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Upgrade Guide CX5.0.3 to 5.0.4-rc.1 (Predictive Dialer)

Before upgrading, ensure that the system is idle, i.e, all agents are logged out from the AgentDesk.

Custom Configuration Strategy

For detailed guidelines on applying environment-specific configurations using custom values.yaml layering,

Refer to the CX Helm Chart Custom Configuration Strategy guide.

  1. Update Helm repo

    helm repo update expertflow

  2. Clone the CX repository on the target server

    # Create 5.0.4-rc.1 directory from root
  mkdir 5.0.4-rc.1
# Navigate to 5.0.4-rc.1
  cd 5.0.4-rc.1
# Clone the 5.0.4-rc.1 branch of the cim-solution repository
  git clone -b 5.0.4-rc.1 https://efcx:RecRpsuH34yqp56YRFUb@gitlab.expertflow.com/cim/cim-solution.git $HOME/5.0.4-rc.1
# Navigate to root(previous) directory
  cd ../
# Navigate to the current release /kubernetes 
  cd <current-release>/kubernetes

  3. Deploy the APISIX helm chart

    helm show values expertflow/apisix --version 5.0.3  > helm-values/apisix-custom-values.yaml
global:
  ingressRouter: "*.expertflow.com"   # * for MTT & for prem replace FQDN
  ingressClassName: "nginx"
  ingressTlsCertName: "ef-ingress-tls-secret"
helm upgrade --install --namespace ef-external --values helm-values/apisix-custom-values.yaml apisix expertflow/apisix --version 5.0.3

  4. Deploy the AgentDesk helm chart

    # Copy the unified agent translation directory to the current release 
  Copy From CX-5.0.3/kubernetes/pre-deployment/app-translations/unified-agent/i18n/ To pre-deployment/app-translations/unified-agent
  
# Delete and Create the ConfigMap of unified-agent translations
  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/
  
# Deploy the new chart version using the helm-values/cx-agent-desk-custom-values.yaml
  The following configurations are no longer required, you can remove them from helm-values/cx-agent-desk-custom-values.yaml
  efCommonVars_IS_ENABLED_2FA: "false"
  efCommonVars_CHANNEL_2FA: "app"

  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 5.0.3

  5. Deploy the Core helm chart

    # Deploy the new chart version using the helm-values/ef-cx-custom-values.yaml 
  helm upgrade --install --namespace expertflow --create-namespace   ef-cx  --debug --values helm-values/ef-cx-custom-values.yaml expertflow/cx --version 5.0.3

Use the following guide for 2FA configuration.