Migration guide
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Before starting your migration, it’s essential to understand key differences between Cloud and Server/Data Center. Please make sure you’ve read these pages and prepared your instance: apps and our preparation guide to get ready for your migration. |
Migrating Refined for Jira Service Management (JSM) to Cloud involves the following steps:
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Step 1. Migrate JSM to Cloud
Use Atlassian’s Jira Cloud Migration Assistant to migrate your JSM Server/Data Center (DC) instance to Cloud.
Step 2. Install Refined Sites apps on Cloud
Install these apps on your Atlassian Cloud instance:
App | Description |
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Refined Sites for Jira Service Management Cloud Required | Required app. |
Install if you want to integrate Confluence spaces in your Cloud sites, for example to create a help center. |
Step 3. Upgrade Refined for Jira Service Management Server/DC
Upgrade Refined for JSM 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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Don’t make changes to the site and its settings while you follow these steps.
If elements on your site such as modules contain links to pages, you can update them in this step. Create Most links should work as long as you ran the Atlassian migration assistant before using the Refined migration assistant, and didn’t delete or modify the content afterwards. We recommend verifying that all links are valid in their cloud instance. If needed, create rules to update multiple links at a time , or enter new links manually. For instance, check the URL of
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 modulesThe 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.
View permissions on categories and linksIf 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.
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.
Click the Download button to export the site. See step 5 below for instructions on importing and setting up the site on Cloud. |
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Make sure you have the following installed:
Refined Sites 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 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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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.
Layout Editor modules | Page Builder modules |
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Replace the module with a Text module in the layout that you download, or exclude it altogether. In the Text module, you can manually add links to your Confluence Cloud knowledge base. | |
This module is automatically replaced with an Image module with the Navigation Content style. | |
This module is automatically replaced with an Image module with the Navigation Highlight style. | |
Replace the module with a Text module in the layout that you download, or exclude it altogether. In the Text module, you can manually add links to projects that you know are most popular. | |
There is no alternative for this module on Cloud, so it won’t be included in the downloaded layout. If you plan to add another module in its place on Cloud, a placeholder can help you see where the module used to be. |
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Step 5: Import and set up the site on Cloud
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Step 6. Re-create and apply themes
Themes aren’t migrated and need to be re-created manually using the Theme Editor.
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Need more help?
Have a look at the migration FAQ and the demos & other resources page.
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