All sources below were read on the access date shown, without credentials. Portfolio is self-hosted software, so there is no vendor-run tenant to probe; the only live checks were unauthenticated requests to public vendor web properties (S46, S73, S75, S78). The REST OpenAPI document and the SOAP WSDL were downloaded from the public documentation host (see API spec downloads). Help-center articles were enumerated through the public Zoho Desk knowledge-base listing (S46) and read individually.
| Id | Title | URL | Type | Accessed | Notes |
|---|---|---|---|---|---|
| S1 | Portfolio REST API — OpenAPI document (embedded in Swagger UI) | doc.extensis.com/api/portfolio/rest/extensis.js | Official | 2026-10-01 | OpenAPI 3.0.1, "Portfolio REST API" v1.0, 63 paths / 73 operations; file Last-Modified 2018-11-21; archived copies on DAM Wiki (API spec downloads) |
| S2 | Portfolio REST API reference (Swagger UI) | doc.extensis.com/api/portfolio/rest/index.html | Official | 2026-10-01 | Renders S1; "Try it out" disabled unless a server URL such as http://server-address:8090/api/openapi.json is entered |
| S3 | Portfolio API v1.0 (SOAP) documentation — home | doc.extensis.com/api/portfolio/index.html | Official | 2026-10-01 | SOAP + plain-HTTP operations; "API Code Reference 2.0r01"; © Celartem; marked deprecated by S9/S11 |
| S4 | Portfolio Asset Service WSDL (AssetService.zip) | doc.extensis.com/api/portfolio/resources/AssetService.zip | Official | 2026-10-01 | AssetSEIService.wsdl (79 operation names), file dated 2014-09-19; archived copy on DAM Wiki (API spec downloads) |
| S5 | SOAP API — Getting Started | doc.extensis.com/api/portfolio/GettingStarted.html | Official | 2026-10-01 | Login with RSA-encrypted password, session ID, Java/C#/PHP samples |
| S6 | SOAP API — Resources (client libraries) | doc.extensis.com/api/portfolio/downloads.html | Official | 2026-10-01 | WSDL, sample Java (dam-client.jar), C#, PHP, VB client libraries (2013–2015) |
| S7 | SOAP API — File Upload and Download | doc.extensis.com/api/portfolio/FileTransfer.html | Official | 2026-10-01 | FileTransfer/upload and FileTransfer/download servlet |
| S8 | Portfolio Server-Side Scripting — Script Interface | doc.extensis.com/api/portfolio-scripting/…/overview-summary.html | Official | 2026-10-01 | JavaScript scripts in data/custom-scripts, trigger points, cron schedules |
| S9 | Extensis — Explore Our Developer Resources | extensis.com/support/developers | Vendor | 2026-10-01 | REST + SOAP (deprecated), API "offered as a licensed add-on", scripting, MrSID SDKs |
| S10 | Portfolio DAM — Developers | portfoliodam.com/developers | Vendor | 2026-10-01 | REST is the primary API; scripting "no longer actively supported"; 30-day evaluation with full API access; LDAP SSO, DropZone, query-to-email |
| S11 | KB — The Portfolio API | help.portfoliodam.com/…/the-portfolio-api | Vendor | 2026-10-01 | Points to REST reference and deprecated SOAP docs; API support still via an Extensis form |
| S12 | KB — API Tokens | help.portfoliodam.com/…/api-tokens | Vendor | 2026-10-01 | Pseudo-user token used instead of a session ID; never times out; not counted against user connections |
| S13 | KB — Ports | help.portfoliodam.com/…/ports | Vendor | 2026-10-01 | 8090/9443 client, 8091/9453 admin; SSL needs a custom certificate |
| S14 | KB — What ports does Portfolio use? | help.portfoliodam.com/…/what-ports-does-portfolio-use | Vendor | 2026-10-01 | Full port list incl. PostgreSQL, Elasticsearch, Vault, Media Engine; licence host license.portfoliodam.com; older versions used cwsg.extensis.com and api.clarifai.com |
| S15 | KB — Roles | help.portfoliodam.com/…/roles | Vendor | 2026-10-01 | Catalog Administrator / Publisher / Editor / Reader + per-role permissions |
| S16 | KB — Configuring Active Directory | help.portfoliodam.com/…/configuring-active-directory | Vendor | 2026-10-01 | LDAP bind (389 / 636), daily sync |
| S17 | KB — Mapping users from Active Directory | help.portfoliodam.com/…/mapping-users-from-active-directory | Vendor | 2026-10-01 | Map AD users/groups to catalogs and roles |
| S18 | KB — Configuration quick start | help.portfoliodam.com/…/configuration-quick-start | Vendor | 2026-10-01 | Default admin password, AD, Kerberos-based Single Sign-On |
| S19 | KB — Portfolio Server Requirements and Recommendations | help.portfoliodam.com/…/portfolio-server-requirements-and-recommendations | Vendor | 2026-10-01 | Sizing table up to 10 M assets; EC2/Azure guidance; cloud only below ~1 M assets / 500 GB |
| S20 | KB — System requirements | help.portfoliodam.com/…/system-requirements | Vendor | 2026-10-01 | Server, Media Engine, Admin, Web, Desktop, NetPublish requirements (4.0.x era) |
| S21 | KB — Portfolio system types | help.portfoliodam.com/…/portfolio-system-types | Vendor | 2026-10-01 | Server, Media Engine, Administration, Web, Desktop, NetPublish |
| S22 | KB — Licensing Portfolio | help.portfoliodam.com/…/licensing-portfolio | Vendor | 2026-10-01 | Activation, 30-day trial, seats / asset count / features, port 443 |
| S23 | KB — Portfolio DAM Product Licensing: Customer Guidance | help.portfoliodam.com/…/portfolio-dam-product-licensing-customer-guidance | Vendor | 2026-10-01 | Account-based subscription; seats, asset limits, add-on modules; read-only grace period on expiry (updated 2026-09-16) |
| S24 | KB — Smart Keywords | help.portfoliodam.com/…/smart-keywords | Vendor | 2026-10-01 | 1–20 keywords, confidence 1–100, engines incl. NSFW, languages |
| S25 | KB — Media Engines | help.portfoliodam.com/…/media-engines | Vendor | 2026-10-01 | Built-in + licensed external Media Engines; conversions, watermarks, video/GIS |
| S26 | KB — Portfolio catalogs | help.portfoliodam.com/…/portfolio-catalogs | Vendor | 2026-10-01 | Vault vs Watch Folder catalogs, versioning, AutoSync |
| S27 | KB — NetPublish and Site Builder | help.portfoliodam.com/…/netpublish · site-builder | Vendor | 2026-10-01 | Gallery-to-website publishing on ports 8085/8095 |
| S28 | KB — Asset versions; Checking out assets | help.portfoliodam.com/…/asset-versions · checking-out-assets | Vendor | 2026-10-01 | Vault-only versioning, check-out/check-in |
| S29 | KB — Reports | help.portfoliodam.com/…/reports | Vendor | 2026-10-01 | 10 report types |
| S30 | KB — Mobile uploading | help.portfoliodam.com/…/mobile-uploading | Vendor | 2026-10-01 | Portfolio Flow app for iOS/Android |
| S31 | KB — Ingest settings | help.portfoliodam.com/…/ingest-settings | Vendor | 2026-10-01 | Keywords from path, exclusions, managed upload, previews |
| S32 | KB — Understanding field types | help.portfoliodam.com/…/understanding-field-types | Vendor | 2026-10-01 | Date/Time, Decimal, Number, Text (2,000 chars), Text Block… |
| S33 | KB — Custom XMP namespaces | help.portfoliodam.com/…/custom-xmp-namespaces | Vendor | 2026-10-01 | Custom namespaces and metadata definitions |
| S34 | KB — Supported file and camera Raw formats | help.portfoliodam.com/…/supported-file-and-camera-raw-formats-in-portfolio | Vendor | 2026-10-01 | Per-format preview / convert / extract / embed matrix |
| S35 | KB — Using Map view | help.portfoliodam.com/…/using-map-view | Vendor | 2026-10-01 | GPS / bounding-box search |
| S36 | KB — Backups | help.portfoliodam.com/…/backups | Vendor | 2026-10-01 | Database backup excludes assets and previews; server stops during backup |
| S37 | KB — Using Portfolio in a remote work or hybrid workplace | help.portfoliodam.com/…/using-portfolio-in-a-remote-work-or-hybrid-workplace-9-7-2026 | Vendor | 2026-10-01 | VPN or public-facing server; ports 8090/8091 |
| S38 | KB — Watch Folders; Uploading files | help.portfoliodam.com/…/watch-folders · uploading-files | Vendor | 2026-10-01 | Sync modes, vault upload |
| S39 | KB — Batch Process; Jobs | help.portfoliodam.com/…/batch-process · jobs | Vendor | 2026-10-01 | Convert/rename/destination; jobs kept 24 h |
| S40 | KB — Email notifications | help.portfoliodam.com/…/email-notifications | Vendor | 2026-10-01 | SMTP configuration |
| S41 | KB — Enabling scripts in Portfolio 4.0.1 and later | help.portfoliodam.com/…/enabling-scripts-in-portfolio-4-0-1-and-later | Vendor | 2026-10-01 | CVE-2022-24252 fix restricts scripting; opt-out preference |
| S42 | KB — Portfolio Desktop Client: macOS Support (Apple Silicon & Rosetta) | help.portfoliodam.com/…/portfolio-desktop-client-macos-support-with-apple-silicon-and-rosetta-2 | Vendor | 2026-10-01 | Rosetta-only today; native Apple Silicon on the roadmap, no date |
| S43 | KB — Data collection in Portfolio — FAQ | help.portfoliodam.com/…/data-collection-in-portfolio-frequently-asked-questions | Vendor | 2026-10-01 | Asset data stays on-premise; crash reports/analytics opt-out |
| S44 | KB — Upgrading to Portfolio 4.x | help.portfoliodam.com/…/upgrading-to-portfolio-4-x-9-7-2026 | Vendor | 2026-10-01 | Direct upgrade only from 3.6.3; restore path for 2016–3.6.2 |
| S45 | Portfolio DAM Knowledge Base (home) | help.portfoliodam.com/portal/en/kb/portfoliodam | Vendor | 2026-10-01 | Zoho Desk help center (old URL portfoliodam.zohodesk.com redirects here); 10 categories. Also cited for individual client articles not listed separately: QuickFind, Advanced Find, Creating a smart gallery, Making a gallery public or private, Custom catalog templates, Editing asset properties, Flagging & starring, PDF contact sheets, Connecting to Portfolio, Web login customization, CR3 previews on Windows |
| S46 | Knowledge-base article listing (public Zoho Desk portal API) | help.portfoliodam.com/portal/api/kbArticles | Observed | 2026-10-02 | 143 public articles, created 2026-07-09 to 2026-09-16 (migrated from the Extensis help center); re-enumerated 2026-10-02 (143 articles; Courses = Beginner 6, Intermediate 7, Advanced 4) |
| S47 | Portfolio DAM — home page | portfoliodam.com | Vendor | 2026-10-02 | On-premise positioning, deployment options, version 4.1.1, named customers; extensis.com/portfolio redirects here |
| S48 | Portfolio DAM — Customer Stories | portfoliodam.com/customer-stories | Vendor | 2026-10-01 | 6 stories |
| S49 | Portfolio DAM — World Bank story | portfoliodam.com/world-bank | Vendor | 2026-10-01 | 12,000+ users; undated |
| S50 | Portfolio DAM — Partners | portfoliodam.com/partners | Vendor | 2026-10-02 | Stories ≈1% of deployments; consultants and integrators |
| S51 | Portfolio DAM — Resellers | portfoliodam.com/resellers | Vendor | 2026-10-02 | Shared reseller channel with Axle AI |
| S52 | Portfolio DAM blog — Beta Release of Portfolio DAM 4.1.1 | portfoliodam.com/portfolio-4-1-1 | Official | 2026-10-01 | Tomcat 9.0.115, Azul JRE 1.8.0_481, Windows 10/11 desktop servers, Electron clients; ≥2 releases planned in 2026; post undated (around March 2026 per S57) |
| S53 | Portfolio DAM blog — SAA Annual Meeting & Expo 2026 | portfoliodam.com/portfolio-dam-is-heading-to-the-saa-annual-meeting-expo-2026 | Vendor | 2026-10-01 | ARCHIVES*RECORDS 2026, New Orleans, 2026-07-29 to 08-01 |
| S54 | Portfolio DAM — Axle AI acquisition press release | portfoliodam.com/portfolio-press-release | Vendor | 2026-10-01 | 2026-03-09, Woburn MA; Portfolio DAM, LLC; product manager Richard Bamford |
| S55 | Extensis newsroom — Axle AI Acquires Extensis Portfolio | extensis.com/newsroom/axle-ai-acquires-extensis-portfolio-digital-asset-management-solution | Vendor | 2026-10-01 | Seller-side release; on-premise plus cloud and hybrid options |
| S56 | Monotype — Axle AI Acquires Extensis Portfolio DAM | monotype.com/company/press-release/axle-ai-acquires-extensis-portfolio-dam | Vendor | 2026-10-01 | Monotype keeps font products; DAM moves to Axle AI |
| S57 | EIN Presswire — Axle AI Acquires Portfolio DAM Software from Extensis | einpresswire.com/article/898403307/… | Vendor | 2026-10-01 | Wire version dated 2026-03-10; "over 1,500 customer sites"; 4.1.1 beta; Windows 10/11 for 5–10-user workgroups |
| S58 | EIN Presswire — Portfolio DAM Software and ICScolor launch bundles | einpresswire.com/article/943124735/… | Vendor | 2026-10-01 | 2026-09-17; turnkey bundles USD 5,995–18,995/yr; Connectr; Axle AI Tags; "over 500 enterprise sites" |
| S59 | Monotype — Monotype Announces Acquisition of Extensis | monotype.com/company/press-release/monotype-announces-acquisition-extensis | Vendor | 2026-10-01 | 2024-11-18; Portfolio not mentioned |
| S60 | Extensis — 30th anniversary / Creative Intelligence Suite | extensis.com/newsroom/…/extensis-marks-30th-anniversary… | Vendor | 2026-10-01 | 2023-10-11; founded 1993 in Portland; Extensis Connect |
| S61 | Wikipedia — Extensis | en.wikipedia.org/wiki/Extensis | Third-party | 2026-10-01 | ImageX 2000, Celartem 2002, DiamondSoft 2003; "Celartem, Inc. dba Extensis" |
| S62 | Wikipedia — Aldus Corporation | en.wikipedia.org/wiki/Aldus_Corporation | Third-party | 2026-10-01 | Lists Fetch, linked to Extensis Portfolio |
| S63 | Adobe Wiki (Fandom) — Adobe Fetch | adobe.fandom.com/wiki/Adobe_Fetch | Third-party | 2026-10-01 | Fetch acquired by Extensis 1996-07-01, later renamed Portfolio; community wiki, low confidence |
| S64 | Extensis — Portfolio 4 Support | extensis.com/support/portfolio-4/ | Vendor | 2026-10-01 | 4.0.1 installers, Flow apps, admin/client guides, REST/SOAP links (© 2025 Monotype) |
| S65 | Extensis — Portfolio 4 Release Notes | extensis.com/support/portfolio-4/release-notes | Official | 2026-10-01 | 4.0.0 and 4.0.1 changes; five CVEs fixed in 4.0.1 |
| S66 | Extensis blog — What's New With Extensis Portfolio | extensis.com/extensis-blog/whats-new-with-portfolio | Vendor | 2026-10-01 | Portfolio 4.0, June 2021 |
| S67 | Extensis — Portfolio 2016 Release Notes | extensis.com/support/portfolio-2016/release-notes | Official | 2026-10-01 | v2.0–2.5.3: Vault, Smart Keywords (2.5.1), MrSID; undated |
| S68 | Extensis — Portfolio Workflow Automation announcement | extensis.com/newsroom/…/extensis-unveils-portfolio-workflow-automation… | Vendor | 2026-10-01 | 2018-01-30; Corbit engine by Laidback Solutions AB |
| S69 | Cyber Advisors (White Oak Security) — Extensis Portfolio Vulnerability Disclosure | blog.cyberadvisors.com/…/extensis-portfolio-vulnerability-disclosure | Third-party | 2026-10-01 | 2022-02-17; 5 CVEs in 3.6.3 and 4.0 |
| S70 | CreativePro — Extensis Releases Portfolio Server 9 | creativepro.com/extensis-releases-portfolio-server-9/ | Third-party | 2026-10-01 | 2009-06-30; historic list prices |
| S71 | 3f8h.net — Extensis is now Monotype Connect | 3f8h.net/en/stories/extensis-is-now-monotype-connect/ | Third-party | 2026-10-01 | Reseller note: Connect rebrand spring 2026; Portfolio contracts and pricing unchanged after the sale |
| S72 | Axle AI — home page | axle.ai | Vendor | 2026-10-02 | MAM products, Axle AI Tags, Connectr; "over 1,000 media teams"; axle.ai redirects to www.axle.ai; its "Axle Academy" link opens the YouTube playlist S87 |
| S73 | Apple App Store lookup — Portfolio Flow | itunes.apple.com/lookup?id=731629362 | Observed | 2026-10-01 | Version 1.7.1, last updated 2017-12-01, seller Extensis |
| S74 | GitHub — community repositories for the Portfolio API | github.com/search?q=extensis+portfolio | Third-party | 2026-10-01 | e.g. jelmore49/extensis-portfolio-api-samples (2022), jamesgrace scripting/REST samples (2021), tomasc/extensis_portfolio (2016) |
| S75 | GitHub — Extensis organization | github.com/Extensis | Observed | 2026-10-01 | 25 public repos, mostly forks; no Portfolio SDK |
| S76 | Extensis Portfolio 4 Administration help — The Portfolio API | helpdocs.extensis.com/…/29_api.htm | Vendor | 2026-10-01 | Legacy admin guide (© 2014–2022 Celartem dba Extensis) |
| S77 | Portfolio DAM — Terms of Use | portfoliodam.com/terms-of-use | Vendor | 2026-10-01 | Legal entity Portfolio DAM, LLC |
| S78 | Probes of public vendor URLs | portfoliodam.com/llms.txt, extensis.com/llms.txt, portfoliodam.com/sitemap.xml, license.portfoliodam.com | Observed | 2026-10-01 | All returned HTTP 404 (no llms.txt) |
| S79 | KB — Portfolio Glossary | help.portfoliodam.com/…/portfolio-glossary | Vendor | 2026-10-01 | Kerberos-based SSO, Font Sense, terms |
| S80 | KB — Internet Access: Firewall + Reverse Proxy Considerations | help.portfoliodam.com/…/internet-access-firewall-reverse-proxy-considerations | Vendor | 2026-10-01 | Port forwarding / SSL patterns; keep Administration off the Internet |
| S81 | KB — Portfolio checklist | help.portfoliodam.com/…/portfolio-checklist | Vendor | 2026-10-01 | SSO requires Windows server + Active Directory (Service Principal Name) |
| S82 | KB — Catalog fields | help.portfoliodam.com/…/catalog-fields | Vendor | 2026-10-01 | Built-in field categories incl. Extensis Font Sense |
| S83 | KB — Courses category | help.portfoliodam.com/portal/en/kb/portfoliodam/courses | Vendor | 2026-10-02 | 17 public text lessons for client users (Beginner/Intermediate/Advanced); no assessment or certificate |
| S84 | KB — Looking for guides and tutorials on Portfolio? | help.portfoliodam.com/…/looking-for-guides-and-tutorials-on-portfolio-9-7-2026 | Vendor | 2026-10-02 | Points users to the Courses category (S83) |
| S85 | Axle AI — Axle Academy | axleai.com/axle-academy | Vendor | 2026-10-02 | Tutorials and live-training request form for Axle AI MAM products; no Portfolio content, no certification |
| S86 | Axle AI — How to Become a Reseller | axleai.com/resellers | Vendor | 2026-10-02 | Reseller benefits: discounts, customized individual training, early access; no certification |
| S87 | YouTube — "Axle Academy 2023" playlist (Axle AI) | youtube.com/playlist?list=PLiVO5HvQZyMivYVirvpNNZJgsqjj7_Oai | Observed | 2026-10-02 | 27 videos; no Portfolio title found |
| S88 | Extensis — Partner Programs | extensis.com/partners | Vendor | 2026-10-02 | Reseller / referral programme with channel-manager 1:1 training; font and asset management wording, no mention of Portfolio |
| S89 | 3f8h.net — Portfolio DAM: On-Premise under Axle AI | 3f8h.net/en/products/portfolio-dam-on-premise-digital-asset-management/ | Third-party | 2026-10-02 | Reseller page: offers administrator and end-user training, support in German and English |
Not accessible
- Extensis help center (Zendesk) Portfolio articles —
help.extensis.com/hc/…links that remain in many Portfolio KB articles now redirect to Monotype's Connect support site (help.monotype.com/connectsupport); Portfolio articles were migrated to S45. Older article IDs cannot all be resolved. - Portfolio Administration / Client guides (helpdocs.extensis.com, 4.0) — still online (S76) but frozen at the Extensis era; not re-read page by page.
- Current price list, order forms, licence terms (EULA) — Not public; obtained through sales or resellers.
- Portfolio 4.1.1 release notes and installers — 4.1.1 is announced as a beta (S52); no public release-notes page or download was found.
- Any security certification or penetration-test report for Portfolio DAM, LLC — none found (Unknown).
- Axle AI company profile (
axle.ai/aboutreturned 404) — founding year 2018 taken from S54 only.