Exercise 7.9: Creating distribution lists

In this exercise you will learn how to create distribution list manually and by importing the members from a file.

Overview

Administrators can create distribution lists for sending e-mail to various groups.

Distribution lists allow you to define groups for different projects, different departments, or different interests. Both users belonging to your organization and external users can be added as long as they have a valid e-mail address. You can create the list by entering contact addresses separated by commas or by importing a comma-separated file of addresses.

There are two methods by which administrators can create distribution lists: manually or by importing a .csv file containing a list of contacts.

To add contacts to the distribution list, enter e-mail addresses separated by commas or import a contact list (.csv). There is no limit to the number of users that can be added to the distribution list, but there is a maximum number of ASCII characters that can be included in the list. The distribution list cannot exceed 8192 ASCII characters. When determining the number of characters in each user's address, include the user name, the @, and the domain name. For example, the address list_name@your_domain.com has 25 characters.

The distribution displays in the company directory and can be used by all SmartCloud iNotes® subscribers in the company.

Objectives

After completing this exercise, you should be able to:

Glossary

Term Definition
.csv file Comma separated values file format. This type of file is used to store tabular data in which numbers and text are stored in plain-text form that can be easily written and read in a text editor like Notepad.

For purposes of creating distribution lists by importing a .csv file in the SmartCloud iNotes Administration panel, the format requires valid e-mail addresses separated by commas.

Example: user_one@domain.com, user_two@domain.com, user_three@domain.com

Procedure A: Manually creating a distribution list

Step
Action
1
Log in and navigate to the Administration panel. For detailed steps, see the procedure document: Accessing the Administration Panel.
2
Click iNotes > Distribution List.
UI of the administration panel highlighting the iNotes and Distribution List links
3
Click Add Distribution List.
administration UI showing the 'add distribution list' button highlighted
4
Enter the name Test_List in the List name field and click Create New List.
UI showing the 'create new list' button highlighted
5
Type the e-mail addresses, separated by commas, in the distribution list and click Add.
UI showing the 'Add' button highlighted

Result: When the page refreshes, you are notified that the distribution list was successfully created.

UI showing the creation list and its members

Procedure B: Creating a distribution list from an imported .csv file

Step
Action
1
Download this file to a folder on your hard drive: imported_dist_list.csv.
2
Log in and navigate to the Administration panel. For detailed steps, see the procedure document: Accessing the Administration Panel.
3
Click iNotes > Distribution List.
UI showing of the administration panel showing the iNotes and Distribution List links highlighted
4
Click Add Distribution List.
UI showing of the administration panel showing the iNotes and Distribution List links highlighted
5
Enter a name in the List name field and click Create New List.
UI showing the 'create new list' button highlighted
6
Browse to the file you downloaded in step 1, select it and click Open, then click Import.
image showing the Import button highlighted and the file to import highlighted

Result: the distribution list is created from the imported .csv file.

UI showing the creation list and its members

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