Workflow Profile Hierarchies: Security Model | Application Security Roles v Workflow Security
Please share your practical advice to secure Workflow Profile Hierarchies per the two requirements below. Thank you. A. Workflow Profile Hierarchies: Admin v Builder/Business 0. 'Cube Root Workflow Profiles' | Admin and Business | Top Level Cube_suffix 1. 'Default/Child Workflow Profile Types' | Admin/Business 'Cube Root Workflow Profiles' 2. Admin 'Parent/Child Workflow Profile Types' | Admin/Business 'Cube Root Workflow Profiles' 3. Business 'Parent/Child Workflow Profile Types' | Business 'Cube Root Workflow Profiles B. Two Workflow Requirements: Admin v Builder/Business 1. Builder not allowed to see/create/edit: - Admin 'Cube Root Workflow Profiles' - 'Default/Child' and Admin 'Parent/Child Workflow Profile Types' | Admin 'Cube Root Workflow Profiles' - 'Default/Child Workflow Profile Types' | Business 'Cube Root Workflow Profiles' - Admin 'Parent/Child Workflow Profile Types' | Business 'Cube Root Workflow Profiles' 2. Admin/Builder allowed to see/create/edit: - Business 'Cube Root Workflow Profiles' -- Business 'Parent Workflow Profile Types': Review, Base Input, Parent Input -- Business 'Child Workflow Profile Types': Import, Forms, Journals C. Security Model: Application Security Roles + Workflow Security | Admin v Builder/Business 0. Security Groups: 'Admin Roles and Builder Roles' and Child Groups = 'Admin Roles' + 'Builder Roles' 1. Application Security Roles | Manage Workflow Profiles = 'Admin Roles and Builder Roles' 2. Workflow Security = 'Admin Roles' = Admin/Business 'Default Workflow Profile Types' 3.1. Workflow Security = 'Admin Roles' = Admin 'Cube Root Workflow Profiles' 3.2. Workflow Security = 'Admin Roles' = Admin 'Parent Workflow Profile Types' 4.1. Workflow Security = 'Builder Roles' = Business 'Cube Root Workflow Profiles' 4.2 Workflow Security = 'Builder Roles' = Business 'Parent Workflow Profile Types' D. Security Model Results: Admin v Builder/Business - 1 + 2 + 3 + 4 = Workflow Requirement 1 = Fail - 1 + 2 + 3 + 4 = Workflow Requirement 2 = Succeed Thank you, SMEs.
Errors creating New Task in Data Import Schedule Manager
I am getting several errors when setting up a New Task in the Data Import Schedule Manager. We are on OS version 9.01.17403, and I have installed the latest version of DSM, which is 8.4.0_SV100. I suspect this may be a version compatibility issue, so I am curious if anyone has been able to get this solution to work in a 9.01 application. I have already uninstalled and reinstalled the solution, which didn’t resolve the issues. Below are the two errors I am seeing: When choosing Global Scenario from the Scenario(s) drop down list, I get an immediate error “Error processing member. The item was not found. Member, 11111111.” The details state: Unable to execute Business Rule ‘DSM_Paramhelper’ where it appears to be trying to call the Global Scenario by OneStream.Client.Api.DashboardsAjaxServiceReference.DashboardsAjaxServiceClient.GetParameterDisplayInfosUsingDashboardNameCompressed(SessionInfo si, LoadDashboardInfo loadDashboardInfo, Boolean isForDashboardUIWithInteractiveComponents, Dictionary`2 custSubstVarsAlreadyResolved). If I pick a specific Scenario, I am getting a different error. It allows me to pick the Scenario and Time, but when save the Task, I get “The input string ‘’ was not in a correct format.”. The error details show it is an issue with the same Business Rule ‘DSM_SolutionHelper’ where Conversion from string “” to type ‘Double’ is not valid. The input string ‘’ was not in a correct format. OneStream.Client.Api.DashboardsAjaxServiceReference.DashboardsAjaxServiceClient.StartExecuteSelectionChangedServerTaskCompressed(SessionInfo si, Boolean isSystemLevel, Guid primaryDashboardID, Guid embeddedDashboardID, Guid componentID, PageInstanceInfo pageInstanceInfo, XFSelectionChangedServerTaskInfo serverTaskInfo) Any advice on how to correct these issues would be greatly appreciated.About Foundation Second Edition
Beyond offering a training guide, the focus of this book is on the ‘why’ of design and building an application. While the foundational principles of building a solid, scalable OneStream application have remained largely unchanged, updates contained in this second edition reflect implemented software enhancements, along with the ongoing development of the OneStream landscape. Manage your Implementation with the OneStream methodology Understand Design and Build concepts Build solutions for the Consolidation of financial data, and develop Planning models Create Data Integration solutions that will feed your models Develop Workflows to guide and manage your End-Users Advance your solutions with Rules and Security Take advantage of detailed Data Reporting using tools such as Analytic Blend and Advanced Excel functionality Tune Performance, and optimize your application New content on Workspaces, Smart Integration, Dashboard design, and more. Over 180 updated images. The information contained within this book is relevant to software version 8.4.0. To access the complete publication, you must purchase either the PDF or the physical copy of the book. Purchases can be made at onestreampress.com. Table of Contents Foreword by Tom Shea Introduction [Peter Fugere, updated by Chul Smith] Methodology and the project [Greg Bankston, updated by Greg Bankston] Design and Build [Peter Fugere, updated by Chul Smith] Consolidation [Eric Osmanski, updated by Nick Bolinger] Planning [Jonathan Golembiewski, updated by Jonathan Golembiewski] Data Integration [John Von Allmen, updated by Joakim Kulan] Workflow [Todd Allen, updated by Chul Smith] Rules and Calculations [Nick Kroppe and Chul Smith, updated by Nick Kroppe and Chul Smith] Security [Jody Di Giovanni, updated by Bobby Doyon] Reporting [Jacqui Slone and Chul Smith, updated by Chul Smith] Excel and Spreadsheet Reporting [Nick Blazosky, updated by Nick Blazosky] Analytic Blend [Andy Moore, Sam Richards, and Terry Shea, updated by Chul Smith] Introduction to the Solution Exchange [Shawn Stalker, updated by Shawn Stalker] Performance Tuning [Jeff Jones and Tony Dimitrie, updated by Jeff Jones]About Foundation
In this practical guide, The Architect Factory team at OneStream Software explains each part of an implementation, and the design of solutions. Readers will learn the core guiding principles for implementing OneStream from the company’s top team of experts. Beyond offering a training guide, the focus of this book is on the ‘why’ of design and building an application. Manage your Implementation with the OneStream methodology Understand Design and Build concepts Build solutions for the Consolidation of financial data, and develop Planning models Create Data Integration solutions that will feed your models Develop Workflows to guide and manage your End-Users Advance your solutions with Rules and Security Take advantage of detailed Data Reporting using tools such as Analytic Blend, Advanced Excel reporting, and Dashboarding Tune Performance, and optimize your application To access the complete publication, you must purchase either the PDF or the physical copy of the book. Purchases can be made at onestreampress.com. Table of Contents Introduction [Peter Fugere] Methodology and the project [Greg Bankston] Design and Build [Peter Fugere] Consolidation [Eric Osmanski] Planning [Jonathan Golembiewski] Data Integration [John Von Allmen] Workflow [Todd Allen] Rules and Calculations [Nick Kroppe and Chul Smith] - Available Excerpt Security [Jody Di Giovanni] Reporting [Jacqui Slone and Chul Smith] Excel and Spreadsheet Reporting [Nick Blazosky] Analytic Blend [Andy Moore, Sam Richards, and Terry Shea] Introduction to the MarketPlace [Shawn Stalker] Performance Tuning I [Jeff Jones and Tony Dimitrie] - Available Excerpt Performance Tuning II [Jeff Jones and Tony Dimitrie]Matrix data load with entities in columns
Is there a way to set up a single matrix data source for a file with accounts in rows and entities in columns where the entities could change, as well as the number of entities? Can you set up matrix for max number of entities and read entity from specific row?
