Extensis Portfolio 8.5 for Microsoft Windows
Version 8.5.1
Release Notes
January 2008

Thank you for purchasing Extensis Portfolio 8.5! Portfolio puts your files at your fingertips. With lightning fast access to all of your files, no matter where they live, you will never waste time hunting for an important file. Portfolio makes it easy to organize your files into catalogs that can be shared across your workgroup or be extended to the web making distribution a breeze.

Extensis Portfolio 8.5

Installation notes
System Requirements
  • Windows 2000 SP4, Windows XP SP2 or Vista
  • 1GHz or faster processor
  • 256 MB of available RAM
  • 500MB of available hard disk space (additional space may be required for database and asset storage)
  • 1024 x 768 or larger display
  • Network interface for server connection
  • QuickTime 7 or higher
  • Web browser
  • Adobe Reader 5 or higher
  • Microsoft Office 2003 SP2 or higher for text indexing and thumbnailing of Office file types. Systems that are not used to catalog Office files can still view and search Office files even if Office is not installed.
  • To support DVD burning it is recommended that IMAPIv2 be installed on Windows XP
Installing Portfolio
To install Portfolio, double click the installer icon and allow the installer to guide you.

Files are installed to the directory chosen during installation. The default install locations are:
  <system disk>:\Program Files\Extensis\Portfolio 8.5

The following files are installed in addition to those found in the Portfolio application folder.
\Documents and Settings\All Users\Application Data\Extensis\Portfolio 8\Netpublish\...
\Documents and Settings\All Users\Start Menu\Programs\Extensis\Portfolio 8.5\...
\Documents and Settings\All Users\Start Menu\Programs\Startup\Portfolio Express
\Windows\System32\msxml3.dll     (if missing)
\Windows\System32\msxml3r.dll     (if missing)
Windows\System32\msxml3a.dll     (in some cases)
Windows\System32\msxmlx.cat     (in some cases)
Windows\System32\msxmlx.inf     (in some cases)

What's new in Portfolio 8.5.1

Save Catalog Types

Portfolio can now save Catalog Types, using the current catalog's settings.

Collect for Output improvements

When collecting files for output, Portfolio checks for any missing original files before collecting the files. If there are any missing files, Portfolio only warns you once before proceeding. At the end of the collection process, any missing files are displayed in a scratchpad gallery so that you are able to locate the original files.

Improved XMP metadata support

Portfolio has been updated to use the Adobe® XMP Toolkit v4.1.1, offering improvements for both extracting and embedding XMP metadata.

Support for new digital camera Raw formats

The newly supported camera Raw formats include:

  • Canon EOS-1Ds Mark III
  • Canon EOS 40D
  • Canon PowerShot G9
  • Nikon D3
  • Nikon D300
  • Olympus E-3
  • Sony DSLR-A700

What's new in Portfolio 8.5

Catalog types

When creating a new catalog, Portfolio now allows you to configure a catalog from a number of preconfigured settings.

Default field values

When adding new items to a catalog, you can now determine that if no other value is chosen or extracted, specific fields will always start with a default setting.

Presets Palette

This palette allows you to assign a number of properties simply by clicking assign or dragging a preset onto the item. This includes mass updating keywords, description and custom field values.

Microsoft Windows Vista compatibility

Adobe Illustrator and InDesign CS3 file format compatibility

Improved EPS and PDF file-format support

Support for new digital camera Raw formats

The newly supported camera Raw formats include the following:
  1. Canon 1D Mark III
  2. Nikon D40x
  3. Olympus E-410
  4. Olympus E-510
  5. Olympus SP550Uz
  6. Fuji S5 Pro
  7. Panasonic Fz8

Fixed issues
The following reported problems have been fixed for this release of Portfolio. The list is intended to cite the most serious fixes known. It is not an exhaustive list of all fixed problems.

Fixed in Portfolio 8.5.1

ID Description
A The Collect feature was updated to provide a more clean and consistent workflow with fewer prompts for missing items. Missing originals are now added to a new ScratchPad gallery, so they can be reviewed.
12036 For large PDF files, document text indexing will now index all of the text in the PDF.
15283 The Create Web Pages command can use Portfolio preview files as a source for a website. This command now properly displays the Portfolio preview files as JPG files, when previously they were erroneously displayed with the source file extension.
23800 Fixed a display issue that occurred when resizing the Item Properties dialog box.
24759 Fixed an issue where a Reader or Editor level user attempting to delete a Scratchpad Gallery would cause a dialog to erroneously appear that asks if they want to delete the gallery.
28189 Portfolio can now batch convert TIFF files that are compressed using LZW compression.
30225 When using the collect command to create a new catalog from a served Portfolio catalog, any custom view settings are now retained in the new catalog.


The batch conversion process was modified so that XMP metadata is retained during the conversion process.
30512 The Burn to Disc tool can now burn to DVD media in Windows Vista.

Fixed an issue that would not allow discs containing more than 665 megabytes to be burned with the Burn to Disc command.

30749 Portfolio can now batch convert TIFF files that use JPEG compression.
30774 Fixed an issue that caused some malformed PDF files to not be able to be cataloged by Portfolio.
30918 Fixed and issue that caused the help files to not display properly with the Japanese Portfolio client.
30984 Fixed an issue that caused Portfolio to close unexpectedly when adding files that are already in the process of being cataloged by Portfolio.
30993 You can now add items to a gallery even while they are still in the process of being cataloged.
30999 Fixed and issue that caused images to not be cataloged if the image needed to be rotated.
31001 Fixed an issue with case-sensitivity that allowed duplicate master keywords to be entered.
31002 Fixed an issue with images that had been automatically rotated in-camera that caused Portfolio to close unexpectedly.
31013 Fixed an issue that was preventing the batch conversion of 24 and 32 bit TIFF files.
31087 Fixed an issue that caused a long delay when previewing and item, and then opening the Item Properties dialog box .
31096 Fixed a display issue when scrolling through very large SQL catalogs. 
31236 When the Portfolio Express palette loses the connection to a served catalog, items are no longer displayed as if they were deleted from the catalog.
31270 Portfolio can now catalog and create previews of TIFF files saved in LAB Color format.
31302 When changing the name of a foldersync folder, any custom sort information is now retained.
310328 Portfolio now extracts XMP metadata from Photoshop 7 EPS files.
31347 When Portfolio encounters a missing item when collecting images, clicking Cancel skips only that image, and continues with the collection process.
31761 Portfolio can now extract IPTC metadata from files saved from Photoshop 7.0.
31788 Fixed a display issue in the Item Properties dialog that occurred when viewing the properties of multiple items.

Fixed in Portfolio 8.5

ID Description
A Addressed various issues relating to the extraction of XMP and IPTC metadata.
B Fixed an issue where Portfolio was not able to fully-catalog certain EPS and PDF documents on Windows. The files were labeled as partially-cataloged and no thumbnail or preview were generated.
C Addressed various user interface issues. This includes the scrolling behavior, states and positions for buttons and other elements.
5716 Fixed an issue where when copying an item from one catalog to another you would not result in a preview file being generated in the destination catalog.
The volume name when burning a disc with Portfolio can now be longer than 16 characters.
8108 When searching across multiple catalogs, and with items that have the same catalog ID, the correct preview images are now displayed.
22662 Fixed an issue where fields were limited to 50 characters when importing predefined lists.
25065 Addressed an issue that caused NetPublish to close unexpectedly when clicking Publish without a NetPublish template selected.
25302 Addressed an issue that caused Portfolio to close unexpectedly when using the Create Web Pages command in a Level-based catalog.
Portfolio can now catalog 32-bit TIFF files.
26790 Fixed an issue that caused Portfolio to close unexpectedly when moving subfolders from one AutoSync folder to another.
28136 Fixed an issue that caused Portfolio to close unexpectedly while connecting to a server.
28158 Fixed an issue that caused Portfolio to close unexpectedly when duplicating sets in the Import Field Values dialog box.
Fixed an issue that caused the Portfolio client to close unexpectedly when renaming custom fields in a served catalog.
Portfolio can now preview .MEF camera Raw files.
29667 Fixed an issue that caused some fields to be ignored when creating an archive catalog from a served catalog using the Collect command with a Portfolio Windows client.
29669 The Portfolio client will now open catalogs that contain a large number of smart galleries much more quickly.

Known issues
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.

ID Description
A Removed support for Adobe Illustrator 8 and older .AI files on Mac. Illustration 8 files will show thumbnails but will not preview, while Illustrator 7 & older files are no longer readable by Portfolio.
B The following Kodak Raw file types are no longer supported under Intel-based systems:  720x, 760c, 760m, ProBack, ProBack Plus, 645c, 645h, 645m. These cameras are still supported for PowerPC-based systems. 
C Portfolio cannot generate thumbnails and previews for SWF files if the user's system has QuickTime version 7.3 or higher or installed.
32066 When administering a NetPublish Server on slower PCs, running Windows Vista, some dialogs will appear behind the current window.
20307 Smart Galleries will be empty when they are collected if they were created from disk folders. This behavior is correct although potentially confusing to new users.
20553 If you delete an item from within a Slide Show that resides in a local FolderSync folder. Portfolio does not show the folder as out of sync in the Disk Folder pane.
20721 FolderSync will continuously attempt to add items to the catalog that cannot be thumbnailed if the options, "Continuously Watch" and "When to Sync" are set to "When changes are found" and the advanced cataloging option, "Ignore files without thumbnails" is chosen.
21202 If a FolderSync folder was hidden during the time that you set it to sync, the folder will remain out of sync. To get the folder back in sync, click the Sync button.
22444 On Windows, cataloging items can be slower than expected if the destination gallery is in view. Cataloging will be over twice as fast if you first switch the view to Last Cataloged and then catalog new items.
22764 If you move a Disk Folder and then try to view its subfolder's subfolder, Portfolio will unexpectedly close.
22782 In the Metadata Properties Settings dialog, you cannot choose the Description item from the Catalog Field Pane popup menu.
22879 If you delete a gallery while cataloging is in progress, Portfolio may unexpectedly close. To complete the cataloging process, choose to either regenerate or update the catalog.
23313 EPS files that are CMYK images are almost always recognized by Portfolio as RGB images.
23543 On a Windows XP system, if you try to open a second instance of Portfolio while logged on as a different user, this second instance of Portfolio may unexpectedly close while being launched. This problem occurs only if both instances are trying to access the same locally served Portfolio catalog which references a local Disk Folder.
24459 The custom sort for an AutoSync Disk Folder are not retained if you use the Folders pane to either move or copy the folder into another folder or subfolder that are located on the same disk drive.
24911 If a gallery already has a custom sort order, you cannot replace that sort order with another custom one.
24976 Some preexisting field settings are changed after you change the name of a Custom Field. In this case, the QuickFind preference, Gallery Sort setting, and Slideshow Display Field setting become unchecked, the Gallery Sort setting reverts to Unsorted, and the Cataloging Fields metadata option loses its field assignment.
24989 Cataloging large files that have long filenames may not be successful. These files will appear in the All Items gallery and a red dot will appear on the thumbnails. To catalog these files, significantly reduce the length of the filename.
25005 Once a custom sort is applied to an AutoSync folder, you cannot apply another custom sort to it. When you reopen the catalog, the original custom sort is applied to the AutoSync folder.
30206 Due to an issue in QuickTime, preview files for 32 bit RGB PSD files are not properly generated.
30246 When cataloging some very old EPS 1.2 files with a Microsoft Windows-based Portfolio Server or client can result in the cataloged item not having a thumbnail or associated preview.
30378 When embedding metadata into the "XMP - Marked" field, the only valid variables are 0,1,True and False. Using any other variable will cause Adobe Photoshop to display an error when opening the file.
30474 When creating a new catalog in Microsoft Vista, the location of the low-resolution preview files cannot be anywhere within the Program Files directory. To use low-resolution preview files in Vista, choose Catalog > Administration and from the Previews tab enter a new preview file folder location.
30507 Upon first launch, Portfolio may take 10-15 seconds to open. Subsequent launches take only 3 or 4 seconds to open.

Contacting Extensis
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/

 © 2008 Extensis, a division of Celartem, Inc. This document and the software described in it are copyrighted with all rights reserved.

1/15/2008 DK