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Get-csRgsWorkflowDiagram: Auto Diagram Your Skype for Business (Lync) Response Groups With Visio

 

Get-csRgsWorkflowDiagram uses Powershell to output your Response Group(s) to a txt file that can be imported into Visio to display in a visual format that is much easier to follow. Below is an example:

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You can run Get-csRgsWorkflowDiagram without command line input and it will prompt you csv output path and filename and response group name.

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Or you can input parameters from command line: (the below will output all response groups to n:\temp\r55.csv)

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The below example will output a specific response group named “_Int Service Group” and will open Vision and the Org Chart Wizard after its done.

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NOTE: Passing –ResponseGroupName value of “*All” will add ALL response groups to the file. Visio will chart one RGS per Visio page.

Import the CSV File Into Visio

This can be done using command line: (where ‘N:\temp\r55.csv’ is visio csv file)

OrgWiz.exe /FILENAME=N:\temp\r55.csv /NAME-FIELD=Name /MANAGER-FIELD=ReportsTo /DISPLAY-FIELDS=Name,Title,More

NOTE: OrgWiz.exe is located in the Office folder (something like C:\Program Files (x86)\Microsoft Office\Office15)

…or using the Org Chart Wizard:

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We will be creating this “Org chart” from “Information that’s already stored in a file or database” and Next

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Our script output the file to .csv so we will select “Text or Excel file” and click Next

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Enter the path and filename and click Next

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Define the org chart by select Name:=Name; Reports to:=ReportsTo

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Now select what fields you want displayed on each object in the chart. (your discretion)

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We are currently not populating a “Shape Data Field” so you can let this empty/as it.

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How Org Chart” is designed: just let defaults

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The Visio Org Chart Wizard has a bug in that it does render Org Charts in sorted order so you might want to go to  Design | Re-Layout Page to sort objects by ID.

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You could also select all object and change color/shapes.

Voila-Visio Diagram (Hung Group example)

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Example of a Interactive Response Group:

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Current limitations:

  • Currently this tool is BETA
  • Get-csRgsWorkflowDiagram only follows “DefaultAction” branch of RGS Workflow (to be extended in subsequent versions) Now included in script
  • 1 RGS Workflow at a time. (in future can generate all or a group of RGS at one time) Now included in script.
  • Does not support Interactive Response Group at this time. (working on it)
    • IRG are now supported but Queue details are not charted (under a question) at this time
  • There is a command line switch (-OpenVisio) that will open Visio and the Org Chart Wizard, but at the moment it does not automate the Visio Org Chart Wizard.
  • The script is not signed, so you may need to copy past to run at this time.

Download Here:
http://gallery.technet.microsoft.com/office/Get-csRgsWorkflowDiagram-b4465297

Update History:

  • 1.00 – Does Queue based RGS diagrams
  • 1.01 – Added IRG based RGS
  • 1.01 – Ability to diagram all RGS Workflows at one time using –ResponseGroupName *All
    • 1 RGS Workflow per Visio page
  • 1.01 – many fixes
  • 2.00 – coming

I plan to add Visio Org Chart Import Wizard into PowerShell when I get a moment. If you have any suggestions for improvement, please comment or contact me.

Download Here: http://gallery.technet.microsoft.com/Get-csRgsWorkflowDiagram-b4465297

Wish you could diagram Exchange UM Auto Attendants using Visio too? You can!
http://windowspbx.blogspot.com/2014/01/get-umautoattendantdiagram-auto-diagram.html

Other:
http://visioautomation.codeplex.com/documentation

How to Automate Visio Org Chart Wizard via @visprocess: Click Here

12 comments:

  1. That is awesome!!! The amount of hours I spend in Visio doing calls flows!!! Thanks!

    ReplyDelete
  2. Tried running on a client with 4 workflows, and getting errors on line 105 for "get-csrgsqueue -Identity $QueueId", arguments is null or empty, but when I manually run the command for get-csrgsqueue, I have no issue and the identity's are definatelly not null. perhaps an array alignment issue.

    ReplyDelete
    Replies
    1. Is there any chance there is actually no Queue for that RGS Workflow? Thanks for feedback, will check that.

      Delete
    2. for the Workflow, the DefaultActions is as follows:
      DefaultAction : Prompt=
      Action=TransferToQuestion
      Question=

      Does this script only work for Hunt Groups maybe and not for IRG's at this time? It doesn't seem to want to go to the question and then discover the Queues associated with Response 1-4...

      Delete
    3. Ah, that's it! not addressing IRG's...will look into that

      Delete
    4. The latest version now supports IRG.

      Delete
  3. Nice one Matt! This definitely helps with the documentation stage of a project.

    ReplyDelete
  4. I dont use visio, too expensive for me. But I use templates from visio to import to the diagram software I use. Thanks for tutorial

    Regards,
    Creately

    ReplyDelete
  5. http://www.graphviz.org/Download..php

    ReplyDelete
  6. Matt -- great stuff! I have an thought that probably falls into the category of "no ad hoc project is ever finished because somebody always has another suggestion": it's possible to automate the operation of the Visio org chart wizard. You could add a few lines of code to your PowerShell project to actually generate the org chart rather than doing it manually. Check the resources at the end of this article for a few pointers, or contact me if you have any questions: http://rdsrc.us/mDyGyO

    ReplyDelete
  7. I would like to share with you my experience, I went to www.vinhugo.com to buy a key, to my surprise, their attitude is very good, but the key work is normal, there is very little money I spent, very happy the first purchase and recommend it to you.

    ReplyDelete