Portable Website Solution using SharePoint 2010 Online

credit: Arshile Gorky
Suppose you create an awesome website in SharePoint 2010 and want to deploy that solution to a different environment, or as a duplicate site within the same infrastructure. Can it be done? Most certainly, and it is easy to achieve.

With Microsoft SharePoint 2010, it is easy to create great website solutions that include comprehensive data sources, with forms, HTML, JavaSripts, workflows, and more. After website solutions are deployed they can be used right away, or turned into site templates which can be easily and quickly implemented in a similar environment, or to a different hosted SharePoint 2010 online domain.

Creating website template in SharePoint 2010 is powerful and easy.
This article provides an overview about SharePoint website templates, what they are used for, how to create them, and how to deploy them in different environments.

What is a SharePoint website template?
SharePoint website templates are pre-developed and packaged solutions designed to meet a particular business objective. Templates can be deployed as is for use right away, and they can be customized further, after deployment. SharePoint comes with many prebuilt website templates, like Team Site, Document Workspace, Basic Meeting Workspace, Blog site, and Group Work Site as shown in the following image.



In addition to the standard website templates that come with SharePoint 2010, users are enabled to build templates based on websites which are customized and built in SharePoint. This useful capability in SharePoint allows users to create websites and then to share those website templates anywhere other SharePoint installations exist, for example with other users, customers using different servers, and with people using SharePoint online.

When a website is saved as a template, a Web Solution Package file is created which gets stored in the SharePoint Solution Gallery. After the template is created, it can be downloaded for use on other SharePoint servers.

What gets saved in a website template?
SharePoint template files include the complete structure of the website – its libraries, views, lists, workflows, and forms. Additionally, documents, pictures, videos, JavaScripts, and HTML can be saved with the template. This enables a complete solution to be saved and rapidly deployed for immediate use.

Note: SharePoint website template cannot be larger than 50 MB.

Most files in a site are included and supported by the template packaging process. There are a number of files, objects and features which are not supported. The following table provides a list of items included and not included with a website template.

Included   
Excluded 
Lists
Document libraries
External Lists
Data connections
List and data views
Custom forms
Workflows
Content Types
Custom Actions
Navigation
Site pages
Master pages
Modules
Customized permissions
Running workflow instances
List item version history
Workflow tasks associated with running workflows
People/group field values
Taxonomy field values
Publishing pages and publishing sites
My Sites

What can be done with website templates?

Website templates are powerful and provide multiple uses for website content in SharePoint. The following are some of the benefits for saving a website as a template in SharePoint.

Websites can be deployed immediately after saving them to the solutions gallery and activating them for use as template. New sites are created from templates saved to the solutions gallery. The process is easy: simply save the site as a template, and then activate it for use. That’s all it takes.
Website templates are portable and can be re-deployed to most any SharePoint infrastructures with similar features enabled.

Saving a website as a template
Go to the site settings page in SharePoint and save the website as a template. After the template is saved, a solution file is created and automatically stored in the Solution Gallery where it can be download, or activated for use.

Use the template to create a website
Upload the website template file to the target environment in the solution gallery. Activate the website solution and form the Solution Gallery so users will see it as an available template from the “Create site page in SharePoint”. Use the new template to create a new site, which will inherit the components of the site, its structure, workflows, and etc.

Create and deploy a portable website template using SharePoint 2010 


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