ACE
Release Notes
Install by
You must install this release
by 31 July 2006
to satisfy USPS requirements.
Version 7.70c
April 2006
Introduction ...................................... 2
Install this release.............................. 4
CASS version update .......................... 5
Change “Box” wording ...................... 12
Increase field length in GeoCensus ..... 12
New input file options ....................... 13
NCOALink DVD Verification on UNIX.... 14
Quick ACE updates ........................... 16
Contact information
Phone U.S. and Canada: 888-788-9004
Fax 608-788-2870
Web http://www.firstlogic.com/customer
E-mail customer@firstlogic.com
Mail 100 Harborview Plaza
In your correspondence, include your name, company
name, telephone number, and customer ID number.
Technical support is available weekdays 8 a.m. to 6
p.m. Central time.
Firstlogic Proprietary and Confidential
© 2006 Firstlogic, Inc. All rights reserved. This publication and accompanying software
are protected by U.S. copyright law and international treaties. No part of this publication
or accompanying software may be copied, transferred, or distributed to any person
without the express written permission of Firstlogic, Inc.
elsewhere: +1-608-788-9000
La Crosse WI 54601
Introduction
What’s new in this
release
This release includes the following changes and enhancements:
USPS CASS Cycle K requirements. ACE fully complies with CASS
requirements. Some of the updates include changes to recombination,
updates to last line processing, changes to dual address assignments and
more. See “CASS version update” on page 5 for details.
“Box” wording change. The USPS requires changing the word “box”’ to a
pound (#) sign in some situations. See “Change “Box” wording” on page 12
for details.
GeoCensus field length increase. The output fields for Centroid GeoCensus
and Address GeoCensus has increased. See “Increase field length in
GeoCensus” on page 12 for details.
New input file parameters. There are two new options in the Input File
block for overriding the format and definition files. See “New input file
options” on page 13 for details.
NCOALink DVD verification. Now you can run the DVD verification from
the command-line on UNIX. See “NCOALink DVD Verification on UNIX”
on page 14 for details.
Quick ACE window updates. There are some window changes in Quick
ACE so that it is easier to use. See “Quick ACE updates” on page 16 for
details.
What’s in your
package
In your package today, you’ll find the following:
ACE 7.70c software (for CASS Cycle K 2006-2007)
ACE 7.70c Release Notes (this document)
directories
You may see up to three versions of the Centroid directories in your shipment,
depending on the products you own. Use the appropriate directory based on the
version of ACE that you’re using.
ACE Version Directory Name Centroid GeoCensus Directory CD Name
7.70c
7.50-7.61
7.25 and earlier
cgeo2.dir
cgeo1.dir
cgeo.dir
2006-2007 CASS Cycle
2004-2005 & 2005-2006 CASS Cycles
2002-2003 & 2003-2004 CASS Cycles
Product versions Product versions for this release of ACE are as follows:
ACE 7.70c revision 1. This is the overall version of the ACE software.
CASS-certified ACE version 7.70.01.K. The last character is the letter K for
CASS Cycle K. This is the most recently CASS-certified version of ACE.
Mover ID version 3.0. This version applies to ACE’s Mover ID for
NCOA
Link
option.
2
ACE 7.70c Release Notes
Documentation
Complete
documentation set
Access the latest
documentation
Your complete ACE documentation set includes the following:
ACE User’s Guide
ACE Job-File Reference (if you use ACE job file)
ACE Library Reference (if you use ACE Library)
Mover ID User’s Guide for NCOA
Quick Reference for Views and Job-File Products (if you use ACE Views or
NCOA
Link
add-on option)
Link
(if you purchased the Mover ID
job file)
Quick Reference for Library Products (if you use ACE Library)
System Administrator’s Guide
Edjob User’s Guide
Database Prep
Views Quick Start Guide (if you use ACE Views)
You can access Firstlogic documentation in several places:
On your computer. Release notes, manuals, and other documents for each
Firstlogic product that you’ve installed are available in the Documentation
folder. Choose Start > Programs > Firstlogic Applications >
Documentation.
On the Firstlogic Customer Portal. Go to www.firstlogic.com/customer,
and then click the Documentation link to access all the latest Firstlogic
documentation. You can view the PDFs online, save them to your computer,
or order professionally printed documents that will be delivered to you. To
order printed documents, see the following instructions.
Order printed
documents
You can order professionally printed documents and have them delivered to you
for a small charge. Your documents will be sent to you as soon as the next
business day.
1. Go to www.firstlogic.com/customer
, click the Documentation link, and then
click the Printed Technical Documentation link.
If this is your first time accessing the Mimeo web site, you need to open an
account before you can log in. To open an account, follow the instructions on
screen.
2. Log in to Mimeo.
3. To access Firstlogic documents, in the Folders area on the left side of the
Mimeo site, choose Folders Shared To Me > Firstlogic Inc. DocCenter >
Firstlogic’s Printable Materials > Technical Documentation.
4. Choose the documents that you want printed.
5. Place your order by following the instructions on your screen.
Introduction
3
Install this release
Installation advice To simplify installation, read the following tips before you begin:
You should give the contents of this software shipment to your system
administrator. Firstlogic recommends that our software be installed only by,
or with the approval of, the system administrator.
You’ll find your software CDs in the Firstlogic binder or CD case(s).
Although you can install your applications and directories in any order, we
recommend that you install software first and then directories.
If you install on multiple operating systems, check the bottom of the CD label
for the appropriate operating system.
Install ACE on
Windows
You do not need administrative privileges to run ACE Views on Windows 2000/
XP. However, you need administrative privileges for installing.
When you insert the Firstlogic CD, the installation program should start
automatically. If it doesn’t, follow these steps:
1. Access your Windows Start menu and choose Run.
2. In the Run window, type x:\setup (where x is the letter of your CD-ROM
drive) and click OK.
For more information, see Firstlogic’s System Administrator’s Guide.
Install ACE on UNIX To install ACE on UNIX, use the install_console installation for the Java Runtime
Environment explained in Firstlogic’s System Administrator’s Guide.
ACE Library users. If you build your library product on Red Hat Linux
!
version 4.0, see “Build ACE Library on Linux 4.0” on page 15 for details.
Client shortcuts If you have ACE installed on one computer, but you run it from another computer
using client shortcuts, you must refresh your client-side shortcuts by using the
Firstlogic Universal Client installer.
If you use Views, Job,
or RAPID, run Edjob
Operating system
versions
4
ACE 7.70c Release Notes
Before you run this version of ACE, you must update your existing jobs with the
Edjob utility. For details, see the Edjob User’s Guide. To update your jobs to this
version of ACE, run pwacejob.upd. The syntax of the Edjob command line is:
edjob [options] [path]update_script.upd job_file.ace
The ACE update scripts are in the ace subdirectory.
Run ACE on one of the operating systems that we test the software on. See our
operating system chart in InfoSource:
https://customer.firstlogic.com/InfoSource/SystemInformation.asp
.
CASS version update
ACE includes the following changes for USPS CASS Cycle K certification.
Recombining primary
and secondary ranges
The USPS requires that ACE combine certain portions of the primary range with
the secondary range to obtain a match. These are now required by the USPS,
though they were optional in the previous CASS Cycle. The recombination may
increase high-rise depth-of-code matches. The previous version of ACE already
correctly assigned these types of addresses.
Description Sample address: input Sample address: match
Transpose trailing primary
alpha to secondary.
Transpose hyphenated
trailing primary numeric to
secondary.
37G Hillside Ter
White Plains NY 10601
21 - 6 Stratford Apts
Old Bridge NJ 08857
37 Hillside Ter Apt G
White Plains NY 10601-1129
21 Stratford Apts Apt 6
Old Bridge NY 08857-2457
The USPS mandates that any lastline input data within the Flushing, NY finance
area should not use recombination. When you have addresses such as the
following with a Flushing, NY address, you will notice that ACE correctly does
not use recombination.
Description Sample address: input Sample address: match
Example 1. Recombination is not used, but the
dash is removed to make
an accurate match.
124-00 25th Rd
Flushing NY 11354
12400 25th Rd
Flushing NY 11354-1102
Dual address
processing
Multiline input and output
data
Example 2. Even though
Apt 1L appears in the
directory, the ZIP Code is
within the finance area for
Flushing, NY, so recombination is not used.
6044L 56th St Apt #1
Maspeth NY 11378
6044L 56th St Apt 1
Maspeth NY 11378-3331
There are changes to both dual address on the same line and separate line
processing.
Due to the CASS Cycle K changes, ACE cannot concatenate two address lines
before processing. This means that the software continues to process the input
data in PW.Line1 and PW.Line2 when there are multiple input address lines.
In the case where the input data has both dual address information and private
mailbox (PMB) information, the PMB information is included with the address
line information that was input. For example, if PMB was input with PW.Line1, it
will be output on AP.Std_Linen where n is a number between 1-12.
CASS version update
5
Dual address on separate
lines
The USPS will enforce the requirements to deliver to the address immediately
above the city and state line as described in The Domestic Mail Manual (DMM).
If you have an address with both a street address and a post office box number, it
will be delivered to the address on the line above the city and state. In the
example below, it will be delivered to PO Box 118.
431 Stevenson St
PO Box 118
Westport NY 12993-0118
If the line immediately above the city and state does not match the information in
the directories, ACE will attempt to match on the top address line (in the above
case, 431 Stevenson). If that results in a match, then the address lines are
switched to make the deliverable address immediately above the city and state.
For example, you’ll see that 431 Stevenson was moved to the second line.
PO Box 118
431 Stevenson St
Westport NY 12993-0118
In order for this to assign properly, set Preserve Dual Address Order to N or
False, and the Dual Address option must always be set to Position for CASS
certification. You can set the Dual Address option in the Standardization Style
block.
New ACE Views
option.
New ACE Job option
BEGIN Multiline Style =========================================
Standardize (ADDRESS/CTY_ST/BOTH/NONE)= Both
Swap Address Lines (TOP/BOTTOM/NONE). = Top
Preserve Dual Address Order (Y/N).... = N
Combine Address Line Infor (Y/N)..... = Y
Combine Last Line Infor (Y/N)........ = Y
Include ZIP (Y/N).................... = Y
Include ZIP+4 (Y/N).................. = Y
END
6
ACE 7.70c Release Notes
Dual address on the same
line
ACE follows the DMM requirement to give preference to the address with the
highest priority when a dual address is on the same line. After the highest priority
address is matched, it is placed on a separate line immediately above the city and
state.
Description Sample address: input Sample address:
An exact match on PO
Box is given priority
over the street address.
An exact match on street
address is given priority
over general delivery.
1.These examples show multiline output. Dual address information is saved
in APD.Address. In the examples above, “3138 Hwy 371” and “General Delivery” can be found in APD.Address.
3138 Hwy 371 PO Box 120
Prescott AR 71857
2 Cross RD General Delivery
Errol NH 03579
1
match
PO Box 120
Prescott AR 71857-0120
2 Cross RD
Errol NH 03579-9999
When there is an exact match, here is how CASS lists the priority for assignment.
1. PO Box
2. Firm
3. High-rise
4. Street
5. Rural Route or Highway Contract
Changes for dual address
processing
6. General Delivery
When there is an inexact match, you may see that one of the other address types
was assigned, even though it is lower in the hierarchy. For example, if there is an
inexact match on PO Box, you may see an exact match on Rural Route. For a
complete listing of the rules, see the USPS CASS requirements.
To accommodate the dual address line changes, the two items have changed.
1. There is a new option in the Multiline Style block called Preserve Dual
Address Order. When you have dual addresses on separate lines, set this
option to Y or True to keep the input address order. This means that if the top
line is assigned, it will not move to the position immediately above the city
and state. For example, you may have the following address:
PO Box 21
200 Main St
La Crosse, WI 54601
Even though the software assigns to PO Box 21, it will not switch the line
with 200 Main St. In other words, it will output as shown above when this
option is set to Y or True.
Use this option when the dual addresses appear on separate lines. In
situations where dual addresses appear on the same line, only the
assigned address appears in the multiline output. Other address data
appears in APD.Address. The exception to this is when the Extra Data
option is set to Loose, and then the data appears on the same line.
CASS version update
7
Views and Job
See page 6 for the updated Multiline Style block.
Library
This new option is available in the ACE Library.
Symbol for option_ID Symbols for setting Default setting
ACE_OPT_MULTI_PRESERVE_
DUAL_ORDER
TRUE
FAL SE
FALS E
2. There is a new output field available that provides a code for the assigned
dual address.
Output component Length Description
APD.Rec_Type
(Views and Job)
2 When a dual address is identified but not
assigned, ACE will provide an address-type
indication based on the way that the input data
ACE_APD_REC_TYPE
(Library)
was parsed.
This is not a guarantee.
ACE may
indicate that a street, rural route, highway contract, general delivery, or PO box was parsed.
FFirm
G General Delivery
H High-rise apartment or office building
P Post Office Box
R Rural Route or highway contract
S Street
Updated Job Summary
report
Preserve Dual Order is a
new option.
blank Unassigned
Due to the USPS CASS Cycle K requirements, the Job Summary report includes
the new Preserve Dual Order option.
Assign Which Records: All Assignment Mode: Assign
Enable Non-CASS: N Geo Mode: Both
Enable EWS: Y Enable eLOT: Y
DPV Mode: N Enable TaxIQ: N
Enable RDI: N Enable LACSLink: N
Address Line Alias: Convert Dual Address Assignment: Position
Address Line Standard: Strict Unit Standardization: Directory
Suffix Style: Short Directional Style: Short
Append PMB To Address: Yes Std Unassigned Address: No
Asgn City By Inp/LLIdx: Yes Unverified Postal Codes: Erase
Non-Mailing City Names: Convert Case Standardization: Upper
PW Fld Standardization: n/a
Multiline Standard: Both Swap Address Lines: None
Preserve Dual Order: N Combine Address Line: Y
Combine Last Line: n/a Include ZIP: n/a
Include ZIP+4: n/a
Accept Input ZIP+4: n/a Inexact ZIP Forwarding: n/a
8
ACE 7.70c Release Notes
LACS
Link
return code A new LACS
Link
return code, 09, states “LACSLink has matched an input
address to an old address, which is a ‘highrise default’ address.” This means that
the input address was converted, but was not matched. You can find this option in
the Job or Views output fields under AP. LACSL_Ret. If you’re working with
ACE Library, see ACE_LACSLINK_RETCODE.
DPV and directionals If a match cannot be made using the existing directional cardinal rules, then
CASS allows matches made by Delivery Point Validation (DPV) when there is
only one DPV match. DPV is currently a value-add option. If you own this, make
sure the path is set in the Auxiliary Files block, and the Execution block has the
DPV Mode option set to Validate, Tiebreak, or Both.
Current rules Here are the four existing cardinal rules.
1. Do not change the cardinal point directional to another cardinal point
directional.
2. Add or delete a directional to produce a match where there is only one
matching record for the street name and house number.
3. Change the directional within its cardinal range when there is only one
matching record for the street name and house number.
4. Do not break ties using cardinal directional logic when more than one record
exists for the street name and house number.
Additional rules The USPS allows these changes based on matching a single address that DPV
confirms.
1. Change the cardinal point directional to another cardinal point directional
when there is only one matching record in DPV.
Example 1 Example 2 Example 3
Input data
ZIP+4
assignment
DPV
assignment
Result
10 N Main St 10 N Main St 10 Main St
S Main St S Main St, Main St N Main St,
S Main St
10 S Main St 10 S Main St,
10 S Main St
10 Main St
Match to 10 S
Main St
No match Match to 10 S
Main St
2. Use DPV only when there is no match in the ZIP+4 directory after applying
the current rules.
Example 1 Example 2
Input data
ZIP+4
assignment
10 N Main St 10 S Main St
N Main St, S Main St NW Main St, SE Main St
DPV
assignment
Result
10 S Main St 10 NW Main St
Match to 10 N Main St Match to 10 NW Main St
CASS version update
9
Self-certifying for
CASS
If you self-certify for CASS, you need to set Assign City by Lastline Index to
Yes. If you don’t self-certify, you can still get a CASS report by setting this option
to either Yes or No.
Unique ZIP Code logic Unique ZIP Codes are those that may be used in large companies or universities
where the mail is delivered to the organization, and then distributed internally.
CASS has specific rules about assignments made to unique ZIP Codes.
The following describes three scenarios and how ACE assigns the ZIP and
ZIP+4. This is for your information, and does not require any additional settings
to enable these features to work.
Valid unique ZIP Code
with no match
Valid unique ZIP+4 Code
with no exact match
In this scenario, there is a valid and unique input ZIP Code, but a match is not
made within the directories. In this case, ACE adds 0001 as the ZIP+4, and then
performs an index directory look-up with the reverse ZIP+4 directories.
If the look-up is successful, then ACE assigns the CART and record type
(AP.CASSrectyp), and sets the default flag, AP.Qss_Dflt, to False.
If the look-up is unsuccessful, then ACE sets the CART to C000, sets the record
type based on the input records and sets the default flag to True.
Input data Match Details
Z Education Inc
100 E Lake St
Chicago IL 60674
Z Education
100 E Lake St
Chicago IL 60674-0001
Record Type: S
Default Flag: F
CART: C000
DPBC: 00
For example, the unique ZIP+4 Code of 60674-0001 is valid. Therefore, the
CART and record type is obtained from the reverse index directory look-up, and
the default flag is set to False.
In this scenario, there is a valid ZIP Code and ZIP+4 Code, but a match is not
made within the directories. In order to make an assignment, ACE performs a
reverse index directory look-up and assigns the CART value. It also sets the
default flag, AP.Qss_dflt, to False.
10
ACE 7.70c Release Notes
Input data Match Details
Huge Warehouse
32 Barnum Pl
Wilkes Barre PA 18767-6222
Huge Warehouse
32 Barnum Pl
Wilkes Barre PA 18767-6222
Record Type: P
Default Flag: F
CART: B001
DPBC: 32
For example, the CART and record type are obtained through the reverse index
directory look-up, and the default flag is set to False.
Invalid unique ZIP+4
Code with no match
In this scenario, there is a valid, unique ZIP Code with an invalid ZIP+4. In this
case, ACE changes the ZIP+4 to 0001 and then performs a reverse index
directory look-up.
If the look-up is successful, then ACE assigns the CART and record type
(AP.CASSrectyp) and sets the default flag, AP.Qss_dflt, to False.
If the look-up is unsuccessful, then ACE sets the CART to C000, sets the record
type based on the input record, and sets the default flag to True.
Input data Match Details
Giant Factory
2700 1st Ave
Spearfish SD 57799-9677
Giant Factory
2700 1st Ave
Spearfish SD 57799-0001
Record Type: S
Default Flag: T
CART: C000
DPBC: 00
For example, the ZIP+4 Code of 57799-9677 is invalid, so the ZIP+4 is changed
to 0001. Through the reverse index directory look-up, the ZIP+4 Code of 0001 is
still invalid. Therefore, the CART is set to C000, the record type is based on the
input record, and the default flag is set to True.
CASS version update
11
Change “Box” wording
The USPS requires changing the word ‘box’ to a pound (#) sign in some
situations.
When the box number appears on the same line as the street address, an attempt is
made to assign the street address first. If a match is made on the street address, the
word ‘Box’ is replaced with the # sign. If a street assignment is not made, then a
PO Box assignment is attempted based on the Box number.
Description Sample address: input Sample address: match
The street address is
matched and ‘box’
changes to ‘#.’
There was no match on
street address, so a match
is made on the PO Box.
100 Harborview plz Box 99
La Crosse WI 54601
999 Harborview plz Box 99
La Crosse WI 54601
100 Harborview Plz # 99
La Crosse WI 54601-4051
999 Harborview plz
PO Box 99
La Crosse WI 54602-0099
Increase field length in GeoCensus
Previously, only 1 out of 4 bytes were returned for both Centroid GeoCensus
(CGEO) and Address GeoCensus (AGEO) fields. In CGEO, these bytes are
called the block group code. In AGEO, these bytes are called block numbering
area (BNA).
Jobfile and Views
changes
Library changes For this release, all four bytes are returned. Therefore, the length for
For this release, all four bytes are returned. Therefore, the field length for
AP.Cgeo_Blk and AP.Ageo_Blk has changed from 7 to 10 characters.
ACE_CGEO_BLK and ACE_AGEO_BLK has changed from 8 to 11 characters,
including the null terminator.
12
ACE 7.70c Release Notes
New input file options
In order to more consistently handle definition and format files from one
Firstlogic product to the next, we have added two options to the Input File block:
Format File Location Override
Definition File Location Override
These changes apply to Views and Job only.
Use the new options to specify the format and definition file options that you
want to use above all other settings. For example, let’s say that you typically use a
template when creating your jobs, and you have the format and definition files
already specified in the Auxiliary Files block. You can set these override options
to use a different format or definition file without having to remove the default
options in the Auxiliary Files block.
ACE looks for the definition and format files in the following order:
the Override options listed in the Input File block
the files with the same name in the same folder as the input file
the files listed in the Auxiliary Files block
Entering paths in the Input File block are optional. You do not need to set
these options in order to process the job.
New ACE Views
options.
New ACE Job-file
options.
BEGIN Input File ========================
Input File Name (path & file name)... =
Override Default Format (path & file) =
Override Default DEF (path & file)... =
+ Input Filter (to 512 chars)........ =
Starting Record Number............... =
Ending Record Number................. =
Process Deleted Records (Y/N)........ = Y
Unverified Postal Code(ERASE/PRESERVE)= Erase
END
Output file format. If you are copying the input format to your output file,
and you have the format and definition files set in both the Input File and
Auxiliary File blocks, the output format will use the new override setting
specified in the Input File block.
New input file options
13
NCOA
Link
DVD Verification on UNIX
With this release, you can run the NCOALink DVD Verifier from the commandline on UNIX platforms. There’s no need to use the GUI (graphical user interface)
in order to transfer, unpack, and verify the NCOA
in addition to other options when using the DVD Verifier.
Here is a complete list of all NCOA
Option Description
ncoadvdver [-c] [-a] [-nos] [-p:(t|u|v)] [-d <path>] [-t <path>] [-h <file name>] [-l <file name>]
-c Run selected processes in console mode (do not use the graphical user interface)
-p:t Perform transfer. When using this option, you must also:
specify the DVD location with /d or -d
specify the transfer location with /t or -t
-p:u Perform unpack. When using this option, you must also:
specify the DVD location with /d or -d
specify the transfer location with /t or -t
specify the DVD header file name with /h or -h
-p:v Perform verification. When using this option, you must also:
specify the transfer location with /t or -t
specify the DVD header file name with /h or -h
specify the log file name with /l or -l
-d Specify DVD location.
-t Specify transfer location.
-h Specify DVD header file name.
-l Specify log file name.
-nos Do not stop on error. (Return failure code as exit status.)
-a Answer all warning messages with Yes.
Link
DVD data. Simply type -c
Link
DVD Verification commands on UNIX.
You can combine “p”
options. For example, if you want to
transfer, unpack, and
verify all in the same
process, enter
After performing the
“p” option specified,
the program will
close.
-p:tuv
.
14
ACE 7.70c Release Notes
Build ACE Library on Linux 4.0
If you build ACE on Red Hat Linux version 4.0, you may receive a warning
issued by the gcc compiler similar to the following.
/usr/bin/ld: warning: libstdc++.so.5, needed by libace.so, may
conflict with libstdc++.so.6.
This warning occurs because portions of the shared library were built on Linux
3.0 using gcc 3.2.3, and Linux 4.0 uses gcc 3.4.4.
If the following situations apply, then this version of ACE should be backwards
compatible:
you installed the Linux 3.0 compatibility kit option on Linux 4.0
you are building with a newer version of the compiler using materials
generated in a previous version (for example, linking “down”)
In our testing, we have not seen any issues. In the future, your provided libraries
will migrate to Linux 4.0 and the gcc 3.4.4 compiler, and the warning will
disappear. Firstlogic’s Linux Enterprise 4.0 support is on the EM64T/AM64series chipset. We will gradually phase in 64-bit support as components become
capable.
We regret any concern this may cause. We placed our priority on meeting CASS
deadlines with functional accuracy.
Build ACE Library on Linux 4.0
15
Quick ACE updates
To make Quick ACE easier to use, several options have changed. You’ll see more
logical groupings, some changes to options that were radio buttons and are now
checkboxes, and an overall increased usability. There are no new options and
none of the options have been removed.
Two windows have changed, the Options window (choose Quick ACE, then click
the Options button) and the Execution Mode window (choose Quick ACE, and
then click the Execution Mode button).
16
ACE 7.70c Release Notes
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