Funasset Limited Foundry House Foundry Road Taunton Somerset TA1 1JJ. Tel: +44 (0) Fax: +44 (0) mailmarkup.com funasset.

Transcription

1

2 Funasset Limited Foundry House Foundry Road Taunton Somerset TA1 1JJ Tel: +44 (0) Fax: +44 (0) mailmarkup.com funasset.com Copyright 2012 Funasset Limited. All rights reserved. Products and trademarks of other companies are acknowledged. Last Updated: 20/08/12

3 Foreword In this section the following information is included: About this User Guide and Help Terminology Sub Headings MAIL MARKUP PRO III

4 FOREWORD About this User Guide and Help The Mail Markup Pro user guide and Help provide detailed instruction about how to operate Mail Markup Pro. All actions described refer to actions performed in the Mail Markup Pro interface. Actions referring to the Mail Markup Pro service and the Mail Markup Pro command line are labelled as such. The user guide and Help assume you have knowledge of the application you intend to use to prepare the PDF documents you will use with Mail Markup Pro, together with your computer s operating system and conventions, including how to use a mouse. IV MAIL MARKUP PRO

5 FOREWORD Terminology The table below provides details about the terminology used throughout the Mail Markup Pro user guide and Help. Term Click / Left-click Double-click Mail piece Description Press the primary (normally left-hand) mouse button. Quickly press the primary mouse button twice. A single item of mail that will be posted to a recipient. Examples include letters, invoices, statements, postcards and mailshots. MAIL MARKUP PRO V

6 FOREWORD Sub Headings The following headings are used to indicate cautions, examples, notes and where further information about a topic can be found: CAUTION: EXAMPLE: NOTE: MORE: Identifies an action or omission that may cause loss or damage to equipment, software or data. Provides an example of what has just been described. Provides additional information or hints to assist in performing a task or understanding the current topic. Indicates where further information about the current topic can be found. VI MAIL MARKUP PRO

7 Contents To help you quickly find information about a Mail Markup Pro topic, the following contents are provided: At a Glance Concise MAIL MARKUP PRO VII

8 CONTENTS At a Glance Foreword... iii Contents... vii Introduction... 1 Getting Started... 5 Tasks Task Name Input Folder Mail Piece Detection Digital Inserts OMR Marks Release Time Outputs Processing Mail Pieces Post Processing Facilities Managing OMR Configurations Command Line XML Appendix A: Sample Command Line XML File Index VIII MAIL MARKUP PRO

9 CONTENTS Concise Foreword... iii About this User Guide and Help... iv Terminology... v Sub Headings... vi Contents... vii At a Glance... viii Concise... ix Introduction... 1 Overview... 2 Operation... 3 What are OMR Marks?... 4 Getting Started... 5 System Requirements... 6 Installing... 7 Setting the Windows Path for the Command Line... 7 Obtaining an Installation... 7 Service Overview... 8 Starting and Stopping... 8 Interface Overview... 9 Launching (Running)... 9 Closing (Exiting) Tabs Opening Panels Resizing Lists Sorting Resizing a Column Warnings Context Menus Edit Boxes List Boxes Check Boxes Radio Buttons Scroll Bars File System Navigation Saving Changes Confirming an Action MAIL MARKUP PRO IX

10 CONTENTS Notification Command Line Overview Licensing Purchasing a Licence Requesting a Licence Key Applying a Licence Key Invalid Licence Keys Viewing Developer and Release Information Getting Help Help and User Guide Knowledge Base Support Ticket Uninstalling Tasks Task Overview Selecting Adding Editing Deleting Duplicating Saving Unable to Save Importing Exporting Configuration Summary Viewing Printing Exporting to PDF Task Name Task Name Overview Specifying Deleting Input Folder Input Folder Overview Specifying Deleting Mail Piece Detection Mail Piece Detection Overview Options Selecting X MAIL MARKUP PRO

11 CONTENTS Using a Sample File Opening Navigating Magnifying Detecting by Number of Sides Detecting by First Page or Last Page Managing Identification Rules Selecting Adding Editing Deleting Undoing Changes Identification Rule Options Drawing a Boundary Specifying a Qualifier Specifying a Text String Specifying a Match Combining Mail Pieces Specifying a Release Time Previewing Digital Inserts Digital Inserts Overview Viewing Selecting Adding Deleting Viewing as a PDF OMR Marks OMR Mark Overview Selecting an OMR Configuration Selecting Feeders Release Time Release Time Overview Specifying Deleting Outputs Outputs Overview Selecting Adding Deleting MAIL MARKUP PRO XI

12 CONTENTS Output Options Selecting a Paper Tray Specifying File Options Folder Output File Name Specifying Duplex Processing Mail Pieces Placing PDF Documents in Input Folders Manually Using an Application Using the Command Line Releasing a Task Monitoring Tasks in Progress Cancelling a Task in Progress Post Processing Facilities Post Processing Facilities Overview Archive Location Changing Storage Period Changing Viewing Opening a PDF Document History Report Files and Log File Name and Format Location Changing Storage Period Changing Opening History Report Files Viewing the History Log Content Error Recovery Location Changing Managing OMR Configurations OMR Configuration Overview Selecting Adding Editing Copying XII MAIL MARKUP PRO

13 CONTENTS Importing Downloading OMR Configurations Exporting Saving Deleting Previewing Refreshing OMR Mark Settings Adding an OMR Mark Ordering OMR Marks Removing an OMR Mark Dimension Settings Position Settings Manually Positioning OMR Marks Managing Paper Size Adding Editing Deleting Feeder Settings Sequencing Settings Command Line XML Creating an XML File XML Structure Elements Using Attributes Using Appendix A: Sample Command Line XML File Index MAIL MARKUP PRO XIII

14

15 Introduction In this section the following information is included: Overview Operation What are OMR Marks? MAIL MARKUP PRO 1

16 INTRODUCTION Overview Mail Markup Pro is a Windows application developed by Funasset Limited. It is used for applying OMR marks to mail pieces contained in PDF documents so (after printing) they can be processed by folder inserter equipment. 2 MAIL MARKUP PRO

17 INTRODUCTION Operation With Mail Markup Pro installed, the following sequence of operations is typically performed: 1. The Mail Markup Pro interface is used to create and configure a Task that provides instruction about how to process PDF documents containing one or more mail pieces. 2. A PDF document is placed in the input folder associated with the Task. 3. When the Mail Markup Pro service detects the PDF document processes associated with the Task are performed on the mail piece(s) it contains either immediately or at a specified release time. Processes include: mail piece detection (if the PDF document contains multiple mail pieces), document insertion (optional), and OMR mark insertion. 4. Mail pieces are output on the printer associated with the Task, or written to file. 5. If the PDF document is successfully processed and output it is saved in the archive folder. 6. If the PDF document is unsuccessfully processed or output it is saved in the error recovery folder. Alternatively, the Mail Markup Pro command line can be called by your own applications to instruct the Mail Markup Pro service how to process a specified PDF document. MAIL MARKUP PRO 3

18 INTRODUCTION What are OMR Marks? Optical Mark Recognition (OMR) marks consist of a sequence of solid black dashes. They are applied to certain pages within a document to indicate to folder and inserter equipment whether and what supplements need to be included, and how many pages need to be folded then inserted in an envelope. Fig. 1 Example OMR marks OMR marks also provide safety and parity checks to help ensure the correct quantity of pages are inserted in an envelope. Mail Markup Pro contains a facility to create and manage OMR configurations to match the requirements of your folder and inserter equipment. 4 MAIL MARKUP PRO

19 Getting Started In this section the following information is included: System Requirements Installing Service Overview Interface Overview Command Line Overview Licensing Viewing Developer and Release Information Getting Help Uninstalling MAIL MARKUP PRO 5

20 GETTING STARTED System Requirements Mail Markup Pro has the following system requirements: PC running Windows 2000 or above. Internet connection (recommended for licensing). Windows printer driver for outputting processed documents (recommended but output to file option is available). 6 MAIL MARKUP PRO

21 GETTING STARTED Installing To install Mail Markup Pro double-click Mail_Markup_Pro_Setup.exe then follow the on-screen instructions. NOTE: To install Mail Markup Pro you must be logged on to Windows as an Administrator. Setting the Windows Path for the Command Line During the installation process the following check box is provided: Add application directory to your PATH (only needed when using the command line) If you intend to use the command line and you do not want to specify the path of the command line executable when it is called, click the check box to add a tick. Doing this adds the path of the command line executable to Windows. MORE: For details about how to manually set the Windows path for the command line executable, refer to your Windows documentation or Help. Obtaining an Installation Mail Markup Pro can be downloaded from the following web page: funasset.com/products/mail_markup/versions.asp MAIL MARKUP PRO 7

22 GETTING STARTED Service Overview Once installed, Mail Markup Pro runs as a Windows service. This enables its functionality to be used even when the PC or server it is installed on is not logged on to Windows. NOTE: By default, the Mail Markup Pro service is automatically started on Windows start-up. Starting and Stopping To start and stop the Mail Markup Pro service, perform the following actions: 1. Launch the Mail Markup Pro interface as an administrator or while logged on to Windows as an administrator. 2. Open the Tasks tab (Fig. 20). 3. In the Service panel click the Started Click to Stop button (Fig. 2) if the service is started, or the Stopped Click to Start button (Fig. 3) if the service is stopped. Fig. 2 Started Click to Stop button Fig. 3 Stopped Click to Start button MORE: For details about starting and stopping the Mail Markup Pro service using facilities in Windows, or preventing the service from being automatically run at Windows start-up, refer to your Windows documentation or Help. 8 MAIL MARKUP PRO

23 GETTING STARTED Interface Overview To configure and manage the way Mail Markup Pro processes mail pieces, an interface (Fig. 4) is provided. Launching (Running) Fig. 4 Mail Markup Pro interface The interface contains elements such as tabs, panels, and lists. The Mail Markup Pro interface is launched (run) in one of the following ways: In the Mail Markup Pro folder on the Windows Start menu click the Mail Markup Pro option. On the Windows Desktop double-click the Mail Markup Pro shortcut (if available). NOTE: MORE: To start and stop the Mail Markup Pro service using functionality within the Mail Markup Pro interface, the interface must be launched as an administrator or by logging on to Windows as an administrator. For details about launching applications as an administrator, refer to your Windows documentation or Help. MAIL MARKUP PRO 9

24 GETTING STARTED Closing (Exiting) The Mail Markup Pro interface is closed (exited) by clicking the Close button located near the right-hand edge of the title bar. NOTE: If changes have been made to the currently selected Task, a Save Changes dialog (Fig. 16) appears prompting you to save the Task. Click the OK button to save or the Cancel button to abandon. Tabs Options and facilities to configure, monitor, licence and view information about Mail Markup Pro are contained in tabs (Fig. 5). Fig. 5 Tabs MORE: MORE: MORE: For details about the sub-tabs found on the OMR Marks tab, refer to Managing OMR Configurations. For details about the sub-tabs found on the Digital Inserts tab, refer to Digital Inserts > Viewing. For details about the sub-tabs found on the System Status tab, refer to Post Processing >Archive > Viewing. 10 MAIL MARKUP PRO

25 GETTING STARTED Opening A tab can be opened in one of the following ways: Click the associated tab button.* In the Tasks list double-click a field in the column associated with the tab. This is only applicable to the Mail Piece Detection tab (Fig. 22), OMR Marks tab (Fig. 30), Digital Inserts tab (Fig. 29) and Outputs tab (Fig. 31). *The following tab buttons open the following tabs: Button Tab Name Tasks Mail Piece Detection OMR Marks Digital Inserts Outputs Save Settings System Status Help NOTE: For certain tabs that contain Task configuration information, a Task must be selected before associated tab buttons become active (clickable). Panels Many tabs contain one or more panels (Fig. 6). MAIL MARKUP PRO 11

26 GETTING STARTED Fig. 6 Panel Panels organise certain information contained in a tab into related content. Resizing Certain panels will contain information that extends beyond its vertical limit. When this occurs the height of the panel will need to be resized in order to reveal the hidden content. To resize the height of a panel, perform the following actions: 1. Move the mouse cursor over the upper or lower edge of a panel until the cursor changes to a double-headed arrow with a line through it.* 2. Click and hold the mouse button. 3. Move the mouse to increase or decrease the size of the panel. 4. Release the mouse button when the desired panel size is achieved. *NOTE: If the cursor does not change to a double-headed arrow the panel cannot be resized. Lists The Mail Markup Pro interface contains lists (Fig. 7) that are used for clearly displaying and easily locating associated information: Fig. 7 List (Tasks) Sorting Lists can be sorted by column in either ascending or descending order. The column the list is currently sorted by is indicated by an arrow near the right-hand edge of the column heading. A down arrow indicates descending order and an up arrow indicates ascending order. 12 MAIL MARKUP PRO

27 GETTING STARTED Click a column heading to sort the list by that column. Subsequent clicks of the column toggle between ascending and descending order. EXAMPLE: If a column was sorted in descending order and the column heading was clicked, it would be sorted in ascending order. Resizing a Column The width of list columns can be resized to display more or less information. To resize the width of a column, perform the following actions: 1. Position the mouse pointer over the right edge of the column heading that needs resizing. The mouse pointer will change to a double-ended horizontal arrow when positioned correctly. 2. Click and hold the primary mouse button. 3. Move the mouse right to increase or left to decrease the size of the column. 4. Release the mouse button when the desired column size is achieved. Warnings If there is a problem with information contained in a list field, a warning icon (Fig. 8) is displayed to the right of that information. EXAMPLE: If a newly specified Task name matches another Task name, the warning icon appears. Fig. 8 Warning icon Move the mouse cursor over the warning icon to display a tooltip describing the problem. Context Menus Context menus (Fig. 9) appear alongside the mouse pointer when certain components of the Mail Markup Pro interface are right-clicked. Fig. 9 Context menu Each context menu contains options applicable to the clicked component. EXAMPLE: MAIL MARKUP PRO 13

28 GETTING STARTED Right-clicking a Task in the Tasks list (Fig. 7) displays a context menu containing options for releasing, removing and duplicating the Task. Move the mouse pointer over a context menu option then click to select it. Edit Boxes The Mail Markup Pro interface contains edit boxes (Fig. 10) where textbased information can be specified. Fig. 10 Edit box Click inside an edit box then perform one of the following actions: If text is highlighted in the edit box: Press the Delete button to delete it; type other text to replace it; press the left or right arrow key to remove the highlight. If text is not highlighted in the edit box: Press the Delete or Backspace key to delete existing text; type other text; navigate existing text using the left and right arrow keys. MORE: For further details about adding, editing and deleting text in an edit box, refer to your Windows documentation or Help. List Boxes The Mail Markup Pro interface contains list boxes (Fig. 11) with selectable pre-defined options. Fig. 11 List box To use a list box, perform the following actions: 1. Click the arrow to the right of the list box. 2. In the drop-down list that appears click an option to select it. Check Boxes The Mail Markup Pro interface contains check boxes (Fig. 12) that allow settings and options to be selected (by adding a tick) or unselected (by removing a tick). Fig. 12 Check boxes 14 MAIL MARKUP PRO

29 GETTING STARTED Click a check box to add and remove its tick. Radio Buttons The Mail Markup Pro interface contains radio buttons (Fig. 13) that allow single choice settings and options to be selected (by adding a dot) or unselected (by removing a dot). Fig. 13 Radio buttons Click a radio button to add a dot (select it). NOTE: Adding a dot to a radio button removes the dot from another radio button in the same radio button group. Scroll Bars When the information contained in a panel or list exceeds it boundaries, vertical and/or horizontal scroll bars (Fig. 14) appear. These provide a mechanism for moving the content of the panel or list up and down or left and right to reveal hidden content. Fig. 14 Scroll bar (horizontal) Click an arrow at the end a scroll bar to move the content of a list or panel in that direction. MORE: For further details about using scroll bars, refer to your Windows documentation or Help. File System Navigation There are a number of processes in the Mail Markup Pro interface such as specifying a folder or finding a file that require the Windows file system to be navigated. Navigation is performed in a Browse dialog (Fig. 15). MAIL MARKUP PRO 15

30 GETTING STARTED Fig. 15 Browse dialog (Windows 7) MORE: For details about how to use the controls in the Browse dialog, refer to your Windows documentation or Help. Saving Changes Certain actions, such as selecting a Task when the currently selected Task has had changes made to it, cause a Save Changes dialog (Fig. 16) to appear. Fig. 16 Save Changes dialog Click the Yes button to save the changes then continue with the action. Click the No button to not save the changes then continue with the action Click the Cancel button to retain the changes but not continue with the action. NOTE: Clicking any button also closes the Save Changes dialog. Confirming an Action Actions that require confirmation, such as exporting an OMR configuration when an OMR configuration file with the same name already exists, cause a Confirm Action dialog (Fig. 17) to be opened. 16 MAIL MARKUP PRO

31 GETTING STARTED Fig. 17 Confirm Action dialog Click the Yes button to confirm the action or the No button to abandon. NOTE: Clicking either button also closes the Confirm Action dialog. Notification Following the completion or failure of an action such as saving a Task, a Notification dialog (Fig. 18) normally appears. Fig. 18 Notification dialog Click the OK button to close the Notification dialog. MAIL MARKUP PRO 17

32 GETTING STARTED Command Line Overview Mail Markup Pro is installed with a command line program called MailMarkupCmd.exe that can be run by your own applications and processes. When run, MailMarkupCmd.exe must have the file name of an XML file appended to it together with the file name of a PDF document. The XML file contains mail piece detection, digital insert, OMR mark and output elements, attributes and values that instruct the Mail Markup Pro service how to process the specified PDF document. MORE: MORE: For details about using the command line program, refer to Processing Mail Pieces > Using the Command Line. For details about the command line XML file, refer to Command Line XML. 18 MAIL MARKUP PRO

33 GETTING STARTED Licensing Prior to licensing Mail Markup Pro, the following limitations are imposed and a Notification dialog (Fig. 18) appears when the Mail Markup Pro interface is launched: A watermark appears on all printed output. Header and footer text appears on all printed output. Processed documents cannot be output to file. The archive is disabled. Error recovery is disabled. To remove the limitations and prevent the Notification dialog appearing, a licence must be purchased then a licence key requested and applied to Mail Markup Pro. All licensing options are available in the Help tab (Fig. 19). Fig. 19 Help tab Purchasing a Licence If the PC where Markup Pro is installed has an Internet connection, a licence can be purchased by performing the following actions: 1. Open the Help tab (Fig. 19). 2. If the Buy/Licence page is not visible in the Browser panel, click the New button in the Licence panel. 3. In the Browser panel click the Buy Now button. 4. Follow the instructions on each page. MAIL MARKUP PRO 19

34 GETTING STARTED Requesting a Licence Key Applying a Licence Key If the PC where Mail Markup Pro is installed does not have an Internet connection, a licence can be purchased by accessing the following URL using a PC that does: funasset.com/products/get_mail_markup_licence.asp?pid=128 When a licence has been purchased, a licence key can be requested. If the PC where Markup Pro is installed has an Internet connection, a licence key can be requested by performing the following actions in the Mail Markup Pro interface: 1. Open the Help tab (Fig. 19). 2. If the Buy/Licence page is not visible in the Browser panel click the New button in the Licence panel. 3. In the Browser panel click the Request Licence Key button. 4. Follow the instructions on subsequent pages. If the PC where Mail Markup Pro is installed does not have an Internet connection, a licence key can be requested by accessing the following URL using a PC that does (login required): funasset.com/user_account/request_licence_key.asp?id=34 Following a request, a licence key will normally be ed to you within 30 minutes, Monday to Friday, 09:00 and 17:30 GMT. When a licence key has been received it can be applied to Mail Markup Pro. To apply a licence key to Mail Markup Pro, perform the following actions: 1. Open the Help tab (Fig. 19). 2. If the Enter Licence Key panel is not visible, click the New button in the Licence panel. 3. In the Enter Licence Key panel click inside the edit box then paste or type your licence key. 4. Click the Validate button. 5. If the licence key is valid, click the Apply button. Invalid Licence Keys If your licence key is invalid please submit a support ticket. MORE: For details about submitting a support ticket, refer to Getting Started > Getting Help > Support Ticket. 20 MAIL MARKUP PRO

35 GETTING STARTED Viewing Developer and Release Information Open the Help tab (Fig. 19) to view the Mail Markup Pro developer and release information. MAIL MARKUP PRO 21

36 GETTING STARTED Getting Help Help and User Guide If you experience a problem while using Mail Markup Pro, the following resources are available to help you resolve it: Help and user guide Knowledge base Support ticket The Help and user guide are the first resources you should use if you experience a problem with Mail Markup Pro. The Help can be viewed in the Mail Markup Pro interface by opening the Help tab (Fig. 19).* Alternatively it can be opened in an Internet browser using the following URL: funasset.com/help/mail_markup_pro/index.html The user guide is available as a PDF document and replicates the content of the Help but in a printable format. It can be downloaded from the following Web page: funasset.com/support/downloads_guides.asp *NOTE: If licence information is displayed on the Help tab instead of the Help, click the New button in the Licence panel. Knowledge Base Support Ticket Prior to requesting support it is advised you browse the Knowledge Base on the Funasset website for a solution to your problem. Use the following URL to view the Knowledge Base in an Internet browser: funasset.com/support/knowledge_base.asp The Funasset support ticket system is the preferred method for requesting support. Use the following URL to access the support ticket system in an Internet browser: funasset.com/user_account/support_tickets.asp NOTE: A Funasset user account is required to access the support ticket system. 22 MAIL MARKUP PRO

37 GETTING STARTED Uninstalling To uninstall Mail Markup Pro use the uninstall program facility found in the Windows Control Panel. MORE: For details about uninstalling programs in Windows, refer to your Windows documentation or Help. MAIL MARKUP PRO 23

38

39 Tasks In this section the following information is included: Task Overview Selecting Adding Editing Deleting Duplicating Saving Importing Exporting Configuration Summary MAIL MARKUP PRO 25

40 TASKS Task Overview A Task provides Mail Markup Pro with the information it needs to process PDF documents: The input folder where PDF documents that require processing are placed. Settings to determine how individual mail pieces are detected in PDF documents. One or more optional digital inserts that are appended to each mail piece. An OMR mark configuration to determine how OMR marks are applied to one or more pages of a mail piece. The printer or file location where processed PDF documents are output. An optional release time when PDF documents start to be processed. Any number of Tasks can be created, offering almost limitless processing. Tasks are managed on the Tasks tab (Fig. 20). Fig. 20 Tasks tab The Tasks tab contains a Tasks list (Fig. 7) where Tasks can be viewed and managed. The bottom of the Tasks tab also contains a Service list where Tasks in progress appear. 26 MAIL MARKUP PRO

41 TASKS Selecting Before a Task can be managed and configured it must be selected. To select a Task, perform the following actions: 1. Open the Tasks tab (Fig. 20). 2. In the Tasks list (Fig. 7) click in any column of the Task that needs to be selected. Following selection, the entire row associated with the Task turns blue and the name of the Task appears on the title bar and to the right of the tab buttons. NOTE: If an attempt is made to select another Task and configuration changes have not been saved for the currently selected Task, a Save Changes dialog (Fig. 16) appears. MAIL MARKUP PRO 27

42 TASKS Adding To add a Task, perform the following actions: 1. Open the Tasks tab (Fig. 20). 2. Click the New button. A new row, highlighted in blue, is added to the bottom of the Tasks list (Fig. 7) or as the first row if no other Tasks are present. The following information now needs to be defined before the Task can be saved: Task name Input folder Mail piece detection Digital insert(s) (optional) OMR marks Output Release time (required when combining mail pieces) 28 MAIL MARKUP PRO

43 TASKS Editing To edit a Task, perform the following actions: 1. Select the Task. 2. Make the necessary change(s) to configuration information. MAIL MARKUP PRO 29

44 TASKS Deleting To delete a Task, perform the following actions: 1. Select the Task. 2. Click the Remove Selected button. Alternatively: 1. Open the Tasks tab (Fig. 20). 2. Right-click the Task in the Tasks list (Fig. 7). 3. On the context menu click the Remove option. Before a Task is deleted, a Confirm Action dialog (Fig. 17) appears asking for confirmation of the delete. 30 MAIL MARKUP PRO

45 TASKS Duplicating To duplicate a Task, and as such create a new Task that contains the same configuration information*, perform the following actions: 1. Open the Tasks tab (Fig. 20). 2. Right-click the Task in the Tasks list (Fig. 7). 3. On the context menu click the Duplicate option. Following this, a new Task is added to the bottom of the Tasks list. *The following information is not duplicated for the new Task and will need to be specified: Task name Input folder MAIL MARKUP PRO 31

46 TASKS Saving To apply configuration changes made to a Task, and before processing associated with a Task can be performed, it must be saved. To save the currently selected Task, perform the following actions: 1. Open the Save Settings tab (Fig. 21) 2. Click the Save button. Fig. 21 Save Settings tab Alternatively, select another Task. Before the other Task is selected, and if configuration changes have been made to the currently selected Task, a Save Changes dialog (Fig. 16) appears. Unable to Save When certain configuration information for a Task is not specified or is invalid, a Notification dialog (Fig. 18) appears during the save process and the Task is not saved. 32 MAIL MARKUP PRO

47 TASKS Importing Feature currently unavailable! MAIL MARKUP PRO 33

48 TASKS Exporting Feature currently unavailable! 34 MAIL MARKUP PRO

49 TASKS Configuration Summary Viewing Printing Exporting to PDF The configuration summary provides a textual breakdown of a Task s configuration. The information it contains can be viewed, printed and exported to PDF. To view the configuration summary of a Task, perform the following actions: 1. Select the Task. 2. Open the Save Settings tab (Fig. 21). To print the configuration summary of a Task, perform the following actions: 1. Select the Task. 2. Open the Save Settings tab (Fig. 21). 3. Click the Print button. 4. In the Windows Print dialog specify the requested information. 5. Click the Print button to print or the Cancel button to abandon. To export the configuration summary of a Task to PDF, perform the following actions: 1. Select the Task. 2. Open the Save Settings tab (Fig. 21). 3. Click the Export button. 4. In the Browse dialog (Fig. 15) specify a location and name for the PDF. 5. Click the Save button to save or the Cancel button to abandon. MAIL MARKUP PRO 35

50

51 Task Name In this section the following information is provided: Task Name Overview Specifying Deleting MAIL MARKUP PRO 37

52 TASK NAME Task Name Overview The Task name is used to identify a Task in the Mail Markup Pro interface. For this reason it must be unique (i.e. no other Tasks can have the same name). When a new Task is added, a text cursor automatically appears in the associated Task Name edit box of the Tasks list (Fig. 7) ready for a Task name to be specified. 38 MAIL MARKUP PRO

53 TASK NAME Specifying To specify a Task name for a Task, perform the following actions: 1. Select the Task. 2. Click the associated Task Name edit box. 3. Specify a Task name. 4. Press the Return key or Tab key, or click anywhere in the Mail Markup Pro interface to apply the Task name. NOTE: NOTE: If a Task has just been added and the text cursor is already present in the Task Name edit box perform the above actions from 3. A Task name cannot match another Task name. When this occurs a warning icon (Fig. 8) appears to the right of the newly specified Task name. If an attempt is made to save the Task, a Matching Task Name entry appears in the Notification dialog (Fig. 18). MAIL MARKUP PRO 39

54 TASK NAME Deleting When a Task name has been specified it cannot be permanently deleted. If it is deleted it will return as soon as focus is removed from the Task Name field in the Tasks list (Fig. 7). 40 MAIL MARKUP PRO

55 Input Folder In this section the following information is provided: Input Folder Overview Specifying Deleting MAIL MARKUP PRO 41

56 INPUT FOLDER Input Folder Overview Each Task requires an input folder. This is a Windows file system folder that Mail Markup Pro monitors for PDF documents it will process. 42 MAIL MARKUP PRO

57 INPUT FOLDER Specifying To specify an input folder for a Task, perform the following actions: 1. Select the Task. 2. If the associated Input Folder edit box does not contain a Browse for Folder button ( ) click the edit box. 3. Click the Browse for Folder button in the Input Folder edit box. 4. In the Browse dialog (Fig. 15) locate the required folder then select it. Alternatively, create a new folder then select it. 5. Click the OK button. The path and name of the folder now appears in the Input Folder field. Alternatively, specify the path and name of a folder directly in the Input Folder edit box. MAIL MARKUP PRO 43

58 INPUT FOLDER Deleting When an input folder has been specified it cannot be permanently deleted. If it is deleted it will return as soon as focus is removed from the Input Folder field. If you no longer wish to use an input folder, the associated Task must be deleted. 44 MAIL MARKUP PRO

59 Mail Piece Detection In this section the following information is included: Mail Piece Detection Overview Options Using a Sample File Detecting by Number of Sides Detecting by First Page or Last Page Combining Mail Pieces Previewing MAIL MARKUP PRO 45

60 MAIL PIECE DETECTION Mail Piece Detection Overview Mail pieces contained in PDF documents need to be detected by Mail Markup Pro before OMR marks can be applied. Mail piece detection options that can be configured for each Task are therefore provided in the Mail Piece Detection tab (Fig. 22): Fig. 22 Mail Piece Detection tab 46 MAIL MARKUP PRO

61 MAIL PIECE DETECTION Options The following mail piece detection options are available: Option None Piece has n sides Identify first page Identify last page Description Used when PDF documents only contain one mail piece and as such do not require detection. Instead, individual mail pieces are combined in a single PDF. Used when each mail piece contained in a PDF document has a consistent number of sides. Used when the first page of a mail piece can be used for detection. Used when the last page of a mail piece can be used for detection. Selecting To select a mail piece detection option, perform the following actions: 1. Select a Task. 2. Open the Mail Piece Detection tab (Fig. 22). 3. In the Mail Piece Detection panel click the radio button of the required option. MAIL MARKUP PRO 47

62 MAIL PIECE DETECTION Using a Sample File Opening To aid with the configuration of mail piece detection and to determine what is used to preview the detection of mail pieces, a sample file (PDF document) can be opened. To open a sample file, perform the following actions: 1. Select a Task. 2. Open the Mail Piece Detection tab (Fig. 22) 3. Click the Load Sample button. 4. In the Browse dialog (Fig. 15) locate then select the required PDF document. 5. Click the OK button. If the selected PDF document is particularly large (i.e. it contains a large number of pages and/or has a large file size), a loading message may appear in the Sample file area until the first page is loaded. When a PDF document is opened, its first page appears in the Mail Piece Detection tab and each of its pages can be navigated and magnified. NOTE: Only the first 100 pages of a PDF document are opened. Navigating The Mail Piece Detection tab (Fig. 22) contains buttons (Fig. 23) for navigating pages in a multi-page sample file. Fig. 23 Navigation buttons (first page, previous page, next page, last page) Click a button to move to the first page, previous page, next page or last page of the open sample file. Magnifying To help with the positioning of boundaries when defining first page and last page identification rules, the current page of the sample file can be magnified. A slider control (Fig. 24) is provided to enable this. Fig. 24 Slider control 48 MAIL MARKUP PRO

63 MAIL PIECE DETECTION To move the slider control button and subsequently magnify the page, perform the following actions: 1. Position the mouse pointer over the slider control button. 2. Click then hold the mouse button. 3. Move the slider to the left to reduce the magnification or right to increase the magnification. Moving the slider control button to the far left displays the entire page. MAIL MARKUP PRO 49

64 MAIL PIECE DETECTION Detecting by Number of Sides If mail pieces in a PDF document have a consistent number of sides, an option to detect by number of sides is available. EXAMPLE: If mail pieces always contain one side, an option for detecting every one side would be configured. Fig. 25 Examples of detecting by number of sides (every 1) To detect mail pieces by number of sides, perform the following actions: 1. Select the Piece has n Sides option. 2. Click inside the associated edit box. 3. Specify the number of sides. 50 MAIL MARKUP PRO

65 Detecting by First Page or Last Page MAIL PIECE DETECTION If the first page or last page of mail pieces in a PDF document can be used for detection, options to identify the first page or last page are available. Fig. 26 Example first page identification Fig. 27 Example last page identification Managing Identification Rules To identify the first page or last page of a mail piece, perform the following actions: 1. Select the Identify First Page or Identify Last Page option. 2. In the Identify First/Last Page panel add one or more identification rules then specify a match condition. Rules for identifying the first page or last page of a mail piece in a PDF document can be selected, added, edited and deleted in the Identify First/Last Page panel. Selecting First page and last page identification rules are labelled with a number. To select a rule, perform the following actions: 1. Select the Identify First Page or Identify Last Page option. 2. In the Identify First/Last Page panel click the Move Next and Move Previous buttons until the required identification rule number appears. MAIL MARKUP PRO 51

66 MAIL PIECE DETECTION Adding To add an identification rule, perform the following actions: 1. Select the Identify First Page or Identify Last Page option. 2. In the Identify First/Last Page panel click the Add New Rule button (+). 3. Specify identification rule options. A new rule is assigned a sequential number, with the first rule added being 1. Editing To edit an identification rule, perform the following actions: 1. Select the identification rule. 2. In the Identify First/Last Page panel make the necessary changes to identification rule options. Deleting To delete an identification rule, perform the following actions: 1. Select the identification rule. 2. In the Identify First/Last Page panel click the Delete button (X). CAUTION: Identification rules are immediately deleted and no confirmation is presented. After deleting an identification rule, identification rule numbers and associated boundaries are renumbered. EXAMPLE: If identification rule 1 is deleted, identification rule 2 and its associated boundary become 1. Undoing Changes Identification Rule Options To undo adding an identification rule or modifying an identification rule option, click the Undo Rule Changes button. Each identification rule consists of three components: A boundary on a mail piece page A qualifier A text string The identification rule options should be considered as follows: 52 MAIL MARKUP PRO

67 MAIL PIECE DETECTION If a specified text string equals or does not equal the text within a boundary defined on a page, or the text within the boundary changes from that of the specified text string, the identification rule is satisfied. Drawing a Boundary To determine where Mail Markup Pro should look for a text string, a boundary must be drawn on the corresponding page of the sample file. To draw a boundary, perform the following actions: 1. Open a sample file. 2. Navigate to the required sample file page and if necessary magnify the area where the boundary will be drawn. 3. Select or add an identification rule. 4. In the Identify First/Last Page panel click the Draw button. 5. Position the mouse pointer (a cross) top left of the identifier text on the sample file page. 6. Click and hold the mouse button. 7. Move the mouse until a green border (boundary) is drawn. It is essential for the boundary to be slightly larger than the text that needs to be identified within (Fig. 28). 8. Release the mouse button. Fig. 28 Example of text encompassed by a boundary A number that corresponds to the identification rule number appears to the right of the boundary. EXAMPLE: If the identification rule being configured is rule 1, then 1 appears beside the boundary. While a boundary is being drawn, its coordinates, width and height appear in the Trigger When Text At box in the following format: x, y, width, height Specifying a Qualifier The following identification rule qualifiers are available: MAIL MARKUP PRO 53

68 MAIL PIECE DETECTION Equals Does not equal Changes To select a qualifier, perform the following actions: 1. Select or add an identification rule. 2. In the Identify First/Last Page panel click the list box. 3. Click a qualifier option. Specifying a Text String To specify the text string that Mail Markup Pro should look for within the boundary, perform the following actions: 1. Select or add an identification rule. 2. In the Identify First/Last Page panel click inside the edit box. 3. Specify the required text. NOTE: Text is case sensitive. Specifying a Match The first page or last page can be identified when all identification rules match or any identification rule matches. To specify a match, perform the following actions: 1. Select or add an identification rule. 2. Click either the All Rules Match or Any Rules Match radio button. 54 MAIL MARKUP PRO

69 MAIL PIECE DETECTION Combining Mail Pieces Specifying a Release Time If a Task will be used for processing PDF documents containing single mail pieces, there is no need for detection options to be specified or performed. Instead, each mail piece can be combined by Mail Markup Pro into a single PDF document for easier management and sequential output. To combine individual mail pieces in a single PDF document select the None mail detection option. When a Task is configured to combine mail pieces, a release time must be specified before the Task can be saved. Adding a release time allows single mail pieces to accumulate in the input folder ready for combining. MORE: For details about specifying a release time, refer to Release Time. MAIL MARKUP PRO 55

70 MAIL PIECE DETECTION Previewing To ascertain whether mail pieces are detected correctly, a preview can be viewed in the Mail Piece Detection tab (Fig. 22). To preview how mail pieces have been detected, perform the following actions: 1. Select a mail piece detection option (not None). 2. Open a sample file. 3. In the Preview panel click the Preview button. Pages contained in the sample file now appear in the Preview panel. Each row indicates an individual mail piece with a maximum of 50 mail pieces being displayed. If necessary, use the vertical scroll bars to move up and down the mail pieces, and the horizontal scroll bars to move left and right in the pages. 56 MAIL MARKUP PRO

71 Digital Inserts In this section the following information is included: Digital Inserts Overview Viewing Selecting Adding Deleting Viewing as a PDF MAIL MARKUP PRO 57

72 DIGITAL INSERTS Digital Inserts Overview Digital inserts are PDF documents such as leaflets and brochures that can be appended to mail pieces processed by Mail Markup Pro. Digital inserts are viewed, selected, added, and deleted on the Digital Inserts tab (Fig. 29). Fig. 29 Digital Inserts tab 58 MAIL MARKUP PRO

73 DIGITAL INSERTS Viewing To view the digital inserts that can be selected for a Task, open the Digital Inserts tab (Fig. 29). Digital inserts are categorised by page size in the order they were added. Click the Preview sub-tab to display digital inserts as a preview of the first page. Click the Detail sub-tab to display digital inserts by name, pages and page size detail. MAIL MARKUP PRO 59

74 DIGITAL INSERTS Selecting To select a digital insert for use by a Task, perform the following actions: 1. Select the Task. 2. Open the Digital Inserts tab (Fig. 29). 3. Click the check box next to the required digital insert s preview or detail until a tick appears. To deselect a digital insert click its check box until the tick is removed. 60 MAIL MARKUP PRO

75 DIGITAL INSERTS Adding Before a digital insert can be selected for use by a Task it must be added to the digital inserts tab (Fig. 29). To add a digital insert, perform the following actions: 1. Open the Digital Inserts tab. 2. Click the Add New button. 3. In the Browse dialog (Fig. 15) locate then select the required PDF document. 4. Click the OK button. MAIL MARKUP PRO 61

76 DIGITAL INSERTS Deleting To delete a digital insert from the Digital Inserts tab (Fig. 29), perform the following actions: 1. Open the Digital Inserts tab. 2. Click the preview or detail of the digital insert to highlight it. 3. Click the Delete Selected button. Alternatively, right-click the preview or detail of the digital insert then on the context menu click the Delete option. CAUTION: NOTE: A digital insert is immediately deleted and no confirmation is presented. Deleting a digital insert from the Digital Inserts tab does not delete the original PDF document. 62 MAIL MARKUP PRO

77 DIGITAL INSERTS Viewing as a PDF To view a digital insert in your default PDF application, perform the following actions: 1. Open the Digital Inserts tab (Fig. 29). 2. Right-click the preview or detail of the digital insert. 3. On the context menu click the View option. NOTE: A PDF application must be installed on the same PC/server as Mail Markup Pro before a digital insert can be viewed. MAIL MARKUP PRO 63

78

79 OMR Marks In this section the following information is included: OMR Mark Overview Selecting an OMR Configuration Selecting Feeders MAIL MARKUP PRO 65

80 OMR MARKS OMR Mark Overview To determine how Mail Markup Pro applies OMR marks to mail pieces, an OMR configuration and one or more optional feeders must be selected for each Task. An OMR configuration and feeders are selected on the OMR Marks tab (Fig. 30). Fig. 30 OMR Marks tab NOTE: MORE: By default, Mail Markup Pro does not contain any pre-configured OMR configurations. One or more configurations will therefore need to be added and/or imported then selected before a Task can be saved and used. For details about adding, editing, importing, exporting, copying, saving, deleting and previewing OMR configurations, refer to Managing OMR Configurations. 66 MAIL MARKUP PRO

81 OMR MARKS Selecting an OMR Configuration To select an OMR configuration for use by a Task, perform the following actions: 1. Select the Task. 2. Open the OMR Marks tab (Fig. 30). 3. In the Configuration panel click the Select Configuration list box. 4. Click the required OMR configuration name option. OMR configuration settings, feeders and a preview associated with the selected OMR configuration now appear in the OMR Marks tab. MAIL MARKUP PRO 67

82 OMR MARKS Selecting Feeders To select a feeder for use by a Task, perform the following actions: 1. Select an OMR configuration. 2. In the Select Feeders panel click the check box of the required feeder until a tick appears. 3. Repeat action 4 for each required feeder. To deselect a feeder, perform action 4 until the check box is empty. 68 MAIL MARKUP PRO

83 Release Time In this section the following information is included: Release Time Overview Specifying Deleting MAIL MARKUP PRO 69

84 RELEASE TIME Release Time Overview A release time can be added to any Task so the processing associated with it begins at the specified time each day. This is particularly useful and mandatory when large volumes of single mail piece PDF documents need to be combined then output together. By default, a Task does not have a release time specified. NOTE: A Task with a mail piece detection option set to None must have a release time specified before it can be saved. 70 MAIL MARKUP PRO

85 RELEASE TIME Specifying To specify a release time for a Task, perform the following actions: 1. Select the Task. 2. Click the associated Release Time edit box. 3. Specify a release time in the 24 hour format (hh:mm:ss) (which automatically overwrites a selected release time).* 4. Press the Return key or click anywhere in the Mail Markup Pro interface to set the release time. *EXAMPLE: 07:20 07:20:30 19:20 19:20:30 MAIL MARKUP PRO 71

86 RELEASE TIME Deleting To delete a release time from a Task, perform the following actions: 1. Select the Task. 2. Click the associated Release Time edit box to highlight the release time. 3. Press the Delete key. 4. Press the Return key or click anywhere in the Mail Markup Pro interface. In the release Time field, --:--:-- is now displayed. 72 MAIL MARKUP PRO

87 Outputs In this section the following information is included: Outputs Overview Selecting Adding Deleting Output Options MAIL MARKUP PRO 73

88 OUTPUTS Outputs Overview When Mail Markup Pro has applied OMR marks to a PDF document, the mail piece(s) it contains must be output to a printer or to file. A Task must therefore have an output selected before it can be saved. Printer drivers available to the installation of Windows where Mail Markup Pro is installed appear as an output on the Outputs tab (Fig. 31). Fig. 31 Outputs tab By default, a print to file output also appears on the Outputs tab. This is used for creating one or more PDF documents (containing OMR marks) that can be printed at a later date using another application. 74 MAIL MARKUP PRO

89 OUTPUTS Selecting To select an output for use by a Task, perform the following actions: 1. Select the Task. 2. Open the Outputs tab (Fig. 31). 3. Click an output. Following selection of an output, the size of its border is increased and output options become available. MAIL MARKUP PRO 75

90 OUTPUTS Adding Outputs cannot be added using the Mail Markup Pro interface. Instead a printer driver must be added to Windows. NOTE: MORE: After adding a printer driver to Windows, it will not appear on the Outputs tab (Fig. 31) until the Mail Markup Pro interface is closed then launched again. For further details about adding a printer driver to Windows, refer to your Windows documentation or Help. 76 MAIL MARKUP PRO

91 OUTPUTS Deleting The Mail Markup Pro interface does not contain a facility for deleting an output from the Outputs tab (Fig. 31). Instead, the associated printer driver must be deleted from Windows. NOTE: NOTE: If a printer driver is deleted from Windows, the associated output remains on the Outputs tab until the Mail Markup Pro interface is closed then launched again. If a Task uses an output associated with a printer driver that has since been deleted, a new output must be added to the Task before processing for that Task can begin. MAIL MARKUP PRO 77

92 OUTPUTS Output Options Selecting a Paper Tray The Outputs tab (Fig. 31) contains an Output Options panel where the following options for the selected output can be specified: Paper Tray (printers only) Output to File (Output to File only) Duplex (printers only) If a printer associated with an output on the Outputs tab (Fig. 31) contains one or more paper trays, one of them can be selected for use by a Task. This functionality allows multiple Tasks to be created, each of which use the same printer but a different paper tray. To select a paper tray, perform the following actions: 1. Select an output. 2. In the Output Options panel click the Paper Tray list box. 3. Click the required paper tray option. NOTE: NOTE: When an output is selected the selected paper tray is reset and another must be selected. The Paper Tray list box only becomes active when a printer output is selected. Specifying File Options If the Output to File output is selected on the Outputs tab (Fig. 31), the following file options become available in the Output Options panel: Folder Output File Name Folder When the Output to File output is selected, a folder in the Windows file system must be specified. This is where PDF documents are written after OMR marks are applied. To specify a folder, perform the following actions: 1. Select the Output to File output. 2. In the Output Options panel click the Browse for Folder button ( ) to the right of the Folder field. 3. In the Browse dialog (Fig. 15) locate the required folder then select it. Alternatively, create a new folder then select it. 4. Click the OK button. 78 MAIL MARKUP PRO

93 OUTPUTS The path and name of the folder now appears in the Folder field. Instead of performing the actions above, the path and name of a folder can be typed directly into the Folder field. Output File Name When the Output to File output is selected, the PDF document that is created after OMR marks are applied must have a file name. The file name can consist of any of the following optional Output File Name components: Component Task Name Time Source Name Unique ID Description The name of the Task used for processing. The date and time (yyyymmddhhmmss) the PDF document was created. The name of the original PDF document that was processed minus the.pdf extension. A unique number. Each component is separated by an underscore (_) and appears in the same order as above. The file name is also given a.pdf extension. To determine a file name, perform the following actions: 1. Select the Output to File output. 2. In the Output Options panel click the check box to the left of an Output File Name component until a tick appears. 3. Repeat step 2 for all required components. NOTE: EXAMPLE: At least one component must be selected before the associated Task can be saved. All four components are selected. A PDF document called Welcome Letter.pdf is processed using a Task called General Letters then output to file at 10:30:50 on 01/05/2012. The file name of the PDF document created would be: General Letters_ _Welcome Letter_ pdf Specifying Duplex By default, mail pieces are printed simplex, meaning each page is printed on just one side of a piece of paper. To print mail pieces duplex so odd pages appear on the front and even pages appear on the reverse of a piece of paper, perform the following actions: MAIL MARKUP PRO 79

94 OUTPUTS 1. Select an output. 2. In the Output Options panel click the Duplex check box until a tick appears. To deselect duplex click the Duplex check box until the tick is removed. NOTE: The Duplex check box only becomes active when a printer output is selected. 80 MAIL MARKUP PRO

95 Processing Mail Pieces In this section the following information is included: Placing PDF Documents in Input Folders Using the Command Line Releasing a Task Monitoring Tasks in Progress Cancelling a Task in Progress MAIL MARKUP PRO 81

96 PROCESSING MAIL PIECES Placing PDF Documents in Input Folders Manually If the command line is not being used, PDF documents that need to be processed by Mail Markup Pro must be placed in an input folder associated with a suitable Task. This can be performed manually or by an application. To manually place one or more PDF documents in an input folder, perform the following actions: 1. Use a file management application such as Windows Explorer to locate the PDF document(s). 2. Copy the PDF document(s) to the Windows Clipboard. 3. Navigate to the required input folder. 4. Paste the PDF document(s) in the input folder. Other methods such as dragging and dropping can also be used for placing PDF documents in an input folder MORE: For details about navigating the Windows file system, and copying and pasting documents, refer to your Windows documentation or Help. Using an Application Applications that can save PDF documents can do so directly into an input folder. NOTE: The Mail Markup Pro command line can also be used with your own applications. 82 MAIL MARKUP PRO

97 PROCESSING MAIL PIECES Using the Command Line The Mail Markup Pro command line can be called from your own applications in the following way: MailMarkupCmd config.xml input.pdf [/o] The command line call contains the following components: Component MailMarkupCmd config.xml input.pdf Description The command line executable which is normally located in the Mail Markup Pro installation folder. The name of the XML file that contains elements, attributes and values that determine how Mail Markup Pro processes a PDF document. The drive, path and file name of the PDF document to be processed by Mail Markup Pro. /o Optional command that causes the original input PDF document to be overwritten by the output PDF document. If the command is omitted then OMR is added to the end of the output PDF document s file name (before the.pdf extension). Example: Welcome_Letters OMR.pdf EXAMPLE: MailMarkupCmd DS100.xml C:\MMP_Docs\Welcome_Letters.pdf /o The above example would cause Mail Markup Pro to use elements, attributes and values contained in DS100.xml for processing mail pieces in Welcome_Letters.pdf. Following processing, Welcome_Letters.pdf would be overwritten by the newly created PDF document. NOTE: EXAMPLE: MORE: MORE: If the path for the command line executable has not been specified in Windows, it will need to be included in the command line call. C:\Program Files (x86)\mail Markup Pro\MailMarkupCmd etc For details about setting the Windows path for the command line, refer to Getting Started > Installation > Setting the Windows Path for the Command Line. For details about creating an XML file for use with the command line, refer to Command Line XML. MAIL MARKUP PRO 83

98 PROCESSING MAIL PIECES Releasing a Task To release a Task before its release time is reached, perform the following actions: 1. Select the Task. 2. On the Tasks tab (Fig. 20) click the Release Selected button. 84 MAIL MARKUP PRO

99 PROCESSING MAIL PIECES Monitoring Tasks in Progress A Task in progress is when a PDF document that was placed in its input folder is being processed by Mail Markup Pro. All Tasks in progress appear in the Services list (Fig. 32) on the Tasks tab (Fig. 20). Fig. 32 Services list The following information is displayed for each Task in the Services list: Name Description Task Name Time Started The name of the Task in progress. The time when processing started. Status The status of the Task in progress Spooling /? Progress Total Pages Pages Done Estimated Completion Progress bar to indicate how much processing is complete and remains to be completed. The total number of pages for all PDF documents associated with the Task. The number of pages already processed. The time when processing is estimated to complete. When progress is complete for a Task (i.e. Mail Markup Pro has finished processing the PDF documents contained in its input folder), the associated item is removed from the Services list. MAIL MARKUP PRO 85

100 PROCESSING MAIL PIECES Cancelling a Task in Progress To cancel a Task in progress and prevent further processing, perform the following actions: 1. Open the Tasks tab (Fig. 20). 2. In the Services list (Fig. 32) right-click the Task in progress. 3. On the context menu click the Cancel option. 86 MAIL MARKUP PRO

101 Post Processing Facilities In this section the following information is included: Post Processing Facilities Overview Archive History Report Files and Log Error Recovery MAIL MARKUP PRO 87

102 POST PROCESSING FACILITIES Post Processing Facilities Overview The following post processing facilities are available: Archive History Report Files and Log Error Recovery Each facility, together with associated configuration options, is accessible on the System Status tab (Fig. 33) Fig. 33 System Status tab 88 MAIL MARKUP PRO

103 POST PROCESSING FACILITIES Archive Each PDF document processed by Mail Markup Pro is archived in a file system folder for a specified number of days. The location of the file system folder and the storage period of PDF documents are configured on the System Status tab (Fig. 33). In addition, the PDF documents contained in the archive can also be conveniently viewed here. Location The default location of the archive folder is: C:\Mail Markup Pro\Archive In the archive folder a sub-folder is dynamically created for each Task. Each sub-folder is given a name that matches the Task name and PDF documents associated with the Task are stored there. EXAMPLE: For a Task called General Letters, a sub-folder called General Letters would be created. Changing To change the location of the archive folder, perform the following actions: 1. Open the System Status tab (Fig. 33). 2. In the System Settings panel click the Browse for Folder button ( ) located to the right of the Archive Folder edit box. 3. In the Browse dialog (Fig. 15) locate then select the folder to be used as the archive folder. Alternatively, create a new folder then select it. 4. Click the OK button. The path and name of the selected folder now appears in the Archive Folder edit box. Storage Period Following creation of a PDF document, the default length of time it is retained in the archive is 120 days. Following this it is permanently deleted. Changing To change the number of days a PDF document is retained, perform the following actions: 1. Open the System Status tab (Fig. 33). MAIL MARKUP PRO 89

104 POST PROCESSING FACILITIES 2. In the System Settings panel click inside the Archive Maximum Days edit box. 3. Delete the existing value. 4. Type a new value (minimum = 1, maximum = 999). Viewing Opening a PDF Document To view the PDF documents contained in the archive, open the System Status tab (Fig. 33). PDF documents appear in the View Archive panel and are arranged by Task name. Click the Icon sub-tab to display PDF documents as icons and a file name. Click the List sub-tab to display PDF documents as a list of file names and dates created. To open a PDF document contained in the archive, perform the following actions: 1. Open the System Status tab (Fig. 33). 2. In the View Archive panel, locate the required PDF document. 3. Double-click the icon or name of the PDF document to open it in your default PDF application. 90 MAIL MARKUP PRO

105 POST PROCESSING FACILITIES History Report Files and Log For each PDF document successfully or unsuccessfully processed by Mail Markup Pro, an entry is added to a history report file and an entry appears in the History Log (Fig. 34) on the System Status tab (Fig. 33). Fig. 34 History Log NOTE: A new history report file is created at 00:00 server time or as soon as the Mail Markup Pro service is started after this time. File Name and Format Location Storage Period History report files are in the comma separated value (CSV) format and have the following file name structure: YYYYMMDD_MarkMarkupReport.csv The default location of the folder where history report files are stored is: C:\Mail Markup Pro\Reports Changing To change the location of the folder where history report files are stored, perform the following actions: 1. Open the System Status tab (Fig. 33). 2. In the System Settings panel click the Browse for Folder button ( ) located to the right of the Reports Folder edit box. 3. In the Browse dialog (Fig. 15) select the folder to be used as the reports folder. Alternatively, create a new folder then select it. 4. Click the OK button. The path and name of the selected folder now appears in the Reports Folder edit box. Following creation of a history report file, the default length of time it is retained is 120 days. Following this it is permanently deleted. Changing To change the number of days a history report file is retained, perform the following actions: MAIL MARKUP PRO 91

106 POST PROCESSING FACILITIES Opening History Report Files 1. Open the System Status tab (Fig. 33). 2. In the System Settings panel click inside the Reports Maximum Days edit box. 3. Delete the existing value. 4. Type a new value (minimum = 1, maximum = 999). Viewing the History Log The content of history report files can be viewed using any application that can open a CSV file (e.g. Microsoft Excel). Content To view the History Log (Fig. 34) open the System Status tab (Fig. 33). Each entry in a history report file and the History Log (Fig. 34) contains the following information: Name Value(s) Description Time dd/mm/yyyy mm:hh Date and time the processing of a PDF document was completed. Class* Success Error Indicates whether processing of a PDF document was successful or if an error occurred. Task Task name Name of the Task used to process a PDF document. Type Immediate Scheduled Indicates whether the Task was released immediately or at a scheduled time. File File name File name of a PDF document. Output Name of printer Path, output folder and output file name Indicates where a PDF document was output. Pieces Number of pieces Indicates the number of mail pieces contained in a PDF document. Description Description associated with the processing of a PDF file. *NOTE: The History Log also contains green and red icons to indicate whether the PDF document associated with an entry was processed successfully or if an error occurred. 92 MAIL MARKUP PRO

107 POST PROCESSING FACILITIES Error Recovery Location PDF documents that fail to be output by Mail Markup Pro are placed in an error recovery folder so they can be output again when the associated problem is resolved. Reasons for output failure can include the following: The service has stopped. The output is to file and writing to the specified hard drive fails. Note: If the error recovery folder is located on the same hard drive or volume as the intended output location, the recovered PDF document may also fail to write. The output is a printer and it fails to print. The default location of the error recovery folder is: C:\Mail Markup Pro\Errors Changing To change the location of the error recovery folder, perform the following actions: 1. Open the System status tab (Fig. 33). 2. In the system Settings tab click the Browse for Folder button ( ) located to the right of the Error Recovery Folder edit box. 3. In the Browse dialog (Fig. 15) locate then select the folder to be used as the error recovery folder. Alternatively, create a new folder then select it. 4. Click the OK button. The path and name of the selected folder now appears in the Error Recovery Folder edit box. MAIL MARKUP PRO 93

108

109 Managing OMR Configurations In this section the following information is included: OMR Configuration Overview Selecting Adding Editing Copying Importing Exporting Saving Deleting Previewing OMR Mark Settings Dimension Settings Position Settings Feeder Settings Sequencing Settings MAIL MARKUP PRO 95

110 MANAGING OMR CONFIGURATIONS OMR Configuration Overview The Mail Markup Pro interface can be used to select, add, edit, import, export, copy, delete and preview OMR configurations. Each OMR configuration determines how OMR marks appear on a page and what feeders are available. 96 MAIL MARKUP PRO

111 MANAGING OMR CONFIGURATIONS Selecting To select an OMR configuration, perform the following actions: 1. Open the OMR Marks tab (Fig. 30). 2. In the Configuration panel click the Select Configuration list box. 3. Click the required OMR configuration name option. NOTE: If an attempt is made to select an OMR configuration, and configuration changes have not been saved for the currently selected OMR configuration, a Save Changes dialog (Fig. 16) appears. MAIL MARKUP PRO 97

112 MANAGING OMR CONFIGURATIONS Adding To add an OMR configuration, perform the following actions: 1. Open the OMR Marks tab (Fig. 30). 2. In the Configuration panel, click the New button. 3. In the Enter a Name edit box specify a name for the OMR configuration. The name must be unique (i.e. another OMR configuration with the same name cannot already exist).* 4. Click the OK button. 5. Specify OMR mark settings. 6. Save the OMR configuration. Fig. 35 New Configuration dialog *NOTE: If an OMR configuration with the same name already exists, a Notification dialog (Fig. 18) appears. 98 MAIL MARKUP PRO

113 MANAGING OMR CONFIGURATIONS Editing To edit an OMR configuration, perform the following actions: 1. Select the OMR configuration. 2. Change the necessary OMR mark settings. 3. Save the OMR configuration. MAIL MARKUP PRO 99

114 MANAGING OMR CONFIGURATIONS Copying To copy an OMR configuration, perform the following actions: 1. Select the OMR configuration. 2. In the Configuration panel click the Copy button. 3. Keep the predefined name that appears in the Enter a Name edit box or specify a new one (which automatically deletes the predefined one). The name must be unique (i.e. another OMR configuration with the same name cannot already exist). 4. Click the OK button. 5. Save the OMR configuration. Fig. 36 Copy OMR Configuration dialog 100 MAIL MARKUP PRO

115 MANAGING OMR CONFIGURATIONS Importing To import an OMR configuration, perform the following actions: 1. Open the OMR Marks tab (Fig. 30). 2. In the Configuration panel, click the Import button. 3. In the Browse dialog (Fig. 15) locate then select the required OMR configuration file. 4. Click the Open button. The file name of the OMR configuration file (excluding the.omr) is used as the name of the OMR configuration. EXAMPLE: NOTE: If an OMR configuration file called Neopost DS10.omr was imported, the name of the associated OMR configuration would be Neopost DS10. The content of OMR configuration files is XML. Downloading OMR Configurations The following Funasset web page contains OMR configurations that can be downloaded then imported into Mail Markup Pro: funasset.com/support/downloads_omr_configurations.asp MAIL MARKUP PRO 101

116 MANAGING OMR CONFIGURATIONS Exporting To export an OMR configuration, perform the following actions: 1. Select the OMR configuration. 2. In the Configuration panel click the Export button. 3. In the Browse dialog (Fig. 15) locate then select the folder where you want to save the OMR configuration file. Alternatively create then select a new folder. 4. Click the Save button. If an OMR configuration file with the same name already exists, a Confirm Action dialog (Fig. 17) appears. When the OMR configuration has been exported successfully, a Notification dialog (Fig. 18) appears. NOTE: OMR configuration files have an omr extension and their content is XML. 102 MAIL MARKUP PRO

117 MANAGING OMR CONFIGURATIONS Saving In the Configuration panel click the Save button to save the currently selected OMR configuration. MAIL MARKUP PRO 103

118 MANAGING OMR CONFIGURATIONS Deleting To delete an OMR configuration, perform the following actions: 1. Select the OMR configuration. 2. In the Configuration panel click the Delete button. A Confirm Action dialog (Fig. 17) now appears asking you to confirm the delete. NOTE: If a deleted OMR configuration is used by a Task, a new OMR configuration will need to be selected for the Task before it can be saved again or used. 104 MAIL MARKUP PRO

119 MANAGING OMR CONFIGURATIONS Previewing As settings are specified for an OMR configuration, a preview of how they will appear on a page appears in the OMR Marks tab (Fig. 30). Refreshing The preview of an OMR configuration is refreshed each time a setting is changed. It can also be manually refreshed by clicking anywhere in the preview. MAIL MARKUP PRO 105

120 MANAGING OMR CONFIGURATIONS OMR Mark Settings OMR mark settings appear on the Select Marks sub-tab (Fig. 37) on the OMR Marks tab (Fig. 30). Each can be added to an OMR configuration, ordered and removed. Fig. 37 Select Marks sub-tab To open the Select Marks sub-tab, perform the following actions: 1. Select, add, copy or import an OMR configuration. 2. Click the Select Marks button (Fig. 38). Fig. 38 Select Marks button The following OMR marks are provided: Name Other Names Description BLANK BOC EOC FEEDER GATE Beginning Beginning of Collation End End of Collation Insert Start Bench Mark (B/M) Reading Check Mark A blank space the size of one mark plus the pitch. Beginning of collation. Identifies the last sheet of a collation. Base 2 sequence of which feeders to use. Normally appears on last page. Identifies the first sheet of a collation. 106 MAIL MARKUP PRO

121 MANAGING OMR CONFIGURATIONS Name Other Names Description NOT BOC NOT EOC PARITY SAFETY SEQUENCE STOP VOID Sequence Matching Verification Not beginning of collation. Not beginning of end of collation. Used if other marks total an odd number so the number of marks becomes even. If the Parity on Even Count setting is selected then it is used if other marks total an even number so the number of marks becomes odd. Usually the last mark to make sure the paper is not misaligned. Verifies that each collation contains the correct number of sheets in the correct order. Stop the folder inserter after a specific page determined by the Stop Mark on Page setting. A blank space the size of the pitch. NOTE: A description of each OMR mark is provided in the Select Marks sub-tab. The following OMR mark settings are also provided: Setting Stop Mark on Page Parity on Even Count Description Determines whether the STOP mark causes the folder inserter to stop on Every page, First page or Last page. Determines whether the PARITY mark is used when other marks total an even number instead of an odd number. Adding an OMR Mark To add an OMR mark to an OMR configuration, perform the following actions: 1. Open the Select Marks sub-tab (Fig. 37). 2. In the Available Mark list click the name of an OMR mark to select it. 3. Click the left arrow. The name of the OMR mark appears in the Mark Order list. MAIL MARKUP PRO 107

122 MANAGING OMR CONFIGURATIONS Ordering OMR Marks Removing an OMR Mark To move an OMR mark up or down in the Mark Order list, perform the following actions: 1. Open the Select Marks sub-tab (Fig. 37). 2. In the Mark Order list click the name of an OMR mark to select it. 3. Click the up arrow to move the selected OMR mark up the list, or click the down arrow to move the selected OMR mark down the list. To remove an OMR mark from the Mark Order list, perform the following actions: 1. Open the Select Marks sub-tab (Fig. 37). 2. In the Mark Order list click the name of an OMR mark to select it. 3. Click the right arrow. 108 MAIL MARKUP PRO

123 MANAGING OMR CONFIGURATIONS Dimension Settings OMR mark dimension settings appear on the Mark Dimensions sub-tab (Fig. 39) on the OMR Marks tab (Fig. 30). Fig. 39 Mark Dimensions sub-tab To open the Mark Dimensions sub-tab, perform the following actions: 1. Select, add, copy or import an OMR configuration. 2. Click the Mark Dimensions button (Fig. 40). Fig. 40 Mark Dimensions button The following dimension settings are provided: Setting Mark Minimum Distance Clear Space Description Determines the height, width and pitch in millimetres (mm) of OMR marks. The pitch indicates the distance between the top of an OMR mark and the top of the next, or the bottom of an OMR mark and the bottom of the next. Determines the minimum distance in millimetres (mm) from the top, bottom and side of a page where the clear (white) space* can appear Determines how much clear (white) space* in millimetres (mm) there is around OMR marks. MAIL MARKUP PRO 109

124 MANAGING OMR CONFIGURATIONS *CAUTION The clear (white) space is the area where OMR marks appear. It overwrites page content to prevent it from obscuring OMR marks. It is therefore paramount that important information on your mail pieces does not appear in this area. 110 MAIL MARKUP PRO

125 MANAGING OMR CONFIGURATIONS Position Settings OMR mark position settings appear on the Position sub-tab (Fig. 41) on the OMR Marks tab (Fig. 30). Fig. 41 Position sub-tab To open the Position sub-tab, perform the following actions: 1. Select, add, copy or import an OMR configuration. 2. Click the Position button (Fig. 42). Fig. 42 Position button The following position settings are provided: Setting Paper Size Orientation From Left Side* From Top Side* Reverse Side Description Determines the paper size of the PDF documents to be processed so OMR marks are positioned correctly. An Any Size option is selected by default but other options are available or can be added. Determines whether OMR marks are positioned vertically or horizontally on a page. Determines the position from the left side of the page where OMR marks are positioned. Determines the position from the top side of the page where OMR marks are positioned. Determines whether OMR marks are positioned on the reverse (even) side of multi-page mail pieces. Selecting this option is necessary for folder inserters that read the reverse (even) side of a page. MAIL MARKUP PRO 111

126 MANAGING OMR CONFIGURATIONS *NOTE: If the Any Size option in the Paper Size list box is selected, the From Left Side and From Top Side dimensions are a percentage. For all other options the dimensions are in millimetres (mm). Manually Positioning OMR Marks Managing Paper Size The From Left Side and From Top Side position settings allow you to specify the position of OMR marks by a percentage or by millimetres (mm). However, if preferred you can manually define the position by performing the following actions: 1. Specify OMR mark settings and dimension settings. 2. Open the Position sub-tab (Fig. 41). 3. Position the mouse pointer over the blue box on the white page. 4. Click then hold the mouse button. 5. Move the mouse until the blue box is positioned where you would like OMR marks to appear. 6. Release the mouse button. The From Left Side and From Right Side values now change to represent the position of the blue box. Paper sizes appear in the Paper Size list box on the Position sub-tab (Fig. 41) and can be added, edited and deleted as required. Paper size is specified in a Paper Size Settings dialog (Fig. 43) that appears after clicking the New or Edit button in the Position sub-tab. Fig. 43 Paper Size Settings dialog Adding To add a new paper size, perform the following actions: 1. Open the Position sub-tab (Fig. 41). 2. Click the New button. 3. In the Paper Size Settings dialog (Fig. 43) click inside the name edit box then specify a name for the paper size. 4. Click inside the Height edit box then specify a height in mm. 5. Click inside the Width edit box then specify a width in mm. 6. Click the Save button. A Save Changes dialog (Fig. 16) now appears asking you to confirm the save. 112 MAIL MARKUP PRO

127 MANAGING OMR CONFIGURATIONS After a paper size has been added, the name specified for the paper size appears as an option in the Paper Size list box. Editing To edit an existing paper size, perform the following actions: 1. Open the Position sub-tab (Fig. 41). 2. Click the Paper Size list box. 3. Click the required paper size option. 4. Click the Edit button. 5. In the Paper Size Settings dialog (Fig. 43) click inside the Name, Height and Width edit boxes then make the required change(s) to each one. 6. Click the Save button. A Save Changes dialog (Fig. 16) now appears asking you to confirm the save. NOTE: The Any Size paper size option cannot be edited. Deleting To delete an existing paper size, perform the following actions: 1. Open the Position sub-tab (Fig. 41). 2. Click the Paper Size list box. 3. Click the required paper size option. 4. Click the Delete button. A Confirm Action dialog (Fig. 17) now appears asking you to confirm the delete. CAUTION: NOTE: Deleting a paper size will remove it from OMR configurations that have it specified. This may cause these OMR configurations to work incorrectly. The Any Size paper size option cannot be deleted. MAIL MARKUP PRO 113

128 MANAGING OMR CONFIGURATIONS Feeder Settings OMR mark feeder settings appear on the Feeder sub-tab (Fig. 44) on the OMR Marks tab (Fig. 30). Fig. 44 Feeder sub-tab To open the Feeder sub-tab, perform the following actions: 1. Select, add, copy or import an OMR configuration. 2. Click the Feeder button (Fig. 45). Fig. 45 Feeder button The following feeder settings are provided: Setting Feeder Marks on Page First Feeder is Reader First Feeder Last Description Determines whether FEEDER marks are positioned on Every page, the First page or the Last page of each mail piece. Indicates the first FEEDER mark is reserved for reading and causes the Feeder #1 check box on the OMR Marks tab to be disabled. Indicates the first FEEDER mark is positioned after the last FEEDER mark. 114 MAIL MARKUP PRO