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Version 1

Overview

The Yellowfin application installer provides a traditional installation file that can be used on premises or on the cloud, via Linux, Windows and MacOS. 

Before you begin the installation process, make sure you have followed the pre-requisites explained in detail on the Install And Deploy Yellowfin wiki page. This includes information about license file options and the download location of the application installer. Make sure you have downloaded the installer for your operating system before beginning these steps.

The installer will provide a series of prompts for information and confirmations. These are:

Once you've provided the required information, the installer will indicate the progress of the installation until completion.

Additional content pack details

You can select the optional content packs to install. We strongly recommend that you install all content packs if you're installing Yellowfin in an evaluation and training setting. The available packs include:

PackDescription

Core

This is the core software for Yellowfin that must be installed. This is the minimum package required during installation. 

Tutorial Content

This content pack contains Ski Team sample data, views, reports and dashboards that are used in the Yellowfin training and help documentation. This is particularly useful if you haven't used Yellowfin before.

World Countries Pack

This GeoPack provides selected geographic data for every country on Earth. It includes a metric for country population estimates as of 2005.
Note: Several of the national borders contained in this pack are disputed.

US ZIP Code Pack

This GeoPack provides selected geographic data for states, counties and zip codes in the United States. It includes census-derived demographics for population by age, as well as various demographics for area income, labour force and unemployment.

Note: Due to the US Census Bureau's method of converting zip codes to areas there is not 100% correlation of postal zip codes to census collected data. As a result, there are zip code level land areas for which no data is available.

General configuration details

ConfigurationDescription
Web Server Port

Set the port number for Yellowfin to listen for web browser requests. By default, all web browsers send requests using port 80.

If there are no other web servers on the machine that Yellowfin is being installed on, you can accept the default port number of 8080.

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. Therefore, the port number must not currently be in use by any other application on the machine. Port numbers like 8080, 8081 and so on are typically good candidate port numbers.

Windows Service

Check this box to install Windows Service on the server. This means that it will automatically start up whenever the Windows Server is booted and save having to be manually started.

Note: this option will only appear during installation on a Windows platform.

Application MemorySpecify a memory size (in MB) that should be used by Yellowfin. Yellowfin should be configured to use at least 2GB of memory. By default, the installer will allocate 75% of the system's memory to the Yellowfin, but this size can be changed here.

Database details

The database details required during installation are for the database that stores all the Yellowfin content definitions, configuration information, and event details (ie, not your report data). This database can be created before the installation or the Yellowfin installer can create it for you.

Database Server Location

Server Host

Enter the network address of the database server hosting the Yellowfin database. If the Yellowfin database is on the same computer as the Yellowfin application, enter localhost.

Server Port

Enter the network port number of the database hosting the Yellowfin database.

Database Name

Enter the name of the Yellowfin database. If one doesn't exist, enter a new name.

Create New Database

If the above database does not exist on the database server, tick this option to allow the Yellowfin installer to create a new database to host the Yellowfin database using the database name entered above. When you check this checkbox, the Administrator User section will appear on the screen for you to add these existing details so that Yellowfin is granted access to create the new database.

Authentication Details

Authentication

This configuration is specific to Microsoft SQL server. Choose how the database users should be authenticated. Options include:

  • SQL server authentication
  • Windows authentication

Logon Domain

If Windows authentication is selected, specify a logon domain.

Database User

Username

Enter the name of the database server user account that has access to the Yellowfin database. This database user must have full read and write permissions to the Yellowfin database.

Password

Enter the password of the database server user account that has access to the Yellowfin database.

Confirm Password

Re-enter the password of the database server user account that has access to the Yellowfin database. (This is only required if creating a new user.)

Create New User

If the above database user does not exist on the database server, tick this option to allow the Yellowfin installer to create a new database user account to access the Yellowfin database. When you tick this option, the Administrator User section will appear on the screen for you to add these existing details so that Yellowfin is granted access to create a new user.

Administrator User 

This section appears if you check the checkbox for Create New Database and/or Create New User.

Username

Enter the name of the existing database server user account that has administrator-level access to the database server hosting the Yellowfin database.

Password

Enter the password of the existing database server user account that has administrator-level access to the database server hosting the Yellowfin database.

Installation path 

The Yellowfin application installer will suggest an installation path. It should be suitable for most installations, but please consider the following points before using the default.

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


Install Yellowfin

The steps below cover the full installation process.

  1. Open the application installer file (the .jar file for MacOS or Linux, or the .exe file for Windows: see Install And Deploy Yellowfin for further details)
    The Language Selection prompt for the installation process will be displayed
  2. Select your preferred installer language from the dropdown, then click on the Next button to display the Yellowfin Installer, with a list of environment tools required before installation
    The icons on the left indicate where you are in the installation process
  3. Ensure you have installed the required supporting software listed, then click on the Next button to continue to the terms and conditions

    The Yellowfin end-user software agreement is also available as a PDF for download 
  4. When you have read and understood the terms, click on the I accept the terms of this licence agreement radio button, then click on the Next button
    Apart from the core application, a number of content packages are available for installation
  5. Check any of the boxes for any content packages you wish to install, then click on the Next button
    You will be prompted to locate your license file

    If you haven't already received a Yellowfin license, learn how to request a license here
  6. If you're waiting on your Yellowfin license, leave the box blank and add it later (see the License Management page); otherwise, click on the Browse button to locate your downloaded license file
  7. Click on the Next button to continue to the General Options section of the installer
    If you're installing onto Windows, the Windows Service option will be added

    If you're installing onto Mac OS or Linux, the Windows Service option is not displayed
  8. Either accept the defaults, or refer to the table above for more information, then click on the Next button
    The Yellowfin Database Details section will be displayed
  9. Click on the dropdown to select your database type: based on your choice, the installation steps from here may differ (some drivers are included with Yellowfin and some are not — see the Install And Deploy Yellowfin page for full details)
    If you've chosen a database that Yellowfin doesn't include drivers for, you will be prompted to locate your driver files
  10. Select any driver files using the Browse button, if prompted
  11. Click on the Next button to continue adding more database details
    This screen won't appear if you chose the database type HSQLDB (Embedded - Not for Production) from the list, and might contain slighty different options for different database types: this screen shows the PostgreSQL options
  12. Using the table at the top of this page for reference, fill in the fields (here's an example)
  13. Click on the Next button
    The installer will ask you if you'd like to validate your credentials
  14. Select Yes to validate or No if you're sure your credentials are correct (we recommend you select Yes)
    If you chose to validate and it was successful, the installer will display a confirmation message
  15. If the confirmation message is displayed, click on the OK button to continue
    The installer will ask where you'd like the Yellowfin application to be installed
  16. If you don't wish to accept the default location (see the Installation path section for more info), use the Browse button. to select a different location
  17. Click on the Next button, which will display a prompt to confirm the directory location
  18. Click on the OK button
    The Yellowfin installer will begin the installation process (the time it takes depends on your hardware capacity and the packs you selected for installation)

    The Yellowfin installer will display the Installation Complete screen if the installation is successful: it contains some useful information

  19. If you do not see this screen, contact your Yellowfin representative or contact Yellowfin Support, or see the Troubleshooting section below

  20. If you do see this screen, take note of the information provided on this scree that provides details of how to start the Yellowfin application, and the information you need to log in to Yellowfin from a web browser
  21. Click on the Done button to complete the installation process


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


What next?

Now that Yellowfin is successfully installed on your machine, it's time to deploy. Visit the Deploy Yellowfin page for full details and instructions for a first-time deployment of Yellowfin and the minimal configuration needed.


Troubleshooting

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

As mentioned previously, a log is kept of the database installation and can be found in $INSTALL_DIRECTORY\uninstall directory.

The most likely problem will be the incorrect setting or misspelling of the parameters entered in Step 7 Configure the Database Connection and User parameters eg. database name, port, IP address etc.

Customers using Microsoft SQLServer or Microsoft MSDE should ensure that the IP addresses and configuration are consistent with the parameter values entered. The Microsoft program svrnetcn.exe (SQLServer Network Utility) can be used to check that the SQLServer IP stack (including the JDBC port number) has been configured correctly. It can be used for both SQLServer and MSDE.

Example

Network error IOException: Connection refused: connect()
This error means that the installer cannot connect to your MS SQL server instance. This error occurs before authentication takes place. This means that either:

  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 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.


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:

  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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