Version-to-Version Server Upgrade Guide: Supported Versions
Importante
Please see the Server Upgrade Checklist to help plan and execute a successful Server upgrade, including the Pre-Upgrade Checks workflow to identify issues that cause upgrades to fail.
How Does This Document Help?
This document highlights tasks and changes you need to be aware of when upgrading through versions of Alteryx Server. Issues are cumulative, so read through each section as you upgrade through multiple versions. This doesn't replace Release Notes (see links in each section).
Release Schedule
Semi-annual releases add features but can also change Server management requiring you or your users to change behavior.
Maintenance releases/patches within each quarter address issues found in the initial release. For example, the first maintenance release for 2022.3 would be 2022.3.2.
Legend
PIT-STOP | Significant change that requires upgrading to this version before upgrading to a later version. |
MongoDB Upgrade | The Mongo database version is upgraded. An Alteryx Server upgrade can only include ONE MongoDB version upgrade between your current version and target upgrade version. |
CRITICAL | Critical Issue: Admins must address or be aware of when moving to or past this version. |
Criteria for Entries in This List
This list condenses each version's Release Notes to highlight where:
Admin or Users are required to perform an action.
Item is important in choosing an upgrade version (that is, changed behavior or defect).
A significant change was made in Server administration.
Quick Links
2022.3 and Prior Versions
For unsupported versions (2022.3 and prior), refer to the Version-to-Version Server Upgrade Guide: Unsupported Versions.
2023.1
Version | Actions to take when upgrading to—or past—this version. |
|---|---|
2023.1 CRITICAL | Minimum Designer Version Impact: Designer 2022.3 Patch 3 or later is required to connect with Server. See Server 2023.1 Release Notes. |
2023.1 | Administrative Change: Option to allow users to run workflows using Shared Server Database Connections Impact: Allow Access to Workflows Without Shared Credentials option added to allow a workflow using a Shared Server Database Connection to be run by anyone the workflow has been shared via a Collection. The other users do not require the Gallery Connection to be explicitly shared with them. Task: Server UI > Admin > Settings > Assets > select the Allow Access to Workflows Without Shared Credentials checkbox. |
2023.1 | Password Management: AWS Secrets Manager password vault support added Impact: AWS Secrets Manager |
2023.1 | API Additions: For Active Directory (AD) Authentication Servers, an AD Group can be added to a Custom Group Impact: Endpoints added:
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2023.1 | Administrative Change: Azure Active Directory Group Support with SAML Authentication Impact: Admins can now sync users and group access to Server using Azure Active Directory (Azure AD) and the SCIM protocol. |
2023.1 | DCM Feature: Option to disable DCM synchronization between Designer and Server Impact: This feature is useful on a Prod Server to ensure users don't inadvertently synchronize and use a Prod credential in their local Designer. Task: Alteryx System Settings > DCM > select the Block DCM Connections Synchronization between Server and Designer checkbox. For more information, go to DCM - Server. |
2023.1 | Administrative Change: Workers can connect to User-Managed MongoDB with unique credentials. Impact: This allows for auditing per Worker. |
2023.1 | Database Connections: End of life for 32-Bit Database Connections Impact: End support 32-bit database connections FAQ. 32-bit connections will no longer function. |
2023.1 R Installer CRITICAL | R Upgrade: Embedded R version upgrades from 4.1.3 to 4.2.3 in RInstaller_2023.1.1.200.exe+ Impact: R version will be 4.1.3 or 4.2.3 as follows:
Task:
How To Use the R Tool with Packages Compatible with R Version 4.2.3 |
2023.1 | Analytic App Defects (corrected 2023.1_Patch_2) Impact:
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2023.1 CRITICAL | Connect Product: Connect is not compatible with the initial 2023.1 release Impact: Release notes will indicate which patch is compatible with 2022.3. |
2023.2
Version | Actions to take when upgrading to—or past—this version. |
|---|---|
2023.2 MongoDB 6.0.5 | MongoDB Upgrade: Embedded MongoDB upgrades from version 4.2.15 to 6.0.5 Impact: Embedded MongoDB upgrades to 6.0.5 Task: If using embedded MongoDB, upgrading to this version or later will upgrade MongoDB to version 6.0.5. Note free drive space requirements of 1x-2x your current MongoDB size. |
2023.2 CRITICAL | MongoDB Upgrade Dialog: The dialog to initiate the embedded MongoDB upgrade is minimized Impact: When upgrading to 2023.2, after selecting Finish on the upgrade the Embedded MongoDB migration dialog opens but is immediately minimized, giving the impression that upgrade is complete [TGAL-9041]. For more information, go to Error in Service logs when upgrading to Server version 23.2: Invalid feature compatibility version value, expected '5.0' or '5.3' or '6.0'. Task: Ensure that you make this dialog visible and click to initiate the MongoDB upgrade. The Service will not start until the MongoDB is upgraded. |
2023.2 | MongoDB Change: __ServiceDataBlob field removed from AlteryxGallery Collections Impact: The __ServiceDataBlob field has been removed from AlteryxGallery collections; fields now appear as standard MongoDB fields. Task: If you have admin workflows that used the ServiceDataParser macro to unpack data from this blob, they will need to be refactored. |
2023.2 | DCM Administration Change: DCM Connections can now be shared for collaboration Impact: When sharing a DCM Connection in Server UI, the option "Share for Collaboration" allows the DCM Connection to be used by other users in their Designer. For more information, go to Data Connection Manager: Server UI > Share in Designer. Task: This change allows for easier collaboration of shared workflows and creation of new workflows using a colleague's DCM Connection. |
2023.2 | Python Upgrade: Embedded Python upgrades from 3.8.5 to 3.8.16 Impact: Users should retest Python in workflows. Engine still uses Python Version 3 so there should be little impact on scripts. Task: For more information, go to Alteryx Embedded Python. |
2024.1
Version | Actions to take when upgrading to—or past—this version. |
|---|---|
2024.1 | Administrative Feature: Ability to Transfer Asset Ownership via UI and API Admins can transfer ownership of workflows and schedules between users via Server UI or using Server API V3 endpoints. Impact:
Nota
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2024.1 | New Feature: New Database Option Added (SQL DB) User-Managed SQL Server database can be used instead of MongoDB. Currently, the only officially supported version of SQL is MSSQL Server 2019 and 2022. Impact: |
2024.1 CRITICAL | Python Upgrade: Embedded Python upgrades from 3.8.16 to 3.10.13 Impact: The following error message appears if an incompatible version of a Connector is used in Designer: " Version 3.8 was not found in our alteryx distribution. Please select another version. Internal Error - Deadlock detected." Task:
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2024.1 CRITICAL | MongoDB Datetime Field Change (Service Timestamps Moved to UTC Format in Server Databases) Impact: We moved all datetime fields to UTC to improve handling of time zone and daylight savings time changes. For more information, go to Server 2024.1 Release Notes.
Task: Review how datetime fields are handled in applications that access MongoDB or the API. They might need to be adjusted to expect the datetime in UTC. |
2024.1 | DCM Dev/Prod Server Management: Prod Server can redirect Dev DCM to Prod Connections Impact: DCM Connections and DCM Connection Handling added to Admin menu. For more information, visit the following help pages: Task: Add DCM redirections to Prod Server to allow workflows migrated from Dev to access Prod data sources with no changes in the workflow. |
2024.1 | DCM Administration: User Permission Granularity Impact: New DCM permissions added. For more information, go to the User Roles and Permissions help page. |
2024.1 | DCM Administration: DCM Generic External Vault added Impact: You can configure a generic vault that can retrieve secrets from any vault with a programmatic interface using basic authentication. |
2024.1 | Administration Change: DCM Concurrent Sharing Impact: You can share the same DCM Connection for Collaboration and, separately, for Execution. Previously you could only choose 1 sharing option. For more information, go to Data Connection Manager: Server UI. |
2024.1 | Insights End of Life Impact: Insights no longer available in Alteryx Server. Go to our FAQ page for more information. |
2024.2
Version | Actions to take when upgrading to—or past—this version. |
|---|---|
2024.2 PIT-STOP CRITICAL | Upgrade Embedded MongoDB to Version 7 Impact: As part of Server 2024.2 installation, embedded MongoDB will upgrade to version 7.0. Minimum Server version for upgrade is 2023.2 (MongoDB version 6.0). Task: Ensure Server version is 2023.2 or 2024.1, then follow the steps described in Server 2024.2 Release Notes. |
2024.2 PIT-STOP 2024.2 | Version 2024.2 is the last release to include Crypto Migrator Code. This pit-stop is only applicable for User-Managed MongoDB upgrading from 2022.1 or prior, which will require the database to be crypto-migrated during the upgrade. Task: Go through the crypto-migration process explained in the 2022.3 section of Version-to-Version Server Upgrade Guide: Unsupported Versions and the Migration Prep Tool. |
2024.2 | Migrate Data Connections and Workflows to DCM You can now migrate Shared Server Data Connections to DCM Connections. To do so, check the How to migrate Server Data Connections to DCM and Data Connections. |
2024.2 | Possibility to Limit Users in a Studio to One User Curators have the option to turn off shared studios by limiting the users in a studio to one user. As an admin, you can now easily transfer asset ownership by transferring the workflow from one studio to another. To limit the number of members in a studio to one user, go to Admin > Settings > Configuration > Users. Then select the Limit Studio to 1 User checkbox. For more information, go to Alteryx Server Settings. |
2024.2 | Restriction to Make Workflows Public: Global Setting Curators can now control the way workflows are getting published (publicly or non-publicly) by selecting or clearing the Restrict Public Workflow (Global) checkbox. To do so, go to Admin > Settings > Security. For more information, go to Alteryx Server Settings. |
2024.2 | Designer Proxy Settings Expanded In Designer, Options > User Settings > Edit User Settings > Proxy > Enable New Proxy Settings (Preview) has been added to provide better control over proxy settings and to allow PAC scripts. Note: In this Initial release, the setting applies to several features (for example, Download Tool) but not others (for example, Connectors or ODBC) in Designer. See User Settings for details. |
2024.2 | System Setting “Cancel jobs running longer than (seconds)“ Now Applies to All Jobs In previous versions, this setting only applied to scheduled jobs. To allow manual jobs to run longer than scheduled jobs, clear this setting and use the two new Server UI options explained below. For more information, go to Alteryx Server Settings. |
Option Added to Cancel Long-Running Manual Job Runs In Server UI > Admin > Settings > Assets, there is a new option to cancel manual job runs (including API job runs) running longer than a specified time. This applies to all Workers unless the Worker has set Alteryx System Settings > Worker > General > Cancel jobs running longer than (seconds). The Worker setting overrides the Server UI setting. | |
Option Added to Cancel Long-Running Scheduled Job Runs In Server UI > Admin > Settings > Assets, there is a new option to cancel scheduled job runs running longer than a specified time. This applies to all Workers unless the Worker has set Alteryx System Settings > Worker > General > Cancel jobs running longer than (seconds). The Worker setting overrides the Server UI setting. | |
2024.2 | API Updates: |
API Filtering Added to GET v3/workflows/{workflowID}/jobs The
Task: Review how datetime fields are handled in applications that access MongoDB or the API. They might need to be adjusted to expect the datetime in UTC. | |
New API Endpoints for Subscriptions (Studios) Curators can now manage subscriptions (studios) using Server V3 API endpoints. These endpoints help to edit subscriptions in bulk and provide the ability to move individual users back to individual studios. For more information about these endpoints, go to Subscription Endpoints. | |
API Updates for Workflow Endpoints
For more information, go to Server 2024.2 Release Notes and Workflow Endpoints. | |
New API Endpoint to Allow Updating Individual Schedule Settings Use the new API endpoint | |
Updates for Job Endpoints
For more information, go to Job Endpoints. |
2025.1
Version | Actions to take when upgrading to—or past—this version. |
|---|---|
2025.1 | New Credentials Page for Non-Admin Users Non-admin users now have access to a Credentials page in the Server UI. This page allows them to view, create, edit, and delete custom credentials. Refer to Credentials: Server User Interface for more details. |
2025.1 | Added Workflow Results View for Admins Admins now have the option to view the workflow results and Job messages on the Workflow Results view. For more details, go to Workflow Results: Admin Interface. |
2025.1 | Added Auditlog for Alteryx System Settings Updates to the RuntimeSettings.xml via the Alteryx System Settings application are now logged under |
2025.1 | Server API |
New Endpoint to Cancel a Specific Job Added the For more details, go to Job Endpoints. | |
New Endpoints for Shared Server Credentials Added the following endpoints for Server credentials (non-DCM):
These endpoints are available only to Curators and require TLS to be enabled. For more information, refer to the Credential Endpoints help page. | |
Added Cron Expression for Schedule Endpoints Added a dynamic scheduling flexibility by using Cron entries. You can now use Cron expression in these APIs:
For more details, visit the Schedule Endpoints help page. | |
2025.1 | Admins Can Invite Users to Add Credentials This feature allows admins to invite a user to add a Shared Credential that the admin can then manage and share. Refer to Invite to Create or Edit a Credential for more details. |
2025.1 | SAML Assertion Encryption Support Added We now support SAML assertion encryption, allowing you to both encrypt and sign assertions. This feature is available in both FIPS and non-FIPS environments. For configuration details, see the Configure Alteryx Server Authentication help page. |