Pitney Bowes PARAGON Mail Processor 2000 User manual

Supervisor Guide



SV 50220, Rev. B

December 1995

TRADEMARKS

Mail Center 2000™, PARAGON™, SoftKey™, Weigh on the Way™, W-O-W™,

Para-Text™, Data Trail™ and Postage by Phone®are trademarks of Pitney Bowes Inc.

ZIP Code®and ZIP+4®are registered trademarks of the U.S. Postal Service.

FCC Compliance - PARAGON™ Mail Processor

"Note: This equipment has been tested and found to comply with the limits for a Class A digital

device, pursuant to Part 15 of FCC Rules. These limits are designed to provide reasonable protection

against harmful interference when the equipment is operated in a commercial environment. This

equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in

accordance with the instruction manual, may cause harmful interference to radio communications.

Operation of this equipment in a residential area is likely to cause harmful interference in which case

the user will be required to correct the interference at his own expense."

"Shielded cables must be used with this unit to insure compliance with the Class A limits."

FCC Compliance - E100 Series Postage Meter

"NOTE: This equipment has been tested and found to comply with the limits for a Class B digital

device, pursuant to Part 15 of the FCC Rules. These limits are designed to provide reasonable

protection against harmful interference in a residential installation. This equipment generates, uses

and can radiate radio frequency energy and, if not installed and used in accordance with the instruc-

tions, may cause harmful interference to radio communications. However, there is no guarantee that

interference will not occur in a particular installation. If this equipment does cause harmful interfer-

ence to radio or television reception, which can be determined by turning the equipment off and on,

the user is encouraged to try to correct the interference by one or more of the following measures:

-- Reorient or relocate the receiving antenna.

-- Increase the separation between the equipment and receiver.

-- Connect the equipment into an outlet on a circuit different from that to which

the receiver is connected.

-- Consult the dealer or an experienced radio/TV technician for help."

Canadian DOC Compliance

"This digital apparatus does not exceed the Class A limits for radio noise emissions from digital

apparatus set out in the Radio Interference Regulations of the Canadian Department of Communica-

tions.

Le présent appareil numérique n'emet pas de bruits radioélectriques depassant les limites applicables

aux appareils numériques de la class A prescrites dans le Règlement sur le brouillage radioélectrique

édicté par le ministère des Communications du Canada."

iii

Contents

Overview

Introduction ---------------------------------------------------------------- 1-1

Supervisory Functions ---------------------------------------------------- 1-1

Site Setup

Overview ------------------------------------------------------------------- 2-1

Modify Site Setup --------------------------------------------------------- 2-2

Set Up Operator IDs ------------------------------------------------------ 2-6

Change Operator Info ------------------------------------------------- 2-7

Add Operator----------------------------------------------------------- 2-7

Remove Operator------------------------------------------------------ 2-7

Set Default Class or Acct./Class ---------------------------------------- 2-8

Set Up Preferred Classes ------------------------------------------------- 2-9

Job Presets

Overview ------------------------------------------------------------------- 3-1

Saving a Job Preset-------------------------------------------------------- 3-2

Removing a Job Preset --------------------------------------------------- 3-2

Choosing a Job Preset ---------------------------------------------------- 3-3

Job Preset Configuration Table------------------------------------------ 3-3

Troubleshooting. ------------------------------------------------------------- 4-1

Power Up Failure---------------------------------------------------------- 4-1

Troubleshooting Tables -------------------------------------------------- 4-2

Calling for Service ---------------------------------------------------- 4-2

Control Panel Checklist ---------------------------------------------- 4-3

Mail Flow and Paper Handling -------------------------------------- 4-4

Postage Meter ---------------------------------------------------------- 4-5

Postage Printing ------------------------------------------------------- 4-6

Power-on and System Initialization--------------------------------- 4-7

Tape Generation ------------------------------------------------------- 4-8

Weigh-on-the-WeighTM ----------------------------------------------------4-8

Glossary. ------------------------------------------------------------------------ 5-1

Options.-------------------------------------------------------------------------- 6-1

Appendix: Operator Skills List ------------------------------------------ A-1

1-1

Overview • 1

Overview

Introduction

This guide shows you how to configure the Mail Center 2000™ PARA-

GON™ Mail Processor to meet the needs of your mailroom. Before configur-

ing your system, you must familiarize yourself with the operation of the

PARAGON™ by reading the PARAGON ™Operating Guide (SV50219)

supplied with the system.

After you have read the PARAGON™Operating Guide, use this

PARAGON ™Supervisor Guide as a hands-on guide for understanding

how to perform the various configuration procedures.

You may also use this binder to hold the guides for the options you have

purchased with your PARAGON™. Place the guides after section 6,

"Options".

Supervisory Functions

Because you have a Supervisor level access, you can access the specific

functions which allow you to configure the system. An assigned ID ensures

that no one else can enter the system to configure it.

There are two ways in which you can configure the system. First, you "set up"

the system in a general sense, assigning operator ID's, configuring for scales,

printers, Postage By Phone®, setting meter parameters, etc. The Site Setup

section of this guide explains how to do this.

After you perform the Site Setup functions, you may want to create and save

sets of parameters (account ID, class, sealer mode, postage value, etc.), called

"Job Presets", which meet the individual requirements for various runs of

mail. The Job Presets section of this guide explains how to do this.

Note that you may save your Site Setups onto a disk (for later use), but not

your Job Presets. Instructions for saving and restoring your Site Setups are

included in section 8 of the PARAGON Operating Guide.

In addition to configuring the system, you need to be familiar with solutions to

problems that may occur while operating the system. The Troubleshooting

section guides you to a solution for your problem.

Note: Labels, keys and screen titles are printed here as they are in the

PARAGON™ Operating Guide. SoftKey™ labels are placed in single quotes

(for example, 'Change Account'), keyboard keys are placed in angle brackets

(for example, <ENTER>) and screen titles are capitalized (for example, MAIL

RUN).

Site Setup • 2

2-1

Site Setup

Site Setup Selections

To set up the PARAGONTM to meet your specific mailing demands, access the

MAIL RUN screen, then select 'Site Setup'.

The SITE SETUP SCREEN displays the five selections listed below. For a

description of the selections and procedures, turn to the appropriate section on

one of the following pages.

• 'Modify Site Setup'

• 'Set Up Accounting' (If accounting is installed, see the Data Trail

Accounting Operating Guide for selections and procedures.)

• 'Set Up Operator IDs' (if you have chosen to require operator log-ons

through the 'Modify Site Setup' screens)

• 'Set Default Class' or 'Set Default Acct./Class' (if accounting is

installed)

• 'Set Up Preferred Classes'

The flowchart below shows the sequence of screens and SoftKeysTM used to

make your selection.

SITE SETUP

MAIL RUN

'Site Setup'

'Modify Site Setup'

'Set Up Accounting'

'Set Up Operator IDs'

'Set Default Acct./Class'

'Set Up Preferred Classes'

View or modify the

system parameters

Set up or modify

accounting parameters

Specify a default

account and/or class

Specify nine commonly

used carrier/class

combinations

Enable/Disable

Operator IDs

If enabled, you can add

or delete operators and

modify operator info

Site Setup • 2

2-2

Until ID's have been assigned and enabled (see"Set Up Operator IDs") any

user can access all functions, including "Modify Site Setup". After Operator

IDs are assigned and enabled, the screen prompts you for the Supervisor ID.

See the PARAGONTM Operating Guide to save or restore a site setup using

your Diagnostics/Utilities disk.

Modify Site Setup

Use the 'Modify Site Setup' selection to set the system parameters listed below.

After you select 'Modify Site Setup', the screens used to set the parameters

come up in the order listed below.

Each of the following screens offers you choices. You press the desired

SoftKeyTM or, if the system prompts you for data, enter the data using the

keyboard. If you press the wrong key or choose the wrong option, you may fix

it. The changes you make or options you choose do not become effective until

you press <ENTER>. After you press <ENTER>, the change is made effective

and the next screen appears.

Time

When this screen displays, you can enter the time (HH:MM). After entering

the time, the screen prompts you to select AM or PM.

Scale Configuration

The Scale Configuration screen presents three modes you must set if you have

an external scale, A300, A305, or Carrier Management System. Select to end

or not end the transaction, have a long or short trip timeout, and to obey or not

obey the disable meter mode, according to which device you have.

SELECTION End Transaction

Mode Trip Timeout Disable Meter Mode

DEVICE

A300, A305 DON'T END

TRANSACTION LONG OBEYor DON'T OBEY

(Recommend "OBEY",

but set to your

requirement.)

All Carrier

Management Systems END TRANSACTION SHORT Not Applicable

Scales DON'T END

TRANSACTION LONG DON'T OBEY

Site Setup • 2

2-3

Printer Configuration

You need to let the system know the type of printer attached to it: None, 80

column or 132 column. If you select 'NONE', the 'View Reports' selection

displays on the MAIL RUN screen; otherwise, the 'Print/Cancel Reports'

selection displays on the MAIL RUN screen.

Manual Postage-by-Phone®

When this screen displays, you can change the default reset value and the

Postage by Phone®account number.

Auto Postage-by-Phone®

If you have Auto Postage-by-Phone®, when this screen displays you can

change the account number, change the dialing prefix, and choose pulse or

tone dialing.

USPS Intra-BMC Range

When this screen displays, you can change the range of a valid ZIPCode for

your United States Postal Service (USPS) Intra-BMC (Bulk Mailing Center)

area. The codes are initially set up at installation by the Pitney Bowes Cus-

tomer Service Representative to the codes in effect at that time. If the ZIP

Codes for your Intra-BMC area change, you need to add or delete codes as

required.

ZIP Code ranges are entered as the first three digits of the codes, lowest code

to highest code (for example, 080-087). Leading zeros must be entered. For a

single ZIP Code, enter the three digits twice to complete the range entry (for

example, 127-127).

NOTES

For these changes to become effective, the system power must be turned off

and on again after the completion of site setup.

After selecting any class containing "Inter" and entering a ZIP Code in your

Intra-BMC area, "Inter" automatically changes to "Intra" in the "Class" field.

UPS Intra-state Range

When this screen displays, you can change the range of a valid ZIP Code for

your United Parcel Service (UPS) Intra-state area. In addition, because UPS

Intra-state rates may have a delayed approval/effective date in certain states,

you must enter the proper "Intra-state Code" to assure that the appropriate

rates are applied. The codes are initially set up at installation by the Pitney

Bowes Customer Service Representative to the codes in effect at that time. If

Site Setup • 2

2-4

the ZIP Codes for your Intra-state area change, you need to add or delete

codes as required. Also, when UPS rate changes occur, you receive update

rate disks with information on any change to the Intra-state Code.

ZIP Code ranges are entered as the first three digits of the codes, lowest code

to highest code (for example, 080-087). Leading zeros must be entered. For a

single ZIP Code, enter the three digits twice to complete the range entry (for

example, 127-127). The "Intra-state Code" tells the rate manager which UPS

Intra-state rate table to use (0=use latest rates, 1=use previous rates, 2=use

rates two revisions back, etc.).

NOTES

For these changes to become effective, the system power must be turned off

and on again after the completion of site setup.

After selecting any class containing "Inter" and entering a ZIP Code in your

Intra-state area, "Inter" automatically changes to "Intra" in the "Class" field.

Station ID

The Station ID is used to identify a specific Mail Processor when used as part

of an accounting system. When this screen displays, you can enter a station ID

of one or two digits (0 thru 99). The Station ID initially defaults to a 0.

Timeout

A timeout closes the transaction (if accounting is used) and logs off the cur-

rent operator (if operator log on is enabled). A timeout occurs when there has

been no system activity for a duration greater than the timeout interval.

When this screen displays, you can enable/disable the system timeout. If

enabled, set a timeout value between 0 and 1440 minutes. The timeout is

disabled if the value is set to zero. The timeout interval initially defaults to

three minutes.

Ad definition

When this screen displays, you can enter a definition (up to 20 alphanumeric

characters) for ads B, C and D installed in your postage meter. These defini-

tions appear whenever 'View Ads' is selected. Ad "A" is always a blank.

Inscription definition

When this screen displays, you can enter a definition (up to 20 alphanumeric

characters) for inscriptions B, C and D installed in your postage meter. These

definitions appear whenever 'View Inscriptions' is selected. Inscription "A" is

always a blank.

Site Setup • 2

2-5

Low postage warning

When this screen displays, you can enter a low postage warning value.

This value can be any value between zero and the maximum value the

meter is capable of storing. Whenever the amount of postage in the meter

is equal to or below the low postage warning value, a warning message is

displayed on the screen and the postage left field is shown in reverse video

as a reminder to add postage to your meter.

Postage upper limit

When this screen displays, you can enter a postage upper limit. The value

entered sets a cap on how much postage can be spent at one time. If during

an operation, the postage value requested exceeds the postage upper limit,

an error is displayed and the meter postage value is left unchanged.

Dollar unlock limit

When this screen displays, you can enter a dollar unlock limit. This is a

double check to ensure that an operator does not enter too high a postage

value by accident. If during an operation, the postage value equals or

exceeds the dollar unlock limit, the operator is required to confirm that the

postage is correct.

Meter codes

When this screen displays, you can enter a code (up to four alphanumeric

characters) for meter installation, meter removal and meter lock/unlock.

The codes initially default to "3336".

Meter activity log enable/disable

When this screen displays, you can enable or disable the meter activity

log. The meter activity log maintains a history of the meters which have

been installed in the system.

Meter date rollover time

When this screen displays, you can enter the time of day you want the

meter imprint date to change to the next day's date. After entering the time,

you are prompted for AM or PM.

Site Setup • 2

2-6

Transaction log printing enable/disable

When this screen displays, you can select whether the user must print the

transaction log before clearing it. If you choose "Yes", the system will stop

processing when the transaction log is full and prompt the user to clear the log

or to print and clear the log. If you choose "No", the system will print and

clear the log without giving the user the option to print or not print.

Set Up Operator IDs

When first delivered, the software assumes anyone using the system is a

Supervisor and has access to all of the functions. In order to restrict the access

to these functions to certain classes of users, you must enable operator IDs and

assign access levels.

With operator IDs enabled, you can limit the functions that individuals are

allowed to access by assigning one of three access levels: Operator, Key

Operator or Supervisor.

The Supervisor has the highest access level, followed by the Key Operator

and Operator (the lowest access level). A user at a higher access level may

perform all the functions available to a user at a lower access level. Thus, on

only the Supervisor can perform the functions in this Supervisor Guide. The

ParagonTM Operating Guide indicates which parts of the operation are avail-

able to the Operator and which are available to the Key Operator.

Since each system must have at least one assigned Supervisor, operator

number 1 always has a Supervisor access level. The Supervisor ID code is set

to "9999" when installed but may be changed at anytime.

When you enable operator IDs operators must enter their ID in order to use

the system. You may have up to twenty operator IDs.

When first selected, the Operator ID enable/disable screen displays. If Opera-

tor IDs are disabled, pressing <ENTER> will return you to the SITE SETUP

screen. If Operator IDs are enabled, pressing <ENTER> displays the OPERA-

TOR ID SETUP screen with the list of operators. The following selections are

then available:

• 'Change Operator Info'

• 'Add Operator' (if less than 20 operators are defined)

• 'Remove Operator' (if there is at least one operator other than #1)

You cannot delete or change the access level (always a Supervisor) of operator #1.

You can, however, change the Name and ID. Operator #1 shall initially default as

follows: ID: 9999, Name: SUPERVISOR, and Access Level: Supervisor.

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