6.5.0 Release Notes OneStream

Introduction

OneStream 6.5.0 is a minor release which contains new features, enhancements to existing features, and business rule API additions. The features of this type of release are developed to enhance the design capabilities, performance, and improve ease of use of applications. Designers, system administrators, and users, will benefit from the enhancements across their application. Minor versions are compatible with prior versions.

Important Notes

Prerequisites

Refer to Requirements for important notices and details regarding planning your upgrade.

Compatibility and Important Notices

Refer to Upgrade OneStream for information on compatibility of the OneStream Studio and OneStream Excel Add-in versions.

OneStream users are encouraged to adopt the OneStream Windows App. The OneStream web interface has been developed using Microsoft’s Silverlight web browser plug-in.  Microsoft officially announced in 2012 that development of Silverlight will be discontinued with support ending in October 2021. The OneStream Windows Application is the replacement for the Silverlight-based browser interface. Customers should note that certain new features may only be available in the OneStream Windows App due to its technology advantages. In addition, users can access OneStream through the HTML5-based OneStream Mobile and OneStream Excel Add-in.  OneStream will not support the Silverlight-based web browser interface beyond 2021.

NOTE: As of October 17th, 2021, Microsoft will no longer support Silverlight and it will no longer receive security updates. Therefore, to protect the OneStream cloud platform, OneStream will be removing support for Microsoft Silverlight from all cloud customers by the end of September 2021.

We will start a Silverlight disablement program for cloud customers during maintenance windows beginning April 2021 through September 2021. Customer Success Managers and Support teams will contact you to schedule this, in alignment with your usage patterns, and plan for transitioning impacted users to the OneStream Windows App. If you have any questions about the program, contact your Customer Success Manager or Product Support at support@onestreamsoftware.com.

OneStream version 5.3 was the last version to support the Windows 7 operating system. Windows 7 is no longer supported as a client operating system as of January 14, 2020, in line with Microsoft’s mainstream support policy. 

OneStream 6.x will be the final release series that includes the OneStream Studio Client which is used for custom report development. After the 6.x series, future releases will eliminate the need to install Studio Client. Report designers will be required to use the Report Designer in the Dashboard Report Component feature.

OneStream will be upgrading the minimum supported version of Transport Layer Security in the next release from TLS 1.1 to TLS 1.2. This upgrade is required to mitigate known vulnerability issues with TLS 1.1. All client operating systems that use OneStream software and services must be set to support use of TLS 1.2. This includes any authentication endpoints being used for login to OneStream API’s. Any connection attempts using TLS versions below TLS 1.2 will result in a failure to connect.

Schema Update

For OneStream 6.5.0, you are required to perform a Database Schema Upgrade on the Framework and application databases when upgrading from version 6.4.0 and prior using the OneStream Database Configuration Utility. 

New Features

  • The help file UI has been updated and Platform and MarketPlace documentation is included.

  • XF has been removed from the logo. (PF1-3957)

  • Surface specific internal BRAPI's have been created. DeleteWorkflowProfileEntity, SaveWorkflowProfileEntity, and GetCubeViewItemUsingName. (PF1-3947)

  • In Security, User Type has been added to enable auditing of users for SaaS customers. (PF1-3955)

  • Entity aggregation calculates at the local level and then aggregates quickly to give you a way to plan and forecast. (PF1-3954)

Enhancements

  • Load Cube includes retry logic for the bulk insert of LoadResultsRows. (PF1-3)

  • UD Attributes that reference Entity as the reference dimension can be consolidated. (PF4045)

  • In the Dimension toolbar a move button has been added to move dimensions up and down within the hierarchy. (PF1-3942)

  • Enhanced retry logic and added a new table, StageToFinanceDataUnit, to save the data and to track changes if a cube load is interrupted. (PF1-672)

Fixed

  • GetDirectLoadTransformationErrors is spelled correctly. (PF-162)

  • When you copy and paste into a Quick View in Excel or Spreadsheet, there is no delay in seeing the information. (PF3106)

  • When enhanced deadlock retry logic on the reset scenario encounters an error, it waits approximately 10 seconds and will retry up to a maximum of 20 times with an increasing wait time each retry. (PF1-3978)

Known Issues

  • Customers upgrading from BI Blend version 5.3 using the old syntax of NotUsed;SSOnly must edit the BI-Blend Aggregation Control properties. The NotUsed parent placeholder must be substituted with Root, or a valid parent member; NotUsed;SSOnly to Root;SSOnly or as parentmember;SSOnly. (24481)

  • LoadCustomTableUsing Excel function to convert numbers. This is how Excel handles decimal values and percentage formatting. (21787)

  • In Preferences > Culture, BI Viewer can crash when you change the culture from English. (22601)

  • In Dashboard studio designer, the data member does not display the data set fields tree on order to allow a section of a row. (22213)

  • If you create a custom selection style for a cube view with a border or pattern, the color won’t show in the palette, but it will show in the cube view. (21638)

  • “Object reference not set to an instance of an object” error displays when a spreadsheet component is referenced in an embedded dashboard when a different tab is selected before going back to the Dashboard tab. (21620)

  • If you click the Data Inspector in BI Viewer or BI Designer, and minimize in print preview, the application freezes. (20903)

  • Text wrapping will not work with a Cube View which uses Cube View Extender Rules. It causes Reports to incorrectly format data. (20635)

  • When launching the palette, the border properties can’t be previewed in the dialog. This is a technical limitation within Excel. (20199)

  • OneStream Desktop Application does not open in Windows Native version if MS Edge browser with Edge Chromium has support for Clickonce disabled. You must enable Edge Chromium support for Clickonce. (19757)

  • If running on Windows 2012 R2, requestFiltering removeServerHeader="true" needs to be removed from the config files, as it is only supported for IIS 10. (18662)

  • If Process Selection Changed for Inserts is set to False and you add a new row, the lower dashboard refreshes and the time updates. (18458)

  • Using Cube View Excel Style Formatting, if more than one row or column returned uses the same label, then only the first occurrence will support the style.  Unique styles are required. (17287)

  • In Cube Views with nested expansions the Member Name and Description wraps when viewed as a report. (16083)

  • Non-Administrator Application Pool User Returns Errors for PerfLib and PerfNet When Recycling IIS and Background Intelligent Transfer Service When Using "Recycle App Pool". (14336)

  • If your security protocols do not allow use of the click once client and you use the desktop client to install, the first time the install is performed as a silent install. If you need to upgrade, uninstall does not work. There is a workaround. (11184)

  • The XFDox Builder may not correctly update Table of Contents page numbering when content is added. (10704)

  • Users editing dimension hierarchies through the Silverlight-based web interface may experience an intermittent issue where the Dimension Library page becomes unavailable.  Use of the OneStream Windows Application is the recommended solution for application management to avoid this situation. (10274)

  • Viewing Dashboards in the Silverlight Web Browser, which are designed to contain more than six levels of nested Dashboards, may not render as expected.  Users encountering this issue should use the OneStream Windows Application interface as a solution. (10136, 10102)

  • Excel Extensible Documents may not retain the margin and print area formatting when assigned to a OneStream Book of reports. (9052)

  • Monitor displays set for over 125% may impact complex Dashboards by partially hiding content.  The Windows Application content zoom is recommended. The optimal display is 1920 x 1080 resolution. For the Windows desktop application, we recommend setting the scale to 100% and using the zoom functionality to zoom in. This is especially helpful in dashboards such as People Planning and Reporting Compliance.  (6255)

  • To have SSL security configured between the OneStream Application and Web Servers, Application Pools must use a local administrator account rather than a domain account for On-Prem. (4603)

  • When navigating to a Linked Cube View, the drill-down feature may not properly open a source document. (3056)

  • The Report Preview may Error in a Cube Views that are Sharing Rows/Columns and they both have the same row or column names. (2651)

Contact Support

If you would like assistance with your upgrade, contact Support through the ServiceNow portal. If you do not have access to ServiceNow, contact your customer success representative.