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Test Lab Guide: Configure Visio Services

SharePoint 2013

Published: December 18, 2012

Summary: Configure Visio Services in a test lab environment.

Applies to:  SharePoint Server 2013 Enterprise 

This article explains how to set up Visio Services in SharePoint Server 2013 in a test lab that is based on the Configure SharePoint Server 2013 Preview in a Three-Tier Farm test lab guide.

Important Important:

This scenario applies only to Microsoft TechNet Test Lab Guides.

In this article:

Scenario overview

This test lab guide explains how to configure Visio Services. This includes:

  • Creating an Active Directory account to run the Visio Services application pool

  • Starting the Visio Graphics Service

  • Creating a Visio Services service application

  • Configuring data access for Visio users

Before you begin

Before starting, make sure you have completed the steps in Test Lab Guide: Configure SharePoint Server 2013 in a Three-Tier Farm, including the prerequisite test lab guides discussed in that document. This test lab uses the three-tier infrastructure that is created in the Configure SharePoint Server 2013 in a Three-Tier Farm test lab guide.

You must also complete the steps in Test Lab Guide: Create a Business Intelligence Baseline Environment, as the Visio configuration steps require the user accounts created in that test lab guide.

Configure a managed account

The Visio Services service application requires an application pool to operate. The application pool requires an Active Directory account to run. Use the following procedure to create an Active Directory account for the application pool.

To create an Active Directory account

  1. Log on to DC1 as Corp\Administrator.

  2. Click Start, click Administrative Tools, and then click Active Directory Users and Computers.

  3. Expand corp.contoso.com.

  4. Right-click ServiceAccounts, click, New, and then click User.

  5. In the Full name text box, type Visio Services Application Pool.

  6. In the User logon name text box, type VisioAppPool.

  7. Click Next.

  8. Type and confirm a password for the account.

  9. Clear the User must change password at next logon checkbox.

  10. Select the Password never expires checkbox.

  11. Click Next.

  12. Click Finish.

Once the account has been created, the next step is to register it as a managed account in SharePoint Server 2013. Use the following procedure to register the managed account.

To register a managed account in SharePoint Server

  1. Log on to APP1 as Corp\User1.

  2. Click Start, click All Programs, click Microsoft SharePoint 2013 Products, and then click SharePoint 2013 Central Administration.

  3. On the Central Administration home page, in the left navigation, click Security.

  4. On the Security page, in the General Security section, click Configure managed accounts.

  5. On the Managed Accounts page, click Register Managed Account.

  6. In the User name text box, type CORP\VisioAppPool.

  7. In the Password text box, type the password for the CORP\VisioAppPool account.

  8. Click OK.

In order for Visio Services to work, the application pool account must have access to the SharePoint Server 2013 content database. Use the following procedure to grant the needed access to the content database.

To grant content database access to the managed account

  1. On APP1, click Start, click All Programs, click Microsoft SharePoint 2013 Products, right-click SharePoint 2013 Management Shell, and then click Run as Administrator.

  2. At the Windows PowerShell Command Prompt, type the following (press Enter after each line):

    $w = Get-SPWebApplication -identity http://WFE1
    $w.GrantAccessToProcessIdentity("CORP\VisioAppPool")
    

Once the CORP\VisioAppPool account has been registered as a managed account and granted access to the content database, the next step is to start the Visio Graphics Service and create an Visio Services service application.

Configure a Visio Services service application

Use the following procedure to start the Visio Graphics Service on APP1.

To start the Visio Graphics Service

  1. On the Central Administration home page, in the System Settings section, click Manage services on server.

  2. Above the Service list, in the Server drop-down list, ensure APP1 is selected.

  3. In the Service list, click Start next to Visio Graphics Service.

Once the service has been started, the next step is to create an Visio Services service application.

To create a Visio Services application

  1. On the Central Administration home page, in the Application Management section, click Manage service applications.

  2. On the Manage Service Applications page, click New, and then click Visio Graphics Service.

  3. In the Name box, type Visio Services.

  4. Select the Create new application pool option and type VisioServicesAppPool in the text box.

  5. Select the Configurable option, and, from the drop-down list, select CORP\VisioAppPool.

  6. Click OK.

Visio Services has now been configured. The next step is to configure the Visio Services global cache settings.

Configure Visio Services Global Settings

To efficiently demonstrate data refresh in the following Visio Services labs, we must change the default cache settings to allow for immediate data refresh.

To configure the Visio Services minimum cache age

  1. On the Central Administration home page, under Application Management, click Manage service applications.

  2. In the list of service applications, click the Visio Services service applications.

  3. Click Global Settings.

  4. In the Minimum Cache Age text box, type 0.

  5. Click OK.

In a production environment, setting the minimum cache age to zero (0) could put unnecessary strain on the server. We recommend that you leave the cache settings at their default values for best performance in a production environment. However, for this series of labs we want to be able to show immediate data refresh to validate that we have correctly configured data connectivity.

Once you have finished configuring the cache settings in Visio Services Global Settings, the next step is to configure data access for diagram authors working in Visio Professional 2013.

Configure Visio client data access

In the following Visio Services labs, we will be configuring data refresh for Visio diagrams by using Secure Store. However, you should know that there are differences in the way that Visio Services and the Visio client application authenticate with data sources.

Although Visio Services can use Secure Store to authenticate with a data source when rendering a data-connected diagram, Visio does not use Secure Store for data authentication. Visio requires that diagram authors have direct database access in order to access external data from the diagram.

In this case, we will create an Active Directory group to contain our diagram authors, and then create a SQL Server logon for that Active Directory group.

To create an Active Directory group

  1. Log on to DC1 by using the CORP\administrator account.

  2. Click Start, click Administrative Tools, and then click Active Directory Users and Computers.

  3. Expand the corp.contoso.com node.

  4. Right-click Users, click New, and then click Group.

  5. In the Group Name box, type VisioDiagramAuthors, and then click OK.

Next, we need to add users to the group. In this case, we will add the user Susan Burk to the group because Susan Burk has Contribute access to the Business Intelligence Center where we will publish our data-connected diagrams in successive Visio Services labs.

note Note:

Although we are only adding a single user to the group in this lab, in a production scenario you would add all the diagram authors to the group. (Using a group provides easier administration than adding individual logons for each user.) Depending on how your data is organized in your production environment, you may want to use multiple groups if different sets of users need access to different databases.

To populate the VisioDiagramAuthors Active Directory group

  1. In Active Directory Users and Computers, double-click the VisioDiagramAuthors group.

  2. On the Members tab, click Add.

  3. In the Enter object names to select box, type CORP\Susan.Burk, and then click OK.

  4. Verify that Susan Burk appears in the Members list, and then click OK.

Now that the Susan Burk account has been added to the VisioDiagramAuthors group, the next step is to create a SQL Server logon for that group.

To create a SQL Server logon

  1. Log on to SQL1 by using the CORP\USER1 account.

  2. Click Start, click All Programs, click Microsoft SQL Server 2012, and then click SQL Server Management Studio.

  3. Connect to the Database Engine.

  4. Expand the Security node.

  5. Right-click Logins, and then click New Login.

  6. On the Login – New page, click Search.

  7. On the Select User or Group dialog box, click Object Types.

  8. On the Object Types dialog box, select the Groups check box, and then click OK.

  9. On the Select User or Group dialog box, in the Enter the object name to select box, type CORP\VisioDiagramAuthors, and then click OK.

  10. On the Login – New page, click OK.

When you have completed all of the previous procedures, Visio Services will be operational and ready to use.

The following labs cover how to configure data refresh in Visio Services using Secure Store:

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