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This course is intended for Web Developers, Webmasters, Power-users alike. Participants who take this course will be to implement SharePoint customization; Create custom master page templates; and much much more.

Course Outline
Module 0: Introduction to Site Owner Administration
  •     Introduction to Site Administration
  •     Understanding the Components of Site Collections
  •     Site Collections
  •     Subsites
  •     Web Part Pages and Basic Pages
  •     Overview of the Site Owners Group
  •     Site Owners Manage Access to Site Resources
  •     Restrictions for Subsite Owners

Module 1: Creating Sites and Web Pages
Lesson 1 : Creating Sites

  •     Creating Sites Within an existing Site Collection
  •     Creating a New Site Collection
Lesson 2 : Creating Web Pages
  •     Creating a Basic Page
  •     Creating a Web Part Page
Student Labs
  •     Exercise 1:  Creating a New Subsite
  •     Exercise 2:  Creating a New Basic Page

Module 2: Securing a SharePoint Site
Lesson 1 : Introduction to SharePoint Security

  •     How Security Works in SharePoint
  •     Security at the Site Level
  •     Security at the List and Library Level
  •     Overview of Permissions in SharePoint
  •     Permissions
  •     Permission Levels
  •     SharePoint Groups
  •     Using SharePoint Groups to Ease Security Management
Lesson 2 : Manage User Access to SharePoint Site
  •     Add Users
  •     Adding Users to SharePoint Groups
  •     Directly Giving Users Permission
  •     Step by Step
  •     Remove and Edit User Permissions
  •     Step by Step
  •     Edit User Permissions
Lesson 3 : Managing SharePoint Groups and Users
  •     Creating SharePoint Groups
  •     Step by Step
  •     Additional Actions
  •     Settings
  •     Viewing User and Group Access
  •     All People
  •     Site Permissions
Lesson 4 : Best Practices for Assigning Permissions in SharePoint
  •     Default SharePoint Groups
  •     Assigning Users and Groups
Student Labs
  •     Exercise 1:  Creating a New Permission Level
  •     Exercise 2:  Creating a New SharePoint Group
  •     Exercise 3:  Adding an Active Directory Domain Group to the New SharePoint Group
  •     Exercise 4:  Adding Your Partner to Your Site

Module 3 : Creating and Managing Lists and Libraries
Lesson 1: Introduction to Lists and Libraries

  •     Lists in SharePoint
  •     Libraries in SharePoint
  •     Advantages of the document Library
  •     Ways to organize Files
  •     Ways to Work with Libraries
Lesson 2:  Creating Lists and Libraries
  •     Libraries
  •     Document Library
  •     Form Library
  •     Wiki Page Library
  •     Picture Library
  •     Translation Management Library
  •     Data Connection Library
  •     Slide Library
  •     Report Library
  •     Communications Lists
  •     Announcements
  •     Contacts List
  •     Tracking Lists
  •     Links List
  •     Calendar List
  •     Tasks List
  •     Project Tasks List
  •     Issue Tracking List
  •     Survey
  •     Custom Lists
  •     Custom List
  •     Custom List in Datasheet View
  •     Languages and Translators
  •     KPI List
  •     Import Spreadsheet
  •     Create a New List or Library
Lesson 3:  Managing List and Library Settings
  •     General Settings
  •     Modifying General Settings of a List or Library
  •     Modifying Versioning Settings of a List or Library
  •     Modifying Advanced Settings of a List or Library
  •     Permissions and Management
  •     Modifying Permissions and Management Settings
  •     Communications
  •     Managing Communication Settings
Lesson 4:  Create and Manage Columns    
  •     Creating Custom Columns
  •     Adding Columns from Existing Site Columns
  •     Changing the Column Order
  •     Indexed Columns
  •     Modifying Column Properties
Lesson 5:  Create and Manage Views
  •     Creating Views
  •     Modifying Existing Views
Student Labs
  •     Exercise 1:  Creating a New Document Library
  •     Exercise 2:  Creating a New Column
  •     Exercise 3:  Modifying Document Library Settings
  •     Exercise 4:  Creating a New View
  •     Exercise 5:  Extra Challenge if Time Permits -- Creating a Custom List (by importing from Excel)

Module 4: Modifying the Look and Feel of a SharePoint Site
Lesson 1: Customizing the Site Title, Description, and Icon

  •     Title and Description
  •     Logo, URL, and Description
  •     Web Site Address
Lesson 2: Navigation Settings
  •     Subsites and Pages
  •     Sorting
  •     Sort Automatically
  •     Sort Manually
  •     Navigation, Editing, and Sorting
  •     Navigation Settings Found Only in Subsites
  •     Global Navigation
  •     Current Navigation
Lesson 3: Left Navigation Panel Options
  •     Enable Quick Launch
  •     Enable Tree View
Lesson 4: More “Look and Feel” Settings
  •     Site Themes
  •     Save Site as Template
  •     Reset to Site Definition
  •     Searchable Columns
Student Labs
  •     Exercise 1:  Changing the Name and Top Link Bar
  •     Exercise 2:  Modifying Top Link Bar and Quick Launch
  •     Exercise 3:  Changing the Theme and Save Site as Template

Module 5: Customizing a SharePoint Site by Using Web Parts
  • Lesson 1: Introduction to Web Parts
  •     What is a Web Part?
  •     More Definitions
  •     Web Part Page
  •     Web Part Zones
  •     Types of Web Parts
Lesson 2: Adding Web Parts to a Web Part Page
  •     Web Part Galleries
  •     Web Part Lists
  •     Adding Web Parts
  •     Step by Step
Lesson 3 : Move, Close, and Delete Web Parts
  •     Step by Step
Lesson 4 : Customize Web Part Properties
  •     Step by Step
  •     List Views
  •     Select View
  •     Toolbar Type
  •     Appearance
  •     Layout
  •     Advanced Web Part Settings
Lesson 5: Web Parts that Allow Content Targeting
  •     Options for Using the Content Query Web Part
  •     Query Options
  •     Presentation Options
  •     Step by Step
Student Labs    
  •     Exercise 1:  Adding Web Parts to your Site
  •     Exercise 2:  Modifying Web Part Settings
  •     Exercise 3:  Moving, Closing and Deleting Web Parts
Module 6: Site Administration
  •     Introduction to Site Administration Settings
  •     Managing Regional Settings
  •     Changing Regional Settings for a Site
  •     Managing Site Libraries and Lists
  •     Creating New Content
  •     Customizing Existing Content
  •     Viewing Site Usage Data
  •     Site Usage Reports
  •     Managing User Alerts
  •     Overview of Alerts
  •     Managing RSS Usage
  •     Overview of RSS
  •     Site Collection RSS
  •     Advanced Settings
  •     Managing Sites and Workspaces
  •     Site Features
  •     Overview of Site Features
  •     Activating or Deactivating Features
  •     Deleting a Site
  •     Search Settings
  •     Search Visibility
  •     Related Links Scope Settings
  •     Sites in the Scope
  •     Content and Structure
Student Labs
  •     Exercise 1:  Modifying Regional Settings
  •     Exercise 2:  Managing User Alerts
  •     Exercise 3:  Managing Related Links Scope Setting

Module 7: Managing SharePoint Galleries
Lesson 1: Site Content Types
  •     What are Content Types?
  •     Site Content Type Gallery
  •     Creating a Content Type
Lesson 2:  Site Columns
  •     Site Column Gallery
Lesson 3:  Templates
  •     Overview of Templates
  •     Site Templates
  •     How Site Templates Can Be Used in SharePoint
  •     List Templates
  •     How List Templates Can Be Used in SharePoint
  •     Uploading Templates to Site or List Template Gallery
Lesson 4:  Web Parts Gallery
  •     Overview of the Web Parts Gallery
  •     Adding Web Parts to the Gallery
Lesson 5:  Workflows Gallery
  •     Overview of the Workflows Gallery
Lesson 6:  Master Page and Page Layout Gallery
  •     Overview of the Master Page and Page Layout Gallery
  •     Adding New Pages
  •     Page Layout Template
Student Labs
  •     Exercise 1:  Creating a New Content Type
  •     Exercise 2:  Creating New Columns from the Site Column Gallery
  •     Exercise 3:  Uploading a list to the List Template Gallery
Module 8: Managing Workflows in SharePoint 2007
Lesson 1: Introduction
Lesson 2:  Overview of Workflows

  •     Workflow Scenarios
  •     Built-In Document Workflows
Lesson 3:  Workflow Administration
  •     Workflows Associated to Lists and Libraries
  •     Adding Workflows
  •     Modifying Workflows
  •     Removing Workflows
  •     Workflows and Content Types
  •     Viewing the Status of Existing Workflows
Lesson 4:  Custom Workflows
  •     Overview of Using Office SharePoint Designer 2007
  •     Overview of Using Visual Studios
Student Labs    
  •     Exercise 1:  Creating a New Workflow
  •     Exercise 2:  Testing the New Workflow
  •     Exercise 3:  Cancel a Workflow
  •     Exercise 4:  Viewing Workflow Reports and History

Prerequisites & Certificates

Certificates offered

Certificate of completion

Cancellation Policy
Students are required to give notice if they are unable to attend their class:

2 weeks (10 full business days) or longer prior to training date = full refund
1 to 2 weeks (5 - 9 full business days) prior to training date = 50% of course fee refund
Less than 1 week (4 full business days or fewer) prior to training date = 0% refund

NOTE: You may substitute classes or students at any time.

Map & Reviews
New Era Technology Training
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Here are some reviews of the training vendor.
Great seminar. Instructor was vey helpful and seemed to satisfy everyone's needs. Looking forward to taking the next level.
Reviewed by 2016
It would have been beneficial for the instructors screen to have the capability of zooming in on parts of the workbook.
Reviewed by 2016
The course was informative but fast flowing. I love the idea of being able to re-attend at no cost.
Reviewed by 2016
When there's a very small (2-3)audience at the training, I believe the instructor should reach out ahead of time to find out if any attendees have specifics they would like to have covered as opposed to an overall general content taught. It was not of great value as it was too general.
Reviewed by 2015
The course was very informative and useful, but the time could have been used better. I could have learned everything taught in an hour and a half, and the rest of the time would have been better used doing exercises to really ingrain the information into my brain.
Reviewed by 2015
Jane is great. She was very enthusiastic, very engaging, and quite knowledgeable.
Reviewed by 2015
Would like to have spent just a little more time on a few extra items, in SharePoint 2013. i.e. the workflows, lookup columns. Jane was great!! I have a had previous learning with Jane and she takes the course and it just comes alive under her guidance. I just do not like going downtown.
Reviewed by 2015
I only wish that this course lasted longer than 2 days. We barely scratched the surface and what we learned only raised more questions. It would be nice if there was a version of the course that lasted 4 days so that we could explore more features and options, more thoroughly.
Reviewed by 2015
Very useful course with appropriate environment.
Reviewed by 2014
Really enjoyed the instructor, she was very knowledgable about SharePoint.
Reviewed by 2014
Great one day training! Very informative!
Reviewed by 2014
I can bearly see the blackboard due to the light.
Reviewed by 2014
With respect to the Training Provider, they offered what seemed to be a very detailed manual; however, the instructor followed his own agenda for teaching. Although I'm certain the same material was covered (plus extras, which are appreciated), by not following the manual, it makes it more difficult for a student to take notes. It would have been easier to add notes to the manual, as needed - than trying to capture subject, background info, and the relevent point I am trying to capture on a loose sheet of paper.
Reviewed by 2014
The course was good,however, the instructor was way too dry. He didn't engage the students very much, except to ask if there were any questions which made it a little boring.
Reviewed by 2013
While the instructor was delightful I did not feel she had a good enough grasp of the program. There were often times when a student may have missed a step and she was unable to intuitively know what they'd missed and so the entire class would have to start from the beginning. Unfortunately this class left me more confused than when I'd walked in, and also left me less confident than I'd been after Level 1.
Reviewed by 2013
As this was a beginner course and I have never used power point, the time given to practice the information provided I felt was not adequate.
Reviewed by 2013
I'm very pleased with all the 'head knowledge' I learned yesterday. Now, I have to put my new skills to good use !
Reviewed by 2013
Julie was GREAT! Very personable and helped everyone when they needed it. I would definitely take another course with her and through this organization.
Reviewed by 2013
Mr. Mike is very knowledgeable about Excel 2010, Level 2, and I learned a lot during the class which I will be able to use on a daily basis at work. The Course contents were exactly as indicated. Looking forward to Level 3 someday !
Reviewed by 2013
It was really hot in the room - I know this is a persistent problem with clients - some like it hot, some like it cold! We didn't get to all the topics - I guess I'd rather have this and really understand the topics we did cover; but I needed chart work which we didn't get to.
Reviewed by 2013
The course was short but our instructor was very good and explained the concepts that was easy to understand. I like the fact that she didn't just give us the course textbook and have us go through it and instead had her own training agenda with the textbook serving as a supplemental item. I didn't have too much experience with SharePoint 2010 and I didn't have any issues keeping up with the course. Would definitely recommend this course for those that are interested in SharePoint Workflow.
Reviewed by 2013
May be more practice should be included. Thanks!
Reviewed by 2013
This course was cancelled 45 minutes before the scheduled start time. To have a survey come out when I didn't even take the course is not very professional.
Reviewed by 2013
The instructor was excellent - I would highly recommend him and hope to get him again as my instructor.
Reviewed by 2013
Would have have liked longer day, hours.
Reviewed by 2013
The instructor, JASON HALL, had a fluent, practical, hands-on and knowledgeable style of involving the partipants directly with the software. This was vastly superior to laboriously going thru the course material linearly page after page. We didn't doze off and he answered questions and immediately dealt with individual issues in working through the residential housing project example. I would take another class from Jason Hall.
Reviewed by 2013
The instructor was not helpful as she just read the book to us and went step by step. I could have just bought the book and did that myself. It needed REAL world relevance
Reviewed by 2013
The overhead screen was difficult to see. The instructor went very fast and did not check to ensure that we were all up to where he was - this caused us to go back several times. More consideration needs to be made to ensure each participant is at the right place, can see the board, and the instructor needs to slow down so he is not continuing to instruct while we are catching up, as several of us missed a few things.
Reviewed by 2013
The instructor wasted lot of time in discussing things that are not required for this training and had less hours to spend on actual matter.
Reviewed by 2012
This was a good course for a Sharepoint introduction. I came out feeling more prepared to tackle our SP project.
Reviewed by 2012
Mike did an awesome job. He was entertaining yet very knowledgeable.
Reviewed by 2012
Very good course well taught, Jason Hall did an excellent job.
Reviewed by 2012
The course was very good, Jason Hall was a excellent instructor and took the extra time to answer all questions and help where extra help was needed. Great Instructor.
Reviewed by 2012
I have to say this was one of the best courses I have attended and the main reason is because of JASON HALL!! I loved his approach to teaching! He was animated and didn't make us read from the book once. LOVED IT. Tara Johnson-Ouellette & Kim Grayson
Reviewed by 2012
I took Communicating Effectively for Optimum Outcomes. Tyler Huggins was a fantastic instructor! He provided a lot of helpful tips, some of which are not included in the course. In addtion, Tyler has given us his contact information to provide us with further help with communicating issues going forward.
Reviewed by 2012
this course could have been cut into half a day with the material we covered. 80% of the day was spent with the instructor talking about his life, and irrelevant things. Although he had a great energy and spirit.... The day was a bit too long. Half day course of basics would have been perfect.
Reviewed by 2012
Instructor was very self-absorbed and spent more time talking about himself than Microsoft Word. We paid a lot of money to take the course and would have benefited from the instructor talking more about Word rather than hearing about his travels, the food he ate, the airbrushing on his daughter's skate board , his clients, how busy and important he is, his hiking plans for the weekend, how his buddy was at his house drinking his scotch, his best friend's battle with colon cancer, his daughter's travel future plans to base camp 2 of Everest, his dogs personalities, his friend in the police force, his upcoming trip to Thailand, and the worst of all....his divorce proceedings. It was such a shame that he knew so much about Word but had a problem actually staying focused and teaching us about it. He had a couple of minutes to complete the material and broke into another story instead, he ran over the 4pm class time frame and never finished going through the material unless people wanted to stay late!
Reviewed by 2012
With all the valuable insights and topics to cover, I feel that this should be a two day course; we only got through half of the course book in the one day. While the rest of the material could be done by self-directed learning, others in my class agreed that they wouldn't have time to learn the rest on their own time. The course description indicated that I would be learning all the material but we simply didn't get that far. The computers, desks, and chairs were certainly not ergonomic. I would encourage the facility to consider this next time they upgrade their equipment & furniture.
Reviewed by 2012
the course seemed to contain quite a bit of project management rather than strictly program operations and fundamentals. could use more hands on with features and abilities of the program
Reviewed by 2012
The class was very rushed. The last few topics we essentially whipped through them but it still provided learning on what I needed to know
Reviewed by 2012
I would have liked to go through the toolbar/ribbon a bit more and learn what each button does.
Reviewed by 2012
The material was presented well. I felt that the pace of the class could have gone faster (but I do have a software developer background so that could be partly the reason). I was hoping to have some time during class, say the last hour or so to work my way through the exercises provided in the binder. I did appreciate the last part on Sharepoint Developer and did like the hands-on approach. Otherwise it was a good course and I felt that it was valuable to me.
Reviewed by 2012
Re: Break Times - could be shorter, especially considering the day/course ended an hour and a half early. For the price and amount of time scheduled for the day, a lot more could be learned/taught/included
Reviewed by 2012
It was hard to see the instructors screen. It was a projector that was turned toward a white board.
Reviewed by 2012
Jason Hall is fantastic and I look forward to taking another course with him. My last experience at New Era was not great; the instructor did not meet our expectations and the computers were not working when we arrived. But Jason made the day fly by and I felt like I learned not only the set curriculum but gained lots of additional presentation skills.
Reviewed by 2012
The instructor in this class was EXCELLENT. I would highly recommend her as she really knew what she was doing and her etaching style was great. AWESOME instuctor.
Reviewed by 2012
The trainer was very knowledgeable and kept the course moving at a great pace. I wish I could take her home with me, so she could help me teach photoshop at the school I work at.
Reviewed by 2012
The course was very helpful and the instructor was very knowledgable and made the effort to make sure all class members were understanding the excersizes and were on the same page. My only complaint is that the computers seemed a little worn out. Throughout the day most students in the class ran into some sort of issue with the computer not working the way it should. And during our practice time closer to the end of the day all the computers started crashing.
Reviewed by 2012
The Instructor was fabulous and is the reason that I truly enjoyed the course.
Reviewed by 2011
Alex was extrememly helpful and knowlegeable.
Reviewed by 2011
The course was excellent, but I felt a little out of my league. The participants in the course were designers and IT people who had used other versions of SharePoint. While I benefited from their questions and comments during the class, I feel "lost" now that I'm back on my own at the office. Perhaps I was in the wrong coarse, but it did say power "user".
Reviewed by 2011
Alex is great!
Reviewed by 2011
Jane is a wonderful teacher! i will gladly take any class she teaches!
Reviewed by 2011
Jane is an excellent teacher! She is very knowledgable and is enthusiastic about the course!
Reviewed by 2011
Very good - presented course material in an engaging way.
Reviewed by 2011
The instructor didn't provide a lot of structure to the class, he just skimmed through the material and didn't go into it very deep. As a result, the class finished up 1.5 h early as well. He tried to add material from PMI (which was missing from the course materials) but this sometimes just made things more confusing. The PMI material should really be in the course material to start with. Otherwise, the instructor was helpful, knowledgeable and had a good demeanor.
Reviewed by 2011
It was informative
Reviewed by 2011
Very good course with a very knowledgeable instructor. Class was at full occupancy and I felt that the class size was too large.
Reviewed by 2011
There were only 4 students so it went fast and we finished early. Personally I would have liked to spend more time practicing. Perhaps some reference to the book and if there were any practice exercises in there that we could use to gain more experience with Visio.
Reviewed by 2011
The course started 40 minutes late because they did not have the correct computers set up for the program. It's like they were not even expecting us. I found it very disorganized. For the price I paid for this course, I expected a more professional presentation.
Reviewed by 2011
Instructor was very soft spoken did not have all the answres but did get answers later in the class.
Reviewed by 2011

This course currently does not have any dates scheduled. Please call 1-877-313-8881 to enquire about future dates or scheduling a private, in house course for your team.

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