Template vs. Design Theme

  • Thread starter Thread starter CDWils
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CDWils

I just can't get my head around this yet.

So in the past, my company has had a large set of corporate "templates" for
PPT — really easy to use, really easy to distribute.

We've begun a migration to 2007 and I'm reading that there's now a
difference between templates and design themes, and so far, nothing I've read
has really sunk in yet.

If I were to create a "template" that used a custom design theme I've
created on my system, will it transfer properly to other machines? Or do I
have to create the custom theme and have each individual user install that
theme on his/her system?
 
I think that I am need of an answer to the same question that was asked of
the original poster (if I understood it correctly). That article was
informative. It confirmed my thoughts on what a theme actually is and what
it can do.

My specific question is this:

I am creating a template (using the term loosely...not necessarily a potx)
for widespread corporate use. I would like to distribute the custom theme
that I have created so that end-users will be able to access it from within
their Office suite. What is the best way to distribute the THMX file so that
it will be fully usable by end-users?

If I send the THMX file to everyone, how do they make the best use of it?
Do they have to navigate to the (Users>...>Microsoft>Templates>Document
Themes) folder folder manually and then drop in the THMX file so that it will
be forever accessible within their Office suite? Or is there a way to import
it through PowerPoint (or other apps) and have it installed to the proper
place automatically?

I hope this question is clear. In a nutshell, I'm just looking for "Best
Practices" advice for distributing and installing themes across a wide
network of users. I've got the theme properly save on my machine, how do it
get it properly placed on everyone else's machine?

Thanks for any guidance...
 
Hi, Scott,

It's a good question! (For the record, I think the original poster is asking
something a little different, but this is still related.)

Options:

1. If you email the THMX file to your users and they save it (say, to their
desktop) and double-click it, a presentation based on that theme will open
in PPT. The users can then File | Save As and choose Office Theme (*.THMX),
and they'll be taken to the appropriate folder to save the THMX in so it
will be available to Word, Excel and PowerPoint. It will show up in the
Custom area of the Design tab in PPT. In Word it will be in the Page Layout
tab under Themes.

2. Alternatively, they can go to the Design tab, expand the themes gallery
and choose "save current theme."

3. You can, as you mentioned, tell them to navigate to the appropriate
folder (Users>...>Microsoft>Templates>Document Themes) and save the THMX
there directly.

I don't know that one way is any better than the other, to tell you the
truth. I think it really depends on your users. Maybe you can give them the
option?

You know, they will probably need to rename the theme if they use options 1
or 2. In option 1, the file will be named "Presentation1.thmx," which isn't
very descriptive. In option 2, it's Theme1.thmx, which isn't much better. If
that's going to be a problem, then use the "save it in this folder" option
instead.

I am sitting here wondering if AppData is usually a hidden folder, though.
I'm 99% sure it is, and that could also be problematic. Probably more
problematic than having them rename the THMX file when the Save As from PPT,
in fact.

To be honest, IT staff usually end up rolling out my themes and templates --
they can do some kind of logon script so the files are put in the
appropriate places when the user logs onto the network. (As you can probably
tell, I don't know the details there -- but every network-type guy I've ever
known knows how to do this kind of thing.)

In short, I don't have a good "best practices" suggestion for you. Sorry.

Oh, crap. I just remembered you said template -- loosely, template.
Templates are different. A PPT template is not accessible to the Word and
Excel files, no matter what folder you put them in. If you want Excel and
Word to have the same colors, fonts and effects available, you must send a
THMX file.

You may also want to send a PowerPoint template file (PPTX, POTX, etc.) as
well. And maybe a Word template (DOTX) and an Excel template (XLTX) as well.

In short, if you're talking about a POTX file, the user saves to his desktop
(or wherever). When the user double-clicks the POTX, a new PPTX file based
on the template opens. This is handy so you don't mess up your actual
template file. Remember -- a template file usually has sample slides in it.

If you're talking about a PPTX file, when the user double-clicks the PPTX,
*that file* opens and the user makes changes to it. They may even save the
changes by mistake.

I think that, in many ways, it's safer to provide a POTX. But it isn't
critical -- a PPTX will work just as well. You can even apply a PPTX as a
template.

Scenario: User opens old file, wants to apply new look. User goes to Design
tab | Browse for Themes. When they do this, all themed files show -- that
means POTX, PPTX and THMX will all show up, and the user can select any of
them to apply the underlying theme to the current presentation. These files
don't have to be stored anywhere in particular, really. (If you want them to
show up in the File | New | My Templates area, though, you must save them in
C:\Users\UserName\AppData\Roaming\Microsoft\Templates\ See
http://www.echosvoice.com/2007/whatgoeswhere.htm ) It's only THMX files that
have to be in a specific location so they show up in Page Layout (Word,
Excel) and the Design tab (PPT).

Probably you'll want to send a POTX and a THMX, is my guess.

--
Echo [MS PPT MVP] http://www.echosvoice.com
What's new in PPT 2010? http://www.echosvoice.com/2010.htm
Fixing PowerPoint Annoyances http://tinyurl.com/36grcd
PowerPoint 2007 Complete Makeover Kit http://tinyurl.com/32a7nx
 
:

Probably you'll want to send a POTX and a THMX, is my guess.

--
Echo [MS PPT MVP] http://www.echosvoice.com
What's new in PPT 2010? http://www.echosvoice.com/2010.htm
Fixing PowerPoint Annoyances http://tinyurl.com/36grcd
PowerPoint 2007 Complete Makeover Kit http://tinyurl.com/32a7nx

Echo:
Hmmm.... could you explain why I would want to provide end users with a POTX
and a THMX file? Can't I just have the "template" (slide masters and layouts)
be part of the THMX file and avoid confusion by sending out one file?

(sorry about the italics... a carryover from your message above and I have
no font controls!)

Christine
 
Christine said:
:

Probably you'll want to send a POTX and a THMX, is my guess.

--
Echo [MS PPT MVP] http://www.echosvoice.com
What's new in PPT 2010? http://www.echosvoice.com/2010.htm
Fixing PowerPoint Annoyances http://tinyurl.com/36grcd
PowerPoint 2007 Complete Makeover Kit http://tinyurl.com/32a7nx

Echo:
Hmmm.... could you explain why I would want to provide end users with a
POTX
and a THMX file? Can't I just have the "template" (slide masters and
layouts)
be part of the THMX file and avoid confusion by sending out one file?

Slide masters and layouts are included as part of the THMX, yes. So yes, you
can distribute just that one THMX file to users, and they'll get what they
need.

The other poster's (Scott) issue was described as a distribution thing --
what to tell users to do with the THMX file so it's located where they need
it. That becomes a little more difficult than just sending them a POTX file,
you know?
 
Gotcha... I thought I was misunderstanding some major foundational premis
regarding templates and Themes! Good to know I'm not losing my brain...at
least about this topic!

Our goal in my group is to eventually have IT push the Themes out to the end
users so I am just sticking with the THMX file. In the interim, I include
instructions with the path to the correct folder to place any Theme files
with the delivery of the final Theme to our customers. Confusion would ensue
if we sent out too many different formats.

Christine

Echo S said:
Christine said:
:

Probably you'll want to send a POTX and a THMX, is my guess.

--
Echo [MS PPT MVP] http://www.echosvoice.com
What's new in PPT 2010? http://www.echosvoice.com/2010.htm
Fixing PowerPoint Annoyances http://tinyurl.com/36grcd
PowerPoint 2007 Complete Makeover Kit http://tinyurl.com/32a7nx

Echo:
Hmmm.... could you explain why I would want to provide end users with a
POTX
and a THMX file? Can't I just have the "template" (slide masters and
layouts)
be part of the THMX file and avoid confusion by sending out one file?

Slide masters and layouts are included as part of the THMX, yes. So yes, you
can distribute just that one THMX file to users, and they'll get what they
need.

The other poster's (Scott) issue was described as a distribution thing --
what to tell users to do with the THMX file so it's located where they need
it. That becomes a little more difficult than just sending them a POTX file,
you know?

--
Echo [MS PPT MVP] http://www.echosvoice.com
What's new in PPT 2010? http://www.echosvoice.com/2010.htm
Fixing PowerPoint Annoyances http://tinyurl.com/36grcd
PowerPoint 2007 Complete Makeover Kit http://tinyurl.com/32a7nx
 
Nope, I don't think you misunderstood anything at all -- just maybe I didn't
explain very well. It's just hard to make a blanket statement that works for
all scenarios! And see? I think your decision makes perfect sense,
especially when IT will ultimately push out the themes.

And you know, it doesn't matter where they save the THMX file if they don't
care about the colors/fonts/effects being available for Word and Excel,
because when they double-click the THMX file, it will open a new, blank
presentation based on that THMX (complete with slide masters and layouts,
yup) in PowerPoint. So PowerPoint's pretty much taken care of -- it's Word
and Excel that *really really* need the THMX to be in a specific place.

Scott? Holler back if you have more questions. I'll do my best to address
them. (Same goes for the original poster, of course!)

--
Echo [MS PPT MVP] http://www.echosvoice.com
What's new in PPT 2010? http://www.echosvoice.com/2010.htm
Fixing PowerPoint Annoyances http://tinyurl.com/36grcd
PowerPoint 2007 Complete Makeover Kit http://tinyurl.com/32a7nx



Christine said:
Gotcha... I thought I was misunderstanding some major foundational premis
regarding templates and Themes! Good to know I'm not losing my brain...at
least about this topic!

Our goal in my group is to eventually have IT push the Themes out to the
end
users so I am just sticking with the THMX file. In the interim, I include
instructions with the path to the correct folder to place any Theme files
with the delivery of the final Theme to our customers. Confusion would
ensue
if we sent out too many different formats.

Christine

Echo S said:
Christine said:
:



Probably you'll want to send a POTX and a THMX, is my guess.

--
Echo [MS PPT MVP] http://www.echosvoice.com
What's new in PPT 2010? http://www.echosvoice.com/2010.htm
Fixing PowerPoint Annoyances http://tinyurl.com/36grcd
PowerPoint 2007 Complete Makeover Kit http://tinyurl.com/32a7nx

Echo:
Hmmm.... could you explain why I would want to provide end users with a
POTX
and a THMX file? Can't I just have the "template" (slide masters and
layouts)
be part of the THMX file and avoid confusion by sending out one file?

Slide masters and layouts are included as part of the THMX, yes. So yes,
you
can distribute just that one THMX file to users, and they'll get what
they
need.

The other poster's (Scott) issue was described as a distribution thing --
what to tell users to do with the THMX file so it's located where they
need
it. That becomes a little more difficult than just sending them a POTX
file,
you know?

--
Echo [MS PPT MVP] http://www.echosvoice.com
What's new in PPT 2010? http://www.echosvoice.com/2010.htm
Fixing PowerPoint Annoyances http://tinyurl.com/36grcd
PowerPoint 2007 Complete Makeover Kit http://tinyurl.com/32a7nx
 
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