Manage SaaS License

This instruction guides users on how to manage, upgrade, or cancel their Dr Migrate license using the License Information page in the Dr Migrate Portal.

Users can view their current license details, modify their subscription, add billing contacts, and cancel or decommission their Dr Migrate instance through the License Information page.

Responsibilities

  • Admins: Responsible for selecting and managing the appropriate license plan.
  • Billing Contacts: Receive notifications regarding payment and renewal information.

Viewing License Information in Dr Migrate

Access License Information Page

Navigate to the License Information page in the Dr Migrate portal

License Information page navigation

Navigate to the License Information page

Review License Details

Review the displayed details:

License details display

View your license details

Viewing License Information in Dr Migrate Portal

Log in to Dr Migrate Portal

Navigate to the Dr Migrate Portal and log in.

Access License Management

See the License Expiry column and select ‘Manage License’ link in the corresponding Customer Deployment row.

SaaS licenses display

View and manage your SaaS licenses

Navigate to Manage License Page

You’ll be directed to the Manage License page. Carry out your License Management activities on this page.

Changing Your License

Access License Options

Navigate to the License Options on the License Information Page.

License options interface

Access license change options

Select New License Plan

Select the new license plan: - Hibernate Mode – Read-only access. - Standard PAYG – Full features with monthly billing. - Standard Annual – Two months free with upfront billing.

Choose Effective Date

If given the option, choose your effective from date. - Today - At the end of current renewal period - A custom date (must be within 60 days from today)

Confirm Authority

Confirm authority to make changes by checking the agreement box.

Finalize Changes

Click Accept to finalize the change.

Managing Billing Contacts

Review Billing Contacts

In the Billing Contacts section, review the current contact list.

Billing contacts interface

Manage your billing contacts

Edit Existing Contact

To edit a contact, click the Edit button next to their name and update the information.

Remove Contact

To delete a contact, click the Delete button and confirm removal.

Add New Contact

To add a new contact, click Add Contact, enter the details, and save.

Canceling or Decommissioning Your License

Access Customer Subscription Portal

Navigate to Customer Subscription Portal and log in.

Locate Subscription

Find the subscription you want to unsubscribe from in the list of active subscriptions.

Open Subscription Menu

Select the more options menu (burger menu) on the subscription you want to unsubscribe from.

Subscription options menu with burger icon highlighted

Open the subscription options menu

Initiate Unsubscribe Process

Select the unsubscribe option from the menu.

Unsubscribe confirmation dialog with unsubscribe button highlighted

Confirm the unsubscribe action

Confirm Cancellation

Follow any additional prompts to confirm the cancellation of your subscription.