User Considerations

The Smart Integration Connector provides secure connectivity between OneStream SaaS environments and customer-managed data sources. This page explains when Smart Integration Connector is required, recommended, or prohibited, and outlines the steps to request the appropriate connection type.

Required Users

Smart Integration Connector is required if you are a commercial and non-DoD customer in the following cases.

  • You use these data connection points: ODBC, SAP, Direct SQL adapters, FTP/SFTP, or similar connections.

  • You are upgrading OneStream and have an existing VPN or ExpressRoute connection.

Recommended Users

Smart Integration Connector is strongly recommended if you are a commercial and non-DoD Government customer who uses any data connections. This recommendation ensures secure, reliable connectivity as you move forward with new or expanded integrations.

NOTE: If you are a new customer using a DLL, you will need to implement Smart Integration Connector.

Prohibited Users

Smart Integration Connector is not approved for use by Department of Defense customers.

Alternatives

If you are not a Department of Defense customer and do not implement Smart Integration Connector, consider these alternatives:

  • IP Whitelisting: See Networking and Whitelisting for details about this process.

  • Direct Connection: Request a direct connection by opening a Support case at Cloud Customer Portal > Open a Case > Customer Support/Remote Consulting.

If you are a Department of Defense customer, use these alternatives:

  • Direct Connection: Request a direct connection by opening a Support case at Cloud Customer Portal > Open a Case > Customer Support/Remote Consulting.

  • REST API: Enable REST API integration by opening a Support case at Cloud Customer Portal > Open a Case > Customer Support/Remote Consulting.