20.3.1 Release Notes
March 2020
Core: 26862.26862
Filing: 26862.26862
XBRL: 26862.26862
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 & Security
- Filing component no longer requires a license key
- Support for Windows Server 2019
- Support for SQL Server 2019
Modern Authentication
- Support for OKTA identity provider via OpenID Connect protocol
Certent 365 (Web Client)
- Main Menu reorganization and style changes to provide user friendly navigation and cleaner visual experience across the entire CDM website
- A user's Projects are now displayed in a tabbed view: Recent, Pinned, All
- Search functionality for projects and report
- Projects/Reports can now be opened in the CDM desktop client by using the open project functionality
Narrative Reporting
- Improved generation performance by enabling the caching mechanism for Print_Areas.
High Definition Reporting
- EDGAR HTML generation will use the HD Reporting engine by default
- This release has increased pixel precision of content writing for HD reporting
- HD Reporting now supports the automatic removal of non-SEC external hyperlinks from an inline and EDGAR HTML document
- HD Reporting now consolidates fonts more efficiently
- Improved unsupported font detection:
- When a report uses a font that is not supported by the HD reporting engine, the generation process will halt and tell the user what unsupported font was used
- Added support for Segoe UI Symbol font in the HD engine
- Improved text block tagging
XBRL
General
- Improved UI validation for project names and project titles
- Users without XBRL permission can no longer roll forward reports with projects
- New built in Support functionality to access temporary files on each generation
ESMA
- ESMA projects can now be exported and imported with the report without invented concepts
- ESMA projects can now have multiple languages
- ESMA Inline generation creates htm files for all languages of the project
SEC
- Improved schema content validation for non Fraction tags
Bug Fixes
Severity |
ID |
Title |
|---|---|---|
Critical |
157174 |
Upgrading an existing database will return filing error even if the filing component is not installed on the existing database |
High |
155778 |
Exception when creating a text block in a Word exhibit object Medium 158189 Performance improvements of loading of XBRL generation screen |
Medium |
158189 |
Performance improvements of loading the XBRL generation screen |
Medium |
146172 |
Encryption key commands not working as expected |
Medium |
148891 |
[EDGAR HTML] Image names cannot start with a number |
Medium |
158175 |
Cannot expand TM1 dimensions hierarchy for specific TM1 cube |
Medium |
158219 |
PRA rule has an empty description (boe_v0775_m_1) |
Notable Known Issues
Severity |
ID |
Title |
|---|---|---|
Medium |
185722 |
Non-HD inline generation will always include temporary support files in output |
Medium |
185723 |
Non-HD Filing Submission Package will always include temporary support files in output |
Medium |
185865 |
New Installations: Incorrect Connector information in the CDM.config file Workaround: Removing extra lines. |
Medium |
185878 |
When opening an inline generation from the processes window (using the folder icon), a permission error in a browser window appears instead of the ix-Viewer. The save functionality is not affected. Workaround: Enable windows authentication on CDM Server. |
Installation
The CDM Client is now a 64-bit application, please contact support if a 32-bit client is required. Please do not install this package if client machines are using Windows 32-bit. 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.
- 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 the same XBRL Dependencies as version 20.1.1, so an update is not required.
Client
- As a stand-alone fresh installation.
- As an update over previous versions of the Certent CDM Client.
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.