Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Wiki Markup
{anchor:top}
h2. Overview 
{styleclass: Class=topLink}[top|#top]{styleclass}
In order for Yellowfin to retrieve results to populate reports a database connection must exist. This connection record provides Yellowfin with the location, user credentials, and logon method to be used in order to access your database.

Database connections must be set up in Administration, following the steps outlined below.

h2. Steps
{styleclass: Class=topLink}[top|#top]{styleclass}
{section}
{column:width=30%}
*1.* Click the {color:#357CB6}Administration{color} link on the navigation bar. This will open a shortcut menu. If you wish to go to the main Administration page, click on the General link, otherwise use a shortcut.

This will open the administration panel. On this panel you will see a number of administration options such as user management and category management.

If you haven't already, for this tutorial we will click on the {color:#357CB6}GeneralSource Systems & Views{color} short cut linkthough.

{column}
{column:width=70%}
!301SourceSystemsViews.png!
{column}
{section}

{section}
{column:width=30%}
*2.* Click on the {color:#357CB6}Source Systems & Views{color} link to access
you database connections.
You will see a table containing a list of source connections and atablea table with folders containing views of those source connections.	

*2.* Click the {color:#357CB6}Ski Team{color} Link in the Data Source and Connections table. This will open the connection details page.  
{column}
{column:width=70%}
!45.png|thumbnail,border=1!
{column}
{section}

{section}
{column:width=30%}
*3.* This will open the connection details page.  You will see all the connection parameters required for a source connection.  

bq. See [Source Connection Parameters] for more information.
{column}
{column:width=70%}
!56.png|thumbnail,border=1!
{column}
{section}

{section}
{column:width=30%}
*4.* To test how the connection works make a slight change to the database URL and click the {color:#357CB6}Click here to test connection{color} link.  The connection should return a failed message.  
{column}
{column:width=70%}
!6.png|thumbnail,border=1!
{column}
{section} 

{section}
{column:width=30%}
*5.* Now return the URL to its original state and test the connection again - this time you should see a successful message.

If you cannot reset the URL click the *Cancel* button at the bottom of the page to close the connection settings without saving your changes.

!cancel.png! 
{column}
{column:width=70%}
!7.png|thumbnail,border=1!
{column}
{section} 

\\
\\
{horizontalrule}
{styleclass: Class=topLink}[top|#top]{styleclass}