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Overview

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.

Create a Source Connection

1. Click on the Administration link in the main navigation bar and select the Admin Console option from the drop down menu.

2. From here you will need to expand the Data Sources section in the middle panel of the Admin Console. This will allow you to view a list of currently defined Data Sources in the system.

3. Click Add at the bottom of the list in order to create a new connection, or click the name of an existing connection to edit it.

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

See Source Connection Parameters for more information.

4. Provide the required connection parameters.

5. To test that the connection works click the Click here to test connection link. You should see a successful message.

6. Click Save to complete the Connection setup.

Further Information

For more information around the creation of Source Connections in Yellowfin see the Data Sources section of the wiki.