Best Practice: Workflow configuration for environment

Aaron_dup_9

Hi All,

Just wondering if anyone has any opinions on the best way to setup/configure workflows to handle various environments?

As in the ability to perform workflow development in a "Dev" environment, migrate to "Test", Prod etc.

The sort of things that I need configurable are input and output connections, directory location, email contacts etc.

Thanks in advance!

AndrewW

I use a config file and have identical folder structures in each environment. The config file contains all parameters that are environment specific and I have a separate config file per environment, tailored to that environment.

Each config file is referenced using the relative (..) referencing - see Options, Advanced Options, Workflow Dependencies

I copy and paste all workflows and macros when moving between environments, not making any changes to them, and the relative referencing means they pick up the relevant locations from the new environment.

Be careful with macros - once a macro is mapped to the Alteryx toolbar - Options, User Settings, Edit User Settings, Macros - the macros are no longer referred to using the relative referencing. They actaully disappear from the Workflow Dependencies entirely. Therefore I only have the macros mapped to the Alteryx toolbar in Prod.

Note to schedule your workflows you need any macros to be in the Alteryx toolbar, for some reason the relative referencing doesn't work when scheduling from disk. An Alteryx bug perhaps.