Transcript Site Templates and Site Definitions

Welcome to the
Minnesota SharePoint
User Group
May 9th, 2007
Site Templates and Site Definitions
Raymond Mitchell – Inetium
http://www.sharepointmn.com
User Group Goal / Objectives
Develop and support a local community focused on Microsoft
SharePoint Technologies
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Educate user group members about SharePoint Technologies
Transfer knowledge within the community
Communicate best practices
Introduce new products / solutions
http://www.sharepointmn.com
Introductions – MNSPUG Sponsors
Inetium (www.inetium.com)
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Twin Cites based Microsoft consulting company
Microsoft Gold Certified Partner
Practice Area focused on Information Worker Technologies
New Horizons – Minnesota (www.newhorizonsmn.com)
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Microsoft Gold Certified Partner
Training on many technologies
Microsoft (www.microsoft.com)
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I’m guessing you’ve heard of them
http://www.sharepointmn.com
www.sharepointmn.com
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Website for user group
SharePoint resource documents
SharePoint resource websites links
RSS Feeds
Meeting Schedule
Past User Group Presentations
www.sharepointmn.com
http://www.sharepointmn.com
Upcoming Schedule
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Next Meeting
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June 13th 9:00 AM to 11:30 AM
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Microsoft’s Bloomington Office
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Topic: TBD
Ongoing Schedule
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2nd Wednesday of every month
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9:00 to 11:30 am
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Microsoft’s Bloomington Office
http://www.sharepointmn.com
CRM User Group Meeting
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Wednesday, June 6th, 2007
8:30 – 9:00 Registration
9:00 – 11:00 Presentation
11:00 – 11:30 Q&A and Networking
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Microsoft’s Bloomington Office (here)
http://www.sharepointmn.com
Twin Cities MPA Free Lunch ‘n’ Learn
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May 18, 2007
Overview: Microsoft Office SharePoint 2007: A Project Enabling Platform
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RSVP or for more information - http://www.mympa.org/Chapters/TwinCities
The Official Industry Association for Microsoft Office Project
http://www.sharepointmn.com
Upcoming WebCast
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When: Tuesday, May 22, 2007
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Time: 10:30 AM – 11:30 AM
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Topic: Content replication solutions to improve SharePoint’s business value
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Sponsors: Syntergy and Inetium
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Registration: https://www.clicktoattend.com/ Invitation Code: 118430
http://www.sharepointmn.com
Previous Meetings
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SharePoint 2007 Overview: – May 2006 MNSPUG Presentation – This presentation provides an overview of a number of the key features and
capabilities that SharePoint 2007 provides. http://www.sharepointmn.com/User Group Presentations/May 2006 MNSPUG.ppt
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Document Management / Records Management: June 2006 MNSPUG Presentation – This presentation covers how documents and records are
managed using SharePoint. This presentation also covers SharePoint Content Types. http://www.sharepointmn.com/User Group
Presentations/June 2006 MNSPUG.ppt
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Workflow: July 2006 MNSPUG Presentation – This presentation covers how workflow and digital forms work in SharePoint
2007. http://www.sharepointmn.com/User Group Presentations/July 2006 MNSPUG.ppt
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Business Intelligence: August 2006 MNSPUG Presentation – This presentation covers many of the new features of SharePoint 2007 that are
used to address Business Intelligence including Dashboard sites, Key Performance Indicator (KPI) lists, Excel Services and the filter web
parts. http://www.sharepointmn.com/User Group Presentations/August 2006 MNSPUG.ppt
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Web Content Management: September 2006 MNSPUG Presentation – This presentation focuses on the web content management features of
SharePoint 2007 that allow end users to publish their own web content (ex: articles). http://www.sharepointmn.com/User Group
Presentations/September 2006 MNSPUG.ppt
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Search, Business Data Catalog (BDC), and the Knowledge Network: October 2006 MNSPUG Presentation – This presentation focuses on the
search capabilities of SharePoint 2007 including leveraging the Business Data Catalog. http://www.sharepointmn.com/User Group
Presentations/October 2006 MNSPUG.ppt
http://www.sharepointmn.com
Conferences
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Advisor Summit – May 6-10 Anaheim, CA
http://advisorevents.com/cte0705p.nsf/w/cmsMain
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Microsoft Business Intelligence Conference - May 9-11 – Seattle, WA
http://www.microsoftbiconference.com/
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Tech Ed – June 4-8 - Orlando, FL
http://www.microsoft.com/events/teched2007/default.mspx
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PDC – October 2-5 - Los Angeles, CA
http://msdn.microsoft.com/events/pdc/
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SharePoint Connections – November 5-8 – Las Vegas, NV
http://www.sharepointmn.com
Agenda
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Quick Intro
Site Template and Site Definitions - Concepts
Break
Site Templates and Site Definitions – hands on
Give Away
Q&A
http://www.sharepointmn.com
OOB “Templates”
OOB “Templates”
Out of the box “Templates”
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When you create a new site you can select “templates”:
OOB “Templates”
Out of the box “Templates”
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Additional templates are available based on your version. Some examples include:
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WSS
• Blank Site, Team Site
• Meeting Workspaces, Document Workspaces
• Blogs, Wiki
MOSS
• Enterprise (Document Center, Search Center, MySite Host)
• Collaboration Portal
• Publishing Portal
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Each template contains information about a site including Navigation elements,
Lists, and other site functionality
OOB “Templates”
Site Templates
Site Templates
Site Templates
Overview
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Allows you to quickly and easily save a customized site as a template
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Examples
• Project Sites
• Client Sites
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Saves all of the changes made to a site based on a site definition
Site Templates
Site Templates
Overview
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Saved as a .STP file
• Actually a .CAB file that can be
opened with Windows Explorer
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Contains a manifest.xlm
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manifest.xml contains
customizations from the site’s
original definition
Site Templates
Site Templates
Overview
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Saved as a .STP file
• Actually a .CAB file that can be
opened with Windows Explorer
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Contains a manifest.xlm
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manifest.xml contains
customizations from the site’s
original definition
Site Templates
Site Templates
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Creating Site Templates
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Can be created from the Web UI
Requires “Full Control” permissions on the current web
Site Templates
Site Templates
Site Templates
Site Templates
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Creating Site Templates
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File name must be unique
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Template name and description as they
will be displayed in the UI
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Include Content allows you to save
documents and static list items with
your template.
• Default Site Template file size limit
is set to 10MB
• Can be increased...
Site Templates
Site Templates
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Creating Site Templates
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Once saved, site templates live in the “Site Template Gallery”
Site Templates
Site Templates
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Managing Site Templates
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Site Template Galleries exist at the site collection level
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Can be managed from the root web’s site settings
Site Templates
Site Templates
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Managing Site Templates
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Can save .STP files and deploy to other servers or site collections
Site Templates
Site Templates
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Managing Site Templates
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Can install via STSADM – available to all site collections
Requires an
IISRESET to complete deployment
Site Templates
Site Templates
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Managing Site Templates
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Change the max template file size:
Site Templates
Site Templates
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Site Template Notes
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List / Site Permissions are not saved
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Known Issues:
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Changes to “List View” Web Parts are not saved. Hotfix is available via KB
Article: http://support.microsoft.com/?kbid=926284
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Issues creating sites from templates saved with the publishing feature
activated. Details available via KB Article:
http://support.microsoft.com/kb/925189
Site Templates
Site Definitions
Site Definitions
Site Definitions
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Overview
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Used for more the same scenarios when additional configuration options are
required
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More complex to create / install
Site Definitions
Site Definitions
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Overview
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Made up of a WebTemp.xml descriptor file and additional supporting files
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Defines exactly what should show up on the site once it is created
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Located on the file system of your SharePoint front end web servers
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C:\Program Files\Common Files\Microsoft Shared\web server
extensions\12\TEMPLATE\SiteTemplates
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C:\Program Files\Common Files\Microsoft Shared\web server
extensions\12\TEMPLATE\1033\XML
Site Definitions
Site Definitions
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Overview
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Used for OOB “templates”
Site Definitions
Templates vs. Definitions
Templates vs. Definitions
Templates vs. Definitions
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Main differences:
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Who will be creating, who will be using
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What configuration options are needed
Templates vs. Definitions
Templates vs. Definitions
Site Template
Site Definition
Can be created by a site administrator
Created by a developer
Can be deployed by a site administrator
Deployed by a system administrator
.STP File
.WSP file (if deployed by Solution)
Can be heavier
More difficult to create
Feature for convenience
Core component of SharePoint
Templates vs. Definitions
Related Technologies
Related Technologies
Related Technologies
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Ghosting / UnGhosting
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Ghosted files are good
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Ghosted files exist on the file system and do not have to be retrieved from the
database (which would be slower)
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Files added or modified with SharePoint Designer are unghosted. They must
be loaded from the database (which is slower)
Related Technologies
Related Technologies
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Ghosting / UnGhosting
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Site Templates contain copies of unghosted files. Each site created based on
that site template will save another copy of the file in the database.
• Customized homepages, custom .css, .js, or image files saved with the site
• Documents saved as default content for the site template
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Sites created based on site definitions contain ghosted files
• Custom files can be added to site definitions
• Files are copied once to the file system and are referenced unless the
instance is unghosted
Related Technologies
Related Technologies
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Features
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Can be used to deploy all kinds of functionality
• Custom ActionUrls
• List Event Handlers
• Custom Workflows
• Custom List Definitions
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Stored in the C:\Program Files\Common Files\Microsoft Shared\web server
extensions\12\TEMPLATE\FEATURES directory
Related Technologies
Related Technologies
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Features
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Every list in
SharePoint is
defined as a
feature
Related Technologies
Related Technologies
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Solutions
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Allow you to package functionality for deployment:
• Web Parts
• Features
• Site Definitions
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Must be installed and deployed
• .WSP file copied to the server and installed via STSADM
Related Technologies
Related Technologies
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Solutions
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Install using the addsolution command:
Related Technologies
Related Technologies
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Solutions
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Once installed, solutions must be deployed.
• Can be deployed via Central Administration:
Related Technologies
Related Technologies
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Solutions
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Once installed, solutions must be deployed.
• Or via STSADM using the deploysolution command:
Must run STSADM -o execadmsvcjobs or else wait for the
timer job to run/complete
Related Technologies
Break
5 – 10 minutes
Example:
“Fabulous 40”
“Fabulous 40”
“Fabulous 40”
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40 sample applications meant to showcase what you can build in SharePoint
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20 are Site Templates
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20 are Site Definitions
• Require the Core Solution
“Fabulous 40”
“Fabulous 40”
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Downloading
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All templates:
http://www.microsoft.com/downloads/details.aspx?FamilyID=5807B5EF-57A147CB-8666-78C1363F127D&displaylang=en
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Core Solution:
http://www.microsoft.com/downloads/details.aspx?FamilyId=C1039E13-94DA4D7D-8CAE-3B96FA5A4045&displaylang=en
“Fabulous 40”
“Fabulous 40”
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Featured Template: Classroom Management
“Fabulous 40”
“Fabulous 40”
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Featured Application: Absence and Vacation Schedule
“Fabulous 40”
“Fabulous 40”
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Featured Application: Expense Reimbursement
“Fabulous 40”
Example:
CKS & www.sharepointmn.com
SCK & www.sharepointmn.com
CKS & www.sharepointmn.com
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What is the CKS
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The Community Kit for SharePoint is a set of best practices, templates, Web
Parts, tools, and source code that enables practically anyone to create a
community website based on SharePoint technology for practically any group
of people with a common interest.
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http://www.codeplex.com/CKS
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The CKS 2.0 will include several different editions that consist of custom Master
Pages, web parts, and Features. Go here for current list of editions and features
being considered. The CKS 2.0 project was officially announced on the
SharePoint Team Blog on March 27, 2007.
CKS & www.sharepointmn.com
CKS & www.sharepointmn.com
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The making of www.sharepointmn.com
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The CKS:UGE 1.0 is a site admin template (.STP file) designed for user group
websites. The default settings and content of a SharePoint site that's been
created with this template can be used with minimal modification by any
Microsoft product oriented user group. Nevertheless, a user group of any
product will find this template to be a compelling option with which to create a
SharePoint site for its members.
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http://blogs.msdn.com/sharepoint/archive/2007/02/26/community-kit-forsharepoint-user-group-edition-1-0-now-available.aspx
CKS & www.sharepointmn.com
Advanced Site Definitions
Advanced Site Definitions
Advanced Site Definitions
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Creating a new site definition
• 101 via notepad
• Deployment
Advanced Site Definitions
Advanced Site Definitions
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Really creating a site definition
• Visual Studio
• Schema file / intellisense
• Additional properties
• Alternate CSS
• Master Page
• Features
• Modules / Web Parts & LVWPs
Advanced Site Definitions
References
• MSDN – Working with Templates and Definitions
http://msdn2.microsoft.com/en-us/library/ms434313.aspx
• Dan Winter – Site Definition listing
http://blogs.msdn.com/dwinter/archive/2006/07/07/659613.aspx
• Good info…
http://www.sharepointblogs.com/vandest/archive/2007/01/09/17634.aspx
• Inetium Blogs
http://blogs.inetium.com
http://www.sharepointmn.com
Q&A
http://www.sharepointmn.com
Give Away
http://www.sharepointmn.com
Thanks for coming!
http://www.sharepointmn.com