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 Version 8.2.0 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 Version 8.0.0 or Later Readiness.

  • OneStream Platform Version 8.2.0 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, update the database schema to the most recent version.

    IMPORTANT: All database upgrade steps must be taken sequentially. Users cannot skip steps or stop updates once started.

  • Back up the Configuration files in your OneStream Share directory.

  • For additional minimum system requirements, see Hardware and Software Requirements.

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

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