Uploading the configset & creating the Solr collections

Upload the configset provided by eperi to Solr and create the collections suitable for your product.

Procedure

  1. Upload the Solr configset file, for example solr_sfdc_configset_<version>.zip for Salesforce, to your target server.
    Note: For Microsoft 365 you will need to select the configset archive that corresponds to your Solr version.
    Configsets for Microsoft 365
    Solr version Configset archive
    9.5.0 solr_o365_configset_v4.zip
    8.11.1 solr_o365_configset_v3.zip

  2. On the command line, upload the Solr configset and create the required collection with the following curl commands.
    Note: For Solr 9, certificates need to be located in a path that Solr can access, e.g., $SOLR_INSTALLATION_DIR/server/etc/certs
    • Commands for Salesforce with SSL and Basic-Auth (replace the values set in bold type with values specific to your installation):
      #UPLOAD CONFIGSET
      curl -k -E /path/to/solrhost01.client.cer.pem --key /path/to/solrhost01.client.key.pem \
      --noproxy "*" --user user:pass -X POST --header "Content-Type:application/octet-\
      stream" --data-binary @solr_sfdc_configset_<version>.zip "https://solr-hostname:solr-port/solr/\
      admin/configs?action=UPLOAD&name=eperi_sfdc"
      #CREATE COLLECTION
      curl -k -E /path/to/solrhost01.client.cer.pem --key /path/to/solrhost01.client.key.pem \
      --noproxy "*" --user user:pass -X POST "https://solr-hostname:solr-port/solr/admin/\
      collections?action=CREATE&name=salesforce&numShards=3&replicationFactor=3\
      &collection.configName=eperi_sfdc"
      Important: The values you enter for the parameters numShards and replicationFactor should match the number of Solr nodes you have.
    • Commands for Office 365 with SSL and Basic-Auth (replace the values set in bold type with values specific to your installation):
      #UPLOAD CONFIGSET
      curl -k -E /path/to/solrhost01.client.cer.pem --key /path/to/solrhost01.client.key.pem \
      --noproxy "*" --user user:pass -X POST --header "Content-Type:application/octet-\
      stream" --data-binary @solr_o365_configset_<version>.zip "https://solr-hostname:solr-port/solr/\
      admin/configs?action=UPLOAD&name=eperi_o365"
      #CREATE COLLECTION
      curl -k -E /path/to/solrhost01.client.cer.pem --key /path/to/solrhost01.client.key.pem \
      --noproxy "*" --user user:pass -X POST "https://solr-hostname:solr-port/solr/admin/\
      collections?action=CREATE&name=o365&numShards=3&replicationFactor=3\
      &collection.configName=eperi_o365"
      Important: The values you enter for the parameters numShards and replicationFactor should match the number of Solr nodes you have.
      #CREATE SHAREPOINT COLLECTION
      curl -k -E /path/to/solrhost01.client.cer.pem --key /path/to/solrhost01.client.key.pem \
      --noproxy "*" --user user:pass -X POST "https://solr-hostname:solr-port/solr/\
      admin/collections?action=CREATE&name=o365_sharepoint&numShards=3&replicationFactor=3\
      &collection.configName=eperi_o365"
      Important: The values you enter for the parameters numShards and replicationFactor should match the number of Solr nodes you have.
      #CREATE TEAMS COLLECTION
      curl -k -E /path/to/solrhost01.client.cer.pem --key /path/to/solrhost01.client.key.pem \
      --noproxy "*" --user user:pass -X POST "https://solr-hostname:solr-port/solr/\
      admin/collections?action=CREATE&name=microsoft_teams&numShards=3&replicationFactor=3\
      &collection.configName=eperi_o365"
      Important: The values you enter for the parameters numShards and replicationFactor should match the number of Solr nodes you have.

Results

You have successfully uploaded the Solr configset and created Solr collections.

What to do next

Continue with Configuring the Solr services in eperi sEcure Platform.