24.3.0 Release Notes
August 2024
CDM Client: (Core | Filing | XBRL) 24.3.0.31456
CDM Server: 24.3.0.31456
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
- Word, Excel and PowerPoint server-side formatting engine library updates
- Improvements when opening Word objects in CDM that have nested content controls
- Enhancement to the CDM refresh engine to handle external data sources from SQL, Essbase and External Excel Files more efficiently
- The Excel Analysis Dashboard now displays report objects with inherited workflow
- Application permissions can be modified for inactive insightsoftware Platform users
HD Generations
- Added the Report Row Height (At least) option to Report Properties to make the entire content in Excel cell visible in Word generation
XBRL
ESMA ESEF
- Added a new option to toggle between tagging/non-tagging mode
- Added support for paragraph tagging to enhance the paragraph selection and tag process
CIPC 2023 Taxonomy
- Added support for CIPC 2023 Taxonomy
Draft ESRS Taxonomy
- Added support for tagging Extensible Enumerations
- Allow Transformation Set to be applied when tagging a Boolean Item Type
IFRS Sustainability Disclosure Taxonomy
- Support for the IFRS Sustainability Disclosure Taxonomy (IFRS SDT)
IFRS 2024 for SEC
- IFRS 2024 Taxonomy for Security Exchange Commission (SEC) is available in CDM now
Bug Fixes
Severity |
ID |
Title |
|---|---|---|
Expedite |
CER-26464 |
CDM freezes when opening and checking in Word objects |
Expedite |
CER-29953 |
Conversion error when applying a text block tag to content that has a character that is misinterpreted by the content processing engine |
Expedite |
CER-29822 |
[ESMA] Unable to generate XBRL due to merged cell spanning until the last column of table |
Critical |
CER-29943 |
Increased PDF generation times after upgrading to CDM 23.3.3 |
Critical |
CER-20008 |
Page numbers are incorrect |
High |
CER-44555 |
Error after upgrading CDM client to 24.2.3 |
High |
CER-30497 |
Logging.config file on user machines lost values for file name, max file size, and max size roll backups after second upgrade |
High |
CER-28569 |
Image gets rotated inside generated HD HTML |
High |
CER-30382 |
Excel generation showing values as text instead of numbers when there is a page setup where note variables are present |
High |
CER-30315 |
Auto Refresh doesn't refresh the formula and needs manual refresh |
High |
CER-29952 |
Cells where Wrap Text option in Excel is enabled are not automatically expanding on generation |
High |
CER-29919 |
Incorrect generation of a specific table only in ESMA XBRL project |
High |
CER-29770 |
Vertical text alignment in table |
High |
CER-28803 |
Inline XBRL Generation is failing in a specific scenario |
High |
CER-28704 |
TOC pages numbers do not match TOC variable value |
High |
CER-28566 |
[SEC] Generate inline XBRL fails when Section Exhibit contains only sections and no printable object |
High |
CER-26562 |
[CIPC] The error is detected during schema validation of inline XBRL. Element "tr" of namespace ""http://www.w3.org/1999/xhtml" is not expected |
High |
CER-25315 |
Combo chart Horizontal Error Bars change to Vertical Error Bars inside CDM |
High |
CER-23525 |
Word generation error on Word object with two columns layout |
High |
CER-23302 |
TOC variables page numbering off |
High |
CER-22864 |
SQL Errors upon refreshing large reports |
High |
CER-22659 |
Internal Sever Error when generating report, instance, and running XBRL Refresh |
High |
CER-21195 |
Chart labels are moved when generating a report in CDM |
High |
CER-18642 |
Error when generating specific objects with Landscape page orientation |
High |
CER-18033 |
All Excel tables are showing in Times New Roman instead of Calibri |
High |
CER-15911 |
Text wrapping setting not retained when generating to PDF if the text is formatted into two columns |
High |
CER-15751 |
Excel generated content does not retain the font size from the source object |
High |
CER-15745 |
Header applies to wrong section |
Medium |
CER-29915 |
[ESMA] Inline Content Controls shows GUID instead of destination variable value |
Medium |
CER-29892 |
Custom Italic fonts cannot be generated |
Medium |
CER-28784 |
Charts are not generated the way they are setup |
Medium |
CER-28550 |
Config files were changing after each upgrade |
Medium |
CER-28542 |
Network communication error message when changing workflow status after enabling email notifications |
Medium |
CER-26208 |
Special character in password causes ODBC connection to fail |
Medium |
CER-25950 |
Word generation error when Word Indexes are used |
Medium |
CER-24105 |
[Excel Analysis Dashboard] Report objects with inherited workflow are not displayed |
Medium |
CER-30738 |
Validation Error related to http 2023 SRT |
Medium |
CER-30256 |
Chart title does not retain selected font |
Medium |
CER-23294 |
[Word Generation] Page numbers not in sync with TOC when installing custom True Type Fonts |
Medium |
CER-22451 |
Word generation looks different in the Workspace than the offline output on some Office versions |
Medium |
CER-21827 |
Print area named ranges not being generated for Suomi language if source object contains a comment |
Medium |
CER-21055 |
Unable to generate charts when selecting Suomi language |
Medium |
CER-17939 |
Stacked column/pie charts not generated to Word without "Generating charts as images" |
Medium |
CER-15793 |
Table of Contents was incorrect when generating report |
Medium |
CER-16687 |
Native Word TOC page numbers not in sync with the actual page number in the generated document |
Medium |
CER-15772 |
Generated document shows "The content of this file is corrupted" when some cells are merged |
Low |
CER-20946 |
Font size enforcement not applied on Hebrew language paragraphs |
Low |
CER-19837 |
Charts data label/title box size and position in a pie chart is not retained after check-in |
Low |
CER-24711 |
After generating single object/section, "Show in report object" opens the same object in a new tab each time |
Known Issues
- Filtering of facts within the Reviewer application will result in text block continuations to no longer be highlighted.
- 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.
- 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.
- 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 2.25.4. 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.
- Remove Certent CDM from Programs and Features.
- Access the publishing server URL.
- Click the Install button.