Windows SharePoint Services - Office SharePoint Server
SharePoint Training - Course SyllabusCourse: Mission: Automation – SharePoint Workflow and InfoPath (Level 200 - Intermediate)
The goal of this 3 day (soon to be expanded to 4-day), instructor-led training course is to provide students with the knowledge and skills necessary to take advantage of InfoPath, Forms Server, and Workflows in SharePoint Designer 2007 for the purpose of automating business processes. In addition, e-mail enabled lists and the Data View web part will be explored, along with other technologies related to process automation. 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 integrate these technologies to automate business processes. This course teaches the out-of-the-box functionality and is not intended for those who are primarily interested in using Visual Studio and .NET development to create workflow solutions in SharePoint. The course is intended for:
The typical environments that these professionals work in are medium–to-large organizations that desire to use MOSS Enterprise Edition to improve and automate business processes. Companies that will only be using WSS or MOSS Standard Edition will benefit from much of the course, but some functionality (Forms Server and the built-in MOSS Enterprise workflows) are only available in MOSS Enterprise Edition.After completing this course, students will be able to:
Ideally, students will have previously completed the Applying SharePoint 2007 - MOSS Core Features course or the 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. It is critical that students have a solid foundational knowledge of SharePoint 2007 before attending this course. 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. Click here to verify that your laptop meets the minimum requirements. (Note: This Course Outline is subject to minor changes and refinements based on student feedback and instructor experience.) Module 1: Getting Started with Microsoft Office InfoPath 2007 Microsoft Office InfoPath 2007 is a member of the Microsoft Office suite of desktop programs and is a powerful tool for developing XML-based forms. Before getting started with Forms Server, students will begin by learning the basics of using the InfoPath desktop client as a stand-alone tool for creating forms. Students will learn:
Module 2: Getting Started with Forms Server Before Forms Server was available, companies had two expenses associated with using InfoPath forms: the cost of the InfoPath desktop client for each user and the cost of training all employees to use the desktop client. With InfoPath Forms Server, only form designers need to have the InfoPath client—users that merely fill out forms can now do this in a web browser without costly training. In this module, students will learn:
Module 3: Getting Started with Workflow Designer With SharePoint Designer, Microsoft has given Information Workers a powerful, yet easy-to-use tool that allows them to programmatically interact with the SharePoint environment. These programs, or workflows, can: route information between users; collect information from users; make decisions; send email notifications; add, update, edit information in SharePoint lists; and much, much, more. Although only one module is dedicated to workflow, the concepts from this module will be utilized throughout the other modules in the class. In this module, students will learn:
o Add and remove workflows. o Understand workflow status. o How tasks integrate with Outlook. o Using the Document Information Panel (DIP) in Word for editing tasks (also Office Button, Server Tasks, and Viewing Workflow Tasks). o How workflow integration differs with different versions of Microsoft Office. o How to start and manage workflows from within the InfoPath client.
o Steps. o Conditions and Else-If branches. o Actions. o Initiation Variables and user defined variables. o Workflow lookups. Module 4: Interacting with External Data and Converting Existing Word and Excel Forms
Most organizations already have forms they
are using in Microsoft Word and Microsoft
Excel. InfoPath is capable of converting
those forms to InfoPath forms. Quite often,
companies already have existing data they
would like to reference in their InfoPath
forms. InfoPath Forms are capable of
dynamically including data from external
data sources, such as SharePoint Lists or
SQL Server databases, into the forms. In
this module, students will learn:
Module 5: Working with Digital Signatures InfoPath Forms can be digitally signed to confirm that the information contained has not been altered. Digital signatures are fully supported in Forms Server. In this module, students will learn what Digital Signatures are and how they work in an InfoPath form. Module 6: E-mail Enabled Forms and E-mail Enabled Lists InfoPath forms can be integrated with Outlook so that Outlook is used as the tool for completing and compiling forms. Similarly, document libraries in SharePoint can be e-mail enabled to receive content via e-mail in addition to traditional upload methods. Both of these functionalities will be covered in this module and students will learn:
Module 7: Storing InfoPath Data in External Databases and Reporting In many scenarios, companies will be fine storing form data within the forms. But sometimes users will want to store the information in an external database for reporting purposes. In this module, students will learn:
Module 8: Working with InfoPath Forms on a Mobile Device Forms Server is not only limited to completing forms within a desktop web browser—they can also be rendered on a mobile device as well. In this module, students will learn how forms work on a mobile device. (NOTE: The 3-day course ends here. The newly expanded 4-day course, beginning in September 2008, incorporates the four additional modules listed below.) Module 9: How to Architect Solutions The integrated tools in Microsoft Office and MOSS 2007 have provided Information Workers more power to create complex business solutions than they have ever had in the past. In many cases, the solutions you create in hours and days will be equal in power, complexity, and technological integration to solutions created by developers in weeks and months. Because of this, it is important for Information Workers to understand the thought and planning process for architecting a solid business solution. In this module, students will learn:
Module 10: SharePoint Designer Workflow Tips, Tricks, and Techniques SharePoint Designer has provided Information Workers a lot of functionality. Microsoft has tried to make Workflow Designer as easy as possible for Information Workers to use by making it very much unlike traditional coded programming languages. Because of this, some of the techniques you will need to create complex solutions won’t be very obvious. In this module, students will learn:
Module 11: InfoPath Tips, Tricks, and Techniques In earlier modules, students jumped right into using InfoPath to create solutions. This module will build on that InfoPath knowledge and help students create forms that are more usable. In this module, students will learn:
Module 12: InfoPath and Code InfoPath forms can contain code for advanced functionality. Although this module won’t go deep into writing code in InfoPath forms, it will get students started with adding some simple coded elements to their forms to extend what InfoPath is capable of doing using just the out-of-the-box functionality. Students will learn:
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:
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 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.
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Course Materials and Lab Environment
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