OneStream Smart Integration Connector Environment Setup
Smart Integration Connector is Generally Available to all SaaS customers starting with OneStream version 8.0.
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Install or upgrade OneStream to the latest version. See Setup and Installation.
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Work with your IT team to install the latest version of the Smart Integration Connector Local Gateway Server in your environment.
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Windows Server 2019+
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.NET Framework 4.8
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Minimum of 8 GB of RAM
NOTE: Memory and processor requirements are driven by the frequency and volume of remote data accessed through the gateway service or if remote business rules / long running jobs are leveraged. Typical data-access patterns with 1 million or less records being queried at a time can be accomplished with 8-16 GB of RAM and two newer generation processors. For queries returning over 1 million records, 32 GB or more RAM is recommended.
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The installer requires administrative permission on the server to perform the installation.
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See Smart Integration Connector Local Gateway Server Installation.
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Create a valid database connection string and internally test the connection from the Windows server to the database. See Create a Database Connection for more information.
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Be a OneStream administrator to configure corresponding data sources in the OneStream environment.
Advanced Networking and Whitelisting
If your organization needs to filter and/or whitelist network traffic for the Smart Integration Connector, you will need to work with your IT team to restrict this traffic. See Advanced Networking / Whitelisting for more information. For any additional questions, please reach out to Customer Support.