Pitney Bowes DM125™, DM225™ (PR00, PRL1) User manual
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Pitney Bowes DM125™, DM225™ (PR00, PRL1) are digital postage meters that offer a wide range of features to help you streamline your mailing operations. With these devices, you can print postage directly onto your mail pieces, eliminating the need for stamps and manual postage calculations. The built-in weighing platform makes it easy to determine the correct postage for each piece of mail, and the large LCD display provides clear and concise information about your postage usage. Additionally, these postage meters offer flexible accounting features to help you track your postage expenses and manage multiple accounts.
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Postage Meters DM125, DM225 Digital Postage Meter Operator Guide US English Edition SV63203 Revision B February, 2016 ™ © 2016 Pitney Bowes Inc. All rights reserved. This book may not be reproduced in whole or in part in any fashion or stored in a retrieval system of any type or transmitted by any means, electronically or mechanically, without the express written permission of Pitney Bowes. The use of this information by the recipient or others for purposes other than the training of customers on Pitney Bowes equipment may constitute an infringement of intellectual property rights of Pitney Bowes, and Pitney Bowes assumes no responsibility for any such use of the information. We have made every reasonable effort to ensure the accuracy and usefulness of this manual. However, we cannot assume responsibility for errors or omissions or liability for the misuse or misapplication of our products. Except as provided in writing, duly signed by an officer of Pitney Bowes, no license either express or implied, under any Pitney Bowes or third party’s patent, copyright or other intellectual property rights is granted by providing this information. About this Book This Operator Guide is designed to assist in the daily operations of the DM125, DM225 Digital Postage Meter. Use this book as a reference, as it includes system operating procedures. Version History Document Part Number Release Date Comments SV63203 Rev. B January 2016 Rebranding and Remove Alalog and Perform Flare Conversion Pitney Bowes Contact List Machine Identification Product Name: DM125 and DM225 PCN: PR00, PR05 or PROR (for DM125) and PRL1, PRL5 or PRLR (for DM225) If you need to contact customer support, refer to What Information You Need to Provide Customer Support before making the call. Resources For Account Information Visit us online at pitneybowes.com and sign in. For Customer Support Visit us online at pitneybowes.com/support. For Supplies Visit us online at pitneybowes.com/support and click Ink & Supplies. Table of Contents Version History iv Pitney Bowes Contact List v 1 - Safety Introduction Printing Advertisement, Date and Time Only (no meter stamp) 36 Adding and Removing Inscriptions 37 Seal the Envelope Only - Bypass All Printing 38 Adjusting the Horizontal Print Position of the Meter Stamp 39 12 Battery Handling (California Customers Only) 13 Ear Protection/Noise Exposure Guidelines 14 System Power 15 Operation 16 Maintenance 17 2 - Getting Started 4 - Running Mail Power up the Machine 42 Checking the Amount of Postage Available 43 Determine the Amount of Postage Needed 44 Do You Need Add-On USPS Services? 46 Applying Postage Entering Postage In Manually 47 Parts of the Machine 20 Applying Postage Entering Weight In Manually 49 The Control Panel 22 Connections on the Back of the Machine 24 Applying Postage Using The Weighing Platform 51 Apply Postage Using Differential Weighing Mode 53 3 - What You Can Print on Mail Pieces 5 - Using Batch Count Feature Printing Options 28 What's in the Meter Stamp 29 Check the Meter Stamp Imprint 30 Printing a Meter Stamp with an Advanced Date31 Turning the Date On/Off for a Meter Stamp 33 Printing only the Date and Time (no meter stamp) 34 Adding and Removing Advertisements at the Machine 35 Pitney Bowes Operator Guide February, 2016 Viewing the Batch Mail Count 56 Printing the Batch Count 57 Clearing the Batch Count 58 6 - Maintenance Ink Cartridge Replacement Messages 60 Page vii of 242 Printing a Test Pattern 61 Special Services Report Purging the Print Heads 62 Printing a Single Account Report 100 Replacing the Print Head 63 Printing a Multi-Account Summary Report 101 Replacing the Ink Cartridge 67 Configuration Report 102 Filling The Moistener Tank 70 System Setup Report 103 Cleaning the Moistener Brush 71 Account List Report (Standard Accounting) 104 Cleaning the Moistener Wick and Holder 73 Error Report 105 7 - How to Enter Text 99 10 - Configuring Your Mailing Machine About Entering Text 76 8 - Accounting About System Settings 108 Setting System Time 109 Setting the Contrast of the LCD Display 110 Turning Features On and Off 111 About Accounts 80 Setting the Date, Time and Timeouts 112 Turning Accounts On and Off 81 Setting Normal Time Preset 113 Creating an Account 83 Editing Account Name and Password 84 Setting ENERGY STAR® Sleep Mode Activation Time 114 Selecting an Account 85 Setting Autodate Advance 115 Viewing Account Totals 86 Correct Drift 116 Printing a Single Account Report 87 Setting Daylight Savings Time 117 Printing a Multi-Account Summary Report 88 Setting Up or Disabling the Lock Code 118 Clearing All or Some of the Accounts 89 Deleting an Account 90 Setting Up or Disabling the Supervisor Password 119 Turning On Account Passwords Globally 91 Turning Scale On or Off 120 Turning Off Account Passwords Globally 92 Zeroing the Scale 121 Setting Weight Change Options 122 Setting Class Change Options 123 Setting the High Funds Warning 124 9 - Reports Setting the Low Funds Warning 125 About Reports 94 Enabling Scale Stabilizing 126 Funds Report 96 Setting Barcode Scanner Options 127 Add Postage Report 97 Setting Language Preference 128 Rates Summary Report 98 Install Mode Options 129 Pitney Bowes Operator Guide February, 2016 Page viii of 242 Table of Contents 11 - Using the Preset Feature Adding Postage to Your Machine 152 Withdrawing Postage Funds from the Meter 154 About Presets 132 Defining New Values for the Normal Preset 134 Viewing A Custom Preset 135 Selecting a Custom Preset 136 Defining a New Custom Preset 137 Editing a Custom Preset Name 138 Deleting a Custom Preset 139 12 - Passwords About Passwords and Meter Functions 15 - Meter Downloads, Updates, and Inspections About Meter Downloads, Updates, and Inspections 156 About Postal Rate Changes 158 Procedure for Downloading New Postal Rates, Updates, Inscriptions or Ads 159 Performing Meter Inspections 160 142 16 - Using PC Meter Connect 13 - Connecting to the Data Center About Connecting to the PB Data Center 144 Connect to PB Data Center via the Internet Ethernet Cable to LAN Port 145 Connect to PB Data Center via the Internet Using a Wireless Connection (Wi-Fi) 146 Connect to the Data Center via PC Meter Connect 147 About PC Meter Connect 163 Installation Requirements 164 Network Specifications and Requirements for PC Meter Connect 165 PC Meter Connect Installation 170 Launching the Application 171 Displaying PC Meter Connect on System Tray 172 Accessing Features from the System Tray 174 Starting PC Meter Connect™ 175 PC Meter Connect Application Main Window 177 14 - Adding Postage Checking the Postage Amount using PC Meter Connect 179 Checking Postage Funds in the Meter 150 Adding Postage using PC Meter Connect 180 Checking Postage By Phone® Account Balance 151 Downloading New Postal Rates Using PC Meter Connect 182 Pitney Bowes Operator Guide February, 2016 Page ix of 242 Performing Meter Inspections using PC Meter Connect 183 19 - Troubleshooting Printing a Meter Stamp with an Advanced Date using PC Meter Connect Getting Help 216 What Information You Need to Provide Customer Support 217 Display Problems 218 Adding or Removing Postal Inscriptions using PC Meter Connect 188 Feeding Problems 219 Printing Problems 220 Setting the System Time using PC Meter Connect Accidentally Printing the Wrong Postage 222 Adding or Removing Ads Using PC Meter Connect 184 186 190 Resetting the Scale to Zero Using PC Meter Connect 192 Setting up the Weight Hold Method using PC Meter Connect 193 Setting the High Value Warning using PC Meter Connect Setting the Low Funds Warning using PC Meter Connect 195 196 Viewing Account Totals using PC Meter Connect 197 Printing an Account Report using PC Meter Connect 198 Printing a Refill Summary Report using PC Meter Connect 201 Viewing Meter Software Version Using PC Meter Connect 204 Moistening Problems (envelopes don't seal) 223 Viewing System Configuration Levels 225 Troubleshooting Communications Problems 226 Problems Connecting to the Data Center Via PC Meter Connect 227 Troubleshooting Your Internet Connection 233 Text Error Messages 234 Numeric Error Codes 235 Exception List 238 20 - Glossary Viewing PC Meter Connect Software Version 205 17 - Supplies and Options Supplies and Options 208 18 - Specifications Specifications (Equipment and Materials) Pitney Bowes Operator Guide February, 2016 212 Page x of 242 1 - Safety Introduction Battery Handling (California Customers Only) Ear Protection/Noise Exposure Guidelines System Power Operation Maintenance 12 13 14 15 16 17 Safety Introduction Familiarize yourself with proper procedures and methods before you install, operate or repair the system to avoid personal injury or damage to the equipment. Pitney Bowes Operator Guide February, 2016 Page 12 of 242 Safety Battery Handling (California Customers Only) The battery used in this product contains perchlorate material. California requires perchlorate containing products to be accompanied by the following notice: Perchlorate Material - Special handling may apply. For more information refer to the following website: www.disc.ca.gov.hazardouswaste/perchlorate. Pitney Bowes Operator Guide February, 2016 Page 13 of 242 Safety Ear Protection/Noise Exposure Guidelines Ear protection is required if noise exposure exceeds OSHA standard. There are many factors to be taken into consideration in each individual work area when dealing with ear protection. Factors such as floor noise, length of exposure to noise, loss of hearing history in individual employees can all play a role in requirements. Analyze your specific work area environment to ensure safe practices. OSHA Standards 85dBA time weighted average over an 8-hour shift requires hearing protection be made available to employees and use is recommended. (European Union standard is 80dBA) 90dBA time weighted average over an 8-hour shift mandates hearing protection is used. (European Union standard is 85dBA) NOTE: Local jurisdictions may have more stringent requirements. Refer to local regulations for standards and requirements in your area. Pitney Bowes Operator Guide February, 2016 Page 14 of 242 Safety System Power l l Use the power cord supplied with the machine chassis at the power entry and plug it into a properly grounded (earthed) and easily accessible wall outlet located near the machine. Failure to properly ground (earth) the machine can result in severe personal injury and/or fire. The power cord wall plug is the primary means of disconnecting the machine from AC power supply for Lock Out/Tag Out. l DO NOT use an adapter plug on the line cord or wall outlet. l DO NOT remove the ground pin from the line cord. l The machine will be connected to a dedicated AC power line. l DO NOT route the power cord over sharp edges or trap it between furniture. l l l l Ensure there is no strain on the power cord where it becomes jammed between the equipment, walls or furniture. Be certain the area in front of the wall receptacle into which the machine is plugged is free from obstruction. Ensure there is no strain on the power cord where it becomes jammed between the equipment, walls or furniture. For Input modules and Output modules - power is distributed from the chassis. Use the AC connectors supplied with the modules to connect to system power. Do not connect external devices to the inserter. Pitney Bowes Operator Guide February, 2016 Page 15 of 242 Safety Operation l l l l l l l l l l l l Only trained personnel are permitted to operate this equipment. Training must include instruction in operation under normal conditions and emergency situations. The machine will only be serviced by trained and authorized personnel. Disconnect power source before servicing. Personnel working on or near this equipment must be instructed about the location and operation of pertinent stopping devices. Never run the machine when any of the covers or guards are missing. This equipment is to be used only for the purpose for which it is constructed. Read this manual for the proper use of this equipment. Under no circumstances are the safety characteristics of this equipment to be altered. Routine inspections and preventative maintenance measures are to be conducted according to the appropriate schedules in order to ensure that all guards and safety features are active and functioning properly. Eliminate the risk of entanglement in certain areas of this machine by keeping loose clothing, jewelry, long hair and neckties away from all moving parts. Make sure that clothing and hair fit closely to your body and that all jewelry is removed. Before starting the machine, check that: - All persons are clear of the machine – No maintenance work is being performed on the machine - All guards are in place – The machine is free of scraps, jams and foreign objects. When opening guards, wait for all parts to stop moving before placing hands near paper path. When removing jammed material, avoid using too much force to prevent personal injury and damaging equipment. It is essential that personnel employ safe working practices and observe all related regulations and legal requirements for safety when operating this product. WARNING & CAUTION statements are used in the text of this manual to identify specific hazards, which have potential to cause injury. Pitney Bowes declines all liability in the event of material damage or bodily injury resulting from negligence in the application of these precautions, from non-observation or lack of elementary supervision in respect to handling, operation, servicing or repair, even if not expressly stated in this instruction notice. Pitney Bowes Operator Guide February, 2016 Page 16 of 242 Safety Maintenance l l l l If you train equipment operators, it's important to explain safety precautions to your students and encourage safety awareness. Only documented qualified service personnel should service this equipment per local national requirements. Only set-up maintenance, as described in this manual, is to be performed by operators. Any service that requires removal of protective covering is to be performed by qualified service personnel only. Use the right tool for the job. A set-up tool is supplied to accommodate running different size paper on the inserter. l Use only Pitney Bowes approved printer ink and cleaners. l To prevent overheating, do not cover the vent openings. l Do not store flammable fluids inside this machine. l Do not place any container with liquid on this machine, i.e. coffee cups, soda, etc. l Do not use flammable cleaners in this machine. l l Do not use aerosol air canisters. It is recommended that a vacuum cleaner be used to remove dust and debris from the machine paper path. If you have to use shop air, be sure to turn the system off before you begin cleaning. Be sure shop air does not contain excessive oil or water. Do not spray liquid onto or into any part of the machine. Use a cloth to apply cleaning solution. Pitney Bowes Operator Guide February, 2016 Page 17 of 242 This page intentionally left blank. 2 - Getting Started Parts of the Machine The Control Panel Connections on the Back of the Machine 20 22 24 Getting Started Parts of the Machine Pitney Bowes Operator Guide February, 2016 Page 20 of 242 Getting Started Parts of the Machine Item Description 1 Control Panel: Allows you to enter and set up information on your mailing system. 2 Top Cover: Open this to replace the ink cartridge. 3 Weighing Platform (optional): Allows you to weigh a mail piece for postage calculation. 4 LED: Lights green when your machine is on; amber when your machine is in sleep mode. 5 Utility Slot: Allows you to store the Quick Reference Guide, tape strips, etc. for easy access. 6 Stacker Tray: Allows the neat stacking of finished mail pieces. 7 Transport Release Lever (two position: Home - transport rollers engaged for processing mail (normal) Released - transport rollers disengaged so you can clear a stalled mail piece. NOTE: The machine won't process mail when the lever is left in the released position. 8 Feed Deck: Supports your envelope, post card or tape sheet as it passes under the print mechanism. 9 Moistener (optional): Applies sealing fluid to the envelope flap. 10 Storage Drawer (DM225 only): Holds Return Receipt and Confirmation Services labels. 11 Ink Waste Tank: partially hidden in figure) Pitney Bowes Operator Guide February, 2016 Page 21 of 242 Getting Started The Control Panel Control Panel Pitney Bowes Operator Guide February, 2016 Page 22 of 242 Getting Started Item Description 1 Screen Selection Keys: Allows you to select an option on the screen with the corresponding key. 2 LCD Display: Shows the current status of your system and prompts you through all operations. 3 Page Up/ Page Down: Allows you to scroll up and down through menu choices (when lit, it indicates more choices). 4 Lock/Power Key: Allows you to power up or power down machine. If the lock code feature has been enabled, you can either power down the machine or put the machine into lock-down mode. In lockdown mode, access to the machine requires entering a four-digit lock code. 5 Yes/Enter and No Keys: Allows you to confirm an operation or answer “Yes” or "No" to a prompt (the Yes key also functions as the Enter key for data entry) 6 Alpha/Numeric Keypad: Allows you to type in numbers and letters for account names, postage values, and other information, see How to Enter Text for more information. Item Description 7 Feature Keys: Allows you quick access to the key features on the system: Home: Allows you to recall settings that contain the most commonly printed postage value you use in your home or office, see Using the Preset Feature for more information. Custom Preset: Allows you access to up to five or ten custom settings that you can assign values such as postage amount, ad, account number, etc., see Using the Preset Feature for more information. Funds: Allows you to check your postage funds and number of mail pieces processed, see Adding and Withdrawing Postage for more information. Add Postage: Allows you to add (refill) postage funds to your machine convenient, see Adding and Withdrawing Postage for more information. Reports: Allows you to generate reports for postage, accounting, and other types of data, see Reports for more information. Weight/Rate: Allows you to weigh and calculate postage based on service selected Options: Allows you to access system setup information such as date, time, postage, accounts, passwords, etc., see Configuring Your Mailing Machine for more information. Print Menu: Allows you access to all the information printed on a mail piece such as date, time, postage, ad, inscriptions, etc., see What You Can Print on Mail Pieces for more information. IMPORTANT: When you press one of the Feature keys, any entry in the preceding screen is lost unless you have first pressed the Yes/Enter key to confirm the entry. For example, if you entered an account name on one screen and then immediately pressed another Feature key, the account name will not be recorded by the system. Pitney Bowes Operator Guide February, 2016 Page 23 of 242 Getting Started Connections on the Back of the Machine Pitney Bowes Operator Guide February, 2016 Page 24 of 242 Getting Started Item Description 1 Power Receptacle: Connects to AC power cord (supplied) 2 USB Port (type B peripheral port): Used to connect to: • the Pitney Bowes Data Center via a USB cable connected to a Windows PC that has Internet access (known as PC Meter Connect™ desktop application). See Chapter 6, Adding Postage or Appendix A for more information. • Data Exchange via a PC (optional software product), which allows you to transfer Standard Accounting data from your machine to your PC 3 USB Port (type A host port): Used to connect: • to the Pitney Bowes Data Center via LAN Internet using a USB to LAN network adapter (known as Constant Connection; see Chapter 6, Adding Postage) • an external printer to print report data • a scanner for scanning barcodes applied to certain USPS Confirmation Services on mail pieces • an external weighing platform (scale) • a USB flash drive to store accounting data for high-end accounting systems (e.g., InView™) 4 Power Input: Connects to AC power cord (supplied) Pitney Bowes Operator Guide February, 2016 Page 25 of 242 This page intentionally left blank. 3 - What You Can Print on Mail Pieces Printing Options What's in the Meter Stamp Check the Meter Stamp Imprint Printing a Meter Stamp with an Advanced Date Turning the Date On/Off for a Meter Stamp Printing only the Date and Time (no meter stamp) Adding and Removing Advertisements at the Machine Printing Advertisement, Date and Time Only (no meter stamp) Adding and Removing Inscriptions Seal the Envelope Only - Bypass All Printing Adjusting the Horizontal Print Position of the Meter Stamp 28 29 30 31 33 34 35 36 37 38 39 What You Can Print on Mail Pieces Printing Options You can select to print the following components on your mail piece: l A normal meter stamp, also referred to as the indicia includes: o Current date/time o Datamatrix barcode o ZIP code of the machine o Meter serial number o Postage amount l A meter stamp with an advanced date l A meter stamp with no date l A meter stamp with $0.00 postage l An optional advertisement l An optional postal inscription l Printing only the Date and Time (no meter stamp). l Printing Advertisement, Date And Time Only (no meter stamp). l Bypass all printing and Seal the Envelope only. For information on printing a normal meter stamp, refer to Determining the Amount of Postage Needed. For information on the locations of the meter stamp and optional components, refer to What's in the Meter Stamp. Pitney Bowes Operator Guide February, 2016 Page 28 of 242 What You Can Print on Mail Pieces What's in the Meter Stamp The location of the meter stamp items on a mail piece or tape strip are shown here. Item Description 1 Datamatrix barcode - contains tracking information 2 Meter serial number 3 Postage amount 4 Date 5 ZIP code of the machine 6 Optional postal inscription/class 7 Optional advertisement Meter Stamp, Optional Advertisement and Postal Inscription Components Pitney Bowes Operator Guide February, 2016 Page 29 of 242 What You Can Print on Mail Pieces Check the Meter Stamp Imprint You can check the meter stamp imprint by printing a meter stamp with $0.00 postage. To print with $0.00 postage, press Zero at the Home screen and press Enter/yes, and slide an envelope or a tape sheet through the machine. Pitney Bowes Operator Guide February, 2016 Page 30 of 242 What You Can Print on Mail Pieces Printing a Meter Stamp with an Advanced Date You may want to advance the date printed on the meter stamp if it is after normal business hours and you want to prepare outgoing mail for a future business day's mailing. NOTE: The machine automatically advances the printed date on the meter stamp (as well as its internally held date) when the system time reaches 12:00 AM. Advanced Date Features l You can advance the date up to 30 days from the current date. l Changing the printed date does not change the machine's internally held date. l You can always return the printed date to the current date. l l You cannot change the printed date to a date earlier than the machine's internally held date (in an effort to "backdate" the mail). Accounting data is posted on the actual date the mail piece is run (per the internal clock/calendar in the mailing system), not by the date printed on the meter stamp. How to Advance the Date Manually 1. Press Options. 2. Select Advance the date. 3. The Machine displays the current date in MM DD YY format. You may either: Add one day – to advance the date one day. Add X days (1-30) – Key in the number (in US from 1-30) representing the number of days that you want to advance the date. 4. Select Continue. The new date now shows in the Home screen. Pitney Bowes Operator Guide February, 2016 Page 31 of 242 What You Can Print on Mail Pieces 5. To set the date on your mail back to the current date, press Options and select Set to todays date. If you have PC Meter Connect, refer to How to Advance the Date Using PC Meter Connect. Pitney Bowes Operator Guide February, 2016 Page 32 of 242 What You Can Print on Mail Pieces Turning the Date On/Off for a Meter Stamp Most mailings print the date as part of the meter stamp but for certain classes of mail, you may want to turn off the date. Call your local post office or visit www.usps.com for further information. 1. Press Print Menu. 2. Press Page Down and select Omit day/date/other. 3. Select either Omit the day or Omit the date. 4. You will return to the Home Screen and either the day or date will not display or print on the meter stamp. To restore the day or date, do Steps 1 and 2 above, but select Restore the day or Restore the date which will now display in Step 3. Pitney Bowes Operator Guide February, 2016 Page 33 of 242 What You Can Print on Mail Pieces Printing only the Date and Time (no meter stamp) You may want to use this feature to time-stamp incoming mail or sensitive documents. 1. Press Print Menu. 2. Select Date and Time Only. 3. Place the envelope up against the registration wall of the system and slide it to the right until the system grasps it. The system prints the time and date and ejects the envelope/tape sheet. NOTE: Make sure you orient the mail piece so the date and time prints on a blank section of the mail piece. 4. Select Exit Date and Time when finished to return to the Home screen. Pitney Bowes Operator Guide February, 2016 Page 34 of 242 What You Can Print on Mail Pieces Adding and Removing Advertisements at the Machine 1. From Home screen, press Page Down to second screen and select AD:. 2. Select Select an Ad. 3. You may either: A. Key in the ad number and press Yes/Enter. B. Scroll through ads and then select the ad. 4. You return to the Home screen with the name of the account listed on the second screen. Purchasing other Envelope Ads for your Machine Your machine comes pre-loaded with six envelope ads. If you want another envelope ad, contact Pitney Bowes (see Pitney Bowes Contact List). Ready-made items can be purchased and downloaded directly into your machine. You can also work with Pitney Bowes to create custom ads. NOTE: Your ad must be purchased and the machine must be connected to Pitney Bowes Data Center for this download procedure. 1. From Home screen, press Page Down to second screen and select AD. 2. Select Install an Ad. 3. Select Connect now. The system connects to the Pitney Bowes Data Center (this may take a few moments). Various screens display, letting you know the status of the process. 4. After connection is made and the download has completed, a message stating so displays. Select OK. You can now follow the steps Adding and Removing Advertisements at the Machine to use your new ad. Pitney Bowes Operator Guide February, 2016 Page 35 of 242 What You Can Print on Mail Pieces Printing Advertisement, Date and Time Only (no meter stamp) 1. Press Print Menu. 2. Press Page Down and select Ad, Date & Time. 3. The Print Ad, Date & Time screen appears. l l If you already have an envelope ad set as part of your meter stamp, that ad is listed on the display next to the "Ad" selection. If this is the correct ad, continue with step 4. If you need to change the ad, or select one if none was chosen, select Ad, then select Select an Ad. Choose an ad from the list provided. You return to the Print Ad, Date & Time screen. 4. Place the envelope/tape sheet up against the registration wall of the system and slide it to the right until the system grasps it. The system prints the ad, time and date, and ejects the envelope/tape sheet. Make sure you orient the mail piece so the date and time prints on a blank section of the mail piece. 5. Select Exit Ad Date & Time when finished to return to the Home screen. Pitney Bowes Operator Guide February, 2016 Page 36 of 242 What You Can Print on Mail Pieces Adding and Removing Inscriptions IMPORTANT: The postal inscription that prints on the meter stamp is a separate setting from the postal class you chose when you rate your mail piece. You rate the mail piece as part of the procedure(s) for running mail. The inscription and the class should match for your mail piece. However, if you change one of these on your mailing machine, it does NOT automatically change the other. If you change the inscription be sure it matches the class you select when processing mail. Refer to Running Mail in this guide for more information. 1. From Home screen, press Page Down to second screen and select Insc.. 2. Select Select an Inscript. 3. You may either: A. Key in the inscription number and press Yes/Enter. B. Scroll through inscriptions and then select the inscription. 4. You return to the Home screen with the name of the inscription listed on the second screen. If you have PC Meter Connect, refer to Adding or Removing Postal Inscriptions using PC Meter Connect. Purchasing other Postal Inscriptions for your Machine Your machine comes pre-loaded with two postal inscriptions. Additional inscriptions can be ordered through the Pitney Bowes Supply Line, contact Pitney Bowes (see Pitney Bowes Contact List). Inscriptions can be purchased and downloaded directly into your machine. Pitney Bowes Operator Guide February, 2016 Page 37 of 242 What You Can Print on Mail Pieces Seal the Envelope Only - Bypass All Printing 1. Press Print Menu. 2. Select Seal Only. 3. Place flap along moistener and move towards the right. 4. Slide the envelope to the right until the system takes hold of it. The system seals and ejects the piece. 5. Select Exit Seal Only when finished to return to the Home screen. Pitney Bowes Operator Guide February, 2016 Page 38 of 242 What You Can Print on Mail Pieces Adjusting the Horizontal Print Position of the Meter Stamp 1. Press Print Menu. 2. Press Page Down and select Horiz. print pos. 3. Key in the print distance from the right edge of the envelope to the meter stamp (from 3-24 mm). 4. Press Yes/Enter to return to the Print Menu. Pitney Bowes Operator Guide February, 2016 Page 39 of 242 This page intentionally left blank. 4 - Running Mail Power up the Machine Checking the Amount of Postage Available Determine the Amount of Postage Needed Do You Need Add-On USPS Services? Applying Postage Entering Postage In Manually Applying Postage Entering Weight In Manually Applying Postage Using The Weighing Platform Apply Postage Using Differential Weighing Mode 42 43 44 46 47 49 51 53 Running Mail Power up the Machine When you power up your system, the Home screen appears on the operating display. If your system has been set up to require a Lock Code or password, you are prompted to enter it. A typical Home screen is show below (with optional scale connected and optional internal rating feature). Pitney Bowes Operator Guide February, 2016 Page 42 of 242 Running Mail Checking the Amount of Postage Available 1. Press Funds. 2. The funds left, used, and pieces processed display. Available – the amount of funds (postage) left in your meter Used – the total of all postage ever used in the meter Total Pieces – the total number of mail pieces run through the meter that had postage applied 3. Press Clear (back arrow key) or Home to return to Home screen. If you have PC Meter Connect, refer to Checking the Postage Amount Using PC Meter Connect. Pitney Bowes Operator Guide February, 2016 Page 43 of 242 Running Mail Determine the Amount of Postage Needed The amount of postage required for a mail piece is based on USPS regulations and includes the following factors: l class of mail (how fast you want the mail piece delivered ) l weight l shape (for certain size letters and all packages) Calculate the Postage Manually If you need to calculate the postage manually, please contact your local Post Office or go to www.usps.com for the latest rates and fees. Based on those rates and fees and the above factors you can determine the exact postage and can key that amount into the machine. Refer to Entering Postage Amount Manually. Use the Internal Rating to Calculate the Postage Use the machine can calculate the postage for the mail pieces based on the weight you provide. Refer to Applying Postage Using Internal Rating. Use the Scale with Internal Rating to Calculate Postage If you have purchased the scale, the machine can calculate the postage required for the mail piece. Refer to Applying Postage Using Scale and Internal Rating. Use the Differential Weighing Mode Differential weighing is an optional feature that allows you to place multiple items on the scale, remove one item at a time, rate that item, and put postage on it. This is repeated until you have finished all of the items on the scale. This procedure is usually done when you have multiple mail pieces with different weights but all using the same class for rating. Refer to Apply Postage Using Differential Weighing Mode. For All Weighing Modes Large Pieces and Parcels - Use tape sheets to apply postage for large pieces and parcels that can't be run through the machine. Feed the tape sheets into the machine the same way you would feed an envelope. Apply the postage tape sheets on the mail piece or parcel. Pitney Bowes Operator Guide February, 2016 Page 44 of 242 Running Mail ZIP Codes and Zone Numbers - The system allows you to enter either a ZIP code or a Zone number for those USPS® classes and services that require a destination entry (e.g., Priority class over 1 lb.). When prompted to enter a destination in these cases, you may either key in the one-digit Zone number (0-8) and select "This is a Zone" or key in the 5-digit ZIP code and select "This is a ZIP Code". Pitney Bowes Operator Guide February, 2016 Page 45 of 242 Running Mail Do You Need Add-On USPS Services? If you want to use any of the optional add-on USPS Services (such as insurance, COD, Delivery Confirmation, Signature Confirmation, Return Receipt, etc.), please contact your local Post Office to complete the postage process. You will have to attach specific labels and/or fill out forms and pay additional fees to include these services on your mail piece. Pitney Bowes Operator Guide February, 2016 Page 46 of 242 Running Mail Applying Postage Entering Postage In Manually This procedure can be used when you already know the weight of a mail piece and you are not using the integrated weighing platform. 1. Press Weigh/Rate. 2. Select Enter Manual Weight. 3. Key in pounds and select Set Pounds (maximum is 70 lbs.). 4. Key in ounces and select Set oz and Continue. 5. Select the desired class by pressing the key next to the class name (use the scroll keys to see additional classes). 6. If there is no value next to the class name, more information is needed. Follow the prompts for the options and/or services available for this class of service. The last screen is usually Servicesand lists special services such as COD and Insurance. If you are unsure if a particular class is valid for your mail piece, call your local post office or visit www.usps.com. 7. Select Done when finished entering all the class options and fees. 8. If using the moistener, place flap along moistener and move towards the right. Pitney Bowes Operator Guide February, 2016 Page 47 of 242 Running Mail 9. Place the envelope up against the registration wall of the system and slide it to the right until the system grasps it. The system prints the meter stamp and ejects the envelope/tape sheet. Pitney Bowes Operator Guide February, 2016 Page 48 of 242 Running Mail Applying Postage Entering Weight In Manually This procedure can be used when you already know the weight of a mail piece and you are not using the integrated weighing platform. 1. Press Weigh/Rate. 2. Select Enter Manual Weight. 3. Key in pounds and select Set Pounds (maximum is 70 lbs.). 4. Key in ounces and select Set oz and Continue. 5. Select the desired class by pressing the key next to the class name (use the scroll keys to see additional classes). 6. If there is no value next to the class name, more information is needed. Follow the prompts for the options and/or services available for this class of service. The last screen is usually "Services" and lists special services such as COD and Insurance. If you are unsure if a particular class is valid for your mail piece, call your local post office or visit www.usps.com. 7. Select Done when finished entering all the class options and fees. 8. If using the moistener, place flap along moistener and move towards the right. Pitney Bowes Operator Guide February, 2016 Page 49 of 242 Running Mail 9. Place the envelope/tape sheet up against the registration wall of the system and slide it to the right until the system grasps it. Pitney Bowes Operator Guide February, 2016 Page 50 of 242 Running Mail Applying Postage Using The Weighing Platform 1. Make sure scale is activated (you will see “0lb. and 0.0oz” next to the "Scale" on the display). See Turning Scale On or Off to turn your scale on if necessary. 2. Place mail piece on weighing platform. The weight of the mail piece will appear on the top-line of the display and valid classes and rates for this weight are displayed. 3. Select the desired class by pressing the key next to the class name (use the scroll keys to see additional classes). If you are unsure if a particular class is valid for your mail piece, call your local post office or visit www.usps.com. 4. If there is no value next to the class name, more information is needed. Follow the prompts for the options and/or services available for this class of service. The last screen shows "Services" and lists special services such as COD and Insurance. 5. Select Done when finished entering all the class options and fees. 6. If using the moistener, place flap along moistener and move towards the right. Pitney Bowes Operator Guide February, 2016 Page 51 of 242 Running Mail 7. Place the envelope up against the registration wall of the system and slide it to the right until the system grasps it. The system prints the meter stamp and ejects the envelope/tape sheet. Pitney Bowes Operator Guide February, 2016 Page 52 of 242 Running Mail Apply Postage Using Differential Weighing Mode Differential weighing is an optional feature that allows you to place multiple items on the scale, remove one item at a time, rate that item, and put postage on it. This is repeated until you have finished all of the items on the scale. This procedure is usually done when you have multiple mail pieces with different weights but all using the same class for rating. 1. Press Weigh/Rate. 2. Select Diff. weighing. 3. Place all items on the scale. 4. Select the desired class by pressing the key next to the class name (use the scroll keys to see additional classes). 5. If there is no value next to the class name, more information is needed. Follow the prompts for the options and/or services available for this class of service. The last screen is usually "Services" and lists special services such as COD and Insurance. If you are unsure if a particular class is valid for your mail piece, call your local post office or visit www.usps.com. 6. Select Done when finished entering all the class options and fees. 7. Remove one item from the scale. 8. A ready to print postage screen displays, which includes the rating class you've chosen and piece weight of the item removed. 9. If using the moistener, place envelope flap along moistener and move towards the right. 10. Place the envelope/tape sheet up against the registration wall of the system and slide it to the right until the system grasps it. The system prints the meter stamp and ejects the envelope/tape sheet. 11. Repeat steps 7 -10 for each item that needs postage. Pitney Bowes Operator Guide February, 2016 Page 53 of 242 Running Mail 12. When you have removed the last item from the scale, the "LAST ITEM" screen displays. Rate this item – select this option if you want to rate the last piece removed. A ready to print postage screen displays. Follow Steps 8-11 above. The Home screen displays when you are done. Exit Diff. Weighing – select this option if you want to exit this mode without rating the last item. The Home screen displays. Continue – select this option if you want to continue rating more items with the same rate. A "Place mail on scale" screen displays. Follow Steps 7-11 above to continue. Pitney Bowes Operator Guide February, 2016 Page 54 of 242 5 - Using Batch Count Feature Viewing the Batch Mail Count Printing the Batch Count Clearing the Batch Count 56 57 58 Using Batch Count Feature Viewing the Batch Mail Count Your system can keep track of batches of mail. You can use this feature to track the amount of mail going out per day, per week, per month, etc. The system stores the postage value and piece count information in a "batch register". To view the batch count: 1. Press Funds. 2. Press Page Down. 3. The display shows the batch information. Funds Report Description Batch Count: The number of mail pieces that had postage applied since the last time the batch count was cleared. Batch Value: The amount of postage applied since the last time the batch value was cleared. 4. To clear the batch count, refer to Clearing the Batch Count. or press Home to return to the Home screen. Pitney Bowes Operator Guide February, 2016 Page 56 of 242 Using Batch Count Feature Printing the Batch Count 1. Press Funds. 2. Press Page Down twice and select Print Funds Report. 3. At the "Please insert envelope or tape sheet to print report" prompt, place the envelope/tape sheet up against the back wall of the system and slide it to the right until the system grasps it. The Funds Reports is printed and the envelope/tape strip is ejected. 4. Press Home to return to the Home screen. Funds Report Description Used: The total of all postage ever used in the meter. Available: The amount of postage remaining in the meter. Total Pieces: The total number of mail pieces run through the machine that had postage applied. Control Sum: The total of all postage refills for the meter and equals the amount Used plus Available. This is a postal requirement that verifies an accurate accounting of the postage in your meter. Batch Count: The number of mail pieces that had postage applied since the last time the batch count was cleared. Batch Value: The amount of postage applied since the last time the batch value was cleared. PBP Serial No: The serial number of this meter (normally meter number). Pitney Bowes Operator Guide February, 2016 Page 57 of 242 Using Batch Count Feature Clearing the Batch Count IMPORTANT: Make sure you really want to clear the batch count; once you do, you can't restore the data. 1. Press Funds 2. Press Page Down and select Clear batch values. 3. At the "Confirm Clear" prompt, press Yes/Enter to confirm. The batch value and batch piece registers return to zero 4. Press Home to return to the Home screen. Pitney Bowes Operator Guide February, 2016 Page 58 of 242 6 - Maintenance Ink Cartridge Replacement Messages Printing a Test Pattern Purging the Print Heads Replacing the Print Head Replacing the Ink Cartridge Filling The Moistener Tank Cleaning the Moistener Brush Cleaning the Moistener Wick and Holder 60 61 62 63 67 70 71 73 Maintenance Ink Cartridge Replacement Messages NOTE: Please be sure to keep a spare ink cartridge on hand at all times. Your actual ink usage will vary, depending on whether you routinely print ads, the number of pieces of mail you print a day and other factors. The following messages regarding ink supply status appear on the machine display: “Low Ink" Replace the ink cartridge soon. You can print about another 300 impressions or leave the system running for six days without printing. If you don’t have a replacement cartridge on hand, you should order one now. Refer to the Contact List for information on ordering supplies. "Ink Out” Replace the ink cartridge immediately. The ink supply is gone you will not be able to print any postage. "Waste Tank - Tank is nearly full” Call the Pitney Bowes Supply Line and order a waste ink pad replacement kit. Refer to Pitney Bowes Contact List. You will be able to print postage in this condition, but only for a limited time. "Waste Tank Full" The waste ink tank is full. If you haven't already, call the Pitney Bowes Supply Line and order a waste ink pad replacement kit. Refer to Pitney Bowes Contact List. You will not be able to print postage in this condition. Pitney Bowes Operator Guide February, 2016 Page 60 of 242 Maintenance Printing a Test Pattern The test print allows you to print a test pattern to see if the print head is functioning properly or you have enough ink in the cartridge. 1. Press Options. 2. Press Page Down twice. 3. Select Advanced Features. 4. Select Maintenance mode. 5. Select Printer maintenance. 6. Select Test Print. 7. l l The test pattern should look like the sample below Good Test Print (no missing lines). If it does then press Enter/yes. If the test pattern looks like the sample below Poor Test Print(missing lines), press NoThe machine will execute a print head cleaning. When complete you will be returned to the PM maintenance menu. Pitney Bowes Operator Guide February, 2016 Page 61 of 242 Maintenance Purging the Print Heads If you get a poor test print pattern, purge the printer heads to see if this fixes the problem. 1. Press Options. 2. Press Page Down twice. 3. Select Advanced Features. 4. Select Maintenance mode. 5. Select Printer maintenance. 6. Select Purge. 7. You have a choice of 4 purges to use. Normally selecting Purge A is sufficient to purge the system, unless directed by a Pitney Bowes agent to do otherwise. 8. The system executes a purge. This may take a few moments. When finished, you return to the Purge screen. 9. Press Clear (back arrow key) 5 times to return to the Home screen. Pitney Bowes Operator Guide February, 2016 Page 62 of 242 Maintenance Replacing the Print Head IMPORTANT: This procedure should only be done under the direction or with the permission of a Pitney Bowes representative. This procedure can also be used to reseat the print head in response to a possible error condition. If you are still experiencing poor print quality after purging the print head, you can replace the print head. 1. Remove the weighing platform (if you are using one) by lifting it straight up. 2. Open the top cover. 3. Select Replace Ink Tank on the display. This moves the printhead and ink tank cartridge into position. 4. Unlatch the ink tank cartridge guard by sliding the green lever to the right and flipping the guard open. Pitney Bowes Operator Guide February, 2016 Page 63 of 242 Maintenance 5. Lift up and remove the ink tank cartridge. 6. Squeeze in on the two gray tabs on either side of the print head so that they slide toward each other. 7. While squeezing, lift and tilt the print head to the right toward the space for the ink tank cartridge. The print head should come up out of the machine. 8. Remove the new print head from packaging. Pitney Bowes Operator Guide February, 2016 Page 64 of 242 Maintenance 9. Remove the protective tape or the black cap from the bottom of the new print head. OR 10. Squeeze the two gray tabs on either side of the new print head and slightly angle the print head while pushing the print head flush against the wall. 11. Replace the ink cartridge, see Replacing the Ink Tank Cartridge if you need assistence. Pitney Bowes Operator Guide February, 2016 Page 65 of 242 Maintenance 12. Close the top cover and reposition the weighing platform, if you are using one. The machine resets and you return to the Home screen. Pitney Bowes Operator Guide February, 2016 Page 66 of 242 Maintenance Replacing the Ink Cartridge IMPORTANT: This procedure should only be done under the direction or with the permission of a Pitney Bowes representative. This procedure can also be used to reseat the print head in response to a possible error condition. 1. Remove the weighing platform (if you are using one) by lifting it straight up. 2. Open the top cover. 3. Select Replace Ink Tank on the display. This moves the printhead and ink tank cartridge into position. 4. Unlatch the ink tank cartridge guard by sliding the green lever to the right and flipping the guard open. Pitney Bowes Operator Guide February, 2016 Page 67 of 242 Maintenance 5. Lift up and remove the ink tank cartridge. 6. Remove tape on the bottom of the new ink tank cartridge. 7. Lower the ink cartridge into the cavity (the label on the top of the cartridge should face the front of your system). The ridges on either side of the cartridge will slide into the grooves. 8. Close the ink cartridge guard and "click" to secure. Pitney Bowes Operator Guide February, 2016 Page 68 of 242 Maintenance 9. Close the cover.The system automatically starts an ink initialization process and in a few moments returns you to the Home screen. Replace the weighing platform if you use one. Pitney Bowes Operator Guide February, 2016 Page 69 of 242 Maintenance Filling The Moistener Tank Refer to the following procedure to refill the moistener. 1. Check the moistener tank to see how much sealing solution is left. 2. Add enough E-Z Seal® to bring the sealant level up to the bottom of the fill hole. We recommend E-Z Seal because it helps keep your moistener clean and improves sealing efficiency. Refer to the Pitney Bowes Contact List to order E-Z Seal. 3. If the tank was empty, allow 30 minutes for the moistener brush and wick to get completely wet. NOTE: Do not overfill the moistener tank. Pitney Bowes Operator Guide February, 2016 Page 70 of 242 Maintenance Cleaning the Moistener Brush 1. Push down on the blue release lever on the moistener. 2. Pull the moistener straight out to the left away from the machine. 3. Open the hinged brush holder. Pitney Bowes Operator Guide February, 2016 Page 71 of 242 Maintenance 4. Grasp the bristles and slide the brush out of the hinged brush holder, toward the front of the moistener tank. 5. Clean the brush in plain water, and rinse thoroughly. Blot the brush with a paper towel to remove excess water. 6. Position the brush as shown at right so its bottom edge is under the mounting tabs and slide the brush back toward the rear of the moistener. 7. Reinstall the moistener. Push down on the blue release lever on the moistener and guide the moistener back onto the machine. You should hear a click as it engages. Pitney Bowes Operator Guide February, 2016 Page 72 of 242 Maintenance Cleaning the Moistener Wick and Holder 1. Push down on the blue release lever on the moistener. 2. Pull the moistener straight out to the left away from the machine. Pitney Bowes Operator Guide February, 2016 Page 73 of 242 Maintenance 3. Pull up to remove the holder and wick from the moistener. 4. Separate wick from metal holder, clean the wick in plain water, and rinse thoroughly. Blot the wick with a paper towel to remove excess water and place the wick back into the holder. 5. Reinstall the wick and holder assembly into moistener. Be sure the holder is seated against the top of the wick. 6. Reinstall the moistener. Push down on the blue release lever on the moistener and guide the moistener back onto the machine. You should hear a click as it engages. Pitney Bowes Operator Guide February, 2016 Page 74 of 242 7 - How to Enter Text About Entering Text 76 How to Enter Text About Entering Text When is Text Entry Used? Text is entered for these functions: l International mail (selecting a country) l Entering Canada and UK Postal Codes l Naming a Custom Preset l Naming an Account in the Departmental Accounting feature How is Text Entry Done? Text entry is done via the numeric keypad in a fashion similar to current cell phone text entry. Each key, 2 through 9, has three or four letters displayed above it. There is no dedicated key to switch between alpha and numeric mode. On those screens (and only those screens) where either an alpha or numeric character may be entered (e.g. preset names, postal codes, account names), press a numeric key to cycle through the 4 possibilities for that key. For example, pressing the “2” numeric key cycles through "2" - "A" - "B" - "C". Extended character sets are provided for foreign markets on a country-by-country basis. In those cases, a numeric key may be pressed more than four times to cycle through the complete character set associated with a key. If you wish to enter two consecutive alpha characters that are located on the same numeric key (such as “DE”), you must wait for the cursor to automatically move right to the second character’s position before entering the second character. There is about a 1-second delay following an alpha entry before the cursor moves one position to the right. Postal Codes In postal codes, all alpha characters are uppercase. For non-US postal codes that follow a fixed format of alpha and numeric characters, only the appropriate alpha or numeric in each specific position is allowed. Pitney Bowes Operator Guide February, 2016 Page 76 of 242 How to Enter Text Custom Preset Names and Account Names For Preset names, and Account names, the first letter of the first word automatically defaults to uppercase. Special Characters Special characters are accessed by repeatedly pressing the “1” key. Special characters include: Item Description , Comma ! Exclamation point * Asterick @ At sign . Period + Plus sign : Colon # Number sign $ Dollar sign ^ - Minus sign (dash) = Equals ? Question mark & Ampersand / Forward slash % Percent \ Back slash _ Underscore ( Open parenthesis " ) Close parenthesis Carrot Quotation mark The zero (0) key on the keypad functions as the space key. The word “Space” is printed on the machine to indicate this. The decimal point key (.) functions as the Shift key. The word “Shift” is printed on the machine to indicate this. This key toggles between “all uppercase letters” and “all lowercase letters.” The current mode is presented on line 4 of the display. ABC to indicate the uppercase mode, or abc to indicate the lowercase mode. Pitney Bowes Operator Guide February, 2016 Page 77 of 242 This page intentionally left blank. 8 - Accounting About Accounts Turning Accounts On and Off Creating an Account Editing Account Name and Password Selecting an Account Viewing Account Totals Printing a Single Account Report Printing a Multi-Account Summary Report Clearing All or Some of the Accounts Deleting an Account Turning On Account Passwords Globally Turning Off Account Passwords Globally 80 81 83 84 85 86 87 88 89 90 91 92 Accounting About Accounts Standard Accounting The standard accounting feature on your machine allows you to track your postage costs by categories. These categories can represent whatever is appropriate for your organization - departments, people, locations, projects, etc. Tracking your mailing expenses by category allows you to manage and budget your postal costs in a more efficient manner. The system provides the following accounting options: l A name up to 12 alphanumeric characters long. l An account number. l The item total. This is the total number of pieces of mail charged to an account since it was last cleared. l The value total. This is the total amount of postage charged to an account since it was last cleared. l An account password (if set up) can run enhanced accounting features Enhanced Accounting InView™ Accounting Your DM125, DM225 mailing machine can run enhanced accounting software from Pitney Bowes called InView™ Accounting. This software allows you to further customize your categories into subaccounts and even subsubaccounts allowing for more details accounting of your mailing expenses. InView™ Meter Reporting This optional web based software from Pitney Bowes allows you to view, consolidate and analyze postage meter usage information from one mailing machine or multiple machines throughout your organization. For more information on InView™ Accounting and InView™ Meter Reporting visit the Pitney Bowes website and enter "InView" in the search field on our Home page. Pitney Bowes Operator Guide February, 2016 Page 80 of 242 Accounting Turning Accounts On and Off Turning Accounts On 1. At the home screen, press Options. 2. Press Page Down and select Turn items ON/OFF. 3. Select Accounting 4. Select Standard Acct. If the supervisor password has been enabled, you are prompted to enter it. Key in the 4-digit password and select Continue. —If you want to enable InView Accounting you must have purchased that option. Refer to document SV62371 InView Accounting Guide for the DM125, DM225 Digital Mailing System on our website for information on setting up InView Accounting. See Pitney Bowes Contact List. 5. The next screen shown depends on your machine settings: If accounts have been established already – Select Select an account. If no accounts have been established – you are prompted to create an account. Refer to Creating an Account. 6. The "Select an Account" screen displays. Press Page Down (if lit) to see more choices. To select an account: A. Key in the first digit of the account number if you know it and press Yes/Enter, OR B. Use the appropriate selection key next to the display. Pitney Bowes Operator Guide February, 2016 Page 81 of 242 Accounting 7. You return to the Home screen with the name of the account listed (the example below shows "Sales" as the account chosen). Turning Accounts Off NOTE: You will not be tracking postage by account when this feature is turned off. 1. From the Home screen select ACCT. 2. Press Page Down twice. 3. Select Turning accounting OFF. If the supervisor password has been enabled, you are prompted to enter it. Key in the 4-digit password and select Continue. 4. You return to the Home screen with no account displayed. Pitney Bowes Operator Guide February, 2016 Page 82 of 242 Accounting Creating an Account To create an account to track postage. 1. From the Home screen select ACCT. 2. Select Create an account. If a Supervisor password has been enabled, you are prompted to enter one. Key in the 4-digit password if necessary and select Continue. 3. The system will prompt for the name of this account. Key in a name for the account. It can be up to twelve alpha/numeric characters long. To access alpha characters, tap the appropriate number key until the desired character displays. When finished, select Continue. 4. If passwords have been enabled for accounts, you will be prompted to enter one. A. Key in the 4-digit password and select Continue. B. At the confirmation password prompt, re-enter the new password and select Set. 5. At the prompt to create another account, either A. Press Yes/Enter and go back to Step 3 to enter another account, OR B. Press No to continue. You return to the Accounts menu. 6. Press Clear (back arrow key) or Home to return to the Home screen. Pitney Bowes Operator Guide February, 2016 Page 83 of 242 Accounting Editing Account Name and Password You can edit an account name and establish passwords for each account if you wish. 1. From Home screen, press the selection key next to ACCT line to display the Accounts menu. 2. Press Page Down and select Edit an account. 3. If the supervisor password has been enabled, you are prompted to enter it. Key in the 4-digit password and select Continue. 4. The Edit an Account screen displays (a sample is shown below). Press Page Down(if lit) to see more choices. To select an account: A. Key in the first digit of the account number if you know it and press Yes/Enter, OR B. Use the appropriate selection key next to the display. 5. If a password has been assigned to this account, you will be prompted to enter one. Key in the 4digit password and select Continue. Pitney Bowes Operator Guide February, 2016 Page 84 of 242 Accounting Selecting an Account You need to select an account to track postage when using Departmental Accounting. 1. From Home screen, press the selection key next to ACCT: line to display the Accounts menu. 2. Select Select an account 3. The Select an Account screen displays. Press Page Down (if lit) to see more choices. To select an account: A. Key in the first digit of the account number if you know it and press Yes/Enter, OR B. Use the appropriate selection key next to the display. 4. If a password has been assigned to this account, you will be prompted to enter one. Key in the 4digit password if necessary. 5. You return to the Home screen with the name of the account listed (the example below shows "Sales" as the account chosen). Pitney Bowes Operator Guide February, 2016 Page 85 of 242 Accounting Viewing Account Totals You can view your account totals anytime using this option. 1. From Home screen, press the selection key next to ACCT: line to display the Accounts menu. 2. Press Page Down and select Display acct totals. 3. The Display an Account screen displays. Press Page Down (if lit) to see more choices. To select an account: A. Key in the first digit of the account number if you know it and press Yes/Enter, OR B. Use the appropriate selection key next to the display. 4. The account number, name, pieces, and value of the postage used displays. Select Continue. 5. You have a choice to either view another account, clear the account, or exit. A. Select View another acct and go back to Step 3 to enter another account to view. B. Select Clear this account if you want to clear account totals. If your system has been set up to require a supervisor or account password, you are prompted to enter it. The "Clear an Account" screen displays and you continue with Step 3 from Clearing an Account. C. Follow the prompts to exit this screen if you are finished. 6. Press Home to return to the Home screen. To perform this with PC Meter Connect, refer to Viewing Account Totals using PC Meter Connect. Pitney Bowes Operator Guide February, 2016 Page 86 of 242 Accounting Printing a Single Account Report This report provides the postage amount and number of pieces applied for a single account (if the Departmental Accounting feature is set up on your system). To print an account report: 1. Press Reports. 2. Select Printable report. 3. Select Single Accounts Rpt. 4. Key in an account. 5. When prompted, insert tape sheet or envelope into machine. The report is printed and you return back to the Printable reports menu. 6. Press Clear (back arrow key) to return to Report type menu or press Home to return to the Home screen. To perform this with PC Meter Connect, refer to Printing an Account Report using PC Meter Connect. Pitney Bowes Operator Guide February, 2016 Page 87 of 242 Accounting Printing a Multi-Account Summary Report This report provides the postage amount and number of pieces applied for a single account (if the Departmental Accounting feature is set up on your system). To print an account report: 1. Press Reports. 2. Select Printable report. 3. Select Multi Acct Summary. 4. When prompted, insert tape sheet or envelope into machine. The report is printed and you return back to the Printable reports menu. 5. Press Clear (back arrow key) to return to Report type menu or press Home to return to the Home screen. To perform this with PC Meter Connect, refer to Printing an Account Report using PC Meter Connect. Pitney Bowes Operator Guide February, 2016 Page 88 of 242 Accounting Clearing All or Some of the Accounts You can clear the postage totals on an account when necessary (for example, at the end of a fiscal year). IMPORTANT: Make sure you really want to clear an account. Once you do, the account information is gone. We suggest you print an accounting report first, see Printing a Multi-Account Summary Report before clearing. 1. From Home screen, press the selection key next to ACCT: line to display the Accounts menu. 2. Press Page Down and select Clear an account. If a Supervisor password has been enabled, you are prompted to enter one. Key in the 4-digit password if necessary. 3. The Clear an Account screen displays. Press Page Down (if lit) to see more choices. To select an account: A. Key in the first digit of the account number if you know it and press Yes/Enter, OR B. Use the appropriate selection key next to the display. 4. At the confirm clear prompt, press Yes/Enter (or No if you change your mind). The account is cleared and you return back to the Accounts menu. Pitney Bowes Operator Guide February, 2016 Page 89 of 242 Accounting Deleting an Account You can delete an account when necessary (for example, at the end of a fiscal year). IMPORTANT: Make sure you really want to delete an account. Once you do, the account information is gone. We suggest you print an accounting report first before deleting, see Printing a Multi-Account Summary Report. 1. From Home screen, press the selection key next to ACCT: line to display the Accounts menu. 2. Select Delete an account. If a Supervisor password has been enabled, you are prompted to enter one. Key in the 4-digit password if necessary. 3. The Delete an Account screen displays. Press Page Down (if lit) to see more choices. To select an account: A. Key in the first digit of the account number if you know it and press Yes/Enter, OR B. Use the appropriate selection key next to the display. 4. At the confirmation prompt to delete the account selected, press Yes/Enter to delete (or No if you change your mind). Pitney Bowes Operator Guide February, 2016 Page 90 of 242 Accounting Turning On Account Passwords Globally You can turn on the requirement for all operators to enter passwords when choosing an account. NOTE: You need to set up a Supervisor password, see Setting Up or Disabling the Supervisor Password before you can enable Account passwords. NOTE: You need to establish a password for each account to complete the process. 1. From Home screen, press the selection key next to ACCT: line to display the Accounts menu. 2. Press Page Down twice and select Acct Passwords. 3. Select Turn Passwords ON. You return back to the Accounts menu. 4. Select Select an account. 5. The Select an Account screen displays (a sample is shown below). Press Page Down to see more choices (if lit). To select an account you may either: A. Key in the first digit of the account number if you know it and press Yes/Enter OR B. Use the appropriate selection key next to the display. 6. You return to the Home screen with the name of the account listed. 7. Continue with Creating an Account later in this chapter to set up accounts with passwords. Pitney Bowes Operator Guide February, 2016 Page 91 of 242 Accounting Turning Off Account Passwords Globally You can turn off the requirement for operators to enter passwords (if passwords are set up) when choosing an account. 1. From Home screen, press the selection key next to ACCT: line to display the Accounts menu. 2. Press Page Down twice and select Acct Passwords. 3. Select Turn Passwords OFF. 4. You are prompted to enter the Supervisor password. Key in the 4-digit password. You return back to the Accounts menu. 5. Press Clear (back arrow key) or Home to return to the Home screen. Pitney Bowes Operator Guide February, 2016 Page 92 of 242 9 - Reports About Reports Funds Report Add Postage Report Rates Summary Report Special Services Report Printing a Single Account Report Printing a Multi-Account Summary Report Configuration Report System Setup Report Account List Report (Standard Accounting) Error Report 94 96 97 98 99 100 101 102 103 104 105 Reports About Reports Your machine allows you to view and print reports for funds usage, postage refills, and other valuable data. Some reports are done right from your machine on an envelope or tape sheet, others require an optional attached printer. For information on printing accounting reports, refer to Printing an Account Report. NOTE:The type of reports available will vary, depending on the options installed on your machine. Available reports may Include: l Add Postage Report l Single Account Report l Multi-account Summary Report l Account List Report (laser printer only) l Special Services l Register (Funds) Report l Configuration Report l Systems Setup Report (laser printer only) l Error Report l Rates Summary Report Printing a Report on an Envelope or Tape Strip 1. Press Menu. 2. Select Reports. 3. Select the report you wish to print from the list. You may need to press the down arrow key to view additional reports. 4. If you have an attached printer, you will need to select Mailing Machine. Pitney Bowes Operator Guide February, 2016 Page 94 of 242 Reports 5. Place an envelope or tape strip up against the back wall and slide it to the right until the machine grasps it. If you are printing a multi-page report you will be prompted to insert another envelope or tape sheet. 6. Once printing is complete you will be prompted to print another report. You can choose Yes to print another report or No to return to the Home screen. Printing a Report Using a Laser Printer 1. Press Menu. 2. Select Reports. 3. Select the report you wish to print from the list. You may need to press the down arrow key to view additional reports. 4. When prompted, select Attached Printer. 5. A message appears indicating that the report will be printed to the attached printer. Select Returen to Reports Menu to continue. Pitney Bowes Operator Guide February, 2016 Page 95 of 242 Reports Funds Report A funds report allows you to print a record of how much postage has been used and how much is remaining in the machine. 1. Press Reports. 2. Select Printable report. 3. Select Register Report. 4. When prompted, insert tape sheet or envelope into the machine. The report is printed (see sample below). 5. Press Clear (back arrow key) to return ot the Report type menu, or press Home to return to the Home screen. Description Used: the total of all postage ever used in the meter. Available: the amount of postage left in the meter. Total Pieces: the total number of mail pieces run through the meter that had postage applied. Control Sum: the total of all postage refills for the meter and equals the amount Used plus Available. Batch Count: the number of mail pieces that had postage applied since the last time the batch count was cleared. Batch Value: the amount of postage applied since the last time the batch value was cleared. PBI Serial No: serial number of this meter (normally meter number). Account No: your Postage By Phone® system account number. Pitney Bowes Operator Guide February, 2016 Page 96 of 242 Reports Add Postage Report 1. Press Reports. 2. Select Printable report. 3. Select Add Postage Report. 4. When prompted, insert tape sheet or envelope into the machine. The report is printed (see sample below). 5. Press Clear (back arrow key) to return to the Report type menu, or press Home to return to the Home screen. Description Date of Refill: the date of the refill. Time: the time of refill. Refill Amount: the amount of the refill. Account No.: your Postage By Phone® system account number. Meter No: serial number of this meter (normally meter number). Printed: the date the report was printed. If you have PC Meter Connect, refer to Printing a Refill Summary Report using PC Meter Connect. Pitney Bowes Operator Guide February, 2016 Page 97 of 242 Reports Rates Summary Report This report lists system information about your mailing machine. 1. Press Reports. 2. Select Printable reports. 3. Press Page Down once. 4. Select Rates Summary Rpt.. 5. When prompted, insert tape sheet or envelope into the machine. If it is a multi-page report you will be prompted to insert another envelope/tape sheet. 6. Press Clear (back arrow key) to return to the Report type menu, or press Home to return to the Home screen. Description Description: the specific type of rate. Version: the alpha-numeric identifier used for this rate. Effective Date: the date the rate takes effect. Active: indicates if the rate is active (Yes or No). Meter Number: the serial number of this meter. If you have PC Meter Connect, refer to Printing a System Software Version Report using PC Meter Connect. Pitney Bowes Operator Guide February, 2016 Page 98 of 242 Reports Special Services Report This report is used in conjunction with the optional USPS® Confirmation Services feature It provides a list of the last 20 pieces (by barcode number) that had USPS® Confirmation Services applied to them. 1. Press Reports. 2. Select Printable report. 3. Select Special Services. 4. When prompted, insert tape sheet or envelope into the machine. If it is a multi-page report you will be prompted to insert another envelope/tape sheet. 5. Press Clear (back arrow key) to return to the Report type menu, or press Home to return to the Home screen. Description Barcode: the barcode entered when applying the Confirmation Service. Postage: the total amount of postage applied to this mail piece. ZIP: the delivery ZIP code of the mail piece. Uploaded: the date the USPS Confirmation Service record was uploaded to the Pitney Bowes (and later) USPS date center. Printed: the date and time the report was printed. Pitney Bowes Operator Guide February, 2016 Page 99 of 242 Reports Printing a Single Account Report This report provides the postage amount and number of pieces applied for a single account (if the Departmental Accounting feature is set up on your system). To print an account report: 1. Press Reports. 2. Select Printable report. 3. Select Single Accounts Rpt. 4. Key in an account. 5. When prompted, insert tape sheet or envelope into machine. The report is printed and you return back to the Printable reports menu. 6. Press Clear (back arrow key) to return to Report type menu or press Home to return to the Home screen. To perform this with PC Meter Connect, refer to Printing an Account Report using PC Meter Connect. Pitney Bowes Operator Guide February, 2016 Page 100 of 242 Reports Printing a Multi-Account Summary Report This report provides the postage amount and number of pieces applied for a single account (if the Departmental Accounting feature is set up on your system). To print an account report: 1. Press Reports. 2. Select Printable report. 3. Select Multi Acct Summary. 4. When prompted, insert tape sheet or envelope into machine. The report is printed and you return back to the Printable reports menu. 5. Press Clear (back arrow key) to return to Report type menu or press Home to return to the Home screen. To perform this with PC Meter Connect, refer to Printing an Account Report using PC Meter Connect. Pitney Bowes Operator Guide February, 2016 Page 101 of 242 Reports Configuration Report This report lists configuration information about your machine and Postage By Phone® account. It is generally a report you will not need unless your Pitney Bowes Customer Service Representative requests it. 1. Press Reports. 2. Select Printable reports. 3. Select Configuration report. 4. When prompted, insert tape sheet or envelope into the machine. The report is printed. 5. Press Clear (back arrow key) to return to the Report type menu, or press Home to return to the Home screen. Pitney Bowes Operator Guide February, 2016 Page 102 of 242 Reports System Setup Report This report provides comprehensive information about your machine. This report can only be laser printed, therefore, you will need to have a laser printer attched to your machine. Report contains: l Serial Numbers l System Versions l Funds and Piece Information l Warning Values l Time Settings l Advertisements l Inscriptions l Accounting Setup l Modem Setup l Scale Settings l Presets 1. Press Reports. 2. Select Printable Reports. 3. Select System Setup Report. 4. When prompted, ensure that a laser printer is connected to your system, then select Continue. 5. The report is printed. 6. Press Clear (back arrow key) to return to the Report type menu, or press Home to return to the Home screen. Pitney Bowes Operator Guide February, 2016 Page 103 of 242 Reports Account List Report (Standard Accounting) This report provides the postage amount and number of pieces applied to all of your accounts (if the Departmental Accounting feature is set up on your system). This report can only be laser printed, therefore, you will need to have a laser printer attched to your machine. 1. Press Reports. 2. Select Printable reports. 3. Select Account List Report. 4. When prompted, ensure that a laser printer is connected to your system, then select Continue. 5. The report is printed. 6. Press Clear (back arrow key) to return to the Report type menu, or press Home to return to the Home screen. Pitney Bowes Operator Guide February, 2016 Page 104 of 242 Reports Error Report This report provides a history of error codes. It is generally a report you will not need unless your Pitney Bowes Customer Service Representative requests it. 1. Press Reports. 2. Select Printable reports. 3. Select Error report. 4. When prompted, insert tape sheet or envelope into the machine. The report is printed. 5. Press Clear (back arrow key) to return to the Report type menu, or press Home to return to the Home screen. Pitney Bowes Operator Guide February, 2016 Page 105 of 242 This page intentionally left blank. 10 - Configuring Your Mailing Machine About System Settings Setting System Time Setting the Contrast of the LCD Display Turning Features On and Off Setting the Date, Time and Timeouts Setting Normal Time Preset Setting ENERGY STAR® Sleep Mode Activation Time Setting Autodate Advance Correct Drift Setting Daylight Savings Time Setting Up or Disabling the Lock Code Setting Up or Disabling the Supervisor Password Turning Scale On or Off Zeroing the Scale Setting Weight Change Options Setting Class Change Options Setting the High Funds Warning Setting the Low Funds Warning Enabling Scale Stabilizing Setting Barcode Scanner Options Setting Language Preference Install Mode Options 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 Configuring Your Mailing Machine About System Settings You use system settings to customize your machine to accommodate the way you run mail. You can also add security to those features that are sensitive for your organization. System settings include: Basic Settings l Setting the machine to the current (today's) date l Advance the Date l Adjusting the Contrast (of the display) l Turning Features On or Off (if installed on machine) l Setting Date, Time, and Timeouts l Setting Postage Values (Funds Warnings) l Setting Lock Code and Passwords l Scale Options (accessed from the Home screen) l Checking and Clearing the Batch Count (also refer to Checking Clearing Batch Mail Count) l Connecting to Data Center setting (also refer to Connecting to Data Center Connecting to the data Centre) Advanced Settings l l Manage USPS® Confirmation Delivery Records. Contact Pitney Bowes for more information on this feature, refer to Pitney Bowes Contact List. Barcode Scanner (used to enter and track USPS special services on certain mail pieces with the above optional feature) l Maintenance Mode l Change Language l Meter Withdrawal (for withdrawing postage funds) l Run Install Mode (for special purposes only) Pitney Bowes Operator Guide February, 2016 Page 108 of 242 Configuring Your Mailing Machine Setting System Time NOTE: You can change the time back as early as the beginning of the current day, and you can advance the time up to 24 hours (which means you are in the next day). 1. Press Options. 2. Select Set to today's date. You will be returned to the Home screen with today's date set. If you have PC Meter Connect, refer to Setting System Time using PC Meter Connect. Pitney Bowes Operator Guide February, 2016 Page 109 of 242 Configuring Your Mailing Machine Setting the Contrast of the LCD Display To adjust the LCD display contrast: 1. Press Options. 2. Select Adjust the Contrast. 3. Select Increase Contrast or Decrease Contrast. 4. Press Clear (back arrow key) or Yes/Enter to return to the Options menu. Pitney Bowes Operator Guide February, 2016 Page 110 of 242 Configuring Your Mailing Machine Turning Features On and Off You can turn on and off features that you have already purchased and downloaded into your machine. Select the feature that you want to turn on or off. You will be prompted to select ON or OFF depending on the current setting of that feature. Accounting – this turns on or off an accounting option (if purchased). Also, refer to Accounting. For INVIEW™ accounting, see the INVIEW™ Accounting Guide for DM125, DM225 Digital Mailing Systems (SV62371) on the Pitney Bowes website. Account Passwords – this turns on or off the requirement for operators (globally) to enter passwords when choosing a departmental account if accounting passwords are set up. Also, refer to Accounting. Auto-Rating – this turns on or off the auto-rating feature, which calculates the postage amount for a mail piece based on the weight, the class, and services selected. Special Services – this allows you to customize prompts for the USPS® Confirmation Services feature. Items include: l l l Prompt Receipt - turns on or off the prompt to print a receipt after uploading your USPS® Confirmation Services records Upload Records - turns on or off the prompt to upload your USPS® Confirmation Services records Records Warning - turns on or off the prompt that notifies you when a specified number of USPS® Confirmation Services records has been reached in your system. Key in a number between 1 and 200, and press Yes/Enter. Preset Class Lookup – this turns on or off the prompt for a class when you are saving a preset that has no class listed (also known as "key-in postage"). Scale Stabilizer – this turns on or off the scale stabilizer feature, which minimizes reactions to scale vibrations. You may use this feature in environments where there is blowing on the scale, accidental bumps to the scale or machine, or dropping of mail onto the scale or machine. Pitney Bowes Operator Guide February, 2016 Page 111 of 242 Configuring Your Mailing Machine Setting the Date, Time and Timeouts You can change the system default date/time, date/time to daylight savings time, change the time at which your system advances the date/time to the next day, and set the amount of time your system can remain inactive before reverting to the normal preset values. Listed are the basic setting options l Normal Preset, refer to Setting the Normal Preset Time. l Sleep Mode, refer to ENERGY STAR® Sleep Mode Activation Time. l Autodate Advance, refer to Setting Autodate Advance. l Correct drift, refer to Correcting Drift. l Daylight Savings, refer to Setting Daylight Savings Time. Pitney Bowes Operator Guide February, 2016 Page 112 of 242 Configuring Your Mailing Machine Setting Normal Time Preset The normal preset is a set of values (postage, ad, account and so on) that your machine display automatically returns to after a set period of time. You can set the amount of time the display takes before it reverts to the normal preset. 1. Press Options. 2. Press Page Down. 3. Select Time and Timeouts. 4. Select Normal Preset. 5. Key in the amount of minutes (from 1-240) before the system returns to the normal preset. 6. Select OK. The display returns to Time and Timeouts menu. 7. Press Clear (back arrow key) to return to Options Menu. Pitney Bowes Operator Guide February, 2016 Page 113 of 242 Configuring Your Mailing Machine Setting ENERGY STAR® Sleep Mode Activation Time You can set the amount of time the machine waits until entering "sleep mode". When the machine is in sleep mode, the display is blank and you can't process mail. You awaken the machine by merely pressing any button on the control panel. 1. Press Options. 2. Press Page Down. 3. Select Time and Timeouts. 4. Select Sleep Mode. 5. Key in the amount of minutes (from 1-240) before the system goes into sleep mode. 6. Select OK. The display returns to Time and Timeouts menu. 7. Press Clear (back arrow key) to return to Options menu. Pitney Bowes Operator Guide February, 2016 Page 114 of 242 Configuring Your Mailing Machine Setting Autodate Advance The feature is factory set to 12:00 AM. This means that at 12:00 AM, the system advances the date of the meter stamp to the new date. You can set the system to advance the date of the meter stamp at 12:00 PM (afternoon) instead. With this setting, it allows you to meter mail in the afternoon for the next day's mailing if your mail is sent out in the morning. 1. Press Options. 2. Press Page Down. 3. Select Time and Timeouts. 4. Select Autodate advance. 5. The following selections appear. Switch AM/PM – Use the soft key next to this selection to toggle between "AM or "PM". Select Continue. Disable – Use the soft key next to this selection to disable the feature and return to using 12:00 AM as the time when the machine advances the date of the meter stamp. 6. The display returns to Time and Timeouts menu. 7. Press Clear (back arrow key) to return to Options menu. Pitney Bowes Operator Guide February, 2016 Page 115 of 242 Configuring Your Mailing Machine Correct Drift Sometimes, the time on the machine may need to be adjusted due to internal "drift" or the activation of Daylight Saving Time. 1. Press Options. 2. Press Page Down. 3. Select Time and Timeouts. 4. Press Page Down. 5. Select Correct Drift. 6. You have your choice of adding or subtracting minutes from the current time displayed. To Add Minutes – Select Add 1-120 min to add minutes. Key in the number of minutes you need to add and select Continue. To Subtract Minutes – Select Add 1-120 min to subtract minutes. Key in the number of minutes you need to add and select Continue. 7. The display returns to Time and Timeouts menu. 8. Press Clear (back arrow key) to return to Options menu. Pitney Bowes Operator Guide February, 2016 Page 116 of 242 Configuring Your Mailing Machine Setting Daylight Savings Time 1. Press Options. 2. Press Page Down. 3. Select Time and Timeouts. 4. Press Page Down. 5. Select Daylight Saving. The display shows the current setting. 6. Select Enable to use Daylight Saving Time, or select Disable if you don't use Daylight Saving Time. Your selected setting is saved and the display returns to the Time and Timeouts menu. 7. Press Clear (back arrow key) to return to Options menu. Pitney Bowes Operator Guide February, 2016 Page 117 of 242 Configuring Your Mailing Machine Setting Up or Disabling the Lock Code The lock code prevents unauthorized access to your system after the machine has been powered up and/or has entered sleep mode. 1. Press Options. 2. Press Page Down twice. 3. Select LockCode/Passwords. 4. Select Meter Lock Code. If there is an existing lock code, you are prompted to key in the 4-digit code. 5. You then have a choice to either disable the lock code (if present) or change (or establish) the lock code. To disable the lock code – Select Disable Lock Code. At the "Meter Lock Code has been disabled" message, select Continue. To change or establish the lock code – Select Change Lock Code. At the prompt, type in a new lock code (4 digits) and select Continue. Re-enter the new lock code again to confirm and select Continue. At the "Meter Lock Code has been enabled" message, select Continue. 6. Press Clear (back arrow key) to return to Options menu. NOTE: If you have set up a password for an account when using the optional accounting feature you can enter the account password instead of the lock code password to gain access to the machine. Using the account password however does not allow access to certain features within the menu like: l Postage Refill l Change Accounts, l Accounting Functions and Change Setup Refer to Passwords and Meter Functions for a comparison of access rights provided by the lock code and the account password. Pitney Bowes Operator Guide February, 2016 Page 118 of 242 Configuring Your Mailing Machine Setting Up or Disabling the Supervisor Password A Supervisor password can be used to prevent unauthorized account changes within the Departmental Accounting feature. If you establish a Supervisor password, a user will need to enter this password to add, edit, or delete Departmental Accounts; and for clearing Departmental Account totals. NOTE: You need to set up a Supervisor password also if you want to enable Account passwords. See Editing Account Name and Password. 1. Press Options. 2. Press Page Down twice. 3. Select LockCode/Passwords. 4. Select Supervisor Password. If there is an existing lock code, you are prompted to key in the 4digit code. 5. You then have a choice to either disable the password (if present) or change/establish the password. To Disable the Password – Select Disable Password. At the "Supervisor Password has been disabled" message, select Continue. To Change or Establish the Password – Select Change password. At the prompt, type in a password (4 digits) and select Continue. Re-enter the new password again to confirm and select Continue. At the "Supervisor Password has been enabled" message, select Continue. 6. Press Clear (back arrow key) to return to Options menu. Pitney Bowes Operator Guide February, 2016 Page 119 of 242 Configuring Your Mailing Machine Turning Scale On or Off You may turn on and off the scale function as necessary. 1. At the Home screen, press the selection key next to SCALE: line. 2. Select Turn Scale OFF (or ON). 3. You return to the Home screen with either the scale on or off. Setting Scale Options (if using scale option) There are several options you can set with your scale such as: l Zeroing the weight on the scale l Turning the scale on/off l Viewing metric weights l Saving/changing class or ZIP settings when weight changes on your scale. Most of the scale options are accessed by pressing the selection key next to SCALE: line at the Home screen. If you have PC Meter Connect, refer toResetting the Scale to Zero Using PC Meter Connect Pitney Bowes Operator Guide February, 2016 Page 120 of 242 Configuring Your Mailing Machine Zeroing the Scale You can reset the scale to zero to lessen the chance of accidentally printing the wrong postage. 1. At the Home screen, press the selection key next to SCALE: line. 2. Select Zero the scale. 3. The scale will zero out the weight and you return to the Home screen. View Metric Weight You can display a weight in metric values (grams or kilograms) as needed. This is helpful when you are using the internal rating feature and need the weight of an item when sending to a country whose rates are based on metric values. 1. At the Home screen, press the selection key next to SCALE: line. 2. Select View metric weight. 3. The current weight displays in grams. 4. Select Continue to return to the Home screen. Pitney Bowes Operator Guide February, 2016 Page 121 of 242 Configuring Your Mailing Machine Setting Weight Change Options You can set how the scale reacts regarding the class of service or ZIP code when the weight changes. 1. At the Home screen, press the selection key next to SCALE: line. 2. Press Page Down. 3. You have a choice to set the class setting or ZIP setting. To Change Class Settings – Select Change/Retain class. Select either change class or retain class when weight changes. The current condition is listed at the bottom of the screen. To Change ZIP Settings – Select Change/Retain ZIP. Select either change ZIP or retain ZIP when weight changes. The current condition is listed at the bottom of the screen. 4. Press Clear (back arrow key) to return to the Home screen. Pitney Bowes Operator Guide February, 2016 Page 122 of 242 Configuring Your Mailing Machine Setting Class Change Options You can set how the scale reacts regarding the ZIP code when the class changes. 1. At the Home screen, press the selection key next to SCALE: line. 2. Press Page Down twice. 3. Select Change/Retain ZIP. 4. Select either change ZIP or retain ZIP when class changes. The current condition is listed at the bottom of the screen. 5. Press Clear (back arrow key) to return to the Home screen. Pitney Bowes Operator Guide February, 2016 Page 123 of 242 Configuring Your Mailing Machine Setting the High Funds Warning You can have the machine warn you when you manually key in a postage value that is higher than a maximum amount that you specify. This feature helps prevent you from accidentally printing a postage value that's more than you need. NOTE: This warning does not display for postage amounts determined by the internal rating feature. 1. Press Options. 2. Press Page Down. 3. Select Postage Values. 4. Select High postage amount. 5. Key in the value you want, including the digits to the right of the decimal point if you want a fractional value like .75 or $1.50. Select OK. 6. Press Clear (back arrow key) to return to Options menu. If you have PC Meter Connect, refer toSetting the High Value Warning using PC Meter Connect. Pitney Bowes Operator Guide February, 2016 Page 124 of 242 Configuring Your Mailing Machine Setting the Low Funds Warning You can have the machine warn you when the postage (funds) available in your machine reaches a certain amount. This warning acts as a reminder for you to add more postage to your machine. For information on adding postage refer to Adding Postage to Your Machine. 1. Press Options. 2. Press Page Down. 3. Select Postage Values. 4. Select Low funds amount. 5. Key in the amount you want (in whole dollars only). Select OK. 6. Press Clear (back arrow key) to return to Options menu. If you have PC Meter Connect, refer to Setting the Low Funds Warning using PC Meter Connect. Pitney Bowes Operator Guide February, 2016 Page 125 of 242 Configuring Your Mailing Machine Enabling Scale Stabilizing In a typical office environment, you may encounter ventilation systems occasionally blowing on the scale, accidental bumps to the scale and/or platform, and people dropping mail onto the platform. This could result in unstable weight readings and frequent scale re-zero operations. You can minimize these disturbances by enabling the scale stabilizing feature. Enabling this feature could cause a slight delay in scale response. 1. Press Options. 2. Press Page Down. 3. Select Turn items ON/OFF. 4. Press Page Down. 5. Select Scale Stabilizer. 6. The current setting (YES or NO) is listed on the screen. Follow the prompt to change the setting. 7. Press Clear (back arrow key) to return to the Home screen. Pitney Bowes Operator Guide February, 2016 Page 126 of 242 Configuring Your Mailing Machine Setting Barcode Scanner Options This option allows you to set how the optional barcode scanner interprets data read from the barcode label attached to mail pieces that have a USPS Confirmation Services feature applied on them. 1. Press Options. 2. Press Page Down twice. 3. Select Advanced Features. 4. Select Barcode Scanner. 5. The following selections appear. Default – Use the soft key next to this selection to toggle between "E-Service" or "ZIP". This determines how the scanner interprets the data being scanned– as either an E-service code or a ZIP code – when entering USPS Confirmation services records into your mailing machine. Auto-Enter– Use the soft key next to this selection to toggle between "OFF" or "ON". This determines if the system automatically advances to the next screen after scanning a post code or barcode label, without having to press the softkey to continue to the next screen. If the setting is off, you have to manually press the softkey to continue to the next screen. Pitney Bowes Operator Guide February, 2016 Page 127 of 242 Configuring Your Mailing Machine Setting Language Preference The machine is capable of displaying all screens, operator prompts, and options in either English or Spanish (Español). English is the default language when the machine is initially powered up. To change language: 1. Press Options. 2. Press Page Down twice. 3. Select Advanced Features. 4. Press Page Down once. 5. Select Change Language. 6. Select the desired language, English or Español Press Home to return to the Main screen. The language you selected will remain in effect until it is changed again. Pitney Bowes Operator Guide February, 2016 Page 128 of 242 Configuring Your Mailing Machine Install Mode Options Running “Install Mode” allows you to review, and change if desired, most of the values that were selected when the machine was first installed via the procedure in the Quick Install Guide. If you no longer have a copy of the Quick Install Guide that came with your machine, you can download one from our website (refer to PB_Contact_List.htm for more information). NOTE: Do not run this option unless directed to do so by your Pitney Bowes representative. To run the install mode: 1. Press Options. 2. Press Page Down twice 3. Select Advanced Features. 4. Press Page Down once 5. Select Run Install Mode. Follow the screen prompts until you reach the “Installation Successful” screen. Select OK and you will be returned to the main screen with your new values active. Pitney Bowes Operator Guide February, 2016 Page 129 of 242 This page intentionally left blank. 11 - Using the Preset Feature About Presets Defining New Values for the Normal Preset Viewing A Custom Preset Selecting a Custom Preset Defining a New Custom Preset Editing a Custom Preset Name Deleting a Custom Preset 132 134 135 136 137 138 139 Using the Preset Feature About Presets What are Presets A preset stores commonly used settings for machine values like; postage amount, class, advertisement, inscription, should date be printed, mode, horizontal position, or any special services. These value option will vary upon how your machine is configured. Your machine has two types of presets, Normal and Custom. Normal Preset: The Normal Preset comes pre-configured in your machine. This preset contains the most frequently used values for postage class, postage amount, special services, etc. These values appear on your display when you first powered on your machine, or after it awakens from sleep mode. You can edit the Normal Preset values, see Defining New Values for the Normal Preset. Custom Preset: Your machine can store up to 10 additional presets, called Custom Presets. Custom Presets can not be edited once established, however, they can be deleted and a new Custom Preset can then be established. IMPORTANT: Always Include the USPS Class in the Preset When setting up the preset, be sure to include the USPS class. This ensures that whenever there is a USPS rate change and you download the new rates to your mailing machine, your preset will be automatically updated with the new rate. Normal Preset NOTES: l The Normal preset must include a class. l You cannot modify the name of the Normal Preset, but you can edit the values. l You cannot assign an account to the Normal Preset (if you have enabled the accounting feature). l When a rate change becomes effective, always check the postage values assigned to all presets to make sure that they comply with the new rates. Pitney Bowes Operator Guide February, 2016 Page 132 of 242 Using the Preset Feature Custom Preset NOTES: l l l There is no option to edit a custom preset, but you can define a new custom preset based on the current condition of the machine (and then delete your old custom preset). Custom Preset postage values are subject to the high value warning feature. This feature warns you when you manually key in a postage value that is higher than your typical value to help prevent you from accidentally printing an incorrect postage value. See Setting the High Funds Warning. When a rate change becomes effective, always check the postage values assigned to all presets to make sure that they comply with the new rates. Viewing the Normal Preset 1. Press Custom Preset. 2. Press Page Down. 3. Select View Preset.The display lists all presets. 4. Select Normal Preset. The first screen of defined values for Normal Preset is listed. Press Page Down to see the remainder of the defined values. 5. When you press Page Down to the last screen, you have the option to: A. Use the Normal Preset as is, select Select this preset. You return to the Home screen with the Normal Preset chosen (using the values just shown). B. Select Continue to return to the View a Preset screen. If you have PC Meter Connect, refer to Viewing the Preset using PC Meter Connect. Pitney Bowes Operator Guide February, 2016 Page 133 of 242 Using the Preset Feature Defining New Values for the Normal Preset 1. Establish the proper settings on the machine (such as 1st Class letter, No Ad, etc.) that you want the preset to contain. 2. Press Custom Preset. 3. Select Define Normal Preset. 4. You will be prompted to choose if all current values are correct: A. If you press Yes/Enter, the new values are saved and you return to the Custom Presets menu. B. If you press No, the system will display the current values. Press Page Down to see the remainder of the current values. 5. Select Continue at the last screen to return to the first screen in step 4, and save the current values as the Normal preset, or press Home to return to the Home screen to establish the proper settings (see step 1). Pitney Bowes Operator Guide February, 2016 Page 134 of 242 Using the Preset Feature Viewing A Custom Preset 1. Press Custom Preset. 2. Press Page Down. 3. Select View Preset. The display lists all presets. 4. Select the preset you want to view. The first screen of defined values for the Custom Preset is listed. Press Page Down to see the remainder of the defined values. 5. Press Page Down to the last screen, you have the option to: A. Choose this Custom Preset as is, select Select this preset. You return to the Home screen with this Custom Preset chosen (using the values just shown). B. Select Continue to return to the View a Preset screen to select another preset. Pitney Bowes Operator Guide February, 2016 Page 135 of 242 Using the Preset Feature Selecting a Custom Preset 1. Press Custom Preset. 2. Select Select Preset. The display lists all presets created on your system. 3. Press Page Down to see additional choices (if available). 4. Select the preset you want to use. You return to the Home screen with the preset values chosen. If you have PC Meter Connect, refer to Viewing the Preset using PC Meter Connect. Pitney Bowes Operator Guide February, 2016 Page 136 of 242 Using the Preset Feature Defining a New Custom Preset 1. Establish the proper settings on the machine (such as No Ad, $X.XX [postage amount], etc.) that you want the preset to contain. 2. Press Custom Preset. 3. Select Define New Preset. 4. You will be prompted if all current values are correct. A. If you press Yes/Enter, the system will prompt for the name of this preset. Key in a name for the preset. It can be up to twelve alpha/numeric characters long. To access alpha characters, repeatedly press the appropriate number key until the desired character displays. When finished, select OK. The new values are saved and you return to the Custom Preset menu. B. If you press No, the system will display the current values. Press Page Down to see the remainder of the defined values. 5. Select Continue at the last screen to return to the correct values prompt in Step 4, or press Home to return to the Home screen. If you have PC Meter Connect, refer to Storing or Changing the Preset using PC Meter Connect. Pitney Bowes Operator Guide February, 2016 Page 137 of 242 Using the Preset Feature Editing a Custom Preset Name 1. Press Custom Preset. 2. Press Page Down and select Edit Preset Name. 3. The display lists all the Custom Presets. Select the preset you want to edit. 4. The system will prompt for the new name of this preset. Key in the new name for this preset. It can be up to twelve alpha/numeric characters long. To access alpha characters, repeatedly press the appropriate number key until the desired character displays. 5. When finished, select OK. You return to the Custom Preset menu. 6. Press Home to return to the Home screen. Pitney Bowes Operator Guide February, 2016 Page 138 of 242 Using the Preset Feature Deleting a Custom Preset Deleting a Custom Preset removes all the values assigned to it and removes it from the Preset Menu. NOTE: You can't recover a deleted preset. 1. Press Custom Preset. 2. Press Page Down and select Delete Preset. The display lists all presets. 3. Select the preset you want to delete. 4. At the prompt to clear the Preset, press Yes/Enter. The preset is deleted. 5. The system confirms that the preset has been deleted. Select Continue. You return to the Custom Preset menu. 6. Press Home to return to the Home screen. Pitney Bowes Operator Guide February, 2016 Page 139 of 242 This page intentionally left blank. 12 - Passwords About Passwords and Meter Functions 142 Passwords About Passwords and Meter Functions Passwords can be set up on the machine to prevent unauthorized access to the machine and/or to a specific account. l l l For information on settinp up a password for the machine, referred to as a Lock Code, refer to Setting or Disabling the Lock Code. For information on settinp up a supervisor password, refer to Setting or Disabling the Supervisor Password. For information on setting up a password for an account, refer to Creating an Account. Pitney Bowes Operator Guide February, 2016 Page 142 of 242 13 - Connecting to the Data Center About Connecting to the PB Data Center Connect to PB Data Center via the Internet - Ethernet Cable to LAN Port Connect to PB Data Center via the Internet Using a Wireless Connection (Wi-Fi) Connect to the Data Center via PC Meter Connect 144 145 146 147 Connecting to the Data Center About Connecting to the PB Data Center In order to perform the following functions, your postage meter must be connected to the Pitney Bowes Data Center. l add postage to your meter l postal rate updates (recommended) l postal ZIP code updates l postal inspections (required) l system software updates (required) l download new envelope ads or inscriptions Your meter can connect to the PB Data Center using one of the following methods: 1. Connect via the Internet Using an Ethernet Cable to LAN Port. 2. Connect to PB Data Center via the Internet Using a Wireless Connection (Wi-Fi). Methods 2 requires that the machine be connected to the Communications Device. The communications between the machine and the PB Data Center go through the Communications Device in both of these methods 3. Connect to PB Data Center using PC Meter Connect. Method 3 connects the machine to a PC that has PC Meter Connect software installed. Pitney Bowes Operator Guide February, 2016 Page 144 of 242 Connecting to the Data Center Connect to PB Data Center via the Internet - Ethernet Cable to LAN Port This method connects the machine to the internet through the Communications Device using an Ethernet cable. l l l One end of the Ethernet cable is plugged into the Communications Device and the other end into an existing internet router, hub, or wall jack. The machine connects to the Communications Device using a USB cable. The machine also comes with a wireless USB plug-in. This is pre-installed in one of the USB ports. Do not remove this plug-in. The connections between the machine, the Communications Device and the internet source are shown here. For information on setting up this connection, refer to Internet Access Communication Device Install Guide, AW31215 available on our website. See Pitney Bowes Contact List. Item Description 1 Communication Device 2 Wireless USB plug-in (pre-installed) 3 USB cable connecting Communications Device to machine 4 AC adapter 5 Ethernet LAN cable to network port Pitney Bowes Operator Guide February, 2016 Page 145 of 242 Connecting to the Data Center Connect to PB Data Center via the Internet Using a Wireless Connection (Wi-Fi) The communications device allows you to connect to the PB Data Center through the internet using a wireless connection. l l The machine connects to the Wi-Fi Communications Device using a USB cable. The machine also comes with a wireless USB plug-in. This is pre-installed in one of the USB ports. Do not remove this plug-in. The connections between the machine and the Communications Device are shown below. For information and instructions on how to set up a wireless connection, refer to the Install Guide, AW31602 available on our website. See Pitney Bowes Contact List. Item Description 1 Communication Device 2 Wireless USB plug-in (pre-installed) 3 USB cable connecting Communication Device to machine 4 AC adapter Pitney Bowes Operator Guide February, 2016 Page 146 of 242 Connecting to the Data Center Connect to the Data Center via PC Meter Connect PC Meter Connect™ desktop application is PC-based software that allows you to use your PC's highspeed Internet (via broadband, DSL, network, etc.) to connect your mailing machine to the PB Data Center, as well as provide convenient access to mailing machine settings from your PC. A USB cable is provided to connect your machine to a free USB port on the back of the PC running PC Meter Connect. In addition, if you use PC Meter Connect™ during the initial installation of your machine, it will guide you through the entire machine setup process. For details on setting up your machine using PC Meter Connect, refer to theDM125, DM225 Quick Install Guide (AW22103) available on our website. See Pitney Bowes Contact List. For more information on using PC Meter Connect, see Starting PC Meter Connect. For more information on PC Meter Connect requirements, refer to Network Specifications and Requirements for PC Meter Connect. NOTE: PC Meter Connect is NOT compatible with the Communications Device. Using PC Meter Connect directly from you PC allows you to perform the following operations. l Add postage and perform USPS inspections and rate updates l See status messages (such as "low funds") from the machine l See or print your postage refill history l Set machine settings, such as date and time, printing options, presets, etc. l Run accounting reports l Access the Pitney Bowes online store which provides an easy and convenient way to order ink cartridges, E-Z Seal®, envelopes, and other supplies for your machine. Pitney Bowes Operator Guide February, 2016 Page 147 of 242 This page intentionally left blank. 14 - Adding Postage Checking Postage Funds in the Meter Checking Postage By Phone® Account Balance Adding Postage to Your Machine Withdrawing Postage Funds from the Meter 150 151 152 154 Adding Postage Checking Postage Funds in the Meter Postage is stored internally in your meter. When you need to add more, you establish communications between your meter and the Pitney Bowes Data Center, and specify the amount of postage you wish to download. The postage is electronically transferred to your meter from your Pitney Bowes Postage By Phone® meter payment account. You must have a Pitney Bowes Postage By Phone® meter payment account and have funds available in it before you can download the funds (for postage) to your meter. If you need to establish a Postage By Phone® account contact Pitney Bowes. See Pitney Bowes Contact List. You can check the funds (postage) in your machine. 1. Press Funds. 2. The funds available, used and pieces processed will display. 3. Press Clear (back arrow key) or Home to return to Home screen. Description Available: the amount of funds (postage) left in your meter. Used: the total of all postage ever used in the meter. Total Pieces: the total number of mail pieces run through the meter that had postage applied. Active:indicates if the rate is active (Yes or No). If you are connected to the PB Data Center using PC Meter Connect, refer to Checking the Postage Amount using PC Meter Connect. Pitney Bowes Operator Guide February, 2016 Page 150 of 242 Adding Postage Checking Postage By Phone® Account Balance Postage By Phone® funds are the funds that you have available for download in your account on the Data Center. The Postage By Phone® balance does not include funds already in your machine. The following method describes how to check the balance of funds available on the PB Data Center. 1. Make sure that your machine can make the connection to the Data Center. 2. Press Add Postage. 3. Select Check PBP balance. 4. The machine connects to the Pitney Bowes Data Center. Various status screens display. 5. The Prepaid and Other balances display. Pitney Bowes Operator Guide February, 2016 Page 151 of 242 Adding Postage Adding Postage to Your Machine You can add postage to your machine any time as long as you have enough funds in your Postage By Phone® system account. Adding Postage Using PC Meter Connect Application Refer to Adding Postage using PC Meter Connect. Adding Postage via Internet or LAN Connection The following method describes how to add postage if you are connecting to the PB Data Center using: l Internet via Communications Device - LAN Connection l Internet via Communications Device - Wireless Connection 1. Press Funds. The amount left in the machine displays. 2. Use the Review keys to scroll to "Refill postage?" and press Enter/yes. If you do not see this option, do the following: a. Press Lock to enter sleep mode. Press Enter/yes to confirm. b. When meter is in sleep mode, press any key to waken it. c. Enter the password for the lock code (not a password for an ac- count) and press Enter/Yes. See supervisor if you need help. d. Press Funds and continue at the beginning of this step. 3. Key in the refill amount (whole numbers only). NOTE: The minimum amount of postage you can add is $1. 4. At the refill amount confirmation prompt, press Enter/yes. 5. The machine connects to the Pitney Bowes Data Center. Depending on your connection type (LAN or internet) various screens may display showing the status of the process. When complete, the refill successful message displays. Pitney Bowes Operator Guide February, 2016 Page 152 of 242 Adding Postage 6. Press Enter/yes. When prompted for a receipt, insert an envelope/tape sheet in the machine (see sample refill receipt with explanations below). When finished the main screen appears. Description Postage in Meter: Amount of postage (funds) in your meter. Prepaid on Account: Amount you have left in your Postage By Phone® system account of those funds you paid for in advance (by sending in a check, direct withdrawal, etc.). Credit Line Available: Amount you have left in your Postage By Phone® system account of those funds you established as credit with Pitney Bowes (such as Purchase Power®, etc.). Refill Amount: Amount of your refill. Account No. : Your Postage By Phone® system account number. Meter No. : Your meter serial number (on record with the USPS) which is printed on the meter stamp. Pitney Bowes Operator Guide February, 2016 Page 153 of 242 Adding Postage Withdrawing Postage Funds from the Meter For a meter withdrawal, you need to move the remaining balance of postage from your system into your Postage By Phone® Account. Normally this is done if you are no longer going to use the machine. NOTE: Contact Pitney Bowes before withdrawing funds, see Pitney Bowes Contact List. NOTE: The machine must be connected to the Data Center to withdraw funds. 1. Press Options. 2. Press Page Down to the third screen. 3. Select Advanced Features. 4. Press Page Down to the second screen. 5. Select Meter Withdrawal. 6. Select Transfer all funds from meter to PBP account. 7. The system connects into the Pitney Bowes Data Center (this may take a few moments). Various screens displays, letting you know the status of the process. 8. The Transfer Successful screen displays. Select Continue. 9. At the prompt "Print Funds Report?", press Yes/Enter and insert envelope/tape sheet through machine, or simply press Home. "Out of Service" appears on the display. NOTE: "Available" should show a zero ($000.000) dollar amount. Pitney Bowes Operator Guide February, 2016 Page 154 of 242 15 - Meter Downloads, Updates, and Inspections About Meter Downloads, Updates, and Inspections About Postal Rate Changes Procedure for Downloading New Postal Rates, Updates, Inscriptions or Ads Performing Meter Inspections 156 158 159 160 Meter Downloads, Updates, and Inspections About Meter Downloads, Updates, and Inspections When you connect to the Pitney Bowes Data Center (refer to How You Connect to the PB Data Center)to add postage or perform other transactions, the Data Center may activate other downloads while the machine is connected. If a system/postal update or download is available the system displays a message: l l If a download is not mandatory, you are prompted to either “Get Update now” or “Skip; Get later”. Select the one that makes sense to you at that time. If a download is mandatory, only “Get Update now" displays and you must perform the download. A message displays when the download is complete: l l If you need to reboot the system, the prompt "Restart now" displays. Select this to restart the system. If it is not necessary to reboot, simply select Continue to return to the Home screen. IMPORTANT: Do not remove power or the Internet connection to the Pitney Bowes Data Center during a system upgrade or rates download. Wait until the meter has finished processing before disconnecting the meter. You will know this has occurred when the meter's Home screen showing postage and date displays Types of Downloads/Update Available The following downloads/updates are available: System Update If there has been an important update to your system, you will be notified that a required update is necessary. To initiate a system update, follow the Procedure for Downloading New Postal Rates, Updates, Inscriptions,and Ads. Pitney Bowes Operator Guide February, 2016 Page 156 of 242 Meter Downloads, Updates, and Inspections Envelope Ads/Postal Inscriptions If you ordered new envelope advertisements or postal inscriptions, you will be notified that you can perform a download to obtain these. To initiate a download for new ads or postal inscriptions, follow the Procedure for Downloading New Postal Rates, Updates, Inscriptions,and Ads. Upload Pending Electronic USPS® Confirmation Services Records If you are using the optional USPS® Confirmation Services feature, your services records can be uploaded to USPS® for processing. Refer to USPS Confirmation Services Guide on our website for more information on this optional feature. See Pitney Bowes Contact List. Postal/ZIP Code Update If the Postal Code on record at the Pitney Bowes Data Center does not match the Postal/ZIP Code of your system, the code will be downloaded into your system. (When a system is moved to a new Postal Code, the Data Center enters the new code into the record. The system is updated when a connection is made to the Data Center.) To initiate a download for Postal/ZIP Codes, follow the Procedure for Downloading New Postal Rates, Updates, Inscriptions,and Ads. Postal Rate Update Refer to Downloading New Postal Rates for information and details. Postal Inspection Refer to Performing Meter Inspections for information and details. Pitney Bowes Operator Guide February, 2016 Page 157 of 242 Meter Downloads, Updates, and Inspections About Postal Rate Changes Postal rates change periodically by the USPS®. If new rates are available, you can download them quickly and easily, directly from the Pitney Bowes Data Center. The new rates are normally available for download at least seven days before the effective date. The display tells you when a Rate Change update is complete. It also tells you if the update is immediate or takes effect at a later date by listing the new date. Once the effective date is reached, the system automatically switches to the new rates. Please be advised: l l l If you download the update and the rates go into effect in the future, you will not print postage with the new rate until the new rates become effective. If the rate for a First Class letter is changing and is effective immediately, a screen displays showing the present preset postage and prompts you to reset the normal preset postage. Press Yes/Enter. A screen displays for you to enter the new rate. When a Rate Change update takes place it may also affect the preset values in your mailing machine. Check all of the preset settings to insure that it conforms to the new rates. Refer to Using the Preset Feature for more information. If you need to restart an interrupted download or initiate a download for postal inscriptions, ads, system updates, or rate updates, refer to Procedure for Downloading New Postal Rates, Updates, Inscriptions,and Ads. Downloading New Postal Rates using PC Meter Connect If you are connected to the PB Data Center using PC Meter Connect, refer to Downloading New Postal Rates using PC Meter Connect. Pitney Bowes Operator Guide February, 2016 Page 158 of 242 Meter Downloads, Updates, and Inspections Procedure for Downloading New Postal Rates, Updates, Inscriptions or Ads Use this procedure to initiate a download for postal rates updates, inscriptions, ads, or system updates or to restart an interrupted download.. This procedure applies if you are connecting to the PB Data Center using a LAN or wireless connection (at the back of the meter). If you are connected to the PB Data Center using PC Meter Connect, refer to Downloading New Postal Rates using PC Meter Connect. 1. Verify that your machine is connected to the PB Data Center. 2. Press Options. 3. Press Page Down to the third screen. 4. Select Connect-Data Center. 5. Select Uploads & Downloads. 6. You will see a series of messages indicating that your machine is dialing into the PB Data Center. 7. Once connected to the PB Data Center you are informed of any downloads available. 8. Follow the prompts to start the download(s) as necessary. Various screens display, letting you know the status of the process. 9. When finished, press Enter/yes to return to the main screen. Pitney Bowes Operator Guide February, 2016 Page 159 of 242 Meter Downloads, Updates, and Inspections Performing Meter Inspections The USPS® requires a postal inspection of your machine every 120 days. This postal inspection requirement can be automatically met by connecting to the Pitney Bowes Data Center to check your Postage By Phone® meter payment account balance or to add postage to your meter. Even though this procedure is the same as checking your Postage By Phone account balance, it satisfies the USPS® inspection requirements. 1. Make sure your machine can make connection to the Data Center. 2. Press Add Postage. 3. Select Check PBP balance. 4. The system connects to the Pitney Bowes Data Center (this may take a few moments). Various screens displays, letting you know the status of the process. 5. The Prepaid and Other balances display. Press No. 6. If there are no updates for your system, you will return to the Home screen. If there are updates available, the display notifies you of this fact. If you are connected to the PB Data Center using PC Meter Connect, refer to Performing Meter Inspections Using PC Meter Connect. Pitney Bowes Operator Guide February, 2016 Page 160 of 242 16 - Using PC Meter Connect About PC Meter Connect Installation Requirements Network Specifications and Requirements for PC Meter Connect PC Meter Connect Installation Launching the Application Displaying PC Meter Connect on System Tray Accessing Features from the System Tray Starting PC Meter Connect™ PC Meter Connect Application Main Window Checking the Postage Amount using PC Meter Connect Adding Postage using PC Meter Connect Downloading New Postal Rates Using PC Meter Connect Performing Meter Inspections using PC Meter Connect Printing a Meter Stamp with an Advanced Date using PC Meter Connect Adding or Removing Ads Using PC Meter Connect Adding or Removing Postal Inscriptions using PC Meter Connect Setting the System Time using PC Meter Connect Resetting the Scale to Zero Using PC Meter Connect Setting up the Weight Hold Method using PC Meter Connect Setting the High Value Warning using PC Meter Connect Setting the Low Funds Warning using PC Meter Connect 163 164 165 170 171 172 174 175 177 179 180 182 183 184 186 188 190 192 193 195 196 Using PC Meter Connect Viewing Account Totals using PC Meter Connect Printing an Account Report using PC Meter Connect Printing a Refill Summary Report using PC Meter Connect Viewing Meter Software Version Using PC Meter Connect Viewing PC Meter Connect Software Version Pitney Bowes Operator Guide February, 2016 197 198 201 204 205 Page 162 of 242 Using PC Meter Connect About PC Meter Connect PC Meter Connect desktop application is a high-speed software application. It enables your mailing machine to connect to the Pitney Bowes Data Center through a Windows PC with Internet connection. You simply download the PC Meter Connect™ software from the Pitney Bowes support website, see PC Meter Connect Installation. Install it onto a PC with an internet connection (broadband, DSL, network, etc.), and connect a USB cable between your machine and the PC. Enhanced Version PC Meter Connect allows your machine to communicate to the Data Center for postage downloads and rate/system updates. All functions are performed at the mailing machine. Besides the Basic Features the Enhanced Version lets you, from your PC: l walk through the entire installation process of your machine (if that is the method you choose when first installing) l see status messages (such as "low funds") from the machine l see or print your postage refill history l set machine settings, such as date and time, printing options, presets, etc. l run accounting reports The Enhanced version also includes links from your PC to: l demos to walk you through common procedures l online support for your system l the Pitney Bowes Online Store, which provides an easy and convenient way to order ink cartridges, E-Z Seal®, envelopes, and other supplies for your system. Pitney Bowes Operator Guide February, 2016 Page 163 of 242 Using PC Meter Connect Installation Requirements Before installing the PC Meter Connect™ software, make sure your PC meets these minimum requirements: l Windows® 2000, Windows XP (32-bit or 64-bit), Windows Vista (32-bit or 64-bit), or Windows 7 (32-bit or 64-bit) operating systems with the latest service packs. Mac OS is not supported. l 1.2 GHz processor and 512 MB of RAM l administrative rights to install software l an Internet connection Pitney Bowes Operator Guide February, 2016 Page 164 of 242 Using PC Meter Connect Network Specifications and Requirements for PC Meter Connect PC Meter Connect™ desktop application is PC-based software that allows you to use your PC's highspeed Internet (via broadband, DSL, network, etc.) to connect your mailing machine to the PB Data Center. A USB cable is provided to connect your machine to any free USB port on the back of the PC that is running PC Meter Connect. Minimum PC Requirements for PC Meter Connect l Windows 2000, Windows XP (32-Bits and 64 Bits), Windows Vista (32-Bits and 64 Bits), and Windows 7 (32-Bits and 64 Bits). l 1.2 GHz processor, 512 Mb RAM. l USB port. l Administrative privilege to install software. l Microsoft .NET framework 2.0 (required for PC Meter Connect) will be automatically installed if it is not ready on the PC. This is a one-time installation. l Internet Connection. l Non-Windows Operating Systems, e.g. Mac and Linux, are not supported. Network Requirements for the Meter using PC Meter Connect l The System (Meter and PC Meter Connect desktop application) requires an Internet connection, accessed through a Wired or Wireless LAN. l The system supports 10/100 Ethernet transfer rates; Full Duplex. l The system initiates all communication. l The system initiates all communication via HTTP, HTTPS, and FTP. l The system communicates to external Web Services via HTTP over Port 80. l The system communicates to PB secure server(s) via HTTPS over port 443. Pitney Bowes Operator Guide February, 2016 Page 165 of 242 Using PC Meter Connect l The system communicates to PB data server via FTP, reference port details below. l The system uses Port 53 for DNS lookup. Requirements for Firewall Access It is recommended that you connect your meter to the internet through a firewall. If your network does not allow unrestricted outbound access you can provide access to Pitney Bowes’ servers adding the Pitney Bowes servers to your exception list. Refer to Exception List. Frequently Asked Questions What type of FTP is used by the System, Active or Passive? FTP may be used if the preferred method, HTTPS is not desired. The PC Meter Connect desktop application will default to FTP “Passive” mode, but you can change the protocol to “Active” if necessary using the Internet Settings menu from the PC Meter Connect desktop application . To access the Internet Settings menu from PC Meter Connect, select File > Internet Settings. Pitney Bowes Operator Guide February, 2016 Page 166 of 242 Using PC Meter Connect Internet Settings Menu 1. Firewall on “Active” FTP - what ports should be opened on server and client side? On server port 20 for data and port 21 for commands must be opened. On the client, ports > 1023 must be opened for successful FTP connection and transfer of files. 2. Firewall on “Passive” FTP - what ports should be opened on server and client side? On server port 21 for commands and ports > 1023 must be opened. On the client, ports > 1023 must be opened for successful FTP connection and transfer of files. Pitney Bowes Operator Guide February, 2016 Page 167 of 242 Using PC Meter Connect Is there an alternate communication protocol if FTP communication is restricted on my network? Some meters support using HTTPS as an alternative to FTP. If your meter supports this communication, use the Internet Settings menu from PC Meter Connect and select HTTPS mode. If the feature is not supported, the option is greyed out. What type of communication does the meter use while connecting to the Pitney Bowes Data Center servers? The meter uses HTTP on Port 80, HTTPS on Port 443, and FTP on Port 21 for communications to Pitney Bowes Data Center Servers. Port 80 is used to communicate XML formatted messages requesting services. NOTE: For HTTPS downloads, the ports depend on the supported security for both the client and target server. If Secure Sockets Layer (SSL) is used, all communication will be on port 443. If the client and host server support Transport Layer Security (TLS), TLS is used by PC Meter Connect desktop application. If TLS is used, port 443 is used for the server, but the client will use a random higher level port. Does the System use static and dynamic addressing? PC Meter Connect uses the PC’s internet connection and functions with static or dynamic IP addressing. Is the HTTP communication “Chunked” or “Non-Chunked”? The PC Meter Connect desktop application supports both “chunked” and “non-chunked” HTTP transfer encoding communication. By default, the PC Meter Connect uses “non-chunked”. However, Postage by Phone® connectivity can be easily changed using the Internet Settings menu from PC Meter Connect. You should only make this change if necessary. Most networks will function properly with the default, Non-Chunked setting. My network is connected to the internet via a Proxy. How do I set PC Meter Connect desktop application to use the same Proxy? NOTE: If you have PC Meter Connect installed on your system already, when you connect your Mailing Machine to the PC it determines whether you have the full PC Meter Connect desktop application or only the Proxy version. If your communications are routed through a proxy, you must set up the PC Meter desktop application to access the proxy. Use the PC Mater Connect Internet Setting screen to set up the PC Meter Connect Pitney Bowes Operator Guide February, 2016 Page 168 of 242 Using PC Meter Connect application to us either the same connection as Internet Explorer uses, or you can manually enter the proxy settings. 1. To access the Internet Settings screen Right click on the PC Meter Connect system tray icon. 2. Select Internet Settings. 3. From the Internet Settings Menu screen in the "Proxy Address Assignment" section: a. Select the Use Internet Explorer proxy settings option button to choose the same setting as Internet Explorer, or b. Select the Manual proxy settings option button. Then enter the Name and Password in the "Proxy Authentication" section. Pitney Bowes Operator Guide February, 2016 Page 169 of 242 Using PC Meter Connect PC Meter Connect Installation Download the PC Meter Connect™ software from the Pitney Bowes support website to your PC with Internet access. See Pitney Bowes Contact List. 1. Do not connect the USB cable to your PC or your machine yet. 2. Do not connect the power to your mailing machine yet. 3. You will be prompted at the proper times to do these during the install. 4. Double-click on the install file that you downloaded to your PC. 5. The install program automatically starts. Follow the prompts on screen. 6. When installation is complete, a PC Meter Connect™ icon will be installed on your desktop and an icon will reside on your PC's system tray, usually in the lower right corner of the screen. Item Description 1 PC Meter Connect desktop shortcut icon 2 PC Meter Connect system tray icon 7. To make sure that you are running the latest version of the software, launch the application, select Updates tab, then select Update Software. Pitney Bowes Operator Guide February, 2016 Page 170 of 242 Using PC Meter Connect Launching the Application The program is loaded in the background automatically when you boot up your computer. You will know this by seeing the PC Meter Connect™ icon in the system tray. NOTE: If the PC Meter Connect™ software was not running for some reason (you'll know this when you don't see the PC Meter Connect™ icon in the system tray), double clicking on the desktop icon will restart the software. Alternately, you may click on the Start button > All Programs > Pitney Bowes > PC Meter Connect. A PC Meter Connect™ icon will then appear in system tray. If you connect or disconnect your machine from the PC, messages display from the PC Meter Connect™ icon in the system tray: l l "Meter Not Connected" displays when you disconnect your machine from the PC. The red "x" stays on the icon thereafter. "Meter detected" displays when you connect your machine to the PC (after it had been disconnected). The red "x" disappears. To access more features of the program, review the following pages. Pitney Bowes Operator Guide February, 2016 Page 171 of 242 Using PC Meter Connect Displaying PC Meter Connect on System Tray If you minimize or close the PC Meter Connect™ window, the application will still be running in the background as indicated by the icon in the system tray. If you cannot see the PC Meter Connect™ icon in the system tray and you want to verify that the program is running, follow these steps to display all icons on your system tray. 1. On your desktop taskbar (usually located on the bottom of your screen, although it may be moved to any side of your screen), right click on a blank area. 2. Click on Properties from the list of choices that displays. 3. At the Taskbar and Start Menu Properties window, on the Taskbar tab, verify that the Hide inactive icons field is unchecked (blank). If necessary, click to uncheck it. Click OK to finish. Pitney Bowes Operator Guide February, 2016 Page 172 of 242 Using PC Meter Connect 4. If you see the PC Meter Connect™ icon in the system tray, you know the program is running. If you need to start the application, simply double-click the PC Meter Connect™ desktop icon (see figures on previous page). Pitney Bowes Operator Guide February, 2016 Page 173 of 242 Using PC Meter Connect Accessing Features from the System Tray If you right-click on PC Meter Connect™ icon in the system tray, you can access several options for the PC Meter Connect™ Basic software. Right Click on PC Meter Connect™ Icon in System Tray Item Description Update PC Meter Connects you to a Pitney Bowes website for the latest version of the PC Meter Connect™ Connect™ software Internet Settings Allows you to change your Internet settings for best operation with PC Meter Connect™ (see Troubleshooting section later in this chapter for more details) About PC Meter Lists the PC Meter Connect™ software version Connect™ About Your Meter Displays whether or not the machine is connected to your PC. Contact Us Provides email and phone number information to contact Pitney Bowes Exit Exits the program (to restart, simply click on the PC Meter Connect™ desktop icon) Pitney Bowes Operator Guide February, 2016 Page 174 of 242 Using PC Meter Connect Starting PC Meter Connect™ To open the PC Meter Connect™ Main window, double-click on the desktop icon or the system tray icon. Desktop Icon Icon in System Tray PC Meter Connect connects to the PB Data Center and displays the postage amount in your system, your Postage-By-Phone account balance, your Purchase Power balance, and any updates required. PC Meter Connect™ Main Window Pitney Bowes Operator Guide February, 2016 Page 175 of 242 Using PC Meter Connect If you disconnect your machine from the PC the following message displays in the system tray. The red "X" stays in the tray. Meter Not Connected Message When you reconnect your machine to the PC after disconnecting it, the following message displays in the system tray. The red "X" disappears from the tray. Meter Detected Message Pitney Bowes Operator Guide February, 2016 Page 176 of 242 Using PC Meter Connect PC Meter Connect Application Main Window PC Meter Connect™ Main Window 1. Connection Status - indicates whether your PC can communicate with the Internet and to your mailing machine. A green check communicate . indicates a good connection, while a red X means the devices can not Good Communication PC Not Communicating with Machine PC Not communicating with Internet PC Not Communicating with Internet or Machine 2. Messages from Meter - displays status messages (such as "Funds Low") to help you keep your machine operating. Pitney Bowes Operator Guide February, 2016 Page 177 of 242 Using PC Meter Connect 3. Feature Tabs - provides access to the PC Meter Connect application features: a. Postage - Use this tab to see the postage amount in your system, get your Postage-by-Phone balance, and your Purchase Power balance. This also allows you to add postage to your machine. Refer to Adding Postage using PC Meter Connect. b. Supplies - Use this tab for ordering ink cartridges, E-Z Seal®, envelopes, and other supplies for your machine from the Pitney Bowes On- line Store. c. Updates - Use this tab for downloading system updates for your mailing machine, postal inscriptions/envelope ads, perform USPS inspections and rate updates. d. Support - This tab provides links to the following support functions: n My Account on the Pitney Bowes website. n Online help on this machine on the Pitney Bowes website. n Demonstrations about your machine. n PDF of this operator guide. n Frequently Asked Questions (FAQs) on this machine on the Pitney Bowes website. e. My Meter - This tab allows you to edit machine settings such as the date and time, printing options, and presets etc. 4. Support Information - This panel displays the supporting data for the functions of the feature tab. For example, under the Postage tab, this screen displays funds (postage) available in your machine, in your Postage-by-Phone® account balance, and in your Purchase Power balance. 5. Task Panel - This panel lists the tasks you can run from this feature tab.Click on the link to perform the task, for example, Add Postage to Meter. Pitney Bowes Operator Guide February, 2016 Page 178 of 242 Using PC Meter Connect Checking the Postage Amount using PC Meter Connect You can check the funds (postage) in your machine from the Postage tab on the PC Meter Connect main window. The Postage tab is the default tab that displays when you launch the program. Pitney Bowes Operator Guide February, 2016 Page 179 of 242 Using PC Meter Connect Adding Postage using PC Meter Connect You can add postage to your machine any time as long as you have enough funds in your Postage By Phone® system account. You can add postage to your machine from the Postage tab on the PC Meter Connect main window. The Postage tab is the default tab that displays when you launch the program. 1. At the Postage tab, click on Add Postage to Meter. 2. Enter in the amount or choose one of the preset amounts. Click Confirm to continue. Pitney Bowes Operator Guide February, 2016 Page 180 of 242 Using PC Meter Connect 3. A status bar displays showing the progress of the transaction. Once the postage has been downloaded to your meter you can print a receipt from your PC: a. To bypass the printing of the receipt, click Skip. b. To print, click Print Receipt. The Refill Receipt screen displays: Description Postage in Meter: Amount of postage (funds) in your meter. Prepaid on Account: Amount you have left in your Postage By Phone® system account of those funds you paid for in advance (by sending in a check, direct withdrawal, etc.). Credit Line Available: Amount you have left in your Postage By Phone® system account of those funds you established as credit with Pitney Bowes (such as Purchase Power®, etc.). Refill Amount: Amount of your refill. Account No. : Your Postage By Phone® system account number. Meter No. : Your meter serial number (on record with the USPS) which is printed on the meter stamp. 4. Click Print to continue. 5. Click Done when finished. Pitney Bowes Operator Guide February, 2016 Page 181 of 242 Using PC Meter Connect Downloading New Postal Rates Using PC Meter Connect 1. Click on the Updates tab from the PC Meter Connect main window. 2. The meter checks to see if there are any updates required. The current active rates and any pending rate updates are displayed in the Support Information panel on the left of the screen. 3. When completed the system will prompt you to click Continue, then Done. 4. If updates are required click on the Update Software link in the Task panel on the right side of the screen. Pitney Bowes Operator Guide February, 2016 Page 182 of 242 Using PC Meter Connect Performing Meter Inspections using PC Meter Connect 1. Click on the Updates tab from the PC Meter Connect main window. 2. The meter checks to see if there are any updates required. The current active rates and any pending rate updates are displayed in the Support Information panel on the left of the screen. 3. Click on the Perform Meter Inspection link in the Task panel on the right side of the screen. 4. After several minutes, a Meter Inspection Completed screen displays. 5. Click Ok. Pitney Bowes Operator Guide February, 2016 Page 183 of 242 Using PC Meter Connect Printing a Meter Stamp with an Advanced Date using PC Meter Connect 1. Click on the My Meter tab from the PC Meter Connect main window. 2. Select Meter Settings 3. Select Date and Time. Pitney Bowes Operator Guide February, 2016 Page 184 of 242 Using PC Meter Connect 4. Access the dropdown calendar from within the Print Date field. Use the < or > keys to select the month, then click the day you want to print on the meter stamp. 5. Click Apply. A confirmation screen displays the new date. Click OK. 6. To reset the date on your mail back to the current date, repeat steps 1 - 5 and select today's date. Pitney Bowes Operator Guide February, 2016 Page 185 of 242 Using PC Meter Connect Adding or Removing Ads Using PC Meter Connect 1. Click on the My Meter tab from the PC Meter Connect main window. 2. Select Meter Settings. 3. Select Ads & Inscriptions. Pitney Bowes Operator Guide February, 2016 Page 186 of 242 Using PC Meter Connect 4. Select the ad you want by clicking in the Envelope Ads field and selecting it from the dropdown list. 5. Click Apply. Pitney Bowes Operator Guide February, 2016 Page 187 of 242 Using PC Meter Connect Adding or Removing Postal Inscriptions using PC Meter Connect 1. Click on the My Meter tab from the PC Meter Connect main window. 2. Select Meter Settings. 3. Select Ads & Inscriptions. Pitney Bowes Operator Guide February, 2016 Page 188 of 242 Using PC Meter Connect 4. Select the inscription you want by clicking in the Inscriptions field and selecting it from the dropdown list. You can also remove an inscription by selecting the blank option. The inscription you select displays on the screen. 5. Click Apply. Pitney Bowes Operator Guide February, 2016 Page 189 of 242 Using PC Meter Connect Setting the System Time using PC Meter Connect 1. Click on the My Meter tab from the PC Meter Connect main window. 2. Select Meter Settings. 3. Select Date and Time. Pitney Bowes Operator Guide February, 2016 Page 190 of 242 Using PC Meter Connect 4. In the System field on the left side of the screen, place your cursor over the day, hour or minute and use the ^ or v keys to select the time/date of your machine. 5. Click Apply and a confirmation screen displays the new time. Click OK. Pitney Bowes Operator Guide February, 2016 Page 191 of 242 Using PC Meter Connect Resetting the Scale to Zero Using PC Meter Connect 1. Select the My Meter tab from the PC Meter Connect main window. 2. Click Reset Scale to Zero. A "Scale has been recalibrated" message displays. Pitney Bowes Operator Guide February, 2016 Page 192 of 242 Using PC Meter Connect Setting up the Weight Hold Method using PC Meter Connect 1. Select the My Meter tab from the PC Meter Connect main window. 2. Click Meter Settings in the Task panel on the right side of the screen. 3. Click Weight Hold in the Task panel on the right side of the screen. Pitney Bowes Operator Guide February, 2016 Page 193 of 242 Using PC Meter Connect 4. At the Weight Hold field, select from the dropdown choices Yes to activate it or No to deactivate it. 5. Click Apply to save the changes. A confirmation message displays. Pitney Bowes Operator Guide February, 2016 Page 194 of 242 Using PC Meter Connect Setting the High Value Warning using PC Meter Connect 1. Select the My Meter tab from the PC Meter Connect main window. 2. Click Meter Settings in the Task panel on the right side of the screen. 3. Click Warnings. 4. Enter a value up to $99.000 in the High Value Warnings field for which you want the system to prompt you with the high warning message. 5. Click Apply. Pitney Bowes Operator Guide February, 2016 Page 195 of 242 Using PC Meter Connect Setting the Low Funds Warning using PC Meter Connect NOTE: This section only works with the Standard Accounting options. 1. Select the My Meter tab from the PC Meter Connect main window. 2. Click Meter Settings in the Task panel on the right side of the screen. 3. Click Warnings. 4. Enter a value up to $99.000 in the Low Funds Warnings field for which you want the system to prompt you with the low funds warning message. 5. Click Apply. Pitney Bowes Operator Guide February, 2016 Page 196 of 242 Using PC Meter Connect Viewing Account Totals using PC Meter Connect 1. Select the My Meter tab from the PC Meter Connect main window. 2. Click Account Reports on the right side of the screen in the task panel. A report displays listing the postage amount and the number of pieces for each account. Pitney Bowes Operator Guide February, 2016 Page 197 of 242 Using PC Meter Connect Printing an Account Report using PC Meter Connect 1. Select the My Meter tab from the PC Meter Connect main window. 2. Click Account Reports on the right side of the screen in the task panel. 3. Click Print at the lower left side of the screen. Pitney Bowes Operator Guide February, 2016 Page 198 of 242 Using PC Meter Connect 4. Click Print at the lower left side of the screen again. Pitney Bowes Operator Guide February, 2016 Page 199 of 242 Using PC Meter Connect 5. Select your printer at the Windows Print screen and then click OK. Pitney Bowes Operator Guide February, 2016 Page 200 of 242 Using PC Meter Connect Printing a Refill Summary Report using PC Meter Connect 1. Select the My Meter tab from the PC Meter Connect main window. 2. Click Refill History on the right side of the screen in the task panel. 3. Click Print at the lower left side of the screen. Pitney Bowes Operator Guide February, 2016 Page 201 of 242 Using PC Meter Connect 4. Click Print at the lower left side of the screen again. Pitney Bowes Operator Guide February, 2016 Page 202 of 242 Using PC Meter Connect 5. Select your printer at the Windows Print screen and then click OK Pitney Bowes Operator Guide February, 2016 Page 203 of 242 Using PC Meter Connect Viewing Meter Software Version Using PC Meter Connect 1. Select the Updates tab from the PC Meter Connect main window. 2. Select Details >> to display the mainling machine software version information. 3. Select Update Software to download the latest software version to your meter. Pitney Bowes Operator Guide February, 2016 Page 204 of 242 Using PC Meter Connect Viewing PC Meter Connect Software Version You may get an error message on your mailing machine display indicating that you are running a version of PC Meter Connect that is not compatible with the version of software running on your machine. This topic shows how to check the version of PC Meter Connect loaded on your PC. 1. Right-click on icon in the system tray. 2. Select About PC Meter Connect to find out what PC Meter Connect version you are currently running. 3. If you need to update the version of your PC Meter Connect software, visit www.pb.com/support/PCMC. Pitney Bowes Operator Guide February, 2016 Page 205 of 242 This page intentionally left blank. 17 - Supplies and Options Supplies and Options 208 Supplies and Options Supplies and Options Supplies Item Description Ink Cartridge, Red Fluorescent 793-5 Moistener Brush/Wick Assembly 946-1 Waste Ink Pad Replacement Kit (DM125/DM225) 52F-B Double Tape Sheets—50 612-9 Double Tape Sheets—300 620-9 E-Z Seal® 4-Ounce Flip Top Bottles – 4 601-9 E-Z Seal® 16-Ounce Bottles – 4 601-0 Refer to Pitney Bowes Contact List for web addresses and phone numbers to order supplies. Options Pitney Bowes offers a number of flexible options so you can tailor your mailing system to meet your exact needs today, and expand it as your business grows tomorrow. Contact your Pitney Bowes Sales Representative for more information, see Pitney Bowes Contact List for web addresses and phone numbers. Integrated Weighing Platform (Scale) The weighing platform allows you to accurately weigh mail and packages. You can select from either a 5 lb. or a 10 lb. capacity scale. See, Running Mail for details on using the weighing platform. Moistener The moistener applies sealing fluid to the envelope flap. You can seal envelopes or leave them unsealed, depending on how you feed them. See Chapter 3, Running Mail for details. Pitney Bowes Operator Guide February, 2016 Page 208 of 242 Supplies and Options Standard Accounting The Standard Accounting feature tracks postage costs for departmental accounts. Depending on your model, you can order up to 50 accounts for your machine. See Standard Accounting for details. InView™ Accounting Your DM125, DM225 mailing machine can run enhanced accounting software from Pitney Bowes called InView™ Accounting. This software allows you to further customize your categories into subaccounts and even subsubaccounts allowing for more details accounting of your mailing expenses. See About Accounts for more information on this feature. InView™ Meter Reporting This optional web based software from Pitney Bowes allows you to view, consolidate and alalyze postage meter usage information from one mailing machine or multiple machines throughout your organization. See About Accounts for more information on this feature. For more information on InView™ Accounting and InView™ Meter Reporting visit the Pitney Bowes website and enter "InView" in the search field on our Home page. Electronic USPS® Confirmation Services This option allows you to get discounted fees from USPS® for selected services. References the DM Series Confirmation Services Guide on the support page of our website for more information on this feature. See Pitney Bowes Contact List. Postal Inscriptions/Advertisements Your system comes pre-loaded with several envelope ads and postal inscriptions. These give your mail a professional appearance and can turn your mailings into a powerful promotional tool. Pitney Bowes can also provide additional envelope adds and inscriptions if your needs require it, up to a total of 20 ads and 20 inscriptions. Optional inscriptions and ads are convenient to add because they are done as system downloads via the Pitney Bowes Data Center. Pitney Bowes Operator Guide February, 2016 Page 209 of 242 This page intentionally left blank. 18 - Specifications Specifications (Equipment and Materials) 212 Specifications Specifications (Equipment and Materials) Equipment Specifications Item Description Dimensions Base Model 9.7" (246 mm) H x 13.6" (345 mm) W x 15.8" (401 mm) D With Scale 10.1" (257 mm) H x 13.6" (345 mm) W x 15.8" (401 mm) D With Scale and Moistener 10.1" (257 mm) H x 18.5" (470 mm) W x 15.8" (401 mm) D Weight DM125 15 lbs. (6.8 kg) DM225 16 lbs. (7.3 kg) Power Requirements 100-240 VAC, 50/60Hz. 1.0A Ports 2 USB Host, 1 USB Slave, 1 RJ-11 Operating Temperature 40°F (4°C) to 108°F (42°C Sound Level Machine noise is less than 70dba in accordance with EN ISO 7779, and ANSI 12.10. LCD Display 4 lines, 20 characters long Throughput DM125 Up to 35 letters per minute DM225 Up to 45 letters per minute Actual throughput will vary, depending on the material used, machine condition, use of moistener, etc. Print Resolution 600 x 400 dpi Print Image Area At least 1" (25.4 mm) x 6-5/8" (170 mm) Ink Cartridge Life Up to 3,000 impressions without an envelope ad. Actual ink yields vary with usage, graphics printed and environmental conditions. Tape Sheets Self-adhesive type, dual tape sheets for use on mail pieces that are too thick/ large to run in machine. Envelope Ads Up to 20 (internally held) Postal Inscriptions Up to 20 (internally held) Maximum Imprint $99.999 Pitney Bowes Operator Guide February, 2016 Page 212 of 242 Specifications Material Specifications Item Description Minimum Size 5" x 3" (127 mm x 76 mm) Maximum Size 15" x 13" (381 x 330 mm) Minimum Flap Depth 7/8" (22 mm) Maximum Flap Depth 3" (76 mm) Minimum Thickness 0.007" (0.18 mm) Maximum Thickness 3/8" (9.5 mm) Maximum Stack Height for Mail 2.5" (60 mm) NOTE: For best results, always make sure your material conforms to these specifications. Pitney Bowes Operator Guide February, 2016 Page 213 of 242 This page intentionally left blank. 19 - Troubleshooting Getting Help What Information You Need to Provide Customer Support Display Problems Feeding Problems Printing Problems Accidentally Printing the Wrong Postage Moistening Problems (envelopes don't seal) Viewing System Configuration Levels Troubleshooting Communications Problems Problems Connecting to the Data Center Via PC Meter Connect Troubleshooting Your Internet Connection Text Error Messages Numeric Error Codes Exception List 216 217 218 219 220 222 223 225 226 227 233 234 235 238 Troubleshooting Getting Help l l l For common problems with your Digital Postage Meter, refer to this section. If you are experiencing problems connecting to the PB data center, refer to Troubleshooting Communications Problems. If you are unable to finds answers to your questions using these resources contact PB Customer Support at: General Questions: (800) 522-0020 Installation: (877) 817-2463 Customer service representatives are available Monday through Friday, 8:00 AM - 8:00 PM EST. To help us help you, refer to What Information I Need to Provide Customer Support. This will reduce the time it takes to troubleshoot and solve your problem. Pitney Bowes Operator Guide February, 2016 Page 216 of 242 Troubleshooting What Information You Need to Provide Customer Support Be sure to provide the following information before contacting Pitney Bowes technical support: Product Name: DM125 or DM225 Digital Postage Meter PCN: PR00, PR05, PR0R(for DM125) and PRL1, PRL5, PRLR(for DM200L). See the label on the back of the meter. Serial Number: See the label on the back of the meter. Problem Description: What is happening and when? Any error messages displayed? Attempts to Fix: What steps have you already tried to fix the problem and what happened. Pitney Bowes Operator Guide February, 2016 Page 217 of 242 Troubleshooting Display Problems Power lamp is not lit on the machine Possible Cause No power coming into machine Solution Check that: • Power switch, located above the power receptacle on the backside of the machine, is turned on. • power cord is plugged into both mailing machine base and wall outlet • power cord is not connected to a switched wall outlet, power strip, or surge protector Power lamp is yellow on the machine Possible Cause Machine in sleep mode Solution Press any key to "awaken" it. Display hard to read Possible Cause The display contrast needs adjustment. Solution 1. Press Options. 2. Select Adjust the Contrast. 3. Select Increase Contrast or Decrease Contrast to change the contrast level as necessary. 4. Press Home to return to the Home screen. Pitney Bowes Operator Guide February, 2016 Page 218 of 242 Troubleshooting Feeding Problems 1. Move transport release lever 1/4 turn to the right (clockwise) to the "released" position (vertical). 2. Carefully pull envelope out from right. 3. Make sure deck is clear of paper fragments. 4. Move transport release lever 1/4 turn to the left (counter-clockwise) back to the "home" position (horizontal). NOTE: To avoid stalled (jammed) envelopes: • Make sure your envelopes meet our published specifications. See . • Feed envelopes correctly. See Running Mail. Don't try to feed oversize envelopes through the machine. Use tape strips instead. Pitney Bowes Operator Guide February, 2016 Page 219 of 242 Troubleshooting Printing Problems Machine won't print Possible Cause Machine is in seal-only mode Solution This mode disables printing. Press Home to return to Home screen and resume printing. Meter Stamp is incomplete or streaked; poor print quality Possible Cause Ink cartridge needs replacing Solution Replace ink cartridge, see Replacing the Ink Cartridge for step by step instructions. Possible Cause Print nozzles clogged Solution Perform a print purge needed, see Purging the Print Heads for step by step instructions. "Waste Tank - Tank is nearly full" message Possible Cause Waste ink tank is nearly full Solution Call Pitney Bowes, refer to Getting Help. You will be able to print postage in this condition, but only for a limited time. Pitney Bowes Operator Guide February, 2016 Page 220 of 242 Troubleshooting "Waste Tank Full!" message Possible Cause Waste ink tank is full Solution Call Pitney Bowes, refer to Getting Help. You will not be able to print postage in this condition. Pitney Bowes Operator Guide February, 2016 Page 221 of 242 Troubleshooting Accidentally Printing the Wrong Postage Once you have printed a meter stamp, the postage funds have been “used up” by the machine, even if the printing is illegible. That’s why it is so important to make sure the correct value is shown on the machine before inserting the mail piece or tape sheet, and that you do not let the ink level get too low. We recommend you always keep a spare ink cartridge on hand just for this reason. If you would like a refund, you can go in person to the Post Office where your meter is registered (i.e., the ZIP Code of your meter stamp) within 60 days of the meter stamp date. You will need to bring the specific meter stamps as proof for your claim (they must be legible) and complete form 3533 “Application and Voucher for Refund of Postage, Fees, and Services”. NOTE: If your application for refund is accepted, the USPS® will refund 90% of the original meter stamp amount. IMPORTANT: To help prevent you from accidentally printing a postage value that's more than you need, you can have your machine warn you when you manually key in a postage value that is higher than the values you typically use. This setting is known as the high value warning, see Setting High Funds Warning to set this option. The high warning value feature is effective when you manually key in the postage value, but does not function if the internal rating feature is used. Pitney Bowes Operator Guide February, 2016 Page 222 of 242 Troubleshooting Moistening Problems (envelopes don't seal) Envelope not sealing Possible Cause Incorrect feeding Solution Make sure you slide the envelope flap under the blue edge of the feed deck. If you don't, the moistener can't wet the flap. Possible Cause Low sealant level Solution Check the sight glass on the left side of the moistener tank. If the sealant level is low, add E-Z Seal® solution until it reaches the bottom of the fill hole, see Filling the MoistenerTank. Possible Cause Dry moistener brush Solution Try wetting the moistener brush. If the brush drys out quickly, replace the moistener wick, see Cleaning the Moistener Wich and Holder. Possible Cause Dirty moistener brush Solution Remove the moistener brush. Clean it in plain water and rinse thoroughly, see Cleaning the Moistener Brush. Pitney Bowes Operator Guide February, 2016 Page 223 of 242 Troubleshooting Possible Cause Worn moistener brush Solution Replace the moistener brush, see Cleaning the Moistener Brush. Refer to Getting Help. Pitney Bowes Operator Guide February, 2016 Page 224 of 242 Troubleshooting Viewing System Configuration Levels Sometimes in an effort to fix your problem over the phone, a Pitney Bowes agent may request you to look up the system level that is on your machine. Follow these steps to do this: 1. Press Options. 2. Press Page Down twice. 3. Select Advanced Features. 4. Select Maintenance mode. 5. Select View system info. 6. There are various screens of information available about your machine. Press Page Down to scroll through all the screens if needed. 7. Press Clear (back arrow key) four times to return to the Home screen. Pitney Bowes Operator Guide February, 2016 Page 225 of 242 Troubleshooting Troubleshooting Communications Problems This topic covers problems associated with connecting to the PB Data Center. In order to troubleshoot connection problems you need how you are connecting to the PB Data Center. Refer to How You Connect to the PB Data Center. l If you are connecting to the PB Data Center through your PC with PC Meter Connect you need to verify that you are able to connect to the internet. o To make sure you do not have problems with your internet connection refer to Internet Connection Troubleshooting. o For possible issues with PC Meter Connect, refer to Troubleshooting PC Meter Connect. Pitney Bowes Operator Guide February, 2016 Page 226 of 242 Troubleshooting Problems Connecting to the Data Center Via PC Meter Connect Symptom You cannot access www.pitneybowes.com from your PC using Internet Explorer. Solution Contact your IT administrator for any special setup needed to enable your PC and Internet Explorer to access the Internet. Symptom PC Meter Connect™ cannot detect the Internet but you can access www.pitneybowes.com using Internet Explorer. Solution A 1. Be sure you have the latest version of PC Meter Connect installed on the PC and that is connected to the meter. 2. Review/adjust the Internet Settings from within the PC Meter Connect application: a. Right click the PC Meter Connect icon in the system tray (bottom right corner of the screen) and select Internet Settings from the menu. b. Select Non-Chunked as the HTTP Transfer Encoding Method. c. Select HTTP or HTTPS as the Protocol. If the option is greyed out, select FTP Mode (Passive) as the Protocol. d. Select Use Internet Explorer proxy settings for the For Proxy Address Assignment. e. Click OK. Pitney Bowes Operator Guide February, 2016 Page 227 of 242 Troubleshooting Solution B 1. Enter your own network's Proxy Address and Authentication settings (if used). 2. Review/adjust the Internet Settings from within the PC Meter Connect application: a. Right click the PC Meter Connect icon in the system tray (bottom right corner of the screen) and select Internet Settings from the menu. b. Select Non-Chunked as the HTTP Transfer Encoding Method. c. Select HTTP or HTTPS as the Protocol. If the option is greyed out, select FTP Mode (Passive) as the Protocol. d. Select Manual proxy settings, and enter the proxy settings and proxy authentication (if used) provided by your IT administrator. e. Click OK. Symptom You are having problems downloading files to your meter but you can access www.pitneybowes.com from your PC using Internet Explorer. Solution 1. Review/adjust the Internet Settings from within the PC Meter Connect application: a. Right click the PC Meter Connect icon in the system tray (bottom right corner of the screen) and select Internet Settings from the menu. b. Select Non-Chunked as the HTTP Transfer Encoding Method. c. Select FTP Mode (Active) for the FTP mode as the Protocoll. d. Click OK. Pitney Bowes Operator Guide February, 2016 Page 228 of 242 Troubleshooting IMPORTANT: l l If you have virus checking/firewall software installed on your PC (e.g., Norton, McAfee, etc.), please check your settings to ensure that FTP downloads are allowed. If FTP downloads are restricted, this will interfere with your machine downloading information from the Pitney Bowes Data Center when using PC Meter Connect™. If necessary, contact your network/IT administrator to confirm the proper settings. If you install PC Meter Connect™ on a PC with other Pitney Bowes applications, you will need to exit PC Meter Connect™ before you can use the other Pitney Bowes applications. Simply right-click on the PC Meter Connect™ icon in the system tray and select Exit to exit PC Meter Connect™. To restart PC Meter Connect™, just double-click on the PC Meter Connect™ desktop icon. Troubleshooting PC Meter Connect l l l For a list and description of messages or error codes that may appear in the system tray on the PC running PC Meter Connect or in the status section of the PC Meter Connect window refer to PC Meter Connect Error Codes and Messages below. To make sure your PC and network meet the requirements for PC Meter Connect, refer to Network Specifications and Requirements for PC Meter Connect. Refer to Problems Connecting to the Data Center Via PC to make sure your internet settings are correct. Pitney Bowes Operator Guide February, 2016 Page 229 of 242 Troubleshooting PC Meter Connect Messages and Error Codes Error Code or Message Action Meter Not Detected Try the following: l Check the USB connection between your meter and the PC running PC Meter Connect. l Try a different USB cable. l Try a different USB port on the computer or try another PC if available. l Make sure PC Meter Connect is running in your system tray. l If you are using your meter through a PC for the first time, make sure to download and install PC Meter Connect software. Go to PB.com, select Support, then machine. Under the "Click on the link for How to Install PC Meter Connect". Internet Not Detected Make sure your PC has an active network connection. Refer to Troubleshooting Your Internet Connection. For more information, refer to Network Specifications and Requirements for PC Meter Connect. 10054 Full desktop application version of PC Meter Connect: Socket connection error caused by a firewall/content filter program running on the PC or on the network. Contact your local IT representative to make sure Pitney Bowes is permitted to make connections with your network. For more information, refer to Network Specifications and Requirements for PC Meter Connect. 10053 Proxy version of PC Meter Connect: Socket connection error caused by a firewall/content filter program running on the PC or on the network. Contact your local IT representative to make sure Pitney Bowes is permitted to make connections with your network. Check your proxy settings. For more information, refer to Network Specifications and Requirements for PC Meter Connect. Username/Password Required If you are installing PC Meter Connect, this may indicate that you need administrative rights in order to install programs on the PC. If PC Meter Connect is already installed, this refers to the proxy settings. Consult your IT manager and/or refer to the "Frequently Asked Questions" section in Network Specifications and Requirements for PC Meter Connect. USB Device Driver Not Found PC Meter Connect is not installed, or PC Meter Connect is installed but the driver must be installed manually. Pitney Bowes Operator Guide February, 2016 Page 230 of 242 Troubleshooting Error Code or Message Action 1803 This indicates youmay need to update your version of PC Meter Connect. 1814 or 1816 This error can occur when you are attempting to download postage using PC Meter Connect. Common causes of this error include: You are using an outdated version of PC Meter Connect/Mailstation Assistant, or Your firewall settings may be blocking access to the pb.com site if they do not allow you access to sites without an http header, or Your Web security settings do not recognize pb.com as a "safe site." 1. Verify that your PC Meter Connect is at the latest versionr. If not, download and install latest PC Meter Connect software. Refer to Checking PC Meter Connect Version. 2. Adjust your internet setting using PC Meter Connect to use HTTPS Mode. a. Select Internet Settings from the File menu. b. Select Non-Chunked as the HTTP Transfer Encoding Method. c. Click OK. 3. Determine if your problem is due to web filtering. Go to the following test site: http://cometservp1.pb.com/t3cometserver.asp o If a series of zeros are displayed, such as {00000000-0000-0000-0000000000000000} 0 then web filtering is most likely not the issue. o If you have a web filtering or firewall issue, a specific message will display instead of a line of zeros. If this is the case, consider adding the Pitney Bowes servers to your Exception List. If you are still having problems, refer to Getting Help and contact customer service. DE13 There may be a network communication problem. Check your modem, router and other network connections.Refer to Network Specifications and Requirements for PC Meter Connect. Pitney Bowes Operator Guide February, 2016 Page 231 of 242 Troubleshooting Error Code or Message Action Infrastructure Error Codes There may be a network communication problem. Check your modem, router and (320-341) other network connections.Refer to Network Specifications and Requirements for PC Meter Connect. You may have issues with your postage account. Refer to Getting Help and contact customer service. Check Your PC Meter Connect Configuration 1. Be sure you have the latest version of PC Meter Connect installed on the PC and that is connected to the meter. 2. Review/adjust the Internet Settings from within the PC Meter Connect application: a. Right click the PC Meter Connect icon in the system tray (bottom right corner of the screen) and select Internet Settings from the menu. b. Select Non-Chunked as the HTTP Transfer Encoding Method. c. Select HTTP or HTTPS as the Protocol. If the option is greyed out, select FTP Mode (Passive) as the Protocol. Pitney Bowes Operator Guide February, 2016 Page 232 of 242 Troubleshooting Troubleshooting Your Internet Connection If you are connecting to the PB Data Center using a Communications Device (wired or wireless) or through your PC with PC Meter Connect you need to verify that you are able to connect to the internet. Check your internet connection and firewall configuration 1. Check to make sure you have an Internet connection. Go to http://www.pb.com (http://www.pb.com) from your PC. If it displays, the internet connection is working. 2. Run this test to determine if the problem is caused by security filters or firewall settings. a. Go to the following test site: http://cometservp1.pb.com/t3cometserver.asp b. If a series of zeros are displayed, such as {00000000-0000-0000-0000-000000000000} 0 then web filtering is most likely not the issue. c. If you have a web filtering or firewall issue, a specific message will display instead of a line of zeros. If this is the case, consider adding the Pitney Bowes servers to your exception list. Refer to Exception List. If you are still having problems, refer to Getting Help and contact customer service. Pitney Bowes Operator Guide February, 2016 Page 233 of 242 Troubleshooting Text Error Messages From time to time your system will display an alert or error message. An alert tells you that something needs attention; an error message usually tells you about a system condition you can fix. If you can not fix the issue with the website resources you may have to call for service or assistance. Refer to Getting Help. Pitney Bowes Operator Guide February, 2016 Page 234 of 242 Troubleshooting Numeric Error Codes Error codes are numeric messages on that appear in the LCD display on your machine's control panel. The following table lists the possible codes, a description of each, and what action you can take. Please be sure to record any error codes that appear on your display before calling your customer support agent. You can also visit our support site for additional information, see Pitney Bowes Contact List. Error Code Description 1103 Your rate data modules may be out of sync. Your downloaded rates are not Action 1. Unplug your power cord, and wait one to three minutes. effective until a future date, or you may not have ordered the weight capacity and/or the rating features for your meter. 2. Plug your power cord back in, ensuring that it is plugged directly into a wall outlet. 3. Follow the Procedures for Downloading New Postal Rates. If this does not resolve your issue or if no updates are available, contact customer service. Refer to Getting Help. Pitney Bowes Operator Guide February, 2016 Page 235 of 242 Troubleshooting Error Code Description Action DE00 This is a general connection error. It can You must reboot your system after every DE00 occur when you are trying to connect with error. Do this by: the Pitney Bowes Data Center. It could be caused by any of these conditions: 1. Unplug your power cord, and wait one to three minutes. l Your meter is not set up to communicate with the Pitney 2. Plug your power cord back in, ensuring that it is plugged directly into a wall Bowes Data Center. l network issue. l outlet. There is some other type of Other possible considerations: If using PC Meter Connect, it l might not be connected or isn't If this is your first postage refill, contact Pitney Bowes to make sure your meter working properly. is linked to your postage account. l There may be a network communication problem. Check your modem, router and other network connections. Refer to Troubleshooting Communications Problems. Contact customer service if you are still having problems. Refer to Getting Help. 0815 You have a problem with your postage Connect to the PB Data Center and perform a rates software. Balance Inquiry. Then follow the prompts. Refer to Checking the Amount of Postage Available. 0011 There is an issue with your Postage by Refer to Getting Help and contact customer Phone account. This usually happens if service. your account has been locked or there are insufficient funds in your Postage by Phone account. DE2A PC Internet connection dropped; your Verify that your PC Meter Connect is at version Internet connection was lost during data 05.00.0020 or higher. If not, download and connection. install latest PC Meter Connect software. Refer to Checking PC Meter Connect Version. Pitney Bowes Operator Guide February, 2016 Page 236 of 242 Troubleshooting Error Code Description Action 2B41, 2B42, 2B43, 2B44 Your printing mechanism isn't working Reboot your meter and perform print head properly. maintenance. Refer to Clean the printer nozzle. There is a problem in the circuitry Your print head is approaching the end of its between your meter and your print head. lifespan and must be replaced. You can re-seat P2B4C the current print head to help extend its life while you are waiting for your replacement part. To replace the print head refer to Clean or replace the print head. P20XX ,P21XX, E25XX, These are system error codes and my E22XX, P2BXX require help from a Pitney Bowes happens in 5 seconds, turn off the engineer to diagnose and correct. machine, wait 15 seconds, and turn the 1. Press Clear/Back (C). If nothing machine back on. 2. If the error does not clear or the problem persists, refer to Getting Help and contact customer service. 2546 An internal communication error has Restart your meter. If the error code does not been detected with no specific cause. clear or it returns refer to Getting Help and contact customer service. Pitney Bowes Operator Guide February, 2016 Page 237 of 242 Troubleshooting Exception List If you are connecting to the PB Data Center using an internet connection via the Communications Device or through PC Meter Connect, the following URLs must be accessible by your system. Contact your systems administrator to add these to your exceptions list. If you need assistance, contact customer service. Refer to Getting Help. If you are using the Communications Device: Distributor: http://distservp1.pb.com Comet Server: http://cometservp1.pb.com (US), https://cometservp1.pb.com DLA App.: http://pbdlsp1.pb.com, https://pbdlsp1.pb.com DLA File Downloads: https://dlsdlp1T.pb.com, https://dlsdlp1z.pb.com, https://dlsdlp1.pb.com, https://dlsdlp1b.pb.com Hosted Web Server: https://pbwebconnect.pb.com Amazon App.: https://s3.amazonaws.com If you are using PC Meter Connect: Distributor: http://distservp1.pb.com, https://distservp1.pb.com Comet Server: http://cometservp1.pb.com (US), https://cometservp1.pb.com (US), http://cometservd1.pb.com (Canada), https://cometservd1.pb.com (Canada) DLA: http://pbdlsp1.pb.com, https://pbdlsp1.pb.com FTP: ftp://dlsdlp1a.pb.com, ftp://dlsdlp1b.pb.com, ftp://dlsdlp1z.pb.com, ftp://dlsdlp1.pb.com Acct Upld: https://acctservp1.pb.com Pitney Bowes Operator Guide February, 2016 Page 238 of 242 20 - Glossary Glossary Account – set up when using the Standard Accounting option. An account can be an organization, person, department (e.g., “Sales”), or project to which postage is charged. You can assign a unique name to each. The machine stores the total postage used and the number of mail pieces processed for each account. The total number of accounts available on your machine depends on the option purchased. Advertisement – An advertising message that appears next to the machine's meter stamp. You can choose from an array of standard and custom ads. Default – A value or setting the machine automatically uses unless you change it. As delivered, your machine has factory-set defaults or “normal” settings. You may change these if you wish. Home Screen – The machine display that shows your current selections. It indicates that you're ready to print postage. Inspection – The process of examining the postage usage through the machine to assure accurate postal funds accounting. Your machine is subject to remote inspection whenever you add postage to it. If you haven't refilled your machine for 90 days, the display shows the message "Connection Due”. If you haven't refilled it for 120 days, you'll see "Connection Required By Post”. To do an inspection, simply add postage or connect to the Data Center. IntelliLink® – A Pitney Bowes technology that allows you to download machine features, postal rates, and system updates via a digital link. Lock Code – A four-digit code that can be set up which acts as a password to gain access to the machine after it powers up or after it is awakened from a sleep mode. Meter Stamp – The imprint produced by the machine (machine stamp or indicia). Depending on your settings, it may include: • The indicia (includes the postage amount, date, ZIP code, etc.) • An advertisement, which is an optional part of the machine stamp that lets you convey your own special message to the mail recipient. Origin Postal Code – The Postal Code assigned to your city or town. Mail processed on your machine must be posted from a location in your Postal Code area. PC Meter Connect™– a small desktop software application you install on your PC to allow your machine to connect to the Pitney Bowes Data Center through your PC’s Internet connection rather than over a standard telephone line. Postage refills and system updates can be completed efficiently and much quicker via the Internet. Pitney Bowes Operator Guide February, 2016 Page 240 of 242 Glossary Postage-By-Phone® – A service available through Pitney Bowes that allows you to buy postage and check account status via a phone line or the Internet. It also permits convenient postal inspection. Presets – A custom machine setting you can call up instantly at the push of a button. You can assign each preset a number of values, depending on the postage mode you're in, how your machine is set up and what options are installed. A preset will always have a name and postage amount, and could also have an account, ad, class of service, operating mode and other values assigned to it. Serial Number – The serial number found on the rear of the machine. Sleep Mode – An energy-saving feature of your machine that clears the display after a certain period of idle time. Pressing any key wakes up the display. Standby Mode (DM125/DM225 only) – The lowest power consumption mode that may persist for an indefinite time when the product is connected to an outlet and switched "off" at the back of the machine. Standby is the product’s minimum power mode. Supervisor Password – A four-digit code that can be set up to protect unauthorized users from changing accounts when using the Standard Accounting feature. Tape Sheets – A sheet of self-adhering paper which you print postage on and apply to a piece of mail or package that is too big or thick to be processed through the machine. 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Key Features
- Prints postage directly onto mail pieces, eliminating the need for stamps
- Built-in weighing platform for accurate postage calculation
- Large LCD display for clear and concise information
- Flexible accounting features for tracking postage expenses
- Manages multiple accounts
- Connects to the PB Data Center for easy updates and support
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Frequently Answers and Questions
How do I add postage to my machine?
You can add postage to your machine by purchasing a postage permit from the United States Postal Service (USPS) and entering the permit number into the machine.
How do I print postage on my mail?
To print postage on your mail, simply insert the mail into the machine and press the print button.
How do I track my postage usage?
You can track your postage usage by viewing the reports that are available on the machine's display.
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