Pitney Bowes Connect+ Series Manual

Shipping & Mailing
Postage Meters
Connect+ Series
Mailing & Shipping Systems
Connect+ Series 500W-3000
Operator Guide
US English Edition
SV62250 Rev. M
April 22, 2016

SV62250 Rev. M
©2016 Pitney Bowes Inc.
All rights reserved. The content of this online manual may not be reproduced in whole or in part in any
fashion or stored in a retrieval system of any type or transmitted by any means, electronically or
mechanically, without the express, written permission of Pitney Bowes.
We have made every reasonable effort to ensure the accuracy and usefulness of this online manual;
however, we cannot assume responsibility for errors or omissions or liability for the misuse or
misapplication of our products.
Due to our continuing program of product improvement, equipment and material specifications as well as
performance features are subject to change without notice. Your mailing system may not have some of
the features described in this book.
Connect+ Series, Connect+ 500W / SendPro P1500, Connect+ 1000, Connect+ 2000, Connect+ 3000,
E-Z Seal, IntelliLink, WEIGH-ON-THE-WAY, W-O-W, Postage By Phone, INVIEW, Ascent, SendSuite
Express, Purchase Power, and Pitney Bowes Supply Line are trademarks or registered trademarks of
Pitney Bowes Inc. All other trademarks are trademarks or registered trademarks of the respective
owners. The USPS® and Priority Mail® are registered trademarks of the United States Postal Service.
Alerting Messages
Various messages are used throughout this guide to alert you to potentially hazardous or error causing
conditions. These messages are as follows:
Warning!
Alerts you to conditions or practices that could cause serious injury.
Covers
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Caution:
Alerts you to conditions or practices that could cause damage to the equipment or to the
material being run.
Important:
Alerts you to conditions or practices that could adversely affect equipment operation if instructions are not
followed exactly.
Note:
Provides a comment or explanation of the associated topic.
Covers
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1 - Safety
Safety information 8
2 - Getting started
What does this machine do? 14
USPS requirements 16
Postal Security Device 17
Logging in and out of the system 18
The Home screen 19
Parts of the mailing and shipping system 20
Manual adjustments 31
How to properly shut down your system 32
System specifications 33
3 - Using jobs
All about jobs 38
Opening a job 40
Previewing jobs 41
Creating a new job 42
Editing a job 44
Deleting a job 45
Job options 46
Job types 49
Saving changes to a job 56
Closing all jobs 57
4 - Running mail
Preparing and correctly feeding the mail pieces60
Running mail - quick start 65
Step-by-Step Running Mail 73
Running a Manual Weight Entry job 75
Running an Attached Scale job 76
Running a WEIGH-ON-THE-WAY® (W-O-
W®) job 77
Running a WEIGH-ON-THE-WAY® (W-O-
W®) - First Piece Only job 78
Running mail with different shapes and weights79
Running a Differential Weighing mail job 80
Key in Postage 83
Running mail using a barcode scanner 84
How to use the combined ZIP Code and
Customer Reference Number barcode label 85
Running mail with the Residual Rate
Surcharge 87
Running Mail with the DI900™/DI950™
Inserting System Interface 89
Running mail with SendSuite Xpress™ or
Ascent™ 90
Checking or changing the postage amount on
the Run Mail screen 91
Changing the envelope or tape quantity 92
Changing the Date 93
Changing the machine speed 94
Printing a sample mail piece 95
Counting mail 96
Adding graphics, return addresses, messages,
and inscriptions to your mail 97
Table of Contents
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Changing envelope size 109
Changing the envelope print area 110
Changing the color print quality 111
What are tracking services? 112
Using PresortXtra services 121
5 - SendPro Shipping
Getting started 128
Address book 132
Settings 135
Shipping/Carriers 139
Transactions 153
Troubleshooting 157
6 - Ship a Package
What is Ship a Package 160
Logging into Ship a Package 161
Setting up a Payment Method 162
Setting up and Using Cost Accounts 165
Setting up a Funds Account 168
Adding postage to your Ship a Package
account 169
Setting the Auto Postage Refill Amount 170
Using the Address Book 171
Creating and printing a shipping label -
Overview 177
Transactions 190
Request a refund 196
7 - Receive a Package
Getting started 199
Receive 204
Edit 206
Packages 207
Settings 208
Troubleshooting 210
8 - Accounting
All about accounting 222
Creating, editing or deleting an account 227
Accounting options when running mail 235
All about transactions 240
All about surcharges 248
All about Job IDs 252
All about accounting reports 254
9 - Reports
All about reports 263
Printing a Report 264
All about funds and refill reports 265
Confirmation services receipt 267
10 - Refilling your Meter
All about postage 269
Pitney Bowes postage account 270
Your postage meter 271
Refilling your meter 272
Checking your balance at Pitney Bowes 273
Postage remaining 274
Postage refill settings 275
Viewing the refill history 276
Viewing the meter information 277
Uploading postal information 279
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Withdrawing the meter 280
11 - Rates and updates
Checking for rates and updates automatically 282
Using the rates and updates scheduler 283
Checking for rates and software updates 284
Viewing the update history 285
12 - System Setup
Personal settings 287
Application settings 289
Internet and network settings 291
System settings 294
Hardware settings 310
13 - Maintenance
Installing a new tape roll 315
Refilling the envelope sealant bottle 318
Refilling the tape sealant bottle 319
Moistener maintenance 320
Printer maintenance 326
14 - Troubleshooting
How to resolve envelope feeding issues 348
How to resolve envelope sealing issues 355
How to resolve tape feeding issues 357
How to resolve printing issues 360
How to resolve postage refill issues 361
How to resolve touchscreen response issues 362
Contacting Pitney Bowes 363
Glossary 364
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1 - Safety
In this section
Safety information 8

Safety information
Warning:
Follow normal safety precautions for all office equipment.
Read all instructions before you attempt to operate the machine. Use the equipment only for
its intended purpose.
lUse only Pitney Bowes approved supplies, in particular aerosol dusters. Improper storage and use
of aerosol dusters or flammable aerosol dusters, can cause an explosive-like condition that could
result in a personal injury and/or property damage. Never use aerosol dusters labeled flammable
and always read instructions and safety precautions on the duster container label.
lTo obtain Pitney Bowes supplies, please contact our Supply Line™ to place orders. Material
Safety Data Sheets can be obtained on the web or from our Supply Line™.
lUse the power cord supplied with the machine and plug it into a properly grounded wall outlet
located near the machine and easily accessible. Failure to properly ground the machine can result
in severe personal injury and/or fire.
lThe wall outlet supplying power to the machine must be a single dedicated wall outlet. Contact a
licensed electrician to ensure there are no other wall outlets on the branch circuit.
lThe electrical circuit (mains) supplying power to the outlet must be switched ON.
lAvoid touching moving parts or materials while the machine is in use. Keep hands, loose clothing,
jewelry and long hair away from all moving parts.
lDo not remove covers or defeat safety interlock switches. Covers enclose hazardous parts that
should only be accessed by properly trained service personnel. Immediately report to Pitney
Bowes Service any damaged or non-functioning components that renders the unit unsafe.
lPlace the unit in an accessible location to allow for proper venting of the equipment and to facilitate
servicing.
lThe power cord wall plug is the primary means of disconnecting the machine from the AC supply.
lDo not use an adapter plug on the line cord or wall outlet.
Safety
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lDo not remove the ground pin from the line cord.
lAvoid using wall outlets that are controlled by wall switches, or shared with other equipment.
lDo not route the power cord over sharp edges or trapped between furniture.
lInsure there is no strain on the power cord where it becomes jammed between the equipment,
walls or furniture.
lDo not plug headphones into the Line Out jack (Lime Green).
lBe certain the area in front of the wall receptacle into which the machine is plugged is free from
obstruction.
lBefore clearing a stoppage, be sure machine mechanisms come to a stop.
lWhen clearing a stoppage, avoid using too much force to protect against minor personal injury and
damaging equipment.
lTo prevent overheating, do not cover the vent openings.
lOperation of this equipment without periodic maintenance will inhibit optimum operating
performance and could cause the equipment to malfunction. Contact your Pitney Bowes
Customer Service Representative for required service schedule.
lRead all instructions before attempting to operate the equipment.
lUse this equipment only for its intended purpose.
Caution:
Moving mechanism can result in personal injury. Keep hands, long hair, ties, jewelry and
loose clothing away from moving parts.
Safety
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Caution:
In case of an ink spill, leaking ink or excessive ink accumulation, immediately disconnect
the power cord from the wall plug and contact Pitney Bowes. In the USA please call 1-
800 522-0020. Customer Service Representatives are available Monday through Friday,
8:00 AM - 8:00 PM ET. Outside the USA please refer to the country contact sheet supplied with your
system. Contact information can also be found at www.pitneybowes.com.
Note:
Always follow the specific occupational safety and health standards for your workplace.
United States
Note:
This equipment has been tested and found to comply with the limits for a Class A digital device, pursuant
to part 15 of the FCC Rules. These limits are designed to provide reasonable protection against
interference when the equipment is operated in a commercial environment. This equipment generates,
uses, and can radiate radio frequency energy and, if not installed and used in accordance with the
instruction manual, may cause interference to radio communications. Operation of this equipment in a
residential area is likely to cause interference in which case the user will be required to correct the
interference at his own expense.
Safety
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Caution:
Changes or modifications to this equipment not expressly approved by the party
responsible for compliance could void the user’s authority to operate the equipment.
Except for Ethernet/LAN connection cables, shielded I/O and USB cables must be used with this
equipment to ensure compliance with the limits. Use of unshielded cables is prohibited.
Note for California Customers Only
The battery in this product contains perchlorate material. California requires perchlorate-containing
products to be accompanied by the following notice: Percholrate Material - special handling may apply.
See: http://www.dtsc.ca.gov/hazardouswaste/perchlorate/
Canada
This Class A digital apparatus complies with Canadian ICES-003.
Cet appareil numérique de la classe A est conforme à la norme NMB-003 du Canada.
European Union
It is certified that this system complies with all applicable Directives of the European Union. For a formal
Declaration of Conformity please contact Compliance Engineering. Contact information is given below or
on a separate document supplied with your system..
Safety
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Warning:
This is a Class A product. In a domestic environment this product may cause radio
interference in which case the user may be required to take adequate measures.
Responsible Party within the USA
Pitney Bowes
1Elmcroft Road
Stamford, CT 06926-0700
[phone]
Outside the USA
Please refer to the country contact sheet supplied with your system. Contact information can also be
found at www.pitneybowes.com.
Servicing
This product is serviceable. For service inquiries in the USA please call 1-800 522-0020. Customer
Service Representatives are available Monday through Friday, 8:00 AM - 8:00 PM ET. Outside the
USA please refer to the country contact sheet supplied with your system. Contact information can also
be found at www.pitneybowes.com.
Safety
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2 - Getting started
In this section
What does this machine do? 14
USPS requirements 16
Postal Security Device 17
Logging in and out of the system 18
The Home screen 19
Parts of the mailing and shipping system 20
Manual adjustments 31
How to properly shut down your system 32
System specifications 33

What does this machine do?
The Connect+ Series is a digital envelope and mailing and shipping system that allows you to create
custom designed content from a PC and download that content directly into a graphics library stored on
the system for use on mail runs. You can now design an outer envelope with content that reinforces the
internal message. You can add marketing, advertising, and other promotional messages to your mail
pieces.
The Connect+ Series provides a unique and easy-to-use touch screen interface where you can access
all of your applications from the home screen. Each application appears on the Home screen as a button.
Simply select the button to run the applications. Use the full access web applications Verify Address,
Track a Package, and Sign In to your account to increase you mailing efficiencies.
The system also provides a full range of mail system functions including:
lPrinting postage on envelopes
lPrinting postage on tapes (labels)
lSealing envelopes
lCalculating postage based on item weight and size and class of mail.
What the system can measure
The system uses the WEIGH-ON-THE-WAY® (W-O-W®)/Shape Based Rating module to process mail
of varying thickness and size for and determine the postage amount based on the weight and dimensions
of each mail piece. Systems with WEIGH-ON-THE-WAY® (W-O-W®)/Shape Based Rating use shape
based rating for Express, Priority and First-Class mail.
What the system cannot measure
If your system does not have WEIGH-ON-THE-WAY® (W-O-W®)/Shape Based Rating but has an
attached scale, you can measure only the weight of the mail piece. The postage amount will be based on
the class specified for the job you are running.
For more information refer to Run a Job with an Attached Scale.
Getting started
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WEIGH-ON-THE-WAY® (W-O-W®)/Shape Based Rating
The WEIGH-ON-THE-WAY® (W-O-W®)/Shape Based Rating module processes mixed mail (mail of
varying sizes and weights) and determines the postage amount based on the weight and dimensions of
each mail piece.
Getting started
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USPS requirements
Since your postage meter (Postal Security Device) is licensed by the United States Postal Service
(USPS), you must follow a few basic requirements.
lMail must have the correct date and postage amount in the postage indicium.
lMetered mail must bear the ZIP Code location of the post office where the postage meter (Postal
Security Device) is registered.
lIf you move to another ZIP Code location, you must update the ZIP Code. You can do this by
calling Postage by Phone® at 1.800.243.7800.
lEach time you refill your postage meter (Postal Security Device) through the LAN, the Postage By
Phone® Meter Payment System computer automatically performs a postal inspection. If the
postage meter in your mailing machine has not detected a refill transaction at certain intervals, the
message “Inspection Required” appears on the Run Mail screen and then prompts you to connect
to Pitney Bowes and perform an inspection.
lThe postage tape you use must meet USPS specifications.
Getting started
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Postal Security Device
The postage meter on your mailing system is a Postal Security Device (PSD) that incorporates the latest
technology approved by the United States Postal Service to secure funds. This technology eliminates the
need to perform physical inspections thereby making the system easier and more convenient to use.
Getting started
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Logging in and out of the system
If users are enabled on your system, you will be required to enter a password to log on to the system.
This prevents unauthorized use of the system.
To log in:
1. Select the appropriate username.
2. Enter your password and select OK.
To log out:
1. Select the Shut down button in the Mailing tile on the Home screen.
2. Select Log out.
3. Select OK.
Getting started
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The Home screen
The Home screen is the first screen displayed when you log onto the system. It contains all of the
application buttons you need to start any of the system applications including Run Mail, Print Shipping
Label, Ship a Package, Receive a Package, and Tools.
By pressing these buttons you'll find buttons that you can use to select various different functions of the
machine.
Tools
The Tools tile also provides buttons for direct links to web sites providing additional resources and
support for your mailing operation:
lVerify Address - Enter any delivery address to verify accurate Postal data, including spelling or
accurate ZIPCodes. Provide reason codes for non-matches. Print shipping labels in standard
USPS 4”x 6” format on bottom half of 8.5” x 11” sheet.
lMy Account- Provides unlimited access to your account at pitneybowes.com. You can place a
service call, access USPS tracking and value added services, check order status (product or
service call), access service chat, and access supplies chat within thePitney BowesStore.
lDiscount and Presort Services - Activating Presort Savings account gets you up to 15% of
postage discount on qualifying mail, free pickup of eligible mail, delivery point Validation and Move
Update processing.
lBuy Supplies - Provides direct access to the Pitney Bowes Supply Line where you can purchase
envelopes and paper, ink and toner, office products, and supplies for your Connect+ Series
systems.
lTrack a Package - Track your USPS, UPS, FedEx or DHL/Airborne packages. Print status
directly. View map and detailed information for each carrier as information is available.
lTools and Apps - Learn about all the different machines on offer from Pitney Bowes access
support, the Pitney Bowes shop and sign in to your account.
Getting started
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Parts of the mailing and shipping system
For important safety information, refer to Safety Information.
Touchscreen
The touchscreen allows you to communicate with the mailing system and the built-in postage meter
(Postal Security Device).
Your system comes equipped with a 10.2" touchscreen. An optional 15" touchscreen is also available.
Stylus
A stylus is a pen-like tool used to make selections from a touchscreen display. The stylus may be
preferred by some users over “finger touch”.
The display stylus is standard with all mailing and shippingsystems. It attaches to either side of the display
and sits neatly in a tube holder.
Feeder
Getting started
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