Data retention and deletion
As shocking as it may seem, someone has decided that we actually should delete data from OneStream. In this case, we've been instructed to retain a maximum of five years of data. Everything older tha...
Forum Discussion
We use OS for FP&A with regular corp reorgs. Hence, we need to regularly "wipe clean" some of our datasets.
1. We have been using "Reset Scenario" DM Jobs to "wipe clean" selected datasets as linked below.
- DM Jobs - "Reset Scenario"
- Clear Stage Data and Cube Data
2. As a back-up, I suggest making a copy of the current app if enough storage in your non-Production environments.
- Application Copy: Service Catalog - OneStream Customer Portal
I don't think a scenario reset will work for us as we definitely want to keep most of our Actual data, just for one example. We want to selectively purge one year of data across every scenario, not purge one scenario absolutely.
I did consider making a "storage" scenario that would hold a backup of a scenario so I could reset the original scenario, then import all but the oldest year of data from the copy, then reset the copy itself. However, that loses a lot of other audit data, drillback info, stage data, etc. that we'd rather keep for those years that are still recent enough to retain.
- We set up "Reset Scenario" Jobs by S# by Yr.