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.

  • 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:

    • HelpAboutSolutionCode_XXX where XXX is the solution code in the name and in the Default Value.

    • 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.

    • HelpAboutSolutionTitle_XXX where XXX is the solution code in the name and in the Default Value.

    • HelpAboutSolutionVersion_XXX in the format of PVXXX-SVXXX (for example, PV720-SV100).

  • 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

MarketPlace Solution Tools

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).