By Chris Dillon. Version 5, 3 July, 2017. Latest version at: www.it4langs.org.uk
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.
1. Why would you want to use a wiki?
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
2. Logging in
Go to http://wiki.ucl.ac.uk and login with your normal UCL user ID and password.
The page which appears is the UCL Wiki Dashboard. It 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.
3. Editing a page
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!
4. Adding a new page
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.
5. Attaching a file to a page in the wiki
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.
6. Inserting a link
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).
7. Adding an image
Click the Insert/Edit Image icon (it looks like mountains) on the toolbar.
8. Restricting a page
Click the EDIT link next to Restrictions at the bottom of the page further to restrict who can read and edit the page.
9. Exporting a page as a Word file or PDF
Navigate to the page and click on the Info tab.
Click on the PDF or Word link in the Export As field.
10. Viewing changes and restoring older versions of pages
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.
11. Removing pages
Click the Edit tab to edit the page in question. Click the Remove Page hyperlink top right.
12. Creating a personal space in the wiki
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]
More information on permissions:
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.
If you want, for example, all UCL users to have write access, you have to explicitly give access to group "ucl-all". ucl-staff and ucl-hon are also useful groups. For information about other UCL access groups, see: www.ucl.ac.uk/upi/web-users/intranet-groups
13. Creating a global space
Apart from personal spaces (c.f. personal websites), it is also possible for UCL members of staff to set up global spaces (c.f. websites for part of an organisation).
To apply for a global space, fill in the Wiki Space Request form at: www.ucl.ac.uk/wiki (right column).
14. Watching activity in a space
Want to be e-mail’d when new content has been added to your space? Switch on Browse Space | Advanced | Start watching this space.
15. Further information
A good general overview may be found at: www.atlassian.com/software/confluence/webinar.jsp
UCL specific documentation is here: http://wiki.ucl.ac.uk/display/AboutWiki/About+the+UCL+Wiki
For detailed documentation, see: http://confluence.atlassian.com/display/DOC/Confluence+Documentation+Home