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Community Terms of Service
The Following are the Terms of Service for The OneStream Community. Use of the OneStream Community Site indicates you accept these terms and waive any further objections to these terms or future modifications thereto. PURPOSE OneStream Community is a peer-to-peer and direct support channel for people cultivating enterprise communities on the OneStream platform. It is a central for education and thought leadership on best practices, where we also ideate with customers directly on how to improve and extend the product platform. Enterprise communities are communities created by business organizations for their customers, partners, or other enthusiasts. Although this community is designed for OneStream customers, partners and employees, we welcome anyone with an interest in enterprise communities to participate in public areas. We expect all to observe the community rules of conduct set forth in these Terms of Service. CONDUCT You may not share the login credentials to your registered account with any other individual, entity, or organization. You may not use your registration membership (or allow anyone else to use your registration membership) to post or transmit: Content that is abusive, vulgar, obscene, hateful, fraudulent, or that discloses private or personal matters concerning any person. This includes language, information, or images. Content that is threatening, defamatory or abusive, either between forum members or directed towards a OneStream moderator, or a OneStream employee or manager. "Rants," "slams," or legal threats against OneStream or another company or competitor. Bigoted, hateful, or racially offensive comments. Political or religious statements or commentary. Off-topic comments not related to enterprise communities or the OneStream platform. Any material that you don't have the right to transmit under law (such as DMCA, copyright, trade secret, or securities) or under contractual or fiduciary relationships (such as nondisclosure agreements). Language that promotes illegal activity or discusses illegal activities with the intent to commit them. This includes any message that solicits or promotes the use of an illegal substance. Advertising, promotional materials, or other forms of solicitation including chain letters, pyramid schemes, class action suits, or charitable appeals. This includes advertising links in signatures. Any file or link to a file that contains viruses, corrupted files, "Trojan Horses," or any other contaminating or destructive features that may damage someone else's computer. Duplicate posts, spam messages, or posts repeated excessively on one or more boards. Messages designed to evade profanity or other filters. Personal phone numbers or addresses, or any other personal information (to protect privacy). Personal email addresses, private information such as social security numbers, or other contact information that is not your own, including, but not limited to OneStream employee's email addresses. Hyperlinks that lead to sites or content that violate any of the forum guidelines. Any message that impersonates another person or affiliation with an entity, including, but not limited to, OneStream In addition, our guidelines do not permit you to: Intentionally violate any other applicable law or regulation while accessing and using our site Interfere in any way with the operations in the forum or with a fellow user's message box, including but not limited to mail or "post" bombing, news bombing, other flooding techniques, deliberate attempts to overload a system and broadcast attacks, or attempts to avoid messaging blocking. Selling anything, plagiarizing content that is not yours, or circumventing security measures. Evading bans or suspensions or otherwise disregarding directions from OneStream moderators or administrators. OneStream moderators may, at their sole discretion, at any time and without prior notice remove any posted message or thread, delete content that violates these guidelines from posted messages, or ban your account for violating the above reasonable provisions. Please remember that you are responsible for all statements made and acts that occur through the use of your user name and password. If you recognize any violation of these guidelines, please notify us by using the "Report Inappropriate Content" feature in the Options menu of the message, or by contacting us directly at: onecommunity@onestreamsoftware.com Your use of the OneStream Community is subject to OneStream Terms of Use and privacy policy. For information on OneStream website disclaimer and OneStream privacy practices, please see the entire privacy policy at: OneStream Privacy Policy: https://onestreamsoftware.com/privacy-policy/ OneStream Terms of Use: __________________________________ COPYRIGHT INFRINGEMENT If you believe that work belonging to you has been copied onto the OneStream Community without your permission, please notify by sending a written notification of claimed infringement to: By mail: Legal c/o OneStream Software LLC 362 South Street Rochester, MI 48307 By email: ONECommunity@onestreamsoftware.com In accordance with the Digital Millennium Copyright Act, your notification must include: * A physical or electronic signature of a person authorized to act on behalf of the owner of an exclusive right that is allegedly infringed. * Identification of the copyrighted work claimed to have been infringed, or, if multiple copyrighted works at a single online site are covered by a single notification, a representative list of such works at that site. * Identification of the material that is claimed to be infringing or to be the subject of infringing activity and that is to be removed or access to which is to be disabled, and information reasonably sufficient to permit us to locate the material. * Information reasonably sufficient to permit us to contact the complaining party, such as an address, telephone number, and, if available, an electronic mail address at which the complaining party may be contacted. * A statement that the complaining party has a good faith belief that use of the material in the manner complained of is not authorized by the copyright owner, its agent, or the law. * A statement that the information in the notification is accurate, and under penalty of perjury, that the complaining party is authorized to act on behalf of the owner of an exclusive right that is allegedly infringed. USER PROFILE INFORMATION We may refuse to grant you, and you may not use, a screen name or email address that is already being used by someone else, that impersonates another person, that belongs to another person, that violates the intellectual property or other rights of any person, that is vulgar or otherwise offensive, or that we reject for any other reason, at our sole discretion. In consideration of your use of OneStream Community you agree that all information provided in your profile is accurate, true, current, and complete. OneStream may terminate your account if any of the information provided is found to be inaccurate, false, out of date, or incomplete. MEMBER GENERATED CONTENT The content found in the OneStream Community comes from a variety of sources, primarily from community members. OneStream makes no claims or representations as to the accuracy, completeness, or truth of any material submitted or found in the discussion areas. OneStream is not liable for any website links posted within the discussion areas; website links posted in the discussion areas may link to sites not administered or under the control of OneStream and users must open such links at their own risk. OneStream is not liable for any errors or delays in the content or transmission of postings on the site. Remember that you are responsible for your own decisions to act upon the information provided by community members. OneStream makes no guaranty of the confidentiality or privacy of any communication or information transmitted on the site, or any web-site linked to the site, or otherwise in connection with the services and OneStream will not be liable for the privacy of e-mail addresses, registration and identification information, confidential or trade-secret information. For any content contributed to the community, you grant a royalty-free and irrevocable right to OneStream to publish, distribute, or revise the content. UNAUTHORIZED USE If your user identification or password(s) is compromised, or if you become aware of any unauthorized use of your account or other breach of security, you are responsible for promptly notifying us. You can notify us by sending an email to onecommunity@onestreamsoftware.com AGE You must be 18 years of age or older to access the OneStream Community. LANGUAGE The language of the OneStream Community is English. MODIFICATIONS OneStream reserves the right to modify these guidelines at any time, effective upon posting of the modified guidelines on the forum.Goodbye, and thanks for all the fish 🙂
From May 1st, my role in OneStream will change significantly (for the better!); unfortunately, this means I will step down as Community Moderator. Over the last 20 months or so it's been a lot of fun, interacting with all of you on forums while trying to move OneCommunity forward in a few different ways. So fun, in fact, that I don't know if I will be able to restrain myself from posting anyway 😅 (as an ordinary onestreamer from now on, of course). The good news is that the community is large enough, nowadays, that on most days I already have nothing to do. There are plans in place to guarantee continuity for the behind-the-scenes tasks (handling abuse alerts, ensuring posts are filed on the right boards, etc), while a new moderator (or team of moderators) is appointed. akloepfer will always be around anyway, making things work quietly in the shadows. I will be at Splash next month, happy to talk about OneCommunity as well as anything else - except hockey, I really don't know anything about that. All the best, JackThe ALL-NEW OnePoints Program for Certification Extensions!
NOW AVAILABLE! The ALL-NEW OnePoints Program for Certification Extensions! What is it? The all-new OnePoints Program for certification extensions is LIVE, today, January 9, 2024! The OnePoints program allows you to earn points for activities like OneStream training, Tech Talks, and technical webinars among many others. Once you accumulate enough points you can submit evidence of those points to extend your certification. Who is it for? The OnePoints Program is applicable to anyone that holds an active OneStream certification. OneStream Certified individuals now have a choice when it comes to certification renewals and extensions to demonstrate their technical knowledge and continued learning through various courses and activities that are meaningful to them. Certified individuals still have the option to sit for an updated exam to extend their certifications instead. Why did we create this? After receiving feedback from our certified community, OneStream Certification determined that the prior re-certification and extension process that specified a single course was too prescriptive, and a one-size fits all approach was unscalable. The OnePoints Program is specifically designed to be easily adaptable and enhanced over time as OneStream’s offerings evolve and the OneStream Certified community continues to grow. How do I participate? The beauty of the OnePoints Program is that you are already participating! Begin accumulating and tracking your certificates and confirmation emails so that you can be sure to submit your request for extension BEFORE your current expiration date in CertMetrics. Not sure where to find your current expiration date? Navigate to the OneStream Portal and click on CertMetrics. Then, extend the “Certifications” menu on the left and click on “Status.” The page will refresh to display any current certifications and dates. Beginning today, January 9, 2024, we will begin accepting your evidence submissions. Retroactive submissions will be allowed, which means you can submit evidence of approved activities completed from January 1, 2022, through present. Which activities are OnePoints-eligible? Visit the OnePoints webpage on the Certification website for more details on the program, including a complete list of OnePoints-eligible activities and the associated number of OnePoints. How does it work? Earn Forty (40) OnePoints to renew or extend any OneStream Certification Points can be accrued over a 24-month period Certified individuals will accrue OnePoints and track their own balances and evidence (certificate, confirmation email, etc.) over 24-months. Points are based on participation in instructor-led courses and select OneStream sponsored activities (i.e., Splash Workshops, WAVE, facilitating a technical webinar, OneStream Press author, and more!). Once the required number of OnePoints is achieved, you will: Submit a case in the ServiceNow portal Select “Credentialing” Provide evidence documenting the 40 OnePoints you have earned (can be course completion certificate, CPE certificate, dates, and times of webinars, etc.; full list of accepted evidence is published on the OnePoints page of the Certification Program website) The Certification Team will validate the evidence and extend your Certification expiration date by an additional 24-months in CertMetrics This also updates your Digital Credential at Credly Please only submit evidence when you have completed 40 OnePoints. We are unable to accept and track incomplete submissions. What if I have questions? Contact the Certification Team by submitting a ServiceNow case to Credentialing.OneStream Administrator Handbook: Now Available!
The OneStream Administrator Handbook is now available! Physical and PDF copies are available and are sold separately. Order your copy today at OneStreamPress.com Administrators are integral to the day-by-day operations and overall wellbeing of a company’s financial ecosystem. Although each OneStream application is unique, the challenges that administrators face when managing the OneStream platform remain similar when it comes to processes and troubleshooting. Whether you are a novice or seasoned administrator, this book examines key concepts to help you understand and manage the financial and data processes of your OneStream application. Written for administrators, this book is filled with technical and functional contexts – whether syntax-related to business rules or general accounting concepts – and dives into practical examples and use cases that provide guidance and insights into commonly encountered themes.Government Community Cloud v9 Upgrade
OneStream is preparing to release version v9 for our Government Community Cloud customers. This document is a guide to the v9 upgrade process. A v9 upgrade is identified as an upgrade from a pre-v9 version to a v9 version. The designated FedRAMP authorized platform release will be v9 which will be made available to GCC customers later this year. Process Overview: The v9 upgrade has infrastructure and software changes that impact applications and integrations. We will migrate from your existing infrastructure to the new v9 architecture. To prepare our customers for this process, we are providing the pre-requisites for upgrade in advance of the release. See Pre-requisites heading below. In the coming months, GCC customers will be asked to submit a Software Upgrade request in ServiceNow. When the upgrade request is submitted, it will open a Support Case to capture the outputs of the items in the Pre-requisites section below. You will be notified when this is available. Once the pre-requisites are submitted, a OneStream project manager will meet with you to plan a timeline of activities. They will be assigned to the Case, available to meet and assist throughout the process. We will provide a mirrored v9 instance for configuration and testing before your go-live. An application copy is made from your pre-v9 instance to your mirrored v9 instance. The configuration and testing period is timeboxed to 2-3 weeks. The scope of work for the test instance is configuration (for example, SIC setup or business rule compilation updates) and functional testing. We will have you compile your business rules in v9 to determine if there are any new errors resulting from the more stringent .NET 8 compiler. Experts from OneStream will be available via the Case to assist. You should also test all functionality that may not be discovered via business rule compilation. During testing, keep a log of any updates you made to the v9 test instance to remediate issues. When testing is completed, we will schedule your go-live. This is a 4–48-hour process (you will be given a more precise estimate following a database size analysis) of downtime where we copy your live databases to the v9 instances. Weekends and evenings are available. As a final step, you will re-apply the updates discovered during testing, referencing the list you generated. After go-live, your pre-v9 instances are no longer accessible; you will be live in v9. Further information: Book time with our GCC v9 upgrade team for a presentation and discussion on the v9 upgrade process by using this link. We kindly request that you submit your Software Upgrade a week before the booking time so that we can prepare by reviewing your specific pre-requisites. Pre-requisites When a v9 Software Upgrade request is submitted, it will open a Case called Cloud Migration Readiness that includes intake forms for the pre-requisite action items described below. We have attempted to put together a comprehensive list of all impacts, but given the customizable nature of OneStream, there may be additional impacts uncovered in testing. We recommend you begin work on these pre-requisite items now. If additional assistance is required before the Cloud Migration Readiness Case can be opened, please open a Case. Please note that these pre-requisites are based on expected approvals for our GCC program. The 3PAO assessment is pending. Important: We recommend customers submit their v8+ Software Upgrade in the Service Catalog to review their specific pre-requisites on the Action items tab of the Cloud Migration Readiness Case prior to reviewing this document. Pre-requisites #1 and #2 will appear as ‘Authentication’ and ‘Data Connections’ Action Items only if they apply to you. Pre-requisites #3, #5, and #6 are referenced in the ‘Customer Specifications’ Action Item. Pre-requisite #4 should be reviewed by all customers. 1. OneStream IdentityServer Customers upgrading to Platform v9 will be migrated to OneStream’s modern IdentityServer OIS authentication technology. Your identity provider continues to be supported, but a change on our side requires that your IT create or edit (depending on identity provider – see Configuration Guides below) the authentication configuration for each OneStream instance. You are impacted by this pre-requisite if you see the ‘Authentication’ item on the Action Items tab of your Cloud Migration Readiness Case. (Opened when customers submit v8+ Software Upgrade.) Pre-requisite steps: Complete any necessary technical reviews by your IT Have your IT configure the new authentication configuration for each of your OneStream instances, referencing the Configuration Guide below per your identity provider and protocol. (See Configuration Process Detail below.) Submit the values gathered in the form of the last page of the Configuration Guide to us via the ‘Authentication’ action item in your v9 Cloud Migration Readiness Case. Configuration details: Provide your IT with the Configuration guide and sitenames listed in your Authentication item. Your site name is [sitename].onestreamcloud.com, per instance. For DoD customers, your sitename is [sitename].onestream.mil. Additionally, because we are providing you with a duplicated instance for testing, configure [sitename-temp].onestreamcloud.com for each instance. This will ensure you are prepared to access both your testing instances and your final instances after go-live. Example: Your site names are ‘govcustomer’ and ‘govcustomer-test’. The sitenames to configure for v9 are ‘govcustomer’, ‘govcustomer-test’, ‘govcustomer-temp’, and ‘govcustomer-test-temp'. We recommend taking a screenshot of each redirect URL and attaching it to Authentication action item submission. This reduces the risk of error and aids troubleshooting. NIPR NET customers will also require a new CSR to be generated for the duplicate Production. This will be provided on your Cloud Migration Readiness Case. Configuration Guides: Open ID Connect OIS Entra ID OIS Okta OIS PingFed OIS SAML (with any identity provider) Reference: General documentation Identity and Access Management Guide Note: disregard the section about configuring within OneStream; for our upgrade purposes, we require it in advance of the instance creation. Use the appropriate Configuration Guide below.) For further consultation, open a Conversation on the Cloud Migration Readiness Case with the Authentication team. 2. Smart Integration Connector Smart Integration Connector (SIC) establishes secure connectivity between OneStream Cloud and data sources in your network without a VPN connection. With SIC, you can create and manage network data source integration using OneStream administration interfaces and locally manage database credentials and ancillary files. SIC transition is a requirement for v9 upgrades for several use cases. You are potentially impacted by this pre-requisite if you see the Data Connections item on the Action Items tab of your Cloud Migration Readiness Case. (Opened when customers submit v8+ Software Upgrade.) Use cases for SIC Transition: Customers who are using a Virtual Private Network (VPN) to establish data connectivity between a OneStream cloud instance and a local data source. VPN’s will not be supported with v9 or higher. Customers referencing drivers hosted by OneStream. Drivers being hosted on OneStream servers will not be supported with v9. Examples: ODBC, OLEDB (Oracle), Snowflake, Teradata, Netsuite, SAP, JD Edwards Customers who are utilizing DLL’s. DLL’s being hosted on OneStream servers will not be supported with v9. Pre-requisite steps: Complete any necessary technical reviews by your IT Create the SIC Server (or be ready to deploy it in short order) Install the SIC v9 Local Gateway on the server. You can open a Case to request it securely. Ensure you request the OneStream version that your business users are intending to upgrade to. Submit the ‘Data Connections’ action item in your v9 Cloud Migration Readiness Case. Reference: Smart Integration Connector Guide For further consultation, open a Conversation on the Cloud Migration Readiness Case with the Data Connections team. 3. Solutions & Business Rule Changes There are several substantial changes in v9 that impact business rules and Solutions. To prepare for these changes, we recommend that you upgrade to v9 compatible Solutions in advance of migration testing. The process includes multiple application copies from your pre-v9 instance (at initial data load and go-live.) If they are not upgraded in the pre-v9 instance, you will need to upgrade them each time your application is copied to v9. Upgrading in advance reduces risk and complexity. You will compile your business rules in the v9 testing instance to uncover errors, if any. We will have OneStream experts available via the Conversation feature on the Case to assist. Many customers choose to leverage a consultant for this work. Pre-requisite steps: Review Impacted Solutions List, below. Upgrade to any compatible versions in your pre-v9 instance, ahead of the v9 upgrade. Compile your business rules in your pre-v9 instance. We will ask for this on the ‘Customer Specifications’ item of the upgrade Case, when available. The purpose is to rule out any existing errors; we want to focus our efforts on v9. Prepare a list of your Solutions and their current versions. We will ask for this on the ‘Customer Specifications’ item of the upgrade Case, when available. Once the list has been provided, OneStream will return a list of Solutions that you can upgrade in your pre-v9 instance. Reference: v8 _Impacted_Solutions_List.xlsx Business Rules & Workspace Changes in v8+ For further consultation, contact the v9 upgrade team via the Activity tab of the Cloud Migration Readiness Case. 4. OneStream IP Address Changes The IP addresses of your instance will change with v9. This has potential impacts you can prepare for. We have attempted to put together a comprehensive list of all impacts, but given the customizable nature of OneStream, there may be additional impacts uncovered in testing. Pre-requisite steps: If you have non-VPN web integrations such as API or SFTP, you may need to account for new additional OneStream IP’s in the relevant system. If you can allow your domains in the relevant system instead ([sitename].onestreamcloud.com), we recommend this. Otherwise, we will provide the new Application Gateway IP once the v9 instances are built at the start of the active migration process. If your IT has a strict outbound allow list, for example Cisco Umbrella, ZScaler, or similar products, you may not be able to access the new v9 test instance until they allow it. To prepare for this, review with your IT and ensure for all your site names ([sitename].onestreamcloud.com) that sitename and sitename-temp have been allowed in relevant systems. This will help to ensure that you can access all test instances and live instances. Cloud Note: Integrations using VPN’s are not accounted for here as they will be replaced by Smart Integration Connector. Reference: For further consultation, open a Conversation on the Cloud Migration Readiness Case with the Data Connections team. 5. .NET 8 Desktop Runtime .NET is the development platform used by OneStream to build the Platform. Prior to v9, OneStream used versions of .NET referred to as .NET Framework versions. The v7.x Platform release used .NET 4.8. OneStream Platform Release v9 or later requires Microsoft .NET 8. Pre-requisite steps: Install .NET 8 Desktop Runtime for all users who will be using the Windows Client*, or prepare to install it in short order https://dotnet.microsoft.com/en-us/download/dotnet/8.0 * v9 provides a browser client for end user functionality. Users working solely with the browser client do not need the .NET Desktop Runtime installed. Reference: For further consultation, contact the v9 upgrade team via the Activity tab of the Cloud Migration Readiness Case. 6. REST API There is a potential impact to REST API, but the scope has not been determined yet. For now, determine whether you utilize the REST API as your preparedness item. We will share more information when we have it. Reference: For further consultation, contact the v9 upgrade team via the Activity tab of the Cloud Migration Readiness Case.Webinar: OneStream Certified Associate - Implementation Foundations Exam Prep
The OneStream Certification Program is pleased to announce the next Certification Prep Webinar for the OneStream Certified Associate - Implementation Foundations (OCA-IF) exam! Join us on Tuesday, April 23, 2024, at 11:00am ET as Tom Linton from Global Education Services facilitates this 90-minute session on these exam topics: Cube and Cube POV Dimensions Extensibility Workflow ...and more! Register in advance for this webinar: https://onestreamsoftware.zoom.us/webinar/register/WN_DbBv-YhpSD-SlHPuDyBVdAAnd the winner is...
:party_popper::trophy: Attention, valued customers! We're thrilled to announce that we've won the prestigious Computer Education Management Association - CEdMA Enterprise Impact Award for 2024! :sports_medal: This isn't just a win for us—it's a win for you. It reaffirms our commitment to delivering top-notch training that drives real results for your organization. This award validates the quality and effectiveness of our training offerings, showcasing our ability to deliver tangible outcomes for your team. It means that when you invest in OneStream’s training, you're investing in excellence. Thank you for trusting us to help you succeed. Let's continue this journey together and strive for excellence every step of the way!Get Certified, Get Recognized!
Are you ready for Splash Las Vegas? We are! The OneStream Certification Program wants to recognize you at Splash! Anyone who has achieved a OneStream Certification should visit the OneStream Certification booth to receive some special gifts we have just for you! For those who PASS an exam in March or April 2024, there’s an exclusive gift just for you! If you are already certified, you will receive: A special lapel pin indicating your credential. A OneStream Certified ribbon to wear on your badge at Splash. A special mention during the Splash awards ceremony for all OneStream Certified individuals. To schedule your exam, log into CertMetrics via the Okta portal and register for your desired exam. For questions, contact the Certification team through SNOW > Credentialing. See you at Splash!Get Certified, Get Recognized!
Get Certified, Get Recognized! Are you ready for Splash Las Vegas? Did you earn your OneStream certification between March 1 and April 30, 2024? Visit the OneStream Certification Program’s booth during expo hall hours at Splash to receive some special gifts we have just for you! For those who PASSED an exam in March or April 2024, there’s an exclusive gift just for you! If you are already certified, you will receive: A special lapel pin indicating your credential. A OneStream Certified ribbon to wear on your badge at Splash. For questions, contact the Certification team through Service Now -> Credentialing. See you in Vegas!ATTENTION OCAs in Administration R1: Important Information About Your Certification
You may have seen the announcement about the launch of the OneStream Certified Associate (OCA) in Administration R2 exam on September 24, 2024. With this launch, the OneStream Certified Associate (OCA) in Administration R1 exam will retire on November 24, 2024, sixty days after the release of the new R2 exam. What does this mean to me? · Once a certification exam retires, certifications associated with that exam can no longer be extended - this is why you are receiving this email. · At this time, you: o retain your OCA in Administration R1 certification through your current expiration date. o are able to extend your OCA in Administration R1 certification, following all OnePoints requirements, through November 24, 2024. · After November 24, 2024, you will: o retain your OCA in Administration R1 certification through your current expiration date. o need to pass the OCA in Administration R2 exam to keep your Administration certification current after your OCA in Administration R1 certification expiration date. FAQs · How do I know my current OCA in Administration R1 certification expiration date? o Sign in at osportal.onestream.com o Click the CertMetrics tile to be taken to your CertMetrics account o In the left navigation pane click 'Certifications' then 'Status' o On this page you will see a tile for each certification you hold. In that tile you will see the 'Expire Date' · Can I still extend my OCA in Administration R1 Certification? o If you hold an OCA in Administration R1 certification, you may extend your certification according to the OnePoints requirements through November 24, 2024, when the Admin R1 exam retires. o Extensions will be for 2 years. o After November 24, 2024, your OCA in Administration R1 certification will remain valid through your current expiration date, and you will need to pass the OCA in Administration R2 exam before that expiration date to keep your OCA in Administration certification current. · I'm ready to take the exam now. Should I take the OCA in Administration R1 or the OCA in Administration R2 exam? o The OCA in Administration R1 exam is a multiple-choice exam and will be available through November 24, 2024. The OCA in Administration R2 exam is a hybrid format, containing both multiple choice and performance-based items. o If you have been preparing for the OCA in Administration R1 exam and are ready to take that exam now, you may want to consider taking it before it retires on November 24, 2024. If you pass, your resulting certification will be valid for 2 years. At the end of those 2 years, you will need to pass the OCA in Administration R2 exam in order to keep your Administration certification current. o If you are still preparing and have the flexibility to shift your preparation strategy to include the OCA in Administration R2 objectives, taking the OCA in Administration R2 exam may be a better option because you will have to take the OCA in Administration R2 exam anyway when your OCA in Administration R1 certification expires. · Can I cancel my appointment for the OCA in Administration R1 exam and schedule the OCA in Administration R2 exam? o Yes, you can cancel your OCA in Administration R1 exam appointment at least 24 hours prior to your appointment date. You will receive a refund on your payment, and your voucher (if you applied one) will be "released" to be used again. You will be able to schedule the OCA in Administration R2 exam through the standard process when you are ready. If you used a discount voucher for the OCA in Administration R1 exam, be sure that you are aware of the voucher expiration date. · What is the difference between the OCA in Administration R1 exam and the OCA in Administration R2 exam? o The existing OCA in Administration R1 exam is based on the retired 'Application Build for Administrators' course and is a multiple-choice exam. The new OCA in Administration R2 exam is based on the 'OneStream Administration' and 'Getting Started with OneStream' courses and includes both multiple choice and performance-based items. · How can I get more information on the OCA in Administration R2 exam? o All relevant information about the OCA in Administration R2 exam can be found on the exam page on the Certification website. o Candidates can find exam cost and duration as well as a link to the OneStream Certified Associate in Administration R2 study guide that contains exam objectives, recommended training, and tips for exam preparation. · Do I get a retake discount on the OCA in Administration R2 exam if I fail the OCA in Administration R1 exam? o Yes, all OneStream Certification exams are eligible for a discount on an exam retake if you do not pass on your first attempt. If you do not pass the OCA in Administration R1 exam and you wish to sit for the OCA in Administration R2 exam on retake, you are eligible for a 70% discount on the OCA in Administration R2 exam. Contact the Certification team to request a discount voucher by opening a Credentialing case in ServiceNow. · Will the voucher that I have be valid for the OCA in Administration R2 exam? o Yes, if you have received a discount voucher for the OCA in Administration R1 exam, that voucher will also be valid for the OCA in Administration R2 exam. o The only exception is if you have received a retake voucher for the OCA in Administration R1 exam. You will need to open a Credentialing case in ServiceNow and request a replacement voucher if you do not receive one from us via email. Still have questions? Please contact the Certification team by submitting a case to "Credentialing" via the ServiceNow Support Portal.
