Recent Content
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.
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.OneStream Identity Server (OIS) Content
OneStream IdentityServer is OneStream's new standard for cloud site authentication, facilitating direct SSO integration with any OIDC or SAML2P protocol Identity Providers. With OIS, customers may establish connections to multiple IdPs, leverage secure Native ID authenticaiton, and use Personal Access Tokens for REST API or VBA connections to OneStream. All customers adopting Platform v8 or higher will be integrated with OIS Authentication. Learn more using the following assets: 1. Intro to Identity and Access Management (including OIS) Video 2. Watch the Managing Personal Access Tokens (PAT) Video. 3. Watch the Managing OIDC Identity Providers Video. 4. Read the latest about OIS in the attached Identity and Access Management Guide.How to Ensure Your Business Rules Are v8+ Compatible and Updates to Workspaces
There are several substantial changes as part of v8 that can impact business rules and custom solutions. These are being driven by: The introduction of workspaces and associated security roles and xfproject changes. Adding Cube Views to workspaces. The expansion of locations where cube views can be created, managed, and stored. Transitioning the business rule compiler from .NET Framework 4.8 to .NET6 (.NET Core). The attached document represents the changes and lessons learned made by OneStream MarketPlace while addressing these changes for the ~50 solutions maintained on Solution Exchange.All about .NET ..... with your v8+ Upgrade
Let's talk .NET in non-technical terms and describe it's impact on OneStream Platform v8+ uprades. .NET is the development platform used by OneStream to build the Platform. Prior to Platform v8.0, OneStream used versions of .NET referred to as .NET Framework versions. The v7.x Platform release used .NET 4.8. The development of Platform v8.0 used .NET6, referred to as a .NET Core version. The .NET Core versions leverage modern development paradigms and are much faster! OneStream customers upgrading to Platform v8+ are observing performance improvements in memory intensive operations such as Consolidation processing, and several data loading / copying processes. The modern paradigms of .NET Core had an impact on OneStream Business Rule compilation - older syntax and library references that were not .NET Core compatible failed compilation. This required some minor updates to MP Solutions and customer created Business Rules. No sweat - a one time adjustment with your pre-v8 to v8+ Platform upgrade. OneStream plans to follow Microsoft's Long Term Support (LTS) release cadence for .NET Core versions - every two years. Platform v8.0 and Platform v8.1 used .NET6. The next two years of releases beginning with Platform v8.2, we will use .NET8. See the chart below: OneStream customers must ensure all desktop/laptops providing Windows Client access to OneStream have the corresponding version of .NET Desktop Runtime installed. With v8.0 and v8.1, we recommended version 6.0.14 or higher (within the 6,x line). With v8.2 (target late March 2024), we recommend version 8.0.2 or higher (within the 8.x line). Note: The OneStream Windows Client WILL NOT connect to a v8.0 or v8.1 Server without the existence of a version 6.x of the .NET Desktop Runtime. In other words, a .NET8 Desktop Runtime install isn't 'backwards' compatible. However, .NET8 and .NET6 Desktop runtimes may co-exist together and live in harmony 🙂 See the Microsoft .NET page for support dates and downloads. Notice that Microsoft has indicated an End-of-Service date for .NET6 at November 2024. After this date, Microsoft will not issue patches for issues related to .NET6. OneStream recommends maintaining compliance with Microsoft's .NET support dates - therefore customers running Platform v8.0 or v8.1 should plan an upgrade to Platform v8.2 or higher by the end of 2024. OneStream is targeting Platform releases in March, July, and November of 2024. Platform upgrades from v8+ to higher versions follow tranditional (simple!) upgrade processes. See the chart below to see the .NET6 End of Service impact: We hope this information provides you insightful background on all things .NET! If you have further questions or require clarification, feel free to add your comment in a reply below or you can always signup to attend OneStream's v8+ Upgrade Office Hours, staffed by several Subject Matter Experts!Customer v8 Readiness Checklist for Self-Hosted Customers
OneStream has produced av8+ Upgrade Readiness Checklist document to assist self-hosted customers with the v8+ Upgrade Process. The document is attached to this post. Cloud Customers will receive a customer-specific version of this document from their Customer Success Manager during the Preparation Phase of the Upgrade. The v8+ Readiness Checklist augment's the Platform Upgrade Guide and other content in this ONECommunity Gruop to highlight key upgrade activities. If you have general questions regarding the v8+ Upgrade Process, consider posting them in the Forum or register to attend a Platform v8+ Upgrade Office Hour meeting.
Platform v8 DLL Frequently Asked Questions (FAQ) - updated NOV-14
The attached Platform v8 DLL Frequently Asked Questions (FAQ) provides responses to questions regarding how DLLs are handled in v8.Feel free to contribute additional questions you would like to see answered in replies to this post. Updated NOV-14 with v1.2.
Platform 8.0.0 Release Features
Journal Workflow Enhancements General Ease of Use Enhancements Journal Workflow Enhancements Workflow Profile Security Settings There are two new journal security properties that control self-approval and self-posting. Users need the ability to approve/post journals submitted by other users, but should not always be allowed to approve or post their own. Property Name Description Prevent Self-Approval (t/f) If True, users can only approve journals submitted by another user within the Workflow. If True (include admins), this will apply to Administrators (anyone in the Administrator Group) in addition to the Workflow users. Prevent Self-Post (t/f) If True, users can only post journals submitted by another user within the Workflow. If True (include admins), this will apply to Administrators (anyone in the Administrator Group) in addition to the Workflow users. Workflow Profile Control Settings Property Name Description Require Journal Template (t/f) If True, users can only make journal entries using a template. The Create Journal button is disabled in the Workflow. Can Load Unrelated Entities (t/f) If False, users can only make journal entries to the Entities assigned to the Workflow. If True, Entity selection is determined in the journal entry (current behavior). Default is True. Copy Journals You can now copy multiple journals to multiple time periods directly from the Workflow rather than using a Business Rule. Validate Journals You now have the option to manually validate journal intersections when submitting or approving journals. This helps make the Journal Workflow more efficient as errors can be fixed earlier in the process rather than right before posting them. Additional Journal Enhancements 1.) You can now delete journals in bulk rather than one at a time. 2.) Enable UD Dimension Descriptions to display your UD descriptions in the journal's POV. Note: these are derived from the UD Descriptions under Application Properties. 3.) Member Descriptions now display in the journal's line items. This is applicable to all editable Dimensions (those located in your Dimension Library). General Ease of Use Enhancements Data Management and Form Template Copy & Paste Functionality You can now copy/paste Data Management Steps and Sequences as well as Form Templates. Note: This can be done within the same Group or across Groups. Data Management and Form Template Rename Functionality You can now copy/paste Data Management Steps and Sequences as well as Form Templates. Business Rule Confirm Undo The Business Rule editor will now prompt you upon clicking the 'cancel all changes since last save.'