Platform v8.1.0 Features

Platform 8.1.0 Release

See below for an overview of the 8.1.0 Features. Refer to the 8.1.0 Release Differences Course for more details on these features.

Journals

Copying Journals Across Scenarios

The initial journal copy feature made 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 new Export to Excel Template icon 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 new Data Management Groups section where your steps and sequences are stored.
• The Workspace toolbar expanded to include the create step and create sequence buttons.
• 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.