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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.
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.
Integrating business processes
Access relevant tasks and activities for multiple business process management solutions from a single user interface. The Unified Task List portlet provides a single point of integration between multiple systems and displays tasks that HCL Portal users must complete to advance workflows. The topics in this section provide information and instructions for developing and customizing the Unified Task List.
Configuring the Unified Task List portlet
You can configure the Unified Task List portlet to retrieve tasks and forms from IBM Business Process Manager and Forms Experience Builder.
Configuring Unified Task List portlet at run time
You can customize the Unified Task List portlet at run time as a HCL Portal administrator. Customizing at run time involves accessing the deployed Unified Task List to configure the portlet settings.
Accessing the configuration view
Customize the Unified Task List portlet by accessing the configuration view. The configuration view contains several windows that let you perform tasks such as editing settings, configuring task provider instances and task handlers, or adding and removing filters.

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.
    - Integrate with collaboration software
      HCL Digital Experience integrates with collaboration software to provide you with more effective and cost-efficient ways of accessing information, sharing ideas, communicating and working together. Key software that HCL integrates with includes HCL Domino, HCL Sametime, and HCL Connections.
    - Integrating with Watson Content Hub
      Watson Content Hub is a cloud-based content management system that organizes your content and digital assets for quick retrieval and easy delivery. Integrate HCL Digital Experience with Watson Content Hub to retrieve assets to publish on your site.
    - Integrating business processes
      Access relevant tasks and activities for multiple business process management solutions from a single user interface. The Unified Task List portlet provides a single point of integration between multiple systems and displays tasks that HCL Portal users must complete to advance workflows. The topics in this section provide information and instructions for developing and customizing the Unified Task List.
      - Overview of the Unified Task List portlet
        Review concepts about the Unified Task List portlet to understand the different elements.
      - Configuring the Unified Task List portlet
        You can configure the Unified Task List portlet to retrieve tasks and forms from IBM Business Process Manager and Forms Experience Builder.
        Configuring Unified Task List portlet for single sign-on
        Set up a single sign-on between IBM Business Process Manager, Forms Experience Builder, and HCL Portal. Single sign-on (SSO) provides a secure method of authenticating a user within an environment and applies that authentication to access other applications, systems, and networks during the session.
        Configuring Unified Task List portlet at run time
        You can customize the Unified Task List portlet at run time as a HCL Portal administrator. Customizing at run time involves accessing the deployed Unified Task List to configure the portlet settings.
        Accessing the configuration view
        Customize the Unified Task List portlet by accessing the configuration view. The configuration view contains several windows that let you perform tasks such as editing settings, configuring task provider instances and task handlers, or adding and removing filters.
        Editing common settings
        Edit common settings from the Unified Task List portlet.
        Adding, editing, and removing filters
        Filters provide specialized views for tasks. You can separate tasks according to the back-end systems where the tasks originate, or by a particular context. When you add filters, the Unified Task List portlet displays tasks that are separated according to the task provider instance. For example, you can add a filter for tasks that come from IBM® Business Process Manager so that these tasks are not displayed with other Unified Task List portlet tasks.
        Localizing the task list filters
        When creating new filters, it is recommended that you know before hand which filters you need to create and then create filters all at once. Creating all filters at once minimizes the times you must restart the server. The restart is required to update the filter resource bundles on the file system with the new filters and include them on the class loader. A WebSphere Application Server variable must also be created to define the name of the resource bundle to use for the localized filters.
        Exposing the Business Processes to enable Task Handling Configuration
        To enable task-handling configuration data to be retrieved for a task provider instance of IBM Business Process Manager, you must first display your Business Process and Human Service data to all users. Enable task-handling configuration data if you are working with the Business Process Manager task provider in the Unified Task List.
        Showing and hiding table columns
        The Unified Task List portlet shows tasks in a table. The task information presented in this table includes priority, description, owner, among others. You can show or hide these table columns.
        Editing shared settings
        The Unified Task List portlet has shared settings that are common to all users, such as the filters that display in the user interface. You can edit these settings by accessing the portlet menu.
        Changing the number of rows in the task list table
        The task list table contains rows of tasks that users can select. You can edit the task list table to display a specific number of rows per page in the Unified Task List portlet. You can specify any number of rows per page, however, if there are fewer tasks than the number of rows available, the Unified Task List portlet displays only the rows that contain tasks. If there are more tasks than the number of rows available, the Unified Task List portlet displays a link to another page for those tasks.
        Configuring dynamic user interface
        Create a dynamic page and register it using the ConfigEngine.
      - Configuring Unified Task List portlet with process servers
        You can configure specific process servers to run tasks in the Unified Task List portlet.
      - Configuring the Unified Task List portlet with Forms Experience Builder
        This task provider retrieves tasks from Forms Experience Builder and surfaces them in the Unified Task List portlet.
    - Integrating with web applications
      The Web Application Bridge uses reverse proxy technology to integrate web-based content providers, such as the Microsoft SharePoint server, with HCL Digital Experience. Administrators must first define the virtual web applications or content providers. A lightweight iFrame portlet renders the content from the backend applications. Users can then access the iFrame on a page without requiring direct network access to the backend application. A special engine maps Uniform Resource Identifier (URIs) on the iFrame portlet to real URIs from the content providers.
    - Integrating with SAP NetWeaver Portal
      You can use HCL Integrator for SAP to integrate content from an SAP NetWeaver Portal into your HCL Digital Experience. You can integrate navigational structures and single content pieces.
    - Integrating with IBM MobileFirst
      You can integrate HCL Portal with MobileFirst to provide multi-channel support to your web communities. You can create a hybrid application that adds native device functions and a unified web experience on mobile device browsers and in mobile device native applications. You can use MobileFirst to create a hybrid application that adds native device functions to your portal.
    - Configure HCL Portal to work with HCL Connections
      Integrate the power of HCL Connections with HCL Portal application.
  - 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.

Accessing the configuration view | HCL Digital Experience

Customize the Unified Task List portlet by accessing the configuration view. The configuration view contains several windows that let you perform tasks such as editing settings, configuring task provider instances and task handlers, or adding and removing filters.

About this task

Accessing the configuration view involves clicking the portlet menu icon from the Unified Task List portlet.

Procedure

Log in to HCL Portal with either as an administrator or a user assigned to the Manager role for the Unified Task List portlet.
Navigate to the Unified Task List portlet.
Hover the cursor over the Unified Task List portlet title bar to access the portlet menu and select Configure.