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SharePoint Custom Template Support

TeamDirection's IntelliGantt project management solution for SharePoint let you use custom templates when creating new SharePoint workspaces for your projects. In order to provide this feature, TeamDirection has created a simple library that plugs in to your SharePoint server and exposes a 'TDCreate' web service. This screencast shows the feature in action; this web page gives you instructions how to install it.


Prerequisites

Windows Server with Windows SharePoint Services, version 2.0 and 3.0. Additionally, TeamDirection built our 'TDCreate' web service using the Windows SharePoint Products and Technologies 2003 Software Development Kit (SDK). Your SharePoint server will need either this SDK, or the Windows SharePoint Services 3.0 SDK installed.


How to Download the TDCreate Web Service

Download this zip file for all the pieces you need.


How to Install the TDCreate Web Service

These instructions have been verified for WSS 2.0 and WSS 3.0 on a Windows Server 2003 machine


This installation must be performed as a user with Administrator permissions.


  • 1. Verify the MOSS server is fully updated with current Windows Service Packs.
  • 2. Verify MOSS is updated with the most recent Windows updates.
  • 3. Extract TDCreateSite.zip to a temporary directory (e.g. C:\temp)
  • 4. Copy TDCreateSite.asmx, TDCreateSite.disco.aspx, and TDCreateSitewsdl.aspx to the appropriate SharePoint file location:

    WSS 3.0: <Program Files>\Common Files\Microsoft Shared\web server extensions\12\ISAPI\ folder.

    WSS 2.0: <Program Files>\Common Files\Microsoft Shared\web server extensions\60\ISAPI\ folder
  • 5. Copy TDCreateSite.dll to \wwwroot\wss\VirtualDirectories\80\bin\ folder.
  • 6. Go to Start -> Administrative Tools and open Microsoft .NET 2.0 Framework Configuration. Click the link "Manage the Assembly Cache", then click "Add an Assembly to the Assembly Cache". Navigate to \wwwroot\VirtualDirectories\80\bin\ and select the TDCreateSite.dll. This will allow the Web Service to run without causing SharePoint Permissions errors when running with IntelliGantt.
  • 7. Open a command prompt (Start -> Run -> "cmd") and type “iisreset” in the command prompt to restart the IIS server.


NOTES: In step 6, the location of your IIS Server port will change the location of where the files are installed. For example, if the IIS server has been configured for port 8080 the directory will change to <Inetpub directory>\wwwroot\VirtualDirectories\8080\bin\.


Verifying the TeamDirection Web Services Installation

  • 1. Open a web browser and enter the address "http://localhost/_vti_bin/TDCreateSite.asmx" (or navigate to the URL of the web server you've installed them on). Verify the Web Services show up in the server.
  • 2. Open TeamDirection IntelliGantt Plus. Create a project, click the Share button, enter a URL for the SharePoint server and a new workspace name, then click the Advanced button. The Advanced wizard will appear with the possible SharePoint templates.


Troublshooting -- Why Don't I See My Templates?

Please read out note in the forum about adding templates to SharePoint.


Uninstalling the TeamDirection SharePoint Web Services

  • 1. Go to Start -> Administrative Tools and open “Microsoft .NET 2.0 Framework Configuration”. Click the link “Manage the Assembly Cache”, then click “View List of Assemblies in the Assembly Cache”. Find TDCreateSite.dll, right-click on TDCreateSite.dll and select Delete.
  • 2. Open Windows Explorer and go to <Inetpub directory>\wwwroot\wss\VirtualDirectories\80\bin\ folder and delete the TDCreateSite.dll.
  • 3. Go to where you installed WSS:

    WSS 2.0: <Program Files>\Common Files\Microsoft Shared\web server extensions\60\ISAPI\ folder and remove TDCreateSite.asmx, TDCreateSitedisco.aspx, and TDCreateSitewsdl.aspx.

    WSS 3.0: <Program Files>\Common Files\Microsoft Shared\web server extensions\12\ISAPI\ folder and remove TDCreateSite.asmx, TDCreateSitedisco.aspx, and TDCreateSitewsdl.aspx.
  • 4. Open a command prompt (Start -> Run… -> type “cmd” and select OK) and type “iisreset” to start the IIS Server where SharePoint is installed.


NOTES: The location of the TDCreateSite.dll will change depending on which port the IIS server is configured for. E.G. If your IIS Server is configured for port 8080, the directory will change to <Inetpub directory>\wwwroot\wss\VirtualDirectories\8080\bin\.