Course Taxonomy: Technology Platforms

Module 1: Setting Up a Space

• Introduction to Confluence Spaces
  • Definition of spaces (personal vs. site spaces)
  • Organizing content in hierarchies
  • Space keys and their importance
• Permissions and Administration
  • Global vs. space-level permissions
  • Creating personal and site spaces
  • Default and customized space permissions
  • Recovering space permissions
• Controlling Access
  • Page-level restrictions (view vs. edit)
  • Inheritance of restrictions
  • Requesting and granting access to restricted pages
  • Inspecting permissions

Lab 1 – Accessing Your Lab Environment (5 min)

• Log into Confluence site

Lab 2 Exercise 1 – Create a Space and Manage Permissions (15 min)

• Create a Knowledge Base Space
• Change Space Permissions to Default
• Create a Team Space
• Edit Space Permissions

Lab 2 Exercise 2 – Controlling Access to Pages (15 min)

• Add and Update Page Restrictions
• Remove Page Restrictions
• Troubleshoot Page Restrictions

Module 2: Managing Space Content

• Managing Pages
  • Moving, deleting, restoring pages
  • Fixing hidden pages
• Using Labels
  • Standard labels for categorization
  • Labels impact on macros
• Templates & Blueprints
  • Page templates vs. blueprints
  • Types (space, global)
  • Creating, customizing, promoting, disabling templates/blueprints
• Macros
  • Adding dynamic functionality
  • Page restrictions impact on macros
  • Tracking macro usage

Lab 3 Exercise 1 – Managing Pages (15 min)

• Configure Page Tree View
• Manage Hidden Pages
• Use Undefined Links
• Troubleshoot Page Access

Lab 3 Exercise 2 & 3 – Create a New Page Template & Promote/Disable Blueprints (20 min)

• Create a New Page Template
• Add Variables & Placeholder Text
• Add Labels to Template
• Create Page using Template
• Promote a Blueprint
• Disable a Blueprint

Lab 3 Exercise 4 – Macros (15 min)

• Add Page Properties Macro to Pages
• Create a Page with a Label
• Label Existing Pages
• Create a Page with Page Properties Report & Content by Label Macros

Module 3: Exporting Spaces

• Reasons for Export
  • Printable documentation (PDF)
  • Static websites (HTML)
  • Backups & migration (CSV/XML)
• Export Options
  • PDF layout and stylesheet customization
  • Security considerations (restricted pages exported)
• Restoring Spaces
  • Importing from XML/CSV
  • Limitations on users and groups
• Archiving vs. Deleting Spaces

Module 4: Analyzing Spaces (Optional)

• Overview of Confluence Analytics
  • Site-level: adoption, popular spaces, trending searches
  • Space-level: popular content, active readers/contributors
  • Page-level: engagement, views, mentions, attachments
• Permissions for Analytics
• Exporting Analytics to Reports

Lab 5 Exercise 1 – Space Analytics (10 min)

• Restrict Access to Analytics
• View Site/Space/Page Analytics
• Export Analytics as Report

1. Mapping Your Business into Jira

• Importance of business analysis before configuration
• Goals: reduce rework, improve efficiency, encourage adoption
• Approach: Discover → Map → Implement
• Stakeholder engagement: interviews, MoSCoW prioritization, process diagrams
• Case study: Teams in Space – cleanup and standardization of messy Jira instance

Lab 1 – Mapping Business Requirements into Jira

• Cloud: View Teams in Space requirements (5 min)
• Data Center: Start lab VM & view requirements (5 min)

2. Assigning Project Roles & Sharing Schemes

• Identifying Scrum vs. business team roles
• Jira roles: Administrators, Project Lead, Default Assignee, Board Administrators
• Mapping team roles to Jira roles & permissions
• Teams in Space case: restricting developer admin rights, designating Scrum Master as Lead
• Shared schemes: benefits (consistency, reduced admin overhead, performance) vs. drawbacks (less flexibility, stakeholder involvement)

Lab 2 – Assigning Roles & Sharing Schemes

• Assign project roles (40–50 min)
• Create a standard project as a baseline
• Share schemes across projects

3. Configuring Work/Issue Types, Fields & Screens

• Creating work/issue types and custom fields
• Best practices: reuse fields, avoid unnecessary customization
• Screen schemes and field configurations
• Mapping screens to operations (Create/Edit/View)
• Case study application: aligning Teams in Space work types to new schemes

Lab 3 – Configuring Work/Issue Types, Fields & Screens

• Cloud: 1h 20m
• Data Center: 2h 10m
• Create fields, configure screen schemes, apply field configurations

4. Configuring Screens & Schemes (Cloud only)

• Field configuration schemes
• Workflow schemes
• Notification & permission schemes
• Work item/issue security schemes

Lab 4 – Configuring Screens & Schemes (1h, Cloud only)

5. Creating & Configuring Workflows

• Workflow elements: statuses, transitions, conditions, validators, post functions
• Workflow schemes: associating workflows with work/issue types
• Best practices: keep workflows simple, avoid over-engineering, encourage reuse

Lab 5 – Creating & Configuring Workflows

• Cloud: 1h 15m
• Data Center: 1h 25m
• Build workflows for bugs, stories, and other issue types; implement workflow schemes

6. Configuring Board & Sprint Permissions

• Role of board administrators
• Configuring permissions for Scrum Masters vs. team members
• Aligning permissions with Teams in Space governance model

Lab 6 – Configuring Board & Sprint Permissions

• Cloud: 40 min
• Data Center: 1h

7. Configuring Email Notifications (Cloud only)

• Notification schemes overview
• Mapping project roles to notifications
• Balancing notification overload vs. missing key updates

Lab 7 – Configuring Email Notifications (25 min, Cloud only)

8. Applying New Configurations to Projects

• Applying schemes to new projects
• Migrating existing projects to new standardized schemes
• Cleaning up unused schemes
• Teams in Space: enforcing standardization going forward

Lab 8 – Applying New Configurations to Projects

• Cloud: 1h
• Data Center: 55 min

1. Course Overview

• Learning objectives:
  • Hierarchy of cloud administration
  • Configure Jira settings
  • Global permissions
  • Company-managed projects
  • Jira schemes basics
  • Project permissions and roles
• Prerequisites (Jira Essentials with Agile Mindset or equivalent)
• Course schedule (4 hours total)

2. Configuring Jira

• Jira administration hierarchy (Org, Site, User, Product Admin roles)
• Key admin tasks:
  • Integrating products & apps
  • Branding look & feel
  • Setting default language
  • Time tracking configuration
  • Audit log configuration

Lab 2 – Configuring Jira (20 min)

• Exercise 1: Explore application links & apps
• Exercise 2: Brand Jira
• Exercise 3: Configure auditing
• Optional Exercise 4: Explore configuration settings

3. Configuring Global Permissions

• Difference between global vs. project permissions
• Global permissions overview:
  • Administer Jira
  • Browse users & groups
  • Share dashboards & filters
  • Manage group filter subscriptions
  • Make bulk changes
  • Create team-managed projects
• Assigning/removing permissions from groups
• Risks of assigning to "Public"

Lab 3 – Configuring Global Permissions (15 min)

• Exercise 1: Removing and adding global permissions

4. Jira Projects Overview

• Company-managed vs. team-managed projects
• Project templates (software, business, service management)
• Jira project concepts:
  • Work items & types (bug, task, story, epic, sub-task)
  • Work item fields
  • Workflows & boards
  • Project categories
  • Project trash & archiving

5. Creating & Configuring Company-Managed Projects

• Creating projects (templates, naming, categories, shared configs)
• Project workflows (simplified vs. complex)
• Fields and screens (adding, editing, layouts)
• Schemes overview (workflow schemes, reusability, project association)

Lab 5 – Creating & Configuring Company-Managed Projects (35 min)

• Exercise 1: Create a project
• Exercise 2: Edit project details
• Exercise 3: Update workflow
• Exercise 4: Update fields and screens
• Exercise 5: Add work type

6. Configuring Company-Managed Project Permissions

• Permission types (project, work items, comments, attachments, time tracking, etc.)
• Permission schemes: structure, reuse, examples
• Default permission schemes (software, business)
• Open vs. restricted schemes
• Public permissions considerations

Lab 6 – Configuring Project Permissions (30 min)

• Exercise: Create and edit a permission scheme

7. Configuring Company-Managed Project Roles

• Understanding roles (administrators, project leads, users, custom roles)
• Role-based permission assignment
• Best practices for managing roles across projects

Lab 7 – Configuring Project Roles (30 min)

• Exercise: Add/remove project roles
• Exercise: Assign permissions to roles

1. Course Overview

What you will learn

• Value of using Jira and Confluence together
• Integration methods: Jira in Confluence and Confluence in Jira

Prerequisites

• Basic understanding of Jira (work items, boards, JQL helpful)
• Basic understanding of Confluence (pages, macros)

Course Modules

• Using Jira and Confluence together
• Linking work items and pages
• Creating work items in Confluence
• Product Requirements Blueprint
• Reporting Jira information in Confluence
• Designing new Confluence templates

Lab 1: Starting your lab environment (5–10 min)

2. Using Jira and Confluence Together

Jira overview

• Manage, report, and collaborate on work items

Confluence overview

• Content creation, documentation, collaboration, and knowledge base

Benefits of integration

• Single source of project knowledge
• Improved shared understanding & productivity
• Traceability and agile support (templates, project plan, sprint planning, retrospectives)

Permissions and access

• Jira: work items in projects, project-level permissions
• Confluence: pages in spaces, space-level permissions

Shortcuts and linking

• Project shortcuts (linking Confluence pages in Jira)
• Space shortcuts (linking Jira or external content in Confluence)

Lab 2: Jira and Confluence together (25 min)

3. Linking Jira Work Items and Confluence Pages

Linking Confluence from Jira

• Add Confluence page links to Jira work items
• Automatic updates to linked content

Linking Jira from Confluence

• Use Jira Work Items macro
• Auto-convert Jira links into smart links

Smart Links

• Display options: URL, Inline, Card, Embed
• Embed for full editing capabilities

Lab 3: Linking work items and pages (20 min)

4. Creating Jira Work Items Using Confluence

Create Jira issues from Confluence

• Create Jira Issue macro

Create multiple issues at once

• Highlight text or tables to create multiple issues in Jira

Insert dynamic Jira lists in Confluence

• Jira Work Items macro with Basic search or JQL
• Display results dynamically and configure columns

Lab 4: Creating work items in Confluence (20 min)

5. Product Requirements Blueprint

What are Blueprints and Templates?

• Templates: predefined layouts
• Blueprints: templates with added functionality (e.g., automatic index pages)

Product Requirements Blueprint

• Sections: page properties, requirements list
• Link to epics and Jira work items
• Automatic index page generation

Lab 5: Product requirements blueprint (15 min)

6. Reporting Jira Information in Confluence

Jira Charts Macro

• Insert pie charts or two-dimensional tables
• Display work distribution by field (e.g., status, assignee)

Jira Report Blueprint

• Create status or change log reports
• Configure using projects or advanced JQL

Lab 6: Reporting Jira information in Confluence (20 min)

7. Designing New Confluence Templates

Space Templates and Blueprints

• Manage templates at space and global levels
• Modify or promote templates

Creating/Editing Templates

• Tools: placeholders, instructional text, variables, labels

Page Properties Report Macro

• Display aggregated information from multiple pages

Create from Template Macro

• Add a button to generate pages from templates

Lab 7: Designing new Confluence templates (20 min)

1. Agile & Jira Foundations

• Agile concepts: Agile as a mindset, iterative planning, continuous improvement, and team empowerment.
• Jira basics: Explanation of projects, work items, boards, and key user roles (administrators, project admins, and team members).
• Key takeaway: Jira is a flexible tool that aligns with agile principles to help teams visualize, plan, and track work effectively.

2. Visualizing and Managing Work

• Boards and workflows: Boards represent the workflow, with columns tied to statuses (e.g., To Do, In Progress, Done).
• Work item movement: Changing columns updates a work item’s status, keeping progress transparent.
• Reports and dashboards: Dashboards and reports are introduced for visibility into progress and bottlenecks.

3. Enriching Work Items

• Adding detail: Use labels, attachments, time logging, estimates, and comments to provide context.
• Work types: Stories, tasks, bugs, epics, and subtasks, including hierarchy and when to use each.
• Developer integration: Linking commits, branches, and builds to work items for better traceability.

4. Kanban Method

• Flow and WIP limits: Limiting work in progress improves focus and identifies bottlenecks.
• Pull vs. push: Pull systems empower teams to choose work as capacity allows.
• Continuous prioritization: Kanban supports steady delivery and incremental improvement.

5. Scrum Method

• Artifacts: Product backlog, sprint backlog, and increments for managing scope and progress.
• Sprints and velocity: Time-boxed work, story point estimation, and using velocity for planning.
• Roles and events: Responsibilities of product owners, scrum masters, and teams; ceremonies like sprint planning, daily standups, reviews, and retrospectives.

6. Searching and Filtering

• Quick and basic search: Searching by keywords or fields to locate work items quickly.
• Filters and quick filters: Saved searches to personalize views or refine boards and reports.
• Bulk actions: Performing changes on multiple items simultaneously for efficiency.

7. Working with Epics

• Organizing work: Grouping related work items under a higher-level epic.
• Tracking progress: Epic panels, swimlanes, and reporting help visualize epic completion.
• Managing relationships: Using the “Parent” field to link related items.

8. Dashboards and Reporting

• Custom dashboards: Configurable views for projects, teams, or individuals.
• Gadgets: Adding charts, lists, and other components to track KPIs.
• Sharing dashboards: Personal vs. shared dashboards to support collaboration.

9. Lean and Agile Principles

• Toyota Production System: Roots of lean thinking, kanban, and continuous improvement.
• Lean principles: Limiting WIP, mapping value streams, eliminating waste, and building quality in.
• Agile Manifesto alignment: Empowering teams, embracing change, delivering incrementally, and maintaining sustainable pace.
• Combined mindset: Lean provides the foundation; agile builds on it to handle complexity and rapid change.

10. Capstone & Integration

• Hands-on exercises: Practice applying principles by configuring projects and workflows.
• Jira family overview: Brief orientation on Jira Software, Jira Service Management, and Product Discovery.
• Key outcome: Confidence to adapt Jira setups to unique team processes while maintaining agile and lean alignment.

Course Introduction

• Course Goals and Learning Objectives
• Prerequisites and Success Guidelines
• Course Schedule and Structure
•  Lab 1 – Logging into your site

Creating a Service Project

• Overview of Jira Service Management
• Service Project Use Cases (IT, HR, Internal Teams)
• Jira Roles and Responsibilities (Admins, Agents, Customers)
• Creating and Configuring a Service Project
• Lab 2 – Creating a Service Project

Requests and Queues

• Setting Up and Customizing Request Types
• Forms and Field Customization
• Customizing Workflow Statuses
• Creating and Managing Queues
• Best Practices for Portal Usability
• Exercise 1 – Setting Up Request Types
• Exercise 2 – Creating & Managing Queues
• Lab 3 – Requests & Queues

Configuring SLAs

• SLA Components (Metrics, Goals, Timeframes)
• Preconfigured and Custom SLA Examples
• SLA Calendars and Global Support Models
• Monitoring SLAs with Reports, JQL, and Dashboards
• Exercise 1 – Configuring SLAs
• Exercise 2 – Creating an SLA Monitoring Dashboard
• Lab 4 – Configuring SLAs

Using a Knowledge Base

• Benefits of a Knowledge Base for Customers and Agents
• Integrating Confluence with Jira
• Configuring Article Suggestions and Access
• Creating and Sharing Knowledge Base Articles
• Exercise 1 – Using a Knowledge Base
• Lab 5 – Using a Knowledge Base

Customizing Email Channel & Customer Portal

• Setting Up and Customizing the Email Channel
• Customizing Notifications and Request Type Mapping
• Branding the Customer Portal
• Branding the Global Help Center
• Exercise 1 – Branding Your Customer Portal
• Optional Exercise 2 – Branding Your Help Center
• Optional Exercise 3 – Changing Your Project Logo
• Lab 6 – Branding Your Customer Portal

Adding Users to Your Service Project

• Adding and Managing Agents
• Adding Customers and Customer Organizations
• Configuring Customer Permissions
• Involving Jira Users in the Workflow
• Exercise 1 – Adding Users to Your Service Project
• Exercise 2 – Adding Customers to Your Service Project
• Lab 7 – Adding Users to Your Service Project

Automating Your Service Project

• Overview of Jira Automation and Its Benefits
• Building Automation Rules (Triggers, Conditions, Actions)
• Using Smart Values and Rule Testing
• Jira Service Management Template Rules and Advanced Triggers
• Exercise 1 – View Jira Service Management Automation
• Exercise 2 – Create a New Jira Service Management Automation Rule
• Exercise 3 – Setting Up a New Preset Automation Rule
• Exercise 4 – Troubleshooting Automation Rules & SLAs
• Lab 8 – Automating Your Service Project

Option 1 – BigPicture Express Launch Bundle (5 Days)

• System implementation
  • Training (2 days)
  • Collecting requirements
  • Environment configuration
    • Building templates (Box and Task templates)
    • Configuration of reports in Big Picture
  • Supplementary training for "Core users"
• Deliverables after implementation:
  • List of best practices
  • Training recording
• Regular open meetings for our Clients
• Certificate after training

Option 2 – BigPicture Excellence Implementation Bundle (12 Days)

• System implementation
  • Training (3 days)
  • Collecting requirements
  • Tool configuration
    • Building templates (Box and Task templates)
    • Configuration of reports in Big Picture + custom reports
    • Automation
  • Supplementary training for "Core users"
  • Training for "Basic users"
• Assistance 4 weeks after implementation
• Deliverables after implementation:
  • List of best practices
  • Training recording
• Regular open meetings for our Clients
• Training for the Top management
• Certificate after training
• Support in Migration and Integration

Option 3 – BigPicture Premium Bundle (26 Days)

• System implementation
  • Training (3 days)
  • Collecting requirements
  • Tool configuration
    • Building templates (Box and Task templates)
    • Configuration of reports in Big Picture + custom reports
    • Automation
  • Supplementary training for "Core users"
  • Training for "Basic users"
• Assistance 4 weeks after implementation
• Long-term support after implementation for the stabilization period of 3 months
• Deliverables after implementation:
  • Deployment configuration documentation
  • List of best practices
  • Training recording
• Individual consultations for selected PMs or Teams
• Regular open meetings for our Clients
• Training for the Top management
• Training for Project Managers
• Certificate after the training
• Support in Integration and Data Migration