MAIL360 Data Manager™ · To ingest an MPDF: 1. Navigate to the appropriate sub-folder in the ....

$Page 1: MAIL360 Data Manager™ · To ingest an MPDF: 1. Navigate to the appropriate sub-folder in the . mpdf-hotfolder. Following is the default directory . location: C:\Group 1 Data\MAIL360$
MAIL360 Data Manager™

Release 3.0.0 User’s Guide

Information in this document is subject to change without notice and does not represent a commitment on the part of the vendor or its representatives. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, without the writtenpermission of Pitney Bowes Software Inc., One Global View, Troy, New York 12180-8399.

© 2009 - 2015 Pitney Bowes Software

All rights reserved. Group 1 and the Group 1 logo are registered trademarks of Pitney Bowes Software. Pitney Bowes and “Engineering the flow ofcommunication” are registered trademarks of Pitney Bowes, Inc. All other marks are trademarks or registered trademarks of their respective owners.

Pitney Bowes Software holds a non-exclusive license to publish and sell ZIP + 4® databases on optical and magnetic media.

The following trademarks are owned by the United States Postal Service®: CASS, CASS Certified, DPV, eLOT, FASTforward, First-Class Mail, Intelligent Mail, LACSLink, NCOALink, PAVE, PLANET Code, Postal Service, POSTNET, Post Office, RDI, SuiteLink, United States Postal Service, Standard Mail, United States Post Office, USPS, ZIP Code, and ZIP + 4. This list is not exhaustive of the trademarks belonging to the Postal Service.

Pitney Bowes Software is a non-exclusive licensee of USPS® for NCOALink® processing.

Prices for Pitney Bowes Software products, options and services are not established, controlled or approved by USPS® or United States Government. When utilizing RDI™ data to determine parcel-shipping costs, the business decision on which parcel delivery company to use is not made by the USPS® or United States Government.

Do you have a product idea? Go to pbinsight.force.com/pbideas and select your product on the left side of the page.

Pitney Bowes SoftwareDocumentation Team [email protected]

One Global View Troy, New York [email protected] or http://go.pbinsight.com/online-case-managementSupport: +1 (800) 367.6950Sales: +1 (800) 327.8627

www.pb.com/software/

Canada: Phone: +1 (416) 594.5200Fax: +1 (416) 594.5201

Technical Support: +1 (518) 285.7283Technical Support Fax: +1 (518) 285.6080www.pitneybowes.ca/software/

http://pbinsight.force.com/pbideas

http://go.pbinsight.com/online-case-management

http://go.pbinsight.com/online-case-management

http://www.pb.com/software/

http://www.pbinsight.ca

http://www.pitneybowes.ca/software/

mailto:[email protected]

Table of Contents

Chapter 1: Getting Started with MAIL360 Data Manager™ . . . . . . . . . . . . . . . . . . 5

What Is MAIL360 Data Manager™? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

Uploading Input Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

Ingesting a Job. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

Ingesting an MRDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

Ingesting an MPDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

Chapter 2: Working with the MAIL360 Data Manager™ User Interface (UI) . . . . . 9

Introduction to the MAIL360 Data Manager™ User Interface . . . . . . . . . . . . . . . . . . . .10

Logging In to the User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10

Changing Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

Searching for Mailpieces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

Tracking Mailpiece Production . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12

Tracking Mailpiece Delivery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

Exporting the Search Results to PDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

Emailing Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

Working With Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22

Searching for Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22

Searching for Job Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24

Working with Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26

Viewing the Job ACS Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27

Viewing the Job Summary Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28

Viewing the Job Status Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28

Viewing the Delivery Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

Viewing the Change of Address (COA) Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30

Viewing the Undeliverable as Addressed (UAA) Report . . . . . . . . . . . . . . . . . . . . . . . .31

Viewing the Days in System Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32

Viewing the USPS Performance Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

Viewing the Remittance Summary Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34

Viewing the Mailpiece Production Audit Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34

Viewing Reports in the Report Inbox . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35

Working with Mail.dat® Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36

Release 3.0.0 1 MAIL360 Data Manager™ User’s Guide

Searching for Mail.dat® Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36

Adding a Mail.dat® File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37

Chapter 3: Working with the MAIL360 Identity Server User Interface . . . . . . . . 39

Accessing the MAIL360 Identity Server User Interface . . . . . . . . . . . . . . . . . . . . . . . . .40

Working with Users. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41

Creating a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41

Managing Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42

Changing your Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43

Working with Organizations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44

Creating an Organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44

Managing Organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45

Working with Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46

Creating a Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46

Managing Group Access Rights. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46

Managing Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47

Associating Users with a Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48

Working with Business Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49

Creating a Business Role. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49

Managing Business Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51

Deleting Business Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51

Updating Business Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52

Chapter 4: Working with MAIL360 Diagnostic Utility . . . . . . . . . . . . . . . . . . . . . . 53

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54

System Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54

Using the MAIL360 Diagnostic Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54

Appendix A: MAIL360 Data Manager™ Report Formats . . . . . . . . . . . . . . . . . . . 57

Introduction to MAIL360 Data Manager™ Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . .58

Job Summary Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59

Job Summary Report Header . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60

Job Summary Report Deliveries Chart. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60

Job Summary Report Delivery Statistics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60

Job ACS Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61

Job ACS Report Header . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61

JOB ACS Report Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .62

Delivery Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .63

Job Status Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64

Outbound Delivered Mailpieces Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64

Outbound Undeliverable Mailpieces Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65

Outbound Spoiled Mailpieces Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .66

Inbound Delivered Mailpieces Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .67


Postal Activity Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68

Change of Address (COA) Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .68

Undeliverable as Addressed (UAA) Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69

Days in System Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .70

USPS Performance Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71

Remittance Summary Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72

Mailpiece Production Audit Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .73

Appendix B: Input File Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

About the Input File Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76

Job File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76

MRDF (Mail Run Data File) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .78

MPDF (Mailpiece Data File) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80

Appendix C: Text Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

About the Text Search Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82

Chapter GL: Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87



1
Getting Started with MAIL360 Data Manager™
In this chapter:

What Is MAIL360 Data Manager™? . . . . . . . . . . . . . . . . . . . . . . . 6 Uploading Input Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Ingesting a Job . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Ingesting an MRDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Ingesting an MPDF . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

What Is MAIL360 Data Manager™?

What Is MAIL360 Data Manager™?

For up-to-date information on the Intelligent Mail® barcode, please refer to the USPS® site: ribbs.usps.gov/

MAIL360 Data Manager™, part of the MAIL360 open-system platform, allows users to submit and track mailpiece delivery based on their Intelligent Mail® barcodes. MAIL360 Data Manager™ also allows users to submit and track mailpiece production. It provides the following functionality:

• Mailpiece submission for the USPS® Start-the-Clock, Address Change Service (ACS™) and IMb Tracing™ (Confirm®)

• Mail.dat® submission for spoilage tracking and reporting

• Outbound and inbound mailpiece tracking and reporting

• Mailrun data submission for mailpiece production (preparation) tracking

• Mailpiece delivery tracking information archival in EngageOne™ Vault

These features are configurable based on your business requirements. For more information, refer the MAIL360 Data Manager™ Installation and Administration Guide.

For information about MAIL360 Data Manager™ components and how they interact, refer MAIL360 Data Manager™ Operations Guide.

Uploading Input Files

The Upload Input File feature allows you to upload an input file in the MAIL360 Data Manager™ system. This feature can process the following input files to capture the mailpiece tracking (postal and production) information:

1. MAIL360 Job: This is a line-sequential, fixed-field flat (*.txt) file that describes your mailing to MAIL360 Data Manager™. Postal tracking information coming from USPS® via MAIL360 Hub is matched against the mailpiece records available in this file. For information about the file format, refer Job File.

2. MRDF (Mail Run Data File): This is a fixed length file that provides information about the mailpieces included in a mailpiece production run. The file contains information, such as account identifier, recipient name, and IMb. MAIL360 Data Manager processes only a set of mandatory and optional fields provided in an MRDF mailpiece record (refer MRDF (Mail Run Data File)).

3. MPDF (Mailpiece Data File): This is a semicolon delimited file that provides information generated during a mailpiece production run. This file contains information, such as production process (print/insert), production facility name, machine (printer/inserter) name, and operator name. In the file, first row contains the header for each column delimited by semicolon and the following rows contain the values for those headers, delimited by semicolon. MAIL360 Data Manager processes only a set of mandatory and optional fields provided in this file (refer MPDF (Mailpiece Data File)).


http://ribbs.usps.gov/OneCodeSOLUTION/IMB_Resource_Guide.pdf

Chapter 1: Getting Started with MAIL360 Data Manager™ Uploading Input Files

4. Mail.dat®: This is a data format standard that can be used for communicating information about the composition of a mailing (MAIL360 Job). For more information about this file, refer Working

with Mail.dat® Files.

5. Postal scans: These files provide mailpiece delivery tracking information. MAIL360 Hub (hosted by Pitney Bowes) receives these files from the USPS® and provides to your MAIL360 Data Manager instance. MAIL360 Data Manager™ processes the following type of postal scans:

• Start-the-Clock

• Address Change Service™ (ACS™)

– Change-of-Address (COA)

– Undeliverable-as-Addressed (Nixie)

• IMb Tracing™ (Confirm®)

You are recommended to ingest these files in the order they have been described above. If you do not ingest files in the recommended order, the records are not linked/matched appropriately. How to rematch those records, refer MAIL360 Data Manager™ Operations Guide.

For information on how MAIL360 Data Manager™ components process these files and how to resolve any issues while processing, refer MAIL360 Data Manager™ Operations Guide.

How to configure the mandatory/optional fields of the MRDF and MPDF files, refer MAIL360 Data Manager™ Installation and Administration Guide.

How to ingest (process) a MAIL360 Job, an MRDF, and an MPDF file, refer Ingesting a Job, Ingesting an MRDF, and Ingesting an MPDF respectively.

How to ingest a Mail.dat®, refer Adding a Mail.dat® File.

The application automatically downloads the postal scan files from the MAIL360 Hub for further processing. You do not need to manually ingest those files in the application.

Ingesting a Job

You are recommended to ingest a job at least 2-3 days before the actual induction date of the corresponding mailpieces in the USPS® facility.

To ingest a job:

1. Navigate to the jobs-hotfolder. Following is the default directory location:

C:\Group 1 Data\MAIL360 Data Manager\jobs-hotfolder

2. In the jobs-hotfolder, place one or more job files that you want to ingest by using FTP or by copying manually.

3. The MAIL360 application continuously polls the jobs-hotfolder at a configurable frequency. Once the job is available in the jobs-hotfolder, the application initiates the processing.


Uploading Input Files 4. To verify processing status of a job file, refer Working With Jobs. Once successfully processed,

the electronic information about the mailpieces is saved in the system.

Once you ship the corresponding physical mailpieces to USPS®, your MAIL360 Data Manager™ will start receiving the delivery tracking information. To track mailpieces and generate standardized postal activity and mailpiece data reports, refer Working with the MAIL360 Data Manager™ User Interface (UI).

Ingesting an MRDF

To ingest an MRDF:

1. Navigate to the appropriate sub-folder in the mrdf-hotfolder. Following is the default directory location:

C:\Group 1 Data\MAIL360 Data Manager\mrdf-hotfolder\<sub-folder>

In the mrdf-hotfolder, how to configure sub-folders, refer the MAIL360 Data Manager™ Installation and Administration Guide.

2. In the sub-folder, place the MRDF by using FTP or by copying manually.

3. The application continuously polls the mrdf-hotfolder at a configurable frequency. Once the MRDF is available in the sub-folder, the application initiates the processing.

4. Once successfully processed, the information about the mailpieces to be prepared in a mail production facility is saved in the system.

After this, you can start ingesting the associated MPDF files containing the mail production events. The application will process those MPDF files and match the production events with the corresponding MRDF records. To track mailpiece production and generate production audit reports, refer Working with the MAIL360 Data Manager™ User Interface (UI).

Ingesting an MPDF

To ingest an MPDF:

1. Navigate to the appropriate sub-folder in the mpdf-hotfolder. Following is the default directory location:

C:\Group 1 Data\MAIL360 Data Manager\mpdf-hotfolder\<sub-folder>

In the mpdf-hotfolder, how to configure sub-folders, refer the MAIL360 Data Manager™ Installation and Administration Guide.

2. In the sub-folder, place the MPDF by using FTP or by copying manually.

3. The application continuously polls the mpdf-hotfolder at a configurable frequency. Once the MPDF is available in the sub-folder, the application initiates the processing.

4. Once successfully processed, the mailpiece production information is matched with the corresponding MRDF record and saved in the system.


2
Working with the MAIL360 Data Manager™ User Interface (UI)
In this chapter:

Introduction to the MAIL360 Data Manager™ User Interface . . . . . 10 Logging In to the User Interface. . . . . . . . . . . . . . . . . . . . . . . . . 10 Changing Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Searching for Mailpieces . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Tracking Mailpiece Production . . . . . . . . . . . . . . . . . . . . . . 12 Tracking Mailpiece Delivery . . . . . . . . . . . . . . . . . . . . . . . . 14 Exporting the Search Results to PDF . . . . . . . . . . . . . . . . . . 20 Emailing Search Results . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Working With Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Searching for Jobs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Searching for Job Files . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Working with Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Viewing the Job ACS Report. . . . . . . . . . . . . . . . . . . . . . . . 27 Viewing the Job Summary Report . . . . . . . . . . . . . . . . . . . . 28 Viewing the Job Status Report . . . . . . . . . . . . . . . . . . . . . . 28 Viewing the Delivery Report . . . . . . . . . . . . . . . . . . . . . . . . 29 Viewing the Change of Address (COA) Report . . . . . . . . . . . 30 Viewing the Undeliverable as Addressed (UAA) Report . . . . . 31 Viewing the Days in System Report . . . . . . . . . . . . . . . . . . . 32 Viewing the USPS Performance Report . . . . . . . . . . . . . . . . 33 Viewing the Remittance Summary Report. . . . . . . . . . . . . . . 34 Viewing the Mailpiece Production Audit Report . . . . . . . . . . . 34 Viewing Reports in the Report Inbox . . . . . . . . . . . . . . . . . . 35

Working with Mail.dat® Files . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Searching for Mail.dat® Files . . . . . . . . . . . . . . . . . . . . . . . 36 Adding a Mail.dat® File . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Introduction to the MAIL360 Data Manager™ User Interface

Introduction to the MAIL360 Data Manager™ User Interface

The MAIL360 Data Manager™ User Interface (UI) offers mailpiece search and data management features. These are accessible through the following tabs at the top of the screen:

• Mailpiece (refer "Searching for Mailpieces” on page 12)

• Job (refer “"Working With Jobs” on page 22”)

• Reports (refer "Working with Reports” on page 26)

• Data Management (refer "Working with Mail.dat® Files” on page 36)

• Report Inbox (refer "Viewing Reports in the Report Inbox” on page 35)

The following sections will describe these options and their associated screens in more detail.

Logging In to the User Interface

1. Using the Web browser, open the MAIL360 Data Manager™ URL. The current version of MAIL360 Data Manager™ Web User Interface supports Internet Explorer version 7.0.

URL format - http://servername/DataManagerweb/

2. On the Log In screen, complete the following information:

• User Name - your domain account’s user name

• Password - your password

3. Click SIGN IN. MAIL360 Data Manager™ displays the Home page.


http://servername/DataManagerweb

Chapter 2: Working with the MAIL360 Data Manager™ User Interface (UI) Changing Password

Alternatively, if you have not configured OpenAM for authentication and authorization, use the following URL format: http://servername/DataManagerweb/Login/Login.

Changing Password

This feature allows to change login password of the users created within MAIL360 and stored in the MAIL360 Identity Store (MAIL360-specific user accounts). By default, this feature is OFF; how to enable, refer MAIL360 Data Manager™ Installation and Administration Guide.

To change password:

1. Click the Change Password link at the top-right corner of the screen to display the Change Password dialog box.

2. Specify appropriate information in the following fields:

• Old Password: enter your existing password

• New Password: enter your new password

• Confirm New Password: re-enter your new password

The new password must contain the following elements:

• At least one number

• At least one upper case letter

• At least one lower case letter

• At least one of the following special characters: *, $, or !

• At least eight characters in length

3. Click Submit. If the password contains these required elements, you will receive a confirmation message. Otherwise, an error message will be prompted. You should try another new password.


http://servername/DataManagerweb/Login/Login

Searching for Mailpieces


You can use the Mailpiece search screen for:

• Tracking Mailpiece Production

• Tracking Mailpiece Delivery

Tracking Mailpiece Production

The Mailpiece Production search screen allows you to search for mailpieces based on the specified search criteria. To search for mailpieces:

1. Click the Mailpiece -> Production tab.

2. On Production search screen, specify the search criteria:

– [SLA Due Date] Start and End: Enter or select the date range for which you wish to search. You may enter just the start date to search for all mailpieces produced from that date through the current date. You may also enter just the end date to return all mailpieces in the system spanning through that date.

The date should either be in MM/DD/YYYY format or selected using the calendar icon.

• Account Identifier: Enter the account identifier of the mailpiece recipient. This is the mandatory parameter.

• DATA1 & DATA2: Use these fields to further filter your search results. Based on the mapping of these fields, you can specify values in these text fields. For example, if you have configured these fields to save Recipient Name and ZIP5, then you can specify appropriate values in the text fields.

You can also customize these field labels. By default, these are set to display as Data1 and Data2. Refer MAIL360 Data Manager™ Installation and Administration Guide.

You can also click Reset to reset the search parameters.


Chapter 2: Working with the MAIL360 Data Manager™ User Interface (UI) Searching for Mailpieces

3. Click Search. The search results will appear in a tabular format listing the mailpieces matching your search criteria.

If your search returns multiple result pages, you can use the paging bar to scroll through the results. How to configure the number of mailpieces displaying per page, refer the MAIL360 Data Manager™ Installation and Administration Guide.

4. For each mailpiece, the search results table includes the following mailpiece details:

• Account Identifier — account identifier of the mailpiece recipient

• DATA1 & DATA2 — these fields will contain information as per the configuration settings. How to customize these default field labels, refer the MAIL360 Data Manager™ Installation and Administration Guide.

• SLA Due Date — the date on or before which the mailpiece is expected to be produced (prepared)

• Production Facility — facility name where the mailpiece production process (print/insert) is being performed

• Status — the current mailpiece production status

• AuditTrail — a link to create the Mailpiece Production Audit Report

5. To view associated postal tracking information:

a. Click the + symbol next to the mailpiece to expand it.

b. Click the Postal Tracking Details link at the bottom of the expended section. The section will be further expanded to display postal tracking information of the mailpiece (outbound only); refer Information for Outbound Mailpieces.

Expanding Records in the Production Search Results

You can view additional information for each mailpiece in the search results by clicking the + symbol next to the mailpiece to expand it. Conversely, you can collapse this information by clicking the – symbol. The information available will vary depending on the mailpiece’s status.

If you have only ingested an MRDF, then the status of all the associated mailpieces will be Prepared. Once you start ingesting associated MPDF files, the status will be in the <production process>-<status> format. For example, if the mailpiece has successfully been printed, then status will be Print-Completed. Similarly, if the mailpiece has successfully been inserted in envelop, then status will be Insert-Completed.

The following sections provide mailpiece information available for each possible status:

Status = Prepared • Mailpiece details



Status = <production process>-<status> • Mailpiece details

• Insert details:

– Inserted At - production facility where mailpiece is being inserted into envelop

– Inserted On - date & time of the insert process

– Machine - name of the machine (inserter)

– Operator - name of the person operating the machine (inserter)

• Print details:

– Printed At - production facility where mailpiece is being printed

– Printed On - date & time of the print process

– Machine - name of the machine (printer)

– Operator - name of the person operating the printer

The following example shows the expanded information for a mailpiece that has been “Insert-Completed”.

Tracking Mailpiece Delivery

The Mailpiece Postal search screen allows you to search for mailpieces based on the specified search criteria. To search for mailpieces:

1. Click the Mailpiece -> Postal tab.

2. On this search screen, specify the search criteria in the following fields:

– [Job Mailing Date] Start and End: Enter or select the date range for which you wish to search. You may enter just the start date to search for all mailpieces shipped from that date



through the current date. You may also enter just the end date to return all mailpieces in the system spanning through that date.

The date should either be in MM/DD/YYYY format or selected using the calendar icon.

• Mailpiece Type: Select the type of mailpieces, outbound or inbound, that you want to search. By default, the Outbound option is selected.

– Outbound: Select this radio button to search for outbound mailpieces.

– Inbound: Select this radio button to search for inbound mailpieces. When this radio button is selected, First Name, Last Name, and Business Name fields are disabled.

• First Name, Last Name, and Business Name: Enter the complete or partial first name, last name, and/or business name of the mailpiece recipient. Information entered in the name fields must not exceed 60 alphanumeric characters. For more information on the Text Search feature, refer "About the Text Search Feature” on page 82.

• Enterprise Keys: Use these fields to filter your search results based on any user-specified enterprise keys. Information entered in the enterprise key fields must not exceed 64 characters and you must specify an exact match to the desired search results.

An Enterprise Key must be provided for a search.

You can also click Reset to reset the search parameters.

3. Click Search. The search results will appear in a tabular format listing the mailpieces matching the specified search criteria.

If your search returns multiple result pages, you can use the paging bar to scroll through the results. How to configure the number of mailpieces displaying per page, refer the MAIL360 Data Manager™ Installation and Administration Guide.

4. For each mailpiece, the search results table includes the following information:

• Name — name of the mailpiece recipient

• Address — address of the mailpiece recipient

In case of inbound mailpieces, the Name and Address fields are blank.

• Enterprise Keys 1–3 — Any enterprise information associated with the mailpiece.



• Mailing Date — The date on which the mailpiece has been mailed.

• Status — The current status of the mailpiece. This will be one of the following:

– For an outbound mailpiece

– New — A new mailpiece has been created.

– Manifested — A new mailpiece has been created and the corresponding Mail.dat® file has been ingested.

– Spoiled — The mailpiece has been damaged.

– Inducted — The container/tray that contains mailpieces has been inducted in a USPS® production facility.

– Mailed — The mailpiece has been shipped but has not been delivered to the recipient yet.

– Forwarded — The mailpiece has not been delivered to the recipient, but there is a change of address for that recipient.

– Delivered — The mailpiece has been delivered to the recipient.

– Undeliverable — The mailpiece cannot be delivered to the specified address, nor it can be forwarded to a new address.

– For an inbound mailpiece

– Mailed — The inbound mailpiece has been shipped but has not been delivered to the recipient.

In case of inbound and remittance, the recipient is an enterprise, such as insurance provider or bank.

– Delivered — The inbound mailpiece has been delivered to the recipient.

– No Info — No information available.

– For a remittance mailpiece (associated with an outbound mailpiece)

– Mailed — The remittance has been shipped but has not been delivered to the recipient.

– Delivered — The remittance has been delivered to the recipient.

– No Info — No information available.

5. To view production tracking information:

a. Click the + symbol next to the mailpiece to expand it.

b. Click the Production Tracking Details link at the bottom of the expended section. The section will be further expanded to display the production tracking information; refer Expanding Records in the Production Search Results.

You can use MAIL360 Data Manager to track production of outbound mailpieces only. Therefore, the Production Tracking Details link will be available only for outbound mailpiece search.

Expanding Records in the Postal Search Results

You can view additional information for each mailpiece in the search results by clicking the + symbol next to the mailpiece to expand it. Conversely, you can collapse this information by clicking the – symbol. The information available for each mailpiece will vary depending on the type of mailpiece (outbound, inbound or remittance) and mailpiece’s status.



The following sections provide mailpiece information available for each possible mailing status:

• Information for Outbound Mailpieces (includes information related to associated remittances, if any)

• Information for Inbound Mailpieces

The following example shows the expanded information for an outbound mailpiece (with associated remittance) that has been “Delivered”.

Information for Outbound Mailpieces • Status = New

• Status = Manifested

• Status = Spoiled

• Status = Inducted

• Status = Mailed

• Status = Forwarded

• Status = Delivered

• Status = Undeliverable

Status = New

• IMB - Intelligent Mail® barcode

• Recipient - Name of the recipient

• Address - Address of the recipient

• Tracking Details

– Last Seen At – The city and state of the last postal facility where the mailpiece has been scanned.

– Last Seen On – The date/time of the last scan.

– Estimated Delivery Date – The date on which the mailpiece is estimated to be delivered.

– Actual Delivery Date – The date on which the mailpiece has actually been delivered.

If the Actual Delivery Date is greater than the Estimated Delivery Date, the Actual Delivery Date is displayed in orange text.



• Remittance Mailpiece information (if available):

– IMB - Intelligent Mail® barcode

– Tracking Details

If there are multiple remittance mailpieces, the information for each remittance will be listed separately.

Status = Manifested








• Mail.dat® Details:

– Prepared Date

– Mail.dat® File Name

– Production Facility

– Mail.dat® Job ID

– Mail.dat® Job Name

Status = Spoiled






• Mail.dat® Details:

– Spoilage Code

– Prepared Date

– Mail.dat® File Name

– Production Facility

– Mail.dat® Job ID

– Mail.dat® Job Name

Status = Inducted





• Status – Inducted






– Status – No Info

Status = Mailed





• Status – Mailed





Status = Forwarded





• Status – Forwarded

• Forwarded to New Address - The new address of the recipient

• Move Effective Date - The date on which the recipient actually moves from old address to new address.

• Forwarded Date - The date on which MAIL360 Hub receives an ACS-COA scan event corresponding to a mailpiece.

Forwarded to New Address, Move Effective Date, and Forwarded Date will keep on appearing even if, the mailpiece status changes from Forwarded to Mailed, Delivered, or Undeliverable.





Status = Delivered





• Status – Delivered






– Status – Either Delivered, No Info, or Mailed

Status = Undeliverable





• Status – Undeliverable

• Reason - Reason for undeliverablility

• Undeliverable Date - The date on which MAIL360 Hub receives an ACS-Nixie scan event corresponding to a mailpiece.




– Status - No Info

Information for Inbound Mailpieces

Status = Delivered, Mailed, or No Info



• Status

Exporting the Search Results to PDF

To save and print your search results, you can export them to PDF. This can be accomplished by clicking the PDF icon at the top-right of the Mailpiece search (Production/Postal) screen. If none of the mailpiece records in the search results has been expanded, then all records will be exported in tabular format.



If one or multiple records have been expanded, then only those expended records will be exported. You will see a page of Mailpiece Tracking Details for each expanded record. You can save and print your search results using your PDF application.

Emailing Search Results

To email your search results, click the E-MAIL icon at the top-right of the Mailpiece search (Production/Postal) screen. This will open an e-mail message box, Send Mail -- Webpage Dialog with the results attached as a PDF document. The attachment will be in the same format as described under Exporting the Search Results to PDF. In the e-mail message box, specify the e-mail address of the recipient(s) to whom you want to send the e-mail, enter the desired message, and click the Send button.


Working With Jobs

Working With Jobs

This feature allows you to search for Jobs and Job files. A job contains information related to a set of mailpieces that need to be shipped. Whereas, a job file is nothing but a text file containing a job. For more information, refer "Input File Formats” on page 75.

• Searching for Jobs

• Searching for Job Files

Searching for Jobs

The Job Search function allows you to:

• Display a list of jobs and job details based on your search criteria. Job details in each row of the list include Job Name, Job Description, and Job Mailing Date.

• Expand any row to see individual job file information, such as Job File Name, Processed Date, and Submission Date.

• Submit requests for generating reports.

To search for jobs:

1. Click on the Job tab and then the Job sub-tab to display the Job Search screen. By default, the jobs submitted during last one week will display on the search screen.

2. Specify your search criteria:

You must specify a date range for any search. Specifying a Job Name will speed up your search.

• [Job Mailing Date] Start and End (required): Enter or select the date range for which you wish to search. The date should either be in MM/DD/YYYY format or selected using the calendar icon. By default, the last week date range is displayed in the date fields. All jobs with their job mailing dates in the specified date range will be retrieved.

• Job Name: Enter complete or partial name of the job that you want to search for. For more information on the Text Search feature, refer "About the Text Search Feature” on page 82.


Chapter 2: Working with the MAIL360 Data Manager™ User Interface (UI) Working With Jobs

3. Click Search. A list of jobs matching the specified search criteria will appear on the screen in a tabular format. If your search returns multiple results pages, you can use the paging bar to scroll through the results. Each row includes the following fields:

• Job Name

• Job Description

• Job Mailing Date

4. Click the plus sign to expand and view job details.

5. Click the active links to generate job reports. Your available Job reports are:

• Job ACS Report

• Job Summary Report

• Job Status Report

– Outbound Delivered Mailpieces Report

– Outbound Undeliverable Mailpieces Report

– Outbound Spoiled Mailpieces Report

– Inbound Delivered Mailpieces Report

• Delivery Report


Working With Jobs

6. To delete the job, click the Delete Job link. You will see a confirmation dialog box.

You can delete a job, only if you have the permissions to do so. In addition, you cannot delete a job if, (1) there exist an associated Mail.dat® or matching scan events (Confirm®, ACS™, or Start-the-Clock) in the system. How to delete such a job, refer the instructions for the manual job rollback process explained in the MAIL360 Data Manager™ Operations Guide.

To learn about the available report formats and sharing options, refer "Introduction to MAIL360 Data Manager™ Reports” on page 58.

Searching for Job Files

A MAIL360™ job may consist of multiple job files. The Job File Search function allows you to:

• Display a list of job files and related details based on your search criteria.

• Expand any row to submit requests for generating reports.

To search for job files:

1. Click on the Job tab and then the Job File sub-tab to display the Job File Search screen. By default, the job files submitted during last one week will display on the search screen.


• [Submitted Date] Start and End: Enter or select the date range for which you wish to search. The date should either be in MM/DD/YYYY format or selected using the calendar icon. By default, the last week date range is displayed in the date fields.

• File Name: Enter complete or partial name of the job file that you want to search for. For more information on the Text Search feature, see "About the Text Search Feature” on page 82.


Chapter 2: Working with the MAIL360 Data Manager™ User Interface (UI) Working With Jobs

3. Click Search. A list of job files matching the specified search criteria will appear on the screen in a tabular format. If your search returns multiple results pages, you can use the paging bar to scroll through the results. Each row includes the following fields:

• Name - name of the job file

• Status - status (processed or rejected) of the job file

• Submission Date - the date on which the job file has been submitted in MAIL360 Data Manager™

• File Date - the date on which the job file was created

• Processed Date - the date on which the job file has been processed in MAIL360 Data Manager™

• Error messages - error message, if any, in case a job file has not been processed successfully

4. Click the plus sign to expand and view job file details.

5. Click the active links to generate job reports. Your available Job reports are:

• Job ACS Report



– Outbound Delivered Mailpieces Report

– Outbound Undeliverable Mailpieces Report

– Outbound Spoiled Mailpieces Report

– Inbound Delivered Mailpieces Report

• Delivery Report

To learn about the available report formats and sharing options, refer "Introduction to MAIL360 Data Manager™ Reports” on page 58.


Working with Reports


This section provides information on working with MAIL360 reports using the MAIL360 Data Manager™ UI. Your report choices are:

• Job ACS Report



• Delivery Report

• Change of Address (COA) Report

• Undeliverable as Addressed (UAA) Report

• Days in System Report

• USPS Performance Report

• Remittance Summary Report

• Mailpiece Production Audit Report


Chapter 2: Working with the MAIL360 Data Manager™ User Interface (UI) Working with Reports

Viewing the Job ACS Report

To select a job for the Job ACS Report, click the Job tab and then click Job or Job File sub-tab to open the Job or Job File Search screen. To know more on how to search, see "Searching for Jobs” on page 22 or "Searching for Job Files” on page 24.

Once you have performed the search, complete the following steps to generate the report:

1. Click the plus sign to expand the job or job file for which you want to generate the Job ACS Report.

2. Click the Job ACS Report link under the expanded job. A pop-up message, “Your Report request has been received, once the report will be ready you can view it in Report Inbox” will be displayed.

3. Click OK.

4. To view the successfully generated report, refer "Viewing Reports in the Report Inbox” on page 35. The report will appear as described under "Job ACS Report” on page 61.



Viewing the Job Summary Report

The Job Summary Report allows you to retrieve job information for a specific job. It allows you to view detailed delivery statistics. For more detailed description of the report, refer "Job Summary Report” on page 59.

To select a job for the Job Summary Report, click the Job tab and then click Job or Job File sub-tab to open the Job or Job File Search screen. To know more on how to search, refer "Searching for Jobs” on page 22 or "Searching for Job Files” on page 24.


1. Click the plus sign to expand the job or job file for which you want to generate the Job Summary Report.

2. Click the Job Summary Report link under the expanded job. A pop-up message, “Your Report request has been received, once the report will be ready you can view it in Report Inbox” will be displayed.

3. Click OK.

4. To view the successfully generated report, refer "Viewing Reports in the Report Inbox” on page 35. The report will appear as described under "Job Summary Report” on page 59.

Viewing the Job Status Report

The Job Status Report allows you to view the status of the mailpieces in a job. To select a job for the Job Status Report, click the Job tab and then click Job or Job File sub-tab to open the Job or Job File Search screen. To know more on how to search, refer "Searching for Jobs” on page 22 or "Searching for Job Files” on page 24.


1. Click the plus sign to expand the job or job file for which you want to generate the Job Status Report. Various links to generate reports for inbound and outbound mailpieces are displayed under the job. The reports are based on the mailpiece status, as follows:

• Outbound mailpieces:

– Delivered

– Undeliverable

– Spoiled

• Inbound mailpieces:

– Delivered

2. Click the appropriate link to generate the report. A pop-up message, “Your Report request has been received, once the report will be ready you can view it in Report Inbox” will be displayed.

3. Click OK.



4. To view the successfully generated report, refer "Viewing Reports in the Report Inbox” on page 35. The report will appear as described under "Job Status Report” on page 64.

Viewing the Delivery Report

To select a job for the Delivery Report, click the Job tab and then click Job or Job File sub-tab to open the Job or Job File Search screen. To know more on how to search, refer "Searching for Jobs” on page 22 or "Searching for Job Files” on page 24.


1. Click the plus sign to expand the job or job file for which you want to generate the Delivery report.

2. Click the Delivery Report link under the expanded job.

3. On the Delivery Report dialog box, specify the following Delivery Rate Cut Range (%) parameters:

• First lowest range — The maximum percentage for the lowest delivery-rate group. The default is 1%.

• Second lowest range — The maximum percentage for the second lowest delivery-rate group. The default is 25%.

• Third lowest range — The maximum percentage for the third lowest delivery-rate group. The default is 50%.

• Fourth lowest range — The maximum percentage for the fourth lowest delivery-rate group. The default is 75%.

4. Click Generate Report. A pop-up message, “Your Report request has been received, once the report will be ready you can view it in Report Inbox” will be displayed.

5. Click OK.

6. To view the successfully generated report, see "Viewing Reports in the Report Inbox” on page 35. The report will appear as described under "Delivery Report” on page 63.



Viewing the Change of Address (COA) Report

The Change of Address (COA) Report lists the ACS-COA scan events received from the USPS® over a user specified time period. The list is further categorized based on the mail type (mail class) of the corresponding mailpieces. To create the COA report, click the Reports tab and then the COA Report sub-tab. Here, you need to enter the input parameters to generate the report.

The page includes the following two fields:

Start Date and End Date — These fields are required. Use the calendars that appear when you click on these fields to select the start and end dates. Information related to the ACS-COA scan events having ACS Date spanning between the specified date range will be displayed in the generated report. Here, ACS Date is the date on which MAIL360 Hub receives an ACS-COA scan event corresponding to an outbound mailpiece.

Once you have made your selections, click Execute. A pop-up message, “Your Report request has been received, once the report will be ready you can view it in Report Inbox” will be displayed. To view the successfully generated report, refer "Viewing Reports in the Report Inbox” on page 35. The report appears as described under "Change of Address (COA) Report” on page 68.



Viewing the Undeliverable as Addressed (UAA) Report

The Undeliverable as Addressed (UAA) Report lists the ACS-Nixie scan events received from the USPS® over a user specified time period. The list is further categorized based on the mail type (mail class) of the corresponding mailpieces. To create the UAA report, click the Reports tab and then the UAA Report sub-tab. Here, you need to enter the input parameters to generate the report.

The page includes the following two fields:

Start Date and End Date — These fields are required. Use the calendars that appear when you click on these fields to select the start and end dates. Information related to the ACS-Nixie scan events having ACS Date spanning between the specified date range will be displayed in the generated report. Here, ACS Date is the date on which MAIL360 Hub receives an ACS-Nixie scan event corresponding to an outbound mailpiece.

Once you have made your selections, click Execute. A pop-up message, “Your Report request has been received, once the report will be ready you can view it in Report Inbox” will be displayed. To view a successfully generated report, see "Viewing Reports in the Report Inbox” on page 35. The report appears as described under "Undeliverable as Addressed (UAA) Report” on page 69.



Viewing the Days in System Report

The Days in System Report provides detailed information on outbound mailpieces that have been mailed over a user specified time period. To create the Days in System report, click the Reports tab and then the Days in System sub-tab. From here you will be able to enter the input parameters to generate the report using the fields at the top of the screen.

The page includes these required fields:

• Year — Select the year.

• Month — Select the month.

• View Type — Select the View Type such as, State, SCF, ZIP 3 or ZIP 5 for the report.

Once you have made your selections, click Execute. A pop-up message, “Your Report request has been received, once the report will be ready you can view it in Report Inbox” will be displayed. To view a successfully generated report, see "Viewing Reports in the Report Inbox” on page 35. The report appears as described under "Days in System Report” on page 70.



Viewing the USPS Performance Report

The USPS Performance Report ranks all similar USPS® facilities based on their achievement in delivering mailpieces. To create the USPS Performance report, click the Reports tab and then the USPS Performance sub-tab. From here you will be able to enter the input parameters to generate the report using the fields at the top of the screen.

The page includes these fields:

• Year and Month — These fields are required. The year and month for which the user wants to generate the report.

• View Type — Select the View such as State, SCF, ZIP-3 or ZIP-5 of the report.

• Delivered in — A whole number value, based on which report data will be organized. For example, if 5 is selected then the report will be generated to show the total number of mailpieces delivered in more than 5 days and within 5 days. This is also a required field.

Once you have made your selections, click Execute. A pop-up message, “Your Report request has been received, once the report will be ready you can view it in Report Inbox” will be displayed. To view a successfully generated report, see "Viewing Reports in the Report Inbox” on page 35. The report appears as described under "USPS Performance Report” on page 71.



Viewing the Remittance Summary Report

The Remittance Summary Report provides the daily volume of incoming (remittance) mail to a lock box. To create the Remittance Summary report, click the Reports tab and then the Remittance Summary sub-tab. From here you will be able to enter the input parameters to generate the report using the fields at the top of the screen.

The page includes these fields:

• Start Date and End Date — These fields are required. Use the calendars that appear when you click on these fields to select the start and end dates. Information related to the incoming mails received during the indicated time span will be displayed in the generated report.

Once you have made your selections, click Execute. A pop-up message, “Your Report request has been received, once the report will be ready you can view it in Report Inbox” will be displayed. To view a successfully generated report, see "Viewing Reports in the Report Inbox” on page 35. The report appears as described under "Remittance Summary Report” on page 72.

Viewing the Mailpiece Production Audit Report

The Mailpiece Production Audit Report provides an audit trail when a mailpiece is processed at each production step. To create this report, search for a mailpiece on the Production Search screen as explained under Tracking Mailpiece Production. Click the Execute link under the Audit Trail column corresponding to the mailpiece for which you want to create the report.

A pop-up message, “Your Report request has been received, once the report will be ready you can view it in Report Inbox” will be displayed. To view a successfully generated report, see "Viewing Reports in the Report Inbox” on page 35. The report appears as described under "Mailpiece Production Audit Report” on page 73.



Viewing Reports in the Report Inbox

You can view the list of reports requested by all the users during a specified time interval in the Report Inbox. The inbox lists the reports in a tabular format showing the following fields in a row for each report:

• Report Name

• Requested Date (including time)

• Completed Date (including time)

• Status

• Searched Parameters

• View Report (Icons of available formats)

You can open a successfully generated report in any of the following formats: PDF, Excel, and HTML

To open a successfully generated report, complete the following steps:

1. Click the Report Inbox tab. By default, the reports requested during the last seven days are displayed in the inbox. You can use pagination at the bottom of the screen to navigate through the reports.

2. To further filter the reports, select the Start Date and the End Date using the Calendar icons.

3. Click Search. All the reports requested between the dates specified by you will appear on the screen.

4. Based on the format in which you want to display a successfully generated report, click the corresponding icon (PDF, Excel, and HTML).

You can view Delivery reports in HTML format only, therefore, only HTML icon will be displayed for Delivery reports.


Working with Mail.dat® Files


Mail.dat® is a data format standard that can be used for communicating information about the composition of a mailing (job). The Mail.dat® standard is a collection of more than 20 files, such as Header (.HDR), Piece Detail (.PDR), Container Summary (.CSM), and Container Quantity (.CQT). The Mail.dat® standard describes detailed record formats for these files, which are updated on regular basis, if changes are required. Currently, MAIL360 Data Manager™ supports Mail.dat® version 14-2 and 15-1.

The United States Postal Service (USPS®) uses the Mail.dat® format standard in its PostalOne! program. PostalOne! enables mailers to submit data electronically in the form of a Mail.dat® file to the USPS®. Availability of information electronically improves mail acceptance processing time and saves costs.

In MAIL360 Data Manager™, a Mail.dat® file is processed to retrieve information about containers/ trays along with the mailpiece spoilage. The Data Management tab on the MAIL360 Data Manager™ UI allows you to perform the following activities:

• Searching for Mail.dat® Files

• Adding a Mail.dat® File

Searching for Mail.dat® Files

The main screen on the Data Management tab provides fields that allow you to enter search criteria for your uploaded Mail.dat® files. To search for Mail.dat® files:

1. Click the Data Manager tab to display the Mail.dat® search screen.

2. On the Mail.dat® search screen, complete any combination of the following fields:

• File Name — Enter the name of the file for which you wish to search.

• Production Facility — Select the appropriate production facility from the drop-down list.

To populate the Production Facility drop-down list, you need to insert the desired options in the production_facilities table of the Data Manager database. To perform this task, please contact your Database Administrator.

• [Mail.dat® Uploaded Date] Start and End — Enter or select the date range for which you wish to search. You may enter just the start date to search for all Mail.dat® files ingested from


Chapter 2: Working with the MAIL360 Data Manager™ User Interface (UI)


that date through the current date. You may also enter just the end date to return all Mail.dat® files ingested up through that date.

3. Click Search. A list of Mail.dat® files matching the specified search criteria will appear on the screen in a tabular format. Each row includes the following fields:

• Name

• Status

• Submission Date

• Production Facility Code

• Error Message

If your search returns multiple results pages, you can use the paging bar to scroll through the results. How to configure the number of mailpieces displaying per page, refer the MAIL360 Data Manager™ Installation and Administration Guide.

.

Adding a Mail.dat® File

MAIL360 Data Manager™ allows you to add and process Mail.dat® files to retrieve information about containers/trays along with the mailpiece spoilage data. When you add a Mail.dat® file into MAIL360 Data Manager™ system, only four file formats (.HDR, .PDR, .CSM and .CQT) get uploaded into the system for processing.

• HDR (Header) - This file provides introductory information about the Mail.dat®. The information includes the name of the person who created the file, version of the file, and the time when the file has been created. In addition, the Header file also includes the total file record count for each file type.

• PDR (Piece Detail Record) - This file contains mailpiece status events (spoilage).

• CSM (Container Summary) - This file provides container related information, such as container type (Tray, Sack, or Pallet), container ID, actual induction date, container status, and container destination ZIP.

• CQT (Container Quantity) - This file provides quantitative information related to the contents of a container. It also provides mapping information of mailpiece records in a .PDR file with the corresponding tray records in a .CSM file.

For successfully adding a Mail.dat® into the MAIL360 Data Manager™ system, the above mentioned files (.HDR, .PDR, .CSM and .CQT) are mandatory. You also need to ensure that the .CSM file is not blank and a value (date) exists for the Actual Induction



Date field corresponding to each record. The Actual Induction Date should be as close as possible to the date (actual induction date) on which the corresponding container/tray has been inducted in a USPS® facility. For this, you need to ensure that the Mail.dat® files, which you are adding into the MAIL360 Data Manager™ system, are the final ones that have been sent to the USPS®. You also need to understand that in a .CSM file, Actual Induction Date may or may not be populated by a presort software. It is populated by a Mail.dat® editing software during the post-presort process. This will help you in improving the Start-the-Clock (STC) scan processing time.

To add a Mail.dat® file, complete the following steps:

1. Click the Data Manager tab to display the Mail.dat® search screen.

2. Click the Add New Mail.dat® link at the top of the screen to display the Add Mail.dat® dialog box.

3. Expand maildat node and select any Mail.dat® file from the tree view.

The Mail.dat® files available in the Mail.dat directory will be displayed in the tree view. Therefore, all four Mail.dat® file formats that you want to add must be stored in the Mail.dat directory. You must have specified the Mail.dat directory location when you installed/configured the MAIL360 Data Manager™ application. Refer the MAIL360 Data Manager™ Installation and Administration Guide.

4. Select Production Facility from the drop-down list.

5. Click Submit. You will see a message: “<File name> has been submitted. It will be

processed soon” at the top of the dialog box.

As mentioned earlier, all four file formats (HDR, PDR, CSM, and CQT) are mandatory. However, even if only HDR file format is available in the directory, the Mail.dat is submitted for processing and a confirmation message as mentioned in the previous step is displayed. But, the Mail.dat® processing is not completed successfully and an exception is thrown.


3
Working with the MAIL360 Identity ServerUser Interface
In this chapter:

Accessing the MAIL360 Identity Server User Interface . . . . . . . . . 40 Working with Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

Creating a User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Managing Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Changing your Password . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Working with Organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Creating an Organization . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Managing Organizations . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Working with Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Creating a Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Managing Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Associating Users with a Group . . . . . . . . . . . . . . . . . . . . . 48

Working with Business Roles . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Creating a Business Role . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Managing Business Roles . . . . . . . . . . . . . . . . . . . . . . . . . 51 Deleting Business Roles . . . . . . . . . . . . . . . . . . . . . . . . . . 51 Updating Business Roles . . . . . . . . . . . . . . . . . . . . . . . . . . 52

For instructions on installing the Identity Server User Interface, refer the MAIL360 Data Manager™ Installation and Administration Guide, Chapter 6.

Accessing the MAIL360 Identity Server User Interface

Accessing the MAIL360 Identity Server User Interface

MAIL360 administrators can create and manage users, business roles, organizations, and groups as per their requirements. This can be accomplished through the Identity Management server. To access the MAIL360 Identity Server User Interface, complete the following steps:

1. In a Web browser (Internet Explorer 7.0), enter the following URL to display the Login screen: http://servername/IdentityServerWeb/

Italics indicate places where you must provide your environment values.

2. Enter your domain account’s User Name and Password and click SIGN IN. MAIL360 Identity Server displays the Home page.

Alternatively, if you have not configured OpenAM for authentication and authorization, use the following URL format: http://servername/IdentityServerweb/Login/Login.

3. Once you successfully log in, you will be able to access the identity server features using the tabs at the top of the screen.

• User

• Group

• Organization

• Business Roles


http://servername/IdentityServerweb/Login/Login

http://servername/IdentityServerWeb

Chapter 3: Working with the MAIL360 Identity Server User Interface Working with Users

Working with Users

The User tab allows you to create and manage users. These options are applicable only if you are using MAIL360 Identity Store for managing users.

Creating a User

To create a user, complete the following steps:

1. On the Identity Management screen, click Create under the User tab. The Create User screen will appear.

2. Fill in the fields as appropriate for the user that you wish to create.

• First Name, Last Name, and Full Name (required): Enter the name information for your user; maximum of 50 characters.

• E-Mail Address (required): Enter the user’s e-mail address; maximum of 50 characters.

• Owner Organization (required): Click the Select link to display the parent/child organizations tree view. Select an owner organization name.

• Group: Select one or more groups (if available) from the list box. For more information on groups, see "Working with Organizations” on page 44.

• Active: Select this check box to activate the user.

• Password (required): Define a unique password that contains at least:

– one number, 0 through 9

– one upper case letter, A through Z

– one lower case letter, A through Z

– one of the special characters *, $, or !

– eight characters

• Confirm Password (required): Re-enter the password you defined in the Password field.

3. Click the Submit button to create the user.


Working with Users

Managing Users

To manage users, complete the following steps:

1. On the Identity Management screen, click Manage under the User tab to display the Manage Users screen.

This screen allows you to search for users by name, e-mail, organization, or group.

2. Enter the desired search criteria.

3. Click Search. You can also click the Reset button to clear all the fields and re-enter the search criteria. All users that meet the search criteria are listed in a table at the bottom of the screen.

4. If no search information is entered, all users available in the system will be returned.

5. Click the Update icon for the user that you wish to modify. The Modify User screen will appear showing existing information about the user. This is similar to the Create User screen.

6. Modify the information as desired and click Update to save your changes. You may also click Restore to restore the existing information in the fields.


Chapter 3: Working with the MAIL360 Identity Server User Interface Working with Users

Changing your Password

To change your password, complete the following steps:

1. On the Identity Management screen, click the User tab.

2. Click the Manage User sub-tab.


• First Name, Last Name, or Full Name: You may search on last names only.

• E-Mail ID: Enter the user’s e-mail address.

• Organization: Click the Select link to display the parent/child organizations tree view. Select an organization name.

• Group: Select a group from the drop-down list. For more information on groups, see Working with Organizations.

4. Click Submit to display the results matching your search criteria.

5. Click the Update icon to display the Update User screen.

6. Click the Change Password link to display the Reset Password screen.

7. Define a new password that contains at least:

– one number, 0 through 9

– one upper case letter, A through Z

– one lower case letter, A through Z

– one of the special characters *, $, or !

– eight characters

8. Click Submit. If the password contains these required elements, you will receive a confirmation message. Otherwise, you are prompted to try another new password.


Working with Organizations

Working with Organizations

The Organization tab allows you to create and manage organizations.

Creating an Organization

To create an organization, complete the following steps:

1. Click Create under the Organization tab. The Create Organization screen appears.

2. Specify the following information:

• Organization Name (required) — Enter the organization name. No two organizations can have the same name unless they are under different level 1 (tenant) organizations; maximum of 100 characters.

• Organization Code (required) — Enter the organization code. No two organizations can have the same code unless they are under different level 1 (tenant) organizations; maximum of 30 characters.

• Parent Organization (required) — Click the Select link to display the parent/child organizations tree view. Select an organization name.

• Active (optional) — Select the check box to activate the organization. To activate a child organization, the parent organization must also be active.

3. Click the Submit button to create the new organization, or click the Reset button to clear the fields.

Level 1 organizations are the child organizations directly under the root organization. Subsequent child organizations directly under Level 1 organizations are labeled as Level 2. Further child organizations directly under Level 2 organizations are labeled Level 3, and so on.


Chapter 3: Working with the MAIL360 Identity Server User Interface Working with Organizations

Managing Organizations

To manage organizations, complete the following steps:

1. To update the information for an organization, click Manage under the Organization tab. The following screen appears.

2. From the organization tree view in the left panel of the screen, select the organization that you want to modify. The details for the selected organization will be displayed to the right.

3. Click the Edit Organization link. The Manage Organization screen appears.

4. Modify the organization information as desired. Click Update to save your changes or Restore to reset the fields.


Working with Groups

Working with Groups

The Group tab allows you to create and manage groups.

Creating a Group

To create a group, complete the following steps:

1. Select Create under the Group tab to display the Create Group screen.

2. Enter a name for the group in the Group Name field; maximum of 50 characters.

3. Click the Select link to open a new window with a list of available organizations.

4. Select the owner organization from the list of organizations.

5. Click Submit to create the group.

Group access rights definitions are not mandatory when creating a group.

Managing Group Access Rights

You can change group access rights, associating as many rights as required for a group. To manage the group access rights, complete the following steps:

1. Select Create under the Group tab to display the Create Group page.

2. Select the Business Role Name.

3. Click the Select link to open a new window with a list of available organizations. Select an Organization to associate with Business Role.

4. One of the Group Access Right definition options, Cascading, is a Boolean value: true or false. Selecting the Cascading check box allows to apply the current role/organization to all of the child organizations. The default for Cascading is false (unchecked).


Chapter 3: Working with the MAIL360 Identity Server User Interface Working with Groups

5. Click Add.

6. Click Submit.

Managing Groups

To manage groups, complete the following steps:

1. To edit or update group information, select Manage under the Group tab. The Manage Groups screen will appear.

This page allows you to search for groups based on a name.

2. Enter the Group Name.

If no name is entered, all groups are displayed.

3. Click Search to retrieve the group details. The search results will appear at the bottom of the screen.


Working with Groups

4. Click Update corresponding to the group that you want to modify. The Modify Group screen appears.

5. Change the desired information. Click Update to save your changes or click Restore to reset the fields.

Deleting a Group

To delete a group, complete the following steps:

1. Click the Delete icon next to any group in the Manage Groups tab.

You will see a confirmation message.

2. Click Yes to proceed, or click No to cancel the deletion.

Associating Users with a Group

To associate a user with a group, complete the following steps:

1. Click the Users icon for that group in the group search results table. The Group Users screen will appear.

On this screen, you will see the selected group’s name and associated organization.


Chapter 3: Working with the MAIL360 Identity Server User Interface Working with Business Roles

2. The selection box on the bottom left of the screen will list all available users in the system. The box on the right lists all users currently associated with the group. You can add or remove users using the Add and Remove buttons.

3. Click Submit to save the users to the group or Restore to reset the user list.

Working with Business Roles

The Business Role tab allows you to create and manage business roles within an organization.

Creating a Business Role

To create a business role, complete the following steps:

1. Click Create under the Business Role tab to display the Create Business Role screen.

2. Complete the following information:

• Business Role Name (required) — Enter the business role name; maximum of 50 characters.

• Owner Organization [Name] (required) — Click the Select link to display the parent/child organizations tree view. Select an organization name.

• Application Roles (optional) — If applicable, select one or more roles from the list. You do not have to make any selections here.

The following table shows different application roles along with their descriptions:

This Role... Applicable in Provides this user access...

UserBrowser Identity Server View user account information (excluding password)

UserManager Identity Server View, create, edit, and delete user accounts. Change user passwords



This Role... Applicable in Provides this user access...

GroupBrowser Identity Server List groups and view the membership of a user group

GroupManager Identity Server Create/edit a group. View or alter the membership of user groups or group access rights

OrganizationManager Identity Server Change organizational relationships (changethe hierarchical structure), or add an organization

BusinessRoleBrowser Identity Server List available business roles and the application roles they contain

BusinessRoleManager Identity Server View, create, edit, and delete business roles

JobBrowser Data Manager View available jobs and search those for mailpieces

JobManager Data Manager View available jobs and search those for mailpieces. Create, close, and add mailpieces tojobs

ProductionJobBrowser Data Manager View production mailpieces (MRDF records)

MailDatManager Data Manager Delete a Mail.DAT from the MAIL360 Data Manager™ system

UploadedFileBrowser Data Manager Obtain a listing of files (mailpiece files, mail.dat files) loaded into the MAIL360 Data Manager™ system

UploadedFileManager Data Manager Add a Mail.DAT to MAIL360 Data Manager™ system

EventsBrowser Data Manager List and view the MAIL360 events. This application role is obsolete now.

ReportManager Data Manager Add, modify, view, and remove reportdefinitions, execute reports, and view the output from an executed report

ReportBrowser Data Manager List the report definitions available, list the reportexecutions available, and view the output from an executed report

ReportExecuter Data Manager List the report definitions available, list the reportexecutions available, execute a report, and view the output from an executed report

3. Click the Submit button to create the new business role, or click the Reset button to clear the fields.


Chapter 3: Working with the MAIL360 Identity Server User Interface Working with Business Roles

Managing Business Roles

To manage business roles, complete the following steps:

1. Click Manage under the Business Role tab to display the Manage Business Role screen, listing all Business Roles with details.

2. Click the Update link to edit the Business Role details. The Manage Roles screen appears.

3. Update the information as desired. Click Update to save your changes or Restore to reset the fields.

Deleting Business Roles

To delete a business role, complete the following steps:

1. Click the Delete icon next to any business role.

2. You will see a confirmation message.

3. Click Yes to proceed, or click No to return to the Business Role listing page.

A business role cannot be deleted, if it has been referenced in any of the access rights assigned to a group.



Updating Business Roles

To update a business role, complete the following steps:

1. Click the Update icon next to any business role. You will see the Update Business Role screen.

2. Update any of the fields:

• Business Role Name (required) — Enter a business role name with a maximum of 50 characters.

• Owner Organization [Name] (required) — Click the Select link to display the parent/child organizations list. Select an organization name.

• Application Roles (optional) — If applicable, select one or more roles from the list. You do not have to make any selections here.

3. Click Update to update the business role, or click Restore to restore the fields on the screen.


4
Working with MAIL360 Diagnostic Utility
In this chapter:

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Using the MAIL360 Diagnostic Utility . . . . . . . . . . . . . . . . . . . . . 54

For instructions on configuring the MAIL360 Diagnostic utility, refer the MAIL360 Data Manager™ Installation and Administration Guide, Chapter 5 (Configuring the MAIL360 Data Manager).

Introduction

Introduction

The MAIL360 Diagnostic Utility continuously monitors the MAIL360 Data Manager™ services at the specified frequency known as the polling interval. If any of the services are down, the utility sends e-mail notification to the configured e-mail addresses. After receiving the notification, the users can troubleshoot the problem and start the services again using the utility. In this way, this utility helps in minimizing the downtime of a service. This utility provides a user interface that is used to start, stop, and restart a service. While troubleshooting, users can use this user interface to view the logs, which are created for the services.

How to configure the MAIL360 Diagnostic Utility, refer the MAIL360 Data Manager™ Installation and Administration Guide, Chapter 5.

System Requirements

Following are the prerequisites for MAIL360 Diagnostic Utility UI:

• Microsoft® Windows 7 or Microsoft® Windows Server 2012

• Microsoft® .NET Framework 4.5

Using the MAIL360 Diagnostic Utility

To start, stop, or restart a service using the MAIL360 Diagnostic Utility, complete the following steps:

Ensure that both, the MAIL360 Diagnostic service and the MAIL360 Identity service, are running before you launch the MAIL360 Diagnostic Utility.

1. Navigate to the MAIL360 Data Manager™ application (services) installation directory that contains the DiagnosticUtility.exe file.

For example, if you have installed MAIL360 Data Manager™ in C:\Program Files (x86)\Group1\MAIL360 Data Manager Web Services, you navigate to C:\Program Files (x86)\Group1\Mail360 Data Manager Web Services\DiagnosticUtility\DiagnosticUtility.

2. Run the DiagnosticUtility.exe file.

You can run this utility on a separate machine other than the MAIL360 Data Manager application server on which the services to be monitored are running. For this, you need to copy the DiagnosticUtility folder to that machine and run the .exe file.

3. On the LoginForm dialog box, enter your MAIL360 account Username and Password.


Chapter 4: Working with MAIL360 Diagnostic Utility Using the MAIL360 Diagnostic Utility

4. Click OK to display the MAIL360 Diagnostic Utility screen. On this screen, the following Data Manager services along with their status (Running or Stopped), and the log file links are displayed in a tabular format:

• MAIL360 Client Bus

• MAIL360 Data Manager

• MAIL360 FTP Agent

• MAIL360 Identity Server

• MAIL360 Message Receiver

• MAIL360 Report Manager

• MAIL360 Scheduler

5. Based on the current status of a service showing on the screen, you can use the buttons to start, stop, or restart the service.

6. If a service is down due to some technical problem and you click Start or Restart, you will receive an error message saying that the service cannot be started on the computer. In that case, troubleshoot the problem and retry.


Using the MAIL360 Diagnostic Utility

7. Click the log file links to view the logs generated for a service while troubleshooting the problem due to which service is down.

The log folder must be shared before you try viewing the logs. Otherwise, if you try to open the log files by clicking the log file links, an error message, "The Network name cannot be found" appears and an empty notepad opens.


A
MAIL360 Data Manager™ Report Formats
In this appendix:

Introduction to MAIL360 Data Manager™ Reports . . . . . . . . . . . . 58 Job Summary Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Job Summary Report Header . . . . . . . . . . . . . . . . . . . . . . . 60 Job Summary Report Deliveries Chart . . . . . . . . . . . . . . . . . 60 Job Summary Report Delivery Statistics . . . . . . . . . . . . . . . . 60

Job ACS Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 Job ACS Report Header . . . . . . . . . . . . . . . . . . . . . . . . . . 61 JOB ACS Report Details . . . . . . . . . . . . . . . . . . . . . . . . . . 62

Delivery Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Job Status Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Outbound Delivered Mailpieces Report . . . . . . . . . . . . . . . . 64 Outbound Undeliverable Mailpieces Report . . . . . . . . . . . . . 65 Outbound Spoiled Mailpieces Report . . . . . . . . . . . . . . . . . . 66 Inbound Delivered Mailpieces Report. . . . . . . . . . . . . . . . . . 67

Postal Activity Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Change of Address (COA) Report . . . . . . . . . . . . . . . . . . . . 68 Undeliverable as Addressed (UAA) Report . . . . . . . . . . . . . . 69 Days in System Report . . . . . . . . . . . . . . . . . . . . . . . . . . . 70 USPS Performance Report. . . . . . . . . . . . . . . . . . . . . . . . . 71

Remittance Summary Report . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Mailpiece Production Audit Report . . . . . . . . . . . . . . . . . . . . . . . 73

Introduction to MAIL360 Data Manager™ Reports

Introduction to MAIL360 Data Manager™ Reports

MAIL360 Data Manager™ provides reports that allow you to channel your mailpiece tracking information into useful reports. The following reports are currently available:


• Job ACS Report

• Delivery Report

• Job Status Report.

• Postal Activity Reports

• Remittance Summary Report

• Mailpiece Production Audit Report

These reports are configured and executed using the MAIL360 Data Manager™ Web UI. For more information, refer "Working with Reports” on page 26.


Chapter A: MAIL360 Data Manager™ Report Formats Job Summary Report

Job Summary Report

The Job Summary Report allows you to view delivery rate information for the mailpieces in a particular job.

The Job Summary Report currently assumes that there is only one shipment in a job. If the selected job contains more than one shipment, the report will only take the deliveries for the first shipment into account.

The figure below shows a sample Job Summary Report.

The Job Summary Report consists of three parts:

• Job Summary Report Header

• Job Summary Report Deliveries Chart

• Job Summary Report Delivery Statistics


Job Summary Report

Job Summary Report Header

The information at the top of the Job Summary Report is the job header. It includes the following:

See "Defining Job Elements” on page 19 for more information on job name, description, and mailing date.

• Name – The user-selected name for the job, as defined during the job creation process.

• Mailing Description – A description of the job (also defined when the job was created).

• Mailing Date – The estimated shipping date that was defined for the job.

• Total Mailpieces – The number of pieces in the job.

• Mailpieces Delivered – The number of pieces that have been delivered.

Job Summary Report Deliveries Chart

This chart serves as a visual representation of the delivery rate for the mailings that make up the job at hand. The delivery rate is measured as the percentage of the mailing that has been delivered to its destination by a certain day. The delivery rate is tracked day by day, from the first day following the job mailing date through the fifteenth day (representing the standard delivery time frame of fourteen days, with the fifteenth “day” standing for any time beyond that period).

Turquoise and blue are used to distinguish between the cumulative and daily percentages, respectively. For example, according to the Deliveries chart in the above figure, 14.29% of the mailpieces were delivered on July 31st, as shown by the blue bar. The turquoise bar shows that approximately 85.71% of the total mailpieces were delivered by or on this date.

Job Summary Report Delivery Statistics

This table at the bottom of the Job Summary Report displays day-to-day scan event statistics for the shipment, including the following:

• Delivery Date — The date for which delivery information is being provided.

• USPS Days in System — The number of days the mailpieces remained in the system before being delivered.

These are delivery days as counted by the USPS®, so Sundays are excluded.

• Mailpieces Delivered — The number and percentage of mailpieces in the total shipment that were delivered on the date at hand.

• Cumulative Mailpieces Delivered — The total number and percentage of mailpieces scanned by or on the date at hand.


Chapter A: MAIL360 Data Manager™ Report Formats Job ACS Report

Job ACS Report

The Job ACS Report provides information on the Address Change Service (ACS) events for the mailpieces in a given job. The following is a sample first page of a Job ACS Report.

The Job ACS Report consists of two main sections:

• Job ACS Report Header

• JOB ACS Report Details

Job ACS Report Header

The header for the Job ACS Report contains the following information:

• Job Name — The user-defined job name.

• Job Description — The user-defined description entered for the job.

• Job Mailing Date — The job mailing date as entered when the job was created.

• Drop Facilities — The ZIP Code(s) for the job shipment drop facilities as entered when the job was created.

• Total pieces mailed — The total number of mailpieces in the selected job.

• Total pieces delivered — The total number of mailpieces for which Confirm® events has been received by MAIL360 Data Manager™.


Job ACS Report

• Address Changed — The total number of mailpieces for which an ACS event has been received by MAIL360 Data Manager™.

• Unable to forward — The total number of mailpieces for which a nixie event having deliverability code of A, G, K, Q, V or W is received.

• Bad Address — The total number of mailpieces for which a nixie event having a deliverability code of B, I, L, N, S, or X is received.

• Not Accepted — The total number of mailpieces for which a nixie event having a deliverability code of M, R or U is received.

• Other — The total number of mailpieces for which a nixie event having a deliverability code of D or E is received.

• Total ACS — The total number of mailpieces for which an ACS or nixie event has been received.

JOB ACS Report Details

This section makes up the body of the Job ACS Report. It is divided into five different tables, providing details for the following:

• Address Changed records

The information regarding old and new addresses is drawn from the ACS Event data as sent by the USPS®.

• Unable to Forward records

• Bad Address records

• Not Accepted records

• Other records

The details in each table are sorted according to their enterprise keys.


Chapter A: MAIL360 Data Manager™ Report Formats Delivery Report

Delivery Report

The Delivery Report provides state-by-state delivery percentages for the mailpieces in a specified job. If you are viewing this report in a Web browser, hover the mouse over a state to display the statistics for that state, including:

• Mailpiece count for the state (based on the routing code in the Intelligent Mail barcode)

• Number and percent delivered

• Number and percent not delivered

• Number and percent with ACS COA and nixie events

The following figure shows a sample Delivery Report:


Job Status Report

Job Status Report

The Job Status Report provides information on outbound and inbound mailpieces based on their status. Reports are available for each of the following:

• Outbound Delivered

• Outbound Undeliverable

• Outbound Spoiled

• Inbound Delivered

Outbound Delivered Mailpieces Report

The Outbound Delivered Mailpieces Report allows the user to view information for all outbound mailpieces in a particular job that made it to their destination.

This report consists of two parts:

• Outbound Delivered Mailpieces Report Job Header

• Outbound Delivered Mailpieces Report Mailpiece Details

Outbound Delivered Mailpieces Report Job Header

The information at the top of the Outbound Delivered Mailpieces Report makes up the job header. It includes the following:

• Job Name — The user-defined name for the job, as defined during the job creation process.

• Job Mailing Description — The user-defined description entered for the job.

• Job Mailing Date — The mailing date for the job.

Outbound Delivered Mailpieces Report Mailpiece Details

The table provides the following information for each mailpiece:

• Enterprise Keys 1, 2, and 3: The enterprise key(s) as defined for the mailpiece.


Chapter A: MAIL360 Data Manager™ Report Formats Job Status Report

• Customer Name: The name of the mailpiece recipient.

• Address: The address of the mailpiece recipient.

• Last Seen On: The date and time of the last mailpiece scan.

• Last Seen At: The city and state of the last postal facility where the mailpiece was scanned.

• Estimated Delivery Date: The original estimated delivery date for the mailpiece.

• Actual Delivery Date: The date on which the mailpiece was actually delivered.

Outbound Undeliverable Mailpieces Report

The Outbound Undeliverable Mailpieces Report allows the user to view information for all outbound mailpieces in a particular job that were undeliverable.


• Job Header — This will follow the same format as that described under "Outbound Delivered Mailpieces Report Job Header” on page 64.

• Mailpiece Details — The table provides the following information for each mailpiece:

– Enterprise Keys 1, 2, and 3: The enterprise key(s) as defined for the mailpiece.

– Customer Name: The name of the mailpiece recipient.

– Address: The address of the mailpiece recipient.

– ACS Scan Description: The ACS scan description for the mailpiece, detailing why it was unable to be delivered.


Job Status Report

Outbound Spoiled Mailpieces Report

The Outbound Spoiled Mailpieces Report allows the user to view information for all outbound mailpieces in a particular job that were spoiled.





– Customer Name: The name of the mailpiece recipient.

– Address: The address of the mailpiece recipient.

– Mail.dat File Name: The name of the Mail.dat file associated with this mailpiece.

– Prepared Date: The date on which the Mail.dat file was prepared.


Chapter A: MAIL360 Data Manager™ Report Formats Job Status Report

Inbound Delivered Mailpieces Report

The Inbound Delivered Mailpieces Report allows the user to view information for all delivered remittances in a particular job.





– Last Seen On: The date and time of the last mailpiece scan.

– Last Seen At: The city and state of the last postal facility where the mailpiece was scanned.

– Actual Delivery Date: The date on which the mailpiece was actually delivered.


Postal Activity Reports


MAIL360 Data Manager™ allows users to track and report the delivery status of mailpieces, mailing jobs, and shipments. MAIL360 Postal Activity Reports provide an additional set of reports to improve the reporting flexibility of MAIL360 and to provide mailpiece-level, job-level, and system-wide reporting of mail activity. Following Postal Activity Reports are available:

• Change of Address (COA) Report

• Undeliverable as Addressed (UAA) Report

• Days in System Report

• USPS Performance Report

Change of Address (COA) Report

The Change of Address (COA) Report lists the ACS-COA scan events that has been received from the USPS® for a user specified period of time.

The COA report displays the date on which the report request has been processed and the input parameters (date range) specified while generating the report. The report also displays the USPS source (Full Service) from which the MAIL360 Data Manager system receives the ACS data. The report body consists of the ACS-COA scan events categorized based on their mail types. For each mail type, if there exists any ACS-COA scan events, the report includes a header row showing name of the mail type and the count of scan events for that mail type. The header row is followed by the list of ACS-COA scan events in a tabular format. Each row includes the following information:



• Old Address: The address of the mailpiece recipient before COA request.

• New Address: The address of the mailpiece recipient after COA request.

• COA Date: The date on which ACS-COA scan event has been received.

• ACS Type: The type of ACS, such as Full Service ACS, OneCode ACS, or Traditional ACS.


Chapter A: MAIL360 Data Manager™ Report Formats Postal Activity Reports

• Move Type: The type of move (change of address); Fam (Family), Ind (Individual), or Bus (Business).

• Delivery Date: The date on which the mailpiece has been delivered to the forwarded address.

Undeliverable as Addressed (UAA) Report

The Undeliverable as Addressed (UAA) report lists the ACS-Nixie scan events received from the USPS® over a user specified time period. The report header lists all the nixie codes along with their descriptions published by the USPS®. The header also displays the date on which the report request has been processed.

The UAA report displays the input parameters (date range) specified while generating the report. The report also displays the USPS source (Full Service) from which the MAIL360 Data Manager system receives the ACS data. The report body consists of the ACS-Nixie scan events categorized based on their mail types. For each mail type, if there exists any ACS-Nixie scan events, the report includes a header row showing name of the mail type and the count of scan events for that mail type. The header row is followed by the list of ACS-Nixie scan events in a tabular format. Each row includes the following information:





• Address: The address of the mailpiece recipient.

• Nixie Code: The deliverability code for UAA.

• ACS Type: The type of ACS, such as Full Service ACS, OneCode ACS, or Traditional ACS.

• Nixie Date: The date on which ACS-Nixie has been received by the MAIL360 Hub from the USPS®.

Days in System Report

The Days in System report provides detailed information on outbound mailpieces that have been mailed during the time period specified by a user. A summary of the number of mailpieces that have been sent to various levels (State, USPS SCF, 3 Digit-ZIP code, or 5 Digit-ZIP code locations) and the number of mailpieces delivered by Day (Day 1, Day 2, through Day n) are displayed in a tabular format.


• Job Header — The Report Summary information at the top of the Days in System Report makes up the job header. It includes the following:

– Date Range: The start and end dates to specify the time period for which the user wants to generate the report.

– Total Mailpieces: The total number of mailpieces mailed during the time period specified by the user while generating the report.

– Mailpieces Tracked: The total number of mailpieces tracked during the time period specified by the user (At least 1 USPS® Confirm® scans).

– No of Mailpieces Delivered: The total number of mailpieces delivered during the time period specified by the user.

– % of Mailpieces Delivered: The percentage of mailpieces delivered during the time period specified by the user.


Chapter A: MAIL360 Data Manager™ Report Formats Postal Activity Reports

• Report Details — The table provides the following information for each State, SCF, ZIP 3 or ZIP 5:

– SCF/ZIP-5/ZIP-3: The State, SCF, ZIP-3 or ZIP-5.

– Avg. Elapsed Days: The Average Elapsed Days for delivery.

– Total Mailpieces: The total number of mailpieces mailed during the time period specified by the user while generating the report.

– Day 1: The number of mailpieces delivered by Day 1.

– Day 2: The number of mailpieces delivered by Day 2. And so on.

– Day n: The number of mailpieces delivered by Day n.

USPS Performance Report

The USPS Performance Report ranks all similar USPS® facilities based on their achievement in delivering mailpieces in a delivery window of a configurable number of days. This report shows the delivery performance by the USPS® facility and helps the user identify those USPS® facilities that have the best and worst performance. The Performance Report measures the performance of a facility based on the mailpieces scanned at USPS SCF, 3 Digit-ZIP code, or 5 Digit-ZIP code locations.

This report consists of the following information:

• SCF/ZIP-5/ZIP-3: The State, SCF, Zip-3 or Zip-5.

• Total Mailpieces Scanned: The total number of mailpieces scanned during the time period specified by the user while generating the report.

• Over 2 days: The total number of mailpieces delivered in more than 2 days.

• 2 or Less days: The total number of mailpieces delivered within 2 days.

• % Over 2 days: The percentage of mailpieces delivered in more than 2 days.

• % 2 or Less days: The percentage of mailpieces delivered within 2 days.

2 days is the value selected by the user in the Delivered in drop-down list while entering the information on the input screen.


Remittance Summary Report

Remittance Summary Report

The Remittance Summary report provides the daily volume of incoming (remittance) mail to a lock box over a user specified time period. The report data can be used by the customers to determine their staffing requirements.


• Lock box: Name of the lock box that receives the mails.

• Lock box ZIP: The ZIP code of the lock box.

• Arrival Date: The date of receiving the remittances.

• Mailpieces Delivered: The number of mailpieces that had been delivered on the Arrival Date.

• Mailpieces Expected: The number of mailpieces that had not been delivered, but were expected to be delivered on the Arrival Date. In other words, the total number of mailpieces expected to be delivered on the Arrival Date minus the number of mailpieces already delivered on that Arrival Date.

Based on the date range specified for generating the Remittance Summary report, the ideal behavior of this report will be as follows:

• For an Arrival Date in the past, the report will show a number only under the Mailpieces Delivered column, as all the mailpieces that were expected to arrive should have already been delivered.

• For an Arrival Date in future, the report will show a value only under the Mailpieces Expected column.

• For an Arrival Date as the current date, it is possible to see values under both the columns, Mailpieces Delivered and Mailpieces Expected.


Chapter A: MAIL360 Data Manager™ Report Formats Mailpiece Production Audit Report

Mailpiece Production Audit Report

The Mailpiece Production Audit Report provides the complete audit trail when a mailpiece is processed at each production step.


Mailpiece Detail:

This section of the report includes mailpiece information provided in the MRDF file that you submitted to a production facility.

• Account Identifier: account identifier of the customer (mailpiece recipient)

• RunID: unique Run ID of the MRDF

• SLA Due Date: the date on or before which the mailpiece is expected to be produced (printed/ inserted)

• Job Type: type of job

• IMb: Intelligent Mail barcode to be printed on the mailpiece

• MailpieceID: unique ID of the mailpiece

• DATA1, DATA2, DATA3, DATA4, and DATA5: these fields contain information as per your configuration settings to process MRDF files. How to customize these default field labels, refer the MAIL360 Data Manager™ Installation and Administration Guide.


Mailpiece Production Audit Report

Mailpiece Production Detail:

This section includes the audit trail information in a tabular format. Each row contains the following fields:

• Disposition: what happened to the mailpiece as a result of the mailpiece event. Example values are: InProcess, RemovedJam, RemovedOperator, Outsorted, Completed, Unprocessed, ManuallyRejected, ManuallyRepaired, and Deferred.

• Status: status of the mailpiece as a result of this mailpiece event. Example values are: Unknown, Bad, Maybe, Good.

• Result: defines whether or not additional events are required on the logical mailpiece. This is a function of Disposition and Status. Example values are: Unfinished, Finished, Failed, and Deferred. Finished and Deferred indicate that no further processing is required for the logical mailpiece.

• Machine: name of the machine (printer/inserter)

• Operator: name of the person operating the machine

• Production Facility: name of the facility where production step is being executed

• mpdfDATA1, mpdfDATA2, mpdfDATA3, mpdfDATA4, and mpdfDATA5: these fields contain information as per your configuration settings to process MPDF files. How to customize these default field labels, refer the MAIL360 Data Manager™ Installation and Administration Guide.

• Process Time: date & time of executing the production process step

• Process Step: type of production process: print or insert


B
Input File Formats
In this appendix:

About the Input File Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 Job File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76 MRDF (Mail Run Data File) . . . . . . . . . . . . . . . . . . . . . . . . 78 MPDF (Mailpiece Data File) . . . . . . . . . . . . . . . . . . . . . . . . 80

About the Input File Formats


The following sections describe various records included in the input files.

Job File

Job Record (Header Record)

This is the first record in the file, and has the following layout:

Starting Required/ Field Type Position Size Value Optional

Record Type 1 1 “J” Required

Version 2 3 “100” Required

Job Name 5 50 Required

Is Complete 55 1 Required

Owner Code 56 64 Required

Mailing Date 120 14 MMDDYYYYHHMMSS Required

Job Description 134 512 Required

Mailpiece Set Record

There is one record for each mailpiece set, with the following layout:

Starting Field Type Position Size Value Required/Optional

Record Type 1 1 “S” Required

Owner Code 2 64 Optional

Enterprise Key1 66 64 optional



Data1 258 64 optional




Chapter B: Input File Formats About the Input File Formats

Outbound Mailpiece Record

There is one record per mailpiece set if:

• The mailpiece set is an outbound mailpiece set, or

• The mailpiece set is an outbound mailpiece set with remittance.

The Outbound Mailpiece Record has the following layout:


Record Type 1 1 “O” Required

Imb 2 31 Required

Drop Zip 33 5 Required

Name1 Prefix 38 35 Optional

Name1 First Middle 73 100 Optional

Name1 Last 173 60 Optional

Name 1 Suffix 233 35 Optional

Name2 Prefix 268 35 Optional

Name2 First Middle 303 100 Optional

Name2 Last 403 60 Optional

Name2 Suffix 463 35 Optional

Business Name 498 60 Optional

Name Non Standard 558 260 Optional

Address Line 1 818 100 Optional

Address Line 2 918 100 Optional

Address City 1018 40 Optional

Address State Code 1058 2 Optional

Address Zip5 1060 5 Optional

Address Zip4 1065 4 Optional

Address Non Standard 1069 512 Optional

Lacs Link Indicator 1581 1 Optional

Lacs Return Code 1582 2 Optional




Dpv Confirmation Indicator 1584 1 Optional

Dpv Cmra Indicator 1585 1 Optional

Dpv False Positive 1586 1 Optional

Dpv Vacant 1587 1 Optional

Dpv Footnote Codes 1588 40 Optional - Please review the USPS DPV® productlicensee performance requirements for an up-to-date listing of Delivery Point Validation footnote codes.

Inbound Mailpiece Record

Field Type Starting Position Size Value Required/Optional

Record Type 1 1 “I” Required

IMb 2 31 Required

Data1 33 64 Optional



Trailer Record

Field Type Starting Position Size Value Required/Optional

Record Type 1 1 “T” Required

Total Mailpiece Sets 2 10 Required

MRDF (Mail Run Data File)

An MRDF includes a header record followed by the mailpiece records.

To process an MRDF in MAIL360 Data Manager, you have to specify the exact field positions along with length in the MailRunFormats.xml configuration file. Refer MAIL360 Data Manager™ Installation & Administration Guide.


Chapter B: Input File Formats About the Input File Formats

MRDF Header Record

MAIL360 Data Manager processes only the following mandatory fields provided in the MRDF header record:

Field Maximum Size Data Type Required/Optional

Run ID 20 alphanumeric Required

Job Type 15 alphanumeric Required

SLA Due Date 22 datetime Required

(YYYY/MM/DDhh:mm:ss.sss)

MRDF Mailpiece Record

MAIL360 Data Manager processes only the following fields provided in an MRDF mailpiece record:

Field Maximum Size Data Type Required/Optional

Account Identifier 64 alphanumeric Required

Piece ID 6 integer Required

IMb 21 to 31 alphanumeric Required

NOTE: IMb is only used for USPS postal tracking. Therefore, if you are using MAIL360 Data Manager only for production tracking, then IMb will be optional. Moreover, if you are using any other (non USPS) mail carrier, then IMb will not be available in the MRDF.

Data1 64 alphanumeric Optional





NOTE: The above optional fields are in addition to the mandatory fields of an MRDF mailpiece record that you can configure for processing in MAIL360. How to configure, refer MAIL360 Data Manager™ Installation & Administration Guide.



MPDF (Mailpiece Data File)

The below table lists the fields that have been configured in the MailRunFormats.xml file by default. You can change the configured fields as per the format of your MPDF files. Refer MAIL360 Data Manager™ Installation & Administration Guide.

MAIL360 Data Manager processes only the following fields provided in an MPDF mailpiece record:

Field Name Data Type Required/Optional

TIMESTAMP date & time Required

RECORD_NUMBER integer Required

STATUS alphanumeric Required

RESULT alphanumeric Required

DISPOSITION alphanumeric Required

ACCOUNT integer Required

MAILDATE date Required

EXTRA_DATA IMb Required

NOTE: IMb is only used for USPS postal tracking. Therefore, if you are using MAIL360 Data Manager only for production tracking, then IMb will be optional. Moreover, if you are using any other (non USPS) mail carrier, then IMb will not be available in the MPDF.

RUNID integer Required

JOBTYPE alphanumeric Required

OPERATOR alphanumeric Required

PROCESS_STEP alphanumeric Required

MACHINE alphanumeric Required

Data1 alphanumeric Optional





NOTE: The above optional fields are in addition to the mandatory fields of an MPDF record that you can configure for processing in MAIL360. How to configure, refer MAIL360 Data Manager™ Installation & Administration Guide.


C
Text Search
In this appendix:

About the Text Search Feature . . . . . . . . . . . . . . . . . . . . . . . . . 82

About the Text Search Feature

About the Text Search Feature

The MAIL360 Data Manager™ User Interface allows you to search for mailpieces. The Text Search feature improves the usability when you search for data in your MAIL360 Data Manager™ by including additional search operators. This feature includes the following:

• Provides you the flexibility of searching by entering partial text, eliminating the restriction of performing exact match searches. You do not need to specify the exact text that you want to retrieve. For example, you can search for "june2008invoices" by entering only "june" in the search criteria. All the data containing text, "june" will be returned after the search.

• Displays the retrieved records in the sorted order based on their relevance. For example, you want to retrieve "Steven" in the hit list (search output) on the Mailpiece Query Screen when searching for "Steve" in the first name field. After the search is executed, the Text Search feature will display all records that exactly match "Steve" at the top of the hit list. Then, all records such as, "Steven" that contain "Steve" are displayed after the exact matches and at the end of the list, records that sound like "Steve" are displayed.

• Allows you to navigate through the search results using pagination at the bottom of the screens.


GL
Glossary
Business Mail Entry Unit (BMEU)

The area of a postal facility where mailers present bulk mail and seek acceptance by USPS®. The BMEU provides dedicated platform space, office space, and a staging area on the workroom floor.

Container

An equipment that can be used to transport multiple mailpieces from/to a USPS® facility. It can be of many types, such as tray, pallet, and sack.

Delivery Point ZIP Code

The ZIP Code of the postal facility where the physical mail is presented to and accepted by the USPS®. Or, it can also be the ZIP Code of the Delivery Address to which a mailpiece is actually being delivered by the USPS®.

Drop date

The date and time at which you plan to drop off a shipment at a mailing facility.

Drop ZIP Code

The ZIP Code of the postal facility where the physical mail is presented to and accepted by the USPS®. In other words, the ZIP Code of the postal facility from where a physical mail starts its journey.

Enterprise key

A unique (or near-unique) value associated with a mailpiece, such as a customer account number, phone number, etc.

Estimated Delivery Date

The expected delivery date of a mailpiece.

Hit List

The search results that are generally presented as a list to the user.

Intelligent Mail® barcode

A four-state barcode (consisting of a barcode identifier, service code, mailer ID, serial number, and

ZIP Code) which will be used to replace the POSTNETTM and PLANET Code® barcodes. Because it is composed of up to 31-digits, it can contain far more information than its predecessors. The

USPS® is pushing mailers to adopt this new barcode in order to improve their service performance, monitor Move Update compliance, and add new and improved services.

Intelligent Mail® container barcode

A 21-character data string encoded in a barcode that generally follows the GS1-128 barcode symbology. This barcode printed on the labels prepared by the mailers to identify the mail owner and the containers (containers, hampers, and pallet boxes). It provides a link between the electronic mailing record and the physical mail aggregate.

Intelligent Mail® tray barcode

A 24-digit barcode printed on the Intelligent Mail tray labels. The barcode provides the destination ZIP Code, the contents of the tray, processing information, the mailer, and the unique serial number for the tray. This barcode follows the ISS Code 128 symbology.

Job

A collection of defined mailpieces.

Job key

A unique ID identifying a job.

Mail Owner

The entity responsible for the mailing that is being tracked.

Mailer

See Mailer ID.

Mailer ID

The six- or nine-digit USPS® number assigned to a mailer or mail owner. In Data Manager, each mailer ID has its own pool of serial numbers to be used for allocating and tracking Intelligent Mail® barcodes. This pool can be organized into partitions based on a user-assigned numbering scheme.

Mailpiece key

An optional key assigned to each mailpiece to enable limitless tracking. This key is guaranteed to be permanently unique.

Mailpiece set key

This is the same as the mailpiece key for the mailpiece included in the set (or the key of the outbound mailpiece in the case of an outbound with remittance set).

Relevance Ranking

A sorted list of retrieved records so that those most likely to be relevant (or the best results) are shown first to the users.

Serial number

The six- or nine-digit number allocated by MAIL360 Data Manager for each mailpiece which must

remain unique for an assigned period of time. This number makes up part of the Intelligent Mail®

barcode.


Chapter GL: Glossary

SLA Due Date

The date, by which, production of MRDF mailpiece records is expected to be finished.

Start-the-Clock

Start-the-clock is the date and time when a container/tray containing mailpieces enters (inducted) in

a USPS® postal facility.

Search Operator

An instruction that joins keywords to form a new, more complex query that enables users to look for several words at once. The most common search operators are the three Boolean operators (AND, OR, and NOT), which allow the inclusion or exclusion of documents from the search results.

Service code

Part of the Intelligent Mail® barcode that indicates which USPS® services the mailer wishes to purchase, if any. In some cases, this number may also reflect the class of mail. Start-the-Clock, Confirm® and OneCode ACS™ are the primary services offered today, but more are coming.

Text Search

A feature that examines the words in the database and tries to match search words supplied by the user.

Tray

A container used by mailers and USPS® postal facilities to carry letters/flats. A tray can be manufactured using fiberboard or plastic in various sizes and shapes. It is a basic unit of mail quantity for preparing mail to qualify for specific postage prices.

Universally Unique Identifier (UUID)

A key obtained using a software industry standard for uniqueness.



Index

B

Business roles creating (Identity Server UI) 49 deleting (Identity Server UI) 51 managing (Identity Server UI) 51 updating (Identity Server UI) 52

C

Cascading 46 Change of Address (COA) Report 68

D

Days in System Report 70 Delivery Report 63 Diagnostic Utility 53

G

Group associating users with (Identity Server UI) 48 creating (Identity Server UI) 46 deleting (Identity Server UI) 48 managing (Identity Server UI) 47 managing access rights for 46

Groups working with (Identity Server UI) 46

I

Identity Server UI 40 input file

inbound mailpiece record format 78 job record format 76 layout 77 mailpiece set record format 76 trailer record format 78

Input File Formats 76 Input file formats 75 Interface, MAIL360 Data Manager 9

J

Job 6 Job ACS Report 61 Job Status Report 64 Job Summary Report 59 Job Summary Report sample 59 Jobs 22

M

Mail.dat 36 Mailpieces 12 managing group access rights (Cascading) 46 MPDF 6 MRDF 6

O

Organizations managing (Identity Server UI) 45 working with (Identity Server UI) 44

Organizations (Identity Server UI) 44

P

Password, changing for Data Manager UI 11 Password, changing for Identity Server UI 43 Production Audit Report 34

R

Remittance Summary Report 72 Reports ??–63

UI 26

T

Text Search Feature 82

U

UI 9 Undeliverable as Addressed (UAA) Report 69


V

User creating (Identity Server UI) 41

Users managing (Identity Server UI) 42

Users, working with (Identity Server UI) 41 USPS Performance Report 71

Viewing 26 Days in System Report 32 Delivery Report 29 Job ACS Report 27 Job Status Report 28 Job Summary Report 28 Remittance Summary Report 34 Reports in the Report Inbox 35 Undeliverable as Addressed (UAA) Report 31 USPS Performance Report 33


Documentation Feedback Send us feedback by clicking the Report an Error button in the lower-right corner of the page on which you want to comment. Then, fill in the information below and click Send. Your feedback will be emailed directly to the Pitney Bowes Software technical writer responsible for this document. We read every comment!

If you are reading this document in hard copy and want to send us feedback, you may email us at [email protected], with the subject line “Documentation Feedback.” Please include the information shown below in your email.

Document Title:

Document Date:

Software Version:

Comment Regarding Page:

Contact Preferences

May we contact you if we have questions about your comments?

Yes No

Contact Information

Name:

Email:

Phone:

Best time to contact:

Your Comments

Enter your comments here:

mailto:[email protected]

Date post:	25-Jul-2020
Category:	Documents
Upload:	others
View:	7 times
Download:	0 times

MAIL360 Data Manager™ · To ingest an MPDF: 1. Navigate to the appropriate sub-folder in the ....

Documents