Managing Confluence Spaces

Empower your team to design, organize, and manage Confluence spaces tailored to your goals, with hands-on learning and real-time support.

Overview

An expert instructor teach your team how to use Confluence by designing spaces — collections of related pages — that fit your team’s unique needs and goals.

Your team will learn how to best organize and maintain their Confluence content so they can always find what they need. They’ll also learn how to control access to their content, declutter their space, create standardized content using templates and blueprints, and use macros to reduce the need for manual updates.

Throughout the course, your team will be able to ask organization-specific questions in real-time and get the answers they need. The team learning environment delivers engagement, retention, and collaboration, extending the benefits of an instructor-led course beyond instruction time.

Train up your teams with private group training

Have a group of 5 or more students? Cprime also provides specialist private training with exclusive discounts for tailored, high-impact learning.

Full course details

Course outline

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
Audience / prerequisites

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

In this class you will learn how to

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

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