To get started, download the Helix Plan Server installation files. Once you have saved the dmg file on your hard drive, double-click it and follow the instructions.
Review the system requirements before you install Helix Plan.
During the installation a guide will let you configure your administrator password and create a database.
To encrypt all data stored on the Helix Plan Server, use an encrypted disk. If you do not use an encrypted disk, some data related to Helix Plan on the server will remain unencrypted. Only the user running the server should have access to the database, installation, and backup folders.
Server install location
- Service name—The name of the service
- Run service as user—The user that will run the service. If the username you provided is not already associated with an existing user, Helix Plan will create one for you.
- Install directory—The directory in which you install the server
Server configuration
- Name—The name of the server
- Port—The port that will be used by the server
- Hostname—The server address
- Admin password—The server password. This is the password used to log in to the server administrator client and is used to perform administrative tasks such as backup and restore.
- Confirm password—Confirm password for the server
Database configuration
- Name—The name of the database.
- Admin password—The password for the Administrator user of the database. This password is used to log in to the Helix Plan client and perform administrative actions for this database.
- Confirm password—Confirm password for the database