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20.11.1 Release Notes

November 2020

This is a CDM general incremental release that aims to enhance the existing product features and address a series of defects found on previous versions.

Features

Security

  • Native users must now change their password the first time they log in or the first subsequent log in after a password reset

Narrative Reporting

  • A configuration key has been added to allow variables to preserve leading or trailing spaces in their values
  • High Definition HTML generation now has the option to embed fonts
  • Additional improvements in handling images and shapes paths have been added to the HD generation engine

XBRL

ESMA ESEF

  • Taxonomy Extension - Users can now extend the ESMA taxonomy dimensional model
  • Generation - ESMA projects have the option to embed fonts during generation (enabled by default)
  • Taxonomy View - Calculation UI Improvements
    • Grouping abstracts will indicate with a Plus (+) that some of its children contribute to the calculation of its parent concept
    • Siblings of calculation contributors will be presented with a Tilda (~) indicating they do not participate in the calculation of the parent concept
  • Taxonomy Extensions - Dimensions and dimension members will now appear correctly in presentation only roles
  • Tagging - The Microsoft Word and Microsoft Excel selection is highlighted
  • Taxonomy View - Taxonomy search has been enhanced
    • Added support for words (A B C) and phrase ("A B C") search
    • Search now is executed across all taxonomy roles
    • The presentation of the search results has been enhanced
    • Returning to the full view will maintain and will scroll into view the taxonomy selections
  • Users are now notified of actions that will results in the creation of orphan tags
  • Adobe InDesign integration - ESMA projects can now be enabled as Adobe InDesign tagging projects

CIPC

  • CIPC 2020 is now listed as a supported taxonomy

SEC

  • The following taxonomies are no longer supported:
    • 2017 IFRS
    • 2018 IFRS
    • 2018 DEI

Certent 365 (Web Client)

  • A Reviewer component has been created that allows document review for HD generated documents
  • Documents can be downloaded and printed locally from the Reviewer

Bug Fixes

Severity

ID

Title

Critical

59314

BI Reports using a container table do not return any data in CDM

Critical

190457

Cognos Analytics queries do not bring in Report Parameters

Critical

193463

Level 2 text block does not reflect actual location in multi-column document

Critical

193476

Text block tags not appearing in the correct places within multi-column document

Critical

192154

Adding a footnote on a tag returns server exception when the parent is an Exhibit section

Critical

187989

Exception returned when validate an ESMA project

Critical

192745

Unable to generate customer taxonomy

Critical

192011

Error when generating a customer report to HD HTML

Critical

192936

Customer report generation failure

Critical

192928
192935

Generation performance issue

Critical

197680

Unable to access ESEF taxonomy

High

192197

Loading the tag preview window produces a "server is not accessible" error when tagging text with variables

High

191390

Network communication error when validating Ireland Revenue XBRL project on CDM SaaS

High

192241

Wrong Status for LRP (Generation)

High

192423

Exception occurs when deleting xbrl.fasb.org from XBRL cache manager

Medium

190259

Borders do not appear in HD Output at 100% display

Medium

191420

Errors messages with missing tags are present in Validation Pane

Medium

191421

Inline XBRL generated from CDM has UTF-8 with BOM Encoding (Ireland Revenue Jurisdiction)

Medium

192621

Incorrect generation of images to HD HTML

Medium

192815

Inconsistent thickness of table borders when viewing the HTML output

Medium

156469

Rule v6458_m is evaluated as Error instead of Success

Medium

193175

Scale goes to Various as Default

Installation

The CDM client is a 64-bit application. This version can be deployed in the following ways:

Server

  • As a stand-alone fresh installation.
  • As a stand-alone installation by selecting Use existing databases or Empty databases if you already have CDM database(s) from previous versions and a known encryption key. If you do not remember your encryption key, it can be obtained using the Get Encryption Key utility provided with this release being run on the previous version of CDM prior to uninstalling it. Now you can also use a previously exported key by directly selecting it in the installer instead of typing it down.
  • As an upgrade from 20.1.1 or later.
  • Customers using XBRL or Inline XBRL must deploy the XBRL Dependencies on the same box with the CDM Server which is provided alongside the CDM installers.
    • This build uses XBRL Dependencies version 20.9.2.

Client

  • As a stand-alone fresh installation.
  • As an update over previous versions of the Certent CDM Client.
  • Supports multiple client instances on the same box.

ClickOnce

  • As a stand-alone fresh installation.
  • As an update over previous versions of the Certent CDM publishing server.
  • Due to the change from 32-bit to 64-bit of the Certent CDM Client, previously installed client via ClickOnce will not be automatically upgraded upon start up. The client must be removed and redeployed when upgraded from a version earlier than 20.3.1.
    1. Remove Certent CDM from Add/Remove Programs.
    2. Access the publishing server URL.
    3. Press the Install button.

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