Alteryx Connect Knowledge Base

Definitive answers from Connect experts.
Defining a Lucene query is required for adding items to a new Connect Virtual Folder. Reference the Lucene documents for the items you want to add to find the correct parameters.
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Everything you need to know to manage users and permissions in Alteryx Connect!
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Since the introduction of Custom Fields in Connect allowing to define your own fields (for example to assign Terms and fill in respective values), we have received many questions on whether you can automatically load these fields. As of now – in Connect 20.3 - the answer is YES; you can do it for database assets! In this article we will show you how.
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We're constantly working to improve your Connect experience. Here's a summary of new features, improvements, and bug fixes in the version 20.3.
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Find out what new features, improvements, and bug fixes we released with this version of Connect! The 2020.2 release brings several new features such as new Admin Menu or Active Directory integration.
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The purpose of this document is to describe the manual steps to deploy Alteryx Connect on the PostgreSQL database. This document is valid for Alteryx Connect 2020.2 or newer.
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The newest release of Connect is here! With Connect 2020.1, find out what new features and improvements we released! Here is a summary of what has changed.
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In this article, you will learn how to update data assets in bulk using the import and export feature in Connect. In our examples we'll be updating data asset owners and changing the group membership of users by exporting, updating, and later importing an XLS file.
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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.
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Platform Product: Connect Issues – Working with Alteryx Customer Support Engineers (CSEs)   To EXPEDITE the resolution of your case, please include the below information.   Connect - Requested Information *** Suggestion: copy/paste the questions below and email the supporting documentation to support@alteryx.com   1. Detailed Description of the Issue 2. Screenshot of Alteryx Version 3. What version of Connect do you have? 4. Connect Logs/Configuration Files   Connect– Requested Information (Detailed Instructions):   1.  Detailed Description of the Issue – What issues are you having?  Has it worked in the past?  When did the issue start?  Are all users affected or just some?  What are the steps to reproduce your issue? Have you searched the Alteryx Community?     2.  Screenshot of Alteryx Version (if you are experiencing issues using one of the Metadata Loaders) – Our CSEs need to know the precise version of Alteryx Designer so we can replicate any issues.  In Alteryx Designer, click Help > About and provide a screenshot.  The screenshot will include whether it is Server or Designer.  In addition, whether it is “Running Elevated” Admin vs. Non-Admin.       3.  Screenshot of Connect Version – this can be found in the Administration Console under System Info.       4.  Connect Logs/Configuration files - Logs are the best way for us to get to the root of the problem as we look at errors and warnings. For the Connect logs, please include the logs that reflect the time of the error/crash (the logs immediately before and after the error/crash). If the issue is ongoing, please include the most recent logs.   Log/File name Default location Catalina.out Connect install folder > logs folder: (i.e. C:\Program Files\AlteryxConnect\logs) localhost_access_log.*.log Connect install folder > logs folder: (i.e. C:\Program Files\AlteryxConnect\logs) service_status.log Connect install folder > logs folder: (i.e. C:\Program Files\AlteryxConnect\logs) Server.xml Connect install folder >  conf  folder (i.e. C:\Program Files\AlteryxConnect\conf)   connect log   Suggested links: Installing and Licensing Connect  
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“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”
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How To: Configuring SAML on Alteryx Connect for OneLogin   The information will assist with configuring Alteryx Connect to be function with OneLogin   Prerequisites   Alteryx Connect  ≥ 2019.1 OneLogin Account with access to perform administration tasks All users must have an email address attribute   Procedure Login to Alteryx Connect using the Administrator account, change the Base URL to match the FDQN of the machine in Administration Console > Connect Configuration > Instance setting, make sure the Base URL is NOT http://localhost:                     2. In the OneLogin Administration screen, highlight Apps in the top navigation menu and select   Add Apps       3. On the Find Applications screen, search for SAML in the box provided, and select OneLogin SAML Test (ldP)       4. Fill in the name, description and the details for Alteryx Connect, then, click Save                     5. Click the More Options button on top right and select to download the SAML Metadata file:                   6.  Click Configuration in the navigation menu, fill out details according to your Alteryx Connect's url                   SAML Consumer URL: your Connect URL with /aas/Saml/Acs appended to the end        SAML Audience: "Entity ID" provided by Alteryx Connect (Admin Console > Connect Configuration > Single Sign On)        SAML Recipient: "Single Sign On URL/Destination URL" provided by Alteryx Connect (Admin Console > Connect Configuration > Single Sign On)        SAML Single Logout URL: "Single Logout Endpoint" provided by Alteryx Connect (Admin Console > Connect Configuration > Single Sign On)         Leave ACS URL Validator blank, when finished, click Save.        7. Under the Parameters section, we will need map the Claims of email, firstName and lastName, select "Include in SAML assertion" when add these parameters. Email (NameID) is a starting Field provide by OneLogin, ignore this.  The end result of Parameters is showing as below:                   8. Select the users under User section, and click on Applications on left hand side, add the Alteryx Connect application to the user:                    9. Navigate to Alteryx Connect's Administrator Console > Connect Configuration > Single Sign on, Click + ADD to add the SAML authentication. For Name and Description, you can give any custom values.          10. Under Identity provider details, select the check box of "Upload IDP metadata", and Choose the file download at step 4, and click SAVE                     11. Log out of Alteryx Connect, and in the Log in page, you will see the OneLogin SSO option, click on there, it will navigate to the OneLogin sign in page:                        Once the user have logged in once, the OneLogin method will automatically authenticate the user into Alteryx Connect when the user clicked on the OneLogin option in Connect's login page.   Common Issues   The configuration for OneLogin works for Alteryx Connect if the Entity ID is "com.alteryx.saml.localhost" In the earlier version of Alteryx Connect, the Entity ID is "Localhost"    Additional Resources   Once the user have logged into Alteryx Connect using OneLogin SSO, the OneLogin administrator can see the sign in entry in Activity > Reports, under Application access           
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File Size alert on Alteryx Connect after removing assets           The size of the database files depends on the activity made in the system. If you are removing assets from Connect using soft-delete (assets marked as deleted ) the database size is still increasing. Synchronizing and adding more assets into Connect will also increase the size of the database. Alteryx Connect uses database H2 (version .197) which does not support auto shrinking functionality so removing items from the trash will not shrink the database by itself.        What can I do to reduce the size of my database ?   Perform a Defrag  Perform a Compact  Set Soft-Delete to False   On the Horizon   In 2020.1 Alteryx Connect will be upgrading to H2 version .200 which will include auto shrinking functionality  
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As Dr. Nick so eloquently defines...   The business glossary within Alteryx Connect is a powerful tool for maintaining a repository of formal definitions for an organization. These definitions are then linked and associated to the many terms, reports, workflows, and data elements across the enterprise, leading to that invaluable map of tribal knowledge that lets analysts get their job done faster and better than ever before. The user and admin help documentation explain that terms can be added one at a time, or in a batch. Here are the steps to bulk load.   1. Glossary page - Export to Excel     2. Glossary.xls - "Folder" tab   You may affect the folder structure of the Glossary and it’s sub folders. There should always be an entry for the Glossary Folder itself. It’s XID and Parent ID are standardized, but you can change its “entryName” if you like (for instance “Enterprise Glossary”). On this tab, you may also add subfolders. This could be useful if you wanted to group glossary terms by business unit or term category. Subfolders should have a parent ID of the Glossary, and if you’re uploading new subfolder definitions, you can leave XID blank (Connect will supply an ID on upload).   3. Glossary.xls - "Relations" tab     The second tab “relations” holds all the definitions of relationships defined on the Glossary terms to other entities within Connect. You need to know the Target ID in order to establish the relationships here.   4. Glossary.xls - "Term" tab   You can add new entries to the glossary or edit existing via the “Term” tab.   5. Administration - Choose file to Upload   When uploading, the content will be placed into the appropriate folders based on the IDs within the file. The content will Append to existing if new, modify if pre-existing by ID, but it will not remove entries if not supplied within the uploaded file.   6. Glossary - View the New Term  
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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!
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All the steps to install and license your own Connect instance!
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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!
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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!
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Relationships/Lineages in Connect and the steps to modify them!
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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.
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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!
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