Alteryx Docs last checked: 2020/01/13

Alteryx Server Documentation

Contents

  • 8 vCPU's (4 Cores)
  • 16GB RAM
  • Windows Server 2019

Server Settings

There is a native Windows app called 'Alteryx System Settings' that allows you to configure the Alteryx server to your requirements. Below we have documented the configs we have chosen, if the category or sub-heading is not shown here it should be left on the default settings.

Below each heading is a category in the 'Alteryx System Settings' and each sub-heading is a tab in that category.

Worker

General
  • Changed the total workflows allowed to run simultaneously to 2 (4 cores / 2)
    • The rule of thumb is to divide the number of cores you have by 2, so change the above to the amount of cores you have.
Authentication
  • Set default Gallery Administrator to appropriate person that will manage the server settings and usage.

Admin Page

To get to the admin page, hover over your user icon in the top right and select the admin tab. (You will only have the admin tab if you are an admin.)

Subscriptions
  • Each user gets their own Studio by default
  • You can create custom subscriptions with a set amount of people that can join.
Users
  • Manage the users and what rights they have on the server
Collections

You can add workflows to collections and only people that belong to the collection can see the workflows.

Districts

You can create groups and add people to those groups so they can only view the group's workflows they belong to.

Data Connections

Create database connection profiles.

Credentials

Save credentials to certain platforms here.

Workflow Page

  • There is version control for workflows.
    • If you click on 'Version X' you get a list of all the versions.
      • You can set which version to make public.
      • You can run any version there or download a version.
  • You can run or download the workflow from here.
  • You can set where you want to share the workflow or send it to someone.
  • You can give workflows tags here.
  • View the workflow run logs.
  • Schedule jobs (Check how-to for more info)

How-to Topics

Give a user the ability to schedule jobs

You need to be an admin so you can access the admin page. Steps: 1. On the admin page got to the 'Users' tab. 2. Find the user that you want to give schedule rights and click on the 'profile' button next to their name. 3. At the 'actions' section look for 'Schedule Jobs' header and make sure the 'Yes' keyword is blue.

Give Schedule Rights Note: Make sure that the radio box in the 'Jobs' tab(Admin page) is set to 'Yes'

Schedule a workflow job

To schedule a job you need schedule rights from an admin. Steps: 1. Find the workflow in one of the tabs and click on it. 2. On the workflow page, there is a 'schedule' button (Will be blue if you have permission to schedule workflows). Click on it and set up the job schedule to your liking.

Schedule Workflow