harmon.ie Classic Options

• The General tab
• The Advanced tab
• The License tab

How to open harmon.ie options

Click the harmon.ie menu icon () in the sidebar, then click Option.

Or, click the arrow in the lower right corner of the harmon.ie ribbon.

The SharePoint tab

To add SharePoint sites

1. Open options > General tab.
2. Click Add. The Add SharePoint Site dialog opens and lets you configure a new site.

To edit SharePoint sites

1. Open options > General tab.
2. 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 options > General tab.
2. In the Sites list, select the site you want to remove, and then click the Remove button.

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

To reorder SharePoint sites

1. Open options > General tab.
2. 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 hide subsites and workspaces

To only show document libraries under sites:

1. Open options > General tab.
2. Select the SharePoint site and click Edit.
3. In the Edit SharePoint Site dialog box select Hide subsites and workspaces.

To enable Office Online for a site

To enable Office Online for a specific site:

1. Open options > General tab.
2. Select the SharePoint site and click Edit.
3. In the Edit SharePoint Site dialog box select Open supported documents in Microsoft 365.

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

1. Open options > General tab.
2. 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 manually configure or change the social server

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

To remove the social features

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

1. Open options > General tab.
2. From the Select the social server drop-down list, select None.

To enable/disable sites and favorites sharing

1. Open options > General tab.
2. Check or clear the Share sites and favorites across my clients check box.

To show/hide the Sites I’m Following

1. Open options > General tab.
2. Check or clear the Show “Sites I’m Following” check box.

To configure Views options

1. Open options > General tab.
2. Select Always show these columns, and then click Visible Columns to open the Visible Columns dialog box where you can configure visible columns to configure the columns you want to see when navigating.
   – or –
   Select Use the default SharePoint view to open the default view when navigating.

To change Group By options

1. Open options > General tab.
2. 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 options > General tab.
2. Check/uncheck Views > Load items by date modified (start with most recent).

To set the number of recent items that are shown

1. Open options > General tab.
2. Check Load items by date modified (start with most recent) > x items at a time, and set the number of recent items you want shown at a time. You can select any value between 100 and 1000.

To configure upload options

1. Open options > General tab.
2. In the Documents area > Set options for uploading and editing documents, click Options, and configure the following:
   • To select a content type during document upload, check Let me select content type during document upload.
   • To be warned about missing required 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.
   • To open the Properties window on every upload, check Open the properties window on every upload.
   • To be asked to check in documents and make them available to others, select one of the following:
     • Yes
     • No, check in the documents automatically
     • No, leave documents checked out

To configure how to open Office links

You can configure how Office links created by harmon.ie will be opened.

1. Open options > General tab.
2. In the Documents area > Office link open preferences, select Match Office to open according to your Office settings (i.e. in the desktop or web app) or to Always open in desktop app.

The Advanced tab

To set harmon.ie’s default view

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

1. Open options > Advanced tab.
2. Set Start the sidebar with to Last View (opens the last view you used before exiting harmon.ie) / All Locations.

To configure drag-and-drop options

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

1. Open options > Advanced tab.
2. Set Add files into Outlook emails as to File Links or File Attachments.

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

To set whether to ask users to save attachments on send

Use harmon.ie Options to set the default action taken when sending email messages containing attachments.

1. Open options > Advanced tab.
2. Click the Ask to save attachments on send > Options button. The Save attachment options dialog appears.
3. 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 save the attachments to SharePoint and replace them with links. This is the default setting.
   • 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 saved to SharePoint.
   • Only if all recipients are from the following domains: Select this option to instruct harmon.ie to prompt you to save 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 ask to save emails on send

1. Open options > Advanced tab.
2. From the Ask to save email on send drop-down list, 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.

To save email messages with unique names

1. Open options > Advanced tab.
2. 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 for each email saved to SharePoint, Teams, or OneDrive. Example: Mutual NDA_2016-09-15_06-52-42_Harmon Young.msg.

For more information, read the KB article Ensuring Unique Naming for Email Messages Saved to SharePoint or Teams with harmon.ie Classic.

To delete emails saved to SharePoint, Teams, or OneDrive

1. Open options > Advanced tab.
2. Select Delete emails from Outlook after saving.

To save email header mapping

1. Open options > Advanced tab.
2. Under Email Header Mapping, click the Map email headers to SharePoint columns > Mapping button to open the Email Header Mapping dialog.
   
   
   
3. 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.

For more information, read How to Save Email Headers in SharePoint and Teams Columns Using harmon.ie Classic.

To create Email view with metadata columns

This setting controls if and where harmon.ie attempts to create an Email view and save email headers as columns, when saving email messages to Microsoft 365.

1. Open options > Advanced tab.
2. In harmon.ie 365: Set Create email view with metadata columns to Teams Only, SharePoint and Teams, or Nowhere.
   In harmon.ie for SharePoint: Set Create email view with metadata columns to Enable or Disable.

To configure what to do when saving an item to Teams

When a user saves an email or document to a Teams location using harmon.ie, harmon.ie prompts to share the file in the Team’s channel. To change the default behavior:

1. Open options > Advanced tab.
2. Set Post to the channel when saving to Teams to one of these options:
   Prompt will open a dialog asking the user if they want to share the uploaded items to the Teams channel.
   Never will never prompt the user to share in the Teams channel.
   Always will always launch the Share to Microsoft Teams dialog, without asking the user first.

To set harmon.ie’s display language

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