PostalCare®
Administrator Reference Guide


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Chapter 6
Data Upload

6.1 Data Upload Overview

The Data Upload feature is available for System Administrators to upload files containing any of the following data into the PostalCare server:

This makes it simple to configure large numbers of email recipients or list entries into PostalCare. For example, a large organization may have thousands of valid email recipients to configure.

Files can be uploaded in any of the following formats:

6.2 Uploading a Data File

The File Name field is where you can type in the exact path of the file you want to upload to PostalCare. Click on the Browse button to search your local computer or drives for the exact file to upload.

Once you have selected the file to upload, select the Upload File Type in the next field.

The Upload File Type field is where you can select the type of file you are going to upload.

Table 6-1 Acceptable File Types for Data Upload
File Type Description
Comma Delimited (.CSV): A file containing the data in a comma-separated format.
Tab Delimited (.TXT or other file type): A text file containing the data in a tab-separated format.
PostalCare Upload Format (.PCUPLOAD): A specially formatted file for uploading data to PostalCare. Further description is pending.

Once you have selected the file type to upload, proceed to select what kind of data the file contains. The File Contains field is where you select the type of data that you are uploading to PostalCare. You can upload the following data to any Division and/or Group within PostalCare:

Table 6-2 Data Upload Types
Data Type Description
Recipients Email address and profile information for each valid email recipient allowed to send and receive email through PostalCare. Email recipients do not have access to the PostalCare web interface.
PostalCare Users Email address and profile information for valid email recipients allowed to send and receive email through PostalCare, and who also have basic access privileges to the PostalCare web interface.
Honeypots Email addresses entered in to detect spam emails. A "fake" user (email address) can be created who should not receive any emails. If emails are sent to this fake user, the emails are detected by PostalCare, then labeled as spam.
Whitelist Entries Email addresses entered in to be uploaded to the Whitelist, always allowed to send email through PostalCare.
Blacklist Entries Email addresses entered in to be uploaded to the Blacklist, not allowed to send email through PostalCare.

Once you have selected what type of data the file contains, proceed to select the Division and Group to upload the file to.

Select Division contains the list of division names configured into PostalCare. Select the division name to upload the file to.

If the file is to be uploaded to a group within the division, select the name of the group from the Select Group drop-down list.

The Record Count field contains the option to enter the number of records contained in the file you are uploading. PostalCare uses this count to verify that all records were processed during the upload. For example, if you specify that there are 25 records contained in the file you uploaded, but when PostalCare processes it there is a different number of records, a warning will be displayed.

The Record Count field is optional. It is used as a cross-check to ensure the data was uploaded correctly.


Chapter 7
Change Level

7.1 Change Level Overview

The Change Level feature allows System, Division and Group administrators to easily change their login to be that of a different administrative level or a specific user--without having to log out and then back in to the PostalCare web interface. User profiles, statistics, reports, policy lists, whitelists and blacklists can all be accessed and maintained for any user level within the administrator's control.

The Change Level feature is also used for administrators to access their personal account to maintain their individual Whitelist and Blacklist.

Note

Your current login email address, level, division and group name are displayed in the top right corner of every PostalCare window. If you change your login level or user, the display in the top right corner of each window will change to reflect the new login information.

7.2 Change Level Options

When you click on Change Level in the main menu, the Change Level or User pop-up window will open. The Select Level to Maintain options are displayed. These options are different depending on what administrator access permissions you have.

Table 7-1 Administrator Change Level Options
Administrative Level Change Level Options
System Administrators can change to any division, group, specific user or to their own personal level.
Division Administrators can change to any group or specific user within their own division, as well as to their own personal level.
Group Administrators can change to any specific user within their own group as well as to their own personal level.

Select the level that you want to maintain from the Select Level to Maintain list.

7.2.1 Change Level to Division Administrator

System Administrators can select Division Administrator to change level to any division within PostalCare. The window will refresh and the Select Division to Maintain option will be displayed. Select the name of the division that you want to maintain from the list. The pop-up window will close and you will be logged in as the administrator for the division you selected.

7.2.2 Change Level to Group Administrator

System and Division Administrators can select Group Administrator from the list. The window will refresh and the Select Division to Maintain option will be displayed. Select the name of the division that you want to maintain from the list. The window will refresh again and display the groups available to maintain. Select the name of the group from the list. The pop-up window will close and you will be logged in as the administrator for the group you selected.

7.2.3 Change Level to User by Email

User by Email: The window will refresh and display the User Email Address field. Type in the exact email address of the user you want to change level to. The pop-up window will close and you will be logged in as the user you specified.

If the user email address you typed in does not exist a PostalCare Message will appear notifying you. Close the message window and re-select the change level option.

Changing your login level to a specific user gives you only their personal level access privilege. It does not matter if they have administrator privileges assigned. For example:

7.2.4 Change Level to User by Name

User by Name: The window will refresh and display the First and Last Name fields. The last name is required.

To login to PostalCare as another user by Name, type the first and last name of the user into the First Name and Last Name fields.

Then click on the Change to User button. The main PostalCare window will refresh and you will be logged in as that user with their PostalCare access permissions.

If multiple email accounts are found associated with the name entered, a new window will display with the list of email accounts to choose from.

Changing your login level to a specific user gives you only their personal level access privilege. It does not matter if they have administrator privileges assigned. For example:

7.2.5 Change Level to Your Personal Level

Administrators can maintain and report on their own personal PostalCare account by selecting Your Personal Level in the Change Level or User pop-up window.

7.2.6 Return to Your Admin Level

To return to your original login level, select Change Level again in the main menu, then select Return to Your Admin Level inside the Change Level or User pop-up window.


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