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HCL Digital Experience 9.5 [Legacy content]
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.
Setting up the target environment
The migration requires you to install the required Portal and WebSphere® binary installations. To prepare your target environment, ensure that you have applied the latest cumulative fix and the most recent fix pack before you start migration. In addition, create new copies of the source databases for the target environment to use, and prepare the target environment for any custom applications that have dependencies or any other tasks that need to be performed for remote or cluster migrations.
Target environment considerations
Installation planning of the target environment must be part of your overall migration planning. There are some considerations to keep in mind when you install HCL Portal and you plan to do a migration from your existing installation.

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.
- 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.
  - Overview
    Migration is the process of collecting configuration data and applications from an earlier installed version of HCL Digital Experience and merging them into a newer installed version. So that the new environment is identical to the earlier environment. For the z/OS® platform, the new version must be on the same server as the earlier version. Migration to a different (remote) server is not supported.
  - Planning for migration
    Completing a thorough plan before migrating to the latest version of HCL Digital Experience has a direct impact in the effort invested during the actual migration. Become familiar with the environment you are migrating to (target environment). Also, make sure that the environment you are migrating from (source environment) is up to date with fixes and meets the requirements for migration.
  - Preparing your source environment
    Before you begin the steps for migration, you must perform some critical tasks on your source environment, such as creating back ups, installing the latest cumulative fix and one of the two most recent fix packs, and disabling automatic synchronization if you are migrating a cluster. Review the topics in this section, and perform the required tasks to ensure that your source environment remains functional and the migration completes successfully.
  - Setting up the target environment
    The migration requires you to install the required Portal and WebSphere® binary installations. To prepare your target environment, ensure that you have applied the latest cumulative fix and the most recent fix pack before you start migration. In addition, create new copies of the source databases for the target environment to use, and prepare the target environment for any custom applications that have dependencies or any other tasks that need to be performed for remote or cluster migrations.
    - Target environment considerations
      Installation planning of the target environment must be part of your overall migration planning. There are some considerations to keep in mind when you install HCL Portal and you plan to do a migration from your existing installation.
    - Installing Portal and WebSphere binary files
      On your target system, you must install the portal and WebSphere® binary files.
    - Installing fix packs on the target environment
      Periodically, fix packs are released to integrate product code fixes. Between fix pack releases, there are interim fixes to ensure product reliability and stability. You must apply the latest available fix pack and cumulative fix to the target environment. The Recommended fixes link provides links to fix pack and interim fix downloads. There is also information about what is recommended and what is required.
    - Copying portal binary files to the deployment manager
      Complete this task if the deployment manager is not sharing application binary files with a Portal install.
    - Copying files for third party and custom applications
      The Portal migration attempts to install custom applications in the target environment, but it does not automatically copy the files required for those applications. If the files are not copied over, it is possible that the applications will fail to install or not work properly.
    - Maximum open file descriptors for Unix-based platforms
      For Unix-based platforms, the default open file descriptor must be set to 200000 to allow the Configuration Wizard commands to run properly during migration.
    - Copying files for third party and custom applications
      To keep the earlier portal environment in production and reduce the amount of downtime during migration copy the earlier portal server JCR and Release domains. Connect to the domain copies and then update the new portal server with the domain copies. The process of connecting to the domain copies must be done after you upgrade the ConfigEngine tool but before you upgrade the Portal profile.
    - Database considerations
      Depending on the type of database that you use, there might be extra considerations or tasks to complete before and after you migrate your data. Review the information that is tailored for your database type to ensure the migration process completes successfully.
  - Migrate data using the configuration wizard
    For Version 8.5, data, applications, databases, property files, security settings, and configuration are migrated using the Configuration Wizard. Use the roadmaps for cluster and stand-alone environments to guide you through the process.
  - Next steps
    To complete migration, you must first perform several post-migration steps that depend on how Portal is being used. After completing the post-migration steps, review the Enabling new functionality section to take advantage of the new tools available in HCL Digital Experience 8.5. Enabling new functionality should not be started until all post-migration steps have been completed.
- 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.

Target environment considerations | HCL Digital Experience

Installation planning of the target environment must be part of your overall migration planning. There are some considerations to keep in mind when you install HCL Portal and you plan to do a migration from your existing installation.

Installing a brand new HCL Digital Experience

When you install a new environment for migration, you must choose the binary-only option. This installation type does not create any profile that might conflict with the migration process. Refer to the Related information section for specific details on installing the target environment.

Installing the latest fix pack and cumulative fix

Ensure that you install the latest available fix pack and cumulative fix. They might include fixes and improvements to the migration process. Refer to Recommended fixes and updates for HCL Portal and Web Content Management for details.

Reserved user names and special characters

There are other considerations to keep in mind around the user IDs and passwords when compared to a regular installation. The xyzadmin is a reserved value and cannot be used as HCL Portal or WebSphere® Application Server administrator name. You must change the administrator name from your source environment if you are using this name.

Migration on z/OS®

For the z/OS® operating system, the new version of HCL Portal (target) must be on the same server as the earlier version (source). Migration to a different (remote) server is not supported.