Extensis Portfolio Server 8.1
Thank you for purchasing Extensis Portfolio Server! This version of Portfolio Server adds new functionality as well as ensures the maximum level of compatibility with modern operating systems.
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.
Portfolio Server Windows
MyODBC 3.51.11, 3.51.12
Portfolio Server Macintosh
Extensis Universal Application binary for Portfolio Server 8.1 on Intel-based systems. Both of these drivers are available directly from Extensis Priority Support. For support contact information, see Annual Service Agreement (ASA).
Use newer or alternate ODBC drivers at your own risk.
Installing Portfolio Server
To install Portfolio Server, double click the installer icon and allow the installer to guide you.
The Portfolio Server application has no interface itself; access to Server features is handled through the Portfolio client application software. On Windows, you must be logged in with Administrative privileges to effectively install Portfolio Server. On Windows 2000 and Server 2003, the account that is running the Portfolio Server service must be logged in with Power User or Administrative privileges on the local machine. This is required so that Portfolio clients can access and administer Portfolio Server. If you are using a harware or software firewall, you will need to open port 2903 for Portfolio Server communication.
For complete installation and setup details, see the Portfolio Server User Guide that came in the box, and is also located on your product CD.
Installing Portfolio SQL Connect
Portfolio SQL Connect is automatically installed by the Portfolio Server Installer. Please see the Portfolio Server User Guide for configuration details.
Files are installed to the directory chosen during installation. The default install locations are:
Windows - <system disk>:\Program Files\Extensis\Portfolio Server 8.
Mac - <system Applications folder>/Extensis Portfolio Server 8.
The following files are installed in addition to those found in thePortfolio application folder.
It is recommended that you uninstall any earlier version of Portfolio Server before installing Portfolio Server 8
Many user-requested enhancements have been included in this version of Portfolio Server. The following categories describe the most important of these.
Universal application This release of Portfolio Server 8 is a universal application able to run on both PowerPC and Intel based systems.
AutoSync Upgrades — Saved cataloging options presets can now be applied to specific AutoSync folders. This allows you to customize how files are cataloged in each folder. For example, one folder could be used to catalog all items for Project A, while another is used for Project B. Each project may need specific keywords and custom fields, and with Portfolio Server, specific cataloging options presets can be created to fill the needs of each folder and project.
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.
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.
To reach us for technical support or general questions please use the following method:
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:Phone:(800)796-9798
© 2006 Extensis, a division of Celartem, Inc. This document and the software described in it are copyrighted with all rights reserved.