8.4.0 Release Notes

OneStream 8.4.0 is a minor release containing new features and enhancements to existing features.

For more information regarding this release, see the 8.4.0 Release Highlights course on OneStream Navigator.

Click on a section heading below to go directly to that section:

Highlights

  • We have rebranded our Platform. Our new look provides a modern experience, thoughtfully crafted to improve your experience.

    Our new logo and new look have been applied to:

    • Modern Browser Experience

    • Windows Application

    • Excel Add-In

    • Smart Integration Connector (SIC)

    • Identity & Access Management (IAM)

    • Documentation

    • Utilities

  • The Modern Browser Experience is now Generally Available with the release of 8.4. The Modern Browser Experience offers the full End User Experience. This means that users can access the OnePlace tab to interact with their Workflow, Cube Views, Dashboards, and Documents. See the Modern Browser Experience guide to learn more.

Prerequisites

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

  • Framework and application database schema updates are required for this upgrade. Full database backups are recommended.

  • Review the Upgrade Guide.

Important Notes

  • Microsoft has announced end of support for .NET 6 on 12 November 2024. Further details are available at https://dotnet.microsoft.com/en-us/platform/support/policy. OneStream plans to adopt Microsoft's Long-Term Support (LTS) .NET versions, which are released every two years and supported by Microsoft for three years. OneStream Platform v8.4 uses the .NET 8 development framework.

  • OneStream recommends that any credentialed integration with OneStream Platform should change passwords regularly.

  • Platform code migrated from System.Data.SqlClient to Microsoft.Data.SqlClient. For additional information, see Platform Version 8.0+ Readiness in the Upgrade Guide. (PF7-1295)

  • The following BRAPIs are scheduled for removal in a future release in a manner consistent with our sunset policy: BRApi.Utilities.EncryptText and BRApi.Utilities.DecryptText. Please update your business rules to use Key Management - Secrets found within the Cloud Administration Tools Marketplace Solution, or integrate with your own third-party secrets provider. (PF7-4417)

  • VPN or ExpressRoute used with OneStream cloud on Platform Releases prior to 8.0.0 will reach End of Service on 31 August 2024. All customers using VPN or ExpressRoute who are upgrading to Platform Release 8.0 or later will be required to migrate to Smart Integration Connector to integrate with local data sources. Cloud customers remaining on Platform Releases prior to 8.0.0 can continue to use VPN or ExpressRoute through the End of Service date, after which VPN will be out of support. Smart Integration Connector provides secure connectivity between a OneStream SaaS instance and customer data sources residing within a local network. See the Smart Integration Connector Guide for more information about enabling this feature in your environment.

  • The Smart Integration Connector has been validated to support the updated version of the SAP sapnwrfc.dll and supporting dlls. (PF7-7608)

  • The Smart Integration Connector Local Gateway Server version 8.4 is required to use with OneStream 8.4. Previous versions of Local Gateway Server will not communicate with OneStream 8.4. Upgrade your Local Gateway Server to v8.4 to continue using Smart Integration Connector. (PF7-6449)

  • The OneStream Roadmap for Cloud Infrastructure has identified WINSCP, typically used in Secure File Transfer Protocol (SFTP) data integration processes, will be deprecated in a future release. A more specific time frame will be announced when available. As of August 2024, both WINSCP and SSH.Net will be supported for SFTP file transfers. The best practice for new customers is to use SSH.Net for SFTP tasks. Existing customers are recommended to determine if their environments make use of SFTP and begin the process of transitioning any WINSCP operations to SSH.Net. For assistance in evaluating an environment, contact OneStream Support. Additional information on SSH.Net can be found in the Smart Integration Connector Guide.

  • ERPConnect45.dll is no longer included with OneStream and Smart Integration Connector. See the Smart Integration Connector Guide for referencing and integrating with the new ERPConnectStandard20.dll, available on the "DLL Packages" tile on the Platform page of Solution Exchange.

  • OneStream supports Windows Server 2019 and 2022.

  • OneStream Client operation supports Windows 10 and 11.

  • .NET 8 Desktop Runtime must be installed to local desktops and laptops to successfully operate the Windows Application Client in a Platform Release 8.4 environment. See the Platform v8+ Upgrade Group in ONECommunity. (PF7-3087)

  • When referring to file paths, it is best practice to ensure cross-platform compatibility. Instead of manually using ‘\’ for file path locations, we recommend the use of Path.Combine. This function seamlessly handles the path separators ('\' for Windows, '/' for Unix-based systems), making your code consistently functional regardless of the operating system.
  • Customers in the OneStream-hosted environment will use OneStream IdentityServer for authentication and can manage identity providers (IdPs) and personal access tokens (PATs) in the Identity & Access Management Portal. See the Identity and Access Management Guide.

  • If you are in a self-hosted environment, OneStream strongly encourages single sign-on with an external identity provider. To configure single sign-on with an external identity provider, see the Installation and Configuration Guide. (PF7-8083, PF7-8086)

  • To use the Modern Browser Experience for Platform Version 8.4+, you no longer need to log a ticket or contact your Customer Success Manager. On Platform versions 8.4+ and later, the Modern Browser Experience will be included with every release.

  • OneStream has provided authentication capabilities to increase security against social engineering vulnerabilities.

    • Cloud customers

      These enhancements are included in v8.4 OneStream IdentityServer (OIS) with no impact to existing OIS setup or end-user login flow.

      OneStream cloud customers with legacy authentication upgrading to Platform v8.4 will assume these increased security enhancements with their OIS migration during the Platform v8.4 upgrade.

    • Self-hosted customers

      Self-hosted customers (all operate with legacy SSO authentication) may opt in to these security enhancements through Web Server configuration changes. See the Installation and Configuration Guide for details. These authentication enhancements are disabled for self-hosted installations by default, resulting in no impact upon upgrading to Platform v8.4. (PF7-6193, PF7-5868)

Documentation

  • Instructions for configuring authentication in a self-hosted environment using the Modern Browser Experience are in the Installation and Configuration Guide.

  • Instructions for adding a key for encrypting REST API calls in a self-hosted environment using the Modern Browser Experience are in the REST API Implementation Guide.

New Features

Dynamic Cube Services (Limited Availability)

Provide new functionality to structure external data into multi-dimensional cubes without having to build traditional cubes and dimensions. Using workspace assemblies and real-time connectivity, Dynamic Cube Services allow external data to be surfaced in all reporting capacities by referencing data stored outside of the OneStream data layer.

NOTE: Participation in the DCS Limited Availability Program is restricted to SaaS customers demonstrating a 'go to production' use case that aligns with OneStream targets. Candidates must adopt v8.4 (and subsequently adopt the Q4 2024 R3 Platform release) and have sufficient resources dedicated to a successful implementation. Please contact the Product Growth team at productgrowth@onestream.com to learn more about preferred DCS use cases and to express interest in the DCS Limited Availability program.

Save from Excel to OneStream

Open, modify, and save files to the OneStream server directly from the Excel Add-In. (PF8-359)

Docking

Docking improves your experience in OneStream by allowing you to click, drag, and drop OneStream application tabs into specific docking areas and document groups. (PF6-5178)

Finance Business Rules in Workspaces

Finance Business Rules are integrated into Workspace Assemblies to make it easier to write and maintain business rules. (PF6-5589)

Enhancements

  • SQL Table Editor Row Background Colors: Administrators have the option to apply a background color to all rows or alternate rows of a SQL table in SQL Table Editor grids. This makes it easier to distinguish between rows of data at a glance and can reduce eye strain. (PF1-9991)

  • SQL Table Editor and Grid View Styling Update: The visual design of the SQL Table Editor and the Grid View dashboard components has been refreshed to provide a sleeker, more contemporary look. The title header now supports a light gray background with a transparent column header background. Text in the column header is bold and the filter funnel icon is replaced with a new funnel icon. (PF1-10015)

  • Add and Delete Actions on Context Menu of SQL Table Editor: You can insert and delete rows directly from a context menu. Previously, you used the Insert and Delete buttons located on the toolbar.

  • Dirty Cell Formatting for Quick Views: In Quick Views, dirty cell formatting supersedes conditional formatting. (PF8-1183)

  • Microsoft Entra Gallery Application: If you use Microsoft Entra ID (Microsoft Azure AD) SAML 2.0 for external single sign-on with OneStream IdentityServer, you can use the OneStream application in the Microsoft Entra Gallery for identity provider configuration. (PF7-7454)

  • Scale Factor: You can adjust the scale of a report to print an entire Cube View on one page using a new report setting called Scale Factor. (PF6-5614)

  • Rich Text Component: You can add formatted text using the Allow Rich Text property in the Text Box component. This allows you to create formatted text using the formatting toolbar in the Text Box Dashboard component. (PF6-5469)

  • Default Compiler Language in Workspaces: The compiler language field will default to C# when creating an Application or System Workspace Assembly. (PF6-5287)

  • Update POV Pane To Current Page: To activate the POV on the docked, floating window or main document group content, select the new Update POV Pane To Current Page toolbar button. When you hover over the toolbar button, it will highlight in yellow as an active icon. (PF6-5980)

  • Left Navigation: The Left Navigation Pane's OnePlace, Application, and System tabs will no longer be automatically selected depending on what page is open in the main, docking, or floating window. (PF6-5984)

  • Rebranding: The following colors are added as part of the rebranding color scheme: OSLighterGray: #EAEAEA, OSLightGray: #E9E9E9, OSDarkGray: #D4D4D4, OSCharcoalGray: #373737, and OSOffwhite: #FAFAFA. (PF6-6438)

  • Smart Integration Connector: BRApi.Utilities.IsGatewayOnline(gwName) added to check the health (online or offline) for environments. (PF7-7759)

  • Smart Integration Connector:The OneStream Local Gateway Utility includes the ability to export and import the configuration to a backup gateway server. (PF7-5508)

  • Smart Integration Connector: Active server is displayed for Database Gateways. (PF7-3937)

  • Smart Integration Connector: Updated Whitelisting of the Azure Relay to use the Microsoft best practice of limiting by namespace <*.servicebus.windows.net>. (PF7-7646)

  • Redundant and Fail-over Gateways: Traffic to redundant fail-over gateways is now load balanced across the Local Gateway Servers. (PF7-7646)

  • Retry Logic: Implemented retry logic for Batch Harvest and CreateAuditFile to reduce failures due to issues encountered when reading from the Azure File System. (PF5-3760)

  • Task Scheduler: Task Scheduler logic changes to account for the differences between a user's local time zone and the server UTC time zone to improve the scheduling of tasks. (PF5-3779)

  • Data Buffer: A new data buffer method, DescribeDataBuffer, provides the ability to log the contents of a data buffer to a local string. A key difference between DescribeDataBuffer and LogDataBuffer is that it is not limited to output using the Error Log. Using the DescribeDataBuffer method, there is flexibility to design the content being logged as well having options for output, such as a file or email. (PF5-3734)

  • Supported Currencies: Zimbabwe Gold (ZWG) is a supported currency. The previous currency, ZWL, is still available for historical data. You can enable ZWG in your application through the application properties. (PF1-10228)

  • Dynamic Dashboards: The IWsasDynamicDashboardsApiV820 interface used in dynamic dashboards is removed and the GetDynamicParametersForDynamicComponent function is added to the IWsasDynamicDashboardsApiV800. Contact your Solution Network contact to work with you on the best solution approach.

IdeaStream Enhancements

Watch to see the IdeaStream enhancements in this release (5:00)

  • IC Matching Report Plug Account Description: The IC Matching Report plug account tree view and report summary header display the plug account description alongside the plug account name. This streamlines the account matching process by providing additional context where you need it. With the plug account description visible, reviews are more efficient because you can easily identify matching accounts. Prior to this update, you could only view the plug account name, which could have led to confusion or uncertainty when selecting the appropriate accounts for viewing. (PF1-9548)

  • Input into C#Aggregated when Flow is Configured with Alternate Input Currency: You can now input data for base member values through the C#Aggregated member when the Flow member is configured with an Alternate Input Currency. Previously, data could be input into the C#Aggregated member only if the Flow member was not configured with an Alternate Input Currency. But if the Flow member was configured with an Alternate Input Currency, the intersections between the C#Aggregated member and that Flow member were showing as invalid, preventing you from inputting data. This limited companies that are using the Flow’s Alternate Input Currency functionality from fully adopting the Entity Aggregated Input feature for all of their planning business needs. (PF1-9529)

  • Complete and Revert Workflow Buttons: Added new Workspace Dashboard Button Type for Workflow Complete and Revert actions, removing the need for a custom business rule. (PF5-3393)

  • Clearer XFGetCell Error Messages: Error messages for locked workflows, user security issues, or wrong dimension intersections are clearer to help you locate and resolve issues when referencing XFSetCell functions in the Excel Add-In and Spreadsheet. (PF8-805)

  • Excel and Spreadsheet Ribbon Updates: The revamped ribbon minimizes accidental refreshes or submissions. Locate the most commonly used actions quickly and efficiently. (PF8-373)

  • Create In-Sheet Actions in Excel and Spreadsheet: Build In-sheet action buttons directly in the Excel Add-In and Spreadsheet to quickly perform data management sequences, refresh, and submit your worksheets and workbooks. (PF8-916, PF8-660, PF8-913)

  • Preserve Formatting in Excel and Spreadsheet: You can preserve native formatting changes in Excel and Spreadsheet for Cube Views, Table Views, and Quick Views. Simply enable the Preserve Excel Format setting when you create or modify a view to keep any formatting modifications after you refresh the sheet or workbook. (PF8-1029, PF8-791, PF8-768, PF8-352)

  • Display Cell Attachment for Excel and Spreadsheet: Enable the Include Cell Attachment Status setting to display a red indicator on Excel Add-In and Spreadsheet cells for Cube Views when they contain cell attachments or comments. (PF8-1042)

  • Copy and Paste Quick Views to Other Workbooks in Excel: Copy and paste existing Quick Views and Quick View formatting to separate worksheets and workbooks in the Excel Add-In. (PF8-782)

Fixed Issues

  • SQL Table Editor (STE) Grid Filtering Bug Fix: When the SQL Table Editor grid displayed results spanning multiple pages, column filters applied to the result set caused filtered data to be shown on each page individually. This behavior resulted in a fragmented view of the filtered data. This issue is corrected. When column filters are applied, filtered data is consolidated onto a single page, providing a seamless and coherent view of the results.

    NOTE: Consolidated column filtering is not supported on some data types. Applying filters on these data types will not yield consolidated filtered results. Unsupported data types: binary, char, date, datetime2, datetimeoffset, float, geography, geometry, hierarchyid, image, filestream, money, nchar, ntext, numeric, nvarchar, real, rowversion, smalldatetime, smallmoney, sql_variant, text, time, timestamp, tinyint, varbinary, xml.

  • IC Matching Report Includes Thousands Separator: The display format for numerical values in the Report Currency, Entity Currency, and Partner Currency columns includes a thousands separator for better readability. (PF1-9882)

  • Excel Add-in Compatibility: A new compatibility setting is available to prevent OneStream Add-In from being disabled programmatically. (PF8-842)

  • Exported Cube View Headers Automatically Sized: Cube Views will automatically size when exported to Excel when the value for the Row Header Width setting is set to -1. (PF8-801)

  • Cube Views in Excel Retain Formulas: When the Retain Formulas in Cube View Content setting is enabled, formulas are retained in Spreadsheet and Excel. (PF8-818)

  • Quick Views Functionality: Quick Views embedded in tables remain functional after upgrading from Platform Release 7.0.1. (PF8-826)

  • Cube View Header Subtitle Formatting: Cube View Header and Header Subtitle formatting apply when Include Cube View Header is enabled for Cube View Connections in Excel. (PF8-825)

  • Special Characters Handling for Create Copy of Quick View in Excel: Create Copy of Quick View functions when worksheet names contain special characters. (PF8-412)

  • XFGetCell Formulas Correctly Linked Post Upgrade: When you upgrade the OneStream Excel Add-In, XFGetCell formulas remain linked. (PF8-834)

  • Environment Name Display in Excel Context Pane: When more than one Excel sheet is open and each sheet is logged in to a unique environment, the sheet displays the name of the environment in the Excel context pane. (PF8-1045)

  • Opening Excel Report Books: When you launch a file with an .xfbook extension, it opens in Excel without causing an error. (PF8-1559)

  • Personal Access Tokens (PATs): You can use PATs created in OneStream IdentityServer (OIS) in Platform Release 8.2 or later. You do not need to re-generate those PATs. (PF7-6475)

    NOTE: Any PATs created in OIS in a Platform Release before 8.2 cannot be used. You need to re-generate those PATs. See the Identity and Access Management Guide.

  • Client Module: In System > Logging > Logon Activity, the column for Client Module displays the client module that was used to log on to OneStream. For example, if you log on from the Excel Add-In, the Client Module column displays Excel. (PF7-7415)

  • ScenarioID and ScenarioKey: When using the dashboard button to navigate to a different scenario and year, the button’s specific Workflow time updates with the set ScenarioID and ScenarioKey. (PF6-5237)

  • Modify Dynamic Dashboard Service to Use One API: Any Workspace Assemblies that reference V8.2.0 must be commented out. V8.2.0 API has been merged into the V.8.0.0 API. Any Workspace Assembly that references V8.2.0 must be updated to use V.8.0.0 since only one version of the API can be used. The default code is provided if you use a new dynamic dashboard service. (PF6-5129)

  • Refresh Document: You can click Refresh Document for the same Cube View Report in an XF Doc and Cube View Reports with an XF Doc that have changes made to them in Text Editor. (PF6-5465)

  • Excel Files with Graphs: Excel Files with graphs display in Text Editor. (PF6-5004)

  • Delimited Parameters with XFBR in Workspaces: Delimited parameters with XFBR that exist in the shareable Default and Non-Default Workspace can also be referenced in a Non-Default Workspace for SQL Table Editor column format. (PF6-5914)

  • Substitution Variables behind SQL Table Editor: Substitution variables resolve on parameters behind a SQL Table Editor Column. (PF6-5243)

  • Copy and Paste Items in Workspaces: You cannot copy and paste Non-Default Workspace items, such as Workspace Components, Button, Chart (Advanced), Combo Box, Embedded Dashboard, Supplied Parameter, Parameters, Data Adapters, Files, String Resource, and Assemblies in the Default Workspace > Default Maintenance Unit. (PF6-5233)

  • System Administrator Access in Workspaces: You will no longer encounter an error while accessing System Workspaces in the System Administration application. (PF6-5169)

  • Delete Rows in SQL Table Editor: The last row in a Dashboard SQL Table Editor Component deletes after using the Delete Row toolbar button. (PF6-5138)

  • Dynamic Dashboard Service Type: If you are writing a Dynamic Dashboard Service File using VB.Net and it implements IWsasDynamicDashboardsApiV800 from Platform Release 8.2 or previous versions, you must add the code that starts with GetDynamicParametersForDynamicComponent to the service file to compile. See Dynamic Dashboard Service Type. (PF6-5044)

  • Document Variable Field Shading: If the Document Variable content is shaded after processing and opening in Microsoft Word, update your settings under File > Options > Advanced > Field shading: Never. (PF6-5135)

  • System.IO.Packaging.dll: The System.IO.Packaging assembly has been added to referenced assemblies when compiling legacy business rules. You may run into an error when running UTM_DocMgrHelper or any business rule that references System.IO.Packaging.dll. You will need to remove all references to System.IO.Packaging.dll and WindowsBase.dll.  (PF6-6432)

  • Smart Integration Connector: Longer running parallel jobs using Smart Integration Connector no longer fail under certain conditions. (PF7-5876, PF7-7651)

  • Smart Integration Connector: The End-User License Agreement (EULA) is no longer shown during installation. (PF7-6197)

  • Smart Integration Connector: Additional text is no longer returned when there are errors in the Remote Business Rules. (PF7-7284)

  • Smart Integration Connector: PostgreSQL Npgsql has been updated to version 8.0.3. (PF7-7511)

  • Smart Integration Connector: Timestamp datatypes are now returned without needing to use a CAST. (PF7-7519)

  • Smart Integration Connector: Data is no longer returned for elements without a column name. (PF7-7633)

  • Invalid Database Server Error: When creating a new Custom Database Server Connection, invalid connection strings are saved without an error message while allowing a correction. (PF5-3692)

  • Task Scheduler Parameters: For Task Scheduler in custom Workspaces, Parameter Name and Value do not display in the Create/Edit Task dialog box after saving. (PF5-3592)

  • Copy Journals Time Periods: Time Periods shown in the Copy Journals dialog box accurately reflect the workflow profile status in each time period. Previously, when a journal profile was locked in a given time period, the same time period incorrectly appeared as locked for other journal profiles on the same workflow channel. Similarly, in cases where a journal profile was completed in a specific time period, that time period incorrectly showed as completed for all journal profiles under the same parent. (PF1-10233)

Known Issues

  • Personal access tokens (PATs) created in OneStream IdentityServer (OIS) in a Platform Release before 8.2 cannot be used. You need to re-generate those PATs. See the Identity and Access Management Guide. (PF7-6475)

  • Use of Cube View Member Filter Where Clause with HasChildren=True is only supported on dimensions assigned to the Default Scenario Type. (PF-21833)

  • The Large Data Pivot Grid duplicates items in the field list on the initial launch. After a field is dragged to a column or row, duplicate fields no longer display. (PF-31427)

  • The Whitelisted Domains setting in the Application Server Configuration file only allows for http and https formatted domains. References to non-http or non-https file schemes will no longer be allowed. (PF2-15004)

  • For Platform Releases from 8.0.X to 8.4.X, customers in self-hosted environments using a Microsoft Azure AD (Microsoft Entra ID) identity provider for authentication that have different email addresses in their OneStream user profile for External Provider User Name and in Microsoft Azure AD for email may encounter the following error: Azure did not provide a valid user name claim.

    To resolve this error, see OneStream Knowledge Base article KB0013254. (PF7-7867)

  • If you are in a self-hosted environment using an OIDC identity provider for legacy authentication with the Modern Browser Experience, add the Open Id Redirect Url in the Web Server Configuration file in OneStream. For configuration instructions, see the Installation and Configuration Guide and the Upgrade Guide. (PF7-7764, PF7-7261)

  • If you are in a self-hosted environment that has upgraded to Platform Release 8.1 or later and your Network Security settings block loopbacks, you will encounter an error with your REST API calls. To resolve this error, see OneStream Knowledge Base article KB0012911. (PF7-4202)

  • If you are in a self-hosted environment using a SAML 2.0 external identity provider for authentication and encounter an error, update the ACS URL both in the Web Server Configuration file in OneStream and in the application registration for the external identity provider. Use this format: https://<domainname>/OneStreamWeb/OneStreamLogonCallback.aspx/

    See OneStream Knowledge Base article KB0012777. (PF2-15177)

  • If you are in a self-hosted environment using a Microsoft Azure AD (Microsoft Entra ID) identity provider for authentication and encounter an error, add the tenant ID in the Web Server Configuration file in OneStream. See OneStream Knowledge Base article KB0012778. (PF2-15181)

  • If you are a commercial customer in a self-hosted environment using Microsoft Azure AD (Microsoft Entra ID) for authentication and encounter an error, update the redirect URL both in the Web Server Configuration file in OneStream and in the application registration in Microsoft Azure AD (Microsoft Entra ID) from https://onestreamclient to https://<domainname>/OneStreamWeb/OneStreamLogonCallback.aspx

    See OneStream Knowledge Base article KB0012781. (PF2-14668)

  • If you are in a self-hosted environment using a Microsoft Azure AD (Microsoft Entra ID) identity provider for REST API authentication and encounter an error, add the claim aud in the ordered lookups in the Web Server Configuration file in OneStream. See OneStream Knowledge Base article KB0012779. (PF2-15031)

  • If you are in a self-hosted environment using a PingFederate identity provider for REST API authentication and encounter an error, add the claim client_id in the ordered lookups in the Web Server Configuration file in OneStream. See OneStream Knowledge Base article KB0012780. (PF2-15027)

  • In the Task Scheduler Calendar View, weekly and monthly tasks created to run in the evening or nightly display additional days. (PF5-3538)

  • The icons in the Windows OneStream Search bar at the bottom left of the screen may not update after installation. You must clear out the icon cache to see the updated logo in that specific location. (PF6-6363)

  • When using the Navigate Recent Pages dialog box to open a tab in a maximized floating window, docking will restore the floating window size (not maximized). (PF6-6068)

  • In the Navigate Recent Pages dialog box, the OK button is enabled even when an item is not selected. Click the OK button when no option is selected to close the dialog box. (PF6-6065)

  • When you minimize and attempt to re-open a floating window on a separate monitor or screen, the floating window opens on the main application screen. You will need to drag the floating window back to the separate monitor or screen every time you re-open that minimized window. (PF6-5911)

  • The Close Page button will always appear on the Logon page. For example, when you log off, select Change Application, and then click the Close Page button in the top right corner of the Logon page. A blank screen will display. You must restart the application to log in again. (PF6-5805)

  • If you have a workflow page in a minimized floating window and then try to launch another workflow page from the main application page, the minimized floating window will display a black flash before loading. (PF6-5712)

  • A list box may display when you open multiple tabs or pages and click the leftmost tab and then right-click a tab closer to the right end of the tab bar. The list box will display a drop-down list with all currently opened tabs instead of the context menu. (PF6-5906)

  • The Update POV Pane To Current Page toolbar button appears in every docked or floating window even if the docked or floating window does not reference the POV pane settings. (PF6-6322)

  • ClickOnce shortcuts may not display the OneStream logo correctly. This could affect newly created shortcuts or ones from prior releases. Desktop MSI and EXE shortcut icons will display correctly. (PF6-6448)

  • For Windows Application and Excel Add-In, server disconnect will no longer work if you log off. If you need to disconnect from your existing server and reconnect to another, do not click the Logoff button on the Logon page before you click the Disconnect button. (PF6-6516)

  • If you have multiple tabs open and make changes to your Workflow while in the Data Explorer tab, you may encounter issues with displaying data in Data Explorer and with Workflow and Data Explorer tab colors. To resolve this, click on the active page. (PF6-6534)

  • If you have an Extensible Document with a large number of Cube Views and click the Refresh Document button, it will display the embedded content. If you reprocess the document, it will take some time to reprocess. (PF6-5088)

  • If you are returning multiple DataTables in a DataSet from a Remote Business Rule using Smart Integration Connector, the maximum number of combined rows and size are around 2 million rows and 2GB of data. (PF7-5132)

  • The maximum character count for Connection Strings and Connection String Passwords in Smart Integration Connector is 245 characters. (PF7-7612)

  • In Smart Integration Connector, the Whitelisting instructions with Microsoft best practices for whitelisting Azure Relay to a firewall have been adjusted. (PF7-7646)

  • You can send email through Smart Integration Connector over Custom Connections ("Notification Connection" in Data Management jobs). (PF7-6783)

  • Smart Integration Connector queries return numeric values with up to 38 total digits: 20 integer digits to left of the decimal point and 18 fractional digits to the right of the decimal point. (PF7-7583)

  • The Excel context pane does not function properly when opening .csv or .txt files. To resolve, open a new workbook and re-enable the context pane from the OneStream ribbon. (PF8-1480)

  • Using In-Sheet actions in Excel while AutoSave is enabled causes screen flickering. Disable AutoSave to use In-Sheet Actions and manually save changes. (PF8-1540)

  • When using In-Sheet actions, parameters can only be used if they have been resolved in an existing Cube View or Table View in the sheet or workbook. See In-Sheet Actions in the Design and Reference Guide. (PF8-1547)

  • The General Server property “White List File Extensions”, is read and applied only during server startup. Editing this property using the Application Configuration File or the System Configuration page requires an IIS Recycle of the environment to apply the settings. (PF5-3997)

  • A DB connect string stored in the SystemConfig database table for the BIBlendReporting database, when manually edited, causes loading issues. The connection string must be encrypted using the XFDatabase Config tool. Settings from the database, environment, and other config settings may not be read from the database and applied to the environment. Environment name, environment color, full width banner, or preview feature setting changes may not be reflected in the UI. (PF5-3879)

  • Uploaded files may not immediately display in the File Explorer view. You can navigate to a different folder then back to see the uploaded files. (PF-32468)

  • Task Manager users must upgrade to Platform 8.4 as versions of Task Manager prior to 8.4 are not compatible with this Platform release. Reinstall Task Manager, noting that we recommend uninstalling the Task Manager UI, and then upgrade to Platform 8.4. See the Task Manager Release Notes for details.

  • Connections in Power BI can break when adding applications to a OneStream environment. (PF8-1606)

Solutions Moving to OpenPlace or Sunset

The following solutions will be moving to OpenPlace in August 2025:

  • Excel Add-In Installer (XLI)

  • Data Entry 123 (DFM)

The following solutions will be moving to OpenPlace in August 2024:

  • Actor Workspace

  • Close Manager

  • Dimension Comparison Utility

  • Help Desk

  • PowerShell Scripting

  • Process Blocker

  • Process Control Manager

  • Provision Request Manager

  • Tax Provision

  • Train Me (Video Help)

  • Standard Cube View Styles

The following solutions will be sunset in August 2025 and will no longer be supported by OneStream:

  • Load Test Suite (LTS)

The following solutions will be sunset in August 2024 and will no longer be supported by OneStream:

  • End User Training - Cube View

  • End User Training - Excel Analysis

  • End User Training - Extensible Docs

  • End User Training - Report Books

  • End User Training - Spreadsheet Analysis

  • End User Training - Videos

  • End User Training - Workflow

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