This document provides instructions for customizing the site definition in Microsoft Windows SharePoint Services. It contains 4 exercises that teach how to: 1. Create a new site definition by copying and modifying an existing definition file. 2. Modify the menu bar (top navigation) for sites created with the new definition. 3. Add a custom client-side script to the new site definition to add a new command to document item menus. 4. Create an ASPX page that the custom script will call to check out and download documents in one step.

1. Creating a Custom Site
Definition for Microsoft
Windows SharePoint
Services

2. Table of Contents
Creating a Custom Site Definition for Microsoft Windows SharePoint Services ..... 1
Exercise 1 Creating a Windows SharePoint Services Site Definition .................................................................2
Exercise 2 Modifying the Menu Bar for a SharePoint Site....................................................................................5
Exercise 3 Adding Custom Client-side Script Commands....................................................................................6
Exercise 4 Create a New Site Based on the Custom Definition ..........................................................................9

3. Creating a Custom Site Definition for Microsoft Windows SharePoint Services
Creating a Custom Site Definition for
Microsoft Windows SharePoint Services
After competing this lab, you will be able to:
Objectives Create a Windows SharePoint Services site definition
Modify the site's menu bar
Add custom commands to the user interface
Create a new site based on the custom site definition
The purpose of this lab is to learn how to create a new Windows SharePoint
Scenario Services site definition, and how to customize specific appearances and
behaviors for sites created using this new site definition.
Estimated Time to 60 Minutes
Complete This Lab
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4. Creating a Custom Site Definition for Microsoft Windows SharePoint Services
Exercise 1
Creating a Windows SharePoint Services Site Definition
Scenario
In this exercise, you will learn how to create a new global site definition. The easiest, most reliable way to
do so is to copy an existing site definition and edit it.
Tasks Detailed Steps
1. Connect to the a. Click inside the virtual machine window.
virtual machine b. Press Right-ALT + DEL.
c. Logon as Administrator to the CONTOSO domain with the password
pass@word1.
2. Copy the default a. Double click the Jeff Teper.RDP remote desktop connection on the desktop.
definition b. Enter the password pass@word1 if promoted. The Warm Up Demo script will
run. This will take a few minutes. Please wait for it to finish and close.
c. Minimize Internet Explorer. If the Contoso SharePoint page does not load up,
click the Home icon, then minimize.
d. On the desktop, double click My Computer and navigate to C:Program
FilesCommon FilesMicrosoft Sharedweb server
extensions60TEMPLATE1033.
e. Right-click the STS directory and click Copy.
f. Click Edit | Paste.
g. Right click on the Copy of STS directory and click Rename. Type FOO to
rename the directory and click in the white space in the folder.
3. Copy the definition a. Double-click the XML directory to open it.
instruction file b. Right click on the WEBTEMP.XML file and click Copy.
c. Click Edit | Paste.
d. Right click on the Copy of WEBTEMP.XML file and select Rename. Type
WEBTEMPFOO.XML to rename the file.
4. Edit the definition a. Right-click the WEBTEMPFOO.XML file and choose Edit with Visual Studio
file .NET 2003.
The WEBTEMP.XML file b. Highlight the following text (the MPS template section) and press DELETE:
contains references to all of the
standard site definitions included <Template Name=quot;MPSquot; ID=quot;2quot; >
with Windows SharePoint <Configuration ID=quot;0quot; Title=quot;Basic Meeting Workspacequot;
Services. We only need to keep Hidden=quot;FALSEquot; ImageUrl=quot;/_layouts/images/mwsprev.pngquot;
one of the entries in Description=quot;All the basics to plan, organize and track
WEBTEMPFOO.XML, so the your meeting. This Meeting Workspace contains the
rest of the entries need to be following lists: Objectives, Attendees, Agenda, and
removed.
Document Library.quot;> </Configuration>
<Configuration ID=quot;1quot; Title=quot;Blank Meeting Workspacequot;
Hidden=quot;FALSEquot; ImageUrl=quot;/_layouts/images/mwsprev.pngquot;
Description=quot;A blank Meeting Workspace for you to
customize based on your requirements.quot;> </Configuration>
<Configuration ID=quot;2quot; Title=quot;Decision Meeting
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5. Creating a Custom Site Definition for Microsoft Windows SharePoint Services
Tasks Detailed Steps
Workspacequot; Hidden=quot;FALSEquot;
ImageUrl=quot;/_layouts/images/mwsprev.pngquot; Description=quot;A
Meeting Workspace in which to review relevant documents
and record decisions. This Meeting Workspace contains the
following lists: Objectives, Attendees, Agenda, Document
Library, Tasks, and Decisions.quot;> </Configuration>
<Configuration ID=quot;3quot; Title=quot;Social Meeting Workspacequot;
Hidden=quot;FALSEquot; ImageUrl=quot;/_layouts/images/mwsprev.pngquot;
Description=quot;A planning tool for social occasions,
featuring a discussion board and a picture library to post
pictures of the event. This Meeting Workspace contains the
following lists and Web Parts: Attendees, Directions,
Image/Logo, Things To Bring, Discussions, and Picture
Library.quot;> </Configuration>
<Configuration ID=quot;4quot; Title=quot;Multipage Meeting
Workspacequot; Hidden=quot;FALSEquot;
ImageUrl=quot;/_layouts/images/mwsprev.pngquot; Description=quot;All
the basics to plan, organize and track your meeting with
multiple pages. This Meeting Workspace contains the
following lists: Objectives, Attendees and Agenda in
addition to two blank pages for you to customize based on
your requirements.quot;> </Configuration>
</Template>
c. Highlight the line that begins with the following text and press DELETE:
<Configuration ID=quot;1quot; Title=quot;Blank Sitequot;
d. Highlight the line that begins with the following text and press DELETE:
<Configuration ID=quot;2quot; Title=quot;Document Workspacequot;
e. Find the following line of text, highlight the name STS and press DELETE:
<Template Name=quot;STSquot; ID=quot;1quot;>
f. In its place, type FOO (the same name as you gave the directory you created
above).
g. In the same line of text, highlight the numeral 1 and press DELETE:
h. In its place, type the number 97.
i. Find the configuration line that begins with the following text:
<Configuration ID=quot;0quot; Title=quot;Team Sitequot;
j. Highlight the word Team Site and press DELETE. In its place, type FOO Site
k. The file should now look like this:
<?xml version=quot;1.0quot; encoding=quot;utf-8quot; ?>
<!-- _lcid=quot;1033quot; _version=quot;11.0.5510quot; _dal=quot;1quot; -->
<!-- _LocalBinding -->
<Templates xmlns:ows=quot;Microsoft SharePointquot;>
<Template Name=quot;FOOquot; ID=quot;97quot;>
<Configuration ID=quot;0quot; Title=quot;Team Sitequot; Hidden=quot;FALSEquot;
ImageUrl=quot;/_layouts/images/stsprev.pngquot; Description=quot;This
template creates a site for teams to create, organize, and
share information quickly and easily. It includes a
Document Library, and basic lists such as Announcements,
Events, Contacts, and Quick Links.quot;> </Configuration>
</Template>
</Templates>
l. Click File | Save All.
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6. Creating a Custom Site Definition for Microsoft Windows SharePoint Services
Tasks Detailed Steps
m. Click File | Exit.
5. Restart IIS a. Click Start | Run.
b. In the Run dialog, type IISRESET /timeout:120 and press ENTER. Wait for the
popup window to close.
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7. Creating a Custom Site Definition for Microsoft Windows SharePoint Services
Exercise 2
Modifying the Menu Bar for a SharePoint Site
Scenario
In this exercise, you will learn how to modify the menu bar (the HTML menu that appears at the top of all pages) for
sites created from a your new custom site definition.
Tasks Detailed Steps
6. Open the site a. In Windows file explorer, navigate to C:Program FilesCommon
definition file FilesMicrosoft Sharedweb server
extensions60TEMPLATE1033FOOXML.
b. Right-click the file ONET.XML and click Edit with Visual Studio .NET 2003.
7. Add a link to My a. Locate the NavBars section in the ONET.XML file. It begins with the following
Site text:
<NavBars>
b. Locate the NavBar named SharePoint Top Navbar. It is the line that begins with
the following text:
<NavBar Name=quot;SharePoint Top Navbarquot;
c. On a new blank line beneath the line you just located, create a new node in the
SharePoint Top Navbar by typing the following text:
<NavBarLink Name=quot;My Sitequot; Url=quot;/MySitequot;> </NavBarLink>
d. Click File | Save All.
8. Restart IIS a. Click Start | Run.
b. In the Run dialog, type IISRESET /timeout:120 and press ENTER. Wait for the
popup window to close.
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8. Creating a Custom Site Definition for Microsoft Windows SharePoint Services
Exercise 3
Adding Custom Client-side Script Commands
Scenario
In this exercise, you will learn how to configure custom client side scripts for the item menu. This setting is applied
at site creation time, so you will not modify the behavior of existing sites.
Tasks Detailed Steps
9. Add the a. In Visual Studio, find the Project element that begins with the following text:
CustomJSUrl <Project Title=quot;Team Web Sitequot;
parameter to new b. Place the cursor at the end of the element, immediately before the final > and press
sites SPACEBAR.
c. Type the following text in a single line to add an attribute to the node:
CustomJSUrl=quot;/_layouts/[%=System.Threading.Thread.CurrentT
hread.CurrentUICulture.LCID%]/new_ows.jsquot;
d. When you are done, the full line should look something like this:
<Project Title=quot;Team Web Sitequot; ListDir=quot;Listsquot;
xmlns:ows=quot;Microsoft SharePointquot; CustomJSUrl=quot;/_layouts/
[%=System.Threading.Thread.CurrentThread.CurrentUICulture.
LCID%]/new_ows.jsquot;>
e. Click File | Save All.
f. Click File | Exit.
10. Restart IIS a. Click Start | Run.
b. In the Run dialog, type IISRESET /timeout:120 and press ENTER. Wait for the
popup window to close.
11. Create the a. Return to the file explorer and navigate to C:Program FilesCommon
new_ows.js file FilesMicrosoft Sharedweb server
The command list for a extensions60TEMPLATELAYOUTS1033.
document in a document library b. Click File | New | Text Document.
is populated with custom JScript
commands. You just instructed c. Type new_ows.js and press ENTER. Click Yes when prompted.
the site definition to have all sites d. Right-click on the newly-created new_ows.js file and click Edit with Visual
created based on it reference an Studio .NET 2003.
additional JScript file named
new_ows.js. e. Add the following JScript code to the file:
This file need s to be created, function AddCheckinCheckoutMenuItem(m, ctx, url)
and it must contain functions to {
manipulate the command list and if (currentItemCheckedOutUserId == null)
to react to the user choosing the
{
new custom command.
currentItemCheckedOutUserId = itemTable.COUId;
The command we will add will
}
pass the filename to a new
ASP.NET page that checks out a if (currentItemCheckedOutUserId != quot;quot;)
file and immediately issues a {
HTTP GET that downloads it to strDisplayText = L_Checkin_Text;
the user's local PC. strAction = quot;NavigateToCheckinAspx('quot; + ctx.HttpRoot
+ quot;', 'FileName=quot; + url + quot;')quot;;
strImagePath = ctx.imagesPath + quot;checkin.gifquot;;
CAMOpt(m, strDisplayText, strAction, strImagePath);
}
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9. Creating a Custom Site Definition for Microsoft Windows SharePoint Services
Tasks Detailed Steps
else
{
strDisplayText = L_Checkout_Text;
strAction = quot;NavigateToCheckinAspx('quot; + ctx.HttpRoot
+ quot;', 'FileName=quot; + url + quot;&Checkout=true')quot;;
strImagePath = ctx.imagesPath + quot;checkout.gifquot;;
CAMOpt(m, strDisplayText, strAction, strImagePath);
if (ctx.listTemplate == 101)
{
strAction = quot;CheckOutAndDownload('quot; +
ctx.HttpRoot + quot;', 'FileName=quot; + url + quot;&Checkout=true')quot;;
CAMOpt(m, quot;Check Out & Downloadquot;, strAction,
strImagePath);
CAMSep(m);
}
}
}
function CheckOutAndDownload(strHttpRoot, strArgs)
{
window.onfocus = RefreshOnNextFocus;
SubmitFormPost(strHttpRoot + quot;/_layouts/quot; +
L_Language_Text + quot;/CheckOutAndDownload.aspx?quot; + strArgs +
quot;&Source=quot; + GetSource());
}
f. Click File | Save All.
g. Click File | Exit.
12. Create the ASPX a. In Windows file explorer, navigate to C:Program FilesCommon
page used by the FilesMicrosoft Sharedweb server
custom Check Out extensions60TEMPLATELAYOUTS1033.
and Download b. Click File | New | Text Document.
function
c. Type CheckOutAndDownload.aspx and press ENTER. Click Yes when
The custom JScript function prompted.
CheckOutAndDownload will
send the user's browser to an d. Double-click on the CheckOutAndDownload.aspx file to open it for editing in
ASP.NET page named Visual Studio .NET.
CheckOutAndDownload.aspx. It
e. Add the following code to the file:
will pass the document's URL as
a parameter so the page can do <%@ Page language=quot;C#quot; EnableViewStateMac=quot;falsequot; %>
two things that normally involve <%@ Register Tagprefix=quot;SharePointquot;
separate steps in Windows Namespace=quot;Microsoft.SharePoint.WebControlsquot;
SharePoint Services, checking Assembly=quot;Microsoft.SharePoint, Version=11.0.0.0,
out the file and downloading it to
one's local computer. Culture=neutral, PublicKeyToken=71e9bce111e9429cquot; %>
<%@ Import Namespace=quot;Microsoft.SharePointquot; %>
The ASP.NET file's code will, if
the document is available for
checkout, check out the file <script runat=quot;serverquot;>
using the Windows SharePoint void Page_Load()
Services object model, and then {
send it down to the user via the SPWeb web = SPControl.GetContextWeb(Context);
ASP.NET Response object. To string strPath = Request.QueryString[quot;FileNamequot;];
ensure that the document is
saved locally rather than simple SPFile file=web.GetFile(strPath);
being opened, the download will
be marked as a simple octet if ((file.Exists) && (file.CheckOutStatus ==
stream rather than as a specific Microsoft.SharePoint.SPFile.SPCheckOutStatus.None))
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10. Creating a Custom Site Definition for Microsoft Windows SharePoint Services
Tasks Detailed Steps
document format for which an {
application may be registered. Response.Clear();
file.CheckOut();
Response.AddHeader(quot;Content-Dispositionquot;,
quot;attachment; filename=quot; + file.Name);
Response.AddHeader (quot;Content-Lengthquot;,
file.Length.ToString());
Response.ContentType = quot;application/octet-streamquot;;
Response.BinaryWrite(file.OpenBinary());
}
else
{
Response.Write(quot;The file does not existquot; + quot; or is
already checked out.quot;);
}
}
</script>
f. Click File | Save All.
g. Click File | Exit.
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11. Creating a Custom Site Definition for Microsoft Windows SharePoint Services
Exercise 4
Create a New Site Based on the Custom Definition
Scenario
In this exercise, you will create a new site with your changes.
Tasks Detailed Steps
1. Create a new site a. Maximize Internet Explorer.
b. In the top navigation bar, click Sites.
c. In the left navigation bar, under Actions, click Create Site.
d. In the Title field, type New FOO Site.
e. In the URL name field, type FOO.
f. Click Create.
g. Click OK.
h. Select the FOO Site template you just created and click OK.
i. Explore the site. Notice the My Site link in the top navigation bar.
2. Test the menu a. Return to the home page of the site you just created.
b. In the left navigation bar, click Shared Documents.
c. In the toolbar, click Upload Document.
d. Click Browse.
e. Navigate to C:Sales Fileshare, select Annual Report.doc and click Open.
f. Click Save and Close.
g. Once the document has been uploaded, let your mouse pointer hover over the
uploaded document on the Shared Documents page. When the command list menu
appears, click on the down arrow to display the list of possible commands.
h. Select the Check Out command.
i. Select the Edit in Microsoft Office Word command. The document will open in
a new instance of Word.
j. Click Ok to open the document.
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