SharePoint 2007 Design, Administration & Development
Duration
Five Days
Objectives
To enable teams to best envision, design, develop, implement and evaluate how to a create a production environment with Microsoft Office SharePoint Server 2007 and Office SharePoint Designer 2007 in its everyday business activities. This course is designed to allow flex attendees based upon job relevancy of content covered on any given instructional day. This course is intensively designed for forty hours of classroom work and diligent participant application.
Course Overview and Job Roles Addressed
- This course will guide, via lecture and hands-on lab exercises, the use of Office SharePoint Server to accomplish the goals of your internal business customers.
- Primary responsibilities covered include the planning, design, and selection, deployment, customization, management, and support of LOB applications.
- Appropriate job roles include IT professionals who are responsible for developing and managing SharePoint sites and pages. Business Application Administrators (BAAs), Web Administrators and Server Administrators.
- Sections of this course provide IT professionals the skills needed to change the look and feel of a SharePoint site using SharePoint Designer.
- This course also addresses the monitoring of applications status and troubleshooting application problems for Help Desk personnel.
- This course emphasizes that students should think about the architecture of their entire environment, including business and application needs, during the planning and deployment phases.
Course Outline
Days One & Two
Module 1: Overview of Microsoft Office SharePoint Server 2007
This introductory module provides an overview of Microsoft Office SharePoint Server 2007.
Lessons
- Introduction to Microsoft Office SharePoint Server 2007
- Integrating Microsoft Office SharePoint Server 2007 in the Enterprise
- Microsoft Office SharePoint Sever 2007 Architecture
After completing this module, students will be able to:
- Describe Microsoft Office SharePoint Server 2007.
- Explain how Microsoft Office SharePoint Server 2007 integrates with many different products and systems in the Enterprise.
- Describe the Microsoft Office SharePoint Server 2007 architecture.
Module 3: Deploying Microsoft Office SharePoint Server 2007
This module provides high-level information about deployment environments and its prerequisites, and then focuses on the tasks and activities involved in installing and configuring Microsoft Office SharePoint Server 2007. The module concludes with an overview and examples of Shared Service Providers.
Lessons
- Microsoft Office SharePoint Server 2007 Deployment Architecture
- Installing Microsoft Office SharePoint Server 2007
- Managing Shared Service Providers
Lab: Planning for and Deploying Microsoft Office SharePoint Server 2007
- Creating Deployment Plans for Microsoft Office SharePoint Server 2007
- Installing Microsoft Office SharePoint Server 2007
After completing this module, students will be able to:
- Describe the Microsoft Office SharePoint Server 2007 deployment architecture.
- Install and configure Microsoft Office SharePoint Server 2007.
- Describe and manage Shared Service Providers.
Module 4: Administering Microsoft Office SharePoint Server 2007
This module sets the groundwork for the solution-specific modules that follow this one. It provides details and guidance about general administrative tasks for Microsoft Office SharePoint Server 2007.
Lessons
- Creating Microsoft Office SharePoint Server 2007 Sites
- Managing Microsoft Office SharePoint Server 2007 Features
Lab: Managing Sites and Features
- Creating and Managing Microsoft Office SharePoint Server 2007 Sites
- Activating and Deactivating Microsoft Office SharePoint Server 2007 Features
After completing this module, students will be able to:
- Describe the options that are available for centralized and decentralized site provisioning and the templates that you can use to create Microsoft Office SharePoint Server 2007 sites.
- Describe the features that are available in Office SharePoint Server 2007, their functions, and how to manage them.
Module 5: Implementing Portal Solutions
This module focuses on the portal-oriented features provided by Microsoft Office SharePoint Server 2007, by describing portal sites, collaborative features, and user profiles and audiences.
Lessons
- Creating Portal Sites
- Implementing Collaborative Features
- Implementing Users Profiles and Audiences
Lab: Implementing Collaborative Features in Portal Sites
- Creating and Managing Portal Sites
- Managing Personal Sites
- Managing User Profiles and Targeting
After completing this module, students will be able to:
- Describe the portal-based features of Microsoft Office SharePoint Server 2007.
- Describe and implement collaborative features in portal solutions.
- Describe user profiles, and how they are used in Portal-based solutions.
- Describe and implement User Profiles in portal solutions.
Module 6: Implementing Content Management Solutions
This module focuses on the content management-oriented concepts of Microsoft Office SharePoint Server 2007, by describing content management requirements, features and processes.
Lessons
- Overview of Content Management
- Managing Documents and Content with Microsoft Office SharePoint Server 2007
- Implementing Content Management Processes
- Implementing Content Management Policies
Lab: Implementing Content Management Sites and Processes
- Creating Content Management Sites
- Managing Authoring Workflows and Processes
Lab: Implementing Auditing and Policies
- Planning Records Management Solutions
- Implementing Records Management Solutions
- Creating Records Management Solutions
After completing this module, students will be able to:
- Describe the basics of the content management process, and explain how various parts of these processes are implemented in Microsoft Office SharePoint Server 2007 solutions.
- Describe content- and document-management concepts and processes in Microsoft Office SharePoint Server 2007 solutions.
- Implement standard and advanced content-management processes.
- Implement advanced features in Office SharePoint Server 2007 to enable robust policies and auditing for enterprise-level content management.
Module 8: Implementing Search and Indexing
This module focuses on the concepts, requirements, and processes for implementing search and indexing.
Lessons
- Overview of Implementing Microsoft Office SharePoint Server 2007 Search and Indexing
- Implementing Search
Lab: Implementing Microsoft Office SharePoint Server 2007 Search and Indexing
- Defining Content Sources and Scopes
- Building Indexes
- Performing Searches
After completing this module, students will be able to:
- Explain the search and indexing features of Microsoft Office SharePoint Server 2007, and explain which features are provided by Windows SharePoint Services and which are provided by Microsoft Office SharePoint Server 2007.
- Describe the process of defining content to be indexed, indexing that content, and performing searches.
Module 9: Maintaining and Optimizing Microsoft Office SharePoint Server 2007
This module focuses on the day-to-day maintenance, monitoring and optimization concepts, processes and requirements.
Lessons
- Implementing Microsoft Office SharePoint Server 2007 Backup and Restore
- Monitoring Microsoft Office SharePoint Server 2007
- Performance Tuning and Optimization of Microsoft Office SharePoint Server 2007 Solutions
Lab: Backing Up and Restoring Microsoft Office SharePoint Server 2007 Configurations and Data
- Performing Backups Operations
- Performing Restore Operations
Lab: Monitoring and Optimizing Microsoft Office SharePoint Server 2007 Solutions
- Monitoring Microsoft Office SharePoint Server 2007
- Optimizing Microsoft Office SharePoint Server 2007
After completing this module, students will be able to:
- Describe the factors that affect the backup and restoration of Microsoft Office SharePoint Server 2007 data, and the processes for performing backup and restore operations.
- Describe the Microsoft Office SharePoint Server 2007 performance counters, and explain the significance of the most important counters.
- Describe the process and concepts of monitoring and tuning Microsoft Office SharePoint Server 2007-based operations, explain the difference between throughput and response times, describe the factors that affect these two measurements, and describe approaches that can be used to increase throughput and/or response times.
Days Three & Four
Module 10
Lesson 10.1: Starting Out
- What is SharePoint Designer?
- What's New in SharePoint Designer 2007?
- Opening SharePoint Designer
- Interface Overview
- Closing SharePoint Designer
Lesson 10.2: Interacting with SharePoint Designer
- Using SharePoint Designer's Menus
- Using the Common Toolbar
- Moving Toolbars
- Hiding & Showing Toolbars
- Using the Status Bar
Lesson 10.3: Navigating Through Your Site
- Using the Folder List
- Switching Views in the Main Pane
- Viewing Site Reports
- Modifying Site Settings
Module 11
Lesson 11.1: Using Data Sources
- The Data Source Library
- Adding an XML Source File
- Adding an ASP.NET Source
- Removing a Data Source
Lesson 11.2: More Data Source Commands
- Creating a Data View
- Using Data Source Properties
- Filtering Data
- Sorting Data
- Applying Conditional Formatting
- Refreshing Data
Lesson 11.3: What is ASP.NET?
- Inserting an ASP.NET Control
- Types of ASP.NET Controls
- Modifying ASP.NET Control Properties
- Programming ASP.NET Controls
- ASP.NET Data Controls
- Technical Issues
Lesson 11.4: Adding SharePoint Web Zones
- What is a Web Zone?
- Creating a Web Zone
- Modifying Web Zone Properties
- Removing a Web Zone
Lesson 11.5: Interactive Buttons
- Interactive Buttons
- ASP.NET Image Buttons
- Adding an Image to the Button
- Adding a script for the Image Button
Lessong 11.6: Using SharePoint Templates
- Requirements for Using SharePoint Templates
- Creating a Web Site from a SharePoint Template
- Creating a Web Page from a Template
- Exporting a Site as a Template
Module 12
Lesson 12.1: Adding Behaviors
- Using the Behaviors Pan
- Adding a Behavior
- Editing a Behavior
- Removing a Behavior
Lesson 12.2: Doing more with Data Views
- Data View Review
- Linking Data Sources
- Displaying the Data from the Linked Data Sources
- Manipulating Records in a Data View
Lesson 12.3: Data Forms
- Inserting a Data View as a Form
- Adding a Built-In Form Action
- Adding a Form Action Link
- Adding a Custom Action
Module 13
Lesson 13.1: Master Pages
- About Master Pages
- Creating a Master Page
- Editing Master Pages
- Setting an Existing Page as Master
- Creating a Content Page
- Attaching or Detaching a Master Page
Lesson 13.2: Using Text Styles
- Using the Apply Styles Pane
- Creating a Style
- Setting Style Options
- Applying a Style to Text
Lesson 13.3: Managing Text Styles
- Modifying a Style
- Renaming a Style
- Copying a Style
- Deleting a Style
Lesson 13.4: Using Style Sheets
- What are CSS Style Sheets
- Attaching a Style Sheet
- Opening a Style Sheet
Lesson 13.5: Creating a CSS Style Sheet
- Using the New CSS Command
- CSS Language Basics
- Advanced CSS Syntax
- Building a Cascading Style Sheet
- Modifying a CSS Document
- Using the CSS Properties Task Pane
- Linking a Cascading Style Sheet
Module 14
Lesson 14.1: Using Contributor Settings
- What are Contributor Settings?
- The Contributor Settings Task Pane
- Specifying Contributor Settings
- Using Region Types
- Working as a Contributor
Module 15
Lesson 15.1: Setting SharePoint Options
- Startup Options
- SettingService Options
- Customizing Reports
- Setting Editor Options
Day Five: InfoPath
Section 1
1.1: Starting Out
- What is Microsoft InfoPath?
- What's New in InfoPath 2007?
- An XML Printer
- Opening InfoPath 2007
- Using the Getting Started Window
- Interface Overview
- Closing InfoPath 2007
1.2: Interacting with InfoPath
- Using Menus
- Using the Standard Toolbar
- Using the Formatting Toolbar
- Using Task Panes
1.3: Customizing InfoPath
- Moving Toolbars
- Hiding & Showing Toolbars
- Creating Toolbars
- Deleting Toolbars
- Modifying Menus
- Resetting Toolbars and Menus
1.4: Working with Files
- Saving Files
- Opening Files
- Switching Between Open Files
- Window Controls
- Closing Files
1.5: Getting Started with Forms
- Choosing a Form
- Form Tasks
- Creating a New Form
- Searching for Templates
1.6: Getting Help in InfoPath
- Using the Help Menu
- Using the Help Window
- Type a Question for Help
- Getting Help in a task pane
Section 2: Working with Basic Forms
2.1: Filling out Forms
- Opening a Form
- Understanding the Form
- Entering Data
- Saving your Form
2.2: Designing a Form
- Using the Design a Form Window
- Using the Design Tasks Task Pane
- Setting the Layout
- Using the Tables Toolbar
2.3: Basic Editing Commands
- Selecting Objects
- Using Cut, Copy and Paste
- Undo and Redo
- Resizing Objects
- Moving Objects
- Aligning Controls and Labels
2.4: Color and Formatting
- Basic Text Effects
- Changing Text Color
- Changing Font Type and Size
- Aligning Text
- Applying a Background Color
- Using Color Schemes
2.5: Finishing your Form
- Adding Controls
- Using Data Sources
- Switching Controls
- Running the Design Checker
- Protecting a Form
- Using Security Levels
- Testing a Form
- Publishing to a Shared Network Folder
Section 3: Printing and Viewing Forms
3.1: Using the Views Task Pane
- Opening the Vies Task Pane
- Creating a View
- Choosing a View
- Creating a Print Version
3.2: Using the View Properties Dialogue
- Opening the View Properties Dialogue
- Using the General Tab
- Using the Text Settings Tab
- Using the Print Settings Tab
- Using the Page Setup Tab
3.3: Using Print Preview:
- Opening Print Preview
- Using the Print Preview Toolbar
- Use the Zoom Feature
- Navigating Print Preview
3.4: Printing a Form
- Print Commands
- Using the Print Dialgoue
- Setting Printer Options
- Setting Copies and Page Ranges
Section 4: Doing more with Forms
4.1: Working with Data
- About XML Schemes
- Using Data Bindings
- Adding Resource Files
- Managing Data Connections
4.2: Importing and Publishing
- Importing a Form from Word
- Importing a Form from Excel
- Importing a Form by E-mail
4.3: More on Form Templates
- Anatomy of a Form Template
- Editing an Existing Template
- Inserting Images
- Creating a Template Part
- Adding a Template Part to a Form
- Form Template Properties
4.4: Customizing InfoPath Options
- Using the Trust Center
- Customizing General Options
- Using Design Options
- Using Advanced Options
- Access the Form Options Dialogue
Section 5: Advanced Form Tasks
5.1: Form Programmability
- Adding Application Logic to a Form
- Setting Data Validation
- Applying Conditional Formatting
- Auto-Populating Data
- Running the Logic Inspector
5.2: Working with SharePoint
- Prerequisites
- Publishing an InfoPath Form to a SharePoint Services Site
- Creating and Filling Out a Form on SharePoint
- Using SharePoint Views
- Using SharePoint Lists in Infopath
- Submitting Forms to a SharePoint Site
5.3: Using Forms with SharePoint Workflows
- Forms and Workflows
- Publishing the Form
- Adding a Workflow
- Adding a Data Connection to Receive workflow information
- Creating a new form view for the workplace
- Changing the Form in Response to Workflow Status
5.4: Databases, XML Data Sources, and Advanced Controls
- Creating a Form from an XML Schema
- Creating a Form from an XML File
- Creating a Form from a Database
- Querying a Database
- Submitting Data
- Repeating Tables and Master/Detail Controls
