Upload a Process Template

To create team projects that are based on a new or customized process template, you must upload the template to the team project collection where you will create the team project.

The following restrictions and validation checks are performed when you upload a process template:

  • The names of process templates must not contain more than 256 Unicode characters.

  • The names of process templates must be unique. If you upload a template with the same name as an existing template, the existing template will be overwritten.

  • Process templates must not contain .exe files in any folders or project creation will fail, even though the updated process template uploads successfully.

  • The total size of a process template cannot exceed 2 GB or project creation will fail.

  • The upload process performs a partial verification check to make sure that the XML of each process template XML file is valid. If you receive any errors when you try to upload the process template, review the XML to determine the cause of the error. Note that duplicate tags in an XML file can cause errors. If there is no error in the XML, check to make sure all the appropriate files are included in your process template in the correct folder locations.

  • If you receive an error message that states that you do not have access to the folder where your process template is located, make sure that the path name is typed correctly.

  • Perspective names in WarehouseSchema.xml cannot contain the following characters:

    . , ; ' ` : / \ * | ? " & % $ ! + = ( ) [ ] { } < >

    For more information about naming restrictions, see Naming Restrictions in Team Foundation.

Required Permissions

To perform this procedure you must be a member of the Project Collection Administrators group. You must also be either a local administrator on the computer running Windows SharePoint Services or a member of the SharePoint Administrators Group.

If the necessary security permissions are set explicitly, your Manage process template permission on the team project must be set to Allow. For more information, see Team Foundation Server Permissions.

To upload a process template

  1. Open Visual Studio.

  2. On the Team menu, point to Team Project Collection Settings, and then click Process Template Manager.

    The Process Template Manager lists each process template that has been uploaded to the team project collection.

  3. Click Upload.

  4. In the Upload Process Template dialog box, click the folder that contains the root file, ProcessTemplate.xml, for the process template that you want to upload.


    If you are running Windows Vista, you might not have access rights to certain folders. If you try to download the process template to a location where you do not have access rights, the registry virtualization technology automatically redirects the process template and saves it to the virtual store. For more information, see the following pages on the Microsoft Web site: Registry Virtualization and Common file and registry virtualization issues in Windows Vista or in Windows 7. To avoid this redirection, you can download the process template to a location where you have access rights.

  5. Click Upload.

    ProcessTemplate.xml and all its surrounding folders and files are uploaded. The uploaded process template appears in the list of available process templates.

  6. Click Close to close the Process Template Manager.

See Also


Customizing Process Templates

Step-by-Step Customization Process

Working with Process Template Files

Managing Process Templates