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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.
Content Template Catalog 4.4
The Content Template (CTC) is a set of templates that accelerate the process of building a website.
Upgrade and Migration of Content Template
Content Template Catalog 4.4 is an update to Content Template 4.3, 4.2, 4.1.x, 4.0, and 3.x. When installed on an existing system, the newer version updates existing assets and installs new assets.
Post upgrade steps
After you install the most recent version of Content Template Catalog, you will need to complete some additional steps to complete the upgrade.
Upgrading to use the Setup Index Filter component
A new Setup Index Filter component is available that supersedes the old Index Filter component.

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.
  - 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.
    - Content Template overview
      You can use Content Template Catalog to mock up a site quickly or to build the skeleton of a site as a basis for further development. By using the templating patterns that Content Template Catalog is built on, you can supply a customized system for your users that lets them build their own sites. Content Template 4.4 requires HCL Digital Experience 8.5 with CF08 or higher installed.
    - Roadmaps for Content Template Catalog
      These roadmaps are designed to help you get started with Content Template Catalog.
    - Planning to use Content Template
      You must install Content Template Catalog on all servers you plan to use to develop, demonstrate, manage, or deliver a site that uses Content Template page templates and portlets.
    - First-time installation of Content Template
      The Content Template Catalog is installed with everything you need to build a site. You can also install the demonstration site to learn from seeing the design of a working site.
    - Upgrade and Migration of Content Template
      Content Template Catalog 4.4 is an update to Content Template 4.3, 4.2, 4.1.x, 4.0, and 3.x. When installed on an existing system, the newer version updates existing assets and installs new assets.
      - Upgrade preparation
        Before you upgrade, you need to prepare your system to be ready to install the new version of Content Template.
      - Upgrade installation steps
        Follow these steps to install a new version of Content Template. By upgrading, you can preserve the content that is already created in any existing Content Template sites.
      - Post upgrade steps
        After you install the most recent version of Content Template Catalog, you will need to complete some additional steps to complete the upgrade.
        Upgrade you site to Dojo 1.9
        Content Template 4.4 requires Dojo 1.9. When you upgrade to Content Template 4.4, you must also upgrade to Dojo 1.9.
        How to preserve theme and layout changes after you upgrade from 3.x
        If you are upgrading to Content Template 4.4 from version 3.x, to make an existing theme or layout work with the new Content Template layouts and themes, some changes are required.
        Preserving theme and layout changes after upgrading from 4.1.x
        If you are upgrading to Content Template 4.4 from version 4.1.x, to make an existing theme or layout work with the new Content Template layouts and themes, some changes are required.
        How to upgrade a custom theme
        When upgrading, only the default HCL Portal theme is upgraded. If you have previously created any custom themes, you need to make these changes to access the new features in Content Template.
        Breadcrumbs and top-level site areas
        This step applies to 3.x to 4.4 and 4.0 to 4.4 upgrades only. Breadcrumbs were updated in Content Template version 4.1 to display navigation from the top-level down, and to also recognize the Hide from navigation setting on all levels of the site framework. You need to update existing sites that use an extra top-level site if you do not want this to display in the site navigation.
        Upgrading to use the Setup Index Filter component
        A new Setup Index Filter component is available that supersedes the old Index Filter component.
        Enabling anonymous search
        For websites that allow anonymous users to view the site, you need to configure search to allow anonymous users to search your site.
    - Customizing sites built with Content Template
      When you customize Content Template Catalog components, you make your website unique, with its own style, user interface, and authoring environment.
    - How to deploy sites built with Content Template
      The templates in Content Template Catalog help you build a site, with all the necessary content types, templates, and components. Use these templates as a base for your site and then customize it to place the site into the business context of an organization.
    - How to apply the multilingual solution to Content Template sites
      The HCL Web Content Manager Multilingual Solution consists of patterns, tools, and plug-ins for creating and managing multi-language and multi-locale sites.
    - Assets contained in the Content Template
      This is a reference guide for the assets that are delivered with the Content Template.
    - Troubleshooting Content Template sites
      Use the tips in this section to troubleshoot a site that is built with Content Template Catalog templates.
    - How to remove Content Template
      The procedure for removing Content Template Catalog varies depending on which components you installed, if you installed it on virtual portals, and if you added your own pages or templates.

Upgrading to use the Setup Index Filter component | HCL Digital Experience

A new Setup Index Filter component is available that supersedes the old Index Filter component.

About this task

To use the new Setup Index Filter component, follow these steps:

Procedure

Open the applications menu and go to Content > Web Content Authoring.
Go to CTC Design > Components > Fragments
Select (OBSOLETE) Index Filter and click View References.
All the content items that reference this component are displayed. Click Manage References.
Select the content that you want to update, and then click Replace Reference.
Select CTC Design > Fragments > Setup Index Filter.
Click OK.