Post-migration best practices and user onboarding
- Madzy Soetman
Welcome to your newly migrated Refined site on Confluence Cloud. Find out the next steps to finalize the site configuration and effectively onboard your users in the cloud environment.
Configure your site
Set up your site in the Refined Administration.
Create and apply themes
Themes aren’t migrated with the migration assistant and need to be re-created manually. Read how it's done or watch our in-depth video guide:
Add your logo
Click sites in the left-hand menu and select your site. In the site structure tab, scroll down to the logos section and add your logos to:
The site header. Users can click it to go to the site’s home page.
Browser tabs and search engines.
Browser bookmarks.
Upgrade your landing pages
Landing pages are the cloud equivalent of space layouts and category homes. Cloud has an updated editing experience compared to server/data center, as well as enhanced customization functionality.
Learn more about page building on cloud
After migration, check all your landing pages to make sure they look and work as intended. Some pages may incur design changes when migrated to Cloud, including those with:
Custom CSS
HTML modules
Cards modules
Add your custom domain
Using a custom domain further aligns your Refined site with your brand, and makes your Refined site easier to access and remember for your end users. You can connect a custom domain of your choice on each Refined site you migrate to cloud.
Learn how to set up a custom domain
Set up site content permissions
Properly configured permissions are crucial for site security and appropriate content access. Here is a rundown of which kind of permission settings you can control on cloud:
Permission type | Let you control |
|---|---|
Who can visit your site. | |
Who can see specific Refined Pages, links and menu folders. | |
Landing pages of Refined pages, Confluence spaces, Jira projects, and JSM projects. | Who can see specific parts of a landing page. |
Confluence and JSM permissions that are more restrictive than your Refined Sites permissions still apply. For example, site visitors can only access a Confluence page on a Refined site that they have access to in native Confluence.
Set up administrator permissions
By default, all your organization's Confluence administrators have global administrator rights in the entire Refined Sites app. You can also give global administrator rights to other users in your organization, by making them Refined Administrators. And on an even more granular level, site administrators can manage a specific Refined site.
Learn more about administrator permissions
Onboard users to the new cloud environment
Refined on cloud doesn’t replace native Atlassian, but functions parallel to it. The launch of your new cloud site offers an opportunity to engage internal and external users alike.
End-users
Due to the parallel setup on cloud, content can be reached through native Confluence and your Refined sites – all of which have their own URL. Make sure that end-users only see your Refined sites, by:
Redirecting your server/data center site URLs to the new Refined sites URLs.
Adding a header banner on native Confluence spaces to guide users to the Refined site.
Only sharing the Refined site URL in your communication, e.g. your website, social media, etc.
When you add a link to one Confluence page on another Confluence page, you don’t need to use the Refined site URL. Internal Confluence links work on your Refined sites and keep users on the Refined site, as long as the page you linked to is in a Confluence page that’s added to the site.
Content creators
The parallel cloud setup also means that the content creation experience is different from server/data center. To prepare your content creators for this new way of working, send them this article and this video:
Additionally, it’s important that content creators understand which macros are supported on Refined sites. They can read this documentation article or watch the following video:
Explore more on cloud
Refined Sites on cloud offers a range of new features.
Promoted search results
Help users find content quicker by recommending pages to them when they search for specific keywords. Promoted search results appear as “Recommended” at the top of the search results.
Learn how to set up promoted search results
Integrate JSM for personalised service points
When you have installed Refined Sites for JSM (which comes with a free trial period for 30 days), you can:
Add JSM portals to your site
Add Request Types modules and My Requests modules to landing pages
Allow users to create JSM requests directly on Confluence pages
Set up more Refined sites
Why not transform your Confluence instance into even more sites users love — you can create an unlimited amount of sites with your Refined Sites for Cloud subscription. Why not build an intranet, help & support site, and a documentation site/knowledge base?
Get started with Refined Sites for Confluence Cloud
Need more help?
Have a look at the FAQ and the Videos, 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.