20.7.1 Release Notes
July 2020
Core: 27062.27062
Filing: 27062.27062
XBRL: 27062.27062
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
Deployment
- The CDM client installer now allows the installation and management of multiple instances
Security & Authentication
- Modern Authentication
- Site Administration interface updated to allow the upload of a SAML certificate for use with SAML authentication. Restart of identity server required
- Ability to convert a classic CDM user into a modern authentication user via the CDM desktop client in the User management area
- Security audit log now tracks all generation actions for all projects and reports when enabled
XBRL
ESMA ESEF
- Anchoring and extending from an easy to navigate taxonomy interface
- Text block tagging using Microsoft Word's Content Controls
- Intuitive table tagging interface
- Generate an HD iXBRL document
- Validate the HD iXBRL document using ESMA specific validation rules
- View the HD iXBRL document using the iXBRL Viewer
Certent 365 (Web Client)
Navigation
- A new Project Details web page per project/report that will convey certain summary information about a report such as:
- Team members
- Due date, report description
- Validation rule results
- A configurable image
- Open a report/XBRL project in the CDM desktop client directly from Certent 365. Registering Certent CDM Protocol within the desktop client may be required, please refer to the client guide for more information.
- Ability to browse all CDM reports/folders that you have access to and ability to PIN favorites for easy access
Settings
- Users can change their password if local authentication is being leveraged
Help
- All the CDM User Guides and What's New documents are now in navigable and searchable HTML format directly in Certent 365
Security
The security concept of Roles has been introduced for Certent 365 and will allow an easy way of assigning permissions to users. Two basic roles of Owner and Member have been created. Users can be assigned to roles via the Certent CDM Client > Report Permissions area.
- Via the Certent 365 website, a Project Owner will be able to:
- Move a project/report/folder to another folder of CDM
- Rename a project/report/folder
- Update the description of a project/report
- Update the project image
- A Project Member will be able to:
- View projects/reports and their detail pages
Bug Fixes
Severity |
ID |
Title |
|---|---|---|
Critical |
189044 |
Summary Section property crashes CDM client |
High |
185610 |
Inline XBRL Generated text linked to tag missing text when it spans multiple lines |
High |
185950 |
"Multiple Values were specified for a single fact" Warning incorrectly appears when values are tagged in a specific order |
High |
186300 |
Continuation error on the inline in Arelle in some circumstances |
High |
186442 |
Continuation not referenced |
High |
186894 |
Inline XBRL fails to generate and no error is shown |
High |
186956 |
DEI deprecated schema incorrectly sets default domain when added to taxonomy |
High |
157430 |
[EIOPA] Rules on open forms are evaluated as Success instead of Error when multiple matching key values exist |
Medium |
186931 |
The facts are not loading after opening the generation result from LRP using chromium browsers for non SEC projects |
Medium |
156503 |
Continue With Next stops working when a table is encountered in the generated report |
Notable Known Issues
Severity |
ID |
Title |
|---|---|---|
High |
190983 |
Unable to generate 10-K Inline document with validation. See Validation Error: Inline Validation Service Is Disabled. |
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.
- Inline XBRL for SEC customers 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 20.6.2.
Client
- As a stand-alone fresh installation.
- As an update over previous versions of the Certent CDM Client.
- Now 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.
- Remove Certent CDM from Add/Remove Programs.
- Access the publishing server URL.
- Press the Install button.