Create a site collection using the Duet Enterprise template

 

Applies to: Duet Enterprise for Microsoft SharePoint and SAP

Three site collection templates are provided with Duet Enterprise. These templates are described in the following table.

Template name	Comments
Duet Enterprise Customers	Site collection template that contains Web Parts to support the CustomerWorkspace solution.
Duet Enterprise Products	Site collection template that contains Web Parts to support the ProductWorkspace and OrderToCash solutions.
Duet Enterprise Sites	Site collection template that contains Web Parts that support the Customers and Products solutions (which are part of the Starter Services solution), as well as the Reporting and Workflow solutions. Tip This site collection template requires that you have already configured the Reporting, Workflow, and Starter Services solutions. For more information, see the following bulleted list.

This article describes the steps that use the Duet Enterprise Sites template to create a site collection. Before you proceed, ensure that you have configured the following solutions.

• Reporting solution, as described in Configure reporting (https://go.microsoft.com/fwlink/p/?LinkId=205681).

• Workflow solution, as described in Configure SAP Workflows (https://go.microsoft.com/fwlink/p/?LinkId=205816).

• Starter Services solutions, as described in Configure starter services solutions (https://go.microsoft.com/fwlink/p/?LinkID=205542).

Create a site collection using the Duet Enterprise Sites template

Complete the following steps to use the Duet Enterprise Sites template to create a site collection.

Note

You must be a member of the Farm Administrators group to complete this procedure.

To create a site collection using the Duet Enterprise Sites template

1. On the Central Administration Web site, in the Application Management section, click Create site collections.

2. On the Create Site Collection page, in the Web Application section, check whether the Web application in which you want to create the site collection is selected. If it is not selected, click Change Web Application and then click the Web application in which you want to create the site collection.

3. In the Title and Description section, type the title and optionally a description for the site collection.

4. In the Web Site Address section, select the path to use for your URL (for example, a wildcard inclusion path such as /sites/, or the root directory (/). If you select a wildcard inclusion path, you must also type the site name to use in your site URL.

5. In the Template Selection section, in the Select a template list, select the Duet Enterprise tab, and then select Duet Sites from the list.

6. In the Primary Site Collection Administrator section, type the user name, using the format DOMAIN\username, for the user who will be the primary site collection administrator.

7. In the Secondary Site Collection Administrator section, optionally type the user name for the secondary administrator of the site collection.

   Designating a secondary site collection administrator is a best practice to ensure that someone can manage the site collection when a primary site collection administrator is not present.

8. Click OK.

9. On the Top-Level Site Successfully Created page, click the URL that is provided for the new Duet Enterprise site collection to open your new site collection.

   Note

   This URL is typically in the format http://hostname/sites/sitename.

   On the top-level site of the site collection that you previously created, you see tabs for the following sites: Duet Enterprise Sites (this is the name of the top-level site), Customers, Products, Reports Center, and Tasks Center.

Verify features are active on Reports Center site

Complete this verification procedure to ensure that the site-level features are active on the Reports Center site.

Note

You must be a site owner for the site on the Reports Center site to perform this procedure.

To verify that site features are active

1. In a browser, open the top-level site of your Duet Enterprise sites site collection.

2. Click the Reports Center tab to go to the Reports Center.

3. On the Site Actions menu, click Site Settings.

4. On the Site Settings page, in the Site Actions section, click Manage site features.

5. Ensure that the Duet Enterprise Reporting feature is active.

6. Ensure that the Duet Enterprise Content Organizer feature is active.

Grant user permissions to the site collection

Before users can access the site collection, you must grant them permissions. This is typically done on the top-level site of the site collection which enables permissions to be inherited by the child sites. For information about how to grant users permissions to sites, see Roadmap: Grant permissions for a site (https://go.microsoft.com/fwlink/p/?LinkID=201161).

Important

Ensure that you grant the Report publisher account and the Workflow publisher account full control access to the top-level site of the site collection.

If you used the Deployment worksheet (https://go.microsoft.com/fwlink/p/?LinkId=205392) during deployment, these accounts are listed in the “Report publisher account” and the “Workflow publisher account” rows of Table 3 of the worksheet, respectively.