Networking

Get IT Done: Create your own custom stencils in Microsoft Visio

Discover how to create custom stencils for Microsoft Visio


Microsoft Visio comes with a variety of prefabricated shapes designed to represent components such as servers and routers in your network diagrams. You simply drag and drop these shapes into your drawing to document your network. But sometimes, the component you need isn't available and you have to draw your own. If you plan to reuse that component in other drawings, you can put it into a custom stencil you create.

Recently, I wanted to document the port assignments for my organization’s Cisco Catalyst 6509 switch, which contains three “blades” with 48 ports apiece. Each blade has four 12-port modules. I decided to draw just one 12-port module and put that shape into a stencil so that I could reuse it at any time. I’m going to show you how I did it so that you can see how to create your own custom stencils.

What is a stencil?
In Visio, a stencil appears as a window with a lime-green background containing several prefabricated drawing components, known as “masters.” Each stencil exists as a separate file with the extension .VSS. If you installed Visio in its default location, the stencil files are located in C:\Program Files\Visio\Solutions. Each subfolder in the Solutions folder contains a category of stencils, which you will see when you select File | Stencils, as shown in Figure A.

Figure A


Creating your own
None of the Network Diagram stencils contained a master that was suitable for a 12-port module on a Cisco Catalyst 6509, so I drew my own using the basic drawing tools built into Visio, as shown in Figure B.

Figure B


After completing the drawing, I wanted to turn it into a master. If you will notice back in Figure A, one of the choices when you click File | Stencils is New Stencil. When you choose this command, a blank stencil appears to the left of your screen with the default name Stencilx, where x is the sequential number of the stencils you create. To make my drawing a master in that new stencil, all I had to do was marquee-select the entire drawing (click to the left and above the drawing, drag to below and to the right of the drawing, and release) and then drag it into the blank stencil area and drop it there. The drawing immediately became a master, with an icon resembling its basic shape and the default name of Master.0.

Saving and modifying the stencil
At this point, the stencil is in edit mode. (You can tell by the red asterisk that appears in the stencil icon next to the stencil name.) You can’t take the stencil out of edit mode until you save it. To do that, right-click on the stencil title bar, as shown in Figure C, and select Save As. Since this will be a separate file, you can save it anywhere. However, it will be most useful within Visio if you save it in the Program Files\Visio\Solutions\Network Diagrams folder. Once you have done that, you can toggle the stencil between edit mode and read-only mode.

Figure C


Even after you save a stencil with a specific name, that name won't appear in the stencil's title bar. The name that appears in the title bar is a feature of the stencil's properties. To change its properties, right-click on the title bar and select Properties to open a dialog box similar to the one shown in Figure D.

Figure D


As you can see, I changed the title that appears in the title bar to Switch Ports and added a category and a description. You'll also notice that I specified several keywords. This is helpful because Visio includes a feature called Shape Explorer, which allows you to search for masters based on keywords. To use Shape Explorer, click on Tools | Macros | Shape Explorer.

Modifying the master
The last step in this process is to modify the properties of the master itself. When you right-click on the master within the stencil, you'll see the menu shown in Figure E.

Figure E


In addition to setting properties for the master, this menu will allow you to edit the master or even edit the icon that represents the master. In my case, all I needed to do was change the name of the master from Master.0 to something more useful. Since I wanted to create four of these, representing ports 1-48, I changed the name to Module 1, as shown in Figure F.

Figure F


Summary
Microsoft Visio is not a restrictive “take-it-or-leave-it” program. By enabling you to create your own stencils and masters, it lets you do exactly what you want it to do. And since the stencils are created as separate files, you can share the stencils and masters within your office or e-mail them to fellow admins so that they can use them in their own Visio diagrams.

 

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