Business objects PRESORT 7.83C User Manual

Presort

Release Notes

Presort 7.83c

February 2008

Contact information Contact us on the Web at http://technicalsupport.businessobjects.com

If you find any problem with this documentation, please report it to Business Objects
in writing at

Copyright © 2008 Business Objects. All rights reserved.

Patents Business Objects owns the following U.S. patents, which may cover products that are

[e-mail]

.

offered and licensed by Business Objects: 5,555,403; 5,857,205; 6,289,352;
6,247,008; 6,490,593; 6,578,027; 6,831,668; 6,768,986; 6,772,409; 6,882,998;
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Trademarks Business Objects and the Business Objects logo, BusinessObjects, Business Objects

Crystal Vision, Business Process On Demand, BusinessQuery, Crystal Analysis,
Crystal Applications, Crystal Decisions, Crystal Enterprise, Crystal Insider, Crystal
Reports, Desktop Intelligence, Inxight, the Inxight Logo, LinguistX, Star Tree, Table
Lens, ThingFinder, Timewall, Let there be light, Metify, NSite, Rapid Marts,
RapidMarts, the Spectrum Design, Web Intelligence, Workmail and Xcelsius are
trademarks or registered trademarks in the United States and/or other countries of
Business Objects and/or affiliated companies. All other names mentioned herein may
be trademarks of their respective owners.

Third-party contributors Business Objects products in this release may contain redistributions of software

licensed from third-party contributors. Some of these individual components may
also be available under alternative licenses. A partial listing of third-party
contributors that have requested or permitted acknowledgments, as well as required
notices, can be found at: http://www.businessobjects.com/thirdparty

2

Presort Release Notes

What’s in this release?

We implemented the following in Presort 7.83c:

 Software installation and delivery: Beginning with this release, the

installation for Presort has new delivery and installation procedures. See
“Software and directories delivery” on page 7 and “BusinessObjects License

Manager” on page 8.

 Documentation delivery changes: We are changing the delivery method for

release notes. There is also a new website for you to use when accessing our
documentation. See “Documentation” on page 6.

 08-1 Mail.dat specification: Presort supports the new Mail.dat 08-1

specification. Between 13 January 2008, the “must catch” date, and 6 April
2008, the “must send” date, you can choose between the 07-1 and 08-1
standards. See “New Mail.dat 08-1 standard” on page 9.

 PostalOne! Compatibility: In this release, we made our Mail.dat output

more closely match what PostalOne! requires. See “PostalOne!

compatibility” on page 11.

 Intelligent Mail barcode (IMB) support: Presort now supports the new

IMB. Starting on 1 January 2009, the USPS will grant you the best possible
automation discounts only if you use IMBs on your mailings. You will not
receive any discounts on mailings that use the POSTNET barcode. See
“Intelligent Mail® barcode (IMB) support” on page 14.

 Clear Sack support: Presort now supports the new #1 and #3 clear sacks.

See “Support for semi-transparent plastic mailbags” on page 24.

 Co-Mail updates: The USPS pilot for Mixed-Class Co-Mail now allows you

to produce mixed ADC packages at the mixed ADC pallet level. See “Co-

mail updates” on page 26.

 Other changes: Includes information about changes made to foreign mail

and Postage Statement 8125. See “Other changes” on page 28.

Resources For information about the new features in Presort, see the following documents.

Feature Document name Location

Mail.dat and PostalOne!

Mail.dat 08-1 Specification

PostalOne! Technical Guide

http://www.maildat.org/

www.assuretyconsulting.com/docs/PostalOne!Technical­Guide.pdf

Intelligent Mail barcode

United States Postal Service Speci­fication: The Intelligent Mail® Bar-

http://ribbs.usps.gov/OneCodeSolution/USPS-B­3200D001.pdf

code (4-state Customer Barcode)

Intelligent Mail® Barcode Ques­tions & Answers

Intelligent Mail® Barcode Techni­cal Resource Guide

Clear sacks Postal Bulletin 22180 (published on

http://ribbs.usps.gov/OneCodeSolution/
USPSIMB_QandA.pdf

http://ribbs.usps.gov/OneCodeSolution/
USPSIMB_Tech_Resource_Guide.pdf

http://www.usps.com/cpim/ftp/bulletin/2006/pb22180.pdf

11 May 2006)

6 September 2007 DMM Advisory http://pe.usps.gov/DMMAdvi-

sory.asp?Dest=DMMAdvisory090607.htm

What’s in this release?

3

Installing Presort

See the System Administrator's Guide for complete installation instructions for all
platforms. Below find a summary for each platform.

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. Business Objects recommends that our software be installed
only by, or with the approval of, the system administrator.

 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 on Windows When you insert the CD, the installation program should start automatically. If it

doesn’t, follow these steps:

1. Click Start.

2. Click Run to open the Run window.

3. Type x:\setup (where x is the letter of your CD-ROM drive) in the Open text
box.

4. Click OK. The installation program will start.

After the program completes the application, BusinessObjects License Manager
starts. For details, see “BusinessObjects License Manager” on page 8.

Install Presort on UNIX

Notice more CDs? If you receive a physical shipment of the Presort package (as opposed to

To install Presort on UNIX, use the install_console installation for the Java
Runtime Environment explained in the System Administrator’s Guide.

electronic software delivery), you may notice that you have more than one
product installation CD.

That is because, with the new Business Objects installation process, we know that
you are on a UNIX platform, but we don’t know what operating system you have
or what version and bit level you are using. Therefore, we will provide multiple
operating systems per product in one software package based on the operating
system available for the Presort product that you’ve purchased.

Run Edjob and scripts You must run Edjob on all of your existing Presort jobs to update them to the new

changes and functionality included in this release of Presort. For instructions on
running Edjob, see the Edjob User’s Guide.

4

Presort Release Notes

Presort RAPID users This version of Presort RAPID includes significant changes and is only

compatible with other current RAPID products. If you own more than one
RAPID product, upgrade all products to the current version at the same time.
Installing all products at once ensures compatibility across all products and
prevents the possibility of data corruption.

The current RAPID product versions are:

 Presort 7.83c
 DataRight IQ RAPID 7.80c
 International ACE RAPID 7.80c
 Match/Consolidate RAPID 7.80c
 ACE RAPID 7.81c or ACE RAPID 7.80c revision 6 or later

Installing Presort

5

Documentation

Complete documentation set

Your installation of Presort includes the following:

 Presort Release Notes (this document)
 Presort Job-File Reference
 Presort User’s Guide
 Presort Online Help

Most documents are available in PDF (Portable Document Format). You need
Adobe® Reader® installed on your system to view this file.

Install Reader To install Adobe Reader, open the AdbeRdr70_enu_full.exe located on your

Presort CD or download it from the Adobe website.

Release notes and other documentation

Beginning with this release, release notes and other documentation is available in
electronic format only (PDF and help files).

web site

(https://businessobjects.subscribenet.com/control/bobj/login) and on the

Business Objects documentation web site (

Documentation is available on the ESD

http://support.businessobjects.com/

documentation/product_guides/default.asp).

Access the latest documentation

You can access product documentation in several places:

 On your computer. Release notes, manuals, and other documents for each

product that you have installed are available in the Documentation folder.
Choose Start > Programs > Presort > Documentation.

 On the Customer Portal. Go to http://technicalsupport.businessobjects.com,

and then click the Documentation link to access all the latest product
documentation. You can view the PDFs online or save them to your computer
for viewing or printing.

6

Presort Release Notes

Software and directories delivery

Starting in June 2008, all software and directory updates will only be available
through our Electronic Software Delivery (ESD) site. A high speed internet
connection is strongly recommended. This new change allows you to have immediate
access to software updates and directories as soon as they are available.

Electronic Software Delivery (ESD)

When you use ESD, you receive software and directory files electronically, so
that you can install the software shortly after you place your request.

When updated software and directories are available, Business Objects will send
you an email notification with a link to the ESD web site. Then you can go to the
ESD web site (https://businessobjects.subscribenet.com/control/bobj/login

) and

download the software and directories.

Internet connection ESD requires a high-speed internet connection. If you don’t have internet access

set up on your system, begin the process of acquiring an internet connection now.
Contact your IT department for help.

For-sale options You can order additional for-sale options from the ESD web site and instantly

activate them in the software by entering a new product activation keycode. You
don’t have to reinstall the product to activate the newly purchased option.

Optional physical shipments

If you don’t want to or can’t receive software and directories by ESD, you can
request a physical shipment for a particular release by selecting an option on the
ESD web site. Note: If you want physical packages with every release, you must
select the option for every release.

Software and directories delivery

7

BusinessObjects License Manager

License Manager is a Business Objects application that lets you manage your
product activation keycodes—the numeric codes that are referred to each time
that you run Presort. In the BusinessObjects License Manager application, you
can view, add, and remove product activation keycodes for Presort.

System requirements: BusinessObjects License Manager requires that you
have Java 1.4 or higher installed on your system.

How it works Your installation CD today contains all Presort features. Business Objects

provides you with product activation keycodes for the features that you have
purchased. You enter the product activation keycodes into License Manager.

After installation, if you decide to purchase one of the Presort for-sale features
(Mixed-class Co-mail, for example), Business Objects provides you with the
feature’s product activation keycode. You can immediately activate the feature in
your software by entering the new keycode into License Manager.

Accessing License Manager

For Windows installations, License Manager opens automatically after Presort
installation has completed. And you can later open License Manager from your
Start menu to add more product activation keycodes.

For UNIX, you open License Manager manually.

Important: You must run License Manager before you can use Presort.

!

Setting up License Manager

Windows If you use Windows, you don’t need to perform any manual setup of License

Before you can run License Manager on its own (that is, not during the
installation process), you may need to do some setup.

Manager. Environment variables are set when License Manager is installed.

UNIX If you use UNIX, you need to set the environment variable

(BOE_REGISTRYHOME) for License Manager.

If you use Bourne shell, add product entries to your .profile or .login file. For
example:

BOE_REGISTRYHOME=/var/opt/

If you use C shell (Berkeley), add product entries to your .cshrc file. For
example:

setenv BOE_REGISTRYHOME /var/opt/

For complete information about running License Manager, see the System

Administrator's Guide.

8

Presort Release Notes

New Mail.dat 08-1 standard

Presort 7.83c produces Mail.dats in the new IDEAlliance Mail.dat 08-1 standard
format. In addition, Presort continues to produce Mail.dats in the old, 07-1,
format.

This section summarizes some of the new standard. For complete details,
download a PDF version of the Mail.dat 08-1 Specification at http://

www.maildat.org/.

Must catch and must send dates

You can use the 07-1 standard until 6 April 2008

The “must catch” date, the date on which you are required to be ready to receive
and process the Mail.dat 08-1 standard, is 13 January 2008. This date applies to
you if you use software that imports Mail.dat files and uses the information to
develop reports and to maximize postage discounts through entry plans, for
example.

The “must send” date, the date on which you are required to produce and send
Mail.dat 08-1 standard files, is 6 April 2008. This date applies to Presort users
who produce and send Mail.dat records to others who use the information in the
Mail.dat. For example, they may use the Mail.dat to develop reports and to
maximize postage discounts through entry plans.

!

Important! If you transmit (send) a Mail.dat on or between 13 January
2008 and 6 April 2008, contact the recipient to make sure that they are
ready to accept the 08-1 standard. Recipients must be ready to receive
the 08-1 standard on 6 April 2008.

Between 13 January 2008, the “must catch” date, and 6 April 2008, the “must
send” date, you can choose between the 07-1 and 08-1 standards. Base your
choice on whether the recipient of the Mail.dat is ready to accept 08-1 or not.

Use the Mail.dat Version parameter in the IDEA Mail.dat block to indicate the
standard that you want to create.

Use the following guidelines to help you set this parameter.

 Choose either 07-1 or 08-1 when you produce Mail.dat data between 13

January 2008 and 6 April 2008 based on your recipient’s readiness to accept
the 08-1 standard.

 Choose 08-1 when you produce Mail.dat data on or after 6 April 2008.

New Mail.dat 08-1 standard

9

New fields Presort uses several new required fields.

Record name Mail.dat field name Notes

Header (.hdr) Information Access Key Record

Count

Information Access Key File
Status

Mailer Postage Account
(.mpa)

Component (.cpt) Mail Owner's Mailing Reference IDThe length of this field increased from 24 to 50.

Container Summary (.csm) Container Level In 08-1 a new code called AJ = Single Piece Tray was

MPA Record Status The position of this field changed from 279-279 to 216-

Reserve The position of this field changed from 216-278 to 217-

Reserve The length of this field changed from 82 to 76.

CSM EP Act/Del Locale Key In previous releases of Presort, the parameter for this field

Entry Point - Actual/Delivery
Postal Code

We added this field to Presort, but we don’t support the
Information Access Key table (.iak). The value in this
field is always 0.

The value in this field is always N.

216.

279.

added for this field. Mail.dat 07-1 still populates this field
with 5-digit, 3-digit, and so on.

was named CSM EP Physical Postal Code. It has been
renamed.to CSM EP Act/Del Locale Key.

This is a new Mail.dat 08-1 field. Presort populates this
field with the Entry Point ZIP from the Entry Point Block.

Piece Detail (.pdr) Mailer ID of Mail Owner This field is populated with the USPS assigned Mailer ID.

A new parameter was added to the Vesion blocks. See
“Mail.dat updates for IMBs” on page 23 for more infor­mation.

Mailer ID of Barcode Applicator This field is populated with the USPS assigned Mailer ID.

See “Mail.dat updates for IMBs” on page 23 for more
information.

Note that there were also some changes made to better align Mail.dat with
PostalOne! (see “PostalOne! compatibility” on page 11).

We also made some changes to the Mail.dat to support the Intelligent Mail
barcode (see “Mail.dat updates for IMBs” on page 23).

10

Presort Release Notes

PostalOne! compatibility

In this release, we made our Mail.dat output more closely match what PostalOne!
requires. This improves your capability to populate more information in the
Mail.dat through the Presort process.

For more Mail.dat updates, see “New Mail.dat 08-1 standard” on page 9 and
“Mail.dat updates for IMBs” on page 23.

PostalOne! will not be ready to catch an 08-1 Mail.dat until 24 March 2008.

!

If you upload a Mail.dat using PostalOne! prior to 24 March, make sure the
Mail.dat Version parameter in the IDEA Mail.dat block is set to 07-1.

Participating in the PostalOne! program

We added a new parameter called Participate in PostalOne! Prog to the Report:
IDEA Mail.dat block.

Set this parameter to Yes to have Presort check whether you’ve populated all the
PostalOne! required parameters. See “Mapping Mail.dat field names to Presort

parameters” on page 12 for a list of required parameters.

BEGIN Report: IDEA Mail.dat ===============================

Mail.dat version (07-1/08-1)......... = 08-1

Output File(<path & base file name>.*)=
Participate in PostalOne! Prog (Y/N). = N

Create IDEA Package File (Y/N)....... = Y

Create IDEA Seed File (Y/N).......... = Y

Create IDEA PDR File (Y/N)........... = N

+ Create Files Per Entry Point (Y/N). = N

+ Create Files Per Segment (Y/N)..... = N

+ Create Files Per Presort Scheme(Y/N)= N

IDEA Provider Code (to 4 chars)...... = BDMG

...
Force 5DG Breakout in CQT and PQT(Y/N)= N

Destination Entry Known (Y/N)........ = Y

Add CR/LF to each record (Y/N)....... = Y

END

PostalOne! compatibility

11

Mapping Mail.dat field names to Presort parameters

Record name Mail.dat field name Parameter name (in Job-file)

The following table maps the PostalOne! required Mail.dat field names to the
Presort Job-file parameter names (note that some parameters are new). Be aware
that the parameter names may differ between Job and Views.

Header (.hdr) Licensed User's Job Number Licensed User's Job Num parameter in the Report: IDEA

Mail.dat block.

Provider Code N/A

The value of this field is always 9999.

Segment (.seg) Verification Facility Name Origin Post Office City and Origin Post Office State

parameters in the Entry Point blocks.

Verification Facility ZIP+4 Origin Post Office ZIP Code parameter in the Entry Point

blocks.

Mail Facility ID Origin Post Office ID parameter (new to Presort 7.83c) in

the Entry Point blocks. The ID of the post office where
your mail is verified and accepted, and (usually) where the
postage is paid.

Mailer Postage Account (.mpa) USPS Publication Number PER Publication No. parameter in the Version blocks.

Permit Number Permit No. parameter in the Version blocks.

Permit ZIP+4 Permit Holder ZIP+4 parameter in the Version blocks.

Postage Payment Option Payment Option parameter in the Report: IDEA Mail.dat

block.

CAPS Reference Number CAPS Cust. Ref. ID parameter in the Version blocks.

Mailing Facility Identifier IDEA Mailing Facility ID parameter (new to Presort

7.83c) in the Mailing Information block. This field accepts
the following values:



A DUNS number (9 or 15 bytes).



A USPS-assigned CRID (Customer Registration ID) (8
or 9 bytes).



The FAST Scheduler ID (12 bytes).

Component (.cpt) Component - Weight: Source IDEA Piece Weight Source parameter in the Version

blocks.

Component - Periodical Ad% PER Advertising Percentage parameter in the Version

blocks.

Periodical Issue Date PER Issue Date parameter in the Version blocks.

Container Summary (.csm) Container Ship Date IDEA Container Ship Date parameter (new to Presort

7.83c) in the Entry Point blocks.
This date represents the date on which the mail is verified,

loaded onto a truck, and transported from the plant where
it was created.

12

Presort Release Notes

PostalOne! does not require the Mail.dat fields discussed in the following table.
However, FAST requires them for appointments and reservations.

Record name Mail.dat field name Parameter name (in Job-file)

Component (.cpt) Mail Owner Identifier IDEA Mail Owner ID parameter (new to Presort 7.83c) in

the Mailing Information block.
A reference number that the USPS uses for identification

of a specific mail owner. This parameter accepts only the
FAST Scheduler ID.

Container Summary (.csm) FAST Content ID FAST Content ID parameter (new to Presort 7.83c) in the

Entry Point blocks.
The content ID number of the mailing associated with the

appointment. See the Mail.dat specification for more infor­mation about this field.

FAST Scheduler ID FAST Scheduler ID parameter (new to Presort 7.83c) in the

Entry Point blocks.
The pallet level Scheduler ID information for the USPS

FAST system. The information from this parameter also
appears in Box 4 of PS 8125.

PostalOne! compatibility

13

Intelligent Mail® barcode (IMB) support

The Intelligent Mail barcode is a single 4-state barcode that combines routing ZIP
Code information and tracking information. The IMB will replace the POSTNET
and PLANET barcodes.

In March 2007, the USPS announced that you could start using the Intelligent
Mail barcode to qualify for automation discounts as long as you met all other
automation requirements. You can find more information about the new IMB at

http://ribbs.usps.gov/OneCodeSolution

Starting on 1 January 2009, the USPS will grant you the best possible

!

automation discounts only if you use IMBs on your mailings. You will not
receive any discounts on mailings that use the POSTNET barcode.

Here are some examples, courtesy of the USPS.

.

A mail piece that uses four
lines for ACS, POSTNET, and
PLANET CODE services.

A mail piece with the
Intelligent Mail barcode; one
line combines all services and
other data.

What makes up the barcode?

These tables, which were taken from the USPS’s Intelligent Mail® Barcode
Technical Resource Guide, show how the IMB barcode is broken down.

The following table shows a barcode with a 6-digit mailer ID. Most 6-digit mailer
IDs are assigned, by the USPS, to mailers that produce large mailings. This
allows mailers to have longer serial numbers.

1 2 3 4 56789101112 13 14 1516171818202122232425262728293031

Barcode

ID

[2N]

Service Type

ID

[3N]

Mailer ID

[6N]

Serial Number

[9N]

Routing ZIP Code
[none,5,9, or 11N]

The next table shows a barcode with a 9-digit mailer ID. Most 9-digit mailer IDs
are assigned, by the USPS, to mailers who produce smaller mailings (less than
100 million pieces a year).

1 2 3 4 5678910111213141516171818202122232425262728293031

Barcode

ID

[2N]

Service Type

ID

[3N]

Mailer ID

[9N]

Serial Number

[6N]

Routing ZIP Code
[none,5,9, or 11N]

14

Presort Release Notes

For the definition of each field within the IMB, see the Intelligent Mail
Technical Resource Guide at http://ribbs.usps.gov/OneCodeSolution/

USPSIMB_Tech_Resource_Guide.pdf.

®

Barcode

Types of barcodes The USPS uses four types of Intelligent Mail barcodes. Presort currently supports

the following three:

 Piece barcode - A barcode for letters or flats.
 Tray S ack ba rcode - A barcode for trays or sacks. The USPS refers to this as

the Tray barcode.

 Pallet barcode - A barcode for pallets. The USPS refers to this as the

Container barcode.

The fields that make up each barcode are discussed in the following sections. For
valid barcode field values, see Appendix A in the United States Postal Service
Specification: The Intelligent Mail® Barcode (4-state Customer Barcode) at

http://ribbs.usps.gov/OneCodeSolution/USPS-B-3200D001.pdf

.

If you are a current Destination Confirm subscriber, you can, in most cases,
append a leading zero (0) to your previously-assigned 5-digit Subscriber ID
and use this to populate the Mailer ID field. For more information, see the

®

Intelligent Mail

Barcode Technical Resource Guide at http://

ribbs.usps.gov/OneCodeSolution/USPS-B-3200D001.pdf.

Piece barcode The Piece barcode consists of the following fields.

Field name Description

Barcode ID Identifies the makeup of the mail piece (2 digits).When you print

flat-size pieces bearing an OEL, the IMB must contain the OEL
coding (including the information in DMM exhibit 708.7.1.1).

Presort populates this field with “00” unless you set your process­ing category to a type of flat. See DMM 707.7.1.1a for more infor­mation.

Service Type Identifies special services that are requested on a mail piece (for

example, change of address, Confirm, ACS, and so on).

Mailer ID Identifies the mailer. This is a 6- or 9-digit ID that the USPS

assigns to you. Note that 9-digit mailer IDs are assumed to begin
with the digit “9.”

Serial Number Identifies the mailing or mail piece (6 or 9 digits).

Note:

You are responsible for the uniqueness of the value you get
from combining the Mailer ID and the Serial Number. The length
of the Mailer ID plus the Serial Number must be 15 digits in
length. This combination should be unique for a period of 45 days.

ZIP Code Identifies the destination of the letter or flat. This number is 0-, 5-,

9-, or 11-digits in length, depending on the mail shape and the
automation discounts you receive.

Note that Presort populates the digits based on the rate that is
given to the piece (as Presort currently does with the POSTNET
barcode). For example, the digits for a regular rate flat would have
only 5 digits of the ZIP Code while an automated letter would
have the full 11 digits of the ZIP Code.

Intelligent Mail® barcode (IMB) support

15

TraySack barcode The TraySack barcode consists of the following fields.

Field name Description

ZIP Code Contains the destination of the tray or sack or the ZIP Code of

the mail within the container.

CIN Describes the content of the tray or sack (see DMM

708.6.1.4).

Label Source Identifies the system or facility that generated the label. This

field is populated with:



“1” for auto-compatible, barcoded, and machinable mail.



“7” for all other mail.

Mailer ID Identifies the mailer. You can append the 6-digit ID with a 3-

digit Optional Program Field ID to make a 9-digit ID or you
can use “000” instead.

Note:

This ID might not be the same as the Mailer ID for the
Piece barcode. This value may come from an input file or
from the IMB Tray/Sack Mailer ID parameter in the General
Output block.

Optional Program Field Contains a 3-digit optional field value that is used for an

expanded Mailer ID.

Serial Number Identifies the tray or sack.

Note:

You are responsible for the uniqueness of the value you
get from combining the Mailer ID and the Serial Number. The
length of the Mailer ID plus the Serial Number must be 15
digits in length. This combination should be unique for a
period of 45 days.

Label Type Qualifier for systems to recognize and parse the data within

this barcode. This field is populated with:



“1” when the Mailer ID is 6-digits.



“8” when the Mailer ID is 9-digits.

Pallet barcode The Pallet barcode consists of the following fields.

Field name Description

Application Identifier The value of this field is always “99.”

Type Indicator The value of this field is always “M.”

Mailer ID Identifies the mailer. This is a 6- or 9-digit ID that the USPS

assigns to you.

Serial Number Identifies the mailing. This is a 12- or 9 digit alphanumeric

ID.

16

Presort Release Notes

Turning on the IMB feature

In order to create IMBs, you first need to turn on the functionality within Presort
by using the IMB Intelligent Mail Barcode (IMB) parameter in the Execution
block.

When you turn this parameter on, you tell Presort to:

 Produce output for the three AP fields: AP.IMB_ADR, AP.IMB_TRYSCK,

and AP.IMB_PLT. See “Output fields” on page 22 for more information.

 Perform more verification on required fields that make up the IMB. Note that

when you use IMBs, Presort verifies the usage of ACS and Confirm.

Presort creates barcodes (including mailer ID and service codes) for foreign
records and records without ZIP Codes, but it won’t assign serial numbers to
those records.

BEGIN Execution ===============================================

Presort (Y/N)........................ = y

+ Name Optimizer (Y/N)............... = n

1C/STD Ltr Postage Optimization (Y/N) = n

+ USPS Optional Procedures (Y/N)..... = n

+ Sequence Output by Mailflow (Y/N).. = n
Participate in USPS CONFIRM Prog(Y/N) = n
IMB Intelligent Mail Barcode (Y/N)... = n

Create Presort Reports (Y/N)......... = y

+ On-Demand Reporting (Y/N).......... = n

Create Address Output File (Y/N)..... = n

Create Package Output File (Y/N)..... = n

Create Container Output File (Y/N)... = n

Create Pallet Output File (Y/N)...... = n

+ Post to Input File (Y/N)........... = n

Warn Before File Overwrite (Y/N)..... = y

Show Detailed Process Messages (Y/N). = y

Save Work Files (Y/N)................ = y

Work File Directory (path)........... =

END

Intelligent Mail® barcode (IMB) support

17

Working with mailer IDs, serial numbers, and service types

You can input your data using one of two methods:

 Input fields - We added several PW fields. Using the PW fields gives you

more control over the content of your Piece barcodes. Note that the
information you set in your PW fields will override anything you set up in the
job file.

 Parameters - We added several parameters to the job file. This method may

be easier to use for small or simple mailings.

Input fields We added the following input fields for Piece barcodes.

Input field name Description

PW.IMB_MID Use this field to set the Mailer ID that appears in the Piece IMB for each record. This field

allows you to use different Mailer IDs across the entire job.

PW.IMB_SERIAL Use this field to set the serial number that appears in the Piece IMB for each record.

Note:

Presort does not do anything to prevent repeated values. For example, if a Presort job
produces over 99,999 trays, Presort does not issue a warning. Note that serial numbers on
the output records are

not

be in sequential order.

PW.SRVC_TYPE Use this input field to set the service(s) desired for a particular record. This field allows you

to have different services (Confirm, address change, and so on) for each record.

Note:

Presort does not consider this value when defining new versions in jobs that use auto

dimensions and auto versions.

When using input fields to set the mailer ID and/or serial number, you are
fully responsible for the uniqueness of the mailer ID plus the serial number.

Parameters

Parameter/Option Job-file location Description

IMB Mailer ID Version Description and

Version Defaults blocks

For letters and flats, this parameter allows you to enter an ID
that identifies the mailer. This is a 6- or 9-digit ID that the
USPS assigns to you.

IMB Serial Num Start
IMB Serial Num Max

Version Description and
Version Defaults blocks

For letters and flats, these parameters set the starting number
and the maximum number for the serial number that appears
in the Piece IMB for each record.

When Presort assigns serial numbers, the number will be
unique across the job because Presort will not repeat a serial
number for the same mailer ID.

IMB Service Type Version Description and

Version Defaults blocks

For letters and flats, this parameter sets the service(s)
desired for a particular record.

IMB Pallet Mailer ID General Output block For pallets, this parameter control the mailer ID. When your

Mailer ID is 9 digits, the pallet serial number can be only 9
digits long.

Presort uses this value when generating output files and
Mail.dat files.

18

Presort Release Notes

Parameter/Option Job-file location Description

IMB Pallet Serial Num Start General Output block For pallets, this parameter controls the starting value for the

serial number. The serial start number can be up to 12 digits
long. However, when the Mailer ID is 9 digits, the pallet
serial number can be only 9 digits long.

Presort assigns unique serial numbers to each pallet and then
reports the next available serial number on the Job Summary
report.

Presort uses this value when generating output files and
Mail.dat files.

IMB Pallet Serial Num is AlphaNum General Output block For pallets, this parameter controls whether the serial num-

bers that Presort creates for Pallet barcodes will contain let­ters. If you set this parameter to Yes, then the sequence goes
0-9 and A-Z for each position in the serial number.

IMB Tray/Sack Mailer ID General Output block For trays and sacks, this parameter controls the mailer ID.

The 6-digit Mailer ID may be appended with the 3-digit
Optional Program Code for a total of 9 digits. If you use a
Mailer ID that is already 9 digits long, you will not be able
to use an Optional Program Code.

Presort uses this value when generating output files and
Mail.dat files.

IMB Tray/Sack Serial Num Start General Output block For trays and sacks, this parameter controls the starting

value for the serial number (up to 5 digits in length).
Presort assigns unique serial numbers to each tray and then

reports the next available serial number on the Job Summary
report.

Presort uses this value when generating output files and
Mail.dat files.

To get to this
window, click the
IMB Information
button in the
Version Defaults
or Version
Description
window.

BEGIN Version Defaults ==========================================

Height (.007 to 100 inches).......... =

Width (.007 to 100 inches)........... =

...

Rate Category (See Note)............. = reg

Parcel or NFM is Barcoded (Y/N)...... = N

COMAIL Class of Mail (PER/STD)....... =

IMB Mailer ID (9 or 6 digits)........ =

IMB Serial Num Start................. =

IMB Serial Num Max................... =

IMB Service Type (3 digits).......... =

ACS/Mailer ID Code (to 9 chars)...... =

...

Action (See Note).................... = ignore

Default Version Name................. =

END

Intelligent Mail® barcode (IMB) support

19

BEGIN General Output ==========================================

Pallet No. (ABS/REL MLG/REL SEG)..... = rel mlg

Starting Pallet No................... = 1

Container No. (See NOTE)............. = abs

Starting Container No................ = 1

Pkg No. (See NOTE)................... = abs

Starting Package No.................. = 1

Label No. (See NOTE)................. = abs

+ Mfst Serial Numbering (See NOTE)... = rel mlg
Mailing Sequence No. Prefix (9 chars) =
Mailing Sequence No. Start (4 digits) = 1

IMB Pallet Mailer ID (6 or 9)........ =

IMB Pallet Serial Num Start ..........=

IMB Pallet Serial Num is AlphaNum(Y/N)= N
IMB Tray/Sack Mailer ID (SEE NOTE)... =

IMB Tray/Sack Serial Num Start(5).... =

END

Firming and Piece serial numbers

Using the PW.copies field when firming

Having unused scans
when you aren’t using the
PW.Copies field

The USPS treats firms as one piece. Therefore, the USPS scans only the top piece
in a firm package and does not scan all the other pieces in the firm package even
though they have unique serial numbers.

If you use the PW.Copies field when firming, there is a chance you could
encounter unscanned IMBs and duplicate serial numbers. See the examples below
for more information.

Let’s say you are running a Periodicals firming job. You can have the job set up
so that Presort assigns a unique serial number to each piece or you can have
Presort pull in, from an input file, a unique serial number for each piece.

After a unique serial number is assigned, Presort still doesn’t know which records
it will use when it puts together a firm package.

Given the above circumstances, the following happens:

 Records with serial numbers of 15, 17, 27, 32, 47, and 52 are created as a

firm package, with piece 15 being the top piece on the firm. The USPS scans
piece 15 because it is at the top of the firm.

 The USPS never scans the rest of the pieces in the firm package because they

are below piece 15.

 Firm packaging remains intact from when it enters the USPS mail stream all

the way to delivery.

20

Presort Release Notes

Having unscanned IMBs
when using the PW.Copies
field

Let’s say you are running a Periodicals firming job. You have the job set up so
that Presort is assigning the unique serial number for each record and you are
using the PW.Copies field.

After Presort reads in a unique serial number for each record, Presort still won’t
know which records it will use to put together a firm package.

If a record is read in with a PW.Copies field value of 10, Presort breaks that
record into ten new records and each record is assigned a unique serial number.
The following happens:

 The records with serial numbers of 15 through 24 (one record with a

PW.copies field value of 10), 27, 32, 47, and 52 are all in one firm package.

 Due to package size limitations, Presort splits the above firm package and

creates two packages with seven pieces in each package.

 Presort positions piece 15 on top of the first firm package and piece 22 on top

of the second firm package. The USPS will scan pieces 15 and piece 22.

 The USPS will never scan the other pieces in the firm packages because they

are below pieces 15 and 22 in the two firm packages.

 The firm packages remain intact from when it enters the USPS mail stream

all the way to delivery.

Having unscanned IMBs
and duplicate serial
numbers when using the
PW.Copies field

Based on the USPS uniqueness rule, if you are firming you should to let Presort
assign the serial number to prevent duplicate numbers from being created (unless
you are certain that the value in your PW.Copies field is always less than the max
firm package size).

In this example, let’s say you are running a Periodicals firming job and you have
the job set up so that Presort pulls in, from an input file, unique serial numbers for
each piece. Let’s also say a record comes into Presort with a serial number of 15
and your PW.Copies field is set to 10.

The following happens:

 Presort breaks the record into ten new records and each record is assigned a

serial number of 15.

 Presort put the records with serial numbers of 15 (one record with copies

field of 10), 27, 32, 47 and 52 into the same firm package.

 Due to package size limitations, Presort splits the firm into two packages and

each package contains seven records.

 Presort puts piece 15(1) on the top of the first firm and piece 15(8) on the top

of the second firm. The USPS will scan the top two pieces. Note that they
both have the same serial number of 15 even though they are different pieces.

 The USPS will never scan the other pieces in the firm packages because they

are below pieces 15(1) and 15(8).

Intelligent Mail® barcode (IMB) support

21

Output fields Presort supports some new output fields. Presort populates these fields when you

set the IMB Intelligent Mail Barcode parameter in the Execution block to Yes. If
you set the parameter to No, or if you leave it blank, Presort leaves the fields
blank.

The USPS is proposing a new “transitional” tray label containing both the
10-digit and 24-digit barcodes. If you are using the IMB, you should output
both AP.CTN_BARCD and AP.IMB_TRYSCK for your labels. The 10-digit
barcode may be phased out in three to five years.

Output field name Description

AP.IMB_ADR Contains the 31-digit number for the IMB. This field is avail-

able only for the address output file.

AP.IMB_TRYSCK Contains the 24-digit number for the Tray/Sack IMB. This field

is available only for the container output file.

AP.IMB_PLT Contains the Pallet IMB. This field is available only for the

pallet output file.

The lsadr.pst, lstry.pst, lssck.pst and lsplt.pst template files were updated
with the new output fields.

Job Summary report changes

The General Output section and the Version Descriptions section of the Job
Summary report show the Mailer ID, Serial Number, and Service Type values
that you set through Job-file or Views.

Pallet No.: REL MLG
Starting Pallet No: 1
Container No.: ABS
Starting Container No: 1
Pkg No.: ABS
Starting Package No: 1
Label No.: ABS
+ Mfst Serial Numbering: REL MLG
Mailing Sequence No. Prefix:
Mailing Sequence No. Start: 1
IMB Pallet Mailer ID:
IMB Pallet Serial Num Start:
IMB Pallet Serial Num AlphaNum:
IMB Next Available Pallet Serial Num:
IMB Tray/Sack Mailer ID:
IMB Tray/Sack Serial Num Start:
IMB Next Available Tray/Sack Serial Num:

Version Name: VER_1

+ Value in PostWare Field Version_ID: 001
Bindery Name: VER_1
Height: 12.0000 Inches
Width: 15.0000 Inches
Sample Number of Pieces: 1
Sample Thickness: 0.4500 Inches
Sample Weight: 8.5000 Ounces
Aspect Ratio: 1.2500
Calculated Thickness of 1 Piece: 0.4500 Inches
Calculated Weight of 1 Piece: 8.5000 Ounces

0.5313 Pounds
Calculated Volume of 1 Piece: 81.0000 Cubic Inches
Processing Category: Automated Flat
FLAT is Auto-Compatible: NO
Rate Category: NONPROF
Parcel or NFM is Barcoded: NO
COMAIL Class of Mail: PER
IMB Mailer ID:
IMB Serial Num Start:
IMB Serial Num Max:
IMB Service Type:
ACS/Mailer ID Code:
ACS Keyline Length w/o Chk Digit: 0

22

Presort Release Notes

Mail.dat updates for IMBs

The following updates were made to the Mail.dat to support the Intelligent Mail
barcode. For other Mail.dat updates, see “New Mail.dat 08-1 standard” on page 9
and “PostalOne! compatibility” on page 11 and “PostalOne! compatibility” on

page 11.

Record name Mail.dat field name Notes

Container Summary (.csm) Label: 24-Character Container

Barcode

Piece Detail (.pdr) Piece 4-State Barcode / Planet

Code

Mailer ID of Mail Owner This field is populated with the Mailer ID from the Ver-

Mailer ID of Barcode Applicator This field is populated with the IMB Tray/Sack Mailer ID

This field is populated with information from the
AP.IMB_TRYSCK or AP.IMB_PLT output field.

This field is populated with information from the
AP.IMB_PC output field.

sion Description or Version Defaults block.

from the General Output block.

Intelligent Mail® barcode (IMB) support

23

Support for semi-transparent plastic mailbags

In September 2007, the USPS announced that the 01VM semi-transparent plastic
mailbag would replace #1, #2, and #3 sacks for Periodicals, Standard Mail, and
Package Services (PSVC) mail.

Because you can still use the old sacks until they are phased out, Presort supports
the new #1 and #3 semi-transparent sacks, as well as the old #1, #2 and #3 sacks.

The following table tells you the maximum volume and weight for the clear
sacks. Note that these are approximate measurements.

Sack size Maximum Volume Maximum Pounds

#1 Clear Sack 3.75 ft. (6500 cu. in.) 70

#3 Clear Sack 2.5 ft. (4000 cu. in.) 70

See the table below for links to more information about the new sacks.

Name Location

Postal Bulletin 22180 (published
on 11 May 2006)

http://www.usps.com/cpim/ftp/bulletin/2006/
pb22180.pdf

6 September 2007 DMM Advisory http://pe.usps.gov/DMMAdvi-

sory.asp?Dest=DMMAdvisory090607.htm

Updated parameter The Sack Type parameter has been updated in the following scheme blocks to

accept #1 and #3 clear sacks.

 1C, Parcels
 PER, Sacks on Pallets
 PER, Flats
 STD, Sacks on Pallets
 STD, Flats
 STD, Irregular Parcels and NFMs Sacks

on Pallets

 STD, Carrier Route Irregular Parcels
 STD, Irregular Parcels and NFMs
 STD, Machinable Parcels and NFMs
 PSVC, BPM Flats
 PSVC, BPM Carrier Route Irreg Parcels
 PSVC, BPM Irreg Parcels
 PSVC, MEDIA & LIB
 PSVC, BPM/MEDIA & LIB Mach Parcels
 PSVC, BPM/MEDIA & LIB, Single Piece
 PSVC, Parcel Post
 STD, Customized MarketMail
 COMAIL PER, OMX Flats

24

Presort Release Notes

New parameters Two parameters, Max #1 Clear Sack Vol and Max #3 Clear Sack Vol, were added

to the Optional Procedures block. These parameters allow you to define the
volume of the new clear sacks.

BEGIN USPS Optional Procedures =============================
...
Max #1 Sack Volume (Def 7776 cu in).. =
Max #2 Sack Volume (Def 5184 cu in).. =
Max #3 Sack Volume (Def 2592 cu in).. =
Max #1 Clear Sack Vol(Def 6500 cu in).=
Max #3 Clear Sack Vol(Def 4000 cu in).=

STD Min Pieces in Sack (Def 125)..... =

STD CART Min Pieces (Def 10)......... =

STD/PSVC Qualification Min(See Note). = mlg
Max Pallet Volume (Def 147840 cu in). =
...
END

Support for semi-transparent plastic mailbags

25

Co-mail updates

The USPS pilot for Mixed-class Co-mail now allows you to produce mixed ADC
packages at the mixed ADC pallet level.

Mixed-class Co-mail is a for-sale option. Please contact your sales representative
for more information.

New parameters The following parameters were added to the COMAIL PER & STD, Packages on

Pallets scheme to accommodate mixed ADC pallets. These parameters also
appear on the Job Summary report.

 Create MADC Pallets

 Min Mixed ADC Pallet Weight

 Max Mixed ADC Pallet Weight

The mixed ADC pallet level could collect all mail in the job if you set the
pallet minimum to zero (0) pounds (only allowed in co-mail jobs).

When you set the Create MADC Pallets parameter to Yes, the following happens:

 The mixed ADC pallet is charged the ADC-origin container charge.

 The mixed ADC pallet level could collect all mail in the job (see note above).

 The mixed ADC pallets are labeled using the L009 table.

BEGIN Presort Scheme: COMAIL PER & STD, Packages on Pallets ===
...

Create 3DG Pallets (Y/N)............. = y

Create MADC Pallets (Y/N)............ = y

+ Min PER FRM Package (2 to 100)..... = 2

Min 5DG/Scheme Pallet Weight......... =

Min 3DG Pallet Weight................ =

Min SCF Pallet Weight (See Note)..... =

Min ADC Pallet Weight (See Note)..... =

Min Mixed ADC Pallet Weight.......... = 0

Max Package Thickness (3 to 24in).... =

Max Pallet Package Wt (10 to 40 lb.). = 20
Min Default Pallet Wt (250 to 500 lb) = 500

Max 5DG/Scheme Pallet Weight......... =

Max 3DG Pallet Weight................ =

Max SCF Pallet Weight................ =

Max ADC Pallet Weight................ =

Max Mixed ADC Pallet Weight.......... =

Max Default Pallet Wt(1000 to 2200 lb)= 2100

Max Pallet Volume (75 to 100%)....... = 100

Reverse Pc Sequence in WS/LOT Pkg(Y/N)= n
END

26

Presort Release Notes

BEGIN Presort Scheme: COMAIL PER & STD, Packages on Pallets ===
...

Create 3DG Pallets (Y/N)............. = y

Create MADC Pallets (Y/N)............ = y

+ Min PER FRM Package (2 to 100)..... = 2

Min 5DG/Scheme Pallet Weight......... =

Min 3DG Pallet Weight................ =

Min SCF Pallet Weight (See Note)..... =

Min ADC Pallet Weight (See Note)..... =

Min Mixed ADC Pallet Weight.......... = 0

Max Package Thickness (3 to 24in).... =

Max Pallet Package Wt (10 to 40 lb.). = 20
Min Default Pallet Wt (250 to 500 lb) = 500

Max 5DG/Scheme Pallet Weight......... =

Max 3DG Pallet Weight................ =

Max SCF Pallet Weight................ =

Max ADC Pallet Weight................ =

Max Mixed ADC Pallet Weight.......... =

Max Default Pallet Wt(1000 to 2200 lb)= 2100

Max Pallet Volume (75 to 100%)....... = 100

Reverse Pc Sequence in WS/LOT Pkg(Y/N)= n
END

Co-mail updates

27

Other changes

Foreign mail Since the Periodicals rate case in July 2007, Presort has not supported the sorting

of foreign mail for Periodicals mailings. In this release, changes were made in the
Presort Job Summary report so that you can more easily match information
between the PJS report and your input files.

The Foreign Pieces section was removed from the Job Summary report and in its
place we added a line called Foreign Country Addresses under the Remaining
Pieces section. This line displays the weight and number of copies for foreign
records in Periodicals mailings only.

Remaining Pieces Weight(lbs) Copies

---------------------------------------------------- -------------- -------

Qualified Non-Presort (No Qualifying Entry Points) 0.000000 0

Qualified Non-Presort (No Qualifying Schemes) 0.000000 0

Unqualified (Failed Zip Verification) 0.486000 1

Foreign Country Addresses 14.352800 28

-------------- -------

Totals: 14.838800 29

Change to box 28 in Postage Statement 8125

In previous releases of Presort, box 28 of PS 8125 contained facility name, city,
state, and ZIP Code information. All of this information was taken from the Entry
Point blocks.

An example of the old information is shown below.

|---------------------------------------------------------|
| 28. Entry Office (Facility name, address, city, state |
| and ZIP+4 code as found in the Drop Ship Product.) |
| BMC SEATTLE |
| Federal Way, WA 98003-6721 |
|---------------------------------------------------------|

In this release, Presort populates the box with information from two different
sources. The facility name is pulled from the Entry Point blocks while the street
address, city, state, and ZIP Code are taken from the mail direction directories.

An example of the new information is shown below.

|---------------------------------------------------------|
| 28. Entry Office (Facility name, address, city, state |
| and ZIP+4 code as found in the Drop Ship Product.) |
| BMC SEATTLE |
| 34301 9TH AVE S |
| Federal Way, WA 98003-6721 |
|---------------------------------------------------------|

28

Presort Release Notes