---
title: "Source Connection Parameters"
canonical: "https://wiki.yellowfinbi.com/space/USER73Plus/1376480/Source%20Connection%20Parameters"
format: markdown
---
> Macro (anchor)



> Macro (toc)

## Overview

When creating a new data source connection, you will need to first specify either the type of source you wish to connect to, or provide/select a third party connector to use.

![image](media://f64542ea-2edd-46ec-a5eb-33bf116fe0b6)

This page will be dedicated to exploring parameters available when connecting to a database.

> See [Third Party Connectors](https://yellowfin.atlassian.net/wiki/spaces/USER73Plus/pages/1379424) for or [CSV Data Imports](https://yellowfin.atlassian.net/wiki/spaces/USER73Plus/pages/1376592) for more information on other types of connection.

 

## New Connection Window

When creating your new database connection, you will be presented with a basic list of details to complete.

![image](media://be645941-180d-4b2a-abf7-0ed94d310676)

This will include;

1. **Name**
2. **Description**
3. **Database** **Type** (from the drivers you have available)
4. **Username**
5. **Password**

Once you have selected your database type, you will be prompted to complete options specific to your connection.

 

### Next Steps

When the basic connection details are complete you will need to choose how you wish to proceed.

![image](media://9d900bd3-5c52-4913-94db-08021eab12d6)

The following options may be available;

1. **Create View** - this will allow you to continue onto the New View window. See [Creating a View](https://yellowfin.atlassian.net/wiki/spaces/USER73Plus/pages/1376584) for more information.
2. **Advanced Connection Editor** - this will take you to the advanced options available for your connection, otherwise accessed via the Admin Console.
3. **Test Connection** - this will allow Yellowfin to test the connection information provided to ensure that the database can be reached.
4. **Save & Close** - this will allow you to save your connection and return to the page you were previously on.
5. **Cancel** - this will allow you to close the New Connection window without saving your connection.

 

## Advanced Connection Editor

In order to edit the advanced options of a new or existing connection you will need to access its connection details through either the [Admin Console](https://yellowfin.atlassian.net/wiki/spaces/USER73Plus/pages/1378827) or the [New Connection Window](#SourceConnectionParameters-NewConnectionWindow) options. From here you will have a range of options, split into the groups explored below.

 

### Connection Description

This section allows you to define the basic metadata for your connection; **Name**, **Description**, and **Tags**. These items should be descriptive as users will need them in order to identify the connection when building content.

![image](media://e4de21b9-42c9-42c3-b2c7-092296152fd7)

 

### Connection Settings

These are the connection parameters that need to be defined in order for Yellowfin to know how to access your database.

You will be presented with a list of parameters that relates to the type of database you have chosen to connect to, as each database may require different options.

![image](media://9f4b67e9-619c-4e91-bd44-7bde45a38be5)

 

### Connection Pool

The connection pool options allow you to specify the number of connections that can be open simultaneously, the refresh and timeout rates, and if a secondary connection pool can be used.

![image](media://1f10b8d1-fe92-49a6-a194-4db51124f979)

 

### Security

This section allows you to define who has access to this data source connection, and what they can do with it. 

![image](media://97ba7195-0b8c-4877-bcca-e69288afc2b0)

There are two main options available:

1. **Public**: allow all users with required role permissions to access and use this connection for view creation and freehand SQL reports.
2. **Private**: allow only specified users, with required role permissions, to access and use this connection for view creation and freehand SQL reports.

 

If you set the data source to **private** you will then need to define specific users, or groups of users, to have access to the connection. Each user can be assigned one of the following levels of access;

1. **Read**: allows users to see views based on this data source in the data sources and views page, and when creating a report.
2. **Update**: allows users to create, edit, or copy either a view or freehand SQL report based on this data source, as well as the above **Read** level of access.
3. **Delete**: allows the user to **Delete **this data source connection, as well as both of the above **Read** and **Update** levels of access.

 

### Access Filters

This list allows you to add new, and manage existing, access filters.

![image](media://3283c079-78a3-4c9d-83e4-09ecd42f7b78)

> See [Access Filters](https://yellowfin.atlassian.net/wiki/spaces/USER73Plus/pages/1376356) for more information.

 

### Usage Parameters

This section allows you to define some general settings related to the use of this data source.

![image](media://34210627-b368-4c22-a815-cc68c3cf3c53)

 

### Views & Content

This allows you to view a list of content that has been created based on this data source connection.

![image](media://fff2591c-4bcd-41c8-bc94-ed9005d0bf62)