Migration guide
- Madzy Soetman
Before starting your migration, it’s essential to understand key differences between Cloud and Server/Data Center. Make sure to read these pages and prepare your instance:
Migrating Refined for Confluence to Cloud involves the following steps. Read on, or watch the step-by-step video.
Step 1. Migrate your Confluence instance
Use Atlassian’s Confluence Cloud Migration Assistant to migrate your Confluence Server/DC instance to Cloud.
Step 2. Install Refined apps on Cloud
Install these apps on your Atlassian Cloud instance:
App | Description |
|---|---|
Required app. | |
Install if you assessed during preparation that you need it to keep using your macros on Cloud. | |
Install if you want to integrate service desks into your Cloud sites. |
Step 3. Upgrade Refined for Confluence Server/DC
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.
Your current version | How to upgrade |
|---|---|
Version 1.0.0 - 5.1.19 |
|
Version 6.0.0 - 7.0.x |
|
Version 7.1.x or newer |
|
Step 4. Export a site with the migration assistant
The migration assistant is only available to Confluence administrators.
Go to the Refined Administration.
Go to the Site Builder tab.
Toggle on Cloud migration mode and click a site’s Cloud button.
Follow the steps in the dialog that opens.
Step 5. Import the site
Go to your Atlassian instance.
Click Apps > Refined in the navigation menu.
Click the Open Refined button.
Click the Import Server or Data Center site button.
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.
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.
Let us know what kind of site you’re importing.
Upload the file you exported from your Server or Data Center instance. Keep the tab open while the file is uploading.
Click the Continue button. It may take up to 2 hours to create your site. You can close the tab and check back later.
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.
Possibility to migrate only single layouts
To get more granular control over the modules, you can always migrate layouts individually, outside of the migration assistant. You can then import these layouts on Cloud, where they are called landing pages.
To migrate a single layout:
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.
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. Scroll down for a module comparison.
When you're ready, click Download.
Go to the landing page on your Refined 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.
Module comparison
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 |
|---|---|
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. | |
Replace the module with an Activity Stream module in the layout that you download, or exclude it altogether. The Activity Stream module is set up with CQL to show the activity of the current user: type=page AND contributor = currentUser() | |
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 Site Navigation module in the layout that you download, or exclude it altogether. The Site Navigation module automatically shows the landing page’s child spaces. To show only specific spaces, exclude the module from the export and add them manually in a Links module as individual items. | |
There is no alternative for these modules on Cloud, so they won’t be included in the downloaded layout. If you plan to add another module instead on Cloud, a placeholder can help you see where the module used to be. Create similar user overviews manually with Image and Text modules. |
Once you’ve migrated the layouts, you can also start using these modules:
Issue Types (if you also have Refined for Jira Service Management Cloud)
Jira Issues (if you also have Refined for Jira Service Management Cloud)
My Requests (if you also have Refined for Jira Service Management Cloud)
Request Types (if you also have Refined for Jira Service Management Cloud)
Section permissions limitation
The permission settings Anonymous, Anyone, and Logged in users only (without user groups specified) are migrated. The setting Logged in users only (with user groups specified) isn’t migrated and needs to be set up manually on Cloud.
Step 6. Set up the site in Refined Sites for Confluence Cloud
Read the post-migration guide which includes best practices and tips for user onboarding.