Configuring erwin Mart Portal

The next step after installing erwin Mart Portal is to configure using either of the two ways:

To use the same database that you have used for the r9.0.0 Mart (or any earlier release of r9 series Mart), upgrade your mart. Refer to the Upgrading Mart topic before proceeding.

To configure erwin Mart Portal, follow these steps:

  1. On the Windows Start menu, click erwin > Configure Mart Portal.

  2. Configure database settings.
  3. Configure mart portal settings.
  4. Configure advanced settings.
  5. Configure authentication settings.
  6. Configure proxy settings (only applicable to erwin ER360).
  7. Click Test to validate the configuration.
  8. On successful validation, click Configure.

Configuring Database Settings

On the Database tab, configure the following settings:

Field Description Additional Information
Database Connection Method Specifies whether the mart connects to an on-premise database or to a database via a JDBC connection string.  

JDBC Connection String

Specifies the JDBC connection string to connect to a database

This option is available only when the Database Connection Type is set to Custom JDBC URL.
Database Specifies the mart database provider

Available options are:

  • Oracle

  • PostgreSQL

  • SQL Server
Port No Specifies the port number of the database server  
Server Name Specifies the name of the database server where you have installed the Mart database. For example, suppose that you are using SQL Server as the Mart database. Enter the name of the computer where SQL Server is installed.  
Database Name Specifies the database to which the mart must connect

If you are installing the Mart for the first time, use a new database. Do not use an existing database.

If you are upgrading the Mart from any earlier release of r9 series to the latest release, use the corresponding Mart database.

For an Oracle mart, ensure that appropriate permissions for a materialized view are assigned to the installer role (GRANT CREATE MATERIALIZED VIEW TO MMINSTALL;). For more information, refer to the Creating Oracle Database topic.
Instance Name Specifies the name of the database instance This option is enabled only when the Database is set to SQLServer.

Username

 Specifies the user name to connect to the Mart database

This username must be is authenticated by the Mart database.

Windows authentication (User Name field) is not supported for connecting to the Mart database from the Configure Mart Portal window. Ensure that the user is server authenticated.
Password Specifies the password to connect to the Mart database  
Enable SSL/Wallet

Specifies whether SSL or Wallet (in case of Oracle database) is enabled

  
Location Specifies the location of the wallet file This option is enabled only when you select the Enable SSL/Wallet check box.
Password (For SSL/Wallet) Specifies the password that you set for the wallet This option is enabled only when you select the Enable SSL/Wallet check box.

Download Hostinfo

Downloads the host machine's information for erwin ER360 offline license.

This feature downloads the following information in the JSON format.

  • OS Name

  • OS Version

  • Time Zone

  • System Locale

  • IP

  • System Type

  • NIC

  • Host Name

  • MAC

  • Input Locale

The erwin licensing team uses this information to configure an offline license for erwin ER360. For more information on offline licenses, contact license support.

Configuring erwin Mart Portal Settings

The Mart Portal tab specifies application settings.

On the Mart Portal tab, configure the following settings:

Field

Description

Additional Information
Server Name

Specifies the name of the computer where the Web Server is present. For example, if you are using Tomcat, enter the name of the computer where Tomcat is installed.

Default: localhost

  
Port Number

Specifies the port number on which the Web Server is running.

You can now configure erwin Mart Portal on any port except 18172, 18174, and 18176 (These ports are used as proxy ports.).

If you use SSO, ensure that you configure the correct port number here according to your SSO configuration.
Secure Sockets Layer (SSL) Enabled Specifies whether you want to connect to the Mart through a secured connection (SSL) Using a self-signed SSL certificate may result in an error about certificate authority while connecting to erwin Mart. In that case, click OK to continue connecting to erwin Mart
SSL Certificate Specifies the location of SSL certificate file

This option is enabled only when the Secure Sockets Layer (SSL) Enabled option is selected.

The certificate is available at C:\Program Files\erwin\Mart Portal\Apache\myerwin.mart.crt.
SSL Key Specifies the location of the SSL Key file

This option is enabled only when the Secure Sockets Layer (SSL) Enabled option is selected.

The key is available at C:\Program Files\erwin\Mart Portal\Apache\myerwin.mart.key.
Account Lockout Duration (in seconds) Specifies the duration (in seconds) for which an account should be locked whenever an incorrect password is entered five consecutive times By default, it is set to five minutes (300 seconds). At the most, you can set it to 30 days (2592000 seconds).

Configuring Advanced Settings

The Advanced tab specifies mart upgrade settings.

In case of failures in upgrade, before you rerun the upgrade, on the Advanced tab, configure the following settings:

Field

Description

Additional Information
Rerun Count Upgrade Specifies that the model count upgrade should run while running the Mart database upgrade  
Rerun Report Upgrade Specifies that the report upgrade should run while running the Mart database upgrade.  
Rerun Report Upgrade For All Models Specifies that the report upgrade should run for all models while running the Mart database upgrade  

Is GitHub Enterprise

Specifies whether your GitHUb account is an enterprise account

 
Database Initial Size

Specifies the initial mart database size in MB

By default, this is set to 8 MB

  
Database Max Size

Specifies the maximum size the mart database can take in MB

By default, this is set to 64 MB

  
Rest API Token Lifetime(in seconds)

Specifies the duration (in seconds) for which your REST API token will be valid

By default, this is set to 14400 seconds (four hours)

  
Ensure that the Mart database has the following:
  • m9reportUpgrade and m9ReportListData tables
  • m9Catalog table with entcnt, attcnt, relcnt, and countblob columns

To upgrade, follow these steps:

Click Configure.

The Mart Portal Upgrade dialog box appears.

Click Yes.

The MartUpgrade screen for count upgrade appears.

Once the count upgrade process is complete, the ReportExport screen appears.

This screen does not appear when you upgrade from 2020 R1 Mart to higher versions.

On completion of report export process, the upgrade process is complete.

Configuring Authentication Settings

The Authentication tab specifies user account authentication settings. The available settings differ based on the selected authentication method.

The authentication methods and settings that you configure here are applicable to erwin ER360 as well.

On the Authentication tab, configure the following settings:

Authentication Method

Field

Description

Additional Information
Server   Specifies that authentication is server-based  
Active Directory Details Domain Controller Name

Specifies the fully qualified name of the Active Directory Server (Domain Controller). Enter the name in the following format:

LDAP://server/distinguished-name
Example: ldap://mktgna:3268/dc=abc, dc=com

Here, mktgna is the server name. You can provide either the name of the server or the IP address. 3268 is the port number to which the server listens.

dc=abc, dc=com is the distinguished-name. The distinguished name is the full path of the object.

If you do not know the Domain Controller Name, use the Nltest command or contact your System Administrator.

Domain\Username

 Specifies the domain name and user name in the <domain name>/<user name> format  
Domain Password Specifies the password of the domain user  
Azure AD (OAuth2) Tenant Id  Specifies your Azure AD environment properties for connection

 

Configure these settings based on your provider and the protocol.

For more information on configuring AzureAD OAuth on Microsoft , refer to the AzureAD OAuth topic.

 
Graph Scope
Client Id
Client Uri

Client Secret

SAML

(SAML 2.0)

Metadata XML method

 

Specifies your SAML environment properties for connection

erwin Mart Portal is certified for SAML with:

You can also use any other SAML supported identity provider.

To use any of these identity providers, ensure that you do the following:

- On the Mart Portal tab, set up Secure Sockets Layer (SSL), SSL Certificate, and SSL Key.

- On the Authentication tab, click Download SP Metadata and upload the metadata XML file to your provider's portal. Then, configure these settings based on your provider and the protocol.

MetaData XML

Group Attribute Name

User Email Attribute Name

Download SP Metadata

Downloads the service provider metadata file that is required for your SSO setup

Based on your configuration here, the available options to add users in erwin Mart Portal change.

Configuring Proxy Settings

The Proxy Settings tab is applicable only to erwin ER360 and specifies proxy server settings.

On the Proxy Settings tab, configure the following settings:

Field Description Additional Information

Enable Proxy

Specifies that a proxy server should be used for erwin ER360configuration

 
Proxy server address (DNS/IP Address) Specifies the proxy server's address, either DNS or an IP address  

Proxy server port number

Specifies the port number on the proxy server that you want to use

  
Proxy username Specifies the proxy server credentials  
Port password  

To configure erwin Mart Portal via CLI, open command line interface and run following commands, for example, for PostgreSQL:

>cd C:\Program Files\erwin\Mart Portal\MartUpgrade
>SET PATH = %JRE_HOME%\bin
>java -jar ./MartConfiguration.jar configure
--conntype=ON-PREM
--dbname=test
--dbport=5432
--dbpwd=postgres
--dbserver=localhost
--dbssl=false
--dbtype=POSTGRESQL
--dbuser=postgres
--dbschemaname=public
--walletlocation=
--walletpwd=
--adminport=8081
--iisport=80
--locktime=300
--martappname=MartServer
--martserverhost=localhost
--martuseiis=false
--martusessl=true
--sslfilelocation="C:\Program Files\erwin\Mart Portal\Apache\myerwin.mart.crt"
--sslkeyfilelocation="C:\Program Files\erwin\Mart Portal\Apache\myerwin.mart.key"
--authorizationType=LDAP
--dcname="ldap://10.250.28.4:389/DC=quest,DC=com"
--domainuser=quest\sysadm
--domainpwd=Erwin12345

For example, to configure erwin Mart Portal with PostgreSQL database, follow these steps:

  1. Open command line interface and navigate to C:\Program Files\erwin\Mart Portal\MartUpgrade.

  2. Run the following command:

    java -jar ./MartConfiguration.jar configure --conntype=ON-PREM --dbname=26feb --dbport=5432 
    --dbpwd=admin --dbschemaname=public --dbserver=localhost --dbssl=false 
    --dbtype=POSTGRESQL --dbuser=postgres --walletlocation= --walletpwd= 
    --adminport=8443 --iisport=80 --locktime=300 --martappname=MartServer 
    --martserverhost=localhost --martuseiis=false --martusessl=true 
    --sslfilelocation="C:\Program Files\erwin\Mart Portal\Apache\myerwin.mart.crt" 
    --sslkeyfilelocation="C:\Program Files\erwin\Mart Portal\Apache\myerwin.mart.key" 
    --authorizationType=SERVER

    Once done, this configuration in updated in configuration file, MartConfiguration.properties, located at C:\ProgramData\erwin\Mart Portal. It is also available on the erwin Mart Portal Configuration screen.

For the full list of commands, refer to the erwin Mart Portal Configuration- CLI Commands topic.