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SharePoint Training Overview

We are using all of our resources to bring the best possible Microsoft Office SharePoint Server 2007 training to our clients.   Therefore, we no longer offer SharePoint 2003 classes.  If your company is upgrading soon, we recommend the SharePoint 2007 class, which covers all new SharePoint features as well as upgrade from SharePoint 2003.  For a limited time we are giving away free SharePoint 2003 & 2007 Training DVD with each class registration.

Instead of a live class, you can purchase our fundamentals or development interactive SharePoint 2003 Training DVD based on five years of consulting and training experience with SharePoint and over ten years experience with other document management and portal systems.


  • Course Overview
  • Outline - Fundamentals
  • Outline - Development


  • SharePoint features and how they differ in Windows SharePoint Services (WSS) and Office Portal Server
  • New features in Word, Excel, Outlook, and InfoPath that make SharePoint really useful
  • Best practices for organizing Portal and WSS sites
  • How to administer WSS sites and Portal areas content
  • How to administer WSS sites and Portal areas security
  • How to administer user profiles, active directory imports, and how to setup useful audiences
  • The architectural foundation of SharePoint platform
  • Differences between site definitions and site templates and advantages, disadvantages of using one or the other
  • How to use FrontPage 2003 to change look and feel of SharePoint sites and create web parts that display information from various data sources as well as when not to use
  • How and when to use various backup and restore tools
  • How to setup search indices, content sources, and search scopes
  • How to use Portal search to its full potential
  • How to use out of box usage
  • How to plan deployment, set up multiple portals, content databases
  • How to administer virtual servers and set up stand alone site collections
  • How to customize style sheets
  • Best practices on how  to go through the SharePoint project from start to finish
Develpment Topics

  • How to develop ASP.NET applications that work with WSS and Portal object models
  • Details of most widely used sections of the object model (sites, websites, lists, lists items, fields, user profiles, virtual servers)
  • How to make custom ASP.NET pages look and feel adhere to rest of the SharePoint pages
  • How to develop and deploy web parts that access SharePoint object model, external databases and web services.
  • How to add web part properties, custom tool parts and web part connections
  • How to reuse custom user controls and place web parts in web forms
  • Code security and performance
  • How to extend out of box usage analysis
  • How to modify site definitions; change look and feel, add items to context menus, and add new columns and views to lists
  • How to use CAML in the object model
  • Design patterns in Portal and WSS site definitions
  • How to build custom queries and result sets for portal search
  • Impersonation issues and using application pool account to access SQL databases
  • How to develop applications that use document library events and how to extend workflow using document library events
  • How to administer single sign on and how to build web parts that use single sign on object model

Part 1 - Fundamentals

System Administration / Content Management / Design


Windows SharePoint Services (WSS) Site
  • Document libraries
  • Off the shelf lists
  • Custom lists
  • Discussion options
  • Web parts and web pages
  • Alerts
  • Approval
  • Search
  • Site settings
  • Site collection administration
  • Office integration
Portal
  • Navigation
  • Area settings
  • Area templates
  • Listings
  • Managing WSS content in areas
  • Portal web parts
  • Portal area and WSS site differences
  • Typical urls
  • Portal/WSS site content organization
My Site
  • Profile
  • “My Site” area
  • WSS functionality
  • Web parts
Functional Security
  • Roles, groups, rights for WSS sites and portal
  • List permissions
  • List item level permissions
  • Permission inheritance
  • Authenticated users access 
  • Anonymous access
  • Users vs. user information list
Application Security
  • IIS authentication
  • Admin access
  • Database access
  • Firewall
  • Profile properties
  • Active Directory imports
  • Creating audiences
  • Using audiences in web parts, listings, and my site
Web/Application Server
  • What is stored in the IIS metabase
  • ISAPI filter
  • ASP.NET handler
    • Direct Access
    • Safe Access
  • Managed object model
  • Unmanaged code
SQL Server
  • Configuration database
  • Content database
    • Core content: sites, webs, docs, lists, userdata tables
    • Document management
    • Alerts
  • Best Practices
Site Definitions overview
  • Onet.xml
  • Schema.xml
  • Webtemp.xml
  • CAML
  • Making global changes
  • Making global changes
Site Templates
  • Site and list galleries within each site collection
  • Save as template functionality
  • Deployment
  • Portal considerations
  • Stsadm.exe addtemplate option
  • Advantages and disadvantages of using site definitions and templates
  • Microsoft recommended approach vs. making direct changes to site definitions
  • Opening web sites for editing
  • Design, code, and split views
  • Data source catalog
  • Data views
  • Formatting in data views
  • Web part connections - connected data views
  • Ghosted/Unghosted pages
  • Editing portal site areas
Server and database components
  • Component assignments
  • Database settings
  • Multiple content databases
  • Planning database size
Deployment Scenarios
  • Stand alone WSS site collection
  • Virtual servers that point to existing SharePoint virtual servers
  • Shared Services
  • Multiple portals
  • Using one portal as my site portal
  • Microsoft OTG case study
  • Object model access<
  • Throughput and scale limits
  • Portal and WSS search comparison
  • Portal alerts
  • Advanced search
  • Content sources and indices
  • Content rules
  • Crawl scheduling and update types
  • Search and indexer performance
  • Storage requirements
  • Security
  • Properties, keywords, scopes
  • Noise words and thesaurus
  • Using Get parameters to access search
  • Manipulating search results web part
  • Office research pane
  • Types of usage analysis
  • Enabling log usage analysis and accessing through web interface
  • Accessing usage reports through FrontPage 2003
  • SPReport tool
  • SharePoint database backup and restore tool
    • Backup and restores using user interface
    • Command line - spsbackup.exe
  • Stsadm.exe - backup option and restore options
  • Moving site collections
  • Restoring a document or a list
  • FrontPage 2003 backup site option
  • Smigrate.exe - migrating SharePoint sites
  • Virtual Server General Settings
  • Managing Templates and setting locks on site collections
  • Deleting Unused Sites
  • Managed paths
  • Editing WSS and Portal stylesheets
  • Installing 3rd party web parts
Initial Planning
  • Core team definition
  • Initial training
  • Scope of the deployment
  • Creating "Hello World" application
Pilot Deployment (single server, out box deployment)
  • Define taxonomy
  • Define document management
  • Plan functional security for the portal
  • Define area managers
  • Define and import user profiles
  • Plan search
  • Plan the personal site
  • Plan desktop strategy
  • Define education strategy:
  • Test pilot
  • Other resources
  • Notable 3rd party solutions
  • Useful links

Part 2 - Development

Development / System Architecture


  • Types of customizations
  • Creating "Hello World" application
  • Working with SharePoint object model
    • Viewing and updating List data
    • Setting Alerts
  • Displaying User Profile properties
    • Working with areas and listings
  • Debugging applications
  • Using stylesheets in ASPX pages
  • Examining "Content Rating" application
  • Code security
  • Code performance
  • Object model references
  • Extending Usage analysis using the object model
Design patterns in WSS and Portal site definitions
  • Use of “path” attribute
  • Use of configurations
Custom "Document Rating" site definition
  • Creating new site definitions
  • Adding columns
  • Adding new lists
  • Changing ows.js
  • Modifying fldtypes.xml
  • Add column to a list using CAML
  • Use SPQuery to filter list items
  • Retrieve field schema in a list
  • What are web parts in SharePoint 2003
  • Developing "Hello World" web part
  • Working with SharePoint object model
  • Accessing SQL databases and web services
  • Try and Catch statements and enabling call stack
  • Creating custom properties toolparts
  • Web parts outside of web part zones
  • Manual web part deployment
  • Deployment using stsadm.exe
  • Creating cab packages
  • Code security – permissions and trust levels
  • Using ASCX controls in web parts
  • Overview
  • Examining the required interface methods and events
  • Creating web parts with connections using Visual Studio SharePoint templates
  • Custom navigation web part for portal
  • Overview
  • How to enable, develop
  • Developing event handlers in Visual Studio
  • Possibilities - extending workflow
  • When to use impersonation
  • What not to do
  • Web.config
  • Impersonation in code
  • Reverting to application pool account for database access
  • Using object model to query portal search
  • Overview
  • Enabling
  • Creating application definitions
  • Getting and setting credentials using the object model within web parts
  • Other resources
  • Notable 3rd party solutions
  • Useful links



SharePoint Training - Student Testimonies

Please contact us for student referrals that are specific to your industry or read the SharePoint Training testimonials that we have already included below.

"The instructor's knowledge was excellent.  One of our company's main concerns about the training, especially on newer technology, is the amount of knowledge and experience the instructor holds.  We have paid top dollar in the past for training where the instructor read from a manual.  It was clear that the instructor was not only experienced with SharePoint Portal 2003 & WSS, but was also experienced with teaching.  Also, the spectrum of data covered was extremely relevant.  There are so many sides to this product.  I took clear understanding of all the major aspects needed to begin using a SharePoint solution.  The pace of training was easy to follow and all of the code examples, manual, and the DVD will help fill in anything I missed."

“The best things about the class were excellent presentation, individual attention, and product coverage.”

"Topics covered during the training were relevant to our intranet site.  Presentation was clear and concise. Instructor was extremely knowledgeable in all topics covered and was always available for questions, particularly real-time site questions.   Thank you for all your help!   Excellent class."

"I enjoyed the relaxed atmosphere of the class that the instructors created. Their knowledge of the product  being presented seemed to put all of the students at ease - we knew we were attending the best class to learn about the product."

  • View more student testimonies
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