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.
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.
Perform a Portfolio backup and ensure that there were no errors.
Ensure that the Portfolio system can connect to the Extensis licensing server (see Validating the licensing server).
Stop Portfolio and install the latest version.
Installers are available from Portfolio 4 Support.
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
If the connection is successful, the command output will start with something similar to this:
CONNECTED(00000006)
depth=2 C = US, O = DigiCert Inc, OU = www.digicert.com, CN = DigiCert Global Root CA verify return:1
depth=1 C = US, O = DigiCert Inc, CN = DigiCert SHA2 Secure Server CA
verify return:1
depth=0 C = US, ST = Oregon, L = Portland, O = Extensis, CN = *.extensis.com verify return:1
---
Certificate chain
0 s:/C=US/ST=Oregon/L=Portland/O=Extensis/CN=*.extensis.com i:/C=US/O=DigiCert Inc/CN=DigiCert SHA2 Secure Server CA
1 s:/C=US/O=DigiCert Inc/CN=DigiCert SHA2 Secure Server CA
i:/C=US/O=DigiCert Inc/OU=www.digicert.com/CN=DigiCert Global Root CA
2 s:/C=US/O=DigiCert Inc/OU=www.digicert.com/CN=DigiCert Global Root CA i:/C=US/O=DigiCert Inc/OU=www.digicert.com/CN=DigiCert Global Root CA
---
Server certificate
-----BEGIN CERTIFICATE-----
MIIFGTCCBAGgAwIBAgIQBG2i98PNzGTcpHyGGBtPXTANBgkqhkiG9w0BAQsFADBN
MQswCQYDVQQGEwJVUzEVMBMGA1UEChMMRGlnaUNlcnQgSW5jMScwJQYDVQQDEx5E
If the connection fails, the output will start with something similar to this:
CONNECTED(00000006)
4630365804:error:14004410:SSL routines:CONNECT_CR_SRVR_HELLO:sslv3 alert handshake failure:/BuildRoot/Library/Caches/com.apple.xbs/Sources/libressl/libressl-22.260.1/li bressl-2.6/ssl/ssl_pkt.c:1205:SSL alert number 40
4630365804:error:140040E5:SSL routines:CONNECT_CR_SRVR_HELLO:ssl handshake failure:/BuildRoot/Library/Caches/com.apple.xbs/Sources/libressl/libressl-22.260.1/li bressl-2.6/ssl/ssl_pkt.c:585:
---
no peer certificate available
---
No client certificate CA names sent
---
SSL handshake has read 7 bytes and written 0 bytes