Installation Instructions

Installing and Configuring SureTrac™ Process

Verification Server and the Client (Mail Creation Print
Manager) Applications Page 1 of 52

What is covered in these instructions:

Section Title Description

1 Before you Begin the This contains a checklist of the PC hardware require-
SureTrac™ Server ments and the operating system components that are
Installation. required in order to complete the server application. You
(Page 3) must complete this checklist before starting the installa-
tion process.
2 Optional - Installing the You can install a SureTrac™ simulator to assist in dem-
SureTrac™ Simulator onstrating how the server and client applications work
(Page 7) together to create finished mail pieces. This is recom-
mended.
3 Installing SureTrac™ Server This describes how to install and configure the
Application SureTrac™ Server application.
(Page 8)

4 Before you Begin the This contains a checklist of the PC hardware require-
SureTrac™ Client ments and the operating system components that are
Installation. required in order to complete the SureTrac™ Client (Mail
(Page 36) Creation Print Manager) application. You must complete
this checklist before starting the installation process.

5 Installing the SureTrac™ This describes how to install and configure the
Client SureTrac™ Client (Mail Creation Print Manager)
(Page 37) application.

6 Installing the Reports This describes how to install the Reports module. This
Module must be installed on the same PC as the SureTrac™
(Page 45) Server Application.

7 Uninstalling the Applications Refer to this section if for any reason you need to unin-
(Page 50) stall the SureTrac™ Process Verification Server and Cli-
ent applications.

This document is a publication of Pitney Bowes. The use of this information by the recipient or others for purposes other than the repair,
adjustment or operation of Pitney Bowes equipment may constitute an infringement of patent and/or other intellectual property rights of Pitney
Bowes or others. Pitney Bowes assumes no responsibility for any such use of the information. Except as provided in writing, duly signed
by an officer of Pitney Bowes, no license, either express or implied, under any Pitney Bowes or any third party’s patent, copyright, or other
intellectual property rights is granted by providing this information.
SV61421 Rev. A 6/05 ©2005 Pitney Bowes Inc. 1 Elmcroft Road Stamford, CT 06926-0700
Installing and Configuring SureTrac™ Process Verification Applications

What is NOT covered in these instructions:

Procedures for using the SureTrac™ Server and Client (Mail Creation Print Manager) modules.
• For SureTrac™ Server modules, refer to the ServerHelp.chm file provided withSureTrac™ Pro-
cess Verification Server or refer to the SureTrac™ Process Verification Administrator Guide,
SV61484.
• For SureTrac™ Client modules (Mail Creation Print Manager), click on the Help button within
each module to get information on that particular module. The screen below shows the Docu-
ment Break module. To get information, click on the Help button at the bottom of the screen.

Click on Help to get information on the

Mail Creation Print Manager Module

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Installation Instructions

1 Before You Begin the SureTrac™ Server Installation

The SureTrac™ Server installation program will check and ask you for several pieces of information
during the installation. Verify that the PC meets the hardware and software requirements and gather
the information listed in this section.

Check PC Hardware and Software Requirements

Verify that the PC meets these hardware and software requirements.

NOTE: If the customer has purchased the optional Pitney Bowes SureTrac™ Process Verification PC, refer
to Appendix E for specifications and settings.

Hardware
Processor: 2 GHz minimum, Pentium 4 3.2 GHz or equivalent is recom-
mended
Memory: 512 MB RAM minimum, 1 GB recommended
Available Disk Space: 10 GB minimum
Network Card: Ethernet, 100 Mb/sec; a second network card is recommend-
ed if the SureTrac™ server will be configured as a bridge
between the public and private networks.
Software
Operating System: Windows XP, SP2
Other Software: Microsoft .NET Framework 1.1 and Service Pack 1♦
Microsoft Message Queuing Service♦♦
Microsoft XML 4.0♦

♦ Check in Add or Remove Programs. The program should appear in the list of installed programs.
To see the list of installed programs, select Start > Settings > Control Panel > Add or Remove
Programs. These items are available on the distribution CD.
♦♦ Check in Add/Remove Windows Components. To see the installed Windows Components , se-
lect Start > Settings > Control Panel > Add or Remove Programs. Click on the Add/Remove
Windows Components button on the left panel. Scroll down and verify that there is a check
mark in check box in front of Message Queuing. Press Cancel to exit.

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Installing and Configuring SureTrac™ Process Verification Applications

Determine SureTrac™ Process Verification Server Installation Location

Fill in the information in this table.

Install the SureTrac™ Server in this _____________________________________________

folder:
(Default location is: C:\Program Files\
Pitney Bowes\SureTrac\)

Obtain MSDE/SQL Server Information

Fill in the information in this table.

SQL system administrator user ID: _______________________________________

(usually sa)
SQL system administrator password:
(usually pbpb if the SureTrac™ Server _______________________________________
install program has to install MSDE)
SQL server name: _______________________________________
(usually the PC's network name)

Obtain the SQL Server Ports

Fill in the information in this table.
SureTrac™ Port used by SureTrac™ Clients: (5002)♦
SureTrac™ Port used by Direct Connect to communicate with inserter # 1 (3050)♦
SureTrac™ Port used by Direct Connect to communicate with inserter # 2 (3051)♦
SureTrac™ Port used by Direct Connect to communicate with inserter # 3 (3052)♦
SureTrac™ Port used by Reconcile Mail Pieces Application (3053)♦

♦ The default values are shown here. Under normal circumstances, you should leave the default
values specified by the installation program. If for any reason you must use other ports, verify
that:
a. The alternate ports are free.
You can do this by running the netstat –nap TCP in a DOS Command box. This command
will display the connections in the format [IP]:[Port]. If the port you wish to use is listed, then
you cannot use that port and you must select another port.
b. The alternate ports are greater than 1024.
The SureTrac™ Server installation program will display an error message if the port number
is 1024 or less.

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Installation Instructions

Inserter Machine Information

Fill in the information in this table.

Inserter # 1
Machine Name: ________________________________
Serial Number: ________________________________
DNS Name or IP Address: ________________________________♦
Port to use on Inserter: ________________________________♦
Secure Job Setting? Y/N ♦♦

Inserter # 2
Machine Name: ________________________________
Serial Number: ________________________________
DNS Name or IP Address: ________________________________♦
Port to use on Inserter: ________________________________♦
Secure Job Setting? Y/N ♦♦

Inserter # 3
Machine Name: ________________________________
Serial Number: ________________________________
DNS Name or IP Address: ________________________________♦
Port to use on Inserter: ________________________________♦
Secure Job Setting? Y/N ♦♦

♦ You can obtain this information from the User Interface Module on the inserter machine. Select
Menu, Tools, Configure System, then Network Setup.
♦♦ Determine whether you want to denote the inserter as a secure machine and limit the number of
operators who can process mail on it. At the end of the SureTrac™ server installation, you are
prompted to define the inserters that are connected to the SureTrac™ server. During that pro-
cess, you specify whether or not the server will be secure.

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Installing and Configuring SureTrac™ Process Verification Applications

Create a Shared folder for Mail Run

Data Files
1. Open My Computer. Click on
Tools > Folder options. Click on the View
tab and scroll to the bottom of the list.
2. Make sure the box in front of Use simple
file sharing is unchecked. Click Apply
then Ok.
3. Create a new folder, for example, MRDFS
in the root directory (C:\MRDFS).
4. Right-click on the folder and select Prop-
erties. Click on the Sharing tab. The
screen shown at the right opens.
5. Click on the Share this folder option but-
ton.

6. Click on the Permissions button and make sure the permissions are as shown here.

IMPORTANT!: Record the path to this folder in the

UNC format. You will need this path when you install
the SureTrac™ server application. For example, if
the name of the server running the SureTrac server
application is PB-W546, the UNC path to this folder
is:
\\PB-W546\MRDFS

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Installation Instructions

2 Optional - Installing the SureTrac™ Simulator

This is an optional program that will allow you to test creating a job using the SureTrac™ Client (Mail
Creation Print Manager) and then running a closed loop job using the SureTrac™ Server modules.

1. Load the Simulator CD.

2. Click on setup.exe and the Simulator Welcome screen appears.
3. Click Next and accept all of the defaults.
4. Click Finish.
5. Create a shortcut on the desktop.
6. Locate the files, JobDef.JOB and ScanDef.sdf on the distribution CD and copy these files to the
SureTrac (Sebring) Simulator folder typically located in:
C:\Program Files\Pitney Bowes\
You need to copy these files in order to run jobs on the simulator.

How to use the Simulator

Instructions for running a job on the simulator are contained in Appendix C. You must complete the
SureTrac Server and Client installations before running the simulator.

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Installing and Configuring SureTrac™ Process Verification Applications

3 Installing the SureTrac™ Server Application

The SureTrac™ Server installation program verifies that two software packages are installed on the
target computer: Microsoft SQL Server Desktop Engine (MSDE) 2000 (Part 1) and the Pitney Bowes
Distribution Solutions (PBDS) Base Framework and Services (Part 2). If the installation program
does not detect these packages, it will install them. These instructions assume that the target PC
does not have these installed. Once these two packages are loaded, the SureTrac™ Server installa-
tion programs loads the actual SureTrac™ Server software (Part 3). As soon as the server programs
are loaded, you need to add the Direct Connect executables to the Windows Firewall Exception list
(Part 4).

Follow the steps exactly the order presented here.

Part 1 - Microsoft SQL Server Desktop Engine (MSDE) 2000 Installation

1. Open the folder on the distribution CD that contains the setup.exe file for server setup and
double-click on the file. The installation wizard runs and checks to see if MSDE and PBDS are
present. This may take a few minutes.
2. This installation assumes the PC on which you are installing server does not have MSDE or
SQL Server installed. The following prompt appears:

3. Click Yes and the installation program installs both of these applications, beginning with the
MSDE application ("Installing MSDE 2000, Please wait ..." appears).
4. The installer will install the MSDE application and configure it for remote connection. If MSDE
or SQL Server is already installed you should verify that it is configured for remote connection.
Refer to Appendix D in this guide for instructions.
5. At the end of the MSDE installation, the SureTrac™ server will attempt to start the two MSSQL
services: SQL Server and SQL Server Agent.
If it is unable to start these services, the following screen appears. DO NOT CLICK OK.

DO NOT CLICK OK!

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Installation Instructions

6. DO NOT CLICK OK at this point. You must start these services first. To start the services:
a. Select Start > Settings > Control Panel. If this opens in the "Pick a category" view, click
on Switch to Classic View.
b. Double-click on Administrative Tools and then double-click on Services.
c. Locate MSSQLSERVER in the "Name" column. Right-click on MSSQLSERVER and select
Properties.
d. In the "Startup type:" list box, select Automatic from the drop-down list. Click on the Start
button. A message appears telling you that Windows is attempting to start the services.
e. Click OK to close the "Properties" screen.
f. Repeat steps c. through e. for SQLSERVERAGENT.
g. Close the "Services" screen.
h. Close the "Administrative Tools" screen.
7. When you close the "Administrative Tools" screen, the "SureTrac Process Verification - Server
- InstallShield Wizard" message is still present on the desktop. DO NOT CLICK OK yet. Go to
step 8.

DO NOT CLICK OK!

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8. If the target computer has been configured to use the Windows Firewall (as part of the Service
Pack 2 security update), you need to configure the firewall to allow for SQL server communica-
tion with SureTrac™ Clients and inserter machines. Follow the steps here:
a. Select Start > Settings > Control Panel.
b. Double-click on Security Center and the "Security Center" screen opens.
c. Click on Windows Firewall in the "Manage security settings for:" This opens the "Windows
Firewall" screen shown here.

d. Make sure the option button for On (recommended) is checked.

e. Click on the Exceptions tab. This displays a list of the programs and services that are not
blocked as shown in the next screen.

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Installation Instructions

f. Click on Add Program and add the executable, sqlservr.exe. Click on the Browse button
and go to the folder:
C:\Program Files > Microsoft SQL Server > MSSQL > Binn.
g. Click on and select sqlservr.exe and click Open and then OK. The sqlservr.exe should ap-
pear in the Exceptions tab screen with a check mark in the box in front of it.
h. Click OK to save the changes and close the Windows Firewall application.
9. When you close the Windows Firewall application, the "SureTrac Process Verification - Server
- InstallShield Wizard" message shown below is still present on the desktop.

10. You can now click OK.

11. As soon as you click OK, the install program notifies you that it is installing the PBDS Frame-
works and launches the PBDS Framework installation screen. Proceed to Part 2 - Pitney Bowes
Distributes Solutions (PBDS) Base Framework Installation next.

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Installing and Configuring SureTrac™ Process Verification Applications

Part 2 - Pitney Bowes Distributed Solutions (PBDS) Base Framework

Installation

1. At the PBDS Framework installation window, click Next to begin the installation. You will be
prompted to enter the user and company name and designate who will be allowed to use this
application.

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Installation Instructions

2. Enter the customer's name and the name of the company. Click on the option button for Any-
one who uses this computer (All).
3. Click Next and you are prompted to enter the location where you went to install the application.

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4. Accept the default location and click Next. You are prompted to select the type of installation.

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Installation Instructions

5. Select the option button for Complete PBDS. Click Next and you are prompted to select the
type of Distributed Component Communications.

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6. Select the option button for COM+. Click Next and you are prompted to set the Database Instal-
lation Preferences.

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Installation Instructions

7. Fill in the text boxes with the following information:

SQL Server Admin ID
Refer to the checklist in the Before You Begin the SureTrac™ Server Installation section at
the beginning of these instructions for the administrator ID.

For Pitney Bowes the Admin ID is sa.

SQL Server Admin Password

Refer to the checklist in the Before You Begin the SureTrac™Server Installation section at
the beginning of these instructions for the administrator password.

For Pitney Bowes the Admin Password is pbpb.

Select the following option button and check box:

Local Database
Run database creation scripts during the installation.

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8. Click Next. The current settings are displayed.

9. Click Next and the PBDS application is installed.

10. A DOS command window is launched that shows the database tables being created.

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Installation Instructions

DO NOT CLOSE THE DOS WINDOW!

This window will automatically close when it
finishes creating the databases.

11. Once the databases are created and the DOS window closes itself, the Finished screen ap-
pears. Click the Finish button.

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Installing and Configuring SureTrac™ Process Verification Applications

12. At the end of the PBDS Framework installation, the SureTrac™ Server installer will attempt to
start two PBDS services: PBDS ErrorManager Services and PBDS Remote Hosting Services.
If it is unable to start the services, a warning message is displayed prompting you to start these
services manually.

DO NOT CLICK OK!

13. DO NOT CLICK OK yet. You must start these services before you click OK. To start these ser-
vices follow these steps:
a. Select Start > Settings > Control Panel.
b. Double-click on Administrative Tools and then double-click Services.
c. Locate PBDS ErrorManager Services in the "Name" column. Right-click on PBDS Error-
Manager Services and select Properties.
d. In the "Startup type:" list box, select Automatic from the drop-down list.
e. Click the Start button, then click Apply.
f. Click OK to close the Properties window.
g. Repeat steps c. through f. for PBDS Remoting Host Services.
h. Close the "Services" screen and then close the "Administrative Tools" screen.
14. Once you close the "Adminstrative Tools" screen, click OK to the warning message in step 12.
Proceed to Part 3 - SureTrac™ Server Installation next.

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Installation Instructions

Part 3 - SureTrac™ Server Installation

1. Once you click OK to the warning message in the last step of the PBDS Base Framework In-
stallation, the SureTrac™ Server Installation wizard launches.

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2. Click Next. You are prompted to enter the user name and company name.

3. Enter the customer's name and the name of the company. Click on the option button for Any-
one who uses this computer (All).
Click Next to continue and a readme file displaying important information appears. Be sure and
read this since it may contain some last minute information that could affect how the software
operates.

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Installation Instructions

4. After reading the file, click Next and you are prompted to enter the location where you want to
install the application.

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Installing and Configuring SureTrac™ Process Verification Applications

5. You can use the Browse button to change the default location but it is recommended you ac-
cept the default. Click Next.
You are prompted to name the program group that will contain shortcuts to the SureTrac™
Server applications.

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Installation Instructions

6. You can enter the name of the program group or accept the default. Make sure you note the
path to the folder so you can provide it to the customer. Click Next and you are prompted to
confirm that the SQL services are started.

DO NOT CLICK OK!

7. DO NOT CLICK OK before you verify that the SQL services are running:
a. Select Start > Settings > Control Panel. If this opens in the "Pick a category" view, click
on Switch to Classic View.
b. Double-click on Administrative Tools and then double-click on Services.
c. Look for MSSQLSERVER and SQLSERVERAGENT.
d. Make sure both these services are running. If they are not, start them now.
8. Once you verify the SQL services are running, click Yes and the "Ready to Install the Program"
screen appears.

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Installing and Configuring SureTrac™ Process Verification Applications

9. Click Install. The main Setup Status page opens and shows the progress of the installation.
10. As soon as the installation is complete, you are prompted to enter the SQL Login ID and pass-
word.

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Installation Instructions

11. For Login ID, enter sa

For Password, enter pbpb
You can also refer to the checklist in 1 Before You Begin the SureTrac™ Server Installation
section at the beginning of these instructions for the Login ID and password.
12. Click Next and you should get the message that you are connected to the SQL server.

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13. Click OK and the installer loads the program files. This may take a few minutes. Once this com-
pletes, you are prompted to check and see if the services listed in the following screen are run-
ning.

DO NOT CLICK OK!

14. DO NOT CLICK OK until you verify that each of these services are running:
a. Select Start > Settings > Control Panel. If this opens in the "Pick a category" view, click
on Switch to Classic View.
b. Double-click on Administrative Tools and then double-click on Services.
c. Look for MSSQLSERVER, SQLSERVERAGENT, PBDS ErrorManager Service,
PBDS Remoting Host Service.
d. Make sure all of these services are running. If they are not, start them now.
15. Once you verify or start these services, click OK. You are prompted to set the port number that
the SureTrac™ Server will use to service requests from the SureTrac™ clients.

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Installation Instructions

16. It is recommended that you use the default value. If you do change the port number, verify that
this port is not being used by another application.
17. Click Next and you are prompted to enter the ports that the SureTrac™ server will add to com-
municate with the inserter machines.

18. It is recommended that you use the default values for the inserter ports. If you do change the
port numbers, verify that these ports are not being used by other applications.
19. Click Next and you are prompted to enter the port that the SureTrac™ server will use to service
requests from the Reconcile Mail Pieces application.

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20. It is recommended that you use the default value for the Reconcile applicaton. If you do change
the port number, verify that this port is not being used by another application.
21. Click Next and you are prompted to specify the path to the shared folder that will contain the
Mail Run Data Files. This is the folder you set up in Create a Shared Folder for Mail Run Data
Files section of 1 Before You Begin the SureTrac™ Server Installation at the beginning of
these instructions.
If you have not already done this, go to page 6 and do it now.

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Installation Instructions

22. Click on the Browse button and locate the shared folder you created in Create a Shared Folder
for Mail Run Data Files section of 1 Before You Begin the SureTrac™ Server Installation at
the beginning of these instructions.
You must enter the name of the shared folder using the UNC format, for example, if the name of
the SureTrac server PC is PB-W546, and the shared folder is in C:\MRDFS, type in:
\\PB-W546\MRDFS
NOTE: To find the name of the server PC, right-click on My Computer, select Properties and then click
on the Computer Name tab. This displays the full computer name and the workgroup.
23. Click OK after after selecting the folder, then click Next. You are prompted to configure an in-
serter machine now.

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24. If you select No, the Finished screen (step 29) appears. If you
select Yes, you are prompted to log in to the Inserter Manage-
ment application.
Note: If you choose not to configure an inserter now, you can
run the Inserter Management application later and add the
inserters.

25. For UserID, enter sysadmin; for Password, enter 1234. Click Login and the "SureTrac Process
Verification - Manager Inserters" screen opens.

26. Make sure the inserter is connected to the network and then click on Add and fill in the informa-
tion in all of the text boxes, except Machine ID. The system will automatically assign this num-
ber when you save the configuration.
Refer to Inserter Machine Information in the section, Before You Begin the SureTrac™ Server
Installation at the beginning of these instructions for this information.
27. Click the Apply button. The message “The inserter details will be saved. Do you want to con-
tinue?” appears.
28. Click Yes to add this machine, then click OK. If you have another inserter to add, click on the
Add button again and repeat steps 26 - 28.
29. When you are done adding inserters, click Exit on the "SureTrac Process Verification - Manager
Inserters" screen. You are prompted to finish the installation.

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30. Click on the Finish button to complete the installation. Proceed to Part 4 - Adding the Direct
Connect Executables to the Windows Firewall Exception list.

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Installing and Configuring SureTrac™ Process Verification Applications

Part 4 - Adding the Direct Connect Executables to the Windows Firewall

Exception List
There are four copies of the Direct Connect executable on the SureTrac™ server. They are located
in:
\Program Files\Pitney Bowes\SureTrac\server\DC\Inserter\DCx, where x is 1, 2, 3 or 4 (for the four
copies).
You need to add each one to the Windows Firewall Exception list.
1. Select Start > Settings > Control Panel.
2. Double-click on Security Center and the "Security Center" screen opens.
3. Click on Windows Firewall in the "Manage security settings for:" This opens the "Windows Fire-
wall" screen shown here.

4. Make sure the option button for On (recommended) is checked.

5. Click on the Exceptions tab. This displays a list of the programs and services that are not
blocked as shown in the next screen.

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6. Click on Add Program and add the first copy of the executable, DCRUN32.exe. Click on the
Browse button and go to the folder:
C:\Program Files\Pitney Bowes\SureTrac\server\DC\Inserter\DC1
7. Click on and select DCRUN32.exe and click Open and then OK. The DCRUN32.exe should ap-
pear in the Exceptions tab screen with a check mark in the box in front of it.
8. Repeat steps 6 and 7 for the remaining 3 copies of DCRUN32.exe (copies located in DC2, DC3
and DC4 folders.
9. Click OK to save the changes and close the Windows Firewall application.

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4 Before you Begin the SureTrac™ Client

(Mail Creation Print Manager) Installation
The SureTrac™ Client installer checks to see if the target computer meets the SureTrac™ Client
hardware and software requirements. If it does not, the installation will fail.
Before you start the installation, check to be sure the PC meets the following requirements.

Check PC Hardware and Software Requirements

Verify that the PC meets these hardware and software requirements.

NOTE: If the customer has purchased the optional Pitney Bowes SureTrac™ Process Verification PC, refer
to Appendix E for specifications and settings.

Hardware
Processor: 2 GHz minimum, Pentium 4 3.2 GHz or equivalent is recom-
mended
Memory: 512 MB RAM minimum, 1 GB recommended
Available Disk Space: 2 GB minimum
Network Card: Ethernet, 100 Mb/sec.
Software
Operating System: Windows 2000 SP4, or Windows XP, SP2
Other Software: Microsoft .NET Framework 1.1 and Service Pack 1♦
Microsoft Message Queuing Service♦♦
Microsoft XML 4.0♦

♦ Check in Add or Remove Programs. The program should appear in the list of installed pro-
grams. To see the list of installed programs, select Start > Settings > Control Panel > Add or
Remove Programs.
♦♦ Check in Add/Remove Windows Components. To see the installed Windows Components , se-
lect Start > Settings > Control Panel > Add or Remove Programs. Click on the Add/Remove
Windows Components button on the left panel. Scroll down and verify that there is a check
mark in check box in front of Message Queuing. Press Cancel to exit.

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Installation Instructions

5 Installing the SureTrac™ Client (Mail Creation Print Manager)

Application

The SureTrac™ Client installer performs 3 general operations: Checks for PC hardware and soft-
ware compliance (as defined in Before You Begin the SureTrac™ Client Installation), checks for and
installs (if necessary) the pre-requisite software packages (Part 1 of this section), and installs the
SureTrac™ Client software (Part 2 of this section).

Follow the steps exactly the order presented here.

Part 1 - Checking and/or Installing the Pre-Requisite Software Packages

The SureTrac™ Client installer verifies that one software package is installed on the target com-
puter: Microsoft Data Access Component (MDAC) 2.8. If the installer does not detect this package,
it will install it. These instructions assume that the target PC does not have this package installed.
1. Open the folder on the distribution CD that contains the setup.exe file for the SureTrac™ Client
installation and double-click on the file.
2. The installer displays the following message if it does not detect MDAC 2.8 on the target PC.

3. Click Yes and the installer displays the message "Installing MDAC 2.8. Please wait ..."
4. Once MDAC is installed, you are prompted to restart your PC before continuing.
5. Click OK, then select Cancel on the SureTrac™ Client installation wizard and reboot the com-
puter.
6. Proceed to Part 2 - Installating the SureTrac™ Client Application.

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Part 2 - Installing the SureTrac™ Client Application

1. The SureTrac™ Client wizard appears.

2. Click Next to continue and a readme file displaying important information appears. Be sure and
read this since it may contain some last minute information that could affect how the software
operates.
3. After reading the file, click Next and you are prompted to enter the location where you want to
install the application.

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Installation Instructions

4. You can use the Browse button to change the default location but it is recommended you ac-
cept the default. Click Next. You are prompted to select a program folder.

5. You can enter the name of the program group or accept the default. Make sure you note the
path to the folder so you can provide it to the customer.

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Installing and Configuring SureTrac™ Process Verification Applications

6. Click Next. You are prompted to select the name of the Mail Creation Print Manager printer
driver.

7. You can accept the default name (recommended) as shown in the above screen, or enter a
user-defined name. This is the name that appears in the Printer's folder (to open the Printer's
folder, select Start > Settings > Printers and Faxes).
8. Click Next and you are prompted to configure the SureTrac™ Client for open loop or closed
loop processing.

This is a critical step. If you select No, the system will be configured for open loop pro-
cessing only. If you need to change from open loop to closed loop after the installation,
refer to Appendix B at the end of these instructions for steps to make that change.

9. Click Yes for closed loop processing, or No for open loop processing.
10. If you select Yes (closed loop), you are prompted to enter the location of the SQL server that is
running the SureTrac™ Server application. If you press No (open loop), the "SureTrac Client
InstallShield Wizard" screen appears (step 16).
This assumes you select Yes.

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Installation Instructions

11. Enter the location of the SQL server in the format shown above (it is the name of the computer
running the SQL server). Refer to Determine the SureTrac™ Process Verification Server Instal-
lation Location in section 1 Before You Begin the SureTrac™ Server Installation for the name.

TIP: Double-click on the SQL Server Service Manager icon in the system tray. The screen that opens
shows the name of the SQL Server in the drop-down list box.

12. Click Next and you are prompted for the SQL server administrator name and password.

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Installing and Configuring SureTrac™ Process Verification Applications

13. Enter the Login ID of the SQL server administrator and the password. Refer to
Obtain MSDE/SQL Server Information in section 1 Before You Begin the SureTrac™ Server
Installation for both the ID and password.

14. Click Next and the following message appears if the client PC can connect successfully to the
SQL server PC.

15. Click Ok and the "SureTrac Process Verification - Client InstallShield Wizard" screen appears.

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Installation Instructions

16. Click Install and the SureTrac™ client installation begins.

17. During the installation, the installer will display the message, "Installing core components. This
may take a few minutes. Please wait ...".
Once the installation is complete, the following screen appears.

18. Click Finish.

19. To complete the client installation, proceed to Provide Full Control Permission for All Users to
PrintInterception.

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Installing and Configuring SureTrac™ Process Verification Applications

Provide Full Control Permission for All Users to PrintInterception

For Windows XP:

1. Select Start > Run ...

2. Type in regedit in the text box and click OK. This opens the Registry Editor screen.
3. Click on the + sign in front of HKEY_LOCAL_MACHINE.
4. Click on the + sign in front of SOFTWARE.
5. Click on the + sign in front of PitneyBowes (there are two key entries, so make sure click on the
+ sign in front of the PitneyBowes key entry that has no spaces between "Pitney" and "Bowes").
6. Click on and highlight the key for PrintInterception; right-click on the key and choose
Permissions from the drop-down list.
7. Scroll down until you get to the Users group.
8. In the "Permissions for Users" box, click on the check box for Full Control.
9. Click Apply, then OK.
10. Close the Registry Editor screen.

For Windows 2000:

1. Select Start > Run ...

2. Type in regedt32 in the text box and click OK. This opens the Registry Editor screen.
3. Double-click on + HKEY_LOCAL_MACHINE.
4. Double-click on +SOFTWARE.
5. Scroll down and double-click on the +PitneyBowes (there are two key entries, so make sure
click on the + sign in front of the PitneyBowes key entry that has no spaces between "Pitney"
and "Bowes").
6. Click on and highlight the key for PrintInterception.
7. From the menu bar at the top of the Registry Editor screen, select Security, then Permissions.
7. Scroll down until you get to the Users group.
8. In the "Name" box, click on the check box for Full Control.
9. Click Apply, then OK.
10. Close the Registry Editor screen.

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Installation Instructions

6 Installing the SureTrac™ Reports Application

This procedure describes how to install the SureTrac™ Process Verification Reports Application.
1. Open the folder on the distribution CD that contains the setup.exe file for the SureTrac™ Appli-
cations and double-click on the file.
2. The install wizard starts.

3. Click Next to start the

installation.

4. Enter the customer's name and

the company name.
5. Select the option button for
Anyone who uses this com-
puter (all users).
6. Click Next.

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Installing and Configuring SureTrac™ Process Verification Applications

7. Read the contents of the Re-

adme file to check for any last
minute updates.

8. Click Next.

9. You are prompted to select the

folder where you want to install
the program. To change the
default location, click on the
Browse button, navigate to the
folder and click Ok.
To accept the default location
(recommended), simply click
Next.

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Installation Instructions

10. Select the specific SureTrac™

application you want to install,
in this case Reports, by clicking
in the box in front of the applica-
tion.

11. To view and/or change any of

the related applications that are
installed as part of the main ap-
plication, click on the Change...
button.

12. The Select Subfeatures screen

appears. By default, all of the
subfeatures or related programs
are selected. To deselect a sub-
feature, click in the box in front
of it and this removes the check
mark.

13. Click Continue, then Next.

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Installing and Configuring SureTrac™ Process Verification Applications

14. Enter the name of the program

group or accept the default.
Make sure you note the path to
the folder so you can provide it
to the customer.

15. Click Next.

16. Click Install to begin.

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Installation Instructions

17. The progress of the install is

shown in the status screen.

18. To complete the installation, click

Finish.

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Installing and Configuring SureTrac™ Process Verification Applications

7 Uninstalling the SureTrac™ Server and Client Applications

If you for any reason you need to uninstall the applications, follow the steps here.
► If you are running the SureTrac™ Process Verification Server and Client applications on the
same PC, be sure to uninstall the Client application first.

Uninstalling the Client Application

Do not use the Add or Remove Programs application from within the
Control Panel to remove the Client Application.

1. To uninstall, select Start > Programs > Pitney Bowes > SureTrac Process Verification > Un-
install SureTrac Process Verification - Client. The following screen appears:

2. Click on the Uninstall button.

3. You are prompted to confirm you want to uninstall the program. Click Yes.
4. When the uninstall completes, the uninstall screen simply closes. There are no confirmation
screens or messages.
5. Refer to Notes below for more information.

Notes
• Removing the client application also removes the Pitney Bowes Print Interceptor driver from the
Printer folder. If you changed the default name to a user-defined name during the client installa-
tion (refer to Installing the SureTrac™ Client Application, step 8), it will remove the driver with the
user-defined name.
• The uninstall program also removes the Reprint Damaged Mail Pieces application.

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Installation Instructions

Uninstalling the SureTrac™ Process Verification Server Application

Use the Add or Remove Programs application from within the Control Panel to uninstall the Sure-
Trac server applications. This removes all of the server modules (Run Closed Loop Job, Manage
Inserters, User Management, Database Management).
This does not remove the MSDE 2000 or PBDS Framework programs, or the shared folder you cre-
ated that contains the MRDF files. You can keep the same shared folder but you should delete the
old MRDF files within that folder. Before you uninstall the SureTrac™ Server application, remove the
MSDE 2000 and the PBDS Framework programs.
First: Uninstall PBDS Framework and MSDE 2000
1. Select Start > Control Panel > Add or Remove Programs.
2. For PBDS Framework select PBDS Framework from the list of installed programs.
For MSDS 2000, select Microsoft SQL Server Desktop Engine from the list of installed pro-
grams.
3. Click on the Change/Remove button and the following screen opens (the one shown is for
PBDS but will be similar for MSDE as well).

4. Click on the option button for Remove. You are prompted to confirm that you want to remove the
programs completely.
5. Click Yes to perform the uninstall.

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Installing and Configuring SureTrac™ Process Verification Applications

Second: Uninstall SureTrac Process Verification Server Application

1. Select Start > Control Panel > Add or Remove Programs.
2. Select SureTrac Process Verification - Server from the list of installed programs.
3. Click on the Change/Remove button.
4. If you are running the SureTrac™ Simulator, you will be prompted to stop it.
5. Once the uninstall begins a progress bar appears showing you the status of the uninstall. Since
the uninstall also stops the MSDE and SQL services, this may take several minutes.
6. When complete, a message appears telling you "Uninstall Complete". Click the Finish button.
7. If you have any SureTrac™ applications like Reports installed, repeat steps 1 - 6 to uninstall
those as well.
8. Check to see if the file pbds.data.connection is in the folder:
C:\windows\assembly
If the file is there, delete it.
9. Delete the following folders that are under the main folder, C:\Program Files\Pitney Bowes:
PBDS Framework 2.1
SureTrac

SV61421 Rev. A Page 52 of 52

Installation Instructions

Appendix A - Initializing Direct Connect

Before you can process mail using the SureTrac™ server application, Direct Connect must first be
initialized. The SureTrac™ Process Verification server installer normally performs this automatically.
Follow these steps if for any reason the installer fails to initialize Direct Connect.
There are four copies of Direct Connect on the SureTrac™ server. They are located in:

\Program Files\Pitney Bowes\SureTrac\server\DC\Inserter\DCx, where x is 1, 2, 3 or 4 (for the four

copies).

Repeat the following steps for each copy of Direct Connect.

1. Open the DCx folder and double-click DCRUN32.EXE to start Direct Connect. Direct Connect
displays the message box below.

2. Click OK and Direct Connect displays a "System Identification" screen.

SV61421 Rev. A Page A-1

Appendix A - Initializing Direct Connect

3. Click OK and Direct Connect displays a "Load Configuration" screen.

4. Select the Sebring02 file and click OK. The Direct Connect user interface screen appears.

SV61421 Rev. A Page A-2

Installation Instructions

5. At this point you are prompted to either keep blocking or remove the block for this program.

6. Click the Unblock button.

7. Start the Windows Task Manager (CTRL, ALT, DEL) and locate DCRUN32.EXE in the list of pro-
cesses on the Processes tab.
8. Select DCRUN32.EXE and click the End Process button. Click OK on the confirmation screen.
9. Once you have done this for all four copies of Direct Connect, you need to add each copy of
DCRUN32.EXE to the Windows Firewall Exception List. To do this, follow the directions in Part
1 - Microsoft Desktop Engine (MSDE) 2000 Installation section, beginning at step 8.

SV61421 Rev. A Page A-3

NOTES
Installation Instructions

Appendix B - Changing the SureTrac™ Client from Open Loop to Closed

Loop (or Closed Loop to Open Loop)

If you install the SureTrac™ Client for open loop mode and later on you want to configure it to work
in closed loop mode or (closed loop and want to change to open loop), then do the following:

Open Loop to Closed Loop Change

1. Navigate to the folder where the SureTrac™ Client is installed (the default location is
C:\Program Files\Pitney Bowes\SureTrac\Client).
2. Open the ‘BIN’ subdirectory. The “BIN” subdirectory contains an executable called DSNGEN.
EXE.
3. Double-click the DSNGEN.EXE and the following screen opens:

4. Enter or verify the following information:

Application Installation Path:
C:\Program Files\Pitney Bowes\SureTrac\Client
If this path is already in this text box and "bin" is after \client, delete "bin" so the path appears as
shown above.
Database User Name:
This is the SQL Server Admin ID, usually, sa
Database Password:
This is the SQL Server Admin password, usually pbpb.
Server IP/DNA Name:
This is the IP address or DNS name of the SureTrac Process Verification server.
A typical screen for the completed entries is shown on the next page.

SV61421 Rev. A Page B - 1

Appendix B - Changing Between Open Loop Mode and Closed Loop Mode

5. Click on the Convert to Close Loop button. The above screen should now look like this:

Closed Loop to Open Loop Change

1. Follow steps 1 - 3 for changing from Open Loop to Closed Loop configuration.
2. The screen shown in step 5 for changing from Open Loop to Closed Loop configuration opens.
3. To convert to open loop, simply click on the Convert To Open Loop button. Since you are not
going to connect to the SureTrac™ server for open loop jobs, you do not have to provide any
information regarding the server.

SV61421 Rev. A Page B - 2

Installation Instructions

Appendix C - How to Use the SureTrac™ Process Verification Simulator

1. Double-click on the Simulator icon on the desktop, or select it from Start > Programs ...

NOTE 1: If this is the first time you are running the Simulator, you may get a Windows Security Alert
that tells you that the program is being blocked and asks you if you want to keep blocking or unblock it.
Click on the Unblock button to continue.

NOTE 2: If at any time you get a message telling you that you must initialize Direct Connect, go to
Appendix A and follow all of the steps.

2. The opens the Simulator main screen.

3. If you intend to test more than one inserter using the simulator, click in the spin box next to Port
and change this value to 3041, otherwise leave this set to the default value, 3040.
4. Click on the Open Server button.

SV61421 Rev. A Page C-1

Appendix C - How to Use the SureTrac™ Process Verification Simulator

5. Locate the job (the Mail Run Data File, or MRDF) you created using the Mail Creation Print
Manager (SureTrac™ Client) modules. This job MRDF file is stored in the shared folder you cre-
ated during the SureTrac™ installation and described in Create a Shared Folder for Mail Run
Data Files in section, 1 Before You Begin the SureTrac™ Server Installation.
For a detailed description of how to use the Mail Creation Print Manager to create a job, refer to
the SureTrac™ Process Verification Administrator Guide, SV61484.
6. From the Simulator screen, select File > Open > Mail Run Data File and browse to the shared
folder.
7. Click on and select the MRDF file, for example, DI900_950_0502B.txt, then click Open.
8. Start the Run Closed Loop Jobs module by selecting Start > Programs > Pitney Bowes >
SureTrac Process Verification > Run Closed Loop Jobs.
9. Enter the Login ID (sysadmin) and the password (1234). Click on Login.
10. The Run Closed Loop Job screen opens.
11. Click on the + sign in front of the inserter and select the MRDF file you opened in the Simulator
in step 7. The screen should look like:

SV61421 Rev. A Page C-2

Installation Instructions

12. Press the Run button, , or select Action > Run. You should get the screen shown here:

13. Go back to the Simulator main screen and click the Trial Piece button.
The Run Closed Loop Jobs screen updates to show that the trial mail piece has been run.

14. Go back to the Simulator main screen and click the Start button.
The Run Closed Loop Jobs screen updates to show that the progress of the job.

15. To stop a job, click the Stop button on the Simulator main screen.
At the Run Closed Loop Jobs screen, record the number of the last piece processed.

SV61421 Rev. A Page C-3

Appendix C - How to Use the SureTrac™ Process Verification Simulator

16. To restart the job, go to the Simulator main screen and select Edit > Skip MRDF Records. The
following screen opens.

17. Click on the up or down arrows in the spin box to set the number of the mail piece where you
want to resume processing.
18. Click Ok.

SV61421 Rev. A Page C-4

Installation Instructions

Appendix D - How to Enable MSDS/SQL Server for Remote Connection.

To enable MSDE/SQL Server for remote connections follow the steps below:
1. Click on My Computer and navigate to the folder that contains SQL server, C:\Program
Files > Microsoft SQL Server.
2. Locate SVRNETCN.exe. The complete path to this file is:
C:\Program Files > Microsoft SQL Server > 80 > Tools > Binn > SVRNETCN.exe.
3. Double-click on SVRNETCN.exe and enable the TCP/IP protocol as shown in the screen
below:

4. Click OK to save the changes. As soon as you click OK, a message appears telling you
that the changes are saved but will not take affect until you stop and start SQL services
again.

SV61421 Rev. A Page D - 1

Appendix D - How To Enable MSDS/SQL Server for Remote Connection

5. Click OK. You need to stop and then restart the SQL server. To do this and also to make
this process easier in the future:
Go to C:\Program Files > Microsoft SQL Server > 80 > Tools > Binn and double-click on
sqlmangr.exe.
The SQL Server Service Manager screen opens:

Click in the Services drop down text box and select SQL Server Agent as shown in the
screen above.
Click on the Stop button and you are prompted to verify that you want to stop the service.
Restart by clicking on the Start/Continue button.
Make sure the a check mark is in the box in front of "Auto-start service when OS starts".
Minimize the window after.
6. The SQL server is now enabled for remote connections. This makes client/server communi-
cation possible.

SV61421 Rev. A Page D - 2

Installation Instructions

Appendix E - Using the Pitney Bowes Supplied SureTrac™

Process Verification PC
This appendix contains the specifications and setup information for the optional W590 server PC
provided by Pitney Bowes to use with the SureTrac™ Process Verification application.

W590 Specifications
Platform HP DC5000 SFF

Processor: PENTIUM 4 CLASS

Memory: 1 GB, 1 MB L2 CACHE
Video: INTEGRATED CONTROLLER
Floppy Drive: 3.5 “ 1.44 MB
Hard Drive: 40.0 GB IDE
CD-ROM Drive: DVD/CD-RW
Modem: 56K
Sound Card: INTEGRATED DIGITAL AUDIO
Network Card: INTEGRATED ETHERNET ADAPTER
Mouse: PS/2 COMPATIBLE SCROLL
Keyboard: COMPAQ EASY ACCESS (PROGRAMMABLE) – US

Software Window O/S: MS WINDOWS XP PROFESSIONAL WITH SERVICE PACK 2

Other Applications: ROXIO EZ CD CREATOR
ROXIO DIRECT CD
SYMANTEC PCANYWHERE
MICROSOFT .NET FRAMEWORK 1.1 WITH
SERVICE PACK 1
MICROSOFT XML 4.0 PARSER

SV61421 Rev. A Page E - 1

Appendix E - Pitney Bowes Server PC

Predefined Groups
The W590 has the following predefined group:

Group Name: SureTrac™ Process Verification Users

Description: Members can use the SureTrac™ Process Verification applications
Other Information: The group will be added to the “Increase Scheduling Priority” local
security policy.

To ensure that users can run the SureTrac™ Process Verification Server applications as a limited or
restricted user, their Windows XP logon user name must be added to this group.
Otherwise, you must make sure that the Windows XP logon names/accounts of those using the
SureTrac™ Process Verification Server applications have their local security policy updated to the
include the “Increase Scheduling Priority” policy.

Predefined Windows XP Users:

The W590 has a generic, predefined Windows XP user. The user account details are shown below.

User Name: STPV User

Full Name: SureTrac™ Process Verification user
Description: A generic SureTrac™ Process Verification user
Other Information: The group will be added to the “Increase Scheduling Priority” local
security policy.
User must change password at next logon: OFF
User cannot change password: OFF
Password never expires: OFF
Account is disabled: OFF

You should determine is the customer will use this Windows XP user account or if they will create
their own users. If the customer chooses to use this account, make sure to enter a password for the
account. Remember to give the password to the customer. If the customer chooses to create new
users, you should disable or delete this account.
If the customer chooses to create new users, you should inform the customer that these users must
have the “Increase Scheduling Priority” local security policy in order to run the SureTrac™ Process
Verification Server applications. The customer can ensure that these users have this policy by add-
ing the users to the “SureTrac(tm) Process Verification Users” group. (Members of the “Administra-
tors” group also have this local security policy.)

SV61421 Rev. A Page E - 2

Installation Instructions

Network Settings:
The networking settings for the W590 are shown below.

Computer Name: PBW590

Workgroup Name: SURETRAC
Network Services: Client for Microsoft Networks
Network Protocols: TCP/IP
TCP/IP Properties (General)
IP Address: (Obtain an IP address automatically)
DNS Configuration: (Obtain DNS server address automatically)
Adapters: The integrated network adapter will be used

IMPORTANT!
Prior to installing the SureTrac™ Process Verification software, you should confirm these network-
ing settings with the customer. If changes to these settings are required, you should make them
before installing the software. Changing these settings after you install the Process Verification
software may lead to failure of the software.

SV61421 Rev. A Page E - 3

Appendix E - Pitney Bowes Server PC

Symantec pcAnywhere® 11.5

The networking settings for the W590 are shown below.
The W590 comes with Symantec pcAnywhere® 11.5 pre-installed. A host, “Pitney Bowes Remote
Diagnostics”, has been created. A desktop icon has been created for this host as well.
The details of this host are shown below.

Properties Tab Property Value

Connection Information Device List MODEM
The actual modem
name may vary.

TCP/IP
Settings Host startup
Launch with Windows NO
Use Windows screen saver NO
Run Minimized YES
Run as a Service YES

Modem Connection
Call back delay X seconds n/a

After an abnormal end of session

Wait X seconds 0
Wait for anyone YES
Cancel host NO
And secure by NO
Logoff user n/a
Restart host computer n/a
Use Windows screen saver n/a
Lock NT Workstation n/a

After a normal end of session

Wait for anyone YES
Cancel host NO
And secure by NO
Logoff user n/a
Restart host computer n/a
Use Windows screen saver n/a

Use directory services n/a

SV61421 Rev. A Page E - 4

Installation Instructions

Properties Tab Property Value

Callers Authentication type pcAnywhere
Name PBREP
Callback None
PBREP Properties
Identification
Login Name PBREP
Password PBSERVICE

Callback
Callback the remote user NO
Phone Number n/a

Privileges
Caller Rights Superuser
Command to execute after connect none

Comments Caller for Pitney Bowes

Service Representative
for the purpose of re-
mote diagnostics.

Protect Item
Password none
Required to view properties n/a
Required to modify properties n/a

SV61421 Rev. A Page E - 5

Appendix E - Pitney Bowes Server PC

Properties Tab Property Value

Security Options Connection Options
Prompt to confirm connection NO
Timeout seconds n/a
Disconnect if timeout n/a
Blank PC screen after connection n/a
Secure workstation after connection n/a

Login Options
Make password case sensitive YES
Limit login attempts per call YES
Maximum attempts 3
Limit time to complete login YES
Timeout minutes 3
Block failed IP addresses NO
Time n/a

Session options
Keyboard/mouse activities Host and Remote
Disconnect if inactive NO
Timeout minutes n/a

Encryption
Level pcAnywhere
Algorithm RC4
Key Length 40
Deny lower encryption level YES
Deny different algorithm n/a
Encrypt user ID & password only n/a
Private key container n/a
Certificate common name n/a

SV61421 Rev. A Page E - 6

Installation Instructions

Properties Tab Property Value

Conference Conference Information
Enable conferencing NO
Obtain IP address automatically n/a
Specify IP address n/a
IP addresss n/a
Comments Comments for this item This connection is for
remote diagnostics by
Pitney Bowes Service
Representatives.
Protect Item Password none
Required to view properties n/a
Required to execute n/a
Required to modify properties n/a

SV61421 Rev. A Page E - 7

NOTES