Upgrade Guide CX5.3.0 to CX5.3.1

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 CX-5.3.1 directory from root
      mkdir CX-5.3.1
    # Navigate to CX-5.3.1
      cd CX-5.3.1
    # Clone the CX-5.3.1 branch of the cim-solution repository
      git clone -b CX-5.3.1 https://efcx:RecRpsuH34yqp56YRFUb@gitlab.expertflow.com/cim/cim-solution.git $HOME/CX-5.3.1
    # Navigate to current release /kubernetes
      cd <current-release>/kubernetes
    
  3. Deploy the ETL

Upgrade ETL
  1. Clone CX-Transflux Repository

    git clone -b 5.3.1 https://efcx:RecRpsuH34yqp56YRFUb@gitlab.expertflow.com/cim/transflux.git transflux
    
  2. Copy the following configs

    # Update following config file
      5.3.1/transflux/config/qm_data_pipeline_config_template.yaml to <current-release>/transflux/config/qm_data_pipeline_config_template.yaml
    # Add the following new config files
      5.3.1/transflux/config/configurational_data_pipeline_config_template.yaml to <current-release>/transflux/config
      5.3.1/transflux/config/conversations_data_pipeline_config_template.yaml to <current-release>/transflux/config
      5.3.1/transflux/config/events_data_pipeline_config_template.yaml to <current-release>/transflux/config
    
    
  3. Delete the existing config maps and re-create them from the current release transflux directory

    # Delete existing config maps
    k delete cm ef-transflux-config-cm -n expertflow
    
    # Re-create the config maps
    kubectl -n expertflow create configmap ef-transflux-config-cm --from-file=config
    
  4. Edit the file helm-values/cx-transflux-custom-values.yaml in the transflux directory and update the tag

    image:
      repository: cim/cx-data-platform
      tag: 5.3.0 
    
  5. Upgrade the transflux helm chart

    helm upgrade --install --namespace expertflow   --set global.efCxReleaseName="ef-cx"  cx-transflux --debug --values helm-values/cx-transflux-custom-values.yaml  expertflow/transflux --version 5.3.0
    
  1. Deploy the Reports

    # Copy the updated reports
      CX-5.3.1/kubernetes/external/metabase-reports/metabase_reporting_update_tool/survey to <current-release>/external/metabase-reports/metabase_reporting_update_tool
      CX-5.3.1/kubernetes/external/metabase-reports/metabase_reporting_update_tool/qm_report to <current-release>/external/metabase-reports/metabase_reporting_update_tool
    # Navigate to the reports artifacts directory  
      cd <current-release>/kubernetes/external/metabase-reports/metabase_reporting_update_tool/
    # To import Surveys reports
      python3 metabase_import.py https://<Metabase-FQDN>/metabase/api/ <admin-email> <admin-password> <metabase-db-display-name> survey <collection-name-on-metabase>
    # To import QM reports
      python3 metabase_import.py https://<Metabase-FQDN>/metabase/api/ <admin-email> <admin-password> <metabase-db-display-name> qm_report <collection-name-on-metabase>
      Example:
      python3 metabase_import.py https://rm-03.expertflow.com//metabase/api/ admin@expertflow.com <admin-password> mtt02 qm_report QMreports