Requirements

Information Technology professionals responsible for installing, maintaining and supporting OneStream, must satisfy the following requirements to best support an upgrade. They must also review the requirements and special notes in the Installation and Configuration Guide and Release Notes.

IMPORTANT: Platform Release 8.2 and later was developed using Microsoft .NET 8. As a result, all Business Rules must be tailored for .NET 8. For more information, see Platform Release 8.0 or Later Readiness.

  • OneStream Platform Release 8.2 or later requires Microsoft .NET 8.

  • IMPORTANT: Do not install the .NET SDK package. You may run into errors while upgrading if this is installed.

  • OneStream Servers requires IIS 7 or later.

  • In each application, complete the Compile all Business Rules and Formulas to verify that business rules use the proper syntax.

  • If your applications are referencing any 3rd party DLLs that are not provided by OneStream, verify these DLLs are .NET 8 compatible. Contact OneStream Support (https://www.onestream.com/support/) to discuss available upgrade options.

  • When upgrading OneStream, ensure to update the database schema if an update is available. We recommend full database backups.

  • Backup the Configuration files in your OneStream Share directory.

  • For additional minimum system requirements, see Hardware and Software Requirements in the Installation and Configuration Guide.

  • When implementing Smart Integration Connector with the OneStream application, see Requirements in the Smart Integration Connector Guide.

IMPORTANT: Self-hosted customers must have a successful database connection prior to the Database Upgrade. See Enable the Trust Server Certificate.