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Accessing Confluence

The starting point is the following https://confluence.ecmwf.int/wiki. In order to gain full access, you must log in at https://apps.ecmwf.int/auth/login/ so that an ECMWF identity gives you read and write access to most content.

To have access to Confluence you must be correctly logged in (for example, using your certificate or ActivId) at https://apps.ecmwf.int/auth/login/

Default page

  1. At the top of the page there is the main theme header. It has
    1. A drop-down list listing all the spaces you have access to.
    2. Other tabs at the top of the page are for other Atlassian products (JIRA, Fisheye, Bamboo, etc)
    3. The "Browse" general menu
    4. The user name and "personal" menus
    5. The hierarchy show/hide control
    6. The notification workbox (https://confluence.atlassian.com/display/CONF43/Managing+Notifications+in+Confluence)
    7. The global search
  2. At the left-hand side, the space hierarchy panel
    1. The Page Hierarchy, showing a directory-like structure.
    2. The SPACE-only search.
  3. The content area with
    1. Title, menus and metadata at the top
    2. Actual user generated content
    3. "Likes", labels and comments at the bottom.

Dashboard

The Dashboard is a default landing area which gives and overview of the general activity in the system. The page has two columns. The first column shows information about the available spaces and the second about activities like page creations and comments. In the second column there are different "tabs" for:

  1. "Popular Content": Content that has been deemed popular due to the number of "Likes" or comments and the fact that has been modified recently.
  2. "All Updates": This tab will list all the updates in chronological order
  3. "Favourite Spaces": Lists all updates in any space that has been marked as "favourite" by the user.
  4. "Network": Any updates made by people in one's own network (following, followed, etc).
  5. "Space Categories": Any updates in a specific space category.

The full description of the Dashboard is here https://confluence.atlassian.com/display/CONF43/Dashboard

Creating content

Creating your own content. Finding or creating a space

Creating your new page

  • You are in the right space. The page will be created in the current space.
  • You are viewing the right parent page. Your new page page will appear in the hierarchy as a child page of the one where you are currently located.
  • Click the +Add option at the top-right corner of the page. Now you will have a number of options

Editing a new page

If you have chosen "Page" or "Page from Template" you will have now a new blank page

Working with content

Move and copy

There are two ways of moving content:

  1. Within the same space. Use the Tools/View in Hierarchy option. Then drag and drop the page into the new location. The URL won't change in this case, so all external links will work as usual.
  2. To a different space. Use the Tools/Move option and select the destination space and new parent page. The URL will be different now, as it will include a reference to the new space so external links will break, but internal links will work as usual.

To copy content use the Tools/Copy option. You will be editing a new page under the same parent provisionally titled "Copy of title of the original page". Write the new table, save it, and then move it to its new destination.

Restricting access

By default, the permissions for viewing and editing a page are set at the space configuration level. However, it is possible for users with the "Restrict" permission to set additional restrictions in a per-page basis that will apply also to their "child" pages. Use the Tools/Restrictions menu for that.

https://confluence.atlassian.com/display/CONF43/Space+Permissions+Overview

https://confluence.atlassian.com/display/CONF43/Page+Restrictions

Change history

A full change history is kept by Confluence. It is possible to compare different versions of a page and to restore any previous version. Use the Tools/Page History menu option.

https://confluence.atlassian.com/display/CONF43/Viewing+an+Older+Version+of+a+Page

https://confluence.atlassian.com/display/CONF43/Restoring+an+Older+Version+of+a+Page

Notifications: Watching and Sharing

If we are interested in getting notified whenever new content appears or current content gets updated, we can use the Watch feature. It can be used at the space and at the page level. If we "watch" a space (use the Browse/Advanced/Start watching this space or Start watching space blogs menu option) we will get an email and workbox notification whenever something changes in the space. If the "watch" a page (use the Tools/Watch menu option) then we will get a notification whenever the page is updated or a comment is made. If we comment or edit a page we will be added as watchers automatically.

We can not add other people as "watchers" unless we are the space administrator, but if we want to make somebody aware of changes in one of our pages we can "Share" the page with them so that they will get an email with a link to the page. If the destination person is interested in the page, he or she can then take the decision of "watching" it.

If we are making a trivial change in a page and we don't want to bother "watchers" too much, we can always uncheck the "Notify watchers" checkbox at the bottom of the edit page before saving the change.

https://confluence.atlassian.com/display/CONF43/Watching+a+Space

https://confluence.atlassian.com/display/CONF43/Watching+a+Page+or+Blog+Post

https://confluence.atlassian.com/display/CONF43/Subscribing+to+Email+Notifications+of+Updates+to+Confluence+Content

https://confluence.atlassian.com/display/CONF43/Managing+Notifications+in+Confluence

Mentions is another way of attracting attention to your pages, by making sure other users are "mentioned" and "notified" of the existence of the page.

https://confluence.atlassian.com/display/CONF43/Using+Mentions

Exporting and importing content

It is possible to export a Confluence page or page hierarchy (a page and all its children and descendants) in other formats. This may be interesting for printing, safekeeping or any other purposes. The available exports in the Tools menu are

It is possible to import content from a Word document by using the Tools/Import Word Document menu

Migration issues

For migration of content from Dokuwiki or from Twiki the best option for single pages is just to copy and paste the content from the browser displaying the Dokuwiki or Twiki page into the Confluence editor. For pages with lots of attachments or for wikis with a large amount of pages this method may not be practical and import systems like the Universal Wiki Converter https://marketplace.atlassian.com/plugins/com.atlassian.uwc can be explored. Results are not always perfect and manual editing may still be needed, but tools like the UWC can provide a good starting point and save some work.

Access for external users

The wiki is accessible from the internet. However, access is limited for anonymous users. If you want to give more access to an user (for example, to give access to your project space) the procedure would be:

External resources

https://confluence.atlassian.com/display/DOC/Confluence+Tutorial+Videos

https://confluence.atlassian.com/display/CONF43/Confluence+101

Wiki usages

Collaboration and communication via Wiki

Wiki as a Teaching Tool