1-2-3 Electronic Postage Documentation (2008) Slide 1: United States Postal Service Logo in the far left top corner. Has the heading: Postage Statement Wizard Mail.dat Web Services The words included are: The 1-2-3 of Electronic Postage Documentation Image Information: Image of a desktop computer with a envelope in front of it. End of Image information. Notes: End of Slide 1. Slide 2: United States Postal Service Logo in the far left top corner. Has the heading: Table of Contents The words included are: Introduction Chapter 1. Getting Access Chapter 2. Customer Support Chapter 3. Methods of Electronic Submission a. Postage Statement Wizard® b. Web Services b. Mail.dat® Chapter 4. Electronic Submission Process a. Postage Statement Wizard® b. Web Services b. Mail.dat® End of Text. Notes: End of Slide 2. Slide 3: United States Postal Service Logo in the far left top corner. Has the heading: Introduction The words included are: The United States Postal Service® is using the newest technology to modernize and improve its overall efficiency in mail processing and delivery. The PostalOne!® system that manages business mailing transactions is designed to use the Internet to streamline the mail acceptance process by facilitating the electronic exchange of mailing information between you and the Postal Service™. End of Text. Notes: This presentation is designed to inform you how the PostalOne! system enables you to electronically submit postage statements and supporting documentation to your acceptance unit. It will provide you with an understanding of the various methods of electronic information exchange available. These electronic services will benefit you by expediting the acceptance of your mail and providing online visibility into the mailing process. End of Slide 3. Slide 4: United States Postal Service Logo in the far left top corner. Has the heading: Introduction The words included are: Audience: This presentation is for those using Bulk Business Mail or providing mailing services to people performing business mailings to reach their customers Prerequisite: Hold a business mailing account at an acceptance unit; And/Or prepare and present business mailings to an acceptance unit; And/Or provide bulk business mailing services to their own customers Assumptions: Computer with Internet connection Image Information: Man sitting at a computer, typing and smiling, with the words 'Mail Preparer' under the photo. Woman working at a computer, talking on the telephone, with the words 'EMEU Ckerk' under the photo. End of Image information. Notes: End of Slide 4. Slide 5: United States Postal Service Logo in the far left top corner. Has the heading: Introduction The words included are: Manual Completion and Hard Copy Submission of Mailing Information Image Information: Cartoon of a publisher with a lot of mail on it's desk and floor with the balloon saying 'The postage statement & documentation is ready to go to the Post Office'. End of Image information. Notes: Most mailers provide paper postage statements and supporting documentation to the Postal Service. Mailers who use software to prepare mail typically generate postage statements and documentation right from the software. Some mailers handwrite postage statements and provide typed or handwritten supporting documents with their mailings. End of Slide 5. Slide 6: United States Postal Service Logo in the far left top corner. Has the heading: Introduction The words included are: Manual Completion and Hard Copy Submission of Mailing Information When you present your mailing and documents to mail acceptance personnel, they manually key your postage statement information into the PostalOne! system and provide you with a hard copy receipt. Image Information: Cartoon of a man using a dolly to cart boxes. Cartoon of a person sitting a desk with stacks of papers on the desk, one of each side of the person and 3 stacks on the floor next to the desk. End of Image information. Notes: This process of using hard copy and manual entry of information is costly (in both time and supplies) and prone to errors. We are introducing a new way of working with the Postal Service – electronic submission of postage statements and supporting documentation. End of Slide 6. Slide 7: United States Postal Service Logo in the far left top corner. Has the heading: Introduction The words included are: Electronic Submission of Mailing Information Using the PostalOne! system over the Internet eliminates the need to print and provide a hard copy postage statement with your mailing. You simply send your mailing information electronically to the acceptance unit where it is available when you bring in your mailing. Once you arrive, acceptance personnel verify and accept your mail and you’re done. You can view your mailing transaction online any time. Having online access to your mailing account also enables you to check your available funds to ensure you have enough for your mailing. You can also view past transactions to track your mailing and cost trends Image Information: Image of people standing in lines with a circle and a line drawn through it and the words 'Avoid lines' under it. Person sitting at a desktop computer with the words 'Electronically submit' under it. End of Image information. Notes: You simply send your mailing information electronically to the acceptance unit where it is available when you bring in your mailing. Once you arrive, acceptance personnel verify and accept your mail and you’re done. You can view your mailing transaction online any time. End of Slide 7. Slide 8: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 1 - Getting Access The words included are: In order to submit your mailing information electronically you must first obtain a PostalOne! account. To apply for a PostalOne! Account, contact your local Business Mail Entry (BME) office and make an appointment to preview Postage Statement Wizard. At the BME, you can complete and submit the application. Upon receipt of the required documentation, the Postage Statement Wizard Application Coordinator for your District will send you an email message that will include your user ID and password. You’re ready to log into PostalOne! – www.uspspostalone.com/postal1. End of Text. Notes: End of Slide 8. Slide 9: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 1 – Getting Access (bullet)Contact your local Business Mail Entry Unit or post office (bullet)They will provide you with the forms that constitute the PostalOne! application: a. Data Exchange Agreement b. Site Administrator Designation Form c. PS Form 1357-C – Customer Request for Computer Access (bullet)On PS Form 1357-C, Section B, Line 2 – enter the following information: a. PostalOne! as the “Application” b. enter MAIL OWNER or MAIL PREPARER c. enter your permit number and permit type d. enter the finance number of the BMEU or post office to which you will be electronically submitting postage statements End of Text. Notes: If you want MAIL OWNER access – that means you’ll only be submitting postage statements for the permit numbers you ‘own’ – you need only complete PS Form 1357-C. However, if you’re a MAIL OWNER who will be submitting postage statements via Mail.dat or Web Services, you have to complete all three (3) documents. End of Slide 9. Slide 10: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 1 – Getting Access The words included are: (bullet)BMEU or post office personnel will mail the completed application to the district Postage Statement Wizard Application coordinator (bullet)Applicant will receive PostalOne! log on user ID and password via email End of Text. Notes: End of Slide 10. Slide 11: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 2- Customer Support The words included are: (red bullet)Contact your local Business Mail Entry Office or contact the PostalOne! Help Desk at 800.522.9085 (red bullet)Documents can be obtained at the following sites: (red bullet)Additional information on Mail.dat is available at: http://www.usps.com/postalone/guides.htm (red bullet)Additional information on Web Services is available at: http://www.usps.com/postalone/guides.htm (red bullet)Additional information on the Postage Statement Wizard is be available on April 6, 2007 at: http://www.usps.com/postalone/guides.htm (red bullet)Additional information on IDEAlliance is available at: http://www.idealliance.org End of Text. Notes: Before contacting the PostalOne! Help Desk, please review the resources listed on this slide or call your local post office for BMEU. End of Slide 11. Slide 12: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 3 -- Methods of Electronic Submission The words included are: There are three methods that allow you to submit postage statements electronically: (red bullet)Postage Statement Wizard® (red bullet)Web Services (red bullet)Mail.dat® Image information: A desktop computer with the words 'Desktop PC' under it. End of Image information. Notes: The following slides provide a description of what you will be able to view based on your access as a Mail Owner or Mail Preparer. They also provide a description of each electronic submission method and identify criteria for selecting a particular format. You will also understand what postage documents can be submitted using each method. End of Slide 12. Slide 13: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 3 – Methods of Electronic Submission The words included are: What You Get With Online Access As a Mail Owner (permit holder), you will be able to view: (red bullet)Balances and Fees for permits Image information: Snapshot of the 'Welcome to the Business Cutomer Gateway' webpage of the United States Postal Service Website. Snapshot of the 'Balances and Fees' webpage of the United States Postal Service Website. End of Image information. Notes: The left side of this slide shows the BUSINESS CUSTOMER GATEWAY…that’s the landing page for users who have access as a MAIL OWNER. The right hand side of the page shows the BALANCE and FEES page. End of Slide 13. Slide 14: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 3 – Methods of Electronic Submission The words included are: What You Get With Online Access As a Mail Owner (permit holder), you will be able to view: (red bullet)Postage transactions (red bullet)Electronic statements submitted online, that have not been processed (red bullet)Mail quality reports Image information: Snapshot of the 'Reports' page of the United States Postal Service Website. End of Image information. Notes: When MAIL OWNERS click on REPORTS from the Business Customer Gateway, they will have access to VIEW TRANSACTIONS (all financial transactions conducted against accounts that are linked to their profile); PENDING POSTAGE STATEMENTS (postage statements they have submitted but have not yet been finalized by the USPS); and Electronic Mail Improvement Report (reports on mailings that were found to have preparation issues during processing). End of Slide 14. Slide 15: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 3 – Methods of Electronic Submission The words included are: What You Get With Online Access As a Mail Owner (permit holder), you will be able to view: (red bullet)Postage transactions and detailed postage statements (red bullet)Download finalized postage statements (red bullet)Print your own postage statements & receipts Image Information: Snapshot of the 'Transactions' webpage of the United States Postal Service Website. Snapshot of the 'Postage Summary' webpage of the United States Postal Service Website. End of Image information. Notes: MAIL OWNERS will be able to view postage statements that they or their mailing agent(s) submitted. They can also download and print these reports. End of Slide 15. Slide 16: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 3 – Methods of Electronic Submission The words included are: What You Get With Online Access As a Mail Owner (permit holder), you will be able to view a listing of: (red bullet)Pending Postage Statement Wizard® statements (red bullet)The pending transactions are not available to view Image Information: Snapshot of the 'Pending Postage Statements' webpage of the United States Postal Service Website. End of Image information. Notes: Pending postage statements can be CANCELLED prior to being finalized by the USPS. However, they cannot be viewed after being submitted. End of Slide 16. Slide 17: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 3 – Methods of Electronic Submission The words included are: What You Get With Online Access As a Mail Service Provider (agent/preparer), you will be able to view: (red bullet)Mailing information for the customer mailings you are preparing, including postage statements, supporting documentation, and other mail status reports Image Information: Snapshot of the 'Dashboard' webpage of the United States Postal Service Website. End of Image information. Notes: Customers registered with PostalOne! as MAIL PREPARERS see the DASHBOARD as their landing page. The Mail Preparer Dashboard shows the same information as the USPS Dashboard; however, the navigation tools on the left menu are different. On the Mail Preparers Dashboard, mail preparers only see the postage statements and documentation they’ve submitted. End of Slide 17. Slide 18: United States Postal Service Logo in the far left top corner. Has the heading: 3a -- Postage Statement Wizard® The words included are: The Postage Statement Wizard (PSW) is a tool that provides you a secure way to submit a postage statement online, through your PostalOne! account. Image Information: A woman sitting at a desk, looking at a desktop computer, with the words 'Submit from your computer at work or home' under it. End of Image information. Notes: The Postage Statement Wizard verifies information as you complete an online postage statement. The PSW automatically populates the Permit Holder section of the postage statement based on the account number you provide. It guides you through the items you need to complete based on information you provide along the way. When you enter mailing information through PSW, it automatically calculates the postage and validates the mailing information you enter. Once you complete the postage statement online, you can submit these electronic statements directly to your acceptance unit from your computer. End of Slide 18. Slide 19: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 3a -- Postage Statement Wizard® User Profile The words included are: The typical user of the Postage Statement Wizard falls into one or more of the following categories: (red bullet)Mailer who typically writes or types postage statements (red bullet)Mailer who does not use software to generate mailing information (red bullet)Mailer who typically mails less than $7000 annually Image Information: A woman sitting at a desk, looking at a desktop computer, with the words 'Submit from your computer at work or home' under it. End of Image information. Notes: End of Slide 19. Slide 20: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 3a -- Postage Statement Wizard® The words included are: All domestic postage statements can be typed into the PSW tool and electronically submitted. (red bullet)First-Class Mail® & Priority Mail® – PS Form 3600 (red bullet)Periodicals - PS Form 3541 (red bullet)Standard Mail® - PS Form 3602 (red bullet)Package Services - PS Form 3605 (red bullet)PS Form 3700 Part A – First-Class Mail International No supporting documentation can be typed into PSW. You still need to provide hardcopy supporting documentation when presenting your mail. Image Information: Snapshot of the 'Submit a form' webpage of the United States Postal Service Website, with the words 'PSW Submit a Form Page' under it. End of Image information. Notes: Nonprofit mailers will click on PS Form 3602. If PostalOne! indicates the permit number is authorized for nonprofit rates, nonprofit rates will populate the postage statement. At this time, no supporting documentation can be typed into or submitted electronically using Postage Statement Wizard. Hard copy documentation must be submitted when required. End of Slide 20. Slide 21: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 3a -- Postage Statement Wizard® Benefits The words included are: (red bullet)Eliminates hard copy postage statements (red bullet)Saves preparation time (red bullet)Rate calculations done by PSW (red bullet)Online verification of information reduces errors (red bullet)Reduces wait times at acceptance units since Postal Service employees do not have to manually type in postage statements (red bullet)24/7 online access to financial information & reports (red bullet)View & print statements as well as receipts Image Information: A woman sitting at a desk, looking at a desktop computer, with the words 'Submit from your computer at work or home' under it. End of Image information. Notes: End of Slide 21. Slide 22: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 3b -- Web Services The words included are: Web Services provides you another secure way to electronically transmit postage statements and supporting documentation. Image Information: Two desktop computers with an arrow pointing from one to the other and the words 'Customer' on one computer and the words 'PostalOne!' on the other computer; below the image is the words 'Computer to Computer file transfer'. End of Image information. Notes: This option enables you or your software vendor to convert mailing information into an XML¹ format that can be transmitted directly to the PostalOne! system. Web Services files are generated from your computer. Data exchange testing with PostalOne! Customer Support is necessary prior to activation End of Slide 22. Slide 23: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 3b -- Web Services – User Profile The words included are: Typical mailer: (red bullet)Uses presort software programs (red bullet)Mails medium to large volumes (red bullet)Mails frequently (daily/weekly) However, you must have presort software that has PostalOne! Web Services capabilities or has technology to produce XML outputs. Image Information: Image of a lady standing next to a man who is sitting at a desk, using a desktop computer with the words 'Submit from your computer' under it. End of Image information. Notes: To obtain more information about Web Services you should speak to your mailing software vendor or contact the PostalOne! Help Desk at 1-800-522-9085 to obtain information on how to develop your own Web Services capabilities. End of Slide 23. Slide 24: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 3b -- Web Services The words included are: Postage statements that can be submitted using Web Services: (red bullet)First-Class Mail & Priority Mail - PS Form 3600 (red bullet)Periodicals - PS Form 3541 (red bullet)Standard Mail - PS Form 3602 (red bullet)Package Services - PS Form 3605 Supporting documentation that will be generated: (red bullet)Qualification Report Image Information: Two Postage Statements with the words 'Postage Statements' below it. End of Image information. Notes: End of Slide 24. Slide 25: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 3b -- Web Services - Benefits The words included are: (red bullet)Eliminates hard copy postage statements and supporting documents (red bullet)Saves preparation time (red bullet)24/7 online access to financial information & reports (red bullet)Reduces wait times at acceptance units since Postal Service employees do not have to manually type in postage statements (red bullet)Enables mailer to develop own browser “look & feel” (red bullet)Enables software vendors to provide additional value-added customer software offerings (red bullet)Postal Service controlled specification that requires no fee for use End of text. Notes: End of Slide 25. Slide 26: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 3c -- Mail.dat® The words included are: Mail.dat® is a tool that allows you to electronically submit files that contain your mailing information straight from your computer to the PostalOne! system. Unlike the Postage Statement Wizard, you do not have to perform data entry of postage statements through your PostalOne! account. Image Information: Mail.dat logo with the words 'A Specification of IDEAlliance' on top. The 'M' of 'Mail.dat' is an envelope. Under this logo is the url called 'http://www.idealliance.org/'. End of Image information. Notes: Your computer generates Mail.dat® files from your mailing software. These files are transmitted to the PostalOne! system. You may send these files from a desktop browser or a computer batch processing system. The PostalOne! system receives the file and generates the necessary postage statements and supporting documentation. Data exchange testing with the PostalOne! Help Desk (1-800-522-9085) is necessary prior to activation. End of Slide 26. Slide 27: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 3c -- Mail.dat® – User Profile The words included are: Typical user of Mail.dat® falls into one or more of the following categories: (red bullet)Use software programs to prepare and produce mailings (red bullet)Performs transportation planning & drop-shipping (red bullet)Mails large volumes and complex presorts Image Information: Two desktop computers with an arrow pointing from one to the other and the words 'Customer' on one computer and the words 'PostalOne!' on the other computer; below the image is the words 'Computer to Computer file transfer'. End of Image information. Notes: Anyone that uses presort software that produces a Mail.dat® output can use this method. You will need to register with IDEAlliance and pay a user license fee to use this file specification. End of Slide 27. Slide 28: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 3c -- Mail.dat® Postage statements that can be submitted using Mail.dat®: (red bullet)First-Class & Priority Mail - PS Form 3600 (red bullet)Periodicals - PS Form 3541 (red bullet)Standard Mail - PS Form 3602 (red bullet)Package Services - PS Form 3605 Supporting documentation that will be generated: (red bullet)Qualification Report (red bullet)Version Summary Report (red bullet)Customer Mail Report * (red bullet)Summary ZIP Destination Report* (red bullet)Postage Summary Report* Image Information: Image of a lady sitting at a desktop computer with the words "Data Entry Clerk" under the image. End of Image information. Notes: The supporting documentation marked with an asterisk (*) is only available to MLOCR mailers who are part of a pilot currently being conducted. End of Slide 28. Slide 29: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 3c -- Mail.dat® - Benefits The words included are: (red bullet)Streamlines every aspect of high volume mail preparation (red bullet)Eliminates hard copy postage statements and supporting documents (red bullet)Reduces administrative costs for printing & storage (red bullet)Provides dashboard access to all mailing activity for multiple accounts (red bullet)Electronically inspects mail files for formatting and field requirements Image Information: Snapshot of the 'Mail.dat' website with the words 'Mail.dat Home page' under the image. End of Image information. Notes: End of Slide 29. Slide 30: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4 – Electronic Submission Process The words included are: (bullet)Postage Statement Wizard® (bullet)Web Services (bullet)Mail.dat® Image Information: Cartoonish image of a two computers,one arrow pointing from one monitor of one computer to the other computer monitor. There is an image of a world between the two computers. End of Image information. Notes: End of Slide 30. Slide 31: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4a -- Postage Statement Wizard® Process The words included are: A series of words with arrows pointing from one to the other. They are as follows: Log on to PostalOne! arrow pointing to: Select a Form. arrow pointing to: Enter (bullet)Permit (bullet)User information (bullet)Mailing Characteristics arrow pointing to: Go to the Appropriate Section arrow pointing to: Complete Sections & Review arrow pointing to: Submit Online arrow pointing to: Mailer Presents Mail to USPS arrow pointing to: USPS Accesses Information in PostalOne! arrow pointing to: USPS Accepts and Verifies arrow pointing to: USPS Deducts Postage It has the words 'Step-by-Step Electronic Submission Process' under it. Image Information: A man sitting at a desk using a computer with the words 'Submit from your computer' under it. End of Image information. Notes: End of Slide 31. Slide 32: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4a – Postage Statement Wizard Process The words included are: (bullet)Logon to PostalOne! (bullet)Click Submit a Form (bullet)Select Form you wish to complete (bullet)Enter permit number & type (bullet)Enter piece weight, number of pieces, total weight of mailing (bullet)PostalOne! guides you to appropriate sections to complete End of Text. Notes: End of Slide 32. Slide 33: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4a – Postage Statement Wizard Process The words included are: (bullet)Review data entered (bullet)Read “warning messages” if any appear on Review page (bullet)Click Submit (bullet)Make note of confirmation number (also called Mailing Group ID) Image Information: A snapshot of the PSW Confirmation Page with the words 'PSW Confirmation Page' under it. End of Image information. Notes: This is the CONGRATULATIONS page. The MAILING GROUP ID is an 8-digit number that is assigned by PostalOne!. The Mailing Group ID number appears on the Dashboard of the post office to which the postage statement was submitted. It appears as a GROUP ID. End of Slide 33. Slide 34: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4b -- Web Services - Process The words included are: A series of words and images with arrows pointing from one to the other. They are as follows: Image of a cartoonish desktop computer with the word 'Customer' under it. arrow pointing to: Mailer Presents Mail to USPS arrow pointing to: USPS Accesses Information in PostalOne! arrow pointing to: USPS Accepts and Verifies and also pointing to: Image of a cartoonish desktop computer with the word 'PostalOne!®' under it. arrow pointing to: USPS Deducts Postage arrow pointing to: Data Available to Mailer for Online Viewing arrow pointing to: Image of a cartoonish desktop computer with the word 'PostalOne!®' under it. In the middle of the page, between all of these words with a series of arrows is as follows: Send Web Services File arrow pointing to: from one cartoonish computer to the other cartoonish computer with the words 'Customer' under the far left computer and the words 'PostalOne!®' under the far right computer. There is 4 snapshots of different webpages of the United States Postal Service Website under the words 'Send web Services File'. Under all of this is the words: 'Step-by-Step Electronic Submission Process'. End of Text and Image information. Notes: End of Slide 34. Slide 35: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4b – Web Services Process The words included are: Mail owners or mail preparers who wish to submit postage statement data via Web Services should review the technical specs located at: http://www.usps.com/postalone/guides.htm Testing with the PostalOne! Help Desk will be necessary prior to being able to submit ‘live’ files. End of Text. Notes: End of Slide 35. Slide 36: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - Process The words included are: A series of words and images with arrows pointing from one to the other. They are as follows: Image of a cartoonish desktop computer with the word 'Customer' under it. arrow pointing to: Mailer Presents Mail to USPS arrow pointing to: USPS Accesses Information in PostalOne! arrow pointing to: USPS Accepts and Verifies and also pointing to: Image of a cartoonish desktop computer with the word 'PostalOne!®' under it. arrow pointing to: USPS Deducts Postage arrow pointing to: Data Available to Mailer for Online Viewing arrow pointing to: Image of a cartoonish desktop computer with the word 'PostalOne!®' under it. In the middle of the page, between all of these words with a series of arrows is as follows: Send Mail.dat® File Under all of this is the words: 'Step-by-Step Electronic Submission Process'. End of Text and Image information. Notes: End of Slide 36. Slide 37: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - File Transfer The words included are: About File Transfer The File Transfer tool lets mail preparers quickly transmit Mail.dat files to the PostalOne! system for later verification by the Postal Service. This reduces, and ultimately eliminates, paper documentation that is required by the Postal Service, which results in savings for both the Postal Service and its customers. Image Information: At the far right is a snapshot of the Menu with the 'File Transfer' item circled in red' from the United States Postal Service Website. End of Image information. Notes: Additional information for slides 37 through 65 is available at http://www.idealliance.org. End of Slide 37. Slide 38: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - File Transfer The words included are: Before Transferring Files… (bullet)Before transferring your jobs to the PostalOne! system, it is recommended that you first validate your files. This increases the likelihood that your jobs will transfer successfully. (bullet)VERY IMPORTANT: Ensure that your computer has sufficient memory, according to the chart below. Table. Table: Table has 4 rows and 2 columns: Row 1: Column 1: (Header)Net Size of Mail.Dat Job (MB) Column 2: (Header)Recommended Physical RAM Row 2: Column 1: 0-10 Column 2: 64 MB Row 3: Column 1: 11-25 Column 2: 128 MB Row 4: Column 1: 26-50 Column 2: 256 MB End of Table. Under the table is the words: 'Job Megabytes vs. Computer Memory'. End of Text. Notes: End of Slide 38. Slide 39: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - File Transfer The words included are: (bullet)Make sure that your computer has the proper Java software (known as the JVM). NOTE: Some of the latest versions of Microsoft Windows® (such as XP) do not support the needed Java software that the File Validator uses. This is evident if you do not see the “All folders” and “File Contents of” panes on the File Validator page. For more information, see the section on technical/operational prerequisites specifically for software in the Mail.dat Technical Guide available on the PostalOne! website. Because newer Microsoft operating systems (such as Windows® XP) no longer support some Java software, users with new installations of Microsoft operating systems must now install Sun Microsystems Java Virtual Machine 1.4.2 or greater on their browsers. If you do not do this, the PostalOne! functions for file validation and manual file transfer will not work. The Batch Processor has a different requirement. End of Text. Image Information: Right next to the word 'Note', there is a image of a 'note tag'. End of Image information. Notes: End of Slide 39. Slide 40: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - File Transfer The words included are: To Transfer Mail.dat Job Files 1. On the left menu bar, click File Transfer. You may see a File Transfer Disclaimer stating that the information you are about to submit is true and can be monitored. To proceed, click I Accept. The File Transfer page displays the "All Folders" and "File Contents of" panes. (If you click I Do Not Accept, you cannot transfer files to the PostalOne! system.) Image Information: Snapshot of the 'File Transfer Certification' webpage the United States Postal Service Website. Directly under this snapshot is the words 'File Transfer Certification'. End of Image information. Notes: End of Slide 40. Slide 41: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - File Transfer The words included are: To Transfer Mail.dat Job Files (cont.) 2. The "All Folders" pane displays your computer's local hard drives (usually A, C, and D). Click the plus sign (+) next to the drive on which your jobs are saved. 3. In the "All Folders" pane, scroll up or down to locate the folder in which your job is saved. Image Information: Snapshot of the 'File Transfer' download webpage from the United States Postal Service Website. Directly under this snapshot is the words 'File Transfer'. End of Image information. Notes: End of Slide 41. Slide 42: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - File Transfer The words included are: To Transfer Mail.dat Job Files (cont.) 4. Select the proper folder by clicking the folder name. The "File Contents of" pane displays the job header files. NOTE: If the folder containing your job is in a subfolder, click the plus sign (+) next to the main folder to display the subfolders. From the subfolders, locate and select the appropriate folder. 5. In the “File Contents of” pane, select the header file of the job you want to transfer. NOTE: All files associated with a mailing job are transferred as a result of selecting the header file. To transfer multiple jobs simultaneously, hold down the CTRL key and click the header files of the jobs one at a time to select them. 6. Once you have selected the job header file(s), you can determine the location and name of the log file, just as you did when using the File Validator. To do this, click Validation Log File. By default, the File Validator writes the results to C:\VALIDATION.log. Image Information: Every where there is the word 'NOTE:' there is a image of a 'note tag'. End of Image information. Notes: End of Slide 42. Slide 43: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - File Transfer The words included are: To Transfer Mail.dat Job Files (cont.) 7. Click Transfer file(s) to begin the transfer. A File Transfer Certification page opens. 8. To proceed, click I Accept. While the file is transferring, you see a blue status bar beneath the “File Contents of” pane indicating transfer progress. 9. After your job has transferred, a message indicating the transfer status appears. Click OK to close the message and continue working. If you are transferring multiple jobs, the transfer message appears after each job is transferred. NOTE: If you do not click OK to close the message, the remaining jobs will continue to transfer in the background. 10. To check the status of your transferred jobs, click Transfer Summary. Image Information: Right next to the word 'Note', there is a image of a 'note tag'. End of Image information. Notes: End of Slide 43. Slide 44: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - File Transfer The words included are: Checking Job and File Upload Status (bullet)After you have transferred your Mail.dat jobs, use the Transfer Summary tool to track the status of the mailings. It lists information about the status of all jobs and files you have transferred, including when they were transferred. It also lists detailed error messages for files that failed to transfer. Using this tool gives you detailed insight into the status of your mailings, enabling you as a preparer to more effectively communicate job status with your customers. (bullet)To check job and file upload status: On the File Transfer page, click Transfer Summary. The Job Status page opens. Initially, recently transferred jobs may not appear. To update the Jobs column, click Refresh. In the Job Status column, jobs will either be reported as “successful,” “In progress,” or “failed.” If your job is reported as “failed,” see the Mail.dat Technical Guide End of Text. Notes: End of Slide 44. Slide 45: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - File Transfer The words included are: Checking Job and File Upload Status (cont.) 2. By default, the Job Status page displays the first eight jobs. To view the next eight jobs, click Next 8 at the bottom of the page. NOTE: To change the number of jobs displayed per page, select a number from the Show records list. 3. To check file upload status, click a Job ID in the Jobs column or enter a Job ID in the Search Job ID box, then click Search. (The Job Detail page displays all files associated with the selected job, file upload date and time, and upload status appears. The Completed Job column will either list the date and time at which a file was successfully uploaded, or report the file upload as “Failed” or “In progress.”) Image Information: Right next to the word 'Note', there is a image of a 'note tag'. End of Image information. Notes: End of Slide 45. Slide 46: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - File Transfer The words included are: Checking Job and File Upload Status (cont.) 4. To view the status of a file's progress, click the file name in the File (Click for Errors) column. A message box displays error details. For an explanation of error messages, check the Mail.dat Technical Guide. 5. To continue working, click Close. End of Text. Notes: End of Slide 46. Slide 47: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - File Transfer The words included are: Alternate Access to File Transfer Application (bullet)If you are unable to access the File Validator or Transfer tools, e-mail a Mail.dat job or a manifest file as a compressed WinZip file to: postalone@email.usps.gov. The subject field of the e-mail should include either “validation” or “insertion” to indicate whether the files should be validated or inserted in the PostalOne! database. (bullet)The PostalOne! Help Desk makes every effort to process files within 48 hours of receipt. A confirmation e-mail will be sent once the files have been processed and will include the result. For submissions that contain validation errors, the validation log will be included as an attachment to the confirmation e-mail. End of Text. Notes: End of Slide 47. Slide 48: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - File Validator The words included are: About File Validator The File Validator checks your Mail.dat® files to ensure that all required fields are populated and contain the correct character format. It also checks optional fields for correct character formatting. Now you will learn how to use the File Validator feature, which improves the likelihood that your Mail.dat jobs are successful. Image Information: At the far right is a snapshot of the Menu with the 'File Validator' item circled in red' from the United States Postal Service Website. End of Image information. Notes: End of Slide 48. Slide 49: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - File Validator The words included are: Before Validating Files… (bullet)You may wish to change the validation.log file location and file name by clicking Validation Log File. The default name and location are C:\VALIDATION.log. (bullet)VERY IMPORTANT: Ensure that your computer has enough memory for the size of the file you are validating according to the chart below. Table. Table: Table has 4 rows and 2 columns: Row 1: Column 1: (Header)Net Size of Mail.Dat Job (MB) Column 2: (Header)Recommended Physical RAM Row 2: Column 1: 0-10 Column 2: 64 MB Row 3: Column 1: 11-25 Column 2: 128 MB Row 4: Column 1: 26-50 Column 2: 256 MB End of Table. Under the table is the words: 'Job Megabytes vs. Computer Memory'. End of Text. Notes: End of Slide 49. Slide 50: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - File Validator The words included are: Before Validating Files…(cont.) (bullte)Make sure that your computer has the proper Java software (known as the JVM). NOTE: Some of the latest versions of Microsoft Windows® (such as XP) do not support the needed Java software that the File Validator uses. This is evident if you do not see the “All folders” and “File Contents of” panes on the File Validator page. For more information, see the section on technical/operational prerequisites specifically for software in the Mail.dat Technical Guide available on the PostalOne! website. Because newer Microsoft operating systems (such as Windows® XP) no longer support some Java software, users with new installations of Microsoft operating systems must now install Sun Microsystems Java Virtual Machine 1.4.2 or greater on their browsers. If you do not do this, the PostalOne! functions for file validation and manual file transfer will not work. The Batch Processor has a different requirement. Image Information: Right next to the word 'Note', there is a image of a 'note tag'. End of Image information. Notes: End of Slide 50. Slide 51: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - File Validator The words included are: To Validate Mail.dat Files (1.)On the left menu bar, click File Validator. If you see a Security Warning pop-up box, click Yes to load the File Validator on your system as a temporary file. (If you click No, you will not load it or be able to use the File Validator). The File Validator page opens. It contains the “All Folders” and “File Contents of” panes. NOTE: You can also access the File Validator from the PostalOne! home page (http://www.usps.com/postalone/) by clicking Guides & Tools, then clicking Learn More under the PostalOne! File Validator section. Image Information: Right next to the word 'Note', there is a image of a 'note tag'. End of Image information. Notes: End of Slide 51. Slide 52: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - File Validator The words included are: To Validate Mail.dat Files (cont.) 2. The “All Folders” pane displays your computer’s local drives (usually A, C, and D). From the list, click the plus sign (+) next to the drive on which your job is saved. 3. Scroll up or down to locate the folder in which your job is saved. Image Information: Snapshot of the 'File Validator' download webpage from the United States Postal Service Website. Directly under this snapshot is the words 'File Validator'. End of Image information. Notes: End of Slide 52. Slide 53: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - File Validator The words included are: To Validate Mail.dat Files (cont.) 4. Select the proper folder by clicking the folder name. The “File Contents of” pane displays the job header files. NOTE: If the folder containing your job is in a subfolder, click the plus sign (+) next to the main folder to display the subfolders. From the subfolders, locate and select the appropriate folder. 5. In the “File Contents of” pane, select the job header file you want to validate. NOTE: To validate multiple job header files simultaneously, hold down the CTRL key while you select the job files. 6. To begin the validation, click Validate File(s). Image Information: Every where there is the word 'NOTE:' there is a image of a 'note tag'. End of Image information. Notes: End of Slide 53. Slide 54: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - File Validator The words included are: To Validate Mail.dat Files (cont.) 7. If your job passes the file validation process, a message indicating that the validation was successful appears. If your job fails the validation process, an error message appears. To determine why the validation failed, write down the message, then see the C:\Validation.log file (or the file name and location to which you may have changed it). For details about examining the validation log file, see Opening the Validation Log. 8. Click OK to close the message. If you are validating multiple files, the message appears after each is done. To perform other functions, click the appropriate link on the left menu bar. NOTE: If you are validating files from the PostalOne! home page, close the File Validator window to return to the home page. Image Information: Right next to the word 'Note', there is a image of a 'note tag'. End of Image information. Notes: End of Slide 54. Slide 55: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - File Validator The words included are: Saving Validation Results (bullet)The File Validator creates a log file by default as C:\VALIDATION.log each time you perform a file validation. You can customize the log file's name and location, thus creating a type of audit trail of all Mail.dat jobs and providing a quick reference to errors you have encountered in the past. Over time, you can identify and correct potential errors before you begin the validation and transfer process. (bullet)For example, you can incorporate the Job ID and date in the file name—calling it Val1_14Mar07.log to indicate that it was the first Validation attempt for March 14, 2007. If you leave the validation log file as the default, the log information for the current validation is appended to the end of the file each time. End of Text. Notes: End of Slide 55. Slide 56: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - File Validator The words included are: Saving Validation Results (cont.) 1. To customize the name and location of the log file when you run the File Validator: While on the File Validator page (for details, see Validating Files), click Validation Log File. The Save Validation Log File as dialog box opens. 2. From the Save in list, select the drive to which you will save the file. Then locate and select the folder in which you will save it. 3. Enter the name of the file in the File name box. End of Text. Notes: End of Slide 56. Slide 57: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - File Validator The words included are: Saving Validation Results (cont.) 4. Click Save. If a file of the same name exists in that folder, you see a prompt asking whether you want to replace the file. If you do not see this prompt, proceed to the next step. NOTE: The File Validator does not actually replace the file. Click Yes to append validation information to the end of the existing file. A File Transfer dialog box displays a message confirming the name and location of the validation file that will be saved. (To customize the file name or location, click No.) 5. Click OK. The file is not actually saved yet. It is saved the next time you perform the file validation (click Validate files on the File Validator page). Image Information: Right next to the word 'Note', there is a image of a 'note tag'. End of Image information. Notes: End of Slide 57. Slide 58: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - File Validator The words included are: Opening the Validation Log 1. From the Windows Start button, select Run. The Run dialog box opens. 2. Open the WordPad window (in the Open box, type WordPad and click OK). 3. From the File menu, select Open. The Open dialog box appears. 4. From the Look in box select the drive (such as “C:”) on which the log file was saved. 5. In the File name box, type validation.log, (or the file name to which you may have changed it when performing the validation). End of Text. Notes: End of Slide 58. Slide 59: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - File Validator The words included are: Opening the Validation Log (cont.) 6. Click Open. WordPad displays the validation log file. The newest error messages display at the bottom of the file. NOTE: A detailed list of errors associated with the job you have validated are stored in the validation.log file. You may open this file at any time to review the error messages and troubleshoot commonly occurring problems. After opening the validation.log file, print it or write down the specific message you are interested in, then consult File Validator User Manual: Troubleshooting Validation Log Errors (https://www.uspspostalone.com/postal1/helpfiles/validator_um/validator_webhelp/validator.htm) for possible solutions. Image Information: Right next to the word 'Note', there is a image of a 'note tag'. End of Image information. Notes: End of Slide 59. Slide 60: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - File Validator The words included are: Alternate Access to File Validator (bullet)If you are unable to access the File Validator or Transfer tools, e-mail a Mail.dat job or a manifest file as a compressed WinZip file to: postalone@email.usps.gov. The subject field of the e-mail should include either “validation” or “insertion” to indicate whether the files should be validated or inserted in the PostalOne! database. (bullet)The PostalOne! Help Desk makes every effort to process all files within 48 hours of receipt. A confirmation e-mail will be sent once the files have been processed and will include the result. For submissions that contain validation errors, the validation log will be included as an attachment to the confirmation e-mail. End of Text. Notes: End of Slide 60. Slide 61: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - Metrics Search The words included are: About Metrics Search The Metrics Search provides access to metrics that help you identify important mailing trends. You can use this information to identify ways in which you can improve your experience using the PostalOne! system. Image Information: At the far right is a snapshot of the Menu with the Metrics Search' item circled in red' from the United States Postal Service Website. End of Image information. Notes: End of Slide 61. Slide 62: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - Metrics Search The words included are: More About Metrics Search (bullet)For all jobs associated with a specific Job ID, Mailing Facility, Status type, or Transmission Date, the metrics search lists Transmission Dates, Transmission Times, Mailing Facilities, Types, File Names, Job IDs, Number of Files, Time to Load, File Size, Results, and Mail.dat File Versions. (bullet)For example, you can use it to identify the optimal file size and transmission time for submitting your jobs. In addition, you can access detailed error descriptions, which will help you identify common problems and avoid them in future file transmissions. End of Text. Notes: End of Slide 62. Slide 63: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - Metrics Search The words included are: To Search for File Transfer Metrics 1. On the left menu bar, click Metrics Search. The Metrics Search page opens. 2. Enter the transfer metrics search criteria: (bullet) Job ID (bullet) Mailing Facility (bullet) Status (bullet) Transmission Date 3. Click Search. The page displays Transmission Dates, Transmission Times, Mailing Facilities, Types, File Names, Job IDs, Number of Files, Time to Load, File Size, Results, and File Versions. 4. To open the Metrics Error Report and read error descriptions, click the result code in the Result column. End of Text. Notes: End of Slide 63. Slide 64: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - Metrics Search The words included are: About File Transfer Metrics The File Transfer Metrics displays transfer information to help you identify important trends. You can use this information to identify ways to improve your experience using the PostalOne! system. For example, it can help you identify and later avoid commonly occurring file transfer problems, which will help increase your file transfer success rate. Image Information: At the far right is a snapshot of the Menu with the Metrics Search' item circled in red' from the United States Postal Service Website. End of Image information. Notes: End of Slide 64. Slide 65: United States Postal Service Logo in the far left top corner. Has the heading: Chapter 4c -- Mail.dat® - Metrics Search The words included are: To View File Transfer Metrics 1. On the left menu bar, click Metrics - File Transfer. The Metrics - File Transfer page opens. 2. Enter a starting and ending date for the metrics, then select a Report Type: (bullet) Original Jobs Summary Report (bullet) Original Jobs Summary (bullet) System Success Rate Report (bullet) File Transfer Totals Report (bullet) Average File Size Report (bullet) Average Load Time Report (bullet) Postage Statement Revenue Report 3. Click search. The metrics report displays. 4. To quickly locate a specific item, use the browser's Find feature (press CTRL+F and in the Find What box, enter the term, then click Find Next). End of Text. Notes: End of Slide 65. Slide 66: United States Postal Service Logo in the far left top corner. Has the heading: PostalOne!® Customer Support The words included are: If you have questions or need additional assistance you may contact your local post office or Business Mail Entry Unit. Image Information: Several people sitting at desks, working on computers and some has on headphones. End of Image information. Notes: End of Slide 66.