Provision harmon.ie for Notes to all users

harmon.ie for Notes Knowledge Base

This article explains the steps required to centrally and remotely provision harmon.ie for Notes.

To set default values using the registry:

What can be centrally provisioned?

SharePoint sites: Add and configure SharePoint sites. Sites can also be provisioned using the user profile service.
Document options: Control the Sites view and navigation.
Favorites: Set favorite locations.
Upload options: Options for uploading documents to SharePoint.
Email options: Options for uploading emails to SharePoint.
Search options: Options for searching on SharePoint.
Updates options: Control the Updates view
People options: Control the People view.
Yammer integration options.
General options: General harmon.ie settings.
Usage data: Options for collecting and sending harmon.ie usage data.
harmon.ie labels and images: Options for rebranding harmon.ie with your company's name and logo.

An administrator can:

Set default startup values, that the user can later change.
Force values for the user, which disables them in the harmon.ie preferences dialog, preventing the user from changing them.

How is provisioning done?

There are two methods to provision harmon.ie for Notes to all users:

By adding keys to the harmon.ie registry tree. Windows provides a few methods for centrally updating registry keys. Read Distributing Registry Changes to learn how.
Using the Domino server.

Setting default values

harmon.ie root key:

The root key under which the administrator should add the harmon.ie keys is:

For provisioning the product for the current user only: HKEY_CURRENT_USER\Software\Mainsoft\Prefs\.
For provisioning the product for all users on the machine, the exact location is different for each operating system, as shown in the table below:

OPERATING SYSTEM	KEY
32-bit	HKEY_LOCAL_MACHINE\Software\Mainsoft\Prefs\
64-bit running 32-bit Office	HKEY_LOCAL_MACHINE\Software\Wow6432Node\Mainsoft\Prefs\
64-bit running 64-bit Office	HKEY_LOCAL_MACHINE\Software\Mainsoft\Prefs\

harmon.ie registry keys

The tables below list the optional registry keys that can be added to set default values for the users.

KEY NAME	(DEFAULT) VALUE DATA	DESCRIPTION	FROM VER
SharePoint sites
Sites		Each key under this node is a provisioned site, where the key name is the Site Name. Note: Sites can also be provisioned using the user profile service.	2.x
*Sites\<site title>*	<URL>	Site root URL. This value is mandatory. See directions for provisioning URLs.	2.x
*Sites\<site title>\IntegratedSecurity*	True to use the user's Windows credentials.	Controls the authentication against the site. If not defined, the user is prompted for credentials the first time he opens the site in harmon.ie. This key cannot be defined together with the BrowserAuthentication key.	2.x
*Sites\<site title>\IntegratedSecurity\ClientCertificateId*	Part of the Subject or Subject Alternative Name of the given certificate delimited by commas. For example: CN=annie,ON=ravenwood-corp	This key is a sub-key of the IntegratedSecurity key. Specifies a specific certificate for a specific site when using Windows credentials. If the specified certificate cannot be found, the user will be prompted to select the appropriate certificate when connecting to the SharePoint server.	4.5
*Sites\<site title>\BrowserAuthentication*	True to delegate authentication to Internet Explorer.	Controls the authentication against the site. If not defined, the user is prompted for credentials the first time he opens the site in harmon.ie. This key cannot be defined together with the IntegratedSecurity key.	2.x
*Sites\<site title>\BrowserAuthentication\return-url*	Site's URL suffix (usually SitePages/Home.aspx).	Set this key for a specific site in case the Browser Authentication dialog is not automatically closed.	2.x
*Sites\<site title>\SubSitesHidden*	True to hide subsites, or False to show subsites.	Controls the visibility of SharePoint subsites and workspaces in harmon.ie.	2.x
*Sites\<site title>\UseOWA*	True to open supported documents in Office Web Apps, or False to open them with Microsoft Office.	Controls the editing of Office documents (Word, Excel, PowerPoint and OneNote).	2.x
*Sites\<site title>\SupportsPreview*	True to enable the Show Preview command for the site, or False not to.	Controls the visibility of the Show Preview command for documents in this site.	4.x
PreviewLoginSites	A comma separated list of URLs.	Sets the URLs of the SharePoint sites in which you want to allow document preview. This key should be set only if you experience authentication issues with the preview application, and when recommended by support. Applies to SharePoint 2013 sites, or later. Example: `https://hostname*`.	4.x
*Sites\<site title>\Hidden*	True to hide the site from the sites list, or False to show it.	Controls the visibility of this site in the sites list. Define this key to hide a site that was previously provisioned. Users cannot add a hidden site.	3.2
HideLimitedOrNoAccessSites	True to hide sub-sites with limited or no access, or False to show them.	Controls hiding sub-sites for which the user does not have access permissions.	3.x
*Sites\<site title>\DefaultSocialServer*	True if this site is the default social serve, or False if it’s not.	To set if this site should be used as the social server. Only one social server can be defined, so this value can be true only for one configured site.	2.x
DisableSocialServerAutoSelection	True to disable the automatic resolving and selection of social servers, or False to enable.	By default, harmon.ie tries to automatically resolve the social server from the list of added SharePoint sites. Define this key to disable this feature.	3.3
HideSocialFromNavigation	True to hide the social server from navigation, or False to show it.	Controls the visibility of the social server in the All Sites and sites drop down menu. It is recommended to use this key together with the DefaultSocialServer key (see above), otherwise harmon.ie may hide an unexpected social server.	4.5
SyncSitesWithMyLinks	True to add all the sites defined in My Links to the sites list, or False not to add, or comma separated list of groups (Group1,Group2 ...) to add sites from these groups.	Sets which links from My Sites to add to the sites list.	2.x
ShowMySite	True to add My Site to the list of configured sites, or False not to add.	Controls showing My Site in the sidebar.	2.x
ShareLocations	True to share added sites and favorites, or False not to share.	Controls sharing added sites and favorites across all your harmon.ie clients (mobile and desktop).	2.x
SitesBlockedForRegistration	A semicolon separated list of sites to block.	Define this key if you want to prevent the user from adding sites to harmon.ie. Wildcards ('') are allowed. Optinally, add a String Value called PathCollectionsWildcardInclusion* and set it to a semicolon separated list of all the site collections wildcards that should be blocked. (default: sites). Read Restricting SharePoint sites to users for more information.	4.5

KEY NAME	(DEFAULT) VALUE DATA	DESCRIPTION	FROM VER
Documents
*VisibleColumnList\<column name>*		Placeholder for column name (the name you define here is not displayed).	2.x
*VisibleColumnList\<column name>\Name*	<column name>	The Display name of the column that you want to display.	2.x
UseDefaultView	True to show the default view of the current document library, or False to show no view.	Controls the displayed view when navigating.	2.x
ExcludeFoldersFromEmptyGroup	True to show folders that do not belong to a group at the beginning of the document list, or False to show them in an empty group.	Controls showing folders when displaying views with Group By settings.	2.x
ShowGroupFieldName	True to show the group field name before each group, or False not to show.	Controls showing the group field name when displaying views with Group By settings.	2.x
ExcludeLibraryByNameFilter	A comma separated list of library names to hide.	Define this key if you want to hide SharePoint libraries from the document list.	3.x
SitesDropDownVisibleItemCount	<number>	Sets the number of items to display in the Sites dropdown before a vertical scrollbar is added.	2.x
DragFilesInsteadOfLinks	True to drag physical files, or False to drag links to the file.	Controls dragging files from harmon.ie sidebar to Notes.	2.x
AcrobatSPI	True to show preview of pdf files, or False to always download pdf files and open them locally.	Sets what to do for the Show Preview command of pdf files.	4.5
TagsFilterUseViewScope	True the Tags filter inherits the value from the SharePoint, or False not to inherit.	By default the tags filter view is recursive. When this key is set to true, the tags filter view inherits the value from the SharePoint view, which is usually non-recursive.	4.x
TagsPredicate	Use OR to filter the document list by ANY term, or Use AND to filter the document list by ALL the terms.	By default the document list is filtered by any term ('xxx' or 'yyy'). When this key is set to "AND" the document list will be filtered by all the terms ('xxx' and 'yyy').	4.x
PreferDocumentIDs	True to produce persisted URLs to SharePoint documents, containing the document ID, or False to produce URLs containing full path to document.	Controls whether to produce persisted URLs to SharePoint documents, containing the document ID instead of full path. For more information, read Create persistent links w/ document IDs	3.x
IncludedLibraryTemplates	List IDs, separated by commas, of custom lists that you want to include in harmon.ie, in addition to the already supported lists.	Use this key if custom lists are defined in the SharePoint site, and you want to view them in harmon.ie.	4.x
ExcludedLibraryTemplates	List IDs, separated by commas, of list templates that you want to exclude from harmon.ie.	Use this key if there are list templates that you want to hide from harmon.ie. Supported list IDs: GenericList = 100, Links = 103, Announcements = 104, Contacts = 105, Tasks = 107, PictureLibrary = 109, TasksWithTimelineAndHierarchy = 171, MySiteDocumentLibrary = 700, IssueTracking = 1100	4.x

KEY NAME	(DEFAULT) VALUE DATA	DESCRIPTION	FROM VER
Favorites
FavoriteList		Each key under this node is a favorite location.	2.x
*FavoriteList\<name>*		A name for the favorite location (the name is not visible to the user).	2.x
*FavoriteList\<name>\FullUrl*	<URL>	Full URL for the SharePoint location. This value is mandatory. See directions for provisioning URLs.	2.x
*FavoriteList\<name>\Title*	<Title>	Title for the SharePoint location. This value is mandatory.	2.x
*FavoriteList\<name>\Follow*	True to receive updates for changes made to documents in this location, or False not to.	Controls following this location by receiving updates in the People tab > Updates view. This value is optional.	2.x
*FavoriteList\<name>\FollowSubFolders*	True to receive updates for changes made in subfolders as well, or False not to.	Controls receiving updates for subfolders of the specified location. This value is optional.	2.x
SyncFavoritesWithMyLinks	Document Libraries to add the links defined in the Document Libraries group of My Links to the favorites list, or an empty value not to add anything to favorites, or comma separated list of groups (Group1,Group2 ...) to add favorites from these groups.	Sets which links from My Sites to add to the favorites list.	2.x

KEY NAME	(DEFAULT) VALUE DATA	DESCRIPTION	FROM VER
Uploading documents
PromptForContentType	True to prompt the user to select a content type, or False to automatically select the default content type.	Controls the selection of content type when uploading to a document library with multiple content types.	2.x
DefaultContentType		Sets a default content type for all SharePoint libraries. See also: DefaultContentType\Email.	3.x
WarnOnMissingRequiredProperties	True to be warned on missing required properties, or False not to be warned.	Controls issuing warnings when you leave a library after uploading documents, if required properties are not filled in.	2.x
WarnOnFailingValidationRules	True to be warned on failing validation rules, or False not to be warned.	Controls issuing warnings when you leave a library after uploading documents with properties that do not pass validation rules.	2.x
OpenPropertiesWindowEveryUpload	True to open the properties window each time a document is uploaded to SharePoint, or False not to open it.	Controls opening the properties window when uploading documents to SharePoint.	2.x
OpenFullPropertiesWindow	True to open the properties window in full view, or False to open it in the bottom pane.	Controls whether to open the properties window in full view or not, upon documents upload.	3.x
AutoCheckInDocuments	Ask to prompt the user to check in, or Always to automatically check in the documents, or Never to leave them checked out.	Controls automatic check in of uploaded documents.	2.x
AddNewVersion	False	For emails: set together with the Overwrite key, to force appending a running count to a subsequent email message, instead of adding a new version (in a library with versioning control).	3.x
AddNewVersion\Remember	True to show AddNewVersion check box, or False not to show check box.	Set to show the AddNewVersion check box.	3.x
AddNewVersionDelay	# of seconds to wait before harmon.ie suggests to replace a file with a file with another name, or 0 to disable this feature.	Sets how long to wait before replacing a file with a file with another name.	4.x

KEY NAME	(DEFAULT) VALUE DATA	DESCRIPTION	FROM VER
Email
EmailPrefixes	<prefix1,prefix2,prefix3...>	List of prefixes you want to trim from the email subject, to compose the value of the OriginalSubject property. For more information, read Map email headers to SharePoint metadata.	2.x
Overwrite	False	Set together with Force = 1 value to prevent overwriting an old message with the new message (in a library with no versioning control).	3.x
PromptToReplaceAttachmentsWithLinks	True to prompt the user to save the attachments to SharePoint and replace them with links, or False not to prompt the user and send the attachments as are.	Controls the default action when sending an email with attachments.	2.x
MailHeaderMappingList		Controls mapping of email headers to SharePoint metadata.	2.x
MailHeaderMappingList\<email header>	<SharePoint field 1>;<SharePoint field 2>;<SharePoint field 3>;… list of candidates to be mapped to an email header. The first that exists in the library will be taken.	Key name is any email header you want to map to SharePoint, such as CC, Date, and From.	2.x
DefaultContentType\Email	<Mail content type name1\|Mail content type name2\|Mail content type name3...>	Sets the mail content type name(s) that will be assigned to all uploaded email messages. For more information, read Set mail content type when uploading email messages to SharePoint.	3.x
AlwaysUseEMailSubjectAsName	True to use the email subject as the file name, even if it includes non-Western or non-West European characters, or False to replace the name with a unique ID if it includes non-Western or non-West European characters.	Sets how to treat non-Western or non-West European characters in email names when uploading them to SharePoint. Read the note under How are email messages saved on SharePoint? for more information.	3.x
UploadRestrictedItems	True to allow uploading restricted email messages and attachments to SharePoint, or False not to allow.	Sets whether restricted email messages and attachments can be uploaded to SharePoint or not. By default, uploading restricted items is not allowed. Note: This key must be defined under HKLM.	4.x
AdHocShare	Add a String Value called DoShare and set it to Prompt to prompt the user to share, or to Auto to automatically share, or to No not to share. In addition, add a String Value called DefaultAccess and set it to Edit, or to View.	DoShare controls if to automatically share OneDrive documents when sending them by email. DefaultAccess controls the default access permissions to grant to OneDrive documents when sharing them – can edit / can view. Read Sharing documents.	4.1
AllowShareWithExternalUsers	True to share with external users (including SharePoint 2013 or later), or False not to share with external users.	Controls sharing with external users. The default behavior is to enable this feature for Microsoft 365 only (OneDrive only).	4.1
SetNotesItemPropertyOnDrag	<Property name>	harmon.ie sets the value of <Property name> in emails uploaded to SharePoint using drag-and-drop to "1". To change the default value, add a String Value called Value and set it to the required value.	4.5.3

KEY NAME	(DEFAULT) VALUE DATA	DESCRIPTION	FROM VER
Search
SearchScopeList		Each key under this node is a result source (search scope in SharePoint 2010).	3.x
SearchScopeList\<name>	SharePoint scope name	For SharePoint 2010, the name is as defined in the SharePoint search scope rule. For SharePoint 2013 and later, the name should contain the source ID. To obtain the ID, open Site Settings > Search > Result Sources and click the desired result source. The source ID is displayed in the URL string. Replace %2D with '-' and add curly brackets ('{}') around the ID. For example, if the URL is 2963bba1%2D8742%2D446b%2D962b%2D6683b3f24633, the registry value should be {2963bba1-8742-446b-962b-6683b3f24633}.	3.x
SearchScopeList\<name>\Active	True to set this result source as default, or False (default) not to.	Only one result source can be defined as the default source. If none is defined with Active=True, Search All Content is set as default.	3.x
SearchScopeList\<name>\DisplayName	Display name in harmon.ie	The name given here will be displayed in the harmon.ie search scope list. If this key is not defined, the displayed name is the SharePoint name.	3.x
UseEnterpriseSearch	True allows to search across site collections, or False to hide the All Sites search scope.	Use this key to show or hide the All sites option from the document search scope list. Not using the key sets the default to allow to search across site collections.	4.x
PeopleSearchUseAlternate	True allows phonetic name search, or False not allow phonetic name search.	Use this key to enable phonetic name search when the social server is on SharePoint 2010. If the social server is on SharePoint 2013 or later, the phonetic name search is enabled by default. Use this key if you want to disable this option in SharePoint 2013 or later.	4.5

Read Add SharePoint search results to harmon.ie for more information.

KEY NAME	(DEFAULT) VALUE DATA	DESCRIPTION	FROM VER
Updates
NumFollowAllowed	# of allowed followed locations, or 0 to disable this feature.	Restricts the number of allowed followed locations to reduce network traffic, or disables this feature.	3.x
ActivitiesInterval	# of minutes between fetching the activities updates from the SharePoint server.	Sets how often the Updates view updates.	3.x

KEY NAME	(DEFAULT) VALUE DATA	DESCRIPTION	FROM VER
People
ShowPeople	True to show people information, or False not to show.	Controls showing people information in the sidebar.	2.x
ShowExtendedProfiles	True to show status updates in the Recent view, or False not to show.	Setting to True increases the network traffic to the server, as full profile queries are always sent.	3.x
OnlyDirectEmails	True to restrict the Recent people list to include only people you interacted with by direct emails (i.e. not in the CC and Bcc fields), or False to include all email recipients and senders.	Controls who can appear in the Recent view of the People tab.	3.x
HideSametimeCall	True to show only PC call option, or False to show all call options.	Hides all Skype for Business / Cisco call options except for PC call in the Call menu and Presence Awareness context menu.	3.x
EnableOrgChartAction	True to show the Open Organization Chart action, or False to hide it.	Controls showing/hiding the Open Organization Chart action in the business card.	4.x

KEY NAME	(DEFAULT) VALUE DATA	DESCRIPTION	FROM VER
Yammer
YammerEmbedUrl	<URL> of where you deployed Yammer Embed.	Define this key only if you want to embed the Yammer code in your company’s Web site. If not defined, the code is taken from harmon.ie's Web site.	4.1
YammerNetwork	<Network permalink>.	Set this key to the network that will be visible by default in the Yammer tab when harmon.ie is loaded. The network permalink is retrieved from the Yammer url. Read Yammer Embed installation guide to learn how.	4.1
YammerNetworkForUserFeed	<Network permalink>	Set this key to the network that will be used to show other users’ feeds. It does not control the feed you see in the Yammer tab. The network permalink is retrieved from the Yammer url. Read Yammer Embed installation guide to learn how.	4.1
YammerEmailDomainMapping	<Yammer domain>.	Set this key if the Yammer domain is different from the users' email domain. The domain you set here is used to search for people on Yammer.	4.1

Read Configure Yammer integration with harmon.ie for more information.

KEY NAME	(DEFAULT) VALUE DATA	DESCRIPTION	FROM VER
General
MainPageSupportEmail	<email1;email2;email3...>.	Sets a list of recipient(s) of connection failure logs.	2.x
Language	en for English or fr for French or de for German or empty to use Note's display language	Sets harmon.ie's display language.	3.1.1
SidebarInitialState	0 to load harmon.ie in the last state, or 1 to load harmon.ie minimized, or 2 to load harmon.ie minimized and open the sidebar once it is fully loaded.	Controls the default state harmon.ie will load when Notes starts.	3.x

KEY NAME	(DEFAULT) VALUE DATA	DESCRIPTION	FROM VER
Collecting harmon.ie usage data
TargetEmail	<email address>;<email address>;…	The list of recipients for the usage data emails, separated by semicolons.	2.x
UsageLogsTargetFolder	<Full path to folder>	Folder in which usage logs will be saved. This key can replace the TargetEmail key, or be defined in addition to it. NOTE: The folder path syntax is UNC, e.g. \\ComputerName\SharedFolder.	2.x
Interval	<number of days>	The number of days between sending the collected usage data emails. This key is mandatory.	2.x
LogFullDocsName	1 to log full document names, or 0 to log only the extension	Controls the part of the document name that is logged. This key is optional.	2.x

Read Collect SharePoint usage data for more information.

KEY NAME	(DEFAULT) VALUE DATA	DESCRIPTION	FROM VER
Re-branding harmon.ie
Branding			3.2
Branding\Dialog			3.2
Branding\Dialog\164x314	<Full path to image>	Image for the background of the About dialog. Image size: 164x314 pixels.	3.2
Branding\HarmonieIcon			3.2
Branding\HarmonieIcon\16x16	<Full path to image>	Icon for the harmon.ie sidebar. Image size: 16x16 pixels.	3.2
Branding\ProductName			3.2
Branding\ProductName\Full	<Full name>	Product full name, for example harmon.ie for Notes.	3.2
Branding\ProductName\Full\<locale 1>	<Full name>	Localized full name. An example for <locale 1> is fr-FR.	3.2
Branding\ProductName\Full\<locale 2>	<Full name>	Localized full name.	3.2
Branding\ProductName\Short	<Short name>	Product short name, for example harmon.ie	3.2
Branding\ProductName\Short\<locale 1>	<Short name>	Localized short name.	3.2
Branding\ProductName\Short\<locale 2>	<Short name>	Localized short name.	3.2
Branding\ProductURL			3.2
Branding\ProductURL\About	<URL>	URL to your company Web site.	3.2
Branding\ProductURL\Help	<URL>	URL to your product help.	3.2

Read Modify harmon.ie labels and images for more information.

To force values for users using the registry:

To force a value for the users, and disable it in the harmon.ie preferences dialog, add a new value to any of the harmon.ie keys listed above:

KEY NAME	VALUE NAME	VALUE TYPE	VALUE DATA
< any >	Force	DWORD	1

Note: To force a favorite location, define the Force value in the key FavoriteList\<name>. Defining the Force value in its subkeys has no effect.

To provision URLs:

We support this URL format for provisioning a SharePoint site:

http://<server>/<site>

If a document library or folder name is specified, they are trimmed from the URL.

We support this URL formats for provisioning favorite locations:

http://<server>/<site>
http://<server>/<site>/<document library>/
http://<server>/<site>/<document library>/<folder>

Note: Do not specify aspx pages or query parameters.

Tip: You can open the SharePoint location using harmon.ie, right-click it and select Copy > Address to get the exact URL.

Site provisioning example:

Registry definition for a site called Site A:

The site is added to harmon.ie:

Combining administrator and user preferences

To build the list of sites available in the harmon.ie sidebar each time IBM Notes starts, the SharePoint sites defined in the registry are combined with the sites that the user configured via the harmon.ie preferences.

This is true for building the favorite locations list as well.

Administrator preferences, set in HKEY_LOCAL_MACHINE, do not take precedence over user preferences, unless the administrator defines forced values. Specifically, if the user changed his preferences, and the administrator provisioned the product afterwards, the user preferences are not replaced.

Administrator preferences set in HKEY_CURRENT_USER, do replace the preferences set by the user. Unless the administrator defined forced values, the user can overwrite the preferences using the harmon.ie preferences dialog.

To set default values using Domino:

This section explains how to use the Domino policy-based system administration to centrally provision harmon.ie preferences for users. These preferences are stored in a standard desktop policy settings document, which then can be assigned to users either as organizational policies or as explicit policies.

What can be centrally provisioned?

SharePoint sites.
Document Publishing options: select content type, warn on missing properties, ask to check in files.
Email settings: prompt to replace attachments with links.

To configure SharePoint sites:

You can use the Accounts configuration in the Desktop policy settings to integrate SharePoint sites into the Domino policy infrastructure.

From the Domino Administrator, select the People & Groups tab and open the Settings view.
Click Add Settings and select Desktop.
Go to the Accounts tab, and add a new account for harmon.ie:
1. Give a name for the account.
2. Specify SharePoint as the account Protocol.
3. Specify the Server Address of the SharePoint site, as explained below.

Server address parameters:

Set the Server Address of the SharePoint site in this format:

http://<sp-site>[?useWindowsAuth=true][?BrowserAuthentication=true][&hideSubSites=<true/false>][&useOWA=<true/false>][&defaultSocialServer=true].

<sp-site>: URL to the SharePoint site you wish to configure.
useWindowsAuth: Set to configure harmon.ie to connect to the configured site with the user’s Windows credentials. This option is only available when running on a Windows operating system (optional).
BrowserAuthentication: Set to configure harmon.ie to connect to the configured site by prompting the user to enter his credentials via a browser. This option is recommended in case of connecting to Microsoft 365 SharePoint sites (optional).
hideSubSites: Set to configure the visibility of sub-sites and workspaces. By default, sub-sites and workspaces are displayed. If you do not specify the hideSubSites parameter, each user will be able to set its value in the harmon.ie preferences (optional).
useOWA: Set to configure the ability to open Office documents in the SharePoint Office Web Applications. This parameter should be set only if the SharePoint site was pre-configured to use Office Web Applications for Office documents.
defaultSocialServer: Set to configure the site as harmon.ie social server (optional).

Here is an example for a server address: https://demo.harmon.ie?useWindowsAuth=true

Note: You can configure multiple sites using this procedure.

To configure Managed Settings:

With Domino 8.5 or later, you can use the Managed Settings section of a desktop policy settings document to configure some of the preferences of the behavior of harmon.ie.

To use Managed Settings, do the following:

Create a desktop policy settings document.
On the Custom Settings tab, open the Managed Settings tab, and click Edit list… to specify the relevant values according to the table below.
Click Add/Modify Value, and save the document.
Assign this desktop policy to users.

Item	Values	Plug-in name	Notes
PromptToReplaceAttachmentsWithLinks	Yes	com.mainsoft.sharepoint.sidebar	Forces users to be prompted to replace email attachments with SharePoint links. This feature requires the SharePoint button to be installed.
PromptForContentType	True	com.mainsoft.sharepoint.sidebar	Forces users to choose SharePoint content type during documents upload.
WarnOnMissingRequiredProperties	True	com.mainsoft.sharepoint.sidebar	Forces users to be warned when documents' required properties are not filled in.
AutoCheckInDocuments	Ask or Always	com.mainsoft.sharepoint.sidebar	Specifying Ask forces users to be prompted to check in their documents. Always automatically checks in the document without prompting the users.