UPGRADE REMINDER
Howdy folks! As a reminder, we are rapidly approaching the Community platform upgrade, slated for Wednesday, December 4. We anticipate downtime and some things looking wonky up until noon EST. Please bear with us as we get everything updated and sorted. Here's what you can expect while the upgrade takes place: December 4 1am- 6am EST - Community platform magic begins! 7am EST- SSO back up and running! AKA: users will be able to login again 8-12pm EST- visual enhancements are put in place For those in time zones ahead of EST, we expect you might have several hours where the community is unavailable. We apologize for that. Unfortunately, it's unavoidable BUT we promise it'll be worth it 😀 Additionally, we will post a helpful blog to get you oriented with the upgraded community. We are excited for you to try out the new OneStream Community!New Self Registration Functionality- Now Live!
What: OneStream users can enjoy a new experience with the Self-Registration process to the OneStream Portal! Customer users will have easy, seamless access to all OneStream resources for education, community, product knowledge, forums, and certification offerings. Who: All customer users are eligible to sign up through the Self-Registration Portal and receive access to OneStream’s resource offerings. Note: If you are already registered with an OneStream Okta id, you do not need to register again through the Self-Service Portal. Why: The new Self-Registration process will replace the old ticket system that relies on manual steps for accessing OneStream education, identity management system, and Okta. Users will be empowered to quickly verify their identity and access OneStream resources within seconds. How: To self-register, new users will go to the OneStream Portal, (https://osportal.onestream.com) to access the Self-Registration signup link. After clicking the link, the user’s information is queried, and a verification email is sent to the registered address. After clicking the link in the email, the user completes the Self-Registration process and enters OneStream Resources. For your convenience, OneStream has provided the following link, (OneStream Portal Self Registration) to Self-Registration videos and user guide to assist. As always, OneStream values our customers and thanks you for your patronage, collaboration, and partnership!New Self Registration- Coming October 31, 2023
What: OneStream users will experience a new Self-Registration process to the OneStream Portal! The lengthy process of setting up a new user through a ticketing system will be replaced with a one-click solution. This design will eliminate old barriers for setting up a new account. As a result, customers receive easier access to all OneStream resources for education, community, product knowledge, forums, and certification offerings. Why: The new Self-Registration process will replace the old ticket system that relies on manual steps for accessing OneStream education, identity management system, and Okta. Users will be empowered to quickly verify their identity and access OneStream resources within seconds. How: To self-register, new users will go to the OneStream Portal to access the Self-Registration signup link. After clicking the link, the user’s information is queried, and a verification email is sent to the registered address. After clicking the link in the email, the user completes the Self-Registration process and enters OneStream Resources. If you are already registered with a Okta id via OneStream, you do not need to register again through the Self-Service PortalUpcoming Changes to OneStream's Support Portal
On October 21st, we’ll be taking a significant step by migrating support ticketing from Incident Management to Case Management, along with several other exciting changes. This change will help streamline your support experience and get you to the proper resources as timely as possible. You will be able to have more transparency throughout the whole experience, including new features like requesting a callback. Here’s What’s Changing: New Case Submission Process: Improved, more guided process within the portal. Also, depreciate the use of support@onestreamsoftware.com email to create new cases. Request a Call Back Functionality: Talk directly to a member of OneStream on the phone or virtual meeting! Global Education Services (GES) Support: Open cases for the GES team (Certification, ONECommunity, Press, Training and Training Labs) directly within the Support Portal- getting you help faster than ever before. New Portal URL: We are consolidating the support portals used by our customers into one dynamic support portal, with a new URL. Users will automatically be redirected to the new portal when using the general link ( https://onestreamsoftware.service-now.com/ ) or when accessing the Support Portal via Okta. (Any previously bookmarked links may no longer work following the change) New Portal Interface: Improvements to the support portal interface and the associated email notifications to improve the overall experience. Support Knowledge Base Enhancements: Improving consistency and relevancy Historical Ticket Data: Existing incident and request tickets will be converted to Cases and will continue to be accessible in the Support Portal (assigned case numbers may not match the previous incident/request numbers from the previous tickets) Here’s What You Can Expect: During the maintenance window, the OneStream Support Portal may be inaccessible while the necessary upgrades are performed. (This maintenance does not affect use of the OneStream application) Following the completion of the maintenance, a notification will be sent regarding the success of the upgrade within the next business day Here’s What you Need to Do: Familiarize yourself with the key changes noted above. If you experience any critical issues with the OneStream application during the maintenance window, Email your Customer Success Manager directly. Questions? We are here to help. Should you have additional questions about this change, please contact your Customer Success Manager.
