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Quick Start with Comala Publishing

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Overview

Comala Publishing

  provides

is used for

  • between-space publishing

.It
  • letting you keep two spaces in the same instance in sync

  • copying in a one-time copy operation any space content to a target space within the same instance

  • the creation of static versioned snapshot documents from your dynamic Confluence content and the organization of these documents as logical groups in one or more collections


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Space Publishing

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Space publishing lets you keep two spaces in sync

  • draft space where you can make all the content changes you want

  • and a published space, that displays the content you want users to see

You can choose to

Publish content from the current space to another space

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Publish content to the current space from another space

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Comala Publishing users

Comala Publishing users are

  • global administrators who configure the user group with publishing permission and the publishable spaces
  • space administrators with Publishing app global permissions who configure the space content to be published or copied
  • content editors with Publishing app global permission who can publish individual content from the page (if a space admin enables single page publishing for the space)
If you use the app together with a member of the Comala Documentation family of applications the publishing can be linked to a Comala workflow

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Copy Space

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Copy Space lets you make a copy of any space content and copy this to a target space within the same instance.

Using Copy Space creates a one-time copy operation with no subsequent sync if content changes in either space.

You can use Copy Space, for example, to make an initial copy of an existing production space to set up a new space as the draft source space.

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Snapshot Publishing

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Snapshot Publishing lets you

  • create a static versioned document from your dynamic Confluence content

  • organize these documents as logical groups in one or more collections

  • view the static version of the snapshot documents in PDF or HTML view

Confluence macros that display live content are frozen on each snapshot version. This includes content from

  • Jira Issues

  • Excerpt Include

  • Metadata

Collections allow you to build and manage Collections by document type and user permissions, not space permissions.

Collections provide the ability to manage permitted users view access to a versioned, read-only view of a static version of logically grouped Confluence pages.


Getting Started

You will need global administrator permission to Install the app from the Atlassian Marketplace.

Once installed, you

will

then need to set the global configuration for the app to define

define
  • the global user permissions for the app

define
  • the spaces in which the app can be used

    • to publish

define
    • and copy

    • for snapshot publishing

  • the content properties

that can be
  • are published including

the content
  • the content label that can be used by the space admin to sync content

Secondly, a space administrator configures

  • the link between the space for the content to be published (target space) and the space for the draft content (source space)

  • the target space for a one-off copy of the space

  • the content and properties to be published or copied e.g. pages, blog

post
  • posts or both, and how they are published

If Comala Document Management app is installed and applied to the space content
  • whether the space

administrator can also choose to only publish content that is in the workflow final state.Global Publishing

Global permissions for the app

As a global administrator you can set the Confluence user groups who are allowed to publish or copy content to a published space.

These are set  in the global configuration for the app

users who can publish
  • can use snapshot publishing


Comala Publishing users

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Comala Publishing users
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Global Configuration

A global administrator will need to configure

  • the permissions for the user group who can publish and copy the content

  • if required, set the spaces that can be published
  • any prefixes for content properties such as metadata that can be published
  • a content label that can be optionally used by space admins for publishing
      • Publishers Group - users who can configure a space for publishing and publish content must be a member of the added Confluence user group

      • Copiers Group - users who can copy must be a member of the added Confluence user group

    added to the app Publishers Group users who can publish
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    • the permissions for the user group who can snapshot publish and create a collection

      • Collection Managers group - users who can set up a space for snapshot publishing and create a collection must be a member of the added Confluence user group

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    Info

    The default group for each of these is confluence-adminstrators.

     Space administrators and other users who you want to publish or copy content must be a member of the Confluence user group added to each of the global permission groups.On install if the app ANY space can be set to allow the content to be published. You can limit the spaces that can be published

    If required, set the spaces that can be published

    • separate configuration setting for publishing/copying and snapshot publishing

    • the default is ANY space in the instance for each setting

    You can limit the spaces for each publishing feature by adding one or more spacekeys

    Different spaces can be allowed for space publishing/copy and for snapshot publishing.

    Global admins can also

    • set the prefixes for content properties such as metadata to be published or copied

    . The
      • the default prefixes are metadata and com.communardo

    .
    • set the label that space admins can optionally use to ignore or publish space content

    . The
      • the default label value is syncme.


    Space Publishing Configuration

    A space admin

    will need

    needs to

    • link the draft and published spaces

    • configure the type of content and content properties to be published

    • set the options for publishing content e.g. allow single page publishing, publish content with the sync label set by global admin

    Only a user who has space admin permission in both the draft space and the published space can publish the whole space.

    The user must also be a member of the Confluence group added to the app global configurationPublishers Group.

    Link the draft and published spaces

    As the space administrator, you must link your draft and published spaces.

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    You can

    choose to

    • set the current space as the published space and link to a draft space

    • set the current space as draft space and link to a published space

    Choose a space to be the linked space in the dropdown menu.

     

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    Once the spaces are linked you can

    • Configure the content to be published

    .
    • View Changes that will be made when space is published

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    Tip

    You

    will

    then need to perform an initial synchronization by choosing Publish.

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    Configure the space publishing options for content

    In the publishing screen

    you can

    , Configure what to include when you publish your draft space content.

    You can set

    Set publishing options including

    • link/change the target linked space using the dropdown menu

    • enabling users to publish single pages using the Single Page Publish slider

    • excluding pages or blog posts from the publish action

    • cleaning up

    of 
    Use

    For publishing actions, you can use check buttons to configure the

    document use

    content to be published

    • include pages, blog posts, labels
    • override existing content in the chosen published space

    You can also set Advanced Options. These options include

    • Page Content Options

      • use and configure the use of the globally set label to determine the space content to publish

      • enable/disable copying of page properties

      • include/exclude labels

      • copy page restrictions

      • version comments

      • override content in the selected target space (and do not retain page history)

      • when publishing use the modification date or publishing date in the target space

    • Visualization Options

      • display publishing status lozenge

      • display draft watermark on draft space logo

    • Space Sync Conditionswhen publishing from the space tools dashboard include

      • publish pages, blog posts, or space home page and any orphan pages in the draft space

      • delete content in the published space that is not in the draft space

      • only publish changed draft space content when publishing a whole space

    enable single page publishing by users from the content
      • always publish content even if there are no updates in the draft space

      • only publish content in a Comala workflow final state (when a Comala Document Management family app is applied)

    The content in both the draft and the published spaces can be configured to include
      • and publishing content on transition to the workflow final state

      • use of a sync label to filter the publishing of content

    When Display Publishing Lozenge is checked a publishing status lozenge is added to the content to easily identify the state of each draft and published page.

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    The publishing status lozenges

    will be

    are one of

    • Status
      colourBlue
      titlenew

     
      • NEW content not yet published 

    • Status
      colourYellow
      titleout of sync

     
      • OUT OF SYNC previously published  content is now different in each space

    • Status
      colourGreen
      titlepublished

     
      • PUBLISHED is published content that is the same in each space

    Publishing content

    You can make content changes in your draft source space, and then update the

    publish

    target space pages all at once or one page at a time.

    Choose the Publish button to publish the whole space content.

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    0

    Image RemovedThe last whole space publish synchronisation is displayed

    Details of the pages publishing status are displayed in the View changes option in the space tools Publishing dashboard.

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    Viewing out of sync content

    The View Changes option button

    will display

    displays any content that is out of synchronization between the draft source space and the published target space

    .

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    Choose either the draft or

    .

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    Filter buttons allow you to choose the date range for out of sync content, publishing status of content, and the user who last updated the content.

    Checking content sync

    If content is not shown as expected check the filters.

    Toggle between the target and published space to view the content in that space that is

    not synchronized

    out of sync.

    The report lists new or edited content since the last Publish action within the set date filters.

    Here the Published Space has content that is not in the Draft Space.0

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    The report

    will list

    lists new or edited content since the last Publish action.

    some

    Some content may also be listed due to the publishing configuration e.g. NOT IN DRAFT

     changes lozenge in

     changes lozenge in the published space may be due to the checked configuration setting Ignore all the top level pages.

     If you publish a page whose parent does not exist in the target space, it becomes an orphan in

    the Published Space

    the target published space (published to the root of the space).

    Info

    Comala Publishing is not designed to publish a page that is the child of the Draft Space homepage to be a child of different named homepage in the Published Space.

    Tip

    When first publishing a space configuring publishing to delete content added in the published space will remove the published space home page and replace it with a copy of the draft space home page and set this page as the published space home page.

    Space Publishing - useful pages

    Filter by label (Content by label)
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    cqllabel = "sp_guide" and space = currentSpace ( )

    Copy a space

    With Comala Publishing, you can alsocopy one space to another to replicate content.

    use

    Use this Copy Space option to copy a space as it exists at a point in time.

    (info) To

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    The Copy options

    • target space is configured separately from the publishing target space

    • settings for content to be copied are set separately from the publishing settings

    To copy a space, users must be a member of the Confluence group added to the app global configuration Copiers Group.

     

    Copy Space - useful pages

    Filter by label (Content by label)
    showLabelsfalse
    showSpacefalse
    cqllabel = "copy_guide" and space = currentSpace ( )

    Snapshot Publishing space configuration

    A space admin needs to

    Once snapshot publishing is enabled in the space the space admin as a collection manager can

    Only a user who has space admin permission and is a member of the global Collection Managers group can set up a snapshot publishing in a space.

    Collections and the added snapshot documents can be viewed in the collections global viewer by any user with view permission or contributor permission for the collection irrespective of the user permissions on the source Confluence document.

    A snapshots of a Confluence document in a space can be added to one or more collections by a user who has contributor permission for each collection and the collection is linked or created in a space.

    Snapshot Publishing - useful pages

    Filter by label (Content by label)
    showLabelsfalse
    max6
    showSpacefalse
    cqllabel = "snap_guide" and space = currentSpace ( )

    Publishing content using a Comala workflow

    If the Comala Document Management app is installed together with Comala Publishing and a workflow is applied to a page or blog post, the space administrator can choose to configure

    Tip

    When a Comala workflow is applied, publishing of a single page or blog post also occurs on the transition to the applied workflow final state (the latest approved version).

    Publishing with a Comala workflow - useful pages

    Filter by label (Content by label)
    showLabelsfalse
    showSpacefalse
    cqllabel = "comala_wf" and space = currentSpace ( )

    Comala Publishing can also be used to publish on the transition to the final state of a Comala Document Control app workflow or the Comala Document Approval app workflow.