Confluence connector V1.0 - Amazon Kendra

Confluence connector V1.0

Confluence is a collaborative work-management tool designed for sharing, storing, and working on project planning, software development, and product management. You can use Amazon Kendra to index your Confluence spaces, pages (including nested pages), blogs, and comments and attachments to indexed pages and blogs.

Note

Support for Confluence connector V1.0 / ConfluenceConfiguration API is scheduled to end in 2023. We recommend migrating to or using Confluence connector V2.0 / TemplateConfiguration API.

For troubleshooting your Amazon Kendra Confluence data source connector, see Troubleshooting data sources.

Supported features

Amazon Kendra Confluence data source connector supports the following features:

  • Field mappings

  • User access control

  • Inclusion/exclusion filters

  • (For Confluence Server only) Virtual private cloud (VPC)

Prerequisites

Before you can use Amazon Kendra to index your Confluence data source, make these changes in your Confluence and AWS accounts.

In Confluence, make sure you have:

  • Granted Amazon Kendra permissions to view all content within your Confluence instance by:

    • Making Amazon Kendra a member of confluence-administrators group.

    • Granting site-admin permissions for all existing spaces, blogs, and pages.

  • Copied the URL of your Confluence instance.

  • For SSO (Single Sign-On) users: Activated the Show on login page for the user name and password when you configure Confluence Authentication methods in Confluence Data Center.

  • For Confluence Server

    • Noted your basic authentication credentials containing your Confluence administrative account user name and password to connect to Amazon Kendra.

      Note

      We recommend that you regularly refresh or rotate your credentials and secret. Provide only the necessary access level for your own security. We do not recommend that you re-use credentials and secrets across data sources, and connector versions 1.0 and 2.0 (where applicable).

    • Optional:Generated a personal access token in your Confluence account to connect to Amazon Kendra. For more information, see Confluence documentation on generating personal access tokens.

  • For Confluence Cloud

    • Noted your basic authentication credentials containing your Confluence administrative account user name and password to connect to Amazon Kendra.

  • Checked each document is unique in Confluence and across other data sources you plan to use for the same index. Each data source that you want to use for an index must not contain the same document across the data sources. Document IDs are global to an index and must be unique per index.

In your AWS account, make sure you have:

  • Created an Amazon Kendra index and, if using the API, noted the index ID.

  • Created an IAM role for your data source and, if using the API, noted the ARN of the IAM role.

    Note

    If you change your authentication type and credentials, you must update your IAM role to access the correct AWS Secrets Manager secret ID.

  • Stored your Confluence authentication credentials in an AWS Secrets Manager secret and, if using the API, noted the ARN of the secret.

    Note

    We recommend that you regularly refresh or rotate your credentials and secret. Provide only the necessary access level for your own security. We do not recommend that you re-use credentials and secrets across data sources, and connector versions 1.0 and 2.0 (where applicable).

If you don’t have an existing IAM role or secret, you can use the console to create a new IAM role and Secrets Manager secret when you connect your Confluence data source to Amazon Kendra. If you are using the API, you must provide the ARN of an existing IAM role and Secrets Manager secret, and an index ID.

Connection instructions

To connect Amazon Kendra to your Confluence data source, you must provide details of your Confluence credentials so that Amazon Kendra can access your data. If you have not yet configured Confluence for Amazon Kendra see Prerequisites.

Console

To connect Amazon Kendra to Confluence

  1. Sign in to the AWS Management Console and open the Amazon Kendra console.

  2. From the left navigation pane, choose Indexes and then choose the index you want to use from the list of indexes.

    Note

    You can choose to configure or edit your User access control settings under Index settings.

  3. On the Getting started page, choose Add data source.

  4. On the Add data source page, choose Confluence connector V1.0, and then choose Add data source.

  5. On the Specify data source details page, enter the following information:

    1. In Name and description, for Data source name—Enter a name for your data source. You can include hyphens but not spaces.

    2. (Optional) Description—Enter an optional description for your data source.

    3. In Default language—Choose a language to filter your documents for the index. Unless you specify otherwise, the language defaults to English. Language specified in the document metadata overrides the selected language.

    4. In Tags, for Add new tag—Include optional tags to search and filter your resources or track your AWS costs.

    5. Choose Next.

  6. On the Define access and security page, enter the following information:

    1. Choose between Confluence Cloud and Confluence Server.

    2. If you choose Confluence Cloud, enter the following information:

      1. Confluence URL—Your Confluence URL.

      2. AWS Secrets Manager secret—Choose an existing secret or create a new Secrets Manager secret to store your Confluence authentication credentials. If you choose to create a new secret an AWS Secrets Manager secret window opens.

        1. Enter following information in the Create an AWS Secrets Manager secret window:

          1. Secret name—A name for your secret. The prefix ‘AmazonKendra-Confluence-’ is automatically added to your secret name.

          2. For User name and Password—Enter your Confluence user name and password.

          3. Choose Save authentication.

    3. If you choose Confluence Server, enter the following information:

      1. Confluence URL—Your Confluence user name and password.

      2. (Optional) For Web proxy enter the following information:

        1. Host name—Host name for your Confluence account.

        2. Port number—Port used by the host URL transport protocol.

      3. For Authentication, Choose either Basic authentication or (Confluence Server only) Personal Access Token.

      4. AWS Secrets Manager secret—Choose an existing secret or create a new Secrets Manager secret to store your Confluence authentication credentials. If you choose to create a new secret an AWS Secrets Manager secret window opens.

        1. Enter following information in the Create an AWS Secrets Manager secret window:

          1. Secret name—A name for your secret. The prefix ‘AmazonKendra-Confluence-’ is automatically added to your secret name.

          2. For User name and Password—Enter the authentication credential values you configured in Confluence. If using basic authentication, use your Confluence user name (email ID) and password (API token). If using personal access token, enter the details of the Personal Access Token you configured in Confluence account.

          3. Save and add your secret.

    4. IAM role—Choose an existing IAM role or create a new IAM role to access your repository credentials and index content.

      Note

      IAM roles used for indexes cannot be used for data sources. If you are unsure if an existing role is used for an index or FAQ, choose Create a new role to avoid errors.

    5. Choose Next.

  7. On the Configure sync settings page, enter the following information:

    1. For Include personal spaces and Include archived spaces—Choose the optional space types to include in this data source.

    2. For Additional configuration—Specify regular expression patterns to include or exclude certain content. You can add up to 100 patterns.

    3. You can also choose to Crawl attachments within chosen spaces.

    4. In Sync run schedule, for Frequency—Choose how often Amazon Kendra will sync with your data source.

    5. Choose Next.

  8. On the Set field mappings page, enter the following information:

    1. For Space, Page, Blog—Select from the Amazon Kendra generated default data source fields or Additional suggested field mappings to add index fields.

    2. Add field—To add custom data source fields to create an index field name to map to and the field data type.

    3. Choose Next.

  9. On the Review and create page, check that the information you have entered is correct and then select Add data source. You can also choose to edit your information from this page. Your data source will appear on the Data sources page after the data source has been added successfully.

API

To connect Amazon Kendra to Confluence

You must specify the following using ConfluenceConfiguration API:

  • Confluence version—Specify the version of the Confluence instance you are using as CLOUD or SERVER.

  • Secret Amazon Resource Name (ARN)—Provide the Amazon Resource Name (ARN) of an Secrets Manager secret that contains your Confluence authentication credentials.

    If you use Confluence Server, you can use either your Confluence user name and password, or your personal access token as the authentication credentials.

    If you use your Confluence user name and password as authentication credentials, you store the following credentials as a JSON structure in your Secrets Manager secret:

    { "username": "user name", "password": "password" }

    If you use a personal access token to connect Confluence Server to Amazon Kendra, you store the following credentials as a JSON structure in your Secrets Manager secret:

    { "patToken": "personal access token" }

    If you use Confluence Cloud, you use your Confluence user name and an API token, configured in Confluence, as your password. You store the following credentials as a JSON structure in your Secrets Manager secret:

    { "username": "user name", "password": "API token" }
  • IAM role—Specify RoleArn when you call CreateDataSource to provide an IAM role with permissions to access your Secrets Manager secret and to call the required public APIs for the Confluence connector and Amazon Kendra. For more information, see IAM roles for Confluence data sources.

You can also add the following optional features:

  • Web proxy—Whether to connect to your Confluence URL instance via a web proxy. You can use this option for Confluence Server.

  • (For Confluence Server only) Virtual Private Cloud (VPC)—Specify VpcConfiguration as part of the data source configuration. See Configuring Amazon Kendra to use a VPC.

  • Inclusion and exclusion filters—Specify regular expression patterns to include or exclude certain spaces, blog posts, pages, spaces, and attachments. If you choose to index attachments, only attachments to the indexed pages and blogs are indexed.

    Note

    Most data sources use regular expression patterns, which are inclusion or exclusion patterns referred to as filters. If you specify an inclusion filter, only content that matches the inclusion filter is indexed. Any document that doesn’t match the inclusion filter isn’t indexed. If you specify an inclusion and exclusion filter, documents that match the exclusion filter are not indexed, even if they match the inclusion filter.

  • Field mappings—Choose to map your Confluence data source fields to your Amazon Kendra index fields. For more information, see Mapping data source fields.

    Note

    The document body field or the document body equivalent for your documents is required in order for Amazon Kendra to search your documents. You must map your document body field name in your data source to the index field name _document_body. All other fields are optional.

  • User context filtering and access control—Amazon Kendra crawls the access control list (ACL) for your documents, if you have an ACL for your documents. The ACL information is used to filter search results based on the user or their group access to documents. For more information, see User context filtering.

Learn more

To learn more about integrating Amazon Kendra with your Confluence data source, see: