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Data Source Details

The detail section contains metadata that assists users select the right source and view for their reports.

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1. Select you connection method. Generally this will be JDBC.
   Note: Some data sources such as Access and Lotus Notes will require an ODBC connection. Please refer to specific Connection documentation for non-standard SQL data sources.
2. Select a Database from the list. You can either select the database you are using or choose a ‘Generic JDBC/ODBC Data Source’ from the list. Yellowfin recommends that you choose the database you are using from the list unless you need to add extra parameters to the end of the connection string. The generic options allows for this.
3. If you have chosen the non-generic option, fill in the Host, Port, Database Name, Username, Password, and any other options required, then proceed to the Connection Management section below. Otherwise, continue with these steps:
4. Select a driver appropriate for your database type.
   Note: If the appropriate driver, for your data source, is not in the list then you will have to:
   1. Copy the JDBC driver into the yellowfin\appserver\webapps\root\web-inf\lib directory
   2. Restart Yellowfin
   3. If the DB Name is not in Yellowfin's list you will need to edit the web.xml file found in: yellowfin\appserver\webapps\root\web-inf

   4. Locate <param-name>JDBCDrivers</param-name> in the file, and add your driver to the list, for example:

      Code Block
      xml xml
      <param-name>JDBCDrivers</param-name> <param-value> com.ddtek.jdbc.openedge.OpenEdgeDriver, <!-- New driver added to list -->

   5. Save your changes and restart Yellowfin.
   6. You should now be able to locate your driver using the Generic JDBC Data Source option
5. Define the Database URL: The connection string is of the format:
   jdbc:<db driver string>://<host>:<port>/<database>
   where the <db driver string> is the specified driver string for the db, <host> is hostname or IP address, <port> is the TCP/IP port that the database listens on and <database> is the database you are attempting to connect to.
6. Insert the username and password for the Yellowfin to connect to and access the database. Your password will be encrypted when stored in the Yellowfin repository.
7. Select your Schema – the scheme is used internally to partition tables within the database. Select the appropriate schema for the Yellowfin user.
8. To test the connection, click the ‘test connection link’. If successful a connection succeeded message will be displayed. You should also see a list of tables found using the selected database schema.
   

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For more information about the Sun JDBC-ODBC driver please visit: http://java.sun.com/j2se/1.5.0/docs/guide/jdbc/getstart/bridge.doc.html

Note: You can also consider using 3rd party JDBC-ODBC bridges that have been optimised for the database you wish to connect to. Please see the installation manual for more details.

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To disconnect from a source database you can make a connection unavailable. This is useful if the DBA of the source database requires all connections to that database to be closed. Select unavailable from the connection management options.

Note: Whilst the connection is closed users will not be able to edit or add views or run any reports from the source.

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Some databases require specific configurations for JDBC connections to be successful. These issues and the resolution of them are outside the context of this guide. Please refer to the forum (http://www.yellowfinbi.com/YFForum.i4) for information on your specific database, for example: Access, Progress and Lotus Notes.