SharePoint Training - Course Syllabus
Course: Applying SharePoint
2007 - MOSS Advanced Features (Level 200 -
Intermediate)

Introduction
The goal of this 3 day, instructor-led training course is
to provide students with the knowledge and
skills necessary to take advantage of many
of the advanced features of Microsoft Office
SharePoint Server (MOSS) 2007. This course
is the second course in a two part series.
The first course in the series,
Applying SharePoint 2007 - MOSS Core
Features covers
the core features that are common to both
Windows SharePoint Services v3 and Microsoft
Office SharePoint Server (MOSS) 2007.
This course will focus on Enterprise Content Management
(including Web Content Management, and
Records Management), basic branding with
Master Pages, an introduction to Excel
Services, custom workflows using Microsoft
SharePoint Designer 2007, My Sites, and
integration with other Microsoft Office
programs such as Groove, OneNote, and
Access.
About 70% of the features covered in this course are available in
MOSS 2007 Standard Edition and Enterprise
Edition. The other 30% are only available
in MOSS 2007 Enterprise edition.
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 the
advanced features of MOSS 2007 from concept
to implementation in a typical environment.
Audience
This is a non-technical course and is
intended for:
-
Enterprise Planners and Teams
-
Portal and Site Designers
-
Webmasters
-
Project Managers
-
Application Designers
-
Portal and Site Development Teams
-
Systems Analysts
-
Power Users
-
Help-desk and end-user support
professionals
-
Trainers
-
IT Pros who are interested in
out-of-the-box functionality and
features
The typical environments that these professionals work in are
medium–to-large organizations that have
multiple locations, significant publishing
and workflow requirements, and the need to
enable functional teams to easily and
effectively collaborate.
At Course Completion
After completing this course, students will be able to:
-
Perform basic editing of Master Pages using SharePoint Designer
2007 to provide basic branding and
look-and-feel changes
-
Utilize the Web Content Management features in SharePoint 2007 to
establish content review, approval, and
publishing capabilities
-
Use Excel Services to create basic dashboards for business
intelligence
-
Configure their My Site to maximize their use of SharePoint
Services
-
Develop a records management policy and implement that policy
using SharePoint Records Management
-
Create workflows with SharePoint Designer 2007 and forms with
InfoPath 2007
-
Use Microsoft Office Groove, OneNote, and Access with SharePoint
-
As an information worker, use data exposed through the Business
Data Catalog
Prerequisites
Ideally, students will have previously completed
Applying SharePoint 2007 - MOSS Core
Features course or
SharePoint 2007 Jumpstart.
These students will be well-prepared for
this class.
Students who cannot attend
Applying SharePoint 2007 - MOSS Core
Features or
SharePoint 2007 Jumpstart
first,
at a minimum,
should already be familiar with creating
sites and workspaces, creating libraries and
lists, working in document libraries,
establishing security, editing pages,
working with web parts, and working with
content types and site columns.
Course Materials and Lab Environment
Students will receive a comprehensive course manual, which
will include all presentation materials and
lab exercises. The lab exercises are
step-by-step and are fully documented in the
student workbook. To view sample
modules of our courseware
click here.
Each student will be given access to their own
SharePoint 2007 environment on the classroom
hardware. In essence, students will be
attending a class where a fully functional
SharePoint 2007 environment has been set up
for their use in learning the product.
No pre-installation of SharePoint 2007
software is required for this class.
Each student will need to bring a qualifying
laptop to the class (except in our Seattle
location).
Click here to verify that your laptop meets the
minimum requirements.
Course
Outline
(Note: This Course Outline is subject to minor changes and
refinements based on student feedback and
instructor experience.)
A – Covers features available in all MOSS
2007 editions (Standard or Enterprise)
B – Covers features available in only MOSS
2007 Enterprise edition
Module 1: Creating a Publishing PortalA
In this module, the student will create the foundational
structure that will be used for the rest of
the class. Questions that will be answered
in this module include:
-
What is Enterprise Content Management?
-
What is the Publishing Portal template?
-
How do I change which subsite templates are available?
-
What is the “Features” feature and why is it important?
Module 2: Basic SharePoint BrandingA
SharePoint 2007 uses special pages called Master Pages to control
the look-and-feel for all pages in a
SharePoint site. Students will use
SharePoint Designer 2007 to customize the
look-and-feel and branding of their
Publishing Portal. Questions that will be
answered in this module include:
-
What is SharePoint Designer 2007? What
is it for?
-
What are Master Pages?
-
What Master Page designs are available
out-of-the-box?
-
How can I modify an existing Master
Page?
-
How does inheritance work?
-
How does source control work on Master
Pages?
-
What security is available to control
look and feel customizations?
Module 3: Web Content ManagementA
Microsoft has included the functionality from a previous product,
Microsoft Content Management Server 2002,
into MOSS 2007. This provides organizations
with a robust and content rich platform for
publishing information on a web site
including publishing rules and approval
workflow and routing. Questions that will
be answered in this module include:
-
What is Web Content
Management?
-
What permission levels
and security groups are available to
assist with Web Content Management?
-
What is the Pages
library?
-
What are Page Layouts?
-
How do Page Layouts work
with Content Types?
-
What is Reusable
Content?
-
What is rich-client
authoring? How do I create a SharePoint
web page with Microsoft Word?
-
How does the approval
process and associated workflow work
when creating new pages?
-
How does scheduling of
content publishing work?
Module 4: The Report Center and Excel ServicesB
Excel has long been the Business Intelligence tool-of-choice for
many professionals. Excel Services brings
powerful Excel based Business Intelligence
to SharePoint 2007 by allowing browser-based
access to Excel spreadsheets, allowing users
to include Excel data in dashboard pages,
and much more. The Report Center site
template is specially designed to assist
with hosting these reports and dashboards.
Questions that will be answered in this
module include:
-
What is Excel Services
and why is it needed?
-
How do I enable a
spreadsheet for web access?
-
How do I use the Excel
Web Access Web Part to display regions
of an Excel spreadsheet?
-
What are Key Performance
Indicators (KPIs)?
-
What data sources and
web parts are available to generate KPIs
and how do I use them?
Module 5: My Sites, Personalization, and User ProfilesA
My Sites in SharePoint 2007 are much more than a MySpace. They
are designed to serve both as a hub for each
person’s interaction with the SharePoint
environment, as well as a resource to tap
into much of the knowledge that is stored in
worker’s heads and not available in other
documents. Questions that will be answered
in this module include:
-
What is a My Site and
why use them?
-
What is My Profile? And
how does it appear to different users
such as my Manager, my Workgroup, my
Colleagues, and everyone?
-
What are My Colleagues
and how is this list used?
-
What is the RSS Viewer
web part and how is it used?
-
What is the difference
between Personal Documents and Shared
Documents and how are they used?
-
How Does My Blog
integrate with My Site?
-
How can I display my
Calendar (or Contacts, Inbox, Mail
Folder, or Tasks from Outlook Web
Access) on My Site?
-
What is the I Need To…
web part and how does it work?
-
What is the SharePoint
Sites web part and how does it work?
-
What is the In Common
With You web part and how does it work?
-
What is a
Personalization Site? How does it
integrate with My Site?
-
How do I pin and unpin a
Personalization site?
-
What are My Links, and
how do you maintain them?
-
How do My Sites improve
search, collaboration, and sharing of
knowledge?
-
What is Knowledge
Network for SharePoint Server 2007?
Module 6: Records ManagementA
Regulatory compliance has become increasingly more important for
organizations. Microsoft has built powerful
Records Management features into Microsoft
Office SharePoint Server 2007 that will
allow organizations to easily set compliance
policies at the server level which can be
manually driven, or automatically executed,
without extra work and thought from
information workers.
Questions that will be answered in this
module include:
-
What is Records
Management?
-
What is the Records
Center site?
-
What vault capabilities
are available in the Records Center
site?
-
How does auditing work?
-
How does expiration
work?
-
How does labeling work?
-
How do barcodes work?
-
How do holds on records
work?
-
How do I configure the
Records Center site to receive and rout
records?
-
How do I plan a records
management strategy?
Module 7:
Forms ServerB
and Workflows with SharePoint DesignerA
Forms Server 2007 allows users to extend the use of forms-driven
business processes to any user with a web
browser. Forms are created with Microsoft
InfoPath, but users do not need InfoPath to
fill out the forms. This module also looks
at how to create custom no-code workflows
using SharePoint Designer 2007.
Questions
that will be answered in this module
include:
-
What is a workflow?
-
How are workflows
created with SharePoint Designer 2007?
-
What events can trigger
a workflow?
-
What actions are
available?
-
What aspects of list
items can be controlled?
-
How do I apply
conditional branching to a workflow?
-
What are parallel
actions and serial actions?
-
What are workflow steps?
-
How do I add forms to a
workflow and how are workflow forms
used?
-
How do workflows
interact with the Tasks list?
-
How do I check the
status of a workflow?
-
What is InfoPath Forms
Services?
-
How do I create a
browser compatible form template with
InfoPath 2007?
-
How do I deploy and
manage browser enabled form templates?
-
How can a form be
enabled for mobile devices?
Module 8:
Using Groove, OneNote, and AccessA
Microsoft Office SharePoint Server 2007 is designed to integrate
closely with the Microsoft Office suite of
desktop products. This module takes a
closer look at Groove for workgroup
collaboration, OneNote for notebook sharing,
and Access to enhance interaction with
SharePoint lists.
Questions
that will be answered in this module
include:
-
What is Microsoft Office
Groove?
-
How do I create a new
Groove Workspace?
-
How does Groove keep
information in synch?
-
What tools are available
to enhance your Groove workspaces?
-
How do I use the
SharePoint Files tool to synchronize
Groove files to a SharePoint document
library?
-
What is Microsoft Office
OneNote?
-
How do I link a OneNote
notebook to a SharePoint document
library?
-
How can I create a
shared OneNote notebook that can be
utilized by different team members?
-
How is Microsoft Access
2007 integrated with SharePoint?
-
How do I use Access 2007
to provide richer maintenance forms for
SharePoint Lists?
-
How do I use Access 2007
to create more sophisticated views of
SharePoint Lists?
-
How do I use Access as a
report writer for SharePoint Lists?
-
How do I migrate
existing Access databases to SharePoint
Lists?
-
How do I use Access to
take SharePoint Lists ‘offline’?
Module 9:
Using the Business Data Catalog for
Information WorkersB
The Business Data Catalog provides an easy way to integrate
business data from back-end databases and
web services with SharePoint 2007. This
module will focus on how the everyday
information worker can interact with
business data once the connections have been
made between SharePoint’s Business Data
Catalog and non-SharePoint business
databases.
Questions that will be answered in this
module include:
-
What is the Business Data Catalog and
what can it be used for?
-
What web parts are available to utilize
the Business Data Catalog?
-
How do I add a Business Data Column to a
List?
-
How do I search Business Data?

| Course Dates and Location |
# of
Days |
Maximum Class Size
|
Status |
Cost
|
|
July
8-10, 2008,
Charlotte, NC |
3 |
14 |
Seats Available |
$2195 |
|
July
15-17, 2008,
Seattle, WA |
3 |
20 |
Seats Available |
$1895
(hotel not included) |
|
July
22-24, 2008,
Chicago, IL |
3 |
22 |
Seats Available |
$2195 |
|
August 19-21, 2008,
Dallas, TX |
3 |
24 |
Seats Available |
$2195 |
Registration Fee Includes
The registration fee includes your tuition,
hotel room (except in Seattle), student materials, breakfasts, breaks and lunches. Airfare,
ground transportation, and dinners are not
included in the registration fee. Once you are registered for the course, a
hotel room will automatically be reserved in your name
(except in our Seattle location).
Don't need a hotel room? If you are a
local student and do not need a hotel room,
you will receive $100 per day off the price
of the class. Please note this in the
"Questions / Comments" section of
the online
registration form. (This does not
apply in our Seattle location.)
Government, Academic and Non-Profit Discounts
We offer a $400 per person discount to the
following:
- Employees of government entities at the
federal, state and local level
- Employees of universities,
colleges, secondary schools, primary schools
and school districts
- Employees of Non-Profit organizations
All discounts are mutually exclusive and
may not be used in combination with any
other discount.
Corporate Group Discounts
An organization registering two or more
students for the same class at the same time receives a $200 discount per person. The discount will be applied at time of registration.
(May not be used in combination with any
other discount.)
Returning Student Discount
If you previously attended one of our other
courses, you will receive a $200 discount
off the standard price for the course. The discount will be applied at time of registration.
(May not be used in combination with any
other discount.)
Cancellations
Any cancellations up to 30 days before the start of the course will be charged $300. Cancellations within 30 days of the start of the course will be charged $700. Refunds will be sent no later than 30 days after the scheduled course start date.
Course Location Information
Click here for more information on course locations.
Please feel free to contact us at 615-515-0210
x2
or email us at
training@sharepointsolutions.com if we can answer any additional questions.
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