Installing and configuring the Helix Plan web client

The following information is only for administrative users. If you only need to use the web client to do your work, you do not need to install anything. Ask your administrator for the URL and your credentials if you do not have them. Log in when you have this information. See Logging in.

Before team members can use the Helix Plan web client, an administrative user must install and configure the required components.

Installation and configuration

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 Helix Plan web client.

1. Add an SDK user in the desktop client. For more information, refer to Adding an SDK user.

2. (Optional) If you want to use the Helix Plan LDAP authentication integration to allow users to log in with their domain credentials, you need to update the LDAP settings. For more information, refer to Changing the LDAP authentication integration settings

3. Download and install Helix Web Plan for your platform:

You can also install Helix Plan Web with docker. For more information, see the Helix Plan Web docker installation documentation.

If you want to install Helix Plan Web on an unconnected device, you can also use docker. For more information, see Deploying on an unconnected machine.

4. Start a web browser and enter the Helix Plan web client URL to test the installation.

The URL includes the domain name or IP address to the host. For example, helixplan.mycompany.com.

5. Provide team members with the URL and login information so they can get started using the Helix Plan web client.