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Due to maintenance, it’s temporarily not possible for customers whose accounts were created after 20 August 2023to add Jira Software projects to Refined sites. If you have any questions, please contact us. |
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Go to the Refined Administration.
Go to the Site Builder tab.
Toggle on Cloud migration mode and click a site’s Cloud button.
Follow the steps in the dialog that opens.
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While you follow these steps to migrate the site, don’t make changes to the site and its settings.
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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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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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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
The Popular Service Projects module, Recent Request Types module, and Knowledge Base module aren’t available on Cloud. Choose how to handle these modules in the export.
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Option
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Description
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Replace unavailable modules when possible
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The Popular Service Projects modules and Knowledge Base modules will be migrated as text modules. You can add links to projects or knowledge base articles manually in the Cloud layout. Recent Request Types modules don’t have a viable alternative on Cloud and will be excluded in the export.
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Exclude all unavailable modules
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The unavailable modules will be excluded and left empty in the Cloud layout on Cloud.
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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 special view permissions, you’ll see a list. You can download the list as .CSV file, to keep it for future reference.
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Option
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Description
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Keep view permissions
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The users or user groups need to exist on Cloud. Otherwise, the export won’t include specific permissions related to them and the category, link, and layout will follow standard Atlassian permissions.
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Remove manual view permissions
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Standard Atlassian permissions will apply.
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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.
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Feature
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Differences between Server/DC and Cloud
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Languages
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Refined for Cloud doesn’t support fully multilingual sites. However, the language of hard-coded items reflects the setting of the user’s browser language. It’s not possible to translate text added into modules. You can use section view permissions to show modules in different languages to different user groups.
It’s not possible to translate the names of items in the navigation menu.
Request Types and their descriptions can be translated, based on the project settings in native JSM. The translation is based on the user’s language setting in their Atlassian profile.
To manually build a multilingual site on Cloud, read this guide.
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Site administrators
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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.
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Site access permissions
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By default, migrated sites aren’t available to anonymous users. You can change the site access permission manually on Cloud.
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Themes
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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.
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Site switcher
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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.
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Logos and icons
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The site logo in the navigation menu won’t be migrated and needs to be set up manually on Cloud.
Project icons, link icons, and category icons aren’t supported on Cloud sites.
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Request view
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The settings Layout Mode (request activity on top, request detail on top) and List Attachment don’t exist on Cloud.
On Cloud, the request details are always shown at the top of the request view and attachments are always visible to the side.
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Service Level Agreements (SLAs)
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Cloud sites don’t display Service Level Agreements (SLAs) in the request view.
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Default request type
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Cloud sites don’t support showing a default request type. Server/Data Center sites show a default request type when users:
Search on your site but there are no search results to show.
Aren’t permitted to view a page.
End up on a “Content not found” page.
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Knowledge base
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The Display Articles in Wide Mode settings and Display Article Link settings will be migrated to Cloud. The Access to Confluence setting, Display Page Tree setting, and Global Search Settings don’t exist in Cloud.
Read this guide to learn more about setting up a knowledge base on Cloud.
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Footer
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The footer won’t be migrated, your site will get the default Cloud footer instead.
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Click the Download button to export the site. See step 5 below for instructions on importing and setting up the site on Cloud.
Module comparison
Because of technical differences between Cloud and Server/DC, there are some differences between the modules in the Layout Editor (on Server/DC) and the Page Builder (on Cloud). If the layout you export contains modules that are unavailable on Cloud, you can configure how they should be handled in the export.
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Possibility to migrate only single layouts
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Make sure you have the following installed:
Refined for Jira Service Management Server/DC version 3.6 or newer
Jira Server/DC version 8.20 or newer or Jira Service Management Server/DC version 4.20
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. See the module comparison below.
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.
Module comparison
Because of technical differences between Cloud and Server/DC, there are some differences between the modules in the Layout Editor (on Server/DC) and the Page Builder (on Cloud). If the layout you export contains modules that are unavailable on Cloud, you can configure how they should be handled in the export.
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