Managing Confluence Spaces

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

This course is designed for anyone who has the ability to create a space for your organization.

After this course, your team will be able to:

• Set up an organized Confluence space
• Effectively administer spaces and manage content
• Distinguish between Confluence space permissions and page restrictions and apply them to your space
• Export and archive your space
• Augment administrative oversight, using space analytics