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

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1 Scalable Production Mailing Solutions Satori Presort Satori Presort Release Notes 8.00c March 2016 Simply Powerful

2 Updated document releases available online. This document is maintained regularly. The most current version of this document is available at Satori Presort Release Notes - version 8.00c COPYRIGHT 2008 SAP BusinessObjects COPYRIGHT 2016 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 Software is a registered trademark of Satori Software Inc. and the Satori Software logo is a trademark of in the United States and other countries. Satori Software is a non-exclusive NCOALink Full Service Provider Licensee and RDI Licensee of United States Postal Service. Prices for Satori Software products and services are not established, controlled or approved by the United States Postal Service or the United States Government. 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, ZIP, 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 Exigency Rate Rollback 4 New AP Fields for Label Indicia and Banner 5 To add the new fields to design files with Label Studio 5 Other changes 6 New STIDs effective May 22, APO/FPO/DPO parcel handling 8 Creating pure CART 5-digit/scheme PER packages on pallets before merged pallets 8 Postage Statement changes 10 Postage Statement Lengths 10 Report Changes 11 Job File Changes 11 Views Changes 11 Operating System Support 11 Fixed and Addressed Issues 13 Downloading Service Packs and Fix Packs 14 Installing the License Key File 15 To Install the License Key File 15 Troubleshooting Tips 16 Upgrading to Satori Presort 8.00c

4 Upgrading a Windows Standalone Machine, Server, or Remote Views Client 17 Post-installation Tasks 18 Upgrading a Windows Client 19 Upgrading a UNIX Machine 19 Upgrading Remote Views 20 Running Edjob 21 Directory Updates 22 Directory Release Schedule 22 Mail Direction Files and Labeling Lists 22 Accessing Documentation 24 Documentation Updates 25 Stub Articles 26 Contacting Satori Software Technical Support 27 3

5 What's new in this release? Satori Presort 8.00c ("Service Pack 21" or "SP21") supports the USPS 2016 Exigency Rate Rollback that will be deployed on March 27, 2016 and implemented on April 10, Feature Changes and Updates 2016 Exigency Rate Rollback New AP fields Other changes Postage statement changes Report changes Job File changes Views changes 2016 Exigency Rate Rollback This release includes the rollback of existing USPS exigent prices for Market Dominant Products and Services. The rate changes will be deployed on March 27, 2016 and implemented on April 10, You can verify your mailings with this release, but you cannot deposit them until April 10, See Postal Explorer for more information. 4

6 New AP Fields for Label Indicia and Banner For parcel jobs, a label s indicia and banner information can differ within a single mailing based on sort characteristics of each piece. Presort will generate and populate the correct indicia and banner text strings in the following two new AP fields. AP.IMPB_INDIC: Contains the text string for the label indicia. Maximum length is 18 characters. AP.IMPB_BANNR: Contains the text string for the label banner. Maximum length is 23 characters. The AP fields will generate output for each record in an address output file, which Label Toolbox can use to populate the label output. To add the new fields to design files with Label Studio 1. Choose Tools > Design Labels. 2. In the Label Toolbox - Address Label Preview window, select a design file and click Edit. The design file will open in Label Toolbox. 3. In the Objects window, expand the DB tree. 4. Drag and drop the DB.IMPB_BANNR and DB.IMPB_INDIC fields to the desired positions on the label. 5. Save the design file. See the USPS Parcel Labeling Guide for more information. 5

7 Other changes This section describes other changes in this release of Presort. New STIDs effective May 22, 2016 The following new Bound Printed Matter STIDs were added to Presort, and are effective May 22, Important: These STIDs cannot be used before this date (and they are clearly noted in the pwstids.txt file and in Views as DO NOT USE BEFORE 5/22/2016). See the Service Type Identifier (STID) Table published on February 22, 2016 for more information. Address Correction Ancillary Service Option Non-automation with IMb Tracing Full-Service with IMb Tracing No Address Corrections Manual Corrections * OneCode ACS ASR 1* Address Service Requested Opt 1 OneCode ACS ASR 2* Address Service Requested Opt 2 OneCode ACS CSR 1* Change Service Requested Opt 1 OneCode ACS CSR 2* Change Service Requested Opt 2 OneCode ACS RSR 2* Return Service Requested Opt **** 457 6

8 Address Correction Ancillary Service Option Full Service ACS ASR 1* Address Service Requested Opt 1 Full-Service ACS ASR 2* Address Service Requested Opt 2 Full Service ACS CSR 1* Change Service Requested Opt 1 Full Service ACS CSR 2* Change Service Requested Opt 2 Full Service ACS RSR 2* Return Service Requested Opt 2 Non-automation with IMb Tracing Full-Service with IMb Tracing **** 357 Traditional ACS ASR 1* Address Service Requested Opt 1 Traditional ACS ASR 2* Address Service Requested Opt 2 Traditional ACS CSR 1* Change Service Requested Opt 1 Traditional ACS CSR 2* Change Service Requested Opt 2 Traditional ACS RSR 2* Return Service Requested Opt **** 361 **** * Requires the printed text ancillary service endorsement. **** Change Service Requested Option 2 Service Type IDs may be used in the Intelligent Mail barcode for Bound Printed Matter flats. CSR Option 2 STIDs are not valid for Bound Printed Matter parcels. 7

9 APO/FPO/DPO parcel handling The USPS now requires customs information to be included in the Shipping Services file for APO/FPO/DPO addresses. However, Presort does not currently support creating customs information, so any records going to APO/FPO/DPO are not presorted and will be filtered from input sets for parcels. They are not reported in any output file, but do appear in the Foreign column on the Presort job summary. Creating pure CART 5-digit/scheme PER packages on pallets before merged pallets Although PER non-automation flats are required to be merged, Presort will now by default create pure CART 5-digit/scheme PER packages on pallets before merged pallets according to DMM (Periodicals Bundles, Sacks, or Trays). Be sure Create Merged 5DG/Sch Plt in the PER, Packages on Pallets scheme block is set to No to prepare pure CART 5-digit/scheme pallets of non-automated flats before merged pallets. If this parameter is set to Yes and the job is non-machinable/non-automation, you will receive a warning, and merged pallets will be created before the pure CART pallets, as specified in the rule. By creating pure 5DG/scheme CART pallets first, you'll receive the pure 5DG/scheme CART pallet charge on those pallets, which is lower than the merged pallet charge, rather than the merged pallet charge on all pallets. For example, say you have a mix of PER non-automation and other mail across 10 pallets. All 10 of those pallets will receive the merged pallet charge. But by creating pallets of pure 5DG/scheme CART PER non-automation packages first, you'll pay a lower per pallet charge on those pallets, and save on the overall pallet charge for all 10 pallets. If half of the mail is PER non-automation, 5 pallets would be pure 5DG/scheme CART pallets and receive the lower pallet charge. The remaining half of the mail would be placed on merged pallets, which would receive the merged pallet charge. One exception to this is when you have one merged pallet or the last pallet consisting of PER non-automation mail and other mail. If Presort creates a pure 5DG/scheme 8

10 CART pallet first, and then a merged pallet with the rest of the mail, you can potentially end up with two pallets and two pallet charges. In cases where creating the pure 5DG/scheme CART actually creates an extra pallet, you are better off creating that one pallet as merged so that you have fewer pallets and fewer pallet charges. This applies to required pallet merging of PER non-automation flats only, not optional pallet merging and not machinable/automation (pieces set up in Presort as "automated flat"). Optional pallet merging is performed according to DMM (Merging Bundles of Flats on Pallets Using the City State Product and a 5% Threshold). This is allowed only for pallets; it does not apply to sacks or trays of Periodicals or to Standard or Mixed Class Comail jobs. For "lightweight" Air Freight Boxes (under 70 lbs.), the container charge will be calculated from the sack table where it's a combined CR/5DG price, and not separate for CR and 5D as for pallets. The qualification report will show the pieces in the correct order. 9

11 Postage Statement changes There were no format or content changes to postage statements, other than the date at the bottom of all of the statements except for PS It now reads "April, 2016." The PS-8125 still reads "January, 2016." Postage Statement Lengths The following table shows the page lengths for each Postage Statement for your reference. There were no changes to the lengths of the statements in this release. Form Mail class Largest min. lines value Notes 3600-R 1C 110 lines For permit imprint postage payments and postage affixed payments CPP PER 108 lines For permit imprint postage payments. For Centralized Postage Payments C STD 88 lines For PVDS Consolidated Postage Statement Register (STD) R 3602-N STD 120 lines For permit imprint postage payments and postage affixed payments R PSVC BPM Library Mail Media Mail Parcel Select PSLW 111 lines For permit imprint and postage affixed (correct meter, lowest meter mlg, lowest meter job) All 94 lines For drop-ship mailings. 10

12 Report Changes The following report changes were made in this release: The Qualification report will now reflect the piece order when pure CART 5-digit- /scheme pallets are created before merged pallets. APO/FPO/DPO records in parcel jobs will appear in the Foreign column on the Presort Job Summary. Job File Changes Edjob will remove the IDEA Mailing Fac. DUNS No. parameter from the Mailing Information block. This information is no longer required in the Mail.dat. Views Changes The following user interface changes were made to Presort Views: When setting up a new entry point description block, the default setting for USPS Pickup Option is now "Use Default" instead of "None." IDEA Mailing Fac. DUNS No. was removed from the Mailing Information block. Operating System Support Due to the discontinuation of the following operating systems by their respective vendors, we will no longer support applications on these operating systems according to the following schedule. Vendor Operating System Vendor support end date Satori support end date Microsoft Windows Vista SP2 April 2017 Q

13 Starting with SP21, we no longer support applications on the following operating systems. SP20 was the last release that these operating systems were supported. Vendor Operating System Vendor support end date Satori support end date Microsoft Windows 2003 Server SP2 Windows 2003 Server R2 SP2 All Windows 32-bit operating systems* July 2015 Q N/A Red Hat Red Hat Enterprise Linux 5 March 2017 Q SUSE SUSE Linux Enterprise Server 10 July 2016 Q * Important: Presort is now available only in a 64-bit version, and will reflect the bit level in the revision screen in Views and when you issue the /rev or -rev command. You may see improvement in processing in excess of 15% on Windows 64-bit systems over 32-bit systems. See the System Administrator Guide for a complete list of currently supported operating systems. 12

14 Fixed and Addressed Issues The following issues have been fixed or addressed in this release: Issue number PRSRT-2368 PRSRT-3493 PRSRT-3363 PRSRT-3776 PRSRT-3798 Issue description When a mixed tray was on an NDC pallet and the first piece in the tray had a ZIP in an ASF area within the NDC (such as a Phoenix piece within a mixed tray on an NDC pallet for Denver), the tray was being labeled incorrectly. There was a memory issue with large jobs that used serial numbers from a user-provided input file and tracking database. Federal Agency is not a valid method of payment for SSF type 2 anymore. Presort was incorrectly claiming the DDU discount for some pieces not entered at a DDU. PER Mixed ADC pallet jobs with the pallet weight set to 0 (zero) were causing an error. 13

15 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. 14

16 Installing the License Key File We recommend installing the key file before upgrading your software. If you have already installed it, you do not need to install it again. Proceed to Upgrading to Satori Presort 8.00c You should have already received an with your license key file attached to it. Contact Support if you have not received your key file or if you need it resent. The key file is called ss_prods.txt. This key file contains one license key that provides access to Presort and any add-on features that you have purchased. You only need one license key; you do not need separate license keys for each individual feature. To Install the License Key File Place the ss_prods.txt file into the following location on each standalone machine, server, and Remote Views server that Presort is installed on. (It is not necessary to install the key file on Windows client or Remote Views client machines.) Windows: \ss\adm UNIX: <disk>/ss/adm The ss_prods.txt key file MUST be located in the "adm" subdirectory of the "ss" directory. Otherwise Presort will not be able to locate the key file and you will receive an error. Important: Do not change the name of the key file or any contents within the key file. This license key supersedes any license keys you may have previously received. 15

17 Troubleshooting Tips If you receive any of the following error messages, there is an issue with the license key or key file. Message: This job uses the following add-on features, but no key was found for them in "<pathname>\ss_prods.txt." This means that the key inside the key file doesn't include access to the add-on products you are trying to use, or there is something wrong with the key itself (it's corrupt, missing from the file, for example.) If you already own the add-on feature you are attempting to use, you may need a new key. Contact Support for assistance. If you have not purchased the add-on feature you are trying to use, contact your Satori Sales representative for assistance. Message: This job uses the following add-on features, but no keyfile "ss_ prods.txt" could be found for them. This message indicates that the keyfile was not found in the expected location. If you have a key file, verify that the keyfile is in the "adm" subdirectory of the "ss" directory as described in the installation instructions above. If you do not have a key file, contact Support for assistance. If you do not own the add-on feature you are trying to use, contact your Satori Sales representative for assistance. 16

18 Upgrading to Satori Presort 8.00c These instructions describe the process to upgrade from Presort 8.00c 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. We recommend installing your license key file before upgrading your software. If you have not yet installed your license key file, see Installing the License Key File. Note: You only have to install your license key file once. If you have already installed it, you do not need to install it again. Upgrading a Windows Standalone Machine, Server, or Remote Views Client Important: These instructions do not apply to Windows Clients. See Upgrading a Windows Client for instructions. 1. Double-click setup.exe from the uncompressed ZIP file. 2. Follow the on-screen prompts to begin the upgrade 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. 17

19 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 6.0 or 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. 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. 18

20 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 Windows standalone machines or 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 post-installation 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. 19

21 5. To accept the terms of the agreement, type Y and press Enter. 6. Specify the directory of where your current version of Presort 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 comma-separated 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. 20

22 Running Edjob After you upgrade your software to 8.00c.21.00, run the following Edjob update scripts on all of your existing Presort and ZIPCount jobs to update them to use the functionality and changes included in Satori Presort 8.00c Run the pwpstjob.upd script to update your Presort job files to version 8.00c Run the pwzctjob.upd script to update your ZIPCount jobs to version 8.00c See Job File Changes for a description of the changes made by Edjob. For instructions on running Edjob, see the Edjob User s Guide. Note: Before you update your job files, as a best practice, we recommend that you back them up to a different location. 21

23 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 2016 schedule can be found here: schedule2016/labelinglistandmdfschedule.cfm. 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. 22

24 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. 23

25 Accessing Documentation Documentation is available in two formats: PDF files and Help files. These files are installed on your system during the software installation, and PDF files are also available online. PDFs: Release notes, manuals, and other product documents are available from the Documentation shortcuts available from the Start menu. Click Start > All Programs > Satori Software > Documentation or Documentation (Cross- Product). You can also navigate to the documents directly (see the table below for their locations). Help files: Help files are accessible 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 information about the active window. The default installation locations are shown in the following table (using Windows operating system pathnames as examples). Document or Help file Presort User Guide Presort Job File Reference Guide Presort Help File Presort Release Notes System Administrator Guide Defmap Help File Edjob Help File Edjob User Guide Pathname...\ss\documentation\pst\pst_ug_ss.pdf...\ss\documentation\pst\pst_jfr_ss.pdf...\ss\pst\pstvws_ss.chm...\ss\documentation\pst\pst_rn_ss.pdf...\ss\documentation\sysadminguide_ss.pdf...\ss\adm\DEFMAP_ss.chm...\ss\adm\EDJOBGUI_ss.chm...\ss\documentation\edjob_usersguide_ss.pdf 24

26 Quick Reference for Views and Job Files Quick Reference for Views and Job Files Help File Views Quick Start Guide Database Prep Guide...\ss\documentation\quickref_views_ss.pdf...\ss\documentation\quickref_views_ss.chm...\ss\documentation\views_quickstart_ss.pdf...\ss\documentation\databaseprep_ss.pdf If you cannot find the files, contact your System Administrator or the person who installed the software for assistance in locating your documents. For further assistance, contact Satori Technical Support. Documentation Updates Documentation is now updated on a regular basis and available online in PDF format. Some topics contain stub articles, which will be completed in a future documentation update. You can access the most current versions of the documentation from the following links: Presort User Guide Presort Job File Reference Guide Presort Release Notes System Administrator Guide Edjob User Guide Quick Reference for Views and Job Files Views Quick Start Guide Database Prep Guide Note: Updated help files are not available online, but the stub articles contain links to the latest PDF, which is available online. Updated help files are installed with the next version of Presort. 25

27 Stub Articles A stub article is a very high-level description that provides context about the topic, which will be completed in a future documentation update. It serves the same general purpose as a Wikipedia stub article. Stub articles appear in a light blue box that contains a note identifying it as a stub article and a link to the most current documentation online. Here is an example of a stub article: Topic Title This is a stub article. Very high-level description (for example, evs): 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. Documentation is updated on a regular basis and available online. Check back regularly for completed stub articles and content updates at 26

28 Contacting Satori Software Technical Support You can contact Satori Software Technical Support by telephone Monday - Friday, 6 a.m. 5 p.m at Pacific, or by at support@satorisoftware.com. 27