Deploy GCXI

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This topic is part of the manual Genesys Customer Experience Insights Private Edition Guide for version Current of Reporting.

Learn how to deploy Genesys Customer Experience Insights (GCXI).

Important
Review Before you begin deploying GCXI for the full list of prerequisites required to deploy GCXI.

Prepare to deploy GCXI

Before you begin, ensure that:

  • You are logged in to your OpenShift or GKE cluster.
  • For HA deployments, at least two worker nodes are available for GCXI pods.
  • Each Worker machine meets the following minimum requirements:
    • 64-bit compatible CPU architecture. (2 or more CPUs).
    • 10 GB for each GCXI container, and 2 GB for the PostgreSQL container. Production deployments commonly reserve 16 – 64 GB RAM for each container.
    • 40 GB of available disk space, if you are loading images from a repository.
  • Helm-3 is installed on the host where the deployment will run.
  • Images gcxi and gcxi_control are properly tagged and loaded on the registry. During deployment, OpenShift pulls the images from the registry to each OpenShift worker node.
  • On each worker node, values are set for kernel.sem and vm.max_map_count, as required by MicroStrategy. For example:
    echo "kernel.sem = 250 1024000 250 4096" >> /etc/sysctl.conf echo "vm.max_map_count = 5242880" >> /etc/sysctl.conf sysctl -p
Mount Name Mount Path (inside container) Description Access Type Default Mount Point on Host (can be changed through values; these directories MUST pre-exist on your host to accommodate the local provisioner) Shared across Nodes? Required Node Label (applies to deafult Local PVs setup)
PVCs required by GCXI
gcxi-backup /genesys/gcxi_shared/backup Backups

Used by control container / jobs.

RWX /genesys/gcxi/backup

Can be overwritten by: Values.gcxi.local.pv.backup.path

Not necessarily. gcxi/local-pv-gcxi-backup = "true"
gcxi-log /mnt/log MSTR logs

Used by main container. The Chart allows log volumes of legacy hostPath type. This scenario is the default.

RWX /mnt/log/gcxi

subPathExpr: $(POD_NAME)

Can be overwritten by:

Values.gcxi.local.pv.log.path

Must not be shared across nodes. gcxi/local-pv-gcxi-log = "true"

Node label is not required if you are using hostPath volumes for logs.

gcxi-postgres /var/lib/postgresql/data Meta DB volume

Used by Postgres container, if deployed.

RWO /genesys/gcxi/shared

Can be overwritten by: Values.gcxi.local.pv.postgres.path

Yes, unless you tie PostgreSQL container to a particular node. gcxi/local-pv-postgres-data = "true"
gcxi-share /genesys/gcxi_share MSTR shared caches and cubes.

Used by main container.

RWX /genesys/gcxi/data subPathExpr: $(POD_NAME)

Can be overwritten by: Values.gcxi.local.pv.share.path

Yes gcxi/local-pv-gcxi-share = "true"

Creating PVCs

Genesys recommends either of the following methods to create PVCs:

Create PVcs in advance

You can create PVCs in advance, and simply configure the names in the values override file, for example:

pvc:
    log:
      volumeName: gcxi-log-pv
    backup:
      volumeName: gcxi-backup-pv
    share:
      volumeName: gcxi-share-pv
    postgres:
      volumeName: gcxi-postgres-pv

Create PVCs using Helm

You can configure the storage class name in the values override file, and let Helm create the PVCs, for example:

pvc:
    backup:
      capacity: 1Gi
      # if gcxi.deployment.deployLocalPV == true, this defaults to gcxi.storageClass.local.name
      # otherwise must be set explicitly
      storageClassName: azure-files-retain #storage class name
      volumeName:
    log:
      capacity: 1Gi
      hostPath: /mnt/log/gcxi
      # if gcxi.deployment.deployLocalPV == true, this defaults to gcxi.storageClass.local.name
      # otherwise must be set explicitly
      storageClassName: azure-files-retain #storage class name
      volumeName:
    postgres:
      capacity: 1Gi
      # if gcxi.deployment.deployLocalPV == true, this defaults to gcxi.storageClass.local.name
      # otherwise must be set explicitly
      storageClassName: azure-files
      volumeName:
    share:
      capacity: 1Gi
      # if gcxi.deployment.deployLocalPV == true, this defaults to gcxi.storageClass.local.name
      # otherwise must be set explicitly
      storageClassName: azure-files-retain
      volumeName:

Install GCXI

The following procedures describe example steps to deploy GCXI with OpenShift or GKE. The exact steps required will vary for your environment.

1. Prepare for deployment

Complete the following steps to prepare the environment, and gather files needed for deployment.

Contents of the Helm IP

Prerequisites

Within the the Genesys Customer Experience Insights package for the Docker Linux OS, look for the Helm installation package (IP) — a small TGZ file (for example gcxi-9.0.018.00.tgz) that contains the Helm files. You require these files to complete this procedure.

  1. On the host where the deployment will run, create a folder: helm.
  2. Copy the Helm installation package (for example gcxi-9.0.018.00.tgz) into the helm folder, and extract the archive into a subfolder called helm/gcxi.
  3. View the file helm/gcxi/Chart.yaml, and ensure that the appVersion is set to the desired GCXI version.
  4. Open the file helm/gcxi/values.yaml, and follow the instructions it provides to guide you in creating a new file, values-test.yaml with appropriate settings. Save the new file in the helm folder.
    For example, the following content in the values-test.yaml file is appropriate for a simple deployment with key parameters , ingress and with PersistentVolumes named gcxi-log-pv, gcxi-backup-pv, and gcxi-share-pv (which are deployed using PVCs required by GCXI). Create content in the values-test.yaml file that is appropriate for your environment:
    gcxi:
        env:
            GCXI_GIM_DB:
                 DSNDEF: DSN_NAME=GCXI_GIM_DB;DB_TYPE=POSTGRESQL;DB_TYPE_EX=PostgreSQL;HOST=gim_db_host;PORT=5432;DB_NAME=gim_db;LOGIN=;PASSWORD=;DRV_TYPE=JDBC;GCXI_QENGINE=ON
                 LOGIN: gim_login
                 PASSWORD: gim_password
     
            IWD_DB:
                DSNDEF: DSN_NAME=IWD_DB;DB_TYPE=POSTGRESQL;DB_TYPE_EX=PostgreSQL;HOST=iwd_db_host;PORT=5432;DB_NAME=dm_gcxi;LOGIN=;PASSWORD=;DRV_TYPE=JDBC;GCXI_QENGINE=ON
               LOGIN: iwd_login
               PASSWORD: iwd_password
        deployment:
           deployLocalPV: false
           useDynamicLogPV: false
           hostIPC: false
        replicas: 
           worker: 2
        pvc:
            log:
               volumeName: gcxi-log-pv
           backup:
                volumeName: gcxi-backup-pv
           share:
               volumeName: gcxi-share-pv
        ingress:
          # http path and annotations may be overriden for external and internal access separately
          annotations:
            nginx.ingress.kubernetes.io/affinity: cookie
            nginx.ingress.kubernetes.io/affinity-mode: persistent
            nginx.ingress.kubernetes.io/proxy-body-size: "50m"
            nginx.ingress.kubernetes.io/proxy-buffer-size: "8k"
            nginx.ingress.kubernetes.io/ssl-redirect: "false"
         domain:
           external:
             annotations:
             host: gcxi.<your-domain>
             tls:
               enabled: true
               secretName: gcxi-ingress-ext
           internal:
             annotations:
             host: gcxi-int.<your-domain>
             tls:
               enabled: true
               secretName: gcxi-ingress-int
           path: /


2. Deploy GCXI

Complete the following steps to deploy GCXI. This procedure provides steps for environments without LDAP — for environments that include LDAP (or other features not supported in values.yaml) you can pass container environment variables such MSTR_WEB_LDAP_ON=true using the gcxi.envvars file (for example: --set-file gcxi.envext=gcxi.envvars).

  1. Log in to Openshift or GKE cluster from the host where you will run deployment;
  2. For debug purposes, execute the following command to render templates without installing:
    helm template --debug -f values-test.yaml gcxi-helm gcxi/
    Kubernetes descriptors are displayed. The values you see are generated from Helm templates, and based on settings from values.yaml and values-test.yaml. Ensure that no errors are displayed; you will later apply this configuration to your Kubernetes cluster.
  3. To deploy GCXI, execute the following command:
    helm install --debug --namespace gcxi --create-namespace -f values-test.yaml gcxi-oc gcxi/
    This process takes several minutes. Wait until all objects are created and allocated, and the Kubernetes descriptors applied to the environment appear.
  4. To check the installed Helm release, execute the following command:
    helm list –n gcxi
  5. To check GCXI OpenShift objects created by Helm, execute the following command:
    kubectl get all -n gcxi
  6. This step is applicable only to OpenShift deployments. Complete the following action only if you have not enabled ingress in the values override file: To make GCXI accessible from outside the cluster, using the standard HTTP port. For production environments, Genesys recommends that you create secure routes as discussed on the OpenShift website. For testing or development environments, perform the following steps:
    1. Execute the following command to expose the gcxi service:
      oc expose service gcxi --port web --name web
    2. Execute the following command to verify that the new route is created in the gcxi project:
      oc get route -n gcxi
      Route information appears, similar to the following:
      NAME      HOST/PORT                            PATH   SERVICES   PORT      TERMINATION   WILDCARD
      web       web-gcxi.<host>                             gcxi       web                     None
      where <host> is the host name generated by OpenShift.
  7. Verify that you can now access GCXI at the following URL:
    http://web-gcxi.<host>/MicroStrategy/servlet/mstrWeb

Validate the deployment

Check to ensure that you can now view reports and dashboards.
Viewing Historical Reports
To view (or edit) the GCXI historical reports, open MicroStrategy Web by pointing your web browser to http://<servername>:<port>/MicroStrategy/servlet/mstrWeb*, where <servername>:<port> are the server name and port provided by your administrator.

Verify that an assortment of report folders are present (Agents, Business Results, Callback, and so on) and that each one contains one or more reports. Note that, before you can view a report, you must run the report in order to populate data. For more information, see Generate historical reports.

Maintenance and troubleshooting

Use the instructions in this section only if you encounter errors or other difficulties. Problems with the deployment are most often associated with the following three kinds of objects:

  • PVs
  • PVCs
  • pods

Use the following steps to examine events associated with these objects:

  1. To list the objects that might cause problems, execute the following commands:
    kubectl get pv -o wide
    kubectl get pvc -o wide -n gcxi
    kubectl get po -o wide -n gcxi
  2. Examine the output from each get command. If any of the objects have a non-ready state (for example, Unbound (PVCs only), Pending, or CrashLoop) execute the following command to inspect the object more closely using kubectl describe:
    kubectl describe <type> <name> For example: kubectl describe po gcxi-0
  3. In the describe output, inspect the section Events.
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