8.5.0 Release Notes

OneStream 8.5.0 is a minor release containing new features and enhancements to existing features.

For more information regarding this release, see the 8.5.0 Release Highlights course on OneStream Navigator.

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

Highlights

  • The Modern Browser Experience is now generally available, enabling users to use the OnePlace tab to interact with Workflow, Cube Views, Dashboards, and Documents. See the Modern Browser Experience guide to learn more.

New Features

Parameter Driven Drop-down Menus

The Parameters feature eliminates the need for manual creation and maintenance of drop-down menus in Excel and Spreadsheet. The feature enables you to populate the values of drop-down menus and interact with your data using member list, delimited list, or bound list parameter types. (PF8-646)

Menu Component

The Menu Component allow developers to create navigational menus on dashboards in the OneStream Windows Application. Developers can hover over or select the menu items to view drop-down menus and additional options. This also displays in the Modern Browser Experience's dashboards. (PF6-6642)

Power BI Connector Security Role

The AnalyticsApi application security role is used for outbound, one-way connectors. (PF9-955)

Enhancements

Journals

  • Right-Aligned Debit, Credit, and Total Values In Journal Line Items: Debit, Credit, and Total Values are right-aligned in journal line items. This aids in readability. Previously, they were left-aligned. (PF1-9931)

  • Debit and Credit Totals with Thousands Separator in Journal Line Items: Debit and credit totals in journal line items display with the thousands separator, localized to the user’s culture. This makes it easier to read values. (PF1-9946)

  • Column Sorting in Journal Line Items: You can sort journal line items by clicking the column header. You can sort multiple columns simultaneously using Shift + clicking on additional column headers. (PF1-9962)

Authentication

  • Profile Scope for OIDC Identity Provider: In the Identity & Access Management Portal, when you add an OIDC identity provider, under Scopes, the profile checkbox will be selected by default. It is an optional setting, so you can clear the checkbox if needed to align with the configuration of your identity provider. (PF7-7735)

Dashboard Components

  • Text Editor Component: An Allow Refresh property is added to the Text Editor component to enable users to hide the Refresh Document toolbar button under the OneStream ribbon in the Windows Application and Modern Browser Experience. (PF6-6913, PF6-6917)

Rebranding

  • Rebranding: The Find and Replace syntax highlight color in Formula code editors is a clearer yellow with a gray overcast. (PF6-6122)

  • Rebranding: The Pivot Grid line colors are updated and are visible in the OneStream Windows Application. (PF6-6528)

Smart Integration Connector

  • Encrypted and Masked Parameter Values: Configuration Parameters Values are encrypted and masked upon display. (PF7-4215)
  • Version Numbers Displayed: The Smart Integration Connector version number is displayed in the title bar of the Smart Integration Connector Utility and included as part of the Installation file filename. (PF7-7804, PF7-4610)
  • Redundant and Fail-over Gateways: Traffic to redundant fail-over gateways is load balanced across the Local Gateway Servers. (PF7-7646)

Spreadsheet and Excel Add-In

  • Enhanced Task Notifications in Excel and Spreadsheet: When a data management sequence fails in Excel or Spreadsheet, you are alerted with a failed task notification in the active application. (PF8-1550)

Miscellaneous

  • AutoRecycle Hour: When you configure Application Servers , you can enter the number 24 as a start or end hour for AutoRecycling. (PF5-4039)

  • Whitelist Validation for Data Cell Attachments: File validation is extended to include files loaded into OneStream through Data Cell Attachments. (PF5-4029)

IdeaStream Enhancements

  • Task Scheduler: Task Scheduler Tasks automatically adjust to the creator’s time zone and account for daylight saving time. (PF5-3256)

  • Derive Table View Drop-Down Menu Values: You can quickly generate drop-down menus based on your delimited, bound, or member lists parameters in Excel and Spreadsheet. (PF8-345, PF8-935)

Fixed Issues

Modern Browser Experience

  • Disabled Completed Time Periods for Journal Copy Functionality: Completed time periods are disabled in the Copy Journals Dialog box. Previously, completed time periods could be selected as a target time period and those copy jobs would fail. (PF1-9834)

  • Forms: Cube Views and Spreadsheets contained in Dashboard forms in Workflow are still editable after the form is marked as Completed. (PF4-10833)

  • Cube Views: Components using the Auto value for width or height were not rendering as expected in dashboards using a Grid layout. (PF4-10930)

  • Cube Views: Columns without defined widths were being set to a default width instead of autofitting to initially rendered data. (PF4-10927)

Journals

  • Quick Posting Journals:You can quick post a journal if you have permissions to process, approve, and submit the journal. Previously, in the Windows App and Modern Browser Experience, you could not quick post journals in certain situations, even with process, approve, and submit permissions. (PF1-10472)

  • Copy Journals Target Time Period Respects Target Scenario’s Input Frequency: The Target Time Period dialog box in copy journals displays the input frequencies of the Target Scenario. Previously, the Copy Journals dialog box would only show the input frequencies of the source scenario. (PF1-10264)

Configuration Files

  • Intermittent Configuration File Errors: If configuration files are not found initially, the server has retry logic to retrieve the file again, which fixes potential errors after the file is found. Previously, intermittent background errors related to missing XFAppServer or XFWebServer files were appearing in the error log and Windows Event Log. (PF1-10317)

Intercompany Matching Reports

  • Large Values Displaying in Intercompany Matching Report: Large data values over 1,000,000 fully display in the Intercompany Matching Report. Previously, large data values were not displaying completely. (PF1-10190)

Authentication

  • Log In after Session Time-out: In Modern Browser Experience, if you are logged in and your session ends because of a time-out, a message will display that confirms your session has ended with a LOG IN button so that you can log in again. (PF7-5823)

  • Disconnect Button: In the desktop application (Windows Client application and Excel Add-In), if you log off and then click the Disconnect button, you will be disconnected from the server and a message will display that confirms your session has ended. (PF7-8183)

  • External Authentication Providers Drop-down Menu: For customers using OneStream IdentityServer, in the Security page for each user, the External Authentication Provider drop-down menu displays the configured external authentication providers and the option (Not Used), which can be selected for native authentication. (PF7-8435)

  • End User Session: In the Windows Client application, if an administrator goes to System > Logging > Logon Activity, selects a user, and clicks the Logoff Selected Session button, that session will be ended. (PF7-8172)

Spreadsheet and Excel Add-In

  • Cube View Expanded Level on Rows Setting Expands Rows on Initial Output: The Cube View's ExcelExpandedOutlineLevelOnRows setting in a Cube View in Excel or Spreadsheet functions as expected when set to any value between three and six. (PF8-1278)

  • Hidden Rows/Columns in Excel Add-In When Offline: In Excel, when the Retain All Formatting When Saving Offline setting is set to True, a Preserve Hidden Rows and Columns setting, becomes available. When set to True, any hidden rows and columns in the sheet remain hidden when saving offline. (PF8-1289)

  • Formatting Table View Headers: You can enter Table View Column headers regardless of the format type of the column. (PF8-1071)

  • Copy and Paste Quick Views Without Error: You can copy and paste Quick Views with Preserve Excel Formatting enabled. (PF8-1489)

  • Enhanced Performance on Dynamically Highlight Evaluated Cells: The performance of Dynamically Highlighted Evaluated Cells is streamlined by mitigating events that lead to out of sync caching.(PF8-1394)

  • Resolved Excel Screen Flickering when AutoSave is Enabled: Users no longer experience screen flickering under certain conditions when working in Excel with AutoSave enabled. For the best experience, OneStream recommends disabling AutoSave and saving manually when working in Excel. (PF8-1540)

  • Excel Context Pane Opens .csv and .text Files: You can open .csv and .txt files from the Documents tab in the Task Pane in Excel without error. (PF8-1526)

  • Excel In-Sheet Action Setting Shows as Enabled: If the Do not wait for task to finish setting is turned on for In-Sheet Actions, the box appears checked when editing the In-Sheet Action, indicating that it's enabled. (PF8-1669)

  • Refresh Table Views: XFTV Named Ranges refresh when using Refresh Workbook and Refresh Worksheet buttons in the OneStream Ribbon in Excel and Spreadsheet. (PF8-1858)

  • Exchange Rate Retrieval: The XFGetCalculatedFxRate function retrieves an exchange rate when a single exchange rate is available. (PF5-3959)

Smart Integration Connector

  • DLL Handling: When the Smart Integration Connector service starts, DLLs located in the Referenced Assembly folder are no longer copied to the root install folder. (PF7-3325)

  • Connection String Encryption: Connection strings greater than 245 characters will encrypt. (PF7-7612)

Docking

  • Workflow Tab: Updating the OnePlace > Workflow Profile, Scenario, or Time will refresh, update, and open any existing Workflow tab to use the new settings. (PF6-6534)

Dimensions

  • IC Accounts:  When you load an XML file with IC Accounts, the IC Constraints that have Root will default to Top. (PF5-4037)

Reports

  • Report Designer Preview: You can enable and disable the Report Header for XFSubreports in the Report Designer Preview. (PF5-3995)

  • Cube View Report: When you apply Report Cell Format formatting in your Cube View report with a double underline, it will display as two lines instead of a single thick line . (PF5-3940)

Workflow

  • Certification Questionnaires Count: Counts for Questions, Answered, and Unanswered were missing in the Questionnaires grid of the Certify workflow step. They are now displayed. (PF1-10484)

Known Issues

Miscellaneous

  • 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)

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

  • When using the Navigate Recent Pages dialog box to open a tab in a maximized floating window, docking will restore the floating window size and is no longer maximized. (PF6-6068)

  • In the Navigate Recent Pages dialog box, the OK button is enabled even when an item is not selected. Clicking the OK button when no option is selected will 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 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 is enabled on the Logon page. For example, when you log off or select Change Application and then click the Close Page button in the top right corner of the page, a blank screen will display. You must restart the application to access the Logon page 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 page 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)

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

  • An error occurs when closing a tab by depressing the mouse scroll wheel and then attempting to reopen the tab through the left navigation pane. The error will be a User Interface Stack Trace at OneStreamDesktop.MainPageWPF.ConstructXFPageDerivedInstance(Guid pageContainerInstanceID, DocumentGroup docGroup, XFPageType xfPageType, String[] args) (PF6-7207)

  • 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.

  • Server Workflow caching processes inherit client-side regional culture-code settings. In certain conditions, differences between a user’s culture-code encoding of the minus character, as u2212 or u002d, may not properly resolve against what is stored in the current Workflow Cache. This may result in errors using Intercompany Matching or other Workflow processing. To work around this issue, clear and reset the server workflow cache. (PF5-4263)

Menu Component

  • When creating Nested Menu Items in the Windows Application, dashboard performance may slow down when navigating to around 50 nested levels. (PF6-7003)

  • In the Modern Browser Experience, a Dashboard containing a Menu Component with 64 or more nested levels will fail to load. (PF6-7006)

Authentication

  • 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)

Smart Integration Connector

  • Multiple Redundant Local Gateway Servers do not support queries over 1 million rows or the use of Smart Integration Connector Functions that query for long running jobs. (PF7-8499)

Spreadsheet and Excel Add-In

  • OneStream Excel Add-In Client Installer fails to install by ending prematurely in Windows 11 24H2 for all platform versions of the Excel Add-In Client Installer. (PF8-1841)

Deprecation

  • VPN or ExpressRoute used with OneStream cloud on Platform Releases prior to 8.0.0 reached End of Service on 31 August 2024. All customers using VPN or ExpressRoute who are upgrading to Platform Release 8.0.0 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 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 advised 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.

  • 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)

  • Customers currently on Platform Release 8.0.0 and 8.1.0 should be advised that Microsoft has announced end of support for .NET6 on 12 November 2024. Click here for more information. Future OneStream versions, beginning with Platform Release 8.2.0, will be based on the current long-term supported release .NET8. Refer to the Platform v8+ Upgrade Forum in ONECommunity for more information.

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

  • Load Test Suite (LTS)

Upgrade Information

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.

  • 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)

  • .NET 8 Desktop Runtime must be installed to local desktops and laptops to successfully operate the Windows Application Client in a Platform Release 8.5 environment. See the Platform v8+ Upgrade Group in ONECommunity. (PF7-3087)

  • 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.

Compatibility

  • OneStream supports Windows Server 2019 and 2022.

  • OneStream Client operation supports Windows 10 and 11.

  • 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.

Security Updates

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

    • Cloud customers

      These enhancements are included in v8.5 OneStream IdentityServer (OIS) with no impact to existing OIS setup or end-user login flow.

      OneStream cloud customers with legacy authentication upgrading to Platform v8.5 will assume these increased security enhancements with their OIS migration during the Platform v8.5 upgrade.

    • Self-hosted customers

      Self-hosted customers (all operate with legacy SSO authentication) are strongly encouraged to update 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 v8.5. (PF7-6193, PF7-5868, PF11-422)

  • 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 are no longer allowed. (PF2-15004)

Documentation

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

Recommendations

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

  • 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)

  • Referencing Parameters with the same name in separate Workspaces will often result in incorrect values displaying in the processed UI. As a best practice, keep parameter names unique when referencing parameters across Workspaces. If what needs to be run is contained within one Workspace, then this is not a concern. (PF6-6555)

Contact Support

Contact OneStream Support by registering at:

Support - OneStream Software