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Maintaining a Custom Project Server 2007 Workspace Template

August 4, 2010 3 comments
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Introduction

In Project Server 2007 you may customise the SharePoint site which it provisions by default when creating a workspace associated with a project. This tutorial guides you through the steps required to achieve this.

Maintenance

Tip: For maintaining your custom Project Workspace going forwards, I recommend using your major/minor version numbers as part of the template (STP) filename and name.  Although version history can be switched on in the Site Template Gallery, Project Server requires that the STP is promoted to global (farm) status.  When you, or an administrator later comes to review which templates are currently global, the list does not include any version or date created information, making it difficult to establish if your latest changes indeed made it to global status.

Important!

Due to the way Project Server synchronises some data in the SharePoint Workspace with the Project Data held in the database, there are some lists which cannot have any fields removed, although it is OK to add new fields. The lists are as follows:

– Issues

– Risks

– Deliverables

Please minimise the customisations made to these lists.

Solution Tutorial

– Make all required customisations to your Project Server Workspace template. Remember to remove any list items which you have tested but do not want to include with the template.

– When complete, select Site Actions > Site Settings and select ‘Save site as template’ from the Site Settings page.

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– On the ‘Save Site as Template’ page, supply the following data:

o A filename in the format: company_pwa_template_vX_X where X_X is the next available version number which is suitable based on the author’s discretion as to whether the changes are major or minor

o A template name in the format CompanyPWATemplatevX_X where X_X matches the filename above.

o Ensure the ‘Include Content’ check box is ticked. This will ensure the Project Overview document is included.

– Click OK

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– After a short while, the template will be stored in the Site Templates gallery, and a page will display confirmation of this.

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– Click the link to be taken to the Site Template gallery

– The gallery should display all previous versions of the template, including the latest one just saved.

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This template has now been saved locally (to the Site Collection) however it must be promoted to global status for it to be picked up by Project Server settings.

– Click on the name of the template, and click the ‘save’ button when prompted

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– Save the .stp file to a consistent location on a server in the farm (ideally the same server for consistency). If the file is saved on a local machine at this point, it must be transferred to the server at this stage.

o NOTE: All of the above steps can be completed on a client machine via the browser; however the next steps MUST be completed on one of the servers in the MOSS/Project Server farm, ideally the same server for consistency, by a Farm Administrator.

– Open a command prompt window, and change to the following directory location: 

o C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\BIN

– Type and execute the following command:

o STSADM –o addtemplate –filename “Location\company_pwa_template_vX_X” –name “CompanyPWATemplatevX_X”

– After a short while, the command should complete with ‘Operation Successful’ message

– Type and execute the following command:

o iisreset /noforce

o NOTE: the above IISReset command is necessary for Project Server to recognise the global update. However this will affect all services on the Web Application hosting Project Web Access site collection for a brief period of time.

o NOTE: The workspace template is now published at a global (farm) level. The final steps can be completed from a client machine

– At the PWA Root Site, click the Server Settings menu from the left hand navigation, and select ‘Project Workspace Provisioning Settings’

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– On the Project Workspace Provisioning Settings screen, select the new Default Project Workspace template from the list, and click Save.

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