Introduction

  • Goal is to give you some ideas to explore further
    • Confluence compared to other services
    • Creating a Confluence Site
    • Creating a list of pages
    • Using Templates
  • Happy to meet with you one on one or in a group
  • Please interrupt and ask questions
  • From Yesterday

Confluence Training Materials

Browser based collaboration services used on campus

Browser based collaboration services used on Campus

This list is incomplete and is based on Paul Davis' understandings. It has not been broadly vetted. Please add comments and corrections.

#TypeServiceDescriptionBest ForNotes
1Web site

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 documents or collaboratively developing documents

It's strength is that it is so general purpose.
Other than its Wiki feature, it's not the best
at any of its other major features.

Recommended

2Doc mgmtcornell.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 and getting it approved)
    • Backing up critical files (using Box Sync)
Recommended
3Doc mgmtFile ShareDocument 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
Not browser based
4

Doc mgmt

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

Recommended for multiple concurrent authors or
reviewers, but not formally supported by Cornell for
staff and faculty.

 

5Doc mgmtSharepointWork 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. Works best in a Windows/Microsoft only environment.

6Doc mgmtTeamForgeDeveloper tool that has
document management,
issue management, wiki, release management, version control, etc.
    • General purpose developer tool
Primarily a developer tool, but was used heavily before
Confluence to allow sharing and commenting on documents.
Very few non-developer users now. Not recommended.
7Formscornell.
qualtrics.edu		Survey tool. Simple or complex forms.
    • 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)

Recommended

8Emailoutlook.
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.

Recommended

9NotesEvernote.comNote gathering that
syncs to all devices
and shares
    • Capturing notes, especially website clippings, and sharing them with a limited workgroup
    • Searching through huge volumes of notes
    • Excellent document or whiteboard photos
Great for capturing whiteboard photos to post to confluence,
or email. Not formally supported by Cornell.
10NotesOneNoteNote taker with ability
to share on the web
    • Meeting notes shared via email
    • ??? (I don't have much experience with OneNote)
 
11Web siteblogs.
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.
12Web siteDrupalWeb 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. Best to hire a specialist to set up.

Recommended

13Web siteCommon SpotWeb 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. Not recommended.

Creating Confluence Sites

Lists of Pages – Our Symposium Example

  • Create parent page
  • Include Children
  • Using Excerpts
  • Using Page Properties
  • Other examples

Templates

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