Users can customize the appearance of their personal sites and
the individual pages on them by using themes, styles, and
templates. Each list or page on a personal site uses cascading
style sheets to define its appearance and layout.
From the Site Settings page of the personal site, individual
users can apply a theme to the private view of their sites, or save
an existing list or site as a template to use when creating new
lists or sites on their personal sites. These actions update the
appropriate cascading style sheet (.css) files so that changes in
styles are applied automatically.
To make changes to the public view of a personal site, or to
make changes to the look of pages that are more significant than
what is allowed by the existing themes and templates, users with
local administrator rights to the portal site server can update the
Web Part Pages (.aspx files) and .css files directly using a Web
page editor such as FrontPage.
Applying Themes to Personal Sites
Themes allow users to easily customize the look of their
personal sites from the Site Settings page for each site. Themes
are applied automatically to the entire personal site, except for
the public view. Applying the theme to the public view requires
additional steps by the portal site administrator.
You can also apply themes to other SharePoint sites created from
your personal site.
- Open the Site Settings page for the personal site:
- To view your own personal site, use the Site Settings
link on the home page of the personal site.
- As a portal site user with the Manage User Profiles right, you
can edit the site settings for the personal site of any user in the
portal site from the View User Profiles page of the portal site:
- On the home page of the portal site, click Site
Settings.
- On the Site Settings page of the portal site, in the User
Profile, Audiences, and Personal Sites section, click Manage
profile database.
- On the Manage Profile Database page, in the Profile and
Import Settings section, click the user’s account name,
and then click Manage Personal Site.
- On the Site Settings page of the personal site, in the
Customization section, click Apply theme to
site.
- On the Apply Theme to Web Site page, click the theme you want
to apply, and verify that the previewed theme is acceptable.
- Click Apply.
For information about customizing the style sheets for themes,
see "Customizing Style Sheets for Personal Sites,"
later in this paper.
Applying Themes to the Public View of Personal Sites
By default, the public view of a personal site cannot be
customized through the Site Settings pages for the personal site.
When you apply themes to the personal site by using the Apply Theme
to Web Site page, a reference to a .css page for the theme is added
to the HTML that is generated by the Web Part Page for the private
view of the personal site. The file for that page is Default.aspx,
located in the \Program Files\Common Files\Microsoft Shared\web
server extensions\60\Template\1033\SPSMSITE directory.
That reference is not added to the HTML page generated by the
Web Part Page for the public view of the personal site, and so the
theme does not extend to the public view.
To apply the same theme to the public view, you must have local
administrator rights on the server for the portal site.
- Open the file Public.aspx in the \Program Files\Common
Files\Microsoft Shared\web server
extensions\60\Template\1033\SPSMSITE directory of the computer that
hosts the personal sites.
- Search the .css file for the public view for the following
comment tags:
<!--begmstheme-->
<!--endmstheme-->
- Between those comment tags is the following tag:
<SPSWC: MySiteTheme visible="false" runat="server"/>
- Change the "false" value to "true" and
save Public.aspx to the original location.
- Open the public view of the personal site and verify that the
theme was properly applied.
Customizing Style Sheets for Personal Sites
Each page or list on a personal site uses a cascading style
sheet (.css) file to format its style and appearance. Those .css
files are references in the .aspx files for personal sites:
Default.aspx for the private view and Public.aspx for the public
view.
As a portal site administrator, if you want to change the style
of the personal site more than is allowed on the Site Settings page
for the site, you can edit the .css files directly and then save
the files to their original location.
The .css files for personal sites are located at \Program
Files\Common Files\Microsoft Shared\web server
extensions\60\TEMPLATE\LAYOUTS\1033\STYLES. The main .css file used
by the portal site is Owspers.css. Other .css files include the
default portal site style sheet (Sps.css), which does not affect
the look of personal sites, and special styles for users with
uncommon browsers and menus found on personal sites. In most
scenarios, you will edit only Owspers.css.
The personal site may also use themes that are referenced in the
.aspx files for personal sites. The .css files for these themes are
located in thematic subfolders at \Program Files\Common
Files\Microsoft Shared\web server extensions\60\TEMPLATE\. You can
customize an existing theme by modifying these .css files. By
default, each theme has five different .css files. For personal
sites, the important files for each theme are Theme.css, the main
style sheet for the theme, and the two style sheets for the
theme’s color scheme: Color0.css and Color1.css. You can also
develop new themes for your organization and put them in a new
subfolder at this location, using the style sheets of the existing
themes as an example.
Customizing Templates for Personal Sites
You may want to use existing lists, document libraries,
discussion boards, surveys, and sites as examples when creating new
lists or sites. You can do this by creating list or site templates
that include the customizations and modifications that you’ve
made to a list or site. Then when you create a list or site, you
can choose the custom template that you have created.
Note The simple layouts
available when creating simple Web Part Pages are called layout
templates, but unlike site and list templates, they cannot be
customized. If you want a custom Web site template, use the steps
for creating a customized site template.
List templates and site templates also appear respectively in
the list template gallery and site template gallery, available from
the Top-Level Site Administration page for your personal site. As a
site administrator for the personal site, you can manage all of
your customized list and site templates from these pages.
For more information about creating templates, read the
following sections, and see the Microsoft Windows SharePoint
Services 2.0 Help.
Create and Use List Templates
You can create a list template from an existing list, document
library, discussion board, or survey. This template contains the
modified columns and views for the list; it can also include
content from the existing list, so that every new list made using
the template contains that content by default. The list template
does not include security settings. The template is saved on the
personal site as a file with an .stp extension.
After a template is created, it can be found in the appropriate
section of the Create Page page. When creating new lists, you can
select the template just as you would select any of the pre-defined
template types on the page.
List templates that you create appear in the list template
gallery, available from the Top-Level Site Administration page for
the site. From the list template gallery, you can save the template
files for your custom list templates to share with other users,
upload template files provided by other users, and edit or delete
existing list templates.
Note The template files
that you create can include personal information such as server
URLs and user account names. You should share template files only
with trusted users and groups.
To create a custom list template
- Go to the list that you want to save as a template. Links to
some lists appear on the Quick Launch bar of the personal
site.
- In the Actions list, click Modify settings and
columns.
- On the Customize List_Name page, in the General
Settings section, click Save list as template.
Note The exact wording of the command
varies depending upon the type of list. For example, on the page
for a discussion board, the command is Save discussion board as
template.
- In the File Name section, type the file name to use for
the template file.
- In the Title and Description section, type a title and
description to use for the template in the list template
gallery.
- In the Include Content section, select the Include
content check box to include the content in the current list in
the new lists created from the template.
- Click OK.
After you create a list template, you can use that template at
any time to create other lists of a similar type, just as you would
use any of the pre-existing list templates.
To create a new list using a custom list template
- On the home page of the personal site, click Documents and
Lists.
- On the Documents and Lists page, click Create.
- On the Create Page page, click the link for the list template
that you want to use, and then follow the usual additional steps
for creating a list.
As a site administrator of your personal site, you can manage
your custom list templates in the list template gallery. The list
template gallery is a list of all of your custom list
templates.
To manage your list templates
- On the home page of your personal site, click Site
Settings.
- On the Site Settings page, in the Administration
section, click Go to Site Administration.
- On the Top-level Site Administration page, in the Site
Collection Galleries section, click Manage list template
gallery.
- From the list template gallery, you can manage the list
templates in several ways:
- To save an existing custom list template to another location,
click the name of the list template, and then click Save in
the File Download dialog box.
- To upload a list template from another location, click
Upload Template.
- To change the file name, title, or description of the list
template, check in and check out the list template, or view the
version history of the list template and click Edit.
For more information about working with list templates, see
"Working with Templates" in the Customization section of the
Microsoft Windows SharePoint Services 2.0 Administrator’s
Guide.
Create and Use Site Templates
Site templates, similar to list templates, are created from
existing sites. However, the details of how they are created and
used are somewhat different. They’re also managed separately
in the site template gallery.
A site template includes the lists and pages for the site, any
themes applied to the site, customizations to the Quick Launch bar,
and the documents and other content on the site. It does not
include security settings, personalizations to Web Part Pages, Web
discussions, alerts, or the files for custom Web Parts. The site
template is saved on the personal site as a file with an .stp
extension.
After a site template is created, you can create new sites or
workspaces that use the template by clicking Sites and
Workspaces on the Create Page page. The site template is
displayed as an option on the Template Selection page that appears
after you enter the settings on the New SharePoint Site page.
Site templates that you create appear in the site template
gallery, available from the Top-Level Site Administration page for
the site. From the site template gallery, you can save the template
files for your custom site templates to share with other users,
upload template files provided by other users, and edit or delete
existing site templates.
To create a custom site template
- On the home page of your personal site, click Site
Settings.
- On the Site Settings page, in the Administration
section, click Go to Site Administration.
- On the Top-level Site Administration page, in the Management
and Statistics section, click Save site as
template.
- Type a file name, title, and description for the site
template.
- In the Include Content section, select the Include
content check box to include the content in the current list in
the new lists created from the template.
- Click OK.
After you create a site template, you can use that
template at any time to create other similar sites or workspaces,
just as you would use any of the pre-existing site templates.
To create a new site or workspace using a custom site
template
- On the home page of the personal site, click Documents and
Lists.
- On the Documents and Lists page, click Create.
- On the Create Page page, in the Web Pages section, click
Sites and Workspaces.
- On the New SharePoint Site page, type a title, description, and
address for the site, and select a permissions option appropriate
for the site.
- Click Create.
- On the Template Selection page, in the Template box,
click the custom site template that you want to use when creating
the site or workspace.
As a site administrator of your personal site, you can manage
your custom list templates in the list template gallery. The list
template gallery is a list of all of your custom list
templates.
To manage your site templates
- On the home page of your personal site, click
Site Settings.
- On the Site Settings page, in the
Administration section, click Go to Site
Administration.
- On the Top-level Site Administration page, in the
Site Collection Galleries section, click Manage site
template gallery.
- From the site template gallery, you can manage the
site templates in several ways:
- To save an existing custom site template to another location,
click the name of the site template, and then click Save in
the File Download dialog box.
- To upload a site template from another location, click
Upload Template.
- To change the file name, title, or description of the site
template, check in and check out the site template, or view the
version history of the site template and click Edit.
For more information about working with site templates, see
"Working with Templates" in the Customization section of the
Microsoft Windows SharePoint Services 2.0 Administrator’s
Guide.
This topic is part of a six part series.