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Create Workflow Models

This is for:

Developer System Administrator

The Coveo Adobe Experience Manager Connector supports path-based indexing by running Adobe Experience Manager workflows. Two workflow models need to be created on the author instance and then replicated.

Important

The Coveo Adobe Experience Manager Connector package must be installed on the author instance only to give you the ability to create the workflow models. Once created and replicated, the package and workflow model-related nodes must be removed from the author instance.

Don’t run the connector workflows on the author instance.

The two workflow models are:

  • The coveo-reindex workflow model, which will include the provided Coveo re-index process.

  • The coveo-rebuild workflow model, which will include the provided Coveo rebuild process.

Create the coveo-reindex Workflow Model

  1. On the author instance, in the Adobe Experience Manager user interface, select Tools > Workflow > Models.

    Navigating to models in Adobe Experience Manager

  2. Click Create in the upper-right corner of the screen.

  3. Enter Coveo Reindex as the workflow model Title and coveo-reindex for its Name. It’s especially important that the Name be exactly coveo-reindex. Then, click Done.

    Naming the workflow model

  4. In the Workflow Models screen, select the new model and click Edit.

    Editing the workflow model

  5. Remove Step 1 from the workflow.

  6. In the side panel, search for Process Step.

    Searching for the process step

  7. Drag and drop the Process Step component into the workflow steps.

    Adding the process step to the workflow

  8. On the Process Step component, select Configure.

    Configuring the process step component

  9. In the Process panel, select the Process tab, and then select the Coveo re-index process in the dropdown menu.

    Selecting the Coveo reindex process

  10. Enable the Handler Advance option and click check.

    Selecting the handler advance option

  11. In the Coveo Reindex workflow screen, click Sync.

    Clicking the Sync button in workflow

  12. On the Workflow Models page, select and publish the Coveo Reindex workflow. This will replicate the workflow model and make it available on the publish instance.

    Publishing the workflow
    Note

    To publish the workflow model in Adobe Experience Manager 6.4, you need to replicate the /conf/global/settings/workflow/models/coveo-reindex and /var/workflow/models/coveo-reindex CRXDE nodes.

To test the workflow

  1. On the publish instance, navigate to the Adobe Experience Manager sites console.

  2. Select the root page to index. The Coveo Reindex button will appear in the top menu.

  3. Click Coveo Reindex.

    Triggering indexing using the Coveo Reindex button

A short time later, the pages under the selected root page that match a root path should appear in your Content Browser (platform-ca | platform-eu | platform-au).

Create the coveo-rebuild Workflow Model

To create the coveo-rebuild workflow model, follow the instructions in the Create the coveo-reindex Workflow Model section. This time, enter Coveo Rebuild as the workflow model Title and coveo-rebuild for its Name. It’s especially important that the Name be exactly coveo-rebuild. The workflow model will use the provided Coveo rebuild process.

Clean the Author Instance

Now that your workflow models have been created and replicated, you must delete the connector package from the author instance. You must also delete the workflow model-related nodes that were created on the author instance.

  1. In the author instance Package Manager, uninstall and delete the coveo-connector-content-<VERSION>.zip package.

  2. In the author instance CRXDE, delete the following nodes:

    • /conf/global/settings/workflow/models/coveo-rebuild

    • /conf/global/settings/workflow/models/coveo-reindex

    • /var/workflow/models/coveo-rebuild

    • /var/workflow/models/coveo-reindex