By Chris Dillon. Version 6, 22 March, 2024. Latest version at: https://sites.google.com/site/chrisdillon/quick-guides/confluence
These instructions refer to UCL's installation of Confluence. Most of it applies to Confluence as installed in other organisations.
It is recommended that you use Firefox or Chrome on the PC, and Firefox, rather than Safari, on the Mac.
Wikis may be used, for example, for:
structures of articles on subjects à la Wikipedia
sharing technical notes in a small group
collaborative work (much quicker than by e-mail attachment!)
managing projects
personal homepage
The Dashboard lists the spaces to which you have access in a column on the left. You may be able to see some spaces without logging in, but you won’t be able to do much.
As you navigate through pages in spaces, you will see various tabs at the top. If you can see the Edit tab, you can click on it to edit the page (or the page’s title).
If you are using one of the recommended browsers (see the top of this guide), a WYSIWYG editor (the “Rich Text” tab) will appear with Word-like formatting options. The Format drop-down box is the recommended way to add headings and other styles. Remember to save any changes before navigating away from the page you’re working on!
This presumes that the part of the wiki (“space”) the page is to be added to exists, if it doesn’t, see Creating a space below.
Navigate to the space or page where you want the new page.
Click the New Page hyperlink top right. The default page’s name is by default New Page. you will want to change this. Add some content and click Save.
The new page opens.
Attachments are inconvenient things; don’t use them if you can get away with copying text into an ordinary wiki page.
Navigate to the page to which you want to attach the file. Before going into the editor, click on the Attachments tab. Type a brief description of the file in the Comments field and click Browse to locate the file to be uploaded into the wiki.
To remove an attachment, click on the Attachments tab and click the Remove button to the right of the file.
Click the Insert/Edit Link icon (it looks like a chain) on the toolbar.
To link to a page in the UCL Wiki, search e.g. Global Spaces for the page. Click the link and click OK. (Attachments are included in the search.) Alternatively just add the exact name of the page between square brackets [].
To link to a page on the Internet, click on the External Link tab and enter the address. (it may be safest to copy the address from your browser’s Address field).
Click the Insert/Edit Image icon (it looks like mountains) on the toolbar.
Click the EDIT link next to Restrictions at the bottom of the page further to restrict who can read and edit the page.
Navigate to the page and click on the Info tab.
Click on the PDF or Word link in the Export As field.
To see changes to a page, click on the Info tab of the page in question and use the view changes links.
Restore an old version of a page by clicking the View Page History link.
Click the Edit tab to edit the page in question. Click the Remove Page hyperlink top right.
UCL staff and students can create personal spaces.
Once you are logged on, you should see your name top right as a hyperlink on the UCL Wiki homepage. Click on this link.
On the page that appears, you see a message saying You can create a personal space to keep your own pages and news. Click on the create a personal space hyperlink.
By default personal spaces are viewable by anyone in UCL. You may wish to turn off Registered users - anyone logged into Confluence as you create your personal space.
It is not recommended that you tick Anonymous - anyone, logged in or not under Choose who can contribute, as this would expose your space to mischievous comments from the unscrupulous.
The address of your space is: http://wiki.ucl.ac.uk//display/~[your seven digit UCL user id]
Click Create.
If you ever want to remove your space, click the Browse Space hyperlink top right and then the Space Admin tab. Click Remove Space.
To adjust who has what access to your space, click the Browse Space hyperlink top right and then the Space Admin tab. Click Edit Permissions under the relevant user category and tick the relevant boxes. Click Save All.
Apart from personal spaces (c.f. personal websites), it is also possible to set up global spaces (c.f. websites for part of an organisation).
Want to be e-mail’d when new content has been added to your space? Switch on Browse Space | Advanced | Start watching this space.
For detailed documentation, see: http://confluence.atlassian.com/display/DOC/Confluence+Documentation+Home