Email Mail Mergefor

Lotus Notes and Excel

Installation GuideAuthor: Gavin Bollard, 19 May 2011

Reviewed: David Turner, 28 Oct 2011, for release 1.3

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

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 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)