[IMP] productivity: calendar add troubleshooting

closes odoo/documentation#8769

X-original-commit: 856836af1d
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
This commit is contained in:
tiku-odoo 2024-04-09 12:31:09 -04:00
parent 03873b6b34
commit c2caa3cc34
6 changed files with 103 additions and 12 deletions

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@ -61,8 +61,8 @@ Now that the API project has been created, OAuth should be configured. To do tha
require an approval, or for *Scopes* to be added on. However, using a *Google WorkSpace* account
allows for **Internal** User Type to be used.
Note, as well, that while the API connection is in the *External* testing mode, then no approval is
necessary from Google. User limits in this testing mode is set to 100 users.
Note, as well, that while the API connection is in the *External* testing mode, then no approval
is necessary from Google. User limits in this testing mode is set to 100 users.
In the second step, :guilabel:`OAuth Consent Screen`, type `Odoo` in the :guilabel:`App name` field,
select the email address for the :guilabel:`User support email` field, and type the email address
@ -90,10 +90,10 @@ a guide to create credentials.
Under :menuselection:`Create OAuth Client ID`, select :guilabel:`Website application` for the
:guilabel:`Application Type` field, and type `My Odoo Database` for the :guilabel:`Name`.
- Under the :guilabel:`Authorized JavaScript Origins` section, click :guilabel:`+ Add URI` and
type the company's Odoo full :abbr:`URL (Uniform Resource Locator)` address.
- Under the :guilabel:`Authorized redirect URIs` section, click :guilabel:`+ Add URI` and type
the company's Odoo :abbr:`URL (Uniform Resource Locator)` address followed by
- Under the :guilabel:`Authorized JavaScript Origins` section, click :guilabel:`+ Add URI` and type
the company's Odoo full :abbr:`URL (Uniform Resource Locator)` address.
- Under the :guilabel:`Authorized redirect URIs` section, click :guilabel:`+ Add URI` and type the
company's Odoo :abbr:`URL (Uniform Resource Locator)` address followed by
`/google_account/authentication`. Finally, click :guilabel:`Create`.
.. image:: google/uri.png
@ -153,3 +153,47 @@ Now, Odoo Calendar is successfully synced with Google Calendar!
Events can be created in Google Calendar without sending a notification by selecting
:guilabel:`Don't Send` when prompted to send invitation emails.
Troubleshoot sync
=================
There may be times when the *Google Calendar* account does not sync correctly with Odoo. Sync issues
can be seen in the database logs.
In these cases, the account needs troubleshooting. A reset can be performed using the
:guilabel:`Reset Account` button, which can be accessed by navigating to :menuselection:`Settings
app --> Manage Users`. Then, select the user to modify the calendar, and click the
:guilabel:`Calendar` tab.
.. image:: google/google-reset.png
:align: center
:alt: Reset buttons highlighted on the calendar tab of the user.
Next, click :guilabel:`Reset Account` under the correct calendar.
Reset options
-------------
The following reset options are available for troubleshooting Google calendar sync with Odoo:
.. image:: google/reset-calendar.png
:align: center
:alt: Google calendar reset options in Odoo.
:guilabel:`User's Existing Events`:
- :guilabel:`Leave them untouched`: no changes to the events.
- :guilabel:`Delete from the current Google Calendar account`: delete the events from *Google
Calendar*.
- :guilabel:`Delete from Odoo`: delete the events from the Odoo calendar.
- :guilabel:`Delete from both`: delete the events from both *Google Calendar* and Odoo calendar.
:guilabel:`Next Synchronization`:
- :guilabel:`Synchronize only new events`: sync new events on *Google Calendar* and/or Odoo
calendar.
- :guilabel:`Synchronize all existing events`: sync all events on *Google Calendar* and/or Odoo
calendar.
Click :guilabel:`Confirm` after making the selection to modify the user's events and the calendar
synchronization.

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@ -116,8 +116,8 @@ Sync Odoo Calendar and Outlook
------------------------------
In the Odoo database, go to the :guilabel:`Calendar` module and click the :guilabel:`Outlook` sync
button. The page will redirect to a Microsoft login page, and the user is asked to log in to
their account, if they are not already, and grant the required permissions.
button. The page will redirect to a Microsoft login page, and the user is asked to log in to their
account, if they are not already, and grant the required permissions.
.. image:: outlook/outlook-sync-button.png
:align: center
@ -128,11 +128,58 @@ The synchronization is a two-way process, meaning that events are reconciled in
.. note::
All users that want to use the synchronization simply need to :ref:`sync their calendar with
Outlook <outlook/sync>`. The configuration of Microsoft's Azure account
is only done once, as Microsoft Entra ID tenants' Client IDs and Client Secrets are unique, and
represent an organization that helps the user to manage a specific instance of Microsoft cloud
services for their internal and external users.
Outlook <outlook/sync>`. The configuration of Microsoft's Azure account is only done once, as
Microsoft Entra ID tenants' Client IDs and Client Secrets are unique, and represent an
organization that helps the user to manage a specific instance of Microsoft cloud services for
their internal and external users.
.. seealso::
- :doc:`/applications/general/integrations/mail_plugins/outlook`
- :doc:`google`
Troubleshoot sync
=================
There may be times when the *Microsoft Outlook Calendar* account does not sync correctly with Odoo.
Sync issues can be seen in the database logs.
In these cases, the account needs troubleshooting. A reset can be performed using the
:guilabel:`Reset Account` button, which can be accessed by navigating to :menuselection:`Settings
app --> Manage Users`. Then, select the user to modify the calendar, and click on the
:guilabel:`Calendar` tab.
.. image:: outlook/outlook-reset.png
:align: center
:alt: Reset buttons highlighted on the calendar tab of the user.
Next, click :guilabel:`Reset Account` under the correct calendar.
Reset options
-------------
The following reset options are available for troubleshooting *Microsoft Outlook Calendar* sync with
Odoo:
.. image:: outlook/reset-calendar.png
:align: center
:alt: Outlook calendar reset options in Odoo.
:guilabel:`User's Existing Events`:
- :guilabel:`Leave them untouched`: no changes to the events.
- :guilabel:`Delete from the current Microsoft Calendar account`: delete the events from *Microsoft
Outlook Calendar*.
- :guilabel:`Delete from Odoo`: delete the events from the Odoo calendar.
- :guilabel:`Delete from both`: delete the events from both *Microsoft Outlook Calendar* and Odoo
calendar.
:guilabel:`Next Synchronization`:
- :guilabel:`Synchronize only new events`: sync new events on *Microsoft Outlook Calendar* and/or
Odoo calendar.
- :guilabel:`Synchronize all existing events`: sync all events on *Microsoft Outlook Calendar*
and/or Odoo calendar.
Click :guilabel:`Confirm` after making the selection to modify the user's events and the calendar
synchronization.

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