The following information is only for administrative users. If you only need to use the integration from P4V to do your work, you do not need to install anything. See Working with Helix Core changelists and Helix Plan items to get started. Ask your administrator if you need help accessing the integration.
Before team members can use the Helix Plan Helix Core integration, an administrative user must install and configure the required components.
Requirements
- Helix Plan Web
- Helix Plan Server
- Helix Visual Client (P4V) 2021.1 or later
Installation and configuration tasks
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.
Perform the following tasks to install and configure the integration.
1. If Helix Plan Web is not installed, download, install, and configure it.
2. Configure and deploy the shortcut menu item to add changelists to Helix Plan items in P4V.
4. Provide team members with the information they need to use the integration.