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Microsoft Office InfoPath 2007: Creating InfoPath Forms
Business Skills Training 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.

Courses Objecties:

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).


Delivery Method:

Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities


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.


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.
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.
Course duration

1 Day


Business Skills Training 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

Contact Information
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Fax: 707-598-2268
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