Software Updates. November 16, Take advantage of this in-depth view of What s New in Window Book s latest software release.

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1 Software Updates November 16, 2017 Take advantage of this in-depth view of What s New in Window Book s latest software release. Dozens of projects are underway to add new functionality and improve user experience; most of which are based on your suggestions! HOW TO USE THIS DOCUMENT Click the Learn more! links for more information, including screen images, and videos. Click the buttons to download the latest versions of the software. Click the View Products link for more information about released products that do not contain enhancements. Click the icons to view topic-related videos. Click the Click the icons to return to the selected product summary. icons to return to the top of the products detail page. Copyright 2017 Window Book, Inc. All Rights Reserved. The instructions and descriptions contained in this document were accurate at the time of publishing; however, succeeding products and documents are subject to change without notice. Therefore, Window Book, Inc. assumes no liability for damages incurred directly or indirectly from errors, omissions, or discrepancies between the product and this document.

2 WHAT S NEW IN SUMMARY DAT-MAIL DAT-MAIL version *IMPORTANT* We gave DAT-MAIL control over the location of our Mail.dat databases.mdf &.LDF files away from the MS SQL location DAT-MAIL was using. Depending on your system setup, this could affect your data accessibility! Click the Learn more! link for further details to make sure your protected; *IMPORTANT* This installation of this November release will run a required conversion program for Spoilage data (if specific spoilage-related files are found), along with the conversion of DAT-MAIL s permit table to add Permit Type as a key field in determining the permit record s uniqueness. Click the Learn more! link below to find out more about it; The original Navigator has been replaced with the Advanced Navigator. Discover why by clicking the Learn more! link below; Multiple ease-of-use enhancements have been made to the AWAM Control Center. Check out what s new by clicking the Learn more! link below; You can now run the AWAM Control Center on workstations to monitor activity and control the service. Find out more about it by clicking the Learn more! link below; We added the more field options for the Component File (CPT file) in the Mass Update function found in DAT-MAIL and AWAM. Learn more about it by clicking the Learn more! link below; We removed the export format option of XML from the Rate Summary Report. Discover why by clicking the Learn more! link below; and We made modifications for Mail Anywhere users to ensure that hard copy statements generated by DAT-MAIL are reflecting the correct Post Office of Mailing. Learn more! edm10x edm10x version (Support for Automation Scheduler and MailDrop Engine ) We added new columns from PostalWeb in the Submissions view that reflect a submission s payment status on PostalOne!, the percent mailed, and the number of pieces mailed. This same information is also carried over to the Current Submission view. Learn more about this exciting new enhancement that includes colored icons for ease-of-use by clicking the Learn more! link below; 2

3 WHAT S NEW IN SUMMARY We have added a new column to the Submissions view called PSID. It displays the USPS Postage Statement ID(s) for each submission to PostalOne!. This will let you match the PSID to the job that was uploaded. Find out more by clicking the Learn more! link below; We ve added new fields from PostalWeb that reflect PostalOne! s Processed status, Percent Mailed, and Pieces Mailed in the Submissions and individual Job views. Check it out by clicking the Learn more! link below; We added a function to assist with expediting the troubleshooting process. When using the Send Feedback feature, edm10x will automatically include/send the past 30 days of submission data for the selected MDR Client in.csv format. If no MDR Client is selected, it will send the submission data for all MDR Clients from the past 30 days. Learn more about this smart, new enhancement by clicking the Learn more! link below; We added the ability to the Statement Viewer s Auto Print Settings to allow users to specify the number of copies that should be printed. Check it out by clicking the Learn more! link below; Learn more! MAILDROP ENGINE MailDrop Engine version MailDrop Engine will now automatically create a QuickFix_Updated folder for non-dat-mail users who are using edm10x s QuickFix feature to correct and resubmit files to PostalOne!. Find out more by clicking the Learn more! link below; We separated the deletion of completed files from the Successful folder In MailDrop Engine s Advanced Settings screen to make it easier for you to keep these files on-hand for at least 13 months in the event USPS decides to perform an audit. Find out more by clicking the Learn more! link below; and We added a function to assist with expediting the troubleshooting process. When using the Send Feedback feature, MailDrop Engine will automatically include/send the past 30 days of submission data for all active MDR Client configurations, in.csv format. Learn more about this smart, new enhancement by clicking the Learn more! link below; Learn more! 3

4 WHAT S NEW IN SUMMARY AUTOMATION SCHEDULER Automation Scheduler version We ve turned off the function of the MDSM plug-in automatically sending health check s to Window Book. Discover why by clicking the Learn more! link below. Learn more! 4

5 WHAT S NEW IN SUMMARY ARE YOU UP TO DATE? View Products Check out which products were released with bug fixes or added support for other products. 5

6 DAT-MAIL DAT-MAIL version *IMPORTANT* DAT-MAIL Now Controls the Location of Your Mail.dats MDF & LDF Files. Per a Client s enhancement request, we gave DAT-MAIL control over the location of our Mail.dat databases.mdf &.LDF files away from the MS SQL location DAT-MAIL was using. Previously this location was managed by MS SQL, which made moving these files to a new location difficult. What does this mean for you? Well, two things, actually: 1) For Clients who are not using the DAT-MAIL / MS SQL default locations; meaning, they modified their DAT-MAIL MS SQL setup to use a location for the.mdf and.ldf files that is different from where their wbdbcla database is being stored/saved, these clients must run the DAT-MAIL DB Service Setup utility after updating to the November release of DAT-MAIL and specify the correct path for the.mdf and.ldf files to avoid a problem with being able to access their data. It s a simple procedure to complete. Click *HERE* for a full set of instructions. If this procedure is not performed, the affected Clients will likely not be able to open jobs (a message of the database was not found will be provided) and they may or may not be able to import new jobs depending on if their MS SQL server has access and rights to the DAT-MAIL default.mdf/.ldf locations. Assistance from Window Book s Professional Services Team will most likely be required to help get things corrected; and 2) With DAT-MAIL now managing this location, we ve made it much easier for you to move or migrate your DAT-MAIL MS SQL data to a new server, or perhaps to a new drive on the same server, by allowing you to control the location and telling MS SQL where that location is. You ll have to manually move the existing MDF and LDFs to the new location, but that s it. Specifying the locations is performed in DAT-MAIL s DB Service Setup screen. Full instructions on how to move your data will be provided in a Guide on Window Book s User Guides web page: 6

7 *IMPORTANT* Conversions Required Involving Spoilage Data and Permits! The November 2017 installation of DAT-MAIL software will include two conversions. Read on The first conversion process will be for your Spoilage data, moving the data (pmspl.tps and SPErrorlog.tps files) into MS SQL tables. What does this mean for you? Faster spoilage processing! This conversion will run during the software installation/update, if and when these spoilagerelated files are found. Users can opt out of running the conversion of their spoilage data during the installation of DAT- MAIL; however, you must complete this conversion prior to starting AWAM or allowing users to run DAT-MAIL. Failure to run this conversion utility may result in the loss of existing spoilage data! The second conversion process that will occur involves DAT-MAIL s permit table so as to add Permit Type as a key field in determining the permit record s uniqueness. The need for this conversion arose from the USPS change in how they issue permits. Beginning in October, when a mailer takes out a permit, the USPS issues 3 permits with the same number: one for permit mailings; one for stamp mailings; and one for metered mailings. Each can have a different payment account number for Mail Anywhere. This conversion is required so that DAT-MAIL can effectively accommodate all three types. Be aware that, depending on the amount of data you have, the conversion processes could take some time to complete. We found that during our internal testing with very large data sets (i.e. approximately 3 million records), the conversions took approximately 2-3 hours. Please plan extra time during your installation to allow for this! These conversions are required. 7

8 BYE-BYE NAVIGATOR. The original Navigator has been replaced with the Advanced Navigator in November s software release. Don t worry the Advanced Navigator is actually easier to use and offers many capabilities not available with the original, including the ability to easily change payment method (Permit to Stamps or Meter or vice versa) and the ability to customize the screen s contents and layout. The original Navigator is no longer available in DAT-MAIL. Window Book s future plans require the extra functionality that is available only with the Advanced Navigator. Click the Watch icon to see all of the great ease-of-use features the Advanced Navigator has to offer! AWAM s Control Center. Many easy-of-use enhancements have been added to AWAM s Control Center: A new History tab keeps and displays all of the file processing activity for your reference and can be filtered to in a variety of ways to be able to easily find what you re looking for; view the log files associated with a job/file by right-clicking on the file s line item in the Control Center; view which batch reports have been created from a file and view those reports in PDF format right from within Control Center; be able to view the merged job s Job ID in the merged file s trace log; and easily set up AWAM to delete unnecessary log files older then a set number of days to manage disk space and maintain system performance. The AWAM Control Center is now accessible from any workstation (not just the server)! Workstation users will now have access to the same functionality as the server installation, including the great new enhancements discussed above. Not only view all of your AWAM activity from any workstation that has DAT-MAIL installed, but also pause the service when necessary. This will make it possible to do future enhancements for Clients who want better control of the automated processes AWAM offers. Continued 8

9 When the November 2017 release has been installed on the server, DAT-MAIL must be launched and the name of the server DAT-MAIL/AWAM is installed on must be entered in the DAT-MAIL Setup screen. If the name of the server is not entered, the Setup menu will not be displayed/accessible in the AWAM Control Center. This applies to the server installation of DAT- MAIL only. The name of the server does not need to be populated in DAT-MAIL on workstation installations (where applicable). NOTE: The workstation login account needs to have elevated permissions to approve the firewall settings to allow the AWAM Control Center to run. This feature may generate a one-time UAC prompt on each workstation to enable. Click the Watch icon to see all of the great enhancements the AWAM Control Center now offers; many of which were based on suggestions from our Clients! Know the payment status of a job right from within DAT-MAIL! We ve added icons in the DAT-MAIL job selection screen to identify the job s PostalOne! payment status (MailDrop Engine and Postal Web* are required). You can now see at a glance whether your job is entirely paid for by finalized postage statements in PostalOne! or if it is partially paid or almost paid. When a mailing is almost paid it usually will require you to pay for or delete a handful of unpaid containers so your mail clerk can reconcile and close the job. The Mailing Info tab below the list will show what percentage of the mailing has been paid. This same information will also display in the Advanced Navigator. This status will be the basis of future user interface and automation enhancement. Continued 9

10 Green icon = Paid in Full ; Orange icon = Almost Paid (98% or greater, but less than 100%); and Half yellow icon = Partial Payment (less than 98%). If nothing has been paid, then no icon will display. *PostalWeb registration is required, but no subscription sign-up is necessary. Click the Watch icon to view a demonstration of how to register a PostalWeb site and provision a site location in MailDrop Engine so you can begin seeing your job payment information in DAT-MAIL and/or edm10x. These new payment status icons are also now available in Window Book s edm10x software! How payment status is reported in DAT-MAIL versus edm10x differs slightly; however. Click *HERE* to find out more about it. Better Messaging. We modified the AWAM pop up message that displays within DAT-MAIL when a merge or post processing task has been submitted to include the name of the AWAM profile that was used, to help you. New Message Old Message Click the Watch icon to view a short demonstration! 10

11 More Mass Update Options. Per an enhancement request submitted by a Client, we added the Ad Percent Status and Ad Percent Amount fields to the Mass Update function accessible from DAT-MAIL s Utilities menu, for the Component File (CPT file). This enhancement is also part of the Mass Update function found in AWAM. Rate Summary Report Changes. We removed the export format option of XML from the Rate Summary Report function located under the Reports menu in DAT-MAIL. The export format option of CSV is still available. Why? The schema used by the Advanced Navigator s XML Postage Export feature provides more data which is also easier to bring into other applications. To have access to the XML Postage Export in the Advanced Navigator, you have to enable it in DAT-MAIL s Program Settings. At the same time, you can specify the default settings for it. Want to see how? Click the Watch icon to view a short demonstration! 11

12 Attention Mail Anywhere Users! It was discovered that the hard copy statements generated from DAT-MAIL were not reflecting the correct Post Office of Mailing for Mail Anywhere mailings. To remedy this, for First Class, Standard and Package Services mailings, when the MPA Payment Account number is defined, DAT-MAIL is now populating the origin Zip from the SEG Verification Facility Zip. 12

13 EDM10X edm10x version Know the PostalOne! payment status and submission details at-a-glance! We added three new columns in the edm10x Submissions view that reflect the payment status of a submission on PostalOne! (i.e. Paid ), the percent of pieces that are paid for (i.e. % pieces paid for ), and the number of pieces paid for (i.e. # pieces paid for ). The new Paid column uses colored icons to that identify the payment status: Completely paid (100%); Almost Paid (98% or greater, but less than 100%); Partially paid (greater than 0, but less than 98%); and Not paid (0%). This payment status information differs from the payments status information provided in DAT-MAIL. This exciting new feature in DAT-MAIL provides the payment information at the job level; whereas, edm10x provides it at the submission level. If more than one submission exists for a job, the payment information provided is cumulative. For example, if there are 3 submissions for a job, the 3 rd submission s payment information displayed will reflect the sum total for it and the two prior submissions. NOTE: All payment/job status information is only reported for submissions to PROD. To be able to view this submission information, both MailDrop Engine and PostalWeb* are required. *PostalWeb registration is required, but no subscription sign-up is necessary. Continued 13

14 The same information provided in the three new columns shown above is also carried over to the Current Submission view. Click the Watch icon to view a demonstration of how to register a PostalWeb site and provision a site location in MailDrop Engine so you can begin seeing your job payment information in DAT-MAIL and/or edm10x. Have a job s Postage Statement IDs at your fingertips! We have added a fourth new column to the edm10x Submissions view called PSID. It displays the USPS Postage Statement ID(s) for each submission to PostalOne!. This will let you match the PSID to the job that was uploaded. If there is no PSID, a message of PSID is not set will display. Since there can be more than one PSID for a job, a link of Show PSID will be inserted. When clicked, the link will expand to display all of the corresponding PSIDs. 14

15 Window Book makes troubleshooting easier and faster! We added a function to assist with expediting the troubleshooting process. When using the Send Feedback feature; specifically, Report a Problem, edm10x will automatically attach the past 30 days of submission data for the selected MDR Client in.csv format to the that is sent from edm10x by the Client to the Window Book Support Team. If no MDR Client is selected, it will send the submission data for all MDR Clients from the past 30 days. This will negate the need for some of the back and forth communication between you, our Client and Window Book s Support Team seeking information about the data in question. This also means that in many cases, your issue gets resolved faster than it would otherwise. Future versions of this feature will also include the PSID (postage statement ID) and status message information! Having to print multiple copies just got easier. We added the ability to the Statement Viewer s Auto Print Settings to allow users to specify the number of copies that should be printed. Keep the multiple copies setting intact for future printing - just click the Save button. Click the Watch icon to view a short demonstration! 15

16 MAILDROP ENGINE MailDrop Engine version Non-DAT-MAIL Users Keep your Mail.dats in sync! For those Clients not using DAT-MAIL, but who are taking advantage of Window Book s edm10x software; specifically, the QuickFix feature, MailDrop Engine will now automatically create a folder and automatically place files that were corrected using QuickFix, in it. This is so that Clients can easily find and replace the original Mail.dat with the fixed Mail.dat to avoid any conflicts with PostalOne! We made the file clean-up process smarter! In MailDrop Engine s Advanced Settings screen, part of the file clean-up process included deleting completed files, i.e. files from the Successful folder. Completed Mail.dats have legal standing and should be kept, at a minimum, for 13 months in the event the USPS decides to perform an audit. This is not true for all files (i.e. Failed, Rejected, etc.). To assist and help protect our Clients, we removed the Successful folder from the Clean All function so that your completed Mail.dats will not be deleted when using this function. Continued 16

17 In addition, deleting completed Mail.dat from the Successful folder is no longer grouped in with the items included as part of the Clean Up Files function. We gave deleting these files their own, independent control and included a Warning message on the screen. The Successful folder is now cleaned up independently from other folders and has an individual date control. The default date is 13 months in the past. Window Book makes troubleshooting easier and faster! We added a function to assist with expediting the troubleshooting process. When using the Send Feedback feature; specifically, Report a Problem, MailDrop Engine will automatically attach the past 30 days of submission data for all active MDR Client configurations in.csv format to the that is sent from MailDrop Engine by the Client to the Window Book Support Team. This will negate the need for some of the back and forth communication between you, our Client and Window Book s Support Team seeking information about the data in question. This also means that in many cases, your issue gets resolved faster than it would otherwise. Future versions of this feature will also include the PSID (postage statement ID) and status message information! 17

18 WHAT S NEW PRODUCT DETAIL AUTOMATION SCHEDULER Automation Scheduler version No more health-check s. Before the introduction of MailDrop Engine, the Automation Scheduler s MDSM plug-in automatically sent health-check s to Window Book s Professional Services group. These health-check s provided information on the overall performance of the MDSM plug-in in conjunction with the MDR Client and submissions. With the conversion to MailDrop Engine, these health-check s are no longer needed, and therefore have been eliminated. 18

19 ARE YOU UP TO DATE? Not all Window Book products that were published in this release included enhancements. Some products were released as a result of bug fixes or support updates for other Window Book software. The Window Book product(s) that were released and fit these criteria are listed in this section. Links to each product s Software Update page are provided so you can easily download and install the latest version. Please Note: Bug fixes are documented in the Release Notes that accompany every product release and are viewable on each product s Software Update page. BY/FOR VALIDATE! By/For Validate! version (Support for Scheduler and Mail Drop Engine ) No bug fixes. AWAM FILE MANAGER AWAM File Manager version (Support for Scheduler and Mail Drop Engine ) No bug fixes. MAILDROP MailDrop version (Support for Mail Drop Engine ) No bug fixes. 19