Mark Anderson's Portfolio™ FAQ

Last updated 09 August 2011  -  There are now 401 articles in the FAQ

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Table of Contents

Click items to link to detailed subject index below:

About the FAQ
General Portfolio Information
Different product versions and licences
Catalogues
Server, served Catalogues, and SQL
Galleries
FolderSync and AutoSync
Records
Fields
Categories
Keywords, Master Keyword List (MKL), Pre-defined Lists (PDL)
Project Sync
Managing original files and File Ops
Working with CDs
Using the Browser
Previews and Thumbnails
Manual data import/export
Metadata, EXIF, IPTC, etc.
Portfolio Express
NetPublish / Create Web Page (v7/v8/v8.5/9.0)
Network issues
Scripting (Visual Basic and AppleScript)
Version 7/8/8.5 User Interface
Miscellaneous
Legacy - v6 and older
Version 6 User Interface
PortWeb (v6/v5)
HTML Templates (v6 and earlier)
Legacy Miscellaneous
Advanced Search

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The FAQ

[Topic Name][Last Edited]

About the FAQ

What is this FAQ and who is it for?21 January 2008
Catalog or Catalogue?31 May 2006
My question isn't answered here - or - did you read the manual?21 January 2008
PortfolioFAQ adds User-to-User forums21 January 2008

General Portfolio Information

Who makes Portfolio and what does it do?21 January 2008
What sort of database is Portfolio?21 January 2008
How big...How many...etc.?21 January 2008
Technical Requirements21 July 2009
Portfolio Read Me files09 August 2011
File Types Supported - RAW04 February 2008
File Types Supported - v8/8.505 February 2008
File Types Supported - v7/v6/v528 January 2008
What are the keyboard shortcuts?03 January 2007
Online Information04 October 2006
Product downloads and demos21 January 2008
Miscellaneous extras01 June 2006
How do I find what version number of Portfolio I am using?21 January 2008
Third-party SQLConnect-based solutions14 February 2007
Is there an SDK so I can make plug-ins for my xxx format files?01 June 2006

Different product versions and licences

What are the different product versions of Portfolio client?15 April 2008
Upgrading Portfolio program components21 September 2007
Upgrading Portfolio catalogues27 September 2007
Where do I start with cataloguing? (General issues)01 June 2006
Portfolio 920 August 2009
Portfolio v8.5.x21 July 2009
Portfolio v8 - changes13 February 2007
Portfolio Server and SQL Connect31 May 2006
Why/when should I consider using Portfolio SQL Connect?26 March 2007
Serialising & Registering your software21 January 2008
NetPublish (v7/8) and PortWeb (v4/5/6)21 January 2008
Multi-user Portfolio, Server apps and licences21 January 2008
Why does my client only open in Browser mode?31 May 2006
Why can't I access my Server/NPServer although it's running and I can see it in the client?21 January 2008

Catalogues

Catalogue features available by access level10 June 2008
How do I tell my client's current access level?01 June 2006
Passwords and Access Types01 June 2006
Dealing with 'broken path' issues02 June 2006
Moving and Copying Records Between Catalogues (Merging)02 June 2006
Why is the Catalogue Administration menu greyed out?31 May 2006
Why use multiple Catalogues?31 May 2006
Corrupted Catalogue files24 September 2007
How do I compact a Catalogue? (Recovering Catalogues)24 September 2007
Cataloguing options - Exclude Strings31 May 2006
Do I have to close every Gallery to close a Catalogue?31 May 2006
Does closing all a Catalogue's Galleries close the Catalogue?31 May 2006
Can Browser, Desktop and Network clients all share Catalogues?31 May 2006
How do I disable copying of original files?31 May 2006
Is there a list of Portfolio's built-in fields?01 June 2006
Cataloguing Engine - v7.x+15 January 2008
Background Cataloguing29 March 2007
Find Document Text02 June 2006
Can I use a catalogue without it's associated images/files?31 May 2006
Catalogue 'Open at startup' has stopped working31 May 2006
Catalogue is closed but I can't rename/move/delete it - why?31 May 2006
What non-data Portfolio information can I copy or clone?- I (v6)01 June 2006
What non-data Portfolio information can I copy or clone?- I (v5)01 June 2006
What non-data Portfolio information can I copy or clone? - II (v5)01 June 2006
Listings for multivalue fields - differences v6 vs. v531 May 2006
Open Gallery at Start-up vs. Keep Catalog Open (v5)31 May 2006

Server, served Catalogues, and SQL

Setting up Portfolio Server01 June 2006
Configuring an OS X client-server set-up05 February 2007
Does Portfolio Server need a static IP?31 May 2006
Setting up served catalogues using SQL Connect01 June 2006
How do I create an SQL database for use with Portfolio (using MS SQL 7).05 February 2007
SQL-side licences for SQLConnect31 May 2006
Getting Server to list Catalogues linked to via aliases/shortcuts31 May 2006
Multiple Servers and multiple Catalogues.31 May 2006
How do I administer a Served Catalogue?31 May 2006
Logging off users31 May 2006
Unserving Catalogues31 May 2006
Can I mix served access with direct access from client to catalogue?31 May 2006
Must I unserve a catalogue to use Admin access?31 May 2006
How do I back-up Catalogues which are being served?01 June 2006

Galleries

How many (Smart) Galleries can I use? (v7+)04 October 2006
The default 'Untitled' Gallery vs. the 'Default' Gallery01 June 2006
Where are 'Save as Default' Gallery settings held?03 October 2006
How does Portfolio decide which Gallery view settings to use?31 May 2006
Customising Gallery views31 May 2006
How do I tell if a Gallery is changed but not yet saved?31 May 2006
Keeping Galleries sorted and 'Saved Options'01 June 2006
More Gallery sorting...31 May 2006
Can I sort on any field?31 May 2006
How do I set which View a saved Gallery should use?31 May 2006
How many arguments am I allowed in a Find?31 May 2006
Can I set the sort order of a Find?02 June 2006
Can I do a Gallery sort based on more than one Field?31 May 2006
Is there any hierarchy to Portfolio Finds?31 May 2006
Can I do a find based only on Date and not Date/Time?31 May 2006
Does Portfolio allow wildcard characters in Finds?31 May 2006
Where are the Find operators (e.g. "starts with") explained?01 June 2006
Setting Gallery backgrounds (Win)31 May 2006
Maintaining Gallery backgrounds - Mac vs. Win31 May 2006
Can I export my thumbnail borders or splash screens?31 May 2006
In Record view, how do I scroll to the Fields off the bottom of the screen?31 May 2006
Passing Saved Views between Catalogues31 May 2006
QuickFind12 October 2007
Find and limits with Text Block data type fields (e.g. Description, etc.)12 October 2007

FolderSync and AutoSync

AutoSync vs. FolderSync14 April 2009

Records

Creating Placeholder Records31 May 2006
Dragging and dropping records between Catalogues01 June 2006
Editing and merging records using multiple copies of a Catalogue01 June 2006
What is a RID?31 May 2006
How do I detect duplicate (filename) records?31 May 2006

Fields

What built-in field mappings are there?13 September 2006
How do I set default values in custom fields?01 June 2006
Can I base Field values on existing values in other Records?01 June 2006
Can I generate email from a URL custom field?01 June 2006
Is there a full list of Portfolio's built-in fields?24 April 2008
Can I rename a built-in field?31 May 2006
What are Custom Fields?03 October 2006
Can I rename a Custom Field after it has been created?09 August 2011
Can I alter pre-defined lists after a Custom Field has been created?03 October 2006
Using master list palettes with Custom Fields01 June 2006
I forgot to add a Pre-defined List before adding field data31 May 2006
How do I tell if a Field is Multivalue or uses a pre-defined list?01 June 2006
Importing Data whilst Adding/updating Files - I31 May 2006
Importing Data whilst Adding/updating Files - II01 June 2006
Importing Data whilst Adding/updating Files - III01 June 2006
Importing Data whilst Adding/updating Files - IV31 May 2006
Can you batch keywording?31 May 2006
Sometimes image height and width field data aren't created31 May 2006

Categories

What are Categories?31 May 2006
Problems with Categories (Win)31 May 2006
Quirks when adding Categories31 May 2006
Can Categories be captured as keywords?31 May 2006

Keywords, Master Keyword List (MKL), Pre-defined Lists (PDL)

Managing and organising keywords (MKL and pre-defined lists)31 May 2006
Importing/Exporting MKL01 June 2006
Keyword lists may not export correctly31 May 2006
Pre-defined Lists (PDL)31 May 2006

Project Sync

Project Sync (Server v8.5+)09 August 2007

Managing original files and File Ops

File naming strategies31 May 2006
Mac and Windows OS File/Folder naming rules04 September 2007
OS File/folder limits (Win/Mac)01 June 2006
Relocating files after moving originals.31 May 2006
Renaming - lack of support for case sensitivity31 May 2006

Working with CDs

Setting up a CD Catalogue - Preparing your files01 June 2006
Setting up a CD Catalogue - Preparing the catalogue01 June 2006
Setting up a CD Catalogue - Collect (v6)31 May 2006
Setting up a CD Catalogue - Autorun and other x-platform considerations31 May 2006
Setting up a CD Catalogue - PC, Mac or Hybrid?01 June 2006
Setting up a CD Catalogue - Burn To Disc (v7)01 June 2006
Setting up a CD Catalogue - Collect (v7)01 June 2006
Create an autoplay Browser CD using the Collect feature (v6)31 May 2006
Windows 9x PC asks for CD already mounted (Mac authored Hybrid CD)31 May 2006
Problems with CD Catalogue accessing CD's preview file (Windows) (v5).31 May 2006

Using the Browser

How do I get the Browser for both Mac and PC?31 May 2006
Browser keeps grabbing the FDB file association (v5)31 May 2006
Browser and sharing Catalogues01 June 2006
Can Browser use multiple Catalogues?31 May 2006

Previews and Thumbnails

Screen (Disk) previews15 April 2008
Preview naming syntax01 June 2006
QuickTime and Thumbnails31 May 2006
Problems with high resolutions PSDs31 May 2006

Manual data import/export

How do I select which records are exported? (Text and/or HTML)31 May 2006
Exporting field data to text31 May 2006
Exporting to/Importing from Excel31 May 2006
Handling ASCII #29 character in Excel27 November 2006
Importing Field Values01 June 2006
Importing data - file formats (v7)31 May 2006
Exporting Colour Mode data to text files - incorrect Nulls31 May 2006
Can Portfolio write data back to original files?31 May 2006

Metadata, EXIF, IPTC, etc.

EXIF data31 May 2006
Does Portfolio handle EXIF data?31 May 2006
Can Portfolio write IPTC/EXIF data back to files?31 May 2006
Fixing v8 writeback of Bridge Rating/Label XMP tags13 September 2006
Listing embedded data (v8.5, Win only)30 January 2008
Can Portfolio write Photoshop file info?31 May 2006
Can Portfolio handle ID3 data?31 May 2006
Mac (OS9/X) clients don't read image metadata (width, res, etc.)31 May 2006
Using 'pnot' data (Mac)02 June 2006

Portfolio Express

How do I close Portfolio Express?31 May 2006
Portfolio Express, client, and admin mode31 May 2006
How do I open a served Catalogue?31 May 2006
Can I drag/drop images from Portfolio Express into MS PowerPoint?31 May 2006

NetPublish / Create Web Page (v7/v8/v8.5/9.0)

Portfolio v7 - NetPublish02 June 2006
Changes in NP/static web pages v7/v8/v8.509 August 2011
Unpublicised v8 fixes to v7 API bugs21 June 2006
Known NetPublish hosts and sites18 August 2009
NetPublish API27 November 2006
NP Dynamic Libraries and Properties01 June 2006
NP's paths and folders26 July 2007
Updating uploaded NP catalogues without Publishing25 June 2009
NP ports and OS X Server v10.5+18 August 2009
Anatomy of an IFrame-ed NP site index page18 August 2009
NetPublish - included site schemas18 August 2009
NetPublish Assistant - Dynamic web sites09 August 2011
NetPublish Assistant - Create (static) Webpages01 June 2006
Create Webpages - included site schemas (static pages)18 August 2009
Setting HTML Editors to recognise .np templates28 April 2010
Rebuilding NP associations after IIS re-install31 May 2006
Can client and NP hosts be a different OS?31 May 2006
Can users share collections?01 June 2006
Can I nest NP sites?18 November 2007
Template Master Sets (NPTs)27 November 2006
Using Gallery-based sites (v8.0+)27 September 2007
Significant issues (NP)24 September 2007
Significant issues (Create Web Pages)07 August 2006
Using the Units Object for formatting27 November 2006
Why do dragged images get named 'server.np'?04 June 2007
Why am I getting missing or distorted images in NP pages?04 October 2006
Can I use more the one search value for the same field in NP Assistant? (v7+)18 November 2007
Changes in syntax and function from PortWeb 6 to NetPublish 7/806 February 2007

Network issues

Problems accessing Port 290331 May 2006
Portfolio Server 5.x on a mixed Mac and NT Network31 May 2006

Scripting (Visual Basic and AppleScript)

Can I make and use my own scripts?31 May 2006
Can I use VBA, VBScript or VB.Net instead of VB?31 May 2006
Using VBS with Portfolio (Basic steps)01 June 2006
The Portfolio VB Type Library's Object Model01 June 2006
Portfolio VB Type Library's members described (versions 8/7/6/5/4)27 September 2006
Error codes for the VB automation TLB01 June 2006
Portfolio v7.0.4 AppleScript Library listing01 June 2006
Discrepancies between VB and AppleScript automation01 June 2006
Opening Galleries with VB31 May 2006
Creating Galleries with VB31 May 2006
Working with collections - is there a For Each...Next construct? (VB)31 May 2006
How can I....? (VB scripting)01 June 2006
Working with MultiValue (MV) fields in VB01 June 2006
What field properties can I access via VB? (v8/7/6/5)09 August 2011
Scripting Changes in Paths (v6)31 May 2006
Problems with the 'Change Path' script (or 'Edit Path' for Mac)01 June 2006
Problems with Path information and the Change Path script31 May 2006
Source code errors in the v5 PortBase script example01 June 2006
Portfolio program window does not reflect script actions31 May 2006
Exporting to text via scripting01 June 2006
Extracting Finder comments to import to Portfolio (Mac OS)31 May 2006
VB code for creating a Disk preview name from a RID01 June 2006
New Galleries open behind existing Galleries when scripting - v6 (VB)31 May 2006
Errors in the AppleScript Scripting documentation (v5, Mac)31 May 2006
Why do two VB TLBs get installed? (v5)31 May 2006
Problems with Unicode text in OSX (Mac)01 June 2006

Version 7/8/8.5 User Interface

Main Menu and Toolbar (v7)31 May 2006
Menus (v7/v8.0+)15 April 2008
Connect to Servers dialog (v7)31 May 2006
Administer Servers dialog (v4)01 June 2006
Export to Text File dialog (v7/v8)28 January 2008
Save Catalog Type dialog (v8.5.1+)28 January 2008
Import Field Values dialog (v7)31 May 2006
Print dialog (v7)31 May 2006
Preferences dialog (v7)26 September 2007
Find dialog (v7)14 April 2009
Slideshow dialogs (v7)01 June 2006
Customize Gallery dialog (v7)02 June 2006
Cataloging Options dialog (v7)18 September 2007
Advanced Cataloging Options dialog (v7/v8)28 January 2008
Catalog Properties (v7)01 June 2006
Catalog Access Level dialog (v7)31 May 2006
Catalog Administration dialog (v7)15 April 2008
Background Cataloging dialogs (v7)28 January 2008
Custom Field dialogs (v7)09 August 2011
Find Missing Files dialog (v7)02 June 2006
Find Document Text dialog (v7)31 May 2006
Create Placeholder dialog (v7)31 May 2006
Recover dialog (v7)01 June 2006
Edit Field Values dialog (v7)31 May 2006
Edit Keywords dialog (v7)31 May 2006
Confirm Delete dialog (v7)31 May 2006
Batch Convert dialog (v7)31 May 2006
Batch Rename dialog (v7)01 June 2006
Change Path dialog (v7)09 August 2011
Item Properties dialog (v7)01 June 2006
Link to New File dialog (v7)31 May 2006
Rename Original dialog (v7)31 May 2006
Email dialog (v7)31 May 2006
Create QuickTime Movie (v7)31 May 2006
Palettes (v7/8.5)18 September 2007
About dialog (v7)31 May 2006
FolderSync (v7)31 May 2006
Galleries (v7)18 September 2007
Galleries (v8.0+)18 September 2007
Catalog Types dialog (v8.5+)15 April 2008
Metadata Properties Settings dialog (v7)28 January 2008
Preview Viewing window (v7)01 June 2006
Cataloging Status dialog (v7)31 May 2006
Portfolio OS Context menu (v7)31 May 2006
Server Launcher dialog (v7 Mac)31 May 2006
NetPublish Administration dialogs (v7)18 August 2009

Miscellaneous

Case sensitivity31 May 2006
Can Portfolio export to MS Office's Clipart Gallery?31 May 2006
What are the Mac OS 'Creator' and 'Type' values for Portfolio? 31 May 2006
What is the purpose of .ADM files?24 September 2007
Does Portfolio support GIF transparency?31 May 2006
Translating Hex Tags to Decimal01 June 2006
EPS thumbnail generation failure - side effects31 May 2006
v8 HTML Help - Flash doesn't load29 March 2007
What software is recommended on the PC platform for use with and DVD or CD jukeboxes? 31 May 2006
Can I alter the background screen colour in slideshows?31 May 2006
Does Portfolio log failures during 'Add Files' process?26 September 2007

Legacy - v6 and older

Version 6 User Interface

Main Menu and Toolbar (v6)31 May 2006
Menus (v6)02 June 2006
Export to Text File dialog (v6)31 May 2006
Export 'pnot' data (v6 Mac)31 May 2006
Import Field Values dialog (v6)31 May 2006
Print dialog (v6)31 May 2006
Preferences dialog (v6)26 September 2007
Find dialog (v6)01 June 2006
Cataloging Options dialog (v6)31 May 2006
Advanced Cataloging Options dialog (v6)02 June 2006
Catalog Properties dialog (v6)31 May 2006
Catalog Administration dialog (v6)01 June 2006
Create Placeholder dialog (v6)31 May 2006
Customize Gallery dialog (v6)02 June 2006
Edit Field Values dialog (v6)31 May 2006
Edit Keywords dialog (v6)31 May 2006
Confirm Delete dialog (v6)31 May 2006
Change Path dialog (v6)09 August 2011
Item Properties dialog (v6)31 May 2006
Batch Rename dialog (v6)01 June 2006
Embed Digimarc ID dialog (v6)31 May 2006
Export QuickTime Movie dialog (v6)31 May 2006
Create Web Pages dialog (v6)31 May 2006
Palettes (v6)01 June 2006
Slideshow Options dialog (v6)31 May 2006
Slideshow controls dialog (v6)31 May 2006
Borders dialog (v6)31 May 2006
Saved Galleries dialog (v6)31 May 2006
Saved Views dialog (v6)31 May 2006
Background Cataloging dialog (v6)31 May 2006
Connect to Servers dialog (v6)31 May 2006
Administer Servers dialog (v6)31 May 2006
Catalog Access dialog (v6)31 May 2006
FolderSync dialog (v6)31 May 2006
Warning (unsaved Gallery) dialog (v6)31 May 2006
Welcome to Portfolio dialog (v6)31 May 2006
Edit Mapping dialog (v6)31 May 2006
Add to Portfolio context menu (v6)31 May 2006
Cataloging Status dialog (v5/v6)31 May 2006
Find Document Text Dialog (v6)31 May 2006
FolderSync pane (v6)14 April 2009

PortWeb (v6/v5)

Where is the PortWeb 6 manual?31 May 2006
Publicly accessible PortWeb sites01 June 2006
Known PortWeb hosts31 May 2006
PortWeb additional online information31 May 2006
What sort of access does the PortWeb "DLL" have to a Catalogue?31 May 2006
PortWeb - is Portfolio server needed?31 May 2006
A non-tech's guide to installing (IIS hosted) PortWeb02 June 2006
Is it necessary to have both Portfolio client and PortWeb on the server?31 May 2006
Design and Test (Windows)31 May 2006
Setting up a basic site using WebStar (Mac OS)01 June 2006
Can PortWeb access a Catalogue that has passwords set?02 June 2006
How many catalogues can PortWeb support?31 May 2006
PortWeb's Macro Language31 May 2006
What commands does PortWeb accept?31 May 2006
How do you link to Disk Previews from thumbnails?31 May 2006
How do you display Disk Previews instead of thumbnails?31 May 2006
How do you link to originals instead of Previews?31 May 2006
Can I play QuickTime movies as previews?31 May 2006
PortWeb's Collections - a Shopping Cart?31 May 2006
Can a user have multiple collections or share collections with other users?31 May 2006
Where does PortWeb store its templates?31 May 2006
General tips for using PortWeb templates31 May 2006
'PortWeb could not find the specified catalog'.31 May 2006
'There were no records matching your query'01 June 2006
PortWeb 'Cannot understand your request'31 May 2006
Can I format PortWeb's error strings?31 May 2006
How do you support multiple clients without them having access to each other's information?31 May 2006
What is 'Record ID' (RID)31 May 2006
Can I do incremental updates of my PortWeb-served Catalogue?31 May 2006
How do I clone a local Catalogue to a (remote) served Catalogue?01 June 2006
What are the max and min durations for Collection cookies?31 May 2006
Creating query strings01 June 2006
Can I pass user-defined parameters in queries?31 May 2006
Can I have user-defined error messages?01 June 2006
Do PortWeb queries allow wildcard searches?31 May 2006
Is there any hierarchy to PortWeb Finds?31 May 2006
Can I do a PortWeb Find based on more than one field?31 May 2006
Can I do a PortWeb Find (search) against more than one catalogue?31 May 2006
Can I extract a template I like from a PortWeb generated page?01 June 2006
Can I generate email from a URL custom field via PortWeb?31 May 2006
Can I create smaller thumbnails for my HTML pages - or re-scale them?31 May 2006
Can PortWeb do date-based searches?31 May 2006
How do I pre-set the height/width of IMG tags for thumbnails in templates?31 May 2006
Using the Extensis 'makeNewPath' script31 May 2006
Can I use RID as a query parameter?31 May 2006

HTML Templates (v6 and earlier)

What do Templates do?01 June 2006
Export to HTML - 1 - Overview31 May 2006
Export to HTML - 2 - Export using current settings31 May 2006
Export to HTML - 3 - Export using pre-saved settings31 May 2006
Editing your HTML templates01 June 2006
A template to match RIDs to image names31 May 2006
Editing Templates - caution when saving31 May 2006
How do I copy an existing template?31 May 2006
How do I get meta tags in my Templates?31 May 2006
Can Templates render a description under the thumbnail?02 June 2006
Problems saving imported Templates (v5.0)31 May 2006

Legacy Miscellaneous

Tech Requirements v6 & older02 July 2009
Differences between v6.x Clients (Mac/Win/MacX)31 May 2006
What's changed in v6?02 June 2006
v6 Client and Browser02 June 2006
Portfolio Solo31 May 2006
Extracting Metadata from files - changes from v5 to v631 May 2006
Portfolio v6.1 (OSX) AppleScript Library Listing01 June 2006
Portfolio v6.0x (OS9) AppleScript Library listing01 June 2006
Incorrect tell-back of focus in List View (v6/v5)31 May 2006
Problems with Ctrl+A selections (v6/5/4)31 May 2006
Keywords disappear when editing (v5/v6)01 June 2006
v5 Portfolio Network, Desktop and Browser02 June 2006
Exported thumbnail naming syntax (v/v6)15 April 2008
Where do I find the Powerfile CD jukebox patch? (v5)31 May 2006
'Find All' shortcut does not work on PCs with UK settings (v5)31 May 2006
Updating Width/Height fields (v4.x)01 June 2006

Advanced Search

Do an "Advanced" Search of PortfolioFAQ01 June 2006


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