Help and Miscellaneous Information
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Display Settings
OneStream Solutions frequently require the display of multiple data elements for proper data entry and analysis. Therefore, the recommended screen resolution is a minimum of 1920 x 1080 for optimal rendering of forms and reports.
Additionally, OneStream recommends that you adjust the Windows System Display text setting to 100% and do not apply any Custom Scaling options.
Package Contents and Naming Conventions
The package file name contains multiple identifiers that correspond with the Platform. Renaming any of the elements contained in a package is discouraged in order to preserve the integrity of the naming conventions.
Example Package Name: UTM_PV8.4.0_SV100_PackageContents.zip
| Identifier | Description |
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UTM |
Solution ID |
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PV8.4.0 |
Minimum Platform version required to run solution |
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SV100 |
Solution version |
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PackageContents |
File name |
When you view the Task Manager Guide, the solution version is in the bottom left corner, and the copyright year is in the bottom right corner.
Solution Database Migration Advice
A development OneStream application is the safest method for building out a solution with custom tables such as this one. The relationship between OneStream objects such as workflow profiles and custom solution tables is that they point to the underlying identifier numbers and not the object names as seen in the user interface. Prior to the solution configuration and to ensure the identifiers match within the development and production applications, the development application should be a recent copy of the production application. Once the development application is created, install the solution and begin design. The following process below will help migrate the solution tables properly.
See also: Managing a OneStream Environment in the Design and Reference Guide.
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In the production OneStream application, install the solution and create the data tables. See for Database Server Connection settings and installation details.
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Data tables are created in the OneStream Development application during the solution installation. Using the Microsoft Data Migration Assistant, copy the data from the tables to the Production Microsoft SQL Server Database. Only the Microsoft SQL Administrator should run the migration assistant.
IMPORTANT: This process has the potential to overwrite existing table data in the production application database if data already exists.
OneStream Solution Modification Considerations
A few cautions and considerations regarding the modification of OneStream Solutions:
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Major changes to business rules or custom tables within a OneStream Solution will not be supported through normal channels as the resulting solution is significantly different from the core solution.
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If changes are made to any dashboard object or business rule, consider renaming it or copying it to a new object first. This is important because if there is an upgrade to the OneStream Solution in the future and the customer applies the upgrade, this will overlay and wipe out the changes. This also applies when updating any of the standard reports and dashboards.
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If modifications are made to a OneStream Solution, upgrading to later versions will be more complex depending on the degree of customization. Simple changes such as changing a logo or colors on a dashboard do not impact upgrades significantly. Making changes to the custom database tables and business rules, which should be avoided, will make an upgrade even more complicated.
