Microsoft Visio 2003

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Microsoft® QUICK Source Visio 2003 Getting Started Using the Choose Drawing Type Window The Visio Window When you launch Visio 2003, the Choose Drawing Type window u appears. v 1. To create a new drawing, click once on a category to view its w templates. x 2. Optional: Place your mouse pointer over the template to { display a description and a list of uses for the template. y 3. Click once on the template to select it. z Creating a New Drawing from a Template 1. Select New from the File menu, or click the arrow on the New button on the Standard toolbar. 2. Select a category from the resulting menu. | 3. Select a template from the list of templates. Note: To create a new blank drawing without using a template, first close any open drawings. Select New from the File menu, and select New Drawing from the resulting menu. u Menu Bar – contains all the tools for use with Visio 2003. Opening an Existing File v Standard Toolbar – contains shortcuts for standard Visio 1. Select Open from the File menu, press Ctrl + O, or click actions and tools. w Formatting Toolbar – contains shortcuts for applying the Open button on the Standard toolbar. 2. Locate and select the file you want to open. formatting features to your drawing. x Shapes Window – displays stencil sets. 3. Click the Open button. y Stencil Title Bar – displays the name of the stencil set. Click the title bar to display the stencil set. Saving a Drawing z Stencil Masters – displays the master shapes contained in 1. Select Save from the File menu. each stencil set. 2. Select a location where you want to save the drawing. { Task Pane – displays tasks according to the selected task 3. Enter a name for the drawing in the File name box. category. 4. Click the Save button. | Drawing Page – displays the drawing and drawing workspace. Note: To quickly save after the initial save, click the Save Note: To hide or display a toolbar, select Toolbars from the View button on the Standard toolbar, or press Ctrl + S. menu, and select the toolbar from the resulting menu. Saving a Drawing as a Template Getting Started Tutorial You can save a drawing as a template to use as a model for other Visio 2003 provides a Getting Started Tutorial to guide you drawings. through the basic features of Visio. This tutorial provides you with 1. Select Save As from the File menu. basic information and lessons to help you learn how to create 2. Select a location where you want to save the drawing. various types of drawings. 3. Enter a name for the drawing in the File name box. 1. Select Getting Started Tutorial from the Help menu. 4. Select Template from the Save as type box. 2. Navigate through the tutorial by clicking Next or Back. 5. Click the arrow on the Save button and make sure Workspace 3. Click the Close button to exit the tutorial. is selected. 6. Click the Save button. Using the Task Pane The task pane replaces commonly-used dialog boxes. When you launch Visio 2003, the Getting Saving a Drawing as a Web Page 1. Select Save as Web Page from the File menu. Started task pane will appear. 2. In the Save in list, open the folder where you want to save • To change the task category, click the down the file. arrow on the task pane, and select a 3. Enter a name for the drawing in the File name box. category from the resulting menu. 4. Optional: To give the page a title that is different from the • To navigate the task pane, click the Back name of the file, click the Change Title button. Enter a name and Forward buttons, or click the in the Page title box and click the OK button. (This title will Home button to return to the Getting Started task pane. appear in the title bar of the browser.) • To open or close the task pane, select Task Pane from the 5. Click the Save button to save and view the drawing. (The page View menu or press Ctrl + F1. To quickly close the task pane, will automatically be opened in your Web browser.) click the Close button in the upper-right corner of the pane. 1 Copyright © 2004 by QUICK Source
Pages, Text & Shapes Moving, Reshaping, or Pages Rotating a Text Block Creating a New Page Use the Text Block Tool to move, reshape, 1. Right-click the Page tab. or rotate the text block. 2. Select Insert Page from the pop-up menu. 1. Click the arrow on the Text Tool 3. Optional: Enter a name for the page. button and select Text Block Tool from 4. Optional: Select other page options. the resulting menu. 5. Click the OK button. 2. Click once on the shape or text block that you want to move, Note: You can also select New Page from the Insert menu. reshape, or rotate, and do one of the following: • To move a text block, place the mouse pointer in the center Deleting a Page of the text block. Click and drag the text block. • To delete a single page: • To reshape a text block, place the mouse pointer 1. Right-click the Page tab. over a selection handle until it turns into Rotation Handle 2. Select Delete Page from the pop-up menu. a double arrow. Click and drag to adjust • To delete multiple pages: the shape of the text block. 1. Select Delete Pages from the Edit menu. • To rotate a text block, place the mouse 2. In the Delete Pages dialog box, hold the Ctrl key and select pointer over the rotation handle. Click each page you want to delete. and drag to rotate the text block. 3. Click the OK button. Renaming a Page Shapes 1. Double-click the Page tab for the page you want to Inserting a Shape on the Drawing Page rename. 1. Point to the master shape on the 2. Enter a name for the page. stencil set in the Shapes window. 3. Click outside the tab when you are finished. 2. Click and drag the shape master Note: You can also right-click the Page tab and select Rename from the stencil to the drawing page. Page from the pop-up menu. Note: Rest the mouse pointer on a shape in the stencil to see a note about the shape Reordering Pages and a link to a Help topic with more 1. Right-click the Page tab. information. 2. Select Reorder Pages from the pop-up menu. 3. Select a page and click the Move Up or Move Down button. Searching for Shapes 4. Click the OK button. The Search for Shapes feature searches all stencils (and the Note: To quickly move a page, click and drag the page tab to the Web, if you have an Internet connection) for a desired shape. desired location along the row of sheet tabs. 1. In the Shapes window, enter the name of the shape in the Search for Shapes box. Text 2. Click the Start Searching button. Entering Text Drawing Basic Shapes 1. Click the Text Tool button on the Standard toolbar. 1. Click on the Drawing Tools button on 2. Click once on an object to assign text to it, or click and drag the Standard toolbar to display the Drawing toolbar. the mouse pointer to create a text-only box. 2. On the Drawing toolbar, click the Rectangle Tool , 3. Enter the text. Ellipse Tool , Line Tool , Arc Tool , 4. Press the Esc key or click outside the text block to view the Freeform Tool , or Pencil Tool button. entire document. 3. Click and drag the mouse pointer to create the shape. (To 5. Click the Pointer Tool on the Standard toolbar when you are finished. create a square or a circle, click the Rectangle Tool or Oval Tool button and hold the Shift key while you drag.) 4. Click the Pointer Tool button on the Standard toolbar. Selecting Shapes • To select one shape, click once on the shape. Formatting Text • To select all the shapes on a page, select Select All from the The Formatting toolbar contains tools that allow you to add bold, Edit menu, or press Ctrl + A. italic, and underline formatting to text. It also contains tools to • To select multiple shapes, do any of the following: change the font, font size, and font color, as well as text alignment. • Hold the Shift key and click each shape that you want to 1. Click on the Text Tool button on the Standard toolbar. select. 2. Click once on the object or text block to select it. • Click the Pointer Tool button on the Standard toolbar 3. Select the text you want to format: and drag the mouse pointer around all the shapes that you • To select one word, double-click the word. want to select. • To select one paragraph, triple-click the paragraph. • Click the arrow on the Pointer Tool button and select • To select all the text in the text block, press Ctrl + A. Multiple Select . Click each shape that you want to 4. Click buttons on the Formatting toolbar to apply formatting. select. Select Multiple Select again to disable the tool. 2 Copyright © 2004 by QUICK Source
Working with Shapes & Stencils Meeting Working with Shapes Resizing a Shape 1. Click the Pointer Tool button on Notes Cutting, Copying, and Pasting a Shape the Standard toolbar. 1. Select the shape you want to cut or copy. 2. Click once on the shape to select it. 2. Do one of the following: 3. Place the mouse pointer over a selection • To cut the shape, select Cut from the Edit menu, press handle until it changes into a two-headed Ctrl + X, or click the Cut button on the Standard toolbar. arrow. • To copy the shape, select Copy from the Edit menu, press 4. Click and drag the selection handle to adjust the size of the shape. Ctrl + C, or click the Copy button on the Standard toolbar. (Click and drag a corner handle to maintain proportions.) 3. Select Paste from the Edit menu, press Ctrl + V, or click the Paste button on the Standard toolbar. Note: To delete a shape, click once on the shape to select it and Stencils press the Delete key. Opening Stencils A stencil is a set of shapes. Each template comes with its own set Moving Shapes of stencils, but you can use any stencil set at any time. 1. Click the Pointer Tool button on the Standard toolbar. 1. Select Shapes from the File menu. 2. Do any of the following: 2. Select a category from the resulting menu. • To move a single shape: 3. Select a stencil set from the list of stencils. 1. Point to the shape you want to move. The pointer turns Note: To close a stencil, right-click the title bar of the stencil you into a four-headed arrow. want to close and select Close. 2. Click and drag the shape to the desired position. • To move multiple shapes: Creating Customized Stencils 1. Select the shapes you want to move. When you create your own shapes, you can easily access them 2. Place the pointer over one of the shapes you have again by saving them on a customized stencil. selected. The pointer turns into a four-headed arrow. 1. Select Shapes from the File menu. 3. Click and drag the shapes to the desired position. 2. Select New Stencil from the resulting menu. • To move a shape to a different page: (Visio opens a new blank stencil. 1. Select the shape you want to move. The icon on the stencil title bar 2. Drag the shape to the page tab and wait for the other page includes a red asterisk to indicate to be displayed. you can modify the stencil.) 3. When the other page is displayed, drag the shape where 3. Do one of the following: you want it on the page and release the mouse pointer. • To add a shape from the page to the stencil, drag the shape Duplicating a Shape from the page onto the stencil. 1. Click the Stamp Tool button on the Standard toolbar. • To add a shape from another stencil, drag the shape onto the (If the Stamp Tool button is not visible, click the Toolbar title bar of the new stencil until the new stencil opens. Release the mouse pointer on the stencil to add the shape. Options button on the Standard toolbar, select Add or Remove Buttons, select Standard, and select Stamp Tool.) 2. In the stencil, click once on the shape master that you want to Naming a Shape duplicate. 1. Right-click the shape on the stencil and select Rename Master 3. Click the stamp pointer on the drawing page as many times as from the pop-up menu. you want to duplicate the shape. 2. Enter the name below the shape and press the Enter key. 4. When you are finished, click the Pointer Tool button on the Standard toolbar. Saving a Customized Stencil 1. On the stencil title bar, click the Save Stencil button. Using the Ink Feature 2. Enter a name for the stencil in the File name box. 3. Click the Save button. 1. Click the Ink Tool button on the Standard toolbar. Note: By default, stencils are saved in the My Shapes folder. (The Ink toolbar will appear.) 2. Select a pen type on the Ink toolbar. 3. Click and drag the mouse pointer to create the desired shape. QUICK 4. Optional: To change ink options, click the Pointer Tool button on the Standard toolbar, select the ink shape, and do Source one of the following: To order call toll-free 1-888-280-0424. • To erase an ink shape one stroke at a time, click the Eraser button on the Ink toolbar and click each section Microsoft® Visio® 2003 copyright © 2004 by QUICK Source. All of the shape you want to erase. rights reserved. No portion of this material may be used, • To change ink color, click the Ink Color button on the reproduced, transmitted, downloaded, or saved in any retrieval system without the express written permission of the copyright Ink toolbar and select a color from the resulting color owner. QUICK Source is not responsible for errors or omissions in palette. this guide or damages resulting from the use of this material. • To change thickness of the ink, click the Ink Thickness button on the Ink toolbar and select a thickness from the Microsoft® Visio® is a registered trademark of Microsoft® resulting menu. Corporation. Clip art from ClickArt®. Printed in USA. Visit our Web site: www.resourcenetwork.com 3 Copyright © 2004 by QUICK Source
Formatting Shapes, Connecting Shapes & Grouping Formatting Shapes Applying a Shadow 1. Click once on a shape to select it. Applying a Fill 2. Select Shadow from the Format menu. 3. Select a style, color, pattern, pattern 1. Click once on a shape to select it. color, and transparency. 2. Select Fill from the Format menu. 4. Click the Apply button. 3. Select settings from the Color, Pattern, 5. Click the OK button. and Pattern Color lists. Note: To remove a shadow, select 00: None from the Style list, 4. Click the Apply button. and click the OK button. 5. Click the OK button. Note: To change the fill color, click the arrow on the Fill Color button on the Formatting toolbar, and select a color Connecting Shapes from the resulting color palette. Select More Fill Colors for more When you connect shapes using the Connector Tool, the shapes options. become glued together and remain connected when you move them. There are two types of connections, static and dynamic. Formatting Lines A line is considered a shape or the border around a shape. Creating a Static Connection 1. Click the Pointer Tool button on the Standard toolbar. A static connection attaches a connector line to a specific point on 2. Click once on a line or shape to select it. an object. 3. Do any of the following: 1. Click the Connector Tool button on the Standard toolbar. • To change line thickness, click the arrow on the Line 2. Click and hold the mouse pointer on the first object. Weight button on the Formatting toolbar, and select a 3. Drag the mouse pointer to a specific connection point on weight from the resulting menu. second object. (The connection point will turn red.) Release • To change line color, click the arrow on the Line Color the mouse to connect to that specific point. button on the Formatting toolbar, and select a color from Note: Custom shapes that you have created cannot be connected the resulting color palette. using a static connection. • To change line pattern, click the arrow on the Line Pattern button on the Formatting toolbar, and select a pattern from the resulting menu. Creating a Dynamic Connection • To change line ends, click the arrow on the Line Ends A dynamic connection attaches a connector line to an object, but button on the Formatting toolbar, and select a line end from not to a specific point on the object. If the object is moved, the the resulting menu. connector line will connect the objects at the closest point. 1. Click the Connector Tool button on the Standard toolbar. 2. Click and hold the mouse on the Adding Transparency to a Shape first object. 1. Click once on a shape to select it. 3. Drag the mouse pointer to the 2. Select Fill from the Format menu. center of the second object until 3. Click and drag the Transparency slider or the object is outlined in red. Release enter a percentage in the Transparency box. the mouse button to connect to the 4. Click the Apply button. entire object. 5. Click the OK button. Note: To remove a connection, click the connector line and press the Delete key. Layering Shapes You can place shapes in front of or behind other shapes. 1. Select the shape you want to place in front of or behind other Grouping shapes. 2. Do any of the following: Grouping Shapes Shapes can be grouped and treated as one object. • To bring a shape one layer forward, select Order from the 1. Select two or more shapes that you want to group. Shape menu and select Bring Forward. 2. Select Grouping from the Shape menu and select Group from • To send a shape one layer back, select Order from the Shape the resulting menu, or press Ctrl + Shift + G. menu and select Send Backward. • To bring a shape all the way to the front layer, select Order from the Shape menu and select Bring to Front, or press Selecting a Shape Within a Group Ctrl + Shift + F. 1. Click on the group to select it. • To send a shape all the way to the back layer, select Order 2. Select Open Group from the Edit menu. from the Shape menu and select Send to Back, or press 3. Select a shape and make desired changes. Ctrl + Shift + B. 4. Click the Close button on the Group window. Note: To add or remove a shape from a group, select the group Rotating a Shape Rotation Handle and the shape. Select Add to Group or Remove from Group from 1. Click the shape to select it. the Shape menu. 2. Click and drag the round rotation handle to the desired angle. Ungrouping Shapes Note: To set a precise rotation, select 1. Click once on a group to select it. the shape and select Size & Position 2. Select Grouping from the Shape menu and select Ungroup Window from the View menu. Enter an from the resulting menu, or press Ctrl + Shift + U. angle in the Angle box, and press the Enter key. 4 Copyright © 2004 by QUICK Source
Views, Output & Tools Views Sending a Drawing by E-mail 1. Select Send To from the File menu. Viewing Multiple Drawings 2. Select Mail Recipient (as Attachment) 1. Open the drawings you want to view. from the resulting menu. The computer’s 2. Do one of the following: default e-mail program will open a new • To display windows e-mail message with your drawing attached. side by side, select 3. Enter recipient information and message text Tile from the and send the message as you would any other message. Window menu. Note: The Microsoft Office Visio Viewer 2003 allows users who do not have Visio installed on their computer to view or print a • To cascade windows, drawing using Microsoft Internet Explorer 5.0 or later. Users can select Cascade from download the Visio Viewer from www.microsoft.com. the Window menu. Note: To see more of the drawing content, close the Shapes window and the Tools task pane. Checking Spelling 1. Select Spelling from the Tools menu, or press F7. 2. In the Spelling dialog box, make any necessary corrections. Using Full-Screen View 3. Click the Change button. • To view your drawing in full-screen view, select Full Screen 4. Click the OK button. from the View menu, or press F5. • To move between pages in full-screen view, press the left and right arrow keys to move backward and forward. Inserting Guides • To exit full-screen view, press the Esc key. Guides are lines that help you place objects on your drawing page. You can insert multiple guides to help you position shapes. Guides do not appear on the printed drawing. Zooming 1. Click and hold the mouse pointer on the horizontal or vertical • To zoom in or out on drawing, do one of the following: ruler located on the top and side of the Drawing Page. (If the • Select Zoom from the View menu and select a magnification. rulers are not displayed, select Rulers from the View menu.) • Click the arrow on the Zoom button on the Standard 2. Drag the mouse to the desired location. Release to insert the toolbar and select a magnification. guide. • To enter a precise magnification, select the percentage in the 3. Optional: To delete a guide, click once on the guide to select Zoom box on the Standard toolbar and enter a value. it, and press the Delete key. (A guide is highlighted in green • To center the drawing page in the window, press Ctrl + W. when it is selected.) Note: To quickly zoom in, press Ctrl + Shift + click. To quickly Note: To snap objects to guides, select Snap & Glue from the zoom out, press Ctrl + Shift + right-click. Tools menu. On the General tab, check the Snap box and click the OK button. Using the Pan & Zoom Window 1. To magnify part of the drawing page, select Pan & Zoom Using the Track Markup Feature Window from the View menu. The Track Markup feature allows you to make and view proposed 2. Click and drag the mouse pointer changes in a drawing. The proposed changes, or markup, are in the Pan & Zoom window to tracked on a separate, colored tab overlay for each reviewer. Markup is translucent so you can see the original drawing and the draw the red box around the area reviewers’ suggested changes. you want to magnify. 1. Select Track Markup from the Tools 3. Optional: Click the Zoom In menu. The Reviewing task pane and button or the Zoom Out Reviewing toolbar open and a markup button to resize the selected area. overlay is created for you. 4. Click the Close button to 2. Do any of the following: close the window. • To add a shape, drag a shape to the markup overlay or use the Drawing Output toolbar to create a shape. • To add a comment, click the Insert Previewing a Drawing Comment button on the 1. Select Print Preview from the File menu, or click the Print Reviewing toolbar and enter text. Preview button on the Standard toolbar. • To add ink, click the Ink Tool button on the Reviewing 2. Click the Close button to close the preview. toolbar. When you’ve finished adding ink, click the Pointer Tool button on the Standard toolbar. 3. Select Save from the File menu. Printing a Drawing 4. To stop tracking markup, click the Track Markup button on 1. Select Print from the File menu, or press Ctrl + P. the Reviewing task pane. You can now make changes to the 2. Select print options. original drawing. 3. Click the OK button to print. Note: Formatting changes do not appear until a shape is copied Note: To quickly print the drawing using the current print from a markup overlay to a drawing page. Each reviewer must settings, click the Print Page button on the Standard toolbar. have Microsoft Visio 2003 installed. 5 Copyright © 2004 by QUICK Source
Shortcuts & Getting Help Shortcuts Line Tool .................. Ctrl + 6 ................. none Arc Tool .................. Ctrl + 7 ................. none Standard Toolbar Freeform Tool .......... Ctrl + 5 ................. none New ........................................ Ctrl + N ................ File / New Pencil Tool .............. Ctrl + 4 ................. none Open .......................................... Ctrl + O ................ File / Open Save .......................................... Ctrl + S ................ File / Save Formatting Toolbar Save as Web Page .................... none ...................... File / Save as Web Font ...... F11 ........................ Format / Text Page Font Size ............. F11 ........................ Format / Text Mail Recipient (as Attachment) .. none ...................... File / Send To/ Bold ........................... Ctrl + B ................. Format / Text Mail Recipient Italic ........................... Ctrl + I .................. Format / Text (as Attachment) Underline ................... Ctrl + U ................ Format / Text File Search ................................ none ...................... File / File Search Align Left ................... Ctrl + Shift + L ... Format / Text Print Page .................................. Ctrl + P ................ File / Print Align Center ............... Ctrl + Shift + C .. Format / Text Print Preview ............................ Ctrl + F2 .............. File / Print Preview Align Right ................. Ctrl + Shift + R ... Format / Text Spelling .................................... F7 .......................... Tools / Spelling Text Color ................. F11 ........................ Format / Text Research .................................. none ....................... Tools / Research Line Color ................. Shift + F3 ............. Format / Line Cut ............................................ Ctrl + X ................ Edit / Cut Fill Color ................... F3 ........................... Format / Fill Copy .......................................... Ctrl + C ................ Edit / Copy Line Weight ............. Shift + F3 ............. Format / Line Paste ........................................ Ctrl + V ................ Edit / Paste Line Pattern ............. Shift + F3 ............. Format / Line Delete ........................................ Del ........................ Edit / Clear Line Ends ................. Shift + F3 ............. Format / Line Format Painter .......................... Ctrl + Shift + P .. none Undo ...................................... Ctrl + Z ................ Edit / Undo Action Toolbar Redo ...................................... Ctrl + Y ................ Edit / Redo Align Shapes ........... F8 ........................... Shape / Align Shapes Shapes ...................................... none ...................... File / Shapes Distribute Shapes .. none ..................... Shape / Distribute Shapes Pointer Tool ............................ Ctrl + 1 .................. none Connect Shapes ......... none ..................... Shape / Connect Shapes Connector Tool ...................... Ctrl + 3 .................. none Lay Out Shapes ......... none ..................... Shape / Lay Out Shapes Text Tool ................................ Ctrl + 2 .................. none Flip Horizontal ........... Ctrl + H ............... Shape / Rotate or Flip Ink Tool .................................. none ...................... none Flip Vertical ................. Ctrl + J ................. Shape / Rotate or Flip Drawing Tools .......................... none ...................... View / Toolbars / Rotate Right ............... Ctrl + R ............... Shape / Rotate or Flip Drawing Rotate Left ................. Ctrl + L ................. Shape / Rotate or Flip Stamp Tool ................................ Ctrl + Shift + 3 ... none Rotate Text 90° ......... none ..................... Shape / Rotate or Flip Zoom ................................ none ...................... View / Zoom Bring to Front ............. Ctrl + Shift + F .... Shape / Order Microsoft Office Visio Help ........ F1 ............................ Help / Microsoft Send to Back ............. Ctrl + Shift + B ... Shape / Order Office Visio Help Group ......................... Ctrl + Shift + G ... Shape / Grouping Drawing Toolbar Ungroup ..................... Ctrl + Shift + U ... Shape / Grouping Rectangle Tool .......................... Ctrl + 8 .................. none Custom Properties ...... none ..................... Shape / Custom Properties Ellipse Tool ................................ Ctrl + 9 .................. none Getting Help Using the Type a Question for Help Box Using the Visio Help Task Pane To quickly access Visio Help, enter a question or topic in the 1. Select Microsoft Office Visio Help from the Type a Question for Help box on the Menu Help menu, press F1, or click the Microsoft Office Visio Bar and press the Enter key. Help button on the Standard toolbar. 2. Do one of the following: Using Microsoft Office Online • To search for Help topics, enter a word or phrase in the To access online help, select Microsoft Office Online from the Search for box and click the Start searching button. Help menu. • To browse the Help Table of Contents, click on Table of Contents. Click a book icon to open the topic and view other subtopics. Using the Diagram Gallery 3. To change the task category, click the down arrow on Visio provides information and samples of drawings you can create. the task pane, and select a category from the resulting 1. To view samples, select Diagram Gallery from the Help menu. menu. 2. Locate and select the drawing category you want, or 4. Click the Close button on the task pane when you are navigate the entire menu by clicking Next or Back. finished. 3. Click the Close button when you are finished. 6