Upgrade Guide CX5.10.0 to CX5.11.0

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

   Bash

   # Create CX-5.11.0 directory from root
   mkdir CX-5.11.0
   # Navigate to CX-5.11.0
   cd CX-5.11.0
   # Clone the CX-5.11.0 branch of the cim-solution repository
   git clone -b CX-5.11.0 https://efcx:RecRpsuH34yqp56YRFUb@gitlab.expertflow.com/cim/cim-solution.git $HOME/CX-5.11.0
   # Navigate to the current release /kubernetes
   cd <current-release>/kubernetes
   

3. Deploy the AgentDesk Helm chart

   # Deploy the new chart version using the helm-values/cx-agent-desk-custom-values.yaml 
     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 5.11.0
   

4. Deploy the Channels Helm chart

   # Deploy the new chart version using the helm-values/cx-channels-custom-values.yaml 
   
     helm upgrade --install --namespace expertflow --set global.efCxReleaseName="ef-cx" --debug cx-channels --values helm-values/cx-channels-custom-values.yaml expertflow/channels --version 5.11.0
   

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 5.11.0
   

6. Deploy the Transflux Helm Chart

   git clone -b 5.11.0 https://efcx:RecRpsuH34yqp56YRFUb@gitlab.expertflow.com/cim/transflux.git 5.11.0
   
   cd 5.11.0
   
   # Copy the following files to your current directory
     config/campaigns_data_pipeline_config_template.yaml to <transflux-current-dir>/config/
   
     
   # Delete the existing configmaps ‘ef-transflux-config-cm' using the commands:
     kubectl -n expertflow delete configmap ef-transflux-config-cm
   
   # Now re-create the configmaps using the following commands from the transflux directory:
     kubectl -n expertflow create configmap ef-transflux-config-cm --from-file=config
   
   # 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 5.11.0
   

7. Deploy the WFM Helm Chart <Optional>

   SQL

   # Deploy the new chart version using the helm-values/ef-wfm-custom-values.yaml
   
   # 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 5.11.0
   

8. Agent Co-pilot

   #  Deploy the new chart version using the helm-values/cx-agent-co-pilot-custom-values.yaml
   Remove ACTIVEMQ URLs from the helm-values/cx-agent-co-pilot-custom-values.yaml file
   global:   
     ACTIVEMQ_PRIMARY_URL: <IP-ADDRESS>
     ACTIVEMQ_SECONDARY_URL: <IP-ADDRESS>
   
      helm upgrade --install expertflow-ai  --namespace expertflow  --create-namespace --values helm-values/cx-agent-co-pilot-custom-values.yaml  expertflow/expertflow-ai --version 5.11.0
   

9. Metabase Reports

   1. Clone the Repo

      # Clone the repo
        git clone -b 5.11.0 https://efcx:RecRpsuH34yqp56YRFUb@gitlab.expertflow.com/cim/cim-solution.git 5.11.0
      

   2. campaigns Reports

      # Copy 5.11.0/kubernetes/external/metabase-reports/metabase_reporting_update_tool/campaigns/
       To <current-active-directory>/external/metabase-reports/metabase_reporting_update_tool/
      
      python3 metabase_import.py "https://chatsolution.expertflow.com/metabase/api/" "email" "password" "database" "campaigns" "Collection Name"
      

   3. Non_voice_campaigns Reports

      non_voice_campaigns
      # Copy 5.11.0/kubernetes/external/metabase-reports/metabase_reporting_update_tool/non_voice_campaigns/
       To <current-active-directory>/external/metabase-reports/metabase_reporting_update_tool/
      
       python3 metabase_import.py "https://chatsolution.expertflow.com/metabase/api/" "email" "password" "database" "non_voice_campaigns" "Collection Name"