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Alteryx Connect Knowledge Base

Definitive answers from Connect experts.
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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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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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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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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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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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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Everything you need to know to manage users and permissions in Alteryx Connect!
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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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The 2020.4 release brings several features such as Notification Queue, new Custom Field type, the Alteryx Designer Tool Details section for analytic workflows, many improvements for metadata loaders, and more.
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The 2021.1 release brings the following features: Health Checks and the possibility to enable users to be automatically redirected to SAML IdP.
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Find out what new features, improvements, and bug fixes we released with this version of Connect! The 2021.2 release brings several new features such as expansion of the Health Checks section, option to prevent creating versions for already loaded content, and more.
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When a user leaves a company or if they are transferred to a different position, it may be neccessary to update the owner of their Connect assets. Note: after a user's access account is disabled, they still will be the owner of the assets they added in Connect.
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Alteryx Connect's Entity ID is the unique identifier for Alteryx Connect as a service provider. This article will go through the steps to update the Alteryx Connect Entity ID if you wish to change from the default Entity ID provided.
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Backing up Connect can easily be done from the Administrator Console via the Connect web page. 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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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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How To: Connect to the H2 Console   Connect has an interactive console for the H2 database that allows administrators to browse the database and execute commands. Follow the below steps to enable and connect to the console.   Prerequisites   Alteryx Connect   Procedure   Follow steps 1-6 under Enable access to the Connect database found on the Review Connect Usage Information Help page Navigate to http://localhost:8082 on the Connect Server If you have the firewall open, you can access this from another machine using the IP or the hostname in place of localhost (i.e. http://hostname:8082) Fill in the JDBC URL and the Password   For the JDBC URL, enter the value for the Master DB JDBC string found in the System Info section of the Connect Administration Console The database password is set by the Connect Administrator during installation. Your Administrator can reset the password in the Connect Console under Connect Configuration > H2 Password Click the Test Connection button You should see 'Test Successful'. If not, please double-check your connection information above Click the Connect button to enter the H2 Console A successful connection will show the console with the below schema (shows as folders on the left)   Common Issues   I don't see the STD_XFORMS database schema You have an invalid JDBC connection string - please confirm your JDBC URL found in the System Info section of the Administration Console    Additional Resources   Back Up and Restore Connect Database via Command Line
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Newly Created Users Encountered Error on Login in Connect   Users are not able to log in and encounter the following error:   The Alteryx Connect License is invalid. Contact Alteryx Support for assistance.   Environment   Product - Connect version: 2019.1   Diagnosis   Checking the log in the Administration Console indicates a wrong license has been used.  Please note: The Connect Administrator account will always be able to log in to Connect.  You can also find the logs written locally on the server at %ConnectInstallPath%\logs\Catalina.out           04:31:51.971 [http-nio-8080-exec-2] ERROR cz.semanta.xf3.license.License - This system has 4 physical cores, but the license only allows 2 04:31:51.971 [http-nio-8080-exec-2] ERROR c.s.x.s.Xf3AuthenticationProvider - Failed to login user org.springframework.security.authentication.BadCredentialsException: The Alteryx Connect license is invalid. Contact Alteryx Support for assistance.           Cause   The error is due to using an invalid license on the Connect server.   Solution   This issue is resolved after obtaining and installing the correct license for the server.
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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         
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While attempting to add your Gallery (Alteryx Server) to your Connect instance you may get an error about related to your SSL certificate. This article provides step-by-step instructions for troubleshooting this issue.
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