Select/Upload OneStream Solution
The first step in the solution analysis process is to select a file to load. Once selected, the file will be scanned to confirm that it meets acceptance criteria.
Click this button to open the OneStream File Explorer window where you can select a OneStream Solution file. Click Upload File to upload a OneStream Solution to the OneStream File Explorer folder.
When analyzing Solution Copy behavior, if the selected file is not a OneStream Solution file or is an unsupported file type, no results will be returned. If the selected file is an unsupported OneStream Solution file, the following error message will be displayed in the Results section.
The following acceptance criteria must be met for a solution file, such as one downloaded from OneStream Solution Exchange, to be copied.
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The file is a OneStream Solution zip file available on OneStream Solution Exchange or has similar characteristics. For example, it must contain a Dashboard Maintenance Unit, which must contain at least these four Parameters of the type of Literal:
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HelpAboutSolutionCode_XXX where XXX is the solution code in the name and in the Default Value.
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HelpAboutCreateBy_XXX where XXX is the solution code in the name and the name of the company that created this solution is in the Default Value.
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HelpAboutSolutionTitle_XXX where XXX is the solution code in the name and in the Default Value.
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HelpAboutSolutionVersion_XXX in the format of PVXXX-SVXXX (for example, PV720-SV100).
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The OneStream Solution is not on the Unsupported Solutions List.
Unsupported Solutions List
Solution Name | Solution Code |
---|---|
Actor Workspace |
AWS |
App Template - Fiscal Year End |
ATFYE |
Budget Forms |
BFRM |
Budget Manager |
BMR |
Cloud Administrator Tools | CAT |
Default Map Templates |
DMT |
Dim Template - Simple Currency Flow |
DTSCF |
Dim Template - Simple Single Currency Flow |
DTSSCF |
Dim Template - US States |
DTUSS |
Dimension Comparison Utility |
DCU |
End User Training-Cube Views |
EUTCV |
End User Training-Excel Analysis |
EUTEA |
End User Training-Extensible Docs |
EUTXFD |
End User Training-Report Books |
EUTRB |
End User Training-Workflow |
EUTW |
Excel Metadata Builder |
MDB |
File Explorer Manager | FEM |
Forecast Forms |
FFRM |
Forecast Manager |
FMR |
Guided Reporting |
GRT |
Load Test Suite |
LTS |
MST |
|
Metadata Builder | MDB |
PowerShell Scripting |
POW |
Provision Request Manager | PRM |
Sample Import Templates |
IMT |
Snippet Editor |
SNE |
Standard Application Reports |
RPTA |
Standard Cube View Styles |
RPTC |
Standard System Reports |
RPTS |
Table Data Manager | TDM |
Tax Provision Starter Kit |
TXP |
XML Security Remover |
XSR |
If the solution scan was successful and the solution files met the acceptance criteria, Solution Successfully Initialized will be displayed in the Results section and you can proceed.
Title: The title of the OneStream Solution.
Version: The OneStream Solution platform version (PV) and solution version (SV) numbers.
File Name: The OneStream Solution package contents file name.
Created By: The OneStream Solution creator company name.
Supported OneStream Solution Files with Non-standard Items
There are some supported OneStream Solution files that contain non-standard items. For example, improperly named components, DB table names, indexes and constraints that do not contain the solution code. If the OneStream Solution file contains non-standard items, the following message will be displayed in the Results section and the details of the non-standard items will be written to a OneStream Analysis Report text file specific to the solution file selected. If the solution was created by OneStream, you can proceed to Step 2. Non-standard items for solutions not created by OneStream need to be corrected before proceeding to Step 2.
Click to open the Package Contents Analysis Report text file.
NOTE: The time is written in Coordinated Universal Time (UTC).