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.

  • If upgrading from OneStream 5.3.x or earlier, upgrade to 4.8 of the Microsoft .NET Framework for the latest security standards and advanced features.

  • If upgrading from OneStream 6.4 or earlier, update the database schema. We recommend full database backups.

  • If you have 4.7, upgrade to version 4.8 of the Microsoft .NET Framework. You can install this component during a standard Microsoft Windows update.

  • In each application, complete the Compile all Business Rules and Formulas check to ensure that business rules use the proper syntax.

Internet Explorer End-of-Use

As of July 2022, if you have an Internet Explorer ClickOnce shortcut to the OneStream Desktop Client application, it will not launch the application of any version when IE is disabled inside of your organization. Starting with 7.0, newly created shortcuts will be created using PresentationHost.exe, which is a component provided by the .NET Framework. Upgrading to 7.0 will not automatically update existing shortcuts. You need to manually create new ones or edit existing ones. To update an existing shortcut of any OneStream platform version, follow these steps:

  1. Right-click on the existing desktop shortcut and go to Properties.

  2. Copy and paste the text in the Target field into the notepad.

  3. Replace this section “C:\Program Files\Internet Explorer\iexplore.exe” with C:\Windows\System32\PresentationHost.exe-launchApplication (note that the “ “ are removed).

  4. Copy and paste the whole text into the target field inside the shortcut's properties, click Apply, then click OK.

You will not be able to view embedded external web pages inside of OneStream when IE is disabled inside of your organization. Starting with 7.0, the external web pages will be embedded using the Microsoft Edge WebView2 runtime control. Microsoft is automatically installing the WebView2 runtime on Windows 10 machines. You can verify if the component is installed on your machine through Add or Remove Programs. It can also be downloaded directly from Microsoft.

Once IE is disabled within your organization, embedded web pages will no longer render inside of OneStream on versions 6.8 and older even if you have WebView2 installed. If your application uses features that embed external web pages, usually through properties that allow pointing to a URL, an upgrade to 7.0+ will be required with the WebView2 runtime control. Key OneStream features that allow embedding external web pages:

  • Dashboard component Web Content

  • Dashboard component File Viewer

  • Dashboard component Button

  • A drill back Business Rule in Transformation Rules Connector