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Overview
You're a person who has information that you need to gather and share. Microsoft Office InfoPath 2003 is a product that gathers and shares information. This course will train you to use InfoPath.
Course Objectives
You will learn how to use InfoPath to gather and share information by creating and implementing XML-based forms.
Prerequisites
Students enrolling in this class should have advanced Microsoft Office experience, 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, or Lotus Notes developers who need to gather and share information by using XML-based forms.
Performance-Based Objectives
Upon successful completion of this course, students will be able to:
- use Microsoft InfoPath.
- create forms.
- distribute forms.
- customize form layout.
- manage controls.
- manage views.
- apply form security.
- work with a database.
- install InfoPath.
Delivery Method
Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities.
Course duration
2 Days
Course outline
Lesson 1: Using InfoPath
- Topic 1A: Complete a Form
- Topic 1B: Save a Form
- Topic 1C: Export Form Data to Excel
- Topic 1D: Export Form Data to the Web
- Topic 1E: Edit Posted Data
- Topic 1F: Share Forms Through Outlook
Lesson 2: Creating Forms
- Topic 2A: Draft a Form
- Topic 2B: Add a Validation Rule
- Topic 2C: Test a Form
- Topic 2D: Create Forms from Templates
- Topic 2E: Delete Forms or Templates
Lesson 3: Distributing Forms
- Topic 3A: Publish a Form Template
- Topic 3B: Troubleshoot Publishing Problems
Lesson 4: Customizing Form Layout
- Topic 4A: Format a Form
- Topic 4B: Insert Pictures
- Topic 4C: Customize Tables
- Topic 4D: Create Optional or Repeating Sections
- Topic 4E: Merge Forms
Lesson 5: Managing Controls
- Topic 5A: Customize Controls
- Topic 5B: Populate Controls from a Data Source
- Topic 5C: Bind Controls
Lesson 6: Managing Views
- Topic 6A: Create Custom Views
- Topic 6B: Set the Default View
- Topic 6C: Modify a View
- Topic 6D: Create a Print View
Lesson 7: Applying Security
- Topic 7A: Protect InfoPath Forms
- Topic 7B: Set Security Zones
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
Lesson 9: Installing InfoPath
- Topic 9A: Repair InfoPath Installation
- Topic 9B: Check the Computer for Minimum Requirements
- Topic 9C: Install InfoPath
- Topic 9D: Uninstall InfoPath
Platform Requirements
Hardware Requirements
You will need one computer for the classroom to run Microsoft Windows Server 2003 Standard Edition and Microsoft SharePoint Portal Server 2003 that meets the following system requirements:
- Pentium III 133 MHz (550 MHz recommended)
- 512 MB of RAM
- 10 GB hard disk space for Windows Server 2003 Standard Edition plus 550 MB hard disk space for SharePoint Portal Server
- CD-ROM or DVD drive
- VGA or higher video adapter and monitor
- Keyboard and mouse or other input device
In this course, you will need one computer for the classroom to run Windows Server 2003 Standard Edition and Exchange Server 2003 that meets the following system requirements:
- Pentium III 133 MHz (550 MHz recommended)
- 256 MB RAM (512 MB recommended)
- 10 GB hard disk space plus 700 MB for Microsoft Exchange Server 2003
- CD-ROM or DVD drive
- VGA or higher video adapter and monitor
- Keyboard and mouse or other input device
- Pentium 233 MHz (300 MHz recommended)
- 128 MB RAM
- 6 GB hard disk
- CD-ROM or DVD drive
- Super VGA or higher resolution video adapter and monitor with 256 colors
- Keyboard and mouse or other input device
Software Requirements
- Microsoft Windows Server 2003, Enterprise Edition
- Microsoft SharePoint Portal Server 2003
- Microsoft Exchange Server 2003
- Microsoft Windows XP Professional
- Microsoft Office Professional 2003
