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Upgrade guide CX-4.5.1 to CX-4.5.2

Before upgrading, ensure that the system is idle, i.e; all agents are logged out from the AgentDesk.
Make sure the system is idle for 30 minutes, to sync the reporting data.

  1. Clone the CX repository on the target server

    CODE 
    # Create CX-4.5.2 directory from root
mkdir CX-4.5.2
# Navigate to CX-4.5.2
cd CX-4.5.2
# Clone the CX-4.5.2 branch of cim-solution repository
git clone -b CX-4.5.2 https://efcx:RecRpsuH34yqp56YRFUb@gitlab.expertflow.com/cim/cim-solution.git
# Navigate to root(previous) directory
cd ..

  2. Stop all core components.

    CODE 
    # Navigate to the following folder of the existing release i.e. CX-4.5.1
cd cim-solution/kubernetes
kubectl delete -f cim/Deployments
kubectl delete -f cim/StatefulSet/ef-amq-statefulset.yaml


# Stop reporting connector
kubectl delete -f pre-deployment/reportingConnector/ef-reporting-connector-cron.yaml -n expertflow
# delete configmap for reporting connector 
kubectl -n expertflow delete configmap ef-reporting-connector-conf

# Stop team-announcement cron job
kubectl delete -f pre-deployment/team-announcement/ef-team-announcement-cronjob.yaml -n expertflow

  3. Enable TLS and Auth using the following guide TLS Enablement for Stateful Components

  4. Update the AMQ deployment.

    CODE 
    1) Open cim/StatefulSet/ef-amq-statefulset.yaml file.
2) Update AMQ Tag 
  gitimages.expertflow.com/general/activemq-k8s:5.17.1-alpine-zulu-K8s-4.5.2-4.5.2                                                
3) Add following new environment variables
           - name: REDIS_CLIENT_CERT
             value: "/redis/tls.crt"
           - name: REDIS_CLIENT_KEY
             value: "/redis/tls.key"
           - name: REDIS_CA_CERT
             value : "/redis/ca.crt"
           - name: TRUST_STORE_PASSWORD
             value: "Expertflow123"
           - name: KEY_STORE_PASSWORD
             value: "Expertflow123"
4) Update following exiting environment variables
           - name: REDIS_SSL_ENABLED
             value: "true"
           - name: REDIS_MAX_ACTIVE
             value: "200"
           - name: REDIS_MAX_IDLE
             value: "200"
           - name: REDIS_MIN_IDLE
             value: "100" 
5) Add following Volumes "redis-crt"
spec:
  replicas: 1
  serviceName: ef-amq-svc
  selector:
    matchLabels:
      app: ef-amq
  template:
    metadata:
      labels:
        app: ef-amq
        ef: expertflow         
    spec:
      volumes:
      # Add following lines
      - name: redis-crt
        secret:
          secretName: redis-crt                         
6) Add following VolumeMounts "redis-crt"

         env:
           - name: ACTIVEMQ_OPTS_MEMORY
             value: "-Xms512M -Xmx4G"
           - name: MAX_CONNECTIONS
             value: "5000"
         volumeMounts:
          - name: activemq-data
            mountPath: "/opt/activemq/data"
# Add following lines            
          - name: redis-crt
            mountPath: "/redis"
7) Apply ActiveMQ deployment 
  kubectl apply -f cim/StatefulSet/ef-amq-statefulset.yaml

  5. Update the ConfigMaps

    CODE 
    # Update ef-connection-env-configmap.yaml
  1) kubectl delete -f cim/ConfigMaps/ef-connection-env-configmap.yaml
  2) Open cim/ConfigMaps/ef-connection-env-configmap.yaml
  3) Add following new environment variables
    MONGODB_CLIENT_CERT: /mongo/client-pem
	MONGODB_CA_CERT: /mongo/mongodb-ca-cert
	TRUST_STORE_PASSWORD: "Expertflow123"
	KEY_STORE_PASSWORD: "Expertflow123"
	REDIS_CLIENT_CERT: /redis/tls.crt
	REDIS_CLIENT_KEY: /redis/tls.key
	REDIS_CA_CERT: /redis/ca.crt
  4) Update following existing environment variables
    From MONGODB_ENABLE_SSL: "false" to MONGODB_ENABLE_SSL: "true"
    From REDIS_SSL_ENABLED: "false" to REDIS_SSL_ENABLED: "true"
    From MONGO_HOST: mongodb://mongo-mongodb.ef-external.svc.cluster.local to MONGO_HOST: mongo-mongodb.ef-external.svc.cluster.local
    From MONGODB_PASSWORD: da17deWHI0 to MONGODB_PASSWORD: Expertflow123
# Update  ef-realtime-reporting-configmap.yaml
  1) kubectl delete -f cim/ConfigMaps/ef-realtime-reporting-configmap.yaml
  2) Open cim/ConfigMaps/ef-realtime-reporting-configmap.yaml
  3) Update following existing environment variables
     DATASOURCE_USERNAME: elonmusk
     DATASOURCE_PASSWORD: 68i3nj7t


# Update ef-license-manager-configmap.yaml
  1) kubectl delete -f cim/ConfigMaps/ef-license-manager-configmap.yaml
  2) Open cim/ConfigMaps/ef-license-manager-configmap.yaml
  3) Update following existing environment variables
    From jdbc:postgresql://ef-postgresql.ef-external.svc.cluster.local:5432/licenseManager 
    to jdbc:postgresql://ef-postgresql.ef-external.svc.cluster.local:5432/licenseManager?sslmode=verify-ca&sslrootcert=/postgresql/ca.crt

# Update ef-scheduled-activities-configmap.yaml
  1) kubectl delete -f cim/ConfigMaps/ef-scheduled-activities-configmap.yaml
  2) Open cim/ConfigMaps/ef-scheduled-activities-configmap.yaml
  3) Delete following environment variables
    COUNT_OF_WEBHOOK_NOTIFICATION_RETRY_ATTEMPTS
    WEBHOOK_NOTIFICATION_RETRY_TIMEOUT_IN_SECONDS 
  4) Add following new environment variables
    THIRD_PARTY_COMPONENTS_NEXT_RETRY_TIMEOUT_DURATION_IN_SECONDS : "600"
    THIRD_PARTY_COMPONENTS_RETRY_COUNT_ATTEMPTS_LIMIT : "5"  
    
# Update ef-unified-agent-configmap.yaml
  1) kubectl delete -f cim/ConfigMaps/ef-unified-agent-configmap.yaml
  2) Open cim/ConfigMaps/ef-unified-agent-configmap.yaml
  3) Add following new environment variable 
    SIP_MONITORING_DN: "*44"
  4) Copy Agent desk translation files 
  5) From CX-4.5.2/cim-solution/kubernetes/pre-deployment/app-translations/unified-agent/i18n 
     To pre-deployment/app-translations/unified-agent
  6) Delete and Create the ConfigMap
    kubectl delete cm ef-app-translations-cm -n expertflow
    kubectl -n expertflow create configmap ef-app-translations-cm --from-file=pre-deployment/app-translations/unified-agent/i18n/  
  7) Copy Canned messages 
    From CX-4.5.2/cim-solution/kubernetes/pre-deployment/app-translations/unified-agent/canned-messages/canned-messages.json  
    To pre-deployment/app-translations/unified-agent/canned-messages
  8) Delete and Create the ConfigMap
    kubectl delete cm ef-canned-messages-cm -n expertflow
    kubectl -n expertflow create configmap ef-canned-messages-cm --from-file=pre-deployment/app-translations/unified-agent/canned-messages

  6. Update following core deployments.

    CODE 
    
#sample for adding volume
spec:
  replicas: 1
  selector:
    matchLabels:
      ef.service: ef-ccm
  strategy: {}
  template:
    metadata:
      labels:
        ef.service: ef-ccm
        ef: expertflow
    spec:
    #add the volume here
      volumes:
        - name: mongo-mongodb-ca
          secret:
            secretName: mongo-mongodb-ca
        - name: redis-crt
          secret:
            secretName: redis-crt

#sample for adding volume mount
          image: gitimages.expertflow.com/cim/customer-channel-manager:4.5.1_f-CIM-14005
          name: ef-ccm
          volumeMounts:
            - name: mongo-mongodb-ca
              mountPath: /mongo
            - name: redis-crt
              mountPath: /redis





# Add following new environment variables, Volumes and VolumeMounts in below mentioned core components deployment file
            - name: MONGODB_CLIENT_CERT
              valueFrom:
                configMapKeyRef:
                  key: MONGODB_CLIENT_CERT
                  name: ef-connection-env-cm
            - name: MONGODB_CA_CERT
              valueFrom:
                configMapKeyRef:
                  key: MONGODB_CA_CERT
                  name: ef-connection-env-cm
            - name: TRUST_STORE_PASSWORD
              valueFrom:
                configMapKeyRef:
                  key: TRUST_STORE_PASSWORD
                  name: ef-connection-env-cm
            - name: KEY_STORE_PASSWORD
              valueFrom:
                configMapKeyRef:
                  key: KEY_STORE_PASSWORD
                  name: ef-connection-env-cm
            - name: REDIS_CA_CERT
              valueFrom:
                configMapKeyRef:
                  key: REDIS_CA_CERT
                  name: ef-connection-env-cm
            - name: REDIS_CLIENT_CERT
              valueFrom:
                configMapKeyRef:
                  key: REDIS_CLIENT_CERT
                  name: ef-connection-env-cm
            - name: REDIS_CLIENT_KEY
              valueFrom:
                configMapKeyRef:
                  key: REDIS_CLIENT_KEY
                  name: ef-connection-env-cm                    
   volumes:
        - name: mongo-mongodb-ca
          secret:
            secretName: mongo-mongodb-ca
        - name: redis-crt
          secret:
            secretName: redis-crt
   volumeMounts:
            - name: mongo-mongodb-ca
              mountPath: /mongo
            - name: redis-crt
              mountPath: /redis
# core components list to add above variables, volumes and volumeMounts
  Customer Channel Manager
  Conversation Manager (update only volumes and volumeMounts)
  Conversation-controller (only add redis volumeMount)
  Routing Engine
  Bot Framework
  State Events Logger
  Campaign Scheduler
  Realtime Reports Manager
  Historical Reports Manager
  Agent manager
  Cim backend
  Team announcement
  Unified admin   
  
# Update ef-licence-manager-deployment.yaml
  1) Open cim/Deployments/ef-licence-manager-deployment.yaml
  2) Update tag: gitimages.expertflow.com/license-mangement/license-manager:4.5.2
  3) Update Volumes
      volumes:
        - name: ef-postgresql-crt
          secret:
            secretName: ef-postgresql-crt
  4) Update VolumeMounts 
      volumeMounts:
        - name: ef-postgresql-crt
          mountPath: /postgresql            
                        
# Update channel-manager tag
  1) Open cim/Deployments/ef-ccm-deployment.yaml file.
  2) Update tag gitimages.expertflow.com/cim/customer-channel-manager:4.5.2    
# Update Conversation Manager Deployment
  1) Open cim/Deployments/ef-conversation-manager-deployment.yaml 
  2) Update following tags in conversation-manager deployment
    gitimages.expertflow.com/cim/conversation-controller:4.5.2
    gitimages.expertflow.com/cim/conversation-manager:4.5.2
    
# Update routing-engine tag
  1) Open cim/Deployments/ef-routing-engine-deployment.yaml file.
  2) Update tag gitimages.expertflow.com/cim/media-routing-engine:4.5.2   
  
# Update Bot-framework tag
  1) Open cim/Deployments/ef-bot-framework-deployment.yaml file.
  2) Update tag gitimages.expertflow.com/cim/bot-framework:4.5.2
  
# Update StateEvents-Logger tag
  1) Open cim/Deployments/ef-state-events-logger-deployment.yaml file.
  2) Update tag gitimages.expertflow.com/cim/state-events-logger:4.5.2
  
# Update Realtime Reports tag
  1) Open cim/Deployments/ef-realtime-reports-deployment.yaml file.
  2) Update tag gitimages.expertflow.com/cim/realtime-reports-manager:4.5.2
  
# Update Campaign Scheduler tag
  1) Open cim/Deployments/ef-scheduled-activities-deployment.yaml file.
  2) Update tag gitimages.expertflow.com/campaign-manager/campaign-scheduler:4.5.2
  3) Delete following environment variables
     - name: COUNT_OF_WEBHOOK_NOTIFICATION_RETRY_ATTEMPTS
       valueFrom:
         configMapKeyRef:
           key: COUNT_OF_WEBHOOK_NOTIFICATION_RETRY_ATTEMPTS
           name: ef-scheduled-activities-cm
     - name: WEBHOOK_NOTIFICATION_RETRY_TIMEOUT_IN_SECONDS
       valueFrom:
         configMapKeyRef:
           key: WEBHOOK_NOTIFICATION_RETRY_TIMEOUT_IN_SECONDS
           name: ef-scheduled-activities-cm
  4) Add following new variables
     - name: THIRD_PARTY_COMPONENTS_RETRY_COUNT_ATTEMPTS_LIMIT
       valueFrom:
         configMapKeyRef:
           key: THIRD_PARTY_COMPONENTS_RETRY_COUNT_ATTEMPTS_LIMIT
           name: ef-scheduled-activities-cm
     - name: THIRD_PARTY_COMPONENTS_NEXT_RETRY_TIMEOUT_DURATION_IN_SECONDS
       valueFrom:
         configMapKeyRef:
            key: THIRD_PARTY_COMPONENTS_NEXT_RETRY_TIMEOUT_DURATION_IN_SECONDS
            name: ef-scheduled-activities-cm          

  
# Update Historical Reports Manager tag
  1) Open cim/Deployments/ef-historical-reports-deployment.yaml file.
  2) Update tag gitimages.expertflow.com/cim/historical-reports-manager:4.5.2
  
# Update Cim Customer tag
  1) Open cim/Deployments/ef-cim-customer-deployment.yaml file.
  2) Update tag gitimages.expertflow.com/cim/cim-backend:4.5.2   
  
# Update Customer Widget tag
  1) Open cim/Deployments/ef-customer-widget-deployment.yaml file.
  2) Update tag gitimages.expertflow.com/efpublic/customer-widget:4.5.2  
    
# Update Unified Admin tag
  1) Open cim/Deployments/ef-unified-admin-deployment.yaml file.
  2) Update tag gitimages.expertflow.com/cim/unified-admin:4.5.2
  
# Update Unified Agent tag
  1) Open cim/Deployments/ef-unified-agent-deployment.yaml file.
  2) Update tag gitimages.expertflow.com/cim/unified-agent:4.5.2
  3) Add the following env in ef-unified-agent-deployment.yaml
            - name: SIP_MONITORING_DN
              valueFrom:
                configMapKeyRef:
                  key: SIP_MONITORING_DN
                  name: ef-unified-agent-cm  
  
# Update Team Announcement tag
  1) Open cim/Deployments/ef-team-announcement-deployment.yaml file.
  2) Update tag gitimages.expertflow.com/cim/team-announcement:4.5.2 
      
# Update agent-manager tag
  1) Open cim/Deployments/ef-agent-manager-deployment.yaml file.
  2) Update tag gitimages.expertflow.com/cim/agent-manager:4.5.2
  
# Update 360Connector tag
  1) Open cim/Deployments/ef-360-connector-deployment.yaml file.
  2) Update tag gitimages.expertflow.com/cim/360-connector:4.5.2 
  
# Update Facebook-Connector tag
  1) Open cim/Deployments/ef-facebook-connector-deployment.yaml file.
  2) Update tag gitimages.expertflow.com/cim/facebook-connector:4.5.2 
  
# Update Instagram-Connector tag
  1) Open cim/Deployments/ef-instagram-connector-deployment.yaml file.
  2) Update tag gitimages.expertflow.com/cim/instagram-connector:4.5.2   
  
# Update SMPP-Connector tag
  1) Open cim/Deployments/ef-smpp-connector-deployment.yaml file.
  2) Update tag gitimages.expertflow.com/cti/hc_smpp_connector:4.5.2   
   
# Update Telegram-Connector tag
  1) Open cim/Deployments/ef-telegram-connector-deployment.yaml file.
  2) Update tag gitimages.expertflow.com/cim/telegram-connector:4.5.2
  
# Update Twilio-Connector tag
  1) Open cim/Deployments/ef-twilio-connector-deployment.yaml file.
  2) Update tag gitimages.expertflow.com/cim/twilio-connector:4.5.2 
  
# Update Twitter-Connector tag
  1) Open cim/Deployments/ef-twitter-connector-deployment.yaml file.
  2) Update tag gitimages.expertflow.com/cim/twitter-connector:4.5.2
    
# Update Viber-Connector tag
  1) Open cim/Deployments/ef-viber-connector-deployment.yaml file.
  2) Update tag gitimages.expertflow.com/cim/viber-connector:4.5.2  
  
# Update Web Channel Manager tag
  1) Open cim/Deployments/ef-web-channel-manager-deployment.yaml file.
  2) Update tag gitimages.expertflow.com/cim/web-channel-manager:4.5.2 
  
# Update File-Engine tag
  1) Open cim/Deployments/ef-file-engine-deployment.yaml file.
  2) Update tag gitimages.expertflow.com/chat-solution/file-engine:4.5.2

  7. Update Controller training

    CODE 
    # Update the controller training
  1) Delete controller configmaps
      kubectl -n expertflow delete configmap ef-conversation-controller-actions-cm 
      kubectl -n expertflow delete configmap ef-conversation-controller-actions-utils-cm 
  2) Copy actions and utils folder  
      Copy CX-4.5.2/cim-solution/kubernetes/pre-deployment/conversation-Controller/actions into current release
      cim-solution/kubernetes/pre-deployment/conversation-Controller
      Copy CX-4.5.2/cim-solution/kubernetes/pre-deployment/conversation-Controller/utils into current release
      cim-solution/kubernetes/pre-deployment/conversation-Controller
  3) Create configMaps
      kubectl -n expertflow create configmap ef-conversation-controller-actions-cm --from-file=pre-deployment/conversation-Controller/actions
      kubectl -n expertflow create configmap ef-conversation-controller-actions-utils-cm --from-file=pre-deployment/conversation-Controller/utils

  8. Add new component Conversation Monitor

    CODE 
    Copy the ConfigMap, Deployment, Service and Ingress for new component from CX-4.5.2 to your current release
# Add ConfigMap
  Copy from CX-4.5.2/cim-solution/kubernetes/cim/ConfigMaps/ef-conversation-monitor-configmap.yaml
  to cim-solution/kubernetes/cim/ConfigMaps
# Add Service
  Copy from CX-4.5.2/cim-solution/kubernetes/cim/Services/ef-conversation-monitor-service.yaml
  to cim-solution/kubernetes/cim/Services
# Add Deployment
  Copy from CX-4.5.2/cim-solution/kubernetes/cim/Deployments/ef-conversation-monitor-deployment.yaml
  to cim-solution/kubernetes/cim/Deployments
  1) Open cim/Deployments/ef-conversation-monitor-deployment.yaml file.
  2) Update tag gitimages.expertflow.com/cim/conversation-monitor:4.5.2
# Add Ingress, copy nginx or traefik as per your deployment
  For RKE2 Copy from CX-4.5.2/cim-solution/kubernetes/cim/Ingresses/nginx/ef-conversation-monitor-Ingress.yaml
  to cim-solution/kubernetes/cim/Ingresses/nginx
  For K3s Copy from CX-4.5.2/cim-solution/kubernetes/cim/Ingresses/traefik/ef-conversation-monitor-Ingress.yaml
  to cim-solution/kubernetes/cim/Ingresses/traefik

  9. Update Reporting connector

    CODE 
    # Update reporting-connector.conf
  1) Open pre-deployment/reportingConnector/reporting-connector.conf
  2) Add following new environment variables 
    mongodb_username=root
    mongodb_password=Expertflow123  
    mongodb_truststore_path=./mongo_truststore.p12
    mongodb_truststore_password=Expertflow123
    mongodb_keystore_path=./mongo_keystore.p12
    mongodb_keystore_password=Expertflow123
    admin_panel_db_name=adminPanel    
  3) Update following existing environment variables
    mysql_dbms_additional_params=noDatetimeStringSync=true&useSSL=true&requireSSL=true&trustServerCertificate=true&clientCertificateKeyStoreUrl=file:///root/config/certs/mykeystore.jks&clientCertificateKeyStorePassword=changeit
    upper_limit=100
    
  4) Create reporting connector configMap
    kubectl -n expertflow create configmap ef-reporting-connector-conf --from-file=pre-deployment/reportingConnector/reporting-connector.conf   
# Update ef-reporting-connector-cron.yaml
  1) Open pre-deployment/reportingConnector/ef-reporting-connector-cron.yaml   
  2) Update Tag: gitimages.expertflow.com/cim/reporting-connector:4.5.2
  3) Add following environment variables
                - name: MONGODB_ENABLE_SSL
                  valueFrom:
                    configMapKeyRef:
                      key: MONGODB_ENABLE_SSL
                      name: ef-connection-env-cm
                - name: MONGODB_CLIENT_CERT
                  valueFrom:
                    configMapKeyRef:
                      key: MONGODB_CLIENT_CERT
                      name: ef-connection-env-cm
                - name: MONGODB_CA_CERT
                  valueFrom:
                    configMapKeyRef:
                      key: MONGODB_CA_CERT
                      name: ef-connection-env-cm
                - name: TRUST_STORE_PASSWORD
                  valueFrom:
                    configMapKeyRef:
                      key: TRUST_STORE_PASSWORD
                      name: ef-connection-env-cm
                - name: KEY_STORE_PASSWORD
                  valueFrom:
                    configMapKeyRef:
                      key: KEY_STORE_PASSWORD
                      name: ef-connection-env-cm
  4) Add following Volumes
              volumes:
             - name: mongo-mongodb-ca
               secret:
                 secretName: mongo-mongodb-ca
  5) Add following VolumeMounts
                  volumeMounts:
                - name: mongo-mongodb-ca
                  mountPath: /mongo

  10. Run the MySQL/MSSQL update script on top of the current historical database

    CODE 
    # Run the script as per your configured DB
# MySQL Script
CX-4.5.2/cim-solution/kubernetes/pre-deployment/reportingConnector/dbScripts/dbupdate/historical_reports_db_update_script_MYSQL.sql.sql
Or
# MSSQL
CX-4.5.2/cim-solution/kubernetes/pre-deployment/reportingConnector/dbScripts/dbupdate/historical_reports_db_update_script_MSSQL.sql.sql

  11. Start all core components.

    CODE 
    # Apply all ConfigMaps
kubectl apply -f cim/ConfigMaps
# Apply all deployments
kubectl apply -f cim/Deployments

# Apply service for conversation-monitor
kubectl apply -f cim/Services/ef-conversation-monitor-service.yaml
# Apply Ingress for conversation-monitor
  For RKE2
  kubectl apply -f cim/Ingresses/nginx/ef-conversation-monitor-Ingress.yaml
  For K3s
  kubectl apply -f cim/Ingresses/traefik/ef-conversation-monitor-Ingress.yaml

# Apply reporting-connector cron job
kubectl apply -f pre-deployment/reportingConnector/ef-reporting-connector-cron.yaml -n expertflow

# Apply team-announcement cron job
kubectl apply -f pre-deployment/team-announcement/ef-team-announcement-cronjob.yaml -n expertflow

  12. Upgrade KeyCloak permissions

  13. Upgrade Grafana

  14. Upgrade guide for reports

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