There is a OneStream Solution Exchange tool called Application Control Manager that handles metadata integration between source systems and OS.
Hi anna_ivinska - that's very interesting indeed.
Two questions:
(1) What is ORG that you are referring to? Do you mean entity structure in your environment?
(2) Are you using any text variables in your entity dimension that drives consol, workflow, calc or reporting behaviour? If so, how do you ensure that correct text variables are deployed in OneStream entity structure?
Thanks for sharing!
(1) Yes, it is our own ORganisation (Entity) master tool. But it could be any other system - tables within SAP or other.. The thing is that you need tables - in your case in SAP - that contain all information about Entity structure. So, after greenflag from source system - Entity tables with status-quo /snapshot are copied to some db where you also have Entity snapshot from Onestream for previous period. We do export Entity dimension from Onestream as XML, put it on SFTP. We use IICS - Informatica system for ETL - unpack XML, put content to tables. Then runs several SQLs to compare tables to find delta.
So, a lot of processes are done by Informatica. But you can investigate Power platform - Power Automate - (parse XML; SQL connection). Could happen that pack / unpack XML could be doable by PowerAutomate. PowerAutomate has SQL, SFTP connections - so full automation probably could be achieved by using this product.
Here are steps within DataManagement sequence that is being triggered from logic app on Azure (advanced PowerAutomate) . As you can see, we create XML files with security groups, WFs, 2 Entity dimensions, update Transformation rules
(2) in order to keep values from text attributes, you need to have 2 tables - one with latest snapshot, another - with historical values.
Thanks again, Anna. This is indeed super helpful. Appreciate you sharing this!
