License Administrator

Be sure to have the Extensis account information (email address and password) for your Portfolio License Administrator. You need this information to activate Portfolio. See Licensing Portfolio.

Server hardware

Make sure the system you will install Portfolio on meets the hardware and operating system requirements. See System requirements.

Prerequisite software

Make sure your Portfolio system has the .NET 3.5 and 4.5 Frameworks (Windows) and the Adobe DNG Converter.

Portfolio Administration

You can run Portfolio Administrator from any computer on your network that has a 1280×1024 display, 10 Mbit/s network connection, and one of these browsers: Microsoft Edge, Safari 7 or later, the latest release of Google Chrome, or the latest release of Firefox.

System account

Make sure to install Portfolio using an account with the appropriate access permissions. See Server access.

Access to assets

Make sure your Portfolio server system and the account you will install Portfolio under have read/write access to all the locations where you currently store your assets, or plan to in the future.

If you plan to use Vault catalogs with Portfolio, make sure to have an internal drive (rather than an externally attached drive) with plenty of available space.

Firewall ports

Make sure the correct ports are open in your host system’s firewall. See Ports.

If these ports conflict with other software, you can choose new ports after installation. See Resolving port conflicts.

Active Directory

If you intend to use Active Directory to map user accounts, gather the following information:

• Active Directory host name: IP address or DNS name of your directory service

• Port: The port number used to connect to your Active Directory server

• SSL: Whether you need to enable SSL to be able to connect to your Active Directory server

• LDAP Bind Username: A username that has permission to query Active Directory

• Password: The password for the LDAP Bind Username

See Configuring Active Directory.

Single Sign-On

You can use Single Sign-On if you run Portfolio on a Windows server and use Active Directory.

You need the Service Principal Name and password. See Configuring Single Sign-on.

Email Notifications

If you wish to set up Email Notifications for certain events in Portfolio, you need the following information:

• Address and port for the SMTP (outgoing) mail server

• Whether the mail server requires SSL/TLS

• If the email server requires authentication, a valid email address and password

• A “reply to” email address that email recipients can reply to

See Email notifications.

Client hardware

Make sure prospective client systems meet the hardware and OS requirements. See System requirements.

Mac client Single Sign-On

In order for a client Mac system to use Single Sign-On, you must join it to the Windows domain.