RemoteOne / ReportOne User Manual
Contents
1. adven Tent vet Tee Choose SMS Text Choose Advert 7 8 23 2012 Account Selection Inland 9 Cost accounti Brief Total postage 0 00 Standard Item count O Piece Counter 91 Remaining Postage 2849 10 Shortcuts Sasin a Grofbrief Okg 20g Okg 50g Okg 500g Additional Shortcuts Start Label Feeder ER 0 55 ER 0 30 ER a E a SSS adven lee tiver tes Choose SMS Text Choose Advert 7 8 23 2012 Account Selection 9 Cost accounti Total postage 0 00 Item count O Piece Counter Remaining Postage Shortcuts Standard Kompakt Grofbrief Dkg 209 0kg 50g Ota a Additional Shortcuts Start Label Feeder E ED OO BA Ea ss Note If you want to edit shortcuts or create a new one see chapter Manage shortcuts SW Version 1 1 0 0 19 PostBase RemoteOne ReportOne Meter settings User Manual 5 3 Product setting Select services and set weight Select services Click on the field for selecting services to set a product Inland DS Bie Gro The software opens the Product Calculation Wizard On the left hand side of the window you see all selected characteristics Postage amount and set weight are displayed on the top right corner Product Calculation Wizard Please double click to select a service Inland Int Selected services Restart product calculation Select a service and click on the Next button The program adopts your selection offering further se2. FP If necessary click the Connect button in the main menu TIP The current user is displayed in the secondary menu of the The software window Depending on the user profile info on available postage credit is also displayed 2 6 Exit RemoteOne ReportOne If you want to exit the software click Exit Program on the main menu or the x button on the top right corner The connection to the mailing system is terminated and PostBase shows the Homescreen SW Version 1 1 0 0 9 PostBase RemoteOne ReportOne The user interface User Manual 3 The user interface You will first receive a short overview of your software s user interface In the following chapters the individual areas will be explained in detail NavigatorPlus Version 1 1 0 0 Ta Secondary Information teaser Working area Inland Brief Standard Piece Counter Remaining Postage Hide information teaser SW Version 1 1 0 0 10 PostBase RemoteOne ReportOne The user interface User Manual 3 1 The main menu FP From the main menu you get to the menus Process Mail Edit amp Customize Transactions Reports and PostBase Menu by clicking on the corresponding button You can also call the Setup MyFP Access and Help functions The selected menu will appear in the working area The Exit Program button closes the program
3. 13 10 Standby Time The PostBase mailing system will go to standby automatically if it is not used for a certain time To set this time click on Standby Time in the PostBase Menu Note When connected with PostBase RemoteOne ReportOne PostBase will neither turn itself off nor enter standby mode 13 11 Print Advert Only The software enables you to print all stored adverts separately Click on Print Advert Only in the PostBase Menu The software opens a new window Select the advert you want to print Print Advert Only PostBase with label dispenser wio feeder No advert selected Es T STE E Start label SW Version 1 1 0 0 63 PostBase RemoteOne ReportOne User Manual Start printing as described in chapter Metering Selected advert appears here You can quit with Cancel SW Version 1 1 0 0 PostBase Setup and special functions 64 PostBase RemoteOne ReportOne Troubleshooting User Manual 14 Troubleshooting Connect Start software Problem Area The software cannot establish a connection with PostBase Rectification Check if PostBase is running Check if PostBase displays the Homescreen see chapter Start exit the program The USB cable must be properly connected Problem Area PostBase has entered standby mode and is disconnected from RemoteOne ReportOne cannot to re establish the connection even though all cables are properly connected and PostBa
4. Search account Save transaction E la SW Version 1 1 0 0 54 PostBase RemoteOne ReportOne Transaction administration only ReportOne User Manual The Name Search pop up opens when you click on in the Enter manual bookings window You can methodically search for the desired account With OK you quit the search and assign the account You then return to the Manual booking window Show accounts in alphabetical order Show all accounts in numerical order er Jen Ju Jl a Jf no ww Joz Jos Change criterion Allocate chosen account to manual booking SW Version 1 1 0 0 55 PostBase RemoteOne ReportOne Transaction administration only ReportOne User Manual 11 5 Export transactions You may want to examine the transactions in other formats than given in the ReportOne reports You might also wish to perform calculations on them in a spreadsheet program To do this you can use the Transactions Export function It allows you to extract data out of the software s database and store it in a format CSV that can then be read by many other programs including most spreadsheet or database programs Click Export in the secondary menu ReportOne opens a CSV Export Wizard Define how the export file should be formatted and where it should be stored If you have to export data regularly e g weekly or monthly reports you can save the formats and properties of each type under a prof
5. As Administrator you can create users set individual access rights for the respective users of the mailing system view and change user profiles and delete users for detailed information refer to chapter Manage users 15 PostBase RemoteOne ReportOne Overview of the main menu functions User Manual 4 3 Transactions only ReportOne The Transactions menu gives you a full picture of all your mailing activity Transactions are used to generate reports Comprehensive search functions are provided For more detailed information see chapter Transaction administration 4 4 Reports only ReportOne ReportOne enables you to generate different types of reports e g account reports For more detailed information please refer to chapter Reports 4 5 PostBase mailing system The PostBase Menu enables you to make settings on the PostBase mailing system You can for example view or reset the piece counter You also find special functions like Print Advert Only in this menu For more detailed information see chapter PostBase Setup and special functions 4 6 Software Settings Define software settings e g for printing reports For more detailed information see Appendix SW Version 1 1 0 0 16 PostBase RemoteOne ReportOne Overview of the main menu functions User Manual 4 7 Connection to Francotyp Postalia The PC program sets up a connection to Francotyp P
6. Liej ter Postage Value Bestwishes Choose Advert Weight F E 2079 7 8 23 2012 Account Selection Inland Cost accounti Brief Total postage 0 00 Standard Item count 0 Piece Counter 91 Remaining Postage 2849 10 TIP If you click Manage you have the possibility to download adverts from the FP portal SW Version 1 1 0 0 26 PostBase RemoteOne ReportOne Meter settings User Manual Select the desired advertising The software adopts an advert closing the Adverts menu ver Test 3c aves Toe _ Bestwishes A Remove from selection Inland DX tre Standard Piece Counter 91 Remaining Postage 2849 10 SW Version 1 1 0 0 27 PostBase RemoteOne ReportOne Meter settings User Manual 5 7 Select account Cost account In the Process Mail menu the field for selecting accounts shows you the Ea trees abc name of the active account It also displays postage consumption and number of performed meter imprints Select this field to change the account The Cost accounts menu opens in the lower part of the working area It displays all available accounts tet Aver ps Bestwishes EP Weight 07 ko 2079 coeee 2 8 23 2012 Inland iki Standard Cost accountl Total postage 0 00 ltem count 0 Piece Counter 91 Remaining Postage 2849 10 Cost accounts With the Manage butt
7. SW Version 1 1 0 0 45 PostBase RemoteOne ReportOne Manage accounts User Manual 9 Manage accounts In the Edit and Customize menu you can manage accounts Edit amp Customize Note If user management is enabled the account administration functions are only available to the Administrator For information on how to change the user please read chapter Change PostBase user 9 1 Overview Select Accounts All accounts are displayed in the working area CT Manage Accounts Click to Edit Cost account1 Cost account2 Cost account3 Cost account4 Total postage 1 10 Total postage 0 00 Total postage 0 00 Total postage 0 00 kem count 2 ltem count O ltem count 0 ltem count 0 m FP In the secondary menu different functions are available Enable disable accounts Preview and print account list Des Reset all accounts Clear all accounts SW Version 1 1 0 0 46 PostBase RemoteOne ReportOne Manage accounts User Manual 9 2 Enable disable cost accounts Enable cost accounts Click the Enable button in the secondary menu Disable cost accounts Click the Disable button in the secondary menu TIE JE Every cost account will be cleared by this action 9 3 Show and print account list overview Print the account list with the printer connected to y
8. dl i E Click on the tab Printer settings Click on Select to set the default report printer Settings SE x Select default printer Select Always select printer printer E Bereit Snagit 10 Printer Advanced printing properties CNProgramDataNTechSmithiSnagit 10 PrinterPortFile Note If you tick the box Always show printer selection dialog the software asks you to select a printer whenever you print a report SW Version 1 1 0 0 70 PostBase RemoteOne ReportOne Appendix Software settings User Manual 15 5 Address Ade Click on the Address tab Enter your address 15 6 Database E Click on the Database tab In this tab you configure the database backup Furthermore you can repair optimize the database By running the Repair Database function damaged data will be removed from the database thus ensuring flawless operation Regularly optimizing the database ensures a continuous high performance of the entire system C Program Data FP Navigator ComP accdb Set backup Specify Automatic backup on every application startup time backup folder Automatic backup on every application shutdown Unlimited number of backup files ri Set number of Maximum number of backup files backup files Compact and repair database Repair damaged data SW Version 1 1 0 0 71
9. 3 2 The working area The active menu appears in the working area In order to make it easier for you to switch between software and PostBase the working area was designed on the basis of your mailing system s display The information teaser to the right of the working area provides you with up to date information on FP 3 3 The secondary menu FP The secondary menu provides additional functions for the active menu in the working area If user management is active the current user and where applicable the available postage credit are displayed on the left side 3 4 The status area FP SW Version 1 1 0 0 The status area provides inter alia information on the connected mailing system and on current processes 11 PostBase RemoteOne ReportOne The user interface User Manual 3 5 Buttons and other elements selection Buttons and input elements save Save an entry e g a new text message cancel Reject an entry clear delete According to context Remove from selection text advert Delete e g shortcut or text message Clear data e g reset piece counter or cost account to zero Note Depending on the selected color scheme button colors may vary Selection field Total postage 0 00 When you click on a selection field the software immediately adopts tem count O De your selection Example Co
10. Account Selection Inland Cost account Brief Total postage 0 00 ltem count O Piece Counter 91 Remaining Postage 2849 10 Label and Feeder Print labels in batch mode Start label printing Set number of labels Click the button that shows the set number Type in the desired target count via PC keyboard You can also enter figures using the arrow buttons Save your entry When you have set the desired number of labels click on Start label to start label printing Stant label SW Version 1 1 0 0 32 PostBase RemoteOne ReportOne Meter settings User Manual During operation the following window is shown Inland gt lt Brief Standard Piece Counter 91 Remaining Postage 2849 10 When the metering process is complete the Process Mail menu appears in the working area again The metering appears in the imprint list Tex Aver Postage Vela aan a ii O ks 20 5 Inland Cost accounti D lt Brief Total postage 1 10 Standard ltem count 2 Piece Counter 93 Remaining Postage 2848 00 Shortcuts Grofibrief blag Additional Shortcuts Start Label Feeder Recent Transactions Date amp Time Product Postage Weight Account 8 23 2012 3 24 PM Inland Brief Standard 0 55 Okg 209 Cost account1 Transaction 8 23 2012 3 22 PM Inland Brief Standard 0 55 Okg 20 g Cost account 1 appears in the impri
11. Notes Void Accounts Select the transactions you wish to void unvoid 2012 Inland Brief Standard 0 55 No 2 Cost acco E TE q RS tee or delete OR Soloed Ml Click Select All to select all transactions reports Click Void to exclude transactions from the Click Unvoid to include voided transactions again in the reports Click Delete to remove a transaction from the system permanently Click Clear to remove all transactions Note It is strongly recommended that you use voiding rather than deleting since you can later recover voided transactions by unvoiding SW Version 1 1 0 0 53 PostBase RemoteOne ReportOne Transaction administration only ReportOne User Manual 11 4 Manual booking For different reasons you might use PostBase to meter mail independently of ReportOne known as offline postage If you want to add these transactions to the ReportOne reports you can enter them in the Transaction Administration menu Furthermore there are mail items booked independently from the meterings e g general administration fees of post offices or special services such as inserting etc You can book these transactions manually as well To enter transactions manually proceed as follows Click Manual Booking in the secondary menu ReportOne opens a Manual booking Wizard Here you can enter the transaction details al Enter manual bookings Set allocation of accounts Enter a product
12. Y Baserate 4 TotalExtra Services F HandlingCharge Y TotalAccountCharge Select data to included 9 TotalPostage in the export file FP Weight 4 Account1 ER Ara ut A SW Version 1 1 0 0 57 PostBase RemoteOne ReportOne Reports only ReportOne User Manual 12 Reports only ReportOne ReportOne enables you to generate different types of reports 12 1 Types of reports Account Reports show you the details on the accounts you have set up in ReportOne The Account list shows you all the accounts you have set up together with any account charges you have set up for them Postal Reports show you on what postal products you postage costs have been spent over a given period The information is presented in both chart and tabular formats Note Manual transactions are excluded from the reports 12 2 Generating reports For most reports you will need to give additional criteria e g the timeframe the report should cover These details are entered in the Options area and may vary according to the report you select Details p All reports Account Summary Report a Es Account available This report lists the total postage spent by account A selection on date range and account numberis available Voided Transactions i 7 pap can be excluded from the report by checking the Only Unvoided option Manual transactions do not show up in this report Account Summary by Weight Repor
13. buttons to grant access to the marked to all accounts or the buttons to remove the marked all accounts from the list TIP You can drag and drop the accounts Proceed to the next step of the settings with gt hi SW Version 1 1 0 0 43 PostBase RemoteOne ReportOne Manage users Administrator only User Manual Set budgets and maximum values e A A O oO Enable disable limits a Define the budgets and maximum values for metering and set whether the user is allowed to download postage Proceed to the next step of the settings with 5 1 The software shows a summary of the user settings v q A rea User may perom PVD Number of accounts Change settings e 4 Save the settings The user settings wizard is closed SW Version 1 1 0 0 44 PostBase RemoteOne ReportOne Manage users Administrator only User Manual 8 3 Edit user Click on Users Click on the user you want to edit AYZ1234 The software opens the user settings wizard Follow the steps of the wizard The procedure is the same as when creating a new user see chapter Create new user 8 4 Delete user Click on Users Click on the x button next to the user you want to delete Confirm the security prompt Note The Administrator cannot be deleted If you want to deactivate user management completely deactivate access control see chapter Access control PIN In doing so all users will be deleted
14. input box to enter a weight via PC keyboard You can also set the weight by arrow buttons 0 5 Weight input g Weight input kg buttons Differential weighing 5 4 3 Using the internal scale in differential weighing mode The differential weighing feature helps you save time weighing and metering large amounts of similar mail pieces Mail pieces can easily be weighed by taking them from the letter stack on the weighing platform one at a time PostBase then calculates the difference in weight i e the individual weight of each letter automatically Note Please observe the postal regulations regarding the dimensions of the mail piece Click on the button with the Differential weighing symbol to activate or deactivate this feature SW Version 1 1 0 0 22 PostBase RemoteOne ReportOne Meter settings User Manual Differential weighing ON The software displays the mail piece s weight after removing it from the weighing platform Postage Value Place the letter stack on the weighing platform For now the previous weight and the previous postage value are still a displayed 0 kg 20 g Postage Value Take one mail piece from the stack 0 55 Weight The software displays weight and postage amount of this mail DT kg 155 piece Meter as described in chapter Metering Repeat this procedure with the other mail pieces When the weighing platform is em
15. synchronize 7 of 20 shoricuts defined 1kg 0 Esssasos 2 20 Create new shortcut TIP If you want to define a weight for your new shortcut set a weight in the Process Mail menu SW Version 1 1 0 0 36 PostBase RemoteOne ReportOne Manage shortcuts User Manual Click on Create new shortcut The software opens the Product Calculation Wizard For detailed information on product setting please refer to chapter Product setting Select services and set weight Product Calculation Wizard Please double click to select a service Select Save Memory to store the selection as shortcut The program suggests a name for the new shortcut You can enter a different name if you want Confirm you entry The new shortcut is now saved You can store up to 20 different shortcuts TIP You can also create a new shortcut opening the Product Selection Wizard directly in the Process Mail menu Simply click on the field for selecting services SW Version 1 1 0 0 37 PostBase RemoteOne ReportOne Manage shortcuts User Manual 7 2 Rename shortcuts Select Shortcuts Click on the shortcut you want to rename The software opens an input box for text Enter a new name Confirm you entry SW Version 1 1 0 0 38 PostBase RemoteOne ReportOne Manage shortcuts User Manual 7 3 Resort shortcuts Setting the order of the shortcuts on the list you determine which of them will be avail
16. tray to start the metering process Tet Postage Value Postage amount Y is displayed Ready for metering gt 8 23 2012 cido Cost accountl Total postage 0 00 ltem count O Piece Counter 91 Remaining Postage 2849 10 SW Version 1 1 0 0 30 PostBase RemoteOne ReportOne Meter settings User Manual 5 9 2 PostBase with Label dispenser Automatic Feeder The software shows a screen as shown below _Tex_ Aver Postage Value Best wishes ER Weight 0 kg 20 g Inland gt Cost account Brief Total postage 0 00 Standard Item count O Piece Counter 91 Remaining Postage 2849 10 Shortcuts There are the following possibilities for starting the metering process Place a mail piece on the hand feed tray or automatic feeder Start label printing from your PC using the Start Label Feeder button Start batch processing from your PC using the Start Label Feeder button Start label printing on the PostBase Start batch processing on the PostBase SW Version 1 1 0 0 31 PostBase RemoteOne ReportOne Meter settings User Manual Click on the Label Feeder button to start metering from your PC The following example shows a menu for PostBase with label dispenser and without feeder The Label and Feeder menu opens in the lower part of the working area Lies Lavet J Postage Value Bestwishes Weight O kg 2079 3 8 23 2012
17. ts 63 14 TrOUDIESNOOTINP ici 65 15 Appendix Software settings ssssssssssesessscssscsesesesesesesesesesesesescscecsesesesesesee 69 I5 E SEUNS O VE Wi 69 15 2 APPC ON a As 69 15 MN de 70 ISA a rl 70 A quis don E E AE 71 15 6 DARA ASC es tad abia 71 SW Version 1 1 0 0 4 PostBase RemoteOne ReportOne Introduction User Manual 1 Introduction About this User Manual This User Manual assumes that both PostBase and RemoteOne ReportOne have already been installed and are now operational Information on available product variants and country specific particularities can be found in the Addendum to the User Manual if available in your country Target group Users of this software should have basic knowledge of Windows They do not need special computer skills Topics The present manual provides a comprehensive overview of the software and describes how to perform daily routine tasks Management Names of buttons are given in square brackets TIP Tips for improving the operation or additional information appear in italics additional information Product logo In this manual the product names appear in their plain form e g ReportOne What is PostBase RemoteOne ReportOne PostBase RemoteOne ReportOne are user friendly PC applications enabling you to set up maintain and use your PostBase mailing system With you are able to perform your mailing system s basic functions directly on your compute
18. PostBase o Remoteone Reportone User Manual PostBase RemoteOne ReportOne Contents User Manual Contents 1 INTOdUCION ii 5 2 Start ext the probra aaa 7 2 1 Start and connect with PostBase automaltically oooccooocnnccnonnnononnnoncnnonarononanonenanonos 7 2 2 Connect RemoteOne ReportOne and PostBase manuallY ooooooncncncncncnnnnnnnnnnnnnnnnnons 8 23 DisconhectPostbase and OKIE ias laicas 8 2 4 Log out PostBase User isis 9 29 Change POStBase US oso Aa Rd ga Ru Ea 9 26 iExiprRemoteQne REDO OMe islotes 9 3 TNE USSR INTC ACC ra Ii 10 dd IVS male Mascaras ei SD alee mated tim E E nace eel etenten vaste mawedtueuanestaite 11 32 INE WORKING Al Ce patas rasa an tical Lc cp a beams 11 o Jnesecondary MENU ss sa lg DN A E 11 Ss THESUS area bras Pee AAN 11 3 5 Buttons and other elements selection ooccccoonccconcnnnonaccnonacinonarononacanonacnnonarinonarinonaso 12 4 Overview of the main menu functions ceecsccscsccsccscscceccsccsceccsccsceccnceees 14 A hentia tnied teeeteacamatancs due eate a E 14 Ao Management ss sad TSE a SAD N 15 43 Transactions only Reporte hutsiti iso anl andas sda dE Alas O N DER 16 AAS Reports only ReportONEe sd 16 ES POstBase Malle SY Stemi os 16 AG SOWIE SetUnes anida 16 4 7 Connection to Francotyp Postalia coooococoocnnncnonnnonacononacononacnnonaoncnnonononarononarononanoss 17 Ss Nela ld 17 5 UNICLE
19. RSOLUNES saint odds 18 Dek COVA nio 18 52 Proquetsettine NOU de E e en de 19 5 3 Product setting Select services and set Weight occcooccccnocnncnoconocononcnncononaronenacononaronenanos 20 Sa A oia aaa 22 5 4 1 Using the internal scale in normal mode occccocccccnccnnnnccnonanonnnnacononacnonaronenanonenanonos 22 A aaa a SR o a Ra 22 5 4 3 Using the internal scale in differential weighing mode s ie 22 So Selec text MESSICO atas A a E 24 5 6 Select SCV OM A O TE 26 A A E O es ee 28 A DES Tr PS 29 59 IMEI EA A SORA 30 5 9 1 PostBase without Label dispenser Automatic Feeder cccooonnccccncnnnnnnnanacinnanananons 30 5 9 2 PostBase with Label dispenser Automatic Feeder oocccccccnccnnnnncccncnnncnononananinonacanons 31 SW Version 1 1 0 0 2 PostBase RemoteOne ReportOne Contents User Manual 10 11 12 13 Manage toa a 34 CE O A 34 62 Editorgelete a LOM o es oa do 35 Manage SNOrtCUUS airis 36 PA Create NOW Shortcuts ao somas E lios 36 TZ Rename NE E e A A A 38 Vids RESOrtSHOrteUtS a A NE O ES 39 ZA Delcteshon cUl aana a alo e do 40 Manage users Administrator Only csccscsccsssccscecssccccsccccscescccsscccscesesceseece 41 Sal DU A e 5 aA aA 41 G2 Create NOM USE nn ea e A a a Dolo nad ada as 42 S o US a A A 45 SA A Soa PORE MEE lose do Cas do OEE AOE PEE MET AR ao as a lo aa 45 Manage ACCOUNIS nicas 46 GL A ee 46 92 Enable disable Cost accounts ica 47 9 3 Show
20. able at the PostBase mailing system Select Shortcuts Depending on the equipment of your mailing system either the first ten or all 20 shortcuts are transmitted to the PostBase The first three or four shortcuts in the list depending on the equipment of your mailing system are directly available in the PostBase s Homescreen These shortcuts are highlighted in blue Manage shortcuts Drag and Drop into the blue box to synchronize 7 of 20 shortcuts defined Blue highlighted shortcuts directly displayed in PostBase s Homescreen Bucher Einschreiben Inland Rueckschein Okg 20g Okg 20g 0 4 40 Click on the Move shortcut button next to the desired shortcut Hold down the mouse button SW Version 1 1 0 0 39 PostBase RemoteOne ReportOne Manage shortcuts User Manual Move the shortcut to its new position The other shortcut key will take the empty position Manage shortcuts Drag and Drop into the blue box to synchronize 7 of 20 shortcuts defined Create new shortcut 7 4 Delete shortcuts ER Select Shortcuts Shortcuts Select the x button to the right of the shortcut you want to delete ik SW Version 1 1 0 0 40 PostBase RemoteOne ReportOne Manage users Administrator only User Manual 8 Manage users Administrator only As Administrator you can create users set individual access rights for the respective users of the mailing system view and change the u
21. age Regarding the postal regulations predating is possible For further information see chapter Meter settings Differential weighing Weigh and meter larger volumes of similar mail pieces quickly and conveniently Metering Start the metering process directly from your PC 14 PostBase RemoteOne ReportOne Overview of the main menu functions User Manual 4 2 Management Edit amp Customize SW Version 1 1 0 0 Manage text messages You can enter texts via PC keyboard and store up to twelve different text messages You can access all stored texts from PostBase For further information see chapter Manage texts Manage shortcuts The software offers shortcuts which can store frequently used product settings You can set three or four shortcuts for PostBase The program itself even features 20 You can sort delete overwrite and rename shortcuts For further information see chapter Manage shortcuts Manage accounts The software shows you all existing accounts It provides information about the accounts themselves their postage consumption and number of meter imprints performed since the last reset You can manage the accounts on your PC or set them to zero For further information see chapter Manage accounts Manage adverts Download adverts from the FP Portal or create individual ones with the PostBase Advert Designer see chapter Manage adverts Manage users Administrator only
22. and print account list OVerview c oooncccnnccnnononcnonacinonacononacononacnnonanononarononaninonaso 47 94 Reset clear ala US o a SAD 47 95 Rename adacCCouNM iia nao 47 Manage adverts scans assa ines dass OT DRE Saba n Ae TAE nee UE aaa ousadia 48 Transaction administration only ReportOne ccccsccscsccsceccsceccscecssceccecececs 49 DER RS OMT TOW PE O a RR O NNE DAR RES RE USER A 49 112 Search ana VIEW EFANSACTIONS sas paia ANDI doo 50 TES Handie tanca HONS sxc san nss ass cap T A SR A a 52 TES o AnsaChO NS assis feet eee See CNA A ete eae A OA A tae de 52 11332 Void unvold ThANSACTIONS saia SiS csi 53 11 33 Delete clear transaction iii dia 53 11 4 Manual DON Bo di 54 PACS EXPORE Thali SACUIONS art 56 Reports only ReportOne sssesesssssossssssssssssssssossssssssososossssssososoessessssssososo 58 121 Types Oi ROD OES asa ca 58 12 2 Generating FEOS i 58 PostBase Setup and special functions sccscecsccscsceccccscsccccscsccccccscssescccscess 59 G EOV NVE W AA E OO ai II II D O 59 13 2 Access control Planos apra 60 E O 61 e Ol O A Eee ee Can Tne tne eee 61 1325 Auto Postage DOW MIO AG atenta at 61 13 6 Reset PIE Ce COUCE ia wanes circ dba Dia ai send a Ga beta 61 13 7 Manage CONNECHON asii 62 SW Version 1 1 0 0 3 PostBase RemoteOne ReportOne Contents User Manual o a dC ec RR RP 62 gS SAS AUTO Oia CRASE a a TD 63 ISO Stand py ME as seno ao net wade acia 63 FS Print AVE ONY
23. e to be printed Watch the PostBase display PostBase blanks out the areas where adverts texts are not allowed Accounts are missing When user management is enabled only accounts assigned to the current user are shown Please contact the Administrator Accounts cannot be edited When user management is enabled the account administration functions are only available to the Administrator Please contact the Administrator 66 PostBase RemoteOne ReportOne Troubleshooting User Manual Menu functions Problem Area Rectification FP Portal Problem Area Rectification Language Problem area Rectification Printing Problem Area Rectification SW Version 1 1 0 0 Functions are missing When user management is enabled the some functions are only available to the Administrator Please contact the Administrator Some functions are only available for ReportOne The software cannot establish a connection with the FP Portal Check if your PC is connected to the Internet Inthe PostBase Menu check the connection settings see chapter Manage Connection Inthe Settings menu check if the right Internet data has been entered see Appendix Internet have changed the language in the Settings menu The software interface still shows the previously set language Exit the program and restart it The program will now adopt the new language want to prin
24. entary settings For further details refer to the Software settings in the Appendix First make sure that the software is installed and the PostBase is connected to your PC PostBase must show the Homescreen as shown in the example below em O 8 23 2012 Inland Brief Cost account 1 Standard Standard Kompakt Der beer GroRbrief SN SH Da 0 55 0 90 1 45 Label 208 508 500 g Feeder Product Menu Double click the PostBase icon on your desktop to start the program When opening it automatically establishes a connection to PostBase The software shows the screen below after connecting Aver tes 20 Avon let Choose Advert Choose SMS Text ij Ee x prece by RR Account Selection Inland Costaccountl Vand Brief Total postage 0 00 Standard Item count O nter Remaining Postage 2849 10 Start Label Feeder SS GroBbrief E ga E al y Account Weight off ff 0 55 When PostBase is connected to the software O ted to t SW Version 1 1 0 0 7 PostBase RemoteOne ReportOne Start exit the program User Manual 2 2 Connect RemoteOne ReportOne and PostBase manually If connection does not work RemoteOne ReportOne shows the following screen No meter connection has been found Process Mail Edit amp Customize Please check if Transactio
25. ile name CSV Export of Transactions eax Specify name m and location of Let software create name export file Details Remove Enter profile elimi val Comma Tab Semicolon Other E Create header line with field names E Quote values Define properties Exclude voided transaction from export of CSV file Export Sums over accounts Account level 1 E 9 Meter transactions Manual bookings Note CSV Comma Separated Values is a simple format consisting of rows of data Each row holds the various fields of data needed to define a transaction The individual pieces of data date account etc in a row are separated by a particular character In the delimiters section you specify this character The best separator is a character which will never occur in the data itself You can also choose whether an initial heading line should be output which can be useful if people will ever need to look directly at the file itself Enclosing data in quotes is recommended if you have textual data including spaces SW Version 1 1 0 0 56 PostBase RemoteOne ReportOne Transaction administration only ReportOne User Manual Select the Details tab to choose which data should be included in the export file in which order these columns of data should appear and over which period of time Time Filter Ea 4 ld 4 ProcessingDate Define time pe riod 7 MailingDate 4 Product 7 Country
26. letter SW Version 1 1 0 0 51 PostBase RemoteOne ReportOne Transaction administration only ReportOne User Manual 11 3 Handle transactions 11 3 1 Edit transactions sation Product Pos Reference Notes Void Accounts Select the transactions you wish to edit 23 2012 Inland Brief Standard 0 55 No 2 Cost accouri m ce OR Click Select All to select all transactions NOTE You cannot edit the amount or product selection once a transaction has been recorded in the database Click on Edit ReportOne opens an Edit Transactions Wizard Edit Transactions E 8 23 2 Fist 0 50 Mr Smith No personnel List of transactions to be edited Edit allocation of accounts Tick box to apply TER Edit selected change entries in list Edit all entries aid in list above Search account J cm Na To apply the changes tick the corresponding check boxes Include accounts into updated transactions Notes and Reference SW Version 1 1 0 0 52 PostBase RemoteOne ReportOne Transaction administration only ReportOne User Manual With the Selected button you confirm the changes for the selected entries in the transaction list Selected With the Select All button you confirm the changes for all entries in the transaction list The transaction list in the Transaction Administration menu shows the new data 11 3 2 Void unvoid transactions ion Product Pos Reference
27. ns 1 PostBase is running 2 PostBase is currently in Homescreen M Reports PostBase Menu COININI C01 3 USB cable is properly connected 44 4 If everything is connected please push the Connect Button on the top Check if PostBase shows the Homescreen Click the Connect button in the working area Note If The software does not show this screen click the Connect button in the main menu 2 3 Disconnect PostBase and exit Click Disconnect in the status area to terminate the connection with the mailing system The connection to the mailing system is terminated and PostBase shows the Homescreen You can now use PostBase without The software SW Version 1 1 0 0 PostBase RemoteOne ReportOne Start exit the program User Manual 2 4 Log out PostBase user Click the Logout button in the status area to log the current user out Confirm the security prompt The connection is terminated Click the Logout button in the status area and confirm the security prompt The connection between The software and the mailing system is terminated PostBase changes to the login screen On the mailing system select the desired user and enter the PIN FP Check if PostBase shows the Homescreen Click the Connect button in the working area GS CONNECT
28. nt list SW Version 1 1 0 0 33 PostBase RemoteOne ReportOne Manage texts User Manual 6 Manage texts In the Edit and Customize menu you have the possibility to manage text messages 6 1 Enter a new text Select Text Messages Manage Text Messages Click to Edit 3 of 12 text messages defined eo Greetings Best wishes Create new text message Click on Create new text message You can now enter a text of your choice Save your entry You can store up to 12 different text messages You can now select the new text in the Manage Text Messages menu Manage Text Messages Click to Edit 4 of 12 text messages defined New Year Greetings Best wishes Kind regards Create new text message SW Version 1 1 0 0 34 PostBase RemoteOne ReportOne User Manual 6 2 Edit or delete a text Edit a text Select Text Messages Click on the text you want to edit The software opens an input box for text Enter a new text Delete a text Click x button in the upper part right of the text SW Version 1 1 0 0 Manage texts 35 PostBase RemoteOne ReportOne Manage shortcuts User Manual 7 Manage shortcuts In the Edit and Customize menu you can manage shortcuts 7 1 Create new shortcut Select Shortcuts All shortcuts appear in the working area Manage shortcuts Drag and Drop into the blue box to
29. on you can directly jump to the account administration SW Version 1 1 0 0 28 PostBase RemoteOne ReportOne Meter settings User Manual Select the desired account The software adopts your selection closing the Cost account 2 P din Cost accounts menu De Postage Value 0 55 Weight 0 kg 20 g 7 8 23 2012 Account Selection Inland e Standard Cost account Total postage 0 00 ltem count O Piece Counter 91 Remaining Postage 28949 10 Note If you need information on how to manage cost accounts please refer to chapter Manage accounts 5 8 Set date Click on the button displaying a date in the Process Mail menu August 2012 The software opens a calender window It displays the allowable Mon Tue Wed Thu Fri Sat Sun predating range At the bottom of the window you see the actual date 27 28 29 30 31 Click on the desired date 3 4 5 6 7 89 o Today 27 08 2012 The new date of postage appears in the Process Mail menu SW Version 1 1 0 0 29 PostBase RemoteOne ReportOne Meter settings User Manual 5 9 Metering A postage amount in the right top corner of the Process Mail menu indicates PostBase is ready for metering Before you start metering check if all characteristics displayed are correct 5 9 1 PostBase without Label dispenser Automatic Feeder The software shows a screen as shown below Place a mail piece on the hand feed
30. ostalia s web portal Through your account you can order for example accessories for your PostBase and manage adverts 4 8 Help FP If you run into problems while working with the program click Help to review this User Manual If the help function shouldn t be sufficient to solve your problems please consult the FP web page or contact Francotyp Postalia Help SW Version 1 1 0 0 17 PostBase RemoteOne ReportOne Meter settings User Manual 5 Meter settings 5 1 Overview In the Process Mail menu you find your mails characteristics The software synchronizes settings with PostBase when setting up a connection to the mailing system The next section describes how to change the different settings Adver_ Jet Advert Toe Postage Value Choose SMS Text Choose Advert Weight 0 kg 20 g Set En Imprint Offset Select advert Differential weighing on off Cost accountl Total postage 0 00 ltem count O Piece Counter Remaining Postage 2849 10 Select account Select services Product settings shortcuts Shortcuts SW Version 1 1 0 0 18 PostBase RemoteOne ReportOne Meter settings User Manual 5 2 Product setting Shortcut The software directly offers the first three shortcuts in its Process Mail menu Click on Additional Shortcuts to open the menu Product shortcuts This menu displays all available shortcuts
31. our PC Printer settings see Appendix Call up a preview of account list Restore factory settings All consumption data and the names of all accounts will be reset Choose whether the names should be reset to default Cost Account and a consecutive number or to a self defined name with a consecutive number clear all accounts Reset all accounts to zero The consumption data of all accounts is reset Account names remain unchanged Clear a single account Click on the x button to reset the account s piece counter and postage count 1 Cost ac Total postage 1 10 consumption to zero item count 2 9 5 Rename accounts Click on the account you want to rename Cost account 2 Total postage 0 00 tem count O Person The software opens an input box for text Enter a new name Confirm your entry SW Version 1 1 0 0 47 PostBase RemoteOne ReportOne Manage adverts User Manual 10 Manage adverts In the Edit and Customize menu you can manage adverts For the administration of the advertisings please refer to the FP Portal Here Edit amp Customiz you find all Logos available for download Select Adverts The software sets up a connection to the FP portal TIP The Adverts menu includes a link to the PostBase Advert Designer in the FP Portal Here you can create an individual advert SW Version 1 1 0 0 48 PostBase RemoteOne ReportOne Tran
32. pty PostBase asks you whether you want to use the most recent weight Differential weighing OFF The software displays the mail piece s weight after putting it on the weighing platform Note For more detailed information on differential weighing please refer to the PostBase Operator Manual Reference Guide SW Version 1 1 0 0 23 PostBase RemoteOne ReportOne Meter settings User Manual 5 5 Select text message Tet Click on the field for selecting text messages The Sms texts menu opens in the lower part of the working area It displays all available text messages ree Advert ee Choose SMS Text Choose Advert 7 8 23 2012 Account Selection Inland Cost accountl i Total postage 0 00 Standard Item count 0 Piece Counter 91 Remaining Postage 2849 10 SW Version 1 1 0 0 24 PostBase RemoteOne ReportOne Meter settings User Manual Select the desired text The program adopts a text message closing the Sms texts menu EA Advert Postage Value Weight o kg Remove from selection Cost account Total postage 0 00 ltem count O Remaining Postage 2849 10 SW Version 1 1 0 0 25 PostBase RemoteOne ReportOne Meter settings User Manual 5 6 Select advert Advert Click on the field for selecting adverts The Adverts menu opens in the lower part of the working area It displays all available advertisings d
33. r It also enhances functionality and provides possibilities in addition to those available at the mailing system includes all these functions and additionally offers the transactions and reports features TIP To download PostBase RemoteOne ReportOne please visit our web portal SW Version 1 1 0 0 5 PostBase RemoteOne ReportOne Introduction User Manual In this User Manual the term The software will be used whenever a feature is available at both RemoteOne and ReportOne In some illustrations a ReportOne screen is shown on behalf of the other software versions Application areas Adjust the meter imprint examples Start metering Load postage Create shortcuts Manage cost accounts Manage advertising imprints Manage user and access rights Print reports only ReportOne Display and export transactions only ReportOne Change system settings of PostBase System Windows XP Windows Vista Windows 7 requirements Processor Pentium min 1000 MHz Screen resolution min 800 x 1210 height x width higher resolution is recommended RAM min 1 GB Empty hard drive space min 1 5 GB Adobe Reader SW Version 1 1 0 0 6 PostBase RemoteOne ReportOne Start exit the program User Manual 2 Start exit the program 2 1 Start and connect with PostBase automatically Note If you work with this program for the first time you first have to make some elem
34. rvices Select all desired services in this way TIP Instead of selecting the Next button you can also double click on the desired service SW Version 1 1 0 0 20 PostBase RemoteOne ReportOne Meter settings User Manual Product Calculation Wizard Please double click to select a service Einschreiben Einw Click OK to confirm The Product Calculation Wizard closes Your desired product has been set for metering Lee veto Tee Postage Value d 1 45 Choose SMS Text Choose Advert o E TE g kg 50 g Piece Counter 91 Remaining Postage 2849 10 Set weight Place the mail piece on the PostBase weighing platform to determine the piece s weight TIP In the Process Mail menu you can manually enter a weight value See next chapter Set weight SW Version 1 1 0 0 21 PostBase RemoteOne ReportOne Meter settings User Manual 5 4 Set weight 5 4 1 Using the internal scale in normal mode If you place the mail piece on the PostBase weighing platform the program automatically transfers the weight value In this case you do not need to enter it manually If you use the shortcut function there is a preset weight value 5 4 2 Manual input However it is sometimes necessary to use the PC program to enter a weight value e g if your mail piece should exceed the allowable weighing range There are two input boxes kilogram and gram for the weight of the mail piece Click on the
35. saction administration only ReportOne User Manual 11 Transaction administration only ReportOne Every time you meter a piece of mail a transaction will be logged by ReportOne The Transactions menu gives you a full picture of all your mailing activity e g when any particular piece of mail was sent All transactions are stored in the ReportOne database and used to generate reports 11 1 Overview The Transaction Administration menu opens up in the working area i Manual booking JH Export Enter transactions post manually Export Transaction Administration Search Creation Product Pos Reference Notes Void Accounts transactions t 8 23 2012 Inland Brief Standard 0 55 No 2 Cost account2 9 Meter transactions 8 23 2012 Inland Brief Standard 0 55 No 1 Cost account Manual transactions 8 23 2012 Inland Brief Standard 0 55 No 1 Cost account1 Both Quick date selection Use date Transaction list Start Date initially empty Show transactions according to defined criteria Transaction type Meter transaction Creation time 8 23 2012 8 09 41 AM p Product Inland Brief Standard E Country Inland eh EP000108 Transaction details Reference id Accounts 1 2 Cost account2 Notes Void No s SW Version 1 1 0 0 49 PostBase RemoteOne ReportOne User Manual Transaction administration only Repor
36. se shows the Homescreen Rectification Turn off PostBase and close the program Turn the mailing machine on again As soon as PostBase shows the Homescreen open RemoteOne ReportOne and click Connect Postage download Problem Area The software cannot perform postage download Rectification Inthe PostBase Menu check the connection settings see chapter Manage Connection Inthe Settings menu check if the right Internet data has been entered see Appendix Internet settings Check if the network cable is properly connected Problem Area The Download Postage button is missing Rectification The current user is not authorized to load postage Please contact the Administrator SW Version 1 1 0 0 65 PostBase RemoteOne ReportOne Troubleshooting User Manual Metering Problem Area Rectification Problem Area Rectification Accounts Problem Area Rectification Problem Area Rectification SW Version 1 1 0 0 When trying to meter PostBase issues an error message Monthly budget exceeded Please contact the Administrator Maximum number of meterings per month reached Please contact the Administrator Maximum postage value for metering exceeded Please contact the Administrator Advert and or text cannot be set For the currently set product a special postal identifier is printed Such meterings do not allow adverts texts or allow for only on
37. ser Deactivate access control Pin access control This window appears when you deactivate access control All previously set up users as well as their data and settings are deleted without warning Note The PIN button is only available if you are logged in as Administrator at the PostBase For info on how to change the user please read chapter Change PostBase user SW Version 1 1 0 0 60 PostBase RemoteOne ReportOne PostBase Setup and special functions User Manual 13 3 Registers Click on Registers You are given an overview on your postage credit the control total the total of all meterings and the last postage download amount 13 4 Load postage Select Download postage To load postage you enter the desired amount and connect to the data center Billing occurs according to your contract with the postal service Note If user management is activated the Download Postage button may not be available In that case please contact the administrator 13 5 Auto Postage Download Select Auto Postage Download The Auto Postage Download feature facilitates keeping track of the remaining postage When enabled it will warn you once the remaining postage reaches the preset threshold and will give you the opportunity to load postage Note If user management is activated the Auto Postage Download button may not be available In that case please contact the administrator 13 6 Reset piece co
38. ser profiles and delete users Note The Users button is only available if you are logged in as Administrator at the PostBase For info on how to change the user please read chapter Change PostBase user 8 1 Overview Click on Users All users set up so far are displayed in the working area Manage users click to edit 3 of 51 users defined x E E Administrator ivh1234 XYZ1234 Create new user In the working area you can Create new users Edit users Delete users SW Version 1 1 0 0 41 PostBase RemoteOne ReportOne Manage users Administrator only User Manual 8 2 Create new user Click on Users Click on Create new user Create new user You can only create users if access control PIN protection is active Hence The software may ask you to enter an Administrator PIN first when creating the first user Enter admin pin The software opens the user settings wizard Follow the steps of the wizard Enter name PIN Enter the desired user name and user PIN Proceed to the next step of the settings with gt pa SW Version 1 1 0 0 42 PostBase RemoteOne ReportOne Manage users Administrator only User Manual Assign accounts lili gt Arrange the order of the Cost accounts Select the accounts which the user should have access to at least one Use the
39. st account selection Button for moving fields Click on this button and hold the mouse button down You can now drag a selection field to another position Arrow buttons Click to increase or reduce the displayed value gradually Input Boxes Enter texts directly via PC keyboard Eq For the input of values you can use the arrow buttons as well as the PC o keyboard SW Version 1 1 0 0 12 PostBase RemoteOne ReportOne The user interface User Manual Example Standby time Status display for buttons Selectable element Selectable elements turn blue as you scroll your mouse over them Setup If a button is active it is highlighted in blue or it is framed with a blue boarder Active element frame Active element highlighted Software navigation If you want to exit a menu click on a button leading you to another menu There is no Back function SW Version 1 1 0 0 13 PostBase RemoteOne ReportOne Overview of the main menu functions User Manual 4 Overview of the main menu functions 4 1 Mailing Services Weight Advert Text Account Change date Start Label Feeder SW Version 1 1 0 0 Meter settings You can easily define meter settings from your PC These include product settings services and weight as well as selecting a text message and or an advert Furthermore you can select an account and adjust the date of post
40. t Postal reports Options Open Quick Date Selection branch Wdaysback tr Start Date End Date 29 July 2012 Ely 27 August 2012 Ey v All Accounts Cost Account O Default Transaction type O Metertransactions Manual transactions Both New page for each account Y Unvoided only Click Preview to see the report Print Click Print to print it out TIP Clicking on Print a printer dialog box may appear first You can turn this function off in the Print Settings SW Version 1 1 0 0 58 PostBase RemoteOne ReportOne PostBase Setup and special functions User Manual 13 PostBase Setup and special functions The software enables you to make selected PostBase mailing system settings from your PC NOTE All these features are available at the PostBase mailing system For more detailed information please refer to the PostBase Operator Manual Reference Guide 13 1 Overview The PostBase Menu is displayed in the working area SW Version 1 1 0 0 59 PostBase RemoteOne ReportOne PostBase Setup and special functions User Manual 13 2 Access control PIN Click on Manage Pin Protect your access against unauthorized use Activate access control Enter admin pin This window appears when you activate access control Enter the Administrator PIN You can now create new users For detailed information please read chapter Create new u
41. t a report An error message appears Check if the printer is running and properly connected to your PC Check if the right printer has been set in the Settings menu see Appendix Printer 67 PostBase RemoteOne ReportOne Troubleshooting User Manual Manage users Problem Area Rectification SW Version 1 1 0 0 No users available When deactivating access control all users are irretrievably deleted Create new users see Create new user 68 PostBase RemoteOne ReportOne Appendix Software settings User Manual 15 Appendix Software settings 15 1 Settings overview Click on Setup in the main menu The software opens the Settings dialog box Select the corresponding tab to make Application settings Imprint settings etc 15 2 Application Arica If Click on the tab Application You can now make language and cost account settings change the color scheme and check for a new software version Restart application to apply changes 8 English US E mus Language E German E settings Sort settings for cost accounts Unsorted O Alphabetical order 0 Most used cost accounts first Desi Account o settings SW Version 1 1 0 0 69 PostBase RemoteOne ReportOne Appendix Software settings User Manual 15 3 Internet n aia E Click on the tab Internet Enter the desired Proxy data or use the system s settings 15 4 Printer
42. tOne 11 2 Search and view transactions Transaction search Even in a small system there will probably be many thousands of transactions so the searching function can be very useful Initially no transactions are shown in the transaction list To the left of the transactions list you find the searching area Here you can choose which transactions will be displayed 0 Meter transactions Manual transactions Quick date selection Start Date 27 August 2012 EL End Date 27 August 2012 EL Use expression Match Search By Look For Only unvoided SW Version 1 1 0 0 Choose between Meter transactions and Manual transactions or tick Both Choose a time period via Quick date selection or enter an exact date or period You can also untick the time criterion You might as well search by expression Untick this box to view voided transactions When the desired search criteria are set click on Search 50 PostBase RemoteOne ReportOne Transaction administration only ReportOne User Manual Show transaction details Postage 3 letter 0 50 letter 0 50 velope 1 10 Double click a transaction row in the transaction list ReportOne opens a Transactions Details pop up It shows all the information about the chosen transaction The information is also displayed beneath the transaction list Display Transaction Details Manual booking 8242012 5 11 12 PM First Class
43. unter The piece counter counts all meter imprints Select Piece Counter Check the number of metered mail pieces or reset the counter to zero SW Version 1 1 0 0 61 PostBase RemoteOne ReportOne PostBase Setup and special functions User Manual 13 7 Manage Connection Select Manage Connection in the PostBase Menu You should set the respective connection parameters during commissioning Verify and if necessary correct the settings if changes were made to your system configuration In case of problems please contact your network administrator The software opens the Configure Network Settings Wizard Choose between Ethernet and Modem first Configure Network Settings Chose between LJ ooo UO Ethernet and Modem po 0 0 0 0 13 8 Imprint Offset PostBase prints the meter imprint at a fixed offset approx 1 cm 0 4 from the right mail piece edge You can increase this offset and thus shift the meter imprint to the left by adjusting the imprint offset Select Imprint Offset in the PostBase Menu The icon and the set offset value appear in the Process Mail menu Configure print offset SW Version 1 1 0 0 62 PostBase RemoteOne ReportOne PostBase Setup and special functions User Manual 13 9 Auto Off The Auto Off time is the time between your last operation and the time PostBase automatically switches off If you want to set this time select Auto Off in the PostBase Menu
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