Transfer Assets
Importante
This tool is part of the Server User Management Enterprise Utility and is not automatically installed with Alteryx Designer. To use this tool, download it from the Alteryx Marketplace.
Use the Transfer Assets tool to change ownership of Server UI assets from one user to another.
Requirements and Compatibility Notes
The Transfer Assets tool is compatible with Server version 2024.1 and newer.
The API endpoints used in this tool are only accessible to Curators.
Tool Components
The Transfer Assets tool has 4 anchors:
Input Anchors:
D (Data) input anchor: The D input anchor accepts data from upstream tools.
Output Anchors:
S (Success) output anchor: This anchor outputs any API calls with a response code of 200.
F (Fail) output anchor: This anchor outputs any API calls that don’t receive a response code of 200.
L (Logs) output anchor: This anchor outputs the log information that results from your API call.
Configure the Tool
Authentication
Use the Authentication section to enter the required authentication information. For more information, go to API Keys and API Access and Server API Configuration and Authorization.
Avvertimento
The API credentials used must have Curator permissions to use the transfer endpoints.
Base URL: Provide the base URL for your Server API. You can configure this via Server UI Configuration.
API Key: Enter your API key.
API Secret: Enter your API Secret.
Questions
Use the Questions tab to configure the options for your asset transfer.
Avvertimento
The user to whom you transfer assets must have an Artisan or Curator role in the Server UI. Any other role causes the transfer to fail and returns a 400 Bad Request error via the API.
Transfer All Assets: Select this radio button if you want to transfer all assets from one user to another. Use the dropdowns to select the incoming field that includes the user IDs for the current and new owners. Use the checkboxes to select which types of assets you want to transfer: workflows, schedules, and collections. You can use any combination of the checkboxes.
Avvertimento
If transferring schedules, the user who receives them must have scheduling permissions on the Server UI. If the user doesn't have scheduling permissions on the Server UI, the API returns a 400 Bad Request error and the transfer fails.
Transfer Select Assets: Select this radio button if you want to specify which assets to transfer.
Transfer Workflows: Select this radio button to specify which workflows you want to transfer. Use the dropdowns to select the incoming fields that include the user IDs for the current and new owners. Use the Transfer Schedules checkbox to transfer schedules associated with the workflows being transferred.
Transfer Collections: Select this radio button to specify which collections you want to transfer. Use the dropdowns to select the incoming fields that include the user IDs for the current and new owners, and select the field that contains the collection name.
Tips and Tricks
The Server User Management Enterprise Utility includes the Get User Assets macro which simplifies gathering the required user IDs and asset information.
Use the included Transfer Assets Sample workflow to learn how to use the Get User Assets macro with the Transfer Assets tool to move assets from one user to another.