About the Coveo Search Provider configuration file
About the Coveo Search Provider configuration file
The Coveo Search Provider settings are located in the <SITECORE_INSTANCE_ROOT>\App_Config\Modules\Coveo\Coveo.SearchProvider.config
file.
This page describes its various sections and settings.
To avoid modifying the original file, you should configure the Coveo Search Provider by modifying the |
General settings
These are various broad Coveo settings found under the configuration/sitecore/settings
element.
Name | Description | Example value |
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Specifies the default field name translation behavior for the current Sitecore instance.
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This setting is set to true on CD servers to prevent writing to the Property Store. Don’t update this setting. |
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Prevents CDs from trying to write |
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Basic configuration settings
These are basic settings that may be configured initially.
They can be found under the configuration/sitecore/coveo/defaultIndexConfiguration
element.
Name | Description | Example value |
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Whether to allow search queries to be sent in the context of a Coveo Quick view.
The element is under the Setting the value to The default value is |
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Whether to disable the creation of the sources on rebuild, as well as the indexing of the Sitecore instance content. |
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Whether Sitecore boosting is supported in queries or not. |
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The name of the Sitecore farm. Specifying a value in this setting will affect the names of the sources, security provider, and user identity. For example, setting the farm name to
When this setting isn’t specified, the farm name corresponds to the instance name which is, by default, composed of the machine name and the IIS website name (for example, |
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Whether to force a delete on excluded items. By design, Coveo for Sitecore doesn’t make calls to delete items excluded by a filter subsequently to their indexing. You can enable this option if you want to force the deletion of these items. Don’t forget to disable it once you’re done to avoid allocating resources to this process when it’s unnecessary. |
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Obsolete
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Coveo for Sitecore 5 doesn’t take the |
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Whether to index fields needed for Analytics, such as the |
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The factory used to instantiate objects required to communicate with the index. |
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Whether to index Coveo fields on documents.
These fields are system fields that aren’t starting with an underscore (_), such as |
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Whether referrer items are re-indexed on an item update. |
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Defines the delay that query results are cached before being refreshed by a new query on the index.
This element is under the |
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The separator used for fields that contain many values. For example, a field could contain a series of GUIDs. This must match what’s set in Coveo. |
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Whether to send the Sitecore users and roles to Coveo on each index rebuild. |
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The delay, in seconds, before the index requirements are invalidated. The index requirements include the sources, security provider, and user identity. Useful when there are frequent indexing operations that are batched by the Sitecore search provider. In other words, the index configuration is verified each time an item is indexed. This behavior might occur in these situations:
Setting a value lower than |
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The name of the security provider in Coveo. Used when many Sitecore instances are targeting the same Coveo organization. This setting supersedes the value set in the |
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This setting serves multiple purposes:
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Whether the clickable URI should be shortened.
This will be taken into account in the |
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The Sitecore password. Used for the Coveo security provider. This password is set when using the Configuration Wizard and it’s stored in its encrypted form in the configuration file. |
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The Sitecore username. Used for the Coveo security provider. |
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The URI of the Sitecore Web Service. Used to retrieve the binary data of Sitecore items. |
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The site name to extract Sitecore content from. |
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When indexing, whether to skip an item when an exception occurs during the execution of computed field code.
Default is |
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The name of the user identity in Coveo. Used when many Sitecore instances are targeting the same Coveo organization. This setting supersedes the value set in the |
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Index-related configuration settings
Those are the settings that are specific to the Coveo index.
They can be found under the configuration/sitecore/contentSearch/configuration/indexes
element.
Name | Description | Example value | ||
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param desc="p_Name" |
The name (id) of the index. |
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BinaryDataPropertiesWriter |
The instance of |
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locations > crawler > database |
The database name associated with the crawler. |
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locations > crawler > root |
The starting point of this crawler when indexing. |
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strategies |
List all indexing strategies to apply to this index. |
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strategies > strategy > type |
The Sitecore strategy to use.
You need to add the required parameter as child element so the strategy can run correctly.
The parameter is |
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sourceName |
The source name to be used in Coveo. This should only be set if you explicitly want to override the default source name created by Coveo for Sitecore.
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<index id="Coveo_web_index" type="Coveo.SearchProvider.ProviderIndex, Coveo.SearchProvider" patch:before = "*[2]">
<param desc="p_Name">$(id)</param>
<configuration ref="coveo/defaultIndexConfiguration" />
<locations hint="list:AddCrawler">
<crawler type="Coveo.SearchProvider.CoveoItemCrawler, Coveo.SearchProviderBase">
<database>web</database>
<root>/sitecore/content</root>
<stopOnError>true</stopOnError>
</crawler>
<crawler type="Coveo.SearchProvider.CoveoItemCrawler, Coveo.SearchProviderBase">
<database>web</database>
<root>/sitecore/media library/Files</root>
<stopOnError>true</stopOnError>
</crawler>
</locations>
<strategies hint="list:AddStrategy">
<strategy ref="contentSearch/indexConfigurations/indexUpdateStrategies/coveoOnPublishEndAsync"/>
</strategies>
<propertyStore ref="contentSearch/indexConfigurations/databasePropertyStore" param1="$(id)"/>
</index>
Security-related configuration settings
These are settings that are specific to the security configuration of the Search Provider.
They can be added under the configuration/sitecore/coveo/defaultIndexConfiguration
element.
<securityConfiguration type="Coveo.Framework.Configuration.SecurityConfiguration, Coveo.Framework">
<anonymousUsers>extranet\anonymous</anonymousUsers>
<indexPermissions>true</indexPermissions>
<skipSitecoreCredentialsUpdate>false</skipSitecoreCredentialsUpdate>
<skipSitecoreLoginCheck>false</skipSitecoreLoginCheck>
</securityConfiguration>
Name | Description | Default value |
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A semicolon-separated list of usernames that are considered as anonymous Sitecore users. |
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Whether to index the Sitecore permissions on items. Disabling this indexes all the items as Anonymous. |
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Skips the Sitecore credentials update in Coveo for the Security Provider. To be used on content delivery servers to simplify the setup. |
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Skips the login validation in Sitecore. To be used only on content delivery servers to simplify the setup. |
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Field configuration settings
ComputedFields
Computed fields are fields that are created from a combination of other fields.
A typical computed fields section looks like this:
<fields hint="raw:AddComputedIndexField">
<field fieldName="daterange_month">Sitecore.ContentSearch.ComputedFields.DateRangeMonthFacet,Sitecore.ContentSearch</field>
<field fieldName="daterange_week">Sitecore.ContentSearch.ComputedFields.DateRangeWeekFacet,Sitecore.ContentSearch</field>
<field fieldName="daterange_year">Sitecore.ContentSearch.ComputedFields.DateRangYearFacet,Sitecore.ContentSearch</field>
<field fieldName="parsedcreatedby">Sitecore.ContentSearch.ComputedFields.ParsedCreatedBy,Sitecore.ContentSearch</field>
<field fieldName="parsedlanguage">Sitecore.ContentSearch.ComputedFields.ParsedLanguage,Sitecore.ContentSearch</field>
</fields>
FieldMap
The field map defines how a field is mapped between Coveo and Sitecore. Here is an example:
<fieldMap type="Coveo.SearchProvider.CoveoFieldMap, Coveo.SearchProvider">
<param desc="coveoReflectionFactory" type="Coveo.Framework.Utils.CoveoReflectionFactory, Coveo.Framework" />
<fieldNames hint="raw:AddFieldByFieldName">
<fieldType fieldName='_id' settingType='Coveo.Framework.Configuration.FieldConfiguration, Coveo.Framework' type='Sitecore.Data.ID, Sitecore.Kernel' returnType='System.String'/>
<fieldType fieldName='_uniqueid' settingType='Coveo.Framework.Configuration.FieldConfiguration, Coveo.Framework' type='Sitecore.Data.ItemUri, Sitecore.Kernel' returnType='System.String'/>
</fieldNames>
<externalFields hint="raw:AddExternalField">
<field fieldName="author"/>
<field fieldName="collection"/>
<field fieldName="size" fieldTypeName="Number"/>
</externalFields>
</fieldMap>
The fieldNames
section defines how Sitecore template fields and Sitecore computed index fields are mapped between Coveo and Sitecore.
For example, to use a Sitecore field in a facet UI component or to make it sortable, it must be defined in the fieldMap/fieldNames
node.
Some of the most common options that can be defined on the fieldType
element are explained in the following table.
Note
Most changes to this section will be taken into account in Coveo only after the affected items are re-indexed (see Coveo for Sitecore indexing guide). The last column of the table indicates whether re-indexing is required. |
On the other hand, the externalFields
section defines how non-Sitecore fields are handled by Coveo for Sitecore.
For example, to avoid field translation of the collection
Coveo system field when used in a facet UI component, it must be defined in the fieldMap/externalFields
node (see Make a Sitecore field facetable).
The same configuration must be used for external source fields that don’t exist in Sitecore templates or computed index fields.
fieldNames
The following table explains the most common options that can be defined on the fieldType
element.
Parameter name | Description | Example value | Default value | Limitations | Requires re-indexing |
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Defines the name of the Sitecore template field or Sitecore computed index field to configure options for. |
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Yes |
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Defines whether full-text search operations can be performed on this field. |
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Can be modified only on string fields. |
Yes |
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Defines whether facets can be bound to this field. This is also required for wildcard search. |
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String fields: |
Can be modified only on string fields. |
Yes |
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Defines whether this field contains many values. This is required for the "OR" and "AND" filtering in the facets. |
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Can be modified only on string fields. |
Yes |
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Defines whether search results can be sorted by this field. |
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String fields: |
Can be modified only on string fields. |
Yes |
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Defines whether the translation (addition of the "f" prefix and the source name hash suffix) should be used on this field. |
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Same as |
Yes |
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Defines whether the field should be returned in search results. |
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Yes |
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Defines whether values used in a filter on this field are used for search results ranking calculation and highlighting. |
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Can be modified only on string fields. |
No |
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Defines whether to stem the query in a filter specific on this field. |
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Can be modified only on string fields. |
No |
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Defines whether to load data in memory for index computed fields. |
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Can be modified only on date, numeric, and long fields. |
No |
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Defines whether to load data required to perform nested queries in memory. |
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Can be modified only on date, numeric, and long fields. |
No |
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Defines whether to load data of numeric queries in memory, which allows quicker numeric operations, including operations on dates. |
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Can be modified only on date, numeric, and long fields. |
No |
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Defines whether to load the sort data in memory. |
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Can be modified only on date, numeric, and long fields. |
No |
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Defines the type of field as seen by the index.
For example, you want an |
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Yes |
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Defines the type of class to be used for the configuration of this field. This shouldn’t be changed. |
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N/A |
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Defines the converter to be used for this specific field.
It must work with the |
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Yes |
externalFields
The following table explains the most common options that can be defined on the field
element.
Parameter name | Description | Example value | Default value | Limitations | Requires re-indexing |
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Defines the name of the non-Sitecore field to make available in Sitecore. |
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No |
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Defines the type of the field seen by the Coveo components (Facet, Facet Range, Slider…). |
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No |
FieldReaders
The FieldReaders node defines which .NET class should handle a specific Sitecore field type.
You can easily customize how a field is read by specifying its type name.
In the Sitecore.ContentSearch
assembly, Sitecore already provides a few field readers for various types, such as Checkbox, Date, RichText, Image, Lookup, etc.
You can also create your own field readers in .NET by inheriting the Sitecore.ContentSearch.FieldReaders.FieldReader
class and overriding the GetFieldValue
and GetIndexFieldName
methods.
For more details on how to achieve this, you can visit Sitecore’s technical blog or Sitecore’s official documentation portal.
<fieldReaders type="Sitecore.ContentSearch.FieldReaders.FieldReaderMap, Sitecore.ContentSearch">
<mapFieldByTypeName hint="raw:AddFieldReaderByFieldTypeName">
<fieldReader fieldTypeName="checkbox" fieldReaderType="Sitecore.ContentSearch.FieldReaders.CheckboxFieldReader, Sitecore.ContentSearch" />
<fieldReader fieldTypeName="datetime" fieldReaderType="Sitecore.ContentSearch.FieldReaders.DateFieldReader, Sitecore.ContentSearch" />
<fieldReader fieldTypeName="date" fieldReaderType="Sitecore.ContentSearch.FieldReaders.DateFieldReader, Sitecore.ContentSearch" />
</mapFieldByTypeName>
</fieldReaders>
IndexFieldStorageValueFormatter
The index field storage value formatter is used to convert some field into a format recognized by the Coveo index. Here is an example:
<indexFieldStorageValueFormatter type="Coveo.SearchProvider.CoveoIndexFieldStorageValueFormatter, Coveo.SearchProvider">
<param type="Coveo.Framework.Utils.CoveoReflectionFactory, Coveo.Framework" desc="coveoReflectionFactory"/>
<conversionTypes hint="raw:AddConverter">
<conversionType type="Sitecore.ContentSearch.Converters.IndexFieldGuidValueConverter, Sitecore.ContentSearch" inputType="System.Guid"/>
<conversionType type="Sitecore.ContentSearch.Converters.IndexFieldIDValueConverter, Sitecore.ContentSearch" inputType="Sitecore.Data.ID"/>
<conversionType type="Sitecore.ContentSearch.Converters.IndexFieldSitecoreItemIDValueConvertor, Sitecore.ContentSearch" inputType="Sitecore.ContentSearch.SitecoreItemId">
<param type="Sitecore.ContentSearch.Converters.IndexFieldIDValueConverter, Sitecore.ContentSearch"/>
</conversionType>
<conversionType type="Sitecore.ContentSearch.Converters.IndexFieldSitecoreItemUniqueIDValueConvertor, Sitecore.ContentSearch" inputType="Sitecore.ContentSearch.SitecoreItemUniqueId">
<param type="Sitecore.ContentSearch.Converters.IndexFieldItemUriValueConvertor, Sitecore.ContentSearch"/>
</conversionType>
<conversionType type="Sitecore.ContentSearch.Converters.IndexFieldItemUriValueConvertor, Sitecore.ContentSearch" inputType="Sitecore.Data.ItemUri"/>
<conversionType type="Sitecore.ContentSearch.Converters.IndexFieldShortIDValueConverter, Sitecore.ContentSearch" inputType="Sitecore.Data.ShortID"/>
<conversionType type="Sitecore.ContentSearch.Converters.IndexFieldCultureInfoValueConverter, Sitecore.ContentSearch" inputType="System.Globalization.CultureInfo"/>
<conversionType type="Sitecore.ContentSearch.Converters.IndexableIdConverter, Sitecore.ContentSearch" inputType="Sitecore.ContentSearch.IIndexableId, Sitecore.ContentSearch"/>
<conversionType type="Sitecore.ContentSearch.Converters.IndexableUniqueIdConverter, Sitecore.ContentSearch" inputType="Sitecore.ContentSearch.IIndexableUniqueId, Sitecore.ContentSearch"/>
<conversionType type="Coveo.Framework.Conversion.DateTimeOffsetValueConverter, Coveo.Framework" inputType="System.DateTimeOffset"/>
<conversionType type="Coveo.Framework.Conversion.TimeSpanValueConverter, Coveo.Framework" inputType="System.TimeSpan"/>
<conversionType type="Coveo.Framework.Conversion.DateTimeValueConverter, Coveo.Framework" inputType="System.DateTime"/>
<conversionType type="Coveo.Framework.Conversion.BooleanValueConverter, Coveo.Framework" inputType="System.Boolean"/>
<conversionType type="Coveo.Framework.Conversion.FloatValueConverter, Coveo.Framework" inputType="System.Single"/>
<conversionType type="Coveo.Framework.Conversion.DecimalValueConverter, Coveo.Framework" inputType="System.Decimal"/>
<conversionType type="Coveo.Framework.Conversion.DoubleValueConverter, Coveo.Framework" inputType="System.Double"/>
</conversionTypes>
</indexFieldStorageValueFormatter>
The common options of the conversion types are explained in the following table.
Parameter name | Description | Example |
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Defines the type to which the conversion will be applied. It means that all fields with this type will be converted with the specified converter. |
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Defines the type of converter to be used for this conversion type. |
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Notes
In the conversion process for fields, the |
VirtualFieldProcessors
Some fields can be created outside of the Sitecore context and have a meaning only in the search context. Those aren’t real fields on Sitecore items, but fields created on-the-fly by the corresponding processor.
<virtualFields type="Sitecore.ContentSearch.VirtualFieldProcessorMap, Sitecore.ContentSearch">
<processors hint="raw:AddFromConfiguration">
<virtualFieldProcessor fieldName="daterange" type="Sitecore.ContentSearch.VirtualFields.DateRangeFieldProcessor, Sitecore.ContentSearch" />
<virtualFieldProcessor fieldName="_lastestversion" type="Sitecore.ContentSearch.VirtualFields.LatestVersionFieldProcessor, Sitecore.ContentSearch" />
<virtualFieldProcessor fieldName="_url" type="Sitecore.ContentSearch.VirtualFields.UniqueIdFieldProcessor, Sitecore.ContentSearch" />
<virtualFieldProcessor fieldName="_content" type="Coveo.SearchProvider.Processors.ContentFieldProcessor, Coveo.SearchProviderBase" />
</processors>
</virtualFields>
Miscellaneous configuration settings
Those are miscellaneous settings that are used to configure various modules of the Sitecore Search Provider.
They can be found under the configuration/sitecore/coveo/defaultIndexConfiguration
element.
CloudPlatformCommunicationFactory
The Coveo Platform Communication Factory is the factory responsible for enabling communication between Coveo and Sitecore. A typical configuration of this node looks like this:
<cloudPlatformCommunicationFactory type="Coveo.CloudPlatformClient.Communication.CloudPlatformCommunicationFactory, Coveo.CloudPlatformClient">
<cloudCommunicationConfiguration type="Coveo.CloudPlatformClient.Configuration.CloudCommunicationConfiguration, Coveo.CloudPlatformClient" />
</cloudPlatformCommunicationFactory>
Using logging for debugging purposes
The Sitecore Search Provider uses the log4net logging library bundled with Sitecore.
To enable logging, add the following node into the Coveo.SearchProvider.Custom.config
file of your Sitecore instance.
To enable logging in whatever part of the code, modify the logger’s name.
Note
The method below enables logging for the namespace |
<log4net>
<appender name="CoveoLogger" type="log4net.Appender.SitecoreLogFileAppender, Sitecore.Logging">
<file value="$(dataFolder)/logs/Coveo.Search.{date}.txt" />
<appendToFile value="true" />
<layout type="log4net.Layout.PatternLayout">
<conversionPattern value="%4t %d{ABSOLUTE} %-5p %m%n" />
</layout>
</appender>
<logger name="Coveo" additivity="false">
<level value="INFO" />
<appender-ref ref="CoveoLogger" />
</logger>
</log4net>