使用自動的服務帳戶設定 Visio Services 資料重新整理在 SharePoint Server 2016Configure Visio Services data refresh in SharePoint Server 2016 by using the unattended service account

摘要:若要使用自動的服務帳戶重新整理資料的 SharePoint Server 中設定 Visio Services。Summary: Configure Visio Services in SharePoint Server to refresh data by using the unattended service account.

設定 Visio services 自動的服務帳戶包含下列步驟:Configuring an unattended service account for Visio Services consists of the following steps:

  1. 建立用於資料存取的帳戶Create an account to use for data access

  2. 針對資料來源上的資料存取帳戶建立登入資料Create a logon for the data access account on the data source

  3. 建立使用資料存取帳戶認證的 Secure Store 目標應用程式Create a Secure Store target application that uses the data access account credentials

  4. 設定 Visio Services 自動的服務帳戶使用安全認證儲存目標應用程式Configure Visio Services to use the Secure Store target application for the unattended service account

  5. 使用 Visio 建立 Office 資料連線 (ODC) 檔案並將它發佈至 SharePoint 資料連線庫Create an Office Data Connection (ODC) file by using Visio and publish it to a SharePoint data connection library

  6. 使用 ODC 檔案做為在 Visio 中的資料來源Use the ODC file as a data source in Visio

第一個步驟是建立要用於資料存取的帳戶。請讓網域管理員建立您可用來存取資料來源的 Active Directory 帳戶。The first step is to create an account to use for data access. Have your domain administrator create an Active Directory account that you can use to access your data sources.

重要

Visio Services 自動的服務帳戶需要 Active Directory 帳戶。您無法使用非 Windows 帳戶。Visio Services requires an Active Directory account for the unattended service account. You cannot use a non-Windows account.

一旦建立帳戶之後,請遵循下列步驟在 SQL Server 中建立資料存取帳戶的登入。(如果您使用 SQL Server 以外的資料來源,請參閱您的資料來源資料的讀取權限的資料存取帳戶建立登入的指示)。Once the account has been created, follow these steps to create a logon for the data access account in SQL Server. (If you are using a data source other than SQL Server, see the instructions for your data source to create a logon with data read permissions for the data access account.)

若要建立資料存取帳戶的 SQL Server 登入To create a SQL Server logon for the data access account

  1. 在 SQL Server Management Studio 中,連線至資料庫引擎。In SQL Server Management Studio, connect to the database engine.

  2. 在 [物件總管] 中,展開 [安全性]。In Object Explorer, expand Security.

  3. 在 [登入] 上按一下滑鼠右鍵,然後按一下 [新增登入]。Right-click Logins, and then click New Login.

  4. 在 [登入名稱] 方塊中,輸入您為資料存取所建立的 Active Directory 帳戶名稱。In the Login name box, type the name of the Active Directory account that you created for data access.

  5. 在 [選取頁面] 區段中,按一下 [使用者對應]。In the Select a page section, click User Mapping.

  6. 選取您想要提供存取,然後在資料庫的 [對應] 核取方塊資料庫角色成員資格:<資料庫>] 區段中,選取 [ db_datareader]核取方塊。Select the Map check box for the database that you want to provide access to, and then in the Database role membership for: <database> section, select the db_datareader check box.

  7. 按一下 [ OK ]。Click OK.

您已建立資料存取帳戶的登入並授與帳戶存取資料來源之後,您必須建立包含的資料存取帳戶認證的 Secure Store 目標應用程式。After you have created a logon for the data access account and granted the account access to your data source, you must create a target application in Secure Store to contain the credentials for the data access account.

若要建立自動的服務帳戶的目標應用程式To create a target application for the unattended service account

  1. 在 SharePoint 管理中心網站首頁上,按一下 [應用程式管理] 區段中的 [管理服務應用程式]。On the the SharePoint Central Administration website home page, in the Application Management section, click Manage service applications.

  2. 按一下 [Secure Store Service 服務應用程式]。Click the Secure Store Service service application.

  3. 在功能區上,按一下 [新增]。On the ribbon, click New.

  4. 在 [目標應用程式識別碼] 方塊中輸入目標應用程式 (例如 VisioServicesUnattended) 的識別碼。In the Target Application ID box, type an ID for the target application (for example, VisioServicesUnattended).

  5. 在 [顯示名稱] 方塊中輸入目標應用程式的名稱。In the Display Name box, type a name for the target application.

  6. 在 [連絡人電子郵件] 方塊中輸入電子郵件地址。In the Contact E-mail box, type an email address.

  7. 在 [目標應用程式類型] 下拉式清單中,選取 [群組]。In the Target Application Type drop-down list, select Group.

  8. 按 [下一步]。Click Next.

  9. 保留預設認證欄位] 和 [下一步Leave the default credential fields, and then click Next.

  10. 在 [指定成員資格設定] 頁面上:On the "Specify the membership settings" page:

  11. 在 [目標應用程式管理員] 方塊中,輸入將管理此帳戶的使用者帳戶。In the Target Application Administrators box, type the account of the user who will administer this account.

    注意

    您可以輸入多個名稱,或輸入要管理此目標應用程式的使用者隸屬的 Active Directory 群組名稱。You can type multiple names or the name of an Active Directory group that contains the users whom you want to administer this target application.

  12. 在 [成員] 方塊中,輸入 Everyone。In the Members box, type Everyone.

    注意

    授與廣泛的資料庫存取適合自動的服務帳戶。您可以限制使用者可以存取特定的 Active Directory 群組的自動的服務帳戶如果您想要不過請注意只有一個自動的服務帳戶可建立的每個 Visio Services 服務應用程式。The unattended service account is intended for granting broad database access. You can restrict the users who have access to the unattended service account to a specific Active Directory group if you want, but be aware that only one unattended service account can be created per Visio Services service application.

  13. 按一下 [ OK ]。Click OK.

建立目標應用程式之後,您必須設定目標應用程式以使用您建立的資料存取帳戶的認證。請使用下列程序設定認證。After the target application has been created, you must set the target application to use the credentials for the data access account that you created. Use the following procedure to set the credentials.

設定目標應用程式的認證To set the credentials for the target application

  1. 在 Secure Store Service 應用程式頁面上的 [目標應用程式識別碼] 欄中,指向您剛建立的目標應用程式,按一下出現的箭頭,然後按一下 [設定認證]。On the Secure Store Service Application page, in the Target Application ID column, point to the target application that you just created, click the arrow that appears, and then click Set Credentials.

  2. 在 [ Windows 使用者名稱] 方塊中輸入您為資料存取所建立的 Active Directory 帳戶。In the Windows User Name box, type the Active Directory account that you created for data access.

  3. 輸入帳戶的密碼並加以確認。Type and confirm the password for the account.

  4. 按一下 [ OK ]。Click OK.

已完成之目標應用程式設定。下一步是要用於此目標應用程式指定為 Visio Services 自動的服務帳戶。若要在 Visio Services 通用設定中設定自動的服務帳戶使用下列程序。The target application configuration is now complete. The next step is to designate this target application for use as the unattended service account in Visio Services. Use the following procedure to configure the unattended service account in Visio Services Global Settings.

設定 Visio Services 通用設定To configure Visio Services Global Settings

  1. 在管理中心首頁上,按一下 [應用程式管理] 區段中的 [管理服務應用程式]。On the Central Administration home page, in the Application Management section, click Manage service applications.

  2. 在 [管理服務應用程式] 頁面上,按一下 [Visio Services 服務應用程式。On the Manage Service Applications page, click the Visio Services service application.

  3. 在 「 管理 Visio Graphics Service 」 頁面中,按一下 [通用設定]。On the Manage the Visio Graphics Service page, click Global Settings.

  4. 在 [Visio Graphics Service 設定] 頁面上 [外部資料] 區段的 [應用程式識別碼] 方塊中輸入您剛建立的安全認證儲存目標應用程式的識別碼。On the Visio Graphics Service Settings page, in the External Data section, in the Application ID box, type the ID of the Secure Store target application that you just created.

  5. 按一下 [ OK ]。Click OK.

設定 Visio Services 通用設定] 中的外部資料設定之後, 自動的服務帳戶便設定妥當使用。Once you have configured the External Data setting in Visio Services Global Settings, the unattended service account is configured and ready to use.

下一步是建立 ODC 檔案指定自動的服務帳戶。您可以在 Visio 中建立 ODC 檔案做為圖表建立程序的一部分。The next step is to create an ODC file that specifies the unattended service account. You can create the ODC file in Visio as part of your diagram creation process.

請使用下列程序建立 ODC 檔案並建立資料連線的繪圖。Use the following procedure to create an ODC file and create a data-connected drawing.

若要在 Visio 中建立 ODC 檔案並連結資料至圖形To create an ODC file and link data to shapes in Visio

  1. 在 Visio 中開啟圖表或建立新的圖表。In Visio, open a diagram or create a new diagram.

  2. 在功能區] 上按一下 [資料] 索引標籤和 [連結資料至圖形On the ribbon, click the Data tab, and then click Link Data to Shapes.

  3. 在 [連線至資料庫伺服器] 頁面上,輸入您的資料庫伺服器的名稱並再按 [下一步On the Connect to Database Server page, type the name of your database server, and then click Next.

  4. 在 [選取資料庫及資料表] 頁面中選取您要連線、 的資料庫,然後按 [下一步On the Select Database and Table page, select the database to which you want to connect, and then click Next.

  5. 在「儲存資料連線檔案和完成」頁面上:On the Save Data Connection File and Finish page:

  6. 按一下 [驗證設定]。Click Authentication Settings.

  7. 在 [ Visio Services 驗證設定] 對話方塊中,選擇 [] 選項然後按一下 [確定]On the Visio Services Authentication Settings dialog box, choose the None option and click OK.

  8. 按一下 [瀏覽]。Click Browse.

  9. 瀏覽至資料連線庫。Browse to a data connection library.

    注意

    Visio Services 不需要 ODC 檔案會儲存至資料連線庫。不過,為了簡化管理,建議使用的資料連線庫來儲存所有資料連線檔案。Visio Services does not require that ODC files be saved to a data connection library. However, for easiest administration, we recommend using data connection libraries to store all your data connection files.

  10. 輸入 ODC 檔案的名稱,然後按一下 [儲存Type a name for the ODC file, and then click Save.

  11. 按一下 [完成]。Click Finish.

  12. 如果出現 [ Web 檔案內容] 對話方塊,請按一下 [取消]。If the Web File Properties dialog box appears, click Cancel.

  13. 在 [選取資料連線] 頁面上按一下 [完成]。On the Select Data Connection page, click Finish.

  14. 將資料連線到圖表中的圖形。Connect the data to the shapes in your diagram.

  15. 當您準備好儲存繪圖時,按一下 [檔案]、 按一下 [儲存],然後瀏覽至 SharePoint 文件庫。When you are ready to save the drawing, click File, click Save, and then browse to a SharePoint document library.

  16. 輸入檔案名稱,和 [儲存Type a file name, and then click Save.

已發佈圖表之後, 即可用來檢視使用 Visio Services。當圖表中的資料重新整理時,它會使用您指定的 ODC 檔案。[] 選項中的 ODC 檔案指定將會造成 Visio Services 使用自動的服務帳戶。Once the diagram has been published, it is available to view by using Visio Services. When the data in the diagram is refreshed, it uses the ODC file that you specified. The None option specified in the ODC file will cause Visio Services to use the unattended service account.

一旦 ODC 檔案已儲存的資料連線庫,您可以連線至直接時將資料連結至 Visio 中的圖形。這可讓您在共用多個 Visio 圖表之間的單一資料連線檔案。Once the ODC file has been saved to the data connection library, you can connect directly to it when linking data to shapes in Visio. This allows you to share a single data connection file among multiple Visio diagrams.

請使用下列程序連線至現有的 ODC 檔案:Use the following procedure to connect to an existing ODC file.

使用 ODC 檔案建立資料連線的圖表To create a data-connected diagram by using an ODC file

  1. 在 Visio 中開啟圖表或建立新的圖表。In Visio, open a diagram or create a new diagram.

  2. 在功能區] 上按一下 [資料] 索引標籤和 [連結資料至圖形On the ribbon, click the Data tab, and then click Link Data to Shapes.

  3. 在精靈的 [資料選取器] 頁面上按一下 [先前建立連線,並再按 [下一步On the Data Selector page of the wizard, click Previously created connection, and then click Next.

  4. 在 [選取資料連線] 頁面上按一下 [瀏覽]。On the Select Data Connection page, click Browse.

  5. 在 [現有連線] 對話方塊中,按一下 [瀏覽更多]。On the Existing Connections dialog box, click Browse for More.

  6. 在 [資料選取器] 對話方塊的 [ URL ] 方塊中輸入您儲存 ODC 檔案並將資料連線庫的 URL,然後按 Enter 鍵。In the Data Selector dialog box, in the URL box, type the URL of the data connection library where you saved the ODC file, and then press Enter.

  7. 選取 ODC 檔案,然後按一下 [開啟Select the ODC file and then click Open.

  8. 在 [選取資料連線] 頁面上按一下 [完成]。On the Select Data Connection page, click Finish.

  9. 將資料連線到圖表中的圖形。Connect the data to the shapes in your diagram.

  10. 當您準備好儲存繪圖時,按一下 [檔案]、 按一下 [儲存],然後瀏覽至 SharePoint 文件庫。When you are ready to save the drawing, click File, click Save, and then browse to a SharePoint document library.

  11. 輸入檔案名稱,和 [儲存Type a file name, and then click Save.

另請參閱See also

概念Concepts

使用外部資料連線設定 SharePoint Server 中的 Visio Services 資料重新整理Configure Visio Services data refresh in SharePoint Server by using external data connections