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Creating New Subsites: Configuration and Setup

Andre Ribeiro Queiroz
  • Updated

Overview

You wish to Create a new Subsite. This article guides you on how to create and configure a new subsite (i.e., Generic Bonzai Subsite). Also, see how to archive and delete a subsite in SharePoint.

Solution

Note: Please ensure that you follow all the below steps carefully and accurately, without missing any components, in order to avoid issues rising in future.

Alternatively, You can also create a ticket to create a subsite. For that, we would need the Support Account to log in to your Site, the link of the Parent Site, and the name and link title of the subsite that you want us to create. 

There are a total of nine steps to properly create and configure a generic Bonzai subsite.

NOTE: If any lists or libraries are already created, you do not need to re-create them; however, you will need to make sure the required content types are added to the list or library.
  1. Creating the Subsite
  2. Configuring the Pages Library
  3. Creating the Comments List
  4. Updating the Pages List
  5. Creating the People List
  6. Creating the Landing List
  7. Creating the Landing Images Library
  8. Creating the Advanced Links List
  9. Configuring the Document Library

 


Process

1) Creating a Subsite

  1. Navigate to the site under which you would like to create a new generic site.
  2. Click the Gear icon and go to Site Contents.
    2.png
  3. Click the new pull down and select Subsite.
    3.png
  4. Enter a Title and URL name for your new Subsite.
    4.png
  5. Make sure you are creating a new site using a Publishing Site or a Publishing Site with Workflow Template.
    5.png
  6. Leave the rest of the default settings as they are and click Create.
    6.png

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2) Configuring the Pages Library

  1. Navigate to the Site Contents of the site you would like to set up for the generic site and edit the Pages Library Settings by clicking the ellipsis beside the Pages library.
    2-01.png
  2. In Versioning Settings, enable Create major and minor (draft) versions.
    2-02.png
  3. Set the option Require documents to be checked out before they can be edited to Yes and click OK to continue.
    2-03.png
  4. In Advanced Settings, set the option Allow management of content types to Yes and click OK to continue.
    2-04.png
  5. In Rating Settings, enable ratings and likes then click OK to continue.
    2-05.png
  6. Add the Generic Page and Landing Page content types from Bonzai Content Types to the library.
    2-06.png
  7. Set Generic Page as the default content type and deselect Page, Article Page, and Welcome Page.
    2-07.png
  8. Create a View for this library called Generic Pages.
    2-08.png
  9. Ensure the following columns are set and include any applicable Content Targeting columns.
    2-09.png
  10. In the Filter section, set the filter to Content Type is equal to Generic Page.
    2-10.png
  11. Click OK to continue.
    2-11.png

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3) Creating a Comments List

  1. Navigate back to the Site Contents and click Add an App.
    3-01.png
  2. Choose the Custom List option labeling it Comments then click Create.
    3-02.png
  3. Edit the newly created Comments list Settings via the ellipsis icon beside the Comments list.
    3-03.png
  4. Go to Advanced Settings to set the Allow management of content types to Yes.
    3-04.png
  5. Set the Create and Edit access to allow comments to be created by the users and click OK to continue.
    3-05.png
  6. Go to Permissions for this list and click Stop Inheriting Permissions.
    3-06.png
  7. Click Edit User Permissions then grant Intranet Visitors with Contribute rights to this list. Click OK and navigate back to the Comments list settings.
    3-07.png
  8. Add the Comment Item content type from Bonzai Content Types to the library and click OK to continue.
    3-08.png
  9. Delete the default Item content type from the library so that only Comment Item remains.
    3-09.png
  10. Update the All Items view to display the following columns and click OK.
    3-10.png

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4) Updating the Default Page Layout

  1. Go to Site Settings and then Page layouts and site templates to add the default page layouts.
    4-01.png
  2. Under Page Layouts, you should see the (Generic Page) Generic Page and Generic Page Full Width layouts. Ensure that these have been added to the existing set.
    4-02.png
  3. Click OK to save.
    4-03.png
  4. Go back into Page layouts and site templates to change the default page layout.
    4-01.png
  5. Under New Page Default Settings you should have Select the default page layout option enabled and the Generic Page selected/highlighted.
    4-05.png
  6. Click OK to save.
    4-03.png

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5) Creating a People List

  1. Navigate back to the Site Contents and click Add an App.
    3-01.png
  2. Choose the Custom List option labeling it People Listing and proceed to click on Create.
    5-02.png
  3. Edit the newly created People Listing list Settings via the ellipsis icon beside the People Listing list.
    5-03.png
  4. Go to Advanced Settings to set the Allow management of content types to Yes.
    3-04.png
  5. Add the People Listing content type from Bonzai Content Types to the library and click OK to continue.
    5-05.png
  6. Delete the default Item content type from the library so that only People Listing remains.
    5-06.png
  7. Update the All Items view to display the following columns and click OK.
    5-08.png
  8. In the Sort section, set the First sort by the column to Person to List in ascending order.
    5-07.png
  9. Click OK to save.
    4-03.png

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6) Creating a Landing List

  1. Navigate back to the Site Contents and click Add an App.
    3-01.png
  2. Choose the Custom List option labeling it Landing and proceed to click on Create.
    6-01.png
  3. Edit the newly created Landing list Settings via the ellipsis icon beside the Landing list.
    6-02.png
  4. Go to Advanced Settings to set the Allow management of content types to Yes.
    3-04.png
  5. Add the Landing Item content type from Bonzai Content Types to the library and click OK to continue.
    6-03.png
  6. Delete the default Item content type from the library so that only Landing Item remains.
    6-04.png
  7. Update the All Items view to display the following columns and click OK.
    6-05.png
  8. In the Sort section, set the First sort by the column to Landing Sort Order in ascending order.
    6-06.png
  9. Click OK to save.
    4-03.png

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7) Creating a Landing Images Library

  1. Navigate back to the Site Contents and click Add an App.
    3-01.png
  2. Choose the Asset Library option labeling it Landing Images then click Create.
    7-02.png

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8) Creating an Advanced Links List

  1. Navigate back to the Site Contents and click Add an App.
    3-01.png
  2. Choose the Custom List option labeling it Advanced Links then click Create.
    8-01.png
  3. Edit the newly created Advanced Links list Settings via the ellipsis icon beside the Advanced Links list.
    8-02.png
  4. Go to Advanced Settings to set the Allow management of content types to Yes.
    3-04.png
  5. Add the Advanced Link content type from Bonzai Content Types to the library and click OK to continue.
    8-03.png
  6. Delete the default Item content type from the library so that only Advanced Link remains.
    8-04.png
  7. Update the All Items view to display the following columns and click OK.
    8-05.png
  8. In the Sort section, set the First sort by the column to Link Order in ascending order.
    8-06.png
  9. Click OK to save.
    4-03.png

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9) Configuring the Document Library

  1. Navigate to the site under which you would like to configure the Document library.
  2. Click the Gear icon and go to Site Contents.
    2.png
  3. Edit the Document library Settings via the ellipsis icon beside the Document library.
    9-01.png
  4. In Versioning Settings, enable Document Version History to Create Major versions.
    9-02.png
  5. Set the option Require documents to be checked out before they can be edited to No and click OK to continue.
    9-03.png
  6. In Advanced Settings, set the option Allow management of content types to Yes and click OK to continue.
    9-04.png
  7. Add the Intranet document and Intranet link to document content types that were set up for the intranet. NOTE: One way to determine what these are is to look at a previously configured document library and add the same content types to the new one.
    9-05.png
  8. Delete the old Document content type from the list and ensure that the Intranet Document is the Default Content Type.
    9-06.png
  9. Update the All Documents view for this library ensuring the following columns are set and include any applicable Content Targeting columns.
    9-07.png
  10. Click OK to save.
    4-03.png

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