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.
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Update Helm repo
helm repo update expertflow -
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 -
Deploy the ETL
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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