Upgrading your OneStream Platform to Release 8.2 or later requires .NET 8.
Business Rules
NOTE: Users upgrading from Platform Release 8.0 or later are not expected to require Business Rule maintenance.
Users upgrading from a Platform Release prior to 8.0 will require Business Rule maintenance as Platform Release 8.0 includes updates and enhancements to the Business Rules compiler to improve syntax detection. Administrators must resolve these errors to compile business rules fully. Warning messages identify line items that will function, but you should update them to support the latest compiler’s requirements. Resolving these warnings varies. You may be able to use a provided replacement function or change a function’s properties.
System.Data.SqlClient to Microsoft.Data.SqlClient Migration
IMPORTANT:
In order to maintain consistency with Microsoft's recommendations, in Platform Release 8.1, the data access driver for SQL Server will be updated from System.Data.SqlClient to Microsoft.Data.SqlClient. This migration will be automatic and will take place during the database upgrade process. All references to System.Data.SqlClient will automatically be upgraded to Microsoft.Data.SqlClient in Business Rules, Member Formulas, and the like.
NOTE:
These updates will take place automatically during the database upgrade to Platform Release 8.1, and when using the Load function of Application Load/Extract, instances of System.Data.SqlClient will automatically convert to Microsoft.Data.SqlClient.
IMPORTANT:
If an application was migrated after the Platform Release 8.1 upgrade from Application Copy (Cloud Administration Tools (CAT)) or a database BACPAC file, then the migration from System.Data.SqlClient to Microsoft.Data.SqlClient will need to be applied directly to that application. On-prem customers can run the Upgrade SqlClient Namespace References from the OneStream Database Configuration utility to replace System.Data.SqlClient references. SaaS customer can request to have this run by contacting OneStream Support (https://www.onestream.com/support/).
For more information, visit the Platform v8+ Upgrades page on ONECommunity.
Example
Business Rule Updates: Update Using and Import statements to reference Microsoft.Data.SqlClient using the following code:
C# Prior to 8.1
using System.Data.SqlClient;
...
SqlConnection conn1 = new System.Data.SqlClient.SqlConnection();
System.Data.SqlClient.SqlConnection conn2 = (System.Data.SqlClient.SqlConnection)conn1;C# For 8.1
using Microsoft.Data.SqlClient;
...
SqlConnection conn1 = new Microsoft.Data.SqlClient.SqlConnection();
SqlConnection conn2 = (Microsoft.Data.SqlClient.SqlConnection)conn1; Visual Basic Prior to 8.1
Imports System.Data.SqlClient
...
Dim conn1 As New System.Data.SqlClient.SqlConnection()
Dim conn2 As System.Data.SqlClient.SqlConnection = CType(conn1, System.Data.SqlClient.SqlConnection)Visual Basic for 8.1
Imports Microsoft.Data.SqlClient
...
Dim conn1 As New Microsoft.Data.SqlClient.SqlConnection()
Dim conn2 As SqlConnection = CType(conn1, Microsoft.Data.SqlClient.SqlConnection)Custom DLLs
If your implementation / business rules reference any custom DLLs that are not provided by OneStream, these DLLs must be .NET 8 compatible. Contact OneStream Support (https://www.onestream.com/support/) to discuss available upgrade options.
ERPConnect (SAP)
ERPConnect45.dll enabling connection to SAP systems is no longer available in Platform 8.0 and later. A newer version ERPConnectStandard20.dll is available through the download "DLL Packages" from the Platform page of the Solution Exchange.
On-Prem Customers:
-
Download ERPConnectStandard20.dll file to your integrations folder.
-
Install the required Microsoft Visual C++ Redistributable latest supported downloads.
-
Download and copy SAP NetWeaver RFC Library DLL (sapnwrfc.dll) to the integrations folder.
See Theobald Software ERPConnect Requirements for more information. -
Modify your business rules to use the ERPConnectStandard20.dll.
Cloud/SaaS Customers: ERPConnect is available through the Smart Integration Connector. See ERPConnect section of the SIC Guide for installation details or contact OneStream Support (https://www.onestream.com/support/) to discuss morel upgrade options.
Smart Integration Connector
Smart Integration Connector is required for OneStream Cloud integration with local customer data sources when using OneStream Platform Release 8.0 or higher. VPN is no longer supported with Platform Release 8.0 or higher and will reach end of service for Platform versions prior to version 8 on August 31, 2024.
Authentication
Cloud Customers: OneStream IdentityServer is required for OneStream Platform Release 8.0 or later.
Self-hosted Customers:
.NET 8 Desktop Runtime and ASP.NET Core Runtime
To best align with Microsoft's long-term support strategy, OneStream Platform Release 8.2 or later is built using .NET 8. Platform Release 8.2 or later users are required to use the latest versions of .NET Desktop Runtime x64 (8.0.2 minimum) and ASP .NET Core Runtime Hosting Bundle (8.0.2 minimum).
VBA Changes
ProcessSSOAuthenticationAndCreateToken is no longer supported as an authentication option from VBA scripts.
Client API Changes
Client API is no longer provided with Platform Release 8.0 or higher. OneStream recommends Task Scheduler or the REST API to replace existing Client API use cases.
Tiles Page
The ClickOnce journey is enhanced to launch the application with a single click of the Open button while eliminating the tiles page.
Help Documentation
Help documentation has moved from within the application to https://documentation.onestream.com. Clicking the in-app help icon routes you to this site.
Business Rule Groups
In version 8.0 the default for new Business Rule Access or Maintenance Groups is the Administrators group. This default can be changed by the Server Configuration Utility.
MarketPlace Solution Compatibility
Visit MarketPlace Solution Content on OneCommunity to ensure your MarketPlace Solutions are ready for your OneStream Platform upgrade.
