Release Notes for Designer Cloud Powered by Trifacta

These release notes apply to the following product tiers:

• Designer Cloud Enterprise Edition
• Designer Cloud Professional Edition
• Designer Cloud Starter Edition
• Designer Cloud Premium

For more information, see Product Editions.

February 2, 2023

Release 10.0

What's New

Transformer page:

• Improved display of previewed columns in the data grid.

Connectivity:

• Enable connectivity between the  Designer Cloud and SAP HANA using SSH tunneling.
  • For more information, see Configure SSH Tunnel Connectivity.
  • For more information, see SAP HANA Connections.

Snowflake running environment:

• Support for pushdown of merge operations for file-to-table and table-to-table jobs run in Snowflake.
  • For more information on specifying merge operations, see Snowflake Table Settings.
  • For more information, see Snowflake Running Environment.

Connectivity:

• Improved security for data service interactions with third-party connection types.

Changes in System Behavior

SQL Server:

Updated base SQL Server driver to 11.2.0.jre8.

With this update, the following versions of SQL Server are no longer supported:

• SQL Server 2012
• PDW 2008R2 AU34
• SQL Server 2008 R2
• SQL Server 2008

The following version of SQL Server is now supported:

• SQL Server 2019

This change applies to the following connection types:

• Microsoft SQL Server Connections
• Microsoft SQL Server Connections for Amazon RDS (see previous)

For more information, see https://learn.microsoft.com/en-us/sql/connect/jdbc/microsoft-jdbc-driver-for-sql-server-support-matrix?view=sql-server-ver16#sql-version-compatibility.

Support for nvarchar2 and datetime2 data types.

• For more information, see SQL Server Data Type Conversions.
• For more information, see Microsoft SQL Server Connections.

S3 encryption:

Amazon has announced that as of January 5, 2023, all S3 buckets now have server-side encryption with Amazon S3 managed keys (SSE-S3) applied as the base level. This change is being rolled out across all S3 services across all regions and does not impact cost or performance. 

For more information, see https://docs.aws.amazon.com/AmazonS3/latest/userguide/default-bucket-encryption.html.

Documentation:

Beginning in this release, the Library Page is renamed as Library for Data Page. For more information, see Library for Data Page. 

Deprecated

Templates:

A template is a pre-configured flow with annotated references to simplify the development of a working flow to satisfy a specific use case. When you start from a template, you create a copy of the templated flow, which is no longer connected to your flow.

Key Bug Fixes

None.

New Known Issues

January 11, 2023

Release 9.7

What's New

Schema validation:

Schema validation is now supported for CSV, TSV, and TXT files. 

For more information, see Overview of Schema Management.

Connectivity:

Support for Alloy DB connections.

For more information, see AlloyDB Connections.

Plans:

• You can retry failed plan runs where one or more tasks failed during the plan run. This feature lets you review failures, identify issues with the task specification, and then re-run from the failed task to complete the plan run. For more information, See Plan Run Details Page .

• Users with viewer permission on plans can now cancel plan runs. For more information, see Privileges and Roles Reference.

Authentication:

• Support for SAML 2.0 SSO. 

  Private Preview: This feature is disabled by default. If interested in enabling this feature in your project or workspace, please contact your account representative.

Transformer page:

You can enable or disable the updating of column histograms in the Transformer page, which can improve page performance.  For more information, see Data Grid Panel.

See Workspace Settings Page.

Import flow:

When importing flows in the Designer Cloud application, you can now remap connections used for pre- and post-execution SQL scripts. For more information, see Import Flow.

Conversion:

Improved stability for file conversion jobs.

Performance:

Improvements in performance for ingestion and sampling of converted datasources.

Changes in System Behavior

Connectivity:

Support for MongoDB up to version 6.0.1. See MongoDB Connections.

Deprecated

Connectivity:

In this release,  the Microsoft Dynamics 365 Sales (Deprecated) has been deprecated and replaced with an improved version. Please recreate your connections of this type using Microsoft Dynamics 365 Sales connections in the Designer Cloud application. 

• For more information, see Microsoft Dynamics 365 Sales Connections.

Key Bug Fixes

None.

New Known Issues

None.

November 3, 2022

Release 9.6

What's New

Connectivity:

Early Preview (read-only) connections available with this release:

• Adobe Analytics
• Microsoft Dataverse
• Google BigQuery JDBC (Private Preview)
• Google Contacts
• For more information, see Early Preview Connection Types.

Connectivity:

Support for connections to  Snowflake JDBC (Private Preview) instances hosted in Azure. For more information, see Snowflake JDBC Connections.

Connectivity:

• Support for OAuth 2.0 authentication for Workday.
  • OAuth 2.0 authentication must be enabled. For more information, see Enable OAuth 2.0 Authentication.
  • You must also create an OAuth 2.0 client for the Designer Cloud application. For more information, see OAuth 2.0 for Workday. 
• For more information, see Workday Connections.

Job history:

Changes to the layout of history pages for flow jobs, sample jobs, and plan runs for an improved user experience. 

• For more information, see Job History Page.
• For more information, see Sample Jobs Page.
• For more information, see Plan Runs Page.

Performance:

Improved performance when browsing folders or searching on S3.

• For more information, see Using S3.
• For more information, see External S3 Connections.
• For more information, see Using TFS.

Documentation:

Over the next set of releases, a number of object types are being migrated from the Designer Cloud application to the underlying platform layer.

These object types include the following:

• Plans
• Connections
• Library:
  • Imported datasets
  • Reference datasets
  • Macros
• Job history:
  • Flow jobs
  • Sample jobs
  • Plan runs
• Schedules

Additionally, the following capabilities are moving to the platform level:

• Admin
• Preferences

Over the next few releases, documentation for these objects is migrating to the new Platform area. For more information, see Platform.

Changes in System Behavior

Flow collaborators can now edit custom SQL

Collaborators on a flow who have the flow editor permission can now edit any custom SQL used in importing datasets into the flow. 

• For more information, see Create Dataset with SQL.
• For more information on permissions, see Overview of Authorization.

Enable / Disable Data Grid

You can enable or disable the data grid in the Transformer page. When the data grid is disabled, you may not be able to edit some recipe steps. For steps that you can edit, select Preview to see the effects of the step on the data. When you select Preview, the data grid is re-enabled. 

• For more information, see Data Grid Panel.
• For more information, see Recipe Panel.

Deprecated

None.

Key Bug Fixes

New Known Issues

None.

September 26, 2022

Release 9.5

What's New

Parameterization:

Flow parameters now support a new type. Selector type parameters allow you to specify a list of permitted values for the parameter, which ensures data integrity throughout the transformation process. See Create Flow Parameter.

Snowflake Running Environment:

• Support for reading S3 files for execution in Snowflake.
  

  Feature Availability: This feature may not be available in all product editions. For more information on available features, see Compare Editions.

  NOTE: S3 must be the base storage layer. Supported file formats are CSV, TXT, and JSON only.

  • For more information, see Flow Optimization Settings Dialog.

• Beginning in this release, sampling jobs can be executed in the Snowflake running environment.

  • For more information, see Flow Optimization Settings Dialog.
  • For more information, see Snowflake Running Environment.
• When publishing to a Snowflake table, you can choose to write results using the merge option. When selected, you specify a primary key of fields and then decide how data is merged into the table. For more information, see Snowflake Table Settings.

Schema refresh supports Excel, PDF, and Google Sheets:

You can now refresh the schemas from Excel, PDF or Google Sheets datasources converted during ingest. Schema refresh enables you to identify changes to the columns in your dataset. 

• For more information, see  Overview of Schema Management .

• Dataset schemas can be refreshed through the following pages:
  • See  Library for Data Page.
  • See Dataset Details Page.
  • In Flow View. For more information, see View for Imported Datasets.
• For more information on importing these datasources:
  • Import Excel Data
  • Import PDF Data
  • Import Google Sheets Data

Import flow:

During the import flow process in the Designer Cloud application, you can now remap connections and environment parameters in the flow to corresponding objects in the new project or workspace through drop-down menus. For more information, see Import Flow. 

Connectivity:

Early Preview (read-only) connections available with this release:

• Workday
• Google Calendar
• For more information, see Early Preview Connection Types.

Connectivity:

Connection to  Snowflake JDBC (Private Preview) databases in other environments.

For more information, see Snowflake JDBC Connections.

Connectivity:

• Support for OAuth 2.0 authentication for SharePoint.
  • OAuth 2.0 authentication must be enabled. For more information, see Enable OAuth 2.0 Authentication.
  • You must also create an OAuth 2.0 client for the Designer Cloud application. For more information, see OAuth 2.0 for SharePoint. 
• Support for Azure AD authentication for SharePoint. 
• For more information, see SharePoint Connections.

Billing:

Support for direct deposit payments from your US Bank account.

For more information, see Plans and Billing Page.

Asset transfer:

Transfer ownership of your individual assets to another user. See Transfer Asset Ownership.

Job History:

Administrators can configure the default number of days of jobs to display in the Job History page. Default setting is 180  days.

For more information, see Workspace Settings Page,

Transformer page:

For improved performance, you can now edit your recipes without loading a sample in the data grid. 

For more information, see Workspace Settings Page.

Changes in System Behavior

New pricing and packaging model

Release 9.5 introduces a new model for what is packaged in Enterprise, Professional, and Starter product editions and pricing for each edition. 

• Existing customers on the old model may continue to use their current set of features until their subscription expires.
  • These customers cannot downgrade to another old-model product edition. 
• When their subscription expires:
  • They can renew their subscription using a product edition under the new model. 

  • They cannot renew using any product edition under the old model.

    NOTE: The new model does not include the Premium product edition. Renewing customers on these product editions must migrate to a supported product edition. For more information, see Product Editions.  

• The new pricing and packaging model introduces some changes to the features that are available for each product edition. Key changes:
  • API access has changed. See below.
  • Scheduling and orchestration using plans are now available across all paid editions.
  • There are now per-edition limits on automated job execution (scheduled jobs and API-based jobs).

For more information on differences between product editions in the new model, please visit Pricing and Packaging.

For additional questions, please contact Alteryx Support.

Subscription management through Sales

Beginning in Release 9.5, changes to your product edition are managed through Sales. In the Designer Cloud application, click Contact Sales to reach out. For more information, see Start a Subscription.

API access moving to Enterprise only

Beginning in Release 9.5, all new or renewed subscriptions have access to public API endpoints on the Enterprise product edition only. For example, new or renewed subscriptions for the Professional product edition do not have access to API endpoints.

Existing customers that currently have access to API endpoints for non-Enterprise product editions can continue to use their available endpoints until their subscription expires. To use API endpoints after renewal, you must upgrade to the Enterprise product edition. 

For more information on differences between product editions in the new model, please visit Pricing and Packaging.

For additional questions, please contact Alteryx Support.

Quickbooks Online

The QuickBooks Online connection type has been re-enabled. See Quickbooks Online Connections.

Deprecated

None.

Key Bug Fixes

None.

New Known Issues

None.

August 2, 2022

Release 9.4

What's New

Configure range joins:

Specify ranges of key values in your joins.

For more information, see  Configure Range Join .

Connectivity:

Early Preview (read-only) connections available with this release:

• SendGrid

• SAP HANA
• For more information, see Early Preview Connection Types.

Connectivity:

Support for creating connections to Denodo.

• OAuth 2.0 authentication must be enabled. For more information, see Enable OAuth 2.0 Authentication.
• You must also create an OAuth 2.0 client for the Designer Cloud application. See OAuth 2.0 for Denodo.
• For more information on creating the connection object, see Denodo Connections.

Connectivity:

Support for creating OAuth 2.0 connections to single-tenant and multi-tenant Microsoft Dynamics 365 Sales (Deprecated). 

• OAuth 2.0 authentication must be enabled. For more information, see Enable OAuth 2.0 Authentication.
• You must also create an OAuth 2.0 client for the Designer Cloud application. See OAuth 2.0 for Microsoft Dynamics 365 Sales.
• For more information on creating the connection object, see Microsoft Dynamics 365 Sales Connections.

Schema refresh supports JSON:

You can now refresh the schemas from JSON datasource converted during ingest. Schema refresh enables you to identify changes to the columns in your dataset. 

• For more information, see  Overview of Schema Management .

• Dataset schemas can be refreshed through the following pages:
  • See  Library for Data Page.
  • See Dataset Details Page.
  • In Flow View. For more information, see View for Imported Datasets.

• A converted datasource is file type that must be converted during the ingestion process into a format that is natively supported by the platform. For more information on JSON as a converted datasource, see  Working with JSON v2 .

Email notifications enhancements:

Changes in System Behavior

Quickbooks Online connections are disabled:

This feature has been disabled due to technical issues. It will be re-enabled when these issues are resolved in a future release.

Email notifications enabled by default:

This change means that the user who executes a job and others who have access to the flow receive, by default, an email notification whenever a job executes for flows where email notification settings have never been modified. 

If needed, these new default settings can be modified.

• Workspace administrators can change default value of the email notification settings. For more information, see Workspace Settings Page.
• Individual users can override these settings for individual flows. For more information, see Manage Flow Notifications Dialog .

Deprecated

None.

Key Bug Fixes

None.

New Known Issues

None.

May 9, 2022

Release 9.3

What's New

Expandable left nav bar:

The new left navigation bar can be expanded to display full-text options for each menu item. Collapse it to reclaim the screen area. Available options remain consistent. See Home Page.

Billing:

Edit credit card and billing information and review billing history and invoices.

For more information, see Plans and Billing Page.

Connectivity:

Early Preview (read-only) connections available with this release:

• Zoho CRM

  NOTE: Zoho CRM connections require an OAuth 2.0 client to be created in the Designer Cloud application. For more information, see OAuth 2.0 for Zoho CRM.

• DocuSign
• For more information, see Early Preview Connection Types.

Connectivity:

• Enable connectivity between the Designer Cloud application and Teradata or MongoDB using SSH tunneling.

  • For more information on enabling SSH tunneling, see  Configure SSH Tunnel Connectivity .
  • For more information, see MongoDB Connections.
  • For more information, see Teradata Connections.

Transformer page:

Improved performance of the Transformer page through asynchronous loading of initial samples.

Changes in System Behavior

Generate an initial sample:

When generating an initial sample from a set of files in a directory, the maximum number of files that can be read is now limited to 10.

• Previously, the Designer Cloud application read files until either 10MB of data or all matching files had been scanned.
• This change is to limit the number of files that must be read for various operations in the Transformer page. It only applies to generating the initial sample type. Other sampling types, such as random sample, can scan the full set of files.

As needed, an administrator can change this maximum limit.

• For more information, see Workspace Settings Page.
• For more information on sampling, see Overview of Sampling.

Deprecated

Dataset Configuration (Experimental):

The Dataset Configuration experimental feature has been disabled from use in the product.

Key Bug Fixes

New Known Issues

None.

April 4, 2022

Release 9.2

What's New

Lock/unlock column data type:

You can now lock or unlock a column's data type. When the data type is locked, the Designer Cloud application no longer attempts to infer the column's data type when subsequent recipe steps are applied. 

For more information, see Change Column Data Type.

Connectivity:

• Support for SFTP connections.
  

  Feature Availability: This feature may not be available in all product editions. For more information on available features, see Compare Editions.
  
  

  NOTE: This connection type is import only.

  For more information, see SFTP Connections.

Connectivity:

Early Preview (read-only) connections available with this release:

• Marketo

  NOTE: Marketo connections require an OAuth 2.0 client to be created in the Designer Cloud application. For more information, see OAuth 2.0 for Marketo.

• For more information, see Early Preview Connection Types.

Connectivity:

• Simplified configuration to enable access to S3 for users within the Connections page. For more information, see AWS Account Page.

Changes in System Behavior

Set column data type transformation locks the column's type by default:

Starting in this release, the column data type is locked by default when you change the column data type.

If required, you can unlock the column's data type. For more information, see Change Column Data Type.

S3 enabled for new workspaces:

When you create a new workspace, S3 access is enabled by default. Prior to this release, S3 access had to be enabled for new workspaces. 

• Workspaces created before Release 9.0 are not affected.
• A workspace administrator can enable or disable S3 access. For more information, see Workspace Settings Page.

Performance:

The intelligent caching of recipe steps feature for performance improvements has been made available again. The issues that required removing it from the platform have been addressed.

This feature can be enabled by an administrator. For more information, see Workspace Settings Page.

Email notifications:

In a future release, the setting for email notifications based on job success will default to Default (Any Jobs) at the project or workspace level and at the flow level. This change means that the user who executes a job and others who have access to the flow receive, by default, an email notification whenever a job executes for flows where email notification settings have never been modified. As part of this change, each email will contain a richer set of information about the job that was executed. 

If needed, this new default setting can be modified:

Workspace administrators can change default value of the email notification settings. For more information, see Workspace Settings Page.

Individual users can override these settings for individual flows. For more information, see Manage Flow Notifications Dialog.

Deprecated

None.

Key Bug Fixes

New Known Issues

None.

Earlier Releases

For more information on earlier releases, see Earlier Releases of Designer Cloud Powered by Trifacta.