Getting Started with OneStream + Administration (4 days)

Day 1: The Foundations of OneStream

• OneStream Overview:
  Understand the OneStream platform and its capabilities.

• In the OneStream Product:
  Explore the key features and functionalities of OneStream.

• Introduction to Metadata:
  Learn about metadata structure and its role in the application.

• Introduction to Cubes:
  Gain insights into cube structures and their purposes.

• Introduction to Workflow:
  Understand the workflow process and its components.

• Introduction to Reporting:
  Explore basic reporting capabilities and options.

Day 2: Administrator Essentials

• Introduction to the Administrator Role:
  Understand the responsibilities of a OneStream administrator.

• Application Tools for Administrators:
  Familiarize with tools available for managing applications.

• Managing Users, Application Extracts, and Distinguishing Environments:
  Learn user management and environment best practices.

• Application Properties:
  Explore the key settings and configurations for applications.

• Working with Dimensions and Members:
  Understand dimension structures and member configurations.

• Working with Extensibility:
  Learn how to leverage extensibility features for custom solutions.

• Working with Cubes:
  Dive deeper into cube management and configurations.

Day 3: Data and Workflow Management

• Building the Workflow:
  Develop workflows tailored to business processes.

• Data Sources:
  Learn to define and manage data sources.

• Transformation Rules:
  Understand how to configure transformation rules for data.

• Configuring the Workflow for Data Import:
  Set up workflows for seamless data import.

• Importing Data:
  Explore various methods for importing data into the application.

• Options for Data Entry:
  Review manual and automated data entry options.

• Setting up Form Templates:
  Design and configure form templates for data input.

• Manual Data Entry Using Forms:
  Practice entering data manually using forms.

Day 4: Introducing More Advanced Administration and Upgrades

• Investigating Data:
  Learn techniques for troubleshooting and validating data.

• Processing the Workflow:
  Understand workflow processing and monitoring.

• Confirming Data Quality:
  Explore tools and processes for ensuring data accuracy.

• Signing Off the Data:
  Learn how to finalize and approve data submissions.

• Workflow Administration Tools:
  Use advanced tools for managing workflows.

• Comparing and Extracting Metadata: 
  Review techniques for metadata comparison and extraction.

• Communicating Changes with Dashboards:
  Explore dashboard tools for effective communication.

• Considering an Upgrade:
  Understand the factors to consider when planning an upgrade.

• Upgrading:
  Learn the steps involved in performing an application upgrade.

• Increasing Your Knowledge:
  Identify additional resources for continued learning.