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We are delighted that you have chosen Confluence. This guide will take you through installing Confluence and trying out the most relevant features.

Getting started

1. Installing Confluence

If you have not already got Confluence up and running, carry out the following steps:

  1. Go to the Confluence download page.
  2. Download the Confluence Windows Installer file for 32-bit or 64-bit Windows.
  3. Run the installer, choose an installation directory, a home directory, and a port ('8090' will do). We recommend that, when prompted, you choose to install Confluence as a service.
  4. Confluence will start automatically when the installer finishes. The installer will also add Windows 'Start' menu shortcuts which you can use to start and stop Confluence.
  5. To access Confluence, go to your web browser and type this address: http://localhost:8090.
  6. Follow the Setup Wizard. This will guide you through the process of setting up your Confluence server and creating an administrative user.

For more help on the technical procedures in this section, see the Confluence Installation Guide.

If you need assistance, please create a support ticket.

Download the Confluence Linux Installer (.BIN) file from the  Confluence download page, and follow the installation instructions. The Setup Wizard will guide you through the process of setting up your Confluence server and creating an administrative user.

If you need assistance, please create a support ticket.

2. Importing existing content

The best way to spur adoption is to get some content in Confluence. It is likely that you have existing documentation stored in another wiki or in static documents. Confluence makes it easy to import your existing content so that you do not have to re-invent the wheel or start from scratch.

Refer to our documentation on Importing Content Into Confluence, for details on:

  • Importing content from other Confluence sites
  • Importing content from other wikis.
  • Importing content from an Office document
  • Importing web content
  • Importing other non-wiki content

3. Adding users

Add people so that they can collaborate quickly.

  1. Add or invite users — add user accounts for the people who will create the pages and blog posts in your Confluence site, or send people invitations to sign up themselves.
  2. (Optional) Add users to groups — your users will be automatically added to the 'confluence-users' group. You can add them to other groups too.
  3. (Optional) Set up public access — allow non-logged-in users to access your Confluence site. Note that they will only be able to view content where the space permissions allow 'Anonymous' access.

4. Configuring mail

Confluence can send notifications based on user preferences, such as when people are watching the contributions to a particular space or page. To take advantage of this feature, you will first need to tell Confluence about your SMTP server.

Mastering the basics

(info) Your users will need to access Confluence at http://<Confluence site name>:8090 (not http://localhost:8090 ).

5. Creating spaces, pages and blog posts

Your new Confluence site contains a 'Demonstration' space, which includes a tutorial. This will guide you through the basics of using the dashboard, creating a space, adding pages and publishing blog posts.

6. Searching Confluence

7. Subscribing to updates

Customising Confluence

You need Confluence Administrator permissions to do the tasks in this section. see Global Permissions Overview.

If you replace the default Confluence logo with your organisation's logo, your Confluence site will immediately appear more familiar to visitors.

9. Changing Confluence's colours

If you replace the default Confluence colours with your organisation's standard colours, your Confluence site will immediately appear more familiar to visitors.

10. Choosing a different theme

Depending on what you are using Confluence for, you may want to alter the 'theme' (i.e. screen layout) for an individual space or for the entire site. For example, for a space that contains documentation, you may prefer a theme that displays a table of contents on the left and allows you to configure a page header and footer.

Please see the following documentation:

11. Using a page template

A page template is a form that is displayed when a user creates a page, so that the user can enter content in particular fields. A page template can be made available to your entire Confluence site or just to a particular space. For example, a human resources space might have a template called 'Leave Request', or an information technology space might have a template called 'Asset Configuration'.

See the following documentation: Adding a template

12. Installing plugins

There are hundreds of new features and customisations available for Confluence as plugins. For example, many additions to Confluence's macros are available as plugins. Take a look at our most popular plugins.

Confluence comes with a number of bundled plugins. You can install others via the Confluence administration screens.

Important next steps

You need Confluence Administrator permissions to do the tasks in this section. see Global Permissions Overview.

13. Connecting to an external database

Before using Confluence as a production system, you need to switch from the default HSQL database, which is provided for evaluation purposes only. Please see the documentation for details.

14. Backing up data

To back up your Confluence data, and establish processes for regular backups, please see the documentation.

We hope you have fun with Confluence

We're always happy to help. Feel free to contact us with any questions you have.

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