Custom Tags

Custom tags let you attach additional contextual metadata, such as ownership or business unit, to applications and servers to enrich your Digital Report.

Each tag has a Tag Key (the category, e.g. App Owner, Business Unit) and a Tag Value (the specific detail, e.g. Jason Smith). An unlimited number of Tag Keys can be created, however there are a number of pre-defined application tag keys, review the Common Custom Tags for a reference list.

Tags are set at either the Application or Server level, and can only be applied to resources already discovered in Dr Migrate.

Exporting the tag template¶

Editing the Tag Export¶

Once downloaded, you can open the file in Microsoft Excel, you should make any edits, and save this file.

Filling out the Tag Export¶

The following illustration should be used while using the Bulk Tag template. When you download the template, you will automatically see what has been entered by Dr. Migrate so far.

The Tag Key for the first set of applications you see below is App Owner, and the Tag Value is Jason Smith.

It demonstrates that the app is owned by Jason Smith, the app owner. You will be able to filter by App Owners in Dr Migrate once this template has been uploaded.

Important Notes When Editing Tags¶

Complete Tag Replacement: When you upload a tag export, all existing tags are replaced with the tags in your uploaded file. This means: - Tags not included in your upload will be removed - Tags in your upload will replace any existing tags with the same Tag Key - Ensure your export file contains all tags you want to keep, not just new ones

Duplicate Handling: If the same application or server has multiple rows with the same Tag Key, only the first occurrence will be used. Subsequent duplicates will be automatically removed during processing.

Empty Values: Rows with any empty cells will be automatically removed during upload. Ensure all columns (Tag Level, Application/Server Name, Tag Key, and Tag Value) have values for each row.

Server Name Matching: Server names are matched case-insensitively. The casing of server names in your template does not need to match exactly what appears in Dr. Migrate.

Unmatched Items: Applications or servers that don't exist in your Dr. Migrate environment will be silently skipped. Tags for these items will not be applied. Ensure all applications and servers referenced in your template have been discovered in Dr. Migrate.

Existing Tags: If a tag already exists for an application or server (same Tag Key), it will be updated with the new Tag Value. If it's a new tag, it will be added.

Uploading the Custom Tag Export¶

MarketplaceSaaS

Marketplace¶

Access File Management¶

File Management can be found under Data Sources, on the left hand side.

Upload file to Dr Migrate Storage¶

Please ensure that the file does not have any sensitivity labels or information protection rules applied to it. These restrictions affect the reading of the file.

Access the Secure Upload to Storage Account tab of File Management

You should first upload your completed tag export to a secure file storage solution, such as Azure Blob storage, and generate a secure sharing link for Dr Migrate to use.

Click here to learn more about using Azure Blob Storage to upload files ↗, and create SAS tokens ↗.

Simply create a SaS link for your uploaded file, and paste it into the provided area, provide a filename, and click submit.

Download Tag Export to Dr Migrate VM¶

Click the Browse Files section and click the download button. Your Dr. Migrate files can be downloaded to Dr Migrate VM, and will be available in the downloads folder

Import Custom Tags¶

Please ensure that the file does not have any sensitivity labels or information protection rules applied to it. These restrictions affect the reading of the file.

Select the custom tag file, from the Downloads folder, and click submit.

Depending on the size of the estate, this make take between 1-15 minutes, you will receive a notification once the process in complete.

SaaS¶

Navigate to Data Sources¶

Navigate to Data Sources and select Bulk Tag Upload.

Upload the Updated Tag Template¶

Upload the updated Tag Template.

Viewing Custom Tags¶

After uploading, and report refresh the data will then be processed by Dr. Migrate. They are viewable in both the Inventory chevron, under Advanced Filters, and the Advanced Digital Report.

Common Custom Tags¶

While any Tag/Value pair can be used as a custom tag, there are a number of common tags that can be used to define attributes of VM's and Applications.