Adding and editing SharePoint sites

Adding and editing SharePoint sites

Why should I add a SharePoint site?

To start working with harmon.ie – browse through the SharePoint sites, upload documents to SharePoint and find people – you must add at least one SharePoint site.

To add a SharePoint site:

Adding a SharePoint site

Note: If you are adding a SharePoint site that requires an identity certificate, make sure that the certificate is registered before you start.

  1. Tap the Views menu () > Sites ().
  2. Tap the Add Site icon () to configure your site:
  3. Enter the Address (URL) for the SharePoint site that you want to add. Both the standard HTTP and secure HTTPS protocols are supported. This text field must contain the protocol prefix http:// or https://.
  4. If you have already configured another SharePoint site with the same credentials, you can copy the credentials from that site:
    1. Tap the Copy Credentials button.
    2. Tap the SharePoint site from which you want to copy the credentials.
  5. Otherwise, select the Authentication Mode:
    • Automatic to use the User and Password entered below to connect to the SharePoint site.
    • Browser to delegate authentication to the browser. Use this option if Automatic fails.
    • SSO (single sign-on) to use the credentials token saved by the browser.
  6. If you selected the Automatic authentication mode, enter the User and Password to access the site. If needed, include a domain name in the form user@domain.
  7. Tap Save to add the site or Cancel to cancel the operation.
  8. If the SharePoint site requires a certificate, and there is more than one registered certificate, you are prompted to select the correct certificate. Select the site's certificate and then tap Done.

Note: If harmon.ie fails to connect to the site, you are prompted to contact the harmon.ie support team for help. Tap Contact Support to open a new email message to harmon.ie support, with the harmon.ie log file attached to it.

To add OneDrive or My Site to the list of sites:

Add a site (Office 365/SharePoint 2010 and later/MOSS) to harmon.ie. If OneDrive/My Site is defined for your user, it is automatically added to the list of SharePoint sites.

If a custom OneDrive/My Site is configured:

  1. Tap the Views menu () > Settings () > Sites.
  2. Slide the Show OneDrive/My Site switch to On.
  3. Type the custom OneDrive/My Site host URL in the OneDrive/My Site Host (URL) field.

To view SharePoint sites you follow:

Viewing followed SharePoint sites.

By default, the SharePoint sites that you follow in the configured social server, are shown in the Sites view, under the Sites I'm Following group. You can remove this group from harmon.ie.

Note: Followed sites are synced from the configured social server to your device. When syncing is required, harmon.ie uses the Notifications bar (above the Views menu) to prompt you to sync your sites and favorites. You must accept the sync in order to view the followed sites.

To edit a SharePoint site:

Editing a SharePoint site.

  1. Tap the Views menu () > Sites ().
  2. Tap the Actions menu () > Edit ().
  3. Tap the Edit icon () next to a SharePoint site you want to edit.
  4. The following fields are available, in addition to the fields contained in the Add SharePoint Site dialog, explained in To add a SharePoint site:
    • Title enables you to rename the SharePoint site label for easy identification in the sidebar.
    • Enable Office Online, available for SharePoint sites (2010 or later), in iPad only, enables you to create, view and edit Office documents with Office Online, if activated on your SharePoint server. For SharePoint 2013 or later, this option also enables the New Document option () when browsing SharePoint locations, which allows creating new documents directly in SharePoint.
  5. Tap Save to save your changes or Cancel to cancel the operation.

Note: You cannot edit sites under the Sites I'm Following group.

To enable Office Online:

To be able to create, view or edit Office documents with Office Online, edit the site for which you want to enable Office Online and tap the Enable Office Online check mark.

To remove a SharePoint site:

  1. Tap the Views menu () > Sites ().
  2. Tap the Actions menu () > Edit ().
  3. Tap the Delete icon () next to the site you want to remove.
  4. Tap Yes to approve the operation, and then tap Done.

Note: To remove a single site from the Sites I'm Following group, unfollow that site. You can remove the whole group.

To remove OneDrive/My Site:

  1. Tap the Views menu () > Settings () > Sites .
  2. Slide the Show OneDrive/My Site switch to Off.

To remove the Sites I'm Following group:

  1. Tap the Views menu () > Settings () > Sites .
  2. Slide the Show Followed Sites switch to Off.

To reorder the list of sites:

  1. Tap the Views menu () > Sites ().
  2. Tap the Actions menu () > Edit ().
  3. Tap the up () or down arrow () icons next to a site to move it up or down the list.
  4. Tap Done ().

To share sites between harmon.ie clients:

This feature applies to harmon.ie Enterprise Edition only. A social server must be configured for this feature to work.

harmon.ie shares your added sites with all your harmon.ie clients (mobile and desktop). Sites you add in harmon.ie Outlook, for example, will be shared and automatically added to your harmon.ie mobile device.

harmon.ie also synchronizes the SharePoint sites you are following, from the social server, to your mobile devices.

When syncing is required, harmon.ie uses the Notifications bar (above the Views menu) to prompt you to sync your sites and favorites.

Tap to sync your sites and favorites

To disable sites sharing:

Tap the Views menu () > Settings () > Locations, and slide the Share Locations > Sites and Favorites switch to Off.

Note: Turning sites sharing off disables favorites sharing as well.

To manage identity certificates:

To register an identity certificate:

  1. Make sure you have an identity certificate file with the extension .hpfx.
    Note: If the file contains a .pfx extension, you can rename it to .hpfx.
  2. Tap the file and select Open in harmon.ie.
  3. You are prompted to install the file. If a password is required, fill in the password.
  4. Tap Install.
  5. Tap Done.

To replace an identity certificate:

If the identity certificate has changed, replace it as follows:

  1. Delete the old certificate, or clear the cache if this certificate is still valid for other sites.
  2. Register the new certificate.
  3. Browse to the SharePoint site. If there is one available certificate on your device it is automatically associated with the site. Otherwise, you are prompted to select the correct certificate.

To delete an identity certificate:

  1. Tap the Views menu () > Settings () > Connection.
  2. Tap Manage Client Certificates.
  3. Tap the Delete icon () next to each certificate you wish to delete.
  4. Tap Done.

To clear all cached certificates:

  1. Tap the Views menu () > Settings () > Connection.
  2. Tap Manage Client Certificates.
  3. Tap Clear Cached Certificates.
  4. Tap Done.