Page Comparison

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

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Feature	Server/ DC	Cloud	Comment about the Cloud feature
Sites			You can add any space to as many Refined sites as you like.
Navigation menu
Categories			Categories are called Refined Pages (category with landing page) and menu folders (category without landing page).
Site and Category homes			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			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
Themes
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 as 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			You have the option to connect a fully customizable landing page to a space. Space settings let you tailor the look and functionalities of pages within the space.
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		-
User Categories		-
Custom domains on sites	-		Give each site a custom URL for quick access and easy recall.
Jira Service Management content on sites	-		Combine the power of Confluence and Jira, by installing Refined for Jira Service Management Cloud.
Promoted search results	-		Offer users a better search experience than in Confluence: suggest pages based on their search query.

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Rw ui tabs macro

Rw tab

title	Start

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.

Rw tab

title	Set 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.

Rw tab

title	Configure

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:

The My Work module will be replaced with an Activity Stream module. It’ll have CQL set up to show Confluence pages the user has worked on.
The Search module will be replaced with a Search Highlight module.
User Details, Users in Category, and Users modules will be removed. You can create similar user overviews manually with Image and Text modules.
The Confluence Content module will be removed.

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.

View permissions on categories and links

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.

Rw tab

title	Assess

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 permissions

Insert excerpt

	Refined for Confluence
	Refined for Confluence
name	Section permissions limitation
nopanel	true

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 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.

Rw tab

title	Export 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.

Excerpt

name	Step 5. Import and set up the site on Cloud

Step 5. Import and set up the site on Cloud

Go to your Atlassian instance.
Click Apps > Refined in the navigation menu.
Click the Open Refined button.
Click the Import Server or Data Center site button.
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Decide what we should call your site in the Refined Administration. This name also shows up in the browser tab for your site’s visitors.
Choose your site’s URL by picking a subdomain: (subdomain).refined.site. While you are welcome to keep this URL, you can also set up a custom domain later.
Let us know what kind of site you’re importing.
Upload the file you exported from your Server or Data Center instance. Keep the tab open while the file is uploading.
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Click the Continue button. It may take up to 2 hours to create your site. You can close the tab and check back later.
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Review your site once it’s ready. You may need to make changes in your setup, depending on your configurations and assessments you made on Server/DC.

Possibility to migrate only single layouts

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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.
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.
Click the Import/Export button > Download latest published version for use on Cloud.
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.
When you're ready, click Download.
Go to the landing page on your Refined Cloud site where you want to use the layout.
Click the … (three dots) > Edit page to open the Page Builder.
Click the Three lines in the top-left > Export/Import page layout.
Upload the layout.
Make adjustments if necessary and hit Publish.

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Versions Compared

Old Version 43

New Version 44

Key

Layout modules

View permissions on categories and links

Uncategorized spaces

Archived spaces

Step 5. Import and set up the site on Cloud

Possibility to migrate only single layouts