Deploy Designer (versions v9010005 and above)

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This topic is part of the manual Designer Deployment Guide for version Current of Designer.

Learn how to deploy Designer as a service in a Kubernetes cluster (for DesDepMnfst v9010005 and above).

1. About this document

This document guides you through the process of deploying and configuring Designer and Designer Application Server (DAS) as a service in a Kubernetes (K8s) cluster.

Information on the following topics is provided:

  • Overview of Designer and DAS
  • Configuration details
  • Deployment process
  • Enabling optional features
  • Cleanup
  • Known limitations

1.1 Intended audience

This document is intended for use primarily by system engineers and other members of an implementation team who will be involved in configuring and installing Designer and DAS, and system administrators who will maintain Designer and DAS installations.

To successfully deploy and implement applications in Designer and DAS, you must have a basic understanding of and familiarity with:

  • Network design and operation
  • Network configurations in your organization
  • Kubernetes
  • Genesys Framework architecture and functions

1.2 Before you begin

  1. A Kubernetes cluster must be deployed. Refer to the Kubernetes documentation site for installation instructions.
  2. Install Helm according to the instructions outlined in the Helm documentation site.

After you complete the above mandatory procedures, return to this document to complete an on-premise deployment of Designer and DAS as a service in a K8s cluster.

2. Product overview

The following sections provide a brief overview of Designer and DAS.

2.1 Designer

The Designer service provides a web UI to build and manage VXML and SCXML based self-service and assisted service applications for a number of media types. It stores data on the local file system and is synchronized across instances by using services like Network File System (NFS). Genesys customers can build applications using a simple drag and drop method, and assign contact points (Route Points and other media endpoints) to applications directly from the Designer UI. Insights into runtime behavior of applications and troubleshooting aid is provided by Designer Analytics, which includes a rich set of dashboards based on session detail records (SDR) from data stored in Elasticsearch.

Designer offers the following features:

  • Applications for working with phone, chat, email, SMS (text messages), Facebook, Twitter, and open media types.
  • Bots, ASR, TTS capabilities for self-service.
  • Assisted service or routing.
  • Callback.
  • Business Controls.
  • Audio, message management.
  • Grammars management.
  • Contact points management - route points, chat end points, email pop-client/mailboxes.
  • Analytics dashboards through embedded Kibana.

Designer is an Express/Node.js application. The UI is designed using Angular powered Bootstrap. Application data (SCXML and VXML) is stored as a file system. Designer Analytics and Audit data is stored in Elasticsearch.

2.2 Designer Application Server (DAS)

Designer Application Server (DAS) hosts and serves the Designer generated application files (SCXML and VXML), audio, and grammars. It also provides:

  • Runtime evaluation of Business Controls (business hours, special days, emergency flags and data tables).
  • Callback interface to GES.
  • Interface to External APIs.

DAS uses built-in NGINX to front requests. It consists of 3 modules: NGINX, PHP, and Node.js.

  • Requests for static workspace content (SCXML, VXML, JS, audio, grammar, etc) are handled by the NGINX module.
  • Requests for PHP content are processed by the FastCGI PHP module.
  • SDR (Analytics) processing requests are handled by the DAS Node.js module.
Important
Files generated by Designer can be served only by DAS. Designer will work only with DAS.

2.3 Deployment architecture

The below architecture diagram illustrates a sample premise deployment of Designer and DAS:

Premise-Designer-DAS-architecture.png

2.4 High Availability (HA) and Scalability

Designer and DAS must be deployed as highly available in order to avoid single points of failure. A minimum of 2 replicas of each service must be deployed to achieve HA.

The Designer and DAS service pods can be automatically scaled up or down based on metrics such as CPU and memory utilization. The Deployment configuration settings section explains how to configure HA and auto-scaling.

Refer to the Genesys Docker Deployment Guide for more information on general HA recommendation for Kubernetes.

3. Prerequisites

Before deploying Designer, ensure the following resources are deployed, configured, and accessible:

3.1 Mandatory prerequisites

  • Kubernetes 1.12+
  • Helm 3.0
  • Docker Registry
    • Setup a local docker registry to store Designer and DAS docker images.
  • Ingress Controller
    • If Designer and DAS are accessed from outside of a K8s cluster, it is recommended to deploy/configure an ingress controller (for example, NGINX), if not already available. Also, the Blue-Green deployment strategy works based on the ingress rules.
    • The Designer UI requires Session Stickiness. Configure session stickiness in the annotations parameter in the values.yaml file during Designer installation.
  • Persistent Volumes (PVs)
    • Create persistent volumes for workspace storage (5 GB minimum) and logs (5 GB minimum)
    • Set the access mode for these volumes to ReadWriteMany.
    • The Designer manifest package includes a sample YAML file to create Persistent Volumes required for Designer and DAS.
    • Persistent volumes must be shared across multiple K8s nodes. Genesys recommends using NFS to create Persistent Volumes.
  • Shared file System - NFS
    • For production, deploy the NFS server as highly available (HA) to avoid single points of failure. It is also recommended that the NFS storage be deployed as a Disaster Recovery (DR) topology to achieve continuous availability if one region fails.
    • By Default, Designer and DAS containers run as a Genesys user (uid:gid 500:500). For this reason, the shared volume must have permissions that will allow write access to uid:gid 500:500. The optimal method is to change the NFS server host path to the Genesys user: chown -R genesys:genesys.
    • The Designer manifest package includes a sample YAML file to create an NFS server. Use this only for a demo/lab setup purpose.
  • Genesys Web Services (GWS) 9.x
    • Configure GWS to work with a compatible version of Configuration Server.
  • Other Genesys Components
    • ORS ORS 8.1.400.x
    • Nexus 9.x
    • URS 8.1.400.x

3.2 Optional prerequisites

  • Elasticsearch 7.8.0
    • Elasticsearch is used for Designer Analytics and audit trail.
  • Redis 3.2.x
    • Redis is used for resource index caching and multi-user collaboration locks on Designer resources.

4. Deployment configuration settings (Helm values)

This section provides information on the various settings that have to be configured in Designer and DAS. The configuration settings listed below will be used during the deployment of Designer and DAS. That is, these settings will be used during initial deployment / upgrade. These settings can be configured in the values.yaml Helm file.

4.1 Designer deployment settings

The following table provides information on the Designer deployment settings. These settings are configured in the designer-values.yaml file.

Parameter Description Mandatory? Default Value
deployment.replicaCount Number of services to be created. Mandatory 2
deployment.maxReplicas Maximum number of replicas created. It is recommended to configure this setting if auto-scaling is used. Optional 10
deployment.strategy The strategy to select which type of resources to deploy. Valid values are: default, service, volume, ingress.
  • volume - for blue/green upgrade, this is to create a Persistent Volume Claim (PVC) for the first time.
  • ingress - for the blue/green upgrade, this is to create an ingress for the first time and update the ingress during service cutover.
  • service - for upgrading the blue/green Designer service.
  • default - for performing a rolling upgrade
Mandatory service
deployment.green This is to deploy/upgrade the Designer service in a blue-green upgrade strategy. Valid values are: blue, green. Optional green
desImage.repository Docker repository for the Designer image. Mandatory pureengage-docker-staging.jfrog.io/designer/designer
desImage.tag Designer image version. Mandatory 9.0.109.08.20
desImage.pullPolicy Designer image pull policy (imagePullPolicy). Valid values: Always, IfNotPresent, Never.
  • Always - always pull the image.
  • IfNotPresent - pull the image only if it does not already exist on the node.
  • Never - never pull the image.
Mandatory IfNotPresent
volumes.workspaceMountPath The path where the workspace volume is to be mounted inside the Designer container. Mandatory /designer/workspace

(Changing this value is not recommended.)

volumes.workspaceClaim Persistent volume claim name for the workspace. Mandatory designer-managed-disk
volumes.workspaceClaimSize Size of the persistent volume claim for the workspace.

The persistent volume must be equal to or greater than this size.

Mandatory 5Gi
volumes.workspaceStorageClass storageClassName provided in the persistent volume that is created for the Designer workspace (example, nfs). Mandatory manual
volumes.logMountPath The path where the Designer logs volume is to be mounted inside the Designer container. Mandatory /designer/logs
volumes.logClaim Persistent volume claim name for logs. Mandatory designer-logs
volumes.logClaimSize Size of the persistent volume claim for the Designer logs.

The persistent volume must be equal to or greater than this size.

Mandatory 5Gi
volumes.logStorageClass storageClassName provided in the persistent volume that is created for the Designer logs  (example, nfs). Mandatory manual
healthApi.path Designer Health Check API path. Mandatory /health

(Changing this value is not recommended.)

healthApi.containerPort Container running port. Mandatory 8888

(Changing this value is not recommended.)

healthApi.startupDelay Health check will be started after a delay as specified in this setting. Mandatory 20
healthApi.checkInterval The interval between each health check request. Mandatory 5
healthApi.failureCount Number of health check failures to be considered before marking the container as instable or restart. Mandatory 5
designerEnv.enabled This enables providing environment variables as an input to Designer pods.

It uses ConfigMap to store the environment variables.

Mandatory true

(Changing this value is not recommended.)

designerEnv.envs.DES_PORT Designer port for container (port in flowsettings.json). Mandatory 8888
designerEnv.envs.DES_APPSERVER_HOST DAS hostname (applicationHost in flowsettings.json). Mandatory das
designerEnv.envs.DES_APPSERVER_PORT DAS port (applicationPort in flowsettings.json). Mandatory 80
designerEnv.envs.DES_DEPLOY_URL This is normally not changed. It is the relative path to the workspace on DAS.

The default value /workspaces should be always be used (deployURL in flowsettings.json).

Mandatory /workspaces
designerEnv.envs.DES_USE_HTCC Set to true so Designer works with GWS. If set to false. Designer defaults to a local mode and may be used temporarily if GWS is unavailable (usehtcc in flowsettings.json). Mandatory true

(Changing this value is not recommended.)

designerEnv.envs.DES_HTCC_SERVER GWS server host  (htccserver in flowsettings.json), for example, gws.genhtcc.com. Mandatory gws-usw1-int.genhtcc.com
designerEnv.envs.DES_HTCC_PORT GWS server port (htccport in flowsettings.json), for example, 80. Mandatory 80
designerEnv.envs.DES_ENABLE_ANALYTICS To enable or disable Designer Analytics (enableAnalytics in flowsettings.json). Optional false
designerEnv.envs.DES_ES_URL Elasticsearch URL (for example, http://es-service:9200), esUrl in flowsettings.json. Optional http://es-spot.usw1.genhtcc.com
designerEnv.envs.DES_ES_SERVER Elasticsearch Server HostName (for example, es-service), esServer in flowsettings.json. Optional es-spot.usw1.genhtcc.com
designerEnv.envs.DES_ES_PORT Elasticsearch port (for example, 9200), esPort in flowsettings.json. Optional 80
designerEnv.envs.DES_FILE_LOGGING_ENABLED Enable file logging. If not enabled, Designer will output only verbose logs. Mandatory false
designerSecrets.enabled This enables providing the GWS client ID / secret as an input to Designer pods.

It uses Kubernetes Secrets to store the GWS client credentials.

true
designerSecrets.GWS_Client_id GWS Client ID, create a new GWS client if it doesn't exist, steps are explained in the platform settings section. Mandatory designer-secret
designerSecrets.GWS_Client_secret GWS Client secret Mandatory ZXh0ZXJuYWxfYXBpX2NsaWVudA==

(This value is valid only for lab deployments.)

service.type Service type (either ClusterIP or NodePort or LoadBalancer). Mandatory ClusterIP
service.port Designer service port to be exposed in the cluster. Mandatory 8888
service.targetPort Designer application port running inside the container. Mandatory 8888
service.nodePort Port to be exposed in case service.type=NodePort. Optional Sample value : 30180
ingress.enabled Enable/Disable ingress. Ingress should be enabled for all cases except a lab/demo setup. Mandatory true
ingress.paths Ingress path Mandatory [/]
ingress.hosts Hostnames to be configured in ingress for the Designer service. Mandatory ssdev1.genhtcc.com
ingress.tls TLS config for ingress. Optional []
resources.limits.cpu Maximum amount of CPU processing power that K8s allocates for the container. Mandatory 600m
resources.limits.memory Maximum amount of memory K8s allocates for the container. Mandatory 1Gi
resources.requests.cpu Guaranteed CPU allocation for the container. Mandatory 500m
resources.requests.memory Guaranteed memory allocation for the container. Mandatory 512Mi
securityContext.runAsUser Controls which user ID the containers are run with. This can be configured to run Designer as a non-root user.

Currently, only a Genesys user is supported by the Designer base image.

500 is the ID of the Genesys user and it cannot be modified.

The file system must reside within the Genesys user account in order to run Designer as a Genesys user. Change the NFS server host path to the Genesys user:

chown -R genesys:genesys

Optional 500
securityContext.runAsGroup Controls which primary group ID the containers are run with. This can be configured to run Designer as a non-root user. Currently, only a Genesys user group (GID - 500) is supported by the Designer base image. Optional 500
nodeSelector To allow pods to be scheduled on the nodes based labels assigned to the nodes. Optional Default value:

nodeSelector: {}

Sample value:

nodeSelector:

<label_key>: <label_value>

affinity The K8s standard node affinity and anti-affinity configurations can be added here. Refer to this K8s document for sample values. Optional {}
tolerations Tolerations works with taints to ensure that pods are not scheduled onto inappropriate nodes. Refer to this K8s document for sample values. Optional []
hpa.enabled Enables K8s Horizontal Pod Autoscaler (HPA). It automatically scales the number of pods based on average CPU utilization and average memory utilization.

More information about HPA is available here.

Optional false
hpa.targetCPUPercent The K8s HPA controller will scale up/down pods based on the target CPU utilization percentage specified. It scales up/down pods between the range deployment.replicaCount to deployment.maxReplicas. Optional 70
hpa.targetMemoryPercent The K8s HPA controller will scale up/down pods based on the target memory utilization percentage specified. It scales up/down pods between the range deployment.replicaCount to deployment.maxReplicas. Optional 70
annotations Enables Kubernetes Annotations. Refer to this document for more information on K8s Annotations.

The Designer UI requires Session Stickiness if the replica count is more than 1. Configure session stickiness based on the ingress controller type. Ingress configuration like session stickiness can be configured here.

Optional {}
labels Any custom labels can be configured. It is a key and value, for example, key:value. Optional tenant: shared

4.2 DAS deployment settings

The following table provides information on the DAS deployment settings. These settings are configured in the das-values.yaml file.

Parameter Description Mandatory? Default Value
deployment.replicaCount Number of services to be created. Mandatory 2
deployment.maxReplicas Maximum number of replicas created. It is recommended to configure this setting if auto-scaling is used. Optional 10
deployment.strategy The strategy to select which type of resources to deploy. Valid values are : default, service, volume, ingress.
  • ingress - for the blue/green upgrade, this is to create an ingress for the first time and update the ingress during service cutover.
  • service - for upgrading the blue/green DAS service.
  • default - for performing a rolling upgrade.
Mandatory service
deployment.green This is to deploy/upgrade the DAS service in a blue-green upgrade strategy. Valid values are: blue, green. Optional green
dasImage.repository Docker repository for the DAS image. Mandatory pureengage-docker-staging.jfrog.io/designer/das
dasImage.tag DAS image version. Mandatory 9.0.111.05.5
dasVolumes.workapceMountPath DAS workspace path inside the container. Mandatory /das/www/workspaces
dasVolumes.workspaceClaim Persistent volume claim name for the workspace (must be the same as Designer's claim name). Mandatory designer-managed-disk
dasVolumes.logMountPath DAS log path inside the container. Mandatory /das/log
dasVolumes.logClaim Persistent volume claim name for logs (must be the same as Designer's claim name). Mandatory designer-logs
dasHealthApi.path DAS Health Check API path. Mandatory /health
dasHealthApi.containerPort Container running port. Mandatory 8081
dasHealthApi.startupDelay Health check will be started after a delay as specified in this setting. Mandatory 10
dasHealthApi.checkInterval The interval between each health check request. Mandatory 5
dasHealthApi.failureCount Number of health check failures to consider before marking the container as instable or restart. Mandatory 5
dasService.type Service port (either ClusterIP or NodePort or LoadBalancer). Mandatory ClusterIP
dasService.port DAS service to be exposed in the cluster. Mandatory 8081
dasService.targetPort DAS application port running inside the container. Mandatory 8081
dasService.nodePort Port to be exposed in case service.type=NodePort. Optional Sample value : 30280
dasEnv.enabled This enables providing environment variables as an input to DAS pods.

It uses ConfigMap to store the environment variables.

Mandatory true
dasEnv.envs.DAS_FILE_LOGGING_ENABLED Enable file logging. DAS supports only stdout logging, this must always be false. Mandatory false
dasEnv.envs.DAS_LOG_LEVEL Enables log levels. Valid values are: FATAL, ERROR, WARN, INFO, DEBUG, TRACE. Optional DEBUG
dasEnv.envs.DAS_STDOUT_LOGGING_ENABLE Enables standard output console logging. Mandatory true
dasEnv.envs.DAS_SERVICES_ELASTICSEARCH_ENABLED To enable or disable Designer Analytics. This config is required for DAS to initialize ES templates. Optional false
dasEnv.envs.DAS_SERVICES_ELASTICSEARCH_HOST Elasticsearch Server HostName with http:// prefix (for example, http://es-service) Optional http://designer-es-client-service
dasEnv.envs.DAS_SERVICES_ELASTICSEARCH_PORT Elasticsearch port (for example, 80) Optional 9200
dasresources.limits.cpu Maximum amount of CPU processing power that K8s allocates for the container. Mandatory 600m
dasresources.limits.memory Maximum amount of memory K8s allocates for the container. Mandatory 1Gi
dasresources.requests.cpu Guaranteed CPU allocation for container. Mandatory 400m
dasresources.requests.memory Guaranteed Memory allocation for the container. Mandatory 512Mi
securityContext.runAsUser Controls which user ID the containers are run with. This can be configured to run DAS as a non-root user.

Currently, only a Genesys user is supported by the DAS base image.

500 is the ID of the Genesys user and it cannot be modified.

Optional 500
securityContext.runAsGroup Controls which primary group ID the containers are run with. This can be configured to run DAS as a non-root user. Currently, only a Genesys user group (GID - 500) is supported by the DAS base image. Optional 500
nodeSelector To allow pods to be scheduled on the nodes-based labels assigned to the nodes. Optional Default value:

nodeSelector: {}

Sample value:

nodeSelector:

<label_key>: <label_value>

affinity The K8s standard node affinity and anti-affinity configurations can be added here. Refer to this K8s document for sample values. Optional {}
tolerations Tolerations works with taints to ensure that pods are not scheduled onto inappropriate nodes. Refer to this K8s document for sample values. Optional []
hpa.enabled Enables K8s Horizontal Pod Autoscaler (HPA). It automatically scales the number of pods based on average CPU utilization and average memory utilization.

More information about HPA is available here.

Optional false
hpa.targetCPUPercent The K8s HPA controller will scale up/down pods based on the target CPU utilization percentage specified. It scales up/down pods between the range deployment.replicaCount to deployment.maxReplicas. Optional 75
hpa.targetMemoryPercent The K8s HPA controller will scale up/down pods based on the target memory utilization percentage specified. It scales up/down pods between the range deployment.replicaCount to deployment.maxReplicas. Optional 70
annotations Enables Kubernetes Annotations. Refer to this document for more information on K8s Annotations. Optional {}
labels Any custom labels can be configured. It is a key and value, for example, key:value. Optional tenant: shared

5. Post deployment Designer settings

Post deployment, Designer configuration is managed from the following 3 locations:

5.1 Flow settings

Flow Settings is used for controlling global Designer settings that are applicable to all tenants and it contains bootstrap configuration settings such as port, GWS info, and DAS URL.

Configuration path - /workspace/designer/flowsettings.json.

This will be configured using the helm install. The Flowsettings.json update section (8.2.2 Designer deployment process) describes the steps to update the flowsettings.json file.

5.2 Tenant settings

These are tenant specific settings if the Designer service is configured with multi-tenancy .

Configuration  path - workspace/<contactcenter-Id>/config/tenantsettings.json.

The user should logout and log back in after any changes to the tenantsettings.json file. The Designer UI will continue to show the older features until the user logs out and logs back in.

Tenant specific settings are configured by directly editing the file in the above path.

5.3 DesignerEnv transaction list

The DesignerEnv transaction list is available in Configuration Server (Tenant/Transactions/DesignerEnv). This is mostly used to control the run-time settings. Any change to the DesignerEnv transaction list does not require the application to be published again or a new build for the application.

The user should log out and log back in for the changes to reflect in the Designer UI.

The DesignerEnv transaction list is configured using CME or GAX.

5.4 Configuration settings reference table

Tip
As the following table extends beyond the margin of the page, use the horizontal scroll bar at the bottom of your browser window to view the complete table.
Category: Analytics
Setting Name flowsettings.json tenantsettings.json DesignerEnv DesignerEnv Section Description Sample Value Default Value
enableAnalytics
(optional)
Yes Yes This flag enables or disables the analytics feature. true false
esUrl
(optional)
Yes Yes Elasticsearch URL http://es-spot.usw1.genhtcc.com:80
esServer
(optional)
Yes Yes Elasticsearch Server HostName (for example, es-service) es-spot.usw1.genhtcc.com
esPort
(optional)
Yes Yes Elasticsearch port 80
ReportingURL
(optional)
Yes reporting URL of Elasticsearch where Designer applications will report data. http://es-spot.usw1.genhtcc.com:80
esMaxQueryDuration
(optional)
Yes Yes The maximum time range (in days) to query in Designer Analytics. Each day's data is stored in a separate index in Elasticsearch. 90 90
sdrMaxObjCount
(optional)
Yes Yes The maximum count of nested type objects that will be captured in SDRs. When set to -1, which is the default value, no objects will be trimmed. All the milestones or activities visited in runtime are expected to be captured in an SDR. 20
SdrTraceLevel
(optional)
Yes Yes It controls the level of SDR detail that is recorded by the blocks array for each application. Currently, the valid values are:
  • 100 — Debug level and up. Currently, there are no Debug messages.
  • 200 — Standard level and up. This setting will show all blocks that are entered during a call in the blocks array.
  • 300 — Important level and up. This setting filters out all blocks from the blocks array, except those containing data that will change from call to call (such as the Menu block and User Input block).
300 300
Category: Audit
Setting Name lowsettings.json tenantsettings.json DesignerEnv DesignerEnv Section Description Sample Value Default Value
enableESAuditLogs
(optional)
Yes Yes Enable or Disable audit logs captured in Elasticsearch. false false
enableFSAuditLogs
(optional)
Yes Yes Enable or Disable audit logs captured in the file system under the logs directory or in standard output. true true
maxAppSizeCompare
(optional)
Yes Yes The maximum size of data object for which a difference will be captured in the audit logs, value in bytes. That is, the difference between the Designer object's old value and new value. 1000000 1000000
enableReadAuditLogs
(optional)
Yes Yes Control whether reading of Designer objects is captured in audit trails. If enabled any Designer object viewed in the UI will be recorded in the audit logs. false false
Category: Authorization
Setting Name flowsettings.json tenantsettings.json DesignerEnv DesignerEnv Section Description Sample Value Default Value
disableRBAC
(optional)
Yes Yes Controls if Designer reads and enforces permissions associated with the logged in user's roles. false false
rbacSection
(optional)
Yes Yes In a Role object, the name of the section within the Annex where the privileges are stored. CfgGenesysAdministratorServer CfgGenesysAdministratorServer
disablePBAC
(optional)
Yes Yes Controls if Designer allows partitioning of the Designer workspace and restricts a user's access to Designer objects in the user's partitions. false false
Category: Collaboration
Setting Name flowsettings.json tenantsettings.json DesignerEnv DesignerEnv Section Description Sample Value Default Value
locking
(optional)
Yes The type of locking used, for an editing session of applications, modules, or data tables.

Valid values : file, redis, none

file file
Category: DAS
Setting Name flowsettings.json tenantsettings.json DesignerEnv DesignerEnv Section Description Sample Value Default Value
applicationHost
(mandatory)
Yes The server name Designer uses to generate the URL to the application. ORS and MCP fetch the application code and other resources from this URL. das.usw1.genhtcc.com localhost
applicationPort Yes The corresponding port to be used with applicationHost. 80 80
deployURL Yes This is normally not changed. It is the relative path to the workspace on DAS. /workspace /workspace
Category: Digital
Setting Name flowsettings.json tenantsettings.json DesignerEnv DesignerEnv Section Description Sample Value Default Value
rootsSRL
(optional)
Yes Yes If specified, this is used to filter which Root Categories to display when selecting Standard Responses. A REGular EXpression (REGEX).
maxFlowEntryCount
(optional)
Yes Yes flowsettings Specify how many times the same application can process a specific digital interaction. 20 20
Category: External APIs
Setting Name flowsettings.json tenantsettings.json DesignerEnv DesignerEnv Section Description Sample Value Default Value
httpProxy
(optional)
Yes Yes Yes flowsettings Specify the proxy used for external requests and nexus API calls (if enable_proxy is true). http://vpcproxy-000-int.geo.genprim.com:8080
redundantHttpProxy
(optional)
Yes Yes Yes flowsettings Specify the backup proxy used for external requests and nexus API calls (if enable_proxy is true), when httpProxy is down. http://vpcproxy-001-int.geo.genprim.com:8080
Category: Features
Setting Name flowsettings.json tenantsettings.json DesignerEnv DesignerEnv Section Description Sample Value Default Value
features Yes Yes This is an object. See the 5.5 Features section for a list of supported features. {

  nexus: true,

  enableBulkAudioImport: true

}

Category: GWS
Setting Name flowsettings.json tenantsettings.json DesignerEnv DesignerEnv Section Description Sample Value Default Value
usehtcc Yes Set to true so that Designer works with GWS. If set to false, Designer defaults to a local mode and may be used temporarily if GWS is unavailable. true false
htccServer Yes GWS Server gws-usw1-int.genhtcc.com gws-usw1-int.genhtcc.com
htccport Yes GWS Port 80 80
ssoLoginUrl Yes URL of GWS authentication UI. Designer redirects to this URL for authentication. https://gws-usw1.genhtcc.com https://gws-usw1.genhtcc.com
maxConcurrentHTCCRequest
(optional)
Yes For batch operations to GWS, the max number of concurrent requests that Designer will send to GWS. 5 5
batchOperationResultTTL
(optional)
Yes For batch operations to GWS, the time, in milliseconds, for which duration Designer stores the results of a batch operation on the server, before deleting them. 100000 100000
Category: Help
Setting Name flowsettings.json tenantsettings.json DesignerEnv DesignerEnv Section Description Sample Value Default Value
docsMicroserviceURL
(optional)
Yes URL for Designer documentation. https://docs.genesys.com/Documentation/PSAAS/Public/Administrator/Designer
Category: IVR
Setting Name flowsettings.json tenantsettings.json DesignerEnv DesignerEnv Section Description Sample Value Default Value
recordingType
(optional)
Yes Yes Specify the recording type to be used in Record block. Set as GIR. If the option is missing or blank, Full Call Recording type will be used. GIR GIR
Category: Logging
Setting Name flowsettings.json tenantsettings.json DesignerEnv DesignerEnv Section Description Sample Value Default Value
logging: {
designer: { level: 

debug },

audit: { level: trace},

auditdebug: { level: debug },

cli: { level: debug }

}

(optional)

Yes Specify Designer log levels. Each field has valid values - trace, debug, info, warn, error, or fatal.

designer - log level of Designer.

audit - log level of audit.

auditdebug - log level of audit debug, this will log detailed audit information.

cli - log level for cli commands executed on Designer.

logging: {
designer: { level: debug},

audit: { level: trace },

auditdebug: { level: debug},

cli: { level: debug }

}
logging: {
designer: { level: debug },

audit: { level: trace },

auditdebug: { level: debug },

cli: { level: debug }

}
Category: Nexus
Setting Name flowsettings.json tenantsettings.json DesignerEnv DesignerEnv Section Description Sample Value Default Value
url
(optional)
Yes nexus URL of Nexus that typically includes the API version path. For example, https://nexus-server/nexus/api/v3. http://nex-dev.usw1.genhtcc.com
password
(optional)
Yes nexus nexus x-api-key created by Nexus deployment dc4qeiro13nsof569dfn234smf
enable_proxy
(optional)
Yes nexus Boolean value to indicate if httpProxy is used to reach Nexus. false
profile
(optional)
Yes nexus Enable Contact Identification via Nexus (for example, to enable Last Called Agent routing).
Category: Process
Setting Name flowsettings.json tenantsettings.json DesignerEnv DesignerEnv Section Description Sample Value Default Value
port Yes Designer process port in the container. Normally, the default value should be left as is. 8888 3000
Category: Provisioning
Setting Name flowsettings.json tenantsettings.json DesignerEnv DesignerEnv Section Description Sample Value Default Value
primarySwitch
(optional)
Yes Yes Specify the primary switch name if more than one switch is defined for the tenant. Designer fetches and works with route points from this switch. us-west-1
Category: Routing
Setting Name flowsettings.json tenantsettings.json DesignerEnv DesignerEnv Section Description Sample Value Default Value
ewtRefreshTimeout
(optional)
Yes flowsettings Specify the interval (in seconds) at which to refresh the Estimated Waiting Time when routing an interaction. 5 1
Category: Redis
Setting Name flowsettings.json tenantsettings.json DesignerEnv DesignerEnv Section Description Sample Value Default Value
redis: {
host: "",
port: "",
tlsEnabled: true,
lockTimeout: 120,
listTimeout: 1800
}

(optional)
Used by Designer for resource index caching and multi-user collaboration locks on Designer resources.

It is a separate object and contains:

host - Redis host name.

port - Redis port.

tlsEnabled - TLS enabled or not.

lockTimeout - Timeout, in seconds, before a resource lock is released for an editing session of applications, modules, or data tables.

listTimeout - The cache expiry timeout (in seconds) of the application list and shared modules list. By default, it is 30 minutes. That is, any new application/modules created in the UI will be seen in the listing page after 30 mins. It can be reduced to a smaller value. This is to improve the page loading performance of the Applications and Shared Modules page. A better performance is achieved with a higher value.

redis: {
host: "",
port: "",
tlsEnabled: true,
lockTimeout: 120,
listTimeout: 1800
}
redis: {
host: redis.server.genhtcc.com,
port: 6379,
tlsEnabled: true,
lockTimeout: 120,
listTimeout: 1800
}
Category: Security
Setting Name flowsettings.json tenantsettings.json DesignerEnv DesignerEnv Section Description Sample Value Default Value
zipFileSizeLimitInMegaBytes
(optional)
Yes Yes Defines the maximum zipFile size limit (in megabytes) during bulk audio import. 50 No default.
disableCSRF
(optional)
Yes Yes Disable CSRF attack protection.

http://cwe.mitre.org/data/definitions/352.html

By default, CSRF attack protection is enabled. It can be disabled by setting this flag to true.

false false
disableSecureCookie
(optional)
Yes Disable the secure cookies header false false
Category: Session
Setting Name flowsettings.json tenantsettings.json DesignerEnv DesignerEnv Section Description Sample Value Default Value
idleTimeout
(optional)
Yes Yes Idle timeout, in seconds, before a user session is terminated while editing applications, modules, or data tables. 840 840
lockTimeout
(optional)
Yes Yes Timeout, in seconds, before a resource lock is released, for an editing session of applications, modules, or data tables. 120 120
lockKeepalive
(optional)
Yes Yes Interval, in seconds, before the client sends a ping to the server, to refresh the lock for an editing session of applications, modules, or data tables. 15 15
Category: Workflow
Setting Name flowsettings.json tenantsettings.json DesignerEnv DesignerEnv Section Description Sample Value Default Value
maxBuilds
(optional)
Yes Yes Specify the maximum number of builds allowed per application. 20 20
enablePTE
(optional)
Yes flowsettings Boolean value to indicate if PTE objects are enabled at runtime. true false

5.5 Features

The features specified here must be configured under the features object in the flowsettings.json file.

For example,

	features: {

callbackv2: true,

..

..

}
Important
These features are configured only in the flowsettings.json file and the tenantsettings.json file, and not in DesignerEnv.
Category Feature Setting Name Mandatory flowsettings.json tenantsettings.json Description Default Value
Audio enableBulkAudioImport Optional Yes Yes Enable/disable the bulk audio import feature. false
grammarValidation Optional Yes yes If this feature is enabled, Designer will validate invalid grammar files during grammar upload and you can upload only valid grammar files (GRXML or Nuance compiled binary grammar files). false
externalAudioSupport Optional Yes Yes If this feature is enabled, a new audio type, External Audio, is available in the Play Message block. It accepts a single variable that contains a URL to the audio resource. MCP will fetch this resource directly and play it. The only supported value of Play As is Audio URI. There is no automatic language switching for this audio type. false
Nexus nexus Optional Yes Yes Enable/disable the Nexus feature. false
Survey survey Optional Yes Yes Enable/disable the survey feature. true
Milestone enableImplicitModuleMilestones Optional Yes Yes Enable reporting each Shared Module call as an internal milestone. If disabled, Shared Module calls will not generate a milestone. false
Bots enableDialogFlowCXBot Optional Yes Yes When enabled, Dialogflow CX bot type is added to the bot registry and available for selection in the Bot provider drop-down when you configure a new bot. false

6. Logging

Designer and DAS support console output (stdout) logging. Genesys recommends configuring console output logging to minimize the host IOPs and PVCs consumption by using log volumes. Console output logs can be extracted using log collectors like fluentbit/fluentd and Elasticsearch.

Ensure the below setttings are configured in the respective values.yaml overrides for console logging:

  1. Designer
    designerEnv.envs.DES_FILE_LOGGING_ENABLED = false
  2. DAS
    dasEnv.envs.DAS_FILE_LOGGING_ENABLED = false
    dasEnv.envs.DAS_STDOUT_LOGGING_ENABLE = true

6.1 Log levels

Post deployment, Designer and DAS log levels can be modified as follows:

6.1.1 Designer

  1. Configure the logging setting in the flowsettings override (flowsettings.yaml) - Refer to section 5.4 Configuration settings reference table for option descriptions.
  2. Execute the steps in the Flowsettings.json update section (8.2.2 Designer deployment process) for the changes to take effect .

6.1.2 DAS

  1. Configure the dasEnv.envs.DAS_LOG_LEVEL setting in the Helm das-values.yaml file. Refer to section 4.2 DAS deployment settings for setting descriptions.
  2. Execute the steps in the Upgrade non production color section (8.2.3 DAS deployment process). The same DAS version running in production can be used for the upgrade,
  3. Execute the steps in the Cutover section (8.2.3 DAS deployment process).

7. Platform / Configuration Server and GWS settings

This section explains the Configuration Server objects and settings required for Designer.

7.1 Create Roles for Designer

Designer uses roles and access groups to determine permissions associated with the logged-in user. To enable this, you must make these changes in GAX or CME.

Designer supports a number of bundled roles suitable for various levels of users.

  • DesignerDeveloper - Most users fall into this category. These users can create Designer applications, upload audio, and create business controls. They have full access to Designer Analytics.
  • DesignerBusinessUser - These users cannot create objects but they can manage them (for example, upload audio, change data tables, and view analytics).
  • DesignerAnalytics - These users only have access to Designer Analytics.
  • DesignerAdmin - These users can set up and manage partitions associated with users and Designer objects.
  • DesignerOperations - Users with this role have full access to all aspects of the Designer workspace. This includes the Operations menu (normally hidden), where they can perform advanced operational and maintenance tasks.

To create these roles, import the .conf files included in the Designer Deployment Manifest package. They are located in the packages/roles/ folder.

In addition, ensure the following for user accounts that need access to Designer:

  • The user must have read permissions on its own Person object.
  • Users must be associated with one or more roles via access groups.
  • The on-Premises user must have at least read access on the user, access group(s), and roles(s).
  • The access groups must have read/write permissions to the CME folders - Scripts and Transactions.

7.2 Create the DesignerEnv transaction list

Designer requires a transaction list for configuration purposes as described in other sections of this document. To set this up:

  1. Create a transaction list called DesignerEnv.
  2. Import the file configuration/DesignerEnv.conf, located in the Designer Deployment Manifest package.
  3. Edit any values according to the descriptions provided in the Designer settings section.
  4. Save the list.
  5. Ensure Designer users have at least read access to the DesignerEnv transaction list.

7.3 Platform Settings

The platform settings listed below must be configured if the Designer application is used for voice calls.

Component Config Key Value Description
SIP Switch -> Voip Services -> msml service userdata-map-format sip-headers-encoded Option needs to set to pass JSON data as user data in SIPS.
SIP Switch -> Voip Services -> msml service userdata-map-filter * To allow userdata passing to MSML service
SIPServer --> TServer divert-on-ringing false RONA is handled by the platform.
agent-no-answer-timeout 12
agent-no-answer-action notready
agent-no-answeroverflow "" no value, empty.
after-routing-timeout 24
sip-treatments-continuous true
msml-record-support true To allow routed calls recording via the Media Server
Switch object annex --> gts ring-divert 1
URS 'http' port, protocol = 'http' Required only for Route Agent block to work.
ORS --> orchestration new-session-on-reroute false Required for SIPS Default Routing (Default Routing handling (Voice))
MCP [vxmli] transfer.allowed TRUE Required for Transfer block (allows VXML Transfer in MCP)
MCP [cpa] outbound.method NATIVE Required for Transfer block (allow CPA detection for Transfer )
UCS [cview] enabled TRUE Enables Customer Context Services

7.4 GWS Configuration

7.4.1 Create Contact Center

Create a contact center in GWS if it is not already created. Refer to the GWS documentation for more information on this.

7.4.2 Create GWS Client

Create new GWS client credentials if they are not already created . Refer to the GWS documentation for more information on this.

8. Deployment

This section describes the deployment process for Designer and DAS.

8.1 Preparation

Before you deploy Designer and DAS using Helm charts, complete the following preparation steps:

  1. Ensure the Helm client is installed.
  2. Set up an Ingress controller, if not already done.
  3. Setup an NFS server, if not already done.
  4. Create Persistent Volumes - a sample YAML file is provided in the Designer manifest package.
  5. Download the Designer and DAS docker images and push to the local docker registry.
  6. Download the Designer manifest package and extract to the current working directory.
  7. Configure Designer and DAS value overrides (designer-values.yaml and das-values.yaml) - please ensure the mandatory settings are configured. If the blue-green deployment process is used, Ingress settings are explained in the following section.

8.2 Blue-Green deployment

Blue-Green deployment is a release management technique that reduces risk and minimizes downtime. It uses two production environments, known as Blue and Green or active and inactive, to provide reliable testing, continuous no-outage upgrades, and instant rollbacks. When a new release needs to be rolled out, an identical deployment of the application will be created using a Helm package and after the testing is completed, the traffic is moved to the newly created deployment, which becomes the ACTIVE environment, and the old environment becomes INACTIVE. This way, a fast rollback is possible by just changing route if a new issue is found with live traffic. The old inactive deployment can be removed once the new active deployment becomes stable.

The service cutover is done by updating the Ingress rules. The below diagram shows the high level approach on how the traffic can be routed to Blue and Green deployments with Ingress rules.

BlueGreenDeployment.png

8.2.1 Preparation for Blue-Green deployment

Before you deploy Designer and DAS using the Blue-Green deployment strategy, complete the following preparation steps:

  1. Configure the Ingress host names for Designer. Create 3 host names as shown below.
    The Blue service host name must contain the string blue, for example, designer.blue.genhtcc.com or designer-blue.genhtcc.com. The Green service host name must contain the string green, for example, designer.green.genhtcc.com or designer-green.genhtcc.com. The Blue/Green services can be accessed separately with the Blue/Green host names as shown in this example:
    designer.genhtcc.com (production host URL used for external access).
    designer.blue.genhtcc.com (URL for Blue service testing).
    designer.green.genhtcc.com (URL for Green service testing).
  2. Configure the host names in the designer-values.yaml file under ingress. Annotations and paths can be modified based on the requirement.
    For example,
    ingress:
    enabled: true
    annotations: {}
    paths: [/]
    hosts:
    - designer.genhtcc.com
    - designer.blue.genhtcc.com
    - designer.green.genhtcc.com
  3. Configure the Ingress host names for DAS. Create 3 host names as shown below.
    The Blue service host name must contain the string blue, for example, das.blue.genhtcc.com or das-blue.genhtcc.com. The Green service host name must contain the string green, for example, das.green.genhtcc.com or das-green.genhtcc.com. he Blue/Green services can be accessed separately with the Blue/Green host names as shown in this example:
    das.genhtcc.com (the production host URL used for external access).
    das.blue.genhtcc.com (URL for Blue service testing).
    das.green.genhtcc.com (URL for Blue service testing).
  4. Configure the host names in the das-values.yaml file under ingress. Annotations and paths can be modified based on the requirement.
    For example,
    ingress:
    enabled: true
    annotations: {}
    paths: [/]
    hosts:
    - das.genhtcc.com
    - das.blue.genhtcc.com
    - das.green.genhtcc.com

8.2.2 Designer deployment process

Initial deployment

The resources's ingress and persistent volume claims (PVC) must be created initially before deploying the Designer service as these resources are shared between the Blue/Green services and must be created at the very beginning of the deployment. They will not be needed for subsequent upgrades. The required values are passed using the SET command as shown below or by modifying the values.yaml file.

  1. Create Persistent Volume Claims required for the Designer service (assuming the volume service name is designer-volume):
    helm upgrade --install designer-volume -f designer-values.yaml designer-9.0.xx.tgz --set deployment.strategy=volume
    Note: The overrides passed as an argument to the above helm upgrade command:
    deployment.strategy=volume - indicates that this helm install will create persistent volume claim.
  2. Create ingress rules for the Designer service (assuming the ingress service name is designer-ingress):
    helm upgrade --install designer-ingress -f designer-values.yaml designer-9.0.xx.tgz --set deployment.strategy=ingress --set-string deployment.color=green
    Note: The overrides passed as an argument to the above helm upgrade command:
    deployment.strategy=ingress - indicates that this helm install will create ingress rules for the Designer service.
    deployment.color=green - indicates that the current production instance (active) color is Green.
  3. Deploy the Designer service to the color selected in step 2. In this case, Green is selected and assuming the service name is designer-green:
    helm upgrade --install designer-green -f designer-values.yaml designer-9.0.xx.tgz --set deployment.strategy=service --set desImage.tag=9.0.1xx.xx.xx --set-string deployment.color=green
    Note: The overrides passed as an argument to the above helm upgrade command:
    deployment.strategy=service - indicates that the Designer service will be installed.
    desImage.tag=9.0.1xx.xx.xx - indicates the Designer version to be installed, for example, 9.0.116.07.10.
    deployment.color=green - indicates that the Green color service will be installed.

Upgrade non-production color

  1. Identify the current production color by checking the Designer ingress rules (kubectl describe ingress designer-ingress). Green is the production color in the below example as the production host name points to the Green service.
    Upgrade Non-Production Color.png
  2. Deploy the Designer service into the non-production color. In the above example, Blue is the non-production color (assuming the service name is designer-blue):
    helm upgrade --install designer-blue -f designer-values.yaml designer-9.0.xx.tgz --set deployment.strategy=service --set desImage.tag=9.0.1xx.xx.xx --set-string deployment.color=blue
    Note: The overrides passed as an argument in the above helm upgrade:
    deployment.strategy=service - indicates that the Designer service will be installed.
    desImage.tag=9.0.1xx.xx.xx - indicates the Designer version to be installed, for example, 9.0.116.08.12.
    deployment.color=blue - indicates that the Blue color service will be installed.
  3. The non-production color can be accessed with the non-production host name (for example - designer.blue.genhtcc.com), any testing can be done using this URL.

Cutover

Once testing is completed on the non-production color, traffic can be moved to the new version by updating the ingress rules.

  1. Update the Designer Ingress with the new deployment color by running the below command (in this case, Blue is the new deployment color, that is, the non-production color):
    helm upgrade --install designer-ingress -f designer-values.yaml designer-9.0.xx.tgz --set deployment.strategy=ingress --set-string deployment.color=blue
    Note: The overrides passed as an argument to the above helm upgrade command:
    deployment.strategy=ingress - indicates that this helm install will create ingress rules for the Designer service.
    deployment.color=blue - indicates that the current production (active) color is Blue.
  2. Verify the ingress rules by executing the command kubectl describe ingress designer-ingress. The production host name should point to the new color service.

Workspace upgrade

Workspace resources must be upgraded after cutover. This will upgrade the system resources in the Designer workspace.

  1. Log in to one of the Designer pods with the command: kubectl exec -it <pod_name> bash.
  2. Execute the migration command (this will create new directories/new files introduced in the new version):
    node ./bin/cli.js workspace-upgrade -m -t <contact_center_id>
  3. Execute the workspace resource upgrade command (this will upgrade system resources, such as system service PHP files, internal audio files, and callback resources):
    node ./bin/cli.js workspace-upgrade -t <contact_center_id>
    contact_center_id is the contact center ID created in GWS for this tenant. The workspace resources are located within the contact center ID folder (/workspaces/<ccid>/workspace).
    Important
    The above steps - upgrade non production color, cutover, and workspace upgrade will also be used for further upgrades.

Flowsettings.json update

Post deployment, the flowsettings.json file can be modified via helm install using the below steps:

  1. Download the current flowsettings.json file from the location: <workspace>/designer/flowsettings.json.
  2. Modify the necessary settings (refer to section 5.4 Configuration settings reference table).
  3. Create a new YAML file, for example, flowsettings.yaml.
  4. Copy and paste the above modified flowsettings.json content in the new flowsettings.yaml file:
    flowsettings: <paste the entire flowsettings.json content>
    For example:
    flowsettings: {
    port:8888,
    usehtcc:true,
    htccserver:gws-int-genhtcc.com,
    htccport:80,
    ....
    ....
    }
  5. Run the below helm upgrade command on the non-production color service. It can be done as part of Designer upgrade by passing the flowsettings.yaml in the extra argument --values. In this case, the new Designer version can be used for the upgrade. If it is only a flowsettings.json update, the same Designer version will be used.
    helm upgrade --install designer-blue -f designer-values.yaml designer-9.0.xx.tgz --set deployment.strategy=service --set desImage.tag=9.0.1xx.xx.xx --set-string deployment.color=blue --values flowsettings.yaml
    The non-active color Designer will have updated settings after the above upgrade.
  6. Once testing is completed on the non-production service, perform the cutover steps as mentioned in the Cutover section. Now, the production service will contain the changed settings.

Rollback

  • If any blocking issues are noticed in the current production service, traffic can be rolled back to the previous active color by updating the ingress rules:
    helm upgrade --install designer-ingress -f designer-values.yaml designer-9.0.xx.tgz --set deployment.strategy=ingress --set-string deployment.color=green
    Rollback of workspace resources is generally not required as the workspace resources shipped with Designer are backward and forward compatible. If required, the workspace can be upgrade from the old version, but it is not necessary. Future new version upgrades must run the workspace upgrade as per the normal process.
    Rollback of applications and shared modules is also not required as these resources are also backward and forward compatible with Designer.

8.2.3 DAS deployment process

Initial deployment

The ingress must be created initially before deploying the DAS service as it is shared between the Blue/Green services and must be created at the very beginning of the deployment. It will not be needed for subsequent upgrades. The required values are passed using the SET command as shown below or by modifying the values.yaml file.

  1. Create ingress rules for the Designer service (assuming the ingress service name is das-ingress):
    helm upgrade --install das-ingress -f das-values.yaml das-9.0.xx.tgz --set deployment.strategy=ingress --set-string deployment.color=green
    Note: The overrides passed as an argument to the above helm upgrade command:
    deployment.strategy=ingress - indicates that this helm install will create ingress rules for the DAS service.
    deployment.color=green - indicates that the current production instance (active) color is Green.
  2. Deploy the DAS service to the color selected in step 1. In this case, Green is selected and assuming the service name is das-green:
    helm upgrade --install das-green -f das-values.yaml das-9.0.xx.tgz --set deployment.strategy=service --set dasImage.tag=9.0.1xx.xx.xx --set-string deployment.color=green
    Note: The overrides passed as an argument to the above helm upgrade command:
    deployment.strategy=service - indicates that the DAS service will be installed.
    dasImage.tag=9.0.1xx.xx.xx - indicates the DAS version to be installed, for example, 9.0.111.04.4.
    deployment.color=green - indicates that the Green color service will be installed.

Upgrade non-production color

  1. Identify the current production color by checking the DAS ingress rules (kubectl describe ingress das-ingress). Green is the production color in the below example as the production host name points to the Green service.
    Upgrade non-production color - DAS.png
  2. Deploy the DAS service into the non-production color. In the above example, Blue is the non-production color (assuming the service name is das-blue):
    helm upgrade --install das-blue -f das-values.yaml das-9.0.xx.tgz --set deployment.strategy=service --set dasImage.tag=9.0.1xx.xx.xx --set-string deployment.color=blue
    Note: The overrides passed as an argument to the above helm upgrade command:
    deployment.strategy=service - indicates that the DAS service will be installed.
    dasImage.tag=9.0.1xx.xx.xx - indicates the DAS version to be installed , for example, 9.0.111.05.5.
    deployment.color=blue - indicates that the Blue color service will be installed.
  3. The non-production color can be accessed with the non-production host name (for example - das.blue.genhtcc.com), any testing can be done using this URL.

Cutover

Once testing is completed on the non-production color, traffic can be moved to the new version by updating the ingress rules.

  1. Update the DAS Ingress with the new deployment color by running the below command (in this case, Blue is the new deployment color, that is, the non-production color):
    helm upgrade --install das-ingress -f das-values.yaml das-9.0.xx.tgz --set deployment.strategy=ingress --set-string deployment.color=blue
    Note: The overrides passed as an argument to the above helm upgrade command:
    deployment.strategy=ingress - indicates that this helm install will create ingress rules for the DAS service.
    deployment.color=blue - indicates that the current production (active) color is Blue.
  2. Verify the ingress rules by running the command kubectl describe ingress das-ingress. The production host name should point to the new color service.
    Important
    The above steps - upgrade non production color and cutover will also be used for further upgrades.

Rollback

If any blocking issues are noticed in the current production service, traffic can be rolled back to the previous active color by updating the ingress rules:

helm upgrade --install das-ingress -f das-values.yaml das-9.0.xx.tgz --set deployment.strategy=ingress --set-string deployment.color=green

8.3 Rolling upgrade

A rolling upgrade is not recommended. Use the Blue/Green upgrade procedure.

8.4 Uninstall

To uninstall a service/volume/ingress rules:

helm uninstall <service-name>

9. Enabling optional features

9.1 Enable Designer Analytics and Audit Trail

Post Designer deployment, features such as Analytics and Audit Trail can be enabled by performing the below steps.
Important
Ensure Elasticsearch is deployed before proceeding.

9.1.1 Designer changes

  1. Configure the following settings in flowsettings override (flowsettings.yaml) - Refer to section 5.4 Configuration settings reference table for option descriptions.
    • enableAnalytics: true
    • enableESAuditLogs: true
    • esServer
    • esPort
    • esUrl
  2. Configure the below setting in the DesignerEnv transaction list:
    ReportingURL in the reporting section.
  3. Perform the steps in the Flowsettings.json update section (8.2.1 Designer deployment process).

9.1.2 DAS changes

  1. Configure the following settings in the helm das-values.yaml file. Refer to the 4.2 DAS deployment settings section for setting descriptions.
    dasEnv.envs.DAS_SERVICES_ELASTICSEARCH_ENABLED = true
    dasEnv.envs.DAS_SERVICES_ELASTICSEARCH_HOST
    dasEnv.envs.DAS_SERVICES_ELASTICSEARCH_PORT
  2. Perform the steps in the Upgrade non production color section (8.2.2 DAS deployment process). The same DAS version running in production can be used for the upgrade.
  3. Perform the steps in the Cutover section (8.2.2 DAS deployment process).

10. Cleanup

10.1 Elasticsearch maintenance recommendations

To help you better manage your indexes and snapshots, and to prevent too many indexes from creating an overflow of shards, Genesys recommends that you set up a scheduled execution of Elasticsearch Curator with the following two actions:

  • Delete indexes older than the given threshold according to the index name and mask.
    • sdr-* (3 months)
    • audit-* (12 months)
  • Make a snapshot of each index:
    • sdr-* (yesterday and older)
    • audit-*
    • kibana-int-*

11. Limitations

Designer currently supports multi-tenancy provided by the tenant Configuration Server. That is, each tenant should have a dedicated Configuration Server, and Designer can be shared across the multiple tenants.