Confluence, Tech Comm, Chocolate
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# & $ % & Confluence, Tech Comm, Chocolate, A wiki as platform extraordinaire for technical communication Sarah Maddox PRESS Confluence, Tech Comm, Chocolate, Copyright © 2012 Sarah Maddox All rights reserved. No part of this book may be reproduced or transmitted in any form or by any means without the prior written permission of the copyright holder, except for the inclusion of brief quotations in a review. Graphics credits Illustrations: Ryan Maddox The cover design, book design, and the XML Press logo are copyright © 2012 XML Press. The cover illustra- tion and interior illustrations are copyright © 2012 Ryan Maddox. Disclaimer The information in this book is provided on an “as is” basis, without warranty. While every effort has been taken by the author and XML Press in the preparation of this book, the author and XML Press shall have neither liability nor responsibility to any person or entity with respect to any loss or damages arising from the information contained in this book. This book contains links to third-party web sites that are not under the control of the author or XML Press. The author and XML Press are not responsible for the content of any linked site. Inclusion of a link in this book does not imply that the author or XML Press endorses or accepts any responsibility for the content of that third-party site. Trademarks XML Press and the XML Press logo are trademarks of XML Press. All terms mentioned in this book that are known to be trademarks or service marks have been capitalized as appropriate. Use of a term in this book should not be regarded as affecting the validity of any trademark or service mark. XML Press Laguna Hills, California http://xmlpress.net First Edition ISBN: 978-1-937434-00-7 Table of Contents I. Introduction ........................................................................................................ 1 1. Welcome to this book ......................................................................................... 3 Getting passionate about technical communication and wikis .......................................... 4 How to use this book ....................................................................................... 7 How we produced this book .............................................................................. 10 Disclaimer .................................................................................................. 11 Acknowledgments ........................................................................................ 11 Confluence quick start .................................................................................... 13 Have fun in this book! ..................................................................................... 13 References ................................................................................................. 13 2. Introducing the wiki ......................................................................................... 15 Let’s talk about wikis ...................................................................................... 15 What is a wiki? ............................................................................................. 16 What do people mean when they say “wiki?” ............................................................ 17 The major wiki brands ..................................................................................... 18 A wiki by any other name… .............................................................................. 19 Some well known wiki sites ............................................................................... 20 Technical documentation wiki sites ...................................................................... 22 Do they all look the same? ................................................................................ 25 Plugins, add-ons and extensions ......................................................................... 25 Wiki and tech comm ...................................................................................... 26 What you now know about wikis ......................................................................... 29 References ................................................................................................. 29 3. Getting to know Confluence wiki .......................................................................... 31 Let’s talk about Confluence and its makers .............................................................. 32 Introducing Confluence and Atlassian ................................................................... 32 What is in the wiki? ........................................................................................ 34 Wiki as subversive technology ............................................................................ 42 Why do they call Confluence an enterprise wiki? ........................................................ 43 Confluence 4 ............................................................................................... 45 Confluence is now your friend ............................................................................ 47 References ................................................................................................. 47 II. Developing documentation on a wiki ................................................................... 49 4. Planning your wiki documentation ........................................................................ 51 Let’s talk about planning your wiki ....................................................................... 51 Analyzing your documentation requirements ........................................................... 52 Choosing a wiki ............................................................................................ 54 Understanding the server and machine .................................................................. 57 Planning your user management and global permissions .............................................. 58 Dividing your content into spaces ........................................................................ 59 iv Table of Contents Deciding if you need to add plugins ..................................................................... 60 Getting to know your wiki ................................................................................ 61 Wikitoria ................................................................................................... 61 What you know about planning your wiki ............................................................... 63 References ................................................................................................. 63 5. Getting started on the wiki .................................................................................. 65 Let’s get a documentation wiki up and running ......................................................... 65 Installing your own Confluence or signing up for Confluence OnDemand ............................ 66 Adding users and groups ................................................................................. 73 Adding a documentation space .......................................................................... 74 Setting permissions ....................................................................................... 76 Adding the space description ............................................................................ 81 Designing the space home page ......................................................................... 81 Adding pages and creating the table of contents ....................................................... 84 Kay’s chocolate cake: part 1 ............................................................................... 87 What you have done so far ............................................................................... 88 References ................................................................................................. 88 6. Developing content ......................................................................................... 91 Getting acquainted with the Confluence editor ......................................................... 92 The editor in Confluence 3.5 .............................................................................. 92 The editor in Confluence 4 ................................................................................ 95 Wiki markup explained .................................................................................... 96 Editor quick reference guide ............................................................................ 102 Editing a page ............................................................................................ 104 Adding screenshots and other images to your page ................................................... 107 Drawing diagrams ....................................................................................... 108 What you have learned about developing content .................................................... 112 References ................................................................................................ 113 7. Structure and style ......................................................................................... 115 In search of structure, style and branding .............................................................. 115 Adding structure to a page .............................................................................