Protecting a Visio 2007 Document

In Visio 2007, you can save your file to a SharePoint shared workspace that permits more than one person at a time to open the same Visio file. The first person to open the drawing file has write access, which means that only he or she can save changes to the original file. When a second person opens the same file, Visio 2007 displays a message, as Figure 8-3 shows. The second person can still edit the file but must save the changed drawing as a copy using a different file name.

Figure 8-3. If you open a file that someone else has open, Visio 2007 asks whether you want to open a read-only copy.


Visio 2007 provides two other ways that you can share your drawing file with others while protecting the original work:

  • Save as read-only You can save drawings and diagrams as read-only files, which means that no one can have write access to the file.

  • Lock shapes You can build protection into your drawing or diagram by locking shapes that you don’t want others to change.

The sections that follow provide more details.

Saving Read-Only Diagrams

One way you can protect a Visio 2007 file (drawing, stencil, or template) is to save a read-only version. Typically, a drawing file is saved as a read-write file, meaning that the next time you open it, you can both see (read) and make changes (write) to the file. When you save a diagram that you plan to distribute to others, you can save the file as read-only to protect it from changes. When you open a read-only file, you can edit shapes and make other changes, but that changed file must be saved under a different name. If you try to save your changes to the original file, an error message appears, as Figure 8-4 shows.

Figure 8-4. If a message like this appears when you try to save a diagram, the drawing file has been saved as a read-only file. The original file can’t be edited unless you reset the file’s read-only status in your file manager.


To save a file as a read-only file, follow these steps:

1.
Choose File, Save As.

2.
In the Save As dialog box, specify a file name and location, and then click the drop-down list arrow on the Save button to display additional options.

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3.
Select the Read Only option, and then click Save.

Visio saves the drawing file as a noneditable, read-only file.

You can get around read-only protection, though. In a file manager, you can reset the read-only status. For example, in Windows Explorer, right-click the name of the read-only file, choose Properties, and then clear the Read-Only check box on the General tab.

Locking a Diagram Against Changes

If you want to be able to save changes to a diagram but still provide protection for its contents, you can set protection locks. A protection lock disables a particular action, such as resizing a shape. You can’t lock an entire diagram against editing, but you can prevent shapes on the drawing page from being deleted, selected, or moved.

To set protection locks for a diagram, follow these steps:

1.
Select the shapes you want to protect, and then choose Format, Protection.

2.
In the Protection dialog box, click All to set all the locks, or select only the check boxes you want.

3.
Click OK.

Visio sets the locks, which means that neither you nor anyone else will be able to take any of the actions that you’ve locked until the locks are removed (by clearing the check boxes you selected in the Protection dialog box).

Inside Out: Locking layers

If you want to distribute your drawing or diagram for others to review, you can use the layers feature to protect parts of the drawing that you don’t want others to change. For example, you can assign specific shapes to a layer, and then lock that layer against changes. For details, see the section titled “Controlling Shapes with Layers” in Chapter 16, “Measuring and Dimensioning with Precision.”


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