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Alteryx Knowledge Base

Definitive answers from Designer experts.
Announcement | We’re thrilled to announce our newest Alteryx Designer Expert Certified users! Learn more.
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Quick navigation for the Tool Mastery Series!
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First added to Alteryx Designer in version 10.6, the Optimization Tool is a member of the Prescriptive Tools (included with the Predictive Tools installation) and allows you to solve optimization problems. Mathematical Optimization is the selection of the best possible option(s), given a set of alternatives and a selection criterion. In this Tool Mastery, we will review the inputs, configuration, and outputs of the Optimization Tool.
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  Our incredible user community came through once more with their most valuable Alteryx tips & tricks, these along with our own are now captured in our Tips & Tricks 2018 book.   Our sincere gratitude to our user community for their contributions and for attending our session at Inspire 2018 !   Enclosed is our 100 + pages of tips & tricks … enjoy !     Margarita, Henriette & Jessica Customer Support Engineering
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Alteryx provides product technical support for a period of eighteen (18) months after the Release Date of each Release Version, as outlined in the tables below.   NOTE: You can find product 'Release Version' details for all Alteryx Analytics Platform products by following the steps here.   Alteryx Designer & Server Release Version Detail Release Date End of Support (EOS) 2018.3.5.52487 10/1/18 4/1/2020 2018.3.4.51585 8/27/18 2/27/2020 2018.2.6 8/16/2018 2/16/2020 2018.1.6 7/17/2018 1/17/2020 2018.2.5.48994 7/5/18 1/5/2020 2018.2.4.47804 5/31/2018 12/1/2019 2018.1.4.44311 4/2/2018 10/2/2019 2018.1.3.42973 3/6/2018 9/6/2019 11.8.3.40692 1/19/2018 7/19/2019 11.7.4.37815 11/28/2017 5/28/2019 11.5.1.31573 8/15/2017 2/15/2019 11.3.3.30523 7/14/2017 1/14/2019 11.3.2.29874 6/27/2017 12/27/2018 11.0.5.26351 3/21/2017 9/21/2018 11.0.3.25674 2/15/2017 8/15/2018 10.6.8.17850 7/12/2016 6/28/2018 10.6.6.17413 6/28/2016 12/28/2017 10.5.9.15014 5/5/2016 11/5/2017 10.1.7.12188 2/18/2016 8/18/2017 10.1.7.11834 2/4/2016 8/4/2017 10.1.6.11313 1/14/2016 7/14/2017 10.1.6.60263 11/30/2015 5/30/2017 Predictive Analytics 10/24/2015 4/24/2017 10.0.9.58949 9/26/2015 3/26/2017 10.0.9.58645 9/9/2015 3/9/2017 10.0.9.58529 9/3/2015 3/3/2017   Alteryx Connect Release Version Version Information Displayed in Product Release Date End of Support (EOS) 2018.3.0  v18-3-7-20180814.115808-git.ae708379 8/27/18 2/27/2020 2018.2.4.47804 v18-2-6-20180418.134811-git.67cf65dd 5/31/2018 12/1/2019 3.0.0_0c4cae69 v17-4-7-20180212.164240-git.0c4cae69 3/6/2018 9/6/2019 2.0.0_05b4e5c2 N/A 11/28/2017 5/28/2019 1.0.1.31573 N/A 9/12/2017 3/12/2019 1.0.0.31573 N/A 8/15/2017 2/15/2019   Alteryx Promote Release Version Version Information Displayed in Product Release Date End of Support (EOS) 2018.3.4.51585 v2018.3.0 - Build c14dfc7 8/27/18 2/27/2020 2018.2.4.47804 v2018.2.0 - Build 593b5b29 5/31/2018 12/1/2019 2018.1.3.42973 v2018.1.0 - Build 2bfb396 3/6/2018 9/6/2019   Alteryx Analytics Product Compatibility Policy Alteryx is committed to ensuring that workflows created in legacy versions of Alteryx Designer will continue to work as expected with newer versions of Alteryx Designer. Alteryx will identify any known workflow compatibility issues. With the release of 11.7, a user may convert workflows created in a newer version of Alteryx Designer for use in an older version of Alteryx Designer. In this 'downgrade' scenario, a dialog appears asking the user to confirm or cancel the conversion process. Conversions performed in this manner are not fully tested for compatibility. For Alteryx Designer users who also use Alteryx Server, Alteryx is also committed to ensuring that in an upgrade scenario, legacy versions of Alteryx Designer are able to successfully connect to and use the newest Alteryx Server version. Therefore, it is always recommended that Alteryx Server first and the Alteryx Designer installations are upgraded thereafter. Alteryx will identify any known upgrade compatibility issues. If you experience any issues with an upgrade, please visit alteryx.com/support.   Alteryx Designer Predictive Tools Compatibility Policy Alteryx Designer users can install predictive tools for use with open source R, or Microsoft R. This table details the versions compatible with each release of Alteryx Designer.   Alteryx Designer Version Standard R Version RRE - Revolution R Enterprise (renamed as Microsoft R Server in 2016) Microsoft R Client (MRC) Microsoft R Server (renamed as Microsoft Machine Learning Server in 2018) Microsoft Machine Learning Server (MMLS) 2018.3 3.4.4   Deprecated by vendor - Not supported   3.4.3   Deprecated by vendor - Not supported  9.3 2018.2 3.4.4 Deprecated by vendor - Not supported 3.4.3 Deprecated by vendor - Not supported 9.3 2018.1 3.3.2 Deprecated by vendor - Not supported 3.3.2 9.0/ 9.1 NA 11.8 3.3.2 Deprecated by vendor - Not supported 3.3.2 9.0/ 9.1 NA 11.7 3.3.2 Deprecated by vendor - Not supported 3.3.2 9.0/ 9.1 NA 11.5 3.3.2 Deprecated by vendor - Not supported 3.3.2 9.0/ 9.1 NA 11.3 3.3.2 Deprecated by vendor - Not supported 3.3.2 9.0/ 9.1 NA 11.0 3.3.2 Deprecated by vendor - Not supported 3.3.2 9.0/ 9.1 NA 10.6 3.2.3 8.0 Not supported NA NA     Alteryx Analytics Platform Hardware and Operating System Requirements Product Chip Disk Size Machine OS Processor RAM Designer Quad core (single chip) 500GB - 1TB Minimum: 64-bit, High Performance: 64-bit, 32-bit not supported Microsoft Windows 7 or later (64-bit) 2.5GHz or faster 8GB;16GB Connect Quad core (single chip) 25GB Recommended: 64-bit, 32-bit not supported Microsoft Windows Server 2008R2 or later 2.5GHz or faster 8GB Promote Quad core (single chip) 100GB Required: 64-bit, 32-bit not supported Linux CentOS 7 2.5GHz or faster 16 GB Server Quad core (single chip) 1TB Recommended: 64-bit, 32-bit not supported Microsoft Windows Server 2008R2 or later 2.5GHz or faster 16GB;32GB   Supported Browsers for Alteryx Analytics Platform   Alteryx Analytics is supported on the following versions of Chrome, Safari, Firefox, Internet Explorer and Edge web-browsers*:       Chrome - Windows Safari - MacOS Firefox Standard Release Internet Explorer Edge Alteryx Analytics Platform latest 11 and above latest (60 and above for Firefox ESR) 11 and above latest         *Note: from time to time, the vendor may provide an update to its web-browser that results in compatibility issues with the browser version used by Alteryx in the development and pre-release testing of the Alteryx platform. Alteryx will use reasonable efforts to mitigate against this risk but we also encourage you to be mindful of browser versions used within your organization and to manage your deployment of the Alteryx platform accordingly.   Alteryx Virtual Environment Support Nutanix, Azure, AWS, VMWare, GCP. All of Alteryx's products run in modern virtualized environments that are properly configured. Support also depends on using a supported and properly configured Windows operating system that also meets or exceeds minimum OS hardware environments.   Alteryx Server MongoDB Support Policy Alteryx Server users have two options for managing user and instance metadata. 1) Use the version of MongoDB embedded in the server installation 2) BYO (Bring Your Own) Mongo DB instance Alteryx ships a version of MongoDB in product <OR> customers can connect to their own version. In the case of the latter, Alteryx doesnt provide support, but we do ensure that users are able to successfully connect to their own existing instance of MongoDB and the expectation is that users will be able to connect to that MongoDB instance and manage their Server users and metadata from there.   Release Version Release Date End of Support (EOS) Version of MongoDB embedded Certified versions of MongoDB supported to connect to user managed instances 2018.3.4.51585 8/27/2018 2/27/2020 MongoDB version 3.4 MongoDB version 3.0 and 3.4 2018.2.6 8/16/2018 2/16/2020 MongoDB version 3.4 MongoDB version 3.0 and 3.4 2018.1.6 7/17/2018 1/17/2020 MongoDB version 3.4 MongoDB version 3.0 and 3.4 2018.2.5.48994 7/5/2018 1/5/2020 MongoDB version 3.4 MongoDB version 3.0 and 3.4 2018.2.4.47804 5/31/2018 12/1/2019 MongoDB version 3.4 MongoDB version 3.0 and 3.4 2018.1.4.44311 4/2/2018 10/2/2019 MongoDB version 3.0 MongoDB version 3.0 2018.1.3.42973 3/6/2018 9/6/2019 MongoDB version 3.0 MongoDB version 3.0 11.8.3.40692 1/19/2018 7/19/2019 MongoDB version 3.0 MongoDB version 3.0 11.7.4.37815 11/28/2017 5/28/2019 MongoDB version 3.0 MongoDB version 3.0 11.5.1.31573 8/15/2017 2/15/2019 MongoDB version 3.0 MongoDB version 3.0 11.3.3.30523 7/14/2017 1/14/2019 MongoDB version 3.0 MongoDB version 3.0 11.3.2.29874 6/27/2017 12/27/2018 MongoDB version 3.0 MongoDB version 3.0 11.0.5.26351 3/21/2017 9/21/2018 MongoDB version 3.0 MongoDB version 3.0  
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  ISSUE:   Error “ Error: Publish to Tableau Server (1): Tool #252: Tool #4: Tableau Server API Request (Publish file) Error Code 400011: Bad Request -- There was a problem publishing the file ‘ ’ “ when publish .hyper file of Excel with data source metainfo (.tds) file.   Repro Step:   Connect to an Excel file on Tableau Desktop Create an Extract with .hyper extension Then right click on the data source > add to Saved Data source, to create the metadata file (.tds) file Open Alteryx Designer, connect to the same Excel file using input tool Drag a publish to Tableau Server tool, type in all the relevant information, for Data source metainfo (optional), select the .tds file created in step 3 When run the workflow, this error would occur   Resolution:   Option 1 Do not create extract of the file, for text based file, do no need to create a local copy After created the .tds file (add to Saved Data source) , open the .tds file in a text editor like notepad ++ Modify on line 8, where filename = ‘ ’, change the path to UNC path + The original one looks something like: filename='H:/output.xlsx' + Change it to something similar to the following: filename='\\extendthereach.com\alteryx\CustomerSupport\output.xlsx'   Note: As a best practice, have the original Excel file in a share drive if it need to be used for other users in the organization or it will need to refresh on Tableau Server in the future. And make sure Tableau Server Run As User account has the sufficient permissions to access the share drive.   Option 2 -   If the Excel file has to be located on the end user’s machine, change the path in TDS file (line 8) to something like the following when the file in on local machine:    filename='\\?\C:\Users\kchen\Documents\Example named ranges.xlsx'   Note: If the Tableau Server Run As account does not have sufficient permission to access the share drive where the file is located, the following error would occur when connected to the Data source on Tableau Server:     “Unable to connect to the file "C:/Users/<Username>/Document/filename.xlsx". Check that the file exists and that you have sufficient access privileges for it. DataServiceFailure Unable to connect to the server "localhost". Check that the server is running and that you have access privileges to the requested database.”     See following Tableau KB for more information: https://kb.tableau.com/articles/issue/error-unable-to-connect-to-the-file-file-path-Check-that-the-file-exists-and-that-you-have-sufficient-access-privileges-for-it-refreshing-extract  
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An index for all the Alteryx Product technical specifications and system requirements!
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What’s changing with Alteryx licensing in 2018? Find out in our FAQ!
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With the release of 2018.3 comes the long-awaited and highly anticipated Python Tool! This article is a general introduction to using the tool.
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If you are un lucky  while rendering a map in Alteryx with a Carto base map, you may encounter the error message Error: AGG error loading font (C:\WINDOWS\fonts\C:\Program). This article explains the cause of this error, and how to resolve it. 
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The Alteryx Forest Tool implements a random forest model using functions in the randomForest R package. Random forest models are an ensemble learning method that leverages the individual predictive power of decision trees into a more robust model by creating a large number of decision trees (i.e., a "forest") and combining all of the individual estimates of the trees into a single model estimate.  In this Tool Mastery, we will be reviewing the configuration of the Forest Model Tool, as well as its outputs. 
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R-based tools available to download from Gallery.
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Typically the first step of Cluster Analysis in Alteryx Designer, the K-Centroids Diagnostics Tool assists you to in determining an appropriate number of clusters to specify for a clustering solution in the K-Centroids Cluster Analysis Tool, given your data and specified clustering algorithm. Cluster analysis is an unsupervised learning algorithm, which means that there are no provided labels or targets for the algorithm to base its solution on. In some cases, you may know how many groups your data ought to be split into, but when this is not the case, you can use this tool to guide the number of target clusters your data most naturally divides into.
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Clustering analysis has a wide variety of use cases, including harnessing spatial data for grouping stores by location, performing customer segmentation or even insurance fraud detection. Clustering analysis groups individual observations in a way that each group (cluster) contains data that are more similar to one another than the data in other groups. Included with the Predictive Tools installation, the  K-Centroids Cluster Analysis Tool  allows you to perform cluster analysis on a data set with the option of using three different algorithms;  K-Means ,  K-Medians , and   Neural Gas . In this Tool Mastery, we will go through the configuration and outputs of the tool.
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The Publish to Power BI Tool has been deprecated and replaced with the Power BI Output Tool. See here for more information about the Power BI Output Tool: https://help.alteryx.com/current/MicrosoftPowerBIOutput.htm The rest of this article refers to the deprecated Publish to Power BI Tool. By combining Alteryx and Microsoft Power BI, organizations can streamline and accelerate the process of preparing and analyzing data. This provides a faster way to deliver an end-to-end experience for data access, preparation, analysis, visualization and consumption — delivering deeper business insight faster with a more complete set of data.   With the new macro connecting to Power BI within Alteryx is even easier!   Depending upon your intentions with the Power BI tool you may need to sign up for Power BI and Microsoft Azure or just Power BI.  If you are only using Power BI independently then Option 1 will be fine, however if you have corporate deployment of Microsoft Azure then Option 2 would be best.   Option 1: This option is ideal if you would like to manipulate your data in Alteryx and then use the visualization methods inside Power BI. This set up is perfect if you are not looking to manage users or connect to local or network directories.   Create a Power BI Account using the 'Get Started Free' Link Follow the steps below Option 2: This option if for a cooperate deployment who utilize the Microsoft Azure. To use the Alteryx application it needs to be registered by your Azure administrator and a Client ID obtained from them. When using an account you setup yourself, you'll need to perform the following Azure Active Directory administration tasks to obtain the Client ID. It is recommended to get help from someone familiar with Azure Active Directory management, however the links below give good step by steps guides on how to set this up.   Create a Power BI Account using the 'Get Started Free' Link Create an Azure Active Directory Tenant Register a Client App Obtain a Client ID If you are unsure if you would need integration between Power BI and Azure here is a useful video explaining the integration.  Follow the steps below Once you have selected your option let's move over to the Designer!   Step 1: Let's move to Alteryx   The Power BI tool can be found in the connectors category once installed from the Macro District on the Alteryx Gallery or the The Alteryx Starter Kit for Microsoft     You can now drag the macro onto the canvas and use it to upload your modified data to Power BI. Step 2: Configuration – Dataset Name   Enter the dataset name as you want it to appear in Power BI   Step 3: Configuration – Table Name   Enter that table name as you want it appear in Power BI   Step 4: Operation   Create New: This will create a new dataset/table. If the dataset already appears it will append ‘_2” to the dataset name. Append: This will append records to the existing table. (Dataset name has to be exact) Replace: This will overwrite the existing table. (Dataset name has to be exact)   Step 5: Advanced Tab   Interactive authorization: This option will prompt the user for their username and password for Power BI. If you are looking to schedule this workflow or upload to the Gallery please choose ‘Hard-coded credentials’ because the interactive authentication will not be able to retrieve the client ID. Refresh token: This option caches a ‘refresh token’ which allows the user to re-run the workflow without the needs to re-authenticate until the refresh token expires. (Check with Microsoft for expiration policies). Uncheck this box if attempting to publish to a different Power BI account so that the user will be prompted for a different username. Unchecking this box and running the workflow will delete the cached refresh token which could be useful if the token becomes corrupted. Hard-coded credentials: Please enter your Power BI Username; Password; and client ID. To obtain. This is the ideal choice if you are looking to schedule or run this workflow on the gallery.   Step 6: Run the workflow!   You can now run the workflow and Publish to Power BI.   Tips and Tricks   Our best practice is to select ‘Work or school account’ Power BI has about a 2GB limit in the cloud, so clean it up now and then.   Common Errors   Publish to Power BI (2) Tool #2: The external program "PBIGetAccessToken.exe" returned an error code: -532462766.     This error is related to write permissions when writing out the access token. This error should be fixed in the latest release on the Macro District As the Tips and Tricks mentioned please select ‘Work or school account’ and enter your credentials. This will prompt a new permissions window. Please hit ‘Accept’ and you should be able to write out the access token correctly.   If you continue to get this error please run Alteryx as Administrator.     Error: Publish to Power BI (48): Tool #4: The type initializer for 'Microsoft.IdentityModel.Clients.ActiveDirectory.AuthenticationContext' threw an exception.   Please check your .NET Framework (the easiest way to find out is probably to navigate to your installed programs via control panel), this tool requires a .NET 4.5 framework.     [Publish to Power BI (1) Tool #4: Loading an assembly required for interactive user authentication failed. Make sure assembly 'Microsoft.IdentityModel.Clients.ActiveDirectory.WindowsForms, Version=2.12.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35' exists]   This issue occurs when one of the dependent files (Microsoft.IdentityModel.Clients.ActiveDirectory.WindowsForms.dll) is missing or corrupt. Re-installing the tool should resolve this issue.     Power BI API error….HTTP/1.1 400 (‘error”(code…….     Open PBIX from Power BI webapp, then try to use macro to append/replace dataset of same name as PBIX results in error. The solution is to use a different dataset name. This is a bug in our JSON Build tool please do not have fields containing a period     The browser based authentication dialog failed to complete. Reason: The download has failed (the connection was interrupted)     Please enable TLS in IE advanced settings within internet options.       Authentication failed: Refresh Token is malformed or invalid     The refresh token is corrupted, please delete the refresh token in the same folder of the macro or uncheck refresh token in macro interface.       An Array can’t be at the top level     This is a bug with our JSON build tool please do not start with a number   If you continue to have problems with the Power BI Macro please contact Alteryx Support.   Best,   Jordan Barker Professional Services  
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In statistics,  standardization  (sometimes called data normalization or feature scaling) refers to the process of rescaling the values of the variables in your data set so they share a common scale. Often performed as a pre-processing step, particularly for cluster analysis, standardization may be important to getting the best result in your analysis depending on your data. 
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Tired of connecting tools one-by-one? This can definitely become inconvenient when you want to join/union many inputs or if you want to run a slew of analyses...
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The Neural Network Tool in Alteryx implements functions from the nnet package in R to generate a type of neural networks called multilayer perceptrons. By definition, neural network models generated by this tool are feed-forward (meaning data only flows in one direction through the network) and include a single Hidden Layer. In this Tool Mastery, we will review the configuration of the tool, as well as what is included in the Object and Report outputs.
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The  Field Summary Tool  analyzes data and creates a summary report containing descriptive statistics of data in selected columns. It’s a great tool to use when you want to make sure your data is structured correctly before using any further analysis, most notably with the suite of models that can be generated with the Predictive Tools.
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Sometimes you look at the steaming pile of data before you and wonder how you’ll ever get it in the form you need. Every option seems to require a great deal of manual labor, and as a lazy– er that is , as a data blending professional , that is simply something you will not abide.
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  This is a quick guide to get you up and running with Alteryx!   Please note: To license Alteryx versions 11.7 or older, check out the Licensing Series here. If you’re a current customer, check out the 11.8 Licensing FAQ for more information on what’s changing with Licensing.   If you have other questions about licensing, let us know at fulfillment@alteryx.com!   What do I need to get licensed? Alteryx products require license keys to activate, which are 32-character strings split into dashes, ex. 1a2b-3c4d-56ef-7g89-0h12-jkl3-4m56-n78o Each license key corresponds to a single product, so you may have one key for Alteryx Designer and another license key for an add-on product, like US Data. Each license key has a number of seats available, which corresponds to the number of machines it may be used on. A single user may use multiple seats if they activate the license key on multiple computers. Alteryx will send license keys to a license administrator at your organization, who decides how to distribute these licenses. How do I license Alteryx? Licensing Alteryx is easy! Just follow these simple steps: If you need to download Alteryx, you can find it in the Downloads & Licenses portal at licenses.alteryx.com. You will need your license key to sign in to the portal. Install Alteryx on your computer, and open it. When prompted, type in your email and paste in your license keys. You can input multiple license keys at the same time, one per line, if you have multiple licenses to activate. If you’re already licensed, you can get to this screen in Designer by going to “Options”, “Manage Licenses”, and then “Activate New License”. That’s it! What if I’m offline? If you’re offline, you’ll need to activate Alteryx using license files. To start the Offline Activation process, open Alteryx and go to Options > Manage Licenses. Select Activate License to bring up the window below: If you are on Alteryx between version 11.8 and 2018.1.3, you will need to be offline to see the activate offline option. Click on the Activate with File button in the bottom left. You will see two options, Create, and Browse. Click on the “Create” button and paste in your license keys, email, first name and last name. Then, click “Create request” to generate a *.req file and save it on your computer. Take this file and upload it to licenses.alteryx.com, or provide it to your license administrator. Click “Upload Activation Request” under the Announcements to upload. Download and save the *.bin file to your computer. Back in Alteryx, now click on the “Browse” button under “Use an activation file to activate offline”. If the previous window is still open, you can click “Back” to go back to the activation screen.     Transcript: LICENSING VIDEO TRANSCRIPT - USER Version 2018.1 brings significant changes to the Alteryx platform’s licensing system. As part of our partnership with Flexera Software, the new Downloads and Licenses portal provides Alteryx users with an easily accessible location to download recent product releases and a streamlined process for activating product licenses. Version 2018.1 is the first version in which users will be required to activate license keys that are compatible with our new licensing system. In this video, we will demonstrate how to access the Downloads and Licenses portal to download Alteryx Designer, activate a license, and manage your license in Designer. Once you have received your new license key from your license administrator, browse to licenses.alteryx.com. Enter the credentials you use to access the Alteryx Analytics Gallery. Haven’t been to the Gallery before? It’s simple to register and create an account! After entering your credentials or creating your account, you’ll be directed to the Alteryx Downloads and License portal. The Alteryx Downloads and Licenses portal displays information on the most recent releases of Alteryx products, download locations for each product, and announcements, including links to the Release Notes for the most recent version of the software. We’ll choose to download Designer for the most recent version of the software, 2018.1. In the box labeled “Product Downloads”, we’ll click “Alteryx Designer”. On the following page, we’ll choose the download package for the New Version, 2018.1. Select the installer for the product or products you’d like to install. You can choose between admin and non-admin versions of Designer and the Predictive tools, as well as reference map layers. To learn more about each product, click the “plus sign” next to the product name to expand its description. We’ll install the non-admin version of Alteryx Designer. To start the process, we’ll click the executable for this product, which begins the download process. To install the product, follow the prompts provided by the InstallWizard. Once you’ve completed the installation process, open Designer. You’ll be asked to activate your license. In the Activation window, enter your email address and the license key you’ve been given. Then, click “Activate”. Now, you’re ready to drag and drop! As a user, you’re able to easily see the products you’ve installed and the information associated with that product’s license in the Manage Licenses window. Under the “Options” Menu in Designer, we’ll choose to “Manage Licenses”. In this window, we can see our actively licensed products, the license key associated with that product, and the expiration date for that license. We can manage our licenses using the buttons to activate a new license or deactivate a license. Activating a new license opens an activation window where you can enter your email address and license key for the product you are activating or renewing. Deactivating a license allows that license key to be transferred to another user or a different machine. Select the product you’d like to deactivate using the check boxes to the left of the listed Products. Then, click “Deactivate License”. Confirm your deactivation by clicking “OK”. Should you need it for future reactivation, copy and paste the key that is displayed in the window. After clicking “Close”, you’ll notice that the deactivated product is no longer listed in the Manage Licenses window. In the event that you require an offline activation, you’ll need to activate your Alteryx product with an activation file. In this case, you’ll need to create a license request file from the offline machine, which then needs to be uploaded to the Downloads and Licenses portal by your license administrator. Please refer to the Licensing Help Documentation to complete the necessary steps for an offline activation. If you encounter an issue during your activation process, be sure to contact the Alteryx license administrator for your organization. What do I need to know if I'm a License Admin?   License admins play an important role in getting their colleagues up and running in Alteryx. All new license keys get sent to the License Admin, who decides how to distribute them in the company.   Here’s how it usually works: Alteryx sends an email over to the license admin (above) with the license keys and other information. The license administrator sends the license keys over to Alteryx users at their company, along with a link to licenses.alteryx.com, where they can go to download Alteryx software and datasets. License admins also have access to extra functionality on the Downloads & Licenses  portal at  licenses.alteryx.com!   Can I deploy Alteryx in a silent install? Absolutely! If you would like to automate the deployment of Alteryx, you can use our command line activation options to install and license Alteryx software in the form of a script or packaged app deployment.   What are the technical requirements? First, check that you meet the technical specifications for installing and running Alteryx. Make sure that Port 80 and Port 443 are open. The System Requirements of the licensing system require access to whitelist.alteryx.com, so please make sure that your organization's network has not blocked communication to this endpoint. You may still use offline activation even if this endpoint is blocked, but all online activation will be unavailable.   Transcript:   LICENSING VIDEO TRANSCRIPT - ADMIN Version 2018.1 brings significant changes to the Alteryx platform’s licensing system. As part of our partnership with Flexera Software, the new Downloads and Licenses portal provides Alteryx users with an easily accessible location to download recent product releases and a streamlined process for activating product licenses. For license administrators, the Downloads and Licensing portal offers the ability to easily view and manage licenses. In this video, we’ll demonstrate a few administrative tasks using the Downloads and Licensing portal. A new user at our organization has requested a license key for Alteryx Designer. We need to assign her a license key for this product. We’ll log into the Downloads and Licensing portal to see the available keys we have. Once in the portal, we see a few menu options: Licenses, Machines, and Accounts & Users. We’ll click on “Licenses”, then “View Licenses” to see all the licensed products available to us, as well as the associated license keys to those products. Each available license key is listed alongside its associated product, number of seats, and expiration date. The drop-down menus at the top right of the page allow us to filter this information either by product or by a specific license key. Let’s search one the keys we have been distributing to our associates. In the first drop-down, we’ll select “License Key”. In the second drop-down, we’ll choose “Equals” and paste our license key in the text box. Then we’ll click the magnifying glass icon to filter the data. After a moment, we see that only this license key has been found. This key licenses the Alteryx Designer, which is exactly what our user needs. We notice that it not only has available seats but also ample time before it expires. Then, we’ll select the license key and copy the key from the License Details screen. We’ll send that to our user so she can activate this key on her desktop. Let’s learn more about this license key that we’ve just distributed. Who else is using this key? And where is it installed? To find this information, we’ll navigate to the menu labeled “Machines” in the Downloads and License portal. We’ll select “Administer Machines”, which then gives us a list of every machine name with an activated license key. By hovering on the machine name’s associated “License Info”, we can see what product or products are active on that machine. Let’s narrow this list down by searching the license key we provided to our user. In the drop-down menu on the top right of the screen, we’ll choose “License Key” and paste the key into the text box. We’ll search the data for records associated with this key. Now, we can see a list of the machine names associated with this license. Hm, it appears we need to do a bit of maintenance. We know that a particular machine no longer needs an active license. We’ll revoke this license to remove it from the machine and make it available for another user. We’ll click the machine name from which we want to remove the license. Then, we’ll click the button that says “Action” and choose “Revoke a License”. In the gray text box under the column header “Quantity to Remove”, we’ll enter “1”, the number of license keys currently activated on the machine. Then, we’ll hit “Save” to commit this change. We have one more task to do: a user has left the organization and we need to remove him from our system. In the Downloads and Licenses portal, we’ll select the menu “Accounts & Users” to search for this user’s name. In the Users Advanced Search, we can search this user using a few methods; we'll search this user by last name, Skywalker, which we’ll manually type into the text box. Once our user appears, we can select the checkbox next to his information and from the box labeled “Action”, click “Delete”. However, on second thought…perhaps it’s better to change this user’s status to “Inactive”. This way, we’ll be able to view this user’s history in the portal, in case we ever need it. We’ll click the user’s display name, which then takes us to a page that allows us to edit this user’s information. We can change this user’s name and contact information, as well as their access to the Downloads and Licenses portal and their status. We’ll change this user’s status from “Active” to “Inactive”, then save our changes. For more information on Alteryx license administration, a number of additional resources are available to you. The Licensing Help Documentation provides detailed information on portal navigation and task execution. The Community includes an FAQ and Knowledge Base articles on a variety of topics related to licensing. Finally, any technical questions can be sent to our Fulfillment team at Fulfillment@alteryx.com.   UPDATE: As of 3/14/18, the URL "downloads.alteryx.com" will re-route to "licenses.alteryx.com".  To access the Downloads and Licenses portal, please sign in, and select the product you'd like to download, such as Designer, from the homepage.   Previous versions of your selected product can be downloaded on the following screen; toggle between "New Versions" for the latest version and "Previous Versions" for earlier, supported versions of the product.   
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