[ADD] Discuss: new doc for external email servers

Also, misc imp to make discuss doc more business oriented

discuss.rst

@@ -8,8 +8,9 @@ Discuss
    :titlesonly:
 
    discuss/overview
-   discuss/team_communication
+   discuss/tracking
    discuss/monitoring
    discuss/mentions
-   discuss/tracking
+   discuss/team_communication
-   discuss/integrations
+   discuss/mail_twitter
+   discuss/email_servers

discuss/email_servers.rst

@@ -0,0 +1,99 @@
+====================================================================
+How to use my own email servers to send and receive messages in Odoo
+====================================================================
+
+When is it needed
+=================
+You need it if you use Odoo Community or Enterprise. 
+
+What if I use Odoo Online
+=========================
+You are done! Odoo Online comes up with an embedded and ready-to-use email 
+server (*@yourcompany.odoo.com*).
+We recommend to keep this default setting as is as it is really convenient. 
+
+Indeed, while it is branded by Odoo, the visible source of any message
+sent from Odoo will be your personal email address (your Odoo login). 
+Your contacts will therefore trust your messages. 
+
+How does it work when a contact replies to an email sent from Odoo
+==================================================================
+Default reply-to is a generic address used to automatically route 
+any incoming email to the discussion thread of the origin business object 
+(opportunity, order, task, etc.) and to the inbox of all its followers.
+By default this address is "catchall@" but it can be changed. 
+Thanks to it, you get a perfect message thread in Odoo and you don't 
+pollute your external email box with Odoo-related topics. 
+
+How to use my own email servers
+===============================
+You need to be a system admin to set this up.
+Go to :menuselection:`Settings --> General Settings` and check *External 
+Email Servers* (watch out: this checkbox only shows up after Odoo 10).
+Then, go through the following steps.
+
+Set an outgoing email server for outbound messages
+--------------------------------------------------
+You need the SMTP data of your email provider (Gmail, Outlook, 
+Yahoo, AOL, etc.) as well as your admin credentials. 
+Once all the information has been filled out, click on *Test Connection*.
+
+.. image:: media/outgoing_server.png
+    :align: center
+
+Set an incoming email server for inbound messages
+-------------------------------------------------
+Fill out the form according to your email provider’s settings. 
+Leave the *Actions to Perform on Incoming Mails* blank. Once all the 
+information has been filled out, click on *TEST & CONFIRM*.
+
+.. image:: media/incoming_server.png
+    :align: center
+
+.. note:: By default inbound messages are fetched every 5 minutes. 
+   You can change this value in developer mode.
+   Go to :menuselection:`Settings --> Technical --> Automation --> 
+   Scheduled Actions` and look for *Mail: Fetchmail Service*.
+
+Set the domain name
+-------------------
+Enter the domain name of your email servers (e.g. mycompany.com)
+in General Settings.
+
+.. image:: media/alias_domain.png
+    :align: center
+
+Create a catchall address
+-------------------------
+Create a catchall address in your email server settings. We advise
+you to use "catchall@" so that everything works out straight away.
+If you want to use another alias, you have extra steps in Odoo:
+
+- Activate the developer mode from your Settings Dashboard.
+
+.. image:: media/developer_mode.png
+    :align: center
+
+- Refresh your screen. Then go to :menuselection:`Settings --> Technical
+  --> Parameters --> System Parameters` and enter your custom catchall alias
+  in *mail.catchall.alias*.
+
+.. image:: media/system_parameters.png
+    :align: center
+
+.. note:: You can edit the email alias used for bounced messages the same way.
+
+How to perfectly combine Odoo Discuss and my traditional email tool
+===================================================================
+Odoo Discuss is a perfect tool to send and read messages related to 
+business objects. But it doesn't aim to replace a full-featured email 
+software (Gmail, Outlook, Yahoo, AOL, etc.). 
+We recommend to take the most out of both systems without mingling them: 
+What is related to Odoo business objects or applications goes into Odoo; 
+What is not stays into your external email boxes. 
+
+To do so, create specific email aliases to use in Odoo (to generate leads 
+or opportunities, helpdesk tickets, etc.). If you take an email alias 
+already used for messaging outside of Odoo, incoming messages will land 
+into both systems.
+This will negatively impact your productivity when it comes to process them.

discuss/integrations.rst

@@ -1,10 +0,0 @@
-:banner: banners/discuss.jpg
-
-============
-Integrations
-============
-
-.. toctree::
-   :titlesonly:
-
-   integrations/mail_twitter

discuss/mail_twitter.rst

@@ -1,12 +1,12 @@
-======================================
+====================================
-Integrating Twitter Feed with Channels
+How to follow Twitter feed from Odoo
-======================================
+====================================
 
 .. image:: media/twitter_user-image.png
     :align: center
 
-A user can follow specific hashtags on twitter and see the tweets within the 
+You can follow specific hashtags on Twitter and see the tweets within the 
-channels of his/her choice. The tweets are retrieved periodically from Twitter.
+Odoo Discuss channels of your choice. The tweets are retrieved periodically from Twitter.
 An authenticated user can retweet the messages.
 
 Setting up the App on Twitter's side

discuss/mentions.rst

@@ -1,10 +1,38 @@
-:banner: banners/discuss.jpg
+===================================================
+How to grab attention of other users in my messages
+===================================================
 
-========
+You can **mention** a user in a channel or chatter by typing
-Mentions
+**@user-name**. Mentioning a user in the chatter will set them as a
-========
+follower of the item (if they are not already) and send a message to
+their inbox. The item containing the mention will also be bolded in the
+list view. Mentioning a user in a channel will send a message to their
+inbox. You cannot mention a user in a channel who is not subscribed to
+the channel. Typing **#channel-name** will provide a link to the
+mentioned channel in either a chatter or another channel.
 
-.. toctree::
+Direct messaging a user
-   :titlesonly:
+=======================
+
+**Direct messages** are private messages viewable only by the sender
+and recipient. You can send direct messages to other users from
+within the Discuss module by creating a new conversation or
+selecting an existing one from the sidebar. Direct messages can be
+sent from anywhere in Odoo using the speech bubble icon in the top
+bar. The online status of other users is displayed to the left of
+their name. A **green dot** indicates that a user is Online, an
+**orange dot** that they are Idle, and a **grey dot** that they are
+offline.
+
+Desktop notifications from Discuss
+==================================
+
+You can choose to see **desktop notifications** when you receive a
+new direct message. The notification shows you the sender and a
+brief preview of the message contents. These can be configured or
+disabled by clicking on the gear icon in the corner of the
+notification..
+
+.. image:: media/discuss06.png
+    :align: center
 
-   mentions/mentions

discuss/mentions/mentions.rst

@@ -1,38 +0,0 @@
-====================================================
-Grabbing Attention with Direct Messages and Mentions
-====================================================
-
-You can **mention** a user in a channel or chatter by typing
-**@user-name**. Mentioning a user in the chatter will set them as a
-follower of the item (if they are not already) and send a message to
-their inbox. The item containing the mention will also be bolded in the
-list view. Mentioning a user in a channel will send a message to their
-inbox. You cannot mention a user in a channel who is not subscribed to
-the channel. Typing **#channel-name** will provide a link to the
-mentioned channel in either a chatter or another channel.
-
-Direct Messaging a User
-=======================
-
-**Direct messages** are private messages viewable only by the sender
-and recipient. You can send direct messages to other users from
-within the Discuss module by creating a new conversation or
-selecting an existing one from the sidebar. Direct messages can be
-sent from anywhere in Odoo using the speech bubble icon in the top
-bar. The online status of other users is displayed to the left of
-their name. A **green dot** indicates that a user is Online, an
-**orange dot** that they are Idle, and a **grey dot** that they are
-offline.
-
-Desktop Notifications from Discuss
-==================================
-
-You can choose to see **desktop notifications** when you receive a
-new direct message. The notification shows you the sender and a
-brief preview of the message contents. These can be configured or
-disabled by clicking on the gear icon in the corner of the
-notification..
-
-.. image:: media/discuss06.png
-    :align: center
-

discuss/monitoring.rst

@@ -1,10 +1,27 @@
-:banner: banners/discuss.jpg
+====================================================
+How to be responsive at work thanks to my Odoo inbox
+====================================================
 
-==========
+Use the **Inbox** in Discuss app to monitor updates and progress 
-Monitoring
+on everything you do in Odoo. 
-==========
+Notifications and messages from everything you follow or in
+which you are mentioned appear in your inbox.
+
+.. image:: media/discuss04.png
+    :align: center
+
+You can keep an eye on your **Inbox** from any screen.
+
+.. image:: media/inbox.png
+    :align: center
+
+Marking an item with a check marks the message as **read** and removes it
+from your inbox. If you would like to save an item for future reference
+or action, mark it with a star to add it to the **Starred** box. You can
+star any message or notification in Discuss or any of the item-specific
+chatters throughout Odoo to keep tabs on it here.
+
+.. image:: media/discuss05.png
+    :align: center
 
-.. toctree::
-   :titlesonly:
 
-   monitoring/monitoring

discuss/monitoring/monitoring.rst

@@ -1,27 +0,0 @@
-========================================
-Monitoring Your Messages Using the Inbox
-========================================
-
-.. image:: media/discuss04.png
-    :align: center
-
-Use the **inbox** to monitor updates and progress on everything you do
-in Odoo. Notifications from everything you follow and conversations in
-which you are mentioned appear in your inbox.
-
-.. image:: media/discuss05.png
-    :align: center
-
-Marking an item with a check sets the message to **read** and removes it
-from your inbox. If you would like to save an item for future reference
-or action, mark it with a star to add it to the **Starred** box. You can
-star any message or notification in Discuss or any of the item-specific
-chatters throughout Odoo to keep tabs on it here.
-
-Sending Emails
-==============
-
-You can **send emails** from the inbox of Odoo Discuss. In addition
-to the usual email features, you can select a template that you have
-already created, or create one on the fly and save it for later use.
-

discuss/overview.rst

@@ -1,10 +1,15 @@
-:banner: banners/discuss.jpg
+=======================
+Why to use Odoo Discuss
+=======================
 
-========
+Odoo Discuss is an easy to use messaging app for teams that brings all
-Overview
+your organization's communication into one place and seamlessly
-========
+integrates with the Odoo platform. Discuss lets you send and receive
+messages from wherever you are in Odoo as well as manage your messages
+and notifications easily from within the app. Discuss allows you to
+create **channels** for team chats, conversations about projects,
+meeting coordination, and more in one simple and searchable
+interface.
 
-.. toctree::
+.. image:: media/discuss01.png
-   :titlesonly:
+    :align: center
-
-   overview/overview

discuss/overview/overview.rst

@@ -1,15 +0,0 @@
-========
-Overview
-========
-
-Odoo Discuss is an easy to use messaging app for teams that brings all
-your organization's communication into one place and seamlessly
-integrates with the Odoo platform. Discuss lets you send and receive
-messages from wherever you are in Odoo as well as manage your messages
-and notifications easily from within the app. Discuss allows you to
-create **channels** for team chats, conversations about projects,
-meeting coordination, and more in one simple and searchable
-interface.
-
-.. image:: media/discuss01.png
-    :align: center

discuss/team_communication.rst

@@ -1,10 +1,82 @@
-:banner: banners/discuss.jpg
+=====================================================
+How to efficiently communicate in team using channels
+=====================================================
 
-=============
+You can use **channels** to organize discussions between individual
-Communication
+teams, departments, projects, or any other group that requires regular
-=============
+communication. By having conversations that everyone in the channel can
+see, it's easy to keep the whole team in the loop with the latest
+developments.
 
-.. toctree::
+Creating a channel
-   :titlesonly:
+==================
 
-   team_communication/team_communication
+In Discuss there are two types of channels - **public** and
+**private**.
+
+A **public channel** can only be created by an administrator with
+write privileges and can be seen by everyone in the organization. By
+contrast, a **private channel** can be created by any user and by
+default is only visible to users who have been invited to this
+channel.
+
+.. note::
+    A public channel is best used when many employees need to
+    access information (such as interdepartmental communication or
+    company announcements), whereas a private channel should be used
+    whenever information should be limited to specific users/employees
+    (such as department specific or sensitive information).
+
+Configuring a channel
+=====================
+
+You can configure a channel's name, description, access rights,
+automatic subscription, and emailing from
+:menuselection:`#channel-name --> Settings`. 
+Changing channel access rights allows
+you to control which groups can view each channel. You can make a
+channel visible by all users, invited users, or users within a
+selected user group. Note that allowing "Everyone" to follow a
+private channel will let other users view and join it as they would
+a public channel.
+
+.. image:: media/discuss02.png
+    :align: center
+
+How to set up a mailing list
+============================
+
+A channel can be configured to behave as a mailing list. From within
+:menuselection:`#channel-name --> Settings`, define the email you would like to use.
+Users can then post to the channel and choose to receive
+notifications using the defined email address. An envelope icon will
+appear next to the channel name in the list to indicate that a
+channel will send messages by email.
+
+Locating a channel
+==================
+
+If you do not see a channel on your dashboard, you can search the
+list of **public channels** to locate the correct channel or create
+a new channel by clicking the plus icon.
+
+.. image:: media/discuss03.png
+    :align: center
+
+You can also click the **CHANNELS** heading to browse a list of all
+public channels. This allows the user to manually **join** and
+**leave** public channels from a single screen.
+
+.. note::
+    It is always wise to search for a channel before creating a new
+    one to ensure that duplicate entries are not created for the same topic.
+
+
+Using filters to navigate within Discuss
+========================================
+
+The topbar search provides access to the same comprehensive search
+function present in the rest of Odoo. You can apply multiple **filter
+criteria** and **save filters** for later use. The search function
+accepts wildcards by using the underscore character "\ **\_**\ " to
+represent a **single character wildcard.**

discuss/team_communication/team_communication.rst

@@ -1,82 +0,0 @@
-===========================================
-Communicating with Your Team Using Channels
-===========================================
-
-You can use **channels** to organize discussions between individual
-teams, departments, projects, or any other group that requires regular
-communication. By having conversations that everyone in the channel can
-see, it's easy to keep the whole team in the loop with the latest
-developments.
-
-Creating a Channel
-==================
-
-In Discuss there are two types of channels - **public** and
-**private**.
-
-A **public channel** can only be created by an administrator with
-write privileges and can be seen by everyone in the organization. By
-contrast, a **private channel** can be created by any user and by
-default is only visible to users who have been invited to this
-channel.
-
-.. note::
-    A public channel is best used when many employees need to
-    access information (such as interdepartmental communication or
-    company announcements), whereas a private channel should be used
-    whenever information should be limited to specific users/employees
-    (such as department specific or sensitive information).
-
-Configuring a Channel
-=====================
-
-You can configure a channel's name, description, access rights,
-automatic subscription, and emailing from
-:menuselection:`#channel-name --> Settings`. 
-Changing channel access rights allows
-you to control which groups can view each channel. You can make a
-channel visible by all users, invited users, or users within a
-selected user group. Note that allowing "Everyone" to follow a
-private channel will let other users view and join it as they would
-a public channel.
-
-.. image:: media/discuss02.png
-    :align: center
-
-How To Set Up a Mailing List
-============================
-
-A channel can be configured to behave as a mailing list. From within
-:menuselection:`#channel-name --> Settings`, define the email you would like to use.
-Users can then post to the channel and choose to receive
-notifications using the defined email address. An envelope icon will
-appear next to the channel name in the list to indicate that a
-channel will send messages by email.
-
-Locating a Channel
-==================
-
-If you do not see a channel on your dashboard, you can search the
-list of **public channels** to locate the correct channel or create
-a new channel by clicking the plus icon.
-
-.. image:: media/discuss03.png
-    :align: center
-
-You can also click the **CHANNELS** heading to browse a list of all
-public channels. This allows the user to manually **join** and
-**leave** public channels from a single screen.
-
-.. note::
-    It is always wise to search for a channel before creating a new
-    one to ensure that duplicate entries are not created for the same topic.
-
-
-Using Filters to Navigate within Discuss
-========================================
-
-The topbar search provides access to the same comprehensive search
-function present in the rest of Odoo. You can apply multiple **filter
-criteria** and **save filters** for later use. The search function
-accepts wildcards by using the underscore character "\ **\_**\ " to
-represent a **single character wildcard.**

discuss/tracking.rst

@@ -1,10 +1,45 @@
-:banner: banners/discuss.jpg
+======================================================================
+How to follow a discussion thread and define what I want to hear about
+======================================================================
 
-========
+How to follow a discussion thread
-Tracking
+=================================
-========
+You can keep track of virtually any business object in Odoo
+(an opportunity, a quotation, a task, etc.), by **following** it. 
 
-.. toctree::
+.. image:: media/discuss07.png
-   :titlesonly:
+    :align: center
 
-   tracking/tracking
+How to choose the events to follow
+==================================
+You can choose which types of events you want to be notified about.
+The example below shows the options available when
+following a **task** in the **Project** app.
+
+.. image:: media/discuss08.png
+    :align: center
+
+How to add other followers
+==========================
+You can invite other users and add channels as followers. Adding a
+channel as a follower will send messages posted in the chatter to the
+channel with a link back to the original document.
+
+.. image:: media/discuss09.png
+    :align: center
+.. image:: media/discuss10.png
+    :align: center
+
+How to be a default follower
+============================
+You are automatically set as a default follower of any item
+you create. In some applications like CRM and Project, you can 
+be a default follower of any new record created to get notified
+of specific events (e.g. a new task created, an opportunity won). 
+
+To do so, start following the parent business object
+(e.g. the sales channel in CRM, the project in Project). 
+Then, choose the events you want to hear about.
+
+.. image:: media/sales_channel_follow.png
+    :align: center

discuss/tracking/tracking.rst

@@ -1,26 +0,0 @@
-======================================================
-Tracking Important Topics, Projects, and Conversations
-======================================================
-
-You can keep track of virtually any object in Odoo, such as a Task or
-Quotation, by **following** it. An item can be followed from the item
-view, just above the chatter.
-
-.. image:: media/discuss07.png
-    :align: center
-
-You can choose which types of events to follow, with the depending on
-the type of item. The example below shows the options available when
-following a **task** in the **Projects** **Module**.
-
-.. image:: media/discuss08.png
-    :align: center
-
-You can invite other users and add channels as followers. Adding a
-channel as a follower will send messages posted in the chatter to the
-channel with a link back to the original document.
-
-.. image:: media/discuss09.png
-    :align: center
-.. image:: media/discuss10.png
-    :align: center