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.
- 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.
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 Cataloging 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.
