Using the SharePoint 2007 Web Parts (v 1.2)

This page tells you how to embed Confluence content into SharePoint pages, when your SharePoint and Confluence sites are connected via the Confluence SharePoint Connector. The instructions on this page apply to SharePoint 2007.

The SharePoint Connector provides SharePoint web parts that you can use to display Confluence pages and page trees in SharePoint. Users can view the Confluence content from within SharePoint and click through from SharePoint to Confluence.

Quick guide to adding Confluence content on SharePoint pages

  • Go to a web part page in SharePoint and edit the page.
  • Click 'Add a Web Part' in the zone where you want to put your Confluence web part.
  • Scroll down to find the Confluence web parts:
    • Select the 'Confluence Page' web part if you want to embed a single Confluence page.
    • Select the 'Confluence Pages Tree View' web part if you want to embed a hierarchical tree of pages from a Confluence space.
  • The web part is now part of your SharePoint page. Click the web part's dropdown menu and select 'Modify Shared Web Part' or 'Edit Web Part'.
  • The web part editor appears. Select the required space, and the page if relevant.
  • Click 'OK'.

The rest of this page gives more details of the above procedure.

On this page:

Adding a SharePoint Web Part

Below is a summary of how to add the Confluence web parts in SharePoint. For detailed instructions on the SharePoint side of things, please refer to the SharePoint online help.

To add a SharePoint web part, you need SharePoint 'Design' permission level or better. This permission is available to anyone in a group that has the SharePoint 'Add and Customize Pages' site permission.

You can add web parts to a SharePoint 'web part page'. Many of the pages in SharePoint are web part pages, including the home page in any SharePoint site. You can also create web part pages in a document library that has the 'Web Part Page' document template. Such a document library typically has the name 'Pages'.

To add the Confluence web parts in SharePoint,

  1. Go to a web part page in SharePoint.
  2. Edit the page. (Click 'Site Actions' then 'Edit Page'.)
  3. The page opens in edit mode, showing the web part zones defined for the page. Click the 'Add a Web Part' button in the zone where you want your web part(s) to reside.
  4. The 'Add Web Parts' dialogue appears. Scroll down to find the Confluence web parts and select one or both of them.

Screenshot 1: Editing a page via the 'Site Actions' menu

Screenshot 2: Page zones with 'Add a Web Part' buttons

Screenshot 3: Selecting the Confluence web parts

Using the Confluence Page Web Part

You can use the Confluence Page web part to display a specific page from Confluence in SharePoint.

To add and customise the Confluence Page web part,

  1. Add the 'Confluence Page' web part, following the instructions above.
  2. The web part is now part of your SharePoint page. Click the web part's dropdown menu and select 'Modify Shared Web Part'.
  3. The 'Confluence Page Selection' web part editor appears. Select the required space from the 'Space' dropdown list.
  4. A hierarchical (tree view) list of pages appears. Select the required page.
  5. Click 'OK' or 'Apply' to make the page show in the web part.

See our guide to web part connections for information on connecting this web part to other web parts.

Screenshot 4: A Confluence Page web part, showing the web part's dropdown menu

Screenshot 5: The 'Confluence Page Selection' web part editor

As shown in the above screenshot, the 'Confluence Page Selection' web part editor displays the following information:

  • The editor title is the Confluence page name.
  • The Confluence 'Host' comes from the settings in SharePoint's 'Confluence Settings' page (found under 'Site Settings').
  • The list of Confluence spaces shows only those spaces that the user has permission to see, based on the Confluence space permissions.

Using the Confluence Pages Tree View Web Part

You can use the Confluence Pages Tree View web part to display a hierachical view of pages from a specific Confluence space.

To add and customise the Confluence Pages Tree View web part,

  1. Add the 'Confluence Pages Tree View' web part, following the instructions above.
  2. The web part is now part of your SharePoint page. Click the web part's dropdown menu and select 'Modify Shared Web Part'.
  3. The 'Confluence Space Selection' web part editor appears. Select the required space from the 'Space' dropdown list.
  4. Select the 'Show Space List' option:
    • If you select this option, the web part on the SharePoint page will display a dropdown menu allowing users to select a different space.
    • If you do not select this option, users will see only the page tree for the space that you selected. They will not be able to choose a different space.
  5. Click 'OK' or 'Apply' to make the page tree show in the web part.

See our guide to web part connections for information on connecting this web part to other web parts.

Screenshot 4: A Confluence Pages Tree View web part, showing the web part's dropdown menu

Screenshot 7: The 'Confluence Space Selection' web part editor

As shown in the above screenshot, the 'Confluence Space Selection' web part editor displays the following information:

  • The editor title is the Confluence space name.
  • The Confluence 'Host' comes from the settings in SharePoint's 'Confluence Settings' page (found under 'Site Settings').
  • The list of Confluence spaces shows only those spaces that the user has permission to see, based on the Confluence space permissions.
RELATED TOPICS

SharePoint Connector User's Guide
Configuring the SharePoint Web Part on SP 2007