Wiki Training:Advanced Wiki@UCSFInstructor: Zach Silveira

wiki-admin@ucsf.edu(415) 476-4389Wiki@UCSF

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

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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 macrointo 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

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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’

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Moving Wiki Pages and Attachments

Move a page to a new location within the same space:1. Browse > Pages2. Click ‘Tree’ link3. Drag and drop page to new location

Move a page to a different space:1. On the page you want to move, Tools > Move2. Select new space and parent page3. Click ‘Move’ button

Move an attachment to a different page:1. On page where attachment lives, Tools > Attachments2. Click ‘Properties’ link to right of filename3. In ‘Page’ field, type page name or click magnifying glass4. Click ‘Save’ button

Notes:1. When you move a page, all its children pages and attachments move with it

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Columns and Panels

Add columns to your page:1. While editing, add a Section macro2. Inside the Section macro, add a Column macro3. Repeat step 2 until you have as many columns as you need

Add a panel to your page:1. While editing, add a Panel macro2. 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

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Using the Blog Feature

Add a new blog post1. Go to the ‘Add’ menu and select ‘Blog Post’

2. Enter a title and content, then click the ‘Save’ button

Browse existing blog posts1. Go to the ‘Browse’ menu and select ‘Blog’

2. Click on the calendar to see older posts

Display blog posts on a wiki page1. 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

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Labels

Add a label to a page1. Scroll to the bottom of a page and click the pencil icon next to Labels2. Enter your label term and click ‘Add’3. Click ‘Done’ when finished

Browse labels being used in the space1. Go to the ‘Browse’ menu and select ‘Labels’

Display a list of labeled content in various forms1. While editing a page, click the ‘Insert/Edit Macro’ button2. Search for one of the label macros and select the one you want3. Click ‘Insert’ to add it to your page

Notes: Labels must be a single word only (no spaces)

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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)

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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

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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 group3. Click ‘Restrict’ button4. Click ‘Save’ when finished

Notes:1. ‘View’ restrictions are inherited by child pages,‘Edit’ restrictions are not2. User must have space-level permission3. Space Administrator can give users permission to set page restrictions by going to Browse >

Space Admin > Permissions4. Space Administrator can override page restrictions by going to Browse > Space Admin >

Restricted Pages

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Space Types and Permissions12

Public Login Required Private

Description Accessible 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 necessary Make 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.edu

Managing Access to Your Space

View and change who has access to your space1. Go to the ‘Browse’ menu, select ‘Space Admin’, then click ‘Permissions’ link2. Click the ‘Edit Permissions’ button to change permissions

Create a user group1. 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 group1. Go to the ‘Browse’ menu and select ‘Manage Users/Groups’2. Click the name of the group you want to modify3. Click the ‘Confluence Directory Search’ link to look up users4. When you find the user, click the green plus (add) or the trash can (remove)

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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

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Deleted and Restricted Pages

Restore or purge deleted pages1. 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 pages1. 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

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