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Overview

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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.

Steps

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1. Click the Administration 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, for this tutorial we will click on the Source Systems & Views short cut though.

You will see a table containing a list of source connections and a table with folders containing views of those source connections.

2. Click the Ski Team Link in the Data Source and Connections table. This will open the connection details page.

3. You will see all the connection parameters required for a source connection.

See [Source Connection Parameters] for more information.

4. To test how the connection works make a slight change to the database URL and click the Click here to test connection link. The connection should return a failed message.

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.



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