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23.2.0 Release Notes

May 2023

CDM Client: (Core | Filing | XBRL) 23.2.0.30755

CDM Server: 23.2.0.30755

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

XBRL

ESMA ESEF

  • Tag Inspector allows users to review the list of tags in a project and navigate to the tagged area inside the corresponding report object from workspace area
  • Taxonomy view navigation performance enhancements
  • Concept details performance enhancements
  • External hyperlinks are removed from inline XBRL generations
  • Ability to include explicit inline CSS style per line
  • Previously created orphan tag markers are now removed when saving object
  • Creation of multiple tags at the same location is now supported
  • Text block tags can now include images
  • Tagging information file now contains additional details such as Data Type, Balance, and Unit
  • Addressed outdated log4net vulnerability
  • Addressed weak password acceptance vulnerability for basic authentication

SEC

  • US GAAP 2023 Taxonomy is now supported in CDM
  • [Extension Taxonomies] Item types now display their namespace URL as tool tips

Platform Integration

  • CDM now supports authentication via the insightsoftware Platform
  • Security configuration from the insightsoftware Platform can be synced with CDM security
  • Web components have been rebranded for CDM Server configured with the insightsoftware Platform

Architecture

  • Security protocols earlier than TLS1.2 are no longer supported

Bug Fixes

Severity

ID

Title

Critical

CER-23219

[ESMA ESEF] iXBRL generation failure upon encountering a null font

Critical

CER-22443

[ESMA ESEF] Tag highlight saved in object content while using the CDM client published in Citrix

Critical

CER-22878

[ESMA ESEF] iXBRL generation failure upon encountering leading/trailing superscripts inside text block tags

High

CER-23096

[ESMA ESEF] Paragraphs with customized scaling and spacing are not generated correctly

High

CER-22666

Destination variables having sources defined in reference objects are not always updated at report generation

High

CER-22037

[ESMA ESEF] HTML Syntax error upon encountering empty hyperlinks

High

CER-22879

[ESMA ESEF] Performance issues while tagging large Excel ranges as text blocks

High

CER-22868

[ESMA ESEF] Incorrect continuations structure in specific Print_Area text block tagging

High

CER-22806

[ESMA ESEF] False negative HD conversion error for text block tagging on Print_Areas with Print_Titles

High

CER-23508

[ESMA ESEF] Variable cache entry with different culture than the one set at the report is not recreated upon saving the source object

High

CER-23108

[ESMA ESEF] HD conversion errors when generating customer report

High

CER-22624
CER-22625

[ESMA ESEF] Missing HTML Table if range variable is inserted within a Word table

High

CER-22065

[ESMA ESEF] Header repeats on all pages when performing inline XBRL generation when using ToC variables

High

CER-22698

[ESMA ESEF] HD conversion errors for text block tags ending in hyphenated word

Medium

CER-20635

[HD] Missing picture borders in the output document

Medium

CER-23309

[HMRC] Value cannot be null exception when validating project

Medium

CER-23154

[ESMA ESEF] InlineHDIncorrectTagValueError for text block tag over specific paragraph

Medium

CER-22931

[ESMA ESEF] XBRL generation fails with Reducestyles set to True

Medium

CER-22562

[ESMA ESEF] Cannot tag a text block on a selection containing 2 or more content control end markers

Medium

CER-22673

[ESMA ESEF] Specific text block tag nesting results unreferenced continuations

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 2.5.8. 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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