alteryx connect Knowledge Base

This article provides instructions for adding an issued SSL certificate to the web page hosted by Alteryx Connect so that the page is served securely.   Note: This article is intended for trusted certificates in your environment. You must have a copy of the certificate (such as .crt) and the signing key (such as .key), or a combined certificate file (such as .pfx or .p12) in order to complete this process. This certificate must be installed on all machines you intend to use with Connect as a trusted certificate if these machines are to be used in conjunction with Alteryx Connect, such as loading metadata with Alteryx Designer or search results from Alteryx Connect displayed within Alteryx Designer.

This article provides instructions for adding a self-signed SSL certificate to the web page hosted by Alteryx Connect so that the page is served securely.   Note: This article is only intended for Self-Signed Certificates. A self-signed certificate is not recommended to be used for production purposes. This is because self-signed certificates must be installed on all of the machines you intend to use with Connect as a trusted certificate. This includes any machines that will use Connect applications like loading metadata in Alteryx Designer or using search results from Connect Designer.  

The 2019.1 release of Alteryx Connect brings several new features including new configuration options and loaders enhancements - see more inside.

Alteryx Connect  is great at finding data assets that exists within enterprises which helps data workers to  shorten their journey to data-driven insight. One of the steps to refresh the metadata is to schedule the Metadata loaders. In this process, the data assets can be created, changed or removed. To take a look at this change log, we can take a look the backend of Connect - the H2 database.

Please see Maintaining Data Lineage for details and requirements before your metadata harvest. After ensuring you’ve downloaded the latest Connect Metadata loaders from the live downloads page, simply proceed with the steps below to upload MySQL Database metadata to your Alteryx Connect instance!

Please see Maintaining Data Lineage for details and requirements before your metadata harvest. After ensuring you’ve downloaded the latest Connect Metadata loaders from the live downloads page, simply proceed with the steps below to upload Oracle Database metadata to your Alteryx Connect instance!

Please see Maintaining Data Lineage for details and requirements before your metadata harvest. After ensuring you’ve downloaded the latest Connect Metadata loaders from the live downloads page, simply proceed with the steps below to upload File System Metadata to your Alteryx Connect instance!

Please see Maintaining Data Lineage for details and requirements before your metadata harvest. After ensuring you’ve downloaded the latest Connect Metadata loaders from the live downloads page, simply proceed with the steps below to upload Tableau Server metadata to your Alteryx Connect instance!

All the steps to install and license your own Connect instance!

In order to schedule the Metadata loader, you will need to configure and save the .yxwv file, and configure the  ConnectScheduler workflow to run from the directory of the .yxwv file. Detailed steps listed below:   1. Open the Metadata loader in Designer, in this example the Files loader, fill in the information for the "Files to load" and "Alteryx Connect" tabs       2. Click Save button to save the .yxwv file in the default File Loader location - C:\ProgramData\Alteryx\AlteryxConnect\Files_Loader 3. Click Help > Sample Workflow > Alteryx Connect Metadata Loaders > ConnectScheduler 4. Click on the Directory input tool, select the root directory where the yxwv file(s) is saved, for example  C:\ProgramData\Alteryx\AlteryxConnect 5. For the File Specification, leave it as *.*     6. Saved locally text   Schedule the loader using Local machine    1. To Schedule using local computer, complete steps 1 - 5 from above  2. Click Option > Schedule Workflow > My computer  3. Select Run the workflow from its original location on disk       Note: When the scheduler runs, it will run every metadata loader with .yxwv file one by one. If you only need to have one of the loaders scheduled, you need to have the Metadata loader moved into a folder other than C:\ProgramData\Alteryx\AlteryxConnect   Schedule the loader using the Alteryx Gallery   Save the ConnectScheduler to Gallery for Scheduling. instructions can be found in  https://help.alteryx.com/connect/current/Administration/ScheduleLoaders.htm under Configure and test the Connect Scheduler > Step 6.   Tip: When scheduling loaders on Alteryx Gallery, we recommend to copying the metadata loader and save the .yxwv files into a share drive to avoid the situation where the Alteryx Server machine is unable to access the end user's machine. See steps below:   Steps: 1. Create a Folder called AlteryxConnect in a Share Drive 2. Copy the loader folder, for example Files_Loader from C:\ProgramData\Alteryx\AlteryxConnect to the Share Drive's AlteryxConnect 3. Complete steps 1-2 from above but save the .yxwv file into the share drive under AlteryxConnect\Files_loader 4. Open  ConnectScheduler from Help > Sample Workflow > Alteryx Connect Metadata Loaders  5. In the Directory Input tool, select the Path of AlteryxConnect in the Share Drive, make sure it is the UNC path 6. Save ConnectScheduler, and it is ready to be schedule         

There are three authentication options in Alteryx Connect that an Administrator can configure for their environment: Manual auth, Windows AD auth, and SAML auth. Please note that Manual auth is always a fallback option, even if you’re using Windows or SAML, which is a notable departure from Gallery authentication, which does not allow mixed authentication modes.

Relationships/Lineages in Connect and the steps to modify them!

Everything you need to know to manage users and permissions in Alteryx Connect!

There are some common issues that may arise in the harvesting of metadata and it’s our hope that this guide will help you diagnose them with ease!

After ensuring you’ve downloaded the latest Connect Metadata loaders from the  live downloads page , simply proceed with the steps below to  upload Amazon Redshift datasource metadata  to your Alteryx Connect instance!

After ensuring you’ve downloaded the latest Connect Metadata loaders from the  live downloads page , simply proceed with the steps below to upload Gallery workflows and Alteryx Insights metadata to your Alteryx Connect instance!

“A single point of entry into the world of data giving knowledge workers the power to discover and understand relevant data assets to their business”

Alteryx Connect is a centralized view into the world of data within your enterprise, unlocking tribal knowledge, and allowing data workers to become more efficient and effective!

Backing up Connect can easily be done from the Administrator Console via the Connect web page. Please see the following Help article for details steps: Back Up and Restore Connect. However, for various reasons it may be advantageous to do the backup via the command line or a script. This article walks you through how to do this.

 Welcome to Alteryx Connect a state-of-the-art Data Catalog with a social twist.  Alteryx Connect is a part of Alteryx self-service data analytics platform. It allows analysts to discover, access and share their company`s information assets like never before. In other words, Alteryx connect will make any of your corporate data just few clicks away from anyone, it will connect people around data and it will be the place to capture your corporate data knowledge. So how to start using it.   Get ready and load it Alteryx Connect is an enterprise data catalog that harvests, stores and indexes information about your data sources. It loads and copies the metadata into its repository. When you install the Alteryx Connect 1st thing you need to do is to populate it with relevant content and build initial catalog. This can be easily done by using Alteryx workflows delivered with your Connect, that will allow you to connect to a number of data sources to extract the metadata.       You can also create or load your business glossary by importing from Microsoft excel. You can add additional source or import metadata anytime in the future. Remember that the more data sources are loaded the better the catalog will be.   Tip: Alteryx workflows can be easily scheduled so you keep your catalog always up-to-date. Once Alteryx Connect is loaded everyone can start using it! Following simple steps will help you to leverage your Connect and make the Data Analyst`s day easier. #1 Search and Discover information assets using search feature available on every page. Use our powerful search to find the asset you need and by clicking on the information asset. Just type in the keyword to the search box and see what happens. The search will present result sorted by relevance as you type.     Tip: If you can`t  find, what you are looking for, click "Enter" while in the search box and you will get advanced search page where you can filter by entry type or location of an asset. # 2 Explore the details about the information asset By clicking on information asset you`ll get most important details stored in the Connect. You`ll see information such as description of an asset, people connected to the asset, whether the asset is marked as certified or recent activities related to this asset and many more.   You can also explore relevant connections to this asset by using nexus tool.       #3 Get Access to the information asset Getting access is another challenge prior you can use the data source. Alteryx Connect lets you simply ask for access. This will trigger notification to the responsible person make things happen.   Tip:   For some assets like reports you can directly go to the asset and use it by clicking on OPEN button #4 Share and Collaborate to dump your knowledge and connect to others And finally if you feel there is anything missing or valuable to add please help others and do it. Annotate it   comment it or share it.   Tip: Use "thumb up" to indicate that this asset is valuable to you.  That`s it. Did you get it? So if you believe in the power of sharing and collaboration in the data analytics community. Just start using your Alteryx Connect and become the champion of the new generation of data analyst citizens. Discover, explore access, annotate and share your data and get connected with others.  Additional resources: https://www.alteryx.com/products/alteryx-connect How to certify assets in Alteryx Connect: https://help.alteryx.com/connect/current/index.htm#User/CertifyAssets.htm