WELCOME TO PORTFOLIO 5.0.1!
Portfolio 5.0.1 lets individuals, workgroups or enterprises manage
digital assets in visual catalogs with its advanced client/server
capabilities.

Extensis Portfolio has a wide variety of features, including:
 - Client/Server
 - Script ability
 - New presentation features
 - New views
 - Tools for getting information from other databases
 - Internet support
 - Improved file format support
 - And much more!
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Important Note:
Before updating Portfolio to version 5.0.1, you must first
uninstall Portfolio 5.0. You may do this be either running
the 5.0.1 installer, or by using the add-remove control panel.
When Portfolio has been uninstalled, proceed with the 5.0.1
installation.

After installing Portfolio 5.0.1, you will need to repersonalize
your copy of Portfolio. If you cannot locate your serial
number, please contact Extensis Tech Support at (503)274-7030 or
support@extensis.com.

If you're not sure if you have the most recent version of
Portfolio, right-click on Portfolio.exe, and view
the properties tab. The current version is 5.0.1.
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Contents
1. System Requirements
2. Contacting Extensis
3. What's New In Portfolio 5.0.1
4. Installation Notes
5. Serializing and Registering Portfolio
6. Software Technical Notes
7. Manual Addenda
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1. System Requirements

Macintosh:
System 8.1 through Mac OS 9.0
  - Mac OS 8.6 or higher recommended
Apple Power Macintosh or PowerPC compatibles
A minimum of 6MB of application RAM
20MB of free hard disk space
QuickTime 4.1.1 or higher strongly recommended
  - This is available on the Extensis CD
Thousands of colors strongly recommended
Open Transport 1.1 or higher (if you will be connecting 
to catalogs being served by Portfolio Server software)

Windows:
Windows 95, Windows 98, Windows NT 4.0, or Windows 2000
Pentium
  - Pentium 133MHz or faster recommended
32MB of system RAM
20MB of free hard disk space
QuickTime 4.1.1 or higher strongly recommended
  - This is available on the Extensis CD
Thousands of colors strongly recommended
TCP/IP Services (If you will be connecting to catalogs 
being served by Portfolio Server software)
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2. Contacting Extensis

To reach us for technical support or general questions please use
one of the following methods:

Extensis Products Group
1800 SW First Avenue
Suite 500
Portland, OR 97201
(503)274-7030
Fax: (503)274-0530
E-mail: support@extensis.com
Web:  www.extensis.com

Extensis UK
Unit 3, Bouverie Court
The Lakes
Northampton, NN4 7 YD
United Kingdom
Telephone: +44 (0) 16 04 636300
Fax: +44 (0) 16 04 636366
E-mail: info@extensis.co.uk

Our web site includes a detailed, up-to-date FAQ/troubleshooting
page for Portfolio.  If you have troubleshooting or functionality
questions, please visit http://www.extensis.com or contact Extensis
technical support.
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3. What's New in Portfolio 5.0.1

 - Speed issues with document text indexing for supported file
   types have been addressed.

 - Some printing issues have been resolved:
    - Mac users are now able to print in landscape mode.
    - Printing large catalogs using the Actual Images print option
      on Mac will result in correct output.

 - Cross platform search functionality has been improved.

 - There have been some improvements to the PostScript translator,
   including better handling of Bezier curves.

 - Executing the Open server AppleScript command will no longer
   fail.

 - When exporting HTML, the file names of the created images now
   include the filename as well as the Record ID number.  For
   example, the image file created from an original file named
   sample.tif becomes sample50.jpg rather than t0000050.jpg.

 - Mac users are now able to copy and paste from the clipboard
   into Photoshop.

 - Several enhancements have been made to Record view to improve
   text visibility and functionality in fields.

 - Windows users can now import HTML templates when using the
   Export HTML feature.

 - Categories are now properly created for directories with a
   hierarchical depth greater than three.

 - Status of Background Cataloging automations are preserved when
   catalogs are closed and reopened.
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4. Installation Notes

Macintosh:
  Extensis Portfolio 5.0 directory will contain:
  - Portfolio
  - Read Me
  - Register Portfolio 5.0.1 
  - Portfolio Help (folder containing Online Help files)
  - Filters (folder containing translators)  
  - Scripts (folder containing AppleScripts demonstrating 
       common scripting functions)

Windows:
  Program Files directory will contain:
     Extensis\Portfolio 5.0 directory
     - EToolbox.dll 
     - Portfolio.exe
     - Portfolio.tlb
     - Portfolio5.tlb
     - Register Portfolio 5.0.1.exe
     - ReadMe.txt
     - Uninst.isu
     - Scripts ReadMe.txt
     - Portfolio Help (folder containing online help files)
     - Filters (folder containing translators)
     - Scripts (folder containing executables demonstrating 
       common scripting functions)

Additional support files for both platforms are also available on
the Extensis CD.
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5. Serializing and Registering Portfolio

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.
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6. Software Technical Notes
 - 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.
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7. Manual Addenda

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 Catalogiing
       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.
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(c)1999-2000 Extensis Products Group
