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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 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.
Applications for Content Authors
Use the following applications to create and manage content on your site.
Web content user assistance
Use the web content authoring portlet and inline editing tools to create and manage web content items.
Editing web content portlet settings
When you add web content portlets to your site, you need to edit the settings of these portlets.
Editing the settings of a Web Content Viewer
Use a local web content viewer to deliver websites that require the use of HCL Portal based features such as authoring tools.
Profiling settings
The Profile section contains profiling settings for the Web Content Viewer, specifying categories, site areas, and authoring templates that can be used as menu search options.

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.
        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.
        Building a site with Site Builder
        Use Site Builder to create sites and add sections using predefined site and section templates.
        Adding pages, content, and more
        As a content author, your goal is to visualize the best way to organize information on your site with pages and content. You might need to create a section in the site for a new product or you might want to change the arrangement of pages in the navigation based on customer feedback. Either way, you always start with a project and end with publishing your updates.
        Configure your content spot
        The Configure Spot feature provides a convenient place for selecting the type of content to display in a web content viewer. You can target content to segments, display content with page context, or select a specific content item for the spot.
        Applications for Content Authors
        Use the following applications to create and manage content on your site.
        Web content user assistance
        Use the web content authoring portlet and inline editing tools to create and manage web content items.
        Managing content with the authoring portlet
        You use the web content authoring portlet to create and manage web content items such as site areas, content items, authoring templates, presentation templates, components, categories, folders, projects, and workflow items.
        Editing web content portlet settings
        When you add web content portlets to your site, you need to edit the settings of these portlets.
        Authoring portlet settings
        An authoring portlet is used to create and manage web content. You can edit the settings of an authoring portlet from within the Preferences section of the authoring portlet.
        Editing the settings of a Web Content Viewer
        Use a local web content viewer to deliver websites that require the use of HCL Portal based features such as authoring tools.
        Locking configuration settings
        Use the Configure mode of the web content viewer to lock configuration settings of the portlet so that these settings cannot be changed in the Edit Shared Settings mode.
        Setting default values
        Use the Configure mode to define default values for the configuration settings of the web content viewer.
        Content settings
        Use the Content settings for the web content viewer to specify which content from your web content library to display in the viewer.
        Profiling settings
        The Profile section contains profiling settings for the Web Content Viewer, specifying categories, site areas, and authoring templates that can be used as menu search options.
        Portlet settings
        The Portlet Settings section defines extra settings for the web content viewer, such as the title of the portlet to display or whether the markup of the web content viewer is cached in the portlet fragment cache.
        Advanced options
        The Advanced Options settings specify link broadcast behavior between Web Content Viewers and whether context processor plug-ins are applied.
        Personalization
        Personalization can recognize a specific site visitor based on a profile. It can also determine characteristics of a user based on previous purchases, products or pages viewed, or other attributes. If a visitor belongs to a particular geographic region, content specific to that region can be targeted to the visitor. The page is assembled with the personalized information, and the visitor sees a personalized page.
        Search Center
        Use the Search Center to search for documents.
      - User assistance for administrators
        As an administrator, you can manage access to resources in the website, deploy new applications, and more.
      - 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.

Profiling settings | HCL Digital Experience

The Profile section contains profiling settings for the Web Content Viewer, specifying categories, site areas, and authoring templates that can be used as menu search options.

You can profile the Web Content Viewer by selecting categories, site areas, and authoring templates. A menu can use this profile to display a list of content items that are profiled with the same categories, site areas, or authoring templates.

Categories: Add or remove categories to profile content rendered with the Web Content Viewer.
Site Areas: Add or remove site areas to profile content rendered with the Web Content Viewer.
Authoring Templates: Add or remove authoring templates to profile content rendered with the Web Content Viewer.

Locked settings

You can lock settings in the Configure mode of the viewer. When a setting is locked, a lock icon is displayed in the Edit Shared Settings mode of the viewer, and no Edit link is available.

Content paths and unique IDs

When you configure the viewer, content paths are represented as readable paths that include the library and site areas that contain the content. However, in the viewer configuration, the location of a content item is typically stored as the unique ID of the item. The use of the unique ID is helpful because the viewer can still render the content even if the item is renamed or moved.

If you configure the viewer with the XML configuration interface (xmlaccess), you have the option of specifying content location with the content path instead of the unique ID. With the content path, you do not have to determine the unique ID of the content item. But if the content item is moved or renamed later, the viewer can no longer render the content.

If a viewer is configured to use content paths, a path icon () is displayed after the title path. If you change the configuration to reference different content, the location of the new content item continues to be stored as a content path. If you want to store the location as a unique ID instead, you must click Clear before you select the new content. The path icon is also removed to indicate that the content path is no longer being used.