Microsoft® Office InfoPath™ 2003: Creating InfoPath Forms

Course Specifications

Course number: 084711

Software: Microsoft® Office InfoPath™ 2003

Course length: 2.0 day(s)

Course Description

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 Objective: You will learn how to use InfoPath to gather and share information by creating and implementing XML-based forms.

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.

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).

Delivery Method: Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities.

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

Platform Requirements

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

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.

Course Content

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