Optimize productivity with 2007 Microsoft Office system features

Microsoft Virtual Labs
®

Overview of the 2007 Microsoft
Office System Components

2 Overview of the 2007 Microsoft Office System Components

Overview of the 2007 Microsoft Office
System Components

Objectives
After completing this lab, you will be able to:
Describe enhancements to Microsoft® Office Word® 2007 and Office Excel® 2007 that can make
it easier to format and produce professional documents.
Describe enhancements to Microsoft Office PowerPoint® 2007 and Office Outlook® 2007.
Describe new features in Microsoft Office Access® 2007 and Office InfoPath® 2007.
Describe how to provide collaboration by using a Web log (blog).
Describe how to configure a content source used for searching within the Microsoft Office
SharePoint® 2007 environment.

Scenario
You are the network administrator for Contoso, Ltd. The company is planning on deploying various
components of the 2007 Microsoft Office system. To help justify the deployment to your manager,
you need to understand how the 2007 Microsoft Office system can help your organization increase
productivity, enhance collaboration, and provide effective enterprise document management.

Lab Components
This lab includes two components:
Exercises—The exercises include detailed step-by-step instructions and are required. The
exercises cover the core information needed to meet the lab objectives.
Additional Tasks—The additional tasks are listed at the end of each exercise and provide tasks
that you can perform to extend your learning about the product. The additional tasks do not
provide step-by-step instructions, but they are similar to the steps that you performed in the
exercises. The additional tasks are optional, but it is recommended that you complete them to gain
a fuller understanding of the product.

Overview of the 2007 Microsoft Office System Components 3

Computers
This lab uses three virtual machines performing the following roles:
3199A-3372A-SEA-DC1
• Domain controller
• Microsoft Exchange server
3199A-3372A-SEA-SRV1
• Member server
• Server running Microsoft Office SharePoint Server 2007
3199A-3372A-SEA-CL1
• 2007 Microsoft Office system client

Estimated time to complete this lab: 90 minutes

Virtual Lab Console
This lab makes use of the Microsoft Virtual Lab Program, an application that allows you to run
multiple virtual machines online. During the lab, you will switch between different windows, each
containing a separate virtual machine running Microsoft Windows Server™ 2003 or Microsoft
Windows® XP.
Before you start the lab, familiarize yourself with the following basics of the Virtual Lab Console:
To switch the focus for your mouse and keyboard to the virtual machine, click inside the virtual
machine window.
To remove the focus from a virtual machine, move the mouse pointer outside the virtual machine
window.
To issue the CTRL+ALT+DELETE keyboard combination inside a virtual machine,
use RIGHT-ALT+DELETE instead. Virtual PC designates the RIGHT-ALT key as the Host key.
Select the machine you wish to perform tasks on by selecting it in “My Machines”

To Start the Lab
Before you can perform any of the lab exercises, you must log on to the computer. If an error
message warns you that the disk’s parent appears to have been modified, click OK to continue. This
error message appears when you move Virtual PC images between computers with different time-
zone settings.

Note These lab exercises have been developed using beta software. If a specific task results in
an error message or a time-out screen, try performing the task again. The task will most likely
be completed successfully at the second attempt.


Exercise 1: Key Innovations in Microsoft Office Word and Excel
The 2007 Microsoft Office system provides a number of new enhancements for both Microsoft
Office Word and Excel. This exercise illustrates how the new enhancements can make it easier to
format and produce professional and effective documents.

Task 1-1: Formatting Documents by Using Quick Styles
The Quick Styles feature lets you change how documents look with a single click. You can
modify fonts, colors, margins, table formatting, and other elements by simply choosing a different
Quick Style.
In this task, you are introduced to the new Quick Styles feature included in Microsoft Office
Word 2007.

Formatting Documents by Using Quick Styles

Tasks Detailed Steps

Log on to SEA-CL1 as Don with the Log on to SEA-CL1 as ContosoDon with a password of
1. a.
password of Pa$$w0rd, and then Pa$$w0rd.
open D:LabfilesMarketDoc. Right-click Start, and then click Explore.
b.
Browse to D:Labfiles, and then double-click to open
c.
MarketDoc.
Microsoft Office Word opens with MarketDoc loaded.

Verify that the Calibri (Body) font is Position the mouse pointer over the body text of the first
2. a.
used throughout the document. paragraph that starts with The worldwide market and click.
Verify that the font shows Calibri (Body).
Position the mouse pointer over the heading Market Analysis
b.
and click. Verify that the font shows Calibri (Body).

Apply the Heading 1 style to the Ensure that the insertion point is positioned in the Market
3. a.
following headings: Analysis heading, and then in the Styles group, click
Heading 1.
Market Analysis
Apply the Heading 1 style to the following headings:
b.
Industry Analysis and Update
Industry Analysis and Update
Keys to On-Going Success
Keys to On-Going Success
Apply the Heading 2 style to the
4.
following headings: Under the Keys to On-Going Success heading, position the
c.
insertion point in the Product Quality heading, and then in
Product Quality
the Styles group, click the More button and select Heading 2.
Reputation - A New Formula
Apply the Heading 2 style to the following headings:
d.
Management Restructuring
Reputation—A New Formula
Management Restructuring


(continued)



Apply the Block Quote style to the Position the insertion point in the paragraph that starts with
5. a.
paragraph that starts with Customers Customers range from children learning.
range from children learning. On the Style group, click the More button, and then in the
b.
second row, select the Block Quote style.
Notice that the paragraph is automatically placed into a
frame with a specific font style.
Click in the body of the document to clear the frame outline.
c.

Modify the Heading 1 style to use Highlight the Market Analysis heading.
6. a.
the Accent 2 (Red) theme color. On the floating toolbar, select and then click the drop-down
b.
Modify the Heading 2 style to use arrow next to the Font Color button.
7.
the Accent 5 (light blue) theme Under Theme Colors, select Accent 2 (Red).
c.
color.
On the Styles group, click the More button, right-click
d.
Heading 1, and then click Update Heading 1 to Match
Selection.
In the document, scroll down and verify that the font colors
e.
for the Heading 1 and Heading 2 styles have changed to red.
Highlight the Product Quality heading.
f.
On the floating toolbar, select and then click the drop-down
g.
arrow next to the Font Color button.
Under Theme Colors, select Accent 5 (light blue).
h.
On the Styles group, click the More button, and then right-
i.
click Heading 2.
Click Update Heading 2 to Match Selection.
j.
In the document, scroll down and verify that the font colors
k.
for all Heading 2 styles have changed to light blue.
Scroll back to the top of the document, and click in the body
l.
of the document to clear the selection.


(continued)



Verify the styles that have been On the Styles group, click the More button.
8. a.
assigned to the default Quick Style Notice the various styles that have been assigned to the
set. default Quick Style set.
Click in the document to close the Style list.
b.

Use the Change Styles button to In the Styles group, click Change Styles, and then point to
9. a.
change the document style to Style Set.
Modern. Notice the built-in Style sets already preconfigured.
Click Modern. Scroll through the document to view the
b.
changes.
Notice that all of the styles associated with the document
have changed in appearance and style.
On the Styles group, click Change Styles, and then point to
c.
Style Set.
Click Fancy. Scroll through the document to view the
d.
changes.
Change back to the Modern Style set.
e.


Task 1-2: Applying Document Themes
A Document Theme provides the basis for many elements that make up styles within a document.
These elements include which fonts, colors, and effects are available within a document. Quick
Styles are then created based on these elements. This task shows how a Document Theme can
change the Quick Styles and colors that are assigned to a specific document.

Applying Document Themes


On the Page Layout tab, take note of Click the Page Layout tab.
1. a.
the various themes available in the On the Themes group, click the Themes button.
b.
Themes group.
Notice the various built-in themes.

Change the document theme to Under Built-In, click the Technic theme (the first option in
2. a.
the last row).
Technic.
Change the document theme to Scroll through the document to view the changes.
3. b.
Currency. Notice that the entire color and font theme has changed.
On the Themes group, click the Themes button.
c.
Under Built-In, click the Currency theme.
d.
Scroll through the document to view the changes.
e.
Notice that the entire color and font theme has changed.

Create a new custom theme named In the Themes group, click the Theme Colors button.
4. a.
MarketDoc Theme. Assign the Click the Opulent theme color.
b.
Opulent theme color to the new
Notice that the colors change in the document but the
custom theme.
fonts do not change.
Click the Themes button.
c.
Click Save Current Theme.
d.
The Save Current Theme dialog box opens.
In the File name box, type MarketDoc Theme and then click
e.
Save.
Click the Themes button.
f.
Notice the new theme listed under Custom.
Click in the body of the document to close the Themes menu.
g.


Task 1-3: Improving Privacy by Using the Document Inspector
At times, you might not want to show who authored a document, or you might need to ensure that
all comments have been removed. The Document Inspector helps to protect private information by
removing personally identifiable information, comments, and tracked changes from documents. It
can also search for and remove hidden text. This task shows how to use the Document Inspector to
ensure document privacy.

Improving Privacy by Using the Document Inspector


Start the Document Inspector. Save Click the File button.
1. a.
the file when prompted. Click Finish.
b.
The Prepare the document for distribution menu opens,
listing a number of Finishing tasks.
On the Prepare the document for distribution menu, click
c.
Inspect Document.
At the Microsoft Office Word prompt, click Yes to save.
d.
The Document Inspector dialog box opens.

In the Document Inspector dialog In the Document Inspector dialog box, next to all options,
2. a.
box, verify that all options are verify that all of the check boxes are selected.
enabled, and then click Inspect. Click Inspect.
b.
Notice that Document Properties and Hidden Text have
been found within the document.

Remove any information related to: In the Document Inspector dialog box, next to Document
3. a.
Properties and Personal Information, click Remove All.
Document Properties and
In the Document Inspector dialog box, next to Hidden Text,
Personal Information b.
click Remove All.
Hidden Text
Notice that the options now pass the inspection.
Click Close to close the Document Inspector dialog box.
c.


Task 1-4: Formatting Spreadsheets by Using Office Excel
Microsoft Office Excel contains a number of enhancements that provide quick and easy formatting
of spreadsheets. This task demonstrates some of the enhancements included in Office Excel.

Formatting Spreadsheets by Using Office Excel


Open D:LabfilesSales Data. In the D:Labfiles folder, double-click to open Sales Data.
1.
Microsoft Office Excel opens, with Sales Data loaded.

Select cell A7, and then format the Click in cell A7.
2. a.
data as Table Style Medium 23. Click the Styles button, and then click Format as Table.
b.
Click Table Style Medium 23.
c.
In the Format As Table dialog box, accept the default
d.
settings, and then click OK.
Click in cell A7 to clear the selection.
e.
Notice that the table is automatically formatted,
including a header row configured with filter menus.

Scroll down to view the data. Scroll down to view the data in the table.
3.
Notice that the header row automatically stays at the top
of the data window.

Select the Discount column, and Scroll to the top of the table, and then select the Discount
4. a.
then change the number format to column. The column can be selected by positioning the mouse
Percent style. pointer over the column heading and then clicking when the
arrow changes to a black arrow.
In cell H6, add a heading named
5.
Click the Home tab.
Total. b.
In cell I6, add a heading named On the Number group, click the Percent Style button.
6. c.
Profit. The Discount column is now formatted as a percent.
Click in cell H6, and then type Total.
d.
Press TAB to move the insertion point to cell I6.
e.
Notice that the Total column is automatically formatted
like the rest of the table.
In cell I6, type Profit, and then press ENTER.
f.


(continued)



In cell H7, enter the following In cell H7, type =[.
7. a.
formula: Notice the list of headings that can be used in the
formula.
=[UnitPrice]*[Quantity]*(1-
[Discount]) Click [UnitPrice], and then press TAB.
b.
Verify that the Total column is in
8. To continue the formula, type *[.
c.
dollar format.
Click [Quantity], and then press TAB.
d.
Finish the formula by typing *(1-[Discount]).
e.
The final formula should read
=[UnitPrice]*[Quantity]*(1-[Discount])
Press ENTER when the formula is complete.
f.
Notice that the formula is filled down the entire column
and formatted as a dollar amount.

In cell I7, enter the following In cell I7, enter the following formula:
9. a.
formula: =[Total]-[Quantity]*[UnitCost]
=[Total]-[Quantity]*[UnitCost] Press ENTER.
b.
10. Verify that the Profit column is in Again notice that the formula is automatically
dollar format. propagated to the rest of the column.

11. In the Total column, apply Select the Total column.
a.
conditional formatting to illustrate a Click the Styles button and then click the Conditional
b.
Red Databar. Formatting button.
Point to Data Bars, and then click Red Databar. Click in the
c.
spreadsheet to remove the highlight.
Notice the visual indicators to represent a range of low
to high totals.


(continued)



12. In the Profit column, apply Select the Profit column.
a.
conditional formatting to emphasize Click the Styles button and then click the Conditional
b.
the bottom 10 percent with yellow Formatting button.
fill and dark yellow text.
Point to Top/Bottom Rules, and then click Bottom N %.
c.
In the Bottom N% dialog box, verify that 10 % is configured
d.
with a Yellow Fill with Dark Yellow Text and then click
OK.

13. Close the Sales Data spreadsheet Scroll to view the data.
a.
without saving changes. Close Microsoft Office Excel and the Sales Data spreadsheet.
b.
Do not save changes.

Additional Tasks
If time permits, log on to SEA-CL1 as Don with the password of Pa$$w0rd, and then complete the
following tasks to learn more about Microsoft Office Excel features:
Open D:LabfilesNewWorld2, highlight cells A2 thorough H22. and then format the Sales
datasheet as a table.
Apply conditional formatting to the July column. Choose the New Formatting Rule command, and
experiment with various rule types.


Exercise 2: Key Innovations in Microsoft Office PowerPoint and
Outlook
Microsoft Office PowerPoint simplifies the ability to create and format powerful, professional-
looking presentations. New graphics capabilities and the integration of an Office PowerPoint slide
library can help with the development of and collaboration in corporate-wide presentations.
Microsoft Office Outlook includes improved search capabilities and the ability to view attachments
from within the message pane of the e-mail message itself. This exercise shows the new features in
both Office PowerPoint and Office Outlook.

Task 2-1: Creating Powerful Graphics-Based Presentations
Office PowerPoint now provides the ability to quickly convert text-based lists to powerful graphical
representations. This task illustrates how to convert standard text to a graphics-based presentation.

Creating Powerful Graphics-Based Presentations


Log on to SEA-CL1 as Don with the If necessary, log on to SEA-CL1 as ContosoDon with the
1. a.
password of Pa$$w0rd, and open password of Pa$$w0rd.
D:LabfilesSales Process Template. Right-click Start, and then click Explore.
b.
Browse to D:Labfiles, and then double-click to open Sales
c.
Process Template.
Microsoft Office PowerPoint opens with the Sales
Process template loaded.

Convert the information on the On the Selling Steps slide, click the Prospect step.
2. a.
Selling Steps slide to a SmartArt The text box containing each of the selling steps is now
graphic. Click Horizontal visible.
Chevron 1.
Position the mouse pointer in the Prospect step, and then
b.
right-click to open a shortcut menu.
On the shortcut menu, point to Convert to SmartArt, and
c.
then click More SmartArt Graphics.
In the Choose a SmartArt Graphic dialog box, in the left
d.
pane, click Process.
In the details pane, click Horizontal Chevron 1 (the first
e.
option in the third row).
Click OK.
f.
Notice that each of the steps are converted to separate
graphical representations of the text. Also notice the new
context-sensitive menu and tabs that appear.


(continued)

Creating Powerful Graphics-Based Presentations


Apply 3D Style 1 to the SmartArt On the Design tab, on the Quick Styles group, click the More
3. a.
graphic. button.
A number of Simple and 3D-based styles appear.
Apply the Colorful 1 color theme to
4.
the graphic. Under 3D, click 3D Style 1.
b.
Each individual graphic step is now formatted as a 3-D
style.
On the Quick Styles group, click Change Colors.
c.
Under the Colorful section, click Colorful 1.
d.
Each object is assigned a color to represent each step.

Modify the SmartArt graphic layout On the Design tab, on the Layouts group, click the More
5. a.
to represent the Cycle 3 circular button.
graphic. Click the More layouts button.
b.
The Choose a SmartArt Graphic dialog box opens.
In the left pane, click Cycle.
c.
In the Cycle section, click Cycle 3, and then click OK.
d.
The linear representation is quickly changed to a
circular representation.

Add an additional step named In the text box, click to the right of the word Close, and then
6. a.
Deploy. Place this step under the press ENTER.
Close step. A new bullet appears.
Save the file in the Labfiles folder
7. Next to the new bullet, type Deploy.
b.
and name it Sales Process Slide.
A new graphical step appears with the word Deploy.
Click outside the slide to exit the SmartArt Tools mode.
c.
The SmartArt Tools menu disappears.
Click the File button, and then click Save As.
d.
Save the file in the Labfiles folder as Sales Process Slide.
e.


Task 2-2: Creating and Using an Office PowerPoint Slide Library
Collaboration is one of the main focus themes of the 2007 Microsoft Office system. The integration
with Office SharePoint Server 2007 provides the ability to create and share Office PowerPoint slide
libraries. These libraries can provide access to Office PowerPoint slides for the entire organization
or can be secured to allow only departmental access to the library. This task demonstrates how to
create an Office PowerPoint slide library and how to upload an Office PowerPoint slide to the
library.

Creating and Using an Office PowerPoint Slide Library


Log on to SEA-SRV1 as If necessary, log on to SEA-SRV1 as Administrator with the
1. a.
Administrator with the password password of Pa$$w0rd.
of Pa$$w0rd. Click Start, point to All Programs, and then click Internet
b.
Open Internet Explorer to access the Explorer.
2.
Home page. The Home page appears.
In the top right-hand corner of the page, click Site Actions,
c.
and then click View all Site Content.
The All Site Content Web page opens.
Click Create.
d.
Under the Libraries section, click Slide Library.
e.

Create a new slide library under the In the Name and Description section, in the Name box, type
3. a.
Home page. Use the following PPTSlides.
parameters: In the Description box, type Contoso PowerPoint Slide
b.
Name: PPTSlides Library.
In the Navigation section, click Yes to display the slide
Description: Contoso c.
library on the Quick Launch pane.
PowerPoint Slide Library
In the Slide Version History section, click No to create a
Navigation: Yes d.
version each time a slide is edited.
Slide Version History: No
Click Create.
e.
After a few moments, the PPTSlides page opens.
Close Internet Explorer.
f.


(continued)

Creating and Using an Office PowerPoint Slide Library


On SEA-CL1, publish the Sales Switch to SEA-CL1.
4. a.
Process slide to the following The Sales Process slide should still be open.
location:
Click the File button, and then click the arrow next to
b.
http://SEA-SRV1/PPTSlides Publish.
The Distribute the document to other people menu
opens.
Click Publish Slides.
c.
The Publish Slides dialog box opens.
Ensure that the check box next to the slide thumbnail is
d.
selected.
In the Publish To box, type http://SEA-SRV1/PPTSlides.
e.
Click Publish.
f.
It might take a few moments to complete the publishing
task.
Close Microsoft PowerPoint and all other open windows.
g.

Use Internet Explorer to access Click Start, and then click Internet.
5. a.
http://SEA-SRV1/PPTSlides. In the Navigation bar, under Documents, click PPTSlides.
b.
Using the Sales Process slide, create
6. The PPTSlides Web site opens with the Sales Process
a new presentation: slide in the library.
Do not keep the source Select the check box next to the Sales Process slide, and then
c.
presentation format. click Send to Presentation.
You want to be notified when the In a few moments, Office PowerPoint opens with a Send
slide changes. slides to PowerPoint dialog box.
In the new presentation, configure
7. In the Send slides to PowerPoint dialog box, select the Tell
d.
the slide to stop checking the library me when this slide changes check box.
for changes.
Click Send.
e.
A new presentation is opened that is linked to the slide
library.
In the left-hand slide pane, right-click the slide, and then point
f.
to Check for Updates.
Click Stop Checking This Slide for Changes.
g.
The slide is now disconnected from the central copy
stored in the library.
Close Microsoft Office PowerPoint. Do not save changes.
h.
Close all open windows.
i.


Task 2-3: Performing an Instant Search and Viewing Attachments in
Office Outlook
The new Office Outlook Search provides fast results, hit selection, the ability to search across
multiple stores, and a quick way to be specific by using a new query syntax. Office Outlook also
provides the ability to preview attachments directly from within Office Outlook. This task
demonstrates the new search and attachment preview features of Office Outlook.

Performing an Instant Search and Viewing Attachments in Office Outlook


Open Microsoft Office Outlook. On SEA-CL1, click Start, and then click E-mail.
1. a.
Microsoft Office Outlook opens.
Scroll through the Inbox and verify that a number of
b.
messages are present.

Perform an Instant Search for all items On the Tools menu, point to Instant Search, and then click
2. a.
containing the text Quarter 2 Sales. Instant Search.
In the Search box, type Quarter 2 Sales, and then click the
b.
Search button.
In a few moments, the Inbox is filtered to show the
results.
In the Search pane, click Clear Search to remove the filter.
c.

Use the advanced search form to In the Search pane, click the Expand the Query Builder
3. a.
display only messages with button.
attachments. An advanced search form is provided.
Click Add Criteria, and then click Attachments.
b.
Next to Attachments, in the drop-down arrow, click Yes.
c.
Notice the query syntax that is automatically entered in
the Search box.
Verify that only messages with attachments are displayed.
d.
Notice that only messages with attachments are shown
in the Inbox.


(continued)

Performing an Instant Search and Viewing Attachments in Office Outlook


In the Search box, type the following In the Search box, next to hasattachment:Yes, type
4. a.
syntax to find the Sales Report from From: Ben About: Q2 Report.
Ben Smith: Click the Search button.
b.
Hasattachment: Yes From: Ben The Inbox is filtered to show the Sales Report from Ben
About: Q2 Report Smith.
Double-click and maximize the message from Ben.
c.
Notice that the message contains an Office Word
attachment.

From within Office Outlook, In the body of the message, under Subject, click the
5. a.
preview the 2006_Q2Report_ 2006_Q2Report_SalesStatement.doc file attachment.
SalesStatement.doc file. Click the Preview file button.
b.
In a moment the attachment preview will appear in the
message window.
Scroll through the attachment preview, and then close the
c.
message.
Close Microsoft Office Outlook.
d.

Additional Tasks
If time permits, complete the following tasks to learn more about using a PowerPoint slide library:
On SEA-CL1, open D:LabfilesPresentation1, and then publish the entire presentation to
http://sea-srv1/PPTslides.
Create a new presentation from all of the slides in the library. Link each slide to the new
presentation.
On SEA-CL1, go to http://sea-srv1/pptslides, and then modify one of the slides. Open the
presentation created in the previous task to verify that the slide is automatically updated.


Exercise 3: Key Innovations in Microsoft Office Access
and InfoPath
Microsoft Office Access has been redesigned to take advantage of the new 2007 Microsoft Office
system user interface. Access also now provides a number of built-in database template applications
for organizations to start using without major modifications. Microsoft Office InfoPath® provides
the ability to import forms previously created in Microsoft Office Word or Excel. These imported
forms can then be enhanced to provide additional intelligence or integration with other 2007 Office
system services. This exercise illustrates the new features of Microsoft Office Access and InfoPath.

Task 3-1: Overview of the New Application Library in Office Access
Office Access consists of a number of prebuilt template applications that can be modified to address
many organizations’ needs. This task shows the new application library in Office Access, as well as
an overview of the new object-oriented interface.

Overview of the New Application Library in Office Access


Log on to SEA-CL1 as Don with the If necessary, log on to SEA-CL1 as ContosoDon with the
1. a.
password of Pa$$w0rd, and start password of Pa$$w0rd.
Microsoft Office Access. Click Start, point to All Programs, Microsoft Office, and
b.
then click Microsoft Office Access.
Microsoft Office Access opens.

From the Business template category, On the Template Categories pane, click Business.
2. a.
select the Issues template, and then Notice the various templates available in Office Access.
create a new database. Name the new Note: If the Business template is not visible, click a
database file Issues. template located under From Microsoft Office Online.
The Template Categories section should then appear.
In the Business pane, click Issues.
b.
In the right pane, under File Name, verify that Issues is
c.
entered, and then click Create.
The application is automatically created.

In the left pane, change the In the left pane, click the bar to open the Navigation pane.
3. a.
Navigation category to Object Type. Click the arrow next to Issues Navigation, and then click
b.
Object Type.
The familiar Tables, Queries, Forms, Reports, and
Macros sections are displayed.

Open the Contacts table. In the All Access Objects pane, under Tables, double-click
4. a.
Contacts.
Switch to Design view.
5.
Notice that the table appears as a tabbed page.
In the status bar, click the Design View button.
b.
Notice that as the Design view mode is selected, the
context-based menu options are changed to reflect the
commands related to designing the database table.

Close Microsoft Access. Close Microsoft Access, and do not save changes.
6.


Task 3-2: Importing Forms by Using the Form Import Wizard in
Office InfoPath
Many organizations have previously been accustomed to creating forms by using Microsoft Office
Word or Office Excel. Although this works in many scenarios, there might be times when the forms
need to be more extensive and contain additional intelligence. Microsoft Office InfoPath provides
the ability to create powerful interactive forms that can be integrated within the 2007 Microsoft
Office system. This task demonstrates how to import a form previously created in Office Word into
Office InfoPath.

Importing Forms by Using the Form Import Wizard in Office InfoPath


On SEA-CL1, open On SEA-CL1, right-click Start, and then click Explore.
1. a.
D:LabfilesExpense Report. Browse to D:Labfiles, and then double-click to open
b.
Expense Report.
Take note of and verify the following elements of the Office
c.
Word–based form:
A small table at the top with form field controls for the
four input fields and a group of check boxes.
A table with five fields to enter expense details.
A lined section for entering ad hoc notes.
A signature line.
A table at the bottom of the form for a number of
approvers to sign.
Close Microsoft Office Word.
d.

Start Microsoft Office InfoPath. Click Start, point to All Programs, Microsoft Office, and
2. a.
then click Microsoft Office InfoPath.
Import the D:LabfilesExpense
3.
Microsoft Office InfoPath starts with the Fill Out a
Report.doc Word file.
Form dialog box open. Notice the sample forms
available to be modified or used.
In the Design a form section, click Import a Form.
b.
The Import Wizard opens with options to import from
Office Excel or Office Word.
In the Import Wizard, click InfoPath importer for Word
c.
documents, and then click Next.
Under Select the file to import, type D:LabfilesExpense
d.
Report.doc.


(continued)

Importing Forms by Using the Form Import Wizard in Office InfoPath


Click the Options button, and then Click the Options button.
4. a.
configure the following: The Import Options dialog box opens.
Layout and form fields (custom In the Import Options dialog box, under What do you want
b.
conversion): Selected to import, select Layout and form fields (custom
conversion).
Empty space after colons: Not
selected Under Convert to text box, clear the Empty space after
c.
colons check box.
Empty table cells: Selected
Under Convert to text box, select the Empty table cells
d.
check box.
Click OK, and then click Finish.
e.
The Expense Report is imported into Office InfoPath.

Verify the import warnings, and then Read the final step of the Import Wizard. Notice that it
5. a.
click OK. mentions that the import was successful; however, there are
one or more warnings.
Click OK.
b.
The form opens in InfoPath in Design mode.

Address some of the warnings by In Office InfoPath, scroll through the Expense Report to
6. a.
deleting the Contoso and Drawing verify that it has been imported successfully.
graphical placeholders. Scroll to the top of the page, and then click and delete the
b.
Preview the imported form. Contoso and Drawing placeholders.
7.
On the toolbar, click Preview.
c.
The imported form is displayed.
Close the Preview window and then close Office InfoPath
d.
without saving changes.
Close all open windows.
e.

Additional Tasks
If time permits, complete the following tasks to learn more about Office InfoPath:
In the Design Checker, change the compatibility settings to design a form that can run in a Web
browser or in Office InfoPath.
Right-click each error found, and then select More Details. Fix the errors as indicated. Refresh the
Design Checker.
Publish the form as a browser-enabled form template to a new document library named Forms.
Publish the template to the Marketing site on http://SEA-SRV1/Marketing.


Exercise 4: Overview of Collaboration and Portal Technologies
The 2007 Microsoft Office system consists of a number of services and applications that enhance
collaboration within an organization. This exercise illustrates how collaboration can be maintained
using a Web log (blog).

Task 4-1: How to Create a Blog
A blog is a site designed to share information. Blogs can be used as news sites, journals, diaries,
team sites, and more. This task shows how to create a blog by using Microsoft Office SharePoint
Server 2007.

How to Create a Blog


Log on to SEA-SRV1 as If necessary, log on to SEA-SRV1 as Administrator with a
1. a.
Administrator, and then open Internet password of Pa$$w0rd.
Explorer. Click Start, point to All Programs, and then click Internet
b.
Explorer.
Internet Explorer opens with the default page
preconfigured to the SharePoint Home page.

Create a new site. In the top right-hand corner of the page, click Site Actions,
2.
and then click Create Site.
The New SharePoint Site Web page opens.

Use the following parameters for the On the New SharePoint Site page, fill out the following
3.
new site: fields and then click Create:
Title and Description: Sales Title and Description: Sales Prospects
Prospects Web Site Address: http://sea-srv1/salesblog
Web Site Address: Permissions: Use same permissions as parent site
http://sea-srv1/salesblog
Navigation Inheritance: Yes
Permissions: Use same
Site categories: accept default
permissions as parent site
Template Selection: Blog
Navigation Inheritance: Yes
It might take a minute for the Sales Prospects blog to be
Site categories: accept default
created.
Template Selection: Blog

Log on to SEA-CL1 as Don, and then If necessary, log on to SEA-CL1 as ContosoDon with the
4. a.
start Internet Explorer. password of Pa$$w0rd.
Click Start, and then click Internet.
b.
The Home page opens.


(continued)

How to Create a Blog


On the Sales Prospects page, create a At the top of the page, in the Navigation bar, click Sales
5. a.
new blog post with the following text: Prospects.
This link appears because of the navigation settings
Title: Northwind Traders Sales
selected during the blog site creation task.
Opportunity
On the Sales Propects blog site, under Admin Links, click
b.
Body: There may be an exclusive
Create a Post.
contract opportunity with
Northwind Traders. Check back The Posts: New Item page opens.
here tomorrow for the details.
On the Posts: New Item page, type the following:
c.
Save the post as a draft.
6.
Title: Northwind Traders Sales Opportunity
Body: There may be an exclusive contract
opportunity with Northwind Traders. Check back
here tomorrow for the details.
Click Save As Draft.
d.
On the Navigation bar, click Home.
e.

Use the Manage Posts page to Switch back to SEA-SRV1.
7. a.
approve Don Hall’s post. Under Admin Links, click Manage Posts.
b.
Notice the new blog entry from Don Hall.
Select the entry created by Don Hall, and then click the drop-
c.
down arrow.
Click Approve/reject.
d.
In the Approval Status section, click Approved, and then
e.
click OK.
Click the Sales Prospects link on the tool bar.
f.
Notice that Don Hall’s posting is now visible.
g.

Additional Tasks
If time permits, complete the following tasks to learn more about collaboration using blogs:
Log on to SEA-CL1 as Jeff with a password of Pa$$w0rd. Use Internet Explorer to access
http://SEA-SRV1. Add a comment to Don’s post.
Access the Manage Comments page, and then configure an e-mail alert for any changes to the
comments.
Add a new comment, and then start Office Outlook to view the alert.


Exercise 5: Searching for Information Using the 2007 Office
System
The 2007 Microsoft Office system provides effective searching based on configured content
sources. In this exercise, you will see how to configure a content source and how searching is
conducted by using the 2007 Microsoft Office system.

Task 5-1: How to Configure and Search a Content Source
In this task, a content source will be configured to provide searchable content. A search session will
then be implemented to test the content source.

How to Configure and Search a Content Source


Log on to SEA-SRV1 as If necessary, log on to SEA-SRV1 as Administrator with a
1. a.
Administrator, and then open the password of Pa$$w0rd.
SharePoint 3.0 Central Click Start, point to Administrative Tools, and then click
b.
Administration page. SharePoint 3.0 Central Administration.
This opens the Central Administration page.

Open the SharedServices1 page. On the Quick Launch pane, under Shared Services, click the
2.
SharedServices1 link.
The SharedServices1 home page opens.

Access Search Settings, and then Under Search, click Search settings.
3. a.
configure a new content source: On the Configure Search Settings page, click the link next
b.
to Content sources.
Name: CorporateDocs
On the Manage Content Sources page, click New Content
Type: File Shares c.
Source.
Start Addresses: file://sea-
In the Name box, type CorporateDocs.
srv1/Labfiles d.
Start full crawl of this content. In the Content Source Type section, select File Shares.
e.
In the Start Addresses box, type file://sea-srv1/Labfiles.
f.
Ensure that the check box next to Start full crawl of this
g.
content source is selected.
Leave other settings at their defaults, and then click OK.
h.
Notice that the Status section reads Crawling Full.
Click Refresh.
i.
Notice that the Status is now Idle. It may take a couple
of minutes for the status to change.


(continued)

How to Configure and Search a Content Source


Log on to SEA-CL1 as Don, and then If necessary, log on to SEA-CL1 as ContosoDon with a
4. a.
open Internet Explorer. password of Pa$$w0rd.
Search for any content that contains Click Start, and then click Internet.
5. b.
the word Contoso. The Home page appears.
At the top of the Web page, in the Search box, select All
c.
Sites, and then type Contoso in the query text box. Click the
green arrow to execute the search.
After a few moments, the Search Results page appears.
If search results do not appear, complete the additional
steps below.

Scroll through the results. Scroll through the results.
6. a.
Notice that the search term is selected in each result
entry.
b.
Shut down each virtual machine, and do not save changes.
c.

Additional Task
If time permits, complete the following task to learn more about configuring a content source:
View the CorporateDocs crawl log to identify what has been discovered during the crawl.

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