Set Up File Explorer Manager

The first time you run File Explorer Manager you will be guided through the table setup process: 

  • In OneStream, click Community Solution> Dashboards > File Explorer Manager > File Explorer Manager

Create Tables and Launch Solution

The first time you run this solution, you are directed to the File Explorer Manager Setup screen.

NOTE: Before running the setup, ensure that the account being used to access SQL server has table creation rights on the SQL database to create the custom tables.

The first step of the setup creates all tables required for File Explorer Manager.

  1. Click Step 1: Setup Tables

  2. When setup is complete, click Step 2: Launch Solution to open File Explorer Manager.

Package Contents

The Dashboard Maintenance unit provides the user interface for File Explorer Manager and includes the required dashboard groups, components, data adapters, parameters, and files.

It is not recommended to rename any included Dashboard, dimension, member, etc. unless specified.

The following Business Rules are included:

FEM_HelperQueries: A Dashboard Data Set business rule. This rule provides helper queries for listings and reporting statistics used to create the dashboards and provide activity log functionality.

FEM_SolutionHelper: A Dashboard Extender business rule that provides various helper functions for the File Explorer Manager solution. These helper functions include management of the solution setup, configuration settings, file manipulation, and other key user interactions in the solution.

FEM_ParamHelper: A Conditional Parameter helper functions XFBR String business rule. This rule is used to provide conditional parameter processing functions that allow a parameter value to be interpreted and substituted with a different string.

FEM_SharedHelper: A common library of functions and properties that are shared between the other three business rules. This allows for more consistency throughout the solution code and the ability to reuse commonly used functions and properties.

The following database tables are included:

  • XFW_FEM_Artifact

  • XFW_FEM_ArtifactType

  • XFW_FEM_Batch

  • XFW_FEM_ControlLists

  • XFW_FEM_FileContent

  • XFW_FEM_FolderFeatures

  • XFW_FEM_History

  • XFW_FEM_Operation

  • XFW_FEM_Process

  • XFW_FEM_Recycle

  • XFW_FEM_SystemLocation