Portfolio Administration

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Administration tasks

The tasks that the Portfolio Administrator can perform are:

  • Install Portfolio

    Check system requirements, download, and install the Portfolio server software. See Software installation.

  • License Portfolio

    Enter credentials for the Portfolio license administrator. See Licensing Portfolio.

  • Configure additional Media Engines

    A Media Engine is a separate system that can handle the heavy lifting of image cataloging and conversion. See Media Engines.

  • Configure Portfolio backups

    It is always a good idea to back up your important data. See Backups.

  • Create user accounts

    Add users from your organization to Portfolio so they can access assets. See Adding user accounts.

  • Create catalogs

    A catalog is where your assets are stored. You can create multiple catalogs for different uses. See Portfolio catalogs.

  • Refine user roles

    Portfolio initially has four pre-defined user roles. You can modify these, or create additional roles to fit your users’ workflows. See Roles.

  • Modify server data locations

    Portfolio has multiple data locations. You can move them depending on your organization’s storage needs. See Server data locations.

  • Configure directory services

    You can allow users to log in to Portfolio using their network credentials. See Configuring Active Directory and Mapping users from Active Directory.

  • Customize Portfolio Web login screen

    You can brand the Portfolio Web client for your organization. See Portfolio Web login customization.

  • Configure mobile upload

    Users can upload images as assets from their iOS or Android device. See Mobile uploading.

  • Configure Single Sign-On

    If your organization uses a directory service, you can also configure user accounts to connect using the credentials they use to sign in to their computer. See Configuring Single Sign-on.

  • Configure email notifications

    Portfolio can send email notification for various events. See Email notifications.

  • Configure SSL

    You can configure Portfolio to use a signed SSL certificate. See Adding SSL for secure connections.

  • Modify ports used by Portfolio

    Portfolio uses several communication ports. While the default ports are not commonly used by other applications, you can change them if there is a conflict. See Ports.

Portfolio adds the Portfolio Administrator to every catalog with the role of Catalog Administrator. See Catalog administration tasks for additional tasks associated with that role.