Test Environment #

Installing an Update or a New Version #

To install a newer software version over an existing version, follow the steps below.

Preparation #

  1. Recommendations:
    • Use a working test environment with a valid license and maintenance. The test environment is a copy of the current production environment
    • Update the software regularly, especially for major changes and high ([H]) priority update recommendations in the version history.
    • Create a backup of the current installation.
  2. Before updating, check the Version History and release notes in the knowledge base.
    • Make any necessary preparations and changes as described in the Release Note / Version History, especially for major changes and high priority ([H]) update recommendations.
    • You can subscribe via e-mail to Theobald Software’s regular newsletter that informs about changes in the version history and release notes.

Installation Process #

A newer version can be installed over the old version. It is not necessary to uninstall the previous version. New versions are available in the Theobald Software Customer Portal.

During the installation, the setup program checks whether other processes are running in the background that are related to the software being installed. If this is the case, a message with various options is displayed:

  • Check Again - option to close the affected programs, then click [Check Again] to continue the installation.
  • Kill Process - option to kill the affected process and continue with the installation.
  • Ignore - option to ignore the message, but the installation may be canceled due to the locking of certain files.
  • Quit Install - option cancel the installation and resume it at another time.

First install the current version of the software on the test environment and test the new version carefully.

  • Test all your existing projects.
  • After a successful test, follow the steps to install the current version on the production environment, see the corresponding section below.
  • In the case of an error, create a ticket in the Support Portal. Register if you do not have a customer account yet. Use your backup until a solution is provided.

Production Environment #

Installing an Update or a New Version #

After successful installation and test of the update version on the test environment, follow the steps described in Installing an Update or a New Version for the production environment. Make sure to create a backup beforehand and conduct all the necessary preparations and changes.

How to create a backup? #

  1. Copy all Alteryx workflows that use Xtract for Alteryx.
  2. Copy the folder that contains the SAP connections. Depending on the Alteryx Settings it is located in:
    • C:\Users\[USERNAME]\AppData\Roaming\Theobald Software\Xtract for Alteryx\Connections

A backup is also recommended when updating the version of Alteryx Desktop or Server. We recommend that you create a backup at regular intervals so that you can easily switch back to the previous version if necessary. Also note the product version that you are currently using so that you can switch back to the same version in the event of an error.