Upgrade Guide

Last modified: July 08, 2021

You can’t upgrade directly from version 11.7 or older to version 2021.1. If you are using Designer version 11.7 or previous and want to upgrade to 2021.1, you have to first upgrade to version 2020.4 or previous. Then you can upgrade to 2021.1.

Upgrading to a newer version of Alteryx? Use the following list to upgrade Designer.

Optional Test Drive

Download a trial and run a few existing workflows to test drive the upgrade. You can download the trial here.

The 14-day trial installs the non-admin version and removes 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 and 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

As of the 2021.1 release, you can no longer upgrade directly from version 11.7 or older to version 2021.1 or newer.

If you are on version 11.7 or older and want to upgrade to 2021.1 or newer, you must first upgrade to version 20.4 or older. Then you can upgrade to 2021.1 or newer.

  • Upgrading from 11.8 or newer? Skip ahead to the Perform the Upgrade section.
  • 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. Visit Install and Use Alteryx License Server for instructions.

Ensure you have the license key email from your Alteryx account representative that contains your sign-in credentials and valid license keys. Find out more about the new license keys at About Alteryx License Keys.

Perform Upgrade

Choose Your Activation Path

Depending on the number of users in your company and how software is distributed, you might 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 Admin Checklist

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

Plan Your Next Upgrade

Plan for quarterly upgrades by visiting the release notes page each quarter. Visit the Alteryx Community and review topics by product to stay informed.

Notify Your User Community

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

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