[IMP] productivity: calendar add troubleshooting
closes odoo/documentation#8767
X-original-commit: 856836af1d
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
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@ -61,8 +61,8 @@ Now that the API project has been created, OAuth should be configured. To do tha
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require an approval, or for *Scopes* to be added on. However, using a *Google WorkSpace* account
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allows for **Internal** User Type to be used.
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Note, as well, that while the API connection is in the *External* testing mode, then no approval is
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necessary from Google. User limits in this testing mode is set to 100 users.
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Note, as well, that while the API connection is in the *External* testing mode, then no approval
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is necessary from Google. User limits in this testing mode is set to 100 users.
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In the second step, :guilabel:`OAuth Consent Screen`, type `Odoo` in the :guilabel:`App name` field,
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select the email address for the :guilabel:`User support email` field, and type the email address
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@ -90,10 +90,10 @@ a guide to create credentials.
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Under :menuselection:`Create OAuth Client ID`, select :guilabel:`Website application` for the
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:guilabel:`Application Type` field, and type `My Odoo Database` for the :guilabel:`Name`.
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- Under the :guilabel:`Authorized JavaScript Origins` section, click :guilabel:`+ Add URI` and
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type the company's Odoo full :abbr:`URL (Uniform Resource Locator)` address.
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- Under the :guilabel:`Authorized redirect URIs` section, click :guilabel:`+ Add URI` and type
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the company's Odoo :abbr:`URL (Uniform Resource Locator)` address followed by
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- Under the :guilabel:`Authorized JavaScript Origins` section, click :guilabel:`+ Add URI` and type
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the company's Odoo full :abbr:`URL (Uniform Resource Locator)` address.
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- Under the :guilabel:`Authorized redirect URIs` section, click :guilabel:`+ Add URI` and type the
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company's Odoo :abbr:`URL (Uniform Resource Locator)` address followed by
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`/google_account/authentication`. Finally, click :guilabel:`Create`.
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.. image:: google/uri.png
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@ -153,3 +153,47 @@ Now, Odoo Calendar is successfully synced with Google Calendar!
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Events can be created in Google Calendar without sending a notification by selecting
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:guilabel:`Don't Send` when prompted to send invitation emails.
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Troubleshoot sync
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=================
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There may be times when the *Google Calendar* account does not sync correctly with Odoo. Sync issues
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can be seen in the database logs.
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In these cases, the account needs troubleshooting. A reset can be performed using the
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:guilabel:`Reset Account` button, which can be accessed by navigating to :menuselection:`Settings
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app --> Manage Users`. Then, select the user to modify the calendar, and click the
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:guilabel:`Calendar` tab.
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.. image:: google/google-reset.png
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:align: center
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:alt: Reset buttons highlighted on the calendar tab of the user.
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Next, click :guilabel:`Reset Account` under the correct calendar.
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Reset options
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-------------
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The following reset options are available for troubleshooting Google calendar sync with Odoo:
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.. image:: google/reset-calendar.png
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:align: center
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:alt: Google calendar reset options in Odoo.
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:guilabel:`User's Existing Events`:
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- :guilabel:`Leave them untouched`: no changes to the events.
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- :guilabel:`Delete from the current Google Calendar account`: delete the events from *Google
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Calendar*.
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- :guilabel:`Delete from Odoo`: delete the events from the Odoo calendar.
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- :guilabel:`Delete from both`: delete the events from both *Google Calendar* and Odoo calendar.
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:guilabel:`Next Synchronization`:
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- :guilabel:`Synchronize only new events`: sync new events on *Google Calendar* and/or Odoo
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calendar.
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- :guilabel:`Synchronize all existing events`: sync all events on *Google Calendar* and/or Odoo
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calendar.
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Click :guilabel:`Confirm` after making the selection to modify the user's events and the calendar
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synchronization.
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@ -116,8 +116,8 @@ Sync Odoo Calendar and Outlook
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------------------------------
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In the Odoo database, go to the :guilabel:`Calendar` module and click the :guilabel:`Outlook` sync
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button. The page will redirect to a Microsoft login page, and the user is asked to log in to
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their account, if they are not already, and grant the required permissions.
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button. The page will redirect to a Microsoft login page, and the user is asked to log in to their
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account, if they are not already, and grant the required permissions.
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.. image:: outlook/outlook-sync-button.png
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:align: center
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@ -128,11 +128,58 @@ The synchronization is a two-way process, meaning that events are reconciled in
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.. note::
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All users that want to use the synchronization simply need to :ref:`sync their calendar with
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Outlook <outlook/sync>`. The configuration of Microsoft's Azure account
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is only done once, as Microsoft Entra ID tenants' Client IDs and Client Secrets are unique, and
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represent an organization that helps the user to manage a specific instance of Microsoft cloud
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services for their internal and external users.
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Outlook <outlook/sync>`. The configuration of Microsoft's Azure account is only done once, as
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Microsoft Entra ID tenants' Client IDs and Client Secrets are unique, and represent an
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organization that helps the user to manage a specific instance of Microsoft cloud services for
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their internal and external users.
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.. seealso::
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- :doc:`/applications/general/integrations/mail_plugins/outlook`
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- :doc:`google`
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Troubleshoot sync
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=================
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There may be times when the *Microsoft Outlook Calendar* account does not sync correctly with Odoo.
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Sync issues can be seen in the database logs.
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In these cases, the account needs troubleshooting. A reset can be performed using the
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:guilabel:`Reset Account` button, which can be accessed by navigating to :menuselection:`Settings
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app --> Manage Users`. Then, select the user to modify the calendar, and click on the
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:guilabel:`Calendar` tab.
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.. image:: outlook/outlook-reset.png
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:align: center
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:alt: Reset buttons highlighted on the calendar tab of the user.
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Next, click :guilabel:`Reset Account` under the correct calendar.
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Reset options
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-------------
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The following reset options are available for troubleshooting *Microsoft Outlook Calendar* sync with
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Odoo:
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.. image:: outlook/reset-calendar.png
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:align: center
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:alt: Outlook calendar reset options in Odoo.
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:guilabel:`User's Existing Events`:
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- :guilabel:`Leave them untouched`: no changes to the events.
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- :guilabel:`Delete from the current Microsoft Calendar account`: delete the events from *Microsoft
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Outlook Calendar*.
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- :guilabel:`Delete from Odoo`: delete the events from the Odoo calendar.
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- :guilabel:`Delete from both`: delete the events from both *Microsoft Outlook Calendar* and Odoo
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calendar.
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:guilabel:`Next Synchronization`:
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- :guilabel:`Synchronize only new events`: sync new events on *Microsoft Outlook Calendar* and/or
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Odoo calendar.
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- :guilabel:`Synchronize all existing events`: sync all events on *Microsoft Outlook Calendar*
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and/or Odoo calendar.
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Click :guilabel:`Confirm` after making the selection to modify the user's events and the calendar
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synchronization.
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