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SharePoint Training - Course Syllabus

Course:  Applying SharePoint 2007 - MOSS Advanced Features (Level 200 - Intermediate)

Introduction

The goal of this 3 day, instructor-led training course is to provide students with the knowledge and skills necessary to take advantage of many of the advanced features of Microsoft Office SharePoint Server (MOSS) 2007.  This course is the second course in a two part series.  The first course in the series, Applying SharePoint 2007 - MOSS Core Features covers the core features that are common to both Windows SharePoint Services v3 and Microsoft Office SharePoint Server (MOSS) 2007. 

This course will focus on Enterprise Content Management (including Web Content Management, and Records Management), basic branding with Master Pages, an introduction to Excel Services, custom workflows using Microsoft SharePoint Designer 2007, My Sites, and integration with other Microsoft Office programs such as Groove, OneNote, and Access.

About 70% of the features covered in this course are available in MOSS 2007 Standard Edition and Enterprise Edition.  The other 30% are only available in MOSS 2007 Enterprise edition.

Student learning will be facilitated through a combination of instructor presentations and hands-on lab exercises.  A sample company will be used in the labs to teach students how to apply the advanced features of MOSS 2007 from concept to implementation in a typical environment.

Audience

This is a non-technical course and is intended for:

  • Enterprise Planners and Teams
  • Portal and Site Designers
  • Webmasters
  • Project Managers
  • Application Designers
  • Portal and Site Development Teams
  • Systems Analysts
  • Power Users
  • Help-desk and end-user support professionals
  • Trainers
  • IT Pros who are interested in out-of-the-box functionality and features

The typical environments that these professionals work in are medium–to-large organizations that have multiple locations, significant publishing and workflow requirements, and the need to enable functional teams to easily and effectively collaborate.

At Course Completion

After completing this course, students will be able to:

  • Perform basic editing of Master Pages using SharePoint Designer 2007 to provide basic branding and look-and-feel changes
  • Utilize the Web Content Management features in SharePoint 2007 to establish content review, approval, and publishing capabilities
  • Use Excel Services to create basic dashboards for business intelligence
  • Configure their My Site to maximize their use of SharePoint Services
  • Develop a records management policy and implement that policy using SharePoint Records Management
  • Create workflows with SharePoint Designer 2007 and forms with InfoPath 2007
  • Use Microsoft Office Groove, OneNote, and Access with SharePoint
  • As an information worker, use data exposed through the Business Data Catalog

Prerequisites

Ideally, students will have previously completed Applying SharePoint 2007 - MOSS Core Features course or SharePoint 2007 Jumpstart.  These students will be well-prepared for this class.

Students who cannot attend Applying SharePoint 2007 - MOSS Core Features or SharePoint 2007 Jumpstart first, at a minimum, should already be familiar with creating sites and workspaces, creating libraries and lists, working in document libraries, establishing security, editing pages, working with web parts, and working with content types and site columns.

Course Materials and Lab Environment

Students will receive a comprehensive course manual, which will include all presentation materials and lab exercises.  The lab exercises are step-by-step and are fully documented in the student workbook.  To view sample modules of our courseware click here.

Each student will be given access to their own SharePoint 2007 environment on the classroom hardware.  In essence, students will be attending a class where a fully functional SharePoint 2007 environment has been set up for their use in learning the product.  No pre-installation of SharePoint 2007 software is required for this class.

Each student will need to bring a qualifying laptop to the class (except in our Seattle location).  Click here to verify that your laptop meets the minimum requirements.

Course Outline

(Note: This Course Outline is subject to minor changes and refinements based on student feedback and instructor experience.)

A – Covers features available in all MOSS 2007 editions (Standard or Enterprise)

B – Covers features available in only MOSS 2007 Enterprise edition

Module 1: Creating a Publishing PortalA

In this module, the student will create the foundational structure that will be used for the rest of the class. Questions that will be answered in this module include:

  • What is Enterprise Content Management?
  • What is the Publishing Portal template?
  • How do I change which subsite templates are available?
  • What is the “Features” feature and why is it important?

Module 2: Basic SharePoint BrandingA

SharePoint 2007 uses special pages called Master Pages to control the look-and-feel for all pages in a SharePoint site.  Students will use SharePoint Designer 2007 to customize the look-and-feel and branding of their Publishing Portal.  Questions that will be answered in this module include:

  • What is SharePoint Designer 2007?  What is it for?
  • What are Master Pages?
  • What Master Page designs are available out-of-the-box?
  • How can I modify an existing Master Page?
  • How does inheritance work?
  • How does source control work on Master Pages?
  • What security is available to control look and feel customizations?

Module 3: Web Content ManagementA

Microsoft has included the functionality from a previous product, Microsoft Content Management Server 2002, into MOSS 2007.  This provides organizations with a robust and content rich platform for publishing information on a web site including publishing rules and approval workflow and routing.  Questions that will be answered in this module include:

  • What is Web Content Management?
  • What permission levels and security groups are available to assist with Web Content Management?
  • What is the Pages library?
  • What are Page Layouts?
  • How do Page Layouts work with Content Types?
  • What is Reusable Content?
  • What is rich-client authoring?  How do I create a SharePoint web page with Microsoft Word?
  • How does the approval process and associated workflow work when creating new pages?
  • How does scheduling of content publishing work?

Module 4: The Report Center and Excel ServicesB

Excel has long been the Business Intelligence tool-of-choice for many professionals.  Excel Services brings powerful Excel based Business Intelligence to SharePoint 2007 by allowing browser-based access to Excel spreadsheets, allowing users to include Excel data in dashboard pages, and much more.  The Report Center site template is specially designed to assist with hosting these reports and dashboards.  Questions that will be answered in this module include:

  • What is Excel Services and why is it needed?
  • How do I enable a spreadsheet for web access?
  • How do I use the Excel Web Access Web Part to display regions of an Excel spreadsheet?
  • What are Key Performance Indicators (KPIs)?
  • What data sources and web parts are available to generate KPIs and how do I use them?

Module 5: My Sites, Personalization, and User ProfilesA

My Sites in SharePoint 2007 are much more than a MySpace.  They are designed to serve both as a hub for each person’s interaction with the SharePoint environment, as well as a resource to tap into much of the knowledge that is stored in worker’s heads and not available in other documents.  Questions that will be answered in this module include:

  • What is a My Site and why use them?
  • What is My Profile?  And how does it appear to different users such as my Manager, my Workgroup, my Colleagues, and everyone?
  • What are My Colleagues and how is this list used?
  • What is the RSS Viewer web part and how is it used?
  • What is the difference between Personal Documents and Shared Documents and how are they used?
  • How Does My Blog integrate with My Site?
  • How can I display my Calendar (or Contacts, Inbox, Mail Folder, or Tasks from Outlook Web Access) on My Site?
  • What is the I Need To… web part and how does it work?
  • What is the SharePoint Sites web part and how does it work?
  • What is the In Common With You web part and how does it work?
  • What is a Personalization Site?  How does it integrate with My Site?
  • How do I pin and unpin a Personalization site?
  • What are My Links, and how do you maintain them?
  • How do My Sites improve search, collaboration, and sharing of knowledge?
  • What is Knowledge Network for SharePoint Server 2007?

Module 6: Records ManagementA

Regulatory compliance has become increasingly more important for organizations.  Microsoft has built powerful Records Management features into Microsoft Office SharePoint Server 2007 that will allow organizations to easily set compliance policies at the server level which can be manually driven, or automatically executed, without extra work and thought from information workers.  Questions that will be answered in this module include:

  • What is Records Management?
  • What is the Records Center site?
  • What vault capabilities are available in the Records Center site?
  • How does auditing work?
  • How does expiration work?
  • How does labeling work?
  • How do barcodes work?
  • How do holds on records work?
  • How do I configure the Records Center site to receive and route records?
  • How do I plan a records management strategy?

Module 7: Forms ServerB and Workflows with SharePoint DesignerA

Forms Server 2007 allows users to extend the use of forms-driven business processes to any user with a web browser.  Forms are created with Microsoft InfoPath, but users do not need InfoPath to fill out the forms.  This module also looks at how to create custom no-code workflows using SharePoint Designer 2007.  Questions that will be answered in this module include:

  • What is a workflow?
  • How are workflows created with SharePoint Designer 2007?
  • What events can trigger a workflow?
  • What actions are available?
  • What aspects of list items can be controlled?
  • How do I apply conditional branching to a workflow?
  • What are parallel actions and serial actions?
  • What are workflow steps?
  • How do I add forms to a workflow and how are workflow forms used?
  • How do workflows interact with the Tasks list?
  • How do I check the status of a workflow?
  • What is InfoPath Forms Services?
  • How do I create a browser compatible form template with InfoPath 2007?
  • How do I deploy and manage browser enabled form templates?
  • How can a form be enabled for mobile devices?

Module 8: Using Groove, OneNote, and AccessA

Microsoft Office SharePoint Server 2007 is designed to integrate closely with the Microsoft Office suite of desktop products.  This module takes a closer look at Groove for workgroup collaboration, OneNote for notebook sharing, and Access to enhance interaction with SharePoint lists.  Questions that will be answered in this module include:

  • What is Microsoft Office Groove?
  • How do I create a new Groove Workspace?
  • How does Groove keep information in synch?
  • What tools are available to enhance your Groove workspaces?
  • How do I use the SharePoint Files tool to synchronize Groove files to a SharePoint document library?
  • What is Microsoft Office OneNote?
  • How do I link a OneNote notebook to a SharePoint document library?
  • How can I create a shared OneNote notebook that can be utilized by different team members?
  • How is Microsoft Access 2007 integrated with SharePoint?
  • How do I use Access 2007 to provide richer maintenance forms for SharePoint Lists?
  • How do I use Access 2007 to create more sophisticated views of SharePoint Lists?
  • How do I use Access as a report writer for SharePoint Lists?
  • How do I migrate existing Access databases to SharePoint Lists?
  • How do I use Access to take SharePoint Lists ‘offline’?

Module 9: Using the Business Data Catalog for Information WorkersB

The Business Data Catalog provides an easy way to integrate business data from back-end databases and web services with SharePoint 2007.  This module will focus on how the everyday information worker can interact with business data once the connections have been made between SharePoint’s Business Data Catalog and non-SharePoint business databases.  Questions that will be answered in this module include:

  • What is the Business Data Catalog and what can it be used for?
  • What web parts are available to utilize the Business Data Catalog?
  • How do I add a Business Data Column to a List?
  • How do I search Business Data?

 

 

Course Dates and Location

 # of Days

Maximum Class Size

Status

Cost
September 23-25, 2008, Nashville, TN 3 20 Seats Available $2195
October 7-9, 2008, Seattle, WA 3 20 Seats Available $1895 (Hotel NOT Included)
October 14-16, 2008, Boston, MA 3 20 Seats Available $1895 (Hotel NOT Included)

Registration Fee Includes

The registration fee includes your tuition, hotel room (except in Boston and Seattle), student materials, breakfasts, breaks and lunches. Airfare, ground transportation, and dinners are not included in the registration fee. Once you are registered for the course, a hotel room will automatically be reserved in your name (except in our Boston and Seattle locations).

Don't need a hotel room? If you are a local student and do not need a hotel room, you will receive $100 per day off the price of the class. Please note this in the "Questions / Comments" section of the online registration form.  (This does not apply in our Boston and Seattle locations.)

Government, Academic and Non-Profit Discounts

We offer a $400 per person discount to the following:

  • Employees of government entities at the federal, state and local level
  • Employees of universities, colleges, secondary schools, primary schools and school districts
  • Employees of Non-Profit organizations

All discounts are mutually exclusive and may not be used in combination with any other discount.

Corporate Group Discounts

An organization registering two or more students for the same class at the same time receives a $200 discount per person. The discount will be applied at time of registration.  (May not be used in combination with any other discount.)

Returning Student Discount

If you previously attended one of our other courses, you will receive a $200 discount off the standard price for the course. The discount will be applied at time of registration.  (May not be used in combination with any other discount.)

Cancellations

Any cancellations up to 30 days before the start of the course will be charged $300. Cancellations within 30 days of the start of the course will be charged $700. Refunds will be sent no later than 30 days after the scheduled course start date.

Course Location Information
Click here for more information on course locations.

Please feel free to contact us at 615-515-0210 x2 or email us at training@sharepointsolutions.com if we can answer any additional questions.



Syllabus Outline

Introduction

Audience

At Course Completion

Prerequisites

Course Materials and Lab Environment

Course Outline

Our Next SharePoint Training...
(Click Here for Full Training Schedule)
Applying SharePoint 2007 - MOSS Core Features (4-day)
When: September 9-12, 2008
Where:
Boston, MA
Cost: $2,395 (hotel NOT included)
Status: Seats Available

When: September 9-12, 2008
Where:
Seattle, WA
Cost: $2,395 (hotel NOT included)
Status: Seats Available
class scheduleOther dates and locations for this course...

SharePoint 2007 Jump-Start (3-day)
When:
September 16-18, 2008
Where:
Nashville, TN
Cost: $2,195 (includes hotel)
Status: Seats Available
class scheduleOther dates and locations for this course...
Applying SharePoint 2007 - MOSS Advanced Features (3-day)
When:
September 23-25, 2008
Where:
Nashville, TN
Cost: $2,195 (includes hotel)
Status: Seats Available
class scheduleOther dates and locations for this course...
Mission: Automation – SharePoint Workflow and InfoPath (3-day)
When: August 26-28, 2008
Where:
Seattle, WA
Cost: $2,195 (hotel NOT included)
Status: Seats Available
class scheduleOther dates and locations for this course...
Objective: Integration Using MOSS and the Business Data Catalog (BDC) for Enterprise Application Integration (3-day)
When: September 30-October 2, 2008
Where:
Nashville, TN
Cost: $2,195 (includes hotel)
Status: Seats Available
class scheduleOther dates and locations for this course...
BI Revolutions:  The MOSS Business Intelligence Toolset (3-day)
When: October 7-9, 2008
Where:
Nashville, TN
Cost: $2,195 (includes hotel)
Status: Seats Available
class scheduleOther dates and locations for this course...
Extreme Makeover: SharePoint 2007 Edition - SharePoint Branding & Customization (3-day)
When: September 23-25, 2008
Where:
Chicago, IL
Cost: $2,195 (includes hotel)
Status: Seats Available
class scheduleOther dates and locations for this course...
 

 

 

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