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Alteryx Server Administration Best Practices
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17 - Castor
06-30-2023
09:52 PM
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Hi all!
I'm beginning to take charge of Server Administration soon. My experience has mostly been on the UAT Server side, and we're launching a Prod Server soon.
I'd like to know if there are any documentation or best practices that the community would like to share here. I want to know how to better manage and improve our Server experience for our end users.
Share your stories in your teams - all advice is welcomed! 😁
Calvin Tang
Alteryx ACE
https://www.linkedin.com/in/calvintangkw/
Alteryx ACE
https://www.linkedin.com/in/calvintangkw/
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2 REPLIES 2
17 - Castor
07-12-2023
01:29 PM
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Hi @caltang ,
I would say this document is a good start: https://www.alteryx.com/resources/whitepaper/server-deployment-best-practices?thanks=true
Other things I can think of:
- Understand everything about Server Upgrade. When to do a 2-step upgrade, pre-upgrade checks, MongoDB versions
- Create an automated backup process. Scheduled Server Snapshots as well
- Create an internal process for workflow migration from UAT to PROD
- API-based migration: https://community.alteryx.com/t5/Community-Gallery/Alteryx-Gallery-Workflow-Migration/ta-p/1031739
- Be aware of Gallery Data Connections when using the API-based solution
- Create a document with checks that must be done prior to moving to PROD. For example, optimization, documentation, shared folder usage, data connections, etc..
- API-based migration: https://community.alteryx.com/t5/Community-Gallery/Alteryx-Gallery-Workflow-Migration/ta-p/1031739
- Try leveraging the Alteryx Server Usage Report (being deprecated as of 22.3). The data is all there and you have a PDF or TAbleau workbook as your starting point, but I would create something to manage better the Users, Schedules/Jobs, Queue, Collections, etc.
- Be mindful of your MongoDB size:
- Learn more about Logs and how to identify errors:
- Gallery
- Use user groups to manage collections and data connections together.
- Based on the usage report, perform a cleaning process of schedules not being used, deleting or moving workflows from users that left the company.
- Based on the usage report, evaluate users that need training or that are misusing the server.
- Naming convention for Collections and Workflows
That is all I can remember for now. Hope it is helpful.
Best,
Fernando Vizcaino
07-12-2023
03:43 PM
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Thanks @fmvizcaino !
Calvin Tang
Alteryx ACE
https://www.linkedin.com/in/calvintangkw/
Alteryx ACE
https://www.linkedin.com/in/calvintangkw/
