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Question by timothevs, Jul 21, 2015 4:21 PM

Best practices for upgrading Sitecore + coveo.

We have an older installation of Sitecore (7.0x) in our organization and are looking to integrate Coveo with Sitecore in the very near future. Muddying the waters is our plan to upgrade Sitecore from 7.0x to 7.5x in the next few months. As we understand it, Sitecore upgrades must be done at 0.1x intervals so, from 7.0x to 7.1x and so on.

I realize that we'll have to reinstall Coveo (version specific) once the Sitecore upgrade is complete. But are there any best practices we should keep in mind while doing this? Any major incompatibilities that we should be aware of, or is it recommended to finish upgrading Sitecore before installing Coveo for Sitecore?

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Gravatar for slangevin@coveo.com

Answer by Simon, Jul 22, 2015 7:37 AM

I would say the best practice would be to wait until the you are at the latest version of Sitecore. If for any reasons, you which to have Coveo up and running on every versions, here is what I would do.

When installing on Sitecore 7.0, 7.1

Disable all lucene configuration files after installing Coveo, as Sitecore only support one index on these versions. Then when upgrading. Disable all Coveo configuration files and re-enable lucene. Then upload the new package, which will overwrite dlls, items and will generate new config files.

When installing on Sitecore 7.2+

You do not need to touch Lucene, simply enable the Coveo config files after the installation, and disable them prior to the upgrade.

For further readings: https://developers.coveo.com/display/public/SC201507/Best+Practices+When+Upgrading+Coveo+for+Sitecore

Gravatar for timsodhi@health.usf.edu

Comment by timothevs, Jul 22, 2015 9:56 AM

Thanks Simon.

That was very helpful and it will most certainly help us when it is time to upgrade.

Do you know if there are any technical reasons to wait until we're all up and ready with the latest version of Sitecore? Perhaps to avoid overwriting DLLs and config files over and over again, and to minimize complications, or is the installation pretty straightforward?

Gravatar for slangevin@coveo.com

Comment by Simon, Jul 23, 2015 6:26 AM

The installation is pretty straightforward and items + Dll will be overwritten automatically. The reason why I propose to wait until the end is to minimize the manual renaming of config files on every upgrades.

Gravatar for timsodhi@health.usf.edu

Comment by timothevs, Jul 23, 2015 9:09 AM

Thank you for your help Simon.

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