OneStream Administrator Handbook

Administrators are integral to the day-by-day operations and overall wellbeing of a company’s financial ecosystem. Although each OneStream application is unique, the challenges that administrators face when managing the OneStream platform remain similar when it comes to processes and troubleshooting.

Whether you are a novice or seasoned administrator, this book examines key concepts to help you understand and manage the financial and data processes of your OneStream application. Written for administrators, this book is filled with technical and functional contexts - whether syntax-related to business rules or general accounting concepts - and dives into practical examples and use cases that provide guidance and insights into commonly encountered themes.

By the end of this book, you will have a deep understanding and appreciation of the capabilities that the OneStream platform offers, and have the tools needed to tackle the wide variety of administrative actions that may surface. In this book, we will cover:

• Components within OneStream, such as application properties, metadata, and workflow
• Data troubleshooting for missing or off data, whether that is related to integration setup, workflow setup, calculation adjustments in business rules, or more.
• Translations involving cube and metadata settings, plus the loading and viewing of FX rates.
• The security framework, and all the nooks and crannies that can be secured within OneStream.
• Constraining and locking data through systems-level and process-level controls.
• Considerations - as companies mature - for the updating of new or existing business processes.

Note: the material in this book is based on Platform Version 7.3.1, which was current at the time of writing.

Table of Contents

1. Introduction

2. Testing

3. Application Properties

4. Metadata Management

5. Translation

6. Work the Workflow

7. Data Troubleshooting

8. Import and Validation Errors

9. Constraining and Locking Data

10. Business Rules

11. Cube Views

12. Securing the Pieces

13. Compliance and Audit

14. Business as ＂Usual＂