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Configuring Visio and Process Navigator in the Registry

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Ref: 201309161325
Last Edited: October 19th, 2016

Visio and Process Navigator can be configured through their user-interfaces, but particularly when deploying Process Navigator to numerous users, making those settings directly to the Registry through a REG file or a script can be quicker and ensure a consistent set-up.

These are the common configurations, and their related Registry settings. Note that these are all user-specific, and wouldn't require elevated permissions to apply.

Visio

Visio Registry information is recorded in keys specific to the version of Visio.

Visio 2003 - 11.0
Visio 2007 - 12.0
Visio 2010 - 14.0
Visio 2013 - 15.0

File locations

Visio 2003, 2007:

Tools > Options > Advanced > File Paths...

Visio 2010, 2013:

File > Options > Advanced > File Locations…


 Setting Registry Setting Values
 Drawings HKCU\Software\Microsoft\Office\
<Version>\Visio\Application
    DrawingsPath (REG_SZ)
 The default location from which Visio files are opened, or to which they are saved. Typically, the main location in which maps are stored, e.g.
\\TriasterServer\Triaster\TriasterServer2011\
MapStore\Process Library\Sandpit Maps
 Stencils HKCU\Software\Microsoft\Office\
<Version>\Visio\Application
    StencilPath (REG_SZ)
 The location(s) from which Visio will seek stencils. This could be a shared location on the Triaster server, e.g.
\\TriasterServer\Triaster\TriasterServer2011\
MapStore\Stencil, Template and Properties

Multiple paths can be specified, separated by semi-colons. The Process Navigator installer will add the 'Templates and Stencils' folder within the Process Navigator installation.
 Templates HKCU\Software\Microsoft\Office\
<Version>\Visio\Application
    TemplatePath (REG_SZ)
 The location from which Visio lists templates when a new drawing is to be created. This would be the same location as for stencils.

File format

Visio 2003, 2007:

Tools > Options > Save

Visio 2010, 2013:

File > Options > Save


 Setting Registry Setting Values
 Default format – SaveVisio files as
Save documents – Save files in this format
 HKCU\Software\Microsoft\Office\
<Version>\Visio\Application
    SaveFileFormat (REG_SZ)
Visio 2003, 2007, 2010:
The Visio XML Document (VDX) format is required by Process Navigator .
SaveFileFormat = 2

Visio 2013:
The Visio XML Document (VSDM) format is required by Process Navigator.
SaveFileFormat = 3

Security

Trusted Locations

Visio will not prompt with macro warnings when opening files from trusted locations. Such files can include stencils as well as drawings.

This isn't applicable to Visio 2003.

Visio 2007:

Tools > Trust Center > Trusted Locations

Visio 2010, 2013:

File > Options > Trust Center > Trust Center Settings… > Trusted Locations


 Setting Registry Setting Values
 Allow Trusted Locations on my network HKCU\Software\Microsoft\Office\
<Version>\Visio\Security\Trusted Locations
    AllowNetworkLocations (REG_SZ)
 If working from a shared map store, then this needs to be enabled if using Trusted Locations.
AllowNetworkLocations = 1
 User Location (0) - Path HKCU\Software\Microsoft\Office\
<Version>\Visio\Security\Trusted Locations\Location0
    Path (REG_SZ)
 Multiple locations can be specified. Location0 is the first such location, which would typically be a maps root, e.g.
\\TriasterServer\Triaster\TriasterServer2011\MapStore
\\TriasterServer\Triaster\TriasterServer2011\MapStore\
Process Library
\\TriasterServer\Triaster\TriasterServer2011\MapStore\
Process Library\Sandpit Maps

Other locations would be Location1, Location2, etc.

Stencils can contain a VBA project too, so the stencils locations should be included, e.g.
\\TriasterServer\Triaster\TriasterServer2011\MapStore\
Stencil, Template and Properties
 User Location (0) - Sub Folders Allowed HKCU\Software\Microsoft\Office\
<Version>\Visio\Security\Trusted Locations\Location0
    AllowSubfolders  (REG_DWORD)
 If a maps root folder is specified as a Trusted Location, then its sub-folders should be too.
AllowSubfolders  = 1

This is a separate configuration for each location.

Macro Security

Visio 2003:

Tools > Options > Security >
    Security Level
    Trusted Publishers

Visio 2007:

Tools > Trust Center > Macro Settings

Visio 2010, 2013:

File > Options > Trust Center > Trust Center Settings… > Macro Settings


 Setting Registry Setting Values
 Security Level HKCU\Software\Microsoft\Office\
<Version>\Visio\Security
    Level (REG_DWORD) (Visio 2003)
    VBAWarnings (REG_DWORD) (Visio 2007, 2010, 2013)
 It's important that Visio on a Triaster server does not prompt with macro warnings, as that would stall an automated, non-interactive publication. On a server, we recommend macro warnings are set to the lowest level.
Level = 1 (Visio 2003)
VBAWarnings = 1 (Visio 2007, 2010, 2013)

Higher macro security can be configured for mappers, but Trusted Locations should be configured accordingly.
 Trust access to the VBA project object model HKCU\Software\Microsoft\Office\
<Version>\Visio\Security
    AccessVBOM (REG_DWORD)
 This needs to be enabled.
AccessVBOM = 1

Save as Webpage

File > Save As > Web Page > Publish… > Advanced


 Setting Registry Setting Values
 Output format HKCU\Software\Microsoft\Office\
<Version>\Visio\Solution\SaveAsWeb\settings
    priformat (REG_SZ)
 Visio's default setting is appropriate in Visio 2003 and 2007, but not in 2010.
priformat = VML
 Alternate format HKCU\Software\Microsoft\Office\
<Version>\Visio\Solution\SaveAsWeb\settings
    secformat (REG_SZ)

 This isn't as important as the primary format, but if configured, we’d recommend PNG.
secformat = PNG

Process Navigator (Analyst component)

Map Locations

Tools > Options… > Map Locations


 Setting Registry Setting Values
 Multi-Map Root HKCU\Software\Triaster\Process Navigator
    Multi-Map Root (REG_SZ)
 This should correspond to the map store of a particular library site, e.g.
\\TriasterServer\Triaster\TriasterServer2011\
MapStore\Process Library\Sandpit Maps
 Transforms HKCU\Software\Triaster\Process Navigator\Analyst Edition
    Transforms (REG_SZ)
 There are rare circumstances where Process Navigator doesn't set the default path correctly, and configuring it explicitly helps, e.g.
C:\Program Files (x86)\Triaster\Process Navigator\Transforms

Reports

Tools > Options… > Reports


 Setting Registry Setting Values
 Field specification file HKCU\Software\Triaster\Process Navigator\Analyst Edition
    Field Spec File (REG_SZ)
 There are rare circumstances where Process Navigator doesn't set the default path correctly, and configuring it explicitly helps, e.g.
C:\Program Files (x86)\Triaster\Process Navigator\Properties.txt
 Style sheet file HKCU\Software\Triaster\Process Navigator\Analyst Edition
    Style Sheet File (REG_SZ)
 There are rare circumstances where Process Navigator doesn't set the default path correctly, and configuring it explicitly helps, e.g.
C:\Program Files (x86)\Triaster\Process Navigator\styles.css

Command Line Automation

Tools > Options… > Command Line Automation


 Setting Registry Setting Values
 Task Definition File HKCU\Software\Triaster\Process Navigator\Analyst Edition
    Task Definition File (REG_SZ)
 There are rare circumstances where Process Navigator doesn't set the default path correctly, and configuring it explicitly helps, e.g.
C:\Program Files (x86)\Triaster\Process Navigator\Tasks.xml

Process Navigator (Mapping component)

File Locations

Process Navigator > Options… > File Locations


 Setting Registry Setting Values
 Properties File HKCU\Software\Triaster\Process Navigator\Mapping Edition
    Properties XML File (REG_SZ)
 This should be a shared copy on the Triaster server, e.g.
\\TriasterServer\Triaster\TriasterServer2011\
ProcessLibraries\Properties.xml
 Template File HKCU\Software\Triaster\Process Navigator\Mapping Edition
    Template File (REG_SZ)
 This could be a shared copy on the Triaster server, e.g.
\\TriasterServer\Triaster\TriasterServer2011\
MapStore\Stencil, Template and Properties\PN Template.vtx
 Stencil File HKCU\Software\Triaster\Process Navigator\Mapping Edition
    Stencil File (REG_SZ)
 This could be a shared copy on the Triaster server, e.g.
\\TriasterServer\Triaster\TriasterServer2011\
MapStore\Stencil, Template and Properties\PN Stencil.vss

General

Process Navigator > Options… > General


 Setting Registry Setting Values
 Display additional info on Activities HKCU\Software\Triaster\Process Navigator\Mapping Edition
    Activity Additional Info Box (REG_DWORD)
 To display Responsibility on Activities:
Activity Additional Info Box = 1

(In conjunction with 'ShowLevelAndID')
 Activity Additional Info Fields HKCU\Software\Triaster\Process Navigator\Mapping Edition
    ShowLevelAndID (REG_DWORD)
 To display Responsibility on Activities:
ShowLevelAndID = 1

(In conjunction with 'Activity Additional Info Box')


Applying Configurations

Ideally, these configurations would be made after installing Visio and before installing Process Navigator, although the Process Navigator settings in particular could be made at any time. They could be applied through a script or a REG file; a template script file is attached to this page, and would require just a little editing to suit a particular set-up.



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ċ
Visio and Process Navigator Config.txt
(8k)
John_Blight,
25 Sep 2015, 09:34