Adding and editing SharePoint sites

Adding and editing SharePoint sites

To start working with SharePoint sites from Microsoft Outlook, you must have at least one SharePoint site configured in harmon.ie. Your administrator may have configured SharePoint sites for you, or you can manually add the SharePoint sites that you want to access.

To add a SharePoint site:

  1. Start the harmon.ie add-in as described in Launching harmon.ie.
  2. Launch the Add SharePoint Site dialog in one of the following methods:
    • Right-click an empty area in the Locations tab and select Add Site.
    • Click the New icon (The New icon) in the Locations tab and select Add Site.
    • If the sidebar is empty, click the Add Site icon (The Add Site icon) in the SharePoint sites drop-down list.
    • 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.
  3. The Add SharePoint Site dialog opens:
    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 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 credentials.
        Note: If a certificate is required for the site, select Use client certificate. You will then be asked to select the required certificate when you select either Test Connection or OK. If the correct certificate is not selected, you will not be given access to the site.
      • 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.
        harmon.ie tries to auto complete the username for you, searching for usernames already used for registering sites. If you select a username from the list, its password is automatically set for you.
      • 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.
    3. 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. Click Send Report 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 username are included in the data that is sent to harmon.ie support, while the password is not sent.
    4. 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. Use harmon.ie settings to show limited or no access subsites.

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 site, the SharePoint server is automatically set as the social server.

To discover more sites:

harmon.ie helps you discover and add new site collections:

  1. Open the All Locations view.
  2. Right-click a registered site and click Discover more sites. harmon.ie shows a list of site collections that belong to the same tenant/server.
  3. Select the site(s) you want to add to harmon.ie and click Select.
  4. Click Add to add these sites to harmon.ie.

Discover more sites

Note: By default, harmon.ie looks for team sites, but the query can be extended to other SharePoint site templates using provisioning.

What other sites are added to harmon.ie?

Apart of the locations you add to the sites list, when a social server is configured, harmon.ie automatically tries to add more sites to your sites list:

  • Your personal site is automatically added to the SharePoint sites drop-down list in the sidebar panel. If not, follow the directions under adding OneDrive / My Site.
  • SharePoint sites that you follow in the configured social server are shown in the Locations tab, under All Locations, marked with a yellow star on the site icon (Yellow star icon). You can hide those sites from harmon.ie.
  • You can provision harmon.ie to add links users defined in their My Links groups. The site part of the link is taken, and added to the sites list. A special icon (Icon for site added from My Links) indicates that this site was retrieved from My Links.
    The first time users access the site, harmon.ie tries to connect to it using their Windows credentials. If the connection fails, the Add SharePoint Site is displayed and the user is asked to supply credentials for the site.

To edit SharePoint sites:

  1. Launch the Edit SharePoint Site dialog in one of the following methods:
    • Open the Locations tab and browse to All Locations. Right-click the site you want to edit and select Edit.
    • Open harmon.ie Settings and edit SharePoint site.
  2. The Edit SharePoint Site dialog opens, and lets you edit the following fields, in addition to the fields contained in the Add SharePoint Site dialog:
    • Title lets you rename the SharePoint site label for easy identification in the sidebar.
    • Hide subsites and workspaces lets you hide SharePoint subsites and workspaces you do not wish to display in the sidebar document list. By default, subsites and workspaces are displayed.
      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.
      • Your administrator may have provisioned harmon.ie to always retrieve the site title from SharePoint. In this case Title is disabled.
      • 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 permission to view these 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.
    • Open supported documents in Office Online, available for sites of SharePoint 2010 or later, lets you open Office documents with Office Online, if installed on your SharePoint server.
    • Show documents preview lets you preview SharePoint documents. This option is checked by default for sites of SharePoint 2013 or later.
  3. Edit the fields you want to change, and then click OK.

To remove SharePoint sites:

  1. Open the Locations tab and browse to All Locations.
  2. Right-click the site you want to remove and select Remove.

- or -

  1. Use harmon.ie settings to remove the site.

To share sites between harmon.ie clients:

This feature applies to harmon.ie for Outlook, 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 email). Sites you add in harmon.ie Mobile, for example, will be shared and automatically added to your harmon.ie for Outlook. Sites sharing can be disabled.