Quick Navigation Cheat Sheet
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.
View real-time dashboards, analytics, and exportable reports. Access 100+ interactive dashboards to analyze your infrastructure, costs, and modernization opportunities.
Prepare your data for planning by validating collection health and configuring TCO assumptions. Set Azure pricing, on-premises benchmarks, and organizational defaults.
Map servers to applications using CMDB Assistant or manual uploads. Establish logical groupings and validate your application portfolio structure.
Define strategic intent: whether the business wants to rehost, modernize lightly, or undergo a full transformation. Set migration priorities and constraints.
Assign application-level strategies, 6R treatments, assess migration complexity, and build wave groups. Use AI assistance for automated recommendations.
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:
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.
Uses machine learning to group servers into application workloads automatically, reducing manual mapping effort.
Determines the best migration approach based on business input and strategic objectives.
Suggests appropriate Azure services based on preferred modernization level and application characteristics.
Assigns 6R treatments based on goals, strategies, and technical constraints automatically.
Calculates migration effort and complexity based on application characteristics and dependencies.
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: 1. Setup → Configure TCO assumptions 2. Inventory → Map applications to servers 3. Goals → Define migration strategy 4. Planning → Assign treatments and build waves 5. Migrate → Execute migration plan
For Ongoing Projects: 1. Dashboard → Check Activity Tracker status 2. Insights → Generate progress reports 3. Planning → Adjust strategies as needed 4. Migrate → Monitor execution progress
For additional support or specific questions about navigation, please contact our support team or refer to the documentation home page.