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SharePoint 2016 Visio Service Application, Step By Step Guide

Introduction

Vision Service is not new to SharePoint 2016 as we experienced it in 2013, there is no change in it from previous version. This service lets the user to render their Visio diagram in browser without having Visio client installed on their machine. Vision service also allows the rendering of diagram on the Mobile devices.

User can publish Visio diagram directly from their Visio client program into SharePoint 2016. Also Visio service supports the multiple data sources, i.e in your diagram you can connect it to excel sheet or SharePoint list and publish it SharePoint. If there is data refresh Visio service can handle it.

Compatible Visio Versions

As per the technet below mentioned Visio versions are compatible with SharePoint 2016.

  • Visio 2010 Professional
  • Visio 2010 Premium
  • Visio 2013 Professional
  • Visio 2013 Premium
  • Visio 2016 Professional
  • Visio Pro for Office 365

Note: Visio diagrams created in Visio 2010 must be published to a SharePoint site as a Visio Web drawing (*.vdw) file. Standard Visio 2010 diagrams (.vsd files) are not rendered by Visio Services and require Visio 2010 to be viewed.

Support DataSources:

As per the Technet the following data connections are supported.

  • SQL Server 7.0
  • SQL Server 2000
  • SQL Server 2005 (32- & 64-bit)
  • SQL Server 2008 (32- & 64-bit)
  • SQL Server 2008 R2 (32- & 64-bit)
  • SQL Server 2012 (32- & 64-bit)
  • Sheet information that is stored in Excel workbooks (.xlsx files) published from Office Excel 2007, Excel 2010, Excel 2013, or Excel 2016 hosted on the same SharePoint Server 2016 farm
  • SharePoint Server lists that are hosted on the same farm
  • External lists exposed in SharePoint Server through Microsoft Business Connectivity Services.
  • OLE DB or ODBC
  • Custom Data Providers implemented as .NET Framework assemblies

Note: the original data connection must be configured using Visio. Refresh of data through any other mechanism into a Visio diagram is not supported.

Before Start

  • You need an account which is part of Farm Administrator group with local admin rights on server
  • Service Account which will run the App pool of Visio Service
  • Unattend Service Account
  • Secure Store Service is created

Tasks

In this article, we will do the following tasks.

  • Secure Store Service (Please follow the link to Create Secure Store Service).
  • Create Target Application in Secure Store service.
  • Create Visio Service Application
  • Add target Application ID
  • Test
  • Troubleshooting

Create Target Application in SSS

This is important step, we have to create the target application in the Secure Store Service Application.

  1. Please login on the Central admin site with Farm administrator account with local admin.
  2. Click on Application Management
  3. Click on Manager Service Applications Under Service Applications2016-07-31_02h26_40
  4. Click Secure Store Service (KF-SSService).2016-07-31_02h23_13
  5. In the Secure Store Service Page, Click on the New Button from Ribbon2016-07-30_22h38_19
  6. On this page, Please enter the following information.
    1. Name of Application ID: VisioSvc
    2. Display Name: VisioSvc
    3. Email Address: Sharept@krossfarm.com
    4. Target Application Type: Group
    5. Target Application Page Url: Use Default page
    6. Click Ok2016-07-31_01h34_31
  7. On New SS Target Application, Use the Default Values and Click Next.2016-07-30_22h52_56
  8. On Next Page, please enter the following information
    1. Target Application Administrators: Farm Admin
    2. Members: EveryOne
    3. Click OK2016-07-30_22h45_25
    4. You will see the New Target Application ID is successfully created.2016-07-30_22h46_08

Now, Target Application Created and Last But most Important Step is to Set the Credentials.

  1. Right Click on the VisioSvc and DropDown Click on Set Credentials.2016-07-30_22h46_38
  2. On this Page Enter the User Name and password and click OK.2016-07-30_22h52_56

This will complete the task.

Create Visio Service

Now, we will create the Vision Service  via Central admin.

  1. Please login on the Central admin site with Farm administrator account with local admin.
  2. Click on Application Management
  3. Click on Manager Service Applications Under Service Applications2016-07-31_02h26_40
  4. Click on the New (top Left) and drop down select Visio Graphic Service.2016-07-30_23h10_40
  5. On “New Visio Graphics Service Application” page, please provide the following information
    1. Visio Graphics Service Application Name: VisioSvc
    2. Create New Application Pool: KF-VS-AppPool
    3. Select Security Account: Krossfarm\KFSvcApp
    4. Create a Visio Graphics Service Application Proxy: Check the Box2016-07-30_23h11_31
    5. Click Ok
  6. Wait for couple of minutes “this shouldn’t take long”2016-07-30_23h11_44
  7. You will see the Visio Service2016-07-30_23h12_53

Visio Service successfully Created, next we will make sure that Visio Service Instance is running.

Visio Service Instance

Please Make Sure the Visio service instance is started on the Server. To check, please follow the below steps.

  1. Click on System Settings then Manager on Services on Server under the Servers2016-07-23_00h38_30
  2. On Service on Server Page.
  3. Select the Server on which this service Should run (As a recommendation, it should run to Application server).
  4. Now make sure the Visio Service status is started.2016-07-30_23h13_59

Configure the Global Settings

Now, we need to add the Target Application ID in the Visio Services( which we created in the Secure Store service). For this please follow the below steps.

  1. Click on Application Management
  2. Click on Manager Service Applications Under Service Applications
  3. Click on the Visio Service2016-07-30_23h12_53
  4. On this Page Click on the Global Settings2016-07-30_23h15_04
  5. On this Page Enter the Application ID and Click Ok.2016-07-30_23h16_08

This will complete the Creation and Configuration of the Visio Service Application. Next step, we will test it, if we able to open the Visio files in SharePoint.

Reference

 

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