Switch From On-Premises to Cloud Indexes

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

Be aware that, because you’re 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 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.

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 Coveo.SearchProvider.Custom.config file using a text editor.

    Sitecore 7 and 8 This file is located under [Sitecore instance root]\Website\App_Config\Include\Coveo.

    Sitecore 9 This file is located under [Sitecore instance root]\App_Config\Include\Coveo.

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

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