Installing an update (or a newer version) on a test environment #

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

  1. Recommendation:
    • Use a working test environment with a valid license and maintenance
    • The test environment is a copy of the current production environment
    • Update of the software regularly, especially for major changes and high ([H]) priority update recommendations in the version history
    • Create a backup of the current installation, see the corresponding section below
  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 email to Theobald Software’s regular newsletter that informs about changes in the version history and release notes.
  3. 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 case of an error, contact Theobald Software’s support team via email: You can reinstall / reuse your backup until a solution is provided.

Installing an update on a production environment #

After sucessfull installation and test of the update version on the test environment, follow the corresponding steps described above for the production environment. Make sure to create a backup beforehand and make any necessary preparations and changes.

How to install a new version? #

A newer version can be installed over the old version. It is not necessary to uninstall the previous version. New versions are available via our customer portal.

How do I 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.