We’re here to help you make your migration as smooth as possible.
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On Cloud, Refined is a site-building tool parallel to Confluence. The Refined sites that you build show Confluence content, but live outside native Confluence. This means that you create and manage the sites with Refined, and you create and edit spaces/pages/blogs in Confluence. All the updates you make in Confluence instantly show on your Refined sites too. Note that Confluence space and content permissions are always respected on Refined sites as well.
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Feature comparison
Feature | Server/ | Cloud | Comment about the Cloud feature |
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Sites |
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Navigation menu |
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Categories |
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| You group spaces with Refined Pages and menu folders instead (and JSM projects too, if you have Refined for Jira Cloud). |
Site and |
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| You edit these pages with the intuitive what-you-see-is-what-you-get Page Builder. Available modules differ slightly from Server/DC: see a comparison. |
Blog site |
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| You can create a blog site by adding a space with only blog posts to a Refined site and using the News module to show the blogs on landing pages. |
Announcement Banners |
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Themes |
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Advanced Themes (self-coded) |
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| You can still add custom CSS to alter your theme (but note that we don’t support issues caused by custom CSS). |
Confluence formatting and macros |
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| Sometimes you may want to embed Confluence pages so they look in native Confluence. For example when they include some of the few formatting or macros that Refined doesn’t (fully) support. Note that this feature is in beta and limitations apply. |
Space Layouts |
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| Each space gets a fully customizable landing page and can be tailored further with space settings. |
Third party apps |
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| Some apps or macros provided by third party Marketplace vendors might work on native Confluence, but not on Refined sites. |
Refined macros |
| - | Refined for Confluence Cloud doesn’t include any Refined macros. Possible solutions for this depend on your specific setup and require the app Refined Toolkit for Confluence Cloud. See the detailed migration preparation guide below. |
User Dashboards |
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User Categories |
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Custom domains on sites | - |
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Jira Content on sites | - |
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Promoted search results | - |
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You can add any space to as many Refined sites as you like.
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Migrating to a new platform can be a great opportunity to rethink your Confluence and Refined setup. We recommend to evaluate what was working well on the Server/DC instance - and what you can improve. Then, make a game plan from there. You can opt to replicate your Server/DC setup on Cloud with improvements here and there, or see Cloud as a blank canvas to create a totally new setup. Whichever option you choose, ask yourself how you can leverage these key advantages of the Cloud infrastructure:
You can create as many sites as you want: what . What content can you split out into multiple sites?
You can add a space to as many sites as you want. What content can be relevant to include on multiple sites?
With Refined for Jira Cloud it’s It’s easy to combine both JSM portals and Confluence spaces into one Refined site, if you get both Refined for Confluence Cloud and Jira Service Management (JSM) on the same site Refined for Jira Cloud. Could this improve your workflow and your site’s user experience? It opens up many new ways of using Refined, including:
Building an intranet that features Confluence pages and blogs, as well as JSM portals. For example, this
A knowledge base (Confluence spaces)
One or more help desks (JSM projects)makes it easy for users to explore the company’s employee handbook and directly contact HR if they have any questions.
Creating an external-facing help site that features not just Confluence spaces, but also help desks. This way, users can create support requests if they can’t find what they are looking for.
For insights into the possibilities and best practices, have a look at these in-depth get-started guides:
Step 2. Prepare your base Confluence spaces (and JSM projects)
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Once you have an idea of your sites' general structure, prepare your Confluence content spaces – and your JSM content projects too, if you plan to integrate it those into your sites. Generally, we recommend to ask yourself the following questions:
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, we recommend to ask yourself the following questions:
Should I restructure my spaces - in /projects? In other words: which content can be merged and what can be split into separate spaces/projects?
What content Which spaces/projects should I introduce?
What content can be refreshed?
What content can we Which spaces/projects can I refresh?
Which spaces/projects can I slim down?
Which macros am I using on my Confluence pages and how will they work on Cloud? Steps 3 and 4 of this guide will help you prepare your macros for migration.
Step 3. Prepare for migrating your Confluence/third party macros
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