Mail Merge for Lotus Notes and Excel Installation Guide

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Presentation transcript:

Email Mail Merge for Lotus Notes and Excel Installation Guide Author: Gavin Bollard, 19 May 2011 Reviewed: David Turner, 03 Jul 2013, for release 1.4 MailMerge Excel to Notes Project (OpenNTF)

Contents Part 1: Getting the Files Part 2: Installation

Part 1: Getting the Files Go to OpenNTF (http://www.openntf.org/) Look for a project called: MailMerge Excel to Notes Click on ‘Download latest release’ Download the latest ZIP File Extract it.

http://www. openntf. org/internal/home. nsf/project. xsp http://www.openntf.org/internal/home.nsf/project.xsp?name=MailMerge Excel to Notes (Release 1.2 – October 2011)

Part 2: Installation This needs to be done by someone with the IBM Domino Designer application. For test purposes, apply it on a single mail database file. Once tested, you should probably do it on your mail file master template for easy distribution. Tip: You might like to install into a DominoTeamMailbox template for enhanced generic ‘mail-in’ group mailbox functions.

Copy Agents from Project File In Designer, open the MailMerge.nsf database included in the ZIP File. On the Left Hand Navigator, expand Code Double-Click on Agents to see the three Mail Merge agents: Mail Merge\Create Mail Merge Mail Merge\Send Mail Merge Mail Merge\Send Selected Mail Merge Copy the agents.

Paste Agents in Mail File Open your Mail file or template (7.x or 8.x compatible). On the Left Hand Navigator, expand Code Paste the agents onto the Agent node.

Copy agents from MailMerge database Paste into your mail database

Plain Text or HTML/MIME to External Recipients? One other consideration for the Domino Administrator is sending richer HTML/MIME-format emails to external recipients (e.g. running Microsoft Exchange/Outlook); Domino default is to send in Plain Text. To configure this, see IBM InfoCenter documentation for Domino Server: Message Format: Convert from Notes to HTML Alternatively, for Notes 8.5.1+ users, this can now be achieved client-side by editing in the Create Mail Merge agent the constant value: ALLOW_CONVERT_TO_MIME = True

Sign Agents Right-click to Sign the agents with your user or administrator ID so that a user can execute them.

Credits A big thank you to: David Turner and Sacha Chua for developing such a great utility. Niklas Heidloff and others on the OpenNTF team for supporting and hosting this project. Gavin Bollard for initially writing this User Guide. Thanks those that rate, review and leave feedback on this project! MailMerge Excel to Notes (OpenNTF)