For new users, we recommend using our Elasticsearch-native tools, rather than the standalone Workplace Search product. See this blog post for more information about upgrading your internal knowledge search, to make it an amazing experience for your users!

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Connecting Confluence Server

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Connecting Confluence Server

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Instructions provided in this guide apply to Confluence Server only. Refer to Confluence Cloud guide for more information.

Confluence Server is a team workspace, where knowledge and collaboration meet. Often used as an organizational wiki and intranet, it usually houses valuable information for staff across multiple areas of businesses, large and small. The Confluence Server connector provided with Workplace Search automatically captures, syncs and indexes the following items:

Spaces	Including ID, Content, Type, and timestamps
Pages	Including ID, Content, Type, Comments, Project, Collaborators and timestamps
Blog Posts	Including ID, Content, Type, Comments, Project, Collaborators and timestamps
Attachments	Including ID, Size, Type, Content, Project, Collaborators and timestamps

Workplace Search supports Confluence Server versions: 7.13.x, 7.2.1, 6.15.x

Configuring the Confluence Server Connector

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Step 1. From the Workplace Search administrative dashboard’s Sources area, locate Confluence Server and click Configure. You are presented with a Public Key and a Consumer Key. Copy these keys and keep them handy, as we’ll need them in just a second.

Step 2. Head to the Confluence Server administrative console and log in.

Step 3. Click the Gear in the top right corner and select General Configuration:

Figure 24. Connecting Confluence Server

Step 4. Locate Application Links in the sidebar menu.

Provide the host for your Workplace Search deployment. This is the base URL of your Kibana instance.

Once you have set the host click Create new link:

Figure 25. Connecting Confluence Server

This operation will fail, and is normal behavior for the time being.

Step 5. Confirm the link, and proceed. A modal appears. Provide the information accordingly:

Figure 26. Connecting Confluence Server

Application Name: Elastic Workplace Search
Application Type: Generic Application
Service Provider Name: Elastic
Consumer key, Shared secret, Request Token URL, Access token URL, Authorize URL: Any random value. A simple period will do.
Create incoming link: Check this box.

Click Continue.

Step 6. A final modal appears:

Figure 27. Connecting Confluence Server

Consumer Key: The Consumer Key from Workplace Search
Consumer Name: Elastic
Public Key: The Public Key from Workplace Search you’ve previously copied.

Click Continue.

Step 7. Back to the Workplace Search administrative dashboard, enter the appropriate Confluence Server Base URI. Do not include a trailing slash.

Step 8. Save the configuration. Voilà! The Confluence Server connector is now configured, and ready to be used to synchronize content. In order to capture data, you must now connect a Confluence Server instance with the adequate authentication credentials.

Connecting Confluence Server to Workplace Search

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Once the Confluence Server connector has been configured, you may connect a Confluence Server instance to your organization.

Step 1. Head to your organization’s Workplace Search administrative dashboard, and locate the Sources tab.

Step 2. Click Add a new source.

Step 3. Select Confluence Server in the Configured Sources list, and follow the Confluence Server authentication flow as presented.

Step 4. Upon the successful authentication flow, you will be redirected to Workplace Search.

Confluence Server content will now be captured and will be ready for search gradually as it is synced. Once successfully configured and connected, the Confluence Server synchronization automatically occurs every 2 hours.

Synchronized fields

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The following table lists the fields synchronized from the connected source to Workplace Search. The attributes in the table apply to the default search application, as follows:

Display name - The label used when displayed in the UI
Field name - The name of the underlying field attribute
Faceted filter - whether the field is a faceted filter by default, or can be enabled (see also: Customizing filters)
Automatic query refinement preceding phrases - The default list of phrases that must precede a value of this field in a search query in order to automatically trigger query refinement. If "None," a value from this field may trigger refinement regardless of where it is found in the query string. If '', a value from this field must be the first token(s) in the query string. If N.A., automatic query refinement is not available for this field by default. All fields that have a faceted filter (default or configurable) can also be configured for automatic query refinement; see also Update a content source, Get a content source’s automatic query refinement details and Customizing filters.

Display name	Field name	Faceted filter	Automatic query refinement prceeding phrases
Id	`id`	No	N.A.
URL	`url`	No	N.A.
Title	`title`	No	N.A.
Type	`type`	Default	None
Description	`description`	No	N.A.
Body	`body`	No	N.A.
Comments	`comments`	No	N.A.
Created by	`created_by`	Default	[`creator is`, `created by`, `edited by`, `modified by`]
Project	`project`	Default	N.A.
Created at	`created_at`	No	N.A.
Updated at	`updated_at`	No	N.A.
Last updated	`last_updated`	No	N.A.
Size	`size`	No	N.A.
Container	`container`	Configurable	N.A.
Media type	`mime_type`	Configurable	None
Extension	`extension`	Configurable	None

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