Description
How do I upgrade from Portfolio Server to Portfolio?
Solution
The instructions below will guide you in upgrading from Portfolio Server to Portfolio.
What’s Changed?
Be sure to review this list of changes that you should be aware of before upgrading from Portfolio Server to Portfolio. Because of these changes, we recommend that you try out Portfolio in a test environment before upgrading your production setup.
We do have sales engineers who can perform this upgrade for you. For more information, please contact your sales representative.
Portfolio Desktop Client:
Portfolio comes with Portfolio Web, which is its web client app. It contains most of the features that were found in Portfolio Desktop Client, but not all. To drag and drop images from a catalog into another application, use Portfolio Express.
Here’s a list of changes to that you should be familiar with:
- All Catalog administration is now done in the Portfolio Administration web app.
- Drag and drop into other applications is now done with Portfolio Express.
- It is no longer possible to export metadata from Portfolio.
- Copying records between catalogs is currently not possible.
- Bulk-editing paths via script is currently not possible.
Catalog Limits
Each edition of Portfolio has limits on the number of assets it will manage.
- Portfolio Enterprise – up to 10 Million assets, across unlimited number of catalogs.
- Portfolio Professional – up to 500,000 assets, across unlimited number of catalogs
- Portfolio Studio – up to 50,000 asset in its one catalog
Netpublish:
Portfolio uses completely new technology for its Netpublish feature. This means that you will need to re-create any existing sites that you’ve created in previous versions.
External Databases:
Portfolio does not support external database connections. If you used external databases in Portfolio Server, including MS-SQL, MySQL, and Oracle, you will be able to migrate their data into Portfolio.
Again, we strongly recommend that you test out Portfolio before upgrading your production setup.
Moving to a Different Server
If you want to install Portfolio on a new server, see this article on how to migrate Portfolio Server 11 to a new system before proceeding.
Requirements:
You must be running Portfolio Server 11.2 before upgrading to Portfolio. If you have an older version installed, see this KB article on how to upgrade.
Make sure that your system meets the recommended requirements:
Windows:
http://www.extensis.com/downloads/system-requirements/portfolio-1-windows/
Mac OS X:
http://www.extensis.com/downloads/system-requirements/portfolio-1-mac/
Catalog Recovery
If you have FDB catalogs, they should be recovered before upgrading to Portfolio. This KB article explains how to do that.
Catalog Backup
Before proceeding, you should make a backup of your catalogs. First, stop Portfolio Server. Next, copy the contents of /applications/native-server/catalogs
to a safe location. If you have MS SQL, MySQL, or Oracle based catalogs, have your database administrator back them up.
Uninstall Portfolio Server 11.2
Portfolio Server 11 needs to be uninstalled before running the Portfolio installer.
Windows
Before you uninstall on Windows, you need to find out what account Portfolio Server is running under.
Open the Services console found in your Control Panels, under Administrative Tools.
Look in the Name column for Portfolio Server, then look in the Log On As column for the domain and account name. Make a note of this because you will need it later.
- Go to Start -> Control Panel -> Programs and Features
- Select ‘Extensis Portfolio Server’
- Right-Click on it and choose ‘Uninstall’ and click through the prompts
- Do not delete the files that are left behind!
Restart the server after uninstalling
Mac OS X
- Open
/Applications/Extensis/Portfolio Server/applications/Uninstaller
- Launch the Portfolio Server Uninstaller.pkg and follow the prompts
- Keep the files and folders that are left behind!
Install Prerequisites:
Portfolio requires Flash Player for Portfolio Administration and for Portfolio Web. It also requires Quicktime Player for some video formats, and Adobe DNG Converter if you intend to work with DNG files. If you are upgrading from Portfolio Server, you should already have these items installed. Here are links to the latest installers, in case you need them:
Install Portfolio
Launch the installer for Portfolio and follow the prompts. On Windows, you will be prompted to enter a service user. Enter the account credentials from the previous uninstall steps. When the installation is done, the Portfolio Administration app will launch in your web browser.
Login with the username administrator and the corresponding password you previously used for Portfolio Server administration.
Once you’re logged in, you’ll need to enter your license keys.
Migrate Catalogs
Portfolio comes with a DBMigrator tool, which will convert existing FDB, MySQL, MS SQL and Oracle catalogs into the new database format that Portfolio uses. Please be aware that the larger your catalogs are, the longer the tool will need to convert it. Please be patient!
Run the DBMigrator tool:
Before proceeding, make sure that Portfolio is running and that you’ve entered your license keys.
In case there are errors during the migration, set Portfolio logging to ‘Error’ under Global Settings in Administration.
In the commands below, replace [password] with your Portfolio administration password and replace [catalogname] with your actual catalog names.
Windows
- Open the Command Prompt
- Type in:
cd "C:\Program Files (x86)\Extensis\Portfolio Server\applications"
- To list catalogs
DBmigrator -p [password] -l
- To import all Catalogs
DBmigrator -p [password]
- To import specific catalogs:
DBmigrator -p [password] [catalogname]
Note: If the catalog name has spaces in it, surround its name with quotes: i.e.: DBmigrator -p password "Nuts & Bolts.fdb"
Mac OS X
- Open the Terminal
- Type in:
cd /Applications/Extensis/Portfolio\ Server/applications
- To list catalogs
./DBmigrator.sh -p [password] -l
- To import all Catalogs
./DBmigrator.sh -p [password]
- To import specific catalogs:
./DBmigrator.sh -p [password] [catalogname]
Note: If the catalog name has spaces in it, surround its name with quotes: i.e.: ./DBmigrator.sh -p password "Nuts & Bolts.fdb"
The DBMigrator will display “Import Complete” when it’s finished.
Note: If the DBmigrator displays errors when attempting to migrate a catalog, there’s a possibility that the catalog is damaged. Contact Extensis Technical Support if you encounter a problem with catalog migration.
You can delete the contents of the /applications/native-server/catalogs
folder when the catalog migration is complete.