Contact Zone:Presort Tutorial - Revision history

Admin at 20:23, 5 January 2017

2017-01-05T20:23:33Z

← Older revision		Revision as of 20:23, 5 January 2017
Line 1:		Line 1:
	~~[[Contact Zone:Reference\|← Contact Zone Reference]]~~		{{ContactZonePresortNav}}

	{~~\| class="mw-collapsible" cellspacing="2" style="background-color:#f9f9f9; border:1px solid #aaaaaa; font-size:9pt; color:#0645ad; padding:8px 8px;"~~
	~~! style="text-align:left; color:black; border-bottom:1px solid #aaaaaa;"\|'''Presort Navigation'''~~
	\|-
	~~\| style="padding-right:220px;"\|~~
	\|-
	~~\|[[Contact Zone:Presort\|Overview]]~~
	\|-
	~~\|[[Contact Zone:Presort Tutorial\|Tutorial]]~~
	\|-
	\|
	{~~\| class="mw-collapsible mw-collapsed" style="width:100%;"~~
	~~\|- align="left"~~
	~~! style="color:black;"\|[[Contact Zone:Presort:Component Settings\|Component Settings]]~~
	\|-
	~~\|[[Contact Zone:Presort:Component Settings#Show Details (On-Premise)\|Show Details (On-Premise)]]~~
	\|}
	\|-
	\|
	~~{\| class="mw-collapsible mw-collapsed" style="width:100%;"~~
	~~\|- align="left"~~
	~~! style="color:black;"\|Presort Tabs~~
	\|-
	~~\|[[Contact Zone:Presort:Mail Type\|Mail Type]]~~
	\|-
	~~\|[[Contact Zone:Presort:Mailer\|Mailer]]~~
	\|-
	~~\|[[Contact Zone:Presort:Reports\|Reports]]~~
	\|-
	~~\|[[Contact Zone:Presort:Select Fieldes\|Select Fields]]~~
	\|-
	~~\|[[Contact Zone:Presort:Sorting Options\|Sorting Options]]~~
	\|}
	\|-
	\|
	~~{\| class="mw-collapsible mw-collapsed" style="width:100%;"~~
	~~\|- align="left"~~
	~~! style="color:black;"\|Result Codes~~
	\|-
	~~\|[[Returned Result Codes:Enterprise Solutions#Contact Zone\|Returned Result Codes]]~~
	\|-
	~~\|[[Result Codes]]~~
	\|}
	\|}


	{{CustomTOC}}		{{CustomTOC}}

Admin at 23:57, 12 August 2014

2014-08-12T23:57:10Z

← Older revision		Revision as of 23:57, 12 August 2014
Line 140:		Line 140:
	Click File and select Save as to save the project.		Click File and select Save as to save the project.

	[[File:~~CZ_PS_Tutorial_Save~~.png\|link=]]		[[File:CZ_Tutorial_Save.png\|link=]]

Admin at 17:38, 12 August 2014

2014-08-12T17:38:32Z

← Older revision		Revision as of 17:38, 12 August 2014
Line 73:		Line 73:
	Double click the Presort Component to bring up the interface.		Double click the Presort Component to bring up the interface.

	===~~Mailer~~ Tab===		===Mail Type Tab===
	Set the following:		Set the following:

	;~~Step name~~		;Post Office of Mailing
	:~~If needed, we can change this name to be more descriptive~~.		:Location of the the post office you will mail from.

			;Mail Class
			:Choose whether First Class or Standard.

	;~~Permit Holder~~		;Sample Size Weight
	:~~Here you input all~~ of ~~the mailers personal information~~.		:Input the number of pieces, their thickness, and weight.

	;~~Move Method~~		;Piece Dimensions
	:~~Select which move method you will use, and input~~ your ~~CASS date~~.		:Dimensions (in inches) of your mail.

	[[File:~~CZ_PS_Mailer~~.png\|link=]]		[[File:CZ_PS_MailType.png\|link=]]

	===~~Client~~ Tab===		===Mailer Tab===
	Set the following:		Set the following:

			;Permit Holder
			:Here you input all of the mailers personal information.

	;Mailing Agent		;Mailing Agent
	:If needed, ~~we can change this name to be more descriptive~~.		:If needed, input the mailer agent information.

	;Prepared For		;Prepared For
	:Here you input all of the mailers personal information.		:Here you input all of the mailers personal information.

	[[File:~~CZ_PS_Client~~.png\|link=]]		[[File:CZ_PS_Mailer.png\|link=]]

	===~~Mail Type~~ Tab===		===Reports Tab===
	Set the following:		Set the following:

	;~~Post Office of Mailing~~		;Move Method
	:~~Location of the the post office~~ you will ~~mail from.~~		:Select which move method you will use, and input your CASS date.

	~~;Mail Class~~
	~~:Choose whether First Class or Standard~~.

	~~;Sample Size Weight~~		[[File:CZ_PS_Reports.png\|link=]]
	~~:Input the number of pieces, their thickness, and weight.~~

	~~;Piece Dimensions~~
	~~:Dimensions (in inches) of your mail.~~

	[[File:~~CZ_PS_MailType~~.png\|link=]]

	===Select Fields Tab===		===Select Fields Tab===

Admin at 00:12, 9 August 2014

2014-08-09T00:12:58Z

← Older revision		Revision as of 00:12, 9 August 2014
Line 22:		Line 22:
	\|- align="left"		\|- align="left"
	! style="color:black;"\|Presort Tabs		! style="color:black;"\|Presort Tabs
			\|-
			\|[[Contact Zone:Presort:Mail Type\|Mail Type]]
	\|-		\|-
	\|[[Contact Zone:Presort:Mailer\|Mailer]]		\|[[Contact Zone:Presort:Mailer\|Mailer]]
	\|-		\|-
	\|[[Contact Zone:Presort:~~Client~~\|~~Client]]~~		\|[[Contact Zone:Presort:Reports\|Reports]]
	\|-
	~~\|[[Contact Zone:Presort:Mail Type\|Mail Type~~]]
	\|-		\|-
	\|[[Contact Zone:Presort:Select Fieldes\|Select Fields]]		\|[[Contact Zone:Presort:Select Fieldes\|Select Fields]]

Admin at 18:22, 26 June 2014

2014-06-26T18:22:51Z

← Older revision		Revision as of 18:22, 26 June 2014
Line 15:		Line 15:
	! style="color:black;"\|[[Contact Zone:Presort:Component Settings\|Component Settings]]		! style="color:black;"\|[[Contact Zone:Presort:Component Settings\|Component Settings]]
	\|-		\|-
	\|[[Contact Zone:Presort:Component Settings#Show Details\|Show Details]]		\|[[Contact Zone:Presort:Component Settings#Show Details (On-Premise)\|Show Details (On-Premise)]]
	\|}		\|}
	\|-		\|-

Admin: Created page with "← Contact Zone Reference {| class="mw-collapsible" cellspacing="2" style="background-color:#f9f9f9; border:1px solid #aaaaaa; font-size:9pt; c..."

2014-06-18T22:01:55Z

Created page with "← Contact Zone Reference {| class="mw-collapsible" cellspacing="2" style="background-color:#f9f9f9; border:1px solid #aaaaaa; font-size:9pt; c..."

New page

[[Contact Zone:Reference|← Contact Zone Reference]]

{| class="mw-collapsible" cellspacing="2" style="background-color:#f9f9f9; border:1px solid #aaaaaa; font-size:9pt; color:#0645ad; padding:8px 8px;"
! style="text-align:left; color:black; border-bottom:1px solid #aaaaaa;"|'''Presort Navigation'''
|-
| style="padding-right:220px;"|
|-
|[[Contact Zone:Presort|Overview]]
|-
|[[Contact Zone:Presort Tutorial|Tutorial]]
|-
|
{| class="mw-collapsible mw-collapsed" style="width:100%;"
|- align="left"
! style="color:black;"|[[Contact Zone:Presort:Component Settings|Component Settings]]
|-
|[[Contact Zone:Presort:Component Settings#Show Details|Show Details]]
|}
|-
|
{| class="mw-collapsible mw-collapsed" style="width:100%;"
|- align="left"
! style="color:black;"|Presort Tabs
|-
|[[Contact Zone:Presort:Mailer|Mailer]]
|-
|[[Contact Zone:Presort:Client|Client]]
|-
|[[Contact Zone:Presort:Mail Type|Mail Type]]
|-
|[[Contact Zone:Presort:Select Fieldes|Select Fields]]
|-
|[[Contact Zone:Presort:Sorting Options|Sorting Options]]
|}
|-
|
{| class="mw-collapsible mw-collapsed" style="width:100%;"
|- align="left"
! style="color:black;"|Result Codes
|-
|[[Returned Result Codes:Enterprise Solutions#Contact Zone|Returned Result Codes]]
|-
|[[Result Codes]]
|}
|}

{{CustomTOC}}

The following steps will guide you in the basic usage of Presort for Contact Zone.

==Component Settings==
Navigate to Tools > Melissa Data Settings > Components > Presort

[[File:CZ_PS_ComponentSettings_Menu.png|link=]]

Set up the Presort Component Settings. See [[Contact Zone:Presort:Component Settings|Component Settings]].

==Add Component==
To add Presort to your project, drag the component onto the Data Flow screen. This will snap the Presort Component into your workflow space.

[[File:CZ_PS_Tutorial_Component.png|link=]]

==Connect Input==
Select a data flow source to be your input data. Many formats can be used as Sources, including Excel files, flat files or Access Input data sources. Connect this data source to the Presort Component by dragging the arrow from your data flow source to the Presort Component.

[[File:CZ_PS_Tutorial_Source.png|link=]]

==Configure Component==
Double click the Presort Component to bring up the interface.

===Mailer Tab===
Set the following:

;Step name
:If needed, we can change this name to be more descriptive.

;Permit Holder
:Here you input all of the mailers personal information.

;Move Method
:Select which move method you will use, and input your CASS date.

[[File:CZ_PS_Mailer.png|link=]]

===Client Tab===
Set the following:

;Mailing Agent
:If needed, we can change this name to be more descriptive.

;Prepared For
:Here you input all of the mailers personal information.

[[File:CZ_PS_Client.png|link=]]

===Mail Type Tab===
Set the following:

;Post Office of Mailing
:Location of the the post office you will mail from.

;Mail Class
:Choose whether First Class or Standard.

;Sample Size Weight
:Input the number of pieces, their thickness, and weight.

;Piece Dimensions
:Dimensions (in inches) of your mail.

[[File:CZ_PS_MailType.png|link=]]

===Select Fields Tab===
From the drop-down menus for each field, choose what is passed through from the input step.

[[File:CZ_PS_SelectFields.png|link=]]

===Sorting Options===
Set the following:

;Sortation Options
:Choose what type of sortation that will be used.

;Postage Type
:Choose which postage type will be used on the mailing.

[[File:CZ_PS_SortingOptions.png|link=]]

Click OK to finish defining the Presort Component Step.

==Connect Output==
Add data destinations for the downstream output. Connect the respective output filter pin to the output destination.

[[File:CZ_PS_Tutorial_Output.png|link=]]

==Save Settings==
Click File and select Save as to save the project.

[[File:CZ_PS_Tutorial_Save.png|link=]]

==Run Project==
Now, the project is ready to run. It is possible to observe in real time as records flow from your input source through the Presort Component and pipe output source depending on the filtering options.

[[Category:Contact Zone]]