docs: Improved Algolia documentation (#1984)

* improved algolia documentation

* typo fix
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Shahed Nasser
2022-08-03 17:26:39 +03:00
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# Algolia
We recently launched our sophisticated [Medusa](https://github.com/medusajs/medusa) Search API. It allows you to add a blazingly fast product search to your ecommerce setup, improving the overall customer experience and your conversion rates.
In this document, youll learn how to install the [Algolia plugin](https://github.com/medusajs/medusa/tree/master/packages/medusa-plugin-algolia) and use it on both your Medusa Server and your storefront.
From a developer perspective, the Search API unifies communication between Medusa and search engines thereby allowing you to switch between different engines in seconds with only a couple of lines of code. So far, Medusa has only supported product search using MeiliSearch, but we can now proudly present a plugin for Algolia - one of the giants.
## Overview
The purpose of this article is to show you how to install and configure Algolia for your Medusa store. Additionally, we'll showcase the powerful Search API by guiding you through changing from one search engine to another.
[Algolia](https://www.algolia.com/) is a search engine service that allows developers to integrate advanced search functionalities into their websites including typo tolerance, recommended results, and quick responses.
**Installation**
Algolia can be used for a wide range of use cases, including ecommerce websites. By integrating Algolia into your ecommerce website, you can provide your customers with a better user experience and help them find what theyre looking for swifltly.
Create an account on Algolia and grab your Application ID and Admin API Key from the settings panel.
Through Medusa's flexible plugin system, it is possible to add a search engine to your Medusa server and storefront using Algolia with just a few steps.
![algolia-config](https://i.imgur.com/kR6lWhI.png)
## Prerequisites
In your Medusa project, install the plugin using your favourite package manager:
### Medusa Components
It is required to have a Medusa server installed before starting with this documentation. If not, please follow along with our [quickstart guide](../quickstart/quick-start.md) to get started in minutes.
Furthermore, its highly recommended to ensure your Medusa server is configured to work with Redis. As Medusa uses Redis for the event queue internally, configuring Redis ensures that the search indices in Algolia are updated whenever products on the Medusa server are updated. You can follow [this documentation to install Redis](../tutorial/0-set-up-your-development-environment.mdx#redis) and then [configure it on your Medusa server](../usage/configurations.md#redis).
:::caution
If you dont install and configure Redis on your Medusa server, the Algolia integration will still work. However, products indexed in Algolia are only added and updated when you restart the Medusa server.
:::
### Algolia Account
You need to [create an Algolia account](https://www.algolia.com/users/sign_up) before you follow this documentation. Algolia offers a free plan to get started quickly.
## Create an Algolia App
The first step is to create an Algolia app for your Medusa server. To create one, open the [Applications page](https://www.algolia.com/account/applications) or, on your dashboard, go to Settings then choose Applications.
On the Applications page, click on the New application button at the top right.
![Click on New application button at the top right](https://i.imgur.com/WxckgS2.png)
In the new page that opens, optionally enter a name for the application and choose a subscription plan. You can choose the Free plan for now, but its recommended to switch to the Pay-as-you-go plan as your business grows.
![Optionally enter a name for the application and choose a subscription plan](https://i.imgur.com/jpM2EBU.png)
Once youre done, click on the Next Step button. If you picked Pay as you go service, youll need to enter billing details before you proceed.
Then, youll be asked to pick a region for your application. Once youre done, click on Review Application Details.
![Select a region then click on Review Application Details at the bottom right](https://i.imgur.com/fahf2J2.png)
In the last step, youll see a summary of your order. If all looks good, check the checkboxes at the end of the form to indicate that you agree to the terms and conditions. Then, click on the Create Application button.
![Summary of your application's order with the terms and agreement checkboxes checked](https://i.imgur.com/PTI2Swq.png)
## Retrieve API Keys
To retrieve the API keys that youll use in the next sections, go to Settings, then choose API Keys in the Team and Access section.
![Click on API Keys in the Team and Access section of your settings](https://i.imgur.com/gnORibC.png)
On this page, youll find the Application ID, Search-Only API Key, and Admin API Key. Youll need the Application ID and Admin API Key for the Medusa server. As for the storefront, youll need the Application ID and Search-Only API Key.
:::note
If you have more than one application in your Algolia account, make sure youre viewing the keys of the correct application by checking the Application dropdown at the top left.
:::
![Application ID, Search-Only API Key, and Admin API Key can be found in the API Keys page](https://i.imgur.com/i50Irki.png)
## Install the Algolia Plugin
In the directory of your Medusa server, run the following command to install the Algolia plugin:
```bash npm2yarn
npm install medusa-plugin-algolia@canary
npm install medusa-plugin-algolia
```
In your `medusa-config.js` add the integration to the array of plugins with the following settings:
Then, add the following environment variables to your Medusa server:
```bash
ALGOLIA_APP_ID=<YOUR_APP_ID>
ALGOLIA_ADMIN_API_KEY=<YOUR_ADMIN_API_KEY>
```
Where `<YOUR_APP_ID>` and `<YOUR_ADMIN_API_KEY>` are respectively the Application ID and Admin API Key found on the [API Keys page](#retrieve-api-keys).
Finally, in `medusa-config.js` add the following item into the `plugins` array:
```jsx
const plugins = [
// ...other plugins
//...
{
resolve: `medusa-plugin-algolia`,
options: {
application_id: "your-application-id",
admin_api_key: "your-admin-api-key",
application_id: process.env.ALGOLIA_APP_ID,
admin_api_key: process.env.ALGOLIA_ADMIN_API_KEY,
settings: {
products: {
searchableAttributes: ["title", "description"],
@@ -48,23 +113,221 @@ const plugins = [
},
},
},
]
];
```
In the above config, you've provided the id and key from Algolia alongside a couple of settings, that define the properties you can search for and the values you'll get in return.
The `searchableAttributes` are the attributes in a product that are searchable, and `attributesToRetrieve` are the attributes to retrieve for each product result. Youre free to make changes to these attributes as you see fit, but these are the recommended attributes.
And that's all! You've now enabled Algolia for your Medusa store engine. The plugin will make sure to synchronize products from Medusa to Algolia upon updating, deleting, or creating new ones. Now all you need to do is to restart your server.
## Test the Algolia Plugin
**Usage**
Run your Medusa server with the following command:
This article will not go too much into depth about how the search functionality works under the hood when querying the API. We refer to the [previous article on MeiliSearch](https://medusajs.com/blog/meilisearch-medusa) if this is of your interest. In there, you will find a quick showcase using Postman as well as a thorough walkthrough of how you can display the results in your storefront using ReactJS (GatsbyJS).
```bash npm2yarn
npm run start
```
Instead, to illustrate the power of our Search API and search engine plugins, we'll switch out a MeiliSearch plugin with our new Algolia plugin in a store with existing products. Upon restarting the server with the new configuration, your products will automatically be fed into Algolia and the search functionality in your frontend will remain unchanged.
The quickest way to test that the integration is working is by sending a `POST` request to `/store/products/search`. This endpoint accepts a `q` body parameter of the query to search for and returns in the result the products that match this query.
![Imgur](https://i.imgur.com/rIgAh6T.gif)
![Postman request send to the search endpoint that retrieves products using Algolia](https://i.imgur.com/IHeTsi7.png)
**Next up**
You can also check that the products are properly indexed by opening your Algolia dashboard and choosing Search from the left sidebar. Youll find your products that are on your Medusa server added there.
As mentioned in our post on MeiliSearch, we'll soon publish an article with a thorough walkthrough of our Search API. Until then, you should consider adding blazingly fast product search with one of our plugins to allow for your commerce business to grow to the next level.
:::note
Many thanks to community member Rolwin for building the plugin. If you want to be part of the Medusa community, feel free to join us on our [Discord channel](https://discord.gg/F87eGuwkTp).
If you have more than one application on your Algolia account, make sure youre viewing the keys of the correct one by checking the Application dropdown at the top left.
:::
![Products from the Medusa server can be seen on the Algolia dashboard](https://i.imgur.com/wkXzUH0.png)
### Add or Update Products
If you add or update products on your Medusa server, the addition or update will be reflected in the Algolia indices.
:::note
This feature is only available if you have Redis installed and configured with your Medusa server as mentioned in the [Prerequisites section](#prerequisites). Otherwise, you must re-run the Medusa server to see the change in the Algolia indices.
:::
## Add Search to your Storefront
In this section, youll learn how to add the UI on your storefront to allow searching with Algolia. This section has instructions for Medusas [Next.js](../starters/nextjs-medusa-starter.md) storefront as well as React-based frameworks such as the [Gatsby](../starters/gatsby-medusa-starter.md) storefront.
### Storefront Prerequisites
It is assumed you already have a storefront set up and working with the Medusa server, as this section only covers how to add the search UI.
:::tip
If you dont have a storefront set up, you can use the [Gatsby](../starters/gatsby-medusa-starter.md) or [Next.js](../starters/nextjs-medusa-starter.md) storefronts Medusa provides.
:::
### Add to Next.js Storefront
The Next.js storefront has the Algolia integration available out of the box. To get it working, you just need to follow three steps.
First, ensure that the search feature is enabled in `store.config.json`:
```json
{
"features": {
"search": true
}
}
```
Then, add the necessary environment variables:
```bash
NEXT_PUBLIC_SEARCH_APP_ID=<YOUR_APP_ID>
NEXT_PUBLIC_SEARCH_API_KEY=<YOUR_SEARCH_API_KEY>
NEXT_PUBLIC_SEARCH_INDEX_NAME=products
```
Where `<YOUR_APP_ID>` and `<YOUR_SEARCH_API_KEY>` are respectively the Application ID and Search-Only API Key on the [API Keys page](#retrieve-api-keys).
Finally, change the code in `src/lib/search-client.ts` to the following:
```jsx
import algoliasearch from "algoliasearch/lite"
const appId = process.env.NEXT_PUBLIC_SEARCH_APP_ID || "" // You should add this to your environment variables
const apiKey = process.env.NEXT_PUBLIC_SEARCH_API_KEY || "test_key"
export const searchClient = algoliasearch(appId, apiKey)
export const SEARCH_INDEX_NAME =
process.env.NEXT_PUBLIC_INDEX_NAME || "products"
```
If you run your Next.js storefront now while the Medusa server is running, the search functionality will be available in your storefront.
:::note
To make sure the Next.js storefront properly displays the products in the search result, include in the `attributesToRetrieve` setting of the Algolia plugin on the Medusa server at least the fields `title`, `handle`, `description`, and `thumbnail`.
:::
![Search pop up in the Next.js storefront](https://i.imgur.com/1f9qqK6.png)
## Add to Gatsby and React-Based Storefronts
This section covers adding the search UI to React-based storefronts. It uses the Gatsby storefront as an example, but you can use the same steps on any React-based framework.
:::tip
For other frontend frameworks, please check out [Algolias Integrations guide](https://www.algolia.com/developers/?ui-libraries&client-libraries) for steps based on your framework.
:::
In the directory that contains your storefront, run the following command to install the necessary dependencies:
```bash npm2yarn
npm install algoliasearch react-instantsearch-dom
```
Then, add the following environment variables:
```bash
GATSBY_ALGOLIA_APP_ID=<YOUR_APP_ID>
GATSBY_ALGOLIA_SEARCH_API_KEY=<YOUR_SEARCH_API_KEY>
GATSBY_SEARCH_INDEX_NAME=products
```
Where `<YOUR_APP_ID>` and `<YOUR_SEARCH_API_KEY>` are respectively the Application ID and Search-Only API Key on the [API Keys page](#retrieve-api-keys).
:::note
In Gatsby, environment variables that should be public and available in the browser are prefixed with `GATSBY_`. If youre using another React-based framework, you might need to use a different prefix to ensure these variables can be used in your code. Please refer to your frameworks documentation for help on this.
:::
Then, create the file `src/components/header/search.jsx` with the following content:
```jsx
import {
Highlight,
Hits,
InstantSearch,
SearchBox,
connectStateResults
} from "react-instantsearch-dom"
import React from "react"
import algoliasearch from 'algoliasearch/lite';
const searchClient = algoliasearch(
process.env.GATSBY_ALGOLIA_APP_ID,
process.env.GATSBY_ALGOLIA_SEARCH_API_KEY
)
const Search = () => {
const Results = connectStateResults(({ searchState, searchResults, children }) =>
searchState && searchState.query && searchResults && searchResults.nbHits !== 0 ? (
<div className="absolute top-full w-full p-2 bg-gray-200 shadow-md">
{children}
</div>
) : (
<div></div>
)
);
return (
<div className="relative">
<InstantSearch indexName={process.env.GATSBY_SEARCH_INDEX_NAME} searchClient={searchClient}>
<SearchBox submit={null} reset={null} />
<Results>
<Hits hitComponent={Hit} />
</Results>
</InstantSearch>
</div>
)
}
const Hit = ({ hit }) => {
return (
<div key={hit.id} className="relative">
<div className="hit-name">
<Highlight attribute="title" hit={hit} tagName="mark" />
</div>
</div>
)
}
export default Search;
```
This file uses the dependencies you installed to show the search results. It also initializes Algolia using the environment variables you added.
:::note
If you named your environment variables differently based on your framework, make sure to rename them here as well.
:::note
Finally, import this file at the beginning of `src/components/header/index.jsx`:
```jsx
import Search from "./search"
```
And add the `Search` component in the returned JSX before `RegionPopover`:
```jsx
//...
<Search />
<RegionPopover regions={mockData.regions} />
//...
```
If you run your Gatsby storefront while the Medusa server is running, you should find a search bar in the header of the page. Try entering a query to search through the products in your store.
![Search bar in the Gatsby storefront](https://i.imgur.com/INtlcIo.png)
## Whats Next 🚀
- Learn how to [deploy your Medusa server](../deployments/server/index.mdx).
- Learn how to [deploy your Gatsby storefront](../deployments/storefront/deploying-gatsby-on-netlify.md).

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It is required to have a Medusa server installed before starting with this documentation. If not, please follow along with our [quickstart guide](../quickstart/quick-start.md) to get started in minutes.
Furthermore, its highly recommended to ensure your Medusa server is configured to work with Redis. As Medusa uses Redis for the event queue internally, configuring Redis ensures that the search indexes in MeiliSearch are updated whenever products on the Medusa server are updated. You can follow [this documentation to install Redis](../tutorial/0-set-up-your-development-environment.mdx#redis) and then [configure it on your Medusa server](../usage/configurations.md#redis).
Furthermore, its highly recommended to ensure your Medusa server is configured to work with Redis. As Medusa uses Redis for the event queue internally, configuring Redis ensures that the search indices in MeiliSearch are updated whenever products on the Medusa server are updated. You can follow [this documentation to install Redis](../tutorial/0-set-up-your-development-environment.mdx#redis) and then [configure it on your Medusa server](../usage/configurations.md#redis).
:::caution