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We’re here to help you make your migration as smooth as possible.

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Step 1. Migrate Confluence to Cloud

Use Atlassian’s Confluence Cloud Migration Assistant to migrate your Confluence Server/DC instance to Cloud.

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titleStart

While you follow these steps to migrate the site, don’t make changes to the site and its settings.

Info

We’ll notify you in the last step of the migration process if someone made changes to the site or settings since you started the migration. If this happens, we recommend closing the dialog and starting the migration process again, to ensure all choices you make are based on the latest version of the site and its settings.

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titleSet up links

If elements on your site such as modules contain links to pages, you can update them in this step. Create rules to update multiple links at a time, or enter new links manually.

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titleConfigure

Configure how you’d like these features to be handled on Cloud. The migration assistant will only show the features that apply to your site.

Layout modules

Some modules aren’t available on Cloud. They can be replaced with similar modules:

Option

Description

Replace unavailable modules when possible

Unsupported modules that don’t have a viable alternative on Cloud will still be removed.

Exclude all unavailable modules

The unavailable modules will be removed and left empty in the Cloud layout on Cloud.

Info

To get more granular control over the modules, you can always migrate layouts individually. Read how to do this under “Migrate single layouts” further down on this page.

If your site includes categories or links with manual view permissions, you’ll see a list. You can download the list as .CSV file, to keep it for future reference.

Option

Description

Keep manual view permissions

The same users or user groups needs to exist on Cloud. If they don’t, those specific permissions won’t be included in the export: standard Atlassian permissions apply to the category or link.

Remove manual view permissions

Standard Atlassian permissions will apply.

Uncategorized spaces

If your site contains uncategorized spaces, you’ll see a list. You can download the list as .CSV file, to keep it for future reference.

Option

Description

Include uncategorized spaces in menu folder

Menu folders function similarly to a category. The menu folder will be hidden from the site's navigation menu, but users can still access the spaces through search functionalities and with a direct URL.

Exclude uncategorized spaces

The uncategorized spaces will still be available in your Confluence instance, but they aren’t included in this Refined site.

Archived spaces

If your site contains uncategorized spaces, you’ll see a list. You can download the list as .CSV file, to keep it for future reference.

Option

Description

Exclude archived spaces

The archived spaces will still be available in your Confluence instance, but not included in this Refined site.

Include archived spaces

The archived spaces are still included in the navigation menu, but users can’t find them through search functionalities.

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titleAssess

These settings aren’t available on Cloud or need to be set up manually. Read this information carefully to assess your next steps after migration.

Feature

Differences between Server/DC and Cloud

Single space sites

On Cloud, single space sites don’t exist. All sites are full sites: you’ll see your space in the site navigation menu instead of in the Site Switcher.

Site administrators

For security reasons, site administrators aren’t included in the export. Reconfigure the site administrator rights on Cloud. The migration assistant will show a list of the current site administrators, which you can download as a .CSV file.

Site access permissions

By default, migrated sites aren’t available to anonymous users. You can change the site access permission manually on Cloud.

Layout module filters

The Activity Stream module’s Filter for contributor setting and News module’s Filter for author setting aren’t migrated. These filters need to be set up again on Cloud.

Layout section permissionsThe permission settings Anonymous, Anyone, and Logged in users only (without user groups specified) are migrated. The setting Logged in users only (with user groups specified) isn’t migrated and needs to be set up manually on Cloud.

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Themes

Themes can’t be migrated to Cloud, and need to be re-created manually. Cloud doesn’t support advanced theming or themes made with third party apps.

Site switcher

Site Switcher settings aren’t migrated. You’ll need to enable and configure it on Cloud after migration. You’ll have same site list for all sites you create.

Logos

Structure logos, link logos, space logos, and category logos aren’t supported on Cloud sites. The site logo in the navigation menu won’t be migrated and needs to be set up manually in the theme on Cloud.

Blog spaces

Blog spaces become regular spaces on Cloud. Point users to blog posts with News modules or direct links instead.

Users connected to spaces

On Server/DC, it’s possible to connect users to spaces. Certain macros can automatically display these users and their roles on pages, user dashboards, and space layouts.

On Cloud, it’s not possible to connect users. You can still manually highlight users on landing pages instead, for example by creating an Image module per user.

Category administrators

Category administrators don’t exist on Cloud. If your site has category administrators, you’ll see a list which you can download as a .CSV file.

Custom category modules

Blog modules, HTML modules, and Confluence Questions modules don’t exist on Cloud and are therefore not migrated.

Users connected to categories

On Server and Data Center, it’s possible to connect users to spaces. The Users in Category module can automatically display these users and their roles on on a site or category home.

On Cloud, it’s not possible to connect users. You can still manually highlight users on landing pages instead, for example by creating an Image module per user.

Categories with custom URL

A category with a custom URL is essentially a link with child items. On Cloud, links can’t have child items. How the category with custom URL is migrated to Cloud depends on whether it has child items:

  • If it has child items, it will become a menu folder. The link-on-click is removed, but the child items remain grouped together.

  • If it doesn’t have child items, it will be migrated as a link.

Footer

The footer won’t be migrated, your site will get the default Cloud footer instead.

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titleExport and import

Click the Download button to export the site. See step 5 below for instructions on importing and setting up the site on Cloud.

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  1. Make sure you have the following installed:

    • Refined for Confluence Server/DC version 7.4 or newer (if you need to upgrade, see the version 7.4 upgrade instructions).

    • Confluence Server/DC version 7.15 or newer.

  2. On your Refined site, go to a site or category home and click the … Three dots in the top right corner > Edit site/category home.

  3. Click the Import/Export button > Download latest published version for use on Cloud.

  4. If the layout contains modules that are unavailable on Cloud, a popup will appear. Select if you want to exclude or replace these modules in the Cloud layout. Scroll down for a module comparison.

  5. When you're ready, click Download.

  6. Go to the landing page on your Refined Cloud site where you want to use the layout.

  7. Click the … (three dots) > Edit page to open the Page Builder.

  8. Click the Three lines in the top-left > Export/Import page layout.

  9. Upload the layout.

  10. Make adjustments if necessary and hit Publish.

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