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Follow the instructions below to connect Yellowfin to an Oracle database.

Yellowfin does not ship with the driver required for this connection due to licensing/paywall reasons. You will need to manually upload the driver through the Plugin Manager.

  1. Click on the Create button and choose the data source option.

  2. Select the database option. 

  3. When the New Connection popup appears, provide a name and description for your Oracle database.

  4. Choose Oracle from the list of available database options. New configuration fields will appear on doing so. 


  5. Select the Include Schema in SQL checkbox to include the schema name when addressing database tables in SQL queries. 

  6. Specify how you want to connect by choosing one of the following connection methods:

    1. SID: Select this option if you want to connect with the Oracle SID, which is a unique name that identifies your Oracle instance/database.

    2. Service: Select this option to connect using the Oracle service name (TNS alias) and remotely connect to your Oracle instance. 

    3. TNSNAMES: This option should be selected if you want to connect by using the tnsnames.ora file.

      If connecting with a SID or service name, continue with the following steps, otherwise skip to step 10 if you have chosen to connect using the tnsnames.ora file. 

  7. Next, enter the name or IP address of the server hosting the database.

  8. The default port number for Oracle will automatically appear.

  9. Provide the name of the database containing the data that you require.

  10. Enter the value of the selected connection method (selected in step 6). E.g. if SID was chosen, provide the source ID number, or if TNSNAMES was selected, then provide the contents of your tnsnames.ora file.

  11. Select the Use Custom Fetch Size checkbox if you want a select number of data rows to be retrieved from the database after a query is executed. Specify the number of rows.

  12. Yellowfin will automatically select the correct JDBC driver to talk to your Oracle database.

  13. Enter the username and password of your database account.

  14. Once you have completed your connection information, you will have several options:

    1. Advanced Connection Editor: This will take you to the Data Source page in the Admin Console and allow you to edit all the advanced options available for your database.

    2. Test Connection: This will test the connection parameters you provided to ensure it can connect to your database. If the connection was successful, a message will appear.


    3. Create View: This will save your connection and get you started on creating a view based on it.

    4. Save & Close: This will allow you to save your connection and close the New Connection popup, returning you to the page you were on previously.

    5. Cancel: This closes the New Connection popup without saving your connection, returning you to the page you were on previously.

  15. We recommend testing your connection, and then saving it by clicking on the Save & Close button.

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