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Overview

Whether you're running Yellowfin from your laptop, the cloud or a server, the deployment process is the same. The first time you start Yellowfin, you will also need to configure some settings to match your environment. 

First-time deployment steps

Each of these steps is covered in the section below on this page.

  1. Start the Yellowfin application server (this will automatically start the database).
  2. Login with the default admin credentials. (and change your password).
  3. Configure the External Base URL.

Post-deployment steps

We highly recommend you spend some time learning more about Yellowfin before diving in with your data. The steps below contain links to other pages and sections within the wiki. Each link provides valuable information that will help you set up Yellowfin without the guesswork.

  1. Learn about log files and their contents.
  2. Learn about the Yellowfin directory structure.
  3. Learn what new users see when they first log in.
  4. Learn more about Yellowfin administration.


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First-time deployment procedure


Start the Yellowfin application server

Before you log into Yellowfin, you must start the Yellowfin application.

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You can stop the Yellowfin application server from a different file within the same directory. Find the  shutdown.bat file (Windows) or Shutdown.command file (Mac/Linux) and double-click on it to trigger the shutdown.

Windows - start the Yellowfin service

On Windows, you have an additional option of starting Yellowfin as a service. 

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Log in to Yellowfin

When the Yellowfin application server has started, you can use a web browser to go to the Yellowfin client login page. Yellowfin supports the following web browsers:

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Configure the External Instance Base URL 
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Setting the External Instance Base URL ensures that email links and JS API access to Yellowfin are enabled. 

  1. In Yellowfin, click on the menu on the left and click on Administration, then Admin Console, then Configuration

  2. Click on the Admin button at the top

  3. Click on General Settings and locate the field called External Instance Base URL
  4. Change the text from localhost to whatever your actual external URL is to access your instance of Yellowfin

  5. Click on the Save button in the top right corner

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Yellowfin is now minimally configured to run. Please see the list in the Post-deployment steps section above to learn about logging and other useful administration information.

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