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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.
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.
Setting up marketing campaigns
Use these tools and features to setup marketing campaigns for your website.
Personalization
Portal Personalization provides automatic customization of website content for individual users and user groups.
Developing a personalized portlet
This exercise demonstrates how to use Personalization features of HCL Portal and Rational Application Developer to build your first personalized portlet. Your final result is a working portlet that uses Personalization rules and content spots to display personal news based on user attributes (or profiles).
Change content spot rule mapping
Change the default rule mapping to the new binding rule that you created for different customer types who will use the Personalized Offers portlet. Test the portlet for use by all customer types. Verify that the portlet displays the personalized content that is specified by the business rule for each user profile.

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.
  - 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.
    - Website building blocks
      Unless you are familiar with the HCL Digital Experience and HCL Web Content Manager website model, review the building blocks. Building blocks are the different parts that make up the website framework, such as pages, navigation, themes, content, content libraries, and more.
    - Creating reusable assets
      Use reusable assets to store or generate content that is used in more than one place in your website.
    - Building the website
      Building a website includes creating libraries, pages, and web content. You also create links and navigation to your content, and assign access to different types of users, such as editors and viewers.
    - Authoring tools
      There are multiple ways to create and manage content including using the site toolbar, inline editing, and the authoring portlet.
    - Preparing for content authors
      Before content authors can create content you must prepare your site to be ready for content creation, including preparing the site toolbar, enabling inline editing, and creating templates.
    - Developing and managing content
      Use these tools and processes to develop and manage your website.
    - Delivering web content
      The type of delivery method you use to deliver web content to your viewers depend on the type of content that is being delivered, and the type of viewers your website is intended for.
    - Vanity URLs
      You can associate vanity URLs with portal pages and labels. Vanity URLs are short URLs that people can easily remember. They are shorter than full HCL Portal URLs. They are sometimes also called marketing URLs. You can publish vanity URLs for marketing campaigns through different channels, such as email or print. This way, you can use vanity URLs to direct customers to a specific portal page or content item. Interested site visitors who want to view your campaign can then remember or copy the short vanity URL and type it into the browser address field.
    - Social rendering
      HCL Digital Experience page editors can use social rendering to feature social data that is hosted on a remote HCL Connections server in the context of portal pages.
    - Setting up marketing campaigns
      Use these tools and features to setup marketing campaigns for your website.
      - Personalization
        Portal Personalization provides automatic customization of website content for individual users and user groups.
        How a site is personalized
        Use this topic to understand how to define a personalized list of new articles for a website, such as a section of an intranet site for targeted employee bulletins or where the content of the site is tailored to the particular user.
        Personalization terms
        The concepts and principles for working with Portal Personalization require an understanding of terminology.
        The Personalization interface
        The Portal Personalization user interface consists of three portlets: the Personalization Navigator, Personalization Editor, and the Personalized List.
        Publishing personalization rules overview
        HCL Portal Personalization sends published rules across HTTP to a servlet which resides on each personalization server. This servlet can receive publishing data or initiate new publishing jobs. When a user begins a publishing job from the personalization authoring environment, the local servlet is provided with the set of information necessary to complete the job. The local servlet contacts the destination endpoint servlet (which could be the same servlet) and sends its data to it. The destination servlet reports success or failure.
        The Web Content resource collection
        The Web Content resource collection is installed and configured out of the box. This predefined collection allows you to write rules that select lists of content from HCL Web Content Manager. Rules specify which Web content to show in a Portal Personalization component in Web Content Manager.
        The Portal User resource collection
        Portal Personalization comes with a Portal User resource collection. This collection uses public APIs provided by HCL Digital Experience to access user information.
        LikeMinds Recommendations
        Personalization contains a dynamic recommendation system based on LikeMinds. LikeMinds is software that is used with your e-commerce applications. LikeMinds analyzes user interactions that occur on your Web site and generates real time predictions and recommendations to your Web site users.
        Feedback and analytics
        Personalization provides a complete logging framework for collecting data on how visitors are using your Web site. If Feedback is enabled, data is automatically collected about each Personalization rule that is fired. In addition, development tools enable websites to collect a variety of data related to visitors' actions and behavior. By default this data is logged to a standard database schema for later analysis and reporting. The framework is also extensible, allowing websites to customize and supplement the way data is collected and stored to more fully meet their needs.
        Developing a personalized portlet
        This exercise demonstrates how to use Personalization features of HCL Portal and Rational Application Developer to build your first personalized portlet. Your final result is a working portlet that uses Personalization rules and content spots to display personal news based on user attributes (or profiles).
        Prerequisites for the Personalization portlet exercise
        This exercise is intended for users with significant HCL Portal administration experience and strong portlet Java development skills.
        Install the Personalization sample
        This exercise installs the Portal Personalization sample and configures your database for the Personalization sample. No additional database requirements are needed.
        Create the JSP file in Rational Application Developer
        Create a basic JSR 168 portlet file for the Personalized Offers project and add the welcome text to the portlet.
        Create the Personalization content resource classes and content spot
        View the steps to create the Personalization content resource classes and content spot using IBM Rational Application Developer.
        Creating the Personalization user resource classes and content spot
        Use the Project Explorer of IBM Rational Application Developer to create the user resource classes and content spot for the Personalization demo that creates the Personalized Offers portlet for different customer profiles.
        Coding the portlet JSP
        Use the Rational Application Developer Project Explorer to work with the pers_offers.Pzn_offersSpot.class and the pers_offers.Per_Offers_UserSpot.class to define the context parameters offersSpot and the userSpot. Code the setRequest calls to pass the user context to personalization.
        Export the WAR file and install the portlet
        Export the IBM Rational Application Developer project to a war file and install the portlet on a portal page.
        Import Personalization Workspace resource collections
        Use the Personalization Navigator to create Workspace folders for the resource collections. Then import the resource collections into the Workspace of the Personalization Navigator.
        Create a simple content rule
        Use the Personalization Editor to create a business rule for a resource collection.
        Create a content spot
        Use the Personalization Editor to create a placeholder for the rule that renders the selected content on a Web page. This placeholder is the content spot. Specify which rule to place in the content spot; this is called mapping the rule to the content spot or creating a rule mapping. In this example, the content is a resource collection.
        Enhance the Personalized Portlet
        Introduce enhancements in the Personalized Portlet.
        Insert dynamic table html/jsp code
        Use Rational Application Developer to code the dynamic table in the Personalized Offers portlet JSP. Export the project as a web archive (WAR) file. Open the HCL Portal Administration page for Portlet Management and update the web module that contains the Personalized Offers portlet.
        Modify resource collection properties
        Use the Personalization Navigator to specify the Translator Class for the resource collection.
        Create the user profiler rule
        Use the Personalization Editor to create a profiler rule for users who qualify as customers for Gold Offers in the Personalized Offers resource collection.
        Create additional advanced rules
        For each customer type specified by a profile, add to the business rule (the profiler) by selecting actions to build the syntax of the rule.
        Change content spot rule mapping
        Change the default rule mapping to the new binding rule that you created for different customer types who will use the Personalized Offers portlet. Test the portlet for use by all customer types. Verify that the portlet displays the personalized content that is specified by the business rule for each user profile.
        Personalized List portlet
        The Personalized List portlet provides a ready-to-use portlet for displaying personalized content from rules, content spots, or resources. In many cases, it eliminates the need to code new portlets and JSP files yourself. You can use this portlet instead of coding the IBM Rational Application Developer portlet.
        Uninstall Personalization sample and database
        View the steps to uninstall Personalization sample demo, database, and users.
        Personalization programming reference
        HCL Digital Experience provides the programming model, processes, and APIs for the Personalization rules and resource engines.
        Personalization APIs
      - Social Media Publisher
        The Social Media Publisher for HCL Web Content Manager is an extension to HCL Web Content Manager that allows businesses to promote their web content on social networks, and provide some basic statistics about the promoted content.
    - HCL Web Content Manager Multilingual Solution
      The HCL Web Content Manager Multilingual Solution is a set of tools that are used to manage translated versions of localized and regionalized websites.
    - Syndicated Feed Portlet
      The Syndicated Feed Portlet for HCL Digital Experience offers enhanced feed subscription and presentation capabilities.
  - 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.

Change content spot rule mapping | HCL Digital Experience

Change the default rule mapping to the new binding rule that you created for different customer types who will use the Personalized Offers portlet. Test the portlet for use by all customer types. Verify that the portlet displays the personalized content that is specified by the business rule for each user profile.

Before you begin

Before you begin this procedure, ensure you have properly created additional advanced rules.

Procedure

In the Personalization Navigator, select the content spot Pzn_offersSpot, located in the Workspace Root.
In the Personalization Editor portlet, click Edit.
Change the default rule mapping to the new binding rule and click Save.
Log in to the Portal as Scott, with password pzndemo, a Gold customer.
Run the enhanced Personalized portlet
Log out, then log in as Marge, with password pzndemo, a Platinum customer.
Run the portlet.

Results

If you run the portlet as wpsadmin, it fails because wpsadmin does not exist in the user resource database, and the programmer who coded the JSP did not code the proper error handling.

Congratulations! You have finished building a Personalized portlet.

What to do next

The next topic, Personalized list portlet, shows how to use this portlet instead of coding the Rational Application Developer portlet.