Portfolio Server can be installed locally (“on premises”) to dedicated Windows Server or macOS instances, or to a Windows Server residing within cloud-hosted environments such as Amazon EC2 or Microsoft Azure.
These are the minimum requirements to install and launch the server component of Portfolio. In most cases you will need more in the way of server resources: more processor cores, more RAM, and faster hard drives with more space. The Recommendations section can help you decide on the right server configuration for your needs.
Windows® Server 2012 R2, Windows Server 2016, Windows Server 2019, or Windows Server 2022
32 GB RAM
Intel® Xeon® processor with 8 or more cores (more processor cores will improve catalog performance)
Windows® Server 2012 R2, Windows Server 2016, Windows Server 2019, or Windows Server 2022
| Assets | Users | Cores | Disk Speed | RAM | Boot Drive | Data Drive |
|---|---|---|---|---|---|---|
| < 50,000 | 3 | 4 | 60 MB/s | 16 GB | 100 GB | 125 GB |
| < 500,000 | 5 | 8 | 180 MB/s | 16 GB | 100 GB | 500 GB |
| < 1,000,000 | 10 | 8 | 250 MB/s | 24 GB | 150 GB | 1 TB |
| < 5,000,000 | 25 | 12 | 250 MB/s | 32 GB | 500 GB | 2.5 TB |
| < 10,000,000 | 50 | 24 | 250 MB/s | 32 GB | 1 TB | 5 TB |
To help decide whether a cloud-hosted Portfolio server is right for your organization, drive space requirements should be carefully considered, as cloud-hosted environments typically have contiguous storage limitations. How much total drive space do your original assets currently consume? What is your projected rate of growth over the next few years?
A cloud-hosted Portfolio server is only reasonable for under about 1,000,000 assets consuming under 500GB of storage. After this, performance can start to suffer, and cost can start to be prohibitive.
Whether cloud-hosted or on-premises, Portfolio can take advantage of your organization’s Active Directory with LDAP Bind, and Single Sign-On.
If you wish to set up an Amazon EC2 instance for use with Portfolio, then use the following recommendations:
| Assets | Instance Type |
|---|---|
| < 50,000 | m5.xlarge |
| < 500,000 | m5.xlarge |
| < 1,000,000 | m5.2large |
| Over 1,000,000 | Not Recommended |
If you wish to set up a Microsoft Azure VM to use with Portfolio, use the following configuration options:
| Assets | Size |
|---|---|
| < 50,000 | D4s V3 |
| < 500,000 | D4s V3 |
| < 1,000,000 | D8s V3 |
| Over 1,000,000 | Not Recommended |
To start a conversation about a specific project, contact one of our Customer Success Managers using this form.