385 lines
16 KiB
Plaintext
385 lines
16 KiB
Plaintext
################ UPGRADE
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NOTE: Upgrading from 2.0.2 to 2.0.3 is below the first section
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NOTE: Upgrading from 2.0.1 to 2.0.2 is in the middle section
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NOTE: Upgrading from 1.1.12-3 to 2.0.1 is at the bottom
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########## UPGRADING FROM 2.0.4 TO 2.0.4.1 ##########
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1. install new files:
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perl ./install.pl
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NOTES: If you have customized any scripts in the bin or agi folders,
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then make sure you back them up before running the install.pl script.
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This script will replace existing files in the astguiclient installation.
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2. NO DATABASE UPDATES NEEDED FROM 2.0.4 RELEASE
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3. Audio recording mixing/compression/ftping scripts have been completely
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rewritten and separated into different scripts for better fault
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tolerance. Also, you have the option of compression in to the following
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formats: WAV, GSM, MP3 and OGG
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- AST_CRON_audio_1_move_mix.pl
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- AST_CRON_audio_1_move_VDonly.pl
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- AST_CRON_audio_2_compress.pl
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- AST_CRON_audio_3_ftp.pl
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4. Created a new script to backup a VICIDIAL setup, including the Asterisk conf
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files, prompt recordings, bin, agi and web files:
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ADMIN_backup.pl
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5. Several bug fixes in agent logging and Remote Agents functions
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6. Added ip_relay to allow for loopback IAX trunks that make true blind monitoring possible for all agents no matter their phone type 0860XXXX.
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########## UPGRADING FROM 2.0.3 TO 2.0.4 ##########
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1. install new files:
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perl ./install.pl
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NOTES: If you have customized any scripts in the bin or agi folders,
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then make sure you back them up before running the install.pl script.
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This script will replace existing files in the astguiclient installation.
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2. upgrade the MySQL asterisk database:
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mysql
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use asterisk
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\. /path/from/root/extras/upgrade_2.0.4.sql
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quit
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NOTE: If you do not use the standard "cron" database login, you will
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need to add "LOCK TABLES" to the permissions to your db login
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3. add the "server_reports" directory to your Web Path:
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mkdir $PATHweb/vicidial/server_reports/
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chmod 0777 $PATHweb/vicidial/server_reports/
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4. A new set of changes have been made to the statuses sections in the admin.php
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pages allowing for categorizing statues and modifying them without delete.
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Also, the gathering of a tally of the statuses in these categories is
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now available on the timeonVDADall scripts.
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5. The admin.php interface has had more sections broken into sub-sections for
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easier management and rapid modifications.
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6. Added option for shorter enter and leave sounds(done during Asterisk build)
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BASE/SCRATCH_INSTALL or extras/Changed_meetme_sounds for more details
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7. Added optional patch to meetme in Asterisk 1.2.X that will allow for better
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DTMF passthru. Need to use the "F" flag to enable on Meetme in
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extensiosn.conf. Feature is backported from Asterisk 1.4.X
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8. REQUIRED! Changed the FastAGI_log process to consolidate the "h" exten hangup
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process into one executed function instead of two. Because of this, the
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h exten needs to be changed to only the following:
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exten => h,1,DeadAGI(agi://127.0.0.1:4577/call_log--HVcauses--PRI-----NODEBUG-----${HANGUPCAUSE}-----${DIALSTATUS}-----${DIALEDTIME}-----${ANSWEREDTIME}))
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9. Moved the audio transfer script and report generating scripts settings to
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/etc/astguiclient.conf settings file. FTP and reports login info.
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10. Added agent alert, music-on-hold and several other parameters to inbound
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groups. Make sure you have musiconhold working properly before using
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in production.
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11. REQUIRED CHANGE! in your dialplan you must now add lines for load balancing
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even if you only have one server, and you must also have lines with the
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7 prefix for silent insertion into the meetme conference:
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exten => _010*010*010*015*8600XXX,...
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exten => _010*010*010*015*8600XXX*.,...
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exten => _010*010*010*015*78600XXX,...
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exten => _010*010*010*015*78600XXX*.,...
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exten => _78600XXX*.,1,AGI(agi-VDADfixCXFER.agi)
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See LOAD_BALANCING.txt and extensions.conf.sample for more information
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12. Inbound, Blended and Closer-type campaigns are no longer required to have
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campaign_id incude specific words or characters to be treated as such.
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There is now a new campaign_allow_inbound field where this is set.
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13. Call distribution by agent ranking per in-group and total calls to in-group
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14. Added ability to copy the settings campaigns, users and in-groups to new records
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15. REQUIRED CHANGE! Old inbound and Closer AGI scripts have all been consolidated
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into a single script: agi-VDAD_ALL_inbound.agi
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Please look at the script header or the SCRATCH_INSTALL doc for more
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info on how to alter your extenions.conf to use the new script.
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The old agi-VDAD_closer... scripts have all been depricated and moved
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to the extras/old_agi/ directory.
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16. AST_agent_performance_detail.php report script has been completely rewritten
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17. REQUIRED CHANGE! If you use Fronter/Closer campaigns where an agent is sending
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calls to a closer, you will need to define the new "Default Transfer Group"
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field with the inbound group that you want to take the calls. Transfers
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are now allowed from a list of definable in-groups that you have to set
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in the campaign detail screen.
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18. In the vicidial.php code, you can now modify the size of the elements on the
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screen using the BROWSER_HEIGHT and BROWSER_WIDTH variables.
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########## UPGRADING FROM 2.0.2 TO 2.0.3 ##########
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1. install new files:
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perl ./install.pl
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NOTES: If you have customized any scripts in the bin or agi folders,
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then make sure you back them up before running the install.pl script.
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This script will replace existing files in the astguiclient installation.
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2. upgrade the MySQL asterisk database:
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mysql
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use asterisk
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\. /path/from/root/extras/upgrade_2.0.3.sql
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quit
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3. The server_stats.php has been merged into the vicidial/admin.php page
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4. Width of the admin.php screen, and the color and size of the headers are all
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now definable by variables at top of the admin.php script.
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5. Dial Override checkbox added to the campaign modification screen of admin.php
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to force manual dial_level changes in ADAPT dialing modes.
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6. Behaviour of HotKeys in manual dial mode has changed to automatically go on
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to the next lead when a HotKey is pressed.
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7. It is now possible for agents to dial alternate phone numbers using only
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HotKeys if ALTPH2 and/or ADDR3 are added to a campaign's hotkeys.
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8. You can now use BLEND/INBND/*_C/*_B/*_I to define a campaign a a CLOSER
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campaign capable of taking inbound calls.
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9. In Auto-dialing campaigns(RATIO and ADAPT) you can now configure the dialer
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to dial up to two alternate numbers per lead automatically, as well as
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defining the statuses that you want to do this for. More info about
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this feature in the ALTERNATE_NUMBER_DIALING.txt doc.
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10. Added ability to send multiple concurrent transfers at once to agents in
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outbound campaigns. This will greatly benefit larger VICIDIAL
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installations by decreasing the time it takes for a call to get to an
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agent once answered after a large queue backup. This is defaulted to
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AUTO, but can be forced to a set number. This is the Concurrent
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Transfers option in the Campaign Modification page.
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11. New optimized code for AST_manager_send.pl and AST_send_action_child.pl.
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Thanks to Lott Caskey for the code contribution
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12. The field user_group has been added to several log tables to allow for
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better tracking of stats by user groups. Several reports now offer
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user group display options.
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13. VERY IMPORTANT!!! Make sure the php.ini setting for memory_limit is set to
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a minimum of 12M, we recommend 48M:
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memory_limit = 48M
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Some of the scripts have grown in size and need more memory to run
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properly on some systems.
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14. Added ability to control access to each admin section by vicidial_users.
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This includes a view_reports settings to restrict access to all of the
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reports scripts.
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15. Added Agent Pause Codes that are definable per campaign and allows the
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agent to select what they are doing when they are in pause time.
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16. Added optional Asterisk-compatible queue_log logging for QueueMetrics
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compatibility. See the QUEUEMETRICS.txt doc for more information
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17. RECOMMENDATION - If you are calling in the USA, you should add the
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"--postal-code-gmt" flag to your adjust GMT script in the crontab to
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more accurately assign timezones to your leads.
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18. Changed dial statuses to use dynamic number of dial statuses instead of
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static dial_status_x fields.
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19. Added Mute/UnMute ability to vicidial.php agent screen. To use, you must
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have the _X18600XXX and _X28600XXX entries in your extensions.conf
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20. Added basic sipsak display on compatible SIP devices for VICIDIAL activity.
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21. Tested with Asterisk 1.2.16 and 1.2.17, new patch for meetme volume controls
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for those two versions, see SCRATCH_INSTALL for more info.
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22. Added HOME link to the admin web page that goes to a configurable web address.
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########## UPGRADING FROM 2.0.1 TO 2.0.2 ##########
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1. install new files:
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perl ./install.pl
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NOTES: If you have customized any scripts in the bin or agi folders,
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then make sure you back them up before running the install.pl script.
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This script will replace existing files in the astguiclient installation.
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/etc/astguiclient.conf has new variables for new functionality including:
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- new ADMIN_keepalive_ALL process settings
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- FastAGI_log server settings
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and comments are added to the astguiclient.conf file
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2. upgrade the MySQL asterisk database:
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mysql
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use asterisk
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\. /path/from/root/extras/upgrade_2.0.2.sql
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quit
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/usr/share/astguiclient/ADMIN_area_code_populate.pl
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The Daylight Savings Time scheme for the USA and Canada has been
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updated for the 2007 changes. Also, Brazil DST has been added.
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Another addition on this topic is the addition of USA zipcode
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GMT offset list that allows for more accurate timezone lookups.
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3. The astguiclient web directory has been removed and the
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astguiclient/admin.php functions have been merged into the
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vicidial/admin.php page
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4. You can now define trunks for use only by specific campaigns. See the help
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in the vicidial/admin.php server modification page under the
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VICIDIAL SERVER TRUNKS section.
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5. Agents now have the ability to control volume levels for any call in their
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meetme room directly from the vicidial.php page. This only works on
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Asterisk 1.2.7.1, 1.2.12.1, 1.2.13 or SVN_1.2 and the meetmeadmin_volume_control.patch
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patch must be applied as described in the SCRATCH_INSTALL. Also, a few
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lines must be added to the extensions.conf for this to work:
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(_X48600XXX, _X38600XXX, 8300 [see docs/conf_examples/extensions.conf.sample])
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6. Multiple ADMIN_keepalive scripts have been replaced with a single script
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ADMIN_keepalive_ALL.pl
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Remove all other ADMIN keepalive entries in your crontab and replace
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with this one:
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### keepalive script for astguiclient processes
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* * * * * /usr/share/astguiclient/ADMIN_keepalive_ALL.pl
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NOTE: the scripts to be kept alive are to be defined in the astguiclient.conf file
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7. FastAGI replacement for call_log and VD_hangup AGI scripts:
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FastAGI_log.pl - requires cpan module Net::Server to run
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If you want to use it, read the comments at the top of the script
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Look at the docs/conf_examples/extensions.conf.sample file for examples
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of how to use this new feature in your dialplan
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- cpan
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- install Net::Server
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8. Fix for unregistered SIP trunks (thanks to Chris Doyle):
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look at the bottom of the docs/conf_examples/extensions.conf.sample
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file for examples of what to put in your extensions.conf file to get
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VICIDIAL auto dialing to work with non-registered SIP trunks. remember
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to put sip-silence.gsm in your /var/lib/asterisk/sounds/ directory.
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9. Added new campaign summary screen and reformatted the timeonVDADall report:
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A summary screen with all of the call information for every active
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campaign for the day. reformatted campaign Realtime report with new
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colors and other display options.
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10. Added new script to change the server_ip entries when a machine changes IPs
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The ADMIN_update_server_ip.pl script can be used to update your server's
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IP address within all vicidial database tables and config files from
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this one script. This can even be run in the crontab if you are on
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a DHCP service and need to modify your IP address often
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11. Added new script to allow for dial-out-only(no agents on the server)
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VICIDIAL servers as well as balance dialing where a server with
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available trunk lines can dial lines for another server that does not
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have enough lines to dial for it's dial_level. AST_VDauto_dial_FILL.pl
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script is only for multi-server systems and is started from new
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ADMIN_keepalive_ALL.pl script with option 7 in astguiclient.conf
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12. Added the ability to restrict agent logins by user group to a specific set
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of campaigns. This is definable in the USER GROUPS section of admin.php.
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You must make sure that your admin login is in a user group and that
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the selected user group has the allowable campaigns set to ALL
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CAMPAIGNS to be able to view and modify all campaigns in the system.
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13. Added lead_id and user fields to the recording_log, along with cross-
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reference links in several admin web pages for these.
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14. Changed Drop percentage to be out of Answered calls for FTC compliance.
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15. Tested new asterisk-perl module (0.09) and found that it is NOT compatible.
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Please make sure you use asterisk-perl-0.08 ONLY.
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########## UPGRADING FROM 1.1.12-3 TO 2.0.1 ##########
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If you are upgrading to the 2.0 code tree from the 1.1.12-3 release there have
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been several changes made to the code base and to where some files are stored in
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the release as well as on your machine.
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1. upgrade the MySQL Asterisk database:
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mysql
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use asterisk
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\. /path/from/root/extras/upgrade_2.0.1.sql
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quit
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2. use the new installer for astguiclient-VICIDIAL files:
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NOTE: this new script is interactive with prompts. this script will
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create the new /etc/astguiclient.conf settings file that replaces the
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old AST_SERVER_conf.pl file that has been removed. Also, this settings
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file is used by dbconnect.php scripts so no need to manually edit them
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perl install.pl
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3. Make sure you have MySQL clientlibs installed:
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Because all perl script now use DBI instead of Net::MySQL you need to make sure
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that you have at least the MySQL client installed on all VICIDIAL servers even
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if the MySQL server is installed on another machine. You can skip this step if
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MySQL server is already on your VICIDIAL server:
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Go to http://www.mysql.com/ and download the mysql package
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- to install this directly on the command line type:
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- cd /usr/local
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- wget http://mirror.trouble-free.net/mysql_mirror/Downloads/MySQL-4.0/mysql-4.0.27.tar.gz
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- gunzip mysql-4.0.27.tar.gz
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- tar xvf mysql-4.0.27.tar
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- cd mysql-4.0.27
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- groupadd mysql
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- useradd -g mysql mysql
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- "./configure --prefix=/usr/local/mysql --without-server --enable-shared=yes --with-readline"
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- make
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- make install
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- you are done
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4. New MySQL perl modules:
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You will need to make sure that you have installed the following perl modules:
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DBI (top-level Database interface module "install DBI")
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DBD::mysql (MySQL-specific interface through DBI "force install DBD::mysql")
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5. new predictive dialing crontab entry:
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If you will be using the new predictive dialing functions you need to make sure
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you have the keepalive for this function loaded in your crontab:
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NOTE: this only needs to be on a single server if you are in a multiple
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VICIDIAL server setup.
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### keepalive script for VICIDIAL predictive script
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* * * * * /usr/share/astguiclient/ADMIN_keepalive_AST_VDadapt.pl
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6. all old crontab entries and /home/cron files
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All of your old crontab entries need to be changed from /home/cron to
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/usr/share/astguiclient if you choose the default installation path. You can
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manually set the path to /home/cron if you like though since the home path is
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now dynamic in all vicidial perl(.pl) scripts. If you do choose to use the new
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default path, you can delete everything in the /home/cron directory if you like
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7. old /etc/rc.d/rc.local entries
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Be sure to change your /etc/rc.d/rc.local entries(the commands that are run at
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system boot to start asterisk and other scripts like log rolling) and change the
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/home/cron path to the new /usr/share/astguiclient path.
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8. other notes:
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- there is a new DIAL METHOD field and several other new dial-control fields
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in campaign modification page, please take a minute to read the help
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documentation for these new features.
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