Alteryx Server Ideas

I just underwent an exercise of recovering my controller in the event of a catastrophic failure. One of the steps is to recover the DCME keys (DCM Encryption keys) - which is documented here: https://help.alteryx.com/20221/en/server/install/server-host-recovery-guide/dcme-keys-to-backup.html...

This DCME recovery needs to be revisited. This document assumes that the previous controller is running. In a disaster recovery situation, this is not possible. What, if any, can be done to recover the DCME keys if the host has is completely irrecoverable?

For context, having an irrecoverable host has happened. Complete hard drive failure (showing my age), nuked virtual machine and its backups (no one paid attention to the notices that the data center was shutting down), and fire.

Current State:

Currently, all workflows and applications are in list-form within "My Workspace" (formerly Private Studio) and Collections.  In My Workspace, I might have workflows and applications that support a broad range of domain spaces and audiences.  As the developer (or Artisan), they're all in My Workspace, but shown as an exhaustive list with no categorization unless I name them to represent not only the function of the workflow/application but also the domain. 

Once those same workflows/applications are moved to collections, there can exist confusion over whether the workflow/application is intended for a schedule, manual run, or application.  Separating by naming convention gets messy and degrades clarity for non-developer roles.

Proposed Solution:

I would like to see folders, only one or two levels deep, be added to My Workspace and to Collections.  This proposed solution would not alter permissions, as those would be common for the parent collection and any assigned roles would function the same for that entire collection.  The solution is simply adding organization to enhance the user experience.

For example:  I might have a Collection that is intended for my Finance team....

Finance_Collection / Scheduled_ETL_Workflows / Workflows

Finance_Collection / Scheduled_Analytic_Workflows / Workflows
Finance_Collection / Applications_for_AccountingDepartment_ReceivablesTeam / Workflows
Finance_Collection / Applications_for_AccountingDepartment_PayablesTeam / Workflows
Finance_Collection / Manual_ETL_Workflows / Workflows

Finance_Collection / Manual_Analytic_Workflows / Workflows

Finance_Collection / etc...

All persons who have been assigned the role connected to the "Finance Collection" will still see everything in all of the folders but would have a better sense of what "workflows/applications" are intended for their use according to the folders the workflows/applications are organized into.

Value Added (Why This Matters):

• Enhanced user experience (easier to find the correct workflows
• The volume of roles and collections can be reduced, thus reducing Admin strain
• The solution does not impact roles and permissions
• Overall management of workflows and applications is enhanced for the Artisans

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I welcome input and feedback from the community and would appreciate your support if you find this suggestion useful for your Alteryx experience!

Currently, we see the Districts and Collections now compressed into a list view. 

Previously, the Server had the widgets feature which really showcased the self-service nature of the Sever. Losing that just made decreased the emphasis on user experience. 

It would be great to allow Server Admins to decide whether they want lists or widgets to be available toggles as a design feature for both districts and collections will be of great help.

In addition, regardless of the option, the image size and wording size should be much larger - easier for people to see. Right now, we have to zoom to 150% to make it easier for ourselves to see. Having the ability to control font size, font control with bolds, italtics, etc. will be very helpful as well.

Most companies work on a period level basis and that is every 4 weeks.  There is no way in Alteryx currently to schedule workflows to run only every 4 weeks, the monthly options do not match this cadence.  If the option was added to select "every X week(s) on X day" this would also encompass biweekly scheduling as well.  Outlook currently has exactly what would be needed (screenshot attached.)

When I create a DCM Entry in Gallery, it would be great if the users I share it with would also be able to reference the credentials in their desktop designer when they sync their connections to the Gallery. 

Idea: Option to receive an email notification when a schedule gets disabled (could be added in the user settings, see attached picture)

Business Impact: The implementation of this idea would reduce delays that might even have a financial impact because

not receiving any notifications when a schedule was disabled could lead to

• important processes not being executed and users realizing that only at a later point in time (>> potential financial impact and stress)
• the user not being able deliver a report in time (>> potential financial impact)
• huge effort to manually track the workflow results on the server (or email notifications after a successfull run) to avoid the above two bullet points (>> financial impact due to waste of time)

I would be glad if you could implement this idea because I think it would be useful for a lot of people!

Hello all,

According to wikipedia https://en.wikipedia.org/wiki/Webhook

"A webhook in web development is a method of augmenting or altering the behavior of a web page or web application with custom callbacks. These callbacks may be maintained, modified, and managed by third-party users and developers who may not necessarily be affiliated with the originating website or application. "

An example : whoever publishes an asset, I receive a notification on Teams and when a scheduling task fails, it creates automatically an analysis task on Trello.

Seems cool, huh?

Guys at Tableau have implemented it (https://help.tableau.com/current/developer/webhooks/en-us/ ) and so do the guys for Qlik Cloud.

Best regards,

Simon

Hi Alteryx support team,

We would like to use the search functionality available in the schedules tab of Alteryx gallery and when anyone searches the schedule by typing the name in search box on schedules tab, he/she should get list of the results along with the schedule information such as frequency of schedule, times run etc.

As of now, when one searches results are displayed as jobs and their run history.

Case reference -  Alteryx, Inc Case # 00606791

Regards,

milan

Today, when you share a workflow with someone else through the collection, you cannot see the manual run that the person will do, neither the person will see yours. 

This is really annoying as this is not helping collaboration between colleagues. 

Since we use an external scheduler and the server api, only the job owner will see the job execution results within the gallery.

Idea here would be to let the sharing of job execution result as an option in the collection.

When you add a workflow you have to add its schedule to share the results in collection menber's.
A workflow can be in several collections and therefore different users can schedule it. (why not)
This results in multiple schedules for the same workflow. There is no reason why a workflow cannot have multiple schedules.(mandatory in some cases)

Automatically adding schedules to the collection would allow users to see that there is already a schedule on the workflows in question and not to recreate one!

it should also be possible to create a schedule from the collection.

Hello all,

Nowadays, chatting, commenting, having a discussion on assets that are published on a server is a very common feature, and a useful one !

Here an example on Tableau :

Collaboration is not a luxury item !

Best regards,

Simon

Hi all,

In an enterprise environment - DB connections need to be set up from the server and pushed down to your users; and they need to be managed across the various servers in your software lifecycle.

In other words - you may have a sandpit / dev server env; a UAT env; a pre-prod; and a prod env - and each of these need to have the same DCM credential IDs so that users can access these.     

(before you say "you can do this from the desktop) - that is true, however that's not a workable solution in an enterprise env because that means that users can change the password from their desktop into a prod env which is a breach of IT General Controls)

The solution here is to break DCM out in to a separate service - where

- all your servers (dev; UAT; Pre-Prod; Prod) can all point to one instance of DCM

- users can maintain their own connections and credentials

        - Each needs to have up to 2 owners so that you can deal with people moving jobs / leaving the firm

- users can also entitle these connections and credentials to their team members so that when the team member logs in, it shows a popup saying "you've just been given access to new credentials / connections"

- A particular connection may have multiple different variants - depending on the environment.

        - HR Data may point to a UAT version of HR data if you're on the UAT server; and to Prod if you're on the Prod server

        - if a connection is environment specific - then it also needs to have segregated credentials (since the login to your UAT HR Data may not be the same as prod).

Thank you all

sean

cc: @wesley-siu @_PavelP 

When adding jobs to the queue via API call, you currently cannot specify the name of the job.

Running the job directly from gallery allows this as in the picture below, but there is no setting to do so in the API.

When a workflow is used in many different situations, being able to specify a name for the individual run will make tracking and troubleshooting easier.

My team has started using an Alteryx Gallery 2022.1 instance and we have workflows that take a few minutes to run. Whenever we run a workflow, we are presented with a blank screen instead of the progress bar that we are used to in previous versions of the Gallery. I was wondering if there is a way of enabling the progress bar or at least setting up a load screen to notify the user that the workflow is in progress to avoid them wanting to re-run the application because “nothing is happening”.

This is what we are seeing:

This is what we are used to and would want to see when running our applications:

In an enterprise multi-node Alteryx Server deployment that has existed for many years and many upgrades, there are artifacts within the MongoDB that are unknown to Gallery Administrators. I envision a workflow or app that is developed by Alteryx that queries the MongoDB and looks for orphaned documents in the MongoDB across all collections. With 2022.3 there is a pre-upgrade check, however, it does not find all unexpected items within the MongoDB. Regular ongoing MongoDB health helps with overall management of the environment and could prompt for support cases before it becomes a problem during pre-upgrade activities.

Improve Gallery scheduling to allow the end user to specify company denoted Holidays when scheduling a workflow. If the workflow is scheduled on a Holiday the schedule would not run. This should be configurable per workflow schedule. Example: A daily report Monday through Friday would be able to skip Holidays based off a Holiday exclusion list. 

after run workflow in server, it has to download output files one by one. it very annoying when the number is huge.

please change like other platform like SharePoint etc. enable select all options and/or download all options.

The AlteryxService internal authenticated API that the nodes use to communicate with each other for status is not accessible to customers because it is using an undocumented authentication method. The data this appears to provide would be useful to server administrators to determine the true health of the individual nodes and for reporting purposes.

When scheduling an analytical app on Gallery, there is no UI for submitting app values. This significantly limits the value of scheduling workflows and using analytical apps. With this feature, it would allow our users to have more flexible scheduling while also simply maintaining one workflow. Because this feature doesn't exist, we have had to build workarounds by either creating multiple workflows or utilizing APIs. 

Since this feature is already available for manual runs and APIS (shown below), it shouldn't be a reach to also have this feature when scheduling a run.

Manual Method:

API Method: GET /workflows/{appId}/questions

Scheduling Method (no app questions):