Specify Global Options

The Global Options page contains key properties that define global OPS administration, initial setup, and configuration.

NOTE: All Global Option settings are retained during an upgrade.

Security Role [Manage OPS]

Anyone with this role is considered a FX admin and can configure any aspect of the OPS solution. By default, only the OneStream Administrator or someone in the Administrators user group can change these settings.

Security Role [Manage Packages Group]

Members of this access group can access, copy, create, modify, and ship Public packages and package groups.

Security Role [Manage Distributions Group]

Members of this access group can access, copy, create, and modify Public distribution lists.

Email Connection

Select an email connection from the drop-down menu. Email connections are configured in the OneStream Application Server configuration. Email connections contain all the necessary setup information for the local email provider, including the sending email address, server credentials, host, port, and other data. The email connections list is pulled from the Database Server Connections list in the Application Server configuration.

For more details on email database connections, see the OneStream Installation and Configuration Guide.

NOTE: See also Appendix 1 at the end of this guide for information on setting up OneStream encrypted email connections.

Default Email Title

The email title included in all distributions if a title is not assigned to the distribution.

Default Email Message

The email message included in all distributions if a message is not assigned to the distribution.

Concurrent Email Threads

The maximum number of email threads to run concurrently. This number is set by a OneStream Admin or an OPS manager, and depends on the capabilities of your email provider. The default is two.

Parameter Discovery Nesting

This controls how many times the Parameter Discovery process loops through extensible document content looking for parameters.

Create Fileshare Folder Path

This setting allows OPS to create folders if a folder does not exist upon saving when specified in the FileShare Folder Path field.

NOTE: Substitution variables can also be used to define file paths.

Test Mode (True/False)

Test mode allows users to test package delivery without the package being sent to the distribution list. If set to True, the package is run and logged in the Error Log rather than sending an email.

NOTE: If users have access to maintain packages and distribution lists, they must be included in the access group for Ancillary Tables (application server setup screen).