SharePoint 2010 : SharePoint Fundamentals (part 2) - Site Templates

10/9/2012 9:10:36 PM

Site Templates

Because a site is simply a Web Part page with some administration and some lists to back it up, how do you get a different look and behavior for each site in SharePoint? Templates. Templates are collection of lists, Web Part pages, and Web Parts that are packaged together to define a starting point for your site. Because everything is a SharePoint Foundation 2010 site in SharePoint, the template defines the look and behavior of the page(s). Table 1 lists the out-of-the-box templates in SharePoint Server 2010. In addition to the out-of-the-box templates, you can make an unlimited number of custom templates available to users. Templates are your building blocks, allowing you to quickly create complex solutions that include custom branding and functionality.

Table 1. The Out-of-the-Box Templates in SharePoint Foundation 2010 and Microsoft SharePoint Server 2010
CategoryNameBest Suited For ...SharePoint Server Only?
CollaborationTeam SiteTeam collaboration 
CollaborationBlank SiteCustom collaboration applications 
CollaborationDocument WorkspaceActively working on documents 
CollaborationWiki SiteAdding, editing, and linking Web pages 
CollaborationBlogPosting information in chorological order; others can comment 
CollaborationInternet Presence Web SiteAn Internet-facing corporate Web site with several various pages like publishing and search (Site Collection level)Y
CollaborationMy Site HostA site used for hosting My Sites (Site Collection level)Y
CollaborationRecords RepositoryStoring documents that should not be modified after being addedY
CollaborationNews Home templateCreating and managing new articlesY
CollaborationPublishing and Team Collaboration SitePublishing Web content along with team collaborationY
CollaborationPublishing SitePublishing Web content (like an intranet or Internet site)Y
MeetingsBasic Meeting WorkspaceTracking meeting data 
MeetingsBlank Meeting WorkspaceTracking meetings 
MeetingsDecision MeetingTracking meetings that lead to a decision 
MeetingsSocial Meeting WorkspacePlanning social events 
MeetingsMultipage Meeting WorkspaceTracking meeting data 
EnterpriseDocument CenterCentrally managing documents (active, broadly published items)Y
EnterpriseRecords CenterCentrally managing records (corporate ‘sealed’ items)Y
EnterprisePersonalization SiteHosting a My Site page for a userY
EnterpriseReport CenterManaging reports and BI informationY
EnterpriseSearch CenterHosting a central search pageY
PublishingPublishing SiteA blank site for quickly publishing HTML Web pagesY
PublishingPublishing Site with WorkflowA site for publishing Web pages on a schedule by using approval workflowsY
PublishingCorporate Intranet SiteCreating an intranet site with News, Sites Directory, and Search (Site Collection level)Y

If you’ve made customizations to a site, you can save those customizations as a site template. This enables you to create new sites in the future based on your customization. To save a site template, simply click Site Actions → Site Settings and then select Save Site as Template (see Figure 8). You are then prompted for a name for the file, a title, description, and whether you want to save the content (the items or documents in the lists). Figure 9 shows the Save as Template page. Saving the content is useful for when you want a new site to contain some “starter” content, such as a deliverable document, some scheduled tasks, or workflows. Note that content cannot exceed 10MB and permissions are not saved with the template.

Figure 8. Choosing “Save site as template” enables you to save the site (the lists, libraries, and Web Part pages) as a reusable template that can be used for the creation of future sites

Figure 9. When saving a site template, specify whether you want to include content. Including content is useful for priming your new site with starter content.

Site templates are stored in the User Solutions Gallery, which is at http://<site URL>/_catalogs/solutions (see Figure 10). To use a site template, simply create a new site; your custom template appears in the custom section.

Figure 10. The User Solutions Gallery enables you to track user solutions, which include site templates and sandbox solutions

Sandbox solutions, a new feature in SharePoint 2010, are also stored and tracked in the User Solutions Gallery.

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