Alteryx Server Fundamentals Hands-On Training
Overview
Unlock the full potential of collaboration with this comprehensive 1-day Alteryx Server training. Learn how to deploy, manage, and securely share workflows across teams, while mastering user roles, scheduling, and data connections. Designed for system administrators and team leads, this course ensures smooth integration between Alteryx Designer and Server, empowering your organization with centralized, scalable analytics.
Key Highlights
• Hands-on, instructor-led training
• Learn server deployment and scheduling
• Manage user roles and permissions
• Connect Designer to Server
• Ensure secure, scalable sharing of workflows across teams
Who Should Join
System administrators, team leads, or anyone responsible for managing Alteryx Server within their organization.
Outcome
Equip participants with the skills to enable seamless team collaboration using Alteryx Server, applying best practices for workflow deployment, management, and secure sharing across teams.
Table of Content
1. Overview
• Introduction
• Objective
• Audience
• Prerequisite
2. Getting Started with Alteryx Server
• Sign-in & Homepage Interface
• My workspace page
• Insight page
• District page
• Collection page
• Workflow Results page
• Schedules page
• DCM Data Source & Credential page
3. User Management
• User Role
• Create User
• Deactivate User
• Assign User Role
• Set a Default User Role
• Create and Set Group Role
• Role Hierarchy – role, group role, default role
• Reset a User’s Password
• Enable User Registration
4. Workflow Management
• Uploading Workflow
• Running & Scheduling
• Running Analytics Apps
• Sharing Workflow
• Download & Edit Workflow
• Workflow Options & Settings
• Version Control
5. Jobs
• Job Page Overview
• Job Cancel
• Find Nearest Tool
• Trade Area Tool
• Spatial Match Tool
6. Subscription (Studio)
• Individual & Team Private Studio
• Create a New Subscription
• Add user to Subscription
• Remove User from Subscription
• Edit Subscription
• Delete Subscription
7. Data Connection
• Create a Data Connection
• Edit & Delete Data Connection
• Assign Users to Data Connection
• Using Data Connection in Alteryx Designer
8. DCM in Alteryx Server
• Adding Credential
• Adding Data Source
• Create & Edit Connection
• Share Connection with User & Group
• Remove & Revoke Access to Connection
• Synchronize DCM between Server & Designer