Getting started

Welcome to harmon.ie

harmon.ie for SharePoint^® is an e-mail sidebar that provides easy, full-featured access to SharePoint content. It enables you to collaborate on documents, share e-mail using SharePoint, and socialize with your colleagues from the convenience of your e-mail client.

Find out What's new in harmon.ie for SharePoint.

Getting started

To get started with harmon.ie:

1. Install the product.
2. Upon the successful installation of harmon.ie, open Outlook (or restart it if it is already running) to see the harmon.ie sidebar. For more information, read Launching harmon.ie.
3. Add a SharePoint site, and start working with SharePoint documents, with e-mail, or with people.

Installing the product

To install harmon.ie for SharePoint:

1. Download the setup package.
2. Run the setup package (.exe) and follow the on-screen instructions.

Receiving automatic updates

This feature applies to harmon.ie, Free Edition, only.

By default, updates for harmon.ie are checked once a week, and you will be prompted to install a new version of harmon.ie, if such exists.

To cancel the automatic check for updates:

1. Click the arrow in the lower right corner of the harmon.ie ribbon group, or select Options from the harmon.ie sidebar menu, and select the Advanced tab.
2. Uncheck Automatically check for updates to harmon.ie.

To manually check if an update for harmon.ie is available, select Check for Updates from the harmon.ie sidebar top menu.

Setting harmon.ie's display language

harmon.ie's display language can be set to English, French, or German. To set the display language:

• Click the arrow in the lower right corner of the harmon.ie ribbon group, or select Options from the harmon.ie sidebar menu, and select the Advanced tab.
• Select the required Display Language.

Adding a SharePoint site

Now, add the SharePoint site(s) you want to access from Outlook. In the SharePoint Documents sidebar, click the + button in the SharePoint sites drop-down list. The Add SharePoint Site dialog opens.

Enter the URL (Internet address) of the SharePoint site that you want to add. Specify credentials for connecting to the site, and click the Test Connection button to ensure you have a valid connection. You can now start working with the product.

For more information, read Adding and editing SharePoint sites.

Finding SharePoint documents

Once you add a SharePoint site to the application, you can use the harmon.ie sidebar to find a SharePoint document or a SharePoint location.

Use the sidebar's document list to navigate the subsites, document libraries, folders, and documents of the added SharePoint sites. Use the navigation history to quickly navigate back and forth between visited locations. You may add a location to your Favorites list, using the Favorites drop-down button. The search icon () allows you to search for content in the added SharePoint sites.

For more information, read Finding SharePoint documents.

Working with SharePoint documents

You can use the harmon.ie toolbar to create, upload, and delete documents on SharePoint.

Right-clicking a SharePoint document opens a context menu that gives you access to common SharePoint operations. You can use this menu to copy documents and links to e-mail messages, meetings and contacts, and to your computer; check in and check out documents; view version history and document properties; publish and approve documents; etc.

For more information, read Working with documents.

SharePoint and e-mail

Integrating e-mail and SharePoint is easily accomplished using harmon.ie:

• Drag e-mail messages and attachments to the harmon.ie sidebar, to publish them on SharePoint. If your company uses document fields, harmon.ie will automatically prompt you to fill them in.
• Drag-and-drop one or more SharePoint document links or attachments to your e-mail message, calendar appointment, task, or desktop.
• Use the harmon.ie ribbon button to replace attachments with links and send e-mail, in one step.
• Use the harmon.ie ribbon button to save incoming and outgoing e-mail messages to SharePoint.

By using the harmon.ie for SharePoint, Enterprise Edition, you will get additional features when saving e-mail on SharePoint. Message headers will be automatically converted to SharePoint document properties.

For more information about e-mail in harmon.ie, read the help topic Working with e-mail.

Working with people

You can connect with your co-workers and follow their business-related updates via the People tab, in the email sidebar. The People tab provides the following views of colleagues:

• Recent – shows the people with whom you recently interacted.
• Colleagues – shows the people selected as your co-collaborators.
• Updates – provides activity stream of your colleagues, as well as changes made to documents you follow.
• Search – helps you find people in your organization.

Right-click any user name to start a phone call, chat, videoconference and/or email immediately from the sidebar.