Quick Navigation Cheat Sheet

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Overview

This cheat sheet provides quick reference for navigating the Dr Migrate platform efficiently. Use this guide to quickly locate tools, features, and understand the platform workflow without needing to explore each section in detail.

Platform Login Methods

Dr Migrate offers two primary access methods depending on your deployment type:

Azure Marketplace Login

When to use: Customers who deployed Dr Migrate through Azure Marketplace
Access method: Sign in using your Azure AD credentials
Access control: Your Azure subscription and permissions control platform access

SaaS Login

When to use: Customers with a hosted Dr Migrate instance
Access method: Login via credentials set during onboarding
Access control: Direct access without requiring Azure infrastructure

Top-Level Navigation (The Six Chevrons)

The platform navigation reflects the complete migration planning workflow. Each chevron represents a critical phase in your migration journey:

Platform Layout & Top-Level Navigation

Dr Migrate is built around a top-level navigation bar that reflects the migration planning workflow. Each chevron represents a critical phase in your migration journey, with dropdown menus providing access to specific tools and features.

📊 Insights

View real-time dashboards, analytics, and exportable reports. Access 100+ interactive dashboards to analyze your infrastructure, costs, and modernization opportunities.

⚙️ Setup

Prepare your data for planning by validating collection health and configuring TCO assumptions. Set Azure pricing, on-premises benchmarks, and organizational defaults.

📦 Inventory

Map servers to applications using CMDB Assistant or manual uploads. Establish logical groupings and validate your application portfolio structure.

🎯 Goals

Define strategic intent—whether the business wants to rehost, modernize lightly, or undergo a full transformation. Set migration priorities and constraints.

📋 Planning

Assign application-level strategies, 6R treatments, assess migration complexity, and build wave groups. Use AI assistance for automated recommendations.

🚀 Migrate

Connect to Azure Migrate for move execution, dependency insights, and move group syncing. Execute your planned migration strategy.

Activity Tracker Progress States

When you log in, you’ll land on the Dashboard with the Activity Tracker providing visual project progress:

ℹ️

Locked 🔒: Prerequisites not yet complete - these tasks cannot be started until dependency requirements are met

To-Do ⭕: Ready for action - all prerequisites satisfied and task can be initiated

Completed ✅: Signed-off and done - task finished and validated

AI-Powered Assistants Quick Reference

Dr Migrate includes AI-powered Assistants that speed up repetitive or complex tasks. All processing is performed locally, ensuring data security.

CMDB Assistant

Uses machine learning to group servers into application workloads automatically, reducing manual mapping effort.

Migration Goals Assistant

Determines the best migration approach based on business input and strategic objectives.

Modernisation Targets Assistant

Suggests appropriate Azure services based on preferred modernization level and application characteristics.

6R Assistant

Assigns 6R treatments based on goals, strategies, and technical constraints automatically.

Application Sizing Assistant

Calculates migration effort and complexity based on application characteristics and dependencies.

Wave Planning Assistant

Groups applications into waves using sizing, affinity, and strategy considerations.

Important: All assistants produce editable outputs. They guide—not dictate—the migration plan, allowing you to review and adjust recommendations based on your specific requirements.

Navigation Glossary – Where to Find Things

Use this reference section to locate tools and actions across the platform, organized by common task categories:

Costing & TCO

Task	Location
Change Azure pricing assumptions	Setup → TCO → Azure Settings
Update on-prem cost estimates	Setup → TCO → On-Prem Benchmark
View current vs future cost models	Insights → Cost Analysis Dashboard
Export TCO comparisons	Insights → Downloads tab

Inventory & Applications

Task	Location
Auto-map servers to applications	Inventory → CMDB Assistant
Bulk upload app mappings	Inventory → Applications (Import)
Manually edit mappings	Inventory → Applications
Review application status	Insights → Advanced Dashboard

Workflow Progress

Task	Location
Check completion status	Dashboard → Activity Tracker
Sign off a workflow step	Each chevron → top-right Sign-Off
View audit log (if enabled)	Setup → Admin

Dashboards & Reports

Task	Location
Access dashboards	Insights
Download reports	Insights → Rapid Insights
View stakeholder summaries	Insights → Executive Report tab

Platform Administration

Task	Location
Manage users	Setup → Admin
Change org-wide defaults	Setup → Settings

Sign-Offs & Task Completion

Each chevron includes a Sign-Off control (typically found in the top-right corner of most pages). This feature enables you to mark stages as complete and progress through the workflow systematically.

Sign-Off Process

Mark Stage Complete: Use the sign-off control to indicate that a workflow stage has been finished to your satisfaction.
Unlock Downstream Tasks: Signing off automatically unlocks the next dependent tasks in the Activity Tracker.
Reflect in Reports: Completion status is reflected in reports and dashboards, providing stakeholder visibility.

Key Benefits: Sign-offs are non-destructive—you can always go back and make changes even after marking a stage complete. This flexibility supports iterative planning and continuous refinement.

Quick Tips for Efficient Navigation

Keyboard Shortcuts

Use Ctrl+F (or Cmd+F on Mac) to search within any page
Use browser bookmarks for frequently accessed sections
Use browser tabs to keep multiple sections open simultaneously

Best Practices

Start with Dashboard: Always check the Activity Tracker first to understand your current progress
Use the Glossary: Reference the navigation tables above when you need to find specific features
Leverage AI Assistants: Don’t hesitate to use the AI assistants to speed up repetitive tasks
Sign Off Regularly: Mark stages complete as you finish them to unlock downstream tasks
Export Reports: Use the Insights section to generate and download reports for stakeholders

Common Workflows

For New Projects:

Setup → Configure TCO assumptions
Inventory → Map applications to servers
Goals → Define migration strategy
Planning → Assign treatments and build waves
Migrate → Execute migration plan

For Ongoing Projects:

Dashboard → Check Activity Tracker status
Insights → Generate progress reports
Planning → Adjust strategies as needed
Migrate → Monitor execution progress

ℹ️

For additional support or specific questions about navigation, please contact our support team or refer to the documentation home page.