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Under the hood of Alteryx: tips, tricks and how-tos.
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Alteryx
Alteryx

In the ever-evolving landscape of data analytics, optimizing workflow connections is essential for efficiency and future readiness. Alteryx introduces the Data Connection Manager (DCM) Migration Tool, a robust solution designed to seamlessly transition from legacy workflow-embedded connections to the advanced capabilities of DCM. In this blog post, we'll delve into the key features, user-friendly interface, and a live demonstration of the tool's efficiency.

 

Unlocking the Power of the DCM Migration Tool

 

The Alteryx DCM Migration Tool is designed to equip Alteryx on-prem users with an automated migration platform. The primary focus is on ODBC-based connections, specifically Input Tool connections (DSN, DSN-less). The tool provides a comprehensive suite of features:

 

  • Automatic Detection of Legacy Connections: The tool can scan and identify ODBC workflow-embedded connections in XML files that require migration.

  • Connection Mapping: The tool can automatically map legacy ODBC connections to corresponding connections in DCM.

  • Data Migration: The tool can migrate relevant data from legacy ODBC connections, including credential and data source information, to DCM.

  • Automatic Update of Workflow References: The tool can update workflow references, replacing legacy ODBC connections with DCM Connection IDs.

 

A Step-by-Step Guide to Using the Alteryx DCM Migration Tool

 

Step 1: Accessing the DCM Migration Tool

 

Open the Alteryx Designer on your on-premises environment. Navigate to the "Options" menu in the main Designer navigation.

 

Step 2: Launching the DCM Migration Tool

 

Within the "Options" menu, locate and select the "DCM Migration Tool" option.

 

Screen Shot 2024-01-22 at 12.17.22.png
 

Step 3: Selecting Workflows for Migration

 

Once the DCM Migration Tool opens, you'll be presented with a user-friendly interface.

 

Choose whether to migrate individual workflow files or entire folders by using the tool's file selection functionality.

 

Screen Shot 2024-01-22 at 12.16.44.png

 

Step 4: Customizing Migration Options

 

Choose how you want to migrate each file. Options include overwriting the file, adding to a different directory, or attaching a suffix to the file name.

 

Screen Shot 2024-01-22 at 12.18.24.png

 

Confirm your migration preferences by clicking “Load Files”.

 

Step 5: Defining Migration Preferences

 

The tool will provide real-time feedback on the migration process.

 

Screen Shot 2024-01-22 at 12.19.46.png

 

Review the suggested DCM connections that the tool has automatically identified.

 

Modify the suggested connections if needed or create new connections using the Connection Manager window.

 

In the event of similar connections, the tool may prompt for conflict resolution, allowing you to merge connections automatically or manually map them.

 

Step 6: Initiating the Migration

 

Click the "Migrate" button to start the migration process.

 

Step 7: Completing the Migration

 

After the migration is complete, review the tool's summary, which includes the number of files migrated, the migration request, and any successes or errors encountered.

 

Screen Shot 2024-01-22 at 12.20.51.png

 

Embrace the Future of Data Management

 

The Alteryx DCM Migration Tool is more than just a tool; it's a catalyst for transforming how connections are managed within Alteryx workflows. By accelerating the adoption of DCM, businesses can streamline their workflows, enhance security, and future-proof their analytics processes.

 

Get Started Today!

 

Ready to embrace the future of data management with the Alteryx DCM Migration Tool? Effortlessly migrate to DCM and unlock a new era of efficiency and performance. Stay tuned for more updates as Alteryx continues to enhance this powerful tool, empowering businesses in their analytics journey.

 

Learn more about DCM following these links:

DCM - Designer (alteryx.com)

Migration Tool (alteryx.com)