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Atlassian Confluence 5 Essentials
Table of Contents
Atlassian Confluence 5 Essentials
Credits
About the Author
About the Reviewers
www.PacktPub.com
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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
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