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HCL Digital Experience 9.5 [Legacy content]
Administering
Use the administration tools that are provided with the HCL Digital Experience to do various day-to-day administration tasks.
Managing portlets, portlet applications, and iWidgets
You must do some preparatory tasks before you make your portlets, portlet applications, or iWidgets available to your users by putting them on portal pages. This preparatory task includes installing, deploying, and configuring portlets, applications, and iWidgets.
Modifying portlet applications and portlets
You must perform some preparatory tasks before you make your portlets and portlet applications available to your users by putting them on portal pages.

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.
- 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.
  - Roadmap: Syndication
    Syndication is the tool that is used to replicate data from a web content library on one server to a web content library on another server. The relationship between a syndicator and a subscriber can be either a one-way or two-way relationship.
  - Portal administration tools
    Learn about the different tools that you can use to administer your portal.
  - Web content administration tools
    HCL Web Content Manager includes tasks and tools to help maintain your content management system. For example, use the member fixer task to resolve renamed or deleted users and user groups. Use the workflow checker and updater tools to modify workflow security settings, reschedule pending actions, and add workflow to items. Web Content Manager also includes tools to assist with library and item management, and item and version history management.
  - Starting and stopping servers
    Various installation and configuration tasks require you to start and stop IBM WebSphere Application Server and the HCL Digital Experience application servers, deployment managers, and node agents.
  - Users and groups
    HCL Digital Experience offers you centralized administration of users and user groups, allowing you to better define users and manage user access rights. Users can register and manage their own account information, or an administrator can provision and manage users. Group memberships can be used to give the required permissions to access an object or perform a request.
  - Managing portlets, portlet applications, and iWidgets
    You must do some preparatory tasks before you make your portlets, portlet applications, or iWidgets available to your users by putting them on portal pages. This preparatory task includes installing, deploying, and configuring portlets, applications, and iWidgets.
    - Web modules, portlet applications, and portlets
      A web module represents a web application. It is used to assemble servlets and JSP files as well as static content, such as HTML pages, into a single deployable unit.
    - Installing a portlet
      Installing a portlet makes it available to portal users. Adding a portlet to a page makes the portlet accessible to users with the appropriate rights.
    - Deploying Java Platform, Enterprise Edition resources
      You can manually predeploy portlet application WAR files by using the WebSphere Integrated Solutions Console and later register them into HCL Portal, together with other Java Platform, Enterprise Edition resources and artifacts.
    - Activating and deactivating portlet applications or portlets
      By default, portlet applications and portlets are set to an active state after installation. You can deactivate a resource to prevent users from accessing it without changing their user roles. When a portlet application or portlet is in the active state, portal users with appropriate access can include it on their personal pages and customize it. Users that have active references to those inactive portlets on a portal page will see a message stating that the portlet is temporarily disabled.
    - Modifying portlet applications and portlets
      You must perform some preparatory tasks before you make your portlets and portlet applications available to your users by putting them on portal pages.
      - Configuring portlet applications or portlet parameters
        Many portlet applications and portlets have associated configuration parameters that must be changed after deployment. Manage Applications and Manage Portlets allow you to modify configuration parameters.
      - Switching from the HCL Digital Experience 9.5 Practitioner Studio to the HCL Digital Experience 8.5 and 9.0 Login interface
        With the HCL Digital Experience 9.5, a new login user interface is presented. HCL Digital Experience Administrators can switch back to the HCL Digital Experience 8.5 and 9.0 user interface by configuring the portlet.
    - Copying portlet applications
      Using the Manage Portlet Application, you can copy a portlet application, which includes some or all of the portlets from the original portlet application. If you want additional instances of a portlet application, use the Manage Portlet Application to make copies.
    - Copying portlets
      Use Manage Portlets to copy a portlet. If a portlet is copied or a remote portlet is integrated, a new portlet application is created by the portal that holds the new portlet.
    - Updating Web modules, portlet applications, and portlets
      Update a portlet application by updating the WAR file in Manage Web Modules. The newer version of the resource in the WAR file updates the existing portlet application, without breaking the links between user data and the resource. User-specific settings for portlets within the updated resource remain unchanged.
    - Deleting Web modules, portlet applications, or portlets
      Web modules can be deleting or uninstalled in Manage Web Modules and portlet applications can be deleted using Manage Applications. Portlets can be deleted using Manage Portlets.
    - Disabling anchors in portlet URLs
      When you access a portlet in HCL Digital Experience, the portal appends an anchor to the portlet URL. If several portlets are arranged vertically on a page, this appended anchor forces the browser to scroll down to the portlet rather than display the start of the page. You might prefer to have the start of the page that is displayed, even if the link that was clicked points to a portlet, which is placed further down on the page. To achieve this, you can disable the anchors.
    - Managing iWidgets in your portal
      You can add iWidgets to your HCL Digital Experience.
  - Administering managed pages
    You can run advanced administration tasks for managed pages, such as generating URLs for projects or working with projects by using scripts, or working with vanity URLs.
  - Manage pages portlets
    Use Manage Pages to create, edit, activate, order, and delete pages and external web pages and labels.
  - Managing theme capabilities
    You can administer the theme module framework. This includes deploying resources that can be cached, configuring capability filters, and disabling the automatic prerequisite loading feature.
  - Managing community pages
    Community associations associate a portal page with a community in HCL Connections.
  - Managing your cluster
    After installing and configuring your clustered environment, you will need to manage the different parts of your cluster to ensure a highly available production environment.
  - Managing your site
    Earlier versions of HCL Digital Experience provided the Resource Manager portlet for performing site management. With Version 8.0 of HCL Portal and HCL Web Content Manager, this site management functionality has been replaced by the new functionality for managing pages.
  - Tagging and rating
    Get an overview of the administrative tasks related to tagging and rating.
  - Using WebDAV with HCL Portal
    HCL Digital Experience provides a Web-based Distributed Authoring and Versioning (WebDAV) implementation that individual services can use by plugging into. WebDAV is a set of extensions to the HTTP protocol that allows you to collaborate on editing and managing files on remote Web servers.
  - Virtual portals
    View information on how you can scope your HCL Portal to have multiple virtual portals.
  - Language support
    To reach as many users as possible, HCL Digital Experience supports different languages for different locations. For instance, a large, international corporation might address users in different countries or regions through multilingual Web sites. In this context the portal can concurrently serve portal views to large numbers of users, each in the user's preferred language.
  - WSRP services
    By using the Web Services for Remote Portlets (WSRP) standard. HCL Digital Experience can provide portlets, applications, and content as WSRP services.
  - Browser behavior and scenarios
    Browser behavior for the back button, bookmarks and history affect user interaction and cause unexpected results.
- 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.

Modifying portlet apps and portlets | HCL Digital Experience

You must perform some preparatory tasks before you make your portlets and portlet applications available to your users by putting them on portal pages.

A portlet is initially displayed in the View mode. A user can apply customization to individual, selected, or all instances of the portlet by leaving the View mode and entering into the Personalize, Edit Shared Settings, or Configure mode as appropriate. To access these other modes, hover over the portlet title bar, click the Display portlet menu icon and select the appropriate mode. Refer to the following descriptions for more information about the Personalize, Edit Shared Settings, and Configure modes.

Note: Once you leave the View mode by selecting another portlet mode, you must click Back from the portlet menu to return to the View mode. You must return to the View mode before changing to another mode.

Personalize: Updates change the look of the portlet only for the user who makes the updates. In order for a user to have access to personalize settings, they must be granted at least Privileged User role on the page and Privileged User role on the corresponding Portlet Definition. This is available for standard portlets and IBM portlets.
Edit Shared Settings: Updates change the default look of the portlet on a specific page. All users see the change when they access that page. In other words, all (the particular) portlet instances on a page are modified, but not all instances of that portlet on every page. If you want the changes to appear on every page that portlet appears, you must modify the settings on each page. In order for a user to have access to edit shared settings they must be granted at least Editor role on the page and Editor role on the corresponding Portlet definition. This is available for standard portlets and IBM portlets.
Configure: Updates change the default look of a portlet for all portlet instances. All users see the portlet changes on all pages that portlet is available. A user needs to have at least Manager role on portlet definition to have access to configure a portlet.

It depends on the portlet which selection options are available in the portlet menu.