Recent Content
June 26th: Platform Power Hour Webinar - Genesis
Join us on Thursday, June 26 at 10 AM ET / 4 PM CET to learn how you can ‘Configure, Adapt, and Grow Without Limits’ using Genesis, a Plug-and-Play Architecture available in OneStream v9. In this webinar we’ll demonstrate how Genesis can help you: Easily design and deploy new financial and operational models, planning processes and reporting solutions Create highly curated and personalized dashboards, menus, and user experiences without code Modify existing dashboards to add additional reporting, analytics, and insights Incorporate AI into specific business workflows with AI Narrative Summarization and Commentary Can't attend? Register anyway and we'll send you a link to the recording.June 18th: ESG as a Strategic Imperative Webinar with BARC
As ESG Reporting becomes a top priority across organizations, finance teams are under pressure to deliver sustainability insights with the same accuracy and rigor as financial data. But how can you add ESG into your reporting process without adding complexity? Join OneStream and BARC for a discussion on how finance professionals can take the lead in ESG performance and compliance, using unified data and streamlined reporting. In this session, you’ll learn how to: How to align ESG and financial data into a single source of truth How to stay compliant with evolving regulatory requirements – without reinventing your process. In today’s complex environment, the ESG is more than a necessity—it’s your opportunity to lead. Own it. Register for this Webinar https://www.onestream.com/events/global-wbn-tl-esg-18jun2025/May 29th: Platform Power Hour Webinar - SensibleAI™ Forecast
Join us on Thursday, May 29 at 10 AM ET / 4 PM CET to learn how you can access SensibleAI™ Forecast from OneStream to produce fast, accurate, and transparent forecasts — without needing data science expertise. Webinar highlights: The challenges of traditional forecasting methods How SensibleAI Forecast transforms accuracy and speed Getting started with OneStream's no-code AI capabilities Why AI-powered forecasting is no longer optional Can't attend? Register anyway and we'll send you a link to the recording.Community Content Collector
Do you have an idea for content you'd like to see in the Community? Well, you're in luck! Introducing our all new content collector, designed to gather and direct content to help tailor your community experience. All you have to do is complete this form and we'll follow up with any questions: Submit a topic you want to learn more about Here's a screenshot:April Cert Prep Webinar Announcement
The OneStream Certification Program is pleased to announce the next Certification Prep Webinar for the OneStream Certified Associate (OCA) – Implementation Foundations exam! Join us on Tuesday, April 15, 2025, at 11:00am ET as OneStream's Chris Loran and David DeLise facilitate a 60-minute session on these exam topics: Transformation Rules Confirmation Rules Workflow Dimensions …and more! Our experts presenting will be: Chris Loran, Sr. Solution Consultant David DeLise, Consulting Services Register today to reserve your space today! https://onestreamsoftware.zoom.us/webinar/register/WN_gfjDcOKPSBuodABnlGjpEQ#/registrationA focus on Developer Education is coming to OneStream, and your feedback is needed!
OneStream is creating a Developer Education (DevEd) program tailored specifically at creating a dynamic learning experience for you, our amazing developer community. We know that building applications with OneStream can be a rewarding experience, and we want to make it even easier, faster, and better for you. And that's why we need your feedback! Please comment below with your answers. What Topics Would You Like to See Covered? Is there a particular area of development you're passionate about? Let us know so we can include it in our program! Some examples include Building Solutions with OneStream , From Concept to Code – Show Me the Map, and Defining and Gathering Requirements. Comment below with any topic suggestions. What Ideas Do You Have for the Program? We believe the best programs are built with collaboration. Share your innovative ideas and let's build something fantastic together! 💡 We’re considering things like subject-matter expert recognition, advocacy programs, credentials and badges. What ideas do you have for this program? Let us know with your comments below. How Do You Prefer to Learn? Do you thrive with hands-on learning, video tutorials, or detailed documentation? Your feedback is crucial in shaping a program that truly meets your needs. 📚 Comment below with your thoughts and suggestions. We’re excited to create an engaging and comprehensive Developer learning experience with your input. 🌟 Stay tuned for more updates!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.Now Available: the OneStream Certified Specialist (OCS) Reports and Dashboards Exam
OneStream Global Education Services is excited to announce the OneStream Certified Specialist (OCS) Reports and Dashboards Exam is now available for registration. Exam Description This exam is intended for individuals who have experience as an Administrator with OneStream and built OneStream reports and Dashboards. It will test candidates' knowledge in Workspaces, Dynamic Reporting, Cube Views, Spreadsheets, Dashboard Components as well as other reporting components. Exam Description This exam is intended for individuals who have experience as an Administrator with OneStream and built OneStream reports and Dashboards. It will test candidates' knowledge in Workspaces, Dynamic Reporting, Cube Views, Spreadsheets, Dashboard Components as well as other reporting components. Delivery Type Remote Proctored Availability Customers Partners Employees Who Should Take This Exam? This exam is intended for anyone who has 1-year experience being an administrator for OneStream, 6-months experience building reports and dashboards and has knowledge in areas of Accounting, Finance, and/or Information Technology. Prerequisites Prior to taking this exam, the following courses are recommended: OneStream Essentials: Building Basic Reports OneStream Essentials: Building Dashboards OneStream Essentials: Getting Started with OneStream Exam Details Live, remote proctored, cloud-based environment Exam Duration: 2.5 hours Number of Questions: 60 multiple-choice items, 6 performance-based tasks Languages: English Exam Price: $1000 USD Digital Credential Upon passing this exam a digital credential will be issued. Important Links How to Register: Exam Registration Guide Exam Study Guide: OneStream Certified Specialist Reports and Dashboards Study GuideCustomer Call to Action Banner Messages in Service Now
OneStream thanks all customers for their diligence in embracing the technology modernization of v8+ Platform versions. As for Platform v8, OneStream is using .NET 8 to drive its high-performance platform. The v8+ platform employs modern self-service technologies for authentication (OIS) and data integration (SIC). Upgrades to Platform v8+ are in full force, and OneStream is using ServiceNow banner messaging to bring attention to customer-specific upgrade related actions. If you have an upgrade activity requiring attention, you will see a corresponding banner notification during your ServiceNow experience. The banner messages, detailed descriptions, and appropriate actions are highlighted below: Banner Message: SIC completed, but VPN still active If you receive this message, OneStream has identified that you have successfully transitioned from VPN to SIC, but your VPN connection remains active. It is important to retire your VPN connection ASAP. Action: Submit a case to confirm OneStream can retire your VPN connection. The banner message will be removed once your VPN is removed. Banner Message: In Migration Readiness If you receive this message, OneStream has identified that you have not completed your v8+ readiness within the allotted three-month period. Readiness activities include Marketplace solution upgrades, .NET 8 Desktop Runtime distribution, SIC Local Gateway Server availability, and OIS subscription creation. Completion of readiness activities are a pre-requisite to the v8+ upgrade process. Action: Navigate to your Cloud Migration Readiness Case and complete the Action Items to move your migration forward. The banner message will be removed once all Action items are submitted. Banner Message: Submit Software Upgrade If you receive this message, OneStream has identified that you are operating VPN past OneStream’s issued End of Service date. If you were previously granted a VPN service extension, that has now expired. You must plan to transition from VPN to SIC ASAP. Action: Submit a Software Upgrade for v8+ in the Service Catalog to begin the process of transitioning from VPN to SIC. Banner Message: OneStream v8.0.x or v8.1.x - .NET 6 If you receive this message, OneStream has identified that you are operating on Platform v8.0.x or v8.1.x, which were developed using Microsoft’s .NET6 development framework. Microsoft has stated that support for .NET 6 ended as of November 12, 2024. Operation of OneStream v8.0.x or 8.1.x increases your risk to .NET security vulnerabilities that will not be corrected with .NET 6 patches. Action: Submit a Software Upgrade in the Service Catalog to upgrade to Platform v8.2.2 or higher, which were developed with the .NET 8 development framework (supported through November 2026).Introducing the OneStream Essentials: Writing Financial Calculations Course
OneStream Global Education Services is excited to announce the newly developed OneStream Essentials: Writing Financial Calculations course available now as On-Demand (OD) and as an Instructor-Led Training (ILT) course. Course Description This course is designed as a comprehensive foundation for OneStream consultants and administrators, focusing on the critical area of financial calculations. Drawing on the learner’s existing familiarity with OneStream, this course builds a foundation of knowledge and skills related to analyzing, editing, writing, and troubleshooting financial calculations. Delivery Types On-Demand (OD) Instructor-Led Training (ILT) Availability Customers Partners Employees Who Should Take This Course? This course is for OneStream consultants and administrators seeking foundational knowledge and skills in financial calculations. Duration On-Demand (OD): 13 Hours Instructor-Led Training (ILT): 3 Days Prerequisites Prior to taking this course, you should complete the following courses, or possess equivalent knowledge: OneStream Essentials: Getting Started with OneStream [ On-Demand or Instructor-Led Training ] OneStream Essentials: OneStream Administration [ On-Demand or Instructor-Led Training ]; OR OneStream Essentials: Implementing OneStream [ On-Demand or Instructor-Led Training ] Before beginning this course, you should possess: Knowledge of financial concepts and basic math including basic arithmetic and percentages Foundational skills in VB.Net or C# Familiarity with Object-Oriented programming concepts such as classes and objects Micro Credential Upon completion of this course a micro credential will be issued. Important Links Course Description PDF Pricing and Learning Paths PDF Register via OneStream Navigator: On-Demand (OD) Course Instructor-Led Training (ILT) Class
