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Coveo Platform

Implementation guide
Index content
Build a search UI
Tune relevance
Monitor and measure your data
Leverage AI and ML
Manage an organization
Manage customer service solutions
Knowledge Hub
Coveo CLI
Coveo REST APIs
Searching with Coveo

Solutions and integrations

Coveo for Adobe
Coveo for Agentforce
Coveo for Commerce
Coveo for Contentful
Coveo for Optimizely
Coveo In-Product Experience (IPX)
Coveo for Salesforce
Coveo for ServiceNow
Coveo for Sitecore
Coveo for Zendesk

Security
Compliance
Services
Product entitlements
Coveo product news
Deprecations
Supported browsers
Glossary
Log in to Coveo for the first time

Archived content

Coveo Enterprise Search

Coveo Enterprise Search 7.0

Support knowledge base
Connector API
Converter API
Search SOAP API
Security Provider API

Coveo Enterprise Search 6.5

Coveo Enterprise Search 6.5 (English)
Coveo Enterprise Search 6.5 (Français)

Coveo integrations

Coveo for Adobe

Overview

Supported Adobe Experience Manager versions and dependencies
Validate routes and ports

Adobe Experience Manager Connector

Install the Adobe Experience Manager Connector package
Configure the connector
Create workflow models
Trigger indexing
Adobe Experience Manager metadata mapping
Filtering

Hosted Search Page component

Create hosted search pages
Add the Coveo Hosted Search Page component

New features
Releases

Connector package release notes

June 15, 2022 release (3.0.0)
February 28, 2022 release (2.0.1)
September 24, 2021 release (1.10.10)

Hosted Search Page package release notes

April 26, 2021 Beta release

Coveo for Salesforce

Coveo for Salesforce v3

Release notes
What's new in v3?
Features of 2020
Features of 2019
Features of 2018
JavaScript Search component reference (Generated from code)
Uncaught DOMexception - Failed to read the 'responsetext' property from 'XMLHttpRequest'
Infinite loading when trying to preview a document using the Quick view
Investigate Coveo for Salesforce performance

Coveo for Salesforce v2

Release notes
Upgrade from v2 to v3
Features of 2017
Features of 2016
Features of 2015
Add JavaScript to the Coveo Lightning Aura components with custom code (Deprecated)

Coveo for Salesforce v1

Coveo for Sitecore

Coveo for Sitecore v5 (legacy)

Starting a new project
Known issues

Sitecore indexes not loading
Error in filewatcher internal buffer overflow while installing Coveo for Sitecore
Items in different languages are not automatically indexed or updated when language fallback is enabled
Missing valid xDB license
Sitecore 8.2 with WFFM refuses to start after installing Coveo for Sitecore
Compilation error in Diagnostic Page in Sitecore 8.0
Unhandled exception after installing Coveo for Sitecore on Sitecore 8.0 or 8.1 instance

Coveo for Sitecore JSS

Install Coveo for Sitecore JSS
Deploy Coveo for Sitecore JSS
Create hosted search pages
Available components

Miscellaneous legacy articles

Upgrade to Coveo for Sitecore Hive Framework - FAQ

Hive versus legacy UI

Customize Experience Profile event captions

Coveo for Sitecore v4

What is Coveo for Sitecore?

What is new in Coveo for Sitecore 4

Deployment

Before you start

Project guide
Project checklist
Management cheat sheet

Installation

Architecture
Silently activating

Using PowerShell to configure and activate

Installing
Installing SXA components
Enabling Coveo analytics in Sitecore xConnect
Sitecore credential usage in Coveo for Sitecore
Organization provisioning
Sharing an organization between many environments

Scaling

Prepare the Sitecore content manager for a scaled environment
Deploying Coveo for Sitecore on the content delivery servers

Sitecore indexes not loading
Disabling the master database on Sitecore 9 CD servers

Validating connectivity of the new hosts
Leading practices when deploying
Assigning a farm name to resources
Deploying on additional content managers
High availability

Indexing

Excluding Sitecore items from your Coveo index

Changing the crawling root of an index
Specifying which templates to index
Creating a custom Coveo inbound filter
Using the ItemPathInboundFilter

Rebuilding a search index
Indexing strategies
Indexing item content for relevance

Understanding Sitecore, Coveo for Sitecore, and Coveo Fields

Specifying which fields to index
Changing the settings of Sitecore fields

Making facettable
Making sortable
Excluding from the search results
Making multi-value
Making free-text searchable
How to reset a field attribute using Coveo Cloud administration console
Managing fields for a specific index

Creating an HTML representation of page content

Indexing with the BasicHtmlContentInBodyProcessor
Indexing with the FetchPageContentProcessor
Indexing with the HTMLContentInBodyWithRequestsProcessor

Configuring form authentication

Avoiding search queries in page Quick view
Performing search queries when indexing

Understanding the title selection sequence

Understanding how the ClickableUri value is computed
Analyzing the rebuild process
How Coveo for Sitecore handles Sitecore access rights
Indexing performance leading practices
Managing Sitecore content in Coveo
Browsing through indexed fields
Advanced indexing customizations

Using pipelines

Understanding the indexing and search pipelines

Adding processors
Understanding the coveoIndexingGetFields and coveoIndexingGetTemplates pipelines
Excluding items without layouts from being indexed
Including fields using the Indexing Manager

Understanding the REST endpoint pipelines

Creating a processor for the getSearchUserIdentities pipeline
Understanding the AddActiveDirectoryIdentity pipeline processor

Understanding the analytics pipelines
Understanding the Coveo UI pipelines
Understanding the cloud platform client pipelines
Understanding the coveoItemProcessingPipeline pipeline
Understanding the coveoPostItemProcessingPipeline pipeline
Understanding the coveoBeforeUpdatingIndexFields pipeline
Understanding the coveoResolveItemSite pipeline

Creating computed fields

Creating for a referenced item
Creating a computed date field
Passing custom parameters
Using out of the box computed fields
Implementing and configuring a computed field in your index

Overview of field management in the Coveo.SearchProvider.config File
Use separate security identity providers per Sitecore index
Changing the name of sources created in the Coveo index

Search and relevance

Hive UI framework

Getting started tutorial

Hive versus legacy UI
Step 1: Branching the data sources
Step 2: Adding and previewing the search resources
Step 3: Adding basic controls
Step 4: Adding related controls
Step 5: Customizing result templates
Step 6: Changing the result layout
Inserting an Example Search Page

Hive search page structure
Rendering data source branch templates
Hive components reference

CoveoForSitecoreAnalytics
CoveoForSitecoreBindWithUserContext
CoveoForSitecoreContext
CoveoForSitecoreExpressions
CoveoForSitecoreExternalContent
CoveoForSitecoreFilterExpression
CoveoForSitecoreLocalExpression
CoveoForSitecoreRankingExpression
DistanceResources
GoogleApiPositionProvider
NavigatorPositionProvider
SendAnalyticsToSitecore
StaticPositionProvider
ValidateAnalyticsIncluded

Hive renderings list
Rule Set Editor boosting and filtering rules reference
Query and result suggestions

Query suggestions
Result suggestions

Hive examples

Creating and making use of a new result template
Editing the content of a result template
Creating a simple listing page
Applying filtering and ranking rules
Routing search queries to query pipelines
Inserting and configuring a global search box
Inserting and customizing a distance resources component
Configuring custom ranges for a date range or numeric range facet
Inserting custom components in an existing search interface
Integrate the search interface in an existing page
Translating fields to the Coveo format
Overriding Coveo for Sitecore Hive initialization options
Duplicating a component to modify its HTML
Creating a custom Hive component - multi-sort tutorial

Preparing the ground
Integrating the component
Adding one simple option
Adding other options
Translating fields
Validation, helpers, and debugging

Understanding prebinding helpers

Prebinding helpers list reference

Hive custom components reference

Integrating a custom component in sitecore using Coveo for Sitecore Hive framework
Reusing properties from another existing component

Using the CDN
Inserting custom CSS
Overriding the search friendly error message

Legacy search UI framework

Creating a basic search interface
Inserting and customizing a search interface component
Inserting Coveo search components to an existing item
Inserting and customizing a facet component
Inserting and customizing a sort component
Inserting and customizing a tab component
Inserting and customizing a related query component
Inserting and customizing a recommendations component
Inserting and customizing a user context component
Ranking and filtering rules

Using boosting or filtering rules on the search component programmatically
Using boosting or filtering rules on the tab component programmatically
Adding boosting or filtering expressions

Inserting and customizing a distance resources component
Creating a search driven page
Duplicating the Coveo search component
Inserting a Coveo search box to your header
Autocomplete and suggestions

Facet suggestions
Query suggestions
Result suggestions

Adding a field to a result template
Adding images to your search page
Customizing a search interface

Creating custom filtering rule conditions in Sitecore

Creating a custom rule condition
Integrating the custom rule condition in Sitecore

Using many layouts for Coveo components
Adding custom parameters

With the additional parameters field
By creating a new template

Customizing the result template

Changing the default
Displaying results differently according to the item template

Creating a hierarchical facet component
Performing aggregation operations on facet values
Jquery plugin

Binding custom event handlers
Setting custom initialization options
Setting up external sources programmatically

Link a Coveo tab component to other components
Using Sitecore items for a component properties
Adding a custom geolocation provider

List of available components

Search properties
Facet

Facet properties
Facet range properties
Facet slider properties
Facet date slider properties
Facet distance range properties
Facet distance slider properties

Sort

Date sort properties
Distance sort properties
Field sort properties
Relevancy sort properties

Tab properties
Searchbox properties
Omnibox result list properties
Recommendations properties
Related query properties
Coveo fields resources
Coveo distance resources properties
User context properties

List of available parameters
Relating Coveo for Sitecore components to sitecore templates, Layouts, and Sublayouts
Digging into the layouts and components code

Overview of SearchLayout.aspx
Overview of CoveoSearchResources.ascx
Overview of CoveoSearch.ascx
Overview of CoveoFacet.ascx
Overview of Coveo sort components code
Overview of CoveoTab.ascx

Creating a custom component parameters
Inserting custom component parameters
Creating a search interface optimized for mobile devices
Creating a search interface optimized for web crawlers
Understanding how MVC components work behind the scenes
Modifying or removing the Insert Option for the Coveo-powered search page

Using a query pipeline
Altering search results before they are displayed in a search interface

Removing fields from search results
Using the Sitecore LinkManager to resolve URIs in a search page

Displaying external content in a search interface

Configuring an external source
Enabling the external source in Sitecore
Displaying external content in a tab
Using external content in Sitecore facets
Adding external fields
Using Windows Authentication to query external sources

Using analytics

Coveo Usage Analytics

Adding custom usage analytics metadata in Coveo for Sitecore
Logging page view events

Sitecore Analytics

Configuring Coveo events in Sitecore Analytics
Changing the events data
Recording custom events
Tracking events into an external database
Querying page events in the Analytics database
Available page events
Sitecore page events logged by Coveo for Sitecore
Understanding the Experience Profile
Customize page events caption displayed in Experience Profile
Leveraging Sitecore Analytics in Coveo for Sitecore

Understanding profiles and pattern cards
Using automatic boosting
Using the Coveo conditional renderings
Using the Experience Explorer

Get started with Coveo Machine Learning

Getting recommendations
Leveraging user context
Using Automatic Relevance Tuning in Coveo for Sitecore

Using Sitecore personalization with Coveo

Implementing device detection in Sitecore

Query performance leading practices
Understanding how to leverage virtual users with Coveo
Using LINQ to customize queries

Coveo LINQ extensions
Supported LINQ operators
Optimizing LINQ query performance
Joining results using LINQ

The GroupJoin extension
The Join extension
The SelfJoin extension

Retrieving metadata in LINQ query results
Using QueryResults to retrieve query metadata

Example: Introduction
Example: Create a basic search page
Example: Adding a pager section
Example: Adding a did you mean section
Example: Adding facets
Example: Add a sorting section
Example: Debugging helpers
Example: Putting it all together
Advanced example: Bind the model to URL parameters

Supported Sitecore features

Global LINQ filters
Ignore index fields
Mapping targets
Predefined queries

Configuration

Coveo Control Panel administration access

Opening the Coveo Search Control Panel section
Synchronizing Coveo for Sitecore with the Coveo Platform

Synchronize Coveo for Sitecore configuration
Updating security cache
Synchronize Sitecore permissions

Cleaning up unused field resources
Configuring the Sitecore credentials

Managing your license

Understanding the license
Upgrading your license
Viewing the license details
Creating a Coveo Cloud group for developers and system integrators

Adding members to the group

Managing your cloud license
Configuring the query rate limit

Understanding the Command Center

Giving access to the Command Center
Activating Coveo for Sitecore using the Command Center
Updating Coveo for Sitecore settings
Understanding the Indexing Manager
Understanding the Relevance Manager

Accessing the Coveo for Sitecore API
The Coveo configuration files

Understanding the Coveo search provider configuration file
Understanding the REST endpoint configuration files
Changing the default Coveo for Sitecore REST endpoint proxy path

On-premises only topics

Administering RabbitMQ

Accessing the Management Console
Changing the location of RabbitMQ queues
Configuring the indexing queue connection

Securing the Admin Service

Configuring the Admin Service after install

Managing your CES license
Managing your CES index
Changing the REST Search API default port
How to load balance queries using CES mirror and Coveo for Sitecore
Installing Coveo Enterprise Search (CES)
Scaling out Coveo for Sitecore with CES mirrors
Setting up Coveo for Sitecore in a remote server configuration
Understanding and customizing the binary data indexing process
Understanding the Search API configuration file (config.yml)
Managing top results

Configuring the top results folder
Managing top result items in Sitecore
Synchronizing top results automatically
Synchronizing top results manually
Localizing top results
Troubleshooting top result issues

Upgrade and migration

Index hosting migration

Switch from on-premises to cloud indexes
Switch from cloud to on-premises indexes

Upgrade

Leading practices
Upgrading from Coveo for Sitecore 4.0 to Coveo for Sitecore 4.1

Installing Coveo for Sitecore 4.1
Upgrading configuration files from Coveo for Sitecore 4.0 to Coveo for Sitecore 4.1
Upgrading to Coveo for Sitecore Hive framework: FAQ

Upgrade procedures for Coveo for Sitecore 4.1 previous releases

August 2019 to March 2020
May 2019 to August 2019
February 2019 to May 2019
November 2018 to February 2019
October 2018 to November 2018
September 2018 to October 2018
August 2018 to September 2018
July 2018 to August 2018
May 2018 to July 2018
April 2018 to May 2018
March 2018 to April 2018
January 2018 to March 2018
December 2017 to January 2018
October 2017 to December 2017
September 2017 to October 2017

Upgrade procedures for Coveo for Sitecore 4.0 previous releases

May 2018 to August 2018
March 2018 to May 2018
December 2017 to March 2018
September 2017 to December 2017
July 2017 to September 2017
June 2017 to July 2017
April 2017 to June 2017
March 2017 to April 2017
January 2017 to March 2017
December 2016 to January 2017
October 2016 to December 2016
September 2016 to October 2016
July 2016 to September 2016
June 2016 to July 2016
April 2016 to June 2016

Upgrading Sitecore with Coveo for Sitecore
Upgrading to the expanded security provider

Coveo for Sitecore 4.1: Release Notes

March 2020
2019 releases
2018 releases
2017 releases

Coveo for Sitecore 4.0: Release Notes

2018 releases
2017 releases
2016 releases

Getting help and support

Embedded developer and support resources

Troubleshooting problems using the Coveo Diagnostic Page

Most common issues

Inactivity timeout during rebuild
Coveo sort components are stacked in an MVC search page
Security provider error something went wrong on the server
Problem accessing the Coveo Admin Service
Problem loading the Ninject assembly
Empty strings are not allowed exception occurring when specifying creator-owner permissions
Internal server error when querying the REST service
Editing the properties of a Coveo search MVC component freezes the page editor in ie11
Error with ID no\_DOCument\_indexed
Error or document not found page after rebuilding the indexes
Problem registering search page events in Sitecore Analytics
Sitecore items do not get automatically indexed
Sitecore 8.0 Session is not Initialized Exception
The Indexing Manager is reporting an error
Configuration wizard error - unable to add the certificate to the root store. Access is denied.
Slow queries in a Coveo-powered search page
Issue in ie during admin service configuration with the configuration wizard
High memory usage while rebuilding indexes
Root element of a crawler for a Coveo index is invalid
404 errors on Coveo Usage Analytics search events
HTML version of indexed items are showing an error page
Coveo-powered search page fails to load after upgrade
Diagnostic Page error - invalid cast from system.String to Coveo.Framework.Configuration.SecurityConfiguration
Including a search box with omniboxResultList results in cannot read property addeventlistener of null error
Timeout while expanding Sitecore security provider
Nullreferenceexception on Tracking.Current when executing a request for a Quick view
Coveo for Sitecore security cache refresh issues
How to modify the Coveo for Sitecore security provider refreshing parameters
403 forbidden error when calling yourSitecoresite/coveo/rest
Getting log4net errors when attempting to browse Sitecore pages
The Sitecore security provider ABC has encountered a fatal exception class CSP fatalexception unable to connect to Sitecore
No user has been provided for the search request
Opening Sitecore Indexing Manager returns a 405 (method not allowed) error
Secured admin service - could not establish trust relationship for the SSL/TLS secure channel with authority localhost
Hive components - Inserting an example search page results in no renderings

Known issues

An index should be configured for database web error is preventing the REST service from loading
Cannot insert the value null into column ID, table INSTANCE_HOSTNAME_Core.dbo.Properties column does not allow nulls. INSERT fails.
Coveo for Sitecore not properly replicating the sitecore permission model
Error in filewatcher internal buffer overflow while installing Coveo for Sitecore
Error exception while handling event Sitecore.ContentSearch.Events.IndexingFinishedEvent, index MY_INDEX was not found
Error in the Experience Profile after installing Coveo for Sitecore
Failed to reactivate the organization message in Command Center
Field is no longer indexed in the Sitecore items
Handler CoveoSearchEndpoint has a bad module ManagedPipelineHandler in its module list
Items in different languages are not automatically indexed or updated when language fallback is enabled
Metadata duplicated keys are producing warnings in the Log Browser
Missing valid xDB license
Multi-value field - migrating from on-premises to cloud version
Opening the Experience Explorer sets the static context to 'master'
Prebinding isn't applied to elements within a Searchbox container
Publishing multi-language Sitecore items leads to a large amount of files being indexed
Sitecore 8.0+ error when saving a Coveo-powered search page using the Sitecore Rule Engine
Sitecore 8.2 with WFFM refuses to start after installing Coveo for Sitecore
Sitecore.ContentSearch.SitecoreItemCrawler.IsAncestorOf(Item item) error
Slow initial rebuild time caused by the ExcludeCoveoDataSourceItems processor
Solr - error when initializing Coveo when side-by-side with solr is enabled
Solving the conflict between keys from dynamic placeholder modules and Coveo dynamic placeholders
The Experience Editor for non-default language page fails to load when using Coveo for Sitecore Hive
The RouteData must contain an item named 'controller' error with SXA
Two instances of the same search page component have been added on a page but only one is initialized
Unexpected token < when editing page with SXA components in Experience Editor
Send Analytics to Sitecore component not working in Sitecore 9
Exception when trying to switch organization
Issues when the core database is disabled on content delivery servers
Content database 'master' not found on a content delivery server
Coveo analytics events are not logged in Sitecore 9.1 analytics
Ajax error 500 when using special characters in a query

Troubleshooting guide

Analyzing HTTP traffic using Chrome developer tools
Tracing HTTPS communications issued by Sitecore
Cloud issues
On-premises issues

Checking if the ports used by Coveo for Sitecore are opened on the remote CES server
Troubleshooting a Coveo search REST endpoint error

SSL/TLS support

Releases

Supported Sitecore versions

Finding your Coveo for Sitecore version
Compatibility with Sitecore Commerce
Compatibility with Sitecore on Azure

Understanding infrastructure with the legacy Sitecore Azure module
Configuring with the legacy Sitecore Azure module

Coveo for Sitecore v3

Coveo for Commerce

Coveo for Commerce deprecated fields reference
Capture page view events (Deprecated)

Coveo Platform

Gmail for Work source

Create a Google API console project and service account
Modify security parameters in your Google apps account

SharePoint Online legacy source
Jive Cloud source

JSON modification

Jive Server source

Install the Coveo plugin for Jive
JSON modification

PhantomJS end-of-life
About user stitching

APIs

Legacy api.developers.coveo.com site deprecation
On-premises REST Search API

Using the JavaScript Search Framework with the on-premises REST Search API

User interface libraries

JavaScript Search Framework v0.9 (legacy)
Coveo .NET Front-End 12.0 for Developers

THIS IS ARCHIVED DOCUMENTATION

Coveo integrations

Coveo for Salesforce

Coveo for Salesforce v2

Coveo for Salesforce v2

Coveo for Salesforce v2

In this article

This section contains Coveo for Salesforce v2 archived content.

Release notes
Upgrade from v2 to v3
Features of 2017
Features of 2016
Features of 2015
Add JavaScript to the Coveo Lightning Aura components with custom code (Deprecated)