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23.3.0 Release Notes

September 2023

CDM Client: (Core | Filing | XBRL) 23.3.0

CDM Server: 23.3.0

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

Security Authentication

  • Added the ability to redirect the authentication to use the default OS instead of the WPF embedded browser

HTML Generation

  • Enhanced image generation to support image shading

XBRL

General

  • Arelle version update to 2.11.3
  • Custom group information is now displayed for both reports and XBRL projects

ESMA ESEF

  • Validation enhancements for the CreateHTML tables feature
  • Ability to delete tags from the Tag Inspector
  • Enhancements on tagging order for multiple text block tags in the same object
  • Enhancement to disallow tags in unsupported areas
  • Added limited support for shapes inside text block tags

IFRS for SEC

  • Added support for IFRS 2023 for SEC

Bug Fixes

Severity

ID

Title

Critical

CER-24860

Border line in table with conditional formatting not displayed

Critical

CER-24412

Formulas return #REF! errors on the display sheet when TM1 data source connection or data query fails

Critical

CER-21698

Values not retained with the OLAP TM1 Write Back feature

High

CER-23382

Issue with CONCAT functions in a specific object

High

CER-23305
CER-23745

[SEC] Unable to generate iXBRL for specific project

High

CER-22889

[ESMA] Conversion Errors in iXBRL due to superscripts

High

CER-22388

Incorrect image generation to HD HTML

High

CER-21834

Picture variable changes not updating in the destination Word object

High

CER-22620

[Word Generation] Break Type - New Page 0 not applied to report objects with content control

Medium

CER-23810
CER-23511

[SEC] Copying specific taxonomy fails

Medium

CER-23403

"Cannot change part of an array" error for named range variables containing array formulas

Medium

CER-23228

Fatal error thrown by CDM when tagged area exceeds Print_Area range

Medium

CER-23162

The font size from a page setup object affects spacing between RS/RE ranges

Medium

CER-23141

Error at opening/viewing a locked object

Medium

CER-22964

Support dynamic array formulas in CDM named range variables

Medium

CER-22808

Apply a specific tag issue

Medium

CER-22668

Tag shifted and incorrectly applied over wrong selection

Medium

CER-20132

Chart axis format with white color line prevents chart bars to generate to inline XBRL

Known Issues

  • C365 Reviewer - Validation messages that should be present at the Document level display in "first section"of the outline. This occurs when there is an HTML validation message that is identified within the first section of the outline.
  • Filtering of facts within the Reviewer application will result in text block continuations to no longer be highlighted.
  • Report creation/import wizard windows shrink and are not resizable, if you display the CDM application on the secondary monitor. You can display CDM on the primary monitor as a workaround.
  • String tags that are in merged table cells get misplaced in page when HTML tables generation is enabled.
  • When using the CDM Word add-in, outline item actions might result in Microsoft Word throwing the error message: A table in this document has become corrupted, when the outline item content is just a table.
  • The user under which the CDM application pool runs should have the Write and Delete permissions for the Windows temporary folder. More information can be found in the Installation Guide.

Installation

You can deploy this version 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, you can obtain it using the Get Encryption Key utility provided with this release being run on the previous version of CDM prior to uninstalling it, or from Certent CDM Support. 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.
  • If you are using XBRL or Inline XBRL, you should deploy/update Arelle on the same box with the CDM Server that is provided alongside the CDM installers. The XBRL Dependencies package has been discontinued.
  • This version is compatible with Arelle release 2.11.3. Before installing this Arelle version, you should uninstall and clean up temporary files created by your previous Arelle installation, by following the instructions on KB - Arelle Upgrade 2022.10.28.

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. You should remove and redeploy the client when upgrading 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.

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