Topics for 9/8/2015 Brown Bag

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 Mark R. Wheeler 09 Sep 2015
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	General purpose tool (blogs, document sharing, task management, websites, email archive, forms, etc.) Project, team, service, or department restricted or public websites Templated content where a summary is needed Sharing or collaboratively developing documents with others	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.	Forms Simple Workflow Surveys	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	Blogs Simple public website (e.g.: Research group web site)	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	Sharing documents with others on and off campus Sharing documents with other computers you use Simple document workflows (e.g.: having students upload web content) Backing up critical files (use Box Sync)
7	File Share	Document storage and management	Storing large numbers of documents in a structured way Sharing documents with people in your department Much better than storing files only on your computer Secure document storage
4	docs.google.com	Office documents on the web. Multiple people can edit them at the same time	Document that multiple people need to edit or comment on at the same time Very simple forms with data stored in spreadsheet
8	outlook.cornell.edu shared account	Shared email and calendar account that can be used by multiple people	Email archive Office or service email address	Avoid using personal email addresses as the definitive address for a service or office.
2	sharepoint	Work group website, document repository, workflow engine, etc.	Similar to Confluence Allows building of applications (not easily)	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	Department or college websites where pictures and stories may be used in different sections. Can support very complex sites	Drupal is growing in popularity on campus for large complex sites
11	CommonSpot	Web Content Management System	Department or college websites where pictures and stories may be used in different sections. Can support very complex sites	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	Meeting notes shared via email ??? (I don't have much experience with OneNote)

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

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Topics for 9/8/2015 Brown Bag

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