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- Intro
- Today we'll talk about how people use Confluence, content editing and creation, and a little bit about content organization
- We'll go through things relatively quickly, with the intent that this will give you a menu to explore further on your own
- Please stop me and ask questions
- Tomorrow we'll go into when to use Confluence and structuring content with templates, forms, and macros
- Example sites
- This page is at https://confluence.cornell.edu/display/RAS/Confluence+Training
- Using Confluence for meeting notes
- Meeting notes in separate pages and another example (restricted)
- Meeting notes In one long page
- Attachings screenshots and editable diagrams (restricted)
- Tracking tasks (restricted)
- Getting feedback on documents
- Project Sites
- Expense Review Implementation – Makes heavy use of the built in templates
- Research Administration Support – Makes use of include excerpt macro to bring table of contents from one page to the summary on the homepage
- RASS Vendor Selection – (restricted) Makes heavy use of the built in and custom templates
- RAIDR – Uses the "Documentation" Theme
- RASS
- Document sharing site
- IACUC – (restricted) Uses tables of attachments, Uses page properties listing to show table of form fields
- Department Site -->
- It is up to you to decide the structure for your space
- You can change it later
How to:
- Edit a page Mark R. Wheeler
- Add to do items
- Create a page (Profile for a talk)
- Talk description
- Bio text
- Picture
- Upload Resume
- Headings
- Table of Contents
- We also created a meeting minutes example
- Commenting (on profile we just created)
- Addressing Comments by having 2 windows open
- Menus
- Help
- Bread Crumbs
- Watching pages
- Menu items of interest
- Favourite
- Link to this page – Short link for emailing
- View Source
- Export to PDF / Word
- Move
- Your Account
- If we have time
- Page layout, columns and sections, panels
Gliffy (restricted) – Did not get to this
Topics for 9/9/2015
- When to use Confluence or other web services such as Qualtrics, blogs.cornell.edu, cornell.box.com, docs.google.com,outlook.cornell.edu, Sharepoint, and Drupal
| # | Service | Description | Best For | Notes |
|---|---|---|---|---|
| 1 | Confluence.cornell.edu | Quick web page builder with strong templating and content pipelining capability |
| It's strength is that it is so general purpose. It's not the best at any of it's major features. |
| 5 | cornell.qualtrics.edu | Survey tool. Simple or complex forms as well. |
| RAIS has developed simple workflows based on emailing completed forms. Each approver receives a copy of the completed form and replies to the service administrator with their assessment (approve or not) |
| 9 | blogs.cornell.edu | Word Press Blog site specific to Cornell |
| Best for less than ~100 pages with relatively few contributors...unless it's a blog, or blog like site. IWS can be hired for a small fee to set up a site for research groups. |
| 6 | cornell.box.com | Document storage and management on the web and synced to your computer |
| |
| 7 | File Share | Document storage and management |
| |
| 4 | docs.google.com | Office documents on the web. Multiple people can edit them at the same time |
| |
| 8 | outlook.cornell.edu shared account | Shared email and calendar account that can be used by multiple people |
| Avoid using personal email addresses as the definitive address for a service or office. |
| 2 | sharepoint | Work group website, document repository, workflow engine, etc. |
| Doesn't deal with large numbers of documents well. Requires IT staff to set up and administer access, sites, etc. |
| 10 | Drupal | Web Content Management System |
| Drupal is growing in popularity on campus for large complex sites |
| 11 | CommonSpot | Web Content Management System |
| CommonSpot was the most common web CMS for large sites on campus, but is being overtaken by Drupal |
| 3 | OneNote | Note taker with ability to share on the web |
|
- Creating confluence sites
- Managing users and permissions
- Using Macros to organize and/or include content from other pages
- Include Children
- Using labels
- Include Excerpts
- Page Properties
- Including Jiras
- Blogs
- Email archive
- Using Templates to structure content
- Examples
- Forms
- Document management
- Project docs
- Work Breakdown
- Meeting Notes
- Requirements documents
- Using built in templates
- Creating templates
- Examples