OneStream Administrator Handbook

<p><strong style=color: rgba(0 0 0 1)>Administrators are integral to the day-by-day operations and overall wellbeing of a company's financial ecosystem.</strong><span style=color: rgba(0 0 0 1)> 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.</span></p><p><br></p><p><span style=color: rgba(0 0 0 1)>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. </span></p><p><span style=color: rgba(0 0 0 1)> </span></p><p><span style=color: rgba(0 0 0 1)>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:</span></p><p><span style=color: rgba(0 0 0 1)> </span></p><ul><li><span style=color: rgba(0 0 0 1)>Components within OneStream such as application properties metadata and workflow</span></li><li><span style=color: rgba(0 0 0 1)>Data troubleshooting for missing or off data whether that is related to integration setup workflow setup calculation adjustments in business rules or more.</span></li><li><span style=color: rgba(0 0 0 1)>Translations involving cube and metadata settings plus the loading and viewing of FX rates.</span></li><li><span style=color: rgba(0 0 0 1)>The security framework and all the nooks and crannies that can be secured within OneStream.</span></li><li><span style=color: rgba(0 0 0 1)>Constraining and locking data through systems-level and process-level controls.</span></li><li><span style=color: rgba(0 0 0 1)>Considerations - as companies mature - for the updating of new or existing business processes.</span></li></ul><p><span style=color: rgba(0 0 0 1)> </span></p><p><span style=color: rgba(0 0 0 1)>Note: the material in this book is based on Platform Version 7.3.1 which was current at the time of writing.</span></p><p><span style=color: rgba(0 0 0 1)> </span></p><p><strong style=color: rgba(0 0 0 1)>Table of Contents</strong></p><p><span></span>1. Introduction</p><p>2. Testing</p><p>3. Application Properties</p><p>4. Metadata Management</p><p>5. Translation</p><p>6. Work the Workflow</p><p>7. Data Troubleshooting</p><p>8. Import and Validation Errors</p><p>9. Constraining and Locking Data</p><p>10. Business Rules</p><p>11. Cube Views</p><p>12. Securing the Pieces</p><p>13. Compliance and Audit</p><p>14. Business as Usual</p><p><br></p>