23.4.0 Release Notes

December 2023

CDM Client: (Core | Filing | XBRL) 23.4.0

CDM Server: 23.4.0

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

General

• Changes to Word generation for handling custom fonts for better rendering and computation of TOC values

Security Authentication

• Platform related changes in the web client to include the "Platform" flag, for user synchronization and management

HD Generation

• Added the new report option "Replace Embedded Fonts in HD" (True/False - Default False) to replace embedded fonts as base64 in HD generation

XBRL

ESMA ESEF

• Ability to edit one or more tags while viewing from the Tag Inspector

EFM Error Message

• Added more comprehensive message to indicate the URI of the (first) file that is missing from the cache manager when working offline

Bug Fixes

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.