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Yellowfin allows you to connect to a number of different data sources, however, there is also an option to connect to a generic JDBC data source. This expands your data source connection options, as you can use this generic option to connect to a data source that is not certified by Yellowfin. Before doing so, ensure that you:

  • Import the driver through Yellowfin’s Plugin manager. Click here to learn how to do this.
  • If the above still does not work, then you must manually add the .jar file to the WEB-INF/lib folder. (<Yellowfin_deployment_folder>/appserver/ROOT/WEB-INF/lib)
  • Also, add the driver to the list of JDBC drivers in the web.xml file. (<Yellowfin_deployment_folder>/appserver/webapps/ROOT/WEB-INF/web.xml)

Continue with the rest of the instructions below to connect to the data source.

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

    Select Generic JDBC Data Source from the databases list.

  2. Fill in the configuration fields.

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

  4. Authentication Adapter: Specify an authentication method for the database adapter. More details Advanced Connection Editor.

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

  6. Choose the driver from the dropdown list to talk to your data source. (This is the driver that you imported through the Plugin manager.

  7. Enter the connection string containing information about your data source.

  8. 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.

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

  10. Toggle Advanced Settings to see more settings. 

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

    • Back: This will navigate to the database selection.
    • Cancel: This will close the New Connection popup.
    • Test Connection: This will test the connection parameters you provided to ensure it can connect to your database. If the connection is successful, an indicator will appear and you will be able to save the connection. 
    • Save: This will allow you to save your connection and navigate to the Success page:
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