Portfolio Administration

You’re viewing documentation for Portfolio Administration 3.6.3. Go to the current documentation

Recent changes

On this page

Version 3.6.3

  • In version 3.6.3, we have rebuilt the Portfolio Administration application to be completely Flash-free.

  • You can enable, disable, or delete NetPublish sites from Portfolio Administration; you can now perform all other site management through the Portfolio clients.

  • Portfolio no longer works directly with FADEL Rights Management.

  • We have changed the term Access Level to Role.

Along with the removal of Flash, we’ve taken the time to reorganize the Administration app to group similar functionality together.

Relocated feature Previous version New version
Add New API Token Users: Add New API Token

Users: Add : API Token (option in Create User dialog)

See API Tokens
Create Keywords from Path Catalogs: (select catalog): Cataloging Options: Create Keywords from Path

Catalogs: (select catalog): Ingest: Cataloging Options: Create Keywords from Path

See Create Keywords from Path
Default Access Level (now Default Role) Global Settings: Catalog Defaults: Default Access Level Catalogs: (select catalog): Catalog Defaults: Default Role
File and Folder Exclusions Catalogs: (select catalog): Cataloging Options: File and Folder Exclusions

Catalogs: (select catalog): Ingest: Cataloging Options: File and Folder Exclusions

File and Folder Exclusions

File Types Catalogs: (select catalog): File Types:

Catalogs: (select catalog): Ingest: Cataloging Options: File Types

See File Types
Manage Catalog Fields Catalogs: (select catalog): Manage Catalog Fields

Catalogs: (select catalog): Fields

See Catalog fields and Creating custom fields
Manage Catalog Membership Catalogs: (select catalog): Manage Catalog Membership

Catalogs: (select catalog): Users (select role or None)

See Catalog access
Manage Catalog Templates Catalogs: (add new catalog): Catalog Template pop-up menu: Manage Custom Catalog Templates (available if custom templates exist)

Catalogs: (select catalog): Manage Catalog Templates

See Custom catalog templates
NetPublish delete site NetPublish: (choose site): Delete Site

NetPublish: (choose site): Delete Site

See Portfolio NetPublish sites
NetPublish site access NetPublish: (choose site): Access

Client: (choose catalog): NetPublish: Edit Existing Site: (choose site): Security and Request Access

See Portfolio NetPublish sites
NetPublish site expiration NetPublish: (choose site): Expiration

Client: (choose catalog): NetPublish: Edit Existing Site: (choose site): Expiration

See Portfolio NetPublish sites
NetPublish site online/offline NetPublish: (select/deselect site Online checkbox)

NetPublish: (choose site): (select/deselect Site Enabled checkbox)

See Portfolio NetPublish sites
NetPublish site reporting data collection NetPublish: (choose site): Reporting

Client: (choose catalog): NetPublish: Edit Existing Site: (choose site): Reporting

See Portfolio NetPublish sites
Previews (catalog setting) Catalogs: (select catalog): Previews

Catalogs: (select catalog): Ingest: Previews

See Previews
Upload (Managed Upload) Catalogs: (select catalog): Upload

Catalogs: (select catalog): Ingest: Managed Upload

See Managed Upload

Version 3.6.2

  • We have added new Smart Keyword Engines for Art Style, Art Movement, and Art Subject. These engines return identifying characteristics for images of artworks in your catalog.

    Art Style returns keywords such as Art Deco, Rustic, or Shabby Chic; Art Movement returns keywords such as Classical, Cubism, or Romanticism; and Art Subject returns keywords such as Abstract, Food, or Places.

  • We now support running Portfolio on Windows Server 2019.

Version 3.6.1

Client improvements

  • Portfolio now extracts and embeds metadata in JPEG 2000 files

  • NetPublish allows selecting which fields to display beneath thumbnails

  • NetPublish allows displaying a “Terms of Service” for your NetPublish site

  • Preview mode now includes access to the Fields panel, so you can view and modify metadata while viewing the full image

  • Preview mode allows navigating between all items if none are selected

Version 3.6

Client improvements

  • Option to show only the assets in a selected folder, and not its subfolders

  • Filter the gallery list by name

  • Mark galleries as favorites and move them to the top of the list

  • Photoshop Rating: Star ratings can be edited visually in any view (Web and Desktop clients)

  • Preview Mode allows you to crop and download a copy of an asset

Administration improvements

  • Licensing and activation improvements. Learn more

  • New reports: Most Downloaded Assets, Most Previewed Assets, Deleted Assets, Downloads, Uploads, File Types, Search Terms. Learn more

  • Unlimited Smart Keywords included at no charge when you have an Annual Service Agreement

  • Automatically add Smart Keywords while cataloging assets