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- WELCOME TO PORTFOLIO 5.0.1!
- Portfolio 5.0.1 lets individuals, workgroups or enterprises manage
- digital assets in visual catalogs with its advanced client/server
- capabilities.
-
- Extensis Portfolio has a wide variety of features, including:
- - Client/Server
- - Script ability
- - New presentation features
- - New views
- - Tools for getting information from other databases
- - Internet support
- - Improved file format support
- - And much more!
- ________________________________________________________________
- Important Note:
- Before updating Portfolio to version 5.0.1, you must first
- uninstall Portfolio 5.0. You may do this be either running
- the 5.0.1 installer, or by using the add-remove control panel.
- When Portfolio has been uninstalled, proceed with the 5.0.1
- installation.
-
- After installing Portfolio 5.0.1, you will need to repersonalize
- your copy of Portfolio. If you cannot locate your serial
- number, please contact Extensis Tech Support at (503)274-7030 or
- support@extensis.com.
-
- If you're not sure if you have the most recent version of
- Portfolio, right-click on Portfolio.exe, and view
- the properties tab. The current version is 5.0.1.
- _______________________________________________________________
- Contents
- 1. System Requirements
- 2. Contacting Extensis
- 3. What's New In Portfolio 5.0.1
- 4. Installation Notes
- 5. Serializing and Registering Portfolio
- 6. Software Technical Notes
- 7. Manual Addenda
- _______________________________________________________________
- 1. System Requirements
-
- Macintosh:
- System 8.1 through Mac OS 9.0
- - Mac OS 8.6 or higher recommended
- Apple Power Macintosh or PowerPC compatibles
- A minimum of 6MB of application RAM
- 20MB of free hard disk space
- QuickTime 4.1.1 or higher strongly recommended
- - This is available on the Extensis CD
- Thousands of colors strongly recommended
- Open Transport 1.1 or higher (if you will be connecting
- to catalogs being served by Portfolio Server software)
-
- Windows:
- Windows 95, Windows 98, Windows NT 4.0, or Windows 2000
- Pentium
- - Pentium 133MHz or faster recommended
- 32MB of system RAM
- 20MB of free hard disk space
- QuickTime 4.1.1 or higher strongly recommended
- - This is available on the Extensis CD
- Thousands of colors strongly recommended
- TCP/IP Services (If you will be connecting to catalogs
- being served by Portfolio Server software)
- _______________________________________________________________
- 2. Contacting Extensis
-
- To reach us for technical support or general questions please use
- one of the following methods:
-
- Extensis Products Group
- 1800 SW First Avenue
- Suite 500
- Portland, OR 97201
- (503)274-7030
- Fax: (503)274-0530
- E-mail: support@extensis.com
- Web: www.extensis.com
-
- Extensis UK
- Unit 3, Bouverie Court
- The Lakes
- Northampton, NN4 7 YD
- United Kingdom
- Telephone: +44 (0) 16 04 636300
- Fax: +44 (0) 16 04 636366
- E-mail: info@extensis.co.uk
-
- Our web site includes a detailed, up-to-date FAQ/troubleshooting
- page for Portfolio. If you have troubleshooting or functionality
- questions, please visit http://www.extensis.com or contact Extensis
- technical support.
- _______________________________________________________________
- 3. What's New in Portfolio 5.0.1
-
- - Speed issues with document text indexing for supported file
- types have been addressed.
-
- - Some printing issues have been resolved:
- - Mac users are now able to print in landscape mode.
- - Printing large catalogs using the Actual Images print option
- on Mac will result in correct output.
-
- - Cross platform search functionality has been improved.
-
- - There have been some improvements to the PostScript translator,
- including better handling of Bezier curves.
-
- - Executing the Open server AppleScript command will no longer
- fail.
-
- - When exporting HTML, the file names of the created images now
- include the filename as well as the Record ID number. For
- example, the image file created from an original file named
- sample.tif becomes sample50.jpg rather than t0000050.jpg.
-
- - Mac users are now able to copy and paste from the clipboard
- into Photoshop.
-
- - Several enhancements have been made to Record view to improve
- text visibility and functionality in fields.
-
- - Windows users can now import HTML templates when using the
- Export HTML feature.
-
- - Categories are now properly created for directories with a
- hierarchical depth greater than three.
-
- - Status of Background Cataloging automations are preserved when
- catalogs are closed and reopened.
- _______________________________________________________________
- 4. Installation Notes
-
- Macintosh:
- Extensis Portfolio 5.0 directory will contain:
- - Portfolio
- - Read Me
- - Register Portfolio 5.0.1
- - Portfolio Help (folder containing Online Help files)
- - Filters (folder containing translators)
- - Scripts (folder containing AppleScripts demonstrating
- common scripting functions)
-
- Windows:
- Program Files directory will contain:
- Extensis\Portfolio 5.0 directory
- - EToolbox.dll
- - Portfolio.exe
- - Portfolio.tlb
- - Portfolio5.tlb
- - Register Portfolio 5.0.1.exe
- - ReadMe.txt
- - Uninst.isu
- - Scripts ReadMe.txt
- - Portfolio Help (folder containing online help files)
- - Filters (folder containing translators)
- - Scripts (folder containing executables demonstrating
- common scripting functions)
-
- Additional support files for both platforms are also available on
- the Extensis CD.
- _______________________________________________________________
- 5. Serializing and Registering Portfolio
-
- After launching Portfolio 5.0.1, you will be prompted to serialize
- and register the software. Please enter the serial number located
- inside the product packaging. If you have not purchased a serial
- number for Portfolio, you can run it as a full-functioning demo for
- 30 days. After this period expires, Portfolio will convert into a
- Browser version. This version only allows read-only operations, so
- you will not be able to create catalogs or add items to catalogs.
- Additionally, the Browser only operates in a single-user setting,
- so you will be locked out of any networked catalog that another
- user is accessing. If you do access a networked catalog, all other
- users will be locked out of that catalog until you close the
- catalog.
-
- Using the Uninstall utility (Windows only):
- In order to remove Portfolio you will need to run the Add/Remove
- Programs option from the Control Panel.
-
- Please note: Microtek scanners may interfere with the built-in
- electronic registration process. If you are using a Microtek
- scanner, please turn it off before attempting to register
- Portfolio 5.0.1 You may turn the scanner back on once the
- registration process is complete.
- _______________________________________________________________
- 6. Software Technical Notes
- - Translators for some of the file types not currently supported
- will be offered for free download as they become available.
- Registering your copy of Portfolio 5.0.1 will assure that you
- will be notified when these translators are available.
-
- - PowerPoint - The current PowerPoint translator is unable to
- extract text information from the files for use in document text
- indexing. Therefore text within PowerPoint files cannot be
- searched at this time.
-
- - Some Tiff images with alpha channels may not preview correctly
- on the Windows platform.
-
- - Text Block fields (such as the Description field) are indexed
- one word at a time; phrase searches will always fail on Windows.
- When Portfolio 4.0 string fields (like Description or large
- custom string fields) are converted to Text Block fields they
- will still be indexed in the old fashion if they were indexed in
- Portfolio 4.0: phrases entered into old or new records will
- still be found by searches.
-
- - QuickTime is used on both Mac and Windows to translate a number
- of raster image and multimedia formats. As a result, we
- strongly recommend you install QuickTime 4.1.1. The installers
- for both platforms are available on the Extensis CD.
-
- - Portfolio 5.0.1 Macintosh will conflict with Kaleidoscope 2.0.
- The only workaround at the present time is to disable
- Kaleidoscope.
-
- - On the Mac, Portfolio uses Internet Config to determine how to
- handle various URL types that are entered into URL fields.
- Internet Config is installed as part of your OS. If Internet
- Config is not installed or is configured incorrectly, URL links
- in Portfolio may not work or may produce unexpected results.
- _______________________________________________________________
- 7. Manual Addenda
-
- Categories can only be created while in Administrator mode. Path
- as Categories option is only available in Admin mode.
- - Creating categories during a background cataloging operation
- behaves differently between platforms. With a catalog open in
- Administrative mode, Background Cataloging automations have the
- following behavior:
- - On Windows, silent Background Cataloging automations do
- not add the path as Categories in Administrative mode,
- while on the Mac they do.
- - Non-silent Background Cataloging automations on Windows
- will add categories for only the first directory that
- contains files. Files in lower directories in the
- hierarchy are not applied to any category when they are
- added. This continues each time the Background Cataloging
- automation finds new files in the Watch folder, and adds
- new records. By contrast, the Mac applies any records
- added via Background Cataloging to their proper
- categories (as long as the catalog remains in
- Administrative mode and the Cataloging Options remain the
- same).
- - Categories can only be created in Administrator mode.
- Items can be applied to existing categories in any access
- mode other than Reader mode. This applies to both
- platforms.
-
- If you are using Windows Background cataloging and wish to
- categorize your records, some confusion can be avoided by doing the
- following:
- - Initially add the directory you wish to set as the Background
- Cataloging Watch folder in Administrator mode in one of the
- following ways:
- (A) Set the Path as Categories to Selected Folders
- and add the directory via regular cataloging methods; or
- (B) Drag the folder you wish to set as the Background cataloging
- Watch folder into the Categories palette. Either of these
- methods will set up the directory structure as it appears on
- disk inside the categories palette. You can then set your
- Background Cataloging automation to the desired directory.
- - After setting up the directory structure, do one of the
- following to prevent categories from being created by
- cataloging:
- (A) Background Cataloging automations use current Catalogiing
- Options settings, reset the Path as Categories in the
- General tab of the Cataloging Options to None; or
- (B) Since categories are not created at all during silent
- background cataloging on Windows, set the Background
- Cataloging automation to run in silent mode; or
- (C) Since categories can only be created in Administrator mode,
- switch access modes to Publisher or below before running
- Background Cataloging automations.
- - Finally, you will need to make sure to assign any additional
- items added via Background Cataloging after completing the first
- step to their proper categories. This can be done in any access
- mode greater than Reader mode.
- _______________________________________________________________
- (c)1999-2000 Extensis Products Group
-