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Information on OneStream business rules for CXO

Schedule a task

Any loadset that is configured in the CXO dashboard can be scheduled via the Task Scheduler function that is a default function in OneStream.

Go to the ‘Application’ tab and choose ‘Task Scheduler’ from the list.

Select a time slot in the calendar overview and click on ‘New Task’

Select the ‘ScheduledExtraction’ task from the ‘CXO’ menu

The task requires a unique name and needs to be configured with 3 parameters:

  • IncludeMetadata (Yes/No) this is present by default and will load the metadata for the combination: Category/Period/Year that are included in the loadsets

  • SourceSystem (OneStream) specify the source system in CXO that will receive the data

  • DataSet (name of the existing dataset for the specified source) datasets are configured in the CXO dashboards.

In the second tab, you can specify if the job should run in certain intervals. by default it is set to ‘run once’

Specify Max concurrent connections/uploads

Open the ‘CXO Cockpit Manager (CXOM)’ dashboard in the application tab and open the ‘Parameters’ group. There are two relevant settings that specify the number of simultaneous connections that can be configured according to the needs.

Par_MAX_CONCURRENT_CONNECTIONS_COUNT_CXOM
Par_MAX_CONCURRENT_UPLOADS_COUNT_CXOM

The higher the number, the more steps can be done simultaneously. It is good so set this number as high as possible without letting the CPU usage during a job exceed 75%.

Configure shown time periods in dashboard POV

You can specify the timeperiods that are included in the pov selection window, by changing the values of the parameter ‘Par_POV_TimePeriod_CXOM’

Specify a application server that will execute the scheduled tasks

You can specify a specific server to execute the scheduled tasks by opening ‘Security Rules’ in the application tab

Open ‘CXO’ > ‘Sequences’ > ‘Scheduled Extraction’ and select the preferred server from the list in ‘Application Servers’

Please note, not all servers are trusted in the customer domain, the selected server needs to be one of the customer facing application servers.

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