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alteryx server Knowledge Base

Definitive answers from Server experts.
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We receive quite a few questions on how to properly chain workflows together. We have a few options that depend on what Alteryx type you are using.   If you have Designer only, your options are to use the Crew Macros which are found on the Community. No link provided as the tools get updated. Please use the Community search for the latest Crew Macros.   In the Crew Macros set, the tools that you will be looking to use are the Runner Tools. You can find a description of the tools here Runner Tools.     Note: You will have to create another workflow using these macros to execute the workflows.   If you have Designer with Scheduler, you can use the Crew Macros on the Scheduler, but they are not recommended or supported in this configuration. Using Runner Macros on an Alteryx Server or Gallery can risk over-utilization of resources and cause instability in an Alteryx Server or Gallery environment and thus Runner Macros are not supported on Alteryx Server. There are other options that will allow you to use the workflow on the Gallery or Scheduler.   When you have Scheduler or Server you have access to the Alteryx Engine Command. This will allow Alteryx to run workflows through the command line to execute additional workflows or programs. In most cases, the AlteryxEngineCmd.exe will be located in C:\Program Files\Alteryx\bin\AlteryxEngineCmd.exe.   Great, so what do I do with it?   In your Workflow Configuration window, you have a tab called Events. In that tab you can add a Run Command event. You can choose to run the command as:       In the Command: you can either browse to your AlteryxEngineCmd.exe or type in the location like so - C:\Program Files\Alteryx\bin\AlteryxEngineCmd.exe   In the Command Arguments [Optional]: You will add the location of the 2nd workflow along with the name of the workflow and file type. example: "C:\temp\NHL2.YXMD"   VERY IMPORTANT: Notice in the example above that we have quotations around the string. The reason for this is that the command has difficulty with spaces in the directory paths. By putting quotes around the string, this tells the command to essentially ignore the spaces. However, best practice is to not have spaces in your directory paths when using this command.   Sample:     Note: This method is a great method, but can be finicky. if you are running other command process or do not have admin access to the folders it can cause issues.    You have another option as well! You can turn your workflows into apps for either Gallery or Scheduler use and have them run consecutively.   When you drag an Interface Tool onto the canvas your workflow will automatically change to an App. If you don't want to use an Interface tool you can still change the workflow to an app to use the chained app option. Once you change the workflow to an app, you can use the Interface Designer window to chain the apps together.     Note: When creating chained workflows to use in the Scheduler and Gallery, the workflows and Assets for the workflow must be placed on the Server. Also, the Server will need to have access to any database connections, file directories, and input files.    Want to know more about the Interface Designer? Interface-Designer-Part-1    Want to schedule workflows to run consecutively? Check out this article - Scheduling-Workflows-Using-Event-Run-Command
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The Alteryx Analytic Gallery   What is an Analytic Application? Pre-packaged data and analytic integration published to the Alteryx Analytics Gallery by Data Artisans to answer specific strategic analytics questions.   What is the Analytics Gallery? The Analytics Gallery is a publicly hosted web service where applications can be published, securely shared, and run in the cloud.   What is a Viewer? A Viewer is a free user of the Analytics Gallery. A Viewer can run all applications published in the Public Gallery.   What is a Member? A Member is a user who can run applications that are shared privately through Collections. A Membership is granted by a Data Artisan. A Member also shares the privileges of a Viewer to run all applications published in the Public Gallery.   What is a Data Artisan? A Data Artisan is a user who creates analytic applications using the Alteryx Designer Desktop and then shares them publicly and/or privately in the Analytics Gallery. A Data Artisan also shares the privileges of a Member.   What is required to run applications in the Public Gallery? Anyone can sign up and become a Viewer, with the ability to run all applications in the Public Gallery, for free. As soon as you confirm your email, you will have access to the Public Gallery.   What is required to run an application in a private Collection? You must be a Member to run applications shared in private Collections. Memberships are granted by Data Artisans, who create and share applications.   What is required to build applications? Applications are built with Alteryx Designer Desktop. Download the Designer Desktop Free Trial.   What is required to publish applications in the Analytics Gallery?  Applications are published from the Alteryx Designer Desktop into a private Studio.   A Studio is automatically created for license holders of the Designer Desktop.   Trial users of the Designer Desktop can set up a Studio with a 30-Day Studio Free Trial    A user with the Designer Desktop and a private Studio is known as a Data Artisan.   How do I run an application?   Click on the title of an application to view application details and click the Run button; or simply click the icon. Configure the application to suit your needs. Depending upon the application, you might be prompted to enter an address for geocoding, to input a customer file for demographic analysis, or to select data from a range of choices that apply to your business. Click the Run button at the bottom of the application.   What are the results of running an application? Applications can be authored to create a variety of different reports and data outputs. When the application processing finishes, the results will appear in the same window as the questions you answered before running the application.   Reports can be previewed after an application has completed by clicking on the Preview link.   Additionally, results for applications that have been run can be found in the application detail view and the "App Results" tab on the left of the screen.   What kinds of reports can an application create? Depending upon how the application was built, it may produce Word, Excel, HTML, and/ or PDF files, containing a variety of text, tables, charts, and maps.   What kinds of tabular and spatial data output can an application create? Depending upon how the application was built, it may produce CSV, MDB/ ACCDB, DBF, FlatFile, MID/ MIF, SHP, TAB, YXDB, and/or KML files.   I ran an application but I closed the window before it finished running. How can I view the results?  Application results are stored with your account and can be accessed at any time. As long as you are signed in, the results of any applications that have finished running can be found in two places:   Under the application details page for an application. Under "App Results" (visible on the left side of the screen when you are signed in).     How can I view more details about an application? Click on the name of an application to view details, such as the upload date, description, author, studio, copyright, and number of times run. The application details page also includes buttons enabling you to Run, Share, and (if enabled) Download the application.   What browsers are supported by the Analytics Gallery? We always test and support the latest versions of the most popular web browsers.  For more detail about specific browser versions see ‘System Requirements’ of the Technical Specifications page.      How can I find the applications I need?  Each section of the Analytics Gallery features a context-sensitive Search field you can use to find applications.   Searching in the Public Gallery returns applications in the Public Gallery. Searching in the Studio tab returns applications in your Studio. Searching in a Collection returns applications in the Collection. Additionally, a Collection created by you will offer a second search window, which allows you to find applications in your Studio and add them to your Collection   Publishing and Sharing Applications   What is a Studio? A Studio contains all of the applications published by the Data Artisans within an organization.   Who has access to the applications published in a Studio? All of the Data Artisans within an organization, and only those Data Artisans, can view and run any applications in their Studio.   How can I rename my Studio?   Click on your User Name to go to your Settings. Select the Studio Tab. Enter a new name in the Studio Name field. Click the save button.   How can an application be shared?   When an application is published in a Studio, all Data Artisans belonging to that Studio can access it. An application in a Studio can also be shared to the Public Gallery, where anyone can access it. An application in a Studio can also be shared in a Collection. Any users added to the Collection can access it.   As a Data Artisan, how can I share an application privately with someone?   Publish an application from the Designer Desktop to your private Studio. Add the application to a Collection. Add the User to the Collection. In order to run the application, the user must be a Member.   As a Data Artisan, how do I grant a Membership to someone?   Click on your User Name to go to your Settings. Select the Studio Tab. In the Members section, enter an Email address or User Name. As a Data Artisan, how can I tell how many Memberships I have to distribute?   Click on your User Name to go to your Settings. Select the Studio Tab. Find "Memberships available to distribute" in the Members section.   How can I purchase additional Memberships? Please contact Sales@Alteryx.com.   What applications can be added to a Collection? Only applications published in the Data Artisan's Studio may be added to a Collection. Applications in the Data Artisan's Studio may also (at their discretion) be shared in the Public Gallery. However, applications in the Public Gallery that were published from other Studios cannot be added to a Collection.   Can an application be added to more than one Collection? Yes.   As a Data Artisan, do I also need a Membership? No, Data Artisans are also Members.   I am a Data Artisan or Member. I want to run an application shared with me from a different organization. Do I need a Membership from that organization? No. A single Analytics Gallery Membership entitles you to run private applications shared from any Collection.   As a Data Artisan, how can I add another Data Artisan to my Studio? Please contact support@alteryx.com for assistance.   My organization has more than one Data Artisan. Who controls the distribution of Memberships? At present, all Data Artisans have equal access to Membership distribution under Studio Settings.   What types of users can be added to a Collection? Data Artisans, Members, and Viewers can all be added to a Collection. You can even enter the email address of someone who has not yet visited the Analytics Gallery.   Can a Viewer who is added to a Collection run the applications in the Collection? Only those applications in the Collection that have also been shared in the Public Gallery by the Data Artisan can be run by the Viewer.   What types of users can run private applications in a Collection? If an application in a Collection has not been shared in the Public Gallery, Viewers (who have been invited to join the Collection) can view the application, but cannot run it. Only Data Artisans and Members can run the application.   How can I find users to add to a Collection?  Select the Collection and use the Search Users field on the right. Any registered users of the Analytics Gallery that match your search terms will be returned.   Additionally, you can add someone who has not registered with the Alteryx Analytics Gallery by entering a valid email address. An invitation will be sent.   Is there a limit to the number of applications or users I can add to a Collection? No.   When I add a new application to a Collection, are the users in that Collection notified? Yes.   Can I allow users within my Collection to share it with others? Each Collection includes a checkbox on the upper right that states "Other users may share this collection." When this box is checked, anyone in the Collection will have the ability to add other users to the Collection.   The Data Artisan who created the Collection will see the names of any additional users who are added to the Collection, and can remove them.   I published an application and shared it in a Collection (or in the Public Gallery). Since then, I have made changes to the application in the Designer Desktop. Can I update it? First, select the original version and delete it. Next, re-publish the application and add it to your Collection (or to the Public Gallery)   How can I share an application in the Public Gallery?  Click on the name of an application to view the application details page. Click the Sharing button and choose "Place in Public Gallery."   How can I remove an application from the Public Gallery?  Click on the name of an application to view the application details page. Click the Sharing button and choose "Remove from Public Gallery."   How can I share an application through email or social media?  (Public Gallery applications only) Click on the name of an application to view the application details page. Click the Sharing button to share via email, Twitter, Facebook, and Google+.   Publishing Restrictions What is "private data?" A license of the Alteryx Designer Desktop may include a variety of private data sets, including demographic data, psychographic data, business list and consumer list.   Can I publish applications using private data? Yes, applications using private data can be published in your private Studio and can be shared in Collections. They cannot be shared in the Public Gallery.   What data is allowed in the Public Gallery? Please see Alteryx Analytics Gallery Data Inventory   What capabilities in the Designer Desktop cannot be used in the Analytics Gallery?  The following tools are prohibited in applications published in the Analytics Gallery.   Run Command tool Run Command event R tool (Macros included in the Designer Desktop that use the R tool are permitted.) Email tool Send Email event Download tool   I built an application that uses a prohibited tool in a safe manner. How can I apply for an exemption?   Email curator@alteryx.com and explain how and why each prohibited tool is used, along with the general purpose of the application. Publish the application in your Private Studio and check the box "Others may download this application." Add the application to a Collection and share it with curator@alteryx.com.   Your application will be reviewed and an exemption may be made to allow it to be run.   What tool configurations or question types cannot be used in the Analytics Gallery?   Input and output files referenced by Tools must be in the same directory as the application. The application Question type "Folder Browse" cannot be used in applications published to the web. In the application Question type "File Browse," the "Save As Dialog" configuration cannot be checked. Application results (under analytic application properties) cannot include Browse tools.   Are there limits to the file size of applications and/or data published in the Analytics Gallery? Yes, applications and data are limited to 100MB.   What are my options if I want to publish an application and data that exceed 100MB? Please use the Cloud Connector tools within the Designer Desktop to host your data on the cloud.   Are chained applications supported in the Analytics Gallery? At present, chained applications are not supported.   General Assistance I forgot my password. How can I reset it? Click Sign In and click the Forgot Password link. Enter the email address associated with your account and a new password will be emailed to you.   Can I download an application? Yes, many applications can be downloaded. View application details and click the Download button. Use the Alteryx Designer Desktop to open the *.YXZP files that are downloaded. Go to Designer Desktop Free Trial to get started if you're not already an Alteryx customer.   I need help with my account. Who should I contact? Please log a case at www.alteryx.com/community.   I want to change the email address associated with my account. Who should I contact?   First, go to gallery.alteryx.com and sign in with your current email. Confirm that you have accepted the licensing terms and conditons. Then log a case with www.alteryx.com/community and we will help you reassign your account.   I found a bug on the Analytics Gallery or in an application. Who should I contact? Please log a case at www.alteryx.com/community.   How can I purchase additional Memberships, Data Artisan accounts, or extend my subscription? Please contact Sales@alteryx.com.   How can I recommend a feature for the Analytics Gallery? Please send your feedback to GalleryFeedback@alteryx.com.   Where can I connect with other Alteryx users to ask questions and learn about best practices? www.alteryx.com/community   Who is the better captain, Kirk or Picard? Malcolm Reynolds
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Is there a workaround for not being able to use the Folder Browse Tool in the Gallery? Though it may not be as clean as being able to use the Folder Browse Tool, the simple workaround for this is to use the Text Box Interface Tool instead. This will allow the user to copy a directory path from Windows Explorer and paste it into the Text Box. In the workflow, all you need to do is connect the Text Box Tool to an Output Data Tool and have the Action Tool update the path portion of the Output Data Tool. You can even enter in a default path in the Default Text section of the Text Box if there is a path that is most commonly used.
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Assets are an important part of your workflows in Alteryx. Assets will need to be included if you want to share, schedule, and publish your workflows to your Gallery. We run into many cases where users are able to run workflows on their Designer but they fail on Scheduler and Gallery. In a lot of cases it is due to the pieces of the workflow are not all there in the Scheduler and Server database. In this article, we will talk about when you need assets, how to package the assets, and what assets you want to make sure are a part of your workflow.   When You Need Assets: When building and using workflows in the Alteryx Designer you don’t need to do anything with your assets as they are a part of your workflow locally, but if you want to move the workflow somewhere or to someone, you will need to package the workflow.   Alteryx Designer: When sharing your workflow with another user, the workflow will need to be packaged with those assets so that the user can run the workflow without error. This would include input files as well as macros. If the workflow is connected to a database or using Alteryx Data, the user will not be able to run the workflow successfully unless they have access to those data sources on their own machine.   Scheduler: If you have Server or Desktop Automation, the Scheduler will be using a database separate from your Designer. If you have Server you will be using a MongoDB and if you have automation you will be using a SQLite database. This would mean that any macros that are not on the server or SQLite database would need to be added. By packaging the workflow and scheduling the package, the Scheduler will be able to access any custom macros or macros not included with Alteryx. This would include Predictive as well unless you have installed the predictive tools to your Server. If you have version 11.0 Server or later, you can send your workflows to your private gallery and schedule them on your server. When you do that, Alteryx will package the workflow the same as if you were sending an app or workflow to the Gallery as below.   Gallery: The Gallery works a little different than packaging a workflow or Scheduled workflow. The difference is that the Assets will need to be on the Alteryx Server along with the workflow for the app, macro, or workflow to be used on the Gallery. Basically, the Save As option to the Gallery of your choice will start the packaging process of your workflow and Assets. The Save As a workflow window will appear with information about your workflow that you are sending to the Server Gallery. Select Workflow Option. Below the Workflow Options you will select Manage workflow Assets. This is where you can include and exclude information being sent to the Gallery.   Packaging the Assets:   Select in the tool bar Options ->Export Workflow. This will then launch a window that will show the name of your workflow, the location where the package will be stored, and the list of workflow assets.      When sending your workflow to the Gallery, you will do a Save As to and the Company’s Gallery. A window will open and you will see Workflow Options at the bottom of the page.   Select Workflow Options You will then reach the Assets window which is similar to the packaged Assets window above.   You also have a second option when sending workflow to the gallery. In the Workflow Configuration window, select the Events tab, Select Add, Run Command. You will see a tab called Assets where you can add assets to the workflow. This is especially helpful when you are adding a chained app to the gallery. Check out Jordan’s article for the step by step: Adding-Files-to-the-Gallery.     What Assets Do I Need:   Great! I found the assets, but why are some missing, some checked, some not checked and which ones do I really need and what don’t I need?   Input/Output Assets You may see that you have Input and Output assets. When you are packaging a workflow to send to a user, you can include those assets if the user does not have those files to run the workflow. If the user does have the files or they are going to update the Input files or Output files, then you would not include them. The Input and Output assets will never include database connections only files.   Macro .yxmc The .yxmc files can be an important part of your workflow. Many of the Alteryx tools are .yxmc files and if these macros are a part of the Designer package, you won’t need to include them in the package as Alteryx knows that these tools will be in the workflow (example Report Header Tool is a macro). If macros are downloaded from the Alteryx Gallery, custom created, or sent from another user, these macros will need to be included as Assets.
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When you publish an application to the Alteryx Gallery it packages this workflow up into a yxzp and creates folders called 'Externals'. In these folders it might contain macros within your workflow or more commonly input and output file locations.    The Designer does this is to ensure your application has the read and write capabilities when published to the server. However, you may be confident that the server has access to a mapped drive or database. Therefore, you can do the following to keep your macros, input & output file paths absolute (C:\Users\etc.) rather than relative (.\etc):   1. Within the Alteryx Designer go to File>>Save As>>Gallery   2. Before Saving go to 'Workflow Options' >>> 'Manage workflow assets'   3. Make sure all macros, input and output files you want to keep absolute are unchecked    4. When you publish to the Alteryx Gallery now these macros, input and output file will keep the same path and not kept in external folders.    Consideration: When uploading to the Gallery the location of the macros needs to be accessible from the server. Hence, it is best practice to have these on a mapped drive or on the server itself so the workflow does not error.    Best,   Jordan Barker Solutions Consultant  
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The Run the Worker as a Different User a.k.a “Run As” option in the System Settings allows the Worker to run the Alteryx Engine as a different user.  By default, the Scheduler runs using the Local System Account. When accessing these other environments, credentials that have Admin rights are recommended. This removes any chance of workflow failure if permissions change for non Admin user.   Run as Different User:   Scheduler: - If a Worker machine needs to run workflows that access files or data from a location that requires specific credentials to access it, the machine can be configured to run the workflows as a specified user or account.   Server: - When clients are sending database connections to the Gallery, they will need to send the app to the Gallery that works with their system settings. Otherwise, the app will fail since it will not connect to their local instance of the database on their machine.   Alteryx > Options > Advanced Options > System Settings     Troubleshoot:   My workflow runs fine through the GUI but it fails through the Scheduler   This is can be a sign of permission issues.  For the workflow to run successfully it needs access to the resources it is referencing such as network drives, files, database connections, and such. Check all of your Inputs and Outputs to verify whether the connections are local or remote.  If you are connecting to a network file share open Alteryx > Options > Advanced Options > System Settings and click Next until reaching Run the Worker As a different user……..and???   I have configured Alteryx Server to run workflows as a specified user, but they are failing.   You may be encountering this issue if the Worker machine that is configured to run the workflows as a specified user does not have the appropriate permissions in the workspace folder where files are stored. Double-click the System Settings icon on your desktop to open the System Settings window and check the following settings:   Identify the Workspace folder specified on the Worker > General screen. Open Windows Explorer and navigate to that folder. View the folder properties. On the Security tab, verify that the user specified as the Run As user exists in the list of users. If it does not, add it. On the same tab, highlight the specified user and ensure it has the following permissions: Modify / Read & Execute / Read / Write. I’ve set up the Run As and it has been working, but now my modules have started failing. Check if the password has changed recently Additional Information:   Safe and Semi-safe options for the Alteryx Gallery can only be used if the Worker > Run As setting has been enabled.      
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Adding files to Gallery App   Sometimes when uploading Apps or Macros the Gallery you may receive an error with a file extension referencing externals_...... You may also  select the workflow assets and the files are checked, but they are not loading to the gallery.   This often means the file cannot be found on the server side and as a result needs to be added to the workflow package and uploaded to with the app or macro.   Attaching the workflow assets can often be selected when exporting the workflow or adding them through the display asset management properties window within the input tool. Please see this Article for more information.   Similarly, you can also add assets within the events>>>Run command>>Assets tab.       If you add the assets through either of these methods when uploading to the Gallery, the server should be able to see the correct assets and execute without any externals errors.   Again if you are still experiencing any issues please reach out to Alteryx Support   Best,   Jordan Barker Client Services Support Engineer  
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Question Is it possible to allow users to publish an app/workflow to the Private Gallery but not allow users to actually run the app/workflow? Answer I received this question from a client that needs to do careful QA on apps before they can be pushed to the Production server.    This is possible through a manual process currently. When a workflow is published to the private gallery, the user who published it can edit the workflow settings to prevent the workflow from being able to run in the Gallery manually. This method requires the user to change the workflow settings for every workflow published that they do not want to be able to run.   The steps for this process are shown below.   1) Log in to your Private Gallery after publishing your workflow/app 2) Click on the Private Studio icon on the left side of the screen 3) Select the workflow/app you wish to change the settings for 4) Click the link for Workflow Settings 5) Deselect the option showing "This workflow may be run in the Gallery"     Note: Screen shots taken from 10.1.7.
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Prohibited Apps - Apply for Exemption The following Designer Desktop tools and events are prohibited in the Analytics Gallery due to the numerous possible configurations and the actions that can be performed: Run Command Tool Email Tool Run Command Event Send Email Event R Tool Download Tool If you have an application that uses one of the prohibited tools in a safe manner, you are able to apply for an exemption and have a Curator review your application so that it can be run in the Analytics Gallery. To apply for an exemption please follow the steps below: Email curator@alteryx.com and explain how and why each prohibited tool is used, along with the general purpose of the application Publish the application in your private studio and check the box "Others may download this app." Add the application to a Collection and share it with Alteryx Curator, curator@alteryx.com. Allow up to 2 business days for your application to be reviewed and an Alteryx Curator to email you the status of your application.
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