7.2.4 Release Notes OneStream

Introduction

OneStream 7.2.4 is a hotfix release that addresses query performance degradation and dashboard table controls.

Framework and application database schema updates are required for this upgrade. Full database backups are recommended.

Important Notes

Prerequisites

Refer to Requirements for important notices and details regarding planning your upgrade.

Compatibility and Important Notices

  • Microsoft retired Internet Explorer (IE) in June 2022. This affects all versions starting with 7.0.1 when IE is disabled inside of your organization.

  • The OneStream Studio client for custom reporting was deprecated starting with 7.1.0. Report designers must use the Report Designer in the Dashboard Report Component feature. To install the Client API going forward, use the new stand-alone Client API installer.

  • Microsoft is ending support for Azure Active Directory Authentication Library (ADAL) in December 2022. As a result, we have migrated to the Microsoft Authentication Library (MSAL) for authentication and authorization.

Enhancements and New Features

  • The page size of an SQL Table Editor component is now up to 3000 rows. This is useful when the SQL table stores large volumes of data and filtering returns a large data set with many pages. Increasing the page size for those SQL components minimizes the number of pages to click through. This sets a page size interval for all users of this component and overrides the personal setting. The page size is determined by the Grid Rows Per Page property by default, but the new property lets you override this limit at the component level. Grid components are not impacted. (PF1-7929)

  • A Workflow Profiles Import confirmation warning is added for the Complete Workflow process step when “Is Optional Data Load” is set to “True.” (PF5-579)

  • Enhanced Form Templates allow for using NODATA/nodata/NO DATA/No Data to clear previously loaded data using the Form Templates or Import Form Templates from Excel. (PF5-1013)

  • The Quick View “Keep Only” setting allows you to use special characters in the Member Property Descriptions field. (PF5-992)

  • The OneStream Security page is optimized for navigation performance for applications having large and complex Group designs. (PF5-920)

  • To increase security and meet updated standards, all passwords for native login will be automatically migrated as part of the database upgrade. Current passwords will continue to work after the migration, and administrators can manually update passwords as needed. (PF2-10780)

  • The "ShowSearch" property is added to the Combo Box dashboard component and lets you retain text in the search and use AutoComplete. (PF5-1097)

  • The “ViewAllTaskActivity” role is enhanced to show child steps to non-administrators allowing them to see details similar to an administrator. (PF5-1144)

  • The dimension library's members hierarchy remains expanded after updates to the metadata have been saved. (PF5-1020)

  • When using the Search feature in the POV Pane, pressing Enter on the keyboard displays the searchable text. (PF5-1455)

  • Documentation home page updated to enhance user experience.

     

    Limited Availability

    OneStream IdentityServer (OIS) is an authentication platform that supports SSO integration with OIDC and SAML2P compliant identity providers (IdPs), including multiple IdPs sourced to a single OneStream cloud instance. Additionally, OIS provides generation of personal access tokens (PAT) for REST API authentication and has extended functionality for native login IDs including support to reset a forgotten password and enhanced security through password salting and hashing.

    OIS is available through a Limited Availability program. This controls the release of designated new functionality to enable our Cloud and Support teams to manage setup and operational tasks.

    OIS is the standard authentication platform for new customers adopting version 7.2. If you are an existing customer and require multiple authentication sources, the use of PAT, or secure native login IDs, you can request OIS in your version 7.2 upgrade. General availability of OIS will be available in the future.

Fixed

7.2.4

  • Query performance degradation in cube views and data management cube exports is fixed. Performance issues were observed in queries that included empty data units, where all amounts were null. Empty data units could include unused or newly added entities, scenarios, years, or currencies. The more cells in the query definition represented by an empty data unit, the greater the performance impact. (PF5-2236 and PF5-2203)

  • Unexpected column filter behavior with Dashboard table controls (grids and SQL Table Editor) is fixed. Resolved column filter irregularities include missing filter controls or valid filter logic returning incorrect results. (PF5-2227)

7.2.3

  • Enhancement PF5-1020 was backed out to alleviate a Windows Client rendering performance issue. The issue occurs when performing dimension member maintenance (insert/update/delete) when ~1500+ members are displayed in an expanded state. As the number of expanded displayed members increases, the post-save refresh performance worsens and may require force-closing the Windows Client. This condition does not impact meta data maintenance to the database – just rendering performance. (PF5-2007)

    Corrective code resolves this rendering performance issue so dimension maintenance may be performed without regard to the number of expanded displayed members.

  • If you are currently using MSAD or LDAP as your authentication provider, you can now log in. (PF2-11783)

  • Waterfall (Advanced) charts display the start bar color correctly and match the total bar color by default. (PF-25123)

  • You can disable the legend display for the spreadsheet, Treemap Chart. (PF-25124)

  • The logic is updated for rebuilding the WorkflowProfileHierarchy indexes when changes to Workflow Profile Hierarchy are made using the user interface. This prevents a rare issue where duplicate indexes could be assigned, which would result in an exception and cause OneStream to be unusable without manually updating the WorkflowProfileHierarchy table. (PF5-880)

  • When using Cube View Connections in the Excel Add-In or Spreadsheet, expansion levels are removed when “Remove” is selected from Cube View Connections. (PF5-1197)

  • ViewAllErrorLog System Security Roles can see error information by clicking “Task Activity” in the top right section of the web client or by selecting System>Logging>Error Log. (PF5-1166)

  • When a user’s session times out, open dialog boxes in the application close. (PF5-1163)

  • You can refresh dashboards when passing Bound Parameters between Cube View Components. (PF5-1387)

  • Connection String in System> System Configuration is modified to validate the connection string against the Database type connection builder before allowing save. (PF5-1177)

  • Installing Desktop Applications (per-user installations) no longer generates an error if all prior versions are uninstalled and all remaining Desktop App folders and files are manually deleted. (PF1-7955)

  • OneStream Finance Engine has been optimized to better support concurrent consolidation in multi-server environments. (PF5-1663)

Known Issues

  • OneStream Release 7.2.1 introduced an enhancement to the platform (PF5-1663) that refines how CalcStatus is evaluated. This enhancement addresses multi-server environments where data entry occurs within milliseconds of a CalcStatus being updated due to a calculation or consolidation.

    The system now favors over-impacting the CalcStatus to “CA.” Implementors need to account for this issue when triggering a calculation or consolidation immediately after a Data Unit’s calc status is impacted.

    You may see this issue when creating a Dashboard Button or Event Handler rule that runs a calculation or consolidation immediately after data is saved. The current workaround is to incorporate a 1 second sleep into the beginning of your business rule using this logic: “Threading.Thread.Sleep(1000))”.

  • Using third-party libraries in business rules causes compile errors. The solution depends on if unsupported NameSpaces are used in a business rule file or member formulas. See Upgrade OneStream. (PF2-8996)

  • Data may disappear when you scroll grid and pivot grids in BI Viewer. (PF5-50)

  • VB.Net rules that are converted into C# rules require the following imports to successfully compile (PF1-7495):

    • System

    • Microsoft.csharp

    • System.linq

    • System.collections.generic

    • System.collections

    • System.text

  • With the introduction of C# business rules, imported snippets must have a language type designation, either VisualBasic or CSharp. If you use the currently available snippet import template, you will receive an error when importing snippets. The workaround is to manually add a LanguageType column to the Excel template and define a value (either VisualBasic or CSharp) for each snippet. Use the following steps:

    1. From the Snippet Editor dashboard, download the Snippet Import Template (or open an already populated Snippet Import Excel file).

    2. Insert a new column anywhere between the existing ModuleType field and Content field and name it LanguageType.

    3. Unhide hidden rows numbered 7 - 10 by highlighting rows 6 and 12, right-clicking, and selecting Unhide.

    4. In row 10, add the following formula for the newly added LanguageType column: xfText#:[LanguageType].

    5. Add snippets as usual, and in the LanguageType column, define each snippet as either VisualBasic or CSharp.

  • Beginning in release 7.1.1, the stage engine no longer summarizes rows that are mapped to (bypassed). If a workflow imports data that all gets bypassed, the summarization step no longer generates summary stage records. As a result, the import fails, preventing completion of the workflow.

    To workaround this issue, set the Is Optional Data Load workflow setting to True. This allows the workflow to be completed if the import fails, without needing to complete the Import-Validate-Load steps. However, this does not avoid the initial import error when all records are mapped to (bypassed). To workaround a use case that deals with an Import (Stage Only) workflow that fails due to bypassed mappings, change the transformation rules to use * to * mappings to avoid the summarization error. (PF-26143)

Contact Support

If you would like assistance with your upgrade, contact Support through the ServiceNow portal. If you do not have access to ServiceNow, contact your customer success representative.