Publish to SharePoint

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Publish to SharePoint

Overview

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. 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.

 

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 on the Generatin Web18 button to order the elements automatically.

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.

 

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.

 

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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