Connect to a Server

You need to connect to a server to create items and manage OneStream business rules and workspace assemblies. The red Connection icon on the home screen indicates that you are not connected to a server.

The panel says Connect and a red icon displays

Complete these steps to connect to a server:

  1. Go to File > Connect to Server or click Connect.

    The File menu is expanded to display the Connect to Server option

    The mouse hovers over the Connect button

  2. In the Connect dialog box, enter a server address. If you have previously connected to a server, you can select the server address from the drop-down menu.

    NOTE: Remove OneStreamWeb from the server address. For example, if your server address is https://my.onestreamserver.com/OneStreamWeb, enter https://my.onestreamserver.com.

  3. Click the Log On button and complete your OIS logon process.

  4. From the Application drop-down menu, select an application and then click the Open Application button.

    The Logon window displays a server adddress and an application selection

    NOTE: The most recently opened application on the server is saved and automatically selected in the Application field.

The home screen now displays a green Connection icon to indicate you are connected to a server and application. The tool bar displays the user, application, and server URL.

The panel displays with a green Connection icon

If you are connected to a server but have not selected an application, the Connection icon will be orange.

The panel displays with an orange Connection icon

If an exception occurs on the server, you will receive an error. Click the Open Log Location button to review logging information about the exception.

The Logon Error window says Unable to connecto to server using address

NOTE: Log files are located at AppData\Local\OneStream\Developer Studio\logs.

Complete these steps to switch to a different application:

  1. Go to File > Connect to a Server, or select the panel containing the server address and Connection icon to open the Connectdialog box.

  2. From the Application drop-down menu, select a different application.

  3. Click the Open Application button.