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Welcome to the Iowa SharePoint User Group. May 1 st , 2007 Site Templates and Site Definitions. Raymond Mitchell – Inetium. http://www.sharepointia.com. Agenda. Quick Intro OOB “Templates” Site Templates Site Definitions Templates vs. Definitions Break Related Technologies

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  1. Welcome to the Iowa SharePoint User Group May 1st, 2007 Site Templates and Site Definitions Raymond Mitchell – Inetium http://www.sharepointia.com

  2. Agenda • Quick Intro • OOB “Templates” • Site Templates • Site Definitions • Templates vs. Definitions • Break • Related Technologies • Advanced Site Definitions • Example: “Fabulous 40” • Example: Community Kit for SharePoint / www.sharepointia.com • Give Away • Q & A http://www.sharepointia.com

  3. User Group Goal / Objectives Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group members about SharePoint Technologies Transfer knowledge within the community Communicate best practices Introduce new products / solutions http://www.sharepointia.com

  4. Introductions – IASPUG Sponsors Inetium (www.inetium.com) Bloomington, MN based Microsoft consulting company Microsoft Gold Certified Partner Practice Area focused on Information Worker Technologies Des Moines Area Community College (www.dmacc.edu) Microsoft (www.microsoft.com) I’m guessing you’ve heard of them http://www.sharepointia.com

  5. www.sharepointia.com Website for user group SharePoint resource documents SharePoint resource websites links RSS Feeds Meeting Schedule Past User Group Presentations www.sharepointia.com http://www.sharepointia.com

  6. Upcoming Schedule Next Meeting June 5th 9:00 AM to 11:30 AM DMACC, Des Moines Area Community CollegeBuilding/Room: Building 7 Conference Center - Maple Room Ongoing Schedule Every other month 9:00 to 11:30 am DMACC, Des Moines Area Community CollegeBuilding/Room: Building 7 Conference Center - Maple Room http://www.sharepointia.com

  7. Conferences Advisor Summit – May 6-10  Anaheim, CA  http://advisorevents.com/cte0705p.nsf/w/cmsMain Microsoft Business Intelligence Conference - May 9-11 – Seattle, WA  http://www.microsoftbiconference.com/ Tech Ed – June 4-8  - Orlando, FL   http://www.microsoft.com/events/teched2007/default.mspx PDC – October 2-5  - Los Angeles, CA  http://msdn.microsoft.com/events/pdc/ SharePoint Connections – Fall – Las Vegas, NV http://www.sharepointia.com

  8. OOB “Templates” OOB “Templates”

  9. Out of the box “Templates” • When you create a new site you can select “templates”: OOB “Templates”

  10. Out of the box “Templates” • Additional templates are available based on your version. Some examples include: • WSS • Blank Site, Team Site • Meeting Workspaces, Document Workspaces • Blogs, Wiki • MOSS • Enterprise (Document Center, Search Center, MySite Host) • Collaboration Portal • Publishing Portal • Each template contains information about a site including Navigation elements, Lists, and other site functionality OOB “Templates”

  11. Site Templates Site Templates

  12. Site Templates • Overview • Allows you to quickly and easily save a customized site as a template • Examples • Project Sites • Client Sites Site Templates

  13. Site Templates • Overview • Saved as a .STP file • Actually a .CAB file that can be opened with Windows Explorer • Contains a manifest.xlm • manifest.xml contains customizations from the site’s original definition Site Templates

  14. Site Templates • Overview • Saved as a .STP file • Actually a .CAB file that can be opened with Windows Explorer • Contains a manifest.xlm • manifest.xml contains customizations from the site’s original definition Site Templates

  15. Site Templates • Creating Site Templates • Can be created from the Web UI • Requires “Full Control” permissions on the current web Site Templates

  16. Site Templates Site Templates

  17. Site Templates • Creating Site Templates • File name must be unique • Template name and description as they will be displayed in the UI • 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

  18. Site Templates • Creating Site Templates • Once saved, site templates live in the “Site Template Gallery” Site Templates

  19. Site Templates • Managing Site Templates • Site Template Galleries exist at the site collection level • Can be managed from the root web’s site settings Site Templates

  20. Site Templates • Managing Site Templates • Can save .STP files and deploy to other servers or site collections Site Templates

  21. Site Templates • Managing Site Templates • Can install via STSADM – available to all site collections • Requires an • IISRESET to complete deployment Site Templates

  22. Site Templates • Managing Site Templates • Change the max template file size: Site Templates

  23. Site Templates • Site Template Notes • List / Site Permissions are not saved • Known Issues: • Changes to “List View” Web Parts are not saved. Hotfix is available via KB Article: http://support.microsoft.com/?kbid=926284 • Issues creating sites from templates saved with the publishing feature activated. Details available via KB Article: http://support.microsoft.com/kb/925189 Site Templates

  24. Site Definitions Site Definitions

  25. Site Definitions • Overview • Used for more the same scenarios when additional configuration options are required • More complex to create / install Site Definitions

  26. Site Definitions • Overview • Made up of a WebTemp.xml descriptor file and additional supporting files • Defines exactly what should show up on the site once it is created • Located on the file system of your SharePoint front end web servers • C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\SiteTemplates • C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\1033\XML Site Definitions

  27. Site Definitions • Overview • Used for OOB “templates” Site Definitions

  28. Templates vs. Definitions Templates vs. Definitions

  29. Templates vs. Definitions • Main differences: • Who will be creating, who will be using • What configuration options are needed Templates vs. Definitions

  30. Templates vs. Definitions Templates vs. Definitions

  31. Break 5 – 10 minutes

  32. Related Technologies Related Technologies

  33. Related Technologies • Ghosting / UnGhosting • Ghosted files are good • Ghosted files exist on the file system and do not have to be retrieved from the database (which would be slower) • Files added or modified with SharePoint Designer are unghosted. They must be loaded from the database (which is slower) Related Technologies

  34. Related Technologies • Ghosting / UnGhosting • 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 • 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

  35. Related Technologies • Features • Can be used to deploy all kinds of functionality • Custom ActionUrls • List Event Handlers • Custom Workflows • Custom List Definitions • Stored in the C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\FEATURES directory Related Technologies

  36. Related Technologies • Features Related Technologies

  37. Related Technologies • Solutions • Allow you to package functionality for deployment: • Web Parts • Features • Site Definitions • Must be installed and deployed • .WSP file copied to the server and installed via STSADM Related Technologies

  38. Related Technologies • Solutions • Install using the addsolution command: Related Technologies

  39. Related Technologies • Solutions • Once installed, solutions must be deployed. • Can be deployed via Central Administration: Related Technologies

  40. Related Technologies • Solutions • 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

  41. Advanced Site Definitions Advanced Site Definitions

  42. Advanced Site Definitions • Creating a new site definition • 101 via notepad • Deployment Advanced Site Definitions

  43. Advanced Site Definitions • Really creating a site definition • Visual Studio • Schema file / intellisense • Additional properties • Alternate CSS • Master Page • Features • Modules / Web Parts & LVWPs Advanced Site Definitions

  44. Example: “Fabulous 40” “Fabulous 40”

  45. “Fabulous 40” • 40 sample applications meant to showcase what you can build in SharePoint • 20 are Site Templates • 20 are Site Definitions • Require the Core Solution “Fabulous 40”

  46. “Fabulous 40” • Downloading • All templates: http://www.microsoft.com/downloads/details.aspx?FamilyID=5807B5EF-57A1-47CB-8666-78C1363F127D&displaylang=en • Core Solution:http://www.microsoft.com/downloads/details.aspx?FamilyId=C1039E13-94DA-4D7D-8CAE-3B96FA5A4045&displaylang=en “Fabulous 40”

  47. “Fabulous 40” • Featured Template: Classroom Management “Fabulous 40”

  48. “Fabulous 40” • Featured Application: Absence and Vacation Schedule “Fabulous 40”

  49. “Fabulous 40” • Featured Application: Expense Reimbursement “Fabulous 40”

  50. Example: CKS & www.sharepointia.com SCK & www.sharepointia.com

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