Hands-On Mastering SharePoint Customization – March 22 - 24, 2010
 
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Title: Hands-On Mastering SharePoint Customization - March 22 - 24, 2010 (3 day)

Class Date(s): - March 22 - 24, 2010

Time: 8:30 am - 4:30 pm each day

Instructor: ASPE

Location One Highland Center, 314 E. Highland Mall Blvd., suite 403, Austin, TX 78752

Cost: $1495, Group Discount 3+ $1295
Government discount - $1121.25 , Gov. Group Discount 3+ $971.25/pp

Using SharePoint Designer to transform “out of the box” SharePoint to meet YOUR applications.

In this class, you will learn:

  • Tools, applications and skills required
  • Utilizing SharePoint’s full capabilities
  • Customizing SharePoint Navigation
  • Building custom views with Data View Web Parts
  • Customizing Master Pages
  • Creating workflows for automation
  • Using InfoPath forms and SharePoint Workflows
  • APIs and SDKs for extended functionality
  • The Business Data Catalog
  • Using Workflow Designer
  • SharePoint Web Parts
  • SharePoint Development

Unleash SharePoint’s Potential For Your Organizations

One of the benefits of implementing Microsoft Office SharePoint Server 2007 is the flexibility it offers to create custom solutions...but there’s a lot to know. MOSS 2007 allows developers and designers the ability to construct solutions to fit the needs of an individual organization. SharePoint Designer, InfoPath, Visual Studio.NET and SharePoint APIs will allow you to modify SharePoint behaviors and customize the platform to suit your specific needs. You have the tools at hand, if you know how to use them. SharePoint can only be as effective as you make it! This program will give you the skills to make SharePoint your own.

Customization Skills In Three Days Of Hands-On Labs

This lab-intensive three day program will zero in on customizing SharePoint’s look and feel, creating custom workflows, designing InfoPath forms, and accessing external data through the Business Data Catalog. You will create real-word workflow templates for SharePoint-based business solutions. You will also learn how to program against the SharePoint Workflow API as well as how to integrate input forms using InfoPath forms.

In addition, you’ll connect a data source to SharePoint’s Business Data Catalog, utilizing this vital feature. You'll know how much is available to you in the SharePoint APIs and understand the depth that Microsoft has created with over 3000 SharePoint services available. You'll cover a lot of ground, and enjoy a productive skill-building experience. Learn to take SharePoint to its fullest potential.

Skills You Will Put Into Immediate Action:

  1. Understand the tools, applications and skills required for customizing SharePoint environments
  2. Understand and utilize the powerful capabilities of SharePoint Designer
  3. Understand and customize SharePoint navigation
  4. Build custom views with Data View web parts
  5. Customize your SharePoint’s look and feel with custom Master Pages
  6. Customize your SharePoint pages with page layouts and themes
  7. Understand the different methods to create workflows for automation
  8. Learn to create advanced workflows with the Workflow Designer
  9. Use InfoPath and SharePoint Form Services to create advanced forms
  10. Integrate InfoPath forms and SharePoint Workflows to automate recurring business processes
  11. Use the Business Data Catalog to access external data from other Line of Business applications
  12. Understand how to extend SharePoint’s “out of the box” functionality through the available APIs and SDKs

LABS: Every student will be provided with a completely outfitted laptop to use for the intense hands-on labs

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 Un-ghosting
  1. What are ghosted pages?
  2. The Disadvantages of Un-hosted Pages

Lab I - Install SharePoint Designer

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
    • Site Collections
    • Sites
    • Lists and Libraries
    • Folders
D. Managing Content
  1. Creating New Site Collections
  2. Managing Site Collections
    • Using the Web Interface
    • Using SharePoint Designer
  3. Creating Subsites
    • Using the Web Interface
    • Using SharePoint Designer
  4. Managing Subsites
    • Using the Web Interface
    • Using SharePoint Designer
  5. Site Backup and Recovery with SharePoint Designer
  6. Creating Lists and Libraries
    • Using the Web Interface
    • Using SharePoint Designer
  7. Managing Lists and Libraries
    • Using the Web Interface
    • 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 Views
  1. View Types
    • Standard
    • Datasheet
    • Calendar
    • Gantt Chart
  2. Creating Views
  3. Mobile Views
E. SharePoint Web Parts
  1. What are Web Parts?
  2. Web Part Pages
    • Creating Web Part Pages with the Web Interface
    • Creating Web Part Pages with SharePoint Designer
  3. Using Web Parts
    • Adding Web Parts with the Web Interface
    • Adding Web Parts with SharePoint Designer
  4. SharePoint's Default Web Parts
    • Business Data Web Parts
    • Content Rollup Web Parts
    • Dashboard Web Parts
    • Filter Web Parts
    • Miscellaneous Web Parts
    • Outlook Web Access Parts
    • Site Directory Web Parts
    • Default Web Parts
    • 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. 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 Definintions
  2. MOSS 2007 Site Definitions
E. Themes
  1. Understanding SharePoint Themes
  2. Converting SharePoint 2003 Themes for use with MOSS 2007
  3. Applying a Theme

Lab IV - 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
V. 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
  2. Changing the Attached Master Page

Lab V - 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

    • VI. Understanding SharePoint Development

    A. What is SharePoint Development?

    1. Automating Business Processes with Custom Workflows
    2. Custom Form Development with InfoPath
    3. Accessing External Data through the Business Data Catalog
    4. Extending SharePoint by creating custom applications
    B. SharePoint Development Tools
    1. SharePoint Designer
    2. Microsoft Office InfoPath
    3. Visual Studio
    4. SharePoint APIs

Lab VI - Installing the Required SharePoint Development Tools

VII. SharePoint Workflows

A. Workflow Review

  1. What are Workflows?
  2. Why use Workflows?
  3. 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
C. Creating Workflows with Visual Studio
  1. Working with Visual Studio
  2. Workflow Design with C#
  3. Workflow Design with VB.NET
  4. Creating Custom Workflow Actions

Lab VII - 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
  • Explore a Visual Studio custom workflow

VIII. 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
  2. . Publishing InfoPath Forms through Email

D. Submitting InfoPath Form Results
  1. Submitting Form Results to a SharePoint Library
  2. Submitting Form Results through Email
  3. Submitting Form Results to a Web Service

E. Implementing Workflows to Process InfoPath Form Data

Lab VIII - 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

IX. 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 IX - 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
    X. The SharePoint APIs


    A. What are the SharePoint APIs?
    B. What do the SharePoint APIs Offer?
    C. Available third-party tools to extend SharePoint further

    Who Should Attend This Course

    If you’re attempting to change the look and feel of your SharePoint environment, you need to attend. Using Designer as well as additional development tools, you’ll learn to dramatically customize SharePoint to meet your business’s image and standards. Those who will benefit most include:

    • SharePoint Administrators
    • Project Managers
    • Web Designers
    • Web Developers
    • SharePoint Power Users

    • CPE: 24 hours

    Level: All

    Type of class: Project Management, Management

    Approved by the Project Management Institute (PMI).

    This class meets 21 PDUs for full completion. ASPE is an approved Registered Education Provider (R.E.P.) as outlined by the Project Management Institute (PMI). PMI, PMP, PMBOK, and the PMI R.E.P. logo are registered marks of the Project Management Institute, Inc.

    TX Board of Public Accountancy Sponsor Number: 009317

    Cancellation Information: Cancellation Date: March 1, 2010
    To cancel your registration from this course, please call or email the course contact listed below. If a cancellation is received after the cancellation date, the registrant will be charged full payment and no refunds will be issued. You will be allowed to apply your paid course tuition to the same course or one of equal value within 1 year from the original course start date minus a $100 administrative fee. Only one reenrollment opportunity is allowed per person. Failure to attend the course without written notification via fax or email prior to the start of the course will be considered a “no show” and will result in forfeiture of the full course price. .


    Location:     ONE HIGHLAND CENTER, 314 E. Highland Mall Blvd., suite 403, Austin, TX 78752

    For additional information about this class, please contact Shannon Bieberdorf at Shannon-solutions@austin.rr.com, (512) 914-5557.
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