Advanced Configuration
The Portfolio API
The Portfolio API provides a common interface for developers to integrate Portfolio catalogs, asset metadata, and media processing into business systems, custom workflows, and web infrastructures. By using a single, well-supported programming ...
Moving an existing Vault
If you have already created a Vault catalog but want to relocate the Portfolio Vault, you can move the existing Vault folder: Click Status, then click Stop Portfolio. Click Global Settings, then click Server Data Locations. Make a note of the ...
Converting a Watch Folder catalog to a Vault catalog
Portfolio offers two types of catalogs: Watch Folder catalogs and Vault catalogs. Vault catalogs offers a number of advantages over Watch Folder catalogs, including the ability to check assets in and out, and maintaining versions of assets. While ...
Changing the default CMYK profile
When Portfolio converts an image to CMYK, it uses the CMYK color profile specified in the file ICCProfilePreferences.properties. This file can be found here: Windows: C:\Program Files\Extensis\Portfolio Server\applications\media-engine\bin Mac: ...
Ports
Portfolio requires a number of ports on your server for client connections and server administration. The ports used by Portfolio must not conflict with other applications on the server. Typically, you will not need to change these port settings. ...
Adding SSL for secure connections
By default, Portfolio uses a self-signed certificate for secure client connections. You can request and add a signed certificate in Portfolio Administration, without resorting to the command line. This certificate allows secure (i.e., https) ...
Email notifications
Portfolio can send email notifications to users and administrators for certain activities and conditions. Note: Features that support email notification do not check whether a user account has an email address assigned; you must assign these in the ...
Mobile uploading
Portfolio includes the ability to upload assets from iOS and Android™ mobile devices. Click Global Settings then click Mobile to configure uploading. Select Enable Mobile Uploading to allow mobile users to upload assets to Portfolio. In order for ...
Portfolio Web login customization
You can modify the login page of Portfolio Web to incorporate your own image, an optional link, and a custom background color. Click Global Settings, then click Web Client Customization. Select Customized Login Screen. To add a custom image to the ...
Portfolio logs
Portfolio logs its performance and error information to assist in support and troubleshooting. Some log files can grow very large, so you may wish to move them from their default location. To change where log files are saved, see Logs folder. ...
Mapping users from Active Directory
Note: Before you can add directory service accounts to Portfolio, you will need to bind Portfolio to an Active Directory service. See Configuring Active Directory. You can map any combination of users and groups from an Active Directory service to a ...
Configuring Active Directory
To bind to a directory service: Click Directory Services. In the Active Directory Configuration panel, enter the connection settings of your directory service. Hostname: The IP address or DNS name of your directory service. Port: Enter the LDAP ...
Roles
Users connect to a catalog with one of four roles: Catalog Administrator, Publisher, Editor, or Reader. Each role determines the features and functionality available to the user once they have connected to a catalog. A user may have a different role ...