Thursday, August 10, 2017

Coveo Setup for remote CES

Hi All,

In my previous post I just show you how setup coveo for Sitecore.
In this post I just explain more configuration during setup coveo search.
Here below are the steps:

Step 1: Install Coveo Enterprise Search 7.0 x64 (8850) for Sitecore for Sitecore.
1.       Run ‘Coveo Enterprise Search 7.0 x64 (8850) for Sitecore’.
2.       System will check for pre requisites of installation that is the default behavior and after installing them it may ask for restarting the machine.
3.       Click next and accept terms.
4.       Choose Typical installation.
5.       Click ‘Configure’ for “Account used to access the files to index” and provide username and password of account (must be administrator privileges) under which the service supposed to run.
6.       Click ‘Configure’ for “Admin Service Security”. It is optional but it is recommended to make Admin Service secured. On the next screen click configure on second option.
7.       Click ‘Configure’ for “Configure credentials for the Admin Service”. Provide fully qualified username and password for windows login. Example: edynamic\abc and password.
8.       Click ‘Configure’ for “Configure a certificate for the admin service”. The CES Server name will be the default server name and to avoid any confusion keep the password as per the previous step (Windows password). Click on ‘Browse’ and on the pop up screen click ‘Ok’ as there is no need to keep the certificate path different than the installation folder. After that click ‘OK’. Whatever the CES server name we choose make a note of it as we need it later.
9.       If we want we can configure the username and password for RabbitMQ as well. By default the username and password will be ‘guest’.
10.   After clicking ‘Next’ click ‘Install’.
11.   When the installation is finished go to services console and check if the services related to coveo and Rabbit MQ are running.
12.   Allow Firewall Access if prompted
Note:
1. It also ask for install Coveo diagnostic tool. Install that and open below URL:
      http://localhost:8081/Configuration/InitialSetup/InitialSetup.aspx
Here 8081 is default port you also can change that.
2. Please also create a folder C:\CES7 , this is default folder you also can change that but keep in mind if you change here then you also select that folder in during sitecore coveo package installation.
Step 2: Install Coveo Search API
Note: Select the check box “This installation is part of a Sitecore installation” and after click next select “Generate Random Token” and copy the generated value as we will be using it later. Click ‘Next’ and then ‘Install’.
If you found any difficulties in above step then please have a look on below URL:
Step 3: Make sure Coveo services are running
  • View Local Services by search “View Local Services”
  • Start all Coveo services
Step 4: Restart IIS
  • This may not be necessary. But it makes sure the localhost:8080 and localhost/AdminService are working correctly.
Step 5: Verify Admin Service

Step 6: Verify RabbitMQ
Step 7: Verify Coveo Search API
  • Go to http://localhost:8080
    • You should get a message the search page is not configured yet
Step 8: Verify Coveo Admin Tool
  • Go to http://localhost:8081
    • You should see the coveo admin tool
Step 9: Install Coveo for Sitecore (sitecore package)
1.       Go to installation wizard and run the provided sitecore package.
2.       Click ‘Continue’.
3.       Click ‘Sign-Up or log in to coveo cloud’. This option will open new browser tab on which we can see the multiple authentication methods which will allow the user of our organization to access to coveo.
4.       Enter the organization name and select “On Premise Free edition”. Click Next. Or select “On Premise Free edition” from dropdown.
5.       Select where do you want to install the instance. We chose it to be on the remote server, after this step the package will create a CES7 folder in the C drive.
6.       Place the secret key that we have copied in the second installation and click next.
7.       If we have configured different username and password for RabbitMQ configure it or again click next.
8.       Create configuration as per the below screen.

9.    Enter sitecore User name and password.

10.   Select the type of indexing will be used.


11.   Click Next twice and close. It will cause sitecore restart.
12.   Remove .exapmle extension from Coveo config files.
We are also able to reconfigure all the things by going to coveo section in control panel of Sitecore. It look like below:
Step 10: Check Coveo Diagnostics
  • Open Sitecore Control Panel -> Coveo Diagnostic Page
  • All components should have a green light and message “up and running”
Note: please follow below URL for ‘Setting Up Coveo for Sitecore in a Remote Server Configuration - On-Premises’