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Installing Yellowfin

Once you have all the required software and files components ready, initiate the installation process.

Note

See here for a list of prerequisites required to begin installation.



Step 1: Run Installer

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Run the Yellowfin installer as an administrator from its copied location.


  • On a Linux or Mac OS X platform, run the .jar file to start the installer. (As shown in the example image.)
  • On a Windows platform, run the .exe file to start the installer.



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After providing the details, click on the Next button. You will have the option to get your database connection details validated. Click Yes if you wish to do so to confirm a successful connection, otherwise choose No. Proceed to the next step.


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Step 10: Installation Path

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Define the installation directory for Yellowfin. This will default to different directories based on the operating system you are installing to. For example, C:\Users\Administrator\Yellowfin 8.0.

You can change the default installation directory by directly typing in a new path, or using the Browse button to navigate the file system.

When you have chosen your installation destination, click the Next button to continue.

Notes:

  • If the installation path does not exist just enter the required installation path and the installer will create the directory.
  • If you select an installation directory in the path C:\Program Files then the Yellowfin application must always be run as an administrator.
  • Windows users installing into a 64bit version will need to ensure they choose a path outside of the Program Files directory.
  • Choosing an installation path without space or punctuation characters will make future advanced configuration easier.


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This screen will be displayed at the end of a successful installation of the Yellowfin Application Server. If you do not see this window, contact your Yellowfin representative or contact Yellowfin Support.

Take note of the information provided on this screen. This includes details of how to start the Yellowfin application, and the information you need to log in to Yellowfin from a web browser.

Click the Done button to complete the installation procedure.


Note

An uninstall function has been created for you under the directory nominated in the database selection step.




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Directory Structure

The Yellowfin directory structure will be created at the specified location after a successful installation. Click here to learn about the folders and files present in your Yellowfin the directory structure.




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Troubleshooting

Most problems related to the Yellowfin application server installation relate to database connectivity and administration issues.

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  1. Database Server Name: This will probably be the "localhost".
  2. Database Server Port: This should be 1433.
  3. Database Name: This is the name of the database you want Yellowfin to install to. This should be "yellowfin". This is used for Yellowfin configuration and operational data. It is not the database you wish to report off.
  4. Create Database: Click this to create the new Yellowfin database. We suggest removing the Yellowfin database if your installation failed previously.
  5. DBA User: This could be "sa".
  6. DBA Password: This could be "sa".
  7. Reports UserId: Set this to "yellowfin_user".
  8. Reports UserId password: Set this to "yellowfin_user" or whatever you prefer.
  9. Create user id: Check this checkbox.


Contact Support

If the above posts do not solve the issues you're experiencing, please send an email to support@yellowfin.bi with a clear description of the issue, along with the following:

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Previous topic:  Installation Prerequisites


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Next topic: Post Installation


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