Microsoft® Office Visio® 2003 Inside Out

Dig into Visio 2003—and discover how you can really put your business diagrams and technical drawings to work! This supremely organized reference packs hundreds of timesaving solutions, troubleshooting tips, and workarounds all in concise, fast-answer format.… (More) Dig into Visio 2003—and discover how you can really put your business diagrams and technical drawings to work! This supremely organized reference packs hundreds of timesaving solutions, troubleshooting tips, and workarounds all in concise, fast-answer format. It’s all muscle and no fluff. Discover the best and fastest ways to perform everyday tasks, and challenge yourself to new levels of Visio mastery!Explore better ways to visualize your business—from organization charts and floorplans to business process diagramsGet expert tips for using the ready-made templates—or create your own shapes and solutions Use Visio to collaborate with coworkers, including creating brainstorming diagramsTrack and manage projects with timelines, Gantt charts, and PERT chartsPlan and map out your Web siteDiagram databases, computer networks, and software systemsAdd Visio drawings to other Microsoft Office programs for more powerful spreadsheets, slides, and other communicationsExtract and reuse data from Visio drawings with XML, Microsoft SQL Server, and Microsoft Access*Produce precisely scaled architectural plans and engineering schematics; easily import CAD elementsCD features:Complete eBook in PDF formatExtending Visio, a catalog of Visio resources with links to third-party tools and demosMicrosoft resources and demos, including Insider’s Guide to Microsoft Office OneNote 2003 eBookMicrosoft Computer Dictionary, Fifth Edition, eBook—10,000+ entriesA Note Regarding the CD or DVDThe print version of this book ships with a CD or DVD. For those customers purchasing one of the digital formats in which this book is available, we are pleased to offer the CD/DVD content as a free download via O'Reilly Media's Digital Distribution services. To download this content, please visit O'Reilly's web site, search for the title of this book to find its catalog page, and click on the link below the cover image (Examples, Companion Content, or Practice Files). Note that while we provide as much of the media content as we are able via free download, we are sometimes limited by licensing restrictions. Please direct any questions or concerns to booktech@oreilly.com. (Less)

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Getting Started with Visio 2003
What Is Visio?
Two Versions: Visio Standard and Visio Professional
Drag-and-Drop Diagramming with Shapes
Diagramming in Visio Standard vs. Modeling in Visio Professional
What’s New in This Release
Collaboration in Visio 2003
What You Won’t Find in This Release
Starting with the Diagram Type You Want
Starting with a Template
Starting in the New Drawing Pane
Touring the Visio Window
Using the Toolbars for Drawing and Formatting
Working in the Visio Drawing Page
Viewing Shapes and Pages in the Drawing Explorer
Finding the Information You Need
Using Online Help
Sources of Other Information
Opening Visio Documents
Opening an Existing Diagram
Opening a Recently Used Diagram
Opening Another Visio File Type
Opening a New Drawing File Without a Template
Opening Stencils
Opening Older Versions of Microsoft Visio Files
Searching for a File to Open
Creating a Diagram
Adding Shapes to a Diagram
Identifying Parts of a Shape
Connecting Shapes as You Add Them
Finding the Shape You Want
Laying Out Shapes on the Page
Moving Shapes
Grouping Shapes
Editing Multiple Shapes at Once
Adding and Editing Pages
Adding, Rearranging, and Removing Pages
Using Background Pages
Resizing Pages
Quickly Formatting Shapes and Diagrams
Formatting with the Formatting Toolbar
Formatting with the Format Commands
Working with Color Schemes
Adding Backgrounds and Borders
Connecting Shapes
Adding Connectors to Your Diagrams
Using Connectors and the Connector Tool
Dragging Connectors from Shapes
Connecting a Series of Shapes All at Once
Laying Out Shapes Automatically
Setting Up Shapes for Automated Layout
Setting Layout Style, Depth, and Routing
Customizing Shape Spacing and Connector Routing
Displaying Line Jumps on Crossing Connectors
Adding Connection Points to Shapes
Using Different Types of Connection Points
Changing Connection Point Type
Changing the Angle of Connection
Controlling Connections with Glue
Adding Text to Shapes and Diagrams
Adding Text
How Visio Fits Text to Shapes
Using the Text Tool
Understanding Text and Text Blocks
Understanding Text in Groups
Selecting and Editing Text
Cutting, Copying, and Pasting Text
Deleting Text from a Shape
Adding Text to Lines and Connectors
Adding and Editing Text in Groups
Adding Text on a Layer
Creating Tables and Lists
Tabbing to Create Tables and Lists
Using Shapes to Create Tables
Creating Bulleted and Numbered Lists
Formatting Text
Changing the Text Font and Style
Formatting Paragraphs of Text
Formatting Text with Styles
Setting a Default Format for All Text
Changing How Text Is Displayed On-Screen
Changing the Position of a Shape’s Text
Finding and Correcting Text
Finding and Replacing Text
Checking Spelling
Using Visio Shapes to Display Text
Annotating Diagrams with Callout Shapes
Adding a Title Block to a Diagram
Adding Text to Headers and Footers
Creating Text Fields to Display Information
Using Visio Diagrams on the Web
Visio and the Web
Linking Visio Shapes and Pages
Linking to Another Shape, Page, Document, or Web Site
Using a Relative Path
Adding a Hyperlink Navigation Shape
Modifying or Deleting a Hyperlink
Copying Hyperlinks
Exporting Visio Diagrams for Use on the Web
Files Created by the Save As Web Page Command
Creating Web Pages from Visio Diagrams
Embedding a Visio Drawing into an Existing Web Page
Using a Visio Diagram as a Web Graphic
Storing Data in Diagrams
Working with Shapes, Data, and Custom Properties
Using Shapes with Custom Properties
Creating Properties in Master Shapes
Customizing the Custom Properties Window
Displaying Properties for One Shape
Accessing Custom Properties Through the ShapeSheet
Entering Data in Shapes
Defining Custom Properties
Defining Custom Properties for Individual Shapes
Defining Custom Properties for Master Shapes
Using Custom Property Sets
Defining a Set of Custom Properties
Editing Custom Property Sets
Applying a Custom Property Set to Shapes
Deleting Custom Properties
Creating Reports
Running a Report
Defining a Custom Report
Selecting Report Contents
Formatting a Custom Report
Saving a Report Definition
Using Visio Diagrams with Other Programs
Working with OLE
Linking a Diagram to a Microsoft Office Document
Editing a Linked Diagram
Updating a Linked Diagram
Embedding a Diagram in a Microsoft Office Document
Embedding an Entire Visio Diagram
Using Visio Shapes in Other Programs
Creating a Visio Diagram Within Another Application
Editing an Embedded Diagram
Sizing an Embedded Visio Diagram
Pasting Without Embedding
Exporting Shapes and Diagrams
Exporting a Shape as a Graphic
Exporting a Diagram in PDF Format
Importing Information from Other Programs
Embedding and Linking Microsoft Office Documents in Visio
Importing Graphics
Other Methods for Using Data from Other Applications in Visio
Saving and Printing Your WorkŽ
Saving a Diagram
Including File Properties with a Diagram
Changing Where Diagrams Are Saved
Saving to a Document Management System
Protecting a Visio Document
Saving Read-Only Diagrams
Locking a Diagram Against Changes
Sending Diagrams in E-Mail
Routing Documents
Sending Diagrams to Microsoft Exchange
Printing Diagrams of Any Size
Printing Tiled Drawings and Diagrams
Centering a Diagram Before Printing
Printing Multiple-Page Drawings
Printing Selected Shapes or Pages
Printing a Diagram to a File
Previewing Before You Print
Using the Print Preview Window
Previewing with the Print Setup Command
Creating Flowcharts
Understanding Flowcharts in Visio
Choosing a Flowchart Template
Additional Flowcharts and Process Diagrams in Visio Professional
Creating a Basic Flowchart
Starting a New Flowchart
Numbering Flowchart Shapes Automatically
Creating a Cross-Functional Flowchart
Adding Functional Bands
Editing and Reordering Functional Bands
Moving Shapes to a New Band
Adding a Separator to a Flowchart
Showing Cause and Effect
Creating a Fishbone Diagram
Editing Text
Moving Cause and Effect Shapes
Creating Multiple-Page Flowcharts
Continuing a Flowchart on Another Page
Enlarging a Page to Fit a Large Flowchart
Formatting a Flowchart Quickly
Visualizing an Organization
Understanding Organization Charts in Visio
Using the Organization Chart Tools
Converting Earlier Visio Organization Charts
Creating an Organization Chart Manually
Importing Organizational Data to Create a Chart
Importing Data from an Existing File
Importing Data from a New File You Create
Working with an Organization Chart
Working with Multiple-Page Organization Charts
Comparing Charts and Creating Reports
Comparing and Updating Versions of an Organization Chart
Creating Reports About an Organization
Formatting an Organization Chart
Choosing a Block Diagram
Using the Block Diagram Templates
Starting a Block Diagram
Showing Hierarchies with Block Diagram Shapes
Creating Block Diagrams
Modifying Block Diagram Shapes
Creating Tree Diagrams
Showing Relationships in an Onion Diagram
Creating Onion Diagrams
Revising Shapes in an Onion Diagram
Dividing a Layer into Sections
Showing Concepts with 3-D Block Diagrams
Creating 3-D Block Diagrams
Changing the Diagram’s Perspective
Hiding the Vanishing Point
Adjusting the Shadow Color
Tracking Projects and Schedules
Project Scheduling in Visio
Using Visio with Microsoft Project
Creating a Project Timeline
Creating a Timeline from Scratch
Showing Project Milestones
Adding an Interval to a Timeline
Creating a Vertical Timeline
Expanded Timeline
Creating a Gantt Chart from a Timeline
Creating Monthly and Yearly Calendars
Creating a Monthly Calendar
Creating a Yearly Calendar
Modifying the Look of Your Calendar
Viewing Projects with PERT Charts
Scheduling Projects with Gantt Charts
Creating a Gantt Chart
Adding Task Names and Dates
Linking Tasks to Show Dependencies
Customizing Columns in a Gantt Chart
Exporting a Visio Gantt Chart to Use in Project
Importing Scheduling Information
Using Visio Shapes and Diagrams in Presentations
Methods for Adding Shapes and Diagrams to Slides
Formatting Visio Diagrams for PowerPoint Slides
Formatting Visio Text for Slides
Adjusting Visio Text Colors for PowerPoint
Applying PowerPoint Colors to a Visio Diagram
Pasting and Embedding a Diagram on a Slide
Embedding Shapes or Diagrams on a Slide
Editing an Embedded Diagram in Place
Linking and Embedding Multiple-Page Diagrams
Linking Visio and PowerPoint
Linking a Diagram to a Slide
Editing and Updating Linked Diagrams
Repairing Links When Files Are Moved or Renamed
Converting Linked Diagrams to Pictures
Animating and Building Visio Diagrams in PowerPoint
Creating Diagrams for PowerPoint Animation
Showing Visio Diagrams Sequentially in Slides
Delivering a Slide Show in Visio
Creating Network Diagrams
Starting a Network Diagram
Choosing a Network Template
Setting Up a New Network Diagram
Defining Network Topology
Attaching Nodes and Devices
Drawing Network Connections
Using Layers to Represent Different Networks
Numbering the Shapes in a Network Diagram
Customizing Network Shapes
Editing Label Text
Repositioning Labels
Adding a Background Behind Text
Editing Network Equipment Shapes
Editing Network Cables and Connectors
Creating Multiple-Page Network Diagrams
Resizing the Page to Fit a Large Network Diagram
Adding Hyperlinks to Multiple-Page Diagrams
Tracking and Reporting on Network Equipment
Associating Serial Numbers and Other Data with Network Shapes
Generating Reports from Network Data
Creating a Directory Diagram
Starting a Directory Diagram
Using Shapes to Add Objects and Classes
Planning and Mapping Web Sites
Understanding the Web Site Map Template
Viewing a Site Map
Collapsing and Expanding Site Maps
Viewing a Web Site Model
Determining What Is Mapped
Creating a Site Map
Adding a Site Map to Another Diagram
Choosing a Web Site to Map
Changing Site Mapping Settings
Choosing a Layout for a Site Map
Choosing File Types to Map
Including Link Protocols
Specifying HTML Attributes
Narrowing the Scope of Site Mapping
Specifying a Password and Security Options for a Site
Customizing Web Site Shapes
Adding Shapes to a Web Site Map
Adding Web Site Shapes to the Model
Locating a Shape in a Site Map
Modifying Web Site Maps
Viewing One Page and Its Links
Formatting a Site Map Across Multiple Pages
Troubleshooting Web Sites
Reporting on a Site’s Problems
Comparing Versions of a Site
Conceptual Web Sites
Measuring and Dimensioning with Precision
Setting Up Measurements in a Diagram
Working with a Drawing Scale
Choosing the Units of Measure for the Drawing
Setting Default Units for the Drawing File
Customizing the Rulers
Controlling Grid Spacing and Origin
Positioning Shapes Precisely
Snapping Shapes for Automatic Alignment
Using the Dynamic Grid to Center Shapes
Entering Coordinates for Shape Position
Moving Shapes with the Move Shapes Add-In
Aligning and Moving Shapes with Guides
Creating Nonlinear Guide Shapes
Moving and Rotating Guides
Moving Shapes and Guides Together
Setting a Reference with Guide Points
Moving a Guide Point
Printing Guides
Aligning Shapes to Each Other
Adjusting Shape Alignment
Using the Align Shapes Command
Adjusting Shape Distribution
Calculating and Displaying Dimensions
Using Dimension Lines to Show Size
Controlling the Way Dimensions Are Displayed
Displaying Custom Measurements
Displaying Width, Height, or Angle on Shapes
Calculating Perimeter and Area
Controlling Shapes with Layers
About Layers
Using Shapes with Preassigned Layers
Viewing Layers in a Diagram in the Drawing Explorer
Creating Layers in a Diagram
Assigning Shapes to Layers
Using Layers to Protect, Hide, and Organize Shapes
Using Layers in Multiple-Page Diagrams
Using CAD Drawings in Visio
How Visio Works with CAD Programs
Using Visio for CAD Users
Visio Equivalents for CAD Commands
Drawings with Externally Referenced or Image Files
Importing CAD Drawings in Visio
Importing Layers and Levels
Importing a CAD File
Snapping to Objects in the CAD Drawing
Locking and Unlocking a CAD Drawing
Modifying Inserted CAD Drawings
Positioning an Imported CAD Drawing
Sizing an Imported CAD Drawing
Changing the Scale of an Imported CAD Drawing
Converting CAD Drawings into Visio Format
Converting an Imported CAD Drawing
Converting Multiple CAD Drawings
Customizing the CAD Conversion Process
Converting Symbol Libraries into Stencils
Adjusting How Converted Shapes Overlap
Converting Visio Diagrams into CAD Format
Laying Out Floor and Site Plans
Starting with a Basic Floor Plan
Starting with the Office Layout Template
Starting a Building Shell in Visio Professional
Moving a Building Shell to the Background
Starting from an Existing Floor Plan
Using a Floor Plan from a CAD Drawing
Copying an Existing Visio Floor Plan
Opening a Floor Plan Created in Visio 2000
Using Space Shapes to Start a Floor Plan
Designing Space in a Building Plan
Customizing Space Shapes
Converting Space Shapes into Walls
Adding Interior Walls and Cubicles
Designing Space with Room Shapes
Adding Interior Walls
Customizing the Appearance of Wall Shapes
Creating a Ceiling Grid
Adding Doors, Windows, and Openings
Choosing Doors and Windows Defaults
Creating a Door and Window Schedule
Adding Building Services
Adding HVAC Services to a Plan
Drawing the Plumbing Layout
Adding Electrical and Telecommunication Services
Adding Security Systems
Creating Site and Landscaping Plans
Adding Landscaping Details
Adding Roads to a Site Plan
Adding Recreation Equipment to a Site Plan
Adding Dimensions to Floor and Site Plans
Diagramming and Documenting Databases
Modeling Relational and Object-Relational Databases
Starting a New Database Model Diagram
Viewing Tables and Other Model Elements
Setting Modeling Preferences
Reverse Engineering an Existing Database
Setting Up a Data Source
Step 1: Connecting to a Data Source
Step 2: Extracting Database Objects
Step 3: Selecting Tables and Views
Step 4: Creating a Diagram
Step 5: Finishing the Wizard
Updating a Database Model Diagram
Modifying a Database Model
Adding and Editing Tables and Columns
Specifying Data Types
Specifying Relationships and Cardinality
Defining an Index
Diagramming Software Systems
Deciding Which Software Solution to Use
Using the Data Flow Model Diagram Template
Modeling Software Systems Using UML
Using the Model Explorer
Customizing UML Shapes
Creating a New UML Model
Creating a Use Case Diagram
Creating a Static Structure Diagram
Creating a Sequence Diagram
Creating an Activity Diagram
Creating a Statechart Diagram
Creating a Collaboration Diagram
Creating a Component Diagram
Creating a Deployment Diagram
Defining Common Model Properties
Reverse Engineering Source Code
Reverse Engineering Visual C++ 6 Source Code
Reverse Engineering Visual Basic 6 Source Code
Customizing Shapes and Solutions
Mastering Visio Documents
Opening Drawing (.vsd) Files
Opening Files That Contain Macros
Opening Stencil (.vss) Files
Opening Template (.vst) Files
Visio and XML File Formats
Opening XML Files
Making XML the Default File Format
Understanding Shapes and Masters
Saving Customized Shapes as Masters
Editing Masters
Designing and Displaying Master Icons
Creating a New Stencil
Saving a Document Stencil as a New Stencil
Customizing Templates
Adding Stencils to a Template
Creating Templates for Scaled Drawings
Protecting File Settings
Programming Solutions with VBA
About Writing Add-Ins
Getting More Information
Drawing and Editing to Create New Shapes
Understanding Shape Geometry
Using the Drawing Tools
Editing Shapes with the Pencil Tool
Identifying Shape Behavior
Understanding 1-D Shape Behavior
Understanding 2-D Shape Behavior
Converting 2-D Shapes to 1-D Shapes
Understanding Closed and Open Shapes
Drawing Closed Shapes
Drawing Lines
Converting Arcs to Lines
Creating Infinite Lines
Drawing Angled Lines
Drawing Tangent Lines on Curves
Drawing Accurate Geometry with Shape Extension Lines
Drawing Curves
Drawing Circular and Elliptical Arcs
Drawing Freeform Curves or Splines
Merging Shapes to Create New Ones
Merging 2-D Shapes with Shape Operations
Creating and Offsetting Lines with Shape Operations
Working with Groups
Identifying Groups
Editing Shapes in a Group
Repairing a Group’s Alignment Box
Controlling Shape Behavior in Groups
Defining Styles, Patterns, and Colors
Understanding Text, Line, and Fill Styles
Applying Styles from the Style Lists
Formatting Versus Applying Styles
Comparing Color Schemes and Styles
Overriding and Protecting Shape Formats
Restoring the Factory Default Shape Formats
Formatting Locked Shapes
Creating and Editing Styles
Creating a New Text, Line, or Fill Style
Editing Existing Styles
Deleting a Style
Copying Styles and Color Schemes to Other Diagrams
Setting Default Styles for Drawing
Creating Your Own Line and Fill Patterns
Understanding Pattern Philosophy
Designing a Pattern Shape
Designing and Creating a Fill Pattern
Creating a Line Pattern
Creating a Line End Pattern
Working with Color in Visio
How Visio Applies Color to Shapes
Editing the Color Palette
Changing or Restoring the Color Palette
Connecting Diagrams and Databases
About Visio and Databases
Understanding Shape–Database Connections
Exporting and Linking ShapeSheet Information
Connecting to an ODBC Data Source
Exporting Shape Properties to a Database
Mapping Shape Properties to an Existing Database
Linking Shapes and Databases
Linking Limitations
Using the Link To Database Command
Linking Master Shapes
Adding Shortcut Commands to Linked Shapes
Linking to a New Table
Understanding How a Visio Link Works
Managing Linked Shapes
Adding Commands to Update All Shapes at Once
Updating Shapes Automatically
Making Shapes Smart
Using the ShapeSheet Window
Viewing ShapeSheet Sections
Touring the ShapeSheet Sections
Writing ShapeSheet Formulas
Contents of a Formula
Creating and Editing Formulas
Creating a Cell Reference in a Formula
Entering Functions
Protecting Shape Formulas
Exploring Shape Geometry
Defining Double-Click Actions for Shapes
Adding Shortcut Commands to Shapes
Adding a Predefined Action
Adding a Smart Tag to Your Shape
Adding a Visio Command
Managing Facilities with Space Plans
About Space Plans
Using the Explorer Window
Understanding Shape Categories
Understanding Unplaced Data
Displaying a Floor Plan in a Space Plan
Starting a Space Plan from Scratch
Using a CAD Drawing
Using an Existing Visio Drawing
Importing a Graphic to Use as a Floor Plan
Defining Spaces in a Floor Plan
Adding Space to a Floor Plan by Importing Information
Using Shapes to Add Spaces to a Floor Plan
Defining Boundaries Around Areas
Using the Import Data Wizard
Starting the Import Data Wizard
Refreshing the Data
Using the Space Plan Startup Wizard
Adding and Associating Resources
Assigning a Category to a Shape
Associating Spaces, Assets, and People
Formatting the Data in Your Space Plan
Color-Coding Shapes
Displaying Labels on Shapes
Finding and Moving People and Resources
Finding People and Assets in a Floor Plan
Moving People and Assets
Saving Space Plans on the Web
Creating Space and Asset Reports
Editing Space and Asset Reports
Creating Reports in Different Formats
Engineering Solutions in Visio Professional
Creating Mechanical Engineering Drawings
Using the Part And Assembly Drawing Template
Using Springs and Fasteners
Drawing with the Drawing Tool Shapes
Using the Fluid Power Template
Connecting a Fluid Power Diagram
Using Fluid Power Shapes
Creating Electrical Schematics
Connecting Electrical and Electronic Shapes
Labeling Components
Using the Process Engineering Template
Using a Diagram as a System Model
Starting a New Process Engineering Model
Converting Visio 2000 Diagrams to This Version
Creating P&IDs and PFDs
Working with Pipelines
Associating Shapes with Components in the Component Explorer
Adding Data to Components
Adding Component Data
Editing Custom Properties
Labeling, Tagging, and Numbering Components
Labeling Shapes with Component Data
Tagging Components
Renumbering Components
Creating Pipeline, Valve, and Other Reports
Generating Component Lists
Customizing Process Engineering Reports
Converting Shapes and CAD Symbols into Components
Installing Visio 2003
Installation Features
Step 1: Start Setup
Step 2: Choosing Your Installation Type
Step 3: Installing with a Previous Version of Visio
Step 4: Installing Visio

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