Switching From On-Premises to Cloud Indexes

There are many differences between a Cloud and an On-Premises index. You thus need to configure a few things if you want to switch from an On-Premises to a Cloud setup.

Be aware that, because you are changing the location of your indexes, you will need to reconfigure all of your sources, 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 Cloud organization, whether you are 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.

In the Sitecore Control Panel, under Coveo Search, select Configure.
Under Configure Coveo Cloud Organization, click Configure.
In the Coveo Cloud Organization panel:
1. If you already have access to a Cloud organization, select it, and click Next.
2. If you do not 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.
Your Sitecore instance is now connected to a Cloud organization.

A 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.

Open your Coveo.SearchProvider.Custom.config file. It is located under [Your Sitecore Instance Name]\Website\App_Config\Include\Coveo.

Delete or comment the following nodes. It is located in the pipelines node.

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