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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.
Roadmaps to create your website
Review the roadmaps to understand how to create your website.
Roadmap: Setting up the site for the content author
To help content authors reach their goals, a team of developers, administrators, designers, and information architects work together behind the scenes to set up the site. Page creation is a common goal of content authors. The page templates that are included when you install the product are great for exploring Site Manager and for some scenarios. As content authors add content, new sections of your site might require custom pages. The roadmaps in this section group common tasks that various roles within a technical team complete to implement a design wire frame for a new landing page.
Roadmap: Creating a custom theme
This roadmap highlights how to create the custom theme of the design from an HTML component. The theme is used to customize the site builder template and other page templates for the new site that the content author creates.

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.
    - Roadmap: Importing web content
      When you set up a new site, you might have content in an existing system that you need to migrate or import into your site.
    - Roadmap: Setting up the site for the content author
      To help content authors reach their goals, a team of developers, administrators, designers, and information architects work together behind the scenes to set up the site. Page creation is a common goal of content authors. The page templates that are included when you install the product are great for exploring Site Manager and for some scenarios. As content authors add content, new sections of your site might require custom pages. The roadmaps in this section group common tasks that various roles within a technical team complete to implement a design wire frame for a new landing page.
      - Roadmap: Determining the design requirements from an HTML prototype
        Information architects transform design prototypes that are received from design agencies into technical requirements. View sample HTML prototypes for a home page and landing pages. Then, explore how to separate the design into pieces with specific design requirements and technical considerations. Developers and administrators use these technical requirements to transform the design shown in the HTML prototypes into a customized theme, page components, a landing page template for the site, and more.
      - Roadmap: Creating content authors, groups, and setting permissions
        Administrators must understand the roles and goals of content authors to grant the appropriate permissions. Learn how to create users, create content author and reviewer groups, and grant access to resources and libraries.
      - Roadmap: Controlling who can create drafts, review, and publish content with workflows
        Your goal as the administrator is to control the flow of content from draft to published updates with a workflow. You must set up access across various content author roles to ensure that the correct content author groups can create drafts, route drafts for review, check content status, and publish content.
      - Roadmap: Creating a custom theme
        This roadmap highlights how to create the custom theme of the design from an HTML component. The theme is used to customize the site builder template and other page templates for the new site that the content author creates.
      - Roadmap: Creating the page components from the HTML prototype
        Now it is time to start creating the individual page components from your design wire frame. This roadmap highlights how to generate the following page components: banner, promotional text, teaser, and dynamic list.
      - Roadmap: Creating your landing page template
        You are an administrator that wants to create a landing page template that is specific to Greenwheels Travel. Page templates that display in Site Manager are created in the administration area of the site from existing page templates. This roadmap shows you how to create a Greenwheels landing page template, assign a workflow to your template, and change the theme to use your Greenwheels theme. Content authors can later select your new Greenwheels Landing Page template from Site Manager to create landing pages on your site.
  - 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.
  - 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.

Roadmap: Creating a custom theme | HCL Digital Experience

This roadmap highlights how to create the custom theme of the design from an HTML component. The theme is used to customize the site builder template and other page templates for the new site that the content author creates.

Who should use this roadmap

You are a developer on the technical team that is tasked with implementing the HTML prototype. You are responsible only for creating a custom theme and replacing the default logo with your company logo. Other developers are responsible for developing other pieces of the design. Learn the basics of creating and changing the theme logo to reflect your business.

Creating your custom theme

Procedure

Click the Applications menu icon. Then, click Theme Development.
Click Create Theme.
In the Title field, enter Greenwheels.
From the Template menu, select Simple.
Click Create.
When the dialog indicates that your theme was successfully created, click Done.

Now that you created your new theme, you can customize its look and feel.

From the Theme Manager, locate Greenwheels and select Manage properties.
In the General tab, select 1Column from the Default Layout menu.

Results

Your custom Simple Theme is now ready for the content author to use to customize site and page templates.

Changing the theme logo

Before you begin

Ensure that you created a custom theme for Greenwheels that uses the Simple Theme template. To learn how to create the custom theme, see Roadmap: Creating a custom Simple Theme.

Procedure

Create the directory ThemeLogo.
Use a WebDAV client to download the Greenwheels theme.
Open the directory ThemeLogo.
Upload your new logo to a folder in the theme, such as Greenwheels/css/images. In this example, the new logo is a .png image called logo.png.
Open the theme.html file in the root theme folder, Greenwheels/theme.html.
Locate the following code string:
<svg class="stLogo" role="img" aria-label="HCL Digital Experience"> <title>IBM Digital Experience</title> <use xlink:href="#stBee"></use> </svg>.
Replace the code string in Step 9 with the following code string:
<img alt="Logo" src="css/images/logo.png">.
Save the file.
Use a WebDAV client to upload the changed files of your theme.

Results

The default theme logo is replaced by the Greenwheels logo.