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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.
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.
Configuring global settings for social rendering
You can apply some global configuration settings to social rendering. These global settings apply to all social lists in your HCL Portal.
Configuring portal user ID conversion based on directory service
When you use social rendering with an HCL Connections server, you must configure both HCL Digital Experience and HCL Connections against the same directory service. Depending on the directory service that you use, HCL Portal needs to convert the user IDs of portal users to a format that the HCL Connections server accepts. For example, this conversion is required if both HCL Portal and HCL Connections are configured against a Domino Directory service or a Microsoft Active Directory.

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.
      - Roadmap: How to work with social rendering
        Before you can use social rendering in your HCL Digital Experience, you need to set up HCL Connections integration. After you do that, your users can start working with the default view definitions that social rendering provides. You might want to configure and customize the social data that is rendered on your portal pages for your site visitors. In this case, you can configure and administer social rendering as required for your portal. You can also customize the view definitions, or create your own custom appearance components.
      - Working with lists of social objects
        You can design lists of social objects in different ways that are related to their content, visual design, and other characteristics. You can also use the HCL Digital Experience Tag Cloud portlet in combination with your lists of social objects, so that your site visitors can navigate social data based on tags. These tasks are usually done by page editors.
      - Configuring global settings for social rendering
        You can apply some global configuration settings to social rendering. These global settings apply to all social lists in your HCL Portal.
        Configuring the HCL Connections server type
        You can use social rendering with an on-premises HCL Connections server or with an HCL Connections server that runs in the Smart Cloud for Social Business. If you use the latter type of connections server, you need to adapt the configuration accordingly.
        Configuring the maximum number of items loaded from HCL Connections
        You can define a value for the maximum number of social objects that you want the HCL Connections to return when data for a list of social objects is requested.
        Configuring portal user ID conversion based on directory service
        When you use social rendering with an HCL Connections server, you must configure both HCL Digital Experience and HCL Connections against the same directory service. Depending on the directory service that you use, HCL Portal needs to convert the user IDs of portal users to a format that the HCL Connections server accepts. For example, this conversion is required if both HCL Portal and HCL Connections are configured against a Domino Directory service or a Microsoft Active Directory.
        Configuring the tags transmission limit
        You can configure your lists of social objects that retrieve data from the HCL Connections to transmit tags to the Tag Cloud portlet. You can limit the number of tag names that are loaded from HCL Connections. You configure this limit in the WP Connections Integration Service resource environment provider.
        Configuring globally how social object data is served
        Among other features, social objects have different links that enable users to download related data. For example, users can use links to download a file or the profile image of the author. You can globally configure how social object data is served to the users. To do so, you use a setting in the WP Connections Integration Service resource environment provider in the WebSphere Integrated Solutions Console.
        Configuring globally how social object links are resolved
        You can include one or many attributes of social objects in the design component that defines the visual design of your social list. Among other features, social objects have different resolvable links that enable users to open details views of the social objects or the community to which the social objects belong. If you plan to add these links to your social list, you can decide how you want the social objects and their home community to be resolved when users click the corresponding links. HCL Digital Experience can either resolve the links in the context of the portal itself, or redirect the user to the HCL Connections user interface. You can globally configure how these types of links of social objects are resolved for the users. To do so, you use a setting in the WP Connections Integration Service resource environment provider in the WebSphere Integrated Solutions Console.
        Configuring file type icon mappings
        Social rendering provides two types of list appearance components for result lists: simple and comprehensive. Both list appearances components show file type-specific icons when they render list entries that refer to individual files. In this case, the file type is determined based on the file extensions of the individual files. You can configure the set of file types that you want to use in the WP Connections Integration Service resource environment provider. In the context of social lists, a file type is defined by a file type name and a list of file extensions. This list defines the mapping between individual files and your file types. In your social list appearance components, you can then access the file type name for a specific file by using the Web Content Manager [AttributeResource attributeName="fileType"] tag. That tag is defined in the Digital Data Connector (DDC) for HCL Portal profile. You can then use the file type name to render the appropriate image, for example, by assigning a corresponding CSS class.
      - Administering social lists
        You can administer several aspects of social lists. For example, you can add your own social lists to the content shelf, or you can tune the social object caches for performance.
      - Customizing view definitions for portal site visitors
        You can customize social rendering view definitions in a number of ways. For example, you can determine the social data that is shown and the visual appearance of the data. You customize social rendering by working with the social list definition authoring template. For custom view definitions, you can also create your own authoring templates.
      - Adding widgets to a community
        As an owner of an HCL Connections community, you can define the set of widgets that are available in the community. For this purpose, you use the Customize option in HCL Connections. For example, you might choose to add the Blog widget to a specific community. This way, community owners have control over the set of services available in the communities they own.
      - Extending social lists by using the digital data connector
        The social rendering feature in HCL Digital Experience 8.5 is implemented as an Digital Data Connector (DDC) for HCL Portal plug-in.
    - Setting up marketing campaigns
      Use these tools and features to setup marketing campaigns for your website.
    - 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.

Configuring portal user ID conversion based on directory service | HCL Digital Experience

When you use social rendering with an HCL Connections server, you must configure both HCL Digital Experience and HCL Connections against the same directory service. Depending on the directory service that you use, HCL Portal needs to convert the user IDs of portal users to a format that the HCL Connections server accepts. For example, this conversion is required if both HCL Portal and HCL Connections are configured against a Domino Directory service or a Microsoft Active Directory.

About this task

To configure the user ID conversion, set the following custom property in the WP Connections Integration Service Resource Environment Provider in the WebSphere® Integrated Solutions Console:

use.userid.conversion

Set this property to one the following values:

true: Specify this value if you want to apply the user ID conversion.
false: Specify this value if you do not want the user ID conversion to be applied. This value is the default value.

Supported values for this property are as follows:

Procedure

Log in to the WebSphere® Integrated Solutions Console.
Click Resources > Resource Environment > Resource Environment Providers.
Select WP ConnectionsIntegrationService.
Under Additional properties, click Custom properties.
Locate the property use.userid.conversion. If this property is not listed yet, create it new.
Set the value for the property use.userid.conversion to one of the values that are listed earlier.
Save your changes.
Restart your portal server for the changes to take effect.