Install Financial Close

1. Navigate to SolutionExchange.

2. In the OneStream Solution Exchange, go to OneStream Solutions and select the OneStream Financial Close solution tile.

3. On the OneStream Financial Close Solution page, select the appropriate OneStream platform version from the Platform Version drop-down list.

4. Select the most recent version from the Solution Version drop-down list and then click Download.

5. Log in to OneStream.

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

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

8. Click the Load icon.

9. Click Close to complete the installation.

NOTE: Multiple instances can be successfully installed, however the same instance number build of the current release is required when upgrading.

IMPORTANT: Due to refactoring and restructuring of the source code, any previous source code customizations will be obsolete.