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Enable the Harvey for Outlook Add-In for Your Workspace

Learn how to enable Harvey for Outlook for your organization, from centralized deployment to on-premise sideloading and managing user permissions.

For Admins

Last updated: Oct 22, 2026

Overview

This article covers how Harvey workspace administrators can deploy and enable the Harvey for Outlook add-in and the Outlook connector (full inbox search) across their organization.

Once enabled, the workspace’s users can refer to Download and Install the Harvey for Outlook Add-In to start using the Harvey add-in within Outlook.

Deploying Harvey for Outlook in the Microsoft 365 Admin Center

If your organization requires IT approval for all add-ins before employees can access them, admins can deploy Harvey for Outlook across the organization by:

Alternative Deployments

Sideloading Harvey for Outlook

In rare cases (such as on-premise environments), IT admins may sideload the add-in locally:

  1. In File Explorer, go to the parent folder or drive where you want to create the shared folder catalog.
  2. Add the appropriate XML file (from below) to this folder.
  3. Right-click the folder, select Properties, and open the Sharing tab.
  4. Select Share and add the users/groups who need access (grant at least Read/Write permissions).
  5. After confirming the folder is shared, note the full network path (you’ll need this as the Catalog URL).
  6. Select the Done button and close the Properties dialog window to complete setup.

XML Files for Deployment:

XML Files for On-Premises Exchange Server:

Please use these files if your organization hosts mailboxes on Exchange Server 2016, 2019, or Subscription Edition or sees an error that Mailbox API 1.13 is unsupported.

Enabling the Harvey for Outlook Add-in For Your Workspace

You can enable the Harvey Outlook add-in for your organization’s users via the Ecosystem page in Command Center.

  1. Go to Command Center → Configurations → Ecosystem.
  2. Find the listing for Outlook and select Add, then follow the enablement steps.

To disconnect the integration, select Manage and disconnect the API.

Managing Users and Roles for the Harvey Outlook Add-In

You can manage role and user access for the Harvey Outlook add-in via the Ecosystem page in Command Center.

  1. Go to Command Center → Configurations → Ecosystem.
  2. Locate the Harvey for Outlook add-in.
  3. Select Manage to view users and roles with access. You can also add roles or users in this field.
  4. Select View users to remove access for roles or users via the Users or Roles page.

Enabling the Outlook Connector (Full Inbox Search) For Your Workspace

Important: The Full inbox search feature requires mailboxes hosted in Microsoft 365 (Exchange Online). It relies on delegated Microsoft Graph permissions, which aren't supported for mailboxes hosted on on-premises Exchange Server. If your organization's mailboxes are on-premises, leave the Outlook connector disabled.

Full inbox search is an optional feature that enables your organization’s users to connect their Outlook inboxes to the Harvey web app to search their emails as a source.

Full inbox search can be enabled for your workspace in two ways:

  • Via Command Center
  • Via the Harvey for Outlook Add-In

Enable Full Inbox Search From Command Center

  1. Navigate to Command Center → Configurations → Connectors.
  2. Within the Connectors tab, locate the Outlook connector.
  3. Select Add.
  4. Within the popover, select + Add to begin the setup flow, then follow the authentication and configuration steps.
  5. In the Grant access for users menu, choose which roles and users can access the connector.
    1. In the Roles section, add or remove specific roles from the access list.
    2. In the Users section, enter email addresses to add specific users in addition to the selected roles.
  6. Select Enable Integration.

Once the Outlook connector is enabled, full inbox search will become available for your selected users. You can disable the Outlook connector from this page to disable full inbox search for your workspace.

For additional details on managing connectors, refer to our Connector Library article.

Enable Full Inbox Search From the Harvey for Outlook Add-In

  1. In Outlook, open the Harvey for Outlook add-in.
  2. In the authorization panel on the right, select Enable. Depending on your organization’s IT set-up and permissions granted with Microsoft, an additional authorization step may be needed to grant new permissions. Refer to Outlook Connector in Harvey: Security and Data Privacy for additional details.
    Full inbox search in Harvey
  3. On the next screen, select Continue.
    Continue screen in Harvey Outlook add-in.
  4. Fill out the Roles and Users fields to grant access to users in your workspace, then select Enable.
    Roles and Users fields in the Harvey Outlook add in

Note: If a user turns on full inbox search, it will apply to both Outlook on web and the Harvey Outlook add-in. The two can't be configured separately.

Managing Users and Roles for the Outlook Connector (Full Inbox Search)

  1. Navigate to Command Center → Configurations → Connectors.
  2. Within the Connectors tab, locate the Outlook connector.
  3. Select the Chevron Right icon to open the Outlook connector popover.
  4. Select the Users with Access field to view, select, and remove users and roles.

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