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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. 

  • Edit SPS.CSS to change the overall look of the portal

  • Locate which style selectors need to be referenced in both SPS.CSS and OWS.CSS

(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.

  • Create new list/library

  • Add custom meta data to the list schema

  • Customize the list views

  • Customize the list forms

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: 

  • WEBTEMP.XML

  • ONET.XML

  • Modules

  • Configurations

  • Web Parts

  • Custom lists and list population

Module 9:  Client-side Customizations with JavaScrip

  • Customize context menu options using JavaScript to build the menu.

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

 

Our Next SharePoint Training...
(Click Here for Full Training Schedule)
Applying SharePoint 2007 - MOSS Core Features (4-day)
When: October 7-10, 2008
Where:
Dallas, TX
Cost: $2,795 (includes hotel)
Status: Seats Available
class scheduleOther dates and locations for this course...
SharePoint 2007 Jump-Start (3-day)
When:
October 21-23, 2008
Where:
Seattle, WA
Cost: $1,895 (hotel NOT included)
Status: Seats Available
class scheduleOther dates and locations for this course...
Applying SharePoint 2007 - MOSS Advanced Features (3-day)
When:
October 7-9, 2008
Where:
Seattle, WA
Cost: $1,895 (hotel NOT included)
Status: Seats Available
class scheduleOther dates and locations for this course...
Mission: Automation – SharePoint Workflow and InfoPath (4-day)
When: October 7-10, 2008
Where:
Nashville, TN
Cost: $2,795 (includes hotel)
Status: Seats Available
class scheduleOther dates and locations for this course...
Extranet – The SharePoint Frontier: Collaborating with the Business World  (3-day)
When: October 28-30, 2008
Where:
Nashville, TN
Cost: $2,195 (includes hotel)
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: October 28-30, 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: To Be Announced
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: October 21-23, 2008
Where:
Dallas, TX
Cost: $2,195 (includes hotel)
Status: Seats Available
class scheduleOther dates and locations for this course...
 

What Makes Our
 Advanced SharePoint
Course Different?

  • 2 Instructors - for maximum class size of 20 students.

  • Best Blend of Skills: Our three instructors bring these skill sets: 1) Business Process Analysis and Design; 2) ASP.NET and SQL 2000 Development; 3) Website graphics and usability design; 4) InfoPath Design and Development

  • 60% written, hands-on labs, 40% lecture and demos: We don't make you sit through hours of Powerpoint presentations.  Nor do we turn you loose to do lab work without detailed, written instructions. We believe students prefer to learn by doing rather than just watching and listening.

  • No pre-configuring of your hardware is necessary: We provide a full lab environment via Terminal Services.  All you need to bring is a laptop computer with the minimum hardware requirements specified for the course.  We provide enough SharePoint Portal Servers so that each student has his/her own portal to work with throughout the course.

 

 

 

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