Recent Content
Modern Browser Experience Limited Availability: Now available with your v8+ Upgrade
All new customers to Platform v8+ and those upgrading to v8+ have the choice to enable BrowserUX in their non-prod and/or prod instances. BrowserUX has established browser access to OneStream and provides for the comprehensive end-user experience. For SaaS customers -Modern Browser Experience for Platform Version 8.4+, you no longer need to log a ticket or contact your Customer Success Manager. On Platform versions 8.4+ and later, the Modern Browser Experience will be included with every release. For Self-Hosted customers there is additional configuration required to enable it, which is outlined in the modern browser experience user guide. Please reach out to Customer Support for further assistance. This April 2023 video highlights BrowserUX functionality. The BrowserUX Guide can be accessed at the OneStream documentation site.0likes4CommentsOneStream 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.0likes1CommentPlatform 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. Thanks0likes32CommentsAll 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!0likes6CommentsCustomer 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.0likes0CommentsSmart 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.0likes0CommentsPlatform 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 v1.2.0likes5CommentsPlatform v8.1.0 Features
Platform 8.1.0 Release See below for an overview of the 8.1.0 Features. Refer to the8.1.0 Release Differences Coursefor more details on these features. Journals Copying Journals Across Scenarios The initialjournal copy featuremade its debut in 8.0 allowing users to copy journals across time periods. With this new feature, you can copy one or more journals to one or more time periods for a given scenario. Export Journals to Excel Template You can now easily create your own Journal Excel Template by exporting select journals directly from the Workflow. Now, you can take advantage of this feature through the newExport to Excel Templateicon to the Journal Entry toolbar. This icon will allow you to choose the necessary journals to use as the template's starting point. Workspaces Data Management and Workspaces Data Management joined the Workspaces page. Now, you will notice a few key additions: Maintenance Units have a newData Management Groupssection where your steps and sequences are stored. The Workspace toolbar expanded to include thecreate stepandcreate sequencebuttons. The legacy Data Management Page is still present, and the existing Application Security Roles still apply. Cube Views Long Running Cube Views and Task Activity You will now be prompted to cancel the task if a Cube View takes longer than 10 seconds to render. This cancellation occurs immediately and prevents the task from running/processing in the background. You will also notice a change in Task Activity. Here, you an easily see long running tasks and was updated to ensure it provides proper task statuses upon cancellation and logging detail for Cube Views. Spreadsheet/Excel Add-In Create Quick View from Cube View via Data Explorer Grid You will now notice a new right-click option within your Cube View Data Explore grid. This option will launch a new tab within the Windows Application that creates a Quick View based on the selected Cube View Cell within Spreadsheet. XFGetCell Drill Down Drill Down now exists for XFGetCells in Spreadsheet and the Excel Add-In! You will see the Drill Down option when right-clicking on an XFGetCell. This option follows standard Drill Down behavior you have grown to know and love. Task Activity in Excel Add-In Task Activity is now accessible from the Excel Add-In OneStream toolbar. Identity Access Management (IAM) SAML IdP User Management SAML IdP self-serve management has been enhanced in the IAM portal. You can now manage SAML IdPs more efficiently through auto-discovery or importing an xml file. Smart Integration Connector (SIC) IP Whitelisting With the release of 8.1, we added an IP whitelisting option for ingress communication to both the Local Gateway Server and to the Azure Relay service. This is for our customers who want to filter/limit connection traffic. SIC Utility Enhancement The SIC utility was enhanced in 8.1 to auto-open the XFGateway Config file. This will ensure the correct config file is selected. If it can't find the default file, a new file will be generated upon which the user is notified.0likes0Comments