Upgrading Clara
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Upgrading Clara

You can upgrade your Clara installation from V1.0.0.6 or above to V2.0.0.0.

 

Before upgrading Clara, if you have modified the Knowledge Base of your previous installation by adding custom FAQs and you want to export them, run the following steps:

 

  1. From Clara Administration Console (https://<Clara_machine_IP>/botAdministrator/index.html), export the FAQs into a .csvl file by clicking the Export button.

  2. Delete all the FAQs except your custom ones and save the file.

 

 

Upgrade procedure

Run this procedure if you want to migrate your previously defined Keycloak settings and users:

  

  1. Install Clara V2.0.0.0 by following the installation procedure.

  2. Open Keycloak administration console at the link https://<IP:PORT>/keycloak/auth/admin by using the following credentials:

    1. userid=admin

    2. password=Hclsolutions00

  1. Modify the login settings:

    1. From Keycloak left-hand sidebar, from the Configure section, select Clients

    1. Select Clara as Client ID

    1. From the Settings tab, set  Access Type to public.

  1. Modify the login theme:

    1. From Keycloak left-hand sidebar, from the Configure section, select Realm Settings

    1. From the Themes tab, set Login Theme to custom.

  1. Add the new role: clara-admin:

    1. From Keycloak left-hand sidebar, from the Configure section, select Roles

    1. From the Realm Roles tab, click Add Role

    1. Set Role Name to clara-admin

    1. Click Save

  1. Modify the Realm token:

    1. From Keycloak left-hand sidebar, from the Configure section, select Clients > Clara

    1. From the Mappers tab, click Add Builtin

    1. Search for realm roles and click Add selected

    1. From the Mappers tab, click the Edit action for realm roles

    1. Set the Token Claim Name to roles

  1. Assign the new role clara-admin:

    1. From Keycloak left-hand sidebar, from the Manage section, select Users

    2. Search for the user you want to give the clara-admin role and click the  Edit action

    1. From the Role Mappings tab, in the Available Roles list, select clara-admin and click Add selected

  1. You can now login to Clara with your migrated users

 

After the upgrade, from Clara Dashboard > Manage Intents, you can import the .csv  file containing the custom FAQs exported from your previous installation.

 

 

 

 

 

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