How to Create a Site Template from a New Site in SharePoint Designer 2007 and Some SharePoint 2007 Tasks Dealing with Your New Site By Scott Badger and Coleman Crenshaw

Contents Saving your Custom Template to Your SharePoint Site Gallery ............................................................... 7 Saving Your Template to Your Local Machine .......................................................................................... 9 Rename New Site Name ......................................................................................................................... 11 Adding New Site to the Top Link Bar ...................................................................................................... 14 Removing Site from Top Link Bar ........................................................................................................ 17 Adding Site Navigation to New Site’s Top Link Bar ................................................................................. 18 Adding New Site Link to Quick Launch.................................................................................................... 20 Change Items Order in Quick Launch.......................................................................................................... 23

1. Open SharePoint Designer 2007 and then select File > New > Web Site

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2. Since this site will be added to the SharePoint 2007 main site as a sub-site, enter in the Main SharePoint 2007 site URL. 3. On the Web Site tab, Click SharePoint Templates. (Note:Aa list of all of the templates that come with SharePoint 2007 displays.)

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4. Select the SharePoint template that to base the new site after. Feel free to choose any option. For this example we will choose the most basic and customizable option “Team Site”. (Note: Keep in mind that once the site is created, you can modify any of the components on this page to make it your own. You then can store your custom template in the SharePoint site gallery. We will be showing how to do this later on in this document.) 5. Once you have selected a template, enter in a location on where the site will be stored. (Note: Specify the location of the new Web site should display the URL to the Main SharePoint 2007 site. At the end of the URL enter a backslash if necessary and then enter in a name for the new site to be added to the current SharePoint site.) 6. Click OK.

7. The Create New Web Site window displays while the new web site is being . 3|Page

8. The new web site folder structure and files appear in SharePoint Designer.

9. Double-click default.aspx to open the home page. (Note: Since the new web site is based off a SharePoint 2007 template, you do not see an index.htm page. The home page is named default.aspx. If you look at the code behind this page, you will see additional coding that deals with the SharePoint template.)

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10. The web site‟s home page can now be modified.

11. Mouse over the different sections within the page and notice if the placeholder is on the Master default.aspx or if it is a placeholder located on the home page which can be modified. (Note: If the placeholder indicates master, then you need to open the default.master file to make any changes to that placeholder. All of the pages will be based off that default.master, and if the look and feel of it is changed then the changes will be visible throughout the web site.)

12. In the Folder List window, to the left of _catalogs > masterpage (Master Page Gallery), click the + sign

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13. Double-click default.master.

14. Highlight the data in the SiteName placeholder and then enter in the new site name. For this example, AV Online Booking Site was entered.

15. Just like in FrontPage, if you modify a page you‟ll see an * asterick to the left of the file name in the associated tab. 16. Right click that tab and select Save.

17. Click Yes. 18. Click the default tab and make any additional changes. (Note: Make sure to save changes.) 19. Once the site is formatted and styled with the basic elements and structure needed for all the new versions, you are ready to create the template. 6|Page

Saving your Custom Template to Your SharePoint Site Gallery 1. Log into the SharePoint 2007 site (http://mysite.ric.edu) and enter username (make sure to enter in ric/ before the username) and password.

2. Click View All Site Content.

3. Scroll down to view a listing of current sites and workshops. 4. You should see the new site. (Notice that it named your new site as the name of the SharePoint template you select. Since in this example we selected the Team Site template, the site is named Team Site. You will learn how to change the name of the site later on in this document.) 5. Click on the new site‟s name.

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6. Click Site Actions and then select Site Settings.

7. Click Save site as template.

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8. Enter a name for the template file. 9. Enter a name for the template. This will be the name listed on the template picker screen used to select a template to create a new page. 10. Enter, if you wish, a quick description of the template to help users decide if they wish to use this template (or to help yourself remember which template this actually is). (Note: Here you have the choice of including content in your template from the site you are creating the template from. For example, if you add uploaded content to any of the libraries or created tasks or discussions, and you wanted them to be a part of any new page created with this template, check the “Include Content” box. The rest of your page (the text and formatting, headers…) will automatically be included. 11. Click OK.

12. Click OK.

13. Click your name in the top breadcrumbs to move back to your main SharePoint 2007 site.

Saving Your Template to Your Local Machine

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1. Click Site Actions and then select Site Settings.

2. If you wish to store the template locally (in addition to where it is stored in your site within SharePoint), click the Site Templates hyperlink.

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3. Right-click the filename of the template just created. Select Save Target As. 4. Select where you would like to save your template locally, as well as a filename. 5. Congratulations. You now have a SharePoint Webpage Template. You may use this template to create new custom „predesigned‟ Websites in SharePoint Designer 2007 or with your SharePoint site. For a step-by-step of this process see the whitepaper “How to Create a Website from a SharePoint Template”.

Rename New Site Name

1. Click View All Site Content.

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2. Scroll down to view a listing of all of your current sites and workshops. 3. Locate the new site. 4. Click the new site‟s name.

5. Click Site Actions and then select Site Settings.

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6. Under Look and Feel, click Title, description, and icon.

7. Notice that the Title currently is set to Team Site. Enter in a new title. 8. Click OK.

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9. Click on the name of your site. (Note: For this example, the name of the site is AV Online Booking)

10. You’re now viewing your site.

Adding New Site to the Top Link Bar

1. Click your name in the top breadcrumbs to move back to your main SharePoint 2007 site.

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2. Click Site Actions and then select Site Settings.

3. Under Look and Feel, click Top link bar.

4. Click New Link.

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5. Enter in your site’s web address. 6. Enter a description. (Note: This text will display in the top tabs on all of your sub-sites below your Main SharePoint site.)

7. Click your name in either of the two breadcrumbs.

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8. Click on a different site so that you can see the Top link bar. (Note: You will only see sites below the Sites section if you have created new sites either right within SharePoint or from SharePoint Designer. Yes, you do not currently see the new site that created at the beginning of this document. You will learn how to add your new site to the Quick Launch later on in this document.)

9. The Top link bar displays all of your current sub-sites within tabs. Removing Site from Top Link Bar

1. Click Site Actions and then select Site Settings.

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2. Under Look and Feel, click Top link bar.

3. Click on the site you want to remove.

4. Click Delete.

5. Click OK to confirm the deletion.

Adding Site Navigation to New Site’s Top Link Bar

6. Move to your new site (i.e. click on AVOnlineBooking).

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7. Click Site Action and then select Site Settings.

8. Under Look and Feel, click Top link bar.

9. Click Use Links from Parent.

10. Click OK.

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Adding New Site Link to Quick Launch

1. Click your name in either of the two breadcrumbs.

2. Click Site Action and then select Site Settings.

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3. Under Look and Feel, select Quick Launch.

4. Click New Link.

5. Enter in your new site’s web address. 6. Enter a description. (Note: This text will be displayed in the Quick Launch area.) 7. Under Heading confirm that Sites is selected. (Note: This determines which header (Quick Launch section) your site will be placed under.) 8. Click OK.

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9. Click your name in either of the two breadcrumbs.

10. Your new site is displayed below the Sites section within the Quick Launch.

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Change Items Order in Quick Launch

1. Select Site Actions and then select Site Settings.

2. Under Look and Feel section, select Quick Launch.

3. Click Change Order.

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4. Change the order of your different sections such as assigning AVOnlineBooking as the 3rd one. 5. Click OK.

6. AVOnlineBooking order, in this example, has been changed. 7. Click your name in either of the two breadcrumbs.

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8. Notice that the new site’s position below the Site section has changed

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