Get started with DXP

Optimizely Digital Experience Platform (DXP) offers a cloud-first approach to standout engagement, including high availability and performance, easy connectivity with other cloud services and existing systems, the ability to manage spikes in customer demand, and a platform that is ready to adopt the latest technology updates seamlessly. See also the DXP Architecture in the Optimizely Content Management System (CMS) developer guide.

DXP is designed for scalability with consumption-based pricing, and you select a suitable package depending on the number of content items and whether multiple sites should share the same code base. The included managed services ensure smooth deployment and application availability. See Services Description for the Optimizely Software Service.

DXP includes a monthly performance report that compiles performance metrics benchmarked against previous months. The report includes average page loads, response times, views, events, and availability.

Get started

To get started with Optimizely's Digital Experience Platform (DXP), you can follow these steps:

1. Get on board – Optimizely provides a formal onboarding process that includes a technical overview, training, implementation and testing support, and Go Live certification to help you smoothly roll out your website applications.
   When your order is provisioned and activated, a technical contact associated with your order receives an email from Optimizely with the following information:

   • Default URLs for each of the environments  included in your order.
   • Contact information for support from Optimizely.
     After receiving this information, you are ready to set up and deploy websites.

2. Set up DXP

   • Install the necessary NuGet packages and configure your application to use Opti ID.
   • Add specific configurations in your solution and set up authentication options.
   • Log into the Opti ID Admin Center and enable Opti ID for your CMS instance.

3. Configure the environment – Use the Integration, Pre-production, and Production environments for different stages of deployment and testing. Ensure that your DXP environment is properly configured to support your specific needs, such as integrating with external systems and performing functional testing.

4. Manage content – Use the Optimizely CMS to manage your content, set up workflows, and configure approval sequences.

5. Test configurations – Ensure local configurations work as expected before deploying them to DXP.

6. Deploy code changes – Deploy to the DXP environment and conduct thorough testing before going live.

7. Go Live – After successful testing, proceed with the Go Live certification process, which includes a checklist for managed services, DNS provider tasks, and backup or restore management.

Deployment scenarios

• Deploy a new CMS site – I want to create a site based on the Optimizely CMS sample templates and start development using Optimizely Digital Experience Platform.
• Deploy an existing CMS site – I have an existing Optimizely CMS site that I want to onboard to Optimizely Digital Experience Platform and continue to develop it using this service.
• Deploy a new Commerce Connect site – I want to create a site with Optimizely Commerce Connect and start development using Optimizely Digital Experience Platform.
• Deploy an existing Commerce Connect site – I have an existing Optimizely Commerce Connect site that I want to onboard to Optimizely Digital Experience Platform and continue to develop it using this service.
• Deploy code changes – I already use Optimizely Digital Experience Platform and have an existing site for which I want to deploy upgrades.
• DXP self-service.

View site usage and performance

The DXP Dashboard provides an overview of your site's usage and performance. It includes self-service capabilities as part of your DXP, access to usage data, and availability for components associated with your subscription.

Related topics

• Request access to DXP Management Dashboard, Azure Portal Integration Environment, and Application Insights
  • Access request form: Access Azure information
  • DXP self-service
• Optimizely Support Portal
  • To register: Authenticate to support.optimizely.com
  • Support Help Center

    📘

    Note

    Password self-reset is disabled. Contactcustomer support to reset a password for you.

• Developer Documentation and Community for Optimizely
  • Optimizely World

    📘

    Note

    When using the Optimizely World website for the first time, you will need to register. Password self-reset is disabled. Contact customer supportto reset a password for you.

• End-user documentation
  • Optimizely Content Management System (CMS) user guide
  • Optimizely Content Management System (CMS) developer guide
• Visual Studio Publishing
  • Deploy a new CMS site
  • Deploy a new Commerce Connect site
• How to Restrict Access
  • Configure environments
  • Restrict environment access
• CDN Recommendations and Cache-control
  • CDN recommendations
  • Configure cache headers
• Partner/Developer – Set up Development Logging before going live
  • Log in to the .NET Diagnostics Trace
• Penetration Testing Rules of Engagement
  • Penetration Testing Rules of Engagement
• Optimizely Security Information
  • Optimizely Trust Center
• RACI for Optimizely Services
  • Roles and Responsibilities Matrix for Optimizely Services (.PDF)
• Blog post: Options for migrating to Episerver (Optimizely) DXP by David Knipe.

Contact Optimizely

• Email – [email protected] CC: Your onboarding project manager
• Web – Support Help Center
• Phone –
  • USA – +1-888-726-8127 or +1-877-383-0885 (Toll free)
  • UK – +44 (0) 800 066 4784 (Toll free)
  • SWE – +46 8-555 827 50