That Was The Week That Was
If you've been following my progress using the page includes macro you'll be delighted to know that this is now live to clients and working very well.

As usual some of my week was spent looking after other user's and helping them with their problems. Not that there are many: yes things do go wrong from time to time but I can't fault Atlassian's responses and help when problems arrise. Most of the issues I deal with are quite simply and easily resolved, for example:

  • people forgetting their log on details
  • people wanting help with a task, for example, moving page.
  • people finding something that needs fixing but they are unsure how go go about it.
Of course I have to police any content changes in the client areas, but given that I can review all changes from within the email notifications I recieve, this doesn't take very long. That said, the more content we have and the more people we have editing and contributing it, the more notifications I recieve. This is something you have to keep on the ball with, and I review every notification as it arrives. 

Time consuming? Yes. Pain in the backside? At times, sure, but if you don't do it you run the risk of something being published that you just might wish hadn't. So far, and because clients and colleagues are professionals, this hasn't been an issue.

Confluence for Technical Documentation
This week also featured a very informative one hour webinar entitled Confluence as a Platform for Tech 
Docs
 which was presented by, among others, Sarah Maddox, one of Atassian's technical writers and author of Confluence, Tech Comm, Chocolate. I was fortunate with the timing of this as it started at 1700 CEST, which meant the Australia participants were up well past their bedtimes and those in the USA had an early start.

Shortcuts - The Film
I recently described using shortcuts to speed up actions and production, but I think this could benefit from seeing this in action. 

Now thanks to the power of Jing, you can do that very thing by clicking here.
 
That Was The Week That Was
My main background task decided it no longer wanted to hide away in the shadows and instead burst out and took over my entire working week. I blame myself, but it was a long and repetitive task that I decided had to be finished asap - even if that meant hours and hours and hours of drudgery and repetition, replication and reiteration.

Still it could have been worse: I could have been using another tool: Confluence has a habit of making the dullest job rewarding.

Big Thanks!
I'd like to thank Andrew Frayling for his comment about how to make using shortcuts even faster and simpler in last week's blog. If you're a more advanced user, you'll find his blog fascinating and helpful.

Start Your Editor
I've talked a little in previous posts about writing and working within Confluence's editor, but I haven't really said much about the editing environment itself. So in this week's blog, I'll focus on some of it's functionality and the benefits it has for technical writers over more traditional tool such as MS Word.

The first has to be sheer ease of use, starting with opening the editor in the first place. If you're familiar with Confluence you'll know there's the big, hard-to-miss and very easy-to-click-on Edit button in the toolbar. Ignore it, it's not needed. You want to start 
editing? Just press the 'E' key and hey presto, you're there. 

I know, ridiculously simple and perhaps not worth all the song and a dance. But it is, because it demonstrates the detailed level of thinking Atlassian put in when they designed it. I.e., the user experience was upper most in their minds. This is very important because even now there are far too many software houses who forget to consider the user. I know this is true because I have to use such software on a daily basis. And I hate it.

So you've opened the editor and want to start writing, but you want to start by adding a heading on the page (as opposed to the page's heading). Which means formatting it. You could take the easy route and slide your mouse up to formatting the drop down list in the toolbar - but let's face it, your hands are already on the keyboard and your mouse is far, far away. In fact you know the whole operation of grabbing and using the mouse is very s  l  o  w. 

So why bother? Especially when you can create the heading you want just by typing it into the Editor? All you have to do is enter the heading code, press space and enter your title text. For example:
The heading's code uses the following elements:
  • h - always lower case.
  • 1 - this is the heading level, so you could also use h2, h3 etc.
  • a full stop - this has to be immediately after the number.
  • a space - this effectively tells Confluence that what you've just entered is markup that needs to be converted.
The moment you press the space bar, the 'h1.' code disappears, and when you enter your heading, it uses the built-in CSS formating for Heading 1. All gloriously simple and very fast.

And there are tons of other labour-saving, speed-inducing devices in the editor. For example:
  • for bullets, enter an asterisk at the start of the line and start typing.
  • for a numbered list, enter '1' at the start of the line and start typing.
If you want to insert a non-numbered line into a numbered list, all you have to to is, at the end of a line of numbered text, press Shift+Return. You can then enter a normal line of text. However, when you press Return, the next line will be a numbered line that follows on from the last one. If you don't want that to happen, the keep using Shift+Return until you do.

Better, Faster, Stronger
There are many things you can do in the editor ranging from adding links to internal and external pages, using graphics, charts and videos. The possiblities are almost endless: I'll talk about more of 
these in future blogs.

From Fact to Fiction
There now follows a shameless plug for my fiction writing...

I'm happy to tell you that my first novel, The Darkness Beneath, is now available as an eBook from Amazon (.com and .co.uk). It's a gothic tale of death and destruction in London's underground railway system. 

Written with more than a passing nod towards the best of the Hammer horror and vampire films, you can download it in seconds for the very modest sum of $1.99 right now.
Cheers.
 
Another working week has flown by and sadly it was a forum-free week: my time was devoted to more urgent tasks, such as writing a How-To guide on setting up and using blogs.

Not that I mind giving people more info on how to make better use of Confluence, but sometimes when you really want to crack on with a project, it becomes a project that is destined to slip out your grasp. 

Ultimately that won't happen with the forum, because I'm determined not to let go of it until it's working and being used by clients.

Shortcuts and Macros
One of the jobs I've been doing as a background task for the last few weeks has been to convert the contents of a spreadsheet into a series of wiki pages.

This equates to seven columns of data for each row, and several hundred rows, all of which have to be split into separate pages. Each page contains one or more table depending on the type of info. And while all of these are separate pages (99 in total), they all have to be grouped into one page so that they can be searched en-masse and printed as a PDF.

The process for doing this is easier than you think, thanks to some helpful built-in functionality, aka, macros.

Although adding all the data from the spreadsheet is laborious and time-consuming, once you've added them, the process of grouping them onto one page is very easy. All you have to do is insert a macro into the page you've created to group the content on, choose the page you want to include, then saving the macro and the page. The whole process takes about a minute normally.

To do this you can use another one of Confluence's brilliant shortcuts. In this case the shortcut is the left facing curly bracket. 

Another example of a shortcut is pressing the 'E' key to open the current page in edit mode. Brilliant! It's this sort of thing turns Confluence into the Swiss Army Knife of technical documentation.

When you're in Edit mode, enter a '{' and the Macro suggestions window opens, see Figure 1Next press the Up arrow key to select the Open Macro Browser option, and press Return.

Now start typing the letters 'I, N, C' (you can use lower case, these are capitalised for clarity) in the search box. Bear in mind that you don't even have to click in the search box as the cursor's already there 
(yep, even more labour saved). 

When you do this, the number of macros displayed is reduced to only those whose name contains the letters you enter.

The next step is to select the appropriate macro and enter the only parameter it needs, the page's name. 

Figure 2 shows the Include Page macro, while Figure 3 shows the parameter I've entered in the Page to include field. All you have to do now is press Insert to close the macro window, and then save the page.

When you do this, the macro automatically gets the content of the parameter page and displays it on the page you've just saved. To add all the other pages you need using a seperate Include Page macro for each one.

The contents of the group page are automatically refreshed whenever you open it, so if the content of the parameter page is edited, it is the new content that is displayed.

But wait, I hear you say, what if I want to include a page that is in another space, is that possible? Providing you have permission to view that page, then yes it is possible - and not only that, Confluence makes it easy for you to do so. 

Spaced In
When you start typing in the Page to include field, after you've entered two or more letters a list appears based on those letters, see Figure 4.

The list contains pages with that name from all the spaces you can see. If you run the mouse over the options, the name of the space appears, see Figure 5.

All you have to do is select the appropriate option, press Insert and save the page. The parameter you select has both the space's key and the page's name, for example - spacekey:pagename.

I'm not sure if there's a limit on the amount of Include Page macros you can use on one page, but I've used 67 so far one page and it still works exactly as expected. In most cases you won't need to use so many (and if you do stand by for some te-di-um) and the benefits are well worth the effort. 

For a start you'll have all the info in one place, which makes it very easy to create a PDF (in two clicks) with all the content from all the included pages. For searching, you'll have all individual pages which can all appear as separate results. And you'll have one page with all the appropriate info which you can search using your browser's built in functionality.

Details and Benefits
What I like about the ease of use we get with the shortcuts and macros is the attention to detail they show. Both demonstrate how much thought Atlassian put into their products, thought that all Confluence users can benefit from.