Quick Guide
Contents
*Note* Links will be added soon!
1. What is Confluence?
Confluence is a tool for collective media, which can be used to produce interactive WWW-pages in e.g. group work (wiki). The administrator of the workspace can assign its users, whom are able to edit areas that the administrator has given rights for.
2. How to open/format/establish your own workspace?
2.1 Personal workspace
- 2.1.1 Activate your own Metropolia username at http://activation.metropolia.fi if you have not already done so.
- 2.1.2 Go to the Confluence front page (https://wiki2.metropolia.fi, spaces related to teaching and learning), https://wiki.metropolia.fi (commercial projects).
- 2.1.3 Login to Confluence (“Metropolia Log in”, right hand corner)
- 2.1.4 Your name/image is shown in the right hand corner of the interface after which is an arrow. Open the menu by placing the cursor over it and clicking.
- 2.1.5 Click “Personal Space”.
- 2.1.6 You are now on your personal Confluence-page, where you can now begin to create material from the “Edit Profile” button. Give a title e.g. your name.
- 2.1.7 “Save”.
2.2 Study and project workspaces
- 2.2.1 Activate your Metropolia username at http://activation.metropolia.fi, if you have not already done so..
- 2.2.2 Apply for the workspace to be created and request for the administrative rights from Metropolia Helpdesk.
- 2.2.3 Wait for your workspace request to be handled. Provided that the workspace is created, a link will show up on the left hand side of the Confluence website. When the workspace has been made, you are now able to open it and start to produce content.
3. How do I create a new page?
- 3.1 Create -> Blank Page
- 3.2 Write the title into the box at the top of the page (replace “New page” with the title).
- 3.3 Compose the text body into a box located below the toolbox (B I U etc.)
- 3.4 Edit the content (sub-headings, links, images).
- 3.5 Save (by pressing Save) or delete (Cancel).
4. How do I edit a page?
- 4.1 Edit
- 4.2 Make necessary changes.
- 4.3 Save. Note! The page refreshes with a 15 second delay / lag
5. How do I make a link?
5.1 Linking to a webpage outside Confluence
- 5.1.1 Copy the link URL
- 5.1.2 Go to the Confluence Edit
- 5.1.3 Select the characters on the link
- 5.1.4 Choose the link tool
- 5.1.5 Place the links address into the box “Link”
- 5.1.6 OK.
5.2 Link to another Confluence page
- 5.2.1 Go to “Edit”
- 5.2.2 Select the characters on the link
- 5.2.3 Choose the link tool
- 5.2.4 Select what the link is about from the Search box
- 5.2.5 OK.
6. Other tools for page editing
6.1 Useful buttons in the bottom toolbar
B | Bold |
Paragraph | e.g. marking headings (Heading 1, Heading 2 etc.) |
Table | Adding tables |
Unordered list | List without numbers |
Ordered list | List with numbers |
Indent | Indenting |
Insert | Adding images, macros and others |
6.2 Other useful functions
Cancel | Delete. |
Notify watchers | Confluence informs other users about made changes. Small changes should not be informed about – x here |
Comment | Comments on the content. |
Location | The location of the webpage in the search tool |
Restrictions | Here you can restrict the users’ rights to read or edit text. |
Labels | Sets a label to a page, e.g. language-fi (language in Finnish) |
7. Deleting, moving and restoring pages
7.1 How do I delete a page?
A page can be deleted by a user that has been granted the rights for the Pages Remove -right.
- 7.1.1 Go to the page that you want to delete.
- 7.1.2 Tools -> Delete
Note! “Delete” action moves the page and other possible attached files into the Confluence trash. These files can then be found with Google searches, but not with Confluence’s own search function. If pages and associated files should be deleted, they must be deleted separately from Confluence trash. (Browse -> Space admin -> Trash -> Purge).
Note! “Delete” action also deletes files attached to the page.
7.2 How do I move a page to another directory in the given workspace?
- 7.2.1 Go to the page that you want to move.
- 7.2.2 Tools -> Move
- 7.2.3 Write into the “New parent page field”: the name of the directory under which the page is moved.
7.3 How do I restore a previous version of my page?
- 7.3.1 Go to the page that needs to be restored
- 7.3.2 Tools -> Page history
- 7.3.3 Choose the version that you want to restore (e.g. Version 33)
- 7.3.4. Restore this version
7.4 How to restore a page that has been deleted with the “Remove” function?
(The local admin is able to execute the restore)
- 7.4.1 Browse -> Space admin -> Trash
- 7.4.2 Choose “restore” from the page that you want to be restored.
8. How to manage permissions
8.1 Workspaces and personal pages
Each owner of a workspace (i.e. admin) can alter the viewing and editing permissions from the Permissions page, which can be found from Browse -> Space Admin -> Permissions
Permissions can be altered from the Permissions page in the following way:
- 8.1.1 Groups can be added into the workspace under the sub-heading “Groups”, e.g. staff and students. Each group can be assigned separate viewing and editing permissions.
- 8.1.2 Individual users profiles/usernames can be attached to the workspace under the sub-heading “Individual users”
- 8.1.3 Under the sub-heading “Anonymous access” one can alter the accessibility of non-users of Metropolia wiki to the workspace.
8.2 Individual directories and pages
You can alter the permissions to specific wiki directories and pages. A permission granted to the front page of a directory also applies for the subdirectories.
- 8.2.1 Go to the front page of the directory or page itself, which you want to set permissions to.
- 8.2.2 Edit
- 8.2.3 Next to “Restrictions” click the Edit link.
- 8.2.4 Set permissions for viewing (Restrict viewing of this page) and editing (Restrict editing of this page).
8.3 How do I set Restrictions settings?
- 8.3.1 Select whether the Restriction setting applies for viewing (View) or editing (Edit).
- 8.3.2 Select which users receive the permissions for viewing and editing.
- 8.3.2.1 Select users
- 8.3.2.2 Write the users surname to the field Full name -> Search
- 8.3.2.3 Select the user by ticking the box next to the name.
- 8.3.2.4 Select user
- 8.3.2.5 Save
8.4 Handling unfinished content
Unfinished material can be written into the wiki and block out external users the following way:
- 8.4.1 Type out the preliminary version where it will be published later.
- 8.4.2 Click Edit from the Restrictions row (bottom of the page).
- 8.4.3 Select Restrict viewing of this page and Me.
- 8.4.4 Restrict
- 8.4.5 Save
Finalized page is published the following way:
- 8.4.6 Go back to the Restrictions settings and remove the restriction (Remove restriction).
8.5 How do I make a workspace that can be viewed by Metropolia staff and students, but not to other people outside Metropolia?
- 8.5.1 Browse -> Space admin -> Permissions (or: Space tools -> Permissions)
- 8.5.2 Go under the sub-heading “Groups” -> Edit permissions
- 8.5.3 Write “role:all:member” into the space “Grant permissions to”.
- 8.5.4 Save
8.6 How do I add users to the workspace that are not from Metropolia?
- 8.6.1 Send a request for the usernames to helpdesk. Provide the required information. *link*
- 8.6.2 Helpdesk will send the usernames once they have been made.
- 8.6.3 Attach the usernames under “Individual users” like in 8.1.
9. Labels
- 9.1 Team label
10. Adding features with macros and plugins
- 10.1 Different macros (e.g. table of contents, RSS, Include, Calendar, Gallery, Content by label, Recently updated
- 10.2 Gliffy diagrams
11. How do I change the name of the workspace?
The admin of the workspace is able to change the name (i.e. the name that can be seen on the front page of Metropolia wiki).
- 11.1 Space
- 11.2 Space admin
- 11.3 Edit space details
- 11.4 In the space “Name” you can edit the name of the workspace
- 11.5 In the space “Description” you can edit the descriptions of the workspace (shown on the front page, under the wiki page title).
- 11.6 Save
12. How do I make a PDF-file from my workspace?
- The admin of the workspace is able to make a printed PDF file from the workspace.
13. Copyright and information security
- Material produced by parties outside Metropolia is protected by copyright laws in most cases. Before producing material of this form, you must first consult the main user petri.silmala@metropolia.fi
14. The effect of version updates on Metropolia Confluence
- Confluence 5.4. (November 2014)
15. Detailed Confluence instructions in English
16. See also
- Staff training for social media use.
- Created by Petri Silmälä, last modified on 23.2.2024