Log In to erwin Mart Portal and Configure Settings

After the Mart is initialized, the user who initialized must log in first. When you log in for the first time, configure it according to your requirements. You can configure the following settings:

  • Default profile for the model creator
  • Default selector for user
  • Email notification
  • Device tracking

To log in to mart, follow these steps:

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

    The log in page appears.

  2. Enter the credentials with which you initialized the mart and log in.

    If you enter an incorrect password five consecutive times, your account will be locked for five minutes (300 seconds) by default. To change the default lock out time, refer to the Change Default Account Lockout Duration section.

  3. On the application menu, click .
  4. Complete the following fields:
    Default profile for model creator

    Specifies the profile that is assigned to a user on a model. This profile is assigned whenever a user creates a model and saves it to Mart for the first time. The user inherits the permissions of the default profile selected here on the model that is saved. For example, suppose that User1 is assigned with Modeler profile and the System Administrator selects Architect as the default profile for model creator. If User1 creates Model1 and saves it to Mart, for Model1, User1 inherits the permissions of Architect. Now, suppose that the System Administrator selects Viewer as the default profile for model creator, and suppose that User1 creates Model2 and saves it to Mart. For Model2, User1 inherits the permissions of Viewer.

    Default Selector for User

    Specifies whether the default display selector for users is username, email address, or both. Based on the settings here, users' username and/or email is displayed in the Permissions module.

    Use SMTP Settings

    Specifies whether SMTP settings are configured for email notification through the application.

    SMTP host name

    Specifies the name of the SMTP host. Enter the name in the mail.domain.com format. Notification emails are sent from this server.

    Port number

    Specifies the port number of the SMTP server. The default port number is 25. If your company is using an alternate port number for the mail server, specify that port number.

    Authenticate

    Specifies whether transactions with the SMTP server are authenticated. Select the check box to authenticate.

    Use TLS Connection

    Specifies whether transactions with the SMTP server use a Transport layer Security (TLS). If you intend to use a TLS connection, ensure that the User name and Administrator email correspond to each other.

    Select this option only if you want to use a TLS connection.

    Username

    Specifies the user name to authenticate the SMTP server. Select the Authenticate check box to enable authentication.

    Password

    Specifies the password to authenticate the SMTP server. Select the Authenticate check box to enable authentication.

    Administrator email

    Specifies the email ID of the Mart administrator. Notifications to Mart users are sent from this ID.

    No-reply email from

    Specifies the email ID from which administrative emails such as the password reset email are sent.

    Enable Device Tracking

    Specifies whether the devices on which you log in to your mart account are tracked and logged.

  5. Click Submit.

    Mart options are configured.

If SMTP server is not configured, an Administrator can reset a user's password manually via the Users Page. On the Users page, select a user and click . Enter a new password and click Submit.

Ensure that you log in to Mart Portal through the localhost. You cannot log in from the remote machine.

To log in, from the Windows Start menu, click erwin > erwin Mart Portal .

To log in as a Windows-authenticated user, follow these steps:

This procedure describes how to enable a Windows-authenticated user log in to a Mart that is already initialized. Use this procedure if the Mart is initialized with either a server user or a Windows-authenticated user.

  1. In erwin Mart Portal configuration, on the Authentication tab, ensure that you have provided Active Directory details.
  2. While adding users, search and add the required user corresponding to the necessary Windows user.

    Now, the Windows-authenticated user can log in to erwin Mart Portal by providing the user name in the <domain name>/<user name> format.

    A local Windows user who does not belong to an Active Directory group cannot log in to the Mart as a Windows user.