DMC (Dr Migrate Collector)

Verify the Target Subscription is not of type CSP

The target subscription is where the Dr Migrate solution will be deployed. This is usually the same subscription and resource group as Azure Migrate.

You can check if a your subscription is managed by a CSP using the Azure Resource Graph Explorer. Run the following command:

resourcecontainers
| where type== "microsoft.resources/subscriptions" 
| project subscriptionId, name, properties.subscriptionPolicies.quotaId 

If the target subscription returns a quotaId of “CSP_2015-05-01” or contains the phrase , you will need to request that the Dr Migrate team (support@altra.cloud) make an alternative version of Dr Migrate available.

Create a New Azure Migate Project

Azure Migrate is a mandatory prerequisite for Dr Migrate. You need to create an Azure Migrate project to enable data collection and assessment capabilities.

• An active Azure subscription
• Appropriate permissions to create resources in your Azure subscription
• A resource group where the Azure Migrate project will be deployed

For detailed step-by-step instructions, see the Microsoft Learn documentation.

Create Service Principal

Dr Migrate requires a Service Principal to communicate with Azure Migrate and Power BI.

Service Principal Creation Guidelines:

• SPN Name: It is recommended to name the App Registration “drmigrate-spn”
• Client Secret Creation: Dr Migrate requires a client secret with 12-month expiry recommended

For Microsoft documentation on creating a Service Principal in Entra ID, see here.

Configure SPN Access

Assign your Service Principal the following permissions:

Learn more about how to assign RBAC roles here.

Create a Security Group for the Service Principal

Create a security group to house the Service Principal and assign Power BI permissions:

• Group Name: It is recommended to name the Security Group “drmigrate-powerbi”
• Group Membership: The Service Principal should be added as a member of the security group

To learn more about how to assign access to Entra ID Security Groups, see here.

Audit Azure Policy

When Dr Migrate installs, it deploys Azure resources to a managed Resource Group. These resources may be subject to Azure policy.

To mitigate deployment failures, temporarily exempt policies at the Subscription level that have the following effects:

• Append
• DeployIfNotExists
• Deny
• Modify

To learn how to exempt Azure Policy from resources, see here.

Configure settings in the Power BI tenant

Head to Power BI Admin Portal to configure access to the Power BI settings for the Security Group containing the Service Principal.

From the left-hand side menu select Tenant Settings. You will be presented with a list of options that need to be configured.

Most of these settings need to be enabled. You can either have this at the organizational level or specify the Dr Migrate Security Group.

Configure the following settings:

Workspace settings -> Create workspaces (new workspace experience)

Developer settings -> Service principals can create workspaces, connections, and deployment pipelines

Developer settings -> Embed content in apps

Developer settings -> Service principals to use Fabric APIs

Export and sharing settings -> Export to Excel

Export and sharing settings -> Export to .csv

Export and sharing settings -> Export reports as PowerPoint presentations or PDF documents

Power BI visuals -> Add and use certified visuals only. This setting needs to be configured to the Disabled state.

Power BI visuals -> Allow visuals created using the Power BI SDK.

Required Visuals Instaltion

The Network Navigator visual is required for advanced dependency mapping functionality within this report. To ensure full feature availability for all users, it must be installed into the Organizational Visuals section of Power BI.

1. Download the .pbiviz file from the Network Navigator GitHub repository.

2. As a Fabric Admin, access the Power BI Admin Portal.

3. Navigate to Organizational Visuals.

4. Select Add a custom visual, then choose Upload from file.

5. Browse to the downloaded .pbiviz file and upload it.

6. Once uploaded, the visual will be available for all users in your organization via the Organizational Visuals pane in Power BI.

Gateway Administration

Dr Migrate uses an On-Premises data gateway as part of the solution.

Within the Power BI Admin Center, navigate to “On-Premises data gateways” in the central panel.

Enable the Tenant Administration Settings using the switch on the right-hand side.

Enabling this will show the “Manage Gateway Installers” option.

Ensure that the “Restrict users in your organization from installing gateways” setting is set to Off.

If the restriction is set to “On” it is recommended:

• Turn this setting to “Off” while the Dr Migrate product is installing
• Turn the setting back “On” 60 minutes post installation.