Page Comparison

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Refined for Jira Service Management (JSM) Cloud combines key features from Server/DC with the convenience of the cloud. However, there are also some notable differences between the two products.

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Due to the parallel setup on Cloud, it becomes possible to combine Confluence and Jira on one and the same Refined site – more on that later.

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Feature comparison 

Preparation guide

Step 1. Consider overhauling your setup

Migrating to a new platform can be a great opportunity to rethink your JSM and Refined setup. We recommend to evaluate what was working well on the Server/DC instance - and what you can improve. 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.

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• Build a help & support site

• Build an intranet

Step 2. Prepare your base JSM (and Confluence) content

Once you have an idea of your sites' general structure, prepare your JSM projects – and your Confluence spaces too, if you plan to integrate it into your sites. Generally, we recommend to ask yourself the following questions:

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

• Which projects/spaces should I introduce?

• Which projects/spaces can I refresh?

• Which projects/spaces can I slim down?

Step 3. Choose how to implement your knowledge base (optional)

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• The ability to embed request types directly on Confluence pages.

• Page tree menus in the left-hand menu of the Confluence spaces.

• Confluence modules on your landing pages:

  • Use the Page Tree module to guide users to self-help articles.

  • Use the News module to highlight blogs from Confluence spaces.

  • Use the Pages module to show the most recently updated pages in the Confluence spaces.

  • Use the Activity Stream module to show recently updated pages in the Confluence spaces.

Step 4. See if any limitations apply

You may face some technical JSM limitations on Cloud, depending on your setup. Please read our documentation to get an understanding of the limitations, whether they will impact your migration, and how to prepare.

Step 5. See how the parallel Cloud setup may impact third party apps

Because Refined Cloud works as a site builder parallel to native Jira, native Jira is not changed by Refined. Therefore, Refined doesn’t impact third party apps that provide functionalities in native Jira, but might impact apps that provide functionalities in the customer-facing portal.

Step 6. Set up a rollout plan

Because Refined works parallel to Jira Cloud, your sites don’t have to be ready directly after migrating. Users can access the native help center while you build your Refined sites. This gives you ample time to get feedback and fine-tune the sites before introducing them to your user base.

Migration guide

Due to the major infrastructure differences between Server/DC and Cloud, you need to re-create your sites when you migrate. We are working on developing a simpler migration path and will update the migration guide accordingly.

Step 1. Install Refined apps on Cloud

Install these apps on your Atlassian Cloud instance:

• Refined for Jira Service Management Cloud

• Refined for Confluence Cloud (if you want to integrate Confluence content into your sites)

Step 2. Migrate Jira

Upgrade your Refined apps on Server/DC to the latest available version. Then, use Atlassian’s Jira Cloud Migration Assistant to migrate your Jira Server/DC instance to the Cloud.

Step 3. Create Refined sites and add content

Due to the major infrastructure differences between Server/DC and Cloud, you need to re-create your sites when you migrate.

Check out our Get Started guide to learn how to create sites and to move between Jira and Refined. Then, use the Site Builder to add content and arrange it into a structure that is reflected in the site’s navigation menu. To get help from colleagues, delegate administrator permissions. You can give out permissions for your entire Refined instance or for individuals sites.

Step 4. Manage site settings

Manage the site settings for each of your Refined sites, for example:

• Set up a custom domain for each site.

• Control which kinds of users can access the sites with Site Access Permissions.

• Create a cookie dialog.

Step 5. Create and apply themes

Because it’s not possible to migrate themes, you have to re-create and apply them on Cloud. Note that Refined for Jira JSM Cloud doesn’t support third party themes.

Step 6. Create landing pages

Refined for Jira JSM Cloud lets you customize your site’s landing pages with the what-you-see-is-what-you-get Page Builder. Compared to the Layout Editor from Server/DC, the modules in the Page Builder differ a bit terms of functionalities, looks, and availability. Click the links in this table to see compare the documentation.

Need more help?

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

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