Welcome to Extensis Portfolio. Getting you and your team up and running is our top priority!
By the time you read this, your initial installation and configuration of the Portfolio Server has presumably happened. In most organizations, being the Portfolio Server Administrator is typically the responsibility of someone in an IT role. Your IT Department will likely manage the actual server and be responsible for specific ongoing admin responsibilities.
Now, it’s up to you to take it to the next level. As the Catalog Administrator, you’ll be working in both the Portfolio Server and the Portfolio Client. When you log into Portfolio for the first time, the following tasks should have been completed for you.
Software installation and registration
Set up your user accounts
Set up a Portfolio Asset Catalog
Being the Catalog Administrator, you’ll have some essential responsibilities within the Portfolio Server. Your team is relying on you so they can get the most benefit from storing, organizing, finding, tagging, and sharing their assets assets. By the time you finish this Catalog Administration learning track, you’ll know the essentials on how to:
- Logging to Portfolio Server Administration
- Manage and edit catalogs
- Manage catalog membership
- Create custom metadata fields
- Map Watch Folders to a server location
As the Portfolio Catalog Administrator, this guide is for you. Let’s Learn!