SharePoint Training - Course Syllabus
Course:
Extreme Makeover - Portal Edition
(Level 200
- Intermediate)
[Advanced SharePoint 2003 for Web
Developers]
Download
sample course materials by clicking here

Introduction
The
goal of this 3 day, instructor-led course
is to prepare students to make significant
customization to SPS 2003 and WSS as well as
functional customizations to meet the branding
and functional needs of their organization.
Student learning will be facilitated through a
combination of instructor presentations and
hands-on lab exercises. The course teaches
SharePoint development skills by having the
students work through a complete
branding/template development project for a
case-study company. During the three-day class,
each student will customize a SPS 2003 Portal,
and WSS sites for brand identity. You will also
customize the underlying site definition code to
customize the functionality of portal areas and
WSS sites.
Audience
This
course is intended for:
· Web
developers who have SharePoint experience and
need to learn to brand and customize SharePoint
2003
At
Course Completion
After completing this course, you will be able
to:
· Make
modifications to the cascading style sheets and
images in SharePoint in order to achieve
significant customization of the portal and
sites look and feel
· Create new templates (definitions) for SPS Areas
and WSS sites
· Create new themes that users can apply to sites
· Understand site “ghosting” and its implications
in maintaining WSS sites in the organization
· Leverage the power of SharePoint lists, XSLT and
data views
Prerequisites
You
must have some experience using SharePoint 2003
(OR attendance at one of our introductory
courses - SharePoint 2003 Jumpstart or Applying
SharePoint 2003)
Course Materials and Lab Environment
You
will receive a comprehensive workbook,
which will include all presentation materials
and lab exercises. The lab exercises are
step-by-step and fully documented in the student
workbook. To view sample modules of the
comprehensive workbook
click here.
Each
student will be given access to their own
SharePoint Portal on the class SharePoint
2003 Portal Servers. Each student will also
have their own Windows desktop with Visual
Studio .NET and Office 2003 via Microsoft
Terminal Services. In essence, you will be
attending a class where a fully functional
SharePoint Portal Server and WSS environment has been set up for their use in learning to
customize the products.
Student Hardware Requirements:
You
should bring a laptop computer running Windows
XP Professional (preferred) or Windows 2000
Professional. The laptop must contain a
traditional, wired Ethernet network adapter
(either internal or external). The laptop must
be capable of running the Microsoft Remote
Desktop Connection client software for use in
accessing the class Terminal Server. (Note:
Windows XP Professional comes with the Remote
Desktop Connection software pre-loaded.)
Course Outline
(Note: This Course Outline is subject to minor
changes and refinements based on student
feedback and instructor experience.)
Module 1: Case-study Company Background and
Branding Requirements
In
this course we will explore the needs of the Big
Ideas Corporation - an international promotional
products sales and marketing company. Some of
the key requirements for the customization
process include:
· The
SharePoint Portal and WSS Sites need to be
branded with the company's standard look and
feel for browser-based applications
· Themes for branding partner collaboration sites
must be easily created and distributed for use
corporate-wide
· Branding/color scheme customizations need to be
scoped to portal areas or sites based on the
template (definition) they are created from
· A
custom collaboration site definition needs to be
created with a predefined list of tasks and
custom document libraries suited for the work
that is required when a new client is acquired
· A
centralized Sales Administration WSS Site needs
to be developed to provide the Sales
Administration staff with tools to track and
monitor sales call activity, sales quotes and
sales order data from the legacy order
processing system database
Module 2: Introduction to SharePoint
Customization Technologies
This
module will provide an overview and introduction
to key SharePoint development technologies and
resources including:
· FrontPage 2003
· Style Sheets
· Site
Definitions
· List
Definitions
· CAML
· Visual Studio 2003
Module 3: Customizing the Styles and Images of
SharePoint Portal Server 2003
In
this module you will work with the SPS.CSS style
sheet to develop a custom style for the portal.
The most frequently used selectors will be
explained and tools for discovering the
selectors used will be covered. The SPS feature
for specifying a custom style sheet for the
portal and its options will be covered in
detail.
(Note: This module is provided as a sample
download on our Sample Course Material page.
Click
HERE to
download the course materials for this module in
PDF format)
Module 4: Customizing the Styles and Images of
Windows SharePoint Services Sites
This
module will cover customization of the OWS.CSS
style sheet which is the style sheet used by WSS
sites. The most frequently used selectors will
be explained and tools for discovering the
selectors used will be covered.
- Create custom logo/masthead for all WSS
sites
- Customize the color schemes
- Change the look of web part headers
Module 5: Site Templates vs. Site Definitions
Overview and discussion of Site Definitions and
Site Templates covering:
-
What's the difference
-
How can we create new
ones
-
How can we make custom
site templates available on the template
pick list for new top-level sites
-
When to use definitions
instead of templates
-
What are the inherent
limitations
Module 6: Creating Custom Site Templates and
Making them Available on the Global List
This form of customization/template creation can
be carried out by non-developers through
customizing sites using the UI and FrontPage.
The resulting site is then saved as a template
and made available for use as new top-level or
sub-sites are created.
Module 7: Creating Custom List Definitions
SharePoint comes with many types of lists
available out of the box. This module will
teach you to create a new custom list or
document library.
Module 8: Creating custom WSS Site Definitions
and Standardizing WSS Site design
In this module you will learn the difference
between a site definition and a site template
and when it is appropriate to use one or the
other. Both custom site definitions and custom
site templates will be created and made globally
available for users when creating new top-level WSS sites. You will learn what can be
accomplished from the user interface and
FrontPage as well as exploring the XML files
that make up a site definition. Specific topics
that will be covered include:
Module 9: Client-side Customizations with
JavaScrip
Module 10: Developing Custom Themes and Applying
Them Through the User Interface
If
you have looked at the themes available to apply
to SharePoint sites, you’ll have undoubtedly
asked yourself ‘Who thought these themes were a
good idea?’ The theme (sorry) for this module
is no bad themes.
You
will:
- Hide the ugly themes
- Create corporate compliant themes
- Make themes available to users via the
user interface
- Customize themes using FrontPage 2003
Module 11: Maximize the Power of SharePoint
List Templates
The List Template module will cover these
topics:
-
What are list templates
useful for
-
What do list templates
consist of
-
Where are list
templates stored
-
Creating and using list
templates
Module 12: Using SharePoint Lists and the Data
View Web Part to create a web-based, multi-user
database application – Part 1
In this module you will begin to build out a
Sales Administration WSS Site with the tools
necessary for the Sales Administration staff to
track and monitor sales call activity.
Specifically you will work through the following
exercises:
· Create a Sales Calls Tracking database that
utilizes the following SharePoint List features:
·
Multiple Data Types
·
Advanced Calculations
·
Lookup fields
·
Views
·
Filters
·
Groupings
·
Totals
·
List
Styles
· Develop a hard-copy report from the Sales Calls
Tracking List using Access 2003 Report Writer
integration with SharePoint
Module 13: Using SharePoint Lists and the Data
View Web Part to create a web-based, multi-user
database application - Part II
In this module you will finish building the Sales
Administration WSS site by creating a Web Part
page that will provide data views that the user
can access to quickly monitor Sales Calls and
Orders by Customer. Specifically, the following
techniques will be taught:
·
Using the Data View Web Part to display
formatted SharePoint List data
·
Using the Data View Web Part to display
formatted data from an external database (In
this case, order processing data from a SQL
Server database)
·
Using the Form Web Part and Web Part Connections
to allow the user to select a Customer and
filter the Data View Web Parts based on the
Customer selected
·
Customizing the Form Web Part to support
filtering on a partial key
Module 14: Customizing SPS Portal Areas
Some organizations will utilize different color
combinations from their palette for different
parts of a site (Amazon, Starbucks, etc.) In
this module we will customize the color scheme
for different areas on the portal and carry that
look through in the creation of new sub areas.
We will:
-
Create custom portal area templates
(definitions)
-
Scope branding customizations on a per area
definition basis
-
Specify a specific template for creation of
sub areas or allow users to choose from a
dropdown list of area templates
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