Workflow Promotion from Development to Production

[garrettjohnson]

At my company all of the Alteryx Left before I was hired and I am still learning the tool.

We are using Alteryx Version 2021.2.

We have a Two-tier work environment: Development/Test (Server ) and Production (Server).

The goal is to perform all work in the first tier and then to Promote those changes to Production through some tool.

It appears that our version of Alteryx was designed to only be able to make updates from Designer to Gallery. 

This not only means that work has to be duplicated but the potential for error is a factor when recreating the changes that worked in Tier One in the Production Environment.

Is there a way to promote workflows from Dev to Production and automatically update the appropriate connections?

[CullenJ]

I would also like to know more about this kind of thing. Did you end up finding any resources?

[Bren_Spill]

@garrettjohnson  - you shouldn’t need to recreate changes in this scenario. You can build in designer and publish to development server for testing. Once the workflow/app is functioning correctly in dev, you can publish the updated workflow/app straight to production from the same designer instance. Feel free to DM me if you need more detail.

[apathetichell]

@Bren_Spill -I'd recommend they upgrade to 2021.4 (or 2022.1 - can't remember which is lowest version supported) - to use server 3.0 api - then they can retrieve packages via api - and publish packages via api...

agreed?

[Bren_Spill]

@apathetichell - yes, agreed that would be an ideal solution!

[KGT]

I advise taking a look at the Workflow Migration Tool: https://community.alteryx.com/t5/Community-Gallery/Alteryx-Gallery-Workflow-Migration/ta-p/1031739

That will however require you to upgrade to a supported version.

Without using an option that involves the API for migration (as the above one does), then you would be back to uploading a new version from Designer. As your version is a little older and hasn't been upgraded, there's a chance that it hasn't been set up with migration in mind and so you may need to check on data connections etc. There are many ways that servers can be set up, and so without the specifics of yours, it's hard to say exactly what your best approach is. 

If you go to your My Alteryx, you should be able to see who your contact is at Alteryx as well. If you have had a large turnover of staff, then it might be worth seeing if you can get some kind of a health check or similar.

[garrettjohnson]

https://community.alteryx.com/t5/Community-Gallery/Alteryx-Gallery-Workflow-Migration/ta-p/1031739

This did the Trick  for me once we overcame some network protocols within the company. Just flag it as ready to migrate in your source environment and it will transfer to your target. It also maintains history if but you have to save to the same Gallery with the same name in your source gallery.