Alteryx Server upgradation

[venkat24]

Hi All,

We are planning for alteryx server upgradation from 2021.4 to 2022.3. Before going for the prod upgradation, we are testing on the dev machine first.

I have generated the backup (Mongodb)

Downloaded the new package 2022.3 from the product download page.

Stoped the alteryx server services.

Question..?

When i tried click on the download package, its saying that the uninstall the Existing Alteryx server before installing the new version download .

Note: I havent performed the upgradation before. Should i unistall the current server to upgrade to server version.

[fmvizcaino]

Hi @venkat24 ,

Probably someone installed Alteryx designer on this server machine without the need. I would check the add/remove programs to see if that is the case and proceed with uninstalling this designer instance. Remember that a designer instance comes with the Alteryx Server installation, so it is not needed to be installed. Regarding the server, you don`t have to uninstall it first, it does that automatically.

Before moving forward with your upgrade, I suggest you read these materials

1. Release notes: Check if the server version you want to install is mature enough. As a partner of Alteryx, we always suggest that our clients stay one version behind the most recent one, just in case. In this case, 22.1 (since 22.2 is FIPS only)

https://help.alteryx.com/release-notes/server/server-20223-release-notes 

2. Server 22.3 changed the encryption method, so you will need to add one more step in your upgrade (more steps, more problems 😅)

https://help.alteryx.com/20223/server/whats-new-server-20223

3. Preupgrade check: Due to issues in AD or some other things, inconsistencies can be found inside MongoDB, and we have a process to check and fix these but also mandatory steps to guarantee we will have everything in case of a rollback or loss of information, so read this very carefully.

https://community.alteryx.com/t5/Alteryx-Server-Knowledge-Base/Alteryx-Server-Pre-Upgrade-Checks/ta-...

Best regards,

Fernando Vizcaino

[Pwood]

Would you say that it is not recommended to skip versions in upgrades?

[fmvizcaino]

Hi @Pwood ,

It is fine to skip Alteryx server versions as long as you respect a few guidelines:

1. You can`t skip 2 mongoDB versions.
   1. https://help.alteryx.com/20223/server/mongodb-schema-reference
   2. On the link above, you can see the mongoDB versions for each server version and if you were to go from the version 2019.2 to 22.3, you would need to do an intermediate upgrade since you are skipping the mongoDB version 4.0
   3. Example
      1. Server version - 2019.2 > 2019.3 > 2022.3 (MongoDB version - 3.4 > 4.0 > 4.2)
2. Additional or version specific guidelines
   1. Example: change of encryption method in 22.3: https://help.alteryx.com/release-notes/server/server-20223-release-notes
      1. In this case, you only can upgrade to 22.3 if your version is higher or equal to 21.2
      2. If your server version is below that, an intermediate upgrade is required.

Best.

Fernando Vizcaino