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Showing posts from October, 2022

OneStream Log Cleaning Frequency for Audit purposes

OneStream MarketPlace provides   Log Cleaner tool to clean logs. You can select which type of activity to clean such as User Login, Task etc Some companies will run this every quarter and only retain minimum (30 days) logs while cleaning up all types except for user logon activity. If you are a public traded company, please use caution when clearing the error log, since this is where the system dashboard for Software Version Audit gets its information.  This can cause an issue with audit. Also, there is a default setting on your servers and those may be set low out of the box. 

OneStream System Administrator and System Health Check

OneStream Administrators can perform certain DIY (Do It Yourself) functions, that can be downloaded from the MarketPlace, called System Diagnostics Overview. This gives you the ability to diagnose metrics and data volumes that can effect your performance. You can perform Environment Analysis, Application Analysis, Task Analysis, and live monitoring.  You can also schedule snapshots, that can be analyzed at your convenience.  Another major feature is the ability to recycle applications servers.  This gives you the additional insight  for keeping a healthy environment for your end user community. Good Luck downloading and using it !!

OneStream Desktop Client and How to clear sign-in name ?

U sing Microsoft Azure AD for SSO and every time you login, you get to choose which account to use for the login.  If you like to use Another Account, you can  click on “Use Another Account” on the Azure AD page that is returned with the User ID and the user can type in the Username they would like to use to sign in.   The User would still need to exist in OneStream, otherwise it would return that there is not a matching account with that name.

New Application Access in OneStream and Security Group

When creating a new application in any environment, sometimes you only want certain people to have access to the application.    Follow steps below to achieve this: 1 - Create a security group where you add the users you want to give access to the application.  2 - Go into the Security Roles under Application tab.  3 - Update the Open Application Security group to your new security group.

OneStream Excel Add-in Issue

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We recently upgraded from 6.6.x to 7.1.1 and I have some users who are having issue with Excel add-in. Best way to check is under Application, Tools, Client Updater.  Then check if you are on the latest version: