Download - BCC Post-Presort InstallationGuide - BCC Softwaredocs.satorisoftware.com/Monticello_Installation_Guide.pdfInstallationGuide | 6 InstallingBCC Post-PresortfortheFirstTime Thestepsonthefollowingpagescanhelpyougetstartedifyou'renewtoBCC

Satori Software® legacy product

BCC Post-Presort

Installation Guide

i

BCC Post-Presort Installation Guide

BCC Software, LLC75 Josons DriveRochester, NY 14623-3494https://www.bccsoftware.com ⇨

Copyright © 2021 BCC Software, LLC. All Rights Reserved.

This manual, as well as the software described in it, is furnished under license and may only beused or copied in accordance with the terms of such license. Except as permitted by suchlicense, no part of this publication may be reproduced, stored in a retrieval system, or trans-mitted, in any form or by any means, electronic, mechanical, recording, or otherwise, without theprior written permission of BCC Software, LLC. The information in this manual is furnished forinformational use only, is subject to change without notice, and should not be construed as acommitment by BCC Software, LLC. BCC Software, LLC assumes no responsibility or liability forany errors or inaccuracies that may appear in this publication.

To the extent the software of BCC Software, LLC described in this manual integrates dataproducts and software of the United States Postal Service, such as RDI, DPV®, LACSLink®, RDI®,NCOALink FSP®, NCOALink LSP® with ANKLink®, DSF2®, eLOT®, SuiteLink®, AIS Products, LabelingLists, National Zone Charts Matrix Product, and AMS API®, you agree to be bound by the terms ofthe license agreements between BCC Software, LLC and the United States Postal Service.

For a list of trademarks owned by BCC Software, LLC, a list of trademarks owned by the USPS,and additional legal information, please see the Copyrights & Trademarks page of theBCC Software web site: https://bccsoftware.com/copyrights-trademarks/ ⇨

Mail.dat® and Mail.XML™ are trademarks or registered trademarks of Delivery TechnologyAdvocacy Council (DTAC).

202104060325

https://www.bccsoftware.com/

https://bccsoftware.com/copyrights-trademarks/

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Contents

System Requirements 1Operating System 1Hardware & Connectivity Requirements for a Single-User (Standalone Computer) Installation 2Hardware & Connectivity Requirements for a Multi-User (Network) Installation 2Permissions 3Hard Drive Space 3

How to Use This Guide 5

Installing BCC Post-Presort for the First Time 6Standalone or Network Installation? 6Installing BCC Post-Presort 6Installing USPS Data Files 9Installing Free MAILdb and POSTAGEdb Add-Ons 10

Making Updates and Changes to Your BCC Post-Presort Installation 14Applying Product Updates 14Adding or Removing Licensed Companion Products 14Updating Your License Key 16

Network Installation 17Installing BCC Post-Presort on a Network 17Updating BCC Post-Presort on a Network 17

Getting Help and Support 19Help Options 19Support: Contact Us 20

Satori Software® legacy product

System RequirementsThe following are system requirements for installations of BCC Post-Presort, consisting ofMAILdb and its companion products. BCC Post-Presort can be installed on a standalone com-puter for a single user, or can be installed on a network for multiple users.

System requirements will vary depending on the specifics of your implementation. In general,performance will improve with a faster processor, more RAM, and more available hard drivespace. For help determining more precise recommendations, please contact BCC SoftwareSales.

Operating System

Environment Supported Platforms

Windows® Server (64-bit only) l Windows Server 2019

l Windows Server 2016

l Windows Server 2012 R2

Windows Desktop (64-bit only) l Windows 10

l Windows 8.1

.NET Framework l .NET Framework 4.5.2*

*During installation, the software will initiate the process of downloading the .NET Framework ifnot already present on your machine. (System requirements for .NET Framework are available athttps://docs.microsoft.com/en-us/dotnet/framework/get-started/system-requirements ⇨.)

Information about supported operating systems is provided for your convenience. However,BCC Software cannot control third-party vendor offerings. For authoritative information, contactthe provider of your operating system.

To ensure proper performance, run the same or a later version of the OS that BCC Softwarerecommends. Also, ensure that your operating system, runtime environments, and compilers areupdated to the recommendations of their respective vendors.

Installation Guide | 1Satori Software® legacy product

https://docs.microsoft.com/en-us/dotnet/framework/get-started/system-requirements

Installation Guide | 2

Hardware & Connectivity Requirements for a Single-User (StandaloneComputer) Installation

Standalone Computer

A standalone computer is a workstation that has BCC Post-Presort and data files installed locally.This computer can run BCC Post-Presort without relying on any other computer.

Component Minimum Recommended

CPU 2 GHz 3 GHz – Dual Core or better

RAM 3 GB 4 GB or more

Internet/networkaccess

None Internet access to enable downloading of product updates andupdated postal files

Hardware & Connectivity Requirements for a Multi-User (Network)Installation

Server Computer

The server computer is the computer that runs BCC Post-Presort and holds the data files that areaccessed by client computers.


CPU 3 GHz – Dual Core orbetter

3 GHz – Dual Core or better



Access to your com-pany's network

Internet access to enable downloading of productupdates and updated postal files

Client Computer

A client computer is a workstation that has BCC Post-Presort installed locally but accesses datafiles from a network location.


CPU 3 GHz 3 GHz – Dual Core or better



Access to your com-pany's network

Internet access to enable downloading of productupdates and updated postal files


Permissions

To install BCC Post-Presort, you must have read/write/delete permissions for the machine and loc-ation where you are installing the software. Your network administrator is responsible for settingthese permissions. The BCC Post-Presort installer does not set network access or user per-missions. If you encounter difficulties installing BCC Post-Presort due to permissions issues, pleasecontact your network administrator.

To use BCC Post-Presort, users must have read/write/delete permissions to any of the foldersnecessary to operate each application, as determined by the locations selected during installationof the software. The network administrator also must ensure that users have appropriate per-missions to write changes to the registry. MAILdb and its companion products use HKEY_CURRENT_USER and HKEY_LOCAL_MACHINE registry hives.

Hard Drive Space

Space requirements will vary depending on the specifics of your implementation and on the sizeand number of your mailing records. These requirements account for space to store and manageUSPS® data files, which are extremely large and which are updated on a recurring basis.

Use this information as a general guideline. Having more hard drive space available generallyimproves performance.

You can archive inactive jobs to significantly reduce space. For example, an active job that uses2.5 MB of space, if archived as inactive, will use approximately .25 MB.

MAILdb Space Requirements

Feature Space Requirement

MAILdb Applic-ation Size

255 MB (more than half occupied by the postal files)

Estimated Data-base Size

20 GB for a database with 100 active jobs, where each job contains one millionpieces

Minimum Drivespace

50 GB

NOTE Client installations require less drive space, as the data files arenot stored on the computer.

RecommendedDrive Space

100 GB

Companion-Product Space Requirements

Product Application Size

POSTAGEdb™ 75 MB


Product Application Size

ENTRYdb™ 20 MB

FASTdb™ 100 MB

PALLETdb™ 17 MB

TMS PALLETdb 12 MB

MARKITdb™ 12 MB

MAILdb Robot™ 4 MB


How to Use This Guidel If this is your first time installing the BCC Post-Presort software on a given network or stand-

alone machine, please follow the directions in the section immediately following this one,Installing BCC Post-Presort for the First Time.

l If you have previously installed BCC Post-Presort version 0.8.9.07 or later and simply want toupdate to a newer version, skip ahead to the section Installing an Update.

NOTE The BCC Post-Presort installation process changed significantly beginning withversion 0.8.9.07. If this is your first time installing a version later than 0.8.9.06, follow theinstructions for Installing BCC Post-Presort for the First Time. Do this even if MAILdb ver-sion 0.8.9.06 or earlier is already installed.

l If you want to add or remove one or more companion products (ENTRYdb, FASTdb, MAILdbRobot, MARKITdb, PALLETdb, POSTAGEdb, and/or TMS PALLETdb) to/from BCC Post-Presort,please proceed to the section Adding or Removing Licensed Companion Products.

l If you just need to register a new license key, see Updating Your License Key.


Installing BCC Post-Presort for the First TimeThe steps on the following pages can help you get started if you're new to BCC Post-Presort,upgrading to a version higher than 8.9.06 for the first time, or installing the software on a new stan-dalone workstation or network.

Standalone or Network Installation?

BCC Post-Presort can be installed on a standalone workstation or on a network file server. The soft-ware is designed to be fully network capable.

The information in the following table can assist you in deciding which type of installation bestmeets your business needs.

Name Description

Standalone All software, databases and data files are installed on a standalone workstation. Onlyusers with permissions for the workstation can access the software, databases anddata files.

Network All software, databases and data files are installed in a central location (most com-monly on a network drive). One or more workstations can access the centrally locatedapplications and can process any jobs within the shared databases. Locking featureswill prevent certain functions (such as editing) from being performed simultaneouslyon the same job.

l If you are doing a standalone installation, please continue to the next section, InstallingBCC Post-Presort.

l If you are installing on a network, please review the section Installing BCC Post-Presort on aNetwork.

NOTE The FASTdb Appointment database has a fixed name and location that cannot bechanged (unlike MAILdb, which can have multiple databases in multiple locations). Therefore, ifat all possible, FASTdb should be installed on a network drive. If FASTdb is installed in multiplelocations, then there will be multiple Appointment databases, which is likely to cause problems.

Installing BCC Post-Presort

Part I: Download the Software and Get Your License Key

1. Log in to the BCC Software Customer Portal ⇨.

2. Download the software. Select My Profile in the main menu of the portal, then select MyProduct Downloads in the left navigation bar. You’ll see a list of the products your organ-ization has licensed. Scroll down to BCC Post-Presort and click the Download button for theBCC Post-Presort installation (.exe) file.

3. Get your license key.

https://portal.bccsoftware.com/default.aspx


IMPORTANT You will need a new license key the first time you install BCC Post-Pre-sort version 8.9.07 or later, even if an earlier version of MAILdb was installed.

Select My Profile in the main menu of the portal, then select My Products and Keys in theleft navigation bar. Find the license key listed for Post Presort (MAILdb). This is a text stringthat may include numbers, letters, and special characters. Copy the string to your computerclipboard, or write it down. You will need it later in the installation process.

Part II: Run the Installer

4. From your computer desktop, double-click the BCC Post-Presort .exe file and followthe on-screen prompts.

A. On the License Key page, you can enter your license key. In the first blank field,paste or type the text string you captured in step 3 above, then click Add. Youwill see a list of the products licensed to your organization.

B. The Select Products page displays a list that includes MAILdb, plus all the com-panion products your organization has licensed. By default, all listed productsare selected for installation. If you do not wish to install one or more of the com-panion products, select the check box to clear it, and that product will not beinstalled.

C. On the Installation Options page, you have two choices:l Install all products to the same location (recommended). This is the

default. If you select this option, the following page, Choose DestinationLocation, will show just one location, where all Post-Presort products willbe installed.

l Allow me to specify different locations for each product. If you select thisoption, the following page, Choose Destination Locations, will show onelocation per product, enabling you to select different locations to install dif-ferent Post-Presort products.

D. On the Choose Destination Location(s) page, the default installation location(s)are displayed—either one location for all products, or one location for eachlicensed product, depending on your selection in the previous step.If you wish to install in a location other than what is shown here, click Changeand navigate to the location of your choice.

l If Post-Presort has never been installed on this system before, the defaultinstallation location is C:\BCC Post Presort.

l If Post-Presort was previously installed on this system, the installer defaultsto the prior installation location. However, if the installer cannot determinethat location, it defaults to C:\BCC Post Presort.

IMPORTANT If you are updating from an earlier version of Post-Pre-sort, pay close attention to the installation location shown for MAILdband for each companion product. If this location is not the same onewhere the product was installed before, Post-Presort will get installedin a new location—possibly not where you intended.


NOTE If multiple destination locations are listed (one for each product):l Be sure to review the installation location for each product, and change

it if desired.

l If you click the Change button and then change the parent folder of theinstallation (for example, from C:\Monticello\MAILdb toC:\PostPresort\MAILdb), a dialog box will appear, asking if youwant the other products to be installed to that folder as well. If youselect Yes, the install location for each product now appears modified tomatch (so for our example above, you might now see C:\PostPre-sort\ENTRYdb, C:\PostPresort\PALLETdb, and so on). If youselect No, the installation location changes only for the product you aremodifying.This prompt appears only for the first product whose installation locationyou modify; it will not appear a second time if you subsequently clickthe Change button for a different product.

CAUTION If you want to install to a network location, make sure that net-work location is mapped to a drive on your local machine before installingBCC Post-Presort. During installation, choose the mapped drive (forexample, E:\directory) rather than the Universal Naming Convention(UNC) path (for example, \\server-name\directory) as the install-ation location.If you install the software to a network location represented by a UNC, youwill receive an error message if you attempt to launch the software from theWindows Start menu.

TIP If you have already installed the software to a location rep-resented by a UNC path, you can resolve the error by mapping the net-work location to a drive (if not done previously) and then editing theProperties of the Start menu shortcut so that the path is representedwith a mapped drive address rather than a UNC path. The shortcut foreach BCC Post-Presort product can be found in the location you selec-ted during installation; by default it is placed in C:\Pro-gramData\Microsoft\Windows\StartMenu\Programs\BCC-Post-Presort\Product Name.

E. On the Select Program Folder page, the default location of the program folderand application shortcuts is displayed. If you wish to place the program folderand application shortcuts elsewhere, type or select the name of the desiredfolder.

NOTEl In Windows 10 Apps & features, the name of this folder will appear in

brackets after the application name (for example, BCC Post-Presort[BCC Post-Presort] or BCC Post-Presort [Monticello].

l Each folder can hold only one installation of Post-Presort, so if you laterdecide to create a second, separate installation of Post-Presort on thissame system, you will need to give the folder a different name.

After Installation

Once BCC Post-Presort is installed, you need to add USPS Data Files.


Optionally, you can also install free MAILdb and POSTAGEdb add-ons that are not part of the mainBCC Post-Presort installation: MAILdb QE, the Remote Label Printer, the Report Viewer and/or thePOSTAGEdb Statement Viewer.

Installing USPS Data Files

MAILdb requires updated Labeling List, City-State, Drop Ship, and Zone Map information files,maintained by the US Postal Service. Current USPS postal data files are available to licensed usersof BCC Post-Presort from the BCC Software customer portal.

BCC Software provides updated USPS postal data files at least once a month. When updates areavailable, the designated contact person at your organization will receive a notice via email, point-ing you to the location where you can download the updated files.

NOTE When installing USPS information files on a network installation, you can perform theinstallation from any workstation on the network. There is no need to repeat these steps fromeach workstation.

Prerequisites

Before you begin you will need the following:

l MAILdb installed on the workstation.

l The BCCPostPresortMAILdb-MonthYear-USPSData.zip file from BCC Software (forexample, BCCPostPresortMAILdb-Aug2020-USPSData.zip).

You can retrieve this file from the BCC Software Customer Portal ⇨ by logging in, selectingMyProfile and then My Product Downloads, scrolling down to BCC Post-Presort and clicking theDownload link for the current USPS Data .zip file.

TIP Links for data files from the three previous months are provided in the USPS Datarelease notes, which are also available on the My Product Downloads page of the portal, ina file named BCCPostPresortMAILdb-MonthYear-USPSData-ReleaseNotes.pdf (for example, BCCPostPresortMAILdb-Aug2020-USPSData-ReleaseNotes.pdf).

Install Your USPS Data Files

1. Open MAILdb. From the Control Center open the Maintenance menu, point to USPSInformation and click Add Postal Files.

2. The Install Postal Files screen opens; click OK to continue.

3. The Post Presort USPS Data Distribution Zip File window opens. Navigate to the loc-ation where you saved your BCCPostPresortMAILdb-MonthYear-USPSData.zip file.

4. Select the .zip file, and then click Open.

5. When your files have finished installing, the Postal Files Installed screen opens. ClickOK to continue.

Your USPS data files are now stored in MAILdb and ready to use.



Installing Free MAILdb and POSTAGEdb Add-Ons

The add-ons that are included free of charge with MAILdb and POSTAGEdb—MAILdb QE, theRemote Label Printer, the Report Viewer, and the POSTAGEdb Statement Viewer—are not part ofthe BCC Post-Presort installer. (Typically these add-ons are used at workstations where MAILdb isnot installed.)

Each of these add-ons has its own installer and will have a separate entry in Apps & features onWindows 10.

The MAILdb add-ons are:

l MAILdb QE

l Remote Label Printer

l Report Viewer

The POSTAGEdb add-on is:

l POSTAGEdb Statement Viewer

Installing MAILdb QE

MAILdb QE is included free of charge with your MAILdb license. It brings you the most-used func-tions of MAILdb in a simpler interface—enabling users to quickly and easily make changes to mail-ing jobs.

MAILdb QE may be a good choice for colleagues who need to occasionally update your Mail.datfiles, but who are not the primary MAILdb users at your site.

NOTE You do not need to have any other Post-Presort software installed on the computer thatwill be running MAILdb QE.

To install MAILdb QE

1. Locate the file MQEnnnnn.exe (where nnnnn represents the latest BCC Post-Presort releasenumber) in your MAILdb directory.

TIPl By default, the MAILdb directory is C:\BCC Post Presort\MAILdb. (If your first

installation of MAILdb occurred prior to August 2020 and was version 0.8.9.06 orearlier, your MAILdb directory may be C:\Monticello Software\MAILdb.)

l If there is more than one MQEnnnnn.exe file, choose the one with the highest num-ber.

2. Copy MQEnnnnn.exe to a temporary directory in a location that can be accessed from thecomputer where you want to install MAILdb QE.

3. Launch MQEnnnnn.exe from the computer where you want to install MAILdb QE.

4. Follow the installation instructions on the screen. You may be asked to locate a MAILdb data-base. (The default database is named MAILdb.mdb and is located in the folder C:\BCC


Post-Presort\MAILdb\DB; however, you may want your MAILdb QE users to access ashared database in a server location instead.)

5. After installation is complete, you can safely delete the temporary directory.

TIP It's a good idea to save the MQEnnnnn.exe file in the MAILdb directory for futureuse.

Distribution Rights

As a licensed user of MAILdb, you are authorized to install MAILdb QE on any number of com-puters at your own site.

Installing the Remote Label Printer

The Remote Label Printer is included free with each MAILdb license. Install the Remote LabelPrinter on any computer whose users need to print mailing labels without using the full MAILdbapplication.

NOTE You do not need to have any other Post-Presort software installed on the computer thatwill be running the Remote Label Printer.

To install the Remote Label Printer:

1. Locate the file RLPnnnnn.exe (where nnnnn represents the latest Remote Label Printerrelease number) in your MAILdb directory.

TIPl By default, the MAILdb directory is C:\BCC Post Presort\MAILdb.l If there is more than one RLPnnnnn.exe file, choose the one with the highest num-

ber.

2. Copy RLPnnnnn.exe to a temporary directory in a location that can be accessed from thecomputer where you want to install the Remote Label Printer.

3. Launch RLPnnnnn.exe from the computer where you want to install the Remote LabelPrinter.

4. Follow the installation instructions on the screen.


TIP It's a good idea to save the RLPnnnnn.exe file in the MAILdb directory for futureuse.

Distribution Rights

As a licensed user of MAILdb, you are authorized to install the Remote Label Printer on any num-ber of computers at your own site. If your MAILdb license agreement includes the right to dis-tribute the Remote Label Printer, you may distribute the RLPnnnnn.exe file to any number ofadditional sites.

Installing the Report Viewer

The Report Viewer is included free with each MAILdb license. Install the Report Viewer on anycomputer whose users need to view and print mailing reports without using the full MAILdb


application.

NOTE You do not need to have any other Post-Presort software installed on the computer thatwill be running the Report Viewer.

To install the Report Viewer:

1. Locate the file RPVnnnnn.exe (where nnnnn represents the latest BCC Post-Presort releasenumber) in your MAILdb directory.

TIPl By default, the MAILdb directory is C:\BCC Post Presort\MAILdb.l If there is more than one RPVnnnnn.exe file, choose the one with the highest num-

ber.

2. Copy RPVnnnnn.exe to a temporary directory in a location that can be accessed from thecomputer where you want to install the Report Viewer.

3. Launch RPVnnnnn.exe from the computer where you want to install the Report Viewer.



TIP It's a good idea to save the RPVnnnnn.exe file in the MAILdb directory for futureuse.

Distribution Rights

As a licensed user of MAILdb, you are authorized to install the Report Viewer on any number ofcomputers at your own site. If your MAILdb license agreement includes the right to distribute theReport Viewer, you may distribute the RPVnnnn.exe file to any number of additional sites.

Installing the POSTAGEdb Statement Viewer

The POSTAGEdb Statement Viewer is included free with each POSTAGEdb license. Install theStatement Viewer on any computer whose users need to view, save as PDF, and/or print PostageStatements, but on which POSTAGEdb is not installed.

To install the POSTAGEdb Statement Viewer:

1. Locate the file STVnnnnn.exe (where nnnnn represents the most current BCC Post-Presortrelease number) in your POSTAGEdb directory.

TIPl By default, the POSTAGEdb directory is C:\Monticello Soft-ware\POSTAGEdb).

l If there is more than one STVnnnnn.exe file, choose the one with the highest num-ber.

2. Copy STVnnnnn.exe to a temporary directory in a location that can be accessed from thecomputer where you want to install the Statement Viewer.

3. Launch STVnnnnn.exe from the computer where you want to install the Statement Viewer.




TIP It's a good idea to save the STVnnnnn.exe file in the POSTAGEdb directory forfuture use.

Distribution Rights

As a licensed user of POSTAGEdb, you are authorized to install the Statement Viewer on any num-ber of computers at your own site. If your POSTAGEdb license agreement includes the right to dis-tribute the Statement Viewer, you may distribute the STVnnnn.exe file to any number ofadditional sites.


Making Updates and Changes to Your BCC Post-PresortInstallation

Applying Product Updates

Installing an Update

When a new version of BCC Post-Presort is available, the designated contact person at your organ-ization will receive an email notification from BCC Software. Some updates are optional; others arerequired. Release notes will clarify whether installation is mandatory or optional. Please consultthe release notes to determine whether or not your organization should install the upgrade; theyare available on the My Product Downloads page of the BCC Software customer portal.

To install an update


2. Download the software and release notes. Select My Profile in the main menu of the portal,then select My Product Downloads in the left navigation bar. You’ll see a list of the productsyour organization has licensed. Scroll down to BCC Post-Presort. Click the Download buttonfor the BCC Post-Presort installation (.exe) file. Then click the Download button for therelease notes.

3. IMPORTANT Ensure that all BCC Post-Presort applications are closed. If any BCC Post-Presort application is running, the installation will not be successful.

4. From your computer desktop, double-click the BCC Post-Presort.exe file and follow the on-screen prompts.

l On the Existing Installed Instances Detected dialog box, the default is to Install a newinstance of this application. However, it's usually a better choice to update the existinginstance of the software, rather than creating a new one, so that you can preserve yoursettings. Select Maintain or update the instance of this application selected below toupdate your current installation.

l On the Welcome dialog box, choose to Update the software.

Adding or Removing Licensed Companion Products

The BCC Post-Presort installer encompasses not only MAILdb but all licensed companionproducts1, such as ENTRYdb, FASTdb, MAILdb Robot, MARKITdb, PALLETdb, POSTAGEdb, andTMS PALLETdb. You no longer need to run a separate installer for each companion product; youcan install or update everything in a single process, following the directions in Installing BCC Post-Presort or Applying Product Updates.

1 The add-ons that are included free of charge with MAILdb and POSTAGEdb—MAILdb QE, theRemote Label Printer, the Report Viewer, and the POSTAGEdb Statement Viewer—are not part ofthe BCC Post-Presort installer. (Typically these add-ons are used at workstations where MAILdb isnot installed.) For details, see Installing Free MAILdb and POSTAGEdb Add-Ons.



However, there may be times when you want to add or remove a companion product—forexample, if your organization recently licensed a companion product for the first time.

To Add or Remove a Licensed Companion Product




l On the Existing Installed Instances Detected dialog box, the default is to Install a newinstance of this application. However, it's usually a better choice to update the existinginstance of the software, rather than creating a new one, so that you can preserve yoursettings. Select the check box Maintain or update the instance of this application selec-ted below to update your current installation.

l On the Welcome dialog box, choose toModify the software.

l On the License Key dialog box, if you see all the products you have licensed, you cansimply click Next. If your newly licensed product is missing from the list, you may needto update your license key.

l On the Select Products dialog box, a check appears next to each product that is cur-rently installed.

l To add a companion product, select the check box next to its name.

l To remove a companion product, clear the check box next to its name.

NOTE The removal applies only to this instance of the Post-Presort installer.If there is another instance of the installer on this system, with the installationin the same location, the companion product may remain installed.

l For products that you are neither adding nor removing, leave the check boxes asthey are.

l When you are finished with this dialog box, there should be a check next to all theproducts you want to have on this computer, and an empty check box next to theproducts you do not want.

l When you click Next, if you have deselected a product, you will be asked to con-firm that you wish to remove it.

CAUTION This will completely uninstall the product. This cannot be undone.

l On the Choose Destination Locations dialog box, the default installation location foreach new companion product is displayed. If you wish to install elsewhere, clickChange and navigate to the location of your choice. Do this for each application youwant to relocate.



Updating Your License Key

To update your license key



3. Get your license key. Select My Profile in the main menu of the portal, then select MyProducts and Keys in the left navigation bar. Find the license key listed for BCC Post-Presort.This is a text string that may include numbers, letters, and special characters. Copy the stringto your computer clipboard, or write it down. You will need it later in the installation process.


l On the Existing Installed Instances Detected dialog box, the default is to Install a newinstance of this application. However, it's usually a better choice to update the existinginstance of the software, rather than creating a new one, so that you can preserve yoursettings. Select Maintain or update the instance of this application selected below toupdate your current installation.

l On the Welcome dialog box, choose toModify the software.

l On the License Key dialog box, enter the new license key. In the first blank field, pasteor type the text string you captured in step 3 above, then click Add.

l On the Select Products dialog box, a check appears next to each product that is cur-rently installed. If your new key includes more or fewer companion products than yourold key did, the following information may be relevant:

l To add a companion product, select the check box next to its name.

l When you click Next, if your new license includes fewer products than your oldlicense did, you will be asked to confirm the removal.



Network InstallationIf you have opted for a network installation, please see the notes below regarding first-time install-ation and subsequent updates.

Installing BCC Post-Presort on a Network

The following information describes an initial network installation.

To install your software in a network environment, you must choose a single location (directory) onthe network drive where you want BCC Post-Presort and its related databases to reside. Once a loc-ation has been designated, the software must be installed on each workstation that will access thesystem, one at a time, to the same directory.

Using the same directory will ensure that every workstation is using the same version of the soft-ware and operating on the same databases.

IMPORTANT You must perform the software installation from each workstation in order toensure that important system files (DLLs, etc.) are available to each user and that the programshortcuts are created with the correct information.

NOTE In a network installation, you can install a companion product to a workstation thatdoes not contain MAILdb, as long as MAILdb is installed elsewhere on the network.

Aside from the modifications mentioned above, you can install BCC Post-Presort following theinstructions in the section Installing BCC Post-Presort.

Updating BCC Post-Presort on a Network

To update your products in a network environment, just one networked device (workstation orserver) must install the new software. The software must be installed to the same designated dir-ectory used during the initial installation. When any subsequent workstation executes the soft-ware, the user will be notified that an update is needed. A message will display, offering animmediate automatic software update, or allowing the user to quit and exit. These updates typ-ically finish very quickly and will not require user input.

Aside from the modifications mentioned above, you can update BCC Post-Presort following theinstructions in the section Applying Product Updates.


NOTE A client workstation on which the BCC Post-Presort installer version 8.9.07 or later hasnever been run will retain entries for the older, standalone installers in Windows 10 Apps & fea-tures, rather than having a single entry for BCC Post-Presort (as it would if the newer installerwere run on the workstation). For example, if the organization has licensed MAILdb, ENTRYdb,and POSTAGEdb, the client workstation would show three separate entries in Windows 10 Apps& features—one for MAILdb, one for ENTRYdb, and one for POSTAGEdb. These entries will dis-play the older installer's version number and date. Old shortcuts will also persist. However, theclient workstation will get an update message when the server is updated with the latest soft-ware, and the software on the client station will be updated to the latest version. (You canverify this by launching MAILdb, or a companion product, and checking the software versionnumber displayed at the top of the Control Center.)

If you want to run the new installer on the client workstations to "clean up" the old stand-aloneinstallers and consolidate to the new BCC Post-Presort Apps & features entry, you can do that.There will be no functional difference in the applications either way.

NOTE On rare occasions (for example, a major mail.dat version change), the automaticworkstation update may not be supported. If this happens, you will be notified, and it will benecessary to install the software from each workstation as if you were doing an initial install-ation.


Getting Help and SupportChoose among self-help options, or contact BCC Customer Support.

Help Options

Integrated Help

BCC Post-Presort has integrated help. From within the software, use the Helpmenu or press F1.

Tutorials

View a previously recorded training session at your convenience:https://www.gotostage.com/channel/bccsoftware-mm ⇨

User Guides

BCC Post-Presort includes complete documentation.

l Not sure you've got the latest guide? You can always find the current version of the user guide,plus other supporting documentation, in the Manuals & Quick Guides section of the BCCCustomer Portal:https://portal.bccsoftware.com/Support/techManuals.aspx ⇨.

l Release notes are posted alongside each software version on the Product Downloads page:https://portal.bccsoftware.com/profile/productdownloads.aspx ⇨.

Knowledge Base

Read tips, tricks, and best practices for using our products. The BCC Software Knowledge Base issearchable by keyword, product, or both:https://portal.bccsoftware.com/support/knowledgebase.aspx ⇨.

User Forum

Join the dialogue with our experts and your mailing-industry colleagues on the BCC Software UserForum:https://portal.bccsoftware.com/forum/ ⇨.

General and product-specific boards hold information on the latest regulations, solutions toproblems, and answers to specific questions.

https://www.gotostage.com/channel/bccsoftware-mm

https://portal.bccsoftware.com/Support/techManuals.aspx

https://portal.bccsoftware.com/profile/productdownloads.aspx

https://portal.bccsoftware.com/support/knowledgebase.aspx

https://portal.bccsoftware.com/forum/


Support: Contact Us

Technical support is included with your BCC Post-Presort license. There are several ways to reacha support technician:

l Online. Open a support case at https://portal.bccsoftware.com/support/contactSupport.aspx ⇨.

l Email: [email protected] ⇨.

l Phone: 800-624-5234.

https://portal.bccsoftware.com/support/contactSupport.aspx

mailto:[email protected]

Download - BCC Post-Presort InstallationGuide - BCC Softwaredocs.satorisoftware.com/Monticello_Installation_Guide.pdfInstallationGuide | 6 InstallingBCC Post-PresortfortheFirstTime Thestepsonthefollowingpagescanhelpyougetstartedifyou'renewtoBCC

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