PLANNING COLLABORATIVE SOLUTIONS WITH MICROSOFT OFFICE XP TECHNOLOGIES Introduction The goal of this two day instructor led course is to teach business decision-makers in the Developer arena how to plan for the use of Microsoft Office XP with other collaborative technologies, so that they are delivering the most appropriate solution to real-work problems. Potential students of the course are aware that they can do more with these products than their current implementation, but they do not know exactly what they can do, what skills are needed or how to approach the design of a collaborative application. This overview course will provide a framework for the evaluation of these technologies, what business problems they can help resolve, and the skill sets needed for each of the technologies. This will allow us the opportunity to direct them to specific Microsoft courseware that will provide the depth skills needed by their developers for these technology implementations. Audience This course is intended for business decision makers and recommendation makers with the technical knowledge that they need to make informed strategic decisions about implementing collaborative solutions. These people are the IT department heads in large organizations, or the person assigned by such a department head to research the technologies and make a decision; or in smaller organizations, they could be the person implementing a solution. At Course Completion At the end of the course, students will be able to: Describe the Principal Functions of Office XP, SharePoint Portal Server, SharePoint Team Services, Exchange 2000, SQL Server, and BizTalk Server. Define the requirements and identify the skills necessary to integrate line-of-business data into Office XP. Define the requirements and identify the skills necessary to implement an approval routing process using Office XP and Exchange 2000 Server. Define the requirements and identify the techniques and skills necessary for teams to collaboratively create and publish Web content using Office XP. Define the requirements and identify the collaborative technologies and skills necessary in SharePoint Portal Server, and explain how they can be used to enhance the process of content creation. Define the requirements and identify the skills necessary to use Digital Dashboard technology to aggregate on-line data, to modify Digital Dashboards, and to create new Web Parts for Digital Dashboards. Microsoft Certified Professional Exams This course will help the student prepare for the following Microsoft Certified Professional exam: • There is no Microsoft Certified Professional exam associated with this course. Prerequisites There are no prerequisites for this course. Course Outline Module 1: Introduction to SharePoint Team Services The following topics are covered in this module: Enhancing Teamwork by Using SharePoint™ Team Services Using SharePoint Team Services Understanding Surveys Installation At the end of this module, you will understand Microsoft SharePoint Team Services. This includes: Identify the ways in which SharePoint Team Services can be used to support team collaboration for particular projects. Use and apply the features of SharePoint Team Services, including document libraries, subscriptions, and discussions, to facilitate the sharing of information. Create and use surveys in SharePoint Team Services to receive structured feedback from your teams. Plan for the installation, administration, and customisation of a SharePoint Team Services Web site. Module 2: Sharing Line-of-Business Data by Using Office XP The following topics are covered in this module: Introducing Smart Tags Developing Smart Tags Introducing Web Queries Introducing XML Introducing Office Web Components Using a Data Access Page to Present Information At the end of this module, you will understand how the collaborative technologies in Microsoft Office XP can facilitate the sharing of line-of-business data. This includes: Identify a smart tag and explain how smart tags increase the speed of access to knowledge from Office XP applications. Recognize instances where custom smart tags could be created to improve access to your particular line-of-business data. Learn about the advantages of using Web Queries to dynamically interact with data that is downloaded from the Web. Identify the role of Extensible Markup Language (XML) and Extensible Stylesheet Language (XSL) in integrating line-of-business information into Office XP and its relationship with Microsoft .NET. Identify the benefits of using Office Web Components to interactively analyze and display data in charts, tables, and spreadsheets. Learn how you can create a Data Access Page to access information that is stored in a database, through a Web site. Module 3: Technology Transfer Discussion #1 The purpose of this discussion is to summarize the thinking of Modules 1 and 2 in terms of transfer to the student's business environment. This discussion includes an opportunity for students to ask any questions they may have regarding this technology transfer. Module 4: Implementing Knowledge Management Strategies The following topics are covered in this module: Developing a Knowledge Management Strategy SharePoint Portal Server in a Knowledge Management Solution Using Office XP with SharePoint Portal Server Using SharePoint Portal Server To Access Business Data Introducing Digital Dashboards At the end of this module, you will understand Microsoft SharePoint Portal Server and its functions in collaboration. This includes: Identify the value of implementing a knowledge management system and define the features of the document management component of a knowledge management solution. Identify the key features of SharePoint Portal Server and recognize how they present an integrated document management solution for an enterprise that maintains multiple data sources, such as Microsoft Exchange 2000, file shares, Lotus Notes databases, and Internet and intranet sites, including Web sites created with SharePoint Team Services. Identify the features of Microsoft Office XP that integrate directly with SharePoint Portal Server, enabling the addition of content, the ability to publish documents, and the ability to search for information directly from a workspace. Identify and define the resources required to plan and implement a document management strategy using the document management features of SharePoint Portal Server. Define the function of the digital dashboard and identify how it is used to access and display customized information about the workspace. Module 5: Developing Collaborative Applications The following topics are covered in this module: Introduction to Collaborative Technologies Web Storage System Events Using a Workflow to Route Documents Creating a Workflow by Using Microsoft Office XP Developer Working with Other Business Processes At the end of this module, you will understand how you can develop collaborative solutions by using Microsoft tools and technologies, and how organizations can use these tools and technologies to improve business processes both internally and with other organizations. This includes: Describe the skills that are required to develop collaborative applications on the Web Storage System and describe the features that Microsoft Exchange offers to the application developer. Define the concept of events in a Web Storage System. Understand when it is advantageous to use a workflow to route documents. Define the process of designing and implementing a workflow using the Microsoft Development Environment in Microsoft Office Developer and the resources that are required to develop a presentation component for a workflow. Understand workflow states and transitions. Define the ways in which businesses can collaborate with each other by using Microsoft BizTalk™ Server 2000. Module 6: Technology Transfer Discussion #2 The purpose of this discussion is to summarize the thinking of Modules 4 and 5 in terms of transfer to the student's business environment. This discussion includes an opportunity for students to ask any questions they may have regarding this technology transfer. Module 7: Working with SharePoint Team Services This module provides students hands-on experience with Microsoft SharePoint Team Services. At the end of this module, you will be able to use SharePoint Team Services. This includes: Create and configure a new Microsoft SharePoint Team Services team site. Create and configure a document library. Create a survey. Create a list and set custom properties for the list. Work with contacts and views. Customize a SharePoint Team Services site by using Microsoft FrontPage® 2002. Create a document approval process for a SharePoint Team Services document library. Module 8: Working With Office XP Technologies This module provides students hands-on experience with Office XP Technologies. At the end of this module, you will be able to use Office XP technologies. This includes: Create a smart tag by using the Microsoft Office Smart Tag List tool (MOSTL). Perform a search of Microsoft SharePoint Portal Server for the term that was recognized by the smart tag. Perform Web Queries from within Microsoft Excel. Demonstrate the use of XML by Excel. Recognize XML. Recognize Extensible Stylesheet Language (XSL) and describe how XSL can be used to transform XML data. Create a PivotTable report and publish it to a Web site. Create a PivotChart report and publish it to a Web site. Module 9: Working with SharePoint Portal Server This module provides students hands-on experience with SharePoint Portal Server. At the end of this module, you will be able to use SharePoint Portal Server. This includes: Access the Microsoft SharePoint Portal Server workspace by using Web folders, a dashboard site, and Microsoft Office applications. Add new content to SharePoint Portal Server. Perform advanced searches of SharePoint Portal Server. Create digital dashboards. Create Web Parts by using SharePoint Portal Server. Create Web Parts by using Microsoft Office XP. Create digital dashboards and Web Parts by using Microsoft Office XP Developer. Module 10: Using Workflows This module provides students hands-on experience with using workflows. At the end of this module, you will be able to use workflows within Office XP Developer. This includes: Create a public folder on Microsoft SharePoint Portal Server, and use Microsoft Office Developer to apply a workflow to the folder and enable the workflow. Inclusive to the overall costs of this Microsoft training course is equipment, training material, lunch and refreshments.