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HCL Digital Experience Product Documentation
Welcome to the product documentation for HCL Digital Experience. Find information about how to install, configure, maintain, and use HCL Web Content Manager and HCL Portal Server, Enable, and Extend solutions.
HCL Digital Experience 8.5
Learn how to install, configure, troubleshoot, maintain, and use Version 8.5 of HCL Web Content Manager and HCL Portal Server, Enable, and Extend.
Configuring
Run the following tasks after you install and deploy HCL Digital Experience. They address tasks that are typically run one time and have a global effect. Some configuration changes are made more frequently or do not have a global effect. These tasks are addressed in the Administering section.
HCL Connections
HCL Connections portlets give the HCL Digital Experience users access to more collaboration and social networking features such as activities, blogs, and bookmarks.
Configure HCL Portal to work with HCL Connections
Integrate the power of HCL Connections with HCL Portal application.
Optional and recommended configuration
Depending on your deployment, follow these steps to optimize the HCL Connections portlets.
Configuring search integration
HCL Connections search integration in HCL Digital Experience allows users to do search queries and view query results for HCL Connections content within the context of their portal environment.
Setting the Search Scope
Define search scopes for the content from HCL Connections that is returned from a search in HCL Digital Experience applications.

HCL Digital Experience Product Documentation
Welcome to the product documentation for HCL Digital Experience. Find information about how to install, configure, maintain, and use HCL Web Content Manager and HCL Portal Server, Enable, and Extend solutions.
- HCL Digital Experience 9.5
- HCL Digital Experience 9.5 [Legacy Content]
- HCL Digital Experience 9.0
  Learn how to install, configure, troubleshoot, maintain, and use Version 9.0 of HCL Web Content Manager and HCL Portal Server, Enable, and Extend.
- HCL Digital Experience 8.5
  Learn how to install, configure, troubleshoot, maintain, and use Version 8.5 of HCL Web Content Manager and HCL Portal Server, Enable, and Extend.
  - Overview
    HCL Digital Experience (formerly IBM WebSphere Portal and IBM Web Content Manager) empowers you to create, manage, and deliver engaging omnichannel digital experiences to virtually all audiences with responsive content, targeted offers, seamlessly integrated applications, and consistent branding across channels (web, mobile. and hybrid mobile/web applications and more).
  - Roadmaps to deploy your system
    Review the roadmaps to understand the common deployment, configuration, migration, and integration patterns.
  - Roadmaps to create your website
    Review the roadmaps to understand how to create your website.
  - Online Help
    This Online Help is made available in the HCL Digital Experience Help Center for quick references on how to install, configure, maintain, and use HCL Digital Experience.
  - Installing
    HCL Digital Experience provides flexible deployment options that range from proof-of-concept where you can examine and test functionality to a highly available and scalable production environment. Review the planning information to learn more about hardware and software requirements, high availability, scalability, supported topologies, and much more. Select your operating system and then select the installation pattern that most reflects your business needs.
  - Configuring
    Run the following tasks after you install and deploy HCL Digital Experience. They address tasks that are typically run one time and have a global effect. Some configuration changes are made more frequently or do not have a global effect. These tasks are addressed in the Administering section.
    - Configuration Wizard
      Use the Configuration Wizard to set up stand-alone servers and new deployments, create clusters, migrate and update to new versions, and add new capabilities to existing deployments.
    - Setting up a stand-alone server
      Use the Configuration Wizard to set up a stand-alone server. A stand-alone server is useful for different environments, such as a content authoring environment, test environment, and more.
    - Setting up a cluster
      Use the Configuration Wizard to set up either a dynamic or static horizontal cluster.
    - Tune your environment
      HCL Digital Experience is not tuned for a production environment by default. Complete the steps in the Performance Tuning Guide to optimize performance.
    - Web servers
      HCL Digital Experience uses the internal HTTP transport within IBM WebSphere Application Server to handle requests. However, because WebSphere Application Server also supports the use of an external web server, you can access HCL Portal from your web server. You can use a local web server on the same server as HCL Portal or you can use a remote web server on a different server. A remote web server is typical for a production environment or other high-traffic configuration and is also typically placed in DMZ outside a firewall to protect portal ports.
    - HCL Portal
      First, finish your HCL Digital Experience deployment with the Configuration Wizard. Then, you can configure your environment further. For example, you can tune your servers to improve performance. You can change the default context root.
    - HCL Web Content Manager
      Set up a content server by installing HCL Web Content Manager in various deployments to provide robust and flexible environments for web content development and delivery. After you install the content server, more configuration steps must be completed according to the role that the server plays in your web content environment.
    - Syndication
      Use syndication to replicate web content library data from one server to another server. Syndication is based on a syndicator and subscriber relationship. The syndicator has the current data. The subscriber received the current data from the syndicator.
    - Database Management Systems
      Configure the connection between HCL Digital Experience and your database management system. The Database Transfer configuration option in the Configuration Wizard assigns users and permissions, creates databases, obtains support for database collation, and transfers your database.
    - User registry
      User information is stored in your user registry. You can enable LDAP referrals, configure HCL Digital Experience to use dynamic groups, update your user registry, or delete your user registry configurations.
    - Search
      You use Portal Search to search for text that is displayed in websites that are created by HCL Web Content Manager.
    - Document Conversion Services
      Document Conversion Services are used when you work with HCL Web Content Manager authoring, previewing, and search.
    - Setting up a remote spell checker
      Using a local spell checker is not supported. You cannot run spell checker on 64-bit systems. Instead, you must install and configure spell checker on a remote application server and access that server from the local HCL Portal server.
    - HCL Connections
      HCL Connections portlets give the HCL Digital Experience users access to more collaboration and social networking features such as activities, blogs, and bookmarks.
      - Configuring Portal to work with HCL Connections
        For HCL Portal to work with HCL Connections you must configure the portal Ajax proxy, and set up single sign-on.
      - Configure HCL Portal to work with HCL Connections
        Integrate the power of HCL Connections with HCL Portal application.
        Configure HCL Connections on-premise
        Bring the power of HCL Connections to your portal applications.
        Configure HCL Connections on Cloud
        Bring the power of HCL Connections to your portal applications.
        Configuring common Directory Services for your security configuration
        Configure the common Directory Services to work with your security configuration.
        Configuring the Ajax proxy to allow FileNet requests
        Configure the Ajax proxy so that direct requests that the CCM portlet makes to the FileNet server are allowed to pass through the proxy server.
        Testing the Ajax proxy configuration
        Test the configuration of the application-specific Ajax proxy to manage authentication for the HCL Connections portlets.
        Optional and recommended configuration
        Depending on your deployment, follow these steps to optimize the HCL Connections portlets.
        Community Pages
        Integrate HCL Connections Communities into your Portal site to enhance your portal's social collaboration capabilities.
        Configuring search integration
        HCL Connections search integration in HCL Digital Experience allows users to do search queries and view query results for HCL Connections content within the context of their portal environment.
        Deploying search integration prerequisites
        Follow these steps to configure search integration.
        Configuring search with Remote Content Server Search Service Type (RCSS)
        Use the Remote Content Server Search Service Type (RCSS) to implement live search for HCL Connections content from an HCL Portal application.
        Additional configuration to support the HTTPS protocol
        If you are using the HTTPS security protocol with RCSS, you must import a certificate to support that configuration.
        Configuring a search collection
        Search Collections use a seedlist framework to crawl and index all of the HCL Connections data locally on an HCL Portal server.
        Setting the Search Scope
        Define search scopes for the content from HCL Connections that is returned from a search in HCL Digital Experience applications.
        Addressing HCL Connections content from a portlet
        Use custom URIs to identify, access, and display HCL Connections in a portlet.
      - Import SSL certificate to set up trust association
        To prevent security alert pop-up windows, add HCL Connections certificates to your portal server. The signer certificate that is used by the HCL Connections server must be trusted by the portal server. The instructions for deploying the HCL Connections portlets include a procedure to import the SSL certificate. If you did not complete that procedure, you must import the certificate to use community pages. For best results, follow the procedures that are provided in the HCL Connections documentation.
      - Configuring HCL Connections features
        Configure the features that site visitors need to use from your portal site.
      - Configuring community pages
        Configure how you want community pages access to work in your portal site. For example you can configure community pages to automatically grant access to the page, how many child pages affected by community associations, and more.
      - Configuring Portal to work with HCL Connections in SmartCloud for Social Business
        The HCL Connections integration assets that are used to integrate HCL Portal with on-premise HCL Connections can be used to integrate HCL Portal with HCL Connections in SmartCloud for Social Business as well.
    - Reference: Configuration properties
      For your convenience, the properties files that are used to configure HCL Digital Experience are included in the product documentation. Information that is specified in the properties files is used to configure databases, LDAP integration, security, including external security managers, and more.
  - Backup and restore
    Backup and recovery of data files and databases is an essential operation for any business system, particularly for data and applications that run in production environments. Create and follow a plan for backing up and recovering data on all tiers of your HCL Digital Experience deployment. IBM Installation Manager must also be included in backup and recovery planning. If you back up the HCL Portal file structure and then install a fix pack, your HCL Digital Experience and IBM Installation Manager become out of sync after you restore the HCL Portal file system. This condition is not recoverable.
  - Migrating
    Successful migration requires significant planning and preparation, understanding the tools that are involved, and careful execution of the appropriate steps in the order provided.
  - Integrating
    Integrate HCL Digital Experience with software such as HCL Sametime to enable your users to collaborate more easily. You can also use the unified task list portlet to integrate HCL with your backend business process software, such as IBM Process Server.
  - Administering
    Use the administration tools that are provided with the portal to do various day-to-day administration tasks. There are two methods for editing portal setup: using the administration portlets or the XML configuration interface. The administration portlets are a convenient way to make real-time updates to the portal's configuration. While the XML configuration interface is suited to more advanced administration, including batch processing of updates.
  - Securing
    Security tasks include setting up property extension databases and custom user repositories, configuring and activating SSL, and configuring authentication. In addition, tasks such as activating Federal Information Processing Standards (FIPS) and NIST SP800-131a security modules and configuring external security managers such as Security Access Manager might be required to secure your portal environment.
  - Monitoring
    HCL Portal includes tools and features to help you monitor the portal site.
  - Setting up a website
    Setting up a website includes, creating pages, adding navigation, setting up search, and adding content to the site. Themes are used to customize the portal's look-and-feel. Out-of-the-box templates and the site wizard can help you set up your portal site faster. You can add wikis and blogs to your site and let users tag and rate content on your site.
  - Staging to production
    During portal solution development, the solution is initially developed, tested, and refined on one server or a limited number of servers. The solution is deployed later on live systems, referred to as the production environment. The process of moving the solution from the development environment to the production environment is called staging.
  - Developing
    This section includes developer documentation on extending applications and development assets for HCL Portal and HCL Web Content Manager.
  - Troubleshooting
    This section helps you resolve problems, use diagnostic tools and tracing to capture HCL Digital Experience system errors.
  - Reference
    View information that can help you use the Digital Experience Help Center including directory conventions, terms of use, trademarks, a glossary, and more.
  - Glossary
    This glossary includes terms and definitions for HCL Digital Experience.
  - Content Template Catalog 4.4
    The Content Template (CTC) is a set of templates that accelerate the process of building a website.

Setting the Search Scope | HCL Digital Experience

Define search scopes for the content from HCL Connections that is returned from a search in HCL Digital Experience applications.

About this task

After the service or collection is defined, you can optionally define search scopes to make available to users. A search scope defines different levels of granularity at which the search is executed from the Portal user interface.

Procedure

To open the Manage Search portlet, click the Administration menu icon. Then, click Search Administration > Manage Search.
In the Manage Search section, click Search Scope.
Click New Scope.
Specify a name for the scope and click Select Location to select the services and collections to include.
This view enables you to mix and match various services and content sources and to define the granularity of the search scope.