Install Steps

sudo yum install java-1.8.0-openjdk-1:1.8.0.242.b08-0.el8_1.x86_64 java-1.8.0-openjdk-devel

sudo apt-get install openjdk-8-jre-headless

# If the client has curl installed ...
curl https://packagecloud.io/install/repositories/trifacta/dependencies/script.rpm.sh | sudo bash
 
# Otherwise, you can also use wget ...
wget -qO- https://packagecloud.io/install/repositories/trifacta/dependencies/script.rpm.sh | sudo bash

curl https://packagecloud.io/install/repositories/trifacta/dependencies/script.deb.sh | sudo bash

Offline dependencies should be included in the URL location that Alteryx® Inc provided to you. Please use the \*deps\* file.

Use the steps below to acquire and install dependencies required by the Designer Cloud Powered by Trifacta platform. If you need further assistance, please contact Alteryx Support.

Install CentOS or RHEL dependencies without Internet access 

Install software dependencies on CentOS or RHEL

1. In a CentOS or RHEL environment, the dependencies repository must be installed into the following directory: 

   /var/local/trifacta

2. The following commands configure Yum to point to the repository in /var/local/trifacta, which yum knows as local. Repo permissions are set appropriately. Commands:

   tar xvzf <DEPENDENCIES_ARCHIVE>.tar.gz
   mv local.repo /etc/yum.repos.d
   mv trifacta /var/local
   chown -R root:root /var/local/trifacta
   chmod -R o-w+r /var/local/trifacta

3. The following command installs the RPM while disable all repos other than local, which prevents the installer from reaching out to the Internet for package updates:

   NOTE: The disabling of repositories only applies to this command.

   sudo yum --disablerepo=* --enablerepo=local install <INSTALLER>.rpm

4. If the above command fails and complains about a missing repo, you can add the missing repo to the enablerepo list. For example, if the centos-base repo is reported as missing, then the command would be the following:

   sudo yum --disablerepo=* --enablerepo=local,centos-base install <INSTALLER>.rpm

5. If you do not have a supported version of a Java Developer Kit installed on the Alteryx node, you can use the following command to install OpenJDK, which is included in the offline dependencies:

   sudo yum --disablerepo=* --enablerepo=local,centos-base install java-1.8.0-openjdk-1.8.0 java-1.8.0-openjdk-devel

6. For CentOS 8.x: If you are installing on CentOS 8.x, you must complete the following manual dependency install for NodeJS.

   sudo yum --disablerepo=* --enablerepo=local nodejs-12.16.1-1nodesource.x86_64.rpm

Install database dependencies on CentOS or RHEL

If you are installing the databases on a CentOS node without Internet access, you can install the dependencies using the appropriate command:

For PostgreSQL 12.3:

For PostgreSQL 9.6:

For MySQL:

Databases are installed after the software is installed. For more information, see Install Databases in the Databases Guide.

Install database client on CentOS or RHEL

If you are installing the databases on a remote server from the Alteryx node, then you must install the database client for your database distribution on the Alteryx node. 

PostgreSQL DB client:

Please complete the following steps to install the database client. In the following, the PostgreSQL 9.6 client is installed. Please modify the commands for CentOS/RHEL 8 and PostgreSQL 12.3.  

1. Login to the Alteryx node.
2. If you have not done so already, download and unzip the dependencies for your distribution.

3. Remove the client if it exists on the node. The following removes the PostgreSQL 9.6 client:

   yum list installed | grep postgresql
   sudo yum erase postgresql96.x86_64 postgresql96-libs.x86_64

4. Verify that psql and pgdump are not present:
   
   

   which psql
   which pg_dump

5. Install the client from the RPM. The following installs the updated PostgresQL 9.6 client for CentOS/RHEL 7.x: 

   cd /opt/trifacta/rpms/el/7/
   sudo yum --disablerepo=* --enablerepo=local install postgresql96-9.6.10-1PGDG.rhel7.x86_64.rpm

6. Verify that psql and pgdump are not present:

   which psql
   which pg_dump

7. Verify that psql is working and can connect to the remote DB server:
   
   

   psql --host=<remote_db_hostname> --username=<username> --dbname=<database_name>

   Above requires a password. For more information on default database names and usernames, see Manual Database Install. 

MySQL 5.7 DB client:

You must license, download, and install the MySQL database client separately. For more information, see Install Database Client for MySQL.

Install Ubuntu dependencies without Internet access

Install software dependencies on Ubuntu

In an Ubuntu environment, you can use the following sequence of commands to install the dependencies without Internet access. The following example is for Release 7.6.0 and Ubuntu 16.04 (Xenial).

1. Login to the Alteryx node.

2. If you have not done so already, download and unzip the dependencies for your distribution.

3. Execute the following commands to unzip the TAR file and install the dependencies:
   
   

   cd /opt
   sudo mv trifacta-server-deps-7.6.0-ubuntu-16.04.tar.gz .
   sudo gunzip trifacta-server-deps-7.6.0-ubuntu-16.04.tar.gz
   sudo tar xvf trifacta-server-deps-7.6.0-ubuntu-16.04.tar

Install database dependencies on Ubuntu

If you are installing the databases on an Ubuntu node without Internet access, you can install the dependencies using the appropriate command:

1. Execute the following command on the TAR file to view the available PostgreSQL dependencies:

   tar tvf trifacta-server-deps-7.6.0-ubuntu-16.04.tar.gz | grep -i pg | awk '{print $6}'

2. The available PostgreSQL dependencies are displayed:
   
   

   trifacta-repo/postgresql-client-12_12.5-1.pgdg16.04+1_amd64.deb
   trifacta-repo/postgresql-client-9.6_9.6.20-1.pgdg16.04+1_amd64.deb
   trifacta-repo/postgresql-12_12.5-1.pgdg16.04+1_amd64.deb
   trifacta-repo/postgresql-9.6_9.6.20-1.pgdg16.04+1_amd64.deb

For PostgreSQL 12.3:

For PostgreSQL 9.6:

For MySQL:

You must license, download, and install the MySQL database software separately.

Databases are installed after the software is installed. For more information, see Install Databases in the Databases Guide.

Install database client on Ubuntu

If you are installing the databases on a remote server from the Alteryx node, then you must install the database client for your database distribution on the Alteryx node. 

DB client for PostgreSQL 12.3:

DB client for PostgreSQL 9.6:

DB client for MySQL 5.7:

You must license, download, and install the MySQL database client separately. For more information, see Install Database Client for MySQL.

sudo yum install <rpm file>

sudo dpkg -i <deb file>

sudo apt-get -f -y install

/opt/trifacta

/opt/trifacta/license

wget https://download.postgresql.org/pub/repos/yum/reporpms/EL-7-x86_64/pgdg-redhat-repo-latest.noarch.rpm
sudo yum -y install pgdg-redhat-repo-latest.noarch.rpm
sudo yum -y install postgresql12-server

wget https://download.postgresql.org/pub/repos/yum/reporpms/EL-8-x86_64/pgdg-redhat-repo-latest.noarch.rpm
sudo yum -y install pgdg-redhat-repo-latest.noarch.rpm
sudo yum -y install postgresql12-server

wget https://download.postgresql.org/pub/repos/yum/9.6/redhat/rhel-7-x86_64/pgdg-redhat-repo-42.0-9.noarch.rpm
sudo yum -y install pgdg-redhat-repo-42.0-9.noarch.rpm
sudo yum -y install postgresql96-server

wget https://download.postgresql.org/pub/repos/yum/9.6/redhat/rhel-8.1-x86_64/pgdg-redhat-repo-42.0-9.noarch.rpm
sudo yum -y install pgdg-redhat-repo-42.0-9.noarch.rpm
sudo yum -y install postgresql96-server

wget https://download.postgresql.org/pub/repos/yum/9.6/redhat/rhel-7-x86_64/pgdg-redhat-repo-42.0-9.noarch.rpm
sudo yum -y install pgdg-redhat-repo-42.0-9.noarch.rpm
sudo yum -y install postgresql96-server

wget https://download.postgresql.org/pub/repos/yum/9.6/redhat/rhel-8.1-x86_64/pgdg-redhat-repo-42.0-9.noarch.rpm
sudo yum -y install pgdg-redhat-repo-42.0-9.noarch.rpm
sudo yum -y install postgresql96-server

Initialize

Use the following steps to initialize the databases of the Designer Cloud Powered by Trifacta® platform.

Pre-requisites:

• The initializing user must have write permissions to the directory from which the commands are executed.
• The initializing user must have sudo privileges.

PostgreSQL 12

For CentOS/RHEL 7.x and 8.x:

For Ubuntu 16.04 and 18.04:

PostgreSQL 9.6

For CentOS/RHEL 7.x and 8.x:

For Ubuntu 16.04 and 18.04:

MySQL

No additional steps are required to initialize the databases in MySQL.

Set custom database parameters

Use the following steps to set custom database names, usernames, and passwords in the Designer Cloud Powered by Trifacta platform:

1. Edit /opt/trifacta/conf/trifacta-conf.json. 

2. For each database, you can review the parameters in the listed area and make modifications as needed.

   NOTE: For each database, you should change the default password. This change must also be applied on the database server. See Change Database Passwords for PostgreSQL . See Change Database Passwords for MySQL.

   NOTE: The type is set to POSTGRESQL by default. Modify the value if you are installing the databases into a different database server.

   
   

   Database	Parameter area
   Main database	webapp.database.*
   Jobs database	batch-job-runner.database.*
   Scheduling database	scheduling-service.database.*
   Time-Based Trigger database	time-based-trigger-service.database.*
   Configuration Service database	configuration-service.database.*
   Job Metadata Service database	job-metadata-service.database.*
   Artifact Storage Service database	artifact-storage-service.database.*
   Authorization Service database	authorization-service.database.*
   Orchestration Service database	orchestration-service.database.*
   Optimizer Service database	optimizer-service.database.*
   Secure Token Service database	secure-token-service.database.*
   Connector Configuration Service database	connector-configuration-service.database.*

   For more information, see Database Parameter Reference.

3. Make changes in the file as needed and save.

Apply customizations on upgrade

If you have customized database properties, you must apply the edits from the new sample file to the existing configuration file after you have upgrade the Designer Cloud Powered by Trifacta platform.

If you are using all defaults, you can just overwrite the existing file with the new version's sample file. 

PostgreSQL:

1. Locate the sample Postgres configuration file:

   /opt/trifacta/bin/setup-utils/db/pg_hba.conf.SAMPLE

2. If you are upgrading and have customizations in your existing version, you must apply the edits in the above to the following file. Otherwise, overwrite the following file with the above one based on your operating system:
   
   1. CentOS/RHEL dir: /var/lib/pgsql/9.6/data/pg_hba.conf

   2. Ubuntu dir: /etc/postgresql/9.6/main/pg_hba.conf

3. From the SAMPLE file, copy the following declarations and paste them into the production pg_hba.conf file above any other declarations:

   NOTE: You can substitute different database usernames and groups for the ones listed below (trifacta and trifacta). These values may be needed for other configuration.

    

   1. Alteryx database:

      local   trifacta         trifacta                               md5
      host    trifacta         trifacta         127.0.0.1/32          md5
      host    trifacta         trifacta         ::1/128               md5

   2. Jobs database:

      local   trifacta-activiti         trifactaactiviti                               md5
      host    trifacta-activiti         trifactaactiviti         127.0.0.1/32          md5
      host    trifacta-activiti         trifactaactiviti         ::1/128               md5

   3. Scheduling database: 

      local   trifactaschedulingservice         trifactaschedulingservice                               md5
      host    trifactaschedulingservice         trifactaschedulingservice         127.0.0.1/32          md5
      host    trifactaschedulingservice         trifactaschedulingservice         ::1/128               md5

   4. Time-based Trigger database:

      local   trifactatimebasedtriggerservice         trifactatimebasedtriggerservice                               md5
      host    trifactatimebasedtriggerservice         trifactatimebasedtriggerservice         127.0.0.1/32          md5
      host    trifactatimebasedtriggerservice         trifactatimebasedtriggerservice         ::1/128               md5

   5. Configuration Service database:

      local   trifactaconfigurationservice         trifactaconfigurationservice                               md5
      host    trifactaconfigurationservice         trifactaconfigurationservice         127.0.0.1/32          md5
      host    trifactaconfigurationservice         trifactaconfigurationservice         ::1/128               md5

   6. Artifact Storage Service database:

      local   trifactaartifactstorageservice         trifactaartifactstorageservice                               md5
      host    trifactaartifactstorageservice         trifactaartifactstorageservice         127.0.0.1/32          md5
      host    trifactaartifactstorageservice         trifactaartifactstorageservice         ::1/128               md5

   7. Job Metadata Service database:

      local   trifactajobmetadataservice         trifactajobmetadataservice                               md5
      host    trifactajobmetadataservice         trifactajobmetadataservice         127.0.0.1/32          md5
      host    trifactajobmetadataservice         trifactajobmetadataservice         ::1/128               md5

   8. Authorization Service database:

      local   trifactaauthorizationservice         trifactaauthorizationservice                               md5
      host    trifactaauthorizationservice         trifactaauthorizationservice         127.0.0.1/32          md5
      host    trifactaauthorizationservice         trifactaauthorizationservice         ::1/128               md5

   9. Orchestration Service database:

      local   trifactaorchestrationservice         trifactaorchestrationservice                               md5
      host    trifactaorchestrationservice         trifactaorchestrationservice         127.0.0.1/32          md5
      host    trifactaorchestrationservice         trifactaorchestrationservice         ::1/128               md5

   10. Optimizer Service database:

       local   trifactoptimizerservice         trifactoptimizerservice                               md5
       host    trifactoptimizerservice         trifactoptimizerservice         127.0.0.1/32          md5
       host    trifactoptimizerservice         trifactoptimizerservice         ::1/128               md5

   11. Secure Token Service database:

       local   trifactasecuretokenservice         trifactasecuretokenservice                               md5
       host    trifactasecuretokenservice         trifactasecuretokenservice         127.0.0.1/32          md5
       host    trifactasecuretokenservice         trifactasecuretokenservice         ::1/128               md5

   12. Connector Configuration Service database:

       NOTE: The default values for this database do not follow the naming conventions for other databases.

       local   trifactaconnectorconfigservice         trifactaconnectorconfigservice                               md5
       host    trifactaconnectorconfigservice         trifactaconnectorconfigservice         127.0.0.1/32          md5
       host    trifactaconnectorconfigservice         trifactaconnectorconfigservice         ::1/128               md5

   13. Save the file.

4. Restart the databases:

   1. If you are have also restarted the operating system, please execute the following first, followed by the O/S-specific commands:

      NOTE: This command is valid only if the Postgres DB is also hosted in the Alteryx node.

      
      

      chkconfig postgresql-9.6 on

      For PostgreSQL 12 on CentOS/RHEL 7:

      chkconfig postgresql-12 on

   2. CentOS/RHEL:

      sudo service postgresql-9.6 start

   3. CentOS/RHEL 7 (PostgreSQL 12):

      sudo service postgresql-12 start

   4. Ubuntu:

      sudo service postgresql start

MySQL:

Upgrading MySQL versions is not supported in this release.

Next Steps

1. If the configuration files indicate that the databases are listening on a port other than the default, this port number must be applied within the Designer Cloud Powered by Trifacta platform configuration. For more information, see Change Database Port.
2. If you are using non-default usernames and passwords, they must must be applied within the Designer Cloud Powered by Trifacta platform configuration. For more information, see Change Database Passwords for PostgreSQL.
3. When you have completed the above configuration, you can create the databases and their roles (users) and perform additional configuration. See Create Databases and Users.
4. You can enable use of TLS secure access for connections between the Designer Cloud application and the Alteryx databases. For more information, see Enable SSL for Databases.