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Machine Learning DCM Setup

This page guides you through a step-by-step process to set up the Data Connection Manager (DCM) for the Machine Learning Send and Machine Learning Predict tools in Designer and run them with Server. DCM is the unified secure vault to store Credentials, Data Sources, and Connections. To learn more about DCM, go to the DCM page for a full overview.

System Requirements

  • Alteryx Designer 21.3+

  • Alteryx Server 21.3+

  • Alteryx Machine Learning Designer Integration Tools

Download

To use the Machine Learning Send and Machine Learning Predict tools, download the Alteryx Machine Learning Designer Integration Tools. Go to the downloads page, then Alteryx Intelligence Suite > Alteryx Intelligence Suite (your Designer version) > Alteryx Machine Learning Designer Integration Tools. Note that the integration tools are separate from the tools included in Alteryx Intelligence Suite.

Install

Designer

  1. Download the Alteryx Machine Learning Designer Integration Tools YXI file as described in the Download section.

  2. In Designer, select File > Open Workflow > Browse.

  3. Find the Alteryx Machine Learning Designer Integration Tools YXI and then select Open. The tool installer displays.

  4. Follow the prompts to install the tools.

Server

Go to the Install Custom Tools article for details. The basic steps are:

  1. Remote desktop into Server.

  2. Run Designer as Administrator.

  3. Install the Alteryx Machine Learning Designer Integration Tools YXI on all Server nodes.

Data Connection Manager Configuration

Configure User Settings to Enable DCM

  1. Open Designer, then go to Options > User Settings > Edit User Settings.

  2. Select the DCM tab.

  3. Check the Override DCM Settings checkbox.

  4. Configure DCM Settings.

    1. Check the Enable DCM checkbox.

    2. From the DCM Mode dropdown, select DCM as Default.

    3. From the SDK Access Mode dropdown, select Allow or AllowAll.

      1. For Designer 2021.4, only select Allow.

  5. Select Save.

Configure Server System Settings (For Server Administrators Only)

  1. Open Designer, then go to Options > Advanced Options > System Settings.

  2. Select Next until you reach the DCM page.

  3. Configure the DCM settings.

    1. Check the Enable DCM for your Organization checkbox.

    2. From the DCM Mode dropdown, select DCM as Default.

    3. From the SDK (Gallery) Tools support dropdown, select Allow or AllowAll.

      1. For Designer 2021.4, only select Allow.

    4. Check the Allow Override by User checkbox.

  4. Select Next until you reach the Finalize Your Configuration page.

  5. Select Finish to close the window.

    1. Note that this will restart the service.

Connect to Alteryx Machine Learning

  1. First, you need to create an access token if you don’t already have one. Follow these steps to create one from the home page.

  2. Next, in the tool configuration panel, enter the URL that you use to access your account.

  3. Select Sign In.

  4. Add a new data source in the Connection Manager. The Connection Manager should appear after you enter the URL for the first time.

    1. To open the Connection Manager, go to File > Manage Connections.

  5. Select + Add Data Source.

  6. Enter a Data Source Name.

  7. Under Technology, select Trifacta Auth if not already selected.

  8. Select Save.

  9. Within your new data source page under Connections, select Access Token under Authentication Method.

  10. Check the Allow connection for SDK box.

  11. Under Credential, select your authorization credential.

  12. If you don’t have an authorization credential, select Create New Credential.

    1. Enter a Credential Name.

    2. Enter your Access Token from step 1.

  13. Select Create and Link.

  14. Select Link.

  15. When you've successfully connected to your account, the tool displays an "Authentication Verified" message.

  16. To change credentials, select Change Credentials.

Sync Your Credentials Between Designer and Server

  1. Go to File > Manage Connections to open Connection Manager.

  2. Select Synchronize.

  3. For the new Server connection:

    1. Select + Add Gallery.

    2. Enter the Server instance URL and then select Connect.

    3. Enter the Email and Password of your Server account and then select Sign In.

  4. Select the Server instance to sync with.

  5. Select Synchronize on the upper right.

  6. Select Done.

Set Up Your Gallery Connection

Now that you’ve synced your connection, you need to allow it in Gallery.

  1. In a browser, go to your company’s instance of Gallery (for example, http://mycompany.com/gallery).

  2. Go to Gallery > DCM Data Sources page.

  3. Select your data source.

  4. From the Connections section, select the 3-dot menu > Edit.

  5. Check the Allow connection for SDK checkbox.

  6. Select Save and Link.

Workflows that use the Machine Learning Send and Machine Learning Predict tools are now ready to run on with Server. To upload or download workflows, follow the Workflows article.