I have been working with document sets in SharePoint 2010 for a while and now I want to create a standard site template to use in Project Server and with other solutions in SharePoint 2010.

However, I have found what appears to be a pretty horrible bug in SharePoint 2010 that breaks the document sets in a new site that I created from my site template.  The problem manifests itself when you navigate to the newly created site/document library.  The document set will appear as a folder with no document set related options or home page.   You can still create new document sets and these work fine.

There is also another bug – when creating a document library from a template of a document library that contains document sets.  This bug also breaks the newly recreated document sets although in this instance the document set icon is correct but the document set  link is completely incorrect and does not point to the place it should resulting in a “page not found” error.

At this point in time I do not know why these two issues occur but the only way around it that I have found is to use the PowerShell cmdlets “export-SPWeb” and “import-SPWeb”.  Using these to take an export of the existing site you want to use as a template for new sites and then importing the backup to the new site recreates the document sets in a library as they should be.

Please note – when importing a site you need to first create the new site (where the exported site will be imported to) which must be created from the same site template you used to create the site that you backed up.

UPDATE:

I have recently logged a call with Microsoft regarding the issue of incorporating Document Sets within Site and library templates and they have confirmed this to be a bug in SharePoint 2010.  They are looking into a solution and I will update when I know more.

 

UPDATE 2:

This was the response from Microsoft to my support call:

Issue Summary

On a SharePoint 2010 Site collection we create a document library and document set in the document library and then save the site as template including the content. Issue is when we create a new site/Site collection  using this saved template the existing document set is appearing as a folder instead of the document set.

Resolution

Microsoft has produced a hotfix (Q2536591) to address this issue. This is included as part of the full server package for MSF2010 (Q2536601). Details of how and where to obtain the hotfixes for SharePoint 2010 are included below.

KB articles

MSF2010:

2536601 The full server package for Microsoft SharePoint Foundation 2010

http://support.microsoft.com/default.aspx?scid=kb;EN-US;2536601

SPS2010:

2536599 The full server package for SharePoint Server 2010.

http://support.microsoft.com/default.aspx?scid=kb;EN-US;2536599

After applying the preceding updates on all servers in the farm, run the SharePoint Products and Technologies Configuration Wizard or the “psconfig -cmd upgrade -inplace b2b -wait” command on each server one at a time. This needs to be done on every server in the farm with SharePoint installed.   

Recommended installation steps if you have SharePoint Server 2010

  1. MSF2010 KB 2536601
  2. SPS2010 KB 2536599
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