Load Metadata from an Alteryx Server Gallery

Version:
Current
Last modified: November 18, 2020

Use the Alteryx Loader to upload Gallery workflows and Alteryx Insights metadata to Alteryx Connect.

Review Loader Requirements

  • The Alteryx Connect Loaders must be installed on the machine where Alteryx Server is installed. To install the loaders:

    1. Download the loaders installer. For compatibility, the Loaders installer version must match the Alteryx Connect version.
    2. Run the installer as an administrator.
  • Alteryx Predictive Tools with R must be installed. See Predictive Analytics.
  • An Alteryx Server Gallery must be accessible by the workflow. For more information, see the Alteryx Server Help for Administrators.
  • Enable the Admin API and obtain the Admin API Key and Secret:
    1. Log in to the Gallery as a Curator.
    2. Go to Settings and select the Keys tab.
    3. Enable the Admin API.
    4. Copy the Key and Secret.
  • Workflows/Macros/Apps should be published to the Gallery.

For lineage requirements, see Maintain Data Lineage.

Open the Loader

  1. Open Alteryx Designer.
  2. Select Help > Sample Workflows > Alteryx Connect Metadata Loaders > Alteryx Loader Alteryx Loader.

Run the App

  1. Select Run as Analytic App Run as analytic app button.
  2. In the Alteryx Gallery tab:
  • Type the Gallery API URL
  • http://<machinename>/gallery/api/admin/v1
  • Enter the Gallery API Key and Secret.
  • In Search, optionally type any search text to limit results. 

Load Database Objects

To quickly get an overview about used database data sources, especially in case of new Connect deployment, use the Load Database Objects option when loading the objects from the AYX Gallery.

  • When you use the AYX Gallery loader, the workflow objects are created in Connect.
  • If you enable the Load Database Objects option, the loader will try to also create the database objects.
  • Their creation is based on the information stored in the workflow input tools. The input tool has to provide full information about the object (servername, catalog name, schema, and table; columns are not supported).
  • These objects will be visible after loading in Data Sources > Databases. The lineage will be established as well and visible in the given workflow in the Data Connections section, column Input. By selecting an input, you will be redirected to the selected data source.

To enable creating database objects in Connect during loading workflows from the Alteryx Gallery, check the Create database objects in Connect box.

You can combine the Load Database Objects option with the proper database loader to enhance the content with other tables (not just the ones used in analytic workflows) and add information about columns and more.

Note that because it's not possible to distinguish the proper object type from the workflow itself, all base objects such as tables and views are created as tables.

Loading database objects might create many duplications with different names. Apply Alias Manager to fix the duplications and merge them under the same name.

Alteryx Server Gallery loader, the Alteryx Gallery tab showing various options.

3. In the Alteryx Connect tab, type the URL for your Alteryx Connect instance and your credentials. 
https://yourcompany.alteryxconnect.com

4. Before running the app, select Copy button and save the app configuration to the following directory:
C:\ProgramData\Alteryx\AlteryxConnect\Alteryx_Loader\
The .yxwv app values file is used for scheduling the loader to run in the Gallery. See Schedule Metadata Loaders.

5. Select Finish to run the app.

Depending on how much metadata is being imported, the app can take a long time to run.

  • If the run succeeds, "Success" appears in the App Results window.
  • If the run fails, a "There were Errors" message appears.

View the Metadata

  1. Go to the Alteryx Connect URL and log in.
  2. From the main menu, select Data Sources.
  3. Select a folder to view its contents.
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