Permissions Options and Mapping Links

Permissions Options and Mapping Links

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Overview.jpgThis section of the configuration tool pane allows you to specify the naming convention for new user groups that are created during site creation. If you are using a links list to track site URLs, you have the option to include new sites in that links list. And you can also hide the user permissions section so that users do not see it.

Permission Options and Navigation

Step Action Result
1. New User Groups for the Site: If the end user chooses to use Unique Permissions, three new user groups will be created. The naming convention can include either the Title or Description entered by the end user. SiteVisitors.jpg
SiteMembers.jpg
SiteOwners.jpg
To configure the name of the new groups, just include [Title] or [Description] in the name (i.e., [Title] Visitors). SharePoint recognizes the brackets and appends that to the group name.
2. Add Site to Links List?: Site Creation Plus can automatically add an entry for the new site in a Links list of the parent site.

This is a useful feature especially if you are using a link list to manage Navigators. To add the links to an existing link list, select a Links List from the drop down selection and then map the site information to the Links List fields:

  • Site URL: Select the field in the Links List where the URL for the new site should be stored. This is typically the URL field.
  • Site Title: Select the field in the Links List where the Title of the new site should be stored.
  • Site Description. Select the field in the Link List where the Description of the new site should be stored.
  • Site URL Description: When configuring the URL field of the Links List, a URL is entered as well as a description for the URL. In the selection box displayed for the Site URL Description, select what to use as the display text for the URL column in the Links List. The valid choices are: Title, Description, and the URL itself. Both the Title and the Description are the values entered by the end user.
3. Hide Permissions section: You have the option of hiding this section so when users create a site, the new site will either use the same permissions as the parent site or use unique permissions. UniquePermissions.jpg
PermShowing.jpg
The section highlighted in the image above will not appear when you select to hide this section.
Icon-Tip Keep your site name short if you opt to use unique permission groups because SharePoint uses your site name as part of the group name. For a site named Test, the permission groups will be Test Visitors, Test Members and Test Owners.
4. Navigate to new site after the site creation is completed Select this option and when the site is created, users will be automatically re-directed to the new site. If you cannot select this option, users see a link which they can click to open the new site.
NewCreated.jpg
5. Optimize site URLs for search engines (SEO) SEO or “search engine optimization” is the process of getting traffic or hits to your site from free or organic, natural or editorial listings on search engines. All major search engines such as Google, Yahoo and Bing have such results, where web pages and other content such as videos or local listings are shown and ranked based on what the search engine considers most relevant to users. This is not needed unless your site is public facing rather than internal behind a corporate firewall.
6. Select a Language: Select a language from the drop-down menu to translate the Web Part user interface and tool pane settings. You can also create your own translation or modify the default files available in the drop-down menu. See Localize Bamboo Web Parts for your Language.

Navigation Elements

Navigation Elements

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When you are configuring Site Creation Plus, you have the options to set where the web part appears in your site navigation. Using the checkboxes within this section of the configuration tool pane, you can choose to add the link to the Quick Launch bar, to the top link bar on the parent site or both.

Navigation Elements

Step Action Result Image
1. Add to Quick Launch? Check this box if the new site should be added to the Quick Launch bar of the site where Site Creation Plus Web Part resides. As you know, the Quick Launch bar shows up normally on the left side of a SharePoint page. AddQL.jpg
2. User the top link bar from the parent site? Check this box if the new site should include the top link bar from the parent site. TopLinkBar.jpg

Create Sites Using a Specific Site Template

Create Sites Using a Specific Site Template

You can use Site Creation Plus to create sites using a specific site template. This saves time by allowing administrators to create site templates for end users, reducing the number of choices end users need to make and adding new sites to a links list automatically, an important step in the site-creation process that is often overlooked.

SiteAdminSite templates can be created from either a new site or an existing site template. You need Design or Full Control permissions to perform these steps.

For a new site:

Step Action Result
1. Select Site Actions > New Site. Enter a title and URL for the template that will help you remember what data is stored in the template. hw28-2010-newsite1.jpg
2. Click Create. hw28-2010-newsite2.jpg
3. Add the lists, libraries and other content that you need to include in your site template.
4. Select Site Actions > Site Settings > Site Actions > Save site as template. hw28-2010-savesiteastemplate.jpg
5. Enter a file name, a template name and a template description that will help you remember what data is in the template. Make sure the Include Content option is selected to ensure that your lists, document libraries and other data are included in the template. hw28-2010-exampletemplate.jpg
Click OK. hw28-2010-exampletemplate2.jpg

From an existing site:

Step Action Result
1. Navigate to the site that you want to save as the template.
2. Select Site Actions > Site Settings > Site Actions > Save site as template. hw28-2010-savesiteastemplate.jpg
3. Enter a file name, a template name and a template description that will help you remember what data is in the template. Make sure the Include Content option is selected to ensure that your lists, document libraries and other data are included in the template. hw28-2010-exampletemplate.jpg
4. Click OK. hw28-2010-exampletemplate2.jpg

Apply the template to a new site:

Step Action Result
1. In the site collection where you want to create the new site, select Site Actions > New Site.
2. Select the site template you created, then give the new site a name and a URL. Click Create. hw28-2010-choosetemplate.jpg
3. Continue to create your site per usual. Note: This template is now the default template. Any new sites that you create will automatically use this template.

For more information and to see a use case, read KB.12469: How to Create a Project Site Template That Includes Additional Columns.