How to Create Org Charts with SmartDraw
Organizational charts are an essential element to the management structure of any company or institution. In many organizations there are two ways of organizing people. The first is the familiar top-down organizational chart, which is great for documenting reporting relationships within a company.
This classic arrangement can exist alongside another type of organizational chart called a team chart. A team chart is useful for specific projects or ad hoc teams.
First, lets see how to build a traditional org chart, using SmartDraw. 1
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Getting Started

Begin by selecting an Org Chart template from the list of templates on the home panel.
SmartDraw provides a basic org chart template for you to start with and a SmartPanel docked to the left of the work area. This SmartPanel contains all the tools and shortcuts youll need to build your org chart quickly and easily.

Add Names

To add a name to a shape, just click in the box and type.
You can use the[TAB] or arrow keys to navigate to the other boxes and fill in the names and titles of the people reporting directly to the CEO. 2
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Add Peers and Direct Reports
To add a peer at a specific level, select an existing employee at that level and hit the Add Right button in the SmartPanel or press [CTRL] and the right arrow.
Add a direct report under any selected level by hitting Add Below or press [CTRL] and the down arrow. You can easily add more reports under a specific manager by hitting the [ENTER] key as long as one report is already selected. You can continue building the chart, adding reports where necessary and SmartDraw will format the chart automatically for you.

Rearranging Your Chart

If you want to make changes to any of the positions within the chart, its as easy as dragging the box to where you want it to go: up a level, down a level or side to side. Simply select the employee you want to move and without letting go of the mouse move it around on the page. As you move it, youll see SmartDraws automatic connectors trying to grab the shape. A dotted outline of the shape and the connector lines will appear showing you where it would attach. To finish moving the shape, simply let go of the mouse and it will drop into position. SmartDraw will keep your chart neat and orderly.
To delete a position or employee, select it and hit the delete key.

Add an Assistant

Easily add an assistant to any position by selecting the manager and then clicking the Add Assistant button from the SmartPanel.

Add a Co-Manager

SmartDraw makes it possible to diagram any organization, no matter how complex the structure. You can even add co-management arrangements to your chart with a click of your mouse. Select a manager in your chart and then hit the Add Co-Manager button on the SmartPanel.

Changing Orientation

Sometimes it makes more sense to view an organizational chart from side to side instead of top to bottom. SmartDraw allows you to instantly change the orientation of your chart with a simple command. With ordinary drawing software, you'd be forced to rebuild the entire chart. To change the direction, click on the Chart Direction drop down on the SmartPanel and select your charts orientation.

Add Photos

Communicate more than organizational structure by adding photos for each position. Put a face to that name. With SmartDraw you can do it with just a few clicks. First, select the position you want to add a photo to and then click Add Picture in the SmartPanel.
Youll be able to browse to a photo on your computer and insert it into your chart. To scale or crop your photo, double click on it and youll see a slider appear that will let you pan, change the zoom or click on the crop tool to 6
crop your inserted photo. Alternatively, you can click on the Picture tab in the upper ribbon area and change the brightness and other features of your photo.
To replace a photo, just insert a new one. To delete it completely, double-click on the photo and hit the delete button. Youll notice that the shape is still divided into two cells. To fix this, select the shape and right-click on it. Next, choose Join Cells from the menu that appears and youre done.

Changing the Style of Your Organizational Chart
SmartDraw automatically applies professional design themes for you, but also gives you complete control to customize your org chart in any way you want. Change the entire look of your chart by applying a new design theme with just one click.
Or change the look of individual shapes instantly by selecting a new Quick Style. Choose from more than 40 preset looks.
Share Your Org Chart with Others
If you want to share your process chart with others, you can do so with a single click. You can send any SmartDraw visual to PowerPoint, Word, Excel, or Outlook using the buttons at the top of your work area.

Creating Team Charts

An org chart is a great way to map out this companys organizational structure but if there is a specific project that youre working on, a Team Chart will be much better for mapping out the responsibilities related to this specific project.
To build a Team Chart, open up the org chart template options and select the Project Team Chart template.
The first step is to identify the project and the team leader. Just click in the box and type to add a name. Add some other team members using the SmartPanel to the left, which is now customized to this specific template.
Click the Add Team Member button to add a team member. You can also use the keyboard shortcuts, just like we discussed earlier regarding building org charts. With a team member selected, you can use [CTRL] and the down arrow to add a team member as a peer. Use [CTRL] and the right arrow to add a team member as a direct report or use it to add responsibilities and tasks for each team member. You can use the tab and arrows to navigate to each box and fill in the information just like filling in a form. Whether you need to make an organizational chart or a project team chart, youll have great-looking, professional TM results in minutes, using SmartDraw, the worlds first visual processor.

Keyboard Shortcuts

Create your entire chart without taking your hands off the keyboard with quick and easy keyboard controls. To add a shape to an org chart, simply hold down the [Ctrl] key and use the up, down, left or right arrow key. To add a new peer shape alongside a selected shape hit the [Enter] key and to add a subordinate shape use [Shift] + [Enter]. Here are some other keyboard shortcuts you may find useful: Keyboard Shortcuts Ctrl + Ctrl Ctrl + Arrow key Enter Shift + Enter Ctrl+ Enter Insert Shift + Ctrl Shift + Ctrl + G F3 Alt+F4 Delete Ctrl+A Ctrl+B Ctrl+C Ctrl+D Ctrl+F Ctrl+G Ctrl+H Ctrl+I Ctrl+K Ctrl+M Ctrl+N 10 Zoom In Zoom Out Add shape in up/down/left/right (charts with auto-connectors only) Adds a new peer shape alongside the selected shape. (charts with autoconnectors only) Adds a new shape subordinate to the selected shape. (Mind Maps and Org Charts only) Adds a new peer shape alongside selected shape when in text entry mode. Creates a new visual starting with the selected shape and adds hyperlinks between the two visuals Zoom in (stops at 800%) Ungroup Find Next (Find and Replace dialog) Exit / Close SmartDraw Clear / Delete selected object Select All Bold Text Copy Duplicate Find Group Replace Italicize Text Insert Hyperlink Executes Text Entry Mode (only if shape or line is selected) New Document

Ctrl+O Ctrl+P Ctrl+Q Ctrl+S Ctrl+T Ctrl+U Ctrl+V Ctrl+W Ctrl+X Ctrl+Y Ctrl+Z
Open Document Print Save changes and exit / close SmartDraw Save Opens Font Dialog Underline Text Paste Save changes and exit to template selection screen Cut Redo Undo

Changing Themes from Default to Cornflower However, if you manually color an item in the Work Area and then change the theme, the colors will be overridden so that they match the theme. Instead, you should color items using Quick Styles.
Quick Styles You can apply a fill color, line color and style, text font, color, and size, and more to selected items in the Work Area using Quick Styles. Just click on an item in the Work Area - or hold down the Shift key and click on several items - to select it. Then, click the Quick Styles button in the Shape Style group of the Home tab and choose a style from the menu.
Changing Quick Styles In the image above, changing Quick Styles turned a gray gradient fill to a solid blue fill, changed a thin dark gray border to no border, and added a drop shadow. The colors offered in the Quick Styles menu are determined by the selected theme. When you change themes, the colors change to match the theme, but all other styling remains the same. Our Style21 shape above will still be Style21, but the color will be different:
Changing the Theme Only Changes the Color of Quick Styles
AutoStyle A few visual types, such as Mind Maps and Storyboards, employ AutoStyling to automatically color and style shapes based on their hierarchical level in the visual. That is, shapes you add or move automatically adopt the color, size, shape, and style of other shapes in that same level. These colors and styles are Quick Styles so that changing the theme maintains the differences while changing the colors.
A Mind Map with AutoStyle Coloring a visual in this manner helps the viewer to understand and see the hierarchy, so SmartDraw has been designed to do the work for you so you dont have to color it yourself. Visuals that use AutoStyle have a this feature off. button in SmartPanel so that you can turn
Changing the Fill of a Shape You can manually change the fill of a shape. However, if you are going to work with themes, make sure you choose a theme and do not change it again before applying any fill colors. This is because changing the theme will automatically override the fill color.
To apply a fill, just click on the shape to select it, then click the Fill button and choose a color from the menu. You can also choose a gradient, texture, or hatch, and you can set the transparency of the fill.
The Fill Menu | Chapter 1: Building Visuals Using SmartDraw 35
Using the Line Button You can change the color and style of the border of shapes or of lines using the Line button in the Shape Style group of the Home tab. Like fill colors, line and border colors are overridden by a change in themes, so make sure you are satisfied with the selected theme before applying line and border colors using the Line button. To apply a line color or style, click on the shape or line, then click the Line button and choose from the menu. The Line menu looks very similar to the Fill menu above, but with a few additions at the top: Thickness, Dashes, and (if only lines but no shapes are selected) Arrowheads. Use these submenus to change the weight, styling, and arrowhead settings of the selected line(s) or shape(s).

The Theme Group
The Theme group is a very unique group with a single function: applying a theme to the entire Work Area. A theme instantly provides your visual with a professional, color-coordinated appearance. Just click one of the sets of color samples. You can use the arrows on the right side of the group to navigate among the 16 themes. scrolls the gallery up by one row. scrolls the gallery down by one row. | Chapter 2: The Ribbon 47
opens the entire Theme gallery so that you can view all themes at once.

The Shape Style Group

The Shape Style group contains controls for adding color and style to items in the Work Area.
Quick Styles are a fill color and style, line color and style, font, and more which can be applied with a single click to the selected items in the Work Area. Clicking this button opens a menu of all of the Quick Styles available. The colors offered in Quick Styles are directly determined by the selected theme. When you change themes, any item with a Quick Style will keep the style but will change colors to match the theme.

The Quick Styles Menu

Use the options under the Fill button to simply apply a fill color, gradient, texture, or hatch to the selected shapes or symbols. Note: If you change the theme, any applied fills will be overridden.
The Line button has controls for setting the thickness, dashes, arrowheads, and color of the selected lines. It can also make these changes to the border of any selected shape or symbol. Note: Changing the theme will automatically override any applied line color and style.
You can apply effects, such as shadow, glow, gloss, or reflection, to the selected items using the Effects button. Click on this button to open the Effects menu, and then position your cursor over the type of effect you want to apply and choose the effect from the submenu.

The Effects Menu

The Font Group
The Font group has controls for editing text. You can select text by clicking and dragging the mouse to highlight the text (you may have to double-click the item the text is attached to in order to access the text first).
Click this menu button to view a choice of fonts which you can apply to the selected text. Click on a font to instantly apply it. Click this menu button to view a choice of font sizes for the selected text. Click on a number to select it, or click Custom to define your own font size. Click the Bold button to make the selected text bold. Click the Italics button to italicize the selected text. Click the Underline button to underline the selected text. Click the Subscript button to make the selected text a subscript. Click the Font Color menu button to open the Font Color menu, where you can select a solid, gradient, or texture color for the selected text. Click the Text Symbol button to open the Insert Symbol dialog box, where you can choose a text symbol to insert into the selected text.

The Change Shape Menu The Change Shape button is usually grayed out unless a shape or symbol is selected in the Work Area.
Under the Change Line button is a menu for changing the shape of a selected line to a variety of other shapes. Simply click on a new shape to apply it to the selected line. Again, this button is usually grayed out unless a line is selected.
The Change Line Menu You can anchor lines to connection points on symbols in most visual types. All symbols have default connection points, but you can change them by clicking Connection Points. This opens the Choose Connection Points dialog box, where you can choose between Default, Continuous, and Custom connection points. The dialog offers instruction on how to set Custom connection points:
The Choose Connection Points Dialog Box The Text Entry button opens the Text Entry Properties dialog box, which has options for how the selected symbols grow as more text is entered than can fit inside the symbol, when text entry is allowed, what pressing the Enter key while editing text inside the selected symbol does, and so on. | Chapter 2: The Ribbon 65
The Text Entry Properties Dialog Box The Dimensions button opens the Show Dimensions dialog box, where you can specify when and how the dimensions of the selected items are shown. | Chapter 2: The Ribbon 66
The Show Dimensions Dialog Box You can click the Dialog Launcher to open the Shape Properties dialog box, which contains many of the same controls as the Shape Properties group, in addition to a few more settings.
The Shape Properties Dialog Box

The OLE Group

The Links button opens the Links dialog box, where you can manage the OLE links in the visual. For an object to be linked, you must have inserted it using the Paste Special control in the Paste menu on the Home tab and chosen Paste Link in that dialog box. In the Links dialog box, you can update a linked object, open the source from which the object is linked, break the link, and so on.

The Links Dialog Box

The Objects button opens a menu with options for opening the source of the OLE item.

The Insert Tab

The Insert tab only contains one group: the Insert group. This is made up of buttons for inserting different types of items into the Work Area.
The Table button opens a menu of preset table sizes for you to choose from to insert, or you can click Define to create a more custom table. See Working with Tables for more information.
The Picture button opens the Insert Picture dialog box, where you can browse through your computers files to find the picture you want to insert. If a shape is selected when you click the button, the picture will be inserted inside that shape. Otherwise, it will be added to the Work Area as a new symbol.

The Margins button opens a menu with choices for the width of the margins when you print your visual, or you can click Define to create custom margins settings. The Layers button allows you to add and manage layers of the Work Area. For more, see Working with Layers. The Work Area button opens the Set the Work Area dialog box, where you can define the number of pages on which your visual lies, and a few options for controlling the growth of the Work Area. This dialog box is important if you are going to print your visual because it will ensure the visual is printed as you want it you wouldnt want to print one visual split into 50 pages, or to shrink a large visual down to fit on just one page.
The Set the Work Area Dialog Box The Center in the Work Area moves your entire visual so that it is centered on the total white space of the Work Area, while maintaining all spacing in your visual. | Chapter 2: The Ribbon 75
The Rulers & Grid Group
The Rulers & Grid group contains controls for working with dimensions and snapping items to the (usually invisible) grid.
The Scale button opens a menu with options for the scale of the Work Area. The dimensions of items will be shown in the scale you select, and the rulers (when visible) will reflect the scale as well. This is particularly useful for visuals like Floor Plans, in which the scale matters. For more details, see Working with Dimensions.
The Snaps button allows you to choose how items attach to the (usually invisible) grid in the Work Area, or specify whether they snap to the grid at all. Using snaps helps you to work with items quickly and easily. For example, items which snap to the grid are much easier to align. There are three checkbox buttons in the Rulers & Grid group: - Show Rulers shows or hides the rulers along the top and left edges of the Work Area. - Show Grid shows or hides the grid, which is defined by the scale of the rulers. - Use Snaps turns on or off the setting for all items to snap onto the grid. | Chapter 2: The Ribbon 76
The Find & Replace Group
The Find & Replace group helps you to search for words or phrases you may have entered into the visual. The Find button opens the Find and Replace dialog box, where you can enter a word or phrase and search for each instance of that word or phrase in the Work Area. You can also hold down the Ctrl key and press the F key to open the same dialog box. The Replace button opens the same Find and Replace dialog box, but with more controls for replacing. You can also reach this dialog box by clicking the Find button and then clicking Replace >> in that dialog box.

The Picture Folder button opens a dialog box where you can browse for the folder of JPEG files you want to open. When you click Open, the folders contents are shown in the Library tab, where SmartPanel is located. Then, you can click on a picture and click again in the Work Area to add it.
The Open Picture button opens a dialog box where you can browse your files for one image. If a symbol is selected when you click the button, you will be given the option to insert the image inside the symbol.
The Capture Webpage button opens an internet browser. Browse to the webpage you want to capture, then click Capture Webpage at the top of the browser to insert a screenshot of the page into the Work Area.

The Picture Size Group

The Picture Size group has buttons for adjusting the image you have inserted.
The Pan & Zoom button opens a toolbar for adjusting the image when its inside a shape. You can click the Arrow buttons to move the picture around, and the magnifying glasses to zoom in or out. For example, if you inserted a picture of a persons face, you can adjust the picture so that their face is shown inside the shape.
The Pan & Zoom Toolbar
The Crop button opens a menu containing a selection of proportions to which you can crop the image, such as 4x6.
If you inserted an image into a shape other than a rectangle, the Trim to Shape button will cut the image so that the parts of the image not shown are removed. This can save disk space, especially if you have inserted many pictures.

The Exposure Group

The Exposure group has buttons for changing the quality of the image itself.
The Brightness button opens a menu in which you can adjust the brightness of the image by a percentage.
The Contrast button opens a menu in which you can adjust the contrast of the image by a percentage.

The PowerPoint Tab

You can use the PowerPoint tab to animate your visual so that it appears step-by-step when you export it to Microsoft PowerPoint. This will help your viewers to follow along with you as you analyze your visual during your presentation.
The PowerPoint Tab The Export Group
The Export group contains a button for sending your visual to Microsoft PowerPoint, with an option you can turn on or off.
The Send to PowerPoint button instantly places your visual onto a slide of a Microsoft PowerPoint presentation. If a presentation was already open, the visual is added to a new slide at the end of that presentation. If not, a new presentation is opened with the visual on the first slide. If the Include Animation checkbox button is checked, the animations you program using the Animation group will be included when you send your visual to Microsoft PowerPoint.

The Animation Group

The Animation group has controls for you to program individual items in your visual to appear in the presentation upon clicking a certain number of times. You can also preview your animation. You can use the Step menu button to assign a step to the selected item(s) in the Work Area. For example, if you assign an item with Step 3, it will appear after the third click when you are presenting the slide containing your visual. If you are animating a chart, you can use the Chart Preset menu instead of the Step menu as a shortcut. There are a few common ways you may want to present your chart, such as by having one category or series appear at a time. SmartDraw can automatically animate your chart using your choice of method listed in the menu.

The Chart Preset Menu

The Preview button will allow you to see what the visual will look like in Microsoft PowerPoint before you export it. You can use the and buttons to navigate
from step to step, or simply click the mouse to move the animation forward, just like in PowerPoint. You can click to return to editing your visual.

The Review Tab

The Review tab only consists of the Comments group, which contains buttons for writing and viewing markup comments on the visual.
The Add Comment button opens a temporary text box next to the selected item. Enter text in this box, then click somewhere else to close it. Your user initials and the comment number appear in a small colored box on the item. You can position your cursor over this box to view the comment, or click on the box to edit the comment.
The comments you add will automatically be removed when you export your visual, and when you print, the comment markers are replaced by numbers and a list of the comments is printed | Chapter 2: The Ribbon 99
on a separate page. However, you can hide the comments while working in SmartDraw or on the printout by unchecking. Use the numerical order. and buttons to read the comments in their

The Help Tab

The Help tab only consists of one group: the SmartDraw group. It contains the buttons you need to find help and maintain your copy of SmartDraw.
The Tech Support button will instantly take you to the Support page of the SmartDraw website in a new tab or window of your default internet browser. From there, you can get the help you need from one of SmartDraws experts.
The Updates button will instantly take you to the Patches & Updates page of the SmartDraw website in a new tab or window of your default internet browser. From there, you can click on the latest updates to download them so that your copy of SmartDraw is up to date. | Chapter 2: The Ribbon 100

The Last Item Selected has Black Handles Once the items are selected, click items to be aligned. Align in the Design tab and choose how you want the
The Shapes Aligned With the Bottom of the Dark Blue Shape
Grouping Items in the Work Area
Sometimes its useful to be able to treat several items as a single item. For this reason, you can group items. To do this, select each item by holding down the Shift key and clicking on each item, or click and drag the mouse to trace a box around the items you want to select. Then, click Group in the Design tab and choose Group Objects from the menu.
Grouping Three Shapes into a Single Shape You can ungroup a grouped item by choosing Ungroup Objects in that menu instead.

Working with Charts

Although you always have access to the Chart tab, its best if you create a chart using the Charts & Graphs visual template in the New > Basics folder, or one of the templates in the Charts & Graphs folder under New > Templates.
Opening the Basic Charts & Graphs Template
Opening the Folder of More Specific Charts & Graphs Templates This is because SmartPanel for these templates has some special tools designed to make creating a professional-looking chart faster and easier.
The Charts SmartPanel When youre done creating your chart, you can always copy it and paste it into another visual such as a flyer, product sheet, or newsletter. To do this, make sure nothing in the Work Area is selected, then press the Ctrl and C keys at the same time to copy the chart. Then, go to the other visual and press the Ctrl and V keys at the same time to paste the chart.
Inserting a Chart For some Charts & Graphs templates, a chart is already inserted when you open the template. If its not the type of chart you want to create, click Change Chart Type in SmartPanel and choose a new chart type from the menu to instantly change the chart.
The Change Chart Type Menu Or if you want to create a chart by importing data, you can press the Ctrl and A keys at the same time to select the chart, then press the Delete key. If you already have a spreadsheet with the data you want to represent in the chart, you can easily import that data, and SmartDraw will automatically construct a chart from it. There are two ways to do this. You can copy the data in the spreadsheet, then click Clipboard in SmartPanel. A chart is instantly generated. Paste Data from

The Quick Access Toolbar

Exporting a Visual to Microsoft Word Its as easy as one click to send the contents of the Work Area to Microsoft Word as an image. Simply click the window. in the Quick Access Toolbar, which can always be found in the top left corner of
The Quick Access Toolbar If a Word document was already open, the visual will be inserted where the text entry cursor is blinking at the time, the same as if you had inserted an image using Word. If a document is not open, a new document is opened with the visual on the first page. The visual may be reduced in size so that it can fit on a page in Microsoft Word. You cant edit a SmartDraw visual from within Microsoft Word, but its easy to replace an exported visual by deleting it in the document, then exporting the edited visual again from SmartDraw.
Exporting a Visual to Microsoft Excel Just like exporting to Microsoft Word, its as easy as a single click to export a visual to Microsoft Excel. Just click in the Quick Access Toolbar. If an Excel workbook was already open, the visual will be placed on the sheet that is open. If a workbook is not open, Excel will be automatically started, and the visual will be placed on the first sheet. | Chapter 5: Exporting, Printing and Sharing a Visual 192
You cant edit a SmartDraw visual from within Microsoft Excel, but its easy to replace an exported visual by deleting it in the workbook, then exporting the edited visual again from SmartDraw.
Saving a Visual as a PDF When you click in the Quick Access Toolbar, your visual will be saved as a.SDR a SmartDraw file. We recognize that you may wish to share your visual with people who may or may not own a copy of SmartDraw. For this reason, we make it easy for you to save your visual as a PDF, which is readable by programs like Adobe Acrobat.
The Quick Access Toolbar Just click in the Quick Access Toolbar, found in the top left corner of the window. The Export dialog box appears, allowing you to name the file and choose a location in your computer to which to save your PDF.
The Export Dialog Box for PDFs Notice the Fit on One Page checkbox in the bottom left corner of this dialog box. If this is checked, your visual will be scaled down so that it fits on a single page. If your visual is large, this process may cause it to be illegible. For more on this, see Setting up the Page.

Exporting to Other File Types Clicking in the Quick Access Toolbar will only save your visual as a.SDR SmartDraw file. However, SmartDraw offers many more choices of file type to which you can save your visual in order to make sharing your visual easier.
When you are ready to export your visual, click the SmartDraw Button and position your cursor over Export. In the menu that appears is a list of all the file formats to which you can export your visual.
Export Options in the SmartDraw Menu Click on a file type to export your visual. Each selection opens a specific dialog box with options for saving your visual to that file type. Most include an option to name the file and choose a location on your computer.
The Export Dialog for JPEG The exception is the Export to HTML Files dialog box, which appears after you click HTML in the menu. Instead of saving a file, a folder containing all the files you need to upload to your web server is created. This is usually a.GIF file and a.HTM file.
The Export to HTML Files Dialog Box

Printing a Visual

Before printing a visual, you may find it useful to check the size of it. Because the Work Area automatically grows as you add more items, you may not realize how many pages your visual may take up. Also, the default printing setting is usually to print your visual on a single page. If
your visual is large, this means SmartDraw will have to shrink it down, perhaps so much that it becomes illegible. For more on how to address these issues, please see Setting up the Page. Its as easy as one click to start the printing process. Click located in the top left corner to open the Print dialog box. in the Quick Access Toolbar
The Print Dialog Box | Chapter 5: Exporting, Printing and Sharing a Visual 199
In this dialog box, you can choose a printer, the pages and number of copies you want to print, and a few more options. Click Preview to see your visual as it will look on the page.
You can also reach these options and more by clicking the positioning your cursor over Print.

SmartDraw Button and

The Print Menu | Chapter 5: Exporting, Printing and Sharing a Visual 201
In addition to Print and Print Preview, there are also the Perspective Export and Page Setup controls. For details on how to use the Page Setup dialog box, see Setting up the Page.
On the print menu, if accessed by using the SmartDraw button, you will see an option called Perspective Export. The Print Menu: Highlighted Perspective Export Perspective Export lets you add a 3D effect to your graphic to help you catch the eyes of the people you are presenting to. Perspective Export works best when making charts, flowcharts or diagrams etc., it is not a good effect when creating flyers. Example of a Presentation Using Perspective Export When using Perspective Export, there is one thing that you need to remember! After you apply the Perspective Export you have to print your graphic as is; you can no longer go back and edit your graphic UNLESS you close out of the Perspective Export by putting your cursor in the top right hand corner of your screen and clicking the Close button.

2. Send the network (UNC) path to the setup.exe\setup.msi to your users and have them run the file.
3. When they execute the file, they will be prompted for the Serial Number to proceed with the install. This is not however the most efficient way to install a large number of licenses onto client machines. For mass deployment of SmartDraw, you can use the Orca MSI table editor to change or bundle certain information directly into the MSI install. After modifications, you can use a distribution package to quickly install without any user action such as: Group Policy and the Active Directory Systems Management Server (SMS) Other remote installation software
Installing on Windows 7/Vista With the release of Windows Vista, a new feature called User Access Control was introduced. The main goal of User Account Control is to reduce the exposure and attack surface of the operating system by requiring that all users run in standard user mode and software is installed on a per user basis by default. For programs such as SmartDraw, which takes an average of 2 gigabytes of disk space, per user installation by machine is not recommended. As a defense-in-depth measure, User Account Control also provides additional protection for administrators through its Administrator Approval Mode. With Administrator Approval Mode, Windows Vista will run most applications with standard user permissions even if the user is an administrator. If a user wishes to run a program that requires administrator permissions, they must give consent through a User Account Control prompt. This helps limit malware's ability to make system-wide changes without the administrator's knowledge. However, Administrator Approval Mode does not provide the same level of security or control as a true standard user account.
The UAC control creates some difficulties when installing SmartDraw, as the Windows Installer 4.0 engine, running in the Local System account on Windows Vista, has lesser permissions than it had on previous Windows versions and inheritance of permissions does not work properly with MSI installations. Installing a individual client PC To work around this, you must install with setup.exe, instead of setup.msi. Windows Vista will immediately detect that setup.exe is an install program that will require elevated rights and therefore display the UAC prompt in which you can give it permission to continue running. As a result, the entire install executes with elevated privileges. In contrast, when running the setup.msi directly, the UAC prompts occur later and do not elevate rights in the correct sequence of events; as a result, and most installations run with restricted permissions. Deploying via Group Policy & SMS Deploying via Group Policy, SMS or other deployment systems should largely remain unaffected, as the Systems Administrator should not be affected by UAC when deploying to a Vista client. Please contact support@smartdraw.com with your network environment details if you encounter problems. As documentation on how to work with these new restrictions is released, SmartDraw will continue to monitor and improve this aspect of installation. Installing SmartDraw on a Network Server SmartDraw may be installed remotely on a server and shared by multiple users with a multi-seat license. The program is loaded from the server but actually runs on a users client machine. No registry entries or other changes are made to the server. This method of installation requires the least amount of maintenance from an Administrative standpoint as only one installation of SmartDraw needs to be maintained and updated. | Chapter 5: Exporting, Printing and Sharing a Visual 209

Step # 1: Setting the server up properly. To install on a server, you must set up an appropriate network share. On the target server, create a folder called SmartDraw.
1. Right-click on the SmartDraw folder and select Share & Security.
2. Choose to share the folder and give it an appropriate share name.
3. Click on the Permissions button to set the appropriate access to the folder.
In the Permissions Dialog, click on Add to selectively add permissions to the folder.
4. Under Normal Server configurations, you can give access to users, groups, or built-in security principles.
Once permissions are set, your share on the server should be ready.
A Note on Permissions The administrator installing SmartDraw should have Full Control over the folder. It is recommended that you give users Change and Read permissions to the folder so they can freely access the program and make changes to libraries if necessary. In the event you wish to lock down the environment, you can set the permissions to Read only for the folder with the exception of one file, SDX.DLX (that is created after you install SmartDraw). This file keeps track of the number of seats used and must be set to Change and Read permission for all users. You must set the permission of SDX.DLX after it has been installed.
Step # 2: Installing SmartDraw Once youve set up the share properly, run the SmartDraw setup.msi from the client machine or on the server. If you install from the server, your installation directory should read: C:\SmartDraw\SmartDraw (or the name of the shared folder you created) If you wish to install to a client PC, you will need to map the SmartDraw share before proceeding to the next step. 1. To Map your share, open My Computer.
2. On the Tools menu, click Map Network Drive. 3. In Drive, type or select the drive letter to map to the shared resource. 4. In Folder, type the server and share name of the resource, in the form of \\server name\share name. Or click Browse to locate the resource. 5. Click Finish. 6. In the User name and password dialog box, in User name, type your user name if you are prompted. 7. In Password, type your password.
After youve set up your mapped drive, you can then choose your newly mapped drive as the installation directory: Your installation directory should read: [Drive]:\SmartDraw\SmartDraw After you have your installation directory squared away, simply enter your serial number when prompted and let the installation finish (You should also have a live Internet connection to your client machine). When the installation is complete, SmartDraw will create its license file sdx.dlx in the installation directory and then validate it by connecting to smartdraw.com.
Administering a Multi-Seat License To access the Administration Dialog, start up SmartDraw, create a document, access the Help Ribbon, and select the License icon.
At the SmartDraw Licenses Dialog, hold down the CTRL and SHIFT key and click on the View Users button. This will open the Network Administration dialog with Administrative rights.

If no View Users button is present, this means that no one has connected to the network copy of SmartDraw yet. Exit out of SmartDraw and have one or two users log on and exit out and try accessing the dialog again. Each new client machine that makes use of a network installation of SmartDraw with a multi-seat license is added to the list of seats used.
The Computer Name is logged as the User Name and the computers default hard-drives serial number is recorded as the Serial Number. Once the number of seats purchased equals the number of seats used, no more clients may access the installation. You can disable users on the seat list to free up seats for a new user or old user. A disabled client cannot run SmartDraw from that client.
If you need more licenses, we'd be happy to explain the different options available to you. Just call 858225-3370 or toll-free 800-817-4238, or e-mail sales@smartdraw.com.
Step # 3: Creating Desktop shortcuts for your users 1. Now that you have SmartDraw installed on the network, you can create shortcuts to the SmartDraw.exe file so they can run the program. Through Windows Explorer, browse to the SmartDraw installation directory on the server, and select SmartDraw.exe, and go to the File Menu, and select Create Shortcut.
2. Deploy the shortcut to your users and they can click on it to run SmartDraw at any time. | Chapter 5: Exporting, Printing and Sharing a Visual 217
Group Policy and the Active Directory Group policy is a feature of the Microsoft Windows NT family of operating systems that provides centralized management and configuration of computers and remote users in an Active Directory environment. To deploy via group policy: 1. On the server, choose Start>Programs>Administrative Tools, and click Active Directory Users and Computers. This step starts Active Directory Users and Computers Microsoft Management Console (MMC).
Note: If Administrative Tools was not found, please right-click the taskbar, click Properties and select Display Administrative Tools on the Advanced tab.
2. Right-click the Organizational Unit on which you want to install the package and select Properties.
3. In the Group Policy tab, select a Group Policy Object or create a new one, and click Edit. The Group Policy MMC will start. 4. In the Group Policy MMC, expand the Computer Configuration>Software Settings or User Configuration>Software Settings. Right-click Software installation and select New>Package.

Installation Guide

SmartDraw Guide For IT Professionals
5. In the Open dialog, browse to the installer (setup.msi you modified) and click open. Note: The MSI installer requires the client computers to have the MSI 2.0 engine installed. 6. In the Deploy Software dialog, select Assigned and click OK. Youve now setup SmartDraw to deploy to the computers or users found within the group policy, and it will be installed the next time the policy is updated on their compute.