Manage SaaS License
Overview¶
This guide helps you manage, upgrade, or cancel your Dr Migrate license using the Manage License page in the Dr Migrate Cloud portal (cloud.drmigrate.com).
License and billing are managed in the separate Dr Migrate Cloud portal, not inside the assessment app. The steps below are independent of the in-app navigation.
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.
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.
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.
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.
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