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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.
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.
Online Help topics
Online Help includes HCL Digital Experience information that is available from the product user interface. Online Help for both administrative and content author roles are also available. Help for the Configuration Wizard is also included.
User assistance for administrators
As an administrator, you can manage access to resources in the website, deploy new applications, and more.
Administration Portlets
Administration portlets are only visible to users with adequate access. Members of the wpsadmins group can access Administration. Visitors to your website will not see the administration link.
Access
Control who has access to the site.
Working with resource permissions
You can control whether a resource propagates or inherits its role assignments, assign roles explicitly to specific users and groups, place resources under the control of an external security manager or bring externalized resources back under the control of portal, create or delete roles on externalized resources, view inherited role assignments for specific users and groups, and modify resource owners.
Creating roles for externalized resources
After you create a role on an externalized resource, you must use the external security manager to add or remove users and users groups from the role.

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.
    - Online Help topics
      Online Help includes HCL Digital Experience information that is available from the product user interface. Online Help for both administrative and content author roles are also available. Help for the Configuration Wizard is also included.
      - User assistance for content authors
        Create an exceptional experience for site visitors. Integrate compelling digital content into your website or intranet by using lightweight content management tools. Edit content and integrate digital assets inline and then publish changes efficiently.
      - User assistance for administrators
        As an administrator, you can manage access to resources in the website, deploy new applications, and more.
        Welcome to your Digital Experience
        Learn about the many capabilities that are available for delivering an exceptional Digital Experience to site visitors. The enhanced content authoring experience means you can invest less time developing custom authoring environments. The flexible framework means you can integrate applications and content into your website and still retain a cohesive user experience.
        Site development with Site Builder
        Site Builder uses a set of wizards to guide users through the creation of Site Builder templates, and the creation of sites and sections by using those templates.
        Applications for Administrators
        Set up the application area for your site users.
        Administration Portlets
        Administration portlets are only visible to users with adequate access. Members of the wpsadmins group can access Administration. Visitors to your website will not see the administration link.
        Portal user interface
        Add pages to build your site, and customize its visual identity.
        Portlet management
        Manage the portlets and Web services that the site uses.
        Access
        Control who has access to the site.
        Managing users and groups
        View, create, and delete users and user groups. You can also change group memberships. Before you can modify user and group information, you must have the appropriate level of authorization.
        Working with resource permissions
        You can control whether a resource propagates or inherits its role assignments, assign roles explicitly to specific users and groups, place resources under the control of an external security manager or bring externalized resources back under the control of portal, create or delete roles on externalized resources, view inherited role assignments for specific users and groups, and modify resource owners.
        What are the different ways to access the Resource Permissions portlet?
        Learn the different ways to access the Resource Permissions portlet within the user interface.
        Changing the authentication level
        The authentication level only applies to page and portlet resource types. By default, the authentication level is set to standard but you may want all identified users to view information without having to log in or you may want users to log in and authenticate before viewing certain pages and portlets.
        Resource types
        Resource types are broad categories that contain resource instances. Resource instances are specific resources, such as a single portlet or page. Each resource instance belongs to only one resource type. For example, the resource instance Market News Page would belong to the Page resource type.
        Roles
        Roles determine the level of access to resources that users and user groups have. Read about the specific permissions that are associated with the different role types.
        Viewing and assigning explicit roles
        View, assign, or edit roles for a resource type.
        Creating a role block
        You can remove inherited role assignments by creating a role block. Inserting a role block affects all users and groups who do not have explicitly assigned roles on a resource. You can create a propagation block for a resource so that children of the resource will not inherit any assignments for the role type, and you can create an inheritance block so that a resource will no longer inherit any assignments for the role type from the parent resource.
        Removing a role block
        You can restore inherited role assignments by removing a role block. All users and groups who do not have explicitly assigned roles on a resource are affected by removing a role block.
        Placing a resource under external control
        By default, resources are under the internal control of the portal. You might want to manage some resources with an external security manager. Private resources cannot be externalized.
        Creating roles for externalized resources
        After you create a role on an externalized resource, you must use the external security manager to add or remove users and users groups from the role.
        Deleting roles for externalized resources
        You can delete a role from an externalized resource using the Resource Permissions portlet. To remove individual users or user groups from a role on an externalized resource, you must use the external security manager.
        Placing a resource back under internal control
        If control of a resource has been moved to an external security manager, such as Tivoli Access Manager, you can move it back to the portal's internal control.
        Modifying resource owners
        You can display and modify resource owners.
        Searching
        Configuring the Resource Permissions portlet
        You can modify the search results of this portlet by changing the number of resources that a search retrieves and by changing the number of items that display on a page.
        Field descriptions for the Resource Permissions portlet
        Learn more about the fields that are provided with the user interface.
        Managing permissions for users and groups
        View and modify the access rights that users and user groups have for resources. Access rights are determined by role assignments.
        Managing credential information
        Credential Vault holds credential information and allows portlets to access the credentials to provide single sign-on authentication. Credential Vault allows you to add and manage vault segments and resources as well as managing system and user vault slot. You can create a vault slot for each known application in the portal that requires access to secure resources.
        Portal settings
        Manage site settings.
        Managing Portal content
        Learn more about managing libraries, cleaning up data, and setting up search. As an administrator you need to periodically assist content managers with library maintenance, such as disabling or deleting a library.
        Manage Search
        You can customize the way the portal search is administered to meet your users need from the Manage Search portlet. The Manage Search portlet provides access to search related resources such as the Search Services, Search Collections, Search Scopes, and custom links. You can use these resources to search for content more effectively. You can view and manage the resources from the Manage Search portlet.
        Manage Search
        Use the Manage Search portlet to administer portal search.
        Portal analysis
        Gather data about the site.
        Managing virtual portals
        The Manage Virtual Portals portlet enables you to deploy additional portals on an existing infrastructure. With virtual portals, you can use a single portal installation to deploy multiple portals with different URLs, anonymous pages, user groups, and themes and skins.
        Search Center
        The portal search engine helps your site visitors to find information easily. Visitors can search HCL Portal and HCL Web Content Manager sources, along with additional internal and external web search sources that you make available to them. To help your visitors manage searching different information sources, define search collections and scopes.
        Tag Center
        You can use the tag center to search for resources tagged with specific tags.
        Working with feeds
        Syndicated Feed Portlet enables you to integrate, view, and manage RSS and ATOM feeds from your portal pages. You can organize the feeds into new and existing feed categories and extensively customize the presentation style for these feeds.
      - Directory structure
        The topic shows the naming conventions that are used to denote the location of files on the servers and the types of resources you can find in those directories.
      - Configuration Wizard
        You installed your HCL Digital Experience software. Now let the Configuration Wizard guide you through configuring your system. To begin, select a configuration option and provide basic input about your environment. Based on this information, the Configuration Wizard provides you with examples, recommended values, customized instructions, and scripts that you can run.
  - 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.

Creating roles for externalized resources | HCL Digital Experience

After you create a role on an externalized resource, you must use the external security manager to add or remove users and users groups from the role.

About this task

Perform the following steps to create roles for externalized resources:

Procedure

Click the Edit Access icon for the appropriate resource.
Click the Create Role icon.
Click OK to save changes.