How to Deploy harmon.ie Classic: Step-by-step Admin Guide

Follow this step-by-step guide to deploy harmon.ie Classic for a pilot group or for the whole organization:

1. Obtain the installation package of harmon.ie 365 or harmon.ie for SharePoint.
2. To deploy harmon.ie 365, admin should grant harmon.ie consent to access M365 on behalf of the user.
3. Optionally, How to Customize the Installation of harmon.ie Classic:
   1. Predefine SharePoint sites for users.
   2. Hide SharePoint libraries and technical lists from users.
   3. Restrict sites to users.
   4. If your organization requires it, you may rebrand harmon.ie with your own logo and labels.
   5. Manage harmon.ie settings.
4. Configure email header mapping.
5. Deploy harmon.ie for a group of users.
6. Provide training material.

Obtain harmon.ie 365 installation package

1. Open the harmon.ie customer portal.
2. To log in, select one of these options:
   • Click Sign in with Microsoft. Upon the first login attempt, this will trigger an activation email. Click the Authenticate Your Email Address link in the email to continue. Note: This option should be enabled by an administrator.
   • Use the username and password you received in the harmon.ie Order Fulfillment email.
   • If you don’t have credentials, click Retrieve password or contact harmon.ie support.
3. Select the Download tab then click Download harmon.ie 365
4. You are prompted to log in to your Microsoft 365 account to grant harmon.ie permission to access Microsoft 365 locations on behalf of the user. Accept requested permissions.
   Important note: harmon.ie only asks for delegated permissions, not for application permissions. As such, harmon.ie users can never access SharePoint content they are not authorized to view.
5. After you accept the permissions, the download process will begin. A zip file is downloaded for you. Once extracted, you will see 3 files:
   • HarmonieSharePointSetup.Ent.licensed.Teams.exe
   • HarmonieSharePointSetup.x64.Ent.licensed.Teams.msi (for 64 bit Office)
   • HarmonieSharePointSetup.x86.Ent.licensed.Teams.msi (for 32 bit Office)

Obtain harmon.ie for SharePoint installation package

1. Open the harmon.ie customer portal.
2. To log in, select one of these options:
   • Click Sign in with Microsoft. Upon the first login attempt, this will trigger an activation email. Click the Authenticate Your Email Address link in the email to continue. Note: This option should be enabled by an administrator.
   • Use the username and password you received in the harmon.ie Order Fulfillment email.
   • If you don’t have credentials, click Retrieve password or contact harmon.ie support.
3. Select the Download tab then click Download harmon.ie for SharePoint
4. A zip file is downloaded for you. Once extracted, you will see 3 files:
   • HarmonieSharePointSetup.Ent.licensed.exe
   • HarmonieSharePointSetup.x64.Ent.licensed.msi (for 64 bit Office)
   • HarmonieSharePointSetup.x86.Ent.licensed.msi (for 32 bit Office)

The harmon.ie license key is embedded in the MSI files. The executable file is running the MSI file that matches your Office version (64 or 32 bit).

How to How to Customize the Installation of harmon.ie Classic

For a small group of users:

You can use registry keys to predefine harmon.ie settings or add SharePoint sites for users.

To experiment with customizing harmon.ie, or when deploying harmon.ie for a small group of users, you can add and edit the harmon.ie registry keys manually, or send a .reg file to all users.

For a large group of users, or for the whole organization:

You can How to Customize the Installation of harmon.ie Classic file to set initial SharePoint sites, favorites, and settings to all harmon.ie users. If your organization requires it, you may rebrand harmon.ie with your company’s name and logo.

Read How to Customize the Installation of harmon.ie Classic to learn how.

How to configure email header mapping

email header mapping is used to map email headers (From, To, CC, Subject, Date, etc.) to SharePoint document properties, when uploading emails to SharePoint.

It is recommended to set automatic email header mapping in new harmon.ie deployments, both in Teams and in SharePoint locations, as explained in How to Save Email Headers in SharePoint and Teams Columns Using harmon.ie Classic.

Alternatively, configure the SharePoint document library as explained in Manually Mapping Email Headers to SharePoint Properties in harmon.ie Classic and How to Configure Mail Content Types for Emails Uploaded to SharePoint via harmon.ie Classic.

How to deploy harmon.ie Classic

For a small group of users:

1. Distribute the installation package you downloaded from your harmon.ie customer portal.
2. Send a .reg file containing the harmon.ie provisioning keys you want to set to all users. Instruct users to double-click the reg file in order to apply it.
3. Instruct users to install harmon.ie by running the executable or the MSI file that matches their Office version.

How to deploy harmon.ie for a large group of users, or for the whole organization:

Whether you have customized the harmon.ie installation file or not, deploy the .msi file for all users using deployment tools such as Intune, SCCM, Altirix, or Active Directory.

For more information read:

• How to Deploy harmon.ie Classic With Microsoft Intune
• How to Deploy harmon.ie Classic Using Active Directory

Provide training material

• All the technical documentation is available here: Support.
• Getting started guide.
• Training videos.

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