October 23, 2023 release (5.0.1277.4)

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Important

Per the Coveo Version Support Lifecycle policy, this Coveo for Sitecore 5 release has reached end of support. See available Coveo for Sitecore releases.

Even if this release is no longer supported, you must still perform some of its upgrade steps to upgrade to a more recent version of Coveo for Sitecore.

This release includes the 2.10110.0 version of the JavaScript Search Framework (see June 2023 release (v2.10110.0)).

When using a CDN with the Coveo Hive framework, this release includes the latest 2.10110 version of the JavaScript Search Framework (see Choosing between local and CDN Coveo JavaScript resource files).

Release notes

This section summarizes the new features and fixed support cases introduced in the Coveo for Sitecore October 23, 2023 release (5.0.1277.4).

New features and enhancements

Issue number Description

WEB-6130

Changed the default configuration to use Coveo organization endpoints during activation.

WEB-6303

Deprecated the ProviderIndexUserIdentityHelper class.

WEB-6446

Added support for Sitecore 10.3 Update 1.

Bug fixes

Issue number Description

WEB-6253

Fixed vulnerabilities.

WEB-6339

Fixed issue with date facet ranges not returning results.

WEB-6453

Fixed vulnerabilities.

Maintenance cases

Issue number Case Description

WEB-6337

00100218

Removed fast queries.

WEB-6502

00102838

Fixed issue with analytics calls failing when a custom Coveo REST endpoint is used.

WEB-6546

00105208

Fixed issue with the clickable URI not being computed correctly when UseServerUrlFromConfiguration is used.

Services created or updated

Issue number Description

WEB-6130

Added the organizations/organizationendpoints service.

Upgrade steps

Important

Per the Coveo Version Support Lifecycle policy, this Coveo for Sitecore 5 release has reached end of support. See available Coveo for Sitecore releases.

Even if this release is no longer supported, you must still perform some of its upgrade steps to upgrade to a more recent version of Coveo for Sitecore.

This section describes how to upgrade Coveo for Sitecore from May 9, 2023 (5.0.1227) to October 23, 2023 (5.0.1277.4). If you’re upgrading over multiple versions, Coveo has a procedure to streamline the process.

Important

See Leading practices when upgrading Coveo for Sitecore and Upgrade Sitecore with Coveo for Sitecore to ensure successful upgrades.

Step 1: Upgrade Coveo for Sitecore

Important

Make sure the Microsoft MVC security update MS14-059 is installed on every Sitecore host in your environment.

  1. Log into the Sitecore Desktop.

  2. Access the Installation Wizard (Sitecore Start Menu > Development Tools > Installation Wizard).

  3. Upload and install the Coveo for Sitecore 5.0.1277.4 package built for the specific version of Sitecore you’re running (for example, Sitecore 10.2).

  4. When prompted to overwrite files, click Yes to all.

  5. When prompted to overwrite items, select Overwrite, then click Apply to all.

    Note

    You might be prompted twice with this question. Select the Overwrite option and click Apply to all both times.

  6. Once the installation is completed, make sure that you restart both the Sitecore client and server.

    Restart Server and Client dialog

Step 2: Manually update Coveo configuration files

Coveo for Sitecore packages contain some .config.example files. When you activated Coveo for Sitecore, the .config.example configuration files copied to your Sitecore instance were renamed (the .example was removed) making them enabled .config files. The name change also prevents the resulting .config files from being overwritten by .config.example files during a Coveo for Sitecore upgrade. In a nutshell, Coveo uses .config.example files for upgrade configuration changes that must be merged manually. Otherwise, Coveo uses standard .config files that get overwritten during step 1 of the upgrade process.

Tip

Use a tool like WinMerge to compare the new Coveo.*.config.example files with your existing Coveo.*.config files.
Important

The October 23, 2023, release of Coveo for Sitecore introduced changes that can cause a 500 - Internal Server Error when trying to access pages such as /coveo/rest. See Internal Server Error when accessing package pages for the resolution.

Here are the modifications to the .config.example files between the previous and current Coveo for Sitecore releases:

Coveo.SearchProvider.config

The following element has been removed:

<skipSitecoreCredentialsUpdate role:require="ContentDelivery">true</skipSitecoreCredentialsUpdate>

Apply this change to your configuration.

Coveo.SearchProvider.Rest.config

The <analyticsUri> element value has been changed to https://analytics.cloud.coveo.com.

Apply this change to your configuration.

Step 3: Publish your site

In the Sitecore Content Editor, perform a publish site action. This ensures any changes related to Coveo components in the upgrade are published.

Step 4: Stop use of ProviderIndexUserIdentityHelper and SkipSitecoreCredentialsUpdate

Coveo for Sitecore stopped using the ProviderIndexUserIdentityHelper class to update user identities some time ago. This class would check the SkipSitecoreCredentialsUpdate value to determine whether to perform the update or not.

The ProviderIndexUserIdentityHelper class has now been deprecated and SkipSitecoreCredentialsUpdate can be omitted (see Coveo.SearchProvider.config).

This version of Coveo for Sitecore simplifies switching to organization endpoints. To enable organization endpoints, follow the instructions in Migrate to organization endpoints.

Note

These steps will change settings in the following configuration files on your main CM server:

  • <SITECORE_INSTANCE_ROOT>\App_Config\Include\Coveo\Coveo.SearchProvider.Rest.Custom.config

  • <SITECORE_INSTANCE_ROOT>\App_Config\Include\Coveo\Coveo.CloudPlatformClient.Custom.config

⚠️Step 6: Configure the Coveo analytics endpoint on search pages

Important

This step is only required if you’ve set up a custom Coveo for Sitecore REST endpoint.

A new Coveo analytics endpoint option has been added to the Coveo Search Resources rendering data source options. The introduction of this option fixes an issue where analytics calls would fail when a custom Coveo REST endpoint was used. If you’ve set up a custom Coveo for Sitecore REST endpoint, you need to set the Coveo analytics endpoint value on all your search pages as well.

To set the Coveo analytics endpoint value on a search page

  1. Open the search page in the Experience Editor.

  2. Select the Coveo Search Resources rendering. It’s typically at the bottom of the page.

  3. In the floating toolbar, select Edit the rendering’s data source. It should be the leftmost option in the toolbar.

  4. Set the Coveo analytics endpoint value. The value must be harmonized with the custom Coveo REST endpoint value. For example, the following combination of values in a Coveo Search Resources data source is valid:

    • Coveo REST endpoint: /coveo/customendpoint

    • Coveo analytics endpoint: /coveo/customendpoint/ua

  5. Save and publish your changes.

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