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Custom catalog templates
If you expect to create multiple catalogs using the same custom settings, you can create a template to use as the basis for new catalogs. You can use an existing catalog as a template, or create a new catalog specifically for the purpose. A saved ...
Catalog access
In order for a user to access assets in a catalog, they must have two things: a Portfolio account (either native or through a directory service), and an assigned role in the catalog. The Portfolio Administrator manages Portfolio accounts and ...
Catalog fields
The Catalog Administrator determines what metadata fields are available in a catalog. This allows you to tailor a catalog to include only relevant metadata, reducing the size of the database and making searching and other operations more efficient ...
Exporting a Vault catalog
Before you delete a Vault catalog, you may wish to export the assets and optionally their metadata. These instructions assume you wish to export all assets; if not, you can create a gallery with the assets you want to export (or even just flag the ...
Manage Catalog Membership
Objective: Let the right people see the right assets Your Portfolio Server Administrator will likely initially set up your user accounts and set up a catalog for you. As a Catalog Administrator, you can access some functions within the Portfolio ...