How to upgrade to Portfolio Server 11

Description

This article explains how to upgrade from Portfolio Server 9 and higher to version 11. The article assumes that this is an ‘in-place’ upgrade, i.e. without changing servers. If you need to migrate servers, please see this article.

Solution

Verify System Requirements:

Before you proceed, please verify that your system meets or exceeds the requirements listed here.

Note: Please be aware that Windows XP and Windows Server 2003 are no longer supported for Portfolio Server. For Mac users, Mac OS 10.5 and 10.6 are no longer supported. If you need to upgrade Portfolio Server on one of these older operating systems, you will need to move it to a newer operating system first.

Upgrading Portfolio Server:

IMPORTANT: Macintosh users need to be sure to log in to the Portfolio Server computer using the same user account that the server was installed under. You can check what the account is by opening Activity Monitor (/Applications/Utilities), locating the Portfolio Server process, then noting the name next to it in the ‘User’ column.

Copy changed port values

1. Open your web browser and log into the Portfolio Server Admin application.
2. Click ‘Ports’ in the list on the left.
3. Compare the Values column with the default values listed.
4. Make a note of any port values that have changed.

Stop the server

1. Click ‘Status’ on the left, then click ‘Stop Server’.
2. Click ‘Log out’.
3. Close your web browser.

Back up existing catalogs

NOTE: Back up SQL-based catalogs using the applications provided with your chosen SQL database.

Copy Portfolio’s Catalogs folder to a safe location. By default, the folder is in one of the following locations:

• 32-bit Windows:
  C:\Program Files\Extensis\Portfolio Server\applications\native-server\Catalogs\
• 64-bit Windows:
  C:\Program Files (x86)\Extensis\Portfolio Server\applications\native-server\Catalogs\
• Macintosh:
  /Applications/Extensis/Portfolio Server/applications/native-server/Catalogs/

Back up other files

User database:

• 32-bit Windows:
  C:\Program Files\Extensis\Portfolio Server\Data\database\
• 64-bit Windows:
  C:\Program Files (x86)\Extensis\Portfolio Server\Data\database\
• Macintosh:
  /Applications/Extensis/Portfolio Server/Data/database/

Quickfind.xml file (If you’ve customized your Quickfind settings):

• 32-bit Windows:
  C:\Program Files\Extensis\Portfolio Server\Data\quickfind.xml\
• 64-bit Windows:
  C:\Program Files (x86)\Extensis\Portfolio Server\Data\quickfind.xml\
• Macintosh:
  /Applications/Extensis/Portfolio Server/Data/quickfind.xml/

Catalog Types (in case you’ve created any):

• 32-bit Windows:
  C:\Program Files\Extensis\Portfolio Server\Data\catalog-settings\English\catalog-types\\
• 64-bit Windows:
  C:\Program Files (x86)\Extensis\Portfolio Server\Data\catalog-settings\English\catalog-types\\
• Macintosh:
  /Applications/Extensis/Portfolio Server/Data/catalog-settings/English/catalog-types//

MediaRich scripts (in case you’ve customized yours):

• 32-bit Windows:
  C:\Program Files\Extensis\Portfolio Server\applications\media-engine\Shared\Originals\Scripts\
• 64-bit Windows:
  C:\Program Files (x86)\Extensis\Portfolio Server\applications\media-engine\Shared\Originals\Scripts\
• Macintosh:
  /Applications/Extensis/Portfolio Server/applications/media-engine/Shared/Originals/Scripts/

and

• 32-bit Windows:
  C:\Program Files\Extensis\Portfolio Server\Data\media-scripts.xml\
• 64-bit Windows:
  C:\Program Files (x86)\Extensis\Portfolio Server\Data\media-scripts.xml\
• Macintosh:
  /Applications/Extensis/Portfolio Server/Data/media-scripts.xml/

Install or update other software

• Download and install the latest version of QuickTime from Apple’s QuickTime page.

  Macintosh users: Choose ‘Software Update’ from the server’s Apple menu to make sure you have the latest version.

• Download and install the latest version of Adobe Flash from Adobe’s website.
• Download and install the latest Adobe DNG Converter from Adobe’s DNG page.

Account name (Windows only)

• Open the Services console: On Windows 7, Windows Server 2008, and Windows Server 2012, click Start > Administrative Tools > Services.
• 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.

Install Portfolio Server

1. Download the latest version from the Portfolio Server 11 support page on the Extensis website.
2. Run the Portfolio Server installer.
   • Windows users: When you are asked for Domain\User, enter the domain and account name you noted above, and the password for that account.
   • Macintosh users: The Portfolio Server installer checks the shared memory configuration of PostgreSQL. If it is insufficient, the installer will change the setting, then you will need to restart the computer and run the installer again.
3. At the end of installation, the Portfolio Server Admin application will start.
   • At this point, any native catalogs that you have will be upgraded.
   • SQL catalogs will be upgraded when you enter a license number for the Enterprise Solution Pack.
4. Log in using the account name administrator and your original password.
5. Click ‘Licenses’ in the list on the left and enter your Portfolio license number.
6. Enter the license numbers for Enterprise Solution Pack and NetPublish if you have them.
7. If you had previously changed any port values, click ‘Ports’ in the list on the left and enter the values you made note of earlier.
8. If you have a NetMediaMAX Solution Pack license, then click ‘Licenses’ on the left and enter that license number, then restart Portfolio Server.

Remove Open Office (optional)

If you are upgrading from Portfolio 9.0 through 10.1, you can uninstall Open Office. This is no longer required as of version 10.2.

Here are instructions for removing it:

Windows:

• Click on your ‘Start’ menu and select ‘Control Panel’
• Select ‘Programs and Features’ (‘Add & Remove Programs’ in Windows 2003)
• Click on ‘OpenOffice.org 3.x’ from the list of installed programs, then click on ‘Uninstall’
• Follow the prompts to start the uninstaller
• When it’s done, close ‘Programs & Features’
• Go to C:\Program Files (x86) and delete the OpenOffice.org 3 folder

Mac:

• Quit OpenOffice.org if it’s running
• Go to your ‘Applications’ folder
• Drag OpenOffice.org.app to the trash
• Go to /Users//Library/Application Support/ and drag the OpenOffice.org folder to the trash

Upgrading Portfolio Desktop Client

Verify the system requirements:

Make sure that your client machines meet or exceed the specifications found here.

Installation:

• Run the Portfolio 11 Desktop Client installer and it will upgrade the previously installed version.
• There is no need to serialize it, since the client serialization is handled in the Server Admin web interface.
• Note: Please do not attempt to connect your Portfolio 11 client to an older version of Portfolio Server.

Check your catalogs:

Open your existing catalogs using the Portfolio 11 Desktop or Web clients to make sure they still function as expected.

Portfolio NetPublish:

Verify the system requirements:

Make sure that the server meets or exceed the specifications found here.

Service Permissions:

• Before upgrading, if installing the upgrade on a Windows system, open the Services console, via Start > Programs > Administrative Tools > Services, and determine what account Netpublish Server is running under.
• If upgrading on a Mac system, make sure that you’re logged in with the same user account that installed the previous version of Netpublish Server. You can check what account it is running under by opening the Activity Monitor (found in /Applications/Utilities) and looking at the User column.

Installation:

• Run the NetPublish Server 11 installer. It will upgrade the previous version to 11. After the installation is complete, restart your server.
• After the restart, verify that the Netpublish Server service is running under the same account as the previous version.

Serialization:

In version 11, the Netpublish license is entered in Portfolio Server Administration:

1. Log in using the account name administrator and the corresponding password.
2. Click ‘Licenses’ in the list on the left and enter your Netpublish license number.
3. Log out when you are done.

Check your existing Netpublish Sites:

Use a web browser to view previously published NetPublish sites and verify that the upgrade was successful. You can also publish a new test site using the Portfolio 11 Desktop Client to verify functionality.

NetMediaMax:

You will need to stop Portfolio Server before upgrading any external media engines (aka NetMediaMax). Also, make sure that Portfolio Server has already been upgraded to the same version as NetMediaMax before proceeding.

Note: Since Portfolio Server uses the built-in media engine, the Portfolio Media Engine installer does not allow installation on the same computer as Portfolio Server.

Verify System Requirements:

Verify that your system meets or exceeds the requirements listed here.

Install or update other software

Macintosh users: When installing prerequisite software, you must log in to the computer using the same account that you intend to use to install and run NetMediaMAX.

• Download and install the latest version of QuickTime from Apple’s QuickTime page.

  Macintosh users: Choose ‘Software Update’ from the server’s Apple menu to make sure you have the latest version.

• Download and install the latest Adobe DNG Converter from Adobe’s DNG page.

Stop Portfolio Server

1. Open your web browser and log into the Portfolio Server Admin application.
2. Click ‘Status’ on the left, then click ‘Stop Server’.
3. Click ‘Log out’.
4. Close your web browser.

Install an external media engine:

IMPORTANT: Macintosh users need to be sure to log in to the external Media Engine computer using the same user account that the server was installed under. You can check what the account is by opening Activity Monitor (/Applications/Utilities), locating the Portfolio Server process, then noting the name next to it in the ‘User’ column.

1. Download the Portfolio NetMediaMAX installer to the computer.
2. Double-click the installer and follow the prompts.
3. Repeat this process for all external media engine servers.

Verify Media Engine settings

1. Open your web browser and log into the Portfolio Server Admin application.
2. Click on ‘Media Engines’ in the left column
3. Verify that all of your Media Engines are:
   • Active
   • Set to the correct address
   • Set to the correct port (9877 by default)

Start Portfolio Server

Once you’re done checking the Media Engine settings, you can start Portfolio Server again.

• In Portfolio Server’s Administration, click on ‘Status’
• Click ‘Start Server’

Test the Media Engines

At this stage your setup should be ready to go. You might want to verify that the Media Engines are working properly by adding new items to a catalog, or by batch converting files in the Portfolio Web Client.