How to Backup and Restore your Coveo CES Index Configuration

There have been several occasions when I have had to copy a Coveo index from one environment to another.  From standing up and lower Test environment or helping onboard a developer setup a local instance.  It is also recommended you take regular backups of your CES config files, as you can rebuild the entire index from a restored copy of the config, should your index ever become corrupt.

Steps

  1. Connect to the Source Coveo Master Index Administration tool (http://localhost:8081 by default) and put the index in read-only mode and backup the entire contents of the config directory (C:\CES7\config – by default).  Putting the index in read-only mode will prevent further content changes to the index but will still enable search queries to return results.   CESreadonlymode
  2. Put the Source Index back into read-write mode.
  3. On the destination environment open the local services and locate and stop the CES7 service.  Restoring a backup of the CES configuration files while indexing or while in read-only mode will most likely result in a corrupt index.CESService2
  4. Delete all the files and folders under the destination index directory (C:\CES7\ – by default).  This is necessary as the index must be rebuilt from the configuration files.
  5. Recreate the destination config folder in the destination index location (C:\CES7\config – by default) and restore the backed up config into this directory.
  6. If your destination index is installed in a different location, for example D:\CES7 you must edit the config.txt and replace all occurrences of the index path with the correct location.
  7. Restart the CES7 Service.
  8. Rebuild the sources.

Resources

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