1. Start the Helix Plan client.
The login dialog box opens.
2. Select the Helix Plan server to connect to. Use either the IP address or DNS name for the server. If you do not have this information, ask your Helix Plan administrator for help.
3. Enter the Port number for the server. The default port number is 50256. If you do not have this information, ask your Helix Plan administrator for help.
4. Click Connect.
You connect to the Helix Plan server. If updates for the Helix Plan client are available, you are prompted to download them. Helix Plan may restart automatically after updates are complete.
5. If you use multiple Helix Plan databases, select the Database to connect to
6. Enter your credentials. The available options depend on the Helix Plan server configuration.
- To log in using your Helix Plan username and password, enter your Username and Password and click Sign in.
- To log in using single sign-on (SSO) through your organization’s identity provider, click Log in with SSO. You are prompted to log in to the identity provider. Enter your credentials. If your login is successful, a Helix Authentication Service page opens in your default browser. Close it and return to Helix Plan.
- If only SSO login is available and you need to log in as the Administrator user, click Administrator login.
You are logged in and ready to use Helix Plan.