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alteryx server Knowledge Base

Definitive answers from Server experts.
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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If you are upgrading your Alteryx Server from an older version to 2018.1 or greater, your MongoDB will be migrated from Mongo 3.0 to Mongo 3.4 as part of the process. This article details how to troubleshoot a potentially failed migration. 
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Logs and files can be hard to find if you’ve never had to deal with them before.  This Alteryx Analytic Application will help gather most of the common logs and environmental files Support requests in one fell swoop!
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Scheduling a workflow, application, or package on your company's Gallery allows you to automate a process at a given frequency, date, and/or time. Because your asset is running on a server machine, it will not matter if your computer is connected to a network, or even turned on. In this article, we will describe how to schedule a workflow on a private Gallery. 
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The Alteryx Gallery can support custom reports in .rptx format.  If a workflow or app is uploaded to the gallery without taking the following steps, there will be an error stating that it can not find the .rptx file. The key is to make sure to save a copy of the .rptx file in the same location as the App so that the allocate report configuration is not lost. Then make sure to add the RPTX file as an asset attached to the Allocate Report tool before publishing to the gallery. To do this, first make sure that the Display Asset Management in Properties Window option is checked in Designer User Settings:     Now click on the Assets icon on the left side of the Allocate Report configuration window, and add RPTX file:   It is important to know that Custom VVFs are not supported in the Gallery. If there is a custom variable that you would like to include, it must be calculated inside the .RPTX file itself. Calculating a Variable inside an RPTX: Opening an RPTX in the Composer will display the code that drives the custom report by adding code similar to the following, a new variable can be calculated within the RPTX itself. <td align="Left" width="17%">My Variable </td>           <td align="Right" width="8%">             <all:app class="__format2" formula="(XCYFEM + XCYMALE)" />           </td>
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Steps for troubleshooting the "unable to translate alias" error when uploading or running an app/workflow on Server.
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We hope that you are as excited about this new feature as we are! The new Database Connection Share is a feature that will allow ease of access for your Alteryx users to your databases. The feature also allows the Alteryx Gallery and Database Administrators more governance over what connections are being made as well as who are making the connections.The Admin of the Gallery can create and manage their users' data connections.
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This is the second article in a series on Alteryx Server backup and recovery. You can find Part 1 at:   Alteryx Server Backup & Recovery Part 1: Best Practices   As long as a backup of the Mongo database is available, you can get Alteryx Server back up and running. Luckily, backing up the embedded MongoDB is pretty simple, and can be done with a few console commands. I would recommend creating a batch file or script to perform the process. Doing so will allow you to schedule the backup using Windows Task Scheduler. The actual steps to perform a MongoDB backup are covered in detail in the online help under the server configuration section or at this direct link. I will also outline the steps below for completeness.   To create a backup of the MongoDB:   Stop AlteryxService. Execute the following command to save a backup of the database in the specified folder:   alteryxservice emongodump=<path to backup location> Restart AlteryxService   You can easily script this to a batch file with a few simple console commands. Keep in mind that paths may vary on your server, but it should look something like this.   Example:     "C:\Program Files\Alteryx\bin\AlteryxService.exe" stop "C:\Program Files\Alteryx\bin\AlteryxService.exe" emongodump=Z:\Path\MongoBackup "C:\Program Files\Alteryx\bin\AlteryxService.exe" start     You can add additional features, such as logging and date/time stamps, to the backups.  As an example of additional useful features to include with your backups, I have included the code for a batch script I created that adds the following information: logging with date/time stamping, a backup that is also date/time stamped, automated archival of the backup, copying the archive to a network location, and cleanup of the temp files.   Once you have a batch file or other script to perform your backups, you need to test the script to ensure it works properly. Once testing is done, the next step is to schedule the backup. The easiest way to do this is to use Windows Task Scheduler. To create a scheduled task on Windows 2012 Server, follow these steps:   Create a scheduled task:   Open Task Scheduler and click on “Create Task”   On the General tab, enter “Name”, “Description”, select “Run whether user is logged in or not", and select "Run with highest privileges"   On the Triggers tab, click “New”   A dialogue box will appear. Define the schedule (daily, weekly, etc...) on which you want the backup to run and click “OK”   On the Actions tab click “New”   On the dialogue window, make sure “Start a Program” is selected and click “Browse”. Select the batch file you created and click “Open”. Then click “OK”.   Click “OK” on the Create Task window to finalize the creation of the backup task.   Now that you have successfully implemented backup procedures and scheduled a task to automate the backups, it is time to discuss database restoration from a backup. The good news is that restoring the database is just as simple as backing it up. Assuming that 1) the server is functioning, 2) Alteryx Server is installed, and 3) you have a valid backup available, you can follow these simple steps outlined below.   To restore a backup of the MongoDB:   Stop AlteryxService Execute the following command to restore the backup:   alteryxservice emongorestore=<path to backup location>,<path to restore to>   Restart AlteryxService   This simplicity and same focus on command line statements means that we can also script recovery. However, since recovery actions are much less frequent, it probably isn't necessary. Instead, you would just connect to the server, open a command prompt and, following our backup example above, execute the following commands:   Example:     "C:\Program Files\Alteryx\bin\AlteryxService.exe" stop "C:\Program Files\Alteryx\bin\AlteryxService.exe" emongorestore=Z:\Path\MongoBackup,C:\ProgramData\Alteryx\Service\Persistence\MongoDB "C:\Program Files\Alteryx\bin\AlteryxService.exe" start     For Alteryx Server we also recommend backing up the controller token and some settings files. While the server can be recovered without these files. Having a backup of them can expedite the recovery process, and they will also ensure you will be able to decrypt any sensitive data in the database. The settings files we recommend backing up are:   C:\ProgramData\Alteryx\RuntimeSettings.xml C:\ProgramData\Alteryx\Engine\SystemAlias.xml C:\ProgramData\Alteryx\Engine\SystemConnections.xml   Again, please keep in mind the exact paths may vary depending on the server configuration and where the backup is located. This example also assumes the backup isn't compressed/archived. If you are using a backup script that archives the backup and copies it to network storage, you will need to copy the backup file to the server and decompress the archive before running the recovery commands above.     Below is the code for my sample batch script:   ::----------------------------------------------------------------------------- :: :: AlteryxServer Backup Script v.2.0.2 - 01/04/19 :: Created By: Kevin Powney :: :: Service start and stop checks adapted from example code by Eric Falsken :: ::----------------------------------------------------------------------------- @echo off ::----------------------------------------------------------------------------- :: Set variables for Log, Temp, Network, and Application Paths :: :: Please update these values as appropriate for your environment. Note :: that spaces should be avoided in the LogDir, TempDir, and NetworkDir paths. :: The trailing slash is also required for these paths. ::----------------------------------------------------------------------------- SET LogDir=C:\ProgramData\Alteryx\BackupLog\ SET TempDir=C:\Temp\ SET NetworkDir=\\ServerName\SharePath\ SET AlteryxService="C:\Program Files\Alteryx\bin\AlteryxService.exe" SET ZipUtil="C:\Program Files\7-Zip\7z.exe" :: Set the maximium time to wait for the service to start or stop in whole seconds. Default value is 2 hours. SET MaxServiceWait=7200 ::----------------------------------------------------------------------------- :: Set Date/Time to a usable format and create log ::----------------------------------------------------------------------------- FOR /f %%a IN ('WMIC OS GET LocalDateTime ^| FIND "."') DO SET DTS=%%a SET DateTime=%DTS:~0,4%%DTS:~4,2%%DTS:~6,2%_%DTS:~8,2%%DTS:~10,2%%DTS:~12,2% SET /a tztemp=%DTS:~21%/60 SET tzone=UTC%tztemp% echo %date% %time% %tzone%: Starting backup process... > %LogDir%BackupLog%datetime%.log echo. >> %LogDir%BackupLog%datetime%.log ::----------------------------------------------------------------------------- :: Stop Alteryx Service ::----------------------------------------------------------------------------- echo %date% %time% %tzone%: Stopping Alteryx Service... >> %LogDir%BackupLog%datetime%.log echo. >> %LogDir%BackupLog%datetime%.log SET COUNT=0 :StopInitState SC query AlteryxService | FIND "STATE" | FIND "RUNNING" >> %LogDir%BackupLog%datetime%.log IF errorlevel 0 IF NOT errorlevel 1 GOTO StopService SC query AlteryxService | FIND "STATE" | FIND "STOPPED" >> %LogDir%BackupLog%datetime%.log IF errorlevel 0 IF NOT errorlevel 1 GOTO StopedService SC query AlteryxService | FIND "STATE" | FIND "PAUSED" >> %LogDir%BackupLog%datetime%.log IF errorlevel 0 IF NOT errorlevel 1 GOTO SystemError echo %date% %time% %tzone%: Service State is changing, waiting for service to resolve its state before making changes >> %LogDir%BackupLog%datetime%.log SC query AlteryxService | Find "STATE" timeout /t 1 /nobreak >NUL SET /A COUNT=%COUNT%+1 IF "%COUNT%" == "%MaxServiceWait%" GOTO SystemError GOTO StopInitState :StopService SET COUNT=0 SC stop AlteryxService >> %LogDir%BackupLog%datetime%.log GOTO StoppingService :StopServiceDelay echo %date% %time% %tzone%: Waiting for AlteryService to stop >> %LogDir%BackupLog%datetime%.log timeout /t 1 /nobreak >NUL SET /A COUNT=%COUNT%+1 IF "%COUNT%" == "%MaxServiceWait%" GOTO SystemError :StoppingService SC query AlteryxService | FIND "STATE" | FIND "STOPPED" >> %LogDir%BackupLog%datetime%.log IF errorlevel 1 GOTO StopServiceDelay :StopedService echo %date% %time% %tzone%: AlteryService is stopped >> %LogDir%BackupLog%datetime%.log ::----------------------------------------------------------------------------- :: Backup MongoDB to local temp directory. ::----------------------------------------------------------------------------- echo. >> %LogDir%BackupLog%datetime%.log echo %date% %time% %tzone%: Starting MongoDB Backup... >> %LogDir%BackupLog%datetime%.log echo. >> %LogDir%BackupLog%datetime%.log %AlteryxService% emongodump=%TempDir%ServerBackup_%datetime%\Mongo >> %LogDir%BackupLog%datetime%.log ::----------------------------------------------------------------------------- :: Backup Config files to local temp directory. ::----------------------------------------------------------------------------- echo. >> %LogDir%BackupLog%datetime%.log echo %date% %time% %tzone%: Backing up settings, connections, and aliases... >> %LogDir%BackupLog%datetime%.log echo. >> %LogDir%BackupLog%datetime%.log copy %ProgramData%\Alteryx\RuntimeSettings.xml %TempDir%ServerBackup_%datetime%\RuntimeSettings.xml >> %LogDir%BackupLog%datetime%.log copy %ProgramData%\Alteryx\Engine\SystemAlias.xml %TempDir%ServerBackup_%datetime%\SystemAlias.xml copy %ProgramData%\Alteryx\Engine\SystemConnections.xml %TempDir%ServerBackup_%datetime%\SystemConnections.xml %AlteryxService% getserversecret > %TempDir%ServerBackup_%datetime%\ControllerToken.txt ::----------------------------------------------------------------------------- :: Restart Alteryx Service ::----------------------------------------------------------------------------- echo. >> %LogDir%BackupLog%datetime%.log echo %date% %time% %tzone%: Restarting Alteryx Service... >> %LogDir%BackupLog%datetime%.log echo. >> %LogDir%BackupLog%datetime%.log SET COUNT=0 :StartInitState SC query AlteryxService | FIND "STATE" | FIND "STOPPED" >> %LogDir%BackupLog%datetime%.log IF errorlevel 0 IF NOT errorlevel 1 GOTO StartService SC query AlteryxService | FIND "STATE" | FIND "RUNNING" >> %LogDir%BackupLog%datetime%.log IF errorlevel 0 IF NOT errorlevel 1 GOTO StartedService SC query AlteryxService | FIND "STATE" | FIND "PAUSED" >> %LogDir%BackupLog%datetime%.log IF errorlevel 0 IF NOT errorlevel 1 GOTO SystemError echo %date% %time% %tzone%: Service State is changing, waiting for service to resolve its state before making changes >> %LogDir%BackupLog%datetime%.log SC query AlteryxService | Find "STATE" timeout /t 1 /nobreak >NUL SET /A COUNT=%COUNT%+1 IF "%COUNT%" == "%MaxServiceWait%" GOTO SystemError GOTO StartInitState :StartService SET COUNT=0 SC start AlteryxService >> %LogDir%BackupLog%datetime%.log GOTO StartingService :StartServiceDelay echo %date% %time% %tzone%: Waiting for AlteryxService to start >> %LogDir%BackupLog%datetime%.log timeout /t 1 /nobreak >NUL SET /A COUNT=%COUNT%+1 IF "%COUNT%" == "%MaxServiceWait%" GOTO SystemError :StartingService SC query AlteryxService | FIND "STATE" | FIND "RUNNING" >> %LogDir%BackupLog%datetime%.log IF errorlevel 1 GOTO StartServiceDelay :StartedService echo %date% %time% %tzone%: AlteryxService is started >> %LogDir%BackupLog%datetime%.log ::----------------------------------------------------------------------------- :: This section compresses the backup to a single zip archive :: :: Please note the command below requires 7-Zip to be installed on the server. :: You can download 7-Zip from http://www.7-zip.org/ or change the command to :: use the zip utility of your choice as defined in the variable above. ::----------------------------------------------------------------------------- echo. >> %LogDir%BackupLog%datetime%.log echo %date% %time% %tzone%: Archiving backup... >> %LogDir%BackupLog%datetime%.log %ZipUtil% a %TempDir%ServerBackup_%datetime%.7z %TempDir%ServerBackup_%datetime% >> %LogDir%BackupLog%datetime%.log ::----------------------------------------------------------------------------- :: Move zip archive to network storage location and cleanup local files ::----------------------------------------------------------------------------- echo. >> %LogDir%BackupLog%datetime%.log echo %date% %time% %tzone%: Moving archive to network storage >> %LogDir%BackupLog%datetime%.log echo. >> %LogDir%BackupLog%datetime%.log copy %TempDir%ServerBackup_%datetime%.7z %NetworkDir%ServerBackup_%datetime%.7z >> %LogDir%BackupLog%datetime%.log del %TempDir%ServerBackup_%datetime%.7z >> %LogDir%BackupLog%datetime%.log rmdir /S /Q %TempDir%ServerBackup_%datetime% >> %LogDir%BackupLog%datetime%.log ::----------------------------------------------------------------------------- :: Done ::----------------------------------------------------------------------------- echo. >> %LogDir%BackupLog%datetime%.log echo %date% %time% %tzone%: Backup process completed >> %LogDir%BackupLog%datetime%.log GOTO :EOF :SystemError echo. >> %LogDir%BackupLog%datetime%.log echo %date% %time% %tzone%: Error starting or stopping service. Service is not accessible, is offline, or did not respond to the start or stop request within the designated time frame. >> %LogDir%BackupLog%datetime%.log
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This is a very common error that can occur if the AlteryxService shuts down unexpectedly. Most commonly the error is caused by MongoDB not shutting down properly and the lock file does not get released. This prevents MongoDB from starting the next time you try to start the AlteryxService and returns an error message.
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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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With the release of 2018.3, server users can now take advantage of job prioritization and worker node assignment. This article introduces these features and outlines how to use them.
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The final step in an Insight's journey is it's publication to a company's private Gallery. After publication, an insight can be shared with anyone who has access to the Gallery it is hosted on. This article provides detailed steps on how to publish an insight   to   a Gallery, and how to share the insight with other users on the Gallery.  
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The Visualytics Insight tool was first introduced with Alteryx 2018.3. Insights allow users to create visual, interactive dashboards to gain deeper insights into your data and can be shared through an Alteryx Private Gallery. In order to have Insights load successfully on your Gallery, there are a few changes you need to make to your Server System Settings.
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How to check what's using the port and steps for changing some services' default port!
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I had a user recently ask about having an app on their Gallery run, produce an output, and have a second workflow send an email with the output from the app. There are a couple of ways to accomplish this, but I came up with an idea that I thought would be useful to share with the Community as they may find this feature useful for many situations.   The idea was to make it simple for the user so that they didn't have to use a chained app. The user just wanted the second workflow to run, but not put the Email tool on the Server. The solution is to use the Events > Run Command in the Workflow Configuration to schedule the email workflow after the app is run.   To accomplish the task, you can use a command line option that will add a specified workflow to the scheduler queue.   Scheduling a workflow via the Command Line:   The Run Command is in the Events tab; click on your Alteryx canvas and in the Workflow Configuration window select Events > Add > Run Command:     Run Event When: to "After Run"   Command: C:\Program Files\Alteryx\bin\AlteryxService.exe (This may not be exactly where your company has the AlteryxService.exe saved. Please check with your Server Admin.)   Command Argument [Optional]: addtoqueue=C:\location\of\workflow\to\schedule.yxmd,Server name,Controller Token,true   Example:   C:\Program Files\Alteryx\bin\AlteryxService.exe addtoqueue=C:\Temp\simpleoutput.yxmd,dib-ps-tst-12,3EA75D9170E4956DC3583C23224BA0898A98376D,true   Where to find Server name:On the machine the holds the server - Windows Start>Control Panel>System>Computer Name   Where to find the Controller Token: Open your Alteryx System setting on the Server and click Next until you reach the General screen under the Controller section. Click View to see the Controller Token and copy the token.                         Once the first workflow is run, the Scheduler will queue up the scheduled workflow and run the workflow on the Scheduler immediately.   Hopefully, this will give you some creative ideas to use this operation!
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How to Clean Up Duplicate Workflows In the Gallery
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The  Alteryx License Server  is an implementation of our technology partner  Flexera Software ’s  Local License Server , and allows for the deployment of a local license server within an organizations’ internal network. This allows for a smoother and more secure deployment of Alteryx products, especially behind proxies and firewalls.
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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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You've downloaded Alteryx and you want to activate it, but it asks you for information you don't have. What do you do now? Don't panic!  
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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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