Upgrade Guide CX5.7.0 to CX5.8.0

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

    Bash
    # Create CX-5.8.0 directory from root
    mkdir CX-5.8.0
    # Navigate to CX-5.8.0
    cd CX-5.8.0
    # Clone the CX-5.8.0 branch of the cim-solution repository
    git clone -b CX-5.8.0 https://efcx:RecRpsuH34yqp56YRFUb@gitlab.expertflow.com/cim/cim-solution.git $HOME/CX-5.8.0
    # Navigate to the current release /kubernetes
    cd <current-release>/kubernetes
    
  3. 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 5.8.0
    
  4. Deploy the AgentDesk Helm chart

    # Copy the unified agent translation directory to the current release 
    # Copy from 5.8.0/kubernetes/pre-deployment/app-translations/unified-agent/i18n/ to ./pre-deployment/app-translations/unified-agent
    
    # Run script from <kubernetes> diectory, to update the translations
      chmod +x scripts/upload_agent_desk_translations.sh
      ./scripts/upload_agent_desk_translations.sh
    
    # 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 5.8.0
    
  5. 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 5.8.0
    
  6. Deploy the Campaigns Helm chart

    # Deploy the new chart version using the helm-values/cx-campaigns-custom-values.yaml
    
    helm upgrade --install --namespace expertflow   --set global.efCxReleaseName="ef-cx"  cx-campaigns --debug --values helm-values/cx-campaigns-custom-values.yaml expertflow/campaigns --version 5.8.0
    
  7. Deploy the MTT Helm chart

    # 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 5.8.0
    
  8. Voice-related changes:
    CX Voice and Outbound dialer upgrade guide

  9. Call Recording Pause / Resume <Optional>
    To enable this feature, update the tenant settings to add the new attribute voiceConnectorUrl under mediaServer using this API.
    Tenant update API payload

    JSON
    {
        "tenantSettings": {
            "mediaServer": {
              "voiceConnectorUrl":"https://<VRS MACHINE IP>"
            }
        }
    }