Migration guide
Make sure to read the differences between our Server/Data Center and Cloud apps and our preparation guide to get ready for your migration.
Step 1. Migrate JSM to Cloud
Use Atlassian’s Jira Cloud Migration Assistant to migrate your JSM Server/DC instance to Cloud.
Step 2. Install Refined Sites apps on Cloud
Install these apps on your Atlassian Cloud instance:
App | Description |
|---|---|
Refined Sites for Jira Service Management Cloud Required | Required app. |
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 |
|---|---|
Version 1.0.0 - 2.1.10 |
|
Version 3.0.0 - 3.2.x |
|
Version 3.3.0 or newer |
|
Step 4. Export a site with the migration assistant
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.
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 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
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. See the module comparison below.
When you're ready, click Download.
Go to the landing page on your 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 |
|---|---|
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. | |
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 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. | |
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:
Page Tree (if you also have Refined Sites for Confluence Cloud)
News (if you also have Refined Sites for Confluence Cloud)
Pages (if you also have Refined Sites for Confluence Cloud)
Activity Stream (if you also have Refined Sites for Confluence Cloud)
Step 5: Import and set up the site on Cloud
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.
Step 6. Re-create and apply themes
Themes aren’t migrated and need to be re-created manually using the Theme Editor.
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.