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Engine Works

Under the hood of Alteryx: tips, tricks and how-tos.
caltang
17 - Castor
17 - Castor

Discover how to effectively manage Alteryx administration for optimal performance. This blog covers essential topics like license management, telemetry monitoring, server health, and documentation organization.

 

Managing Licenses

 

Alteryx provides a structured approach to license management, which is essential for ensuring that users have the necessary access to the software. Here are the key components:

 

  • License Activation: End users can activate licenses through the Manage Licenses window in Alteryx Designer.   Administrators can manage license activations in the Alteryx License Portal.
  • Deactivation and Renewal: Licenses can be deactivated and reactivated on different machines. Renewals require obtaining new license keys from the license administrator.
  • Troubleshooting: Common issues include invalid license keys or lack of available seats. Administrators can resolve these by checking the license status and ensuring proper activation procedures are followed.
  • Maintenance: If you manage a lot of licenses, it is important to keep track of them every month to ensure licenses are effectively utilized. You can do this by checking when the license was last used, but a more effective way is to go via Telemetry.

 

Once you have a hang of the administrative portal, you can check out the Alteryx License Portal API for more robust control of license management! Read more about it here.

 

Telemetry

 

Telemetry data at Alteryx helps administrators monitor usage patterns and system performance. This data can be crucial for:

 

  • Understanding User Engagement: By analyzing telemetry data, administrators can identify how often and in what ways users engage with Alteryx, allowing for better resource allocation and training opportunities.
  • Performance Monitoring: Telemetry can provide insights into system performance, helping to identify bottlenecks or areas needing improvement.

 

You can read more about telemetry here!

 

Server Health

 

Beyond Designer, if your organization has  Alteryx Server, you will also need to consider the administrative side of the Server. This article will focus more on Server Health for now. Maintaining Server health is vital to ensure that Alteryx operates smoothly. Key practices include:

  • Regular Monitoring: Administrators should regularly check server performance metrics to ensure optimal operation. This includes monitoring CPU usage, memory consumption, and disk space.
  • Service Management: Restarting Alteryx services may be necessary if issues arise. Keeping services updated and properly configured is essential for maintaining server health.

 

However, this portion is more complex as it requires a deep dive into the database structures of the Alteryx Server. Knowledge of MongoDB is important, and getting the necessary information will require some time and effort. You can find Alteryx documentation on the MongoDB Schemas here.

 

Storing Documentation

 

Last but not least, proper documentation is crucial for effective administration. Many times, documentation about workflows and projects is raised, but the Alteryx administration itself requires documentation.

 

Here are some best practices:

  • Centralized Documentation: Store all administrative procedures, license information, and troubleshooting guides in a centralized location accessible to all relevant team members.
  • Version Control: Keep track of changes in documentation to ensure that all users have access to the most current information.
  • Training Resources: Include training materials and guides for new users to help them understand how to use Alteryx effectively.
  • Documents related to Alteryx licenses/renewals: This bit is usually handled separately, but it is vital that all team members know the process for maintaining Alteryx in their respective organizations.

 

Conclusion

 

Managing the admin side of Alteryx encompasses a variety of tasks that are essential for smooth operation and user satisfaction. By focusing on effective license management, monitoring telemetry and server health, and maintaining thorough documentation, administrators can ensure that their Alteryx environment is efficient and user-friendly.

Comments
BS_THE_ANALYST
14 - Magnetar
14 - Magnetar

Nice read, thanks @caltang.

caltang
17 - Castor
17 - Castor

I was thrusted to handle the administrative side of Alteryx at my organisation since my team left and no one else was available. It is really difficult work, and honestly, very painful. The business side of managing Alteryx is not as easy as it sounds - and I give a lot of credit to administrators. The amount of work that goes into it takes up a large portion of my time - leaving virtually none to development! 

 

So I wrote this in hopes of giving future administrators something simple to look at and try. Thanks for reading @BS_THE_ANALYST !

CoG
13 - Pulsar

Nicely done, I can imagine how difficult this is to manage and maintain. Having a well thought through administrative framework is critical as early as possible.

gawa
16 - Nebula
16 - Nebula

Like. This is good article for new admins to start with. 

To be honest...I didn't know about Telemetry though I've been an admin for years😂