Accxia Manuals & Help

Guest Access for Confluence

image2020-9-10_14-23-1.png

Introduction

In Confluence, you may have the need to make dedicated Spaces accessible for Guest Users.

Those Guest Users must not log in and they do not require a personal Account or Password.

Out of the box you can enable anonymous Access for your Confluence Instance. You than can configure Spaces which shall be accessible by anonymous users. These anonymous users do not consume a license.


Due to security reasons and for better user experience, many Confluence Administartors do not want to open their Confluence Instance for anonymous access.  Beside the security considerations, the user experience for normal users is bad, since they do not recognize whether they have to login to access a space/page as a result they become confused.


Guest Access for Confluence is the solution for this use case.

Any user, who is not logged in will be automatically logged in as "Guest". This consumes 1 License in total for all guest Users. 

User Guide

A user guide is not required. Users are automatically logged in. Based on the Confluence Configuration/Space Permissions they must have read only access to spaces/pages

Administrator Guide

Before you can use the App you have to setup the App and you have to prepare some configuration.

Administer Confluence

Create a Group called "guests" in confluence

Go to Confluence User Administration

image2020-9-10_14-36-57.png

Find the Group Settings on the left

image2020-9-10_14-37-51.png

image2020-9-10_14-39-50.png

Can you see the "Add Group Option" ?

image2020-9-10_14-49-22.png

If yes goto "Create the group" section

if NOT, you need to do some more configuration

More Configuration required if "create group" is disabled

Search for Security Configuration on the left

image2020-9-10_14-45-13.png

image2020-9-10_14-46-17.png

Here you might see that "external user management" is enabled.

To be able to create a group you do need to disable (just for now, we will reenable later on after we have created the group)

After disabling, go back to the Groups Settings

You now see 

Create the group

image2020-9-10_14-50-14.png

Click Add Group 

image2020-9-10_14-51-8.png

The group has been created, there are currently no users in there

image2020-9-10_14-52-4.png


Adding the guest user account

image2020-9-10_14-57-7.png

Go to Users

image2020-9-10_14-57-45.png

Click "Add Users" and fill in the details

image2020-9-10_14-58-42.png

image2020-9-10_15-0-31.png

Now you can "Edit Groups"

Just put the guest user intu the guests group.

Remove the check box from confluence-user

image2020-9-10_15-2-51.png

Select the Guest Group instead

image2020-9-10_15-3-32.png

press "save".

Verify that the user inly belongs to group "guests"

image2020-9-10_15-6-25.png


Reenabling the External User management


Take Care

Only reenable the External User Management if this has been enabled before!



Edit Global Permissions

You now need to edit Confluence Global Permissions

Go to 

image2020-9-10_15-42-13.png

image2020-9-10_15-42-40.png

Add the guests group to the licensed users, make sure to enable "can use".

Manage Space Permissions

Go to 

image2020-9-10_15-44-33.png

image2020-9-10_15-45-11.png

Make sure the guests group is not listed in the default permissions

Now for the individual Space Permissions, select the space you want to enable for guest access.

Manage Individual Spaces

image2020-9-10_15-46-41.png

Click "Manage Permissions"

Scrill down to anonymous access

image2020-9-10_15-48-18.png

Enable "View".

Take Care

Do not enable any other option beside "view" since we want to have "READ ONLY" guest Access !


Testing the Guest User Access

Now it is tie to test the guest user access. Either logout or use a different browser and login as the guest user.

After login, go to the space directory 

image2020-9-10_15-54-50.png

Take Care

Make sure you only see the Spaces you want to allow guest access for !!!


If you see any additional Spaces here you do need to check the permissions and you do need to rerun this tutorial.

Administer the Guest Access App

Yes this was quite some effort to prepare the system.

But the good news is that the App configuration is very easy.

Make sure you are still logged in as an admin.


Now it is time to install the App from the Marketplace.

image2020-9-10_16-14-26.png

Request a trial license.



Go to Manage Apps

select Guest Access from the left menu or click "configure" button

image2020-9-10_16-15-51.png

image2020-9-10_16-31-34.png

You can see that there is just one configuration option. You simply need to select the user name for the guest account.

?

You might wonder why we created the guest group just for the guest user. This is for better security. Even if in normal cases there is just one user in the guests group, this gives us an additional level of control for better security.




image2020-9-10_14-23-1.png

Introduction

In Confluence, you may have the need to make dedicated Spaces accessible for Guest Users.

Those Guest Users must not log in and they do not require a personal Account or Password.

Out of the box you can enable anonymous Access for your Confluence Instance. You than can configure Spaces which shall be accessible by anonymous users. These anonymous users do not consume a license.


Due to security reasons and for better user experience, many Confluence Administartors do not want to open their Confluence Instance for anonymous access.  Beside the security considerations, the user experience for normal users is bad, since they do not recognize whether they have to login to access a space/page as a result they become confused.


Guest Access for Confluence is the solution for this use case.

Any user, who is not logged in will be automatically logged in as "Guest". This consumes 1 License in total for all guest Users. 

User Guide

A user guide is not required. Users are automatically logged in. Based on the Confluence Configuration/Space Permissions they must have read only access to spaces/pages

Administrator Guide

Before you can use the App you have to setup the App and you have to prepare some configuration.

Administer Confluence

Create a Group called "guests" in confluence

Go to Confluence User Administration

image2020-9-10_14-36-57.png

Find the Group Settings on the left

image2020-9-10_14-37-51.png

image2020-9-10_14-39-50.png

Can you see the "Add Group Option" ?

image2020-9-10_14-49-22.png

If yes goto "Create the group" section

if NOT, you need to do some more configuration

More Configuration required if "create group" is disabled

Search for Security Configuration on the left

image2020-9-10_14-45-13.png

image2020-9-10_14-46-17.png

Here you might see that "external user management" is enabled.

To be able to create a group you do need to disable (just for now, we will reenable later on after we have created the group)

After disabling, go back to the Groups Settings

You now see 

Create the group

image2020-9-10_14-50-14.png

Click Add Group 

image2020-9-10_14-51-8.png

The group has been created, there are currently no users in there

image2020-9-10_14-52-4.png


Adding the guest user account

image2020-9-10_14-57-7.png

Go to Users

image2020-9-10_14-57-45.png

Click "Add Users" and fill in the details

image2020-9-10_14-58-42.png

image2020-9-10_15-0-31.png

Now you can "Edit Groups"

Just put the guest user intu the guests group.

Remove the check box from confluence-user

image2020-9-10_15-2-51.png

Select the Guest Group instead

image2020-9-10_15-3-32.png

press "save".

Verify that the user inly belongs to group "guests"

image2020-9-10_15-6-25.png


Reenabling the External User management


Take Care

Only reenable the External User Management if this has been enabled before!



Edit Global Permissions

You now need to edit Confluence Global Permissions

Go to 

image2020-9-10_15-42-13.png

image2020-9-10_15-42-40.png

Add the guests group to the licensed users, make sure to enable "can use".

Manage Space Permissions

Go to 

image2020-9-10_15-44-33.png

image2020-9-10_15-45-11.png

Make sure the guests group is not listed in the default permissions

Now for the individual Space Permissions, select the space you want to enable for guest access.

Manage Individual Spaces

image2020-9-10_15-46-41.png

Click "Manage Permissions"

Scrill down to anonymous access

image2020-9-10_15-48-18.png

Enable "View".

Take Care

Do not enable any other option beside "view" since we want to have "READ ONLY" guest Access !


Testing the Guest User Access

Now it is tie to test the guest user access. Either logout or use a different browser and login as the guest user.

After login, go to the space directory 

image2020-9-10_15-54-50.png

Take Care

Make sure you only see the Spaces you want to allow guest access for !!!


If you see any additional Spaces here you do need to check the permissions and you do need to rerun this tutorial.

Administer the Guest Access App

Yes this was quite some effort to prepare the system.

But the good news is that the App configuration is very easy.

Make sure you are still logged in as an admin.


Now it is time to install the App from the Marketplace.

image2020-9-10_16-14-26.png

Request a trial license.



Go to Manage Apps

select Guest Access from the left menu or click "configure" button


image2020-9-16_10-5-12.png

You can see that there are just one configuration options. You simply need to select the user name for the guest account. For security reasons, you need to add the SpaceKeys of enabled spaces separated by ","


?

You might wonder why we created the guest group just for the guest user. This is for better security. Even if in normal cases there is just one user in the guests group, this gives us an additional level of control for better security.