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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.

  • This upgrade guide assumes that you are already on CX version 5.0.3. If not, please upgrade to 5.0.3 before following this guide.

  • If you have not yet deployed the Campaigns module, please follow the deployment steps outlined in the CX Deployment Guide before proceeding with this upgrade.

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. Update the Campaigns helm chart

    1. In case of single tenant the below command will update all the required components.

      helm upgrade --install --namespace expertflow   --set global.efCxReleaseName="ef-cx"  cx-campaigns --debug --values helm-values/cx-campaigns-custom-values.yaml expertflow/campaigns --version 5.0.4-rc.1

    2. In case of MTT deployment, update the MTT-single helm chart as well.

      # Deploy the new chart version using the helm-values/mtt-single-custom-values.yaml 
helm upgrade --install --namespace <tenant-ns>  --debug  <tenant-id> --values helm-values/mtt-single-custom-values.yaml  expertflow/MTT-single --version 5.0.4-rc.1

A new dashboard has been developed to monitor the metrics exposed by campaigns, please follow the below guide to configure it:

  1. Update 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 5.0.4-rc.1

  2. Configure the Voice Components

Before updating the tags for voice components, please execute the following commands for postgres DB used by OB Dialer on the VM where dialer is deployed.

# 1- Login to database
psql -h 127.0.0.1 -p 5432 -U efswitch -d efcx
# 2- Alter the contacts table
ALTER TABLE contacts ADD COLUMN scheduling_metadata TEXT;
# 3- Update any existing rows
UPDATE contacts SET scheduling_metadata = '{}' WHERE scheduling_metadata IS NULL;

  • Voice-Connector

    tag: 5.0.3_f-CIM-32477

  • Outbound-Dialer

    tag: 5.0.3_f-CIM-32477

# Add the following env variables

- ESL_DOMAIN: <tenant-id>
- SERVICE_IDENTIFIER: <service identifier of voice channel>
- MAX_CONCURRENT_CALLS: 20
- CALLS_PER_SECOND: 30
- MAX_CALL_TIME: 60
- DIALER_URL_FOR_REQUESTS: http://<Dialer IP>:<Dialer Port>