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We Will, We Will, Rock Your Server

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Play your best analytical music with Alteryx Server. Daniel and Joe show you how they orchestrate magic with Alteryx Server and how they tackle some of the pitfalls of striking the wrong notes in implementation. Both ACEs share use cases, including how to deploy virtual machines using Alteryx apps and integrate Alteryx Server with external APIs such as Slack. They also show how to combnie Alteryx Server + Tableau Server into a single portal. The session dives into the platform and takes you on a journey, all the way from building an initial workflow to getting production ready. These tips will have you feeling like you just learned to play a new instrument and mastered it in one day.


Joe Lipski - Associate Director, Javelin Group
Daniel Brun-Elgaard - Partner, Inviso

Published in: Data & Analytics
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We Will, We Will, Rock Your Server

  1. 1. #ALTERYX19 PRESENTED BY WE WILL, WE WILL, ROCK YOUR SERVER: TUNE YOUR ALTERYX SERVER STRINGS Joe Lipski Joe.Lipski@javelingroup.com Daniel Brun-Elgaard daniel@inviso.dk
  2. 2. #ALTERYX19 COMPLETE SESSION SURVEYS ATTENTION 2 You were handed a survey as you entered the room. It should take less than 2 minutes to complete Please return your completed surveys B E F O R E Y O U L E A V E the room Surveys are anonymous, and we rely on your opinion for improvement
  3. 3. #ALTERYX19 3 TODAY’S AGENDA 1. Introductions to Joe & Daniel 2. What & Why: Server? A powerful tool to add to your band. 3. 3 demo use cases Scheduling/apps, deploying & Server API 4. Common Server issues And how to fix them 5. Server Tips & Tricks 9 ACE Server Tips
  4. 4. #ALTERYX19 4 Never been the creative kind of guy until I met Alteryx! DANIEL BRUN-ELGAARD When I use Alteryx, I feel like an artist! ALTERYX USER SINCE 2015
  5. 5. #ALTERYX19 5 With Alteryx & imagination I can do anything with data. JOE LIPSKI When I use Alteryx, I feel like my brain has quadrupled in size! ALTERYX USER SINCE 2011
  6. 6. #ALTERYX19 6 ALTERYX SERVER WHAT IT IS AND WHY YOU NEED IT.
  7. 7. #ALTERYX19 SELF-SERVICE ANALYTICS FOR EVERYONE 7
  8. 8. #ALTERYX19 A SECURE AND SCALABLE PLATFORM 8 Alteryx Designer Information Consumers Alteryx Server • Automated scheduling & data refresh • APIs, SDK, web services • Administration & monitoring • Web interface for sharing apps • Built in security, data access and version control • Scalable architecture
  9. 9. #ALTERYX19 KEY FEATURES 9 Scheduler Simple, easy and secure method to create, deploy, and manage scheduled jobs Scaling Processes Enable users to run multiple processes simultaneously Production Ready Seamlessly move from analytic design-time to analytic runtime Create, publish, and modify applications from a single tool Every application deployed on the Gallery/Server immediately exposes an API. Runtime container to package and deploy repeatable processes & tools Applications APIs Macros Administration & Monitoring Data Management Usage reporting, auditing and standardized logging Improves the experience of multiple teams collaborating and managing their enterprise grade analytics Workload Scaling API & App Sharing Analytic Governance Data Access Controls, Transparency and management Collaboration
  10. 10. #ALTERYX19 10 ALTERYX SERVER USE CASES
  11. 11. #ALTERYX19 DEMO SERVER USE CASES 11 SCHEDULING & ANALYTIC APPS DEPLOYING VIRTUAL MACHINES How Inviso deploys virtual machines? ALTERYX of course! ALTERYX SERVER APIS Integrating Alteryx Server in everyday life. Slack a workflow! Make AYX part of your intranet Combine Alteryx & Tableau server into a single interface 1 2 3 Automation is the future. Now. Sharing is caring Enable ANYONE to run powerful analytics workflows without the need for Alteryx designer
  12. 12. #ALTERYX19 SCHEDULING & ANALYTIC APPS 12 Scheduler Simple, easy and secure method to create, deploy, and manage scheduled jobs Create, publish, and modify applications from a single tool Applications
  13. 13. #ALTERYX19 IMPORTANT DRIVERS TO UNDERSTAND 13 Flexible Available to everyone Adding a new program should be easy! And again available to the whole business Easy to integrate into daily systems Framework for integrating should be easy to understand And guess what? Available to everyone Easy to add new programs Should not be an IT task Consultants at all levels use course machines
  14. 14. #ALTERYX19 INVISO COURSE MACHINES 14 Inviso Consultant Course participant
  15. 15. #ALTERYX19 SLACK A ALTERYX WORKFLOW 15 I do not have Alteryx installed – what do I do? I will fix that for you! PROBLEM SOLUTION
  16. 16. #ALTERYX19 INTEGRATE TABLEAU SERVER INTO ONE PORTAL 16 - Alteryx integrates in existing services - One portal rather than multiple applications & URLs - Much more user friendly with a single portal - Simple HTML & javascript integration to build a custom Alteryx & Tableau Portal
  17. 17. #ALTERYX19 17 BEST PRACTICE SERVER TIPS & TRICKS FROM COMMON MISTUNES WE’VE HEARD…
  18. 18. #ALTERYX19 SERVER TIPS & TRICKS 18 Schedule daily back-up of Alteryx MongoDB Output logs – create a dashboard Problems sharing your workflows Service Account / RunAs User Alteryx Designer phone home data Document your workflows Issues connecting to network drives How do I connect to databases correctly? Get rid of warnings, conversion errors, and errors 21 3 54 6 87 9
  19. 19. #ALTERYX19 1. DAILY AUTOMATED BACKUPS IT’S THIS EASY: 19 • Schedule regular backups (probably daily!) • Keep historic backups for set period • Store away from Alteryx Server • Validate Backup files via recovery drills every so often ESSENTIAL LINKS: • Alteryx Server Backup & Recovery Part 1: Best Practices • Alteryx Server Backup & Recovery Part 2: Procedures
  20. 20. #ALTERYX19 2. THE CORRECT SERVICE / RUN AS ACCOUNT THERE’S AN ORDER OF PERMISSIONS 20 • Credentials for Gallery Workflows are an override system based on priority. If nothing else is set, The Gallery will run all workflows as the service account. If Run As credentials are set then the Gallery defaults to the Run As credentials, and so on. KEY RESOURCE: • How Workflow Credentials Work on a Private Gallery
  21. 21. #ALTERYX19 3. ISSUES CONNECTING TO NETWORK DRIVES ALWAYS USE FULL UNC PATH 21 10.0.0.0.0 AB0 You can easily access this location: • Options -> Advanced Options -> Workflow Dependencies You also need to ensure that your Run As or Service Account also has access to the network drives that your workflow is reading from or writing too • The server will execute under the Run As or Service Account, NOT the person who published/scheduled the workflow
  22. 22. #ALTERYX19 4. CREATE A DASHBOARD FROM OUTPUT LOGS A TREASURE TROVE OF DATA IN LOG FILES 22 • This data can be used to create and find valuable insight to improve the stability and performance of your Server • Key Logs: • Service • Gallery • Engine • UI Logs KEY RESOURCE: A deeper dive into server logs
  23. 23. #ALTERYX19 5. UNDERSTAND DESIGNER USAGE WITH ALTERYX PHONE HOME DATA 23 • If you set it up correctly, you can track everything that your users are doing in Alteryx Designer • This can be extremely useful for improving their skills with training and support and making sure licenses are being used effectively! • And it’s extremely simple to do, you just need to add the code on the right to the users RuntimeSettings.xml file • You can even get IT to push this out via a silent installer! KEY RESOURCE: Save designer usage data
  24. 24. #ALTERYX19 6. CORRECTLY CONNECTING TO DATABASES DEFINE DB CONNECTIONS IN THE GALLERY OR AS SYSTEM CONNECTIONS 24
  25. 25. #ALTERYX19 7. PROBLEMS SHARING WORKFLOWS GROUP DEPARTMENTS IN THE SAME STUDIO 25 Private studio (Group) App Collection 1 Collection 2 App • Schedules (2018.4) • Connections • Credentials
  26. 26. #ALTERYX19 8. DOCUMENT YOUR WORKFLOWS 26 UTILIZE YOUR COMPANY COLORS KEY RESOURCE: CUSTOM COLORS Daniel to add hyperlink
  27. 27. #ALTERYX19 9. ERADICATE WARNINGS & ERROR MESSAGES 27 ON PRODUCTION SERVER WORKFLOWS
  28. 28. #ALTERYX19 28 24. BEST PRACTICES BIT.LY/24BESTPRACTICES (case sensitive)
  29. 29. #ALTERYX19 29 ALTERYX SERVER IS ACE, ACE, BABY TOP FIVE HITS Alteryx Server is a powerful tool with endless use cases It’s easier than you think to integrate into existing applications There are some hurdles, but these can be easily overcome And knowing our tips & tricks should help Please leave feedback & come and find us to discuss further 1 2 4 5 3
  30. 30. #ALTERYX19 WHERE YOU CAN FIND US THIS WEEK OTHER THAN THE BAR… 30 Community Hub, ACE Home base – 11am-12:30pm
  31. 31. #ALTERYX19 BEFORE YOU LEAVE ATTENTION 31 B E F O R E Y O U L E A V E … Please take a moment to complete your evaluation survey. Hand it to the room monitors on your way out.
  32. 32. #ALTERYX19 THANK YOU Joe.Lipski@javelingroup.com 32 JOE LIPSKI daniel@insviso.dk DANIEL BRUN-ELGAARD

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