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  1. Yesterday
  2. karl

    Card Payments

    Creditline + is really good, being able to process payment/allocate to OGI in one process is the main advantage to other solutions. In a previous life we even linked it to our phone system to fully cover PCI DSS compliance (client keyed in cc number so we did not have to pause record) - but that was fairy expensive to do at the time. You will get the odd blip when payment has gone through but not allocated to OGI but you will have access to an online portal to check payments received if get one which has supposedly failed.
  3. Last week
  4. Clare Carter

    Card Payments

    We currently use the Worldpay online card payment facility which is becoming more and more expensive. We are exploring other avenues available including Open GI's own offering (I believe Creditline Plus). Can anyone that is using the Open Gi offering please give us any feedback. Also anyone using an outsourced facility other than Worldpay, who do you use? Thanks :-)
  5. Clare Carter

    IDD/IPID

    Hi Marc I have tried following your guide with regards to getting the IPID to print duplex but it has not worked. I am not sure what I have done wrong. I have attached a screen print of the command I have used, would you be kind enough to take a look and give me more guidance please? Thanks IPID Printing.docx
  6. Marc Pons-Burt

    IDD/IPID

    Hi Clare Oh OGI, how funny are you guys... They have no idea what supports what. They've created what is basically an incredibly flexible system but because we can all do different things, they just go back to "not supposed to do that". In the defence of the Support team, they "support" the designed processes of the system, so if it's a useful "mistake" in coding, they'll not get involved. OpenPrintManager isn't designed to support anything really, it's just a glorified print queue. It'll do whatever Core (Brooms) or Windows tells it to. That's why proposal forms print off single sided normally along with printouts etc. In simple terms, OpenWord letters obey Windows rules and Brokerlink (prop's etc) obey OGI rules.
  7. Clare Carter

    IDD/IPID

    Thanks Marc, I will have a look at this. When I raised the query within Open Gi originally they just simply told me that 'Open Print manager does not support duplex printing of Open Word Documents' which seems very antiquated to me. Thanks for your support once again.
  8. Marc Pons-Burt

    IDD/IPID

    Hi Clare Not too sure why you would have a problem with OpenWord documents being in duplex? Normally, it's down to the actual default Printer settings themselves on your Windows Server or the individual client PC's. If the documents in OpenWord are supposed to be double sided, then OPM shouldn't stop it happening. Go to the "Printer Preferences" and set it for duplex long edge. However, if you choose "Quick Print" it sometimes decides to ignore everything! Always choose "Print" and specify the printer unless it's the default anyway. Let me know if you encounter any problems.
  9. Philr

    IDD/IPID

    Marc, You can't automate the printing of it though, can you ?? We do use OPM, its just that letters come from Tripos and IPIDs sit in OPM.
  10. Clare Carter

    IDD/IPID

    Thank you Marc, I think that's exactly what I need. We have duplex printing configuration set up on Open Gi for our printers so I now just need to go to the relevant Broker Amendment pages and put the duplex command in with the ,lp: On a separate note don't suppose you have any work around for printing Open Word documents via OPM in duplex? At the moment we have to open them up manually and then choose to print them 2 sided rather than just use the print functionality in OPM. Thanks once again, you've been a great help.
  11. Marc Pons-Burt

    IDD/IPID

    Hi Clare So, if I'm reading you right, you're; producing the IPID from the quote system and sending it to OpenPrintManager, via print code "cpq:" you're having to deal with that as 2 pages of single sided paper. You want to have those IPID's go duplex to utilise a single sheet of paper. If that's the problem, I do have a solution for you (and Phil, although I think he's still avoiding OPM and ODC!). We have 4 virtual printers setup on Open GI for each physical printer. These tend to follow A for Personal Lines, B for Admin, C for Commercial and so on. Within that, we have 1, 2, 3 and 4. Namely; Single sided portrait Duplex portrait (long edge) Single sided landscape Duplex landscape (short edge) So, it'll always defaulting to 1, so for example, it'll go to A1 as single sided, but the following print prompt; cpq:,lp:a2 gives a duplex IPID. You can also automate the printing itself but going to the following and saving the print prompt (you need the configuration first though). It'll put it into OPM or ODC in the client file you would expect it in. Brokerlink Control/Maintenance > Amend Broker Details > page 2 (it's at the bottom) Homewriter EDI > Broker Control Details > it's on the right near the top Bikewriter EDI > Amend Broker Details > it's at the bottom Truckwriter POS > Broker amendment > page 2, about halfway down If you need to arrange the printer configuration, then I'm afraid it's a call to OGI and it IS a chargable change to the system from an Engineer (but it can be done remotely). Apologies for the length of response but it is possible, just not easy!
  12. Philr

    IDD/IPID

    I am glad there is not just me sat rocking in a corner spitting venom !. I don't believe you can !: grrrrr It is going to cause us no end of extra work, plus you cannot automate the printing of it, for example if you produce a quote letter, you have to reply on the operator to "remember" to print it or e mail it. AAAAAAAAAAAAAAAAAAAAAAAAAGGGGGGGGGGGGGGGGGGGGGHHHHHHHHHHHHHHHHHHHHHHHHHHH
  13. Clare Carter

    IDD/IPID

    Please can anyone help. My understanding is that we can only print IPID documents using Open Print Manager (or Open Document Centre which we do not have). Please can anyone therefore tell me how they are getting round the option of duplex printing such documents without opening them all individually from the Open Print Manager menu and printing them individually. We print our personal lines renewal invitations, as I am sure others do, in batches, not individually. Thanks
  14. Earlier
  15. If this email doesn't look like it's displaying properly, view it here. OPEN GI USER GROUP AGM & MEMBERS' DAY The Annual General Meeting of the Open GI User Group will be held at the Hilton Reading Hotel, Drake Way, Reading, RG2 0GQ, on Wednesday, 10th October, 2018. The position of Chairman, Vice-Chairman, Secretary and Treasurer are up for re-election at the AGM, and nominations are now being received. Marc Pons-Burt (Chairman), Mark Searcy (Secretary) and Mark Sollis (Treasurer) are all willing to stand again and are available for re-election. Nominations for the posts of Chairman, Vice-Chairman, Secretary and Treasurer would therefore, be most welcome from all members of the User Group. User Group members should not be shy in putting other names forward. We would ask that you forward any nominations to the Open GI User Group office within the next 14 days by either post or email. Nominations must be received no later than Monday, 13th August, 2018. If any member wishes to raise an item under Any Other Business item similarly this should be communicated in writing to the Chairman at least 7 days prior to the AGM. Click here for Nomination Form. Yours sincerely, Marc Pons-Burt - National Chairman The views and opinions expressed in this email may not represent the views and opinions of the Open GI User Group and are made without prejudice and subject to contract. Although this message and any attachments are believed to be free of any virus or other defect that might affect any computer system into which it is received and opened, it is the responsibility of the recipient to ensure that it is virus free and no responsibility is accepted by the Open GI User Group for any loss or damage in any way arising from its use. The information contained in this message is correct at the time of going to press. Any action taken as a result of the information should be checked with the sender before taking action.
  16. Mark Sollis

    xStream

    Hi Emily - that's a great use for XStream and there are lots of posts here in the Forum covering a range of areas on XStream use Given where you are in the XStream process right now I'd suggest a couple of important steps ... 1 - Ask OGI support to confirm that the XStream service is still configured correctly and proven as working You can waste hours, days and weeks trying to connect to the service and still have issues because it's no longer set up correctly or your infrastructure has changed. Get them to test it and to prove it and make sure you have the access details as well (IP and Port numbers etc) 2 - Use a tool like SOAPUI This will allow you to test the processes outside of the web page and confirm the XStream service is working as expected Step 1 is a must Happy to assist further if I can! Mark www.OneFiftyPercent.com
  17. Emily Kennedy

    xStream

    I am building a new website for internal use, the main feature is to be a lead management system. I would like to use xStream to import client details from Open GI into the website, and to create prospects in Open GI directly from the website. The problem is that we purchased xStream many years ago to use with a website built for us by a third party, and nobody in our company has had any training on it. Generally, I think the online guides are excellent and I have always found them to contain enough information required to use any of the Open GI products. However, I've found them rather lacking in the case of xStream. There are example scripts to cover different scenarios for which you might use xStream, which I imagine will be very useful once I've established the link between OGI and our website, but I can''t find any information on how the XML data is actually transmitted between Open GI and a web application. If any xStream users can give me some pointers I'd really appreciate it. Thanks a lot, Emily
  18. GremlinIT

    Data Protection Act 2018

    Have you looked at competitors' websites to see what they state they will be doing about it?
  19. Mark Sollis

    Mobius and Cloud

    Great points made - and welcome to the Forum! I’ve done a few loops round many a boardroom table on the cloud vs local debate. As you rightly point out - you can have as much redundancy as you want in the Datacentre - but what about accessing it in the first place? As you mention, if you only have 1 firewall / switch / leased line / then there’s a point of failure inbuilt. Just because it’s “cloud” doesn’t mean to say it’s “Safe” And let’s just overlook the whole local and remote SLAs to go with any architecture. M OneFiftyPercent.com
  20. I do like that Azure is integrating Linux. The datacentre does sound amazing. However, my top concern is that OGI can not guarantee a connection between our offices and the datacentre. (Understandably not feasible). If you had iGels / dumb terminals that connected directly to the cloud and your firewall, switch or internet connection has a fault then you could end up being completely unable to do anything until it is resolved. Personally, I always want the most redundant solution; local servers synchronising with cloud.
  21. Philr

    APM Options - the list of 1,000 or more

    Its put there for stress purposes !, 😖🤣🤣
  22. "Option 72 APM Prospect Control" - what a load of b$@#>^&* Tell me you know someone who has used this - and why?
  23. Complete the poll above and let us know your initial thoughts on Mobius
  24. Mark Sollis

    Issue with Open Attach

    Hi Debra I've not come across any corruption issues before - so can't give any specific answers. This sort of thing may happen for lots of reasons - none of which easy to pin down:- security settings / version differences (OpenAttach / Scan software / PC Windows or Operating system Vs / Adobe / Java etc etc). You really need to be able to pin down when / for whom this happens - as I suspect it will be not across all machines all the time and get to the problem once you know where it is. Tricky indeed ... You don't mention "how" the PDF gets to OpenAttach - is it copied / dragged / Imported as all may have an impact. Also - would be good to know "when" it gets corrupted. That means everyone checking post allocation that you can read it - which is painful I know - but it may be corrupted BEFORE it even hits OpeanAttach - all part of the investigation process I'm afraid. OpenAttach has never been the fastest tool to retrieve documents - but should be usable. Areas to look at here are the file sizes being generated by your scan stations (any more than a few hundred k will be an issue and a waste of space. Secondly folder sizes and volume of documents. OA has to read the whole directory before displaying the list - and that can take time with a few hundred in a folder. Finally - it may just come down to the OA server set-up. (i) Are they stored on the OGI server or a dedicated Windows server (ii) if the latter - is it a DEDICATED server - or is it doing other things as well (iii) is the server physically located in your office - or remote? Intermittent problems are always hard to track down the root cause - but the speed may be more easily investigated as above If all else fails - it's back to OGI I'm afraid - they should spot the issues ...... eventually 🙊 Meanwhile - let me know any more info around the above and happy to help further if I can M
  25. I am wondering whether any other Open Attach users are experiencing problems when they retrieve scanned files that have been imported into Open Attach. We have had several instances where a PDF document has been retrieved from Open Attach only to find it won't open as it has become corrupt. Initially we reviewed our scanning and importing process, however, this is fine and documents stored in other locations do not seem to present a problem. In addition documents can become very unresponsive when accessing them via Open Attach and again I would be interested to find out whether other users are having similar experiences. Any feedback would be appreciated.
  26. Lisa

    Data Protection Act 2018

    Hi Mark, Thanks for your reply. Everyone must be busy reading hundreds of pages of legislation! We’re just finalising our procedures now. Good advice has been hard to find. Even the data privacy lawyers are reluctant. I have documented the phone call with the ICO so if we’re doing something wrong we can say they told us to (that was the compliance consultant’s advice). Thanks, Lisa
  27. Mark Sollis

    Data Protection Act 2018

    Hi Lisa - thanks for the question Looks like this has not gained much response !! Always a tricky area I'm no compliance advisor - so you will need to take better advice. However as a minimum (DPA or GDPR ) you have to prove you have a lawful basis - and that you have a process for those wishing to opt out - even if there are consequences given you are holding their Insurance And when you are no longer holding their (current) policy - then what? What is your documented process for removal of their data you no longer "need"? How can they access it? How can they port it elsewhere? Maybe someone can give a more lucid / generic answer from the coalface - but you really need to take good advice from a good source. Are you a network member and / or do you have a compliance point of reference (other than ICO)?
  28. Lisa

    Data Protection Act 2018

    Hi All, I'm a new member so I hope I have posted this in the right place.... I spoke to the ICO a couple of times yesterday to clarify a few points regarding consent for sensitive personal data. During our discussion, the ICO lady referred to the Data Protection Act 2018 published on 24th May, specifically Schedule 1 - Part 2 -paragraph 20 (p139). This refers to processing of sensitive personal data for insurance purposes, with the lawful basis being "substantial public interest". https://ico.org.uk/for-organisations/data-protection-act-2018/ I have interpreted this as we don't need consent and don't need to record anything for collecting health info and criminal offence data (there's another "insurance Extension" in Schedule 1, Part 3 (p146) referring to criminal offence data). Please correct me if I'm wrong. I'd love to know what you think! Btw- the page numbers are the document page numbers, not the pdf page numbers. Lisa
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