Confluence is a great collaboration, documentation, and file repository tool and can be easily used in conjunction with your existing Jira instance. Attendees will learn the basics of Confluence and how to use it most effectively as they build content and collaborate with co-workers. They’ll learn how to navigate within the hierarchical content structure and will gain hands-on experience by performing many of the most common tasks in Confluence. Attendees will learn how to create and edit documents, known as pages, as well as format these documents and how to organize pages in Confluence’s environment.  In addition, they will learn to add many types of media to their documents and use embedded formatting tools to create robust content. They’ll also learn the basics of using blueprints and macros. Attendees will learn how to use Confluence not just as a repository of content, but also as a collaborative working environment where information is shared through its social network feature as they explore how to create and configure spaces. As part of the space administration process, they learn how to manage users and permissions within a space. Attendees will work with the product requirements blueprint and learn how to create a link to a Jira issue. Learn the best practices of this highly customizable tool to use Confluence to its fullest extent.  Our instructors will teach you everything you need to know to use and administer this application from their real-world experience.

Audience: Anyone who uses Confluence
Course Duration: 2 Days
Prerequisites:

No prior experience is presumed

Course Objectives:
  • Demonstrate how to navigate inside of Confluence’s hierarchical environment
  • Create, edit, and format documents in Confluence
  • Show how to create or modify content using embedded formatting tools
  • Work collaboratively with co-workers inside of Confluence
  • Use Confluence’s social network features such as like, share, and comment
  • Link documents to content inside and outside of the Confluence environment
  • Demonstrate how to use macros to create robust content
  • Work with macros and add-ons – Create, edit, and sort data in tables
  • Use and modify blueprints and templates
  • Use advanced content creation tools
  • Set up users and permissions
  • Create and configure spaces
  • Configure global settings
  • Install macros and add-ons
Course Outline:

Confluence Background

  • Overview
  • Capabilities
  • Navigation
  • Shortcuts

Managing your profile

Introduction to spaces

  • Spaces overview
  • Sharing & permissions
  • Space tools
  • Lab: Spaces Q&A

Managing a personal space

  • Creating (drafts/publishing)
  • Editing
  • Page properties
  • Sharing & Permissions
  • Lab: Set up spaces /Restrict spaces /Set properties

The Nature of Collaboration

  • Environment and context
  • The nature of collaboration
  • Keys to effective collaboration
  • Roles in collaboration: Users, Managers & Admins
  • The Confluence collaboration life cycle
  • Lab: Collaboration Exercise

Organizing information

  • Information Architecture
  • Understanding adoption
  • Best Practices
  • Confluence examples
  • Products, Projects & Teams
  • Lab: Create teams /outline information needs

Confluence Administration

  • Users & Confluence
  • Includes invitations
  • Roles & permissions & security
  • Creating new spaces
  • Lab: Update users, create spaces and assign users

Managing global spaces

  • Global space overview
  • Creating a global space
  • Sharing & permissions
  • Blueprints & templates
  • Lab: Create product, project & team pages

Working with Pages

  • Confluence pages as working tool & knowledge base
  • Versioning and drafts
  • Collaborative editing
  • Attachments
  • Tasks
  • Blogs
  • Importing & Exporting
  • Macros
  • Jira integration
  • Plug-ins
  • Dashboards
  • Labs: Edit space pages to achieve specific lab goals

Permissions

  • What users can see and do
  • Space permissions
  • Global permissions
  • Page permissions

More Administration

  • Look and Feel Adjustments
  • Exporting and backing up spaces
  • Archiving and deleting spaces
  • Blueprints & templates
  • Confluence permissions
  • Content maintenance (update and archiving)
  • Archived Spaces

Developing a Confluence Framework

  • Outline the initial implementation
  • Outline initial minimal architecture
  • Use existing artifacts for quick sketch
  • Document the sketches
    • Groups
    • Permissions
    • Taxonomies
  • Determine iteration properties
    • Hypothesis and tests
    • Iteration time frame
    • Identify evaluation metrics
    • Identify broad set of test users
    • Identify find the and where is scenarios
    • Update content/architecture based on feedback