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Request for Migration Steps from Dev to Production – Alteryx 2023.2 with SAML (Entra ID)

BhanuprakashM
5 - Atom

Hi Alteryx experts,

I am currently using Alteryx Designer/Server version 2023.2 in a development environment, configured with SAML authentication using Entra ID. I’m planning to migrate this setup to the production environment.

Could you please outline the process and steps involved in performing this migration?

Looking forward to your guidance.

1 REPLY 1
KGT
13 - Pulsar

Migrate the environment? Not just the contents? I think there needs a little more info on just what you are trying to migrate.

 

I'll note, that I have never ghosted an Alteryx server and deployed, but it may be possible. I expect the passwords etc on the Alteryx Server would need to change as a bunch use SALT including HDD/Windows info etc.

 

Define the Windows Server setup vs Alteryx Server setup vs Alteryx Gallery Setup and dependencies.

  • Windows Server Setup: As per standard in your Org.
  • Most of the Alteryx Server setup needs to be done (can be scripted). Installing, licensing etc
  • Alteryx Gallery Setup happens after installing the Server, this is the part that you want to "Migrate" as the backend DB of the Alteryx Server/Gallery holds all the relevant info for the operation (some is separate in ini files). 

 

When I've helped companies set up a dev environment and then migrate that to Prod, it has been actually connecting the server box (metaphoric... or VM) to the Production systems. So it's basically been more of a "switch on" or "go live", which is not true migration or even elevation.

 

Do you need to move it to another server? If so, then I definitely recommend setting up the other server and installing Alteryx Server etc and set it up from scratch, then migrate the MongoDB (assuming default mongo) in the setup steps. After installing Alteryx, when you go through the system settings, you can connect to an existing MongoDB there. Check out this upgrade info if relevant: https://help.alteryx.com/current/en/server/best-practices/mongodb-in-server-upgrades-best-practices....