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Coveo Search setup & Configuration

This will explain installation of Cloud version of Coveo for Sitecore. This will cover the installation of Coveo for Sitecore Cloud into Sitecore instance and its related modules.

Prerequisites

  • A running instance of Sitecore
  • ASP.Net MVC 4.0 or 5.0 installed on Sitecore server. ASP.Net MVC is one of the dependencies of Coveo for Sitecore. The MVC version should be appropriate as per Sitecore version.
MVC

To configure MVC while installing Sitecore, refer to Sitecore MVC Developer's Reference Guide. If you have already installed Sitecore and you now want to enable MVC manually, refer to Sitecore MVC Playground Part 1: Enable MVC.

Installation Procedure

Step 1 - Download Coveo for Sitecore

  • https://www.coveo.com/en/solutions/coveo-for-sitecore/download
    1. Installation package of Coveo Enterprise Search
    2. Installation package for Coveo search API
    3. Installation package for Coveo for Sitecore
    4. License file for Coveo for Sitecore
  • Make sure the the most recent version of Coveo is downloaded.
  • It should be compatible with the version of Sitecore.

Step 2 - Create an admin user for Coveo 

  • Open Control Panel →  System and Security →  Administrative Tools → Computer Management
  • Go to Local users and groups →  Users and create a user 
  • Check user cannot change & password never expires
  • Make the user a member of Administrators and Users

Step 3 - Install Coveo Enterprise Search

This is the search engine that will run in the background.
Important things

  • Remember to enable the Admin Service.
  • Need not to perform the First Time Setup (i.e. create an index), as this will be automatically handled by Coveo for Sitecore.

Step 4 - Install Coveo Search API

This service handles all queries performed from within a Coveo search page, and forwards them to the proper endpoint in CES.

Step 5 - Install Coveo for Sitecore package


Once the installation is completed, make sure that you rename these files to enable the Coveo Search Provider:
  • Coveo.SearchProvider.config.example to Coveo.SearchProvider.config
  • Coveo.SearchProvider.Rest.config.example to Coveo.SearchProvider.Rest.config
  • Coveo.UI.Controls.config.example to Coveo.UI.Controls.config

Step 6 - Check Coveo Diagnostics

  • Open Sitecore Control Panel -> Coveo Diagnostic Page
  • All components should have a green light and message “up and running”
    • Coveo Search REST Endpoint can have a red X and an error and the site will still function correctly

Step 7 - Index Content

The two indexes coveo_master and coveo_web needs to be builded. This is because the search indexes are now connected to the Coveo search engine instead of Lucene.

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