Alteryx Server to write excel files in SharePoint

[Jenalyn_Ramos]

Hi, Everyone.

I just uploaded my workflow in Alteryx server so that the process owners will be able to schedule and/or run the workflow without having Alteryx. First, I tried running the workflow in server and it was successful. However, the output are just saved in server instead of SharePoint. The flow of my workflow is: Input: Oracle then some data transformation, Output: overwrite excel files in SharePoint. The SharePoint URL is mapped in my local drive as folder Z then I used this in Output tool. If I run the workflow in Alteryx, it is properly working from end to end. But, if I run it in Alteryx server, output is not saving in SharePoint. Can you please help me?

Thanks,

Jena

[Derangedvisions]

you were able to write to the SharePoint drive on the Server (when you ran it manually)? please let me know how you managed that (we have a few workarounds we use currently that i'd like to get rid of)

We've never been able to write a file to SharePoint with the Alteryx Scheduler.

there's a thread with a few workarounds to try

https://community.alteryx.com/t5/Alteryx-Server-Discussions/Scheduler-amp-Sharepoint/m-p/310880#M240...

[Jenalyn_Ramos]

I published the workflow as is in the server where the SP site is mapped as folder Z. When I run manually in server, the output (excel files) are stored in server and need to manually download. We tried using UNC path as the output instead of the folder Z. It is running in the Alteryx Designer but in Alteryx server, we are getting "Cannot access folder [UNC path]". We granted the service machine accounts of full access in the SP site and still getting the same errors.

[KaneG]

Something else to check is that whichever user is set up as the "Run As" user in System Settings on the Server needs to have access to that network location.

[Jenalyn_Ramos]

We have granted the service accounts of the server the full access to the SharePoint site. I need to schedule the workflow in server so that it will run daily. However, when I manually run it in server, I'm getting the "Cannot access folder\\UNC" error.

[KaneG]

When you say 'service accounts of the server', is that the account that is set in Alteryx System Settings as the 'Run As' user?

[Samuel_To]

Hi Jena,

If the SharePoint URL is mapped in your local drive as folder Z, then need to mapped the sharepoint URL with the same letter Z on server side. The file path must be the same. 

Also make sure that alteryx server can access to the sharepoint server and no firewall in between.

Finally, make sure the access right of account for running workflow is the same . 

The output can be download in the gallery, since the file created in the temp space of alteryx server. 

If the file can be generated in sharepoint, there is nothing can be downloaded in gallery.

Hope it helps

Thanks and Regards,

Samuel

[sean_bolte_dup_544]

@Jenalyn_Ramos to @KaneG's point, here are the settings that have to be in place in order for our SP connections to work -

our server is in a secure domain, and this is a SP 365 instance. We did have to open up the relative IP/ports as well. The credentials are for the domain, so need to make sure to utilize the creds specific to the domain where your server is located.

[Jenalyn_Ramos]

Hi, Samuel.

IT helped me map the SP site as Z folder in the server accounts. However, he is getting error and cannot proceed. Not sure why the server is rejecting this process knowing that we have given the server accounts full access control to the SP. Can you help me?

Thanks,

Jena

[Jenalyn_Ramos]

IT said that this is not possible in the server. Not sure why though.