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Confluence Data Center

Self-hosted team workspace and documentation platform

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Overview

Confluence Data Center is the version of Confluence that you install and run on your own servers. Atlassian does not host it for you. The Confluence Data Center connector syncs spaces, pages, blog posts, comments, attachments, and users from your instance. It keeps space permissions and page restrictions, so each user in Novaplan AI only sees what they can already see in Confluence.
If Atlassian hosts your Confluence for you, that is Confluence Cloud. Use the Confluence Cloud connector instead. The two connectors are not interchangeable.

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What Gets Synced

Folders are not synced. Folders only exist in Confluence Cloud, so there is nothing to sync on Data Center. Pages inside folders sync as normal.

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Configuration Guide

The Confluence Data Center connector supports two ways to sign in: Personal Access Token (PAT) and Basic Authentication. Both sync the same data.
This connector supports Personal Access Token and Basic Authentication only. OAuth apps you create in the Atlassian Developer Console are for Confluence Cloud and will not work here.

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Prerequisites

Check these before you start:
You need Confluence Data Center 9.1 or later. Space permissions were only added to the REST API in 9.1 (CONFSERVER-78176). On older versions the connector cannot read who is allowed to see a space, so it stops with a clear error instead of syncing spaces without permissions. Upgrade to 9.1 or later before you set this up.

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Prerequisite: Email visibility

On Confluence Data Center, email visibility is a global setting that an administrator controls. Users cannot change it for themselves, unlike Confluence Cloud where each person sets their own.
How to make email addresses visible. A Confluence administrator needs to do this:
  1. Go to Administration → General Configuration.
  2. Open Security Configuration and click Edit.
  3. Set User email visibility to Public.
  4. Save.
The setting has three options:
User email address visibility setting in Confluence Data Center Security Configuration

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Choose how to sign in

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Step 1: Create a Personal Access Token in Confluence

  1. Sign in to your Confluence with the account you want the connector to use.
  2. Click your profile picture in the top right, then select Settings.
  3. Open the Personal Access Tokens tab.
Confluence Data Center profile settings — Personal Access Tokens
  1. Click Create token.
  2. Give it a name you will recognise, such as Novaplan AI Confluence Connector.
  3. Set an expiry, or turn off Automatic expiry if your policy allows tokens that do not expire.
  4. Click Create.
Create a Personal Access Token in Confluence Data Center
  1. Confluence shows the token once. Copy it and store it somewhere safe.
Copy the Personal Access Token — shown once
The token is shown only once. If you close the dialog before copying it, revoke it and create a new one.
A token has the same access as the account that created it. Create it from a Confluence admin account so the connector can read every space, the full user list, and the audit log.

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Step 2: Authenticate Instance tab — enter your credentials

  1. In Novaplan AI, go to Workspace Settings → Connectors, find Confluence Data Center, and click + Setup.
  2. The connector panel opens as a drawer on the right.
  3. On the Authenticate Instance tab, select Personal Access Token in the Authentication method dropdown.
  4. Enter:
    • Base URL — the root URL of your Confluence, such as https://confluence.yourcompany.com, with no trailing slash
    • Personal Access Token — the token you copied in Step 1
  5. Click Next. Novaplan AI checks the credentials and moves you to the Configure Records tab.
Authenticate Instance tab with Personal Access Token method — Base URL and token fields

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Step 3: Configure Records tab

See Configure Records below. The options are the same for both sign-in methods.

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Configure Records

On the Configure Records tab, you choose how often the connector syncs and what it syncs. Sync settings — set these first:
  1. Sync Strategy — Scheduled or Manual.
  2. Sync Interval — how often to sync (default: 60 minutes).
Configure Sync Strategy
Scheduled sync runs on its own at the interval you set. Manual sync runs only when you start it. Real-time sync is not available for Confluence Data Center.
Sync filters — narrow the spaces, pages, and blog posts processed by this Team connection. The accessible Data Center connector still reads Confluence users and groups for identity and permission mapping. Do not treat these content filters as a guarantee that no other source metadata is read.
Confluence Data Center filters configuration
Available sync filters:
  1. Space Name — pick which spaces to sync.
    • Operator: In to include only those spaces, or Not In to exclude them
    • Selection: a searchable dropdown of the spaces your account can see
  2. Page Name — pick specific pages. Picking a page also includes its child pages.
  3. Blogpost Name — pick specific blog posts.
  4. Modified Date — filter by last change date. Operators: Is After, Is Before, Is Between.
  5. Created Date — filter by creation date. Same operators.
In the Confluence Cloud connector you type space keys and page IDs by hand. Here you pick them from dropdowns instead. The lists are loaded from your instance, so you do not need to find keys or IDs in the URL.
Indexing filters — these decide what gets prepared for AI search. Everything is synced, but only what you enable here is indexed.
  • Pages: Index Pages / Index Page Attachments / Index Page Comments (all on by default)
  • Blog posts: Index Blogposts / Index Blogpost Attachments / Index Blogpost Comments (all on by default)
Examples:
  • Sync only the Engineering space: Space Name → In → select “Engineering”
  • Skip archived spaces: Space Name → Not In → select the archived ones
  • Sync one documentation tree: Page Name → In → select the parent page
  • Recent content only: Modified Date → Is After → 2024-06-01
  • Pages but not attachments: turn off Index Page Attachments
Click Save. Novaplan AI shows a dialog saying “Instance is configured and ready to sync”, with two choices: I’ll do it later or Start syncing now.
Instance is configured and ready to sync
Pick Start syncing now to start straight away, or I’ll do it later to turn the connector on without syncing yet. Watch Indexing Progress to see how the sync is going.

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Supported Features

The Confluence Data Center connector syncs:
  • Spaces — every space your account can see, with their permissions
  • Pages — full page content with formatting preserved
  • Blog Posts — all blog post content and metadata
  • Comments — footer and inline comments, including whether an inline comment is resolved
  • Attachments — files attached to pages and blog posts
  • Users — user profiles and account information
  • Groups — user groups and memberships
  • Permissions — space permissions and page or blog view restrictions
  • Audit Log — used to spot permission changes between syncs
Folders are not synced. They only exist in Confluence Cloud.
Want agents to act in Confluence? This connector only syncs data into Novaplan AI. To let agents create and update pages, set up the Confluence Data Center toolset as well.

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Troubleshooting

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Common issues

Spaces fail to sync with a version error:
  • Your Confluence is older than 9.1, so it cannot report space permissions over the REST API. The connector stops on purpose rather than syncing content with no permissions. Upgrade to 9.1 or later.
Base URL problems:
  • Start with https://
  • No trailing slash. Use https://confluence.yourcompany.com, not https://confluence.yourcompany.com/
  • No page paths like /display/SPACE or /pages/viewpage.action
  • If Confluence runs under a path, include it: https://company.com/confluence
The Personal Access Token does not work:
  • Check for extra spaces at the start or end of the token
  • The token may have expired or been revoked. Create a new one from Settings → Personal Access Tokens
  • Your Confluence version may be older than 7.9 and not support tokens. Use Basic Authentication instead
Basic Authentication does not work:
  • Use the Confluence username, not the email address
  • The account may be CAPTCHA-locked after failed sign-ins. Sign in once in a browser to clear it
Connection times out, or you see a certificate error:
  • Check that Novaplan AI can reach the base URL through your firewall, VPN, or allowlist
  • If your instance uses a self-signed or internal certificate, Novaplan AI needs to trust that certificate
Some users are missing after a sync:
  • Users are skipped when email addresses are hidden. Ask a Confluence administrator to make them visible, then sync again
  • Their permissions are kept in the meantime and move onto their account once they sync
Nothing is syncing:
  • Check that the connector shows Active
  • Check that the account can view the spaces you expect
  • Check that the spaces are not archived
  • Read the sync logs for the exact error
Some content says permission denied:
  • Check that the account has read access to that content
  • Check the space permissions in Confluence
  • Check for page restrictions that limit who can see the page
Folders are missing:
  • That is expected. Folders only exist in Confluence Cloud. Pages inside them sync as normal.
If you change the Personal Access Token or the account password, update it on the Authenticate Instance tab. Data Center credentials are not refreshed automatically.

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Data Sync Behavior

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Sync order

Each sync runs these steps in order:

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First sync

  • Fetches all content from every space your account can see
  • Indexes pages, blog posts, attachments, and comments based on your indexing filters
  • How long it takes depends on how much content you have

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Later syncs

  • Uses timestamps to find changed content
  • Only syncs pages and blog posts that are new or changed since the last sync
  • A separate audit log pass catches permission and restriction changes, because those do not change a page’s last-modified time

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How permissions work

  • Space permissions come from GET /rest/api/space/{spaceKey}/permissions, which needs Confluence Data Center 9.1 or later
  • Page and blog restrictions are read as effective view restrictions. Only real read restrictions change who can see a page. A restriction that only limits editing still lets people read the page based on the space permissions
  • Public spaces — if a space allows anonymous read access, it is treated as public and per-user permissions are skipped
  • Unknown users — permissions for users whose email is not known yet are held on a placeholder and moved to the real user once that user syncs
  • Attachments and comments of a restricted page inherit its visibility. When an audit-log event changes the page restriction, the stored attachments and comments follow.
  • Unknown groups — a restriction naming a group that has not synced remains restricted; its members gain access after the group syncs and the page is read again.
  • Failed reads — temporary failures reading space permissions, group membership, or page restrictions preserve the stored access. A page with unreadable restrictions is skipped while the rest of its space continues syncing; the checkpoint stays in place so the next sync retries that window. A failed read does not make the page visible to the whole space.

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How Data Center differs from Confluence Cloud

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FAQ

No. This connector supports Personal Access Token and Basic Authentication only. OAuth apps created in the Atlassian Developer Console are for Confluence Cloud and will not work here.
Use a Personal Access Token unless your instance cannot create them. Both sync the same data.
Pick the one that matches your setup. They cannot be swapped.
Space permissions were only added to the REST API in Confluence Data Center 9.1 (CONFSERVER-78176). Without that, the connector cannot tell who is allowed to see a space. If it indexed content anyway, that content would either be hidden from everyone or shown to too many people. So it stops with a clear error instead.
Yes. On the Configure Records tab, use the Space Name filter with the In operator and pick the spaces you want. Use Not In to leave spaces out instead.
Yes. Use the Page Name filter with the In operator and pick the pages you want. Picking a page also includes its child pages, so you can sync a single documentation tree.
Check these in order:
  1. The sync has not finished. Go to Workspace Settings → Connectors and check the sync status, then look in All Records for the pages you expect.
  2. User mapping is incomplete. If Confluence hides email addresses, some users may not map on the first sync. Ask your Confluence administrator to review the global email-visibility setting with your privacy policy before changing it, then test again after the next sync.
  3. Your filters are too narrow. Check the Space Name, Page Name, and date filters on the Configure Records tab.
  4. Indexing is off. Check that Index Pages and the related toggles are turned on.

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Ready to Get Started?

Connect your Confluence Data Center instance to Novaplan AI using the approved account and filters above. Search results reflect the content that was synced and each user’s permissions.