Upgrade Guide

Upgrading to a newer version of Alteryx? Use the following checklist to upgrade Alteryx Designer:

10 Steps to Upgrade

Optional: Test Drive

Test drive the upgrade by downloading the trial and running a few existing workflows. Download the trial here.

The 14-day trial installs the non-admin version and will remove a previously installed non-admin version. You can download the trial on a separate machine or install the 14-day trial alongside an already installed admin version. Visit the Alteryx Community for more Instructions. Visit the Alteryx Online Help to find out more about admin vs non-admin versions.

Review release notes

Review Alteryx release notes for each product in our release notes documentation center.

Review system requirements

Review system requirements and technical specifications to ensure your environment is ready for the upgrade.

Get to know your secure licensing portal

Watch a video tour of the new licensing portal.

Review your license keys and gather credentials

Upgrading from 11.8 or newer? Skip ahead to Perform the Upgrade.
Upgrading from 11.7 or prior? Review your product license keys and then Contact Fulfillment if you have any questions.
Don't want to hand out license keys? Consider installing and using your own local Alteryx License Server in lieu of providing license keys to users. See: Install and Use Alteryx License Server.

Ensure you have the license key email from your Alteryx account representative that contains your sign in credentials and valid license keys. To find out more about this and view an example of this email message, visit How to License Alteryx. Find out more about the new license keys: About Alteryx License Keys.

Perform the upgrade

Choose your activation path

Depending on the number of users in your company and how software is distributed you may want to follow the standard online activation path, the offline activation path, or the command line activation path. Visit Activate Alteryx Overview for an overview of all activation paths.

Review the admin checklist

License administrators can administer machines and users in the Alteryx Downloads and Licenses portal. Users can view information about their machine. See: License Administrator Checklist.

Plan for your next upgrade

Plan for quarterly upgrades by visiting the release notes page each quarter. Stay informed by visiting the Alteryx community and reviewing topics by product.

Notify your user community

Send a message to your Alteryx Community user community and let them know about the upgrade. Use the release notes to let them about new features and capabilities. Point them to the Alteryx community for training and getting started.