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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.
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.
Manual Steps: Database Transfer option in the Configuration Wizard
The database transfer option in the Configuration Wizard includes manual steps. Some manual steps include scripts for you or your database administrator to run. For reference only, you can see the manual steps in this section of the product documentation. Use the Configuration Wizard to complete the deployment configuration. The wizard generates specific instructions and scripts based on your unique input.
Database transfer: Create database users and groups
Manual steps from the Configuration Wizard are included in HCL Digital Experience Product Documentation for reference and for advanced users. The procedure includes variables and steps for different databases. When you use the wizard to configure your deployment, it replaces the variable with information that you provided in the wizard. It also shows only the steps that are specific to your environment. The instructions that the wizard generates are specific to your environment.

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.
      - DB2: Database transfer
        Your portal is installed with an Apache Derby database. The database that is immediately available for use is good for demonstration and portlet and theme development environments. Otherwise, you must configure portal to use a production-level database. Use the Configuration Wizard to transfer the data and configure a new database server.
      - IBM DB2: Database transfer
        Your portal is installed with an Apache Derby database. The database that is immediately available for use is good for demonstration and portlet and theme development environments. Otherwise, you must configure portal to use a production-level database. Use the Configuration Wizard to transfer the data and configure a new database server.
      - DB2 z/OS: Database transfer
        Your portal is installed with an Apache Derby database. The database that is immediately available for use is good for demonstration and portlet and theme development environments. Otherwise, you must configure portal to use a production-level database. Use the Configuration Wizard to transfer the data and configure a new database server.
      - SQL: Database transfer
        Your portal is installed with an Apache Derby database. The database that is immediately available for use is good for demonstration and portlet and theme development environments. Otherwise, you must configure portal to use a production-level database. Use the Configuration Wizard to transfer the data and configure a new database server.
      - Oracle: Database transfer
        Your portal is installed with an Apache Derby database. The database that is immediately available for use is good for demonstration and portlet and theme development environments. Otherwise, you must configure portal to use a production-level database. Use the Configuration Wizard to transfer the data and configure a new database server.
      - Manual Steps: Database Transfer option in the Configuration Wizard
        The database transfer option in the Configuration Wizard includes manual steps. Some manual steps include scripts for you or your database administrator to run. For reference only, you can see the manual steps in this section of the product documentation. Use the Configuration Wizard to complete the deployment configuration. The wizard generates specific instructions and scripts based on your unique input.
        Database transfer: Create database users and groups
        Manual steps from the Configuration Wizard are included in HCL Digital Experience Product Documentation for reference and for advanced users. The procedure includes variables and steps for different databases. When you use the wizard to configure your deployment, it replaces the variable with information that you provided in the wizard. It also shows only the steps that are specific to your environment. The instructions that the wizard generates are specific to your environment.
        Database transfer: Create database runtime users and groups
        Manual steps from the Configuration Wizard are included in HCL Digital Experience Product Documentation for reference and for advanced users. The procedure includes variables and steps for different databases. When you use the wizard to configure your deployment, it replaces the variable with information that you provided in the wizard. It also shows only the steps that are specific to your environment. The instructions that the wizard generates are specific to your environment.
        Database transfer: Create database users and groups for DB2 for i
        Manual steps from the Configuration Wizard are included in HCL Digital Experience Product Documentation for reference and for advanced users. The procedure includes variables and steps for different databases. When you use the wizard to configure your deployment, it replaces the variable with information that you provided in the wizard. It also shows only the steps that are specific to your environment. The instructions that the wizard generates are specific to your environment.
        Database Transfer: Granting privileges to database users for DB2 for i
        Configuration and runtime database users are granted a different set of privileges, depending on whether these users are schema owners or not. You can create a copy of the SQL scripts and edit this copy to manually grant permissions to configuration and runtime database users.
        Database transfer: Create database configuration users and groups for DB2 for z/OS
        Manual steps from the Configuration Wizard are included in HCL Digital Experience Product Documentation for reference and for advanced users. The procedure includes variables and steps for different databases. When you use the wizard to configure your deployment, it replaces the variable with information that you provided in the wizard. It also shows only the steps that are specific to your environment. The instructions that the wizard generates are specific to your environment.
        Database transfer: Download the script and view instructions to delete existing databases for DB2 for z/OS
        Manual steps from the Configuration Wizard are included in HCL Digital Experience Product Documentation for reference and for advanced users. The procedure includes variables and steps for different databases. When you use the wizard to configure your deployment, it replaces the variable with information that you provided in the wizard. It also shows only the steps that are specific to your environment. The instructions that the wizard generates are specific to your environment.
        Database transfer: Download the script and create the database on DB2 for z/OS server
        Manual steps from the Configuration Wizard are included in HCL Digital Experience Product Documentation for reference and for advanced users. The procedure includes variables and steps for different databases. When you use the wizard to configure your deployment, it replaces the variable with information that you provided in the wizard. It also shows only the steps that are specific to your environment. The instructions that the wizard generates are specific to your environment.
        Database transfer: Download the script and reset the check pending status on portal table spaces for DB2 for z/OS
        Manual steps from the Configuration Wizard are included in HCL Digital Experience Product Documentation for reference and for advanced users. The procedure includes variables and steps for different databases. When you use the wizard to configure your deployment, it replaces the variable with information that you provided in the wizard. It also shows only the steps that are specific to your environment. The instructions that the wizard generates are specific to your environment.
        Database transfer: Create DB2 database
        Manual steps from the Configuration Wizard are included in HCL Digital Experience Product Documentation for reference and for advanced users. The procedure includes variables and steps for different databases. When you use the wizard to configure your deployment, it replaces the variable with information that you provided in the wizard. It also shows only the steps that are specific to your environment. The instructions that the wizard generates are specific to your environment.
        Database transfer: Download the script and setup your DB2 database
        Manual steps from the Configuration Wizard are included in HCL Digital Experience Product Documentation for reference and for advanced users. The procedure includes variables and steps for different databases. When you use the wizard to configure your deployment, it replaces the variable with information that you provided in the wizard. It also shows only the steps that are specific to your environment. The instructions that the wizard generates are specific to your environment.
        Database transfer: Download the script and grant permissions for the DB2 database users
        Manual steps from the Configuration Wizard are included in HCL Digital Experience Product Documentation for reference and for advanced users. The procedure includes variables and steps for different databases. When you use the wizard to configure your deployment, it replaces the variable with information that you provided in the wizard. It also shows only the steps that are specific to your environment. The instructions that the wizard generates are specific to your environment.
        Database transfer: Enable the DB2 pureScale load balancing feature
        Manual steps from the Configuration Wizard are included in HCL Digital Experience Product Documentation for reference and for advanced users. The procedure includes variables and steps for different databases. When you use the wizard to configure your deployment, it replaces the variable with information that you provided in the wizard. It also shows only the steps that are specific to your environment. The instructions that the wizard generates are specific to your environment.
        Database transfer: Download a script and create your MS SQL database
        Manual steps from the Configuration Wizard are included in HCL Digital Experience Product Documentation for reference and for advanced users. The procedure includes variables and steps for different databases. When you use the wizard to configure your deployment, it replaces the variable with information that you provided in the wizard. It also shows only the steps that are specific to your environment. The instructions that the wizard generates are specific to your environment.
        Database transfer: Download the script and setup your MS SQL database
        Manual steps from the Configuration Wizard are included in HCL Digital Experience Product Documentation for reference and for advanced users. The procedure includes variables and steps for different databases. When you use the wizard to configure your deployment, it replaces the variable with information that you provided in the wizard. It also shows only the steps that are specific to your environment. The instructions that the wizard generates are specific to your environment.
        Database transfer: Download the script and grant permissions for the MS SQL database users
        Manual steps from the Configuration Wizard are included in HCL Digital Experience Product Documentation for reference and for advanced users. The procedure includes variables and steps for different databases. When you use the wizard to configure your deployment, it replaces the variable with information that you provided in the wizard. It also shows only the steps that are specific to your environment. The instructions that the wizard generates are specific to your environment.
        Database transfer: Create Oracle database
        Manual steps from the Configuration Wizard are included in HCL Digital Experience Product Documentation for reference and for advanced users. The procedure includes variables and steps for different databases. When you use the wizard to configure your deployment, it replaces the variable with information that you provided in the wizard. It also shows only the steps that are specific to your environment. The instructions that the wizard generates are specific to your environment.
        Database transfer: Download the script and setup your Oracle database
        Manual steps from the Configuration Wizard are included in HCL Digital Experience Product Documentation for reference and for advanced users. The procedure includes variables and steps for different databases. When you use the wizard to configure your deployment, it replaces the variable with information that you provided in the wizard. It also shows only the steps that are specific to your environment. The instructions that the wizard generates are specific to your environment.
        Database transfer: Download the script and grant permissions for the Oracle database users
        Manual steps from the Configuration Wizard are included in HCL Digital Experience Product Documentation for reference and for advanced users. The procedure includes variables and steps for different databases. When you use the wizard to configure your deployment, it replaces the variable with information that you provided in the wizard. It also shows only the steps that are specific to your environment. The instructions that the wizard generates are specific to your environment.
        Database transfer: Set up the data and index directory for JCR collation
        Manual steps from the Configuration Wizard are included in HCL Digital Experience Product Documentation for reference and for advanced users. The procedure includes variables and steps for different databases. When you use the wizard to configure your deployment, it replaces the variable with information that you provided in the wizard. It also shows only the steps that are specific to your environment. The instructions that the wizard generates are specific to your environment.
        Database transfer: Set up JCR collation
        Manual steps from the Configuration Wizard are included in HCL Digital Experience Product Documentation for reference and for advanced users. The procedure includes variables and steps for different databases. When you use the wizard to configure your deployment, it replaces the variable with information that you provided in the wizard. It also shows only the steps that are specific to your environment. The instructions that the wizard generates are specific to your environment.
        Database transfer: Improve database response time for your database domains
        Manual steps from the Configuration Wizard are included in HCL Digital Experience Product Documentation for reference and for advanced users. The procedure includes variables and steps for different databases. When you use the wizard to configure your deployment, it replaces the variable with information that you provided in the wizard. It also shows only the steps that are specific to your environment. The instructions that the wizard generates are specific to your environment.
      - Oracle: Creating JCR table spaces (Automatic Storage Management)
        If you configured your database with Automatic Storage Management, you might need to perform additional manual instructions to create JCR table spaces when you use the Database Transfer option in the Configuration Wizard. If you select the option to let the wizard create your database schemas and assign permissions, you must perform the steps in this topic after you run the setup database script.
      - Assigning custom table spaces
        You cannot use the Database Transfer option in the configuration wizard to assign custom table spaces on your database server. You can perform manual steps to assign custom table spaces.
      - DB2: Enabling support for high availability data replication
        Optional: To prevent data loss on DB2, modify the JCR schema to support high availability data replication (HADR).
      - Connecting to existing database domains
        View the steps to share a database domain between two separate HCL Digital Experience instances (instance1 and instance2), where instance2 is connected to an instance1 database domain.
    - 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.
    - 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.

Database transfer: Create database users and groups | HCL Digital Experience

Manual steps from the Configuration Wizard are included in HCL Digital Experience Product Documentation for reference and for advanced users. The procedure includes variables and steps for different databases. When you use the wizard to configure your deployment, it replaces the variable with information that you provided in the wizard. It also shows only the steps that are specific to your environment. The instructions that the wizard generates are specific to your environment.

About this task

Attention: All steps for all database environments are included without consideration for your environment. Use the Configuration Wizard to generate custom instructions for your environment.

User and group names must comply with both the database management system software requirements and HCL Portal requirements.

The procedure is repeated for each portal database domain: release, community customization, jcr, feedback, and likeminds. The variable dbdomain represents the actual portal database domain name. You must also create group for each role. Configuration

Procedure

Create the database configuration users for the database domains on the operating system.
Create the ${dbdomain} dbdomain database configuration user. Use ${${dbdomain}.DbUser}dbdomain.DbUser as the user ID when you create this user.
Create the database configuration groups for the database domains on the operating system where your database is installed. See your operating system instructions for details on creating groups.
Create the ${dbdomain}dbdomain database configuration group. Use ${${dbdomain}.DbConfigRoleName}dbdomain.DbConfigRoleName as the group name on your operating system.
Assign your database configuration users to the database configuration groups that you created. See your operating system instructions for details on adding users to groups.
Assign ${${dbdomain}.DbUser}dbdomain.DbUser to the ${${dbdomain}.DbConfigRoleName}dbdomain.DbConfigRoleName.