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Posts Tagged ‘Sharepoint’

Custom Templates – Save Site as a Template

Posted by Ramprasad Navaneethakrishnan on May 9, 2009

In my last post, I explained all the out-of-the-box templates availalble in Sharepoint 2007.  In some cases (say a unique business requirement that needs a site template that doen’t fit in any of the one available out-of-the-box),  the templates available out-of-the-box, cannot be utilized right away. We might want to create a template that is customized to a requirement.

MOSS 2007 lets us create a site that is customized to our requirement and allow as to save and use that site as a template. How? Read further..

Now, I want to create a site template that will have the following elements. To make it very simple, I am having  just the following two elements.

  1. Document Library
  2. Picture Library

No available out-of-the-templates suites this requirement. Hence we build our own template

Creating Template Structure

  1. Go to Site Actions –> Create
  2. Select Site and Workspaces
  3. Give a title to the Site, enter the Url in the corresponding box.
  4. In the Select Templates, select Blank Template under the tab Collaboration
  5. Provide the administrator id and click Ok to create the Blank Site
  6. From the newly created Blank Site, go to Site Actions –> Create
  7. Selecte Document Library in the Libraries and Lists section.
  8. Give the name and decscription for the Docuemnt library and click Ok.
  9. Again goto Site Actions –> Create.
  10. Select Picture Libraries in the Libraries and Lists section.
  11. Enter the name and description for the Picture library. Click Ok.

Now we have created the structure for our template. The next step is creating a Template from this structure

Creating Template

  1. Go to Site Actions –> Site Settings
  2. Select Save as a Template from the section ‘ Look and Feel ‘.
  3. savesiteastemplate1
  4. savesiteastemplate2
  5. Enter the name for the template and the template file name. I am giving the name of  ‘TrainingTemplate’ for both template and the filename.
  6. Note the template file is has an extension of .stp.
  7. Give a short description for the template.
  8. Click Ok to create the template.

Once the template is created, it will be available in the Site templte gallery as shown below.

Now lets create a site based on the template we just created.

  1. Go to Site Actions –> Create
  2. Select Sites and Workspaces.
  3. Now you can see a Customtab in the templates section as shown below
  4. Select the Custom tab. This will show the template ‘TrainingTemplate’ we just created.
  5. Select the template, fill other required details like primary site administrator. Click Ok.
  6. Now the created site will have Document libraries and Picture libraries by default as shown below.

Hope this is useful.



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Sharepoint Webparts

Posted by Ramprasad Navaneethakrishnan on May 9, 2009

Web part is what that makes up the web pages in a sharepoint site. A Sharepoint site is nothing but a group of web pages in which each and every web page holds one or more web parts which in itself contains different types of data based on the type of the web part chosen. The following are the out-of-the-box web parts available with MOSS 2007.

  1. Content Editor Web Part
  2. Form Web Part
  3. Image Web Part
  4. List Web Part
  5. Page Viewer Web Part
  6. Site Users Web Part
  7. XML Web Part

Lets see each of these web parts in detail.

  • Content Editor Web Part
    • Content Editor Web Part is used to display data in the form of text, images, table and links. To provide input to this web part, it exposes three properties in its tool pane (A web part’s tool pane can be reached by Site Actions –> Edit Page –>Click Edit in the web part–>Select Modify Shared Web Part ). Those are
      • Source Editor : Data is entered in HTML format. The data can be formatted using HTML tags and it requires author to know the HTML syntax.
      • Rich Text Editor :  Allows to enter information in plain text. It provides tools to insert images, tables and links into the web part.
      • Content Link : This can be used to link this web part to a text file with HTML formatting.
  • Form Web Part
    • Form Web Part needed a separate post and it can be read here.
  • Image Web Part
    • This Web Part is used to add an image to your web part page. The image can be a drawing or a logo or a diagram. The supported image formats are .bmp, .emf, .gif, .jpg, .png
    • The path of the image can be given in the Image Link property in the web parts tool pane
  • Page Viewer Web Part
    • This web part displays the content of any web page that is linked to it. In addition to web pages, it can display the contents of a folder or a file for which the path is provided in the toolpane.
    • There will be three radio buttons in the toolpane for each for Web Page, Folders and Files. The appropriate radio button should be checked and in the Link textbox, the path of the webpage, file or folder should be provided.
  • Site Users Web Part
    • This web part displays the list of users and groups who have access to the Sharepoint site. There are three two filter conditions that can be applied to customize the users / groups being displayed.
      • Number Of Items To Display : Restricts the number of items (users / groups) being displayed in this web part. The value ranges from 1 to 1000.
      • Display Type:
        • Display Users / Groups who have direct permission.
        • Display user’s belonging to this Site’s members group
        • Display users from this group . ( The needed group name can be entered in the text box provided)
  • XML Web Part
    • This web part displays XML formatted data and applied XSL Transformtions prior to the display of the data.
    • XML Editor and XSL editor properties present in the tool pane allows the user to enter the XML data and XSL transformations.
    • XML Link and XSL Link properties present in the tool pane allows the user to link to XML files and XSLT files present anywhere in the connected network.

Hope this is useful.

There is also a post on out-of-the-box site templates in MOSS 2007 here.


Posted in MOSS 2007 | Tagged: , , , , , , , , , | 2 Comments »

Changing Site Themes – Sharepoint

Posted by Ramprasad Navaneethakrishnan on May 9, 2009

On my previous posts, I wrote about Out-of-the-box Site templates and Creating custom templates

This post is on ‘Changing the Site Theme’ in a Sharepoint site.

  1. Goto Site Actions –> Site Settings
  2. Under the Look and Feel sections, select Site themes. The page will be shown like below.





3. On selecting various themes available in the list, a preview of the selected theme is shown on the left side.

4. Select the desired theme and select Ok to apply the theme

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