SERVER INSTALLATION AND CONFIGURATION GUIDE

1 SERVER . INSTALLATION . AND. CONFIGURATION . GUIDE . 2020 Alteryx Date: December 2020. Version: Author: Brianne Hillmer EXPERIENCE ALTERYX: CONTENTS. CONTENTS ..2. ABOUT THIS 1. SYSTEM OVERVIEW ..6. System 2. INSTALL ..10. Download the SERVER INSTALLATION File ..10. Install SERVER ..10. 3. LICENSE ..11. Activate Online ..11. Activate Offline ..11. Activate using a License SERVER ..12. 4. CONFIGURE ..13. System Settings ..13. Controller ..14. Worker ..18. Engine ..24. Configure Controller and Workers ..26. Single-machine CONFIGURATION ..26. Multiple-Machine Configure Gallery Authentication ..27. Set Up Built-in Authentication ..28. Set Up Integrated Windows Authentication ..28. Set Up SAML Authentication ..29. Configure Configure Gallery SSL.

2 31. Configure Run As User Permissions ..32. Required Run As User Configure and Use SERVER Logs ..35. 5. ADMINISTER GALLERY ..38. Access the Gallery Admin Interface ..38. Gallery CONFIGURATION ..38. User Settings ..38. 2. Workflow Settings ..39. Gallery User and Group Management ..40. Add Gallery Users ..40. User Roles and Permissions ..44. Manage Groups ..45. Collections ..46. Allow Users to Create Manage a Collection's Users and Groups ..46. Change a Collection's Owner ..49. Create a New Subscription ..49. Add a User to a Subscription ..50. Remove a User from a Subscription ..50. Edit a Delete a Subscription ..51. Workflows ..51. Add a Workflow Options ..51. Create Workflow Tags ..52. Enable Users to Run Workflows.

3 53. Enable Workflows for Migration ..53. Jobs (Schedules) ..53. Enable Users to Schedule Workflows ..54. Enable Shared Schedules on Subscriptions ..54. Edit or Delete a Schedule ..54. Cancel a Job ..55. Migrate Schedules to the Gallery ..55. Credentials ..56. Select the Workflow Credentials Setting for Your Gallery ..56. Add a Credential ..57. Share Credentials ..57. Notifications ..58. Data Connections ..60. Add a Data Connection ..60. 3. Testing Data Connections ..62. Share a Data Connection ..63. Revoke Access to a Data Connection ..63. Edit or Delete a Data Connection ..63. Diagnostics ..64. Pages ..65. Theme ..66. Links ..66. Media ..67. Districts ..68. 6. GLOSSARY ..69. 4. About This GUIDE This GUIDE includes the essential INSTALLATION , CONFIGURATION , and administration steps for SERVER admins.

4 For the most up-to-date and comprehensive help content, including help for Gallery users, visit the online help documentation for SERVER at 5. 1. System Overview Alteryx SERVER includes these primary components. Designer Designer is a Windows software application that provides an intuitive drag-and-drop user interface for you to create repeatable workflow processes. You can drag tools from a toolbox onto a canvas, connect them, and edit their properties to create workflows, apps, and macros. You can use these workflows to blend and enrich data from a range of sources, perform advanced analytics, and quickly produce results to share with others. In a SERVER deployment, Designer users can publish their workflows, apps, and macros to the Gallery where other Gallery users can access, run, and download them.

5 A scheduler interface, which allows users to schedule workflows to be executed at a specific time or on a recurring interval, is also added to Designer as part of the SERVER deployment. Gallery Gallery is a cloud-hosted or self-hosted application for publishing, sharing, and executing workflows. In a SERVER deployment, users can publish Designer workflows, macros, and apps to a private Gallery hosted on your SERVER infrastructure. Once published, other Gallery users can run workflows and view the results. Alteryx also offers the Alteryx Analytics Gallery, where you can sign up and share workflows, apps, and macros publicly or with selected users. 6. Controller The controller manages the SERVER settings and delegates workflows to be executed to the workers.

6 The controller consists of the Alteryx service as its primary piece of code. The service allows you to deploy the engine, which processes workflows, across multiple servers, providing a scalable architecture for the scheduling, management, and execution of analytic workflows. The service uses a controller-worker architecture where 1 SERVER acts as the controller and manages the job queue, and others act as workers that run the jobs. If you deploy SERVER across multiple servers, you can only enable 1 machine as a Controller. The service relies on the persistence layer to store information critical to the functioning of the service. The service also sends content to the Gallery when requested. Worker Workers are responsible for executing workflows.

7 Once the controller delegates a job to a worker, the worker runs it and produces the output. There has to be at least 1 worker machine in a SERVER deployment. Workers contain an instance of the Alteryx engine. The engine supports direct connections to various data sources. The engine accesses the input data and then processes it in memory during workflow execution. When processing exceeds memory limitations, the engine leverages temporary files on disk and deletes them once the processing is complete. The engine can be self-contained in a Designer deployment, scaled across an organization via SERVER , or deployed in the cloud in the Gallery. The engine integrates with R. Both the suite of R-based tools and the macros used for predictive analysis leverage the R program.

8 Developers can write applications that call the engine directly using the application programming interface (API). The software development kit (SDK) allows developers to add programs to their Alteryx toolbox. Persistence Layer The persistence layer stores application data and ties all the components together. It is the management record for your SERVER . The service relies upon the persistence layer to store information critical to the functioning of the Service, such as application files, the job queue, and result data. There are 2 supported mechanisms for persistence: SQLite and MongoDB. For lightweight and local deployments, SQLite is adequate for most scheduling needs. For heavier usage, or if you are deploying the Gallery, you have to use MongoDB.

9 If you use MongoDB, you can use the embedded MongoDB or connect to your implementation of MongoDB. 7. System Requirements To install and run Alteryx, your system must meet these minimum system requirements. REQUIRED MINIMUMS. Machine 64-bit OS Microsoft Windows SERVER 2008 R2 or later Chip Quad-core (single chip). Processor or faster RAM 16GB. Disk Size 1TB. Other Requirements Administrator Rights: Admin access to the host SERVER 's operating system or physical access to the SERVER hardware is required to install SERVER . Active Directory Read Access: Read access to Active Directory, if you plan to use Integrated Windows Authentication. Go to Configure Gallery Authentication for more info on authentication options.

10 Access to the Alteryx Licensing System: Ensure the computer can contact the web domain used by the Alteryx licensing system. File Share Access: Read and write permissions to the file share. Predictive Tools Install: Install Predictive Tools to run workflows that use the Predictive Tools on SERVER . Base Address: The base address is the URL that users use to access the Gallery. The URL defaults to http://localhost/gallery/ which you can use to run the Gallery locally. SMTP SERVER : SMTP host information is required for Gallery email notifications. Alteryx Admin User: The Gallery administrator can manage users and workflows. You specify a Default Gallery Admin when configuring the Gallery authentication. Database Type: To configure a machine to run a Gallery instance you have to use MongoDB.