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InfoPath 2007

Duration: 2 days
Course Price: $895

 

Course Overview

Microsoft Office InfoPath 2007 is an information-gathering program included in the 2007 release of the Microsoft Office system. With Office InfoPath 2007, you can create and deploy electronic forms solutions to gather information efficiently and reliably. You can also use the InfoPath Forms Services capabilities in Microsoft Office SharePoint Server 2007 to extend your business processes beyond your corporate firewall, delivering forms as Microsoft Office Outlook e-mail messages, Web browser forms, or forms for mobile devices.

Course Objective

In this 2-day training course, you will learn how to use Microsoft InfoPath 2007 to gather and share information by creating and implementing XML-based forms.

Target Student

Persons with Web design experience, forms administrators, information coordinators, and Microsoft Office power users who need to gather and share information by using XML-based forms.

Visit the Learn IT! SharePoint Portal for more information on this track.

 

 

Course Overview

Microsoft Office InfoPath 2007 is an information-gathering program included in the 2007 release of the Microsoft Office system. With Office InfoPath 2007, you can create and deploy electronic forms solutions to gather information efficiently and reliably. You can also use the InfoPath Forms Services capabilities in Microsoft Office SharePoint Server 2007 to extend your business processes beyond your corporate firewall, delivering forms as Microsoft Office Outlook e-mail messages, Web browser forms, or forms for mobile devices.

Course Objective

In this 2-day training course, you will learn how to use Microsoft InfoPath 2007 to gather and share information by creating and implementing XML-based forms.

Target Student

Persons with Web design experience, forms administrators, information coordinators, and Microsoft Office power users who need to gather and share information by using XML-based forms.

Visit the Learn IT! SharePoint Portal for more information on this track.

 

Students who attend this training must have the following prerequisite knowledge:
  • Advanced Microsoft Office experience concentrating in forms development
  • Experience working in a tagged environment (such as HTML, XML)
  • Experience with SharePoint from a user perspective

Section 1

Getting Started

Starting Out

  • What is Microsoft InfoPath?
  • What’s New in InfoPath 2007?
  • An XML Primer
  • Opening InfoPath 2007
  • Using the Getting Started window
  • Interface Over View
  • Closing InfoPath 2007
  • Step-By-Step
  • Skill Sharpener

Interacting with InfoPath

  • Using Menus
  • Using the Standard Toolbar
  • Using the Formatting Toolbar
  • Using Task Panes
  • Skill Sharpener

Customizing InfoPath

  • Moving Toolbars
  • Hiding and Showing Toolbars
  • Creating Toolbars
  • Deleting Toolbars
  • Modifying Menus
  • Resetting Toolbars and Menus
  • Step-By-Step
  • Skill Sharpener

Working with Files

  • Saving Files
  • Opening Files
  • Switching Between Open Files
  • Window Controls
  • Closing Files
  • Step-By-Step
  • Skill Sharpener

Getting Started with Forms

  • Choosing a Form
  • Form Tasks
  • Creating a New Form
  • Searching For Templates
  • Skill Sharpener

Getting Help in InfoPath

  • Using the Help Menu
  • Using the Help Window
  • Type a Question for Help
  • Getting Help in a Task Pane
  • Step-By-Step
  • Skill Sharpener
  • Case Study
  • Review Questions

Section 2

Working with Basic Forms

  • Filling Out Forms
  • Opening a Form
  • Understanding the Form
  • Entering Data
  • Saving your Form
  • Step-By-Step
  • Skill Sharpener

Designing a Form

  • Using the Design a Form Window
  • Using the Design Tasks Task Pane
  • Setting the Layout
  • Using the Tables Toolbar
  • Step-By-Step
  • Skill Sharpener

Basic Editing Commands

  • Selecting Objects
  • Using Cut, Copy, and Paste
  • Undo and Redo
  • Resizing Objects
  • Moving Objects
  • Aligning Controls and Labels
  • Step-By-Step
  • Skill Sharpener

Color and Formatting

  • Basic Text Effects
  • Changing Text Color
  • Changing Font Type and Size
  • Aligning Text
  • Applying a Background Color
  • Using Color Schemes
  • Step-By-Step
  • Skill Sharpener

Finishing your Form

  • Adding Controls
  • Control Name
  • What it Does
  • Using Data Sources
  • Switching Controls
  • Running the Design Checker
  • Protecting a Form
  • Using Security Levels
  • Testing a Form
  • Publishing to a Shared Network Folder
  • Step-By-Step
  • Skill Sharpener
  • Case Study
  • Review Questions

Section 3

Printing and Viewing Forms

  • Using the Views Task Pane
  • Opening the Views Task Pane
  • Creating a View
  • Choosing a View
  • Creating a Print Version
  • Step-By-Step
  • Skill Sharpener

Using the View Properties Dialogue

  • Opening the View Properties Dialogue
  • Using the General Tab
  • Using the Text Settings Tab
  • Using the Print Settings Tab
  • Using the Page Setup Tab
  • Step-By-Step
  • Skill Sharpener

Using Print Preview

  • Opening Print Preview
  • Using the Print Preview Toolbar
  • Use the Zoom Feature
  • Navigating Print Preview
  • Step-By-Step
  • Skill Sharpener

Printing a Form

  • Print Commands
  • Using the Print Dialogue
  • Setting Printer Options
  • Copies and Page Ranges
  • Step-By-Step
  • Skill Sharpener
  • Case Study
  • Review Questions

Section 4

Doing More with Forms

Working With Data

  • About XML Schemas
  • Using Data Bindings
  • Adding Resource Files
  • Managing Data Connections
  • Step-By-Step
  • Skill Sharpener

Importing and Publishing

  • Importing a Form from Word
  • Importing a Form from Excel
  • Publishing a Form by Email
  • Editing Forms After They Have Been Published
  • Step-By-Step
  • Skill Sharpener

More on Form Templates

  • Anatomy of a Form Template
  • Editing an Existing Template
  • Inserting Images
  • Creating a Template Part
  • Adding a Template Part to a Form
  • Form Template Properties
  • Step-By-Step
  • Skill Sharpener

Customizing InfoPath Options

  • Using the Trust Center
  • Customizing General Options
  • Using Design Options
  • Using Advanced Options
  • Accessing the Form Options Dialogue
  • Step-By-Step
  • Skill Sharpener
  • Case Study
  • Review Questions

Section 5

Advanced Form Tasks

Form Programmability

  • Adding Application Logic to a Form
  • Data Validation
  • Conditional Formatting
  • Auto-Populating Data
  • The Logic Inspector
  • Step-By-Step
  • Skill Sharpener

Working with SharePoint

  • Prerequisites
  • Publishing an InfoPath Form to a SharePoint Services Site
  • Creating and Filling Out a Form on SharePoint
  • Using SharePoint Views
  • Using SharePoint Lists in InfoPath
  • Submitting Forms to a SharePoint Site
  • Step-By-Step
  • Skill Sharpener

Using Forms with SharePoint Workflows

  • Forms and Workflows
  • Publishing the Form
  • Adding a Workflow
  • Adding a Data Connection to Receive Workflow Information
  • Creating a new Form View for the Workflow
  • Changing the Form in Response to Workflow Status
  • Step-By-Step
  • Skill Sharpener

Databases, XML Data Sources, and Advanced Controls

  • Creating a Form from an XML Schema
  • Creating a Form from an XML File
  • Creating a Form from a Database
  • Querying a Database
  • Submitting Data
  • Repeating Tables and Master/Detail Controls
  • Step-By-Step
  • Skill Sharpener
  • Case Study
  • Review Questions
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