Scalable Production Mailing Solutions. Satori. Presort. Satori Presort. Release Notes. 8.00c January Simply Powerful

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1 Scalable Production Mailing Solutions Satori Presort Satori Presort Release Notes 8.00c January 2015 Simply Powerful

2 COPYRIGHT 2015 SATORI SOFTWARE INC th Ave, Suite 2200 Seattle, WA This manual and software are copyrighted by Satori Software Inc. All rights are reserved and neither manual nor software may be copied in any way without prior consent. Satori and Satori Software are registered trademarks of Satori Software Inc. The Satori Software logo is a trademark of Satori Software Inc. in the United States and other countries. The following trademarks are owned by the United States Postal Service: CASS, CASS Certified, DPV, elot, FASTforward, First-Class Mail, Intelligent Mail, LACSLink, NCOALink, Media Mail, PAVE, Post Office, Postal Service, PostalOne!, POSTNET, Standard Mail, RDI, The Postal Service, US Postal Service, U.S. Postal Service, USPS, ZIPtm, ZIP Code, ZIP + 4 and the United States Postal Service. All other trademarks are the property of their respective owners. V

3 Contents What's new in this release? 4 Feature changes and updates 4 Documentation available online 5 License keys are required for two new features 5 Air freight boxes for Periodical Flat Mailings 5 Air freight box preparation 6 When an AFB is considered "full" 7 Air freight box sortation 8 Air freight box pricing 8 Max AFB Mail Wt parameter 9 Max AFB Volume parameter 9 Max Internal AFB... parameters 10 Max Package Wt parameters 10 Electronic Verification System (evs) for IMpb 11 Electronic File Type parameter 12 evs Mailer IDs (MIDs) 12 Mail preparation for evs 12 Uniqueness tracking enhancements 13 Assigning and tracking unique serial numbers 14 Uniqueness periods of serial numbers 14 To assign and track unique barcode serial numbers 15 To assign and track electronic file numbers 16 How Presort populates MIDs for Parcel mailings 17 Multiple mail owners 18 New PW.IMBOwnrMID input field 18 1

4 First Class Irregular Parcel surcharge support 19 IMpb Compliance Changes for January Creating IM package barcodes for parcels 19 Including the Destination Delivery Address or Delivery Point Validated (DPV) 11-digit ZIP Code for ALL Parcel mailings 21 Mail.dat changes 22 Other changes 22 Presort Job Summary (.PJS) changes 22 Sample tracking database changes 23 Template changes 23 Postage statement changes 23 New Service Type Codes 23 Input and posting field changes 24 Removal of "MXD" from Pallet Placards 24 Fixed issues 24 Upgrading to Satori Presort 8.00c Upgrading a Windows standalone, server, or Remote Views client 26 Post-installation tasks 27 Upgrading a Windows client 27 Upgrading a UNIX machine 27 Upgrading Remote Views 28 Downloading service packs and fix packs 29 Running Edjob 30 Job file parameter, note, and value changes 30 Execution block 30 Intelligent Mail block 30 Version Default and Version Description blocks 31 Multi-Piece Parcel Description block 33 2

5 Mail.dat block 33 Shipping Services File block 34 USPS Data Path update script 35 Directory updates 36 Directory release schedule 36 Mail Direction files and labeling lists 36 Accessing Documentation 37 Documentation installed with the software 37 Documentation available online 38 Download and installation assistance 38 Contacting Satori Software Technical Support 42 3

6 What's new in this release? Satori Presort 8.00c (Service Pack 17 or "SP17") supports the USPS Winter 2015 Minor PostalOne! Release changes that will be deployed on January 25, This release contains two new add-on features that require license keys to use: Air Freight Box support and evs support. For more information, please contact your Satori Sales Representative. There are no price changes in this release. Important: Due to the discontinuation of Windows XP support by Microsoft in April 2014, we are planning to end support for Presort on the Windows XP platform after the USPS Winter 2015 Major PostalOne! Release (in Q1 2015). SP17 is the last release that will include support for Presort on Windows XP. The first release that will not support Presort on the Windows XP platform will be the USPS Spring 2015 Major PostalOne! Release. Feature changes and updates License keys are required for two new features Air Freight Box for Periodical Flat Mailings support (requires a license key) Note: This feature was released in SP16 on a limited basis. It is now available for general release. Electronic Verification System (evs) for IMpb support (requires a license key) Uniqueness tracking enhancements Uniqueness periods of serial numbers IMpb tracking EFN tracking How MIDs are populated in the Shipping Services File IMpb for Standard Mail parcels support First-Class Package Service Parcels at single piece rate in the Shipping Services File support First Class Irregular Parcel surcharge support New IM parcel barcode compliance requirements that go into effect January 25, 2015: Parcels require unique IM package barcodes. (Presort no longer supports nonbarcoded parcels.) Parcels require either the Destination Delivery Address or the Delivery Point Validated (DPV) 11-digit Zip Code in the Shipping Services File. 4

7 Mail.dat changes Other changes Fixed issues Documentation available online The Satori Presort 8.00c Release Notes are available online. All other Presort documentation is now available online as well. See Accessing Documentation for more information. License keys are required for two new features Presort requires license keys for the following new features: Air Freight Box support Electronic Verification System (evs) for IMpb support Contact your Satori Software Sales Representative for more information. Air freight boxes for Periodical Flat Mailings This feature requires a license key to use. Contact your Satori Sales Representative for more information. Air freight boxes (AFBs) are used for expedited delivery of time-sensitive materials. You can ship mail by air and then submit by surface entry at USPS induction plants that are closer to the mail destination. AFBs are used only for mailing Periodicals flats. Using AFBs allows for faster delivery time and lower postage paid, but costs more overall due to the cost of shipping by air. Delivery time is faster because it is shipped by air part of the way. (Delivery time would be longer if the mail were shipped entirely by ground from an entry point closer to you.) Postage is based on the distance from the entry point to the destination. The postage for mail submitted at an entry point closer to the destination is lower than it would be if the mail were submitted at an entry point closer to you (farther from the destination). The cost for shipping the mail by air freight to an entry point closer to the destination can be high and will likely cause the overall cost of shipping the mail by air and ground (cost of shipping to an entry point closer to the destination plus postage from that entry point) to be higher than shipping the mail entirely by ground from an entry point closer to you. 5

8 AFBs must be submitted with an 8125 unless you are using einduction or surface-visible containers to submit the mail. AFBs are prepared much in the same way as pallets, but with some important differences. For more information, see AFB preparation. AFBs receive either a sack container charge or pallet container charge based on weight. For more information, see AFB pricing. AFBs are reported as a container type of "Air Box" in the Mail.dat CSM record. Sibling AFBs are not supported by Presort. Note: Preparing AFBs requires you to copy and paste the Presort Scheme: PER, Packages in Air Freight Boxes block from the Master Job File (master.pst) into your job file. Air freight box preparation AFBs must be prepared according to DMM Preparing Pallets. Packages must be prepared according to DMM Periodicals Bundles, Sacks, or Trays. AFBs are prepared much like pallets. Some similarities include: Two adjacent sides of the AFB must be labeled with a placard just like pallets. You use the same placards as you do for pallets. You can use IM container barcodes to assign and track unique serial numbers. You can set the bundle size. You can use Mailflow to change the output sequence. There are some differences, however: AFBs are smaller than pallets and generally do not weigh more than 200 pounds. SCF container protection is not supported. Leveling is not allowed. AFBs must be filled before starting the next one so that there are as few AFBs created as possible. This is done to optimize space in the cargo area. Only MADC and Origin MADC AFBs can be less than full and can contain as few as one bundle. (These partially full AFBs are cut down and stacked to optimize cargo space.) There are no containers used inside AFBs. Bundles are placed directly into the AFB. No trays or sacks are used. (However, an AFB is charged either a pallet or sack container charge depending on the weight, rather than a specific "AFB" rate. For more information, see AFB Pricing.) The minimum weight for an FSS Scheme AFB is based on the weight of the AFB, not 250 pounds as it is for pallets. If you have enough mail to fill an AFB destined to a single FSS Scheme, an FSS Scheme AFB will be made. If you choose to make FSS Facility AFBs, 6

9 they are made in the same way as all other non-mixed levels (when there is enough mail to fill the AFB). All required documentation must be placed into the AFB. (An 8125 is also required unless you are submitting the AFB using einduction.) AFBs are set up in the PER, Packages in Air Freight Boxes scheme block, which has many of the same parameters as the PER, Packages on Pallets block. Parameters specific to AFB are: Max internal AFB Height Max internal AFB Width Max internal AFB Depth Max AFB Package Wt Max AFB Mail Wt Max AFB Volume In addition, the Automation Barcode Type parameter in the Version Defaults or Version Description blocks must be set to FULL, BASIC, FROM_SRVC_TYPE, or left blank. When an AFB is considered "full" Presort uses the size and weight information of the AFB and the packages to determine the maximum number of packages that can fit into the AFB. Presort first calculates the internal volume of the AFB based on its internal height, width, and depth. Then, the maximum amount of mail that can fit into the AFB is determined based on the internal volume, maximum package weight (Max AFB Package Wt) and maximum thickness of a package (Max Package Thickness), the maximum weight of the AFB (Max AFB Mail Wt), and the maximum amount of the internal volume of the box to fill. Presort will fill the box to within 95% of the specified maximum weight or calculated maximum volume, whichever is reached first. For example, if the maximum weight of the AFB is set to 200 pounds, Presort will make the AFB when the weight reaches at least 190 pounds (95% of 200 pounds). There must be enough mail (at least 95% of the maximum weight or maximum volume) in a level for the AFB to be made; otherwise the mail will fall to the next level. In some cases, Presort may make an AFB that is less than 95% of the maximum weight or volume. For example, if the maximum weight is 200 pounds, and there is a total of 101% of a full container's worth of mail (202 pounds) for a level, and the last package that won't fit weighs more than 5% of the maximum weight (for example, 20 pounds, which is 10% of the maximum weight), that last package won't be placed into the AFB. Instead, a 182-pound AFB would be made and the last 20 pound package would fall to the next level. Smaller packages will lessen the likelihood of this scenario happening. What is considered a "full" AFB can also vary per mailing due to size limitations imposed by entry points, destinations, and airlines. Be sure to take these limits into account when setting up your scheme block and when manually mapping schemes to entry points. When selecting a carrier airline, 7

10 you will need to work with them to determine their weight and volume limits to ensure your AFBs do not exceed the limits. The maximum AFB internal volume in cubic inches and maximum number of pieces (not packages) that will fit into the AFB are reported on the Presort Job Summary report. The maximum number of pieces reported is not the actual count of the number of pieces that will be placed into the AFB; it is only a calculation of how many pieces could potentially fit. The actual count can vary, especially if you have multiple versions. The maximum number of pieces is calculated based on the smallest version in the mailing. Air freight box sortation AFB sortation rules are somewhat different from rules for pallets: At each sort level within the mailing, there must be enough mail to fill at least one AFB (determined by maximum weight or maximum volume, whichever is reached first). Otherwise the mail will drop to the next sortation level. Each AFB must be filled before the next AFB can be created. Only the last AFB in a mailing may be less than full, and that mail will sort to the MADC or Origin MADC level. If there is not enough mail in the job to fill one AFB, a partially full AFB will be made and will sort to the MADC or Origin MADC level. Any "overflow" mail from a level (mail remaining after the last AFB reaches the maximum box weight, but not enough to fill another AFB) to that destination will fall to the next level. If there is not enough mail at that level to fill an AFB, the mail will continue sorting to lower levels until a full AFB can be made. If there is not enough mail in all of the remaining lower levels combined, a partial AFB will be made, which will sort to the MADC or Origin MADC level. There are no "overflow AFBs" created. Each AFB will be sorted to the finest extent, whether it is reported as a sack (weighing 70 pounds or less) or a pallet (weighing more than 70 pounds). AFBs must be prepared in the sort level sequence listed in DMM Periodicals Bundles, Sacks, or Trays. For details about what "full" AFBs are, see the "When an AFB is considered 'full'" section in AFB Preparation. Air freight box pricing AFBs are charged either a pallet or sack container charge, depending on the weight, and per entry level. There is no specific "AFB" container charge. AFBs more than 70 pounds receive pallet container charges. AFBs less than or equal to 70 pounds receive sack container charges. 8

11 AFBs are listed as pallets or sacks on the postage statement based on their weight and in the Container Charge Summary of the Qualification Report. They are reported as a container type of "Air Box" in the CSM record. Bundle charges are applied to packages inside AFBs just as they are with packages on pallets. These charges are all reflected on PS-3541 and in the Container Charge Summary on the Qualification Report. Max AFB Mail Wt parameter Use this parameter to set the maximum weight of the AFB. You can set the maximum weight to between 20 and 2200 pounds. Most AFBs allow a maximum weight of 200 pounds; the maximum box weight may vary depending on destination/origin airport and/or box size. You control the maximum amount of mail per AFB with this parameter and the Max AFB Volume parameter. When 95% of either the maximum volume is reached or the maximum weight is reached (whichever comes first), the AFB is considered "full" and the box will be made. (See AFB Preparation in the Presort User Guide for more information about when an AFB is considered "full.") The maximum box weight may vary depending on destination/origin airport and/or box size, so what is considered a "full" AFB can vary per mailing. Note: Leveling is not allowed for AFBs. They must be "full" before the next one can be created. Only the last AFB for a mailing can be less than full, which will be made at either the MADC or OMX level. Max AFB Volume parameter This parameter controls how much of the internal volume of the AFB must be filled to be considered "full." The Max AFB Volume parameter is a percentage of total cubic inches, as determined by the height, width, and depth measurements as set in the Max internal AFB parameters. You can set this parameter to between 75% and 100%. You control the maximum amount of mail per AFB with this parameter and the Max AFB Mail Wt parameter. When 95% of either the maximum volume is reached or the maximum weight is reached (whichever comes first), the AFB is considered "full" and the box will be made. (See AFB Preparation in the Presort User Guide for more information about when an AFB is considered "full.") However, the maximum box weight may vary depending on destination/origin airport and/or box size, so what is considered a "full" AFB can vary per mailing. Note: Leveling is not allowed for AFBs. They must be "full" before the next one can be created. Only the last AFB for a mailing can be less than full, which will be made at either the MADC or OMX level. 9

12 Max Internal AFB... parameters Set the internal dimensions (in inches) of the AFB using these parameters. Max Internal AFB Height Max Internal AFB Width Max Internal AFB Depth This information is used to calculate the maximum internal volume of the AFB in cubic inches. Be sure to enter accurate measurements; do not round up. Otherwise the calculated volume could be larger than the actual volume, which can affect the maximum number of packages that are calculated to fit into the AFB. Measurement accuracy is especially important if you have multiple versions with varying aspects such as different package sizes. Presort will calculate the volume and maximum number of packages as accurately as it can when considering these variations. Note: The Max internal AFB Height must be larger than the height of one package (as specified in the Max Package Thickness parameter). Otherwise you will receive an error. Be sure to use a box with a height that will accommodate your package height. Max Package Wt parameters This topic applies to the following parameters: Max Pallet Package Wt Max AFB Package Wt You can use the Package Weight parameter or the Max Package Thickness parameter, or both, to set the maximum package size. It is recommended that you use both. The software forms a package when it reaches one limit or the other. The USPS sets the minimum package weight at 10 pounds. Choose a maximum package weight between 10 and 20 pounds. Package weights of more than 20 pounds up to 40 pounds are allowed in certain mailings. Refer to the DMM for details. You'll want to set the package size large enough to minimize the number of packages you need to make, but small enough to stay within the limitations of your binding equipment. You also might consider reducing the number of heavy packages that your mail-room staff must handle. Note: A lower maximum package weight will allow more mail to fit into an AFB so that it can be as full as possible. (If the last package for an AFB is too thick or too heavy, it will not be put into the AFB, and there will be some space leftover. If the packages are smaller, more of them can be placed into the box to fill up any remaining space before the box is full.) 10

13 Electronic Verification System (evs) for IMpb This feature requires a license key to use. Contact your Satori Sales Representative for more information. The Electronic Verification System (evs ) allows parcel shippers to prepare parcel mailings with IMpb compliant shipping labels, submit a single Shipping Services File (.manifest) for Tracking and Postage Payment, and manage quality across all mailings with a monthly reconciliation process. There are many benefits of using evs: You can use a single national permit account for all mailing sites. There is no permit imprint application fee. You can bypass the traditional Mail Acceptance/Verification process at Business Mail Entry Unit; enter mail directly at Origin or Destination facilities. Mail entry times are flexible with FAST appointments. You do not need to submit PS Form 8125 for Drop-Shipments. Electronic postage statements generated from the Shipping Services File are visible in PostalOne! along with additional account monitoring and mailing data reports. Note: evs requires secure transmission of materials in order to ensure data security and integrity of its systems and those of USPS customers. You must generate a Shipping Services File type 1 when using evs. You specify the file type in the Electronic File Type parameter. File type 1 requires that the electronic file number (EFN) in the Header record and the IMpb number in the Detail 1 record be unique for 180 days. Also, certain fields in the Detail 1 record that are not required for file type 2 are mandatory for file type 1. See Shipping Services File in the Presort User Guide for more information. The following references contain more details about using evs: USPS IMpb Implementation Guide for Confirmation Services and Electronic Verification System (evs) Mailers (Publication 199) USPS Electronic Verification System (evs ) Business and Technical Guide (Publication 205) DMM Electronic Verification System RIBBS evs information 11

14 Electronic File Type parameter Specify the type of Shipping Services File to generate with this parameter. Options are as follows: Option Description 1 File type 1 for evs tracking and postage. 2 File type 2 for Confirmation Services tracking only. See "Shipping Services File" in the Presort User Guide for more information. evs Mailer IDs (MIDs) Using evs requires a unique MID that identifies the evs mailer or the evs mailer s client, and can only be used for evs mailings and data file transmission. Each evs mailer must have a single master MID (used for file transmissions from the evs mailer and must be the MID used in the unique EFN submitted for all evs files), and may have multiple piece MIDs relating to each mailing site. Mail Service Providers (MSP) must have a unique MID for each client. For information on how MIDs are populated in the Shipping Services File, se er ID (MID) and Mail Ownership in the Presort User Guide. An evs MID typically contains 9 digits and begins with "9". It is possible to get a 6-digit MID if you meet certain conditions. To receive an evs MID, you must first establish a permit account number exclusively for evs use and obtain a CAPS Debit postage payment account. Then you can request a Mailer Identification (MID) number from the USPS Business Customer Gateway. You must then have those MIDs evscertified. See "Appendix B: evs Applications" in the USPS Electronic Verification System (evs ) Business and Technical Guide for details. Mail preparation for evs You must prepare mail for evs according to the standards in DMM 705 and the following additional standards: Only items as defined in the DMM may be mailed using evs. Assigned evs permit imprint may only be used as the postage payment method for evs mailings. Destination entry rate mail must meet the applicable standards in the DMM. Presort rate mail must meet the applicable presort standards and volumes in the DMM. All mail must meet the classification and content eligibility requirements in the DMM. Content Based Prices (Bound Printed Matter, Library Mail and Media) are subject to inspection and review. 12

15 evs mail must be separated from non-evs mail when presented for mailing. At a minimum, evs and non-evs mail must be presented in separate containers and clearly identified. Postage must be computed according to the applicable standards in the DMM, including DMM for computing postage. Parcel marking requirements: Each parcel included in an evs mailing must bear the same permit imprint indicia following the standards in DMM on use and format Each parcel mailed under evs must bear the appropriate evs label with all the appropriate markings following the standards in DMM. Please refer to the USPS Parcel Labeling Guide, available on RIBBS, for further details and sample images. Container marking requirements: DMM (b) "Elements on the Face of a Mailpiece -- Exceptions to Markings": Mail manifested using the Electronic Verification System (evs) under must bear the basic marking and the additional marking evs (or the alternative "e-vs" or "EVS") in two places: In the required permit imprint as described in In the human-readable text above the required barcode described in and DMM "Electronic Verification System": All sacks containing parcels prepared and identified using the Electronic Verification System (evs) under must show "evs" (or the alternatives "EVS" or "E-VS") on the label directly below Line 3 using the same size and lettering used for Line 3. As an option, "evs" may be placed as the first element on Line 3. Label design files that meet these requirements are available in Satori Label Studio 7.90c Uniqueness tracking enhancements To comply with the USPS IMpb requirements, all parcels are now required to have a unique IM package barcode. Presort now supports uniqueness tracking of IM package barcodes. You can also assign and track IM container barcodes for Airboxes, which are assigned and tracked just like pallets. Presort also supports uniqueness tracking of Electronic File Numbers in the Shipping Services File. The EFN in the H1 record of the Shipping Services file must be unique for 120 days beginning on January 25, 2015, (however Presort will enforce a uniqueness period of 180 days). There is no need to change your database structure or table values to incorporate EFN tracking; Presort will automatically apply 180-day compliance for EFN values. 13

16 Note: If you have assigned EFNs in the previous 120 days, you can contact Support for assistance in putting them into your tracking database so that when you set Presort to automatically assign numbers, their uniqueness will be maintained and not assigned to another Shipping Services File before the required 120-day uniqueness period is over. Because of these compliance requirements, we modified how Presort populates MIDs in the Shipping Services File. Assigning and tracking unique serial numbers As a requirement to comply with the Full Service Mail option, the USPS requires that information such as Intelligent Mail (IM) barcodes and electronic file numbers be unique for a minimum number of days from the postage statement mailing date. Presort can automatically create unique serial numbers and assign them to letters and flats, trays/sacks, pallets, parcels, and air freight boxes (AFB). (AFB numbers are tracked as pallet numbers, not sack numbers, regardless of the AFB weight. See AFB pricing for details.) Note: The feature is sometimes referred to as "IMb tracking," "IMpb tracking," or "uniqueness tracking." See for more information about Intelligent Mail. Uniqueness periods of serial numbers Uniqueness periods of serial numbers vary depending on what the number is tracking: IM barcodes (IMb) must be unique for at least 45 days for letters and flats. IM parcel barcodes (IMpb) must be unique for 180 days for parcels. Presort will enforce a uniqueness period of 180 days for the Electronic File Number (EFN). (The EFN is used in the Header 1 record of the Shipping Services File to uniquely identify the file.) Presort will enforce a uniqueness period of 180 days for pallet barcodes for all piece types (letters, flats, and parcels). Presort does not track pallets of letters and flats separately from pallets of parcels, so ALL pallet barcodes must be unique for 180 days. Container (tray and sack) barcodes must be unique for 45 days if the container holds letters or flats, or 180 days if the container holds parcels. Presort tracks containers of letters and flats separately from containers of parcels; containers have a different CIN for each mail class that provide uniqueness. Air freight box (AFB) barcodes are tracked like pallets, and therefore will be unique for 180 days. By default, Presort will enforce the uniqueness of a serial number for the minimum number of days required, from the date in the Date to Start Tracking parameter. You can increase the uniqueness periods to 90, 180, or 365 days for letters and flats and 365 days for parcels and the electronic file number by using a copy of one of the sample databases located in the...\ss\pst\samples 14

17 folder. (Be sure to make a copy of the sample database and place it in the appropriate location for this purpose before you use it;do not write to the sample database itself.) If you need a uniqueness period of something other than 45, 90, 180, or 365 days, or are using an existing tracking database file and want to change the uniqueness period, contact Satori Technical Support for assistance. The sample tracking database files are: Filename sample_45.s3db* sample_90.s3db sample_180.s3db sample_365.s3db Uniqueness period 45 days 90 days 180 days 365 days * If you are using the 45-day uniqueness tracking database file, or a tracking database file that was provided prior to SP15, verify that the Date to Start Tracking value is accurate. Sample job #3 is set up to assign and track serial numbers, located in...\ss\pst\samples. The filenames for each platform are: UNIX: quikunx3.pst Windows: QUIKWIN3.PST To assign and track unique barcode serial numbers This section describes the parameters for assigning and tracking unique barcode serial numbers. For instructions on assigning and tracking electronic file numbers, see To assign and track electronic file numbers. Assigning barcode serial numbers Set the following parameters as shown to assign barcode serial numbers. Note: The AUTO option for all serial number start parameters is used for automatically assigning and tracking serial numbers. Presort will automatically assign the next available serial number and track it in the tracking database. If AUTO is specified in any of the serial number start parameters, you must set up your job for tracking. Execution block Intelligent Mail Barcode imb or impb Intelligent Mail block Pallet Serial Num Start Pallet Serial Num is Alphanum <your number> or AUTO Y or N 15

18 Intelligent Mail block Tray/Sack Serial Num Start Tray/Sack Increment Serial Num <your number> or AUTO Y or N Version Defaults block IMb/IMpb Serial Num Start IMb/IMpb Serial Num Max IMb/IMpb Increment Serial Number <your number> or AUTO <your number> Y or N Version Description block IMb/IMpb Serial Num Start IMb/IMpb Serial Num Max IMb/IMpb Increment Serial Number <your number> or AUTO <your number> Y or N Tracking barcode serial numbers In addition to setting the parameters for assigning barcode serial numbers, set these parameters as shown to track the serial numbers. Intelligent Mail block Track Serial Nums IMb/IMpb Job ID (to 8 chars) IMb/IMpb Database (path & imb.s3db) Date to Start Tracking (MMDDYYYY) Y <job ID#> <database path and filename> This path must point to an initialized database (.s3db) file, such as the file provided with Presort. <The first day of the uniqueness period> To assign and track electronic file numbers This section describes the parameters for assigning and tracking unique electronic file numbers. For instructions on assigning and tracking barcode serial numbers, see To assign and track unique barcode serial numbers. Assigning electronic file numbers Set the following parameters as shown to assign electronic file numbers. Note: The AUTO option for all serial number start parameters is used for automatically assigning and tracking serial numbers. Presort will assign and track the next available serial number in the 16

19 tracking database when you specify AUTO. If AUTO is specified in any of the serial number start parameters, you must set up your job for tracking. Shipping Services File Elec. File Num Serial Num Start <number> or AUTO Tracking electronic file numbers In addition to setting the parameters for assigning electronic file numbers, set these parameters as shown to track the numbers. Intelligent Mail Track Serial Nums IMb/IMpb Job ID (to 8 chars) Y <job ID#> IMb/IMpb Database (path & imb.s3db) <database path and filename> This path must point to an initialized imb.s3db file, such as the file provided with Presort. Date to Start Tracking (MMDDYYYY) <The first day of the uniqueness period> How Presort populates MIDs for Parcel mailings Presort uses the value in the Elec. File Num Mailer ID parameter from the Shipping Services block to create the Electronic File Number in the H1 record (position 4-37). Presort populates the Tracking Number field (position 3-36) in the D1 record with the mail preparer MID, which comes from the IMB Mailer ID parameter in the Version Defaults block or the PW.IMB_ MID input field. (This is the MID of the company that is managing the mailing.) Note: Either the IMB Mailer ID parameter in the Version block or the PW.IMB_MID input field can be populated with the mail preparer MID. If both of these are populated, Presort defaults to using the MID in the PW.IMB_MID field. The way Presort populates the mail preparer MID and mail owner MID into the D1 record of the Shipping Services File depends on if you are the mail preparer only, or both the mail preparer and the mail owner. Presort determines this by comparing the mail preparer MID (from either the IMB Mailer ID or the PW.IMB_MID field) and the mail owner MID (from the Mailer ID of Mail Owner or the PW.IMBOwnrMID field). 17

20 If the MIDs do not match, Presort determines that you are the mail preparer only. Presort populates the Logistics Manager Mailer ID field (position ) with the mail preparer MID, which comes from the IMB Mailer ID parameter in the Version block or the MID in the PW.IMB_MID input field. Presort populates the Mail Owner Mailer ID field (position ) with the mail owner MID, which comes from the Mailer ID of Mail Owner parameter in the Version block or the PW.IMBOwnrMID input field. If the MIDs do match, Presort determines that you are both the mail preparer and the mail owner. Multiple mail owners Presort will NOT populate the Logistics Manager Mailer ID field OR the Mail Owner Mailer ID field of the D1 record. Because both MIDs are the same, the Tracking Number, which contains your mail preparer MID, is all that is needed to indicate that you are both the mail preparer and the mail owner. If you have multiple mail owners in a job, you can populate the PW.IMBOwnrMID input field to assign a specific mail owner MID to each piece in the job. This MID will take precedence over the MID in the Mailer ID of Mail Owner ID parameter in the Version Block. New PW.IMBOwnrMID input field PW.IMBOwnrMID is a new input field for the mail owner MID. Presort uses the MID in this field to populate the Mail Owner Mailer ID field (position ) in the Shipping Services File. For more details, see the How Presort populates MIDs. You can also use PW.IMBOwnrMID for Mail.dat: To generate auto-versions based on the mail owner MID and create distinct MPA/CPT records based on the mail owner MID in Mail.dat. To pull in the mail owner MID when Multiple Mailer IDs per Version is set to N. However you must be careful to not accidentally create a single version mailing with multiple owners. Presort does not verify whether the MIDs are consistent across a version. Each time a MID is read from the input file, Presort copies it to a Version structure and overwrites any existing MIDs. Mail.dat pulls the MID from this structure to populate the MPA and CPT records. If you are creating a single-version mailing but your input set has multiple distinct MIDs in PW.IMBOwnrMID, the last MID that was read in will be present in the Version structure and will be the MID that Mail.dat uses in the MPA/CPT records. You cannot use the new PW.IMBOwnrMID field to pull in the mail owner MID when Multiple Mailer IDs per Version is set to Y and IMb/IMpb Owner By/For Option is set to MID or BOTH. You must manually populate Mailer ID of Mail Owner in each Version Description block in this case. 18

21 First Class Irregular Parcel surcharge support Presort now supports the surcharge for First Class Irregular Parcels. According to DMM , unless prepared in 5-digit/scheme containers, a surcharge applies for presorted parcels that are irregularly shaped, such as rolls, tubes, and triangles. To specify that a mailing contains First Class Irregular parcels, set the Processing Category parameter in the Version blocks to "1C IRREGULAR PARCEL". Parcel surcharges will appear on line C6 in Part C - Parcels in the First-Class Package Service section of postage statement PS FCM. This line will show the number of pieces that received the surcharge and the total postage. IMpb Compliance Changes for January 2015 Effective January 25, 2015, the USPS will charge a $0.20 non-compliance fee for each IMpb piece in a mailing that does not meet the minimum threshold percentage of compliance. The percentage charged depends on the category of compliance, each of which has its own threshold, as shown: IMpb Compliance Thresholds January 2015 Unique IMpb trackable barcode 99% Destination delivery address or Delivery Point Validated (DPV) 11- digit ZIP in the file 98% Shipping services file 1.6 or higher, including required data elements 97% Presort no longer supports non-barcoded parcels. If you create a non-barcoded parcel, it must be entered as a retail single piece. To create IM package barcodes, see Creating IM package barcodes for parcels. All parcels also require the Destination delivery address or Delivery Point Validated (DPV) 11-digit ZIP Code. Important: Presort does not verify whether your mailing is within these thresholds, nor will it calculate any non-compliance fees. You must ensure that your mailings meet the minimum compliance percentages to avoid being charged the non-compliance fee. Creating IM package barcodes for parcels All parcels must have an Intelligent Mail package barcode (IMpb). IM parcel barcodes must be unique for 180 days. This section describes how to set up Presort to create IM package barcodes. See Assigning and tracking unique serial numbers for information about enforcing serial number uniqueness. To create IM package barcodes, perform the following tasks: 1. Set the Intelligent Mail Barcode parameter in the Execution block to IMpb. 2. Set up the Intelligent Mail block. 19

22 3. Set the following parameters in the Version Description block. For information about these parameters, refer to the Presort Job File Reference. Automation Barcode Type IMpb Barcode Length Digits IMb/IMpb Mailer ID (or PW.IMB_MID in the input file) IMb/IMpb Serial Num Start IMb/IMpb Serial Num Max IMb/IMpb Increment Serial Number IMb/IMpb Srvc Type ID/Code (or PW.Srvc_Type in the input file) IMb/IMpb Owner By/For Option 4. Populate the input file with the following fields and define them in.def file. For information about these fields, refer to the Quick Reference for Views and Job File Products Guide. PW.AdrSsfUpa PW.ZIP and PW.ZIP4 or PW.ZIP10 if the ZIP and ZIP+4 are in the same field PW.DPBC PW.IMB_MID (if IMb/IMpb Mailer ID was not populated in the Version Description block) PW.IMB_Serial (if you are importing your own serial numbers) PW.Srvc_Type (if IMb/IMpb Srvc Type ID/Code was not specified in the Version Description block) Note: The information you set in your PW fields overrides anything you set up in the job file. When using input fields to set the Mailer ID and/or Sequence Number, you are fully responsible for the uniqueness. 5. A Transaction ID is required for IMpb compliance. It is a unique 12-digit number made up of two parts: a date (year, month, and day) and a four-digit number (YYYYMMDD####. Enter a date in the IDEA Pstg Stmt Mlg Date parameter in the Entry Point Description block. Presort uses this date in the date part of the ID (YYYYMMDD). See "How the Transaction ID is created" in the Presort User Guide for more information. 6. Set up the Address Output File Create block to add the following fields: IMPB_Dest,8,c - Contains the Routing AI and ZIP Code digits of the package barcode. 20

23 IMPB_PIC,26,c - Contains the Channel AI, Service Type Code, MID, Serial Number and Check Digit. IMPB_Human,32,c - Contains the human readable portion of the IMpb for the address label, includes a space after every 4 digits. 7. Setup the Address Output File Posting block to post these fields.for information about these fields, refer to the Quick Reference for Views and Job File Products Guide. AP.IMPB_Dest AP.IMPB_PIC AP.IMPB_Human 8. Set the following parameters in the Shipping Services File block: Output File Elec. File Num Mailer ID Elec. File Num Serial Num Start Time Of Mailing Elec. File Type The software automatically creates the information required for Intelligent Mail barcode pallet and sack labels for parcels when Create Package Output File and/or Create Container Output File are set to Yes. Including the Destination Delivery Address or Delivery Point Validated (DPV) 11-digit ZIP Code for ALL Parcel mailings To comply with the USPS IMpb requirements, ALL Shipping Services Files must include either the complete Destination Delivery Address or Delivery Point Validated (DPV) 11- digit ZIP Code. If neither of these pieces of information is provided, mail pieces will receive the single piece rate, or not sort at all, depending on the class of mail. The 11-digit DPV ZIP Code consists of the 5-digit ZIP Code, the ZIP+4, and the 2-digit Destination Delivery Point. You must define the following input fields in your DEF file and map them to the appropriate fields: PW.ZIP (ZIP Code field) and PW.ZIP4 (ZIP+4 field), or PW.ZIP10 (field for both ZIP and ZIP+4, including the hyphen) PW.DPBC (Destination Delivery Point field) If the 11-digit ZIP Code is not available, Presort will use the destination delivery address information to populate the Shipping Services File (.manifest) and the Uncoded Parcel Address (UPA) file. You must define PW.AdrSsfUpa in your definition file and map it to the primary address field of your input file in order for the D2 record to be created properly. (For example: PW.AdrSsfUpa=addr_1.) 21

24 This field must be populated with the destination delivery address when the 11-digit ZIP Code is not present. Presort first looks for the 11-digit ZIP Code to verify that the piece should qualify for presorted prices. If an address does not have an 11-digit ZIP Code, Presort looks at the PW.AdrSsfUpa input field for destination delivery address information. If any information in present in this field, Presort will treat the record as if it has an 11-digit ZIP Code and allow it to qualify for presorted prices. You must create.upa file if the 11-digit ZIP Code is not available. To create a.upa file, set the Create IDEA UPA File (Y/N) to Y in the IDEA Mail.dat block. Mail.dat changes Container Summary Record (.CSM) Added the value of AB for Air Box to the Container Type field Container Quantity Record (.CQT) S will appear in the Barcode Surcharge Indicator field in the CQT when there are First Class Irregular Parcel surcharges. Other changes Presort Job Summary (.PJS) changes For Air Freight Box support: The.PJS will show the maximum number of pieces that can fit into the AFB ("Max Pieces in AFB") and the maximum volume of the AFB ("Max AFB Calculated Vol Cu In"), which is based on the Max AFB Height, Max AFB Width, and Max AFB Depth parameter entries. For uniqueness tracking enhancements: The Job Summary will display three lines each for the pallet, tray/sack, and version (piece) serial numbers: Whether AUTO was specified as the input in the corresponding serial number start parameter The starting serial number The last used serial number Note: If no numbers were used for pallets or sacks/trays, "NONE USED" will be printed. 22

25 The Job Summary will display two lines for the electronic file numbers: Whether AUTO was specified as the input in the corresponding serial number start parameter The range of serial numbers used (for example, 3-7). For IMpb compliance: Because all parcels require barcodes as of January 25, 2015 to comply with IMpb requirements, the "Parcel is Barcoded" line will no longer appear in the Version and Multi-Piece Parcel areas of the.pjs. Sample tracking database changes Sample databases and the Quikjob3 database have been updated to track Electronic File Numbers. Template changes All templates (except for Custom Market Mail, a_cmm.pst) have been updated for IMb or IMpb as applicable. There is no specific template for an evs job, but you can use any template that is set up for IMpb and change Electronic File Type to 1 in the Shipping Services File block. (evs is an add-on feature which requires a license to use.) In the First Class Parcel template (1_parcel.pst), the Processing Category parameter has been updated to contain 1C IRREGULAR PARCEL as an available option. The parameter value now appears as **1C PARCEL or 1C IRREGULAR PARCEL. Postage statement changes Parcel surcharges will appear on line C6 in Part C - Parcels in the First-Class Package Service section of postage statement PS-3600-FCM. This line will show the number of pieces that received the surcharge and the total postage. New Service Type Codes New Service Type Codes (STCs) have been added to support IMpb: 702: IMpb Standard Mail (non-marketing) 703: IMpb Standard Mail: Marketing Parcels without USPS Tracking 704: IMpb Standard Mail: Marketing Parcels with USPS Tracking See Appendix I of the USPS IMpb Implementation Guide for Confirmation Services and Electronic Verification System (evs) Mailers (Publication 199) for a complete list of STCs. 23

26 Input and posting field changes The following IMb input and posting fields are now also used for IMpb for parcels: PW.IMB_CRID PW.IMB_MID PW.IMB_Serial AP.IMB_ADR_MI AP.IMB_ADR_SN AP.IMB_PLT AP.IMB_RTAUTO AP.IMB_TRYSCK Removal of "MXD" from Pallet Placards To align with a change made in the DMM to FSS Facility Pallet Preparation and Labeling requirements for PER ( b), STD ( ), and BPM Flats ( ), MXD will no longer appear on the first line of FSS Facility pallet placards. Fixed issues The following issues have been fixed or addressed in this release: Issue number PRSRT-220 PRSRT-1518 PRSRT-1522 PRSRT-1584 Issue description Presort was incorrectly assigning "Basic or non-auto" STID 784 to firm bundles with more than six pieces, and STID 038 to firm bundles with six or fewer pieces. A new, empty sample database for IMb tracking has been added called quikjob3.s3db, for use with sample job #3 only. Both QUIKWIN3.PST and quikunx3.pst sample job files have been updated to point to this new database file (rather than sample_45.s3db). This database file is intended for use with sample job #3 only. It is not intended for use with production jobs. Presort was not tracking 9-digit serial numbers from an input file correctly. The issue causing the following error in Presort Views has been fixed: "Error in opening the file "", as a PER/PSVC Zone Dir" (and other auxiliary files) In some situations, after verifying a job in Presort Views, if the next job to verify required different auxiliary files, Presort would attempt to verify the job using the previous auxiliary files. 24

27 Issue number PRSRT-1791 PRSRT-1845 Issue description Because Pallet and Sack barcodes are now always required for parcels, the IMpb Use IM Pallet/Sack Barcodes parameter has been removed. FSS bundles were being created that weighed over 20 pounds. 25

28 Upgrading to Satori Presort 8.00c These instructions describe the process to upgrade from Presort 8.00c or later to 8.00c If you want to install Presort 8.00c into a different folder than where your current installation of Presort is located, see the System Administrator Guide for instructions for installing Presort. Upgrading a Windows standalone, server, or Remote Views client 1. Double-click setup.exe from the uncompressed ZIP file. 2. Follow the on-screen prompts to start the software upgrade installation and accept the license agreement. 3. In the Choose Destination Location screen, specify the folder of where your existing Presort software is installed. The default location is C:\ss. Click Next to accept the default destination folder of C:\ss, or click Browse to specify a different location. 4. In the Component Selections screen, check the boxes next to the components to upgrade and click Next. 5. A message will appear asking you whether you want the installer set up a client installation program to assist with setting up client machines. For single computer and Remote Client upgrades: Click No. For server upgrades: Click Yes. When the software upgrade installation is complete, see Upgrading a Windows client for instructions for upgrading your client workstations. 6. In the Select Program Folder screen, select a folder to add icons into and click Next. 7. A message will appear asking if you want PATH and PW_PATH variables set up for you. Select No. These variables were set up for you in a previous Presort installation. 8. In the Start Copying Files screen, review the settings and click Next. You will see a series of screens that show the progress of the upgrade installation. 9. A message appears informing you that you must have Acrobat Reader later to read the documentation. Click OK. 10. When the upgrade installation is complete, you may be prompted to restart your computer. Select Yes to restart now or No to restart later, and click Finish. If you chose to restart later, be sure to do so before using the software. Important: Do not remove or rename the \ss directory or its subdirectories. If you remove or rename these directories, Presort may not run. In addition, do not move files from their subdirectory after installation. 26

29 Post-installation tasks After you have installed the software, perform these tasks to complete the upgrade process for single computers and servers. 1. For server installations only: If you chose to have a client installation program setup in step 5, follow the instructions for Upgrading a Windows client. 2. Install the USPS directories. See Directory Updates for instructions. 3. Restart your computer to finish the software upgrade installation. Upgrading a Windows client After you have upgraded Presort on the server, upgrade Presort on the client workstation(s) by running the client installation that was created in step 5 of the server installation. Important: These instructions do not apply to Remote Views clients. See Upgrading a Windows standalone, server, or Remote Views client for instructions. For more information about Remote Views, see the System Administrator Guide. 1. Upgrade Presort on the server if you have not done so. See Upgrading a Windows standalone, server, or Remote Views client for instructions. 2. From the mapped drive on the client workstation (set up during the initial installation of Satori Presort), navigate to the \ss\client directory on the server and double-click setup.exe. 3. When the installation is complete, restart the client. 4. Repeat steps 4 through 6 for each client that runs Presort. Once you have run the client installation program on all clients, performed all applicable postinstallation tasks, and have restarted all systems, you will be able to run the application and access the documentation from the Satori Software folder located on the Start menu. Upgrading a UNIX machine These instructions are for upgrading all UNIX machines, including Remove Views servers. 1. Stop the Remote Views server if applicable. 2. Run./install.bin from the uncompressed ZIP or TGZ file. 3. Read the introduction information and press Enter. 4. When asked to read the license agreement, type Y or N and press Enter. 5. To accept the terms of the agreement, type Y and press Enter. 27

30 6. Specify the directory of where Presort 8.00c is installed, either by pressing Enter for the default directory, which is /disk_n/ss (where /disk_n refers to the file system or disk where you choose to install the software), or by typing the directory name. (Do not include ss as part of the path; an /ss subdirectory is automatically added to the directory you specify.) Press Enter to continue. 7. Type Y to verify the path and press Enter. 8. Select the products to upgrade. By default, all products are selected. To upgrade all products, just press Enter. If you want to upgrade only certain products, type a commaseparated list of numbers representing the products to deselect (and therefore not install) and press Enter. For example: 1, 3, 4 will install only the product represented by Review the list of products you want to upgrade. Type back to go to the previous screen if you want to change your selection. Press Enter to continue. 10. When all products are successfully upgraded, press Enter to exit the console. Important: Do not remove or rename the /ss directory or its subdirectories. If you remove or rename these directories, Presort may not run. In addition, do not move files from their subdirectory after installation. Upgrading Remote Views To upgrade a Remote Views UNIX server, follow the instructions in Upgrading a Windows standalone, server, or Remote Views client. To upgrade a Remote Views Windows client, follow the instructions for Upgrading a Windows client. For more information about Remote Views, see the System Administrator Guide. 28

31 Downloading service packs and fix packs Each time a product update is available, you will receive an with instructions for downloading and installing the update. If you need a copy of your software product, please contact Satori Software Technical Support at or us at support@satorisoftware.com. 29

32 Running Edjob You must run Edjob on all of your existing Presort and ZIPCount jobs to update them to use the functionality and changes included in Satori Presort 8.00c Use the pwpstjob.upd script to update your Presort jobs and the pwzctjob.upd to update your ZIPCount jobs. After running Edjob, review all newly added parameters and their default values, and updated parameter values set by Edjob, and edit as necessary. For instructions on running Edjob, see the Edjob User s Guide. Note: Before you run Edjob to update your job files, as a best practice, we recommend that you back them up to a different location. Job file parameter, note, and value changes Edjob will make the following changes to your job files. Execution block The IMB Intelligent Mail Barcode parameter name will be changed to Intelligent Mail Barcode. Intelligent Mail Barcode (see Note)... = The corresponding note title will be changed to "Intelligent Mail Barcode." * NOTE: Intelligent Mail Barcode: Intelligent Mail block The Auto-Assign Pallet/Tray/Sack parameter will be removed. The new AUTO option in the Pallet Serial Num Start and Tray/Sack Serial Num Start parameters is used to automatically assign serial numbers for pallets, trays, and sacks. Pallet Serial Num Start and Tray/Sack Serial Num Start parameter names will be changed to include "(Note)": Pallet Serial Num Start (see Note)... = Tray/Sack Serial Num Start (see Note) = The following note that describes the new AUTO option for the Pallet Serial Num Start and Tray/Sack Serial Num Start parameters will be added: * NOTE: Pallet/Tray/Sack Serial Num Start entries: * <number> Enter a numeric value * User-specified Pallet and Tray/Sack starting values 30

33 * can be entered, but they must remain unique for at least * 45 (IMb) or 180 (IMpb) days from first use. * AUTO Use the next available Serial Number from the tracking * database ( Track Serial Nums in the Intelligent Mail * block must be set to YES ) Edjob will change any existing values in the Pallet Serial Num Start and Tray/Sack Serial Num Start parameters to AUTO if Auto-Assign Pallet/Tray/Sack was set to Yes. The IMpb Use IM Pallet/Sack Barcodes parameter will be removed. The IM Pallet/Sack barcode information will automatically be used to create IMpb pallet and sack labels. Version Default and Version Description blocks The Parcel is Barcoded parameter will be removed. Because barcodes are now required for IMpb compliance, there is no need to specify that a parcel must be barcoded. The following parameter names will be changed to reflect that they are used for both IMb and IMpb: IMb/IMpb Mailer ID (9 or 6 digits)... = IMb/IMpb Serial Num Start (See Note). = IMb/IMpb Serial Num Max... = IMb/IMpb Increment Serial Number(Y/N) = IMb/IMpb Srvc Type ID/Code (3 digits) = IMb/IMpb Owner By/For Option(See Note)= The IMB Auto-Assign Serial Nums parameter will be removed. You can automatically assign serial numbers using the new AUTO option in the IMb/IMpb Serial Num Start parameter. The "Processing Category entries" note will be updated to include the new "1C IRREGULAR PARCEL" option. This option supports the First Class Irregular parcel surcharge. * NOTE: Processing Category entries: * AUTOMATED LETTER * MACHINABLE LETTER * NONMACHINABLE LETTER * PER NONAUTOMATION LETTER * AUTOMATED FLAT * PER ALTERNATIVE AUTO FLAT * FLAT 31

34 * POSTCARD * DOUBLE POSTCARD * MACHINABLE MARKETING PARCEL * IRREGULAR MARKETING PARCEL * MACHINABLE PARCEL * IRREGULAR PARCEL * CMM * 1C PARCEL * 1C IRREGULAR PARCEL The "Automation Barcode Type entries" note will be updated to include the new "IMPB = Intelligent Mail Package barcode" option. The "OTHER - POSTNET or GS1 128 barcode" option will be removed. These barcode types are no longer used to qualify for automation pricing. * NOTE: Automation Barcode Type entries: * FULL = Full-Service Intelligent Mail * BASIC = Basic-Service Intelligent Mail * FROM_SRVC_TYPE = STIDs are used to determine barcode type * IMPB = Intelligent Mail Package barcode The "IMB Owner By/For Option entries" note title will be changed to "IMb/IMpb Owner By/For Option entries". * NOTE: IMb/IMpb Owner By/For Option entries: The following note that describes the new AUTO option for the IMb/IMpb Serial Num Start parameter will be added: * NOTE: IMb/IMpb Serial Num Start entries: * <number> A user-specified numeric value * AUTO Use the next available Serial Number from the tracking * database ( Track Serial Nums in the Intelligent Mail * block must be set to YES ) 32

35 The following parameter values will be updated as described: If Automation Barcode Type is set to "Other": Edjob will change any setting of "Other" to "IMPB" if Intelligent Mail Barcode in the Execution block is set to "IMPB". Edjob will not change any setting of "Other" if Intelligent Mail Barcode is NOT set to "IMPB". You will need to manually update this parameter to "Full", "Basic", "From_Srvc_Type", or "IMPB". If "Other" remains in this parameter, an error will occur. The new "AUTO" option in the IMb/IMpb Serial Num Start parameter is now used to automatically assign serial numbers. The IMB Auto-Assign Serial Nums parameter is no longer used and will be removed. If IMB Auto-Assign Serial Nums was set to "Yes", IMb/IMpb Serial Num Start will be set to "AUTO". If IMb/IMpb Serial Num Start contains a number, it will NOT be preserved. If IMB Auto-Assign Serial Nums was set to "No", no further changes will be made. If IMB Auto-Assign Serial Nums was set to "Yes" in the Version Defaults block and to "No" in the Version Description block, any value in the IMb/IMpb Serial Num Start parameter will be retained. If IMB Auto-Assign Serial Nums was set to "Yes" in the Defaults block and left blank in the Description block, IMb/IMpb Serial Num Start will be set to "AUTO" in the Defaults block. Any value in IMb/IMpb Serial Num Start in the Description block will be removed and left blank. Multi-Piece Parcel Description block The Parcel is Barcoded parameter will be removed. Mail.dat block The IMB Preparer By/For Option parameter name will be changed to IMb/IMpb Preparer By/For Option. IMb/IMpb Preparer By/For Option(Note) = 33

36 Shipping Services File block The Elec. File Num Serial Num Start parameter name will be changed to include "(Note)": Elec. File Num Serial Num Start(Note) = The following note that describes the new AUTO option for the Elec. File Num Serial Num Start parameter will be added: * NOTE: Elec. File Num Serial Num Start entries: * <number> Enter a numeric value * A user specific value for the Electronic File Number (EFN) * can be entered. It must remain unique for a 180-day period * from first use. * AUTO When auto is chosen the next available Serial Number will * come from the tracking database. Note: Edjob will not change existing values in the Elec. File Num Serial Num Start parameter. If you want to automatically assign electronic file numbers, you will have to manually set this parameter to "AUTO". The Elec. File Type parameter will be added: Elec. File Type (1 or 2, See Note)... = 2 The following note that describes the Electronic File Types that Presort supports will be added: * NOTE: Elec. File Type entries: * 1 - evs (electronic Verification System) - Tracking/Confirmation * and Postage * 2 - Tracking/Confirmation Only (no postage information, non-evs) The Elec. File Type parameter will be set to 2 by default. You must have a license key to prepare a Shipping Services File Type 1 for evs. Contact your Sales Representative if you would like to purchase the evs add-on. 34

37 USPS Data Path update script The optional patch USPS Data Path update script (USPSDataPath.upd) has been updated to work with 2015 directories. This script is used for populating the Auxiliary Files block parameters so that Presort will select the directories automatically. We highly recommend that you let Presort select the directories automatically and that you run this script for all of your Presort jobs. The script will populate the USPS Presort Data Folder parameter with the path from the ZCF Directory parameter in the first Auxiliary Files block and remove any existing path and filenames from the individual directory filename parameters, leaving them blank. All Auxiliary Files blocks in the job file will be updated even if the block is commented out, so be sure the ZCF Directory parameter in the first Auxiliary Files block contains the correct path. 35

38 Directory updates When monthly postal directory updates are available, you will receive an with instructions for downloading and installing the updates. It is important to update your postal directories as soon as they are available. The.tgz or.zip files that are available for download contain the following directories: Zip City File (YYMM_zcf.dir) Delivery Statistics File (YYMM_dsf.dir) Zone Directory File (YYMM_zone.dir) Facility directory (YYMM_facility.dir) Mail Direction file (YYMM_maildirect.dir) Labeling lists (YYMM_mpc.dir) Directory release schedule The USPS currently publishes the directories on a monthly basis. The schedule can be found here: Mail Direction files and labeling lists Mail Direction data determines where and when mail pieces are dropped so that you can receive discounts. Labeling lists are used during the processing to group, create, and label bundles, trays, sacks, and pallets at various preparation levels. The USPS updates Mail Direction files and labeling lists each month.you will receive an from Satori Software when the directories have been updated and are available, including instructions for downloading and installing them. Mail Direction files and labeling lists are always included in the monthly U.S. Address Directories. You should download and install the most current U.S. Address Directories each month in order to remain current on all directory files. 36

39 Accessing Documentation Documentation is available in two formats: PDF files and Help files. It is placed on your system with the software installation. The documentation and help files are also available online. Documentation installed with the software PDFs Release notes, manuals, and other product documents are available from the Documentation shortcut on your Start menu. Click Start > All Programs > Satori Software > Documentation or Documentation (Cross-Product). You can also navigate to them directly (see below). Help A help file is accessible from within the software by clicking Help from the menu bar. Select the help file shown in the dropdown menu. You can also press F1 at anytime to display specific help about the active window or reference topic. Pathnames to the documentation and help files installed with the Presort software are shown below (using the Windows operating system as an example). The locations of your documents may vary. If you cannot find them, contact your System Administrator or the person who installed the software for assistance in locating your documents. For further assistance, contact Satori Technical Support. Presort User Guide (...\ss\documentation\pst\pst_ug_ss.pdf) Presort Job File Reference Guide (...\ss\documentation\pst\pst_jfr_ss.pdf) Presort Help File (...\ss\pst\pstvws_ss.chm) Release Notes (...\ss\documentation\pst\pst_rn_ss.pdf) System Administrator Guide (...\ss\documentation\sysadminguide_ss.pdf) Defmap Help File (...\ss\adm\defmap_ss.chm) Edjob Help File (...\ss\adm\edjobgui_ss.chm) Quick Reference for Views and Job Files (...\ss\documentation\quickref_views_ss.pdf) Quick Reference for Views and Job Files Help File (...\ss\documentation\quickref_views_ss.chm) Edjob User Guide (...\ss\documentation\edjob_usersguide_ss.pdf) 37

40 Database Prep (...\ss\documentation\databaseprep_ss.pdf) Views Quick Start Guide (...\ss\documentation\views_quickstart_ss.pdf) Documentation available online Satori Presort product documentation and help files are now available online. Click on any of the following document titles to download the current version. See Download and installation assistance for more information. Presort User Guide Presort Job File Reference Guide Presort Help File Release Notes System Administrator Guide Defmap Help File Edjob Help File Quick Reference for Views and Job Files Quick Reference for Views and Job Files Help File Edjob User Guide Database Prep Views Quick Start Guide Download and installation assistance PDFs: Clicking on a link will open the PDF in your default Internet browser. You can save the PDF onto your system from within your browser if you would like. Refer to the previous section for default installation locations. Help Files: Clicking on a link will download a zip file, which contains the help file. Save the zip file when prompted. You will need to extract the help file and you may need to unblock it before you can use it. 38

41 To extract the help file: 1. Navigate to your Downloads folder. 2. Extract the new help file by right-clicking on pstvws_ss.zip and select Extract All. 3. You will be prompted to specify the destination of where to extract the new help file. Click Browse and navigate to the location of your current help file to replace it. (If you place the new help file into any other location, the Help functions within the Presort software will not launch the new help file). Check the box next to Show extracted files when complete and click Extract. For example: 39

42 4. Click Copy and Replace when prompted. 5. In the Explorer window that appears, open the help file by double-clicking it. If an Explorer window did not appear, navigate to the location of the help file and open it. If the help file opens and displays content correctly, you have successfully installed the updated help file. If the help file does not display correctly, (for example, there is missing content or error messages displayed in the content window), you will need to unblock the help file. (In some cases, your online help file may not display correctly when it has been downloaded from the Internet because it has been blocked by the Windows Attachment Manager.) Proceed to the next section for instructions. 40

43 To unblock the help file: 1. Navigate to the location of where the help file is installed. 2. Right-click on the help file and click Properties. 3. Click Unblock. 4. Click OK. Your help file should now open and display correctly. 41