ALTERYX SERVER – 1 DAY EDUCATION

COURSE DESCRIPTION:

This course covers Alteryx Server architecture, installation, configuration including the scheduler and gallery components along with server administration options.

The student is provided with data sources and hands-on exercises to cover the course content.

AUDIENCE:

• Alteryx Server Administrators.
• Alteryx Server Users.

APPROACH:

Tell Me, I’ll Forget; Show Me, I’ll Remember;  Let Me Do It, I’ll Understand

BUSINESS NEEDS:

• Do you need to understand the Alteryx Server configuration?
• Do you need to install and configure your company’s Alteryx Server?
• Do you want to use the Alteryx Server Scheduler?
• Do you want to be able to setup and administer the Alteryx Server Gallery?
• Do you need to publish to your Alteryx Server Gallery?
• Do you need to administer your Alteryx Server?

COURSE CONTENT:

Server Architecture

This session will give you an overall understanding of the Alteryx Server components:

• Web Browser
• Gallery
• Controller
• Scheduler
• Persistence
• Worker
• Scaling

Server Installation and Configuration

Installation:

• Alteryx Server Installation
• Alteryx Server Licensing

Configuration:

• Alteryx Server Configuration
• Environment – Setup Type
• Environment – Global Workspace
• Controller – General Configuration
• Controller – Persistence
• Controller – Mapping
• Worker – General
• Worker – Run As
• Worker – Mapping
• Worker – Insights
• Gallery – General
• Gallery – Authentication
• Gallery – SMTP
• Gallery – Persistence
• Engine – General
• Finalize

Adding Worker Nodes

Configuration:

• Environment – Setup Type
• Environment – Workspace
• Controller – Remote
• Worker – General
• Worker – Run As
• Worker – Mapping
• Engine – General

Server installation exercise

Alteryx Scheduler

For this session, we look at scheduling a workflow from Designer:

• How to schedule from Designer
• Check the Schedule

Scheduler exercise

Alteryx Gallery

We look at your company’s Alteryx Gallery:

• Architecture
• What can be published to Gallery
• Gallery Viewing / Access Structure
• Permissions

Alteryx Gallery pages

What are each of the page tabs on the left of the UI:

• HOME
• DISTRICTS
• PRIVATE STUDIO
• INSIGHTS
• COLLECTIONS
• WORKFLOW RESULTS
• SCHEDULES

Scheduling Workflows

Scheduling in Alteryx Server:

• Scheduling a Workflow from Designer to the Gallery scheduler
• Versioning
• Workflow Results

Gallery exercise

Server Administration

Here we find out about all the Server Administration options:

• Logon as Administrator
• Administrator Options
• Subscriptions
• Users
• User Roles
• Workflows
• Districts
• Data Connections
• Workflow Credentials
• Jobs
• Media, Theme & Notifications
• Alteryx Gallery API

Server Administration exercise
Scheduling Issues