EDM Training Courses – Q4 Calendar

We are pleased announce our Q4 training schedule for both the EDM and EDM Warehouse platforms:

LONDON

Markit EDM Introduction: September 10th – 11th
Markit EDM User Interface: September 12th – 13th
Markit EDM v11.5 to v18.1 Gap: September 14th

Markit EDM Introduction: October 15th – 16th
Markit EDM Advanced: October 17th – 19th

Markit EDM Warehouse Introduction: November 5th – 6th

Markit EDM Advanced UI: November 7th – 8th

Markit EDM Introduction: November 12th – 13th
Markit EDM User Interface: November 14th – 15th
Markit EDM v11.5 to v18.1 Gap: November 16th

AMSTERDAM

Markit EDM User Interface: September 17th – 18th
Markit EDM Advanced: September 19th – 21st

BANGALORE

Markit EDM Introduction: October 15th – 16th
Markit EDM Advanced: October 17th – 19th

BOSTON

Markit EDM Introduction: September 24th – 25th
Markit EDM User Interface: September 26th – 27th
Markit EDM v11.5 to v18.1 Gap: September 28th

Markit EDM Introduction: November 5th – 6th
Markit EDM Advanced: November 7th – 9th

NEW YORK

Markit EDM Warehouse Introduction: October 8th – 9th

Markit EDM Introduction: October 22nd – 23rd
Markit EDM User Interface: October 24th – 25th
Markit EDM v11.5 to v18.1 Gap: October 26th

For a full schedule please visit our website at https://ihsmarkit.com/products/edm.html.

If you wish to make an enquiry on availability or to book a place on any of the courses listed above, please contact MEDM-Training@ihsmarkit.com.

New EDM Help Articles available in Confluence

IHS Markit EDM is pleased to provide new Help Articles via our Confluence Knowledgebase Service

·      To assist with the identification of potential root causes of user interface performance issues in an implementation, please review the Checklist available at UI Performance Checklist

·      To test that the EDM Rest API Service should be working correctly please review the recommendations available at Testing the EDM Rest API

IHS Markit EDM will be posting further Help Articles in the future which will be available via our Help Articles page 

EDM Warehouse 18.1 Release Notification

10 July 2018

IHS Markit is pleased to announce the v18.1 release of our Enterprise Data Management Warehouse (EDM Warehouse) software which is now generally available.

The highlights of this release are:

Disclosures

A self-service tool to manage disclosures. Fully integrated with EDM Warehouse Reporting Platform.

• Disclosures presentation on EDM Warehouse UI Web and PDF.
• Define disclosure content formatting such as bullets, alignment, insert hyperlink etc. for presentation.
• Define rules to control what, where and when to display disclosures. 
• Create rules to display disclosure based on inquiries, accounts, fund or fund share classes.
• Control the period for which disclosure should appear on the inquiries.
• Group disclosures for logical presentation on Web and PDF.
• Custom inquiries can be configured to inherit disclosure rules from parent inquiries.
• Save in-progress disclosure work in draft mode. 
• Approve disclosures before publishing on EDM Warehouse UI.   
• View full detail of all changes submitted by the maker. 
• See previous and new values before taking action. 
• Robust in-build UI validation (mandatory fields, start and end compare checks etc.) to aid users in better disclosure management.

User Interface Updates

Updated Inquiry Templates

Extended Security Classification Position List 

• The template is enabled for navigation to other inquiries (transactions, holdings, lots etc.).
• The template allows users to view positions for which analytics are not available in Accumulated Instrument Characteristics table (ACCUM_ISS_CHAR_HIST).

Data Model Enhancements

New Tables 
 

• New Module - Introduced to store disclosure and disclosure rule information. All content management tables are prefixed with CM.
• Content Master Content Group (CM_CONTENT_GROUP)
• Content Master Content Information (CM_CONTENT_INFO)
• Content Master Content Type (CM_CONTENT_TYPE)
• Content Master (Master) (CM_MASTER)
• Content Master Content State (CM_CONTENT_STATE)
• Content Master Content Rule Type (CM_CONTENT_RULE_TYPE)
• Content Master Rule Type Search Columns (CM_RULE_TYPE_SEARCH_COLUMNS)
• Instrument Index Constituents Characteristics (ISS_INDX_CNSTNT_CHAR).

Unique Key Updates 

• Unique Key Update - Instrument Event History (ISS_EVNT_HIST) table allows storage of corporate events by event type. 

Column Additions and Updates

• 4 Industry Standard Fields added to Instrument Characteristics (ACCUM_ISSUE_CHAR_HISTORY).
• Data Type Change from float to decimal for all tables used in EDM Loaders. 
• Standard and User Defined fields added to Benchmark (GP_BNCHMRK), Index (GP_INDEX) and Instrument Index Constituents (ISS_INDX_CNSTNT).

Platform Certification

• Certified with Window Server 2016
• Certified with SQL Server 2016 - Enterprise 
• Certified with IIS 10
• Certified browsers 
• Chrome version: 67.0.3396.87 
• IE 11 with compatibility mode off.
• Microsoft Edge.  
• Certified with EDM - v18.1.29.4

Decommissioned Components

Post-EDM-EDM Warehouse integration, the following EDM Warehouse components are decommissioned.

• EDM Warehouse Recon Module 
• Developer Tools 
• Operation Explorer 

Structured Logging (API Services)

• New logging functionality added for API services used in Disclosures and Account Group Management.
• Logging moved from file-based storage to DB storage to allow for ease of query and analysis of data. 

New table added - DBO.GLOBALLOG

For additional information about this release please see the EDM Warehouse v18.1.0.94 release note.

IHS Markit EDM Client Survey - 2018

IHS Markit EDM is committed to providing the highest quality of service and support to our clients and their businesses and to ensure continuous improvement, we would appreciate your participation in our latest client survey.  

The on-line survey will be available until 31st July 2018 via this link and should take approximately 8 - 10 minutes to complete.

IHS Markit EDM will use the information gathered to compare feedback from our previous Client Surveys to identify where we have seen improvement and where we need focus in the future.  We will be sharing the results of this survey at our upcoming Client Advisory Groups.

Thank you for your participation.

EDM 18.1 Release Notification

IHS Markit is pleased to announce the v18.1 release of our Enterprise Data Management (EDM) software which is now generally available. 

The highlights of this release are:

Data Manager - HTML5

• Data Manager Inbox Grid UI element upgraded to HTML5.
• All toolbar options now consolidated into the "Enable Editing" link.
• Legacy Data Manager Inbox can be enabled via a database configuration.

Web Admin - Users and Groups

• Ability to manage Users and Groups via the web admin console.
• Restricted to users that belong to the Web Administrator user group.

Chart Enhancements

• Inverted Y-Axis option has been added to chart configuration. The option inverts the Y-Axis to display positive values down the Y-Axis.
• Ability to sort stacked bar chart by total series value.
• Ability to display total series value within the doughnut chart.

Gauge KPI

• Improved HTML5 rendering of the Gauge KPI UI element. 
• No additional configuration required on upgrade.
• Improves the legacy Gauge component with additional features: two styles (half or full), label positioning (inside or outside), and export-to-image.

Number KPI

• A new Number KPI UI element within the Key Performance Indicator category.
• Simple intuitive display of information to highlight important information (e.g. Exceptions).

Combo KPI

• New Combo KPI UI element within the Key Performance Indicator category.
• Allows users to add 2-3 KPIs in a single element.
• Based on the Number KPI element, with additional visualisation settings for Number KPI, Sparklines, Gauge, and Doughnut.

Alternative Data - Spatial

• EDM now supports SQL Server data types Geometry and Geography.

Form Improvements

• Support for new features such as adding new records, controlling label positioning, and hiding field groups.
• Reworked toolbar for Data Generator Form View and Data Manager Form View.

Workflow Debug Window

• HTML5 grid rendering to improve performance compared with legacy grids.
• Improved usability as users can now interact with the workflow and dynamically see debug window updates.
• Ability to search and filter on workflow variables.

Favorites Element

• Redesigns the existing element which allows users to organise and display links to other workflows.

Last Constructed Redesign

• Redesigns the existing feature which shows the business logic used to derive the value for the selected row / column.

Core Matcher - Record Specific View

• A new element has been added to display core matcher details for a specific match.

Message Queues

• Support for Apache Kafka and Amazon SQS has been added to EDM.

Other Changes

• Colour Selections within existing thick client components have been linked to the CADIS.CO_COLOUR table and are available for use.
• Data Generator '"Edit Item Vertically" form has been updated to HTML5.
• Data Generator "Edit Item Vertically" form now only shows editable fields when performing a multi-record update.
• Value distribution modal has been enhanced.
• IHS Markit brand has been applied to the web UI.

Known Issues

• In some scenarios, deleting an entry from the Illustrator Template may cause an error in the EDM thick client.

For additional information about this release, please see the EDM v18.1.29.4 release note, and for the version documentation please see the EDM v18.1 version note.

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

EDM v18.1 (Beta) Release Notification

April 30^th 2018

IHS Markit is pleased to announce the v18.1 (Beta) release of our Enterprise Data Management (EDM) software. The highlights of this release are as follows:

Data Manager - HTML5

• Data Manager Inbox Grid UI element upgraded to HTML5.
• All toolbar options now consolidated into the "Enable Editing" link.
• Legacy Data Manager Inbox can be enabled via a database configuration.
• Further improvements are planned during the beta phase and will be added in future releases of 18.1.

Web Admin - Users & Groups

• Ability to manage Users & Groups via the web admin console.
• Restricted to users that belong to Web Administrator user group.

Chart Enhancements

• Inverted Y-Axis option has been added to chart configuration. The option inverts the Y-Axis to display positive values down the Y-Axis.
• Ability to sort stacked bar chart by total series value.
• Ability to display total series value within the doughnut chart.

Gauge KPI

• Improved HTML5 rendering of "Gauge" UI element. 
• No additional configuration required on upgrade.
• Improves the legacy Gauge component with additional features: two styles (half or full), label positioning (inside or outside), and export-to-image.

Number KPI

• A new "Number KPI" UI element within the Key Performance Indicator category.
• Simple intuitive display of information to highlight important information (e.g. Exceptions).

Combo KPI

• New "Combo KPI" UI element within the Key Performance Indicator category.
• Allows users to add 2-3 KPIs in a single element.
• Based on the Number KPI element, with additional visualization settings for Number KPI, Sparklines, Gauge, and Doughnut.

Spatial Data

• EDM now supports SQL Server data types Geometry and Geography.

Form Improvements

• Support for new features such as adding new records, controlling label positioning, and hiding field groups.
• Reworked toolbar for Data Generator Form View and Data Manager Form View.

Workflow Debug Window

• HTML5 grid rendering to improve performance compared with legacy grids.
• Start-up performance is improved by significantly reducing the app bundle size because legacy grids are lazy-loaded.
• Improved usability user can now interact with workflow and dynamically see the debug window update.
• Ability to search and filter workflow variables.

Favorites Element

• Redesigns the existing element which allows users to organize and display links to other workflows.

Last Constructed Redesign

• Redesigns the existing feature which shows the business logic used to derive the value for the selected row / column.

Core Matcher - Record Specific View

• A new element has been added to display core matcher details for a specific match.

Message Queues

• Support for Apache Kafka has been added to the thick client.
• Support for Amazon SQS has been added to the thick client.

For additional information about this release please see the EDM v18.1.125.1 Beta release notes

Please contact your client manager if you are interested in participating in the EDM 18.1 Beta release.

Changes to the Bloomberg Per Security Web Service

On June 2, 2018, Bloomberg will no longer support TLS1.1 and will only support TLS1.2 connection for their products - Bloomberg CANS (Corporate Action Notification Service) Per Security, Data License.

Consequently the EDM's Data Porter plug-in: Bloomberg Per-Security Web Service Plug-in will not be able to connect to the Bloomberg endpoint for Plug-ins of EDM versions 10.5 and lower.

EDM version 11.0 and above uses the 4.6.1 .NET framework as noted in our Compatibility page in EDM Confluence.  The plug-in for these versions will be able to connect with TLS1.2 protocol as .NET 4.6 and later is compatible with TLS 1.2 by default.

The Markit EDM team is enhancing this plug-in to ensure successful connection to the TLS1.2 supported Bloomberg endpoint that takes effect on June 02, 2018 for EDM versions of 10.5 and below that use an older .NET framework version.

Additionally, the Markit EDM team is introducing a parameter to change the Bloomberg webservice URL for all EDM versions of the plug-in. The default webservice URL will be the true Bloomberg endpoint - https://dlws.bloomberg.com/dlps. This plug-in parameter can be changed so clients can test with Bloomberg's UAT environment (e.g. https://dlws-uat.bloomberg.com/dlps). This enhancement can be used for testing with Bloomberg's UAT environment should there be future changes from Bloomberg.

If you do not use the Markit Bloomberg Per-Security Web Service Plugin, no further action is needed.  However, if you do use the plugin then please contact the Markit EDM Support team as soon as possible confirming which version(s) of EDM are affected and we will provide you with the updated plugin