- Generate Data: Click the Generate button in the navigation bar to create synthetic customer data.
- Upload Data: Use the Upload feature to import real customer datasets (e.g., RVTools). Optionally add CMDB data (CSV or Excel) for the same customer/import to overlay asset metadata (application, owner, business unit, etc.) in the migration planner.
- Customers & Datasets: Select a customer and a specific dataset from the Customers & Datasets section to populate the service pages with relevant data.
- Run Analysis: Click the Analyze button (enabled after selecting a customer and dataset) to perform a comprehensive risk and cost analysis.
- Presenter Controls: Use the Presenters menu to toggle visibility of presenter management sections.
- Change Presenter Functions: Enable/disable the ability to switch presenters globally or per page.
- Add New Presenter: Show/hide the form to add new presenters.
- Manage Presenters: Show/hide the list to edit or delete existing presenters.
- User Settings: Your preferences (Theme, "How to Use" visibility, and Presenter Controls toggles) are automatically saved to your user profile and persist across sessions.
- Theme: Toggle between Light and Dark mode using the sun/moon icon in the navigation bar.
Customers & Datasets
Customer
Data Import
CSV or Excel. Match by host/VM name.
Service Pages
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Presenter
Service