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SharePoint: Portals


Duration: 2 Days

Method: Instructor led, Hands-on workshops

Price: $1125.00

Course Code: SH1003


This course is intended for IT professionals and developers who need to use portal features found in Microsoft Office SharePoint Server’s Standard and Enterprise versions.


In this course, you’ll learn about the portal features found in Microsoft Office SharePoint Server’s Standard and Enterprise versions, MOSS. After completing this course, you’ll have a good understanding of the standard MOSS collaboration portal features including collaboration portals, user profiles, search, and information management policies, as well as the enterprise features including business data catalog, InfoPath forms services and Excel Services.


Upon successful completion of this course, the student will be able to:

  • Use the collaboration portal site template as a starting point for custom portals
  • Leverage user profiles to promote social networking in an enterprise
  • Access and use data in external line of business databases and services
  • Use InfoPath Forms Services and Form Libraries to collect and manage information
  • Develop with Excel Services and create reporting dashboards
  • Create custom search sites and optimize search user interfaces
  • Use the search API’s to define content sources and scopes
  • Use the search API’s to perform search queries
  • Use and customize Information Management Policies and Records repositories to implement document management solutions


This course stands on its own, but focuses solely on MOSS. It is not required, but to get the most out of this class, students should already have an understanding of developing with Windows SharePoint Services using Visual Studio and the core Microsoft SharePoint Server Web Content Management features.


  1. Collaboration Portals
    • Creating and Configuring Collaboration Portals
    • Site Hierarchy and Site Directories
    • Features in the Collaboration Portal
    • Shared Services Providers
  2. Personalization and My Sites
    • Configuring My Sites
    • User Profiles
    • Audience Targeting
  3. Business Data Catalog
    • Configuring the BDC
    • Connecting to External Databases
    • Connecting to Web Services
    • Using the BDC Web Parts
  4. Office Forms Services
    • Introduction to InfoPath
    • Using Form Libraries
    • Office 2007 Document Information Panels
  5. Excel Services
    • Configuring Excel Services
    • Using the Calculation Engine
    • Using the Excel Web Parts
    • Key Performance Indicators
    • Report Center
  6. Customizing Search Center
    • Search Center Lite
    • Search Center with Tabs
    • Search Web Parts
    • Search Scopes
    • Usage Reporting and Keyword Optimization
    • Customizing Output with XSL
  7. Programming with the Search API
    • Connecting and Context
    • Administrative Object Model
    • Query Object Model
  8. Document Management
    • Send to Locations
    • Information Management Policies
    • Records Repository