You can upgrade to the latest version of Portfolio if:

• Your current Portfolio system meets the system requirements for the latest version, especially the operating system (see System requirements);

• You are running Portfolio version 3.0 or later.

Upgrading from version 3.0 or newer

1. Verify that your current system meets the system requirements for the latest release of Portfolio (see System requirements).

   If not, you should contact your Customer Success Manager about our Integration and Consulting Services.

2. Perform a Portfolio backup and ensure that there were no errors.

3. Ensure that the Portfolio system can connect to the Extensis licensing server (see Validating the licensing server).

4. Stop Portfolio and install the latest version.

   Installers are available from Portfolio 4 Support.

Validating the licensing server

Use OpenSSL to ensure that your system can connect to the Extensis licensing server. This is available from the command line in macOS. For Windows, you can download a pre-compiled binary from https://indy.fulgan.com/SSL/.

• On macOS, start Terminal and enter

  openssl s_client -connect cwsg.extensis.com:443 -servername cwsg.extensis.com

• On Windows, launch the OpenSSL application and enter

  s_client -connect cwsg.extensis.com:443 -servername cwsg.extensis.com

  Tip: You can also start OpenSSL from the Windows command line:

  • openssl.exe s_client -connect cwsg.extensis.com:443 -servername cwsg.extensis.com

  (Of course, you need to run this from the OpenSSL directory, or add the OpenSSL directory to your system PATH.)

If the connection is successful, the command output will start with something similar to this:

If the connection fails, the output will start with something similar to this: