This article describes how to upgrade your Pendo agent to ensure that you have the most up-to-date experience of Pendo Analytics, Guides, Feedback, and other Pendo offerings. It includes:
- A recap of what the Pendo agent is and how it's pulled into your application.
- How to determine what version of the Pendo agent you have.
- How to upgrade you Pendo agent, either automatically or manually.
- Agent compatibility settings.
You don't have to upgrade to the new Pendo agent, but we will only be adding features and making improvements to agent 2.0 and above. If you choose not to upgrade to the newest version, you won't receive automatic security updates and older versions will become increasingly difficult to support.
There are no special requirements for upgrading your Pendo agent.
The Pendo agent and install script
The agent is pulled into your application by the install script (“snippet”), which is few lines of code that retrieves and loads the Pendo agent code (pendo.js). You can find the install script by navigating to Settings > Subscription Settings > View App Details > Install Settings.
For more information about the Pendo agent and install script, see the Developer's guide to installing Pendo.
Identify your Pendo agent version
You can determine which install script and Pendo agent version you are currently using by entering the following code into the browser's console:
If the console returns 2.0 or higher, you're using the new version of the install script and Pendo agent. If the console returns 1.x, you're using an old version of the install script and Pendo agent, and we recommend that you upgrade to the newest version.
Upgrade your Pendo agent
Previously, all customers shared the same agent. When we released new versions of the agent, all customers received all changes. Now, each subscription has their own, personalized agent. This lets your internal teams decide when they want to upgrade Pendo agent versions.
You can either choose to always pull the most recent version of the Pendo agent (recommended) or manually select versions to assist with your testing processes.
To automatically update your agent version:
- Navigate to Settings > Subscription Settings.
- Hover over your app and select View App Details.
- Open the Agent Settings tab at the top of the page. This shows you which agent versions your staging and production environments are currently using.
- Select Manage Production Settings to the right of the Production environment section.
- Choose Stable under Agent Version Settings. This is the default and recommended setting for production servers.
- Select Save to continue.
This automatically deploys the newest stable version of the Pendo agent so you can receive the latest updates and critical bug fixes to your agent.
The two other options available to you here are:
- Beta, which will automatically deploy the newest Beta version of the agent. For staging servers, this is the default and recommended setting. The Stable version is typically one to two weeks behind the Beta version.
- Manual, which will let you choose a specific version of the Pendo agent. You might choose this setting if you want to test a version on staging to then switch over to the fully tested (Stable) version on production.
If you choosing to manually upgrade, the version you choose to run in your staging and production environments depends on your comfort level. You might choose the latest version for staging and then manually select the most recent tested version for production.
You can subscribe to agent update notifications through the RSS feed at Pendo’s Developers site.
Choose your agent compatibility settings
You can also, optionally, change your browser support option at the same time that you choose your agent upgrade options.
Currently, the default is Standards, which supports all modern browsers. If everything is working with Standards, we recommend that you keep this selection. If your product must support older browsers, we recommend using JSONP (IE7+ support) or XHR (IE9+ support).