FSMS Developer Guide version 8.4

FSMS Developer Guide version 8.4

FedEx Ship Manager

®

Server

The Network Shipping Solution

Installation and Configuration

Version 8.4.6

Payment

You must remit payment in accordance with the FedEx Service Guide, tariff, service agreement or other terms or instructions provided to you by FedEx© from time to time. You may not withhold payment on any shipments because of equipment failure or for the failure of FedEx to repair or replace any equipment.

Inaccurate Invoices

If you generate an inaccurate invoice, FedEx may bill or refund to you the difference according to the FedEx Service Guide, tariff service agreement or other terms or instructions provided to you by FedEx from time to time. A request for refund on a FedEx shipment must be made in accordance with the applicable Service Guide, or terms or instructions provided by FedEx from time to time. A shipment given to FedEx with incorrect information is not eligible for refund under any FedEx money-back guarantees. FedEx may suspend any applicable money-back guarantees in the event of equipment failure or if it becomes inoperative.

Confidential and Proprietary

The information contained in this Developer Guide is confidential and proprietary to FedEx

Corporate Services, Inc. and its affiliates (collectively "FedEx"). No part of this Developer Guide may be distributed or disclosed in any form to any third party without written permission of

FedEx. This Developer Guide is provided to you under and its use is subject to the terms and conditions of the FedEx Automation Agreement. The information in this document may be changed at any time without notice. Any conflict between this Developer Guide, the FedEx

Automation Agreement, and the FedEx Service Guide shall be governed by the FedEx

Automation Agreement and the FedEx Service Guide, in that order.

© 2007-2008 FedEx. FedEx and the FedEx logo are registered service marks. All rights reserved. Unpublished.

Contents

Introduction ...................................................................................................................................1

Document Organization ............................................................................................................1

Installing FSMS.............................................................................................................................2

System Requirements...............................................................................................................2

Minimum System Requirements ...........................................................................................2

FedEx-Tested System Requirements ...................................................................................2

Supported Thermal Printers ..................................................................................................3

Supported Dot Matrix Printers...............................................................................................3

Supported Laser Printers ......................................................................................................3

Supported Servers ................................................................................................................3

Supported Scales..................................................................................................................4

Network Connection Requirements ......................................................................................4

Pre-Installation Checklist ..........................................................................................................5

Recommendations ................................................................................................................6

Your FedEx Account .............................................................................................................6

Administrator User Rights .....................................................................................................7

File Transfer Protocol............................................................................................................7

Network Connections ............................................................................................................7

CSP Installations and Solutions Type ...................................................................................7

Uploading Revenue Files Before Upgrades..........................................................................8

Post-Installation Checklist .........................................................................................................8

How to Install FSMS .................................................................................................................9

Passwords.............................................................................................................................9

Installing FSMS .........................................................................................................................9

How to Uninstall FSMS ...........................................................................................................19

Configuring FSMS.......................................................................................................................20

Starting the Configuration Utility .............................................................................................21

Shipper Settings......................................................................................................................24

Managing Meter Numbers...................................................................................................24

Adding a Child Meter Number to an Existing FSMS Installation .......................................25

Adding a Master Meter to a New FSMS Installation .........................................................26

Deleting a Child Meter.......................................................................................................27

Configuring a New Meter ..................................................................................................28

Remote Configuration .........................................................................................................30

Adding an IP Address .......................................................................................................30

Editing an IP Address........................................................................................................31

Deleting an IP Address .....................................................................................................31

Connecting to an IP Address ............................................................................................32

Report Settings .......................................................................................................................33

Selecting a Printer for FSMS Reports .................................................................................36

Selecting a Reports Directory .............................................................................................37

Changing Paper Size and Number of Copies .....................................................................37

Saving Changes to the Printer Settings ..............................................................................37

Label Settings .........................................................................................................................38

Doc-Tab Settings ....................................................................................................................42

System Settings ......................................................................................................................43

IPD / IED / IDF Settings ..........................................................................................................45

Tracking Numbers Settings.....................................................................................................46

Contents

Meter Settings .........................................................................................................................47

Express Options..................................................................................................................47

Ground Options...................................................................................................................48

SmartPost Options ..............................................................................................................49

Software ID Data Capture ...................................................................................................49

Handling Charges Configuration .........................................................................................50

Handling Charge Calculation ............................................................................................51

Handling Charge Level......................................................................................................51

Handling Charge Amount..................................................................................................51

Managing Your Handling Charge Entries..........................................................................52

Configuring Meter Settings Using the 070 Meter Query Request .......................................52

Advanced Settings ..................................................................................................................53

Setting Up Printers......................................................................................................................55

Adding a Local Printer.............................................................................................................55

Adding a Local TCP/IP Printer ................................................................................................64

Windows 2000 Additional Configuration Needed................................................................74

Adding a Windows Network Printer.........................................................................................76

Printing to a Windows-Based Print Share Network.................................................................78

Adding a FEDEXUSER Account to a Printer ......................................................................79

Windows Print Manager Driver Support..................................................................................81

Printer Troubleshooting...........................................................................................................81

Index ...........................................................................................................................................82

Introduction

FedEx Ship Manager® Server (FSMS) is a network shipping solution for customers who want to integrate FedEx

®

shipping capabilities into their shipping operation. FSMS provides the following shipping functions:

• Ship to and from any FedEx service location

• Track any package shipped using FSMS, or shipped using any other FedEx automated solution, or shipped using manual or pre-printed air waybills

• Route using Universal Routing and Sorting Aid (URSA) for FedEx Express

®

shipments and ZIP/postal codes for FedEx Ground

®

shipping

• Rating for any U.S. or Canada-based account number

FSMS is a transaction-based shipping solution. FedEx provides all the transactions needed to streamline your shipping operations. You can build your own user interface that is customized to your business needs.

See the FedEx Service Guide for more information about shipping and the FedEx services available to meet all your shipping needs.

Document Organization

Installing FSMS

This chapter describes how to install and uninstall FSMS.

Configuring FSMS

This chapter includes instructions for configuring the FSMS software on a server.

Setting Up Printers

This chapter describes how to set up local and remote printers.

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2

Installing FSMS

Installing FSMS

This chapter describes how to install FedEx Ship Manager

®

Server (FSMS) on your system.

Note: To integrate FSMS software with your business information technology solutions, you need dedicated IT resources to program shipping transactions and establish network connections. See www.fedex.com

for more information.

System Requirements

This section describes minimum and FedEx-tested computer system requirements and supported printers, servers, and scales.

Minimum System Requirements

• Windows 2000 SP4, Windows 2003 SP2, or Windows XP SP2 Server operating systems

• 512 MB RAM

• 1.133 GHz processor

• 4 GB hard drive (minimum)

• Hayes-compatible 56K modem

• 10/100 Mbps network adapter

• Windows-compatible CD ROM drive

• Environment that is 50 to 90 degrees Fahrenheit

FedEx-Tested System Requirements

• Windows 2000 SP4, Windows 2003 SP2, or Windows XP SP2 Server operating systems

• 1 GB or more of RAM

• 2.5 GHz or higher XEON processor

• 10 GB or larger hard drive

• Hayes-compatible 56K modem

• 100 Mbps or higher network adapter

• Windows-compatible CD-ROM drive

• Environment that is 60 to 70 degrees Fahrenheit

Note: FedEx currently utilizes these hardware and operating system components with FSMS software.

FSMS Developer Guide version 8.4.6

Supported Thermal Printers

• EPL printers o

Zebra 2348 Plus (Warehouse) o

Zebra 2844 (Desktop)

• ZPL printers o

Zebra Z4 M Plus (Warehouse) o

Zebra ZP 500 (Desktop) o

Zebra ZP 500 Plus (Desktop)

• DPL printers o

Unimark

Supported Dot Matrix Printers

• Lexmark 2480

• Lexmark 2580

Supported Laser Printers

• HP LaserJet P 2015

• HP LaserJet 1160

• HP LaserJet 1300

Supported Servers

• HP Tower Rack o

HP Proliant ML 330 G3 o

HP Proliant ML 310 o

HP Proliant ML 310 G5 o

HP Proliant ML 310 G4

• HP Server Rack o

HP Proliant DL 360 G3 o

HP Proliant DL 360 G4 o

HP Proliant DL 360 G5

• Non-HP o

Dell PowerEdge SC 440 (Tower Rack) o

Dell PowerEdge 1950 (Server Rack) o

Stratus F2 Server 2400 (Server Rack) o

Stratus F2 Server 2500 (Server Rack)

FedEx does not support any other server models.

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Installing FSMS

Supported Scales

• Serial/USB o

Mettler Toledo PS60 (Desktop)

• Serial o

Mettler Toledo PS60 (Desktop) o

Mettler Toledo PS90 (Warehouse)

Network Connection Requirements

FSMS software must communicate with FedEx directly through a network connection. The following items are required for network connectivity:

• Server running the software application must be configured for TCP/IP protocol.

• WinSocket must be loaded on the server.

• Server must have a network connection.

• Dedicated IP address is required.

The FSMS GoToAssist™ utility is a remote system access application for FSMS Customer

Support and requires a network connection.

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Pre-Installation Checklist

Complete the steps in this checklist before you begin the installation of FSMS software.

Who

Action

FedEx Account

If you are a new FedEx shipper, sign up for a FedEx account at www.fedex.com

or contact a FedEx representative for assistance at 1.800.Go.FedEx® (800.463.3339). You need an account number to register for an FSMS Meter number and to use FedEx shipping services.

Windows Administrator Account

Verify that the computer you use as the FSMS application server has a Windows Administrator account. When you use this

Administrator account to install FSMS software, it becomes the

FSMS Services account that allows you to log on to FSMS.

Windows

Admin

Windows

Admin

Verify that the person installing FSMS software has access to the

Windows Administrator account.

Windows

Admin

Verify that the Windows Administrator account has the Log On

as a Service user right. See Administrator User Rights below for instructions.

FTP and Network Connections

If you need to install Internet Information Service (IIS) to transfer data to FTP servers, install IIS BEFORE you install FSMS. See

File Transfer Protocol for instructions.

Windows

Admin

Windows

Admin

Verify that the server that runs the FSMS application is connected to a network and can access the FedEx server over the Internet. See System Requirements.

CSP Installation and Solutions Type

If you received your FSMS software installation CD through the

FedEx Compatible Solutions Program (CSP), contact your CSP provider to get your CSP Solution Type code.

When you enter this code during an FSMS first-time installation, the program automatically configures your FSMS settings for the specified CSP solution type.

If you are upgrading FSMS, you must place this number in the

fdxinstall

file located in your

temp

folder BEFORE you install FSMS.

See CSP Installations and Solutions Type.

Windows

Admin

FSMS

Admin

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Installing FSMS

Install Compatible Solutions Program (CSP) software BEFORE you install FSMS.

Upgrade Preparation

FSMS

Admin

Find the version number of the FSMS application that is currently installed on your server.

• If you are running FSMS version 6.1x or lower, uninstall

FSMS using the Microsoft Windows Add or Remove

Program BEFORE you install a new version of FSMS.

• If you are running FSMS version 6.8x, 7.2x, 7.40, 7.7x or

8.0x, you do not need to uninstall your current FSMS software version. When you install FSMS, the installation program automatically upgrades your FSMS software with features in the latest version.

FSMS

Admin

Before you upgrade, be sure you close the shipping day and log out of the FSMS application.

FSMS

Admin

FSMS

Admin

Before you upgrade, verify that there are no revenue files in the following folders:

C:\FedEx\FedEx_Admin\Close

C:\FedEx\FedEx_Admn\HourlyUpload

If you have live revenue files on your server, you must upload these files to FedEx before starting an upgrade. If you have test revenue files on your server, you can delete them.

Final Preparation

Close all applications including Windows® Explorer before you install, upgrade or uninstall FSMS.

FSMS

Admin

Recommendations

Only File Detected prompt.

• If prompted to restart your computer, please follow the instructions.

Your FedEx Account

A FedEx account number is required for all FedEx shipping. With a FedEx account, you can charge your shipments as either FedEx Express or FedEx Ground.

If you are a new FedEx shipper, it is convenient to sign up for your FedEx account before you install FSMS. After you install FSMS, register for a Meter number and begin to use FedEx shipping services immediately.

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Administrator User Rights

Follow these steps to assign user rights to your Windows Administrator account:

1. Select Start > Control Panel > Administrative Tools > Local Security Settings.

2. Scroll down to the Log on as a service policy and verify that you have user rights assigned to your Administrator account. If you do, your account name displays beside the policy.

If you need additional assistance to create an Administrator account on your server, access the

Microsoft Help and Support service at Start > Help and Support or visit www.microsoft.com.

File Transfer Protocol

If you need File Transfer Protocol (FTP) for transferring reporting data to another system, install

Internet Information Service (IIS) before you install FSMS. IIS download files are provided on the Microsoft Web site. Contact your FedEx customer service representative if you need assistance. IIS should be installed only if you need the FTP function.

Network Connections

Set up your network connection with a static IP address or a dynamic IP address using DHCP.

Instructions for setting up an IP address are provided as part of the Microsoft Help and Support.

If you need additional assistance, access the Microsoft Web site at www.microsoft.com.

CSP Installations and Solutions Type

The FedEx Compatible Solutions Program (CSP) integrates FedEx shipping capability with many popular business software systems. If you plan to install CSP software, you must perform the installation and setup BEFORE you install FSMS.

Your CSP provider will provide you with a CSP Solution Type code for your FSMS installation.

When you enter this code during an FSMS first-time installation, the program automatically configures your FSMS settings for the specified CSP solution type.

Note: If you do not have a code and you have CSP software installed, contact your CSP provider to get the Solutions Type code. This is a three-digit number that corresponds to the Solution Program software you installed. You must have this code to install FSMS properly for your CSP software.

CSP Providers: Please contact the FedEx Certification Team at

[email protected]

to get the code for your solution type.

If you are upgrading FSMS, you must open the

fdxinstall.dat

file located in the

C:FedEx\FedEx_Temp

folder on your system and type the three-digit CSP code in the

SOLUTION_TYPE=[nnn}

field. You must have Administrator privileges to edit this file and must complete this task before you perform the upgrade.

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Installing FSMS

Uploading Revenue Files Before Upgrades

Before beginning an upgrade, make sure that you have closed the shipping day and that there are no revenue files in the

C:\FedEx\FedEx_Admin\Close

and/or

C:\FedEx\FedEx_admn\HourlyUpload

folders. If revenue data exists in either of these folders, the system prompts you to upload all revenue files and to upload files on a predetermined schedule before continuing the upgrade.

Post-Installation Checklist

Complete the steps in this checklist after you install FSMS software.

Action

Meter Number Registration

Use the FSMS Meter Registration utility to register for a Meter number.

FSMS Application Services

The FSMS application services will start automatically each time you log onto your computer. To verify that these are starting select Start > Control Panel > Administrative Tools >

Services.

FSMS Configuration

Who

FSMS

Admin

FSMS

Admin

Manually configure FSMS by specifying options and services specific to your installation. See Configuring FSMS in this guide.

FSMS

Admin

8 FSMS Developer Guide version 8.4.6

How to Install FSMS

This section describes how to install the FedEx Ship Manager® Server (FSMS) from the installation CD.

Passwords

During the installation process you will be asked to provide a password for your FSMS Services account that allows you to log on to FSMS after the installation. The Administrator account you use to install your FSMS software is the account you MUST use to log on to FSMS after the install. FedEx recommends that you create a secure location for the account name and password. This is especially important if multiple persons will be logging on to FSMS as the

Administrator.

Installing FSMS

Before you begin, complete all appropriate tasks in the pre-installation checklists. See Pre-

Installation Checklist.

Complete the following steps to install your FSMS software:

1. Insert the FSMS software installation CD in your computer drive.

2. If the installation process does not start automatically, you can:

a. Select Start > Run… from the Windows Start menu. The Run dialog box displays.

Verify that the dialog shows the correct path to the setup.exe file on the installation

CD and click OK.

Note: If you are installing over a network, click Browse to select the setup.exe file from the server drive that contains the installation CD.

Alternately, you can type the directory path to the installation file, such as

D:\setup.exe

.

OR

b. Open Microsoft Explorer and browse to the FSMS0846 folder on the installation

CD, open the folder, and double-click the file.

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Installing FSMS

3. If you are installing FSMS for the first time, the program prompts you to select a language. Select the language in which to view the installation instructions and click

OK to continue.

4. The FSMS setup prepares the InstallShield Wizard for the FSMS installation.

10 FSMS Developer Guide version 8.4.6

Note: You may exit the setup program at any time by clicking Cancel.

7. If there is a previous version of FSMS on your computer, the Upgrade Options screen displays. Select the FedEx shipping information that you wish to save during the upgrade. on your system. process.

Select a directory location where you want to install FSMS on your system.

• To accept the default location

C:\FedEx

, click Next.

• To select a new directory location, click Change…, then select the destination directory and click Next.

FSMS Developer Guide version 8.4.6 11

Installing FSMS

10. The wizard displays the Start Copying Files window. Verify that the information is correct. If you need to change or review any settings, click Back.

11. If the settings are correct, click Next to continue.

12. The wizard displays the Setup Status window and shows the status of the FSMS installation and configuration.

12 FSMS Developer Guide version 8.4.6

13. When this initial installation phase completes, the FedEx End User License

Agreement screen displays. Read the agreement carefully.

14. Click Accept to agree to the license terms and continue the installation of FSMS.

• If you prefer to read a printed copy of the agreement, click Print.

• To cancel the installation, click Exit Setup.

15. The CSP Solution Type Information window displays next. The FedEx Compatible

Solutions Program (CSP) integrates FedEx shipping capability with many popular business software systems. If you have already installed a FedEx Compatible

Solution on your server, enter the Solution Type code for that software. The Solution

Type that you specify is used by the installation program to configure your FSMS system settings.

• If you do not have a code and you have CSP software installed, contact your

CSP provider to get the Solutions Type code. This is a three-digit number that corresponds to the Solution Program software you installed.

CSP Providers: Please contact the FedEx Certification Team to get the code for your solution type.

FSMS Developer Guide version 8.4.6 13

Installing FSMS

Note: You must install all CSP software BEFORE you install FSMS. If you have not done this, please Cancel the installation program, install your CSP software, and then install FSMS. See Pre-Installation Checklist.

16. Click Next to continue.

17. The Enter Password for FSMS Services window displays.

14 account.

FSMS Developer Guide version 8.4.6

Note: The FSMS Services account you use to log on to FSMS MUST be the same

Windows Administrator account that you are now using to install FSMS. The

Administrator account name displays at the top of the first paragraph. You must specify the password you want to use for this account.

18. Click Next to continue.

19. The InstallShield wizard briefly displays the Setup Status window and then prompts you to identify your network connection type to complete the FedEx installation. connect to the FedEx server. If the dial-up number includes a prefix number, for example “9” to dial outside your building, in Dial Prefix, type this number(s). If the dial-up number also includes required number(s) at the end, type this number(s) in Dial Suffix. Click Next and go to Step 24.

Step 20. as an Internet connection through an Internet Service Provider (ISP). Click Next and go to Step 24.

FSMS Developer Guide version 8.4.6 15

Installing FSMS

20. If you selected Network (default) in the previous window, the Direct Access Setup screen displays.

16

21. Select Connect through a Proxy Server if you are connecting to FedEx through a proxy server. Be sure to click the Set Proxy Password button at the bottom of the window to specify the proxy user and password.

22. Specify whether you want to establish the connection manually or automatically by using a proxy configuration script.

• To set up an automatic connection, select Set Automatic Proxy Configuration

Location (URL) for Tunnel Client and specify the automatic configuration script

URL.

• To set up a manual connection, select Set Manual Proxy Settings for Tunnel

Client and specify the address (iPort number) for the Tunnel Server.

23. Click Finish to continue.

FSMS Developer Guide version 8.4.6

24. The InstallShield Wizard Complete window displays.

25. Check Yes, I would like to launch the Meter Registration utility after the reboot to launch the Meter Registration window after you complete the FSMS installation process.

Note: You must receive a Meter number from FedEx before you can use FSMS.

FedEx recommends that you register immediately after you complete this installation.

26. Click Next to continue.

FSMS Developer Guide version 8.4.6 17

Installing FSMS

27. The Wizard prompts you to restart your computer.

28. Make sure all disks are removed from the drives of the server and accept the default setting Yes, I want to restart my computer now.

29. Click Finish. The Wizard restarts your computer.

After your computer restarts, the FSMS version 8.4.6 software installation is complete.

You may re-run the FSMS installation program at any time to Modify your FSMS software setup or to Repair a previous software installation, for example, to perform a full installation of all program features.

You must receive a Meter number from FedEx before you can use FSMS. FedEx recommends that you use the Meter Registration Utility immediately after you complete this installation. See

“Meter Registration Utility” in the FSMS Developer’s Guide for more information.

18 FSMS Developer Guide version 8.4.6

How to Uninstall FSMS

This section describes how to remove the FSMS software application from your computer.

If you are upgrading from FSMS v 6.8 or a later version, you do not need to remove the existing

FSMS application on your system. When you install FSMS, the installation program automatically performs the upgrade.

You can only upgrade to FSMS v 8.4.6 from versions 6.8x, 7.2x, 7.40, 7.7x or 8.0x. You must upgrade to one of these versions prior to upgrading to v 8.4.6 or you must remove your pre-6.8

FSMS installation using the Windows Add or Remove utility and then install v 8.4.6.

Complete the following steps to remove a previous version of FSMS:

1. Insert the FSMS software installation CD for the FSMS version currently installed on your system.

2. If the installation process does not start automatically, you can:

a. Select Start > Run… from the Windows Start menu. The Run dialog box displays.

Verify that the dialog shows the correct path to the setup.exe file on the installation CD and click OK.

Note: If you are installing over a network, click Browse to select the setup.exe file from the server drive that contains the installation CD.

Alternately, you can type the directory path to the installation file, such as

D:\setup.exe

.

OR

b. Open Microsoft Explorer and browse to the FSMS0845 folder on the installation CD, open the folder, and double-click the file.

3. The FSMS setup prepares the InstallShield Wizard.

4. If the installed version is 6.8x, 7.2x, 7.40, 7.7x or 8.4x, the Welcome screen displays.

Click the Remove option.

6. When prompted to confirm the removal of FSMS, click Yes.

7. The Status Setup window displays while the InstallShield Wizard removes the FSMS installation on your computer. prompts you to restart. Click Yes to restart your computer now or click No to restart later.

• If you select Yes, remove the FSMS software CD from your disk drive.

• If you select No, remember that you must restart your computer in order to complete the FSMS removal.

Note: Java version 1.3 is installed with FSMS versions 6.8, 7.2, and 7.40. You must remove this version of Java as part of the uninstall process.

FSMS Developer Guide version 8.4.6 19

Configuring FSMS

This section of the FSMS Developer Guide contains step-by-step instructions for configuring the

FedEx Ship Manager

®

Server (FSMS) software on a server.

Before using FSMS, you must configure it using the FSMS Configuration Utility, which gives you the ability to enter and store user level and field level (system) specific data. The FSMS

Configuration Utility includes nine tabs, four at the user level and five at the field level:

User Level tabs:

• Shipper Settings

Field Level tabs:

• IPD / IED / IDF Settings

• Tracking Numbers Settings

Before you begin to configure your FSMS installation, consider the following guidelines:

Always tab out of a text field on any of the Configuration windows. Otherwise, the command buttons, such as Apply, may not be enabled.

• A text field that is displayed in red prior to or after you tab out of it contains an invalid field value, which you should correct before exiting the window.

• Holding the mouse cursor over a field opens a tip that provides the valid data for the field, as well as the access level required to edit the field.

• If you click the Close button to close the FSMS Configuration Utility, the data you entered will not be saved. You must click Apply or Apply & Exit to save your entries.

• If you are making configuration changes to an existing version of FSMS, you must perform an 007 End-of-Day Close Request transaction before changing any information.

Note: If you attempt to use the FSMS Configuration Utility while processing a shipment or executing transactions, an error may occur in FSMS. While this usage is not recommended, if it is necessary to open the FSMS Configuration Utility while processing transactions, contact your FedEx

® representative for steps to eliminate processing errors.

FSMS Developer Guide version 8.4.6 20

Starting the Configuration Utility

Complete the following steps to start the FSMS Configuration utility and change the access level if needed:

1. Navigate to the FedEx Ship Manager Server folder on the desktop and double-click the FSMS Configuration icon.

The FedEx Configuration window displays.

The Configuration utility opens with User Level access privileges.

FSMS Developer Guide version 8.4.6 21

Configuring FSMS

2. If you need to change the access level, click Access Privileges. The Access

Privileges dialog box displays.

3. Enter one of the following passwords depending upon the level of access required: o

If you need Field Level access, enter the field level password provided by your

FedEx account representative. o

If you need the User Level-View, enter View as the password. Remember to enter a capital V because the password field is case sensitive. The User Level-

View includes User Level access with the ability to view Field Level items, with the exception of the IPD / IED / IDF Settings tab.

Note: If you click OK with no password, the FedEx Configuration window returns to the default User Level access, regardless of the previous access level.

If you entered the field level password, the window displays the following items:

22 FSMS Developer Guide version 8.4.6

If you entered the user level view password, the window displays the following items:

FSMS Developer Guide version 8.4.6 23

Configuring FSMS

Shipper Settings

Use the Shipper Settings tab to enter information about where the shipment originates. FSMS supports an unlimited number of shipping locations. A unique meter number is needed to establish and identify each shipping location. It is also used for other functions, including: generating meter level reports, uploading revenue data, and assigning tracking numbers. Each meter number is associated with a FedEx account number and may not be used with any account number other than the one to which it has been assigned. However, a single account number or a single location can be assigned many meter numbers.

Configure shipper settings before entering any other configuration information. The first meter added to this configuration should be the master meter. All subsequent meters are child meters associated with the master meter.

Managing Meter Numbers

The procedures in this section describe how to add, delete, and remotely manage meter numbers. Each of the procedures requires Field Level privileges. Complete the following steps before continuing:

1. Change to Field Level access privilege as described in Starting the Configuration

Utility.

24 FSMS Developer Guide version 8.4.6

2. Enter all required information in the Shipper Settings tab before configuring any other information. Required fields have bold titles.

The Shipper Settings tab allows you to add meters (both Master and Child) for shipping from your specified locations. The first meter to be entered in this window is the Master meter. All subsequent meters entered added to the FSMS configuration are Child meters associated with the Master meter.

Adding a Child Meter Number to an Existing FSMS Installation

Complete the following steps to add a new meter number using the FSMS Configuration utility: displayed.

2. All four fields are required. Enter the meter number as provided by your FedEx account executive. Complete the remaining fields according to your account information.

The rest of the Shipper Settings tab contains the same information as the master meter. With Field level privileges you can change the Shipper settings for the active meter number.

FSMS Developer Guide version 8.4.6 25

Configuring FSMS

Adding a Master Meter to a New FSMS Installation

This section describes how to add an existing meter number to a new FSMS installation.

Note: New meters must be requested using the FSMS Meter Registration utility.

1. Navigate to the FedEx Ship Manager Server folder on the desktop and double-click the Meter Registration icon:

Privileges password window is displayed:

3. Enter the password provided by your FedEx customer support representative.

26

5. Enter the meter number to be added.

6. Enter the account number of the associated meter number.

7. Select the origin country for the meter number.

8. Enter the postal code for the meter number.

10. FSMS attempts to retrieve meter information from FedEx systems.

During this process, the following message is displayed:

FSMS Developer Guide version 8.4.6

11. If successful, the Shipper Settings and Meter Settings tabs of the FedEx

Configuration window are populated with the correct information for FedEx systems.

12. If unsuccessful, an error message prompts you to enter the information manually.

Deleting a Child Meter

Complete the following steps to delete a child meter:

1. Change to Field Level access privilege as described in Starting the Configuration

Utility.

2. Select the child meter number you want to remove from the Meter Number list.

3. In the Shipper Settings tab click Delete Current.

Note: Only a child meter can be deleted using this utility. If you attempt to delete the master meter, an error message is displayed.

Click OK to continue without changing any configuration settings.

To delete a master meter, you must first designate another meter number as the master.

Contact your FedEx customer support representative if you need to delete a master meter.

If you selected a child meter to delete, the following window is displayed:

Settings tab for the master meter

FSMS Developer Guide version 8.4.6 27

Configuring FSMS

Configuring a New Meter

After adding a new master or child meter, you can configure each meter number. Complete the following steps to configure a new or existing meter number.

1. Change to Field Level access privilege as described in Starting the Configuration

Utility.

2. Select the meter to configure from the Meter Number list.

28

All Bold fields on the Shipper Settings tab are required to configure a meter.

FSMS Developer Guide version 8.4.6

The following table lists the requirements for all fields:

Field Name

Master Meter

Do Not Allow Multiple

Meters per Account

Number

Contact Name

Company Name

Department

Address Line 1

Address Line 2

City

Country

State / Province

Postal Code

Cleaned Postal

Revert

Phone Number

Origin Loc ID

Meter Time Zone

Force Close Time

Description

This check box is checked if you are viewing a master meter. For child meters this check box is clear. With the proper privileges it can be used to specify a new master meter.

Displayed only for master meters. Click this box to prevent multiple meters from using the same 9-digit FedEx account number. This restricts Close Request transactions to this account number only.

Enter the contact name. This can be a company name.

Enter the company name.

Enter the name of the department shipping from the assigned meter.

This entry prints in the Sender section of the label. The Department field value can be overridden using field 38 (Sender/Origin

Department) in an 020 Global Ship Request transaction.

Enter the primary address for your location. This address usually includes the street name and number.

Enter any secondary address information, such as Suite #, for your location.

Enter the city name from which shipping will originate.

FSMS defaults to US. To select another country, click on the pull-down list and highlight the appropriate choice.

If your country is postal aware, this means that a verifiable postal/ZIP code must be supplied as part of your shipper record. This designation is supplied by FSMS after you select the country from which you are shipping.

If shipping from a country that is not postal aware, the postal code you enter is not validated and any routing information supplied on your package label is determined from the FedEx location designated for your country.

If you are located in the U.S., Canada, or Puerto Rico, select your state or province from the pull-down list.

Enter the postal code for your shipping origin location.

When you enter your shipper address, including your postal code,

FSMS checks the URSA file to ensure that the postal code is correct and displays the matched postal code found. If you want to revert to your original entry, click the Revert button. FSMS will change the postal code back to your original entry.

FSMS will attempt to provide a cleaned postal code for the entered postal code. If there is no cleaned postal code, Revert can be used to use the manually entered postal code.

Enter your company phone number, such as 9015551212. No special characters such as dashes or parentheses are allowed.

The FedEx location identification (if your shipper address is postal aware, which means that your address is supported in the FedEx

URSA file) of your shipping origin location. This information is not entered, but comes from the URSA file located on your server.

The OriginLocID may be overridden with FedEx assistance.

FSMS allows you to select a time zone for each meter (both Master and Child) configured on your server. This functionality allows you to designate Close Times, etc. for each meter by its specific time zone.

Enter the most convenient time for FSMS to close your shipping day.

Force Close is activated only if you have not closed your shipping day

24 hours before the Force Close Time entered.

FSMS Developer Guide version 8.4.6 29

Configuring FSMS

Field Name

Email Address

Pager Number

Description

The Force Close Time is entered in military time (for example: 1 p.m. is coded as 1300).

Force Close Time is a meter level setting.

Force Close time defaults to the nearest hour at the time the Master meter is added. For example, if a meter is added at 3:07 PM, the

Force Close Time defaults to 1500.

Child meters default to the same fore close time as the Master meter.

Enter the e-mail address for the shipping contact in your company.

Enter the pager number for the shipping contact in your company.

Required elements are printed on the shipping label. See the FSMS Transaction Coding

Reference guide for instructions on how to override the configured information.

3. To save changes click Apply to save changes without closing, or click Apply & Exit to save changes and exit the FSMS Configuration Utility. To exit without saving any changes, click Exit.

Remote Configuration

You can install the Configuration Utility independently of the FSMS application to enable remote network configuration of the FSMS application. To install the Configuration Utility, run the FSMS installation, select Custom install and Configuration Utility from the install options menu.

By default, the FSMS Configuration Utility attempts to connect to the local installation of FSMS

(IP 127.0.0.0) when launched. If the FSMS Configuration Utility was installed for remote use, no local connection is established.

Adding an IP Address

Complete the following steps to add an IP address to the configuration utility.

1. To connect to the FSMS application on another server on the network, click the

Network button at the bottom of the FSMS Configuration Utility. The following window is displayed:

30 FSMS Developer Guide version 8.4.6

2. To add an IP address, click the Add button. The Add IP window is displayed:

3. Enter the IP Address of the FSMS server to be remotely configured.

4. Enter the system server name if available.

5. Enter the port number through which the FSMS server is to be accessed. Ensure this port is open on the server to be remotely configured. FSMS defaults to port 1098.

Editing an IP Address

1. To edit an IP address, click the Edit/View button. The following window is displayed:

2. Make desired changes.

Deleting an IP Address

1. Select the IP address to be deleted.

FSMS Developer Guide version 8.4.6 31

Configuring FSMS

Connecting to an IP Address

1. Select an IP address in which to connect.

3. The connection status is displayed at the top of the FedEx Configuration window.

32 FSMS Developer Guide version 8.4.6

Report Settings

The Report Settings window is used to configure output for FSMS-supported reports.

• Choose the report format: PDF, DOC, RTF, TXT (do not use .txt for Ground or

IED/IPD/IDF reports).

• The report format is a system level setting and will apply to all reports on all meters.

• Reports can be sent to a printer OR to a directory, but not both. If a printer and a directory are configured, the reports will be saved to the specified directory.

• End-of-Day (EOD) reports cannot be printed and can only be saved to a directory.

• Multiple copies are available for selected International reports.

• The FedEx Express Dangerous Goods 1421C can be printed on multi-ply forms or on plain paper. If printed on plain paper, the form can be printed on 8-1/2x11 or A4 paper.

• All International reports can be printed on 8-1/2x11 or A4 paper.

Click the Report Settings tab to view the settings, such as for U.S. origin, all services enabled:

FSMS Developer Guide version 8.4.6 33

Configuring FSMS

Reports Description

U.S. origin, FedEx Express only

The Freight folder has the Bill of Lading report or FedEx

Freight service.

The Shipment Summary report provides a summary of all shipping.

U.S. origin, FedEx Express and FedEx Ground

U.S. origin, all services enabled

Ground

®

reports will be enabled when the

Ground checkbox on the Meter Settings tab is checked. After enabling Ground, click the Apply

and Exit button, and then re-launch the FSMS

Configuration Utility to configure Ground reports.

• The IPD and IDF reports will be enabled when

IPD is manually configured or after a download of the rate file if the account is a valid IPD or IDF account. If the account is manually configured, click the Apply and Exit button, and then relaunch the FSMS Configuration Utility to configure

IPD and/or IDF reports.

• The FedEx Transborder Distribution

®

(TD) reports, will be enabled only if the account is a TD qualified account. The TD flag that enables the TD reports downloads as part of the Express rate download.

CA origin, FedEx Express

®

only

34 FSMS Developer Guide version 8.4.6

Reports Description

CA origin, FedEx Express and FedEx Ground

CA origin, all services enabled

• FedEx Ground reports will be enabled when the

Ground checkbox on the Meter Settings tab is checked. After enabling Ground, click the Apply

and Exit button and then re-launch the FSMS

Configuration Utility to configure G

round reports.

• The IPD and IDF reports will be enabled when

IPD is manually configured or after a download of the rate file if the account is a valid IPD or IDF account. If the account is manually configured, click the Apply and Exit button and then relaunch the FSMS Configuration Utility to configure

IPD and/or IDF reports.

• The TD reports, not shown, will be enabled only if the account is a TD qualified account. The TD flag that enables the TD reports downloads as part of the Express rate download.

Non-U.S. or CA origin, FedEx Express only

Non-U.S. or CA origin, all services enabled

• The IPD and IDF reports will be enabled when

IPD is manually configured or after a download of the rate file if the account is a valid IPD or IDF account. If the account is manually configured, click the Apply and Exit button and then re-launch the FSMS Configuration Utility to configure IPD and/or IDF reports.

Detailed information regarding the configuration options for each FSMS report is provided in the

Error! Reference source not found. section.

Note: IPD/IDF and TD are contract services provided for FedEx International shipping. Contact your FedEx account executive for more information.

FSMS Developer Guide version 8.4.6 35

Configuring FSMS

Selecting a Printer for FSMS Reports

1. Click on the + (plus) indicator next to the report type (Express, International, Ground, etc.) to expand the report list.

2. Highlight the report for which you want to select a printer.

4. Choose a pre-installed printer from the Name drop-down list.

Note: You must have pre-installed printer(s) to select for printing FSMS reports configured as part of your operating system before making any selection in the

Report Settings window. printer you chose is displayed in the Printer field.

36 FSMS Developer Guide version 8.4.6

Selecting a Reports Directory

1. Click on the + (plus) indicator next to the report type (Express, International, Ground, etc.) to expand the report list.

2. Highlight the report for which you want to select a directory. window is displayed:

4. Select the report folder and click Open. The Print window is displayed, showing the directory you chose in the Directory field.

Changing Paper Size and Number of Copies

If you choose a report (for example, International Commercial Invoice), and the Paper Size and/or Number of Copies field is displayed, you can change designations for these fields as follows:

Paper Size is allowed for International reports only. You may select either 8-1/2" x 11" or

A4 from the pull-down list.

Number of Copies is provided for select reports in the Reports list. This field is displayed by FSMS when a report is selected that allows a variable number of printed copies to be chosen. For example, if you select "Commercial Invoice" from the

International reports list, FSMS allows you to choose up to 9 copies of this document.

Saving Changes to the Printer Settings

all reports within the active meter. This does not copy any report information to any other meter. To copy report information to other meters, use the Copy To All Meters button. meters configured on your server. If you are configuring different printers for each meter (if you have more than one meter assigned for your shipping operation), you must repeat the install procedures.

FSMS Developer Guide version 8.4.6 37

Configuring FSMS

Label Settings

The Label Settings window is used to configure printers for printing laser and thermal shipping labels as well as for multi-ply air waybills, Dangerous Goods (DG) forms (for FedEx Express shipping), and Hazardous Materials (HazMat) forms (for FedEx Ground shipping). The Label

Settings window is divided into four tabs:

• Laser and Thermal Air Waybill Defaults

• Additional Laser and Thermal Copies

• Multi-ply Printer Defaults

• Freight Report Printer

The following Label Settings tab is displayed for non-CA origin:

38 FSMS Developer Guide version 8.4.6

The following Copy To All Meters section appears on the Label Settings tab for CA origin.

Note that Mask Sender Account Number for T/C and D/T is enabled. This applies to trans-

Canada and Transborder Distribution labels.

Laser and Thermal Air Waybill Defaults

To designate printers to print laser and/or thermal air waybills: click the printer icon next to the label type you want to configure or the folder icon to specify the directory to which thermal label buffers should be saved.

Note: To configure a laser and/or thermal printer in the Label Settings window, you must first install the printer in your operating system. in your operating system. If you want to select this printer as either your laser printer or thermal printer, click OK. To select another printer that has been installed on your operating system, click Properties in the Printer Selection window to display the list of printers from which you may choose.

3. When you click OK, the printer you selected is displayed in either the Laser Printer

ID or Thermal Printer ID fields (depending on the printer type you chose to configure).

4. If you select a thermal printer in the Thermal Printer ID field, you must also select the Thermal Type and Label Stock. To choose entries in these fields, select the pull-down list for each field and highlight the appropriate choice.

FSMS Developer Guide version 8.4.6 39

Configuring FSMS

Additional Laser and Thermal Copies

5. In this section of the Label Settings tab, select the number of labels to be printed for

FedEx International services.

Note: The IPD/IDF/IED items are not displayed unless one of the Distribution services is enabled in the IPD/IDF/IED tab.

6. If you ship internationally, select the number of labels to be printed for Shipper,

Customs, and Manifest. You can select to print up to 3 copies from each list.

Note: IPD (FedEx International Priority DirectDistribution

®

) is a contract service offered by FedEx to customers with specific FedEx International shipping requirements.

For more information regarding IPD, contact your FedEx customer service representative.

Multi-Ply Printer Defaults

feed printer for these forms by clicking the Printer icon and selecting the printer type from the Printer Selection window.

If you choose to print multi-ply air waybills, you must select the form type associated with this label stock.

Valid form types are: o

306: Form 306 is an International air waybill with a preprinted tracking number. o

307: Form 307 is an International air waybill without a preprinted tracking number. o

362: Form 362 is a French-language International air waybill without a preprinted tracking number.

40 FSMS Developer Guide version 8.4.6

Freight Report Printer ID

8. You can set a Freight Report Printer ID in the Label Settings tab by clicking the

Printer icon and selecting the printer type from the Printer Selection window. When you create and print a Bill of Lading (BOL) for FedEx Freight, the BOL will print on your selected printer.

Note: Dangerous Goods and Hazardous Materials reports are configured under the

Reports Settings tab. More information regarding the configuration of FSMS reports are provided in the "Report Settings" section earlier in this chapter.

If printing the FedEx Ground Hazardous Materials form OP-900, use the

Windows Generic/Text only printer driver and not the Lexmark printer driver. This will allow the custom form OP-900, defined in the Windows Print Server, to be used.

9. After you have selected printers for the labels included as part of the Label Settings window, you may make the following configuration choices before you save the information on this window: o

Mask Account Number: To prevent your shipper account number from printing on your shipping labels, click the Mask Account Number checkbox. o

Do Not Ship Labels: Checking the Do Not Ship Labels checkbox causes labels with the text "Do Not Ship" to print in the event that a shipping transaction fails.

This feature is best used for batch processing so label printing is not interrupted if a shipment transaction fails. This feature is not available for single package labels, but can be configured if you process multiple-package shipments. o

Copy To All Meters: To copy the printer selections you entered to all meters configured on your server, click the Copy To All Meters button. An action box is displayed which asks: "Do you want to copy all of the label settings for this

meter to all meters?" Click Yes to copy your input to all configured meters.

Click No to dismiss the action box.

10. To save your changes to the Label Settings tab, click Apply or Apply & Exit.

FSMS Developer Guide version 8.4.6 41

Configuring FSMS

Doc-Tab Settings

Complete the Doc-Tab settings to print labels with custom doc-tabs.

42 FSMS Developer Guide version 8.4.6

System Settings

The System Settings window is used to set important system level parameters. These settings are global and apply to all meters on the server. The following is a sample System Settings window:

FSMS Developer Guide version 8.4.6 43

Configuring FSMS

All fields on the System Settings window are password protected and can only be accessed by your FedEx Representative. Although you cannot make changes to this window, provided below is a description of each field to help you understand how your system is configured:

Field Name

Reconcile Time

Description

The time your server communicates with the FedEx mainframe systems to download any new components (rates, URSA, etc.).

The Reconcile Time defaults to 0300.

Recommendation: Configure the reconcile time to a time when no server activity is occurring.

Enable Password Configuration Click this check box to enable the Enter Password and Confirm

Password field. Enter the same password in both fields to set an administrative password for User level access tabs. Using this password

CTS Port Number

Web Services Port Number

Origin Phone Number

Use Dynamic Surcharging

Extend 90 Day limit - Ground

Receive Rates

Database

Ship History

The port used to send standard FedEx transactions to FSMS.

The port used to send Web Services transactions to FSMS.

Your system modem number.

Check this box to use the Dynamic Surcharging feature. See the

"Rating, Routing, Time-In-Transit—Dynamic Surcharging" section in

Chapter Two: FSMS Transaction Coding in this Developer Guide for details on Dynamic Surcharging.

Note: When switching between standard and dynamic surcharging, the Open Ship service must be stopped and then restarted for the change to take effect.

Click this check box to allow FedEx Ground future day shipping transactions to be processed more than 90 days in advance.

Checking this will enable the download of non-U.S., CA, or PR origin discount rates. This checkbox is a system level setting and will only be visible and active for FedEx International (non-U.S. or CA)

Master meters.

Specify the Backup Time in 24-hour format (0100 equals 1 p.m.), and specify up to 2 backup directories.

Retention Interval is the length of time your Express shipping history information is stored by FSMS. Up to 90 days may be selected.

Purge Time is the time at which the Ship History files are purged after the retention interval has elapsed.

Export Time is the time at which Ship History files are exported after the retention interval has elapsed.

Specify the export file names for Domestic Express, International

Express, International MPS Express, Ground, Freight, and

SmartPost.

If you need to make changes to any of these settings, contact your FedEx Customer Support

Representative.

44 FSMS Developer Guide version 8.4.6

IPD / IED / IDF Settings

IPD (FedEx International Priority DirectDistribution

®

DirectDistribution

®

), IDF (FedEx International Priority

Freight) and IED (FedEx International Economy DirectDistribution

SM

Service) are contract services offered by FedEx to customers with specific FedEx International shipping requirements. For more information regarding IPD/IDF/IED, see the IPD/IDF/IED section of this guide..

FSMS Developer Guide version 8.4.6 45

Configuring FSMS

Tracking Numbers Settings

The Tracking Numbers window provides information for FedEx Express and FedEx Ground tracking number management. No entries are required in this window. This tab is also password protected and can only be accessed by your FedEx Customer Support Representative.

FedEx Express tracking numbers require a Demand Download to acquire the initial range.

Future tracking numbers are staged and automatically downloaded after half of the current range has been used. After the current tracking number range has been used, the future range is displayed in the Express Future Tracking Numbers area.

FedEx Express tracking numbers are also downloaded during a meter registration process if you use the Meter Registration Utility. Express tracking numbers are stored in the FSMS database.

When the FedEx Ground tracking number range is depleted, the range automatically rolls over and begins again at 7010001. No action is needed to download FedEx Ground tracking numbers. The complete FedEx Ground tracking number is composed of three parts: the customer's 7-digit FedEx Ground account number, the 7-digit 'tracking number' visible in the

Tracking Numbers tab above, and a check digit. This complete 15-digit number is the tracking number used to track FedEx Ground packages.

The SmartPost Delivery Confirmation Number section is only enabled if you are enrolled in the

FedEx SmartPost program.

46 FSMS Developer Guide version 8.4.6

Meter Settings

The Meter Settings window is used to set special options for FedEx Express, FedEx

International, and FedEx Ground shipping. This window is password protected and can only be accessed by a FedEx Customer Support Representative.

The following Meter Settings window is for U.S. origin:

You cannot make changes to the Meter Settings tab without the assistance of FedEx Customer

Support. The following tables describe each field to help you understand how your system is configured.

Express Options

Field Name

List Rates

4 Digit Cycle Number

Description

If List Rates is checked, List Rates are available for the meter(s) on your server. U.S. origins only.

Select to display the current invoicing cycle count. This number is incremented after each Close and is transmitted to the FedEx revenue systems after the Close process is complete.

FSMS Developer Guide version 8.4.6 47

Configuring FSMS

Field Name

No Upload/No Ship (NUNS)

Non Rated

Intl Rating

Canada Label Customs Value

Suppression

Third Party Consignee

Late Drop Off Time

Code Page

Description

If this option is checked, the system will not allow shipping to continue if revenue files have not been uploaded for 72 hours. For more information regarding NUNS, see Revenue Management in the

FSMS Developer’s Guide.

If Non Rated is selected, FSMS will not download Express rates.

This box must be checked to receive discounted rate quotes for non-

U.S. or CA origins.

This option, if selected, prevents the customs value for a Canadaorigin FedEx International shipment from printing on the shipping label.

Note: For CA origins, this field will be displayed as Label Customs

Value Suppression to US.

When this option is selected, the Commercial Invoice for international shipments will not be attached to the shipment upon delivery.

If your shipping site has an extended shipping day agreement with

FedEx (for example: you have a late drop-off time of 1:00 AM), you may set this parameter to have your shipping labels display the extended day date instead of rolling to the next shipping day.

Selecting Use Microsoft Extended Characters Page allows you to enter extended characters in the shipping transaction, specifically to support International language requirements.

Ground Options

Field Name

Ground Enabled

List Rates

Account

HazMat

E.C.O.D.

Label Multi Pack Piece Count

SCNC

Description

If this box is checked, you are configured for FedEx Ground and

FedEx Home Delivery

®

shipping.

If this box is checked, list rates are available to the meter(s) on your server.

Your seven-digit FedEx Ground account number is not displayed in the User Level—View.

If you have contracted to ship Hazardous Materials using FedEx

Ground, this box must be checked to process these shipments on

FSMS.

If you have contracted to ship Electronic Collect On Delivery

(E.C.O.D.) using FedEx Ground, this box must be checked to process these shipments on FSMS.

Selecting this option causes the package count to appear on FedEx

Ground MPS labels in the 1/X, 2/X, and etc. format. The Label Multi

Pack Piece Count option is explained in detail in Chapter Three:

Shipping Labels of this Developer guide.

This pull-down list provides the Serial Container Numeric Code

(SCNC) formats for FedEx Ground Labels. The SCNC option is explained in detail in Chapter Three: Shipping Labels of this

Developer guide.

48 FSMS Developer Guide version 8.4.6

SmartPost Options

The SmartPost Options section of the Meter Settings window can only be modified by FedEx personnel. SmartPost is a contract service for shippers of high volume, low weight, and less time sensitive packages using the U.S. Postal Service for final delivery. See the SmartPost section in this guide for more information about SmartPost services.

Software ID Data Capture

The Software ID Data Capture button of the Meter Settings tab displays the Software ID Data

Capture dialog box containing further identification information for client software that is associated with your FSMS installation.

The following fields are included in this section of the Software ID Data Capture dialog box:

Field Name

Client Name

Client Version

Middleware Name

Middleware Version

Description

This field is provided for the entry of a CSP interface or for customers who use FedEx Ship Manager Enterprise

®

with the FSMS server application.

The software version associated with the Client Name is entered in this field.

If you use a middleware application with the FSMS server, the middleware identification is enter in this field.

The software version associated with the Middleware Name is entered in this field.

FSMS Developer Guide version 8.4.6 49

Configuring FSMS

Handling Charges Configuration

If your shipping operation charges handling fees in additional to shipping/insurance charges,

FSMS allows you to add these handling fees to your total shipment charge. The handling charges can be configured using the following utility or can be included in the shipping. See the

FSMS Transaction Coding Reference guide for transaction coding requirements if assessing handling charges in the transaction. These fees can also be printed on the Doc-Tab portion of the 4x6 shipping label.

To display the Handling Charges Dialog window, click the Handling Charges button on the

FSMS Configuration Utility Meter Settings screen:

The Handling Charges Dialog window provides options for both Express and Ground shipping.

Select the appropriate service from the Service Type list. To configure a handling charge for both shipping types, you must make the changes separately for both Service Types.

50 FSMS Developer Guide version 8.4.6

Handling Charge Calculation

The fields required to designate a handling charge calculation are defined as follows:

Field Name

Fixed Amount

Percent of Freight

Charge

Percent of Net

Charge

Percent of Net

Charge—Taxes

Description

Click this selection to add a predetermined handling charge to each package/shipment. For example, select Fixed Amount if you charge $5USD handling for all packages regardless of the package value or shipping charge.

Click this selection if you want FSMS to calculate a fixed percentage of the list rate (undiscounted) shipping charge to be applied as a handling fee. For example, if you select this option, you may enter 3.00 (%) to be calculated from the shipping charge for the package to be assessed as the handling charge for the shipment.

Click this selection if you want FSMS to calculate a fixed percentage of the net freight charges (including discounts) to be applied as a handling fee. For example, if you select this option, you may enter 3.00 (%) to be calculated from the discounted shipping charges for the package to be assessed as the handling charge for the shipment.

This feature is available for Canadian customers shipping intra-Canada packages only. If you choose this option, you may include Canadian taxes as part of the net charge used to calculate a handling charge. For example, your shipment price is

$100CAN and Canadian taxes are $5CAN. If you configure 5.00 (%) for your handling fee, the actual handling fee accessed the shipment is $5.25CAN.

Handling Charge Level

In addition to providing the ability to add handling charges via a transaction, FSMS also provides the ability to set up handling charges within the configuration. Any handling charge provided via a transaction will override the configured handling charges. The Handling Charge

Level section of the Variable Handling window allows you to select whether you want the handling charge calculated on the package level or on the shipment level.

If you select Package and configure a $5USD handling charge, $5USD will be applied to each package in a multiple-package shipment. Therefore, if you have 10 packages in a single multiple-package shipment, the total handling charge is $50USD. If you select Shipment and configure a $5USD handling charge, the $5USD handling charge is applied to the entire shipment. Therefore, if you have 10 packages in a single multiple-package shipment, the total handling charge, in this scenario, is $5USD.

Handling Charge Amount

The Handling Charge Amount field allows you to enter either the actual dollar amount (if you selected Fixed Amount in the Handling Charge Calculation section) or the percent amount if you choose any Percent option as a Handling Charge Calculation. Field entry requirements are as follows:

• Dollar amounts are entered in the Handling Charge Amount field as XXXXX.XX. For example, a handling charge of five dollars is entered as 5.00.

• Percent amounts are entered in the Handling Charge Amount field as XXXXX.XX. For example, a handling charge of ten percent is entered as 10.00.

FSMS Developer Guide version 8.4.6 51

Configuring FSMS

Managing Your Handling Charge Entries

The Variable Handling window allows you to enter handling charges for both FedEx Express and FedEx Ground shipments for each meter number configured on your server. If you have a

Master meter and three Child meters, you may make up to four Express and four Ground

Handling Charge configuration settings by selecting the meter you want to configure from the

Master Meter pull-down list at the top of the Variable Handling window. If you configure the

Master meter and want to save that configuration for all meters on your server, click the Copy

to All Meters button at the bottom of the Variable Handling window.

To save your entries, click OK. The Variable Handling window is dismissed. If you want to exit this window without saving your configuration entries, click Cancel.

Configuring Meter Settings Using the 070 Meter Query Request

The 070 Meter Query Request transaction allows configuration changes to FSMS Meter settings using a transaction. This feature reduces the need to access the FSMS Configuration Utility directly and allows the ability to make changes remotely. The following service details apply:

• The new configuration transaction does not allow adding or deleting a meter.

• Each meter must send a separate 070 transaction for configuration. For example, if you have one Parent/Master meter and three Child meters, then four separate 070 transactions must be entered to make configuration changes for all meters.

• The following fields from the FSMS Configuration Utility can be configured using the 070 transaction: o

All fields on the Doc-Tab screen o

Express DG Printer ID o

Express DG Printer Form Type o

Ground Hazmat Printer ID o

Express/Ground Commercial Invoice o

Ground Hazardous Materials Certification o

Client o

Client o

Middleware o

Middleware o

Time o

Late o

Sender E-mail ID o

Variable Handling Fields

For more information regarding Remote Configuration using the 070 transaction set, see the

FSMS Transaction Coding Reference guide.

52 FSMS Developer Guide version 8.4.6

Advanced Settings

The Advanced Settings window is used to set communications and revenue parameters. This window is password protected and its fields can only be adjusted by a FedEx Customer Support

Representative.

You cannot make changes to the Advance Settings tab without the assistance of FedEx customer support.

FSMS Developer Guide version 8.4.6 53

Configuring FSMS

The following table describes each field to help you understand how your system is configured.

Field Name

Force Close Active

Express Hourly Upload Interval

Hourly Upload Retention Period

Communication Check Interval

Comm Logging Retention Period

Ground Hourly Upload Retention

Period

Tracking File Retention Period

GCIU Retention Period

Description

Checking this box will force each configured meter to close at the time entered on the Shipper Settings tab. See the "Shipper

Settings" section previously in this chapter.

Note: This setting is system level, which means that each meter configured on your server will undergo a Force Close at the time specified for each meter on the Shipper Settings tab.

This field is used to set the frequency of the hourly upload of

Express package data to the FedEx backend systems and can be set from 30-120 minutes. This applies to both FedEx Express and Ground HU files.

Number of days the Express Hourly Upload data is retained.

Can be set from 7-14 days.

Can be set from 24-72 hours.

Number of days the communication log is retained.

Number of days the Ground Hourly Upload is retained. Can be set from 7-14 days.

Number of days to retain the tracking results.

Number of days the Ground Commercial Invoice Upload (GCIU) data is retained.

54 FSMS Developer Guide version 8.4.6

Setting Up Printers

You can use FedEx Ship Manager

®

Server (FSMS) to set up printers for both label and report printing. Use one of the following three following methods:

• Local Printer

• Local TCP-IP Printer

• Windows-based Print Share Network

FSMS supports the following thermal printers:

• Any ZPL supported Zebra printer

FSMS supports the following dot matrix printers:

Adding a Local Printer

Complete the following steps to add a local printer:

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Setting Up Printers

The Printers window is displayed.

56 FSMS Developer Guide version 8.4.6

The Local or Network Printer window is displayed.

Setting Up Printers this check box is checked, click it again to clear it.)

FSMS Developer Guide version 8.4.6 57

Setting Up Printers

The Select the Printer Port window is displayed.

Most systems have several types of ports for printer communications. This example uses LPT1, which is a parallel port.

58 FSMS Developer Guide version 8.4.6

The printer model window is displayed.

Setting Up Printers

Use this window to select the Manufacturer and Model of the printer you are installing.

The Zebra label printers are not listed as a default option.

10. To install drivers for Zebra printers, click Have Disk.

11. Click Browse.

12. Navigate to C:\W2K Drivers\Printer\Zebra\2348 and click Open.

FSMS Developer Guide version 8.4.6 59

Setting Up Printers

This window should now show the path to the 2348 folder.

13. Click OK.

This window shows a list of printers the supported by the driver.

60

14. Click Eltron LP2348.

15. Click Next.

Note: If the printer you are installing has already been installed on your server, and you are attempting to reinstall the printer, a window is displayed asking if you want to use the new driver or retain the existing driver. Always click Use New Driver.

This entry ensures that you are loading the most recent driver provided by

FSMS.

FSMS Developer Guide version 8.4.6

The Name Your Printer window is displayed.

Setting Up Printers

16. Enter a name and click Next.

The Printer Sharing window is displayed.

17. The printer must be shared to print via FSMS. To share the printer, click Share As.

Then type a name or accept the default name.

18. Click Next.

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Setting Up Printers

The Location and Comment window allows the printer to be identified with a location.

19. Enter a location and comment, or leave the fields blank.

20. Click Next.

The Print Test Page window is displayed.

62

21. Click No. Printing a test page is not necessary and, in the case of some label printers, may not work.

22. Click Next.

FSMS Developer Guide version 8.4.6

Setting Up Printers

The Completing the Add Printer Wizard window is displayed, summarizing the information you added during printer installation.

23. If you want to make changes to this configuration, click Back. To complete the printer installation, click Finish.

You can continue to add local printers using the steps described above. After you have installed printers for all of your shipping applications (labels, reports, and invoices, for example), you are ready to start coding your shipping transactions.

FSMS Developer Guide version 8.4.6 63

Setting Up Printers

Adding a Local TCP/IP Printer

To add a local printer with TCP/IP port:

1. Perform steps 1-6 as described in the previous section.

The Select the Printer Port window is displayed.

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Setting Up Printers

The Add Standard TCP/IP Printer Port Wizard start-up window is displayed.

5. Confirm that the printer is turned on and you are connected to a configured network.

To continue, click Next.

The Add Port window is displayed. adding. queue name for the port your printer is connected to on the TCP/IP Print Server.

FSMS Developer Guide version 8.4.6 65

Setting Up Printers

The Additional Port Information Required window is displayed.

9. Select the port type from the Device Port pull-down list. This example uses Port 1

(Parallel) as the sample port type.

10. Click Next.

The Completing the Add Standard TCP/IP Printer Port Wizard window is displayed, summarizing the information you added during printer installation.

66

11. If you want to make changes to this configuration, click Back. To accept the port installation as displayed in this window, click Finish.

FSMS Developer Guide version 8.4.6

The Add Printer Wizard window is displayed.

Setting Up Printers

12. Click Have Disk.

The Install From Disk window is displayed.

13. Click Browse.

FSMS Developer Guide version 8.4.6 67

Setting Up Printers

The Locate File window is displayed.

14. Navigate to the folder where the printer drivers are stored, such as C:/W2K

Drivers/Printer/Zebra/2348Plus.

15. Click Open.

The Install From Disk screen is displayed showing the path where the drivers are located.

16. Click OK.

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Setting Up Printers

The Add Printer Wizard window shows the manufacturers and printers information.

17. In the Manufacturers pane, select the manufacturer of the printer.

18. In the Printers pane, select the printer model.

19. Click Next.

The Add Printer Wizard window displays Name Your Printer information.

20. If the default value in the Printer name box is not the name of the printer you want to use, click in the box and change the printer name.

21. To set this printer as your default printer, click Yes. Otherwise accept the default value of No and continue to the next step.

FSMS Developer Guide version 8.4.6 69

Setting Up Printers

22. Click Next.

The Add Printer Wizard window displays the Printer Sharing information.

23. Click Share as.

24. Accept the default value or enter a new printer name in the Share as field.

Note: This name becomes part of the UNC name. The UNC name consists of the computer name or computer IP address and the printer share name

(\\computer\zebra234 or \\192.168.0.5\zebra234). If you use more than 12 characters, or you use spaces, in the name, the following message window is displayed:

25. If this message window displays, click Yes. Otherwise click Next.

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Setting Up Printers

The Location and Comment window allows the printer to be identified with a location.

26. Enter a location or comment, or leave the boxes blank.

27. Click Next.

The Add Printer Wizard window displays Print Test Page information.

28. Click No. Printing a test page is not necessary and, in the case of some label printers, may not work.

29. Click Next.

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Setting Up Printers

The Completing the Add Printer Wizard window is displayed, summarizing the information you added during printer installation.

30. To make changes to the configuration, click Back. To accept the settings, click

Finish.

If the driver is not found, the Files Needed window is displayed.

31. Click Browse to navigate to the WinNT folder for the driver file.

72 FSMS Developer Guide version 8.4.6

The Locate File window is displayed.

Setting Up Printers

32. Open the WinNT folder. Click the appropriate driver.

33. Click Open.

The Files Needed window shows the new path.

34. Click OK.

The Printers window shows the printer you just added, with a hand under the printer indicating that it is shared.

35. Close the Printers window.

FSMS Developer Guide version 8.4.6 73

Setting Up Printers

Windows 2000 Additional Configuration Needed

If you are running Windows 2000 as your operating system, you must switch the TCP/IP port to

LPR after the printer is added. Complete the following steps to perform this action:

The Printers window is displayed.

2. Right-click the printer icon of the TCP/IP printer you installed and click Properties.

The Printer Properties window is displayed.

74 FSMS Developer Guide version 8.4.6

The Ports tab is displayed, highlighting the printer you selected.

Setting Up Printers

The Configure Standard TCP/IP Port Monitor window shows the Port Settings information.

FSMS Developer Guide version 8.4.6 75

Setting Up Printers are returned to the Printer Properties tab.

Adding a Windows Network Printer

Complete the following steps to add a network printer:

1. Complete steps 1-3 in the Adding a Local Printer section.

The Local or Network Printer screen is displayed.

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Setting Up Printers

The Locate Your Printer information is displayed in the Add Printer Wizard window. to which the printer is connected formatted as follows:

\\xxx.xxx.xxx.xxx\printer share name

The Completing the Add Printer Wizard window is displayed, summarizing the information you added during printer installation.

FSMS Developer Guide version 8.4.6 77

Setting Up Printers

Printing to a Windows-Based Print Share Network

If your label printer is connected to a Windows-based PC, you can print a label to the printer without adding the printer driver to your FSMS server. To do this, you must add a field to your

FSMS transactions.

Complete the following steps to use a Windows-based print share network:

1. Connect the label printer to the Windows-based system.

2. Configure the printer using the standard Windows steps for printer configuration.

3. Share the printer.

4. If your server is running Windows 2000, 2003, or XP, you will need to add the

FEDEXUSER account to this system. The password must be the same as it is on the

FSMS Server.

5. Add the FEDEXUSER rights to this printer as described in the following section,

Adding a FEDEXUSER Account to a Printer.

6. In the 020 Global Ship Request transaction, code either field 544 (Laser) or field 537

(Thermal) as follows:

544,"\\x.x.x.x\label3"

or

537,"\\x.x.x.x\label3"

Notes: x.x.x.x

is the IP address of the Windows-based system and label3

is the share name for this printer. Adding this field allows the labels to be sent over the network and printed on the printer.

Each operating system (OS) has a slightly different method of adding a printer. If your server is running Windows 2000, follow the instructions in the FSMS supports the following thermal printers:

• Any ZPL supported Zebra printer

FSMS supports the following dot matrix printers:

Adding a Local Printer section.

After the printer is configured, complete the steps in the next section to add the FEDEXUSER account and to allow the FEDEXUSER print rights.

78 FSMS Developer Guide version 8.4.6

Setting Up Printers

Adding a FEDEXUSER Account to a Printer

Complete the following steps to add the FEDEXUSER account and give the account print rights:

The Printers window is displayed.

2. Right click on the printer to be configured and click Properties.

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Setting Up Printers

The Select Users or Groups window is displayed.

4. Select FEDEXUSER from the Name section of the window. Click Add to save your selection. FEDEXUSER is displayed in the bottom portion of the window. Click OK to save your selection.

80 FSMS Developer Guide version 8.4.6

Setting Up Printers

6. Notice that the FEDEXUSER account has been added to the Name list. In the

Permissions panel, make sure that the Allow check box is checked for Print. Click

OK to exit the Properties window. You are now ready to print labels to this network printer.

Note: There may be some differences in the steps required to set permissions for network printers depending on your operating system. The steps included above are for Windows

2000. If you have any questions regarding any printer functionality for your operating system, consult the Windows Help option.

Windows Print Manager Driver Support

FSMS supports Windows Print Manager and Windows drivers. For clear label output, it may be necessary to adjust printer settings to get the appropriate attributes. You can include field 2990

(Printer DPI Setting) in an 020 Global Ship Request to pass the dots-per-inch setting of the printer used to print labels. Although field 2990 accepts any value, anything lower than 203 or higher than 999 defaults to 200.

The following table lists the recommended values for field 2990 per printer type:

Printer Type

Eltron Zebra

Typical Laser Printer

Unimark

Recommended DPI

203

200

200

Note: Using this feature is not recommended with any serial printer. The label throughput speed will be below reasonable expectations. It is recommended to use this feature with high speed interfaces or printers connected via USB, Parallel, or Network interfaces

(with appropriate bandwidth).

Printer Troubleshooting

If you experience problems with print quality, see Print Quality Troubleshooting in the FSMS

Developer’s Guide.

FSMS Developer Guide version 8.4.6 81

Index

adding a local printer, 55 adding a local TCP/IP printer, 64 adding a Windows network printer, 76

Bill of Lading (BOL), 41 configuration, 20 doc-tab settings, 42

IPD/IED/IDF settings, 45 label settings, 38 meter settings, 47 meters handling charges, 50 remote, 30 add IP address, 30 connect to IP address, 32 delete IP address, 31 edit IP address, 31 report settings, 33 directory, 37 printer, 36 size and copies, 37 shipper settings, 24, 53 child meters, 25 delete child meters, 27 master meters, 26 meters, 24 new meters, 28 start utility, 21 system settings, 43 tracking numbers settings, 46 configuring FSMS, 20 doc-tab settings, 42

IPD/IED/IDF settings, 45 label settings, 38 meter settings, 47 remote, 30 add IP address, 30 connect to IP address, 32 delete IP address, 31 edit IP address, 31 report settings, 33 shipper settings, 24, 53 child meters, 25 delete child meter, 27 master meters, 26 meters, 24 new meter, 28 start utility, 21 system settings, 43 tracking numbers settings, 46

FSMS Developer Guide version 8.4.6 connection requirements, 4 contents, iii

Dangerous Goods (DG) label settings, 38

Demand Download Utility, 46 directory reports, 37 doc-tabs settings, 42 document introduction, 1 organization, 1

Dynamic Surcharging, 44

ECOD, Ground meter settings, 48 folder reports, 37

Force Close

Advanced Settings, 54

freight report printer ID, 41

FSMS configuration, 20 installation procedure, 9 installing, 2 introduction, 1 preinstallation checklist, 5, 8 printers, 55 add local, 55 add local TCP/IP, 64 add Windows network, 76 share network, 78 troubleshooting, 81

Windows 2000 configuration, 74

Windows drivers, 81 reports directory, 37 printer, 36 size and copies, 37 start configuration utility, 21 system requirements, 2 minimum, 2 recommended, 2 servers, 3 uninstall, 19

Handling Charge

Amount, 51 managing entries, 52 handling charges calculation, 51

82

Index level, 51 hardware printers, 55 add local, 55 add local TCP/IP, 64 add Windows network, 76 troubleshooting, 81

Windows 2000 configuration, 74

Windows drivers, 81

Windows-base share network, 78 recommended servers, 3

Hazardous Materials (HazMat) label settings, 38 meter settings, 48

ID data capture, 49 installation procedure, 9 installing FSMS, 2 network connection requirements, 4 preinstallation checklist, 5, 8 procedure, 9 supported printers dot matrix, 3 thermal, 3 system requirements, 2 minimum, 2 recommended, 2 servers, 3 uninstall, 19 installing printer support, 55 introduction, 1 document organization, 1

IPD/IED/IDF settings, 45 labels

Label Settings

additional laser and thermal copies, 40 laser/thermal air waybill defaults, 39

multi-ply printer defaults, 40 settings, 38 laser/thermal air waybill defaults, 39 meter

Meter Settings

Handling Charge Amount, 51 managing Handling Charge entries, 52 meters, 24 child, 25 configure new, 28 delete child, 27 master, 26 settings, 47

Express options, 47

Ground options, 48 handling charge calculation, 51

Handling Charge Level, 51 handling charges, 50

ID data capture, 49

SmartPost, 49

multi-ply printer defaults, 40 network requirements, 4

No Upload/No Ship (NUNS), 48 organization, document, 1 preinstallation checklist, 5, 8 printer report settings, 36 save, 37 size and copies, 37 printers, 55 add local, 55 add local TCP/IP, 64 add Windows network, 76 dot matrix, 3 share network, 78 thermal, 3 troubleshooting, 81

Windows 2000 configuration, 74

Windows drivers, 81 printing to Windows-based share network, 78 remote configuration, 30 add IP address, 30 connect to IP address, 32 delete IP address, 31 edit IP address, 31 remove software, 19 reports settings, 33 directory, 37 printer, 36 size and copies, 37

Reports

freight printer ID, 41 setting up printers, 55 settings, 20 doc-tab, 42

IPD/IED/IDF, 45 label, 38 meter, 47

Express options, 47

Ground options, 48 handling charges, 50

ID data capture, 49

SmartPost, 49 remote configuration, 30 add IP address, 30 connect to IP address, 32 delete IP address, 31 edit IP address, 31 report, 33 directory, 37 printer, 36 size and copies, 37 shipper, 24, 53

FSMS Developer Guide version 8.4.6 83

Index child meters, 25 delete child meter, 27 master meters, 26 meters, 24 new meter, 28 system, 43 tracking numbers, 46 shipper settings, 24, 53 child meters, 25 delete child meter, 27 master meters, 26 meters, 24 new meter, 28

SmartPost, 46 meter settings, 49 software configuration, 20 install, 2 installation procedure, 9 preinstallation checklist, 5, 8 start configuration utility, 21 supported printers dot matrix, 3 thermal, 3 system requirements, 2 minimum, 2 recommended, 2 uninstall, 19 software ID data capture, 49 supported printers dot matrix, 3 thermal, 3 system requirements, 2 minimum, 2 recommended, 2 servers, 3 system settings, 43

System Settings

Dynamic Surcharging, 44 field descriptions, 44 table of contents, iii tables contents, iii thermal/laser and thermal air waybill defaults, 39 tracking numbers settings, 46 uninstall procedure, 19 utilities configuration, 20 child meters, 25 delete child meter, 27 doc-tab settings, 42

IPD/IED/IDF settings, 45 label settings, 38 master meters, 26 meter settings, 47 meters, 24 new meter, 28 remote, 30 report settings, 33 shipper settings, 24, 53 starting, 21 system settings, 43 tracking numbers settings, 46

Windows print manager driver support, 81

84 FSMS Developer Guide version 8.4.6

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