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Document Properties Marker
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Short DescriptionCreate an index space to learn what it is and what it is used for.
Doctypetopichide
NameCreate an Index Space
Parent
Parent Property
propertyParent
property-nameName

Audience
Name List
doctyperole
render-no-hits-as-blanktrue
render-list-as-comma-separated-valuestrue
namesDocumentation Architect, Author
propertyAudience

Level of Experience

Name List
doctypeexperience-level
render-no-hits-as-blanktrue
namesNovice
propertyLevel of Experience


Expected Duration
Subject
Name List
doctypesubject
propertySubject

Categories
Name List
doctypecategory
propertyCategories

Tags
Tag List
propertyTags

Iteration

Iteration
value

filled

finished


Type
Name List
doctypetopic-type
render-no-hits-as-blanktrue
namesTutorial
propertyType

Sort Key000100hide
enable-heading-numbersfalsehide
Previous Step
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Next StepCreate a Personal an Attachment Spacehide



 
Section
show-titlefalse
titleDescription


Section
titleSummary


Section
titlePrerequisites

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Section
titleBackground Information


Section
titleIndex Space

An index space is a Confluence space that stores information in form of documents that are relevant for all other spaces. There is only one index space per Confluence instance. The index space is a tool for information reuse.

An index space allows to specify space properties that are used as defaults for all depending space.


Expand
titleShow more background information ...


Example Box
titleReusing Tags

Index spaces may store tag documents that define a tag and list all documents that have this tag attached. These tag documents are the same for all spaces. Having them compiled in an index space makes it very easy to reuse them.


Section
titleReusing Categories

The following document types are typically stored in an index space.

Other spaces may add additional documents of these types that are only relevant in their domain.

Section
titleRepositories

Index spaces may also contain corporation wide repositories for the following document types:

  • FAQ - a corporation-wide FAQ repository
  • Resource - a corporation-wide library
  • Glossary Item - a corporation-wide glossary
  • Person - a corporation-wide address book
  • Organization - a corporation-wide repository of partner and customer corporations
  • Module - a corporation-wide repository of reusable page fragments to be reused with transclusion

    But it is typically easier to add them in one place, especially for small teams.


    Section
    titleSpace Properties

    A space property is a property that is defined at space level. It can be defined via the Display Space Property Macro on space homepages and can be used to control the output (e.g. the Required Space Properties parameter in the Section Macro) or to configure macros (e.g. the Code Block Placeholder Macro). It can be accessed via Display Space Property Macro.

    In contrast to the Display Space Property Macro the Display Space Attribute Macro displays space attributes defined by Confluence.

    Like document properties, space properties also support controls. There are a number of controls that are only defined for space properties.



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    Section
    titleHands-on Steps

    Create an new space that will be your index space.

    Section
    titleCreate an Agile Project Index Space
    1. The Core Doctypes Add-on provides the index space blueprint.

      Image AddedSelect the Agile Project Space space blueprint for the creation of your index space.
      Image Removed

      .0
      Version Box
      untilsince8.x

      Prior to version 9.0

      The Core Doctypes Add-on provides the index space blueprint.

      Image Removed

      Image Removedof the Core Doctypes: Select the Agile Project Space space blueprint for the creation of your index space.
      Image AddedImage Added


    2. Choose IDX for the space key of your index.

      Image Removed

      Image Added

      Note Box

      If you cannot use IDX as the space key, use any other key. The only drawback is that you have to set the index space for all your spaces explicitly.

      All spaces delegate to the space with key IDX per default. To switch off this default behaviourbehavior, set use-default-space Use Default Space to false.

      For more information refer to: delegate-space Delegate Space.


    3. Have a look at the new index space
      Image Removed

    The new index space provides homepages to store documents that are relevant to all your spaces
    1. :

      Image Added

      You can see the organizing doctypes on the left side: 

      These categorizing doctypes are used on all doctypes. The types on the right side are doctype specific, but serve the same purpose: categorizing.

      Each of the document instances of these types list all documents that are categorized by the type. So the index space is helping users to browse your documentation. A type on one document links to the type document, which lists more documents of this type. Users may find related information easily this way. 

      Expand
      titleFor versions prior to 9.0

      Prior to version 9.0 the index space was based on the Agile Project Space and looked like this.

      The new index space provides homepages to categorizing documents that are relevant to all your spaces.Image Added

      The index space was on big space that housed not only the indexing documents (like subjects, categories, and tags), but also worked as a repository for various documents. This could still be a valid approach, especially for small teams. But having separate, dedicated spaces for your glossary, library, and address book usually is not much more work, but has many advantages (for instance access control and search restriction).

      Expand
      titleExplain the screenshot ...


      Section
      titleTypes

      The box labelled with Index contains references to homepages for the following types

      The Team & Stakeholdes box contains a reference to Roles that are used globally.


      Section
      titleRepositories

      Repositories are defined in the Documentation, Project Library, Team & Stakeholders, and For Authors box:

      • Documentation
        • Tours - group material for readers in a given context
        • FAQs - a corporation-wide FAQ repository
        • Topics - information relevant for all users
      • For Authors
        • Modules - a corporation-wide repository of reusable page fragments to be reused with transclusion





    Section
    titleSpecify a Space Property

    The space property extract-short-description-from-metadata-table Extract Short Description From Metadata Table controls whether a short description is rendered within the properties table of a document or in front of it.

    Section
    titleSample Page with Short Description

    First we need to create a page with a short description (for this exercise only):

    1. Create a page with the projectdoc Blank Document Blueprint
    2. Provide a name and a short description, then check the box to send the document to its homepage
    3. Click 'Create' to see the document in the editor
    4. Click 'Save' at the bottom of the page

    This is the new document:

    Image RemovedImage Added


    Section
    titleAdd a Space Property

    Now add a property to the space homepage.

    1. Open the homepage of your index space
    2. Click 'Edit' to edit the homepage
    3. Add a property named extract-short-description-from-metadata-table Extract Short Description From Metadata Table and value true (choose hide as a value for the third column, which is called the property control) to the table within the Document Property Marker Macro at the top of the document

    4. Save the homepage

    Finally have a look at the test document you created in the index space in the previous step.

    Image RemovedImage Added

    The short description is rendered in front of the properties table. The space property extract-short-description-from-metadata-table Extract Short Description From Metadata Table controls the rendering of every document in the space (or any space that delegates to this space and does not override this property).

    Tip Box
    titleTips staying sane
    1. To have a look at the currently set space properties, add the Display All Space Properties Macro to a page
    2. projectdoc is picky with the entered values: There must not be any markup for the space property name or value, just the pure text value. Use the Confluence Source Editor Add-on to check the values
    3. To have a look at the document properties in the view, use the Display All Document Properties Macro Macro
    4. The Document Properties Marker Macro allows to override space properties with the Override parameter




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