Session 13: Importing Visio Models

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You can import Microsoft Visio diagrams into Business Process and Conceptual models. When you import a Visio model, the wizard walks you through the creation of a model and associated diagrams. A diagram is created for each page in the Visio model. A mapping table lists the Visio objects and the corresponding ER/Studio Business Architect objects. You can also create and save user-defined mappings.

Notepad blue icon 2.pngNote: You must have the Visio application installed on your computer to import a model.

  1. From the main menu select File > Import > Microsoft Visio Model... to open the Microsoft Visio Import Wizard.
  2. Browse to the folder where your existing Visio models are stored and select the model you want to import. For this part of the Evaluation Guide, browse to …\ERStudio Business Architect X.X.X\samples\Visio Models\ and select the CreditApplicationProcess.vsd. Click Open to accept your selection.
    Note: Make sure that the diagram you are importing is closed in Visio.
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  3. Select Business Process as your model type, and then click Next to advance to the Model and Diagram Details page.
  4. You can rename the model in the Model Name text box. We will leave the default name, which is Visio’s file name of “CreditApplicationProcess”.
  5. You can create the model in the opened workspace, project, or model. In the hierarchy, click on the node Shipping Process Model.
  6. In the Diagram Options section, a diagram is created for each page of the Visio model. The Page name that appears is based on the page name in Visio. In this example there are two pages: Customer Loan Application Process and Lender Loan Application Process. You can edit the default names.
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  7. When you click Next, the Mapping Visio Objects to ER/Studio BA Objects panel opens. The table lists the Visio object types and their corresponding ER/Studio Business Architect object type.
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Proceed to Session 14: Importing Comma Separated Value (CSV) Files