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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.
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.
Search Collections
You can build and maintain Search Collections of web content, Web Content Manager content, and portal content. Users can then search these collections by using the portal search center. You can access Search Collections from the Manage Search portlet page to view and manage all Search Collections across various Search Services. To view and manage specific Search Collections for a specific Search Service, click the Search Service name from the Search Services page.
Creating a content source
When you create a new content source for a search collection, that content source is crawled and the search collection is populated with documents from that content source. You can determine where the index crawls and what information it fetches.
Setting the general parameters for a content source
Set the general parameters for the content source by completing the entry fields and making your selections in the General Parameters tab.

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.
        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.
        Search Services
        You can search for content more effectively with the Search Services as it represents separate instances of the provided search engine. To search your local portal choose the Portal Search Service Type and to search for HCL Connections content choose the Remote Content Server search services Type (RCSS). For a cluster portal environment, you need to set up a remote search service. To set it up choose the Portal Search Service Type and follow the directions of configuring a remote search service. For more information, see Remote search service and Configuring search with Remote Content Server Search Service Type (RCSS). You can manage the Search Collections and the Content Sources that are contained within the Search Service. The content source contains portal pages, content that is managed by HCL Web Content Manager, or indexed web pages.
        Search Collections
        You can build and maintain Search Collections of web content, Web Content Manager content, and portal content. Users can then search these collections by using the portal search center. You can access Search Collections from the Manage Search portlet page to view and manage all Search Collections across various Search Services. To view and manage specific Search Collections for a specific Search Service, click the Search Service name from the Search Services page.
        Creating a search collection
        Create a search collection for your search service.
        Importing and exporting search collections
        You can export search collections from a source portal and import them into a target portal with the Import and Export Collection option. When you export and import a search collection, you are exporting and importing the configuration information and not the actual content from the search index. You might want to export or import verified search collections from a test portal to a production portal; from a local portal to a configuration with remote search; from a single portal to a portal cluster environment; or to stage your portal to production by using the Release Builder. The export and import operations are beneficial when you upgrade to software levels that are not compatible with the data storage format of older versions of the software.
        Manage the content sources of a search collection
        To work with the content sources of a search collection, click the collection name in the list of search collections. Manage Search lists the Content Sources and the Search collection status information of the selected search collection. A search collection can be configured to cover more than one content source. From the Content Sources window, you can refresh, view status, and configure schedulers and crawlers for a specific content source.
        Creating a content source
        When you create a new content source for a search collection, that content source is crawled and the search collection is populated with documents from that content source. You can determine where the index crawls and what information it fetches.
        Setting the general parameters for a content source
        Set the general parameters for the content source by completing the entry fields and making your selections in the General Parameters tab.
        Setting the advanced parameters for a content source
        Set the advanced parameters for the content source by completing the entry fields and making your selections in the Advanced Parameters tab.
        Configuring
        Configure the Schedulers, Filters, and Security from the respective tabs in the Create a New Content Source page.
        Search Scopes and Custom Links
        From Search Scopes, you can modify, add, edit, or delete search scopes and custom links. The search scopes are displayed to users as search options in the menu list of the search box in the banner and in the Search Center portlet. Users can select the scope relevant for their search queries.
        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.

Setting the general parameters for a content source | HCL Digital Experience

Set the general parameters for the content source by completing the entry fields and making your selections in the General Parameters tab.

The available fields and options depend on the type of content source that you select and can include the following options:

Collect documents linked from this URL

Type the required web URL or portal URL in this mandatory field. This action determines the root URL from which the crawler starts. For portal content sources, the value for this field is completed by Manage Search.

Note:

For websites, you need to type the full name that includes HTTP://. For example: http://www.cnn.com. Typing only www.cnn.com results in an error.
A crawler failure can be caused by URL redirection problems. If this problem occurs, try by editing this field, for example, by changing the URL to the redirected URL.

Levels of links to follow

For crawling websites, this option determines the crawling depth that is the maximum number of levels of nested links, which the crawler follows from the root URL.

Number of linked documents to collect

For crawling websites, this option determines the maximum number of documents that are indexed by the crawler during each session. The number of indexed documents includes documents that are re indexed as their content changed.

Stop collecting after (min):

This option sets the maximum number of minutes the crawler might run in a single session for websites.

Note: The timeout works as an approximate time limit. It might be exceeded by some percentage.

Stop fetching documents after(sec)

This option indicted the time that the crawler spends trying to fetch a document. This option sets the maximum time limit in seconds for completing the initial phase of the HTTP connection that is for receiving the HTTP headers. This time limit must be finite as it is used to prevent the crawler from getting stuck infinitely on a bad connection. However, it allows the crawler to fetch large files, such as compressed files, which take a long time to fetch.