Mass Load Multiple email Devices

Does anyone have any ideas or comments on this process?

Yes. You can load User Devices for Smart Notes. Under 'Admin', there is a 'Import User Devices' choice. This will allow you to import a csv list of email addresses. We use the type 'MS Outlook (html)', and the format of the csv file is:
id, emailaddress@company.com

You can then burst or distribute based on that device. One caution is that the act of importing this device type will wipe out earlier imports for this type. This means you must do a full import for the device. You can't add individual addresses.

Hope this helps.

Bill

Bill, Thank you for your reply. I hope you can help me a bit further...

First, with regard to the format of the import file, is the 'id' what you want the device name to be upon import? And second, I tested your suggestion using only a single record and got the message that the device was successfully imported. However, now I do not find it listed as a device where I would expect to. When I go into (Admin) Personal Settings and Delivery Devices, it is not listed there. I would have expected to see it listed as 'awaiting Confirmation' upon completion of the upload. Is this not where I should see those devices listed once they're imported?

Sorry...'id' in our system is our UserID (Lawson login). I believe when you add devices using this method, you won't see the 'Awaiting Confirmation' message. Just the device. What device type did you import this as? There should be a drop-down list of available types below the file upload window. What value did you enter in the 'Select the device name to be used' field? This is what you should see in the Personal Settings area.

I'm looking for some additional information I found when I initially set this up. I'll let you know what I find.

Bill

Thanks Bill.

I used 'MS Outlook (html)' also. This is what I've used on any that I've added individually. For the 'Select device name to be used' I used "TestImport".

If you are able to find any additional data, I would greatly appreciate it. I have not found anything that has helped in the Knowedge Base.

Thanks again.

I haven't found the source of my information. I think it may have been a conversation with a support person.

I will be attending CUE, so I'll see what I can find out there.

Bill

Thanks a lot Bill. Unfortunately, I will not be attending CUE. If you are able to get any information on this and pass it along to me, that would be greatly appreciated. Thank you once again for your assistance. Have fun at CUE.

Can an ask why you are wanting to use Devices? The alternate option would be to query a source that holds your email address (Reporting Services repository, HR11, LDAP, etc) and associate the field with the email category. Then you would be able to burst from the Bursting tab of the Delivery step on the notification by identifying the field in the infoset.

matt

Matthew,

The only reason is because I do not know any better. Smart Notifications is new to me and as such, I assumed in order to deliver a notification to someone, their email address had to be "stored" within Smart Notes. I thought adding their email addresses as devices was the way to achieve this. So, If I understand what you are suggesting, I should add an infoset that does a DME query to get the email address. However, what do you mean when you then go on to say "associate the field with the email category"?

Thanks Matthew.

Using devices is one way, however as you have found its a bit difficult. Typically I use Devices for administrators only. Its a great way to test a bursting notification. Youll see, once you start using the Bursting tab on the Delivery step, there is an option that allows you to send all the emails to only the selected device. In this way, youre able to send all the email that would go out to only on mail box so that you can check to be sure your recipients will be receiving the appropriate data.

Once you query the data source that holds you email address (it doesnt HAVE to be DME although this is one way), on step 2, where you set your Keys, Messures and Attributes youll see a column called "Catagories".
>Click the plus sign next to the email field in that column
> expand Contact Type and click email, then click Ok.
>Tick the "Burst On" check box for the email address, Save, Update and Process
>In the Notification go to the Delivery step
>Add a range from the infoset that contains your email address
>Go to the Delivery Step and click the bursting tab
>From the "Determine recipients using data in this table " drop down select the email infoset
>From the "and this column" drop down select your email address field
>From the "Select a delivery option " drop down select "Deliver only to devices selected on Device tab"
>Go back to the Delivery tab and select your email Device, Save
>Process your infosets related to the Note and you should receive all the emails that will go out. once youve validated that the emails are correct change the drop down from "Select a delivery option " to "Deliver to recipients"

This should get you started. There are more than one way to do this so play around with it. The admin guide is fairly thorough on the topic as well and i may have left some thing out so double check it.

hth
matt

Thank you for your advice Matt. I will give it a try.