Tag Archives: Tips and Tricks

How to Save a Site as a Template in SharePoint 2010


Common request I get is how to save a SharePoint Site as a template to be reused by other teams. 

Here is the OOB method to do this:

How does this works?

1. Under “Site Actions”, select “Site Settings”.


Pulldown list of Site Actions with "Site Settings" highlighted

2. Under “Site Actions”, you should see “Save Site as Template”. But sometimes it may not be there. You may see something like the below instead.

 

Site Actions list, does not show "Save Site as Template"

3. If you don’t have “Save Site as Template” as an option, it could be because you don’t have sufficient permissions (in which case you need to talk to your site administrator). But what if you are the administrator, and you still don’t see “Save Site as Template”? In this case, the problem may be that you need to turn off the site’s publishing features. (Note: if you are working with a sub site, the parent site will not be affected by this.)

3A. Go to Site Actions -> Site Settings -> Manage site features (under “Site Actions”)

3B. Click “Deactivate” for “SharePoint Server Publishing”

SharePoint Server Publishing option, with activate/deactivate buttons

3C. Go back to Site Actions -> Site Settings. You should now see “Save site as template” as an option

Site Actions options, showing "Save site as template" as option

4. Select “Save site as template”, and provide the required information. Decide whether you want to copy the site’s content with the template (see above). Click “OK”.

"Save site as template" command options

5. You will get a link to your “solution gallery”, which has your template.

"Operation Completed Successfully" pop-up with link to solution gallery

6. If you need to find it later, the template is at <your root site URL>/_catalogs/solutions .  Note that as with SharePoint 2007, the site template is stored at the root level (even if the site you are saving is a sub site). This means that you need to have permissions to the root site in order to complete this process.

7. If you want to clone the site to another location, first save it out, for instance to your desktop. Do this by

7A. Clicking on the name

Template file listings with a file name highlighted

7B. Clicking “Save” and selecting a location. For SharePoint 2010, it should save as a “.wsp”   file. (“Resource Usage” of “0.00” does not mean that it is an empty file: you’re fine.)

8. If you now want to make the cloned site a sub site of another SharePoint 2010 installation, you first need to load it into the “Solution Gallery” in the target site.

8A. In the root site for the target installation, go to the “Solution Gallery”

8B. From the ribbon, select “Solutions” then “Upload Solution”

Shows ribbon path for Solutions then Upload Solution

8C. Browse to the file. If you don’t see an “OK” button on the file browse window, click the “maximize” button in the upper right next to the “x”.

Upload browse window

8D. Click OK

Completion of template upload

9. Check that the template now appears in the target installation’s Solution Gallery.

10. You can now create a new sub site using the template from Site Actions -> New Site

Site Actions pulldown menu with New Site selected

Conclusion

Saving a SharePoint 2010 site as a template allows you to clone it somewhere else. You can do this either without content (to create a brand new site with the same design) or with content (as one way of doing a site migration or backup).

InfoPath Forms Tips and Tricks Part 1–Form Information and Form Properties


So in my organization I am considered the InfoPath guy, reason….well I think everyone love to torcher me with complex and sometime crazy form ideas that clients come up with.

EXAMPLES:

Scott, can we do 3 data connections sending data to the form in 3 different sections.  Then have rules and conditions on the form that allow those areas to be visible based on form selections…..YEP

Scott, can we have all the user information that is filling out the form, auto-populate with there Active Directory information…YES

Scott, can we create Grids on the form, that allow folks to update this and then submit them into SharePoint lists….NO, I actually do say NO sometimes…LOL

So I have decided to start tackling some questions that I get via email, or via comments.  This will be a series of posts over the next few months covering some fun topics:

Design, Publishing options,Data Connections, Field Options, InfoPath Views, Page Layout options, Format and Presentation, and Developer. 

So I figured the best way to do this is simply starting from a base InfoPath form, and work my way from left to right on the Ribbon Tabs.  Today I am going to actually start with FILE…yes FILE this is a Tab on the Ribbon, and has a ton of functions I am betting most you you miss.

Form Information and Form Properties

So I actually know folks who never, I mean never go to this option.  Major mistake.  There is a few great tricks here.

image

Quick Publishimage

So with Quick Publish this gives the ability to do a quick re-publish to an existing form that you have already created.  This is a great time saver once you have formally Published your form.  Keep in mind this really only works once you have completed the process using the image Publish option.

Submit Optionsimage

You can do this step at any time during the form creation process.  Nice part about this option is once you have published a form it is a great way to quickly come back in and make a change to the Submit options. Click on the Advanced Button to see more options.

The Submission process is really the culmination of a great form.  If you build a beautiful form, and your submission and notifications stick…then is that not like dressing up a pig.  Seriously.

Focus on two areas:

  • Submit Options: You have 4 general ways to submit your form. Single Destination, Data Connection, Custom Rules, or Code.
  • Notification, post submission:  This is all focused on what POPs up and what the form does post Submit action.  Make sure you use a unified language here, and is fitting your business purpose.  Important note, this is not multi-lingual, so consider that.

TIP: Performing the submission via code will drastically effect your Publishing process.  As you will now be required to publish via Administration, not just simple Content Type or Library.  So make sure to contact your Site Collection Administrator before you design or try to implement.

image

 

Design Checkerimage

So you have created a great form, now what.  Well before you publish it for everyone to see and use check your work.  This option gives you an automated method to validate your settings, options, fields, rules, etc…image

When you select this option you will get a new Side Bar that will run a scan of your form.  If you have no issues you will see the bar to the right here…

Now it is important to address any error you get, as these can only compound over time, or may have significant issues with your data integrity. 

Verify on Server…. you will see this option imageto the bottom of the form.  By checking this option you are asking the Design Checker to communicate with your SharePoint server and verify the form.  If you are doing this offline, or do not have the infrastructure of the form in place.  You will see this notice.

You also have the option to Change Settings….this is will give the chance to correct or input your Server Validation information.

image

TIP: Make sure you’re server url end with _vti_bin/FormsServices.asmx

so if you were http://bing.com it would look like http://bing.com/_vti_bin/FormsServices.asmx

 

Advanced Form Optionsimage

The Advanced Form Options will give you the ability to change deep configurations and features behind the scenes.  This includes key changes such as Offline ability, Security and Trusts, Compatibility, and Filler Features.

image

TIP: A common option overlooked here is the ability to suppress the InfoPath Ribbon from users.  I am a fan of this to limit the ability of my users Save, Print, or do other actions.  This also limits the Command on the Ribbon if you want.

Form Template Propertiesimage

The last of the Information options is the Form Template Properties.  This is overlooked a lot.  I am a fan of seeing this as just finishing the book.  Make sure you update your Form Name, and provide a Description.  You will see when you imageupdate the name, the ID also adapts. 

Category:  this gives you the ability to categorize your forms, such as HR Forms, Sales Forms, etc.

Conclusion

So I wanted to wrap this post up by saying keep in mind that in many cases the business gets wrapped up in the Look and Feel, or the function of the form.  You have many other options and considerations to ensure you tackle.