So, where do you start with Parcel Services? We’ll first describe the setup of the solution and after that the usage.
Parcel Services requires Ancillary Table access like most other Market Place solutions. If you don’t have this set up yet, you can follow the steps described in the setup instructions document. Do you have other solutions running already? Then this is not required anymore.
After downloading the solution as a .zip file from the Market Place, you can import it into your application via Application -> Load/Extract. After that, the Parcel Services (OPS) will appear under OnePlace -> Dashboards, where you can create the tables and then launch the solution:
In addition to Dashboards and business rules, this solution also contains data management sequences to automate the distribution of your documents.
In the settings page, you can set the security roles for managing and distributing packages, the email connection and default message contents. The Parameter Discovery Nesting controls how many times the Parameter Discovery process loops. The Test Mode allows testing the solution without actually sending all email messages to your users.
Via the Packages button you can create the packages and Groups. A Package (Group) is a list of extensible documents/ books packaged together. You can choose different delivery types for a new package:
The email can be zipped, and a custom Title and Message can be created.
After that, the content of the package is selected in the bottom part of the screen. You can add multiple documents:
On the right, you can add required parameters both for the Package and for the selected document. Since Parcel Services doesn’t give you a pop-up when executed, literal values need to be added to the different packages. A great feature with parameters is that you can send the same report to dozens of users using different parameters, so everybody gets the same report with their own personalized data.
Parameters for a XFDocument can be manually entered or found dynamically via the Discover Parameters button:
For easier distribution, created Packages can be grouped via the Package Groups tab.
Via the Manage Distributions button you can create the distribution lists that can be added to a package. After creating a Distribution list, OneStream Users (or Groups) can be added and if required an alternate Email address to be used can be added.
On the right, you’ll see the members in the list (based on the users and groups added) to validate your distribution list.
Now the distribution list can be added to your package created earlier.
To run the process, there is a clear 4-step process from the home page. In the first two steps, you select first the parcel type and then the package (group). In the following two steps, you review the contents and the distribution list before you ship the package:
And the document is nicely distributed to your mailbox.
If you need to automate this process, the required (sample) PowerShell scripts are included in the solution as a starting point.
Parcel Services can be a great addition to your OneStream platform. If you distribute many reports or books to your users, this solution certainly is a must have. It reduces the manual work and is flexible with the use of parameters, making it feasible to send your users their ‘personal’ reports.
Cons of OneStream Parcel Services:
The setup is described in detail in the documentation and the configuration is easy. Therefore, I classify this solution as Admin Configurable. Please see my earlier post about classifications.
Parcel Service is a pretty useful solution, but the biggest issue I've found so far is with it's security. Has anyone been successful rolling out Parcel Service across an organization?
There a numerous points of failure that can/will happen with how the global options security roles are currently setup. Examples:
1. If a OneStream Admin creates the package, it must be set to public for anyone else to send it. If an Admin were to create an executive reporting package, setting it as public is a major risk (someone who doesn't have that executive reporting access could accidently ship it).
2. If someone creates a parcel service package, only that user can see/send it. What happens if that user member leaves the company?
The easiest solution is to have security similar to Account Reconciliations, where Admins can create Access Groups and assign them.
Has anyone utilized Parcel Service to run a book and place the report on a network drive or something similar? Doesn't seem like something that can be done out of the box and would require additional business rules development.
Hi! How do you schedule a parcel?
The application uses Data Management jobs. These can be scheduled using Task Scheduler. Earlier OneStream versions required PowerShell scripting but with the latest versions that is not required anymore. You can supply parameters to the DM Jobs to run the job you want to run.
I was able to set one up. Do you know if it can be Dynamic as far as the date parameter? I want it to pull from the global time.
No problem at all.. I don't know exactly how, it might need some customization. But you could try to use the substitution variables for the Global POV:
if that doesn't work you need to create your own parameter e.g. via an XFBR rule.
How do you extract and send a list of all user groups and users within each group to controller team to audit
@mitrad i have never done that but this information must be stored in the tables used with this marketplace solution. Using a data adapter you can easily create a query showing this information.
You could start scrolling through the OPS tables and see if your required information is in there.
@MarcR Do you have an answer to @SxD? I am also trying to save files out to a network drive and am unable to do so. I have also tried with my personal desktop and get an access error. What needs to be done to save to a network drive? If there are permissions that our IT team need to give, who/what exactly are they giving permissions to?
Hi Lisa, unfortunately I don’t. If you have a local installation it is the account running the OneStream services that needs access but with a cloud installation (which most of us have) there must be some kind of direct connection. I’m not an it guy but can imagine that a connection like vpn must be setup to write from OneStream to a local environment without user intervention. OneStream did release a new way to connect to source systems that can replace vpn and also for ftp file transfers but I haven’t used that one yet so cannot tell you if it works the other way (OneStream to local). I would suggest to log a ticket with support.
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