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Question by sholmesby, Aug 14, 2015 1:17 PM

Setup Multiple Developers to use remote Sitecore DBs and CES server

I'm trying to setup multiple developers using their own Sitecore site (file system) but the same remote databases (Dev-Shared).

We already have another dev site setup on a server. This site also uses the Dev-Shared Sitecore databases. Also on this server is our CES instance. The dev-shared site is all connected and Coveo search runs fine.

Now, for our developers we're looking to have them use their own file system, but point to the Dev-Shared databases, and also use CES on the server. This way queries can be run on this CES server, instead of each developer having their own CES.

I've followed the steps here to set this up:- (with Step 3 - Scenario A) https://developers.coveo.com/display/public/SC201508/Setting+Up+Coveo+for+Sitecore+in+a+Remote+Server+Configuration

In Step 2, Point 4, it says, 'Set the Sitecore instance URL. The security provider (on the remote server) needs to communicate with the Sitecore instance in order to resolve document permissions correctly.' Does this mean CES will need to be able to call back to a developer's local sitecore instance?

Or can it possibly call back to the Dev-Shared site instead (given it exists on the same server)?

Also, is there any other tips for this setup? i.e should we disable indexing in the configs of the developer's local site? Any other issues that may arise from this setup?

Thanks

2 Replies
Gravatar for slangevin@coveo.com

Answer by Simon, Aug 14, 2015 5:56 PM

Hi, see my answers bellow.

Q: In Step 2, Point 4, it says, 'Set the Sitecore instance URL. The security provider (on the remote server) needs to communicate with the Sitecore instance in order to resolve document permissions correctly.' Does this mean CES will need to be able to call back to a developer's local sitecore instance?

A: No, in the Coveo.SearchProvider.config of all your dev instances, you need to set the ServerUrl and SecurityProviderName (two different nodes) created for your main Sitecore Authoring server. To make sure you have the right values. Go in the Coveo Administration Tools and look under Configuration >> Security Providers and look for the Security provider created by your main Sitecore instance. Grab the name and the server url from there.

Q: Or can it possibly call back to the Dev-Shared site instead (given it exists on the same server)?

A: Yep this is pretty much what it will do if you configure it the way I mentioned above.

Q: Also, is there any other tips for this setup? i.e should we disable indexing in the configs of the developer's local site? Any other issues that may arise from this setup?

A: If you do not wish to index anything from your dev instance (for UI customization for example), then I would suggest to remove all strategies on your indexes. To do so, go to the "indexes hint="list:AddIndex"" section of the Coveo.SearchProvider.config of your dev instance and look for the strategies hint="list:AddStrategy" of all your indexes. By default you should have two indexes in Sitecore 8 and three in Sitecore 7.

Simply comment out these strategies block, so from strategies to /strategies on all your three indexes. Removing the strategies will insure that the instance will not index.

Finally, really important!!!! You want to add a SourceName node in the index declaration of all your indexes. So still in the "indexes hint="list:AddIndex"" section, add a SourceName node on all your indexes. The value should be the name of the sources on your main instance. Go in the Coveo Administration Tools >> Index >> Sources and Collections menu to have the right name.

For more info, look at this help page: https://developers.coveo.com/display/public/SC201507/Scaling+Coveo+for+Sitecore+Over+Multiple+Servers

Cheers,

Simon

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Comment by sholmesby, Aug 17, 2015 5:20 PM

Excellent, thanks Simon. The SourceName node information was particularly helpful. Thanks!

Gravatar for marcio.pasquini@globant.com

Answer by esequielp, Feb 28, 2017 1:04 PM

Does anyone have a thread to this but specific to a Cloud instance?

Gravatar for flguillemette@coveo.com

Comment by François Lachance-Guillemette, Feb 28, 2017 1:28 PM

For Coveo for Sitecore 4, use the Scalling Guide.

If you need more details, you should open another question with specific details since it will be hard to track different answers for this question on a 2 years-old thread.

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