General Settings

To configure general settings, follow these steps:

  1. On the application menu, click Settings.
    The Settings > General page appears.

  2. Configure settings as follows:

    Field

    Description

    Default Profile Selector

    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 User SelectorSpecifies default selector for the user. For example, If you select Email Address as your default selector, instead of username, Email address appears in home, catalog, permission, log, and session page of the erwin Mart Portal.

    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 -1. 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.

    Also, if you intend to use the TLS connection for a Gmail account, ensure that you do the following:

    1. Sign in to your Google account and go to the My Account page.
    2. Next, go to the Sign-in & security settings page and set the Allow less secure apps setting to ON.
    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. This field is disabled if you select the Use TLS Connection check box.

    Enable Device Tracking

    Specifies whether the devices on which you log in to your mart account are tracked and logged. Tracking is enabled by default.

    Enable Harvest Permission

    Indicates that only those erwin ER360metadata harvest jobs are visible to you that you created.

    Clear All Logs

    Clears all logs.

    Clear log with time range

    Clear logs within the selected date range. Select the Start and End dates.

  3. Click Save.

    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 To reset server user's password, select the required users and click and then click Reset. Enter a new password and click Reset.