Select the Help Desk Development Location

Before beginning installation, decide whether to build the solution directly in the Production OneStream application or in a separate Development OneStream application. This section provides some key considerations for each option.

Production OneStream Application: The primary advantage of building the solution in a Production application is that you will not have to migrate the resulting work from a Development application. However, there are intrinsic risks when making design changes to an application used in a Production capacity and not advised.

NOTE: OneStream strongly recommends that you implement the solution in the Development environment with a fresh copy of the Production application before starting work.

Development OneStream Application: As a best practice, use the Development OneStream application to build the solution.

It is recommended that Administrators learn the tool and document their Help Desk processes in a Development environment rather than generate test tickets in their Production environment. There typically would not be a need to migrate Help Desk ticket information between Development and Production environments and the only unique setup component is the creation of the Ticket Categories for Help Desk. This creation of the Ticket Categories is a low level of effort that does not warrant migrating the Help Desk tables between applications.