Data Management

149 Topics

Can we parameterize or set a value for the additional "options" for the Data Export step in DM?
Hello OneStream Experts, I was wondering if it is possible to set a value or retrieve a value (using XFGetValue) from user input for the "options" in the Data Export of a Data Management job while developing an Extensibility Rule. The goal is to give end users control over Data Exports without granting them access to the Application tab. Below is the code I developed to execute the Data Management sequence. I noticed there are a list of options that can be leveraged; however, I have not been able to set any values for these options. Any help or suggestions would be greatly appreciated. Thanks!
NitishKrishB
4 days ago Place Workflow and Data Integration
14Views
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0Comments
Orphan members - validation error required
Hello dear community members, Background: We have had situations with month end workflow load validation errors which were fixed with UD1 mass upload. Few UD1 members ended up in Orphans, as the Parent did not exist yet in OneStream at the members mass upload step. The validation error disappeared and the workflow was complete. However, this created an Out of Balance and it was difficult to retrieve the issue. Questions/potential solutions help required: Would it be possible for the month end Workflow load Validation error to ignore Orphan members and still get an error even when we create members and end up by mistake in Orphans. Is there a way to delete Orphan members with a BR? Is there a way to stop the Metadata builder xml file to create Orphans when a parent is missing from OneStream? Thank you in advance for any idea/suggestion/tip/hint.
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IrinaDragusanu
10 days ago Place Workflow and Data Integration
61Views
0likes
11Comments
Is there guidance on the setting for the number of parallel executions for Harvest Batch Loads?
When using the BRAPi.Utilities.ExecuteFileHarvestBatchParallel function in an Extender BR, does anyone have any guidance and/or opinions on the proper setting of the parallelBatchCount parameter? My understanding has always been to set it to a maximum of the number of CPUs - 1 , available for the server performing data management or batch load processing.
KurtMayer
15 days ago Place Workflow and Data Integration
114Views
0likes
2Comments
Automating Data Access from OneStream to Snowflake: Exporting Financial and Master Data
How to configure the OneStream system to push the transaction and master data (dimensions) to Snowflake without manual intervention? I need step-by-step Info how to pull data from Snowflake into OneStream.
Sibi_S
22 days ago Place Workflow and Data Integration
390Views
0likes
4Comments
how do I check if a period is locked or unlocked in vb.net
I have a requirement to load to the most recent unlocked period. Using VB or C#, how do I check if a period is locked or unlocked? Thanks, Scott
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ssmith-nova
26 days ago Place Workflow and Data Integration
80Views
0likes
1Comment
Scheduling an extract of metadata
I'm being asked to schedule an extract of the OneStream metadata. I'm under the impression that this cannot be done using the Task Scheduler since an extract of metadata is not an option in Data Management. Is this an accurate statement? If this can be schedule, how so? Thanks!
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ChrisFeller
30 days ago Place Workflow and Data Integration
2KViews
0likes
7Comments
Files manipulation on SFTP Location
I need to move some files around the various folders on our SFTP server and I am trying to do it via the Extender BR. Basically I need to move the files from the staging folder into various other folders based on the file names. The rule below compiles successfully. When executed, I get the exception on the second pass ("Chase" related) but no files are being moved anywhere. I am stumped at the moment and would appreciate any suggestions. Thank you in advance. Yan Public Class MainClass Public Function Main(ByVal si As SessionInfo, ByVal globals As BRGlobals, ByVal api As Object, ByVal args As ExtenderArgs) As Object Try 'Set up SFTP connection session options Dim sessionOptions As New sessionOptions With sessionOptions .Protocol = Protocol.Sftp .HostName = "xxxxxxxxxx.xxxxx.com" .UserName = "XXXXXXX" .Password = "xxxXXxxxXXXXXx" .SshHostKeyFingerprint = "ssh-rsaxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxpNuL5H42WiDJY=" End With 'Use Session Using session As New Session 'Connect session.Open(sessionOptions) Dim transferOptions As New TransferOptions transferOptions.TransferMode = TransferMode.Binary Dim baiDirLocation As String = session.HomePath & "/test/TXM/BAI/" Dim remoteFiles As RemoteDirectoryInfo = session.ListDirectory(baiDirLocation) Dim results As TransferOperationResult Dim fileNumber As Integer = 0 For Each x As RemoteFileInfo In remoteFiles.Files Dim newName As String = Nothing If x.Name.Contains("Mizuho") Then results = session.PutFiles(baiDirLocation & x.Name, baiDirLocation & "Mizuho/" & x.Name, False, TransferOptions) If Not results.IsSuccess Then Throw New Exception("The file transfer from SFTP to OneStream harvest failed 1.") End If ElseIf x.Name.Contains("Chase") Then results = session.PutFiles(baiDirLocation & x.Name, baiDirLocation & "Chase/" & x.Name, False, TransferOptions) If Not results.IsSuccess Then Throw New Exception("The file transfer from SFTP to OneStream harvest failed 2.") End If 'Nothing End If 'Move or Remove Files or Move SFTP files to archive 'Session.RemoveFiles(glDirLocation & "S4iiisubdata_US50.txt") fileNumber += 1 Next 'Next Ends the Loop End Using 'Setup email distribution list When files are present Dim distributionList As New List(Of String) distributionList.Add("yyy.yyyyyyy@yyyyy.com,xxx.xxxxxxx@xxxxx.com") 'Calls email Sub Routine 'EmailNotification(batchinfo, si, distributionList) Return Nothing Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Function End Class
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YanSavinsky
2 months ago Place Workflow and Data Integration
42Views
0likes
4Comments
Reference a parameter in a different workspace than default
I am executing a Copy Data Management step which references a literal parameter (NOT in Default workspace) to get the scenario value. However, I am receiving an "Invalid Parameter" error when trying to use the parameter even though I confirmed the parameter is named correctly and has a value. However, when I created the same parameter in the Default workspace, the Data Management step executed successfully. In a Data Management step, is there a way to denote which workspace the parameter should be coming from? I tried something like: workspace_name.|!Scenario_parameter!| but no luck. Is there any documentation on this?
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ethanmgomes
2 months ago Place Workflow and Data Integration
1.8KViews
0likes
8Comments
Including Journal Entries from Different Origin Member in Account Reconciliation Discovery
Hi Community, I’m working on an Account Reconciliation solution where I need to ensure posted journal entries balances are also included in the Account Reconciliation discovery process. Currently, by design the Discovery process only pulls trial balance information already imported and validated in the Stage. Therefore, I wanted to check if there’s a recommended, or best practice approach, to accomplish this requirement. Any guidance or examples would be greatly appreciated, thanks in advance for your help!
shivani380
3 months ago Place Workflow and Data Integration
28Views
0likes
0Comments
Have some restriction clarity on security
One user has to access one entity and all products which means they can view all the products belongs to the one entity. what type of security want to use. can someone guide me.
Sibi_S
3 months ago Place Workflow and Data Integration
35Views
0likes
1Comment