The typical implementation process for Confluence, an Atlassian product, involves several key steps:
Planning and Preparation: This initial phase includes defining the scope, objectives, and requirements of the Confluence implementation. It involves stakeholder meetings to understand the specific needs and goals of the organization.
Installation and Configuration: Depending on whether the organization opts for a cloud-based or on-premises solution, the installation process will vary. For cloud-based Confluence, the setup is relatively straightforward and involves creating an account and configuring initial settings. For on-premises installations, it requires downloading the software, setting up the server environment, and configuring the system.
Customization and Integration: Confluence can be customized to fit specific business needs through various plugins and integrations available on the Atlassian Marketplace. This step involves configuring spaces, pages, and templates to align with the organization's workflows and integrating Confluence with other tools and systems used by the team.
Data Migration: If the organization is moving from another platform, this phase involves migrating existing data into Confluence. This can include importing documents, setting up user permissions, and ensuring data integrity.
Training and Adoption: To ensure successful adoption, training sessions are conducted for end-users and administrators. This can include workshops, webinars, and creating user guides.
Testing and Go-Live: Before going live, thorough testing is conducted to ensure that the system is functioning as expected. This includes user acceptance testing (UAT) and performance testing.
Post-Implementation Support: After the system goes live, ongoing support is provided to address any issues and ensure smooth operation. This can include regular updates, troubleshooting, and user support.
The duration of the implementation process can vary depending on the complexity and scale of the deployment. For small to medium-sized businesses, it can take a few weeks to a couple of months. For larger enterprises with extensive customization and integration needs, it may take several months.
Customisation
Confluence is highly customizable to fit specific business needs. Organizations can:
Use Plugins and Add-ons: The Atlassian Marketplace offers thousands of apps and integrations that can extend the functionality of Confluence. These plugins can address various needs such as project management, reporting, and enhanced collaboration features.
Custom Templates and Spaces: Users can create custom templates and spaces tailored to their workflows. This allows teams to standardize documentation and processes according to their specific requirements.
Integration with Other Tools: Confluence can be integrated with other Atlassian products like Jira, as well as third-party tools, to create a seamless workflow across different platforms.
Additional Costs
The additional costs associated with Confluence can include:
Setup Fees: For cloud-based Confluence, there are typically no setup fees. However, for on-premises installations, there may be costs associated with server setup and configuration.
Maintenance and Support Charges: For cloud-based Confluence, maintenance is handled by Atlassian, and the cost is included in the subscription fee. For on-premises installations, organizations need to account for server maintenance, updates, and potential downtime. Atlassian offers support plans that can be purchased separately, providing different levels of support based on the organization's needs.
Customization and Integration Costs: Depending on the level of customization and the number of integrations required, there may be additional costs for purchasing plugins, hiring consultants, or dedicating internal resources to manage these tasks.
Training Costs: Organizations may incur costs for training sessions, whether conducted by Atlassian or third-party providers, to ensure that users are proficient in using Confluence.
Training
Confluence offers a variety of training and support options to help new users get started and make the most of the platform:
Self-Paced Courses: Atlassian University provides short, self-paced courses that help users quickly get up and running with Confluence. These courses cover creating and finding work, using comments and mentions, personalizing settings, and using labels to stay organized.
Instructor-Led Training: For more in-depth learning, Atlassian offers instructor-led courses that can be customized to fit specific needs. These courses are interactive and provide opportunities for participants to ask questions and engage in practical exercises.
Online Resources: Atlassian's website hosts a range of resources, including detailed documentation, webinars, and video tutorials. These resources cover everything from basic usage to advanced features and best practices.
Community Support: The Atlassian Community is a global network of experts and enthusiasts who share their knowledge and experiences. Users can ask questions, find helpful groups, and get inspired by others' use cases.
Premier Support and Advisory Services: For mission-critical applications, Atlassian offers Premier Support, which includes a dedicated senior support team, faster SLAs, 24/7 coverage, and priority development escalation. Advisory Services provide strategic guidance to optimize software usage and build a scalable foundation.
Security Measures
Confluence implements robust security measures to ensure the protection of user data:
Encryption: All data is encrypted in transit using TLS 1.2+ with perfect forward secrecy, and servers holding user data use full disk, industry-standard AES 256 encryption.
Compliance Certifications: Confluence adheres to several industry standards and certifications, including ISO/IEC 27001, SSAE 18, SOC 2, SOC 3, PCI DSS, and GDPR. These certifications ensure that Confluence maintains high levels of data security and privacy.
Information Security Management System (ISMS): Confluence's ISMS addresses the three basic security dimensions: Integrity, Confidentiality, and Availability. This system includes a formal vulnerability management framework, security management processes, and organizational roles and responsibilities.
Data Protection and Recovery: Atlassian maintains a standby replica in different availability zones for redundancy and failover capability. Users have access to data recovery capabilities such as backup and restore manager, site/product delayed deletion, and site resurrection.
Security Advisories and Bug Bounty Program: Atlassian regularly publishes security advisories and has partnered with Bugcrowd to reward unique vulnerability research. This proactive approach helps identify and mitigate potential security risks.
Updates
Confluence releases updates regularly to introduce new features, improvements, and security patches:
Release Cadence: Confluence has a frequent release cadence, with major updates and new features being introduced regularly. For example, Confluence 8.0 was released in November 2022, and subsequent versions have been released almost every few months.
Long-Term Support (LTS) Releases: For organizations that prefer less frequent updates, Atlassian offers Long-Term Support (LTS) releases. These versions receive backported security updates and critical bug fixes throughout a standard 2-year support window, allowing organizations to maintain stability while still benefiting from important updates.
Upgrade Process: Atlassian provides detailed upgrade guides and tools to help users plan and execute upgrades smoothly. This includes pre-upgrade planning tools, troubleshooting guides, and tailored upgrade plans to ensure minimal disruption during the upgrade process.
Security Patches: Atlassian promptly addresses security vulnerabilities through advisories and patches. For instance, the CVE-2023-22515 vulnerability was quickly addressed with updates and advisories to ensure users could protect their systems.
Data Ownership and Portability
Data Ownership: Atlassian and its licensors retain all ownership and other rights (including all intellectual property rights) in the Atlassian Platform, Atlassian Products, and Atlassian Marks. However, Atlassian does not claim ownership of your apps, and you reserve all rights not expressly granted in their terms, including any goodwill associated with your marks.
Data Portability: For Confluence Server and Data Center customers, Atlassian does not access, store, or otherwise process the personal data you choose to store within the products. Under Article 20 of the GDPR, a data subject can request the transfer of their personal data to another service provider. This request is highly contextual, and legal counsel should be sought when processing such requests. Atlassian suggests using the content export functions available within the product to provide personal data in the required format.
Data Collection and Privacy: Confluence collects usage data to understand how customers use the platform and to prioritize feature development.
Scaling Up / Down
Confluence offers various subscription plans, including Free, Standard, Premium, and Enterprise, with varying features and storage capacities. Pricing is progressive, with volume discounts as more users are added. Standard plans cost $5.75 per user per month, while Premium plans cost $11 per user per month. Confluence offers both monthly and annual subscription options, with options for credit card, PayPal, bank transfer, or check. Enterprise plans support up to 20,000 users per instance, with plans to increase to 35,000. Confluence Data Center provides enterprise-grade features, flexible infrastructure choices, and advanced controls for large enterprises that need to manage their data and infrastructure independently. This flexibility allows organizations to choose the plan that best suits their needs.
The terms & conditions for contract renewal and cancellation
Contract Renewal:
Subscription Terms: Confluence subscriptions can be renewed on a month-to-month basis or annually. The minimum term for a subscription is one month, and customers can choose to renew monthly or purchase a year in advance.
Renewal Process: For annual subscriptions, customers can opt for a 2-year renewal to better manage their budgets and mitigate long-term pricing risks. This option is available for both new and existing customers.
Advisory Services: Any subscription term for Advisory Services may only be renewed by mutual written agreement of the parties. Renewal terms and conditions, including pricing, are subject to change.
Contract Cancellation:
Cancellation Process: To cancel a subscription, users need to go to the billing section on admin.atlassian.com, select the relevant billing account, and follow the prompts to cancel the subscription. For most plans, the subscription will terminate at the end of the current billing cycle, and the credit card will not be charged again.
Impact on Billing: No credit is offered for canceling an account before the end of a billing cycle. For Enterprise plans, the cancellation process may differ, and users are advised to contact Atlassian support for assistance.
Data Retention: After canceling a subscription, users will have access to their site for 15 more days before it is deactivated. The product data will be retained for a period, which varies depending on the plan. Users can request an immediate deletion of their personal data if needed.
Reactivation: Instructions are provided for reactivating a canceled subscription. If a cancellation is scheduled in the middle of a billing cycle, it can be undone by contacting support and following the on-screen instructions.
Compliance
Confluence adheres to several industry standards and compliance certifications to ensure data security and privacy:
ISO/IEC 27001: This is an international standard for information security management systems (ISMS), ensuring that Confluence maintains high levels of data security.
ISO/IEC 27018: This standard focuses on the protection of personal data in the cloud, ensuring that Confluence adheres to best practices for data privacy.
SOC 2 and SOC 3: These are standards for managing customer data based on five "trust service principles"—security, availability, processing integrity, confidentiality, and privacy.
PCI DSS: The Payment Card Industry Data Security Standard ensures that Confluence meets the requirements for securely handling credit card information.
GDPR: The General Data Protection Regulation is a regulation in EU law on data protection and privacy. Confluence complies with GDPR requirements, including data processing addendums and data transfer mechanisms.
NIST SP 800-53 Rev 4: This is a set of standards and guidelines for federal information systems, ensuring that Confluence meets stringent security requirements.
FedRAMP: The Federal Risk and Authorization Management Program standardizes security assessment, authorization, and continuous monitoring for cloud products and services used by the U.S. federal government.
CSA CCM: The Cloud Security Alliance Cloud Controls Matrix is a cybersecurity control framework for cloud computing, ensuring that Confluence meets comprehensive security requirements.
HIPAA: The Health Insurance Portability and Accountability Act sets the standard for protecting sensitive patient data. Confluence ensures compliance with HIPAA for customers in the healthcare industry.