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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.
Applications for Administrators
Set up the application area for your site users.
Unified Task List
Integrate business workflow process in to your site.
Create a task provider instance
A task provider instance contains a set of parameters that are required to connect to a business process management system. It also includes a unique ID to map the parameters to the appropriate task provider.
Configuring a Forms Experience Builder task provider instance
The task provider retrieves Forms applications from Forms Experience Builder and surfaces them in the Unified Task List portlet.
Installing the Forms Experience Builder portlet
To render the Forms Experience Builder on a portal page, an Administrator must deploy the Forms Experience Builder portlet on that page. If the Forms Experience Builder portlet is not installed with Forms Experience Builder, you can manually install it.

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.
        Content
        To get started, explore the different areas of HCL Web Content Manager.
        Collaboration
        HCL Portal integrates with many products to help you deliver the best web experience possible. For information about integrating with products not list here, see the product documentation.
        Unified Task List
        Integrate business workflow process in to your site.
        Create a task provider instance
        A task provider instance contains a set of parameters that are required to connect to a business process management system. It also includes a unique ID to map the parameters to the appropriate task provider.
        Configuring a WebSphere Lombardi Edition task provider instance
        This specific provider surfaces tasks for WebSphere Lombardi Edition in the Unified Task List portlet.
        Configuring an IBM Business Process Manager task provider instance
        This task provider retrieves tasks from IBM Business Process Manager and surfaces them in the Unified Task List portlet.
        Configuring a Forms Experience Builder task provider instance
        The task provider retrieves Forms applications from Forms Experience Builder and surfaces them in the Unified Task List portlet.
        Configuring SSO and LTPA keys
        Configure the single sign-on (SSO) and LTPA keys between the HCL Digital Experience and Forms Experience Builder servers. When the user is authenticated in portal, it is not necessary to log in again to access the backend servers. For example, when a Form is retrieved from the Forms Experience Builder server and rendered on a portal page.
        Configuring the HTTP Outbound connection in HCL Portal
        Configure the proxy server in HCL Portal. To avoid cross-site scripting (XSS) vulnerabilities, many browsers deny JavaScript commands on a remote server. The commands are denied because the remote server is on a different domain than the HCL Portal server. Therefore, the function of Forms that are created on Forms Experience Builder are limited. When you configure the HTTP Outbound connection, a proxy rule is enabled on the portal server that allows the JavaScript commands on the remote server.
        Installing the Forms Experience Builder portlet
        To render the Forms Experience Builder on a portal page, an Administrator must deploy the Forms Experience Builder portlet on that page. If the Forms Experience Builder portlet is not installed with Forms Experience Builder, you can manually install it.
        Deploying the Forms Experience Builder portlet
        To use the Forms Experience Builder portlet, you must deploy and configure the portlet on a portal page.
        Configuring the task provider instance
        After all the required components are set up, an Administrator can connect the Unified Task List to the remote Forms Experience Builder instance. After this configuration, the Unified Task List portlet starts to list the Forms application instances that are available to users logged in to HCL Digital Experience.
        Delete, enable, or disable a task provider instance
        Use the Unified Task List Portlet to manage task provider instances.
        Adding a task handler
        The task handler defines what the Unified Task List Portlet does when a user selects a task to advance a workflow. The task handler determines how the Unified Task List Portlet connects to the tasks that the users must complete.
        Configuring the Coach portlets for WebSphere Lombardi Edition and WebSphere Business Process Manager
        Two Coach portlets are already installed in HCL Portal: one for use on a dynamic portal page and the other on a portal page. Both Coach portlets offer the same function in both page contexts. When a WebSphere® Lombardi Edition task and WebSphere Business Process Manager task is selected in the Unified Task List portlet it displays the corresponding coach in the Coach portlet.
        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.
        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.

Installing the Forms Experience Builder portlet | HCL Digital Experience

To render the Forms Experience Builder on a portal page, an Administrator must deploy the Forms Experience Builder portlet on that page. If the Forms Experience Builder portlet is not installed with Forms Experience Builder, you can manually install it.

About this task

Verify whether the portlet is installed. Click the Administration menu icon. Then, click Portlet Management > Portlets. Type Forms in the Search field and then click OK. If the portlet is found, you do not need to install the portlet.

Procedure

Log in to HCL Digital Experience as the Administrator.
Click the Administration menu icon. Then, click Portlet Management > Web Modules.
Click Install.
Click Browse.
Find the FormsExperiencePortlet.war file and then, click Open.

Tip: The FormsExperiencePortlet.war file is found in the Forms Experience Builder server installation folder.
Click Next and then, complete the installation steps.