Set Up the Final ESRS Set 1 Taxonomy in CDM

This article is to help you work with the final taxonomy as a proof-of-concept in CDM. It will cover:

• Activating the ESRS jurisdiction
• Populating the taxonomy cache
• Adding an ESRS XBRL project

By following the procedures, you will be able to create a CSRD report and tag data against the ESRS Set 1 Taxonomy in CDM.

Activate the ESRS Jurisdiction

By default, the ESRS jurisdiction is not enabled in CDM. So you first need to activate the corresponding configuration key.

1. Using Windows Explorer, navigate to the Config folder on the CDM Server. The default location is C:\inetpub\wwwroot\CertentCDM-Server\Config.
2. Open the CDMXBRL-SimplifiedTaggingJurisdictions.config file in the folder.
3. Set the jurisdiction key for ESRS to true.
   <simplifiedTaggingJurisdiction-configuration> <jurisdictions> <jurisdiction isActive="true">ESMA</jurisdiction> <jurisdiction isActive="true">ESRS</jurisdiction> <jurisdiction isActive="false">ISA</jurisdiction> </jurisdictions> </simplifiedTaggingJurisdiction-configuration>
4. Save the file.

Populate the Taxonomy Cache

Next, you need to populate the CDM Cache Manager with the ESRS Set 1 Taxonomy files.

1. Extract the ESRS-Set1-XBRL-taxonomy.zip file that you are provided.
2. In CDM, click the Home tab, then in the Navigation Pane, click Administration.
3. Under XBRL, double-click Cache Manager. The Cache Manager tab opens in the work area.
4. Click Home > Add > Folder.
5. In the Add Folder window, copy and paste https://xbrl.efrag.org/ in the Base URL field.
6. Click Add Folder, then browse to select the root folder with the taxonomy.

   

   

7. Click OK.

Create You First ESRS Project

1. In the Navigation Pane, go to Administration > XBRL and double-click XBRL Projects.
2. In the Add Project window, specify a name for the project.
3. Specify a description for the project if you want.
4. Select an existing report from the Report list.
5. In the Document Title field, enter the name you want assigned to your generated document. If you leave this field empty, CDM automatically assigns a default name to the document.
6. In the Jurisdiction Settings section, choose ESRS from the Jurisdiction Type drop-down list.

   

7. Specify the generation settings according to your requirements.
8. Click Next to go to the Project Configuration page.

   

9. Enter the preferred URL for the entity in the Company URL field and the company's prefix in the Short Name field. Both the company URL and prefix must not start with a number.
10. Select the reporting period from the Reporting Period dropdown list.
11. The taxonomy namespace is displayed in the Taxonomy Namespace field. The taxonomy namespace has a standard format (the date in the namespace must always be YYYYMMDD).
12. In the Project Languages section, the primary language for the taxonomy is selected and active languages are shown.
    • To add additional languages, click Add and select one or more languages from the list.
    • To change the primary language, select a language and click Set As Primary.
    • To remove a language, select the language and click Remove.
13. Click Finish.

Rev: 8/11/2025