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Email Mail Merge for Lotus Notes and Excel Installation Guide

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.

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Email Mail Merge for Lotus Notes and Excel Installation Guide

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

  2. Contents • Part 1: Getting the Files • Part 2: Installation

  3. 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.

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

  5. 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.

  6. 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.

  7. 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.

  8. Copy agents from MailMerge database Paste into your mail database

  9. 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

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

  11. 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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