Visio Shapes とIBM Cloud Object Storage Data を連携

Visio master shapes での変更を自動的にIBM Cloud Object Storage data に更新。

Automate the process of entering data into Visio diagrams and keeping your diagrams up to date with the CData ODBC Driver for IBM Cloud Object Storage. The driver surfaces IBM Cloud Object Storage data as an ODBC data source that can be accessed by applications with built-in ODBC support like Microsoft Office. This article shows how to create a simple diagram to start brainstorming about Visio projects linked to IBM Cloud Object Storage data.

Connect to IBM Cloud Object Storage as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Register a New Instance of Cloud Object Storage

If you do not already have Cloud Object Storage in your IBM Cloud account, follow the procedure below to install an instance of SQL Query in your account:

  1. Log in to your IBM Cloud account.
  2. Navigate to the page, choose a name for your instance and click Create. You will be redirected to the instance of Cloud Object Storage you just created.

Connecting using OAuth Authentication

There are certain connection properties you need to set before you can connect. You can obtain these as follows:

API Key

To connect with IBM Cloud Object Storage, you need an API Key. You can obtain this as follows:

  1. Log in to your IBM Cloud account.
  2. Navigate to the Platform API Keys page.
  3. On the middle-right corner click "Create an IBM Cloud API Key" to create a new API Key.
  4. In the pop-up window, specify the API Key name and click "Create". Note the API Key as you can never access it again from the dashboard.

Cloud Object Storage CRN

If you have multiple accounts, you will need to specify the CloudObjectStorageCRN explicitly. To find the appropriate value, you can:

  • Query the Services view. This will list your IBM Cloud Object Storage instances along with the CRN for each.
  • Locate the CRN directly in IBM Cloud. To do so, navigate to your IBM Cloud Dashboard. In the Resource List, Under Storage, select your Cloud Object Storage resource to get its CRN.

Connecting to Data

You can now set the following to connect to data:

  • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
  • ApiKey: Set this to your API key which was noted during setup.
  • CloudObjectStorageCRN (Optional): Set this to the cloud object storage CRN you want to work with. While the connector attempts to retrieve this automatically, specifying this explicitly is recommended if you have more than Cloud Object Storage account.

When you connect, the connector completes the OAuth process.

  1. Extracts the access token and authenticates requests.
  2. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.

Connect IBM Cloud Object Storage Data to Diagrams

Follow the steps below to use the Data Selector Wizard to import data into your diagram.

  1. Open Visio and click File -> New. Open the Brainstorming template.
  2. On the Data tab, click Link Data to Shapes.
  3. Select the ODBC option and select ODBC DSN.
  4. Select the DSN for IBM Cloud Object Storage, select the table you want to import, and finish the wizard. This article uses Objects as an example.

Link IBM Cloud Object Storage Entities to Shapes

Follow the steps below to create a simple diagram that shows how to create shapes from your data, one of the ways to link IBM Cloud Object Storage entities to shapes:

  1. Click Brainstorming Shapes and drag a main topic onto the drawing page. Enter Objects as the text of the main topic.
  2. Click Topic.
  3. Select a row in the External Data window and drag it onto the drawing page.
  4. Right-click the Topic shape and click Data -> Edit Data Graphic.
  5. Click New Item.
  6. In the Data Field menu, select a column. In the Displayed As menu, select how to display them.
  7. Drag a few other IBM Cloud Object Storage entities onto the drawing page and add association lines back to the main topic, Objects. New topics have the same configuration: Numeric columns displayed in data bars stand out in contrast to other Objects entities.

You can refresh your diagram from the Data tab, synchronizing your shapes with the external IBM Cloud Object Storage data.

 
 
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