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You can create as many sites as you want. What content can you split out into multiple sites?
You can add a space to as many sites as you want. What content can be relevant to include on multiple sites?
It’s easy to combine both JSM portals and Confluence spaces into one Refined site, if you get both Refined Sites for Confluence Cloud and Refined Sites for Jira Service Management Cloud. Could this improve your workflow and your site’s user experience? It opens up many new ways of using Refined Sites, including:
Building an intranet that features Confluence pages and blogs, as well as JSM portals. For example, this makes it easy for users to explore the company’s employee handbook and directly contact HR if they have any questions.
Creating an external-facing help site that features not just Confluence spaces, but also help desks. This way, users can create support requests if they can’t find what they are looking for.
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Step 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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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.When you’re ready
Step 6. Prepare for migrating your Refined macros
The Refined Sites for Confluence Cloud app doesn’t come bundled with Refined macros like the Server/DC app does. This is due to the technical differences between Confluence Server/DC and Confluence Cloud. Macros are instead available in our app Refined Toolkit for Confluence Cloud.
This means that you if you use Refined Sites macros on Server/DC, you need to install Refined Toolkit on your Cloud instance. If you don’t, the migrated macros will show as Unknown macro on your Cloud pages. Depending on which macros you use, you may need to take additional steps or apply workarounds to secure that your macros will work as intended. How this preparation looks depends on your specific setup. The following guide helps you assess how to proceed in your situation.
Step 6a. Check if you’re using any Refined Sites macros
Go to General Configuration.
In the left-hand menu, find the Administration heading and click Macro usage.
Do you see macros listed for the apps Refined Sites for Confluence and Refined Toolkit for Confluence?
No > You aren’t using Refined Sites macros, so you can move on to step 5 of this preparation guide.
Yes > Follow steps 4b-4d.
Step 6b. Note down which Refined Sites macros you use
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 |
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rw-activity-stream recently-updated-dashboard-category | |
rw-divbox divbox. | |
rw-space-news space-news | |
rw-spaces-in-categories spaces-in-category |
Step 6c. See which actions to take for each Refined Sites macro
Consult the tables below to see what will happen to your macros after migration and decide which actions to take. In most cases you can prevent issues by installing our app Refined Toolkit for Confluence Cloud. Note that macros on Cloud might look and work a bit differently - click the links to read the documentation.
This table shows which Refined for Confluence Server/DC macros you can keep using if you get Refined Toolkit on Cloud.
Refined Sites for Confluence Server/DC | Refined Toolkit for |
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This table shows which Refined Toolkit for Confluence Server/DC macros you can keep using if you get Refined Toolkit on Cloud.
Refined Toolkit for Confluence Server/DC | Refined Toolkit for |
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Turns into a Child Pages macro with the cards display mode. | |
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This table shows Refined for Confluence Server/DC macros that aren’t supported in Cloud – neither by Refined Sites nor by Refined Toolkit. Where applicable, we suggest workarounds for your setup.
Refined for Confluence Server/DC | Workaround for Cloud |
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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. | |
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. | |
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. | |
Use Confluence’s Livesearch macro. | |
Use Refined Toolkit’s News macro instead. | |
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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To make sure that your macros work as expected, we recommend to install Refined Toolkit for Confluence Cloud before migrating. |
Step 6d. Un-nest macros to prepare for the new Confluence editor
When you migrate to Cloud, you edit your pages in Confluence Cloud’s legacy editor. This editor is similar to the one you're used to from Server/DC. While Atlassian recommends you to convert your pages to the new editor, this may pose problems with some of your migrated macros.
On Server/DC it is possible to nest macros which contain content within one another. These are called bodied macros. This is essential to the functioning of some macros: for example, you place content in a Step macro within a Step Container macro.
Due to a Confluence Cloud limitation, it is not possible to nest bodied macros in the new editor on Cloud. So when you convert a page with a nested bodied macro from the legacy editor to the new editor, the macro becomes uneditable.
To prevent this, we recommend un-nesting bodied macro content before migrating:
Go to General Configuration.
In the left-hand menu, find the Administration heading and click Macro usage.
In the overview, look for the apps Refined Sites for Confluence and Refined Toolkit for Confluence.
Click these macros to see on which pages they are located:
Expand Container (contains Expand macros, which contain bodied content)
Tab Container (contains Tab macros, which contain bodied content)
Step Container (contains Step macros, which contain bodied content)
Take out the content out of each macro and paste it directly on the page. You can re-create the setup after migration, using the Cloud equivalents of these macros.
If you have many nested macros, it’s understandable that you might not have the time to un-nest them all before your migration. In that case, a temporary solution is to migrate as-is, stay in the legacy editor at first, and gradually convert pages to the new editor as needed:
On the published page, copy the content from the macros.
Go into editing mode and convert the page to the new editor.
In the new editor, paste the content back in where the macro used to be.
We're aware that neither option is ideal, and we're in contact with Atlassian to solve this. Note that we do recommend you to move to the new editor over time, despite the hassle of manual work. Although migrated macros usually show on the legacy editor pages at first (if you have Refined Toolkit installed), they may still break eventually if Atlassian makes changes to the legacy editor.
If this issues affects you, please vote or comment on this ticket.
When you’re fully prepared, get started with our migration guide.