On-site technical training andworkshops by New Instruction, LLC

Application Development with Microsoft Office SharePoint Server

I. Workshop Overview
  This module explains how the class will be structured and introduces workshop materials and additional administrative information.
   (a) Introduction
   (b) Workshop Materials
   (c) Facilities
   (d) Prerequisites
   (e) What We'll Be Discussing
    Lab 1: Setup.
   (f) Set up Web Applications for Lab Use
II. Custom Authentication
  This module explains ASP.NET providers, how to create a single sign-on, and how to configure a SharePoint Web Application.
   (a) Overview
   (b) SharePoint = ASP.NET Application
   (c) ASP.NET Providers
   (d) Microsoft Single Sign-On
    Demo: Custom authentication.
    Lab 1: Custom authentication.
   (e) Create a Username/Password Database
   (f) Create a User
   (g) Configure .NET Config File
   (h) Configure a SharePoint Web Application to Use Forms Authentication with Custom Provider
    Lab 2: Single Sign-On.
   (i) Configure a Single Sign-On
   (j) Program a Single Sign-On
   After completing this module, participants will be able to:
    ∙ Configure a Microsoft Single Sign-On.
    ∙ Configure a SharePoint Web Application.
III. SharePoint Permissions
  This module explains the permissions in Microsoft Windows Server Systems (WSS) and how they have been enhanced, explains how to set permissions at an item level, and describes naming conventions.
   (a) Overview
   (b) IIS Application Pools
   (c) SharePoint Windows Groups
   (d) SharePoint Default Groups
   (e) ASP.NET Membership/Role Provider
   (f) Assignable Entities
   (g) Custom Permission Levels
   (h) Permissions
   (i) Site/List/Item Permission Inheritance
   (j) Security Trimmed Interface
   (k) Web Application Policy
   (l) SPSecurity Class
   (m) Single Sign-On
    Demo: SharePoint Permissions
    Lab 1: SharePoint Permissions.
   (n) SharePoint Default Groups
   (o) Membership Users
   (p) Custom Permission Sets
   (q) Site/List/Item Permission Inheritance
   (r) Web Application Policy
   After completing this module, participants will be able to:
    ∙ Set permissions at an item level.
    ∙ Use the Membership/Role provider feature of ASP.NET 2.0.
IV. In-Browser Customization
  This module explains how to add and edit new pages using web parts, master pages, and themes.
   (a) Overview
   (b) SharePoint UI Overview
   (c) Default.aspx
   (d) Everything Is a List
   (e) Using Web Parts
   (f) Customization Web Parts
   (g) Adding New Pages
   (h) Editing New Pages
   (i) Master Pages
   (j) Themes
   (k) Navigation
    Demo: In-Browser Customizations
   (l) Page Layouts
   (m) Content Types
   (n) Content Management Server (CMS)
    Lab 1: In-Browser Customizations.
   (o) Default.aspx page
   (p) Adding web parts
   (q) Add/edit a new page
   (r) Apply a master page
   (s) Apply a theme
   (t) Versioning and content approval
   After completing this module, participants will be able to:
    ∙ Personalize site pages using web parts.
    ∙ Create and use master pages and themes to make it easy for end users to change the site to their preferences.
V. Basic SharePoint Designer
  This module explains the SharePoint designer basics, how to create and modify existing sites, and how to create CSS style sheets.
   (a) Overview
   (b) SharePoint Designer Basics
   (c) Creating/Modifying Existing Sites
   (d) Exploring Team Sites
   (e) Exploring Portal Sites
    Demo: SharePoint Designer
   (f) ASP.NET Pages
   (g) SharePoint Designer Editing Features
    Demo: SharePoint Designer
   (h) Creating Master Pages
    Demo: SharePoint Designer
   (i) Using SharePoint Controls
    Demo: SharePoint Designer
   (j) Creating CSS Style Sheets
    Demo: SharePoint Designer
    Lab 1: Basic SharePoint Designer Tasks.
   (k) Create a Site
   (l) Add an ASPX Page
   (m) Create a Master Page
   (n) Override CSS
    Lab 2: Basic SharePoint Designer Tasks.
   (o) Check In/Check Out
   (p) Add Web Parts
   (q) Add Web Part Zones
   (r) Adding Images
   (s) Reset to Site Definition
   After completing this module, participants will be able to:
    ∙ Make simple changes to your SharePoint site.
    ∙ Update master pages.
    ∙ Create and override CSS.
VI. Advanced SharePoint Designer
  This module explains reports, data views, data sources, and how to back up and restore a Web site.
   (a) Overview
   (b) Built-In Reports
   (c) Data Views
   (d) Data Sources
   (e) Backup Web Site
   (f) Restore Web Site
    Demo: Advanced SharePoint Designer.
    Lab 1: Advanced SharePoint Designer.
   (g) Reports
   (h) Data Views
   (i) Data Sources
   (j) Backup a Site
   (k) Restore a Site
   After completing this module, participants will be able to:
    ∙ Run reports for quick data mining of the sites.
    ∙ Backup and restore a site.
VII. Content Types
  This module explains different content types, document information panes, and how to create custom content types.
   (a) Overview
   (b) Content Types Introduction
   (c) Built-In Content Types/ Inheritance
   (d) Content Type Settings
   (e) Site/Content Type Columns
   (f) Document Information Panel
   (g) Workflows
   (h) Custom Content Types
    Demo: Content Types.
    Lab 1: Content Types.
   (i) Built-in Types
   (j) Document Information Panel
   (k) Workflows
   After completing this module, participants will be able to:
    ∙ Define metadata layers around content.
    ∙ Build columns.
    ∙ Assign items to common content.
VIII. Site Definitions
  This module explains WSS built-in definitions, Microsoft Office SharePoint Server 2007 built-in definitions, and CAML and describes the different SharePoint templates and themes.
   (a) WSS Built-In Site Definitions
   (b) MOSS Built-In Site Definitions
   (c) CAML
   (d) Custom Site Definitions
   (e) Site Definition Elements
   (f) Site Definition Configuration Element
   (g) SharePoint Solution Generator
   (h) SharePoint Templates
   (i) SharePoint Themes
    Demo: Site Definitions.
    Lab 1: Site Definitions.
   (j) Create Site Definition (manually)
   (k) Create Site Definition (Visual Studio)
    Lab 2: SharePoint Solution Generator.
   (l) SharePoint Solution Generator
    Lab 3: SharePoint Templates.
   (m) SharePoint Templates
    Lab 4: SharePoint Themes.
   (n) Create a SharePoint Theme
   After completing this module, participants will be able to:
    ∙ Add branding to the default site definitions.
    ∙ Use the Solution Generator.
IX. Features
  This module explains types of features and how to create, activate, and deactivate them.
   (a) Features Overview
   (b) Types of Features
   (c) Feature Scopes
   (d) Feature Dependencies
   (e) Feature Localization
   (f) Feature Event Receivers
   (g) Creating Features
   (h) Deploying Features
   (i) Activating/Deactivating Features
   (j) Solutions
    Demo: Features.
    Lab 1: Features.
   (k) Creating a Feature
   (l) Deploying a Feature
    Lab 2: Features.
   (m) Create a Feature using Visual Studio
    Lab 3: Solutions.
   (n) Package features into a solution
   After completing this module, participants will be able to:
    ∙ Scope a feature such as a web part.
    ∙ Create, deploy, activate, and deactivate features.
X. Web Services API
  This module explains web services API and some common SharePoint Web Services that are available.
   (a) Overview
   (b) Web Service APIs
   (c) Why Use Web Services
   (d) Common SharePoint Web Services
    Demo: Finding and Using SharePoint Web Services.
    Lab 1: Web Service API.
   (e) Find Web Service
   (f) Add Web Service Reference
   (g) Use the Web Service
   After completing this module, participants will be able to:
    ∙ Use web services to integrate your applications with SharePoint.
XI. Web Part Development
  This module explains web part connections, upgrading web parts, and code access security.
   (a) Overview
   (b) Web Parts
   (c) WSS 2.0 vs. WSS 3.0 Web Parts
   (d) ASP.NET Web Part Class
   (e) Web Part Connections
   (f) Web Part Connections (Interfaces)
   (g) Upgrading your Web Parts to WSS 3.0
   (h) When to use SharePoint Web Part Class
   (i) Web Part Permissions
   (j) Code Access Security (CAS)
   (k) Web Part Performance Hints
    Demo: WebParts.
    Lab 1: WebParts.
   (l) Creating WebParts
   (m) Deploying WebParts
   (n) Build WebParts that Interface with Data Sources
    Lab 2: WebParts.
   (o) Implement Web Part Connections
    Lab 3: WebParts.
   (o) Implement Synchronous Web Part
   (q) Implement Asynchronous Web Part
   After completing this module, participants will be able to:
    ∙ Use web parts to customize and personalize.
    ∙ Connect web parts to each other to implement more advanced functionality.
XII. Client Side Scripts / AJAX
  This module explains how to emit client side scripts and describes common AJAX uses.
   (a) Overview
   (b) Client Side Scripts
   (c) Emitting Client Side Scripts
   (d) AJAX Introduction
   (e) Common AJAX Uses
   (f) SharePoint AJAX Support
    Demo: Client Side Scripts.
    Lab 1: Client Side Scripts / AJAX.
   (g) Client Side Scripts
   (h) AJAX
   After completing this module, participants will be able to:
    ∙ Move functionality from Server to Client.
    ∙ Enhance user experience by using AJAX.
XIII. Object Model
  This module explains object model Dlls and how to use the object model.
   (a) Object Model Overview
   (b) Object Model Dlls
   (c) Using the Object Model
   (d) SPSite vs. SPWeb
   (e) Namespace Changes (2.0 to 3.0)
    Demo: Object Model.
    Lab 1: Object Model.
   (f) Object Model Dlls
   (g) Using the Object Model
   After completing this module, participants will be able to:
    ∙ Build applications that extend functionality.
    ∙ Create tools to automate common administrative functions.
    ∙ Allow other .NET applications to integrate with SharePoint.
XIV. Custom Field Types
  This module explains how to create built-in types and custom field types.
   (a) Overview
   (b) Field Types Introduction
   (c) Built-In Field Types
   (d) Custom Field Types
    Demo: Custom Field Types.
    Lab 1: Custom Field Types.
   (e) Building Custom Field Types
   After completing this module, participants will be able to:
    ∙ Create custom field types to enhance the functionality of lists in SharePoint.
XV. SharePoint Events / Timer Jobs
  This module explains how to create new events in SharePoint.
   (a) Overview
   (b) SharePoint Event Handler History
   (c) New Events
   (d) More Event Details
   (e) SharePoint Timer Service
   (f) SP JobDefinition Class
    Lab 1: SharePoint Events.
   (g) Create an Event
   (h) Assign an Event to a List
   (i) Assign an Event to a Site
    Lab 2: SharePoint Timer Jobs.
   (j) Create a Timer Job
   After completing this module, participants will be able to:
    ∙ Add event receivers to objects (lists and sites).
    ∙ Understand the object model.
    ∙ Include event receivers on SharePoint sites.
XVI. Shared Services
  This module explains the features of the shared services.
   (a) Overview
   (b) Shared Services Features
   (c) Life without Shared Services Features
   (d) Life with Shared Services Features
    Lab 1: Setup Shared Services.
   (e) Setup Shared Services
   After completing this module, participants will be able to:
    ∙ Add extra functionality with Shared Services.
XVII. Workflows (SP Designer)
   This module explains the differences between SharePoint Designer workflows, conditions, and actions.
   (a) Overview
   (b) Built-In WSS/MOSS Workflows
   (c) SharePoint Designer Workflows
   (d) SharePoint Designer Conditions
   (e) SharePoint Designer Actions
   (f) Extending SharePoint Designer Workflows
    Demo: SharePoint Designer Workflows.
    Lab 1: MOSS Workflows.
   (g) Create and Use Each of the MOSS Workflows
    Lab 2: Workflows (SP Designer).
   (h) SharePoint Designer Workflows
   (i) Extending SharePoint Designer
   After completing this module, participants will be able to:
    ∙ Use SharePoint workflows, conditions, and actions.
    ∙ Add conditions and actions to further the functionality.
XVIII. Workflows (Visual Studio)
   This module explains the types of workflows and how to use them with Visual Studio and SharePoint.
   (a) Overview
   (b) Windows Workflow Foundation
   (c) Workflow Persistence
   (d) Workflow Types
   (e) Workflows with Visual Studio
   (f) SharePoint Workflows
   (g) SharePoint Workflows Forms
   (h) Debugging a Workflow
   (i) Comparison of Visual Studio vs. SharePoint Designer
    Demo: Workflows (Visual Studio).
    Lab 1: Workflow (Visual Studio).
   (j) Create a Custom Workflow
   After completing this module, participants will be able to:
    ∙ Create and use workflows.
    ∙ Design workflows with Visual Studios.
XIX. ASP.NET Localization
  This module explains how to use RESX files, SharePoint resource files, and SharePoint language Packs.
   (a) Overview
   (b) ASP.NET Localization
   (c) Culture and UICulture
   (d) RESX Files
   (e) Implicit vs. Explicit
   (f) SharePoint Resource Files
   (g) Browser Language
   (h) SharePoint Language Packs
    Demo: ASP.NET Localization.
    Lab 1: ASP.NET Localization.
   (i) RESX Files
   (j) Browser Language
   After completing this module, participants will be able to:
    ∙ Localize a SharePoint site for other languages and cultures.
    ∙ Override the default SharePoint RESX Files.
XX. SharePoint/Microsoft FrontPage RPC
  This module explains how to use FrontPage RPC and SharePoint RPC.
   (a) Overview
   (b) FrontPage RPC
   (c) SharePoint RPC
    Lab 1: SharePoint RPC.
   (d) Call a Simple SharePoint RPC Method
   After completing this module, participants will be able to:
    ∙ Use RPC methods do the work.
XXI. Excel Services
  This module explains how to use Excel Services.
   (a) Overview
   (b) Excel Services Trusted Locations
   (c) Excel Services Web Parts
   (d) Excel Services Object Model/Web Services
    Lab 1: Excel Services.
   (e) Create and Upload an Excel File
   (f) Add a Trusted Location
   (g) Configure Excel Web Parts
   After completing this module, participants will be able to:
    ∙ Use Excel Services to centralize Excel files.
    ∙ Prevent "bad" Excel files from being uploaded by using trusted locations.
XXII. Business Data Catalog
  This module explains Business Data Catalogs.
   (a) Overview
   (b) Application Definition Files
   (c) Business Data Catalog Web Parts
   (d) Business Data Catalog Indexing
   (e) Business Data Catalog with Single Sign-On
    Lab 1: Business Data Catalog.
   (f) Install a BDC Application
   (g) Setup BDC Web Parts
   (h) Create a List that Uses BDC Data
   After completing this module, participants will be able to:
    ∙ Using BDC to gain access to important data in a backend system.
    ∙ Use BDC data to populate list data.
XXIII. Business Intelligence
  This module explains how to use the report center, KPIs, dashboards, and Reporting Services Integration.
   (a) Overview
   (b) Report Center
   (c) Key Performance Indicator (KPI)
   (d) Dashboards
   (e) Reporting Services Integration
    Lab 1: Business Intelligence.
   (f) Integrate SQL Server Reporting Services
   (g) Create a Report
   (h) Use the Reporting Services Web Part
   After completing this module, participants will be able to:
    ∙ Use the Report Center as the main portal to reports and business data.
    ∙ Utilize KPIs for quick and easy decision making.
    ∙ Integrate Reporting Services seamlessly with SharePoint sites.
XXIV. Upgrading WSS 2.0 to 3.0
  This module explains how to use Prescan.exe and database migration and explains some migration issues.
   (a) Overview
   (b) Prescan.exe
   (c) In-Place Upgrade
   (d) Side-By-Side/ Gradual Upgrade
   (e) Side-By-Side/Gradual Upgrade Steps
   (f) Database Migration Upgrade
   (g) Upgrading Site Definitions
   (h) Migration Issues
    Lab 1-4: Migrating SharePoint.
   (i) In-Place Upgrade
   (j) Gradual Upgrade
   (k) Database Migration
   (l) Migration Issues
   After completing this module, participants will be able to:
    ∙ Use the Prescan.exe tool to find common issues.
    ∙ Test the migration in a staging environment.

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