EDM File Transfer Enhancement

EDM Support are pleased to advise that we are now able to offer additional File Transfer services 

Protocols available are FTP, FTPS, SFTP, HTTP and HTTPS

Current usernames and passwords have been preserved however, the host will change to files-eu.markit.com and port from 21 to 22.  Please update your login credentials accordingly

Please do not hesitate to contact EDM support should you have any questions at medm-support@markit.com

Technical Brief: Impact Assessment of Spectre and Meltdown Processor Bug Patches on EDM

In response to the recent news of the Meltdown and Spectre computer chip bugs which could potentially allow attackers to access sensitive data, microprocessor manufacturers and operating system vendors have been busy devising patches to protect against the perceived security risks. While these rapidly-introduced patches are intended to address the security vulnerabilities, they may incur some performance penalties on the underlying systems.

We will strive to provide our clients with early warning of any adverse impact resulting from the applied processor patches. Currently the EDM team is actively monitoring the performance results of our continuous integration and performance tests to assess any potential performance degradation for our managed services and client-installed implementations.

In this fluid situation where the impact can vary significantly depending on usage and complexity of operating environments, we encourage our customers also to monitor their own EDM installations where applicable.

Any clients who do notice any performance degradation of EDM once their systems have been patched are encouraged to notify EDM Support.

EDM end of software version support

IHS Markit EDM is providing 6 months' notice of EDM versions which will be out of support in 2018 as detailed in EDM Confluence

Version	Release  Date	Full Support 2 years from Release Date	Partial Support further 1 year	Unsupported
v17.1	Nov-17	X
v11.5	Mar-17	X
v11.0	Sep-16	X
v10.5	Jan-16	X until Jun-18	X
v10.2	Apr-15	X until Jun-18	X
v10.0	Dec-14			X
v9.5	Dec-13			X
v9.0	May-13			X
v8.5	Nov-12			X
v8.1	Aug-11			X
v8.0	Apr-11			X
v7.6	Oct-10			X
v7.5	Apr-10			X
v7.0	Jul-09			X

Software reaches end of life support for a number of reasons such as technology innovation and development driven changes to the product, or the software matures over time and is replaced by functionally richer technology. 

Access to Full EDM software support will be available for a period of 2 YEARS from the date of release of a Major EDM version.  

Full Support 

Comprises investigation and replication where possible and workarounds identified within local support environments. 

• Software issues will be addressed in upgraded releases within the major EDM version.

Partial Support

Comprises investigation and replication where possible, for a FURTHER 1 YEAR from the date of end of full support.  However, we cannot guarantee to have a local support environment available and support may be limited to webEx sessions, enterprise software jira, telephone and e-mail support.   

• IHS Markit EDM will no longer develop or address issues in the software for partially supported EDM versions.

Unsupported

Unsupported version support will be limited to webEx sessions, enterprise software jira, telephone and e-mail support only.  EDM support will not have local environments available to enable investigation or replication of issues. 

• IHS Markit EDM will no longer develop or address issues in the software for unsupported EDM versions.

EDM Warehouse v17.1 Release Notification

December 18th 2017

IHS Markit is pleased to announce the v17.1 release of our EDM Warehouse software which is compatible with EDM v17.1. The highlights of this release are as follows:

User-Defined Account Groups Maintenance

• Enhanced features to maintain user-defined account groups.
• Define group start date and base currency.
• Search and assign eligible participants by Account ID and Name.
• State period of a participant in a group; i.e. start and end date.
• View participant lineage in the user-defined account group.

Reporting Currency 

• Allow administrators to select exchange rates based on price types, exchanges, and sources.
• Flexibility on viewing and reporting data in alternate currencies.
• User-Defined Inquiries automatically inherit configuration from the parent unless specified. 
• Define price type, price exchange, price source and price validity at the application level, if there is only one source of FX data. 
• Define price type, price exchange, price source and price validity at the inquiry level if there is more than one source of FX data; e.g. FX Rates from Internal System versus Software Vendor. 

Auto-Permission New Accounts

• A new rule-based feature which allows administrators to auto-permission new accounts to one or more user groups.
• Full revision history of changes in rules is maintained for audit and compliance purposes.
• Can be integrated and invoked via EDM after completion of Portfolio / Account Master load to EDM Warehouse.
• Positive or negative permissions: all permissions to User Group A where Book ID is Private Equity; all permissions to User Group A where Book ID is not Private Equity.

New Inquiries

Fund Performance Inquiry

• View performance data for a period or period range including returns, fees and expenses for funds or share classes.
• Compare performance data with linked benchmarks.
• Refine performance results by using available selections; e.g. Benchmark Type, Benchmark Purpose.

Extended Security Classification Position List

A new position data inquiry template that supports the use case of security level classification:

• Dynamic update to field business names based on the selection of security characteristics set.
• Removes the overhead of creating position-level classifications out of security-level classification as found in EDM Warehouse v9.0 and below.

Security Updates 

• SQL injection and ethical hack issues were updated for Nam and Account totals inquiries.
• Column names and other secure information are not shown on capture in HTTP and HTTPS traffic and logs.
• Inline SQL code and query formations were removed and are done server-side which makes the system more robust and secure.

Table and Loader Updates

• Market Data tables have been enhanced to ease data uploads and remove the dependency on other market data table content.
• Benchmark tables have been added to allow clients flexibility in linking Indices or Benchmarks to Funds and Accounts.

 

For additional information about this release please see the EDM Warehouse v17.1 release note.

Please contact your client manager if you are interested in upgrading to this release.

EDM v17.1 Release Notification

November 27th 2017

IHS Markit is pleased to announce the v17.1 release of our Enterprise Data Management (EDM) software which is now generally available. The highlights of this release are as follows:

Dashboards

• Display multiple visual elements representing data sets, charts, functions and reports.
• Summarize key metrics and trends for data in your EDM implementation.
• Use the same reports or elements in multiple zones on a single dashboard.
• Visualize the same report data (for example) as both a bar chart and a pie chart.
• Share dashboards and access shared dashboards.
• Allow specified 'collaborators' to edit shared dashboards.
• Lock dashboards to prevent concurrent editing.
• Resize the browser window to see 'responsive' elements adapt accordingly.
• Allow dashboard elements to communicate via 'channels'.
• Users can edit the default element name when adding to a dashboard.

Chart Export

• Save charts for sharing or inclusion in documents.
• Export as an image.
• Export in Scalable Vector Graphics (SVG) format.

EDM Groups

• New EDM Groups tab within Console Grouping and Security allows custom groups of EDM users to be created.
• Users can be added to EDM Groups from other EDM Groups or from Active Directory.
• Groups of users can be assigned permissions in a way that is less cumbersome than creating Active Directory groups for this purpose.

Favourites

• Add pages to your list of favourite pages via one click on the Page Toolbar.
• Access your list of favourite pages via a link in the Side Menu.

Doughnut KPI Chart

• New 'Doughnut KPI' UI element within the Key Performance Indicator category.
• Displays value as a percentage towards a target.

Client-Facing RESTful API

• Exposes core EDM functionality; specifically the EDM Data Generator Service.
• Includes an EDM Token Service for authorization via a JSON Web Token (JWT).

Page Layout for Workflows

• Layout for workflows now based on a fixed 24 column grid, with rows fixed at 30 pixel height.
• Database Upgrade Wizard converts workflows to the new layout.
• Row count for conversion defaults to 24, but can be changed.

Data Generators - HTML5

• Generator Inbox Grid UI element upgraded to HTML5.
• Powerful facilities for paging, sorting and filtering items.
• All editing options now consolidated into the "Enable Editing" link.
• Default paging set to 50 rows per page on upgrade.

New UI System

• Side Menu with links to pages, dashboards and favourites.
• Administration Toolbar with a link to the 'about' page and (in future) an administration section.
• Page Toolbar facilitating access to page-level functions such as editing, sharing and adding pages to favourites.

Published Elements

• Organise elements into categories, and tag with keywords.
• Provide a business-friendly name and description for end users.
• Set input / output mapping for components to communicate within the dashboard.
• Create an inventory of elements to be used when building dashboards.

Doughnut Charts

• HTML5-based.
• Same features as the pie chart.
• Easy to configure and migrate to the doughnut style.

Version Control

• Checked-out Components View now allows sorting by "Type", "Name", "Check Out To" or "Check Out Date".
• Version Control labels can now be chosen from a drop-down list on check-in. 
• Package Export Wizard now allows exporting of components for a specific label or multiple labels.

Data Porter 'BulkCopy' Default

• DPTransferSystem in CADIS_SYS.CO_DBPARM now specifies the default transfer method for all Data Porters.
• The default 'BulkCopy' database transfer method can be changed, and individual Data Porters can be overridden using the drop-down at each step.

Other Changes

• Visual and architectural changes to the look, feel and performance of the thin-client Web UI by introducing Angular 2 and streamlining CSS.
• Ability to hide or show location of environment, and new location of environment description.
• Read-only mode introduced for Core Matcher UI.
• To improve efficiency when wiring up elements in a workflow, default settings for input / output parameters of newly created UI elements now set to fixed values: "null" for inputs, and "not visible" for outputs.
  

For additional information about this release please see the EDM v17.1.110.11 release note, and for the version documentation please see the EDM v17.1 version note.

Please contact your client manager if you are interested in upgrading to this release.

EDM v17.1 (Beta) Release Notification

October 24th 2017

IHS Markit is pleased to announce the v17.1 (Beta) release of our Enterprise Data Management (EDM) software. The highlights of this release are as follows:

Dashboards

• Display multiple visual elements representing data sets, charts, functions and reports.
• Summarize key metrics and trends for data in your EDM implementation.
• Use the same reports or elements in multiple zones on a single dashboard.
• Visualize the same report data (for example) as both a bar chart and a pie chart.
• Share dashboards and access shared dashboards.
• Allow specified 'collaborators' to edit shared dashboards.
• Lock dashboards to prevent concurrent editing.
• Resize the browser window to see 'responsive' elements adapt accordingly.
• Allow dashboard elements to communicate via 'channels'.

Chart Export

• Save charts for sharing or inclusion in documents.
• Export as an image.
• Export in Scalable Vector Graphics (SVG) format.

EDM Groups

• New EDM Groups tab within Console Grouping and Security allows custom groups of EDM users to be created.
• Users can be added to EDM Groups from other EDM Groups or from Active Directory.
• Groups of users can be assigned permissions in a way that is less cumbersome than creating Active Directory groups for this purpose.

Favourites

• Add pages to your list of favourite pages via one click on the Page Toolbar.
• Access your list of favourite pages via a link in the Side Menu.

Doughnut KPI Chart

• New 'Doughnut KPI' UI element within the Key Performance Indicator category.
• Displays value as a percentage towards a target.

Client-Facing RESTful API

• Exposes core EDM functionality; specifically the EDM Data Generator Service.
• Includes an EDM Token Service for authorization via a JSON Web Token (JWT).

Page Layout for Workflows

• Layout for workflows now based on a fixed 24 column grid, with rows fixed at 30 pixel height.
• Database Upgrade Wizard converts workflows to the new layout.
• Row count for conversion defaults to 24, but can be changed.

Data Generators - HTML5

• Generator Inbox Grid UI element upgraded to HTML5.
• Powerful facilities for paging, sorting and filtering items.
• All editing options now consolidated into the "Enable Editing" link.
• Default paging set to 50 rows per page on upgrade.

New UI System

• Side Menu with links to pages, dashboards and favourites.
• Administration Toolbar with a link to the 'about' page and (in future) an administration section.
• Page Toolbar facilitating access to page-level functions such as editing, sharing and adding pages to favourites.

Published Elements

• Organise elements into categories, and tag with keywords.
• Provide a business-friendly name and description for end users.
• Set input / output mapping for components to communicate within the dashboard.
• Create an inventory of elements to be used when building dashboards.

Doughnut Charts

• HTML5-based.
• Same features as the pie chart.
• Easy to configure and migrate to the doughnut style.

Version Control

• Checked-out Components View now allows sorting by "Type", "Name", "Check Out To" or "Check Out Date".
• Version Control labels can now be chosen from a drop-down list on check-in. 
• Package Export Wizard now allows exporting of components for a specific label or multiple labels.

Data Porter 'BulkCopy' Default

• DPTransferSystem in CADIS_SYS.CO_DBPARM now specifies the default transfer method for all Data Porters.
• The default 'BulkCopy' database transfer method can be changed, and individual Data Porters can be overridden using the drop-down at each step.

Other Changes

• Visual and architectural changes to the look, feel and performance of the thin-client Web UI by introducing Angular 2 and streamlining CSS.
• Ability to hide or show location of environment, and new location of environment description.
  

For additional information about this release please see the EDM v17.1.103.0 (Beta) release note, and for the version documentation please see the EDM v17.1 version note.

Please contact your client manager if you are interested in upgrading to this release.

EDM Warehouse v9.0 Release Notification

May 11th 2017

IHS Markit is pleased to announce the v9.0 release of our Enterprise Data Management (EDM) Warehouse software, formerly known as VistaOne vData, which is now generally available. In version 9.0, EDM Warehouse is fully integrated with IHS Markit’s EDM platform.

The highlights of this release are:

New EDM Solutions

EDM Warehouse has been integrated with core EDM, through the development of a library of “reference” solutions that expose a variety of data sets or subject areas within EDM Warehouse including:

• Reference data loads for Accounts, Funds, Share Classes, Customer data and Domain Values
• Static data for Security Master details including prices, classifications and characteristics
• Investment Data for Positions, Transactions, Lots and Holdings
• Performance data for Fund and Share Class performance, Net Assets Values and Third Party data

New Data Catalogues

In the v9.0 release, EDM Warehouse has mapped its standard schema to the following data providers and systems:

• Morningstar Direct, which provides a series of monthly files covering category averages, peer universes, etc. for global funds and ETFs
• Blackrock Aladdin, a leading OMS and Portfolio Analytics platform sourcing Positions, Security Master, Analytics, and Performance Data Sets

Rebranding

The EDM Warehouse user interface has been modernised to bring it in line with HTML5 standards and to improve portability across browsers. Additionally, the application menus and navigation have been refactored to support more intuitive navigation and promote ease of use.

• New menu aligned to EDM standards
• Improved user exception management
• New icons, CSS, and colour changes

Enhanced Exception Management

Through its integration with core EDM, users of EDM Warehouse now have access to a library of configurable operational motors and exception dashboards so they can:

• Easily identify process failures including root cause or dependencies
• Track status and resolution path for exceptions in line with production SLA’s
• Monitor process from data sourcing through publication

Data Model Enhancements

Data model changes have been made to support the integrated EDM Data Load process and ensure compatibility with SQL2012 and SQL2014. Changes include:

• Data type changes from NCHAR to NVARCHAR to improve data storage
• Decimal precision has been extended to 15 positions
• Table additions for Account Summary data and a redesign of some of the Financial Entity tables to ease some of the referential restrictions

Installation and Deployment

• Single installation package, including deployment of the reference solutions with new or existing EDM instances

Other Changes

• EDM Warehouse supports SQL Server 2012 and SQL Server 2014, with the minimum required version being SQL Server 2012

For additional information about this release, please see the Markit EDM Warehouse v9.0 release note on our Confluence support site.

Please contact your client manager if you are interested in upgrading to this release.