5-Minute Client and Server Setup on Windows

In this video, we're going to show you how easy it is to setup the Helix platform by performing a full server installation and client configuration. You can easily deploy Helix on many different OS client server combinations, but we're going to use Windows for this example.

We'll start here at the downloads page on the Perforce website. All you need is the Versioning Engine and the Visual Client, P4V.

I already have both files downloaded and sitting on my desktop ready for install. For this sample setup, we are going to use our local machine as both client and server. To get started, I double-click on the versioning engine installer and begin walking through the screens.

On the initial "Select Features" screen, use the default selection of Server and no proxy or broker. For this simple setup you will not need a Proxy server for distributed development, or the broker to restrict commands.

Detailed application version info can be found by hitting this button, and the Space button will tell you how much room is available on the drives connected your machine. The server application is very small, but it will be helpful to know how much real estate you have for versioned files if you plan to store them on this machine.

The default port number of 1666 on the "Server Configuration" screen will work fine. Select Start and let the installer go to work.

When you see the completion screen, you are given the option to display the technical documentation page. We will leave this unchecked and select Finish.

If you are the administrator on the machine, Helix is installed as a service and starts immediately. If you're not, go to Control Panel/Administrative Tools/Services and start it manually.

Now that the server installation is complete, double-click on the P4V installer to begin the client setup. On the initial "Select Features" screen, just leave the default selections to load everything and hit Next.

On the next "Client configuration" screen, the default value of 1666 is fine since that is what we set for the server. The default text editing application will be "Notepad," and lastly, we have a spot to enter our user name. This is most useful if you were installing this client to log into an existing system. However, this is a brand new install of the server so we will ignore the name and setup a new account on our first login.

Now select Start to install P4V.

When you see the completion screen, hit Finish.

Now that all the installation tasks are complete, let's launch the client, P4V, and do a quick configuration. First we need to enter the server and port number. Since we are running the server and client on the same machine for this demo, I will enter localhost before the port number of 1666. If you are running the server on another machine, enter that hostname.

Next, we select New to setup a user account and enter our information. I'll enter john as my username and John Wakeman for the full name. Lastly, I'll enter an email and I'll leave the password blank.

Now we will setup an initial workspace. First, let’s create a new folder on our desktop to store the files we want to version. We’ll call it P4. Next we hit the New button to start configuring the workspace. First, we will shorten the default name just a bit. Then we will browse to the folder we just made and make it the root. This folder will be the location for all the files we want to version in Helix. Now, select OK to finalize the workspace setup.

To learn more about workspaces, checkout the Setting up Workspaces in P4V tutorial.

You now have a full Helix deployment setup to version all your files.

This concludes our walkthrough of a Helix installation. If you have any specific technical questions, please contact support@perforce.com.

Thanks for watching.


Course - Getting Started with Helix - Admins