Announcement
ABCRecent Activity
MarketPlace Solution Content
Business Rules may require changes to ensure compatibility with Platform v8.2 NET8 development framework and this includes Business Rules used in MarketPlace. As such, OneStream will be releasing solution version updates where Business Rule changes were required. Only the most recent version of the solution will be updated to be compatible with Platform v8. There are some solutions which will not be updated because they are either already compatible or they will be moved to OpenPlace or Sunset in 2024.The overview provided in the MarketPlace will indicate whether the solution is compatible with Platform v8.See the attachments for lists of solutions impacted, those which are not, and those that are being Sunset or moved to OpenPlace.
Dashboard: Combo box with bound parameter
Hi, I have set up a combo box that uses Bound List parameter "WfProfile_AssignedEntities" with defaul value WFProfile_AssignedEntities. Even though the default value is set, when I use it in the dashboard, it default to empty space and a drop-down where I need to pick up my workflow profile assigned entity. How can I make to show a workflow entity without needing to go in drop-down and pick up it from there?
How can I use a Business Rule to sort a Member List in alphabetical order?
Namespace OneStream.BusinessRule.Finance.XFR_MemberListAlphabetical Public Class MainClass '--------------------------------------------------------------------------------------------------- 'Reference Code: XFR_MemberListAlphabetical ' 'Description: Use a business rule to sort a member list in Alphabetical order ' 'Usage: This will put a member list of a dimension in Alphabetical order. ' Use the following on the cube view: ' E#Member.[Name of Business Rule, Name of List in Business Rule] ' e.g. E#Root.[XFR_MemberListAlphabetical, EntityAlphabetical] ' 'Created By: Robert Powers (put in XF Ref by John Von Allmen) ' 'Date Created: 5-24-2013 '--------------------------------------------------------------------------------------------------- Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, _ ByVal api As FinanceRulesApi, ByVal args As FinanceRulesArgs) As Object Try 'This will put a member list of a dimension in Alphabetical order. 'Use the following on the cube view: ' E#Member.[Name of Business Rule, Name of List in Business Rule] ' e.g. E#Root.[XFR_MemberListAlphabetical, EntityAlphabetical] Dim Memberlistname As String = "Ent_Sort" Dim MemberListstart As String = "E#[Total GolfStream].base" Select Case api.FunctionType Case Is = FinanceFunctionType.MemberList If args.MemberListArgs.MemberListName = Memberlistname Then Dim objMemberListHeader = New MemberListHeader( _ args.MemberListArgs.MemberListName) 'Read the members Dim objMemberInfos As List(Of MemberInfo) = api.Members.GetMembersUsingFilter( _ args.MemberListArgs.DimPk, MemberListstart, Nothing) 'Sort the members Dim objMembers As List(Of Member) = Nothing If Not objMemberInfos Is Nothing Then objMembers = (From memberInfo In objMemberInfos _ Order By memberInfo.Member.Name Ascending _ Select memberInfo.Member).ToList() End If 'Return Return New MemberList(objMemberListHeader, objMembers) End If End Select Return Nothing Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function End Class End Namespace
Platform v8+ Office Hours
The v8+ Office Hour Meeting is a new resource to inform and prepare customers and partners for a Platform v8+ upgrade! The Office Hour Meetings are staffed by OneStream subject matter experts having proficiency with: Customer engagement, Upgrade Process requirements, expectations, and migration environment provisioning OneStream IdentityServer (OIS) authentication ... now GA and standard technology for Platform v8 Smart Integration Connector (SIC) local data source integration ... now GA and standard technology for Platform v8 MarketPlace Solution impact, new release availability, and upgrade guidance Business Rule v8 (and .NET6) compatibility DLL file management and v8 (and .NET6) compatibility What Will Be Covered:This is a bi-weekly event for customers and partners to engage with subject matter experts focused in on OIS, SIC, MarketPlace Solutions, Business Rules, and 3rd party DLLs regarding v8. This is a live forum for general questions for those interested in v8 or in the early preparation phase of their upgrade to 8.0.0. What WillNotBe Covered:Specific questions for those performing upgrade activities in the migration phase. Please follow the normal Support ticket process for assistance with issues encountered during the v8 Upgrade migration phase - OneStream has additional resources ready to engage in specific v8 upgrade issues and questions. *The v8 Office Hours will be pre-scheduled and will occur bi-weekly on Thursdays. Each Office Hour meeting has a unique link and registration process. Guests will need to register for each Office Hour occurrence ahead of time to receive an invitation. * Click the corresponding Office Hour meeting link below to register your attendance. You will receive a Teams Meeting invitation in response to your registration: Thursday, May 16th @10am ET Thursday, May 30th @10am ET Thursday, June 13th @10am ET Thursday, June 27th @10am ET Thursday, July 11th @10am ET(Last Scheduled V8+ Office Hours, until further notice) We'll evaluate the Office Hour process and re-issue subsequent meetings accordingly. Stay tuned here. Keep in mind that you may post any general questions regarding the Platform v8 Upgrade Process in this Group's Forum. ThanksSmart Integration Connector (SIC) Content
Smart Integration Connector is OneStream's new standard for local data source integration to OneStream's Cloud. OneStream customers use local data sources to import data into OneStream or to facilitate drill through queries to satisfy data lineage inquiries. A Local Gateway Service, installed in your network on a Windows Server/VM, manages all credentials and files necessary for local data source connectivity. The Local Gateway Service establishes an outbound connection using Web Sockets to Azure Relay. With v8.0, OneStream is no longer supporting VPN connections. Transitioning from VPN to SIC is simple - both can co-exist for comparison testing. SIC is intended for self-service configuration. Learn more using the assets below: 1. This is a great SIC Intro Video (publicaly available) 2. OneStream Navigator contains a free self-paced SIC Course 3, The latest OneStream Smart Integration Connector documentation is attached.Data Processing and Performance - A comprehensive guide of tables, and design
Overview To maintain well performing application, one must understand how the underlying database works and more importantly its limitations. Understanding how a system works, allows designers and administrators to create reliable, stable, and optimal performing applications. This white paper is intended to guide the design of those optimal data processing strategies for the OneStream platform. First, this document will provide a detailed look at the data structures used by the stage engine as well as those used by the in-memory financial analytic engine, providing a deep understanding of how the OneStream stage engine functions in relation to the in-memory financial analytic engine. The relationship between stage engine data structures and finance engine data structures will be discussed in detail. Understanding how data is stored and manipulated by these engines will help consultants build OneStream applications that are optimized for high-volume data processing. Second, the workflow engine configuration will be examined in detail throughout the document since it acts as the controller / orchestrated of most tasks in the system. The workflow engine is the primary tool used to configure data processing sequences and performance characteristics in an OneStream application. The are many different workflow structures and settings that specifically relate to data processing and these settings will be discussed in relation to the processing engine that they impact. Finally, this document will define best practices and logical data processing limits. This will include suggestions on how to create workflow structures and settings for specific data processing workloads. With respect to data defining processing limits, this document will help define practical / logical data processing limits in relation to hard/physical data processing limits and will provide a detailed explanation of the suggested logical limits. This is an important topic because in many situations the physical data processing limit will accept/tolerate that amount of data that is being processed, but the same data may be able to be processed in a much more efficient manner by adhering to logical limits and building the appropriate workflow structures to partition data. These concepts are particularly important because they enable efficient storage, potential parallel processing and high-performance reporting/consumption when properly implemented. Conclusion Large Data Units can create problems for loading, calculating, consolidating, and reporting data. This really is a limitation of what the hardware and networks can support. Your design needs to consider this. But from this paper, I hope you can take away some options to relieve some of the pressure points that could appear.
How to set up Parcel Services - Batch reporting
3 MIN READ Do you have many users that you want to send information? And is this information based on data that is available in OneStream, for instance a periodic internal financial statement? Use Parcel Services to automatically distribute books and documents from OneStream. Parcel Services enables you to create packages (groups) that can be shipped to email lists or a file share. This can be done via a dashboard button, or fully automated using PowerShell scripting.
