Coveo for Sitecore comprises a package that integrates into Sitecore and Coveo resources. Before installing Coveo for Sitecore, 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 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 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).
Whether for an on-premise Sitecore environment or for an Azure PaaS Sitecore environment, installing Coveo for Sitecore 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 files in your Sitecore instance, you need to configure your Coveo for Sitecore indexing options and setup a connection to your Coveo organization.
Different configuration and activation methods are available to you (see Configuration and activation options).