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alteryx server Knowledge Base

Definitive answers from Server experts.

Alteryx Server on Azure

Creative Director
Creative Director
Created on

Alteryx Server on Azure

Prerequisites


To work with Alteryx Server on Azure, you will need:

  • An Azure subscription. If you don’t have an Azure subscription, you can sign up for a free trial.
  • Microsoft Remote Desktop (RDP) software. Remote Desktop is used to connect to the virtual machine (VM) running Alteryx Server.
  • An Alteryx Server license.
  • An Alteryx Server installer. Installers can be downloaded from alteryx.com.

Select your Windows Server version and VM size


Select a Windows Server version and VM size that meets or exceeds the system requirements for Alteryx Server. Take a look at Azure’s VM size table to see what size best fits your needs. Make sure to consider price vs. performance. Larger VMs perform better but cost more. 

 

Step 1: Create a VM

 

1. Log in to the Azure portal.

2. Click on the Newbutton in the top left.  new.png

 

3. Click on Virtual Machines

 

4. Choose a version of Windows Server. Select Windows Server 2012 R2 Datacenter if you don’t have a preference. 

vm.png

 

5. At the bottom of the page, click the Create button.

 

6. Fill out the required information in the Basicssection of the Create Virtual Machine pane. Click the OK button at the bottom to move on after you’ve filled out the required fields.

Name: A name for your VM.

User name: A user that will have the ability to RDP into the VM.

Password: The password for the above user.

Subscription: If you have multiple subscriptions, choose which subscription to put the VM in.

Resource group: Resource groups help group together related VMs. Either create a new resource group or place the new server into an existing group of similar resources.

Location: Where you’d like the server to be placed. You should select a location that will be closest to your users for optimum performance.

 

7. In the Sizesection, choose a size that meets the tech specs for Alteryx Server. When ready, click the Select button at the bottom.

 

8. In the Settingssection, configure the various settings for how you’d like to configure the VM. Generally, you’ll want to leave the defaults in place. For Availability Set select None. Click the OK button at the bottom when done.

 

9. Review the VM settings in the Summarypane and make sure everything looks correct. Click the OK button at the bottom when ready.

 

10. Click on the VM once it’s been deployed. Click Settings > Network Interfaces > $INTERFACE > Network security group > Inbound security rules > Addto start adding a new rule to the security group.

settings.png

general.png

name.png

ip.png

general2.png

add.png

 

11. Add a rule for HTTP access. This will allow installations of Alteryx Designer to talk to the Alteryx Server VM. Give the rule a name and change the Protocol to TCP. It is highly recommended to change the Source setting to be locked down to an IP address or an IP range that you control. When finished, click the OK button. Add more access rules as needed for any other IP addresses or IP ranges.

inbound.png

Step 2: Connect to the VM

 

  1. Click on the Virtual Machinesentry on the left side of the page.
  2. Click on the VM’s name in the list.
  3. Click on the Connect This will download an .rdp file for Remote Desktop connections.connect.png
  4. Open the file downloaded in the previous step. If you see a warning that the publisher of the remote connection can’t be identified, click Connect. This will open a new Remote Desktop connection. Enter the user name and password set during VM creation.

Step 3: Install Alteryx Server


Installing Alteryx Server in Azure is similar to installing on any other server.

 

Note: If you plan on using a Gallery with Windows authentication, you’ll need to set up Active Directory in Azure. For more information, see Install a replica Active Directory domain controller in an Azure virtual network in the Azure documentation.

  1. Download the installer from alteryx.com.

    Note: The default security policy of Internet Explorer in Azure is set to High. This means that you’ll have to manually add downloads.alteryx.comto your list of trusted sites.

      OR
  2. Copy the installer from your computer. If you’ve already downloaded the Alteryx Server installer to your computer, you can copy it as you would any other file into a folder on the Azure VM.
  3. Double-click on the installer from the Azure VM. This process is the same as installing Alteryx Server on any other computer.

Step 4: Connect to Alteryx Server

 

  1. Activate your license.
  2. Get the Controller Token from the Azure VM from the Alteryx System Settings
  3. Open port 80 on the Windows Firewall.
  4. In Alteryx Designer, go to Options > Schedule Workflow.
  5. In the Controllerdropdown, select Connect to Controller...
  6. Paste in the DNS name or IP of the Azure VM and the Alteryx Server Controller Token from Step 2.
Comments
Alteryx Certified Partner
Alteryx Certified Partner
Fantastic stuff. Thank you for sharing.
Alteryx Certified Partner

Hi Tara,

 

does Alteryx Server support Azure Active Directory? 

Also looking for support for Azure AD.

Hi @TaraM ,

 

Is there a similar article for Alteryx Server on AWS? I tried to search for it but couldn't find it.

 

Thanks!