Atlassian Confluence 5 Essentials


Atlassian Confluence 5 Essentials
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Overview
Table of Contents
Author
Support
Sample Chapters
  • Create and manage project documentation with Confluence
  • Share and collaborate on documentation between departments and teams
  • Install, configure, manage, and extend Confluence

Book Details

Language : English
Paperback : 334 pages [ 235mm x 191mm ]
Release Date : June 2013
ISBN : 1849689520
ISBN 13 : 9781849689526
Author(s) : Stefan Kohler
Topics and Technologies : All Books, CMS and eCommerce, Enterprise

Table of Contents

Preface
Chapter 1: Getting Started with Confluence
Chapter 2: User Management
Chapter 3: Creating Content
Chapter 4: Managing Content
Chapter 5: Collaborating in Confluence
Chapter 6: Securing Your Content
Chapter 7: Customizing Confluence
Chapter 8: Advanced Confluence
Chapter 9: General Administration
Chapter 10: Extending Confluence
Index
  • Chapter 1: Getting Started with Confluence
    • Understanding the architecture
      • High-level architecture
      • Supported browsers
      • Data storage
      • Confluence Installation directory
      • Confluence Home directory
    • Installation options
      • Standalone and WAR distributions
      • Operating systems
      • Databases
      • Application servers
    • Installing Confluence
      • Installing Java
      • Installing PostgreSQL
        • Creating a user and a database
      • Installing Confluence
        • Unpacking Confluence
        • Configuring Confluence Home
        • Configuring the port
        • Configuring e-mail JNDI resource
        • Configuring HTTPS
        • Configuring Confluence as a service
    • Starting Confluence
      • Installation wizard
      • Setting up the e-mail server
    • Summary
    • Chapter 2: User Management
      • Understanding authentication
        • Password authentication
        • Seraph
      • Adding users
        • Manually adding users
        • Open registration
        • Inviting users
      • Managing groups
        • Creating groups
        • Adding users to groups
          • Editing group membership from the user details screen
          • Editing group membership via the group management screen
      • Administrating users
        • Searching for users
          • Using the simple user search
          • Using the membership search
        • Editing user details
        • Resetting the password
      • Public signup
      • External user directories
        • The effect of directory order
        • Limitations when using external directories
          • Build-in user management
          • Editing directories
        • Connecting to an LDAP directory
          • Connecting to LDAP
          • Server settings
          • LDAP schema settings
          • LDAP permissions
          • Advanced settings
          • User schema settings
          • Group schema settings
          • Membership schema settings
        • Connecting to a Crowd directory
          • Connecting to Crowd
          • Server settings
          • Crowd permissions
          • Advanced settings
        • Connecting to JIRA for user management
          • Connecting to JIRA
          • Server settings
          • JIRA server permissions
          • Advanced settings
      • Summary
      • Chapter 3: Creating Content
        • The basic concepts
          • Spaces
          • Pages
          • Blog posts
          • Comments
        • Adding global spaces
        • Adding pages
          • Adding a new page to Confluence
          • Creating a page from another page
          • Setting the location of a page
        • The Confluence editor
          • The toolbar
          • Formatting and autocomplete
            • Autoformatting
            • Autocomplete
            • Autoconverting
          • Drag-and-drop
        • Adding content
          • Styling
          • Macros
            • The macro browser
            • Editing macros
            • Macro keyboard shortcut
          • Panels
          • Page layouts and sections
            • Using page layouts
            • Using Section and Column macros
          • Tables
            • Editing a table
            • Keyboard shortcuts
            • Sorting the table
          • Attachments
            • Attaching files to a page
            • Attachment version management
            • Downloading attachments
            • Embedding attachments
          • Images
            • Displaying an attached image
            • Displaying an attached image on a different page
            • Displaying an image from a remote web page
            • Changing the image's appearance
            • Displaying images in a gallery
          • Links
            • Linking to Confluence pages
            • Linking to web pages
            • Linking to an anchor
            • Linking to a heading
            • Linking to an undefined page
          • Drafts
            • Changing the draft interval
            • Resuming editing a draft
            • Viewing unsaved changes
        • Working with content history
          • Viewing the page history
        • Importing content
          • Importing a Word document
            • Importing a Word document as a single page
            • Importing a Word document into multiple pages
        • Exporting content
          • Exporting a single page
          • Exporting a space
        • Summary
        • Chapter 4: Managing Content
          • Organizing your spaces
            • Changing the order of pages
              • Setting the page order to alphabetical
            • Orphaned pages
            • Archiving a space
          • Using Confluence labels
            • Content labels
            • Attachment labels
            • Using space categories
            • Viewing labels
            • Using labels to display content
              • The Content by Label macro
          • Tracking content
            • Watching content
              • Setting notification options
              • Watching a page or a blog post
              • Watching a space
              • Managing your watches
            • Favorites
              • Adding favorites
              • Viewing favorites
          • Searching Confluence
            • Quick navigation aid
            • Full and advanced search
              • "Did you mean"
              • Filtering results
              • Searching labels
            • The search syntax
          • Summary
          • Chapter 5: Collaborating in Confluence
            • Collaborating with other people
              • Mentions
              • Share content
              • Like
              • Status updates
                • Updating your status
                • Managing status updates
              • Displaying status updates
            • Working with notifications
              • Managing your notifications
              • Included notifications
              • Configuring workbox notifications
                • Enabling workbox notifications
                • Including notifications from JIRA
                • Sending notifications to another Confluence server
            • Working with tasks
              • Working with personal tasks
              • Working with tasklists
                • Managing tasks on a page
            • Confluence on your mobile device
              • Viewing
              • User profiles
              • Searching
              • Notifications and tasks
              • Notes about the mobile interface
            • Summary
            • Chapter 6: Securing Your Content
              • Accessing the content
                • Global permissions
                  • Updating global permissions
                  • Overview of the global permissions
                  • Comparing the administration roles
                  • Notes on global permissions
                • Space permissions
                  • Overview of the permissions
                  • Managing space permissions
                  • Setting default space permissions
                • Page restrictions
              • Confluence security
                • Secure administrator sessions
                • Atlassian security advisory
                • Limiting access to Confluence administration
                • Best practices
              • Summary
              • Chapter 7: Customizing Confluence
                • The Confluence dashboard
                  • The Confluence home page
                  • The welcome message
                    • Restoring the default welcome message
                    • Removing the Get Started text
                    • Including content from another page
                • Themes
                  • The Default Theme
                    • Configuring the theme
                  • The Documentation Theme
                    • Configuring the theme
                • Look and feel
                  • Confluence logo
                  • Space logo
                  • Color schemes
                • Advanced customizing
                  • The default space content
                  • Custom HTML
                  • Custom stylesheets
                  • Site layouts
                • Summary
                • Chapter 8: Advanced Confluence
                  • Templates
                    • Using templates
                    • Creating templates
                      • Space templates
                      • Global templates
                      • Adding content to your template
                    • Importing templates
                      • Checking installed template bundles
                      • Making templates available for usage
                  • User Macros
                    • Managing user macros
                    • Writing user macros
                    • Writing a user macro template
                      • A descriptive header
                      • Parameters
                      • Template code
                  • The Page Properties macro
                  • Shortcut links
                    • Creating a shortcut link
                    • Using shortcut links
                  • Summary
                  • Chapter 9: General Administration
                    • Working with add-ons
                      • The Marketplace
                      • The Universal Plugin Manager
                        • Online and offline modes
                        • Finding new add-ons
                        • Installing add-ons
                        • Updating add-ons
                        • Removing installed add-ons
                        • User requests for add-ons
                    • Content indexing
                      • Rebuilding the indexes
                      • Changing the indexing language
                    • Application links
                      • Adding an application link
                      • Editing an application link
                      • Space project links
                      • Configuring authentication
                        • Trusted applications authentication
                        • OAuth authentication
                        • Basic HTTP authentication
                    • Using Application Navigator
                      • Adding a new link
                      • Managing links
                    • Getting support
                      • Atlassian Answers
                      • Atlassian Support
                        • Atlassian Support tools
                        • Raising a support ticket
                      • Atlassian experts
                    • Summary
                    • Chapter 10: Extending Confluence
                      • The Atlassian Plugin SDK
                        • Installing the Atlassian Plugin SDK
                          • Prerequisites
                          • Setting up the Atlassian SDK
                        • Commands
                          • Creating a new plugin
                          • Adding a new module to your plugin
                          • Running a plugin in an application
                          • Running a specific version of an application
                          • Using the Maven Command Line Interface (CLI) plugin
                          • Running a standalone application
                          • The help command
                          • Maven
                          • The plugin descriptor
                          • Using a development environment
                      • Building your first plugin
                        • Creating the plugin project
                        • Updating the generated code
                          • Adding plugin metadata to the POM file
                          • Verifying your Confluence version
                          • Cleaning up the plugin skeleton
                        • Adding a new macro module
                          • Implementing the macro interface
                          • Implementing the getBodyType and getOutputType methods
                          • Implementing the execute method
                        • Building, installing, and running your plugin
                        • Adding resources
                        • Releasing your plugin
                          • Setting distributionManagement
                      • Plugin module types
                        • Generic module types
                        • Confluence-specific module types
                        • The plugin module types in detail
                          • XWork
                          • Web Sections
                          • Web Items
                      • Online resources
                      • Summary

                      Stefan Kohler

                      Stefan Kohler is senior Atlassian consultant for 42, a company that specializes in Atlassian and is known for its expertise in the field. Stefan was in a big way responsible for setting 42 on Atlassian's path and making sure the company has a solid plugin development, consultancy and support offering. Stefan is a much sought-after consultant, requiring his agenda to be planned months ahead. Within the community, Stefan is a person of some renown, having set up the Dutch chapter of the Atlassian User Group in 2010. He has written a number of award-winning add-ons for Confluence and Stash, and has scored an Atlassian prize for the best website. On Atlassian Answers, Stefan is a highly appreciated contributor with his useful answers and suggestions. Stefan has extensive experience with designing and deploying Atlassian solutions. He has got Atlassian solutions working for many customers, in various industries, such as Software Engineering, Healthcare, Government, and Finance.
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                      Submit Errata

                      Please let us know if you have found any errors not listed on this list by completing our errata submission form. Our editors will check them and add them to this list. Thank you.


                      Errata

                      - 4 submitted: last submission 12 Mar 2014

                      Errata Type: Technical Page No: 10

                      All directories mentioned in the table start should start with non-capital (lowercase) letters

                      Errata Type: Typo Page No: 2

                      In the paragraph on Chapter 4: "...keep track of you content." should read "...keep track of your content."

                      Errata Type: Typo Page No: 11

                      The last line on page is:
                      If you have more then 4 GB of memory…
                      This should be
                      If you have more than 4 GB of memory….

                      Errata Type: Typo  | Page No: 47

                      The line "The Forgot you password? link allows a user to ask for a password reset."

                      Should read "The Forgot your password? link allows a user to ask for a password reset."

                      Sample chapters

                      You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

                      Frequently bought together

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                      Price for both: $43.05

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                      What you will learn from this book

                      • Install and configure Confluence 5 correctly and efficiently
                      • Control access to Confluence, securing your company’s valuable information and keeping it private
                      • Create compelling and engaging content that’s well organized and easy to find
                      • Share content effectively between and across teams for better collaboration
                      • Use tasks and mentions to involve other people in Confluence and your process
                      • Best practices for installing, configuring, running, and extending Confluence
                      • Customize Confluence to make it look and feel a part of your organisation
                      • Extend Confluence with add-ons to add extra functionality and integration

                      In Detail

                      Every idea, concept, and project needs documentation, which is traditionally kept in a variety of documents on different devices. Confluence 5 centralizes that documentation and provides it in one single location, available from almost any device and location.

                      Atlassian Confluence 5 Essentials is a practical, hands-on guide explaining not only how to install and administrate Confluence, but also everything you need to create, share, and collaborate on your documentation. This book will give you everything you need to get started with Confluence.

                      Before you can start creating content, Confluence needs to be available. That is exactly where we start with this book; installing Confluence. Through a number of clear, practical exercises you will go from installation and administration, to creating content and involving your teammates.

                      This book will teach you how to quickly create compelling content. You will learn how to involve your teammates in the process, using the Confluence workbox and share features. You will learn how Confluence can be customized with regards to look and feel, extra functionality, and integration with other tools, so that there is nothing in your way when you want to introduce Confluence 5 within your organisation.

                      If you need to develop better collaboration on mission critical projects, then this book is for you!

                      Approach

                      Atlassian Confluence 5 Essentials is written in a friendly, tutorial style packed full of practical information to help get you started with Confluence and collaborating on projects more efficiently.

                      Who this book is for

                      If you just started with Confluence, as a user or administrator, this book will give you a running start and teach you everything you need to know. This book will also appeal to veteran users as it will give you new insights and tricks for how to use Confluence even more efficiently. All you need to get started with this book is some basic knowledge on how to use an Internet browser. As an administrator, you will need some basic knowledge about your organization’s standard operating environment to install Confluence.

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