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Adding and editing SharePoint sites

Adding and editing SharePoint sites

To start working with SharePoint sites from Microsoft Outlook, you must first add the SharePoint sites that you want to access.

Start the harmon.ie add-in as described in Launching harmon.ie. Then, launch the Add SharePoint Site dialog:

  • If the sidebar is empty, click the plus button in the SharePoint sites drop-down list.
    Use the Add Site button in the sidebar to add a new SharePoint site.
    - or -
  • When the drop-down list is not empty, open the drop-down list and click the Add Site link at the bottom.
    Use the Add Site link in the drop-down menu to add a new SharePoint site.
    - or -
  • 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 SharePoint tab > Sites > Add.
    Launching harmon.ie options from the harmon.ie ribbon button.

The Add SharePoint Site dialog opens:

In the Add SharePoint Site dialog you enter the URL and credentials for connecting to the site.

  1. Enter the URL (Internet address) for the SharePoint site that you want to add. Both the standard HTTP and secure HTTPS protocols are supported. This field must contain the protocol prefix (http:// or https://).
  2. Select the Hide subsites and workspaces check box if you do not wish to display SharePoint subsites and workspaces in the sidebar document list. By default, subsites and workspaces are displayed.

    3. Notes:
    • In the harmon.ie Options dialog > SharePoint tab, the Subsites column in the Sites list indicates whether subsites are shown for the site, or are hidden.
    • If subsites are not visible in the sidebar and the Hide subsites and workspaces check box is not selected, this indicates that your SharePoint user does not have permissions to view subsites. Contact your SharePoint administrator to change your permissions. More information about browsing subsites is available in the knowledge base article SharePoint Configuration Requirements for harmon.ie.
  3. Select the authentication method that will be used to connect to the SharePoint sites:
    • Use Windows credentials to connect to the SharePoint site with the logged in Windows user’s user name and password.
    • Use custom credentials to provide a User name and Password to access the site. If needed, include a domain name in the form user@domain.
    • Use Browser authentication to delegate authentication to Internet Explorer. Use when the other authentication options fail.
      Note: This option works in cases the SharePoint server uses session-based cookies for authentication. Relevant to SharePoint custom authentication and Office 365.
  4. Optionally, click the Test Connection button to verify that the connection succeeds. If the connection fails you will see the Failed to Connect message box, which contains more details about why the connection failed. From this message you will also have the option to submit an error report to harmon.ie support, to help you diagnose the problem. Should you choose to submit a report, please know that the URL and user name are included in the data that is sent to harmon.ie support, while the password is not sent.
    The Failed to Connect dialog gives you the option to submit an error report to harmon.ie support.
  5. Click OK to add the site and close the Add SharePoint Site dialog.

Security note:

  • harmon.ie complies with the permission levels defined by the SharePoint administrator and will allow you to view documents depending on your logged in user's permissions. By default, harmon.ie hides SharePoint subsites for which you have limited or no access. To show these subsites, click the arrow in the lower right corner of the harmon.ie ribbon group, or select Options from the harmon.ie sidebar menu, select the SharePoint tab and unselect Hide subsites with limited or no access. Note that unselecting this option will not allow you to open documents for which you do not have permissions.

Notes:

  • New SharePoint sites get the title as defined on the server. To give the site a different label in the sidebar, you can edit the site as explained in the section below.
  • To connect to your SharePoint sites via a proxy, follow the steps in Configuring proxy settings.
  • When registering the first SharePoint 2010 or MOSS 2007 site, the SharePoint server is automatically set as the social server.

Editing SharePoint sites

To edit a configured SharePoint site:

  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 SharePoint tab.
  2. In the Sites list, click the site you want to edit, and then click the Edit button. The Edit SharePoint Site dialog opens.
  3. The following fields are added in addition to the fields contained in the Add SharePoint Site dialog, explained above:
    • Title lets you rename the SharePoint site label for easy identification in the sidebar.
    • Open supported documents in Office Web Apps, available for SharePoint 2010 sites, lets you open Office documents with Office Web Apps, if installed on your SharePoint server.
  4. Edit the fields you want to change, and then click OK.

Removing SharePoint sites

To remove a configured SharePoint site:

  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 SharePoint tab.
  2. In the Sites list, click the site you want to remove, and then click the Remove button.

Note: The Remove button is disabled if the site was provisioned for you by an administrator.

Reordering SharePoint sites

To change the order between the added SharePoint sites, select a site and use the Move Up and Move Down buttons to move it up or down the list. The order you set in this dialog will be used in the sidebar panel.