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

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

  1. We recommend:
    • The use of a test environment with a valid license and maintenance.
    • Regular update of the software, especially for major changes and high ([H]) update recommendation.
    • The test environment is a copy of the current production environment and
    • A backup of the current installation. For more details refer to the corresponding section.
  2. Before updating, catefully check our Version History and release notes in our knowledgebase.
    • Make any necessary preparations and changes as described in the Release Note / Version History, especially for major changes and high ([H]) update recommendation.
    • You can also subscribe to our regular newsletter about changes in the version history and release notes. Just send an email to info@theobald-software.com.
  3. Install the current version of the software at first on the test environment and test the new version in depth. You should also test all your existing projects.
    • In case of success, follow the steps to install the current version on the productive environment, see the corresponding section below.
    • In case of error, contact our support: support@theobald-software.com. You can also reinstall / reuse your backup until we provide a solution.

Installing an update on a production environment

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

How do I install a new version?

A newer version can easily be installed over the old version. It is not necessary to uninstall the previous version.

How do I create a backup?

Just make a copy of all Alteryx workflows that use Xtract for Alteryx. In addition make a copy of the folder that contains the SAP connections. It is depending on the Alteryx Settings and can be e.g. found under %AppData%\Theobald Software\Xtract for Alteryx (in our case C:\Users[USERNAME]\AppData\Roaming\Theobald Software\Xtract for Alteryx\Connections). A backup is also recommended if you are updating the version of your 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 or problems occur. 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.