EDM Warehouse v19.1 Release Notification

IHS Markit is pleased to announce the v19.1.0.64 release of our Enterprise Data Management Warehouse (EDM Warehouse) software which is now generally available. 

The highlights of this release are:

New Inquiry Templates

The following new features and enhancements are available in EDM Warehouse from this release:

• Position Look Through Summary: Allows users to find segment exposures for fund of funds/manager of managers using look through data. The template presents data in a tree list grid and tree map chart. Standard features are PDF & Excel download, ability to edit and drill down, as well as disclosure integration. The standard inquiry number is 3210.
• Position Look Through Detail: Redesigned fund or position look through for funds that hold other funds, providing complete analytical and exposure reporting to the lowest level. The legacy template for Fund Look Through is no longer operable. The standard inquiry number is 3200.
• Comparative Period Analysis - Period: Allows users to select time periods for display.  For example, compare only month end data for the past 4 months.  Time periods display in vertical format. The standard inquiry number is 2799.
• Multi Period Position List:  New inquiry based on existing Position List.  Users can select a period or date range in conjunction with a date type (quarter-end, daily).  For example, retrieve position list data for each month end for the past four months.  A date column has been added to the results set. 
• Growth of 10K Inquiry: Displays the growth of $10,000 of a fund using different time intervals and calculation types, as selected by the user. The standard inquiry number is 3201.

Enhancements to Existing Inquiry Templates

• Fund Performance Inquiry: The Share Class Selection, Performance Calculation Type and Performance Source components now allow the selection of multiple items. Previously, users could only select one or all items.
• Net Asset Value: The Share Class Selection component now allows the selection of multiple share classes. Previously, users could only select one or all classes.

User Interface Enhancements

• New Chart Types
  • New Tree Map chart allows visualizing hierarchical segment exposure reports, e.g. Position summary by Asset and Sub-Asset Class.
  • Line Chart - Support added for Growth of 10K inquiry template. Line chart support will be extended to valid inquiry templates in future releases.
• Drill Down Navigation Enhancements
  • New navigation - Drill down data appears on the same page reducing the amount of time users need to move from one segment to another.
  • Drill down allowed from all levels of segment summary hierarchy. In earlier versions, users could drill down only from the lowest level of segment summary hierarchy. For example, Position Summary by Asset and Sub-Asset Class did not allow users to drill down on asset. Users could drill down only for combination of Asset and Sub-Asset Class. 
• New Grid Features
  • Tree list grid replaces existing grid for Summary inquiries.
  • In-grid sorting replaces edit-sort feature in List and Summary Inquiry templates.
  • In-grid filter replaces edit-filter feature in List Inquiry templates.
  • In-grid filter replaces edit-group filter feature in Summary Inquiry templates.
  • In-grid column resizing replaces edit-format-width input in List and Summary templates.
  • Ability to hide and unhide columns from the grid without the need to navigate to Edit>Format>Hide Display. Sort and filter criteria are the same for hidden columns.
• Edit Feature Enhancements
  • Integration of Select and Format tabs improves user experience.
  • New field information includes Table name, Database Column name, and Original Field Business name.
  • New inquiry information includes Entity name and Entity number.
  • Summary Inquiries now have separate tabs for grouping and totaling lists. Search functionality has also been added to available and selected totaling field lists.
  • Classification set selection can now be locked by administrators.
• Other Changes
  
  • Drop-downs with search support.
  • Excel Downloads - Comma Separated Value file downloads have been replaced by Excel downloads. Excel downloads support charting and disclosure integration, as well as scheduling.
  • Configure Account Selection Search Parameters - Administrators can define the fields by which accounts can be searched. In previous versions, account search was limited to Account Id and Account Name. In addition, all authorized accounts display in the account selection drop-down. The 'List All' feature has been decommissioned.
  • Configure Fund Selection Search Parameters - Administrators can define the fields by which funds can be searched. In previous versions, fund search was limited to Fund Id and Fund Name. In addition, all authorized funds display in the fund selection drop-down. The 'List all' feature has been decommissioned.
  • The number of Allowable Special Characters in header names has been increased. 

Data Model Enhancements

• New data fields in Inquiry Content and Inquiry Type provide more flexible configuration on Fund Look Through templates.

Platform Certification

• Microsoft Windows Server 2016
• SQL Server 2016 Enterprise Edition
• Crystal Run time Release 13_0_23 (64 Bit)
• Certified browsers 
  • Chrome: version 75.0.3770.100
  • IE 11 with compatibility mode off
• Certified with EDM v18.2.12.1 and v19.1.19.53
• Microsoft Internet Information Services (IIS 10)
• Microsoft .Net Framework 4.7.2

For additional information about this release, please see the EDM Warehouse v19.1.0.64 release note.

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

EDM v17.1.141.1 is now available

EDM v17.1.141.1 is now available.

The fixes in this release affect the Data Generator component.

For a complete list of the resolved issues, please refer to the release notes.

EDM v18.1.37.187 is now available

EDM v18.1.37.187 is now available.

The fixes in this release affect the Data Generator and Database Upgrade Wizard component.

For a complete list of the resolved issues, please refer to the release notes.

EDM v19.1 Release Notification

IHS Markit is pleased to announce the v19.1 release of our Enterprise Data Management (EDM) software which is now generally available.

The highlights of this release are:

Import/Export Configuration

• Ability to export the EDM configuration and integrate it with any preferred third-party version control provider to create branches and resolve conflicts during merges.
• Configuration can be imported back into EDM, allowing users to easily promote code or work across multiple branches of EDM.
• To enable merging, XML definition files produced by EDM have been simplified and the hash validation removed, allowing for modification outside of EDM.
• Import/export can be done either via the command line or via a new Import Export Configuration wizard which guides the user through the process.

 For more details, read the Import/Export Configuration guide.

Add Attribute Wizard

• Add Attribute Wizard has been completely redesigned and enhanced to make the process of adding attributes much quicker and simpler. 
• New wizard allows EDM users to add attributes to any group of tables within the EDM database, either from a Data Constructor (current method) or from tables manually selected by the user.
• All component dependencies are followed, and rules and validation tests can be cloned for the new attributes.
• SQL statements that include the adjusted tables can be viewed and customized where needed.
• Ability to skip or correct component configuration to ensure successful completion.
• Minimal manual configuration post completion and ability to roll back and fix issues if necessary. 

 For more details, read the Add Attribute Wizard user guide.

Map UI Element

• New Map UI element allows users to display a map in the EDM web UI, overlaid with user-defined points and features.
• Configurable in the EDM thick client, feeding data from any database tables, as well as GeoJSON files.
• Map elements can be placed into pages and workflows for web UI display, and then exported as image files from the web UI.
• Data points display individually and in clusters, as well as within selected objects on the map.
• Complements the Blue Marble coordinate conversion work allowing users to see the spatial relationships of data stored within EDM.

 For more details, read the Map UI Element user guide.

Core Matcher

• Default condition of match attributes displays in the Match Conditions tab of the Core Matcher thick-client configuration, as well as in the Show Match Conditions tab of the Configuration UI element.
• The match, core record and results details grids in the Core Matcher web UI can be exported to Excel.
• Ability to show/hide, reorder, sort, filter and lock/unlock columns in the Source and Core Record History Detail modals.
• New Bulk Realign tool in the Match Results Details, Core Record Details and Results Details grids allows users to realign source records to core records in bulk.
• Improvements to internal memory management reduce the chance of out-of-memory exceptions, and optimized scoring processing leads to shorter execution times.

 For more details, read the Core Matcher user guide.

Page Designer

• Visual improvements to the page designer in the EDM thick client provide a more intuitive user experience:
  • New horizontal and vertical grid lines in a different color
  • Horizontal and vertical page ruler
  • Tooltip displaying an element's dimensions and updating when the element is resized.

 For more details, read the UI Page user guide.

Data Generator

• New Clear Filters option in the web UI Data Generator Inbox grid toolbar. 
• Ability to apply filters to a web UI Data Generator Inbox and display value distribution results based on the filtered data set.
• Position of adding new rows to the Data Generator Inbox has been updated to now appear at the bottom of the grid.

 For more details, read the Data Generator user guide.

Workflow Debug Modal

• Workflow Debug modal in the web UI has been updated to also show any variables in use that are held within nested workflow elements. Previously, only variables of the parent workflow were shown.

Dynamic Element

• When creating a new dynamic element in the EDM thick client and adding underlying elements or pages that contain multiple elements, the parameters that have been enabled on the underlying child elements are automatically enabled in the parent dynamic element.

Table Builder/Designer

• Table Builder and Table Designer have been redesigned to allow users to quickly add new rows without prompting the New Field Specification dialog, as well as add rows in bulk.
• Tables and data are no longer deleted from the database in case of errors during promotion of changes to Table Builders.

Data Flow Sequence

• One or more steps in a Data Flow Sequence can now be disabled via a new Disable Step option, allowing the Data Flow to bypass them at run time.

Verify and Create Wizard

• Verify and Create Wizard notifications have been updated so users are prompted to manually save changes to any open processes before the wizard starts running and automatically closes all open components. 

Other Changes

• Data Porter and Data Flow components can read from and write to an Oracle table that contains a Geometry spatial data type. 
• Expanded segments in a pie/doughnut chart can be closed and the associated output parameters automatically cleared.
• Data type selection list now displays in alphabetical order.
• Any HTML/data templates added to the EDM Document Object Model (DOM) tree will be removed when switching to another workflow or logging out from EDM to ensure performance is not degraded in time.

Deprecations

• Old binary code has been removed from EDM, so any clients on a EDM version earlier than v7.5 will not be able to upgrade directly to v19.1, but will have to upgrade to an earlier version first. 
• The parameter to enable legacy grids has been removed in EDM v19.1, so all customers on v19.1 will need to use the HTML5 grids.
• From v19.1 onwards, EDM users attempting to log into the EDM web UI via Internet Explorer 11 will be prompted to use an alternative web browser.
• With the introduction of the Import/Export Configuration capability in EDM v19.1, all integrated Version Control options apart from Database are now deprecated. These include: File System, Source Safe 2005, Subversion 1.7 and 1.8, Team Foundation Server 2010, 2013 and 2015.

For additional information about this release, please see the EDM v19.1.19.53 release notes and the EDM v19.1 version note.

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

EDM v18.2.21.31 is now available

EDM v18.2.21.31 is now available.

The issues resolved in this release affect the following components:

• Core Matcher
• UI Workflow
• UI Element
• Rule Builder
• Solutions

For a complete list of the resolved issues, please refer to the release notes.

EDM v19.1 (Beta) Release Notification

IHS Markit is pleased to announce the v19.1 (Beta) release of our Enterprise Data Management (EDM) software.

The highlights of this release are:

Import/Export Configuration

• Ability to export the EDM configuration and integrate it with any preferred third party version control provider to create branches and resolve conflicts during merges.
• A new 'AllConfiguration' parameter in the CADISImportExport.exe command line utility allows EDM users to export the configuration to, or import the configuration from a designated file path.
• Configuration can be imported back into EDM, allowing users to easily promote code or work across multiple branches of EDM.

Add Attribute Wizard

• New more user-friendly Add Attribute Wizard is replacing the current Add Master Attribute Wizard. The new wizard will allow EDM users to add or remove attributes to and from EDM database tables, either from a Data Constructor (current method) or a list of tables as a starting point.
• Minimal manual configuration post completion and ability to roll back and fix issues if necessary.
• The new wizard will be fully available for the EDM 19.1 General Availability release.

Map UI Element

• New Map UI element configurable in the EDM thick client, feeding data from any database tables, as well as GeoJSON files.
• Map elements can be placed into pages and workflows for web UI display, and then exported as image files from the web UI.
• Ability to display data points individually and in clusters, as well as within selected objects on the map.
• Complements the coordinate conversion work allowing users to see the spatial relationships of data stored within EDM.

Core Matcher

• Default condition of match attributes displays in the Match Conditions tab of the Core Matcher thick-client configuration, as well as in the Show Match Conditions tab of the Configuration UI element.
• The match, core record and results details grids in the Core Matcher web UI can be exported to Excel.
• Ability to show/hide, reorder, sort, filter and lock/unlock columns in the Source and Core Record History Detail modals. Additionally, the column width is automatically updated based on the user's screen resolution and rows can be copied into Excel.
• New Bulk Realign tool in the Match Results Details, Core Record Details and Results Details grids allowing users to realign source records to core records in bulk.

Page Designer

Visual improvements to the page designer in the EDM thick client to provide a more intuitive user experience:

• New horizontal and vertical grid lines in a different color
• Horizontal and vertical page ruler
• Tooltip displaying an element's dimensions and updating when the element is resized.

Data Generator

• New Clear Filters option in the web UI Data Generator Inbox grid toolbar.
• Ability to apply filters to a web UI Data Generator Inbox and display value distribution results based on the filtered data set.
• Position of adding new rows to the Data Generator Inbox has been updated to now appear at the bottom of the grid.

Workflow Debug Modal

• Workflow Debug modal in the web UI has been updated to also show any variables in use that are held within nested workflow elements. Previously, only variables of the parent workflow were shown.

Dynamic Element

• When creating a new dynamic element in EDM thick client and adding underlying elements or pages that contain multiple elements, the parameters that have been enabled on the underlying child elements are automatically enabled in the parent dynamic element.

Table Builder/Designer

• Table Builder and Table Designer have been redesigned to allow users to quickly add new rows without prompting the New Field Specification dialog, as well as add rows in bulk.

Data Flow Sequence

• One or more steps in a Data Flow Sequence can now be disabled via a new Disable Step option, allowing the Data Flow to bypass them at run time.

Verify and Create Wizard Improvements

• Verify and Create Wizard notifications have been updated so users are prompted to manually save changes to any open processes before the wizard starts running and automatically closes all open components.

Other Changes

• Data Porter and Data Flow components can read from and write to an Oracle table that contains a Geometry spatial data type.
• Expanded segments in a pie/doughnut chart can be closed and the associated output parameters automatically cleared.
• Data type selection list now displays in alphabetical order.
• Any HTML/data templates added to the EDM Document Object Model (DOM) tree will be removed when switching to another workflow or logging out from EDM to ensure performance is not degraded in time.
• Old binary code has been removed from EDM, so any clients on a EDM version earlier than v7.5 will not be able to upgrade directly to v19.1, but will have to upgrade to an earlier version first.
• Legacy canvas grids are no longer supported from EDM v19.1 onwards.

For additional information about this release, please see the EDM v19.1.19.17 Beta release notes and the EDM v19.1 version note.

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

EDM Warehouse v18.2 Release Notification

IHS Markit is pleased to announce the v18.2 release of our Enterprise Data Management Warehouse (EDM Warehouse) software which is now generally available. 

The highlights of this release are:

Dashboards

The following new features and enhancements are available in EDM Warehouse Dashboards from this release:

• User-Defined Dashboards: You can now create customized dashboards to meet your daily business needs. You can access the data that you need and view it either in grid or chart format.
• Data Drill Down: Dashboards present a view of data that is a point-in-time snapshot. You can drill down from a grid or chart summary overview to a more detailed view of the data. 
• Responsive Design: A new palette supports independent sizing and placement of underlying components. Dashboards can also be deployed across a wide range of devices. 
• Easy to Create: Simplified way of adding widgets to dashboards.
• Modern Grids and Charts: Kendo UI integration in EDM Warehouse Dashboards brings features such as Grid Sort, Grid Expand and Column Summaries.
• Cross Platform UI Design Integration: From this release, EDM and EDM Warehouse follow the same UI design for dashboards.
• Template Integration: EDM Warehouse Dashboards are now compatible with Position and Transaction Summary templates. 

Charts

Kendo UI integration with EDM Warehouse brings a fresh look to the v18.2 release:

• New Chart Type: Donut
• Chart Resizing: Users can now resize the charts based on the size of the data to get a better view. 
• Pie Charts: You can plot pie charts based on absolute values, so negative components are included in the analysis.
• Data Drill Down: You can drill down from the charts summary overview to a more detailed view of the data.
• Feature and Template Integration: Integrated with PDF Downloads, EDM Warehouse Scheduler, as well as with Position and Transaction Summary templates. 
• Other Features: Tool tips, hide/un-hide series values using legends.

Data Model Enhancements

• Four new fields have been added to the Fund Share Class Performance Table (Gp_Fund_ShareClass_PerfDg)
• A user-defined text field has been added to the Customer Table (Cust)
• The field length has been increased for description fields in the Transaction Table (Tranevent_Dg)
• A new transfer method for processing and loading Instrument Index Constituents Statistics (Iss_Indx_Cnstnt_Stats) has been added.

Platform Certification

• Certified with Microsoft Windows Server 2016
• Certified with SQL Server 2014 and 2016 Enterprise Edition
• Certified with Crystal Run time Release 13_0_23 (64 Bit)
• Certified browsers 
  • Chrome: version 71.0.3578.98
  • IE 11 with compatibility mode off
• Certified with EDM v18.2.12.1 and v18.1.29.4
• IIS 10
• Microsoft .Net Framework 4.7.2

Integration

• Single Sign On with Active Directory Federation Services (ADFS) or Cloud authentication providers such as OKTA.

For additional information about this release, please see the EDM Warehouse v18.2.0.98 release note.

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