Installation

Prerequisites
JRE

Yellowfin requires the server hosting the Yellowfin application MUST have Java 1.6 or higher installed on it. The Java JRE is sufficient for this purpose. Refer to the Oracle web site for download and installation instructions (http://www.java.com).

Database

We do ship with an embedded database HSQL for testing purposes only.

When using in production a real database should be used (e.g. SQL Server, MySQL). Suitable 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.

Now that you are prepped, lets start the install.

Yellowfin Licence

You should have already received a licence for your new installation.

If you have not received this, or did not apply, please go back to our home page and select 'Try it on your own data'. Also check your spam/junk folder.

Follow Installation Steps
1. Get the Latest Installer Package

Get the latest installer package (a link to this would have been included along with the licence email).

On Linux/Mac OSX run the 'yellowfin-<version>.jar' file to start the installer.

On Windows , you can run the 'yellowfin-<version>-full.exe' file to start the installer.

2. Language Selection

Before you can begin you will be asked to select a language for the installation process.

3. Welcome Screen

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.

4. Terms and Conditions

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 button to continue.

5. Required Components

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 translation files.

Click the next button to continue.

6. Specify the Yellowfin Licence File

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

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

Note: You can skip this step and upload the licence file after installation, after logging in.

7. Select General Options

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 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.

Using a Mac? Please check listening port requirements here.

This screen will also enable you to install Yellowfin as a Windows Service on the server. 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 port, click the next button to continue.

8. Choose the Database to Install Into

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

You will be able to select from a large list of major databases such as, DB2, Oracle, PostgreSQL, Progress, SQLServer / MSDE etc…

The HSQL database can be used for testing purposes, and does not require additional database configuration.

Based on your selection the next few steps will vary.

If you have chosen HSQL you can skip to step 9.

i If you have chosen SQL Server you will see this authentication box before the connection details.

Choose your database authentication mode and enter relevant details.

ii Choose your database option.


Since this is a new installation please choose 'Create new Yellowfin database'.

iii Choose either to create a new DB user (this will be used to connect to the Yellowfin DB only), or to use any existing database user. If you have chosen to use an existing user, please make sure they have full permissions to create and update a database against your database server.

iv You will need to now connect to your data base server.

Once you have entered all paramters hit 'Next'.

v Click 'Yes' to test the connection to make sure that it is valid.

If succesful you will get this confirmation box.

9. Installation Path

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 button to navigate the file system.

When you have chosen your installation destination click the 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.

10. Check the Installation Progress

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 to move to the next window once the installation is complete.

11. Short Cuts

This screen enables you to select the Windows Program Group that Yellowfin 'shortcuts' will be installed into.

Select the Program Group for the shortcuts by selecting the options from the List Box. You can override the name for the Program Group by entering a name in the text box at the bottom of the Window.

Select whether you wish the shortcuts to be provided to only the current user or all users by selecting either the 'current user' radio button or 'all users' radio button respectively.

Click the next button to continue.

12. Installation Completion

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

Click the Done button to complete the installation procedure.

Video on this Process