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Process Commander uses an ActiveX control to support working with flows in Microsoft Visio. Follow these steps to set up Microsoft Visio to work with Process Commander flows.

Visio Versions

Process Commander V6.1 SP2 operates with Visio 2003 and higher versions (2007, 2010).

NoteVisio 2007 and 2010 on Vista and Windows 7:

When running in one of these configurations, upon clicking the Process Commander Flow Editor icon, you might find that Visio opens in an external application window instead of within the Process Commander flow editor.

The reason is because Microsoft Office 2007 and Office 2010 set the BrowserFlags registry value for products of the Office suite to open files directly within the appropriate Office application and not within an Internet Explorer session. To enable Visio 2007 and Visio 2010 on Vista and Windows 7 to open in the Process Commander Flow Editor, complete the steps found in the Pega Developer Network article PRKB-26031 Troubleshooting: Visio 2007 opens in an external application window, not within the Flow Editor.

Visio macro security settings and Process Commander

When you open a flow rule as a developer, the system uses an ActiveX control named prVisioInterface and downloads it to your system. Because the control contains VBA (Visual Basic for Applications) macros for use by the Process Commander Visio flow editor, Visio treats the download as a potential security issue.

You can control the Visio macro security settings to allow use of the Process Commander Visio flow editor by using one of the following options.

Option 1: Add Pegasystems as a trusted source of Visio XP macros

The following warning may appear when you first open a flow in Visio.

  1. Make the selection for trusting this publisher (source).

    This adds Pegasystems Inc. to the Trusted Publishers list. Pegasystems Inc. has digitally signed the Visio macros with a Code Signing (class 3) Digital ID Certificate from VeriSign.

    The  Enable Macros    button becomes available.

  2. Click  Enable Macros   to start a successful Visio flow editing session.

After making these selections, this dialog box does not appear again in future uses of the Process Commander flow editor.

Option 2. Set Visio macro security to a lower setting
An alternative to adding Pegasystems as a trusted source is to set your Visio macro security to allow for enabling macros with or without notifying you:
  1. Visio 2002 Security dialogIn Visio, access the security settings for macros.

    The steps to access these security settings are different depending on your version of Visio:

    1. In Visio 2003, select Tools> Macros> Security menu item to access the Security dialog box.
    2. In Visio 2007 and 2010, go to the Trust Center Settings to access the macro security settings.
  2. Set the Visio Macro security level to give prompting (select Medium or Disable all macros with notification) or to enable without prompting (select Low or Enable all macros).
  3. Click  OK  .

Notes

DefinitionsActiveX control
Related topicsTroubleshooting Visio

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