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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| You can add any space to as many Refined sites as you like. |
Navigation menu | |||
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) |
| 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 |
| 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 |
| Each space gets a fully customizable landing page and can be tailored further with space settings. | |
Third party apps |
| 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 |
| - | 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 | - |
| Give each site a custom URL for quick access and easy recall. |
Jira Content on sites | - |
| Combine the power of Confluence and Jira, by installing Refined for Jira Cloud. |
Promoted search results | - |
| 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:
Use Atlassian’s Cloud Migration Assistant. In the App Vendor checks, you’ll get a notification if you have spaces without home pages.
Download the report.
Add a home page to each of the spaces in the list.
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 |
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rw-activity-stream recently-updated-dashboard-category | |
rw-divbox divbox. | |
rw-space-news space-news | |
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 |
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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. | |
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. | |
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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 |
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Turns into a UI Children macro with the cards display mode. | |
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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 |
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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. | |
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. | |
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. | |
Use Confluence’s Livesearch macro. | |
Use Refined Toolkit’s News macro instead. | |
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 |
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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 | Page Builder modules |
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There is no Cloud equivalent for this Server/DC module, because of technical differences between Cloud and Server/DC. | |
To show Confluence pages that the current user has worked on:
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Add an Image module with the Navigation Content style. | |
Add an Image module with the Navigation Highlight style. | |
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. | |
Create similar user overviews manually with Image and Text modules. | |
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- | Issue Types (if you have Refined for Jira Cloud) |
- | Jira Issues (if you have Refined for Jira Cloud) |
- | My Requests (if you have Refined for Jira Cloud) |
- | 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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