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1. Create a Run Agent action that runs the the agent ‘X. Addon PERNAB: Collect LocalNamesDetails’ from the MarvelClient Analyze DB. Instructions for setting this up can be found in the article: Get Location and Connection Information
   
   1. This requires the agent from MarvelClient Analyze DB template version 20230420 or higher
   2. If you are already using a Run Agent action with this agent, you will need to open it in edit mode and use the "Check For Update" button to get the latest version of the agent from the Analyze DB after you've updated your template version
2. Create a Backup action that saves MarvelClient XML files to your Analyze DB. You can use the example action in the Config DB for this purpose, as described here: The readily prepared backup Action in detail

MarvelClient Analyze DB Configuration

In the MarvelClient Analyze DB, make sure the 'Audit' agent is enabled and scheduled to run, and the 'Run Post Processing' option is selected in the Audit Configuration document. This will collect the mail template information from the 'X. Addon PERNAB' agent above.

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Replace Design Configuration in the MarvelClient Analyze database

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Replace Design using MarvelClient Upgrade with SMTP mail

To use this option successfully, the Notes user must be able to be identified. This is only possible if the computer name is identical to the Notes short name of the user.
In the MarvelClient Config DB, on the MarvelClient Upgrade configuration ‘Tracking’ tab, are the options to ‘Send SMTP Progress Emails’.

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Using this option, after a Notes client is successfully upgraded, an email will be sent to the MC Analyze DB. This triggers a template replacement for that user’s mail database in the following way:

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