harmon.ie Settings

harmon.ie Settings

This page explains the harmon.ie Options.

To open harmon.ie settings:

Click the arrow in the lower right corner of the harmon.ie ribbon group.
Open harmon.ie settings

Or, select Options from the harmon.ie sidebar menu.
Open harmon.ie settings

The SharePoint tab

To edit SharePoint sites:

  1. Open settings.
  2. Select the SharePoint tab.
  3. In the Sites list, select the site you want to edit, and then click the Edit button. The Edit SharePoint Site dialog opens and lets you edit the site settings.

To remove a SharePoint site:

  1. Open settings.
  2. Select the SharePoint tab.
  3. In the Sites list, select the site you want to remove, and then click the Remove button.

Note: The Remove button is disabled for sites you follow in SharePoint (Followed sites icon) and for sites that were provisioned for you by an administrator.

To reorder SharePoint sites:

  1. Open settings.
  2. Select the SharePoint tab.
  3. In the Sites list:
    • Click a column name to sort the list of SharePoint sites. To reverse the sort order, click the column name again.
    • Select a site and use the Move Up and Move Down buttons to change the order between the added SharePoint sites.

The order you set in this dialog will be used in the sidebar panel.

To enable Office Online for a site:

This feature applies to harmon.ie for Outlook, Enterprise Edition, only.

To enable Office Online for a specific site:

  1. Open settings.
  2. Select the SharePoint tab.
  3. Select the SharePoint site and click Edit Site > Open supported documents in Office Online.

To show limited or no access subsites:

  1. Open settings.
  2. Select the SharePoint tab
  3. 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 permission.

To test the connection with your SharePoint site and report to harmon.ie support:

  1. Open settings.
  2. Select the SharePoint tab.
  3. In the Sites category, select your site, click Edit or Add, then Test Connection. If a connection cannot be established, you may submit a problem report by clicking the Send Report button in the Failed to Connect message box.

To configure Views settings:

  1. Open settings.
  2. Select the SharePoint tab.
  3. Select Always show these columns to open No View when navigating, and see the configured visible columns.
    - or -
    Select Use the default SharePoint view to open the default view when navigating.

To sort the list of views:

The SharePoint views can be sorted alphabetically, to match the SharePoint order of views:

  1. Open settings.
  2. Select the SharePoint tab.
  3. Check Views > Sort views alphabetically.

To change Group By settings:

  1. Open settings.
  2. Select the SharePoint tab.
  3. Click the Group By button:
    • Check Exclude folders from an empty group if you want to view folders that do not belong to any group in the beginning of the document list. Uncheck if you want to view them in the empty group (for example in Territory:<none>).
    • Check Show Group By field name if you want to show the field name by which the content was grouped. Uncheck if you do not want to see the field name.

To enable/disable the recent items feature:

  1. Open settings.
  2. Open the SharePoint tab.
  3. Check/uncheck Views > Load items by date modified (start with most recent).

To set the number of recent items that are shown:

  1. Open settings.
  2. Open the SharePoint tab.
  3. Set the number under Views > Load items by date modified (start with most recent) > x items at a time. The number must be between 100 and 1000.

To configure upload options:

  1. Open settings.
  2. Select the SharePoint tab.
  3. Click the Documents > Options button.
  4. To configure if harmon.ie prompts to select a content type: Check Let me select content type during document upload.
  5. To configure if harmon.ie warns about missing properties: Check Warn me when documents are missing required properties if you previously checked Do not warn me again in a warning prompt and want to revert to the default behavior.
  6. To configure if harmon.ie prompts for checkin: The three radio buttons under Ask me to check in documents, making them available to others? let you set the preferred behavior. If you previously checked Remember my choice in a check in prompt, and want to revert to the default behavior, select Yes.
  7. To open the Properties window on every upload: Check Open the properties window on every upload.
  8. To configure if harmon.ie prompts for checkin: The three radio buttons under Ask me to check in documents, making them available to others? let you set the preferred behavior. If you previously checked Remember my choice in a check in prompt, and want to revert to the default behavior, select Yes.

In Document Options you can set the preferred behavior for check in prompts.

To open the Properties window on every upload:

harmon.ie can automatically open the Properties window on every upload, to remind you to fill in the document properties, whether they are required or optional:

  1. Open settings.
  2. Select the SharePoint tab > Documents > Options button.
  3. Check Open the properties window on every upload.

The People tab

To manually configure or change the social server:

  1. Open settings.
  2. Select the People tab.
  3. In the drop-down list General > Select the social server, select the social network server from any of the registered SharePoint sites.

Note: If your social server does not appear in the list of available social networking servers, add a SharePoint site from your social server to include it in the list.

To remove the social features:

To remove SharePoint social integration, and disable all social features in harmon.ie, do the following:

  1. Open settings.
  2. Select the People tab.
  3. Open the General > Select the social server drop-down list, and select None.

Note: When disabling the social features, you can still initiate Skype for Business interactions with people from the Documents and the Updates tabs.

To disable sites and favorites sharing:

  1. Open settings.
  2. Select the People tab > General.
  3. Uncheck Share sites and favorites across my clients.

To hide OneDrive / My Site:

To enable or disable OneDrive / My Site from the SharePoint sites drop-down list:

  1. Open settings.
  2. Select the People tab.
  3. In the General group, select or deselect Show 'OneDrive' in the sidebar.

To hide the Sites I'm Following:

  1. Open settings.
  2. Select the People tab.
  3. Uncheck Show Sites I'm Following.

To hide the people information pane:

  1. Open settings.
  2. Select the People tab.
  3. In the General group, unselect Show the people information pane.

To enable/disable the teams and groups feature:

  1. Make sure your administrator enabled this feature.
  2. Open settings.
  3. Open the People tab.
  4. Check/uncheck General > Show Office 365 teams and groups.

To enable Yammer integration:

  1. Open settings.
  2. Select the People tab and check Enable Yammer integration.

The Advanced tab

To set harmon.ie's default view:

You can configure which view to open when harmon.ie starts:

  1. Open settings.
  2. Select the Advanced tab.
  3. Set Start the sidebar with to Last View (opens the last view you used before exiting harmon.ie) / All Locations / Favorites / Updates / Teams.

To configure SharePoint drag-and-drop options:

This option applies to attaching SharePoint documents to email and to copying documents with ctrl+c. It does not apply to list items.

  1. Open settings.
  2. Select the Advanced tab, and check Drag files instead of file links to Outlook.

To reverse the behavior set in the application options, hold the Alt key while dragging a document from the sidebar.

To set the default drag-and-drop mode to move:

  1. Open settings.
  2. Select the Advanced tab and check Move email instead of copy to harmon.ie.

Note: To reverse the behavior set in the application options, and change the drag-and-drop mode from move to copy or vice versa, hold the Alt key while dragging an email to the sidebar.

To set email options:

Use harmon.ie Options to set the default action taken when sending email messages containing attachments. You can override these settings for a specific email message using the Save Attachments button, available in the harmon.ie ribbon button.

Note: The email setting does not apply to currently open message windows.

To set the default action when sending an email message with attachments:

  1. Open settings.
  2. Select the Advanced tab.
  3. Under Email Settings click the Prompt to save attachments when sending emails > Options button. The Save attachment options dialog appears.
  4. Select one of the following Ask me to save attachments when sending emails options:
    • Always: Each time you send an email message with attachments, you are asked if you want to upload the attachments to SharePoint and replace them with links. This is the default setting. Select this option if you always want to be prompted to replace attachments with links.
    • Never: Select this option if you do not want to be prompted to replace attachments with links. In this case the attachments are sent as physical files and are not uploaded to SharePoint.
    • Only if all recipients are from the following domains: Select this option to instruct harmon.ie to prompt you to upload the attachments to SharePoint and replace them with links when all the recipients (To, Cc, and Bcc) belong to one of the domains listed in the text box.
      This field defaults to the domain used by your default Outlook account. Separate multiple domains by commas. Wild cards ('*') are allowed.

To set whether to always prompt to save an outgoing message to SharePoint:

  1. Open settings.
  2. Select the Advanced tab.
  3. Open the drop-down list next to Ask me to save email when I send it, and select:
    • Always to prompt to save the email to SharePoint.
    • Never to not prompt to save the email to SharePoint.
    • Remember my choice to remember your last selection.

Note: You can overwrite your selection in the options using the Save on Send button.

To save email messages with unique names:

  1. Open settings.
  2. Select the Advanced tab.
  3. Under Email Settings, check Save emails with unique names.

With this option, harmon.ie concatenates the sending time and sender name to the email subject to create unique names to each email saved to SharePoint.

For more information, read the KB article Save email messages with unique names.

To configure document sharing:

  1. Open settings.
  2. Open the Advanced tab.
  3. Click the Share documents when sending links > Options button.
  4. Set Share when sending links from: to OneDrive Only / OneDrive and Office 365 / Do not share.
  5. Set permission levels to: View Item / Edit Item. This sets the default permission level.
  6. Check Automatically assign these permission levels to recipients for automatic sharing of documents and items. Uncheck to be prompted to share documents and items.
  7. Click OK.

To save email headers in SharePoint columns:

  1. Open settings.
  2. Select the Advanced tab > Email Header Mapping.
  3. Click the Map email headers to SharePoint columns > Mapping button to open the Email Header Mapping dialog.
    Configure in which SharePoint field to store email headers for uploaded email messages using the Email Header Mapping dialog.
  4. From here, you can edit existing email headers. Multiple SharePoint fields, separated by a semicolon, can be configured as candidates to be mapped to an email header. harmon.ie assigns each header value in an email message to only one SharePoint field - the first in the list of fields that exists in the document library. Any email header field can be mapped to SharePoint metadata.

To change the interval between retrieving the activities updates from the SharePoint server:

  1. Open settings.
  2. Select the Advanced tab.
  3. Set the number of minutes under Updates View > Refresh the Updates view every x minutes. The minimum interval is 5 minutes.

To set harmon.ie's display language:

  1. Open settings.
  2. Select the Advanced tab.
  3. Set the Display Language to Match Outlook, German, English, or French.

To configure proxy settings:

Follow the directions in Configuring proxy settings.

The License tab

To register a license file:

  1. Open settings.
  2. Select the License tab.
  3. Click the Browse button and browse to a valid license (.lic) file on your computer.
  4. Click Open to apply the selected license file.