Difference between revisions of "Contact Zone:Presort Tutorial"

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[[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
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|[[Returned Result Codes:Enterprise Solutions#Contact Zone|Returned Result Codes]]
|-
|[[Result Codes]]
|}
|}
 


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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
[[File:CZ_PS_Reports.png|link=]]
: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===
===Select Fields Tab===
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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=]]




Latest revision as of 20:23, 5 January 2017

← Contact Zone

Presort Navigation
Overview
Tutorial
Component Settings
Show Details (On-Premise)
Presort Tabs
Mail Type
Mailer
Reports
Select Fields
Sorting Options
Result Codes



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

CZ PS ComponentSettings Menu.png

Set up the Presort Component Settings. See 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.

CZ PS Tutorial Component.png


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.

CZ PS Tutorial Source.png


Configure Component

Double click the Presort Component to bring up the interface.

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.

CZ PS MailType.png

Mailer Tab

Set the following:

Permit Holder
Here you input all of the mailers personal information.
Mailing Agent
If needed, input the mailer agent information.
Prepared For
Here you input all of the mailers personal information.

CZ PS Mailer.png

Reports Tab

Set the following:

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

CZ PS Reports.png

Select Fields Tab

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

CZ PS SelectFields.png

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.

CZ PS SortingOptions.png

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.

CZ PS Tutorial Output.png


Save Settings

Click File and select Save as to save the project.

CZ Tutorial Save.png


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.

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