Enhancing User Assignment Management

shaneb
New Contributor II

 

Seeking to improve efficiency for user management and security/audit review processes. The OneStream application is accurately showing the user assignments but it's only available in the OneStream application itself and the GUI is not very flexible in viewing the out of the box forms. We have already installed the marketplace solution "Security Audit Reports" which improved our capabilities through a user dashboard and different reports with user details, but it is also only in the OneStream application GUI. As a workaround we have been using the Load/Extract option to pull an XML file and manipulate in Excel. 

1 ACCEPTED SOLUTION

shaneb
New Contributor II

JackLacava, you rock! Thanks for all the additional information, we have some good paths forward! We're in the midst of our initial implementation now and will dig into all this in the coming days and weeks. Thanks again!

View solution in original post

4 REPLIES 4

JackLacava
Honored Contributor

You keep using GUI like it was a dirty word 😁 What sort of interaction model are you after, exactly?

There are a few other Marketplace Solutions that enhance the provisioning experience - Provision Request Manager, User Management Console, Application Control Manager... 

shaneb
New Contributor II

Thank you so much for the guidance on other Marketplace Solutions, we'll look into all 3! 

The ideal interactive model would be operating fully within OneStream. If we could, for example, set up reports to run with predefined scope - such as pulling all user access changes in the last 7 days. The MarketPlace solution Security Audit Reports provided some capabilities for reporting.

Alternatively, we are very comfortable with manipulating data in Excel so a backup option is to get all the data into a way that we can manipulate in Excel. 

JackLacava
Honored Contributor

One of the nice things about OneStream is that everything is "highly hackable". You can look into how the reports you mention are actually put together, copy them, and tweak them to your preference. The Data Adapters backing those reports, will point you in the direction of where the data is actually stored; then it's typically just a matter of putting together the right SQL query.

When it comes to editing, things are a bit more hairy, because going directly to the database is a Bad Idea in that case. I would suggest to keep working with the XML via Load/Extract to start with. Once you feel confident with building custom Dashboards, you can look at writing some VB.Net or C# code to access the related calls. Maybe have a look in OpenPlace or PartnerPlace, the new repositories of solutions - I've not had the time to go through all of those yet...

shaneb
New Contributor II

JackLacava, you rock! Thanks for all the additional information, we have some good paths forward! We're in the midst of our initial implementation now and will dig into all this in the coming days and weeks. Thanks again!

Please sign in! shaneb