Roadmap: Test or small production environment

A stand-alone server topology is ideal for a test or small production environment. In this roadmap, the web server, database, and user registry software are distributed to different physical servers.

Remember: Ensure that you configure the web server plug-in after you transfer your database.

Who should use this roadmap

Use this roadmap if you are an organization with the following requirements:
  • An organization that needs an environment to test their applications and designs before they go live to the server.
  • An organization that does not need a clustered environment for failover or high availability.
  • An organization with limited server resources that wants to set up a department server or small website.

Topology diagram

A stand-alone server topology is versatile. It is the foundation for a portal farm, authoring environment, test or rendering environment, small department-level deployments, and more. A typical stand-alone portal server topology includes a remote database and LDAP server. For many environments, it also includes a web server to direct incoming traffic.

A stand-alone portal server with remote database and LDAP server

Preparing for the installation process

Gather information and software before you install HCL Digital Experience.


  1. Check requirements.
  2. Get the software. New and existing users need to sign up or register at HCL Software and download their preferred HCL Digital Experience package.

Installing prerequisite

You can use existing prerequisite software installations. Verify that your existing version is supported. If it is not, upgrade to the appropriate version. Otherwise, install a web server, database server, and user registry server. Typically the database and user registry servers are already installed and configured. However, there might be specific configuration steps that are required to integrate them with the portal server. Visit Installing and preparing the prerequisite software for more topic information.


  1. Install a web server.
  2. Prepare a database server.
  3. Prepare a user registry.

Installing the HCL Digital Experience

Installing HCL Portal involves preparing your operating system, installing or upgrading the installation manager, and running the installation program.

About this task

Applying the latest cumulative fix

Portal maintenance is delivered through individual fixes (Fixes) and Combined Cumulative Fixes (CFs), which is recommended to your environment.

About this task

Setting up a stand-alone server

Start the configuration wizard to set up your stand-alone server. First, transfer your database. The Database Transfer configuration option in the Configuration Wizard assigns users and permissions, creates databases, obtains support for database collation, and transfers your database. After you transfer your database, enable your federated LDAP user registry.

Before you begin

Log in to HCL Digital Experience to verify that you have a working portal:,
where is the fully qualified host name of the server where
Portal is running and 10039 is the default transport port that is created by DX® Application Server. The port number might be different
for your environment.


  1. To get the latest updates for the wizard, apply the most recent Combined Cumulative Fix. For more information about applying the latest fix pack, visit Combined cumulative fix strategy for more topic information.
    Note: Skip this step, if you have the most recent fix pack applied.
  2. Access the Configuration Wizard. Go to http://your_server:10200/hcl/wizard.
    Note: If working with HCL Digital Experience 8.5 or 9 software level prior to CF18, the wizard address will be: http://your_server:10200/ibm/wizard. After installing CF18, the configuration wizard will automatically be adjusted to http://your_server:10200/hcl/wizard.
    Restriction: There is a known issue with Chrome version 45.x and the Configuration Wizard. If you are experiencing difficulties, use a different browser when you access the wizard.
  3. Log in to the Configuration Wizard with the administrative ID for the configuration wizard profile, cw_profile.
    Note: If the language is not currently supported for the user interface, you might see the English version. For details on supported languages and the language codes for all of the HCL Digital Experience user interfaces, see Supported languages.
  4. Select Set Up a Stand-alone Server > Database Transfer.
  5. Provide information about your environment.
  6. Save your configuration settings.
  7. Choose one of the following options:
    • Click Download Files to run the steps remotely.
    • Click Run All Steps to run the steps locally.
  8. Optional: If you changed the context root during the installation or configuration of HCL Digital Experience, then you must complete the optional next step from the Configuration Wizard to update parameters with the new context path after you complete the Create a Deployment Manager configuration option. For more information about this configuration option and completing the next steps, see Create a deployment manager.
  9. Log in to HCL Digital Experience to verify that you have a working portal server.
  10. Select Set Up a Stand-alone Server > Enable Federated Security.
    Note: If you set Use Administrator IDs stored in your LDAP user registry to yes, the and HCL Digital Experience user IDs and passwords are changed to the LDAP user ID and password. If you do not want to change both user IDs and passwords to match the LDAP user ID and password, set this value to no. After you configure your LDAP user registry, you can manually change the user IDs and passwords.
  11. Provide information about your environment.
  12. Save your configuration settings.
  13. Choose one of the following options:
    • Click Download Files to run the steps remotely.
    • Click Run All Steps to run the steps locally.
  14. Log in to HCL Portal to verify that you have a working portal server.
  15. Optional: If you want to shorten your site URL for search engine optimization benefits, you can modify your context root and remove navigational state information from your URL by using the Modify Site URLs for Search Engine Optimization configuration option.

Configuring the web server


Move the web server plug-in from the WebSphere® Application Server to the web server.

Tuning the servers in your environment

Tuning the servers is important to the performance of your portal environment. HCL Digital Experience is not tuned for a production environment after installation and deployment. Your database needs tuning for improved performance. You can organize your database now or soon after you finish your configuration. You need to tune and maintain your database on a regular basis.


  1. Run the performance tuning tool to complete an initial tuning of your servers.
  2. Check the tuning guide for more instructions. Use the tuning guide for the previous product version when the tuning guide for the current release is unavailable.

Next steps

Depending on the choices that you made during the installation and set up, there are additional tasks to configure your environment.

The following options are available to continue configuring your environment:
Configure global settings
Documentation resource: Configuring portal behavior
Change the default portal Uniform Resource Identifier (URI)
If you changed the context root on the Configuration for HCL Portal: Profile configuration details: Advanced panel during installation: Completing the context root change started during installation
If you want to change the context root after installation: Changing the portal URI after an installation
Adapt the attribute configuration to match the LDAP server
Documentation resource: Adding more attributes to VMM
Configure syndication
Documentation resource: Syndication
Update your user registry
Documentation resource: User registry
Documentation resource: Portal Search