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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.
Personalization
Learn how to configure your HCL Digital Experience portal site as an Administrator.
Digital Experience Personalization
Digital Experience Personalization provides automatic customization of website content presented to individual users and user groups.
Developing a personalized portlet
This exercise demonstrates how to use Personalization features of HCL Digital Experience 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 Digital Experience administration experience and strong portlet Java development skills.

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.
    - Digital Experience Personalization
      Digital Experience Personalization provides automatic customization of website content presented to 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
        HCL Digital Experience Personalization sends published rules across HTTP to a servlet which resides on each personalization server.
      - The Web Content resource collection
        The Web Content resource collection allows you to write rules that select lists of content from the HCL Web Content Manager.
      - The Portal User resource collection
        The Portal User resource collection uses public APIs provided by HCL Digital Experience to access user information.
      - LikeMinds Recommendations
        Personalization contains a dynamic recommendation system based on LikeMinds, which is software that is used with your e-commerce applications.
      - 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 Web sites 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 Web sites 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 Digital Experience 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 Digital Experience 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 Digital Experience 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.
        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
  - Portal administration
    Use the Portal administration portlets that are provided with HCL Digital Experience to do various day-to-day administration tasks.
  - 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.

Prerequisites for the Personalization portlet exercise

This exercise is intended for users with significant HCL Digital Experience administration experience and strong portlet Java development skills.

Before you begin

Software requirements:

HCL Digital Experience, including HCL Web Content Manager. You can use the default database or another supported database.
Rational Application Developer Version 7.0.0.6 or 7.5 with the Portal Tools feature. No agent controller is required. No WebSphere Test Environment or integrated Portal environment is used in this example. For additional information about Rational Application Developer, visit the IBM software library.