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Labels Magic
Using Labels in Confluence to Manage Information
 for a Release Cycle

Anthony Pelosi, San Francisco Atlassian User Group




                                                     2
                                                         2
Searching Confluence
• One of the biggest issues in Confluence (or any Wiki) is how do I find
  the information I am seeking.
• Common Approaches
 • Search
    • Sometimes successful
    • Need to know page name
 • Navigate the Pages
    • Tough to enforce standards
    • Info may span multiple pages

                                                                         3
                                                                             3
Related Information in Confluence
• But if you are an author and you know some of the more common,
  general questions ahead of time, you can bring that information to the
  user.
• For Example,
 • "Where can I find all of our monthly Google Analytics news item reports?"
 • "Where can I find all design documents for our application architecture?"
 • And today we will focus on, "Where can I find all information related to a specific
   Software Release Cycle?"




                                                                                       4
                                                                                           4
The Inflexible Approach
• Place all pages with content related to the
  release cycle under a parent page.
• Inherent issue - page can only have one
  parent.
• If a featureʼs development spans two
  releases (3.0 & 3.1), where do you place
  the specs page for that feature?
• Increases likelihood of moving pages as
  features are re-prioritized or de-scoped.

                                                5
                                                    5
The Flexible Approach
• Organize pages per business unit (Product Management, Support,
  Development, Quality Assurance, etc.) or some other non-time
  sensitive structure.
• Use labels and the contentbylabel macro to pull in all pages related to
  something time-sensitive such as a release cycle.
• For example, create a page called Release Cycle 3.0 as a child page
  to Release Cycles that contains information specific to that release
  (overview, key dates, team members, jira filters) and the
  contentbylabel macro to pull in related pages located elsewhere.

                                                                            6
                                                                                6
Release Specific Information
• Overview of features/goals/initiatives for the release.
• Important dates such as release cycle kickoff,
  contract meeting, code freeze, etc.
• Team members and focus for each team.
• Lead (and possibly rotating role) assignments.
• Links to Jira filters for the release or place a
  jiraissues macro using a Jira filter for the release on
  the page.

                                                            7
                                                                7
Related Pages
• Related pages include child pages of
  Product Management, Development,
  Quality Assurance, Support, etc.
• Do you best to establish a hierarchy
  standards for each of those business units,
  but it ultimately doesn't matter for
  purposes of building a release cycle page.
• Child pages for release specific items such
  as weekly demos, retrospectives, etc.

                                                8
                                                    8
Label the Related Pages
• In order for authors to "get" their documentation on the release cycle
  page, have them add labels to their pages.
• For example, "bpe_3-0", and "support" if you want to further organize
  the related pages by business segment.




                                                                           9
                                                                               9
Display the Related Pages
• On the release cycle page, either place a
  contentybylabel macro for the release
  ("bpe_3-0") or one per business segment for
  the release ("bpe_3-0" and "support",
  "bpe_3-0" and "development").
• {contentbylabel:bpe_3-0,development|
  operator=AND|type=page|...}
• It is OK to add instructions for the authors to
  the release cycle page - this is not something
  you are going to show to customers!
                                                    10
                                                     10
11
 11

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Labels Magic: Getting Labels to Work for Your Confluence Deployment - Atlassian Summit 2010 - Lightning Talks

  • 1. 1 1
  • 2. Labels Magic Using Labels in Confluence to Manage Information for a Release Cycle Anthony Pelosi, San Francisco Atlassian User Group 2 2
  • 3. Searching Confluence • One of the biggest issues in Confluence (or any Wiki) is how do I find the information I am seeking. • Common Approaches • Search • Sometimes successful • Need to know page name • Navigate the Pages • Tough to enforce standards • Info may span multiple pages 3 3
  • 4. Related Information in Confluence • But if you are an author and you know some of the more common, general questions ahead of time, you can bring that information to the user. • For Example, • "Where can I find all of our monthly Google Analytics news item reports?" • "Where can I find all design documents for our application architecture?" • And today we will focus on, "Where can I find all information related to a specific Software Release Cycle?" 4 4
  • 5. The Inflexible Approach • Place all pages with content related to the release cycle under a parent page. • Inherent issue - page can only have one parent. • If a featureʼs development spans two releases (3.0 & 3.1), where do you place the specs page for that feature? • Increases likelihood of moving pages as features are re-prioritized or de-scoped. 5 5
  • 6. The Flexible Approach • Organize pages per business unit (Product Management, Support, Development, Quality Assurance, etc.) or some other non-time sensitive structure. • Use labels and the contentbylabel macro to pull in all pages related to something time-sensitive such as a release cycle. • For example, create a page called Release Cycle 3.0 as a child page to Release Cycles that contains information specific to that release (overview, key dates, team members, jira filters) and the contentbylabel macro to pull in related pages located elsewhere. 6 6
  • 7. Release Specific Information • Overview of features/goals/initiatives for the release. • Important dates such as release cycle kickoff, contract meeting, code freeze, etc. • Team members and focus for each team. • Lead (and possibly rotating role) assignments. • Links to Jira filters for the release or place a jiraissues macro using a Jira filter for the release on the page. 7 7
  • 8. Related Pages • Related pages include child pages of Product Management, Development, Quality Assurance, Support, etc. • Do you best to establish a hierarchy standards for each of those business units, but it ultimately doesn't matter for purposes of building a release cycle page. • Child pages for release specific items such as weekly demos, retrospectives, etc. 8 8
  • 9. Label the Related Pages • In order for authors to "get" their documentation on the release cycle page, have them add labels to their pages. • For example, "bpe_3-0", and "support" if you want to further organize the related pages by business segment. 9 9
  • 10. Display the Related Pages • On the release cycle page, either place a contentybylabel macro for the release ("bpe_3-0") or one per business segment for the release ("bpe_3-0" and "support", "bpe_3-0" and "development"). • {contentbylabel:bpe_3-0,development| operator=AND|type=page|...} • It is OK to add instructions for the authors to the release cycle page - this is not something you are going to show to customers! 10 10
  • 11. 11 11