harmon.ie Classic Administration Guide

harmon.ie Classic is available in two editions:

• harmon.ie 365 – works with SharePoint Online, Teams, and OneDrive. Requires M365 admin consent.
• harmon.ie for SharePoint – works with SharePoint Online, SharePoint on-premises, and OneDrive. Does not require admin consent.

Follow this procedure to install 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 install harmon.ie 365, admin should grant harmon.ie consent to access M365 on behalf of the user.
3. Optionally, customize the harmon.ie installation:
   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. Install 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).

Customize the harmon.ie installation

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 installing 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 customize the harmon.ie installation 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 Customize the harmon.ie installation to learn how.

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 installations, both in Teams and in SharePoint locations, as explained in automatic email header mapping.

Alternatively, configure the SharePoint document library as explained in Map email headers to SharePoint metadata and Set mail content type when uploading email messages to SharePoint.

Install harmon.ie

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.

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

Whether you have customized the harmon.ie installation file or not, install the .msi file for all users, as explained in Install harmon.ie centrally and remotely.

Provide training material

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

To be notified on our new product releases, please subscribe to our blog.