Session 9: Importing Visio Models

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You can import Visio diagrams into Business Process 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 EA/Studio objects.

Note: 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. Click Open to accept your selection and close the Browse dialog. A sample Visio diagram is in x:\Program Files\IDERA\EAStudio\samples\Visio Models\CreditApplicationProcess.vsd.

Note: Make sure that the diagram you are importing is closed in Visio.

3 Click Next to advance to the Model and Diagram Details dialog.

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 where you want the model placed. For this example select the “Shipping Process Model” node.

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 name.

7 When you click Next the Mapping Visio Objects to EA/Studio Objects opens. The table lists the Visio object types and their corresponding EA/Studio object type.

8 If a Visio object is not mapped to an EA/Studio object, it will not be included in the Mapping dialog and will not be imported.

Note: When importing Visio models into EA/Studio, if you use the default settings for element size, that same sizing is used in EA/Studio. If an element is resized in Visio, that resizing is carried over to EA/Studio.

9 Click Finish and all the imported diagram opens in the Diagram View area. In the Model View tree, the imported diagrams are listed with all associated elements listed as a subnode.

Session 9 Conclusion

In this session, you have learned how to import a Visio file into EA/Studio.

Session 10 walks you through the steps to import a Comma Separated Value (CSV) file.