Read Before Starting

Tabular is a powerful and full feature reporting tool developed to make the business of Solvency II reporting easier than it has ever been. It’s Excel-based design enables Tabular to be very easy and convenient to use from installation to daily report generation. However, this tool comes with guidelines and restrictions that all users of Tabular must follow.

Warning – Before you Start Tabular Read Fully

It is very important not to make any form of changes in any of Tabular’s system folders and files. If you do, the application will no longer be supported by Solvency II Solutions Ltd. and a complete re-installation will be required to continue using it without any issues.

Please follow the guidelines below to ensure that your Tabular reporting tool will run smoothly and our technical support coverage will not be voided:

1) Never change a file saved in the ProgramData folder.

2) Never move a file from the ProgramData folder.

3) Avoid moving a return or Tabular from its default location as much as possible to avoid the risk of affecting the integrity and usability of the application. But if it is unavoidable, we highly recommend that somebody with relevant IT skills and experience will perform this activity. A single missing system folder or file will render your copy of Tabular unusable, so all required files must be copied to the new location. You must ensure that:

• you have write access to the new location
• your virus scanner does not block any files in the Tabular folder
• the files are not copied as read only
• the files are copied to either a local location or network location that is fast enough to support Tabular usage (data transfer speeds of at least 1 Mbps are generally acceptable for most users)

4) Always start Tabular by navigating to a return xlsm file in your installation location, alternatively navigate to Tabular.xlsm to create a new return.

5) Tabular R2.2.1.0 supports opening multiple returns at the sametime, along with any other Excel file on the same PC.

6) Always archive / backup test / old returns and old Tabular installation folders to avoid confusion in the future. These old folders will not be compatible with new versions of Tabular, unless you specifically upgrade the old returns. Please contact Tabular Support for assistance on how to do this.

7) Keep your files and folders clearly structured and well organised at all times.