Creating & Using Site Templates - SharePoint Mind Melt



-990602004060Creating & Using Site TemplatesO365 & On PremisePrepared for: SharePoint Admins DATE \@ "dddd, MMMM d, yyyy" Sunday, August 14, 2016Prepared by: Stacy L. Deere-Strole00Creating & Using Site TemplatesO365 & On PremisePrepared for: SharePoint Admins DATE \@ "dddd, MMMM d, yyyy" Sunday, August 14, 2016Prepared by: Stacy L. Deere-Strole304800787717500 TOC \o "1-3" \h \z \u Save Site as A Template (O365) PAGEREF _Toc458883683 \h 3Save Site as A Template (On Prem) PAGEREF _Toc458883684 \h 5Create Site Using a Site Template (O365) PAGEREF _Toc458883685 \h 6Create Site Using a Site Template (On Prem) PAGEREF _Toc458883686 \h 12Save Site as A Template (O365)Open the site that has been created to be the template of future sites.Select the COG in the upper right side of the site and choose Site Settings.5476882105030054768965341600Under Site Actions section of the page locate and select Save Site as Template.2642870220345000Enter in the following information:File Name: (No Space and this is the name of your WSP)Template Name: (No Spaces)Template Description: (Not required but highly recommended)If content has been added to the site that is needed in the template, check the box “Include Content”Review information enteredSelect OKThe following screen will appear while the template is being created.Once the template has been created the following screen will appear.Select OKGo to Site Settings of the current site.Locate the Web Designer Galleries section and select Solutions.15539511189743002098362117388700Select the template name (hyperlinked).158446161353100You will be prompted to save the .wsp file.4883686282051200Copy the templatename.wsp to a designated area for templates.TFS is an exampleSave Site as A Template (On Prem)Open the site that has been created to be the template of future sites.Select the COG in the upper right side of the site and choose Site Settings.Under Site Actions section of the page locate and select Save Site as Template.Enter in the following information:File Name: (No Space and this is the name of your WSP)Template Name: (No Spaces)Template Description: (Not required but highly recommended)If content has been added to the site that is needed in the template, check the box “Include Content”Review information enteredSelect OKIn the top right hand corner the following words will appear. Once the template has been created the following screen will appear.Select OKGo to Site Settings of the current site.Locate the Web Designer Galleries section and select Solutions.Select the template name (hyperlinked).175427472722900You will be prompted to save the .wsp file.right293712800Copy the templatename.wsp to a designated area for templates.TFS is an exampleCreate Site Using a Site Template (O365)Go to O365 SharePoint Administration ConsoleAt the top under Site Collections, select New and then Private Site Collection166970862644400Fill in the new site information.Title: Enter in site nameWeb Site Address: Enter in URL name no spacesTemplate Selection: Go to custom tab and choose “Select Template Later”Time Zone: Select appropriate Time ZoneAdministrator: Enter in site Administrator NameServer Resource Quota: Adjust resource quota or accept defaultSelect OK to create the new siteOnce the site has been created (can take up to 15 minutes); open the site.The screen below will appear as a template needs to be chosen to complete the site configuration.3271755157445800Select Solution Gallery hyperlinkYou will be taken to the Solution Gallery page as shown below.2008502802800Select the Solutions tab in the top ribbon and select Upload Solution Browse to the location where you previously saved the template.wsp file.Select the file, choose Open and then select OK.Once the template is uploaded the following screen will appear.205607947041400Select Activate and the screen will refresh and the solution will now appear in the solutions gallery as seen below.Select the Browse tab in the top ribbon and then select the SharePoint icon.You will be taken back to the page where the template needs to be selected that the site will utilize.Under Template Selection select the Custom tab. You should see the template you created listed.Select the template and then OK. While the site is being updated the following message will be displayed. Once complete the site you will be prompted to setup security for the new site.By default, the groups do not display. However, if you select Use an existing group you will see the standard new site groups for Owners, Members and Visitors.Once groups have been selected choose OK and your new site will display!!Create Site Using a Site Template (On Prem)Go to Central Admin Select Create Site collectionsFill in the new site information as normal except for the template where you will choose the Custom tab and select the Select Template Later option.Select OK to createOnce the site has been created, open the site.The screen below will appear as a template needs to be chosen to complete the site configuration.3250510152220900Select Solution GalleryYou will be taken to the solution gallery pages as shown below.Select Upload Solution from the top ribbon.Browse to the location where you previously saved the template.wsp file.Select the file, Choose Open and then select OK Once the template is uploaded the following screen will appear.182351523658000Select Activate and the screen will refresh and the solution will now appear in the solutions gallery as seen below.Select the Browse tab in the top ribbon and then select the SharePoint icon.You will be taken back to the page where the template needs to be selected that the site will utilize.Under Template Selection select the Custom tab. You should see the template listed.Select template and then OK. While the site is being updated the following message will be displayed. Once complete the site you will be prompted to setup security for the new site.By default, the groups do not display. However, if you select Use an existing group you will see the standard new site groups for Owners, Members and Visitors.Once groups have been selected choose OK and your new site will display. ................
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