Platform v8+ Upgrades

Knowledge Base Articles

Platform 8.0.0 Release Features

Journal Workflow EnhancementsGeneral Ease of Use Enhancements Journal Workflow Enhancements Workflow Profile Security SettingsThere are two new journal security properties that control self-approval and self-posting. Users need the ability to approve...

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Platform v8 Upgrade Office Hours

The v8 Office Hour Meeting is a new resource to inform and prepare customers and partners for a Platform v8+ upgrade. The Office Hour Meetings are staffed by OneStream subject matter experts having proficiency with: Customer engagement, Upgrade Proce...

Start Here! The Platform v8 Video

The Platform v8 Video is a great place to start your v8 research. Where do you go next? I'd recommend the Platform v8 Upgrade FAQ To learn about which MarketPlace Solutions need upgrading, or common Business Rule incompatibilities, see MarketPlace So...

Platform v8 Upgrade Guide

See the attached Platform v8 Upgrade Guide, part of the core v8 Documentation set, to provide guideance such as the following: - This guide walks self-hosted customers through the full set of configuration setup post install - Learn that the Upgrade ...

Platform v8 Upgrade Process

OneStream encourages customers to consider deprecations, pre-requisite activities, solution upgrades, and business rule compatibility maintenance as part of their Platform v8+ upgrade plan. Customers should consider their proper timetable to ensure a...

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OneStream Identity Server (OIS) Content

OneStream IdentityServer is OneStream's new standard for cloud site authentication, facilitating direct SSO integration with any OIDC or SAML2P protocol Identity Providers. With OIS, customers may establish connections to multiple IdPs, leverage secu...

Smart Integration Connector (SIC) Content

Smart Integration Connector is OneStream's new standard for local data source integration to OneStream's Cloud. OneStream customers use local data sources to import data into OneStream or to facilitate drill through queries to satisfy data lineage in...

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