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Welcome to Part 4 of the License Series. While we hope you never have to visit this page, we know that each unique environment can cause issue with installing any software and want you to be able to quickly resolve the license issue. Below are some common errors we see with users attempting to activate a license.
This article will walk you through how to install a macro, so that it can be accessed from the tool palette in the Designer.
Download or save a macro to a directory
Open Alteryx Designer
Click Options > User Settings > Edit User Settings
Click the Macros tab within the User Settings window
Click the + icon and select the directory used to save your macro(s)
Enter a Category Name for the directory to appear as in the Designer
Macro(s) will now show up in the category specified
Things to consider:
- all macros within the folder specified will be installed
- the category specified within the macro Meta Info will take priority over the Category Name specified in step 6:
A macro can be added to a workflow without installing it. Do this by right-clicking on a blank-portion of your wokrflow and selecting Insert > Macro.., then navigate to the location of the macro you'd like to insert.
This directory was generated by the Alteryx install script, and contains an instance of the Oracle Instant Client. Oracle Instant Client is a collection of installed Oracle Database libraries for connecting Alteryx Designer to local or remote Oracle Databases. There’s no need for tnsnames.ora file.
This article provides step by step instructions for setting up a standard data install. There is already a fantastic article about Network Installs you can check out if you're interested.
A standard data install is pretty straight forward. Plug in the external drive and double click on the DataInstall.exe file to launch the installer.
When the welcome screen comes up, go ahead and click Next:
Read and Accept the license agreement on the next screen and click Next again:
Select the data sets you would like to install. If you want all of them just click the All button on the right. Otherwise, you can select individual datasets by selecting the check box next to them:
Next, choose any previously installed datasets that you would like to remove by selecting them in the tree structure similar to the previous screen. You don't have to choose anything here if you want to keep everything, however, keep in mind that the data bundle is very large and you may not have enough space to keep multiple vintages installed locally.
Finally, browse to the file path you would like to install the data to. The default path will be auto-populated but if you'd like to install it somewhere else just update the path:
Once you set your path, click Finish and sit back and relax while your data installs.
For 10.1, we updated our installer screens to something a bit more modern looking. Here's a comparison:
Some users may run into an issue where the new Alteryx installer screens do not display text correctly if Alteryx is being installed on a machine using a Windows Classic/Windows Standard theme. (See the image to the right.)
Windows 2008 R2 Server OS system uses this theme, so users with this OS may encounter the issue.
We believe this problem will only occur if the machine also has a previous version of Alteryx installed.
If the issue occurs, there is a simple work-around:
Quit the installation
Uninstall the previous version of Alteryx using the Control Panel.
After the uninstall is complete, run the installer again. The installer screens should display properly.
This information is also available on our Release Notes page (http://downloads.alteryx.com/). It's always a good idea to read through the Release Notes when downloading a new version.
Key Features - highlights exciting new enhancements added for the release.
Additional Changes - lists minor updates as well as notable bug fixes.
Known Issues - documents small issues (like the one outlined above) and work-arounds to use if you encounter them.
Although 10.1 is a minor release, it contains a number of exciting new enhancements, and we're looking forward to hearing what you think about them.
With the release of 10.0, people are naturally interested in compatibility with workflows they have developed in 9.5. Additionally, many users will be in a “mixed version” environment as their company transitions to 10.0 and are interested in what options are available to them.
Applications developed in 9.5 can certainly be opened and run in 10.0. We perform a lot of testing and technical work to ensure that Forwards Compatibility is fully functional. Anything that was built in 9.5 should continue to work in 10.0.
Undoubtedly, the recommendation is to perform the 10.0 upgrade across the organization when all users are ready for the change. This eliminates any issues with “backward compatibility” and makes it easier and seamless to share applications - workflows, macros, etc.
If you do find yourself operating in a mixed environment, there are some things to be aware of:
A 9.5 app that is opened in 10.0, then saved in 10.0, will no longer be accessible via 9.5
If you publish apps to a server, you will want to make sure that the server version is compatible with the apps you will be publishing. If you have 9.5 apps then you can leverage both a 9.5 server, as well as a 10.0 server. However, if you’re developing in 10.0 then the server will also need to be 10.0
If you need to support both environments for a period of time, it is possible to install two versions of Alteryx on a single machine. Admin and Non-Admin versions can be installed side-by-side. (e.g. If a user has the Admin version of 9.5, they can install the Non-Admin version of 10.0 and switch between them.) Recognize that if you publish apps to the server, you will need to be running the Admin version of the same version as what is running on the server.
Considering the entire Core Data Bundle is around 200gb, we often have cases where a user will run out of hard drive space during the data install. If you find yourself in this boat and are on a company network, you can resolve your space issues by performing a network install with the Alteryx Core Data Bundle. To perform a network install, you will need to do two things:
Copy the contents of the Core Data Bundle hard drive to a shared server location (Location A).
Make a Network Install in a different location that users can point to and run the network installs from (Location B).
To make an install that users can point to:
Run DataInstall.exe and select ALL datasets to install.
At the next page, select Prepare a Network Install and point to a shared location on the network for your destination.
Install the data.
Suggested User Installation Instructions:
From Location B, navigate to the DataInstall.exe file that was recently copied to a shared network location and run it.
Select all datasets that you would like to run from the network.
Select Register From a Network Location and click Finish.
Keep in mind that running any analysis from the network could potentially increase your module run time as now we are introducing a new variable in the mix (network latency). If your primary concern is local hard disk space, this is an excellent option. Special thanks to Maureen W. for her help with these steps, until next time! Chad Follow me on Twitter! @AlteryxChad
Welcome to Part 2 of the License Series and how to install your Alteryx License. If you have not read Part 1 of the series, we recommend starting from the beginning especially if you are new to Alteryx.
11.8 and newer License FAQ - Licensing-FAQ-Alteryx-11-8
11.7 and older licensing information below
We have two different ways to activate your license. A license key or a license file. A license key will be able to be used if the company has the setup as seen in Part 1 and has internet access. If the user does not meet the requirement, or does not have internet access, the user will have to use a license file. Both of these will be sent to you in an email.
Your license key or file is your access to Alteryx.
Licensing Issues or questions please email: firstname.lastname@example.org
PLEASE KEEP YOUR LICENSE KEY EMAIL OR FILE. We ask that you keep this email due to equipment changes that may occur. This will make it easy and quick for you to get back up and running if for whatever reason you are no longer using Alteryx on your current machine.
Important: The license will be associated to a user's email. Only unique emails can be used with the license key. The user cannot use their email address more than once on the same key. Nor can a license be utilized with one email address on two machines simultaneously. Each machine and email needs to be licensed per your contract. If a user wants Alteryx deployed on more than one machine, the user would need two keys or use two seats with different emails on the same key.
Understanding Seats on your license:
License keys are created with a minimum of one seat and a maximum of 300. License Owners may distribute the key to as many named end users as there are seats. For instance, if my license key contains 10 seats, the License Owner will distribute the license to 10 named end users to activate with their email address. Active named users will appear on the Gallery. See the ‘License Management’ section found in Licensing Series Part 3 for more information on how to manage users on the gallery and the responsibilities of a License Owner.
Here is what your license key email information consists of:
Number of seats
Expiration date of license
Alteryx Designer Install Screen:
Server Activation Screen. This will be different from Designer as many of the activations will be offline:
Example of License File:
If you are using license files, you would receive an email from one of our Fulfillment team associates with the file attached. Save this file to the machine that has Alteryx deployed. Once saved, double click on the file and Alteryx will open with the License Manager window showing what is on the license file.
When activating a license, you may receive the below window when you have the Alteryx Scheduler or Server installed making you aware that Admin rights are necessary to run these versions. If you have the Scheduler or Server please select the License Designer and Scheduler option:
In some cases, your license may need to be manually authenticated. The reason for this may be that the machine Alteryx is on has a proxy setting that does not allow Alteryx to get to its licensing server or that your machine is offline. The error below is asking to try and use the manual authentication process:
If you receive this suggestion, please select OK and send an email to email@example.com with the Serial Number, System ID, and Request Code asking for the Unlock Code for Manual Authentication:
Installing a license key the AlteryxActivateLicenseKeyCmd executable can be found within the bin directory of the Alteryx install. The following command installs and authenticates a license key and produces an error on failure. Usage: AlteryxActivateLicenseKeyCmd.exe [LicenseKey] [User email address]
Installing a License File the SrcLicenseManager executable can be found within the bin\bin32 directory of the Alteryx install. The following command installs and authenticates a license file silently and does not produce any errors or warnings on failure.
Alteryx Command Line Install Guide
Now that you know how to install your license. Let's move onto Managing your License!
License Series Part 1 - Welcome to Alteryx
License Series Part 3 - Managing Your License
License Series Part 4 - License Errors