Merging two Alteryx server environment into one

[ahmadhw]

We have two separate Alteryx environment

First: version 2024.2 with user managed mongoDB 4.0.28

Second: version 2023.2 with embedded mongoDB 

We need to centerlize the two servers into one

What ate the Best practices for that ? 

How can I migrate the workflows, users, collections, subscription,.. etc successfully without creating a bug or issues. 

[Warcry · Accepted solution]

Detailed Steps for Migrating and Centralizing Alteryx Environments

1. Preparation:

   • Inventory: List all workflows, users, collections, subscriptions, and other assets in both environments.

   • Compatibility Check: Ensure all components are compatible with the target environment (e.g., MongoDB versions, Alteryx versions). 

2. Backup:

   • Data Backup: Backup all data, workflows, and configurations from both environments.

   • MongoDB Backup: Ensure you have a backup of the MongoDB databases.

3. Set Up Target Environment:

   • Install Alteryx Server: Install the desired version of Alteryx Server in the target environment.

   • Configure MongoDB: Set up and configure MongoDB in the target environment, ensuring it meets the requirements for both user-managed and embedded MongoDB setups.

4. Migration Prep Tool:

   • Install Migration Prep Tool: Download and install the Migration Prep Tool from Alteryx's website.

   • Run Migration Prep Tool: Use the tool to create a staged copy of the workflow data stored in your database. This step prepares the data for migration without interrupting normal operations.

5. Export and Import Workflows:

   • Export Workflows: Use Alteryx's export tools to export workflows from the source environments.

   • Import Workflows: Import the exported workflows into the target environment. Ensure all dependencies and connections are correctly configured.

6. Migrate Users and Subscriptions:

   • User Accounts: Migrate user accounts and permissions. Ensure that all users have the necessary access in the target environment.

   • Subscriptions: Migrate subscriptions and ensure they are correctly configured in the target environment.

7. Testing and Validation:

   • Test Workflows: Run tests on migrated workflows to ensure they function correctly in the new environment.

   • Validate Data: Validate that all data has been correctly migrated and is accessible.

8. Documentation and Training:

   • Document Process: Document the migration process and any changes made to workflows or configurations.

   • User Training: Provide training to users on any new features or changes in the target environment.

9. Monitoring and Maintenance:

   • Monitor Performance: Monitor the performance of the new environment to ensure it meets expectations.

   • Regular Maintenance: Perform regular maintenance and updates to keep the environment running smoothly.

Migrate between Embedded and User-Managed Mongo

Migration Prep Tool

[Warcry]

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