Overview

The following instructions are for replacing the current default WSS Site Template with a newly created template.

As with any set of instructions that involves editing system file names or running commands, it is strongly recommended that this first be practiced in a test or development environment and that the current system be backed up.

Personally, I feel that you should never modify the original default site definition template. If any problems occur during the modification process, you will not be able to refer back to the default to recover the configuration. In addition, installation of a Service Pack or upgrade will overwrite your customization, resulting in your changes being lost. It’s a good idea, therefore, to copy the default template and modify the copy.

Note: There is no recycle bin or undo in WSS. If you delete something, it is gone.

Creating A New WSS Definition

To customize your WSS template, you must perform a series of three high-level steps, which are:

· Create a new site to work on your custom template

· Export your newly modified template

· Import the template for use with Project Server

Create A New Site

In the first series of steps, you create a new template and customize the new template, starting with Site Actions.

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Step
Action

1 Browse to Project Web Access, and click on Site Actions -> Create.

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2 Within the Create View, select Sites and Workspaces.

3 Within the New SharePoint Site Page, give your new site a Title such as Template, supply the URL Address.

4 In the Template Selection area, you must choose the Microsoft Office Project Workspace, then click OK.

A window now appears containing the template site that you just created. At this point, customize this site to your needs by adding extra fields to lists such as Issues and Risks, or by applying new themes to the site.

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Warning: Changing some field values, such as "status" in Risks, can cause malfunctions in program logic.

Export The New Template

In this series of steps, we will export the new template, in preparation for making it the new site template.

Step
Action

1 In the home page of your template site, click "Site Actions", then "Site Settings".

2 Within the Look and Feel section, Click "Save site as a template."

3 Give the file a name, such as "template", and supply a Template Name, again such as "Template".
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4 You may click the Include Content area if you would like to save content within the site template.  Note:  Site security cannot be saved within your template.

5 Click OK to save your template. You will see a confirmation message.
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6 On the next page, in the "Site Collection Administration" section, click on Go to top level site settings.

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7 On that page, in the Galleries section, click on Site Templates.

8 On the Site Template Gallery Page, click on the template you named.

9 In the dialog that asks you to save the template file to your local machine, save this file in a location such as c:\temp.

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Import The New Template To The Server

Working directly on the server, copy the file that you created to a location on the server itself. Make that location something easy to type, like c:\temp. Then follow these steps:

Step
Action

1 Open a command prompt on the server and type the following command, omitting the quotation marks “cd C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\BIN and enter.

2 Then type in the following command “stsadm.exe –o addtemplate -filename –title. For example: stsadm.exe –o addtemplate –filename c:\temp\newtemplate.stp –title New. Note that the title cannot have any spaces in it.

3 If this action is successful, then you will be notified that IIS must be restarted. At the same prompt, type iisreset /noforce

4 In PWA, go to Server Settings, Operational Polices, Project Workspace Provisioning Settings

5 You will now be able to see and select your new template.

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