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.
Use Atlassian’s Confluence Cloud Migration Assistant to migrate your Confluence Server/DC instance to Cloud.
Install these apps on your Atlassian Cloud instance:
App | Description |
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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. |
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 |
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Version 1.0.0 - 5.1.19 |
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Version 6.0.0 - 7.0.x |
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Version 7.1.x or newer |
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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.
While you follow these steps to migrate the site, don’t make changes to the site and its settings.
If elements on your site such as modules contain links to pages, you can update them in this step. Create rules to update multiple links at a time, or enter new links manually. 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 modules Some modules aren’t available on Cloud. They can be replaced with similar modules:
View permissions on categories and links If your site includes categories or links with manual view permissions, you’ll see a list. You can download the list as .CSV file, to keep it for future reference.
Uncategorized spaces If your site contains uncategorized spaces, you’ll see a list. You can download the list as .CSV file, to keep it for future reference.
Archived spaces If your site contains uncategorized spaces, 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. ![]() |
Type or paste something here to turn it into an excerpt. |
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.
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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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)
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.
Read the post-migration guide which includes best practices and tips for user onboarding.