Recent Blogs
Product Support and Maintenance Policy
4 MIN READ OneStream is committed to continually developing and enhancing our SaaS offering and software, providing customers with innovative solutions to meet ever-growing requirements. As new versions are introduced, OneStream actively plans to retire older versions. To support this, OneStream has implemented a Product Support and Maintenance Policy which is available at: https://www.onestream.com/saas-terms-and-conditions. As per the Product Support and Maintenance Policy and the terms, General Support ends 30 months after release. In 2025, this policy will be further implemented by giving customers the option to upgrade to the latest version or transitioning customers on unsupported versions to a prepaid support model. When a customer upgrades to a supported version, General Support will continue to be provided as per the Product Support and Maintenance policy. Prepaid Support Prepaid support includes a minimum of 40 hours over a period of 6 months. It is available after General Support ends as a bridge to a supported version. If you have a balance of purchased hours on your CSRC OnePass Subscription, those hours can be used as prepaid support hours over a maximum period of 6 months when General Support ends. A prepaid support item will be added to our Service Catalog in an upcoming release. It will be visible for all customers, not just those who are on unsupported versions. If you would like more information on prepaid support, please ask your Customer Success representative. Support During Upgrades Customers with an active Upgrade Case (Software Upgrade, Cloud Migration Readiness, and Cloud Migration) will be provided with support for a period of 3 months during the upgrade. Upgrade Cases will continue to be available after General Support and prepaid support end. Informational Banners To ensure our customers are aware of their upcoming End of General Support date, we have released informational banners in the Support portal. They will appear 6 months before the End of Support date. The banner will contain a countdown of months remaining before End of General Support. ‘0 months remaining’ means thatGeneral Support will end on the 1 st of the next month. After this, a new banner will appear explaining that General Support has now ended, and that an upgrade is required. Customers on older contracts may see an End of Support banner without a specific date or a countdown of months remaining. In this case, the End of General Support enforcement will begin at contract renewal. For customers actively upgrading, the banner may disappear. If the upgrade becomes blocked due to lack of response or significant planned delay, the banner may re-appear. FAQ How can I tell what my End of General Support date is? For most, the End of General Support date is 30 months after the release date of that version. To locate your release date, review our Release Notes. Navigate to documentation.onestream.com -> release notes -> select version. For customers who are on versions that are already out of General Support, upgrade dates are in staggered batches based on release dates and contract terms. These customers will receive a banner with a specific date or a countdown towards that date. Lastly, for some customers on older contract terms, the Product Support and Maintenance Policy will apply from contract renewal. They will receive a banner without a date or countdown. How are release dates calculated? The Product Support and Maintenance Policy establishes End of Support dates from the major and minor versions. Hotfixes do not reset End of Support dates. For example, the End of Support date calculation for all v7.4.x versions is based on the release date of v7.4.0. My End of General Support date is coming up, but I need more time to upgrade. What are my options? You may submit a Software Upgrade for v8+ to begin a 3 month grace period. You may also purchase Prepaid Support for 6 months after your End of General Support date. My version is already older than 30 months. Will I lose access to the Support portal immediately? We have staggered upgrade dates based on your release date. There will be an informational banner in the Support portal to advise on your End of Support date. If you do not see a specific date, General Support will end at your contract renewal. Can I purchase prepaid support before my End of General Support date? Yes. From August 1 2025 it will be made available to customers before their End of General Support date, and up to 6 months thereafter. I have an existing balance of OneStream Support hours on my CSRS OnePass Subscription. Can I use those hours after End of General Support? Yes. If you have a balance of purchased hours on your CSRS OnePass Subscription, those hours can still be used when General Support ends for a maximum of 6 months. Where can I find the full Product Support and Maintenance Policy? https://www.onestream.com/saas-terms-and-conditions, then look for ‘Product Support and Maintenance Policy.’July 2025 Customer Newsletter
1 MIN READ July 2025 Customer Newsletter We're excited to bring you the OneStream customer newsletter in a new interactive format. Quickly jump to your favorite sections, bookmark the newsletter to reference later, and share with colleagues. This month we're introducing you to the new Productivity Pack, offering discounted pricing on Splash EMEA passes, sharing how Valeo achieved 96% faster data configuration and so much more! View Newsletter The July 2025 OneStream customer newsletter includes: Product Updates - Productivity Pack & System Diagnostics OneStream Splash - EMEA Registration Now Open Quick Tips - Import templates in ESG Reporting and Planning Solution Customer Story - Valeo achieves 96% faster data configuration Readiness Toolkit - Get the most out of your OneStream data in Power BI Solution Spotlight - Planning Upcoming Events, Webinars and User Group Meetings Blog - AI Talent Shortage in FinanceComing Soon: IdeaStream Revamp
2 MIN READ Greetings OneStream Community! As we continue to make updates across our Community, we decided it was time to take a look and freshen up IdeaStream. While we have already planned some changes we'll outline below, we'd like to gather your thoughts, opinions, and impressions of IdeaStream as it currently is. Please take this IdeaStream Survey to help us shape the future of IdeaStream. In the meantime, we do have some exciting upcoming changes to the IdeaStream site management. Please read on to see what we'll be working on over the next couple months! Improved Moderation First, we are exploring ways to enhance your experience and our engagement with your ideas in IdeaStream. In the revamp, we will have dedicated moderators reviewing the ideas and facilitating product review as ideas gain momentum. This means each idea will see dedicated moderation to help enhance your submission process, which will include an initial review to ensure completeness (a request for more information if required) and relevant tagging on new ideas. All ideas will be moderated within 3 business days of posting and will either result in your Idea being updated from “New” to “Gathering Interest” OR a moderator will request additional information on your Idea using the “Needs Info” status. This is meant to give ideas the best chance possible for engagement in the Community and clarity for our Product Owners reviewing all your great submissions. Finally, we will update the available tags and categories to better serve the ideas that are being created, and we will continue to update tags on a more frequent cadence in the future. IdeaStream Reporting The reporting on the page is also a focus for continuous improvement. We are reimagining our ranking lists to give you real-time insight into what’s new and what’s trending on the Community Ideas page. If you have suggestions for reporting formats or topics, please let us know and we will continue to add to the page! Audit & Archiving We are working to make the number of ideas more manageable for you. We know there is a lot to sift through currently so we’re doing a little housekeeping on the site. Over the next few weeks, aged ideas with low engagement will be closed under the following criteria: Ideas posted before 2025 with fewer than 3 votes - OR - There is a duplicate idea created in IdeaStream We'll also be updating IdeaStream articles including Frequently Asked Questions, the About IdeaStream article, and tips for a successful post in the Submission Guidelines. Thank you for your ongoing engagement with OneStream, and all the great Ideas posted so far! Provide Your Feedback We’d like to hear your ideas on how to make the process clearer, the interaction more effective, and most importantly to give you meaningful engagement with our Community and product teams. If you are interested in sharing your thoughts, opinions, and impressions of IdeaStream, please take the IdeaStream Survey You may also reach out to ProductGrowth@onestreamsoftware.com with “IdeaStream Thoughts” in the subject line.
Learn about our SensibleAI™ portfolio on The OneStream Podcast!
1 MIN READ With our SensibleAI™ portfolio, OneStream is changing the way businesses adopt and implement AI to enhance day-to-day decision making and boost productivity. On this episode of The OneStream Podcast, Tiffany Ma, Product Marketing Director at OneStream, joins Peter Fugere to discuss how the SensibleAI portfolio is bridging the gap between AI development and AI adoption and empowering organizations to unlock AI everywhere without compromise. Listen now!Platform Power Hour Webinar - Annual Operating Planning
1 MIN READ July 31st: Platform Power Hour Webinar – Annual Operating Planning Join us on Thursday, July 31st at 10 AM ET / 4 PM CET to learn ‘5 Steps to Streamlining Annual Planning in OneStream’. In this session, we will: Outline the 5 key steps to streamline your AOP process, ensuring it remains relevant and flexible throughout the year. Explain how to automate tasks and leverage data-driven insights to enhance decision-making and performance. Provide a live demo of how you can implement continuous planning using OneStream. Answer your questions about Annual Operating Planning in OneStream. Can't attend? Register anyway and we'll send you a link to the recording.
