Seeking Advice: Alteryx Server Configuration Tips

[anilahir490]

Hi,

I am learning devops, I have completed one of the top devops certifications. So I want some guidance on optimizing Alteryx Server configurations. Any tips for version upgrades, license management, and user access control. Here anyone can guide me on this.

Any help will be highly appreciated

[adhillon]

Hi @anilahir490,

This is a very big question in my opinion. I'm happy to share some things that I have learned.

Version Upgrades

• As a software versioning best practice, I always stay one version behind the latest version.
• Read the release documents for the version that you are upgrading to. Check this against the version to version guide.
• Use the server upgrade checklist.
• The server upgrade checklist will run you through all of the key steps for backups, understanding your environment (do you have multiple workers etc), it will tell you how to test as well as ensure that Python environments are pulled down in the appropriate order. 
• The server upgrade/ install documentation is very comprehensive and I'd suggest getting familiar with this.
• Overall. if you have followed the upgrade checklist, you should be in a good position to upgrade.

License Management

• This may depend on your organization. Sometimes, this is outside of your immediate control as IT oversees this due to a separation of duties. 
• You can manage licenses through the license portal - you might want to assess the usage of Alteryx to ensure that the licenses are being used as expected and to know when to revoke a license too.
• This section entirely depends on your circumstances - will everybody have a license? Is this subject to approvals? 

User Access Control

• Is this access to the Alteryx server or designer?
• Server is not license based and therefore you can have more users access this with limits in place using groups/ collections to tailor permissions.
• Does your organization need to separate out certain users and hide certain workflows from others?
• Are you looking to invite everybody to server? In which case, you may want to import AD groups
• I think overall, you can use server user roles and permissions to manage user access but what I have learned is that this really depends on your needs.