Transcript www.openntf.org

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?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/MIMEformat 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)