Content Delivery search feature additional prerequisites
In addition to the general Content Delivery microservice prerequisites, there are additional prerequisites that must be satisfied specifically for the IQ Indexing Service. Further additional prerequisites apply if you want to use the faceted search feature.
The search feature requires an Elasticsearch database with a number of plugins enabled.
- If you are performing a fresh install of Tridion Sites, and you do not have Tridion Docs installed, simply download and install Elasticsearch, install the required plugins, and follow the instructions for installing the IQ Indexing Service.
- If you are performing a fresh install of Tridion Sites, and you do have Tridion Docs installed, you can reuse its IQ Indexing Service, and, as a result, also the Elasticsearch instance of Tridion Docs.
- If you are upgrading from SDL Tridion Sites 9 or SDL Tridion Sites 9.1, and if your installation includes the Experience Optimization feature, and you do not have Tridion Docs installed, then you already have an Elasticsearch instance running as part of Tridion Sites, and you only need to create new Elasticsearch indexes for the Content Delivery search feature in the existing Elasticsearch instance by following the instructions for installing Elasticsearch indexes.
- If you are upgrading from SDL Tridion Sites 9 or SDL Tridion Sites 9.1, and if your installation includes the Experience Optimization feature, and you do have Tridion Docs installed, then you may have two separate Elasticsearch instances running side by side. In this case, migrate the Docs indexes into the existing Elasticsearch database you already were using for Experience Optimization in Sites, by running the migration scripts instead as explained in the instruction for upgrading Elasticsearch.
You can install Elasticsearch on-premises or in the Cloud. Install Elasticsearch version 7.10 (on-premises version or Cloud version). Elasticsearch is free to download from Elastic at https://www.elastic.co/.
- Ingest Attachment Processor Plugin, documented here: https://www.elastic.co/guide/en/elasticsearch/plugins/7.10/ingest-attachment.html
- ICU Analysis Plugin, documented here: https://www.elastic.co/guide/en/elasticsearch/plugins/7.10/analysis-icu.html
- You can only use Elastic Stack if you run Elasticsearch yourself, either on-premises or in your own Cloud environment.
- Some features in Elastic Stack require a paid license included in an Elasticsearch Gold or Platinum subscription.
- Consult the Elasticsearch documentation at https://www.elastic.co/guide/en/elasticsearch/reference/7.10/important-settings.html#heap-size-settings to learn how to configure these properties as environment variables, and then set them to your higher values.
- In the config/ subdirectory of Elasticsearch, in the file jvm.options, add the following lines:
-XmsBIGGERHEAPSIZE -XmxBIGGERHEAPSIZE
where BIGGERHEAPSIZE is the bigger heap size you want to use.
- the third-party product PoolParty Semantic Suite
- the Tridion Taxonomy Connector (sold separately) to connect PoolParty Semantic Suite to Tridion Sites.