Migrating from Lucidchart to Visio?

My fellow Visio MVP, Michel Laplane, and I recently converted and transformed 15k Lucidchart documents to Microsoft Visio for a large multi-national organization. This was approximately 4 years after they had moved from Visio to Lucidchart! I do not know the full reason behind these changes in technology, and I do not have a particular dislike of Lucidchart, but my passion is Visio, so I was willing to assist SohoDragon in this migration for their client. The Lucidchart application is solely a web-based diagramming system with the documents stored in AWS, so perhaps it does not fit easily within the corporate compliance architecture of Microsoft Azure, Teams and SharePoint. Microsoft Visio though has the same files for both the desktop and web editions, although there are some restrictions in the size and features of editing Visio document in the web. However, all the M365 users will have the ability to view and comment of the Visio documents that they have permission for. Visio Plan 1 or Plan 2 subscriptions will be required for editing the migrated documents because they have not been created with the templates provided in Visio for M365, and Visio documents which have any page with over a thousand shapes will currently only be editable in the Visio desktop edition. The Lucidchart documents needed to be audited, exported and transformed into Visio documents, and then uploaded to similar folders in SharePoint, where user permissions could be applied. We decided to use multiple secure Windows VMs to process the documents and then upload them to SharePoint before the VMs were deleted.

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Creating Boolean Context Menus in Visio

Over the many, many years that I have been creating Microsoft Visio solutions, I have had to create numerous right-mouse context menus for shapes to control their Shape Data values. Over that time, patterns emerge, so this article is highlighting three different appearances for simple Boolean values, otherwise known as True/False or Yes/No values, and even for tristate Yes/No/Maybe. In fact, Visio presents you with Boolean as one of the eight types of data available on the Define Shape Data dialog, but there is no UI for creating accompanying right-mouse context menus except for the ShapeSheet window. However, I will show that using a Fixed List type is often preferable to a simple Boolean type.

The Define Shape Data dialog
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Installing Visio Templates and Stencils

I was recently on holiday but needed to update an installation of Visio Templates and Stencils for all languages. I use Advanced Installer in Enterprise mode so that I can edit the PublishComponent table like I have described in my earlier article ( see Using Advanced Installer with Visio VSTO Add-Ins – bVisual )Unfortunately I only had my travel laptop and could not refer to previous projects. Instead I referred to an excellent article on UnmanagedVisio, and tried the suggested Component IDs for All Versions of Templates and Stencils

However, these do not work for me using Visio Plan 2. Nothing showed up in the Visio UI. So, this article describes how it works for me using Advanced Installer.

  • Advanced Installer Organization
  • Advanced Installer Component table
  • Advanced Installer PublishComponent table
  • Visio Published Template Category
  • Published Visio Template
  • Published Visio Stencils
[Read more…] about Installing Visio Templates and Stencils

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Creating a Dynamic connector master automatically

I have been creating Microsoft Visio solutions for 30 years now … my first was in 1996! I have been an advocate for custom Masters from the very start, every since I learnt how editing the Master can automatically update all of its instance shapes can be automatically updated throughout the document. Whenever you drag and drop a Master from a Stencil into a document for the first time, it copies that Master to the Document Stencil, and from then on it will use the local Master in the Document Stencil to create new shape instances that reference the local Master. If you need to customise the local Master, then you should ensure that the Match master by name on drop is checked. All of the provided stencils contain Masters where this property is not checked. The main exception to this is the Dynamic connector Master. Not only is this Master provided with this property checked, it is also automatically created when you do certain actions. This article explains when this is done in the UI and in code.

  • Adding a Rectangle shape
  • Selecting an Ellipse shape
  • Adding an Ellipse shape
  • Adding a Line shape
  • Lines do not glue to shapes by default
[Read more…] about Creating a Dynamic connector master automatically