Email Merge for Lotus Notes and Excel Installation

Email Merge for Lotus Notes and Excel Installation Guide Author: Gavin Bollard, 19 May 2011 Reviewed: David Turner, 28 Oct 2011, for release 1. 3 Mail. Merge Excel to Notes Project (Open. NTF)

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

Part 1: Getting the Files • Go to Open. NTF (http: //www. openntf. org/) • Look for a project called: – Mail. Merge 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=Mail. Merge 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 Domino. Team. Mailbox template for enhanced generic ‘mail-in’ group mailbox functions.

Copy Agents from Project File • In Designer, open the Mail. Merge. nsf database included in the ZIP File. • On the Left Hand Navigator, expand Code • Double-Click on Agents to see three Mail Merge agents: • Mail MergeCreate Mail Merge • Mail MergeSend 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 Mail. Merge database Paste into your mail database

Sign Agents • Lastly, 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 Open. NTF 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! • Mail. Merge Excel to Notes (Open. NTF)