Course Code: CENG-12
Goal: Gain a comprehensive understanding of how Microsoft Visio integrates with CUBE Edge to streamline engineering workflows. Learn how to effectively install, verify, update, and maintain the CUBE Visio Add-In for seamless system design and documentation.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Beginner to Intermediate (Technical Setup & Configuration Focused)
Resources Provided:

• CUBE Visio Add-In Installation Guide (PDF).
• Add-In Download Link.
• Troubleshooting Quick Reference.
• Update/Uninstall Checklist.
• Sample Visio File with CUBE Integration Active
  

Learning Objectives

By the end of this session, participants will be able to:

• Understand the role of Visio in control system design and documentation.
• Identify key benefits and workflows made possible by the CUBE Visio Add-In.
• Complete the full installation process of the CUBE Visio Add-In.
• Verify successful installation and integration within the Visio ribbon interface.
• Apply best practices for updating or uninstalling the add-in.
• Troubleshoot common installation or usage issues
  

Session Agenda

12.1 Overview of Visio for Control System Design

• Introduction to Microsoft Visio as an engineering tool.

• Why Visio is used in the building automation, low-voltage, and control systems space.

• Common outputs created with Visio:
  

• Device layouts.

• Network diagrams.

• I/O schematics.

• Panel elevation views
  

12.2 Purpose and Use Cases of the CUBE Visio Add-In

• What the CUBE Visio Add-In enables:
  
  
• Linking components to Visio symbols.
• Generating system schematics based on estimate data.
• Enhancing visual documentation workflows.
• Use cases for engineers, estimators, and CAD/graphics users.
• How the integration supports documentation handoff and drawing standardization
  

12.3 Download and Installation Steps

• Accessing the official download link via the CUBE support site or resource center.

• Required system prerequisites:
  

• Microsoft Visio version.

• CUBE system permissions.

• .NET/Office components
  

• Step-by-step live walkthrough of the installation process.

• Common installation pitfalls and how to avoid them
  

12.4 Best Practices for Uninstalling and Updating

• When to uninstall: version conflict, reinstallation, system refresh.

• Clean removal of the add-in using Windows or 3rd-party uninstaller tools.

• How to update without losing existing settings or templates.

• Backing up user data (custom stencils, settings, configuration files) before upgrade,

12.5 Verifying Installation in the Visio Ribbon

• How to confirm successful installation:
  

• Ribbon tab visibility.

• Function test (e.g., insert symbol, launch dialog)
  

• What to do if the tab is missing or unresponsive.

• Verifying integration with a sample drawing
  

12.6 Troubleshooting Common Issues

• Installation does not complete: permissions, version mismatch.

• Ribbon tab does not appear: how to manually enable the add-in.

• Crashes or performance lag: resolving conflicts with other add-ins.

• Support path: internal help, online knowledge base, or contacting CUBE support
  

Hands-On Exercises

Participants will:

• Download and install the CUBE Visio Add-In
  
• Open Visio and verify installation via the CUBE tab in the ribbon.
• Launch a sample project and test key functions (e.g., insert component, open symbol library).
• Uninstall and reinstall the add-in using best practices.
• Troubleshoot a simulated error with instructor guidance
  

Post-Session Action Items

To reinforce learning, participants are encouraged to:

• Install or update the Visio Add-In on their primary workstations.
• Test CUBE-Visio functions using live project data or a sample file.
• Document installation steps and save local copies of any stencils or templates.
• Reach out to IT or system administrators to ensure long-term support for add-in use

Note: When scheduling, make sure to include this session code: CENG-12.

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