We’re excited to unveil the latest enhancements to ToolkIt, our comprehensive suite designed to supercharge OneStream Administrators’ capabilities in managing their OneStream applications. This release focuses on making ToolkIt faster, more flexible, and intuitive, so you can focus more on business value and less on managing complexity.
How This Release Helps You Succeed
We understand that time is invaluable when managing complex applications. This release is all about empowering you to work more efficiently by simplifying key administrative processes and making vital information more accessible.
A Tale of Two Versions
This is our first dual-platform release, targeting minimum OneStream Platform versions 7.3.0 and 8.2.0. Here’s what you need to know to make the best upgrade decision:
We recommend upgrading to ToolkIt PV820_SV111 to benefit from bug fixes and regain full document search capabilities.
Stay on the current version: Document search remains available in ToolkIt PV730_SV110, but you will encounter compatibility issues when you upgrade to OneStream PV8.0+. Upgrading directly to OneStream PV8.2+ is highly recommended to access the latest features in ToolkIt PV820_SV111.
PV8.0 – PV8.1 – Use ToolkIt PV730_SV111
This version limits some Search functionality to be OneStream PV8.0 compatible. Please note that upgrading to this version will disable the ability to search Extensible Documents. Please refer to the ToolkIt PV730_SV111 Release Notes for more details. If document search is crucial for you, upgrade your OneStream Platform to version 8.2+ first, then upgrade to PV820_SV111 for full search functionality.
Key Differences Summary
- PV730_SV111: Document search for Extensible Documents is temporarily disabled due to compatibility issues
- PV820_SV111: Full document search capabilities restored, compatible with OneStream Platform version 8.2.0+
Do More with Search
We’ve made significant enhancements to the search functionality to ensure you get the most out of ToolkIt’s powerful capabilities:
- More Comprehensive Search: You can now search both names and descriptions of key OneStream application objects, ensuring you get consistent and comprehensive results every time—no more missed information!
- Default Application Setting: When searching across multiple OneStream applications, you can now set the default application to your current application, eliminating the need to adjust settings every time you switch
Full Document Search
For those on OneStream Platform v8.2 and higher, you can now search all document types found in OnePlace, including Extensible Documents. These search results can be found in the new “Files” Report Group.
Expanded Workflow Security Reports
Based on your feedback, we’ve enhanced the Workflow Security report to better manage large configurations:
- Standard Report: Tailored for common reporting needs with fewer columns for faster load times
- Expanded Report: Displays the inherited groups and users for the assigned Access Group
These updates address your requests for more adaptable reporting options, providing a smoother auditing experience and faster insights.
We’ve made several improvements to the Member Statistics utility to support clients managing larger metadata sets:
- Asynchronous Launch: You can now launch the utility asynchronously, allowing you to continue working on other tasks while the process is completed in the background—no more waiting!
Targeted Report Filters: New report filters allow you to focus on specific metadata subsets, providing more targeted insights with improved performance.
Continuous Improvements
This release also includes various minor fixes aimed at keeping your experience seamless and bug-free. Please refer to the ToolkIt PV730 SV111 Release Notes and the ToolkIt PV820 SV111Release Notes for the complete list of updates in these releases.
These enhancements are part of our commitment to providing the tools you need for an efficient, informed, and seamless administrative process. We’re excited for you to try these improvements and welcome your feedback.
Need Help?
As always, we’re here for you if you need assistance. Please visit http://support.finit.com/ for any support.
Curious What’s Coming Next
Interested in sneak peeks, feedback opportunities, and staying up to date on the latest innovations at Finit? Consider joining Finit Labs—our community of like-minded innovators!
Stay tuned for more updates, and thank you for being an essential part of our journey towards excellence!