cookbook 'alteryx-server', '~> 0.13.10'
alteryx-server
(23) Versions
0.13.10
-
Follow3
Installs/Configures Alteryx server
cookbook 'alteryx-server', '~> 0.13.10', :supermarket
knife supermarket install alteryx-server
knife supermarket download alteryx-server
alteryx-server Cookbook
A Chef cookbook to install and configure Alteryx Server.
Requirements
-
windows
- alteryx-server only supports the Windows platform. -
chef-client >= 12.7.2
- alteryx-server only supports chef-client versions of 12.7.2 or above.
Scope
Resources are the intended way to consume this cookbook, however we've provided a couple of example recipes that install, configure, and license a standalone server.
Recipes
default
The default recipe downloads, installs, and configures Alteryx Server as well as Alteryx R Predictive Tools.
license
This recipe licenses Alteryx Server and starts AlteryxService.
Limitations
- No functionality exists to check if the desired license is already activated. Use the
node['alteryx']['license']['skip']
attribute or theskip
property in thealteryx_server_license
resource to skip activation. -
mongo_db_search_password_encrypted
andmongo_db_web_password_encrypted
cannot be set throughsecrets
property in thealteryx_server_runtimesettings
resource. To set these connections, one either has to configure them through the configuration GUI or put them in plain text inmongo_db_search_override
andmongo_db_web_override
, respectively.
Resources
alteryx_server_package
Actions: :install
, :uninstall
Install Alteryx Server.
Attributes
Name | Type | Default | Description |
---|---|---|---|
options | String | /s |
Optional: Flags to pass to the installer. /s will be added if not present. |
source | String | node['alteryx']['source'] = nil |
Optional: Local path or URL<br/>The installer will download from alteryx.com using version unless source is specified. |
timeout | String/Integer (sec) | node['alteryx']['installer_timeout'] = 3600 |
Optional: Timeout for the package installer in seconds. |
version | String | node['alteryx']['version'] = '11.7.4.37815' |
Required: Full version string (11.7.4.37815, for example) |
Examples:
# Install latest version of Alteryx Server alteryx_server_package 'Alteryx Server'
# Install specified version of Alteryx Server alteryx_server_package 'Alteryx Server' do source 'http://downloads.alteryx.com/Alteryx11.7.4.37815/AlteryxServerInstallx64_11.7.4.37815.exe' version '11.7.4.37815' end
# Uninstall Alteryx Server alteryx_server_package 'Alteryx Server' do action :uninstall end
alteryx_server_license
Actions: :activate
Activate an Alteryx Server license.
Important: Each node must have a unique e-mail address for the license key, otherwise the license seat will be moved to whichever node licensed the seat last.
Attributes
Name | Type | Default | Description |
---|---|---|---|
String | node['alteryx']['license']['email'] = nil |
Required: Unique e-mail address to give to a licensed seat. | |
skip | Boolean | node['alteryx']['license']['skip'] = false |
Optional: Whether or not to skip a license activation. |
Examples
# Replace xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx with your key alteryx_server_license 'xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx' do email 'test@example.com' end
# Replace xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx with your key alteryx_server_license 'xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx' do email 'test@example.com' skip true end
alteryx_server_service
Actions: :disable
, :enable
, :manual
, :restart
, :start
, :stop
Stop/start/restart the AlteryxService and manage automatic start on boot.
Examples:
# Set service `Startup Type` to `Automatic`. alteryx_server_service 'AlteryxService'
# Set service `Startup Type` to `Automatic`. alteryx_server_service 'AlteryxService' do action :enable end
# Set service `Startup Type` to `Disabled`. alteryx_server_service 'AlteryxService' do action :disable end
# Set service `Startup Type` to `Manual`. alteryx_server_service 'AlteryxService' do action :manual end
# Restart the AlteryxService. alteryx_server_service 'AlteryxService' do action :restart end
# Start the AlteryxService. alteryx_server_service 'AlteryxService' do action :start end
# Stop the AlteryxService. alteryx_server_service 'AlteryxService' do action :stop end
# Enable and start the AlteryxService. alteryx_server_service 'AlteryxService' do action [:enable, :start] end
alteryx_server_r_package
Actions: :install
, :uninstall
Install R Predictive Tools for Alteryx Server.
Attributes
Name | Type | Default | Description |
---|---|---|---|
source | String | node['alteryx']['r_source'] = nil |
Optional: A URL or file path for the R Installer exe.<br/>Important:<ul><li>The version attribute must also be set if source is set.</li><li>If version is set to nil , the package will be installed with the exe at C:\Program Files\Alteryx\RInstaller\ .</li></ul> |
version | String | node['alteryx']['r_version'] = nil |
Optional: The version of R to install.<br/>Required: If source is set. |
Examples:
# Install latest version of R Prodictive Tools alteryx_server_r_package 'R Predictive Tools'
# Install specified version of R Prodictive Tools alteryx_server_r_package 'R Predictive Tools' do source 'http://downloads.alteryx.com/Alteryx11.7.4.37815/RInstaller_11.7.4.37815.exe' version '3.3.2' end
# Uninstall Alteryx Server alteryx_server_package 'Alteryx Server' do action :uninstall end
alteryx_server_runtimesettings
Actions: :manage
Configure RuntimeSettings overrides.
Attributes
Name | Type | Default | Description |
---|---|---|---|
config | Hash |
node['alteryx']['runtimesettings'] = { <br/> 'engine' => { 'num_threads' => node['cpu']['total'] + 1, <br/> 'sort_join_memory' => <br/> (node['kernel']['os_info']['total_visible_memory_size'].to_i <br/> * 0.8 / 1024 / (node['cpu']['total'] + 1)).to_i } }
|
Optional: Configure RuntimeSettings.xml given a hash of settings. num_threads is set to the number of cores plus one. sort_join_memory is set to 80% of the total memory divided by num_threads . |
restart_on_change | Boolean | node['alteryx']['restart_on_change'] = false |
Optional: Restart the AlteryxService service when RuntimeSettings.xml has changed. |
secrets | Hash | nil |
Optional: A hash of secrets/passwords to be encrypted. See the examples section below for valid options.<br/><br/>By default we set this to nil instead of a node attribute as these values should be stored securely. Look at encrypted databags, chef-vault, citadel and others. |
config
options
The config
attribute by default will look for settings under node['alteryx']['runtimesettings']
. The recommended way to configure properties in RuntimeSettings.xml
is to set attributes per node or per role under node['alteryx']['runtimesettings']
. To disable the controller, for example, add the following line to attributes/default.rb
:
ruby
default['alteryx']['runtimesettings']['controller']['controller_enabled'] = false
One could also achieve the same result by passing a hash directly to alteryx_server_runtimesettings
. See the example below.
Examples:
alteryx_server_runtimesettings 'RuntimeSettings.xml'
alteryx_server_runtimesettings 'Configure RuntimeSettings' do config( controller: { controller_enabled: false, logging_enabled: true, logging_path: 'C:\\Some\\Log\\File.log' }, worker: { thread_count: 8 } ), secrets( execute_user: { user: node['alteryx']['runtimesettings']['worker']['execute_user_name'], domain: node['alteryx']['runtimesettings']['worker']['execute_domain'], password: 'somesupersecretexecutepassword' }, mongo_password: 'somesupersecretmongopassword', remote_secret: 'thecontrollerssecret', server_secret: 'thelocalserversecret', smtp_password: 'somesupersecretsmtppassword' ) restart_on_change true end
Options
controller
options
The following contains available options and descriptions for child settings under the controller
attribute.
Name | Type | Default value | Description |
---|---|---|---|
cleanup_queue_inputs_time_to_live |
Integer <br/>(min) |
0 |
The age of queue input items (uploaded files) before Time.now to remove. Tuning this setting may help to reduce the amount of drive space necessary as the system is used. |
cleanup_queue_time_to_live |
Integer <br/>(min) |
0 |
The age of queue items and results before Time.now to remove. Tuning this setting may help to reduce the amount of drive space necessary as the system is used. |
cleanup_scheduler_time_to_live |
Integer <br/>(min) |
0 |
The age of scheduler items before Time.now to remove. Tuning this setting may help to reduce the amount of drive space necessary as the system is used. |
controller_enabled | Boolean |
true |
true if this node is the Controller, false if not. Only run one Controller per Server. |
embedded_mongo_db_enabled | Boolean |
false |
true if Embedded MongoDB is enabled (default for Private Server), false if using SQLite or User-managed MongoDB. |
embedded_mongo_db_root_path | String |
'C:\\ProgramData\\ <br/>Alteryx\\Service\\ <br/>Persistence\\Mongo'
|
Necessary only if you are using Embedded MongoDB. The root path is the location where database files should be stored. |
gallery_enabled | Boolean |
false |
true if this node is a Gallery, false otherwise. |
logging_enabled | Boolean |
false |
If true , logging is enabled otherwise logging disabled. |
logging_file_max_size |
Integer <br/>(mb) |
10 |
Approximate log file size before rotating. |
logging_path | String |
'C:\\ProgramData\\ <br/>Alteryx\\Service\\ <br/>AlteryxServiceLog. <br/>log'
|
Full path to log file. |
logging_rotation_enabled | Boolean |
true |
If true , rotate log file when it reaches approximate size limit. |
logging_severity_threshold | Integer |
6 |
0-7 : Minimum Syslog logging level, suggested is minimum 5 , 7 is Debug (highest). |
map_tile_disk_cache_max_size |
Integer <br/>(mb) |
1024 |
This is the maximum amount of space to consume for caching tiles on the hard drive. A higher disk cache will result in greater consumption of drive space, but may increase performance of map tile requests. |
map_tile_mem_cache_max_size | Integer |
10000 |
This is the maximum number of map tiles that will be stored in memory. 1,000 tiles will require roughly 450MB of memory. A higher memory cache will result in more tiles being stored to increase performance, but will require more system resources. |
map_tile_reference_layers_time_to_live |
Integer <br/>(sec) |
86400 |
The amount of time to persist reference layer information. Increasing this number may help optimize performance of frequently requested layers. If a reference layer expires, it will be generated again the next time it is requested. |
mongo_db_database_name | String |
nil |
Name of the Service database in User-managed MongoDB instance. |
mongo_db_enabled | Boolean |
false |
If true use User-managed MongoDB, otherwise use either (Embedded MongoDB or SQLite). |
mongo_db_password_encrypted | String |
nil |
If using auth on MongoDB, encrypted MongoDB password. Set using mongo_password in the secrets property of the alteryx_server_runtimesettings resource. |
mongo_db_server_name | String |
nil |
MongoDB server name as host:port . |
mongo_db_user_name | String |
nil |
If using auth on MongoDB, valid username for MongoDB. |
scheduler_auto_connect_enabled | Boolean |
true |
Enabling this setting will allow users on this machine to auto-connect to the Scheduler. You may need to enable this if you are having difficulties connecting to the Scheduler. |
server_secret_encrypted | String |
nil |
Encrypted server secret. Set using server_secret in the secrets property of the alteryx_server_runtimesettings resource. |
sqlite_path | String |
'C:\\ProgramData\\ <br/>Alteryx\\Service <br/>\\Persistence'
|
Necessary only if you are using SQLite. The root path is the location where database files should be stored. |
web_interface_staging_path | String |
node['alteryx'] <br/>['runtimesettings'] <br/>['worker']['staging_path']
|
The web interface staging path is the location where the Controller will write any necessary temporary or cache files. This setting should point to a location that is safe to write large amounts of files. |
engine
options
The following contains available options and descriptions for child settings under the engine
attribute.
Name | Type | Default value | Description |
---|---|---|---|
browse_everywhere_limit_per_anchor |
Integer <br/>(bytes) |
1024 |
This is the current amount of memory that each Browse Everywhere anchor will consume. |
default_temp_file_path | String |
'C:\\ProgramData\\ <br/>Alteryx\\Engine'
|
The path where temporary files used in processed workflows and apps will be placed. This setting should point to a location that is safe to write large amounts of files. |
log_file_path | String |
'C:\\ProgramData\\ <br/>Alteryx\\Engine'
|
Each time a workflow or app is run, output logs are produced. These logs will be written to the directory specified in this setting. A blank logging directory will disable logging. |
num_threads | Integer |
nil |
Some tools and operations can take advantage of multiple processing threads. Generally, this value should not be changed, and the default value is the number of available processor cores plus one. |
package_staging_path | String |
'C:\\ProgramData\\ <br/>Alteryx\\Engine\\Staging'
|
Each time a workflow or app is run, output logs are produced. These logs will be written to the directory specified in this setting. A blank logging directory will disable logging. |
proxy_configuration | String |
nil |
If present, proxy server configuration used by Download tool. |
run_at_lower_priority | Boolean |
false |
If true , run Engine process at a lower system priority level (recommended to ensure AlteryxService functionality under high Engine load). |
sort_join_memory | Integer |
0 |
This is the minimum amount of memory that the Engine will consume while performing operations such as Sorts and Joins within a workflow or app. Generally, this value should not be changed. 0 is unlimited. |
user_alias_override | Boolean |
false |
With this option, any user alias that is specified in the Alias Repository can take priority over a system alias. |
user_lock_down | Boolean |
false |
If false , allow user settings to override temp path and memory settings, otherwise use system settings. |
gallery
options
The following contains available options and descriptions for child settings under the gallery
attribute.
Name | Type | Default value | Description |
---|---|---|---|
authentication_type | String |
'BuiltIn' |
'BuiltIn' , 'Windows' , or 'Kerberos' <br/><br/>Alteryx Server supports built-in authentication as well as Integrated Windows Authentication either with or without Kerberos support. BuiltIn authentication uses email address and passwords to log in, while the Windows and Kerberos options utilize your internal network credentials.<br/><br/>Note: Once an authentication type has been selected, it should not be changed. Changing it may cause technical problems. |
base_address | String |
'http:// <br/>localhost/ <br/>gallery/'
|
This is the URL that users will go to when they visit the Gallery. Although the domain configuration must be done elsewhere, this setting is used in areas such as email content when links to workflows are made available.<br/><br/>If SSL is enabled and your listener is on a port other than 443, be sure to specify the port in this setting (ex. https://localhost:445/alteryxcloud) |
default_gallery_admin_user_name | String |
nil |
To manage users, workflows, etc., an administrator account must be created. If authentication_type is set to BuiltIn , enter the email address of the administrator (ex. me@example.com). If authentication_type is set to Windows or Kerberos , specify the user account (ex. Domain\Username). |
default_run_mode | String |
'Unrestricted' |
'Unrestricted' , 'Semi Safe' , or 'Safe' <br/><br/>Workflows in the Server can be configured to run with certain permissions, limiting or allowing certain tools in the workflow to be used. To prevent potentially malicious workflows from being executed, set this to 'Safe' . Lowering the restriction will allow tools, such as the Run Command Tool, to be used in Workflows. |
elastic_search_index_name | String |
'alteryx-gallery' |
Only needed if search_provider is set to Elasticsearch . Name of the Elasticsearch database. |
elastic_search_url | String |
nil |
Only needed if search_provider is set to Elasticsearch . URL of the Elasticsearch provider. |
logging_path | String |
'C:\\ <br/>ProgramData\\ <br/>Alteryx\\ <br/>Gallery\\ <br/>Logs'
|
Full path to log directory. |
mongo_db_search_connection | String |
nil |
Full MongoDB connection string used for Search database, e.g., mongodb://user:pass@host/Alteryx_Lucene . |
mongo_db_search_database_name | String |
'Alteryx <br/>Gallery_ <br/>Lucene'
|
Name of Search database in MongoDB instance. |
mongo_db_search_override | Boolean |
false |
If true , use MongoDBSearchConnection otherwise build connection string from search parameters (mongo_db_search_database_name , mongo_db_search_password_encrypted , mongo_db_search_server_name , and mongo_db_search_user_name ). If false , use Controller connection info. |
mongo_db_search_password_encrypted | String |
nil |
If using auth on MongoDB, encrypted MongoDB password used for Search database. |
mongo_db_search_server_name | String |
nil |
MongoDB Search server name as host:port . |
mongo_db_search_user_name | String |
nil |
If using auth on MongoDB, user name used for Search database. e.g., mongodb://user:pass@host/AlteryxGallery . |
mongo_db_web_connection | String |
nil |
Full MongoDB connection string used for Gallery database. |
mongo_db_web_database_name | String |
'Alteryx <br/>Gallery'
|
Name of Gallery database in MongoDB instance. |
mongo_db_web_override | Boolean |
false |
If true , use MongoDBWebConnection otherwise build connection string from web parameters (mongo_db_web_database_name , mongo_db_web_password_encrypted , mongo_db_web_server_name , and mongo_db_web_user_name ). If false , use Controller connection info. |
mongo_db_web_password_encrypted | String |
nil |
If using auth on MongoDB, encrypted MongoDB password used for Gallery database. |
mongo_db_web_server_name | String |
nil |
MongoDB Gallery server name as host:port . |
mongo_db_web_user_name | String |
nil |
If using auth on MongoDB, valid username for Gallery database. |
search_provider | String |
'Lucene' |
'Lucene' or 'Elasticsearch' <br/><br/>Name of the search engine used by the Gallery. |
smtp_email | String |
nil |
Email address used to send Gallery email alerts. |
smtp_enabled | Boolean |
true |
If true , enable email events on the Gallery, otherwise disable. |
smtp_password_encrypted | String |
nil |
Encrypted password used to log into SMTP server when sending Gallery email alerts. Set using smtp_password in the secrets property of the alteryx_server_runtimesettings resource. |
smtp_port | Integer |
25 |
Port on SMTP server used to send Gallery email alerts. |
smtp_server_name | String |
nil |
SMTP server name used for Gallery email alerts. |
smtp_ssl_enabled | Boolean |
false |
If true , enable SSL for SMTP connections, otherwise disable. |
smtp_user_name | String |
nil |
Username used to log into to SMTP server when sending Gallery email alerts. |
ssl_enabled | Boolean |
false |
If true , enable SSL connections from Client to Gallery (https), otherwise use http connections. |
working_path | String |
'C:\\ <br/>ProgramData\\ <br/>Alteryx\\ <br/>Gallery'
|
The workspace is where the Gallery will write any necessary temporary files. This setting should point to a location that is safe to write large amounts of files. |
worker
options
The following contains available options and descriptions for child settings under the worker
attribute.
Name | Type | Default value | Description |
---|---|---|---|
execute_domain | String |
nil |
The optional domain for the provided username that will be used to run the Engine on the Queue Worker. |
execute_password_encrypted | String |
nil |
The encrypted password corresponding to the user that will run the Engine on the Queue Worker. |
execute_user_name | String |
nil |
If non-empty, the username that will be used to run the Engine on the Queue Worker. |
quality_of_service_min | Integer |
0 |
0-9 : Quality of Service is used to manage resource allocation in a multi-node deployment. For normal operation, leave this setting at 0. |
queue_worker_enabled | Boolean |
true |
Enabling this machine to run scheduled Alteryx workflows will allow it to take requests to run workflows from the Scheduler or from the Gallery. In multi-node deployments, you may want to set this attribute to false if you have another machine that will be running workflows. |
render_worker_count | Integer |
2 |
The number of Render Workers to run on this node (the number of AlteryxService_RenderWorker.exe executables). |
render_worker_enabled | Boolean |
true |
Enabling this machine to act as a Map Worker will allow it to render map tiles for Map Questions and the Map Input Tool. In multi-node deployments, you may want to set this attribute to false if you have another machine that will process map tile requests, and if this one will be dedicated to running scheduled workflows. |
server_name | String |
nil |
The Controller as server:port to which this worker connects. |
server_secret_encrypted | String |
nil |
The encrypted server secret corresponding to the current Controller. Set using remote_secret in the secrets property of the alteryx_server_runtimesettings resource. |
sort_join_memory | Integer |
0 |
Enabling this machine to act as a Map Worker will allow it to render map tiles for Map Questions and the Map Input Tool. In multi-node deployments, you may want to uncheck this option if you have another machine that will process map tile requests, and if this one will be dedicated to running scheduled workflows. 0 is unlimited. |
staging_path | String |
'C:\\ProgramData\\ <br/>Alteryx\\Service\\Staging'
|
Path to staging directory. Location where packages are unpacked for execution by a compute slave etc etc. |
thread_count | Integer |
1 |
This is the maximum number of workflows that are allowed to run simultaneously on this machine. Your license may already have a limitation, and setting this to a number higher than the license may result in errors. |
timeout |
Integer <br/>(sec) |
0 |
If you do not want jobs to run for an extended period of time, you can use this setting to force jobs to cancel after a certain amount of time has passed. This will help to free up system resources that might otherwise be taken up by unintentionally long running jobs. 0 is unlimited. |
use_local_server | Boolean |
true |
If true , default to using localhost:80 as the server and retrieve server secret. Otherwise, use provided server and server secret. |
Testing
Refer to TESTING.md
.
Contributing
Refer to CONTRIBUTING.md
.
License
This software is licensed under the Apache 2 license, quoted below.
Copyright (c) 2016 Alteryx, Inc.
Licensed under the Apache License, Version 2.0 (the "License");
you may not use this file except in compliance with the License.
You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0
Unless required by applicable law or agreed to in writing, software
distributed under the License is distributed on an "AS IS" BASIS,
WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
See the License for the specific language governing permissions and
limitations under the License.
Dependent cookbooks
This cookbook has no specified dependencies.
Contingent cookbooks
There are no cookbooks that are contingent upon this one.
cookbook-alteryx-server CHANGELOG
This file is used to list changes made in each version of the cookbook-alteryx-server cookbook.
0.0.0
- [your_name] - Initial release of cookbook-alteryx-server
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