22.1.0 Release Notes

February 2022

CDM Client: (Core | Filing | XBRL) 22.1.0

CDM Server: 22.1.0

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

• Ability to provide a DNS alias during CDM Server installation that will be used in configurations instead of the actual FQDN which will ease on premise deployments

Certent 365

CDM Desktop

• Introduction of the Certent 365 Projects module that further enhances the idea of centralized team collaboration and a "one version of the truth" single document experience
• Within the desktop client, Projects have now been rebranded as XBRL Projects to avoid confusion with the Certent 365 Projects module
• Teams will collaborate around a Certent 365 project which is a collection of documents with a shared project lifecycle, created for a specific purpose (e.g. Quarterly Filing, Board Book, Annual Meeting)
• By simply adding a document to a Certent 365 project module workspace
  • All team members will have access to the latest generation done in the Projects module.
  • All team members can review the latest generated document using the Certent 365 Reviewer.
  • All team members can see all Certent 365 project documents and the associated Certent 365 project due dates on the Certent 365 website.
  • All team members will have confidence that they are collaborating with the correct documents.
• A project is automatically created for each CDM report and they can be associated with an XBRL project from the same report

Certent 365 Website

• Administer your Certent 365 project users and roles within the Team page for each project within Certent 365
  • Project owners will be able to add/remove CDM users per project as well as manage their role type within the project. These roles are leveraged by the Certent 365 web application only.
• View and interact with the project documents within the new Document tile found for each project on the Certent 365 Project Details dashboard
• Review and approve XBRL fact content within applicable documents within the Reviewer application
  • Ability to view document validation messages
  • Ability to view fact validation messages
  • Ability to view fact details
  • Ability to filter facts based on fact details, status and validation messages
  • Ability to add comments and replies to facts
  • Ability to review and approve facts

Security

• CDM security token is now linked with the corresponding access token issued by the Identity Server
• Updated JQuery to version 3.6.0
• Updated Bootstrap to version 5.1.3

XBRL

Common

• Within the desktop application, Projects have now been rebranded as XBRL Projects to avoid confusion with Certent 365 Projects
• Additional XML and HTML integrity validation have been added to XBRL generations

SEC

• Support for IFRS 2021 taxonomy
• Ability to migrate from IFRS 2020 to IFRS 2021

ESMA ESEF

• XBRL Project update summary can now be viewed from the UI by any user that can open the XBRL project

Bug Fixes

Known Issues

• Filtering of facts within the Reviewer application will result in text block continuations to no longer be highlighted.
• Charts originating from objects that have special characters in their names (for instance letter accents) will not render during generation.

Installation

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 20.3.1 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 21.4.1. In order to avoid Arelle update issues, Arelle must be uninstalled, and any remaining files must be deleted prior to update XBRL Dependencies.
  • If the upgrade was done without this step please check KB - Misc Arelle Errors in order to address any issues caused by Arelle additional files.

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 Programs and Features.
  2. Access the publishing server URL.
  3. Click the Install button.