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Confluence

Confluence

Setup Guide

Follow these steps to connect Confluence to your CData Connect Cloud account:

  1. Open the Connections page of the CData Connect Cloud dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type Confluence into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  5. Select the Authentication method, then proceed to the relevant section and follow those instructions.

Authentication Methods

OAuth

  1. Enter the following information:

    • OAuth Client Id—Set to the client Id in your app settings.

    • OAuth Client Secret—Set to the client secret in your app settings.

    • URL—Set to the URL to your Jira endpoint in the form https://[YourSiteName].atlassian.net/.

  2. At the top of the CData Connect Cloud Add Confluence Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

Basic

  1. Enter the following information:

    • User—the Confluence username for authentication.

    • Password—the user password.

    • Api Token—the API token for the current user. See the Confluence documentation for more information.

    • URL—Set to the URL to your Jira endpoint in the form https://[YourSiteName].atlassian.net/.

  2. At the top of the CData Connect Cloud Add Confluence Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

Crowd

  1. Enter the following information:

    • User—The Crowd user account.

    • Password—The password associated with the Crowd account.

    • SSO Login URL—The login URL associated with the Crowd account. You can find the IDP URL by navigating to your application > SSO > SSO information > Identity provider single sign-on URL.

    • SSO Exchange URL—The URL used used to exchange the SAML token for Confluence cookies. This URL can have the following formats:
      • https:///plugins/servlet/samlconsumer
      • https:///plugins/servlet/samlsso

    • SSO App Name—The name of the application in which SSO is enabled.

    • SSO App Password—The password of the application in which SSO is enabled.

    • URL—Set to the URL to your Jira endpoint in the form https://[YourSiteName].atlassian.net/.

  2. At the top of the CData Connect Cloud Add Confluence Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

Okta

  1. Enter the following information:

    • User—The Okta user account.

    • Password—The password associated with the Okta account.

    • SSO Login URL—Set to the URL used by the SSO provider.

    • SSO Properties—(Optional) This is needed if you use MFA, applications that override the Okta requests, or a proxy. Otherwise it can be left blank.

    • SSO Exchange URL—The URL used used to exchange the SAML token for Confluence cookies. This URL can have the following formats:
      • https:///plugins/servlet/samlconsumer
      • https:///plugins/servlet/samlsso
    • URL—Set to the URL to your Jira endpoint in the form https://[YourSiteName].atlassian.net/.

  2. At the top of the CData Connect Cloud Add Confluence Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

More Information

For more information about interactions between CData Connect Cloud and Confluence, see this information page.