EngageOne™ Delivery Audit Version 4.0.0 User's Guide · 2019. 4. 1. · 1-GettingStarted Overview...

Customer Engagement

EngageOne™ Delivery AuditVersion 4.0.0

User's Guide

1 - Getting Started

Overview 4Uploading Input Files 4

2 -Working with Data ManagerWeb UI

Sign In the Web UI 8Changing your Password 9Working with Mailpieces 10Working with Jobs 22Working with Reports 26Working with Mail.dat® Files 36

3 - Working with IdentityManager Web UI

Sign In the Identity Manager Web UI 41Working with Users 42Working with Organizations 46Working with Groups 48Working with Business Roles 52

4 - EngageOne Delivery AuditReports

Job Summary Report 58Job ACS Report 59Delivery Report 61Job Status Report 62Postal Activity Reports 66

Remittance Summary Report 74Mailpiece Production Audit Report 75

5 - Working with DiagnosticUtility

Introduction 78System Requirements 78Using the Diagnostic Utility 78

6 - Input File Formats

Job File 81MRDF (Mail Run Data File) 85MPDF Mailpiece Record 86

7 - Glossary

Terms 89

Table of Contents

1 - Getting StartedFor up-to-date information on the Intelligent Mail® barcode, please refer tothe USPS® site: ribbs.usps.gov/

Data Manager, part of the EngageOne Delivery Audit open-system platform,allows users to submit and track mailpiece delivery based on their IntelligentMail® barcodes.

In this section

Overview 4Uploading Input Files 4

https://ribbs.usps.gov/

Overview

EngageOne Delivery Audit also allows users to submit and track mailpiece production. It providesthe following functionality:

• Mailpiece submission for the USPS® Start-the-Clock, Address Change Service (ACS™) and IMbTracing™ (Confirm®)

• Mail.dat® submission for spoilage tracking and reporting• Outbound and inbound mailpiece tracking and reporting• Mailrun data submission for mailpiece production (preparation) tracking• Mailpiece delivery tracking information archival in EngageOne Vault

These features are configurable based on your business requirements. For more information, referthe EngageOne Delivery Audit Installation and Administration Guide. For information aboutEngageOne Delivery Audit components and how they interact, refer EngageOne Delivery AuditOperations Guide.

Uploading Input Files

The Upload Input File feature allows you to upload an input file in the EngageOne Delivery Auditsystem. This feature can process the following input files to capture the mailpiece tracking (postaland production) information:

• EngageOne Delivery Audit Job: This is a line-sequential, fixed-field flat (*.txt) file that describesyour mailing to EngageOne Delivery Audit. Postal tracking information coming from USPS® viaMAIL360 Hub is matched against the mailpiece records available in this file. For information aboutthe file format, refer Job File.

• MRDF (Mail Run Data File): This is a fixed length file that provides information about the mailpiecesincluded in a mailpiece production run. The file contains information, such as account identifier,recipient name, and IMb. EngageOne Delivery Audit processes only a set of mandatory andoptional fields provided in an MRDF mailpiece record. Refer MRDF (Mail Run Data File).

• MPDF (Mailpiece Data File): This is a semicolon delimited file that provides information generatedduring a mailpiece production run. This file contains information, such as production process(print/insert), production facility name, machine (printer/inserter) name, and operator name. In thefile, first row contains the header for each column delimited by semicolon and the following rowscontain the values for those headers, delimited by semicolon. EngageOne Delivery Audit processesonly a set of mandatory and optional fields provided in this file. ReferMPDF (Mailpiece Data File).

4EngageOne™ Delivery Audit 4.0.0 User's Guide

Getting Started

• Mail.dat®: This is a data format standard that can be used for communicating information aboutthe composition of a mailing (EngageOne Delivery Audit Job). For more information about thisfile, referWorking with Mail.dat® Files.

• Postal scans: These files provide mailpiece delivery tracking information. MAIL360 Hub (hostedby Pitney Bowes) receives these files from the USPS® and provides to your EngageOne DeliveryAudit instance. EngageOne Delivery Audit processes the following type of postal scans:

• Start-the-Clock• Address Change Service™ (ACS™)

• Change-of-Address (COA)• Undeliverable-as-Addressed (Nixie)

• Secure Destruction• IMb Tracing™ (Confirm®)

You are recommended to ingest these files in the order they have been described above. Ifyou do not ingest files in the recommended order, the records are not linked/matched

Note:

appropriately. How to rematch those records, refer EngageOne Delivery Audit OperationsGuide.

For information on how EngageOne Delivery Audit components process these files and how toresolve any issues while processing, refer EngageOne Delivery Audit Operations Guide.

How to configure the mandatory/optional fields of the MRDF and MPDF files, refer EngageOneDelivery Audit Installation and Administration Guide.

How to ingest (process) an EngageOne Delivery Audit Job, an MRDF, and an MPDF file, referIngesting a Job, Ingesting an MRDF, and Ingesting an MPDF respectively. How to ingest aMail.dat®, refer Adding a Mail.dat® File. The application automatically downloads the postal scanfiles from the MAIL360 Hub for further processing. You do not need to manually ingest those filesin the application.

Ingesting a Job

You are recommended to ingest a job at least 2-3 days before the actual induction date of thecorresponding mailpieces in the USPS® facility. To ingest a job:

1. Navigate to the jobs-hotfolder. Following is the default directory location:C:\PitneyBowes\EngageOne\Delivery Audit Data\Data Manager\jobs-hotfolder.

2. In the jobs-hotfolder, place one or more job files that you want to ingest by using FTP or bycopying manually.

3. The EngageOne Delivery Audit application continuously polls the jobs-hotfolder at a configurablefrequency. Once the job is available in the jobs-hotfolder, the application initiates the processing.

4. To verify processing status of a job file, referWorking With Jobs. Once successfully processed,the electronic information about the mailpieces is saved in the system.


Getting Started

Once you ship the corresponding physical mailpieces to USPS®, your EngageOne Delivery Auditwill start receiving the delivery tracking information. To track mailpieces and generate standardizedpostal activity and mailpiece data reports, referWorking with Data Manager Web UI on page7.

Ingesting an MRDF

To ingest an MRDF:

1. Navigate to the appropriate sub-folder in the mrdf-hotfolder. Following is the default directorylocation: C:\PitneyBowes\EngageOne\Delivery Audit Data\DataManager\mrdf-hotfolder\<sub-folder>.

In the mrdf-hotfolder, how to configure sub-folders, refer the EngageOne Delivery AuditInstallation and Administration Guide.

Note:

2. In the sub-folder, place the MRDF by using FTP or by copying manually.3. The application continuously polls the mrdf-hotfolder at a configurable frequency. Once the MRDF

is available in the sub-folder, the application initiates the processing.

Once successfully processed, the information about the mailpieces to be prepared in a mailproduction facility is saved in the system. After this, you can start ingesting the associated MPDFfiles containing the mail production events. The application will process those MPDF files andmatch the production events with the corresponding MRDF records. To track mailpiece productionand generate production audit reports, referWorking with Data Manager Web UI on page 7.

Ingesting an MPDF

To ingest an MPDF:

1. Navigate to the appropriate sub-folder in the mpdf-hotfolder. Following is the default directorylocation: C:\PitneyBowes\EngageOne\Delivery Audit Data\DataManager\mpdf-hotfolder\<sub-folder>.

In the mpdf-hotfolder, how to configure sub-folders, refer the EngageOne Delivery AuditInstallation and Administration Guide.

Note:

2. In the sub-folder, place the MPDF by using FTP or by copying manually.3. The application continuously polls the mpdf-hotfolder at a configurable frequency. Once the

MPDF is available in the sub-folder, the application initiates the processing.

Once successfully processed, the mailpiece production information is matched with thecorresponding MRDF record and saved in the system. To track mailpieces, referWorking withData Manager Web UI on page 7.


Getting Started

2 - Working with DataManager Web UIThe EngageOne Delivery Audit Data Manager Web User Interface (UI)offers mailpiece life-cycle tracking (production to postal delivery) andreporting features.

In this section

Sign In the Web UI 8Changing your Password 9Working with Mailpieces 10Working with Jobs 22Working with Reports 26Working with Mail.dat® Files 36

Sign In the Web UI

To Sign In the EngageOne Delivery Audit Data Manager Web UI:

1. Launch the following URL in a Web browser window: http://servername/datamanagerweb/

Data Manager Web UI works on Chrome, Firefox, and IE 11.Note:

2. On the Sign In screen specify the User Name and Password.3. Click Sign In.4. EngageOne Delivery Audit Data Manager Home screen appears.


Working with Data Manager Web UI

Alternatively, if you have not configured OpenAM for authentication and authorization,use the following URL format: http://servername/datamanagerweb/login/login.

Note:

Changing your Password

This feature allows the EngageOne Delivery Audit users to modify their own passwords. Onlyfollowing users can modify their password:

• EngageOne Delivery Audit-specific user accounts - created and stored in the EngageOne DeliveryAudit Identity Store.

• OpenDJ user accounts - created using EngageOne Delivery Audit Identity Server Web UI or usingOpenDJ UI, but stored in the OpenDJ data store only.

If you are a Directory Service (Active Directory) user, then you cannot use this feature tomodify your password. You can modify your password using the change password feature

Note:

of your Directory Service only. Therefore, by default, this feature is OFF; how to enable,refer EngageOne Delivery Audit Installation and Administration Guide.

To change the password:

1. Click name of the logged in user on the top-right and select Change Password.



2. Specify appropriate information in the following fields:

• Old Password: enter your existing password• New Password: enter your new password• Confirm New Password: re-enter your new password

The new password must contain at least the following elements: one number, one uppercase letter, and one lower case letter. At least one of the following special characters:*, $, or ! and minimum eight characters in length.

Note:

3. Click Submit. If the password contains these required elements, you will receive a confirmationmessage. Otherwise, an error message will be prompted. You should try another new password.

Working with Mailpieces

This feature allows you to track the complete life-cycle of a mailpiece starting from production topostal delivery. A mailpiece means a customer communication such as, a bank account statementor a telephone bill.

Tracking Mailpiece Production

This feature allows you to track a mailpiece when it goes through different production steps, suchas print, insert, and sort. To track a mailpiece production:

1. Click Mailpiece and select the Production option.



2. On the Production Tracking screen, specify the search criteria:

• Account Identifier: Unique Account Identifier (mandatory) of the mailpiece recipient.• [SLA Due Date] Start Date and End Date: The date range for which you wish to search. Youmay enter just the start date to search for all mailpieces produced from that date through thecurrent date. You may also enter just the end date to return all mailpieces in the system spanningthrough that date. The date should either be in MM/DD/YYYY format or selected using thecalendar icon. By default, date fields will show last one month date range.

• DATA1 & DATA2: Use these fields to further filter your search results. Based on the mappingof these fields, you can specify values in these text fields. For example, if you have configuredthese fields to save Recipient Name and ZIP5, then you can specify appropriate values in thetext fields.

You can also customize these field labels. By default, these are set to display as Data1and Data2. Refer EngageOne Delivery Audit Installation and Administration Guide.

Note:

3. To clear and re-enter the search criteria, click Reset.4. Click Search. The search results will appear in a tabular format listing the mailpieces matching

your search criteria.

If your search returns multiple result pages, you can use the paging bar to scroll throughthe results. How to configure the number of mailpieces displaying per page, refer theEngageOne Delivery Audit Installation and Administration Guide.

Note:

5. For each mailpiece, the search results table includes the following mailpiece details:



Account Identifier— Account Identifier of the mailpiece recipient•• DATA1 & DATA2— These fields will contain information as per the configuration settings.How to customize these default field labels, refer the EngageOne Delivery Audit Installationand Administration Guide.

• SLA Due Date— The date on or before which the mailpiece is expected to be produced(prepared)

• Production Facility— Facility name where the mailpiece production process (print/insert) isbeing performed

• Status— the current mailpiece production status• Audit Trail Report— a link to create the Mailpiece Production Audit Report

6. To view associated postal tracking information:

a. Click the icon to expand the mailpiece.b. Click the Postal Tracking Details link at the bottom of the expended section. The section will

further expand to display postal tracking information associated with the mailpiece (outboundonly); refer Information for Outbound Mailpieces on page 17.

Viewing the Production Details

In the production mailpiece search results, you can view additional information for each mailpieceby clicking the expand icon next to the mailpiece record. Conversely, you can collapse this informationby clicking the icon again. Depending on the mailpiece status, the available information will vary.

If you have only ingested an MRDF, then the status of all the associated mailpieces will be Prepared.Once you start ingesting associated MPDF files (production events), the status will be in the<production process>-<status> format. For example, if the mailpiece has successfully beenprinted, then status will be Print-Completed. Similarly, if the mailpiece has successfully beeninserted in an envelope, then status will be Insert-Completed.

The following sections provide mailpiece information available for each possible status:

Status = Prepared

Mailpiece details

Status = <production process>-<status>

• Mailpiece details

• Insert details:

• Inserted At - production facility where mailpiece is being inserted into envelop• Inserted On - date & time of the insert process• Machine - name of the machine (inserter)• Operator - name of the person operating the machine (inserter)

• Print details:

• Printed At - production facility where mailpiece is being printed



• Printed On - date & time of the print process• Machine - name of the machine (printer)• Operator - name of the person operating the printer

Tracking the Mailpiece Delivery

This feature allows you to track postal delivery of a mailpiece (customer communication) when itgoes though different statuses such as, Inducted, Forwarded, or Delivered. To track a mailpiecedelivery:

1. Click Mailpiece and select the Postal option.

2. On Postal Tracking screen, specify the search criteria:



Enterprise Keys: Use these fields to filter your search results based on any user-specifiedenterprise keys. Information entered in the enterprise key fields must not exceed 64 charactersand you must specify an exact match to the desired search results.

•

At least one of the Enterprise Keys is mandatory.Note:

• [Job Mailing Date] Start Date and End Date: Enter or select the date range for which you wishto search. You may enter just the start date to search for all mailpieces shipped from that datethrough the current date. You may also enter just the end date to return all mailpieces in thesystem spanning through that date. The date should either be in MM/DD/YYYY format orselected using the calendar icon. By default, date fields will show last one month date range.

• Mailpiece Type: Select the type of mailpieces, outbound or inbound, that you want to search.By default, the Outbound Mailpiece option is selected.

• Outbound Mailpiece: Select this radio button to search for outbound mailpieces.• Inbound Mailpiece: Select this radio button to search for inbound mailpieces. When thisradio button is selected, First Name, Last Name, and Business Name fields are is disablestate.

• First Name, Last Name, and Business Name: Enter the complete or partial first name, lastname, and/or business name of the mailpiece recipient. Information entered in the name fieldsmust not exceed 60 alphanumeric characters.

3. To reset the search criteria, click Reset.4. Click Search. The search results will appear in a tabular format listing the mailpieces matching

the specified search criteria.



If your search returns multiple result pages, you can use the paging bar to scroll throughthe results. How to configure the number of mailpieces displaying per page, refer theEngageOne Delivery Audit Installation and Administration Guide.

Note:

5. For each mailpiece, the search results table includes the following information:

• Name— Mailpiece recipient's name• Address— Mailpiece recipient's address

In case of inbound mailpieces, the Name and Address fields are blank.Note:

• Enterprise Keys (1, 2, and 3) — Any enterprise information associated with the mailpiece.• Mailing Date— The date on which you shipped the mailpiece• Status— The current status of the mailpiece. This will be one of the following:

• For an outbound mailpiece:

• New—The mailpiece record has been ingested successfully in EngageOne Delivery Auditthrough the job file.

• Manifested— The mailpiece has been produced and the associated Mail.dat® has beensuccessfully ingested in EngageOne Delivery Audit.

• Spoiled—Themailpiece has been damaged during production process and the associatedMail.dat® has been successfully ingested in EngageOne Delivery Audit.



• Inducted— Once the associated Mail.dat® is successfully ingested and the EngageOneDelivery Audit receives a Start-The-Clock scan from the USPS for the handing unit containingthis mailpiece.

• Mailed—The mailpiece is on the way for delivery to its recipient. The status of a mailpiecebecomesMailed when EngageOne Delivery Audit receives a Confirm scan for that mailpiece.

• Forwarded— The mailpiece has been redirected to new address as the recipient hasmoved to a different location. The status of a mailpiece becomes Forwarded whenEngageOneDelivery Audit receives a Change of Address (ACS-COA) scan for that mailpiece.

• Delivered— The mailpiece has been delivered to the recipient. The status of a mailpiecebecomes Delivered when EngageOne Delivery Audit receives a Confirm (Stop-the-Clock)scan for that mailpiece.

• Undeliverable— The mailpiece cannot be delivered to the specified address for variousreasons. The status of a mailpiece becomes Undeliverable when EngageOne Delivery Auditreceives an ACS-Nixie (UAA) scan for that mailpiece.

• For an inbound mailpiece

• Mailed— The inbound mailpiece has been shipped but has not been delivered to therecipient (mailing organization).

• Delivered— The inbound mailpiece has been delivered to the recipient (mailingorganization).

• No Info— No information available as no scans received for the inbound mailpiece yet.

• For a remittance mailpiece (associated with an outbound mailpiece):

• Mailed— The remittance has been shipped but has not been delivered to the recipient.• Delivered— The remittance has been delivered to the recipient.• No Info— No information available as no scans received for the inbound mailpiece yet.

6. To view production tracking information:

a. Click the expand icon to expand the mailpiece.b. Click the Production Tracking Details link at the bottom of the expended section. The section

will further expand to display the production tracking information; referViewing the ProductionDetails on page 12. EngageOne Delivery Audit Data Manager Web UI allows you to trackproduction of outbound mailpieces only. Therefore, the Production Tracking Details link willbe available only for outbound mailpieces.

Viewing the Postal Details

You can view additional information for each mailpiece in the search results by clicking the expandicon next to the mailpiece. Conversely, you can collapse this information by clicking the icon again.The information available for each mailpiece will vary depending on the type of mailpiece (outbound,inbound or remittance) and mailpiece’s status. The following sections provide mailpiece informationavailable for each possible mailing statuses.



The following example shows the expanded information for an outbound mailpiece (with associatedremittance) that has been Delivered.

Information for Outbound Mailpieces

This section provides information for OutboundMailpieces (includes information related to associatedremittances, if any).

• Status = New

• Status = Manifested

• Status = Spoiled

• Status = Inducted

• Status = Mailed

• Status = Forwarded

• Status = Delivered

• Status = Undeliverable

Status = New

• IMB - Intelligent Mail® barcode• Recipient - Name of the recipient• Address - Address of the recipient• Tracking Details:

• Last Seen At – The city and state of the last postal facility where the mailpiece has been scanned.• Last Seen On – The date/time of the last scan.• Estimated Delivery Date – The date on which the mailpiece is estimated to be delivered.



• Actual Delivery Date – The date on which the mailpiece has actually been delivered.

If the Actual Delivery Date is greater than the Estimated Delivery Date, the Actual DeliveryDate is displayed in orange text.

Note:

• Remittance Mailpiece information (if available):

• IMB - Intelligent Mail® barcode• Tracking Details

If there are multiple remittance mailpieces, the information for each remittance will belisted separately.

Note:

Status = Manifested

• IMB - Intelligent Mail® barcode• Recipient - Name of the recipient• Address - Address of the recipient• Tracking Details• Remittance Mailpiece information (if available):

• IMB - Intelligent Mail® barcode• Tracking Details

• Mail.dat® Details:

• Prepared Date• Mail.dat® File Name• Production Facility• Mail.dat® Job ID• Mail.dat® Job Name

Status = Spoiled

• IMB - Intelligent Mail® barcode• Recipient - Name of the recipient• Address - Address of the recipient• Tracking Details• Remittance Mailpiece information (if available):

• IMB - Intelligent Mail® barcode

• Mail.dat® Details:

• Spoilage Code• Prepared Date• Mail.dat® File Name



• Production Facility• Mail.dat® Job ID• Mail.dat® Job Name

Status = Inducted

• IMB - Intelligent Mail® barcode• Recipient - Name of the recipient• Address - Address of the recipient• Tracking Details• Status = Inducted• Remittance Mailpiece information (if available):

• IMB - Intelligent Mail® barcode• Tracking Details• Status = No Info

Status = Mailed

• IMB - Intelligent Mail® barcode• Recipient - Name of the recipient• Address - Address of the recipient• Tracking Details• Status = Mailed• Remittance Mailpiece information (if available):


Status = Forwarded

• IMB - Intelligent Mail® barcode• Recipient - Name of the recipient• Address - Address of the recipient• Tracking Details• Status = Forwarded• Forwarded to New Address - The new address of the recipient• Move Effective Date - The date on which the recipient actually moves from old address to newaddress.

• Forwarded Date - The date on which MAIL360 Hub receives an ACS-COA scan eventcorresponding to a mailpiece.

Forwarded to New Address, Move Effective Date, and Forwarded Date will keep onappearing even if, the mailpiece status changes from Forwarded to Mailed, Delivered, orUndeliverable.

Note:





Status = Delivered

• IMB - Intelligent Mail® barcode• Recipient - Name of the recipient• Address - Address of the recipient• Tracking Details• Status = Delivered• Remittance Mailpiece information (if available):

• IMB - Intelligent Mail® barcode• Tracking Details• Status = Either Delivered, No Info, or Mailed

Status = Undeliverable

• IMB - Intelligent Mail® barcode• Recipient - Name of the recipient• Address - Address of the recipient• Tracking Details• Status = Undeliverable• Reason - Reason for undeliverablility• Undeliverable Date - The date on which MAIL360 Hub receives an ACS-Nixie scan eventcorresponding to a mailpiece.



Information for Inbound Mailpieces

This section provides information for Inbound Mailpieces in different statuses.

Status = Delivered, Mailed, or No Info

• IMB - Intelligent Mail® barcode• Tracking Details• Status



Exporting the Search Results to PDF

You can accomplish this by clicking the PDF icon just above the search results table on the mailpiecesearch (Production Tracking and Postal Tracking) screens. In the search results, if you have notexpanded any of the mailpiece records, then all the records will be exported in tabular format.

If one or multiple records have been expanded, then only those expended records will be exported.You will see a page of Mailpiece Tracking Details for each expanded record. You can save andprint your search results using your PDF application.

Emailing Search Results

You can email the search results that you export to a PDF document.



To email your search results, click the email icon just above the search results table on the mailpiecesearch (Production Tracking and Postal Tracking) screens. This will open an e-mail message box,Send Mail with the results attached as a PDF document. The attachment will be in the same formatas described under Exporting the Search Results to PDF. In the e-mail message box, specify thee-mail address of the recipient(s) to whom you want to send the e-mail, enter the desired message,and click the Submit button.

Working with Jobs

This feature allows you to search for Jobs and Job files. A job contains information related to a setof mailpieces that need to be shipped. Whereas, a job file is nothing but a text file containing a job.

Searching for Jobs

The feature allows you to:

• Display a list of jobs and job details based on your search criteria. Job details in each row of thelist include Job Name, Job Description, and Job Mailing Date.

• Expand any row to see individual job file information, such as Job File Name, Processed Date,and Submission Date.

• Submit requests for generating reports.



To search for jobs:

1. Click Job and select the Job option to display the Job screen. By default, the jobs having jobmailing date spanning through last one week will display on the search screen.

2. Specify your search criteria:

You must specify a date range for any search. Specifying a Job Name will speed upyour search.

Note:

• [Job Mailing Date] Start Date (required) and End Date (required): Enter or select the daterange for which you wish to search. The date should either be in MM/DD/YYYY format orselected using the calendar icon. By default, the last week date range is displayed in the datefields. All jobs with their job mailing dates in the specified date range will be retrieved.

You can modify the default date range by setting the JobDateRangeInDays key inthe Mail360DataManagerUI.config file located in the Data Manager Web Clientinstallation directory.

Note:

• Job Name: Enter complete or partial name of the job that you want to search for. The searchfeature provides you the flexibility of searching by entering partial text, eliminating the restrictionof performing exact match searches. Search results will display the retrieved records in thesorted order based on their relevance. For example, you want to retrieve "Steven" in the hitlist (search output) on the Mailpiece Query Screen when searching for "Steve" in the firstname field. After the search is executed, the Text Search feature will display all records thatexactly match "Steve" at the top of the hit list. Then, all records such as, "Steven" that contain"Steve" are displayed.

3. Click Search. A list of jobs matching the specified search criteria will appear on the screen ina tabular format. If your search returns multiple results pages, you can use the paging bar toscroll through the results. Each row includes the following fields:



Job Name•• Job Description• Job Mailing Date• File Name• Submission Date• Processing Date

4. Click the drop-down icon under the Execute Report field to view the list of available Job reports,which are:

• Job ACS Report• Job Summary Report• Job Status Reports:

• Outbound Delivered Report• Outbound Undeliverable Report• Outbound Spoiled Report• Inbound Delivered Report

• Delivery Report

5. To execute a report, select the desired report option and click the execute icon.6. To delete a job, click the Delete icon. You will see a confirmation dialog box.

You can delete a job, only if you have the permissions to do so. In addition, you cannotdelete a job if, (1) there exist an associated Mail.dat® or matching scan events (Confirm®,

Note:

ACS™, or Start-the-Clock) in the system. How to delete such a job, refer the instructionsfor the manual job rollback process explained in the EngageOne Delivery AuditOperations Guide.

To learn about the available report formats and sharing options, refer EngageOneDelivery Audit Reports.

Searching for Job Files

A Data Manager job may consist of multiple job files. This feature allows you to:

• Display a list of job files and related details based on your search criteria.• Expand any row to submit requests for generating reports.

To search for job files:

1. Click Job and select the Job File option to display the Job File screen. By default, the job filessubmitted during last one week will display on the search screen.



2. Specify your search criteria:

• [Submitted Date] Start Date and End Date: Enter or select the date range for which you wishto search. The date should either be in MM/DD/YYYY format or selected using the calendaricon. By default, the last week date range is displayed in the date fields.

You can modify the default date range by setting the JobDateRangeInDays key inthe Mail360DataManagerUI.config file located in the Data Manager Web Clientinstallation directory.

Note:

• Job File Name: Enter complete or partial name of the job file that you want to search for.The search feature provides you the flexibility of searching by entering partial text, eliminatingthe restriction of performing exact match searches. Search results will display the retrievedrecords in the sorted order based on their relevance. For example, you want to retrieve"Steven" in the hit list (search output) on the Mailpiece Query Screen when searching for"Steve" in the first name field. After the search is executed, the Text Search feature will displayall records that exactly match "Steve" at the top of the hit list. Then, all records such as,"Steven" that contain "Steve" are displayed.

3. Click Search. A list of job files matching the specified search criteria will appear on the screenin a tabular format. If your search returns multiple results pages, you can use the paging barto scroll through the results. Each row includes the following fields:

• Name - name of the job file.• Status - status (processed or rejected) of the job file.• Submission Date - the date on which the job file has been submitted in EngageOne DeliveryAudit.

• File Date - the date on which the job file was created.



• Processed Date - the date on which the job file has been processed in EngageOne DeliveryAudit.

• Error messages - error message, if any, in case a job file has not been processedsuccessfully.

4. Click the drop-down icon under the Execute Report field to view the list of available Job reports,which are:

• Job ACS Report• Job Summary Report• Job Status Reports:

• Outbound Delivered Report• Outbound Undeliverable Report• Outbound Spoiled Report• Inbound Delivered Report

• Delivery Report

5. To execute a report, select the desired report option and click the execute icon.

To learn about the available report formats and sharing options, refer EngageOneDelivery Audit Reports.

Note:

Working with Reports

This section provides information on postal activity reports using the EngageOne Delivery AuditData Manager UI. Your report choices are:

• Job ACS Report• Job Summary Report• Job Status Report• Delivery Report• Change of Address (COA) Report• Undeliverable as Addressed (UAA) Report• Secure Destruction (SD) Report• Repeated Secure Destruction (SD) Report• Days in System Report• USPS Performance Report• Remittance Summary Report• Mailpiece Production Audit Report



Additionally, EngageOne Delivery Audit also provides the User Session History Reportfor admin users. This report provides information about the users who log into the application

Note:

during a specified time period. In the current version, you cannot execute this report usingthe UI. How to execute and view the report, refer EngageOne Delivery Audit OperationsGuide.

Viewing Job ACS Report

To select a job for the Job ACS Report, click the Job menu and select Job or Job File option toopen the Job or Job File screen. To know more on how to search, refer Searching for Jobs orSearching for Job Files.

Once you have performed the search, complete the following steps to generate the report:

1. Identify the job or job file for which you want to generate the Job ACS Report.2. Select the Job ACS Report option from the drop-down list under Execute Report.3. Click the execute icon. A pop-up message, “Your Report request has been received, once the

report will be ready you can view it in Report Inbox” will be displayed.4. Close the message box.5. To view the successfully generated report, refer Viewing Reports in the Report Inbox. The

report will appear as described under Job ACS Report.

Viewing the Job Summary Report

The Job Summary Report allows you to retrieve job information for a specific job. It allows you toview detailed delivery statistics.

To select a job for the Job ACS Report, click the Job menu and select Job or Job File option toopen the Job or Job File screen. To know more on how to search, refer Searching for Jobs orSearching for Job Files.


1. Identify the job or job file for which you want to generate the Job Summary Report.2. Select the Job Summary Report option from the drop-down list under Execute Report.3. Click the execute icon. A pop-up message, “Your Report request has been received, once the

report will be ready you can view it in Report Inbox” will be displayed.4. Close the message box.5. To view the successfully generated report, refer Viewing Reports in the Report Inbox. The

report will appear as described under Job Summary Report.



Viewing the Job Status Report

The Job Status Report allows you to view the status of the mailpieces in a job. To select a job forthe Job ACS Report, click the Job menu and select Job or Job File option to open the Job or JobFile screen. To knowmore on how to search, refer Searching for Jobs or Searching for Job Files.


1. Identify the job or job file for which you want to generate the Job Status Report.2. Select one of the following type of Job Status Report option from the drop-down list under Execute

Report.

• Outbound Delivered Report• Outbound Undeliverable Report• Outbound Spoilage Report• Inbound Delivered Report

3. Click the execute icon. A pop-up message, “Your Report request has been received, once thereport will be ready you can view it in Report Inbox” will be displayed.

4. Close the message box.5. To view the successfully generated report, refer Viewing Reports in the Report Inbox. The

report will appear as described under Job Status Report.

Viewing the Delivery Report

TheDelivery Report provides area-wise (state/SCF/ZIP3/ZIP5) delivery percentages for themailpiecesin a specified job. To select a job for the Job ACS Report, click the Job menu and select Job orJob File option to open the Job or Job File screen. To knowmore on how to search, refer Searchingfor Jobs or Searching for Job Files.


1. Identify the job or job file for which you want to generate the Job Delivery Report.2. Select the Delivery Report option from the drop-down list under Execute Report.3. Click the execute icon.



4. On theDelivery Report dialog box, specify the following Delivery Rate Cut Range (%) parameters:

• First lowest range—Themaximum percentage for the lowest delivery-rate group. The defaultis 1%.

• Second lowest range—The maximum percentage for the second lowest delivery-rate group.The default is 25%.

• Third lowest range— The maximum percentage for the third lowest delivery-rate group. Thedefault is 50%.

• Fourth lowest range— The maximum percentage for the fourth lowest delivery-rate group.The default is 75%.

5. Click the Submit button. A pop-up message, “Your Report request has been received, once thereport will be ready you can view it in Report Inbox” will be displayed.


report will appear as described under Delivery Report.

Viewing the Change of Address (COA) Report

The Change of Address (COA) Report lists the ACS-COA scan events received from the USPS®

over a user specified time period. The list is further categorized based on the mail type (mail class)of the corresponding mailpieces. To generate the COA report:

1. Click the Reports menu and select the COA Report option.



2. Enter the Start Date (required) and End Date (required). Use the calendars to select the dates.Information related to the ACS-COA scan events having ACSDate spanning between the specifieddate range will be displayed in the generated report. Here, ACSDate is the date on which MAIL360Hub receives an ACS-COA scan event corresponding to an outbound mailpiece. By default, daterange of last one month will display in the date fields.



report appears as described under Change of Address (COA) Report.

Viewing the Undeliverable as Addressed (UAA) Report

The Undeliverable as Addressed (UAA) Report lists the ACS-Nixie scan events received from theUSPS® over a user specified time period. The list is further categorized based on the mail type (mailclass) of the corresponding mailpieces. To generate the UAA report:

1. Click the Reports menu and select the UAA Report option.

2. Enter the Start Date (required) and End Date (required). Use the calendars to select the dates.Information related to the ACS-Nixie scan events having ACSDate spanning between the specifieddate range will be displayed in the generated report. Here, ACSDate is the date on which MAIL360



Hub receives an ACS-Nixie scan. By default, date range of last one month will display in the datefields.



report appears as described under Undeliverable as Addressed (UAA) Report.

Viewing the Secure Destruction (SD) Report

The Secure Destruction (SD) Report lists the mailpieces for which EngageOne Delivery Auditreceives SD scan events with scan date in the specified date range. The list is further categorizedbased on the Nixie code (reason for undeliverability) received from the USPS®. To generate theSD report:

1. Click the Reports menu and select the SD Report option.

2. Enter the Start Date (required) and End Date (required). Use the calendars to select the dates.Information related to the SD scan events having SD Date spanning thru the specified date rangewill be displayed in the generated report. Here, SD Date is the date on which MAIL360 Hubreceives an SD scan event. By default, date range of last one month will display in the date fields.



report appears as described under Secure Destruction (SD) Report.



Viewing the Repeated Secure Destruction (SD) Report

The Repeated Secure Destruction (SD) Report lists the customers (mailpiece recepient) for whomEngageOne Delivery Audit receives multiple SD scan events with scan date in the specified daterange. To generate the Repeated SD report:

1. Click the Reports menu and select the Repeated SD Report option.

2. Enter the Start Date (required) and End Date (required). Use the calendars to select the dates.Information related to the SD scan events having SD Date spanning thru the specified date rangewill be displayed in the generated report. Here, SD Date is the date on which MAIL360 Hubreceives an SD scan event. By default, date range of last one month will display in the date fields.



report appears as described under Repeated Secure Destruction (SD) Report.

Viewing the Days in System Report

The Days in System Report provides detailed information on outbound mailpieces that have beenmailed over a user specified time period. To generate the Days in System report:

1. Click the Reports menu and select the Days In System option.



2. Enter the following required parameters:

• Year— Select the year• Month— Select the month• View Type— Select the View Type such as, State, SCF, ZIP 3 or ZIP 5



report appears as described under Days in System Report.

Viewing the USPS Performance Report

The USPS Performance Report ranks all similar USPS® facilities based on their achievement indelivering mailpieces. To generate the USPS Performance report:

1. Click the Reports menu and select the USPS Performance option.

2. Enter the following parameters:



Year and Month— These fields are required. The year and month for which the user wantsto generate the report.

•

• View Type— Select the View such as State, SCF, ZIP 3 or ZIP 5 of the report.• Delivered in— A whole number value, based on which report data will be organized. Forexample, if 5 is selected then the report will be generated to show the total number of mailpiecesdelivered in more than 5 days or within 5 days. This is also a required field.



report appears as described under USPS Performance Report.

Viewing the Remittance Summary Report

The Remittance Summary Report provides the daily volume of incoming (remittance) mail to a lockbox. To generate the Remittance Summary report:

1. Click the Reports menu and select the Remittance Summary option.

2. Enter the Start Date (required) and End Date (required). Use the calendars to select the dates.Information related to the incoming mails received during the indicated time span will be displayedin the generated report. By default, date range of last one month will display in the date fields.



report appears as described under the Remittance Summary Report.



Viewing the Mailpiece Production Audit Report

The Mailpiece Production Audit Report provides an audit trail when a mailpiece is processed ateach production step. To generate this report:

1. Search for a mailpiece on the Production Search screen as explained under Tracking MailpieceProduction.

2. Click the Submit link under the Audit Trail Report column corresponding to the mailpiece forwhich you want to create the report. A pop-up message, “Your Report request has been received,once the report will be ready you can view it in Report Inbox” will be displayed.


report appears as described under Mailpiece Production Audit Report.

Viewing Reports in the Report Inbox

You can view the list of reports requested by all the users during a specified time interval in theReport Inbox. To do so, you need at least ReportBrowser level access. The inbox lists the reportsin a tabular format showing the following fields in a row for each report:

• Report Name• Requested Date (including time)• Completed Date (including time)• Status• Searched Parameters• View Report (Icons of available formats)

You can open a successfully generated report in any of the following formats: PDF, Excel, andHTML. To open a successfully generated report:

1. Click the Report Inboxmenu and then select the Inbox option. By default, the reports requestedduring the last seven days are displayed in the inbox. You can use pagination at the bottom ofthe screen to navigate through the reports.



You can modify the default date range and the page size by specifying settings in theMail360DataManagerUI.config file located in the Data Manager Web UI installationdirectory.

Note:

2. To further filter the reports, select the Start Date and the End Date using the calendar icons.3. Click Search. All the reports requested between the dates specified by you will appear on the

screen.4. Based on the format in which you want to display a successfully generated report, click the

corresponding icon (PDF, Excel, and HTML).

You can view Delivery reports in HTML format only, therefore, only HTML icon will bedisplayed for Delivery reports.

Note:

Working with Mail.dat® Files

Mail.dat® is a data format standard that can be used for communicating information about thecomposition of a mailing (job).

The Mail.dat® standard is a collection of more than 20 files, such as Header (.HDR), Piece Detail(.PDR), Container Summary (.CSM), and Container Quantity (.CQT). The Mail.dat® standarddescribes detailed record formats for these files, which are updated on regular basis, if changes are



required. Currently, EngageOne Delivery Audit supports Mail.dat® version 14-2 and 15-1. The UnitedStates Postal Service (USPS®) uses the Mail.dat® format standard in its PostalOne! program.PostalOne! enables mailers to submit data electronically in the form of a Mail.dat® file to the USPS®.

Availability of information electronically improves mail acceptance processing time and saves costs.In EngageOne Delivery Audit, a Mail.dat® file is processed to retrieve information aboutcontainers/trays along with the mailpiece spoilage.

Searching for Mail.dat® Files

This feature allows you to search for your uploaded Mail.dat® files. To search for Mail.dat® files:

1. Click the Data Manager menu and select the Mail.dat® option.

2. On the Mail.dat® search screen, complete any combination of the following fields:

• File Name— Enter the name of the file for which you wish to search.• Production Facility— Select the appropriate production facility from the drop-down list.

To populate the Production Facility drop-down list, you need to insert the desired optionsin the production_facilities table of the Data Manager database. To perform this task,please contact your Database Administrator.

Note:

• [Mail.dat® Uploaded Date] Start Date and End Date—Enter or select the date range for whichyou wish to search. You may enter just the start date to search for all Mail.dat® files ingestedfrom that date through the current date. You may also enter just the end date to return allMail.dat® files ingested up through that date. By default, date range of last one week will displayin the date fields.



3. Click Search. A list of Mail.dat® files matching the specified search criteria will appear on thescreen in a tabular format. Each row includes the following fields:

• Name• Status• Submission Date• Production Facility Code• Error Message

If your search returns multiple results pages, you can use the paging bar to scroll throughthe results. How to configure the number of mailpieces displaying per page, refer theEngageOne Delivery Audit Installation and Administration Guide.

Note:

Adding a Mail.dat® File

This feature allows you to add and process Mail.dat® files to retrieve information aboutcontainers/trays along with the mailpiece spoilage data. When you add a Mail.dat® file intoEngageOne Delivery system, only four file formats (.HDR, .PDR, .CSM and .CQT) get uploadedinto the system for processing.

• HDR (Header) - This file provides introductory information about the Mail.dat®. The informationincludes the name of the person who created the file, version of the file, and the time when thefile has been created. In addition, the Header file also includes the total file record count for eachfile type.

• PDR (Piece Detail Record) - This file contains mailpiece status events (spoilage).• CSM (Container Summary) - This file provides container related information, such as containertype (Tray, Sack, or Pallet), container ID, actual induction date, container status, and containerdestination ZIP.

• CQT (Container Quantity) - This file provides quantitative information related to the contents ofa container. It also provides mapping information of mailpiece records in a .PDR file with thecorresponding tray records in a .CSM file.

For successfully adding a Mail.dat® into the EngageOne Delivery Audit system, the abovementioned files (.HDR, .PDR, .CSM and .CQT) are mandatory. You also need to ensure

Note:

that the .CSM file is not blank and a value (date) exists for the Actual Induction Date fieldcorresponding to each record. The Actual Induction Date should be as close as possibleto the date (actual induction date) on which the corresponding container/tray has beeninducted in a USPS® facility. For this, you need to ensure that the Mail.dat® files, whichyou are adding into the EngageOne Delivery Audit system, are the final ones that havebeen sent to the USPS®. You also need to understand that in a .CSM file, Actual InductionDate may or may not be populated by a presort software. It is populated by a Mail.dat®editing software during the post-presort process. This will help you in improving theStart-the-Clock (STC) scan processing time.



To add a Mail.dat® file, complete the following steps:

1. Click the Data Manager menu and select the Mail.dat® option.2. Click the Add New Mail.dat® link at the top of the screen.

3. On the Add New Mail.dat® dialog box, expand maildat node and select the Mail.dat® file thatyou want to upload from the tree view.

The Mail.dat® files available in the Mail.dat directory will be displayed in the tree view.Therefore, all four Mail.dat® file formats that you want to add must be stored in the Mail.dat

Note:

directory. You must have specified the Mail.dat directory location when youinstalled/configured the EngageOne Delivery Audit application. Refer the EngageOneDelivery Audit Installation and Administration Guide.

4. Select Production Facility from the drop-down list. Click Submit. You will see a message: “<Filename> has been submitted. It will be processed soon” at the top of the dialog box.

As mentioned earlier, all four file formats (HDR, PDR, CSM, and CQT) are mandatory.However, even if only HDR file format is available in the directory, the Mail.dat is submitted

Note:

for processing and a confirmation message as mentioned in the previous step is displayed.But, the Mail.dat® processing is not completed successfully and an exception is thrown.



3 - Working withIdentity Manager WebUIThe EngageOne Delivery Audit Identity Manager Web User Interface (UI)allows to manage user identity for EngageOne Delivery Audit applications.

In this section

Sign In the Identity Manager Web UI 41Working with Users 42Working with Organizations 46Working with Groups 48Working with Business Roles 52

Sign In the Identity Manager Web UI

To Sign In the EngageOne Delivery Audit Identity Manager Web UI:

1. Launch the following URL in a Web browser window: http://servername/identityserverweb/

Identity Manager Web UI works on Chrome, Firefox, and IE 11.Note:

2. On the Sign In screen specify the User Name and Password.3. Click Sign In.4. EngageOne Delivery Audit Identity Manager Home screen appears.


Working with Identity Manager Web UI

Alternatively, if you have not configured OpenAM for authentication and authorization,use the following URL format: http://servername/identityserverweb/login/login.

Note:

Working with Users

This feature allows you to create and manage users. These options are applicable, only if you areusing the following data stores for managing users:

• EngageOne Delivery Audit Identity Store• OpenDJ Server

Creating a User

You can use the Create User screen to create new users for your EngageOne Delivery Auditapplication. Based on your configuration, the user identity will be stored either in the EngageOneDelivery Audit Identity Store or in the OpenDJ data store. By default, EngageOne Delivery Audit isconfigured to store user identity in EngageOne Delivery Audit Identity Store itself. How to modify



settings for storing user identity in the OpenDJ data store, refer EngageOne Delivery Audit Installationand Administration Guide.

To create a user:

1. On the Identity Management screen, click the User menu and select the Create option.

2. Specify the appropriate information for the user that you wish to create.

• First Name, Last Name, and Full Name (required): Enter the name information for your user;maximum of 50 characters.

• E-Mail Address (required): Enter the user’s e-mail address; maximum of 50 characters.• Owner Organization (required): Click the Select link to display the parent/child organizationstree view. Select an owner organization name.

• Group: Select one or more groups (if available) from the list box. For more information ongroups, referWorking with Organizations.

• Active: Select this check box to activate the user.

If you have configured EngageOne Delivery Audit for storing user identity in OpenDJdata store, then this screen will not display the Group list box and the Active check box.

Note:

You also need to ensure that the owner organization you have selected must exist inOpenDJ.

• Password (required): Define a unique password that contains at least: one number (0 through9), one upper case letter (A through Z), one lower case letter (a through z), one of the specialcharacters *, $, or !, minimum eight characters



• Confirm Password (required): Re-enter the password you defined in the Password field.

3. Click the Submit button to create the user.

Managing Users

To manage users, complete the following steps:

1. Click the User menu and select the Manage option.

If you are using OpenDJ data store for managing users, then you need to ensure thatboth, the Owner Organization and the Group you selected as search criteria must exist

Note:

in OpenDJ. These drop-down lists will populate organizations and groups from theEngageOne Delivery Audit Identity Store. However, search will retrieve users from theOpenDJ data store.

2. Enter the desired search criteria.

• First Name, Last Name, and Full Name• E-Mail Address• Owner Organization• Group

3. Click the Search. You can also click the Reset button to clear all the fields and re-enter thesearch criteria. All users that meet the search criteria are listed in a table at the bottom of thescreen.



4. If no search information is entered, all users available in the system will be returned.

Depending on the data store you are using for managing users, search feature will retrieveusers from EngageOne Delivery Audit or OpenDJ. Depending on the data store you are

Note:

using for managing users, search feature will retrieve the users from EngageOne DeliveryAudit database or OpenDJ Server.

5. Click the Update icon for the user that you wish to modify. The Modify User screen will appearshowing existing information about the user. This is similar to the Create User screen.

• If you are using EngageOne Delivery Audit identity store, the Active check box will display.You can clear this check box to make the user inactive. Using this UI, you cannot delete a userstored in the EngageOne Delivery Audit database.

• If you are using OpenDJ data store:

• Delete link will appear. Click this link to delete the user from OpenDJ data store.• Owner Organization and Email Address cannot be modified.

6. Modify the information as desired and click Update to save your changes. You may also clickReset to restore the existing information in the fields.

Changing the Password of a User

This feature allows an admin user to modify password of other users. To change password of auser:



1. On the Identity Management screen, click the User menu and select the Manage option.2. Specify your search criteria:

• First Name, Last Name, or Full Name: You may search on last names only.• E-Mail ID: Enter the user’s e-mail address.• Owner Organization: Click the Select link to display the parent/child organizations tree view.Select an organization name.

• Group: Select a group from the drop-down list. For more information on groups, referWorkingwith Organizations.

If you are using OpenDJ data store for managing users, then you need to ensure thatboth, the Owner Organization and the Group you selected as search criteria must exist

Note:

in OpenDJ. These drop-down lists will populate organizations and groups from theEngageOne Delivery Audit Identity Store. However, search will retrieve users from theOpenDJ data store.

3. Click Submit to display the results matching your search criteria.

Depending on the data store you are using for managing users, search feature will retrievethe users from EngageOne Delivery Audit or OpenDJ.

Note:

4. Click the update icon to display the Update User screen.5. Click the Change Password link to display the Reset Password screen.6. Define a new password that contains at least: one number, one upper case letter, one lower case

letter, at least one of the following special characters: *, $, or !, minimum eight characters inlength.

7. Click Submit. If the password contains these required elements, you will receive a confirmationmessage. Otherwise, you are prompted to try another new password. Depending on the datastore you are using for managing users, the feature will update the password in the Identity Storeor OpenDJ data store.

Working with Organizations

This feature allows you to create and manage organizations. Unlike users, the organizations, whichyou create/update using this UI, will be stored in EngageOne Delivery Audit database only.

Creating an Organization

To create an organization:

1. On the Identity Management screen, click the Organizationmenu and select the Create option.



2. Specify the following information:

• Organization Name (required)—Enter the organization name. No two organizations can havethe same name unless they are under different level 1 (tenant) organizations; maximum of 100characters.

• Organization Code (required) — Enter the organization code. No two organizations can havethe same code unless they are under different level 1 (tenant) organizations; maximum of 30characters.

• Parent Organization (required) — Click the Select link to display the parent/child organizationstree view. Select an organization name.

• Active (optional) — Select the check box to activate the organization. To activate a childorganization, the parent organization must also be active.

3. Click the Submit button to create the new organization, or click the Reset button to clear thefields. If you are using OpenDJ data store for managing users, then you also need to create anorganization with exactly same name and under same parent (owner) organization in OpenDJ.Only then you will be able to create users in OpenDJ data store (using EngageOne Delivery AuditIdentity Server UI) under this organization.

Level 1 organizations are the child organizations directly under the root organization.Subsequent child organizations directly under Level 1 organizations are labeled as Level

Note:

2. Further child organizations directly under Level 2 organizations are labeled Level 3,and so on.



Managing Organizations

To manage organizations:

1. On the Identity Management screen, click theOrganizationmenu and select theManage option.

2. From the organization tree view in the left panel of the screen, select the organization that youwant to modify. The details for the selected organization will be displayed to the right.

3. Click the Edit Organization link. The Manage Organization screen appears.4. Modify the organization information as desired. Click Update to save your changes or Restore

to reset the fields.

If you are using OpenDJ data store for managing users, then you have to ensure that anorganization with exactly same name and same parent (owner) organization exists in theOpenDJ data store also.

Note:

Working with Groups

This feature allows you to create and manage groups.



Creating a Group

To create a group:

1. Click the Group menu and the Create option.

2. Enter Group Name; maximum of 50 characters.3. Click the Select link to open a new window with a list of available organizations. Select theOwner

Organization from the list of organizations.4. Click Submit to create the group.

If you are using OpenDJ data store for managing users, then you also need to create agroup with exactly same name and under same parent (owner) organization in the OpenDJdata store. Group access rights definitions are not mandatory when creating a group.

Note:

Managing Group Access Rights

You can change group access rights, associating as many rights as required for a group. To managethe group access rights:

1. Click the Group menu and select the Create option.2. Select the Business Role Name.3. Click the Select link to open a new window with a list of available organizations. Select an

Organization to associate with Business Role.4. One of the Group Access Right definition options, Cascading, is a Boolean value: true or false.

Selecting the Cascading check box allows to apply the current role/organization to all of the childorganizations. The default for Cascading is false (unchecked).

5. Click Add.6. Click Submit.



Managing Groups

To manage groups:

1. To edit or update group information, click Group menu and select the Manage option. TheManage Groups screen will appear. This page allows you to search for groups based on a name.

2. Enter the Group Name.

If no name is entered, all groups will be retrieved.Note:

3. Click Search to retrieve the group details.

4. Click Update corresponding to the group that you want to modify. The Modify Group screenappears.



5. Change the desired information. Click Update to save your changes or click Restore to resetthe fields.

If you are using OpenDJ data store for managing users, then you have to ensure that agroup with exactly same name and same parent (owner) organization exists in the OpenDJdata store also.

Note:

Deleting a Group

To delete a group:

1. On the Manage Groups screen, click the Delete icon next to any group.2. Click OK to proceed, or click Cancel to cancel the deletion.

Associating Users with a Group

To associate a user with a group:

1. Click the Add User icon for that group in the group search results table. The Manage GroupMembers screen will appear. On this screen, you will see the selected group’s name andassociated organization.



2. The selection box on the bottom left of the screen will list all available users in the system. Thebox on the right lists all users currently associated with the group. You can add or remove usersusing the Add and Remove buttons.

Depending on the data store you are using for managing users, the Available Users andSelected Users list boxes will list the users from EngageOne Delivery Audit or OpenDJ.

Note:

Also, the user will be added to the group that exists in EngageOne Delivery Audit orOpenDJ.

3. Click Submit to save the users to the group or Restore to reset the user list.

Working with Business Roles

This feature allows you to create and manage business roles within an organization.

Creating a Business Role

To create a business role, complete the following steps:

1. Click the Business Role menu and select the Create option.



2. On the Create Business Role screen, complete the following information:

• Business Role Name (required) — Enter the business role name; maximum of 50 characters.• Owner Organization [Name] (required) — Click the Select link to display the parent/childorganizations tree view. Select an organization name.

• Application Roles (optional) — If applicable, select one or more roles from the list. You donot have to make any selections here.

3. Click the Submit button to create the new business role, or click the Cancel button to clear thefields. The following table shows different application roles along with their descriptions.

Provides this user access...Applicable inThis Role...

View user account information(excluding password)

Identity ManagerUserBrowser

View, create, edit, and delete useraccounts. Change user passwords

Identity ManagerUserManager

List groups and view the membershipof a user group

Identity ManagerGroupBrowser

Create/edit a group. View or alter themembership of user groups or groupaccess rights

Identity ManagerGroupManager




Change organizational relationships(change the hierarchical structure), oradd an organization

Identity ManagerOrganization Manager

List available business roles and theapplication roles they contain

Identity ManagerBusinessRoleBrowser

View, create, edit, and delete businessroles

Identity ManagerBusinessRoleManager

View available jobs and search thosefor mailpieces

Data ManagerJobBrowser

View available jobs and search thosefor mailpieces. Create, close, and addmailpieces to jobs

Data ManagerJobManager

View production mailpieces (MRDFrecords)

Data ManagerProductionJobBrowser

Delete aMail.DAT from the EngageOneDelivery Audit system

Data ManagerMailDatManager

Obtain a listing of files (mailpiece files,mail.dat files) loaded into theEngageOne Delivery Audit system

Data ManagerUploadedFileBrowser

Add aMail.DAT to EngageOne DeliveryAudit system

Data ManagerUploadedFileManager

List and view the EngageOne DeliveryAudit events. This application role isobsolete now.

Data ManagerEventsBrowser

Add, modify, view, and remove reportdefinitions, execute reports, and viewthe output from an executed report

Data ManagerReportManager

List the report definitions available, listthe report executions available, andview the output from an executed report

Data ManagerReportBrowser




List the report definitions available, listthe report executions available, execute

Data ManagerReportExecuter

a report, and view the output from anexecuted report

Managing Business Roles

To manage business roles:

1. Click the Business Role menu and select the Manage option to display the Manage BusinessRole screen, listing all business roles with details.

2. Click the Update link to edit the Business Role details. The Update Business Role screenappears.

3. Update the information as desired. Click Update to save your changes or Restore to reset thefields.

Deleting Business Roles

To delete a business role:

1. Click the delete icon next to any business role.2. You will see a confirmation message.3. Click OK to proceed, or click Cancel to return to the Manage Business Role screen.

A business role cannot be deleted, if it has been referenced in any of the access rightsassigned to a group.

Note:



Updating a Business Role

To update a business role:

1. Click the update icon next to any business role. You will see the Update Business Role screen.

2. Update any of the fields:

• Business Role Name (required) — Enter a business role name with a maximum of 50characters.

• Owner Organization [Name] (required) — Click the Select link to display the parent/childorganizations list. Select an organization name.

• Application Roles (optional) — If applicable, select one or more roles from the list. You donot have to make any selections here.

3. Click Update to update the business role, or click Restore to restore the fields on the screen.



4 - EngageOneDelivery Audit ReportsEngageOne Delivery Audit provides reports that allow you to channel yourmailpiece tracking information into useful reports.

In this section

Job Summary Report 58Job ACS Report 59Delivery Report 61Job Status Report 62Postal Activity Reports 66Remittance Summary Report 74Mailpiece Production Audit Report 75

Job Summary Report

The Job Summary Report allows you to view delivery rate information for the mailpieces in a particularjob. The Job Summary Report currently assumes that there is only one shipment in a job. If theselected job contains more than one shipment, the report will only take the deliveries for the firstshipment into account. The figure below shows a sample Job Summary Report.

The Job Summary Report consists of three parts: Header, Deliveries Chart, and Delivery Statistics.

Job Summary Report Header

The information at the top of the Job Summary Report is the job header. It includes the following:

• Name – The user-selected name for the job, as defined during the job creation process.• Mailing Description – A description of the job (also defined when the job was created).• Mailing Date – The estimated shipping date that was defined for the job.


EngageOne Delivery Audit Reports

• Total Mailpieces – The number of pieces in the job.• Mailpieces Delivered – The number of pieces that have been delivered.

Job Summary Report Deliveries Chart

This chart serves as a visual representation of the delivery rate for the mailings that make up thejob at hand. The delivery rate is measured as the percentage of the mailing that has been deliveredto its destination by a certain day. The delivery rate is tracked day by day, from the first day followingthe job mailing date through the fifteenth day (representing the standard delivery time frame offourteen days, with the fifteenth “day” standing for any time beyond that period).

Turquoise and blue are used to distinguish between the cumulative and daily percentages,respectively. For example, according to the Deliveries chart in the above figure, 14.29% of themailpieces were delivered on July 31st, as shown by the blue bar. The turquoise bar shows thatapproximately 85.71% of the total mailpieces were delivered by or on this date.

Job Summary Report Delivery Statistics

This table at the bottom of the Job Summary Report displays day-to-day scan event statistics forthe shipment, including the following:

• Delivery Date— The date for which delivery information is being provided.• USPS Days in System— The number of days the mailpieces remained in the system beforebeing delivered.

These are delivery days as counted by the USPS®, so Sundays are excluded.Note:

• Mailpieces Delivered— The number and percentage of mailpieces in the total shipment thatwere delivered on the date at hand.

• Cumulative Mailpieces Delivered— The total number and percentage of mailpieces scannedby or on the date at hand.

Job ACS Report

The Job ACS Report provides information on the Address Change Service (ACS) events for themailpieces in a given job. The following is a sample first page of a Job ACS Report.



The Job ACS Report consists of two parts: Header and Report Details.

Job ACS Report Header

The header for the Job ACS Report contains the following information:

• Job Name— The user-defined job name.• Job Description— The user-defined description entered for the job.• Job Mailing Date— The job mailing date as entered when the job was created.• Drop Facilities— The ZIP Code(s) for the job shipment drop facilities as entered when the jobwas created.

• Total pieces mailed— The total number of mailpieces in the selected job.• Total pieces delivered— The total number of mailpieces for which Confirm® events has beenreceived by EngageOne Delivery Audit.

• Address Changed— The total number of mailpieces for which an ACS event has been receivedby EngageOne Delivery Audit.

• Unable to forward— The total number of mailpieces for which a nixie event having deliverabilitycode of A, G, K, Q, V or W is received.

• Bad Address— The total number of mailpieces for which a nixie event having a deliverabilitycode of B, I, L, N, S, or X is received.

• Not Accepted— The total number of mailpieces for which a nixie event having a deliverabilitycode of M, R or U is received.



• Other— The total number of mailpieces for which a nixie event having a deliverability code of Dor E is received.

• Total ACS— The total number of mailpieces for which an ACS or nixie event has been received

Job ACS Report Detail

This section makes up the body of the Job ACSReport. It is divided into five different tables, providingdetails for the following:

• Address Changed records

The information regarding old and new addresses is drawn from the ACS Event data assent by the USPS®.

Note:

• Unable to Forward records• Bad Address records• Not Accepted records• Other records

The details in each table are sorted according to their enterprise keys

Delivery Report

The Delivery Report provides state-by-state delivery percentages for the mailpieces in a specifiedjob. If you are viewing this report in a Web browser, hover the mouse over a state to display thestatistics for that state, including:

• Mailpiece count for the state (based on the routing code in the Intelligent Mail barcode)• Number and percent delivered• Number and percent not delivered• Number and percent with ACS COA and nixie events

The following figure shows a sample Delivery Report:



Job Status Report

The Job Status Report provides information on outbound and inbound mailpieces based on theirstatus. Reports are available for outbound (delivered, undeliverable, and spoiled) and inbounddelivered.

Outbound Delivered Mailpiece Report

The Outbound Delivered Mailpieces Report allows the user to view information for all outboundmailpieces in a particular job that made it to their destination. This report consists of two parts:Header and Details.



Outbound Delivered Mailpieces Report Job Header

The information at the top of the Outbound Delivered Mailpieces Report makes up the job header.It includes the following:

• Job Name— The user-defined name for the job, as defined during the job creation process• Job Mailing Description— The user-defined description entered for the job• Job Mailing Date— The mailing date for the job

Outbound Delivered Mailpieces Report Mailpiece Details

The table provides the following information for each mailpiece:

• Enterprise Keys 1, 2, and 3: The enterprise key(s) as defined for the mailpiece.• Customer Name: The name of the mailpiece recipient.• Address: The address of the mailpiece recipient.• Last Seen On: The date and time of the last mailpiece scan.• Last Seen At: The city and state of the last postal facility where the mailpiece was scanned.• Estimated Delivery Date: The original estimated delivery date for the mailpiece.• Actual Delivery Date: The date on which the mailpiece was actually delivered

Outbound Undeliverable Mailpieces Report

The Outbound Undeliverable Mailpieces Report allows the user to view information for all outboundmailpieces in a particular job that were undeliverable.



This report consists of two parts:

• Job Header— This will follow the same format as that described under Outbound DeliveredMailpieces Report Job Header.

• Mailpiece Details— The table provides the following information for each mailpiece:

• Enterprise Keys 1, 2, and 3: The enterprise key(s) as defined for the mailpiece.• Customer Name: The name of the mailpiece recipient.• Address: The address of the mailpiece recipient.• ACSScan Description: The ACS scan description for the mailpiece, detailing why it was unableto be delivered.

Outbound Spolied Mailpiece Report

The Outbound Spoiled Mailpieces Report allows the user to view information for all outboundmailpieces in a particular job that were spoiled.






• Enterprise Keys 1, 2, and 3: The enterprise key(s) as defined for the mailpiece.• Customer Name: The name of the mailpiece recipient.• Address: The address of the mailpiece recipient.• Mail.dat File Name: The name of the Mail.dat file associated with this mailpiece.• Prepared Date: The date on which the Mail.dat file was prepared.

Inbound Delivered Mailpiece Report

The Inbound Delivered Mailpieces Report allows the user to view information for all deliveredremittances in a particular job.






• Enterprise Keys 1, 2, and 3: The enterprise key(s) as defined for the mailpiece.• Last Seen On: The date and time of the last mailpiece scan.• Last Seen At: The city and state of the last postal facility where the mailpiece was scanned.• Actual Delivery Date: The date on which the mailpiece was actually delivered.

Postal Activity Reports

EngageOne Delivery Audit Postal Activity Reports provide an additional set of reports to improvethe reporting flexibility of EngageOne Delivery Audit and to provide mailpiece-level, job-level, andsystem-wide reporting of mail activity. Following sections will describe the available postal activityreports.



Change of Address (COA) Report

The Change of Address (COA) Report lists the ACS-COA scan events that has been received fromthe USPS® for a user specified period of time.

The COA report displays the date on which the report request has been processed and the inputparameters (date range) specified while generating the report. The report body consists of theACS-COA scan events categorized based on their mail types. For each mail type, if there existsany ACS-COA scan events, the report includes a header row showing name of the mail type andthe count of scan events for that mail type. The header row is followed by the list of ACS-COA scanevents in a tabular format. Each row includes the following information:

• Enterprise Keys 1, 2, and 3: The enterprise key(s) as defined for the mailpiece.• Customer Name: The name of the mailpiece recipient.• Old Address: The address of the mailpiece recipient before COA request.• New Address: The address of the mailpiece recipient after COA request.• COA Date: The date on which ACS-COA scan event has been received.• ACS Type: The type of ACS, such as Full Service ACS, OneCode ACS, or Traditional ACS.• Move Type: The type of move (change of address); Fam (Family), Ind (Individual), or Bus(Business).

• Delivery Date: The date on which the mailpiece has been delivered to the forwarded address.



Undeliverable as Addressed (UAA) Report

The Undeliverable as Addressed (UAA) report lists the ACS-Nixie scan events received from theUSPS® over a user specified time period. The report header lists all the nixie codes along with theirdescriptions published by the USPS®. The header also displays the date on which the report requesthas been processed.

The UAA report displays the input parameters (date range) specified while generating the report.The report body consists of the ACS-Nixie scan events categorized based on their mail types. Foreach mail type, if there exists any ACS-Nixie scan events, the report includes a header row showingname of the mail type and the count of scan events for that mail type. The header row is followedby the list of ACS-Nixie scan events in a tabular format. Each row includes the following information:

• Enterprise Keys 1, 2, and 3: The enterprise key(s) as defined for the mailpiece.• Customer Name: The name of the mailpiece recipient.



• Address: The address of the mailpiece recipient.• Nixie Code: The deliverability code for UAA.• ACS Type: The type of ACS, such as Full Service ACS, OneCode ACS, or Traditional ACS.• Nixie Date: The date on which ACS-Nixie has been received by theMAIL360 Hub from the USPS®.

Secure Destruction (SD) Report

The Secure Destruction (SD) report lists the SD scan events received from the USPS® over aspecified time period. The report header lists:

• all the nixie codes along with their descriptions published by the USPS®.• the count of SD scan events received for the nixie codes.• the date on which the report request has been processed.• the input parameters (date range) specified while generating the report.



The report body consists of the SD scan events categorized by nixie codes. For a nixie code, thereport includes a header row showing the nixie code and the count of SD scan events received forthat code. The header row is followed by the detailed SD scan records in a tabular format. Therecords are further grouped by the mailpiece recipient’s Enterprise Keys (1, 2, and 3) & Name andsorted by the SD scan date in descending order.

If any SD scan events does not have associated nixie code, then the report will show nixiecode N/A for those SD records.

Note:

Each SD record includes the following information:

• Enterprise Keys 1, 2, and 3: The enterprise key(s) as defined for the mailpiece.• Customer Name: The name of the mailpiece recipient.• Facility ZIP: The USPS facility ZIP where the mailpiece has been destroyed.• Address: The address of the mailpiece recipient.• IMB: The mailpiece IMb.• ACS Type: The type of ACS, such as F (Full Service ACS), O (OneCode ACS), or T (TraditionalACS).

• SD Date: The date on which the undelivered mailpiece was securely destructed by the USPS®.

Repeated Secure Destruction (SD) Report

The Repeated Secure Destruction (SD) report lists the customers for whom you have receivedmultiple SD scan events over a specified time period. The report header lists:

• the nixie codes along with their descriptions published by the USPS®.• the date on which the report request has been processed• the input parameters (date range) specified while generating the report.• the number of customers who's multiple mailpieces (communications) have been securelydestructed by the USPS®.



The report body lists the customers and their associated repeated SD scan events. A customerhaving the SD scan with the most recent scan date is displayed on the top. And, the repeated scansfor that customer are sorted by SD scan date in descending order. Each SD record includes thefollowing information:

• Enterprise Keys 1, 2, and 3: The enterprise key(s) as defined for the mailpiece.• Customer Name: The name of the mailpiece recipient.• Facility ZIP: The USPS facility ZIP where the mailpiece has been destroyed.• Address: The address of the mailpiece recipient.• IMB: The IMB on the mailpiece.• Nixie Code: The deliverability code for UAA.• ACS Type: The type of ACS, such as F (Full Service ACS), O (OneCode ACS), or T (TraditionalACS).

• SD Date: The date on which the undelivered mailpiece was securely destructed by the USPS®.

Days In System Report

The Days in System report provides detailed information on outbound mailpieces that have beenmailed during the time period specified by a user.



A summary of the number of mailpieces that have been sent to various levels (State, USPS SCF,3 Digit-ZIP code, or 5 Digit-ZIP code locations) and the number of mailpieces delivered by Day (Day1, Day 2, through Day n) are displayed in a tabular format. This report consists of two parts:

• Job Header— The Report Summary information at the top of the Days in System Report makesup the job header. It includes the following:

• Date Range: The start and end dates to specify the time period for which the user wants togenerate the report.

• Total Mailpieces: The total number of mailpieces mailed during the time period specified by theuser while generating the report.

• Mailpieces Tracked: The total number of mailpieces tracked during the time period specifiedby the user (At least 1 USPS® Confirm® scans).

• No of Mailpieces Delivered: The total number of mailpieces delivered during the time periodspecified by the user.

• % of Mailpieces Delivered: The percentage of mailpieces delivered during the time periodspecified by the user.

• Report Details— The table provides the following information for each State, SCF, ZIP 3 or ZIP5:

• SCF/ZIP-5/ZIP-3: The State, SCF, ZIP-3 or ZIP-5• Avg. Elapsed Days: The Average Elapsed Days for delivery.• Total Mailpieces: The total number of mailpieces mailed during the time period specified by theuser while generating the report.

• Day 1: The number of mailpieces delivered by Day 1.• Day 2: The number of mailpieces delivered by Day 2. And so on.



• Day n: The number of mailpieces delivered by Day n.

USPS Performance Report

The USPS Performance Report ranks all similar USPS® facilities based on their achievement indelivering mailpieces in a delivery window of a configurable number of days.

This report shows the delivery performance by the USPS® facility and helps the user identify thoseUSPS® facilities that have the best and worst performance. The Performance Report measures theperformance of a facility based on the mailpieces scanned at USPS SCF, 3 Digit-ZIP code, or 5Digit-ZIP code locations. This report consists of the following information:

• SCF/ZIP-5/ZIP-3: The State, SCF, Zip-3 or Zip-5.• Total Mailpieces Scanned: The total number of mailpieces scanned during the time periodspecified by the user while generating the report.

• Over 2 days: The total number of mailpieces delivered in more than 2 days.• 2 or Less days: The total number of mailpieces delivered within 2 days.• % Over 2 days: The percentage of mailpieces delivered in more than 2 days.• % 2 or Less days: The percentage of mailpieces delivered within 2 days.

2 days is the value selected by the user in the Delivered in drop-down list while enteringthe information on the input screen.

Note:



Remittance Summary Report

The Remittance Summary report provides the daily volume of incoming (remittance) mail to a lockbox over a user specified time period. The report data can be used by the customers to determinetheir staffing requirements.

This report consists of the following information:

• Lock box: Name of the lock box that receives the mails.• Lock box ZIP: The ZIP code of the lock box.• Arrival Date: The date of receiving the remittances.• Mailpieces Delivered: The number of mailpieces that had been delivered on the Arrival Date.• Mailpieces Expected: The number of mailpieces that had not been delivered, but were expectedto be delivered on the Arrival Date. In other words, the total number of mailpieces expected to bedelivered on the Arrival Date minus the number of mailpieces already delivered on that ArrivalDate.

Based on the date range specified for generating the Remittance Summary report, the ideal behaviorof this report will be as follows:

• For an Arrival Date in the past, the report will show a number only under the Mailpieces Deliveredcolumn, as all the mailpieces that were expected to arrive should have already been delivered.

• For an Arrival Date in future, the report will show a value only under the Mailpieces Expectedcolumn.

• For an Arrival Date as the current date, it is possible to see values under both the columns,Mailpieces Delivered and Mailpieces Expected.



Mailpiece Production Audit Report

The Mailpiece Production Audit Report provides the complete audit trail when a mailpiece isprocessed at each production step.

This report consists of the following information:

Mailpiece Detail: This section of the report includes mailpiece information provided in the MRDFfile that you submitted to a production facility.

• Account Identifier: account identifier of the customer (mailpiece recipient)• RunID: unique Run ID of the MRDF• SLA Due Date: the date on or before which the mailpiece is expected to be produced(printed/inserted)

• Job Type: type of job• IMb: Intelligent Mail barcode to be printed on the mailpiece• MailpieceID: unique ID of the mailpiece



• DATA1, DATA2, DATA3, DATA4, and DATA5: these fields contain information as per yourconfiguration settings to process MRDF files. How to customize these default field labels, referthe EngageOne Delivery Audit Installation and Administration Guide.

Mailpiece Production Detail: This section includes the audit trail information in a tabular format.Each row contains the following fields:

• Disposition: what happened to the mailpiece as a result of the mailpiece event. Example valuesare: InProcess, RemovedJam, RemovedOperator, Outsorted, Completed, Unprocessed,ManuallyRejected, ManuallyRepaired, and Deferred.

• Status: status of the mailpiece as a result of this mailpiece event. Example values are: Unknown,Bad, Maybe, Good.

• Result: defines whether or not additional events are required on the logical mailpiece. This is afunction of Disposition and Status. Example values are: Unfinished, Finished, Failed, and Deferred.Finished and Deferred indicate that no further processing is required for the logical mailpiece.

• Machine: name of the machine (printer/inserter)• Operator: name of the person operating the machine• Production Facility: name of the facility where production step is being executed• mpdfDATA1, mpdfDATA2, mpdfDATA3, mpdfDATA4, and mpdfDATA5: these fields containinformation as per your configuration settings to process MPDF files. How to customize thesedefault field labels, refer the EngageOne Delivery Audit Installation and Administration Guide.

• Process Time: date & time of executing the production process step• Process Step: type of production process: print or insert



5 - Working withDiagnostic UtilityThe EngageOne Delivery Audit Diagnostic Utility continuously monitors theEngageOne Delivery Audit services.

For instructions on configuring the EngageOne Delivery AuditDiagnostic utility, refer the EngageOne Delivery Audit Installationand Administration Guide.

Note:

In this section

Introduction 78System Requirements 78Using the Diagnostic Utility 78

Introduction

The EngageOne Delivery Audit Diagnostic Utility continuously monitors the EngageOne DeliveryAudit services at the specified frequency known as the polling interval. If any of the services aredown, the utility sends e-mail notification to the configured e-mail addresses. After receiving thenotification, the users can troubleshoot the problem and start the services again using the utility. Inthis way, this utility helps in minimizing the downtime of a service. This utility provides a user interfacethat is used to start, stop, and restart a service. While troubleshooting, users can use this userinterface to view the logs, which are created for the services.

System Requirements

Following are the prerequisites for EngageOne Delivery Audit Diagnostic Utility UI:

• Microsoft® Windows 7 or Microsoft® Windows Server 2012• Microsoft® .NET Framework 4.5

Using the Diagnostic Utility

To start, stop, or restart a service using the EngageOne Delivery Audit Diagnostic Utility, completethe following steps:

Ensure that both, the MAIL360 Diagnostic service and the MAIL360 Identity service, arerunning before you launch the EngageOne Delivery Audit Diagnostic Utility.

Note:

1. Navigate to the EngageOne Delivery Audit Data Manager application (services) installationdirectory that contains the DiagnosticUtility.exe file. For example, if you have installed EngageOneDelivery Audit in C:\Program Files (x86)\PitneyBowes\EngageOne\Delivery Audit\Data ManagerWeb Services, you navigate to C:\Program Files (x86)\PitneyBowes\EngageOne\DeliveryAudit\Data Manager Web Services\DiagnosticUtility\DiagnosticUtility.

2. Run the DiagnosticUtility.exe file.

You can run this utility on a separate machine other than the EngageOne Delivery Auditapplication server on which the services to be monitored are running. For this, you needto copy the DiagnosticUtility folder to that machine and run the .exe file.

Note:


Working with Diagnostic Utility

3. On the LoginForm dialog box, enter your EngageOne Delivery Audit account Username andPassword.

4. Click OK to display the EngageOne Delivery Audit Diagnostic Utility screen. On this screen, thefollowing Data Manager services along with their status (Running or Stopped), and the log filelinks are displayed in a tabular format:

• Client Bus• Data Manager• FTP Agent• Identity Server• Message Receiver• Report Manager• Scheduler

5. Based on the current status of a service showing on the screen, you can use the buttons to start,stop, or restart the service.

6. If a service is down due to some technical problem and you click Start orRestart, you will receivean error message saying that the service cannot be started on the computer. In that case,troubleshoot the problem and retry.

7. Click the log file links to view the logs generated for a service while troubleshooting the problemdue to which service is down.

The log folder must be shared before you try viewing the logs. Otherwise, if you try toopen the log files by clicking the log file links, an error message, "The Network namecannot be found" appears and an empty notepad opens.

Note:


Working with Diagnostic Utility

6 - Input File FormatsThe following sections describe various records included in the input files:Job, MRDF, and MPDF.

In this section

Job File 81MRDF (Mail Run Data File) 85MPDF Mailpiece Record 86

Job File

EngageOne Delivery Audit Job includes:

• A header record• Mailpieceset detail records. Each mailpieceset record can include:

• Outbound mailpiece detail record• Inbound mailpiece detail record

• Trailer record

Job Record (Header Record)

Required/OptionalValueSizeStarting PositionField Type

Required"J"11Record Type

Required"100"32Version

Required505Job Name

Required155Is Complete

Required6456Owner Code

RequiredMMDDYYYYHHMMSS14120Mailing Date

Required512134Job Description


Input File Formats

Mailpiece Set Record


Required"S"11Record Type

Optional642Owner Code

Optional6466Enterprise Key1



Optional64258Data1

Optional64322Data2

Optional64386Data3

Outbound Mailpiece Record

There is one record per mailpiece set if:

• The mailpiece set is an outbound mailpiece set, or• The mailpiece set is an outbound mailpiece set with remittance.


Required"O"11Record Type

Required312Imb

Required533Drop Zip

Optional5538Name1 Prefix


Input File Formats


Optional10073Name1 First Middle

Optional60173Name1 Last

Optional35233Name 1 Suffix

Optional35268Name2 Prefix

Optional100303Name2 First Middle

Optional60403Name2 Last

Optional35463Name2 Suffix

Optional60498Business Name

Optional260558Name Non Standard

Optional100818Address Line 1

Optional100918Address Line 2

Optional401018Address City

Optional21058Address State Code

Optional51060Address Zip5

Optional41065Address Zip4

Optional5121069Address Non Standard

Optional11581Lacs Link Indicator

Optional21582Lacs Return Code

Optional11584Dpv ConfirmationIndicator

Optional11585Dpv Cmra Indicator


Input File Formats


Optional11586Dpv False Positive

Optional11587Dpv Vacant

Optional - Pleasereview the USPS

401588Dpv Footnote Codes

DPV® product licenseeperformancerequirements for anup-to-date listing ofDelivery PointValidation footnotecodes.

Inbound Mailpiece Record


Required"I"11Record Type

Required312IMb

Optional6433Data1

Optional6497Data2

Optional64161Data3

Trailer Record


Required"T"11Record Type

Required102Total Mailpiece Sets


Input File Formats

MRDF (Mail Run Data File)

An MRDF includes a header record followed by the mailpiece records.

To process an MRDF in EngageOne Delivery Audit, you have to specify the exact fieldpositions along with length in the MailRunFormats.xml configuration file. Refer EngageOneDelivery Audit Installation & Administration Guide.

Note:

MRDF Header Record

EngageOne Delivery Audit processes only the following mandatory fields provided in the MRDFheader record:

Required/OptionalData TypeMaximum SizeFields

Requiredalphanumeric20Run ID

Requiredalphanumeric15Job Type

Requireddatetime22SLA Due Date

MRDF Mailpiece Record

EngageOne Delivery Audit processes only the following fields provided in anMRDFmailpiece record:


Requiredalphanumeric64Account Identifier

Requiredinteger6Piece ID

Requiredalphanumeric21 to 31IMb


Input File Formats


IMb is only used for USPS postal tracking. Therefore, if you are using EngageOne Delivery Audit only forproduction tracking, then IMb will be optional. Moreover, if you are using any other (non USPS) mail carrier,then IMb will not be available in the MRDF.

Note:

Optionalalphanumeric64Data1





The above optional fields are in addition to the mandatory fields of an MRDF mailpiece record that you canconfigure for processing in EngageOne Delivery Audit. How to configure, refer EngageOne Delivery AuditInstallation & Administration Guide.

Note:

MPDF Mailpiece Record

EngageOne Delivery Audit processes only the following fields provided in an MPDFmailpiece record:

The below table lists the fields that have been configured in the MailRunFormats.xml file bydefault. You can change the configured fields as per the format of your MPDF files. ReferEngageOne Delivery Audit Installation & Administration Guide.

Note:

Required/OptionalData TypeField Name

Requireddate & timeTIMESTAMP

RequiredintegerRECORD_NUMBER

RequiredalphanumericSTATUS

RequiredalphanumericRESULT


Input File Formats

Required/OptionalData TypeField Name

RequiredalphanumericDISPOSITION

RequiredintegerACCOUNT

RequireddateMAILDATE

RequiredIMbEXTRA_DATA

IMb is only used for USPS postal tracking. Therefore, if you are using EngageOne Delivery Audit only forproduction tracking, then IMb will be optional. Moreover, if you are using any other (non USPS) mail carrier,then IMb will not be available in the MPDF.

Note:

RequiredintegerRUNID

RequiredalphanumericJOBTYPE

RequiredalphanumericOPERATOR

RequiredalphanumericPROCESS_STEP

RequiredalphanumericMACHINE

OptionalalphanumericData1





The above optional fields are in addition to the mandatory fields of an MPDF record that you can configure forprocessing in EngageOne Delivery Audit. How to configure, refer EngageOne Delivery Audit Installation &Administration Guide.

Note:


Input File Formats

7 - GlossaryThis glossary lists the terms that you may need to understand for using theEngageOne Delivery Audit application.

In this section

Terms 89

Terms

BMEU (Business Mail Entry Unit )

The area of a postal facility where mailers present bulk mail and seek acceptance by USPS®. TheBMEU provides dedicated platform space, office space, and a staging area on the workroom floor.

Container

An equipment that can be used to transport multiple mailpieces from/to a USPS® facility. It can beof many types, such as tray, pallet, and sack.

Delivery Point ZIP Code

The ZIP Code of the postal facility where the physical mail is presented to and accepted by theUSPS®. Or, it can also be the ZIP Code of the Delivery Address to which a mailpiece is actuallybeing delivered by the USPS®.

Drop date

The date and time at which you plan to drop off a shipment at a mailing facility.

Drop ZIP Code

The ZIP Code of the postal facility where the physical mail is presented to and accepted by theUSPS®. In other words, the ZIP Code of the postal facility from where a physical mail starts itsjourney.

Enterprise key

A unique (or near-unique) value associated with a mailpiece, such as a customer account number,phone number, etc.

Estimated Delivery Date

The expected delivery date of a mailpiece.

Hit List

The search results that are generally presented as a list to the user.

IMb (Intelligent Mail® barcode)

A four-state barcode (consisting of a barcode identifier, service code, mailer ID, serial number, andZIP Code) which will be used to replace the POSTNETTM and PLANET Code® barcodes. Becauseit is composed of up to 31-digits, it can contain far more information than its predecessors. TheUSPS® is pushing mailers to adopt this new barcode in order to improve their service performance,monitor Move Update compliance, and add new and improved services.

IMcb (Intelligent Mail® container barcode)


Glossary

A 21-character data string encoded in a barcode that generally follows the GS1-128 barcodesymbology. This barcode printed on the labels prepared by the mailers to identify the mail ownerand the containers (containers, hampers, and pallet boxes). It provides a link between the electronicmailing record and the physical mail aggregate.

IMtb (Intelligent Mail® tray barcode)

A 24-digit barcode printed on the Intelligent Mail tray labels. The barcode provides the destinationZIP Code, the contents of the tray, processing information, the mailer, and the unique serial numberfor the tray. This barcode follows the ISS Code 128 symbology.

Job

A collection of defined mailpieces.

Job key

A unique ID identifying a job.

Mail Owner

The entity responsible for the mailing that is being tracked.

Mailer

See Mailer ID.

Mailer ID

The six- or nine-digit USPS® number assigned to a mailer or mail owner. In Data Manager, eachmailer ID has its own pool of serial numbers to be used for allocating and tracking Intelligent Mail®barcodes. This pool can be organized into partitions based on a user-assigned numbering scheme.

Mailpiece key

An optional key assigned to each mailpiece to enable limitless tracking. This key is guaranteed tobe permanently unique.

Mailpiece set key

This is the same as the mailpiece key for the mailpiece included in the set (or the key of the outboundmailpiece in the case of an outbound with remittance set).

Relevance Ranking

A sorted list of retrieved records so that those most likely to be relevant (or the best results) areshown first to the users.

Serial Number

The six- or nine-digit number allocated by MAIL360 Data Manager for each mailpiece which mustremain unique for an assigned period of time. This number makes up part of the Intelligent Mail®barcode.

SLA Due Date

The date, by which, production of MRDF mailpiece records is expected to be finished.


Glossary

Start-the-Clock

Start-the-clock is the date and time when a container/tray containing mailpieces enters (inducted)in a USPS® postal facility.

Search Operator

An instruction that joins keywords to form a new, more complex query that enables users to lookfor several words at once. The most common search operators are the three Boolean operators(AND, OR, and NOT), which allow the inclusion or exclusion of documents from the search results.

Service code

Part of the Intelligent Mail® barcode that indicates which USPS® services the mailer wishes topurchase, if any. In some cases, this number may also reflect the class of mail. Start-the-Clock,Confirm® and OneCode ACS™ are the primary services offered today, but more are coming.

Text Search

A feature that examines the words in the database and tries to match search words supplied by theuser.

Tray

A container used by mailers and USPS® postal facilities to carry letters/flats. A tray can bemanufactured using fiberboard or plastic in various sizes and shapes. It is a basic unit of mail quantityfor preparing mail to qualify for specific postage prices.

Universally Unique Identifier (UUID)

A key obtained using a software industry standard for uniqueness.


Glossary

Notices

Copyright ©2016 Pitney Bowes Software, Inc. All rights reserved..

This publication and the software described in it is supplied under license and may only be used orcopied in accordance with the terms of such license. The information in this publication is providedfor information only, is subject to change without notice, and should not be construed as a commitmentby Pitney Bowes Software, Inc. (PBS). To the fullest extent permitted by applicable laws PBSexcludes all warranties, representations and undertakings (express or implied) in relation to thispublication and assumes no liability or responsibility for any errors or inaccuracies that may appearin this publication and shall not be liable for loss or damage of any kind arising from its use.

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EngageOne™ Delivery Audit Version 4.0.0 User's Guide · 2019. 4. 1. · 1-GettingStarted Overview...

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Transcript of EngageOne™ Delivery Audit Version 4.0.0 User's Guide · 2019. 4. 1. · 1-GettingStarted Overview...