"Site Templates and Site Definitions"
Welcome to the Nebraska SharePoint User Group May 2nd, 2007 Site Templates and Site Definitions Raymond Mitchell – Inetium http://www.sharepointne.com Agenda • Quick Intro • Site Template and Site Definitions - Concepts • Break • Site Templates and Site Definitions – hands on • Give Away • Q&A http://www.sharepointne.com 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.sharepointne.com Introductions – NESPUG Sponsors Inetium (www.inetium.com) • Technology consulting company • Microsoft Gold Certified Partner • Practice area focused on SharePoint • Host of Minnesota SharePoint Users Group Microsoft (www.microsoft.com) • I’m guessing you’ve heard of them http://www.sharepointne.com www.sharepointne.com • Website for user group • SharePoint resource documents • SharePoint resource websites links • RSS Feeds • Meeting Schedule • Past User Group Presentations www.sharepointne.com http://www.sharepointne.com Upcoming Schedule • Next Meeting • June 6th 8:30 AM to 11:30 AM • Microsoft’s Omaha Office • Ongoing Schedule • 1nd Wednesday of every month • 8:30 to AM 11:30 am • Microsoft’s Omaha Office http://www.sharepointne.com 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.sharepointne.com OOB “Templates” OOB “Templates” Out of the box “Templates” • When you create a new site you can select “templates”: OOB “Templates” 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” Site Templates Site Templates 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 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 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 Site Templates • Creating Site Templates • Can be created from the Web UI • Requires “Full Control” permissions on the current web Site Templates Site Templates Site Templates 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 Site Templates • Creating Site Templates • Once saved, site templates live in the “Site Template Gallery” Site Templates 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 Site Templates • Managing Site Templates • Can save .STP files and deploy to other servers or site collections Site Templates Site Templates • Managing Site Templates • Can install via STSADM – available to all site collections Requires an IISRESET to complete deployment Site Templates Site Templates • Managing Site Templates • Change the max template file size: Site Templates 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 Site Definitions Site Definitions Site Definitions • Overview • Used for more the same scenarios when additional configuration options are required • More complex to create / install Site Definitions 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 Site Definitions • Overview • Used for OOB “templates” Site Definitions Templates vs. Definitions Templates vs. Definitions Templates vs. Definitions • Main differences: • Who will be creating, who will be using • 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 • 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 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 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 Related Technologies • Features • Every list in SharePoint is defined as a feature Related Technologies 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 Related Technologies • Solutions • Install using the addsolution command: Related Technologies Related Technologies • Solutions • Once installed, solutions must be deployed. • Can be deployed via Central Administration: Related Technologies 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 Break 5 – 10 minutes Example: “Fabulous 40” “Fabulous 40” “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” “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” “Fabulous 40” • Featured Template: Classroom Management “Fabulous 40” “Fabulous 40” • Featured Application: Absence and Vacation Schedule “Fabulous 40” “Fabulous 40” • Featured Application: Expense Reimbursement “Fabulous 40” Example: CKS & www.sharepointne.com SCK & www.sharepointne.com CKS & www.sharepointne.com • What is the CKS • 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. • http://www.codeplex.com/CKS • 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.sharepointne.com CKS & www.sharepointne.com • The making of www.sharepointne.com • 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. • http://blogs.msdn.com/sharepoint/archive/2007/02/26/community-kit-for- sharepoint-user-group-edition-1-0-now-available.aspx CKS & www.sharepointne.com Advanced Site Definitions Advanced Site Definitions Advanced Site Definitions • Creating a new site definition • 101 via notepad • Deployment Advanced Site Definitions 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 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 http://www.sharepointne.com Q&A http://www.sharepointne.com Give Away http://www.sharepointne.com Thanks for coming! http://www.sharepointne.com