quadient IS-280 Operator's Manual

Operator Manual
Mailing Systems
IS-280
| Page 1 | TOC | |
Table of Contents
1
2
Read this First
What you will Find in this Manual ......................................................................3
1.2
Safety Requirements .........................................................................................5
Meet Your Mailing System
2.1
3
5
6
9
System Layout .................................................................................................11
2.2
Control Panel Features ....................................................................................13
2.3
Connections .....................................................................................................17
2.4
Power Management .........................................................................................19
Processing Mail
3.1
4
1
1.1
21
How to choose a Meter Impression .................................................................23
3.2
Preparing and Starting your Job Run ..............................................................25
3.3
Processing Standard Mail ................................................................................29
3.4
Date Correction Mode .....................................................................................37
3.5
Printing a Manifest [Statement of Mailing] .......................................................39
3.6
Printing “Received”on Incoming Mail ...............................................................41
3.7
Settings Details ................................................................................................43
3.8
Advanced Operations ......................................................................................53
Postage Funds management
55
4.1
Overview ..........................................................................................................57
4.2
Managing Your Postage Funds ........................................................................58
Managing Accounts and Assigning Rights
61
5.1
Overview ..........................................................................................................63
5.2
Activating Access Control and PIN Codes .......................................................64
5.3
Account Modes ' ..............................................................................................65
5.4
Guidelines for Setting up an Account ..............................................................66
5.5
Selecting an Account Mode .............................................................................70
5.6
Managing Accounts .........................................................................................71
Reports
75
6.1
Report Overview ..............................................................................................77
6.2
Generating a Report ........................................................................................80
6.3
Mail Processing Data .......................................................................................82
6.4
Postage Funds Data ........................................................................................83
6.5
Account Data ...................................................................................................85
| Page 2 | TOC | |
6.6
7
System Data ....................................................................................................88
myEquipment E-Services
89
7.1
Overview ..........................................................................................................91
7.2
Connecting to E-Services ................................................................................92
7.3
Uploading Statistics .........................................................................................97
7.4
E-Services available on your System ..............................................................98
8
PC Meter Link Application
101
8.1
PC Meter Link Application Overview .............................................................103
8.2
Add Funds ....................................................................................................105
8.3
Download Data ..............................................................................................106
8.4
Get Support ...................................................................................................107
8.5
Configure Alerts .............................................................................................108
8.6
Perform Diagnostics ......................................................................................109
9
Configuring your Mailing System
111
9.1
Settings Overview ..........................................................................................113
9.2
Logging In / Out as the Supervisor ................................................................114
9.3
Changing Languages ....................................................................................116
9.4
Display Settings .............................................................................................118
9.5
System Time-Outs and Settings ....................................................................120
9.6
Funds Warnings .............................................................................................123
9.7
PIN Codes .....................................................................................................124
9.8
Weighing Settings ..........................................................................................125
9.9
Default Impression Settings ...........................................................................132
9.10
Impression Memories ....................................................................................135
9.11
Connection Settings .......................................................................................138
9.12
Time and Date Management .........................................................................141
10
Options and Updates
143
10.1
Overview ......................................................................................................145
10.2
Using your Mailbox ......................................................................................146
10.3
Managing Options .......................................................................................148
10.4
Managing Slogans .......................................................................................150
10.5
Managing Postage Rates ............................................................................152
10.6
Updating System Software ..........................................................................154
11
Maintaining your Mailing System
157
11.1
Maintaining your Ink Cartridge .....................................................................159
11.2
Maintenance Processes ..............................................................................166
| Page 3 | TOC | |
12
Troubleshooting
169
12.1
Weighing Problems ......................................................................................171
12.2
Diagnostics and System Data .....................................................................173
13
Specifications
177
13.1
Mail Specifications .......................................................................................179
13.2
Technical Specifications ..............................................................................180
13.3
Weighing Plateform (optional) .....................................................................181
| Page 4 | TOC | |
| Page 1 | Read this First |
1 Read this First
This section contains important information about recommended safety precautions and
the best environmental conditions in which to operate your system.
1.1
What you will Find in this Manual ......................................3
1.2
Safety Requirements ...........................................................5
How to Disconnect your Mailing System .......................................................7
1
| Page 3 | |
1.1 What you will Find in this Manual
1
Section 1: Read this First
Read this First
Make sure your have read and fully understood the safety requirements
in this section. This section also includes a list of acronyms and symbols used
throughout this user guide to explain the features and functions of your mailing
system.
Section 2: Meet Your Mailing System
This section explains the features, functions and controls of your Mailing System. It also includes information on system connections and how to power
down your system.
Section 3: Processing Mail
Provides information on choosing a task, weighing your mail, selecting a
Postage Rate, sealing your mail, running batches of mail, etc.
Section 4: Postage Funds Management
Loading Postage Funds into your Mailing System.
Section 5: Managing Accounts and Assigning Rights
Changing Accounts as a User, setting up Accounts and Assigning access to
the Mailing System as the Supervisor.
Section 6: Reports
How to generate and print reports.
Section 7: myEquipment E-Services
Accessing E-Services and upgrading your Mailing System features.
Section 8: PC Meter Link
How to use your laptop or PC to activate / complete several system functions
remotely.
Section 9: Configuring your Mailing System
Reviewing and re-setting your system Settings.
Section 10: Options and Updates
How to update/upgrade your Mailing System.
Section 11: Maintaining your Mailing System
Managing your Ink Cartridge and maintaining other system components.
Section 12: Troubleshooting
What to do when a problem occurs.
3
| Page 4 | | |
Symbols
1
This manual uses the symbols listed below to highlight information that we feel is important
for you to know.
This symbol...
Indicates...
Read this First
WARNING : indicates a human safety hazard.
ATTENTION : brings to your attention a risk to your equipment or
your mail that could result from an action you may perform.
NOTE : notification that explains different scenarios or situations.
TIP : advice to help save you time when processing your mail.
SUPERVISOR : indicates that you have to Log In as supervisor
(using the supervisor PIN) to perform the procedure. Postage
functions of the mailing system are not accessible in this mode.
Glossary
This manual uses the acronyms listed below.
Acronym
Description
Ascending
Total Postage used
Descending
Postage amount available
ID
Identification
LAN
Local Area Network: link between computers
PC
Personal Computer
PIN
Personal Identification Number
Postage Meter
Postal Security Device (Postage meter)
WP
Weighing Platform (Optional)
4
| Page 5 | |
1.2 Safety Requirements
1
Power Connection
In addition to checking the power requirements, we also recommend that you:
• Use an outlet that is easily accessible.
• Do not route the power cord between pieces of furniture or over sharp edges.
• Avoid using outlets controlled by wall switches or shared by other equipment.
• Make sure there is no strain on the power supply cord.
YOUR SYSTEM MUST BE GROUNDED
• Only connect the power plug to an outlet provided with a
protective ground contact.
• To reduce the risk of fire, use only the power cord supplied.
• Do not use ground adaptors.
• Do not use this product on a wet floor or near water.
• In case of liquid spillage, disconnect the power cord from the
outlet and proceed with cleaning.
Compliance
Energy Star compliance
Office equipment is generally powered on 24 hours a day, so power management features
are important for saving energy and reducing air pollution.Your Mailing System is an Energy
Star® qualified Mailing System that automatically goes into a low-power 'Sleep' Mode after
a period of inactivity. Spending a large portion of time in low-power mode not only saves
energy but helps your equipment run cooler and last longer.
5
Read this First
Before powering up your Mailing System, please check to ensure the system meets your
local AC voltage requirements. For information on power specifications, please refer to the
plates at the back of each System component.
| Page 6 | | |
Environmental compliance
1
Read this First
Is Mailing Systems are eco-friendly designs that:
• last longer, run cooler and use up to 50% less energy,
• operate more efficiently, saving you time and money,
• protect the environment with innovative product and packaging designs.
In addition to minimizing our carbon footprint, Neopost Canada also recycles used Ink
Cartridges and system components as they reach their end of life. For more details on our
Eco-Partners Program please contact our Customer Care Centre or visit us at neopost.ca.
General Safety
• Before using your Mailing System, please read the operating instructions included.
• To reduce the risk of fire, electric shock and injury, follow standard safety precautions
for office equipment when using your Mailing System.
• To avoid damaging vital system components, only use Neopost/Canada Post approved
supplies (ink, tape, cleaners...).
• Follow the additional safety precautions below:
• Do not place lit candles, cigarettes, cigars, etc. on the Mailing System.
• When removing jammed material, avoid using excessive force to prevent personal
injury and damaging any system components.
• When lifting covers, wait for all parts to stop moving before placing your hands near
the Feeder Path or Print Head.
• To prevent overheating do not block the ventilation openings or try to stop the power
supply fans.
• Do not remove fastened covers as they protect users from potentially hazardous
parts that should only be accessed by a Neopost Service Representative.
Your Mailing System contains moving parts. Keep fingers, long
hair, jewellery, neck ties, and loose clothing away from the mail
path at all times.
6
| Page 7 | |
Disconnecting your Mailing System
1
How to Disconnect your Mailing System
1.
First switch your Mailing System to Sleep Mode (See How to Activate 'Sleep' or 'Awake'
Mode on page 19).
2.
Unplug the power cord from the wall outlet.
3.
Unplug the LAN cable and the telephone cord from the back of your system as
they may still be powered up.
Telephone and LAN Connections
To prevent damage to your components, do not confuse telephone
jacks that connect to the Modem with LAN connectors.
Network/PC LAN (8 wires)
To ensure the quality of your system connections, follow the recommended precautions
below:
• Avoid using your system during an electrical storm; as there may be a risk of electrical
shock from lightning.
• Do not install telephone jacks or LAN connectors in a wet location.
• Disconnect the telephone or LAN cable from the wall before moving your system.
To reduce the risk of fire, only connect the modem to the telephone
line using supplied cable (see Specifications on page 177 ).
7
Read this First
Only unplug the power cord when the Mailing System is in Sleep
Mode (Mode to avoid keeping the Ink Cartridge in a position where
the ink may dry out and become unusable).
| Page 9 | Meet Your Mailing System |
2 Meet Your Mailing
System
Get to know your Mailing System in this section.
2.1
System Layout ...................................................................11
2.2
Control Panel Features .....................................................13
2.3
Connections .......................................................................17
2.4
Power Management ...........................................................19
How to Activate 'Sleep' or 'Awake' Mode .....................................................19
9
| Page 11 | |
2.1 System Layout
System Components
2
Location to insert envelopes for printing.
Weighing Platform
Measures the weight of mail pieces.
Control Panel
Allows you to set up Job Runs and change system setting and features as needed.
Ink Cartridge Access
Panel
Allows you to access the Ink Cartridge.
11
Meet Your Mailing System
Mail Path
| Page 12 | | |
Inside Machine
2
Meet Your Mailing System
Ink Cartridge Access
Panel
Ink Cartridge
Provides access to the machine ink cartridge.
Provides the ink used to print an Impression on an envelope or label.
See also Changing the Ink Cartridge on page 164 .
Postal Security Device
(PSD)
12
Stores postage funds and tracks postage usage.
| Page 13 | |
2.2 Control Panel Features
Control Panel
2
Meet Your Mailing System
See control panel and screen layout on the flap of the manual cover.
13
| Page 14 | | |
Display Areas
2
Meet Your Mailing System
Active Accounts
Displays the Account that is currently selected.
Slogan
Indicates that a slogan will be printed.
Date
Displays the Date that will be printed.
Impression memory
Displays the selected Impression memory.
Mailbox
Indicates unread messages in your mailbox.
Postage Value
Indicates the amount of postage in dollars and cents that is
to be printed on the envelope.
Postal Rates and Services
Indicates the Postage Rate and the special postage Services
selected.
Weighing Mode
Current weighing method selected.
Weight
Current weight used to calculate the Postage Amount.
14
| Page 15 | |
Keys and Shortcuts
NAVIGATION KEYS
Goes back to the previous screen.
Home Screen
Returns the system to the Home Screen.
Menu
Accesses the Menu Settings.
OK
Validates a selection.
Navigation Arrows
Navigate up or down through lists or menus.
2
Meet Your Mailing System
Return
SHORTCUT KEYS
Rate Selection
Displays the Rate Selection Screen.
Weighing Mode
Opens the Weighing Mode Selection Menu (Standard
Weighing, Manual Weight Entry...)
Impression
Memories
Accesses preset Meter Impression and Account Memories.
Postage Funds
Accesses the Postage Funds Management Menus.
KEYPAD
Alphanumeric
Keys
Allows the entry of alpha or numeric values (Postage
Amounts, Weights, Accounts or other set up information).
Clear / Reset
Rate
Clears keypad.
START / STOP KEYS
Sleep/On/Soft
off Mode
Activates / Deactivates 'Sleep-mode'. The color of the light
indicates the system state (green = awake, amber (continuous) = sleep-mode, amber (blinking) = Soft off mode) (see
Power Management on page 19 ).
15
| Page 16 | | |
Keypad Use
The table below indicates the character combinations you can create by pressing the same
key several times in a row.
2
Meet Your Mailing System
Key
Alpha-Numeric
Modem Settings
1
1
1
2
2ABCabc
2ABC
3
3DEFdef
3D
4
4GHIghi
4
5
5JKLjkl
5
6
6MNOmno
6
7
7PQRpqr
7
8
8TUVtuv
8
9
9WXYZwxyz
9W
0
0
0
.
.,#/:@*?&!-+\
,#*+
C
'Clear' function
'Clear' function
16
| Page 17 | |
2.3 Connections
Connectors
Your Mailing System has Universal Serial Bus (USB) ports that allow you to connect various
USB devices, a Printer or a USB Memory Key.
2
Meet Your Mailing System
Power Connector
To AC mains adaptor.
USB Ports
To peripherals (see detail in next
table)
LAN Port
To LAN
WP Port
To Weighing Platform.
17
| Page 18 | | |
Right Side USB Connectors
2
Meet Your Mailing System
Flat
• To modem (optional)
• To memory device
• To printer
Square
• To USB PC Meter link
A LAN connection can only be completed if the LAN Cable is
connected to the System BEFORE the power chord is plugged IN.
18
| Page 19 | |
2.4 Power Management
Energy Star® Compliance
2
Your Mailing System is an Energy Star® qualified Mailing System that automatically goes
into a low-power Sleep Mode after a period of inactivity.
Spending a large portion of time in low-power mode not only saves energy but helps your
system run cooler and last longer.
To change the period of time after which the System activates Sleep
Mode, see How to Change Default Time-Out Settings on page 120.
How to Activate 'Sleep' or 'Awake' Mode
1.
Press
at the top right corner of the control panel.
- A short press of the button sets the system to 'Sleep' Mode.
- A long press of the button sets the system to 'Soft Off '.
- The light located next to the key indicates:
- Green : the Mailing System is Awake and ready for use.
- Amber (continuous) : the Mailing System is in Sleep Mode (Low-power mode).
- Amber (blinking) : the Mailing system is in Soft Off Mode (Very-low-power mode).
To avoid weighing errors, make sure there are no items on your
Weighing Platform before starting up the system.
19
Meet Your Mailing System
Office equipment is generally powered on 24 hours a day, so power management features
are important for saving energy and reducing air pollution.
| Page 20 | | |
2.
When switching to 'Soft Off' Mode, the following screen may appear:
2
Press [OK] to confirm. The call will be cancelled and the system will move into soft
OFF Mode).
Meet Your Mailing System
Turning the system to Sleep or Soft Off Mode ends your working
session: the system will then restart and activate your Default
Systems Settings.
20
| Page 21 | Processing Mail |
3 Processing Mail
This section describes how to set up a Job Run. Depending on the type of job you wish to
run, you can:
• Choose a Meter Impression.
• Select a Postage Rate.
• Select a Weighing Mode.
• Activate the Sealing Function and so on.
3.1
How to choose a Meter Impression .................................23
3.2
Preparing and Starting your Job Run ..............................25
How to Sort your Mail ..................................................................................25
How to Log in and Start a Job Run ..............................................................26
How to Change a Meter Impression ............................................................27
3.3
Processing Standard Mail .................................................29
How to Apply Postage (Settings) .................................................................29
How to Apply Postage (Running Mail) .........................................................32
How to Correct the Postage Value (Settings) ..............................................34
How to Correct Postage Value (Running Mail) .............................................36
3.4
Date Correction Mode .......................................................37
How to Correct the Date (Setting) ...............................................................37
How to Correct the Date (Running Mail) ......................................................38
3.5
Printing a Manifest [Statement of Mailing] ......................39
How to Set up a Manifest .............................................................................39
How to Print a Manifest (Statement of Mailing) ...........................................40
3.6
Printing “Received”on Incoming Mail ..............................41
How to Process Incoming Mail (Settings) ....................................................41
How to Process Received Mail (Running Mail) ............................................42
3.7
Settings Details ..................................................................43
How to Change Accounts ............................................................................43
How to Select a Rate ...................................................................................44
How to Change the Weighing Mode ............................................................47
How to Enter the Weight Manually ...............................................................48
How to Change the Date .............................................................................49
How to Add or Remove a Slogan ................................................................51
How to Use a Impression Memory ..............................................................52
3.8
Advanced Operations ........................................................53
21
| Page 22 | Processing Mail | |
How to Count Mail pieces by Weighing .......................................................53
22
| Page 23 | |
3.1 How to choose a Meter
Impression
Customizing Your Impression
You can choose from a variety of Impression types to complete your Job Runs as needed.
You can select a Standard Impression to print postage, a “Received” Impression to print
the date on Incoming Mail, or to seal envelopes that have already include a Meter
Impression.
Home Screen and Configuration Menu
Each type of Meter Impression available on your system is associated to:
• A specific Home Screen that displays the current Impression configuration (weight,
postage...)
• An Impression Configuration Menu that allows you to add, view, edit, or delete an
Impression configuration.
To save time your system has 4 Shortcut Keys for direct access.
By using Shortcuts you can eliminate key strokes needed to:
• Select a Postage Rate .
• Choose a Weighing Mode.
• Select an Impression memory.
• Add or check your Postage Funds.
Parameters of the Type of Impression
The table below provides details on the types of Meter Impressions you can choose,
depending on the type of job you want to run.
If you don not set up any option, the Mailing System will use your Default Impression
Settings to complete the impression set-up.
23
Processing Mail
For each Meter Impression you create, your Mailing System will display the Impression
Options you have selected on your Screen.
3
| Page 24 | | |
3
Type of process
Type of
Impression
Available Impression
Options
Applying postage to outgoing mail
[Standard ]
• Rate
• Weight
• Date Format
• Slogan (Optional)
Re-dating a mail piece
[Correction date ]
• No Weight, Postage
Amount = 0
• Date Format
Processing Mail
Correcting a Postage
[Amount correction
Amount on a mail piece (print ]
on back of envelope)
• Manual amount of Postage
• Date Format
Printing 'Received' and/or
the date on incoming mail
• Printing Date and/or 'Slogan Received ' .
[Received ]
Printing a Statement of Mail- [Statement of Mailing
ing ]
(Printing a Manifest
[Statement of Mailing] on page 39 )
24
• Statement Amount (Manual)
• Date
| Page 25 | |
3.2 Preparing and Starting your Job
Run
In this section
This section recommends a list of mail preparation steps to help you run your mail more
efficiently.
3
Mail preparation involves:
Sorting Mail by Type and by Task
To save time, sort your mail into groups that have similar characteristics.
This will prevent you having to change the Imprint configuration too often and allow you to
fully benefit from the automatic features of your Mailing System.
Follow the steps below to sort your mail into different stacks.
How to Sort your Mail
Sort your mail into different stacks according to the characteristics of your items in
the order listed below:
1.
Outgoing mail requiring different postage types
Standard postage
Date to correct
Amount to correct
2.
Separate envelopes into two groups: those that require sealing and those that do not.
3.
Accounts to allocate costs to (only if you have to select an Account at log in)
4.
Postage Rates to apply and Special Postal Services to add
5.
Physical characteristics
Separate mail pieces that exceed the weight, size or thickness allowed in the system
mail path (See Mail Specifications on page 179).
25
Processing Mail
• Sorting mail by type and task , to make processing faster (Sorting Mail by Type
and by Task on page 25 )
• Logging into your system to begin setting up your Job Run (Turning On Your
System and Starting a Job Run on page 26 )
• Selecting the Meter Impression that corresponds to your mail (Selecting a Meter
Impression on page 27 )
• Check other system settings such as active Accounts, Ink Level, available Postage
Funds etc. (Frequently Asked Questions on page 28 ).
| Page 26 | | |
Turning On Your System and Starting a Job Run
Turning on your system automatically starts a job set up using your Default System Settings.
3
Depending on the Default System Settings you choose:
• Access to your system may be open to all Users.
• You may have to enter a security PIN Code before you can set up a Job Run and/or
process your mail.
• You may have to select an Account before you can set up a Job Run and/or process
your mail.
Processing Mail
How to Log in and Start a Job Run
To Log in as a User:
1.
Press
to activate the system.
The system will display one of the following screens:
Home screen [Standard].
Login screen .
Account screen
26
| Page 27 | |
2.
Entry of an Account PIN is required
if the Login screen
appears.
3.
Select the Account you wish to allocate your postage costs to by completeing the
following steps
if the Account screen
appears.
- Use the up and down arrows to select an Account, then press[OK] to accept
your selection.
3
You can also use a Barcode Scanner to choose your Account.
Processing Mail
To locate an Account quickly, type the Account Number or Name
or use a Barcode Scanner.
To type letters instead of figures using the keypad, press the
corresponding key several times in a row like a cell phone.
(Example : To have “N” press twice the key “6").
Selecting a Meter Impression
How to Change a Meter Impression
For each stack of mail you have sorted (See Sorting Mail by Type and by Task on page
25 ), you can select the type of Meter Impression you wish to use by following the
instructions outlined below.
Once you are logged in as User:
1.
Either:
Press
and type 1
Or
Select
Build Imprint
The Build Imprint screen appears.
27
| Page 28 | | |
2.
Select
Type and press [OK] .
The Type of Imprint screen is displayed.
3
3.
Select the type of Impression from the list displayed on your screen and press [OK]
.
Processing Mail
The Build Imprint screen is updated and displays the menu items that allow you to
modify the Impression option.
4.
Press
or
to return to the Home Screen.
Frequently Asked Questions
System check list:
Question...
How to answer
Do I have enough Postage?
Press
balance.
and type 1 to check Postage Funds
To add Postage Funds , see How to Add Postage
Funds on page 59 .
Is the Weighing Platform proper- Before placing envelope(s) on your Weighing Platly zeroed or Tared?
form, your Home Screen should display 00 kg 0.0 g.
If __kg _._g is displayed, perform a Re-Zero of the
Weighing Platform.
See How to Re-Zero the Weighing Platform in Supervisor Mode on page 126.
Is there enough ink in your Car- To display the amount of ink remaining in your Cartridge ?
tridge, see How to Display the Ink Level and Cartridge Data on page 160.
28
| Page 29 | |
3.3 Processing Standard Mail
This section describes the system settings to be selected and the mail preparation steps
to be completed in order to print a Standard Meter Impression.
Applying Postage
3
Setting the Postage
Make sure you have already completed the preparation steps
mentioned in Preparing and Starting your Job Run on page 25.
How to Apply Postage (Settings)
Required settings:
1.
Make sure you are on the Standard Meter Impression Home Screen as shown below.
The Home Screen indicates Weight, Postage and the rate currently selected.
29
Processing Mail
The instructions below outline the steps that you need to complete to set up your system
to print a Meter Impression.
• As mail requirements differ from day to day, some of the Impression Options may
not be necessary, or their order may vary.
• Begin by selecting a Meter Impression to gain access to the Impression Options that
you may need to process your mail.
| Page 30 | | |
2.
To change the type of Meter Impression if you are not in Standard Mode:
Press
and type 1 to access the Build Imprint Screen.
3
The Meter Impression Type is indicated on line 2 of the screen.
To change the type of Meter Impression:
Processing Mail
– Select the Type line and press [OK].
– Select the Standard line in the Type of Imprint screen. For more details, see How
to Change a Meter Impression on page 27
To select an option displayed on the screen, use the keys
located on right-hand side of display.
You can also configure your Impression by selecting from options displayed
on the Build Imprint Screen:
Meter Impression with a Slogan
- To change your Slogan:
– Select Slogan line.
– Select a Slogan (Or None ) from the Slogan list screen. For more details, see
How to Add or Remove a Slogan on page 51
- To check or change the Date or Date Format:
– Select Date line.
– Select a Date option in the Date Advance screen. For more details, see How
to Change the Date on page 49 .
Press
30
or
to return to the Home Screen.
| Page 31 | |
3.
Select a Postage Rate and add Options .
Press
to open the Rate Selection Screen.
3
Type a number to display the available Rate options.
- Select Rate Wizard.
The Rate Wizard will display a list of all available Postage Rates stored on your
system.
You are now ready to weigh and print the mail piece.
To maximize the productivity of your Mailing System, consider using
Impression Memories.
Impression Memories store your Impression set-up together with
the Postage Rate and, if activated, the Account the postage is to
be allocated to.
To eliminate the set-up of repeated job runs, simply save your job
as an Impression Memory, for details please See Using Impression
Memories on page 52 .
Processing Mail
If you need to change the current Account before applying postage
(on Account-enabled configurations), see How to Change Accounts
on page 43 .
31
Processing Mail
You have now different methods available to select your Postage Rate:
- Select a Rate shortcut, a Rate Category shortcut (Marketing, Mailing, Shipping,
Special services)or
| Page 32 | | |
How to Apply Postage (Running Mail)
In Manual Weight Entry Mode
3
1.
Select a Postage Rate and add Services (If required).
2.
Press
3.
Select
.
Manual Weight Entry and press [OK]
The following screen will appear.
Processing Mail
4.
Enter the weight and press [OK] .
The weight of the mail piece is displayed in the Weight Area of the Home Screen and
the postage amount is calculated.
5.
Insert the mail piece (or a label into the mail path, with the side to be printed facing
upwards.
If a mail piece is larger than mail path maximum thickness (See
Mail Specifications on page 179 ), you can use labels.
32
| Page 33 | |
In Standard Weighing mode
from the Home Screen:
1.
, you can print postage directly onto mail pieces
Place an item on the weighing device.
The weight of the mail piece is displayed in the Weight Area of the Home Screen and
the postage amount is calculated.
3
Remove the envelope from the Weighing Platform and insert it into the Mail Path, with
the side to be printed facing upwards.
The Mailing System prints the postage on the envelope or Label.
If a mail piece is larger than Mail Path maximum thickness (see
Mail Specifications on page 179 ), you can use labels.
33
Processing Mail
2.
| Page 34 | | |
Correcting a Postage Value
Set-up Requirements
3
This section describes the system settings to be selected and the mail preparation steps
to be completed in order to print a Postage Value Correction Meter Impression. This type
of Meter Impression corrects the postage amount that has already been printed. Only
corrections that increase the postage amount are possible.
Processing Mail
Make sure you have completed the mail preparation steps
mentioned in Preparing and Starting your Job Run on page 25 .
How to Correct the Postage Value (Settings)
Required settings:
1.
34
Make sure you are on the Standard Home Screen . The Weight Postage Value
and currently selected Postage Rate will be displayed as shown below.
| Page 35 | |
2.
To change the type of Meter Impression .
Press
and type 1 to access the Build Imprint screen.
3
To select an option displayed on the screen:
Then press
Processing Mail
Highlight the option using the arrow keys
and
to accept your selection.
Then:
– Select the Type line and press [OK].
– Select [Postage Correction ] and press [OK].
– Select [Amount ] and press [OK].
3.
Set the postage Value to the desired Amount :
– Key in the Postage Amount once the Manual Amount screen appears.
– Press [OK] to accept the Postage Value.
You are now ready to process your mail.
35
| Page 36 | | |
Running Mail
Once you have completed setting up your Impression, follow the instructions below to
process your postage value correction Impression.
How to Correct Postage Value (Running Mail)
3
The Postage Value is displayed on the Home Screen. To print postage directly onto
your mail pieces:
1.
Processing Mail
Insert the mail piece (or a label tape) into the mail path against the rear-guide wall,
with the side to be printed facing upwards.
The side that you want to print on should be facing upwards.
Corrections are printed on the back of your envelope or use a label.
36
| Page 37 | |
3.4 Date Correction Mode
In this Section
This section describes the system settings to be selected and the mail preparation steps
to be completed in order to print aDate correction Meter Impression.
3
This type of Meter Impression corrects or advances the date. The Meter Impression was
printed on the item. Date correction can be used to process items today that are to be
mailed to your recipients up to 30 days in advance.
Set-Up Requirements
The instructions below outline the steps that you need to complete to set up your system
to print a Date Correction Meter Impression.
• As mail requirements differ from day to day, some of the Impression Options may
not be necessary, or their order may vary.
• Begin by selecting a Meter Impression to gain access to the Impression Options that
you may need to process your mail.
Make sure you have completed the mail preparation steps
mentioned in Preparing and Starting your Job Run on page 25 .
How to Correct the Date (Setting)
Required settings:
1.
Make sure you are on the Date Correction Home Screen. This Home Screen indicates
the current date as illustrated below.
37
Processing Mail
See also
• How to change a Meter Impression.
| Page 38 | | |
2.
To change the type of Meter Impression.
Press
then type
1 to access the Build Imprint screen.
The following screen appears:
The type of Impression is indicated on line 2 of the screen.
To select an option on the displayed screen:
3
Highlight the option using the arrow keys
Then press
and
to accept your selection.
Processing Mail
To change the type of Impression:
- Select Type and press [OK].
- Select Date Correction and press [OK] .
3.
Change the Date
Highlight the Date using the arrow keys. You can select today's date or advance the
date up to 30 days.
Running Mail
Once you have completed setting up your Impression, follow the instructions below to
process your mail.
How to Correct the Date (Running Mail)
1.
To print a Meter Impression with a new date or Advanced Date:Turn the envelope
over in order to print on blank area.
2.
Insert the mail piece (or a label) into the mail path against the rear-guide wall, side to
be printed facing upwards.
The Mailing System prints the Date on the envelope or label.
38
| Page 39 | |
3.5 Printing a Manifest [Statement
of Mailing]
In this Section
This section describes the system settings to be selected and the mail preparation steps
to be completed in order to print a Manifest [Statement of Mailing ].
Processing Mail
How to Set up a Manifest
Required settings:
1.
Make sure you are on the
[Statement of Mailing screen ]
. The Home Screen indicates the date as illustrated below.
2.
To modify the manifest:
Press
and press 1
Or
Choose
3.
3
Build Imprint and press [OK]
Next press [OK] to display the Type of Imprint Screen.
39
| Page 40 | | |
4.
Select Statement of Mailing and press[OK]
To select an option on the displayed screen:
– Highlight the option using the arrow keys
– Then always press
3
and
to validate your selection.
The Build Imprint screen appears.
Processing Mail
5.
Select
Amount
The Amount Entry screen appears.
6.
Enter the amount of Postage to be added, then press [OK] .
7.
Press
to return to the Home Screen.
You are now ready to print a Manifest (Statement of Mailing).
Printing a Manifest (Statement of Mailing)
Once you have completed setting up your Impression, follow the instructions below to print
a Manifest (Statement of Mailing) Meter Impression.
How to Print a Manifest (Statement of Mailing)
To print a Manifest (Statement of Mailing):
1.
40
Insert the mail piece or a label into the mail path against the rear-guide wall, with the
side to be printed facing upwards.The side that you want to print on should be facing
upwards.
| Page 41 | |
3.6 Printing “Received”on Incoming
Mail
in this section
3
This section describes how to use the [“Received”Meter Impression ] to:
• Print the Date on Incoming Mail, and/or
• Print 'Received' on Incoming Mail.
Processing Mail
See also
• How to choose a Meter Impression.
Make sure you have completed the mail preparation steps
mentioned in Preparing and Starting your Job Run on page 25
How to Process Incoming Mail (Settings)
Required settings:
1.
Make sure you are on the Received Home Screen.
The type of Meter Impression that is activated appears in the upper left-hand side of
your screen as illustrated below.
41
| Page 42 | | |
2.
To change the type of Meter Impression:
– Press
and type
1 to access the Build Imprint screen.
3
– Select Type and press[OK].
– Select Received from the Type of Impression Screen and press [OK] .
Processing Mail
To select an option on the displayed screen:
Highlight the option using the arrow keys
Then press
and
to validate your selection.
At this point you can also:
- Activate or deactivate printing the Date.
- Activate or deactivate printing 'Received'.
The screen indicates the current status of these options. Select an option to change.
Press
or
to return to the Home Screen.
You are now ready to process your mail.
How to Process Received Mail (Running Mail)
To print a Received Mail Meter Impression
1.
Insert the mail piece into the system, with the side to be printed facing upwards.
2.
The Mailing System prints the Impression on the mail piece or label.
42
| Page 43 | |
3.7 Settings Details
Changing Accounts
3
How to Change Accounts
1.
Processing Mail
To assign postage costs of a completed job run to an Account (s), complete the set up
instructions listed below before processing your mail.
To change Accounts logged in as a User:
Either:
Press
and type 5
Or
Select the path: change Account
The list of available Accounts appears .
2.
Select the Account you wish to use with the Up and Down arrows then press [OK] .
3.
Press
to return to the Home Screen.The Active Account number is displayed
on the Home Screen.
The accounts are listed on the screen in the order they were set
up (See
Managing Accounts
).
43
| Page 44 | | |
Selecting a Rate
Selecting a rate allows your Mailing System to calculate the postage amount once the mail
piece Weight is received.
Weight can be determined by using a Weighing Device or by entering it manually (Manual
Entry is used mainly for large parcels).
3
For details on Manual Weigh Entry, seeHow to Enter the Weight Manually on page 48 ).
Processing Mail
Your System provides you with several ways to select a Postage Rate:
• Using the Shortcut Keys displayed on the Rate Selection Screen.
• Using the Rate Wizard to select the rate options you need for a specific job run (such
as Postage Rate, destination, format, options, etc.).
Press
to select the Default Rate and refresh the weight.
How to Select a Rate
To select a rate:
1.
Either:
Press
Or
Press
and type 4
Or
Select the path: Rate Selection
The Rate Selection Screen appears.
44
| Page 45 | |
2.
Once the Rate Selection Screen appears, you can:
- Type a rate number 1 to 7 to display the available rate and options or
- Press 8 to select the Rate wizard .
The Rate Wizard allows you to view the complete listing of all available Rates and
Rate options stored on your Mailing System.
3.
Once you have completed choosing the Postage Rate and any options, press[OK] to
validate your selection.
3
The Postage Amount displayed on the Home Screen will always
be zero until a weight is entered into the system.
The Rate Wizard is an alternative method of selecting Postage Rates that will guide you
through the rate selection process for all types of mail.
To select an option on the displayed screen:
•
Highlight the option using the arrow keys
and .
•
and
to scroll from screen to screen
use the arrow keys
•
Then always press
to validate your selection.
• Select Mail Class
- All Postage Rate Mail Classes loaded into your system are displayed in a list
format. Tap the Up and Down arrows on your Touch Screen to find the Postage
Rate you need.
• Select Destination
- For Domestic Mail Classes, you may be prompted to enter the Destination
Postal Code or Zone Code. Use the[C] key to delete the existing Postal Code
or Zone Code (if any) and enter the new Destination Postal Code (Zone Code).
Press[OK] to validate your Postal Rate set up.
For international mail classes, use the
and
key to highlight the Zone.
You can select a Zone by entering the first few numbers code for the country
if you know it.
• Select a Service
45
Processing Mail
Using the Rate Wizard
| Page 46 | | |
- All of the Options available, depending on your previous choices, are displayed
as a list (including “No Options”).
- After you select a service, any additional service options will appear. Choose
all of the service options you need and press[OK] to validate your selection.
• Wizard Summary Screen
- Once you have completed all of your Postage Rate selections, theSummary
Screen will appear and display all of the rate options you have chosen.
- If you place an item on the Weighing Platform, the corresponding Postage
Value will appear.
- Press [Finish] on the Wizard summary Screen to set the Postage Value and
rate settings on the Home Screen.
3
Processing Mail
Before pressing Finish, you can press the Back
key to modify
any of the wizard screens to change your final selection.
Choosing a Weighing Mode
Depending on the active features and accessories connected to your Mailing System,
several Weighing Modes may be available to you.
Choosing a Weighing Mode
The Weighing Mode icon on your Home Screen indicates the Weighing Mode currently
active.
Details on the Weighing Modes
•
Manual Weight Entry (
)
In this mode, the weight is measured using a non-interfaced Weighing Device. Once
the weight of your item(s) is determined you enter the weight value manually into
your Mailing System (see How to Enter the Weight Manually on page 48 ).
•
Standard Weighing (
)
In this mode, each piece (or stack) of mail is placed on the Weighing Platform. Your
Mailing System measures the weight, applies the weight to the Postage Rate you
have selected and calculates the amount of postage required in a single step. Simply
place your mail into the mail path to print an Impression (or print a Label).
Changing the Weighing Mode
Each time you start up your Mailing System, the Default Weighing Mode is activated.
46
| Page 47 | |
How to Change the Weighing Mode
To change the Weighing Mode from the Home Screen:
1.
Either:
Press
3
Or
Press
and type 2.1
Processing Mail
Or
Select the path: Job Settings
Weighing Mode
The Weighing Mode screen is displayed.
The options displayed on the screen depend on the Weighing
Devices that are connected to your Mailing System.
2.
Select the Weighing Mode and press[OK] .
Entering Weight Manually
You can enter the weight of an item manually if the item exceeds the weighing capacity of
your Weighing Platform.
If this situation occurs, you will need to print the postage amount on to a Label that is to be
attached to the item.
47
| Page 48 | | |
How to Enter the Weight Manually
To enter the weight manually from the home screen:
1.
First, you must select the Postage Rate then:
Press
3
Or
Press
and type 2.1
Processing Mail
Or
Select the path: Job Settings
Weighing Mode
The Weighing Mode Screen appears.
2.
Select Manual Weight Entry (or type 1 ).
The Manual Weight Entry screen is displayed.
3.
Enter the weight (in g ) and press [OK] to accept.
The Home Screen displays the Manual Weight icon (
48
) and the weight entered.
| Page 49 | |
Configuring the Meter Impression
Depending on the current type of Meter Impression you have selected, you may be able
to modify the following Impression elements:
• Change the printed Date.
• Add a Slogan to the left of the Meter Impression.
Accessing the Impression Configuration Menus
3
Once you have selected the type of Impression you would like to print you can configure
the Impression layout.
Press
and type 1 to access the Meter Impression Configuration menu.
•
To return to the Meter Impression Home Screen, press
.
Advancing or Omitting the Date
The Date Advance function allows you to change the date printed on the mail pieces, for
future sending.
You can set the Date Advance feature (in Supervisor Mode) to change at a specific time.
This is useful if you process mail after the last mail pickup for the day. This ensures that
the proper Date of mailing is printed for the next days mail pickup. See How to Set the
Automatic Date Advance Time on page 134 .
How to Change the Date
To change the Date that will be printed:
1.
Either:
Press
and type 1
Or
Select the path: Build Imprint
The Build Imprint Screen appears.
49
Processing Mail
•
| Page 50 | | |
2.
Select
Date and press [OK] (or type 3 ).
The Date Advance screen is displayed.
3
3.
From the Date Advance Screen, you can now configure the Date to be printed as
follows:
Processing Mail
- To choose another Day, select the corresponding item from the list.
- The
4.
icon indicates the current selection.
Press [OK] to apply your changes and return to the Configuration Menu.
The Date can be advanced up to 30 days from today's date.
Adding a Slogan
You can add a Slogan to your Meter Impression, as illustrated below.
1 Standard Meter Impression.
2 Slogan.
50
| Page 51 | |
How to Add or Remove a Slogan
To add or remove a Slogan from your Meter Impression:
1.
Either:
Press
and type 1 or select the path:
3
Build Imprint
Select
Processing Mail
2.
Slogan and press [OK] (or type 1 ).
The Select Slogan Screen appears.
3.
Select the Slogan from the list displayed or select None for printing without a Slogan.
The
4.
icon indicates your current selection.
Press [OK] to validate your selection.
51
| Page 52 | | |
Using Impression Memories
Impression Memories allow you to create a preset Meter Impression that can include the
Postage Rate, a Slogan and the Date Mode allowing you to recall common jobs from the
memory of your Mailing System.
3
In Account-activated configurations, Impression Memories allow you to assign your postage
costs to pre-selected Accounts.
If your mail requires a large number of Impression Settings, then
using Impression Memories is recommended as all of your settings
are stored in a single job memory.
Processing Mail
How to Use a Impression Memory
To activate an Impression Memory:
1.
Either:
Press
Or
Press
and type 3
Or
Select the path: Impression Memories
The Impression Memory list appears.
2.
Select an Impression Memory from the listing on the screen.
3.
Press [OK] to validate selection.
The Imprint Memory zone (
Mem
) on the Home Screen indicates the active Impression Memory.
52
| Page 53 | |
3.8 Advanced Operations
Piece Counting
This function uses the Weighing Platform to count a stack of identical mail pieces.
3
How to Count Mail pieces by Weighing
To count mail pieces by Weighing:
Processing Mail
1.
Either:
Press
and type 10
Or
Select the path: Piece Counting and Press [OK]
2.
Place 10 items on the Weighing Platform and press [OK] .
3.
Place the entire stack of items on the Weigh Platform and press [OK] .
4.
The total number of items is displayed.
You must first weigh 10 (ten) items in order to get the count of the
total number of items.
53
| Page 55 | Postage Funds management |
4 Postage Funds
management
This section describes how you can load and manage money in your Mailing System.
4.1
Overview .............................................................................57
4.2
Managing Your Postage Funds .........................................58
How to Check Your Postage Funds ..............................................................58
How to Add Postage Funds .........................................................................59
55
| Page 57 | |
4.1 Overview
The Postage Meter
The Postage Meter, located in your Mailing System Base, handles the Postage Funds (or
money) in your system.
The Postage Meter performs all of the postal operations required by Canada Post. To
perform these operations, regular connections of your system to Neopost's Postage Servers
is required.
Managing your Postage Funds
When logging in as a User, you can carry out the following postage funds operations:
• Check the available postage funds in your Postage Meter
• Add more postage funds to your Postage Meter.
All funding operations trigger a connection of your Mailing System to our Postage Servers
via your internet (LAN) connection.
To trigger manual calls when the Mailing System connection type
is set to PC-Meter Link , see PC Meter Link Application on page
101
Tracking your Postage Funds
You can generate reports on the use of your Postage Funds as all mailing operations
involving your Postage Meter are recorded by your Mailing System.
To generate reports, see Reports on page 75 .
When the connection type is set to PC-Meter Link , the functions
mentioned above are no longer available from your Mailing System
screen.
57
Postage Funds management
Check to ensure that your Mailing System is connected to a LAN
network (See Connections on page 17 ) and that the connection
is properly configured (see Connection Settings on page 138 ).
4
| Page 58 | | |
4.2 Managing Your Postage Funds
Checking Your Postage Funds
You can check the total amount of postage that has been used and the available postage
funds remaining in your Mailing System at any time.
4
You can also use the alternative method described below to review your Postage Account
Balance.
How to Check Your Postage Funds
Postage Funds management
To check your available Postage Funds:
1.
Either:
Press
Or
Press
and type 7
Or
Select the path: My Funds
The Postage Funds menu appears.
2.
Select the menu path:
Funds Used/Funds Available (or type 1 ).
The screen displays your Postage Funds as shown below.
58
| Page 59 | |
Adding Funds
You can add Funds to your Mailing System at any time by completing the steps listed below.
In order to complete your transaction, connection of your system to Neopost's Postage
server is required.
How to Add Postage Funds
4
To add Funds to your Mailing System:
1.
Either:
Postage Funds management
Press
Or
Press
and type 7
Or
Select the path: My Funds
2.
Select
Add Funds (or type 2 ).
3.
If the system asks for a PIN code, enter the code using the keypad and press [OK] .
The Add Funds Screen is displayed.
By default, the system will display the value of the previous transaction.
4.
Enter the amount of postage you wish to add by using the keypad (Use C to clear a
digit and press C twice to clear the field).
59
| Page 60 | | |
5.
Press [OK] to start the connection to our Postal Server.
If your transaction is successful, the system will display a “Transaction Complete”
message.
If your transaction fails, the system will display a failure message and will indicate the
amount of money that you can add to your system, depending on your Account
Balance.
In the case of a communication error, the amount previously entered
cannot be changed until a server connection is established.
4
6.
Postage Funds management
You can open the Funds Used / Available Screen to check your Account Balance
once the transaction is complete (see How to Check Your Postage Funds on page
58 ).
See also
• As supervisor, you can set the Mailing System to ask for a PIN code for crediting:
see How to Set/Cancel a Postage Account PIN Code on page 124 .
60
| Page 61 | Managing Accounts and Assigning Rights |
5 Managing Accounts and
Assigning Rights
This section describes how you can manage your Department Accounts to track Postage
Funds usage and/or assign rights to a variety of functions on your Mailing System.
5.1
Overview .............................................................................63
5.2
Activating Access Control and PIN Codes ......................64
How to activate 'Access Control' and create a 'PIN Code' ...........................64
5.3
Account Modes ' ................................................................65
5.4
Guidelines for Setting up an Account .............................66
5.5
Selecting an Account Mode ..............................................70
How to Change a Shared PIN Code ............................................................67
How to Display and Change the Account Mode ..........................................70
5.6
Managing Accounts ..........................................................71
How to Create an Account ...........................................................................72
How to View / Edit Account Information .......................................................73
How to Activate / Deactivate an Account .....................................................74
How to Delete an Account ...........................................................................74
61
| Page 63 | |
5.1 Overview
Postage Tracking and System Control
Your Mailing System allows you to track postage usage by Account/Department and to
add security to prevent unauthorized use of a variety of functions.
You can activate these features independently via the Accounts function and the Access
Control function. If both features are activated, the user will log in using a security PIN
Code and only have access to assigned Accounts.
You can activate these features independently via the Accounts functions and the Access
Control function. If both features are activated, the user will log in with a secure PIN Code
and only have access to assigned Accounts. If you require advanced postage tracking,
MAS can be connected to your system to track postage expenses by user.
Activating the Accounts Function is a convenient way to monitor, track and control postage
expenses by assigning Accounts to departments in your organization (Marketing, Sales,
etc.) or to different companies (if the Mailing System is shared).
When Accounts are created, the active Account is charged each time the user applies
postage to a piece of mail.
Postage Usage Reports can then be generated for each Account. For more information
seeReports on page 75 ).
Accounts from the User's Perspective
If the Accounts Function is activated, users must select an Account in order to start their
Job Run.
Once the Job Run is complete, users can change Accounts to allocate the postage
expenditures as needed.
The Access Control Function
You can set up your Mailing System to ask for a security PIN code in order to start a Job
Run.
This allows you to restrict the usage of your funds.
There are a variety of different Access Control options to choose from including:
• No PIN code: Unrestricted access to all Mailing System functions.
• Shared System PIN Code: Users enter a generic PIN Code to access the system.
• Operator PIN Codes: Users enter a personalized PIN Code to access the system.
In this mode, Operators use only the Accounts you allow them to access to.
63
Managing Accounts and Assigning Rights
The Accounts Function
5
| Page 64 | | |
5.2 Activating Access Control and
PIN Codes
If you want to prevent unauthorized use of your Mailing System,
and you do not want to use Accounts to track postage usage,
activate the Access Control Function.
This Mode requires all users to log in to the System by entering a
4 digit Security PIN Code at Start Up.
5
How to activate 'Access Control' and create a 'PIN Code'
1.
Log in as the supervisor (See How to Log in as the Supervisor on page 114 ) then:
Managing Accounts and Assigning Rights
Press
and type 5.1.4
Or
Select the path: Account Mode Selection
The Account Mode Selection Screen appears.
2.
64
Create a PIN code and press [OK] .
No Accounts with Access control
| Page 65 | |
5.3 Account Modes '
Account Modes allow you to set up Accounts and Access Control functions (see Overview
on page 63).
The table below summarizes the Account Mode options available, the function of each
option and the security feature attached to each option.
Access Control Function
No
Accounts Function
Yes
No
'No Account'
'No Account with Access
Control'
Yes
'Accounts'
'Accounts with Access
Control'
Function
Action required to
access the system
No Account
No postage tracking
Unlimited access to the system
No Access Control
No Account with Ac- No postage tracking
cess Control
Protects access to the system
Type a PIN Code (shared by
all users) to log in
Accounts
Tracks postage by Account/Depart- Select the Account to charge a
ment
Job Run to
Accounts with Access Control
Tracks postage by Account/Depart- Type a PIN Code to log in
ment
Select the Account to charge a
Controls access to system and to Job Run to
Accounts
65
Managing Accounts and Assigning Rights
Account Mode
5
| Page 66 | | |
5.4 Guidelines for Setting up an
Account
Setting up No Accounts Mode
Activating the No Account Mode provides any user with unlimited access to all Mailing
System functions.
5
No Account Mode is the default mode of your Mailing System.
Activating No Accounts Mode
Managing Accounts and Assigning Rights
• To activate / deactivate your Account Modes, please see How to Display and Change
the Account Mode on page 70 and select the No account mode.
No Account Management Menu
In No Account mode:
No other setting is required to activate No Accounts Mode.
Setting up No Accounts with Access Control
If you want to prevent unauthorized use of your Mailing System, but you do not want to
use Accounts, activate the No Account with Access Control function.
This Mode requires all users to log in to the system by entering a 4 digit Security PIN Code
at start up. In this mode a single PIN Code is created for all authorized users.
Activating no Account with Access Control
1.
To activate/ deactivate No Account with Access Control, please see How to Display
and Change the Account Mode on page 70 and select the No Account with Access
Control Mode.
2.
Enter the 4 digit shared PIN Code all users will have to enter in order to log in to the
system.
66
| Page 67 | |
Account Mode Management Menu
The Account Mode Management Menu allows you to change the shared PIN Code as
needed.
5
How to Change a Shared PIN Code
1.
Log in as the Supervisor (See How to Log in as the Supervisor on page 114 ), then
Managing Accounts and Assigning Rights
Press
and type 5.2
Or
Select the path: Account Mode Management
Change PIN code
The PIN Code screen appears.
2.
Enter the new PIN Code and press [OK] .
67
| Page 68 | | |
Setting up Accounts
In Accounts Mode, users must select an Account to allocate the postage costs to before
they can process their mail. The user can change the active Accounts at any time during
mail processing.
If only one Account has been set up, the Mailing System will
automatically select it at start up.
5
Activating the Accounts Mode
Managing Accounts and Assigning Rights
1.
To activate / deactivate an Account, please see How to Display and Change the
Account Mode on page 70 and select the Accounts Mode.
2.
Create your Accounts as needed. For details see How to Create an Account on page
72.
When you activate the Accounts Mode, your system creates an
Account that becomes the system’s Default Account.
Account Mode Management Menu
TheAccount Mode management Menu allows you to manage your Accounts as needed.
See also
• To add, modify or delete Accounts, please see Managing Accounts on page 71 .
68
| Page 69 | |
Setting up Accounts with Access Control
Once activated the Accounts with Access Control Mode provides you with the highest level
of security and control of your postage usage. In this mode, users must first enter a 4 digit
PIN Code and then select an Account to allocate postage costs to.
Users can only change Accounts once they have logged in. For added security and postage
cost management Account access for each user can be restricted.
If only one Account has been set up, the Mailing System will
automatically select it at start up.
5
Account with PIN Code Mode Management Menu
You can manage the PIN code of an Account in the Account Management screens.
See also
• To add, edit/modify or delete Accounts, please see Managing Accounts on page 71
.
69
Managing Accounts and Assigning Rights
The Account with PIN code Mode allows you to manage the Accounts.
| Page 70 | | |
5.5 Selecting an Account Mode
How to Display and Change the Account Mode
See also
• Guidelines for Setting up an Account on page 66 .
To display and change the 'Account Mode':
1.
5
Log in as the supervisor (see How to Log in as the Supervisor on page 114 ), then
Press
and type 5.1
Or
Managing Accounts and Assigning Rights
Select the path: Account Management
Account Mode Selection
The Account Mode Selection screen is displayed with the active Account Mode
highlighted.
2.
Select another Account Mode from the list displayed.
The system asks for a confirmation.
3.
Press [OK] to accept.
4.
If required, enter the Security PIN Code and press [OK] .
Your Mailing System will confirm that the Account Mode has been changed.
70
| Page 71 | |
5.6 Managing Accounts
Selecting an Account Mode
You can create and manage your Accounts by accessing in theAccount Mode Menus.
Before you begin creating your Accounts , please see Setting up Accounts on page 68
.
The maximum number of accounts you can create depends on the model.
5
Account Information
The maximum number of Accounts you can create is 10.
Param.
Format
Description
Number
11 Alphanumeric
Characters
Number of the Account. Two Accounts cannot have
the same number.
An Account number cannot be modified after the
account is created. However, the Account can be
deleted.
Name
32 Alphanumeric
Characters
Name of the account. Two Accounts cannot have
the same name.
PIN code
4 Numeric Characters
Users have to enter the PIN Code to access the Account.
Only available in mode Account with PIN Code.
Status
Active / Inactive
Only active Accounts are visible to users.
See also
• Changing the maximum number of Accounts, see Account Level on page 99.
• Printing the current Account list: Account Report on page 85 .
• .
71
Managing Accounts and Assigning Rights
Every Account includes the following information that is displayed on theAdd Account
Screens:
| Page 72 | | |
Account Management
Your Mailing System will also allow you to create, modify, activate/deactivate or delete
Accounts as required.
How to Create an Account
To create an Account:
1.
5
Log in as the supervisor (See How to Log in as the Supervisor on page 114 ), then
Press
and type 5.2.1
Or
Managing Accounts and Assigning Rights
Select the path: Account Management
Manage Accounts
Account List
The Account List Screen appears.
2.
Select
3.
Enter the Account Number andName using the keypad and press[OK] .
Add Account .
Select the Account status (the key displays the current status: Active or Inactive).
4.
72
Press [OK] to confirm the creation of the Account.
| Page 73 | |
Editing Accounts
Follow the instructions below to modify an Account Name or Account Status.
An Account Number cannot be edited once it has been created.
How to View / Edit Account Information
To view or edit Account Information:
1.
Log in as the Supervisor (See How to Log in as the Supervisor on page 114 ):
Press
5
and type 5.2.1
Or
Manage Accounts
Account List
The Account List Screen appears.
2.
Select the Account you wish to view/edit (or type the Account Number) and press
[OK] .
3.
Select Edit / Modify (or type 1 ).
The Edit / Modify Screen appears.
4.
Select and modify your Accounts preferences using the keypad (use key [C] to clear
characters). Then, press [OK].
The Account modification Summary Screen is displayed.
5.
Press [OK] to accept your changes.
73
Managing Accounts and Assigning Rights
Select the path: Account Management
| Page 74 | | |
Activating Accounts
This function allows you to create Accounts in advance and prevent them being from used
before your Account Structure is complete.
Important Note: If you decide to deactivate an Account it is no longer visible to the Operator.
How to Activate / Deactivate an Account
To activate or deactivate an Account:
5
1.
Select an Account to view/edit. For details, please see How to View / Edit Account
Information on page 73 .
2.
Change the status of the selected Account as needed and press [OK] (the keys on
your screen display the current status: active or inactive).
3.
Accept your changes by pressing [OK] on the Account Modification Summary Screen.
Managing Accounts and Assigning Rights
Deleting Accounts
Your Mailing System provides you with the ability to delete Accounts at any time.
How to Delete an Account
To delete an Account:
1.
Select an Account to view/edit. For details please seeHow to View / Edit Account
Information on page 73 .
2.
Once theAccount Management Screen appears, select
of Edit/Modify .
A confirmation of account deletion is displayed.
74
Delete (or type 2 ) instead
| Page 75 | Reports |
6 Reports
This section explains how you can access, generate and print reports from your Mailing
System.
6.1
Report Overview ................................................................77
6.2
Generating a Report ..........................................................80
How to Generate a Report as a User ..........................................................80
How to Generate a Report as the Supervisor .............................................81
6.3
Mail Processing Data .........................................................82
6.4
Postage Funds Data ..........................................................83
6.5
Account Data .....................................................................85
How to Generate the Account Report ..........................................................85
6.6
System Data .......................................................................88
75
| Page 77 | |
6.1 Report Overview
Your Mailing System offers a variety of reports that you can view, print or store as needed.
Reports include information on system cycle counts, number of pieces processed, postage
funds usage, Account Budgets and expenditures.
You can also upload basic data to our E-Services Server so that you can view this data
online, print a hard copy, save it on a USB key or export it to a variety of PCbased
applications.
Your Mailing System also allows you to generate reports for all mailing activity that has
occurred over the past two years from the date of installation.
The table below lists the available reports.
6
Reports
77
| Page 78 | | |
List of Reports
Output on: L=Label (or envelope), S=Screen, P=USB Printer, F=USB Memory Device
Report name
Short description
Output Page
POSTAGE USAGE
DATA
Daily Usage
6
Reports
Includes the total number of items proSPF
cessed and the total postage used for each
day within a selected time period.
Daily
Usage
Report
on
page
82
Funds Summary
Displays the total amount of postage used LSP
by your Mailing System from the date of installation to the present.
Postage
Funds
Usage
Report
on
page
83
Adding Postage
Displays all of the postage fund refills com- SPF
pleted within a selected time period. This
report is only available in Supervisor Mode.
Adding
Postage
Report
on
page
84
Provides a list of all Accounts in your sys- PF
tem. This report is only available in Supervisor Mode.
Account
Data
on
page
85
POSTAGE FUNDS
DATA
ACCOUNT DATA
Account List
78
| Page 79 | |
Report name
Short description
Output Page
Single Account
Postage allocated to a specific Account for S
a selected time period.
Single
Account
Report
on
page
86
Multi-Accounts
Postage allocated to multiple Accounts
within a selected time period.
MultiAccount
Report
on
page
87
PF
6
Reports
79
| Page 80 | | |
6.2 Generating a Report
To generate a report, select the desired report, then choose how you want to display or
record the report. Reports can be:
• Displayed on Screen.
• Printed on an External Printer.
• Printed on a Label.
• Saved on a USB Memory Key.
How to Generate a Report as a User
6
To generate a report as a User:
1.
Either:
Reports
Press
and type 6
Or
Select the path: Reports
A list of available reports appears.
2.
Select the report type you would like to use and press [OK] .
3.
Depending on the report you choose, the system may ask you to set additional
preferences such as:
- Period of time targeted (begin date, end date)
- Use C key to clear existing settings.
- Desired Accounts.
- Set your report preferences and press [OK] to accept your selections.
The Output Selection Screen is displayed.
4.
Select an Output Device from the list displayed and press [OK] .
The system will send the report details to the selected Output Device.
When displaying a report on screen , use the arrow keys
to display the different pages of the report.
80
and
| Page 81 | |
How to Generate a Report as the Supervisor
To generate a report as the Supervisor:
1.
Log in as the Supervisor (see How to Log in as the Supervisor on page 114 ), then:
Press
and type 2
Or
Select the path: Reports
2.
Complete the same steps used to generate a report as a User. See How to Generate
a Report as a User on page 80.
6
Reports
81
| Page 82 | | |
6.3 Mail Processing Data
Daily Usage Report
This report displays, usage data such as total items processed and total postage used for
each day within a selected time period.
Report Requirements:
• You have to specify the period for the report (Begin date and End date). These dates
can be user defined or set automatically by your system.
If you do not specify these dates, your system will set the dates to the Default Settings
which are:
6
Default period:
- Begin = 1st day of the current month.
- End = current day.
Reports
If you choose to specify the Begin Date, your system will propose an End Date for
your report.
The proposed End Date is always the Begin Date + 31 days.
If the proposed End Date does not meet your needs you can specify an End Date of
your choice. But the maximum is Begin Date + 31 days.
Outputs Devices:
• Screen
• USB Printer
• USB Memory Key.
Fields
Comments
Die number
Only appears on printed reports.
For each day in the period the report displays:
• The Day .
• The number of items processed (zero and nonzero).
• Total postage used on this day.
See also
• Generating a Report on page 80 .
82
| Page 83 | |
6.4 Postage Funds Data
Postage Funds Usage Report
Displays the total amount of postage used by your Mailing System from the date of
installation to the present. The amount of data available to generate this report depends
upon the amount of data history that is stored in your Postage Meter.
Report Requirements
This report can be generated in User Mode or Supervisor Mode.
Output Devices:
• On a Label.
• Screen.
• USB Printer.
6
Comments
Current Date and Time
Only appears on printed reports.
Postage Meter Status
Only appears on printed reports.
Die Number
Only appears on printed reports.
Funds Used (Ascending)
Total postage printed by the system.
Reports
Fields
Funds Available (Descending) Postage available for printing impressions.
Control Total
Total funds downloaded into the system.
Must be equal to ascending + descending.
Non Zero items
Total number of items processed with a postage value
greater or less than zero.
Zero Items
Total number of items processed with a postage value
of zero.
Total Items
Total number of Zero + Non-Zero items.
See also
• Generating a Report on page 80 .
83
| Page 84 | | |
Adding Postage Report
Displays all of the postage fund refills completed within a selected time period.
Outputs Devices:
• Screen.
• USB Printer.
• USB Memory Key.
Fields
Comments
Period
6
Default period:
• Begin = Current Date - 6 months
• End = Current Date
Reports
Die Number
On printed report only
For each postage refill preformed, the report Represents the new total amount of postage
available in your Mailing System.
displays:
Download
Date
&
Time.
•
• Postage Amount added.
• New Descending Register.
See also
• Generating a Report on page 80 .
84
| Page 85 | |
6.5 Account Data
Account Report
This report provides a list of all Accounts in your system.
Report Requirements
• To generate this Report:
• You must be logged into your system as the Supervisor.
• Account or Account with Access Control Mode must be activated.
Outputs Devices:
• Printer.
• USB Memory Key.
6
Data
Reports
For each Account in your system, the report displays:
• Account Number.
• Account Name.
• Account Status.
How to Generate the Account Report
To generate an Account Report:
1.
Log in as the Supervisor (See How to Log in as the Supervisor on page 114 ), then
Press
and type 5.2.2
Or
Select the path: Account Management
2.
Manage Accounts
Account Report
Select an Output Device and then press [OK] .
85
| Page 86 | | |
Single Account Report
This report displays postage allocated to a specific Account for a selected time period.You
can select any Account from your Account List to generate this report.
Reports Requirements
• To generate this Report:
• You must be logged into your system as the Supervisor.
• Account or Account with Access Control Mode must be activated.
• You must select an Account from your Accounts List, then select the Begin Date and
the End Date of the report.
6
If you do not specify these dates, your system will set the dates to the Default Settings
which are:
• Begin = 1st day of the current month
• End = Current date.
Reports
Outputs Devices:
• Screen.
(For other outputs, see Multi-Account Report on page 87 .)
Fields
Comments
Period
Meter Number
Account Number
Account Name
Number of Items processed (Zero + Non-Zero items)
Total Postage Used
See also
• Generating a Report on page 80 .
86
Only appears on printed reports.
| Page 87 | |
Multi-Account Report
This report displays postage allocated to all Accounts within a selected time period, sorted
by acending Account Number.
The Multi-Account Report displays all the Accounts (active or inactive) that include a postage
value.
Report Requirements
• This report can be generated in User Mode or Supervisor Mode. Account Mode must
be activated.
• You must select an Account from your Accounts List, then select the Begin Date and
the End Date of the report.
If you do not specify these dates, your system will set the dates to the Default Settings
which are:
- Begin = 1st day of current month.
- End = Current Date.
Fields
Reports
Outputs Devices
• USB Printer
• USB Memory Key.
Comments
Period
Meter Number
6
Only appears on printed reports.
For each Account in your system, the report Any item processed without an Account
Mode activated will appear under the 'Othdisplays:
ers' or 'No Account headings in your report'.
• Account Number.
• Account Name.
• Number of Items processed (Zero +
Non-Zero items)
•
• Total Postage used.
See also
• Generating a Report on page 80 .
87
| Page 88 | | |
6.6 System Data
System Configuration Report
This report provides a list of the system settings that you can change and the current status
of each setting.
Configurable settings include Default Impression Settings, Date Advance, Special Services,
System Connections, Ink Cartridge Settings, Weighing Modes, Modem Configuration, etc.
Report Requirements
• To generate this report, you must be logged into your system as the Supervisor.
6
Outputs Devices:
• USB Printer.
• USB Memory Key.
Reports
Fields
Meter Impression Default Settings (Default Slogan, Default Postage Rate).
Date Advance Settings
Postage Funds Settings (High Value, Low Funds)
Connection Settings (phone numbers)
System Settings including:
• User Screen Settings (Language, Default Home Screen, Time-Outs, Backlight
Setting).
• Weighing Settings (Geodesic Code, Weight Threshold, Rounding Mode, Automatic
Label Threshold).
• Modem Settings.
See also
• Generating a Report on page 80 .
88
| Page 89 | myEquipment E-Services |
7 myEquipment
E-Services
myEquipment E-services communicate with Neopost remotely through your Mailing System
console. E-Services allow you to update postal rates, download software or feature
upgrades, and analyze your system's performance.
7.1
Overview .............................................................................91
7.2
Connecting to E-Services .................................................92
How to Call the E-Services Server Manually as a User ..............................93
How to Call the E-Services Server Manually as the Supervisor ..................94
How to Test the Connection to E-Services ..................................................95
7.3
Uploading Statistics ..........................................................97
How to Upload Report Data to the E-Services Server ................................97
7.4
E-Services available on your System ..............................98
How to check the number of Accounts in your System ...............................99
89
| Page 91 | |
7.1 Overview
E-services are a set of value added services that help you to maximize the full potential of
your Mailing System.
Your Mailing System connects to E-Services Server via the same telephone or network
connection you use to add postage to your meter.
All connections are secure, and data is maintained under strict privacy policies.
91
7
myEquipment E-Services
E-services features include:
• Ink Management: Our ink management feature maximizes the productivity of your
mailing operation by taking the guess work out of managing and ordering ink supplies.
Your Mailing System will send an automatic alert via e-mail back to Neopost when
your Ink Cartridge is running out of ink. Once we receive the ink alert, our Customer
Service Centre will place a courtesy call to inform you that your Ink Cartridge is almost
out of ink.
• Diagnostics: Each month your Mailing System will download performance information
to Neopost to allow us to diagnose potential problems more efficiently over the phone.
If we cannot solve the problem over the phone, we will know exactly what area of
the system to focus on when we arrive on-site. Our ability to review your system's
performance information optimizes the productivity of your Mailing System and
reduces your down time.
• Statistics: Each month you will be able to retrieve basic information about your
Mailing activity to better manage your mailing expenditures and reduce your operating
costs. This information can be printed on labels or exported into other software
programs for review and analysis.
• Messages on Demand: Neopost can send messages directly to your Mailing System
console that will allow us to inform you when we plan to arrive, if there is a problem
with your system, if we have a new program in place that will save you money, etc.
All you have to do is open the message on your console when the message arrives.
• Rate downloads: Neopost can download your Canada Post Rate updates directly
into your Mailing System. Once your download is complete we can send a message
to your Mailing System console informing you that your rate download has been
completed.
| Page 92 | | |
7.2 Connecting to E-Services
Automated Calls
Automated Calls
To receive all of the benefits that E-Services offers, your Mailing System should be
permanently connected to a live network connection (LAN) so that it can link to the
E-Services Server automatically whenever required.
For Reporting Services, your Mailing System will automatically connect to the E-Services
Server at the end of each month to upload Accounting and postal category statistics.
7
Your Mailing System automatically initiates the automated call for our Ink Management
Service when your Ink Cartridge reaches the out of ink threshold.
myEquipment E-Services
We recommend that you leave your Mailing System ON, in Sleep
Mode, and connected to a network during the night, to allow the
connection to the E- Services Server to occur automatically.
92
| Page 93 | |
Manual Calls
Manual calls allow you to connect to the E-Services Server in order to retrieve incoming
information or to enable features and options on demand.
You may be instructed to use this function when postal rates are
changed.
You can initiate a call to the E-Services Server from the User Menu and the Supervisor
Menu.
To initiate a manual call using PC Meter Link Application, please
seePC Meter Link Application on page 101 .
7
When the connection type is set to PC-Meter Link , manual calls
are no longer available through your Mailing System console.
myEquipment E-Services
How to Call the E-Services Server Manually as a User
To initiate a manual call as a User:
1.
Either:
Press
and type 9.3
Or
Select the path: E-Services
Standard Call
Your Mailing System connects to the server and downloads any information that is
waiting to be download such as rates, slogans, feature upgrades etc.
2.
Check your Mailbox for messages: See Using your Mailbox on page 146 .
93
| Page 94 | | |
How to Call the E-Services Server Manually as the
Supervisor
To initiate a manual call as the Supervisor:
1.
Log in as the Supervisor (See How to Log in as the Supervisor on page 114 ), then:
Press
and type 10.3
Or
Select the path: E-Services
7
Standard Call
Your Mailing System connects to the server and downloads any information that is
waiting to be download such as rates, slogans, feature upgrades etc.
2.
Check your mailbox for messages: see Using your Mailbox on page 146 .
myEquipment E-Services
Automated Call
This type of call is a re-occurring scheduled call that is configured during the installation of
your Mailing System. The only time you should perform an automated call outside of your
established call schedule is if it is requested by an authorized Neopost Service Technician.
Testing the Connection to E-Services
You may test the connection to the E-Services Server via the commands displayed in the
E-Services Menu:
• Ping server
Establishes a connection and checks whether the server answers to a 'ping' command.
This test:
- Validates connection settings (see Connection Settings on page 138 ).
- Indicates that your LAN connection is functionning.
- Indicates that the Modem is functioning.
- Indicates that the server can be contacted.
• Test Server
Establishes a connection and tests the communication dialog with the server. This
test indicates that transactions can be completed and stored.
Test Server is a bandwidth test that should only be initiated at by
an authorized Neopost Service Technician.
94
| Page 95 | |
If you are using the PC Meter Link CONNECTION KIT , Ping Server
and Test Server Menu Screen will not appear on your Mailing
System User console.
How to Test the Connection to E-Services
To Ping the Server
1.
As a User:
Press
and type 9.1
Or
Select the path: E-Services
2.
Ping Server
7
Or, login as supervisor (see How to Log in as the Supervisor on page 114 ), then:
myEquipment E-Services
Press
and type 10.1
Or
Select the path: E-Services
Ping Server
To Test the Server
95
| Page 96 | | |
1.
As a User:
Press
and type 9.2
Or
Select the path: E-Services
2.
Test Server
Or, login as supervisor (see How to Log in as the Supervisor on page 114 ), then:
Press
and type 10.2
Or
7
Select the path: E-Services
Test Server
The call is initiated and the sequence of operations is displayed on your screen.
myEquipment E-Services
96
| Page 97 | |
7.3 Uploading Statistics
Uploading Statistics can be an automated call or a manual call that uploads system data
to the E-Services Server so that you can generate reports that include the most up-to-date
usage figures. You can then view this data online and run reports.
Manual uploads can be initiated on demand as needed. Automated statistic uploads are
initiated at the end of each month.
Your system will upload basic statistical data that will allow you to
create basic postage expense reports . If you require enhanced
reporting, please see Activating New Options on page 149.
How to Upload Report Data to the E-Services Server
7
To upload Report Data:
1.
As a User:
and type 9.5
Or
Select the path: E-Services
2.
Upload Statistics
Or, log in as the Supervisor (See How to Log in as the Supervisor on page 114 ), then:
Press
and type 10.7
Or
Select the path: E-Services
Upload Statistics
A call to the server is initiated.
97
myEquipment E-Services
Press
| Page 98 | | |
7.4 E-Services available on your
System
Ink Management Service
The Ink Management service sends an electronic message to the E-Services Server when
your Ink Cartridge begins to run out of ink.
An e-mail message is sent back to Neopost to inform us that you are running out of ink.
Once we receive the message, we will place a courtesy call to you to inform you that your
Ink Cartridge is almost out of ink.
For more information on your Ink Management Service, please
contact our Customer Service Centre.
7
myEquipment E-Services
Rate Protection
Rate Protection ensures that the latest Canada Post postal rates are installed on your
Mailing System.
When Canada Post announces changes to their rate and fee structure, the E-Services
Server downloads the new rates into your Mailing System on a scheduled date at a
scheduled time.
Your Mailing System will automatically switch to the new rates on the effective date of the
rate change.
For more information on Rate Change Protection, please contact
our Customer Service Centre.
98
| Page 99 | |
Account Level
To upgrade the number of Accounts on your system, please contact
our Customer Service Centre.
See also
Managing Accounts and Assigning Rights.
on page 61
How to check the number of Accounts in your System
1.
Log in as Supervisor (see How to Log in as the Supervisor on page 114 ), then:
Press
7
and type 8.1
Or
myEquipment E-Services
Select the path: Options and Updates
Options List
The Options List Screen appears.
99
4- e
+-
| Page 101 | PC Meter Link Application |
8 PC Meter Link
Application
This section describes the features and that are functions available through the PC Meter
Link application.
8.1
PC Meter Link Application Overview .............................103
8.2
Add Funds .......................................................................105
8.3
Download Data .................................................................106
8.4
Get Support ......................................................................107
8.5
Configure Alerts ..............................................................108
8.6
Perform Diagnostics ........................................................109
101
| Page 103 | |
8.1 PC Meter Link Application
Overview
The PC Meter Link application performs all Mailing System by using the internet connection
embedded in your PC.
This application allows you to trigger manual calls to the Neopost servers from your PC to:
• Add Funds .
• Download Data .
• Perform Diagnostics.
• Get Support .
• Configure Alerts .
To use the PC Meter Link application , the Mailing System
connection type must be set to PC-Meter Link , see Connection
Settings on page 138 .
103
PC Meter Link Application
When the connection type is set to PC-Meter Link , manual calls
are no longer available through your Mailing System console.
8
| Page 104 | | |
Connectivity
The PC Meter Link connections are the following:
• The PC Meter Link application is running on your PC.
• Your Mailing System is connected to your PC through a USB cable.
• Your PC is connected to the Internet to have access to servers.
When the connection to the Mailing System is available, all the PC Meter Link application
menus on your PC screen are accessible.
If the connection to the Mailing System is not available, only the
Support menu is accessible.
8
Click on the [Check connections] button to diagnose your
connection.
PC Meter Link Application
PC Meter Link Connection Status
The PC Meter Link application Connection Status appears in the System Tray of your PC
with the following pictograms:
•
to notify of an alert, a warning, or error.
•
to notify that all connections are available.
•
to notify that at least one connection is not available.
•
to notify that a call is in progress.
104
| Page 105 | |
8.2 Add Funds
This section describes functions related to calls for adding and managing funds in the
Mailing System.
The Add Funds feature allows you to:
• Display remaining funds in your Mailing System,
• Add funds to your Mailing System,
• Display Account Balance ,
• Perform an Audit to unlock your Mailing system.
8
PC Meter Link Application
105
| Page 106 | | |
8.3 Download Data
This section describes the functions available for connecting to E-Services Server and
downloading Performance Statistics.
8
The Download Data features allow you to:
• Initiate a connection to the E-Services Server.
• Upload Performance Statistics .
PC Meter Link Application
106
| Page 107 | |
8.4 Get Support
This section describes how to get support for your Mailing System and your PC Meter Link
application when you need it.
The Get Support feature allows you to:
• Go to myneopost to manage your Mailing system or get support.
• Display the current version of your PC Meter Link Software.
• Check for available PC Meter Link software updates manually.
• Download your User Guide.
8
PC Meter Link Application
107
| Page 108 | | |
8.5 Configure Alerts
This section describes the Alerts available with PC Meter Link application that you can
change to meet your need.
8
The configure Alerts feature allows you to modify:
• The time Reminder Alerts appear prior to a scheduled server connection call.
• The time Reminder Alert appears after a Server connection call has been missed
.
PC Meter Link Application
108
| Page 109 | |
8.6 Perform Diagnostics
This section describes the functions available to perform diagnostics tests, back up data
and update system software from your PC.
The Perform Diagnostic feature allow you to:
• Connect to E-Services to check for alerts and upload data.
• Back up your system data and save your Mailing System settings.
• Upload Mailing System software.
• Perform Diagnostics tests (Ping OLS, Test OLS, Upload diagnostics).
8
PC Meter Link Application
109
| Page 111 | Configuring your Mailing System |
9 Configuring your Mailing
System
This section describes the Configuration Settings of your Mailing System that you can
change as needed. Some settings can be changed by any user at anytime. In most cases
you must log in as the Supervisor before you can begin to change your system settings.
9.1
Settings Overview ...........................................................113
9.2
Logging In / Out as the Supervisor ................................114
How to Log in as the Supervisor ................................................................114
How to Exit Supervisor Mode ....................................................................115
9.3
Changing Languages ......................................................116
How to Change Languages .......................................................................116
How to Change the Default Language Setting ..........................................117
9.4
Display Settings ...............................................................118
How to Adjust the Display Contrast ...........................................................118
How to Change the Default Contrast Setting ............................................119
9.5
System Time-Outs and Settings .....................................120
How to Adjust the 'Sleep Time-Out' Settings .............................................120
How to Change the 'Soft Off Time-Out' Settings .......................................121
How to Change the 'Sleep Time-Out' Setting in Supervisor Mode ............121
How to Change the 'Soft Off Time-Out' Setting in Supervisor Mode .........122
9.6
Funds Warnings ...............................................................123
How to Set the Low-Funds Threshold ........................................................123
9.7
PIN Codes .........................................................................124
9.8
Weighing Settings ...........................................................125
How to Set/Cancel a Postage Account PIN Code .....................................124
How to Zero the Weighing Platform ...........................................................125
How to Tare the Weighing Platform ............................................................126
How to Re-Zero the Weighing Platform in Supervisor Mode .....................126
How to Tare the Weighing Platform in Supervisor Mode ...........................127
How to Change the GEO Code .................................................................127
9.9
Default Impression Settings ...........................................132
How to Change the Default Postage Rate .................................................132
How to Change the Default Slogan ...........................................................133
111
| Page 112 | Configuring your Mailing System | |
How to Set the Automatic Date Advance Time ..........................................134
9.10
Impression Memories ......................................................135
How to Create an Impression Memory ......................................................135
How to Edit / Modify an Impression Memory .............................................136
How to Delete an Impression Memory ......................................................136
9.11
Connection Settings ........................................................138
How to Set your Postage/E-Services Connections ....................................138
How to Set your LAN Preferences .............................................................139
How to Set PC Meter Link Connection ......................................................140
9.12
Time and Date Management ...........................................141
How to Check/Adjust the Time and Date ...................................................141
112
| Page 113 | |
9.1 Settings Overview
This section describes the two types of changes that can be made to your system
configuration:
• User Changes: These are temporary changes to your system settings. They only
last as long as the user who applies them is logged in.
• Supervisor Changes: These are changes to your Default System Settings. Any
change made in Supervisor Mode will be saved by your system after you have logged
out.
For information on additional User Settings please seeProcessing
Mail on page 21 , Maintaining your Mailing System on page 157 ,
etc.
User Settings
System Settings that can be changed by a User include:
• The Language Setting.
• Your Screen Contrast.
9
Your Mailing System has one supervisor PIN Code that allows you to configure your Default
Settings and perform other functions such as managing Accounts, assigning access rights,
generating reports, etc.
Default System Settings that can be changed in Supervisor Mode include:
• System Time-Out Settings.
• Postage Funds warnings (Low Funds alerts).
• Activating a security PIN Code for access to postage funds.
• Defining a Default Weighing Method and calibrating your Weighing Devices.
• Default Impression Settings (default Postage Rate, Slogans, etc.)
• Activating the Automatic Date Advance.
• System Connection Preferences.
• Auto Weight Detection.
113
Configuring your Mailing System
Supervisor Settings
| Page 114 | | |
9.2 Logging In / Out as the
Supervisor
You need to be logged in as Supervisor to:
• Configure your Mailing System.
• Change your Default Settings.
• Manage Accounts and Assign Access Rights.
• Generate certain reports.
When you are logged in as the Supervisor, only the Supervisor Menu is available.
Printing postage is not possible while logged in as the Supervisor.
How to Log in as the Supervisor
To log in as the Supervisor when you are already logged in as a User:
1.
9
The Login Screen appears.
The Login Screen appears.
2.
Enter your Supervisor PIN Code and press [OK] .
The supervisor Main Menu appears.
Configuring your Mailing System
You can log in as the Supervisor by directly typing the Supervisor
PIN Code, in place of a regular user PIN Code, If your Mailing
System is configured to require a PIN Code at start-up, you can
log in as the Supervisor at start-up by entering your Supervisor PIN
Code.
114
| Page 115 | |
Exiting the Supervisor Mode
Follow the instructions below to exit Supervisor Mode. You must exit Supervisor Mode
before you can begin to print postage.
How to Exit Supervisor Mode
To exit Supervisor Mode:
1.
Press
Your system will log out of Supervisor Mode and go into Sleep Mode.
9
Configuring your Mailing System
115
| Page 116 | | |
9.3 Changing Languages
The User Screens on your Mailing System can be shown in English or French as you
require. You can change the language displayed on your system for a particular job run or
as a Default Setting.
How to Change Languages
To change the current language for a particular Job Run:
1.
Be sure to be logged in as a User, then
Press
and type 11.1
Or
Select the path: Preferences
9
Language
2.
Select the language you wish to use.
3.
Press [OK] to validate your selection.
Configuring your Mailing System
This is a User Setting that will only be active as long as you are
logged in as a User. Once you log out, the Default Language Setting
will be re-activated.
Setting the Default Language
You can set the Default Language of your Mailing System by completing the instructions
outlined below.
116
| Page 117 | |
How to Change the Default Language Setting
To change the Default Language Setting:
1.
Log in as the Supervisor (See How to Log in as the Supervisor on page 114 ), then
Press
and type 3.1.1
Or
Select the path: Default User Settings
Default User Preferences
2.
Select the language you wish to set as the Default Language.
3.
Press [OK] to validate your selection.
Language
9
Configuring your Mailing System
117
| Page 118 | | |
9.4 Display Settings
You can change the contrast of your Screen Display to adjust to bright or dark working
environments.
How to Adjust the Display Contrast
To adjust the Display contrast of your screen:
1.
Be sure to be logged in as a User, then
Press
and type 11.2
Or
Select the path: Preferences
9
Contrast
2.
Use the or to increase or decrease the contrast. The screen will update instantly to
your new selection.
3.
Press
to exit.
Configuring your Mailing System
This is a User Setting that only lasts as long as you are logged in.
As a User once you log out, the Default Display Setting will be
re-activated.
Setting the Default Display Contrast of your Screen
To change the Default Contrast Setting of your screen follow the instructions outlined below.
118
| Page 119 | |
How to Change the Default Contrast Setting
To set the Default Contrast Setting:
1.
Log in as the Supervisor (see How to Log in as the Supervisor on page 114 ), then
Press
and type 3.1.2
Or
Select the path: Default User Settings
Default User Preferences
Contrast
2.
or
button to increase or decrease the contrast. The screen will update
Use the
instantly to your new selection.
3.
Press
to exit.
9
Configuring your Mailing System
119
| Page 120 | | |
9.5 System Time-Outs and Settings
Your Mailing System includes the following Time-Out Settings:
• 'Sleep Mode Time-out': The period of inactivity after which the machine automatically
switches to 'Sleep Mode'.
• 'Soft Off Time-out': The period of inactivity after which the machine automatically
switches to 'Soft off Mode'.
For more details on the 'Sleep Time-out' and 'Soft Off Time-out' modes, please see section
Power Management on page 19 .
How to Adjust the 'Sleep Time-Out' Settings
To change the 'Sleep Time-Out'Settings:
1.
Be sure to be logged in as a User, then:
Press
9
and type 2.3.1
Or
Select the path: Batch Settings
Time-Out Settings
Configuring your Mailing System
The Sleep Time-out Screen appears.
2.
Enter the length of the Time-Out Setting.
3.
Press [OK] to accept.
The Time-Out Settings Screen appears.
120
Sleep Time-Out
| Page 121 | |
How to Change the 'Soft Off Time-Out' Settings
To change the 'SOft off Time-Out':
1.
Be sure to be logged in as a User.
Press
and type 2.3.2Or
Select the path: Batch Settings
Time-Out Settings
Soft off Time-Out
The Soft Off Time-Out Screen appears.
2.
Enter the length of the Time-out Setting.
3.
Press [OK] to accept.
9
The Time-Out Settings Screen appears.
To change the 'Sleep Time-Out' in Supervisor Mode:
1.
Log in as the Supervisor (see How to Log in as the Supervisor on page 114 )
Press
and type 3.5.1 or select the path:
Default User Settings
Time-Out Settings
Sleep Time-Out
The Sleep Time-Out Screen appears.
121
Configuring your Mailing System
How to Change the 'Sleep Time-Out' Setting in Supervisor
Mode
| Page 122 | | |
2.
Enter the length of the 'Time-Out' Setting.
3.
Press [OK] to accept.
The Time-Out Settings Screen appears.
How to Change the 'Soft Off Time-Out' Setting in Supervisor
Mode
To change the Soft Off Time-Outs in Supervisor Mode:
1.
Log in as the supervisor (see How to Log in as the Supervisor on page 114 ), then:
Press
and type 3.5.2
Or
Select the path: Default User Settings
Out
9
The Soft Off Time-Out Screen appears.
Configuring your Mailing System
2.
Enter the length of the Time-Out Setting.
3.
Press [OK] to acccept.
The Time-Out Settings Screen appears.
122
Time-Out Settings
Soft off Time-
| Page 123 | |
9.6 Funds Warnings
Your Mailing System can also warn you that the available funds remaining in your Postage
Meter is getting low (Low-Funds Threshold).
This warning prevents you from running out of postage before or during a Job Run.
Low Funds threshold
How to Set the Low-Funds Threshold
To set a Low-Funds Threshold:
1.
Log in as the Supervisor (see How to Log in as the Supervisor on page 114 ), then
Press
and type 3.4.1
Or
Select the path: Default User Settings
threshold
Funds Settings
9
Low Funds
Configuring your Mailing System
- Enter the low-Funds warning amount
- Or if you want to disable the warning function, press [C] and enter 0.
2.
Press [OK] to validate your selection.
123
| Page 124 | | |
9.7 PIN Codes
You can set up your Mailing System to ask for a security PIN Code for your Accounts in
order to start a job run. This allows you to restrict the usage of your funds. For more
information see Postage Funds management on page 55.
How to Set/Cancel a Postage Account PIN Code
To set a Postage Account PIN Code:
1.
Log in as the Supervisor (see How to Log in as the Supervisor on page 114 ),then
Press
and type 3.4.2
Or
Select the path: Default User Settings
9
2.
Enable or disable the PIN Code.
3.
Enter the PIN code if enabled.
4.
Press [OK] to validate your PIN Code.
Configuring your Mailing System
124
Funds Settings
Funds PIN code
| Page 125 | |
9.8 Weighing Settings
Your Mailing System includes the following Weighing Settings to help you process your
mail more efficiently:
• A Default Weighing Mode
• Zeroing the Weighing Platform.
• A GEO Code Setting that corresponds to the geographical location of your Mailing
System.
Zeroing the Weighing Platform
You can reset the Weighing Platform in the following manner:
• Set to Zero: Resets the weight to zero.
• Tare: Sets the weight to zero with an additional tray on the Weighing Platform.
• Re-zero: Physically adjusts the Weighing Platform to zero.
How to Zero the Weighing Platform
9
To Zero the Weighing Platform as a User:
1.
Be sure that you are logged in as a User, then:
Configuring your Mailing System
Press
and type 2.2
Or
Select the path: Job Settings
Zero Weigh Platform
2.
Remove all items from the Weighing Platform.
3.
Press [OK] to set to Zero the Weighing Platform.
125
| Page 126 | | |
How to Tare the Weighing Platform
To Tare the Weighing Platform as a User:
1.
Be sure that you are logged in as a User, then
Press
Or
Select the path: Job Settings
zero Weigh Platform
2.
Place the item you want to tare on the Weighing Platform.
3.
Press [OK] to set the weight to zero.
How to Re-Zero the Weighing Platform in Supervisor Mode
9
To Re-Zero the Weighing Platform in Supervisor Mode:
1.
Log in as the Supervisor (see How to Log in as the Supervisor on page 114), then:
Configuring your Mailing System
Press
and type 6.1
Or
Select the path: System Settings
Zero Weigh Platform
2.
Remove all items from the Weighing Platform.
3.
Press [OK] to Re-Zero the Weighing Platform.
126
| Page 127 | |
How to Tare the Weighing Platform in Supervisor Mode
To Tare the Weighing Platform in Supervisor Mode:
1.
Log in as the Supervisor (see How to Log in as the Supervisor on page 114), then:
Press
and type 6.1
Or
Select the path: System Settings
2.
Weigh Platform Tare
Press [OK] to Tare the Weighing Platform.
GEO Code
Your Weighing Platform calculates mail piece weights that have to be corrected according
to the geographical location of your Mailing System because weights can change with the
altitude and latitude.
How to Change the GEO Code
To change the GEO code manually, follow the instructions outlined below.
Changing the GEO code modifies the weight values the Mailing
System calculates. Make sure you enter the correct GEO Code to
ensure your weights are accurate.
To change the GEO code:
1.
Log in as the Supervisor (see How to Log in as the Supervisor on page 114 ):
Press
and type 6.2
Or
Select the path: System Settings
GEO Code
127
Configuring your Mailing System
The Geodesic Code used to adjust the weight value may be entered into your system:
• Automatically with E-Services
• Manually in Supervisor Mode.
9
| Page 128 | | |
2.
See the map and table on the next pages to get the 5 digit GEO code from your location
altitude and latitude, and enter the 5 digit using the keypad.
3.
Press [OK] to validate the GEO code.
9
Configuring your Mailing System
128
| Page 129 | |
GEO Code
9
Configuring your Mailing System
129
| Page 130 | | |
9
Configuring your Mailing System
130
| Page 131 | |
9
Configuring your Mailing System
131
| Page 132 | | |
9.9 Default Impression Settings
The Default Impression Settings that can be changed include:
• Default Impression Preferences: Sets the Default Postage Rate and the Slogan
Type that is activated automatically each time a User begins to set up a Job Run.
• Automatic Date Advance: Allows you to print to a future date on your mail. This is
useful if you process mail after the last mail pickup for the day. This ensures that the
proper Date of Mailing is printed for the next day’s mail pickup.
• Printing Offset: Sets the Default Offset print position from the right edge of the
envelope.
Default Impression Settings
9
There are two Default Impression Settings that you can change as needed. These settings
include:
• The Default Slogan.
• Automatic Date Advance.
• The Default Postage Rate.
When viewing lists that appear on your screen, the check mark
Impression Setting.
indicates a Default
Configuring your Mailing System
Changing the Default Postage Rate
How to Change the Default Postage Rate
To change the Default Postage Rate:
1.
Log in as the Supervisor (see How to Log in as the Supervisor on page 114 ), then
Press
and type 3.3.3
Or
Select the path: Default User Settings
Default Rate
2.
The following message is displayed : To default a rate, press[OK].
Press [OK] to accept.
132
Default Impression Preferences
| Page 133 | |
3.
Select the Default Postage Rate using the Rate Wizard.
4.
Press [OK] to validate your selection.
See also
• Managing Postage Rates on page 152
Changing the Default Slogan
How to Change the Default Slogan
To change the Default slogan:
1.
Log in as the Supervisor (see How to Log in as the Supervisor on page 114 ):
Press
and type 3.3.2
Or
Select the path: Default User Settings
Slogans
Default Impression Preferences
9
Select the Default Slogan from the list that appears, or selectNone if you do not want
to set up a Default Slogan.
3.
Press [OK] to validate your selection.
See also
• Managing Slogans on page 150
Automatic Date Advance
The Automatic Date Advance function automatically changes the date printed on mail
pieces at the preset time to the date of the next working day. This is useful if you process
mail after the last mail pickup for the day. This ensures that the proper Date of Mailing is
printed for the next day’s mail pickup.
Example: You can set the system to change dates at 17:00 hours and set Saturdays and
Sundays to be non-working days. From Friday 17:00 hours to Sunday 23:59, the system
will print Monday's date on your envelopes.
133
Configuring your Mailing System
2.
| Page 134 | | |
How to Set the Automatic Date Advance Time
To set the Auto Date Advance Time:
1.
Log in as the Supervisor (see How to Log in as the Supervisor on page 114 ), then :
Press
and type 3.3.4
Or
Select the path: Default User Settings
Automatic Date Advance
Default Impression Preferences
The Automatic Date Advance Screen appears.
9
The second line of the screen indicates whether the function is active or not.
Configuring your Mailing System
2.
Press the Auto Date Advance key on your screen to Enabled status.
Select ON and press [OK] to enable the Auto Date-Advance function.
3.
Enter the Automatic Date Advance Time (Time cannot be set to 00:00 hours).
On the first screen, type 2 then enter the Automatic Date Advance Time (Time cannot
be set to 00:00 hours) and press [OK.]
4.
Select Working Day to gain access to Working Days Selection Screen.
On the next screen type 3, then enter the day by using the keypad to select/deselect
each day. Press [OK].
5.
Tap the Day on your Screen and press Select/Deselect to select or deselect each
day.
6.
Select the day and press Select/Deselect to select or deselect each day.
7.
Press [OK] to validate your selection.
134
| Page 135 | |
9.10 Impression Memories
Impression Memories allow you to create a preset Meter Impression that can include a
Postage Rate, and a Slogan and the Date Mode, allowing you to recall common jobs from
the memory of your Mailing System (For details, see Using Impression Memories on page
52 ).
You can create, edit, modify or delete an Impression memories.
Each Impression Memory is identified by a name and a number.
Standard Impression Memory
The table below describes the Impression Settings that make up a Standard Impression
Impression Memory.
Impression Settings
Slogan.
Postage Rate.
Account setting
Account Number (If activated).
9
Your machine can store up to 5 Impression Memories.
Configuring your Mailing System
Managing Impression Memories
How to Create an Impression Memory
To create an Impression Memory:
1.
Log in as the Supervisor (see How to Log in as the Supervisor on page 114 ):
Press
and type 4
Or
Select the path: Select Impression Memory
The list of available Impression Memories appears on the Impression Memories
Screen.
2.
Select None from your list.
3.
Press [OK] to create a new Impression memory.
4.
Enter the name of the new Impression memory, then press [OK] .
135
| Page 136 | | |
5.
Select your Impression Settings and press [OK] to validate our selections and to
display the additional settings options.
6.
Repeat the previous step until your system displays the name of the new Impression
memory in your list.
7.
You can modify any Memory Setting by using the Edit/Del function (see How to
Edit / Modify an Impression Memory on page 136)
How to Edit / Modify an Impression Memory
To edit or modify an Impression Memory:
1.
Log in as the Supervisor (see How to Log in as the Supervisor on page 114 ), then
Press
and type 4
Or
Select the path: Select Impression Memory
9
2.
Select an Impression Memory from the list displayed on your screen.
Configuring your Mailing System
3.
Press [OK] to validate your selection.
4.
Select the menu path
Edit (or type 1 )
The Impression Memory Modification Screen appears.
5.
Use the arrows to select the Impression Setting(s) you wish to edit, then press[OK]
to modify the settings.
6.
Press
to exit.
How to Delete an Impression Memory
To delete an Impression Memory:
1.
Log in as the Supervisor (see How to Log in as the Supervisor on page 114 ), then
Press
and type 4
Or
Select the path: Impression Memory
2.
Select an Impression Memory from the list displayed on your screen.
3.
Press [OK] to validate your selection.
136
| Page 137 | |
4.
Select the menu path
5.
Press [OK] to confirm that you wish to delete the Impression Memory displayed on
your screen.
Delete (or type 2 ).
9
Configuring your Mailing System
137
| Page 138 | | |
9.11 Connection Settings
To add postage or access your myEquipment E-services, your Mailing System can use
the following network connections:
• A PC Meter Link application with Internet access via a laptop or PC.
• An Internet access through a high-speed LAN (Local Area Network).
Follow the instructions below to select your preferred connection. Once you have selected
a connection method, complete the settings instructions to configure the connection.
LAN connections can only be completed if your system was
connected to the LAN at the first power-up
To initiate Server Connections using the PC-Meter Link
application, please see PC Meter Link Application on page 101
9
How to Set your Postage/E-Services Connections
To set your postage/E-Services connections:
Configuring your Mailing System
1.
Log in as the Supervisor (see How to Log in as the Supervisor on page 114 ), then:
Press
and type 9.1
Or
Select the path: Communication Settings
Postal Server Access
The Postal Server Access Screen appears.
2.
Select
Postal Server Access.
To use the PC Meter Link, select PC Meter Link and press [Ok] .
To use the LAN, select LAN and press [Ok] (or type 2 ).
To use an analog telephone line modem, select Modem and press [Ok] (or type 1 ).
3.
For further settings, see:
For more information on your For PC Meter Link settings, please see How to Set PC
Meter Link Connection on page 140 .
For details on your LAN settings, please seeHow to Set your LAN Preferences on
page 139 .
138
| Page 139 | |
LAN Settings
LAN settings can only be changed when the system is connected
to the LAN at power-up.
How to Set your LAN Preferences
To set your LAN preferences:
1.
Log in as the Supervisor (see How to Log in as the Supervisor on page 114 ), then :
Press
and type 9.2
Or
Select the path: Communication Settings
LAN Settings
9
The LAN configuration menu appears.
Select
Auto to automatically configure your LAN Setting.
Otherwise, select
Manual to set your preferences manually.
PC Meter Link Connection
Make sure the PC Meter Link application is installed on your PC
before selecting the PC Meter Link connection type, please see
your installation guide for further information.
The PC Meter Link does not work on laptop using stations.
139
Configuring your Mailing System
2.
| Page 140 | | |
How to Set PC Meter Link Connection
To set up the PC Meter Link connection:
1.
9
Configuring your Mailing System
140
Please, see PC Meter Link Application on page 101 for more details.
| Page 141 | |
9.12 Time and Date Management
Daylight Savings Time Transitions
Follow the instructions below to ensure that your system automatically adjusts to annual
time changes as they occur each year.
Time and Date Setting
As time and date are required for postage verification you cannot manually adjust the time
and date displayed on your Mailing System.
However, you can ask your system to check the time and date currently being used.
See also
• Date Correction Mode on page 37.
• Automatic Date Advance on page 133 .
9
How to Check/Adjust the Time and Date
To check/adjust the current Time and Date:
1.
Log in as the Supervisor (see How to Log in as the Supervisor on page 114 ), then
Press
and type 6.4
Or
Select the path: System Settings
2.
Date and Time
Select Audit Call to adjust the time.
The system adjusts its time if necessary and displays time and date values on your
screen.
If you are processing postage at the time the system clock adjusts
for Daylight Savings Time, your Mailing System will wait until you
are finished your job before displaying the new time.
141
Configuring your Mailing System
To check the Time and Date, make sure your system is connected
to the Neopost Postage Server. See How to Set your
Postage/E-Services Connections on page 138 .
| Page 143 | Options and Updates |
10 Options and Updates
This section describes how you can upgrade your system by adding optional functions.
10.1
Overview .........................................................................145
How to Access the Options and Updates Menu ........................................145
10.2
Using your Mailbox ........................................................146
How to Read Messages ............................................................................146
How to Read Messages ............................................................................146
How to Delete Messages ...........................................................................147
How to Delete Messages ...........................................................................147
10.3
Managing Options .........................................................148
How to Display Options .............................................................................148
How to Load a New Option ........................................................................149
10.4
Managing Slogans .........................................................150
How to Display the Slogans List ................................................................150
How to Modify or Delete a Slogan .............................................................151
How to Download New Slogans ................................................................151
10.5
Managing Postage Rates ..............................................152
How to Check your Rate File Updates .......................................................152
How to Download a New Rate File ............................................................153
10.6
Updating System Software ...........................................154
How to Update your System Software .......................................................154
143
| Page 145 | |
10.1 Overview
You can enhance the functionality of your Mailing System by:
• Updating Postage Rates.
• Downloading custom Slogans.
To update your Mailing System's Operating System, see
myEquipment E-Services on page 89 .
Follow the instructions below to add extra options as needed.
How to Access the Options and Updates Menu
1.
Log in as the Supervisor (see How to Log in as the Supervisor on page 114 ), then
Press
and type 8
Or
10
Select the path: Options and Updates
Options and Updates
The Options and Updates Menu appears.
145
| Page 146 | | |
10.2 Using your Mailbox
Your Mailing System includes an e-mailbox that allows you to receive messages directly
from your system or from our Customer Service Centre via the E-Services Server.
If the envelope icon (
) appears on the right side of your Home Screen, as shown
below, this means that your Mailbox contains unread messages.
How to Read Messages
To read messages as a User:
1.
Log in as a User, then
Select
or
Press
on display, or
and type 8
Or
10
Select the path:
Mailbox
Options and Updates
The Mailbox Screen appears.
2.
Select the message to read and press [OK] .
3.
Select Open to read the message.
How to Read Messages
To read messages in Supervisor Mode:
1.
Log in as the Supervisor (See How to Log in as the Supervisor on page 114 ), then
Press
and type 1
Or
Select the path:
Mailbox
The Mailbox Screen appears.
2.
Select the message and press [OK] .
3.
Select Open to read the message.
146
| Page 147 | |
How to Delete Messages
To delete messages as a User:
1.
Log in as a User, then
Press
and type 8
Or
Select the path: Mailbox
The Mailbox Screen appears.
2.
Select the message to be deleted and press [OK] .
3.
Select Delete Message to erase the message.
How to Delete Messages
To delete messages in Supervisor Mode:
1.
Log in as the Supervisor (see How to Log in as the Supervisor on page 114 ), then
Press
and type 1
Options and Updates
Or
Select the path:
10
Mailbox
The Mailbox Screen appears.
2.
Select a message to be deleted and press [OK] .
3.
Select Delete Message to erase the message.
147
| Page 148 | | |
10.3 Managing Options
Reviewing theOptions List
How to Display Options
The Options List provides you with a listing of all of the options that are available on your
Mailing System and indicates the options that are activated.
For more information about the options you can add to your Mailing
System, please contact our Customer Service Centre or your
authorized Neopost Dealer.
To display the Options List:
1.
Log in as the Supervisor (see How to Log in as the Supervisor on page 114 ), then
Press
10
and type 8.1
Or
Select the path:
Options and Updates
Option List
Options and Updates
The Options List Screen appears.
2.
148
To display the details of a particular option, select the option you wish to view and
press [OK] .
| Page 149 | |
Activating New Options
How to Activate New Options
You can activate new options by connecting your Mailing System to the E-Services Server.
Once connected your new options are automatically downloaded into your Mailing System
and activated.
Contact the Neopost Customer Service Centre to have a new option
added to your Mailing System.
How to Load a New Option
To load a new option that is ready for downloading from the EServices Server:
1.
Make sure that your Mailing System is connected to a Network (See Connections on
page 17 ) and that the connection is properly configured (See Connection Settings
on page 138 ).
2.
Select Check for updates. This command will trigger a call to the E-Services Server.
The call is made and your option is downloaded. See Manual Calls on page 93 .
3.
After the call, you can display your installed options to make sure the download was
successfully completed. See How to Display Options on page 148 .
10
Options and Updates
149
| Page 150 | | |
10.4 Managing Slogans
Slogans are images that you can add to the left-hand side of a Meter Impression.
To help you manage your Slogans, your Mailing System:
• Displays a list of all of your Slogans on your Screen.
• Allows you to add, modify and delete Slogans as needed.
How to Display the Slogans List
Displaying the List of available Slogans
The Slogans List displays all the Slogans that are currently installed on your Mailing System.
Any Slogan appearing with a check mark
is the active Default Slogan.
See also
• How to Change the Default Slogan on page 133
To display the list of your Slogans:
1.
10
Log in as the Supervisor (see How to Log in as the Supervisor on page 114 ), then
Press
and type 8.3
Or
Select the path:
Option and Updates
Update Slogans
Options and Updates
The list of Slogans currently installed on your system is displayed in the Slogan
Management Screen.
Modifying the Slogans List
Follow the instructions below to change the menu name of a Slogan or to remove a Slogan
from the Slogans List.
150
| Page 151 | |
How to Modify or Delete a Slogan
To modify or delete a Slogan:
1.
Display the Slogans List (See How to Display the Slogans List on page 150 ).
2.
Select a Slogan and press [OK] .
The Slogan Management Menu appears.
To change the name of a Slogan:
1.
Select Edit .
2.
Change the Slogan Name using the keypad and press [OK] .
The system updates your Slogans List to reflect the changes.
To delete a Slogan:
1.
Select Delete .
The system asks for confirmation.
2.
Press [OK] to confirm the delete of the selected Slogan.
The system updates the Slogans List to reflect the changes.
10
How to Download New Slogans
Downloading Slogans
1.
Display your Slogans List (See How to Display the Slogans List on page 150 ).
2.
Select
Check for Updates and press [OK] .
Your Mailing System connects to the E-Services Server and downloads a Slogan that
has been made available on the Server.
151
Options and Updates
Follow the instructions below to download a Slogan to your Mailing System.
To download a new Slogans:
| Page 152 | | |
10.5 Managing Postage Rates
Your Mailing System uses Postage Rates to calculate the postage amount for each piece
of mail your process.
To ensure that your Postage Rates are always up to date, your Mailing System can:
• Display a list of all Postage Rates that are on your system and see which Rate(s)
are currently being used
• Download new Postage Rate files as needed.
NewRate Files are automatically downloaded into your Mailing
System by connecting your Mailing System to the E-Services
Server. See How to Load a New Option on page 149 .
Displaying Postage Rates Files
The Rate File List displays all Postage Rate Files that are currently installed on your Mailing
10
System. Any Rate File appearing with a check mark
is the active Rate File that contains
the Postage Rates you are currently using to calculate your postage.
Rate Files will become active automatically on their effective date.
Options and Updates
How to Check your Rate File Updates
To display the list of Postage Rate Files:
1.
Log in as the Supervisor (See How to Log in as the Supervisor on page 114 ):
Press
and type 8.4
Or
Select the path:
Options and Updates
Rate Management
The Rate File List appears in the Rate Management Screen.Your Rate Files are listed
by the effective date of each file.
152
| Page 153 | |
Downloading New Postage Rate Files
Follow the instructions outlined below to complete a download of a new Rate File.
How to Download a New Rate File
To download a new Rate File:
1.
Display the Rate File List (See How to Check your Rate File Updates on page 152
above).
2.
Select
Check for Updates and press [OK] .
Your Mailing System connects to the E-Services Server and downloads any available
Rate Files.
10
Options and Updates
153
| Page 154 | | |
10.6 Updating System Software
Occasionally it will be requested that you download new software for your Mailing System.
The software package you receive may include feature enhancements and/or software
updates.
When a software update is required, you will receive notification from our Customer Service
Centre, informing you that you should perform a software download. When you are ready
to download the new software package, be sure to log in as the Supervisor, so that you
can connect to the E-Services Server.
Updating Procedure
To check for available updates:
• Perform a call to the E-Services Server (See How to Call the E-Services Server
Manually as the Supervisor on page 94 ).
• After the call has been completed, your Mailbox will contain a message indicating
that a software download is available. To open your Mailbox and review your
messages, please see How to Read Messages on page 146 ).
10
Follow the instructions outlined below to update your Mailing System Software.
How to Update your System Software
To update your system’s software:
Options and Updates
1.
Log in as the Supervisor (See How to Log in as the Supervisor on page 114 ), then
Press
and type 10.5
Or
Select the path: E-Services
2.
Select the file to download.
3.
Select Detail of Download .
4.
Choose Now or Later :
Server Loading List
Now connects immediately to the E-Services Server and downloads the software file.
Later schedules the download at a proposed date and time. When the scheduled date
and time arrives, your system automatically calls the E-Services Server to begin
downloading the file.
154
| Page 155 | |
After downloading
Once the file is downloaded your Mailing System will indicate that it has to be re-started.
1.
Disconnect and reconnect the Mailing System power cord (See Connections on page
17 ).
After restarting, the Mailing System will call the server again to confirm your installation
information.
Your Mailing System is now ready for use with the new software.
No information will be lost during the updating process: your data
and settings will remain unchanged.
10
Options and Updates
155
| Page 157 | Maintaining your Mailing System |
11 Maintaining your
Mailing System
This section contains important information about the maintenance of your mailing system
in order to keep it in good condition.
11.1
Maintaining your Ink Cartridge .....................................159
How to Display the Ink Level and Cartridge Data ......................................160
How to Display Ink Level and Cartridge Data ............................................160
How to Align the Print Heads .....................................................................161
How to Clean the Print Head Automatically ...............................................163
How to Clean the Print Head Automatically ...............................................163
How to Clean the Print Head Manually ......................................................163
How to Change the Ink Cartridge ..............................................................164
11.2
Maintenance Processes ................................................166
How to Run the Installation Wizard ............................................................166
157
| Page 159 | |
11.1 Maintaining your Ink Cartridge
About the Ink Cartridge
The Ink Cartridge for printing is located underneath the Weighing System and contains
fluorescent red ink that has been tested and approved by the Canada Post.
The Ink Cartridge uses ink jet technology. It requires the print head nozzles to be cleaned
regularly to provide a good printing quality. The system performs cleaning automatically or
on your request. You can also clean the head manually if the automatic cleaning is not
sufficient.
Your Ink Cartridge also contains a Print Head that has to be aligned periodically to ensure
a high quality impression is printed.
If you observe poor print quality (streaking, too light, blurred, etc.),
see Cleaning the Printing Head on page 162 .
Ink Cartridge Maintenance
This section explains how to:
• Check the ink level in your cartridge to make sure you will not run out of ink.
• Align the print heads.
• Complete an automatic cleaning of the Print Heads.
• Clean the Print Heads manually.
• Change the Ink Cartridge.
11
Maintaining your Mailing System
Note: the term 'Print Headset' is also used to refer to the Ink Cartridge.
159
| Page 160 | | |
Displaying Ink Level and Cartridge Data
You can view a variety of Ink Cartridge data, including:
• Amount of Ink consumed (displayed as a percentage value).
• Ink Color.
• Cartridge Status (present or not present).
• Date the Cartridge was first used.
Also check the Best Before date on the Cartridge box.The warranty
on the Cartridge has expired once the best before date is reached.
How to Display the Ink Level and Cartridge Data
To display Ink Cartridge data as a User:
1.
The Ink Cartridge Information screen appears.
The Ink Cartridge Information screen appears.
11
Maintaining your Mailing System
How to Display Ink Level and Cartridge Data
To display the Ink Level and the Cartridge Data:
1.
Log in as the Supervisor (See How to Log in as the Supervisor on page 114 ):
Press
and type 7.2.1
Or
Select the path:
Maintenance
Cartridge
The Ink information Screen appears.
160
Ink Information
| Page 161 | |
Setting the Print Head Alignment
Aligning the Print Heads is required if there is a gap between the top and the bottom of the
impression.
Your Mailing System requires the Print Heads to be aligned each
time you change the Ink Cartridge.
How to Align the Print Heads
To align the Print Heads:
1.
Log in as the Supervisor (See How to Log in as the Supervisor on page 114 ), then
Press
11
and type 7.2.3 or select the path:
Maintenance
Ink Cartridge
Headset Alignment
Maintaining your Mailing System
The Set Headset Alignment Screen appears.
161
| Page 162 | | |
2.
Press[OK] and place a piece of paper in the mail path.
The system will print a test pattern.
The Set Headset Alignment Screen appears.
11
Maintaining your Mailing System
3.
Observe the pattern and use the up/down keys to select the letter that corresponds
to the straightest and complete vertical line (here G or H ).
4.
Press [OK] to validate.
5.
Press
to go back to the Ink Cartridge menu after alignment is completed.
Cleaning the Printing Head
If your Meter Impression do not look sharp and clear, clean the Print Heads to restore your
print quality.
If the printing head has to be cleaned too often, change the automatic cleaning interval as
indicated.
162
| Page 163 | |
How to Clean the Print Head Automatically
To clean the Print Head automatically as a User:
1.
The cleaning process starts automatically.
The cleaning process starts automatically.
How to Clean the Print Head Automatically
To clean the Print Heads automatically as the Supervisor:
1.
Log in as the Supervisor (See How to Log in as the Supervisor on page 114 ), then
Press
and type 7.2.2
Or
Select the path: Maintenance
Ink Cartridge
Cleaning Process
The cleaning process starts automatically.
11
Manual Cleaning
If automatic cleaning is not sufficient, you can also clean the Print Head manually.
To clean the Print Head manually:
1.
Open the Base Cover.
2.
Remove the Ink Cartridge (See How to Change the Ink Cartridge on page 164 ).
3.
Clean the Print Heads with a soft damp cloth.
4.
Put the Ink Cartridge back in place.
Close the Base Cover.
163
Maintaining your Mailing System
How to Clean the Print Head Manually
| Page 164 | | |
Changing the Ink Cartridge
The Power cord must be plugged in to move the Ink Cartridge to
the 'replacement' position.
How to Change the Ink Cartridge
To change the Ink Cartdridge as a user:
Press
and type 12.3
Or
Select the path: Cartridge>Headset Replacement
1.
To change the Ink Cartridge in Supervisor Mode, see How to Log in as the Supervisor
on page 114 then,
Press
and type 7.2.4
11
Or
Maintaining your Mailing System
The cartridge moves to the 'replacement' position, and the following message appears:
Select the path:
Maintenance
Cartridge
Headset Replacement
2.
Open the Cover, by pulling it towards you from the top left.
Pull on the left side of the blue lever, to unlock the cartridge.
164
| Page 165 | |
3.
Pull the cartridge towards you to disengage it.
4.
Remove the protective strips from the new Ink Cartridge.
5.
11
Insert the new Ink Cartridge, and then push it forward.
6.
Maintaining your Mailing System
Put the blue lever back into place.
7.
Close the Cover.
8.
Press [OK] to complete the process.
165
| Page 166 | | |
11.2 Maintenance Processes
Running the Installation Wizard
Initiating the Installation Wizard should only be done upon request from the Neopost
Customer Service Centre or by an authorized Neopost Service Technician. Make sure that
your Mailing System is connected to a Telephone Line or to a LAN before initiating the
Installation Wizard.
How to Run the Installation Wizard
To run the Installation Wizard:
1.
Log in as the Supervisor (see How to Log in as the Supervisor on page 114 ), then
Press
and type 7.4
Or
Select the path:
11
Maintenance
Processes
A confirmation message appears.
Maintaining your Mailing System
2.
Press [OK] .
3.
Select Installation Process (or type 1 )
4.
Enter or select the required Installation Preferences on each screen and press [OK]
.
5.
Press [OK] to complete the installation process and return to the Supervisor Main
Menu.
166
| Page 167 | |
Running the Installation Wizard
After installing your Mail System, you will want to add Funds to your Postage Meter. So
you can begin to process mail. See Adding Funds on page 59
11
Maintaining your Mailing System
167
| Page 169 | Troubleshooting |
12 Troubleshooting
This section helps you solve problems you may encounter while using your mailing system.
12.1
12.2
Weighing Problems .......................................................171
Diagnostics and System Data ......................................173
How to Access Diagnostic Data ................................................................174
How to Display Software Data ...................................................................174
How to Display Hardware Data ..................................................................175
How to Display the Events Lists ................................................................175
How to Display the System Counter Data .................................................176
169
| Page 171 | |
12.1 Weighing Problems
Your Weighing Device does not Weigh Properly
If your Mailing System is not displaying the correct weight, complete the following actions
to correct the problem.
Be sure to check your Weighing Device as follows.
Display – – g indicates a weighing error.
Check the weighing device as follows.
Possible causes
Actions
The Weighing Device is not select- Repeat the Weighing Mode selection instructions (see
ed.
Choosing a Weighing Mode on page 46).
There are vibrations or air drafts in Use a solid and steady table that is:
the weighing area.
• Away from any doors.
• Away from any fans.
Something is touching or laying on Clear the weighing zone and re-zero the Weighing
the Weighing Platform.
Platform (See Weighing Settings on page 125 ).
12
The Weighing Platform zero is not Repeat the Weighing Platform zeroing instructions
correct.
(seeWeighing Settings on page 125 ).
Remove item and Press [OK] to clear the error
message.
Press the [Rate] key and select a Postage Rate
that can accommodate the weight of the item
your are trying to process.
(Example: Select Shipping rate if the rate you
were using was a Letter).
3.
Press lightly on the Weigh Platform to establish
the weight and the postage amount using the
new rate.
171
Troubleshooting
You have placed a package on the 1.
platform that is too heavy for the
rate selected.
2.
| Page 172 | | |
Possible causes
Actions
Weight of the items on the Weighing 1.
Platform has exceeded the maximum capacity of the Weighing Plat2.
form.
Remove the item and if possible, use a different
device to weigh it.
Use Manual Weight Entry Mode to enter the
weight of your item.
To avoid weighing errors, make sure there are no items on your
Weighing Platform when you start your system.
12
Troubleshooting
172
| Page 173 | |
12.2 Diagnostics and System Data
Access to Diagnostics Data allows you to find the root cause of a system error or a
breakdown that may occur during the life of your system.
To retrieve this data, your system will perform a variety of tests to diagnose a problem and
generate a corresponding report.
Running Diagnostics Data and generating system reports should only be performed by a
certified Neopost Service Technician.
Diagnostics
In order to gain access to all of your Diagnostic Data, you must first log into the system as
the Supervisor.
No.
Diagnostic Type
Comments
1
Ping Server
Sends a message to a server (if connected) to check
the connection.
2
Base Sensors Status
Reports the status ([0] or [1]) of the sensors below:
Mail inserted Sensor.
• Top Seal
The screen displays, successively, a black bar without text, then text.
Keypad
Displays “Key Ok” if there are no issues with your
Keypad .
USB Ports
Checks the connectivity of both USB Ports (need
USB keys to complete this test).
Serial Connectors
Checks the connectivity of your Serial Port.
Modem Self Test
Checks the status of your Modem.
Ping Tool
Checks your LAN Address.
IP Configuration Checker Checks the status of your LAN connection.
173
12
Troubleshooting
Display
| Page 174 | | |
How to Access Diagnostic Data
To gain access to Diagnostic Data:
1.
Log in as the Supervisor (See How to Log in as the Supervisor on page 114), then:
Press
and type 7.3
Or
Select the path:
Maintenance
Diagnostics
2.
Press [OK] to start the Diagnostic testing. The list of tests that can be run appears.
3.
Select a test to run from the list displayed on your screen.
System Data
12
You can access various types of system data that include:
• Software (Meter#, Loader, OS, PACK, XNDF DATA, language, variant).
• Hardware (system) Data (P/N of the Base and the Postage Meter).
• A list of system events that have occurred during the operation of your system (Base
Errors, Postage Meter events and Server Connection History).
• System Counter Data.
How to Display Software Data
Troubleshooting
To display Software Data:
1.
Log in as a Supervisor (See How to Log in as the Supervisor on page 114 ), then
Press
and type 7.1.1
Or
Select the path:
2.
174
Maintenance
System Info
Software Information
Your system’s Software Data appears on the screen..
| Page 175 | |
How to Display Hardware Data
To display Hardware Data:
1.
Log in as the Supervisor (See How to Log in as the Supervisor on page 114 ), then
Press
and type 7.1.2
Or
Select the path:
2.
Maintenance
System Info
Hardware Information
Your system’s Hardware Data appears on the screen.
How to Display the Events Lists
To display the Event Lists:
1.
Log in as the Supervisor (See How to Log in as the Supervisor on page 114 ), then
Press
and type 7.1.3
Or
Select the path:
Maintenance
System Info
12
Event List
Select the Base Events List (or type 1 ) or the
the Server connection History (or type 3 )
Meter Events List (or type 2 ) or
3.
Press [OK] to validate your selection.
4.
The system displays the selected list in a table that includes:
- The Code of the event.
- The Date the event occurred.
- The Cycles Count when the event occurred.
- The Description.
- The Category.
5.
Note the Code and contact the Neopost Customer Service Centre or your authorized
Neopost Dealer.
175
Troubleshooting
2.
| Page 176 | | |
How to Display the System Counter Data
To display the System Counter Data:
1.
Log in as the Supervisor (See How to Log in as the Supervisor on page 114 ), then
Press
and type 7.1.4
Or
Select the path:
2.
12
Troubleshooting
176
Maintenance
System Info
The system displays your Counter data.
Counters
| Page 177 | Specifications |
13 Specifications
This section contains details on the technical specifications of your Mailing System.
13.1
Mail Specifications ........................................................179
13.2
Technical Specifications ...............................................180
13.3
Weighing Plateform (optional) ......................................181
177
| Page 179 | |
13.1 Mail Specifications
Envelope Specifications
Envelope Dimensions
Your mailing system can handle envelope & flap sizes as illustrated below (note: the
illustration is not drawn to scale) .
13
0.2 mm
Max
Specifications
Min
8 mm
179
| Page 180 | | |
13.2 Technical Specifications
Base Dimensions (mm) (Width x Length x Height)
• 225 mm x 316 mm x 200 mm
Base Weight
• 3,8 kg
Power
• Frequency: 60 Hz
• Max. current rating (full configuration): 0.4 A
• Power supply: 100 to 240 V (+/- 10%) 2 poles with EARTHED circuit
(up to standards NFC15-100)
13
Specifications
180
| Page 181 | |
13.3 Weighing Plateform (optional)
Max capacity: 3 kg
13
Specifications
181
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