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Upgrade Guide CX4.8 to CX4.9

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 

    # Create CX-4.9 directory from root
mkdir CX-4.9
# Navigate to CX-4.9
cd CX-4.9
# Clone the CX-4.9 branch of cim-solution repository
git clone -b CX-4.9 https://efcx:RecRpsuH34yqp56YRFUb@gitlab.expertflow.com/cim/cim-solution.git $HOME/CX-4.9
# Navigate to root(previous) directory
cd ..

  2. Update helm repo 

    helm repo update expertflow

  3. Change the directory to the current deployment of CX 

    change directory to following path in current deployment
cd CX-4.8/kubernetes

  4. Data migration for routing engine

    1. place this in transflux/configdata_migration_config.yaml

      #change the directory to transflux
cd transflux 

#Delete configuration ConfigMaps for CX-Transflux pipelines.
kubectl -n expertflow delete configmap ef-transflux-config-cm 

#Create configuration ConfigMaps for CX-Transflux pipelines.
kubectl -n expertflow create configmap ef-transflux-config-cm --from-file=config

#Change transflux tag 
vi helm-values/cx-transflux-custom-values.yaml
tag: 4.9
#Re-deploy CX-Transflux
helm upgrade --install --namespace expertflow   --set global.efCxReleaseName="ef-cx"  cx-transflux --debug --values helm-values/cx-transflux-custom-values.yaml expertflow/transflux --version 4.9.0

    2. Access the data platform from the dedicated FQDN, un-pause the pipeline "Routing_Engine_Migration" (slide bar on the left side) and trigger it (play button on the right side).

  5. Update the Unified-Agent Translation ConfigMaps

    #copy the unified agent translation directory to CX-4.8 release 
1) Copy From CX-4.9/kubernetes/pre-deployment/app-translations/unified-agent/i18n To pre-deployment/app-translations/unified-agent
2) 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/

  6. Update Conversation Controller ConfigMaps

    #copy actions directory to current release 
1) Copy From CX-4.9/kubernetes/pre-deployment/conversation-Controller/actions To /pre-deployment/conversation-Controller
2) Delete and Create the ConfigMap
   kubectl -n expertflow delete configmap ef-conversation-controller-actions-cm
   kubectl -n expertflow create configmap ef-conversation-controller-actions-cm --from-file=pre-deployment/conversation-Controller/actions

  7. Update the ActiveMQ helm chart

    #Update Core Component helm chart
Edit/update the values file helm-values/ef-activemq-custom-values.yaml with

tag : 6.0.0-alpine-zulu-K8s-4.9

helm upgrade --install=true  --namespace=ef-external --values=helm-values/ef-activemq-custom-values.yaml activemq expertflow/activemq --version 4.9.0

  8. Update the grafana deployment 

    helm -n expertflow uninstall cx-agent-desk

#delete dashboard file for MYSQL
kubectl -n expertflow delete configmap ef-grafana-supervisor-dashboard-mysql
kubectl -n expertflow delete configmap ef-grafana-agent-dashboard-mysql

#delete dashboard file for MSSQL
kubectl -n expertflow delete configmap ef-grafana-supervisor-dashboard-mssql
kubectl  -n expertflow  delete configmap ef-grafana-agent-dashboard-mssql

#copy MSSQL file to current release
Copy from CX-4.9/kubernetes/post-deployment/config/grafana/supervisor-dashboards/Agent_Dashboard_CIM-mssql.json To post-deployment/config/grafana/supervisor-dashboards
Copy from CX-4.9/kubernetes/post-deployment/config/grafana/supervisor-dashboards/Supervisor_Dashboard_CIM-mssql.json To post-deployment/config/grafana/supervisor-dashboards

#copy MYSQL file to current release
Copy from CX-4.9/kubernetes/post-deployment/config/grafana/supervisor-dashboards/Agent_Dashboard_CIM-mysql.json To post-deployment/config/grafana/supervisor-dashboards
Copy from CX-4.9/kubernetes/post-deployment/config/grafana/supervisor-dashboards/Supervisor_Dashboard_CIM-mysql.json To post-deployment/config/grafana/supervisor-dashboards

#create dashboard file for MYSQL
kubectl -n expertflow   create configmap ef-grafana-supervisor-dashboard-mysql --from-file=post-deployment/config/grafana/supervisor-dashboards/Supervisor_Dashboard_CIM-mysql.json
kubectl -n expertflow create configmap ef-grafana-agent-dashboard-mysql --from-file=post-deployment/config/grafana/supervisor-dashboards/Agent_Dashboard_CIM-mysql.json

#create dashboard file for MSSQL
kubectl -n expertflow create configmap ef-grafana-supervisor-dashboard-mssql  --from-file=post-deployment/config/grafana/supervisor-dashboards/Supervisor_Dashboard_CIM-mssql.json
kubectl  -n expertflow  create configmap ef-grafana-agent-dashboard-mssql --from-file=post-deployment/config/grafana/supervisor-dashboards/Agent_Dashboard_CIM-mssql.json

  9. Update the CX-4.8 core helm chart

    #Update Core Component helm chart
Edit/update the values file helm-values/ef-cx-custom-values.yaml with

Add the following variable in Routing engine under extraEnvVar
      - name: IS_MRD_AUTO_SYNC_ENABLED
        value: "false"
        
Add the following variable in Customer Widget under extraEnvVar        
      - name: MUTE_NOTIFICATIONS
        value: "false"        
        
Add the following variable in file engine under extraEnvVar
      - name: CLAMSCAN_HOST
        value: clamav.ef-external.svc
      - name: CLAMSCAN_PORT
        value: "3310"
      - name: CLAMSCAN_RELOAD_DB
        value: "false"
      - name: IS_SCAN_ENABLED
        value: "true"


Agent-Manager Tag:4.9
Unified-Admin Tag:4.9
Cim Backend Tag:4.9
Routing-Engine Tag: 4.9
Customer-Channel-Manager Tag:4.9
Bot-Framework Tag : 4.9
State Event Logger Tag : 4.9 
Historical-Reporting Tag:4.9
Realtime-Reporting Tag : 4.9
Conversation-Manager Tag : 4.9
Conversation-Monitor Tag : 4.9
File-Engine Tag : 4.9
customer-widget Tag:4.9

helm upgrade --install --namespace expertflow --create-namespace   ef-cx  --debug --values helm-values/ef-cx-custom-values.yaml expertflow/cx --version 4.9.0

  10. Update digital Channel Icons

    kubectl apply -f scripts/minio-helper.yaml

kubectl -n ef-external --timeout=90s wait --for=condition=ready pod minio-helper

copy CX-4.9/kubernetes/post-deployment/data/minio/bucket/default to current release post-deployment/data/minio/bucket/default

kubectl -n ef-external cp post-deployment/data/minio/bucket/default minio-helper:/tmp/
kubectl -n ef-external cp scripts/icon-helper.sh minio-helper:/tmp/
kubectl -n ef-external exec -it minio-helper -- /bin/sh /tmp/icon-helper.sh
kubectl delete -f scripts/minio-helper.yaml

  11. Create a linkedinmetadata Database in Postgres 

    # Exec into postgresql and run the create database command given below

kubectl exec -it ef-postgresql-0 -n ef-external -- psql -U <username> -d postgres -c "CREATE DATABASE linkedinmetadata;"
// Enter postgres password

  12. Update the Channel helm chart

    #Update Channel helm chart
Edit/update the values file helm-values/cx-channels-custom-values.yaml with

#add the new component email-connector

email-connector:
  enabled: true
  replicaCount: 1
  image:
    repository: cim/email-connector
    tag: 4.9
  efConnectionVars: true
  efEnvironmentVars: false
  containerPorts:
    - name: "http-em-co-8080"
      containerPort: 8080
  extraEnvVars:
    - name: TZ
      value: '{{ .Values.global.efCommonVars_TZ }}'
    - name: CCM_URL
      value: "http://{{ .Values.global.efCxReleaseName }}-ccm-svc.{{ .Release.Namespace }}.svc:8081"
    - name: FILE_ENGINE_URL
      value: "http://{{ .Values.global.efCxReleaseName }}-file-engine-svc.{{ .Release.Namespace }}.svc:8080"
    - name: SCHEDULER_FIXED_RATE_IN_MS
      value: "60000"
  service:
    enabled: true
    port: 8080
    portName: "http-em-co-8080"
    targetPort: "http-em-co-8080"
  ingress:
    enabled: true
    annotations:
      nginx.ingress.kubernetes.io/rewrite-target: /$2
      nginx.ingress.kubernetes.io/use-regex: "true"
      nginx.ingress.kubernetes.io/force-ssl-redirect: "true"
      cert-manager.io/cluster-issuer: "ef-letsencrypt-prod"

    path: /email-connector(/|$)(.*)
    pathType: ImplementationSpecific


#add the new component whatsapp-connector

whatsapp-connector:
  enabled: true
  replicaCount: 1
  image:
    repository: cim/whatsapp-connector
    tag: 4.9
  efConnectionVars: false
  efEnvironmentVars: false
  containerPorts:
    - name: "http-wa-co-8080"
      containerPort: 8080
  extraEnvVars:
    - name: TZ
      value: '{{ .Values.global.efCommonVars_TZ }}'
    - name: LOGGING_CONFIG
      value: '{{ .Values.global.efCommonVars_LOGGING_CONFIG  }}'
    - name: CCM_URL
      value: "http://{{ .Values.global.efCxReleaseName }}-ccm-svc.{{ .Release.Namespace }}.svc:8081"
    - name: FILE_ENGINE_URL
      value: "http://{{ .Values.global.efCxReleaseName }}-file-engine-svc.{{ .Release.Namespace }}.svc:8080"
    - name: MASKING_LAYOUT_CLASS
      value: "com.ef.connector.whatsappconnector.utils.MaskingPatternLayout"
  service:
    enabled: true
    port: 8080
    portName: "http-wa-co-8080"
    targetPort: "http-wa-co-8080"
  ingress:
    enabled: true
    annotations:
      nginx.ingress.kubernetes.io/rewrite-target: /$2
      nginx.ingress.kubernetes.io/use-regex: "true"
      nginx.ingress.kubernetes.io/force-ssl-redirect: "true"
      #cert-manager.io/cluster-issuer: "ef-letsencrypt-prod"
    path:  /whatsapp-connector(/|$)(.*)
    pathType: ImplementationSpecific
  extraVolumes:
    - name: ef-logback
      configMap:
        name: ef-logback-cm
  extraVolumeMounts:
    - name: ef-logback
      mountPath: /logback


#add the new component ms-email-connector

ms-email-connector:
  enabled: true
  replicaCount: 1
  image:
    repository: cim/ms-exchange-email-connector
    tag: 4.9
  efConnectionVars: true
  efEnvironmentVars: false
  containerPorts:
    - name: "http-ex-co-8080"
      containerPort: 8080
  extraEnvVars:
    - name: TZ
      value: '{{ .Values.global.efCommonVars_TZ }}'
    - name: LOGGING_CONFIG
      value: '{{ .Values.global.efCommonVars_LOGGING_CONFIG  }}'
    - name: CCM_URL
      value: "http://{{ .Values.global.efCxReleaseName }}-ccm-svc.{{ .Release.Namespace }}.svc:8081"
    - name: FILE_ENGINE_URL
      value: "http://{{ .Values.global.efCxReleaseName }}-file-engine-svc.{{ .Release.Namespace }}.svc:8080"
    - name: MASKING_LAYOUT_CLASS
      value: "com.ef.connector.msexchangeemailconnector.utils.MaskingPatternLayout"
    - name: SCHEDULER_FIXED_RATE_IN_MS
      value: "60000"
  service:
    enabled: true
    port: 8080
    portName: "http-ex-co-8080"
    targetPort: "http-ex-co-8080"
  ingress:
    enabled: true
    annotations:
      nginx.ingress.kubernetes.io/rewrite-target: /$2
      nginx.ingress.kubernetes.io/use-regex: "true"
      nginx.ingress.kubernetes.io/force-ssl-redirect: "true"
      #cert-manager.io/cluster-issuer: "ef-letsencrypt-prod"
    path:  /ms-email-connector(/|$)(.*)
    pathType: ImplementationSpecific
  extraVolumes:
    - name: ef-logback
      configMap:
        name: ef-logback-cm
  extraVolumeMounts:
    - name: ef-logback
      mountPath: /logback

#add the new component youtube-connector

youtube-connector:
  enabled: true
  replicaCount: 1
  image:
    repository: cim/youtube-connector
    tag: 4.9
  efConnectionVars: true
  efEnvironmentVars: false
  containerPorts:
    - name: http-yt-co-8080
      containerPort: 8080
  extraEnvVars:
    - name: TZ
      value: "{{ .Values.global.efCommonVars_TZ }}"
    - name: CCM_URL
      value: http://{{ .Values.global.efCxReleaseName }}-ccm-svc.{{ .Release.Namespace }}.svc:8081
    - name: FILE_ENGINE_URL
      value: http://{{ .Values.global.efCxReleaseName }}-file-engine-svc.{{ .Release.Namespace }}.svc:8080
    - name: SCHEDULER_FIXED_RATE_IN_MS
      value: "90000"
    - name: DAYS_TO_KEEP_TOP_LEVEL_COMMENTS
      value: "7"
  service:
    enabled: true
    port: 8080
    portName: http-yt-co-8080
    targetPort: http-yt-co-8080
  ingress:
    enabled: true
    annotations:
      nginx.ingress.kubernetes.io/rewrite-target: /$2
      nginx.ingress.kubernetes.io/use-regex: "true"
      nginx.ingress.kubernetes.io/force-ssl-redirect: "true"
    path: /youtube-connector(/|$)(.*)
    pathType: ImplementationSpecific


#add the new component linkedin-connector

linkedin-connector:
   enabled: true
   replicaCount: 1
   image:
      repository: project_dev/linkedinconnector
      tag: 4.9
   efConnectionVars: false
   efEnvironmentVars: false
   containerPorts:
      - name: "http-li-9001"
        containerPort: 9001
   extraEnvVars:
      - name: http.connect.timeout.sec
        value: "500000"
      - name: http.read.timeout.sec
        value: "1000000"
      - name: http.request.timeout.sec
        value: "10000000"
      - name: enable.ssl.env
        value: "false"
      - name: linkedin.scheduler.fixed-rate
        value: "600000"
      - name: LINKEDIN_CIM_SERVICE_ID
        value: "2001"
      - name: TZ
        value: '{{ .Values.global.efCommonVars_TZ }}'
      - name: LOGGING_CONFIG
        value: '{{ .Values.global.efCommonVars_LOGGING_CONFIG  }}'
      - name: LINKEDIN_CIM_SERVICE_URL
        value: "http://{{ .Values.global.efCxReleaseName }}-ccm-svc.{{ .Release.Namespace }}.svc:8081"
      - name: MASKING_LAYOUT_CLASS
        value: "com.linkedin.connector.logging.MaskingPatternLayout"
      - name: DATABASE_URL
        value: jdbc:postgresql://ef-postgresql.ef-external.svc:5432/linkedinmetadata?sslmode=verify-ca&sslrootcert=/postgresql/ca.crt
      - name: DATABASE_USERNAME
        value: "sa"
      - name: DATABASE_PASSWORD
        value: "Expertflow123"
   service:
      enabled: true
      port: 9001
      portName: "http-li-9001"
      targetPort: "http-li-9001"
   ingress:
      enabled: true
      annotations:
         nginx.ingress.kubernetes.io/rewrite-target: /$2
         nginx.ingress.kubernetes.io/use-regex: "true"
         nginx.ingress.kubernetes.io/force-ssl-redirect: "true"
         #cert-manager.io/cluster-issuer: "ef-letsencrypt-prod"
      path:  /linkedin-connector(/|$)(.*)
      pathType: ImplementationSpecific
   extraVolumes:
      - name: ef-logback
        configMap:
          name: ef-logback-cm
      - name: ef-postgresql-crt-vol
        secret:
          secretName: ef-postgresql-crt
   extraVolumeMounts:
      - name: ef-logback
        mountPath: /logback
      - name: ef-postgresql-crt-vol
        mountPath: /postgresql


360-Connector Tag : 4.9
Facebook-connector Tag : 4.9
Instagram-connector  Tag : 4.9
SMPP-Connector  Tag : 4.9
Telegram-Connector Tag : 4.9
Twilio-Connector Tag : 4.9
Twitter-Connector Tag : 4.9
Viber-Connector Tag : 4.9
Email Tag : 4.9
Exchange-Email Tag : 4.9
Youtube Tag : 4.9
Whatsapp Tag  : 4.9
LinkedIn Tag  :  4.9

helm upgrade --install --namespace expertflow  --set global.efCxReleaseName="ef-cx"   --debug   cx-channels --values  helm-values/cx-channels-custom-values.yaml  expertflow/channels --version 4.9.0

  13. Update the Agent-Desk helm chart

    #Update Agent Desk helm chart
Edit/update the values file helm-values/cx-agent-desk-custom-values.yaml with

Unified-Agent Tag : 4.9
helm upgrade --install --namespace expertflow   --set global.efCxReleaseName="ef-cx"  cx-agent-desk  --debug --values helm-values/cx-agent-desk-custom-values.yaml expertflow/agent-desk --version 4.9.0

  14. Update the Campaigns helm chart

    #Update Campaigns helm chart
Edit/update the values file helm-values/cx-campaigns-custom-values.yaml with

campaign-scheduler : 4.9

helm upgrade --install --namespace expertflow   --set global.efCxReleaseName="ef-cx"  cx-campaigns --debug --values helm-values/cx-campaigns-custom-values.yaml expertflow/campaigns --version 4.9.0

  15. Update Rasa-X

    update the image tag external/rasa-x/values-small.yaml
tag: 4.9
helm  upgrade --install=true --wait=true --timeout=10m0s --debug   rasa-x    --namespace rasa-x     --values external/rasa-x/values-small.yaml  external/rasa-x

  16. Update Reporting Connector

    helm  uninstall --namespace expertflow cx-reporting 

If using MYSQL
get the upgrade script from following path and execute on DB
CX-4.9/kubernetes/pre-deployment/reportingConnector/dbScripts/dbupdate/historical_reports_db_update_script_MYSQL.sql.sql

If using MSSQL
get the upgrade script from following path and execute on DB
CX-4.9/kubernetes/pre-deployment/reportingConnector/dbScripts/dbupdate/historical_reports_db_update_script_MSSQL.sql.sql

helm upgrade --install --namespace expertflow --set global.efCxReleaseName="ef-cx"   cx-reporting --debug --values helm-values/cx-reporting-scheduler-custom-values.yaml  expertflow/reporting --version 4.9.0

  17. Clamav Deployment

    helm show values expertflow/clamav --version 4.9.0 > helm-values/cx-clamav-values.yaml 

#Edit/update the values file helm-values/cx-clamav-values.yaml with
global:
  ingressRouter: <DEFAULT-FQDN>

helm upgrade --install --namespace ef-external --set global.efCxReleaseName="ef-cx"    cx-clamav --debug --values helm-values/cx-clamav-values.yaml   helm/clamav --version 4.9.0

  18. Update the superset reports

Configurations