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Enterprise Content Management with SharePoint Server 2007 Webcast

 

    This online class runs Monday through Friday for 3.5 hours each day from 12:00pm until 3:30pm Eastern Time (GMT -0500). Each day consists of two lectures with follow up Q/A time. Each day we provide students with take-away lab exercises which we expect students to complete on their own time before the next day of class.

    Daily Schedule

    All times Eastern Time (GMT -0500)

    • Lecture: 12:00pm - 1:15pm
    • Q/A time: 1:15pm - 1:30pm
    • Break: 1:30pm - 2:00pm
    • Lecture: 2:00pm - 3:15pm
    • Q/A time: 3:15pm - 3:30pm
 

Class Detailed Agenda

Module 1 - 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 


  • Introduction to 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 Tracking, Auditing and Security 


  • Audit ability as a core ECM requirement
  • Leveraging the built-in auditing framework in WSS and MOSS
  • Special considerations when extending the auditing framework
  • Introduction to Windows Rights Management Services
  • Understanding Information Rights Management

Module 4 - Information Management Policy 


  • Understanding the MOSS Information Policy architecture
  • Creating and using custom policy features and resources
  • How content types and policy features work together to enforce policy
  • Using built-in policies for bar coding and labeling
  • Creating custom policies to control the document lifecycle

Module 5 - Managing Official Records 


  • Defining the core requirements for any records management system
  • Understanding the MOSS records management architecture
  • Strategies for setting up and configuring a records repository
  • Working with the SharePoint OfficialFile web service

Module 6 - Maintaining Record Integrity 


  • Record integrity as a core ECM requirement
  • Understanding the MOSS record routing architecture
  • Building and configuring custom routers
  • Strategies for ensuring record integrity

Module 7 - Gathering Data with InfoPath 


  • Overview of InfoPath and the structure of an electronic form
  • Understanding the InfoPath security model
  • Making the most of InfoPath Forms Services
  • Leveraging the power of schematized data
  • Integrating InfoPath into ECM solutions

Module 8 - Building SharePoint Workflows 


  • Understanding Windows Workflow Foundation in the context of ECM
  • Working with the built-in MOSS workflows
  • Designing and building custom ECM activity libraries
  • Using workflow to drive ECM solutions

Module 9 - Web Publishing in MOSS 


  • Understanding the MOSS publishing architecture and data flow
  • Master Pages, Page Layouts, Fields and Field Controls
  • Customizing the WCM authoring experience
  • Creating and deploying custom WCM solutions

Module 10 - Generating Enterprise Content 


  • Introduction to Office Open XML Formats
  • Understanding the Microsoft SDK for Open XML Formats
  • Building SharePoint solutions that leverage the power of Open XML
  • Generating documents from data stored in SharePoint lists

 
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