Version to upgrade from 2023.2

kaushik_jagan

Hi Alteryx community,

We are planning to upgrade the Alteryx server from version 2023.2 in my org. and currently find that version 2025.1 was recently updated on 13/05/2025. We always try to be on the version latest -1. So I'm planning to upgrade it to version 2024.1 or 2024.2

Can you please share your thoughts on the version that you upgraded recently and anything that I need to be aware of ??

Thanks

Kaushik

fmvizcaino

Hi @kaushik_jagan ,

Yes!! I always suggest reviewing the release notes, the number of patches and keeping your server always 1 or 2 versions behind the most recent. So it is very nice to see someone else who does it!

I recently upgraded our company server from 23.2 to 24.2 and it was pretty smooth but there are some important things to keep in mind. I will add everything in order

1. There is an upgrade to the python environment, so you will have to reinstall all custom python packages and non-native connectors
   1. List connectors: https://help.alteryx.com/release-notes/en/version-support-policy/alteryx-embedded-python.html#overview
   2. When downloading the new connector, use the same connector version as before. This will guarantee designer users that didn`t upgrade are able to still run the workflow with no issues
   3. List Python packages: https://help.alteryx.com/current/en/server/install/install-or-upgrade-server/python-tool-environment-in-server-upgrades.html#plan-7047042
2. Back up your server + runtimesettings file: I faced some issues in the past where the runtimesettings wasn`t correctly updated during the upgrade and rolling back requires the old runtime settings file
   1. https://knowledge.alteryx.com/index/s/article/Alteryx-Server-Backup-Recovery-Part-2-Procedures-1583460176762
3. Preupgrade checks: Probably used it before but this helps guaranteeing your MongoDB doesn`t have some known issues that can mess with the back-end upgrade
   1. https://knowledge.alteryx.com/index/s/article/server-pre-upgrade-checks
4. Another back up just in case
5. Upgrade the server: MongoDB migration will be triggered automatically
6. Install new connectors and custom python packages

I tried my best to be as descriptive as possible to support all users coming back to this answer.

Here you can find an upgrade checklist probably mentioning everything I just said: https://help.alteryx.com/current/en/server/install/install-or-upgrade-server/server-upgrade-checklist.html#plan-7047039

Best,

Fernando Vizcaino