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Register for SharePoint Course    Register for SharePoint Course

COURSE 9655 | 3-DAY PUBLIC SESSION | 4-DAY VIRTUAL SESSION | 18.5 CPEs / 21 PDUs
Hands-On Mastering SharePoint 2007 Customization

SharePonit Course Outline


I. Introduction to SharePoint Designer
    A. What is SharePoint Designer
        1. A Little SharePoint Designer History
        2. SharePoint Designer Requirements
        3. SharePoint Designer Licensing
    B. Why Use SharePoint Designer?
        1. SharePoint Customization Overview
        2. Workflow Creation Overview
    C. The SharePoint Designer User Interface
        1. Opening and Working with SharePoint Sites
        2. SharePoint Designer's Display Modes
        3. SharePoint Designer's Controls and Web Parts
    D. Differences Between MOSS and WSS Sites
        1. Master Pages
        2. Publishing Pages
        3. Layout Files
        4. Site Content Pages
    E. Ghosting and Unghosting
        1. What are ghosted pages?
        2. The Disadvantages of unghosted Pages

Lab I - Install SharePoint Designer
    • Setup your environment
    • Install SharePoint
    • Verify SharePoint is working correctly

 

II. Portal Architecture and SharePoint Overview
    A. What are Windows SharePoint Services (WSS) 3.0
    B. Introducing Microsoft Office SharePoint Server 2007
    C. Planning Content Structure
        1. The Four Content Levels
            a. Site Collections
            b. Sites
            c. Lists and Libraries
            d. Folders
    D. Managing Content
        1. Creating New Site Collections
        2. Managing Site Collections
            a. Using the Web Interface
            b. Using SharePoint Designer
        3. Creating Subsites
            a. Using the Web Interface
            b. Using SharePoint Designer
        4. Managing Subsites
            a. Using the Web Interface
            b. Using SharePoint Designer
        5. Site Backup and Recovery with SharePoint Designer
        6. Creating Lists and Libraries
            a. Using the Web Interface
            b. Using SharePoint Designer
        7. Managing Lists and Libraries
            a. Using the Web Interface
            b. Using SharePoint Designer

Lab II - SharePoint Site Structures
    • Create a site collection using SharePoint's web interface
    • Create a subsite using SharePoint's web interface
    • Modify site navigation for your site collections
    • Open your newly created site with SharePoint Designer
    • Create a new SharePoint site with SharePoint Designer
    • Create a new document library using SharePoint Designer
    • Create new folders in your document library
    • Create unique permissions for your document folders

 

III. Site Tools and Content Customization
    A. Content Types and Site Columns
        1. What are Content Types?
        2. Managing Content Types
        3. What are Site Columns?
        4. Managing Site Columns
    B. Customizing Lists
        1. Creating Custom Columns
        2. Change Column Ordering
        3. Calculated Column Values and Formulas
    C. Customizing Libraries
        1. Creating Custom Columns
        2. Change Column Ordering
    D. Customizing Standard Views
        1. View Types
            a. Standard
            b. Datasheet
            c. Calendar
            d. Gantt Chart
        2. Creating Views
        3. Mobile Views
    E. SharePoint Web Parts
        1. What are Web Parts?
        2. Web Part Pages
            a. Creating Web Part Pages with the Web Interface
            b. Creating Web Part Pages with SharePoint Designer
        3. Using Web Parts
            a. Adding Web Parts with the Web Interface
            b. Adding Web Parts with SharePoint Designer
        4. SharePoint's Default Web Parts
            a. Business Data Web Parts
            b. Content Rollup Web Parts
            c. Dashboard Web Parts
            d. Filter Web Parts
            e. Miscellaneous Web Parts
            f. Outlook Web Access Parts
            g. Site Directory Web Parts
            h. Default Web Parts
            i. Search Web Parts
    F. Data View Web Parts
        1. What are Data View Web Parts
        2. Using the Data View Web Part

Lab III - Customizing SharePoint Functionality
    • Create several custom SharePoint lists
    • Create a custom default view
    • Enter data Into newly created lists
    • Create a new Web Part Page
    • Insert Web Part Zones
    • Use the Data View Web Part
    • Connect multiple Web Parts

 

IV. Microsoft Office InfoPath
    A. What is InfoPath?
        1. What is InfoPath?
        2. Why Use InfoPath?
    B. Designing Custom Forms with InfoPath
        1. Understanding Form Design Elements
        2. Understanding Form Controls
    C. Publishing InfoPath Forms
        1. Publishing InfoPath Forms to SharePoint Server
    D. Submitting InfoPath Form Results
        1. Submitting Form Results to a SharePoint Library
        2. Submitting Form Results to a Web Service
    E. Implementing Workflows to Process InfoPath Form Data

Lab IV - Working with InfoPath
    • Working with Form Layouts
    • Implementing InfoPath Controls
    • Connecting InfoPath forms with Live Data
    • Creating Multiple InfoPath Views
    • Setting Form Properties
    • Creating Custom Submit Actions
    • Publishing InfoPath Forms to SharePoint Server
    • Displaying InfoPath Form Data
    • Utilizing Workflows to Automate InfoPath Form Data Processing

 

V. SharePoint Workflows
    A. Workflow Review
        1. What are Workflows?
        2. Why use Workflows?
        3. Determining the Need for Custom Workflows
    B. Creating Workflows with SharePoint Designer
        1. The Workflow Designer
        2. Workflow Initiation and Variables
        3. Understanding Conditions
        4. Workflow Actions
        5. Branching and Else/If Conditions

Lab V - Working with Workflows
    • Utilizing SharePoint's Built-In Workflows
    • Planning a custom workflow
    • Creating a custom workflow in SharePoint Designer
    • Exploring workflow branching, conditions, and actions
    • Implementing a Custom Action for Workflows

 

VI. Site Templates, Site Definitions, and Themes
    A. Site Templates and Site Definitions
        1. What is a Site Template?
        2. What is a Site Definition?
        3. Comparing the Two
    B. Customizing Site Templates
        1. Creating a Site Template with the Web Interface
        2. Creating a Site Template with SharePoint Designer
        3. Adding a Site Template to the Site Template Gallery
    C. Customizing List Templates
        1. Creating a List Template with the Web Interface
        2. Creating a List Template with SharePoint Designer
        3. Adding a List Template to the Site Template Gallery
    D. Site Definitions
        1. The Out of the Box WSS Site Definitions
        2. MOSS 2007 Site Definitions
    E. Themes
        1. Understanding SharePoint Themes
        2. Applying a Theme

Lab VI - Sites and Themes
    • Create and Export a Custom Site Template
    • Examine a Site Template Package File
    • Create a new site based on the newly created template
    • Create and modify a custom theme
    • Install and Apply a theme

 

VII. SharePoint Master Pages
    A. What are Master Pages?
        1. The Master Page Gallery
    B. Modifying Master Pages
        1. Examine the Default Master Page
        2. Resetting a Site to It's Original Site Definition
        3. Creating a Copy of the Default Master Page
    C. Content Pages
        1. The Page Layout Library
    D. Working with Page Layouts
        1. Creating New Pages Based on a Master Page

Lab VII - Working with Master Pages
    • Upload some images for Customization
    • Make a copy of the default Master Page
    • Customize the Master Page
    • Create a custom CSS style sheet
    • Create a layout page based on your custom Master Page
    • Applying a custom Master Page

 

VIII. The Business Data Catalog
    A. What is the Business Data Catalog?
        1. Why Use a BDC?
        2. Example Uses for a BDC
    B. Understanding the Elements of a BDC
        1. Defining the Roles & Responsibilities for the BDC
        2. Defining the Goal of the Application
        3. Documenting the Data Source
    C. Creating the BDC Definition
        1. Understanding the Elements of the Definition File
        2. Generating the XML Definition File
        3. Importing the Application Definition
    D. Working with BDC Data
        1. Working with BDC Web Parts
        2. Using BDC Data in SharePoint Applications

Lab VIII - Working with a Business Data Catalog
    • Creating a BDC Definition File
    • Importing the DBC Definition
    • Working with BDC Permissions
    • Working with BDC Web Parts to display information from the BDC
    • Linking SharePoint Data to the BDC


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