Manage SaaS License

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How To

Manage SaaS License

Overview

This guide helps you manage, upgrade, or cancel your Dr Migrate license using the License Information page in the Express Portal.

Who is this for: Admins and Billing Contacts. Time to complete: ~5–10 minutes.

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

Prerequisites

Dr Migrate portal access (Admin or Billing Contact)
Authority to make subscription changes

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

Log in to Dr Migrate Portal

Navigate to the Dr Migrate Portal and log in.

Navigate to Manage License Page

Navigate to the Manage License page for the corresponding Customer Deployment.

Review License Information

Review current and renewal license details under License Information.

License Information display — View your license details

Changing Your License

Access Renewal License Options

Navigate to the Renewal License Options at the bottom of the Manage License page.

Select New License Plan

Select the new license plan:

Hibernate (Monthly PAYG) – Read-only access.
Standard (Monthly PAYG) – Full features with monthly billing.
Standard (Fixed Annual) – Full features, two (2) months free with upfront billing.

Confirm License Change

A new window will pop up for you to confirm your choice.

Change license confirmation window — Confirm your license change

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 and Terms

Confirm you have authority to change your license and agree to the terms and conditions by ticking the checkbox(es).

Submit License Change

Click Submit to request the plan change.

You will need to complete the activation process, if you have not already done so. This is required for continued access to your instance and to set up billing through the Microsoft Azure Marketplace. Your license period will not be extended for any time lost due to delayed activation / lack of access.

If you purchased your licence through an Altra partner: contact them directly for pricing, updates on your request and billing.

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 Your License

Navigate to License Information

Navigate to your License Information in the Manage License page, and click Cancel your license.

License Information with cancel option — Access cancellation option

Confirm Cancellation

To confirm license cancellation, review the information about data retention and renewal dates, ensure the confirmation checkbox is checked, then click Apply to finalize the cancellation.

The license will remain active until the end of your current term (see your Renewal Date), after which your data will be permanently deleted within 30 days.

Validate results

Updated plan appears on License Information
Billing contacts reflect recent edits
Cancellation shows a scheduled end-of-term status

Troubleshooting

Missing Manage License link: ensure you are an Admin or Billing Contact
Changes not applied: refresh and verify permissions, then retry
Cancellation not visible: verify the correct Customer Deployment row was selected

Next steps

If decommissioning: remove Marketplace deployment in Remove Dr Migrate
Review billing contacts regularly to keep access current