Before starting your actual migration, we recommend the following:
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Step 1. Learn the differences between Server/Data Center and Cloud
Refined Sites for Confluence Cloud combines key features from Refined for Server/Data Center (DC) with the convenience of the cloud. However, there are also some notable differences between the two products. Read this page to know what to expect when migrating
Step 2. Consider overhauling your setup
Migrating to a new platform can be a great opportunity to rethink your Confluence 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. Whichever option you choose, ask yourself how you can leverage these key advantages of the Cloud infrastructure:
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3. Prepare your base Confluence spaces (and JSM projects)
Once you have an idea of your sites' general structure, prepare your Confluence spaces – and your JSM projects too, if you plan to integrate those into your sites. Generally, we recommend to ask yourself the following questions:
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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.
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4. Prepare for migrating your Confluence/third party macros
Click here for an overview of formatting and macros that are supported on Refined sites. The overview covers macros from Refined Toolkit, Confluence, and third party Atlassian Marketplace apps.
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Team Calendars are not supported due to Atlassian API limitations. Click here to view the issue and vote on it.
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5. Set up a rollout plan
Because Refined Sites works parallel to Confluence Cloud, your sites don’t have to be ready directly after migrating. Users can access native Confluence 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.