Alteryx Server Knowledge Base

Definitive answers from Server experts.
The Expert Exam is now live online! Read about the specifics and what it took to bring it to life in the blog by our very own Elizabeth Bonnell!
There are occasions where it is necessary to identify the ID of a Workflow or Schedule. These are easy to find in the URL.
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After uploading a workflow to Gallery, you can make changes and manage multiple versions.
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As Alteryx analysts, we’re whipping up insight at blazing fast speeds. Workflow after workflow, tool after tool, we’re gleaming functional understanding from inert webs of data that empower us to make better decisions. Good insight is only as good as it is shareable, however, and to enable better sharing any Alteryx analyst can take advantage of their Workflow Dependencies to simplify input or output path dependencies in shared workflows.
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How to setup a SQL Server Bulk Loader Connection in Gallery.
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Error: "This workflow requires a higher version of Alteryx" when saving a workflow to the Gallery. Is it possible to publish workflows from a newer version of Designer to an older version of Server?
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Quickly distinguish where the errors are occurring in Alteryx Server environment
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How to check what's using the port and steps for changing some services' default port!
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Have you ever built an Alteryx App only to realize that some part of the process must remain in Excel? Instead of abandoning your Alteryx App all together, you may be able to use the Alteryx API and call your app from Excel. We’ve put together all the necessary VBA code so that it should be quick and easy for you to call an Alteryx App from Excel and get the results back. The Alteryx app for our sample, API Tester.yxzp, has been included in case you want to upload it to your private gallery and test out the Excel to Alteryx API using your Alteryx server. SAMPLE EXCEL FILE - Input We are going to be working with the attached “Reverse String.xlsm” to demonstrate the API. Suppose you wanted to reverse a string in excel (“Hello World” should be converted to “dlroW olleH”). You can’t quite get it in Excel, but you could quickly use the ReverseString function in Alteryx. Now the only trick is getting your data from Excel to Alteryx and back to Excel. We’ll have the user enter the string on cell E5 and then hit the Run Alteryx Button. Cell E6 will then be the results we get back from Alteryx     HOW TO SETUP THE VBA When working with the Alteryx API, you need to setup some settings/configurations in your excel file before you can deploy it. If you open up the VBA editor (Alt + F11), there is Sub called Doer where we will have to enter a few key settings that apply to your Alteryx App. This is a one time setup for each different application that you setup.   strKey – this is your unique Alteryx Key. It is unique to all the apps in your private studio. It can be found here for the Alteryx public gallery strSecret – this is your unique Alteryx Secret. It is unique to all the apps in your private studio. It can be found here for the Alteryx public gallery   strAppID – this is your app’s unique ID. When you look at your app in a browser, the appID is the unique ID at the end of the URL. For our sample, our AppID “589b70eceffc2a0bb0a2d530” can be found at the end of the App’s URL   AlteryxURL – this is the base URL where the app resides. For the public gallery, it is : https://gallery.alteryx.com. You would switch this your URL if you were going to use your private gallery. A private gallery would be of the format resembling: https://server.domain.com/gallery. Data – Any data that needs to be passed from Excel to Alteryx can be saved as string variables in the VBA. For our simple app, we’re only passing one item, the string that we want reversed. In order to pass more complex data, we’ve found it easier to save the data to a .csv and then have the Alteryx App read the .csv as part of the app. strQuery – This is the entire set of information that is being sent from Excel to the API for processing. It’s in JSON format. For each item, you need a name and value. The name corresponds to the interface tool’s name in your Alteryx App. The value corresponds to the value that want to set. From our Alteryx App, you can see that we’ve given our textbox tool the name “input_string”. For the value, we’ll be passing whatever string the user enters into excel.   To see all the questions for a given app, the API documentation is immensely helpful. After you enter your key and secret, you would go to the second GET, type in the appID, and then try it out to get a list of the name value pairs that we must send from Excel to Alteryx. Note that you only send the name and value fields from the response body.     Save – This variable is a Yes or No answer for whether or not you want to save the data coming back from Alteryx. In this case we would say Yes. For more complex apps, we may have our Alteryx workflow save the data to a network folder that our excel VBA would go grab once Alteryx is done. That post run coding would be added under the Part_Deux sub in the VBA editor. There we would have Save=”No” Output_Name – this is the column name of the output data that we want to retrieve from Alteryx. In our sample, the column Name is “Output_String”. This only applies if Save=”Yes” SaveLocation – this is the cell range where the output should be written. This process currently only supports writing one cell of data back to excel. Anything more complicated should be handled through custom VBA in the Part_Deux sub. This only applies if Save=”Yes”   NOTES ABOUT WHAT IS GOING ON BEHIND THE SCENES   While I won’t go through everything that is going on in the background, here are some key points: Ensure that you have references to Microsoft XML, 6.0 if any errors pop up. The VBA takes all the settings and adds the time and a random string before posting a request to the Alteryx Server to run the job in the RunAlteryx sub. It has to combine all these items, URL encode certain parts, create a base64 hash, and send this to the Alteryx server in just the right order. It then makes a Get request to check the status. If the status is complete, then the VBA moves on to get the results; otherwise, the VBA creates another request to check the status in 1 second. Note that Excel will be operational during this time since it’s not during any work. This loop will continue until the status is either completed or error. Note that it will update the status on the bottom left of your screen to indicate that Excel is waiting on Alteryx to run the job. Once the Alteryx app returns a completed status, the VBA will then make another get request for the output that you’ve requested (only if save=”Yes”). If Save=”Yes”, the VBA then saves the output to the specified cell. If you want to write any of your own code that should execute when the code is done, place it in the part_Deux sub. For example, perhaps you have a private server setup where the Server will write an output file to a network folder that excel can read in from. The code in part_Deux might look something like the below:   Dim ActBook As Workbook Dim FromAlteryx As String FromAlteryx = "\\server\" + Environ$("username") + "_out.csv" Set ActBook = ThisWorkbook ActBook.Activate Worksheets("Data").Select Cells.Select Selection.ClearContents On Error GoTo 0 Workbooks.Open FromAlteryx Cells.Select Selection.Copy ActBook.Activate Worksheets("Data").Select Selection.PasteSpecial Paste:=xlPasteValues, Operation:=xlNone, SkipBlanks _ :=False, Transpose:=False Workbooks(Environ$("username") + "_out.csv").Close   SAMPLE EXCEL FILE - Output   Assuming we have everything setup correctly, our app should return the reverse of the string that is input:  
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In developing workflows our users need to push workflows to server or scheduler that contain database connections.  This is a common source of errors if not configured properly.
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This is Part 2 of the Alteryx Gallery Series - The Gallery Series only refers to the Alteryx Server where you can host your Private Alteryx Gallery. This Article with refer to 'Alteryx Gallery' as a privately hosted Gallery on the Alteryx Server.  Part 1 Alteryx Gallery Series - The Lay of the Land 101: Gallery Admin Edition Part 3 Alteryx Gallery Series: App Publishing & Version Control 101 - Alteryx Community  Part 4 Alteryx Gallery Series: How to make the most of your Alteryx Gallery – Use Cases   Each section of the user interface is outlined and described below:   Often utilizing and navigating the Private Alteryx Gallery for the first time (or even for veterans) can be difficult. This article aims to make this process simpler by giving a step-by-step guide on where to find the main areas of the Alteryx Gallery, as well as those hidden features.     Finding the Alteryx Gallery The URL is typically the ServerMachineName(or IP)/Gallery unless another domain has been defined. **** Speak to your IT or Alteryx Server Contact to find URL address. If it is an internal server, the user will need to be logged into your organization’s VPN before accessing the Gallery.   Accessing the Gallery User visits the Gallery on their own: Depending on your pre-defined user authentication setting, the user may be granted access to the Gallery the first time he or she visits the URL. If your Gallery utilizes Windows Authentication, a Gallery Account is automatically created when a new user visits the site. If your Gallery utilizes Built-In Authentication, the new user may create their own Account profile by “Joining” the Gallery from the Gallery home page.   Gallery Admin invites user to the Gallery: The Gallery Administrator may invite users to join the Gallery. This allows the Administrator to set up all of the users specific privileges before that user views the site. If your Gallery utilizes Windows Authentication, the admin would enable “No Access”. You will receive no notification from Gallery once you have registered. If your Gallery utilizes Built-In Authentication, the admin would disable the “Sign-Up Form” (Link to gallery admin page). The user will receive an invitation email and be asked to validate their account.   Lay of the Land: Everyday Gallery User “HOME is where the heart is” When you create a workflow, macro or app in the Alteryx Designer and upload in to the Alteryx Gallery you can CHOOSE to share your workflow to the Public Gallery (Home). You will need to be a Data Artisan to publish to the Alteryx Gallery (Link Permissions page). Users with access to your Gallery URL may access the Public Gallery section. External users cannot view and run workflows in the Public Gallery unless they have been invited by an Admin and have network rights to access the Gallery website. Example Users often upload proof of concepts or demo applications to the Alteryx Gallery which other users can use for reference.   Public Gallery section that have been tagged (after publishing) with a specific keyword set by the Gallery Administrator.   “The last of the thirteen DISTRICTS of Panem” Districts are Alteryx workflows shared in the Public Gallery section that have been tagged (after publishing) with a specific keyword set by the Gallery Administrator.   Example Districts are used for housing macros which are used within different internal departments.     “Welcome to my Private Studio” A user will ONLY receive their own Private Studio if their user permission level (set by the Alteryx Gallery Admin at sign up or before) are designated an Data Artisan User. This will allow them to publish Alteryx workflows from their Desktop Designer. By default, a Data Artisan will only see the workflows they have published themselves in the Private Studio section. To see content created by other Data Artisans, a workflow may be shared in the Public Gallery or via a Collection or Studio.     "Brand new Insights" New feature added in the Alteryx Server 2018.2 allowing you publish interactive charting directly into a web browser This dashboarding features offers users the ability to filter and drill down into Analytical Insights   “You’re the chosen one, welcome to my Collection” Collections are a means for ensuring only specific users may access workflows to which they are assigned. Collections are managed by users NOT by the Gallery Administrator. Collections are tied to one Private Studio only. A user must have their own (paid) Private Studio OR be a member of another Private Studio in order to run workflows shared via a Collection. Data Artisans can invite Users to a collection through the users tab inside of the collection. These Users will have to sign up to the Alteryx Gallery or be users in the same domain as the Alteryx Gallery is hosted on. You can have Multiple Admins for collections     “Let’s see these Workflow Results” Gallery Users may view the results/output of their own previous workflow executions. You can never see the results of other user’s executions via the Gallery.       'Let's automate that for you' - Scheduler In Alteryx 11.0 the gallery Admin can allow users to schedule directly from the Alteryx Gallery.  You can click on the scheduler tab and schedule your workflow by choosing the workflow and frequency you wish to run the schedule on. You then get visibility to your schedules only, and have the ability to edit the schedule and remove the schedule from being run.    Best,   Jordan Barker Solutions Consultant 
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This is   Part 1   of the Alteryx Gallery Series - The Gallery Series only refers to the Alteryx Server where you can host your Private Alteryx Gallery. This Article with refer to 'Alteryx Gallery' as a privately hosted Gallery on the Alteryx Server.  Part 2 Alteryx Gallery Series - The Lay of the Land 101: User Edition  Part 3 Alteryx Gallery Series: App Publishing & Version Control 101 - Alteryx Community  Part 4 Alteryx Gallery Series: How to make the most of your Alteryx Gallery – Use Cases   The Lay of the Land 101: Gallery Admin Edition   The Gallery Admin is the Godfather of a Alteryx Gallery. The Admin is less involved with the workflow content of the site and more involved with management of users and their overall experience on the Gallery. This article will help the Gallery Admin navigate the Admin settings within the Private Alteryx Gallery.    Each section of the Admin interface is outlined and described below:   Subscriptions A   Subscription is another name for a Studio. A Studio allows Alteryx Designer users to publish and share workflows privately within their organization.  Each user that creates a Gallery account is automatically given their own subscription which can become a Private Studio if the   user permission level is designated an Artisan. As a Gallery Admin you will have to make this user an Artisan, take a look at the ‘users’ section below which details how to do this. Each Studio includes a limited number of artisans and members – assigned by the Gallery Admin. Once a subscription has been created, it can be deactivated but not deleted. Gallery Admins are the only ones with permissions to create subscriptions.    Subscription Management Permission levels     Creating and adding users to Private Studios To create a studio (subscription) click on ‘subscription tab’ and click on ‘Add New Subscription’. You will now have the ability to create a studio (subscription) Subscription Screen     This will be the subscription screen below:       Gallery Admin can create studios as well as manage the users and workflows assigned to them. There are numerous options when creating a Subscription or Studio: Private Studio Name: The name for the studio, which displays at the top of the page when the user clicks “Private Studio” on the left menu of the Gallery page. Contact Name: The person who owns and manages the studio. Subscription Type Free: Artisans and Members who are part of the studio can run workflows in the Public Gallery Paid: Artisans who are part of the studio can publish and run workflows in that studio and Members can run workflows Artist Seats: The number of Artisan seats available in the studio. Artisans can publish, run, and share workflows. Member Passes: The number of Member seats available in the studio. Members can run workflows in studios for which they have been assigned. Expiration Date: The date the Paid subscription expires. When a paid subscription expires it is downgraded to a Free subscription. API Enabled: Access to the Private Server Gallery API is enabled by default. The Gallery API supports the ability to authenticate, list apps, run apps, and retrieve app results using an API Key and Secret which are accessible via Gallery Settings.  Users Disable user sign-ups: Limits who can sign up for your Gallery. Forces users to be “invited” to join the Gallery. Allow anyone to run public workflows without singing in: If this option is selected, anyone with access to your Gallery URL may run workflows that are available on the Home Page.  This is how to add a user to a studio (Subscription). You need to take the subscription key from the ‘subscription’ section (above screenshot) and add this into the studio key within the User profile below.     When a user now publishes from there Alteryx Designer to the Alteryx Gallery they will see the studio name they are associated with. This is linked by the same subscription and studio key. Users can only be part of one Studio at a time.    Gallery Users Gallery Admins can add users directly to the Gallery or they can send an email inviting user to log in and add themselves via the Join now form on the main page of the Gallery. User permissions are managed in the users profile (or in “Permissions” if using Windows Auth) as well as in their assigned studio. The new user is added to the Users page. The users name, email (for Built-In Auth), and name of their studio display in the user box as well as icons that represent their permissions. When using Built-In Authentication, the Gallery Admin can designate the permission level of users before they sign up to Alteryx Gallery on the users tab   Built-in Permissions Screen (Users permission level for the whole Alteryx Gallery)     Windows Auth Permissions screen (Users permission level for the whole Alteryx Gallery)   Gallery Admins can manage user permissions in the Permissions page when using Windows Authentication only. A default permission level (No Access, Viewer, Artisan, Curator) can be set for any new or existing user who joins the Gallery. Admin Tip:   Set the default permission to No Access or Viewer if Content Security is of chief concern. This will require users to be invited to run workflows on the Gallery Once a user has been created, it can be deactivated but not deleted.   Workflows Gallery Admins can add workflows, apps, and macros to the Gallery and manage their icon, description, Run Mode settings, and exemptions. Admins can also create “tags” and associate them to workflows so searches within the Gallery return better results.   Run Mode: Determines the level that workflows are permitted to run in the Gallery. Workflows that contain certain tools or access may need to be blocked. The default Run Mode is selected when the server is configured. Unrestricted: Any workflow can be run. Semi-Safe: Workflows using Run Command, Download, Email, “R”, or Events will be blocked. Safe: Workflows using above tools or accessing/storing data on non-local drives will be blocked. Requires Private Data: Indicates if the workflow requires licensed data to run. Private Data Exemption: An exemption can be given to a workflow with private data so that it can be run.   Districts Gallery Admins can create new districts and modify the district name, description, and icon image. Once the District has been created, it will be displayed below the “Home Page” menu option on the Gallery.   Data Connections   This tab within the Gallery Admin section is only available for Alteryx Server Version 11.0 and above This tab will give you the option to pre-define credentials that can be sent down to designer users This will help when managing access and Alias creation on both Designer & Server DSN-less connections will run straight away. DSN connections will need to be set up on the location machine and server machine   Workflow Credentials Set workflow credentials which can be use when running a workflow from the server. These will also appear in the designer when uploading/scheduling a workflow Click on 'change; and you get the following options Use Default Credentials This will use the server service account details to run workflows if nothing has been set in the 'Run As' section of the Server System Settings Require User Credentials When running the application from the Alteryx Gallery the users will have to enter in credentials    Allow users to set options for credentials option The best practice would be to ask users for their credentials so they can only access the data they have privileges for within your internal IT environment.  The interface will look like the screenshot below. When uploading an App from your Alteryx Designer (File>>Save as>>>My Company's Gallery) you can click on 'Workflow Options' & 'Set Workflow Credentials'.    This will give the user three options    'User is not required to specify credentials' - The application/workflow will run as the default Alteryx Server user account (Run As settings in system settings on server config).  'Always run this workflow with these credentials' - The user can enter the credentials at this point, however preset credentials can be added within the Alteryx Gallery Admin section ("Workflow Credentials")   Jobs This is where you can give users permission to schedule workflows they upload to the Alteryx Gallery. This will allow all artisans to schedule workflows.         Notifications The server can send email notifications for various events. The SMTP server information is entered when the server is configured. Gallery Admins can manage the types of notifications and the message text. Admin Tip: Disable notifications so your users don't get spammed by the Gallery.   Customize your Alteryx Gallery! Banner Ads can be added to be displayed below the search bar on the Home page. Uploaded Files can be added to the site to which Gallery Users can access via Links. You have the ability to change the Gallery Name, Logo and Color Scheme within the web Browser. This is often used to house FAQs, Help & Links Add link to your Page or URL in the Header or Footers.   If you have any outstanding questions please reach out to our Alteryx Support   Best,   Jordan Barker Solutions Consultant
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Alteryx Server provides a fully scalable architecture that allows an organization to scale Alteryx to automate data analytics, tackle bigger projects, process larger datasets and put self-service data analytics into the hands of more decision makers. From scaling Worker nodes to Gallery nodes to the MongoDB persistence layer, Alteryx Server allows organizations to efficiently manage their automated and self-service data analytics needs.
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If a quick/straight forward solution is not available, you may be asked to provide screenshots, files, and/or error logs that our Server/Gallery Support requires to help troubleshoot your issue.
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If a quick/straight forward solution is not available, you may be asked to provide screenshots, files, and/or error logs that our Server/Gallery Support requires to help troubleshoot your issue.
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If you are running into problems scheduling a workflow over VPN even though you can schedule without VPN – look no further!
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As more and more users become familiar with macros it is useful to know the potential ways of scaling and sharing these insights within your business.    Here are just a few ways to achieve this aim!   Push latest macros to users/automatically ensure that users are using the latest version   Alteryx Designer Desktop Working with colleagues and sharing macros? Within the Alteryx designer you can create your own macro ‘Parent Category’. When specifying a file path, you can choose either a local or a network/mapped drive. If you are building macros within a team and looking to share or update macros dynamically, having a mapped location will allow you to reflect any changes on everyone’s machines. As a best practice when overwriting a macro it would be best to update the Meta-data tab (Within workflow properties tab) within the macro to add initials or details of what has changed. This can help you track who edited each version. Unfortunately, if you choose to use an overwrite function, you will be unable to control the version of the macro overtime. Therefore, you may choose to add “V1” etc. to the macro when saving it to the network location. This macro parent category could then be used as a development location and then you could have another macro parent category where you publish production ready macros.     Alteryx Server The Alteryx Server can adopt a similar outline to that of the Alteryx Designer however, it has a greater flexibility in terms of version control. When building a macro you can publish it with a description.   Then when a change is made to the macro you can press the save icon and add another description.   Within the gallery this is then reflected when you click on the macro and click on the version number.  You then have the capability of running & publishing up and down versions.       Include macro pack as part of installation procedure for new users You could zip all the macros together and get a user to extract them to their own macro folder (mentioned above).   Or to the Admin (C:\Program Files\Alteryx\bin\RuntimeData\Macros) or Non-admin (C:\Users\%USER%\AppData\Local\Alteryx\bin\RuntimeData\Macros) folders.   If you use the metadata tag when building the macro workflow it can land in that parent category as well.     Best,  Jordan Barker Solutions Consultant 
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The beauty of Alteryx is the ability to make repeatable data processes time and time again. But, if that wasn't good enough, we have the ability automate these workflows through scheduling!
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This is Part 4 of the Alteryx Gallery Series - The Gallery Series only refers to the Alteryx Server where you can host your Private Alteryx Gallery. This Article with refer to 'Alteryx Gallery' as a privately hosted Gallery on the Alteryx Server.  Part 1 Alteryx Gallery Series - The Lay of the Land 101: Gallery Admin Edition  Part 2 Alteryx Gallery Series - The Lay of the Land 101: User Edition  Part 3 Alteryx Gallery Series: App Publishing & Version Control 101 - Alteryx Community    With the enormous potential of the Alteryx Gallery it is important to utilize all of its power into making better data driven decisions. But, what if you are unsure how to shape the Gallery for your particular use case? This article outlines a few of the potential ways you can do that.   Data Analyst This is a simple way of organizing the Gallery if you have a small groups of Alteryx Content creators who develop end solutions for Business Decision Makers in certain internal departments. You have a few Data Artisans who create, parametrize and upload the Applications (Gallery Admin will need to assign Data Artisan level permissions for these users) They all have private studios to develop in to push content up (Default) They have the ability to create Collections for end users and invite them to join (End users will need to have signed up to the Alteryx Gallery or be in the Domain where the Alteryx Gallery is hosted) The owner of the collection will then have to use the ‘users’ tab inside the collection to add the end user who will then be able to run the reports as a ‘Viewer’ of the Collection.   Departmental (Functional) You have a group of Alteryx creators who make custom applications for particular departments. You would like to share these applications across multiple users within that department. You have a few Data Artisans who create, parametrize and upload the Applications (Gallery Admin will need to assign Data Artisan level permissions for these users) The Gallery Admin has created a Studio (Subscription) for that particular department and given the Alteryx creators Artisan permissions to that studio. As Data Artisans can only belong to one studio at once, the application they build in the Alteryx Designer will now ‘land’ in that departments private studio. (Use this as a development platform). Once the application have been tested, the Gallery Admin can then assign the Data Artisans to a collection whereby they can upload the finished applications. The Gallery Admin can then add the end users to that collection to run the applications as “Viewers”   Departmental (Consumer) You have multiple different departments consuming these applications from one set of Alteryx creators. The end users just want to run the application without knowing any of the Alteryx behind the scenes logistics. As Data Artisans can only publish to one studio (subscription) at a time, it may be useful to have a cross-functional studio to house applications for different departments. The Gallery Admin know can just assign one subscription/studio key to each Data Artisan. The Data Artisan uploads to this one cross-functional studio Once the applications have been uploaded to the Studio they can then be published to the end users in the specific department collections. The users have already been invited to that collection by the Gallery Admin.   Hierarchy (Varied End Users) You have a range of end users requesting detailed reporting The Gallery Admin assigns a cross-functional studio for all Data Artisans. Analysts require a greater range of detail for their UI on their applications. Therefore, the Gallery Admin creates a collection for analysts and invites the Data Artisan to publish the more detailed applications here. Management require more cohesive and precise reporting so these application are hosted in a different collection for these users. All of the end users (analysts & management) are invited as viewers to just run the workflows.   Best,   Jordan Barker Solutions Consultant 
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This is Part 3 of the Alteryx Gallery Series - The Gallery Series only refers to the Alteryx Server where you can host your Private Alteryx Gallery. This Article with refer to 'Alteryx Gallery' as a privately hosted Gallery on the Alteryx Server.  Part 1 Alteryx Gallery Series - The Lay of the Land 101: Gallery Admin Edition  Part 2 Alteryx Gallery Series - The Lay of the Land 101: User Edition  Part 4 Alteryx Gallery Series: How to make the most of your Alteryx Gallery – Use Cases    The main draw of the Alteryx Gallery (other than scheduling) is the ability to create Analytic Applications!  Analytic Applications allow data analysts to parametrize Alteryx Designer workflows, so Business decision makers can interact with a user friendly interface and create custom reports faster on a daily, weekly or monthly basis.   Often these Applications need updating without interrupting end user interaction. Through the version control offered in the Alteryx Gallery, it makes it easier to track application development and prevent disruption for the end user. This article explains the conventions of uploading and apps and version control.   Before reading this article there a few pre-requisites to ensure you can publish apps: Your permission level is set as a Data Artisan in the Alteryx Gallery (You cannot publish up to the Alteryx Gallery without this permission level) The Analytic Application functions successfully from the designer   Publishing an Analytic App From the File Menu, go to Save As “My Company’s Gallery” You can then name the workflow and provide any comments or details specific to version being “saved” Once you click “Save”, Alteryx will publish the workflow and validate that it runs without errors in your gallery environment.   Upload to your Private Studio If you are a Data Artisan in the Alteryx Gallery you will have a Private Studio. If you have not already been added to another Studio, the Private Studio will be your default location when uploading an App from the Alteryx Designer. You can only belong to one Private Studio or Studio at a time.   You want to publish to a Studio (Subscription) The studio you belong to will populate in the ‘Location’ section when uploading to your company’s gallery. If this does not populate with the correct studio name you need to contact the creator of the studio or Gallery Admin. When you File>>Save As>>>Local Gallery from the Alteryx Designer you should see the studio (subscription) you are belong to.   You want to Publish to a Collection To publish to a collection you will need to have Data Artisan Permissions for the whole Gallery. If you are a Data Artisan in the Alteryx Gallery you will have your own private studio but you also have the ability to create collections. Other Artisans in your company’s Gallery can add you to collections they create. When you first upload your app to the Alteryx Gallery it will ‘land’ in your Private Studio (You only get a Private Studio if you are a Data Artisan). From your Private Studio you can click on your app and then there will be a ‘Sharing’ icon. You will then have the option to ‘Add to Collection’       This will then give you an option to select the collections you have access too or the option to create a new collection.     You want to publish to the Public Gallery If you choose to publish to the Public Part of your company’s gallery it will give access to everyone who can access your company’s gallery. Users often upload to the public gallery if they are testing proof of concepts or uploading demo version of Apps. To upload to the public gallery you can upload to your private studio and then choose to share the app in the public gallery.    I want to run this app with certain credentials  Within Alteryx Server 10.5+ there is the ability to manage certain 'Run As' credentials for certain Applications and Workflows ran on the Alteryx Server.  There are few different configurations you can select when setting up the Alteryx Gallery Speak to your Alteryx Server Gallery Admin if you are unsure which setting is available for you   What are the settings? These setting are found on the Gallery Admin page under 'System Settings'   Allow users to set options for credentials when saving a workflow The best practice would be to ask users for their credentials so they can only access the data they have privileges for within your internal IT environment.  The interface will look like the screenshot below. When uploading an App from your Alteryx Designer (File>>Save as>>>My Company's Gallery) you can click on 'Workflow Options' & 'Set Workflow Credentials'.    This will give the user three options    'User is not required to specify credentials' - The application/workflow will run as the default Alteryx Server user account (Run As settings in system settings on server config).  'User must specify their own credentials' - When running the application from the Alteryx Gallery the users will have to enter in credentials    'Always run this workflow with these credentials' - The user can enter the credentials at this point, however preset credentials can be added within the Alteryx Gallery Admin section ("Workflow Credentials")   Always run workflows wither server or studio default credentials This will run any workflows with the default Alteryx Server user account (Predefined in the Alteryx Server System Settings) This could be a general account that allows all users to access the data they need to.  This is useful when testing out the Alteryx Server for scheduled workflows   Require users to enter their own credentials when running any workflows 'User must specify their own credentials' - When running the application from the Alteryx Gallery the users will have to enter in credentials        Version Control Workflows saved in the Alteryx Gallery can be shared with others who can then open them within the Alteryx Designer, make changes to them, and save them back to the Alteryx Gallery. When changes to a workflow are saved back to an Alteryx Gallery a new version of that workflow is created, and the previous version of the workflow is maintained.   IMPORTANT! To re-version an app you just need to hit the save icon in the Alteryx Designer once you have uploaded to the Alteryx Gallery for the first time. If you have already uploaded the app to the Alteryx Gallery and then go to File>>Save as>>>My Company’s Gallery, it will re-upload that same app twice. To see the version you can click on my company’s Gallery and it will populate with all the workflows, apps and macros. Within here you can click on the versions icon and it give you access to the various different versions for that workflow, app or macro.   Useful Links Are you are looking for more information on the Best practices for App Building? You may need to load the input files for your app if your Alteryx Server does not have access to these files. You can do this through adding files to the application you are uploading. What tools can be published within my app to the gallery I want to use the Gallery API to call on Apps, where can I find my API and Secret Keys   Best,   Jordan Barker Solutions Consultant     
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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.     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.    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.   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. Step 2: Connect to the VM   Click on the Virtual Machinesentry on the left side of the page. Click on the VM’s name in the list. Click on the Connect This will download an .rdp file for Remote Desktop connections. 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. 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 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. 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   Activate your license. Get the Controller Token from the Azure VM from the Alteryx System Settings Open port 80 on the Windows Firewall. In Alteryx Designer, go to Options > Schedule Workflow. In the Controllerdropdown, select Connect to Controller... Paste in the DNS name or IP of the Azure VM and the Alteryx Server Controller Token from Step 2.
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