How to Ensure Your Business Rules Are v8+ Compatible and Updates to Workspaces
There are several substantial changes as part of v8 that can impact business rules and custom solutions. These are being driven by: The introduction of workspaces and associated security roles and xfproject changes. Adding Cube Views to workspaces. The expansion of locations where cube views can be created, managed, and stored. Transitioning the business rule compiler from .NET Framework 4.8 to .NET6 (.NET Core). The attached document represents the changes and lessons learned made by OneStream MarketPlace while addressing these changes for the ~50 solutions maintained on Solution Exchange.
Platform v8.1.0 Features
Platform 8.1.0 Release See below for an overview of the 8.1.0 Features. Refer to the8.1.0 Release Differences Coursefor more details on these features. Journals Copying Journals Across Scenarios The initialjournal copy featuremade its debut in 8.0 allowing users to copy journals across time periods. With this new feature, you can copy one or more journals to one or more time periods for a given scenario. Export Journals to Excel Template You can now easily create your own Journal Excel Template by exporting select journals directly from the Workflow. Now, you can take advantage of this feature through the newExport to Excel Templateicon to the Journal Entry toolbar. This icon will allow you to choose the necessary journals to use as the template's starting point. Workspaces Data Management and Workspaces Data Management joined the Workspaces page. Now, you will notice a few key additions: Maintenance Units have a newData Management Groupssection where your steps and sequences are stored. The Workspace toolbar expanded to include thecreate stepandcreate sequencebuttons. The legacy Data Management Page is still present, and the existing Application Security Roles still apply. Cube Views Long Running Cube Views and Task Activity You will now be prompted to cancel the task if a Cube View takes longer than 10 seconds to render. This cancellation occurs immediately and prevents the task from running/processing in the background. You will also notice a change in Task Activity. Here, you an easily see long running tasks and was updated to ensure it provides proper task statuses upon cancellation and logging detail for Cube Views. Spreadsheet/Excel Add-In Create Quick View from Cube View via Data Explorer Grid You will now notice a new right-click option within your Cube View Data Explore grid. This option will launch a new tab within the Windows Application that creates a Quick View based on the selected Cube View Cell within Spreadsheet. XFGetCell Drill Down Drill Down now exists for XFGetCells in Spreadsheet and the Excel Add-In! You will see the Drill Down option when right-clicking on an XFGetCell. This option follows standard Drill Down behavior you have grown to know and love. Task Activity in Excel Add-In Task Activity is now accessible from the Excel Add-In OneStream toolbar. Identity Access Management (IAM) SAML IdP User Management SAML IdP self-serve management has been enhanced in the IAM portal. You can now manage SAML IdPs more efficiently through auto-discovery or importing an xml file. Smart Integration Connector (SIC) IP Whitelisting With the release of 8.1, we added an IP whitelisting option for ingress communication to both the Local Gateway Server and to the Azure Relay service. This is for our customers who want to filter/limit connection traffic. SIC Utility Enhancement The SIC utility was enhanced in 8.1 to auto-open the XFGateway Config file. This will ensure the correct config file is selected. If it can't find the default file, a new file will be generated upon which the user is notified.
OneStream Platform 8.0.0 Release Overview Webinar Recording
OneStream Platform 8.0.0 Release Overview Webinar Date: August 22, 2023 Additional Feature Resources: Platform 8.0.0 Feature Overview OneStream Identity Server Smart Integration Connector Additional Upgrade Resources: Platform v8 Upgrade Process Upgrade Summary & Readiness Checklist v8 Upgrade Office Hours SchedulePlatform 8.0.0 Release Features
Journal Workflow Enhancements General Ease of Use Enhancements Journal Workflow Enhancements Workflow Profile Security Settings There are two new journal security properties that control self-approval and self-posting. Users need the ability to approve/post journals submitted by other users, but should not always be allowed to approve or post their own. Property Name Description Prevent Self-Approval (t/f) If True, users can only approve journals submitted by another user within the Workflow. If True (include admins), this will apply to Administrators (anyone in the Administrator Group) in addition to the Workflow users. Prevent Self-Post (t/f) If True, users can only post journals submitted by another user within the Workflow. If True (include admins), this will apply to Administrators (anyone in the Administrator Group) in addition to the Workflow users. Workflow Profile Control Settings Property Name Description Require Journal Template (t/f) If True, users can only make journal entries using a template. The Create Journal button is disabled in the Workflow. Can Load Unrelated Entities (t/f) If False, users can only make journal entries to the Entities assigned to the Workflow. If True, Entity selection is determined in the journal entry (current behavior). Default is True. Copy Journals You can now copy multiple journals to multiple time periods directly from the Workflow rather than using a Business Rule. Validate Journals You now have the option to manually validate journal intersections when submitting or approving journals. This helps make the Journal Workflow more efficient as errors can be fixed earlier in the process rather than right before posting them. Additional Journal Enhancements 1.) You can now delete journals in bulk rather than one at a time. 2.) Enable UD Dimension Descriptions to display your UD descriptions in the journal's POV. Note: these are derived from the UD Descriptions under Application Properties. 3.) Member Descriptions now display in the journal's line items. This is applicable to all editable Dimensions (those located in your Dimension Library). General Ease of Use Enhancements Data Management and Form Template Copy & Paste Functionality You can now copy/paste Data Management Steps and Sequences as well as Form Templates. Note: This can be done within the same Group or across Groups. Data Management and Form Template Rename Functionality You can now copy/paste Data Management Steps and Sequences as well as Form Templates. Business Rule Confirm Undo The Business Rule editor will now prompt you upon clicking the 'cancel all changes since last save.'
