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Publish to SharePoint - available in Modeler Services

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Publish to SharePoint - available in Modeler Services

As part of Modeler Services premium options you can publish your completed documentation and share it with your organization in the SharePoint format.

 

Customize the output information for inclusion in your document by selecting the diagrams and the elements to be included.

 

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Make sure you have SharePoint installed when you generate this documentation. Bizagi supports SharePoint Services 3.0.

 

Bizagi provides an intuitive wizard to help you through the steps to generate your documentation.

 

1. On the Publish tab, in the Publish group, click SharePoint.

 

Generating SP1

 

2. Select the Diagrams that you wish to publish.

Select individually by using the Generatin Web2 button or by double clicking them.

Select all by using the Generatin Web3 button.

When all the diagrams you wish to publish are selected, click the Next button.

 

Generating Wiki6

 

3. Choose the order in which you wish to publish your diagrams by using the buttons on the right hand side. Alternatively, you can sort them alphabetically by using the Generatin Web0 button.

Once finished, click the Next button.

 

Generating Wiki7

 

4. For each diagram select the elements that you wish to publish in the documentation.
Select all elements across all diagrams by using the Generatin Web6 button. By ticking this button ALL your diagrams and their elements will be set as  Selected Elements to publish. Any individual diagram configuration will be lost.

 

Generating Wiki8

 

You can also individually select elements from each diagram using the   Generatin Web8 button or by double clicking them.

 

Generating Wiki9

 

 

 

5. For each diagram select the order in which you wish the elements to be exported.

By default elements are organized according to the sequence of the process flow .

To move an element from its default position, select the element and click the Generatin Web16 button until you find the desired position.

 

Generating Wiki10

 

Click the Generatin Web18 button to order the elements automatically or click the Generatin Web0 button to order the elements alphabetically.

When you are satisfied with the order of the elements for each diagram, click the Next button.

 

6. The SharePoint Server Information will be required.

The SharePoint site must already be created.  You need to provide the location and user credentials to access it. Then click the Next button.  

 

Generating SP2

 

7. Specify the appropriate folder in which to publish your process. This folder must have Read and Write permissions. Click the Finish button.

 

Generating SP3

 

Once the process has been published on SharePoint, you will be able to view your diagram documentation.

 

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After clicking Finish on the last step of the process, you will be redirected to your browser in order to access SharePoint to navigate the newly published documentation. If you are using Internet Explorer and provided the wrong credentials it is possible for you to get stuck, not being able to log into your SharePoint account, since Explorer tries to perform the log in with the wrong credentials. To solve this you need to delete your passwords from the Windows Credentials Administrator.

 

SharePoint Output

 

Generating SP4

 

The legend displayed when the mouse is hovered over each process is defined in the Diagram properties.

All other documentation included will be displayed when clicking over each element.

 

Generatin Web20

 

Click on your process to see the detailed information.

 

You will be able to see the documentation of any diagram element by clicking on it.

 

generating SP7

 

To perform quick searches on the Process Elements, use the search field.

 

generating SP8

 

To go back to the general view, click the Bizagi Modeler Logo.

 

generating SP9

 

Troubleshooting

The exported documentation might not display as described in this article when publishing to SharePoint online (in some cases it is shown as a downloadable file). When that is the case, consider these aspects so that it is shown as expected:

 

Make sure that your site was created as a Site Collection in the SharePoint Online tenant.

Allow custom scripts in your site. To do so, follow this steps:

oLog in with your Office 365 credentials of an administrator user.

oNavigate to your Site Collection's settings by selecting Show more (on the left panel) > Admin centers > SharePoint > Site collections > settings.

oEnable the Custom Scripts option by leaving their value in "Allow" in the two separate selections that are presented.

oClick OK.

oBear in mind that it might take up to 24 hours for the changes to take effect.

Download the latest SharePoint Management Shell.

Connect to SharePoint Online as global admin.

Run the following commands on your SharePoint shell, line by line and making sure to replace the placeholders for:

o[ADMINISTRATOR_EMAIL] refers to a SharePoint administrator's email address.

o[ORGANIZATION_NAME] refers to the name of your Office 365 Organization.

o[PASSWORD] refers to the corresponding password for the specified user.

 

$adminUPN="[ADMINISTRATOR_EMAIL]"

$orgName="[ORGANIZATION_NAME]"

$userCredential= Get-Credential -UserName $adminUPN -Message "[PASSWORD]"

Connect-SPOService -Url https://$orgName-admin.sharepoint.com -Credential $userCredential

Set-SPOsite https://$orgName-admin.sharepoint.com -DenyAddAndCustomizePages 0

 

Once you are done the documentation you export to SharePoint from this point on, should be displayed as shown in this article.

 

Before allowing custom scripts on sites in your organization's SharePoint, make sure that you acknowledge and agree with the security implications.