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1. Description testing LISTSERV selects from a database Status Enabled Mail Type Copy Delete Target Group Type LISTSERV Maestro Retrieves Recipients from Database Description Recipients preference of mail type HTML or plain text Appears as a check box If checked HTML mail will be sent If unchecked plain text mail will be sent Uses maestro recipients less table in Oracle customer database Enabled Copy Delete Target Group Type LISTSERV Maestro Retrieves Recipients from Database Description Selects recipients pet type Appears as a single input field Uses maestro recipients less table in Oracle customer database Status Enabled Select by CITT Create anew Target Group of the following type E Select Create The Recipients Target Groups screen shows the list of target groups in the selected category Choose the category to view from the Category drop down menu The table below will then be refreshed to show all target groups in that category Target groups not assigned to a specific category will be displayed under lt No Category in the drop down menu Each target group is displayed with the following information e Name The name of the target group The name is a clickable link used to open the target group for editing in the target group wizard e Copy Use the Copy link to create a new target group as a copy of the selected one The name of a copied target group will be listed alphabeticall
2. definition be sure and click Save amp Exit to save all previous work on the target group if it is necessary to close the wizard before the Summary screen is reached Recipients Details The Recipients Details screen specifies how the headers from the recipients data will be used It is necessary to decide whether additional data will be used for mail merging and tracking define which column contains the e mail address and to edit the column headers if necessary The Recipients Details screen is split into three sections to accommodate the data administrator At the top of the screen under Usage of Recipients Data use the option buttons to select one alternative e Use additional recipient data for mail merging and tracking All recipient data column headers can be used in the text of the message as merge fields in the form amp NAME For more information on merge fields see Section 5 6 Merge Fields and Conditional Blocks in the LISTSERV Maestro 1 2 User s Manual Bulk sending of the mail is not possible with this option e Ignore additional recipient data and send job as bulk e mail The job is sent as bulk e mail which might be slightly more efficient However in this case mail merging in the text of the message is not possible All recipient columns except for the e mail column will be ignored see below In the middle section of the screen under Recipient Identification Columns specify which of the recipients colu
3. internal parameter value New York Baltimore Move entries up or down Rockville Down create a new one or Miami delete an existing one Buffala with these links Once a label and an optional description have been entered select the input type of the parameter There are four different types of input for parameters check box edit field selection list and date and or time Parameter Details The Parameters Details screen defines additional information about target group parameters and allows the data administrator to arrange the order of the parameter presentation on the screen If one or more parameters are of the type Restrict values s to floating point numbers the decimal separator that the database uses needs to be defined This will be either a dot period ora comma The selection of dot or comma here only defines how the floating point number will be formatted for replacement in the SQL statement In the recipients wizard the end user will always use a dot as the decimal separator when entering a floating point number 20 Figure 14 Parameter Details Target Group Definition Parameter Details Recipients General Source Parameters Details Sample Data Summary Save amp Exit Back Next gt Parameter Details Supply additional information about the target group parameters Decimal Separator Select Dot or Comma as the decimal separator Decimal Separator ale for an
4. 1 Fixed and Parameterized SQL Statements cccc cece ccccceesceceeceee cess eeseeseeseeseseneeseeeeeas 24 STA Parameter Placeneldels xxu takuvsen Veste ta Ru cu Bscvau e iN Sum UP s ad n Coe Dd E 24 5 2 Available Parameter Types 2 epe Scope pi ee ee bee irn he ore eme tin tu datu ends 26 5 2 1 Parameter Type Cheer vvs 26 5 2 2 Parameter Type Edit Fleld uiui tette at ea ae etae n aded ua 2f 5 2 9 Parameter Type SEIE LS Lua uet oet doter teca ou ee ue eode ue te detto N 28 MANS ANE 29 Database Speca lO anssa OO ETE OESTE 30 5 2 4 Parameter Type Date and or Time rrrannnanannnnnnanennnnrnanennannnnnennnnnranennnnnnanennarnnnsennnen 32 Section 6 Using the ODBC Driver Plugin rannxnnnnnnnnnnnnnnnnnnnnnennnnnnnnnnnnnnnnnennnnnnnnnnnnnnnnnennnnennne 34 6 1 Setting Up the ODBC Driver PI glfi 2 iio een eaae niae b Co e od ME dec duo Gti nea t 35 6 2 Selling Jp the ODBC Data SOUCO saa 35 6 3 Accessing the ODBC Data Source from LISTSERV Maestro eeeseeseses 36 Section 7 Using Enabled Target Groups in the Recipients Wizard 37 Glossary of Terms irs ee 39 Figures Figure 1 LISTSERV Maestro Home Pag e cccccssccssceceeecseceseeeeeueeseeeseueeseeessuceseeeeaueeseeesaeeeeas 3 Figure 2 Recipients Target Gris 6 Figure 3 Target Groups Wizard General rrrarennnnnnannnanrnnnnnvnnnnnnnennnnnnnnnranennnnnnanennannnanennsnnnnnennn 9 Figur Target Groups
5. Here on equals I and will receive mail and off Value far unchecked checkbox state 0 equals 0 and will not receive mail Figure 19 Parameter Type Checkbox End User s View Define Recipients Optians Source Source Details Summary z Back Mest gt Input Values for Target Group Parameters Enter values for all parameters of the selected target group HTML M Check which typefs of recipients to include Test F yau must select at least one of HTML or text otherwise no recipients will be selected 5 2 2 Parameter Type Edit Field This parameter type appears as a free input field on the end user s screen The input is validated according to the sub selection e Restrict value s to integer numbers Only integer numbers are accepted as input e Restrict value s to floating point numbers Only numbers integer or floating point are accepted e Allow free text input Any kind of input including numbers or text is accepted 2 The input from the end user will be used directly to replace the parameter placeholder If the parameter placeholder was quoted then all occurrences of the quote character in the user input will be automatically escaped before the replacement There are two versions of the Edit Field parameter type single value and multiple values In the single value version the input field will be a one line input field and the value entered by the end user will b
6. Maestro 1 2 User s Manual Section 5 6 Merging Fields and Conditional Blocks Figure 16 Recipient Details for LISTERV Selects Recipients from a Database Target Group Definition Parameter General Source Parameters SES Summary Details LR Cancel Save amp Exit lt Back Next gt Recipients Details Specify the names of the recipient identification and additional merge columns Recipient Identification Columns Select the names of the columns that identify the recipients e mail address and name E mail Column EMAIL ADDRESS Name Column F NAME optional Additional Merge Columns Enter the names of the additional columns that will be used for mail merging one per row Merge Columns GENDER optional AGE INTEREST1 INTEREST2 The Summary screen displays all the important details about the target group for verification The screen is split into categories listing the relevant details for each part of the target group A target group that has been created by the data administrator is not automatically enabled for use in the recipients wizard The data administrator must explicitly enable the use of each target group Target groups need to be enabled individually giving the target group administrator Summary 22 control over the use of each target group This way groups can be created in advance and only enabled when needed Similarly target groups can be disabled preventing users from access
7. Parameter Type Checkbox End User s VIeWw rrrnrrnrarenanrnnanrvanernnnrnnrnvanennnrnnnnnnnne 2f Figure 20 Parameter Type Edit Field Single Value Data Administrator s View 28 Figure 21 Parameter Type Edit Field Single Value End User s View 28 Figure 22 Parameter Type Selection List Manual Specification Data Administrator s View 29 Figure 23 Parameter Type Selection List End User s View eeeeeeeeeeeeeeeee 30 Figure 24 Parameter Type Selection List Multiple Values Database Specification Data PAGIMAINIGIFATON S EN EE ES Ee 31 Figure 25 Parameter Type Selection List Multiple Values End User s View 31 Figure 26 Parameter Type Date and or Time Data Administrator s View 33 Figure 27 Parameter Type Date and or Time End User s View seesssssse 34 Figure 29 Using the ODBC Plugin to Define a Target Group rrrrnnrrrnnnrnnnnennnnrnrnnrrnnrennnnrnrnnen 36 Figure 30 Source Screen for Recipients Target Groups ccccccceecesececeeeeseeeeeeeseseeeeeeseesaees 37 Figure 31 Define Recipients Using a Target Group rrrarannnnrvanennnnrvanrnnannvnnrnnnnnranennnnnnnennannnnee 38 Figure 32 Message End User Sees if Target Group Has Been Changed 38 Tables Table 1 NAG EON 2 Table 2 Available Pa
8. WZ rd SUE ae 11 Figure 5 Target Groups Wizard Parameters rarrnanrnnanrnnnnnvanennnnnnanennnrnnnnrnnnnnnanennnnnnunennnsnnnne 12 Figure 6Parameter B iC RETE IE t TE 13 Figure 7 Target Groups Wizard Sample Data rrarurannrnnnrnnnrnranennnrrnanennnnrnnnrnnnnnnanennnnnnnnennnennnne 13 Figure 8 Target Groups Wizard Recipients Details rrrrnrrrnnrnrnronanennarnrnnernnnrnanennnnnnnnennannnnnr 15 Figure 9 Target Groups Wizard Duplicate Elimination rrrorrrrnrernnrrnarovanernnrrnnnrnvanennnennnnnnnne 16 Figure 10 Target Groups Wizard Summary ssesssssssssssesssese een nennen nennen nnn nnn nn 17 Figure 11 Target Groups Wizard General ranrrnanrnnnnnnanrrnnnrnanennnnnnanrnnannnannnnnnnnanennnsnnnnennnnennne 18 Figure 12 Target Groups Wizard Source rrnranrnnnnnnanennnnnnnnenanennnnnnnnennannnnnennennnanennnennannnnnennnsen 19 Figure 13 Target Groups Wizard Parameters c cccccecccseeceeeeceeecececeeeeeueeseeeeseeesaeessueesaaes 20 Figure 14 Parameter Detalls i ape Ene toe e tous la t e ewe EEE un 21 HOUSE SANNE Bc rc Rammer c ERU 21 Figure 16 Recipient Details for LISTERV Selects Recipients from a Database 22 Figure 17 LISTSERV Selects from a Database Summary rarrrnrrnranennnrrnnnrvnnrnnnrrnnnrnranennnennnne 23 Figure 18 Parameter Type Checkbox Data Administrator s View cccccccceeccseeeeeeeeeeeeeaees 2f Figure 19
9. are mandatory Enter a meaningful name and a good description so the regular users who are selecting target groups in the recipients wizard will have all the information they need to decide which target group to use Target groups can be clustered in categories making it easier for regular users to select a target group A category is meant to contain target groups that are related to each other The intent of categories is to minimize the time needed to locate a specific target group By selecting a category first users do not need to browse through all the available target groups but only those in the relevant category To add a target group to a category select the category for the target group from the drop down menu To create a new category click the New Category link and define a new category by entering its name into the edit field Target group categories are optional If no category is selected or created target groups are placed into No Category gt Figure 3 Target Groups Wizard General Target Group Definition General Source Cancel Save amp Exit Hest gt cancel Save amp Exit Next gt General Type the name of the new category here Enter a target group name and a description Optionally select a category or create a new one Name Type In descriptive name Category web signup form data I select Existing Category c onn gE hio Category x Click here to enter add a new catego Description
10. between the tags is considered the parameter name Any string of characters can be used between the tags becoming the parameter name The same parameter name can be used for several placeholders with certain restrictions see below In this case they are simply considered multiple occurrences of the same parameter all of which will be replaced with the same value once the placeholders are replaced with the regular user s selection A placeholder can be used in any position in the SQL statement The most common locations for placeholders however are in comparisons in the where clause of the statement A placeholder that is not enclosed with string literal quotes as in age gt from is considered an integer parameter because the entire placeholder is replaced with the value so that it becomes for example age gt 30 The value must be an integer otherwise the execution of the statement will result in an error or in unexpected results A placeholder that is enclosed with string literal quotes as in city name is considered a non integer parameter a string or floating point Here the entire placeholder but not the enclosing quotes is replaced The example becomes city New York and the value may be any string Any occurrences of the quote character itself in the value will automatically be escaped For example a placeholder is defined as lastname name and a last name of O Brian occurs wit
11. later and Mozilla 1 0 0 or later e Client with Linux Netscape 7 0 or later and Mozilla 1 0 0 or later To access the Maestro User Interface or the Administration Hub we strongly recommend that only Windows or Linux be used with the browsers and browser versions listed Other operating systems browsers or browser versions are not supported The client does not necessarily have to have the same operating system as the LISTSERV Maestro server A Linux client can be used to access LISTSERV Maestro on a Windows server and vice versa It is important to note that recipients of e mail being tracked by LISTSERV Maestro may use whatever browser they wish to access the URLs contained in the message Tracking will occur no matter which browser is used by e mail recipients Section 2 Understanding the LISTSERV Maestro User Interface The opening screen of LISTSERV Maestro s interface contains various sets of functional and navigational icons The top right of each screen in the LISTSERV Maestro interface includes all or a subset of these four icons Table I Navigational Icons Home brings the user back to the opening screen the LISTSERV Maestro home page Ej Up One Level brings the user up one level in the program not necessarily back to the previous screen x U Log out ends the LISTSERV Maestro session and closes the account T Help provides access to page specific online help LISTSERV Maestro s functionality centers
12. on characterizing the various parts of an e mail job A job refers to all of the elements that make up the creation scheduling delivery and tracking of customized e mail messages Throughout LISTSERV Maestro documentation job and e mail job are used interchangeably and represent the same thing the summation of the multiple functions that make up the definition and distribution of customized e mail messages Figure I LISTSERV Maestro Home Page 1 2 1 Starts a new e mail job 3 2 Jobs that have been defined but not ready for delivery Start New Job Resume Job 3 Jobs that have been approved but not yet sent 5 4 Jobs that have been delivered and quick reports MUL 5 Create tracking reports and download tracking data Cys 6 vere DOS racking Reports 6 User settings saved profiles drop in content elements recipient target groups user password The center of the opening screen of LISTSERV Maestro contains six large icons that activate the major functional areas of the program Start New Job Starts the definition of a new e mail job Resume Job Lists all jobs that have been started but have not yet been approved for delivery Jobs listed here can be edited Outbox Contains a listing of jobs that have been defined scheduled and approved for delivery but have not yet been sent The Outbox also lists jobs that have failed during delivery for some reason Delivered Jobs Lists all the e mail
13. standardized query language for requesting information from a database SQL Statement A statement written in SQL that is issued to a database to retrieve data or to create insert update or delete data in the database String literal A series of characters that are to be interpreted as literal text and not as an expression or name in the surrounding statement Usually a string literal is set off from the text of the surrounding statement by enclosing it in a special quote character Therefore if the text of the string literal is supposed to contain the quote character itself this contained quote character must be escaped in an appropriate way Where clause A part of a SQL statement that sets the condition that the data must satisfy for the statement to be executed on it For example in the case of a select statement the condition that the data must fulfill to be included in the returned data 40 This page intentionally left blank 41
14. table in Oracle customer database lt Back Next Source Information about the currently selected recipients target group Target Group Pet Type Description Selects recipients pet type Appears as a single input field Uses maestro reapients4ess table in Oracle customer database Parameters Type in the kind of pet you own Use this link to change Select Different Taraet Group the selected target group Click Next gt to continue to the Source Details screen 37 If there are parameters in the SQL statement the Source Details screen will display the input values for the target group parameters This screen will appear the same as the Sample Data screen does in the recipients target groups wizard Make the desired selections from the checkboxes drop down menus and or input boxes 5 Figure 31 Define Recipients Using a Target Group Define Recipients Options Source Source Details Cancel lt Back Jest Input Values for Target Group Parameters Enter values for all parameters of the selected target group City af residence E Select Gender E Select Age Click Next gt to continue Since all further settings such as header usage and duplicate elimination have already been defined during the creation of the target group the Recipients Details screen is not necessary and there is no Duplicate Elimination item on the Summary screen The Sour
15. to generate a database date format where the month or day of the week is given in long text like Monday December 2nd 2003 If such a time format is necessary use the Edit Field type instead and let the end user input the date and time manually in the format required by the database use the parameter s description field to tell end users which format they need to use to be compatible with the database Section 6 Using the ODBC Driver Plugin The ODBC driver plugin is a special database plugin that allows recipient information or drop in content to be pulled from any ODBC data source In contrast to the normal LISTSERV Maestro database plugins which are usually designed for a specific JDBC driver that in turn is designed for a specific database the ODBC driver plugin is designed to access Java s built in JDBC ODBC bridge This bridge provides access to all available ODBC drivers and the databases they support The ODBC driver plugin can be used in the recipient wizard with the recipient type Select Recipients From a Database It can also be used in the target group wizard with the target group type LISTSERV Maestro Retrieves Recipients from Database to retrieve recipient information from an ODBC data source or on the database drop in page to retrieve content information ODBC drivers exist for many purposes making a wide range of data available to LISTSERV Maestro for recipient retrieval or drop in content definition For ex
16. to select the parameter for editing SQL Statement select F NAME L NAME EMAIL ADDRESS INTEREST1 INTEREST2 from Bae recipients where CITY IM city Parameter Details Parameter city Label city of residence Descriptian optional Input Type Selection List Multiple values Specify list entries manually Retrieve list entries from database SQL Statement select distinct city from mae recipients Figure 25 Parameter Type Selection List Multiple Values End User s View Define Recipients Options Source Source Details Cancel Input Values for Target Group Parameters Enter values for all parameters of the selected target group City of residence Important The list may only have a maximum of 100 entries in order to not overburden the user interface and to protect against abuse If more entries than this is required it would probably be better to use the Edit Field type for this parameter and let the end user input the value manually instead of selecting it from a list with too many entries 31 5 2 4 Parameter Type Date and or Time This parameter type appears as an input box on the end user s screen Choose sub selections for Date Input Format and or Time Input Format Choose at least one or choose both The selection determines whether the user will be asked to input a date a time or both It also determines how the input fields will be arranged Input fields will be ren
17. Albany Save Entry 29 Figure 23 Parameter Type Selection List End User s View Define Recipients Options Source Source Details Summary z Back Hest gt Input Values for Target Group Parameters Enter values for all parameters of the selected target group City of residence Buffalo Database specification Enter a SQL statement into the edit box This statement will be executed with the same connection parameters that were specified on the Source screen of the wizard The result set retrieved will be used to populate the selection list The values from the first column of the result set will be used as the visible text of the selection list entries If there is a second column in the result set its values will be used as the internal values for the entries If there is no second column then the values from the first column will be used both for the visible text and the internal values Any further columns in the result set are ignored Make sure that the internal values match the quote context of the parameter If the parameter placeholder is not quoted then the internal values must be integer values that is the values from the second result set column or the ones from the first column if there is only one column If the values are not integers then the parameter placeholder must be quoted any necessary escaping of quotes in the values will happen automatically This option is very useful if it is not po
18. Descriptions should assist regular users in selecting the mast appropriate target group for their jobs Selects CITY AGE and GENDER from the Web signup form database on special interests Click Next gt to continue Source On the Source screen of a target group where LISTSERV Maestro retrieves the recipients select the database plugin that matches the database to be accessed Once a selection has been made the screen will automatically refresh with input boxes for connection parameters The Source screen may appear slightly different for each of the different compatible database types Next enter the connection values required by that plugin such as host name database name password and or TCP IP port These values depend on the database being accessed Enter the SQL statement that will be executed to retrieve the recipients in the corresponding edit box This statement is executed using the connection data specified above The statement may be a fixed statement or it may contain parameters that are later filled out by a regular user when this target group is used in a recipients definition See Section 5 Defining Parameters for more information on how to parameterize the SQL statement and for details about the meaning of the opening and closing tag input fields At the bottom of the screen use the option buttons to define when the SQL statement will be executed e During recipient definition The SQL statement will be
19. In clause A part of the where clause of a SQL statement which allows the specificiation that a certain field or expression must have exactly one of several allowed values with the allowed values usually given in form of a comma separated list for the where condition to be true JDBC Stands for Java Database Connectivity This is a Java API developed by JavaSoft a subsidiary of Sun Microsystems that enables Java programs to execute SQL statements This allows Java programs to interact with any SQL compliant database Nearly all relational database management systems DBMS support SQL and because Java itself runs on most platforms JDBC makes it possible to write a single database application that can run on different platforms and interact with different DBMSs Join In relational databases a join operation matches records in two tables The tables must be joined by at least one common field That means that the join field is a member of both tables A join operation is part of a Select statement Maestro User Interface LUI A component of the LISTSERV Maestro program that allows regular users to create e mail jobs and tracking reports Multiple value A parameter type that allows for one or more values to fill in the select statement ODBC Stands for Open Database Connectivity It is a standard database access method developed by Microsoft Corporation The goal of ODBC is to make it possible to access any 39 data fr
20. L Soft Sweden AB Softy Data Administrator s Manual LISTSERV Maestro version 1 2 A LISTSERV MAESTRO This page is intentionally blank Information in this document is subject to change without notice Companies names and data used in examples herein are fictitious unless otherwise noted L Soft International Inc does not endorse or approve the use of any of the product names or trademarks appearing in this document Permission is granted to copy this document at no charge and in its entirety provided that the copies are not used for commercial advantage that the source is cited and that the present copyright notice is included in all copies so that the recipients of such copies are equally bound to abide by the present conditions Prior written permission is required for any commercial use of this document in whole or in part and for any partial reproduction of the contents of this document exceeding 50 lines of up to 80 characters or equivalent The title page table of contents and index if any are not considered to be part of the document for the purposes of this copyright notice and can be freely removed if present Copyright 2003 L Soft Sweden AB All Rights Reserved Worldwide L SOFT LISTSERV LSMTP and ListPlex are registered trademarks of L Soft international Inc LMail is a trademark of L Soft international Inc CataList and EASE are service marks of L Soft international Inc The Open Gr
21. LISTSERV Maestro 1 2 User s Manual Section 4 2 6 Selecting Recipients From a Database for more information on the recipients type Select Recipients From a Database and Section 11 2 Creating Drop In Content Elements for more information on database drop ins Section 4 2 2 of this manual has more information on the target group type LISTSERV Maestro Retrieves Recipients from Database The common factor all these functions share is that they need the database connection details to specify from where the recipients or the drop in content will be retrieved To do so select the ODBC Driver Database Plugin from the drop down list of available plugins and then specify the name of the data source to be accessed the database user name and the password if a username and or password is required or not depends on your data source setup if no username or password is required by the data source simply leave the corresponding field empty Next enter the SQL statement needed to retrieve the recipients content desired The syntax of this SQL statement also depends on the ODBC driver and data source in use and may differ from case to case Again see the documentation of the ODBC driver being used to access the data source for details Figure 29 Using the ODBC Plugin to Define a Target Group Target Group Definition Recipients Duplicate Details Elimination Parameter Details Cancel Save amp Exit z Back Hest gt General
22. Maestro 1 2 User s Manual Continuing with the example above using placeholders makes it possible to create a parameterized SQL statement that selects all recipients of a certain age range The end user who employs the target group in a recipients definition is left with the decision of what age range to use when creating the recipients definition This example shows how the actual age range values are replaced with placeholders from and to select email name city from recipients where age gt from and age lt to 5 1 1 Parameter Placeholders A placeholder is any string of characters that appears between special opening and closing tags By default the opening tag is and the closing tag is Everything surrounded by these two tags will be treated as parameter placeholders and not as part of the actual SQL statement Different tags can be defined if the default tag strings are used somewhere else in the statement and therefore cannot be recognized as placeholder tags Enter different tags in the two edit boxes below the SQL statement input field on the Source screen See Figure 4 for the exact location of the edit boxes 24 Parameter placeholders must follow these specific rules to function correctly Any occurrence of a pair of the currently defined opening and closing tags will be interpreted as a placeholder The opening and closing tags themselves are also considered part of the placeholder The text
23. Source Parameters Sample Data Summary Source Supply the database connection details and an SOL statement Select the ODBC driver Database Plugin onec Driver Database Plugin a database plugin from the list Data Source Name ABCXLS of available plugins These are configured on the server Database User Name where LUI is installed Password SOL Statement feler ei L N ME The select statement syntax will vary EE depending on your data source and from recipients news operating system This statement uses where STATE statesel an Excel spread sheet as the data source Parameter placeholders in the SQL statement are enclosed by the following tags Opening Tag R Closing Tag n The recipients will be retrieved During recipient definition Just before sending 36 Section 7 Using Enabled Target Groups in the Recipients Wizard Once Recipients Target Groups have been created and enabled by the Data Administrator they can be used in the recipients wizard to define recipients for an e mail job For more information on using the recipients wizard see Section 4 Defining Recipients of an E mail Job in the LISTSERV Maestro 1 2 User s Manual The recipient wizard is comprised of five separate screens On the first screen Options users can elect to Send to a Recipients Target Group The second screen called the Source screen will then contain a listing all of the available target groups The data admin
24. V Maestro Data Administration eene 1 1 1 oystem lsequiremielilS escsoxckudo Vosa eem dd doo aac ol ooo ecd cuta ea eio a eo a epo oet m etl as 2 Section 2 Understanding the LISTSERV Maestro User Interface eene 2 Section 3 The Data Administrator Va 4 3 1 Data Administrator s Requirements rrrrrranrnnrnanrnnrnannnnrnnrnanrnnnnannnnrnnrnnnnnennnnnnnenannnernasenennn 5 Section 4 Creating Recipients Target Groups rrrnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnennnennnnnnnnnnnnnnnnnennnnnnnnnn 6 4 1 Selecting the Type of Target Group 2 0 0 0 ecccccccceecceseeseeeceeeeeaeeseeesaeeseeseaeeseeeseueeseeesass T 4 2 The Recipients Target Groups Wizard rrrannnnnnnnrnnnrnnnrvnnrvanerannnannnnnnnennneennnenunenunenunennennee 8 4 2 1 LISTSERV Maestro Selects Recipients from a Database seeeseeseses 9 SIMI DT NU ERE 9 SOUE utu D DM MIELE DIE MEI LIE M 9 uti a 11 Parameter DEAN t er bu ena eec vrbc d anu i Hebe stc dum 12 Sample Data iit tt a n onboard piu dau 13 RENS DEIS TD mm 14 Duplcateimillialols Ne 15 SUT 16 4 2 2 LISTSERV Selects Recipients from a Database rrrrrnrrrarernrenanerannnannnernnernnernnennneen 17 SII UT 18 SOUC C X OQ 18 mic CEU UU TM 19 Parameter DEAN 20 DAMN ONO AA MET ETE Om TT 21 nisse ig I SANS MEET T RERUM 22 SUMMEN ep 22 Section 5 Defining Paralmielers aar 23 5
25. administrator in LISTSERV Maestro it is necessary to have access to and information about the systems involved Data administrators need e A LISTSERV Maestro user account with the right to administer target group and hosted recipient data enabled The LISTSERV Maestro administrator can create this type of account For more information see Section 9 2 Editing Account Information and Assigning Single User Settings in the LISTSERV Maestro 1 2 Administration Manual e Inthe case of LISTSERV Maestro accessing the database To know the type of database and specific name of the database used This determines the database plugin that LISTSERV Maestro uses to communicate with the specific type of database for example IBM DB2 or MySQL For more information on database plugins see Section 5 2 Registering a Database Plugin in the LISTSERV Maestro 1 2 Administration Manual Access to the database user account that is set up to work directly with LISTSERV Maestro including Username and Password For more information on preparing specific databases for use with LISTSERV Maestro see Section 4 2 Preparing the Database in the LISTSERV Maestro 1 2 Administration Manual e Inthe case of LISTSERV accessing the database Database server name if not the default Name of the E mail column Name of the Name column this is optional Names of any additional columns in the database to be used for mail merging e To understand how the ins
26. ameter presentation on the screen If one or more parameters are of the type Restrict values s to floating point numbers the decimal separator that the database uses needs to be defined This will be either a dot period or a comma The selection of dot or comma here only defines how the floating point number will be formatted for replacement in the SQL statement In the recipients wizard the end user will always use a dot as the decimal separator when entering a floating point number 12 Figure 6 Parameter Details Target Group Definition Parameter sample Lata Fen Sample Data General Source Parameters Save amp Exit lt Back Next gt Parameter Details Supply additional information about the target group parameters Decimal Separator Select Dot or Comma as the decimal separator for any parameters that have floating point numbers Parameter Presentation Order Use the Up and Down links to change the order of the parameters on the screen Click Next gt to continue Sample Data The next screen in the target groups wizard is called Sample Data The screen will appear as it would to regular users who are selecting recipients using this target group in the define recipients wizard Use this screen to verify order labels descriptions parameter types and values If the order of the parameters needs to be changed click the lt Back button If labels or descriptio
27. amp Exit lt Back Next General Source Parameters Parameters Enter the necessary details input type and further validatian rules far each af the parameters in the SQL statement Click the parameter link in the SQL statement to select the parameter for editing SOL Statement select from mae recipients where CITY ffcitygil AND AGE AND GENDER iigenil Parameter Details pee Mus city The label appears to the end user to identify what input is required Label City t A description can o TT appear after the input Description City of residence optional to assist the end user l select the type of input that appears Input Type Selection List Single Value Specify whether to to the regular user type the list entries lt Specify list entries manually Retrieve list entries from database in manually or have them retrieved from 24 Statement the database select distinct CITY from mae recipients Enter a SELECT statement here that will determine the selection list values available to the end user j Once a label and an optional description have been entered select the input type of the parameter There are four different types of input for parameters check box edit field selection list and date and or time Parameter Details The Parameters Details screen defines additional information about target group parameters and allows the data administrator to arrange the order of the par
28. ample ODBC drivers exist for plain text files in CSV format and for Microsoft Excel files allowing for access to CSV files or Excel sheets as if they were database tables including WHERE clauses to select only a subset of the content from the file sheet and JOINS between several files sheets to augment the data from one file with data from another With the ODBC driver for Microsoft Access and a matching setup in Access itself a Microsoft Outlook address book can be directly accessed as a recipients source 34 Figure 28 ODBC Plugin ODBC Driver for Database A Database A 2 JDBC Driver ODBC Driver ODBC Plugin gt JDBC ODBC for Bridge Database B Database B ODBC Driver SS for Database N Database N 6 1 Setting Up the ODBC Driver Plugin Before the ODBC driver plugin can be used for recipient or drop in content definition it must first be registered as an available plugin in the Administration Hub This needs to be done by the LISTSERV Maestro administrator Please see the LISTSERV Maestro 1 2 Administrator s Manual Section 5 2 Registering a Database Plugin for details 6 2 Setting Up the ODBC Data Source Before it is possible to access an ODBC data source from inside of LISTSERV Maestro the data source needs to be set up first How this is accomplished depends on the ODBC driver being used for the data source and the operating system being used In Microsoft Windows 2000 for exam
29. ars as a checkbox on the end user s screen The checkbox has two associated values one for the checked state and one for the unchecked state Enter these values accordingly they need to be different values 26 Depending on the input from the user if the box is checked or not one or the other value will be used directly to replace the parameter placeholder If the parameter placeholders were not quoted then only integers can be entered as the two values If the parameter placeholders were quoted then any string can be entered for the values and all occurrences of the quote character in these will be escaped automatically before the replacement Remember do not escape quotes when entering the values Figure 18 Parameter Type Checkbox Data Administrator s View Parameters Enter the necessary details including input type and further validation rules for each of the parameters in the SQL statement Click the parameter link in the SOL statement to select the parameter for editing SQL Statement select EMAIL ADDRESS f NAME 1 NAME GENDER AGE CITY EMAIL TYPE FROM MAE RECIPIENTS where EMAIL TYPE h AND fihtml 1 OR i EMAIL TYPE t AND ffitextii l Parameter Details Parameter html Label HTML Description Check which type s of recipients to include optional These values are the values aner heder 1 in the database representing the states on and off Value for checked checkbox state
30. ate input format was selected e month1 Will be replaced with a one or two digit representation of the month value entered by the end user with months January to September as one digit and months October to December as two digits for example 9 or 12 Available only if a date input format was selected e day2 Will be replaced with a two digit representation of the day value entered by the end user for example 01 or 31 Available only if a date input format was selected e day1 Will be replaced with a one or two digit representation of the day value entered by the end user with days 1 to 9 as one digit and days 10 to 31 as two digits for example 1 or 31 Available only if a date input format was selected e hour2 Will be replaced with a two digit representation of the hour value entered by the end user for example 08 or 23 Available only if a time input format was selected e hour1 Will be replaced with a one or two digit representation of the hour value entered by the end user with hours 0 to 9 as one digit and hours 10 to 23 as two digits for example 1 or 23 Available only if a time input format was selected 32 min2 Will be replaced with a two digit representation of the minute value entered by the end user for example 04 or 59 Available only if a time input format was selected min1 Will be replaced with a one or two digit representation of the minute value entered by the e
31. ave amp Exit button is available on every screen Clicking this button saves the current state of the wizard allowing the data administrator to re enter the wizard and complete the definition This will put the target group in any of the three states ncomplete Complete or Enabled depending on whether all screens in the wizard were completed and if Yes allow the definition of recipients based on this target group checkbox on the summary screen was selected or not A completed target group may be enabled at any time by entering the target groups wizard and going directly to the Summary screen click on the Summary link in the menu bar On the summary screen check the box Yes allow the definition of recipients based on this target group Existing target groups may be edited by clicking on the name of the target group and making changes to any of the wizard screens then clicking Save amp Exit 4 2 1 LISTSERV Maestro Selects Recipients from a Database This target group type is based on the recipients type Select Recipients from a Database as available in the recipients wizard during recipients definition of a job There are multiple screens that take the data administrator through the process of defining a recipients target group using LISTSERV Maestro to select recipients from a database General The General screen in the wizard defines the name category and description of the target group Both name and description
32. ce Details screen will go directly to the Summary screen From there click the Finish button to save the recipient definition for the job and return to the Workflow screen Important When a target group is selected within a job LISTSERV Maestro makes a copy of the selected target group and the target group remains in that job exactly as it was defined at the time that the target group was selected for that job If any changes are made to a target group after it has been enabled the data administrator should inform all users of the change If the new definition of the target group is required for the current job the user needs to refresh the target group definition by following these steps 1 Re open the Recipients Wizard 2 Click on the link Select Different Target Group on the Source screen 3 Select the same target group 4 The Recipients Wizard will display a message informing the user that the target group has changed since it was originally defined and the user will need to reenter the parameters for the target group Figure 32 Message End User Sees if Target Group Has Been Changed x 2 The definition of this target group has been changed since you selected it the first time Click OK iF you want to use this new definition this will undo your current parameter input values Cancel 38 Glossary of Terms Administration Hub HUB A component of the LISTSERV Maestro program that allows the administrator to
33. create user accounts and assign and change settings for the entire application Column A vertical set of data as in a table or spreadsheet Database Plugin Is used to connect LISTSERV Maestro to a database and to allow the user to select recipient data from a database table in the recipient wizard The user selects the matching plugin for the database he she wants to access then provides the connection data like host name port user name password etc and LISTSERV Maestro is then able to access that database to select the recipients DBMS Stands for Database Management System It is a collection of programs that enables users to store modify and extract information from a database Examples of DMBSs are Microsoft Access Oracle 9j MySQL and many others E mail Merge Placing variables that are extracted from a database into an e mail message template This operation permits individual personalization of otherwise bulk e mail messages Field In databases a field is the smallest unit of information that can be accessed Fields generally have certain attributes associated with them that stipulated the type of data contained within the field In database management systems a field can be required optional or calculated A collection of fields is called a record Floating point number Any number that has a decimal place Header A special row of data that defines and labels the columns in a database file
34. creen of the wizard as further verification that the statement and the parameters are correct 21 If this is the first time the target groups wizard is engaged for a new target group definition be sure and click Save amp Exit to save all previous work on the target group if it is necessary to close the wizard before the Summary screen is reached Recipient Details When LISTSERV selects recipients from a database the screen is split into two sections Recipient Identification Columns and Additional Merge Columns Under Recipient Identification Columns specify which of the recipients columns in the database contains the e mail addresses that will be used for delivery Type the column name in the corresponding edit box Optionally specify which of the recipient columns in the database contains the names of the recipients by typing the column name in the corresponding edit box If a column name is entered the names of the recipients will be included in the To field of each individual message making the mail more personalized If other data in the database is going to be used for mail merging it is necessary to identify each of the column names Under Additional Merge Columns type each column name in the corresponding edit box one name per row Mail merging is optional but if employed other recipient data can be used in the message making it more personal For more information on using merging fields see the LISTSERV
35. dered as three input fields for the date day month year ordered according to specification and or as two or three input fields for the time hours and minutes with or without seconds according to your specification All end user time input must be in the 24h format from 00 00 00 to 23 59 59 An AM PM input format is not available In addition to defining how the date time input will look for the end user it is also necessary to define how the input from the user is converted into a string that matches the date time format used in the database Do this by entering a format string into the specified edit field In that format string use any desired characters For example separation characters like or Also use any of the format placeholders listed to the right of the edit field Each format placeholder will later be replaced with the corresponding date time value in the corresponding format The possible format placeholders are e year4 Will be replaced with a four digit representation of the year value entered by the end user for example 2002 Available only if a date input format was selected e year2 Will be replaced with a two digit representation of the year value entered by the end user for example 02 Available only if a date input format was selected e month2 Will be replaced with a two digit representation of the month value entered by the end user for example 09 or 12 Available only if a d
36. dividual using the e mail account Summary The Summary screen displays all the important details about the target group for verification The screen is split into categories listing the relevant details for each part of the target group A target group that has been created by the data administrator is not automatically enabled for use in the recipients wizard The data administrator must explicitly enable the use of each target group Target groups need to be enabled individually giving the target group administrator control over the use of each target group This way groups can be created in advance and only enabled when needed Similarly target groups can be disabled preventing users from accessing them without permanently deleting them 16 To enable a target group check the box labeled Yes allow the definition of recipients based on this target group located under the first category General Information Target groups that are enabled meet all the requirements for the definition of recipients and they are available for use in the recipients wizard To disable a target group uncheck the box labeled Yes allow the definition of recipients based on this target group This will put the target group into a state called Complete where all the requirements for the definition of recipients are met but the target group is not released for use in the recipients wizard Figure 10 Target Groups Wizard Summary Target Grou
37. e the value used to replace the placeholder This type is only available if the matching placeholder is not inside of an in clause context In the multiple values version the input field will be rendered with multiple lines and the end user may enter several lines of text Each line will be interpreted as a separate value and the placeholder will be replaced with a comma separated list of all values of all lines Empty lines will be ignored This type is only available if the matching placeholder is inside of an in clause context Figure 20 Parameter Type Edit Field Single Value Data Administrator s View Parameters Enter the necessary details input type and further validation rules far each of the parameters in the SOL statement Click the parameter link in the SQL statement to select the parameter for editing SQL Statement select email address f name 1 name age gender from mae recipients where interestl Iimodelnum Parameter Details Parameter madelnum Label Enter the model number here Description optional Input Type Edit Field Single Value Validation rule to apply on the input values Restrict value s to integer numbers Allow free text input Restrict value s to floating point numbers Define Recipients Options Source Source Details Cancel z Back Next gt Input Values for Target Group Parameters Enter values for all parameters of the selected target group Enter the model n
38. ed statement is useful but only for certain circumstances The first example given here would simply select all entries from a certain table If that is the required behavior then a fixed statement is the correct statement type to use The second example selects only those recipients that are in their thirties age gt 30 and lt 39 This is very limiting Targeting a different age group would necessitate creating a new target group with a different SQL statement In fact with fixed statements every different age group would require its own target group and SQL statement Setting up these fixed statements would involve a lot of work for the LISTSERV Maestro data administrator as well as take away flexibility for the end users Using a parameterized statement can save time and effort as well as giving end users more flexibility in selecting recipients A parameterized statement contains placeholders in the SQL code that are replaced by the end user who uses the target group for the actual recipients definition These placeholders are not real SQL code but a sort of meta code By using placeholders parts of the SQL statement that are not yet known can be defined at the moment the SQL statement is entered into the system These placeholders are then replaced with actual values before the statement is executed This behavior is very similar to the use of Drop In Content elements as described in Section 5 1 Drop In Content in the LISTSERV
39. et groups in the selected category are links to manipulate the category itself e Delete Category Allows the currently selected category to be deleted Only available if the current category is empty Not available for No Category gt e Rename Category Allows the name of the currently selected category to be changed Not available for No Category gt 4 1 Selecting the Type of Target Group To create a new target group scroll to the bottom of the screen and find the drop down menu that says Create a new Target Group of the following type There are two ways that LISTSERV Maestro can create a target group having LISTSERV Maestro run the SELECT statement by directly communicating with the database or having LISTSERV run the SELECT statement for DBMS backed LISTSERV installations e LISTSERV Maestro Retrieves Recipients from Database This target group type is based on the recipients type Select Recipients from a Database as available in the recipients wizard during recipients definition of a job For more information on this part of the recipients wizard see Section 4 2 6 Selecting Recipients From a Database in the LISTSERV Maestro 1 2 User s Manual If this target group type is selected the target group wizard will require that a database connection a SQL statement merge column headers and duplicate elimination be entered the same way as when using the underlying recipients type in the recipients wizard Optionally
40. executed when this target group is used in the recipients wizard to define the recipients of a job and when the Summary screen of that recipients wizard is entered This means that if the user chooses this target group in the recipients wizard then the list of the actual recipients is defined at the moment the user completes the recipients wizard If the database content changes between that moment and the actual sending of the job those changes will not be reflected in the list of recipients of the job e Just before sending The SQL statement will be executed when this target group is used in the recipients wizard to define the recipients of a job at the moment before the job is actually sent This means that if the end user chooses this target group in the recipients wizard then the list of the actual recipients is defined at the moment the job is actually sent which may be some time after the recipients wizard is completed If the database content changes between the completion of the recipients wizard and the actual sending of the job those changes will be reflected in the list of recipients of the job e Important If the database is not available during the sending of the job the job will fail Be sure to coordinate sending time and database maintenance time to avoid any conflicts 10 Figure 4 Target Groups Wizard Source Target Group Definition Parameter General Source Parameters Ea Details Save a
41. hin a row value of O Brian After replacement the resulting data would automatically become lastname O Brian or whatever escape of the quote character is the correct one for the database in use Do not define values with quote characters already escaped since that would lead to a double escaped character Placeholders in in clauses require special attention An in clause is a SQL construct that allows an OR comparison with a range of values Instead of writing Value x or value y or value z itis possible to write value in x y z enumerating the possible values in a comma separated list within parenthesis To parameterize this use a placeholder instead of this comma separated list as with value in arg orinthe quoted form value in arg Both forms are very similar The placeholder will be replaced with a comma separated list representing all choices the user makes Do not include a whole list of placeholders but only a single placeholder This single placeholder is then be replaced by the list of the choices the user makes If the non quoted form is chosen then the choices are also not quoted so they must be integer values If the quoted form is chosen then all choices will be quoted each one separately and any quotes appearing in a choice value will automatically be escaped 25 Here are some examples Assume value in arg and that the user selected the choices 1 5 23 and 412 T
42. his will result in a replacement like this value in 1 5 23 412 Assume lastname in arg and that the user selected the choices Miller O Brian and Wagner This will result in a replacement like this lastname in Miller O Brian Wagner e Two placeholders that have the same parameter name must also have the same integer non integer type You cannot define an integer parameter and use the same parameter name for a non integer parameter or vice versa e Two placeholders that have the same parameter name must also have the same in clause non in clause type You cannot define a parameter inside of an in clause and use the same parameter name for a parameter outside of an in clause or vice versa 5 2 Available Parameter Types There are four basic parameter types check box edit field selection list and date and or time Each parameter type is only available for certain types of select statements Table 2 summarizes which parameter types are available for which kinds of statements Table 2 Available Parameter Types for Select Statements Available Parameter Integer values Integers values Non integer values Non integer values Types outside any inside an quoted outside any quoted inside an in clause in clause in clause in clause Edit field single value Edit field multiple values Selection list single value Selection list multiple values 5 2 1 Parameter Type Checkbox This parameter type appe
43. ich not to be considered Figure 9 Target Groups Wizard Duplicate Elimination Target Group Definition Recipients Duplicate Details Elimination Parameter Details summary General Source Parameters Sample Data Save amp Exit Back Next gt Duplicate Elimination To avoid unnecessary and in mast cases unwanted double messages to the same recipient use this page to remove duplicates from your recipient data Duplicate Elimination Options C Do not remove duplicates C Remove duplicates with the same e mail address fe Use my list of columns to determine duplicates L NAME EMAIL ADDRESS MODEL HUM Recipient Sample F NAME L NAME EMAIL ADDRESS MODEL NUM PET Xavier mero zaviermmmaestro dema lsoft com 5454 bird fip Removing duplicates from recipient data can be a useful way to ensure that multiple messages are not sent to the same recipient It is common practice for one person to have more than one e mail address for example a work e mail address and a personal e mail address By creatively selecting one or more criteria to remove duplicates it is possible to avoid sending multiple messages to the same person with different e mail addresses Similarly several recipients may use the same e mail address for example family members sharing an ISP may also share an e mail address In this case it might be desirable to send multiple messages to the same address shared by multiple recipients but addressed to each in
44. ing them without permanently deleting them To enable a target group check the box labeled Yes allow the definition of recipients based on this target group located under the first category General Information Target groups that are enabled meet all the requirements for the definition of recipients and they are available for use in the recipients wizard To disable a target group uncheck the box labeled Yes allow the definition of recipients based on this target group This will put the target group into a state called Complete where all the requirements for the definition of recipients are met but the target group is not released for use in the recipients wizard Figure 17 LISTSERV Selects from a Database Summary Target Group Definition Recipients Details Parameter Details summary General Source Parameters Sample Data Save Exit z Back Finish Summary This page summarizes the settings specified for this target group definition General Information Name Opt in date Description OPt in date for recipients This target group definition meets all necessary requirements for the definition af recipients MW Yes alow the definition of recipients based on this target group SQL Statement and Parameters Database Server default Quote Character Escaped Quote SQL Statement select from mae recipients where opt in date optin Parameters Name Label optin enter the opt i
45. istrator may place target groups on this screen within categories for organizational purposes Use the drop down menu to select a category if appropriate Once the category is selected the target groups listed in the table will change to list only those in that category To select a target group to use for the recipients list click on the name of the target group The Source screen will confirm the selection If the selection is correct click the Next button To change the target group click the link Select Different Target Group which will re open the first source screen Figure 30 Source Screen for Recipients Target Groups Define Recipients Options Source Cancel Source Information about the currently selected recipients target group Select a target group category then select a target group by clicking on the name in the list below Category No Category gt 4 Use the drop down menu to select a Mail Type Description Recipients preference of mail type HTML or plain text Appears as a check box If checked HTML mail will be sent If unchecked plain text mail will be sent Uses maestro recipients less table in Oracle customer database Pet Type Description Selects recipients pet type Appears as a single input field Uses maestro recipients less table in Oracle customer database Select by CITY Description Select recipients by city Appears as a drop down menu Uses maestro recipients less
46. jobs that have been delivered From here it is possible to generate quick reports on a selected job Tracking Reports Engages the reporting wizard to produce graphs and reports from the tracking data collected from delivered messages User Settings Stores information about sender profiles drop in content elements and recipients target groups Also listed here are individual user preferences and change password options These icons are repeated along the left side of every screen for navigational purposes Section 3 The Data Administrator Using data from an institution s database for the creation of targeted e mail messages is one of LISTSERV Maestro s most powerful features In order to use this feature successfully a thorough understanding of where the data is housed and how it is organized is necessary In many cases the person who is creating e mail jobs is not the person who has access to and oversees institutional data In recognition of these different roles and to facilitate LISTSERV Maestro s ability to communicate with databases directly or through LISTSERV a special account type called Data Administrator has been introduced The data administrator account can simplify and streamline the use of databases to select recipients and recipient data to the point where regular account holders do not need to know anything about how and where data is stored To do this the data administrator creates predefined recipients list
47. k the parameter link in the SQL statement to select the parameter for editing SQL Statement select email address f name 1 name gender age interestl opt in date from Bae recipients where opt in date lt date Parameter Details Parameter date Label enter the apt in date Descriptian optional Input Type Date and or Time Specify how the date time input will look far the user Date Input Farmat Month Day Year Time Input Farmat E none Specify how the date time value is converted inta a database readable format Enter the conversion format using any separators and other characters the format requires using the placeholders shown next to the input field They will be replaced with the corresponding four twn or one digit value nontn2 day2 year4d Lngd dpi months monthl Preview of conversion for Sep 1 2002 08 04 06 AM daye dayl 09 01 2002 33 Figure 27 Parameter Type Date and or Time End User s View Define Recipients Options Source Source Details Cancel z Back Next gt Input Yalues for Target Group Parameters Enter values for all parameters of the selected target group mm dd vyyy enter the opt in date CLA gt Important Note This database format always requires a 24h time format from 00 00 00 to 23 59 59 This input type cannot be used to generate a database time format that includes AM PM information with hours from 1 to 12 It is also not possible
48. lations operating in a production environment See the LISTSERV Maestro 1 2 Administration s Manual for more information Supported databases are e Oracle 8j Oracle 9j and compatible versions e DB2 V7 2 and compatible versions e MySQL 3 23 42 and compatible versions e SQL Server 7 0 and 2000 LISTSERV Maestro can also use a separate database to select recipients from database tables Supported databases are e Oracle 8j Oracle 9j and compatible versions e DB2 V7 2 and compatible versions e MySQL 3 23 42 and compatible versions e SQL Server 7 0 and 2000 e Any database that is reachable using ODBC this is read only access The three LISTSERV Maestro components the two external components and the optional database may be installed on any combination of hosts from one single host shared by all components to six dedicated hosts one for each component For more information on host restrictions installing LISTSERV Maestro and starting and stopping the LISTSERV Maestro service see the LISTSERV Maestro Installation Manual For more information on preparing databases to work with LISTSERV Maestro see the LISTSERV Maestro Administrator s Manual 1 1 System Requirements Depending on the operating system of the client used for the access the following browsers are supported when accessing the Maestro User Interface or Administration Hub e Client with Windows Microsoft Internet Explorer 5 5 or later Netscape 7 0 or
49. lues and all occurrences of the quote character in these will be escaped automatically before the replacement Do not escape quotes when entering the values To add a new entry click on the New link to the right of the list Enter the visible text into the left edit fields and the internal value into the right field Click on Save Entry The new entry will be added to the list To modify an existing entry simply select the entry in the list then edit its visible text and or internal value in the two edit fields above and click Save Entry to save the changes The entry will be updated accordingly To change the ordering of the entries select the entry to move and click Up or Down to move it in the list To delete an entry select it and click Delete Figure 22 Parameter Type Selection List Manual Specification Data Administrator s View Parameters Enter the necessary details input type and further validation rules for each of the parameters in the SQL statement Click the parameter link in the SQL statement to select the parameter for editing SQL Statement select F NAME L NAME EMAIL ADDRESS INTEREST1 INTEREST2 from mae recipients where CITY city Parameter Details Parameter city Label City of residence Description optional Input Type Selection List Single Value v Specify list entries manually Retrieve list entries from database Text in Selection List Internal Parameter Value Albany
50. mns contains the e mail addresses that will be used for delivery Select the matching column name from the drop down menu If the Use additional recipient data for mail merging and tracking option was selected it becomes possible to also select the column that contains the recipients names from the corresponding drop down menu This is an optional selection but if chosen the names will be included in the To field of each individual message making the mail more personalized Choosing the Use additional recipient data for mail merging and tracking option also allows the headers of all columns to be edited This might be required if the column headers do not match the names that are used as the merge fields For example if the table happens to have non meaningful headers such as COL 1 COLn then they can be renamed here to give them more meaningful names This makes it much easier to use them for mail merging Changing the header names in LISTSERV Maestro does not in any way affect the actual database table it only renames the columns for the purposes of LISTSERV Maestro s mail merging Choosing the gnore additional recipient data and send job as bulk e mail option requires that the values for the To field are entered manually Since with bulk sending all recipients 14 receive exactly the same mail content including all mail headers it is not possible to have different To fields for different recipients just as it i
51. mp Exit Source Supply the database connection details and an SQL statement Database Plugin iam DB v7 2 Driver Database Plugin Database Name rs 12 DB2 Server User Name db2admin Connection values for the database Password RAT SQL Statement select from mae recipients where CITY city AND AGE age Type in the select statement here AND GENDER age Parameter placeholders in the SOL statement are enclosed by the following tags Opening Tag R Closing Tag n The recipients will be retrieved During recipient definition Just before sending Click Next to continue Parameters If parameters are part of the SQL statement on the Source screen they will need to be further defined on the Parameters screen All parameters appear as clickable links Parameters highlighted in yellow are undefined and parameters appearing as normal links have already been defined Click on any parameter highlighted or not to select it Fill out the parameter s initial definition or edit an existing definition in the lower part of the screen The definition of the parameters made here will affect the choices that the end user will have when using this target group in the recipients wizard For more information on creating parameters and the different parameter types see Section 5 Defining Parameters 11 Figure 5 Target Groups Wizard Parameters Target Group Definition Parameter Details Save
52. n date Recipients Statistics SQL Statement select from mae recipients where opt in date 2003 with replaced sample parameter values E Mail Column EMAIL ADDRESS Section 5 Defining Parameters Parameters are the placeholders within the SQL statement that are replaced with values chosen by a regular user during the recipient definition of the job By using parameters the data administrator can use the same basic SQL statement for many jobs turning over the details to the regular user who can use them without having to know anything about the actual SQL that lies behind the target group or even know SQL in general This saves time and effort for all team members It also allows group members to share the same target groups while permitting each target group to be used to create different recipient definitions for individual jobs 23 5 1 Fixed and Parameterized SQL Statements A SQL statement for a target group can either be a fixed statement or a parameterized statement A fixed statement contains SQL code that is fixed meaning that it will be used in the same form every time it is used with the target group For example select from recipients Or more complex select email name city from recipients where age gt 30 and age lt 39 Such a fixed statement will always yield the same results regardless of the circumstances of how the target group is used as long as the actual database content does not change A fix
53. nd user with minutes O to 9 as one digit and minutes 10 to 59 as two digits for example 4 or 59 Available only if a time input format was selected sec2 Will be replaced with a two digit representation of the seconds value entered by the end user for example 06 or 59 Available only if the time input format with seconds was selected sec1 Will be replaced with a one or two digit representation of the seconds value entered by the end user with seconds 0 to 9 as one digit and seconds 10 to 59 as two digits for example 6 or 59 Available only if the time input format with seconds was selected While typing the format string into the input field the sample date time Sep 1 2002 08 04 06 AM will continuously be converted into that format and the result displayed below the input field For example if month2 day2 year4 hour2 min2 sec2 is entered as the format then the sample will display 09 01 2002 08 04 06 The input from the end user will be applied to the format string entered in the same way as with the sample date and the resulting string will be used to replace the parameter placeholder All occurrences of the quote character in the date time string will be escaped before the replacement Figure 26 Parameter Type Date and or Time Data Administrator s View Parameters Enter the necessary details input type and further validation rules for each of the parameters in the SOL statement Clic
54. ng tags are used to denote the parameter The tags can be changed from their default values of opening and closing Y curly brackets by entering other characters in the corresponding boxes The quote character and an escaped quote character used by the database to enclose string literals also needs to be entered in the corresponding boxes See Section 5 Defining Parameters for more information on how to parameterize the SQL statement and for details about the meaning of the opening and closing tag input fields Figure 12 Target Groups Wizard Source Target Group Definition Parameter Sample Data is Summary General Source Parameters i mete Details Cancel Save amp Exit lt Back Next gt Source Enter the name af the database server attached to LISTSERV and an SOL statement Database Server optional leave empty to use the default database SQL Statement select from mae recipients where city city Type in the select statement here Parameter placeholders in the SQL statement are enclosed by the following tags Opening Tag lit Closing Tag n Quote character used by the database to enclose string literals Quote Escaped Quote frequired when using parameters Click Next gt to continue Parameters If parameters are part of the SQL statement on the Source screen they will need to be further defined on this screen All parameters appear as clickable links Parameters highlighted in yell
55. ns need to be changed click the Parameters link in the top links bar to re enter the Parameters screen When the Sample Data screen is displayed any SQL statements that are required to determine the values of single selection or multiple selection lists are executed By executing the SQL statements the drop down lists or multi line lists are filled in with values that can be selected Using the selections lists checkboxes input fields and or date fields make selections for each parameter type on the sample data screen Click Next gt to continue Figure 7 Target Groups Wizard Sample Data Target Group Definition Recipients Details Parameter Details Save amp Exit lt Back Next General Source Parameters Sample Data Sample Data Please enter valid input values for the target group parameters City of residence New York Gender Male Age so 13 The values entered in the Sample Data screen are used to fill out the actual target group SQL statement the same way as it will later happen in the recipients wizard The SQL statement will be executed and retrieve up to ten sample recipients that will be displayed on the next screen Recipients Details The filled out statement will be displayed on the Summary screen of the wizard as further verification that the statement and the parameters are correct e If this is the first time the target groups wizard is engaged for a new target group
56. om any application regardless of the database management system DBMS handling the data Parameter In LISTSERV Maestro a parameter acts like a placeholder for a part of a SQL statement that will be inserted into the whole statement when the regular user defines it Quote character In a SQL statement a character usually the single quote used to enclose string literals to set them off from the rest of the SQL statement In a text file CSV file containing data a character or symbol used to surround a separator character that is used in the actual data in a column so that the separator character is not confused with the character that appears in the data For example if a comma is used as the separator character in a database file all the fields of data are separated by a comma If the comma is also used within a field a quote character must surround the entire field If the quote character is used in a field it must be used twice or escaped Record In database management systems a record is a complete set of information Records are made up of a number of fields each of which contains an item of information A set of records constitutes a file Select Statement A SQL statement in form of a query that is issued to a database to retrieve data Single value A parameter type that allows for the selection of only one value to fill in the select statement SQL Abbreviation of Structured Query Language SQL is a
57. oup Motif OSF 1 UNIX and the X device are registered trademarks of The Open Group in the United State and other countries Digital Aloha AXP AXP Digital UNIX OpenVMS HP and HP UX are trademarks of Hewlett Packard Company in the United States and other countries Microsoft Windows Windows 2000 Windows XP and Windows NT are registered trademarks of Microsoft Corporation in the United States and other countries Sun Solaris SunOS and PMDF are trademarks or registered trademarks of Sun Microsystems Inc in the United States and other countries IRIX is a registered trademark of Silicon Graphics Inc in the United States and other countries Linux is a registered trademark of Linus Torvalds Intel and Pentium are registered trademarks of Intel Corporation All other trademarks both marked and not marked are the property of their respective owners This product includes software developed by the Apache Software Foundation http www apache org Some portions licensed from IBM are available at http oss software ibm com icu4i This product includes code licensed from RSA Security Inc Manuals for LISTSERV are available in PDF format from ftp Isoft com They are also available on the World Wide Web at the following URL URL http www Isoft com manuals index html L Soft invites comment on its manuals Please feel free to send your comments by e mail to MANUALS LSOFT COM Contents Section 1 Introduction to LISTSER
58. ow are undefined and parameters appearing as normal links have already been defined Click on any parameter highlighted or not to select it Fill out the parameter s initial definition or edit an existing definition in the lower part of the screen The definition of the parameters made here will affect the choices that the end user will have when using this target group in the recipients wizard For information on creating parameters and the different parameter types available see Section 5 Defining Parameters 19 Figure 13 Target Groups Wizard Parameters Target Group Definition Parameter Le era sOurte Faramerers 7 ampie Vata General Source Parameters Details Sample Data Save amp Exit lt Back Next gt Parameters Enter the necessary details including input type and further validation rules for each of the parameters in the SQL statement Click the parameter link in the SOL statement to select the parameter for editing SQL Statement select from mae recipients where city city Parameter Details Parameter city The label appears to the end user to identify what input is required Label City A description can appear after the input Description City of residence i optional to assist the end user Input Type Selection List Single Value Text in Selection List Internal Parameter Value Manually enter the text for the i i i Save Ent selection list and if any the ave Entry
59. p Definition Parameter _ pla hats Recipients Duplicate General Source Parameters Si e Dat RE Summary x EEE Details Details Elimination Gave amp Exit lt Back Finish Summary This page summarizes the settings specified for this target group definition General Information Name city age gender Description city of residence age and gender from mae_recipients in DB2 This target group definition meets all requirements necessary for the definition of recipients SQL Statement and Parameters SQL Statement select F NAME L NAME EMAIL ADDRESS INTEREST1 INTEREST2 from mae recipients where CITY city AND GENDER gen AND AGE age Parameters Name Label city City of residence gen Gender age Age Recipients Statistics The recipients will be retrieved During recipient definition SQL Statement select F NAME L NAME EMAIL ADDRESS INTEREST1 INTERESTZ from mae recipients where CITY New York with replaced sample parameter values AND GENDER m AND AGE 50 E Mail Column EMAIL ADDRESS contains valid e mail addresses Name Column F NAME Usage of Recipients Data Used for mail merging and tracking Duplicate Elimination Selected Duplicate Elimination Use my list of columns to determine duplicates Recipients Sample F NAME L NAME EMAIL ADDRESS MODEL NUM PET Xavier Xero xavier maestro demo lsoft com 5454 bird 4 2 2 LISTSERV Selects Recipients from a Database This target group ty
60. pe is based on the recipients type Let LISTSERV Select Recipients From a Database as available in the recipients wizard during recipients definition of a job There are multiple screens that take the data administrator through the process of defining a recipients target group using LISTSERV to select recipients from a database LISTSERV Maestro to select recipients from a database 17 General The General screen in the wizard defines the name category and description of the target group Both name and description are mandatory Enter a meaningful name and a good description so the regular users who are selecting target groups in the recipients wizard will have all the information they need to decide which target group to use Target groups can be clustered in categories making it easier for regular users to select a target group A category is meant to contain target groups that are related to each other The intent of categories is to minimize the time needed to locate a specific target group By selecting a category first users do not need to browse through all the available target groups but only those in the relevant category To add a target group to a category select the category for the target group from the drop down menu To create a new category click the New Category link and define a new category by entering its name into the edit field Target group categories are optional If no category is selected or created target gro
61. ple an ODBC data source can be set up using the Start menu Start gt Settings gt Control Panel gt Administrative Tools gt Data Sources ODBC Please see the documentation of the ODBC driver and the operating system for instructions on setting up an ODBC data source Important note When setting up the data source configure it in such a way that later from inside LISTSERV Maestro only the data source name needs to be supplied along with the user name optional the user password optional and the SQL select statement to access the data source No other configuration parameters must be required when accessing the data source from LISTSERV Maestro All necessary configuration must have taken place when the data source was set up in the operating system environment This setup must be done on the server where the Maestro User Interface LUI component of LISTSERV Maestro is installed 35 6 3 Accessing the ODBC Data Source from LISTSERV Maestro Once a data source is set up in the operating system environment access to this data source from inside of LISTSERV Maestro can occur any time even if a browser on a computer other than the server where the Maestro User Interface itself is installed is being used accessing LISTSERV Maestro remotely from a different computer The data source can be used for recipient definition recipients wizard or target group wizard or for content definition using a database drop in Please see the
62. rameter Types for Select Statements rrrrrnrarnrrrannrarnrarnrrnvernnnrnnnennne 26 About This Manual Every effort has been made to ensure that this document is an accurate representation of the functionality of LISTSERV Maestro As with every software application development continues after the documentation has gone to press so small inconsistencies may occur We would appreciate any feedback on this manual Send comments by e mail to MANUALS LSOFT COM The following documentation conventions have been used in this manual e Quotations from the screen will appear in italics enclosed within quotation marks e Clickable buttons will appear in bold e Clickable links will appear in bold e Directory names commands and examples of editing program files will appear in Courier New font e Emphasized words or phrases will be underlined e Hyperlinks actual or fictitious will be underlined unless they are part of a screen shot or direct quotation from the screen Some screen captures have been cropped and annotated for emphasis or descriptive purposes fip The Tip symbol is used to indicate practical advice or applications for using a feature The Caution symbol is used to indicate possible pitfalls and other important information Section 1 Introduction to LISTSERV Maestro Data Administration Designed specifically to work with LISTSERV 1 8e or later and LSMTP 1 1b or later LISTSERV Maestro allows user
63. s complete with a name and description called recipients target groups Regular account holders can then use these target groups to select the recipients for their jobs The data administrator builds the recipients target groups by writing SQL statements to retrieve data from a database The data administrator also designs the methods regular users employ to select the data in a series of check boxes drop down menus and or text boxes There are many advantages to using recipient target groups Using recipient data stored in a database can save time and system resources The database can be continually updated until the time the job is sent ensuring that the most current data is used for the job Recipient target groups are shared among group members and can be reused for multiple jobs Parameters can be inserted into recipient target groups so that regular account holders have some control over what recipients are retrieved from the database for each job Using parameters also reduces the number of individual SQL statements that need to be written for jobs The data administrator does not need to be involved with any other parts of e mail jobs Specific recipient target groups can be removed from use without deleting them They can be reinstated whenever desired Recipient target groups can be organized into categories for easy recognition 3 1 Data Administrator s Requirements In order to effectively assume the role of a data
64. s not possible to have mail merging However some sort of To field is required Following e mail standards it must contain an e mail address usually of the recipient and optionally a name Since all recipients will be getting the same To field value it cannot contain an actual recipient s address or name Therefore with such bulk jobs it has become common practice to input a generalized e mail address of your own organization probably the sender address or an info address with a matching name An example of this practice might be info mycorp com as the address and Your MyCorp Team as the name Input values that fulfill institutional or company requirements into the matching edit fields With this option selected column headers cannot be renamed but that is not necessary since mail merging is disabled Figure 8 Target Groups Wizard Recipients Details Target Group Definition Recipients Duplicate Details Elimination Parameter General Source Parameters OSE EE Details Sample Data Summary Save amp Exit Back Next gt Recipients Details Select the columns in the recipient data containing the e mail address and name Usage of Recipients Data fe Use additional recipient data for mail merging and tracking Ignore additional recipient data and send job as bulk e mail No mail merging possible only blind tracking possible Recipient Identification Columns Select the columns that identif
65. s to easily create and send personalized e mail messages using a Web interface Incorporated into the powerful tool is a tracking component that can collect data every time a recipient opens an e mail message or clicks on a URL contained within the message The LISTSERV Maestro program is comprised of three components that work together e The Administration Hub Controls all user and program settings It is the central component that stores registry and account information It is accessed both by the Maestro User Interface and by Maestro Tracker to store and retrieve settings It has its own administrator user interface e The Maestro User Interface The actual user interface Individuals and groups use it to create and distribute customized e mail messages It is also used to access view and download the collected tracking data e The Maestro Tracker Receives and compiles tracking data from delivered e mail messages In addition to LISTSERV Maestro s three components LISTSERV Maestro also relies on the existence of two other external components e Aninstallation of LISTSERV 1 8e build October 31 2003 or later e An installation of LSMTP 1 1b or later These two components must be configured to work together LISTSERV Maestro can connect to a separate database installation to store its own internal data This is a necessary requirement for all Linux and Solaris installations and highly recommended for Windows instal
66. ssible or desirable to enter all the selection values by hand There may be many different selections and some of the values may not yet be known For example think of a target group that has the city where a recipient lives as one of the parameters in order to do mailings limited to the residents of a certain city select from recipients where city name If this parameter is assigned the type Selection List all possible cities could be entered manually But this approach requires a lot of work and all the possible cities may not yet be known Another drawback to using this approach is that the list would have to be updated manually each time a recipient from a new city is entered into the database To avoid all this time and effort use an SQL statement like select distinct city from recipients order by city This statement accesses the same table as the target group itself see the first SQL statement above using the same database connection settings It generates exactly one column that 30 contains all cities that are currently in the city column in the table in alphabetical order The end user can then simply select one of these cities Figure 24 Parameter Type Selection List Multiple Values Database Specification Data Administrator s View Parameters Enter the necessary details input type and further validation rules for each of the parameters in the SQL statement Click the parameter link in the SOL statement
67. takes the data administrator through all the steps necessary to define the settings of the target group The Recipients Target Groups Wizard is comprised of multiple screens The top row of the wizard displays links to these screens The screen that is currently open is marked with a highlighted background Depending on the choices made on some of the wizard screens other screens may become disabled or be displayed differently If a wizard screen is disabled it means that the screen is not necessary with the current selections and can be safely ignored When the wizard is entered for the first time for a newly created target group it is necessary to click Finish or Save amp Exit in the wizard to actually create the target group Exiting the wizard by clicking Cancel clicking any of the navigational icons or by closing the browser will not create a new target group If the wizard is exited by any method within an existing target group the target group will remain but any changes made since the last save will not be applied The Finish button is only available on the Summary screen of the wizard The Summary screen only becomes available if the entire wizard is completed If the wizard is closed by clicking Finish then the target group will exist in the Complete or in the Enabled state depending on whether the Yes allow the definition of recipients based on this target group checkbox on the summary screen was selected or not The S
68. the SQL statement may be parameterized Using parameters in the SQL statement allows the user to define variables in the recipient wizard when this target group is used for a recipient definition For more information on using parameters see Section 5 Defining Parameters e LISTSERV Retrieves Recipients from Database This target group type is based on the recipients type Let LISTSERV Select Recipients From a Database as available in the recipients wizard during recipients definition of a job For more information on this part of the recipients wizard see Section 4 2 7 Letting LISTSERV Select Recipients From a Database in the LISTSERV Maestro 1 2 User s Manual If this target group type is selected the target group wizard will require that a database name a SQL statement and merge column headers be entered the same way as when using the underlying recipients type in the recipients wizard Optionally the SQL statement may be parameterized Using parameters in the SQL statement allows the user to define variables in the recipient wizard when this target group is used for a recipient definition For more information on using parameters see Parameters Pick one of these two options and then click the Create button The option selected here will determine the way the recipients target groups wizard will look and what kinds of information will be needed to complete the wizard 4 2 The Recipients Target Groups Wizard The target groups wizard
69. titution s data is stored and organized including table names and relationships as well as column types and names Impacts the ability to write SQL statements and parameters within SQL statements to retrieve specific data e Working knowledge of SQL Being familiar with Section 5 1 Drop In Content and Section 11 2 Creating Drop In Content Elements in the LISTSERV Maestro 1 2 User s Manual can also be helpful to data administrators The concepts used in defining and creating drop in elements is very similar to defining and creating parameters in SQL statements Both use special tags to set the name of the element or parameter off from the rest of the text Tags for drop ins and parameters follow very similar rules Section 4 Creating Recipients Target Groups To create recipients target groups the data administrator must first log into his her account Recipients target groups are created and saved under User Settings in the Maestro User Interface Click on the bottom icon labeled User Settings to open Account specific settings Click on Recipients Target Groups to open the Recipients Target Groups screen This screen lists all defined target groups if any and provides a method to create new target groups Figure 2 Recipients Target Groups Recipients Target Groups All defined target groups for your account Category No Category LISTSERV selects Copy Delete Target Group Type LISTSERV Retrieves Recipients from Database
70. umber here 5 2 3 Parameter Type Selection List This parameter type appears as a selection list with multiple entries on the end user s screen If the parameter is in an in clause the list is rendered as a multi line list field and the end user may select multiple entries by holding down the SHIFT or CTRL key Otherwise the list is rendered as a drop down list and the end user may select only a single entry 28 For parameters where LISTSERV Maestro selects from a database the entries in the selection list can be specified in two ways They can be specified manually on this wizard screen or a SQL statement can specify them The SQL statement will then be used to retrieve the values that will appear in the list from the database Use the option buttons to choose between the two methods For parameters where LISTSERV selects from a database all entries must be specified manually on this wizard screen Manual specification Each value consists of two parts the visible text in the selection list that is the text that the end user actually sees in the list and the invisible value associated with that entry This invisible value associated with the entry selected by the end user will be used directly to replace the parameter placeholder If the parameter placeholder was not quoted then only integers can be used as the internal value of each entry If the parameter placeholder was quoted then any string can be entered for the internal va
71. ups are placed into No Category gt Figure 11 Target Groups Wizard General Target Group Definition Parameter Details Recipients Details Cancel Save amp Exit Next gt cancel Save amp Eit Next gt General Source Parameters Sample Data Summary General Type the name of the new category here Enter the target group name and the description You may optionally supply a category i Mame Type in descriptive name Category Web signup form data Select Existing Category o e ETSER selects i flew Category Click here to enter add a new category Description Descriptions should assist the regular users in selecting the most appropriate target group for their jobs Selects CITY AGE and GENDER from the Web signup form database on special interests Click Next gt to continue Source On the Source screen of a target group where LISTSERV retrieves the recipients from a database enter the database server if the default database as configured in LISTSERV is not going to be used For more information about configuring databases for LISTSERV see Section 4 DBMS and Mail Merge Support in the 1 8 e LISTSERV Developers Manual Enter the SQL statement in the corresponding edit box The statement may be a fixed statement or it may contain parameters that are later filled out by a regular user when this target group is used in a recipients definition 18 If parameters are being used opening and closi
72. y as Copy of original name This name can be changed when editing the target group e Delete Click the Delete link to delete the selected target group e Target Group Type Displays the type of the target group Currently two types are supported Maestro Retrieves Recipients from Database and LISTSERV Retrieves Recipients from Database see Section 4 1 Selecting the Type of Target Group for more details e Description The description of the target group e Status The current status of the target group Incomplete The definition of this target group has not yet been completed It may be partially defined and in this state while the target group administrator is still editing it Complete The definition of this target group has been completed but the target group has not been enabled for use in the recipients wizard for the recipients definition of a job A target group in this state has been completed by the data administrator but has not yet been enabled to allow users to select it for recipients definition or it has been un enabled by unchecking the checkbox taking access away from normal users Enabled The definition of this target group has been completed and the target group has been enabled for use in the recipients wizard A target group in this state has been completed by the data administrator and has been enabled for use as a recipients definition Below the list that displays the targ
73. y parameters that have floating point numbers Parameter Presentation Order city CIE un ne Use the Up and Down links to change the order of the parameters on the screen Click Next gt to continue Sample Data The next screen in the target groups wizard is called Sample Data The screen will appear as it would to regular users who are selecting recipients using this target group in the define recipients wizard Use this screen to verify order labels descriptions parameter types and values If the order of the parameters needs to be changed click the lt Back button If labels or descriptions need to be changed click the Parameters link in the top links bar to re enter the Parameters screen Using the selections lists checkboxes input fields and or date fields make selections for each parameter type on the sample data screen Click Next gt to continue Figure 15 Sample Data Target Group Definition Parameter Details Recipients Details Save amp Exit lt Back Next gt General Source Parameters Sample Data Summary Sample Data Please enter valid input values for the target group parameters City of residence New York Gender Male Age so The values entered in the Sample Data screen are used to fill out the actual target group SQL statement the same way as it will later happen in the recipients wizard The filled out statement will be displayed on the Summary s
74. y the recipients e mail address and name E mail Column EMAIL ADDRESS Name Column F NAME optional Header Definition F NAME L NAME EMAIL ADDRESS MODEL NUM Xavier zero zaviermmaestroa dema lsaoft com 5454 bird Duplicate Elimination On the Duplicate Elimination screen define how duplicate recipients that may exist in the database will be handled Choose between the following options e Do not remove duplicates All recipients retrieved by the SQL query will be used for delivery even if some of them are duplicates e Remove duplicates with the same e mail addresses If the list of recipients retrieved by the SQL query contains entries with the same e mail address then only the first of these entries will be used for delivery the others will be ignored e Use my list of columns to determine duplicates If the list of recipients retrieved by the SQL query contains entries with the same values in all of the columns selected in the column list below this option they will be considered duplicates Only the first of instance of each will be used for delivery the others will be ignored Select the columns that will 15 be considered for this comparison from the list Use SHIFT and CTRL to select multiple entries The recipient sample at the bottom of the screen is displayed to make it easier to understand the contents of each column This will assist with deciding which columns to be considered for comparison and wh

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