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HCL Digital Experience 9.5 [Legacy content]
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.
Preparing your source environment
Before you begin the steps for migration, you must perform some critical tasks on your source environment, such as creating back ups, installing the latest cumulative fix and one of the two most recent fix packs, and disabling automatic synchronization if you are migrating a cluster. Review the topics in this section, and perform the required tasks to ensure that your source environment remains functional and the migration completes successfully.
Prepare UX Screen Flow Manager
If you are migrating from Version 8.0.0.1 with the UX Screen Flow Manager (UXFM) enabled, then you must remove the dialog definitions, and then uninstall UXFM before you migrate to Version 8.5. Before you remove the dialog definitions and uninstall UXFM, it is highly recommended that you export your dialog definitions, and when migration is complete, you can import your dialog definitions into your upgraded system. If you do not export your dialog definitions, then your data will be lost.
Exporting UXFM dialog definitions
Export and save your dialog definitions before you migrate to Version 8.5.

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.
  - Overview
    Migration is the process of collecting configuration data and applications from an earlier installed version of HCL Digital Experience and merging them into a newer installed version. So that the new environment is identical to the earlier environment. For the z/OS® platform, the new version must be on the same server as the earlier version. Migration to a different (remote) server is not supported.
  - Planning for migration
    Completing a thorough plan before migrating to the latest version of HCL Digital Experience has a direct impact in the effort invested during the actual migration. Become familiar with the environment you are migrating to (target environment). Also, make sure that the environment you are migrating from (source environment) is up to date with fixes and meets the requirements for migration.
  - Preparing your source environment
    Before you begin the steps for migration, you must perform some critical tasks on your source environment, such as creating back ups, installing the latest cumulative fix and one of the two most recent fix packs, and disabling automatic synchronization if you are migrating a cluster. Review the topics in this section, and perform the required tasks to ensure that your source environment remains functional and the migration completes successfully.
    - Clean up your source profile
      During the migration, your source profile is exported. Basically, this export copies your profile to a back up folder. To speed up the process and prevent failures, delete or move unnecessary files from the profile folder.
    - Install fix packs on the source environment
      Periodically fix packs are released to integrate product code fixes. Between fix pack releases, there are interim fixes to ensure product reliability and stability. You must apply the latest cumulative fix to the source environment. The Recommended fixes link provides links to fix pack and interim fix downloads. There is also information about what is recommended and what is required.
    - Verifying property files
      Ensure that the existing portal environment is at the appropriate service level for migration.
    - Backing up the system
      Make sure that you have a current backup and recovery policy before you alter the source environment. Follow the instructions in the Backup and restore section to ensure that you cover all the affected assets.
    - Disabling automatic synchronization to protect your clustered source environment
      The target environment initially uses the same ports as the source environment. There are three important steps you must complete to ensure that the source and target environments do not become corrupted.
    - Verifying that WebSphere Application Server Trust Association Interceptor is enabled
      The automated migration of the HCL Portal profile requires that the Trust Association Interceptor (TAI) is enabled so that you can configure content in WebDAV during migration.
    - Preparing Web Content Manager content
      To migrate HCL Web Content Manager data, you must remove the locks on content and rename the content libraries.
    - Migrating search components
      The search components in your source portal might require preparation steps and then extra steps on the target portal.
    - Migrating from a 32-bit source environment to 64-bit target environment
      The 32-bit Portal installation is no longer supported in HCL Digital Experience 8.5. If you are migrating from a 32-bit source environment to a 64-bit Version 8.5 environment, you need to take extra steps to ensure that the WASPreMigration task completes successfully.
    - Prepare UX Screen Flow Manager
      If you are migrating from Version 8.0.0.1 with the UX Screen Flow Manager (UXFM) enabled, then you must remove the dialog definitions, and then uninstall UXFM before you migrate to Version 8.5. Before you remove the dialog definitions and uninstall UXFM, it is highly recommended that you export your dialog definitions, and when migration is complete, you can import your dialog definitions into your upgraded system. If you do not export your dialog definitions, then your data will be lost.
      - Exporting UXFM dialog definitions
        Export and save your dialog definitions before you migrate to Version 8.5.
      - Removing UXFM dialog definitions
        Remove the UX Screen Flow Manager (UXFM) dialog definitions before uninstalling UXFM. This is a required step before you uninstall UXFM.
      - Uninstalling UX Screen Flow Manager
        If you are migrating from Portal 8.0.0.1 with the UX Screen Flow Manager (UXFM) enabled, then you must uninstall UXFM before migrating to Version 8.5.
    - Removing HCL Commerce integration
      If you have HCL Commerce integrated with HCL Digital Experience, you must remove HCL Commerce from your source portal profile before you begin migration.
    - Removing unsupported composite applications
      Composite applications are no longer supported. If you have a composite application in your system and you migrate to Version 8.5, the migration fails. Ensure that all composite applications are deleted before you start the migration. When you delete a composite application, you must also run the resource cleaner, otherwise pages can still exist in the database.
    - Removing obsolete portlets from virtual portal scripts
      Some portlets were deprecated or removed in this release. If you have references to deprecated or removed portlets in your virtual portal scripts, you must manually remove those references.
    - Distinguished names
      If you are using LDAP in your source environment, make sure that the wkplc.properties file is properly configured. You might have a configuration that is working, but it might not be supported after migration. Short distinguished names (DN) are not supported. Make sure that the properties files in your source environment are set with the fully qualified distinguished names.
    - Maximum open file descriptors for Unix-based platforms
      For Unix-based platforms, the default open file descriptor must be set to 200000 to allow the Configuration Wizard commands to run properly during migration.
    - Disabling wsadmin client debug
      If you use either IBM® WebSphere® Application Server Version 8.5.5.4 or WebSphere Application Server Version 8.5.5.5, disable the wsadmin client trace to avoid a failure.
  - Setting up the target environment
    The migration requires you to install the required Portal and WebSphere® binary installations. To prepare your target environment, ensure that you have applied the latest cumulative fix and the most recent fix pack before you start migration. In addition, create new copies of the source databases for the target environment to use, and prepare the target environment for any custom applications that have dependencies or any other tasks that need to be performed for remote or cluster migrations.
  - Migrate data using the configuration wizard
    For Version 8.5, data, applications, databases, property files, security settings, and configuration are migrated using the Configuration Wizard. Use the roadmaps for cluster and stand-alone environments to guide you through the process.
  - Next steps
    To complete migration, you must first perform several post-migration steps that depend on how Portal is being used. After completing the post-migration steps, review the Enabling new functionality section to take advantage of the new tools available in HCL Digital Experience 8.5. Enabling new functionality should not be started until all post-migration steps have been completed.
- 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.
- 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.

Exporting UXFM dialog definitions | HCL Digital Experience

Export and save your dialog definitions before you migrate to Version 8.5.

Procedure

Save the following example of code as ExportSampleCode.xml to use when exporting your dialog definitions.

<?xml version="1.0" encoding="UTF-8"?>
<request type="update" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
    xsi:noNamespaceSchemaLocation="PCM_1.0.xsd">

    <!-- export all dialog definitions that are currently deployed -->
    <portal action="export">
        <dialog-set>
            <dialog name="*" />
        </dialog-set>
    </portal>
</request>

Run the following task from the wp_profile_root/PortalServer/bin directory to export your dialog definitions:
- AIX® HP-UX Linux™ Solaris: ./xmlaccess.sh -user userID -password password -url http://local_host:local_port/wps/config -in ExportSampleCode.xml -out export.xml
- IBM® i: xmlaccess.sh -user userID -password password -url http://local_host:local_port/wps/config -in ExportSampleCode.xml -out export.xml
- Windows™: xmlaccess.bat -user userID -password password -url http://local_host:local_port/wps/config -in ExportSampleCode.xml -out export.xml
- z/OS®: ./xmlaccess.sh -user userID -password password -url http://local_host:local_port/wps/config -in ExportSampleCode.xml -out export.xml
Back up the file that contains the exported dialog definitions to a secure location. You can import your dialog definitions after you migrate to V8.5.