WFM Deployment Guide | Expertflow CX

This document describes the procedure to deploy the Workforce Management (WFM) module on Kubernetes.

CX must be installed before WFM deployment. The required compatible CX release is 5.5.0.

Prepare for Deployment

Pre-Requisites:

Data Platform deployed and running.
Reporting Connector must be deployed and running in order to ensure that your database has all the pre-requisite tables being used in the WFM gold queries.

Setup WFM

Update the helm-values/ef-wfm-custom-values.yaml file.

Update the global variable

global:
  ingressRouter: "devops.ef.com"

Ensure the PostgreSQL configs are set if you’re using customised values for the DB.

YAML

    - name: DB_USER
      value: "sa"
    - name: DB_PASSWORD
      value: "Expertflow123"

Deploy WFM using the updated helm-values/ef-wfm-custom-values.yaml file

helm upgrade --install --namespace expertflow --values helm-values/ef-wfm-custom-values.yaml wfm expertflow/WFM --version 5.6.0

Metabase Reports Deployment

cd ~/CX-5.6.0/kubernetes/external/metabase-reports/metabase_reporting_update_tool
python3 metabase_import.py https://<Metabase-FQDN>/metabase/api/ <admin-email> <admin-password> <db-display-name> <directory-path> "<Tenent-collection-name>"

Example : python3 metabase_import.py https://abc.expertflow.com/metabase/api/ email@expertflow.com admin@123 WFM_REPORTS WFM "WFM"