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UPGRADE
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UPGRADE
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################ UPGRADE
NOTE: Upgrading from 2.11 to 2.13 is below the first section
NOTE: Upgrading from 2.9 to 2.11 is below the first section
NOTE: Upgrading from 2.7 to 2.9 is below the first section
NOTE: Upgrading from 2.4 to 2.7 is below the first section
NOTE: Upgrading from 2.2.1 to 2.4 is below the first section
NOTE: Upgrading from 2.0.5 to 2.2.0 is below the second section
NOTE: Upgrading from 2.0.4 to 2.0.5 is below the third section
NOTE: Upgrading from 2.0.3 to 2.0.4 is below the fourth section
NOTE: Upgrading from 2.0.2 to 2.0.3 is below the fifth section
NOTE: Upgrading from 2.0.1 to 2.0.2 is in the next section
NOTE: Upgrading from 1.1.12-3 to 2.0.1 is at the bottom
########## UPGRADING FROM 2.13 TO 2.14 ##########
OPTIONAL STEPS(But highly recommended) - Backup existing system:
1. Run this for a 1-server system or server with database on it:
(this may take hours on large system)
/usr/share/astguiclient/ADMIN_backup.pl --debugX
2. Run this on dialer/Asterisk-only servers:
(do not run this if you only have one server):
/usr/share/astguiclient/ADMIN_backup.pl --debugX --without-db --without-web
REQUIRED STEPS!!!
1. Check system_settings, make sure you are at DB Schema Version 1478 or higher
If not, run the instructions for 2.11 to 2.13 before this section.
2. upgrade the MySQL asterisk database(you have two options):
A. Running the upgrade file directly from Linux:
mysql -f --database=asterisk < /path/from/root/extras/upgrade_2.14.sql
B. Going into mysql and executing the upgrade sql file:
mysql
use asterisk
\. /path/from/root/extras/upgrade_2.14.sql
quit
3. install new files:
perl ./install.pl
NOTES: If you have customized any scripts in the bin or agi folders,
then make sure you back them up before running the install.pl script.
This script will replace existing files in the astguiclient installation.
4. For each of your ViciDial servers, go the Admin -> Servers -> Modify Server
page and set each one to "Rebuild conf files = Y" and click submit.
This will rebuild the conf files to ensure any changes are updated.
5. On one server only, update your phone codes data:
/usr/share/astguiclient/ADMIN_area_code_populate.pl --purge-table --debug
OTHER CHANGES:
1. Added AST_inbound_export.pl script for in-group call data exports
2. Added cm_sc_areacode.agi script that allows you to use a Settings Container
with the script in a Call Menu to define different destinations for
customers from each state to go to: DID, CALLMENU, EXTEN
3. Added Agent DID Report
4. Added the ability for internal chats to have more than one agent participant
5. Added cm_phonesearch.agi script that can search for a phone number within the
system and redirect a call to an in-group that is defined as the Default
Transfer Group in a campaign that the lead belongs to. This must be
configured in a Call Menu
6. Added In-Group option to populate new leads with a DID descriptive value in
the province field of the new lead.
7. Added cm_sc_send_url.agi script for Call Menus on calls tied to a lead_id to
send a URL defined in a Settings Container.
8. Added phone_number_log Non-Agent API export function
9. Added api_only_user User option to prevent access to admin and agent screens
by an API-only user account.
10. Added logging of API request URLs
11. Added campaign setting for Dead Call to Dispo Only, to allow the Dead Call
Max Seconds setting to send the agent to the dispo screen
12. Added web lead loader duplicate check options to check for leads loaded only
within the last 90-days. Also added to Non-Agent API add_lead function.
13. Added Agent API function switch_lead to switch the active call lead_id while
the agent is on a live inbound phone call.
14. Added In-group areacode_filter feature, allowing you to drop calls after a
set number of seconds in queue that either match or do not match a list
of areacodes defined per in-group.
15. Added new DNC options to Manual Dial Filter campaign feature that are not
tied to the campaign DNC settings.
16. Changed Emergency Logout processes to hangup all agent session calls, and
added better logging
17. Changed Custom Fields of SCRIPT type to allow URLs and urlencoded variables
when using --U-- and --V-- to declare variables
18. Added option for custom list fields to be required for all calls or only
inbound calls. Will prevent agent hanging up call if field is not filled
in. Must also have campaign option enabled for it to work. Will work for
the following custom field types:
TEXT, AREA, DATE, SELECT, MULTI, RADIO, CHECKBOX
19. Added admin Automated Reports section, allowing easier web configuration of
scheduled reports being sent by Email or FTP.
20. Added campaign option to validate transfer agent list based upon which
AGENTDIRECT in-groups those agents had selected.
21. Added In-Group option to look up the state based upon the areacode of the
caller ID phone number of the person calling in.
22. Added CHAT option to Inbound Queue No Dial campaign setting to prevent
outbound auto-dialing if a chat is waiting for an agent
23. Added qualify option to phones for IAX type phones
24. Added Pause Code Time Limits to allow you to set a time limit on the number
of seconds an agent can be in a specific pause code before the real-time
report will show them in a different color.
25. Added Drop Lists feature, allowing you to add new leads to a list built from
DROPped calls from inbound groups on a scheduled basis.
26. Added USER_CUSTOM_ options to campaign custom callerID setting to allow for
custom caller IDs to be used per agent in MANUAL and INBOUND_MAN modes
27. Added IP Lists feature, allowing creating of lists of IP Addresses that can
be used as whitelists on a User Group basis for Agent, Admin and API
web resources.
28. Added campaign option(with user override) Ready Max Seconds Logout to log an
agent out of the agent screen if they have been in a ready state for
more than X seconds.
29. Added cm_fpg.agi script to allow callers to place their phone numbers into a
Filter Phone Group. Works from a Call Menu.
30. Added Inbound and Advanced Forecasting Reports. Both use the Erlang formulas
and past data to forecast agent and call metrics.
31. Added campaign option for Callbacks Display Days which can limit the
scheduled callbacks displayed to an agent by a number of days from now
32. Added campaign options to stop recording when a 3-way call is started and
start recording when the hangup xfer line button is clicked
33. Added start call URL feature support for manual dial calls
34. Added logging of Real-Time report monitoring, and report in Admin Utilities
35. Added Agent Push Events, allowing for HTTP Push events to be sent on agent
screen events. See the AGENT_EVENTS.txt doc for more details.
36. Added Add-to-hopper options to update_lead function in the Non-Agent API
37. Added basic one-way Cross-Cluster-Communication feature. Allowing for lead
information to pass from one VICIdial system to another with a call.
See the CROSS_CLUSTER_COMMUNICATION.txt document for more information.
38. Added Real-Time agent status of "DIAL" for agent manual dial calls after
they have been placed but before they have been answered.
39. Changed password fields to allow up to 100 character passwords. Also changed
password recommendations to emphasize length over complexity.
40. Added logging and notification of 3-way call hung up in agent screen.
41. Added URL logging of Agent Screen Webform button clicks and URLs
42. Added AST_agent_wait_check.pl script to send out emails if there are agents
waiting more than X seconds.
43. Added In-Group option to ask callers if they would take a survey after
agent has handled their call. Overrides agent HANGUP CUSTOMER button
to send call to survey instead.
44. Added system setting to allow Lead Management admin utilities to handle
active lists. Also changed Advanced Lead Management tool to allow
you to select multiple lists.
45. Added Inbound DID Summary Report
46. Added Agent Inbound Status Summary Report
47. Added experimental support for Asterisk 13. See the ASTERISK_13.txt doc
for notes on changes needed to get it to work.
48. Added System Settings option to set lists to inactive once they pass their
expiration date
49. NEW REQUIREMENT!!! Perl CPAN Net::Telnet version 3.0.4(April 21, 2013)
If you are using an older Net::Telnet version, you will need to upgrade!
this should take just two commands: "cpan" and "install Net::Telnet"
50. Added DID System-wide filter option to System Settings
51. Added DNC.COM inbound number filtering with DNCcom_inbound_filter.php
52. Added cm_cid_change.agi script to alter the CID of calls in the Call Menu
Prompt. Also, added ability for cm_dnc.agi to recognize Vicidial-tagged
calls and update lead records without lookups from a phone number
53. Added Webphone Layout option in Phones and override in User Groups
54. Added campaigns-scheduled_callbacks_email_alert option to send email alerts
to agents when scheduled callbacks are triggered while they are logged
in to the agent screen. Read the HELP for instructions to set up.
55. Added new Real-Time Whiteboard multi-report
56. Added the ability to include duplicate custom text fields in a custom fields
form in the agent screen.
57. Added Max Inbound Calls Outcome to allow for different behaviors when an
agent reaches their maximum inbound calls for the day
58. Added campaign option to allow agents to pause the Manual Dial Auto Next
feature
59. Added ability to display inbound email messages in Script tab scripts.
60. Added dispo_change_status.php script to allow changing of a lead's status
to a different status after it has been dispositioned as a specified
status a set number of times.
61. Added Agent Screen Time Report campaign option, to display agent time
statistics in the agent screen for the current day.
62. Added List Override setting for Default Transfer Group
63. Added lead_status_search Non-Agent API function
64. Added "Next-Dial My Callbacks" campaign setting that will automatically dial
USERONLY Scheduled Callbacks for agents in MANUAL or INBOUND_MAN
no-hopper campaigns when they click DIAL NEXT NUMBER in the agent screen
65. Added "Anyone Callback Inactive Lists" System Setting option to determine
how ANYONE scheduled callbacks from inactive lists should be handled.
66. Added "Inbound No-Agents No-Dial" Campaign setting, checks if any agents are
ready and waiting for phone calls from listed In-Groups before allowing
outbound auto-dialing.
67. Added new PRESS_CALLBACK_QUEUE option to Hold Time and Wait Time In-Group
settings, allowing for a customer to retain their place in line in the
queue and be called back when their turn is reached.
68. Added new Closed Time features to In-Groups that allow all calls in queue
to be presented with an option when the in-group closing time for the
day has been reached. Also, an option was added to manually force the
end of all queueing of calls for an in-group for the day.
69. Added dial_ingroup option to Agent API external_dial function.
70. Added In-Group option to look up timezone of customer when a new lead is
added during the routing of the call.
71. Added the Outbound Lead Source Report
72. Added basic GDPR features for lead activity download and delete. Must enable
System setting and user permission to use.
73. Added CID Groups, allowing for groups of caller IDs to be defined by state
or areacode, and allowing a single CID Group to be set across multiple
campaigns.
74. Added NO_READY option for no_agent_no_queue in-group feature.
75. Added campaign option "Script on top of Dispo" to allow the agent screen
script tab to cover the dispo screen after hanging up the customer to
allow for Agent-API-enabled IFRAMEs to control the agent dispo process.
77. Added feature to allow for bulk change of campaign and in-group ranks and
grades in the User Modify page.
76. Added "Admin Lead Source ID Display" System Settings option to allow Modify
Lead page modification of Source ID field, and display in hopper list.
77. Added LOCALFQDN trigger for webforms and script Iframes to allow for use of
absolute URLs on multi-home networks. See CALL_URL_FEATURES.txt doc.
78. Added update_did Non-Agent API function
79. Added pause code manager approval option, requires a manager to approve a
specific flagged pause code before the agent is allowed to use it in
their agent screen. Manager approves by entering their login credentials
into a window on the agent's screen.
80. Added DISPO_FILTER Settings Container option allowing for match-and-replace
function in Dispo Call URLs. See CALL_URL_FEATURES.txt doc for details.
81. Added populate_lead_vendor and populate_lead_source options for In-Groups.
82. Added In-Group option to override the Park Music-on-Hold.
83. Added SWITCH custom field type to put buttons on the agent FORM to allow for
the form to be switched while on an active call.
84. Rewrote HELP display in web admin screens to function as database-driven
javascript popup.
85. Added per-user options for maximum number of outbound manual dial hopper
calls per-hour and per-day.
86. Added In-Group option for Waiting Call On/Off URL, which we added to allow
a client to control a web-power-switch to turn lights on and off if
there are any calls waiting in an In-Group.
87. Added In-Group option for Enter In-Group URL, which can send a URL request
when a caller enters an In-Group right before the system looks for an
agent to send the call to.
88. Added Manual Dial Routing Initiated Recording, must enable setting at the
campaign level and have a 0 recording delay.
89. Added campaign features for Dead Call Trigger. Allowing an audio alert to be
sent to an agent and/or a back-end URL to be submitted when an agent has
been in a dead call for X number of seconds.
90. Added the ability for customers to be able to enter a new phone number to be
called back on for the CallerID CallBack Queue feature.
91. Added the new Callmenu Survey Report(linked as "Callmenu Agent" in Reports).
92. Added "Agent Screen Logout Link Credentials" System Setting to change the
agent screen logout page login link to not include user credentials.
93. Added new campaign feature to force agents to call back their triggered
USERONLY Scheduled Callbacks.
94. Added new campaign feature to automatically reschedule ANYONE callbacks when
they are dispositioned as a non-Human-Answered status flag status.
95. Added new campaign feature to allow agents to select a specific timezone to
use when scheduling callbacks. For this to work, the Phone Codes must be
updated on your system using the following command:
/usr/share/astguiclient/ADMIN_area_code_populate.pl --purge-table --debug
96. Added new 'force_fronter_leave_3way' Agent API function, allowing an API
command to be sent to the fronter of a call to leave-3way their call.
97. Added List Daily Reset Limit option, only editable by level 9 users.
98. Added 3-Way Volume Buttons campaign setting to allow disabling of volume
and mute buttons in the LIVE CALLS IN YOUR SESSION panel during a 3-way
call.
99. Added campaign setting to filter ANYONE Scheduled Callbacks by the DNC
settings set in the campaign
100. Added _wait_time options to Next Agent Call settings for Campaigns and
Inbound Groups.
101. Added External Web Socket URL option so a WebRTC phone can be used outside
a network if the Phone is set to Use External Server IP = Y
102. Added SYSTEM options to the campaign detail Manual Dial Filter feature
103. Added lead_callback_info Non-Agent API function, it outputs scheduled
callback data for a specific lead
104. Added Manual Dial Validation campaign and system settings, forces agent to
manually enter in the phone number before a call is placed. Does not
affect 3way calls or transfers.
105. Added alphabet letters translation to phone DTMF digits feature in Agent
Screen. For example, Putting "SMITH" in the SendDTMF field would result
in "76484" being sent over DTMF.
106. Added "force_fronter_audio_stop" Agent API function, allowing an API
command to be sent to the fronter session of a closer call to stop
playing of an audio_playback pre-recorded audio stream
107. Added options to define the static prompts to use for the Inbound Group
"Play Place in Line" feature
108. Added new web pages for mobile application
109. Added feature allowing agents to mute recordings of calls from the agent
screen. Must be enabled in System Settings to be able to use it in
campaigns. There is also a User Override option.
110. Added more options to the Campaign "Hide Call Log Info" feature to be able
to show only the last X number of calls in the Lead Info screen. Also
added a User Override setting for this feature.
########## UPGRADING FROM 2.11 TO 2.13 ##########
OPTIONAL STEPS(But highly recommended) - Backup existing system:
1. Run this for a 1-server system or server with database on it:
(this may take hours on large system)
/usr/share/astguiclient/ADMIN_backup.pl --debugX
2. Run this on dialer/Asterisk-only servers:
(do not run this if you only have one server):
/usr/share/astguiclient/ADMIN_backup.pl --debugX --without-db --without-web
REQUIRED STEPS!!!
1. Check system_settings, make sure you are at DB Schema Version 1403 or higher
If not, run the instructions for 2.9 to 2.11 before this section.
2. upgrade the MySQL asterisk database(you have two options):
A. Running the upgrade file directly from Linux:
mysql -f --database=asterisk < /path/from/root/extras/upgrade_2.12.sql
B. Going into mysql and executing the upgrade sql file:
mysql
use asterisk
\. /path/from/root/extras/upgrade_2.12.sql
quit
3. install new files:
perl ./install.pl
NOTES: If you have customized any scripts in the bin or agi folders,
then make sure you back them up before running the install.pl script.
This script will replace existing files in the astguiclient installation.
4. For each of your ViciDial servers, go the Admin -> Servers -> Modify Server
page and set each one to "Rebuild conf files = Y" and click submit.
This will rebuild the conf files to ensure any changes are updated.
5. On one server only, update your phone codes data:
/usr/share/astguiclient/ADMIN_area_code_populate.pl --purge-table --debug
OTHER CHANGES:
1. Added System Settings to allow custom prompts on agent login and when an
agent leaves a 3way call in the agent screen. Must Have Asterisk 1.8+
for it to work.
2. Added ability to use single-quotes in vicidial_list fields. Through the
agent screen and all lead import methods
3. Added option to populate the entry_list_id from the DID when routing to an
In-Group
4. Added agent screen webform 3 feature
5. Added user API restrictions for allowed lists and allowed API functions
6. Added web administration for chat features
7. Added new campaign settings for Manual Dial Search and Manual Dial Filter to
allow for Alt phone and Address3 phone numbers to be allowed
8. Added campaign option to disable the Manual Dial Override field
9. Added option to change the background color for agent scripts
10. Added option to hide the In-Group ID in the agent screen for inbound calls
11. Added option to not populate the In-Group Name in the security_phrase field
(the "Show" field) of the vicidial_list table on new inbound leads.
12. Added list_description as a webform and script variable
13. Added campaign option to allow you to set the number of seconds after a
customer hangs up before the warning shows on the agent screen
14. Added ability to use No Agent Call URL with the dispo_move_list.php script
see script comments for instructions.
15. Added DID options to check for a Maximum number of calls in queue in a set
In-Group and route the call to an extension if over the set number.
16. Added the ability to define multiple Dispo Call URLs as well as define
specific statuses that they will be triggered for.
17. Added compatibility in the Vicidial code for Asterisk 11.
18. Added database and logfile logging of DTMF events. Works with Asterisk
versions 1.8 and higher. If upgrading, you will need to add "dtmf" to
the listencron user in manager.conf and reload asterisk.
19. Added agent screen debug logging, which will log almost all mouse clicks
and AJAX calls on the agent screen. Can be enabled for all agents or
only one agent. Also added report to display logs by date/time. These
agent debug logs are deleted after 7 days.
20. Added agc/dispo_add_FPG.php script to be able to insert a phone number into
an inbound Filter Phone Group when set to a certain specific disposition
using the Dispo Call URL.
21. Added campaign option to display some lead fields as read-only in the agent
screen. Those fields are: entry_date,source_id,date_of_birth,rank,owner
22. Added option in the web-based lead loader to convert state names to their
two-letter abbreviations.
23. Added option to Secondary Lead Sort by vendor lead code
24. Added option to User Stats report to only show call logs with a specified
call status.
25. Added experimental Agent Whisper Monitoring from the Real-time Report.
Must be enabled in System Settings.
26. Added the ability in in-groups to set reset a lead's called status when a
call is ended by being abandoned, dropped, hung up or sent to voicemail
27. Added Admin -> Settings Containers to admin web interface to allow more easy
configuration of back end scripts and Dispo Email sending
28. Added agc/dispo_send_email.php script to be used with the Dispo Call URL
option in campaigns and in-groups. See DISPO_SEND_EMAIL.txt doc for
more information on this feature.
29. Added code to support proprietary encryption framework for custom fields.
30. Added new User Group options for Allowed Reports to control the Report Page
Servers Summary and the Admin Utilities Page
31. Added optional GPG audio recording encryption.
32. Added option to use RECID as a recording filename variable.
NOTE: Cannot be used as the ONLY variable for recording filename
33. Added functionality to adjust the input field lengths in the agent screen
and the admin modify lead pages to follow the database schema field
lengths for the default lead fields.
34. Added DID custom fields as webform and script variables
(did_custom_one, did_custom_two,..., did_custom_five)
35. Added option to hide users from appearing on real-time report. Must be
enabled in System Settings, then for each user to be hidden.
36. Added did_carrier_description, sorting by columns in DID list page, integer
sort for user list page.
37. Added logging of DNC list insertion and deletion to vicidial_dnc_log table
38. Added AST_DB_DNC_filter.pl script to allow filtering of existing DNC entries
39. Changed AC-CID to be able to use areacodes from 2 to 5 digits in length
40. Added admin web interface to allow for easy linking and display of custom
reports that are not included in Vicidial
41. Added Status Groups and the ability to override Campaign Statuses on a
per-In-Group or per-List basis
42. Added Minimum and Maximum Seconds options for all status settings. This
allows you to prevent the use of a status by an agent if they have
talked to a customer less than X seconds or more than Y seconds.
43. Added the system setting USA-Canada Phone Number Dialcode Fix which will
trigger a process that will run at the Timeclock End of Day that will
check all phone numbers to populate the dial code, or phone code, field
with a 1 if it is missing as well as remove a leading 1 from the phone
number field if it is present.
44. Added --lstn-buffer option to keepalive script to run special enhanced
buffer version of the Listen process. Requires newer Net::Telnet perl
module version.
45. Added Answering Machine Message Wildcards features for campaigns. Allows for
calls sent to a message to play a different message depending on whether
a wildcard text string is present in a selected lead data field.
46. Added Cached Realtime Carrier Stats option to System Settings to have the
Carrier Log Stats generated once per minute system-wide instead of every
time the realtime report refreshes on every screen.
47. Added option to several reports to search the archived logs.
48. Added AST_DNCcom_filter.pl script which allows for direct batch filtering of
lists within vicidial with the DNC.COM dnc filtering service. For more
info, see the DNC-dot-COM_integration.txt document.
49. Added phone options to have call go to dialplan extension instead of
voicemail if phone not answered.
50. Added option in NVA agi script to search for a lead by phone number, log the
lead_id of the phone call and send a per-phone URL at the start of the
phone call.
51. Added Chat Messaging to agent screen, with manager chat utlitity. For more
information, read the CHAT_MESSAGING.txt doc.
52. Added example code for a CRM Iframe agent screen skin(extras/crm_iframe)
See the CRM_EXAMPLE_SKIN.txt doc for more information
53. Added utility to gather and display Asterisk debug information. Includes
a server setting and Admin Utilities report.
54. Added campaign setting for manual_dial_timeout for manual dial agent screen
calls only.
55. Added Agent Allowed Chat Groups to User Groups to allow restriction of only
agent to agent chatting by itself.
56. Added options in In-Groups and Campaigns to allow for the agent recordings
to be initiated by the routing process instead of at the agent screen.
This only works for inbound and auto-dial outbound calls for in-groups
and campaigns that are set to ALLCALLS or ALLFORCE recording.
57. Added option to Inbound DID Group Filtering to filter by areacode.
58. Added in-group option for On-Hook CID Number.
59. Added available_agents and status_link button options as well as validation
of active in-group to the chat_customer screen.
60. Added campaign setting Manual Dial Hopper Check that will check for a lead
in the hopper with the same phone number as any manual call being
placed from the agent screen, and if one exists it will be deleted
before the manual dial call is placed.
61. Added recording access logging per user(must be enabled in System Settings)
62. Added ability to transfer customer chats to another chat group or agent
63. Added API Log Report to Admin Utilities page
64. Added Alternate IVR(Call Menu) Logging options
65. Added option to define a carrier across all active asterisk servers
66. Added campaign option to move USERONLY scheduled callbacks to ANYONE
callbacks after X minutes being LIVE without the agent calling them
back.
67. Made several changes to the admin web screen and real-time report designs
68. Added options to define color scheme and logo for admin web screens
69. Added new options to enable the recent changes to the UK OFCOM Drop Rate
calculations. There is a new System Setting to enable on the system,
and then each affected campaign must also have the new option enabled
for it as well. Affects the predictive algorithm and the Real-time and
Outbound Calling reports.
70. Added phone outbound alt caller ID to allow for phone-dialed calls to use
a separate CID number when dialing through a specific context
71. Added display of admin change differences to last change on the change
detail page
72. Added the ability to copy audio store files with a new name
73. Started process to redesign the Agent Screen, added Screen Colors
definitions, removed san-serif fonts, changed loading/login/logout
screens, logging of browser width/height.
74. Changed HTML Reports to use dynamic charting Javascript elements
75. Added campaign option to automatically manual dial next number in agent
screen after X seconds. Must be enabled in System Settings.
76. Added recording filename option to update filename post-call with select
variable values, uses options in AST_CRON_audio_1_move_VDonly.pl script
77. Added ALT Multi Dispo URL option to restrict URL sending by list ID.
78. Added Admin Bulk Tools page, linked from Admin Utilities page
79. Added customer chat options for logo/colors and a survey link after chat is
completed.
80. Added the User Group Hourly Report
81. Added User List NEW Lead Limits, with User overrides. Allows you to set a
limit on the number of NEW status leads that an agent can call on a per
list basis per day. Also allows overall NEW limits across all lists for
a user per day
82. Added List Merge admin utility
83. Added Fronter - Closer Detail Report
84. Added option to allow agents to park 3way calls in the agent screen
85. Added option to web lead loader to restrict leads to only those with a
phone number of a specified length. Options for forced system-wide and
per-list-load
86. Added more options to the Callback moving utilites in Admin Utilities page
87. Added Agent Audio Soundboards
########## UPGRADING FROM 2.9 TO 2.11 ##########
OPTIONAL STEPS(But highly recommended) - Backup existing system:
1. Run this for a 1-server system or server with database on it:
(this may take hours on large system)
/usr/share/astguiclient/ADMIN_backup.pl --debugX
2. Run this on dialer/Asterisk-only servers:
(do not run this if you only have one server):
/usr/share/astguiclient/ADMIN_backup.pl --debugX --without-db --without-web
REQUIRED STEPS!!!
1. Check system_settings, make sure you are at DB Schema Version 1378 or higher
If not, run the instructions for 2.7 to 2.9 before this section.
2. upgrade the MySQL asterisk database(you have two options):
A. Running the upgrade file directly from Linux:
mysql -f --database=asterisk < /path/from/root/extras/upgrade_2.10.sql
B. Going into mysql and executing the upgrade sql file:
mysql
use asterisk
\. /path/from/root/extras/upgrade_2.10.sql
quit
3. install new files:
perl ./install.pl
NOTES: If you have customized any scripts in the bin or agi folders,
then make sure you back them up before running the install.pl script.
This script will replace existing files in the astguiclient installation.
4. For each of your ViciDial servers, go the Admin -> Servers -> Modify Server
page and set each one to "Rebuild conf files = Y" and click submit.
This will rebuild the conf files to ensure any changes are updated.
5. On one server only, update your phone codes data:
/usr/share/astguiclient/ADMIN_area_code_populate.pl --purge-table --debug
OTHER CHANGES:
1. Added User setting for Wrapup Seconds Override
2. Added new Agent API function audio_playback to play audio files from the audio
store in an active agent session. See AGENT_API.txt doc for more info.
3. Added option to DIDs to allow routing of calls to a redirect extension if
there are no agents available in a specific in-group
4. Added option to DIDs to allow pre-filtering by a specific filter phone group
before the standard filtering process. The call can be redirected to a
specific DID entry if there is a match.
5. Added Wrapup Bypass option to allow or disallow agents to skip the wrapup
screen before the timer is finished. Also added the option to use a
system Script as the Wrap Up Message
6. Added $RS_droppedOFtotal options.php option for the realtime report to allow
the drops to be calculated out of Total calls instead of just Answers
7. Added ability to use Wrap-Up messages with calls terminated through Hotkeys
8. Integrated all QC code into standard admin code, removing includes as well
9. Added System Setting option to use 24-hour time for callback setting in agent
screen.
10. Added User Group viewable report entry for Front Page System Summary
11. Added archive log search and display in modify lead page
12. Added campaign options to limit number of active callbacks
13. Changed all Agent and Administrative interface text output to use a function
instead of echo.(for dynamic other-language interfaces)
14. Added Admin Utility to split lead lists into smaller lists
15. Added campaign options to minimize QC audited comments without closing the
frame, allow for the comments field to appear under all agent screen
tabs and the dispo screen and the callback date select screen, allow
for the audited comments to be displayed with managers in red and with
a date/time stamp. Also, a campaign option to not display the Previous
Callback panel in the agent screen.
16. Added campaign option to clear the script after call disposition.
17. Added administrative web interface for managing Languages. The language
features are now active in the admin interface as well as in the agent
screen. Language files are available in the "translations" directory
in the source code, as well as on this website:
http://vicidial.org/translations/
18. Added No Agent URL option override for Lists
19. Added CPD Unknown Action option to Campaigns
20. Added new user option to allow administrative users to search for leads
systemwide even in lists belonging to campaigns that the user's User
Group settings don't allow them to view
21. Added Local Call Time option for Lists to further restrict call times
already set in the campaign.
22. Added Manual Dial Lead Search Filter option to limit the search of manual
dials to within one campaign's lists.
23. Added NAME as an agent screen Status Display variable
24. The PAUSE and RESUME buttons in the agent screen have been turned into a
single button named "You are paused" or "You are active" depending on
your status. Issue #814
25. Added new LOCK options to Manual Dial Search Checkbox to prevent the agent
from checking or unchecking the search checkbox.
26. Added case-sensitive user ID validation on agent login.
27. Added option in phones and voicemail to display message counts on the
Admin Summary screen.
28. Added Callbacks Bulk Move admin utility. Also changed behavior of the
removal links for callbacks from the callback hold displays for Users,
User Groups, Lists and Campaigns.
29. Added DYN filename prefix for non-TTS dynamic files to be used for answering
machine message. For instance using DYN--A--user--B-- for agent 1234
would look for a file named 1234.wav in your audio store to play.
########## UPGRADING FROM 2.7 TO 2.8 (2.9 release branch) ##########
OPTIONAL STEPS(But highly recommended) - Backup existing system:
1. Run this for a 1-server system or server with database on it:
(this may take hours on large system)
/usr/share/astguiclient/ADMIN_backup.pl --debugX
2. Run this on dialer/Asterisk-only servers:
(do not run this if you only have one server):
/usr/share/astguiclient/ADMIN_backup.pl --debugX --without-db --without-web
REQUIRED STEPS!!!
1. Check system_settings, make sure you are at DB Schema Version 1347 or higher
If not, run the instructions for 2.4 to 2.7 before this section.
2. upgrade the MySQL asterisk database(you have two options):
A. Running the upgrade file directly from Linux:
mysql -f --database=asterisk < /path/from/root/extras/upgrade_2.8.sql
B. Going into mysql and executing the upgrade sql file:
mysql
use asterisk
\. /path/from/root/extras/upgrade_2.8.sql
quit
3. install new files:
perl ./install.pl
NOTES: If you have customized any scripts in the bin or agi folders,
then make sure you back them up before running the install.pl script.
This script will replace existing files in the astguiclient installation.
4. For each of your ViciDial servers, go the Admin -> Servers -> Modify Server
page and set each one to "Rebuild conf files = Y" and click submit.
This will rebuild the conf files to ensure any changes are updated.
5. On one server only, update your phone codes data:
/usr/share/astguiclient/ADMIN_area_code_populate.pl --purge-table --debug
OTHER CHANGES:
1. Added outbound state call time holidays functionality. Only works if the
"state" field is populated properly in your leads.
2. Added several security changes to the agent interface, including freezing a
user's account for 15 minutes after 10 failed login attempts.
3. Changing all of the admin scripts from using the PHP ereg functions to preg.
This is a requirement for moving to PHP6 where ereg functions are
depricated. This will also have the benefit of speeding up those scripts
because preg is supposed to be more efficient and faster than ereg.
4. Added several security changes to the admin interface, including freezing a
user's account for 15 minutes after 10 failed login attempts.
5. Added 4 new reports to the admin interface: url log, lagged log, user group
login and dial log reports
6. Added new AST_phone_update.pl --agent-lookup flag to allow for logging of the
IP address of the agent's SIP or IAX phone connection. Can be enabled as
a crontab entry to perform the lookups on each asterisk server.
7. Added optional encrypted passwords capability within the system. If enabled,
all user passwords must be converted to encrypted passwords. To use this
you need to have this CPAN module installed on your web servers:
cpan> install Crypt::Eksblowfish::Bcrypt
To enable, first go to the Admin -> System Settings page and manually
confirm that Password Encryption is DISABLED (fifth item from the top)
Then, just run the following CLI script: (run in test mode first!)
/usr/share/astguiclient/ADMIN_bcrypt_convert.pl --debugX --test
For more information on Encrypted Passwords, read the
ENCRYPTED_PASSWORDS.txt document in the docs directory
8. If you are using the agi-phone_monitor script for agent monitoring, then
the following dialplan lines need to be added to the same place where
you put the original dialplan additions necessary for this feature
to work: (it is shown in context in the 2.6 upgrade instructions below)
; quiet entry, listen-only, exit-on-dtmf conferences for VICIDIAL (listen)
exten => _588600XXX,1,Dial(${TRUNKblind}/56${EXTEN:2},55)
exten => _588600XXX,n,Hangup()
; barge, exit-on-dtmf conferences for VICIDIAL (barge)
exten => _598600XXX,1,Dial(${TRUNKblind}/57${EXTEN:2},55)
exten => _598600XXX,n,Hangup()
9. Added Reset Lead-Called-Status for Campaigns page to Admin Utilities
10. Added System Summary screen as default admin.php screen instead of User List
11. Added new agent_monitor.agi script to replace the agi-phone_monitor script
for agent monitoring. Please read the AGENT_MONITOR.txt document for
more information on the dialplan changes necessary to use this script.
12. Added the ability to deduplicate leads based upon statuses in the web based
lead loader using templates and the basic web lead loader.
13. Added dialplan variable CAMPCUST for manual dial and auto dial outbound
calls that is set to the campaign_id of the phone call. This allows for
the ability to put the following in your dialplan for outbound calls
so that you can send out the campaign_id as a SIP header.
NOTE: if you want to use this it must be placed immediately below the
AGI call_log line of the dialplan and before the Dial line:
exten => _91NXXNXXXXXX,n,SipAddHeader(X-campaignid: ${CAMPCUST})
14. Changed all PHP code to use PHP mysqli functions. This does not require
any action or changes to enable since it is a change to the code.
We are working on converting the administrative PHP scripts as well.
These require MySQL 5.0 minimum to be used, but for several years that
has been the minimum for Vicidial anyway, so that requirement shouldn't
be a problem for existing systems running the newest code. The existing
older mysql PHP functions are set to be marked as depricated in PHP for
future versions. For more information on mysqli you can visit the below
webpages:
http://news.php.net/php.internals/53799
http://www.php.net/manual/en/mysqli.overview.php
15. Added AST_CRON_audio_4_ftp2_FTPSSL.pl script to allow for transmission of
second archival of recordings to an FTP SSL server.
16. Added settings to the agc/options.php file to allow for forced launching of
the agent screen from a script like the new launch.php script. The agent
is not allowed to login by going to the vicidial.php page directly, and
the launch.php page will open the agent screen with a read-only address
bar and several other browser options disabled. To enable this feature,
just set the $window_validation variable to '1' in options.php
17. Added phone number type field/list_id updating scripts. Compatible with
DNC.COM's daily update file services. Read the
CELLPHONE_USA_TCPA_FCC_COMPLAINCE.txt file for more detailed information
on this feature.
18. Added lead search of archived leads table if present.
19. Added QueueMetrics 13.04 support with call hold records
20. Added system setting to view country code breakdown in list modify screen.
21. Added campaign option to allow agents to be able to place manual dial calls
by Lead ID.
22. Added Advanced lead tools management, access from the Admin Utilities page
23. Admin HELP text moved to separate help.php script
24. Added option.php option to allow user ID click to pause code report from the
Agent Time Detail report
25. Added campaign options to limit time on Dead Calls, Disposition Screen
and Pause.
26. Added Servers option to have Asterisk automatically restarted if it crashes