Set Up the Alteryx OCF Connector

Alation Cloud Service Applies to Alation Cloud Service instances of Alation

Customer Managed Applies to customer-managed instances of Alation

After fulfilling the Prerequisites, install the connector in Alation and create an Alteryx data source.

Install the Connector

Customer-Managed Instances

Installation of enhanced connectors on customer-managed instances requires Alation Connector Manager to be installed as a prerequisite. To install a connector:

  1. If this has not been done on your instance, install and configure the Alation Connector Manager: Install Alation Connector Manager.

  2. Ensure that the connector Zip file you received from Alation is available on your local machine.

  3. Install the connector on the Connectors Dashboard page using the steps in Manage Connectors.

Alation Cloud Service Instances

On Alation Cloud Service (ACS) instances, you need to use the Alation Agent to install connectors and connect to sources.

To install a connector on the Agent:

  1. Ensure that Alation Agent is enabled on your Alation instance. If necessary, create a Support ticket with Alation for an Alation representative to enable it.

  2. Install the Agent using the instructions in Install the Alation Agent.

  3. Install the connector on the Connectors Dashboard page using the steps in Manage Connectors.

Create a Alteryx Source

In Alation, add a new data source:

  1. Log in to Alation as a Server Admin

  2. Expand the Apps menu on the right of the main toolbar and select Sources.

  3. On the Sources page, click +Add on the top right of the page and in the list that opens, click Data Source. This will open the Add a Data Source wizard.

  4. On the first screen of the wizard, specify a name for your data source, assign additional Data Source Admins, if necessary, and click the Continue Setup button on the bottom. The Add a Data Source screen will open.

  5. On the Add a Data Source screen, the only field you should populate is Database Type. From the Database Type dropdown, select the connector name. After that you will be navigated to the Settings page of your new data source.

Note: Agent-based connectors will have the Agent name appended to the connector name.

The name of this connector is Alteryx.