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Signals Set Up

Signals license

Yellowfin Signals requires a separate license. The specifications of the license will depend on the number of Signals users and the size of a client’s clustering infrastructure. 


Server requirements

See our recommended server size for Yellowfin Signals in the server specification guide.


Cluster set up 

Although not required, we recommend deploying Yellowfin Signals in a clustered environment. To learn more about setting up a Yellowfin clustering infrastructure, see our guide here.




Signals Role Functions

 Ensure that you have the correct role functions enabled to use Signals. There are three types:


Role function

Description

Signals Consumer

Allows users to receive and explore Signals.

Configuration

Allows users to configure Signal settings in the View Builder.

Distribute SignalAllows users to share Signals.


How to enable/disable these functions:

  1. Navigate to the Admin Console (left side menu > Administration > Admin Console).
  2. Expand Roles and select the user role for which to update this functionality.
  3. At the functions page, expand the Signals tab and enable the functionality you wish to grant to the user.



  4. Then click Save to ensure that this setting is saved.
  5. All users assigned these roles will then be able to perform Signals related functionality. However, active users will first need to log out of the system and then back in again for this to take effect.





The Signals workflow

Once you have set up your system, you will be ready to use Signals. Here’s a quick overview of the steps that will be involved. Each of these are covered in detail in the following sections.

  1. To generate Signals, you must first configure a Signal analysis job in the View builder. The configuration involves a scheduled job for generating Signals. You can change this schedule or even run a Signals schedule on the spot via the Schedule Management section.
  2. Once a Signals job has executed, any Signals that were generated and are relevant to you, will appear in your Timeline and email (this is true for all users who have access to the View, the correct Signals role functions, and are included in the Signals set up). Open the alert to explore them.
  3. You can also view all the Signals generated in the Signals List page in your main navigation menu.
  4. Open a Signal to examine and interact with it. See this section to discover more.




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