Installation guide

This is for:

Developer System Administrator

Coveo for Sitecore comprises a package that serves as a bridge between a Sitecore XP or XM instance and Coveo Platform resources. Before installing the package, you should first have a basic understanding of the parts that compose Coveo for Sitecore and how these link and work together.

Secondly, you should approach your Coveo for Sitecore implementation with a continuous improvement mindset. The journey will be marked by Coveo for Sitecore and Coveo Platform software updates, but also by in-house or partner developer enhancements and fine-tuning. Proper environment setups will help you methodically and efficiently deploy search experience improvements.

All this to say you should have a look at the articles in the Concepts and architecture and Setting up development and production environments sections before diving into the actual installation and activation of Coveo for Sitecore.

Concepts and architecture

The Concepts and architecture sub-section contains some preparatory reading intended to help you understand Coveo for Sitecore package modules and behaviors. At the very least, you should familiarize yourself with the basic concepts, application architecture, and the terminology used throughout the documentation (see About the architecture).

Setting up development and production environments

This sub-section deals with matters pertaining to the way non-production and production environments should be set up, the number of Coveo organizations this entails and how to organize developer access to these organizations (see Set up development and production environments).

Installation

Whether for an on-premises Sitecore environment or for an Azure PaaS Sitecore environment, installing the Coveo for Sitecore package involves the deployment of Coveo for Sitecore items, assemblies, and configuration files in your Sitecore instance (see Installation procedures).

Configuration and activation

After the deployment of Coveo for Sitecore package files in your Sitecore instance, you must configure your Coveo for Sitecore indexing options and set up a connection to your Coveo organization. You can use different methods to complete these initial configurations. See the Configuration and activation options.

Note

For post-installation configurations, see the Coveo for Sitecore package configuration guide.