Migrate to 8.5.000

This page provides the standard Deployment Procedure for migrating to Pulse 8.5.000.xx.

Important

Pulse requires a staged migration. Review the available migration paths for your release.

Migrate from 8.1.4

To deploy this package, do the following:

• To deploy this installation package within a new environment, follow the instructions in the Pulse 8.5.000.xx Deployment Guide.
• To install the 8.5.000.xx release of Pulse over the prior 8.1.4 release, use this Deployment Procedure and refer the Pulse 8.5.000.xx Deployment Guide as needed.

Notes:

• Review all steps before performing any of them.
• Plan a time when you can complete the installation in one continuous session.
• This procedure is valid only for Genesys Administrator Extension (GAX) and Pulse release 8.1.4 installed with jetty.
• Rollback to release 8.1.4 causes Pulse to lose all widgets previously created by users, because all widgets are automatically converted to release 8.5 during migration.
• After migration from Pulse 8.1.4 to 8.5, all widgets from the Custom dashboard are placed into a tab named Custom. To see the Default dashboard you must create a new dashboard and select the Reset to Default Dashboard from the menu.
• If you have widgets for CampaignGroups created in Pulse 8.1.4, Pulse 8.5 displays the message No Objects. Please check widget configuration. To make these widgets work, edit them to reselect required objects.
• No SQL scripts must be executed to upgrade the database schema as Pulse 8.1.4 and Pulse 8.5 have the same database schema.
• The KPI Widget may change the Headline object as the result of migration from 8.1.401.xx to 8.5.000.14. If this is the case, edit the affected widget by setting up the appropriate Headline object.

Installation Steps

1. Uninstall Pulse release 8.1.4.
2. Upgrade GAX from release 8.1.4 to 8.5. See the GAX upgrade procedure.
   
   Important

   The GAX upgrade procedure contains options that you must use to enable Pulse migration:

   • Retain the existing GAX Application object for use with Pulse 8.5.
   • Do not retain Pulse 8.1.4 files.
3. If the previous release of Pulse was 8.1.400.xx, then you must change options of Data Access Point object used to connect to Pulse database. In the DAP options, change value of role options in the [GAX] section from ezpulse to pulse.
4. Start GAX.
5. In GAX, upload the Pulse Installation Package and Template:
   1. Navigate to Administration > Installation Packages and click the plus sign.
   2. Select Installation Package Upload (template uploaded separately) and click Next.
      1. For Upload a Package, select the zipped file that contains the Pulse Installation Package (for example, \Pulse\version\linux\b1\ip, which has the Installation Package description file).
      2. For Upload an XML template, select the XML Template file (for example, Pulse.xml from the Templates Installation Package directory).
      3. For Upload an APD template, select the APD Template file (for example, Pulse.apd from the Templates Installation Package directory).
   3. Click Finish.
6. Deploy the Pulse Installation Package and Template:
   1. Click the Pulse Installation Package to open the Properties tab.
      Important

      The Pulse Installation Package status should be complete.
   2. Click the related icon and choose Install to open the IP Deployment Wizard.
   3. Enter details the required fields and finish the installation.
   Important
   The IPCommon InstallPath should be an empty folder for the Pulse installation (for example C:\genesys\GCTI\Pulse8.5.010).

7. For a High Availability (HA) deployment repeat steps 1, 2, 3, and 6 for second GAX.
8. Update options inside pulse_statistics.cfg file from the scripts folder to a particular social media that is configured in eServices solution (for example, facebook, twitter, facebooksession, facebookprivatemessage). See eServices documentation for more details.
9. Import the pulse_statistics.cfg file to the Stat Server Application Options to create new stattypes within both the primary and backup Stat Server Application objects.
   Important

   In the first step of this file import uncheck Override.
   Important

   To calculate the % Ready Time in the Queue KPIs template, set the queue-use-pseudo-actions option in the [statserver] section of Stat Server Application object to false.
10. After the pulse_statistics.cfg file is imported, restart the Stat Server application.
11. (Optional) To prevent Pulse from updating the Genesys-provided templates to release 8.5 when Pulse starts, create the new option install_templates with its value set to false in the [pulse] section of the GAX Application object. If you also want the ability to remove any template using Pulse, create the option editable_templates with its value set to true.. See Configuration Options in the Pulse Deployment Guide for details.




12. Stop Pulse Collector 8.1.4.
13. Uninstall Pulse Collector 8.1.4.
14. Back up the Pulse Collector 8.1.4 configuration options to a file:
    1. In GAX, navigate to Configuration > Environment > Applications.
    2. Select the Pulse Collector 8.1.4 Application object.
    3. Open the Application Options tab.
    4. Click More.
    5. Choose Export to save the file.
15. In GAX, upload the Pulse Collector Installation Package and Template:
    1. In GAX, navigate to Administration > Installation Packages and Click the plus sign.
    2. Select Installation Package Upload (template uploaded separately) and click Next.
       1. For Upload a Package, select the zipped file that contains the Pulse Collector Installation Package (for example, \PulseCol\version\linux\b1\ip, which has the Installation Package description file).
       2. For Upload an XML template, select the XML Template file (Collector.xml from the Templates Installation Package directory).
       3. For Upload an APD template, select the APD Template file (Collector.apd from Templates Installation Package directory).
    3. Click Finish.
16. Deploy the Pulse Collector Installation Package and Template:
    Tip

    You can also install Genesys Pulse Collector directly on the server by executing the Genesys Pulse Collector installation procedure from the Genesys Pulse Collector installation package, then uploading the Genesys Pulse Collector template (Collector.apd) using Configuration Manager.
    1. Click the Pulse Collector Installation Package to open the Properties tab.
       Important

       The Pulse Collector Installation Package status should be complete.
    2. Click the related icon and choose Install to open the IP Deployment Wizard.
    3. After the host selection, enter the Pulse Collector application name from the previous release as the application name and finish the installation.
       Important

       The InstallPath should point to an empty folder.
17. Update the Pulse Collector Application options:
    1. In GAX navigate to Configuration > Environment > Application Templates.
    2. Select the new Pulse Collector 8.5 Application Template.
    3. Open the Application Options tab.
    4. Click More.
    5. Select Export to save the file with the Pulse Collector 8.5 Template options.
    6. Navigate to Configuration > Environment > Applications.
    7. Open the Properties of the Pulse Collector Application object.
    8. Open the Application Options tab.
    9. Click More.
    10. Select Import and select the file you saved with the Pulse Collector 8.5.010 Template options.
    11. Check Override.
    12. Apply the changes.
    13. If required, update the new options according to recommendations in the Pulse 8.5 Deployment Guide. Also, you can use the backup file of the previous Pulse Collector configuration options as a guide of what to change.
18. Restart GAX.
19. Start Pulse Collector 8.5.
20. All users must clear their browser cache.

You have successfully completed your deployment of Pulse.

What do I do next?

• Migrate to Pulse release 8.5.105.
• Review the Pulse migration path to migrate to an earlier release.