Platform Release 9.2.0
The theme for this Minor release is new features and enhancements.
See the 9.2.0 Release Highlights course on OneStream Navigator.
Click a link to go directly to that section:
Highlights
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You can create journal entries for expenses that recur at regular intervals. Recurring journals maintain consistency, ensure accurate recording, and minimize errors.
New Features
DataFrame
New BRApis are available to create DataFrame objects.
Standard Recurring Journals
You can create journal entries for expenses that recur at regular intervals. Recurring journals maintain consistency, ensure accurate recording, and minimize errors.
Database Page Access
- The property that gives access to the Database Page has changed. To control access to the Database Page, configure the Access Group for Platform Tables property for the OneStream Database Server.
- External Databases are now displayed on the Database Page. To limit access to External Databases, configure the Access Group for Ancillary Tables and Maintenance Group for Ancillary Tables property of each database.
Enhancements
Journals
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Journal Rejection Comments: You can provide a reason for rejecting a journal during the rejection process. The comment is saved to the journal audit record, ensuring transparency among journal approvers and creators. (PF1- 11035)
Cube Views General Settings
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Can Calculate, Can Translate, and Can Consolidate: This new setting can be set to True or True (Without Force). If set to True, you can right-click on a cell and calculate, translate, or consolidate data in OnePlace. If set to True (Without Force), force actions (Force Consolidate, Force Translate, Force Calculate) and their logging variants display in the user interface but are disabled. You can run standard consolidations, translations, or calculations without forcing them while maintaining system integrity. (PF1-11246)
Scenario Dimension Library
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Force Consolidate, Translate, and Calculate Scenario Security Group: This new property in the Scenario dimension controls who can perform force operations independently of access to standard consolidate, calculate, or translate operations. If you are a member of this security group, you can successfully perform force operations. If you are not in the security group, you will receive an error when attempting to perform force operations. (PF1-11136)
Spreadsheet and Excel Add-In
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Use Multithreading for Cube View Workbook Refresh: A new setting for Excel Add-In allows Cube View processing steps to run concurrently across multiple worksheets. This significantly reduces refresh times. (PF8-2824)
Smart Integration Connector
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Dynamic Cube Usage: BRApi.Database.ExecuteActionQuery supports modifying Dynamic Cubes over Smart Integration Connector.
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Performing Write Backs: SQL Table Editor supports writing back when using Smart Integration Connector and a SQL Server DB. (PF2-15601)
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Enhanced Long-running Job Process: BRApi.Utilities.ExecRemoteGatewayJobAndWait supports a long-running job process using a single business rule. (PF2-15583)
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Datasets: To maintain consistency, datasets and datatables returned by remote business rules are transferred by Parquet from JSON. (PF2-15612)
Dashboard Components
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Combo Box: The HoverColor Display Format Property is available for this component. (PF6-8044, PF6-8041)
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Combo Box: The BackgroundColor Display Format Property will display when the component is expanded. (PF6-8046, PF6-8048)
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Date Selector: The HoverColor Display Format Property is available for this component. (PF6-8108, PF6-8111)
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Tree View: The following Display Format Properties are available for this component: FontFamily, FontSize, Bold, Italic, TextColor, BackgroundColor, and BorderColor. (PF6-8040)
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Radio Button: The BackgroundColor Display Format Property is available for this component. (PF6-8165, PF6-8167)
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Web Content: The BorderColor Display Format Property is available for this component. (PF6-8168, PF6-8170)
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Grid View: The BorderColor, FontFamily, and FontSize Display Format Properties are available for this component. (PF6-8040)
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SQL Table Editor: The BorderColor, TextColor, FontFamily, and FontSize Display Format Properties are available for this component. (PF6-8040)
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Button: The LabelTextHorizontalAlignment Display Format Property is available to configure label text alignment, and the RoundedBorders Display Format Property is available to round the component's borders. (PF6-8232)
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IsEnabled: This Display Format Property determines if a component is enabled or unable to be selected. The property is available for these components: Combo Box, Check Box, List Box, and Radio Button Group. (PF6-2117)
Dimension Member Alias
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Dimension Member Alias References in Search Functionality: You can use a dimension member's alias to search in the Member Filter Builder and Dimension Library page's Search Hierarchy window. (PF6-7923)
Fixed Issues
Journals
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Input Journal Performance: Input journals experience fewer delays when opening or interacting with large journals. (PF1-11469)
Spreadsheet and Excel Add-In
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Refresh Read-only Files: Excel files, including XFGetCell functions, can refresh in read-only mode if Version History is not open and the OneStream ribbon is no longer turned off. (PF8-3005)
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Multiple XFGetCell Formulas: Spreadsheet reliably processes multiple XFGetCell formulas combined in a single cell. (PF8-3006)
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Excel Workbook Refresh: Excel workbooks refresh without Excel OLE actions interrupting the process. (PF8-3018)
Smart Integration Connector
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Returning a GUID: The unknown exception when trying to return a GUID using a remote business rule is fixed, and GUID parameters work correctly in remote business rules. (PF2-16030)
Modern Browser Experience
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File Upload: Users can upload large files to the file share without seeing a significant delay compared to the Windows Application. (PF4-11892)
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Cube Views: Using the tab key to select the next cell in a row will cause the Cube View to scroll horizontally or vertically to display the selected cell. (PF4-11498)
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Forms: Name-value pairs can be passed as literal parameter values in dashboard forms. (PF3-15576)
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Combo Boxes: Selected values are listed in the multi-select combo box text field, and the list of selected values can be viewed in entirety in the component tooltip. (PF3-15384)
Miscellaneous
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Combo Box Component: Combo Box default values will display when both the ShowSearch and IsMultiSelect properties are set to True. (PF6-8161)
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Workspaces: For users with Genesis instances installed, performance improvements have been made to the non-Genesis Workspaces tree to improve redraw loading time when creating new Workspaces items. (PF6-8599)
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Stage View: Audit records will display after import. (PF9-1625)
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REST API: The SessionInfo timeout matches the user activity timeout settings. (PF7-10181)
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Dynamic Dimensions: Item Not Found exception no longer thrown when calling GetCubeInfo. (PF9-1770)
Deprecation
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The Basic Chart will no longer be available as a new dashboard component. The Basic Chart component will continue to function and support edit, copy/paste, and XML file loading until it is deprecated from the OneStream Platform, which is targeted for the second release in 2026.
- WinSCP, most commonly used in Secure File Transfer Protocol (SFTP) data integration processes, has been deprecated in this release and will no longer be included in the Platform and Smart Integration Connector as a natively referenceable DLL. OneStream recommends using SSH.Net for SFTP integrations. Existing customers that use WinSCP and are preparing to upgrade to this release are encouraged to convert their WinSCP processes to use SSH.Net.
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VPN or ExpressRoute used with OneStream cloud on Platform Versions before 8.0.0 reached End of Service on 31 August 2024. All customers using VPN or ExpressRoute who are upgrading to Platform Release 8.0.0 or later will be required to migrate to Smart Integration Connector to integrate with local data sources. Cloud customers remaining on Platform Versions before 8.0.0 can continue to use VPN or ExpressRoute through the End of Service date, after which VPN will be out of support. Smart Integration Connector provides secure connectivity between a OneStream SaaS instance and customer data sources residing within a local network.
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The following BRApis have been removed from Platform: BRApi.Utilities.EncryptText and BRApi.Utilities.DecryptText. Please update your business rules to use Key Management - Secrets found within the Cloud Administration Tools Marketplace Solution, or integrate with your own third-party secrets provider. (PF7-4417)
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The Business Rule API BRApi.Utilities.GetAppServerPerformanceInfo is scheduled for removal in a future release in a manner consistent with our sunset policy. (PF7-10286)
The following solutions will be moving to Community Solutions in December 2026:
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Sample Templates
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Excel Metadata Builder
The following solutions will be sunset in December 2026 and will no longer be supported by OneStream::
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Snippet Editor
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MarketPlace Solutions
Upgrade Information
Refer to Requirements for important notices and details regarding planning your upgrade.
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Framework and application database schema updates are required for this upgrade. Full database backups are recommended.
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Platform code migrated from System.Data.SqlClient to Microsoft.Data.SqlClient.
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When upgrading to Platform Version 9.2.0, make sure that access to the Database page is configured correctly to make sure that the correct users have access to the External Databases.
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.NET 8 Desktop Runtime must be installed to local desktops and laptops to successfully operate the Windows Application Client in a Platform Version 9.1.0 or later environment. See the Platform v8+ Upgrade Resource in ONECommunity. (PF7-3087)
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To use the Modern Browser Experience for Platform Version 8.4.0 or later, you no longer need to log a ticket or contact your Customer Success Manager. On Platform Versions 8.4.0 and later, the Modern Browser Experience will be included with every release.
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The IP address of your OneStream environment will change when you upgrade to Platform Version 9.0.0 or later. If your IT has an outbound allow list (for example, using network security systems), you may not be able to access the new Platform environment until your OneStream domains are allowed. We recommend allowing all your OneStream domains instead of IPs in relevant network security systems because the IPs will be dynamic going forward.
Domains:
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<sitename>.onestreamcloud.com
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<sitename-dev>.onestreamcloud.com
If you have questions or need assistance, open a Case.
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Compatibility
- OneStream supports Windows Server 2019 and 2022.
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OneStream Client operation supports Windows 10 and 11.
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Task Manager PV8.4.0 SV100 is compatible with Platform Version 8.4.0 or later. To upgrade, it is recommended to perform an Uninstall UI of previous Task Manager versions, upgrade to Platform Version 8.4.0 or later, then install Task Manager PV8.4.0 SV100.
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Customers with Standard Application Reports PV640 SV101 (RPTA) installed must perform the following actions prior to upgrading to Platform version 9.0 or higher as Standard Application Reports, Standard System Reports, and Security Audit Reports are consolidated into the Navigation Center solution.
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Uninstall the Standard Application Reports solution in the current Platform version prior to upgrading to version 9.0 or higher. Failure to uninstall Standard Application Reports will result in Business Rule compilation errors upon upgrading to Platform version 9.0 or higher.
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Following a successful upgrade to Platform version 9.0 or higher, you should install the current version of the Navigation Center solution, which provides Standard Application Reports, Standard System Reports, and Security Audit Reports.
The current version of Navigation Center is PV850 SV103. A newer release of Navigation Center is planned for late December 2025.
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Software as a Service (SaaS) Updates
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Web Application Firewall (WAF): After upgrading to Platform Version 9.0.0 or later, SaaS customers will automatically have their OneStream Version 9.0.0 or later instances protected by our WAF: OneStream’s Web Application Firewall. The WAF enhances the security posture of OneStream’s SaaS Service by providing more advanced real-time protection against common web-based threats. The WAF is aligned with industry best practices, including the Open Web Application Security Project (OWASP) top 10 attack types, to further strengthen the OneStream SaaS Service from exploits, vulnerabilities, and malicious attacks.
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Data Tier Expansion: Platform Version 9.0.0 and later accommodates SaaS customers that have storage needs that exceed 4TB per instance. Customers should engage Customer Success with storage inquiries.
Security Updates
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For cloud-hosted environments, JSON Web Encryption (JWE) and Demonstrated Proof of Possession (DPoP) are used to enhance authentication security by encrypting sensitive token data and binding access tokens to clients, reducing the risk of token interception and misuse. (PF11-179, PF11-181)
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For OneStream IdentityServer (OIS), the OIDC Local Redirect Port security feature is required. This security enhancement will be automatically applied to all cloud-hosted OIS environments. If you have questions, contact OneStream Support.
Documentation
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The URL for the Documentation website is: https://documentation.onestream.com/docs/
Recommendations
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The second 2026 release of OneStream is scheduled to deprecate the Basic Chart dashboard component. Before upgrading to a 2026 Platform Release, we recommend all customers confirm Basic Chart compatibility in the Release Notes and determine if any of their dashboards are using the Basic Chart. Beginning with our second 2026 Release, the Basic Chart component will no longer function. Therefore, dashboards should use the more versatile, and browser-compatible, Advanced Chart or Bi Viewer components. In cases where a OneStream Solution is impacted by the Basic Chart component, new Solution versions will be made available on Solution Exchange to support 2026 upgrades.
Support for the Basic Chart on earlier releases will follow the policies defined in the “Product Support and Maintenance Policy” found on the
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Avoid file operations directly on the server during customizations, such as business rules, BRAPIs, and solutions. This prevents data loss, maintains file integrity, and avoids security and maintenance issues.
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OneStream will no longer provide support for authentication using MSAD and LDAP. MSAD and LDAP authentication configurations will continue to function. However, in the event of an error, OneStream Support will no longer be available for this feature.
Cloud or self-hosted customers using MSAD or LDAP should upgrade to the current release to ensure compatibility with the latest authentication libraries and protocols.
Customers already using external SSO platforms, such as Microsoft Entra or Okta, should consider using those platforms with OneStream. For self-hosted customers, an alternative solution to upgrading to the current release is to select from a variety of self-hosted systems, such as ADFS, PingFederate, and Keycloak for federating MSAD or LDAP, and Active Directory over supported protocols, such as OpenID Connect.
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If you are in a self-hosted environment, OneStream strongly encourages single sign-on with an external identity provider.
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OneStream recommends that any credentialed integration with OneStream Platform should change passwords regularly.
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When referring to file paths, it is best practice to ensure cross-platform compatibility. Instead of manually using ‘\’ for file path locations, we recommend the use of Path.Combine. This function seamlessly handles the path separators ('\' for Windows, '/' for Unix-based systems), making your code consistently functional regardless of the operating system.
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Referencing parameters with the same name in separate Workspaces will often result in incorrect values displaying in the processed UI. As a best practice, keep parameter names unique when referencing parameters across Workspaces. If what needs to be run is contained within one Workspace, then this is not a concern. (PF6-6555)
Notes
- Customers in the OneStream-hosted environment will use OneStream IdentityServer for authentication and can manage identity providers (IdPs) and personal access tokens (PATs) in the Identity & Access Management Portal.
- OneStream plans to continue to follow Microsoft's Long Term Support (LTS) release cadence for .NET Core versions - updating the OneStream Platform to the latest .Net Core version every two years. OneStream expects the first release of 2026 to require .NET 10.
Known Issues
See Known Issues.
End of Support
See End of Support Dates.
Contact Support
Contact OneStream Support by registering at:
