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Alteryx Connect Knowledge Base

Definitive answers from Connect experts.
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!
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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!
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The 2019.1 release of Alteryx Connect brings several new features including new configuration options and loaders enhancements - see more inside.
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We’ve been working hard to follow up on our customers’ feedback and make a bunch of enhancements to Connect. Here’s an overview of the changes in 2019.2.  
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How To: Recover the Home Page after Restoring Connect   Did you know that restoring Connect can finish with a broken home page? In this article you will find an easy way to recover the broken home page after the restoration is complete.   Let’s assume you performed a restore of the H2 database. But when you open Connect after completing it, the home page you normally see is gone.   Instead of your home page, you're seeing something like this:       To fix the broken home page, you need to perform a full reindex of Connect after Connect starts. This is also mentioned on the screen you’ll get after completing the restore.     How To: Perform a Full Reindex   To perform a full reindex of the database to complete the restoration:   Log in to Alteryx Connect. Click your icon in the top-right of the screen and select Administration. From the Admin Menu, click Reindex. Click Full Reindex. After the full reindex is completed, you should be able to see the home page.
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Have you ever wondered what are the limits of Connect? How many entries can you store in Connect? Great questions!  In fact, no hard limit on the number of entries is set. The number around 2M entries is the number on which the performance tuning in the 2019.1 release was done.
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Metadata Loader Categories   In this article you'll find detailed information about the loader categories and which exact information is extracted by each of the loaders we support. Each type differs in the object hierarchy, structure of the objects, and detail of the objects.  There are five types of the metadata loaders:  Database Loaders File Loaders Visualytics (Report) Loaders Workflow Loader Other Loaders     Database Loaders Database loaders are used to harvest metadata about database objects such as database server (RDMS), catalog, schema, table/view/procedure, column. An example can be an Oracle database with all available objects, descriptions, and relationships within the objects in the database. Connect supports database metadata loader for these technologies: Teradata, Snowflake, Apache Hive, IBM DB2, Exasol, Oracle, Microsoft SQL Server, MySQL, SAP HANA, Amazon Redshift, HP Vertica, PostgreSQL, Apache Impala.   File Loaders File loaders are used to harvest metadata about file systems such as file bucket or folder with subfolder structure, individual files, sheets (when available e.g. on xlsx file), and columns on files you can parse for the structural information (xls(x), csv, yxdb, avro …). For files with structure you can store also profiling information such as number of rows, not nulls, blanks, uniqueness, and average length. Connect supports file metadata loader for the following technologies: Amazon S3, Apache Hadoop, Microsoft Azure Data Lake, Files loader (windows shared drives).   Visualytics (Report) Loaders Visualytics are used to harvest metadata from reporting platforms such as report workbook, worksheet, datasource, and detailed columns. Connect supports visualytics metadata loader for these technologies: Tableau, Microsoft PowerBI, QlikView, Qlik Sense.   Workflow Loader Workflow loader is used to harvest metadata from the Alteryx Gallery. Connect supports only AYX Gallery Loader.   Other Loaders This category describes loaders that don't belong to any of the above-mentioned categories, such as: Alteryx Promote loader is used to harvest metadata about Promote models published on a Promote server. Microsoft Azure Data Catalog loader is used to exchange metadata from Azure Data Catalog about databases, files, and business terms. Salesforce loader (without data profiling) is used to harvest metadata from the Salesforce application.    Overview of Available Objects for Each Loader Type Loader Type Available Objects  Databases db server, catalog, schema, table / view / procedure / column Files file bucket (AmazonS3) / folder, file, sheet, column Possible data profiling (additional information about features and content of the files). Visualytics (reports) server, site, project, workbook, worksheet, datasource, column Tableau: site, project, workbook, worksheet Microsoft PowerBI: workspace, workbook Insight QlikView: folder, Qlik data files (data profiling - .qvd, .qvx); report, worksheet; Qlik Sense: stream, workbook, worksheet, report objects (names and types of charts, dimensions, measures) Workflows workflow, input, output Others Microsoft  Azure Data Catalog: glossary, databases, files (without data data profiling) Alteryx Promote loader: predictive model Salesforce loader: Salesforce tables     How to Use and Configure Loaders More information on how to use and configure the metadata loaders you can find on the following pages: The Alteryx Online Help pages Schedule Metadata Loaders and Load Metadata into Connect specify how to use the metadata loaders from Designer. Now you can run metadata loaders directly in Connect by selecting Connections in the Admin Menu. You have the possibility to start the harvest immediately or to set up a regular harvest. Go to Admin Menu > Connections to configure and run the metadata loaders. For more info see: How To: Fast Deployment of Metadata Loaders in Connect.   Overview of available loaders while using the fast deployment.    
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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.
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Find out what new features, improvements, and bug fixes we released with this version of Connect!  Here is an overview of the changes in 2019.3.  
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We're constantly working to improve your Connect experience. Find out what new features, improvements, and bug fixes we released with this version of Connect! Here is a summary of what has changed in 2019.4.  Notify on Mention / Dislike / Decertify A notification will go to the user that was mentioned on an asset. Thanks to this feature the users can see where they were mentioned and respond easily. Also, the actions Dislike and Decertify will now trigger a notification. OpenJDK Upgrade Connect has been upgraded to OpenJDK11 for security and performance improvements. Tableau Loader with New GraphQL API We’ve added support for new Tableau GraphQL API, so you can load column-level lineage into Connect (from Tableau worksheets columns into data source columns).     Using the Tableau GraphQL API in Connect allows us to display the data source fields of a worksheet and their details that built every single field on the list (such as servers, databases, schemas, tables, and columns). All the information can be tracked by clicking a link associated with each of the data source fields.   To view this information in Connect, go to your Tableau reports, click the desired report, and the Datasource fields section.     Uploaded File Types Restricted by Default Uploaded file types are restricted by default. These restrictions can be changed anytime by an administrator. To view and change the file types list, go to Administration > Connect Configuration > Instance Settings. QlikView Metadata Loader Faster Parsing We’ve improved the speed of parsing of QlikView files by smarter way of detection of metadata headers in QlikView files, so just metadata are read over the network resulting in faster harvesting especially for larger datasets. Connect Performance Improvements We’ve made many performance improvements regarding the speed of metadata loading, system startup, asset detail rendering, and removing inactive versions in bulk.   Asset Identity Switch In addition to other improvements, we have added Asset Identity switch for columns. Administrators can now decide if columns will be separate assets or parts of the table asset (default). This feature improves not only performance but will bring significant load and rendering improvements as well.   To access the Asset Identity switch, go to Administration > Asset Configuration > Asset Identity. Catalogued APIs We have added brand new API Catalog which allows you to automatically catalog APIs and their endpoints from your workflows. This feature is by default available for administrators only but it's up to them to share the API Sites folder with other users or groups. Go to main menu > Data Sources > API Sites. API Catalog has 2 layers. It’s listing all API sites (e.g. Tableau, Salesforce) and their endpoints (e.g. getAllDatasources). Support for Multiple Tableau and Alteryx Servers We’ve been following up on our customers’ feedback and added support to load multiple different servers for Tableau and Alteryx into Connect. Metadata Loaders We've made a number of enhancements to our Loaders with 2019.4: You can now upload metadata to Connect from Alteryx Promote. DB2 Loader was redesigned to support different DB2 platforms at once. S3 Loader was redesigned to speed up the loading and handle large volumes of files. For all database loaders we have added Column references which display all column level mappings. Fixed Issues Here is a list of some issues fixed in the latest release. To check a complete list of fixed and known issues please see the Connect 2019.4 Release Notes. Resolved: Custom Fields Lost after Reloading Asset Custom fields of an asset were lost once that asset was reloaded. Now after re-running the metadata loader, the custom fields stay as they are without being removed. Resolved: Admin API Not Enabled for the Fast Deployment in Gallery Admin API was not enabled for the fast deployment in Gallery. There was no error message when the Test connection or Harvest button was pressed. Now the error message appears on all appropriate screens when Admin API is not enabled. Resolved: Only Superadmin Is Able to See the "Download Service Provider Metadata" Button Only the superadmin was able to see the "Download Service Provider Metadata" button on the SSO configuration page. This issue was resolved by allowing this function for the members of admin role. Resolved: Only Superadmin Is Able to Perform the H2 Backup Only superadmin was able to see and do the H2 backup in Administration Console. This issue was resolved by allowing H2 backup for the members of admin role.
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How To: Fast Deployment of Metadata Loaders in Connect   In this article, you will learn how to use and configure the metadata loaders in Connect. Until now, you probably have used the metadata loaders only from Designer, as described here.     Prerequisites   To use loaders from Designer, you have to download the loaders installers, install the loaders and then you can start using them. Unlike Designer, the loaders in Connect can be used directly as they are already part. However, for the actual execution of the loaders, a Gallery with connectivity back to Connect is needed. There must be two-way visibility between Connect and Server.   Procedure   Let’s assume that you as an administrator need to fill up the Connect with metadata. You will need only Connect and Gallery as already mentioned. To load data to Connect directly, perform the following steps:   Go to the Administration Console > Admin Menu > Connect Configuration > Alteryx Gallery.  In the Alteryx Gallery specify the Gallery name, Gallery URL, Gallery password, Connect loader username and Connect loader password. This is a mandatory step. Save and Harvest will upload loaders package onto a Gallery server and at the same moment, it will start the Gallery (Alteryx Loader). Click Test Connection to verify the username and password. If there is a checkbox on Do not obtain the API keys automatically, you need to enter them manually.  Click Save and Harvest. Once you press Save and Harvest, the workflows will start getting loaded. This will be indicated by a message visible in the left bottom corner of the page. This is the first sign that the connection between the server and Connect works. Wait until it’s done. Note: Authentication  You can choose from two Gallery authentication types. With Built-in authentication, you have to enter your Gallery username and password while adding an Alteryx Gallery. By choosing Integrated Windows authentication, you have to enter your domain username and password. You have to enable the Admin API keys in Gallery. See the screenshot below. Go to Alteryx Gallery > Settings > Keys. Enable Admin API by checking Yes. Go to Administration Console > Admin Menu > Connections. You should see the Gallery you just added and its details. Under Loaders, click Add Connection. Note: By clicking Harvest in the Gallery Connection you have the possibility to start the Harvest immediately.  Note 2: By clicking Schedule in the Gallery Connection you have the possibility to set up a regular harvest. You will get a list of loaders, and you can select the corresponding one in the first section: Technology. After selecting the Technology, you will be moved to Properties. In this section, you need to fill in the required Connection details and choose objects to load, based on the Technology you have selected. Do not forget to provide Administrator credentials under Alteryx Connect Credentials. Note: For each technology, you need to fulfill the loader requirements. More information about each loader is accessible through the link displayed in the Properties section. As an example, we selected the File system as a Technology. After filling in all the required information in Properties, click Add. After clicking Add, you can see the following screen with the available Connection. Click Harvest. A window pops up. Click Harvest. By performing the previous steps, you harvested the data into Connect without even opening Designer. To view the metadata, go to Data Sources and select a folder to view its contents.   Troubleshooting If you get an error message during the harvest, go to Gallery to see the detailed log to find the cause of the issue.
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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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Quick Guide: API Catalog in Connect  Do you use APIs for your work? Based on the information published online, in 2019 the number of APIs exceeded 22,000 entries. APIs and their endpoints are one of the very popular data sources and are used in Alteryx workflows as well. Information about used APIs is now available in Connect since version 19.4. The information is extracted from workflows’ log and cataloged.  Prerequisites Connect 19.4 Server 19.4 To use the API catalog, you must install Connect version 19.4 as well as Server version 19.4. The reason behind that is the way the APIs are harvested. They are not harvested from the workflows directly but from the log in the job log. It means they are generated from the data logged on the Server. Lineage is automatically created between a workflow and an API endpoint. Thus, it's necessary to run the workflow at least once on the server to get the APIs from it.   API sites are available in Data Sources Essential Info about API Catalog To access the list of API endpoints, go to main menu > Data Sources > API sites. API is an asset type under Data Sources. Note: API sites folder is by default visible only for Administrators group. The permissions can be easily modified by an Administrator. Navigate to see the permissions of the API sites folder by clicking the Action drop-down arrow and select Permissions. A window with a permission table pops up. You can change the permission under the Inherited permission table where you can see the list of all actions. Click in any field to add a user group or individual users to a permission level. For more information see Permissions .   The following information about an API endpoint can be viewed:   Description You can add a description for an asset, such as asset name, link to the asset page, or link to the API documentation. Note: API documentation is generated automatically.   Details Action: Message to a resource to perform a certain operation, such as GET, POST, PUT, DELETE. URIs: Uniform Resource Identifier. Address which identifies a resource. Parameter/Attribute Values: Options you can pass with the endpoint to influence the response. Attachment: You can upload more information for the specified API. Relationships All relationships, including data lineage, can be viewed using Nexus. Click to Open nexus, a navigable map that shows a web of connections between assets.   Details of an API endpoint When to Use API catalog? As a developer, you can use the API catalog to find the API you need in your workflow. The catalog provides detailed insight into how API endpoints are used in a workflow and give visibility into a workflow’s lineage. As a user, you can check where - in which workflows - the API endpoint is used. Check Relationships to see the lineage. Example of the Relationships section of an API endpoint   API catalog is also mentioned in the following articles: New in Connect 19.4 and Release Notes 19.4.
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 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
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