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Synchronize Coveo for Sitecore Configuration

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Automatic Synchronization

Coveo for Sitecore automatically synchronizes its configuration with the Coveo platform:

  • At the beginning of each Sitecore item indexing operation.

  • When the Coveo for Sitecore license is updated (see Upgrading Your License).

A Sitecore item indexing operation happens when:

  • A Sitecore index is rebuilt.

  • A re-index tree is triggered.

  • A publish is triggered.

  • An item is created, modified, or deleted.

Manual Synchronization

Coveo for Sitecore configuration sometimes needs to be manually synchronized with Coveo Cloud when:

Coveo for Sitecore configuration sometimes needs to be manually synchronized with Coveo Enterprise Search (CES) when:

To manually synchronize the Coveo for Sitecore configuration:

  1. Open the Coveo Search section of the Sitecore Control Panel (see Opening the Coveo Search Control Panel Section).

  2. Choose Actions.

    Choose Actions | Coveo for Sitecore 4

  3. The Coveo for Sitecore Actions dialog will be displayed. Choose Synchronize Coveo Enterprise Search Configuration.

    Choose Synchronize Coveo Enterprise Search Configuration | Coveo for Sitecore 4

    The Coveo for Sitecore Actions dialog will be displayed. Choose Synchronize Coveo Cloud Configuration.

    Choose Synchronize Coveo Cloud Configuration | Coveo for Sitecore 4

  4. The Synchronize Configuration Wizard will be displayed. Select the indexes you want to synchronize and choose Synchronize.

    Select the indexes you want to synchronize and choose Synchronize | Coveo for Sitecore 4

  5. In the next screen, choose Close.

    In the next screen choose Close (On-Premises) | Coveo for Sitecore 4
    In the next screen choose Close (Cloud) | Coveo for Sitecore 4

You can also use the synchronize call from the Coveo Indexes Service API to update your Coveo Cloud security provider, sources, and field information based on your Sitecore instance configurations. Documentation for this API call is available by accessing the https://<INSTANCE_HOSTNAME>/coveo/api/index/docs/index#!/Indexes/IndexesV1_Synchronize page.