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How to use Access Services from a template (SharePoint Server 2010)

SharePoint 2010

Published: May 12, 2010

There are three primary ways to begin using Access Services, described below. Each of these procedures requires the user to have Designer permissions.

Create an Access Services database from a site template

This method allows the creation of an Access database from templates already stored on a computer running Microsoft SharePoint Server 2010. There are five Web database templates that are provided to Access Services users for SharePoint Server 2010:

  • Assets Web Database

  • Charitable Contributions Web Database

  • Contacts Web Database

  • Issues Web Database

  • Projects Web Database

Use the following procedure to instantiate a new Access template on a computer running SharePoint Server 2010. Requires Designer

To create a new Access Services Web database from a template

  1. Open the SharePoint Central Administration Web site.

  2. Choose Site Actions.

  3. Choose New Site.

  4. On the Create site page:

    1. Select Web Databases

    2. Select the template you wish to use.

    3. Type a Title that closely matches the site's intended use.

    4. In the URL Name box, type a short version of the title you specified above.

    5. Click More Options.

    6. In the Description box, type a brief description of the site's details.

    7. Select Use same permissions as parent site.

    8. In the Navigation section: Select Yes.

    9. In the Navigation Inheritance section: Select Yes.

  5. Click Create.

    The new Access Services site is created and you will be able to begin using it immediately.

Upload an existing Access template from the Access 2010 client to a computer running SharePoint Server 2010

This method allows users to upload Access Services templates that have been created offline.

Use the following process to upload an existing Access template to be used in Access Services online.

Upload an offline Access Services template

  1. Open Microsoft Access 2010 and then open an existing template.

  2. Select the Access "Office" button, point to Share, and then click Publish to Access Services.

  3. Choose Save As and then click the Address bar.

  4. Type the URL for your Access Services site.

  5. Name the file and then click Save.

The template is uploaded to the server running Access Services and made available for use online.

Open an existing Access template, modify it, and then upload it to a computer running SharePoint Server 2010

Use the following process to upload an existing Access template to be used in Access Services online.

Open, modify, and upload an offline template

  1. Open Access 2010 and open an existing template.

  2. Make any needed modifications.

  3. Save the template locally.

  4. Select the Access "Office" button, point to Share, and then click Publish to Access Services.

  5. Select Save As and then click the Address bar.

  6. Type the URL for your Access Services site.

  7. Name the file and then click Save.

The template is uploaded to the server running Access Services and made available for use online.

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