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Book preview
Atlassian Confluence 5 Essentials - Stefan Kohler
Table of Contents
Atlassian Confluence 5 Essentials
Credits
About the Author
About the Reviewers
www.PacktPub.com
Support files, eBooks, discount offers and more
Why Subscribe?
Free Access for Packt account holders
Instant Updates on New Packt Books
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the example code
Errata
Piracy
Questions
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
Generating a certificate
Configuring Tomcat
Redirecting traffic to HTTPS
Configuring Confluence as a service
Starting Confluence
Installation wizard
Setting up the e-mail server
Summary
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
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
Multimedia
Office files and PDF
Drag-and-drop
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
Aligning your image
Displaying images in a gallery
Links
Linking to Confluence pages
Using Autocomplete
Using the Insert Link dialog
Using copy and paste
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
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
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
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
Page restriction hierarchy
Inheritance
Managing page restrictions
Confluence security
Secure administrator sessions
Atlassian security advisory
Limiting access to Confluence administration
Best practices
Summary
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
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
Including another macro
The Page Properties macro
Shortcut links
Creating a shortcut link
Using shortcut links
Summary
9. General Administration
Working with add-ons
The Marketplace
The Universal Plugin Manager
Online and offline modes
Information transmitted by the UPM
Switching to offline mode
Finding new add-ons
Installing add-ons
Installing directly via the Marketplace
Installing by file upload
Updating add-ons
Removing installed add-ons
User requests for add-ons
Viewing user requests
Disabling user requests
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
Submitting a support request via Confluence
Atlassian experts
Summary
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 pom.xml file
The plugin descriptor
Using a development environment
Installing Eclipse on Windows
Installing the Maven Eclipse plugin
Configuring the Maven plugin
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
Releasing your plugin without revision control
Plugin module types
Generic module types
Confluence-specific module types
The plugin module types in detail
XWork
The module descriptor
The action class
Web Sections
The module descriptor
Web Items
The module descriptor
Online resources
Summary
Index
Atlassian Confluence 5 Essentials
Atlassian Confluence 5 Essentials
Copyright © 2013 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: June 2013
Production Reference: 1030613
Published by Packt Publishing Ltd.
Livery Place
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Birmingham B3 2PB, UK.
ISBN 978-1-84968-952-6
www.packtpub.com
Cover Image by Eugenio Dal Monte (<e_dm@fastwebnet.it>)
Credits
Author
Stefan Kohler
Reviewers
Gregory Kneller
Alek Lotoczko
Jurriaan van Reijsen
Emma Rush
Acquisition Editor
Andrew Duckworth
Lead Technical Editors
Amey Varangaonkar
Savio Jose
Technical Editors
Jalasha D'costa
Pushpak Poddar
Amit Ramadas
Project Coordinator
Leena Purkait
Proofreader
Chris Smith
Indexer
Tejal Soni
Graphics
Abhinash Sahu
Production Coordinator
Shantanu Zagade
Cover Work
Shantanu Zagade
About the Author
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.
I would like to thank my family and friends for all their support and understanding during this project. A special thanks goes to Eric Meijer and 42 for making it possible for me to take on this project. I would also like to thank all the editors and reviewers for their efforts and much appreciated feedback.
About the Reviewers
Gregory Kneller started as a software developer in 1991, focusing on developing and implementing order-, task- and content-management systems for business customers. Before 200x, the main instruments for such kind of tasks were MS Access, Turbo C, and Borland Delphi. In 2000, he changed to web development and created a couple of custom CMS and data management systems with a web interface that were used by his customers.
Gregory's main concerns are usability, value for business, and team collaboration. He started implementing DHTML and XMLHttpRequest for developing frontends in 2003. These technologies were very new at that time; however, they promised rich user interfaces and communication features for project teams.
During that time, Gregory was looking for the best tool that has a web interface, which provides good usability, enough flexibility in order to adjust it to a variety of business requirements, and which does not require deep development at its customization. He probed many web tools such as Drupal, Typo3, Mambo-Joomla!, Tikiwiki, and a few others.
In 2007, being a Front Office Support Engineer in Deutsche Bank, he got acquainted with the Atlassian tools, JIRA and Confluence, and he decided that they are exactly the instruments he was looking for.
Since 2010, Gregory works as an independent contractor and he provides services of business customization, technical change management, enterprise integration, technical project management, and advanced administration for JIRA and Confluence. Alstom, UNFCCC, and ZDF are a few names among his clients.
Alek Lotoczko is an IT professional with more than 30 years' experience. For the last decade, Alek has specialized in the field of intranet and digital workplace solutions, with an emphasis on exploiting social networking elements within the corporate firewall environment.
Alek has worked with global companies in the banking, marine transportation, manufacturing, and logistics sectors.
Jurriaan van Reijsen has an M.Sc. degree (1982), and is a learning technology consultant at The Courseware Company in the Netherlands. He has implemented Confluence in several of the top 100 Dutch companies and helped those organizations to devise their knowledge strategy. Moreover, Jurriaan is a Ph.D. researcher at Utrecht University. His research focuses on the influence of knowledge networks on organizational learning, and his papers have been published in the proceedings of several leading international conferences. Jurriaan studied Information Science at Utrecht University and graduated on the topic of Knowledge Management.
Emma Rush is an Atlassian product specialist. She began as a developer, and now works as a consultant and technology evangelist, helping organizations to use applications to manage their development life cycle and business processes.
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Preface
Atlassian Confluence 5 Essentials is a practical hands-on guide introducing you to Atlassian Confluence, a powerful enterprise collaboration tool for teams to create, share, and discuss their content.
This book will show you how to install and manage your own Confluence installation. You will learn how to configure and customize Confluence to adapt it to your organization and add value to your business. The chapters in this book are structured to guide you through all the key aspects of managing and using Confluence.
You will start by setting up your own Confluence installation and will be introduced to all the key features in subsequent chapters. With each chapter, you will learn important concepts such as creating engaging content, sharing information, and engaging users to collaborate with each other.
This book is an in-depth guide to all the essential aspects of Atlassian Confluence. Packed with examples and step-by-step instructions, this book will help you become a Confluence expert.
What this book covers
Chapter 1, Getting Started with Confluence, will guide you through the installation process of Confluence and will give you a local installation, which will be used throughout the book. By the end of the first chapter you should have a running Confluence installation.
Chapter 2, User Management, covers how you can invite and register new users to join you in the content collaboration process. We will also go over how to connect Confluence to an existing user directory such as LDAP.
Chapter 3, Creating Content, is maybe the most important chapter, as content is king. We will go through the concepts of spaces, pages, and blog posts to explain how to add content to Confluence. Confluence's rich text editor has many features and in this chapter we will learn to master a large part of those by creating our first pages.
Chapter 4, Managing Content, focuses on how to find relevant content and how to use watches to keep track of you content. Confluence comes with a powerful search engine, which we will know all about by the end of this chapter.
Chapter 5, Collaborating in Confluence, goes into Confluence on a day-to-day basis. We will go into how to involve people in the content creation process using mentions and shares, and how to keep track of things using tasks. If you are on the road, Confluence mobile will keep you in touch with the latest content, tasks, and notifications.
Chapter 6, Securing Your Content, covers the options available for keeping your private information private. Confluence allows permissions to be set on a global, space, and content-specific level, giving us the fine-grained security an enterprise solution needs.
Chapter 7, Customizing Confluence, will go over the different features for changing the look and feel of Confluence so that we can add some company branding to our instance or just to a space.
Chapter 8, Advanced Confluence, covers many different advanced topics such as content templating, and working with metadata and keyboard shortcuts.
Chapter 9, General Administration, goes in-depth to find and manage add-ons to Confluence. Add-ons can add extra functionality or integrations. If you have problems with your Confluence installation and need support, this chapter will guide you to getting support from Atlassian or a local expert.
Chapter 10, Extending Confluence, focuses on some basics and possibilities of add-on development. By the end of the chapter you should know where to start if you would like to build an add-on, and on which level we can extend Confluence.
What you need for this book
The Confluence installation used in this book will be the Windows standalone distribution (ZIP), which you can get directly from Atlassian at www.atlassian.com/software/confluence/download.
At the time of writing, the latest version of Confluence was 5.1.1.
You will also need several additional software libraries including Java SDK, which you can get from http://www.oracle.com/technetwork/java/javase/downloads/index.html and PostgreSQL, which you can get from http://www.postgresql.org/download/.
Who this book is for
If you have 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. Even if you have been using Confluence for a while now, this book can give you new insights and tricks on how to use Confluence even more efficiently.
Conventions
In this book, you will find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their meaning.
Code words in text are shown as follows: Create a file called local_machines_only.conf in your Apache configuration directory.
A block of code is set as follows:
16
>
/images/icons/config.gif
Any command-line input or output is written as follows:
netstat –a | find /I 1990
New terms and important words are shown in bold. Words that you see on the screen, in menus or dialog boxes for example, appear in the text like this: Clicking the Next button moves you to the next screen
.
Note
Warnings or important notes appear in a box like this.
Tip
Tips and tricks appear like this.
Reader feedback
Feedback from our readers is always welcome. Let us know what you think about this book—what you liked or may have disliked. Reader feedback is important for us to develop titles that you really get the most out of.
To send us general feedback, simply send an e-mail to <feedback@packtpub.com>, and mention the book title via the subject of your message.
If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, see our author guide on www.packtpub.com/authors.
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Now that you are the proud owner of a Packt book, we have a number of things to help you to get the most from your purchase.