6.0.0 Release Notes OneStream

Release Date: March 31, 2020

Introduction

OneStream 6.0.0 is a major release containing significant new features, code changes to existing features, database schema changes, and API changes. The features of this release were developed to enhance the design capabilities, performance, and improve ease of use of applications. Designers, system administrators, and users will benefit from the enhancements across their application.

Important Notes

Prerequisites

Refer to Upgrade OneStream 6.0.0 for important notices and details regarding planning your upgrade.

Compatibility and Important Notices

Refer to Upgrade OneStream 6.0.0 for information on compatibility of the OneStream Studio and OneStream Excel Add-in versions.

OneStream users are encouraged to adopt the OneStream Windows App. The OneStream web interface has been developed using Microsoft’s Silverlight web browser plug-in.  Microsoft officially announced in 2012 that development of Silverlight will be discontinued with support ending in October 2021.  The OneStream Windows Application is the replacement for the Silverlight-based browser interface.  Customers should note that certain new features may only be available in the OneStream Windows App due to its technology advantages.  In addition, users can access OneStream through the HTML5-based OneStream Mobile and OneStream Excel Add-in.  OneStream will not support the Silverlight-based web browser interface beyond 2021.

OneStream version 5.3 was the last version to support the Windows 7 operating system. Windows 7 is no longer supported as a client operating system as of January 14, 2020, in line with Microsoft’s mainstream support policy. 

Schema Update

For OneStream 6.0.0, you are not required to perform a Database Schema Upgrade on the Framework and application databases when upgrading from version 6.1.0 and prior using the OneStream Database Configuration Utility. 

New Features

  • Time Dimension: The OneStream 6.0 Database Schema Update process will increase the end limit year of all OneStream applications to the year 2100. The extension of years defines the available Time range as 1996 to 2100 for all applications. (16382)

  • Business Rules Search: All users, with access to Business Rules, now can search for a Business Rule Name. The new Toolbar utility is a context-based search which functions across all the Business Rule Types. (15386)

  • Lock FX Rates: A new feature found in this version of OneStream is the capability to lock FX Rate Types. Administrators, and users with appropriate security roles, will be able to access the Lock/Unlock page through a new FX Rates toolbar button. The new page will allow FX Rate Types to be locked or unlocked by the selected Time. Existing FX Rate Excel or Spreadsheet workbooks can be update with the new XFIsFxRateLocked function to display the status. A set of BRAPI’s have been added to provide Business Rule automation and Dashboard control of the lock and unlock actions. The feature is fully managed with new Security Roles, Audit Logging and Task Activity notifications. (15094)

  • Workflow Names: A broad set of Workflow, Forms channel, Workflow Names has been added to provide designers with more flexible and efficient options when using Workspaces. Many of these options eliminate unnecessary processes, such as Forms and Process, that may be designed as functional operations within a Workspace. (15813)

  • Consolidation Dimension Security: Application Designers and Architects have the ability to modify the Security model by Cube. The Application/Cubes property, Use Parent Security For Relationship Consolidation Members will expose the relationship members of the Consolidation Dimension to application Security. This model will control the access of the Relationship Consolidation members to be based on the Security Access defined on the immediate parent Entity. (15804)

  • Cube View Paging Controls: Cube View Paging now has two new configuration methods. The OneStream Application Server Configuration Utility contains two new properties to set a global application configuration for the display of the maximum number of unsuppressed rows as well as a control for the maximum number of seconds to process Cube Views. Second, specific Cube Views may be tailored to modify the paging behavior with two new properties in the General Settings/ Common area as Max Unsuppressed Rows Per Page and Max Seconds to Process. (17155)

  • Cube View Insert Suppressed Row Member: A new Cube View data entry design element has been added to the Cube View Row Data/Suppression properties. The Allow Insert Suppressed Member property has been created to allow a designer a method to provide end users the ability to access suppressed members for the purposes of data entry. This new setting can be enabled at the Row Expansion level to control the user experience in Data Explorer or Workflow Forms. (16165)

  • Cube View Column Math Support for Hidden Columns: Complex Cube View Column Math calculations can now be derived using hidden columns. The IsColumnVisible, Column Header Formatting property now contains a new setting, CVMathOnly, which allows the column(s) to be hidden from view, yet still function within a GetDataCell Cube View Column calculation. (17847)

  • BI Viewer Component Properties: You can set dashboard borders to show or be hidden by setting Show Borders to True or False. (17249)

  • Maintain Dynamic Dirty Cell Status with Preserve Formulas in Cube Views: You can use retain formulas and dynamically highlighted evaluated cells within a cube view to automatically display updated values in an existing workbook, a sheet or sheets, external workbooks, and external renamed worksheets in Excel. You can also do this in Spreadsheet within the OneStream application, however, you can’t point the cell references to external workbooks. (16223)

  • Excel Add-in: Retain Formatting on Retrieval in an Attached Cube View using Selection Styles: You can bring an existing cube view into Excel or Spreadsheet and format to create highly formatted reporting using Excel/Spreadsheet functionality. It can be modified locally as well as in spreadsheet. You can use existing cube view formatting, add new styles to apply changes to rows, columns, or cells, or a combination of existing styles with new styles. (16570)

Changed

  • The Reset Scenario Data Management Step has been enabled for Scenarios with Yearly and Range Workflow Tracking Frequencies and Monthly Input Frequencies. (10940, 9252)

  • Login Authentication processing has been enhanced to retry on other servers if an unresponsive server is encountered. (15506, 17821)

  • SAML character padding has been removed to resolve failures on base64 decoding. (16803)

  • A new Dashboard Component has been created which masks password text entry. (16802)

  • The Large Data Pivot Grid will refresh the records by page went dimensions are pivoted between rows and columns. (15999)

  • Cube View Data Explorer rows will not be impacted be preceding rows having the IsRowVisible property as False. (15719)

  • The SQL Table Editor has been enabled to support filtering on Date Time defined columns. (15503)

  • The Pivot Grid Dashboard components can create, define and rename custom calculated fields. (14163)

  • Dashboard Label Components have a new property to enable text wrapping. (12643)

  • Dashboard Grid Viewer Component now has the capability to format the background cell colors, by column. (13237)

  • The Grid View Dashboard Component Save State property has been expanded to additional user actions. The Save State setting will now save the users selection of Columns placed in the Group By bar, Column Order, Sorting, as well as any Filter selections in the Group By bar. (12514, 12096, 17150)

  • The Dashboard Grid View and SQL Table Editor Components now contain the option to Re-set State. This right-click option will allow a user to clear their “Saved State” settings, returning the Component to its default design. (17430)

  • When multiple data adapters are used in a Dashboard Grid View Component, the table name displayed will be that of the table specified in the design of the component. (15646)

  • The Grid View and SQL Table Editor Dashboard Component Column Filter Icon will display with an orange fill color when a column filter is active. (17151)

  • A new formatting property has been added to the BI Viewer Component, Show Dashboard Item Borders, which allows the display of content borders to be shown or hidden. (16576)

Requested Enhancements

  • A new Excel/Spreadsheet Function, XFGetCalculatedFXRate, which will allow the designer to retrieve direct as well as triangulated derived rates. (16829)

  • SQL Table Editor’s Save State property now supports sorted columns. (17277)

  • The Grid View Dashboard Component Filtering is now supporting Saved State Filtering on Date-Time Columns. (17012)

  • SQL Editor Dashboard Component columns will support sorting when the Component is predefined with Group By properties. (15943)

  • The SQL Table Editor Dashboard Component supports source table columns with blank spaces. The design property Order By Clause no longer require brackets “[ ]” to reflect column names having blank spaces separating text. (17108, 16374)

  • A new formatting property has been added to the SQL Table Editor which allows the background color to be customized. (13237)

  • Quick View queries can now be renamed using the Rename Quick View toolbar button. (17252)

  • The OneStream Excel Add-In has been enhanced to eliminate conflicts and expand compatibility when other Excel Add-Ins are enabled. (13322)

Fixed

  • Copy POV from Data Cell/paste POV as XFGetCell function does not work for users with non-english locale. (12101)

  • Application Metadata files, in .zip file format, can be used to load files which are sized 2gig or greater. (13975)

  • Task Activity description details will show the correct subperiods when using Matrix Data Sources through the Harvest Batch folder. (14715)

  • When using Row Templates, the horizontal scrollbar will display in the Cube View Designer. (14717)

  • Pivot Grid Components will display culture formatting, while suppressing currency symbols. (14992, 15589)

  • Dashboard “Undo/Refresh” button is enabled to cancel all changes since the last saved state. (15854)

  • Server error handling corrected for error: Violation of PRIMARY KEY constraint 'PK_MetricValue' (15863)

  • Reset Scenario Data Management step will now reset the Workflow Status related to Scenarios having a Range Workflow Tracking Frequency. (16041)

  • Delete Dashboards button re-enabled to delete Dashboard Profiles. (16043)

Known Issues

  • Using Cube View Excel Style Formatting, if more than one row or column returned uses the same label, then only the first occurrence will support the style. Unique styles are required. (17287)

  • Non-Administrator Application Pool User Returns Errors for PerfLib and PerfNet When Recyling IIS and also Background Intelligent Transfer Service When Using "Recycle App Pool". (14336)

  • The XFDox Builder may not correctly update Table of Contents page numbering when content is added. (10704)

  • Users editing dimension hierarchies through the Silverlight-based web interface may experience an intermittent issue where the Dimension Library page becomes unavailable. Use of the OneStream Windows Application is the recommended solution for application management to avoid this situation. (10274)

  • Viewing Dashboards in the Silverlight Web Browser, which are designed to contain more than six levels of nested Dashboards, may not render as expected. Users encountering this issue should use the OneStream Windows Application interface as a solution. (10136, 10102)

  • Mapping to Data to UD Entity Default Is Not Aggregating With Row Mapping to Same UD Explicitly When Loading to Cube. (9549)

  • Excel Extensible Documents may not retain the margin and print area formatting when assigned to a OneStream Book of reports. (9052)

  • Monitor displays set for over 125% may impact complex Dashboards by partially hiding content. The Windows Application content zoom is recommended. (6255)

  • When opening a Workbook that contains OneStream Formulas/Cube Views/Quick Views directly from the file system before opening a blank Excel workbook and logging into the OneStream Excel Add-In, the user may receive a “Cannot run the macro ‘XFInternalSetConnectionInfo’ error. As a workaround, the user can open Excel, log in and then open the XLSX file, or they can launch the file from within OneStream if it is in the File Repository. (5024)

  • To have SSL security configured between the OneStream Application and Web Servers, Application Pools must use a local administrator account rather than a domain account for On-Prem. (4603)

  • When navigating to a Linked Cube View, the drill-down feature may not properly open a source document. (3056)

  • The Report Preview may Error in a Cube Views that are Sharing Rows/Columns and they both have the same row or column names. (2651)

  • When Cube Views are designed with cell border formatting on header and data cells, text wrapping may display unevenly between the headers and data cells. (2348)

  • If Process Selection Changed for Inserts is set to False and you add a new row, the lower dashboard refreshes and the time updates. (18458)

Contact Support

To contact OneStream support, first register at our support site http://support.onestreamsoftware.com and then email support@onestreamsoftware.com.