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Business Manager update installation instructions

UPDATED: 24 June 2015

The latest package (Z697003 Version 065) contains the Carrier Class Fee (CCF) CD to update your Pitney Bowes Business Manager system with postal rates and classes effective May 31, 2015.

IMPORTANT:

  • Backup the databases before the installation of the class fee update to ensure no data is at risk during the update
  • Update the CCF files right before you process mail for the first time on May 31, 2015, or later to ensure Business Manager correctly reflects the new class structure in the reports.
  • The CCF files must be updated on the Business Manager Host PC and Client Host PCs. If the CCF files are not updated, reports, exports and Business Manager screens will not reflect the new class structure. There is no need to load the CCF files on Data Collector PCs or Administrative/Reporting workstations.
  • Review Job, Surcharge or Preset settings to see if they are affected by the new rate structure. You may need to reconfigure carrier, class, and fee surcharges. Refer to the Business Manager User Guide for more information.
  • Business Manager reports reflect the weight of the mail piece and weight breaks, but not the thickness, height, and width. The Weight Break Reports remain the same.

Important Steps for Connect+ Meter Clients:

If you have a Connect+ meter, follow the steps in the following section. If you do not have a Connect+ meter, skip ahead to Update the Carrier Class Fee (CCF) Files for Business Manager.

  1. From the Host or Master Host PC, insert the Pitney Bowes CD (P/N Z697003) into the CD drive
  2. Open Windows Explorer to view the files on the Carrier Class Fee CD (P/N Z697003)
  3. Double-click the RateChange.bat file.
  4. Navigate to C:\ and open the log file RateChange.txt

a. The log displays several lines confirming the database updates and batch file ran successfully. Skip to the next section, Update the Carrier Class Fee (CCF) Files for Business Manager.

b. NOTE: If there is no RateChange.txt file or it contains an error (for example, Login failed for user 'sa') continue to the next step.

  1. Copy RateChange.bat and RateChange.sql from the CD to the root of the C:\ drive
  2. If the SQL login used by Business Manager is not set to the default, edit RateChange.bat with the correct username and password. For assistance with this step, contact Pitney Bowes support or your IT department.
  3. Double-click RateChange.bat on C:\ and check the RateChange.txt log again. If there is no RateChange.txt file or it contains an error, contact Pitney Bowes support or your IT department for assistance.
  4. Continue to Update the Carrier Class Fee (CCF) Files for Business Manager (steps continue…)
     

Update the Carrier Class Fee (CCF) Files for Business Manager

  1. From the Host or Master Host PC, insert the Pitney Bowes CD (P/N Z697003) into the CD drive
  2. In the Business Manager Admin Module, select Parameters > Configuration > Carriers, Classes, and Fees > Import CCF Files. The Carriers / Class / Fee Import screen displays
  3. In the CCF File extension field, type 065. File extension field Browse button
  4. Click the Browse button next to the Path to CCF files Directory field

a. Navigate to the drive where the Pitney Bowes Carrier Class Fee CD is located. All the files present on the CD will not display.

b. Click OK

  1. Click the Confirm button at the bottom of the screen. The system imports the CCF files displayed in the Import processing box
  2. When the import is complete, the Data Import Succeeded message appears in the Import Processing section of the window. Click Close at the bottom of the screen.
  3. Remove the CD from the CD drive. The Carrier Class Fee update procedure is complete for the Business Manager Host PC.
  4. Repeat steps 1-7 at each additional Host PC.
    Note: If you have a Connect+ meter, repeat steps 1 - 6 in the Important Steps for Connect+ Meter Clients section for each additional Host PC.

Note: You may repeat the steps in the section Important Steps for Connect+ Meter Clients, or the instructions to Update the Carrier Class Fee (CCF) Files for Business Manager. The order in which you do these steps does not matter.