50146: Programming Microsoft Office SharePoint Server

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5 Day Course

Introduction

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. Youll 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

Prerequisites

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

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