1. Wiki Training: Advanced Wiki@UCSF Instructor: Zach Silveira wiki-admin@ucsf.edu (415) 476-4389 Wiki@UCSF

2. Advanced Wiki@UCSF  Macros  Attachment & Import Features  Moving Wiki Pages and Attachments  Columns and Panels  Using the Blog Feature  Labels  Displaying External Content  Viewing Space Activity  Setting Page Restrictions Space Administrator Features  Space Types and Permissions  Managing Access to Your Space  Changing the Look and Feel  Deleted and Restricted Pages 2

3. Macros 1.While editing a page, click the ‘Insert’ drop-down menu 2.Click ‘Other Macros’ 3.Select the macro you want to use 4.Set the parameters (if necessary) 5.Click the ‘Insert’ button to enter the macro into your page Notes:  To quickly add a macro while typing in a page, type { and select from options  To edit an existing macro, click the macro placeholder and click ‘Edit’ button  If you change parameters, click the ‘Refresh’ link to refresh the preview pane 3

4. Attachment & Import Features  Display a list of attachments on a page: Attachments macro  Display an attachment in the body of a page: Office Word, Office Excel, Office Powerpoint, PDF  Display a gallery of attached images: Gallery macro  Import a Word doc so it becomes a wiki page: go to ‘Tools’ menu and select ‘Import Word Document’ 4

5. Moving Wiki Pages and Attachments  Move a page to a new location within the same space: 1.Browse > Pages 2.Click ‘Tree’ link 3.Drag and drop page to new location  Move a page to a different space: 1.On the page you want to move, Tools > Move 2.Select new space and parent page 3.Click ‘Move’ button  Move an attachment to a different page: 1.On page where attachment lives, Tools > Attachments 2.Click ‘Properties’ link to right of filename 3.In ‘Page’ field, type page name or click magnifying glass 4.Click ‘Save’ button Notes:  When you move a page, all its children pages and attachments move with it 5

6. Columns and Panels  Add columns to your page: 1.While editing, add a Section macro 2.Inside the Section macro, add a Column macro 3.Repeat step 2 until you have as many columns as you need  Add a panel to your page: 1.While editing, add a Panel macro 2.Change parameters (background color, etc.) Notes:  Remember, column macro always has to be inside a section macro  You can also add preformatted alert panels using the Info, Note, Warning and Tip macros 6

7. Using the Blog Feature  Add a new blog post 1.Go to the ‘Add’ menu and select ‘Blog Post’ 2.Enter a title and content, then click the ‘Save’ button  Browse existing blog posts 1.Go to the ‘Browse’ menu and select ‘Blog’ 2.Click on the calendar to see older posts  Display blog posts on a wiki page 1.While editing a page, click the ‘Insert/Edit Macro’ button 2.Find the Blog Posts macro 3.Adjust the macro parameters and click ‘Insert’ button 7

8. Labels  Add a label to a page 1.Scroll to the bottom of a page and click the pencil icon next to Labels 2.Enter your label term and click ‘Add’ 3.Click ‘Done’ when finished  Browse labels being used in the space 1.Go to the ‘Browse’ menu and select ‘Labels’  Display a list of labeled content in various forms 1.While editing a page, click the ‘Insert/Edit Macro’ button 2.Search for one of the label macros and select the one you want 3.Click ‘Insert’ to add it to your page Notes:  Labels must be a single word only (no spaces) 8

9. Displaying External Content 1.While editing a page, paste a URL into the body of the page 2.Save the page Notes:  Some content types you can embed this way: YouTube video, Flickr photostream, Google calendar, Twitter feed, Google document, etc.  There is also an RSS Feed macro that lets you embed an RSS feed in a wiki page (feed requires approval; email wiki-admin@ucsf.edu)wiki-admin@ucsf.edu 9

10. Viewing Space Activity 1.Go to the ‘Browse’ menu and select ‘Activity’ 2.Click a link to set the time period for which you want to see activity (month, week, day) Notes:  The columns at the bottom show the most active pages and contributors 10

11. Setting Page Restrictions 1.Go to the ‘Tools’ menu and select ‘Restrictions’ 2.Select ‘Restrict viewing…’ or ‘Restrict editing…’ and start typing the name of a user or group 3.Click ‘Restrict’ button 4.Click ‘Save’ when finished Notes:  ‘View’ restrictions are inherited by child pages,‘Edit’ restrictions are not  User must have space-level permission  Space Administrator can give users permission to set page restrictions by going to Browse > Space Admin > Permissions  Space Administrator can override page restrictions by going to Browse > Space Admin > Restricted Pages 11

12. Space Types and Permissions 12 PublicLogin RequiredPrivate DescriptionAccessible to anyone, no login required Accessible to all Wiki@UCSF users who are logged in Accessible only to certain Wiki@UCSF users you select Permissions Structure ‘Anonymous’ has at least view permissions The ‘confluence-users’ group has at least view permissions Only groups (not ‘confluence-users’) and individual users have permissions How to Give a User Access No action necessaryMake sure the user can log in to Wiki@UCSF Make sure the user can log in to Wiki@UCSF, then add user to group or give individual user permissions Notes:  If a user doesn’t have a wiki identity yet, tell the user to log in to the wiki (this will automatically create it) or send the user’s name to wiki-admin@ucsf.eduwiki-admin@ucsf.edu

13. Managing Access to Your Space  View and change who has access to your space 1.Go to the ‘Browse’ menu, select ‘Space Admin’, then click ‘Permissions’ link 2.Click the ‘Edit Permissions’ button to change permissions  Create a user group 1.Go to the ‘Browse’ menu and select ‘Manage Users/Groups’ 2.Enter a new group name into the Add Group box & click ‘Submit’ button  Add/remove users in a group 1.Go to the ‘Browse’ menu and select ‘Manage Users/Groups’ 2.Click the name of the group you want to modify 3.Click the ‘Confluence Directory Search’ link to look up users 4.When you find the user, click the green plus (add) or the trash can (remove) 13

14. Changing the Look and Feel 1.Go to the ‘Browse’ menu and select ‘Space Admin’ 2.Click the links under the ‘Look and Feel’ heading on the left menu  Themes  Add a left navigation menu by selecting Documentation Theme  Get fixed width and larger fonts by selecting Easy Reader Theme  Change Space Logo  Turn logo on  Browse for image file on your computer 14

15. Deleted and Restricted Pages  Restore or purge deleted pages 1.Go to the ‘Browse’ menu and select ‘Space Admin’ 2.Click the ‘Trash’ option (under ‘Space Operations’ heading) 3.Click the ‘Restore’ or ‘Purge’ link next to the deleted page  View a list of restricted pages 1.Go to the ‘Browse’ menu and select ‘Space Admin’ 2.Click the ‘Restricted Pages’ option (under ‘Security’ heading) 3.To remove a page restriction, click the lock icon to the right of the page 15