Licensing
Disabling older versions of TLS in Portfolio
Affected versions This article applies to Portfolio 3.6.3 through Portfolio 4.0. Solution You can disable TLS 1.0 and 1.1 for the Portfolio client, Portfolio Administration, and Portfolio NetPublish services. Stopping the Portfolio services To stop ...
SSL Certificates in Portfolio
The process of getting a certificate involves creating a request file, sending the request to a Certificate Authority, receiving a certificate file in return, and then importing the certificate file. Creating the Request To create the request file: ...
Using a wildcard SSL Certificate for Portfolio
If a certificate from Microsoft Certificate Manager is exported as a PKCS12 certificate file, with the entire certificate chain and the key pair in the file, keytool can convert it into a JKS keystore for Portfolio. To get the certificate alias for ...
Using Portfolio in a remote work or hybrid workplace
Description Listed are our recommendations when utilizing Portfolio Web or Desktop Client from home or a remote location. Environment This article covers Portfolio Web or Desktop Client in all supported environments on macOS and Windows. ...
Portfolio Glossary
Following are some terms used throughout Portfolio and its documentation. Some are technical (“computer”) terms that relate to Portfolio features and services, some are fundamental concepts within Portfolio, and some are terms that relate to Digital ...
Portfolio 4.0.1 Installers – Macintosh (MacOS)
Portfolio 4.0.1 Server <Download> This download is not intended for Mac Mini computers. If you are using a Mac Mini or similar Mac device, please visit our System Requirements page for updates. If you have more questions about these requirements, ...
Upgrading to Portfolio 4.x
This article describes upgrading from Portfolio 3.6.3 to the latest version of Portfolio 4. Frequently Asked Questions What systems can I upgrade? Portfolio 4 can only upgrade a Portfolio 3.6.3 installation. See Upgrading from earlier versions below ...
Portfolio Server Requirements and Recommendations
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. Local System Requirements These are the ...
Activating Portfolio
Affected Versions This article applies to Portfolio 3.6.0 and later versions. Solution Activating Portfolio with your Extensis account NOTE: Portfolio must connect to cwsg.extensis.com on port 443 to activate; for more information, go to Extensis ...
Looking for guides and tutorials on Portfolio?
For information on getting started and making the most out of Portfolio, go to the Portfolio Learning Center.