sharepointmn

1. Welcome to the Minnesota SharePoint User Group May 9th, 2007 Site Templates and Site Definitions Raymond Mitchell – Inetium http://www.sharepointmn.com

2. 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.sharepointmn.com

3. Introductions – MNSPUG Sponsors Inetium (www.inetium.com) Twin Cites based Microsoft consulting company Microsoft Gold Certified Partner Practice Area focused on Information Worker Technologies New Horizons – Minnesota (www.newhorizonsmn.com) Microsoft Gold Certified Partner Training on many technologies Microsoft (www.microsoft.com) I’m guessing you’ve heard of them http://www.sharepointmn.com

4. www.sharepointmn.com 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

5. Upcoming Schedule Next Meeting June 13th 9:00 AM to 11:30 AM Microsoft’s Bloomington Office Topic: TBD Ongoing Schedule 2nd Wednesday of every month 9:00 to 11:30 am Microsoft’s Bloomington Office http://www.sharepointmn.com

6. CRM User Group Meeting Wednesday, June 6th, 2007 8:30 – 9:00 Registration 9:00 – 11:00 Presentation 11:00 – 11:30 Q&A and Networking Microsoft’s Bloomington Office (here) http://www.sharepointmn.com

7. Twin Cities MPA Free Lunch ‘n’ Learn May 18, 2007Overview: Microsoft Office SharePoint 2007: A Project Enabling Platform RSVP or for more information - http://www.mympa.org/Chapters/TwinCities http://www.sharepointmn.com The Official Industry Association for Microsoft Office Project

8. Upcoming WebCast When: Tuesday, May 22, 2007 Time: 10:30 AM – 11:30 AM Topic: Content replication solutions to improve SharePoint’s business value Sponsors: Syntergy and Inetium Registration: https://www.clicktoattend.com/ Invitation Code: 118430 http://www.sharepointmn.com

9. Previous Meetings 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 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 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 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 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 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

10. 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 – November 5-8 – Las Vegas, NV http://www.sharepointmn.com

11. Agenda • Quick Intro • Site Template and Site Definitions - Concepts • Break • Site Templates and Site Definitions – hands on • Give Away • Q & A http://www.sharepointmn.com

12. OOB “Templates” OOB “Templates”

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

14. 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”

15. Site Templates Site Templates

16. Site Templates • Overview • Allows you to quickly and easily save a customized site as a template • Examples • Project Sites • Client Sites • Saves all of the changes made to a site based on a site definition Site Templates

17. 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

18. 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

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

20. Site Templates Site Templates

21. 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

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

23. 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

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

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

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

27. 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

28. Site Definitions Site Definitions

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

30. 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

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

32. Templates vs. Definitions Templates vs. Definitions

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

34. Templates vs. Definitions Templates vs. Definitions

35. Related Technologies Related Technologies

36. 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

37. 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

38. 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

39. Related Technologies • Features • Every list in SharePoint is defined as a feature Related Technologies

40. 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

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

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

43. 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

44. Break 5 – 10 minutes

45. Example: “Fabulous 40” “Fabulous 40”

46. “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”

47. “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”

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

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

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