Configure Controller and Workers

You can configure Server with a basic setup, with all components running on the same machine, or as a multi-node instance with multiple machines.

After you install and license Server components, the System Settings window opens. Configure Server components in System Settings.

Single-Machine Configuration

1.  If the System Settings window doesn't open automatically, double-click the Alteryx System Settings desktop icon. The System Settings Status screen displays the system components that are enabled by default. 
2. Select Next to configure settings for each component.
   • Environment
   • Controller
   • Worker
   • Gallery
   • Engine
3. On the Finalize Your Configuration screen, select Finish. The Status screen displays the system components you enabled.
4. Select Done to close the System Settings window.

Multiple-Machine Configuration

After you install Server on a machine, you can scale it to accommodate for higher levels of usage by enabling certain components on additional machines. Increase engine processing capabilities by configuring an additional machine to act as a worker.

Configure a Controller

1. Install Server on the controller machine. 
2. Double-click the System Settings icon on the desktop of the worker machine.
3. On the Environment > Setup Screen select Custom > Enable Controller.
4. Select Next on the System Settings screens until you reach the Controller > General Configuration screen.
5. Select View to display the Controller Token. Copy the token and save it.
6. Find and save the controller machine name.

Configure a Worker Machine

1. Install Server on the worker machine.
2. Double-click the System Settings icon on the desktop of the worker machine.
3. On the Environment > Setup Screen select Custom > Enable Worker.
4. On the Controller > Remote screen, enter the controller machine name in the Host field and the Controller Token in the Token field. 
5. Select Test to verify the connection to the controller machine. 
6. Select Next to configure settings for remaining components.
   • Worker
   • Gallery (if enabled)
   • Engine
7. On the Finalize Your Configuration screen select Finish. The Status screen displays the system components you enabled. 
8. Select Done to close the System Settings window. 

The worker machine is now configured to execute workflow job requests from the controller machine.