Before running the Confluence Setup Wizard, as described below, you should have already completed installing Confluence. When you access Confluence in your web browser for the first time, you will see the Confluence Setup Wizard. This is a series of screens which will prompt you to supply some default values for your Confluence site. It will also offer some more advanced options for setting up data connections and restoring data from a previous installation. 1. Start the Setup Wizard If Confluence is not already running, start it now: If you are running the Confluence distribution on Windows, click Start > Programs > Confluence > Start Confluence Server. Or, run the start-up script found in the binfolder of your installation directory: start-confluence.bat for Windows. start-confluence.sh for Linux-based systems. Go to the following web address in your web browser: http://localhost:8090 The above web address uses port '8090'. If you chose a different port during installation, change '8090' to the number you chose. You should see the licensing screen described below. If an error message appears, first check that you are using the port which you specified during installation. Then check the Installation FAQ. On this page:

2. Enter your License Key

Screenshot above: Licensing and installation type

Find your Confluence license key and paste it into the License Key field, shown on the screenshot above.

If you already have a license key, you can retrieve it from the Atlassian website.

If you do not already have a Confluence license, you can obtain one now:

• To get a free evaluation license:
  1. Click generate an evaluation license online on the setup wizard, shown on the screenshot above.
  2. Follow the prompts to generate your license key and insert it into the setup wizard's licensing screen automatically.
• To get a commercial, academic, non-profit or open source license:
  1. Copy your Server ID from the setup wizard's licensing screen, shown on the screenshot above.
  2. Choose the license type you need from the list on the Atlassian website.
  3. Complete the online order form.

3. Choose your Installation Type

Refer to the screenshot above. In this step, you will choose whether you want an evaluation or a production installation.

Option 1: Evaluation Installation — Set up Confluence with the embedded HSQLDB database and default settings. This option will also install a Demonstration space with some example content to get you working with Confluence as quickly and easily as possible. You may upgrade to another type of database later on.

Who should choose this option?

• Choose the evaluation installation if you are evaluating Confluence or if you are new to Confluence.
• This option is not recommended for production instances of Confluence.

Next, you will be asked for details of your system administrator. Go to step 10 below. Yes, you really can skip all the steps between.

Option 2: Production Installation — Customise your Confluence instance to use your own database and your own data.

The production installation offers the following options:

• Connect Confluence to an external database. Recommended for Confluence used in production environments.
• Restore data from an existing Confluence database.
• Install Confluence without the demonstration content.

4. Production Installation: Database Configuration

Screenshot above: Database configuration

The above screen appears if you have chosen a production installation of Confluence. You can choose to use the embedded database supplied with your Confluence installation, or to connect to an external database.

• Option 1: Embedded Database — If you select this option, Confluence will use an embedded HSQLDB database. You should only select this option for the purposes of evaluating or demonstrating the use of Confluence. You can migrate to an external database later on if you wish.

• Option 2: External Database — If you wish Confluence to use an external database, select your database type from the dropdown list and then click the 'External Database' button.
  
  • For production purposes, you should use an external database to ensure your data is kept safe and consistent.
  • If you choose PostgreSQL, please make sure that the version you install is supported by Atlassian. It is possible that we do not yet support the latest version of PostgreSQL.
  • Read the page about supported platforms for more information about which databases are supported. For details about choosing an external database, refer to the page on system requirements. For information about configuring an external database, see Database Configuration.

5. Production Installation: External Database

You can choose how you wish Confluence to connect to your database - via a direct JDBC connection or via a server-managed datasource connection. Choose one of the two options below.

Option 1: Direct JDBC — This uses a standard JDBC database connection. Connection pooling is handled within Confluence.

Screenshot above: Standard (JDBC) connection

Supply the following information:

• Driver Class Name — The Java class name for the appropriate database driver. This will depend on the JDBC driver, and will be found in the documentation for your database. You will also need to put the appropriate database driver 'jar' file in the server's classpath. For the Confluence distribution, this means copying the jar file into the <confluence-install>/lib directory.
• Database URL — The JDBC URL for the database you will be connecting to. This will depend on the JDBC driver, and will be found in the documentation for your database.
• User Name — A valid username which Confluence will use to access your database.
• Password — The password corresponding to the above username.

You will also need to know:

• The size of the connection pool Confluence should maintain. If in doubt, just go with the default provided.
• What kind of database you're connecting to, so you can tell Confluence which dialect it needs to use.

Option 2: Datasource — This asks the Java application server for a database connection. You will need to have configured a datasource into your application server.

Screenshot above: Datasource connection

Supply the following information:

• Datasource Name — The JNDI name of the datasource, as configured in the application server.
  Note: Some servers will have JNDI names like jdbc/datasourcename; others will be of the form java:comp/env/jdbc/datasourcename. Consult your application-server documentation.

You will also need to know:

• What kind of database you're connecting to, so you can tell Confluence which dialect it needs to use.

6. Production Installation: Load Content

7. Production Installation: Restore Data from Backup

8. Production Installation: Set Up User Management

Screenshot above: User management

You can choose to manage Confluence's users and groups inside Confluence or in JIRA.

• If you do not have Atlassian JIRA installed, or if you would prefer to set up external user management later, choose Manage users and groups within Confluence.
• If you have JIRA installed, the setup wizard gives you the opportunity to configure the JIRA connection automatically. This is a quick way of setting up your JIRA integration with the most common options. It will configure a JIRA user directory for Confluence, and set up application links between JIRA and Confluence for easy sharing of data. Choose Connect to JIRA.

9. Production Installation: Connect to JIRA

For full details and a troubleshooting guide, see Configuring JIRA Integration in the Setup Wizard.

10. Set Up System Administrator

Screenshot above: System administrator

The system administrator has full administrative power over your Confluence instance. This person will be able to add more users, create spaces, and set further Confluence options. Please refer to the overview of global permissions for more information.

1. Enter the following information to set up your system administrator's user account:
   • Username — The username under which the system administrator will log in to Confluence, e.g. 'jsmith'.
   • Password — The password which the system administrator will use to log in.
   • Confirm — Enter the same password again.
   • Name — The system administrator's full name, e.g. 'John Smith'.
   • Email — The system administrator's email address, e.g. 'jsmith@example.com'.
2. Click 'Next'.

11. Setup is Complete

Screenshot above: Setup is complete

Congratulations! You have installed and set up Confluence. Click Start using Confluence to open the Demonstration space in your Confluence wiki. This space contains some sample content and ideas, to help you get started quickly.

Click Further Configuration if you want to go directly to the Administration Console and complete administrator's tasks including configuring a mail server, adding users, changing the base URL and more. Refer to the Confluence Administrator's Guide for more information. 

12. Fix an Internationalisation Problem

If you are installing Confluence 5.0 and you plan to configure Confluence for a language other than English, you will need to install a patch. This patch is available as a plugin. For more information, please refer to this article in our knowledge base: Nothing Happens when Users Click on the "Create" Button.

Note: This issue will be fixed in Confluence 5.0.1.

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