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Pitney Bowes DM500, DM550 manual Appendix B - Operator Training Checklist

Models: DM500 DM550

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SV60890 Rev. G

Appendix B - Operator

Training Checklist

The following checklist includes the topics your Pitney Bowes representative will discuss with you to ensure that you fully understand how to operate your DM Series™ Digital Mailing System.

The checklist is divided into the following sections:

Learning About Your System	B-2
Basic Operations	B-3
Advanced Operations*	B-4
If You Need to Change Your
System Setup	B-5
What You Need to Maintain Your System ....	B-7
If You Have Problems with Your System	B-8

*The Advanced Operations section contains topics for all possible options you can purchase with your system. Your representative will cover only those options that apply to your specific system configuration.

For additional training options, contact your local sales professional.

B-1

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Pitney Bowes DM500, DM550 manual Appendix B - Operator Training Checklist

Contents

DM500TMand DM550TM Digital Mailing SystemOperator Guide US English VersionPage SV60890 Rev. G 2005 Pitney Bowes Inc FCC Compliance Alerting MessagesFCC Compliance of Modem Page DM500 and DM550 Digital Mailing System Operating Guide ContentsPage Pitney Bowes Web Sites Pitney Bowes Contact Information ListOur Help Desk Postage By Phone SystemPage 1 Read This First What’s in This Guide 1 Read This FirstOther Information Publications On the System DM500 and DM550 Digital Mailing System Operating GuideWeb Resources Our Help Desk Scale User GuideUSPS Requirements What You Need to Know1 Read This First DM500 and DM550 Digital Mailing System Operating Guide Safety Requirements1 Read This First Safety Requirementscontinued Requirements SafetyDM500 and DM550 Digital Mailing System Operating Guide DM Series Digital Mailing System Off Important Information About Powering YourNO NO NO YES 1 Read This FirstFeatures and Benefits 2 Meet the DM500 and DM550 Digital Mailing SystemParts of the Mailing System Mailing System Exterior2 Meet the DM500 and DM550 Digital Mailing System Features and BenefitsIntroducing the Mailing System Energy Star Rating Postage MeterOptions Easy-To-Use IntelliLink Control Center Variety of CommunicationsAbility to Communicate with other Applications DM500 and DM550 Digital Mailing System Operating GuideStandard Accounting and Reporting Accounting and ReportsAdvertisements and Inscriptions Optional Permits Budget ManagerMailing System Exterior Parts of the Mailing SystemDM500 and DM550 Digital Mailing System Operating Guide Mailing System The DM500 and DM550 System ExteriorRight Side View of the DM500 and DM550 System 2 Meet the DM500 and DM550 Digital Mailing SystemDM500 and DM550 Digital Mailing System Operating Guide Connectors on the Back of the Mailing System BaseMailing System Exterior 2 Meet the DM500 and DM550 Digital Mailing System Connectors on the Back of the IntelliLink Control CenterMailing System Exterior DM500 and DM550 Digital Mailing System Operating Guide Connecting the IntelliLink Control Center to a Remote Phone Line2 Meet the DM500 and DM550 Digital Mailing System The Mailing System InteriorThe Mailing System Interior DM500 and DM550 Digital Mailing System Operating GuideInk Cartridge - This contains the ink used to create the meter stamp Printhead - This produces the meter stamp2 Meet the DM500 and DM550 Digital Mailing System The IntelliLink Control CenterControl Center The IntelliLinkDM500 and DM550 Digital Mailing System Operating Guide 2 Meet the DM500 and DM550 Digital Mailing System The Main ScreenFirst Class Presorted Contents 3 Mail In A MinuteMail In A Minute Preparing Your MailMail In A Minute 3 Mail in a MinutePreparing Your Mail 2. Select Key In Postage Running the MailDM500 and DM550 Digital Mailing System Operating Guide 3 Mail in a Minute Printing Postage TapesNavigating Hints 4 Running MailDetermining the Correct Postage Mode Navigating 4 Running MailHints Select ModeFollow the other procedures listed here as needed Applying Postage and Running MailDM500 and DM550 Digital Mailing System Operating Guide 1 Determining the Correct Postage Mode Chart A - Printing on MailFeeding Mail or Printing Tape? 4 Running MailChart C - Mail Modes with NO Postage Chart B - Postage Tape ModeMode 1 Determining the Correct PostageAbout Running Mail 2 Preparing Your Mail4 Running Mail DM500 and DM550 Digital Mailing System Operating Guide About Printing Postage TapesAbout Running Mail While your mailing system processes the mail, the screen 3 Selecting the Postage Mode and Running the Mail4 Running Mail Select ModeKey in Postage Mode SelectionDM500 and DM550 Digital Mailing System Operating Guide 2. Select Key In PostageDifferential Weighing Before using differential weighingTo use differential weighing 4. Select Differential Weighing2. Select Manual Weight Entry Manual Weight EntryAttached Scale DM500 and DM550 Digital Mailing System Operating GuidePrint Permit Attached Scale - AutoTape3. Select Attached Scale - AutoTape 4 Running MailTo select a Print Permit Seal OnlyDM500 and DM550 Digital Mailing System Operating Guide Mode SelectionSelect an Account 4 Selecting or Deselecting an AccountDeselect an Account 4 Running MailDM500 and DM550 Digital Mailing System Operating Guide 5 Selecting a Class, Carrier, or Special Service4 Running Mail Selecting ZIP Codes and Zones Select a CountryMeter Stamp Options 6 Selecting the Meter Stamp OptionsMeter Stamp Options DateURGENT Advertisement4 Running Mail Meter Stamp OptionsDM500 and DM550 Digital Mailing System Operating Guide InscriptionMeter Stamp Options 2. Select Meter Stamp OptionsMultiple Tapes Print Position4 Running Mail Meter Stamp OptionsPostage Calculation for Confirmation Services 7 Using Electronic Confirmation ServicesDiscounts for Confirmation Services OverviewTracking Information on the Internet Adding Services or Making ChangesAfter 24 hours you can track your mail on the internet using your 4 Running MailDM500 and DM550 Digital Mailing System Operating Guide Using Confirmation Services Before Printing Postage4 Running Mail Adding Confirmation Services After Printing PostageDM500 and DM550 Digital Mailing System Operating Guide Editing, Deleting or Sending Confirmation Services RecordsTo add more postage 8 Adding Postage or Changing the Date4 Running Mail DM500 and DM550 Digital Mailing System Operating Guide To change the dateJULY 03,2002 4 Running Mail 9 Clearing the Batch Count5 Mailing System Setup Navigating Hints 5 Mailing System SetupSelect Option DM500 and DM550Digital Mailing System Operating Guide Overview of Mailing System Setup2 Adjusting Display Contrast and Volume Control 1 Setting the Display Language3. Select Change Language 5 Mailing System SetupCurrent Time Date will Advance After Daylight Saving 3 Setting the Date and Time of DayDM500 and DM550Digital Mailing System Operating Guide To create a supervisor password 4 Setting Up a Supervisor PasswordTo password protect an operation 5 Mailing System Setupb. Change Lock Code 5 Setting Up a Lock CodeDM500 and DM550Digital Mailing System Operating Guide Scale/Rates Setup 6 Setting Up the Scale and Selecting RatesScale/Rates 5 Mailing System SetupAutoScale Diff Weigh Trip WeightClass if New Piece 2. Select Class if new PieceDestination if New Class Destination if New PieceZIP/Zone Prompt 2. Select Dest. if new PieceAdd ZIPs to Zone BMC Intra ZIPDiscount Code 2. Select BMC Intra ZIPPhone/Network Set Up 7 Setting Up Postage By Phone Meter Payment SystemConfirm Svc Barcode Prompt 5 Mailing System SetupPBP Account # Phone/Network Set UpDialing Prefix PB Phone #My Phone # Secondary PB #Dialing Type 2. Select Secondary PB #. This number is supplied by your PitneyModem String Modem TypePhone/Network Set Up Phone/Network Set Up5 Mailing System Setup Network SettingsPhone/Network Set Up 9 Configuring Low Ink Warning 8 Configuring High/Low Funds WarningsSetting the Low Funds Warning Value Setting the High Value Warning for Key In PostageTimeouts 10 Configuring System TimeoutsTimeouts 2. Select Basic Settings and then Timeouts 3. Select Display SleepTimeout Preset TimerSelect Basic Settings and then Timeouts Select Normal Preset TimerSelect Basic Settings and then Timeouts TimerSelect Transaction Timer Waiting forHow to Define Normal Preset Values 11 Defining Presets2. Press the Custom Presets key 5. Press the screen key for Store Current Setting to PresetHow to Define Custom Preset Values Defining PresetsHow to Store Advance Date in a Custom Preset 4. Select Store Current Setting to PresetDefining PresetsExample DM500 and DM550Digital Mailing System Operating GuideHow to View, Rename, or Delete Presets How to Edit Custom Preset Values4. Press the screen key for Store Current Setting to Preset 1. Press the Custom Presets key2. Select Take Meter Out of Service 12 Taking the Meter Out of Service 13 Adding an Optional Printer3. Select Transfer Funds from Meter DM500 and DM550Digital Mailing System Operating Guide5 Mailing System Setup 14 Configuring the Optional Barcode ScannerDM500 and DM550Digital Mailing System Operating Guide Setting the Default Scan Type5 Mailing System Setup Adding Barcode PrefixesDM500 and DM550Digital Mailing System Operating Guide Combining Barcodes5 Mailing System Setup Setting Auto-EnterManaging Your Postage Funds 6 Adding PostagePostage By Phone 6 Adding PostageYour Postage Meter USPS Rekey Requirements If you need assistance with Postage By Phone SystemDM500 and DM550 Digital Mailing System Operating Guide Managing Your Postage FundsConnecting Your Postage Meter - Local Analog Phone Line 1 Connecting Your Postage Meter to an Analog Phone LineWhich connector do I use? 6 Adding PostageConnecting Your Mailing System - Remote Analog Phone Line Connecting Your Postage Meter to an Analog Phone LineDM500 and DM550 Digital Mailing System Operating Guide 2 Checking Available Funds in Your Postage Meter Connecting Your Postage Meter to an Analog Phone Line6 Adding Postage DM500 and DM550 Digital Mailing System Operating Guide 3 Checking Your Postage By Phone Meter Payment System Account Balance2. Select Quick Refill, or Other Refill Amount 4 Adding PostagePress Tape to Print Tape Press Start to Print an Envelope Don’t Print Receipt7 Standard Accounting Setup Set Up Accounts 7 Accounting SetupSelect Account DM500 and DM550 Digital Mailing System Operating Guide Overview of AccountingBefore Using the Setup Procedures Using the Account Setup Procedures7 Accounting Setup Accounts or ViewingSubaccounts CreatingAccounts and 2 CreatingAccounting Messages 7 Accounting Setup3. Select Edit Account 3 Editing AccountsDM500 and DM550 Digital Mailing System Operating Guide 5 Turning Standard Accounting On or Off 4 Setting an Account Period3. Select Accounting Period MM DD YYYY6 Deleting Accounts and Subaccounts 7 Turning Account Password Protection On or OffDM500 and DM550 Digital Mailing System Operating Guide 8 Resetting Clearing all Accounts 9 Turning Reset Individual Accounts On or Off7 Accounting Setup Funds 10 TransferringSoftware, Industrial Design and Prototypes Software7 Accounting Setup 11 Setting the Station IDDM500 and DM550 Digital Mailing System Operating Guide 12 Selecting an Accounting Type7 Accounting Setup Your Accounting System FeaturesAccount Structure and Hierarchy Subsubaccount - User Friendly TestingEXAMPLE Account - Engineering Subsubaccount - Graphics and Layout7 Accounting Setup Hierarchal Reporting StructureEngineering USPS Confirmation Services Report 8 ReportsMulti-Account Summary Permit Mail ReportHow to Print a Report How To View a Report8 Reports IntroductionSingle Account Report ReportsScreen Display Printed ReportScreen Display Multi-Account SummaryPrinted Report Internal printer versionDM500 and DM550 Digital Mailing System Operating Guide External Printer VersionMulti-Account Summary Screen Display8 Reports Last 5 Refills ReportScreen Display Printed ReportPrinted Report System Printer Confirmation Services Report System PrinterPrinted Report Attached Printer DM500 and DM550 Digital Mailing System Operating GuideAccount List Report Permit Mail ReportExternal Printer Required 8 ReportsDM500 and DM550 Digital Mailing System Operating Guide Funds ReportScreen Display Printed Report8 Reports System Setup ReportError Report Error ReportDM500 and DM550 Digital Mailing System Operating Guide Screen Display8 Reports Job ReportScreen Display Printed ReportData Capture Report Installed/Pending RatesLast Rates Downloaded View Download LogPage Cleaning the Exterior 9 Maintaining and UpdatingE-Z Seal Sealing Solution Maintenance Items to Keep On Hand9 Maintaining and Updating Cleaning the ExteriorItems to Keep On Hand DM500and DM550 Digital Mailing System Operating Guide Tape MaintenanceTape is still on roll Tape has run out Tape still on Roll9 Maintaining and Updating DM500and DM550 Digital Mailing System Operating Guide E-Z Seal Sealing Solution MaintenanceCleaning or Replacing the Moistener Brush Moistener Maintenance9 Maintaining and Updating DM500and DM550 Digital Mailing System Operating Guide AssemblyMoistener 9 Maintaining and Updating Cleaning or Replacing the WickClean the wick by holding it un- der running water Cleaning or Replacing the WickDM500and DM550 Digital Mailing System Operating Guide The solution level should be Cleaning or Replacing the Wick9 Maintaining and Updating DM500and DM550 Digital Mailing System Operating Guide Cleaning or Replacing the WickHold it in this position for ap- proximately 20 seconds 17. Close the feed cover 9 Maintaining and Updating2. Select Maintenance 3. Select Print Test Pattern Printer MaintenancePrinting a Test Pattern DM500and DM550 Digital Mailing System Operating Guide2. Select Maintenance Cleaning the Printer Nozzle9 Maintaining and Updating Printing a Test PatternDM500and DM550 Digital Mailing System Operating Guide Replacing the Ink CartridgeTo replace the ink cartridge 9 Maintaining and Updating1. Lift up the main cover and locate the ink cartridge lid 3. Remove the old ink cartridge by lifting it straight upDM500and DM550 Digital Mailing System Operating Guide Replacing the Ink Cartridge4. Insert the new ink cartridge with the grooved side facing you 6. Close the main cover2. Select Maintenance Changing the PrintheadCAUTION Do NOT attempt to clean the printhead 9 Maintaining and UpdatingDM500and DM550 Digital Mailing System Operating Guide assembly forward as shown here. This exposes the printhead coverChanging the Printhead 6. Push the printhead tab to the left as shown hereChanging the Printhead 9 Maintaining and Updating9. Locate the stand-off on top of the printhead shown here Printhead Changing theDM500and DM550 Digital Mailing System Operating Guide 2. Select Maintenance 3. Select Replace Wiper Blade Assembly Changing the Wiper Blade Assembly9 Maintaining and Updating Turn on New Features Performing Updates or Adding FeaturesPerform Software Updates 3. Select Updates and Add-Onsc. Phone Download b. Feature CodePerforming Updates or Adding Features 9 Maintaining and Updating10 Troubleshooting How to Troubleshoot your DM Series Digital Mailing System 10 TroubleshootingMore than one envelope DM500 and DM550 Digital Mailing System Operating GuideEnvelope Feeding Problems 10 TroubleshootingSolution Descriptioning a Test Pattern in Chapter 9 in this DM500 and DM550 Digital Mailing System Operating GuideTape jamming in the 10 Troubleshootinging the Wiper Blade Assembly sections in as described in Cleaning the Printer NozzleDM500 and DM550 Digital Mailing System Operating Guide Refer to Changing the Printhead and ChangProblems Adding Postage to Your Postage Meter 10 TroubleshootingSolution Display ProblemsDM500 and DM550 Digital Mailing System Operating Guide Weight on internal scaleWeighing Problems 10 TroubleshootingSolution Description11 Supplies and Options 11 Supplies and Options Sealing SolutionOrdering Supplies Consumables You Can OrderMoistener Kit Wiper Blade and Printhead Kits USPS Confirmation ServicesDM500 and DM550 Digital Mailing System Operating Guide URGENT Accessories You Can OrderAdvertisements and Inscriptions 11 Supplies and OptionsOrdering Permits for Your Mailing System USPS SuppliesDM500 and DM550 Digital Mailing System Operating Guide Page SV60890 Rev. G A GlossaryA Glossary DM500 and DM550 Digital Mailing System Operating Guide A Glossary DM500 and DM550 Digital Mailing System Operating Guide A Glossary Test Pattern DM500 and DM550 Digital Mailing System Operating GuidePage Appendix B - Operator Training Checklist Learning About Your System B Operator Training ChecklistDM500 and DM550 Digital Mailing System Operating Guide Basic OperationsB Operator Training Checklist Advanced OperationsDM500 and DM550 Digital Mailing System Operating Guide If You Need To Change Your System SetupB Operator Training Checklist If You Need To Change Your System Setup continuedDM500 and DM550 Digital Mailing System Operating Guide What You Need to Maintain Your SystemB Operator Training Checklist If You Have Problems with Your SystemSpecifications C SpecificationsEnvelope Dimensions ContentsSpecifications C SpecificationsSealing Method DM500 and DM550 Digital Mailing System Operating GuideC Specifications Mailing MaterialsSpecifications Minimum Envelope DimensionsMaximum DM500 and DM550 Digital Mailing System Operating GuidePage SV60890 Rev. G IndexIndex DM500 and DM550 Digital Mailing System Operating Guide Index DM500 and DM550 Digital Mailing System Operating Guide Index