How to Switch From harmon.ie Classic to New harmon.ie – Best Practices

When to Switch to New harmon.ie?

• Future-Proof Your Workflow: If your company is transitioning to Outlook for Windows (new) or if you need harmon.ie on Mac, switching ensures continued productivity.
• Flexible Adoption: Teams can mix and match—some users can continue with harmon.ie Classic, while others migrate to New harmon.ie.
• Work Side by Side: You don’t need to stop using harmon.ie Classic—both versions can run in parallel.

What Will Be Different for Users?

1. Feature Set – What’s Still in Progress?

While New harmon.ie is feature-ready for email and document management, and is actively evolving, some features are not yet available. Here are the main missing features: (For the full list, read harmon.ie Classic vs. New harmon.ie.)

• Drag & Drop Limitations:
• Dragging & dropping emails and files to upload them to Microsoft 365 or to create email links currently works in Outlook for Windows (classic) and Outlook for Mac.
• In Outlook for Windows (new), use the “Save selected email” action to save emails and attachments to Microsoft 365. And the “Email with link” action to add file links to email messages.
• Save on Send: Not currently supported (on roadmap). You can save a sent email from the Sent folder in Outlook.
• Shared Mailboxes: Not yet available (on roadmap).

2. Sidebar Placement in Outlook for Windows (new)

Unlike Outlook for Windows (classic), the sidebar cannot be added to the Outlook for Windows (new) main ribbon. Instead, it appears in the message ribbon. Select an email to open New harmon.ie from the message ribbon button, then pin the sidebar open to prevent it from closing when switching emails.

3. Opening Saved Emails and Pdf Files

harmon.ie Classic saves emails as .msg files. New harmon.ie saves emails as .eml files, which offers better compatibility across platforms.

By default, both email types as well as pdf files open in New harmon.ie in a web browser.

harmon.ie uses the OneDrive desktop app to open pdf and email files locally. OneDrive should be installed on the machine and the users should be logged into the app.

Deployment & Provisioning Considerations

1. Share Your Sites & Favorites

To ensure a smooth transition, it’s recommended that harmon.ie Classic version 10.6 or later will be installed for all users switching to New harmon.ie. This version saves your sites and favorites in a common location accessible to New harmon.ie, reducing setup time.

2. Deploy New harmon.ie

New harmon.ie is managed and deployed via Microsoft AppSource and the Microsoft 365 Admin Center, making deployment straightforward and efficient. It benefits from automatic updates, ensuring users always have access to the latest features and security enhancements without manual intervention. Read How to Deploy New harmon.ie: Step-by-step Admin Guide.

3. Provisioning Considerations

As a web add-in, registry keys are not applicable for provisioning New harmon.ie. Instead, a configuration file (.json) is used to define settings. Read Centrally Configure New harmon.ie for All Users to learn more.

Configuring New harmon.ie is limited compared to harmon.ie Classic. If you need other configuration options, please contact support@harmon.ie.

4. Email Header Mapping

New harmon.ie can automatically map email headers to SharePoint metadata when saving emails to Teams and SharePoint.

If you previously configured email header mapping or email views in harmon.ie Classic, some adjustments may be required to ensure they function correctly in New harmon.ie:

• Email Views: If your existing views filter content to display only .msg files, it’s recommended to update them to filter content based on the Email content type.
  Alternatively, update them to include .eml files as well as .msg, as this is the format used by New harmon.ie.
• Email Header Mapping: If you use custom column names for storing email headers, you’ll need to configure email header mapping in New harmon.ie accordingly. Learn how to configure custom email header mapping.