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BDA Core Technology Release Notes 2023.08.31.01

OneStream Version Compatibility

This version is confirmed to work with OneStream version 6.3.0 to 7.4.0

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Issues

Resolved
  • IN# 00732 - Allocation Engine - Allocation calculation with regards to YTD vs. monthly total issue fixed.
  • IN# 00751 - Core Productivity - Excel utility issue when updating U4 fixed. (Issue with large metadata load, fixed with Metadata Utility Refactor)
  • IN# 00752 - Accordion Forecast - User selection preferences in Task Editor Forms now save correctly.
  • IN# 00771 - Core Productivity - Metadata upload errors with files that have more than 500 rows fixed with Metadata Utility Refactor.
  • REFACTOR: Metadata Utility metadata process moved to background task to prevent crashing during large loads.
  • REFACTOR: Add BR Reference to CoreFunctionality due to Module_Events change

Installation and Configuration Instructions

Installation

Info

The below steps must be performed for both a fresh install or an upgrade from a previous version.

  • Make sure that at least one valid workflow profile is setup and selected ahead of installing the BDA Core Technology.
  • Upload Zip File into Application -> Load/Extract -> Load
  • Once completed, navigate to OnePlace -> Dashboards -> BDA Core Technology Setup
  • Click on dashboard BDA Core Technology Setup

    OnePlace dashboard

  • Click the button "Click to Install/Update BDA Core Technology.

    Install screen

  • Once successful, you should see the following screen.

    Install success screen