This article describes the upgrade path from Portfolio 2.x to Portfolio 3.x on a Mac OS or Windows server.
Before performing an upgrade on your Portfolio environment it's always best to make sure you have a good clean Portfolio backup stored in a safe place first.
If you're starting out with Portfolio version 2.0.x it's necessary to update to Portfolio 2.5.3 first. Then you may move on to the most recent version of Portfolio 3.x. If upgrading to Portfolio 3.6.0 or higher, please read this article first, outlining the new method for serialization.
If you're looking to upgrade from an install of Portfolio 1.x there unfortunately is no direct upgrade path to Portfolio 3.x. You will need to recreate your setup by hand on a new server. For assistance in this process, it is possible to purchase time with our Integration and Consulting Services team. Please contact your sales representative for more information.