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Pitney Bowes DM575 User's Manual

1. Dimensions and Weigh DM525 DM575 Size in w o Stacker 35L x 15H x 19W Size mm w o Stacker 889L x 381H x 483W Weight Ibs 64 66 Weight kgs 29 30 Size in with Optional WOW 20L x 9 75H x 19 5W Weight lbs with Optional WOW 33 5 Weight kgs with Optional WOW 15 2 Electrical and Operating Conditions Electrical DM525 DM575 Electrical Power Requirements 120 240 VAC 1 Hz Power Consumption 145W Operating Conditions Temperature Range F C Min 40 04 Max 100 43 Relative Humidity Min 8 Max 95 12 2 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Capacities and Features DM525 DM575 Feeder Type Feeder Deck Capacity Automatic with deskew 4 inches 102 mm for a stack of mail Side Guide Yes Storage Fluid in Storage Tank Enough to seal approximately 3000 pieces of mail min in WOW mode with Optional WOW module Throughput Speed Up to 150 Up to 175 10 Envelopes min Throughput Speed 10 Envelopes Up to 65 Up to 95 Throughput Speed Tape min for longest meter stamp 14 Sealing Method Sealing with flap closed EZ Seal Fluid Sensing Warning method for low fluid level of E Z Seal Stacker Type Drop Stacker Ink Capacity Up to 9 300 impressions without an advertisement Up to 4500 impressions with an advertisem
2. Please connect to the Postage By Phone Data Center to continue your operations e Follow the prompts on your Control Center or perform a Balance Inquiry to make a successful connection After a successful connection your screen will indicate Data Center Contact Complete To improve overall productivity Pitney Bowes recommends that you estab lish a constant connection where a LAN connection or phone line is con nected to your Control Center direct or wireless or you use an approved alternative connection See the Connection Alternatives Review section of this guide for more details 6 2 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Connection Alternatives Review USPS Rekey Requirements You can connect your mailing system to the Pitney Bowes network using one of four methods e Constant High Speed Connection using your organization s Local Area Network and approved connection device e Direct Analog Connection requiring a direct constant connection The phone line comes out of the wall and plugs in directly to the back of the Control Center e Shared Analog Connection the phone line comes out of the wall but may be used for a fax machine The phone line is either detached from the fax machine and used for the Pitney Bowes connection or a splitter is installed to facilitate a connection to this shared line e Wireless Analog Connection u
3. Envelope Feeding Problems Description Possible Causes Solution Envelope s getting jammed continued You are using envelopes that have dimensions that are outside the acceptable range continued To clear a jam from the transport deck 1 Pull out on the transport release knob 2 Remove the envelope 3 If the jam occurred before the system applied postage to the envelope the sys tem will now print the postage on a tape 4 Apply the postage tape to the envelope 5 Push the transport deck back up until it snaps into position 6 Make sure the transport deck is level with the feed deck 7 Runa test pattern to make sure the print head isn t damaged Refer to the Printing a Test Pattern section in Chapter 9 in this guide Transport Deck Transport Release Knob SV62201 Rev C 10 Troubleshooting Tape Feeding Problems Description Possible Causes Solution Tape jamming in the feeder Adhesive is left on the leading edge of the new tap roll or the leading edge of the tape is rolled or folded under the tape roller Lift the feed cover 2 Select Unload Tape from the screen The system backs the tape out of the tape slot NOTE If the system fails to back the tape out of the slot gently pull the tape out of the slot 3 Cut off the portion of the tape that is rolled over or crimped Make sure the leading edge of the tape is complet
4. If you are going to scan multiple fields you will need to create barcodes that contain a 1 or 2 digit prefix This prefix identifies the field you are scan ning You may use this if you are transferring accounts from a different accounting system like the Paragon or from a set of pre printed barcode labels that have a prefix as part of the barcode You can then scan these barcodes when the Main screen displays IntelliLink Control Center To set the prefix value OVP ONS Press the Menu key on the control center then select Set Up Press the down arrow key and then select Barcode Scanner At the Barcode Scanner Setup menu select Barcode Prefixes Select the Prefix Size and then select 1 or 2 whichever is appropriate Select the appropriate barcode prefix option according to the table here If your accounting system is And the barcode contains Select this barcode prefix option Business Manager a prefix and Account Name Account Name Prefix a prefix and Account Code Account Code Prefix a prefix and Job ID 1 a prefix and Job ID 2 Job ID 1 Prefix Job ID 2 Prefix INVIEW or Budget Manager a prefix and Account Name Account Name Prefix a prefix and Speed Code a prefix and Job ID 1 Speed Code Prefix Job ID 1 Prefix a prefix and Job ID 2 Job ID 2 Prefix 6 When you select the barcode prefix the default value for that option appears on th
5. If you have a barcode scanner attached to your mailing system you can configure it to scan account names account codes Business Manager only speed codes INVIEWTM Budget Manager only Custom and Normal Presets Job IDs or ZIP Codes if you are in the INVIEW Budget Manager or Business Manager accounting systems NOTE You can use a barcode scanner to scan in barcodes for USPS Special Services regardless of the accounting system you are using USPS Special Ser vices do not require any set up operations here Refer to the appropriate topic in this section If you are using an accounting system on your mailing system you can set the default scan type so that your system recognizes your particular accounting application when it scans the barcode Refer to Setting the Default Scan Type If you are attempting to scan barcodes that were defined for other accounting systems and those accounts contain a prefix you can set up your system to recognize that prefix when it scans in the barcode Refer to Adding Barcode Prefixes If you need to combine multiple barcode scans into a single barcode refer to Combining Barcodes If you want your system to require an operator to press the Enter key to accept each barcode value after it is scanned and displayed on the IntelliLink Control Center screen refer to Setting Auto Enter 5 Mailing System Setup Setting the Default Scan Type 5 32 If you are using an acc
6. SV62201 Rev C Scale Rates BMC Intra ZIP Scale Rates Add ZIPs to Zone 0 Scale Rates Discount Code SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Use this option to edit a group of predefined zip code ranges or create a new group of ZIP Codes within a Bulk Mailing Center BMC 1 Press the Menu key on the control center and select Set Up Press the down arrow key and select Scale Rates 2 Select BMC Intra ZIP 3 To create a new group select Create new group and enter the new beginning and ending ZIP Code You only need to enter the first three digits of the beginning and ending ZIP Code 4 To edit an existing group press the corresponding screen key for that group You are prompted to enter a new beginning and ending ZIP Code You only need to enter the first three digits of the beginning and ending ZIP Code This feature may be offered as a standard or optional feature and is not available on all Pitney Bowes solutions Please contact your local account representative to determine if this option is accessible on your system Use this option to take advantage of local zone rates for one or more ZIP codes When you select this option you can add a new ZIP Code to the zone 0 rate delete all ZIP Codes from the zone 0 rate or edit an existing ZIP Code in the zone 0 rate 1 Press the Menu key on the control center and select Set Up Press the down arrow key and select Scale Ra
7. Selecting a Smart Class in Chapter 4 of the operator guide for your mailing system Setting Up a Smart Class with an Auto Inscription 1 Press the Menu key 2 Select Set Up and press the down arrow key 3 Select Auto Ad Inscription Setup to toggle printing e On means the ad and or inscription will print when a Smart Class is used e Off means the ad and or inscription will not print when a Smart Class is used 4 Follow the prompts to save your changes 5 14 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Scale Rates Auto Rate Large Envelope SV62201 Rev C Modifying a Smart Class with an Auto Inscription 1 2 3 CON amp OV Press the Menu key Select Set Up then press the down arrow and select Scales Rates Press the down arrow depending on your system you may have to press it twice and select Smart Classes Select View Select the Smart Class you wish to edit Select View Detail Select Modify Auto Ad Inscription The Select Auto Ad Inscriptions screen appears To add an ad select Ads Messages Scroll through the menu screens and select the appropriate option To add an inscription select Inscriptions Scroll through the menu screens and select the appropriate option Press Enter when done Use this option to automatically post large envelopes using the Flat cate gory when using Shape Based Rating 1 2 3 Press the M
8. Messages Custom messages can be saved in the memory of the system and recalled whenever appropriate to print In the Control Center this feature is shown as Text Entries IMPORTANT You should be familiar with the USPS regulations and standards relating to custom message printing and envelope usage for guidance concern ing appropriate content format and other usage considerations Sample ACME Corporation Finance Department Bldg 3 Floor 4 201 Aberdeen Parkway Charlotte NC 28255 Specifications e Print up to five lines of information e Print a maximum of 20 characters per line including spaces e Fixed font Lucida Console 10 Point e UPPER CASE and lower case available e Special characters available as outlined on the keypad e Save up to five custom messages in memory e Custom messages can be saved in the Normal or Custom Presets e Uses full QWERTY keypad standard on all DM Series mailing sys tems e Custom messages always print to the left of the postage and left of any advertisements and inscriptions e Operating speed is reduced slightly to accommodate printing operation The Custom Messaging capability of your DM Series mailing system has several applications Use it for all outgoing mail that does not have a pre printed custom message such as Business Reply Mail Even if you use a pre printed custom message on outgoing mail this capability can be used to define a department or secti
9. Never connect telephone wiring during a lightning storm Disconnect the meter 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 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 swim ming pool Never touch non insulated telephone wires or terminals unless the tele phone line has been disconnected at the network interface Use caution when installing or modifying telephone lines Do not use the telephone or equipment connected to the telephone line in the vicinity of a gas leak Do not connect your postage meter Postal Security Device to a digital phone line The device s built in modem is designed to work with an analog phone line only Your fax machine is usually connected to an analog phone line If you do not know if your line is digital call your phone provider for verification Disconnect the telephone cord from the wall before removing the IntelliLink Control Center CAUTION To reduce the risk of fire use only the 26 AWG telecommunication line cord either supplied with the machine or supplied separately SV62201 Rev C Te Read This First Important Information About Powering Your DM Series Digital Mailing System Off Y
10. the Class special services When you select a class or carrier only those options 3 available for that selection display in the main screen Carrier Special NOTE When selecting a class carrier e e If your system has been set up to retain the class on each piece of mail Services or weighed then the class that appears in the main screen will be the one you Options selected last e If you turn off and then turn on the power to your system or if your system has been set up to clear the class on each piece of mail weighed it will clear the class In this case you need to select a new class e Ifyou place a piece of mail on the scale or enter a weight manually the sys tem automatically prompts you to select a new class if the new weight requires a different class Press the Class key A list of available classes appears in the screen Select the class and press Enter 3 Ifa ZIP Code or Zone is required you are prompted to enter it Press Enter to accept it For more information refer to Selecting ZIP Codes and Zones in this section 4 Ifa country is required you are prompted to select it Press Enter to accept For more information refer to Selecting a Country in this sec tion 5 If special services are available with the class you select they are dis played 6 Even if you do not want any special services press the Enter key to confirm the class 7 Press the Tape key to print a postage tape To apply postag
11. 082133393 Software Version 15 01 01 USPS Article Number Destination Postage Special Special Other Total Customer Reference Zip Code Service Service Fees Charge Type Fee 9171082133393111643017 24560 0 37 C 2 30 DDDDDGGGGG1245 RR 1 30 3 97 9171082133393111643024 14569 0 37 C 2 30 0 12 00000CVG124565 RR 1 30 4 09 9171082133393111643031 42569 0 37 C 2 30 0000CV02462208 RR 1 30 3 97 9171082133393111643048 76490 0 37 C 2 30 0000CV02462209 RR 1 30 3 97 9171082133393111643055 07654 0 37 C 2 30 0 12 DDDDDGGGGG1246 RR 1 30 4 09 9171082133393111643062 56470 0 37 C 2 30 0000CV04491460 RR 1 30 3 97 9171082133393111643079 12564 0 37 C 2 30 00000CVG124566 RR 1 30 3 97 9171082133393111643086 76542 0 37 C 2 30 00000CVG124567 RR 1 30 3 97 9114082133393000155138 65746 0 37 DC 0 13 0 50 9134082133393000494330 12564 0 37 SC 1 30 1 67 Page Totals 10 3 70 30 23 0 24 34 17 Cumulative Totals 10 3 70 30 23 0 24 34 17 Postal Service Certification Total Number of Pieces Received Signature of Receiving Employee Round Stamp USPS Form 3877 Facsimile Date MM DD YYYY Page I of 1 Installed Pending Rates Report This report displays only on the screen Use the up and down arrow keys to 8 12 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Last Rates Downloaded Report View Download Log Report
12. 1 Read This First Contents Vial SAN TUS GUNG EC 1 2 Other Information eieiei EE e e 1 2 What You Need to KNOW EE 1 3 Safety FIOQUIFCNICING ges ann 1 3 Important Information About Powering Your DM Series Digital Mailing SEN E 1 6 Te Read This First What s in this Guide Other Information Chapter 1 Read this First contains important information about USPS requirements and equipment and telephone safety precautions Chapter 2 Meet the DM525 and DM575 Digital Mailing System gives an overview of the mailing system and the location of each control and machine feature Please read this section carefully It provides a foun dation for the instructions in later sections of this book Chapter 3 Mail in a Minute explains the basics of running mail on your system By following these instructions you will be able to run mail quickly Chapter 4 Running Mail explains how to run mail in the different mail modes as well as when to use the various options Chapter 5 Mailing System Setup provides step by step instructions for customizing your mailing system to suit your needs Chapter 6 Adding Postage explains how to add postage funds to your postage meter Postal Security Device using the Pitney Bowes Postage By Phone Meter Payment system Chapter 7 INVIEW Accounting explains how to use the INVIEW accounting feature to track postage Chapter 8 Reports explains the different types of reports a
13. Select Network Settings The Network Set Up screen appears and displays the following options e Distributor Parameters e Mailing System Network Settings 3 If you select Distributor Parameters the system displays the following connection parameters e Global Account amp User Id e Global Password e ANI LCZ Server IP e ANI LCZ Server Port e Primary DNS Server e Secondary DNS Server e Distributor URL e Backup Data Center URL 4 If you select Mailing System Network Settings the system displays the following options e Get IP Address IP Address e Subnet Mask e Default Gateway e MAC Address you cannot modify this 5 Select the parameter you want to edit and make the changes 6 Press Enter when complete SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Phone Network Set Up Remote PC Refill Configuring High Low Funds Warning Setting the High Value Warning for Key In Postage Configuring Low Ink Warning SV62201 Rev C This option is available only on systems that have the optional Remote Refill feature installed Use this option to turn the Remote PC Refill feature on or off NOTE Once you select this option the system will restart 1 Press the Menu key on the control center Select Set Up from the main screen then select Phone Network Set Up 2 If necessary press the down arrow key and select Remote PC Refill to toggle this option on or off The maili
14. USPS inspection due 6 2 when changing the printhead 9 11 when using WOW 4 11 4 12 Weigh First Piece using 4 12 Weighing mail using Weigh First Piece 4 12 using WEIGH ON THE WAY 4 11 4 12 Weighing problems 10 11 WEIGH ON THE WAY using 4 11 4 12 WEIGH ON THE WAY Module 2 6 Weight on the main screen 2 14 Weight breaks turning on off 7 8 Wick cleaning and replacing 9 7 Wiper blade ordering a replacement 11 2 Z ZIP Code setting system to prompt for 5 10 Zone entering 4 19 setting system to prompt for 5 10 Index S Pitney Bowes 1 Elmcroft Road Stamford Connecticut 06926 0700 www pb com For Service or Supplies PB Form SV62201 Rev C 6 09 2009 Pitney Bowes Inc All Rights Reserved Printed in the USA or Canada D V REV sv62201 c
15. e Total of funds used for each level of accounts e The grand total of pieces of mail e The grand total of the funds used SV62201 Rev C 8 5 8 Reports Last Five Refills Report The Last Five Refills Report lists the last five refills for any enabled account and prints the information on a single envelope or strip of tape The refills are displayed in chronological order Screen Display Last 5 Refills Report Date Time Amount lt Date gt lt Time gt lt Refill Amount gt lt Date gt lt Time gt lt Refill Amount gt lt Date gt lt Time gt lt Refill Amount gt lt Date gt lt Time gt lt Refill Amount gt PbP Account lt Account gt Printed Report The Refill Statement provides the following information Date of Refill Time of Refill Refill Amount Amount of the last five refills for this particular account Account No Postage By Phone Meter Payment System account number Meter Stamp Serial Number identifies the meter which printed the report Date Printed Page number of report 8 6 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide USPS Confirmation Services Report System Printer Required The Confirmation Services Report provides details for Confirmation Ser vices pieces processed and uploaded via IntelliLink amp Control Center It prints the information on an envelope or strip of tape When you select Confirmatio
16. in 1 minute increments The default timeout is 5 minutes The display turns on again when you press any key on the control center or if you place mail in the feeder or on the scale either integrated or attached external scale Press the Menu key and select Set Up Select Basic Settings and then Timeouts Select Display Sleep Enter the number of minutes 1 30 using the numeric keyboard Press the Enter key AP ONS Use this option to specify how long the system remains inactive before it goes into sleep You can set this timeout for 40 240 minutes in 1 minute increments The default timeout is 10 minutes The system goes into display sleep before it goes into system sleep The system wakes up again when you press any key on the control center or if you place mail in the feeder or on the scale either integrated or attached external scale 1 Press the Menu key and select Set Up 2 Select Basic Settings and then Timeouts 3 Select System Sleep 4 Enter the number of minutes 40 240 minutes using the numeric key pad 5 Press the Enter key SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Timeouts The normal preset timer option allows you to specify how much time you Normal Preset want to allow the system to remain idle before it returns to the Normal Pre Timer set settings refer to Define Preset section in this chapter for more informa tion on Normal Presets Y
17. otherwise go to step 7 Place the piece of mail on the feed deck Press the Start key SV62201 Rev C 4 13 d Running Mail Mode Selection Attached Scale Mode Selection Use this option If the AutoScale feature is set to Off see Set Up Scales Rates AutoScale in Chapter 5 in this guide 1 2 3 5 6 7 Press the Mode key Select Attached Scale The Attached Scale Mode screen appears Place the piece of mail on the scale CAUTION Make sure you center the mail on the scale and check to be sure it is not touching any other surface or object If the class displayed in this screen is incorrect press the Class key and select the class For more information refer to Selecting the Class Carrier Special Services or Options in this chapter If this is a package press the Tape key otherwise go to step 6 Place the piece of mail on the feed deck Press the Start key Seal Only Mode allows you to seal envelopes without applying postage If Seal Only you are running INVIEW Accounting and you select Seal Only Mode you will be prompted to select an account to track the pieces against When you view or print an accounting report Seal Only will appear in the Class column if the pieces were processed in Seal Only mode 1 Press the Mode key 2 Select Seal Menu No Printing and select the appropriate option 3 Select the Reset Counter option if you want to clear the number of
18. you can change it as long as you have not sent the records to Pitney Bowes Follow the instructions here for Editing Deleting or Sending Confirmation Services Records USPS Confirmation Services are available when you are in the Attached Scale mode or Manual Weight Entry mode Refer to Selecting the Post age Mode and Running the Mail in this chapter for more information The following procedure is based on using a Priority class and the E Del Con service Your procedure may vary slightly depending on your class and service Poh Oo ON 10 11 Place the piece of mail or package on the scale Press the Class key Select the class for example Priority Select the service for example E Del Con As soon as you select the service a check mark appears in front of it Press the Enter key At this point you are prompted to enter the 5 digit destination ZIP Code Use the numeric keyboard to enter the code Press the Enter key and the Barcode screen appears If this is the first time you are entering a confirmation service the screen is blank and you need to enter the entire barcode value If you have a barcode scanner you can scan in the number a If you have used the confirmation service before the next barcode value in the series of barcode labels appears minus the last digit b If you have used all of the labels in a series of barcode labels make sure you start with the top label with the lowest l
19. 1 Press the Menu key 2 Select Set Up then select Basic Settings 3 Select Operators If operators have been enabled the Enter Supervisor Password screen appears At this point you must enter a supervisor password to con tinue with the operation or log off the system 4 Select Auto Log Off e If the feature was not previously enabled selecting Auto Log Off enables it and On appears next to the Auto Log Off selection e If the feature was previously enabled selecting Auto Log Off dis ables it and Off appears next to the Auto Log Off selection 5 Press the left arrow key to return to the Main screen SV62201 Rev C Ze INVIEW Accounting Deleting Operators Viewing and If there is transaction data associated with an operator and you delete the operator the system does not remove the operator from the system until the end of the fiscal year Instead the operator becomes inactive and will not be able to log on to the system At the end of your fiscal year you will receive a prompt indicating that the last reporting period has ended At that time you must select the inactive operator s you want to permanently delete and redefine the yearly fiscal period If there is no information connected to the operator the system will remove the operator from the system at the time you delete it This operation requires that you have supervisor priviledges 1 Press the Menu key 2 Select Set Up then select Basic Sett
20. 10 Troubleshooting How to Troubleshoot your Mailing System Ink Waste Full Tray Warning This chapter contains a list of problems you may encounter while using your DM Series System Review the problems and if you are unable to find a solution call the Help Desk or you can schedule a request for service at our web site Refer to the Pitney Bowes Contact Information List at the front of this guide for the phone number of the Help Desk and the web site addresses The Ink Waste Tray Full Warning appears when you power up or exit sleep mode on the mailing system It indicates that the ink waste tray is approaching maximum capacity Contact your customer service represen tative to schedule replacement of the ink waste tray WARNING Failure to replace full inkwaste tray will result in ink leakage causing system damage INK WASTE TRAY FULL WARNING Ink Waste Tray is near full Ink leakage may occur Please contact service Error Waste Tray Full Call Srvc Select OK to return to the main screen While you can continue to process mail the Waste Tray Wrng Call Servc message will appear in the main status area of the main screen until the ink waste tray is replaced The ink waste tray must replaced to prevent system damage The Ink Waste Tray Full Alert indicates that the ink waste tray has reached maximum capacity and must be replaced If the Ink Wast Tray Full Alert appears and you have not already done
21. 3 Select Operators If operators have been enabled the Enter Supervisor Password screen appears At this point you must enter a supervisor password to con tinue with the operation or log off the system 4 Select Create Operators 5 Type in the operator name and press Enter 6 Type in the operator password and press Enter The Operator Informa tion screen appears e Select Name to edit the operator name Type in your changes and press Enter e Select Status to toggle the operator active or inactive e Select Password to assign an operator password Type in the oper ator password and press Enter NOTE You can create an operator password if operator passwords are disabled However the password cannot be used until you enable oper ator passwords See Enabling Operator Passwords in this section e Select Report Printing to toggle between enabling and disabling report printing capabilities for the operator e Select Access Level to toggle between operator and supervisor access privileges 7 Press Enter to save your changes 8 Press the left arrow key to return to the Main screen You can set up your system so that operators are automatically logged out of INVIEW Accounting after a certain period of inactivity The period of inactivity is defined by the Display Sleep timeout value For more informa tion on the Display Sleep timeout refer to the System Setup chapter in your DM Series Digital Mailing System operator guide
22. 4 14 4 15 4 19 Presets custom presets 5 24 5 26 normal preset 5 23 Priming the moistener 9 5 Printer adding optional attached 5 30 attached external 8 2 cleaning the printer nozzle 9 8 location of USB connector 5 30 maintenance 9 7 printing a test pattern 9 8 Printhead location 2 11 ordering a replacement 11 2 replacing 9 11 Printhead carriage location 2 11 Printing transaction receipts 7 22 Printing postage on envelopes 3 3 on tapes 3 4 Q Quick Profile Report 7 31 R Rates adding ZIPs to zero zone 5 11 how to select for your scale 5 7 setting up discount codes 5 11 Reduced speed mode how when to use 4 8 Report Print Queue 8 3 Reports account list 8 7 8 8 custom 7 27 data capture 8 12 data capture non US only 8 12 error 8 10 funds 8 8 installed or pending rates 8 12 job 8 11 last 5 refills 8 6 last rates downloaded 8 13 multi account summary 8 4 operator list 7 33 quick profile 7 31 single account 8 3 system setup 8 9 USPS confirmation services 8 7 weight break carrier class 7 29 Reports key description and location 2 12 S Safety requirements 1 3 Safety requirements for power stackers 1 5 Scales password protecting setup 5 6 procedures for setting up 5 7 setting up ZIP code prompt 5 10 setting up Zone prompt 5 10 weighing problems 10 11 Screen keys description 2 12 Seal key when running mail 4 8 Seal Only mode using with INVIEW accounting 7 17 Seal only mode how to use 4 15 Shape Based Ra
23. Account Engineering Subaccount Software Subsubaccount Software Design Account Engineering Subaccount Industrial Design Subsubaccount Graphics and Layout Account Engineering Subaccount Industrial Design Subsubaccount User Friendly Testing SV62201 Rev C 7 13 Ze INVIEW Accounting Creating an Account Creating an Subaccount or Subsubaccount Follow the steps below to create an account 1 2 Press the Accounts key Press the right arrow key to enter the Set Up Accounts screen NOTE If this is the first account on the system skip to step 3 Select Create Account Select Create a New Account The system prompts you to enter an account name NOTE When naming your accounts the total number of characters you can use for the name is 74 This means that if you intend to add sub and subsub accounts to this top level account name the sum of the characters for all three accounts levels cannot be greater than 74 Type in the name using the keyboard or numeric keypad and press Enter The Account Information screen appears Select the appropriate option and follow the prompts e Name Select this option to edit the name of an account e Speed Code A speed code is a number that uniquely identifies an account You can use it as a short cut to identify accounts with long names As soon as you enter the name of your account the system automatically assigns a speed code to your accou
24. Do not push the tank all the way back into the machine yet b Wait about 5 minutes and then check the level of E Z Seal Sealing solution again as described in step 12 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide c If the tank is still not filled to the correct level remove the moist ener tank and drain it over the front of the machine then replace the tank and check the level again after 5 min utes 14 Once you verify that the moistener tank is filled to the correct level with E Z Seal Solution gently push the tank all the way back to its original position Replace the moist ener brush assembly by pushing it back on its track until it snaps into position Check to make sure that the flap blade of the moistener brush assembly is under and not over the stripper finger as shown here 15 Verify that the moist ener brush assembly is perfectly level with Stripper lap Feed Moistener Brush the feed deck finger Blade deck Assembly 16 Close the feed cover 17 Printer The printer components consisting of the printer nozzle ink cartridge and Maintenance printhead require minimum maintenance to ensure clean clear meter imprints on your mail If the print quality deteriorates and you cannot improve it with the proce dures in this chapter contact the Pitney Bowes Help Desk Refer to the Pitney Bowes Contact Information List at the front of this gui
25. INVIEW Accounting Setting the Accounting Period The following is a list of all the account setup procedures For details on each procedure refer to the section number listed here Setting Up the Mailng System for INVIEW Accounting Setting Up Operators Working with Accounts Running Mail Transaction Options 000000 Reporting This section contains the basic setup instructions necessary to run INVIEWTM Accounting on your mailing system Depending on your requirements you may need to follow all or only some of the setup procedures listed here e Setting the Accounting Period e Setting Up a Global Surcharge or Discount e Selecting an Accounting Type e Setting the INVIEW Accounting Owner e Turning INVIEW Account Passwords On or Off e Turning Weight Breaks On or Off e Setting a Station ID e Selecting Job ID Requirements e Reporting Options e Clearing Account Data When you enter the start date for the fiscal year the system automatically determines the end date For example if January 1 2008 is the beginning of your fiscal year the system sets the end date as December 31 2008 Once the fiscal year is set you will need to select the number of accounting periods You can select one of the predefined accounting periods none annual twice yearly quarterly and monthly or you can define up to two custom account periods Follow the
26. NOTE You must first purchase a new feature and graphic before downloading it remotely Ensure your system is connected to a LAN or phone line as you do when refilling postage To initiate this process simply follow the steps to Get Update Now Peo gt Press the Menu key Select Set Up then scroll down and select Updates and Add Ons Select Check for Updates The Requesting Update screen appears Once the system has connected with Pitney Bowes the Software Update Available screen appears Select Get Update Now NOTE You have 15 seconds to select this option If you do not select the option within 15 seconds the system will proceed with download process When the download process is complete the system will return to the Main screen Advertisements and incriptions are added to the memory of your system and will be listed on the display under Meter Stamp Options New features and feature upgrades will be resident in the soft ware capabilities of your system and can be selected from appropriate menus SV62201 Rev C 9 Maintaining and Updating 9 20 SV62201 Rev C SV62201 Rev C 10 Troubleshooting How to Troubleshoot your Mailing Zkvsiem 10 2 Ink Waste Full Tray Warning A 10 2 Envelope Sealing Problems AAA 10 3 Envelope Feeding Problems AE 10 4 Tape Feeding EE 10 8 SEENEN 10 8 Postage Refill PrODICINS AAA 10 10 Display POENG 10 10 Weighing Problems serrin a a teenies 10 11
27. Place a piece of mail of known weight and correct postage on the scale 2 Press the Mode key 3 Select Attached Scale Attached Scale Mode appears in the display 4 Press the Class key and enter a class 5 Press the Enter key 6 Check to see that the correct postage amount appears on the screen Mail may be touching another surface or object Make sure you center the mail on the scale and check to be sure it is not touching any other surface or object 10 12 SV62201 Rev C SV62201 Rev C 11 Supplies and Options Contents Ordering SUNE ae 11 2 Ordering a Pitney Bowes Supply Catalog mrrrrrrrrnnnvrrvnnnnnvrrnnnnnnrvnnnnnn 11 2 Moistener Eden tte Eege eeben 11 2 Printhead and Wiper Blade Henlacments 11 2 USPS Confirmation Services Labels AAA 11 2 11 Supplies and Options Ordering Supplies Ordering a Pitney Bowes Supply Catalog Moistener Kits Printhead and Wiper Blade Replacments USPS Confirmation Services Labels You can order supplies through the Pitney Bowes Supply Line or you can order from the Pitney Bowes web site Refer to the Pitney Bowes Contact Information List at the front of this guide for the Pitney Bowes Supply Line phone number and the web site addresses The Pitney Bowes web site features a wide assortment of genuine Pitney Bowes sup plies at attractive prices You can take advantage of special quantity pricing and online discounts You can or
28. Postage By Phone balance 6 6 deselecting 4 17 overview 2 4 Accounts INVIEW account structure 7 13 clearing account data 7 9 creating accounts 7 14 adding a subaccount 7 14 adding a subsubaccount 7 14 deleting an account 7 15 enabling operator passwords 7 10 enabling operators 7 10 reporting options including active inactive accounts 7 9 including zero values 7 9 reports 7 23 account list 7 32 account speed code list 7 32 account summary 7 30 accounting set up 7 31 custom 7 26 operator list 7 33 quick profile 7 31 report macros 7 24 report print queue 7 24 transaction log 7 28 weight break account class 7 29 weight break carrier class 7 29 weight break job ID class 7 30 selecting an account to print postage 4 17 by name 4 18 by speed code 4 18 selecting Job ID requirements 7 8 setting the station ID 7 8 turning weight breaks on off 7 8 using Seal Only mode 7 17 using Time Date Stamping mode 7 16 viewing or editing an account 7 15 Accounts key location 2 12 Adding funds to your postage meter 6 7 Advance Date storing in a custom preset 4 21 5 25 Advertisements selecting 4 21 Alpha keyboard description and location 2 13 Arrow keys description and location 2 12 on the main screen 4 2 5 2 Art card description and location 2 6 Attached scale when to use 4 5 Attached scale autotape mode how to use 4 14 Attached scale mode when to use 4 4 4 14 Auto Refill Amount 6 8 B Barcode scanner configuring 5 31 Ba
29. Printer Required 8 7 Account List Report External Printer Required rrrrrrnnnrrnnnnnnvrnnnrrn 8 8 Funds Raport ee eee 8 8 System Set Up Report EE 8 9 E EE 8 10 JOD Repoti eeen a a a a a a 8 11 Data Capture Report Non US Use Oo 8 12 Electronic Return Receipt Heport AN 8 12 Installed Pending Rates Report AAA 8 12 Last Rates Downloaded Hepnort vr rrnnnnnnvennnnnnnn 8 13 View Download Log Heport a 8 13 8 Reports Introduction Viewing a Report Printing a Report Creating a report is quick and easy on your mailing system With the capa bility to print out reports on roll tape or envelopes using the internal mailing system printer you can easily keep an accurate record of all your mailing activities NOTE The accounting reports described in this chapter are for the INVIEW accounting package provided with your DM Series Digital Mailing System If you are using another optional accounting package for example Budget Man ager refer to the documentation provided with that application For some reports you need an external or attached printer For instructions on how to set up an attached printer refer to Chapter 5 Mailing System Setup Set Up Optional Printer in this guide Each report is described in the following sections Each section shows you the display on the screen and the information that prints out 1 Press the Reports key 2 Select the report you want to view The report appea
30. after a certain period of inactivity Pressing any key wakes up the system and shows the last screen on the display or the one corresponding to the Normal Preset settings refer to Define Presets in Chapter 5 in this guide for more information Key in Postage 73 FRIENDS DON T LET FRIENDS DRIVE DRUNK Account Advertisement Display The optional message to be printed on the envelopes or tape if selected Account The optional account number or name charged with postage Class The class you selected for the piece of mail Main Status Area Important information such as warnings or help or navigation tips For example if you select a class a message appears in this area Weight Display Area The weight of the piece of mail Mode The mode in which the piece of mail will be processed or what the next required action will be Meter Stamp The official USPS indicia printed on the envelope or tape Batch Count The number of pieces of mail run in a job Presorted First Class JUL 12 2007 Class ZIP Zone Ready Batch Count Olib 9 207 SV62201Rev C Ze Meet the DM525 and DM575 Digital Series Mailing System Connectors on the Back of the IntelliLink amp Control Center Analog Phone Line Connector The term analog phone line refers to a RJ11C or RJ11W compatible single line telephone wall plug typically used for a residential phone or facsimile hookup If you do not have a LAN c
31. an approved Ethernet device When this feature is enabled your system will automatically initiate contact with Pitney Bowes to refill your meter according to the values you establish in the system Your mailing system will only initiate a refill when the system powers down Sleep Mode wakes up if it was turned off or if your post age meter runs low on funds Your system will not initiate a refill during a transaction or in between transactions This ensures that your normal operations will not be interrupted When your system automatically connects it will also check to see if any other tasks are necessary during the same connection This includes uploads of tracking records electronic postal inspection or other functions performed during the refill H an update is required you will be prompted to do so at that time SV62201 Rev C 6 7 6 Adding Postage Recommended Funds Values Setting the Auto Refill Amount Setting the Low Funds Value When the Postage Pass Automated Postage Refill capability is enabled your mailing system will make recommendations for both Auto Refill Amounts and the Low Funds Warning DP ro Np The Auto Refill Amount is the dollar value of the reset when you refill for postage Recommended Minimum Default 2000 8000 1000 5000 The Low Funds Value is the dollar amount that becomes the trigger for the Auto Refill When your postage meter reaches
32. and whether or not report printing is enabled Y N Operator Name Joe Lynn Mark Mike Rushi Operator List Op Reports ID Status Enabled Privilege 5 Active Yes 4 Active Yes 1 Active Yes Supervisor 2 Active Yes Supervisor 3 Active Yes SV62201 Rev C 7 33 Ze INVIEW Accounting Resync with If you are using Business Manager accounting the Resync with Host fea Host PC ture removes transaction from the mailing system and resets accounts operators and the Job ID 1 list with the default settings on the Business Manager Host PC If necessary you can manually resync the accounting information on the mailing system to the settings on the Host PC 1 Press the Accounts key 2 Select ReSync with Host The Resync with Host screen displays with the following warning message This action removes transactions Accounts Operators and the Job ID 1 will be reset to the settings on the Host 3 Select Yes to continue The following message displays Download In Progress Accounting information is being downloaded from Host The main screen will reappear once the download is complete 7 34 SV62201 Rev C SV62201 Rev C 8 Reports I tr d cton EE 8 2 Viewing Rep EE 8 2 Printing a HEPOM pA 8 2 Report Print E 8 3 Single Acco nt EE EE 8 3 Multi Account Summary Report AAA 8 4 L st Five Refills enert eege ee Eeer deene ee dee Eed Neu 8 6 USPS Confirmation Services Report System
33. at which the system will warn that only a few more Confir mation Services mail pieces can be processed 0 records remain ing Processing Electronic Return Receipt 1 Weigh the envelope package Place the mail piece on the attached scale or process using the mailing machine in the WOW mode 2 Select class Select the class of mail for example First Class or Prior ity Mail 3 Select services a Select E Certified as the service for mail b Select E Ret Receipt c Press Enter 4 Enter the destination ZIP Code a Scan or manually type the 5 digit destination ZIP Code b Press Enter This step is not required if the system is set to auto enter SV62201 Rev C 4 27 4 Running Mail 5 Enter the USPS tracking barcode number NOTES e You will not be prompted to enter the Customer Reference Number if you scanned a combined barcode when entering the destination ZIP Code e If you use labels supplied by Pitney Bowes be sure to use the correct label for the selected service in this case E Certified dark green labels If the control panel display shows the next number in the bar code sequence enter the last digit to accept it as long as it matches the number on your next label or scan or manually type in the 22 digit bar code number from the label you re using e Ifthe control panel does not show the next number in the barcode sequence it shows the next number in the barcode sequence MINUS the check digit l
34. control center Main Screen and the connectors on the back of the control center used to connect it to the AC adapter and to an analog phone line Function Keys OG 6606 e Five Screen Keys The five keys directly to the left of the display screen allow you to select options displayed on the screen Lock Button Locks the IntelliLink Control Center Normal Preset Key Returns you to the most commonly used set ting Mode Key Press to choose from a variety of mail processing modes Class Key Enables you to select the correct class for your mailing e g First Class Priority Media mail Seal Key Allows you to moisten and seal envelopes with or with out applying postage You can also choose not to seal the enve lopes at all Accounts Key Press to set up and edit accounts Custom Preset Key Use this to choose frequently used system key settings for running different jobs Menu Key Press to view the following settings and options e Meter Stamp Options e Set Up e Zero Scale e Maintenance e Turn Features On e Confirmation Services e Adjust Display Contrast Funds Key Press to view the following settings and options e Funds Available in postage meter e Funds Used e Total Pieces of mail processed by your mail system Reports Key Offers a selection of different types of reports to run Help Key Gives detailed information about a screen you are view ing Numeric Keys Press numbere
35. description and location 2 12 Low Funds Value 6 7 6 8 Low funds warning description 5 19 setting up 5 19 M Mail acceptable mailing materials 12 5 preparation 3 2 quick setup and start 3 2 selecting the postage mode 4 10 tips for feeding mail 4 8 Mail Machine Interface MMI 2 3 Mailing materials 12 5 Mailing system description of components 2 6 Maintenance cleaning the exterior 9 2 cleaning the printer nozzle 9 8 moistener 9 5 adjusting the wetness 9 7 cleaning or replacing the wick 9 7 cleaning replacing the brush 9 6 moistener brush assembly 9 5 printing a test pattern 9 7 replacing the E Z Seal 9 4 replacing the ink cartridge 9 9 replacing the printhead 9 11 replacing the tape 9 2 replacing the wiper blade assembly 9 14 Manual transactions 7 18 Menu key description and location 2 12 using to change elements on mail 4 21 Meter stamp change the elements of 4 21 on the main screen 2 14 Meter see Postage meter Mode key description and location 2 12 using to select postage mode 4 10 when running mail 3 3 Modem selecting dialing sound 5 17 setting up 5 16 Moistener priming 9 5 Moistener brush assembly adjusting wetness 9 7 cleaning replacing the brush 9 6 cleaning replacing the wick 9 7 Moistener kit ordering 11 2 N Navigating hints running mail 4 2 setting up the mailing system 5 2 Normal preset key description and location 2 12 how to set up 5 22 Normal preset timeout 5 21 O Off line Electronic Return Receipt
36. device This is the recom mended method 2 Connecting Your Postage Meter to an Analog Phone Line If you do not have a LAN connection refer to this section to see how to con nect your postage meter to an analog line This shows the recom mended connections for when the analog line is close to your mailing system and when you have to remove the IntelliLink Control Center and take it to a remote location Checking Available Funds in Your Meter Follow this procedure to see if you have sufficient funds in your meter Checking Your Postage By Phone System Account Balance Follow this procedure to see how many funds are in your account Adding the Postage Follow this procedure to add postage from your Postage By Phone System account to your postage meter Postage Pass Automated Postage Refill Follow this procedure to set up automatic postage refills on your postage meter GO OO e Adding postage funds to your system is fast easy and convenient Con nect to the internet and to Pitney Bowes using your organization s Local Area Network LAN NOTE If a LAN connection is not available you can connect via analog phone line Refer to 2 Connecting Your Postage Meter to an Analog Line Phone Line in this chapter for more information Plug one end of the Ethernet cable supplied into the internet source and the other end into the USB adapter Plug the USB adapter into one of the available USB ports on the back of y
37. go to step 10 I Lt li ppp pp pp 10 Press the left arrow key to return to the postage screen You can clean the printer nozzle at any time by following these steps 1 2 3 From the IntelliLink Control Center press the Menu key Select Maintenance Select Clean Printer Nozzle The Cleaning Print Nozzle screen dis plays until the cleaning operation completes Once the cleaning operation completes the Print Test Pattern screen appears Print a test pattern as described above in Printing a Test Pattern to ver ify that you can print a clean and clear meter stamp Repeat this operation at least one more time SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Replacing the Low Ink Order Ink appears on the IntelliLink Control Center main Ink Cartridge screen when there is only enough ink for approximately 10 days of mailing You can choose to ignore this warning refer to the Configuring Low Ink Warning section in Chapter 5 in this guide Your actual ink usage will vary depending on whether you routinely print advertisements or inscriptions and how may pieces of mail you print per day Low Ink displays approximately two days before the ink runs out You can print about another 300 meter stamps or leave the mailing system running for six days
38. indicia Flap face down and sealed 4 8 SV62201 Rev C About Printing Postage Tapes DM525 and DM575 Series Digital Mailing System Operating Guide Print postage tapes for e Packages e Onion skin airmail type envelopes e Tyvek envelopes e Envelopes that are thicker than 5 8 Any pieces of mail that are outside the limits specified for mailing mate rials see Appendix C Specifications in this guide for details You can request up to 99 tapes at a time The tapes exit into the stacker The DM525 and DM575 system is designed to use a special pressure sensitive adhesive tape made exclusively for it CAUTION Use only fresh rolls of Pitney Bowes tape to avoid distortion or jams in the mechanism and possible loss of postage To print one tape you simply press the Tape key instead of placing mail on the feed deck To print more than one tape use the numeric keys to type in the num ber of tapes you want then press the Tape key The tapes exit into the stacker on the right side of the mailing system NOTE Do not lift any of the covers on the mailing system while the tape is printing or the system will stop printing cut and eject the tape SV62201 Rev C 4 9 4 Running Mail Selecting the Postage Mode and Running the Mail Mode Selection Once you decide the appropriate mode for running your mail job you select the mode Select Mode on your mailing sy
39. is 100 Follow the steps below to set the log full warning 1 Press the Menu key Select Set Up Accounting Set Up then Transaction Log The Trans action Options screen appears 3 Select Log Full Warning 4 Type in the percentage you want use from 80 to 100 and press Enter The system returns to the Transaction Option menu 5 Press the left arrow key to return to the Main screen The Action When Full option allows you to select the action you want the system to take when the transaction log is full You can choose to stop pro cessing mail to continue processing mail with accounting disabled or to process mail and overwrite the transaction log Follow the steps below to select the action to take when the log is full 1 Press the Menu key Select Set Up Accounting Set Up then Transaction Log The Trans action Options screen appears 3 Select Action When Full The Select Action screen appears 4 Select the action you want the system to take The system returns to the Transaction Options menu 5 Press the left arrow key to return to the Main screen SV62201 Rev C 7 21 Ze INVIEW Accounting Printing The Receipt Printing option allows you to select the action you want the Transaction system to take at the end of each transaction You can choose to print a Receipts short form receipt to print a long form receipt or to turn receipt printing off You must have an external attached printer or a recei
40. key The Set Up Custom Reports screen appears The Transaction Log report lists the transaction ID account pieces post age surcharge and total amount charged for each transaction during the time period specified on the report Pitney Bowes Incorporated Page 1 1 Elmcroft Road Date JAN 5 2008 Stamford CT 06926 Time 3 02P Station 2A Transactions for JAN 1 2008 to JAN 5 2008 Trans Trans ID Account Pieces Surcharge Total Type 1 Shelton 0 00 5 400 2 Stamford 24 0 00 13 070 3 Newtown 0 00 11 550 Grand Total 43 0 00 34 450 7 28 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Weight Break The Weight Break Account Class report contains a summary of the pieces Account Class and postage for each weight break by specific account or all accounts Report showing the carrier class used Weight Break Account Class for Jan 4 2008 to Jan 4 2008 Weight Account Carrier Class Break Units Pieces Postage NE Cities Hartford USPS Dom 1st Cls Regular 1 0 oz 3 1 110 2 0 oz 3 1 800 3 0 oz 3 2 490 Subtotal 9 5 400 Subtotal 9 5 400 Subtotal 9 5 400 NE Cities New Haven USPS Dom 1st Cls Presort 1 0 oz 4 1 408 2 0 oz 4 2 308 3 0 oz 4 3 044 Subtotal 12 6 760 Subtotal 12 6 760 Subtotal 12 6 760 Grand Total 25 12 160 Weight Break The Weight Break Carrier Class report contains a summary of the pieces Carrier Class and postage for each weight b
41. option to use a Reference Number that can tie the USPS Track Reference ing Number to an internal tracking number your organization assigns to a client or matter By using this Reference Number you ll be able to look up tracking numbers on the Internet and relate that piece of mail to a specific client Number Pitney Bowes provides a Reference Label Application to support you with processing mail using the Reference Number This includes the ability to print a barcode label in the standard 3 of 9 format that can be applied to the mail piece for customer reference tracking for Electronic Return Receipt The label includes the 5 digit destination ZIP Code required by the USPS which eliminates the steps required to enter this information manu ally into the DM Series mailing system The Reference Number can be up to 14 alphanumeric characters in length This information can be easily scanned into the mailing machine during mail processing saving valuable time in entering the data manually Also you can access delivery information from www pb com at MyAccount Using this site you can search records using your unique customer refer ence number or the USPS tracking number from the Green Label Processing ERR with a Customer Reference Number 1 Weigh the envelope package Place the mail piece on the attached scale or process using the mailing machine in the WOW mode 2 Select class Select the class of mail for example First Cla
42. plat form scale for your DM Series Digital Mailing System On Off switch Turns the mailing system on and off This is located on the lower left side of the feed deck Feed Deck This is where you load the mail Side Guide Set this to reduce the skewing of pieces of mail as you feed them into the feeder Transport Release Knob You pull this knob out to drop the lower half of the transport deck if you need to clear a jam Art Card Slot The art card plugs into the art card slot on the right side of the IntelliLink Control Cen ter as shown in the photo on the right The art card contains adver tisements and inscriptions Quick Reference Card Set These are easy reference cards containing instructions for performing operations like how to set postage process mail or clear jams The cards are located in a slot in the stacker module of your mailing sys tem Stacker This is where mail is deposited after the postage is applied to the piece of mail It is located on the right side of the machine SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide The DM525 and DM575 Series Digital Mailing System Mailing System with Optional WOW Module SV62201Rev C 2 5 Ze Meet the DM525 and DM575 Digital Series Mailing System Connectors on the Back of the Mailing System Base Dual External Device 4 e USB Ports Serial Port Connector USB Ports Fou
43. screen that summarizes the information you are sending NOTE If you have selected a confirmation service that is not free the postage amount appearing in the summary will be greater than the amount of postage you have already applied If this is the case you must add more postage after you have applied the barcode Refer to the Add Postage section in this chapter Press the screen key for OK and the system stores the confirmation information You are prompted to apply the barcode label to the pack age Press the Enter key The Enter another package screen appears Follow the screen prompts to process more pieces of mail for confirma tion services 4 24 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Editing Deleting or Sending Confirmation Services Records Using Electronic Return Receipt ERR This procedure tells you how to edit delete or send confirmation services records once you have entered them into your system Your system can store up to 100 of your barcode records before sending them to Pitney Bowes 1 Press the Menu key 2 Press the down arrow key and then select Confirmation Services 3 Select the appropriate option To edit an existing record select Edit records You can edit either the ZIP Code or barcode entry To modify the class or service you need to delete the record and add it as a new record e To delete a record select Mark record fo
44. scroll through all the rate files loaded on the system Rate Description name File Name Part Number Version Service level Effective date Active or Inactive This report displays only on the screen Use this report to confirm whether you have downloaded the newest rate files prior to a Rate Change Screen Display Last Rates Downloaded Description Effective USPS International Rates E 01 2009 01 18 USPS Domestic Rates 01 2009 01 18 This report displays only on the screen Use the up and down arrow keys to scroll through the list of history of files that have been downloaded SV62201 Rev C 8 13 8 Reports 8 14 SV62201 Rev C SV62201 Rev C 9 Maintaining and Updating Contents ltems to Keep On IAN eege 9 2 Cleaning the TEE geegedee Eed eege breet 9 2 ET TER EE 9 2 E Z Seal Sealing Solution Maintenance aannrrnnnnnnrrrnnnnnnvrrnnnnnnrnnnnnn 9 4 Moistener Maintenance AE 9 5 Printer Maintenance sa 9 11 Replacing the Ink Cartridge AAA 9 13 Changing the et EE 9 15 Changing the Wiper Blade Aesembiy vennen 9 18 Performing Updates or Adding Features rrnnnnrnrrrrnrrrrrrrrnnnnrrnrrnenrr 9 19 9 Maintaining and Updating Items to Keep On Hand Cleaning the The following is a list of items you should keep on hand e Ink Cartridge Tape Roll E Z Seal Sealing Solution Refer to Chapter 11 Supplies and Options for details on how to order these i
45. subaccount or subsubaccount and press Enter The Account Information screen appears Select the appropriate option and follow the prompts When you are done press Enter to save the account information Press the left arrow key to exit set up 7 14 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Viewing or Editing an Account Deleting an Account You can view or edit the account name status budget amount spending limit owner information and description for all of the accounts entered into INVIEW Accounting Prob Press the Accounts key Press the right arrow key to enter the Set Up Accounts screen Select View Edit Accounts Select the account you want to view and or edit by pressing the screen key that corresponds with the account name or type in the account name and press Enter The View Edit Accounts screen appears Select the appropriate option and follow the prompts e Edit Account Name Select this option to make changes to the name of the account you have selected e Change Speed Code Select this option to change the speed code number assigned by the system e Status Once you have added an account to the system you can set the account active or inactive Active status is the default setting for all accounts If you have an account that you no longer wish to use you can set the status to inactive The inactive account will remain on the system but you will not
46. telephone cord AWG 26 from the analog phone line connector to the analog telephone line Connect the A C Adapter P N 1085005 to the back of the control center and plug it into an AC outlet Add or check your postage funds as described in Checking Your Postage By Phone Meter Payment System Account Balance in this chapter Reinstall the IntelliLink Control Center by sliding it into the docking station on top of the mailing system until you hear it click into place Turn the power back on SV62201 Rev C 6 5 6 Adding Postage Checking Available Funds in Your Postage Meter Checking Your Postage By Phone Meter Payment System Account Balance If you are not sure if you have enough money to run mail or print tapes you should check the amount of money funds in your postage meter To check available funds in your meter 1 Press the Funds key The amount of funds available in your postage meter displays at the top of the screen 2 To print a funds report on an envelope place an envelope on the feed deck and press the Start key To print on a tape simply press the Tape key The system returns to the mailing screen If you do not have enough postage funds in your meter check your Post age By Phone Meter Payment System account balance see Checking Your Postage By Phone Meter Payment System Account Balance in this chapter H there are enough funds in your account move funds to your posta
47. 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 file 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 modifications to maintain uninterrupted service If trouble is experienced with this IntelliLink Control Center please contact the help desk for repair or warranty information Refer to the Pitney Bowes Contact Information List in this guide for the number of the help desk 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 user 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 IntelliLink Control Center does not disable the alarm equipment If you have questions about what will disable alarm equipment consult your telephone compan
48. the Enter key The View Preset screen appears and displays all of the values you defined in this session 8 To use these values in the future simply press the Custom Presets Key and select the screen key corresponding to this preset name 9 Press the Enter key to return to the main screen ARON 5 24 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Store Advance Date ina Custom Preset SV62201 Rev C This feature may be offered as a standard or optional feature and is not available on all Pitney Bowes solutions Please contact your local account representative to determine if this option is accessible on your system In order to store an Advance Date setting in a custom preset you need to first turn on this feature For information on setting an advance date refer to Meter Stamp Options Date section in Chapter 4 in this guide To enable this feature 1 Press the Custom Presets key 2 Press the right arrow key and the Set Up Preset screen opens 3 Select Date Advance The following message appears f set on pre sets stored when the date is not advanced will return the system to today s date e Select On to turn on this feature and store the date advance e Select Off if you want to turn off the feature 4 Refer to the examples on the next page for more information on how storing the Advance Date in custom presets works NOTE If you create a custom preset with the Adva
49. the grooved side facing you 5 Close the ink cartridge lid and push down until it locks into place 6 Close the main cover 7 Print atest pattern to ver ify that you have installed the ink cartridge cor rectly see Printing a Test Pattern in this chapter 9 14 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Changing the If you have cleaned the printer nozzle and changed the print cartridge and Printhead the meter stamp is still not satisfactory replace the printhead CAUTION Do NOT attempt to clean the printhead Instructions for replacing the printhead are included with each replacement and are repeated here for your convenience 1 Press the Menu key 2 Select Maintenance 3 Select Replace Printhead The Printhead Warning Continue screen appears Read this screen carefully since once you agree to continue you cannot cancel the process 4 Once you verify that you have a replacement printhead select Yes continue from the screen The Replace Printhead screen appears 5 Open the main cover and locate the printhead tab 6 Push the printhead tab to the left as shown here SV62201 Rev C 9 15 9 Maintaining and Updating 7 While continuing to press the printhead tab to the left pull the assembly for ward as shown here This exposes the printhead cover 8 Grasp the printhead cover and pull as shown here 9 Lo
50. this level the Auto Refill capability will be initiated the next time your system powers down Default Recommended Minimum 1000 4000 50 2500 Press the Menu key Select Set Up then select Basic Settings The Basic Settings screen appears Scroll down and select Auto Refill Amount Press the Clear key and then enter your desired refill amount Press Enter when done Press the Menu key Select Set Up then select Basic Settings The Basic Settings screen appears Scroll down and select Low Funds Value Press the Clear key and then enter the amount you want to activate the automatic refill 5 Press Enter when done Enabling To disable or enable the automated postage refill feature Disabling 1 Press the Menu key Automated 2 Select Basic Settings Postage Refill 3 Press the down arrow key and select Automatic Refill e Select On enable automatic refill to enable the automatic refill A connectivity alert message will appear indicating that the meter must be physically connected through a phone line or LAN Select OK to continue e Select Off to disable the automatic refill 6 8 SV62201 Rev C SV62201 Rev C Ze INVIEW Accounting Contents Navigating ANUS EE 7 2 Overview Of ACCOUNTING 111 cccccecccceserscceeesensceeeeesaeeeseeeeceeesssaaeeeesenaeeees 7 3 Berore You Begin ri eegenen Eed 7 3 Using the INVIEW Accounting Setup Procedures rrrrrrrnnnnnvrnnnrnnnr 7 4 Se
51. 000000 Et REGEIVED Time prints here SV62201 Rev C 4 15 4 Running Mail Selecting or Deselecting an Account Selecting an Account If you use Accounting you must select an account If you are using Budget Manager or Business Manager refer to the operator guide or help system provided with those applications You can select an account manually by scrolling through the entire list of accounts on your system If you know part of the account name or the speed code you can use the account name search or the speed code search to locate the account you want to use If you know only part of the account name or the speed code you can use the account name or speed code search to narrow down the list of accounts to those that most closely match the search criteria you entered NOTES You can use the left arrow key to toggle between the account name and speed code search methods on the Select Account screen When you select an account by name or by speed code the search setting remains in effect even after you leave the Select Account screen The next time you select an account the last search method you used will be active Selecting an Account Manually Follow the steps below to select an account 1 Press the Account screen key The Select Account screen appears listing all of your accounts 2 Select the Account you want to use to charge postage Use the down arrow key to scroll through the Acco
52. 17 Ze INVIEW Accounting Selecting a Job ID Transaction Options Entering Manual Transaction The Job ID field allows you to identify specific tasks within an account Assigning a Job ID to a transaction allows you to track the amount of money you spend on postage as well as how frequently you process a given transaction Follow the steps below to add a Job ID to a transaction 1 From the Main screen press the down arrow key 2 Select Job ID The Job ID screen appears If you know the Job ID type in the Job ID number and press Enter e If you want to see a list of recently used Job IDs select Most Recent Job ID then select the Job ID You can use the down arrow key to scroll through the list 3 The system returns to the Main screen once you have made your Job ID selection This section tells you how to create manual transactions and view transac tional data using INVIEW Accounting e Entering Manual Transaction e Viewing the Transaction Log e Transferring Transaction Data e Clearing the Transaction Log e Setting the Condition for the Log Full Warning e Defining the Action to Take When the Log is Full e Printing Transaction Receipts TFollow the steps below to create a manual transaction 1 Press the Menu key 2 Select Manual Transaction The Manual Transaction screen appears The options you choose to use will vary depending upon your manual transact
53. 1stAuto r 5 Dig 6 To set the next weight break point select Add Another Class a You are prompted to enter the maximum weight for this weight break Enter the max weight for this weight break 0 Ib 3 0 oz to lb oz For the second weight break enter 0 for Ib Press the Enter key Enter 13 for oz and press the Enter key Select the appropriate class in this example 1st Cls Presort The Fees screen appears Press Enter The Select Auto Ad Inscriptions screen appears e To add an ad select Ads Messages Scroll through the list and select the appropriate option To add an inscription select Inscriptions Scroll through the list and select the appropriate option e Press Enter when done The display shows the first weight break for this Smart Class Weight Class Fees 0 Ib 0 0 oz 0lb 3 0 oz 1stAuto r 5 Dig 0 Ib 3 0 oz Ob 13 0 0z 1st Cls Presort 7 To set the next weight break point select Add Another Class a ap You are prompted to enter the maximum weight for this weight break Enter the max weight for this weight break 0 Ib 13 0 oz to lb oz For the third weight break enter 1 for Ib Press the Enter key Enter 0 for oz and press the Enter key Select the appropriate class in this example Priority Mail The Fees screen appears Press Enter 5 13 5 Mailing System Setup e The Sele
54. 25 and DM575 Series Digital Mailing System Selecting the Postage Mode and Running Mail Choosing the mode for running your mail and tapes Selecting or Deselecting an Account to Print Postage Refer to this sec tion if your system uses accounting Selecting the Class Refer to this section if you need to specify a class or select a special service Selecting Meter Stamp Options This section describes how to change the elements printed on your piece of mail Using Electronic Confirmation Services This section tells you how to use preprinted barcode labels provided by Pitney Bowes to electronically process and submit records for USPS Confirmation Services to the Pitney Bowes Data Center Adding Postage or Changing the Date This sections tells you how to add more postage or change the date of your postage Clearing the Batch Count Refer to this section if you want to clear or reset the number of pieces of mail processed by your system SV62201 Rev C 4 3 4 Running Mail Determining the Correct 1 Postage e Mode 3 4 Feeding Mail or Printing Tape If your mail requires no application of postage see Chart C on the fol lowing page to choose your mode If your mail requires postage you must determine if you can print directly on your mail You can feed mail if your pieces of mail are e under 5 8in 15 9mm thick e over 3 5 in x 5 in or under 13 in x 10 in e underr 10 Ibs e not
55. Configuring Low Ink Warnings 10 Configuring System Timeouts 11 Defining Presets 12 Creating Custom Messages 13 Taking the Meter Out of Service 14 Setting up the Optional Printer 15 Configuring the Optional Barcode Scanner 5 3 5 Mailing System Setup Setting the Display Language 2 Adjusting 5 4 Display Contrast Depending on the model of your mailing system you may be able to set the display to any of the following languages e English e Espanol e Francais To change the language of the display Press the Menu key Select Set Up or press 1 and the Enter key Select Change Language or press 4 and the Enter key Select the language you want to appear in the display e Press 1 for English e Press 2 for Espanol e Press 3 for Francais 5 Press the Enter key Pons You can adjust the contrast of your display and set the volume 1D00 only of the speaker on your mailing system To adjust the contrast level of your display 1 Press the Menu Key Press the down arrow key and then select Adjust Display Contrast or press and the Enter key 3 Use the left or right arrow keys on the control center to select the con trast 1 9 you want The screen updates to the new setting 4 Press the Enter key to save this setting SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Setting the Date and Time of Day SV62201 Rev C If your mail is pick
56. Digital Mailing System Operating Guide Mailing Materials Envelope Dimensions refer to the envelope measurement figure on next page Minimum 3 in x 5 in 76 2 mm x 127 mm postcard size Maximum 10 in x 13 in 254 mm x 330 mm in landscape orientation C5 envelopes can be processed when in portrait orientation Envelope Flap Depth refer to the envelope measurement figure Minimum 1 in 25 4 mm Maximum 3 in 76 2 mm Envelope Thickness Minimum 0 007 in 0 2 mm Maximum 5 8 in 15 9 mm Acceptable Envelope Materials Include e Standard envelope paper e Self mailers e Tri fold mail e Pre sealed envelopes Envelope Flap Profiles e Commercial square and baronial e Executive e Monarch Weight of the Mail Piece e 5or10lbs maximum for each piece depending on capacity of optional scale e 1 Ib 16 oz for systems with optional WOW module Tape Roll Width Either 4 in 102 mm or 5 inches 127 mm SV62201 Rev C 12 5 12 Specifications q 13 in 330 mm 10 in 254 mm 12 6 SV62201 Rev C A Glossary Glossary SV62201 Rev C A Glossary Accounting AccuTrac Mail Accounting System Advertisement Alpha Keyboard Alphanumeric Text Arrow keys Art Card Slot Barcode Budget Manager Business Manager Calibrate Carrier Certified Mail Certified Mail Rates C
57. ERR 4 31 On off switch description and location 2 6 Operator passwords 7 10 Operators access level 7 11 activating deactivating 7 11 deleting 7 12 editing 7 12 enabling 7 10 operator list report 7 33 viewing 7 12 Ordering E Z Seal 11 2 Ordering supplies 11 2 ink cartridges 11 2 tape 11 2 P Password protecting mail operations 5 6 setting up supervisor 5 6 turning on off for operators 7 10 Per piece surcharge 7 6 7 17 Per transaction percentage surcharge 7 6 7 17 Per transaction surcharge 7 6 7 17 Permit defined 2 5 selecting 4 15 Pitney Bowes Supply Line 2 5 Postage By Phone automated postage refill 6 7 checking funds in account 6 6 checking funds in postage meter 6 6 entering the number to dial 5 17 setting up your account 5 16 Postage date changing 4 33 Postage funds adding to postage meter 6 7 automatically adding funds 6 7 checking account 6 6 Index Postage meter adding funds 6 7 automatically adding funds 6 7 description 2 2 USPS inspections 6 2 Postage modes attached scale 4 5 attached scale autotape 4 5 differential weighing 4 4 4 5 4 11 4 12 key in postage 4 5 4 11 manual weight entry 4 5 seal only 4 5 4 15 time and date stamp 4 5 weigh first piece 4 12 Postage tape description 2 10 2 11 location 2 10 2 11 location in option WOW module 2 11 printing 3 4 specifications 12 5 when to use 3 4 4 9 Postal Security Device 2 2 6 2 Power stacker optional DJPS 2 3 2 6 4 11 4 12 4 13
58. For larger pieces of mail large envelopes or packages you can use differ ential weighing to have the system automatically print a tape every time you remove a piece of mail from the scale Before using differential weighing e Make sure each piece of mail weighs at least as much as the amount specified as the differential trip weight during the installation of your mailing system Refer to the Set Up the Scale Select Rates Diff Weigh Trip Weight section in Chapter 5 in this guide e Make sure the stack of mail is less than the capacity of the scale If overweight appears on the display remove pieces of mail until the message disappears To use differential weighing 1 Remove all pieces of mail from the scale Set the scale to zero by pressing the Menu key then selecting Zero Scale Press the Mode key Select Differential Weighing The system prompts you to place the mail on the scale CAUTION Make sure you center the mail on the scale and check to be sure it is not touching any other surface or object oR ro 4 12 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Mode Selection Manual Weight Entry 6 Place the mail on the scale If you have previously selected a class the system displays the fol lowing prompt at the top of the screen Print tapes automatically On or Off If you select On then when you remove each piece of mail the system automatically
59. Pitney Bowes solutions Please contact your local account representative to determine if this option is accessible on your system Use this option to enter a secondary or alternative Pitney Bowes phone number to dial if the first or primary number is busy 1 2 3 4 Press the Menu key on the control center Select Set Up from the main screen then select Phone Network Set Up Select Secondary PB This number is supplied by your Pitney Bowes representative Use the numeric keypad to enter the phone number you need to dial to perform add postage Press the Enter key Use this option to enter your local phone number the number to which your mailing system is connected 1 2 3 Press the Menu key on the control center Select Set Up from the main screen then select Phone Network Set Up Select My Phone Use the numeric keypad to enter your local phone number Be sure and include the area code with your number Also use only digits and do not include spaces or dashes Press the Enter key Use this option to select the modem type USB Serial or Internal 1 Press the Menu key on the control center Select Set Up from the main screen then select Phone Network Set Up Select Modem Type and the Select Modem Type screen appears Select the appropriate modem type USB Serial or Internal The Phone Network Set Up screen reappears In order for this change to take effect you must restart your system Us
60. S Pitney Bowes DM525 and DM575 Series Digital Mailing System DM575 Series Mailing System Shown with Weigh On The Way Operator Guide US English Version SV62201 Rev C SV62201 Rev C 2009 Pitney Bowes Inc All rights reserved This book may not be reproduced in whole or in part in any fashion or stored ina 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 how ever we cannot assume responsibility for errors or omissions or liability for the misuse or misapplica tion of our products Due to our continuing program of product improvement equipment and material specifications as well as performance features are subject to change without notice Your postage meter may not have some of the features described in this book AccuTrac Ascent DM525 DM575 DM Series E Z Seal IntelliLink WEIGH ON THE WAY WOW Postage By Phone INVIEW and Pitney Bowes Supply Line are trademarks or registered trademarks of Pitney Bowes Inc All other trademarks are trademarks or registered trademarks of the respective owners Alerting Messages Various messages are used throughout this guide to alert you to potentially hazardous or error caus ing conditions These messages are as follows WARNING Alerts you to conditions or practices that cou
61. SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide 9 10 11 After cleaning the wick and tank place the shield on the wick mak ing sure that there is no gap between the shield and the surface of the wick Place the shield and wick assembly in the moistener tank and push down on the shield to push the assembly into the tank Replace the moistener tank and gently slide it back into the machine taking care not to crimp the supply tubing To measure the solution position a ruler as shown in the picture on the right SV62201 Rev C 9 Maintaining and Updating 12 13 Replace the E Z Seal Sealing Solution bottle Gently tap the top of the solution bottle Wait for about 5 minutes and then check to make sure the moistener tank is filled with the correct amount of E Z Seal e SN solution Measure the amount of solution as 50 shown in the diagram on the right The solution level should be 2i 14 18mm 0 55 0 71 in If after another 5 min utes the level is still not correct go to step 13 Otherwise go to step 14 Solution level Remove the moistener tank and hold it as high as you can above the machine as shown in the picture on the right Hold it in this position for approximately 20 seconds a Replace the moistener tank again and gently slide it back into the machine taking care not to crimp the supply tubing
62. Settings and then Timeouts Select Waiting for Env Enter the number of seconds 0 90 using the numeric keyboard Press the Enter key ARON SV62201 Rev C 5 21 5 Mailing System Setup Timeouts Transaction Timeout Defining Presets 5 22 This option is available only if your mailing machine is connected to the AccuTrac Mail Accounting system Use this option if you routinely batch your mail runs This option allows you to specify how much time to allow the system to remain idle before it ends the current accounting transaction You can set this timeout for 10 65520 in 1 second increments The default timeout is 14 400 seconds Press the Menu key and select Set Up Select Basic Settings and then Timeouts Select Transaction Timer Enter the number of seconds 10 65520 using the numeric keyboard Press the Enter key DONE You can define up to 50 sets 0 49 of preset mailing system values with each set having different values for such items as the account name post age value class carrier a special service a mode such as Attached Scale or Differential weighing and the like You can use these presets for different mailing jobs The 0 preset is the normal preset and the one you use to store your most commonly used system values These are the values your system will use whenever you restart your machine NOTE If this is a newly purchased DM Series mailing system the normal preset will be s
63. System Setup Editing Custom To edit an existing custom preset you define its new values and then over Preset Values write the old values 1 Enter the new values for the mail job that correspond to the custom pre set you want to change or edit 2 Press the Custom Presets key 3 Press the right arrow key Set up Presets appears next to the right arrow key Press the screen key for Store Current Setting to Preset The system prompts you to Select Preset to Replace Press the screen key next to the name of the preset you want to edit 6 Press the Enter key to view the preset values Press Enter again to return to the main screen gt Viewing 1 Press the Custom Presets key Renaming or 2 A list of presets starting with 0 Normal appears Select the appropriate Deleting Presets preset 0 4 presets are displayed on the screen To view the other pre set names press the down arrow key 3 Press the right arrow key Set up Presets appears next to the right arrow key 4 The following options appear e Store Current Setting to Preset e View Preset e Rename Preset e Delete Preset Select the screen key corresponding to the option you want Follow the screen prompts 5 26 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Creating Custom Messaging enables you to enter text at the Control Center which Custom can print directly on envelopes as they pass through the mailing system
64. age amount e All envelopes are the same size e You are printing postage on postcards For instructions on other available modes for running your mail refer to Determining the Correct Postage Mode section in Chapter 4 in this guide For tips on feeling light weight or bulky pieces of mail flats and postcards or any mail that is easily damaged refer the Tips on Feeding Mail section in Chapter 4 in this guide 1 Remove any onion skin airmail type envelopes Tyvek envelopes envelopes that are thicker than 5 8 or any pieces of mail that are out side the limits specified for mailing materials see Specifications in Chapter 12 of this guide for details Print the postage for this type of mail on tape 2 Sort the mail by envelope size and weight If you are using the account ing feature sort by account as well 3 Shingle the envelopes so they are slanted slightly to the left as shown in the picture shown below Envelopes shingled to the left 3 2 SV62201 Rev C Running the Mail DM525 and DM575 Series Digital Mailing System Operating Guide 4 Place the stack of mail on the feed deck shown in the picture below w N gt Side Guide Feed Sensor e Place the envelopes with the flaps down and against the rear wall e Make sure the envelopes are pushed far enough so that they cover the feed sensor on the rear wall Adjust the side guide so it is close to but not touching the bottom edge
65. al Services or Options in this chap ter Press the Seal key and select your sealing option Place the stack of mail on the feed deck Press the Start key our SV62201 Rev C d Running Mail Mode Selection Weigh First Piece Mode Selection Differential Weighing This feature is available only on systems that have the optional Weigh On The Way WOW module installed In this mode the machine weighs the first mail piece and processes the remaining mail at the same postage rate WARNING Do not lean on or disturb the system while it is process ing mail in this mode It will affect the amount of postage applied to the mail piece To run mail in this mode 1 Press the Mode key 2 Select Weigh First Piece 3 Press the Class key and select the class For more information refer to 4 Selecting the Class Carrier Special Services or Options in this chapter Press the Seal key and select your sealing option Place the stack of mail on the feed deck Press the Start key our This option is available on your system if it has the optional integrated plat form scale or an attached external scale This option allows you to place all of the mail on the scale at once then remove each piece one at a time and run it through the system The sys tem calculates the postage for each piece of mail you remove from the scale and applies the postage to the piece as it goes through the mailing system
66. ale you center it and check to make sure that it is not touching another surface Weights on external scale are erratic or the scale does not return to zero For MP Series External Weighing Platform scales The scale top cover my not be seated properly on the scale 1 Remove the top cover and make sure the 4 plastic grommets in the scale are seated properly The 4 plastic posts on the top cover fit into these grommets If a grommet or any part of a grommet is pushed below the surface of the metal on the scale reseat it until it appears as shown here Grommet seated Grommet pushed properly below surface Check to make sure the bubble is centered in the circle as shown on the next page If not and you have a flatblade screwdriver center the bubble by adjusting the legs otherwise go to step 4 WE f Wa Center the bubble SV62201 Rev C 10 11 10 Troubleshooting Weighing Problems Description Possible Causes Solution Weights on external scale are erratic or the scale does not return to zero con tinued For MP Series External Weighing Platform scales The scale top cover my not be seated properly on the scale continued 4 If you do not have a flathead screw driver lift the corner and adjust the leg s until the bubble is centered in the circle Zeite i up 5 Replace the top cover and test the scale To test the scale 1
67. an clear the batch count information from the system The batch count corre sponds to the number of pieces of mail processed by the system c Scale Rates Set Up select this to require a password before you can modify any of the Scale Rates features d Accounting Set Up select this to password protect account edit ing and setup EON Use the Lock Code option to enter a four digit password to prevent unau thorized use of your postage meter 1 Press the Menu key 2 Select Set Up then select Basic Settings 3 Select Lock Code and two options are displayed a Lock Code On Off b Change Lock Code If this is the first time you are setting up a lock code Off appears next to the Lock Code selection 4 Select Lock Code and enter a four digit code Press Enter and the sys tem prompts you to confirm it Ae soon as you confirm the code On appears next to the Lock Code selection 5 Press the Clear key or the left arrow to exit and set the lock code 6 To activate the system lock press the Lock button on the IntelliLink Control Center SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Setting Up O the Scale and Selecting Rates Scale Rates Attached Scale SV62201 Rev C You can use this section to set up how your scale works with your system For example the Attached Scale option allows you to set your scale to accommo date for environments subject to v
68. anner Setup menu reappears You can make other selections or press the left arrow key to return to the Set Up menu The following is an example using a symbol as a join character SCANNERTEST BARCODE ACCOUNT When you scan in these three barcodes the system will combine them into a single barcode value NOTE When creating your own barcodes create them in uppercase If you create them in lowercase the length of the barcode will be twice that of the same barcode created using uppercase text You can set up your system so that after it scans in a barcode value and displays it on the IntelliLink amp Control Center screen it requires you to press the Enter key to accept that value You can do this if you want to be sure that an operator verifies that the correct barcode has been scanned By default the system will automatically enter the value as soon as it scans in the barcode To require you to press Enter to accept each scan Press the Menu key on the control center then select Set Up Press the down arrow key and then select Barcode Scanner At the Barcode Scanner Setup menu select Auto enter Select Off to disable the Auto enter This will now require you t
69. arch for Signature Confirmation The mode that the mailing system automatically enters after a certain period of inactivity The holder at the end of the feeder path where mail is deposited Two types of stackers are available tabletop drop stacker and power stacker Code that restricts access to certain mailing system operations Location where the tape comes out of the right side of the mailing system The pattern printed during a test to show the clarity of the meter imprint Adjusts the tension to accommodate the thickness of the pieces of mail you are feeding A plastic material used for envelopes The Unites States Postal Service A mail weighing mode that weighs mixed mail as it passes along the feed deck and applies the appropriate postage Part of the printing assembly that wipes excess ink off the printhead A ZIP Code is a numeric code used by the USPS to identify general and specific geographic areas in the United States SV62201 Rev C A Glossary ZIP 4 Code A 9 digit numeric code incorporating the original 5 digit ZIP Code a hyphen and 4 additional digits The first 5 digits identify the delivery office The 4 digit add on identifies specific delivery segments A 6 SV62201 Rev C Index A AC adapter connector location 2 15 6 5 Accessories description 2 5 ordering 2 5 11 2 Account speed code list report 7 32 Accounting and Reporting 2 4 Accounting set up report 7 31 Accounts checking
70. arges for an account or all accounts that have been charged for the time period specified for the report If this report is for a single account it can be viewed on the screen Pitney Bowes Incorporated Page 1 1 Elmcroft Road Date JAN 5 2008 Stamford CT 06926 Time 3 02P Station 2A Account Summary JAN 1 2008 to JAN 30 2008 Account Pieces Postage Surcharge Total PB Stamford WHQ 28 31 030 0 00 31 030 Subtotal 28 31 030 0 00 31 030 Grand Total 28 31 030 0 00 31 030 7 30 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Quick Profile The Quick Profile report lists the summary of pieces postage and sur Report charges for all of the INVIEW accounts You can view the Quick Profile reports on the IntelliLink Control Center before printing them Quick Profile Report Period JAN 01 2008 JAN 08 2008 Pieces 677 Postage 393 836 Surcharge 28 65 Total 422 486 Accounting The Accounting Set Up report lists the INVIEW Accounting options and Setup Report settings Accounting Setup Configuration Item Value Accounting PCN HHHH Number of Accounts 13 Accounting Periods 12 Account Passwords Enable Default Spend Limit Basis 90 Spend Limit Enable Operators Enable Passwords Enable Global Surcharge Method 0 Per Piece Surcharge 0 000000 Per Transaction 0 000000 Percentage Surcharge 0 Per Piece Surcharge Limit 1 000000 Per Tran
71. aring Job IDs You can set up the system to automatically clear Job IDs at the end of each transaction To autoclear Job IDs Press the Menu key Select Set Up then Accounting Set Up Press the down arrow key twice Select Job ID Setup Select Job ID Autoclear to toggle this option on off Press Enter when done OO GON Including Active and Inactive Accounts When you select the Include Active and Inactive option on the Reporting Options menu you can choose which types of accounts appear in INVIEW Accounting reports Active and Inactive Active Only or Inactive Only Press the Menu key Select Setup then Accounting Set Up Select Report Options The Report Account Options screen appears Select Include Active and Inactive Select the type of accounts you want to include Active and Inactive e Active Only e Inactive Only 6 Press Enter when done IRN Including Zero Values When you select the Zero Value option on the Reporting Options menu you can choose whether or not to include accounts with no charges for the reporting period in reports Press the Menu key Select Setup then Accounting Set Up Select Report Options The Report Account Options screen appears Select Zero Value Select the appropriate option Include or Don t Include Press Enter Press Enter when done ND OTO gt Follow the steps below to clear the account data CAUTION Clearing the account data will permanently erase al
72. arrow key Press the screen key for Store Current Setting to Preset If you selected the Key in Postage mode the system prompts you to choose a Class for the preset Choosing a class ensures that your pre set values are automatically updated when the postage rates change To choose a class press the Select Class screen key and follow the prompts to select weighing and class options Once you make the selections the system returns to the Main screen Return to step 2 to set the normal preset To continue without selecting a class press the down arrow Select the normal preset by pressing the key for 0 Normal The View Preset screen appears and displays all of the values you defined in this session After a certain period of inactivity or when you power up the system restores the normal preset settings Press the Enter key to return to the main screen 5 23 5 Mailing System Setup Defining Custom When creating a custom preset the mailing system will prompt you to Preset Values select a class of mail if you are using Key In Postage mode Selecting a class will ensure your preset values are updated automatically when post age rates change NOTE You can elect to save the custom preset without a selecting a class but your preset values will not update automatically when postage rates change 1 Enter the values for the mail job for example the weighing mode the postage value class and carrier etc tha
73. ars Select Create Macro Type in the macro name and press Enter Select a report to add to the macro Use the down arrow key to scroll through the list of reports if necessary 7 Select an account to include in the report and press Enter Depending upon your selection you may be prompted to enter a date range Select e Select Current Day to print the report for the current day e Select Current Week to print the report for the current week e Select Current Month to print the report for the current month e Select N days back from today to print the report for a set number of days Enter the number of days back up to 364 that you want to print the report for Press Enter when done 8 Press Enter to save the report and account information 9 Repeat steps 6 to 8 to add additional reports to the macro You can add reports to the macro until all Available options are used 10 Press Enter to save the macro DAR 7 24 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Using a Report Macro to Print Reports You can print report macros using an external attached printer if one is connected to your system Follow the steps below to print a report macro aAPon gt Press the Reports key Select Accounting Reports and then Report Macros Select the report macro you want to print Press Enter to print the report macro Press Enter to return to the main screen Viewing and Ed
74. ast 4 digits and not the bottom label with the highest last 4 digits If you have a barcode scanner you can scan in the number If you are using a barcode scanner and have set up your system to automatically enter the barcode value see Setting Auto Enter in Chap ter 5 in this guide go to step 10 If you type in the barcode value enter the last digit of the number from the label you will use Then press the Enter key to accept the barcode value and the system returns to the main screen Attached Scale Mode appears NOTE Make sure the barcode on the label matches the barcode value you just entered in the system Press the Tape key to print a tape To print postage on a piece of mail place it on the feeder and press the Start key You are prompted to apply the barcode label to the package Apply the barcode to the package SV62201 Rev C 4 23 4 Running Mail Adding Confirmation Services After Printing Postage 12 Press the Enter key The Enter another package screen appears Follow the screen prompts to process more pieces of mail for confirma tion services If you have already applied postage to a piece of mail and you now want to add a confirmation service to it follow the procedure here This procedure is based on using a Priority class and the E Del Con ser vice Your procedure may vary slightly depending on your class and ser vice 1 Place the piece of mail or package on the sca
75. ast digit You must enter the check digit 6 Apply the barcode a Apply the 22 digit barcode label to your mail piece if it is not already pre printed on the mail piece NOTE 22 digit barcode labels for tracking E Certified Mail must begin with 9171 in order to be tracked correctly per USPS guidelines b Press Enter This step is not required if the system is set to auto enter 7 Print postage e Press Start to print the postage on the envelope or e Press Tape to print a tape The control center returns to the Main screen 8 For multiple mail pieces a Press the ZIP key b Type in the ZIP Code c Press Enter d Start processing the next mail piece Repeat steps 1 8 as necessary 10 Transfer Files a Connect the control center to the Pitney Bowes Data Center b Upload your records no later than the end of every day To do this press Menu and select Confirmation Services 11 The display automatically prompts you to print receipts or reports after you upload records provided this feature is enabled in the customer setting menu the default for this option is enabled Use the Reports key to select and print receipts and optionally a report of all tracking information processed through the control panel 4 28 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Using ERR The Pitney Bowes solution for Electronic Return Receipt ERR may with a Customer include the
76. ay be offered as a standard or optional feature and is not available on all Pitney Bowes solutions Please contact your local account representative to determine if this option is accessible on your system The Error Report lists the last ten errors in chronological order with the most recent error at the top It prints on an envelope or tape strip Screen Display Error Report Date Time Location Error ID lt Date gt lt Time gt lt Location gt lt Error Code gt lt Date gt lt Time gt lt Location gt lt Error Code gt lt Date gt lt Time gt lt Location gt lt Error Code gt lt Date gt lt Time gt lt Location gt lt Error Code gt Printed Report The Error Report gives the following information e Date report printed Time report printed e Meter Stamp Serial Number The Error Report lists the following information for each error e Error Date e Error Time Error Identification Locaiton Where in the system the error occurred e Page Numbers 8 10 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Job Report This feature may be offered as a standard or optional feature and is not available on all Pitney Bowes solutions Please contact your local account representative to determine if this option is accessible on your system The Job Report summarizes a job that is processed in a mode that did not dispense funds It can be printed on an env
77. ayed is 5 To view more options Hints press the down arrow key You can select a numbered option either by pressing the screen key next to the option or by pressing the corresponding number on the key board and then pressing the Enter key To go back one screen or more clear an entry or return to the Ready screen press the Clear key Pressing the left arrow key returns you to the main screen Other selection or navigation or help information appears at the bottom of the screen Also check for messages next to the arrow keys on the bottom right side of the screen Select Mode ki Key in Postage gt 2 Differential Weighing i Screen gt 3 Manual Weight Entry Options kA Attached Scale gt 5 Seal Only No Printing Arrow Keys and Help Information 4 2 SV62201 Rev C Applying Postage and Running Mail DM525 and DM575 Series Digital Mailing System Operating Guide To apply postage and run mail on the DM525 and DM575 Series Sys tem follow the procedures listed here You must follow procedures 1 and 2 before you run mail through the sys tem and apply postage If you are using Accounting you must also follow procedure 4 Follow the other procedures listed here as needed For details on each procedure refer to the section number listed here DO 80000 0 e Determining the Correct Postage Mode Deciding the appropriate mode for your specific mail run Preparing Your Mail Getting your mail ready for the DM5
78. be able to process transac tions against it e Password The account password is a four digit number that limits access to an account e Description Select this option to edit the account description Once you have finished viewing and or editing the account information press Enter to exit the View Edit Accounts screen Press the left arrow key to return to the Main screen When you delete an INVIEW account you remove its data completely That data is then unrecoverable Make sure you do not need the account s data before you delete the account Once you delete an account its data cannot be retrieved 1 2 3 4 Press the Accounts key Press the right arrow key to enter the Set Up Account screen Select Delete Account Select the account you want to delete NOTES e You can only select a chargeable account to delete The selected account subaccount and or subsub acount along with its postage and pieces of mail is deleted The subaccounts appear in the display as two separate accounts under the main account title Engineering Software Engineering Industrial Design As soon as you select an account the system prompts you to print a report To keep a record or your account data select Print Report Select Delete to remove the account from the system Press the left arrow key to return to the main screen SV62201 Rev C 7 15 Ze INVIEW Accounting Running Mail Selecting an Accoun
79. break Use Class 0 0 oz to 3 0 oz 1st Class Automation Letter 5 Digit 3 0 oz to 13 0 oz 1st Class Non Automation Presort 13 0 oz to 1 0 Ib Priority Press the Menu key Select Set Up then press the down arrow and select Scales Rates 3 Press the down arrow depending on your system you may have to press it twice and select Smart Classes Select Create Select the appropriate Carrier in this example USPS Domestic a You are prompted to enter the maximum weight for this weight break ba o gt Enter the max weight for this weight break 0 Ib 0 0 oz to bb oz SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide SV62201 Rev C b h To set the first weight break use the numeric keys and enter 0 for Ib Press the Enter key Enter 3 for oz and press the Enter key Select the appropriate class in this example 1st Class Auto Select the appropriate subclass In this example select Letter then select 5 Digit The Fees screen appears Press Enter The Select Auto Ad Inscriptions screen appears To add an ad select Ads Messages Scroll through the list and select the appropriate option To add an inscription select Inscriptions Scroll through the list and select the appropriate option e Press Enter when done The display shows the first weight break for this Smart Class Weight Class Fees 0 Ib 0 0 oz Olb 3 0 oz
80. cate the stand off on age top of the printhead shown here Printhead stand off 9 16 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide 10 Grasp the printhead stand off and lift the print head up and out 11 Discard the old printhead 12 Locate the new print head Remove the orange packing tab from the new printhead as shown here 13 Install the new printhead in the printhead slot 14 Close the printhead cover and push the prinhead tab back into place 15 Close the main cover the Initializing Printhead screen appears 16 Once the initializing is complete the Print Test Pattern screen opens and prompts you to Press Tape or print an envelope You must perform the print test at this time Follow the prompts or refer to Printing a Test Pattern in this chapter for more information 17 Proceed to Changing the Wiper Blade Assembly section SV62201 Rev C 9 17 9 Maintaining and Updating Changing the When you change the printhead you must also replace the wiper blade Wiper Blade assembly Assembly Instructions for replacing the wiper blade assembly are included with each replacement and are repeated here for your convenience 1 2 3 10 From the IntelliLink amp Control Center press the Menu key Select Maintenance Select Replace Wiper Blade Assembly The Preparing Wiper Blade screen appears During this time the
81. ct Auto Ad Inscriptions screen appears e To add an ad select Ads Messages Scroll through the list and select the appropriate option To add an inscription select Inscriptions Scroll through the list and select the appropriate option e Press Enter when done The display shows the first weight break for this Smart Class Since we did not create a fourth weight break it is listed as None Weight Class Fees 0 Ib 0 0 oz Olb 3 0 oz 1stAuto r 5 Dig 0 Ib 3 0 oz 0lb 13 0 0z 1st Cls Presort 0 Ib 13 00z 1lb 0 0 oz Priority Mail 0 Ib 0 0 oz Olb 0 0 oz None 8 Press the Enter key again and Select Custom Carrier appears in the display You are presented with a list of available custom carriers for grouping your Smart Classes 9 Select one that is listed as Available You can have up to a maximum of 4 custom carriers 10 Next you are prompted to enter a Carrier Name Enter a name up to 15 letters and or numbers for your Smart Class grouping for example Carrier 1 Press the Enter key 11 You are now prompted to enter the Smart Class Name This will be the class name for the Smart Class you have created Enter the name up to 15 letters and or numbers for example Smart Class 1 and press the Enter key 12 To exit press the left arrow key The main display appears You can now begin to use this Smart Class To use a Smart Class refer to
82. d screen appears If the account password is not enabled go to step 4 a Type in the password b Press Enter Selecting an Account by Speed Code The speed code search allows you to type in the speed code or part of the speed code to narrow your search Follow the steps below to select an account by speed code 1 Press the Account screen key The Select Account screen appears listing all of your accounts 2 If necessary press the left arrow key to toggle the search by account name method 3 Type in the speed code or the first few numbers of the speed code The screen will show the account names that correspond with the speed code you typed 4 Select the account you want to use e Press Enter to select the account that most closely matches the characters you searched on or e Ifa list of account names appear on the screen press the screen key that corresponds with the account you want to use The system returns to the Main screen and the name of the account appears in the Account field 4 If the account password is enabled the Enter Account Password screen appears If the account password is not enabled go to step 4 a Type in the password b Press Enter 1 Press the Accounts key Select 0 None from the top of the list 3 Account None now appears in the main screen N SV62201 Rev C 4 Running Mail O Selecting Each carrier has its own set of classes and each class has its own set of
83. d keys to enter postage amounts and weight You can also use these keys to select numbered options appearing in the display Enter Key Press to enter the information you have selected for the mailing system Arrow Keys Moves you to new menus or scrolls menus and selects options SV62201Rev C Ze Meet the DM525 and DM575 Digital Series Mailing System Start Key Begins processing mail with the options you have selected Tape Key Allows you to print postage tapes for packages or pieces of mail that are outside the limits specified for mailing materi als See Specifications in Appendix C of this guide for details Stop Key Ends a mail or tape processing job in progress Clear Key Clears an entry or takes you back one screen Alpha Keyboard Use to enter accounts and other setup informa tion This keyboard is under a cover that opens for access 666 ee Key in Postage FRIENDS DON T PE 7 zl CEN s90 42 Account Engineering Class First Class Zip Zone 06850 0123 Mode Ment msn Class Funds ER Seal Reports C Accounts Help Sal 3 POSTACESXPHONE SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide The Main Screen The content of the main screen depends upon the current mode of the machine Main screens are the only screens that contain a meter stamp replica area and a main status area The main screen enters a sleep mode
84. d supplies e g inks tapes and clean ers Call the Pitney Bowes Supply Line listed in the Pitney Bowes Contact Information List at the front of this guide Always follow the specific occupational safety and health s prescribed for your workplace NOTE Your mailing system requires annual cleaning by a Pitney Bowes service representative For continued safe operation contact your local Pit ney Bowes office for a scheduled cleaning If you use an AC adapter to power the meter when it is off the mailing machine base Use only the AC adapter designed specifically for the IntelliLink Con trol Center Third party AC adapters may damage the IntelliLink Con trol Center To protect against electrical shock plug the AC adapter into a properly grounded power outlet Do not route the AC adapter cable over sharp edges or trap between furniture CAUTION In case of an ink spill leaking ink or exces sive ink accumulation immediately power down and dis connect the power cord from the wall plug and call your local Pitney Bowes office for a cleaning SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide The IntelliLink Control Center and its built in postage meter Postal Secu rity Device connect directly to analog telephone lines For your protection we urge you to follow basic safety precautions to reduce the risk of fire electric shock and injury to persons as well as the following
85. de for the phone number SV62201 Rev C 9 11 9 Maintaining and Updating Printing a Test Pattern Cleaning the Printer Nozzle You can print a test pattern to check the quality of the meter imprint without spending any of your postage funds To print a test pattern 1 2 3 4 The Print Test Pattern screen appears and prompts you to Press EN From the IntelliLink amp Control Center press the Menu key Select Maintenance Select Print Test Pattern Tape or print an envelope Load an envelope on the feed deck and press Start or press Tape to print on a tape Once the test pattern prints the system asks you if the test pattern printed correctly If the test pattern looks like the sample shown here press the Yes Lines are unbroken screen key Go to step 10 If the test pattern has missing or incomplete lines as shown here press No clean the print nozzle screen key Go to step 7 The Cleaning Print Nozzle screen displays until the cleaning operation completes Once the cleaning operation completes the Print Test Pattern screen appears again Repeat steps 5 and 6 again If the print pattern still has broken or miss ing lines you may need to replace the ink cartridge see Replacing the Ink Cartridge or printhead see Changing the Printhead If the test pattern is ok
86. der a Pitney Bowes Supply Line Catalog Refer to the Pitney Bowes Contact Information List at the front of this guide for the Pitney Bowes Supply Line phone number Comsumables You Can Order Ink Cartridges Shelf life installed life is 1 5 years Red Ink Cartridges 621 1 WARNING Use Pitney Bowes ink cartridges to ensure bet printer performance Other ink cartridges may cause poor print quality rejected returned mail and uncovered service expense Tape 4 Pressure Box of 8 rolls 610 7 5 Pressure Box of 3 rolls 627 8 E Z Seal Sealing Solution 16 ounce bottles 4 601 0 Moistener Kit 771 0 Moistener kit includes complete stripper blade assembly with brush in holder wick and protective grate Printhead amp Wiper Blade Replacement Kit 771 1 includes 1 printhead and 2 wiper blades Wiper Blade Replacement 1 per box 771 2 Delivery Confirmation Labels 639 6 Signature Confirmation Labels 639 9 E Certified Labels 639 5 USPS Confirmation Services Request Book 640 7 11 2 SV62201 Rev C 12 Specifications Contents Dimensions and Weight 12 2 Electrical and Operating Conditions anrvvvrnnnnnvrnnnnnnrnnr 12 2 Capacities and Features 12 3 Accounting Features mina iennessntijenmeedepisssiseeneee 12 4 Mailing Materials sccicceccseccieseeri issih eae tetieriee edness 12 5 SV62201 Rev C 12 Specifications Specifications Dimensions and Weight
87. e 5 If you select Other Refill Amount use the number keys and enter in the amount you want to add up to 1000 Use whole dollars only do not key in cents Your meter automatically adds two decimal places 6 Press the Enter key The system dials Pitney Bowes to connect to your account and begins to add the postage to your meter 7 The system notifies you when it finishes adding your postage and dis plays the message Refill Complete The system prompts you to down load an available update or e Press Tape to Print Tape e Press Start to Print an Envelope e Don t Print Receipt 8 Select the appropriate option NOTE To view or print a statement showing the details of the last five times you added postage to your meter press the Reports key on the control center and select Last 5 Refills Refer to Chapter 8 Reports in this guide for details of all system reports With this feature you determine the amount of postage you want trans ferred to your meter during each refill and you choose the dollar amount at which you want a refill to occur When the postage balance in the meter drops to the amount you ve set as the low funds value the meter automati cally downloads the amount you preset Your meter is always ready for use IMPORTANT This feature requires a constant connection via one of three methods e direct analog phone line e wireless connection using an analog device see below or e LAN connection using
88. e the On Off switch located on the base of your machine to restart your system see Mailing System Exterior section in Chapter 2 of this guide for the location of the On Off switch 5 17 5 Mailing System Setup Phone Network Set Up Use LAN Firewall Settings Phone Network Set Up Network Settings 5 18 This option allows you to modify individual LAN firewall settings 1 Press the Menu key on the control center Select Set Up from the main screen then select Phone Network Set Up 2 Select LAN Firewall Settings The LAN Firewall Settings screen appears and displays the following options e Ping e Trust e Default Settings 3 Select Ping to toggle between Enable Disable 4 Select Trust The LAN Firewall Trusted Host Settings screen appears and displays the following options Trust All Trust None e Trust Hosts Only Select the appropriate option 5 Select Default Settings to revert to the default LAN firewall settings for the system This option allows you to modify individual phone connection parameters CAUTION Changing these parameters may result in errors when trying to contact Pitney Bowes Contact your Pitney Bowes representative or call the Help Desk if you are not sure Refer to the Pitney Bowes Contact Information List at the front of this guide for the phone number 1 Press the Menu key on the control center Select Set Up from the main screen then select Phone Network Set Up 2
89. e Job ID number and press Enter or b Select the Most Recent Job ID option select the Job ID then press Enter 10 Once you have finished setting up your manual transaction select Cre ate Another to enter an additional manual transaction or press Enter to save your changes and return to the Main screen Viewing the The transaction log contains a list of summary information for each of the Transaction Log transactions you have processed on the system Each log contains the Account Transaction number and date Actual postage Charged amount Piece count Total weight Transaction type Carrier class and fee special services used and Operator ID Once you select to view the transaction log you can view the transactions by date range and or account You also have the option of printing the transactions that meet the date and or account criteria Follow the steps below to view the transaction log 1 Press the Menu key Select Set Up Accounting Set Up then Transaction Options The Transaction Options screen appears Select View Transaction Log The Select Account screen appears You can e Select All Accounts e Select For Each Account or e Select a specific account from the list The Enter a Date Range to Print screen appears a Select Start to enter the date you want the transaction log to start Type in the date in MMDDYYYY format Press Enter when done b Select End to enter the date you want t
90. e main report screen 1 Press the Reports key 2 If necessary press the down arrow key and select Reports Queue Once selected this option will list information about the report that is currently printing as well as a list of the reports that are remaining in the queue NOTE You can cancel reports out of the queue If the printer runs out of paper the Check external printer message will appear on the main screen The Single Account Report gives the total pieces of mail and the postage for a selected account After you select Single Account Report the last account used is displayed To view another account press the screen key for Select Another Account If you have re powered the system since the last time you processed mail the Select Account screen displays Use this screen to choose a specific account for the report Accounts can be printed even if they are inactive Screen Display Single Account Report lt Account name gt lt Subacct gt lt Sub Subacct gt Account Number lt Account Number gt Pieces lt Account Piece Count gt Postage lt Account Value Total gt gt Select Another Account Printed Report The Single Account Report prints on one envelope or a strip of tape Infor mation contained in the report e Date report is printed Time report printed e Meter Stamp Serial Number identifies the meter which printed the report e Account Number Number of each account tha
91. e scale will require more time to settle NOTE If this is the first time you are using an attached scale you may be prompted to enter a location code Refer to the documentation that arrived with the scale or contact the Pitney Bowes Help Desk Refer to the Pitney Bowes Contact Information List at the front of this guide for the phone number 1 Press the Menu key on the control center and select Set Up Press the down arrow key and select Scale Rates 2 Select Attached Scale The Vibration Setting screen displays 3 Press the screen key for the Attached Scale selection in this screen to toggle between Normal and Adjust for Motion 4 Press the Enter key to accept 5 7 5 Mailing System Setup Scale Rates WOW Weight Limit Scale Rates WOW Start Key Scale Rates Autoscale 5 8 You can set the WOW weight limit to prevent the system from printing postage on pieces of mail that exceed a set weight 1 Press the Menu key on the control center and select Set Up Press the down arrow key and select Scale Rates 2 Select WOW Weight Limit 3 Enter the weight in lbs and or press the right arrow key and enter the weight in oz The weight cannot be great than 1 Ib 0 oz or 0 Ib 16 02 NOTE Select Return to Maximum If you want to reset to the default settings for the WOW weight limit 4 Press the Enter to set the weight limit While in WOW mode placing mail on the scale and manually typ
92. e screen To enter a new value press the Clear key to remove the default then type in the prefix character s NOTE Barcode prefixes are case sensitive 7 Press the Enter key 8 As soon as you make your selection the Barcode Scanner Setup menu reappears You can make other selections or press the left arrow key to return to the Set Up menu 5 33 5 Mailing System Setup Combining Barcodes Setting Auto Enter 5 34 If you need to combine multiple barcode scans into a single barcode use this setup option For example the typical barcode scanner can only accept a maximum of 30 characters If you want to scan an account name that contains more than 30 characters say 50 characters you add a join character at the end of the first 30 characters These first 30 characters with the join character at the end would be on the first line and the second 20 characters would be on the second line When you scan these two bar code lines the system will combine them into a single barcode account value To select the character to join multiple barcode scans 1 Press the Menu key on the control center then select Set Up 2 Press the down arrow key and then select Barcode Scanner 3 At the Barcode Scanner Setup menu select Concatenate Scans 4 A list of possible join character options is displayed Select the char acter you use to combine the barcode values 5 As soon as you make your selection the Barcode Sc
93. e surcharge amount b Press Enter The system returns to the Time Date Stamp Mode screen 5 Select Job ID if you want to add a Job ID to the transaction If you know the Job ID type in the Job ID number and press Enter e If you want to see a list of recently used Job IDs select Most Recent Job ID then select the Job ID You can use the down arrow key to scroll through the list Once you have made your selection the system returns to the Time Date Stamp Mode screen 6 Turn the piece of mail over so the meter stamp is facing down Then place the envelope on the feed deck with the flap facing up 7 Press the Start key The Time Date stamp prints on the envelope A sample Time Date stamp is shown below N Date prints here MM DD YYYY 000000000 0000000 og REGEIVED Time prints here 7 16 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Selecting an Seal Only Mode allows you to seal envelopes without applying postage If Account in Seal you are running INVIEW Accounting and you select Seal Only Mode Only Mode you will be prompted to select an account to track the pieces against When you view or print an accounting report Seal Only will appear in the Class column if the pieces were processed in Seal Only mode Entering a Batch When you select the surcharge method from the Main screen you are set Surcharge ting a batch surcharge or a surcharg
94. e that will be applied only to the cur rent transaction being processed Setting a batch surcharge will override your global surcharge settings but only for the current transaction Once the transaction is complete the sys tem will revert to the global surcharge settings for the system You can apply a batch surcharge per piece of mail per transaction and or per transaction percentage If you want to set up a global surcharge or a surcharge that will be applied to each and every transaction processed by the INVIEW Accounting sys tem see Setting Up Accounting Selecting a Surcharge Mode in this chap ter To enter a batch surcharge 1 At the Main screen press the down arrow key 2 Select Surcharge The Batch Surcharge screen appears 3 To clear the existing batch surcharge settings select Clear Sur charges The per piece surcharge per transaction and per transaction percentage surcharges are set to 0 4 To add a surcharge per piece a Select Per Piece b Type in the surcharge amount you wish to use for each individual piece of mail and press Enter 5 To add a surcharge per transaction a Select Per Transaction b Type in the surcharge amount you wish to use for each transaction and press Enter 6 To add a surcharge per transaction percentage a Select Per Transaction Percentage b Type in the percentage amount you wish to use and press Enter 7 Press Enter to save your changes SV62201 Rev C 7
95. e to a piece of mail place it on the feed deck and press the Start key Nh Selecting ZIP If your postal rate or special service requires a ZIP Code or Zone you are Codes and Zones prompted to enter it The system prompts you for either the ZIP Code or Zone for details see Setting Up the Scale Rates ZIP Zone prompt section in Chapter 5 of this guide 1 When you select a class you may be prompted to enter the ZIP Code or Zone To access the Intra BMC Package Services Parcel Post rates enter only the first 3 digits of the ZIP Code To access the Inter BMC Package Services Parcel Post rates enter all 5 digits of the ZIP Code 2 Press Enter 4 18 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Selecting a Country Selecting a Smart Class If your class requires you to select another country 1 A list of countries appears in the display You can scroll through the countries e Using the up down arrows e By typing in the first few letters of the country until you get a match or e By typing in the numeric code for that country Select the country you want Press the Class key Press the right arrow key Il Rates You are prompted to Select Rate Select the name of the custom car rier you created for example Carrier 1 You are prompted to Select Class Select the name of the Smart Class you created for example Smart Class 1 The name
96. e which and you will need to place a service call From the Out of Tape or Load Tape screen select Load Tape Feed the tape into the slot while the tape motor is running The machine automactically cuts off the excess tape Close the feed cover If the system actually runs out of tape the Out of Tape screen appears Open the cover and select Unload Tape from the Out of Tape screen Remove any remaining tape on the tape roll Follow steps 2 4 in the Tape still on roll procedure above Your mailing system displays a message telling you when your E Z Seal Solution is running low When you receive this message your system can still seal approximately 50 envelopes CAUTION Pitney Bowes recommends using E Z Seal Solution because it helps keep your moistener tank clean and improves sealing efficiency To order E Z Seal Solution refer to Chapter 11 Supplies and Options in this guide 1 Open the feed cover and lift out the E Z Seal bottle The bottle is located to the left of the tape roll SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide 2 Remove the cap from the bottle 3 Add enough E Z Seal to bring the level up to the bottom of the fill cap CAUTION Do not overfill the E Z Seal bottle CAUTION Make sure you do not spill any solution in the tape well If the tape gets wet it can warp and cause a jam 4 Replace a
97. ection 1 Sort the mail by envelope size and unless you are using the optional WOW module sort by weight also If you are using the accounting fea ture sort by account as well 2 Shingle the envelopes so they are slanted slightly to the left as shown in the picture on the right _ Envelopes shingled to the left 3 Place the stack of mail on the feed deck shown in the picture below Feed Sensor Side Guide e Place the envelopes with the flaps down and against the rear wall e Make sure the envelopes are pushed far enough so that they cover the feed sensor on the rear wall 4 Adjust the side guide so it is close to but not touching the bottom edge of the envelope stack Be sure and leave a slight clearance between the side guide and enve lopes about 1 16 inch clearance 4 6 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide 5 Adjust the thickness adjustment knob to adjust for envelope thickness For thicker pieces of mail 3 8 to 5 8 or mail containing several inserts use the thick mail setting For mail containing only single inserts or for postcards use the normal mail setting Refer to the fig ure on the right To pick a setting turn the knob to the arrow located on the feed cover 6 Make sure you have sufficient funds in your postage meter If the message Low Funds appears on the screen make sure you can complete the mail Thin Mail Setting ru
98. ection Insufficient Funds IntelliLink Control Center Jam Release Lever Delivery Confirmation is a service offered by the United States Postal Ser vice that allows you to verify the date and time of delivery of your mail or if the delivery was unsuccessful the date and time of the delivery attempt The service is currently available for Priority Mail and Package Services which includes Parcel Select Parcel Post Bound Printed Matter Special Standard Mail and Library Mail You may combine Delivery Confirmation with other services such as COD insured mail registered mail parcel airlift PAL or special handling There is no charge for Delivery Confirmation when you ship by Priority Mail and provide an electronic file to the Postal Service There is a per piece charge when you ship Package Services using the electronic option To get the latest fees go to www usps com and search for Delivery Confirmation The weighing mode that allows you to put all of the mail on the scale then remove each piece one at time As you remove each piece the system cal culates the weight and prints postage either on envelopes or tapes This saves time by eliminating the need to place each piece individually on the scale An indication that notifies the operator of a disabling event i e out of ink A plug on the machine that allows you to connect an optional external device such as a scale or a PC The envelope moistening solution
99. ed up at a certain time each day you can set your system to advance the date at the mail pickup time NOTE The date on the meter stamp should correspond to the date when your mail goes to the post office If you enter an invalid time or date the system beeps and the screen dis plays the message Invalid Time To adjust the time and enter date advance 1 2 3 4 Press the Menu key Select Set Up Press the down arrow and select Time of Day Select the option you want to set Current Time if you select this option enter the actual time Use the right arrow key to toggle between AM and PM You do not need to enter the colon between hours and minutes Press Enter to accept the time To return to the main screen press the left arrow key Date will Advance After if you select this option enter the time when you want the date to advance As soon as your system reaches the time you set it automatically advances the date 24 hours and prints that date on your postage EXAMPLE If your mail goes to the Post Office at 3 00 PM each day then set the date advance to 3 00 PM Any mail processed after 3 00 PM will have the date for the following day printed on it This ensures that the date printed on the mail piece corresponds with the date it is brought to the Post Office Press Enter to accept the time To return to the main screen press the left arrow key Daylight Saving if you select this option you wi
100. elope or tape Screen Display Job Report lt Account Name gt lt SubAccount gt lt Sub SubAccount gt Account Number lt Account Number gt Pieces lt Account Piece Count gt Job lt Mode gt Printed Report The Job Report gives the following information Time date printed report printed Meter Stamp Serial Number identifies the meter which printed the report Station ID A user defined number to identify the meter Pieces Total of pieces processed for the account Postage Total postage amount charged to the account Job mode of operation Account Number Number of each account that has used postage Account Name Name of each account that has used postage SV62201 Rev C 8 11 8 Reports Data Capture Report Non US Use Only Electronic Return Receipt Report The Data Capture Short Report provides information on the data that is transferred from the mailing system through Pitney Bowes Data Center to the Post Office The Data Capture Report prints on an envelope or tape This report can be used as a firm mailing book Form 3877 for proof of mailing for Certified Mail A USPS clerk can round date stamp this form which can be generated after processing a batch of Certified Mail with e Return Receipt Verify with your local postmaster this facsimile will be accepted in place of the actual USPS Form 3877 USPS Form 3877 Facsimile Mixed Special Services Customer DUNS Number
101. ely covered with the protective backing and that you have a clean straight cut 4 Put the tape back in so that it feeds from the bottom of the roll to the right NOTE The protective backing on the tape should be facing down 5 Pull about 12 inches of tape from the end of the roll up toward the cover and then loop it down into the slot Feed the tape back into the tape slot 6 From the Out of Tape screen select Press Tape to feed tape to feed the tape through the machine The machine auto matically cuts off the excess tape 7 Close the feed cover 8 If this problem persists call the Help Desk Refer to the Pitney Bowes Contact Informa tion List in this guide Printing Problems Description Possible Causes Solution No postage is print ing The Postage Mode is set to Seal Only From the IntelliLink Control Center press the Mode key and select the appropriate postage mode option displayed on the screen Refer to the Selecting the Postage Mode sec tion in Chapter 4 in this guide Postal Inspection is required Your mailing system performs an auto matic postal inspection every time you do a refill If you have not done a refill in the last 120 days you will not be able to print post age Add postage If you do not need to add postage at this time simply log onto the Pitney Bowes Data Center and check for updates The sys tem will automatically perform a meter inspec tio
102. ent NOTE These quantities require a minimum of 80 impressions per day Internal Modem Telephone Cord for Analog Line 56 Kbytes sec 26 AWG or smaller Optional Integrated Scale Platform 5 or 10 lbs capacity Advertisements Inscriptions Up to 10 custom advertisements plus preloaded advertisements see Chapter 4 Meter Stamp Options section in this guide for a list of the preloaded advertisements Up to 20 custom inscriptions plus preloaded inscriptions see Chapter 4 Meter Stamp Options section in this guide for a list of the preloaded inscriptions Permit Mail Image Maximum number of images is 3 Maximum identifying image name ength is 15 characters An option you may be able to purchase Not available on all systems 1 The actual throughput of your mailing system will vary depending on the material processed the skill of the operator and whether you are running in reduced speed mode Refer to Chapter 4 Running Mail for information on running in reduced speed mode SV62201 Rev C 12 12 Specifications Accounting Features INVIEW Accounting Up to 50 accounts Up to 15 operators 2 custom reports 4 000 transactions Optional Budget Manager Up to 3000 accounts Up to 50 operators 1 32 custom carriers 1 50 custom class fee 1 15 custom reports 10 000 to 15 000 tranactions 12 4 SV62201 Rev C DM525 and DM575 Series
103. enu key Select Set Up then press the down arrow and select Scales Rates Press the down arrow depending on your system you may have to press it twice and select Auto Rate Large Env e If you want to post large envelopes using the Flat category select Yes Post as Flat e If you do not want to post large envelopes using the Flat cateogry select No Display Error The system returns to the Scale Rates Set Up menu 5 15 5 Mailing System Setup Setting Up This section describes how to set up Post Postage By age By Phone Meter Payment System on Phone Network Set Up your mailing system It also includes Phone advanced phone setup instructions for Gen EE S Meter modifying individual phone connection KE gt PB Phone Payment parameters user ID and password and server IP address P Secondary PB System gt My Phone To access the Postage By Phone System p Modem Type setup options press the Menu key on the LAN Fi i IntelliLink Control Center select Set Up q SE from the main screen and then select Kr son Eu Phone Network Set Up amale efi All of the possible options are listed on the menu at the right Phone Network Your Pitney Bowes representative uses this to set up your Postage By Set Up PBP Phone Meter Payment System account when installing your mailing sys Account tem Your account number is supplied by Pitney Bowes when you order your system Do not change this unless you are directed to do so by P
104. eport is an extensive report that gives you comprehen sive information about your total mailing system You can only print the entire system set up However the entire report must be printed on an attached printer It provides information on Serial Numbers Meter IntelliLink Control Center Meter Stamps Base and Postal Security Device Software Versions IntelliLink Control Center Postal Security Device Scale Software Rates Module Downloaded Features Features Rates Software Scale Capacity Number of Uploaded Records Funds and Piece Information Funds Used Funds Available Control Sum Total Pieces Batch Value Batch Count Warning Values High Value Low Funds Maximum Settable Value Time Settings Time Zone Offset Daylight Time Offset Daylight Savings Clock Drift Adjustment Date Advance Time Advertisements Advertisement ID and Name Inscriptions Inscription ID and Name Accounting Set Up Accounting Feature on off System Passwords Number of Accounts Modem Set Up Dial Out Prefix Dial Method Local Number Pitney Bowes Number PBP Account Initialization String Scale Settings Adjustment for Motion AutoScale Trip Weight Units Origin Location Code AutoClear Clear Zone If New Class ZIP Zone Prompt BMC Intra ZIP Add ZIPs to Zone Discount Code Min Confirmation Ser vice Scale Capacity Presets SV62201 Rev C 8 9 8 Reports Error Report This feature m
105. ess Enter e Select Status to toggle between locking and unlocking the operator e Select Password to edit the operator password Type in the opera tor password and press Enter e Select Report Printing to toggle between enabling and disabling report printing capabilities for the operator e Select Access Level to toggle between operator and supervisor access privileges 6 Press Enter to save your changes 7 Press the left arrow key to return to the Main screen Any changes you make will be seen by the edited operator the next time he or she logs on to the system 7 12 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Working with INVIEW Accounts INVIEW Accounting Account Structure This section contains the basic instructions necessary to set up and main tain accounts on your mailing system e INVIEW Accounting Account Structure e Creating an Account e Creating an Subaccount or Subsubaccount e Viewing or Editing an Account e Deleting an Account You can use INVIEW Accounting to track and account for postage used by departments or individuals within your organization Your system is set up to accept a total of 74 characters for single level accounts a total of 73 characters for an account and sub account and a total of 72 characters for an account subaccount and subsubaccount When accounts are linked account subaccount or acc
106. estination select Clear set destination to none e To retain the destination select Retain use previous destination 3 The system returns to the Scale Rates Set Up menu Use this option to set the system to automatically clear the destination value so that the destination value is blank each time you are prompted to enter a destination or to automatically retain the destination value 1 Press the Menu key on the control center and select Set Up Press the down arrow key and select Scale Rates 2 Select Autoclear Dest Value e To clear the destination select Yes Clear Destination Value e To retain the destination select No Retain Last Destination 3 The system returns to the Scale Rates Set Up menu This feature may be offered as a standard or optional feature and is not available on all Pitney Bowes solutions Please contact your local account representative to determine if this option is accessible on your system If the class and weight of your mail requires you to provide a destination ZIP or Zone code select this option to enter a ZIP or Zone code 1 Press the Menu key on the control center and select Set Up Press the down arrow key and select Scale Rates 2 Select ZIP Zone Prompt 3 If you prefer to enter ZIP codes all the time when you are running mail select ZIP Code If you prefer to enter Zones all the time when you are running mail select Zone 4 If you use both ZIP and Zones when running mail select Prompt
107. et to First Class 1 oz mail After you define all of your presets you can invoke the normal preset val ues simply by pressing the Normal Preset key To select any of the other presets press the Custom Preset key and select the preset you want for the particular mailing operation SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Defining Normal Preset Values SV62201 Rev C When defining the normal preset values the mailing system will prompt you to select a class of mail if you are using Key In Postage mode Selecting a class will ensure your preset values are updated automatically when post age rates change NOTE You can elect to save the normal preset without a selecting a class but your preset values will not update automatically when postage rates change Enter the values you use most often to run a mail job for example the weighing mode the postage value class and carrier etc NOTE Proceed as if you were actually running a job Select the mode and class and service etc By doing this you are entering the values that you will use for the normal preset Refer to Chapter 4 Running Mail in this guide for more information on selecting mode and class Press the Custom Presets key A list of presets starting with O Normal appears Do not press any of the screen keys corresponding to these presets Press the right arrow key Set up Presets appears next to the right
108. ge meter see Adding Postage in this chapter Before adding postage to your meter you should check the funds available through the Postage By Phone System Remember with your new mail ing system it is no longer necessary to prepay for postage Your mailing system is designed to save you time and make adding postage to your meter even more convenient Although you can still prepay you can take advantage of the full meter capabilities and add postage now and be billed later Please allow up to seven days for your check to post if you plan to add postage to your meter using pre paid funds To check your account balance 1 Press the Funds key Select Get Postage by Phone Balance The system dials Pitney Bowes to connect to your account When the connection is made the system displays your Postage By Phone System balance 3 Select Done to return to the main screen 6 6 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Adding Postage Postage Pass Automated Postage Refill To add postage from your Postage By Phone System account to your postage meter follow these steps 1 Press the Funds key 2 Select Quick Refill or Other Refill Amount 3 If you have set up a supervisor password you are prompted to enter the password now Enter the password and press the Enter key 4 If you select Quick Refill the system adds the same amount it did the last time you added postag
109. he transaction log to end Type in the date in MMDDYYYY format Press Enter when done Press Enter to preview the transaction log Press Enter again to print the transaction log to an attached printer SV62201 Rev C 7 19 Ze INVIEW Accounting Transferring Transaction Data Clearing the Transaction Log You can use the transfer transaction data option to correct transactions that have been processed against with the wrong account Follow the steps below to select the transaction you want to transfer 1 2 Press the Menu key Select Set Up Accounting Set Up then Transaction Options The Transaction Options screen appears Select Transfer a Transaction The Select Transaction By screen appears Use one of the following methods to select transactions e Select Date to view the transactions processed on a specific date Type in the date and press Enter e Select Account to view the transactions processed against a spe cific account Select an account from the list provided e Select Date and Account to view transactions processed against a specific account on a specific date Type in the date and press Enter Select an account from the list provided Use the left and right arrow keys to sort through each of the transac tions that met your date and or account criteria Press Enter once you have found the transaction you want to transfer The Select Account To Transfer To screen appears Select the account
110. ibrations The Class if new Piece Dest if new Piece and Dest if new Class options allow you to specify if you want to clear or retain the class or destination ZIP Code or Zone whenever you put a new piece of mail on the scale The list of options that displays depends on the model number of your mailing system All of the options are listed in the menu on the right 1 To access the scale rates options press the Menu key on the IntelliLink Control Center and select Set Up from the main screen Press the down arrow key and select Scale Rates 2 If you have set up a Supervisor pass Scale Rates Set Up P Attached Scale gt WOWO Weight Limit gt WOW Start Key gt Autoscale gt Diff Weigh Trip Wt gt Carrier Class Disp gt Class if new Piece gt Dest if new Piece gt Dest if new Class gt Autoclear Dest Value gt ZIP Zone Prompt gt BMC Intra ZIP P Add ZIPs to Zone 0 P Discount Code gt Cim Svc gt Smart Classes P Auto Rate Large Env word for Scale Rates you are prompted to enter the password This option appears only if you have an integrated scale or an attached external scale connected to your mailing system Use this option to select how much time your system allows the scale to settle Normal or Adjust for Motion Select Adjust for motion if your mailing system is in an environment subject to vibrations such as near air conditioning vents or closing doors If you select this th
111. in the date and press Enter b Select End Date 2 and set the end date for the second custom period The end date for the second period must always be the same as or after the end date for the first period Press Enter 6 Press the left arrow key to exit set up NOTES for Custom Periods e For custom periods only you can extend the end dates at any time dur ing the period The end date for custom period 2 must always be the same as custom period 1 or after custom period 1 e Once the end date is reached you must clear the account data extend the end date or both You will be prompted to print the data before it is cleared When the period expires you will not be allowed to run mail until you either clear the data or extend the period SV62201 Rev C 7 5 Ze INVIEW Accounting Setting Upa Global Surcharge or Discount When you select the surcharge method from the Set Up menu you are set ting a global surcharge or a surcharge that applies to each transaction or batch processed by INVIEW Accounting unless a batch surcharge overrides it You can apply a global surcharge per piece of mail per transaction and or per transaction percentage s A per piece of mail surcharge is calculated by multiplying the number of pieces processed by the surcharge setting The per piece surcharge can be set anywhere from 1 00 to 1 00 e A per transaction surcharge is applied to each batch or transaction run on
112. ing Guide Setup Options 1 Press the Menu button 2 Select Confirmation Services 3 Select the right arrow to go to Set Up CFM Svcs You are now in the Cfm Svcs Setup Screen Each option is explained below e Apply Label Prompt If this option is on the system automatically prompts the operator to apply the barcode label to each Confirma tion Services mail piece e Upload Records Prompt When on this option prompts the oper ator to upload records after each Confirmation Services piece of mail is run e Receipt Prompt When on this option prompts the operator to print receipts after uploading records e Postal Manifest Prompt When on this option prompts the opera tor to print the manifest report after uploading records e DelCon Customer Reference If this option is on and Delivery Confirmation is selected the system will prompt the operator to enter a customer reference number e SigCon Customer Reference If this option is on and Signature Confirmation is selected the system will prompt the operator to enter a customer reference number e E Certified Customer Ref If this option is on and E Certified is selected the system will prompt the operator to enter a customer reference number e BPOD for SigCon If this option is on and Signature Confirmation is selected the system will include your D U N S Number for bulk signature retrieval e Records Warning This option allows the operator to enter the number
113. ing a postage amount will change the postage mode Select what should happen when the Start key is pressed e Select Revert to WOW to process the piece of mail in WOW mode e Select Use Current Mode to process the piece of mail in the current postage mode 1 Press the Menu key on the control center and select Set Up Press the down arrow key and select Scale Rates Select WOW Start Key Select the appropriate option Press Clear or press the left arrow key to exit RON You can set AutoScale to On or Off Select On to enable the AutoScale feature When a mail piece is placed on the scale it will automatically weigh and rate the mail piece Select Off to disable this feature If you disable this feature and your sys tem has an attached scale you need to select the Attached Scale mode when running mail if you want your system to weigh the mail and calculate postage Refer to Selecting the Postage Mode and Running the Mail in Chapter 4 of this guide 1 Press the Menu key on the control center and select Set Up Press the down arrow key and select Scale Rates 2 Press the screen key for the AutoScale selection to toggle between On and Off 3 Press Clear or press the left arrow to exit SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Scale Rates Diff Weigh Trip Weight Scale Rates Carrier Class Display Scale Rates Class if New Piece SV62201 Rev C Use this optio
114. ing the Business Manager application The action performed which sets the scale at zero in order to assure accu racy The service that delivers your mail such as the USPS or Federal Express Certified Mail is a service offered by the United States Postal Service for a fee in addition to postage Sending Certified Mail provides a delivery record that the Postal Service maintains for a period of two years For additional Certified Mail options see Return Receipts or Restricted Delivery in this glossary Please refer to the USPS web site at www usps com for rates Enables you to select the correct class for your mailing e g First Class Priority Express Flat Rate Press to clear an entry or if no data has been entered press to take you to the previous screen Place to connect an optional Pitney Bowes scale printer or a PC The IntelliLink Control Center is the module mounted on top of the mailing machine that contains the graphic display function keys alpha and numeric keys and the Postal Security Device PSD Importing account information to a program on your PC A 2 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Delivery Confirmation Differential Weighing Error Message External Device Port E Z Seal Sealing Solution Feed Deck FIM Facing Identifi cation Mark Funds Funds Key High Value Warning Indicia Ink Cartridge Inscription Insp
115. ings 3 Select Operators If operators have been enabled the Enter Supervisor Password screen appears At this point you must enter a supervisor password to con tinue with the operation or log off the system Select Delete Operator The Select Operator screen appears Select the operator you wish to delete or type in the operator name and press Enter The Delete Operator screen appears 6 Select Yes 7 Press the left arrow key to return to the Main screen is The Viewing Editing Operators screen allows you to access operator spe Editing cific information that has been entered into INVIEW accounts You can Operators view or edit the operator s name lock or unlock the operator enable dis able or edit a password enable or disable report printing and edit the access level This operation requires that you have supervisor privileges 1 Press the Menu key 2 Select Set Up then select Basic Settings 3 Select Operators If operators have been enabled the Enter Supervisor Password screen appears At this point you must enter a supervisor password to con tinue with the operation or log off the system 4 Select View Edit Operators 5 Select the operator you wish to view and or edit The Operator Informa tion screen appears This screen allows you to view and edit the basic settings for the operator you have selected e Select Name to edit the operator name Type in your changes to the operator name and pr
116. inter Nozzle Prompt Quick Refill Rate update Reports Key A code that locks the mailing system with a four digit password preventing unauthorized use of your meter You may set your machine to warn you when your funds go below a speci fied amount Press to view the main settings and options available See Postal Security Device Postage stamp printed directly on a piece of mail or tape using a meter device in place of traditional glue or adhesive affixed stamps This type of postage requires a special form of indicia called an information based indi cia IBI The US Postal Service s IBI Program IBIP is the program that makes printing of postage by a meter device possible Mail consisting of varying lengths and widths Press to choose from a variety of mail processing modes That part of the mailing system that dials the Pitney Bowes Postage By Phone Meter Payment System center and transfers information over the phone The part of the IntelliLink Control Center that you use to enter amounts and numbers See Supervisor Password A permit is a special postal mark used instead of the usual meter stamp imprint You open a permit account at the Post Office These permits pro vide you with special processing or discount rates The Pitney Bowes system that allows you to purchase postage over the phone line See Postal Security Device The PSD contains the funds and performs all of the calculations necessary to
117. ion needs 3 Select Account to choose an account from the available accounts on your system to run the manual transaction against Use one of the fol lowing methods to select an account e Manually scroll through the account list then press the screen key that corresponds with the account name or e Press the left arrow key to toggle the speed code search type in the speed code and press Enter or e Press the left arrow key to toggle the account name search type in the account name and press Enter 4 Select Class to set the postage class Follow the prompts to select the appropriate carrier class and special service options 5 Select Actual Postage to set the actual postage amount for a piece of mail Type in the actual postage amount for a piece of mail and press Enter 6 Select Charged Amount to set the postage amount that you will be charging for each piece of mail This is the actual postage amount plus any surcharges you may want to add Type in the charged postage amount for a piece of mail and press Enter 7 Select Piece Count to set the number of pieces of mail you want to process Type in the number of pieces you want to mail and press Enter 7 18 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide 8 9 Select Weight to enter the weight of a piece of mail Type in the weight and press Enter Select Job ID to assign a Job ID to the manual transaction a Type in th
118. ion option Use the down arrow key to scroll through the inscriptions Press the screen key that is next to the inscription you want The inscription then appears next to the meter stamp The inscriptions provided with your system are shown here ARON Presorted First Class Air Mail Presorted Standard Printed Matter Non Profit Organization First Class Standard Priority Mail Par Avion Presorted H W z D 2 Oo Ka pm amp ee SE 6 S 2 E K ot T OT et st Or 3 gt mo of Z 2 SS umm E 2 og te 5 25 f ee 2b b Q m r of 2 ZT E st rg T H ar oF D 5 Gel oa st n L D This selection allows you to move the print position of the meter stamp away from the right edge of the envelope Press the Menu key Select Meter Stamp Options Select the Print Position option Use the left and right arrow keys to switch between the possible posi tions 1 5 where 1 is the position closest to the right edge Pons This provides an alternate method for printing multiple tapes Press the Menu key Select Meter Stamp Options Select the Multiple Tapes option Enter the number of tapes you want to print Press Enter AR ON This selection allows you to add a custom message adjacent to the meter stamp For more information about custom messaging refer to Creating Custom Messages in Chapter 5 Press the Menu key Select Meter Stamp Options then select Text Entries Select the custom message you want to print on the enve
119. it is time to apply a bar code Apply barcode label to package 1 Press the Menu key on the control center and select Set Up Press the down arrow key and select Scale Rates 2 Select Confirm Svc Barcode Prompt to toggle between on and off 3 Press Clear or the left arrow to exit The Smart Class capability of the DM Series mailing system software has been enhanced to provide fully automatic printing of postal inscriptions or postal endorsements With the Smart Class feature you are able to set the WOW Weigh On The Way in an automatic mode to allow changes in Class based on the weight of the mail piece Example Auto matically switch between Presort Classes depending on the weight of mail pieces Now the system can also automatically switch between Postal Inscriptions i e PRESORT or Postal Endorsement i e MEDIA MAIL ADDRESS SERVICE REQUESTED that you choose for each weight break Two steps are required to use this feature First you must select an adver tisement and or inscription while setting up the Smart Class template Second you must turn on the printing capability of printing Auto Inscrip tions See Setting Up a Smart Class with an Auto Inscription in this sec tion for more information Creating a Smart Class with an Auto Inscription The following example shows how to set 3 different weight breaks The weight breaks will use the following three classes For weight
120. iting Report Macros 1 2 3 DAR Press the Reports key Select Accounting Reports and then Report Macros Press the right arrow key to enter the Set Up menu The Set Up Report Macro screen appears Select View Edit Macro Select the macro you want to view or edit The Edit Macro name screen appears e If you want to rename the report macro use the left arrow key to delete letters in the macro name or press the Clear key to clear the name Type in the new macro name and press Enter If you want to keep the existing macro name press Enter To replace a report in the macro press the screen key that corresponds with the report you want to replace Follow the prompts and select the appropriate report options If there are Available options you can add reports to them as well Press Enter to save your changes Deleting a Report Macro Follow the step below to delete a report macro from the system 1 2 3 DOR Press the Reports key Select Accounting Reports and then Report Macros Press the right arrow key to enter the Set Up menu The Set Up Report Macro screen appears Select Delete Macro Select the macro you want to delete The Delete Macro screen appears Select Yes to delete the macro SV62201 Rev C 7 25 Ze INVIEW Accounting Custom Reports You can design your own report formats using the Custom Reports Report Generation feature This tool allows you to select the report format
121. itney Bowes Phone Network If you need to dial a number in order to reach an outside line use this Set Up Dialing option to enter that prefix number Prefix 1 Press the Menu key on the control center Select Set Up from the main screen then select Phone Network Set Up 2 Select Dialing Prefix 3 Use the numeric keypad to enter the number you need to dial to reach an outside line for example 9 To enter a symbol hold down the Symbol key and at the same time press the key for the symbol for example the or keys 4 Press the Enter key Phone Network Use this option to enter the Pitney Bowes phone number that you use to Set Up PB add postage to your postage meter Phone 1 Press the Menu key on the control center Select Set Up from the main screen then select Phone Network Set Up 2 Select PB Phone This number is supplied by your Pitney Bowes rep resentative 3 Use the numeric keypad to enter the phone number you need to dial to connect to Pitney Bowes to add postage or select Reset to Factory Phone Number to change back to the number present when the sys tem was delivered 4 Press the Enter key 5 16 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Phone Network Set Up Secondary PB Phone Network Set Up My Phone Phone Network Set Up Modem Type SV62201 Rev C This feature may be offered as a standard or optional feature and is not available on all
122. l transaction data Press the Menu key Select Set Up then Accounting Set Up Use the down arrow key to scroll through the list of accounting set up options Select Clear Account Data Select Clear Data Select Yes Press the left arrow key to exit set up D DARY SV62201 Rev C 7 9 Ze INVIEW Accounting 2 Setting Up Operators Enabling Operators Enabling Operator Passwords This section contains the basic instructions necessary to set up and main tain operators on your mailing system e Enabling Operator Passwords e Creating Operators e Enabling Operators e Setting Operator Auto Log Off e Deleting Operators e Viewing and Editing Operators Follow the steps here to set up your mailing system so that you can assign operators and require each operator to enter his or her operator ID and password If operators have already been enabled on your system then you will need supervisor privileges to complete this operation 1 Press the Menu key 2 Select Set Up then select Basic Settings 3 Select Operators If operators have been enabled the Enter Supervisor Password screen appears At this point you must enter a supervisor password to con tinue with the operation or log off the system 4 Press the screen key for the Operators selection to toggle between On and Off This change will take effect the next time you or another operator logs onto
123. l Mailing System Operating Guide Mode Selection Key in Postage Mode Selection WO Weigh On The Way Use this mode if you know what the correct amount of postage is for your mail and you intend to apply this postage to each piece 1 Press the Mode key 2 Select Key In Postage 3 Key in the correct postage value using the numeric keys on the IntelliLink Control Center then press the Enter key 4 If you are done place the mail on the feed deck and press the Start key otherwise go to step 4 5 If you want to change the date add or change an advertisement or inscription press the Menu key and select Meter Stamp Options For more information refer to Selecting the Meter Stamp Options in this chapter 6 When finished place the stack of mail or piece of mail on the feed deck and press the Start key This feature is available only on systems that have the optional Weigh On The Way WOW module installed WOW feature increases your productivity by weighing the piece of mail and applying the correct postage as it travels through the mailing machine WARNING Do not lean on or disturb the system while it is process ing mail in this mode It will affect the amount of postage applied to the mail piece To run mail in the WOW mode 1 Press the Mode key 2 Select WOW Weigh on the Way 3 Press the Class key and select the class For more information refer to Selecting the Class Carrier Speci
124. lass Key Clear Key Communications Port Control Center Data Exchange A feature of the mailing system that allows you to charge postage to individ ual accounts A Pitney Bowes mail accounting system software application that allows you to record postage transactions to track costs so you can charge these costs to accounts or customers Advertisements contain messages and graphics you can print next to the meter stamp The part of the keyboard used to enter accounts and other set up informa tion Text consisting of alphabetic and numerical symbols that can include punc tuation marks and other conventional symbols The keys you can use to move to new menus scroll through menus and select options This slot is on the right side of the IntelliLink amp Control Center on the mailing machine and accepts the plug in art card The art card contains ads inscriptions and permits A series of vertical bars and spaces that represent a correct ZIP code for the delivery address on a piece of mail This is an optional enhanced accounting package you can acquire for your DM Series Digital Mailing System It allows you to create and more accounts with higher levels of detail Business Manager is an enterprise accounting system that allows you to capture and manage postal transactions from the several different Pitney Bowes meters mailing machines and mailing systems You can manage all systems from a single host PC that is runn
125. ld cause serious injury CAUTION Alerts you to conditions or practices that could cause damage to the equipment or to the material being run IMPORTANT Alerts you to conditions or practices that could adversely affect equipment operation if instructions are not followed exactly NOTE Provides a comment or explanation of the associated topic FCC Compliance This equipment has been tested and found to comply with the limits for a Class A digital device pur suant to part 15 of the FCC rules These limits are designed to provide reasonable protection against interference when the equipment is operated in a commercial environment This equipment gener ates 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 Operation of this equip ment in a residential area is likely to cause interference in which case the user will be required to cor rect the interference at his own expense Use only a shielded interface cable to operate this equipment with a scale or other peripheral device CAUTION Changes or modifications to this equipment not expressly approved by the party responsible for compliance Pitney Bowes could void the user s authority to operate the equipment FCC Compliance of Modem This equipment complies with Part 68 of the FCC rules and the requirements adopted by the ACTA On the b
126. le 2 Press the Menu key 3 Press the down arrow key and then select Confirmation Services 4 Select Add Record The Select Class screen appears 5 Select the class for example Priority Mail The Select Service screen NOD 10 appears Select the service for example E Del Con Press the Enter key At this point you are prompted to enter the 5 digit destination ZIP Code Use the numeric keyboard to enter the code Press the Enter key and the Barcode screen appears e Ifthis is the first time you are entering a confirmation service the screen is blank and you need to enter the entire barcode value If you have a barcode scanner you can scan in the number If you have used the confirmation service before the next barcode value in the series of barcode labels appears minus the last digit e If you have used all of the labels in a series of barcode labels make sure you start with the top label with the lowest last 4 digits and not the bottom label with the highest last 4 digits If you have a barcode scanner you can scan in the number e If you are using a barcode scanner and have set up your system to automatically enter the barcode value see Setting Auto Enter in Chapter 5 in this guide go to step 9 If you type in the barcode value enter the last digit of the number from the label you will use Then press the Enter key Once you have entered or accepted the displayed barcode value you get a
127. ll be able to turn the Daylight Saving mode on or off Select Turn off or Turn on To exit the Daylight Saving mode press the left arrow key NOTE Turn Daylight Savings Time on in the Spring and off in the Fall 5 5 5 Mailing System Setup O Setting Up a Supervisor Password Creating a Supervisor Password Password Protecting an Operation O Setting Up a Lock Code 5 6 You can limit access to the following operations by creating a supervisor password Adding Postage Refill e Clearing Batch Information the number of pieces of mail your system processes e Setting up Scale Rates e Accounting Set Up Whenever you perform any of these operations the system prompts you for the password Press the Menu key Select Set Up then select Basic Settings Select Supervisor Set Up Enter the current password if prompted Select Edit or Add Supervisor Password to create or change an existing password The system prompts you to enter the password and then confirm it Pons NOTE Passwords are case sensitive and must be at least 4 characters or digits long Press the Menu key Select Set Up then select Basic Settings Press the down arrow and select Supervisor Set Up Select the option that corresponds to the operation you want to pass word protect The options are a Refill select this to require a password for adding postage b Clear Batch select this to require a password before you c
128. lope Press Enter when done Press the left arrow key to return to the Main screen AR ON SV62201 Rev C 4 21 4 Running Mail Using Electronic Confirmation Services Overview The United States Post Office USPS provides three types of confirmation services e Delivery Confirmation shows you when the postal carrier delivered the mail e Signature Confirmation shows you who signed for the mail e Certified Mail provides you with proof that you mailed the item Each of these services has its own barcode labels Using preprinted bar code labels provided by Pitney Bowes you can electronically process and submit records for the three types of USPS Confirmation Services to the Pitney Bowes Data Center Postage Calculation for Confirmation Services As soon as you weigh your piece of mail and select the class and service your mailing system automatically calculates the postage NOTE When using these services you cannot type in the postage manually You can however use manual weight entry Discounts for Confirmation Services e When you use any of these services with your mailing system and send the barcodes electronically over the phone line you get a discount on the cost of the service In some cases like adding Electronic Delivery Confirmation to a Priority letter you only pay the postage required for Priority mail NOTE Your discounts are valid only if you use the barcode labels pro
129. ment of the USPS must approve the application or endorsement format for mail deposited as Drop Shipment Authorization Contact the USPS directly for further guidance SV62201 Rev C 5 29 5 Mailing System Setup Taking the Call your Pitney Bowes representative if you need to return the postage Meter Out of meter contained in the IntelliLink Control Center to Pitney Bowes When instructed follow the procedure here Service 1 Press the Menu key and select Set Up Select Take Meter Out of Service Select Transfer Funds from Meter This transfers the funds from your meter back to your account 4 The system transfers the funds and displays the amount transferred 7 To print this amount on an envelope place an envelope on the feed deck and press the Start key To print on a tape simply press the Tape key Adding an You can connect a Pitney Bowes USB printer to your mailing system To Optional add this optional external printer all you need to do is plug the USB con Printer nector from the printer into one of the two upper most USB connectors on the back of the mailing system base Your mailing system recognizes the printer as soon as you plug it into the base The dual USB ports are located on the right back corner of the system base as shown here USB Ports 5 30 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Configuring the Optional Barcode Scanner SV62201 Rev C
130. n Your postal rate or special service requires a ZIP Code or Zone Enter the ZIP Code or Zone Refer to the Enter ing ZIP Codes and Zones section in Chapter 4 in this guide 10 8 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Printing Problems Description Possible Causes Solution Meter imprint is out of alignment Envelope is skewing on the feed deck Adjust the thickness adjustment knob to corre spond to the envelope thickness For thicker pieces of mail 3 8 to 5 8 or mail containing several inserts use the thick mail setting For mail containing only single inserts or for post cards use the normal mail setting Thick mail setting 14053 cy Normal mail setting Position the side guide close to but not touching the envelope Meter imprint is streaked or incomplete poor print quality AOS POos 2 i 4 d KA Mk ENT Ces RUE 2 M Ee SE PITNEY BOWES AA AAN d UU A9 I AM 45 NAM WI LereV VE k LO ech H Wl PR TA i sop aneroae Lade MAILED FRON ZIP COLE 00404 The printer nozzle requires main tenance Clean the printer nozzle and run a test print as described in the Cleaning the Printer Nozzle ection in Chapter 9 in this guide You need to change the printhead and wiper blade assembly If you have already cleaned the printer nozzle and this fails to correct the problem y
131. n If you already have a Certified Mail solution or acquire one outside of Pitney Bowes you can use the Off line ERR feature to process your Certi fied Mail and Electronic Return Receipt without entering or scanning the tracking number into the meter The appropriate fees for Certified Mail and ERR will be applied to the mailpiece automatically You then refer to your service provider s application to track the mail and obtain the electronic return receipt Follow the steps below to select the Off line ERR feature On the main screen select Class The Select Class menu opens Select 1stCl Letter Select Letter Select Certified Select Offline eRR Press Enter The system returns to the main screen ARON 4 30 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Adding Postage or Changing the Date If you do not have the correct postage or date on a piece of mail you can add more postage or change the date directly on a piece of mail If you pre fer you can print the corrections on at a tape instead and then apply it to the piece of mail To add more postage 1 If you are printing more postage on an envelope and if the envelope is sealed press the seal key and select Sealer Off If you are printing on a tape go to step 3 2 Turn the piece of mail around 180 degrees so that the meter stamp is in the lower left corner as shown here Then place the envelope on the feed deck
132. n Services from the Select Report screen you can choose one of the following options View or print a specific record You can scroll through the uploaded records one at at time You can print to a tape or envelope Print receipts for last batch sent If a tape is loaded the system prints the receipts Print summary to attached printer You must have an external printer attached Screen Display Barcode Service Postage Class ZIP Date Uploaded gt Print tapes for last group sent Confirmation Services Report Printed Report System Printer The report provides the following information about a piece of mail Barcode or package identification code Destination ZIP Code of the package The Postage by Phone Meter Payment System account number Meter Serial number Date and time record was uploaded via IntelliLink Control Center A fill in space where the customer can write in the recipient and delivery address Printed Report Attached Printer The external printer version of the USPS Services Report provides the fol lowing information for each package Package identification barcode Amount of postage used Class of mail for the package Type of Special Service used Destination ZIP Code Date package was uploaded via IntelliLink Control Center SV62201 Rev C 8 7 8 Reports Account List The Account List Report lists the names and numbers of all accounts that Repor
133. n also acquire the enhanced accounting package Budget Manager Budget Manager allows you to create more accounts with higher levels of detail For more information on Budget Manager refer to Budget Manager Operator Guide SV60957 Business Manager You can connect your DM Series system directly to a Business Manager host PC and control all of your accounts operators and postal transaction data through the Business Manager Administration module For more infor mation on Business Manager refer to the help within the Business Man ager application Ads and inscriptions are messages you can include in the meter stamp A number of standard advertisements and inscriptions are included with your mailing system You can order customized ads and inscriptions by calling the Pitney Bowes Supply Line refer to the Pitney Bowes Contact Infor mation List at the front of this guide for the phone number For information on ordering ads and inscriptions refer to Chapter 11 Supplies and Options in this guide When you order additional advertisements or inscriptions you receive an art card which you insert into a slot on the side of the IntelliLink Control Center Once installed you can select an advertisement or inscription when you run mail Shape based rates are USPS rates that are based on the weight and dimensions thickness length width of the mail piece All DM Series mailing systems support this rating structure You can p
134. n to set the minimum weight that a piece of mail must weigh in order to use the differential weighing mode to print postage on a tape or on a piece of mail For more information on differential weighing refer to Selecting the Postage Mode and Running the Mail in Chapter 4 of this guide When your system is shipped the trip weight is set to 0 5 ounces 10 grams It is best to set the trip weight as high as possible to match the low est weight that you will use For example a 10 envelope with a single insert typically weighs 0 4 ounces In this case you would set the trip weight to 0 4 ounces This will improve the efficiency of your system espe cially in the AutoTape mode 1 Press the Menu key on the control center and select Set Up Press the down arrow key and select Scale Rates 2 Select the Diff Weigh Trip Wt option and use the numeric keypad to enter the trip weight 3 Press the Enter key to set the weight Use this option to control how the carrier and class are displayed on the Main screen 1 Press the Menu key on the control center and select Set Up Press the down arrow key and select Scale Rates 2 Select Carrier Class Disp e Select Class Only if you only want the class to display on the Main screen e Select Concatenate Carrier and Class if you want the carrier and class to display on the main screen NOTE If you select this option the carrier and class name will be concatenated or broken out onto mul
135. n with the funds you have If you do not have enough funds see Chapter 6 Adding Postage in this guide Thick Mail Setting LOIS SV62201 Rev C 4 7 d Running Mail Tips on Feeding e Presealed Envelopes If you are using presealed envelopes make Mail sure you press the Seal key on the IntelliLink Control Center and select Sealer off or the envelopes will jam e Pieces of mail that are 5 8 thick If you are running pieces of mail that are each 5 8 thick you must run them one piece at a time Do not stack them on the feed deck and attempt to feed them automatically they will jam e Puffy mail Be sure to compress all puffy mail before placing it on the feed deck e Portrait flats or light easily damaged mail You may want to reduce the speed at which the pieces of mail travel through the machine To do this press the Mode key then press the right arrow key speed to change between normal and reduced speed e Any mail with the flap on the opposite side For mail where the indi cia is located on the side opposite of the flap the flap is on the bottom of the mail piece make sure the mail is completely sealed before pro cessing the mail in the WOW mode as shown below e Postcards You may want to process postcards using the reduced speed mode Remember to use the Key in Postage mode for post cards make sure the mail is completely sealed when you feed it through the machine if this is where you want the
136. nce Date feature turned off and you recall this preset the current date setting is not affected Example 1 If today is Wednesday and you set the advance date for 2 days and store this advance in a custom preset then if you recall the preset on the same day Wednesday it will print Fri day s date on your postage e if you recall the preset on the next day Thursday it will print Saturday s date on your postage To set advance date press the Menu button select Meter Stamp Options then select Advance Date Example 2 If you have previously set up your system so that it automati cally advances the date at 3 PM and you created a custom preset with the Advance Date set to zero that is you did not advance the date then e if you recall the preset before 3 PM it will print today s date on your postage if you recall the preset after 3 PM it will print tomorrow s date on your postage To automatically advance the date by 24 hours press Menu button select Set Up press the down arrow key then select Date will advance after Example 3 If you have previously set up your system so that it automati cally advances the date at 3 PM and you create a custom preset that advances the date by 2 days then e if you recall the preset before 3 PM the system will set the date two days ahead e if you recall the preset after 3 PM the system will still set the date two days ahead 5 25 5 Mailing
137. nd tighten the cap and replace the bottle The nozzle should be facing down and the flat side of the bottle facing the front of the sys tem 5 Close the feed cover Moistener This section describes how to clean and or replace the part of your mailing Maintenance system that moistens the flap on the envelope This part of the mailing sys tem is the moistener brush assembly and consists of the moistener brush moistener wick and moistener tank If the seal quality does not improve after cleaning you can replace the wick or moistener brush as needed To order replacements refer to Chapter 11 Supplies and Options in this guide Only a Pitney Bowes representative can install a new moistener tank CAUTION Never remove the E Z Seal bottle and the moistener tank at the same time This can result in E Z Seal leaking into the mailing machine SV62201 Rev C 9 5 9 Maintaining and Updating Cleaning or Replacing the Moistener Brush Lift the feed cover 2 Push down on the moistener brush button 3 Grasp the moistener brush assembly and pull it straight out towards you Moistener brush button Moistener brush assembly Clean the moistening brush by running the brush under warm water If you need to clean or replace the wick go to Cleaning or Replacing the Wick procedure below Otherwise go to step 6 Replace the existing clean moistener brush assembly or install a new one by pushing the assembly back
138. ner of the INVIEW INVIEW Accounting system Accounting 1 Press the Menu key Owner 2 Select Set Up then select Accounting Set Up 3 Use the down arrow key to scroll through the menu options then select Owner 4 Select Name Type in the owner s name and press Enter 5 Select Address 1 Type in the address information e g the street address and press Enter 6 Select Address 2 Type in any additional address information and press Enter 7 Press Enter to save the owner information 8 Press the left arrow key to exit setup and return to the Main screen SV62201 Rev C 7 7 Ze INVIEW Accounting Turning INVIEW Account Passwords On or Off Turning Weight By turning passwords on you can protect each account from unauthorized access NOTE Before you can turn account password protection on or off you need enable the supervisor password protection feature Refer to Setting up a Super visor Password in Chapter 4 of this guide for more information To turn account passwords on or off 1 Press the Menu key Select Set Up then select Accounting Set Up 3 Use the down arrow key to scroll through the menu options then select Account Passwords to toggle the feature On or Off Follow the steps below to turn weight breaks on or off Breaks On or Off 1 Press the Menu key 2 Select Set Up then select Accounting Set Up 3 Use the down arrow key to scroll through the menu options then selec
139. ng Register 9979 000 End Descending Register 9976 600 Start Piece Count 97 End Piece Count 121 Long Form Receipt 7 22 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide INVIEW Accounting Reports Printing Reports This section tells you how to view print and create reports unique to the INVIEW Accounting system With INVIEW Accounting you have the ability to create a broad range of accounting reports The following is a list of INVIEW Accounting reports Report Printing Queue e Report Macros e Custom Reports e Transaction Log Report e Weight Break Account Class Report e Weight Break Carrier Class Report e Weight Break Job ID Class Report Account Summary Report e Quick Profile Report e Accounting Setup Report Account List Report Account Speed Code List Report e Operator List Report Refer to the Reporting chapter in this guide for additional reporting informa tion You can print accounting reports using an external attached printer if one is connected to your system NOTE You must enable report printing for an operator in order for that operator to print a report Setting Up Operators Viewing and Editing Operators in this section for more information Follow the steps below to print a report 1 Press the Reports key Select the report you wan
140. ng system must restart in order for the change to take effect The system will restart automatically however you can select OK restart now to expedite the process Setting the Low Funds Warning Value Use this option to set a value at which the mailing system warns you that the funds remaining in the meter are getting low 1 Press the Menu key on the control center select Set Up from the main screen and then select Basic Settings 2 Select Low Funds Warning 3 Enter the low value warning amount using the numeric keyboard 4 Press the Enter key Use this option to set a value at which the mailing system warns you that you have entered a postage value that is more than the amount you are setting here This feature prevents you from accidentally printing a postage amount that is more than you need 1 Press the Menu key on the control center select Set Up from the main screen and then select Basic Settings 2 Select High Value Warning 3 Enter the high value warning amount 0 99 99 using the numeric keypad 4 Press the Enter key 5 Confirm that the high value warning amount that appears in the dis played is correct Press the key corresponding to the option you want Use this option to specify how you want the system to notify you when you are running low on ink 1st Low Ink Warning Press the Menu key on the control center and select Set Up Select Basic Settings Press the down arrow key and select 1st Lo
141. nmer 5 31 5 Mailing System Setup Navigating Hints The maximum number of options displayed is 5 To view more options press the down arrow key You can select a numbered option either by pressing the screen key next to the option or by pressing the corresponding number on the key board and then pressing the Enter key To go back one screen or more clear an entry or return to the Ready screen press the Clear key Pressing the left arrow key returns you to the main screen Other selection or navigation or help information appears at the bottom of the screen Also check for messages next to the arrow keys on the bottom right side of the screen Select Mode gt 1 Meter Stamp Options gt 2 Set Up Screen gt 3 Zero Scale Options gt 4 Maintenance gt 5 Turn Features On Arrow Keys Home lt and Help v Information More Options 5 2 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Overview of Mailing System Set Up SV62201 Rev C Follow the other procedures listed here as needed For details on each procedure refer to the section number listed here Set the Display Language 2 Adjusting the Display Contrast and Volume Control Setting the Date and Time of Day O Setting up a Supervisor Password O Setting up a Lock Code 6 Setting up the Scale and Selecting Rates Q Setting up Postage By Phone O Configuring High and Low Funds Warnings O
142. nt Select this option to change the speed code number assigned by the system e Password The account password is a four digit number that you can assign to limit access to an account As soon as you enter the name of your account the system will request that you enter the account password if it is enabled Select this option to assign change or disable the password if necessary When you are running mail passwords must be globally enabled e Create Another Account Select this option to add another account subaccount or subsubaccount to the system e Add Subaccount to Select this option to add a subaccount to your new account e Description This option allows you to type in a brief description of the account When you are done press the right arrow key to save your account information If you press the Clear key or the left arrow key during this process the system will ask you if you want to save your changes Any data charged to the existing account will be transferred to the subac count or subsubaccount you create 1 2 3 4 ON Press the Accounts key Press the right arrow key to enter the Set Up Accounts screen Select Create Account or SubAccount Select Add to an Existing Account to enter the Select Account screen The system displays a list of all the existing accounts Select the appropriate account or subaccount If necessary press the down arrow to scroll through the list Type in the name of the new
143. ntainer label Use the power cord supplied with the machine and plug it into a prop erly grounded wall outlet located near the machine and easily accessi ble 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 Do not remove the power cord s ground pin and do not use a ground adapter Make sure the area in front of the power outlet is free of obstruction DO NOT route the power cord over sharp edges or trap it between pieces of furniture Make sure there is no strain on it To reduce the risk of fire or electrical shock DO NOT attempt to remove covers or disassemble the equipment The housing encloses hazard ous parts If any components are dropped or otherwise damaged report such damage to your Pitney Bowes customer service represen tative Keep fingers long hair jewelry neck ties and loose clothing away from moving parts at all times SV62201 Rev C 1 Read This First When removing jammed material avoid using too much force to pre vent personal injury and damaging equipment To prevent overheating do not cover system vent openings When lifting covers wait for all parts to stop moving before placing hands near feeder path or printer Do not remove covers as they enclose hazardous parts that should only be accessed by a Pitney Bowes Service Representative Use only Pitney Bowes approve
144. o manu ally press the Enter key after each scan Prob SV62201 Rev C SV62201 Rev C 6 Adding Postage Postage By Phone Meter Payment System rrrrnnnnnnrrvnnnnnvrrnnnnnnvnnnne 6 2 Your Postage Meier vage heated 6 2 USPS Rekey Requirements Auen 6 3 Managing Your Postage Funde AAA 6 4 Connecting Your Postage Meter to an Analog Phone ne 6 5 Checking Available Funds in Your Postage Meier 6 6 Checking Your Postage By Phone Meter Payment System Account EE ee 6 6 Adding POSE mi ee EE ee 6 7 Postage Pass Automated Postage Hen 6 7 6 Adding Postage Postage By Phone Meter Payment System Your Postage Meter Postage By Phone Meter Payment System is a Pitney Bowes service that you use to add postage to your meter You can access the Postage By Phone System 24 hours a day 7 days a week through your IntelliLink Control Center For more information refer to the Postage By Phone Sys tem materials furnished with your system If you need assistance with Postage By Phone System If you need assistance have your account number ready and call the Postage By Phone System number Refer to the Pitney Bowes Contact Information List at the front of this guide for the phone number The postage meter on your mailing system is a Postal Security Device PSD that incorporates the latest technology approved by the United States Postal Service to secure funds This technology eliminates the need to perform phy
145. o return to the Main screen OP ON OND Deleting a Custom Message Press the Menu key Select Meter Stamp Option then select Text Entries Press the right arrow key then select Delete Select a custom message to delete Select Yes The custom message is deleted from the list Press the left arrow key to return to the Main screen DARON Envelope Guidance NOTE Always run a test print at 0 00 postage before using Custom Messag ing to ensure proper placement on an envelope Custom Messaging prints a custom message or other information directly to the left of your postage meter imprint and any Postal Endorsements or Inscriptions on the envelope This mes sage does not print on the left margin of the envelope nor does your mailing system allow for placement of the custom message on your envelope There fore before printing a mailrun using this feature you should always process a Test Print with ZERO POSTAGE to ensure that the full message is properly positioned on the envelope Drop Shipment Endorsement NOTE In most cases the Drop Shipment Authorization is printed using an Endorsement purchased from the Pitney Bowes Online Store The Custom Mes saging feature of the DM Series may satisfy USPS requirements for Drop Shipment endorsements on your mailings However the application and endorsement format must be authorized locally by the USPS Under current Postal guidelines the local business mail entry manage
146. o the records at no additional charge SV62201 Rev C 4 25 4 Running Mail Installation Setup IMPORTANT Perform the following steps in the order given 1 Verify that services are enabled a Press Existing Features b Press Confirmation Services c Verify that the services are enabled The list of services Confirmation Services that appears may look like Delivery Confirmation Enabled re shown at the Signature Confirmation Enabled 2 If you have not already done so E Certified Enabled sal Numbering System Number This number must be manually entered the first time on the Mailer ID DUNS prompt screen after ERR is enabled E Ret Receipt w Ref Enabled NOTE The Mailer ID D U N S number is a unique nine digit identification sequence that identifies businesses by geographical location The intent is to identify both the mailer and unique location of the mailer Press the Menu button Select Set Up then Basic Settings Select My Mailer ID DUNS Number Type in the Mailer ID DUNS number Press Enter when done Press the left arrow key to return to the Main screen 3 Verify the barcode scanner is set up and functional With the auto enter feature set to ON you can save some keystrokes as you step through a Confirmation Services transaction 4 Verify the printer is set up and functional GE 4 26 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operat
147. of the Smart Class appears in the main display along with the first weight break class gt Class Smart Class 1 1st Class Auto Letter 5 Digit For more information on creating a Smart Class refer to Setting up the Optional Smart Class Feature in Chapter 5 in this guide SV62201 Rev C 4 19 4 Running Mail O Selecting The Meter Stamp Options selection allows l the Meter you to change the elements printed on your Meter Stamp Options Stamp piece of mail or tape eee Options You access the Meter Stamp options by gt Ad Message pressing the Menu key on the IntelliLink P Inscription Control Center and then selecting Meter gt Piece ID Number Stamp Options gt Print Position The list of options that display depends on gt Multiple Tapes the model number of your mailing system P Custom Messaging All of the possible options shown in the menu on the right are described in this sec tion International Use Only Meter Stamp Options Date Press the Menu key Select Meter Stamp Options 3 Select the Date option Depending on your previous selections a com bination of the following selections appears e Don t Print Date e Print only Month and Year e Advance Date see NOTE 4 Make your selection and follow the prompts on the main screen Press Enter when complete N NOTE If you select Advance Date and choose to store it in a preset refer to How to Store Advance Da
148. of the envelope stack Be sure and leave a slight clearance between the side guide and envelopes about 1 16 inch clearance Adjust the thickness adjustment knob to adjust for envelope thickness For thicker pieces of mail 3 8 to 5 8 or mail containing several inserts use the thick mail setting For mail containing only single inserts or for postcards use the normal mail setting Refer to the fig ure on the right To pick a setting turn the knob to the arrow located on the feed cover Make sure you have sufficient funds in your postage meter If the message Low Funds appears on the screen make sure you can complete the mail Thin Mail Setting run with the funds you have If you do not have enough funds see Chapter 6 Adding Postage in this guide uide and envelopes about 1 16 inch clearance Thick Mail Setting Press the Mode key on the IntelliLink Control Center Select Key In Postage Key in the correct postage value using the numeric keys on the control center then press the Enter key Place the piece of mail on the feed deck and press the Start key SV62201 Rev C 3 3 Ze Mail in a Minute Printing Postage Tapes Print postage tapes for Packages Onion skin airmail type envelopes Tyvek envelopes Envelopes that are thicker than 5 8 Any pieces of mail that are outside the limits specified for mailing mate rials see Specifications Mailing Materials in Chapter 12 of this guide f
149. ommunications ports for data communications with Pitney Bowes support services and for inter facing to external devices such as a personal computer an optional scale or other peripherals If you do not have access to your organization s Local Area Network an internal modem for connecting to an analog telephone line is also available to allow data communications with Pitney Bowes support services as well as external mail parcel carriers Communications with Pitney Bowes provides the following benefits e Postage By Phone Meter Payment System refills e Remote postage inspections e USPS Confirmation Services Delivery Confirmation Signature Confir mation and electronic filing of Certified Mail e Ability to download graphic images ads inscriptions and permits e Ability to download rate change and software updates SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Accounting and Reporting Advertisements and Inscriptions Shape Based Rating Optional Permits INVIEW Accounting The INVIEW accounting and reporting feature allows you to store post age costs for 100 accounts or you can purchase an option to store 300 accounts You can run reports on single or multiple accounts and limit access to the accounts by password protecting them For more information on the INVIEW accounting package refer to Chapter 7 INVIEW Acounting in this guide Budget Manager You ca
150. on its track until it snaps into posi tion Check to make sure that the flap blade of the moistener brush assem bly is under and not over the stripper finger as shown here Stripper Finger Feed Deck Flap Blade Moistener Brush Assembly 8 Verify that the moistener brush assembly is perfectly level with the feed deck SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Cleaning or 1 Open the feed cover and lift the E Z Seal bottle out of its holder Replacing the 2 Remove the Moistener Brush Assembly as described above in Clean Wick ing or Replacing the Moistener Brush procedure 3 Place your finger in the i moistener tank round guide and pull straight out towards you Moistener tank round guide 4 Gently lift the moistener tank up and out Moistener tank CAUTION The tank may be full of E Z Seal liquid SV62201 Rev C 9 7 9 Maintaining and Updating 5 Remove the wick using the metal shield to gently pry it out of the moistener tank 6 Drain the moistener tank over the front of the machine into a receptacle as shown here 7 To clean the moistener tank remove the E Z Seal Sealing Solution supply tube and wipe out the tank with E Z Seal solution Clean the wick by holding it under running water 8 Push the supply tube back onto the moistener tank nozzle Push the tube back on as far as it will go to prevent leaking 9 8
151. on of your organization for return mail By implementing this as a process undeliverable mail can bypass the Mail Center and be returned directly to the department that generated the mail ing IMPORTANT Custom Messaging requires an envelope at least 6 3 4 long to print effectively See Envelope Guidance in this section regarding testing of your envelopes before running SV62201 Rev C 5 27 5 Mailing System Setup 5 28 Postal Rules and Guidance IMPORTANT Any custom message printed by the DM Series system must follow USPS guidelines as published in the Domestic Mail Manual DMM Creating a Custom Message for the First Time Press the Menu key Select Set Up then select Text Entry Set Up Select Create Select a line of text to enter Type in the text and press Enter Repeat step 4 until all lines of text have been entered You can enter up to five lines of text Press Enter when done The Enter Text Entry Name screen appears Type in a name for the custom message and press Enter Press the left arrow key to return to the Main screen arWN gt OND Adding Additional Custom Messages The system can hold up to five custom messages at a time To add addi tional custom messages to the system 1 Press the Menu key 2 Select Meter Stamp Options then select Text Entries 3 Follow steps 3 through 8 in Creating a Custom Message above to add and save the address information TIP Prin
152. onnection you can use the analog phone line connector to add postage funds to your meter If the analog phone line is not close to your DM Series system you can remove the IntelliLink Control Center from your system and move it to another location For more information refer to Connecting Your Control Center to a Remote Ana log Line in Chapter 6 of this guide e External USB Connector The USB connector on the back of the IntelliLink Control Center is used for connecting to the flash memory drive required to run INVIEWTM Accounting Refer to Chapter 7 INVIEW Accounting in this guide for more information e IntelliLink Control Center AC Adapter Receptacle The receptacle for the AC adapter is located on the back of the IntelliLink Control Center If you need to remove the control center from the mailing sys tem base and move it to an analog telephone line you plug the AC adapter into this receptacle DEEL Analog Phone Line Connector USB Connector AC Adapter Receptacle SV62201 Rev C SV62201 Rev C Ze Mail in a Minute Contents Maili a ME ae ER 3 2 Preparing Your M l ma nesd erd obec vad vines esa onus aoe 3 2 R n ing e 3 3 SEELEN 3 4 Ze Mail in a Minute Mail in a Minute Preparing Your Mail This chapter explains how to use the Key In Postage mode It s the quick est and easiest way to run a piece of mail or print a postage tape Use this mode if e You know the post
153. ons that are outside the acceptable range Refer to the Specifications section in this guide for the acceptable envelope dimensions To clear a jam in the feed deck 1 Lift the feeder cover 2 Pull up on the top release jam lever 3 Lift up the lower release lever 4 Release the envelope as shown in the fig ure below Top Release Jam Lever Lower Release Lever 5 Depending on how badly the envelope is damaged you may need to replace it 6 Make sure the feed deck is clear and the jam release levers are down 7 To continue processing mail close the cover and select Start to continue from the display SV62201 Rev C 10 Troubleshooting Envelope Feeding Problems Description Possible Causes Solution Envelope s getting You are using envelopes that To clear a jam in the WOW deck jammed continued have dimensions that are outside 1 Lift the WOW cover the acceptable range continued 2 Pull the WOW O transport jam release lever to the left 3 Remove the envelope 4 Depending on how badly the envelope is damaged you may need to replace it 5 Make sure the WOWO deck is clear and the jam release lever is down 6 To continue processing mail close the cover and select Start to continue from the display WOW transport jam release lever 10 6 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide
154. or details You can request up to 99 tapes at a time The tapes exit into the stacker The DM525 and DM575 Digital Mailing System is designed to use a special pressure sensitive adhesive tape made exclusively for it CAUTION Use only fresh rolls of Pitney Bowes tape to avoid distortion or jams in the mechanism and possible loss of post age To print a postage tape 1 2 Locate the tape exit on the right side of the mailing system With the correct postage set on the main screen press the Tape key to print one tape To print more than one tape use the numeric keys to type in the num ber of tapes you want then press the Tape key The system prints the tapes NOTE Do not lift any of the covers on the mailing system while the tape is print ing or the system will stop printing cut and eject the tape 3 4 SV62201 Rev C SV62201 Rev C de Running Mail Navigating et 4 2 Applying Postage and RUNNING Mai 4 3 Determining the Correct Postage Mode 4 4 ee ie eg 4 6 Selecting the Postage Mode and Running the Mail ccccccceeeee 4 10 Selecting or Deselecting AN Account 4 16 Selecting the Class Carrier Special Services or Options 4 18 Selecting the Meter Stamp Ootions nennen 4 20 Using Electronic Confirmation Services 4 22 Adding Postage or Changing the Date e 4 31 Clearing the Batch Gouri E 4 32 4 Running Mail Navigating The maximum number of options displ
155. or each job Batch or mail run you may want to clear the batch count at the end of a run or just C t before starting a new run The batch count appears on the display in the oun lower right corner To clear the batch count 1 Press the Funds key 2 The View Funds screen appears 3 Press the right arrow key to clear the batch count 4 If you have specified that a supervisor password must be entered to clear the batch count you are prompted to enter the password now 5 Enter the password and press the Enter key 4 32 SV62201 Rev C SV62201 Rev C Se Mailing System Setup Contents Navigating E 5 2 Overview of Mailing System Set Up 5 3 Setting the Display Language erannnnvnnnnnnnvonnnnnnvrannnennvrnnnnnnnvnnnennnnnnn 5 4 Adjusting Display Contrast ssessnnseensennnnnnnnernnnennnnnnennnnnnnnnnnneennnnenne 5 4 Setting the Date and Time of Day rrrvrnnnnnvvnnnnnnvvnnrnnnrvennvnnrrrenennnvnnnn 5 5 Setting Up a Supervisor Password 5 6 Setting Ee 5 6 Setting Up the Scale and Selecting Rates rrrrrnnnnnrrnrrrrrrrrrrnnnrrrnrnnrr 5 7 Setting Up Postage By Phone Meter Payment ZGyvsienm 5 16 Configuring High Low Funds Warmmg 5 19 Configuring Low Ink Warning EE 5 19 Configuring System Timeouts A 5 20 Defining E 5 22 Creating Custom Messages usihjadeissniuuenitidpuepniisin 5 27 Taking the Meter Out Of Gendce renner 5 30 Adding EIERE Eege fre 5 30 Configuring the Optional Barcode Zcam
156. ottom of the IntelliLink Control Center is a label that contains among other information a product identifier in the format US AAAEQHHTXXXX 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 con nected 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 five 5 0 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 identifier 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 If this IntelliLink Control Center causes harm to the telephone network the telephone company will notify you in advance
157. ou can set this timeout for 0 1440 minutes in 1 minute increments The default timeout is 30 minutes 1 Press the Menu key and select Set Up 2 Select Basic Settings and then Timeouts 3 Select Normal Preset Timer 4 To set the timer enter the number of minutes 0 1440 using the numeric keyboard 5 If you want the system to stay at the last settings used select Never reset to Normal Preset 6 Press the Enter key Timeouts Use this option to specify how much time to allow before the feeder stops Feeding Timeout after the last envelope is processed You can set this timeout for 5 90 seconds in 1 second increments The default timeout is 5 seconds This reduces the wear on your machine and acts as a safety measure if you leave the machine unattended 1 Press the Menu key and select Set Up 2 Select Basic Settings and then Timeouts 3 Select Feeding Timeout 4 Enter the number of seconds 0 90 using the numeric keyboard or press the screen key corresponding to Turn Rollers off Immediately or Run Until Stop key is Pressed 5 If you entered the number of seconds press the Enter key Timeouts This option allows you to specify how long the system will continue to feed Waiting for Env mail placed on the feed deck without having to press the Start key You can set this timeout for 0 90 seconds in 1 second increments The default timeout is 20 seconds Press the Menu key and select Set Up Select Basic
158. ou need to change the printhead and wiper blade assembly Refer to the Changing the Printhead and Changing the Wiper Blade Assembly sections in Chapter 9 in this guide If this fails to correct the problem call the Help desk Refer to the Pitney Bowes Contact Infor mation Listin this guide SV62201 Rev C 10 Troubleshooting Postage Refill Problems Description Possible Causes Solution Refill operation fails when IntelliLink Control Center is on or off the mailing system Phone line is not connected to an analog line or is loose Reconnect the phone line to the back of the IntelliLink Control Center Phone cord is damaged Check phone cord for damage cuts or crimps and replace if necessary Problem with the phone line Test the main phone outlet and repair if neces sary You are using the wrong Postage By Phone Meter Payment Sys tem telephone number Contact the Help Desk for correct number Refer to the Pitney Bowes Contact Information List in this guide for the phone number of the Help Desk The Help Desk may also provide you with a local number to use for Postage By Phone System To change the Postage By Phone System number refer to Phone Network Set Up PB Phone section in Chapter 5 of this guide Refill amount exceeds the funds in your account Check your account balance Refer to the sec tion Checking Your Postage By Phone Me
159. ount subaccount subsubaccount they become a set and are treated as one separate account with one account number and one password The existing account number and password are rolled down to the subaccount when the first subaccount is created When you create another subaccount to this account you create another linked set of accounts with a different account number and password NOTE Only the lowest level of the account hierarchy is chargeable This means that transactions can only be posted to that account The following examples demonstrate some of the ways in which you can structure your accounts e When you create a top level account you can charge funds and pieces to that account This is the working chargeable account because at this point it does not have any subordinate accounts Example Account Engineering If you create subaccounts for the original account they become the end links in the account chain and identify the departments where you charge to Examples Account Engineering Subaccount Software Account Engineering Subaccount Industrial Design The original account now serves as an administrative account that owns and contains totals for the lower subaccounts e If you create subsubaccounts for subaccounts the subsubaccounts become the end links and identify the departments that are charged for postage Examples Account Engineering Subaccount Software Subsubaccount Software Testing
160. ounting system on your mailing system you can set up the scanner so that it knows what field is scanning without using a prefix code Your selection of Account Name or Account Code depends on your accounting system You can then scan the account code or name directly To set the default value from the Main screen on IntelliLink Control Center display 1 Press the Menu key on the control center then select Set Up 2 Press the down arrow key and then select Barcode Scanner 3 At the Barcode Scanner Setup menu select Default Scan Type 4 Select the appropriate option according to the table here If your accounting system is And the barcode contains Select this default scan type Business Manager Account Name Account Name Account Code Account Code Preset Preset Job ID 1 Job ID 1 Job ID 2 Job ID 2 INVIEW or Budget Manager Account Name Account Name Account Code Account Code Preset Preset Job ID 1 Job ID 1 Job ID 2 Job ID 2 5 If you do not want any default account system or preset or if you will be scanning multiple fields select None 6 As soon as you make your selection the Barcode Scanner Setup menu reappears You can make other selections or press the left arrow key to return to the Set Up menu SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Adding Barcode Prefixes SV62201 Rev C
161. our DM Series Digital Mailing System is designed to remain powered on at all times This is necessary so that the printer station can perform the required maintenance it needs to maintain peak performance Your DM Series System has a power switch for the location refer to Chapter 2 page 2 6 so that you can properly remove power to the system If you need to power off your system you must use the power switch When you power off the system the system immediately moves the print head back to the capping station to keep the printhead from drying out Powering off your system by any other means such as a wall switch a power strip or unplugging from a wall outlet will result in higher than nor mal ink consumption and could damage your mailing system YES SV62201 Rev C SV62201 Rev C 2 Meet the DM525 and DM575 Series Digitial Mailing System Contents Introducing the DM Series Mailing Zvetem 2 2 Features and RE 2 2 Parts of the Mailing Zkveiem 2 4 Mailing System Evierior AAA 2 4 Mailing System INCH OV ex eekte eege sde egen 2 7 The IntelliLink Control Center 2 9 Ze Meet the DM525 and DM575 Digital Series Mailing System Introducing the DM Series Mailing System Features and Benefits Postage Meter Easy to Use IntelliLink Control Center Variety of Communications Options The DM Series Digitial Mailing System is an easy to use digital mailing system you can
162. our DM Series machine base as shown here USB network adapier plugs into the DM Series base USB connector LAN Internet cable USB connectors on the DM Series base Visit www pb com constantconnection for more information 6 4 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Connecting Your Postage Meter to an Analog Phone Line Connecting Your Control Center to a Remote Analog Line If c you do not have access to a Local Area Network LAN connection you an connect to the analog phone line connector on the back of the IntelliLink Control Center NOTE If you need to connect to an analog phone line that is not located near your IntelliLink Control Center you can remove the control center and move it to a location near the analog line Refer to Connecting Your IntelliLink Control Center to a Remote Analog Phone Line in this chapter for more information Analog Phone Line Connector USB Connector AC Adapter Receptacle In order to connect the control center to a remote analog line you need an A C Adapter P N 1C85005 To remove the control center and move it to another location 1 2 Turn off the power to the mailing system Pull the blue lever at the right of the control center towards you Slide the control center forward to remove it Take the control center and external modem to where the analog phone line is Connect the
163. out in this section 9 2 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Tape is still on 1 When you see the red stripe on the tape go to the Tape Maintenance roll screen a Press the Menu key b Select Maintenance c Select Load Tape d Select Unload Tape 2 If your DM Series Digital Mailing System does not have the optional WOW module open the feed cover and remove the tape roll If your DM Series Digital Mailing System has the optional Weigh On The Way WOW module open the WOW cover Refer to the appropriate figure below Location of the tape roll under the feed cover ona DM525 or DM575 system without the optional WOW module Location of the tape roll under the WOW cover on a DM525 or DM575 system with the optional WOW module a DM525 and DM575 Series Digital Mailing System with the optional WOW module SV62201 Rev C 9 Maintaining and Updating Tape has run out E Z Seal Sealing Solution Maintenance 3 Drop the new tape in so that it feeds from the bottom of the roll to the right The protective backing on the tape should be facing down Pull about 10 inches of tape from the end of the roll up toward the cover and then loop it down into the slot CAUTION Do not load a tape strip that has any pink or black stripes showing This will cause the last piece of tape to jam in the machin
164. packages or pieces of mail that are outside the limits specified for mailing materials See Specifications in Appendix C of this guide for details Normal mail setting Feed Deck This feeds the envelopes to the printer If your system has the option WOW module this feed the envelopes to the WOW transport deck E Z Seal Sealing Solution Bottle This contains the E Z Seal solution used for moistening and sealing envelopes SV62201Rev C Ze Meet the DM525 and DM575 Digital Series Mailing System Interior of the Mailing System with Optional WOW Under the WOW Cover Postage tape holder in WOW Module WOW transport jam release lever WOW Transport Jam Release Lever Pull this to clear jams on the transport deck Pressure Sensitive Postage Tape In the DM Series system with optional WOW module the pressure sensitive postage tape is located as shown below in the WOW module WOW Transport Deck This transports the envelopes to the printer Interior of the Mailing System Under thePrint Cover Printhead Ink cartridge carriage holder Ink Cartridge Holder This contains the ink used to create the meter stamp Printhead Carriage This produces the meter stamp 2 8 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide The IntelliLink Control Center This section describes all of the function keys on the IntelliLink Control Center the
165. percentage a Select Per Transaction Percentage b Type in the surcharge or discount percentage you wish to use for each individual piece of mail c If necessary select Change to Discount to apply a discount d Press Enter Press Enter The Enter Surcharge Value screen appears Press Enter ON 7 6 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Selecting an Follow the procedure below to select an accounting type or to disable the Accounting Type accounting feature on your mailing system 1 Press the Accounts key 2 Press the right arrow key to enter the Set up Account screen 3 Press the down arrow key to press the down arrow key and select Accounting NOTE The type of accounting currently set for your system is displayed next to the Accounting selection 4 Depending on the option s you purchased you can select from the fol lowing options To disable the current accounting select Off e To enable INVIEW accounting provided with your system select INVIEW e If you have purchased Business Manager select Business Manager If you have purchased Budget Manager select Budget Manager e If you have an AccuTrac SA connected to your system select AccuTrac CAUTION If you switch from one accounting system to A another you will lose all of the data in the original accounting system Setting the Follow the steps below to enter information about the ow
166. pieces of mail fed into the machine in the seal only mode 4 Place the mail on the feed deck 5 Press the Start key NOTE For additional sealing options press the Seal key on the IntelliLink Control Center This allows you to select the following options e Sealer on seal envelopes e Sealer off Seal only don t print 4 14 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Mode Selection Time Date Stamping mode allows you to print the current time and date Time and Date along with the word Received on incoming mail Stamping NOTE If you are using INIVEW Accounting Time and Date Stamping mode has addtional attributes Refer to Selecting an Account in Time Date Stamping Mode in Chapter 7 for more information The time and date will remain the same during a single transaction whether you process a single envelope or 100 envelopes The system will update the date and time during the mail run NOTE The mailing system may operate at a slightly slower speed dur ing this process Press the Mode key Select Time and Date Stamping The time date stamp appears in place of the meter stamp on the Main screen 3 Turn the piece of mail over so the meter stamp is facing down Then place the envelope on the feed deck with the flap facing up 4 Press the Start key The Time Date stamp prints on the envelope Np Date prints here MMM DD YYYY JE 00000000000 0
167. print meter stamps that comply with the latest USPS standards The PSD is contained in the DM Series Digital Mailing System IntelliLink Control Center Tape on which reports or meter stamps are printed when a piece of mail is too large or small or too fragile to run through the mailing system A combination of mailing system settings you create and name so that you can call them up as a named preset thereby eliminating the need to enter each setting whenever you use this combination of settings The mechanism in the print engine that sprays the ink onto the envelope or tape A displayed message requesting you to respond to a choice condition or action This refill repeats the same amounts of the previous refill Changing of the postal rates by the USPS This key allows you to view a or select a report to print SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Return Receipts Restricted Delivery Screen Keys Seal Key Shape Based Rating Shingle Side Guide Signature Confirmation Sleep Timer Stacker Supervisor Password Tape Exit Test Pattern Thickness Adjustment Knob Tyvek USPS Weigh On The Way WOW Wiper Blade ZIP Code A return receipt for Certified Mail serves as a legal document proving the date and time when the recipient took possession of the piece of mail You fill out a return receipt postcard and the Postal Service sends the green
168. prints a tape If you select Off you remove the first piece of mail and place it on the feed deck The system automatically feeds the mail e If you have not previously selected a class you are prompted to select one now For more information refer to Selecting the Class Carrier Special Services or Options in this chapter Begin removing mail from the scale Please note the following e Remove each piece of mail in a single continuous motion e If you mistakenly remove more than one piece of mail put all of the pieces of mail back on the scale If you only put one piece back on the system does not print the correct postage When you remove the last piece of mail from the scale the system asks you if you want to print postage This is in case the last piece you remove from the scale is the container for the mail To perform manual weight entry 1 2 3 4 5 OND Press the Mode key Select Manual Weight Entry Type in the number of pounds and press Enter If the weight of your mail is less than 1 Ib press the right arrow key to go to the ounces field Type in the number of ounces and press Enter Press the Class key if required and select the class For more informa tion refer to Selecting the Class Carrier Special Services or Options in this chapter NOTE If the weight you enter is invalid for the class you are prompted to select another class If this is a package press the Tape key
169. pt printer connected to your system in order to print transaction receipts Follow the steps below to print transaction receipts 1 Press the Menu key 2 Select Set Up Accounting Set Up then Transaction Log The Trans action Options screen appears Select Receipt Printing The Receipt Printing screen appears SCH Select the appropriate option e Short Form The receipt includes the date time station serial number operator account Job ID 1 carrier class total pieces sur charge and charge Long Form This receipt includes the date time station serial number operator account Job ID 1 carrier class total pieces sur charge charge start end ascending register start end descending register start end piece count e Off Transaction Receipt Date 2008 07 23 Time 16 31 Station 0 Serial No 0123450 Operator Joe Account Bridgeport Job ID Black Batch Information Carrier 50 USPS Domestic Class 124 Express Mail PO Addresses Surcharge 0 240 Total Pieces 24 Charge 2 640 Short Form Receipt Transaction Receipt Date 2008 07 23 Time 16 31 Station 0 Serial No 0123450 Operator Joe Account Bridgeport Job ID Black Batch Information Carrier 50 USPS Domestic Class 124 Express Mail PO Addresses Surcharge 0 240 Total Pieces 24 Charge 2 640 Meter Information Start Ascending Register 21 010 End Ascending Register 23 410 Start Descendi
170. r USB ports are located on the back lower right side of the machine These provide communications with external devices like a printer an external scale optional power stacker or a PC If you are con necting to your organization s Local Area Network LAN use one of these USB ports to make the connection For details refer to section Connecting Your Postage Meter to a LAN in Chapter 6 of this guide Serial Port Connector One Pitney Bowes serial port connector This is for Pitney Bowes use only 2 6 SV62201 Rev C Mailing System Interior DM525 and DM575 Series Digital Mailing System Operating Guide Interior of the Mailing System Under the Front Cover Top release jam lever E Z Seal bottle Top release jam lever d eff ert Thickness adjustment knob pl I Lower release lever Feed deck Thickness Adjustment Knob Use this to adjust for the thicknesses of the envelopes You do not have to lift the cover to adjust the knob For thicker pieces of mail 3 8 to 5 8 or mail containing several inserts use the thick mail setting For mail containing only single inserts or for postcards use the normal mail setting Refer to the figure on the right Thick mail setting Top Release Jam Lever Lower Release Lever Lift these to clear jams on the Feed deck Pressure Sensitive Postage Tape The DM Series system uses this pressure sensi tive tape to print reports and meter stamps for
171. r deletion you cannot delete a record once you have sent it to Pitney Bowes e To send all of the confirmation service records now select Send records 4 As soon as the system sends all of your records you can select to print a receipt on a tape or an envelope or you can skip printing a receipt altogether ERR is the electronic version of the Return Receipt and is a complimentary service to the E Certified Mail service offered on the DM Series system When the user selects E Certified and E Return Receipt they will be able to track their Certified Mail and Return Receipts over the Internet including both www pb com and www usps com NOTE These electronic services for Certified Mail and Return Receipt are fully approved by the USPS Processing Certified Mail electronically through the DM Series mailing system enables you to track delivery over the Internet When this E Certi fied Mail is processed with E Return Receipt the mailer receives a signifi cant benefit by processing through the mailing system e First the E Return Receipt is processed at a discount from the normal Green Card for Return Receipt e Secondly the Green Card is substituted by an electronic PDF docu ment that includes the delivery information and recipient signature This eliminates the hard copy Green Cards that often get lost or misfiled e And most importantly the electronic information is stored for 7 years allowing electronic access t
172. r to identify the meter e Page numbers NOTE The account name only appears on the report when you print the report on an external printer 8 4 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide External Printer Version This version of the Multi Account Summary can only be printed on an attached external printer Account numbers are only assigned to the lowest level of the account hierarchy or transaction level Account numbers will only appear if the account does not have subaccounts If the account has subaccounts or subsubaccounts account numbers will only be displayed for the lowest level account The piece and postage totals for accounts with subaccounts displays as Subtotal Screen Display Account Summary Account Pieces Postage lt Account name gt lt Account Piece Count gt lt Postage Value Total gt lt Account name gt lt Account Piece Count gt lt Postage Value Total gt Printed Report The Multi Account Summary prints out on an attached printer This report provides the following information e Meter stamp number e Date report is printed e Time report is printed e Page number e Station ID a user defined number to identify the meter e Number assigned to an account subaccount or sub subaccount e Name of the account subaccount or sub subaccount e Total of Items of mail for account subaccount or sub subaccount e Amount of funds used in account
173. rcodes using for USPS Confirmation Services 4 24 Batch count clearing or resetting 4 33 location on main screen 2 14 Batch surcharge 7 6 7 17 Budget Manager description 2 4 C Catalog ordering a Pitney Bowes Supply catalog 11 2 Class selecting a Smart Class 4 20 selecting class carrier special services 4 19 Class key description and location 2 12 Cleaning exterior of the mailing machine 9 2 moistener brush 9 6 moistener wick 9 7 printer nozzle 9 8 Clear key description and location 2 13 Communications location of ports 2 9 options 2 3 Connectors mailing machine base 2 9 on IntelliLink Control Center 2 15 Correcting postage 4 32 Correcting the postage date 4 33 Cover feeder 2 7 printer 2 6 2 7 WOW cover 2 6 Custom preset key Index description and location 2 12 Custom presets key how to define preset values 5 24 5 26 D Date advancing the date 5 5 changing postage date 4 33 selecting date options 4 21 setting date options 5 5 Daylight saving setting up 5 5 Deleting operators 7 12 Dialing prefix 5 16 Differential weighing how to use 4 12 when to use 4 5 Discount codes 5 11 Discounts 7 6 Display adjust the contrast 5 4 DJPS DMPS Power Stacker 2 3 2 6 4 11 4 12 4 13 4 14 4 15 4 19 E Editing operators 7 12 Electronic Return Receipt ERR 4 26 Off line 4 31 using ERR with a Customer Reference Num ber 4 30 Enabling operator passwords 7 10 report printing 7 11 Enter key descrip
174. reak by carrier and class Report Weight Break Carrier Class for Jan 4 2008 to Jan 4 2008 Weight Carrier Class Break Units Pieces Postage No Class 0 0 oz 61 104 170 Subtotal 61 104 170 Subtotal 61 104 170 Seal Only 0 0 oz 25 0 000 Subtotal 25 0 000 Subtotal 25 0 000 USPS Dom 1st Cls Presort 1 0 oz 4 1 408 2 0 oz 4 2 308 3 0 oz 4 3 044 Subtotal 12 6 760 1st Cls Regular 0 0 oz 6 3 330 1 0 oz 30 38 520 2 0 oz 30 44 700 3 0 oz 30 51 600 Subtotal 96 138 150 Subtotal 108 144 910 Grand Total 194 249 080 SV62201 Rev C 7 29 Ze INVIEW Accounting Weight Break The Weight Break Job ID Class report contains a summary of the pieces Job ID Class and postage for each weight break by specific Job ID showing the carrier Report and class used Weight Break Job ID 1 Class for Jan 4 2008 to Jan 4 2008 Weight Job ID Carrier Class Break Units Pieces Postage Black No Class 0 0 oz 25 96 250 Subtotal 25 96 250 Subtotal 25 96 250 Seal Only 0 0 oz 25 0 000 Subtotal 25 0 000 Subtotal 25 0 000 USPS Dom Ist Cls Regular 1 0 oz 1 0 420 2 0 oz 1 0 600 3 0 oz 1 0 830 Subtotal 3 1 800 Subtotal 3 1 800 Subtotal 53 98 050 Green USPS Dom 1st Cls Regular 0 0 oz 6 3 330 1 0 oz 8 18 170 2 0 oz 8 19 650 3 0 oz 8 21 490 Subtotal 30 62 640 Subtotal 30 62 640 Subtotal 30 62 640 Grand Total 83 160 690 Account The Account Summary Report lists a summary of pieces postage and sur Summary Report ch
175. report Press the Reports key Select Accounting Reports Press the right arrow key The Set Up Custom Reports screen appears Select View Edit Report Select the custom report you want to view or edit The Edit Report Name screen appears Use the left arrow key to backspace or press the Clear key to delete the exisiting name Type in the new report name and press Enter 7 The Select Data to Include screen appears Select or deselect the appropriate options 8 If you selected any data that can be su totaled the Select Data to sub total screen appears a Press the screen keys that correspond with the data you want to subtotal in your report b Press Enter once you are done selecting data 9 If you selected accounts to be grouped or subtotaled the Accounts to Include screen appears e Select Prompt for an Individual Account to require an operator to select an account before printing the report e Select Include All Accounts to include all accounts when printing the report 10 Press Enter to save the custom report OVP nS D SV62201 Rev C 7 27 Ze INVIEW Accounting Transaction Log Report Deleting a Custom Report Follow the steps below to delete a custom report from the system Press the Reports key Select Accounting Reports Select Delete Report Select Yes Joo boah Select the custom report you want to delete Press the left arrow key to return to the Main screen Press the right arrow
176. return receipt postcard back to you the sender Restricted Delivery for Certified Mail requires your USPS carrier to deliver only to the person you specified This person must sign for the mail The five keys directly to the left of the display screen that allow you to select options from the menus displayed on the screen Press if you want to seal your envelopes without applying postage Shape based rates are USPS rates that are based on the weight and dimensions thickness length width of the mail piece All new DM Series mailing systems have been updated to support this rating struc ture A way to arrange pieces of mail in stepped positions for feeding so that the mail is accepted one at a time The moveable guide at the front of the feed deck used to stabilize the enve lope position when feeding it A signature proof of delivery service which provides mailers with the signa ture and text name of the recipient along with the date time and ZIP Code that is provided with Delivery Confirmation Actual signatures can be easily obtained from the USPS via fax or mail This service meets the needs of mailers who require a signature for high value shipments legal require ments or who are specifically concerned with avoiding fraud For security purposes digital signatures are not publicly displayed on the web site Signature Confirmation may be combined with special services To get the latest fees go to www usps com and se
177. rint a permit on a piece of mail instead of a meter stamp A permit is a postal mark containing a permit number that provides you with special processing or discount rates You get the permit s from the US Post Office and the permit artwork from Pitney Bowes For information on ordering per mits refer to Chapter 11 Supplies and Options in this guide SV62201Rev C Ze Meet the DM525 and DM575 Digital Series Mailing System Parts of the This section describes the parts of your DM525 and DM575 Series Mailing System System and includes e The Mailing System Exterior including the Weigh On The Way WOW Module e The Mailing System Interior e The IntelliLink Control Center e The Main Screen Mailing System Exterior 60000 00600 IntelliLink Control Center This contains the screen and keypad for communicating with the mailing machine and the built in post age meter Postal Security Device Feed Cover Protect moving parts and prevent foreign objects from entering the machine The feed cover protects the feeder WOW Weigh On The Way Cover Protects the WOW trans port area on the DM Series systems that have the optional Printer Cover protects the print head and ink cartridge compo nents Thickness Adjustment Knob You use this knob to adjust for the thicknesses of the envelopes you are feeding into your mailing sys tem Weighing Capability You can acquire a 5 or 10 Ib integrated
178. rs in the main dis play You may print reports using the internal mailing system printer or an attached external printer if one is connected to your system 1 Press the Reports key 2 Select the report you want to print The report appears in the main dis play Press Enter 3 Depending on your particular system select one of the bulleted options below e If your system can only print using the internal mailing system printer press the Start or Tape key to print on an envelope or tape e If you have an external printer and your report can only print to an external printer the system asks you to press Enter e If you have an external printer and your report can print to an exter nal printer or the internal printer the system prompts you to Select a Printer If you want to use the attached external printer select Attached Printer and press Enter If you want to use the system printer select Mailing Machine Press the Start or Tape key to print on an envelope or tape 8 2 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Report Print Queue Single Account Report The Report Print Queue will function with most reports except for the Con firmation Services reports A warning message will appear if you attempt to print a Confirmation Services report when there are reports in the queue If a series of reports are scheduled to print the Reports Queue option will appear on th
179. s step is not required if the system is set to auto enter 7 Enter the customer reference number a Scan or manually type your own unique reference number for this mail piece This can be a Client Number Summons Number Policy or Claim Number or Invoice Number You will not be prompted for this number if you scanned a combined barcode that includes the customer reference number and destination ZIP Code b Press Enter 8 Print postage e Press Start to print the postage on the envelope or e Press Tape to print a tape The control center returns to the Main screen 9 For multiple mail pieces a Press the ZIP key b Type in the ZIP Code c Press Enter d Start processing the next mail piece 10 Repeat steps 1 9 as necessary 11 Transfer Files a Connect the control center to the Pitney Bowes Data Center b Upload your records no later than the end of every day To do this press Menu and select Confirmation Services 12 The display automatically prompts you to print receipts or reports after you upload records provided this feature is enabled in the customer setting menu the default for this option is enabled Use the Reports key to select and print receipts and optionally a report of all tracking information processed through the control panel Off line ERR allows you to process Certified Mail with Electronic Return Receipt using applications other than Pitnew Bowes electronic Certified Mail solutio
180. saction Limit 50 000000 Transaction Warning 90 Transaction Full Action Alert Operator Owner Name Pitney Bowes Owner Address 35 Waterview Drive Shelton CT 06484 Version 19x SV62201 Rev C 7 31 Ze INVIEW Accounting Account List The Account List report lists the accounts that have been defined in the Report system with speed codes The accounts are sorted by account name then by subaccount and subsubaccount Account List amp Status Account Account Password Account Status Required Description Connecticut Enable No Bridgeport Enable No Hartford Enable No New Haven Enable No PB Enable No Danbury Enable No DMT Enable No Newtown Enable No Account Speed The Account Speed Code List Report lists the accounts that have been Code List Report defined in the system and the account status The report is sorted by account speed code Account speed codes refer to chargeable accounts Account Speed Code List Speed Account Description Code 1 Shelton 2 Stamford 3 Connecticut Hartford 4 Connecticut New Haven 5 Connecticut Bridgeport 6 PB Shelton 27WV 7 PB Shelton 35WV 8 PB Stamford Main Plant 9 PB Newtown Distribution 10 PB Newtown RMA 7 32 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Operator List Report The Operator List report lists the operators on the accounting system This report contains the operator name ID status enabled disabled
181. se envelopes with flap depths between 1 ing or not sealing within the acceptable range and 3 25 4 mm and 76 2 mm properly Flap Depth SV62201 Rev C 10 3 10 Troubleshooting Envelope Feeding Problems Description Possible Causes Solution More than one enve lope is feeding Too many envelopes are on the feed deck envelopes are not stacked properly on the feed deck Remove some of the envelope and test with a smaller stack Slant the envelopes slightly to the left shin gled Envelopes shingled to the left Feeder adjustment setting is incorrect OR Envelopes are too thick or thin for the feeder adjustment setting Adjust the thickness adjustment knob to corre spond to the envelope thickness For thicker pieces of mail 3 8 to 5 8 or mail containing several inserts use the thick mail setting For mail containing only single inserts or for post cards use the normal mail setting Thick mail setting LOSS a Normal mail setting 10 4 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Envelope Feeding Problems Solution Description Possible Causes Envelope s getting Trying to feed presealed enve jammed lopes with the seal mode set to Sealer On Press the Seal key from the control center and select Sealer off You are using envelopes that have dimensi
182. sic require ments Mail must have the correct date and postage amount in the meter stamp Metered mail must bear the ZIP Code location of the post office where the postage meter Postal Security Device is registered If you move to another ZIP Code location you must update the ZIP Code You can do this by calling Postage by Phone Each time you refill your postage meter Postal Security Device through the modem the Postage By Phone Meter Payment System computer automatically performs a postal inspection If the postage meter in your mailing machine has not detected a modem refill transac tion at certain intervals the message Inspection Required appears on the main screen of the IntelliLink Control Center The system will then prompt you to connect to Pitney Bowes and perform an inspection The postage tape you use must meet USPS specifications WARNING Follow normal safety precautions for all office equipment whenever using your mailing system Read all instructions before you attempt to operate the machine Use the equipment only for its intended purpose Use only Pitney Bowes approved supplies in particular aerosol dust ers Improper storage and use of aerosol dusters or flammable aerosol dusters can cause an explosive like condition that could result in a per sonal injury and or property damage Never use aerosol dusters labeled flammable and always read instructions and safety precautions on the duster co
183. sical inspections thereby making the system easier and more convenient to use The PSD contains the funds and performs all of the calculations necessary to print meter stamps that comply with the latest USPS standards The United States Postal Service USPS licenses your meter and requires a modem inspection of the meter Periodically your IntelliLink Control Center will be required to connect to Postage By Phone as a means of inspecting the PSD Postal Security Device and validating information in your Control Center To ensure that your operations are not interrupted the time periods for the Data Center Connection are pre established in your system and will give adequate warning to you when this connection may be required e The message Data Center Contact Required will first be shown approximately 21 days after your last connection The Control Center will allow you to either Connect Now or Later By selecting Later you enter a grace period that lasts approximately 7 days e The Data Center Contact Required message will appear each day for 7 days when you power up your system and will only disappear after a successful connection This may also appear on the main screen in reverse type with the Connect to Data Center message e On the 28th day after your last successful connection your Control Center will display a message You will not be able to print postage until this process is completed
184. sing an approved wireless device A remote receiver is attached at the phone line coming out of the wall and a transmitter is attached to the back of the Control Center All data is transferred without a physical connection of the phone line IMPORTANT Please contact your Pitney Bowes account representative to determine which connection options are available to you The United States Postal Service USPS also requires for security rea sons that the meter keys expire after 3 6 years Meter keys are crypto graphic codes that your system uses to protect your funds during printing and when connecting to your account When the meter keys expire the system reports that a rekey operation is required To rekey your meter perform a refill This upgrades the keys If you do not perform a refill within three months 90 days of the rekey message the system locks the meter and does not allow you to print postage You may still perform a refill to upgrade the keys and resume operation SV62201 Rev C 6 3 6 Adding Postage Managing Your Postage Funds Connecting Your Postage Meter toa LAN Refer to the appropriate section listed here for checking funds and account balances and adding postage when using the Postage By Phone Meter Payment System 1 Connecting Your Postage Meter to a Local Area Network LAN Refer to this section if you are using your organization s Local Area Network and an approved connection
185. so contact your customer service representative to schedule replacement of the ink waste tray INK WASTE TRAY FULL ALERT CONTACT SERVICE IMMEDIATELY Failure to replace full ink waste tray will result in ink leakage causing system damage Error Waste Tray Full Call Srvc 10 2 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Envelope Sealing Problems Description Possible Causes Solution Envelope s not seal No E Z Seal Sealing Solution in Remove the E Z Seal solution bottle and refill ing or not sealing the bottle or bottle is placed incor or reposition the bottle properly rectly Refer to the E Z Seal Maintenance section in Chapter 9 of this guide Moistener brush is dirty or worn Replace or clean the moistener brush Refer to the Cleaning or Replacing the Moistener Brush section in Chapter 9 of this guide Envelopes are not positioned on Place envelopes with the flap down on the feed the feed deck correctly or side deck against the rear wall guide is out too far Make sure the envelopes are pushed far enough so that they cover the feed sensor on the rear wall Push the side guide close to the envelope or stack of envelopes but not to the point where it is touching the envelopes Leave about 1 16 clearance the thickness of a dime Feed Sensor Side Guide Envelope s not seal Envelope flap dimensions are not U
186. ss or Pri ority Mail 3 Select services a Select E Certified as the service for mail b Select E Ret Receipt c Press Enter 4 Enter the destination ZIP Code a Scan or manually type the 5 digit destination ZIP Code b Press Enter This step is not required if the system is set to auto enter 5 Enterthe USPS tracking barcode number NOTES e You will not be prompted to enter the Customer Reference Number if your barcode includes the reference number e If you use labels supplied by Pitney Bowes be sure to use the correct label for the selected service in this case E Certified dark green labels If the control panel display shows the next number in the bar code sequence enter the last digit to accept it as long as it matches the number on your next label or scan or manually type in the 22 digit bar code number from the label you re using e Ifthe control panel does not show the next number in the barcode sequence it shows the next number in the barcode sequence MINUS the check digit last digit You must enter the check digit 6 Apply the barcode a Apply the 22 digit barcode label to your mail piece if it is not already pre printed on the mail piece NOTE 22 digit barcode labels for tracking E Certified Mail must begin with 9171 in order to be tracked correctly per USPS guidelines SV62201 Rev C 4 29 4 Running Mail Off Line Electronic Return Receipt ERR b Press Enter Thi
187. stem To access the modes press the Mode key on the Intel gt WOW Weigh on the Way liLink Control Center KEES The names of the modes as they appear on Differential Weighing the screen are shown in the menu on the gt Manual Weight Entry right P Attached Scale Depending on your model number you Seal Only No Printing may have all or only some of these options P Time and Date Stamping P Key in Postage For a detailed description of each mode refer to the specific mode topic in this sec tion Follow the steps for your mode exactly While your mailing system processes the mail the screen e Displays the status of the current job e Instructs you if necessary to insert an envelope or to reboot your sys tem or displays an error message Keeps a running count of processed mail e Displays errors at which point the machine stops immediately Reduced Speed Mode provides Normal or Reduced speed mode for Reduced Speed mail that requires extra care during processing This option can be saved in Mode a custom preset To use this mode 1 Press the Mode key 2 Press the right arrow key to toggle between Normal and Reduced speed The current speed appears on the bottom left corner of the screen Reduced Speed Mode will remain active unless it is changed by the opera tor or the system defaults to Normal as part of the Normal Preset 4 10 SV62201 Rev C DM525 and DM575 Series Digita
188. steps below to set your fiscal year and select the type of accounting period you will use 1 Press the Menu key Select Set Up Accounting Set Up then Accounting Period The Accounting Periods screen appears 3 Select Fiscal Year Start 7 4 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide a Type in the start date of your fiscal year NOTES e You can enter a start date that is within the current year For exam ple if today s date is 1 20 2008 you can enter a start date back to 1 20 2008 When you enter the year be sure to enter the full 4 digit year e g 2008 or 2008 e Once you run a transaction you cannot change the start date of the fiscal year until you clear the accounting data or the fiscal year ends b Press Enter to save the date The Accounting Periods screen reap pears 4 Select Number of Periods a Select the number periods for your fiscal year Use the down arrow key to scroll through the list if necessary b b lf you select one of the preset periods press Enter to return to the Accounting Set Up menu then press the left arrow key to exit the set up c If you select Custom period the Custom Period screen appears Go to step 5 5 You can set up two custom periods The start date for both periods is the date you activate the custom periods You cannot change the start date a Select End Date 1 to set the end date for the first custom period Key
189. sys tem moves the printhead assembly back so that you can access the wiper blade assembly The Replace Wiper Blade Assembly screen appears instructing you to remove the wiper blade assembly from the package Lift the main cover and 7 locate the wiper blade assembly f Push the wiper blade tab w toward the back of the machine This causes the wiper blade to slide to the left Lift the wiper blade up and out of the assembly 407 and discard Place the new wiper blade in the assembly with the two white prongs facing to the right Slide it to the Wiper blade assembly right until it snaps into place Wiper blade assembly Close the main cover the Initializing Wiper Blade screen appears Once the initializing is complete the Print Test Pattern screen appears and prompts you to Press Tape or print an envelope You must perform the print test at this time Follow the prompts or refer to Printing a Test Pattern in this chapter for more information SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Performing Updates or Adding Features Your IntelliLink amp Control Center can remotely turn on features or download graphic files to print on envelopes To activate a new feature feature upgrade or to download an envelope advertisement or inscription you will be instructed by a Pitney Bowes representative to connect to the Intel liLink infrastructure
190. t warning if you select data that exceeds the amount of space the report can take up on the printed page 7 26 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Creating a Custom Report Follow the steps below to create a custom report Press the Reports key Select Accounting Reports then Custom Reports Select the first Available option on the list Select Create Report Type in the report name and press Enter Select the appropriate report format Press the screen keys that correspond with the data you want to include in your report Press Enter when you are done selecting data If you selected any data that cangrouped the Select Data to Group By screen appears Select the appropriate option s and press Enter 10 If you selected any data that can be subtotaled the Select Data to sub total screen appears a Press the screen keys that correspond with the data you want to subtotal in your report b Press Enter once you are done selecting data 11 If you selected accounts to be grouped or subtotaled the Accounts to Include screen appears e Select Prompt for an Individual Account to require an operator to select an account before printing the report e Select Include All Accounts to include all accounts when printing the report 12 Press Enter to save the custom report NOOR WN SE Viewing and Editing a Custom Report Follow the steps below to view and or edit a custom
191. t Weight Breaks to toggle the feature On or Off Setting a Station The Station ID is printed on accounting reports to identify the mailing sys ID tem where the reports were generated This feature is useful when you have several different mailing systems that generate reports Station IDs are numeric and must be two characters in length Follow the step below to set a Station ID 1 Press the Menu key 2 Select Set Up then select Accounting Set Up 3 Use the down arrow key to scroll through the menu options then select Set Station ID 4 Type in the Station ID and press Enter 5 Press the left arrow key to return to the Main screen Selecting Job ID The DM Series mailing system has the ability to track mail runs using Job Requirements IDs Job ID tracking is commonly used for tracking expenses of projects accessed by multiple departments within the organization like client jobs or grants These entries can be scanned or entered manually by the operator before processing a mail run Requiring Job IDs You can set up the system to require Job IDs in order to process mail To require Job IDs 1 Press the Menu key 2 Select Set Up then Accounting Set Up 3 Press the down arrow key twice 4 Select Job ID Setup 5 Select Job ID Required to toggle this option on off 6 Press Enter when done 7 8 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Reporting Options Clearing Account Data Autocle
192. t a sample piece of mail to see ensure the custom message prints as desired on the envelope Selecting Deselecting a Custom Message 1 Press the Menu key 2 Select Meter Stamp Options then select Text Entries 3 Select the custom message you want to print on the envelope If you do not wish to print a custom message at this time select Don t Print Text Entry Press Enter when done Press the left arrow key to return to the Main screen SR Viewing a Custom Message Press the Menu key Select Meter Stamp Options then select Text Entries Press the right arrow key then select View Select the appropriate custom message The custom message appears on the screen Press Enter when done Press the left arrow key to return to the Main screen Pons Oo SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Editing a Custom Message Press the Menu key Select Meter Stamp Options then select Text Entries Press the right arrow key the select Edit Select the appropriate custom message Select a line of text to edit a Press Clear to clear the existing entry or press the left arrow key b Make any necessary changes to the text c Press Enter when done Repeat step 5 until you have edited the appropriate lines of text Press Enter The Edit Text Entry Name screen appears If necessary edit the name of the custom message Press Enter when done 9 Press the left arrow key t
193. t are set up in your mailing machine External Printer Screen Display Required Account List Number Name lt Account Number gt lt Account Name gt lt Account Number gt lt Account Name gt lt Account Number gt lt subaccount gt lt Account Number gt lt subsubaccount gt Printed Report This report prints a list of all your accounts and the account numbers Funds Report The Funds Report gives a summary of the funds used and available in the meter total pieces run batch pieces and value It prints on one envelope or tape Screen Display Funds Report Funds Used lt Funds Used gt Funds Available lt Funds Available gt Total Pieces lt Total Pieces gt Control Sum lt Control Sum gt Batch Count lt Batch Count gt Batch Value lt Batch Value gt Printed Report The Funds Report provides the following information e Date report is printed Time report is printed e Meter Stamp Serial Number e Used Postage funds currently spent e Available Postage funds still available for processing e Control Sum The total of used funds and available funds e Total Pieces Total of pieces imprinted with postage e Batch Value Postage spent for this batch e Batch Count Number of pieces in the batch e Postage By Phone Meter Payment System serial number 8 8 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide System Set Up Report The System Setup R
194. t correspond to the values you want to be able to call up in the future by selecting a custom preset key For example you may want to define a set of conditions so that the envelopes are sealed only no postage applied NOTE Proceed as if you were actually running a job Select the mode and class and service etc By doing this you are entering the values that you will use for the normal preset Refer to Chapter 4 Running Mail in this guide for more information on selecting mode and class Press the Custom Presets key Press the right arrow key Select Store Current Setting to Preset A list of presets starting with O Normal appears Select one of the pre sets that has not been defined yet These presets are named Avail able To change an existing preset refer to Editing Custom Preset Values in this section If you selected the Key in Postage mode the system prompts you to choose a Class for the preset Choosing a class ensures that your pre set values are automatically updated when the postage rates change To choose a class press the Select Class screen key and follow the prompts to select weighing and class options Once you make the selections the system returns to the Main screen Return to step 2 to set the custom preset To continue without selecting a class press the down arrow 6 The system prompts you to Enter New Preset Name Type in the name using the alphanumeric keys 7 Press
195. t has used postage e Pieces Total of pieces processed for the account e Postage Total postage amount charged to the account e Station ID a user defined number to identify the meter SV62201 Rev C 8 3 8 Reports Multi Account Internal Printer Version Summary The Multi Account Summary supplies the total pieces and postage for all Report enabled accounts You can view and print the Multi Account Summary report sorted by account number as well as by account name When viewing this report press the left arrow key to toggle between the account name and account number sorting options This report can be printed on an envelope with the internal printer Screen Display Multi Account Summary Account Pieces Postage lt Account Number gt lt Account Piece Count gt lt Postage Value Total gt lt Account Number gt lt Account Piece Count gt lt Postage Value Total gt lt Account Number gt lt Account Piece Count gt lt Postage Value Total gt lt Account Number gt lt Account Piece Count gt lt Postage Value Total gt Printed Report e Date report is printed e Time report is printed e Meter Stamp Serial Number identifies the meter which printed the report e Account Number Number of each account that has used postage e Pieces Total of pieces run for account e Postage Total postage value for account no sub total is provided for subaccounts or sub subaccounts e Station ID a user defined numbe
196. t in Time Date Stamping Mode This section describes unique features available when running mail with INVIEW Accounting Refer to the Running Mail chapter in this guide for complete directions on how to run mail e Selecting an Account in Time Date Stamping Mode e Selecting an Account in Seal Only Mode e Entering a Batch Surcharge e Selecting a Job ID Time Date Stamping mode allows you to print the current time and date along with the word Received on incoming mail When using Budget Man ager or Business Manager accounting you can select an account to charge back to apply a surcharge and or select Job ID to apply the time date stamp to The time and date will remain the same during a single transaction whether you process a single envelope or 100 envelopes The system will update the date and time during the mail run NOTE The mailing system may operate at a slightly slower speed dur ing this process Press the Mode key Select Time and Date Stamping 3 Select Acct if you want to apply the time date stamp to a specific account Once you have made your selection the system returns to the Time Date Stamp Mode screen 4 Select Surcharge if you want to apply a batch surcharge a surcharge that applies only to this transaction You can apply a surcharge per piece of mail per transaction and or per transaction percentage a Select the approrpriate surcharge option and enter th
197. t to print Follow the prompts if any that may appear 3 Press Enter to print the report to the attached printer 4 Press the left arrow key to return to the main screen SV62201 Rev C 7 23 Ze INVIEW Accounting Report Printing The Report Print Queue will function with most reports except for the Con Queue firmation Services reports A warning message will appear if you attempt to print a Confirmation Services report when there are reports in the queue If a series of reports are scheduled to print the Reports Queue option will appear on the main report screen 1 Press the Reports key 2 If necessary press the down arrow key and select Reports Queue Once selected this option will list information about the report that is currently printing as well as a list of the reports that are remaining in the queue NOTE You can cancel reports out of the queue If the printer runs out of paper the Check external printer message will appear on the main screen Report Macros Report macros allow you to print up to five reports at once For example you can print up to five reports related to the same account or the same report for up to five different accounts Creating a Report Macro Follow the steps below to create a report macro 1 Press the Reports key 2 Select Accounting Reports and then Report Macros 3 Press the right arrow key to enter the Set Up menu The Set Up Report Macro screen appe
198. tached Scale You have several pieces of mail and do not know their postage Attached Scale AutoTape An option you can purchase not available on all systems You know the weight Manual Weight Entry An option you can purchase not available on all systems Your pieces of mail vary in types sizes and or weights Differential Weighing Chart C Mail Modes with NO Postage If Then use this mode Your mail requires a permit Print Permit An option you may be able to purchase Not available on all systems You only want to seal the envelope and do NOT want to apply postage Seal Only No Printing You want to print the date or time on incoming mail for record keeping Time and Date Stamp An option you can purchase not available on all systems SV62201 Rev C 4 5 d Running Mail Preparing Your Mail About Running Mail If you intend to run pieces of mail through your system read About Run ning Mail below If you are going to print postage tapes read About Print ing Postage Tapes in this section Then proceed to instructions for selecting the mode and running the job Refer to Chapter 12 Specifications in this guide to make sure your mail is compatible with your mailing system For tips on feeding light weight or bulky pieces of mail flats and postcards or any mail that is easily dam aged refer to Tips on Feeding Mail in this s
199. tailor to satisfy the unique requirements of your organiza tion This system e Automatically feeds a stack of mail e Moistens and seals the envelope flaps e Imprints the correct postage amount e Stacks the finished mail The following section provides a summary of the main features and bene fits of the DM525 and DM575 Series System The Weigh On The Way capability for the DM525 and DM575 Series Systems is avail able in limited markets and is represented in this guide only for those mar kets Inclusion in this guide does not imply availability The postage meter on your mailing system is a Postal Security Device PSD that incorporates the latest technology approved by the United States Postal Service to secure funds This technology eliminates the need to perform physical inspections thereby making the system easier and more convenient to use The PSD contains the funds and performs all of the calculations necessary to print meter stamps that comply with the latest USPS standards The IntelliLink Control Center is mounted on the top of your mailing sys tem and features a large easy to read graphic display function keys and alpha and numeric keypads A series of messages and options appear in the display to prompt you through all of the setup and mailing operations You use the function keys and keypads to respond to the system prompts and select your options Your DM Series Digital Mailing System comes with c
200. te in a Custom Preset in Chapter 5 in this guide Meter Stamp You can have a variety of advertisements appear on your mail Options To add more advertisements refer to Performing Updates or Adding Fea Advertisement tures in Chapter 9 in this guide 1 Press the Menu key 2 Select Meter Stamp Options 3 Select the Ad Message option 4 Use the down arrow key to scroll through the advertisements 5 Press the screen key that is next to the advertisement you want The advertisement then appears next to the meter stamp The advertisements provided with your system are shown here Address Service Requested Recycle Return Service Requested Happy Thanksgiving Seasons Greetings Please Open Immediately United States Flag Urgent m AST DEN Rag Recycle Happy Thanksgiving Season RETURN SERVIGE REQUESTED 4 20 SV62201 Rev C Meter Stamp Options Inscription Meter Stamp Options Print Position Meter Stamp Options Multiple Tapes Meter Stamp Options Custom Messaging DM525 and DM575 Series Digital Mailing System Operating Guide You can have a variety of inscriptions appear on your piece of mail Fora list of the inscriptions provided with your mailing system refer to Chapter 11 Supplies and Options in this guide To add more inscriptions refer to Performing Updates or Adding Features in Chapter 9 in this guide Press the Menu key Select Meter Stamp Options Select the Inscript
201. tems To clean the outside of your mailing system wipe it off with a soft dry cloth Exterior Do not use harsh chemical cleaners If necessary use only Windex or soapy water You may clean the display screen on the IntelliLink Control Center with a mild glass cleaner and soft cloth CAUTION Do not pour or spray cleaner directly on the display screen or machine Spray on the cloth and wipe the screen with the dampened cloth Tape Tape maintenance consists of installing a new tape roll Maintenance The DM Series Digital Mailing System uses adhesive tape A red stripe appears along its edge approximately 22 inches from the end to indicate a low tape condition Replace the tape when the stripe appears To order new tape refer to Chapter 11 Supplies and Options in this guide CAUTION If you do not use Pitney Bowes supplied tape you will not be able to determine when the tape is run ning out and this may cause a jam The red stripe on the tape notifies you that you are run ning low on tape There is also a black stripe that tells the machine when it is out of tape When the system detects the black stripe on the tape it stops the machine At this point there is still a small amount of tape on the roll e Ifyou install a new roll before the system actually runs out of tape go to Tape is still on rollin this section e If the system runs out of tape and the message Out of Tape appears on the display go to Tape has run
202. ter Payment System Account in Chapter 6 of this guide Display Problems Description Possible Causes Solution Display is blank after moving the IntelliLink Control Center There is no power to the IntelliLink Control Center 1 Make sure the AC adapter is plugged into the back of the control center 2 Test the outlet to make sure it has power 3 If the problem persists call the Help Desk Refer to the Pitney Bowes Contact Informa tion List in this guide Unable to access display or keyboard does not respond This may be a system error Call the Help Desk Refer to the Pitney Bowes Contact Information List in this guide for the phone number Difficult to read the display You need to adjust the display contrast Adjust the display contrast refer to Adjusting the Display Contrast and Volume Control sec tion in Chapter 5 in this guide If the problem persists call the Help Desk Refer to the Pitney Bowes Contact Information List in this guide 10 10 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Weighing Problems Description Possible Causes Solution Weight on internal scale is erratic Possible interference Remove everything from the scale and turn off the power Rezero the scale To rezero the scale press the Menu key then select Zero Scale Make sure when you place mail on the sc
203. tes 2 Select Add ZIPs to Zone 0 3 Select the option you want 4 To add anew ZIP or edit an existing one use the numeric keys to enter all 5 digits of the new or edited ZIP Code 5 Press Enter when complete This feature may be offered as a standard or optional feature and is not available on all Pitney Bowes solutions Please contact your local account representative to determine if this option is accessible on your system This is for international use Use this option to apply discounts and or sur charges to a different carriers and classes 1 Press the Menu key on the control center and select Set Up Press the down arrow key and select Scale Rates 2 Select Discount Code 3 Select Create new to create a new discount code or select one of the displayed carrier names to edit an existing discount code 4 Define or edit the carrier class sub and subsubclass and whether you are applying a discount or surcharge at a percentage or flat rate 5 Follow the system prompts 5 11 5 Mailing System Setup Scale Rates Confirm Svc Barcode Prompt Scale Rates Smart Classes 5 12 This feature may be offered as a standard or optional feature and is not available on all Pitney Bowes solutions Please contact your local account representative to determine if this option is accessible on your system When using USPS Confirmation Services you can turn this option on to have the system display the following prompt when
204. the system At that time the system will require a valid operator ID and password to log on Follow the steps here to require each operator to enter his or her password when they log onto the system If operators have already been enabled on your system then you will need supervisor privileges to complete this operation 1 Press the Menu key 2 Select Set Up then select Basic Settings 3 Select Operators If operators have been enabled the Enter Supervisor Password screen appears At this point you must enter a supervisor password to con tinue with the operation or log off the system 4 Press the screen key for the Operators Passwords selection to toggle between On and Off This change will take effect the next time you or another operator logs on to the system At that time the system will require a valid operator ID and password to log on 7 10 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Creating Operators Setting Operator Auto Log Off Follow the steps below to create a new operator and assign a 4 digit alpha numeric password for the operator This operation requires that you have supervisor privileges e f supervisor passwords are on or e f operators have been enabled If you do not have supervisor privileges you can log on to the system but you cannot create any new operators 1 Press the Menu key 2 Select Set Up then select Basic Settings
205. the system The per transaction surcharge can be set anywhere from 50 00 to 50 00 e A per transaction percentage surcharge is calculated multiplying the postage cost of the entire batch by the percent transaction setting The per transaction percentage can be set anywhere from 100 to 100 NOTE The dollar amount enter can be either positive or a negative A negative amount indicates a discount will be applied to the postage amount for the trans action A positive amount indicates a surcharge will be applied to the postage amount for a transaction If you want to apply a batch surcharge or a surcharge that is customized for a specific transaction see Running Mail Entering a Surcharge in this chapter Follow the steps below to set a global surcharge or discount 1 Press the Menu key Select Set Up then Accounting Set Up The Setup Accounting screen appears 3 Select Global Surcharge 4 To add a add a surcharge or discount per piece a Select Per Piece b Type in the surcharge or discount amount you wish to use for each individual piece of mail c If necessary select Change to Discount to apply a discount d Press Enter 5 To adda surcharge or discount per transaction a Select Per Transaction b Type in the surcharge or discount amount you wish to use for each individual piece of mail c If necessary select Change to Discount to apply a discount d Press Enter 6 To add a surcharge or discount per transaction
206. ting 2 5 A 5 Side guide adjusting for mail 3 3 4 6 Smart Class selecting 4 20 setting up 5 12 Specifications accounting features and options 12 4 electrical 12 2 mailing materials 12 5 mailing system features and capabilities 12 4 operating conditions 12 2 Speed codes speed code list report 7 32 Index Stacker definition 2 6 Standby mode 5 20 Supplies ordering 11 2 Surcharges batch 7 17 global 7 6 per piece 7 6 per transaction 7 6 per transaction percentage 7 6 T Tape installing 9 2 ordering 11 2 Tape key when printing tapes 3 4 Time Date Stamping Mode using with INVIEW accounting 7 16 Timeouts display sleep 5 20 Transactions action to take when the log is full 7 21 clearing the transaction log 7 20 entering manual 7 18 printing transaction receipts 7 22 transferring account data 7 20 transferring transaction data 7 20 viewing the transaction log 7 19 Troubleshooting display problems 10 10 10 11 weighing problems 10 11 Updates performing 9 15 Using ERR with a Customer Reference Number 4 30 USPS Confirmation Services ordering labels 11 2 USPS confirmation services using barcodes 4 24 W Warnings configuring high and low fund warning 5 19 configuring low ink warning 5 19 high value warning A 3 ink waste full tray 10 2 insufficient funds A 3 low funds warning A 4 main screen display area 2 14 replacing ink cartridges 9 9 11 2 report showing warning values 8 9 safety 1 3 using postage tape 3 4 4 9
207. tion and location 2 12 Envelopes acceptable dimensions 12 5 Error report 8 10 E Z Seal ordering 11 2 E Z Seal bottle description 2 10 location 2 10 E Z Seal adding more solution 9 4 F Features adding new features 9 15 Feed cover 2 6 WOW 2 6 Feed deck optional WOW location 2 11 Funds setting the high value warning 5 19 setting the low value warning 5 19 Funds key adding postage 6 7 check Postage By Phone 6 6 checking available funds 6 6 clear batch number 4 33 description and location 2 12 Funds report 8 8 G Global discounts 7 6 Global surcharges 7 6 H Help Postage By Phone 6 2 Help key description 2 12 High funds warning description 5 19 setting up 5 19 l Ink cartridge location 2 11 ordering 11 2 replacing 9 9 Inscriptions included with the system 4 22 selecting 4 22 Inspections required by USPS 6 2 IntelliLink Control Center ICC definition 2 2 keys 2 12 IntelliLink Control Panel ICC location 2 6 J Jam release levers description and location 2 10 2 11 Jams clearing envelope in feed deck 10 5 clearing envelope jams in the feed module 10 5 10 6 10 7 clearing jams in the WOW module 10 6 clearing tape jams 10 8 Job ID autoclearing at end of transaction 7 9 requiring to run mail 7 8 selecting 7 18 K Keep track marker 2 14 Key in postage mode how to use 3 3 4 11 when to use 4 4 L LAN Firewall Settings 5 18 Index Language options 5 4 select 5 4 Loading a tape roll 9 2 Lock button
208. tiple lines Use this option to set the system to clear the class for each piece of mail weighed or to keep the last class used 1 Press the Menu key on the control center and select Set Up Press the down arrow key and select Scale Rates 2 Select Class if new Piece e To clear the class information select Clear set class to none To retain the class information select Retain use previous class 3 The system returns to the Scale Rates Set Up menu 5 9 5 Mailing System Setup Scale Rates Destination if New Piece Scale Rates Destination if New Class Scale Rates Autoclear Destination Value Scale Rates ZIP Zone Prompt 5 10 Use this option to set the system to clear the destination ZIP or Zone code for each piece of mail weighed or to keep the last class used Press the Menu key on the control center and select Set Up Press the down arrow key and select Scale Rates 1 Select Dest if new Piece e To clear the destination select Clear set class to none e To retain the destination select Retain use class destination 2 The system returns to the Scale Rates Set Up menu Use this option to set the system to clear the destination ZIP or Zone code each time you change the class of mail or to keep the last destination ZIP or Zone code used 1 Press the Menu key on the control center and select Set Up Press the down arrow key and select Scale Rates 2 Select Dest if new Class e To clear the d
209. too thin such as fliers or Tyvek envelopes or too fragile such as air mail and onion skin envelopes to pass through the feeder e Meet the other requirements for mail feeding listed in Chapter 12 Specifications in this guide from Chart A below If your mail meets the above requirements select the appropriate mode If your mail does NOT meet the requirements for direct printing you MUST print a postage tape Select the applicable postage mode from Chart B on the following page Chart A Printing on Mail If Then use this mode You know the amount of postage needed for your piece of mail Key In Postage You do not know the weight of your piece of mail Attached Scale The pieces of mail are different weights but fall within the guidelines listed above and in the Specifications in Appendix C in this guide WOWO Weigh On The Way All pieces of mail are identical Weight First Piece only avail able with WOW Your pieces of mail vary in types sizes and or weights Differential Weighing avail able as an option on your DM Series Digital Mailing Sys tem 4 4 SV62201 Rev C Chart B Postage Tape Mode DM525 and DM575 Series Digital Mailing System Operating Guide If You know the amount of postage needed for your piece of mail Then use this mode Key In Postage You do not know the weight of your piece of mail At
210. tting Up the Mailing System for INVIEW ACCOUNTING 00000 7 4 leie Re ME 7 10 Working with INVIEW Accounts 7 13 R n ing MAN EE 7 16 WWAENSACHOMODUONS Lee 7 18 INVIEW Accounting e 7 23 Ze INVIEW Accounting Navigating e You can access all of the INVIEW Accounting features by pressing Hints the Accounts key on the IntelliLink Control Center The system dis plays the account names in the format shown here Select Account ko None P2 Account Name gt lt subacct gt lt sub subacct gt P3 Account Name gt Screen lt subacct gt lt sub subacct gt Options P4 lt Account Name gt lt subacct gt lt sub subacct gt ke lt Account Name gt lt subacct gt lt sub subacct gt Enter Account Number Name lt p Set Up Arrow Keys VW Accounts and Help More Options Information To enter the INVIEW account set up mode press the right arrow key on the control center as indicated by the help information on the bottom on the right side of the main screen e The maximum number of options displayed is 5 To view more options press the down arrow key e You can select a numbered option either by pressing the screen key next to the option or by pressing the corresponding number on the key board and then pressing the Enter key e Pressing the left arrow key returns you to the main screen 7 2 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Overvie
211. unt list then press the screen key that corresponds with the account name 3 If the Account password is enabled the Enter Account Password screen appears If the Account password is not enabled go to step 4 a Type in the password b Press Enter 4 The system returns to the Main screen The name of the account you selected appears in the Account field 4 16 SV62201 Rev C Deselecting an Account DM525 and DM575 Series Digital Mailing System Operating Guide Selecting an Account by Name The account name search allows you to type in the account name or part of the account name to narrow down your search Follow the steps below to select an account by name 1 Press the Account screen key The Select Account screen appears listing all of your accounts 2 If necessary press the left arrow key to toggle the search by account name method 3 Type in the first few characters of the account name The list on the screen will show all the account names that start with the characters you have entered 4 Select the account you want to use e Press Enter to select the account that most closely matches the characters you searched on or e Ifa list of account names appear on the screen press the screen key that corresponds with the account you want to use The system returns to the Main screen and the name of the account appears in the Account field 5 If the account password is enabled the Enter Account Passwor
212. vailable and how to print them Chapter 9 Maintaining and Updating explains how to check the quality of the meter stamp and how to take care of the moistener and tape feeder It also tells you how to add features and update postal rates and carriers Chapter 10 Troubleshooting contains a list of problems you may encounter while using your mailing system Chapter 11 Supplies and Options lists the supplies available for your system and how to order them Chapter 12 Specifications contains the specifications for the mailing system and mailing materials Appendix A Glossary defines mailing terms used throughout this opera tor guide This section describes other sources of information available for the DM525 and DM575 Digital Mailing System e Quick Reference Cards Much of the information contained in the Operator guide such as how to set postage process mail or clear jams is Summarized in the Quick Reference Card Set The cards are located in a slot in the Stacker module of your system e Our Help Desk For a list of the Pitney Bowes web sites refer to the Pitney Bowes Contact Information List located at the front of this guide SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide What You Need to Know USPS Requirements Safety Requirements Since your postage meter Postal Security Device is licensed by the United States Postal Service USPS you must follow a few ba
213. vided by Pitney Bowes and send the records electronically Sending Your Records to Pitney Bowes Your system stores up to 100 of your barcode records and automatically connects to Pitney Bowes and uploads these records either at the sched uled time you specified during set up or whenever you have processed the maximum number of pieces of mail on the system NOTE In order to automatically upload your records your system must have a full time LAN or dedicated analog phone line connection Tracking Information on the Internet e After 24 hours you can track your mail on the internet using your Pitney Bowes Postage By Phone Meter Payment System account number and the barcode number Refer to the Contact Information List at the front of this guide for more information e You can also track your mail by going to the Postal Service s web site at www usps com 4 22 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Using Confirmation Services Before Printing Postage Adding Services or Making Changes If you already have postage on the mail and then decide you want to add a service follow the instructions here for Adding Confirmation Ser vices After Printing Postage If you need to add more postage to cover the confirmation services refer to the section Add Postage and or Change the Date in this chap ter If you realize you have put the wrong barcode on a piece of mail or package
214. w Ink Warning Press the screen key corresponding to the option you want You can choose to have the system notify you when there is less than a 5 day supply of ink or you can choose to ignore the warning FONDS 2nd Low Ink Warning Repeat the above for 1 5 day notification 5 19 5 Mailing System Setup D Configuring System Timeouts Timeouts Display Sleep Timeouts System Sleep 5 20 This section describes how to set various system timeouts for your mailing system Timeouts 1 To access the system timeouts press the Menu key on the control center and select Set Up 2 Select Basic Settings and then Time outs to get all of the timeout options The timeout options are listed on the right All of these options are described in the fol lowing sections P Display Sleep gt System Sleep gt Normal Preset Timer gt Feeding Timeout gt Waiting for Env gt Transaction Timeout Standby Mode Least Power Usage In order to reach the lowest level of power consumption the mailing system can be manually switched Off while still plugged into the wall Toggle the On Off switch to Off when not using the mailing system for an extended period of time When switched back On expect some delay for a normal reboot to assure that the entire system is ready to go This option allows you to specify how long the system can remain inactive before the display turns off You can set the timeout for 1 30 minutes
215. w of Accounting Before You Begin The information in this chapter describes how to set up the INVIEW Accounting package provided with your mailing system If you purchased the enhanced accounting package Budget Manager or if your system is connected to an AccuTrac Mail Accounting Software SA system or is part of the Business Manager system refer to the documentation provided with these applications e For the Budget Manager refer to SV60957 e For the AccuTrac Mail Accounting System SA refer to SV60514 e For Business Manager refer to the help file provided with the applica tion For information on your system s accounting features or if this is the first time you are setting up accounts and would like some examples of accounting structures and hierarchy see Working with INVIEW Accounts in this chapter To begin using the account setup procedures go to Using the INVIEW Accounting Setup Procedures on the next page Make sure the flash memory drive required to run INVIEW Accounting is installed on the IntelliLink Control Center on your DM Series system as shown in the picture here Flash memory drive on the IntelliLink Control Center If the flash memory is not installed contact your Pitney Bowes service representative SV62201 Rev C 7 3 Ze INVIEW Accounting Using the INVIEW Accounting Setup Procedures Setting Up the Mailing System for
216. with the flap facing down 3 To add more postage press the Mode key and select Key In Postage 4 Enter the additional amount using the numeric keys and press Enter Press the Start key If you are printing a tape press the Tape key 5 The additional postage prints on the envelope as shown here 6 If you print a tape apply the tape to the envelope below the existing meter stamp SV62201 Rev C d Running Mail To change the date 1 If you are printing the date correction on an envelope and if the enve lope is sealed press the Seal key and select Sealer Off If you are print ing on a tape go to step 3 2 Turn the piece of mail around 180 degrees so that the meter stamp is in the lower left corner as shown here Then place the envelope on the feed deck with the flap facing down 3 Press the Mode key and select Key In Postage gt A Enter the 00 00 for the postage value using the numeric keys and press Enter Press the Menu key and then select Meter Stamp Options Select the Date option and make the appropriate selection Follow the prompts on the main screen Press Enter when complete Press the Start key If you are printing a tape press the Tape key The date correction prints on the envelope as shown here oND o 10 If you print a tape apply the tape to the envelope below the existing meter stamp O Clearing the If you keep track of the number of pieces of mail you process f
217. without printing If you do not have a replacement cartridge order one now Refer to Supplies and Options Chapter 11 in this guide Out of Ink displays when there is no more ink left in the cartridge and your mailing system stops printing In order to resume printing you must change the ink cartridge WARNING Use Pitney Bowes ink cartridges to ensure bet printer performance Other ink cartridges may cause poor print quality rejected returned mail and uncovered service expense WARNING The ink in the cartridge may be harmful if swal lowed Keep new and used cartridges out of reach of chil dren Discard empty cartridges immediately WARNING Do not remove the ink cartridge if the printhead is not installed If the ink cartridge and printhead are removed at the same time ink from the print supply line will flow down the tube and squirt from the needle in the ink cartridge holder out into the printer and system interior WARNING Make sure there is enough room to fully lift the main cover without bumping the IntelliLink Control Center To replace the ink cartridge 1 Lift up the main cover and locate the ink cartridge lid Ink cartridge lid SV62201 Rev C 9 13 9 Maintaining and Updating 2 Push the tab on the front of the cartridge lid Lift the lid up and push toward the back of the machine 3 Remove the old ink car tridge by lifting it straight up 4 Insert the new cartridge with
218. y or a qualified installer SV62201 Rev C Table of Contents Pitney Bowes Contact List Chapter 1 Read this First Chapter 2 Meet the DM Series Digital Mailing System Chapter 3 Mail in a Minute Chapter 4 Running Mail Chapter 5 Mailing System Setup Chapter 6 Adding Postage Chapter 7 INVIEW Accounting Chapter 8 Reports Chapter 9 Maintaining and Updating Chapter 10 Troubleshooting Chapter 11 Supplies and Options Chapter 12 Specifications Appendix A Glossary Index Pitney Bowes Contact Information List PB Web Sites Our Help Desk Postage By Phone System Pitney Bowes Supplies For frequently asked questions go to http www pb com To place requests for service or training go to http www pb com and click on My Account To order PB supplies and accessories go to htto www pb com and click on Online Store To view and pay invoices online go to http www pb com and click on My Account To view inventory go to http www pb com and click on My Account To add postage to your Postage By Phone Meter Payment System account go to http www pb com and click on Add Postage to Your Meter For direct questions call 1 800 522 0020 Customer Service Represen tatives are available Monday through Friday 8AM 8 00PM EST To contact call 1 800 243 7800 To order Pitney Bowes approved supplies call our PB Supply Line at 1 800 243 7824 SV62201 Rev C
219. you want Summary or detailed as well as select the fields of information you want to appear on the report A detailed report outputs specific information about each transaction pro cessed by the system If you select the detailed report format you will be able to include any or all of the following data in your report e Transaction ID e Date of Transaction e Time e Account e Carrier e Class Fee es Job ID 1 e Operator e Total Weight e Pieces e Postage e Surcharge e Total Charge and e Transaction Type A summary report groups transaction information together by time period If you select the summary report format you will be able to include any or all of the following data in your report e Account e Carrier e Class Fee e Pieces e Postage e Surcharge e Total Charge e Year to Date Pieces e Year to Date Postage e Year to Date Surcharge and e Year to Date Total Charge Custom Report Tips e Available options on the Select Custom Report screen indicate open spaces where you can create a new custom report e When selecting data to include in the report e Selected appears next to the data name to indicate that it will be used in the report e Each data selection you make will appear as a column in the report e The Spaces Used counter on the bottom of the screen indicates how much space you have left in the report You will receive a Not Enough Space Lef
220. you can order from the Pitney Bowes Supply Line The area of the mailing machine where you feed the envelopes A series of five or six vertical bars used by automated postal equipment to identify orient and separate reply mail The amount of money in your Postage meter Postal Security Device PSD Press to get information about funds used in a job add funds to your meter enter new refill amounts or get Postage By Phone Meter Payment System balance A warning that you have entered a postage value above the value that you have entered into the system as your maximum allowable amount This feature prevents you from accidentally printing more postage than you need See Meter Imprint Cartridge containing the ink used to produce the meter stamp An optional message such as First Class or Non Profit that prints verti cally to the immediate left of the postage imprint A meter check required by the USPS A warning message that alerts you when you attempt to use more postage than is currently in your Postage Meter Postal Security Device PSD See Control Center Relieves the tension along the feeder path SV62201 Rev C A Glossary Lock Code Low Funds Warning Menu Key Meter Meter Imprint or Meter Stamp Mixed Mail Mode Key Modem Numeric Keys Password Permit Postage by Phone System Postage Meter Postal Security Device PSD Postage Tape Presets Pr
221. you want to transfer the transaction to The Transac tion Log screen appears with the updated account information in the Account field Press Enter Press the left arrow key to return to the Main screen The transaction log can hold up to 4 000 transactions depending upon the INVIEW Accounting package you use When the transaction log reaches full capacity you can clear out the log to allow the inclusion of new transac tions Follow the steps below to clear the transaction log 1 Press the Menu key Select Set Up Accounting Set Up then Transaction Log The Trans action Options screen appears Select Clear Transaction Log The Clear Transaction Log screen appears If you want to print a report select Yes If you do not want to print a report select No The Continue to Clear Log screen appears Select Yes to clear the log The system returns to the Transaction Options screen Press the left arrow key to return to the Main screen 7 20 SV62201 Rev C DM525 and DM575 Series Digital Mailing System Operating Guide Setting the Condition for the Log Full Warning Defining the Action to Take When the Log is Full You can set the log full warning to notify you when the transaction log is filled to a certain percentage The default setting is 90 which means that when the transaction log is 90 full you will receive a warning The lowest setting you can use is 80 The highest setting you can use

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