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1. le os Make Every Address the eight Address i x o hd gt X gt e its e e RA o E ri X gt TABLE OF CONTENTS AEN OCMC O OAMI N 07 0 0 0PP o O O 5 4 SERE UI MCs urea ld 5 STAN A RIOR a a E E encia TEE A IRA O OIR DAA OASIS 6 SN Te IS E eee eae skeen ce A eesti cea E E E TOE A E O TOE 7 o A 8 PI SO e 8 Mo A PP nn oe o 9 Data Meni Pe e o o E PUE bane Sineekedee 10 TOS MER 11 A e o cio aus dale nesta inci A 16 o O To CS O Pi ado ninaunnseaenat or auNEa 17 AQ o ONE EU ECO 19 Database ernn aa E TEE ia 19 Adrese o A E llo O OO 20 Duplicate Manae Emen oli if 21 Cara Mew OS aire caer ac persart see sects E E 21 Moda ere eae re ee ee eer eee E eee rr 21 Database bal 021 6 oo enter ne E ne E een ee eee 22 A Cree een nt he eee er er cr re te rT ee 22 Database Propaladora 22 Da aS VVC OW art A E T 23 Database Management asa aa 24 Database TEMO essa 24 Table Mans Mesonero 24 IMPOR sai A E eii 26 Mport SDS ICE na riea a e EE E ORS RN EOT E N EET 26 MOOI Ca FREA Wd F E nenin PO A A EA 29 2014 Datatech SmartSoft Inc Mapu rel asado 31 DUI AO O 33 o e A 36 Fel CM ge nO A A A EEEE ATEEN E EA TPE TA EA EEEN EENET EEEE erences 39 a E soueuies aucun 0g uae sau oueue Neg ausuaea erm p usec RaSea ERE 42 AIRE O ais cose A q O veins 44 DES RECON Cixzascgacscetctatuye cena 44 OPIO Sra 45 A A E 47 EXPO dd da aida 48 Database loa i
2. Click on the Data menu and the drop down menu will display the available options Refresh Data Used mainly for Network version refreshed data so you have the most up to date information in your database Refresh Data Enable Grid View Edits Check this to allow editing of data in the grid Y Enable Grid View Edits view Uncheck to protect the data so it cannot be changed Ex Table Management Table Management Opens the Table Management Window H Map Fields Map Fields Opens the Map Fields Window T Mtr 3 Batch Edit Filter Opens the Filter Window Add Record Batch Edit Opens the Batch Window Delete Record Lookup Address Add Record Click on this to add a new record to the list Navigate b Delete Record Click on this to delete a record from the list Lookup Address Does a single address lookup on the selected record Navigate First Record Click on this to move to the first record in dai First Record Ctrl Page Up Page Down Click on this to move to the next record in Vo Page Down Page Down the list Page Up Page Up Last Record Ctl Page Down Page Up Click on this to move to the previous record in the list Last Record Click on this to move to the last record in the list 10 TOOLS MENU Click on the Tools menu and the drop down menu will display the available options Single Address Lookup Command Line Setup Save Job Script Options Opens the Options for AccuMail frameworks User Info Open
3. Mixed case Use Alias street name Results Halt project if coding percentage is below minimum Last Coded Minimum Coded Processing Backup data before processing Perform ZIF Pre ordering Enable ADI E GeoCode 2013 Datatech SmartSoft Inc 79 GEOCODE FIELDS The fields that hold the GeoCode data are Latitude Longitude CensusTrack CensusBlock GeoResult CensusGroup CensusSuffix MetroStatAreaCode CongrDistrictCode CountySubdvCode CombinedStatAreaCode ElemSchDistCode StateLegLwrDistrCode UnifiedSchDistrCode StateLegUprDistrCode Latitude Latitude lines run horizontally Longitude Longitude lines run vertically CensusTract Census tracts are small relatively permanent statistical subdivisions of a county or statistically equivalent entity The primary purpose of census tracts is to provide a stable set of geographic units for the presentation of decennial census data Census tracts in the United States Puerto Rico and the Virgin Islands of the United States generally have between 1 500 and 8 000 people with an optimum size of 4 000 people Census tracts are designed to be relatively homogeneous with respect to population characteristics economic status and living conditions Full Description Census tracts are small relatively permanent statistical subdivisions of a county or statistically equivalent entity delineated by local participants as part of the U S Census
4. 123 Anacapa Street Santa Barbara CA 93101 NOTE this code is a catch all for many types of corrections made to the street field 4 Unit not verified 123 Anacapa Street Apt 1 Santa Barbara CA 93101 5 Leftovers found PO Box 123 Extra Stuff Here Santa Barbara CA 93102 6 ZIPMOVE match 2 Garden Drive Litchfield NH 03052 ZlPMove Implementation ZlPMove data identifies address records that may have undergone a change in finance number and shows old side and new side address detail to assist in making a correct address match AccuMail frameworks now includes the ZIPMove data provided by the United States Post Office when coding addresses 7 LACSLINK match Locatable Address Conversion Service LACS Implementation The Locatable Address Conversion System LACS provides mailers an automated method of obtaining new addresses in areas in which new 9 1 1 emergency systems have been implemented This type of address conversion usually involves changing rural style addresses to city style addresses but in some instances conversions may result in the renaming or renumbering of existing city style addresses 96 DPV CODES AND FOOTNOTE DEFINITIONS The DPV field consists of three characters and returns information in the following format DPV MATCH INDICATOR The DPV Match Indicator is the first position in the DPV field Blank Address was not assigned a ZIP 4 by Accumail and therefore no DPV processing was performed
5. 2013 Datatech SmartSoft Inc 59 DUPLICATE PROCESSING Under Duplicate Processing you can e Select to back up your data before processing e Select the primary record the retained record as being the first record found or the last record found or the earliest time stamp or the most recent time stamp e Maintain a log file of the Duplicate Management task e Retain duplicates after deletion Once the parameters are set click the Run key to find the duplicates If you have any duplicates you will be able to view the set of duplicate records You can print a Duplicate Summary report by clicking on Print Click the button Display Sets to view your duplicates The following screen will appear EN Individual Duplicate Sets List View 20 Active Sets Xx Record Set first address j i Crrt Delpt Subscr Close E Set 0001 MT 003826 0001 Angela 1658 E COUNTY ROAD 54 72315 8434 R003 550 Collapse All O 003827 0001 1658 E COUNTY ROAD 54 72315 8434 R003 580 Set 0002 gt 003951 0002 222 VALLEY VIEW DR 72118 5160 C002 225 Dupe Level Near X O 003952 0002 222 VALLEY VIEW DR 72118 5160 c002 225 Merk Au E i a mi ar Set 0003 l003377 0003 24 DEERWOOD DR MORRILTON 72110 4416 R004 248 Unmark All IO 003985 24 DEERWOOD DR MORRILTON 72110 4416 R004 248 i i Toggle All a Toggeal 009081 1021 SHOBE RD BRYANT 72022 2447 co16 217 TEPEE 1021 S
6. Delivery Point Validation Notes Indicated as address is undeliverable Residential Delivery Indicator Original Street NCOALink Original City NCOALink Original State NCOALink Original ZIP NCOALink These fields are for frameworks Canada Mode Code Bag and Bundle numbers Match Code Error code Reserved for future use These fields are for the GeoCode Module Primary Metropolitan Statistical Area Consolidated Metropolitan Statistical Area Census Track information Census Block information Census Side information Result will be blank if found else 99 Latitude lines run horizontally Longitude lines run vertically These fields are the default fields and will be automatically added to your list if they were not mapped On the Additional Field screen you can select other fields to be created or remove fields if you do not need them 38 Filter You can select a specific set of records in the open database by clicking the Filter icon The Database Filter window appears which lists the active filter at the top the saved filters in the middle and pre defined filters on the bottom The buttons on the right are Database Filters e OK Uses the selected Filter for your Data base Selected Filter 5 elect ALL e Cancel Closes the Filter eaved Fiter Window without using the Select ALL selected Filter e New Creates a new Filter e Edit Opens selected Filter for editing e Remove Removes the P
7. Y Address was DPV confirmed for both primary and if present secondary numbers D Address was DPV confirmed for the primary number only and Secondary number information was missing S Address was DPV confirmed for the primary number only and Secondary number information was present but unconfirmed N Both Primary and if present Secondary number information failed to DPV Confirm DPV CMRA INDICATOR The DPV CMRA Indicator is the second position in DPV field Blank Address was not assigned a ZIP 4 by Accumail and therefore no DPV processing was performed Y Address was found in CMRA table N Address was not found in CMRA table DPV FALSE POSITIVE INDICATOR The DPV False Positive Indicator is the third position in field Blank Address was not assigned a ZIP 4 by Accumail and therefore no DPV processing was performed Y Address was found in False Positive table N Address was not found in False Positive table 2013 Datatech SmartSoft Inc 97 FOOTNOTES FIELD The DPV Footnotes field returns additional DPV information about the address These codes are defined as follows AA A1 BB CC N1 M1 M3 P1 RR R1 Input address matched to the ZIP 4 file Input address not matched to the ZIP 4 file Input address matched to DPV all components Input address primary number matched to DPV but secondary number not matched present but invalid Input address primary number matched to DPV but high rise add
8. deletes an entry from the user records e Ok Saves your changes and closes the window CAPS Customer ID Dun amp Bradstreet Num Permit Num e Cancel Closes the window Fed Agency Code Non Profit Autorization Number without saving the changes Display by USPS Mailer ID Name Company USPS CRID PostalONE User License e Apply Saves the changes but General Information General information about this user stays in the System User Info window for additional changes New Remove Cancel Apply You will want to set up your User Information Click on the plus sign to the right of the main headings in the options to show the options or click on the minus sign to close them 2014 Datatech SmartSoft Inc EXPORT To Export your list click on Database List on the Task Bar then click Export The other way to export the database is to click on 1 toolbar The following screen will appear mE port m c programdata smartsott amiw sample twdb seo SS e Save as type Comma Separated Values TXT Options gt Export same fields format and filename as originally imported list to the same location 7 7 Export same fields format and filename as originally imported list to a new location Select fields to export 5 Export field header only Indude field header record text files A Endose all fields in quotes Comma Separated Fields Field widths are determine
9. mode Cannot match COA Street Address with Secondary In the STANDARD mode utilizing Family matching logic the input record was a potential match to a family type COA record with an old address that contained secondary information The input record does not contain secondary information The record is a ZIP 4 street level match This address match situation requires individual name matching logic to obtain a match and individual names do not match Please Note This return code is only obtained when processing in the STANDARD mode using Family matching logic Found COA New 11 digit DPBC is Ambiguous The input record matched to a COA record The new address on the COA record could not be converted to a deliverable address because the DPBC represents more than one delivery point This return code may be returned regardless of the processing mode matching logic or COA type Please Note If this return code is achieved no other matching attempts are permitted regardless of the PROCESSING mode Cannot Match COA Conflicting Directions Middle Name Related There is more than one COA record for the match algorithm and the middle names or initials on the COAs are different Therefore a single match result could not be determined This return code is only obtained when using individual matching logic Please Note If this return code is achieved no other matching attempts are permitted regardless of the PROCESSING mode Cannot Matc
10. ta O SOS Data Localization United States E Canada ImportFieDefriton de Perform E Address Correction E Address Correction with Move Update Postal Presorting Job Script Export Export Data All fields Input fields only _ Use input data widths fixed field only AS 3 Current Order Ascending Descending Presort Order _ Trim leading zeroes on numeric fields Zip Code Order In this screen you will be naming your job script selecting the input file and selecting the tasks to perform 2013 Datatech SmartSoft Inc Here you will name your Job Script This will be the name of the script you run during the final step Script pn m Here you will select your Input Data File Setting up for a batch import task is a little different Currently frameworks Command Line only accepts comma delimited text files fixed length text files or FWDB frameworks data files for batch import Each file Input Data File ene pense a information available for URS oe TS a Data Localization a United States _ Canada the frameworks Command D A 22222 separate file must be supplied with the field name structure on the first and only line in the file You can create this file by selecting the Export field header only option in frameworks Export Once you do one successful Import of your data file format and are satisfie
11. 19 M also shows the version of the Address Correction database you have installed It is not used in Web Services These sections are only shown when AccuMail frameworks Web Services is enabled The Current Setup shows the current User Name and License Key of the Web Service Setup Curent Setup The Account Statistics section show the Credits left and the Date the service was last used as well as the Expiration Date of the Add On Module For more information about AccuMail User Name Your License Information willappearhere License Rey Account Statistics frameworks Web Services see the section Ries Mg ERREG Address Correction using Web Services Last Used Date 4 26 2012 Expiration Date 343122013 ADDRESS CORRECTION USER INFO a User Into When you click on the button the following screen will appear ho a oo ed CASS User Info x Mailer Sanon E Processed by send Devin Ga You will be able to click on the down arrow to select the Mailer and Preparer For more information on adding Mailer information see the System User Info 74 SETUP ACCUMAIL FRAMEWORKS FOR WEB SERVICES To setup AccuMail frameworks for Web Services you will need to click on Setup Web Services The following screen will appear AccuMail Web Setup Account Setup User Mare Account License Kep Help Toolkit License Rey sames KK KK lt A Account Statistics C
12. Bureau s Participant Statistical Areas Program The U S Census Bureau delineated census tracts where no local participant existed or where a local or tribal government declined to participate The primary purpose of census tracts is to provide a stable set of geographic units for the presentation of decennial census data Census tracts in the United States Puerto Rico and the Virgin Islands of the United States generally have between 1 500 and 8 000 people with an optimum size of 4 000 people For American Samoa the Northern Mariana Islands and Guam the optimum size is 2 500 people Counties and statistically equivalent entities with fewer than 1 500 people have a single census tract Census tracts on American Indian reservations off reservation trust lands and special places must contain a minimum of 1 000 people Special places include correctional institutions military installations college campuses workers dormitories hospitals nursing homes and group homes When first delineated census tracts are designed to be relatively homogeneous 80 with respect to population characteristics economic status and living conditions The spatial size of census tracts varies widely depending on the density of settlement Census tract boundaries are delineated with the intention of being maintained over many decades so that statistical comparisons can be made from decennial census to decennial census However physical changes in street patte
13. Invalid Argument 1 Address Not Found 2 State or County Not Found 3 Street Not Found 4 Street Range Not Found 5 Inexact 1 Address Not Checked 2 CensusGroup This field represents the Census Block Group CensusSuffix This field represents the one letter Census Block Suffix MetroStatAreaCode This field represents the Metropolitan Statistical Area FIPS code CongrDistrictCode This field represents the Congressional District FIPS code CountySubdvCode This field represents the County Subdivision FIPS code CombinedStatAreaCode This field represents the Combined Statistical Area FIPS code ElemSchDistCode This field represents the Census Elementary School District FIPS code StateLegLwrDistrCode This field represents the State Legislative District Lower Chamber FIPS code UnifiedSchDistrCode This field represents the Unified School District FIPS code StateLegUprDistrCode This field represents the State Legislative District Lower Chamber FIPS code 82 RESIDENTIAL DELIVERY INDICATOR RDI INSTALLATION INSTRUCTIONS There are two steps to installing Residential Delivery Indicator on your computer 1 Installing the AccuMail frameworks RDI updater Provided by Datatech Smartsoft a Either insert the CD labeled AccuMail frameworks RDI Disk into your CD ROM drive or download the file with the link provided to you via email b If the Auto Run feature is not enabled on your CD go to Start
14. This return code may be returned regardless of the 00 processing mode matching logic or COA type Please Note When processing in any mode and this return code is received it is required to attempt the match again using the next level of matching logic allowed by the processing mode Found COA Foreign Move The input record matched to a COA record but the new address was outside the USPS delivery area This return code may be returned 01 regardless of the processing mode matching logic or COA type Please Note If this return code is achieved no other matching attempts are permitted regardless of the PROCESSING mode Found COA Moved Left No Address MLNA The input record matched to a COA record but the new address was not provided to USPS This return code may be 02 returned regardless of the processing mode matching logic or COA type Please Note If this return code is achieved then no other matching attempts are permitted regardless of the PROCESSING mode 2013 Datatech SmartSoft Inc 101 03 04 05 06 07 08 102 Found COA Box Closed No Order BCNO The Input record matched to a COA record containing an old address of PO BOX which has been closed without a forwarding address provided This return code may be returned regardless of the processing mode matching logic or COA type Please Note If this return code is achieved no other matching attempts are permitted regardless of the PROCESSING
15. Update tab The following screen will appear Address Move Lip te Usa Curent Setup bel pdr Sarch Devin UserName Your License Information will Bs Select User Indo Processed by Sandi Devin License Key appear here as Selected PAF F Connect Automatically FUs Hied Case Account Statiches Uka Alias Street Harma Credits Aeman Linbriied l Lat Used Dale 3412012 Se Expeaton Date 371423 U Backup Belore Process Review Moved Addiesoas Remove Undelrerable Addresses Add Check Digit lo Delivery Fora The Address Correction with Move Update has several options on the screen EJ Select UserInfo Allows you to select the Mailer and Preparer to be printed on the CASS 3553 Form Connect Now Tests the Connection to the NCOA tnk Server Starts the validation process for the active database At the end of the process a statistics nh screen appears You can choose to view the CASS Certificate which will allow you to print a PDF of the CASS Certificate G Reports Allows you to view the Reports created Opens the Setup window to allow the setup of AccuMail frameworks for NCOA processing including customer Processing Acknowledgement Forms PAF Setup Help Opens the help documentation Set Up My Opens the Set Up Your Move Account screen This is only shown when you do not have Account NCOA enabled The Options section allows you to set preferences for the pr
16. View list This field is used to give you information on Residential Delivery The field format and description is as follows RDI This field is used to tell if the address is a Residential Address or not If it is a Residential Address there will be a Y in the field if it is a Commercial there will be a N in the field If the address is not listed in the Residential Delivery data it will be blank 2013 Datatech SmartSoft Inc 85 ACCUMAIL FRAMEWORKS COMMAND LINE The frameworks Command Line Interface is comprised of two parts in the frameworks main program and a separate utility program fwcmd exe With these you may run a sequence of operations on your data file with no user intervention and no windows or dialogs displayed This is commonly referred to as running batch jobs Running command line or batch jobs with frameworks consists of three simple steps 1 Save your Job Script s 2 Create and save your Command Line Action Script 3 Use FWCMD to execute your batch job JOB SCRIPTS Job Scripts are files containing all the setup parameters needed to run one of six different kinds of frameworks tasks Import US Address Correction US Address Correction with Move Update US Postal Presorting Canadian Address Correction and Canadian Postal Presorting Note You must have purchased the frameworks modules necessary for any task you want to include in your batch job Note also that a batch job will perform either US or
17. and file name is correct 28 ry Save As Organize v YX Favorites ME Desktop de Downloads 5 Recent Places Le files Libraries Documents A Music Pictures Videos Homegrou Y Homegroup E Computer File name Save as type A Hide Folders Name A Date modified Type No items match your search Size ami 0 Computer gt Local Disk C ProgramData SmartSoft AMFW Samples CSV Sample Search CSV Sample PI E v e frameworks Database Files fwdb IMPORT A FIXED WIDTH FILE To import a fixed width file click on the Import button The Import New Database Create a New Database screen appears This screen allows you to import a ao 0 Append Data to the Current Database new list or add records to an existing list Select the correct option and click OK The import new database screen appears This screen allows you to browse your computer to find the file to import Browse to the correct file Double left click or click on the Open button and the following screen will appear Import Text Wizard Your data seems to be in fixed width format If it isnt choose the format that more correctly descrbes your data C Delimited Characters such as comma or tab separate each field AccuMail frameworks will attempt to identify the format of the source file In this case it identifies Import Text Wizard th
18. on the NCOA server 76 User Mame License Key PAFID N Once your list is processed you will be able to view and print the reports showing you your results a aTa fa a m m Address i orrection Reports Test List CASS Report Close Views Print These reports are also available when you click on button Once your list is processed you can then use our filter option to view the results of the Address Changes See the section on Filter for more help 2013 Datatech SmartSoft Inc 77 LATITUDE amp LONGITUDE AccuMail frameworks GeoCode assigns Latitude and Longitude data to your database The data is assigned based on the ZIP 4 code of the address This means that searches can be done to find addresses within mere feet of the origin plus four GeoCoding is the process of assigning a location usually in the form of coordinate values points to an address by comparing the descriptive location elements in the address to those present in the reference material Addresses come in many forms ranging from the common address format of a house number followed by the street name and succeeding information to other location descriptions such as postal zone or census tract An address includes any type of information that distinguishes a place GeoCode services provide the ability to assign locations to address attribute information You can use a GeoCode service to e Assign a location to address attributes e Gene
19. option can increase the speed of your CASS Certifying process There is an additional module called RDI available for purchase that will indicate whether an address is a residential or a business address This may help reduce costs for parcel mailings We also have an additional module for adding Latitude and Longitude called GeoCode When you have purchased this option you can enable this option The option Use AccuMail Web becomes selectable when you have purchased the Accumail frameworks Web Services This will allow you to use our Web Services Server for CASS Certification as opposed to your local data 2013 Datatech SmartSoft Inc 55 User Here you can see the associated Mailer and Mailer Sandi Devlin Processor for this list Prosessed by Sandi Devlin This section shows the days left before the Address correction database expires It License Days until expiration 43 i also shows the version of the Address Z Database Version 10 00 19 M Correction database Curent Setup These sections are only shown when User Name Your License Information will appear here AccuMail frameworks Web Services is License Rey enabled The Current Setup shows the current User Name and License Key of the Web Service Setup Account Statistics Credit Remaining 330056 Last Used Date 4 96 2012 The Account Statistics section show the Credits left and the Date the service was last used as well as the Expiration Date of the
20. Add On Module For more information about AccuMail frameworks Expiration Date 343122013 Web Services see the section Address Correction using Web Services 56 DUPLICATE MANAGEMENT Select Duplicate Management on the Task pane and the following screen will appear Duplicate Management Duplicate Type Duplicate Processing Run Search for duplicates based Back up before processing Upor Help 8 Individuals Determine primary duplicate based on First dupe encountered depends on filter order Household C Last dupe encountered depende on filter order O Businesses Earliest TimeStamp C Custom Most recent TimeStamp When processing duplicates found Database addresses are irr Maintain a log file United States Retain duplicates after deletion C Canada This screen is separated in to three sections 1 The action buttons 2 The Duplicate Type 3 The Duplicate Processing The Buttons do the following gt Fun Runs the Duplicate Management Process with the selected options Opens the Help topic for this screen 2013 Datatech SmartSoft Inc 57 DUPLICATE TYPE Here you can run duplicates based on Individuals First and Last Name Household Last Name Businesses Company or build your own Duplicate match code To build a custom match do the following 1 Click on the Custom radio button 2 Click the Define button 3 The Define your Customer Key screen displays Here
21. Canadian Address Correction and Postal Presorting You cannot mix the two in one batch job This means you can only perform a maximum of four tasks in one batch job Import US Address Correction US Address Correction with Move Update and US Postal Presorting SETTING UP AND SAVING A JOB SCRIPT To set up a Job Script you must first make sure you have a data file loaded which contains the mapped fields necessary for the kind of job you will be running For example if you are setting up a US Postal Presort job you will need to have a Zip Code field a Delivery Point field City field State field etc and have them correctly mapped using the frameworks Map Fields dialog Then set up your job using frameworks as usual It is a good idea to run the job normally the first time in order to make sure your setup is performing according to your expectation When you are satisfied with the setup select Tools Save Job Script and the following screen will appear Command Job Script Here you can accept the suggested Job Script name or give it your own and then press Save Do this for each task you want to perform in your batch job 86 COMMAND LINE ACTION SCRIPTS Once you have set up and saved your Job Scripts the next step is to set up your Command Line Action Script Go to Tools Command Line Setup to bring up the Command Line Setup Dialog frameworks Command Line Setup Remove Input Data File
22. Class Periodical Standard Mail Package Services NCOA RETURN CODES There are two fields AccuMail frameworks returns for NCOALink These fields are COACode and COAFound COAFound is a True False flag that tells whether an address change was found Below are the codes that could be returned in the COACode field Code Return Code Description Explanation of Return code Address Y New Address provided N New Address not provided How D Derived by data returned in lieu of 11 digit S Derived by software Addre Ho SS Ww Code Description COA Match The input record matched to a COA record A new address could be A furnished Please Note If this return code is achieved no other matching attempts are permitted regardless of the PROCESSING mode Daily Delete The input record matched to a business individual or family type COA record with an old address that is present in the daily delete file The presence of an address in the daily delete file means that a COA with this address is pending 66 deletion from the COA master file and that no mail may be forwarded from this address This return code may be returned regardless of the processing mode matching logic or COA type Please Note If this return code is achieved no other matching attempts are permitted regardless of the PROCESSING mode No Match The input record COULD NOT BE matched to a COA record A new address could not be furnished
23. D Data Quality de Canadian E GeoCode Corrections Corrections AL EffectiveD ate EffectiveD ate the Map Database Fields window MoveType Movelype Check the box Save for Smart COACode COACode CoaFound CoaF ound Field Mapping Click OK TimeStamo TimeSstamo Smart Fields Auto Mapping Enable 0 Standard Smart Both Example Two field names from the csv header are NameFirst and NameSecond These are not in the Smart Mapping list so they do not get auto mapped There are two ways to add them to the Smart Mapping list for future auto mapping Map Database Fields Mapped to Field Types last Last ame Rebstock company Company South California Murs address Street 5526 SEPULVEDI B city City CULVER CITY st State CA zip ZIP Zip 30230 Phone Phone Delpt Delpt 26 Crt Crrt C034 Subscriber Subscriber LOTCade LOT Cade 0013 LOTDIR LOTDIR D Result Result 0 Corrections Corrections AL EffectiveD ate EffectrveD ate MoveType Movelype COACode COACode CoaFound CoaFound TimeStamo Timestamo ZIP Postal Code H Mail Prep D Data Quality de Canadian E GeoCode Smart Fields Auto Mapping Enable 0 Standard Smart Both The first way is to manually map them via the Map Database Fields window Here I ve mapped NameFirst to the field type FirstName and NameLast to LastName Check the Save for Smart Field Mapping box and click OK The csv field n
24. Delimited format Ff it isnt choose the format that more corectly descrbes your data Feed Width Fields are aligned in columns with spaces between each field Sample data from file Mr Hs First Last Title Company Suite Street City State Zip a Hr Vern Ramey 3374 Y 65TH ST TULSA OK 74132 El 5 Hr David Stevwart 399 Y MARSHALL AVE PHOENIX AZ 85013 Ms Laurie Elsentrout 5627 N 16TH ST APT D2 PHOENIX AZ 9 Mrs Kelly Hurn 2032 E MONTEREY WAY PROENIX AZ 865016 Mr Dan Gorman 17118 E CAMPBELL AVE APT 1 PHOENIX AZ B501 Hr Joe einer 3651 H 29TH ST PHOENIX AZ 85016 Dr Allison Phillips 837 E MONTECITO AVE PHOENIX AZ 850 Doug Hunter 2 410 E OCOTILLO RD PAOENIX 4 7 65016 John Fuszell 6808 N 18TH ST PROENIX AZ 865016 Douglas Malm 2901 E OSBORN ED PHOENIX AY 85016 Dan Concin1 510 N 215T ST PHOENIX AZ 85016 E Lois Burgmeier 2546 E GLENROSA AVE PHOENIX AZ 85016 Steven Galinter 4223 E CHEERY LYNN ED PHOENIX AZ 65018 Bruce Harkowitz 3040 H 36TH ST PHOENIX 47 85018 E 2014 Datatech SmartSoft Inc AccuMail frameworks will attempt to identify the format of the source file In this case it identifies the file format as a delimited format with instructions to choose a different format if it identified the format incorrectly Click the Next button and the following screen appears Import Text Wiza
25. FW Templates Mailing Job Package Archives 3 Database This determines whether a omen pre defined field map is used for mapping the columns of data shows the lasts E Reopen iia database used confirms database deletions and alters an MDB file instead Confim database record deletions 7 Work directly on MDB database files of using the frameworks file fwdb Options 4 Print Design This screen determines the default font for reports 12 TOOLS USER INFO MENU The System User Info screen is used to setup the information that appears on the CASS and Postage Statement reports You can choose from multiple entries by either Name or Company Click on the radio button to make your selection New Adds a new name to the user records by clicking on and entering the information in the Details box Remove Deletes an entry from the user record OK Saves your changes and closes the window Cancel Closes the window without saving the changes Apply Saves the changes but E System User Into User Records Sandi Devlin Display by Name Company Details Name Company Address Line 1 Address Line 2 City State Zip Phone Email Customer Number CAPS Customer ID Dun 4 Bradstreet Num Permit Num Fed Agency Code Sandi Devlin Datatech Smartsoft 5951 Encina Rd ste 201 Encina CA 93111 888 227 7221 Non Profit Autorization Number USPS Mailer ID USP
26. HOBE RD BRYANT 72022 2447 C016 217 C013 244 1124 CLIFTON ST CONWAY 72034 3911 1124 CLIFTON ST CONWAY 72034 3911 5711 CALLE REAL SANTA BARBARA 93117 2315 C025 116 5711 CALLE REAL SANTA BARBARA 93117 2315 215 555 7854 C025 116 5800 CATHEDRAL OAKS RD SANTA BARBARA 93117 1829 C027 009 5800 CATHEDRAL OAKS RD SANTA BARBARA 93117 1829 C027 009 2912 DE LA VINA ST SANTA BARBARA 93105 3310 1C033 122 2912 DE LA VINA ST SANTA BARBARA 93105 3310 C033 122 15 E CABRILLO BLVD SANTA BARBARA 93101 2310 C004 154 15 E CABRILLO BLVD SANTA BARBARA 93101 2310 888 227 7221 C004 154 1 STATE ST SANTA BARBARA 93101 3527 co04 018 1 STATE ST SANTA BARBARA 93101 3527 0004 018 1 STATF ST SANTA RARRARA A 93101 2577 lenna Inia Closes this screen Collapse All or Expand All Lets you collapse or expand the sets of duplicates found Dupe Level na This option lets you set the duplicate level You can select near high or exact ear matches Mark All Marks all records for deletion Unmark All Unmarks all records for deletion Reverses marks makes all records marked unmarked and all records marked Toggle ll a unmarked Automatically marks all duplicates for deletion based on priority records chosen on Auto Mark i the duplicate management window Record View Open the record view of the d
27. Mail frameworks main screen is divided into several parts Clicking on a specific section will allow certain tasks to be performed The sections are Menu Toolbar Tasks Database Options Database Properties and Database Window Each part is discussed below When you open AccuMail frameworks for the first time you will see this screen AccuMail frameworks C ProgramData SmartSoft AMFW Samples CSV Sample Test List fwdb File View Data Tools Help aa EAS A lx E a m EIT IA AG Menu Tasks A Database List Database Location Date Modified Notes on E testlistfwdb c programdata 04 26 12 11 50 17 E sample fwdb c programdata sm 04 26 12 08 42 05 B nonim_april fwdb c users sandi desk 04 11 12 16 33 26 Toolbar E cara view Designer es l 5 Tasks DB Properties a TEST LIST FWDB Folder C ProgramData CS Sample ese ai MAMs First Last Title Company Suite Street City State Zip Phone Fax Note LOT 1001 CRRT DPB Resutt eae Mr Vern Ra Po l 3374W65THST TULSA OK 74132 1209 0069 ORO 74 0 Database Properties Freud 972 Aa ah nee 2 Mr David Stewart 399 W MARSHALL AVE PHOENIX AZ 85013 1816 0077 co18 99 0 e ext Date Time 04 26 12 08 43 3 Ms Laurie Eisentrout 5627 N 16TH ST APT D2 PHOENIX AZ 85016 2925 0018 c023 42 0 Notes 4 Mrs Kelly Hurn 2032 E MONTEREY WAY PHOENIX AZ 85016 7216 0092 c002 32 0 5 M
28. N Open ctrl 0 Close Backup Restore Print Print Preview Print Setup New Report Ctrl P Open Report Crl kh Recent Databases Lists the recently opened databases so they can be opened Exit Exits AccuMail frameworks VIEW MENU Click on the View menu and the drop down menu will display the available options Toolbars Y Standard Maximize the Database pane Show the Task Details with the Database pane Animation Show Properties and Database Grid Show Tasks Properties and Database Card T Show All Panes Restore to last layout Toolbars This allows you to turn the Standard toolbar on or off Layouts You can choose from one of the following layouts Maximizes the database pane this uses more of the available window for the database data 3 Show task pane with database pane this shows the task list as well as the database data Show task details with database pane this shows information about the task as well as the database data Showall panes This is the default display of frameworks Restore to the last layout Restores the view to the last selected layout Status Bar Check this to see the status of a process at the bottom of the screen Animation Select to use animation where available Grid Select this to see the database in a spreadsheet view Card Select this to see the database in a card view 2014 Datatech SmartSoft Inc DATA MENU
29. Process see the section on Filters The bottom portion of the screen shows the details on the particular database you are working in It also gives you the option of backing up your database prior to running the Batch Process This is highly recommended The Buttons on the right side of the screen do the following e Close Closes the Batch Operations window e Execute Runs the selected Saved Batch Script e New Creates a new Saved Batch Script e Edit Edits the selected Saved Batch Script e Remove Removes the selected Saved Batch Script 42 To create a New Batch Update do the following steps Click on New When New is clicked you can select to modify records or to delete records To modify the record click on the Replace the content of and choose the field you want to modify Then select whether to replace the field with Value input specific text or with the contents of another field Then click on Add to list of Actions To remove a specific Action click on Remove You can select to run the update on all of the records or setup a filter to run the batch update on records that meet a specific criterion Once the batch update is set click OK It may be a good idea to backup your data before running the Batch Update Click on the Backup Data before Execution check box 10 Then click on the Execute button For Example the batch update below will replace the contents of the field Note with the text April 25 2009 a
30. Run and type D Setup exe Where D is your CD ROM drive and click OK or open the file you downloaded c Follow the on screen instructions for installing the RDI updater 2 Installing the RDI data Provided by the United States Post Office a Place the CD you received from the United States Post Office in your CD ROM drive b Click on the Start Menu icon labeled Launch RDI updater located in Programs Datatech Smartsoft AccuMail frameworks c The following screen will appear click Next to continue the installation of the data AccuMail frameworks RDI updater InstallShield Wizard Welcome to the InstallShield Wizard for Accum ail frameworks ADI updater The InstallShield Wizard will install Accum ail framenyorks AD updater on your computer To continue click Next Bas 2013 Datatech SmartSoft Inc 83 84 d On this screen you will select the drive letter of your CD ROM drive in which you placed the RDI data then click OK Select RDI Sour e Select CD Drive Path D Directories E my Computer a HA 344 Floppy G45 Ge Local Disk C Set Local Disk D El CD RW Drive Es J DYD RW Drive Fi e Removable Disk G i See Prod Ki i F You will now be asked to select the path of your current AccuMail frameworks software after you verify that the correct path is selected click Next AccuMail frameworks RDI updater InstallShield Wizard Choose Destination Locatio
31. S Addresses All Address from within the United States e Canadian Addresses All Addresses from within Canada e Moved Addresses Records that were returned with NCOA changes e Foreign Moves Records marked with Foreign Moves e Moved No Address Records marked with moved no forwarding address given e Box Closed No Forward Records marked that the Box is closed with no forwarding address e Daily Deletes Shows records that the Change of Address is pending deletion from the Change of Address master file and that no mail may be forwarded from this address A frameworks Tip You can add predefined filters to your list of filter by double clicking on the desired predefined filter 2014 Datatech SmartSoft Inc 41 BATCH UPDATE Click on the icon to enter the Batch Update mode Batch Update allows the modification of records as a group This can be used to fill in missing data in a field such as adding the city name if all of the records are in the same city When the icon is clicked the Batch Operations screen appears Batch Operations Saved Batch Scripts Execute Hew Edit Remove Filter selected A ci Database C Program ata S marts oftVahPYW S ampless CS Table Import Backup data before execution A list of Saved Batch Scripts is shown on the left The filter section allows you to select a part of your list or the entire database To create a filter for your Batch
32. S CRID PostalOMNE User License stays in the System User Info window for additional changes SINGLE ADDRESS LOOKUP To correct a single address at a time or to look up an address not in your database you will need to open the following screen To correct an address in your list select the address from the List View and click on the button in the List View Menu bar To look up an address not in your list go to Tools Single Address Lookup When you navigate from the tools bar the address information is blank When you navigate through the List View your address will be automatically entered single Address Lookup Address Middle Name Company Primary Street Secondary Street TS SY IN ara J E Carer Route O DPc Result Options Standardize Streets Use Mixed Case Use Alias Street Mame O Add Check Digit to Delivery Point The buttons on this screen are Close Closes this screen Lookup Preforms an address lookup on the entered address filling in the results at the bottom of the screen Browse Opens the Browse all Streets window Clear Clears the address information from the screen 13 Options Click on the Standardize Streets check box to standardize street addresses AccuMail frameworks corrects the prefixes suffixes directionals and other abbreviations to standard US Postal Service spellings It also corrects the spelling of the street name its
33. SmartSoft Inc To see if that particular range has any secondary information double click on the desired range Browse Best Streets ZIP Codes Cities City Streets Street Canwood EAIA AlSt AlPre AlSfx AlPst CA 91301 Primary Ranges Secondary Ranges Low 29105 29125 29145 29200 29201 29209 29219 29229 High 29105 29125 29145 29298 29299 29209 29219 29229 CRAT co20 c020 c020 co2 co2 co2 co2 C027 Zip4 6314 6315 1593 15ND 1555 1579 1560 1561 Unit low high prty crt zip4 CO2 1515 Assign Primary Assign Secondary Select the desired range and click Assign Primary to update your database if all you want to add is the Primary Range information if you need to add the Secondary Range information select the Assign Secondary button HELP MENU Click on the Help menu and the drop down menu will display the available options Contents Opens the Help File to the Contents section Contents Search Opens the Help File to the Search section Search Index Opens the Help File to the Index section SmartSoft Support Opens the SmartSoft website in your default browser Index About Opens the About AccuMail frameworks screen 16 TOOLBAR The toolbar in AccuMail frameworks is made up of short cuts or icons You can access many of the features of AccuMail frameworks by Menu selection or by these Icons a Import Data Click on this to import a
34. When S processing in the STANDARD mode and this return code is received utilizing Individual logic discontinue the Individual logic sequence and go straight to FAMILY matching logic Found COA New Address Would Not Convert at Run Time The input record matched to a COA record The new address could not be converted to a deliverable 14 address This return code may be returned regardless of the processing mode S matching logic or COA type Please Note If this return code is achieved no other matching attempts are permitted regardless of the PROCESSING mode 2013 Datatech SmartSoft Inc 103 15 16 17 18 19 20 104 Cannot Match COA Individual Name Insufficient The input record was a potential match to a COA record that contains a first initial and middle initial name ex CM Smith or C Mary Smith A match cannot be made because the input middle initial name is missing or does not equal the middle initial name on the COA This return code is only obtained when using individual matching logic Please Note When processing in the STANDARD mode and this return code is received utilizing Individual logic discontinue the Individual logic sequence and go straight to FAMILY matching logic Cannot Match COA Secondary Number Discrepancy The input record was a potential match to a street level COA record However a match is prohibited based on one of the following reasons 1 There is conflicting secondary informat
35. aa 50 Address COMEN a a a E A longeicuteliedes 54 Address COrecion OPONE Ri 54 Duplicate Man semental 57 Duplicate TY Pe cidade 58 Duplicate Processina ai id id 60 Cara VIEWIDESIE IER ni Aia 63 Desi nN a NEW FO Mia 63 Additonal Modules a od de 65 Address Correction With MOVES Update asaina a darlo 65 Address Correction User Midi 66 Setup AccuMail frameworks for NCOALK Drocessing oooncconocncnonncnonncnnnnanann cono nanannnnnn canon canon canon nc nnn na ranna ninos 67 Address Correction with Move Update Results oooccccooccnnccnccnccnononnnnncnnononnnnononononnnnnnonnnnnnnnannnnnnnnnnnnnnnnss 70 Address Correction USING Web SerVICES mii ia 72 Address CONFECTION OPINAS dde 73 Adaress Correction serio a is 74 Setup AccuMail frameworks for Web Services ccccccccssssseccccceeseccceeeeseceeeseeseccessuaueeeessuaaeceessaaeeeessaaaeeeeees 75 Address Correction Via Web Service Results ccccccssssseccccsesescccseessecccssessesccseussesccseusseseessuuseseeseuaeesesteges 76 ratita OTS ISU E tt dto 78 Preparing your list for AccuMail frameworks G OCOE cescccceesececeseccccesececeeseceseuececeeeceseuseceseeeceesenecets 78 Assigning Latitude Longitude to Your Database cccccccsssscccssescccanecccsensccceeuecessuececseeeessauseessesessaneeess 79 A ar a eauaiaacsieatotnaiaaeceeatntae encanta cad ice enone deca vatnaerauueeen te 80 Residential Delivery INndicator cccceesccccsssscccescccce
36. ame NameFirst will now auto map to the field type FirstName and NameLast to LastName in future auto mapping 34 The Second way to map these fields is to select Smart Field List When this button is clicked the following screen will appear Edit Smart Fields erat read o OK Saves and Closes this screen FirstName Cancel LastName E Company Suite Street Street2 City Adi Puent Help Opens the help screen for this window ES Stat d Add Child B ZIP Zip4 o nee Add Parent Adds a Field Name Crt Subscriber Clear All Depi Add Child Adds a Smart Mapped field LOTDIR LOTKey ind ere Remove Deletes the Parent field or the Child Field PS_SACK tf oc DAY Cancel Closes Screen without saving Clear All Removes all fields and smart mapped fields To add NameFirst to the Smart Mapped fields click on the Parent field name FirstName Then click on and type in NameFirst To add NameSecond to the Smart Mapped fields click on the Parent field name LastName Then click on and type in NameSecond The Edit Smart Fields will now look like Edit Smart Fields MarmeFirst E LastName NameSecor 2014 Datatech SmartSoft Inc ADDITIONAL FIELDS After importing a new list you will see the following screen Additional Fields OK Saves field choices and opens list Cancel Does not add any additional fields Reset to Default Rever
37. ara CA 93101 Highrise match 202 State St Ste A Santa Barbara CA 93101 J Highrise default match 202 State St Santa Barbara CA 93101 K Route default match 94 RR 1 Goleta CA 93117 L Street name corrected 123 Anakapa St Santa Barbara CA 93101 M Street suffix corrected 123 Anacapa Ave Santa Barbara CA 93101 N Predirectional corrected 123 W Anacapa St Santa Barbara CA 93101 O Postdirectional corrected 123 Anacapa St West Santa Barbara CA 93101 P City corrected 123 Anacapa St Goleta CA 93101 Q State corrected 123 Anacapa St Santa Barbara NY 93101 R ZIP corrected 123 Anacap St Santa Barbara CA S Urbanization corrected A1 Calle 1 Mayaguez PR 00680 T ZIP 4 corrected U House number corrected 1234 1 Anacapa St Santa Barbara CA 93101 V Unit number corrected 924 Anacap St Ste X2 Santa Barbara CA 93101 W Secondary unit designator corrected 924 Anacapa St Apt 2X Santa Barbara CA 93101 X Firm corrected Snt Barbara Winery 202 Anacapa St Santa Barbara CA 93101 Y Street swapped with firm Z Street swapped with alternate 2013 Datatech SmartSoft Inc 95 0 Dual address changed to PO BOX 123 XYZ St Box 456 Santa Barbara CA 93102 1 Dual address street match 123 Anacapa St PO Box 456 Santa Barbara CA 93101 2 Input city is not preferred but is acceptable 4800 Calle Real Goleta CA 93111 3 Street standardized
38. cally for validation and presorting 4001 CRAT DPE Result Dupekey Subscriber To add a field The Buttons on the right are 1 Click on Add 2 A window will display where you assign a field name and type of field 3 Click OK and the new field will be added to the list of fields 2014 Datatech SmartSoft Inc 24 To delete a field 1 Highlight the field to be deleted 2 Click on Delete and the field will be removed from the list of fields To Add a Special Field 1 Click on the Add Special button 2 The following Screen will appear Add Special Fields Field Types Add Field A Address E ZIP Postal Code BA Mail Prep D Data Quality Canadian N Name co GeoLode 3 Double click on a category and the fields for that category will appear 4 Click on the field to add to the field list 5 Click OK 2014 Datatech SmartSoft Inc 25 IMPORT A mailing list must be imported into AccuMail frameworks and converted to a MDB file format that has the file extension of fwdb The following file formats can be imported into AccuMail frameworks Text TXT OR CSV dBase DBF Access MDB FoxPro DBF or Excel 97 2003 XLS If the file format is different than any listed above the following message appears C Users SandiDocuments 4 ccumail frameworks The data file you selected to import does not appear to be a recognized type Please select the type of pour file to be imported
39. cally mapped if field names are not part of the default field names in AccuMail frameworks You can save your already mapped fields for future use by selecting Save for Smart Field Mapping You can also view the Smart Field List by clicking on the Smart Field List button The other section on the bottom of the screen is for Auto Mapping your data fields Auto Mapping J Enable Co Standard C Smat Both AccuMail frameworks will automatically try to map your fields if you have Enable checked There are two options for Auto Mapping Standard Uses AccuMail frameworks default list of fields to auto map Smart Uses Smart Map fields to auto map For more information on Smart Mapping see the Smart Mapping section If a field you have does not automatically get mapped you can do this manually To do this we have organized the field names into categories Simply double click on the category your field matches in then click on the field you would like to map and then click Map For example if you would like to map ZIP to ZIP ZIP4 instead of just the ZIP Double click on the Category ZIP Postal Code and then click on the field ZIP ZIP4 On the left side of the window click on your field then click on the Button Map AccuMail frameworks also give you the option to drag and drop the field types into the appropriate field Click OK when finished doing your Field Mapping A frameworks Tip You can also double click on t
40. d To sort by Ascending or Descending order click on the appropriate radio button Click the Add Condition button to add a specific criterion to a filter More than one condition can be added to a filter 40 Remove deletes a specific criterion from the filter Add Special allows you to select Only US records or only Canadian records in your list This Window shows the criteria set Filter NEW for finding all of the records in Selection Statements A 5 Select ALL Records Select ONLY Records Where Arizona with the first name of i Yale O Field 0 Blank Robert or Bob The first line sets Band neme the condition that the State field Gh la Mrs must be AZ The second line sets a e the additional condition that the AND First Robert mer First field must be Robert and the third line sets the additional condition OR Bob The result of this filter is a display of all records Ordering ae with addresses in Arizona and first 9 Order by land mas name is Robert or Bob The records oe l a Ascending Descending are listed by City in descending order To toggle back to the full list click on the Filter icon and click the Select All Records radio button Click on the Pre Defined radio button to select records from the validation and NCOA processes The pre defined filters are e Uncoded Records Records that did not pass CASS Certification and do not have a plus four e U
41. d by data Field widths are determined by input structure Ordering 8 Current Order 3 Ascending Descending Presort Order Trim leading zeroes on numeric fields L Preso text file output only 5 Zip Code Order 5 Select Fields Field 1 You have the following options for exporting Export same fields format and filename as originally imported list to the same location This option will export the same fields you imported back in to your original file name and type It will overwrite the input file Export same fields format and filename as originally imported list to a new location This option will export the same fields you imported into the same type of file but will allow you to choose where you will save the file Select fields to export This option will allow you to choose the specific fields to export When this option is selected you will need to save the database as a new file You can select the file type in the Save as type box Export field header only This option will only export the field header record no actual data will be exported Include field header record text files This option will include the field header information for the list this only applies to text files Enclose all fields in quotes Comma Separated Fields This option will put Quotes around all data being exported 48 The following section will allow you select the order in which your list is exported Ordering Curr
42. d to select a subset of the records in the file Table Import Filter All i Records 972 Records the number of records in the file Notes Notes if any notes are made regarding the file 22 DATABASE WINDOW The Database Window shows the database you have selected There are two ways to view the database List View and Card View List View shows all the database records on one screen as the Card View shows one record at a time The options for both views are the same o 3 3 3 g k Stewart Eisentrout Hurn Gorman Weiner Phillips Hunter Russell Malm Concini Burgmeier Gainter Markowitz Drake Hirschfeld Tillack Bradford Green Levno 3374 W 65TH ST 399 W MARSHALL AVE 5627 N 16TH ST APT D2 2032 E MONTEREY WAY 1718 E CAMPBELL AVE APT 1 3651 N 29TH ST 2837 E MONTECITO AVE 2410 E OCOTILLO RD 6808 N 18TH ST 2901 E OSBORN RD 5107 N 21ST ST 2546 E GLENROSA AVE 4223 E CHEERY LYNN RD 3040 N 36TH ST 3426 E ELM ST 4723 N 44TH ST 4530 E CALLE DEL MEDIO 5537 E MONTEROSA ST 5415 E EXETER BLVD 5133 E EXETER BLVD 5901 E CALLE DEL NORTE RARRARARRRAARRR RR RRR ARR RE 74132 1209 85013 1816 85016 2925 85016 7216 85016 5460 85016 7006 85016 5835 85016 1220 85016 1061 85016 7036 85016 3409 85016 5610 85018 6428 85018 6999 85018 3430 85018 3802 85018 3810 85018 4533 85018 3104 85018 3008 85018 4620 a The icons available on this screen allow you to navigate thr
43. d with your field mappings you can simply export your field header to a file and use that file for subsequent batch import tasks Set the Data Localization to either United States or Canada Here you can also select Field Mapping options If you have an external field map file select it now If the data file you select is a frameworks FWDB database it will be used as is and from the folder where it was selected If it is another type of file frameworks will assume it is comma delimited text format and attempt to import it when you run this batch job If all you want to do is import a data file into frameworks format then you are finished with this script and you may click Save If you want to perform additional batch processing on your data then select the options desired in the Perform section For each task type you choose select the previously saved Job Script Perform Address Correction a E Address Correction with Move Update A AAA E Postal Presorting 88 The final section is for exporting your data You can export All fields or Input fields only If your list was originally a fixed width file you can choose to Use input data widths fixed field only Export Y Export Data All fields Input fields only Use input data widths fixed field only Export To C PProgramDiatalSmartSoftlAMFWWFWCmdWiSample tet Current Order Ascending Descending Presort Order Trim leading zeroes on nume
44. dardize Streets Use Mixed Case ACS Use Alias Street Name E Add Check Digit to Delivery Point Processing Backup Before Processing Perform ZIP Pre ordering _ Enable ADI GeoCode ADDRESS CORRECTION WITH MOVE UPDATE This will validate the records in the active list and also use the NCOA processing ae Move Update I C t Set 4 Select User Info e A Mailer Sandi Devlin UserName datatedevline Processed by Sandi Devlin Dentales Options Selected PAF gt Run O Connect Automatically Use Mixed Case Account Statistics n Reports Use Alias Street Name Calico Seals Remain Mad Last Used Date 3172012 Expiration D ate 3172013 Setup 2 Help Processing Backup Before Processing Review Moved Addresses Remove Undeliverable Addresses 20 DUPLICATE MANAGEMENT This will find and delete duplicates in the active list Duplicate Type gt Run ag Save bo gt Load from Search for duplicates based Upon 8 Individuals 5 Household O Businesses Custom Help CARD VIEW DESIGNER There are two options for displaying the data in a list grid view the columns New and rows of data display or card view The default is the grid view Select the card view for viewing a single record at a time or for data entry MODULE LIST Duplicate Processing Back up before processing Determine primary duplicate based or First
45. de CoaF ound CoaF ound Timestamo Times5tamo ES cu a Smart Map Smart Fields Auto Mapping E Save for Smart Field Mapping Smart Field List Enable Standard Smart This Window is separated into three sections 1 The large section on the left is your list with your data The field names in your database are on the left under the column headed Field The center shows the mapped field names under the column headed Mapped to The right shows the text for a record under the column headed Data 2 The center section shows the AccuMail frameworks field type names under the column headed Field Types These are the field names AccuMail frameworks uses 3 The right section contains the action buttons These do the following e OK Closes the Window saving your changes e Cancel Closes the Window without saving your changes e Record Scrolls through the records in your list so the text of the fields are visible in the Data column e Map Connects the selected Field Type name to the data e Unmap Remove the Mapped To field for the selected field 2014 Datatech SmartSoft Inc 31 e Unmap All Remove all Mapping for your list e Smart Map Will automatically try to map your highlighted field to the appropriate Field Type This section on the bottom of the screen is for Smart Mapping your data fields Smart Fields Save for Smart Field Mapping Smart Field List Smart Mapping allows your fields to be automati
46. ded or New address primary number not DPV confirmable There is a change of address on file but the new address cannot be ZIP 4 coded and therefore there is no 11 digit DPBC to store or return or the new address primary number cannot be confirmed on DPV This return code may be returned regardless of the processing mode matching logic or COA type Please Note If this return code is achieved no other matching attempts are permitted regardless of the PROCESSING mode Cannot Match COA Conflicting Directions after re chaining Multiple COA records were potential matches to the input record The COA records contained different new addresses and a single match result could not be determined This return code may be returned regardless of the processing mode matching logic or COA type Please Note If this return code is achieved no other matching attempts are permitted regardless of the PROCESSING mode COA Match Secondary Number dropped from COA The input record matched to a COA record The COA record had a secondary number and the input address did 91 not Please Note This return code is derived from Individual and business matching Y S logic only If this return code is achieved no other matching attempts are permitted regardless of the PROCESSING mode COA Match Secondary Number Dropped from input address The input record matched to a COA record The input address had a secondary number and the COA 5 record did no
47. dupe encountered depends on filter order 0 Last dupe encountered depends on filter order arias CH Co Earhest TimeStamp Fi C Most recent TimeStamp When processing duplicates found Maintain a log file Retain duplicates atter deletion Click on Module List to see the existing modules available in AccuMail frameworks Module List Application Module Description Version Installed Installed Yes AccuMail frameworks Certified Address Correction 1 2 26 Yes AccuMail Move Change Of Address Processing 1 2 26 Yes AccuMail GeoCode Lat Long and Census Tract Block Appending 1 2 26 Yes AccuMail Prosort Certified Postal Presorting 1 2 26 Yes 2014 Datatech SmartSc 21 DATABASE PROPERTIES This section contains information about the active list and multi user availability USER INFO User Info contains information for multi user setups number of seats used and the maximum number of seats available User Info User Info DB Properties Username Local User Seats Used 1 Max seats 1 DATABASE PROPERTIES Database Properties contains information about the active list The information detailed is Name of the active file DE Properties mi User Info DB Properties Folder the path where the file is located Table the name of the table used to map the data TEST FWDE Folder c programdata ce sample Filter use
48. e Verification window will open Simply follow the direction on the screen to sign and enable your PAF Signature Verification Signee Name in CAPS Pe am the List Owner and hereby verify that this is my signature O am Broker List Administrator and hereby verity that this is my signature and that have in my possesion a printed copy of thi PAF bearing the actual signature of the List Owner By selecting ether option you are declaring that the above entered name ls the actual full name of the List Owner or the fully authorized representative thereof IF YoU are an authorized representative you are further declaring that a copy of the associated PAF signed by the List Owner is actually in Pour possesion Any misrepresentation of this declaration wall result in termination of this account and may result in further actions 4 If you need to make any changes or print your PAF you can always come back to the PAF Setup and Modify or Print your form again your PAF will open in Adobe ADDRESS CORRECTION WITH MOVE UPDATE RESULTS Once you are setup to process your database through NCOA click on the button The following screen will appear NCOA Web Services User Name License Key PAF Name PAF ID four data has been exported Total Records 372 Credits Remaining Unlimited Press OF to process or Cancel to abot 0K Cancels 9 Display this dialog on every NCOA Process Th
49. e file format as a fixed width format with i E A bee The wizard has made some guesses about where your field breaks occur Are they corect If instructions to choose a different format if it not you can make adjustments now identified the format incorrectly Click the Next aces mann anise To CREATE a break line double click at the desired position button and the following screen appears To DELETE a break line double click on the line E First row contains field names 10 20 30 40 50 rs re arar rra dra dr rr dr rr lr This screen will give you the opportunity to create break lines this will tell AccuMail frameworks where your fields start and end Arrow though your fields to make sure all breaks are in the correct place To place a break line simply double left click on the desired location To remove a break line double click on the existing line 2014 Datatech SmartSoft Inc 29 180 190 200 210 220 230 Seer eee AAA ree ere eer ity ISTZP LTURAS ULVER CITY ULVER CITY ULVER CITY ULVER CITY ORON ULVER CITY MERY VILLE ULVER CITY LENDALE FYERTY HTTTG Place your cursor on the space between these two fields and double click Once you are finished setting the break lines click Finish L Computer Local Disk C ProgramData SmartSoft AMFW Samples CSV Sample Organize v New folder des ES Name Date modified Type BE Desktop No items match your sea
50. e of confidence 123 Islay St Santa Barbara CA 93101 NOTE this result indicates that information on the street line would have broken a tie between two or more matches Incorrect ZIP city or urbanization resulted in multiple matches with the same degree of confidence 14 Cranch St Quincy Center MA NOTE this result indicates that information on the last line would have broken a tie between two or more matches CORRECTION CODES The correction codes are used to describe what was done to the address in the coding process Each coded record will be assigned a string of one or more characters The user may assign any size field to hold the correction codes If the field is too short then the codes will be truncated without error O O o D Description Normal street match PO BOX match Route type match Unique ZIP match Small town match Alias match Highrise alternate match Firm match Highrise match Highrise default match Route default match Street name corrected Street suffix corrected Predirectional corrected Postdirectional corrected City corrected State corrected ZIP corrected Urbanization corrected Z1P 4 corrected House number corrected Unit number corrected Secondary unit designator corrected Firm corrected Street swapped with firm Street swapped with alternate Dual address changed to PO BOX Dual address street match Input city is not preferred but is acceptable Street standard
51. e used to determine a geographical area to search 123 Main St Invalid City Name CA 00000 3 Coding would result in changing both ZIP and city This is illegal for PO BOX and route type addresses PO Box 12345 Gaviota CA 93117 NOTE if the input city is invalid or blank then it is legal to change both city and ZIP for these types 4 The best match would result in too many suspicious changes 123 State Ave Santa Barbara CA 93102 NOTE AccuMail frameworks considers some addressing errors as more serious than others In order to prevent false matches AccuMail frameworks allows at most one of these serious errors Here are the errors AccuMail framworks considers serious non blank ZIP was changed an alias match was made which requires changing street to base name non blank suffix was changed non blank directional was changed except for swapping of pre post more than 1 error in directionals and suffix missing unit number i e 123 foo st apt missing SUD i e 123 foo st 1 leftovers that must be discarded i e 123 foo st PO Box 456 primary range errors i e 123 4 foo st gt 1234 foo st 5 The street was identified as an alias but was out of the range restricted for that alias 4179 W Church St Pine Plains NY 12567 NOTE The USPS indicates that some aliases apply only to a certain part of the base street In the above example the alias is limited to the range 3000 3816 The AccuMail frameworks browse feat
52. elf but does not change the house or street number Click on Use Mixed Case to select mixed case as the output of your database If you would rather have your list be all Upper Case do not select this option The address must be assigned a plus four to be CASS Certified Next you can select Alias or base street names An alias name is an alternate name for a street It may be a name by which a street was formerly known a commonly used nickname for a street or one the community prefers to use The USPS designates one of the street names the base street name and calls all other names alias street names For example in a given ZIP Code 1st St may be an alias for Martin Luther King Jr Hwy In this case the street name has changed The USPS strongly encourages mailers to use the base street name Martin Luther King Jr Hwy because it is the new name However the alias 1st St is also allowed When you browse through the database AccuMail frameworks displays both the base and alias street names However when you run a task you need to select which one you want to use If you want to retain the alias in the input file click on the Use Alias Street Name check box If you want AccuMail frameworks to always use the base street name preferred by the USPS leave this option unchecked Select Add Check Digit to Delivery Point to combine the address check digit for mailing into the field you have mapped to Delpt Delivery Point When you selec
53. elivery Point Postal Code frameworks Canada These fields are used for the Mailing Edition Carrier Route Subscriber information Line of Travel code Line of Travel Directional Marker Line of Travel Keyline Address Change Service Keyline Presort Sequence Number Presort Sack Number Presort Package Number Presort Piece number Presort Endorsement line Walk Sequence Code Residential These fields are used for Address Correction Result Code Correction Codes Urbanization County Name Congressional District Number Deliver code Effective Date NCOALink Move Type NCOALink Locatable Address Conversion System Code House Number when street is parsed Pre Directional when street is parsed Street Name when street is parsed Post Directional when street is parsed Suffix when street is parsed SUD when street is parsed Unit Number when street is parsed Data is removed during CASS process will be put here Private Mail Box Duplicate Key Used during duplicate management Change of Address Code NCOALink 37 Canadian GeoCode CoaFound TimeStamp DPV DPVFootNote Undeliverable RDI Ostreet Ocity Ostate OZIP Mode Code Bag Bundle MatchCode Error Code Reserved PMSA CMSA CensusTrack CensusBlock CensusSide GeoResult Latitude Longitude True or False field indicating whether a Change of Address was found or not NCOALink Time Stamp Delivery Point Validation
54. ent Order Ascending Descending Presort Order Zip Code Order Select Fields You can select one of the following Current Order This option will export the list using the current order Presort Order This option will export your list using the most recent presort run Zip Code Order This option will export your list in Zip Code order Select specific fields This option will allow you to select up to two fields for ordering You can also select whether you sort via Ascending or Descending order Depending on which option you choose the Save to and Save as type will be available The following file types are currently available in AccuMail frameworks frameworks Database FWDB Comma Separated Values TXT Fixed Field Text TXT Access Database MDE FoxPro Table DBF 2014 Datatech SmartSoft Inc 49 DATABASE LIST The Database List task shows you the databases you have opened and allows you to edit the list of avaiable databases Database List Card Views Database Location Date Modified 8 ca_test_list fwdb c documents an 12 14 10 16 14 21 Set Default Help 9 Grid View Card View On this task you can Import a new database Export an existing database Edit Database List Options Help Shows the help topic for this task Grid View Allows you to open the database in Grid View or Card View If you choose Card View the bo
55. from the following choices C Text File C Foxpro File C dBase File C Excel File Access Database File None of these You will need to use the application the file came from and save as or export in one of the listed formats IMPORT A DELIMITED FILE To import a new file click on the gt Import button The Import screen appears This screen allows you to import a 0 Create a New Database new list or add records to an existing list Append Data to the Current Database Select the correct option and click OK 26 The Import New Database screen appears Import New Database CAGA Computer Local Disk C ProgramData SmartSoft AMFW Samples CSV Sample gt Search CSV Sample ot Organize New folder LY Favorites Name Date modified Type HZ Desktop a Sample csv 6 18 2009 7 06PM CSV File Je Downloads El Recent Places Le files A Libraries Es Documents a Music Pictures BE Videos 2 Homegroup Computer amp Local Disk C a RECOVERY D File name X Database Files mdb bet cs z oon fe coma This screen allows you to browse your computer to find the file to import Browse to the correct file for this purpose we will select the Sample csv file in the Sample folder Double left click or click on the Open button and the following screen will appear Import Text Wizard Your data seems to be in a
56. h COA Conflicting Directions Gender Related There is more than one COA record for the match algorithm and the genders of the names on the COAs are different Therefore a single match result could not be determined This return code is only obtained when using individual matching logic Please Note If this return code is achieved no other matching attempts are permitted regardless of the PROCESSING mode Cannot Match COA Other Conflicting Instructions The input record was a potential match to two COA records The two records were compared and due to differences in the new addresses a match could not be made This return code may be returned regardless of the processing mode matching logic or COA type Please Note If this return code is achieved no other matching attempts are permitted regardless of the PROCESSING mode Cannot Match COA High rise Default The input record was a potential match to a family COA record from a High rise address ZIP 4 coded to the building default 09 This address match situation requires individual name matching logic to obtain a D match and individual names do not match Please Note This return code is only obtained when processing in the STANDARD mode using Family matching logic Cannot Match COA Rural Default The input record was a potential match to a family COA record from a Rural Route or Highway Contract Route address ZIP 4 i0 coded to the route default This address situation req
57. he fields to map them 32 SMART MAPPING When importing a Comma delimited CSV list that contains a field names header record AccuMail frameworks can automatically map database field types with known field names To do this on the import of the CSV list check the First row contains field names box in the Import Text Assistant The field names in the CSV header record will be checked to the Smart mapping list and those names found will be automatically mapped to the appropriate database names The Smart mapping list contains all field type database names used in mapping data such as FirstName LastName Import Text Assistant Import Text Wizard What delimiter separates your fields Select the appropriate delimiter and see how your text is affected in the preview below Other EN Choose the delimiter that separates your fields 2 Comma pst row contains field names Text Qualifier ole Last Ramer 3374 W 65TH SE Stewart 399 Y MARSHAL Elsentrout DZT 16TH 5 Hurn 2032 HONTER Dan Orman 1718 CAMPBE oe elner 3651 29TH 5 Allison Phillips 2037 H NTEC Doug Hunter 2410 OCOTIL ohn Russell 6808 18TH 5 Douglas Halm 2901 OSBORN Dan oncini 5107 215T 5 Lois Burgneler 2546 GLENRO Steven fsainter 42235 CHEERY Bruce Markowitz 3040 36TH S j gt Semicolon 5 Space ern David Laurie Kelly SAPS ES ee a lr Data Mapping window Map Database Fields Field Ma
58. help file TASKS The task section is divided into parts each representing specific functions There is a pin in the top right corner that allows you to display the task area or to compress it so the Database List area has more room on the screen To compress the task area click on the pin button To redisplay the task area click on the Tasks tab at the upper left of the screen or hold the mouse button on it to display the task windows and then click on the pin to display the list of tasks An explanation of the individual tasks is explained below DATABASE LIST Click on Database List to see a listing of recent databases used in AccuMail frameworks Database List Card Views Import Database Location Date Modified ca_test_list fwdb c documents an 12 14 10 16 14 21 Set Default Export Options Help Grid View Card View 2014 Datatech SmartSoft Inc 19 ADDRESS CORRECTION The Address Correction task contains two tabs Address Correction and Move Update The Address Correction tab includes the options for validating via local data or Web Services the Move Update tab will validate and NCOA the list ADDRESS CORRECTION This will validate the records in the active list without NCOA processing Address Correction MATE bailer Sandi Devlin Days Until Expiration 7 Processed by Sandi Devlin 4 Database Version 11 00 08 gt gt Run Options Stan
59. ion on the input and COA record 2 the input record contained secondary information and matched to a family record that does not contain secondary information In item 2 this address match situation requires individual name matching logic to obtain a COA match and individual names do not match Please Note If this return code is achieved no other matching attempts are permitted regardless of the PROCESSING mode Cannot Match COA Other Insufficient Name The input record was a potential match to a COA record that contains a full first name and full middle name The input middle initial name is missing or different from the middle name on the COA A match cannot be made because the first name on the COA was truncated drop n flag and the middle names must be equal in order to make this match This return code is only obtained when using individual matching logic Please Note When processing in the STANDARD mode and this return code is received utilizing Individual Logic discontinue the Individual logic sequence and go straight to FAMILY matching logic Cannot Match COA General Delivery The input record was a potential match to a COA record from a General Delivery address This address situation requires individual name matching logic to obtain a match and individual names do not match Please Note This return code is only obtained when processing in the STANDARD mode using Family matching logic Found COA New Address not ZIP 4 co
60. is where you setup Define Your Custom Key OUCH TOMER Matca Database File C ProgramData S mart ofA MFW S amp C key This screen will allow Table you to add an element to oon PEL the match remove an Key Segment List element from the match or add modify an existing element Modify Remove 58 4 Click on Add to beginning defining the new key First select the field to be used The following screen appears Define Key Segment Field First Field Data Vern C Use Partial Field Cancel Met Previo We Max Size Reverse Order Choose to use the entire field data by clicking on Use Entire Field or click on Use Partial Field If you click on Use Partial Field you need to define where in the field to start the match and then define the length of the field to use This key is using the field Address and starting at the first character position and using a total of 5 characters The button labeled Next allows you to scroll through your data to determine if the Start and Count values are correctly defined Click OK to accept the definition Repeat for as many fields as you want to use in the duplicate key When done defining the key click on OK and then click on the Test button to see if the results are what you expect Database addresses are irr This section allows you to select whether your list consists of addresses United States Canada from the United States or Canada
61. is window shows you the number of records that will be processed and how many credits you have available If you have purchased and unlimited tier it will read Unlimited in the credit remaining field Once you are ready to process your list click OK 70 The next window that appears shows your progress on the NCOA server NCOA Web Services User Name License Key PAF Name PAF ID Once your list is processed you will be able to view and print the reports showing you your results Web Services Results sample cazz Repart Close sample processings ummary sample processingL etails View Print These reports are also available when you click on button Once your list is processed you can then use our filter option to view the results of the Address Changes See the section on Filter for more help 2013 Datatech SmartSoft Inc 71 ADDRESS CORRECTION USING WEB SERVICES You can perform Address Correction via Web Services on your list if you have purchased the Web Service Module This Module will allow you to set up and process your database through our Web Service server When you first click on the Address Correction and have the Address Correction tab selected you will see the following screen Address Correchon E Select User Inia M io nll EE A edita ra oer Tey Mader Sand Devin Days Urt Espesor E 24 Databace Version 11 00 08 H gt Run Processed bye Sandi Devi O n Curent Setup Standandize St
62. ist Work directly on MDB database files This option allows you to work directly with Access database MDB files This option is by default off and should only be used if necessary If you are going to work directly on Access Files please backup your database before opening as any changes made to the database will be permanent Use Field Map labels for column headings This option will show the column labels by using the Field Map names as opposed to the header in the imported database Show Additional Fields Dialog during Import This will turn on or off the option to show the additional field dialog while importing your database 4 Print Design This screen determines the default font for Options reports 9 pt Calibri Postal Indicia Font 9 pt Calibri 46 SYSTEM USER INFO To view the User Info option in AccuMail frameworks simply click on the if icon on the toolbar or go to Tools User Info The System User Info screen is used to setup the information that appears on the CASS and Postage Statement reports You can choose from multiple entries by either Name or Company Click on the radio button to make your selection The buttons at the bottom of the screen do the following e New adds a new name to the System User Info user records by clicking on and ear Hosta entering the information in the Sandi Devlin Sandi Devlin Details box Datatech Smartsoft 5951 Encina Rd Ste 201 e Remove
63. ized Unit not verified Leftovers found ZIPMOVE match LACSLINK match Njojua sjwin R O N lt X lt lt C F1 O D O VJO Z Z T A E T T O T T O O W 3 gt 2013 Datatech SmartSoft Inc EXPANDED ADDRESS CODING EXAMPLES BY DEFINITION A Normal street match 123 State St Santa Barbara CA 93101 B PO BOX match PO Box 123 Santa Barbara CA 93102 C Route type match RR 1 Box 1 Goleta CA 93117 D Unique ZIP match XYZ Goleta CA 93199 NOTE Some entities are assigned an entire 5 digit ZIP Code These ZIPs are flagged as Unique in the postal database If a street match cannot be made but the city ZIP indicate a Unique ZIP match then this correction code will be used E Small town match 123 Main St Frenchboro ME 04635 NOTE If the location indicated by the city ZIP contains a single General Delivery record AND NOTHING ELSE then any input street may be assigned to the General Delivery ZIP 4 The input street is preserved F Alias match 1500 State Highway 154 Santa Barbara CA 93105 G Highrise alternate match 101 Plaza Del Caribe Ponce PR 00731 NOTE The Highrise Alternate style of addressing uses the unit number as the house number and the highrise name as the street name The postal database indicates highrises where this style is used and provides a means for determining the correct street and house number H Firm match Californian Hotel 35 State St Santa Barb
64. letes the selected form Help opens the help topic for this task DESIGNING A NEW FORM When the New button is clicked the following window appears Start with a blank form will display a clean form with no fields Start with your mapped name and address fields will make a form with address block fields already in it Start with all database fields will add all of the fields in the list to the form You are creating a new Card View You carr Start with a blank form Cancel gt start with your mapped name and address fields Start with all database fields Once you start to design the Card View there are several icons that assist you Frame Lesiiame 2014 Datatech SmartSoft Inc ZIP Zip4 ZIPIZipa 63 Add Data This will show a list of all of the fields in a list Click and drag the field onto the form and a definition screen displays for Normal Edit List Select or Check box to include or not Aa Add Text This enables you to add text that will always be the same in every record L Add a Frame This will allow you to type in literal text and enclose it in a box Add a Picture This will add a graphic bmp or jpeg file to the card view 1 Save Saves the current settings for the card view C Live Mode Toggles between design mode and using the card view at Toggle Ruler Displays or removes the rulers on the card view HHH Toggle Grid Tu
65. lick onthe 43 Select User Into button the following screen will appear CASS User Into Vice You will be able to click on the down arrow to select the Sandi Devi E Mailer and Preparer For more information on adding andi Devlin Mailer information see the System User Info Processed by sen Devin jE 66 SETUP ACCUMAIL FRAMEWORKS FOR NCOA PROCESSING To setup AccuMail frameworks for NCOA for the first time you will need to click on The following screen will appear t Up Your Move Update Account To setup your free introductory Move Update account simply follow the link below then complete the online account application We will then process you application and respond via email with your account information Account ication Once you receive your account information from us return to this dialog and dick the Setup button below So If you have not received your License Information click Account Application this will take you to our website to fill out a request form Once we receive your request we will send you an email with your License Information If you have received your License Information click the Setup Button The following screen will appear NCOA Account Setup Enter your User Name and license User Name keys here When complete click OK Web Service License Cancel Toolkit License Test FTP You will be taken back to the task information Your screen will now look like
66. list E gt Y Export Data Click on this to export data Opens Database Click to open an existing frameworks database Print This will print the current job BEBE Print Preview This will display a preview of the current print job Template This saves a new template name for a database itl 4 Ly EE OE KE Table Management This creates the fields for default mapping of a database Map Fields This maps database field names to fields in the list Filter This allows you to select a specific set of records in the database Batch Writes scripts to batch up jobs Add Record This is used to add a record to a list Delete Record This is used to delete a record from a list Options This is used to set the options for frameworks Canada User Info This sets the User Info Click on the plus sign to the right of the main headings in the options Br to show the options or click on the minus sign to close them 2014 Datatech SmartSoft Inc 17 lp 00 18 Maximizes the database pane this uses more of the available window for the database data Show task pane with database pane this shows the task list as well as the database data Show task details with database pane this shows information about the task as well as the database data Show all panes This is the default display of frameworks Restore to the last layout Restores the view to the last selected layout Help Opens the
67. modifications from postal and other sources STANDARD OUTPUT RETURNED Y All NCOALink required output returned to client N Post processes modified return information i e updates applied to list B Post processes modified return information however separate file containing all required output data was also returned MATCHING LOGIC APPLIED S Standard Business Individual and Family matches allowed Individual only B Business only C Individual and Business only R Individual and Family only DATA RETURNED C COA Data Returned including footnotes and processing statistics F Footnotes no COA data included may include processing statistics S Statistics only no COA data or footnotes provided 2013 Datatech SmartSoft Inc 99 CLASS OF MAIL Alphanumeric Class of mail to be used for mailings produced from customer mailing list A First Class only B Periodicals only C Standard Mail only D Package Services only E First Class amp Periodicals F First Class amp Standard Mail G First Class amp Package Services H Periodicals amp Standard Mail 100 Periodicals amp Package Services J Standard Mail amp Package Services K First Class Periodicals amp Standard Mail L First Class Periodicals amp Package Services M First Class Standard Mail amp Package Services N Periodicals Standard Mail amp Package Services O First
68. n Select folder where setup will install files Install AccuMaill frameworks ADI updater to EA ADatatech SmartSofttahMPyw DO Gold D ata InstallShield Cancel f Click Install to install AccuMail frameworks RDI updater InstallShield Wizard the RDI Data Ready to Install the Program The wizard is ready to begin installation Click Install to begin the installation i T IF you want to review or change any of your installation settings click Back Click Cancel to exit Click Finish the wizard g You are now ready to process your mailing list through AccuMail frameworks and incorporate RDI USAGE INSTRUCTIONS The RDI module for AccuMail frameworks is easy to use Once installed an Enable RDI checkbox will appear in the AccuMail frameworks Address Correction screen This option will allow you to turn RDI processing on or off Address Correction ee Case Conversion Streets All upper case Standardize streets Use Alias street name E ACS E Halt project if coding percentage is below minimum Minimum Coded i Last Coded 95 47 Processing gt Load from O Backup data before processing Perform ZIF Pre ordering Help Enable RDI If you have RDI installed you can turn this option on to have AccuMail frameworks start using the RDI data to validate the physical delivery point of processed addresses You will notice a field labeled RDI at the end of the Grid
69. nd replace the contents of the field 1001 with the contents of the Suite field The filter is set to All records 2014 Datatech SmartSoft Inc Batch NEW For each record in the set Modify the record C Delete the record Cancel Modify Target Field 1001 Simple Replacement April 24 2009 O Value i Replace the contents with The contents of Suite Add to List of Actions O Replacement Script List of Actions Replace the contents of Note with April 24 2009 Replace the contents of 1001 with the contents of Suite Remove Action Filter Selected All 43 ADD RECORD Click on the Add record icon E to add a new address to the open list The cursor will move to the bottom of the existing list Type in the new data being sure to add data in the correct field column You must have Enable Grid View Edit selected in the Database List in order to be able to modify the list DELETE RECORD X then click on the delete record icon A prompt will appear asking if you are sure If so say yes and the record is Click on the Delete record icon to remove a record from the open list Click on the correct records and removed 44 OPTIONS av To view the selected option in AccuMail frameworks simply click on the icon on the Toolbar or go to Tools Options This is used to set the options for using the program Click on the plus
70. nnot be used to determine a geographical area to search Coding would result in changing both ZIP and city This is illegal for PO BOX and route type addresses The best match would result in too many suspicious changes The street was identified as an alias but was out of the range restricted for that alias No street address was given There are no street name matches in the given ZIP Code or in any geographically related ZIP Code The best match was made to a ZIPMOVE record but was not an exact match A ZIPMOVE match was made but no exact match could be found in the new ZIP The street may contain superfluous components which cannot be discarded The Early Warning System indicates that an exact match will become available in the next database update There are multiple matches with the same degree of confidence This may indicate an inconsistency in the USPS data Incorrect suffix directional street name or unit resulted in multiple matches with the same degree of confidence Incorrect ZIP city or urbanization resulted in multiple matches with the same degree of confidence A corrected field was too long to fit into the supplied field PO The house number could not be matched 90 RESULT CODE DETAILED DESCRIPTIONS AND EXAMPLES 1 The address is coded but undeliverable i e on side of street known to contain no houses 1700 Thomas Ave Santa Barbara CA 93101 2 The ZIP Code was not found and the city and state cannot b
71. ocessing and reviewing of your data Connect Automatically connects to the NCOA ftp site 2013 Datatech SmartSoft Inc 65 Use Mixed case converts data to mixed case for CASS certified addresses gets a plus four assigned Use Alias street names use alias street names rather than the base street name preferred by the USPS Add Check Digit to Delivery Point combines the address check digit for mailing into the field you have mapped to Delpt Delivery Point The processing section has the following options Back up before processing makes a backup of your data before the processing Review Moved Addresses lets you see what addresses were changed during the NCOA process Remove Undeliverable Addresses Will delete addresses that were not assigned plus fours The Current Setup shows the current User Name and License Key of the Web Service Setup It also show the Processing Acknowledgement Form used The Account Statistics section show the s Current Setup Credits left and the Date the service was z AS User Name Your License Information will last used as well as the Expiration Date of the Add On Module For more information License Key about AccuMail frameworks Web Services Selected PAF appear here see the section Address Correction using NCOAUNK Account Statistics Credits Remaming LUinlimited Last Used Date 3 1 2012 Expiration Date 3 1 2013 ADDRESS CORRECTION USER INFO When you c
72. orial Videos FAQs a Knowledge Base and more 2014 Datatech SmartSoft Inc 4 SYSTEM REQUIREMENTS Operating System Windows XP Vista Windows 7 operating system with current available service packs installed Memory 1GB RAM 2GB or higher recommended Hard Disk 2GB of available hard disk space for typical installation Other DVD ROM drive Internet Access recommended Required for some Add ons Microsoft NET framework 3 5 or later installed Microsoft Visual C Runtime files 2014 Datatech SmartSoft Inc INSTALLATION INSTRUCTIONS Below are the steps needed to install AccuMail frameworks 1 Place the DVD in your DVD ROM drive 2 Goto Start Run and type D Setup exe where D is the drive letter of your DVD ROM drive If you have Windows 7 or Windows Vista please run this as an administrator 3 Ifyou don t have Microsoft Visual C Runtime files and Microsoft NET Frameworks 3 5 installed they will be installed automatically 4 The following screen will appear click Next iy AccuMail frameworks Setup Welcome to the AccuMail frameworks Setup Wizard The Setup Wizard allows you to change the way AccuMail frameworks features are installed on your computer or to remove it from your computer Click Next to continue or Cancel to exit the Setup Wizard 5 You will now be asked to accept the license agreement follow the on screen instructions to complete the installation SCREEN FEATURES The Accu
73. ough your database Hi First Record LA Last Record Vv Page Down A Page Up Go to a specific record Q Add a record Q Does a single address lookup on the selected record Delete a record i Show Al i Shows current filter allows you to select other filters associated with your list 2014 Datatech SmartSoft Inc Creates a new Card View DATABASE MANAGEMENT AccuMail frameworks is a powerful database management tool This section covers Database templates table management import and export of data mapping fields setting filters batch updating adding and deleting records layout organization options and system user information DATABASE TEMPLATE To create a new list template in the database view click on the icon At the prompt give a name to the template and click OK TABLE MANAGEMENT To manage your list structure click on the icon The table management widow displays the name of the table and lists the name and type of fields in the list You can add or delete a field or add a special field those fields that AccuMail frameworks needs for validating or presorting Table Management Sample feadb Import OK e OK Closes the Window saving your changes Fike Hame e Cancel Closes the Window not saving your H LES changes Last Company e Add Add a field I City e Delete Delete a field Phone Fax e Add Special Add a field that frameworks Note no DA LOT uses specifi
74. ped with the data in the STREET field If an apartment suite or building number is required to validate an address AccuMail frameworks will search the address fields to the right of the field where the data is located and combine with the data in the STREET field to complete validation When records are processed AccuMail frameworks will determine if the record is assigned a plus four or does not get a plus four assigned AccuMail frameworks outputs a specific error and warning code that can be used to determine what exactly took place during validation To see these codes you must have a field mapped to RESULT field For a complete listing of the codes and what they mean see Return Codes Address Correcteon Address Corecton E az cs Usa Larsa ASec lisik Mader Sand Dein Days Unk Espualorr G DES Processed by Sandi Devin 24 Database Versier 11 00 08 mA i Upi Curent Setup Gr Pesa Slandardos Streets User Hara Your License Information will E A rere Use Mied Case License Key appear here g ACS Use Akat Steet Name Accourk Shsbubes NOAA Add Check toD Font Je VEETEE 5 i rata Crete Rem 335056 bi Oc A Last Used Dale ARYA E t Backup Dele Procerira eee Setup Web Senaces Perform Z1P Prescedenng is Ure Succ aed web The Address Correction screen has several buttons that are used during the address correction process The buttons are defined below EJ Select User Info Allows
75. pped to Data last LastName company Company address Street city City st State zip ZIP Zip4 Phone Phone Delpt Crrt Rebstock South California Nurs 5526 SEPULVEDA B CULVER CITY CA 90230 26 C034 Field Types N Name A Address Z ZIP Postal Code M Mail Prep D Data Quality de Canadian GeoCode Subscriber LOTCode 0013 LOTDIR D Result Result 0 Corrections Corrections AL EffectiveDate EffectiveD ate MoveType MoveType COACode COACode CoaFound CoaFound TimeStamp TimeStamo Subscriber LOT Code LOTDIR Smart Fields Save for Smart Field Mapping Smart Field List Auto Mapping Enable Standard Smart 2014 Datatech SmartSoft Inc 33 Adding additional field names to the Smart Mapping list Additional csv field name matching can be added to the Smart mapping list If the csv header field has a name for a field that is not in the Smart Mapping list it can be added for future imports auto mapping To do this manually map the unknown field to a known field type from Map Database Fields Mapped to last Last ame compari Company Street City State ZIP Zip Phone Delpt Crrt Subscriber Subscriber LOT Code LOT Code LOTDIR LOTODIR Result Result Rebstock South California Nurs F526 SEPULVEDA E CULVER CITY CA 390230 26 Co34 0013 D 0 Field Types N Name A Address ZIP Postal Code H Mail Prep
76. r Dan Gorman 1718 E CAMPBELL AVE APT1 PHOENIX AZ 85016 5460 0114 c015 99 0 6 Mr Joe Weiner 3651 N 29TH ST PHOENIX AZ 85016 7006 0022 co11 51 0 7 Dr Allison Phillips 2837 E MONTECITO AVE PHOENIX AZ 85016 5835 0215 C043 37 0 Data base Window 8 Doug Hunter 2410 E OCOTILLO RD PHOENIX AZ 85016 1220 0158 C028 10 0 John Russell 6808 N 18TH ST PHOENIX AZ 85016 1061 0149 C032 08 0 10 Douglas Malm 2901 E OSBORN RD PHOENX AZ 85016 7036 0128 c01 01 0 11 Dan Concini 5107 N 21ST ST PHOENIX AZ 85016 3409 0019 C025 07 0 12 Lois Burgmeier 2546 E GLENROSA AVE PHOENIX AZ 85016 5610 0061 C049 46 0 2014 Datatech SmartSoft Inc 7 MENU The Menu Bar is separated into sections FILE MENU Click on the File menu and the drop down menu will display the available options New Creates a New empty Database Open Opens an Existing Database Close Closes currently Opened Database Open Saved Duplicates Opens Saved Duplicates Close Saved Duplicates Closes the Saved Duplicates Import Imports lists into frameworks Export Exports list to a Comma Delimited or a MDB File Backup Makes a backup copy of the current database Restore Restores a backup database Print Currently disabled Print Preview Currently disabled Print Setup Allows you to select setup your printer New Report Allows you to customize a report Open Report Allows you to select a specific report Report Setup Currently disabled Page Setup Currently disabled Mew Ctrl H
77. rameworks corrects the prefixes suffixes directionals and other abbreviations to standard US Postal Service spellings It also corrects the spelling of the street name itself but does not change the house or street number Click on Use Mixed Case to select mixed case as the output of your database If you would rather your list be all Upper Case do not select this option The address must be assigned a plus four to be CASS Certified Next you can select alias or base street names An alias name is an alternate name for a street It may bea name by which a street was formerly known a commonly used nickname for a street or one the community prefers to use The USPS designates one of the street names the base street name and calls all other names alias street names For example in a given ZIP Code 1st St may be an alias for Martin Luther King Jr Hwy In this case the street name has changed The USPS strongly encourages mailers to use the base street name Martin Luther King Jr Hwy because it is the new name However the alias 1st St is also allowed When you browse through the database AccuMail frameworks displays both the base and alias street names However when you run a task you need to select which one you want to use If you want to retain the alias if it is in the input file when you run a task click on the Use Alias Street Name check box If you want AccuMail frameworks to always use the base street name preferred b
78. rate a list of candidate locations for an attribute e Assign address attributes to a location reverse geocoding e Modify input and output properties associated with the geocode process PREPARING YOUR LIST FOR ACCUMAIL FRAMEWORKS GEOCODE There are a few fields that need to be added to your list in order to get the most from Geocode These fields are explained in the section GeoCode Fields To add these fields follow the steps below Open AccuMail frameworks and import a new list The necessary fields for GeoCode will automatically append to the list If you have an existing AccuMail frameworks list select the Table Management button to edit your fields The following screen will appear ON Table Management Names mdb Names Field List Name MriMs First Last Delete Title Company 1 Add Special Suite Street City State Zip Phone Fax Note LOT 1001 CRAT 4 Click on Add Special then choose GeoCode and click on Add Family 78 ASSIGNING LATITUDE amp LONGITUDE TO YOUR DATABASE Open your AccuMail frameworks list Click on the Address Correction task The following option will be available Address Correction 84 User Into Aun E Results I z dy Save ho gt Load from Help i Simply click on this box and the information will automatically be placed in your list Case Conversion Streets All upper case Standardize streets
79. rch de Downloads E Recent Places de files A Libraries Es Documents A Music i Pictures E Videos e Homegroup jE Computer E ity ISTZP LTURAS ULVER CITY ULVER CITY ULVER CITY ULVER CITY ORON ULVER CITY MERYVILLE ULVER CITY LENDALE FWFPTY HTTTS For example in this screen there needs to be a break between the State and ZIPcode 230 File name hd Save as type frameworks Database Files fwdb Hide Folders This screen will allow you to browse to the desired folder on your hard drive to save the file and to provide a file name Click the Save button when the path and file name is correct Y frameworks Tip AccuMail Frameworks can import the following formats CSV Fixed Width ArcList For DOS ds2 dBase dbf Access Mdb files 30 MAP FIELDS In order for AccuMail frameworks to recognize your data correctly you need to map your fields When you click on the oO Field Mapped to Field Types H Name last Last ame Rebstock a A Address company Company South California Nurs Street 5526 SEPULYEDA E Z ZIP Postal Code City CULVER CITY KA Mail Prep State CA D Data Quality iP eipd 90230 de Canadian Phone Phone E GecCod Delpt Delpt 26 iia Crrt Crrt C034 Subscriber Subscriber LOT Code LOT Code 0073 Unmap LOTIR LOTIR O Result Result O Unmap ll Corrections Corrections AL EffectiveDate EffectiweDl ate MoveType Movelype COACode COACo
80. rd H Semicolon ern David Laurie Kelly Dan ge Allison Doug ohn Douglas Dan Lois Steven bruce 2 First row contains field names END Last kaney Stewart A Elsentrout Hur Ormar elner Phillips Hunter Malm oncini Burgneler alnter Markowitz u ell 8 Comma 3374 Y 65TH JE 399 Y MARSHAL DBZ 2032 1718 3651 2037 410 6508 2301 5107 2546 4223 3040 H 25 A S Aa AA e What delimiter separates your fields Select the appropriate delimiter and see how your test is affected in the preview below Choose the delimiter that separates your fields 16TH 5S HONTER CAMPBE 29TH S HONTEC OCOTIL 18TH 5 OSBORN 215T GLEHNEO CHEERY 36TH S Select the delimiter character and preview the separating of the data into columns Click the check box labeled First row contains field names if your list has a header record that contains the field names for your data When the correct delimiter is selected click on the Finish button The following screen appears which will allow you to save the file in the AccuMail frameworks fwdb format This screen will allow you to browse to the desired folder on your hard drive to save the file and to provide a file name In this case the path the file will be saved to is C Program Files Datatech SmartSoft AMFW Sample Lists and the file name is samples fwdb Click the Save button when the path
81. re Defined Filters selected Filter Uncoded Records Add to Saved US Addresses eats Canadian Addresses e Add to Saved Will save the Moved Addresses re Foreign Moves highlighted Pre defined Filter Moved No Address Box Closed No Forward Daily Deletes Undeltverable Deliverable Addresses Geo Coded Addresses Ren Code Failed into the Saved Filter Click on the New button to create a new custom filter Click the Select ONLY Records Where radio button to enter the criteria desired 2014 Datatech SmartSoft Inc 39 DO Select ONLY Records Where Value C Field Blank Mrs Add Condition Remove Add Special Ordering Field 1 Field 2 E Order by Mrs And MMs Ascending Descending The Field name drop down menu lists all of the fields available in a specific list from which to choose the field to set for a specific condition You can also set the Boolean condition of AND or OR by clicking the appropriate radio button Is drop down menu sets the condition state e Equals e gt Greater than eo lt Less than e gt Greater than or equal to e lt Less than or equal to e Like Is similar e ls Equals e IsNot Does not equal You can set the order of the resulting list under the Ordering section Select the field to order the records by clicking on Order b and selecting the field name You can select a secondary sort by clicking AND to select a secondary fiel
82. redits Remaining Last Used Date Expiration D ate If you have received your License Information click the Setup Button The following screen will appear Enter your User Account Setup Name and license keys Hse Heme here When Web Service License complete click Toolkit License Test FTF OK 2013 Datatech SmartSoft Inc 75 You will be taken back to the task information Uses Mader Sond Devir Processed by Sandi Devin Opties Standadizes Streets Use Mixed Case Use Allee Street Harna F Add Check Digit to Delivery Point Processing F Backup Balore Processing V Petom 21P Pre cedering Enable RDI GeoLode 4 Use Accublad Web Your screen will now look like this Days Urdi Enpara 6 24 Database Version 1100 08 H Current Sebup User Mame Your License Information will License Key appear here Account Statishcs Credits Ramaning 58156 Last Used Date 4262012 Espralion Dae 3312013 ADDRESS CORRECTION VIA WEB SERVICE RESULTS Once you are setup to process your database through NCOAUMK click on the button The following screen will appear User Name This window shows you the number of records that will be processed and how many credits you have available If you have purchased and unlimited tier it will read Unlimited in the credit remaining field Once you are ready to process your list click OK The next window that appears shows your progress
83. reets User Name Your License Information will F Use Med Case License Key appear here L Use Ales Street Marra Account Stabstics Add Check Digi bo Delivery Fint Credits Remaining 998055 PS Last Used Date 4 26 2012 Backup Belove Processing Esprabon Dae 3312013 l Setup Web Senicas all F Petom ZIP Pre cadesing Fras AD s Usa Aoa ad Web The Address Correction screen has several buttons that are used during the address correction process The buttons are defined below EJ Select User Info Allows you to select the Mailer and Preparer to be printed on the CASS 3553 Form Starts the validation process for the active database At the end of the process a statistics un screen appears You can choose to view the CASS Certificate which will allow you to print a PDF of the CASS Certificate Allows you to view the Results of your Address Correction Allows you to import your Address Change Service ACS file from the United States Postal Service into your database 5 Opens the help documentation wl Mp y Ey a E AAA Opens the AccuMail frameworks Web Services Setup screen N N ADDRESS CORRECTION OPTIONS The options available in the Address Options 4 4 Correction window are separated into J Standardize Streets j zi l categories Use Mixed Case Use Alas Street Hame Click on the Standardize Streets check Add Check Digit to Delivery Point box to standardize street addresses AccuMail f
84. ress missing secondary number Input address primary number missing Input address primary number invalid Input address missing PO RR or HC Box number Input address matched to Commercial Mail Receiving Agency CMRA Input address matched to CMRA but secondary number not present For more information on any Datatech SmartSoft product please call us at 888 227 7221 Datatech SmartSoft Inc 29229 Canwood St Suite 110 Agoura CA 91301 1503 888 227 7221 Fax 818 707 9333 Web Contact Form http www smartsoftusa com contact Email sales smartsoftusa com Technical Support Toll Free 800 578 8324 Email support smartsoftusa com 98 NCOA PROCESSING SUMMARY REPORT RETURN CODES PRE PROCESSES PERFORMED N None Y Yes but with no data modifications D Yes data modifications from sources other than postal data P Yes data modifications from postal data only ie ZIP 4 DPV B Yes data modifications from postal and other sources CONCURRENT PROCESSES PERFORMED N None Y Yes but with no data modifications D Yes data modifications from sources other than postal data P Yes data modifications from postal data only i e ZIP 4 DPV B Yes data modifications from postal and other sources POST PROCESSES PERFORMED N None Y Yes but with no data modifications D Yes data modifications from sources other than postal data P Yes data modifications from postal data only LACSLink B Yes data
85. ric fields Zip Code Order You can also select the name of the exported file Lastly you can select the order of the exported file whether it is Current Order Presort Order or Zip Code Order When Presort Order is selected you can choose to Trim leading zeroes on numeric fields When you are finished click Save RUNNING YOUR BATCH JOB USING FWCMD To run your batch job first open a command prompt window and navigate to the folder where frameworks is installed Enter fwcmd lt Command Script gt where Command Script is the name you gave your Command Line Action Script in the previous step The frameworks command line processor will execute the tasks that were set up and display any status or error messages in the command prompt window Note Script files are stored in a special folder maintained by frameworks usually Program Data Smartsoft AMFW fwcmd Output files for each of your tasks like reports etc will be copied to a sub folder of the script folder with the same name as your job script i e Program Data Smartsoft AMFW fwemd MyScript 2013 Datatech SmartSoft Inc 89 APPENDIX RESULT CODES These are codes that explain why your address could not be certified These codes will be in the in the field Result The address has been successfully coded 1 The address is coded but undeliverable i e on side of street known to contain no houses The ZIP Code was not found and the city and state ca
86. rns caused by highway construction new developments and so forth may require occasional boundary revisions In addition census tracts occasionally are split due to population growth or combined as a result of substantial population decline Census tracts are identified by a four digit basic number and may have a two digit numeric suffix for example 6059 02 The decimal point separating the four digit basic tract number from the two digit suffix is shown in the printed reports and on census maps In computer readable files the decimal point is implied Many census tracts do not have a suffix in such cases the suffix field is either left blank or is zero filled Leading zeros ina census tract number for example 002502 are shown only in computer readable files Census tract suffixes may range from 01 to 98 For the 1990 census the 99 suffix was reserved for census tracts block numbering areas BNAs that contained only crews of vessels population for Census 2000 the crews of vessels population is included with the related census tract Census tract numbers range from 1 to 9999 and are unique within a county or statistically equivalent entity The U S Census Bureau reserves the basic census tract numbers 9400 to 9499 for census tracts delineated within or to encompass American Indian reservations and off reservation trust lands that exist in multiple states or counties see TRIBAL CENSUS TRACTS below The number 0000 in computer readable file
87. rns the grid markings off or on a an Toggle Snap to Grid Turns on or off the snap to grid feature l e e Align Left Sets the same left starting position for the grouped fields y Align Right Sets the same right ending position for the grouped fields E Align Top Sets the same top of field position for the grouped fields lol Align Bottom Sets the same bottom of field postion for the grouped fields Space Across Sets even spacing between fields on the same row Space Down Sets even vertical spacing between grouped records KW Align Length Makes the length of the display field the same for the grouped records Assign Order This will assign a sequential number to each field that is in the card view This is a 000 E toggle so pressing it will assign the numbers and then pressing again will remove the numbers After the completion of the card view click on Save to save your changes To go back to the spreadsheet view of your data go to the Database List task and click the radio button for Grid View 64 ADDITIONAL MODULES There are additional modules available for AccuMail frameworks ADDRESS CORRECTION WITH MOVE UPDATE You can perform Address Correction with Move Update on your list if you have purchased the NCOA Module This Module will allow you to set up and process your database through our NCOA server To NCOA your list select the Address Correction task and select the Move
88. s identifies a census tract delineated to provide complete coverage of water area in territorial seas and the Great Lakes Census Block A census block is the smallest geographic unit used by the United States Census Bureau for tabulation of 100 percent data data collected from all houses rather than a sample of houses Several blocks make up block groups which again make up census tracts There are on average about 39 blocks per block group but there are variations Blocks typically have a four digit number where the first number indicates which block group the block is in for example Block 3019 would be in block group 3 The number of blocks in the United States including Puerto Rico is about 8 200 000 Blocks are typically bounded by streets roads or creeks In cities a census block may correspond to a city block but in rural areas where roads are fewer blocks may be limited by other features The population of a census block varies greatly there are about 2 700 000 blocks with a population of 0 while a block with an apartment complex may have several hundred inhabitants Census blocks covering the entire country were introduced with the 1990 census Prior to this back to the 1940 census only select areas were divided into blocks 2013 Datatech SmartSoft Inc 81 GeoResult This field will be blank unless the address could not be matched in the GeoCode Database then the following will be the results will be applicable
89. s the System User Information screen Single Address Lookup Opens the Single Address Lookup window this allows you to enter an address to see if it is a valid mailing address Remove Database Deletes the current database or a selected one Command Line Setup Available with the Command Line Addon This option will open the Command Line Setup window Save Job Script Available with the Command Line Addon This option will allow you to save the open task as a job script OPTIONS Click on Options and additional choices will appear There are four tabs General File Locations Database and Print Design TOOLS OPTIONS MENU Click on the tab in the Options window to show the following options 1 General This sets up what happens when you launch AccuMail frameworks Check a box to select an option The options set whether the opening splash screen plays show login prompt at start up shows the last selected task that was run opens multiple windows for different tasks 2014 Datatech SmartSoft Inc Genera Show splash screen at start up E Show login dialog at start up Set view to last selected task E Maintain separate window layouts per task type 11 2 File Locations This sets the default paths for saving folders and for the number of backups retained Maximum Backup Generations Project Files C ProgramData SmartSoft AMFW Projects Database Template Files C ProgramData SmartSoft AM
90. sign to the right of the main headings in the options to show the options or click on the minus sign to close them Click on the tab in the options window to show the options 1 General Settings This sets up what happens when you launch Mica AccuMail frameworks Check the AP box to select the option The options Set view to last selected task set whether the opening splash E Maintain separate window layouts per task type screen plays show login prompt at start up shows the last selected task that was run opens multiple windows for different tasks fi App Options 2 Files Settings This sets the default Database Backup Files paths for saving folders and for the C ProgramData SmartSoft AMEW Backups number of backups retained Maximum Backup Generations C ProgramData SmartSoft AMFW Projects Database Template Files C ProgramData SmartSoft AMFW Templates Mailing Job Package Archives C ProgramData SmartSoft AMPWMlgArchive l 2014 Datatech SmartSoft Inc 45 3 Database List View Settings The options for this screen are Reopen the last opened database Fo ptions This option will make V Reopen the last opened database automatically open the last Conan database recon deberes database used when frameworks 52 Work directly on MDB database files opens Confirm database record deletions This option will prompt you to accept record deletion when deleting them in a l
91. t The record is a ZIP 4 street level match Please Note This return E code is derived from individual and business matching logic only If this return code is achieved no other matching attempts are permitted regardless of the PROCESSING mode For more information on any Datatech SmartSoft product please call us at 888 227 7221 Datatech SmartSoft Inc 29229 Canwood St Suite 110 Agoura CA 91301 1503 888 227 7221 Fax 818 707 9333 Web Contact Form http www smartsoftusa com contact Email sales smartsoftusa com Technical Support Toll Free 800 578 8324 Email support smartsoftusa com 2013 Datatech SmartSoft Inc 105
92. t the Single Address Lookup from the List View Menu Bar you F Auto Save have two additional options W Auto Lookup To automatically save your work upon closing the screen click Auto Save To automatically lookup the record when entering the Single Address Lookup screen select Auto Lookup 14 SINGLE ADDRESS LOOKUP BROWSE WINDOW When selecting the Browse feature in the Single Address Lookup window you will see the following screen Browse Best Streets ZIP Codes Cities City Streets Street City ST ZIP AISt AlPre AlSfx AlPst Canwood Agoura CA 91301 Primary Ranges Secondary Ranges OVE Zip4 Comp Unit low high prty crt zip4 cmpny Assign Primary Assign Secondary Close This screen will allow you to browse the USPS Data to select the proper address When you have an address entered into the Single Address Lookup screen you will see it under the Streets section Double Click on the street to fill in the Primary Ranges for that street Browse Best Streets ZIP Codes Cities City Streets Street i ST ZIP AlSt AlPre AlSfx AlPst Primary Ranges Secondary Ranges Low High O E CRAT Zip4 Unit low high prty cit zip4 27000 27098 EVEN C005 23ND 27001 27099 ODD coos 23ND 27100 27198 EVEN C005 23ND 27101 27199 ODD coos 23ND 27200 27299 BOTH C005 2310 27400 27499 BOTH C005 2462 28201 28299 ODD 2021 3241 28400 28498 EVEN C021 33ND Assign Primary Assign Secondary Close 2014 Datatech
93. this a Move Update i a i Duri Snan ul Select User nt j ipo TE Haly Sardi pir UserName Your License Information will Procersed by Sandi Devin License Key appear here Option Selected PA E Usa Akar Street Name A E F Add Check Digi to Delivery Port Credits Reman Uinnis Led Used Dale 317 2012 Stl Expaation Date 3 1 2013 Backup Before Processing F Review Moved Addresses Remove Undelverable Addresses 2013 Datatech SmartSoft Inc 67 2 3 68 The next thing you need to do will be to create your Processing Acknowledgement Form PAF To do this you will need to do the following 1 Click the Setup button The NCOA Setup screen will appear Las Used Dae 11 29 2010 Expiration Date 3 1 2011 Click on PAF Setup Click on Add New to begin the PAF Setup PAF Assistant Select a FAF from the list below DK Cancel Add Hew Modify Remove Print Note New and modified Process Acknowledgment Forms must be printed out signed and recieved by Datatech SmartSoft before processing is enabled for that PAF The NCOA Processing Acknowledgement Form Assistant will display 1 This assistant will walk you through creating your PAF Each screen has an instruction window This window will tell you information about the section of the PAF you are filling out 2 Once you are finished with the assistant you
94. tion allows you to select certain folders and only view the databases from those folders ae Add new folder Databases from selected folders x Delete folder Move folder up Move folder down To enable this option do the following 52 1 Place a check in this box Databases from selected folders qa 2 Click onthe button to add a folder 3 Click on the button to browse for the folder to add to the list 4 Once you select the folder this section now looks like 5 Repeat steps 2 thru 4 to add additional folders SELECTED DATABASES This option allows you to view certain databases ae Add new file Peers Selected databases PE Delete file Move file up Move file down To enable this option do the following 1 Place a check in this box Selected databases Selected Databases qa 2 Click onthe button to add a database 3 Click on the button to browse for the database to add to the list 4 Once you select the database this section now looks like 5 Repeat steps 2 thru 4 to add additional databases 2013 Datatech SmartSoft Inc 53 ADDRESS CORRECTION During validation AccuMail frameworks will look at up to 10 Address fields for data beginning in the STREET field and will continue checking STREET2 and SUITE APT until it finds a valid address match When AccuMail frameworks finds a match in any of the aforementioned fields the validated address is swap
95. treet It may bea name by which a street was formerly known a commonly used nickname for a street or one the community prefers to use The USPS designates one of the street names the base street name and calls all other names alias street names For example in a given ZIP Code 1st St may be an alias for Martin Luther King Jr Hwy In this case the street name has changed The USPS strongly encourages mailers to use the base street name Martin Luther King Jr Hwy because it is the new name However the alias 1st St is also allowed When you browse through the database AccuMail frameworks displays both the base and alias street names However when you run a task you need to select which one you want to use If you want to retain the alias if it is in the input file when you run a task click on the Use Alias Street Name check box If you want AccuMail frameworks to always use the base street name preferred by the USPS leave this option unchecked Select Add Check Digit to Delivery Point to Processing combine the address check digit for Backup Before Processing mailing into the field you have mapped to Perform ZIP Pre ordering Delpt Delivery Point Enable ADI You can also select to create a backup of Geolode your database before processing your list F Use AccuMail Web Also you can select to Perform ZIP Pre Ordering This option will allow your list to be put in ZIP Code order prior to processing This
96. ts selected fields to the default fields see list below Help Opens help for this topic J Postal Code E Mail Prep X Crrt X Subscriber X LOTCode The selected field types will be added to your database when you press OK Note Many field types are necessary This screen will allow you to select additional fields to add to your database These fields are required for other processes you will do to your list Here is a list of the available and which processes they are required for Name FirstName First Name LastName Last Name Company Company FullName Full Name MiddleName Middle Name Address Suite Suite Street Street Street2 Street 2 City City State State Province Province frameworks Canada Phone Phone Number Street3 Street 3 Street4 Street 4 Street5 Street 5 Street6 Street 6 Street Street 7 Street8 Street 8 36 Street9 Street10 ZIP Postal Code Mail Prep ZIP ZIP ZIP4 ZIP4 Delpt Postal Code Crrt Subscriber LOTCode LOTDIR LOTKey ACSKeyLine PS_SEQNO PS_SACK PS_PACK PS PIECE PS _ENDR WSSCode Residential Data Quality 2014 Datatech SmartSoft Inc Result Corrections Urb CountyName CongressNum DeliverCode EffectiveDate MoveType LACS HouseNum PreDirectional StreetName PostDirectional Suffix SUD UnitNum LeftOvers PMB DupeKey COACode Street 9 Street 10 5 digit ZIP Code 5 digit ZIP Code with plus four plus four D
97. uececseueceseuueecsauecessauecesaaesecssuscesseecessaseeseaecesseneeessansessaaees 83 RDU InstallationAStUCIONS serenidad anula 83 Bla a ssn nssaccaetosse A A E E O ness ante wal O NA 85 AceuMail framework Command Lisa ed 86 JOSE did 86 Command Line ACTION Ser pts ita adi 87 Running Your Baten Job Using FW EMD scada 89 APPEAR 90 RE UIT COGS it ld 90 Result Code Detailed Descriptions and ExamMplesS oocccccccccnnccocnnnnnoconononcnnnnononnnnnnononnnnnnnnnnnnnnnannnonnnnanonanenos 91 Correction COS dis 93 Expanded Address Coding Examples by definition ococooocccnncononcnnnnnnanononnnnnnonnnonnnncnnnonnnnnnnnnnnanononnnnnoos 94 DPV COGES ANG FOOTNOTE CETINITIONS src incas cnn ARA EA AR Aids 97 NCOA Processing Summary Report Return Codes cccocccconccionnccnnncnnnncnnnncnnnn cana nc nana conan cnn canon aran n aran na ran ca ronca 99 NCOA UA RUC a dd e a O 101 2014 Datatech SmartSoft Inc INTRODUCTION AccuMail frameworks provides you with powerful industry leading address hygiene software CASS Certified for accuracy by the United States Postal Service AccuMail frameworks not only cleans the address data in your system to meet the very latest Postal Service standards it automatically takes you through the four steps to achieving Total Address Quality Standardize Carrier Route LOT RDI and more Enhance NCOALink processing Correct parse and standardize your address data by comparing it to the
98. uires individual name matching logic to obtain a match and individual names do not match Please Note This return code is only obtained when processing in the STANDARD mode using Family matching logic Cannot Match COA Individual Match Insufficient COA Name for Match There is a COA record with the same surname and address but there is insufficient first middle name information on the COA record to produce a match using 11 individual matching logic This return code is only obtained when using individual D matching logic Please Note When processing in the STANDARD mode and this return code is received utilizing Individual Logic discontinue the Individual logic sequence and go straight to the FAMILY matching logic Cannot Match COA Middle Name Test Failed The input record was a potential match to a COA record A match cannot be made because the input name contains 5 a conflict with the middle name or initials on the COA record This return code is only obtained when using individual matching logic Please Note If this return code is achieved no other matching attempts are permitted regardless of the PROCESSING mode Cannot Match COA Gender Test Failed The input record was a potential match to a COA record A match cannot be made because the gender of the name on the input record conflicts with the gender of the name on the COA record This return 13 code is only obtained when using individual matching logic Please Note
99. uplicate detection Remove Dupes Permanently deletes marked records To view the duplicate records one at a time click on Record View to see each duplicate by itself This screen will appear Individual Duplicate Sets Record View 20 Active Sets Field Name Primary Record Duplicate Records in Set Dupet Set Mark Urimark Primary MarkUnmark Dupe Here you can move information from one duplicate to another and mark or unmark the duplicate for deletion Primary is the record in the column headed Primary record and is the record that will be retained Duplicate is the record in the column headed Duplicate You can move data from primary record to duplicate by clicking on Primary to Dupe or from the duplicate record to the primary record by clicking on Dupe to Primary You can also mark or unmark the primary record by clicking on the Mark Unmark Primary button or mark or unmark the duplicate record by clicking on the Mark Unmark Dupe button Click on Close when you are done examining the records 2013 Datatech SmartSoft Inc 61 Click on the Remove Dupes button to delete the records from the mailing list 62 CARD VIEW DESIGNER The Card View designer allows you to add data to a form New allows you to make a new card view form Design allows you to add fields to the card view form Set Default sets what form will be the default view Open allows you to browse to a particular form to select it Remove de
100. ure does not currently indicate if the alias has a restricted range and it shows the entire base street including those ranges which are legal for the alias 6 No street address was given This occurs if the input street is blank AND a match cannot be made by swapping the firm or alternate street fields with the street field 7 There are no street name matches in the given ZIP Code or in any geographically related ZIP Code 123 Invalid Street Santa Barbara CA 93101 8 The street may contain superfluous components which cannot be discarded with confidence 123 Anacapa St Unrecognized Extra Stuff Santa Barbara CA 93101 2013 Datatech SmartSoft Inc 91 10 11 12 13 14 15 92 The house number could not be matched 12345 Anacapa St Santa Barbara CA 93101 The best match was made to a ZIPMOVE record but was not an exact match 2 Middle Ave Cumberland Foreside ME 04110 A ZIPMOVE match was made but no exact match could be found in the new ZIP 620 River Dell Rd Breezewood PA 15533 The Early Warning System indicates that an exact match will become available in the next database update There are multiple matches with the same degree of confidence This may indicate an inconsistency in the USPS data RR 3 Box 21 Alvin TX 77511 NOTE this is often caused by overlapping ranges which have different ZIP 4s Incorrect suffix directional street name or unit resulted in multiple matches with the same degre
101. very latest USPS data adding ZIP 4 information and highlighting possible costly duplicates Update DPV LACSLink Validate With built in DPV and LACSLink you can be sure each p address is a deliverable location conforming to the latest USPS addressing standards Standardize The 4 Steps to Total Address Quality Update The optional AccuMail Move module utilizes the latest NCOA data from the Postal Service to update the addresses of any movers in your database Enhance AccuMail brings added value to your database by providing additional data such as Carrier Route information Line of Travel Congressional Districts County Codes and more Enhance your data further with add ons such as our RDI Module which distinguishes between residential business addresses or AccuMail Geocode which assigns geographic data such as latitude longitude coordinates to the addresses in your database gt ks Submitted Carrier Route Info Address E County Lode Mr Anthony AN Congressional Districts 30101 Agora Suite 118 Delivery Pomi agora hils CA 27587 LOT Code LACS and more AccuMall Validates and Enriches Your Data This User s Guide will provide you with complete instructions on using all of the great features of AccuMail frameworks but if you have additional questions please contact us at support smartsoftusa com or visit the Support section of our website at www smartsoftusa com where you can access Product Tut
102. will be asked to Electronically sign your PAF the following screen will appear On this screen you will choose to Sign Now as the List Owner or to Print Interim Copy to send to the List Owner to sign the PAF If you select to print the PAF it will open in an Adobe PDF viewer Once you are ready to sign the PAF select Sign Now 2013 Datatech SmartSoft Inc NCOA Processing Acknowledgment Form Wizard E Enter information pertaining to the List Owner The List Owner is The Person Company for whom processing will be done Usually the owner of the mail created from this list The beneficiary of the NCOA Link processing Complete PAF Almost done Before your PAF is complete it must be signed by the responsible parties If you are the list owner you may sign the PAF digitally now and it will be saved and ready for use To sign the PAF now as the List Owner dick Sign Now If you are the Broker or List Administrator you must have a copy of this PAF signed by the List Owner in your possesion before digitally signing and saving the PAF To print out an interim copy of the PAF needed for the list owner s signature dick When you Broker or List Administrator have obtained the signature of the List Owner use the Modify button on the PAF Setup dialog to bring up the PAF Wizard proceed to the last page dick Finish and then select Sign Now from this dialog 69 3 The Signatur
103. x O Card View on the right will allow you to select the specific Card View to open The center portion of this Task shows the database that is currently open The left portion shows any available Card Views for a specific list This allows you to open them n Set leia immediately Y frameworks Tip To change the order of the lists viewed simply click on the field name at top for example to put the list in alphabetical order by list name click on Database 2014 Datatech SmartSoft Inc 50 DATABASE LIST OPTIONS On this screen you can change the way the database are viewed on the Database List Task There are three options 1 Recently used databases This option will MERA Options show all the databases that have been recently used in the order they were used 2 Databases from selected folders This option will only show the databases in a selected folder or folders 3 Selected databases This option will only oo show the databases you have listed in the box below iam F Selected databases A frameworks Tip You can have one option selected or any combination to show different databases to choose from RECENTLY USED DATABASES This option shows all databases you recently opened It will list them in order of last opened To enable it place a check mark in the box below 5 L Recently used databases 2013 Datatech SmartSoft Inc DATABASES FROM SELECTED FOLDERS This op
104. y the USPS leave this option unchecked Select Add Check Digit to Delivery Point to combine p the address check digit for mailing into the field Mocessirig F Backup Before Processing you have mapped to Delpt Delivery Point z Perform ZIP Pre ordering Enable ALI You can also select to create a backup of your database before processing your list GeoCode Use AccuMail Web Also you can select to Perform ZIP Pre Ordering This option will allow your list to be put in ZIP Code order prior to processing This option can increase the speed of your CASS Certifying process There is an additional module called RDI available for purchase that will indicate whether an address is a residential or a business address This may help reduce costs for parcel mailings We also have an additional module for adding Latitude and Longitude called GeoCode When you have purchased this option you can enable this option The option Use AccuMail Web becomes selectable when you have purchased the Accumail frameworks Web Services This will allow you to use our Web Services Server for CASS Certification as opposed to your local data 2013 Datatech SmartSoft Inc 73 User Here you can see the associated Mailer and Mailer Sandi Devlin Processor for this list Prosested by Sandi Devlin This section shows the days left before the Address ae da correction database on your local drive expires It 74 Database Version 10 00
105. you to select the Mailer and Preparer to be printed on the CASS 3553 Form Starts the validation process for the active database At the end of the process a statistics gt Fun screen appears You can choose to view the CASS Certificate which will allow you to print a PDF of the CASS Certificate I Rests Allows you to view the Results of your Address Correction Allows you to import your Address Change Service ACS file from the United States Postal Service into your database ACS Help Opens the help documentation ee TEE Opens the AccuMail frameworks Web Services Setup screen ADDRESS CORRECTION OPTIONS Ui 4 The options available in the Address Options Correction window are separated into Standardize Streets categories Use Mined Case Click on the Standardize Streets check box to standardize street Add Check Digit to Delivery Point addresses AccuMail frameworks corrects the prefixes suffixes directionals and Use Alias Street Name other abbreviations to standard US Postal Service spellings It also corrects the spelling of the street name itself but does not change the house or street number Click on Use Mixed Case to select mixed case as the output of your database If you would rather your list be all Upper Case do not select this option The address must be assigned a plus four to be CASS Certified Next you can select alias or base street names An alias name is an alternate name for a s

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