Installing the Package Toolkit for UPS Mac OS X Double-click on the Installer Script. It will install all required FileMaker plug-ins, OS X add-ons and create a folder in your Applications folder containing the solution database files. The Package Toolkit requires ImageMagick – if it is not presently installed, a separate installer application will be opened to install ImageMagick into /usr/local/bin/ Should you need to re-install the required FileMaker plug-ins, a folder called Copy to FileMaker Folder is included in the Extras folder. Inside you will find a folder called Extensions which are items that should be placed in to the FileMaker Pro Extensions folder. Another folder called FileMaker Java Extensions should be copied and placed in the same folder as the FileMaker Pro application. Additionally, the ImageMagick installer and zebra2844 application are located in the Extras folder. The installer places zebra2844 into your Applications folder and is used for thermal label output. * Under FileMaker Pro 8.5 or 9.0 on Intel you must enable Rosetta compatibility mode in order for plugins to install. Simply perform a File->Get Info on the FileMaker Pro application and check the Rosetta compatibility checkbox. A future release will include Intel-native plugins. Windows 2000/XP Double-click on the NRG Package Toolkit installer. It will prompt you for a solution install location and allow you to choose your FileMaker Pro version for plug-in installation and cross-platform support for label images. You must also have Java 1.4 or greater installed. You can download the correct Java Runtime Environment at http://javashoplm.sun.com/ECom/docs/Welcome.jsp?StoreId=22&PartDetailId=j2re-1.4.2_08-oth-JPR&SiteId=JSC&TransactionId=noreg Should you need to re-install the plug-ins, a folder called Copy to FileMaker Folder is included in the Extras folder. Inside you will find a folder called Extensions which are items that should be placed in to the FileMaker Pro Extensions folder. Another folder called FileMaker Java Extensions should be copied and placed in the same folder as the FileMaker Pro application. * Note that the Package Toolkit utilizes ImageMagick on MacOS and Windows when using PNG label images. The installer will install ImageMagick, however if you should need to re-install or would like further information on ImageMagick, please go to the ImageMagick website at http://www.imagemagick.org/script/download.php

For installation assistance, please email support@nrgsoft.com or call 262-432-0934 during business hours.

The following files are installed into the FileMaker Pro application folder on Mac OS X and Windows:

Using the Package Toolkit Making it easier for customers to utilize time saving UPS services, NRG Software has integrated UPS OnLine® Tools into its Package Toolkit for UPS shipments. Customers using the integrated solution can easily access critical shipping information without having to leave FileMaker Pro or go to a web site and re-enter data. With the Package Toolkit – you can easily access a wide range of UPS functionality to provide a seamless workflow for shipping and tracking of parcel shipments. Opening the Solution Locate the folder where the Package Toolkit was installed. Double-click on the NRG_Package_UPSEd.fp7 file (or the NRG Package Toolkit Application if using the Runtime version). If this is the first time you have accessed the solution you will need to configure the software to ship with UPS.

Solution folder after installation

Configure UPS™ Shipping Click on the Preferences icon to open the Package Toolkit preferences. Next you must supply your company name and email address to request a 10-day demo period of the software. During this time you can ship to up 50 packages without purchasing the solution. To request a demo period, enter your company name and email address and click on the Request 10-Day Demo button.

Main Preferences Window

Once you have requested demo access or entered a license code, click on the Accounts tab to add the UPS account that you would like to use for shipping. Multiple accounts can be added for multi-location shipping. Once an account is created you can also adjust the default ship-from information and enable access to UPS Negotiated Rates.

Accounts tab in Preferences

To add an account, click the Open Wizard button to begin the UPS Licensing & Registration Wizard. Click on Next to continue to Step 2.

UPS Online® Tools Licensing & Registration Wizard – Step 1

Read or print the UPS license by scrolling downward on the license text. Select the “Yes, I Do Agree” option and click on Next to continue to Step 3.

UPS Online® Tools Licensing & Registration Wizard – Step 2

Fill in ALL blanks and click Next to continue to Step 4. Note that the Postal Code you enter MUST match the Postal Code that matches your UPS Account Number. If you need to open a UPS account click on the link or call 1-800-PICK-UPS.

UPS Online® Tools Licensing & Registration Wizard – Step 3

Click Finish on Step 4 to complete the Licensing & Registration Wizard.

UPS Online® Tools Licensing & Registration Wizard – Step 4

Configure the Package Toolkit After completing the Registration & Licensing Wizard or by pressing the Defaults button while in preferences you can adjust the default shipping values and label output settings. Default Account is the default account to use for new shipments. The name, address, city, state, zip code and phone will be auto-entered into the shipment based on the account settings. Packaging and Service are shipping defaults for new shipments Currency, Measurement and Weight are all default values based on your UPS account’s country of origin. Label types of GIF, PNG and EPL are supported. PNG should be selected for cross-platform image support. EPL should be selected if printing to an Eltron/Zebra thermal printer. Check the box “Use Application Path” to automatically save label files in the FileMaker Pro (or runtime) application folder. Windows Label Path is the full path where label images should be stored. We suggest creating a folder called “labels” on your C:|\ drive so the Windows Label path would then be set to C:\Labels\ MacOS Label Path is a two-part field. The first part should be the name of your hard drive (Ex: Macintosh HD) and the second part should be the path to your label directory (ex: /labels/) where label images should be stored. Setting a path subdirectory is useful when printing to the application directory. Ex: a Labels folder in the FileMaker Pro folder. Check the Delete on Import box to delete GIF or PNG images from the label directory. Check the Delete on Delivery box to delete GIF, PNG or EPL files upon delivery. (When set via the Track All function) Direct thermal (EPL) printing is provided on MacOS and Windows. On Windows to print to an Eltron/Zebra printer select the LPT Port which has been captured for the device. Check the Ship and Print checkbox to automatically print EPL labels upon shipment. Network thermal printing is also provided for Eltron/Zebra printers with built-in or add-on print servers. These printers are great for environments where you would like to ship from multiple workstations with a shared label printer. Simply enter the IP# and username/password that is setup on the printer to direct EPL output to the shared printer.

Mettler Toledo PS60 and Fairbanks Ultegra digital scales are supported when connected to serial ports on Mac or Windows computers. Keyspan USA-19HS serial to usb adapters have been fully tested and are recommended. Scales should be configured for UPS communications which is 9600 baud, 7 data bits, odd parity and two stop bits. Scales with direct USB connections have been not tested and are not supported at this time. Click Exit when you are done setting preferences.

Package Toolkit Defaults

Shipping Packages Click New to create a new shipment record. You must minimally enter the Shipper and Ship To information along with packaging type and weight for a single package. If you are shipping international or require ancillary services then you can set more values or click on the Options tab. Click Ship to ship your package. You can also retrieve Rates and Services or Time in Transit by clicking on the appropriate tabs. Once shipping, you can click on Results to view shipping rates and output the packaging labels. If you have a digital scale connected, you can click on the Weight button to auto-enter the weight.

Shipping – Shipment Detail

Shipment Options Under the Options tab you can specify On Call Air Pickup information, required information for international shipments, and enable email notifications via UPS QuantumView, all which need to be set before selecting the Ship option.

Shipping – Shipment Options

Rates & Services Under Rates tab you can view the different UPS Services available for your packages along with estimated costs and time in transit. Once you have run rates and services, you can click on a row to choose the UPS service for your shipment.

Shipping – Rates & Services

Time In Transit Under the Transit tab you can view the different UPS Services available for your packages along with detailed time in transit information. You must enter a pickup date to query Time in Transit. Once you have queried time in transit, you can click on a row to choose the UPS service for your shipment.

Shipping – Time In Transit

Shipment Results Under the Results tab you can view the tracking label (GIF or PNG) along with the actual shipping costs for your packages. Click on Void to void your shipment if it will not be picked up for some reason, otherwise you will be invoiced for the shipment. Press view label to view the shipping label on-screen. Option-shift-click on View Label to view a shipping label in your web browser (similar to UPS OnLine) which you can then print thru your web browser. Click Track to perform tracking on the UPS® Tracking Number. Press Print label to print a single label to an EPL or laser printer.

Shipping – Results

Tracking Results You can track an individual shipment from the Ship Results or Track screen. First, find an existing shipment or create a new record and enter the UPS Tracking Number. Next, click on Track. The results of your track request will then be displayed with the most recent activity at the top of the list. If the package has been delivered then the package will be flagged internally as delivered. (Note that you must acknowledge the UPS Tracking terms and conditions by clicking the checkbox before you can successfully track)

Tracking – Results

Address Book If you find yourself shipping to the same address repeatedly, you may want to add it to your address book. By clicking Validate you can verify that an address falls within a proper CASS range for deliverability. (Note that NRG Software sells additional software that can provide DPV™ and RDI™ flags to insure that addresses are deliverable and whether they are business or residential according to the USPS®)

Address Book – Detail

QuickStart: Performing Your First Shipment

1. Open the NRG Package Toolkit 2. Click on the Prefs button to set the application preferences. If you do not have a

license key the software will work in demo mode for 10 days and will restrict you to 50 transactions.

3. Click Open Wizard to setup the UPS OnLine Tool preferences and complete the setup process

4. After completing the Wizard adjust the solution preferences 5. Click Exit to close the Preferences 6. Back in the Package Toolkit database, click New to create a new shipment record. 7. Adjust the Ship To values and add a package 8. Click on Ship to ship the package 9. Click on Results to view ship results 10. Click View Label view the shipping label on-screen (non-EPL labels) 11. Click Print Label to print the shipping label to an EPL or laser printer.

Congratulations! You have just performed your first shipment direct from the Package Toolkit!

Integration Notes – Integration Sample Easy Connecting the Package Toolkit to your existing FileMaker Pro database is a very simple process. Included is a sample integration database named Integration Sample Easy.fp7 that creates a related record in the Package Toolkit and ships the package.

Integration Sample – Ship a Package

Three scripts are included in the Integration Sample Easy database: Button – Ship Record This script creates a related record, sets the necessary ship and package fields, and then runs the ship process. If the record has already been shipped then the record detail is displayed. Button – Print Labels for Current Record This script passes the Ship_ID to the external print script and the labels are output. Button – Void Shipment This script passes the Ship_ID to the external void script and the shipment is voided.

Integration Notes – Integration Sample Connecting the Package Toolkit to multiple existing FileMaker Pro database is a little more complex than the easy integration, but allows for more overall flexibility. The Integration Sample.fp7 file creates a new record in the Package Toolkit, returns a Ship_ID to the integration sample, sets the ship-to information and then ships the package.

Integration Sample – Ship a Package

Four scripts are included in the Integration Sample database: Button – Button - Create Related Ship Record This script will go to the Package Toolkit file and create a record which will then pass back the unique ship_id. If there is already a ship_id then it will show the related record.

Set Ship ID and Pass Data This script will create a new related record in ship data for a package being sent UPS Ground, and will then go to the record in package Toolkit for shipping

Button – Print Labels for Current Record This script passes the Ship_ID to the external print script and the labels are output.

Button – Print Labels for Current Record This script passes the Ship_ID to the external print script and the labels are output.

Button – Void Shipment This script passes the Ship_ID to the external void script and the shipment is voided.

Integration Q&A What is the minimal list of fields that must be populated to create a shipment? Accountname billtoradio labeltype (should be PNG for mac) shipper_name shipper_addressline1 shipper_city shipper_stateprovince shipper_postalcode shipper_phonenumber Shipto_name shipto_addressline1 shipto_city shipto_stateprovince shipto_postalcode shipto_phonenumber service packaging (In packages DB) weight (If using “Your Packaging” as the packaging type) ** Note for any checkbox fields the value should be “1” if checked, else empty if unchecked Some fields require specific values for proper shipment! If you are populating the service field, please use the following list: * Note that all services may not be available in all areas UPS Next Day Air® Early A.M.® UPS Next Day Air® UPS Next Day Air Saver® UPS 2nd Day Air A.M.® UPS 2nd Day Air® UPS 3 Day Select® UPS Ground UPS Worldwide Express Plus(sm) UPS Express UPS Worldwide Expedited(sm) UPS Standard To Canada UPS Express Saver(sm) If you are populating the package type field, please use the following list: * Note that all package types may not be available in all areas UPS Letter UPS 10 Kg Box® UPS 25 Kg Box® UPS PAK UPS Tube UPS Express Box Your Packaging

If you are populating the country field, please use the following list: ALBANIA ALGERIA AMERICAN SAMOA ANDORRA ANGOLA ANGUILLA ANTIGUA & BARBUDA ARGENTINA ARMENIA ARUBA AUSTRALIA AUSTRIA AZERBAIJAN BAHAMAS BAHRAIN BANGLADESH BARBADOS BELARUS BELGIUM BELIZE FIJI FINLAND FRANCE FRENCH GUIANA FRENCH POLYNESIA GABON GAMBIA GEORGIA GERMANY GHANA GIBRALTAR GREECE GREENLAND GRENADA GUADELOUPE GUAM GUATEMALA GUINEA GUINEA-BISSAU GUYANA HAITI HONDURAS HONG KONG HUNGARY ICELAND INDIA INDONESIA IRAQ

BENIN BERMUDA BHUTAN BOLIVIA BOSNIA BOTSWANA BRAZIL BRITISH VIRGIN ISLES BRUNEI BULGARIA BURKINA FASO BURUNDI CAMBODIA CAMEROON CANADA CAPE VERDE CAYMAN ISLANDS CENTRAL AFRICAN REPUBLIC CHAD CHILE

CHINA COLOMBIA CONGO COOK ISLANDS COSTA RICA CROATIA CYPRUS CZECH REPUBLIC DENMARK DJIBOUTI DOMINICA DOMINICAN REPUBLIC ECUADOR EGYPT EL SALVADOR EQUATORIAL GUINEA ERITREA ESTONIA ETHIOPIA FAEROE ISLANDS MALAWI

MALAYSIA MALDIVES MALI MALTA MARSHALL ISLANDS MARTINIQUE MAURITANIA MAURITIUS MEXICO MICRONESIA MOLDOVA MONACO MONGOLIA MONTSERRAT MOROCCO MOZAMBIQUE N. MARIANA ISLANDS NAMIBIA NEPAL NETHERLANDS NETHERLANDS ANTILLES NEW CALEDONIA NEW ZEALAND NICARAGUA NIGER NIGERIA NORFOLK ISLAND NORWAY OMAN PAKISTAN PALAU PANAMA PAPUA NEW GUINEA PARAGUAY

SINGAPORE SLOVAKIA SLOVENIA SOLOMON ISLANDS SOUTH AFRICA SOUTH KOREA SPAIN SRI LANKA ST. KITTS & NEVIS ST. LUCIA ST. VINCENT-GRENADINES SURINAME SWAZILAND SWEDEN SWITZERLAND SYRIA TAIWAN TAJIKISTAN TANZANIA THAILAND TOGO TONGA TRINIDAD & TOBAGO TUNISIA TURKEY TURKMENISTAN TURKS & CAICOS ISLANDS TUVALU UGANDA UKRAINE UNITED ARAB EMIRATES UNITED KINGDOM UNITED STATES

IRELAND ISRAEL ITALY IVORY COAST JAMAICA JAPAN JORDAN KAZAKHSTAN KENYA KIRIBATI KUWAIT KYRGYZSTAN LAOS LATVIA LEBANON LESOTHO LIBERIA LIECHTENSTEIN LITHUANIA LUXEMBOURG MACAU MACEDONIA MADAGASCAR

Automation Notes In addition to direct integration with your existing FileMaker Pro databases, the solution can be modified such that custom scripts can be easily written to automate shipping functionality. A base set of such scripts, found on the Scripts menu, have already been added which can be further customized to meet your needs by FileMaker Pro developers. Automation - Import Web .TAB File This script is used to import a .tab delimited file (See file “web sample.txt” in the Extras folder) from a website into shipping and temp fields. The imported file is then parsed and fields are set to conform to UPS required values. Next the user runs the Ship Found Set script. Automation - Import Web .XLS File This script is used to import a Microsoft Excel file (See file “web sample.xls” in the Extras folder) from a website into shipping and temp fields. The imported file is then parsed and fields are set to conform to UPS required values. Next the user runs the Ship Found Set script. Automation - Import Worldship .CSV File This script will import a text file formatted for import into UPS WorldShip on Windows. This allows for automation with many UPS compatible ecommerce applications like osCommerce. (See file “worldship.csv” in the Extras folder) Automation - Import Yahoo Store Orders .CSV File This script will import a text file formatted by Yahoo Stores. This allows for automation with ecommerce applications like Yahoo! Stores. (See file “worldship.csv” in the Extras folder) Automation - Import X-Cart Orders.CSV File This script will import a text file formatted by X-Cart. Automation – Import Ship Data .TXT This script is used for AppleScript automation. An import and conversion is done on a file named “ship_import.txt” located in the FileMaker Pro application folder. In the Extras folder you will find a sample file including header rows. Automation - Import MYOB .TAB File This script will import a text file formatted by MYOB. Automation – Export Ship Response .TXT File This script is used for AppleScript automation. An export of ship data (track # and rates) is done to a file named “ship_export.txt” located in the FileMaker Pro application folder. In the Extras folder you will find a sample file including header rows. Automation - Export WorldShip .CSV File

This script will export a text file compatible with the WorldShip Export format. Automation - Export XCart .CSV File This script will export a text file compatible with the XCart Export format. Automation - Ship Found Set This script is run after all records are imported for a day. The user finds all new records and then ships them all. Next the user runs the Print All Unprinted script. Automation - Print Found Set This script will print labels for the found set of records Automation - Void Found Set This script will void shipments for the found set of records. Automation - Print Unprinted PNG/GIF Labels to Laser This script finds all unprinted labels and outputs them to laser using the special 2-Up layout. Obtain UPS 2-up label stock to use this functionality. This script can be used with GIF and PNG label types. Automation - Print Unprinted PNG/GIF Labels to Thermal Printer (WINDOWS ONLY!) This script finds all unprinted labels and outputs them to thermal using a special layout sized for thermal labels. This script can be used with GIF and PNG label types. Requires Eltron printer driver, and selection of printer in dialog to print labels. Automation - Print Unprinted Labels to Thermal This script finds all unprinted labels and outputs them to a thermal printer. You must select EPL as the label type. Output is supported on Mac OS and Windows. Automation - Track All Non-Delivered Packages Run this script as a daily process to track all non-delivered shipments. Shipments are flagged as delivered so they will no longer be tracked after delivery. Automation – Import Address Book from WorldShip This script will import address book data from a WorldShip export. Automation – Import Address Book from UPS Website This script will import address book data exported from the UPS Website. Automation – Import Ship_In.XML This script will import XML data. (See file “ship_in.xml” in the Extras folder) Automation – Export Ship_Out.XML This script will export XML data. (see file “ship_out.xml” in the extras folder)

Mac OS AppleScript Automation For sites who are using older versions of FileMaker Pro, but want to be able to utilize shipping technology, a sample AppleScript is provided which allows for automated import of shipments and export of tracking information. Located in the Extras folder, the script process ship_import file will invoke the Automation – Import .TXT File With Ship Data and Automation – Export .TXT File With Ship Response scripts to allow for seamless integration. Mac OS URL Automation The URL helper allows for endless automation capabilities. You can now include links directly on your website to allow for simplified shipment with no need to import/export data. A simple URL link such as the one below will create a new shipment record in the Toolkit. nrgups://newShipment/?Service=UPS Ground;User_Field01=40;ShipTo_Name=Mike Smith;ShipTo_AddressLine1=4100 S Avon;ShipTo_City=New Berlin;ShipTo_StateProvinceCode=WI;ShipTo_PostalCode=53151;Email_Address1=user@domain.com If you append “;autoWeight=true” it will automatically weigh a package If you append “;autoShip=true” it will auto-ship the new record Mac OS Address Book Integration Included in the Extras folder is a Mac OS Address Book Plug-In. By selecting a record in the Address Book, a contextual menu will be enabled to “Prepare UPS Shipment in NRG Package Toolkit” Apple Backup QuickPick Included in the Extras folder is a plug-in for the Apple Backup application. By installing these quick pick settings, your data and preferences can be easily backed up to .Mac accounts or external storage. Integration Samples Similar to the automation scripts, integration scripts are designed to be called from remote FileMaker files to perform shipping and label printing functions.

Database Modifications All end-user data is stored in the database file NRG_Package_UPSEd_Data.fp7 which is completely unlocked for end-user modifications. The NRG_package_UPSEd.fp7 file is also distributed so that you can edit layouts, add new scripts and call existing scripts. Due to the nature of a UPS Certified product, many of the existing scripts cannot be modified by end-users. The Package ToolKit consists of four database files: NRG_Package_UPSEd_Prefs.fp7 – End-user preferences NRG_Package_UPSEd_Data.fp7 – Shipment, package, rates and tracking tables NRG_Package_UPSEd_Blackbox.fp7 – Preferences interface file and external comm NRG_Package_UPSEd.fp7 – Primary interface file

Note that future updates of the Package Toolkit may modify structure, layouts and scripts in any or all database files.

Multi-User Configuration

The Package Toolkit can be used in single and multi-user environments. By default, the databases are configured for single-user use. To toggle modes, the database must first be opened in FileMaker Pro. Open the NRG_Package_UPSEd_Blackbox.fp7 file and select Set Multi-User [On], Set Multi-User [Hidden] or Set Single-User from the scripts menu. Once the files are set for multi-user they can be moved to FileMaker Pro Server and opened. Be sure to run the software installer on all workstations so required plug-ins are properly installed. It is also suggested that the checkbox for Use FileMaker App Path be checked in the default preferences for temporary file storage. * Note that multi-user installation requires a multi-user license. Please contact NRG Software for license upgrades.

Upgrading From Previous Versions

Warning: Be sure to make backup files of your live data files before upgrading! In order to upgrade from previous versions (v1.1 or Greater) you must run two scripts while in single-user mode. First, rename your old files from NRG_Package_UPSEd_Prefs.fp7 to NRG_Package_UPSEd_Prefs.bak.fp7 and NRG_Package_UPSEd_Data.fp7 to NRG_Package_UPSEd_Data.bak.fp7. Next, open the new NRG_Package_UPSEd_Data.fp7 file and invoke “Import Data from v1.1 or Greater” from the Scripts menu. Lastly, open the file NRG_Package_UPSEd_Blackbox.fp7 and select the “Import Preferences from v1.1 or Greater” from the Scripts menu. The upgrade should be complete. If you incur an error message, please contact NRG Software for upgrade assistance.

Proxy Setup If the workstation you are sending from exists behind a proxy server or firewall you may need to setup the Package Toolkit proxy settings. Inside of the folder where FileMaker Pro resides there is a folder called FileMaker Java Extensions. Open the FileMaker Java Extensions folder. Next double-click on the JavaCompanion.properties file so that it opens in a text editor like Word Pad, Notepad, or TextEdit. Scroll down to the lines that read: # Proxy Settings... # http.proxySet = true # http.proxyHost = 163.192.201.10 # http.proxyPort = 80 # #https.proxySet = true #https.proxyHost = 163.192.201.10 #https.proxyPort = 80 Enter your proxy IP# and port and remove the # before each of the http and https lines. You will need to quit and re-open FileMaker Pro to enable the new proxy settings. Support Support for setup and initial configuration is available via email by sending a message to support@nrgsoft.com or calling 262-432-0934. NRG Software is able to provide integration of the Package Toolkit with other databases or your data file downloads from your website for a nominal fee.

Purchasing Contact NRG Software via phone, fax or email for pricing information. NRG Package Toolkit is available for single and multi-user solutions starting at $300.00 per workstation. Contacting NRG Software Phone 262-432-0934 Email support@nrgsoft.com Web http://www.nrgsoft.com NRG Software, LLC. PO Box 341338 Milwaukee, WI 53234-1338 License Agreement PLEASE READ THE ENCLOSED LICENSE AGREEMENT CAREFULLY BEFORE USING THIS SOFTWARE. BY USING THIS SOFTWARE, YOU AGREE TO BECOME BOUND BY THE TERMS OF THIS LICENSE. IF YOU DO NOT AGREE TO THE TERMS OF THIS LICENSE, DO NOT USE THIS SOFTWARE, AND PROMPTLY RETURN IT TO THE PLACE WHERE YOU OBTAINED IT FOR A FULL REFUND. ©1999-2006 NRG Software, LLC. - All rights reserved. JavaCompanion plugin is used under license from Acme Technologies (http://www.acmtech.com) Serial Plugin is used under license from Troi Automatisering (http://www.troi.nl) Shell Plugin is a freeware product of Abstrakt (http://www.abstrakt.com) Zebra2844 (MacOS thermal interface) is used under license from buyolympia.com (http://www.buyolympia.com) ImageMagick is included subject to terms of the GPL license. Copyright 1999-2005 ImageMagick Studio LLC, a non-profit organization dedicated to making software imaging solutions freely available. (http://www.imagemagick.org/script/license.php) V1.1.3 7/28/06 ajk