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Prerequisites


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Yellowfin requires that the customer has installed the following products prior to installing the Yellowfin product:

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The server hosting the Yellowfin application MUST have Java 7 or higher installed on it. The Java JRE is sufficient for this purpose. Refer to the Sun Oracle web site for download and installation instructions (http://www.java.sun.com)oracle.com/technetwork/indexes/downloads/index.html#java).

Database

The database software which will contain the Yellowfin database should already be installed. Suitable jdbc JDBC drivers to enable the database to communicate with the Yellowfin application should also be installed. It is not necessary for the database server to reside on the same machine as the Yellowfin application. 


Installation Steps


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Yellowfin is provided as a java Java archive file called Installer.jar. Copy the file to a temporary directory on the server onto which the application is to reside.

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The welcome screen is the first screen in the installation process. It mentions installation pre-requisites and other information. Click the Next button to continue, or click the Quit button at any time to exit the installation process.


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Terms & Conditions

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The terms and conditions page lists the Yellowfin Software License agreement.

When you have read the license agreement, check the "I accept the terms of this license agreement" radio button to agree and click the next Next button to continue.


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Required Components

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You will have to install the core software for Yellowfin but you do have the option of installing the tutorial database, sample usage reports, and Language language translation files.
Click the next Next button to continue.


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License File

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The Yellowfin Installer will ask for a licence license file. You will have received a licence license file that uses computers the computer's host name. This will be delivered to you as a .LIC file.

Select the licence license file from your file system using the browse Browse button. Once selected, click the next Next button to continue.


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This screen enables you to select the application server port that Yellowfin will listen to for HTTP requests. As per standard internet conventions it will default to port 80. If there are already web servers installed on the machine that Yellowfin is being installed on, then there may be port clashes and Yellowfin will fail to function correctly.

Select a port number which is not in current use by a Web Server web server on the machine. Port numbers like 8080, 8081 and so on are good candidate port numbers. If there are no other web servers on the machine that Yellowfin is being installed on, accept the default port number of 80.

This screen will also enable you to install Yellowfin as a Windows Service on the server (if installing on Windows). This will mean that it will automatically start up whenever the Windows Server is booted and save having to be manually started.

Once you have selected you your port, click the next Next button to continue.


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Choose the database that you wish to install the Yellowfin Repository database into.

You will be able to select from: DB2, Oracle, PostgreSQL, Progress, SQLServer / MSDE.

Based on your selection the next few steps will vary. Click the next Next button to continue.


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As an example, if you selected Microsoft SQL Server, these are the options you would have to populate in order to set up the Yellowfin Configuration Database. This is the database that stores all the Yellowfin content definitions, configuration information, and event details. Once a successful connection is made to the database, proceed to the next step.


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Installation Path

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You will have to define the installation directory for Yellowfin. This will default to different directories based on the operating system you are installing to.

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

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

Note: Windows users installing into a 64bit version will need to ensure they choose a path outside of the Program Files directory.


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This screen will enable you to observe the progress of the software installation. Depending on the server hardware and software capacity, this could take a few minutes.

You will be able to click next Next to move to the next window once the installation is complete.


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This screen will be displayed at the end of a successful installation of the Yellowfin Application Server.

Note: an An uninstall function has been created for you under the directory nominated in Step 7the database selection step. Select the Installation Pathinstallation path.

If you do not see this Windowwindow, contact your Yellowfin representative or contact Yellowfin Support.

Click the Done button to complete the installation procedure.


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Directory Structure

Click here to learn about the folders and files present in your Yellowfin directory structure.

 

 



Troubleshooting

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

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  1. SQL Server is stopped on the server you are trying to connect to.
  2. The connection details you entered were incorrect.
  3. You have a network problem that stops the computer you're running the installer on from connecting to the SQL server host (Unlikely unlikely if you are connecting to your localhost).

Verify these settings on the Configuration DB Parameters screen on the installer.

  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.

Additional Resources

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  1. Screenshots (if applicable)
  2. YellowfinInstallLog-date.log (this can be found in the Yellowfin directory)
  3. All log files found in Yellowfin\appserver\LOGS (if you have any)

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