Email Mail Merge

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30 Οκτ 2013 (πριν από 3 χρόνια και 5 μήνες)

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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)