Configure Visio Process Navigator Registry

Visio and Process Navigator can be configured through their user-interfaces, but particularly when deploying Process Navigator to numerous users, making those settings directly to the Registry through a REG file or a script can be quicker and ensure a consistent set-up.

These are the common configurations, and their related Registry settings. Note that these are all user-specific, and wouldn't require elevated permissions to apply.

Visio

  • Visio 2010 - 14.0
  • Visio 2013 - 15.0
  • Visio 2016 - 16.0

File Locations

Visio 2010, 2013, 2016: File > Options > Advanced > File Locations.

File(s) Notes Values
Drawings HKCU\Software\Microsoft\Office\<Version>\Visio\ApplicationDrawingsPath (REG_SZ) The default location from which Visio files are opened, or to which they are saved. Typically, the main location in which maps are stored, e.g.
\\TriasterServer\Triaster\TriasterServer2011\MapStore\Process Library\Sandpit Maps
Stencils HKCU\Software\Microsoft\Office\<Version>\Visio\ApplicationStencilPath (REG_SZ) The location(s) from which Visio will seek stencils. This could be a shared location on the Triaster server, e.g.
\\TriasterServer\Triaster\TriasterServer2011\MapStore\Stencil, Template and PropertiesMultiple paths can be specified, separated by semi-colons. The Process Navigator installer will add the 'Templates and Stencils' folder within the Process Navigator installation.
Templates HKCU\Software\Microsoft\Office\<Version>\Visio\ApplicationTemplatePath (REG_SZ) The location from which Visio lists templates when a new drawing is to be created. This would be the same location as for stencils.

Security

Trusted Locations

Visio 2010, 2013, 2016: File > Options > Trust Center > Trust Centre Setting >.

Setting(s) Registry Setting Values
Allow Trusted Locations on my network HKCU\Software\Microsoft\Office\;> Version;< \Visio\Security\Trusted Locations
AllowNetworkLocations (REG_SZ) 		If working from a shared map store, then this needs to be enabled if using Trusted Locations. AllowNetworkLocations = 1
User Location (0) - Path HKCU\Software\Microsoft\Office\>Version<\Visio\Security\Trusted Locations\Location0
Path (REG_SZ) 		Multiple locations can be specified. Location0 is the first such location, which would typically be a maps root, e.g.
\\TriasterServer\Triaster\TriasterServer2011\MapStore
\\TriasterServer\Triaster\TriasterServer2011\MapStore\Process Library
\\TriasterServer\Triaster\TriasterServer2011\MapStore\Process Library\Sandpit Maps
Other locations would be Location1, Location2, etc.
Stencils can contain a VBA project too, so the stencils locations should be included, e.g.
\\TriasterServer\Triaster\TriasterServer2011\MapStore\Stencil, Template and Properties
User Location (0) - Sub Folders Allowed HKCU\Software\Microsoft\Office\>Version<\Visio\Security\Trusted Locations\Location0
AllowSubfolders (REG_DWORD) 		If a maps root folder is specified as a Trusted Location, then its sub-folders should be too. AllowSubfolders = 1
This is a separate configuration for each location.

Macro Security

Visio 2010, 2013: File > Options > Trust Center > Trust Center Settings. > Macro Settings

Setting(s) Registry Setting Values
Security Level HKCU\Software\Microsoft\Office\>Version<\Visio\Security Level (REG_DWORD) (Visio, 2010, 2013) It's important that Visio on a Triaster server does not prompt with macro warnings, as that would stall an automated, non-interactive publication. On a server, we recommend macro warnings are set to the lowest level. Level = 1 VBAWarnings = 1 (Visio 2007, 2010, 2013)
Higher macro security can be configured for mappers, but Trusted Locations should be configured accordingly.
Trust access to the VBA project object model HKCU\Software\Microsoft\Office\>Version<\Visio\SecurityAccessVBOM (REG_DWORD) This needs to be enabled. AccessVBOM = 1

Save as Webpage

File > Save As > Web Page > Publish. > Advanced

Setting(s) Registry Setting Values
Output format HKCU\Software\Microsoft\Office\>Version<\Visio\Solution\SaveAsWeb\settings
priformat (REG_SZ) 		Visio's default setting is in 2010. priformat = VML
Alternate format HKCU\Software\Microsoft\Office\>Version<\Visio\Solution\SaveAsWeb\settings
secformat (REG_SZ) 		This isn't as important as the primary format, but if configured, we'd recommend PNG. secformat = PNG

Process Navigator (Analyst component)

Map Locations

Tools > Options. > Map Locations

Setting(s) Registry Setting Values
Multi-Map Root HKCU\Software\Triaster\Process Navigator Multi-Map Root (REG_SZ) This should correspond to the map store of a particular library site, e.g.
\\TriasterServer\Triaster\TriasterServer2011\MapStore\Process Library\Sandpit Maps
Transforms HKCU\Software\Triaster\Process Navigator\Analyst Edition Transforms (REG_SZ) There are rare circumstances where Process Navigator doesn't set the default path correctly, and configuring it explicitly helps, e.g.
C:\Program Files (x86)\Triaster\Process Navigator\Transforms

Command Line Automation

Tools > Options. > Command Line Automation

Setting(s) Registry Setting Values
Task Definition File HKCU\Software\Triaster\Process Navigator\Analyst Edition
Task Definition File (REG_SZ) 		There are rare circumstances where Process Navigator doesn't set the default path correctly, and configuring it explicitly helps, e.g.
C:\Program Files (x86)\Triaster\Process Navigator\Tasks.xml

Process Navigator (Mapping component)

File Locations

Process Navigator > Mapping Options. > File Locations

Setting(s) Registry Setting Values
Properties File HKCU\Software\Triaster\Process Navigator\Mapping Edition Properties XML File (REG_SZ) This should be a shared copy on the Triaster server, e.g.
\\TriasterServer\Triaster\TriasterServer2011\ProcessLibraries\Properties.xml
Template File HKCU\Software\Triaster\Process Navigator\Mapping Edition Template File (REG_SZ) This could be a shared copy on the Triaster server, e.g.
\\TriasterServer\Triaster\TriasterServer2011\MapStore\Stencil, Template and Properties\PN Template.vtx (for Visio 2010) vstm or vstx (Visio 2013/2016)
Stencil File HKCU\Software\Triaster\Process Navigator\Mapping Edition Stencil File (REG_SZ) This could be a shared copy on the Triaster server, e.g.
\\TriasterServer\Triaster\TriasterServer2011\MapStore\Stencil, Template and Properties\PN Stencil.vss

Process Navigator (Mapping component)

General

Process Navigator > Mapping Options. > General

Setting(s) Registry Setting Values
Display additional info on Activities HKCU\Software\Triaster\Process Navigator\Mapping Edition
Activity Additional Info Box (REG_DWORD) 		Navigator\Mapping Edition
Activity Additional Info Box (REG_DWORD)
To display Responsibility on Activities: Activity Additional Info Box = 1 (In conjunction with 'ShowLevelAndID')
Activity Additional Info Fields HKCU\Software\Triaster\Process Navigator\Mapping Edition
ShowLevelAndID (REG_DWORD) 		To display Responsibility on Activities:
ShowLevelAndID = 1 (In conjunction with 'Activity Additional Info Box')

Applying Configurations

Ideally, these configurations would be made after installing Visio and before installing Process Navigator, although the Process Navigator settings in particular could be made at any time. They could be applied through a script or a REG file; a template script file is attached to this page, and would require just a little editing to suit a particular set-up.

Last Reviewed: 23/1/2019