Migration guide

Owned by Madzy Soetman
Last updated: Aug 06, 2024
8 min read

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:

Migrating Refined for Jira Service Management (JSM) to Cloud involves the following steps:

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

App

Description

Refined Sites for Jira Service Management Cloud

Required

Required app.

Refined Sites for Confluence Cloud
Optional

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.

Your current version

How to upgrade

Your current version

How to upgrade

Version 1.0.0 - 2.1.10

  1. Install version 2.1.10 from Atlassian Marketplace.

  2. Navigate to Refined Configuration and ensure it’s working.

  3. Install version 3.0.0 of Refined for JSM

  4. Follow the instructions for the 3.0.0 upgrade: Version 3.x release notes | Version 3.0 Upgrade instructions

Version 3.0.0 - 3.2.x

  1. Go to the Confluence Administration > Manage apps.

  2. Install version 3.3.0 of Refined for JSM

  3. Follow the instructions for the 3.3.0 upgrade: Version 3.x release notes | Version 3.3 Upgrading instructions

  4. Proceed with the steps below

Version 3.3.0 or newer

  1. Go to the Confluence Administration > Manage apps.

  2. Install the latest version of Refined for Confluence.

Step 4. Export a site with the migration assistant

  1. Go to the Refined Administration.

  2. Go to the Site Builder tab.

  3. Toggle on Cloud migration mode and click a site’s Cloud button.

  4. Follow the steps in the dialog that opens.

 

image-20240626-145439.png

 

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:

  1. 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

  2. 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.

  3. Click the Import/Export button > Download latest published version for use on Cloud.

    image-20240626-145524.png

     

     

  4. 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.

  5. When you're ready, click Download.

     

     

  6. Go to the landing page on your Cloud site where you want to use the layout.

  7. Click the … (three dots) > Edit page to open the Page Builder.

  8. Click the Three lines in the top-left > Export/Import page layout.

  9. Upload the layout.

  10. 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
Server/DC

Page Builder modules
Cloud

Layout Editor modules
Server/DC

Page Builder modules
Cloud

HTML

HTML

Issue Types

Issue Types

Jira Issues

Jira Issues

Knowledge Base

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.

My Requests

My Requests

Navigation Cards

Card

Navigation Image

Image

Navigation Icon

Icon

Navigation Content

This module is automatically replaced with an Image module with the Navigation Content style.

Navigation Highlight

This module is automatically replaced with an Image module with the Navigation Highlight style.

Request Types

Request Types

Rich Text

Text

Search Highlight

Search Highlight

Site Navigation

Site Navigation

Popular Service Projects

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.

Recent Request Types

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.

Once you’ve migrated the layouts, you can also start using these modules:

Step 5: Import and set up the site on Cloud

Step 6. Re-create and apply themes

Themes aren’t migrated and need to be re-created manually using the Theme Editor.

https://www.youtube.com/watch?v=MWJfia6MXVQ

Need more help?

Have a look at the migration FAQ and the demos & other resources page.

And of course don’t hesitate to contact us:

  • Migration assistance. Our support team is always there to help you with questions before, during or after migration.

  • Migration assessment. In a one-on-one meeting, we give personalized advice on how to move and improve your sites.