50146A: Programming Microsoft Office SharePoint Server

This 5 day deep-dive will guide individuals through the process of architecting and developing Microsoft Office SharePoint applications and customizations with a focus on MOSS fundamentals and features and how to extend them.

Course Outline

This 5 day deep-dive will guide individuals through the process of architecting and developing Microsoft Office SharePoint applications and customizations with a focus on MOSS fundamentals and features and how to extend them. You will see how to customize the document policy feature and add your own actions. You will gain guidance on how to work programmatically with the Records Center, Content Management, Search Center, and Microsoft Office InfoPath Services. You’ll learn to extend the document converter functionality with your own converters, as well as how to integrate with the User Profile and Audience APIs. This course focuses on Microsoft Exam 70-542.

Audience Profile
This course is intended for anyone looking to develop SharePoint customizations at a MOSS core level.
 
At Course Completion
After completing this course, students will be able to:
• Create a Shared Services provider.
• Create an Information policy and a custom expiration date.
• Use record routing and holds.
• Customize a site using enabled controls, variation, and content deployment.
• Create InfoPath forms.
• Use Excel Services.
• Work with data connection libraries.
• Understand and work with BDC.
• Create a document converter.
• Create and administer User Profiles.
• Use Search effectively.

Course Outline
Module 1: Overview
This module introduces the student to the objectives of the course.

Lessons
• This module contains labs only.
Lab : Site Definitions
• Create One of Each WSS/MOSS Site Definition
Lab : Shared Services
• Create a Share Services Provider

Module 2: Document Policies
This module explains how to create and use the object model to create basic information policies and how to create a custom policy resource for the Bar Code policy feature.

Lessons
• Information Management Policy
Lab : Information Management Policies
• Create a Basic Policy (Manually)
Lab : Information Management Policies
• Create a Custom Policy
Lab : Expiration Actions
• Create a Custom Expiration Action
Lab : Custom Policy Resources
• Create a Bar Code Generator
After completing this module, students will be able to:
• Create a basic and custom policy, manually and programmatically.
• Create a custom expiration.
• Create a bar code generator.

Module 3: Records Management
This module reviews configuring and sending documents to the document center, explores the Hold center, and shows how to create and query Record Routing entries.

Lessons
• Document Center
• Records Center
Lab : Records Management
• Use the Records Center
Lab : Records Management
• Record Routing
• Submit a Document
• Create a Hold
Lab : Custom Router
• Create a Custom Router
After completing this module, students will be able to:
• Create a Record Routing entry programmatically.
• Query record routing.
• Submit a document to the Record Center.
• Create a Hold programmatically.
• Query Holds.
• Create a custom router.

Module 4: Content Management
This module explains how to use the browser to implement a content deployment strategy, how to add an action, how to create a variation, how to create content and set up a Path and Job, and how to create Web applications and site collections.

Lessons
• Variations
• Content Deployment
• Content Management
Lab : Content Management
• Page Layouts
Lab : Extend Page Toolbar
• Create the actions
Lab : Variations
• Create a variation
• Variation Label Menu
• Variation Root Landing Page
Lab : Content Deployment Features
• Create a Content Deployment Path and Job
Lab : Content Deployment API
• Create Content Deployment Application
• Test Content Deployment
After completing this module, students will be able to:
• Create a new page layout.
• Extend the Page toolbar.
• Create and use variations.
• Work with the Variation Label menu.
• Customize the variation root landing page.
• Set up content deployment path and jobs.
• Debug content deployment.

Module 5: InfoPath Forms Services
This module demonstrates how to create an InfoPath Form from scratch, reviews default forms loaded by MOSS, and shows how to integrate a form view into your ASP.NET Web forms.

Lessons
• InfoPath Forms Services
• Best Practices
• InfoPath 2007
Lab : InfoPath Forms
• Create an InfoPath Form (Blank Template)
• Create an InfoPath Form (Database)
• Create an InfoPath Form (Xml)
• Create an InfoPath Form (Web Service)
• Create an InfoPath Form (Connection Library)
• Convert Word and Excel to InfoPath
Lab : InfoPath Services
• Review MOSS InfoPath Forms
• Publish/Upload a Form to Forms Library
• Upload Form to InfoPath Forms Services
Lab : InfoPath Forms Services
• Integrate IFS with ASP .NET 2.0
• Coding the XmlFormView Control
• Submitting a Form from ASP .NET
After completing this module, students will be able to:
• Create a variety of InfoPath forms.
• Review MOSS forms.
• Publish a form to Forms Library.
• Use IFS to verify, upload, and/or activate a form.
• Submit a form from ASP.NET.
• Code the XmlFormView control.

Module 6: Excel Services
This module explores how to create an Excel file and publish it to a document library, how to use the Excel Services Web service and create an Excel Snapshot, how to create a UDF, and how to install the EWA Companion.
Lessons
• Excel Services
Lab : Excel Services
• Create and Publish an Excel File
• Shared Data Connections
• Single Sign On Connections
• Customize XLViewer.aspx
Lab : Excel Services Web Services
• Open a Visual Studio .NET Project
• Use the Excel Services Web Service
• Excel Snapshots
Lab : User Defined Functions
• Create a User Defined Function
Lab : Excel Services
• Excel Services Object Model
Lab : EW Companion Lab
• Install EWA Companion
After completing this module, students will be able to:
• Use and configure Excel Services.
• Understand shared and single sign on data connections.
• Customize XLViewer.aspx.
• User Excel Web Services to program to the new 2007 MOSS Web Service interface.
• Execute a spreadsheet.
• Create and use a User Defined Function (UDF).
• Use Excel Services Object Model.

Module 7: Business Data Catalog
This module shows how to define and modify an application definition for SharePoint, how to create a BDC file, how to use the BDC Web Service, and how to set up BDC Indexing.

Lessons
• Business Data Catalog
Lab : Business Data Catalog
• Review/Import an Application Definition File
• Test Your Business Data
Lab : Business Data Catalog
• Review the BDC Schema Files
• Create a BDC App Def File (Manually)
• Create a BDC App Def File (Code Gen)
Lab : Business Data Catalog Permissions
• Import an Application Definition File (Optional)
• BDC Permissions
Lab : BDC Single Sign On
• Modify the Application Definition File (Use DB Credentials)
• Modify the Application Definition File (Use SSO Credentials)
• Custom Single Sign On Solution (Optional)
Lab : Web Services
• Open Visual Studio .NET Project
• Use the Business Data Catalog Web Service
Lab : Business Data Catalog Pages
• Setup BDC Indexing
After completing this module, students will be able to:
• Import an application definition file.
• Use BDC and Filter Web parts.
• Create a BDC file.
• Understand DataSource, entity, and application permission errors.
• Modify BCD to use database credentials and single sign on.
• Customize single sign of solution.

Module 8: Business Intelligence
This module explores the Report Center and explains how to use Filter Web parts.

Lessons
• Business Intelligence
Lab : MOSS Site Definitions
• Use the Report Center
Lab : Filter Web Parts
• Create a New Web Part Project
After completing this module, students will be able to:
• Use the Report Center.
• Use each of the Filter Web parts.

Module 9: Document Converters
This module explains creating and using document converters.

Lessons
• Document Converters
Lab : Custom Document Converter (Optional)
• Create the Converter
After completing this module, students will be able to:
• Use built-in document converters.
• Create and deploy custom converters.

Module 10: User Profiles
This module explores User profile settings, demonstrates how to find details about the User Profile Web Service API, and shows how to import BDC data into SharePoint Profile.

Lessons
• User Profile API
• User Profile Overview
Lab : User Profiles
• Review UserProfiles namespace
• Review User Profile Settings
• Use the User Profile API
Lab : User Profiles
• Examine User Profile Web Service
Lab : User Profiles and BDC
• Connect BDC to SharePoint Profile
After completing this module, students will be able to:
• Add a SharePoint profile property.
• Create, update, and delete a user profile.
• Connect BDC to a user profile property.

Module 11: Audiences
This module explores how to create audience via the Central Administration console, and how to create audience programmatically.
Lessons
• Audiences
Lab : Audiences
• Create Audience via Central Administration
• Create Audience Programmatically
After completing this module, students will be able to:
• Create audiences via central administration.
• Programmatically work with Audiences.
• Create and compile Audiences.
• Get Audience members.

Module 12: Search
This module explores how to use the Search API, the Search Query API, and the Search Web Service API; how to use Search via the browser and through SPQuery; how to modify Relevance settings and to create Best Bets; how to update the Thesaurus; and how to get a typical search result .xml.

Lessons
• Performing Searches
• Programming Search
• Search Overview
• Tuning Search
• Extending Search
Lab : Extending Search
• Use the Search API
Lab : Search Query
• Search Queries
• URL Search
• SPQuery
Lab : Search Web Services
• Use the Search Web Service
Lab : Search
• Relevance
• Keywords and Best Bets
• Thesaurus
• Noise Words
Lab : Customizing Search Results
• Get Search Xml
• Update the Search XSLT
After completing this module, students will be able to:
• Create a content source.
• Create crawl schedules.
• Crawl all scopes.
• Create a crawl rule.
• Create search scopes.
• Conduct a keyword, full text query, URL, SPQuery, and CAML query.
• Use the Search Web service.
• Tune the search with keywords, noise words, and the thesaurus.
• Customize Search results.

Additional Details

Pre-Requisites

Before attending this course, students should have professional development experience with: - Microsoft Visual Studio 2005 - the Microsoft .NET Framework 2.0 - Microsoft ASP.NET 2.0. Attendees should also be familiar with Microsoft Office products such as: - Microsoft Office Word - Microsoft Office Excel - InfoPath You should have also taken the Advanced SharePoint Programming Part I course.

Certificates offered

MS Certification

Cancellation Policy

Students are required to give notice if they are unable to attend their class:

2 weeks (10 full business days) or longer prior to training date = full refund
1 to 2 weeks (5 - 9 full business days) prior to training date = 50% of course fee refund
Less than 1 week (4 full business days or fewer) prior to training date = 0% refund

NOTE: You may substitute classes or students at any time.

Map & Reviews

New Era Technology Training
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It was hard to see the instructors screen. It was a projector that was turned toward a white board.

Reviewed by Arlene R. 2012

   

Jason Hall is fantastic and I look forward to taking another course with him. My last experience at New Era was not great; the instructor did not meet our expectations and the computers were not working when we arrived. But Jason made the day fly by and I felt like I learned not only the set curriculum but gained lots of additional presentation skills.

Reviewed by Maya D. 2012

   

The instructor in this class was EXCELLENT. I would highly recommend her as she really knew what she was doing and her etaching style was great. AWESOME instuctor.

Reviewed by Pamela T. 2012

   

The trainer was very knowledgeable and kept the course moving at a great pace. I wish I could take her home with me, so she could help me teach photoshop at the school I work at.

Reviewed by Michelle . 2012

   

The course was very helpful and the instructor was very knowledgable and made the effort to make sure all class members were understanding the excersizes and were on the same page. My only complaint is that the computers seemed a little worn out. Throughout the day most students in the class ran into some sort of issue with the computer not working the way it should. And during our practice time closer to the end of the day all the computers started crashing.

Reviewed by Lori F. 2012

   

The Instructor was fabulous and is the reason that I truly enjoyed the course.

Reviewed by Michelle F. 2011

   

Alex was extrememly helpful and knowlegeable.

Reviewed by Dawn G. 2011

   

The course was excellent, but I felt a little out of my league. The participants in the course were designers and IT people who had used other versions of SharePoint. While I benefited from their questions and comments during the class, I feel "lost" now that I'm back on my own at the office. Perhaps I was in the wrong coarse, but it did say power "user".

Reviewed by Sharon T. 2011

   

Alex is great!

Reviewed by ellen m. 2011

   

Jane is a wonderful teacher! i will gladly take any class she teaches!

Reviewed by Essante P. 2011

   

Jane is an excellent teacher! She is very knowledgable and is enthusiastic about the course!

Reviewed by Essante P. 2011

   

Very good - presented course material in an engaging way.

Reviewed by Claudine T. 2011

   

The instructor didn't provide a lot of structure to the class, he just skimmed through the material and didn't go into it very deep. As a result, the class finished up 1.5 h early as well. He tried to add material from PMI (which was missing from the course materials) but this sometimes just made things more confusing. The PMI material should really be in the course material to start with. Otherwise, the instructor was helpful, knowledgeable and had a good demeanor.

Reviewed by Laverne R. 2011

   

It was informative

Reviewed by Amanda N. 2011

   

Very good course with a very knowledgeable instructor. Class was at full occupancy and I felt that the class size was too large.

Reviewed by Amanda B. 2011

   

There were only 4 students so it went fast and we finished early. Personally I would have liked to spend more time practicing. Perhaps some reference to the book and if there were any practice exercises in there that we could use to gain more experience with Visio.

Reviewed by Denise T. 2011

   

The course started 40 minutes late because they did not have the correct computers set up for the program. It's like they were not even expecting us. I found it very disorganized. For the price I paid for this course, I expected a more professional presentation.

Reviewed by Karyn J. 2011

   

Instructor was very soft spoken did not have all the answres but did get answers later in the class.

Reviewed by Thomas H. 2011