Configuring erwin Mart Portal

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.
Authentication	Specifies whether user authentication is done via database or Windows authentication	This option is enabled only when the Database is set to SQLServer. Windows authentication works only for on premises SQL Server database.
Schema Name	Specifies the database schema that you want to use for mart	This option is enabled only when the Database is set to POSTGRESQL. By default, it is set to use public schema.
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 Mart Portal Settings

The Mart Portal tab specifies the erwin Mart Portal 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.   If you select the Secure Sockets Layer (SSL) Enabled check box, Port Number is set to 443 by default.
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)

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 for erwin Mart Portal and erwin ER360. The available settings differ based on the selected authentication method. Also, the type of users you can add to erwin Mart Portal differs based on the selected authentication method. For more information on adding users, refer to the Manage Users topic.

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 Title	Specifies the title of domain to be used in the AD list	You can add up to 10 domains to the list. Enter domain information and click Add Domain. As a best practice, add only those domains that you use in mart. Do not add all your domains.
	Domain Base	Specifies comma separated domain base specification for search. For example, CN=Users,DC=erwin,DC=com   Here, cn-users,dc=erwin, dc=com is the distinguished-name. The distinguished name is the full path of the object.
	Domain Server Name	Specifies server name or the IP address of the server
	Domain Server Port	Specifies the port number to which the server listens
	Domain user name	Specifies the domain name and user name in the <domain name>/<user name> format
	Domain user password	Specifies the password of the domain user
	Use SSL	Specifies whether you want to connect to the Mart through a secured connection (SSL)
	Save password	Specifies whether you want to save domain user password
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: AzureAD PingIdentity Okta WSO2 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.