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This guide shows you how to transfer Refined settings and configurations. If you’re looking for a guide for full migration from Server to Data Center, click here. |
When transferring Refined settings and configurations from one Confluence server to another, some parts need to be manually synced between the two environments, and some can be exported and imported.
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Because of the way that Confluence is built and how databases index its content
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, you’ll need to complete some manual steps to transfer Refined’s settings and configurations. We advise using two browser windows side by side
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: one
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with the test/staging environment and one
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with the
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production environment.
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Refined Administration settings
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For each tab in the Refined Administration
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Jira
Confluence
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, manually copy the settings from your test or staging environment to your production environment.
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Themes
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Go to your test or staging environment and
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Jira
Confluence
Active themes are marked in the Theme Gallery with a label, hovering or clicking the label will show you where the theme is applied in the Site Builder. The theme will be downloaded.
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export all active themes. Import the themes in your production environment
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Jira
Confluence
Select the file you downloaded in the previous step and upload it.
3. Site Builder
Depending on the size of your site, this may be where you will spend most time. Due to technical reasons, it is currently not possible to export and import any site builder which means you will have to manually recreate what you have.
3.1 Site settings
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Start by entering the sites you have, it may be that you only have the one marked
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Edit each site by going to the settings cog and clicking edit. ⚠️ Note that there are several expandable areas in the settings.
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. How to export/import themes.
Site Builder
In both the test/staging environment and the production environment, head to the Refined Administration > the Site Builder tab.
Create new sites in the production environment to match the test/staging environment.
Manually recreate all settings of each site: click each site’s Cogwheel > Edit site to see the settings. You might need to expand certain items to see all settings. Note that the additional sites to the global one will inherit the settings of the global one, unless changes have been specifically made to the site.
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Jira
Confluence
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The global site gets
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its settings from the main configuration in Refined.
3.2 Site building
When your sites are added, add your items to each site whether this is a category, a JSD portal, a Jira project or a link.
For each item in your site, edit the item by hovering over it > clicking the settings cog > edit. ⚠️ Note that there are several expandable areas in the settings.
Jira
Confluence
Also add in any category users you may have set up for a category.
When your site building is done, you can start with your layouts.
4. Layouts
Every layout that you have edited in your site can be exported from the layout. As you have your site building done, each item exists in your site. Go through and export your layouts.
Go to the first layout you wish to edit and use the pen in the top right corner to edit it.
Jira
Confluence
In the layout, click the Import/Export button. A file will be downloaded. Please note that the last published version is downloaded: drafts will be discarded.
In your production environment, use the same path to edit the layout, click Import/Export and upload your file. Publish the layout and it is now transferred from one environment to the other.
Jira
Confluence
Repeat the steps for each layout in your site builder.
5. Footer - Jira
If you have made changes to the footer, this too can be exported and imported as a layout.
Footer edit in Jira
6. Footer - Confluence
In Confluence, the footer works differently and will need to be manually copied. Please note that there is one global footer and then each site can have an edited footer too.
Global site footer in Confluence
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Additional site footer
Go via Site Builder > Use the settings cog on each site to edit > Scroll down:
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Add and set up the categories and links for each site in the production environment.
Connect users to categories in the production environment, if you have done this in the test/staging environment.
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Site home and category home layouts
Go to your test or staging sites and export all layouts. Import the layouts in your production environment. How to export/import layouts.
Footer
Manually recreate the footer in the production environment.