Dr. Migrate Documentation
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Azure Migrate

Azure Migrate

Before deploying Dr Migrate against an existing Azure Migrate setup, ensure the following prerequisites are in place. This checklist assumes that Azure Migrate has already been deployed and is actively collecting data.

These steps will help ensure a smooth and successful deployment of Dr Migrate Cloud by verifying access, configuration, and service permissions.

Requirement Learn More
✅ A user with needed Entra & Azure permissions. Learn More
✅ Deploy and configure Azure Migrate Project and Appliance. Learn More
✅ Create a Service Principal with a client secret. Learn More
✅ Assign necessary roles to the Service Principal. Learn More
➡️ Sync your Azure Migrate Data. Learn More

Before a Dr Migrate Cloud instance is synced with Azure Migrate, verify the below prerequisites to ensure a smooth deployment.

Permissions Required

Ideally the user performing the following steps should have the Global Administrator role.

If this is not possible, the least privileged approach to deployment requires the following permissions:

  • Application Admin
  • Subscription Owner

More information about least privileged role assignment please see the Microsoft Learn Portal

Azure Migrate Configuration

Azure Migrate is a mandatory prerequisite for Dr Migrate. Successful assessments have Azure Migrate installed, configured and collecting data prior to Dr Migrate deployment.

The type of infrastructure you are collecting data from will require a specific Azure Migrate install and configuration path. Follow the button below for a specific Azure Migrate deployment guide to suite your context.

Azure Migrate Deployment Guides according to target infrastructure:

VMware
Step-by-step guide for setting up Azure Migrate with VMware environments.
VMware
 Hyper-V
Complete guide for configuring Azure Migrate with Hyper-V environments.
Hyper-V
 Physical
Instructions for setting up Azure Migrate with physical servers.
Physical

Deploy and configure Azure Migrate

Dr Migrate leverages the data collection capability of Azure Migrate. Ensure that you have:

  1. Deployed an Azure Migrate Project.
  2. Deployed an Azure Migrate Appliance.
  3. Connected the Azure Migrate Project and Appliance.
  4. Provided all necessary permissions to collect data.

Microsoft has robust and detailed guides on how to deploy and configure Azure Migrate here.

Review Azure Migrate Project Connectivity Method

ℹ️
Dr Migrate Cloud only supports Public Endpoint deployments of Azure Migrate. To use a Private endpoint deployment, consider using Marketplace.

Create Service Principal

Dr Migrate requires a Service Principal be created to allow the Dr Migrate server to communicate with Azure Migrate.

When creating the SPN please observe the following:

  • SPN Name - It is recommended to name the App Registration “drmigrate-spn”. All other settings can be left as default
  • Client Secret Creation - Dr Migrate requires a client secret to be created, it is recommended to set the expiry to 12 months.
ℹ️
Securely store the Client Secret value, as it is only viewable on creation and will be needed during the data sync step.

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

Configure Access

Best practice is to set up the Azure Migrate in a dedicated Resource Group and/or Subscription. This is not a requirement but provides a clear RBAC boundary and reduces Azure Policy conflicts.
ℹ️
Dr Migrate will ingest all Azure Migrate Projects located within the resource group the SPN has permissions to. If you do not wish to have a project ingested, ensure that the Azure Migrate project has been created in a dedicated resource group.

Assign your Service Principal, the following permissions:

Role Scope Requirement
Contributor Subscription or Resource Group where Dr Migrate and Azure Migrate will be located Mandatory
Cost Management Reader Subscription where Azure Migrate is deployed. Optional
ℹ️
If you have an Enterprise Agreement with Microsoft, and would like Dr Migrate to apply your agreed discount when providing TCO costings, the Cost Management Reader role is required

Learn More about how to assign RBAC roles here

⚠️
If your environment is configured to restrict certified visuals, it is mandatory to add the needed visuals to your Organizational Visuals section. Failure to do so will mean some visuals will not function as needed. Please see our guide on enabling Power BI visuals.

Next Steps

After completing the Azure Migrate configuration, you can:

Sync Your Data
Connect your Azure Migrate project and import data into Dr Migrate SaaS.