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Info

The migration tool is only available to Confluence administrators.

It’s not possible to migrate blog sites, because this type of site doesn’t exist on Cloud. Create a new site on Cloud instead and add blogs to it., add the Confluence Space(s) containing your blog posts to the site, and use the News module to show blog posts

Step 1. Prepare for migrating your Refined Sites macros

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The macros are named according to their macro keys, which in most cases are self-explanatory. There are however some exceptions, in which macro keys can have two different names:

Macro

Macro key

Activity Stream

rw-activity-stream

recently-updated-dashboard-category

Divbox

rw-divbox 

divbox.

Space News

rw-space-news

space-news

Spaces

rw-spaces-in-categories

spaces-in-category

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Refined Sites for Confluence Server/DC

Refined Toolkit for
Confluence Cloud

Activity Stream

Activity Stream

  • Supported settings: Title, Max items (limit), Types, Authors, Labels (label), Spaces (space key)

  • Unsupported settings: Content Types, Authors, Category key, CQL

Content Layout

Layout Editor

(warning) This macro is available on Cloud, but it is not migrated from Server/DC to Cloud. This means that you have to recreate it on Cloud.

Page Tree

Page Tree

(warning) This macro is available on Cloud, but it is not migrated from Server/DC to Cloud. This means that you have to re-add it on Cloud.

News

News

  • Supported settings: Title, Theme (DisplayMode), Max items (limit), ProfilePic, ShowSpaceName, Labels (label), Spaces, CQL

  • Unsupported settings: Type, Profile pictures, Categories, Show space name, View in popup, Expand first item

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Refined Toolkit for Confluence Server/DC

Refined Toolkit for
Confluence Cloud

UI Button

Button

  • Supported settings: Title, URL, Tooltip, Size, and Color.

  • Unsupported settings: Icon, Display, Open in a new window

  • It’s not possible to set custom color profiles on Cloud.

  • URLs are static. If they link to local pages and blog posts in Server/DC, you need to manually change the link to the new URL in Cloud.

UI Children

Child Pages

  • Supported setting: Page

  • Unsupported settings: Display, Columns, Sort children by, Reverse sort

UI Children Cards

Turns into a Child Pages macro with the cards display mode.

UI Expand(s)

Expand (Container)

  • Supports the same settings as on Server/DC

UI Image

  • Images are migrated if you have Refined Toolkit Cloud, but they are not editable. To add images in Cloud, simply insert them in the Confluence Editor.

UI Step(s)

Step (Container)

  • Unsupported setting: Size

UI Tab(s)

Tab (Container)

  • Supports the same settings as on Server/DC

UI Text Box

Panel

  • Supported setting: Type

  • Unsupported settings: Text size, Show icon

  • It’s not possible to set custom color profiles on Cloud.

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Refined for Confluence Server/DC

Workaround for Cloud

Divbox

Although the Divbox macro doesn’t exist on Cloud, images and text within the Divbox macro are migrated if you have Refined Toolkit. Macros in the Divbox are not rendered due to technical limitations – read more about this in step 4d below.

Favorite Pages

Users can save Confluence pages on your Refined site for future reference, by clicking the Star icon in the top-right corner of a page. By clicking My favorite pages in the avatar menu, users see an overview of all pages they saved.

My Work

After you migrated to cloud, create a Layout Editor macro and place an Activity Stream macro in it. Set up the Activity Stream macro with CQL: type=page AND contributor = currentUser()

Note that this solution will only work in native Confluence, because Refined sites can’t show Layout Editor macros.

Search

Use Confluence’s Livesearch macro.

Space News

Use Refined Toolkit’s News macro instead.

Create Space Button

Spaces

User Details

User Network

Users

Users in Category

Users in Space

Due to differences between Server/DC and Cloud, these macros become irrelevant after migration. That’s why they aren’t supported and don’t have a workaround.

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Upgrade Refined for Confluence Server/DC to the latest available version. How to upgrade depends on which version you currently use. To check your current version, go to the Confluence Administration > Manage apps.

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Excerpt
nameImport and set up the site on Cloud

  1. Go to your Atlassian instance.

  2. Click Apps > Refined in the navigation menu.

  3. Click the Open Refined button.

  4. Click the Import Server or Data Center site button.

    image-20240626-144940.png

  5. 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. 

  6. 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.

  7. Let us know what kind of site you’re importing.

  8. Upload the file you exported from your Server or Data Center instance. Keep the tab open while the file is uploading.

    image-20240626-144946.png

     

  9. Click the Continue button. It may take up to 2 hours to create your site. You can close the tab and check back later.

    image-20240626-144950.png

     

  10. 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.

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  1. Make sure you have the following installed:

    • Refined Sites 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.

    image-20240626-144958.png

     

  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.

    image-20240626-145005.png

     

  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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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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Step 7. Re-create and apply themes

Themes aren’t migrated and need to be re-created manually using the Theme Editor.

What’s next?

Why not transform your Confluence instance into even more sites users love — you can create an unlimited amount of sites with your Refined Sites for Cloud subscription:

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