Windows SharePoint Services Doc Library, List and Site Templates

1
Windows SharePoint ServicesDoc Library, List and
Site Templates
2
Site Collection, Sites and Sub-sites
3
Windows SharePoint Services
Windows SharePoint Services

• Key Features
• Presence integration
• Versioning, Check-in/Check Out
• Shared calendars, discussions
• Office 2003 Integration

• Benefits
• Easy to use
• Individual empowerment
• Team community
• Manager enablement

4
WSS Interface
Main Menu Bar
Modify Page
Access to all Lists
Administration
Site Name
Swap between Personal Shared View
Quick Launch Pane
5
Create and CustomizeDocument Libraries
6
About Document Libraries

• Windows SharePoint Services includes 3 libraries
  templates by default
• Document library
• Picture Library
• Form Library.
• Custom libraries can be created
• Custom libraries templates are saved as .stp file
  and can be managed trough Manage List Templates

7
Customization

• Title and description
• Quick Launch Link
• Versioning and Approval
• Document Template (Document Libraries)
• Field and views
• You can create templates with content included
• Security settings not retained

8
Create and Customize List
9
About List Templates

• Windows SharePoint Services includes many list
  templates by default.
• List templates created by other users or software
  vendors can also be imported to the site
  collection template gallery
• You must have the Manage Lists right to create a
  list template
• To add or import a list template to the site
  collection gallery, you must have the Add Item
  right for the list template gallery

10
List Templates II

• A list template is a file that includes all of
  the design information about the list, such as
• The columns and fields in the list.(Title column
  is mandatory, can be renamed but not deleted)
• Any views created for the list.
• List content (optional).
• List templates do not include
• Security settings, such as a list of users or
  groups with permissions to the list from which
  the template was created.
• Lookup field links. Although lists can contain
  lookup fields that reference data in another
  list, that other list (and its data) is not
  included when you save a list template.
• List templates are stored as files with the .stp
  extension.

11
Using List Templates

• Users can create lists based on templates
  available on the server or on the site
  collection. Custom list templates are listed on
  the Create page alongside the default set of list
  templates from the site definitions.
• The set of list templates on the server and the
  site collection are filtered based on the site
  language and the site definition ID that your
  site is based on.For example, a site based on
  the Meeting Workspace template has a different
  site definition ID from a site based on the Team
  Site template. If you create a Meeting
  Announcements custom list template from the
  Announcements list in a site based on a Meeting
  Workspace template, that template is not
  available from within a site based on the Team
  Site template.

12
Managing the List Template Gallery

• List templates are managed at the Site Collection
  level
• When a user creates a list template, it is
  automatically added to the List Template Gallery
  for the Site Collection. If you want to import a
  list template from an .stp file, you can do so
  from the Manage List Template Gallery page.
• If you want to delete a List template in the List
  Template Gallery you can do so from the Manage
  List Template Gallery page

13
Create Site Templates
14
Working with Templates

• Two methods
• Site definitionsset of basic pages and schema
  from which all SharePoint sites and lists are
  derived. Stored on the file system of each
  front-end Web server as Web pages and XML
  files(see WSS SDK)
• Custom Templatesway of packaging up a set of
  changes to an existing site definition and making
  those available for new sites and lists. Every
  custom template is based on a site definition.
  Custom templates are stored in the database and
  made available through the central or site
  collection template galleries.

15
Default Site Definitions (Templates)

• Team Site
• Blank Site
• Document Workspace
• Basic Meeting Workspace
• Blank Meeting Workspace
• Decision Meeting Workspace
• Social Meeting Workspace
• Multipage Meeting Workspace

16
Create SiteStep 1

• Provide Title and Description
• Enter the Last part of the URL Address
• Choose the Permission Inheritance

17
Create SiteStep 2

• Select a Template

18
How to create a Site Template

• Customize Layout Settings
• Customize your site as you wish (using FP etc.)
• Site Settings ? Site Administration? Save Site
  As Template
• Only Administrators can do this

19
Customizing the Look and Feel

• Customization under Site Settings Menu
• Add a list
• Change the layout
• Change the picture
• Add a Web Part
• Change a site's name
• Apply a theme
• Customization with FrontPage 2003
• Add borders to pages
• Insert graphics
• Add components
• Change site navigation

20
Maximum size for a site template

• The maximum size for a site template is 10MB.If
  you create a site larger than that you will
  normally get the error message "This site is too
  large to save as a template". Another possible
  effect is that you will get a time-out.
• This 10MB limit is hard-coded and it is not
  possible to change it.

21
Sharing Templates

• You can share a copy of the .stp template file by
  e-mail message, posting it to a network share or
  Web site, or making a copy on a disk
• To create a copy of a template Navigate to the
  template gallery right-click the file, and then
  click Save As

22
Managing the Site Template Gallery

• Site templates are added or removed from the Site
  Template Gallery at the Site Collection level
• When you create a site template, it is
  automatically added to the site template gallery
  for the Site Collection
• You can import a site template from an .stp file
  from the Manage Site Template Gallery page

23
Managing Central Template Gallery

• There is a centralized store of site templates
  called the Central Template Gallery.
• This gallery is managed for your entire server by
  using the command-line tool, Stsadm.exe.

24
Managing Central Template Gallery

• After you add or delete a template you need to
  restart Internet Information Services (IIS)
• You can restart all of IIS at once by running
  IISRESET, or just restart the specific Web sites
  in Internet Information Services (IIS) Manager
• If you are in a server farm environment, you must
  restart the Web services for each front-end Web
  server in your server farm

25
Syntax

• Addtemplate syntaxstsadm.exe -o addtemplate
  -filename ltfilenamegt -title lttemplate titlegt
  -description ltdescription of the templategt
• Deletetemplate syntaxstsadm.exe -o
  deletetemplate -title lttemplate titlegt -lcid
  ltlanguagegt
• Enumtemplates syntaxstsadm.exe -o enumtemplates
  -lcid ltlanguagegt

26
Links

• http//www.microsoft.com/windowsserver2003/technol
  ogies/sharepoint
• http//www.sharepointcustomization.com
• http//www.sharepointcustomization.com/resources
• http//wss.collutions.com
• http//www.wssdemo.com
• Samples
• http//www.sharepointcustomization.com/sales-marke
  ting
• http//www.sharepointcustomization.com/finance
• http//www.sharepointcustomization.com/HR