Email Mail Merge

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)