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Creating a Team Solution Based on a Team Template

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This content is no longer actively maintained. It is provided as is, for anyone who may still be using these technologies, with no warranties or claims of accuracy with regard to the most recent product version or service release.

Team templates make it easy to share and distribute the solutions you create. For example, an expense reporting solution created for your main office could easily be distributed as a template to branch officers. Then, each branch can create an instance of the solution as-is or modify it as necessary.

Each team template contains all of the information required to create a complete team solution, including the database schema, workflow rules, lookup tables, forms, and views.

Note   The team template also stores information about the configuration settings for the SQL Server on which it was created. When developing your templates, be sure to use the same server configuration as the server from which the template will be deployed.

To create a team solution based on a template

  1. Open the New Team Solutions wizard. For details about finding tools, see Accessing Access Workflow Designer Tools.

  2. On the Choose a Team Template page, in the Server box, select the name of your server, and click Refresh.

  3. The Templates list is populated with available team templates.

    Note   When the Access Workflow Designer server components are installed, the Issue Tracking template is installed as well.

  4. Select a template, and click Next.

  5. Enter values for the Solution title, Database server, Database name, and Web URL. Alternatively, accept the defaults, and then click Next.

    Note   Although you can include spaces in your database name and Web URL, it is strongly recommended you avoid including spaces in these object names.

  6. On the Solution Roles page, add SQL Logins as database users, and then assign database users to existing roles. You can create new SQL logins if necessary. For information on creating new logins, see "Creating SQL Server Logins" later in this document.

  7. To add a user or group to the database, select a SQL Login,and click Add to include the login in the Database users box.

  8. To add a user to a role, select a user or group in the Database users list, and select the appropriate roles from the Roles for selected user list. Each user must belong to at lease one role. Click Next.

    Note   Database roles can be changed or added using the Database Users and Roles feature in Access 2000. For more information, see Creating Database Roles.

  9. Designate whether you want to Create a Microsoft Access Project file, and then click Next.

    Note   An Access project (*.adp) file is the preferred environment for creating the solution user interface using data access pages. The database project also contains a toolbar where you can easily launch the Access Workflow Designer tools.

When you click Finish, the wizard uses the information you supplied and the information in the template to create a new SQL Server database and a Web site on the server you specified. This process may take a few minutes.

Note   If the team solution contains offline publications, you can use the SQL Server Enterprise Manager Replication Monitor to verify that the publications were initialized properly. It is also recommended that you monitor the performance of your publications after the solution has been created. If users report problems with the publication, the Replication Monitor can help troubleshoot the issues.

The team solution will be ready to use as-is, or you can use the Access Workflow Designer to modify the solution. For more information about the steps involved in adding workflow features to your solution, see Developing a Team Solution.

Creating SQL Server Logins

To create a New SQL Server Login using the New Team Solutions wizard

  1. On the Solution Roles page of the New Team Solutions wizard, select New SQL Login. The New Microsoft SQL Server Login dialog box opens.

  2. If you know the domain and name of the user you wish to add, enter the User name in the format <domain\username>, and click OK.

    -or-

    To search for user names to add, in the List names from domain box, specify a domain name, and select Refresh.

    The Available names box is populated with existing groups. To include users, select the Show all users option.

  3. Select a group or name, and click OK.

    Note   The new SQL group or user must have a valid Microsoft Windows NT® domain account. If you add a SQL user who does not have a valid Windows NT account, creation of the team solution will fail.