Picture of the Cortana app on iOS, displaying its greeting message.

How to Install and Set Up Cortana App for Microsoft Invoke Smart Speaker




If your mission is to set up a new Microsoft Invoke Cortana smart speaker from Harman Kardon, you’ll need either the PC, Android, or iOS version of the Cortana app running on a machine that’s on the same network as the one where the Invoke speaker will be hosted.  You must install and set up this app before you can configure your Cortana speaker.  In this post, we demonstrate how to install and set up the Cortana app for iOS, on our iPad Air tablet.  See our How to Set Up New Harman Kardon Invoke Cortana Smart Speaker post for a demonstration of how to use this app to set up a new Invoke smart speaker.

Note that this procedure was done on a tablet that never had Cortana installed on it before.  Nor did the Microsoft account we used have any Invoke speakers set up prior on it.

Also, we had previously created our Microsoft account, and entered our phone numbers, to which two-factor authentication codes are sent.  If you do not yet have a Microsoft account, you’ll need to create one.  The Cortana app gives the option on its sign-in screen to create a brand new account.  You’ll also need access to at least a landline phone, in order to receive the aforementioned challenge codes for two factor authentication.

Now, to the Cortana app setup routine.

1. Locate the Cortana App.  You want the Cortana app that looks as follows in the App or Play stores.

Picture of the Cortana App download page inthe App Store.
Cortana app In App Store to Install.

We’ve found that running a search in the App Store for ‘Cortana” often times does not bring up the Cortana app we want.  So, to find it, we google it (search for ‘Cortana App’).  The desired app usually appears as the first entry on the search results page.  Click that entry to be taken into App Store and placed on the page for this app, as shown above.

 

2. Download and install the Cortana App, by tapping the Download link (the little cloud with the downward pointing arrow poking out from its bottom).  The download then takes roughly ten to twenty seconds.  Then, the down-cloud turns into an Open button, as shown next.

Picture of the Cortana app page on iOS in the App Store after downloading is complete, showing the Open button highlighted.
Cortana app page on iOS in the App Store after downloading is complete, showing the Open button highlighted.

 

3. Run the Cortana app   by pressing the blue   Open   button on the Cortana App page, as shown above.  You should then see the Cortana introductory screen, as shown next. 

Picture of the Cortana App on iOS, displaying its introduction screen, with the -Get Started- button circled.
Cortana App on iOS, displaying its introduction screen, with the -Get Started- button circled.

 

4. Tap the  Get Started   button, as circled in the previous picture.  Cortana then prompts you for your Microsoft account email or phone number given when the account was created, as shown in the next screenshot.

Picture of the Cortana app on iOS, prompting for account name with which to sign in.
Cortana app on iOS, prompting for account name with which to sign in.

 

5. Enter your Microsoft Account email address.

Again, if you’ve not yet created a Microsoft account yet, go ahead and do so at this time by pressing the   No Account? Create One!   button, as shown in the previous picture, and answer the on-screen questions and prompts until the account has been successfully created.    Return to this step to continue on with Cortana setup, once you have a Microsoft account, and enter the account email at the prompt above. 

Cortana then prompts for your Microsoft account password, as shown next.

Picture of the Cortana App on iOS, Prompting for Sign In Password.
Cortana App on iOS, Prompting for Sign In Password.

 

6. Enter your Microsoft Account password   at the above prompt.

If the password you entered is the one currently on file at Microsoft (the correct one), Cortana then prompts you to select a phone number or email address to which to send a two-factor authentication code.  You can receive this code via a text, voice, or email message, depending on the capabilities of the phones associated with the numbers you set up when you created your Microsoft account.

Picture of the Cortana App on iOS, displaying its -Verify Identity- screen.
Cortana App on iOS, displaying its -Verify Identity- screen.

 

7. Tap the desired call or text entry    for the desired phone number ending in the two digits provided in the list in the previous screen.

Cortana then prompts you to enter the last four digits of the selected phone number on the next screen, to further verify that you know the whole phone number and that you likely are authorized to receive messages or texts on this phone.

Picture of the Cortana app on iOS, prompting user for the last four digits of previously entered phone number, to which to send the challenge code.
Cortana app on iOS, prompting user for the last four digits of previously entered phone number, to which to send the challenge code.

 

8. Enter the last four digits of the phone number you selected in the previous step.  Cortana then sends the verification code to the phone or email address you chose above, and prompts you to enter that code once you receive it, on the next screen.

Picture of the Cortana App on iOS, prompting for verification code prior to sign-in.
Cortana App on iOS, prompting for verification code prior to sign-in.

 

9. Enter the verification code you receive,  once you receive it, at the prompt shown in the previous screenshot.  Verification codes are usually sent out within several seconds of entering the last four digits of your phone number.

Cortana then prompts for your acceptance of their Terms & Privacy statement, as shown in the next screenshot.

Picture of the Cortana App on iOS, displaying its -Terms and Privacy- agreement prompt screen.
Cortana App on iOS, displaying its -Terms and Privacy- agreement prompt screen.

 

10. Press the  Allow  button.  Cortana then prompts you for permission to access your current location information, as shown next.

Picture of the Cortana App on iOS, prompting for permission to access user's current location.
Cortana App on iOS, prompting for permission to access user’s current location.

 

11. We suggest choosing   Always Allow   for the most accurate Cortana performance.   At any rate, Cortana then asks for permission to send you notifications, as shown next.

Picture of the Cortana app on iOS, prompting for permission to send the user notifications.
Cortana app on iOS, prompting for permission to send the user notifications.

 

12. Press the  Allow  button.  Cortana then prompts you for permission to access your online calendar, as shown next. 

Picture of the Cortana app on iOS, prompting the user for permission to access his calendar.
Cortana app on iOS, prompting the user for permission to access his calendar.

 

13. Press the  OK  button.   Cortana then prompts you to set up Cortana Widgets, which allow Cortana access when your device screen is locked, as shown next.  Setting these up here is beyond the scope of this post however, so we’ll opt not to do this now.

Picture of the Cortana app on iOS, displaying the Cortana widgets setup prompt screen, with the Close (X) button highlighted.
Cortana app on iOS, displaying the Cortana widgets setup prompt screen, with the Close (X) button highlighted.

 

14. Tap or click the X (Close) button.  If all went well, you should then see the Cortana home screen, as shown in the next screenshot.

Picture of the Cortana app on iOS, displaying its Home screen.
Cortana app on iOS, displaying its Home screen.

 

15. You’re done.  The Cortana app is now ready for routine use, and can now facilitate setup and configuration of Cortana based smart speaker devices such as the Harman Kardon Invoke voice activated speaker.  Have fun!

 

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Revision History

  • 2017-12-08: Originally published.