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HCL Digital Experience 9.5 [Legacy content]
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.
Search
You use Digital Experience Portal Search to search for text that is displayed in websites that are created by HCL Web Content Manager and additional web sources integrated to your Digital Experience platform.
Configuring your portal site for search by internet search engines
You can enable your portal site for search by using search services such as Google or Yahoo! Search on your portal site by external search services works for public portal pages only, that is, for pages that users can access without a user ID and password.
Client identification for search of the portal by external search engines
For the portal to recognize external search engines, HCL Digital Experience provides a client that covers several popular search engines.

HCL Digital Experience 9.5 [Legacy content]
- Overview
  HCL Digital Experience provides a single access point to web content and applications, while it delivers differentiated, personalized experiences for each user across multiple touchpoints, such as web, mobile, hybrid mobile/web applications, and more.
- Supported migration paths
  Migration is supported between equivalent HCL Digital Experience offerings.
- Supported installation and upgrade paths
  Installation and upgrade is supported between equivalent HCL Digital Experience offerings.
- Getting the software
  New and existing users need to register at the HCL Software License Portal and download their entitled HCL Digital Experience package(s).
- Creating your website
  Review the following topics to understand how to create your website using the latest HCL Digital Experience.
- Installing HCL Digital Experience
  Review the planning information on HCL Digital Experience, then select your operating system and 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.
  - Configuration Wizard
    Use the Configuration Wizard to set up stand-alone servers and new deployments, create clusters, migrate and update to new versions, and add new capabilities to existing deployments.
  - Setting up a stand-alone server
    Use the Configuration Wizard to set up a stand-alone server. A stand-alone server is useful for different environments, such as a content authoring environment, test environment, and more.
  - Setting up a cluster
    Use the Configuration Wizard to set up either a dynamic or static horizontal cluster.
  - Tune your environment
    HCL Digital Experience is not tuned for a production environment by default. Complete the steps in the Performance Tuning Guide to optimize performance.
  - Web servers
    HCL Digital Experience uses the internal HTTP transport within IBM WebSphere Application Server to handle requests. However, because WebSphere Application Server also supports the use of an external web server, you can access HCL Portal from your web server. You can use a local web server on the same server as HCL Portal or you can use a remote web server on a different server. A remote web server is typical for a production environment or other high-traffic configuration and is also typically placed in DMZ outside a firewall to protect portal ports.
  - HCL Portal
    First, finish your HCL Digital Experience deployment with the Configuration Wizard. Then, you can configure your environment further. For example, you can tune your servers to improve performance. You can change the default context root.
  - HCL Web Content Manager
    Set up a content server by installing HCL Web Content Manager in various deployments to provide robust and flexible environments for web content development and delivery. After you install the content server, more configuration steps must be completed according to the role that the server plays in your web content environment.
  - Syndication
    Use syndication to replicate web content library data from one server to another server. Syndication is based on a syndicator and subscriber relationship. The syndicator has the current data. The subscriber received the current data from the syndicator.
  - Database Management Systems
    Configure the connection between HCL Digital Experience and your database management system. The Database Transfer configuration option in the Configuration Wizard assigns users and permissions, creates databases, obtains support for database collation, and transfers your database.
  - User registry
    User information is stored in your user registry. You can enable LDAP referrals, configure HCL Digital Experience to use dynamic groups, update your user registry, or delete your user registry configurations.
  - Search
    You use Digital Experience Portal Search to search for text that is displayed in websites that are created by HCL Web Content Manager and additional web sources integrated to your Digital Experience platform.
    - HCL Digital Experience Portal Search
      Use HCL Digital Experience Portal Search to facilitate indexing content sources and searching for information. You can administer search services, search collections, and search scopes, as well as enhance the search experience of your portal site with the portal search portlets. Refer to the topics below for additional information.
    - Searching pages
      By selecting a search type in Manage Pages, you can quickly locate and work with pages, labels, or URLs.
    - Search Center
      Use the Search Center to search for documents.
    - Searching for tagged content
      Users can search the tag space by using the browser search box.
    - Planning and preparing for Portal Search
      Learn about some planning considerations and first steps that you need to apply before working with Portal Search.
    - Indexing web content
      To search for web content, your content must first be indexed by the HCL Portal search engine. When the content is indexed, you can run searches by using the search center or by using a search component. If you search for documents in the WebSphere Portal search center, be aware that you see search results for published documents only. Unpublished pending changes in a project are not included in the results.
    - Configuring Web Content Manager search options
      You can edit the following search options to manage how the search service works with Web Content Manager search forms.
    - Configuring Search Center to search for web content
      You can use the Search Center to search for web content by adding a web content search collection to the Search Center.
    - Language and region support in Portal Search
      Depending on your portal environment and your users, you might want to make multilingual content available and searchable in your portal.
    - Crawling web content with search seedlists
      Portal Search supports the use of seedlists to make crawling websites and their metadata more efficient and to provide content owners fine-grained control over how content and metadata are crawled. You can configure the portal to use seedlist support when crawling content generated with HCL Web Content Manager.
    - Searching your local portal
      View information on setting up your local portal for your users to search.
    - Configuring your portal site for search by internet search engines
      You can enable your portal site for search by using search services such as Google or Yahoo! Search on your portal site by external search services works for public portal pages only, that is, for pages that users can access without a user ID and password.
      - Configuring the Search Sitemap portlet for search by external search engines
        The Search Sitemap portlet generates a navigable list of all public pages of the portal. You can configure the Search Sitemap portlet to determine the limit to the number of links that are displayed per page.
      - Client identification for search of the portal by external search engines
        For the portal to recognize external search engines, HCL Digital Experience provides a client that covers several popular search engines.
        Adding search engines by using the administration portlet Manage Clients
        To add search engines by using the administration portlet Manage Clients, follow the procedure that is given here.
        Adding search engines by using the XML configuration interface
        To add search engines by using the XML configuration interface, you import them by an XML script file. To make sure that the search mechanism works correctly, you need to add the capability HTML_SEARCH.
    - Enabling anonymous users to search public pages of your portal
      You can enable anonymous users (sometimes also called unauthenticated users) to search public pages of your portal by using the portal Search Center portlet. Search by anonymous users works only on public pages of your portal, as the users are not logged in to your portal.
    - Configuring your custom portal themes to include the search box
      Enable your portal users to use the Portal Search box and Search portlet in your own custom theme.
    - Redirecting search requests from a custom search form to the Search Center
      If you plan to develop a custom search form, you might want to redirect search requests issued by the search form to the Search Center.
    - Remote search service
      You can configure the search portlets for local operation, or you can configure them for remote search service. Depending on your configuration, remote search service might have performance benefits by offloading and balancing system load.
    - Configuring search in a cluster
      HCL Digital Experience provides two distinct search capabilities. You can use both types of search capabilities in a clustered environment.
    - Configuring search in a portal farm
      HCL Digital Experience provides two distinct search capabilities. You can use both types of search capabilities in a portal farm environment.
    - Configuring search collections for a virtual portal
      Configuring JCR search collections for a virtual portal might require additional administration, depending on how you set up the virtual portal.
  - Document Conversion Services
    Document Conversion Services are used when you work with HCL Web Content Manager authoring, previewing, and search.
  - Setting up a remote spell checker
    Using a local spell checker is not supported. You cannot run spell checker on 64-bit systems. Instead, you must install and configure spell checker on a remote application server and access that server from the local HCL Portal server.
  - HCL Connections
    HCL Connections portlets give the HCL Digital Experience users access to more collaboration and social networking features such as activities, blogs, and bookmarks.
  - Reference: Configuration properties
    For your convenience, the properties files that are used to configure HCL Digital Experience are included in the product documentation. Information that is specified in the properties files is used to configure databases, LDAP integration, security, including external security managers, and more.
- 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 HCL Digital Experience to do various day-to-day administration tasks.
- 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.
- Docker and Containerization
  Find topic information about Docker and Containerization for HCL Digital Experience.
- Practitioner Studio
  Practitioner Studio is a newly designed user experience for HCL Digital Experience. Please see the following pages to understand how the new navigation is organized.
- HCL Experience API
  This shows developers how to provision, configure, and use the HCL Experience API with the HCL Digital Experience 9.5 platform.
- HCL Content Composer
  The HCL Content Composer delivers simplified processes for creating and managing Digital Experience site content.
- HCL Digital Asset Management
  HCL Digital Asset Management (DAM) adds a central platform to store and include rich media assets in Digital Experience site content to present engaging, consistently branded experiences across digital channels.
- The Woodburn Studio demo site
  The Woodburn Studio is a website that demonstrates the use of some of the popular HCL Digital Experience features.
- Reference
  View information that can help you use our product documentation including terms of use, trademarks, and more.

Client identification for external search engines | HCL Digital Experience

For the portal to recognize external search engines, HCL Digital Experience provides a client that covers several popular search engines.

This client is implemented according to the Composite Capability/Preference Profiles (CC/PP) standard. It has the capability HTML_SEARCH set. If you want to add more search engines, you can configure the client as required.

Client settings

The client has been implemented with the following settings:

User agent:: (.*(B|b)ot.*)|(.*BOT.*)|(.*(S|s)pider.*)|(.*(S|s)earch.*)|(.*(C|c)rawl(er)?.*)|(.*(G|g)rabber.*)|(.*(Y|y)ahoo.*)|(.*(S|s)lurp.*)|(.*Lycos.*)|(.*Wget.*)
This user agent covers most available large search engines, such as Google, Yahoo!, Lycos, or MSN. This pattern list also accommodates all other search engines that include segments of bot, spider, search, or crawler.
Capability:: For each search engine that you want to be able to crawl your portal, you need to set the capability HTML_SEARCH. Search engines usually visit a website twice, the first time to crawl the site, and the second time to validate the content. When a search engine visits a site for the second time, it usually does so by using a normal browser. Therefore enter additional capabilities for supporting the different browser settings. Examples: (HTML_4_0, HTML_IFRAME, HTML_FRAME, HTML_NESTED_TABLE, HTML_2_0, HTML_JAVASCRIPT, HTML_3_2, HTML_3_0, HTML_CSS, HTML_TABLE).
Manufacturer:: Search
Markup:: HTML

If you want to include search engines that are not covered by the default set, you can do so by using either the administration portlet Manage Clients or the XML configuration interface. For more information see the following topics.

Notes:

The search mechanism works correctly for the portal only if the search engine robots are identified to the portal in advance.
Search on your portal by external search engines requires additional configuration beyond client identification. For more details about this see the topics about Configuring your portal site for search by external search services and Configuring the Search Sitemap portlet for search by external search engines.