Migrating workflows from TEST server to PROD environment

Hello Community,

I work for an Alteryx partner, and a customer purchased the Altreyx server. They want to move workflows from the test server used in the POC to the PROD server currently deployed. is there a guide on how this process can be done? keeping in mind that the license for the trial version installed on the test server is expired.

Thank you,

Mahmoud

Server

Accepted answers

rkapoor

@mahmoodalqadi it will be easer if they have access to the POC Server environment (they should be able to get a trial key for it or extend the trial on it). Reason being, you can then follow the steps here:

https://help.alteryx.com/20212/server/enable-workflows-migration

whereby they mark the workflows from TEST "ready for migration, and can use our Gallery API (https://help.alteryx.com/developer-help/gallery-api-migratable-endpoint) to migrate the workflows from the TEST to the PROD Servers.

All comments

rkapoor

esoden

Capitalize has built a platform to make documentation, governance, and administration of Alteryx easier. It includes a migration tool to move workflows from one environment to another using a GUI. We could certainly put an NDA/Non-solicitation in place to protect you client relationship if you'd like to show them the product: https://capitalizeconsulting.com/workflow-admin-manager/

ArtApa

Hi @mahmoodalqadi - As it was already written, APIs are your best friends. Please read the documentation links above and the article below (contains sample workflow): https://community.alteryx.com/t5/Alteryx-Server-Knowledge-Base/Migrating-Workflows/ta-p/335774

Alternatively, you can try read from MongoDB directly, but you may find challenges of this path. Please read the following discussion: https://community.alteryx.com/t5/Alteryx-Designer-Discussions/Download-yxmd-file-from-Mongodb-Scheduler-db/td-p/27447

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