You need a SharePoint site with particular lists and libraries as well as K2 integration such as Forms, SmartObjects, Views and Workflows that can be reused across other SharePoint sites . You use the Save As Template feature in SharePoint along with K2 Package and Deployment.
||Note: It is important to note that saving a site via the Save As Template feature requires manual configuration with K2 4.6.11 and earlier. See KB001619 for more information.
For K2 4.7, follow these steps:
Save the site as a site template.
||Note: Make sure that 3rd party apps are removed prior to creating the site template as this may prevent you from creating the site template.
- Open the site and navigate to Site Settings > Site Actions, select the Save Site as Template option.
- On the Save as Template page, enter a File name, Template Name, Template description, check the Include Content check box (if applicable) and click OK.
- On the [Site Name] > Operation Completed Successfully page, click the solution gallery link, to view and download the site template.
- On the solutions gallery page, click the site template link to download the template. Click the Save button on the download dialog.
- Upload the site template to a site collection where you need a new site based on the template. For more information on how to do this see Upload the site template file to solutions gallery (MSDN).
- Once the site template is uploaded and activated, navigate to the top level site a site collection.
- On the site collection top level site, navigate to the Site Contents page and click the new subsite option to create a new subsite.
- On the Site Contents > New SharePoint Site page, provide a Title, Description and Web Site Address. In the Template Selection section, click the Custom tab and select the site template. Specify the settings for Permissions, Navigation and Navigation Inheritance sections and click the Create button.
- The new subsite based on the site template is created.
- If K2 is deployed to the site collection on which the new site is created, K2 activation takes place automatically on the new site for SharePoint 2013 (on-premises) sites. It may take some time for this to occur based on the load of the SharePoint farm. You can manually activate K2 from the app catalog if necessary.
- The K2 artifacts (views, forms, workflows and reports) must be deployed via K2 Package and Deployment as described in scenario 1.
For detailed steps to create and deploy a K2 package, see the Create and Deploy a K2 Package section.