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Assigning a Farm Name to Coveo for Sitecore Resources

This is for:

Developer System Administrator

When rebuilding your Sitecore indexes, Coveo for Sitecore creates or updates a set of resources such as sources and security identities in Coveo. These resources are named after a combination of your Sitecore index, host, and instance names.

You have a Sitecore instance named SitecoreInstance running on host WKS-000236. When you build the master index for the first time, Coveo for Sitecore creates a source named Coveo_master_index - WKS-000236-SitecoreInstance in the Coveo index.

The combination of these resources across your Sitecore environment is called a Farm.

Typically, you may want to assign a name for your Farm to unify all Coveo resources under a single label. It’s also a mandatory step when scaling your Coveo for Sitecore environment (see Prepare the Sitecore Content Manager for a Scaled Environment).

Coveo for Sitecore (July 2016)

For July 2016 and later releases, follow these steps:

  1. In the Sitecore Control Panel, under Coveo Search, select Configuration.
  2. Under Farm Name, click Configure.
  3. In Farm Name, enter your desired Farm Name, such as dev, staging, or production.
  4. Click Next. A window will appear to confirm that your farm name has been set.
  5. Rebuild your search indexes (see Coveo for Sitecore Indexing Guide).

Coveo for Sitecore (July 2016)

For releases prior to the July 2016 release, follow these steps:

  1. Open your Coveo.SearchProvider.Custom.config file.
  2. Inside coveo/defaultIndexConfiguration, add a node called farmName.

  3. Set the name of your farm name in plain text in the node.

     <defaultIndexConfiguration>
   ...
   <farmName>Production Farm Name</farmName>
 </defaultIndexConfiguration>

  4. Save and close the file. Your farm name is now set.

    The farmName element is case-sensitive. Ensure that the value you enter exactly matches the casing of the corresponding source in the Coveo Platform.

  5. Rebuild Your Search Indexes.