If you are using Visio Services, use the procedures in this section to complete the necessary configuration steps.
If the Unattended Service Account has not already been configured
for Visio Services, follow these steps to configure it.
1.
On the SharePoint Central
Administration home page, under Application Management, click Manage Service Applications.
2.
Click the Visio Services
service application.
3.
Click Global Settings.
4.
In the External Data section,
in the Application
ID text box, type the name of the target application that you
created for the Unattended Service Account.
5.
Click OK.
In order to use Visio Services with Secure Store, you must first
create an ODC file that has a connection string and data query for your
dataset. This ODC file must be created in Excel and exported to a data
connection library where you can then connect to it from Microsoft Visio 2010.
Use the following procedure to create an ODC file in Excel.
1.
In Excel, on the Data tab,
click From
Other Sources, and then click From SQL Server.
2.
On the Connect to Database
Server page:
a.
Type the name of the
instance of SQL Server that you want to connect to in the Server name text
box.
b.
Choose the Use the following User Name and Password option, and then type the user name and password of a SQL Server
account that has access to your data source.
c.
Click Next.
3.
On the Select Database and Table page, select the database and table that you want to connect to,
and then click Next.
4.
On the Save Data Connection
File and Finish page, click Finish.
5.
On the Save Data Connection
File and Finish page, type a name for the data connection file (or keep the
default) in the File Name text box, and then click Finish.
6.
In the Import Data dialog
box, choose one of the PivotTable options, and then click OK.
7.
In the SQL Server Login dialog box, type the password for the Login ID, and
then click OK.
8.
In Excel, on the Data tab,
click Connections.
9.
Select the connection that
you are using and then click Properties.
10. In the Connection
Properties dialog box, click the Definition tab.
11. On the Definition tab, click Authentication
Settings.
12. Confirm that you have the SSS option selected and the
correct Secure Store target application is specified in the SSS ID text
box, and then click OK.
13. Click Export
Connection File.
14. Navigate to an appropriate Data Connection Library on the
SharePoint site, type a file name, and then click Save.
Once the ODC file has been exported to a data connection library
in the SharePoint site, you can then access it from Visio and use it to create
a data-connected Visio Web drawing.
1.
In Visio, on the Data tab, click
Link Data to Shapes.
2.
On the Data Selector page,
select the Previously
created connection option, and then click Next.
3.
On the Select Data
Connection page, click Browse.
4.
In the Existing Connections dialog box, click Browse for More.
5.
In the Data Selector dialog
box, browse to the Data Connection Library on the SharePoint site, select the
ODC file that you want to use, and then click Open.
 Note: |
|
The ODC
file must be on the same farm where you plan to publish the Visio Web
drawing.
|
6.
On the Select Data
Connection page, click Next.
7.
In the SQL Server Login dialog box, type a Login ID and password that has access to the
data source that is specified in the ODC file, or, if your Windows account has
the needed data access, select the Use Trusted Connection check
box.
8.
Click OK.
9.
On the Connect to data
page, select the columns and rows that you want to include and then click Next.
10. On the Configure Refresh Unique Identifier page, select the
appropriate option for your dataset and then click Next.
Click Finish.
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