What IMPORT should i use for the SECURITY updates for BRApi
Hi All, i am new to OneStream, i tried creating BR for Security automation. below is my entire code in OS-BR. Imports System Imports System.Collections.Generic Imports System.Data Imports System.Data.Common Imports System.Globalization Imports System.IO Imports System.Linq Imports Microsoft.VisualBasic Imports OneStream.Finance.Database Imports OneStream.Finance.Engine Imports OneStream.Shared.Common Imports OneStream.Shared.Database Imports OneStream.Shared.Engine Imports OneStream.Shared.Wcf Imports OneStream.Stage.Database Imports OneStream.Stage.Engine Namespace OneStream.BusinessRule.Finance.BR_UserManagement Public Class SecurityGroupHelper Public Sub ShowQAGroups(ByVal si As SessionInfo, ByVal api As FinanceRulesApi) Try ' Get all security groups using the API passed to the function Dim allGroups As GroupInfo = BRApi.Security.Admin.GetGroup(si, "QA_Admin") ' Loop through all groups and display a MessageBox for each that starts with "QA_" For Each grp As MemberInfo In allGroups If grp.Member.Name.StartsWith("QA_") Then MessageBox.Show(grp.Member.Name, "QA Group Found") End If Next Catch ex As Exception Throw ErrorHandler.LogWrite(si, New XFException(si, ex)) End Try End Sub End Class End Namespace --------------------------------------------------------------------------------------- I am getting error as below. i am not sure what mistake in the code. one i am sure about messagebox.show. Error compiling Business Rule 'BR_UserManagement'. 1) Error at line 27: Expression is of type 'GroupInfo', which is not a collection type. 2) Error at line 29: 'MessageBox' is not declared. It may be inaccessible due to its protection level.
account is not translating
Good afternoon, I need help with translating a balance account. We set it up to calculate job to date and load its local currency value, then I wanted to translate it using a job to date rate (also setup as the balance account). The formula attached to the account is for every foreign base entity executes this: api.Data.Calculate("A#JTD_COST:V#YTD:F#EndBalLoad:U8#None:C#USD = RemoveZeros(A#JTD_COST:V#YTD:F#EndBalLoad:U8#None:C#Local * A#JTD_FX_RATE:V#YTD:F#EndBalLoad:U8#None:C#Local)",,,,,"U1#Active.base") The problem is that when I set the original account with Formula Pass then I get an error during the consolidation suggesting the invalid destination data unit in script. When I don't attach any Formula Pass then nothing happens at all. Any suggestions what I miss or how else balance accounts can be translated? Thank you, OlaAbout Admin
Whether you are a novice or seasoned administrator, this book examines key concepts to help you understand and manage the financial and data processes of your OneStream application. Written for administrators, this book is filled with technical and functional contexts – whether syntax-related to business rules or general accounting concepts – and dives into practical examples and use cases that provide guidance and insights into commonly encountered themes. By the end of this book, you will have a deep understanding and appreciation of the capabilities that the OneStream platform offers, and have the tools needed to tackle the wide variety of administrative actions that may surface. In this book, we will cover: Components within OneStream, such as application properties, metadata, and workflow Data troubleshooting for missing or off data, whether that is related to integration setup, workflow setup, calculation adjustments in business rules, or more. Translations involving cube and metadata settings, plus the loading and viewing of FX rates. The security framework, and all the nooks and crannies that can be secured within OneStream. Constraining and locking data through systems-level and process-level controls. Considerations – as companies mature – for the updating of new or existing business processes. 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 Chapter 1: Introduction Chapter 2: Testing Chapter 3: Application Properties Chapter 4: Metadata Management Chapter 5: Translation Chapter 6: Work the Workflow Chapter 7: Data Troubleshooting Chapter 8: Import and Validation Errors Chapter 9: Constraining and Locking Data Chapter 10: Business Rules Chapter 11: Cube Views Chapter 12: Securing the Pieces Chapter 13: Compliance and Audit Chapter 14: Business as “Usual” IndexAbout 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]Use Data Adapter in a Different Workspace
I'm looking copy an existing data adapter (screenshot below) from the RCM solution into a different workspace and use it within BI Viewer for custom dashboards. I believe the 'GetReconsWithStatusGridView' function is stored within the 'Services' assembly folder and 'ReconService.cs' is the file within the folder that needs called. I have 'Is Shareable Workspace' set to True. Since the method query references WSMU, I need to update that in order to properly call the underlying business rule. That's the part I'm having trouble with. I've tried a wide variety of syntax to no avail. Examples: {Workspace.OFC.RCM}{GetReconsWithStatusGridView}{AccountFilter=...} {Workspace.OFC.RCM.Services}{GetReconsWithStatusGridView}{AccountFilter=...} {Workspace.OFC.RCM.Services.ReconService}{GetReconsWithStatusGridView}{AccountFilter=...} Does anyone know the proper syntax to place in my copied data adapter? Are there any other steps I need to take to properly reference this business rule? Thanks!
