Admin

Admin Navigation

The Admin section provides access to key administrative functions

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The Admin section enables you to manage users, configure system settings, and maintain your Dr Migrate instance.

Available Features

User Management

The process for logging in and managing users differs for Dr Migrate depending on whether Marketplace or SaaS is in use.

Users with the admin role have the ability to add new users to existing deployments.

Management Options

Login Methods Comparison

Marketplace Login SaaS Login
Access Method Azure Bastion Web Browser
Authentication VM credentials specified during deployment Azure AD B2B with MFA
Prerequisites Azure subscription access with appropriate permissions Email invitation acceptance and MFA setup
URL Access through Azure Portal cloud.drmigrate.com

Add Users

The process for adding users varies depending on your deployment type. Select your deployment type below for specific instructions.

Marketplace Deployment

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Users created within Dr Migrate are granted access to both the web interface and the Dr Migrate Virtual Machine via Bastion.
Prerequisites

The user account created during deployment has the required rights to create new users.

Access User Management

Login to the Dr Migrate admin console and navigate to user management under admin.

![User Management Interface][1]

Configure User Details

Enter the user details and ensure Active and Create Local System User are selected.

Password Requirements:

  • Minimum length: 8 characters
  • At least one uppercase letter
  • At least one lowercase letter
  • At least one digit
  • At least one special character

Select User Role

Choose the appropriate role:

Role Description
Admin Full access including user management
Standard User Can change settings and view reports
Admin Team Leader Can manage users and view reports
MS Assessment Partner Can view reports and manage users
Read Only Can only view reports

Complete Setup

Click Add to create the user. They will be prompted to change their password on first login.

Grant Azure Access

Grant users reader access to the subscription containing Dr Migrate to enable Bastion access.

SaaS Deployment

Prerequisites

You must have an invitation to the Dr Migrate SaaS platform. Contact Altra Support if needed.

Initiate User Addition

Click Add User from the Dr Migrate SaaS Platform

Enter User Email

Provide the email address for the new user

Users must have an active O365 Mailbox for Dr Migrate SaaS login

Configure User Details

For new users:

  • Organization is automatically selected
  • Choose appropriate Access Level
  • Enter user information (First Name, Last Name, Email)
  • Add optional invitation comments

Send Invitation

Click Add to send the invitation email

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Invitation emails come from “Microsoft Invitations” and may appear in Spam/Junk folders.

Logging On

The login process varies depending on your deployment type. Select your deployment type below for specific instructions.

Marketplace Deployment

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Users access Dr Migrate through Azure Bastion using their VM credentials.
Prerequisites
  • Azure subscription access with appropriate permissions
  • VM credentials provided by your administrator

Access Azure Portal

  1. Log in to the Azure Portal
  2. Navigate to your Dr Migrate VM
  3. Select “Connect” and choose “Bastion”

Connect to VM

  1. Enter your VM credentials
  2. Click “Connect”

Access Dr Migrate

  1. Open your web browser
  2. Navigate to the Dr Migrate web interface
  3. Log in with your credentials

SaaS Deployment

Prerequisites
  • Email invitation from Dr Migrate
  • Active O365 Mailbox
  • MFA setup completed

Accept Invitation

  1. Open the invitation email
  2. Click the invitation link
  3. Complete the authentication process

First-Time Login

  1. Navigate to cloud.drmigrate.com
  2. Click “Sign in”
  3. Use your O365 credentials
  4. Complete MFA if prompted

Subsequent Logins

  1. Navigate to cloud.drmigrate.com
  2. Click “Sign in”
  3. Use your O365 credentials
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If you haven’t received an invitation email, check your Spam/Junk folder or contact your administrator.

Patching

Patching Interface

Auto-Patching Configuration Interface

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Recommendation: Keep Auto-Patching enabled to ensure you receive the latest version of Dr Migrate, maintaining optimal performance, security, and compatibility.

Environment Settings

Environment Settings

Environment Configuration Interface

Environment Settings allow you to define and manage the environments used within your organization, enabling granular workload analysis.

Adding Environments

Open Environment Creation

Click Add New Environment to open the configuration modal

Define Environment

  • Enter a descriptive name (e.g., “Development”, “Staging”)
  • Select environment type:
    • Isolated Environment: For environments requiring isolation
    • Normal: For standard environments
  • Set active status using the toggle

Save Configuration

Click Save to create the new environment

Service Principal

During the lifecycle of your Dr Migrate instance, the Service Principal Secret that controls communication with Azure Migrate will expire. This is due to the lifecycle controls that are chosen during prerequisites.

When your SPN Secret expires, it affects several key elements of Dr Migrate, such as report generation and data sync, and as such should be refreshed to ensure that your Azure Migrate project stays connected.

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Service Principal secret updates are only required for Marketplace deployments. SPN’s for SaaS deployments are managed by Altra.

Required Permissions

  • Application Admin
  • Dr Migrate Admin

Update Service Principal Secret

Locate Service Principal

Open Azure Portal Navigate to your existing Service Principal

Azure Portal showing the Service Principal overview page with App Registration details

Locate your Service Principal

Access Secrets

Select Certificates and Secrets from the left menu

Certificates and Secrets management page showing existing secrets and the option to create new ones

Access Certificates and Secrets

Create New Secret

Click “New client secret” Name the secret “drmigrate-secret” Set expiry to 6 months (recommended)

New client secret creation form with fields for secret name and expiry date

Create new client secret

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For detailed Service Principal setup instructions, refer to the Marketplace Prerequisites

Access Dr Migrate Admin

Log into Dr Migrate Navigate to the Admin section

Update SPN Secret

Locate the Service Principal section Enter the new secret value

Dr Migrate Admin interface showing the Service Principal secret update form

Update SPN Secret in Dr Migrate

Complete Update

  1. Click the Update button
  2. Wait for the reconnection process to complete

Data Reload

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Data Reload allows manual re-synchronization with Azure Migrate when needed.

When to Use Data Reload

  • After resolving data collection issues
  • For periodic data refresh
  • During troubleshooting of data inconsistencies

Initiate Reload

Click Reload Azure Migrate Discovery Data

Dr Migrate Admin interface showing the Data Reload section with the reload button

Data Reload interface in Dr Migrate Admin

Wait for Completion

Process takes 1-2 hours depending on data size

Verify Data

Check that new data appears correctly