Integrate Apache Solr with Sitecore 10.2 using Managed Search

Overview

The SearchStax Managed Search service can be used to enable Apache Solr on a Sitecore 10.2 website.

This page demonstrates how easy it is to connect Sitecore to a Managed Search cluster. SearchStax has created a PowerShell 7 script that automates the steps of preparing Solr for Sitecore integration. This script is available to SearchStax clients free of charge from our Github site.

Contents:

1. Install Sitecore 10.2 without Solr
2. Create a New Deployment in Managed Search.
3. Run the Managed Search Connector for Sitecore.
4. Populate Schema from the Control Panel in Sitecore.
5. Problems?

Install Sitecore 10.2 without Solr

This section describes how to install Sitecore 10.2 locally without Solr. We’ll connect it to a Managed Search deployment in a subsequent step.

1. Visit the Sitecore Experience Platform 10.2 Initial Release page. Under Download Options for On Premises Deployment, download Packages for XP Single.

   Farther down the same web page, under Release Information, download the Quick Installation Guide for a Developer Workstation.

   
2. With the exception of Solr, install all the prerequisite sub-components as mentioned in the installation guide.
3. Make the following changes in the configuration files.
   • XP0-SingleDeveloper.ps1: Change the $Prefix to “Sitecore10”.

     Comment out or delete the Solr root and service details:

     
   • XP0-SingleDeveloper.json: Comment out or remove the XConnectSolr and SitecoreSolr “includes:”
   • xconnect-xp0.json: Comment out or remove the ConfigureSolrSchemas task.
4. Once all the above changes have been made, go ahead with the Sitecore installation by running the PowerShell script .XP0-SingleDeveloper.ps1 as recommended in the Sitecore installation guide.

Now that you have completed your Sitecore 10.2 installation, it’s time to create your Managed Search deployment.

Create a New Deployment in Managed Search

Assuming you have already created a SearchStax account and do not already have a deployment set up, click on the Dedicated Infrastructure tab and then click on the Create Deployment button at the top. Enter a deployment name, and select the most appropriate provider, region, plan, and Solr version (See the Sitecore/Solr Compatibility section below).

Cloud Provider

A self-managed Sitecore project may use any of our cloud providers for the Solr deployment.

Single Node or Cluster

Sitecore will work with a single-node deployment (the “NDN” series of Managed Search deployments) for purposes of testing and evaluation. However, a production system requires a Managed Search cluster (the “NDC” series) to provide high-availability and failover features.

Sitecore/Solr Compatibility

Sitecore 10.2 is known to be compatible with Solr 8.8.2. Other combinations may or may not work. See Sitecore’s Solr Compatibility Table for further information.

Once you create your deployment, you will see it in the Solr Deployments dashboard.

Clicking on the name of the deployment gives you pertinent information about your deployment’s servers. The Solr HTTP Endpoint takes you to your Solr server dashboard.

Run the Managed Search Connector for Sitecore

This script is used to connect a Sitecore XP0 installation to a SearchStax Solr instance.

The script automates the following parts of the procedure:

• Upload the Solr config files to Solr
• Create the Sitecore collections in Solr
• Configure Sitecore files

Download the Managed Search Connector for Sitecore

The first step is to visit the SearchStax Github site and download the latest Managed Search Connector for Sitecore zip file.

Unzip the file to a convenient location. This creates the searchstax-cloud-connector-for-sitecore-x.y directory.

Install PowerShell 7 and Yaml Module

PowerShell 7 has special capabilities that are required by the Managed Search Connector for Sitecore.

We assume you are on a Windows 10 computer. Open your native PowerShell, and install PowerShell 7 using the following command:

Windows PowerShell:

> iex "& { $(irm https://aka.ms/install-powershell.ps1) } -UseMSI"

Exit native Powershell and start Powershell 7 as the Administrator. Now install the powershell-yaml module:

Windows PowerShell 7:

> Install-Module powershell-yaml

Edit Connector Configuration

Edit the config.yml file in the searchstax-cloud-connector-for-sitecore-x.y directory. The entries take the form shown below. The connector will ignore any values that it doesn’t need as determined by the configurationMode value. Note the required indentation, which is two spaces under the “settings” header. Parameters under switchOnRebuild and customIndexes must be four spaces.

settings:
  accountName: "Example"
  deploymentUid: "ss123456"
  sitecorePrefix: "sitecore"
  solrUsername: ""
  solrPassword: ""
  sitecoreVersion : "10.2.0"
  isUniqueConfigs: "true"  
  configurationMode: "XP"
  isSxa: "false"
  switchOnRebuild:
    enableForPlatformIndexes: "false"
    enableForMarketingIndexes: "false"
    enableForSXA: "false"
    sufix: "_rebuild"
    mainAlias: "_MainAlias"
    rebuildAlias: "_RebuildAlias"
    sitecorePrefix:  "sitecore"
  customIndexes:
    # - core: "sitecoreindex-123"
    #   isSwitchOnRebuild: "false"
    # - core: "sitecoreindex-456"
    #   isSwitchOnRebuild: "false"
  

Name	Description	Example
accountName required string	Name of the SearchStax account, upper right corner of the screen.	“ABCInternational”
deploymentUid required string	UID of the SearchStax deployment. Look in the deployment URL.	“ss123456”
sitecorePrefix required for Sitecore XConnectstring	Prefix of the sitecore installation. We advise using the “sitecore” default. Do not use a period (.) in this value, as it causes issues with performance monitoring.	“sitecore”
pathToWWWRoot required string	Path to wwwroot folder in inetpub, i.e. your %IIS_SITE_HOME% variable. If isAzurePaaS is “true”, then pathToWWWRoot is not required.	“C:\inetpub\wwwroot”
solrUsername optional string	Solr Basic Auth username	“username”
solrPassword optional string	Solr Basic Auth password	“password”
sitecoreVersion required string	Version of Sitecore. Supported versions – 9.0.2, 9.1.1, 9.2.0, 9.3.0, 10.0.0, 10.1.0, 10.1.1, 10.2.0, 10.3.0	“10.2.0”
isUniqueConfigs required for Sitecore string	Switch between one config for all collections (“true”), and a unique config for each (“false”). When isUniqueConfigs is false, the script creates only one set of config files, and use that set for all of the Sitecore collections. The name of the config set is sitecore_<sitecorePrefix>. Example: sitecore_sitecore100. When isUniqueConfigs is true (the default), the script creates a set of config files corresponding to each separate Sitecore collection. This lets Sitecore properly populate the schemas of the various collections. These configsets are named <sitecorePrefix>_<collectionName>. Example: sitecore100_core_index.	“true”
isAzurePaaS required string	Set to “true” if you are configuring Sitecore installed in an Azure App service. This configures Solr only and skips configuring Sitecore files. Otherwise, set it to “false”.	“false”
configurationMode required string	“XP” means to set up Sitecore only. “XCONNECT” means to set up an xDB index. “XP|XCONNECT” means both at once. For “XCONNECT” with Solr versions 6.6.0 to 8.6.2, you’ll need to have SearchStax Support enable configset.​upload.​enabled before running the connector.	“XP”
isSxa required string	“True” will add two additional collections to Solr for SXA support.	“true” or “false”
switchOnRebuild	Header introducing extended configuration for switch on rebuild.	Has no values.
enableForPlatformIndexes required string	When “true”, will add additional collections and aliases for Sitecore Platform Indexes (core, master, web, etc.).	“true” or “false”
enableForMarketingIndexes required string	When “true”, will add additional collections and aliases for Sitecore Platform Marketing Indexes (content testing, fxm, etc). Generally, this will always be false unless a specific use case calls for this configuration.	“true” or “false”
enableForSXA required string	When “true”, will add additional collections and aliases for Sitecore SXA Indexes.	“true” or “false”
sufix required string	The suffix of the rebuild collection name. Default: “_rebuild”. Do not use a period (.) in this value, as it causes issues with performance monitoring.	“_rebuild”
mainAlias required string	The suffix of the Main Alias name. Default: “_MainAlias”	“_MainAlias”
rebuildAlias required string	The suffix of the Rebuild Alias name. Default: “_RebuildAlias”	“_RebuildAlias”
sitecorePrefix required string	The prefix of the Rebuild collctions and Aliases. Default: “sitecore”. Do not use a period (.) in this value, as it causes issues with performance monitoring.	“sitecore”
customIndexes	Header introducing an array of optional custom indexes.	Each subsequent row begins with “-“. There are two parameters per row.
core required for custom index string	Collection name of the custom index. Do not use a period (.) in this value, as it causes issues with performance monitoring.	“sitecoreindex-456”
isSwitchOnRebuild required for custom index string	When “true” will create additional rebuild collection and aliases.	“true” or “false”

Run the Managed Search Connector for Sitecore

From Powershell 7, run as Administrator, navigate to the searchstax-cloud-connector-for-sitecore-x.y directory.

Change the execution policy to skip checking.

Windows Powershell 7:

Set-ExecutionPolicy -Scope Process -ExecutionPolicy Bypass

Run the sitecore-searchstax-connector.ps1 script.

Windows Powershell 7:

> .sitecore-searchstax-connector.ps1

The script will prompt you for your SearchStax user name and password. The script may take a few minutes to run, during which it will notify you of its actions.

Populate Schema from the Control Panel in Sitecore

Follow these steps to populate the Solr schema:

1. Log in to the Sitecore Content Management environment.
2. Open the Sitecore Control Panel.
3. In the Indexing tab, click Populate Solr Managed Schema.
4. Select all indexes and click Populate. (If you have difficulty populating the schema, see Why does Sitecore fail to populate schemas?)
5. On the same page, go to the Indexing Manager, select all, and click Rebuild.

Problems?

See Sitecore Connection Errors for a list of the most-common issues that arise when connecting Sitecore to your SolrCloud deployment.

Questions?

Do not hesitate to contact the SearchStax Support Desk.