Portfolio Clients
Disabling or deleting NetPublish sites
If you are a Catalog Administrator, you can disable or delete a NetPublish site based on one of your catalogs. You can also re-enable a site that you previously disabled. Log in to Portfolio Administration with your Catalog Administrator account ...
Site Builder
To publish a custom website based on your gallery, use the NetPublish Site Builder. Select a gallery, click NetPublish, then select Create New Site. Note: You cannot publish the Flagged Assets organizer as a NetPublish website. Instead of a new site, ...
NetPublish
NetPublish allows users with Catalog Administrator access to publish the contents of a gallery to a website, hosted on the Portfolio server system. You can publish a FastSite with just a couple of clicks, or you can customize your site quickly using ...
Jobs
Access job status by clicking Jobs in the Status bar at the bottom of the window. The Jobs menu displays the status of all Portfolio tasks for your user account, including Add Assets, Download, and Batch Process commands. The Jobs button will show a ...
PDF Contact Sheets
A Portfolio Contact Sheet is similar to its photographic counterpart in that it contains small versions of your images. For the Portfolio Contact Sheet, you can specify the page size, choose the number of images to appear on a page, add header and ...
Batch Process
The Batch Process command allows you to perform transformations on multiple assets, then either download the results or add them to the catalog, optionally replacing the originals. To process a group of assets: Select one or more assets and click ...
Convert Presets
A Convert Preset is a group of settings, such as file type and resolution, that you can save if you frequently convert files using those settings. For example, you may frequently create JPG files that are 320x240 pixels in size for use on a web page. ...
Downloading files
You can download original files, or download a converted version of an asset. To download original files: Select one or more assets and choose Download Originals from the Downloads menu; Select one or more assets, right-click a selected asset, and ...
Working with original assets
Note: This feature is only available through the Portfolio Desktop client. You can use Portfolio Desktop to access and work with original asset files. In order to work with originals, you need to have direct access to them from your workstation. This ...
Deleting assets
Options for deleting assets vary depending on the type of catalog you are using (vault or Watch Folder) and what organizer you are viewing (All Assets, a built-in organizer, or a gallery). Deleting from a vault catalog When you delete assets from a ...
Locking assets
If you need to keep an asset in your catalog, but make it unavailable for modification or use, you can lock the asset. This might be necessary if, for example, your license for using an asset has expired but you need to retain the asset for ...
Asset versions
When you make a change to an asset in a vault-based catalog, Portfolio will automatically create a version of the asset. This means that when you check out and edit an image, video, or document, then check it back in, the unedited copy is still ...
Checking out assets
When you have a vault-based catalog, you can check an asset out in order to make changes to it, then check it back in. When an asset is checked out, nobody else can make changes to the asset, including changing its properties. When the asset is ...
Exporting metadata to a text file
You can export the metadata for assets to a tab-delimited text file that can be imported into Portfolio or another system. This requires that you have Catalog Administrator access, or have Editor or Publisher access with permission to Import/Export ...
Importing metadata from a text file
Note: Do not use this feature to migrate data from older versions of Portfolio Server to Portfolio 1.0 or newer. For data migration assistance, see Support to create a support case. You can apply metadata to a large number of previously-cataloged ...
Keywords
Keywords are descriptive words and phrases that you can assign to assets to make organizing and locating them easier. Keywords can come from several sources, including metadata embedded within the file which is read in when the file is cataloged, ...
Editing asset properties
When you edit an asset property, Portfolio updates the asset’s record in the catalog. For file types that support the embedding of metadata, Portfolio also embeds the changed properties into the original file. Icon Meaning This icon indicates ...
Understanding field types
Information is stored in Portfolio catalogs in multiple fields. Field types vary depending upon the type of data that they can store. It’s important to understand the different field types so that you can better add and edit asset properties. ...
Choosing properties to view
By default, the Fields panel displays all of the properties for a selected asset. The Fields panel is organized into groups of fields in several categories, such as Basic, File Info, and Movie. To view the fields in a category, click + next to the ...
Asset properties and metadata
Portfolio stores very detailed information about every file that you catalog. This information includes data that is collected during the cataloging process, such as each file’s type, creation date, size, image dimensions, and other properties. It ...
Clearing Search Results
After searching, there are different ways to clear the search results, whether you used QuickFind or Advanced Find. By default, clearing the search results displays the first page of available items in the catalog, gallery or folder that is currently ...
Search criteria options
The following tables list the most common built-in catalog fields that you can search on. If your catalog has custom fields, you will be able to search those fields as well. When assets are cataloged, some information is extracted from metadata ...
Advanced Find
Advanced Find can be used to locate assets by searching data in any field in the catalog, including the text of cataloged documents. Advanced Find is considerably more flexible and powerful than QuickFind. The Advanced Find panel QuickFind field ...
QuickFind
QuickFind, in the Toolbar at the top of the main window, is a powerful way to search for a word or phrase quickly. QuickFind only searches on assets in the selected Organizers panel. Selecting a catalog searches the entire catalog, but selecting a ...
Creating a smart gallery
A smart gallery is a saved set of Advanced Find search criteria. When you open a smart gallery, the search is performed and the results are displayed in the Main window. As new assets are added to the catalog that fit your search parameters, they ...
Making a gallery public or private
When many people have access to a single catalog, it can be beneficial to create galleries to which individual users have access. When you create a gallery, you can choose to make it public or private. You can choose to make a public gallery ...
Sorting a gallery
To sort assets in a gallery, choose a sort field from the Sort By drop-down menu in the toolbar. You can change the sort order by clicking the icon to the right of the Sort By menu. When the icon shows as , items are sorted in ascending order; when ...
Removing assets from a gallery
Note: Assets cannot be removed from a smart gallery because a smart gallery displays assets that meet certain search criteria. To remove assets from a gallery (without removing them from the catalog): From the Organizers panel, select the gallery. If ...
Adding assets to a gallery
If you have the Reader role, you can only add assets to your own private galleries. Otherwise, you can add assets to your own galleries and any public galleries that are not Read-Only. To add assets to a gallery: Select an organizer in the Organizers ...
Creating a new gallery
To create a new gallery in a catalog: Click + at the bottom of the Organizers panel and choose Add Gallery from the menu. Enter a gallery name. Select privacy settings for the gallery: Public galleries are available to all members of the catalog. ...
Galleries
A gallery can display any subset of the assets in your catalog. A gallery is a good way to organize and view only certain assets in your catalog. For example, a photographer may create a catalog of his entire body of work, but have one gallery that ...
Organizer Icon Reference
Icon Organizer Type Icon Organizer Type All Assets Public Gallery Flagged Assets organizer Public, Read-only Gallery Checked Out Assets organizer Public Smart Gallery Top level folder Public, Read-only Smart Gallery Subfolder Private Gallery Private ...
Working with Flagged Assets
The Flagged Assets organizer is a special organizer that shows the assets you have flagged during your current session. If you are using the Portfolio Web Client and log out from Portfolio, then log back in without quitting your browser session, any ...
The Organizers panel
Use the Organizers panel to: change catalogs; work with built-in organizers; work with galleries; and work with folders. Changing catalogs Portfolio Web and Desktop work with one catalog at a time. To change catalogs, click the pop-up menu at the top ...
Watch Folders
To add a watch folder: At the bottom of the Organizers panel, click + and choose New Watch Folder. Type a folder path or browse the list and choose a folder to watch. Select a synchronization setting: When changes are found: Portfolio continually ...
Ingesting files
The Ingest operation allows you to import an entire folder of files, including the structure of subfolders, into your vault-based catalog. The folder must be accessible to the Portfolio server, either on a local drive or a shared network folder. ...
Uploading files
You must be assigned permission to catalog files in Portfolio. The upload process is slightly different between vault catalogs and Watch Folder catalogs. For both catalog types, the cataloging status is displayed at the bottom of the main window in ...
Cataloging files
There are a number of ways to add items to a catalog. You can upload files to Portfolio directly from the Portfolio Web or Desktop clients. (This works with either Watch Folder or vault-based catalogs.) You can add files to a Watch Folder on a ...
Adding Assets
Portfolio’s reason for being is to keep your assets organized and accessible. In order to do this, you need to add assets to your catalog. You and other users may also benefit by grouping your assets into galleries. There are a number of ways to add ...
Previewing assets
In Grid or List view, you can select one or more assets and view them in Preview mode. To view assets in Preview mode: Double-click an asset; Select several assets and double-click one of them. In Map view, you can click a pin then double-click the ...
Next page