Overview

Software requirements

Installing and getting started

Working with SharePoint documents

Integrating e-mail and SharePoint

Working with people

Troubleshooting

Advanced

harmon.ie for SharePoint, Notes Edition

Overview

  • What is harmon.ie?
    • harmon.ie (pronounced 'harmony') provides software solutions that advance social business by bringing collaboration to every business user, by aggregating document collaboration, enterprise social networking, unified communications, and other social tools into the email client and mobile devices, saving time and simplifying usability.
      harmon.ie currently provides solutions for accessing SharePoint from the places where you spend your work day, like Lotus Notes, MS Outlook, iPad, iPhone, and BlackBerry, as well as providing access to Google Docs from Outlook.
      Use harmon.ie to locate, share, and work on your documents quickly and easily, directly from your e-mail or mobile device. harmon.ie also allows you to search for people in SharePoint and communicate with them from unified communications tools, as well as receive social and document updates.
  • How does harmon.ie work?
    • harmon.ie is a Notes plugin that uses the same standard Microsoft SharePoint Web Services and FrontPage APIs used by Office applications to communicate with SharePoint.
  • How much does harmon.ie cost?
    • harmon.ie pricing starts at $125 / user for a perpetual license. Volume discounts are available. To get exact pricing information, click here.
  • How secure is harmon.ie?
    • harmon.ie is a Notes plugin which leverages the existing security infrastructure. If your SharePoint server is inside the corporate firewall, requests are sent inside the intranet. If your SharePoint implementation is configured to use SSL (https), all content is encrypted when it is sent to SharePoint.
      harmon.ie uses the standard web services API provided by Microsoft to interact with SharePoint. User permissions are respected by the API calls; therefore, users can only view SharePoint content for which they have permissions.

Software requirements

  • What are the system requirements?
  • Do e-mail recipients need harmon.ie to access attachments that are replaced with links?
    • Mail recipients do not need harmon.ie to open document links. Recipients need access permissions to the relevant SharePoint site in order to view the file. For more information, read Availability of document links.
  • Which authentication methods does harmon.ie support for connecting to a SharePoint site?
    • harmon.ie can access SharePoint sites using basic authentication, forms authentication, NTLM authentication, and Kerberos authentication. For custom authentication methods, use browser authentication. For more information, read adding SharePoint sites.
  • Can I access SharePoint Online?
    • Yes, harmon.ie for SharePoint provides full access to all hosted SharePoint services.
  • Which applications are supported for instant messaging?

Installing and getting started

Working with SharePoint documents

  • Does harmon.ie Search find text inside documents?
    • Yes. harmon.ie uses the built-in search engine of SharePoint. You can search text inside documents, as well as search document properties, such as 'document owner.'
  • Is there a way to navigate to a folder in the harmon.ie sidebar using a link in an email?
    • Yes. Simply paste the URL in the harmon.ie search/navigation omnibox and hit Enter.
  • Can I access SharePoint documents offline?
    • No, to access documents, harmon.ie requires Internet connectivity with the document server.
  • Can harmon.ie work with SharePoint (2010) lists / InfoPath for libraries?
    • No. Currently, only document and picture libraries are supported.
  • Is it possible to view a 'grouped' documents list?
    • Yes, harmon.ie supports 'Group By' views.
  • How do you make a ‘group by’ view the default view?
    1. Open the document library settings and make sure the 'group by' view is defined as the default SharePoint view.
    2. Open harmon.ie preferences and set Use the default SharePoint view under the Columns group.
    3. Navigate to this document library in harmon.ie and refresh the view.

Integrating e-mail and SharePoint

  • How do I send a SharePoint document as a physical attachment?
    • harmon.ie helps eliminate the need for document attachments. However, there are cases when you want to send an attachment, for example, when sending a document to a partner or customer who does not have access to the corporate SharePoint service. To send a document as an attachment, hold down the Alt key while dragging the document from the sidebar to the email message. To make this the default behavior, change drag-and-drop options.
  • I uploaded an e-mail to SharePoint, but an e-mail with the same subject already exists. How can I rename it?
    • Uncheck Add as a new version to existing document(s) / Overwrite existing document(s) to rename the e-mail. In this case a running count is appended to the e-mail name.
  • How can I upload an attachment with a new name to replace an existing SharePoint document?
  • I am sending an e-mail with an attachment but am not being prompted to save the attachment to SharePoint. Why?
  • Can I move an e-mail to SharePoint instead of copying it?
  • Is it possible to automatically populate the e-mail header metadata (from, to, cc, bcc, date...) in SharePoint columns?
  • Is it possible to set the mail content type for uploaded e-mail messages even if that is not the default content type for the SharePoint library?
  • Can I send an old version of a SharePoint document as an e-mail attachment?
  • I am annoyed by the “Do you want to upload the attachment to SharePoint” message box showing each time I send an e-mail. Can I cancel it from showing?
    • Yes, you can disable these prompts using the e-mail preferences. However, you should note that attachments saved to SharePoint are instantly shared with all other SharePoint users. This feature helps you to collaborate with colleagues on documents and also saves storage space on the mail server.

Working with people

  • How can I communicate with a colleague?
    • The business cards shown in the People tab and the people information pane include icons to Send an instant messageCall , or Send an e-mail message. Click an icon to start communicating with this person.
      In addition, wherever a user name is displayed in harmon.ie, it is displayed with a presence awareness icon. Right-click this icon to start communicating with this user. To learn more, read Communicating with people.
  • How can I receive updates when someone changes the SharePoint files I work with?
    • To receive updates, add the relevant folder to the favorites list, and make sure that Follow library updates is checked. When a file in the folder is updated by someone, you are notified in the People tab > Updates view.

Troubleshooting

  • I have edited a non-office document, but my changes were not saved. Why?
    • When you open a non-Office document, a temporary copy of the file opens. Changes to this file are not saved on the server. To force applications to open the document directly on the SharePoint server, right-click it and select Edit. Read Editing non-Office documents for more information.
  • I have created a document set in harmon.ie, but it looks like a folde.
    • This is a current limitation: document sets can be created from the harmon.ie toolbar, but they look and behave as a folder associated with a document set content type.
  • While navigating, I cannot see subsites, only document libraries.
  • I want to communicate with a colleague, but instant messaging doesn’t seem to work.
    • You must be logged in to Microsoft Lync, Office Communicator or Sametime for this feature to work.
  • I want to view the documents on My Site but they are not visible. Why?
    • When working with SharePoint online or when a custom My Site URL is configured, you have to map the My Site host URL to the SharePoint server URL. To learn how, read Using a Custom My Site Host in harmon.ie.
  • I sent an e-mail containing a link to a SharePoint document, but the link is not accessible to the recipients. Why?
    • SharePoint document links are available to your recipients only if they have access to the SharePoint server, and have sufficient permissions to view the document. If your recipients do not have sufficient permissions, they should follow the Request access link to request permissions to the attached document, from the site owner.

Advanced