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Overview
Information is a key to the success of any organization. Gathering and sharing information within your organization, with clients and customers alike, can also be an important task. Microsoft® Office InfoPath® 2007: Creating InfoPath Forms is a product that gathers and shares information. In this course, you will use InfoPath to streamline the process of gathering and sharing information.
Course Objectives
You will learn how to use InfoPath to gather and share information by creating and implementing XML-based forms.
Prerequisites
Students taking this class should have proficiency in Microsoft Office products, concentrating in forms development and experience working in a tagged environment (such as, HTML or FrameMaker with SGML).
Target Student
Persons with web design experience, forms administrators, information coordinators, Microsoft Office system power users who need to gather, reuse, distribute, and collaborate using XML-based forms.
Performance-Based Objectives
Upon successful completion of this course, students will be able to:
- create InfoPath forms.
- import and export form data.
- customize form layout.
- manage views.
- secure the forms.
- distribute forms.
- manage controls.
- work with databases.
Hardware Requirements
For this course, you will need one computer for each student and one for the instructor. Each computer will need the following minimum hardware components
- Pentium IV 1.5 GHz processor (2 GHz recommended).
- Minimum of 256 MB of RAM; 512 MB of RAM is recommended.
- 10 GB hard disk or larger if you use Windows XP Professional as your operating system. You should have at least 1 GB of free hard disk space available for the Office installation.
- CD-ROM or DVD drive.
- Mouse or other pointing device.
- VGA or higher video adapter and monitor. Recommended monitor resolution is 1024 x 768.
- Network cards and cabling for local network access.
- Internet Explorer 6.0.
- Sound card.
- Microphone.
- Projection system to display the instructor's computer screen.
For this course, you will need one computer to be a classroom server:
- Pentium IV 2 GHz processor.
- 1 to 2 GB of RAM.
- 12 GB of free space.
- DVD drive, either local or network accessible.
- VGA or higher video adapter and monitor.
- Network cards and cabling for local network access.
Platform Requirements
- Windows XP
- Windows Server 2003, Enterprise Edition
Software Requirements
- Microsoft® Windows Server® 2003, Enterprise Edition.
- Microsoft® Office Professional Edition 2007.
- Windows XP Professional with Service Pack 2.
- SQL Server 2000.
- Microsoft .NET Framework Version 2.0.
- Windows PowerShell (for Exchange Management Shell).
- Microsoft Management Console (MMC) 3.0.
- Microsoft® Exchange Server 2007.
- Microsoft® Office SharePoint® Server 2007.
- Windows Rights Management Services with SP2.
Delivery Method
Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities.
Course duration
1 Day(s)
Course outline
Lesson 1: Creating InfoPath Forms
- Topic 1A: Explore the User Interface
- Topic 1B: Draft a Form
- Topic 1C: Add a Data Validation Rule
- Topic 1D: Test a Form
Lesson 2: Importing
and Exporting Form Data
- Topic 2A: Import Forms into InfoPath
- Topic 2B: Export Form Data to Excel
- Topic 2C: Export Form Data to the Web
Lesson 3: Customizing Form Layout
- Topic 3A: Format a Form
- Topic 3B: Customize Tables
- Topic 3C: Insert Graphic Objects
- Topic 3D: Create Optional and Repeating Sections
- Topic 3E: Merge
Forms
Lesson 4: Managing Views
- Topic 4A: Create Custom Views
- Topic 4B: Modify a View
- Topic 4C: Create a Print Version for a View
- Topic 4D: Assign User Roles to a View
Lesson 5: Applying Security to Forms
- Topic 5A: Protect InfoPath Forms
- Topic 5B: Restrict
Access to a Form
- Topic 5C: Set Security Zones
Lesson 6: Distributing Forms
- Topic 6A: Publish a Form Template
- Topic 6B: Publish a Form to Email Recipients
- Topic 6C: Troubleshoot
Publishing Problems
Lesson 7: Managing Controls
- Topic 7A: Data Source Concepts
- Topic 7B: Customize Controls
- Topic 7C: Bind Controls
Lesson 8: Working with a Database
- Topic 8A: Develop a Form from a Database
- Topic 8B: Use InfoPath Forms to Add Records to a Database
- Topic 8C: Use InfoPath Forms to Query a Database
- Topic 8D: Populate Controls Using a Database
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