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. You can either publish to SharePoint Online or On-premises.

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



SharePoint On-premises: Before publishing, make sure you have SharePoint installed.

SharePoint Online: Before publishing make sure to set the SharePoint online configuration:


SharePoint Online configuration:

Make sure to set the Sharepoint Online configuration before publishing:


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.

$userCredential= Get-Credential -UserName $adminUPN -Message "[PASSWORD]"
Connect-SPOService -Url https://$ -Credential $userCredential
Set-SPOsite https://$ -DenyAddAndCustomizePages $false


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

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


How to Publish to SharePoint

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


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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.


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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.


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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.


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


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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.


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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. Select the SharePoint environment you wish to publish within: SharePoint Online or Sharepoint Server (on-premises):


6.1 If you select SharePoint Online, provide the SharePoint site Url, and click next.




If you are not logged in, the application drives you to the SharePoint log in portal.

Provide your credentials and click next.




6.2  If you select SharePoint Server (on-premises):

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




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


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



After clicking Finish on the last step of the process, you will be redirected to your browser 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


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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.


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


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


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