Pitney Bowes DM400c Operating Guide

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Digital Mailing System
DM300c, DM400c
Operator Guide
Canada English Version
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SV61991 Rev. A ©2007 Pitney Bowes Inc.
All rights reserved. This book may not be reproduced in whole or in part in any fashion or stored in a retrieval system of any type or transmitted by any means, electronically or mechanically, without the express, written permission of Pitney Bowes.
We have made every reasonable effort to ensure the accuracy and usefulness of this manual; however, we cannot assume responsibility for errors or omissions or liability for the misuse or misapplication of our products.
Due to our continuing program of product improvement, equipment and
material specications as well as performance features are subject to
change without notice. Your digital mailing system may not have some of the features described in this book. Available features vary, depending on the model of your mailing system, installed options, system software level, how your system is set up and the country it is designed to operate in.
E-Z Seal and Postage By Phone are trademarks or registered trademarks of Pitney Bowes Inc. ENERGY STAR is a registered trademark of the United States Environmental Protection Agency.
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FCC Part 15 Compliance
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 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 instruction manual, may cause interference to radio communications. However, there is no guarantee that interference will not occur in a particular installation. If this equipment does cause interference 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.
CAUTION: Changes or modications to this equipment not expressly
approved by the party responsible for compliance could void the user’s authority to operate the equipment.
A shielded USB cable must be used with this equipment to ensure compliance with the limits. Use of a unshielded cable is prohibited.
FCC Part 68 Compliance of the G900 Modem
This equipment complies with Part 68 of the FCC rules and the requirements adopted by the ACTA. On the back of this equipment is a label that
contains, among other information, a product identier in the format US:
AAAEQ##TXXXX. If requested, this number must be provided to the telephone company.
This equipment is designed to be connected to a Facility Interface Code 02LS2 network with RJ11C network interface.
A plug and jack used to connect this equipment to the premises wiring
and telephone network must comply with the applicable FCC Part 68 rules and requirements adopted by the ACTA. A compliant telephone cord and modular plug is provided with this product. It is designed to be connected to
a compatible modular jack that is also compliant. See installation instructions
for details. The ringer equivalence number (REN) is used to determine the number
of devices that may be connected to a telephone line. Excessive RENs on a telephone line may result in the devices not ringing in response to an incoming call. In most but not all areas, the sum of RENs should not exceed
ve (5). To be certain of the number of devices that may be connected to a
line, as determined by the total RENs, contact the local telephone company.
The REN for this product is part of the product identier that has the format
US:AAAEQ##TXXXX. The digits represented by ## are the REN without a decimal point (for example 03 is a REN of 0.3).
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If this equipment (3C00, 4C00 mailing machine) causes harm to the telephone network, the telephone company will notify you in advance that temporary discontinuance of service may be required. But if advance notice isn’t practical, the telephone company will notify you as soon as possible.
Also, you will be advised of your right to le a complaint with the FCC if you
believe it is necessary. The telephone company may make changes in its facilities, equipment,
operations, or procedures that could affect the operation of the equipment. If this happens the telephone company will provide advance notice in order for
you to make necessary modications to maintain uninterrupted service.
If trouble is experienced with this equipment (3C00, 4C00 mailing machine), please contact Pitney Bowes, One Elmcroft Rd., Stamford, CT at 1-800-522­0020 for repair or warranty information. If the equipment is causing harm to the telephone network, the telephone company may request that you disconnect the equipment until the problem is resolved. This equipment is not intended to be repaired by the customer.
Connection to party-line service is subject to state tariffs. Contact the
state public utility commission, public service commission, or corporation commission for information.
If the installation site has specially wired alarm equipment connected to the telephone line, ensure the installation of this mailing machine does not disable the alarm equipment. If you have questions about what will disable
alarm equipment, consult your telephone company or a qualied installer.
Servicing
This equipment is not intended to be serviceable. Please refer to the warranty information if problems occur. Failed units will be withdrawn by Pitney Bowes service engineers and returned to the U.S. Service Center. For reference purposes, the U.S. Service Center contact address is: Pitney Bowes Inc., 1 Elmcroft Road, Stamford, CT, 06926-0700.
A plug and jack used to connect this equipment to the premises wiring and
telephone network must comply with the applicable FCC Part 68 rules and requirements adopted by ACTA. A compliant telephone cord and modular plug is provided with this product. It is designed to be connected to a
compatible modular jack that is also compliant. See installation instructions
for details.
Industry Canada
This product meets the applicable Industry Canada technical specications.
The Ringer Equivalence Number (REN) is an indication of the maximum number of devices allowed to be connected to a telephone interface. The Ringer Equivalence Number (REN) of this terminal equipment is 1.0. The termination on an interface may consist of any combination of devices
subject only to the requirement that the sum of the RENs of all devices does not exceed ve.
The abbreviation, IC, before the registration number signies that registration
was performed based on a Declaration of Conformity indicating that Industry
Canada technical specications were met. It does not imply that Industry
Canada approved the equipment.
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Contact Information List
Canada Contacts ................................................................. xi
1 • Introduction
About Your Digital Mailing System .....................................1-2
What is IntelliLink® .............................................................1-3
Postal Requirements .........................................................1-4
What's in this Guide ...........................................................1-5
Other Sources of Information ............................................1-6
Getting Help ...............................................................1-6
Important Safety Notes ......................................................1-6
Important Telephone Safety Instructions ...........................1-8
2 • Getting to Know Your System
Machine Features–Front (DM300c) ...................................2-2
Machine Features–Front (DM400c) ...................................2-4
Control Panel .....................................................................2-6
Machine Features—Rear ..................................................2-8

Table of Contents

3 • Running Mail
Before You Begin ............................................................... 3-3
Checklist ............................................................................ 3-3
The Ready Screen ............................................................. 3-3
Applying Postage and Running Mail .................................. 3-4
Selecting a Class or Special Service ................................. 3-5
Before Selecting or Changing a Class ........................3-5
Applying Postage ............................................................... 3-6
Processing Lettermail Using
the Integrated Weigh Platform .................................... 3-6
Processing Lettermail Using
Manual Weight Entry ................................................... 3-7
Processing Incentive Lettermail ..................................3-8
Printing Postage on an Envelope ................................ 3-8
Feeding Envelopes ............................................... 3-9
Processing a Parcel Using
the Optional Parcel Rate Module ..............................3-10
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Table of Contents
Processing a Parcel Without Using
the Optional Parcel Rate Module ..............................3-12
Printing Digital Indicia on Tapes ................................ 3-13
Adding Postage to Correct a Mail Piece ................... 3-14
Correcting a Date on a Mail Piece ............................ 3-15
Printing a Statement of Mailing or
Manifest Payment ..................................................... 3-16
Test Print / Zero Dollar Indicia ......................................... 3-17
Using Presets .................................................................. 3-17
Selecting the Normal Preset ..................................... 3-17
Selecting a Custom Preset ....................................... 3-17
Selecting an Account to Track Postage ........................... 3-18
Checking and Clearing the Batch Count .........................3-19
Checking the Batch Count ........................................ 3-19
Printing a Record of the Batch
Count Information ..................................................... 3-20
Clearing the Batch Count .......................................... 3-20
4 • Printing Options
Printing Options .................................................................4-2
Bypass Printing and Seal the Envelope Only ....................4-3
DM300c Only .............................................................4-3
DM400c Only .............................................................4-4
Printing the Date and Time or an Ad on Incoming Mail .....4-4
Setting or Advancing the Date on the Machine .................4-5
Printing an Envelope Advertisement ..................................4-6
Downloading an Envelope Ad Into Your Machine ...... 4-6
5 • Normal and Custom Presets
What is a Preset? ..............................................................5-2
Normal Preset / Default Screen ................................. 5-2
Custom Presets ......................................................... 5-3
Defining Presets ...............................................................5-3
Selecting a Preset .............................................................5-4
Selecting Custom Presets .......................................... 5-4
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Table of Contents
Managing Custom Presets ................................................5-4
Viewing a Custom Preset .......................................... 5-4
Editing a Custom Preset Name .................................. 5-5
Overwriting a Custom Preset .....................................5-5
Deleting a Custom Preset ..........................................5-6
6 • Adding Postage/Connecting to the Data Centre
A Word About Adding Postage ..........................................6-2
Connecting Your System to an Analog Phone Line ...........6-2
Checking Funds (Postage) Availability in Machine ............6-2
Checking Your Postage By Phone® Account Balance ........6-3
Adding Postage .................................................................6-4
Printing a Funds Report .....................................................6-5
Downloads from the Data Centre to Your Machine ...........6-6
Connecting to the Data Centre (other than for Postage) .....6-9
Check for Updates ..................................................... 6-9
Phone Settings ......................................................... 6-10
Distributor Settings ................................................... 6-13
7 • System Options
System Options .................................................................7-2
Basic Options ....................................................................7-3
Setting the Time, Date, and Timeouts ........................ 7-3
Adjusting the Contrast of the Display ......................... 7-6
Setting Postage Limits (Funds Warnings) .................. 7-7
Enabling, Changing or Disabling Lock Codes and
Passwords ................................................................. 7-8
Configuring the Tape Button ......................................7-11
Advanced Options ...........................................................7-12
Meter Withdrawal (Withdrawing Postage Funds) ..... 7-12
Running Install Mode ............................................... 7-13
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Table of Contents
8 • Reports
Overview of Reports ..........................................................8-2
Last 5 Refills Report ................................................... 8-3
Funds Report ............................................................. 8-3
Single Accounts Report .............................................. 8-3
Multi-Account Summary Report .................................8-3
Account List Report .................................................... 8-4
System Setup Report ................................................. 8-4
Error Report ...............................................................8-4
Configuration Report .................................................. 8-5
Software Version Report ............................................ 8-5
Printing a Report ................................................................8-6
Printing to an Attached Printer ...................................8-6
Printing on an Envelope or Tape Strip ........................8-6
9 • Departmental Accounting
Overview of the Accounting Feature ..................................9-2
Creating New Accounts .....................................................9-3
Deleting Accounts ..............................................................9-4
Editing Accounts ................................................................9-5
Viewing/Clearing Account Totals .......................................9-6
Clearing All Account Totals ................................................9-7
Turning Account Passwords On (Globally) ........................9-8
Turning Account Passwords Off (Globally) ........................9-9
Turning Accounting On ....................................................9-10
Turning Accounting Off ....................................................9-10
10 • Scale Options
Scale Options .................................................................10-2
Zeroing the Scale ..................................................... 10-3
Setting Weight Change Options ............................... 10-3
Setting Class Change Options ................................. 10-4
Turning Auto Scale On or Off ................................... 10-5
Setting the Scale Location Code .............................. 10-6
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11 • Maintenance
Printer Maintenance ........................................................11-2
Printing a Test Pattern .....................................................11-3
Cleaning the Printer Nozzle .............................................11-4
Replacing the Ink Cartridge .............................................11-5
Replacing the Print Head .................................................11-8
Filling the Moistener (DM400c Only) .............................11-10
Filling the Moistener (DM300c Only) .............................11-11
Maintaining the Moistener .............................................11-12
Cleaning the Stripper Blade and Brush Assembly
(DM400c) ................................................................11-12
Cleaning the Shield and Wick (DM400c) ................11-13
Removing the Moistener (DM300c) ........................11-14
Removing the Shield and Wick (DM300c) ..............11-16
12 • Troubleshooting
Power Questions .............................................................12-2
Feeding Questions .........................................................12-2
Printing Questions ...........................................................12-3
Moistening Questions ......................................................12-3
Display Questions ............................................................12-4
Adding Postage Questions ..............................................12-4
Display Messages ...........................................................12-5
Viewing System Configuration Levels .............................12-5
Table of Contents
13 • Supplies and Options
Supplies and Accessories ...............................................13-2
Options ............................................................................13-3
Weighing Platform .................................................... 13-3
Moistener .................................................................13-3
Advertisements ........................................................13-3
Departmental Accounting ......................................... 13-3
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Table of Contents
Equipment Specifications .................................................A-1
IntelliLink® Feature Settings ..............................................A-1
Material Specifications ...................................................... A-2
Glossary ...........................................................................B-1
Index ...................................................................................I-1
x SV61991 Rev. A
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Contact Information List

DM300c
DM400c

Canada Contacts

Product Name - DM300c or DM400c Model Name - 3C00 or 4C00 Go to www.pitneybowes.ca to:
View frequently asked questions (FAQs),
Order PB supplies and accessories,
Place requests for service,
View order status for supplies, and
Add postage to your Postage By Phone® account.
Our Help Desk
For direct questions, call: 1.800.672.6937. Customer Service Representatives are available Monday through Friday, 8:00 AM - 7:45 PM EST.
xiSV61991 Rev. A
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11 • Maintenance
Printer Maintenance ........................................................11-2
Printing a Test Pattern .....................................................11-3
Cleaning the Printer Nozzle .............................................11-4
Replacing the Ink Cartridge .............................................11-5
Replacing the Print Head .................................................11-8
Filling the Moistener (DM400c Only) .............................11-10
Filling the Moistener (DM300c Only) .............................11-11
Maintaining the Moistener .............................................11-12
Cleaning the Stripper Blade and Brush Assembly
(DM400c) ................................................................11-12
Cleaning the Shield and Wick (DM400c) ................11-13
Removing the Moistener (DM300c) ........................11-14
Removing the Shield and Wick (DM300c) ..............11-16
12 • Troubleshooting
Power Questions .............................................................12-2
Feeding Questions .........................................................12-2
Printing Questions ...........................................................12-3
Moistening Questions ......................................................12-3
Display Questions ............................................................12-4
Adding Postage Questions ..............................................12-4
Display Messages ...........................................................12-5
Viewing System Configuration Levels .............................12-5
Table of Contents
13 • Supplies and Options
Supplies and Accessories ...............................................13-2
Options ............................................................................13-3
Weighing Platform .................................................... 13-3
Moistener .................................................................13-3
Advertisements ........................................................13-3
Departmental Accounting ......................................... 13-3
ixSV61991 Rev. A
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Table of Contents
Equipment Specifications .................................................A-1
IntelliLink® Feature Settings ..............................................A-1
Material Specifications ...................................................... A-2
Glossary ...........................................................................B-1
Index ...................................................................................I-1
x SV61991 Rev. A
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Contact Information List
Postage By Phone®
To contact Postage By Phone®, call 1.800.387.4660.
Pitney Bowes Supplies
To order genuine Pitney Bowes supplies, call the Supply LineTM at
1.800.672.6937 or visit us online at www.pitneybowes.ca.
xii SV61991 Rev. A
Page 15

1 • Introduction

DM300c
DM400c
This chapter lists the key features of your mailing system, tells you what's in this guide, and presents important safety information.
About Your Digital Mailing System......................................1-2
What is IntelliLink® ..............................................................1-3
Postal Requirements ..........................................................1-4
What's in this Guide ............................................................1-5
Other Sources of Information .............................................1-6
Getting Help .................................................................1-6
Important Safety Notes .......................................................1-6
Important Telephone Safety Instructions ............................1-8
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1 • Introduction

About Your Digital Mailing System

Your digital mailing system's advanced features include:
Space-saving, compact footprint
ENERGY STAR® compliant design lowers operating costs and helps preserve the environment
Large, easy-to-read display shows system status and prompts you through setup operations
Semi-automatic and automatic envelope feeding, transport, and
auto-eject
Automatic date advance
User-selectable ad slogans
Convenient and simple postage refills via Postage By Phone (requires analog phone line)
Stacker neatly stacks finished envelopes
Ink jet printing technology provides clear, crisp imprints
Weighing platform weighs mail pieces
Integrated rating feature calculates correct postage
Date and time stamp for use on incoming mail or on sensitive documents
Accounting feature tracks postage costs by department*
Password protection limits access to authorized personnel
Full report printing capability provides hard-copy records of your postage transactions
In-line moistener wets and seals envelopes
USB communication ports for exporting report data to a PC and for adding peripherals (scanner, printer)*
*Optional feature
®
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1 • Introduction

What is IntelliLink®

IntelliLink® provides you with a digital gateway to an entire suite of services and information to help you move your mail more efficiently and enhance your business performance. It allows you to:
Add Features On Demand
You can easily download envelope ads and optional product enhancements such as departmental accounting.
Download Postal Rate Updates
The latest postal rates are downloaded precisely when you need them.
Keep Your System Current
Software download capability means you'll always have the latest version of your machine's operating system.
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1 • Introduction

Postal Requirements

The postage meter on your mailing system is a Postal Security Device (PSD) approved by the Canada Post Corporation to secure funds. Since it is licensed by the Canada Post Corporation, you must follow a few basic requirements.
Add Features On Demand
Mail must have the correct date and postage amount in the digital indicia.
Metered mail must bear the postal code of the location where the mail is originated.
If you move to another Postal Code location, you must update the Postal Code. You can do this by calling Postage By Phone®.
NOTE: If you move your mailing system to a different postal code, you will need to update your system before processing mail at your new location. (See the Contacts section at the front of this guide for more information.)
Each time you refill your postage meter (Postal Security Device) through the modem, the Postage By Phone® computer automatically performs a postal inspection. If the postage meter in your mailing machine has not detected a modem refill transaction at certain intervals, the message “Inspection Required” appears on the main screen of the IntelliLinkTM Control Centre. (The system will then prompt you to connect to Pitney Bowes and perform an inspection.)
The postage tape you use must meet Canada Post specifications.To order approved supplies for your mailing system refer to Chapter 13 - Supplies and Options
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SV61991 Rev. A
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1 • Introduction

What's in this Guide

The Introduction describes the key features of your mailing system. It also includes important safety notes.
Chapter 2, Getting to Know Your System explains the purpose and shows the location of each control and machine feature.
Chapter 3, Running Mail explains how to process mail. The operations covered here are the ones you'll use most often.
Chapter 4, Printing Options explains the various options for printing on your system.
Chapter 5, Normal and Custom Presets explains the Normal and Custom Presets feature for saving commonly-used settings on your machine.
Chapter 6, Adding Postage/Connecting to Data Centre explains how to add postage funds to your system using Pitney Bowes' Postage By Phone® service and connecting to the Pitney Bowes Data Centre.
Chapter 7, System Setup provides step-by-step instructions for customizing system operation to suit your own needs.
Chapter 8, Reports provides you with a description of reports you can print on your system.
Chapter 9, Accounting Setup provides instructions for setting up the optional accounting feature.
Chapter 10, Scale Options provides instructions for setting up the weighing platform.
Chapter 11, Maintenance explains how to check print quality and take care of the moistener.
Chapter 12, Troubleshooting provides answers to common questions you may have about the performance of your mailing system.
Chapter 13, Supplies and Options lists the supplies available for your mailing system. It also describes options that add to the versatility of your mailing system and enhance the productivity of your mailroom.
Appendix A, Specifications provides material and equipment specifications.
Appendix B, Glossary has a small glossary that explains some of the terms unique to the world of mailing.
SV61991 Rev. A
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1 • Introduction

Other Sources of Information

Refer to the Quick Reference Guide and Quick Install guide provided with your system for frequently used procedures and installation instructions.

Getting Help

As you use your mailing system, there may be times when you need help to solve a specific problem, or you may want additional information about mailing system operation.
Refer to the Contact Information List at the front of this guide for more information.

Important Safety Notes

Follow the normal safety precautions for all office equipment.
Please read all instructions before you attempt to operate the system. Save these instructions for future use.
Use the power cord supplied with the machine and plug it into a properly grounded wall outlet that's located near the machine and easily accessible. Failure to properly ground the machine
can result in severe personal injury and/or fire.
The power cord wall plug is the primary means of disconnecting the machine from the AC supply. The unit is on whenever it is plugged into a live receptacle, even though the operator display may be off.
Place the mailing machine base close to an easily accessible wall outlet. DO NOT use a wall outlet controlled by a wall switch or one that is shared with other equipment.
Do not use an adapter plug on the line cord or wall outlet.
Do not remove the ground pin from the line cord.
Make sure the area in front of the wall outlet into which the machine is plugged is free from obstruction.
DO NOT route the power cord over sharp edges or trap it between pieces of furniture. Make sure there is no strain on the power cord.
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SV61991 Rev. A
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1 • Introduction
Important Safety Notes (continued)
To reduce the risk of fire or electrical shock, DO NOT attempt to remove covers or disassemble the control panel or its base. The cabinet encloses hazardous parts. If you should drop or otherwise damage the unit, call Pitney Bowes.
Keep fingers, long hair, jewelry and loose clothing away from
moving parts at all times.
Keep your hands out of the ink cartridge refill holder.
Avoid touching moving parts or materials while the machine is in use. Before clearing a stall, be sure machine mechanisms come to a complete stop.
When removing stalled material, avoid using too much force
to protect against minor personal injury and damage to the
equipment.
Use the equipment only for its intended purpose.
Always follow the specific occupational safety and health standards prescribed for your workplace.
Do not place lighted candles, cigarettes, cigars, etc., on the mailing machine.
To prevent overheating, do not cover the vent openings.
Use only Pitney Bowes ink, tape strips, and cleaners. Call the Pitney Bowes Supply LineTM to place orders. If you need Material Safety Data Sheets on the supplies for OSHA requirements, please contact your local Pitney Bowes branch. Refer to the Contact Information List at the front of this guide for more information.
CAUTION: In case of an ink spill, leaking ink or excessive ink accumulation, immediately disconnect the power cord from the wall plug and contact Pitney Bowes. Refer to the Contact Information List at the front of this guide for more information.
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1 • Introduction

Important Telephone Safety Instructions

The machine connects directly to analog telephone lines. For your protection, basic safety precautions should always be followed to
reduce the risk of fire, electric shock, and injury to persons. These
safety precautions include:
CAUTION: To reduce the risk of re, use only 26 AWG
telecommunication line cord supplied with the machine.
Never install telephone wiring during a lightning storm.
Disconnect the system's telephone line during a lightning storm.
Avoid using a telephone or equipment that connects to a telephone line during an electrical storm; there may be a remote risk of electrical shock from lightning.
Do not use the telephone or equipment connected to the telephone line to report a gas leak in the vicinity of the leak.
Never install telephone jacks in wet locations.
Do not use this product near water, for example, near a bath tub, wash bowl, kitchen sink or laundry tub, in a wet basement or near a swimming pool.
Never touch uninsulated telephone wires or terminals unless the telephone line has been disconnected at the network interface.
1-8
SV61991 Rev. A
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2 • Getting to Know
Your System
DM300c
DM400c
In this chapter you'll find out where everything is and what it does.
Machine Features–Front (DM300c)....................................2-2
Machine Features–Front (DM400c)....................................2-4
Control Panel ......................................................................2-6
Machine Features—Rear ...................................................2-8
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Page 24
2 • Getting to Know Your System

Machine Features–Front (DM300c)

3
4
2
1
10
9
8
7
(shown with weighing platform and moistener)
5
6
2-2
SV61991 Rev. A
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2 • Getting to Know Your System
1. Control Panel—allows you to enter and setup information on your machine.
2. Tape Feeder—holds and feeds tapes for printing.
3. LED—lights green when your system is on; lights orange when your system is in “sleep” mode.
4. Weighing Platform—allows you to weigh and calculate postage of a mail piece based on the service selected.
5. Ink Access Cover—opens up to allow replacement of the ink cartridge. See Chapter 11, Maintenance for instructions.
6. Quick Reference Guide Slot—allows you store the Quick Reference Guide for easy access.
7. Stacker Tray—allows the neat stacking of finished mail pieces.
8. Clearance Lever (two position)
Home - printer rollers engaged for processing mail (normal)
Released - printer rollers disengaged; lower portion of printer
deck drops down so you can clear a stalled mail piece.
NOTE: The machine will not process mail when left in the released position.
9. Printer Deck—supports your envelope, post card or tape strip as it passes under the printer mechanism.
10. Moistener (optional)—applies sealing fluid to the envelope flap. You can seal envelopes or leave them unsealed, depending on how you feed them.
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Page 26
2 • Getting to Know Your System

Machine Features–Front (DM400c)

13
1
12
11
10
2
3
4
5
6
9
8
7
2-4
14
15
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2 • Getting to Know Your System
1. Feeder Access Cover—open this cover to access the moistener bottle.
2. Seal/No Seal Lever—allows you to turn envelope sealing on and off.
3. LED—lights green when your system is on; lights orange when your system is in "sleep" mode.
4. Ink Access Cover—opens up to allow replacement of the ink cartridge. See Chapter 11, Maintenance for instructions.
5. Weighing Platform—allows you to weigh and calculate postage of a mail piece based on the service selected.
6. Ink Waste Tank—prevents spillage of ink.
7. Control Panel—allows you to enter and setup information on your machine.
8. Printer Clearance Lever (two position)
Home - printer rollers engaged for processing mail (normal)
Released - printer rollers disengaged; lower portion of printer
deck drops down so you can clear a stalled mail piece.
NOTE: The machine will not process mail when left in the released position.
9. Printer Deck—supports your envelope, post card or tape strip as it passes under the printer mechanism.
10. Tape Feeder—holds and feeds tape strips for printing.
11. Moistener—applies sealing fluid to the envelope flap. You can seal envelopes or leave them unsealed, depending on the position of the Seal/No Seal lever.
12. Side Guide—reduces the skewing of pieces of mail as you feed them into the feeder.
13. Feeder Deck—supports your envelope, post card or tape strip as it waits to be fed into the printer mechanism.
14. Quick Reference Guide Slot—allows you store the Quick Reference Guide for easy access.
15. Stacker Tray—allows the neat stacking of finished mail pieces.
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2 • Getting to Know Your System
QCW E R T Y U PI O
A S D F G H J K L
Z X C V B N M
1
2
3
4
5
6
7 9
0
.
8
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$
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-
_
+
,
'
/
(
!
)
@
:
Space
Shift
SymbolBack space
*
?
.
=
Refill
Postage Funds
Custom Presets
Normal Preset
Menu
Weigh/Rate
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Stop
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Control Panel

2
3
4
5
6
1
7
9
6
1. Tape Key—allows you to print tape(s).
2. Lock/Power Key—Dual function. Prevents unauthorized use of your system if lock feature is setup and machine is in "sleep mode"; entering your four-digit password unlocks (awakens) the machine. Also allows you to power up or power down machine.
3. Screen Selection Keys—allows you to select a line (one key for each line) on the operator display. Whenever the left arrow ( ) occupies the first position in one of the display lines, you may press the corresponding Screen Selection key to select that line.
4. Operator Display—shows the current status of your system and prompts you through all setup operations.
5. Up/Down Arrow Keys (Scroll Keys)—allows you to scroll up and down through menu choices in the operator display. If a Page/Up/Down key is lighted, it indicates additional choices are available in a menu (up or down, depending on key) and that Page Up/Down key can be pressed to access these further choices.
6. Alpha/Numeric and Qwerty Keypads—allow you to type in numbers and letters for account names, postage values, and other information.
7. Enter Key—allows you to accept an entry or choice.
2-6
8
SV61991 Rev. A
Page 29
2 • Getting to Know Your System
8. Start and Stop Keys—allow you to start/stop the mailing system when running envelopes.
9. Feature Keys—allows you quick access to the most common features on the system. Pressing a Feature key takes you immediately to the top-level screen of the feature for that key.
Home—takes you back to the Home (date/postage) screen.
Normal Preset—takes you back to the default/home screen.
See Chapter 5, Normal and Custom Presets for details.
Custom Presets—press to select from a list of up to 10
custom settings.You can assign a number of values (e.g., class, weight ad, account number and others) to each custom preset. See Chapter 5, Normal and Custom Presets for details.
Refill Postage—allows you to add (refill) postage funds to
your machine conveniently via modem (requires analog phone line). See Chapter 6, Adding Postage for details.
Funds—allows you to check your postage funds and
number of mail pieces processed. See Chapter 6, Adding Postage for details.
Weigh/Rate—allows you to weigh and calculate postage
based on service selected. See Chapter 3, Running Mail for details.
Menu—allows you to access system setup information such
as date, time, postage, accounts, phone parameters, etc. See Chapter 7, System Options for details.
IMPORTANT: When you press a Feature key, any entry in
the preceding screen is lost unless you have rst pressed the Enter key to conrm the entry. For example, if you entered an
account name and then immediately pressed another Feature key, the account name will not be recorded by the system.
SV61991 Rev. A
2-7
Page 30
2 • Getting to Know Your System

Machine Features—Rear

2
1
3
1. Phone Jack—allows you to connect an analog phone line,
such as one a Fax machine uses. The jack accepts a standard
RJ-11 phone plug (supplied). When your system is connected to an analog phone line, you can add postage anytime by pressing
Refill Postage and following the prompts. See Chapter 6, Adding Postage for details.
2. USB Ports—allow you to connect a USB cable and download report data to a PC. Also allow you to connect external weighing platform and scanner.
3. Power Receptacle—connects to AC power cord (supplied).
2-8
SV61991 Rev. A
Page 31

3 • Running Mail

DM300c
DM400c
This chapter explains how to run mail, your printing options, and using the weighing platform.
Before You Begin ................................................................3-3
Checklist .............................................................................3-3
The Ready Screen..............................................................3-3
Applying Postage and Running Mail...................................3-4
Selecting a Class or Special Service ..................................3-5
Before Selecting or Changing a Class .........................3-5
Applying Postage................................................................3-6
Processing Lettermail Using
the Integrated Weigh Platform .....................................3-6
Processing Lettermail Using
Manual Weight Entry ....................................................3-7
Processing Incentive Lettermail ...................................3-8
Printing Postage on an Envelope .................................3-8
Feeding Envelopes ................................................3-9
Processing a Parcel Using
the Optional Parcel Rate Module ...............................3-10
3-1SV61991 Rev. A
Page 32
3 • Running Mail
Processing a Parcel Without Using
the Optional Parcel Rate Module ...............................3-12
Printing Digital Indicia on Tapes .................................3-13
Adding Postage to Correct a Mail Piece ....................3-14
Correcting a Date on a Mail Piece .............................3-15
Printing a Statement of Mailing or
Manifest Payment ......................................................3-16
Test Print / Zero Dollar Indicia ..........................................3-17
Using Presets ...................................................................3-17
Selecting the Normal Preset ......................................3-17
Selecting a Custom Preset ........................................3-17
Selecting an Account to Track Postage ............................3-18
Checking and Clearing the Batch Count ..........................3-19
Checking the Batch Count .........................................3-19
Printing a Record of the Batch Count Information .....3-20
Clearing the Batch Count ...........................................3-20
3-2
SV61991 Rev. A
Page 33
3 • Running Mail

Before You Begin

Before you run mail on your system, review the Checklist, Home Screen, and Applying Postage sections below and on the next page.

Checklist

Make sure your mailing system is plugged into a properly grounded, 110 VAC receptacle. Always follow the safety precautions in Chapter 1, Introduction.
Check the level of sealing solution in the moistener. If you need to add sealing solution, refer to Chapter 11, Maintenance.
If you plan on printing tape strips, make sure you've got an adequate supply. See Chapter 13, Supplies and Options for ordering tape strips.
Check that you have enough postage for your mail run. Press the Funds key to view your current balance.
If running mail longer than a #10 envelope (241.3 mm), slide the stacker tray away from the system.
The maximum stack height for mail is 3" (76.2 mm). This is the height of the right wall of the stacker tray.

The Ready Screen

When you power up your system, the Ready screen appears on the IntelliLinkTM Control Centre operating display. If your system has been set up to require a lock code or password, you are prompted to enter it.
A typical Ready screen is show here:
Scale Weight $0.00 0g 2007.06.15
Class : None AD : None Inscrip. : None
Place item on the scale
NOTE: If your machine displays Seal Only on the screen simply select the corresponding key to ‘Exit Seal Only’ to begin.
SV61991 Rev. A
3-3
Page 34
3 • Running Mail
To process a mail piece from the Ready screen you must place your mail piece on the scale or enter the weight of the mail piece manually, and then select a class. For more information on pro­cessing mail, please refer to the specic topics later in Chapter 3.
If you want to do something other than print postage on an envelope or tape, press the Menu key. This provides you with access to other mailing modes and the system setup options. For information on the setup options refer to Chapter 7 in this guide.

Applying Postage and Running Mail

You can select several different modes for applying postage or running mail on your DM300C or DM400C system. Refer to the appropriate procedure listed here.
1. Applying Postage
2. Printing Postage on an Envelope.
3. Printing the Postage on a Tape Sheet or Tape Strip.
4.
Printing Postage Using Presets. Press a key to select certain system values (for example, weight and class) assigned to that key.
5. Selecting an (optional feature) Account.
6. Checking and Clearing the Postage Batch Count on Your System.
7. Adding Postage or Correcting Postage
8. Printing a Statement of Mailing or Manifest Payment
9. Test Print / Zero Dollar Indicia
3-4
SV61991 Rev. A
Page 35
3 • Running Mail

Selecting a Class or Special Service

Selecting a class is a required action in order to generate the appropriate rate for your mail piece. The procedure for setting a class special service or carrier depends on whether you enter the weight of the mail manually or use the interfaced scale to weigh your mail piece. Each class has its own set of special services. When you select a class only those options available for that selection appear in the display.
Your system automatically calculates the correct postage for your piece of mail based on its weight and the class of service you select

Before Selecting or Changing a Class

Before selecting a class or special feature, please note the following:
The class that appears in the Ready screen is the one you last selected.
If you turn off and then turn on the power to your system, the previously selected class automatically clears.
If you place a piece of mail on the scale, or enter a weight manually, the system automatically prompts you to select a new class if the new weight requires a different class.
If your system has an attached scale, we recommend that you turn the AutoScale option ON. Refer to the Setting Up an
Attached Scale section in Chapter 10 of this guide.
SV61991 Rev. A
3-5
Page 36
3 • Running Mail

Applying Postage

Processing Lettermail Using the Integrated Weigh Platform

1. If you have the optional accounting feature, from the home screen select Account and choose an account.
2.
Weigh Mail Piece – Place mail piece on the integrated weigh platform.
3. If necessary select next to the display.
4. Select your desired Lettermail sub-class (e.g., Dom Standard, Dom Other, USA, International) by pressing the corresponding key next to the display.
5. Select any desired special services (e.g., Registration) by pressing the corresponding key next to the display. If no special services are required press Enter.
6. The screen will now display the postage amount in the top right hand corner with three lines on the left and right side. You are now ready to print the postage.
7. Place envelope in feed deck to print postage (see section 3-9 on Feeding Envelopes for additional instructions).
Letters by pressing the corresponding key
NOTE: Values between $0.52 and $3.49 cannot be entered as this
range is representative of the current Canada Post Lettermail rate
structure - these values will be adjusted based on future Canada
Post Rate Changes. If a value between $0.52 and $3.49 (the restricted range at time of publication) is entered, the system will indicate that this is an invalid entry and therefore will not print the indicia. All mailing transactions must be processed by a combination of weight entry (integrated weight platform or manual entry) and making a class selection. The internal rating feature calculates the
accurate postage for each mail job.
3-6
SV61991 Rev. A
Page 37
3 • Running Mail

Processing Lettermail Using Manual Weight Entry

1. If you have the optional accounting feature, from the home screen select Account and choose an account.
2. At Ready screen on the IntelliLink Weigh/Rate button and then choose “Enter Weight Manually”.
3. Enter weight in grams or choose the option to enter weight in kilograms and then press Enter or choose “Accept”.
4. Based on your meter conguration you will be prompted to
perform 4a and 4b or skip ahead to 4b:
a) Select Letters to process Lettermail. b) Select the desired sub-class (e.g., Domestic Standard,
Domestic Other, USA, etc.) by pressing the corresponding key next to the display.
5.
Select any desired special services (e.g., Registration) by pressing the corresponding key next to the display. If no special services are required press Enter.
6.
The screen will now display the postage amount in the top right hand corner with three lines on the left and right side. You are now ready to print the postage.
7. Place envelope in feed deck to print postage (see section 3-9 on Feeding Envelopes for additional instructions).
TM
Control Centre press the
Enter Weight in Kilograms
Manual Weight $0.52 10g 2007.06.08
Account : None Class : Dom Standard AD : None Inscrip. : None
SV61991 Rev. A
3-7
Page 38
3 • Running Mail

Processing Incentive Lettermail

Incentive Lettermail is a category of Lettermail that consists of
identical items of Standard, Long and Oversize mail as dened
by Canada Post that must be deposited in Canada for delivery in Canada. In order to access the applicable Incentive Lettermail price, Customers must enter into an Agreement with Canada Post and ensure that the mail meets certain requirements established by Canada Post.
1. Place mail piece on the integrated weigh platform or key in a weight using the “Enter Weight Manually” function by pressing the Weigh/Rate key.
2. At the Select Carrier Screen using the arrow key scroll until you see “Dom Incentive”. Select it by pressing the corresponding key next to the display.
3. Select your desired Dom Incentive sub-class (e.g., Machinable, Std Ltr Pres, Oversize Mach or Oversize Std) by pressing the corresponding key next to the display.
4. The screen will now display the postage amount in the top right hand corner with three lines on the left and right side. You are now ready to print the postage.
5. Place envelope in feed deck to print postage (see section 3-9 on Feeding Envelopes for additional instructions).
The following images represent a Machineable Incentive Lettermail
and a Presort Incentive Lettermail impression printed adjacent to the
Digital Indicia.
Machineable Incentive Lettermail Presort Incentive Lettermail

Printing Postage on an Envelope

The procedures for printing postage on an envelope are different for the DM300C and DM400C systems. In addition, there are different procedures when using the weigh platform or parcel rating module. Refer to the appropriate procedure in this section.
3-8
SV61991 Rev. A
Page 39
Mr. John Smith
1925 Main Street
Your Town, US 12345
Sue Jones
Rte 223
Her Town, 54321
Mr. John Smith
1925 Main Stre
et
Your Town, US 123
45
Feeding Envelopes
Manually Feeding Envelopes (DM300c)
1. If using the moistener, place flap along moistener and move towards the right.
3 • Running Mail
2. Place the envelope up against the registration wall
Registration Wall
of the system and slide it to the right until the system grasps it. The system prints
the digital indicia and ejects
the envelope.
Automatically Feeding Envelopes (DM400c)
Load envelopes onto the feeder and press Start. The system automatically feeds the envelope,
prints the digital indicia and ejects
the envelope.
Start key
SV61991 Rev. A
3-9
Page 40
3 • Running Mail

Processing a Parcel Using the Optional Parcel Rate Module

The following outlines the procedure for processing a parcel using the optional Parcel rate module.
1. Place your mail piece on the integrated weigh platform or enter the weight manually through the following steps: a. Press the Weigh/Rate button and then select “Enter Weight
Manually”.
b. Enter the weight in kilograms and then press Enter or
choose Accept to confirm and the system will take you to the class selection option menu (skip to step 3).
2. If you used the integrated weigh platform to weigh your mail piece, you will be prompted to select the Class.
Additional sub-class selections and processing steps are required depending on which class selection, and country destination (Domestic, US, International) you select. The steps for the different country destinations are outlined below.
Domestic (Canada) Destinations
3. For Canadian destinations you must select and then press Enter to confirm
4. Select your desired sub-class. For more information on Canada Post Distribution Services (shipping products and services) log on to www.canadapost.ca.
5. Enter the destination code using the QWERTY keyboard and/or the numeric keypad. Based on your entry the system will indicate if it is a postal code or zone. Simply press the corresponding key to continue.
6. Review your postage rate for your parcel and confirm service selection by pressing the corresponding key.
7. Select any appropriate Special Services you desire by following the prompts on the display. Press Enter when complete. The postage value will be displayed in the top right hand corner with lines to the left and right side. You are now ready to print the postage.
8. Press the Digital Indicia on Tape for additional information).
Tape button to print postage (see section 3-13 Printing
Domestic Parcel
3-10
SV61991 Rev. A
Page 41
3 • Running Mail
US Destinations
3. For US destinations you must select Enter to confirm.
4. Select your desired sub-class Xpresspost. For more information on Canada Post Distribution Services (shipping products and services) log on to www.canadapost.ca.
5. The system will prompt you to enter a Zone. Key in the appropriate Zone Code and press Enter or choose Accept.
6. Review your postage rate for your parcel and confirm service selection by pressing the corresponding key.
7. Select any appropriate Special Services you desire by following the prompts on the display. Press Enter when complete. The postage value will be displayed in the top right hand corner with lines to the left and right side. You are now ready to print the postage.
8. Press the Tape button to print postage (see section 3-13 Printing Digital Indicia on Tape for additional information).
International Destinations
3. For International destinations you must select Int’l Parcels.
4. Select your desired sub-class Small Packet, Int’l Surface, Int’l Air, or Int’l Xpresspost. For more information on Canada Post Distribution Services (shipping products and services) log on to www.canadapost.ca.
5. The system will prompt you to enter a Country name or Code. If you know the country code enter it now. If you do not know the country code enter the first one or two characters of the country name. A list of all countries beginning with those characters appears in the display. Press the number that corresponds to the country you want and then press Enter to confirm.
6. Review your postage rate for your parcel and confirm service selection by pressing the corresponding key.
7. Select any appropriate Special Services you desire by following the prompts on the display. Press Enter when complete. The postage value will be displayed in the top right hand corner with lines to the left and right side. You are now ready to print the postage.
8. Press the Tape button to print postage (see section 3-13 Printing Digital Indicia on Tape for additional information).
USA Parcel and then press
Expedited USA or US
SV61991 Rev. A
3-11
Page 42
3 • Running Mail

Processing a Parcel Without Using the Optional Parcel Rate Module

This procedure is used for processing Parcels (those mail pieces whose dimensions – size and weight – and associated rates extend outside of the Lettermail rating structure) if you did not purchase the optional parcel rate module. Based on the rate structure provided in your system a Parcel can be considered any mail piece that weighs over 500 grams. In order to process a parcel you will need to know the appropriate postage amount. If you need assistance determining if a mail piece should be rated as Lettermail or as a Parcel or need to obtain the postage rate for the mail piece, contact your local Canada Post retail outlet or log on to www.canadapost.com.
The following outlines the procedure for processing a parcel without the optional Parcel rate module.
1. Key in your desired postage value using the numeric keypad.
NOTE: Values between $0.52 and $3.49 cannot be entered as this range is representative of the current Canada Post Lettermail rate
structure - these values will be adjusted based on future Canada
Post Rate Changes. If a value between $0.52 and $3.49 (the restricted range at time of publication) is entered, the system will indicate that this is an invalid entry and therefore will not print the indicia.
2. Press Enter to confirm.
3. The amount you entered will appear in the top right corner of your
display with lines to the left and right side. You are now ready to print the postage.
3-12
Key in Postage $xx.xx
2007.06.20 Class : None
AD : None Inscrip. : None
SV61991 Rev. A
Page 43
3 • Running Mail

Printing Digital Indicia on Tapes

Printing a Single Tape
1. Push the tape lever to the right and drop tapes down into the slot.
NOTE: The printable side of the tape should be facing towards the control panel display (to the right).
2. Press
Printing Multiple Tapes
NOTE: Ensure the system is congured to print multiple tapes.
Refer to Chapter 7, System Options, Conguring the Tape Button for more information.
If the system is ready to print postage and on the Home screen,
• Press
Please refer to Chapter 4 for available Printing Options.
Tape when ready to print. By default, a single tape will be printed.
simply type in number of tapes you wish to print and press Tape OR
Tape. You will be prompted to enter the tape quantity. Press Start to begin printing tapes.
SV61991 Rev. A
3-13
Page 44
3 • Running Mail

Adding Postage to Correct a Mail Piece

This procedure is used if you have applied the incorrect amount of postage and need to make a correction to ensure that a mail piece has sufficient postage.
1. At the Home screen:
Press Menu and select “Printing Options”.
Select “Postage Correction Mode”.
Key in the postage correction using appropriate decimal places. Please note that your machine may display a range where a
postage amount within a set range cannot be keyed in. For example $0.52 to $3.49 is representative of the current Canada
Post Lettermail rate structure - these values will be adjusted
based on future Canada Post Rate Changes. If a value between $0.52 and $3.49 (the restricted range at time of publication) is entered, the system will indicate that this is an invalid entry and therefore will not print the indicia.
2. Press Enter or choose Accept.
Correct Postage
Enter Postage Amount:
$0.52 ~ $3.49 Invalid
Accept
3. Run the mail piece through the system so the that indicia prints on the upper right hand corner of the back side of the envelope (opposite of where initial indicia is printed). Alternatively, you can use a tape sheet to print the correction indicia and place it to the left of the original indicia (for parcels) or as instructed above for letters.
3-14
SV61991 Rev. A
Page 45
3 • Running Mail

Correcting a Date on a Mail Piece

This procedure is used if you have applied the wrong date to a mail piece and need to make a correction. For example, if you already ran your mail for the day but it was too late for that day's mail pickup, you can apply the next business day's date on the mail pieces so they can be processed correctly by the post office. However, you first need to advance the date on the machine before correcting the date on the mail piece.
NOTE: You cannot change the printed date to a date earlier than the meter's internally held date (in an effort to “backdate” the mail).
1. Press
2. Select “Printing Options”.
3. Select “Date Correction Mode”: A. Select “Advance One Day” to advance date by one day. B. To advance by more than one day select “Specify Days to
4. Run the mail piece through the system so the that indicia prints
5. The display will ask if you want to print more date corrections.
Menu.
Advance” then key in a number (from 1-30) representing the number of days you want to advance the date by. Press Enter or choose Accept to complete.
in the upper right hand corner of the back side of the envelope (opposite of where initial indicia is printed). Alternatively, you can use a tape sheet to print the correction indicia and place it to the left of the original indicia (for parcels) or as instructed above for letters.
Choose Yes to continue or No to exit.
SV61991 Rev. A
3-15
Page 46
3 • Running Mail

Printing a Statement of Mailing or Manifest Payment

This procedure is used when you have multiple parcels to send and want to evidence the postage payment for these shipments through one single digital indicia.
1. At the Home screen:
Press Menu and select “Printing Options”
Scroll to “St.of Mailing/Manifest” and press the
corresponding key to select.
You will be prompted to “Enter Postage Amount”
2. Key in the postage value for the Statement of Mailing or Manifest Payment using appropriate decimal places and press Enter or choose Accept.
3. The system will instruct you to “Insert Envelope or Press Tape” to print the digital indicia.
To print on a tape strip press the Tape button located on the
left side of the control panel.
To print on an envelope simply place the envelope up
against the registration wall of the of the system and slide it to the right until the system grasps it. The system prints the
digital indicia and ejects the envelope.
You will need to submit the printed digital indicia with the
Statement of Mailing or Manifest which your local Canada Post retail outlet can provide.
4. Press Tape to begin printing on a tape strip. The system prints
the digital indicia and ejects the tape. Place the tape on the
Statement of Mailing or Manifest which your local Canada Post retail outlet can provide.
3-16
SV61991 Rev. A
Page 47
3 • Running Mail

Test Print / Zero Dollar Indicia

From time to time you or a Pitney Bowes Service Representative may want to conduct a test print to determine if your DM Series print mechanism is operating correctly. We recommend that you use the Test Print or Zero dollar Indicia so that you do not waste your postage funds. The following procedure outlines how to process a Test Print:
1. At the “Home Screen” using the numeric keypad type in ‘0.00’ and press Enter.
2. The screen will now display “$0.00” in the top right hand corner with three lines on the left and right side. You are now ready to print the indicia.
3. Place envelope in feed deck to print (see section 3-9) or Press the Tape button to print indicia on tape (see section 3-13).

Using Presets

Selecting the Normal Preset

The Normal Preset is the factory default setting which contains
no predetermined mail job settings (e.g., Postage Value, Class, or
Weight). Pressing the Normal Preset key will clear your current mail job
settings and take you back into Seal Only Mode. From here you can begin a new transaction.

Selecting a Custom Preset

1. At the Ready screen on the IntelliLinkTM Control Centre, press the Custom Presets key. The display lists all presets stored.
2. Press the corresponding key of the preset you wish to select. The display then shows the selected custom preset values.
3. Print the envelope as described in Printing Postage on an
Envelope in this chapter, or: Print tapes as described in Printing Postage on Tape Strips (or Sheets) in this chapter.
If you'd like to set up custom preset values or change them, see
Chapter 5.
SV61991 Rev. A
3-17
Page 48
3 • Running Mail

Selecting an Account to Track Postage

You can select an account to track postage if the optional departmental accounting feature is turned on. See Chapter 9, Departmental Accounts, for information on setting up this feature.
1. From Home screen, press the selection key next to Account. The “Select Account” screen displays
Select Account Current: None
¸ None 0
Sales 1 Engineering 2 Marketing 3
(Use Keypad)
2. Press the down arrow key to see more choices (if lit). To select an account:
A. You may either key in the first digit of the account number if
you know it and press Enter, OR
B. Use the appropriate selection key next to the display.
4. If a password has been assigned to this account, you will be prompted to enter one. Key in the four-digit password if necessary.
5. You will return to the Home screen with the name of the account listed.
3-18
SV61991 Rev. A
Page 49
3 • Running Mail

Checking and Clearing the Batch Count

You can view the accumulated postage value and piece count information from the batch register and print this for your records. You can also clear or reset the batch count to zero.

Checking the Batch Count

1. Press Funds.
2. Press the green down arrow key to scroll through the menu and view the Batch Count information. (Batch Count is the last item in the Funds menu list.)
Funds
Batch Value : $ 11.65 Batch Count : 3
Funds Options (Menu)
3. Press
SV61991 Rev. A
Home to return to the Home screen.
3-19
Page 50
3 • Running Mail

Printing a Record of the Batch Count Information

1. Press Funds.
2. Press Menu and select “Print Funds Report”.
3. When prompted either:
Insert an envelope (DM300c): Place the envelope up against the back wall of the system and slide it to the right until the system grasps it.
Automatically feed an envelope (DM400c): Load envelope onto the feeder and press Start.
Press the Tape button.
The Funds Reports is printed (see sample below) and the
envelope/tape strip is ejected.
4. Press Home to return to the Home screen.
SEP 20 06
Used: $065.390 Available: $10333.610 Total Pieces: 6765
Funds
Report
Control Sum: $10399.000
Batch Count: 1 Batch Value: $000.000 PBP Serial Number: 8030397
4: 13P

Clearing the Batch Count

IMPORTANT: Make sure you really want to clear the batch register; once you do, you can't restore the data.
1. Press
2. Press Menu and select “Clear Batch Value”.
3. At the Confirm Clear prompt, select “Yes, Clear Value” to confirm.
4. Press Home to return to the Home screen.
3-20
Funds.
The batch value and batch piece registers return to zero.
SV61991 Rev. A
Page 51

4 • Printing Options

DM300c
DM400c
This chapter explains your printing options for incoming and outgoing mail.
Printing Options ..................................................................4-2
Bypass Printing and Seal the Envelope Only .....................4-3
DM300c Only ...............................................................4-3
DM400c Only ...............................................................4-4
Printing the Date and Time or an Ad on Incoming Mail ......4-4
Setting or Advancing the Date on the Machine ..................4-5
Printing an Envelope Advertisement...................................4-6
Downloading an Envelope Ad Into Your Machine ........4-6
4-1SV61991 Rev. A
Page 52
4 • Printing Options

Printing Options

There are various printing options available when processing mail through the system. You can:
Seal the envelope without printing the digital indicia.
Print the date and time or an advertisement on incoming pieces of mail.
Set or advance the date.
Print/download an envelope advertisement.
Many of these options are available by pressing Menu and selecting “Printing Options” (see below).
Printing Options
No Printing (Seal Only) Set or Advance Date Text-Ad-Date – Time Mode Date Correction Mode Postage Correction Mode St. of Mailing/Manifest
4-2
SV61991 Rev. A
Page 53
4 • Printing Options

Bypass Printing and Seal the Envelope Only

DM300c Only

If using the optional moistener with pre-addressed envelopes, you can set up your mailing system to seal envelopes without printing a digital indicia on them.
1. Press Menu.
2. Select “Printing Options.”
3. Select “No Printing (Seal Only).”
4. Place flap along moistener and move towards the right.
5. Slide the envelope to the right until the system takes hold of it.
The system seals and ejects the
piece.
6. Select “Return to Normal Mode” when finished to return you to the Home screen.

DM400c Only

You can set up your mailing system to seal envelopes without printing a digital indicia on them.
1. Press Menu.
2. Select “Printing Options.”
3. Select “No Printing (Seal Only).”
4. Load unsealed envelopes onto the feeder and press Start.
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4 • Printing Options

Printing the Date and Time or an Ad on Incoming Mail

You can set up your mailing system to print the date and time, or an advertisement on incoming pieces of mail.
1. Press Menu.
2. Select “Printing Options.”
3. Select “Text-Ad-Date-Time Mode.”
When Ready Insert
Envelope or Press Tape
Date-Time : Print Ad : None Return to Normal Mode
Ad-Date-Time screen on Manual Feed System
Date-Time -This option allows you to toggle between “Print” and “Do Not Print.”
Ad - This option provides you to select advertisement to print on the envelope/tape.
4. To manually feed envelopes (DM300c): Place the envelope up against the registration wall of the system and slide it to the right until the system grasps it. The system prints the digital indicia
and ejects the envelope.
To automatically feed envelopes (DM400c): Load envelopes
onto the feeder and press Start. The system automatically feeds
the envelope, printer the digital indicia and ejects the envelope.
To print tapes: Press Tape. Enter the number of tapes and press
Start.
NOTE: Make sure you orient the mail piece so the date and
time prints on a blank section of the mail piece.
5. Select “Return to Normal Mode” when finished to return to the Home screen.
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4 • Printing Options

Setting or Advancing the Date on the Machine

NOTE: You can only advance the date for your mail, you can
never “backdate” mail to a date less than the current date.
1. Press
2. Select “Printing Options”.
3. Select “Set or Advance Date”. The system displays the current
Menu.
date in YYYY.MM.DD format. You may either:
Select “Set to today's date”. You will be returned to the Home screen with the current (today's) date set.
Select “Advance one day” to advance date one day for each pressing of the key.
Select “Specify days to advance” and key in a number (from 1-30) representing the number of days you want to advance the date, then select “Accept”.
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4 • Printing Options

Printing an Envelope Advertisement

1. From Home screen, select “Ad”.
Select AD
Current: None
¸ None 0
Centraide 1 Veuillez ouvrir 2 United Way 3
(Use Keypad)
2. The “Select Ad” screen displays. You may either: A. Key in the Ad number and then press B. Scroll through ads and then select the ad.
3. You return to the Home screen with the name of the ad listed.

Downloading an Envelope Ad Into Your Machine

Ready-made items can be purchased and downloaded directly into your machine. We can also work with you to create custom ads. To order, contact the Pitney Bowes Supply Line™. Refer to the Contact Information List at the from of this guide for more information.
Enter to select the ad.
NOTE: Your machine must be connected to an analog phone line
to perform this download procedure.
Once the advertisement is ordered and available for download:
1. Press
Menu.
2. If necessary, press the green down arrow key to scroll through the menu screens.
3. Select “Data Centre Options”.
4. Select “Check for Updates”. The system automatically dials in to the centre.
5. After connection is made, follow the prompts. The appropriate files are downloaded and you return to the Home screen.
4-6
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5 • Normal and
Custom Presets
DM300c
DM400c
This chapter discusses the Normal and Custom Presets feature available on your machine.
What is a Preset? ...............................................................5-2
Normal Preset / Default Screen ...................................5-2
Custom Presets ...........................................................5-3
Defining Presets ................................................................5-3
Selecting a Preset ..............................................................5-4
Selecting Custom Presets ............................................5-4
Managing Custom Presets .................................................5-4
Viewing a Custom Preset ............................................5-4
Editing a Custom Preset Name ....................................5-5
Overwriting a Custom Preset .......................................5-5
Deleting a Custom Preset ............................................5-6
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5 • Normal and Custom Presets

What is a Preset?

A preset is a setting you can call up at the touch of a key that holds pre-defined settings such as class, manual weight, ad, account number, etc. within your machine.
What's nice is that you don't have to program the settings that go into a preset in the traditional sense. Instead, the system takes a "snapshot" of the current settings on your machine when you define
if the machine is setup to run a mail job. For example, if the machine
is set up to print an ad, and a postage amount already on the screen, this is the condition that will be recorded by the system when you define a Custom preset.
If you need to change the settings of a preset, just change the
machine condition by pressing the appropriate Feature keys and establishing the proper settings (such as No Ad, weight, a specific class, etc.).
The Custom and Preset setting options are available by pressing Menu and selecting "Preset Options".
Preset Options
Create New Custom Preset View Preset Settings Edit Preset Name
Preset Options
Overwrite Preset Delete Presets

Normal Preset / Default Screen

Your system has a "normal" preset which takes you to the default screen. Your system reverts to the Normal Preset when it powers on or wakes up from sleep mode.
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5 • Normal and Custom Presets

Custom Presets

Your system can store 10 custom presets which are accessed by pressing Custom Preset and choosing the desired preset from the menu.

Defining Custom Presets

To define new settings (change the settings) for the Custom Preset:
1. Establish the proper settings on the machine (such as No Ad, manual weight, a specific class, etc.) that you want the preset to contain.
2. Press Menu.
3. Press the green down arrow key to scroll through the menu screens.
4. Select "Preset Options."
If you are defining a Custom Preset:
A. Select "Create New Custom Preset". B. The system will prompt for the name of this preset. Type
in a name for the preset. It can be up to 16 alpha/numeric characters long. When finished, select "Accept".
Preset Name
Enter Name:
Custom 1_
Accept
5. You will be prompted if all current settings are correct. A. If you select "Yes" the new settings are saved and you return
to the preset options screen.
B. If you select "Not Sure, View Settings", the system will
display the preset name and the current settings. Press the down arrow key to see the remainder of the defined settings
NOTE: The values that display will vary, depending upon the settings you have established on the machine.
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5 • Normal and Custom Presets
6. Press
7. Press Home to return to the Home screen.
Enter when done viewing the preset settings: A. If you want to use the preset as is, select "Yes". B. If you do not want to use the preset as is, select "Exit" to
return to the "Preset Options" screen.

Selecting a Preset

Selecting Custom Presets

1. Press Custom Presets.
2. The display lists all presets created on your system. Press the down arrow key to see additional choices (if available).
3. Select the preset you want to use. You return to the Home screen with the preset settings chosen.

Managing Custom Presets

You have the option of viewing, editing the name of, overwriting or deleting a Custom Preset as necessary.

Viewing a Custom Preset

1. Press Menu.
2. If necessary, press the green down arrow key to scroll through the menu screens.
3. Select "Preset Options."
4. Select "View Preset Settings". The display lists all presets.
5. Select the preset you want to view. The first screen of defined settings for the Custom Preset is listed. Press the down arrow key to see the remainder of the defined settings.
6. Press Enter when done viewing the preset settings.
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5 • Normal and Custom Presets

Editing a Custom Preset Name

You may change the name of a preset if you want.
1. Press Menu.
2. If necessary, press the green down arrow key to scroll through the menu screens.
3. Select "Preset Options."
4. Select "Edit Preset Name".
5. The display lists all the Custom Presets. Select the preset you want to edit.
6. The system will prompt for the new name of this preset. Key in the new name for this preset. It can be up to 16 alpha/numeric characters long.
7. When finished, select "Accept". You return to the Preset Options menu.
8. Press Home to return to the Home screen.

Overwriting a Custom Preset

Overwriting a preset allows you to save new settings to an existing Custom Preset.
IMPORTANT: Once you overwrite a preset, its settings are gone. You can't recover an overwritten preset.
1. Establish the proper settings on the machine (such as No Ad, class/ weight, a specific departmental account, etc.) that you want the preset to contain.
2. Press Menu.
3. If necessary, press the green down arrow key to scroll through the menu screens.
4. Select "Preset Options."
5. Press the down arrow key and select "Overwrite Preset". The display lists all presets.
6. Select the preset you want to overwrite.
7. At the "Confirm Current Selections" screen, select "Yes". The preset is overwritten with the new settings. You return to the Preset Options menu.
8. Press Home to return to the Home screen.
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5 • Normal and Custom Presets

Deleting a Custom Preset

Deleting a preset removes all the settings assigned to it and removes it from the Presets Menu.
IMPORTANT: Once you delete a preset, its settings are gone. You can't recover a deleted preset.
1. Press
2. If necessary, press the green down arrow key to scroll through
3. Select "Preset Options."
4. Press the down arrow key and select "Delete Presets". The
5. Select the preset you want to delete.
6. At the "Confirm Delete" screen, select "Yes, Delete". The preset
7. Press Home to return to the Home screen.
Menu.
the menu screens.
display lists all presets.
is deleted. You return to the Preset Options menu.
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6 • Adding Postage/
Connecting to the
Data Centre
DM300c
DM400c
This chapter explains how to add postage to your system using Pitney Bowes' Postage By Phone® service and connecting to the Pitney Bowes Data Centre.
A Word About Adding Postage ...........................................6-2
Connecting Your System to an Analog Phone Line ............6-2
Checking Funds (Postage) Availability in Machine .............6-2
Checking Your Postage By Phone® Account Balance ........6-3
Adding Postage ..................................................................6-4
Printing a Funds Report......................................................6-5
Downloads from the Data Centre to Your Machine ............6-6
Connecting to the Data Centre (other than for Postage) ......6-9
Check for Updates .......................................................6-9
Phone Settings ...........................................................6-10
Distributor Settings .....................................................6-13
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6 • Adding Postage/Connecting to Data Centre

A Word About Adding Postage

Adding postage funds to your system by modem is fast, easy and convenient. Your system must be connected to an analog phone line as described below.

Connecting Your System to an Analog Phone Line

The term analog phone line refers to a RJ11C or RJ11W compatible (single line) telephone wall plug typically used for a residential phone, analog dial-up computer modem or facsimile (fax) machine hookup.
Plug the telephone line (supplied) into the connector on the back of the machine (see figure at right). Remember to use an analog phone line.

Checking Funds (Postage) Availability in Machine

1. Press Funds.
2. View funds used and pieces processed.
Telephone Line plugs in here
Funds
Available : $204.94 Used : $17.06 Total Pieces : 130 Ctl Sum : $222.00
More Options (Menu)
3. Press the down arrow key to view additional information.
Funds
Batch Value : $ 11.65 Batch Count : 3
More Options (Menu)
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6 • Adding Postage/Connecting to Data Centre

Checking Your Postage By Phone® Account Balance

You can check your Postage By Phone® account balance at any time, as long as your system is connected to an analog phone line.
1. Press Refill Postage.
2. Select “Check PBP Balance”.
3. The system dials into the Pitney Bowes Data Centre (this may take a few moments). Various screens displays, letting you know the status of the process.
4. The Prepaid and Other balances displays. Select "Continue" to return to the Funds Options menu.
Requesting
PBP Balance
Please Wait....
PBP Balance
Prepaid : $ xxxxx Other : $ xxxxx
Refill Postage Continue
NOTE: You can elect to rell postage by selecting "Rell
Postage on the PBP Balance screen. Refer to Adding Postage in this chapter for more information.
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6 • Adding Postage/Connecting to Data Centre

Adding Postage

You can add postage to your machine any time you need to, as long as you have enough funds in your Postage By Phone® account and your system is connected to an analog phone line.
1. Press Refill Postage.
You may select “Refill $xx.00” to add the amount shown.
Select “Another Amount”. Key in the amount in whole dollars that you want to add and select “Accept”. Select "Yes" to verify the amount.
Refill Postage
Refill $ xx.00 Another Amount Check PBP Balance
NOTE 1: The minimum amount of postage you can add is $1. NOTE 2: The amount shown in the "Rell $xx.00" selection
line represents the amount of postage you added the last time.
3. The system dials into the Pitney Bowes Data Centre (this may take a few moments). Various screens displays, letting you know the status of the process.
4. The Postage Refill complete screen displays.
Postage Refill Complete
Refilled : $ xxxxx Available : $ xxxxx
Print Receipt Continue
5. If a receipt is desired, select "Print Receipt" and follow the prompts OR simply press Home to return to Home Screen.
6-4
Refill: SEP 20 06 4:13P Refill Amount: $200.00 Funds Available in Meter: $1033.610
Refill
Prepaid: $1600.00
Receipt
Additional Funds Available: $000.000
Account No: 12345678
Meter No.: 8030397
SEP 20 06
4: 13P
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6 • Adding Postage/Connecting to Data Centre

Printing a Funds Report

1. Press Funds.
2. Press Menu and select "Print Funds Report".
3. When prompted either:
Manually feed an envelope (DM300c): Place the envelope up against the back wall of the system and slide it to the right until the system grasps it.
Automatically feed an envelope (DM400c): Load envelope onto the feeder and press Start.
Press the Tape key.
The Funds Reports is printed (see sample below) and the
envelope/tape strip is ejected.
SEP 20 06
Used: $065.390 Available: $10333.610 Total Pieces: 6765
Funds
Report
Control Sum: $10399.000
Batch Count: 1 Batch Value: $000.000 PBP Serial Number: 8030397
4: 13P
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6 • Adding Postage/Connecting to Data Centre

Downloads from the Data Centre to Your Machine

When you connect to the Pitney Bowes Data Centre (using an analog phone line) to add postage or perform other transactions, the Data Centre may perform the following:
Download required software updates to your machine
Download advertisements you ordered
Perform a remote inspection of your machine as required by the Canada Post Corporation
Download Postal Code changes, and new postal rates (as required by the Canada Post)
Generally speaking, downloads are considered either mandatory (you must do them at the time you are prompted to on the screen), or non-mandatory (you may decide to download at a later time). However, even non-mandatory downloads can become mandatory if you wait too long to do the download.
Once a download is finished, you will either be prompted to select “Restart Now” to restart the machine or select “Accept” to return you to the screen that you started from, depending on the type of download performed.
A description of the type of downloads that can occur in your machine are presented on the following pages.
System Update
If there has been a feature enhancement or a minor update to the software that runs your machine, you will be notified that a system update is available.
Ad
If there are new ads available that you ordered, you will be notified that you can perform a download to obtain these.
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6 • Adding Postage/Connecting to Data Centre
Software Update (Mandatory)
If there has been an important update to the software that runs your machine, you will be notified that a required update is necessary.
Postal Code Update (Mandatory)
If the Postal Code on record at the Postage By Phone® Data Centre does not match the Postal Code of your mailing system, the code will be downloaded into your machine. (When a machine is moved to a new Postal Code, the Data Centre enters the new code into the record. The system is updated when a connection is made to the Data Centre.)
NOTE: If you move locations you must notify Pitney Bowes so that the postal code chance can be made.
Postal Inspection (Mandatory)
Each time you add postage to the machine, the Pitney Bowes Data Centre automatically performs a postal inspection as required by Canada Post Corporation. If the interval between inspections is more than 60 days, your machine's display prompts "Inspection Due." If the interval between inspections is more than 90 days, the display prompts "Inspection Required." You won't be able to use your mailing system until your system is inspected.
To satisfy the inspection requirement, simply:
Add postage (see Adding Postage earlier in chapter for procedure) or conduct a Balance Inquiry.
Connect to the Data Centre as described in the Connecting to the Data Centre (other than for postage) later in this chapter.
When an inspection is performed, an "Inspection Complete" screen displays upon completion. The display also notifies you of the date the next inspection is due.
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6 • Adding Postage/Connecting to Data Centre
Postal Rate Update (Mandatory)
Postal rates change periodically by the Canada Post Corporation. If new rates are available, you can download them quickly and easily directly from the Pitney Bowes Data Centre.
The new rates are normally available for download at least 7 days before the effective date. If you connect to the Data Centre prior to the effective date and the new rates are available, you will be required to perform the downloaded. However the new rates will not take effect until the effective date. Once the effective date has been reached (or passed), and you have not downloaded the new rates you are required to download the new rates immediately.
The display tells you when a rate change update is complete. It also tells you if the update is immediate or takes effect at a later date by listing the new date.
NOTE: Canada Post Rate Change downloads are mandatory and therefore if you connect and a rate change download is available you will not be given a "Skip" or "Get Later" option.
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6 • Adding Postage/Connecting to Data Centre

Connecting to the Data Centre (other than for Postage)

You can modify the phone connection settings on your machine, from basic settings (tone or pulse, dial prefix, etc.) to advanced settings such as user ID, password, and server IP address.
CAUTION: Do not change these parameters unless directed to do so by your Pitney Bowes representative.

Check for Updates

Use this feature to connect to the Pitney Bowes Data Centre for software downloads, new updates, etc.
1. Press
2. If necessary, press the green down arrow key to scroll through
3. Select "Data Centre Options".
Menu.
the menu screens.
Main Menu
Preset Options Maintenance Data Centre Options
4. Select "Check for Updates".
Data Centre Options
Check for Updates Phone Settings Distributor Settings
The system automatically dials the centre.
NOTE: Make sure the machine is connected to a phone cord that is attached to an analog phone line (the type your Fax machine uses).
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6 • Adding Postage/Connecting to Data Centre
5. After connection is made, if some type of software or postal update or download is available, a message stating so displays.
A. If a download is not mandatory, you will be prompted with
either “Download Now” or “Skip, Return Home”. Select the one that makes sense to you at that time.
B. If a download is mandatory, only “Download Now" displays
and you must perform the download.
6. After the download has completed, a message stating so displays.
A. If you need to reboot the system, the prompt "Restart Now".
displays. Select this to restart the system.
B. If no rebooting is necessary, simply select "Return Home" to
return to the Home screen.

Phone Settings

This menu option allows you to modify the phone connection settings on your machine (tone or pulse, dial prefix, etc.)
Phone Settings
Dial Type : Dialing Prefix : None
PBP Phone# : xxxxxx....
Blind Dialing :
Done [Enter]
Phone Settings
Modem String : xxxxxx...
Done [Enter]
6-10
Tone
ON/OFF
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6 • Adding Postage/Connecting to Data Centre
Selecting the Dialing Type (Tone/Pulse)
Use this to tell the system whether your have a tone or pulse type phone.
1. Press Menu.
2. If necessary, press the green down arrow key to scroll through the menu screens.
3. Select "Data Centre Options".
4. Select "Phone Settings".
5. Select "Dial Type" to toggle between "Tone" and "Pulse". Select the appropriate option.
Entering the Dialing Prefix
Use this if you need to dial a prefix number (like 9) to get an outside line.
1. Press Menu.
2. If necessary, press the green down arrow key to scroll through the menu screens.
3. Select "Data Centre Options".
4. Select "Phone Settings".
5. Select "Dialing Prefix".
6. Key in the prefix number you want (such as a "9") and select "Accept". You return to the Phone Settings menu.
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6 • Adding Postage/Connecting to Data Centre
Changing the Postage By Phone® (PBP) Number
Use this if you need to change the number for Postage By Phone®, but only if you are directed to by a Pitney Bowes representative.
1. Press Menu.
2. If necessary, press the green down arrow key to scroll through the menu screens.
3. Select "Data Centre Options".
4. Select "Phone Settings".
5. Select "PBP Phone#".
6. A warning that you should only change this number if instructed to by Pitney Bowes displays. Select "Continue".
7. Key in the new phone number and select "Accept". You return to the Phone Settings menu.
Changing Modem Parameters
Use this if you need to change the modem settings used to dial into the Pitney Bowes Data Centre but only if you are directed to by a Pitney Bowes representative.
1. Press Menu.
2. If necessary, press the green down arrow key to scroll through the menu screens.
3. Select "Data Centre Options".
4. Select "Phone Settings".
5. If necessary, press the green down arrow key to scroll through the menu and select "Modem String".
6. A warning that you should only change this number if instructed to by Pitney Bowes displays. Select "Continue".
7. Key in the new modem parameters as given by your Pitney Bowes agent.
To modify the existing parameter, select "Edit Options". You
can then select "Move the Cursor Right" or "Move the Cursor Left" to insert a character within the existing string. Select "OK" when done.
To restore the default settings, select "Restore Defaults".
8. Select "Accept" when done. You return to the Phone Settings menu.
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6 • Adding Postage/Connecting to Data Centre

Distributor Settings

This option allows you to modify the phone connection parameters that your machine uses to call to the Pitney Bowes Data Centre. A brief description of each parameter is provided on the next page.
CAUTION: Do not change these parameters unless directed to do so by your Pitney Bowes representative.
To access the Distributor Settings:
1. Press Menu.
2. If necessary, press the green down arrow key to scroll through the menu screens.
3. Select "Data Centre Options".
4. Select "Distributor Settings".
5. Select the parameter you want to modify from the list appearing in the display. Press the down arrow key if needed to access your choice.
Distributor
Settings
Account ID : xxxxx... Password : xxxxx... Server IP : xxxxx... Server Port : xxxxx...
Distributor
Settings
Primary DNS : xxxxx... Secondary DNS : xxxxx... URL : xxxxx...
Done [Enter]
NOTE: Refer to Distributor Setting Parameter Descriptions in this chapter for an explanation of each of the Distributor Setting parameters.
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6 • Adding Postage/Connecting to Data Centre
6. A warning message displays that reminds you that entering a wrong value may result in errors connecting to the Data Centre. Select "Continue".
7. Key in a new entry for that parameter.
To modify the existing parameter, select "Edit Options". You
can then move the cursor right or left to insert a character. Select "OK" when done.
To restore the default settings, select "Restore Defaults".
8. Select "Accept" when done. You return to the Distributor Settings menu.
9. Press
Distributor Setting Parameter Descriptions
Account and User ID - This is the account number and the user
ANI/LCZ Server IP - This is the internet address of the
Primary DNS Server - This is the internet address of the Pitney
Secondary DNS Server - This is the internet address of the
Enter to return to the Data Centre Options menu.
ID that your system uses to dial into the internet service provider (ISP) that allows you to connect to Pitney Bowes.
Global Password - This is the password your system uses to dial into your Internet Service Provider.
Automatic Number Identification (ANI)/Least Cost Zone (LCZ) server that identifies your system and routes your call to a zone that ensures the lowest cost for the connection.
ANI/LCZ Server Port - The server port number identifies the port number on the ANI/LCZ server to which your system connects on dial-up.
Bowes primary Domain Name Server (DNS). The Domain Name Server converts your system name to its IP address.
Pitney Bowes secondary Domain Name Server (DNS). Distributor URL - The Universal Resource Locator, URL, is the
web page to which your system connects during dial-up.
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7 • System Options

DM300c
DM400c
This chapter presents system options you can setup or modify, such as setting time, date, passwords, warnings, etc.
System Options ..................................................................7-2
Basic Options .....................................................................7-3
Setting the Time, Date, and Timeouts ..........................7-3
Adjusting the Contrast of the Display ...........................7-6
Setting Postage Limits (Funds Warnings) ....................7-7
Enabling, Changing or Disabling Lock Codes
and Passwords ............................................................7-8
Configuring the Tape Button.......................................7-11
Advanced Options ............................................................7-12
Meter Withdrawal (Withdrawing Postage Funds) .......7-12
Running Install Mode .................................................7-13
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7 • System Options

System Options

System options allow you to customize the machine settings for the way you run your mail and add security to those features that are sensitive to your organization. Because of the many options available, the options are categorized into "Basic" and "Advanced".
The basic system options are accessed by pressing Menu and selecting "Setup Options." You can then select your choice from the menu as shown below.
Setup
Time & Timeouts Display Contrast & Language Postage Limits Lock Code/Password
Setup
Turn Feature ON/OFF Configure Tape Button Serial Port
The advanced options are accessed by pressing Menu, then pressing the green down arrow key and selecting "Advanced Features", which displays a menu of options as shown below.
Advanced Features
Meter Withdrawal Run Install Model
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7 • System Options

Basic Options

Setting the Time, Date, and Timeouts

You can change the system time/date, set the time/date to daylight saving time, change the time at which your system advances the date/time to the next day, and set the amount of time your system can remain inactive before reverting to the Normal Preset values.
Setting the Time
Sometimes, the time on the machine may need to be corrected due to internal drift or the change over to Daylight Saving Time.
1. Press Menu.
2. Select "Setup".
3. Select "Time and Timeouts".
4. Select "Correct Time Drift".
Correcting Time Drift
Current Time: 1:38 PM
Enter Time
Earliest time you can set
Accept
:
(11:38 AM - 3:38 PM)
Latest time you can set
NOTE: You can add/subtract up to 120 minutes (2 hours) from
the current time.
5. Key in the new time and select "Accept".
6. Select "Yes". The display returns to Time & Timeouts menu.
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7 • System Options
Setting Auto Date Advance Time
Your system can automatically advances the date evey day at a time you specify. The date advance time is factory set to 12:00 AM. If your mail is picked up at a certain time each day, you can set the system to advance the date after the mail pickup time. You can also turn the Auto Date Advance Time Feature off.
1. Press
2. Select "Setup".
3. Select "Time and Timeouts".
4. Select "Auto Date Advance Time".
5. Select "Switch AM/PM" to toggle between "AM" and "PM".
6. If necessary, press the
7. Type in the time. Example: To enter one o’clock, type 1 - 0 - 0. To
8. Select "Accept". The display returns to Time & Timeouts menu.
Menu.
Auto Date
Advance Time
Enter Time
12 : 00
Switch AM/PM Accept
AM
Clear key to remove the existing time
entry.
enter 12:01 o’clock, type 1 - 2 - 0 - 1. (Don't type the hyphens.)
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7 • System Options
Setting the Normal Preset Timeout
The Normal Preset is a defaulted screen that your machine automatically returns to after a set period of time. You can set the amount of time the display takes before it reverts to the Normal Preset.
1. Press Menu.
2. Select "Setup".
3. Select "Time and Timeouts".
4. Select "Normal Preset Timeout".
Normal Preset
Timeout
Enter Timeout
64
(1-240 minutes)
Accept
5. Key in the amount of minutes (from 1-240) you want the system to wait before returning to the Normal Preset. The default time is 64 minutes.
6. Select "Accept". The display returns to Time & Timeouts menu.
Setting Sleep Mode Timeout
You can set the amount of time the machine waits before entering "Sleep Mode". When the machine is in sleep mode, the display is blank and you can't process mail. You "awaken" the machine by pressing almost any key on the control panel.
NOTE: The Stop and Start keys will not wake the machine.
1. Press
Menu.
2. Select "Setup".
3. Select "Time and Timeouts".
4. Select "Sleep Mode"
5. Key in the amount of minutes (from 1-240) before the system goes into Sleep Mode.
6. Select "Accept". The display returns to Time & Timeouts menu.
SV61991 Rev. A
7-5
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7 • System Options
Setting Daylight Saving Time
1. Press Menu.
2. Select "Setup".
3. Select "Time and Timeouts".
4. If necessary, press the green down arrow key to scroll through the menu screens.
5. Select "Daylight Savings". The display shows the current setting.
Daylight Saving
Current Time: 1:38 PM
Daylight Saving :
6. Select "Daylight Saving" to toggle between:
"Enable" if you want to use Daylight Saving Time, or
"Disable" if you don not want to use Daylight Saving Time.
(This is the default setting.)
7. Press Enter to return to the Time & Timeouts menu.
Enable

Adjusting the Contrast of the Display

1. Press Menu.
2. Select "Setup".
3. Select "Display Contrast".
4. Select "Increase Contrast" or "Decrease Contrast" to change the contrast level as necessary. The default is 6 lines (shown below).
Display Contrast
- l l l l l l +
Increase Contrast Decrease Contrast Accept
5. Select "Accept" to return to Setup menu.
7-6
SV61991 Rev. A
Page 83
7 • System Options

Setting Postage Limits (Funds Warnings)

You can specify values so that when your postage funds drop below a certain level, or if you try to enter too much postage for a piece of mail, the system displays a warning.
Setting the High Value Warning
You can have the system warn you when you manually key in a postage value that is higher than a maximum amount that you specify. This feature prevents you from accidentally printing a postage value that's more than you need.
1. Press Menu.
2. Select "Setup".
3. Select "Postage Limits".
4. Select "High Postage".
High Postage Warning
Enter Amount:
10.00
$
Accept
5. Key in the amount you want, including the digits to the right of the decimal point. You may enter a fractional value like .75 or $1.50. (You cannot set the warning higher than 99.99.)
6. Select "Accept" to return to Setup menu.
Setting the Low Funds Warning
You can set up the system so that when the postage remaining reaches a certain level, the system will remind you to add postage.
1. Press Menu.
2. Select "Setup".
3. Select "Postage Limits".
4. Select "Low Funds".
5. Key in the amount you want (in whole dollars only).
6. Select "Accept" to return to the Setup menu.
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7 • System Options

Enabling, Changing or Disabling Lock Codes and Passwords

Enabling the Lock Code
The Lock Code prevents unauthorized access to your mailing system after the machine has entered sleep mode.
1. Press Menu.
2. Select "Setup".
3. If necessary, press the green down arrow key to scroll through the menu screens.
4. Select "Lock Code/Password".
5 Select "Enable Lock Code".
Change Lock Code
Enter New Lock Code
***_
Accept
6. Enter the new Lock Code and select "Accept".
7. Re-enter the new Lock Code again to confirm and select "Accept".
8. At the "Lock Code Enabled" message, select "OK".
Disabling the Lock Code
You can disable the Lock Code if it has been enabled.
1. Press Menu.
2. Select "Setup".
3. If necessary, press the green down arrow key to scroll through the menu screens.
4. Select "Lock Code/Password".
5. Select "Disable Lock Code".
6. When prompted, enter the current Lock Code and select "Accept".
7-8
SV61991 Rev. A
Page 85
7 • System Options
Changing the Lock Code
You can change the Lock Code if it has been enabled.
1. Press
2. Select "Setup".
3. If necessary, press the green down arrow key to scroll through
4. Select "Lock Code/Password".
5. Select "Change Lock Code".
6. When prompted, enter the current Lock Code and select
7. Enter the new Lock Code, and select "Accept".
8. Re-enter the new Lock Code to confirm and select "Accept". At
Enabling the Supervisor Password
The Supervisor Password prevents unauthorized access to accounting setup.
1. Press Menu.
2. Select "Setup".
3. If necessary, press the green down arrow key to scroll through
4. Select "Lock Code/Password".
5. Select "Enable Password".
Menu.
the menu screens.
"Accept".
the "Lock Code Enabled" message, select "OK".
the menu screens.
Change Password
Enter New Password
***_
Accept
5. Enter the new Supervisor Password and select "Accept".
6. Re-enter the new Supervisor Password to confirm and select "Accept".
7. At the "Password Enabled" message, select "OK".
SV61991 Rev. A
7-9
Page 86
7 • System Options
Disabling the Supervisor Password
You can disable the Supervisor Password if it has been enabled.
1. Press
2. Select "Setup".
3. If necessary, press the green down arrow key to scroll through
4. Select "Lock Code/Password".
5. Select "Disable Password".
6. When prompted, enter the current Supervisor Password and
Changing the Supervisor Password
You can change the Supervisor Password if it has been enabled.
1. Press Menu.
2. Select "Setup".
3. If necessary, press the green down arrow key to scroll through
4. Select "Lock Code/Password".
5. Select "Change Password".
6. When prompted, enter the current Supervisor Password and
7. Enter the new Supervisor Password, and select "Accept".
8. Re-enter the new password to confirm and select "Accept".
9. At the "Password Enabled" message, select "OK".
Menu.
the menu screens.
select "Accept".
the menu screens.
select "Accept".
7-10
SV61991 Rev. A
Page 87
7 • System Options

Configuring the Tape Button

You can specify the action the system takes when the Tape button is pressed.
1. Press
2. Select "Setup".
3. If necessary, press the green down arrow key to scroll through
4. Select "Configure Tape Button".
Once you make your selection, the system returns to the Setup
Menu.
the menu screens.
If you always want to print one tape at a time, select "Always
Print One Tape".
If you want to enter the number of tapes to print, select "Ask
For Tape Quantity".
Menu.
SV61991 Rev. A
7-11
Page 88
7 • System Options

Advanced Options

Advanced options allow you access to features that are used very infrequently such as meter withdrawal, etc. The Advanced Feature menu includes:
Meter Withdrawal (for withdrawing postage funds)
Run Install Mode

Meter Withdrawal (Withdrawing Postage Funds)

For a meter withdrawal, you need to move any remaining postage from your machine to your Postage By Phone® account. Normally this is done if you are no longer going to use the machine.
NOTES:
Contact Pitney Bowes first before withdrawing funds.
The system must be connected to an analog phone line before you begin.
1. Press Menu.
2. If necessary, press the green down arrow key to scroll through the menu screens.
3. Select "Advanced Features".
4. Select "Meter Withdrawal".
5. You will be prompted to "Transfer all funds from meter to PBP account". Select "Continue".
6. The system dials into the Pitney Bowes Data Centre (this may take a few moments). Various screens display, letting you know the status of the process.
7. The Transfer Successful screen displays. Either:
Select "Print Receipt" to print a meter withdrawal receipt.
Follow the prompts to print the receipt on an envelope or tape strip.
Select "Done" to return to the Home screen.
7-12
Used: $065.390 Available: $10333.610 Total Pieces: 6765
Funds
Report
Control Sum: $10399.000
SEP 20 06
4: 13P
Batch Count: 1 Batch Value: $000.000 PBP Serial Number: 8030397
SV61991 Rev. A
Page 89
7 • System Options

Running Install Mode

The Run Install Mode option allows you to clear your system, resetting it to the default settings it was shipped with.
SV61991 Rev. A
7-13
Page 90

8 • Reports

DM300c
DM400c
This chapter explains how to take advantage of the reporting capabilities of your system.
Overview of Reports ...........................................................8-2
Last 5 Refills Report .....................................................8-3
Funds Report ...............................................................8-3
Single Accounts Report ................................................8-3
Multi-Account Summary Report ...................................8-3
Account List Report ......................................................8-4
System Setup Report ...................................................8-4
Error Report .................................................................8-4
Configuration Report ....................................................8-5
Software Version Report ..............................................8-5
Printing a Report.................................................................8-6
Printing to an Attached Printer .....................................8-6
Printing on an Envelope or Tape Strip .........................8-6
8-1SV61991 Rev. A
Page 91
8 • Reports

Overview of Reports

Your system allows you to print reports for funds usage, postage refills, postage tracked by account, and other valuable data. The reports are accessed by pressing Menu and selecting "Reports".
NOTE: Reports may not appear in the same order as below.
Reports
Last 5 Refills Funds Report Accounts
Reports
System Setup Error Configuration
8-2
Reports
Software Version
SV61991 Rev. A
Page 92
8 • Reports

Last 5 Refills Report

This report lists the last 5 postage refills. It must be printed on an envelope or tape strip.
Date of Refill:
DEC 08 06
Time:
4:32P
Refill Amount:
$025.000
Acct No.: 12345678 Meter No.: 0011989 Printed: DEC 12 06
Last 5 Refills

Funds Report

This report lists the postage used, postage available, pieces processed, and other information about your machine usage. It must be printed on an envelope or tape strip.
SEP 20 06
Used: $065.390 Available: $10333.610 Total Pieces: 6765
Funds
Report
Control Sum: $10399.000
Batch Count: 1 Batch Value: $000.000 PBP Serial Number: 0011989
4: 13P

Single Accounts Report

This report provides the postage history for a single account (if the Departmental Accounting feature is set up on your system). It must be printed on an envelope or tape strip.
Account Name: SALES Acct Number: 1 Pieces: 5
Report
Account
Postage: 001.480
0011989
SEP 20 06
4: 13P

Multi-Account Summary Report

This report provides the postage history for multiple accounts (if the Departmental Accounting feature is set up on your system). It can be printed on an envelope or tape strip, or by an attached printer.
Account No.
Accounts
Summary
SV61991 Rev. A
1 2
Pieces
5 4
Postage
001.480
001.480
0011989
SEP 20 06
4: 13P
page 1 of 1
8-3
Page 93
8 • Reports

Account List Report

The Account List Report lists the names and numbers of all accounts that are set up in your machine (if the Departmental Accounting feature is set up on your system). It can be printed on an envelope or tape strip, or by an attached printer.
List
Account
Account No.
1 2
Account Name
SALES
MARKETING
0011989
SEP 20 06
4: 13P
page 1 of 1

System Setup Report

The System Setup Report is an extensive report that gives you comprehensive information about your total mailing machine. The entire report must be printed on an attached printer. It provides information on:
Serial Numbers
Software Versions
Funds and Piece Information
Warning Values
Time Settings
Advertisements
Accounting Set Up
Modem Set Up
Scale Settings
Presets

Error Report

This report provides a history of error codes that your machine has encountered.
8-4
Error
Error Date:
DEC 08 06 NOV 15 06
Report
Time:
4:25P 3:14P
Identifier:
1879
Oaff
Count:
001 000
0011989
SEP 20 06
9:25A
page 1 of 1
SV61991 Rev. A
Page 94
8 • Reports

Configuration Report

This report lists configuration information about your machine and Postage By Phone® account.
PBP Serial #: 0011969 PBP Account: 999999999 PSD Ser. #: 4C46000000007E4C Print Head #: 50000104
Cfg Report
Printer Ser. #: D0 . 07
PCN: 0000 UIC: 510 Rate Data: Rate Effective:
SEP 20 06
4: 13P
SMR 000 P7US002B01 P7US002B04
2005/08/09 2006/01/08

Software Version Report

This report provides system software version information. You may be directed to print this report by a Pitney Bowes agent.
PBP Serial #: 0011969 PCN: 0000 UIC Software Version: 01.02.0042 Print Mgr.: 0118.0004 Low Sector: 01.06.11
Versions
Software
Protected Sector: 01.09.14
Rate Mgr. #: 03.10 Platform: B0.02 PHS: 01.01.0014 Feeder Ver.: Feeder Profile:
SEP 20 06
4: 13P
SV61991 Rev. A
8-5
Page 95
8 • Reports

Printing a Report

The report printing options available to you will depend on the type of report you have selected.

Printing to an Attached Printer

1. Press Menu.
2. Select "Reports".
3. Select the appropriate report from the list. You may need to press the green down arrow key to view additional reports.
4. When prompted, select "Attached Printer".
5. A message will appear indicating the report will be printed to the attached printer. Select "Return to Report Menu" to continue.

Printing on an Envelope or Tape Strip

1. Press Menu.
2. Select "Reports".
3. Select the appropriate report from the list. You may need to press the down arrow key to view additional reports.
NOTE: If it have an attached printer, but want to print on an envelope or tape strip, select "Mailing Machine" when prompted.
Print on a manually fed envelope (DM300c): Place the
envelope up against the back wall of the system and slide it to the right until the system grasps it.
NOTE: If it is a multi-page report, you will be prompted to insert another envelope.
Print on an automatically fed envelope (DM400c): Load envelopes into the feeder and press Start.
Print on a tape strip: Press Tape.
4. You will be prompted to print another report once printing is complete.
Select "Yes" to print an additional report.
Select "No" to return to the Home screen.
8-6
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Page 96
9 • Departmental
Accounting
DM300c
DM400c
This chapter explains how to take advantage of the accounting feature of the system.
Overview of the Accounting Feature...................................9-2
Creating New Accounts ......................................................9-3
Deleting Accounts ...............................................................9-4
Editing Accounts .................................................................9-5
Viewing/Clearing Account Totals ........................................9-6
Clearing All Account Totals .................................................9-7
Turning Account Passwords On (Globally) .........................9-8
Turning Account Passwords Off (Globally) .........................9-9
Turning Accounting On .....................................................9-10
Turning Accounting Off .....................................................9-10
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Page 97
9 • Departmental Accounting

Overview of the Accounting Feature

When using the accounting feature, you can set your system up to track postage costs incurred by individuals or departments in your organization (e.g., Engineering, Sales, A/R, etc.). The number of accounts available on your system is based on the accounting option you have. Your system stores the following information for each account:
A name up to 15 alphanumeric characters long.
An account number (assigned by the system).
The count total. This is the total number of pieces of mail charged to an account since it was last cleared.
The value total. This is the total amount of postage charged to an account since it was last cleared.
An account password
The maintenance of your accounts is done through programs on the Accounts menu (below), accessible by pressing Menu key and selecting "Accounts".
Accounts
Accounts In Use: 0/25
Create New Account Delete Accounts Edit Accounts View/Clear Account Totals
Accounts
Accounts In Use: 0/25
Clear All Account Totals Turn Acct Password ON/OFF Turn Accounting ON/OFF
9-2
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Page 98
9 • Departmental Accounting

Creating New Accounts

You need to create an account before you can use the departmental accounting feature to track postage.
1. Press Menu.
2. Select "Accounts".
Number of Accounts Created
Accounts
Accounts In Use: 0/25
Create New Account Delete Accounts Edit Accounts View/Clear Account Totals
NOTE: If the supervisor password is enabled, you will need to enter it to gain access to all of the accounting functions.
3. Select "Create New Account". NOTE: If no accounts are present on the system, you will be
notied that you need to have at least one account in order to
use accounting. Select "Create an Account" to continue.
4. Type in a name for the account. It can be up to 15 alpha/numeric
characters long. Select "Accept" to continue.
5. The New Account Created screen appears.
A. Select "Name" to edit the account name. Select "Accept" to
return to the New Account created screen.
B. If the supervisor and account passwords are enabled, you
will have the option of adding an account password. Select "Add Acct Password" and enter the 4-digit password. Select "Accept" to return to the New Account Created screen.
C. Select "Number" if you would like to change the number
assigned to the account. Select a number from the list.
D. Select "Done" to return to the Accounts screen.
Number of Accounts Available
SV61992 Rév. A
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Page 99
9 • Departmental Accounting

Deleting Accounts

You can delete an account from the system if necessary.
CAUTION: Make sure your really want to delete an account. Once you do, the account cannot be retrieved.
1. Press
Menu.
2. Select "Accounts". NOTE: If the supervisor password is enabled, you will need to
enter it to gain access to all of the accounting functions.
3. Select "Delete Accounts".
4. Select an account to delete:
Select Account
To Delete
SALES 1 MARKETING 2 ENGINEERING 3 SERVICE 4
(Use Keypad)
Key in the account number and press Enter, OR
Select the appropriate account from the list. If necessary, press the green down arrow key to scroll through the menu screens.
5. The Confirm Delete screen displays. Select "Yes, Delete" to delete the account.
If the deleted account was the last account on the system
you will be prompted to "Create New Accounts" or "Turn Accounting OFF". Select the appropriate option and follow the prompts to continue.
If the deleted account was not the last account on the
system you will be asked if you want to delete another account. Select "Yes" to return to the Select Account screen (step 5). Select "No" to return to the Accounts screen.
9-4
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Page 100
9 • Departmental Accounting

Editing Accounts

You can edit an account name and establish passwords for each account if you wish.
1. Press Menu.
2. Select "Accounts". NOTE: If the supervisor password is enabled, you will need to
enter it to gain access to all of the accounting functions.
3. Select "Edit Accounts".
4. Select an account to edit:
Select Account
To Edit
SALES 1 MARKETING 2 ENGINEERING 3 SERVICE 4
(Use Keypad)
Key in the account number and press
Enter, OR
Select the appropriate account from the list. If necessary, press the green down arrow key to scroll through the menu screens.
5. The Edit Account screen appears. A. Select "Name" if you would like to edit the account name.
Select "Accept" to return to the Edit Account screen.
B. If the supervisor and account passwords are enabled,
you will have the option of editing the account password. Select "Password" and enter the four-digit password. Select "Accept" to return to the Edit Account screen.
C. Select "Number" if you would like to change the number
assigned to the account. Select a number from the list.
D. Select "Done" to return to the Accounts screen.
SV61992 Rév. A
9-5
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