Installation and Setup

This section contains important details about the solution's planning, configuration, and installation. Before you install the solution, familiarize yourself with these details.

Dependencies

Component

Description

OneStream 8.4.0 or later

Minimum OneStream Platform version required to install this version of Allocations Management.

Solution Development Location

Before beginning installation, decide whether to build the solution directly in the Production OneStream application or a separate Development OneStream application. This section provides some key considerations for each option.

Production OneStream Application: The primary advantage of building the solution in a Production application is to not have to migrate the resulting work from a Development application. However, there are intrinsic risks when making design changes to an application used in a Production capacity and not advised.

IMPORTANT: It is recommended that you implement the solution in the Development environment with a fresh copy of the Production application before starting work.

Development OneStream Application: As a best practice, use the Development OneStream application to configure and test the solution initially.

Installation

  1. Log into OneStream.

  2. On the Application tab, click Tools > Load/Extract.

  3. On the Load tab, locate the solution package using the Select File icon and click Open.

  4. When the solutions file name appears, click Load.

  5. Click Close to complete the installation.

Package Contents

OneStream Allocations Management is the user interface for the settings & setup of OneStream Allocations Management.

Business Rules

The following Business Rules are included:

  • FALL_Constants

  • FALL_Factors

  • FALL_FileImport

  • FALL_FinanceCalcHelper

  • FALL_GenealogyDrill

  • FALL_GlobalRoutines

  • FALL_HelperQueries

  • FALL_ImportExportHelper

  • FALL_Licensing

  • FALL_ParamHelper

  • FALL_PerformanceLogging

  • FALL_RuleSets

  • FALL_Security

  • FALL_Settings

  • FALL_Setup

  • FALL_SolutionHelper

  • FALL_Utilities

  • FALL_ValidationSupport

Data Structures

The following Data Tables will be created during installation of the solution:

  • XFW_FALL_Alloc_Master

  • XFW_FALL_AuditLog

  • XFW_FALL_ControlLists

  • XFW_FALL_Filter

  • XFW_FALL_Genealogy

  • XFW_FALL_Main

Initial Setup

The first time you run the solution, you are guided through the solution setup process.

In OneStream, click OnePlace > Dashboards > Allocations Management > Allocations Management.

Solution Setup Steps

The first part of the setup involves creating necessary solution database tables.

  1. Click Begin Setup

    1. This step may be necessary when upgrading the solution in the future.

  2. Click Setup Tables to create the necessary solution database tables.

    1. Click Update Tables when performing an update with existing tables

  3. Once completed, click Launch Solution.