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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/
DC

Cloud

Comment about the Cloud feature

Sites

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(lightbulb) You can add any space to as many Refined sites as you like.

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
Category homes

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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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(info)

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. Read more in step 3 of the preparation guide below.

Refined macros

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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 step 4 of 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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(lightbulb) Give each site a custom URL for quick access and easy recall.

Jira Content on sites

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(lightbulb) Combine the power of Confluence and Jira, by installing Refined for Jira Cloud.

Promoted search results

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(lightbulb) Offer users a better search experience than in Confluence: suggest pages based on their search query.

Preparation guide

Step 1. Consider overhauling your setup

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  • Should I restructure my spaces/projects? In other words: which content can be merged and what can be split into separate spaces/projects?

  • Which spaces/projects should I introduce?

  • Which spaces/projects can I refresh?

  • Which spaces/projects can I slim down?

  • 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 migrationmacros 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.

On Cloud, all spaces need to have a home page. Otherwise, your Refined sites can’t show the page tree menu that is located on the left hand side of all Confluence pages. If some of your spaces don’t have home pages yet, we recommend you to set up home pages already before migration:

  1. Use Atlassian’s Cloud Migration Assistant. In the App Vendor checks, you’ll get a notification if you have spaces without home pages.

  2. Download the report.

  3. Add a home page to each of the spaces in the list.

  4. Re-run the app vendor check to make sure all spaces are set up properly.

Step 3. Prepare for migrating your Confluence/third party macros

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The macros are named according to their macro keys, which in most cases are self-explanatory. There are however some exceptions, in which macro keys can have two different names:

Macro

Macro key

Activity Stream

rw-activity-stream

recently-updated-dashboard-category

Divbox

rw-divbox 

divbox.

Space News

rw-space-news

space-news

Spaces

rw-spaces-in-categories

spaces-in-category

Step 4c. See which actions to take for each Refined macro

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This table shows which Refined for Confluence Server/DC macros you can keep using if you get Refined Toolkit on Cloud.

Refined for Confluence Server/DC

Refined Toolkit for
Confluence Cloud

Activity Stream

UI Activity Stream

  • Supported settings: Title, Max items (limit), Types, Authors, Labels (label), Spaces (space key)

  • Unsupported settings: Content Types, Authors, Category key, CQL

Content Layout

Content Layout

(warning) This macro is available on Cloud, but it is not migrated from Server/DC to Cloud. This means that you have to recreate it on Cloud.

Page Tree

UI Page Tree

(warning) This macro is available on Cloud, but it is not migrated from Server/DC to Cloud. This means that you have to re-add it on Cloud.

News

News

  • Supported settings: Title, Theme (DisplayMode), Max items (limit), ProfilePic, ShowSpaceName, Labels (label), Spaces, CQL

  • Unsupported settings: Type, Profile pictures, Categories, Show space name, View in popup, Expand first item

This table shows which Refined Toolkit for Confluence Server/DC macros you can keep using if you get Refined Toolkit on Cloud.

Refined Toolkit for Confluence Server/DC

Refined Toolkit for
Confluence Cloud

UI Button

UI Button

  • Supported settings: Title, URL, Tooltip, Size, and Color.

  • Unsupported settings: Icon, Display, Open in a new window

  • It’s not possible to set custom color profiles on Cloud.

  • URLs are static. If they link to local pages and blog posts in Server/DC, you need to manually change the link to the new URL in Cloud.

UI Children

UI Children

  • Supported setting: Page

  • Unsupported settings: Display, Columns, Sort children by, Reverse sort

UI Children Cards

Turns into a UI Children macro with the cards display mode.

UI Expand(s)

UI Expand(s)

  • Supports the same settings as on Server/DC

UI Image

  • Images are migrated if you have Refined Toolkit Cloud, but they are not editable. To add images in Cloud, simply insert them in the Confluence Editor.

UI Step(s)

UI Step(s)

  • Unsupported setting: Size

UI Tab(s)

UI Tab(s)

  • Supports the same settings as on Server/DC

UI Text Box

UI Text Box

  • Supported setting: Type

  • Unsupported settings: Text size, Show icon

  • It’s not possible to set custom color profiles on Cloud.

This table shows Refined for Confluence Server/DC macros that aren’t supported in Cloud – neither by Refined for Confluence nor by Refined Toolkit. Where applicable, we suggest workarounds for your setup.

Refined for Confluence Server/DC

Workaround for Cloud

Divbox

Although the Divbox macro doesn’t exist on Cloud, images and text within the Divbox macro are migrated if you have Refined Toolkit. Macros in the Divbox are not rendered due to technical limitations – read more about this in step 4d below.

Favorite Pages

Users can save Confluence pages on your Refined site for future reference, by clicking the Star icon in the top-right corner of a page. By clicking My favorite pages in the avatar menu, users see an overview of all pages they saved.

My Work

After you migrated to cloud, create a Content Layout macro and place an Activity Stream macro in it. Set up the Activity Stream macro with CQL: type=page AND contributor = currentUser()

Note that this solution will only work in native Confluence, because Refined sites can’t show Content Layout macros.

Search

Use Confluence’s Livesearch macro.

Space News

Use Refined Toolkit’s News macro instead.

Create Space Button

Spaces

User Details

User Network

Users

Users in Category

Users in Space

Due to differences between Server/DC and Cloud, these macros become irrelevant after migration. That’s why they aren’t supported and don’t have a workaround.

Info

To make sure that your macros work as expected, we recommend to install Refined Toolkit for Confluence Cloud before migrating.

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There are some differences between the modules in the Layout Editor (on Server/DC) and the Page Builder (on Cloud). Click the links in this table to see compare the documentation.

Layout Editor modules
Server/DC

Page Builder modules
Cloud

Activity Stream

Activity Stream

Confluence Content

There is no Cloud equivalent for this Server/DC module, because of technical differences between Cloud and Server/DC.

HTML

HTML

My Work

To show Confluence pages that the current user has worked on:

  1. Add an Activity Stream module or Pages module.

  2. Set it up with CQL: type=page AND contributor = currentUser()

Navigation Cards

Card

Navigation Image

Image

Navigation Icon

Icon

Navigation Content

Add an Image module with the Navigation Content style.

Navigation Highlight

Add an Image module with the Navigation Highlight style.

News

News

Pages

Pages

Search

Search Highlight

Spaces

The Site Navigation module automatically shows the landing page’s child spaces. To show only specific spaces, add them as individual items to a Links module.

User Details

Users in Category

Users

Create similar user overviews manually with Image and Text modules.

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Button

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Divider

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Page Tree

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Site Navigation

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Spacer

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Text

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Links

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Issue Types (if you have Refined for Jira Cloud)

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Jira Issues (if you have Refined for Jira Cloud)

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My Requests (if you have Refined for Jira Cloud)

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Request Types (if you have Refined for Jira Cloud)

Need more help?

Have a look at the FAQ and the demos & other resources page.

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