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/i nternal/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)
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