Getting started with harmon.ie

Getting started with harmon.ie

Welcome to harmon.ie for Outlook

harmon.ie® for Outlook is an email sidebar that provides easy, full-featured access to SharePoint content. You can collaborate on documents, share email using SharePoint, and socialize with your colleagues from the convenience of your email client.

Find out What's new in harmon.ie.

harmon.ie for Outlook, Enterprise Edition, is licensed per user. You need a valid license file to use the product beyond the evaluation period. Contact sales@harmon.ie to obtain a valid license file, and then follow the instructions under Registering a license file.

To get started:

  1. Download the setup package.
  2. Run the setup package (.exe) and follow the on-screen instructions.
  3. Upon the successful installation of harmon.ie, open Outlook (or restart it if it is already running) and launch the harmon.ie sidebar.
  4. Click the Let's Begin button, and select between:
    • Teams channels and SharePoint Online. Select this option if you wish to collaborate on emails with your team members in Microsoft Teams.
    • SharePoint Online. Select this option if you are working with Office 365 without Teams.
    • SharePoint on-premises. Select this option if you are working with a local SharePoint Server.
    If you are not sure what to select, contact your administrator.
  5. If you selected Teams channels and SharePoint Online, click Get Started! to select your favorite Teams and channels:
    Select a Team - this adds all Team channels to your favorites. Or, expand a Team and select your favorite channels.
    Click Save > Done.
  6. Add additional SharePoint sites, and start working with SharePoint documents, email, or people.

Note: If you experience awkward display issues with multi-monitor setup, follow the directions under What to do in case you experience display issues with harmon.ie.

To launch harmon.ie:

To launch harmon.ie and display the harmon.ie sidebar, open Microsoft Outlook and click the harmon.ie toolbar button. Clicking the button again hides the sidebar.

Note: If the sidebar was open when you last closed Outlook, the harmon.ie sidebar opens automatically with Outlook.

The harmon.ie sidebar can also be accessed in an email message, meeting and appointment. To show the sidebar, click the harmon.ie button in any of these items.
harmon.ie ribbon button in Microsoft Outlook.

To open harmon.ie Online Help:

Click the harmon.ie sidebar menu (Show harmon.ie Menu icon) and select Online Help.

The harmon.ie Help add-in opens showing training videos explaining the basic features of harmon.ie.

To add a SharePoint site:

To add the SharePoint site(s) you want to access from Outlook:

  1. In the SharePoint Documents sidebar, click Add Site (Add Site icon) in the SharePoint sites' drop-down list. The Add SharePoint Site dialog opens.
  2. Enter the URL (Internet address) of the SharePoint site you want to add.
  3. Specify credentials for connecting to the site.
  4. 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.

To find SharePoint content:

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

The sidebar panel gives you easy access to all your SharePoint sites.

  • Use the sidebar's document list to navigate the subsites, document libraries, folders, lists, documents, and items of the added SharePoint sites.
  • Use the navigation history to quickly navigate back and forth between visited locations.
  • Add a location/list to your Favorites list and then quickly navigate to it using the Favorites drop-down button.
  • Use the search icon (Search icon) to search for content in the added SharePoint sites.

For more information, read Finding SharePoint documents.

To work with SharePoint documents:

The document context menu gives you quick access to common SharePoint operations.

You can use the harmon.ie toolbar to create, upload, edit, 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 email messages, meetings, contacts, and to your computer; share documents; check in and check out documents; view version history and document properties; publish and approve documents; etc.
  • You can download documents to your computer, and work on local copies.
    You can also synchronize document libraries on your computer so you can work on documents when you are offline.

For more information, read Working with documents.

To work with SharePoint list items:

SharePoint items comprise items (custom lists), tasks, contacts, issues, announcements, and links. You can use harmon.ie to open, view and update items. You can also add and remove attachments.

  • Find the item, then double-click it to open the Item Info page displaying the item information.
  • Right-click the item to view common SharePoint operations.

For more information, read Working with SharePoint lists.

SharePoint and email

Integrating email and SharePoint is easily accomplished using harmon.ie:

  • Drag email messages and attachments to the harmon.ie sidebar to publish them on SharePoint. If your company uses required fields, harmon.ie automatically prompts you to fill them in.
  • Drag-and-drop one or more SharePoint sites, libraries, lists or documents/items to your email message, calendar appointment or task to create a link to them. Hold the Alt key while dragging and dropping a SharePoint document to create an actual attachment.
  • Automatically share OneDrive and Office 365 team sites documents with your SharePoint recipients when sending an email message.
  • Use the harmon.ie ribbon button to replace attachments with links and send email, in one step.
  • Use the harmon.ie ribbon button to save incoming and outgoing email messages to SharePoint.

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

For more information about email in harmon.ie, read the help topic Working with email.

To view document/list updates:

Get updated with the Updates tab:

  • View updates of documents/lists you follow.
  • Filter the types of updates you want to see.

For more information, read Viewing document updates.

To work with teams:

Use the All Locations > Favorites view to your favorite teams and channel.

Collaborate with team members on emails and retain emails and their attachments, by dragging the email to the team's channel.

View your team's emails and their attachments, in a new Teams tab.

For more information, read Working with teams.

To work 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 activity stream for documents you follow, and helps you find people in your organization.

Right-click the presence awareness icon next to a user name to start a phone call, chat, video conference and/or email, directly from the sidebar.

The People tab

For more information, read Working with people.