Summary of Confluence Tutorial for Beginners: 1+ Hour Confluence Training Course

Main Ideas and Concepts

• Introduction to Confluence:

  The tutorial is designed for beginners to understand and utilize Confluence, a collaborative Wiki Application developed by Atlassian. The course is led by Dan Lefeb, an expert in consulting and developing workflows for organizations using Confluence.

• Understanding Confluence Licenses:

  There are three primary licenses for Confluence: Cloud, Server, and Data Center. Confluence Cloud is a SaaS model where updates are automatic, while Server and Data Center require local installation and management. Server is being phased out, with support continuing until 2024.

• Key Terms in Confluence:
  • Wiki Application: Software designed for collaborative editing via a web browser.
  • Pages: The main content units in Confluence where text, images, tables, and attachments are stored.
  • Macros: Tools to pull dynamic content into pages, such as linking Jira issues.
  • Spaces: Organizational units in Confluence that hold pages, similar to projects in Jira.
• Types of Spaces:
  • Personal Spaces: Individual areas for users to store content privately or draft materials.
  • Team Spaces: Collaborative areas meant for team use, with more administrative control.
• Creating and Managing Spaces:

  Users can create Personal Spaces easily, while Team Spaces require administrative permissions. Spaces can have their home pages set, and users can manage permissions for who can access their spaces.

• Page Management:

  Users can create pages using templates, edit existing pages, and manage drafts and unpublished versions. The editing interface allows for various formatting options, including adding macros to display content from other Atlassian products like Jira.

• Space Settings:

  Administrators can manage space settings, including permissions, templates, and integration with other applications. Hidden pages and undefined pages can be managed through the space settings.

• Deleting and Archiving Spaces:

  Spaces can be deleted permanently, with no recovery option, or archived to hide them without deletion.

Methodology/Instructions

• Creating a Personal Space:

  Go to the top right and select "Add Personal Space." Name the space and click "Create."

• Managing Space Permissions:

  Navigate to space settings. Adjust permissions for groups or individual users.

• Creating a New Page:

  Click the "Create" button or use the keyboard shortcut (C). Choose a template if desired, fill in the content, and publish.

• Editing an Existing Page:

  Open the page and click the pencil icon or press (E) to edit. Make changes and use the preview option to see unpublished changes.

• Setting a Home Page:

  Go to space settings and edit the space details to change the home page.

• Deleting a Personal Space:

  Access space settings, go to "Manage Space," and select "Delete Space."

Speakers/Sources Featured

• Dan Lefeb: Course instructor and Confluence expert.
• Atlassian: Company behind Confluence and Jira, providing the software and support.

Notable Quotes

— 03:02 — « Dog treats are the greatest invention ever. »

Category

Educational

Video