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Alteryx Server Ideas

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Our corporation has multiple private studios set up (depending on various teams within our infrastructure); when we provide a user access to one private studio, they cannot be part of another private studio (to update/add/remove their workflows); they can view/see them within the collections, but cannot action them.

 

If possible within the Alteryx Server interface, could users be added to multiple/different private studios (and be authorized for all), and have a toggle that would allow them to switch back and forth? This would alleviate a lot of our issues we have with users reporting/being involved with multiple teams (who are requiring access to different private studios).

Hey there,

 

Below you can see few of my suggestion to improve Alteryx Server. 

 

Idea for Alteryx Server monitoring:

  • Increase data what could be seen on workflow results.
  • Possibly create a report with filter option (to filter by user, gallery, workflow and etc.), which would at least contain data like:
    • Successfully ran workflows, count, percentage.
    • Failure rates, counts and etc.
    • Live data for monitoring purposes.
    • etc.
  • Possibility to connect to workflow results data (live data) with other tools like Tableau or Power BI to create dashboards and etc. to monitor and act on the error as soon as possible.
  • Give a chance for other users to check on the workflow statuses and etc same like workflow owner.

Give server more functionality with:

  • Ability for server automatically retry workflow based on configurations: in example:
    • retry flow in specific time (for example in 30 minutes)
    • number of possible retries
    • based on specific workflow (other) results ability to trigger to run another workflow
    • (Maybe there is a better way) ability to run macros which would for example open MS Excel, and run macro inside it. I have some of the workflows where workflow opens excel, runs macro inside, that macro triggers special Add In which connects to Essbase, it pulls the data, saves excel file, and then alteryx continues working with the file. So if such or similar workflows could be run on Server that would be awesome.
    • This is extremely exiting one: possibility to create environment for self-service users, which it would not be something like gallery (because gallery is more suitable for Alteryx Designers/users).
      • in that one environment admin could grant access for user and tick what specific user could see and run.
      • so for admin it would be one environment, and user would see only what is needed for him/her.
      • in that environment user would also be able to schedule self-service workflows to be received in example by email, or BOX drive or any other way. Scheduled workflow would have to be approved by an admin before it would be actually scheduled. 
    • I have not tried this one myself, but that would also be great if all alteryx server environment could be accessed by mobile devices (of course, some features would be limited).

 Hopefully you will find these suggestions interesting and useful. 

 

Regards,

Aurimas

Please provide the ability to bulk add/delete users to a gallery. This would be useful for on-boarding/off-boarding large companies, departments, and external customers. For public-facing galleries, this would provide us the ability to on-board/off-board entire customers of ours. 

For a given DB connection - there's a need to be able to specify the owner for this specific connection.

Reason for this is that the credentials for a given DB are not all managed by the central admin team - so we'd want to say that a given DB connection is owned by a particular person so that this can be updated frequently as passwords change.

 

For resilience - our particular policy would be to have 2 owners so that if one person resigns or changes roles, it invalidates the primary and reverts to the secondary - and then asks the new Primary to create a backup owner.

I am in the process of migrating apps from the old gallery to the new. I have screen captures of the results from the same app in both. In the older gallery version, if there is only a single file type available, it defaults to that file type and you click the icon for the type. In the new gallery version, you must select a file type before you can download the file, even if there is only a single type available. The dropdown makes sense for one that you have multiple types (like pcxml), but it makes no sense to require the user to go through an extra step to select a type before downloading when that's the only type they can download. Please see all the screen captures. The blue-ish background is from the new gallery.

Starting with Windows Sever 2016 edition one could use Docker containers technology on windows environments. My idea is to dynamically convert Designer jobs/workflows  to Docker containers at runtime.

My company uses R Shiny and maybe in the future Python Dash to create multiple analytic apps, dashboards, etc for multiple people to run across our company. One thing that would be nice to to have these R Shiny workflows run off of the Alteryx Server as that would allow us to use Alteryx Server to keep permissions and ease of use.

 

I propose an update to the Alteryx Server that would allow for R Shiny apps to be run in the Alteryx Server with all functionality of custom R interactive plots, etc etc just like what you'd see in one hosted on a R Shiny Server.

 

The benefits of this would allow for my company to only have to manage one server instance (Alteryx) to run all of this. Since R/Python is allowed/used in Alteryx workflows already, can you add the ability to visualize R Shiny code/plots/interactions/etc within Alteryx Server itself?

It would be good to see when a workflow started running on the gallery when looking at Workflow Resuts. 
Currently it only tells you that the worklfow is running. Seeing when it started would be very helpful.

Currently the only filtering available in the Results tab in View Schedules is by Workflow Name. It would be nice to be able to filter by Status, so we can just look for potential problems, like warnings or errors. Currently, I have a job that runs every 5 minutes. That means I have to scroll through hundreds of rows, or about 12 pages using the default 25 rows per page, just to scan for potential problems in the last 24 hours.

 

Today in managing Alteryx server, we manually configure new connections using the front end.  However, this has some potential drawbacks as it makes it hard to easily track change history, or make bulk updates to multiple strings, and it also leaves room for user error on configuration.

 

In this case I'm pretty specifically looking to modify aliases on the server itself.  I'm not particularly concerned with distribution to a wider audience, and the usernames/passwords associated in this case should not be available for use locally by users.  As a part of this, I am trying to identify a method to reduce or eliminate the need for anyone (including the data connection manager) to need to know the password for the specified accounts.  As some of these accounts may be used by multiple systems, it would be significantly simpler to integrate this maintenance into existing automated processes, rather than have a manual step to update the Alteryx connection values on the Gallery.

 

This is specifically a challenge today with regards to specific usernames or passwords which need to be stored.  Alteryx saves these values using machine-level encryption, but that is difficult to generate automatically.  Having a supported method that would easily allow creation of this file with password-level information would greatly improve maintenance of the Alteryx Server, particularly from an IT automation perspective.

The current setup of Data Connections, as of v11.3, relies on users to have the same aliases or connection strings available to easily share Workflows and publish them to a Gallery. In order to solve this, I propose that a system be created that allows users to establish "Local" and "Remote" connections. The Local connections will be used anytime the developer is creating a Workflow on his own computer, but will be automatically substituted with the Remote connection information once the Workflow is published. Remote connections may be filled with an Alias to a connection from the Gallery.

 

The primary benefit of this is that an organization will not need all of their developers to standardize their aliases and/or connections strings per connection. Instead, they will create one connection within the Gallery that will be distributed to developers and applied to the Remote column. This will generally reduce difficulties regarding the expansion of an Alteryx user base within an organization. Below I will outline two possible implementations of this:

 

1) Add a Remote Connection String field when adding a connection in the Data Connection Manager. This optional field will allow the user to set only one connection to an IO transaction, but maintain the Local-Remote functionality described above. Here is a mockup of how that might look within Alteryx Designer. Local-Remote Connection Mockup 1.png

 

2) Add a Remote Connection String field on each IO action within Alteryx. This will give the developers more flexibility in which connections are used where, but will also require more setup and maintenance time. Below is a mockup of how that might look.Local-Remote Connection Mockup 2.png

I would like to suggest the idea of being able to handle row-level security data sources in a more seamless way using Kerberos passthrough, where Alteryx Gallery will pass the information that User A is running the workflow to the underlying DB and will authenticate as User A. 

 

We have many workflows that are built to handle different queries of a database that are reliant on knowing who is running the workflow in Gallery. We also have many regional workers, and we want to keep the administration of these connections to the data as simple as possible. 

 

For more information, check out the Community thread on this subject.

Analytics Gallery needs the ability to save my question choices - so I don't need to re enter them every time I run the app.

It would be great if i as a developer could create a DB alias connection and for it then to be available to other developers and distributed via the server.

 

Collaborative working like the above does seem rather limited at the moment.

 

 

each canvas in our environment goes through initial dev; then a testing phase; then into production usage after completing testing & peer review.

 

Currently the server environment has no concept of progression or promotion so we have to set up our own Dev; UAT; and Prod gallery & server - this really is very clunky because assets have to be manually copied across.

 

What would be more effective is:

- Allow a single asset to have a lifecycle (like you do in GIT) - so that it can go through dev and testing as a branch of the main code

- Once ready - user then changes the lifecycle type to "testing" or "UAT" and pushes it to users

- Once signed off, the user then promotes this to a production flow, and it replaces the current production version

 

There are a few areas where we'd need to do some thinking (dependancy tracking; branching; changing connection details as you promote so that you can hit the prod data stores etc) - but fundamentally this would go a VERY long way towards eliminating much of the admin involved in running the gallery.

We've confirmed with @KevinP that the Alteryx Gallery / Server API does not currently support downloading canvasses in unzipped data-stream format. (https://community.alteryx.com/t5/Alteryx-Server-Discussions/Server-API-Download-packages-for-surveil...)

 

Please can we add an API end-point that allows the following:

  • Connect to the gallery and download a canvas; along with all of its sub-canvasses and helper macros. 
  • Format required:
    • Plain XML (not zipped)
    • Provided in a data stream so that we can perform analytics and surveillance on this data
    • Fields required
      • Canvas filename
      • Application ID
      • Some unique ID per macro / sub-macro
      • XML for the canvas
      • Last run date
      • Last changed date
      • Environment (this is important once Server actually allows a Dev; UAT; Prod progression cycle - so we can see which environment people are in)
      • User details who uploaded
      • User details who are marked as the owners
      • Any other meta-tags on the canvas (important once server allows for meta-tagging of canvasses for categorisation)

 

Current API only allows this to be downloaded to a zipped file; which then needs to be unzipped; and then loaded back into a data stream.

 

Thank you

S

 

CC: @revathi @AshwiniChezhiyan @LizaNemchynova 

 

My company, a very large organization, is in the early implementation phase of Alteryx right now. My company requires frequent password changes and we plan on making heavy use of Shared Connections since there are also many shared data sources. Unfortunately, this would mean that every time a credential has changed that affects a workflow, the credential holder would have to contact Server Administration (me), and I would have to update any Shared Connections or other assets that use those credentials. This problem is exacerbated by also having to manage user permissions and which users belong in each Subscription Right now, that is not much of a big deal, but as the number of users begins to scale, this could become a very daunting task.

 

My current solution is to create Subscriptions for each Department, Group, or Team and give one person from that Subscription Curator permissions. This enables each Department to work more autonomously and reduces the load for Server Admin. The issue is that there is no permission level between the publishing rights of an Artisan and the ubiquitous acces of a Curator. So, with my solution, any one of the Subsription Curators can start using connections they're not supposed to have access to or deleting/stopping scheduled flows, intentionally or otherwise.

 

I propose that we find a middle ground between Curator and Artisan, a (Studio) Moderator. This person can be assigned one or more subscriptions by a full Curator and will have Curator-like permission, but only to the assigned Subscriptions. This means that they will be able to add/modify Credentials, Connections, and/or Scheduled under the envelope of their Subscriptions, but they won't have access to any others. I believe that this solution will mitigate the possible overflow of tedium to the true Curators while allowing the powerful communal features of Alteryx be used to their full potential.

I would like to see the ability to post comments under workflow information to help with development and elicit feedback. Currently if there is a problem with the macro/workflow you must contact the owner of the workflow directly. It would be nice to leave the creator of the workflow a constructive comment, operating question or a thank you comment. Especially in the Public Gallery where the development time of new version could be reduced for both private individuals looking to share and macros developed by Alteryx that eventually turn into standard tools.

As a Gallery Admin I would like to be able to add and remove a user from local groups on the User page.

I realise that this would only work for local groups and that AD groups would need to be excluded (and indicated as unavailable for editing)

 

 

Paul_Holden_1-1624525178113.png

 

On the Users page it is quick and easy to see what Role each user has - UNLESS they have been assigned the "Default" role in which case it will depend on Gallery Default Role and which Group(s) they are assigned to.

 

I propose an additional column be added to the page to show the Effective Role for each user. The purpose of this change is to allow an administrator to quickly and easily confirm the effective Role of any Gallery use by viewing the User page, without having to check the user's group membership and the Role assignment that those groups provide.

 

For those users with a assigned Role other than "Default" that value will obviously match the assigned Role.

 

For users assigned the "Default" Role the page should show the result that would be returned by the appropriate permission resolution code when determining their effective Role from the Group membership and the Gallery Default.

 

[Screen image is from 2020.4 - with my suggested positioning for Effective Role added]

 

Paul_Holden_1-1624523596953.png

 

As a further enhancement a set of checkboxes showing the value of the special permissions e.g. Create Collections, would be good but might require a more significant re-design of the page and would only be saving a single click. I suggest instead that it might be useful to have an enhanced filter view of users which allows an administrator to view e.g. all users who can Create Collections etc.