1-2

Transcription

1 1

2 1-2

3 1-3

4 1-4

5 1-5

6 1-6

7 1-7

8 Confluence: A web-base application tool in charge of managing information, files, etc. developed by the Australian company Atlassian. This tool enables the user a high level of customization both layouts and permissions through plugins. Tool features: -Permission customization -Integration with other tools -Bookmarks -Customization *Note: Dashboard screen as an example of use in a customized project. 8

9 9

10 Login Screen: Enter username and password. *Note: Confluence version login screen with a default configuration in a HSQL base instance with no preexisting data and installed in demonstration space. 10

11 Dashboard: It is the presentation initial page. Dashboard is organized according to the user's needs. *Note: Dashboard screen with default configuration and no preexisting data, only demonstration space provided by Atlassian. 11

12 Dashboard spaces: In the initial page tabs with option to view user's spaces or all spaces. 12

13 Create a space option: Screen where you create spaces. 13

14 RSS Feed Builder option: Screen where you create RSS customized feed, select feed content, format and access. 14

15 People directory option: Screen with the list of users in Favourite. 15

16 Recently updated option: Screen with the list of links and user's view options. 16

17 Dashboard option show all: List of all links and user's view options. 17

18 Demonstration space option: Link to demonstration space screen. 18

19 Edit option: Edition menu. 19

20 Edit rich text option: Screen to edit texts in Confluence pages. 20

21 Edit wiki markup option: Screen to edit markups in Confluence pages. Text FormFormataçãoatação formatting: dede texto:text: *bold*» bold _italic_» italic -strike-» strike +under+» under Headings: h1. Large heading! h3. Medium heading h5. Small heading... Lists: * Bulleted points # Numbered points Linking: [title#anchor]» Link a page [dev:title#anchor]» In space with 'dev' [ Remote link [phrase@shortcut]» Shortcut Notes: ObOb [alias any_of_above_links] ãã» Custom link title Tables: head1 head2 cola1 cola2 colb1 colb2 Notation/Comment *strong* Write a strong text. _emphasis_ Give emphasis to your text.??citation?? Crete a text in citation. -strikethrough- Write a text with strikethrough. +underlined+ Write an underlined text. ^superscript^ Write a text with superscript. ~subscript~ Write a text with subscript. {{monospaced}} Write a text with a code text.

22 bq. Some text blocks mentioned 21 To make a paragraph into a block quotation, you need to use " " before writing it.

23 Add option: Menu to add pages, content news and attachments. 22

24 Add page option: Link to add pages. 23

25 Add new page option: Screen to add a new page. 24

26 Add option: Menu to add pages, content news and attachments. 25

27 Add news option: Add news screen. 26

28 Add option: Menu to add pages, content news and attachments. 27

29 Add comments option: Add comments screen. 28

30 Add attachment option: Link to add attachments. 29

31 Add attachments option: Add, edit, remove attachment screen. 30

32 Tools option: Confluence operation menu. -Attachments -History -Favourite -Watch -Info -View Vi wiki iki markup k -Export to PDF -Export to Word -Copy -Move -Remove 31

33 Tools option Attachments: Link to attachment screen. 32

34 Attachments option: Add, edit, remove attachment screen. 33

35 Tools option History: Link to history screen. 34

36 History option: View changing history screen. *Version comparison option. 35

37 Tools option Favourite: Link to add page to Favourite. 36

38 Tools option Watch: Link to add a page to user's watched items. 37

39 Tools option Info: Link to information screen. 38

40 Information option: Information about hierarchies, links, labels and recent changes screen. 39

41 Information option: View bookmarks. 40

42 Export to PDF option: Link to export content to PDF format. 41

43 Export to PDF option: Save PDF file generated. 42

44 Export to PDF option: View PDF file generated from the Confluence content. 43

45 Export to Word option: Export content to.doc format. 44

46 Export to Word option: Save.doc file. 45

47 Export to Word option: View.doc file generated from Confluence content. 46

48 Copy option: Link to content copy. 47

49 Copy option: Content copy screen. 48

50 Move option: Link to move page. 49

51 Move option: Screen with option to move a page to another space. 50

52 Remove option: Link to remove contents. 51

53 Remove option: Screen with the option to cancel or continue the removal. 52

54 53

55 1

56 Administration option: Administration screen is the interface used to manage and configure Confluence. -Configuration -Look and Fell -Administration -Security 2

57 General Configuration option: View and change Confluence general configuration screen. Site Configuration Configure the site appearance and behaviour as a whole. The most important is the URL Base Server, which must be set to the externally-accessible address of your Confluence site. Feature Settings Some features are installed as plugins and must be enabled or disabled from plugins administration page. Security and Privacy Settings for user management site security and user privacy. Formatting and International Settings Language changing option. Attachment Settings Settings for attachment use permission. Connection Timeouts Connection timeout edition This screen allows you to manage the Confluence general configuration. Site Title: Allows you to specify a site title which will appear on your browser title bar. Default: Confluence Site Homepage: Allows you to configure a site homepage to which users will be directed when they log in. Default: Dashboard Site Welcome Message: Allows you to configure the welcome message for the site/dashboard. Not defining a site homepage will lead to a default message. View Space Goes to Browse Space: Determines whether view space request should be redirected to the homepage of space or to the Browse Space page. Default: OFF

58 Site Support Address: The default address the administrator created for the support. Activate Rich Text Edition: The Rich Text edition is activated as default. You are allowed to disable it here. Default: ON Users view the Rich Text Editor as default To enable Rich Text as edit default. Default: ON Links to Camel Case: 3

59 Daily Backup Administration option This screen allows you to configure where your backups are stored, whether or not attachments should be included in the backups and the naming format for the backup files. 4

60 Manage Referrers option Record External Referrers: Turning on this option will prevent external links from being displayed on the site. Default: OFF Excluded External Referrer Prefixes: This externosexternos allows you to mmoostradosstrados specify Urls you want nana to exclude abaaba '' from '' dede the umumaa external ppáginaágina referrers list DDomomínioínio dede nomnomeses separadosseparados porpor estesestes displayed in the Info tab of a page. Separate domain pages by these characters: space, tabs, new line, colon and semi colon. 5

61 Plugins option This screen displays the installed plugins active for this Confluence installation. Option to upload a new plugin or disable any of active plugins. 6

62 Plugin Repository option Screen to view which plugins are available for the version used of Confluence with a tab to upload file: Add a.jar URL file related to the plugin installed or the local path where the file is stored. 7

63 Language option: Screen to change the available languages of Confluence. As default, Confluence is in English, but it is also available for French (Français) and German (Deutsch) language options. 8

64 Shortcut links option: Screen to configure shortcut links in Confluence. 9

65 Global templates option: This screen displays the templates currently defined for the site. Add a new template or edit an existing template using regular Confluence markup. *Templates are pre-defined pages that can be used as prototypes across the site. 10

66 Mail servers option This screen allows you to set up a mail session in Confluence Standalone version. 11

67 User macros option: User Macros are simple templates defined by Confluence Administrator. Macros defined here are made available to all users when editing pages. User Macros can be used to generate boiler-plate messages or automate commonly repeated markups. 12

68 JIRA Issues icon mappings option: To use the {jiraissues} macro to retrieve information from JIRA server, use this screen to tell Confluence where to find the icons to any custom statuses or issue types you have configured in JIRA. Ensure that the icon with that filename is located in the /images/icons directory of the JIRA server. 13

69 Attachment storage option: This screen allows you to manage where Confluence stores Attachments. File System: This option (default) stores all Attachments on the local file system. Attachment metadata is handled and stored by Confluence (unlike WebDAV). Database: This option stores all Attachments in the database. It may be useful when There are encoding error or to facilitate backup Attachment Meta data is encoding issues exist or for ease of backing up. Attachment metadata is handled and stored by Confluence (unlike WebDAV). WebDAV: This option will store all Attachments on a remote WebDAV server. Attachments exist independently of Confluence and can be added, removed and updated through standard WebDAV protocol. Note: To choose a storage method different from the current configuration will request a migration from a data storage to another. 14

70 Spam prevention option: Screen to enable or disable span prevention control. When Captcha is enabled, users trying to sign up the accounts, edit pages or leave comments are required to read some texts from an image and type them into the form. Enable Captcha if: Confluence is open to public access. You are having problems with malicious edits or spam. Disable Captcha if: You are running Confluence privately. *Captcha is a technical term for a test that can distinguish a human being from an automated agent such as a web spider or robot. 15

71 PDF language support option: Screen to configure support to PDF file formatting. 16

72 Default content screen option: This page allows you to customize what is shown on a page of a space when it is created. Customizations will only apply to spaces created after you have made your changes. Existing spaces will remain unchanged. 17

73 WeDAV configuration option: WebDAV allows you to access Confluence content as if it were a folder in your computer file system. Option of permissions on pages, attached files, folders and virtual files. 18

74 Site themes option: Screen to configure pre-defined appearance themes. If you select a theme, then any colour or page layout defined in that theme will be applied across the whole Confluence site. If you do not select a theme, the default look will be applied, or you may customize the site appearance through colour-scheme and layout customization. Space administrators may select a different theme for their spaces. *Themes are plugin modules that customize the look of your site. 19

75 Colours scheme option: Screen to customize the colour scheme of your site. Enter standard HTML/CSS2 colour codes or use the colour picker to choose a new colour from the palette provided. Any change you make will immediately be reflected across the Confluence installation. You can easily return to the default scheme by clicking 'Reset Default'. The default colour scheme for the site will also become the default for all spaces within it. However, it is possible for space administrators to configure different colour scheme for spaces from the space administration screens. 20

76 Global logo option: Screen to replace the global default logo with a logo of your choice. 21

77 Custom HTML option: Screen to optionally add snippets of custom HTML code to each page, giving you the ability to configure Javascript page statistics. You can provide custom HTML to be inserted in three locations: Just before the end of the HEAD tag, just after the start of the BODY tag and just before the end of the BODY tag. * Ensure any custom HTML has closed all tags properly and the content is trusted. Broken markups can prevent you from accessing content in Confluence. Some custom schemes cannot support the addition of custom HTML. 22

78 Backup & Restore option: Screen to allow you to manually backup the contents of the database into a zipped XML file. You can use this backup Is to move Confluence between different databases if requested. This may take a few minutes. Restoring data allows you to restore a site or a space from a backup file. *Restoring a backup of an entire Confluence site (consisting of multiple spaces) will wipe out all Confluence content in the database. Ensure that you database is backed up. Make sure you know your login details in the data being restored. spaces) will remove all Confluence content from database. You need a 23

79 Content indexing option: Screen to manually rebuild this content index. You are able to do it if you find errors while searching or in threading. The Queue tab will display the content that is queued for inclusion in the index. By default, the content is indexed once every minute. 24

80 View Mail queue option: Screen to view massages waiting to be sent to 'Mail Queue' frequently flushed from Confluence every minute. A site administrator can also manually flush from the mail queue. 25

81 Cache statistics option: Screen to view values of memory cache used by Confluence. 26

82 Import data from SnipSnap option: Screen to use the SnipSnap importer to import SnipSnap XML backup file into a space in Confluence. *This process could take a few minutes. 27

83 License details option: Screen to view and upgrade licenses in Confluence. 28

84 System information option: Screen to view information and features of the system. 29

85 Raise support request option: Screen to request support. 30

86 Logging and profile option: Screen to configure log saving profiling. *Note: Any change you make is not persisted and will be lost when you restart Confluence. Performance profiling: Logs the speed of pages and will help with diagnosing performance problems. Should not be enabled for long periods as it results in large log files. SQL Logging: Should only be enabled under direction from Atlassian support. Log4j Logging: The Production profile allows you to revert to the default setting. The Diagnostic profile logs more information, useful for troubleshooting error. This profile has a small performance overhead. The Custom setting allows for logging of very specific information, usually under direction from Atlassian support. 31

87 Global activity option: Screen to view, graphically, how many times pages and news were viewed over current time period and, view how many pages, news and comments were created or updated over current time period. 32

88 View trusted applications option: Confluence allows trusted applications to access specified Confluence URLs on behalf of the trusted application users (without the user logging in to the Confluence). *Note: Each user must be the same in both databases. 33

89 Manage users option: Screen to browse all user in the system. Options: -Add new user: Add a new user. -Show all users: Show all users. -Reset filter: Reset a filter. -Search: Search for one or more users through filters. 34

90 Manage groups option: This screen displays the existing user groups on the site and allows you to add new groups. Users for the groups are added from the 'Manage User' screen. 35

91 View global permissions option: Screen to edit the types of permissions available. -System Administrator: Administrator has a complete control and access to all administrator functions. -Confluence Administrator: User can administrate the application, but he is disallowed from operation that may compromise system security. -Create space: User can add a new space to the site. -Attach Files to User Profile: Users can upload files to store them in their user profile. -Confluence user: User can access this Confluence installation. * Without this permission, users will not be able to access to Confluence 36

92 37

93 1

94 Space option: Menu with option to access to the space screen with pages, news, labels, attachments, bookmarks, mail, activity tags, advanced options and space administrator. 2

95 Pages option: Screen with pages, news, labels, attachments, bookmarks, mail, activity advanced tags, advanced options options and space and space admin administrator. View of recent updates:.bookmarks News Example index Source code Creating pages and linking Index Search Confluence content Formatting content Using Spaces Thumbnail gallery RSS Capabilities Jira integration Confluence Overview (Space Homepage) Breadcrumb demonstration Eg: Tasklist archiving * Links to access attached files. office12 jpg Eg: File office12.jp File pdfdoc.pdf 3

96 Pages option: Screen with pages, news, labels, attachments, bookmarks, mail, activity tags, advanced options and space administrator. View recent updates in alphabetic order. 4

97 Pages option: Screen with pages, news, labels, attachments, bookmarks, mail, activity tags, advanced options and space administrator. View recent updates in tree. 5

98 Recent news option: View screen. 6

99 Popular labels option: Screen to view the most popular labels used in Space. The bigger the text, more popular is the label. Click a label to view the content associated. 7

100 List attachments option: Screen to view a list of attachments. 8

101 Bookmarks option: Drag this link to your browser>bookmarks/favourites bar or right click and add to your browser bookmarks/ favourites to create bookmarks in Confluence. Use this URL to subscribe to bookmarks feed. You will get a new feed item, whenever someone creates a bookmark in this space. 9

102 Add bookmark option: Screen to add bookmarks. -Option to use this screen to make a bookmark to any URL. -You can save the bookmark in any space where a user can create a page. -You can also label a bookmark, just as you would a page. -If you label a bookmark for_spacekey, the bookmark will show up in that space. -Try using bookmarks to send links to users by labeling them ~ username. 10

103 Mail option: Screen to add or remove mail accounts. 11

104 Space activity option: Screen to view graphically activities. 12

105 Advanced option: Screen to view space details. 13

106 Orphaned pages option: Screen to view space orphaned pages. 14

107 Undefined pages option: Screen to view space details. 15

108 Templates option: Screen to view space template details. 16

109 Create template option: Screen to add templates. 17

110 Export space option: Screen to export page data. 18

111 RSS feeds option: Screen to view space details. 19

112 Start/stop watching this space option: Link to enable or disable the option watch. 20

113 Add/remove favorite space option: Link to add or remove the space as Favourite. 21

114 Space Administration option: Option of space administrator configuration. 22

115 Edit space detail option: Screen to edit space. 23

116 Edit space labels option: Screen to edit labels. 24

117 Remove space option: Screen to remove a space with all content also including the existing pages within space. 25

118 Trash option: Screen to view the content deleted, option restore. 26

119 Permissions option: Screen to edit permission options. Permissions can be granted to users or specific groups. Confluence grants permissions to anonymous users (users not logged in system). These types of permissions are available for: View: Users are allowed to view space contents. Pages: Users are allowed to view space details, pages and blog-posts. Create Creation and edition of pages on a specific space. Export - Export of pages to a specific space. Remove - Removal of pages from a specific space. News: Create - Creation of new items on a specific space. Delete Removal of items from a specific space. Comments: Create Creation of comments on a specific space. Delete - Removal of comments form a specific space. Attachments: Create Addition of attachments to a specific space. Delete Removal of attachments from a specific space. Mail: Remove Deletion of personal items. CC 27

120 Restricted pages option: Restricted pages are those that have had either 'View' or 'Edit' restrictions enabled on the page edit screen. This page allows a space admin to remove any page restriction within this space. 28

121 Mail accounts option: Screen to view and maintain data of mail accounts. 29

122 Mailbox import option: Screen to import from mailbox. 30

123 Space theme option: Screen to configure visual themes in Confluence. 'Themes' are Confluence plugin modules that customise the look of the space. Themes must be installed and enabled by the site administrator before they are available. If you select a theme then, any colour or page layouts defined in that theme will be applied across this space. If you do not select a theme, the globally configured look and feel will be used in this espaçoespaço space. You may customise the space appearance manually through colour scheme and layout customisation. 31

124 Colour scheme option: Screen to customise Confluence visual for this space. The simplest modification you can make is customising the space colour scheme. More advanced users can edit the space 'decorator' templates. This screen allows you to change completely the site appearance and layout. *Note: Any modifications done here will override the default colour scheme and default decoration set up by your administrator. 32

125 Edit site layout option: Screen to edit and configure layouts. Layouts are used by Confluence to generate the HTML code for each page, giving you control over your site appearance and layout. You can use Confluence layout to change the layout of the site, add logos and banners, move or change the appearance of menus and control the display of pages and blog posts. To edit a layout, you will need to be familiar with HTML. Advanced editing will require some knowledge of velocity templating language. 33

126 Change space logo option: You can use Confluence layout to change the layout of the site, add logos and banners, move or change the appearance of menus and control the display of pages and blog posts. To edit a layout, you will need to be familiar with HTML. Advanced editing will require some knowledge of velocity templating language. *Layouts are used by Confluence to generate the HTML code for each page, giving you control over your site appearance and layout. 34

127 Import pages from disk Options: Screen to import pages. If you choose to trim extensions, any file extension will be removed from the page title. By default, pages being imported with the names which are the same as existing pages will be renamed (the name will have a number added to the end). If you choose to overwrite the existing pages, imported pages with the name clashes will overwrite the pages in the system. The existing pages will still be in the page history. 35

128 Preferences option: Menu with Preferences. 36

129 Preferences view profile option: Screen to view user's profile. 37

130 Preferences edit profile option: Screen to edit profile. 38

131 Preferences labels option: Screen to view the list of labels used, as well as the most recent labels you have used since you logging in. You can categorise content within Confluence by the use of labels. Confluence enables you to use a great number of labels, which can be searched for browser or used as filters. 39

132 Preferences watches option: Screen to view the list of content being watched. 40

133 Preferences drafts option: Screen to view drafts. 41

134 Create personal space option: Screen to configure personal space. 42

135 Your recent history option: Link to view user's recent history. 43