Setup

Overview

The Setup section lays the foundation for your entire migration journey. Accurate TCO settings and healthy data are prerequisites for reliable assessments, cost projections and migration insights. Spend a few minutes here to avoid compounding errors later.

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Why complete setup? Proper configuration ensures your financial assumptions and source data are correct before you start planning. Inaccurate cost models or missing data will compromise recommendations and reports.

Configuration Tasks and Diagnostics

Data Health

The Health Check tool helps you verify data quality, identify missing information and troubleshoot issues. Fixing data problems up front improves assessment accuracy and reduces time spent chasing errors later.

Start here first: resolving data health issues improves assessment accuracy and reduces troubleshooting later.

Run Health Check

Navigate to the Health Check section

Review Results

Analyze the health check findings

Address Issues

Follow recommendations to resolve any identified problems

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For detailed information about data health checks and troubleshooting, see the Data Health Guide.

TCO Configuration

The TCO Configuration allows you to customize cost assumptions, set regional pricing, define discount rates and configure currency settings. These parameters drive every financial report generated by Dr Migrate.

Don’t skip this: review and update TCO settings to reflect your actual cost models and currency before generating reports. Default settings may not match your organisation’s discounts or pricing agreements.

Access TCO Settings

Navigate to the TCO Configuration section

Review Current Settings

Check your existing TCO configuration

Make Adjustments

Update settings as needed for accurate reporting

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Ensure your TCO settings are configured correctly before generating financial reports to maintain accuracy in cost projections.
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For detailed information about TCO settings and configuration, see the TCO Configuration Guide.