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How to: Upload a Process Template

To create team projects that are based on new process templates, you must upload the templates to the Team Foundation Server. The following procedure explains how to upload a process template.

Considerations when uploading a process template

  • 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 is valid. If you receive any errors when you try to upload the process template, a change in the XML probably caused the error. Review the XML to determine the cause of the error. Note that duplicate tags in the XML 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 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:

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

Required Permissions

To perform this procedure you must be a member of the Team Foundation 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, you must have the View server-level information permission set to Allow and the Manage process template permission on the team project set to Allow. For more information, see Team Foundation Server Permissions.


To upload a process template

  1. On the Team menu, point to Team Foundation Server Settings, and then click Process Template Manager.

    The Process Template Manager lists each process template stored on the Team Foundation Server.

  2. Click Upload.

  3. In the Upload Process Template dialog box, select the folder that contains ProcessTemplate.xml.


    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 and To avoid this redirection, you can download the process template to a location where you have access rights.

  4. Click Open.

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

  5. Click Close to close the Process Template Manager.

See Also

Other Resources

Process Template Manager
Customizing Process Templates