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Enterprise Content Management with SharePoint Server 2007

 

Class runs daily from 9 AM to 5 PM.

Lecture Schedule:

  • Day 1: Modules 1-3
  • Day 2: Modules 4-6
  • Day 3: Modules 7-9
  • Day 4: Modules 10-12
 

Class Detailed Agenda

Module 1 - WSS, MOSS and the ECM Lifecycle 


  • Understanding the Enterprise Content lifecycle
  • Managing the document creation process using content types and document templates
  • Tracking and controlling document editing, check-in, check-out and versioning
  • Controlling when and how content is published and consumed
  • Using event receivers to manage the content lifecycle

Module 2 - Document Libraries and Content Types 


  • Role-based content modeling and effective metadata design
  • Extending content types with custom schemas to enforce document integrity
  • Strategies for sharing metadata among several document types
  • Dealing with changes to metadata after content has been deployed

Module 3 - Content Auditing, Versioning and Security 


  • Understanding auditing in WSS and MOSS
  • Check-in, check-out and versioning
  • SharePoint groups, permissions and permission levels
  • Information Rights Management in SharePoint

Module 4 - Information Management Policy 


  • The SharePoint Information Management Policy Architecture
  • Creating and custom policy features and resources
  • Using policies to manage the content lifecycle
  • Using policies to enforce document integrity

Module 5 - Managing Official Records 


  • General requirements records management
  • Understanding the Records Center site template
  • Configuring SharePoint for records management
  • Using the Official File web service

Module 6 - Maintaining Record Integrity 


  • Implementing and deploying custom routers
  • Processing official records using the Search and Process API
  • Suspending records management policies using holds
  • Strategies for deploying multiple repositories

Module 7 - Gathering Metadata using InfoPath 2007 


  • Working with InfoPath form templates
  • Managing form data using custom schemas
  • Understanding the InfoPath Security Model
  • Getting up to speed with InfoPath Forms Services

Module 8 - Web Publishing in MOSS 


  • Introduction to Web Content Management in MOSS
  • Creating web content on the server and the client
  • Setting up and using automatic document conversion
  • Building multi-lingual sites using variations

Module 9 - Generating Enterprise Content 


  • Introduction to Open XML File formats
  • Working with the Microsoft SDK for Open XML
  • Generating documents from data stored in SharePoint lists
  • Building an extensible framework for content generation in MOSS

Module 10 - Understanding Workflow in MOSS 


  • Overview of Windows Workflow Foundation and Workflow Markup
  • Understanding how workflows are hosted within the MOSS environment
  • Working with the MOSS Enterprise ECM workflows
  • Designing and building custom activity libraries

  • Module 11 - Content Modeling and Metadata Design 


    • Introduction to Role/Activity Modeling
    • Developing File Plans from Content Models
    • Effective strategies for content management

    Module 12 - Integrating SharePoint ECM with Office 2007 


    • Building and using Document Information Panels
    • Publishing Web Content using Office Client Applications
    • Information Rights Management in Office 2007
    • Integrating Office, Workflow and Records Management

     
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