Version-to-Version Server Upgrade Guide: Supported Versions
Importante
Please see the Server Upgrade Checklist to help plan and execute a successful Server upgrade, including the Pre-Upgrade Checks workflow to identify issues that cause upgrades to fail.
How Does This Document Help?
This document highlights tasks and changes you need to be aware of when upgrading through versions of Alteryx Server. Issues are cumulative, so read through each section as you upgrade through multiple versions. This doesn't replace Release Notes (see links in each section).
Release Schedule
Semi-annual releases add features but can also change Server management requiring you or your users to change behavior.
Maintenance releases/patches within each quarter address issues found in the initial release. For example, the first maintenance release for 2022.3 would be 2022.3.2.
Legend
PIT-STOP | Significant change that requires upgrading to this version before upgrading to a later version. |
MongoDB Upgrade | The Mongo database version is upgraded. An Alteryx Server upgrade can only include ONE MongoDB version upgrade between your current version and target upgrade version. |
CRITICAL | Critical Issue: Admins must address or be aware of when moving to or past this version. |
Criteria for Entries in This List
This list condenses each version's Release Notes to highlight where:
Admin or Users are required to perform an action.
Item is important in choosing an upgrade version (that is, changed behavior or defect).
A significant change was made in Server administration.
Quick Links
2022.1
Version | Actions to take when upgrading to—or past—this version. |
|---|---|
2022.1 CRITICAL | Server Requirements Change: Recommended Logical Core and Memory requirements have changed Impact: AMP is enabled by default in 2022.1 and memory and logical core requirements have changed to support this. Additionally, AMP can now run Simultaneous Workflows (1 per 8 logical cores). Note the change from "physical" to "logical cores" in the table below.  Task: Unless AMP is disabled, review that Worker nodes meet the new guidelines. See also: AMP Engine Best Practices. To disable AMP on the server, see "What if I want to preserve my current engine system settings?" in AMP Engine Best Practices. Best practice when using AMP: Allow the Server to manage simultaneous workflows and memory, check:
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2022.1 CRITICAL | Settings Change: AMP Engine and "Allow Server to manage workflows running simultaneously" default ON [TCPE-309] Impact: This will reset your existing Workflows Allowed to Run Simultaneously setting based on the new AMP recommendations above. If you choose to disable AMP, you will need to restore your Simultaneous workflows setting to ensure performance is not impacted (the calculation for non-AMP Simultaneous workflows is physical_cores / 2). Task: See the "AMP Engine Enabled by Default" section of release notes for more details. To disable AMP: Alteryx System Settings > Engine > General > Engine > Original Engine Only |
2022.1 CRITICAL | API Change: OAuth1 API deprecated Impact: APIs now use OAuth2 exclusively. Select the question mark in the upper-right of the Server UI page for API documentation. See the 2021.4 section that introduces OAuth2 for critical links and directions.   OAuth1 Authentication in scripts must be updated to OAuth2. Consider upgrading to 2021.4 first, where both authentication types are available, so scripts can be transitioned with no downtime. |
2022.1 Patch 5 | Administrative Change: Option to allow users to run workflows using Shared Server Database Connections Impact: Allow Access to Workflows Without Shared Credentials option added to allow a workflow using a Shared Server Database Connection to be run by anyone the workflow has been shared via a Collection. The other users do not require the Gallery Connection to be explicitly shared with them. Task: Go to Server UI > Admin > Settings > Assets, and check Allow Access to Workflows Without Shared Credentials. |
2022.1 PIT-STOP for Built-in auth | Built-in Authentication Changes: Built-in Authentication Password Encryption has changed [TGAL-6431] Impact: Built-in Authentication Password Encryption has changed. If you use Built-in authentication you will need to upgrade to this version before upgrading to later versions and follows steps below. Additional options have been added to customize Login Attempts. Task: Ask users to access the Server UI and reset their password when prompted (they can re-enter their same password). Upgrade users to Designer 2022.1 if they need to connect Designer to Server. Users who don't perform the steps above will receive the error "Email or Password were incorrect. Please try again." in Designer when connecting to the Server. Failure to do this and moving to a later version will require using the Reset Password option for each user. |
2022.1 CRITICAL | R Upgrade: Embedded R upgrades from 4.0.5 to 4.1.3 Task: Reinstall external R libraries and direct users to retest R in workflows. For more information, go to How To Use the R Tool with Packages Compatible with R Version 4.1.3. |
2022.1 | Designer deployment to VDI: Virtual Desktop Infrastructure (VDI) Support added for Designer deployment Impact: Designer can be deployed to persistent and non-persistent VDIs, see virtual desktop infrastructure support. |
2022.1 | Download Tool SSL security increased: SSL vulnerabilities addressed [JIRA PSEC-8] Impact: SSL vulnerabilities regarding handshake renegotiation (CVE-2009-3555) were addressed. However, this is leading some customers' Download Tool to stop working with error "Error transferring data: SSL connect error". Task: Contact the site you are accessing and ask them to upgrade their servers to support RFC 5746. If this is not possible, contact Customer Support and refer to Jira card PSEC-8 for additional workarounds. 2022.3 provides Peer Validation Allow List configuration option. |
2022.1.42590 Patch 3 | Defect TGAL-6990: Upgrade fails with Gallery Data Connections containing a blank password (corrected 21.4.2_Patch6, 22.1.1_Patch4) Impact: Upgrade fails when Gallery Data Connections containing a blank password exist, see Community article and [TGAL-6990] Task:
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2022.2-FIPS
Version | Actions to take when upgrading to—or past—this version. |
|---|---|
2022.2-FIPS | This is a FIPS-only release designed for new customers who work within FIPS environments. FIPS stands for Federal Information Processing Standards. The general-release Server and Designer products will skip a quarterly release and the next version will be 2022.3. Alteryx will continue to release maintenance updates to previous versions while awaiting the 2022.3 quarterly version. If upgrading from an earlier version, skip this version and upgrade to 2022.3+. |
2022.3
What's New / Release Notes / Server Community Blog / Overview Community Blog
Version | Actions to take when upgrading to—or past—this version. |
|---|---|
2022.3 CRITICAL | Upgrade Requirement for 2022.1 Defect TCPE-1100: If Upgrading from 2022.1 to this or later version, a patch is required. Impact: If currently on 22.1, you must be on 22.1.1.9.42691_Patch_9 or higher before upgrading to or through 22.3 to avoid the defect TCPE-1100. This defect affects the workflow revision numbers, setting them all to "1". Task: Apply the latest 22.1 patch before proceeding with the upgrade if you are not already on Patch_9 or later. |
2022.3 CRITICAL | MongoDB Re-encryption: Database collections must be re-encrypted with AES256 and SHA256 hashing standard prior to upgrade Impact: The Crypto Migration Prep Tool should be run prior to upgrade to 2022.3+ to re-encrypt workflows in the background while the Server continues to function. After running the Prep Tool, the first time the Service starts after upgrading a few more collections, as well as the RuntimeSettings.xml, will also be CryptoMigrated. Task: Your Server should be on 2021.2 or later before starting this process. If you are on a prior version, upgrade to a version between 2021.2 and 2022.1 prior to attempting to upgrade to 2022.3+. Run the Crypto Migration Prep Tool prior to upgrading Server and review the Migrator log for error lines containing Following upgrade, you can delete the old, unencrypted collections. Contact Support for information on cleaning up the temporary files created and reducing the size of the Mongo database (CSEs see here). If you need to rollback the upgrade, you will need to restore the backup of the RuntimeSettings.xml made during upgrade, C:\ProgramData\Alteryx\. |
2022.3 CRITICAL | Designer Version Requirement: Designer 2022.3 required Impact: The encryption methods used by 2022.3 Server require Designer 2022.3. Task: Users must upgrade Designer to save workflows to the Server. |
2022.3 CRITICAL | Configuration Change: SAML ACS endpoint must be all lowercase Impact: The ACS endpoint is now lowercase (/saml2/acs) but was mixed-case (/Saml2/Acs). This prevents Service start. [TCPE-940 is asking that both old and new casing be accepted without error]. Task: Change the ACS endpoint in the IDP to all lowercase. |
2022.3 Patch 2 | Administrative Change: Option to allow users to run workflows using Shared Server Database Connections Impact: Allow Access to Workflows Without Shared Credentials option added to allow a workflow using a Shared Server Database Connection to be run by anyone the workflow has been shared via a Collection. The other users do not require the Gallery Connection to be explicitly shared with them. Task: Go to Server UI > Admin > Settings > Assets. Then select the Allow Access to Workflows Without Shared Credentials checkbox. |
2022.3 | Administration Change: Load Balancer Impact: Alteryx System Settings > Server UI > Canonical Address options have been added to ensure email messages from the Server will use the URL your users use to access the Server UI. Task: If you use a Load Balancer, set these values to the URL your users typically use to access the Server UI or API. |
2022.3 | Server Usage Report has been deprecated Impact: The Server Usage Report is no longer supported by Alteryx. Previous versions might continue to function. |
2022.3 | Password Management: HashiCorp and CyberArk password vault support added |
2022.3 | Download Tool access to less secure handshake renegotiation: Settings file allows site-specific control Impact: Use the Peer Validation Allow List if receiving "SSL connect error" from Download Tool. Download Tool updated to OpenSSL 3.0.7. |
2022.3 | Internal Change: Controller Token length Impact: Server 2021.4 introduced a longer, more secure Controller Token, however, upgrades from 2021.3 retained their shorter Token. If the Token was not Regenerated to the longer length at some point it will be automatically regenerated in the 2022.3 upgrade. This will occur on all nodes in the same manner so they will create the same longer token and be able to communicate with the Controller following upgrade. Task: Use the new Controller Token to add new nodes to your Server architecture in the future. |
2022.3 | Defect TGAL-7199: All versions of workflow labeled "1" (corrected 2022.3.1_Patch2) Impact: When viewing the list of versions of a workflow, all versions display "1" instead of a sequential version number. This is a UI issue and the correct version is being used to run Jobs. |
2023.1
Version | Actions to take when upgrading to—or past—this version. |
|---|---|
2023.1 CRITICAL | Minimum Designer Version Impact: Designer 2022.3 Patch 3 or later is required to connect with Server. See Server 2023.1 Release Notes. |
2023.1 | Administrative Change: Option to allow users to run workflows using Shared Server Database Connections Impact: Allow Access to Workflows Without Shared Credentials option added to allow a workflow using a Shared Server Database Connection to be run by anyone the workflow has been shared via a Collection. The other users do not require the Gallery Connection to be explicitly shared with them. Task: Server UI > Admin > Settings > Assets > select the Allow Access to Workflows Without Shared Credentials checkbox. |
2023.1 | Password Management: AWS Secrets Manager password vault support added Impact: AWS Secrets Manager |
2023.1 | API Additions: For Active Directory (AD) Authentication Servers, an AD Group can be added to a Custom Group Impact: Endpoints added:
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2023.1 | Administrative Change: Azure Active Directory Group Support with SAML Authentication Impact: Admins can now sync users and group access to Server using Azure Active Directory (Azure AD) and the SCIM protocol. |
2023.1 | DCM Feature: Option to disable DCM synchronization between Designer and Server Impact: This feature is useful on a Prod Server to ensure users don't inadvertently synchronize and use a Prod credential in their local Designer. Task: Alteryx System Settings > DCM > select the Block DCM Connections Synchronization between Server and Designer checkbox. For more information, go to DCM - Server. |
2023.1 | Administrative Change: Workers can connect to User-Managed MongoDB with unique credentials. Impact: This allows for auditing per Worker. |
2023.1 | Database Connections: End of life for 32-Bit Database Connections Impact: End support 32-bit database connections FAQ. 32-bit connections will no longer function. |
2023.1 R Installer CRITICAL | R Upgrade: Embedded R version upgrades from 4.1.3 to 4.2.3 in RInstaller_2023.1.1.200.exe+ Impact: R version will be 4.1.3 or 4.2.3 as follows:
Task:
How To Use the R Tool with Packages Compatible with R Version 4.2.3 |
2023.1 | Analytic App Defects (corrected 2023.1_Patch_2) Impact:
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2023.1 CRITICAL | Connect Product: Connect is not compatible with the initial 2023.1 release Impact: Release notes will indicate which patch is compatible with 2022.3. |
2023.2
Version | Actions to take when upgrading to—or past—this version. |
|---|---|
2023.2 MongoDB 6.0.5 | MongoDB Upgrade: Embedded MongoDB upgrades from version 4.2.15 to 6.0.5 Impact: Embedded MongoDB upgrades to 6.0.5 Task: If using embedded MongoDB, upgrading to this version or later will upgrade MongoDB to version 6.0.5. Note free drive space requirements of 1x-2x your current MongoDB size. |
2023.2 CRITICAL | MongoDB Upgrade Dialog: The dialog to initiate the embedded MongoDB upgrade is minimized Impact: When upgrading to 2023.2, after selecting Finish on the upgrade the Embedded MongoDB migration dialog opens but is immediately minimized, giving the impression that upgrade is complete [TGAL-9041]. For more information, go to Error in Service logs when upgrading to Server version 23.2: Invalid feature compatibility version value, expected '5.0' or '5.3' or '6.0'. Task: Ensure that you make this dialog visible and click to initiate the MongoDB upgrade. The Service will not start until the MongoDB is upgraded. |
2023.2 | MongoDB Change: __ServiceDataBlob field removed from AlteryxGallery Collections Impact: The __ServiceDataBlob field has been removed from AlteryxGallery collections; fields now appear as standard MongoDB fields. Task: If you have admin workflows that used the ServiceDataParser macro to unpack data from this blob, they will need to be refactored. |
2023.2 | DCM Administration Change: DCM Connections can now be shared for collaboration Impact: When sharing a DCM Connection in Server UI, the option "Share for Collaboration" allows the DCM Connection to be used by other users in their Designer. For more information, go to Data Connection Manager: Server UI > Share in Designer. Task: This change allows for easier collaboration of shared workflows and creation of new workflows using a colleague's DCM Connection. |
2023.2 | Python Upgrade: Embedded Python upgrades from 3.8.5 to 3.8.16 Impact: Users should retest Python in workflows. Engine still uses Python Version 3 so there should be little impact on scripts. Task: For more information, go to Alteryx Embedded Python. |
2024.1
Version | Actions to take when upgrading to—or past—this version. |
|---|---|
2024.1 | Administrative Feature: Ability to Transfer Asset Ownership via UI and API Admins can transfer ownership of workflows and schedules between users via Server UI or using Server API V3 endpoints. Impact:
Nota
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2024.1 | New Feature: New Database Option Added (SQL DB) User-Managed SQL Server database can be used instead of MongoDB. Currently, the only officially supported version of SQL is MSSQL Server 2019 and 2022. Impact: |
2024.1 CRITICAL | Python Upgrade: Embedded Python upgrades from 3.8.16 to 3.10.13 Impact: The following error message appears if an incompatible version of a Connector is used in Designer: " Version 3.8 was not found in our alteryx distribution. Please select another version. Internal Error - Deadlock detected." Task:
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2024.1 CRITICAL | MongoDB Datetime Field Change (Service Timestamps Moved to UTC Format in Server Databases) Impact: We moved all datetime fields to UTC to improve handling of time zone and daylight savings time changes. For more information, go to Server 2024.1 Release Notes.
Task: Review how datetime fields are handled in applications that access MongoDB or the API. They might need to be adjusted to expect the datetime in UTC. |
2024.1 | DCM Dev/Prod Server Management: Prod Server can redirect Dev DCM to Prod Connections Impact: DCM Connections and DCM Connection Handling added to Admin menu. For more information, visit the following help pages: Task: Add DCM redirections to Prod Server to allow workflows migrated from Dev to access Prod data sources with no changes in the workflow. |
2024.1 | DCM Administration: User Permission Granularity Impact: New DCM permissions added. For more information, go to the User Roles and Permissions help page. |
2024.1 | DCM Administration: DCM Generic External Vault added Impact: You can configure a generic vault that can retrieve secrets from any vault with a programmatic interface using basic authentication. |
2024.1 | Administration Change: DCM Concurrent Sharing Impact: You can share the same DCM Connection for Collaboration and, separately, for Execution. Previously you could only choose 1 sharing option. For more information, go to Data Connection Manager: Server UI. |
2024.1 | Insights End of Life Impact: Insights no longer available in Alteryx Server. Go to our FAQ page for more information. |