Microsoft Office SharePoint Server - Windows SharePoint Services
SharePoint Training - Course SyllabusCourse: Applying SharePoint 2003 Services
The goal of this 4 day, instructor-led course is to provide students with the knowledge and skills necessary to begin planning and designing portals using Microsoft SharePoint Portal Server 2003 and Windows SharePoint Services. The course will focus on the features and functionality included in SharePoint Portal Server 2003 and Windows SharePoint Services, how to use them and how to plan and design for them. An emphasis will placed on covering the full breadth of features and functionality in order to best prepare students for design projects. 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 apply SharePoint Products and Technologies from concept to implementation in a typical environment. This course is intended for:
The typical environments that these professionals work in are medium to large organizations that have multiple locations, significant document management requirements, and the need to enable functional teams to easily and effectively collaborate. After completing this course, students will be able to:
There are no prerequisites for this course. In fact, the course assumes that the students have no prior experience with SharePoint 2003. If you are preparing to begin a design and implementation project at your company, you will find that this course is an excellent first step. Knowledge of the previous versions, SharePoint Portal Server 2001 and SharePoint Team Services, is not necessary. This is primarily because SharePoint Portal Server 2003 and Windows SharePoint Services more closely resemble completely new products than simply the next versions of the existing products. Course Materials and Lab Environment Students 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 and Office 2003 software via Microsoft Terminal Services. In essence, students will be attending a class where a fully functional SharePoint Portal Server 2003 environment has been set up for their use in learning the products. Students 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 (formerly Terminal Services client) for use with the Terminal Server. (Note: This Course Outline is subject to minor changes and refinements based on student feedback and instructor experience.) Module 1: Introduction to SharePoint Portal Server 2003 and Windows SharePoint Services This module introduces SharePoint Portal Server 2003 and Windows SharePoint Services. Key topics discussed include:
Module 2: SharePoint Concepts and Terminology SPS 2003 and WSS present many new concepts and terms when compared to previous versions of Microsoft’s SharePoint products. This module covers the key concepts and terminology that are needed as a foundation to learn how to use, deploy and support SPS 2003 and WSS. Concepts and terminology that will be discussed include:
Module 3: Introduction to the Case-Study Organization This module introduces, Big Ideas Corporation, the sample company that will be used throughout the course to facilitate learning SPS 2003 and WSS. The introduction to Big Ideas will cover:
Module 4: Requirements Definition and Portal Design This module will consist of 1) a class exercise to define the high-level requirements for the Big Ideas portal and 2) development of the overall portal design and discussion of design issues and tips. The key topics that will be presented include:
Module 5: Working with Areas, Topics and Listings This module covers the use of Areas, Topics and Listings in an SPS 2003 Portal. Topics that will be included are:
Module 6: The SPS 2003 Site Directory and Creating WSS sites This module introduces the SPS Site Directory and the process of creating Windows SharePoint Services (WSS) sites from within the Site Directory. Included in this module will be:
Module 7: Establishing User Groups and Permissions This module will cover the steps necessary to implement the portal security policies designed in Module 5. Included in this module will be:
Module 8: Working with User Profiles and Audiences This module presents User Profiles, how they are created, where their data comes from and how to manage them. It also covers creating and defining Audiences and Audience Rules. Topics that will be discussed include:
Module 9: Creating and Publishing Content This module first covers the general procedures and options related to publishing content to SPS 2003 and WSS. Secondly, it shows specifically how to use the different types of content available in SPS 2003 and WSS.
Module 10: Creating Collaboration Sites with Windows SharePoint Services This module gives an overview of creating collaboration sites using WSS. It will present and discuss each of the standard WSS site types. The topics it includes are:
Module 11: Using My Site This module covers the My Site feature in SPS 2003 and how individual users can leverage this feature to create a personalized view of the portal. Topics discussed include:
Module 12: Designing Portal Pages and Overview of Web Parts This module introduces the student to SPS 2003 Portal pages, what design features are available using the Portal pages themselves, how to use them and the role Web Parts play in SPS 2003 and WSS. Topics will include:
Module 13: Working with Lists in Windows SharePoint Services
Module 14: Creating Web Part Pages and Working with Web Parts Web Part Pages replace the pre-SPS 2003 concept of Digital Dashboards. With SPS 2003 and WSS users can create new Web Part Pages designed to consolidate data from different sources, report and summarize critical information, etc. This module will cover:
Module 15: Using the FrontPage 2003 Data View Web Part to Connect To and Display External Data Sources The new Data View Web Part in FrontPage 2003 is a Web Part that can be inserted into Web Part pages by using FrontPage. It is a very powerful and elegant Web Part that can connect to many different data sources including OLEDB, ODBC, XML, SharePoint Lists, Web Services, etc. Included in this module will be:
Module 16: Using FrontPage 2003 to Customize the Look and Feel of SharePoint Sites This module will introduce how FrontPage 2003 can be used to customize the look and feel of SPS 2003 and WSS sites. It will also point out the implications of making changes to SharePoint web pages using FrontPage 2003 vs. using the Web-based editing tools in SPS 2003 and WSS. Included in this module are:
Module 17: Using Document Libraries and Integration with Microsoft Office 2003 Document Libraries are one of the fundamental components of SPS 2003 and WSS 2003
and therefore we will spend more time in
this module than average. In many cases, Document Libraries can be used as a better replacement for network drives, shared folders
and/or Web folders. Office 2003 integrates very tightly with the Document Libraries to make this easy to implement
and enhance overall document management. This module will cover the following topics:
Module 18: Techniques and Tools for Migrating Existing Documents to SharePoint 2003 Document Libraries In most cases, to gain the full advantage of SharePoint 2003, companies will need to move their existing documents from current sources to SharePoint 2003 document libraries. This complexity and difficulty of this task will vary depending on the source for the documents (i.e. file shares, SPS 2001, Lotus Notes, other portal products, etc.), the volume of documents, the requirements for migrating metadata and the structure of the target SharePoint 2003 document libraries. This module will cover techniques and tools for migrating existing documents to SharePoint 2003 and includes:
Module 19: Using Form Libraries and Integration with Microsoft InfoPath 2003 SharePoint 2003 Form Libraries are a special type of document library that integrate tightly with Microsoft's new XML form editor, InfoPath 2003. Together, these two new products provide an excellent solution for converting from paper-based to an electronic forms environment. This module will cover:
Module 20: Working with SharePoint Contacts and Integration with Outlook 2003 SPS 2003 and WSS have a built-in List type that is designed for managing Contacts. These Contact lists have been tightly integrated with Outlook 2003. This module will cover:
Module 21: Using the Office 2003 Web Components Web Parts for SharePoint Products and Technologies This module will present the new Web Parts that Microsoft has developed for using the Office 2003 Web Components in SPS 2003 and WSS. Use of the Web Parts adds several additional features not available by simply inserting Office Web Components using FrontPage 2003. Topics discussed will include:
Module 22: Working with Search This module will cover the usage and operation of the SPS 2003 Search feature. Topics that will be discussed include:
Module 23: Working with Alerts Alerts in SPS 2003 notify users when information they are interested in changes. This module will present how to add and manage Alerts. Topics include:
Module 24: Portal Governance Discussion of portal governance issues
including:
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Course Materials and Lab Environment
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