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Managing Confluence Spaces

  • Course Code MANGCONFSPACES
  • Duration 1 days

Course Delivery

Public Classroom Price

£300.00

excl. VAT

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Course Delivery

This course is available in the following formats:

  • Public Classroom

    Traditional Classroom Learning

  • Virtual Learning

    Learning that is virtual

Request this course in a different delivery format.

Course Overview

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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

Course Schedule

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Target Audience

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