Getting started with Helix Core for administrators

If you are the Helix Core administrator, you need to install Helix Core Server, configure it, work with versioned files, and set up end users.

Complete the following steps to set up Helix Core for your team:

  1. Before you start, learn about assumptions and requirements for installing Helix Core Server.

  2. Download and install Helix Core Server for Windows or for Linux.

  3. Download and install client applications.

    Download and install Helix Core Visual Client, called P4V for short. As part of P4V installation, you will also install the Helix Core Visual Admin Client (P4Admin). You will use P4V and P4Admin to configure security and add users.

  4. Configure an administrative user for P4V for Windows.

    If you installed Helix Core Server for Linux, you configured an administrative user as part of installing the server. If you installed Helix Core Server for Windows, you need to complete a few more steps to configure an administrative user.

  5. Configure security.

    Configure password security, restrict creating users to the administrator, and restrict viewing the list of Helix Core users to the administrator.

  6. Configure a game engine (optional).

    If you need to set up Helix Core Server for Unreal Engine or Unity 3D, set up a game engine. If not, create a stream depot.

  7. Create a stream depot.

    A depot is the highest level of organization on a Helix Core Server. Create a stream depot, which is a container for streams.

  8. Create a mainline stream.

    Streams are the preferred way to handle branching and merging in Helix Core. They provide a framework to manage concurrent development and track relationships visually across branches. You must create at least one stream for each depot you create.

  9. Create a workspace.

    A workspace is a crucial link between a stream and a team member’s device. It provides access to the files you need to work on. Every Helix Core user on your team will create one or more workspaces, making them an essential part of your version control workflow.

  10. Add and work with versioned files.

    Add new files to your workspace to submit to the Helix Core Server and edit files already under version control.

  11. Add users.

    Before end users can work with assets in Helix Core, you must create and configure users.

  12. Onboard your team.

    Send credentials and a link to Getting started with Helix Core for end users to your team.

What's next

Next, learn more about assumptions and requirements for Helix Core installation.

Go to Step 1: Before you start.