SmartDraw Installation Guide
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System Requirements

Your computer must meet these requirements in order to run SmartDraw: Windows 7, Vista, XP or 2000 512MB RAM 3GB free hard disk space

Installation Options

There are two ways to install SmartDraw for use in an organization: On a network server On individual client computers
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 SmartDra w needs to be maintained and updated. Step # 1: Set up a network share on your server and give it the appropriate permissions Step # 2: An administrator to the network share should install Sm artDraw to that folder. Step # 3: Create Desktop Shortcuts to SmartDr aw.exe for your users.
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). You must set the permission of SDX.DLX after it has been installed.
Installing on a client computer
The simplest way to install SmartDraw on an individual PC is to insert the program CD into the drive, wait for setup.ex e to start, and then enter the serial number when prompted. Alternatively, if your users have permission to install programs on their own PC, they can self-install from the setup.ex e\setup.msi copied to a network server\share. The steps required are: 1. 2. 3. Copy setup.exe\setup.msi from the CD to a location on a shared server. (See Step # 1 : Setting the server up properly for basic steps on how to create your shared directory. Send the network (UNC) path to the setup.exe\setup.msi to your users and have them run the file. When they ex ecute the file, they wi ll 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 bu ndle 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) or Microsoft System Center Configuration Manager Other remote installation software
If you are deploying SmartDraw to a Windows 7 or Vista Operating System with User Access Control (UAC) turned on, please see the section on Installing on Windows 7 and Vista.

Orca, a MSI Table Editor

Orca is a Microsoft utility for modifying and validating Windows Installer packages. It is a database tool intended for setup authors and administrators that works with the Windows Installer Service. This utility is a part of the Windows Installer SDK download, along with other MSI related tools. You can use Orca to open and modify MSI packages and ISM project files. To download and install Orca, follow these steps: 1. 2. 3. 4. 5. Visit the SDK Platform Site page on http://www.microsoft.com to download the Wind ows Installer SDK. Click on that link to go to the next page to download Windows Installer SDK, which includes Orca. After downloading and installing Windows Installer SDK, go to \Program Files\Microsoft SDK\Bin folder on the machine to look for Orca.msi. Run Orca.msi by double clicking on it, which is the setup to install Orca on your machine. After installing Orca on your machine, you will be able to right click on any MSI package and open it in Orca.

Note: Because Orca allows for direct modification of the MSI package, ISM or ISE files, which may have an impact on the project, it is recommended that users make a backup copy of the file they are about to modify.
Using Orca to bundle your Serial Number into setup.msi First copy setup.msi to the location where you plan on hosting the install. Launch Orca (which should be available under the under the File Menu, choose Open, and browse to your copy of setup.msi and select the Open button.
You will be presented with a list of values under the Tables menu. Scroll down to Property and select it, which will populate the Property & Value window at the right of the menu and select SERIALNUM.
Click on the Value field for SERIALNUM and enter your serial number in.
Make sure there are no blank spaces before or after the serial number entry. Now go to the File Menu and click Save. Youve now modified your copy of setup.msi to host your serial number. It will no longer prompt you for a serial number to install with. Now deploy the setup.msi via Group Policy or SMS. It is a good idea to run the MSI manually on a test machine to confirm the serial number was enter ed properly.
Other things you can modify with Orca By modifying the IniFile table with Orca, there are a few other items you can turn on or off to meet your IT installation guidelines. Automatic Patching When turned on, Automatic Patching, allows SmartDraw to check the www.smartdraw.com website to see if a patch is available for your installation of SmartDraw. If one is found, the patch will be downloaded after you exit out of SmartDraw. The next time SmartDraw is run it will find the patch and queue it to run after you exit SmartDraw. To turn automatic patching off, set the value of SkipAutoUpdate to 1. Patching Notification If automatic patching fails to download the patch or is turned off, SmartDraw will prompt the user to download the patch (if one is available) the next time SmartDraw is exited. To turn patch notification off, set the value of SkipManualUpdate to 1. Survey SmartDraw is constantly looking for feedback on how to improve our products and appreciate any feedback we receive. To disable the survey, set the value of HideBuySurvey to 1. Other You can use Orca to change other properties of the install such as the installation directory. We suggest you take an in-depth look at the Orca documentation before doing so.

Installing on Windows 7 and Vista
With the release of Windows Vista, a new feature called User Ac cess 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 prog rams 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 stan dard 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 on a individual client PC To work around this, you must install with setup.ex e, 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.

Suggestions Appear When You Type a Keyword
The first search result is shown in the Template Preview Area. You can view the other search results by clicking the Previous and Next buttons in the Search Bar. When you have found the visual you want to open, just click on it to get started.
Open More Specific Templates and Examples In the left column of the Home Screen, click Templates under New.
In the Template Preview Area, there are several file folder buttons organizing visuals by their function. Click on one of these to open it.
Inside these folders, youll find visuals relevant to the topic of the folder, as well as more folders. When you find the visual you want to create, click on it to get started. | Chapter 1: Building Visuals Using SmartDraw 17
At the top of the Home Screen, youll find the Navigation Bar, complete with Forward buttons, a Home button and breadcrumbs.

Back and

The Navigation Bar The Back button will revert the Template Preview Area to the last screen it had shown. Once you use the Back button, the Forward button becomes available so that you can return to the screen you had been viewing when you clicked Back. The Home button will take you back to the top level of the Home Screen in this case, as if you had selected Templates under New again. The rest of the Navigation Bar is devoted to breadcrumbs. Each breadcrumb is a link to a page in the path you took to reach your current location in the Template Preview Area. Just click on a breadcrumb to go back to that page.
Open a Recently Used Visual In the left column of the Home Screen, click Documents under Recent. In the Template Preview Area will be any saved file you have created or opened with SmartDraw. Simply click on the visual you would like to revisit.
Open a Recently Visited Template Even if all you did was open and close a template, SmartDraw records which templates you open so that you can quickly find them again. Click Templates under Recent in the left column of the Home Screen to view these recently visited templates.
The last template visited is the first on the list.
Using the Application Screen to Build a Visual
Once youve opened a visual template, you will arrive at the Application Screen, where you will be able to create your visual.
The Flowcharts Application Screen There are four basic regions on this screen: the Work Area, the Ribbon, SmartPanel, and SmartHelp.
The Work Area Your visual will be built in the Work Area. As you add more symbols to it, the Work Area will automatically grow to make room. Although the Work Area looks like a single page, you will be able to split the Work Area into multiple pages prior to printing your visual. This is something you should keep in mind, since a large visual printed on one page may have to be decreased in size so much that it becomes illegible. For more on this, see Printing a Visual.
The Ribbon The Ribbon contains all of the buttons you need for the basics of manipulating items in your visual. The buttons there never change for any visual. The Ribbon is divided into a set of tabs which sort the buttons based on their function. For example, theres a tab devoted to inserting and formatting tables.

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 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 Insert Symbol Dialog Box Click the Font Group Dialog Launcher to open the Font dialog box, which has some of the controls in the Font group conveniently placed into a dialog box with a sample preview.

The Font Dialog Box

The Paragraph Group
The Paragraph group has controls that will help you to format the layout of the selected text. The Bullets button opens the Bullets menu, where you can choose a style of list bullets, or remove existing bullets.
The Bullets Menu The Spacing menu allows you to specify whether the spacing between lines of the selected text is single, 1.5, or double. Click the Alignment button to view choices of how text is aligned. If the text is inside a shape, the alignment will affect the direction in which the shape grows as you add more text than can fit inside the shape. If the text is along a line, the alignment changes where the text rests on the line.

The Alignment Menu The Direction button opens a menu which allows you to specify whether text on a line travels along the direction of the line or stays horizontal.

The Design Tab

The Design tab contains controls for helping you manipulate items in the Work Area.
The Position & Size Group
With the Position & Size group, you can precisely control the dimensions of the selected items. The numbers are in the units specified by the scale (see Working with Dimensions). You can click on the dimensions to type in new numbers, or use the increase/decrease buttons to their right. Click the Dialog Launcher to open the Position and Size dialog box, where you can determine the location and dimensions of the selected shapes.
The Position and Size Dialog Box

The Shape Layout Group

The Shape Layout group has controls which help you to organize and arrange items in the Work Area.
For a neater appearance, you can use the Align button to precisely align the selected items in the work area. To use this button, first hold down the Shift key and click on each item you wish to align. The last item on which you click will have black handles while the others have white handles:
The item with the black handles will act as a reference point for the others, so they will align with respect to that item. Then, click the Align button and choose an alignment from the menu.
The Shapes are Aligned with the Bottom of the Dark Blue Shape
The Rotate button allows you to rotate an item about its center. Select the item, click the Rotate button, and choose an angle from the menu or click Custom to type your own angle into a dialog box. When you choose an angle, the item is rotated counter-clockwise by the angle from its original position. That is, if you click 90 twice, the item will only be rotated a total of 90 to the left, not the expected 180.
If you have several items which youd like to keep together, you can use the Group button to convert them to a single item. Just hold down the Shift key and click on each item, then click the Group button and choose Group from the menu. If you want the items to be individual again, just select the grouped item and choose Ungroup from the same menu. Items may cover each other in the Work Area. Select an item and click the Bring to Front button to make that item lay on top of the other items in the Work Area. That is, no other item will cover the selected item. The Send to Back button does the opposite of Bring to Front: all other items will be on top of the selected item so that it doesnt cover any others. In contrast to rotation, the Flip button changes the selected item to a mirror image of itself. There are two choices in the menu: Flip Vertically and Flip Horizontally:

The HyperLink button allows you to convert the selected item into a link to a web page or file. This can be in the form of a text link, or an item itself can be the link, depending on whether you highlight text or click on an item. | Chapter 2: The Ribbon 71
Text with a Hyperlink and a Shape with a Hyperlink
The More button opens a menu with more options of objects you can insert. For each of these, the appropriate program is automatically opened. Make the necessary changes, and then just close that programs window. The object will be inserted into the Work Area.

The More Menu

The Page Tab
The Page tab contains buttons for setting up and working with the Work Area.

The Page Style Group

The Page Style group only contains one button.
The Background button opens a menu, from which you can choose a background color, picture, gradient, or texture for the Work Area.

The Page Setup Group

The Page Setup group has buttons for setting up the Work Area.
The Orientation button opens a menu with choices for whether the page should be Portrait or Landscape.
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 Quick Layouts button opens a menu of choices of layouts specific to the type of chart you are creating. You can choose any of these layouts to apply a professional look to your chart with a single click, including how data labels are shown, the direction in which the chart goes, and so on.
The Rotate Chart button opens a menu from which you can choose which quadrant of the axes your chart should use. That is, you can choose which axis your bars or lines grow from. The Axes button opens a menu where you can choose whether the vertical and horizontal axes are shown. The Grid button opens a menu where you can choose whether various gridlines in the chart area are shown. The Legend button opens a menu where you can choose whether a legend is shown, the format of the legend, and where the legend will be shown.
The Set Range menu buttons allow you to choose the maximum and minimum values of the axis with number values (by default this is the vertical axis, unless you rotate the chart or choose a Quick Layout with a rotated chart).

The Labels Group

The Labels group contains buttons for changing how and whether various types of labels appear, as well as controls for when the chart is quite large.
The Data button opens a menu where you can choose whether and how data point labels are displayed.
The Horizontal Axis button opens a menu where you can choose how and whether the various labels of the horizontal axis are shown, as well as whether there are tickmarks along the axis.
The Vertical Axis button opens a menu where you can choose how and whether the various labels of the vertical axis are shown, as well as whether there are tickmarks along the axis.
The Group Labels button allows you to condense labels by date or by number. The options in the menu are grayed out unless your chart becomes so large that the labels are illegible and crowded, such as a chart with 100 or more categories.
The Format Labels button opens a menu where you can format the labels you have grouped. This button is grayed out unless you have used the Group Labels button on a large chart.

The Picture Tab

The Picture tab is made up of controls for inserting and formatting images from your computers files.

The Get Images Group

The Get Images group consists of a series of buttons for inserting images.
The From Camera button opens the Select Photo Source dialog box, where you can specify the drive to which your digital camera or memory card is attached.
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.

Clicking on the Work Area to Add a Symbol from the Library If you hold down the Shift key while clicking on the symbol in the gallery, you can click on the Work Area multiple times to add the same shape several times. When youre done adding the symbol, press the Esc key.
Finding More Symbols Youre not just restricted to one library of symbols. SmartDraw has hundreds of libraries of symbols which you can always access. Above the symbol gallery (when its present) in SmartPanel, youll find the Library Selector menu button. Click this button for more options:
The Library Selector Menu For some visual types, there will be other libraries for you to choose from in the Library Selector menu. For example, in the gallery for Planograms, shown above, the Shelf Units and Storage library is open, but there are also Clothing and Products libraries available as well. Click on one of these libraries to open it in the gallery. If none of the offered libraries has the symbol you want to add, click More in the Library Selector menu to open the More Symbols dialog box.
The More Symbols Dialog Box
In this dialog box, you can type in a keyword to search for a particular symbol using the search bar at the top of the left column. When you click the Search button, a folder called Search Results appears with all the libraries containing symbols related to your keyword search. You can preview a library by positioning your cursor over the library name, or click on the library name to show the library in the area on the right side of the dialog box.
Positioning the Cursor Over a Library to Preview It You can also browse the libraries using the explorer tree. The libraries are organized into folders based on the visual for which they are intended, with the exception of the Clip Art folder. Click one of the icons to view the contents of that folder.
When you have found a library youd like to open, click on its name and click Open Library at the bottom of the dialog box. Once you have opened all the libraries you want, click OK. All of the libraries you opened appear in the Library Selector menu.
Symbol Libraries Although SmartDraws large variety of symbol libraries should usually leave you satisfied, you have the ability to add and customize libraries of your own. Creating a New Symbol Library You can create a new, empty library, or you can import a folder of images into a new library. You can create an empty library to which you will be able to add symbols manually and one at a time. To do this, click the SmartDraw Button in the top left corner of the window, then position your cursor over Utilities. In the menu that appears to the right, click Create Library.

The Image Fill Type Menu You can also import your own images with which to fill a series. While the series is selected, click Import Image in the Style group and search your computer for the image of your choice. The image you choose is instantly inserted into the series. Want to search for more SmartDraw symbol libraries? Click Libraries in the Style group, then choose More. For more on how to use the More Symbols dialog box, see Finding More Symbols.

Working with Maps

SmartDraw offers two different types of map template. The Map template offers symbols in the shape of countries and states which you can stamp. The Live Map template uses Google to build a custom map, to which you can also add overlays representing data you import. This section will cover Live Maps. To insert a Live Map from the Live Map template, begin by clicking Insert Map in SmartPanel.
The Insert Map Button in Live Maps SmartPanel However, you dont have to use the Live Maps template to create a Live Map. For example, you can directly insert a map into a flyer or floor plan. This is because you can always find the Map button on the Insert tab, which will lead you to the same Google Maps tool. Clicking either Insert Map in the Live Map SmartPanel or Map on the Insert tab will open the Google Maps tool window, where you can enter a location or address to get started.
The Google Maps Tool Window Within this window, you can use the controls on the left side to further customize your map. The Map Type menu button allows you to choose between a road map, a satellite image, or a satellite image with roads superimposed on it. | Chapter 4: Working with Items in the Work Area 172
The Zoom slider allows you to zoom in or out on the map. You can also use the scroll wheel on your mouse. The Map Size menu button allows you to choose from a variety of sizes for the area of map shown. This changes the actual size of the viewing square, whereas the zoom changes the size of the features of the map. The remainder of the Format group is used only if you use the Overlays group below it, so we will return to it after discussing the Overlays group. The Overlays group allows you to insert markers and overlays highlighting the locations you wish to illuminate in your custom Live Map. If you want to plot something like regional sales or the location of offices, and this data is already in a spreadsheet or outline, click Add Data & Markers to import data from a file with a format like.TXT,.CSV,.TSV,.XLS, or.XLSX. Or you can choose to paste or type your data into the dialog box. SmartDraw will automatically read your data and place a marker at each location. Under the Add Data & Markers button is a tree of checkboxes for countries, states, zip codes, cities, and so on. Click a checkbox to automatically generate an outline of that region.

flowchart so that the lines do not interfere with each other. In Web Page Annotations, the screenshot of the web page is on a different layer from the annotation symbols. Layers also make it easy to create a worksheet with an answer key that can be hidden. The Swim Lane Flowcharts and Web Page Annotations templates start with layers already created for you. For all other visual templates, you must add your own layers if you would like to use them. Begin by clicking the Layers button in the Page Setup group of the Page tab. In the menu that appears, you can add or manage layers and make changes to the selected item in the Work Area with respect to the layers.
The Layers Menu Click Define Layers to open the Define Layers dialog box. Here you can add new layers, edit existing layers, and more.
The Define Layers Dialog Box Of course, there is always at least one layer to your Work Area, and its titled Default. To add another layer, click Add a New Layer. This opens a second dialog box, where you can give the new layer a title and define some properties:
Visible means that when this layer is not on top, you can still see it. When this box is unchecked, all items on that layer will disappear if another layer is selected. Clickable means that when the layer is not on top, you can still click on and manipulate items on it.
Once you have defined the new layer, click OK and the layer will be added to the list in the Define Layers dialog box. You can always edit the title and properties of the layer by selecting it in this list and clicking Edit Layer. When there are two are more layers in a visual, silver layer tabs appear at the bottom of the Work Area. You can click on these to quickly switch from layer to layer. You can also quickly change the properties of a layer by clicking on the small arrow on its tab.
Layer Tabs When you print, export, or share your visual, pay attention to which layer is on top because SmartDraw will print what is visible. If a layer which is not visible is not on top, it will not appear on the printout.
Chapter 5: Exporting, Printing and Sharing a Visual
Being able to share your finished visual quickly and easily is just as important as building it. With features such as the Quick Access Toolbar and Microsoft SharePoint integration, SmartDraw makes sure sharing your visual is a snap! | Chapter 5: Exporting, Printing and Sharing a Visual 185

Setting up the Page

As you add items to the Work Area, it will automatically expand to make room for your visual. Because of this, you may not realize how large your visual has become. When you share your visual, youll want to check the settings in order to avoid squeezing a large visual onto one page or making a 100-page file or printout. Click Work Area in the Page Setup group of the Page tab to open the Set the Work Area dialog box.

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