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  1. Extensis
  2. Portfolio 2016
  3. How To & Best Practices

How To & Best Practices

  • Moving Portfolio 2016 to another server
  • Set up Single Sign-On for Portfolio
  • Antivirus exclusions for Portfolio 1.x, 2016 (2.x) and 2017 (3.x)
  • Differences between Keywords and Custom Fields in Portfolio
  • Uploading files to Portfolio 1.x or Portfolio 2016 with Portfolio Flow
  • Setting up existing Portfolio 1.x and Portfolio 2016 catalogs for mobile uploads with Portfolio Flow
  • Upgrading from Portfolio 1.x to Portfolio 2016
  • Uninstalling Portfolio 2016
  • Importing Metadata into Portfolio
  • Exporting Catalog Data from Portfolio
  • Create backups in Portfolio 2016
  • Creating and Using Catalog Templates in Portfolio
  • Adding XMP Metadata Definition which uses a custom XMP Namespace to Portfolio
  • Add an XMP Metadata Definition using the standard XMP Namespace to Portfolio
  • Security issues with QuickTime for Windows and Portfolio 1.x and Portfolio 2016
  • Stopping and Starting services for Portfolio 2016 on Mac OS
  • How to include line breaks for text blocks in an import text file for Portfolio 1.x and Portfolio 2016
  • Entering license keys into Portfolio 2016
  • Leave feedback or make suggestions about Portfolio Flow
  • Non-boot volume installations for Portfolio
  • Using SHA-2 SSL certificate when connecting Portfolio or Portfolio Server to Active Directory

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