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alteryx-server (16) Versions 0.13.0

Installs/Configures Alteryx server

Berkshelf/Librarian
Policyfile
Knife
cookbook 'alteryx-server', '= 0.13.0'
cookbook 'alteryx-server', '= 0.13.0', :supermarket
knife cookbook site install alteryx-server
knife cookbook site download alteryx-server
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alteryx-server Cookbook

Build Status Cookbook Version

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 the skip property in the alteryx_server_license resource to skip activation.
  • mongo_db_search_password_encrypted and mongo_db_web_password_encrypted cannot be set through secrets property in the alteryx_server_runtimesettings resource. To set these connections, one either has to configure them through the configuration GUI or put them in plain text in mongo_db_search_override and mongo_db_web_override, respectively.

Resources

alteryx_server_package

Actions: :install, :uninstall

Install Alteryx Server.

Attributes

Name Type Default Description
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.
version String node['alteryx']['version'] = '11.0.3.25674' Required: Full version string (11.0.3.25674, 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/Alteryx11.0.3.25674/AlteryxServerInstallx64_11.0.3.25674.exe'
  version '11.0.3.25674'
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
email 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/Alteryx11.0.3.25674/RInstaller_11.0.3.25674.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.

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. <http://www.alteryx.com/>

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.

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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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