Starting the Management Portal

You can start the Management Portal in the following ways:

On Microsoft Windows platforms, click Management Portal on the InterSystems IRIS launcher menu.
In a browser, access the following URL, using the <baseURL> for your instance:
```
https:<baseURL>/csp/sys/UtilHome.csp
```

For information about the Management Portal, see Management Portal Overview.

Depending on the authentication settings for your system, you may have to log in before going to the Portal home page. See Management Portal Login Page for an overview of login requirements. In addition, each functional area requires access to particular resources; see Management Portal Web Application Structure.

Important:

Microsoft Windows 2003 Users Trusted Site Security Setting — The first time you visit the Management Portal, you may receive a warning about the web site being blocked. When prompted, add the site to the trusted sites zone. InterSystems also recommends you allow session cookies for Portal procedures to function properly.

Management Portal Login Page

Whether or not you must enter a username and password to use the Portal depends on the authentication settings of the Management Portal web application (/csp/sys). There are two conditions:

Unauthenticated Access Only

Neither requires nor accepts a username and password — If the Portal accepts only unauthenticated connections (the default setting for Minimal security installs), you do not require a username and password to access the Portal; you bypass the Login page when you use the methods in the previous section to start the Portal. If navigation does bring you to the login page (by clicking Logout, for example), you see the following message:

Please click here to log in.

Authenticated Access

Requires a username and password — If your security settings require authentication for the Management Portal web application and you are not already authenticated on the system, the login page displays asking you to enter a User Name and Password. After entering these fields, click Login to display the Management Portal home page.

Note:

To change your password, click your name in the Management Portal Header, which displays the change password dialog box.

Important:

You can look up the Authentication allowed settings on the Web Applications page (System Administration > Security > Applications > Web Applications) by clicking Edit in the /csp/sys application row.

Management Portal Web Application Structure

The main Portal web application is /csp/sys. To provide enforcement of privileges within the Management Portal, the Portal is further split into distinct web applications. The Management Portal itself is not responsible for preventing non-privileged users from performing actions; this is handled by the system API methods that the Portal calls. The Portal does, however, attempt to keep non-privileged users out of restricted pages to prevent <PROTECT> errors.

There are four types of user for the Portal, which roughly correspond to predefined resources within InterSystems IRIS:

User Type	Resource	Web Application	Tasks
Security Manager	%Admin_Secure	/csp/sys/sec	View and edit list of users, roles, and other security tasks.
Manager	%Admin_Manage	/csp/sys/mgr	Change system configuration and define backup sets.
Operator	%Admin_Operate	/csp/sys/op	View system status pages and perform backups.
Explorer (public user)	%Development	/csp/sys/exp	View home page, view classes, routines, and globals, and use SQL pages, provided the user has access to the appropriate resources.

Management Portal Overview