Confluence Guide.pdf

res} = Sample Requirements Page Updated about 2 hours ago view change Get started LJ Re: Sample Requirements Page Please check with System Admin Create a new space Commented about 2 ho

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PEOPLE | PROCESSES | TECHNOLOGY

Confluence Fundamentals

Course

~ CPRIME

Confluence as an Enterprise Wiki

¢ Create/Manage/Search Content (functional, technical,

notes, etc.) ¢ Organize content by teams, groups, projects ¢ Build and Manage Page hierarchy

¢« Advance content formatting ¢ Manage Content Security ¢ Track Versions

Common Use Cases

e Website e Organizational e Partner Access

e Technical/FAQ Communication es Developer API

L)ocumentation e Knowledge Portal

Base

~ CPRIME

iis to Confluence ) 7 All Updates FavouriteSpaces Network Space Sa

Confluence is where your team collaborates and shares

cPrime Administrator knowledge — create, share and discuss your files, ideas ® minutes, specs, mockups, diagrams, and projects res} (=) Sample Requirements Page

Updated about 2 hours ago (view change)

Get started LJ Re: Sample Requirements Page

Please check with System Admin

Create a new space Commented about 2 hours ago

and start Creating content (J Re: Sample Requirements Page

Please define where original ticket is coming from for additional clarity!

FQ invite your colleagues Commented about 2 hours ago

x2 to Join you in Confluence @) Service Desk Knowledge Base

Created Apr 14,2015

Upload your picture

| ae (a) Service Desk Knowledge Base

and edit your profile Created Apr 14, 2015 ¬“

Building Blocks: Spaces

Space Administrator Tools:

¢ Create Space ¢ Edit Space Details ¢ Delete Space

Dasnboard ¢ Archive Space

¢ Grant Permissions ¢ Look and Feel

¢ Sidebar contiguration ¢ View Space Activity

¢ Export space

space User Tools:

¢ View Space ¢ Add Pages

~ CPRIME

Building Blocks: Pages

Dashboard

Page Page

Page

Go public or keep it private -

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Space Administrator Tools:

Restore Trashed Pages

space User Tools:

Create Page View/Edit Page Delete Page Copy Page set Page Restrictions Export pages

Page History and Versions Page links

Page labels Add Attachments Watch Page

search Page content Re-order pages

Building Blocks: Content

@ Mentions JlRA lssues

Content

+ Content “p> + More Content

CPRIME

of this page nas The space where you are

reate creating your page Filter Hel h

| select space Demonstration Space = | | Parent: Welcome to Confluence |

- Blank page - Blog post

Start with a blank page yy Share news and announcements with your team

— Decision File list tt Record important project decisions and Upload, preview and share files with your team

communicate them with your team -~ How-to article — JIRA report

Provide step-by-step guidance for completing a x Communicate JIRA information in easy to read task reports

[= Meeting notes PB Product requirements

eS Milas 5 ee 08 om obi mo iD bn i =I on $i > (THAI i sents anc a2 2 >= too on 8 een ode C—= SN a

Add or customise templates for the selected space Close

Dee

Available templates and blueprints

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Create Page

= X&Confluence Spaces + People Create

Demonstration Space / Pages / Welcome to Confluence

| 1 [Define Page Title

Edit Page Restrictions, Preview, Save, or Close

Labels, and Locations Note: A Draft is auto-saved

~

View/Edit Page

Confluence header

ae

pie BREE With Confluence it is easy to create, edit and share content with your team

» What is Confluence? (step 1 of 9)

Choose a topic below to start learning how * A quick look at the editor (step 2 of ¢

* Let's edit this page (step 3 of 9)

- Prettify the page with an image (ster 1 What is Confluence? Edit the Dage

2 A quick look at the editor Watch it to get updates 3 Let's edit this page Use Tools for more options

4 Preitify the page with an image + Get serious with a table (step 5 of 9)

* Lay out your page (step 6 of 9)

* Learn the wonders of autoconvert (si * Tell people what you think in a com

= XConfluence Spaces ~

VDEemMonstration Space

đ) Pages A\ Blog

SPACE SHORTCUTS

Here you can add shortcut links to the most important content for your team or project Configure sidebar

4 | i |

£ Space tools +

~ CPRIME

What is Confluence? (step 1 of 9) Page History s

Created by Anonymous on Feb 21, 2015

Restrictions Favourite = Confluence is a collaboration tool where you can create and share content with your team Page Information

You might use Confluence to write and discuss meeting notes, project plans, requirements, how-to guides, or anything Resolved comments (0) Click the Create button on the header to see some of the types of pages you can create Link to this Page A Confluence page can contain text, images, diagrams, activity streams, videos, and more View in Hierarchy Confluence puts your content online in a central place where your team can search, edit and discuss it at any time View Source

So let's try it! Click here to learn how to edit a page

Create a copy of existing page

Edit name and content as

necessary

14

Move/Re-Order Page

Move Page — ‘What is Confluence? (step 1 of 9)’

Advanced Search Hecently Viewed

browse

~ CPRIME

vatch E2 Share

New parent page Welcome to Confluence RESUCUONS

start typing a page title to see a list of Suggestions y Favourite

Page Information

If different, enter new space or | Resolved comments (0)

new parent page Link to this Page

View in Hierarchy

View Source View Storage Format

Export to PDF Export to Word Import Word Document Current location Demonstration Space » Welcon@a&to Confluence

New location: Demonstration Space > Welcome t 2 nce

#lReorder Move Joarce Delete

Check Reorder to enable

Move page to new space,

page to be re-positioned new parent Page,

after move or to re-order pages ,.

Attach Files to Page

Attach A Drop files here to attach them

Browse to select files or Drag and Drop

~ CPRIME

Page Information Resolved comments (0)

Link to this Page

View in Hierarchy View Source

View Storage Format

CPRIME

Add Labels to Page

Labels

Create new labell Add

pages * View existing labels

Enter name for new label and Add

Shortcut tip: In page view, pressing | also opens this dialog box Close NGL

View existing labels

Click pencil icon to add new labels shortcut Tip: Press |

Manage Permissions for Page

Page Information

¢ View existing restrictions SoMegonmo0S bU

°ồ Se† viewing and/or editing restrictions by Person or Group rene a

¢- Remove existing restrictions Miss,

View Source View Storage Format Export to PDF

Export to Word

Move Delete

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PAGE TREE * What is Confluence? (step 1 of $ * A quick look at the editor (step 2 of |

* Let's edit this page (step 3 of 9) - Prettify the page with an image (ste\ > Get serious with a table (step 5 of 9

* Lay out your page (step 6 of 9)

+ Learn the wonders of autoconvert (:

* Tell people what you think in a comn * Share your page with a team membi

~ CPRIME

Add Favorite or Watch Page

Watch a page to stay informed

on any page activity

Pages / Welcome to Confluence # Eq ® Watch F2 Share see

Page Histo Created by Anonymous on Feb 21,2015 9 y

Restrictions

Favourite

Confluence is a collaboration tool where you can create and share content with your team Page Information You might use Confluence to write and discuss meeting notes, project plans, requirements, how-to guides, ogéinything Resolved comments (0)

Click the Create button on the header to see some of the types of pages you can create Link to this Page

A Confluence page can contain text, images, diagrams, activity streams, videos, and more Confluence puts your content online in a central place where your team can search, edit and dig€uss it at any time SO let's try it! Click here to learn how to edit a page View in Hierarchy View Source View Storage Format

Export to PDF Export to Word

Mark a Dage as Favorite tO Import Word Document

find it quickly on dashboard on

Delete

PREV HOME NEXT

19

dr first page - Click the Creafe button in the header to get started

ir Space - Click Configure Sidebar in the left panel to update space details and logo

ssions - Click Space Tools in the left sidebar to update permissions and give others access

e activity Space contributors

ain - Swati Jain (19 hours ago) Ith Client Inqurity Process Flow updated yesterday at 4:19 PM « view change * Stanley Florek (8 days ago)

- Brandon Huff (9 days ago) ith Client Inqurity Process Flow commented yesterday at 4:11 PM + Chris Shim (26 days ago)

Capital Group - Training Plan updated May 22, 2015 - view change * Simone Chen (27 days ago)

ness Requirements Doc - Sample updated May 21, 2015 » view change

4 Comments

2 Stanley Florek

Swati, | have gotten in to this page and can see the diagram and photo you posted Nice work so far

Reply « Like * Apr 16, 2015

Find Tiny URL to page by clicking

here Short link useful for distribution

Resolved comments

Link to †his Page |

View in Hierarchy View Source View Storage Format Export to PDF Export to Word Import Word Document

Copy Move

Delete

21

ohare page with other Confluence users by dropping

the page link In user's Inbox

~

Sharing with @ mentions

share and notify users of page comments Mention user on a page (edit page) or in a comment

¢) Like Be the first to like this No labels #

Format: @ username Page link will be dropped in user's Inbox

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Export Page

= X&Confluence Spaces~ People Greate 0 @-~ 8@- OO LÀ =

| 3 Pages i Edt @®Watch Share s»»

the most important content for your

wamorproxet conte sever | \ATA|COQme to Confluence = View in Hierarchy ——_

3 Let's edit this page Delete

* Learn the wonders of autocorvert (| _

* Tell people what you think in a comn 4 Prettify the page with an image

q| Ƒ———— = » Get serious with a table

to archive and distribute

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Fixed a typo Apr 26, 2013 13:53 Leah Admin Restore this version beee Apr 26, 2013 13:52 ¿.ằÔ ^ Restore this version - Delete

(Added note about changes}==

Apr 26, 2013 11:56 Rach Admin [Administrator] Restore this version - Delete |

select any two versions to compare

This line was added

less than a minute ago less than a minute ago

View Page History

Add this line

Reformat this line,

~

: View Page eee Attachments (0) Page History

select Page Information to

find Version History and other

useful information about

the page

20

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BY Author

SPACE

All spaces * L] Search archived spaces

LAST MODIFIED

Any date Last 24 hours Last week Last month Last year TYPE All Content Pages Blog Posts

Advanced search

Agile Practitioners * Nov 11, 2013

ì Tools Team Cross-Training

Hi All, Here are the topics we identified as important for Tools team to cross-train in It's consolidated from my individual interviews with each of you For Friday's 4

Tools « Jul 16, 2014

iw) cPrime Consultant Playbook(1).docx

cPrime Consultant Playbook Introduction and Purpose cPrime employs many consultants to train, coach, and otherwise assist our clients with improving their project-management

People Programs / / Onboarding - Consultants » Oct 21, 2013

a =) The Capital Group - Training Plan CLIENT DRAFT

train-the-trainer approach for around 40-70 users While most of these are application users, some others are project leads/admins who may need in depth understanding of some

Engagements * about 7 hours ago

The Capital Group - Training Plan Internal Working Copy

Client is taking train-the-trainer approach for around 20-30 users While most of these are application users, some others are project leads/admins who may need in depth

cPrime Customer Implementations

=) 2.3 Agile Board Transition

cPrime Customer Implementations

=) 2.2 Project Transition

cPrime Customer Implementations

=) 2.1 Transition steps to implement the JIRA

cPrime Customer Implementations

Q Search for tra'

Quick Search will

Autocomplete your entries

Add Inline Comments on Page

a between =5+)/sll < §/s.‹-.: creation timestamp any delays to be made easily visible This appe:

When content is selected, a comment

icon will appear to add inline comments

-Ổ SLAs Miscaptured: if the Support Intake Systems email to JIRA is delayed in a susbtantial way, there will be a wide delta between the

original ticket creation timestamp and the JIRA one There is no create date explicitly sent in the email template, but if there was we could a

least capture that in JIRA so any delays to be made easily visible This appears to be an existing risk in the business process today, and would not represent a risk introduced by JIRA

* Obsolete Team Data in JIRA: Look Up Data will be retrieved from Client Team Service database for initial data retrieval Once retrieved, these values will be stored and captured in JIRA fields Any changes to these values will need to be maintained manually in the event of org changes Bulk Change functionality may be used to make bulk data updates

Enter comments into the comment and save

Vv A

cy cPrime Administrator

Please define where original ticket

is coming from for additional clarity |

Note: Text will appear highlighted until comment has been marked as resolved

Resolve Inline Comments on Page

- SLAs Miscaptured: if the Support Intake Systems email to JIRA is delayed in a susbtantial way, there will be a wide delta between the

original ticket creation timestamp and the JIRA one There is no create date explicitly sent in the email template, but if there was we could at

least capture that in JIRA so any delays to be made easily visible This appears to be an existing risk in the business process today, and would not represent a risk introduced by JIRA

- Obsolete Team Data in JIRA: Look Up Data will be retrieved from Client Team Service database for initial data retrieval Once retrieved, these values will be stored and captured in JIRA fields Any changes to these values will need to be maintained manually in the event of org changes Bulk Change functionality may be used to make bulk data updates

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