Extensis Portfolio Server 9 for Macintosh

Version 9.1

November 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.

• Installation
• What's new
• Known issues
• Fixed issues
• Contact Extensis

System Requirements

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 Macintosh

• Mac OS X 10.5.7 or higher, including Mac OS X Server 10.5.7 or higher
• 1.6 GHz or faster Intel Core processor**
• 1 GB available system memory
• 500 MB of free hard disk space
• 100 megabit or faster network connection
• Appropriate storage, backup, power management and network bandwidth
• 1024 x 768 or larger display*
• Safari 3.0 or Firefox 3.0 or higher*
• Adobe Reader 8 or higher to read PDF documentation
• Apple QuickTime v7 or higher
• OpenOffice.org 3.1 or higher for support of Office and other document types

* Required on the machine 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 sites for more information:

Java SE 6 release notes and supported configurations: http://java.sun.com/javase/6/webnotes/install/system-configurations.html

Java SE 6 is available on 64-bit, Intel-based Macs only: http://support.apple.com/kb/HT2733

SQL Connect Macintosh

Minimum Hardware Requirements

• 1.6 GHz or faster Intel Core processor
• 1 GB available system memory
• 1 GB available of initial hard drive space for each catalog

MySQL Requirements

• MySQL Database v5.1.x
• MySQL Connector/ODBC v3.51.x

NOTE: Newer database engines and ODBC drivers may function properly, but have not been verified. Use alternate or newer database engines and ODBC drivers at your own risk.

Other Recommendations

• See the Portfolio Administration Guide for detailed recommendations about optimal system setup and configuration.

 

Installing Portfolio Server

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.

Installing Portfolio SQL Connect

Portfolio SQL Connect is automatically installed by the Portfolio Server Installer. Please see the Portfolio Administration Guide for configuration details.

Installed Files 

Files are installed to the directory chosen during installation. The default install locations are:

The following files are installed in addition to those found in the Portfolio application folder.

Previous Versions

It is recommended that you uninstall any earlier version of Portfolio Server before installing Portfolio Server 9

Documentation Note

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.

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.

Fixed in Portfolio 9.1

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	Updated how Portfolio works with Adobe Illustrator files so that files render more quickly.
F	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.
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.
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.

Fixed in Portfolio 9.0.1

ID	Description

A	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

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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 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 is not compatible with PowerPC based Mac OS X computers.
D	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.
E	Level-based user access is no longer supported. Portfolio Clients and NetPublish sites are required to use a catalog-member accounts on Portfolio Server.
F	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.

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