Switch from on-premises to cloud indexes

This is for:

Developer System Administrator

Moving to Coveo cloud indexes opens customers to a world of powerful relevance features, future readiness, and convenience.

There are many differences between a cloud and an on-premises index which require changes to your Sitecore configuration.

Important

Because you’re changing the location of your indexes, you will also need to reconfigure all of your sources on the Coveo Platform, including those external to Sitecore.

Step 1: Change your organization from on-premises to Cloud

Coveo for Sitecore needs to have access to a Coveo organization, whether you’re using a cloud or an on-premises installation. However, those organizations are different for cloud and on-premises installations, which means that your Sitecore instance will need to connect to a different organization.

  1. In the Sitecore Control Panel, under Coveo Search, select Configure.

  2. Under Configure Coveo Cloud Organization, click Configure.

  3. In the Coveo Cloud Organization panel:

    1. If you already have access to a cloud organization, select it, and click Next.

    2. If you don’t have access to a cloud organization, select Create new organization.

      1. Under Organization configuration, choose a name for your organization.

      2. Under Select your license plan, select Cloud Edition Trial.

      3. Click Next.

  4. Your Sitecore instance is now connected to a cloud organization.

Note

A Standard Cloud, Pro Cloud, or Enterprise Cloud license is required for a production Coveo cloud index.

Step 2: Remove deletion of AddAnonymousEmailUserIdentity

In an on-premises installation, the AddAnonymousEmailUserIdentity processor is deleted, as CES handles permissions on its own. However, in a cloud installation, it needs to be reactivated.

  1. Open your <SITECORE_INSTANCE_ROOT>\App_Config\Include\Coveo\Coveo.SearchProvider.Custom.config file using a text editor.

  2. Delete or comment the <patch:delete /> element in the section below.

    <getSearchUserIdentities>
  <processor name="AddAnonymousEmailUserIdentity">
    <patch:delete />
  </processor>
</getSearchUserIdentities>