Basic workflow

This book is roughly organized according to the administrator workflow. This section summarizes the basic workflow for setting up, configuring, and managing Helix Server.

  1. Set up the environment in which you will install Helix Server.

    Review installation pre-requisites in Planning the installation.

  2. Download and install Helix Server.

    See Installing the server.

  3. Start the server.

    See the appropriate section on starting the server in Installing the server.

  4. Execute the p4 protect command to restrict access to the server.

    See When should protections be set?.

  5. Configure the server.

    Basic configuration includes enabling distributed versioning if needed, defining depots, defining case sensitivity and unicode, managing client requests, configuring logging, and configuring P4V settings. See Configuring the server.

  6. Define additional depots if needed.

    See Working with depots.

  7. Add users if they are not automatically added on login.

    See "standard users" under "Types of users" in the p4 user topic of Helix Core Command-Line (P4) Reference.

  8. Secure the server: set up secure client-server connection. Set up authorization and authentication.

    See Securing the server.

  9. Back up the server.

    See Securing the server.

  10. Monitor server performance and resource use.

    See Monitoring the server.

  11. Manage the server and its resources: changelists, users, code sharing, disk space, and processes.

    See Managing the server and its resources.

  12. Tune the server to improve performance.

    See Tuning Helix Server for performance.

  13. Customize Helix Server by extending job definitions.

    See Customizing Helix Server: job specifications.

  14. Customize Helix Server using trigger scripts.

    See Triggers and extensions.