Roadmap: Integrating with HCL Connections

Integrating your portal site with HCL Connections is a multiple step process. Some steps are required and others are optional. Optional steps depend on the level of integration that you need. This roadmap is intended to provide an overview of the process. Links to detailed instructions are provided from the roadmap.

Installing HCL Connections and HCL Portal

Before you begin, the following programs must be installed and configured.

Install HCL Connections

Documentation resource: Installing HCL Connections

Install HCL Digital Experience.

Documentation resource: Installing HCL Digital Experience

Configure portal to use a federated LDAP server.

Documentation resource depends on your HCL Portal installation scenario, stand-alone server, or cluster.

Note: Do not remove the file system user repository after you federate your LDAP server.

Configuring your portal to work with HCL Connections

Procedure

Import the SSL certificate from HCL Connections to your portal server.
- Documentation resource: Importing a certificate to support SSL
Configure the portal Ajax proxy.
The Ajax proxy is updated for the base Connections URLS during the HCL Connections Portlets installation. If FileNet is used, you must still configure the Ajax proxy manually to update for FileNet. Configure the Ajax proxy so that direct requests that the CCM portlet makes to the FileNet server are allowed to pass through the proxy Server.
- Documentation resource: Configuring the Ajax proxy to allow FileNet requests
Configure single sign-on.
- Documentation resource: Set up single sign-on
- Documentation resource for portlets: Configuring authentication for the portlets
Install and Deploy the Portlets
Note: Before you install the portlets, steps 1 to 3 must be completed.
1. Download the HCL Connections portlets for HCL Portal.
  - HCL Connections Portlets for HCL Portal
2. Install the portlets.
  - Documentation resource: Installing the HCL Connections Portlets for HCL Portal
3. Add modules that are needed by the HCL Connections portlets to the portal theme default profile.
  - Documentation resource: Updating the portlet theme
Configure a common directory service for the portlets.
- Documentation resource: Configuring common Directory Services for your security configuration
Integrate community membership to allow access control administration that is based on community membership.
1. Documentation resource: Integrating community membership with Portal security
2. Documentation resource: Automatically grant page access to community members
Enhance the deployment of HCL Connections portlets for HCL Portal with optional configuration steps.
- Documentation resource:Optional and Recommended Configurations
- Documentation resource: Social rendering
- Documentation resource: Social Media Publisher
- Documentation resource: Social Rendering Templates for Digital Data Connector
Configure search with the Remote Content Server Search Service Type (RCSS), for a portal cluster setup that is integrated with HCL Connections.
- Documentation resource:Configuring search using Remote Content Server Search Service Type (RCSS)