Confluence Training

• 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
    • Example of document we'll create later in this session
  • 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 --> 
    • RAIS
  • It is up to you to decide the structure for your space
  • You can change it later

How to:

• Edit a page
• Add to do items
• Create a page (Profile for a talk)
  • Talk description
  • Bio text
  • Picture
  • Upload Resume
  • Headings
  • Table of Contents
• 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)

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
• 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