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CX Agent 3.1 - Upgrade Instructions

paalle
Cisco Employee
Cisco Employee

‎09-04-2025 10:02 AM - last edited on ‎09-04-2025 10:11 AM by Cisco Employee

CX Agent 3.1 - Upgrade Instructions

Cisco is excited to announce the release of CX Agent 3.1, available starting September 04, 2025. This release is a major step forward in simplifying telemetry for Cisco Success Tracks, with a single, scalable setup that reduces complexity and prepares you for the future of digital CX services. See full details for the CX Agent 3.1 release. 

Step by step upgrade instructions

  1. Check Current Version & Prerequisites
    1. Ensure you have at least v2.4.x installed.
    2. If you're on v2.3.x, you'll need to first upgrade to v2.4.x before moving to v3.1.
    3. If you're on v2.2.x, you'll need to first upgrade to v2.3.x, and then from v2.3.x to v2.4.x before moving to v3.1.
    4. Review prerequisites such as network connectivity, DNS resolution.
    5. Recommended to make VM snapshot before initiate upgrade for roll-back procedure (if applicable).
  2. Log In to CX Cloud Portal
    1. Access the CX Cloud portal.
    2. Navigate to the Admin Center, then go to Data Sources to locate your existing CX Cloud Agent entry.
  3. Initiate the Upgrade
    1. In the CX Cloud Agent detail view, find the Software tab.
    2. From the “Choose a software version to update to” dropdown, select the target version 3.1.
    3. Click Install Update to apply the upgrade. You may also choose to schedule the update by unchecking Install Now, which opens scheduling options.
  4. Monitor Update Procedure
    1. The portal will handle the installation and registration of the new agent version.
    2. Monitor progress via the UI; status or confirmation messages should appear upon successful upgrade.
  5. Post-Upgrade Tasks
    1. After upgrading, ensure that all data sources and telemetry connections are active and collecting properly.
    2. If needed, revisit configurations such as seed files, SNMP ranges, or connected data sources. These may need to be revalidated post-upgrade.
  6. Fallback (Optional)

If issues arise during or after the upgrade, use your VM hypervisor’s snapshot/restore feature to roll back to the previous state.

 

For further assistance, refer to the  CX Agent FAQ, or contact the Technical Assistance Center (TAC) to open a support case.

 

Additional Resources:

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