Extensis Portfolio Desktop Client 9
for Microsoft Windows
Version 9.0
Release Notes
June 2009

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.

Extensis Portfolio

System Requirements
  • Windows XP SP3 or Vista SP1 (32 bit only)
  • 1.6 GHz or faster processor
  • 1 GB of available system RAM
  • 500MB of available hard disk space
  • 1024 x 768 or larger display
  • 100 megabit or faster network connection
  • Apple QuickTime 7 or higher
  • Adobe Reader 8 or higher
  • Microsoft Internet Explorer 7, Firefox 3 or higher for HTML documentation
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 9

The following files are installed in addition to those found in the Portfolio application folder.
\Documents and Settings\All Users\Application Data\Extensis\Portfolio 9\Netpublish\...
\Documents and Settings\All Users\Start Menu\Programs\Extensis\Portfolio 9\...
\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 9

The Portfolio 9 Desktop Client includes a number of new features that will help speed up your workflow, and make it easier to use the entire Portfolio product line.

Portfolio 9.0 administration has been simplified in this release. This is due to the centralization of all media-processing on the server, as well as the removal of the most complex administration tasks.

The following improvements have been made to the Desktop Client:

  • The Portfolio Desktop Client launches more quickly. Catalogs open more quickly.
  • Improved support for Digital Camera RAW files. (Visit the Extensis website for the latest supported formats.)
  • Improved Microsoft office support, including new support for Microsoft Office Open XML formats.
  • Ability to embed XMP and IPTC fields into all supported formats. (Visit the Extensis web site for the latest supported formats.)
  • Improvements to Metadata Settings, allowing access to a wider-array of embeddable metadata types.

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.

For the most up-to-date information about Portfolio support, please see the following page on the Extensis website:


ID Description
A Portfolio Server 9.0 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 filetypes) 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 the 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.

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/

 © 2009 Extensis, a division of Celartem, Inc. This document and the software described in it are copyrighted with all rights reserved.

06/16/2008 JK