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Data Products 101 Part 1: Installing your Data (Network & Command Line) This article will walk through the Network data installation process and is intended for Admins. If you are looking for a guide on the standard local installation process, then check out our article on Local Data Installation. Network Data Install (Advanced) Considering that the entire US Business Insights bundle is around 180GB, we often have cases where a user will run out of hard drive space during the data install. If you find yourself in this boat and are on a company network, you can resolve your space issues by performing a network install with the Alteryx Data Installer. This can also potentially save a huge amount of installation time when you have multiple users for the Data Bundle. Instead of performing this lengthy install numerous times – once for each user – you can install once and be done. The downside to a Network Install is performance. A Local Install will almost always have better performance, as a Network Install is limited to network speeds and read/write times on your network drive. A Network Install consists of two operations: 1. Preparing the Network Installation – contents of the Alteryx Data Install are copied to and prepared on your network location. 2. Registering the Network Installation – where each of your users navigate to the prepared network location in order to register the data sets to their machine. To Prepare a Network Installation: 1. Follow Steps 1 – 4 within the (Local Installation process article)[hyper-link here]. 2. You should now be at the Location screen - choose ‘Prepare a Network Install’ and browse to the shared network location where you wish to install. Be sure that all users have the same configuration if you're using a mapped network drive. At a minimum, each of your users will need read access to this location. If you plan to install CASS to this network location, then your users will also need write access to this location. Click ‘Finish’ after selecting the network location and let the Alteryx Data Installer run. 3. Once the installation is complete, each of your users will need to register the Prepared Network Install to their computers. To Register a Network Installation: 1. Each user will need to navigate to the location where you Prepared the Network Install. Once there, run ‘AlteryxDataInstall.exe’ and follow Steps 1 – 4 as outlined under the Local Data Install guide. On the Location screen, select ‘Register from a Network Location and click ‘Finish’. 2. The installation process should take no more than a couple minutes to copy over a handful of files to the user’s computer (sample data, etc.). Once done registering, the user can immediately start accessing the installed data in Alteryx. Command Line Install (Advanced) The Alteryx Data Installer also has command line operations for all of our IT users. Please refer to our Command Line documentation for more details.
Data Products 101
Part 1: Installing your Data (Standard)
So, you just bought one of the Data Bundles from Alteryx and you’re excited to dive in and start exploring Location and Business Insights for your company – but where do you start? How do you get access to this Data? Well, unlike a SQL database or CSV you might be used to working with, you’re going to start by installing these Data Products. This article will walk through the standard data installation process. If you are an Admin and are interested in a Network or Command Line installation, check out our article on Data Installation for Admins.
First and foremost, do you have your Data Package yet?
If you purchased either the US or Canada Business Insights bundles, you should have received a hard drive in the mail. If you have your hard drive plugged in and read, then go ahead and skip to Step 1 below.
If you purchased one of our Location Insights spatial bundles, then head to licensing and download portal and download the data. Assuming you have your Spatial license key activated, it’ll be under the Data Packages tab on the left – just click on the bundle you wish to download and then the .7z file you wish to download. Pay attention to the vintage tag as you’ll want the most recent quarter’s data.
Be sure to extract the .7z package after you’ve downloaded it. We recommend creating a new folder that you will extract into – instead of extracting everything onto your desktop.
If you haven’t received your US/CAN Business Insights hard drive yet, or don’t see the Data Packages tab on the Licensing and Downloads portal, you should reach out to our Fulfillment Team for support.
Local Data Installation Steps
The local data install is the standard installation type. First, you’ll want to make sure Alteryx is closed. Next, either plug in your Alteryx Data hard drive or navigate to wherever you extracted the data from the Licensing and Downloads portal and run the ‘AlteryxDataInstall.exe’ to launch the Alteryx Data Installer.
1. Click Next when the Welcome Screen appears.
2. Read and Accept the license agreement then click Next.
3. Select the data sets you would like to install. If you want all of them just click the All button on the right. Otherwise, you can select individual Data Products by selecting the check box next to them. After you’ve made your selection, click Next.
4. Choose any previously installed Data Products that you would like to uninstall by selecting them similarly to the previous screen. You don't have to choose anything here if you want to keep everything, however, keep in mind that these data bundles can be very large and you may not have enough space to keep multiple vintages installed locally. After you’ve made your selection, click Next.
5. Leave ‘Install to a Local Directory’ selected and browse to the file path you would like to install the data to. The default path will be auto-populated but if you'd like to install it somewhere else just update the path. Make sure the hard drive you install the data to has enough space. For instance, the US Business Insights bundle takes up over 180GB and we recommend 500GB of space for Alteryx Designer – so you will want to have at least 700GB available.
Once you’ve selected the install path, hit Finish and let the Alteryx Data Installer run.
Feel free to kick back and relax now – as this will take some time. An install of the entire US Business Insights bundle may take well over 3 hours depending on your hard drive write speed.
6. When you get to the ‘Complete’ screen you’re done. Now you can load up Alteryx and start diving into Business and Location Insights!
If you’re unsure where to get started with actually using these Data Products, then be sure to check out Part 2 of my Data Products 101 series. Stayed tuned for more to come!
This question comes up frequently because some of the US Data and Spatial datasets are HUGE and we want to ensure there's enough hard drive space available. To help users better anticipate hard drive requirements, file sizes are included on the installation media in the Documentation folder of the update in a Excel worksheet. The .xlsx is titled Alteryx Qx 201x Variable List and includes file sizes for the United States and Canada in a worksheet labeled File sizes. File sizes reflect the installed file size.
If you have questions or comments about this table, send an email to email@example.com.
Symptoms This note is to alert users of Alteryx 8.6 to 10.5 of an error message that may appear if a user previously installed the combined US and Canada CASS dataset and then in subsequent data updates separately installs CASS for a single country.
Some clients reported receiving a message in the Alteryx Designer that “CASS is not installed properly or it has expired.” Once CASS is installed for both countries, supporting program files continue to look for the combined dataset even if CASS is uninstalled and a single country is reinstalled.
Diagnosis The instigating files are identified and a resolution is being explored, however, this error appears to be inherent to the source data itself.
Solution Action required: 1. Close open instances of Alteryx 2. Delete the CASS.ini file which in most cases resides on the user’s local drive (C:\ProgramData\Alteryx\DataProducts\DataSets\CASS\CASS.ini) 3. Locate the most recent CASS installs and re-run the installation executables 4. Relaunch Alteryx and verify the CASS tool is no longer reporting an error
This note is to alert users of Alteryx 8.6 to 10.1 of a potential message window that may appear after updating the US and Canadian CASS engine. Subsequent to completing the CASS installation and closing the installer, some clients have reported receiving a message window stating that the program may not have been installed correctly. This message can be disregarded and will not impact dataset functionality.
The source of the problem is being identified and a fix will be included in future Alteryx software releases.
Action Simply choose ‘Cancel’ to close the Program Compatibility Assistant window. Alteryx can then be opened and workflows can be run as normal.
Was the installation of CASS successful? Yes, CASS was installed fully and all scripts have finished running.
Will this message impact my installation or existing workflows? This message is entirely cosmetic; there are no impacts to the installation or workflows.
Once you've installed the Alteryx software, your license file and datasets, there is a quick and easy way to test that everything has been configured correctly. Step1 Attached to this article is an Alteryx module. Double click on that icon. It will open Alteryx and ask if you'd like to Import Module Package. Choose a location on your desktop using the Disk icon, then click Import at the bottom of the window. The Module Import Process window will open then you'll see Import Complete. When asked if you want to load the module, click Yes. The module will open.
Looking at the module you'll see a workflow of tool icons in the center. To the left of the icons is a description of the tool, and to the right shows which data needs to be installed. Step 2 In the icon tray towards the top of the screen you'll see a Run button -- a green arrow pointing to the right. It is to the right of the zoon icons. Click on the Run button and the module will process. While running, that button will change to a red stop sign. You'll see small white boxes and % numbers appear on each tool. When the module is complete you'll see a Finished box which shows the processing time. Click OK. Look in the Output window in the lower left of the screen. If any of the lines are red that means there is an error. You'll also see a red box around any of the tools that have data or licensing issues. The box to the right of each icon will detail what is missing. Follow the steps to resolve the issue, then re-run the module. Also, look at each of the icons. If you see any small lock icons, you will need to install the Alteryx license. Step 3 Click on the Allocate Append tool (second from the last ). Look in the Properties window on the upper left of the screen. Use the drop down at the top to check each installed dataset. As you select them, look in the Pick Variable box and be sure there are no red check boxes...if so, you'll need to install that data license. Once you've confirmed that the module will run with no errors/red boxes, Alteryx is ready to go! If you have any questions or need installation assistance, send an email to firstname.lastname@example.org and one of our associates will contact you as soon as possible.