Version 9.1.2
Thank you for purchasing Extensis Portfolio Server! Portfolio Server makes it easy to organize your files into catalogs that are available across your entire workgroup.
These are the minimum system requirements, and are designed for a small creative workgroup with modest sized files. Your implementation may require a more powerful system.
* Required on the computer that is used to administer the server through the web interface. May be administered remotely.
** While lower-grade processors are supported, it is not recommended for installations serving catalogs with a large number of assets (and AutoSync folders) or supporting more than 5 concurrent client connections. For optimal performance, choose a processor capable of supporting Java 6. See the following site for more information:
Java SE 6 release notes and supported configurations: http://java.sun.com/javase/6/webnotes/install/system-configurations.html
*** 32-bit emulated mode only, under Windows Server 2008 64-bit Edition. (Windows Server 2008 R2 not supported.)
NOTE: Other database engines and ODBC drivers may function properly, but have not been verified. Use alternate database engines and ODBC drivers at your own risk.
See the Portfolio Administration Guide for detailed recommendations about optimal system setup and configuration.
To install Portfolio Server, double click the installer icon and allow the installer to guide you. For complete installation and setup details, see the Portfolio Administration Guide.
Portfolio SQL Connect is automatically installed by the Portfolio Server Installer. Please see the Portfolio Administration Guide for configuration details.
Files are installed to the directory chosen during installation. The default install location is:
<system disk>:\Program Files\Extensis\Portfolio Server 9
Extensis recommends that you uninstall any earlier version of Portfolio Server before installing Portfolio Server 9.
For the most up-to-date product documentation, please visit the Extensis website and download the user guide PDF files. While efforts are made to have documentation parity across all supported languages, it can take time for new content in the English guides to be propagated to localized guides. Download the most current localized material from the website.
An update to the MediaRich Engine that powers Portfolio imaging and conversions improves handling of several file types.
IMPORTANT: If you are using NetMediaMAX, you will need to upgrade to the latest release in order to update the MediaRich Engine on your media server.
Better support for Adobe Illustrator and other files based on Postscript, especially files with embedded bitmap images.
Portfolio will display the preview embedded in the DNG file if it is present, so that any color adjustments applied to the image are displayed properly in the preview.
You should save DNG files with the full-size JPEG preview for fast rendering and best output.
Portfolio has been updated to incorporate version 8.99 of the open source DCRaw library into a plug-in. This version of the library adds support for many newer camera models. For a complete list of supported cameras, see this page.
DCRaw is from Dave Coffin: http://www.cybercom.net/~dcoffin/dcraw/
Portfolio Server 9 is built on a Java-based J2EE server platform that provides increased stability as well as centralized catalog and user management. Portfolio Server features server-side media-processing built on Equilibrium's MediaRich Server platform. This offers consistency and improved performance in demanding workflows.
Portfolio Server hosts and provides administration for the Portfolio Web Client. Administrators can centrally configure the Web Client experience for users, including view and search settings, as well as access to functions like download and file conversion.
The Portfolio Server Admin web application offers remote access for the most common server-administration tasks:
Other features of Portfolio Server 9 include:
The optional Portfolio SQL Connect add-on module now supports the following database servers:
The following reported problems have been fixed for this release of Portfolio Server. The list is intended to cite the most serious fixes known. It is not an exhaustive list of all fixed problems.
| ID | Description |
|---|---|
| A | Addressed an issue where a Web Client user could not search for a keyword that was not in the Master list. |
| B | Addressed an issue where a Windows server would experience apparently random disconnection from a SQL database. |
| C | Addressed an issue with Windows that would not allow some installations of Portfolio Server to start up. (Installer now includes up-to-date runtime components from Microsoft.) |
| D | General improvements in stability and performance, especially in local path resolution. |
| E | Fixed an issue where default HTPP and HTTPS ports (80 and 443) were not handled correctly for ther Server Admin and Web Clients. |
| F | Improved the way events are logged on Windows to avoid a situation where Portfolio Server would stop responding on some systems. |
| G | Addressed an issue where some imaging operations were not logged. This was primarily to assist users in troubleshooting. |
| H | If a login attempt using the Web Client or Server Admin fails, the username field is no longer cleared. |
| TS713 | Improved documentation on how to import a custom SSL certificate. Please see the Portfolio Administration Guide for details. |
| TS715 | Fixed an issue where the server couldn't be configured to allow Web Clients to access catalogs on Port 80. |
| TS747 | Fixed an issue where Portfolio 8.5 catalogs that had German collation were changed to having English collation when they were converted for use with Portfolio 9. |
| 31533 | Addressed an issue in the Web Client where users could rename files using characters that are invalid in Windows filenames. (This was not an issue with Desktop Clients.) |
| 35820 | Fixed an issue where the Microsoft SQL Server host port was not being displayed in the correct field. |
| 36612 | Updated the Web Administrator so that text fields in the Databases tab respect the restrictions placed on them by the host database. |
| 37493, TS689 | Fixed an issue where you couldn't view further than the first page in some multi-page PDF documents. |
| 37934 | Fixed an issue in the Web Client where the login username was not selected when the application loaded. |
| 38691 | Fixed an issue where the user couldn't enter a date earlier than 1900 in a custom field or in search criteria. |
| 38714, 38730 | Fixed an issue where using QuickFind to search for a string that was longer than the allowed length of a custom field returned invalid results. |
| 38758 | Changed the default button when confirming a Revoke Membership request to "Yes." |
| 38768 | Fixed an issue where restarting Portfolio Server when a Web Client was connected would cause the web interface to be inaccessible until the user logged out and logged in again. |
| 38780, TS652 | Portfolio now previews and thumbnails color adjustments present in DNG files, when saved with full-size JPEG previews. |
| 38812, TS692 | Added an alert if a Web Client user changes the .ZIP extension of a file to be downloaded. |
| 38858, TS699 | Fixed an issue where the Web Client would not display a scroll bar in the Description field for a user logged in as Reader or Editor. |
| 38896 | Fixed an issue in the Web Client where searching on certain fields would cause the search term to be cleared when the user clicks the Search button. |
| 38930 | Fixed an issue where creating a placeholder in the Desktop Client, then editing that placeholder from the Web Client caused an unexpected error. |
| 38940, TS705 | Fixed an issue where a large TIFF file copied over a network to an AutoSync folder was catalogued as an "Unreadable Item." |
| 38941, TS707 | Fixed an issue where Custom text fields that allow only a single value selected from a pre-defined list were not visible to Web Client users with Editor or higher access. |
| 38974, 39264, TS706 | Fixed an issue where a Web Client could not upload to Portfolio Server running on 64-bit Windows Server 2008. |
| 38986 | Addressed an issue that would create duplicate records if AutoSync was active and you uploaded a large set of files. (AutoSync would start before the upload was complete.) |
| 39071 | Fixed an issue in the Web Client where the Properties panel did not redraw correctly if you changed the number of items displayed per page then logged out and back in. |
| 39113 | Fixed an issue where Portfolio Server would crash if you open a catalog with the Desktop Client then switch to Admin mode. |
| 39131 | Addressed an issue where cataloging certain types of PostScript files would eventually cause Portfolio Server to stop responding. |
| 39134, 39321 | Updated to latest MediaRich engine to catalog, thumbnail, and preview Illustrator 88 and other older EPS files. |
| 39147, 39155 | Fixed an issue where TIFF files exported using the Web Client were not exported with the specified Platform and Compression settings. |
| 39271, 39272 | Fixed an issue in the Web Client where advanced searches and smart galleries using "exists" or "does not exist" were failing. |
| 39273 | Fixed an issue where the Web Client would present a list of keywords in the Remove Values dialog, instead of allowing the user to type in a keyword to remove. |
| 39274 | Fixed an issue in the Web Client that caused an unexpected error when uploading a large number of files. |
| ID | Description |
|---|---|
| A | Updated the DCRaw filter to support more digital camera Raw formats. |
| B | Under some conditions XMP metadata was extracted to incorrectly. Fixed this issue. |
| C | For some Nikon raw files, the light source was extracted as “unknown." Fixed this issue. |
| D | Fixed an issue that caused some CMYK JPEG files to display an incorrect resolution. |
| E | Fixed an issue that kept Portfolio from rendering some Adobe Illustrator files properly. |
| F | Updated how Portfolio works with Adobe Illustrator files so that files render more quickly. |
| G | Updated PDF reader so that an accurate page count is displayed for all PDFs. |
| 34465 | Previously, when cataloging files with AutoSync and having Portfolio add a keyword of the file name, the file's extensions was omitted. It is now included in the keyword. |
| 37128 | Updated the Portfolio Web Client to provide better user feedback entering data that is out of range in a text entry field. |
| 37314 | Updated the Date and Time entry method for the Portfolio Web Client. |
| 37570 | Fixed an issue with AutoSync that caused placeholder records to be inadvertently removed when the Delete Items option is selected for the When Original is not Found for an Item in the Catalog AutoSync setting. |
| 37743 | Creating a catalog from a saved catalog type does not populate the date/time predefined lists. |
| 37828 | Fixed a display issue with the Web Client that caused some user interface elements to not be displayed when viewed in smaller browser windows. |
| 37829 | Added a link to webhelp to the main login screen for both the Portfolio Web Client and Portfolio Server Admin. |
| 37847 | Fixed an issue that intermittently caused Portfolio to be unable to convert a 7.0.x catalog to version 9 catalog. |
| 37866 | Updated temporary file cleanup. The Portfolio Server/Data/Work folder is now emptied upon server startup. Temp files are also removed when a Web Client user clicks the Clear Completed Jobs button. |
| 37872 | Fixed an issue with compression options when converting, renaming or editing original TIFF files. |
| 37881 | Fixed an issue that caused Portfolio Server to close unexpectedly when cataloging files with long filenames from an AutoSync folder and the the Allow Any File type cataloging option disabled. |
| 37935 | Updated GPS field metadata extraction to extract appropriate data and place it in the correct Portfolio fields. |
| 37952 | Fixed an issue that caused Portfolio to display a single page icon for some multi-page OpenOffice/Office files. |
| 37953 | Fixed an issue that caused some multi-page OpenOffice/Office documents to display only the first page when previewed, and sometimes display the wrong page count for the document. |
| 38049 | Updated the IPTC metadata extraction settings for TIFF files. |
| 38558 | Fixed an issue where the Windows component MSXML4 is required. The installer now deploys this component if it is not located on the server system. |
| ID | Description |
|---|---|
| A | Fixed an issue with the Portfolio Server installer to allow installation on Windows Server 2008 64-bit. |
| B | Fixed an issue in the Server Admin, when creating new catalogs that prevented Catalogs Types from appearing on servers without an Internet connection. |
| 37811 | Fixed an issue that prevented administrators from changing user passwords. |
The following issues are known, but have not yet been addressed in this version of Portfolio. The list is intended to cite the most serious problems known. It is not an exhaustive list of all known problems.
For the most up-to-date information about Portfolio support, please see the following page on the Extensis website: http://www.extensis.com/en/support/psknown.
| ID | Description |
|---|---|
| A | Portfolio Server 9 includes a new server-based, central Media Engine for media processing and cataloging. This means that some file types may produce different results when cataloged, including (for some legacy file types) no thumbnail or preview. Please check the Extensis website for the latest information on file format support. |
| B | As all cataloging and metadata operations are handled server-side, Portfolio Server is required to have access to original files to perform these operations. |
| C | Portfolio Server and Client 9.0 is a true client/server version of the product. Accordingly, many operations which could be done as a single-user version of the application are no longer possible. These include such operations and features as Background Cataloging, the ability for clients to open or create non-served catalogs, ability to publish non-served catalogs to NetPublish and certain user preferences, like QuickFind. The product also includes a full-featured Web Administration interface, so many common administration tasks can no longer be performed by clients. Please review the product documentation for additional information. |
| D | Level-based user access is no longer supported. Portfolio Clients and NetPublish sites are required to use a catalog-member accounts on Portfolio Server. |
| E | Project Sync for Adobe Version Cue CS3, originally introduced with Portfolio Server 8.5, is not included in this release. If you have questions about this module, please contact your Corporate Sales Representative. |
| 39384 | Web clients using Firefox for Windows who connect to a Portfolio Server that uses SSL cannot successfully upload files. Internet Explorer has been confirmed to work properly in this situation, but other Windows web browsers may experience the same issue. Windows web clients may consider using Internet Explorer when they need to upload files, or use an AutoSync folder or the Portfolio Desktop Client to catalog files. (This is the only known issue when using Firefox to connect to Portfolio Server, so if you do not experience this problem there is no need to stop using Firefox with Portfolio.) |
To reach us for technical support or general questions please use the following method:
Web/email: http://www.extensis.com/support/
If you have an annual service agreement, you are entitled to priority support. Please use the contact information on your service agreement.
For customer service please use one of the following methods:
Web/email: http://www.extensis.com/customerservice/
Phone: (800) 796-9798
© 2010 Extensis, a division of Celartem, Inc. This document and the software described in it are copyrighted with all rights reserved.
04/09/2010 DHJ