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Microsoft® Office Visio® 2003 Inside Out

Book Description

Take your Microsoft Visio experience to the next level! This supremely organized reference packs hundreds of timesaving solutions, troubleshooting tips, and handy workarounds for Visio 2003 in concise, fast-answer format.

Table of Contents

  1. Microsoft® Office Visio® 2003 Inside Out
    1. SPECIAL OFFER: Upgrade this ebook with O’Reilly
    2. A Note Regarding Supplemental Files
    3. Acknowledgments
    4. We’d Like to Hear from You!
    5. About the CD
      1. What’s On the CD
      2. Using the CD
      3. System Requirements
      4. Support Information
    6. Conventions and Features Used in This Book
      1. Text Conventions
      2. Design Conventions
    7. 1. Introduction to Visio 2003
      1. 1. Getting Started with Visio 2003
        1. What is Visio?
          1. Two Versions: Visio Standard and Visio Professional
          2. Drag-and-Drop Diagramming with Shapes
          3. Diagramming in Visio Standard vs. Modeling in Visio Professional
        2. What’s New in This Release
          1. Collaboration in Visio 2003
          2. What You Won’t Find in This Release
        3. Starting with the Diagram Type You Want
          1. Starting with a Template
          2. Starting in the New Drawing Pane
        4. Touring the Visio Window
          1. Using the Toolbars for Drawing and Formatting
          2. Working in the Visio Drawing Page
            1. Panning and Zooming
          3. Viewing Shapes and Pages in the Drawing Explorer
            1. Merging Windows
        5. Finding the Information You Need
          1. Using Online Help
            1. Template Help
            2. Dialog Box Help
          2. Sources of Other Information
            1. Information for Network Professionals
            2. Information for Visio Developers
        6. Opening Visio Documents
          1. Opening an Existing Diagram
          2. Opening a Recently Used Diagram
          3. Opening Another Visio File Type
          4. Opening a New Drawing File Without a Template
          5. Opening Stencils
          6. Opening Older Versions of Microsoft Visio Files
          7. Searching for a File to Open
      2. 2. Creating a Diagram
        1. Adding Shapes to a Diagram
          1. Identifying Parts of a Shape
            1. Using 1-D and 2-D Shapes
            2. Control Handles
          2. Connecting Shapes as You Add Them
          3. Finding the Shape You Want
        2. Laying Out Shapes on the Page
          1. Moving Shapes
            1. Selecting Multiple Shapes
            2. Using Stacking Order
            3. Flipping and Rotating Shapes
          2. Grouping Shapes
          3. Editing Multiple Shapes at Once
        3. Adding and Editing Pages
          1. Adding, Rearranging, and Removing Pages
          2. Using Background Pages
          3. Resizing Pages
            1. Dragging to Resize a Page
            2. Specifying the Page Size
            3. Rotating Pages
        4. Quickly Formatting Shapes and Diagrams
          1. Formatting with the Formatting Toolbar
          2. Formatting with the Format Commands
          3. Working with Color Schemes
            1. Applying Transparent Colors
          4. Adding Backgrounds and Borders
      3. 3. Connecting Shapes
        1. Adding Connectors to Your Diagrams
          1. Using Connectors and the Connector Tool
            1. Using the Connector Shapes on Stencils
            2. Drawing Connectors with the Connector Tool
            3. Drawing Specific Connectors with the Connector Tool
            4. Changing the Type of Connection
          2. Dragging Connectors from Shapes
          3. Connecting a Series of Shapes All at Once
        2. Laying Out Shapes Automatically
          1. Setting Up Shapes for Automated Layout
          2. Setting Layout Style, Depth, and Routing
          3. Customizing Shape Spacing and Connector Routing
            1. Adjusting Shape Spacing
            2. Adjusting the Connector Path Manually
          4. Displaying Line Jumps on Crossing Connectors
        3. Adding Connection Points to Shapes
          1. Using Different Types of Connection Points
          2. Changing Connection Point Type
          3. Changing the Angle of Connection
        4. Controlling Connections with Glue
      4. 4. Adding Text to Shapes and Diagrams
        1. Adding Text
          1. How Visio Fits Text to Shapes
          2. Using the Text Tool
          3. Understanding Text and Text Blocks
            1. Viewing Text Blocks in the ShapeSheet Window
          4. Understanding Text in Groups
        2. Selecting and Editing Text
          1. Cutting, Copying, and Pasting Text
            1. Copying Text from Other Programs
          2. Deleting Text from a Shape
          3. Adding Text to Lines and Connectors
            1. Repositioning Text on Lines and Connectors
            2. Editing Locked Lines and Connectors
          4. Adding and Editing Text in Groups
          5. Adding Text on a Layer
        3. Creating Tables and Lists
          1. Tabbing to Create Tables and Lists
          2. Using Shapes to Create Tables
            1. Editing Table Shapes
            2. Formatting Table Shapes
          3. Creating Bulleted and Numbered Lists
            1. Creating Lists with Custom Bullet Symbols
            2. Creating Numbered Lists
        4. Formatting Text
          1. Changing the Text Font and Style
          2. Formatting Paragraphs of Text
            1. Changing Paragraph Alignment and Indentation
            2. Changing Text Block Alignment
          3. Formatting Text with Styles
          4. Setting a Default Format for All Text
          5. Changing How Text is Displayed On-Screen
        5. Changing the Position of a Shape’s Text
        6. Finding and Correcting Text
          1. Finding and Replacing Text
          2. Checking Spelling
            1. Creating Your Own Dictionary
            2. Turning Off the Spelling Checker
            3. Automatically Correcting Text as You Type
            4. Adding AutoCorrect Entries
            5. Specifying Exceptions to the AutoCorrect Rules
        7. Using Visio Shapes to Display Text
          1. Annotating Diagrams with Callout Shapes
            1. Displaying Values in a Custom Callout
          2. Adding a Title Block to a Diagram
            1. Tips for Formatting Title Blocks
            2. Creating a Custom Title Block for a Technical Drawing
            3. Saving a Customized Title Block
        8. Adding Text to Headers and Footers
        9. Creating Text Fields to Display Information
          1. Inserting a Field into Text
          2. Editing Fields
      5. 5. Using Visio Diagrams on the Web
        1. Visio and the Web
        2. Linking Visio Shapes and Pages
          1. Linking to Another Shape, Page, Document, or Web Site
            1. Linking to a Web Site
            2. Linking to a File
            3. Linking to a Page or Shape
          2. Using a Relative Path
          3. Adding a Hyperlink Navigation Shape
          4. Modifying or Deleting a Hyperlink
          5. Copying Hyperlinks
        3. Exporting Visio Diagrams for Use on the Web
          1. Files Created by the Save As Web Page Command
          2. Creating Web Pages from Visio Diagrams
            1. Displaying Shape Data in a Frame
            2. Viewing Multiple Hyperlinks in a Shape
          3. Embedding a Visio Drawing into an Existing Web Page
          4. Using a Visio Diagram as a Web Graphic
      6. 6. Storing Data in Diagrams
        1. Working with Shapes, Data, and Custom Properties
          1. Using Shapes with Custom Properties
          2. Creating Properties in Master Shapes
          3. Customizing the Custom Properties Window
          4. Displaying Properties for One Shape
          5. Accessing Custom Properties Through the ShapeSheet
        2. Entering Data in Shapes
        3. Defining Custom Properties
          1. Defining Custom Properties for Individual Shapes
          2. Defining Custom Properties for Master Shapes
        4. Using Custom Property Sets
          1. Defining a Set of Custom Properties
            1. Defining a New Set Based on Existing Custom Properties
            2. Defining a New Set and Its Properties
          2. Editing Custom Property Sets
          3. Applying a Custom Property Set to Shapes
          4. Applying Custom Property Sets to Master Shapes on a Custom Stencil
          5. Deleting Custom Properties
        5. Creating Reports
          1. Running a Report
          2. Defining a Custom Report
          3. Selecting Report Contents
          4. Formatting a Custom Report
            1. Performing Calculations on Report Contents
            2. Sorting Report Contents
            3. Specifying Numeric Precision for Values
          5. Saving a Report Definition
      7. 7. Using Visio Diagrams with Other Programs
        1. Working with OLE
        2. Linking a Diagram to a Microsoft Office Document
          1. Editing a Linked Diagram
          2. Updating a Linked Diagram
        3. Embedding a Diagram in a Microsoft Office Document
          1. Embedding an Entire Visio Diagram
          2. Using Visio Shapes in Other Programs
          3. Creating a Visio Diagram Within Another Application
          4. Editing an Embedded Diagram
          5. Sizing an Embedded Visio Diagram
          6. Pasting Without Embedding
        4. Exporting Shapes and Diagrams
          1. Exporting a Shape as a Graphic
          2. Exporting a Diagram in PDF Format
        5. Importing Information from Other Programs
          1. Embedding and Linking Microsoft Office Documents in Visio
          2. Importing Graphics
            1. Using Filter Options When Importing
            2. Editing Imported Graphics
            3. Inserting Pictures from a Scanner or Digital Camera
          3. Other Methods for Using Data from Other Applications in Visio
      8. 8. Saving and Printing Your Work
        1. Saving a Diagram
          1. Document Workspaces
          2. Including File Properties with a Diagram
          3. Changing Where Diagrams Are Saved
          4. Saving to a Document Management System
        2. Protecting a Visio Document
          1. Saving Read-Only Diagrams
          2. Locking a Diagram Against Changes
        3. Sending Diagrams in E-Mail
          1. Routing Documents
          2. Sending Diagrams to Microsoft Exchange
        4. Printing Diagrams of Any Size
          1. Printing Tiled Drawings and Diagrams
            1. Controlling How Tiled Pages Break
            2. Reducing a Tiled Diagram to Fit the Page
            3. Fitting a Tiled Diagram on a Specified Number of Pages
          2. Centering a Diagram Before Printing
          3. Printing Multiple-Page Drawings
          4. Printing Selected Shapes or Pages
            1. Printing Selected Shapes
            2. Setting Shapes to Not Print
            3. Printing Foreground and Background Pages
          5. Printing a Diagram to a File
        5. Previewing Before You Print
          1. Using the Print Preview Window
          2. Previewing with the Print Setup Command
    8. 2. Inside Business Diagrams
      1. 9. Creating Flowcharts
        1. Understanding Flowcharts in Visio
          1. Choosing a Flowchart Template
          2. Additional Flowcharts and Process Diagrams in Visio Professional
        2. Creating a Basic Flowchart
          1. Starting a New Flowchart
            1. Aligning Flowchart Shapes
            2. Adding and Removing Flowchart Shapes
          2. Numbering Flowchart Shapes Automatically
            1. Numbering Shapes in a Specific Order
        3. Creating a Cross-Functional Flowchart
          1. Adding Functional Bands
          2. Editing and Reordering Functional Bands
          3. Moving Shapes to a New Band
          4. Adding a Separator to a Flowchart
        4. Showing Cause and Effect
          1. Creating a Fishbone Diagram
          2. Editing Text
          3. Moving Cause and Effect Shapes
        5. Creating Multiple-Page Flowcharts
          1. Continuing a Flowchart on Another Page
          2. Enlarging a Page to Fit a Large Flowchart
        6. Formatting a Flowchart Quickly
      2. 10. Visualizing an Organization
        1. Understanding Organization Charts in Visio
          1. Using the Organization Chart Tools
          2. Converting Earlier Visio Organization Charts
        2. Creating an Organization Chart Manually
        3. Importing Organizational Data to Create a Chart
          1. Importing Data from an Existing File
            1. Step 1: Identify the Data Source
            2. Step 2: Map Data to the Organization Chart
            3. Step 3: Specify the Information to Display
            4. Step 4: Specify Custom Property Fields
            5. Step 5: Choose Layout Options for Large Organization Charts
            6. Step 6: Choose Where to Break Pages
          2. Importing Data from a New File You Create
        4. Working with an Organization Chart
        5. Working with Multiple-Page Organization Charts
        6. Comparing Charts and Creating Reports
          1. Comparing and Updating Versions of an Organization Chart
            1. Updating an Organization Chart
          2. Creating Reports About an Organization
        7. Formatting an Organization Chart
      3. 11. Displaying Relationships and Processes in Block Diagrams
        1. Choosing a Block Diagram
          1. Using the Block Diagram Templates
          2. Starting a Block Diagram
        2. Showing Hierarchies with Block Diagram Shapes
          1. Creating Block Diagrams
          2. Modifying Block Diagram Shapes
          3. Creating Tree Diagrams
            1. Starting a New Tree Diagram
            2. Modifying Tree Diagram Shapes
        3. Showing Relationships in an Onion Diagram
          1. Creating Onion Diagrams
          2. Revising Shapes in an Onion Diagram
          3. Dividing a Layer into Sections
        4. Showing Concepts with 3-D Block Diagrams
          1. Creating 3-D Block Diagrams
          2. Changing the Diagram’s Perspective
          3. Hiding the Vanishing Point
          4. Adjusting the Shadow Color
      4. 12. Tracking Projects and Schedules
        1. Project Scheduling in Visio
          1. Using Visio with Microsoft Project
        2. Creating a Project Timeline
          1. Creating a Timeline from Scratch
          2. Showing Project Milestones
          3. Adding an Interval to a Timeline
          4. Creating a Vertical Timeline
          5. Expanded Timeline
          6. Creating a Gantt Chart from a Timeline
        3. Creating Monthly and Yearly Calendars
          1. Creating a Monthly Calendar
          2. Creating a Yearly Calendar
          3. Modifying the Look of Your Calendar
            1. Importing Data from Microsoft Outlook
        4. Viewing Projects with PERT Charts
        5. Scheduling Projects with Gantt Charts
          1. Creating a Gantt Chart
          2. Adding Task Names and Dates
            1. Editing Tasks
            2. Adding Subtasks
            3. Adding Task Bar Labels
          3. Linking Tasks to Show Dependencies
          4. Customizing Columns in a Gantt Chart
          5. Exporting a Visio Gantt Chart to Use in Project
        6. Importing Scheduling Information
      5. 13. Adding Impact to Microsoft PowerPoint Presentations
        1. Using Visio Shapes and Diagrams in Presentations
          1. Methods for Adding Shapes and Diagrams to Slides
        2. Formatting Visio Diagrams for PowerPoint Slides
          1. Formatting Visio Text for Slides
            1. Quickly Copying Text Formats
            2. Using Styles to Format Text
          2. Adjusting Visio Text Colors for PowerPoint
          3. Applying PowerPoint Colors to a Visio Diagram
        3. Pasting and Embedding a Diagram on a Slide
          1. Embedding Shapes or Diagrams on a Slide
          2. Editing an Embedded Diagram in Place
          3. Linking and Embedding Multiple-Page Diagrams
        4. Linking Visio and PowerPoint
          1. Linking a Diagram to a Slide
          2. Editing and Updating Linked Diagrams
          3. Repairing Links When Files Are Moved or Renamed
          4. Converting Linked Diagrams to Pictures
        5. Animating and Building Visio Diagrams in PowerPoint
          1. Creating Diagrams for PowerPoint Animation
          2. Showing Visio Diagrams Sequentially in Slides
        6. Delivering a Slide Show in Visio
    9. 3. Inside Network Diagrams
      1. 14. Creating Network Diagrams
        1. Starting a Network Diagram
          1. Choosing a Network Template
            1. Visio Standard Network Tools
            2. Visio Professional Network Tools
          2. Setting Up a New Network Diagram
        2. Defining Network Topology
          1. Attaching Nodes and Devices
          2. Drawing Network Connections
          3. Using Layers to Represent Different Networks
            1. Assigning a Network Shape to a Layer
            2. Viewing Shapes by Layer
          4. Numbering the Shapes in a Network Diagram
        3. Customizing Network Shapes
          1. Editing Label Text
          2. Repositioning Labels
          3. Adding a Background Behind Text
          4. Editing Network Equipment Shapes
          5. Editing Network Cables and Connectors
        4. Creating Multiple-Page Network Diagrams
          1. Resizing the Page to Fit a Large Network Diagram
          2. Adding Hyperlinks to Multiple-Page Diagrams
        5. Tracking and Reporting on Network Equipment
          1. Associating Serial Numbers and Other Data with Network Shapes
          2. Generating Reports from Network Data
        6. Creating a Directory Diagram
          1. Starting a Directory Diagram
          2. Using Shapes to Add Objects and Classes
      2. 15. Planning and Mapping Web Sites
        1. Understanding the Web Site Map Template
          1. Viewing a Site Map
          2. Collapsing and Expanding Site Maps
          3. Viewing a Web Site Model
          4. Determining What is Mapped
        2. Creating a Site Map
          1. Adding a Site Map to Another Diagram
          2. Choosing a Web Site to Map
        3. Changing Site Mapping Settings
          1. Choosing a Layout for a Site Map
          2. Choosing File Types to Map
          3. Including Link Protocols
          4. Specifying HTML Attributes
          5. Narrowing the Scope of Site Mapping
          6. Specifying a Password and Security Options for a Site
        4. Customizing Web Site Shapes
          1. Adding Shapes to a Web Site Map
          2. Adding Web Site Shapes to the Model
          3. Locating a Shape in a Site Map
        5. Modifying Web Site Maps
          1. Viewing One Page and Its Links
          2. Formatting a Site Map Across Multiple Pages
        6. Troubleshooting Web Sites
          1. Reporting on a Site’s Problems
          2. Comparing Versions of a Site
          3. Conceptual Web Sites
    10. 4. Inside Scaled Drawings
      1. 16. Measuring and Dimensioning with Precision
        1. Setting Up Measurements in a Diagram
          1. Working with a Drawing Scale
            1. Setting a Page’s Drawing Scale
            2. Displaying the Drawing Scale
            3. Using Shapes in Scaled Drawings
          2. Choosing the Units of Measure for the Drawing
          3. Setting Default Units for the Drawing File
          4. Customizing the Rulers
            1. Setting Ruler Subdivisions
            2. Changing the Zero Point
            3. Snapping Shapes to Ruler Subdivisions
          5. Controlling Grid Spacing and Origin
            1. Changing Variable Grid Spacing
            2. Setting a Fixed Grid
            3. Setting the Grid Origin
        2. Positioning Shapes Precisely
          1. Snapping Shapes for Automatic Alignment
          2. Using the Dynamic Grid to Center Shapes
          3. Entering Coordinates for Shape Position
            1. Displaying 1-D Shapes in the Size & Position Window
            2. Entering Values to Move Shapes
          4. Moving Shapes with the Move Shapes Add-In
        3. Aligning and Moving Shapes with Guides
          1. Creating Nonlinear Guide Shapes
            1. Disabling a Guide Shape’s Selection Handles
          2. Moving and Rotating Guides
            1. Hiding Guides
            2. Using the ShapeSheet to Move Guides
          3. Moving Shapes and Guides Together
            1. Spacing Shapes on a Guide
            2. Distributing Shapes on a Guide
          4. Setting a Reference with Guide Points
          5. Moving a Guide Point
          6. Printing Guides
        4. Aligning Shapes to Each Other
          1. Adjusting Shape Alignment
          2. Using the Align Shapes Command
          3. Adjusting Shape Distribution
        5. Calculating and Displaying Dimensions
          1. Using Dimension Lines to Show Size
            1. Adding a Dimension Line
          2. Controlling the Way Dimensions Are Displayed
        6. Displaying Custom Measurements
          1. Displaying Width, Height, or Angle on Shapes
          2. Calculating Perimeter and Area
            1. Measuring Multiple Shapes
            2. Measuring Area with Empty Space
        7. Controlling Shapes with Layers
          1. About Layers
          2. Using Shapes with Preassigned Layers
          3. Viewing Layers in a Diagram in the Drawing Explorer
          4. Creating Layers in a Diagram
          5. Assigning Shapes to Layers
            1. Assigning Visio Masters to Different Layers
            2. Assigning Groups to Layers
            3. Working with Active Layers
          6. Using Layers to Protect, Hide, and Organize Shapes
          7. Using Layers in Multiple-Page Diagrams
      2. 17. Using CAD Drawings in Visio
        1. How Visio Works with CAD Programs
          1. Using Visio for CAD Users
            1. Model Space Versus the Drawing Page
            2. World Coordinates Versus Drawing Units
          2. Visio Equivalents for CAD Commands
          3. Drawings with Externally Referenced or Image Files
        2. Importing CAD Drawings in Visio
          1. Importing Layers and Levels
          2. Importing a CAD File
          3. Snapping to Objects in the CAD Drawing
          4. Locking and Unlocking a CAD Drawing
        3. Modifying Inserted CAD Drawings
          1. Positioning an Imported CAD Drawing
          2. Sizing an Imported CAD Drawing
          3. Changing the Scale of an Imported CAD Drawing
            1. Changing the Drawing Scale
            2. Adjusting the Page Size
        4. Converting CAD Drawings into Visio Format
          1. Converting an Imported CAD Drawing
            1. Step 1: Select the Layers to Convert
            2. Step 2: Hiding or Deleting CAD Layers
            3. Step 3: Converting Dimensions and Hatch Patterns
          2. Converting Multiple CAD Drawings
          3. Customizing the CAD Conversion Process
          4. Converting Symbol Libraries into Stencils
          5. Adjusting How Converted Shapes Overlap
        5. Converting Visio Diagrams into CAD Format
      3. 18. Laying Out Floor and Site Plans
        1. Starting with a Basic Floor Plan
          1. Starting with the Office Layout Template
          2. Starting a Building Shell in Visio Professional
          3. Moving a Building Shell to the Background
        2. Starting from an Existing Floor Plan
          1. Using a Floor Plan from a CAD Drawing
          2. Copying an Existing Visio Floor Plan
          3. Opening a Floor Plan Created in Visio 2000
        3. Using Space Shapes to Start a Floor Plan
          1. Designing Space in a Building Plan
            1. Using Space Shapes
            2. Creating Space with the Drawing Tools
          2. Customizing Space Shapes
          3. Converting Space Shapes into Walls
        4. Adding Interior Walls and Cubicles
          1. Designing Space with Room Shapes
          2. Adding Interior Walls
          3. Customizing the Appearance of Wall Shapes
          4. Creating a Ceiling Grid
        5. Adding Doors, Windows, and Openings
          1. Choosing Doors and Windows Defaults
          2. Creating a Door and Window Schedule
        6. Adding Building Services
          1. Adding HVAC Services to a Plan
            1. Inserting Control Logic Schematics
            2. Labeling HVAC Shapes
            3. Adding Ductwork
            4. HVAC Shapes and Layers
          2. Drawing the Plumbing Layout
            1. Adding Plumbing Equipment
            2. Using Layers with Piping Shapes
          3. Adding Electrical and Telecommunication Services
            1. Configuring Electrical and Telecommunication Shapes
            2. Connecting and Positioning Electrical Shapes
          4. Adding Security Systems
            1. Adding Security System Shapes
            2. Configuring Security System Shapes
        7. Creating Site and Landscaping Plans
          1. Adding Landscaping Details
          2. Adding Roads to a Site Plan
          3. Adding Recreation Equipment to a Site Plan
        8. Adding Dimensions to Floor and Site Plans
    11. 5. Inside Database and Software Diagrams
      1. 19. Diagramming and Documenting Databases
        1. Modeling Relational and Object-Relational Databases
          1. Starting a New Database Model Diagram
          2. Viewing Tables and Other Model Elements
            1. Getting Feedback from the Output Window
            2. Viewing Database Code
          3. Setting Modeling Preferences
        2. Reverse Engineering an Existing Database
          1. Setting Up a Data Source
          2. Step 1: Connecting to a Data Source
          3. Step 2: Extracting Database Objects
          4. Step 3: Selecting Tables and Views
          5. Step 4: Creating a Diagram
          6. Step 5: Finishing the Wizard
          7. Updating a Database Model Diagram
        3. Modifying a Database Model
          1. Adding and Editing Tables and Columns
            1. Adding Columns to a Table
            2. Categorizing Subtypes of Tables
          2. Specifying Data Types
            1. Setting a Column’s Data Type
            2. Creating User-Defined Data Types
          3. Specifying Relationships and Cardinality
            1. Displaying Role Text on Relationships
            2. Displaying Referential Integrity and Cardinality
          4. Defining an Index
      2. 20. Diagramming Software Systems
        1. Deciding Which Software Solution to Use
          1. Using the Data Flow Model Diagram Template
        2. Modeling Software Systems Using UML
          1. Using the Model Explorer
            1. Defining Packages
            2. Adding and Deleting Elements
          2. Customizing UML Shapes
        3. Creating a New UML Model
          1. Creating a Use Case Diagram
          2. Creating a Static Structure Diagram
          3. Creating a Sequence Diagram
          4. Creating an Activity Diagram
          5. Creating a Statechart Diagram
          6. Creating a Collaboration Diagram
          7. Creating a Component Diagram
          8. Creating a Deployment Diagram
        4. Defining Common Model Properties
        5. Reverse Engineering Source Code
          1. Reverse Engineering Visual C++ 6 Source Code
          2. Reverse Engineering Visual Basic 6 Source Code
    12. 6. Inside the Visio Platform
      1. 21. Customizing Shapes and Solutions
        1. Mastering Visio Documents
          1. Opening Drawing (.vsd) Files
          2. Opening Files That Contain Macros
          3. Opening Stencil (.vss) Files
            1. Saving and Opening Read-Only Stencils
          4. Opening Template (.vst) Files
        2. Visio and XML File Formats
          1. Opening XML Files
          2. Making XML the Default File Format
        3. Understanding Shapes and Masters
          1. Saving Customized Shapes as Masters
          2. Editing Masters
          3. Designing and Displaying Master Icons
            1. Creating Master Icons
            2. Displaying Master Icons on a Stencil
          4. Creating a New Stencil
            1. Adding Shapes to a New Stencil
            2. Saving Changes to a New Stencil
          5. Saving a Document Stencil as a New Stencil
        4. Customizing Templates
          1. Adding Stencils to a Template
          2. Creating Templates for Scaled Drawings
        5. Protecting File Settings
        6. Programming Solutions with VBA
          1. About Writing Add-Ins
          2. Getting More Information
      2. 22. Drawing and Editing to Create New Shapes
        1. Understanding Shape Geometry
          1. Using the Drawing Tools
          2. Editing Shapes with the Pencil Tool
        2. Identifying Shape Behavior
          1. Understanding 1-D Shape Behavior
          2. Understanding 2-D Shape Behavior
          3. Converting 2-D Shapes to 1-D Shapes
          4. Understanding Closed and Open Shapes
          5. Drawing Closed Shapes
        3. Drawing Lines
          1. Converting Arcs to Lines
          2. Creating Infinite Lines
          3. Drawing Angled Lines
          4. Drawing Tangent Lines on Curves
          5. Drawing Accurate Geometry with Shape Extension Lines
            1. Displaying Shape Extension Lines
            2. Displaying and Controlling Isometric Alignment Tools
        4. Drawing Curves
          1. Drawing Circular and Elliptical Arcs
          2. Drawing Freeform Curves or Splines
            1. Adjusting the Freeform Tool
            2. Fitting a Curve to Specific Points
        5. Merging Shapes to Create New Ones
          1. Merging 2-D Shapes with Shape Operations
            1. How the Combine Command Works
            2. How the Fragment Command Works
            3. How the Intersect Command Works
            4. How Subtract Works
            5. How the Union Command Works
          2. Creating and Offsetting Lines with Shape Operations
            1. How the Join Command Works
            2. How the Offset Command Works
            3. How the Trim Command Works
        6. Working with Groups
          1. Identifying Groups
          2. Editing Shapes in a Group
            1. Subselecting Shapes in Locked Groups
            2. Editing Locked Groups
            3. Editing Locked Shapes in a Group
            4. Editing in the Group Window
          3. Repairing a Group’s Alignment Box
          4. Controlling Shape Behavior in Groups
            1. Controlling How Shapes Are Sized in Groups
            2. Controlling How Shapes Are Added to Groups
            3. Controlling How Shapes and Groups Are Selected
            4. Controlling Group Text and Display
            5. Controlling Glue in Groups
      3. 23. Defining Styles, Patterns, and Colors
        1. Understanding Text, Line, and Fill Styles
          1. Applying Styles from the Style Lists
          2. Formatting Versus Applying Styles
          3. Comparing Color Schemes and Styles
          4. Overriding and Protecting Shape Formats
          5. Restoring the Factory Default Shape Formats
          6. Formatting Locked Shapes
            1. Removing Style Locks
            2. Formatting Guarded Shapes
        2. Creating and Editing Styles
          1. Creating a New Text, Line, or Fill Style
            1. Basing a New Style on a Shape
            2. Defining a New Style from Scratch
          2. Editing Existing Styles
          3. Deleting a Style
          4. Copying Styles and Color Schemes to Other Diagrams
        3. Setting Default Styles for Drawing
        4. Creating Your Own Line and Fill Patterns
          1. Understanding Pattern Philosophy
            1. Methods of Creating a Pattern
          2. Designing a Pattern Shape
            1. Adjusting the Pin
            2. Adjusting the Alignment Box
          3. Designing and Creating a Fill Pattern
            1. How Fill Patterns Are Applied
            2. Designing a Fill Pattern for Scaled Drawings
            3. Designing Solid vs. Transparent Fills
            4. Creating Fill Patterns
          4. Creating a Line Pattern
            1. How Line Patterns Are Applied
            2. Designing Line Patterns for Scaled Drawings
            3. Creating Line Patterns
          5. Creating a Line End Pattern
            1. How Line End Patterns Are Applied
            2. Designing Line End Patterns for Scaled Drawings
            3. Creating Line End Patterns
            4. Applying Line End Patterns
        5. Working with Color in Visio
          1. How Visio Applies Color to Shapes
          2. Editing the Color Palette
          3. Changing or Restoring the Color Palette
      4. 24. Connecting Diagrams and Databases
        1. About Visio and Databases
          1. Understanding Shape–Database Connections
          2. Exporting and Linking ShapeSheet Information
        2. Connecting to an ODBC Data Source
        3. Exporting Shape Properties to a Database
          1. Mapping Shape Properties to an Existing Database
            1. Changing How Property Values Are Exported
            2. Changing How Properties Are Mapped
        4. Linking Shapes and Databases
          1. Linking Limitations
          2. Using the Link To Database Command
          3. Linking Master Shapes
          4. Adding Shortcut Commands to Linked Shapes
          5. Linking to a New Table
          6. Understanding How a Visio Link Works
        5. Managing Linked Shapes
          1. Adding Commands to Update All Shapes at Once
          2. Updating Shapes Automatically
      5. 25. Making Shapes Smart
        1. Using the ShapeSheet Window
          1. Viewing ShapeSheet Sections
          2. Touring the ShapeSheet Sections
        2. Writing ShapeSheet Formulas
          1. Contents of a Formula
          2. Creating and Editing Formulas
          3. Creating a Cell Reference in a Formula
          4. Entering Functions
          5. Protecting Shape Formulas
        3. Exploring Shape Geometry
        4. Defining Double-Click Actions for Shapes
        5. Adding Shortcut Commands to Shapes
          1. Adding a Predefined Action
          2. Adding a Smart Tag to Your Shape
          3. Adding a Visio Command
    13. 7. Inside Technical Diagrams
      1. 26. Managing Facilities with Space Plans
        1. About Space Plans
          1. Using the Explorer Window
          2. Understanding Shape Categories
          3. Understanding Unplaced Data
        2. Displaying a Floor Plan in a Space Plan
          1. Starting a Space Plan from Scratch
          2. Using a CAD Drawing
          3. Using an Existing Visio Drawing
          4. Importing a Graphic to Use as a Floor Plan
        3. Defining Spaces in a Floor Plan
          1. Adding Space to a Floor Plan by Importing Information
          2. Using Shapes to Add Spaces to a Floor Plan
          3. Defining Boundaries Around Areas
        4. Using the Import Data Wizard
          1. Starting the Import Data Wizard
            1. Preparing to Use a Database
            2. Step 1: Selecting Where You Want Your Data to Be Placed
            3. Step 2: Attaching to a Database
            4. Step 3: Identifying the Name and Location Information
            5. Step 4: Finishing Up
          2. Refreshing the Data
        5. Using the Space Plan Startup Wizard
        6. Adding and Associating Resources
          1. Assigning a Category to a Shape
          2. Associating Spaces, Assets, and People
        7. Formatting the Data in Your Space Plan
          1. Color-Coding Shapes
            1. Editing a Legend
            2. Saving a Legend Shape
          2. Displaying Labels on Shapes
        8. Finding and Moving People and Resources
          1. Finding People and Assets in a Floor Plan
          2. Moving People and Assets
        9. Saving Space Plans on the Web
        10. Creating Space and Asset Reports
          1. Editing Space and Asset Reports
          2. Creating Reports in Different Formats
      2. 27. Diagramming for Mechanical, Electrical, and Process Engineering
        1. Engineering Solutions in Visio Professional
        2. Creating Mechanical Engineering Drawings
          1. Using the Part and Assembly Drawing Template
          2. Using Springs and Fasteners
          3. Drawing with the Drawing Tool Shapes
          4. Using the Fluid Power Template
          5. Connecting a Fluid Power Diagram
          6. Using Fluid Power Shapes
        3. Creating Electrical Schematics
          1. Connecting Electrical and Electronic Shapes
          2. Labeling Components
        4. Using the Process Engineering Template
          1. Using a Diagram as a System Model
          2. Starting a New Process Engineering Model
          3. Converting Visio 2000 Diagrams to This Version
        5. Creating P&IDs and PFDs
          1. Working with Pipelines
            1. Showing Pipeline Connections
            2. Changing Pipeline Appearance and Behavior
          2. Associating Shapes with Components in the Component Explorer
            1. Using Multiple Shapes to Represent a Component
        6. Adding Data to Components
          1. Adding Component Data
          2. Editing Custom Properties
        7. Labeling, Tagging, and Numbering Components
          1. Labeling Shapes with Component Data
          2. Tagging Components
            1. Defining Component Tags
          3. Renumbering Components
        8. Creating Pipeline, Valve, and Other Reports
          1. Generating Component Lists
          2. Customizing Process Engineering Reports
        9. Converting Shapes and CAD Symbols into Components
    14. 8. Appendixes
      1. A. Installing Visio 2003
        1. Installation Features
        2. Installing Visio 2003
          1. Step 1: Start Setup
          2. Step 2: Choosing Your Installation Type
          3. Step 3: Installing with a Previous Version of Visio
          4. Step 4: Installing Visio
        3. Activating a New Installation of Visio
          1. Failing to Activate Visio
          2. Activating Visio on Terminal Server
        4. Running the Setup Program to Maintain Visio
      2. B. Template and Stencil Reference
        1. Templates and Stencils in Visio Standard
        2. Templates and Stencils in Visio Professional
      3. C. Index to Troubleshooting Topics
      4. D. About the Author
    15. Index
    16. SPECIAL OFFER: Upgrade this ebook with O’Reilly