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User Side

Atlassian Confluence



• Getting Started with Confluence

• Creating Content

• Sharing Content

• Managing Changes and Notifications and Tasks

• Finding Content

• Organizing Content

• Customizing Confluence

• Giving People Access to Content

• Using Confluence on a Mobile Device

• Advanced and Special Uses of Confluence

Confluence User Side



• About Confluence

• Dashboard

• Page in View Mode

• Confluence Glossary

•

Keyboard Shortcuts

Getting Started with Confluence



• We can use Confluence to collaborate on writing and sharing content with our team.

• Confluence provides extra functionality that transforms it into a social collaboration

platform: We can,

Add a space for your team, then add a page or comment on someone else's page.

Share content by writing a blog post, sharing a link or calling someone's attention to

a page via @mentions. Form a social network and tell people what you are doing via a status update.

Add images, picture galleries, videos and more.

About Confluence



The dashboard is the front page of the Confluence site. It provides an overview of the

site, gives access to the spaces that you have permission to view, and displays a fewdifferent lists of the most recently updated content.

Dashboard



The images below show the menus and other controls on a typical Confluence page using the

default theme. The sidebar is on the left and the body is on the right of the page

Page in View Mode



• Administration Console: It is the interface for the global administration of

Confluence (Accessed only by Admin).• Administrators/ Site / System / Confluence Administrators: The Confluence

permission scheme allows the following main levels of administrator permissions:

System Administrator – full administrative access to Confluence.

Confluence Administrator – access to most of the Confluence administrative

functions, but excluding those which could compromise the security of the

Confluence system.• Camel Case (for wiki links): In Confluence, Camel casing can be turned on from

the Administration Console.

• Change Comment: It is a short description entered during the edit of a page to

record the changes being made in the edit.

• Child Pages: Creating child pages is a means of hierarchically organizing content

in Confluence. A child page can only have one parent page.

• Comments: A comment may be a remark, question, or any other additionalinformation you wish to add to a page pertaining to the topic the page covers. You

can comment on any page or news item in Confluence.

Confluence Glossary



• Custom Decorators: Decorator files are used to define layouts in Confluence.

They are vmd files and require knowledge of the language, Velocity, to edit.• Dashboard: The dashboard is the front page of a Confluence site. It provides an

overview of the site, access to all spaces, and displays a list of the most recently

updated content within them.

• Form Field Markup: It is a specialized markup used when creating page templates

in Confluence 4.2 and earlier. It is no longer needed, because the template editor

offers form fields as an option in the editor toolbar.

• Global Administrators: Same as a system administrator.

• Global Spaces: Known as Site Spaces, contain content on any theme or topic of

your choice.

• Hover Profile: The hover profile is the pop-up you see when the mouse pointer

pauses over a Confluence user's name. Use the hover profile to follow the user,

visit their profile, and more.

• JIRA: JIRA is Atlassian's award winning Issue tracking and project managementapplication.

• Labels: User-defined tag words assigned to pages to categorize content in

Confluence.

• Macros: A command wrapped inside curly braces {...} used to perform

programmatic functions and generate more complex content structures in

Confluence.

Confluence Glossary



• Blog Posts: It may be a journal entry, status report or any other timely information

pertaining to a space.• Notifications: An email message sent to you updating you of changes to pages &

spaces you choose to 'watch'.

• Orphaned Pages: An orphaned page is a page without any incoming links.

• Pages: Pages are the primary means of storing information in Confluence and are

the building blocks of spaces.

•

Parent Page: A parent page is a page that has one or more child pages. It mayitself be a child of another page.

• People Directory: Contains a list of all users in Confluence site, each user's name

links to their personal space.

• Permalink: A permalink is the URL used to link to specific content items like

comments.

• Personal Spaces: Personal spaces belong to particular users, and rather than

being listed on the Dashboard, are available from the People Directory.• RSS Feeds: It is a format for delivering summaries of regularly changing web

content. RSS is read by RSS newsreader programs. You will need an RSS reader

to subscribe to feeds within Confluence.

• RSS Reader : Specialized RSS program (also called aggregator) that displays the

contents of RSS feeds for you.

Confluence Glossary



• Site Spaces (Global spaces): Contain content on any theme or topic of your

choice.• Space Administrators: User with the 'Space Admin' permission for the space. He

can perform a host of functions relating to the management of a space and has

complete access to the space regardless of any other control settings or

permissions. Permissions for a space are only assigned and modified by space

administrators.

•

Spaces: A space is an area within Confluence, containing your pages, blog postsand other content. You can think of each space as a sub-site, or mini-site, each with

its own home page. Two types of spaces: site spaces and personal spaces.

• Templates: A pre-defined page that can be used as a prototype when creating

pages. Templates are useful for giving pages a common style or format.

• Themes: Themes are pre-defined 'look and feel' styles which are configured from

the administration menu and can be applied across Confluence or to a single

space.• Thumbnails: As of Confluence 4.0, all images on the page that aren't links are

displayed as thumbnails: when you click on an image the full-size image is

displayed in a pop-up.

• Tiny links: Shortened URL of a page which is useful when sending links to the

page, Eg. via email.

Confluence Glossary



• Trackback: A mechanism by which two sites can stay informed each time one site

refers to the other by means of trackback 'pings'. In Confluence, Trackback isenabled from the Administration Console.

• Trackback Auto discovery: A block of code that can be placed in a web-page to

describe where trackback pings should be sent for that page. When Trackback is

enabled, Confluence uses Trackback Auto discovery to ping pages that are linked

to, and to advertise its own pages as being able to receive pings.

•

Undefined Links: A link to a page that has not yet been created. Clicking on thepage link allows you create the page.

• User Profile: Every user account in Confluence is linked to a profile that contains

user related information and options to configuring user preferences.

• Watching a Page or Blog Post: When you watch a page, you are sent an email

notification whenever that page has been modified.

• Watching a Space: When you watch a space, you are sent an email notification

whenever content has been added or modified in that space.• Wiki: Pioneered by Ward Cunningham, and named after the Hawaiian word for

'quick', a wiki is a website that makes it easy for anyone to contribute pages, and

link them together.

• Wiki Markup: This is the markup used to write and edit page templates in

Confluence.

Confluence Glossary



There are a few ways to see this keyboard shortcuts dialog:

• Choose the help icon (?) at top right of the screen, and then choose Keyboard

Shortcuts

• When viewing a page, press Shift+?

• In the editor, choose the question mark icon on the editor toolbar

Keyboard Shortcuts



• Using the Editor

• Creating Attractive and Dynamic Pages

• Working with Templates

• Working with Blueprints

•

Working with the Office Connector• Importing Content Into Confluence

Creating Content



Creating a Space



Creating a Page/ Blog post



Using the Editor



Creating Attractive and Dynamic Pages



Working with Blueprints



Working with the Office Connector



Importing Content Into Confluence



• Network Overview

• Likes and Popular Content

• User Status Updates

• Using Mentions

•

Emailing a Page• Exporting Confluence Pages and Spaces to Other Formats

• Commenting on pages and blog posts

• Printing Confluence Pages

Sharing Content



Network Overview



Likes and Popular Content



User Status Updates



Using Mentions



Emailing a Page



Exporting Confluence Pages and Spaces to Other

Formats



Commenting on pages and blog posts



Printing Confluence Pages



• Watching a Page or Blog Post

• Watching a Space

• Managing Watchers

• Subscribing to Email Notifications of Updates to Confluence Content

• Subscribing to RSS Feeds within Confluence

• Managing Notifications in Confluence

• Managing Tasks in Confluence

Managing Changes and Notifications

and Tasks



Watching a Page or Blog Post



Watching a Space



Subscribing to Email Notifications of

Updates to Confluence Content



An RSS feed is a format for delivering summaries of regularly changing web content.Subscribing to an RSSfeed allows you to stay informed of the latest content from sites

that you are interested in.

Subscribing to RSS Feeds within

Confluence



Managing Notifications in Confluence



Managing Tasks in Confluence



• Searching Confluence

• Searching the People Directory

Finding Content



Searching Confluence



Searching the People Directory



• Working with Pages

• Working with Blog Posts

• Working with Spaces

• Working with Mail Archives

• Working with Confluence Labels

• Working with Favourites

• Working with Attachments

Organizing Content



Working with Pages



Working with Blog Posts

W ki i h S



Working with Spaces

W ki ith M il A hi



Working with Mail Archives



W ki ith F it



Working with Favourites

W ki ith Att h t



Working with Attachments

C t i i C fl



• Personal Customizations• Customizing the Look and Feel of a Confluence Space

• Requesting Add-ons

Customizing Confluence

P l C t i ti



Personal Customizations

C t i i th L k d F l f



Customizing the Look and Feel of

a Confluence Space

Requesting Add ons



Requesting Add-ons

Giving People Access to Content



•Page Restrictions

• Site Administrators and their Permissions

• Space Administrators and their Permissions

• Space Permissions Overview

• Users and Groups

Giving People Access to Content

Page Restrictions



Page Restrictions

Site Administrators and



Site Administrators and

their Permissions

Space Administrators and



Space Administrators and

their Permissions

Space Permissions Overview



Space Permissions Overview

Users and Groups



Users and Groups

Using Confluence on a Mobile Device



When you view a Confluence page on a mobile device, such as an iPhone or an iPad, Confluence

will display an optimised version of the page.

On your phone or other supported mobile device, you can

• View the Confluence dashboard, pages, blog posts, and user profiles.

• Add a comment to a page or blog post.

• Like a page, blog post or comment.

• Manage your personal tasks and notifications

You cannot add or edit pages or blog posts, or edit existing comments, using the mobile interface

Using Confluence on a Mobile Device

Advanced and Special Uses of



•Working with Confluence Markup

• Working with Confluence Gadgets

• Developing Technical Documentation on Confluence Wiki

• Developing a Knowledge Base on Confluence Wiki

• Developing an Intranet on Confluence Wiki

Advanced and Special Uses of

Confluence

Working with Confluence Markup



Confluence Storage Format - XHTML






Working with Confluence Gadgets



Working with Confluence Gadgets

Developing Technical Documentation on



• Step 1. Add your space

• Step 2. Set the space permissions

• Step 3. Customize the title and content of the space home page

• Step 4. Customize the Documentation theme

• Step 5. Create an inclusions library

• Step 6. Create the table of contents

• Step 7. (Optional) Customize the PDF layout and stylesheet

• Step 8. Save your new space as a template

Developing Technical Documentation on

Confluence Wiki

Developing a Knowledge Base on



•

Step 1. Add a space and select the Documentation theme• Step 2. Set the space permissions

• Step 3. Customize the title and content of the home page

• Step 4. Customize the Documentation theme

• Step 5. Create an inclusions library to manage reusable content

• Step 6. Create the table of contents

• Step 7. Give people an RSS feed they can subscribe to

• Step 8. Set up Atlassian's Content Survey and Reporting add-on

• Step 9. Insert Google Analytics code into Confluence's custom HTML

Developing a Knowledge Base on

Confluence Wiki

Developing an Intranet on



•

Step 1. Create a space• Step 2. Set the space permissions

• Step 3. Customize the title and content of the home page

• Step 4. Subscribe to email notifications for updates made to the space

• Step 5. Attach or import Office documents, if applicable

• Step 6. Import page templates and blueprints

• Step 8. Publish a blog post

Developing an Intranet on

Confluence Wiki

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