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HCL Digital Experience 9.5 [Legacy content]
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.
Portal administration
Use the Portal administration portlets that are provided with HCL Digital Experience to do various day-to-day administration tasks.
Setting user and group permissions
The User and Group Permissions portlet lets you view and modify the roles that users and groups have on resources.

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.
- 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.
  - Working with Practitioner Studio
    Learn how to enable, configure and disable Practitioner Studio on the latest version of HCL Digital Experience.
  - Web content
    Learn more about managing libraries, creating, editing or cleaning up data, and setting up syndication for HCL Digital Experience web content management.
  - Site templates
    Site templates are configured and managed using Site Builder. If you choose not to enable Practitioner Studio, you can still manage Site Templates using the Application navigation menu in the toolbar.
  - Themes
    Learn how to use the Theme Manager portlet and the Theme Optimization Analyzer in creating and developing theme web content.
  - Personalization
    Learn how to configure your HCL Digital Experience portal site as an Administrator.
  - Portal administration
    Use the Portal administration portlets that are provided with HCL Digital Experience to do various day-to-day administration tasks.
    - Manage pages portlets
      Use Manage Pages to create, edit, activate, order, and delete pages and external web pages and labels.
    - Administering virtual portals
      View information to help you scope your HCL Portal to have multiple virtual portals.
    - Customizing page templates in the Create Page dialog
      The hierarchy tree control makes it possible for HCL Digital Experience users to create new child and sibling pages based on predefined page templates.
    - Customizing Site Manager
      You can configure Site Manager by setting portlet preferences for the Site Manager portlet in Manage Portlets.
    - 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.
    - 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.
    - Portlets
      Portlets are small applications that are independently developed, deployed, managed, and displayed. After the portlet is deployed, you can use it multiple times on different pages.
    - WSRP services
      By using the Web Services for Remote Portlets (WSRP) standard. HCL Digital Experience can provide portlets, applications, and content as WSRP services.
    - Updating the Web Application Bridge
      After you migrated to the latest version of HCL Digital Experience and successfully tested it, update your migrated Web Application Bridge content.
    - Importing pages or page hierarchies by using the XML Import portlet
      You can import an XML configuration file to your HCL Digital Experience portal site by using the XML Import portlet.
    - Administration portlets overview
      HCL Digital Experience has administration portlets that assist you with managing resources. Get an overview of the administration portlets and the tasks you can complete with each portlet.
    - Users, Groups and Roles
      You need to create a different group for each type of user and then assign those groups different roles within your content management system.
    - Setting resource permissions
      Assign and control access for different types of resources.
    - Setting user and group permissions
      The User and Group Permissions portlet lets you view and modify the roles that users and groups have on resources.
    - Credential Vault
      The Credential Vault is a service that stores credentials that allow portlets to log in to applications outside the realm on behalf of the user.
    - Search
      All beans with tree navigation support identical commands for searching, but the available search criteria are different for each bean.
    - Tagging and rating
      Get an overview of the administrative tasks related to tagging and rating.
    - Tracing
    - Setting the portal entry page
      Use the Global Settings portlet to specify the page that a user sees when the user logs in to HCL Digital Experience.
    - Creating or editing a custom unique name
      You can create a new custom unique name for a portal resource or update an existing custom unique name.
    - Setting supported markups
      You can set supported markups on modifiable instances that implement the ModifiableMarkupCapable interface.
    - Client identification for search of the portal by external search engines
      For the portal to recognize external search engines, HCL Digital Experience provides a client that covers several popular search engines.
  - Registration/Edit my profile
    Managing Registration/Edit my Profile is one of the available Administrator-related features in the Practitioner Studio interface.
- 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.

Setting user and group permissions | HCL Digital Experience

The User and Group Permissions portlet lets you view and modify the roles that users and groups have on resources.

About this task

The User and Group Permissions portlet indicates whether roles are:

Explicitly assigned
Implicitly acquired through group membership
Inherited through the resource hierarchy

Roles for virtual resources: Resource types have predefined sets of applicable roles. You can assign access to all roles, including the Can Run As User role, for the following virtual resources:

CONTENT_MAPPINGS
DESIGNER DEPLOY SERVICE
EVENT HANDLERS
MARKUPS
POLICY MAPPING CONTEXTS
PORTAL
PORTAL SETTINGS
RATINGS
STEP_UP_AUTHENTICATION
TAGS
TEMPLATE DEPLOYMENT
THEME MANAGEMENT
USER SELF ENROLLMENT
VP URL MAPPINGS
WSRP EXPORT
XML ACCESS

To access the User and Group Permissions portlet and find instructions for managing access rights for users and user groups, do the following:

Procedure

Log in to HCL Digital Experience as an administrator.
Click the Administration menu icon .Site Administration > Advanced Administration.
Select Access > User and Group Permissions.
The User and Group Permissions portlet displays.
Click the portlet menu icon and select Help to access instructions for managing the access rights that users and user groups have for resources.