March 29, 2013

Create and Configure Visio Graphics Services

Visio Graphics Service Overview

The Visio Graphics Service is a Microsoft SharePoint Server 2010 service application that allows users to share and view Visio web drawings using Visio Services. Visio Graphics Services allows Visio Web drawings published in VDW format to be shared with other users who may not have Visio 2010 installed on their computers. VDW formats can be created only by Visio Professional 2010 or Visio Premium 2010. Standard Visio drawings (VSD files) are not rendered by Visio Services and require Visio to be viewed.
Microsoft Visio 2010 situates diagramming to an advance level with dynamic, data-driven visualization tools, and advanced Web sharing capability. It composes data from various sources, including Microsoft SharePoint Foundation Services list, Microsoft Office Excel workbook, Microsoft Office Access database, Microsoft SQL Server database, and other OLEDB or ODBC data source and presents it using vibrant graphics design. It facilitates SharePoint workflows creation and publication for instantaneous implementation.
The Visio Graphics Service is a SharePoint Server 2010 service application that enables dynamic viewing, refreshing, and sharing of data-driven Microsoft Visio 2010 diagrams through Visio Web Access Web part, Web part Connections, and Visio Services Mash-up API. This piece will provide high-level steps in consuming this service application.

Start a Visio Graphics Service

To start a Visio Graphics Service by using Central Administration
  • Verify that you have the following administrative credentials:
    • To start a Visio Graphics Service, You must be a member of the Farm Administrators group.
  • On the Central Administration Home page, in the System Settings section, click on the Manage services on server.
  • If Visio Graphics Service is shown Stopped then click on the Start.
  • After clicking on the Start, Visio Graphics Service status is shown Started

Create a Visio Graphics Service

To create a Visio Graphics Service by using Central Administration
  • Verify that you have the following administrative credentials:
    • To create a Visio Graphics Service, You must be a member of the Farm Administrators group.
  • On the Central Administration Home page, in the Application Management section, click on the Manage service applications.
  • Click on the new ribbon and then click Visio Graphics Service.
  • In the Visio Graphics Service Application Name section, Type a name Ex- "Visio Graphics Service" in the textbox for the new service application.
  • In the Application Pool section, choose an existing Application Pool or Create a New Application pool name Ex- "Visio Graphics Service Apppool" in the textbox.
  • In the Application Pool section, choose a proper Account Ex- spservices from the Configurable dropdown.
  • Choose whether to create a Visio Graphics Service Application Proxy (recommended).
  • Click OK.

List all Visio Graphics Services

To list all the Visio Graphics Service by using Central Administration
  • On the Central Administration Home page, in the Application Management section, click on the Manage service applications.
  • The "Visio Graphics Service" is listed on the Manage Service Applications page

Delete a Visio Graphics Service

To delete a Visio Graphics Service by using Central Administration
  • Verify that you have the following administrative credentials:
    •To delete a service, you must be a member of the farm administrators group.
  • On the Central Administration Home page, in the Application Management section, click on the Manage service applications.
  • Select the Visio Graphics Service that you want to delete.
  • On the ribbon, click Delete.
  • In the confirmation dialog box, check the 'Delete data associated with the Service Applications' checkbox and click OK.

OR

To delete a Visio Graphics Service by using Windows PowerShell
  • Go to the Start menu, click All Programs.
  • Click Microsoft SharePoint 2010 Products.
  • Click SharePoint 2010 Management Shell.
  • From the Windows PowerShell command prompt (that is, PS C:\>), type the following below command and press ENTER:
    Remove-SPServiceApplication
Command: remove-spserviceapplicationpool "Visio Graphics Service Apppool"

Configure Visio Graphics Service global settings

To configure a Visio Graphics Service by using Central Administration
  • Verify that you have the following administrative credentials:
    • To delete a service, you must be a member of the farm administrators group.
  • On the Central Administration Home page, in the Application Management section, click on the Manage service applications.
  • Click the Visio Graphics Service that you want to configure.
  • On the Visio Graphics Service Settings page, configure the following settings:
    • Maximum Diagram Size = 5 MB
    • Minimum Cache Age = 5 Minutes
    • Maximum Cache Age = 60 Minutes
    • Maximum Recalc Duration = 60 Minutes
    • External Data = the target application ID in the registered Secure Store Service that is used to reference Unattended Service Account credentials.
  • Click OK.

Configure Visio Graphics Service trusted data providers

The Visio Graphics Service trusted data providers can be provisioned through Central Administration.

Data Provider ID:

The Data Provider ID is the name of the driver that acts as the data provider. This ID must be the same ID that is used to reference the data provider in a connection string. The driver for the data provider must be installed on every application server that is running the Visio Graphics Service. Once you have installed the driver on your application servers, you can add it as a trusted data provider in Visio Services in Microsoft SharePoint Server 2010.

Data Provider Type:

When adding a new trusted data provider, the data provider type must be one of the following values:
Number Type
1 OLE DB
2 SQL
3 ODBC
4 ODBC with DSN
5 SharePoint Lists
6 Custom Data Provider
Data Provider Description:
The data provider description is a friendly name that appears in the Trusted Data Providers section of the Manage the Visio Graphics Service page in SharePoint Central Administration.

Creating, editing, and deleting trusted data providers

To create a Visio Graphics Service trusted data provider by using Central Administration
  • Verify that you have the following administrative credentials:
    •To create a trusted data provider, you must be a member of the farm administrators group.
  • On the Central Administration Home page, in the Application Management section, click on the Manage service applications.
  • Click the Visio Graphics Service where you want to create the trusted data provider.
  • Click Trusted Data Providers.
  • Click Add a new Trusted Data Provider.
  • Enter values for the following parameters:
    Parameter Description
    Trusted Data Provider ID The Trusted Data Provider ID
    Trusted Data Provider Type The Data Provider type
    Trusted Data Provider Type Description Description of the Trusted Data Provider type
  • Click OK.

To edit a Visio Graphics Service trusted data provider by using Central Administration

  • Verify that you have the following administrative credentials:
    • To edit a trusted data provider, you must be a member of the farm administrators group.
  • On the Central Administration Home page, in the Application Management section, click on the Manage service applications.
  • Click the Visio Graphics Service where you want to edit the trusted data provider.
  • Click Trusted Data Providers
  • Select the data provider that you want to edit, and from the drop-down menu select Edit Trusted Data Provider.
  • Edit the settings that you want, and then click OK.

To delete a Visio Graphics Service trusted data provider by using Central Administration

  • Verify that you have the following administrative credentials:
    • To delete a trusted data provider, you must be a member of the farm administrators group.
  • On the Central Administration Home page, in the Application Management section, click on the Manage service applications.
  • Click the Visio Graphics Service where you want to delete the trusted data provider.
  • Click Trusted Data Providers.
  • Select the data provider that you want to delete, and from the drop-down menu select Delete Trusted Data Provider.

If you have any questions you can reach out our SharePoint Consulting team here.

Create and Configure Word Automation Service

Word Automation Services Overview

Word Automation Services is a new service application in SharePoint Server 2010. Word Automation Services provides unattended, server-side conversion of documents into formats that are supported by the Microsoft Word client application.
In simplest terms, Word Automation Services takes the "Save As…" functionality of the Word client application and replicates it for the server.

Specifically, Word Automation Services provides the following capabilities:

Opens documents that Word can open, including
  • Open XML File Format documents (.docx, .docm, .dotx, .dotm)
  • Word 97-2003 documents (.doc, .dot)
  • Rich Text Format files (.rtf)
  • Single File Web Pages (.mht, .mhtml)
  • Word 2003 XML Documents (.xml)
  • Word XML Document (.xml)

Supports all automatic tasks that execute when a document opens, such as:

  • Updating the Table of Contents, the Table of Authorities, and index fields
  • Recalculating all field types
  • XML mapping
  • Setting the compatibility mode of the document to the latest version or to previous versions of Word
Saves documents types that Word can save. This list is identical to the previous list of files that the Word Automation Services can open, but also includes the following types:
  • Portable Document Format (PDF) files
  • XML Paper Specification (XPS) files
With Word Automation Services, tasks that previously required you to run the Word client application can now be automated to run unattended in a more reliable and scalable way.

Start a Word Automation Service

To start a "Word Automation Service" by using Central Administration
  • Verify that you have the following administrative credentials:
    • To start a Word Automation Service, You must be a member of the Farm Administrators group.
  • sOn the Central Administration Home page, in the System Settings section, click on the Manage services on server.
  • If Word Automation Service is shown Stopped then click on the Start.
  • After clicking on the Start, Word Automation Service status is shown Started

Create a Word Automation Service

To create a Word Automation Service by using Central Administration
  • Verify that you have the following administrative credentials:
    • To create a Word Automation Service, You must be a member of the Farm Administrators group.
  • On the Central Administration Home page, in the Application Management section, click on the Manage service applications.
  • Click on the new ribbon and then click Word Automation Services.
  • In the Name section, Type a name Ex- "Word Automation Service" in the textbox for the new service application.
  • In the Application Pool section, choose an existing Application Pool or Create a New Application pool name Ex- "Word Automation Service Apppool" in the textbox.
  • In the Application Pool section, choose a proper Account Ex- spservices from the Configurable dropdown.
  • In the Partitioned Mode section, uncheck the 'Run in partitioned mode' checkbox.
  • In the Add to Default Proxy List section, check 'Add this service application's proxy to the farm's default proxy list' Checkbox.
  • Click Next.
  • In the Database section, Type the name of the database ex- WSS_Content_WordAutomation (that you want to use to store the document queue for this instance), and Type the default Database Server where that database is installed.
  • In the Database Authentication section, choose Windows authentication.
  • Click Finish.

List all Word Automation Services

To list all the Word Automation Services by using Central Administration
  • On the Central Administration Home page, in the Application Management section, click on the Manage service applications.
  • The "Word Automation Services" are listed on the Manage Service Applications page.

Delete a Word Automation Service

To delete a Word Automation Service by using Central Administration
  • Verify that you have the following administrative credentials:
    • To delete a service, you must be a member of the farm administrators group.
  • On the Central Administration Home page, in the Application Management section, click on the Manage service applications.
  • Select the Word Automation Service that you want to delete.
  • On the ribbon, click Delete.
  • In the confirmation dialog box, check the 'Delete data associated with the Service Applications' checkbox and click OK.

OR

To delete a Word Automation Service by using Windows PowerShell
  • .Go to the Start menu, click All Programs
  • Click Microsoft SharePoint 2010 Products
  • Click SharePoint 2010 Management Shell.
  • From the Windows PowerShell command prompt (that is, PS C:\>), type the following below command and press ENTER:
Remove-SPServiceApplication
Command: remove-spserviceapplicationpool "Word Automation Service Apppool"

If you have any questions you can reach out our SharePoint Consulting team here.