Alteryx Server Upgrade from 2023.1 to 2024.2

Hi Everyone,

We're planning for Alteryx Server upgrade from 2023.1 to 2024.2, because of mongo upgrade from v5 to v7 we have to do pit stop on Alteryx server 2023.2 or 24.1 and then upgrade to 24.2. Alteryx tech support is suggesting us to go for 2 upgrades in one go. 2 upgrades in one go is very new to us, we're not aware of the challenges and issues with 2 upgrades. Has anyone done 2 upgrades? Please suggest some good practices or challenges you face while doing the upgrade.

Thanks,

Srivatsan

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Accepted answers

fmvizcaino

Hi @vatsan19 ,

Yes, you can do both at once with no issues. If you have done an upgrade before and know the steps, you will be fine but here are some things to keep in mind:

Perform a backup in both steps - MongoDB and the runtimesettings file
Perform the preupgrade checks - This will help preventing your MongoDB schema upgrade from failing / service from not starting
Have some critical workflows to test after each upgrade
After the intermediate upgrade, perform a quick check of everything. Navigate the pages, run workflows, and see if everything appears to be in place
Python is also getting upgraded - If you use the python tool or custom connectors downloaded from the marketplace, those will have to be installed again
1. https://help.alteryx.com/current/en/server/install/install-or-upgrade-server/python-tool-environment-in-server-upgrades.html#python-tool-environment-in-server-upgrades
2. https://help.alteryx.com/release-notes/en/version-support-policy/alteryx-embedded-python.html
In case your upgrade doesn`t work and you need to roll back
1. The runtimesettings file will have to be replaced with the backup one - the xml structure sometimes changes from one version to another.
2. Best/Faster if you have a server snapshot to go back to.

https://help.alteryx.com/current/en/server/best-practices/server-upgrade-best-practices.html##

https://help.alteryx.com/current/en/server/install/install-or-upgrade-server/server-upgrade-checklist.html

Best,

Fernando Vizcaino

All comments

fmvizcaino

Hi @vatsan19 ,

Yes, you can do both at once with no issues. If you have done an upgrade before and know the steps, you will be fine but here are some things to keep in mind:

Perform a backup in both steps - MongoDB and the runtimesettings file
Perform the preupgrade checks - This will help preventing your MongoDB schema upgrade from failing / service from not starting
Have some critical workflows to test after each upgrade
After the intermediate upgrade, perform a quick check of everything. Navigate the pages, run workflows, and see if everything appears to be in place
Python is also getting upgraded - If you use the python tool or custom connectors downloaded from the marketplace, those will have to be installed again
1. https://help.alteryx.com/current/en/server/install/install-or-upgrade-server/python-tool-environment-in-server-upgrades.html#python-tool-environment-in-server-upgrades
2. https://help.alteryx.com/release-notes/en/version-support-policy/alteryx-embedded-python.html
In case your upgrade doesn`t work and you need to roll back
1. The runtimesettings file will have to be replaced with the backup one - the xml structure sometimes changes from one version to another.
2. Best/Faster if you have a server snapshot to go back to.

https://help.alteryx.com/current/en/server/best-practices/server-upgrade-best-practices.html##

https://help.alteryx.com/current/en/server/install/install-or-upgrade-server/server-upgrade-checklist.html

Best,

Fernando Vizcaino

vatsan19

Thanks @fmvizcaino .

Should i need to do the pre checks and backups again after upgrading to my pit stop version i.e. 2024.1 or 2023.2?

Thanks,

Srivatsan

fmvizcaino

Yes. I haven`t seen cases where the intermediate upgrade would cause the same issues found on the pre-upgrade checks, but since it takes a minute to run a new pre-upgrade check, I would do it.

vatsan19

Thanks for your response @fmvizcaino , It was helpful to us.

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