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Use this tutorial to connect to and use Yellowfin on your iOS device.

 

Download and Install the Yellowfin App

You can download the Yellowfin app from the Apple App store:

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Set Up a Connection

Here's how you can set up a connection to your Yellowfin instance

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on your iOS device.

 

  1. Open the Yellowfin App.
  2. Tap on the main menu icon in the top-left corner.
  3. Choose Connections.

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  4. Tap on the Add button in the top-right corner.

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  1. Next, you need to provide details of your Yellowfin instance. Use the following table to understand each of the connection fields:

    Field nameDescription
    Connection name

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  1. Name the connection to your Yellowfin instance.
    User name

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  1. The user name or email address of your Yellowfin account.
    Password

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  1. Your account's password.
    Server address

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  1. The IP address of your Yellowfin instance.

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  1. OrganizationThe client reference ID, to identify a specific client organization in case of a multi-client set up

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  1. .
    Connection timeout

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  1. Establish a connection timeout limit.

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  1. To test out your connection,

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  1. tap on the Test button. You should see a success message if a connection was established with your Yellowfin instance

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  1. .

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  2. Next, tap on Save to save this connection.

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  3. A new connection setting will appear in the connection settings screen.
  4. To connect to this new connection, select its checkbox and then tap on Done

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  1. .

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  2. You will be taken to your home screen.

 

 

 


 

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Logging In

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Use this simple procedure to log in to

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your account.

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Note

You only need to log in to your app once. Your credentials will automatically be saved.

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(Note: This is in case you ever got logged out due to missing or incorrect credentials.)

  1. Open the app.
  2. Tap on the main menu icon in the top-left corner.
  3. Tap on the Login option.

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  4. Enter your login credentials in the login screen and tap on the Log In button.

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  5. A success message should appear

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  1. . Tap on OK.

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  2. You will then be taken to the home screen.
  3. Now you can get a

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  1. better understanding of the app screens, or directly jump

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  1. into managing your data.

 

 

 

 

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Related links:

Tour the iOS App

Performing Basic iOS App Functionalities

Managing Content on your iOS Device