Installation Steps

This guide takes you through installation steps for Designer Cloud Enterprise Edition.

Preparation

Before you begin, please complete the following.

Steps:

1. Set the node where Designer Cloud Enterprise Edition is to be installed. 
   1. Review the System Requirements and verify that all required components have been installed.
   2. Verify that all required system ports are opened on the node. See System Ports.

2. Review the Desktop Requirements.

   NOTE: Designer Cloud Enterprise Edition requires the installation of Google Chrome on each desktop. Additionally, two plugins must be enabled and of sufficient versions to properly use the Photon running environment.

3. Review the System Dependencies.

   NOTE: If you are installing on node without access to the Internet, you must download the offline dependencies before you begin. See Install Dependencies without Internet Access.

4. Acquire your License Key.

5. Install and verify operations of the datastore, if used.

   NOTE: In some cases, access to the Hadoop cluster is required.

6. Verify access to the server where the Designer Cloud Powered by Trifacta platform is to be installed.

7. Databases: Initialize the Alteryx databases in the Postgres environment. See Set up the Databases.

8. Hadoop: Additional steps are required to integrate the Designer Cloud Powered by Trifacta platform with Hadoop. See Prepare Hadoop for Integration with the Platform.

Installation

1. Install Dependencies

For CentOS or RHEL with Internet access

Use the following to add the hosted package repository for CentOS/RHEL, which will automatically install the proper packages for your environment. 

# 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

Use the following to add the hosted package repository for Ubuntu, which will automatically install the proper packages for your environment. 

Then, execute the following command: 

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

Install dependencies without Internet access

You may also download the dependency bundle with your release directly from Alteryx Inc. For more information, see Install Dependencies without Internet Access.

Special instructions for Ubuntu installs

These steps manually install the correct and supported version of the following:

• nodeJS
• nginX

Due to a known issue resolving package dependencies on Ubuntu, please complete the following steps prior to installation of other dependencies or software. 

1. Login to the Alteryx node as an administrator.

2. Execute the following command to install the appropriate versions of nodeJS and nginX.

   1. Ubuntu 14.04:

      sudo apt-get install nginx=1.12.2-1~trusty nodejs=6.12.2-1nodesource1

   2. Ubuntu 16.04 

      sudo apt-get install nginx=1.12.2-1~xenial nodejs=6.12.2-1nodesource1

3. Continue with the installation process.

2. Install JDK

By default, the  Alteryx node uses OpenJDK for accessing Java libraries and components. In some environments, basic setup of the node may include installation of a JDK. Please review your environment to verify that an appropriate JDK version has been installed on the node.

The following commands can be used to install OpenJDK. These commands can be modified to install a separate compatible version of the JDK.

Centos/RHEL:

sudo yum install java-1.8.0-openjdk-1.8.0 java-1.8.0-openjdk-devel

Ubuntu:

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

JAVA_HOME:

By default, the JAVA_HOME environment variable is configured to point to a default install location for the OpenJDK package. 

The property value must be updated in the following locations:

1. Edit the following file: /opt/trifacta/conf/env.sh

2. Save changes.
3. Edit the following file: trifacta-conf.json

4. Update the following parameter value:

   "env": {
     "JAVA_HOME": "/usr/lib/jvm/java-1.8.0-openjdk.x86_64"
   },

5. Save changes.

3. Install and configure Alteryx databases

The Designer Cloud Powered by Trifacta platform requires installation of four Postgres databases. 

Use the following command to check for other instances of Postgres on the Alteryx node:

grep -e '^\s*PGPORT.*=' postgresql postgresql-9.3

If the output indicates other instances, you may have to remove it or change the port used by the Designer Cloud Powered by Trifacta platform instance. For more information, see Check for Other PostgreSQL Instances. 

If you have not done so already, you must install and configure the Postgres database used to store Alteryx metadata. See Set up the Databases.

4. Install Alteryx package

For CentOS or RHEL

Install the package with yum, using root:

sudo yum install <rpm file>

For Ubuntu

Install the package with apt, using root:

sudo dpkg -i <deb file>

The previous line may return an error message, which you may ignore. Continue with the following command: 

sudo apt-get -f -y install

5. Verify Install

The product is installed in the following directory: 

/opt/trifacta

6. Install License Key

Please install the license key provided to you by Alteryx Inc. See License Key.

7. Store install packages

For safekeeping, you should retain all install packages that have been installed with this Alteryx deployment.

Configuration

After installation is complete, additional configuration is required.