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Mark Sollis

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Mark Sollis last won the day on 18 November

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About Mark Sollis

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  • Birthday 04/01/1961

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    OneFiftyPercent.com

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  1. There will be issues whichever way - so you need to pick the right way for you at get it right first time. In short - and from experience on both sides - I'd say transfer now to your server, as separate branches. This may involve some logistics for connectivity (I don't know your set-up) but on the face of it - is better than running multiple servers and multiple business processes. You'll thank yourself in the long run Moving / migrating / transferring / consolidating to one branch - on the same server - is far, far easier to manage once the data is on one platform. T
  2. Sorry Sandra - Are you planning to merge the branches on THEIR system - or merge and migrate to your server? The first is as everyone has said above - the latter is potentially a whole new world of complexity - x 10!
  3. Hi Sandra Big question - and lots to consider. You haven't said, but I presume this is to do with an OGI to OGI transfer, with branches already on the same server? If so - and to help kick this off, top 5 tips below from me: Specification - Make sure you have a spec of what will - and what wont - be transferred Settings - Check that all your settings are the same. Many are branch independent and you really need to check all of these for future use. This includes source codes, exec codes, Database Reports, User Access authorities, Broker Record / Prospect record settings
  4. EXTENDED OFFER Even though "lock-down" has almost been confined to the history books, there's still lots of uncertainty across the UK Restrictions and limitations are impacting businesses every day and worse still, the uncertainty looks continue for a while yet Whether you need more knowledge or just better insight, at OneFiftyPercent we want to help as many Open GI brokers as we can If you want to re-boot your business or take away current system pains there is no better time than the "now" For help with any aspect of yo
  5. Hi Mar - and welcome to the Forum! I think the issue is that the error message will be best investigated by OGI. I've never seen that one - but maybe some other live users may be able to assist. Other than checking the document filename / length of filename for the template and / or the trigger document - it would be best to log with OGI Sorry I cant help - but sometimes its just a program error! - Oh - do check you are on the latest Vs of OpenSuite products - and especially ALL client software (each PC) is also upto date - that often causes random issues like this (an
  6. Public Service Announcement As an independent Consultant, I have over the last few weeks had calls from a number of brokers asking how they can operate best during the lock-down & how they can service customers more easily We all need to get through this together & one of the things I wanted to do in some way, was to help people across my networks - no strings attached So I'm launching an offer of a FREE phone call with REMOTE HELP covering any aspect of your OpenGI system and / or broker business functions. This also includes business related prod
  7. Great news - glad to hear some sense has been applied 🙂 I'll drop you a PM here as well - #thoughts
  8. Hi James - any updates on this - really interested to see what the outcome was And FYI for anyone in the same position - I've actually defined the solution that actually works 🙂 - happy days! 😷
  9. Adding new fields does not (should not!) require a bulk insert. If it's the case that anyone needs to, then a fix is required from Open GI imho. The whole premise for th£ upgrad£ to IC "PLUS" was to solv£ the n££d for bulk ins£rts when - tables (frames) were added, fields were changed or, new VT entries made (insurers etc) We all have to demand the best solution and get OGI / help OGI to fix what is broken - otherwise it will never change and we will all be running bulk inserts everyday for the rest our lives - which is what we did before ICPlus was launched. #petpeeves
  10. Wellllllllllllll I'm not sure #OpenGI "support" keyword changes - I suspect it's an oversight but can be useful for sure. Strange that the ICP table is OK but the view is failing - why does 'SELECT * FROM' need to know the column names Yep - sounds like a fault feature that needs to be resolved 🙂
  11. Hi all Anyone using Sanctions check in anger? Had an issue which I couldn't fully resolve or pinpoint where the list is often short of name data. On closer inspection the names are blank when the Forename is not completed (often the case on non-writer products) - and the report seems to "assume" that if there is no forename, then the BCM.Name is irrelevant / not used / not printed. I'm probably completely wrong - I suggested they raise with OGI - just wondered if this is a known factor across the user base? #askingforafriend
  12. Correct - but as @JamesStill says - there are issues if refresh/insert is not run at least weekly which is what he is having to do. The whole point of ICP was this is not a requirement So - I'm with you - that this is a "fault" if problems occur with replication of data - and should be reported to get fixed. Otherwise, its not doing what it's supposed to be doing . Meanwhile - James still need's a solution. Speak to the Account Manager - on both counts and shelve the £xx,000 estimates
  13. Agree - It should be noted however, that the ICP upgrade was promoted (sold?) on the basis the new features meant it wouldn't need a refresh when new tables / frames / insurers / execs were added - so would question any need in those circumstances tbf. Yes - once in a blue Monday moon to make sure all is in synch - but low level hiccups should be managed by the app and it's processes to "catch up" any missing changes As far as the views go, you are correct to maximise performance on SQL tables of a size - but this won't solve the transfer times described by @
  14. Thanks @JamesStill - all makes sense Thennnnnnnnnn thats a fault then isn't it?! If the current ICP solution provides a real time transactional reporting database - then it should operate and be performant. The whole campaign around (and upgrade cost of) ICP was so that bulk insert wasn't required and a data refresh was the exception not the rule. It's what everyone paid for on the upgrade. We need to help OGI get this right and get it fixed to do what it's supposed to do - no help to you right now though ... Your SQL code example in the OP takes u
  15. Hi James - hope you are well!! Great question and I'd be glad to offer some options / advice if I can ... First off - 1 - Why are you doing a data refresh? 2 - What is the "custom solution" (i.e. what is the proposed development that will be completed) and what is the cost? 3 - In any event, if you purged the associated Client Policy files prior to 2015 on the server - presume the log would be pruned too - obvs? #interestingtopic PS - nothing, Nothing, NOTHING, NOTHING in our world should take 12 hours to process a single file
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