With Refined you can add several sites to one Jira instance. Sites are separate landing pages creating separate areas of your Jira.
When you install or upgrade to Refined 2.0, all your JIRA Service Management (JSM) projects will be contained in the Help Center site. This site is the default one and you can't remove it or disable it. You can add more sites for different purposes.
Sites are added and managed in the Site Builder within the Refined Administration. This is also where you add, remove and organise Refined sites and categories.
Jira Service Management portals
When Jira Service Management is installed in your Jira, there will be a global JSM site and all JSM projects will be added to this one.
Jira projects
Jira projects are manually added to a Refined SiteCreating different Refined sites in your Jira instance lets you provide users with custom ITSM, help and support sites – giving everyone the help they need. For example, you can create one IT help desk that includes your Jira projects related to IT, and one HR help desk that includes your HR-related Jira projects.
Site Builder
The Site Builder is the essence of your Refined site. Here, you can:
Build a site’s structure and navigation.
Create categories.
Apply themes.
Access the Site Builder
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Go to Jira Administration > Manage apps.
Click Refined Configuration > Open Refined Administration.
Access the Site Builder via a Refined site or portal
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Or:
On the Refined site, click the Cogwheel in the top right corner.
Click Site Builder.
Add a site
Go to the Site Builder.
Click the Add site button.
Add the name and the URL path to the site, the URL can be used as a link to the site.
Set the permissions for the site. Note: The permissions determine what users can see the site. If a JSM project is placed on a site, having a URL for a portal the user can see, will show the portal even though the user can't see the site itself. Permissions are based on User Groups, set up User Groups and add your users to these accordingly.
Site logo. The site logo will be shown for this site.
Set the Theme for the site. Leave it empty to use the same theme as on the Help Center site.
If you want the Site Switcher to be shown on this site, make sure this option is checked.
Start site for groups. The start site feature makes it possible to direct users to specific sites when they log in. This setting is based on Jira User Groups and can be used for licensed and unlicensed (JSD customer) users.
Start site for anonymous users. Check this box to make this site the start site for any user that is not logged in.
Drag and drop the JSM projects you want to have on this site.
Add categories. A category allows you to further direct your users and divide your portals, or get you a landing page where you can add information and links.
Using Refined sites with projects from JSM
When you have installed Refined and Jira Service Management, there is always a Global JSM Site. This site is the equivalent to the Help Center of default JSM, which holds all JSM projects. It can have the default JSM look and feel, or you can add a theme to it with Refined.
Globally activated Refined JSM site
Having the Global JSM site themed means that Refined will be applied to every JSM portal. In this example the two JSD portals will be in a Refined Site. Any Jira Service Management project that exist on the site will show up in the Global JSM Site.
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A default Global JSM Site
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In this example, the two JSM portals will be in the default JSM theme and site.
Having Refined not activated globally means that JSM portals in the global site will not be themed, while JSM portals in the other Refined Sites or categories will be themed.
Using Refined sites with projects from Jira Core and Jira Software
When Jira Core and Jira Software are used either independently or together but without Jira Service Desk, there are no Refined Sites when Refined is installed. Any Refined Site has to be manually created.
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Any Jira Core or Jira Software project that you want to add to a Refined site needs to be manually added to the site - this means that you hand-pick which projects go on a Refined site.
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Using Refined sites with projects from Jira Core, Jira Software and JSM
You can add projects of any kind to any site, this is completely up to you. As soon as you have Jira Service Management the Global JSM site will be there, and you can add any project type to that site.
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In this example, there are three categories to further add structure to the Refined site, and there are two JSM portals and two Jira Software projects in the same Refined Site - in this example the Global JSM Site.
Additional sites
Any additional site added to the Site Builder will always have the Refined theme activated.
Creating structure on a Refined site
Every Refined Site has its individual structure and navigation made by adding categories and Jira items to the site. Categories are containers that are added to a site, and can be added in several levels to create subcategories.
Custom links
With version 3.0 you can add custom links, any URL to any place on the internet in your structure. Simply use "Add a link" to add a link to a site or a category.
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Global JSM site and additional Refined sites
Refined is set up a bit differently, depending on which Jira solution(s) you have installed.
When you have installed Refined (version 2.0 and newer) on an instance with Jira Service Management, your Help Center from native JSM is replaced by a Global JSM site. This site can’t be removed and holds all your JSM projects. You can also add projects from Jira Core and/or Jira Software by clicking the + (Plus) icon > Include Jira projects.
Aside form the Global JSM site, you can add as many additional sites as you want by clicking the Add site button in the Site Builder. Drag and drop projects away from the Global JSM site into the additional sites, or add them by clicking the + (Plus) icon > Include Jira projects.
When you have installed Refined on an instance with only Jira Core and/or Jira Software, there is no global site. Create one or more Refined sites by clicking the Add site button in the Site Builder, and add projects to them by clicking the sites' + (Plus) icon > Include Jira projects.
Turn off Refined on the Global JSM site
By default, Refined applies to all sites, including the Global JSM site. If you prefer to keep the default JSM look and feel on the Global JSM site instead, go to the Jira Service Management tab and turn off Activate Refined globally.
Create and set up a site
To create a site, go to the Site Builder > click the Add site button.
Setting | Description |
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Name | Site name. |
URL path | Choose your sites’s URL: ../plugins/servlet/desk/site/url-path |
Start site for groups | Direct users from specific Jira User Groups to this site when they log in. |
Start site for anonymous users | Make this site the default start site for users who are not logged in. |
Navigation
Setting | Description |
|---|---|
Show site switcher | The Site Switcher is an easy way for users to navigate between your Refined sites. |
Main navigation | Determine the style of the category menu. |
Permissions
View permissions determine which users can see the site. Note that users with a URL to a portal that they are allowed to see in JSM will show the portal even though the user can't see the site itself.
Administrator permissions determine who can manage the site.
Theme
Click Change theme to apply a specific theme to this site. Alternatively, click Use default theme to apply the global theme.
Edit a site
Change a site’s settings by clicking its Cogwheel > Edit. You can edit the settings that you made when setting up the site (see the table above), as well as the site logo, favicon and app logo.
Add content and structure
Add categories, links, and Jira projects by clicking a site’s + (Plus) icon, or by simply dragging and dropping them from another location in the Site Builder.
Add structure to your sites by organising your Jira projects into categories and subcategories. Since Refined version 3.0, you can also add custom links in the Site Builder.