How to properly configure Coveo for Sitecore to avoid 401 unauthorized error messages

July 27, 2016

When working on a Sitecore scaled environment or having the Coveo server running separately from the content management server, you need to make sure that your Sitecore instance is available for external access in order for Coveo to work properly. One of the solutions is to enable Windows Authentication at the root website level on IIS. This solution requires a valid username and password to load the website content.

As you can imagine, this is a pretty straight forward thing to do. You're right. Except in today's scenario, we’re dealing with a Coveo implementation in Sitecore and you'll need to take a few extra steps to get everything up and running behind Windows Authentication.

Facing the issue

If you, just like us, simply enabled Windows Authentication and provided the address to external users, then you probably heard the developers saying "Search isn't running", "Error messages everywhere." You’d see a screen like this when opening Coveo’s diagnostics page:

Coveo’s diagnostics page

Well, after troubleshooting the issue, we figured it out. Here are 3 steps you can take to address this issue.

Overcoming the issue

1) Navigate to IIS, and open the Sitecore site. Browse the folders and select Coveo’s main folder:

Coveo’s main folder

With the Coveo folder selected, click Authentication on the right side

2) Choose Windows Authentication and select disable, then choose Anonymous and select enable

authentication

3) Go back to the left panel, navigate to modules > Web > Coveo folder and repeat steps 1 and 2

Now, you should have the environment working behind a Windows Authentication. Check this to make sure this is the case. You can review Coveo’s diagnostics page with all services up and running:

Coveo’s diagnostics page

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