# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # 敬雲 林 , 2024 # Tiffany Chang, 2025 # Tony Ng, 2025 # Wil Odoo, 2025 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2025-02-20 16:01+0000\n" "PO-Revision-Date: 2024-10-08 06:34+0000\n" "Last-Translator: Wil Odoo, 2025\n" "Language-Team: Chinese (Taiwan) (https://app.transifex.com/odoo/teams/41243/zh_TW/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: zh_TW\n" "Plural-Forms: nplurals=1; plural=0;\n" #: ../../content/applications/general.rst:3 msgid "General settings" msgstr "" #: ../../content/applications/general/apps_modules.rst:3 msgid "Apps and modules" msgstr "" #: ../../content/applications/general/apps_modules.rst:5 msgid "" "You can :ref:`install `, :ref:`upgrade ` " "and :ref:`uninstall ` all apps and modules from the " ":menuselection:`Apps` dashboard." msgstr "" #: ../../content/applications/general/apps_modules.rst:8 msgid "" "By default, an *Apps* filter is applied. If you want to search for modules, " "click on *Filters* and select *Extra*." msgstr "" #: ../../content/applications/general/apps_modules.rst-1 msgid "Add \"Extra\" filter in Odoo Apps" msgstr "" #: ../../content/applications/general/apps_modules.rst:16 msgid "" "Odoo is *not a smartphone*, and its apps shouldn't be installed or " "uninstalled carelessly. Apply caution when adding or removing apps and " "modules on your database since this may impact your subscription costs." msgstr "" #: ../../content/applications/general/apps_modules.rst:0 msgid "**Installing or uninstalling apps and managing users is up to you.**" msgstr "" #: ../../content/applications/general/apps_modules.rst:0 msgid "" "As the administrator of your database, you are responsible for its usage, as" " you know best how your organization works." msgstr "" #: ../../content/applications/general/apps_modules.rst:0 msgid "**Odoo apps have dependencies.**" msgstr "" #: ../../content/applications/general/apps_modules.rst:0 msgid "" "Installing some apps and features with dependencies may also install " "additional apps and modules that are technically required, even if you won't" " actively use them." msgstr "" #: ../../content/applications/general/apps_modules.rst:0 msgid "**Test app installation/removal on a duplicate of your database.**" msgstr "" #: ../../content/applications/general/apps_modules.rst:0 msgid "" "This way, you can know what app dependencies may be required or what data " "may be erased." msgstr "" #: ../../content/applications/general/apps_modules.rst:32 msgid "Install apps and modules" msgstr "" #: ../../content/applications/general/apps_modules.rst:34 msgid "" "Go to :menuselection:`Apps`, and click on the *Install* button of the app " "you want to install." msgstr "" #: ../../content/applications/general/apps_modules.rst:37 msgid "" "If the module you are looking for is not listed, you can **update the app " "list**." msgstr "" #: ../../content/applications/general/apps_modules.rst:39 msgid "" "To do so, activate the :ref:`developer mode `, then go to " ":menuselection:`Apps --> Update Apps List` and click on *Update*." msgstr "" #: ../../content/applications/general/apps_modules.rst:45 msgid "Upgrade apps and modules" msgstr "" #: ../../content/applications/general/apps_modules.rst:47 msgid "" "On some occasions, new improvements or app features are added to " ":doc:`supported versions of Odoo `. To " "be able to use them, you must **upgrade** your app." msgstr "" #: ../../content/applications/general/apps_modules.rst:50 msgid "" "Go to :menuselection:`Apps`, click on the *dropdown menu* of the app you " "want to upgrade, then on *Upgrade*." msgstr "" #: ../../content/applications/general/apps_modules.rst:56 msgid "Uninstall apps and modules" msgstr "" #: ../../content/applications/general/apps_modules.rst:58 msgid "" "Go to :menuselection:`Apps`, click on the *dropdown menu* of the app you " "want to uninstall, then on *Uninstall*." msgstr "" #: ../../content/applications/general/apps_modules.rst:64 msgid "" "Some apps have dependencies, meaning that one app requires another. " "Therefore, uninstalling one app may uninstall multiple apps and modules. " "Odoo warns you which dependent apps and modules are affected by it." msgstr "" #: ../../content/applications/general/apps_modules.rst:71 msgid "To complete the uninstallation, click on *Confirm*." msgstr "" #: ../../content/applications/general/apps_modules.rst:74 msgid "" "Uninstalling an app also uninstalls all its dependencies and permanently " "erases their data." msgstr "" #: ../../content/applications/general/companies.rst:5 msgid "Companies" msgstr "公司" #: ../../content/applications/general/companies.rst:7 msgid "" "A centralized management environment allows an administrator to select " "multiple companies simultaneously, and set their specific warehouses, " "customers, equipment, and contacts. It provides the ability to generate " "reports of aggregated figures without switching interfaces, which " "facilitates daily tasks, and enhances the overall management process." msgstr "" #: ../../content/applications/general/companies.rst:13 msgid "" "Utilizing a multi-company environment in an Odoo database warrants a " "subscription change from *Standard* (or *One App Free*) to a *Custom* plan. " "Should the administrator not migrate the subscription to a *Custom* plan " "after adding another company, the database risks being deactivated. For more" " information, consult the `Odoo Pricing page `_." msgstr "" #: ../../content/applications/general/companies.rst:19 msgid "" "If the customer is on the *Standard* plan, and adds multi-company " "functionality to the database, it triggers an upsell for the *Custom* plan." msgstr "" #: ../../content/applications/general/companies.rst:22 msgid "" "If they are on a *Yearly* or *Multi-year* contract, this creates an upsell " "order, with a 30-day limit (risking deactivation). If multi-company " "functionality is fully removed within that time period, the next time the " "database pings, the upsell order and limit are removed automatically." msgstr "" #: ../../content/applications/general/companies.rst:26 msgid "" "If the customer is on a *Monthly* contract, once the next bill is created, " "and multi-company functionality is still detected while they are on a " "*Standard* plan, they are automatically switched, and billed on the *Custom*" " plan." msgstr "" #: ../../content/applications/general/companies.rst:30 msgid "" "Should the customer want to go back to *Standard*, the Customer Success Team" " **must** be contacted." msgstr "" #: ../../content/applications/general/companies.rst:33 msgid "" "To create a new company, navigate to :menuselection:`Settings app --> " "Companies section`, and click :guilabel:`Manage Companies`. Then, click " ":guilabel:`New` to create a new company." msgstr "" #: ../../content/applications/general/companies.rst:36 msgid "Proceed to fill out the new company form that appears." msgstr "" #: ../../content/applications/general/companies.rst:39 msgid "" "To archive a company, navigate to :menuselection:`Settings app --> Companies" " section --> Manage Companies`. Then, tick the checkbox to the left of the " "company to be archived. If the :guilabel:`Companies` page is not in list " "view, click the :guilabel:`≣ (four bars)` icon, located in the top-right " "corner of the page." msgstr "" #: ../../content/applications/general/companies.rst:44 msgid "" "After selecting the appropriate company, click the :guilabel:`⚙️ Actions` " "icon, and select :guilabel:`Archive` from the resulting drop-down menu." msgstr "" #: ../../content/applications/general/companies.rst:47 msgid "" "To ensure all records related to the archived company are archived, contact " "Odoo's `Support Team `_." msgstr "" #: ../../content/applications/general/companies.rst:50 msgid "" "Should a record not be archived, there is a risk of reactivating the " "archived company, and creating the upsell again." msgstr "" #: ../../content/applications/general/companies.rst:56 msgid "Manage companies and records" msgstr "" #: ../../content/applications/general/companies.rst:58 msgid "" "Go to :menuselection:`Settings app --> Companies section --> Manage " "Companies`. Then, either click :guilabel:`New`, and fill in the form with " "the company's information, or select a pre-existing company to edit it." msgstr "" #: ../../content/applications/general/companies.rst-1 msgid "Overview of a new company's form in Odoo." msgstr "" #: ../../content/applications/general/companies.rst:67 msgid "" "Activate the :ref:`developer mode ` to set social media " "accounts and company-specific email parameters. See this documentation on " ":doc:`../marketing/social_marketing` and :doc:`email_communication`." msgstr "" #: ../../content/applications/general/companies.rst:71 msgid "" "Companies also have a :guilabel:`Parent Company` set on the company form in " ":ref:`developer mode `." msgstr "" #: ../../content/applications/general/companies.rst:75 msgid "Switch between companies" msgstr "" #: ../../content/applications/general/companies.rst:77 msgid "" "Switch between (or select) multiple companies, by clicking on the company " "name, located in the far-right corner of the header menu, anywhere " "throughout the database. Tick the checkboxes next to the desired company " "name(s) to activate them. The highlighted company represents the current " "environment that is in use. To switch environments, click on the desired " "company name." msgstr "" #: ../../content/applications/general/companies.rst:83 msgid "" "In the example below, the user has access to eight companies, two are " "activated, and the environment the database is in belongs to: *My Company " "(San Francisco)*." msgstr "" #: ../../content/applications/general/companies.rst:0 msgid "View of the companies menu through the main dashboard in Odoo." msgstr "" #: ../../content/applications/general/companies.rst:91 msgid "Share records" msgstr "" #: ../../content/applications/general/companies.rst:93 msgid "" "Data (such as, products, contacts, and equipment) can be shared, or set to " "be shown for a specific company only. To do so, on their forms, choose " "between:" msgstr "" #: ../../content/applications/general/companies.rst:96 msgid "*A blank field*: the record is shared within all companies." msgstr "" #: ../../content/applications/general/companies.rst:97 msgid "" "*Adding a company*: the record is visible to users logged in to that " "specific company." msgstr "" #: ../../content/applications/general/companies.rst-1 msgid "View of a product's form emphasizing the company field in Odoo Sales." msgstr "" #: ../../content/applications/general/companies.rst:103 msgid "" "When an environment is selected from the top menu, along with an additional " "company, records are shared between the two companies." msgstr "" #: ../../content/applications/general/companies.rst:107 msgid "Branches" msgstr "分公司" #: ../../content/applications/general/companies.rst:109 msgid "" "Branches are available to add to a company. Branches can be added by " "navigating to :menuselection:`Settings app --> Companies section --> Manage " "Companies`. Then, select the desired company from the list. From the company" " detail form, open the :guilabel:`Branches` tab. To add a branch, click " ":guilabel:`Add a line`, and fill out the :guilabel:`Create Branches` pop-up " "form that appears." msgstr "" #: ../../content/applications/general/companies.rst-1 msgid "Add a branch to a company with branches and add a line highlighted." msgstr "" #: ../../content/applications/general/companies.rst:120 msgid "" "Activate the :ref:`developer mode ` to set social media " "accounts and company-specific email system parameters. See this " "documentation on :doc:`../marketing/social_marketing` and " ":doc:`email_communication`." msgstr "" #: ../../content/applications/general/companies.rst:124 msgid "" "Branches also have a :guilabel:`Parent Company` set on the branch form in " ":ref:`developer mode `. Accounting and fiscal localizations " "for the branch are set on the :guilabel:`Parent Company`. To do so, select " "the company from the *company selector* in the top menu, and go to " ":menuselection:`Settings app --> Accounting --> Fiscal Localization`." msgstr "" #: ../../content/applications/general/companies.rst:130 msgid "" "If the database is on the standard *Paid* pricing plan, adding a branch to a" " company triggers an upsell. Since adding one or more branches turns the " "database into a multi-company setup, it will need to switch to the *Custom* " "pricing plan. This does not affect databases on the *One-app free* plan." msgstr "" #: ../../content/applications/general/companies.rst:135 msgid "" "For more information on pricing, see `Odoo's pricing " "`_ page." msgstr "" #: ../../content/applications/general/companies.rst:140 msgid "Employee access" msgstr "" #: ../../content/applications/general/companies.rst:142 msgid "" "Once companies are created, manage the employees' :doc:`Access Rights " "` for *Multi Companies*." msgstr "" #: ../../content/applications/general/companies.rst:145 msgid "" "To access the *Access Rights*, navigate to :menuselection:`Settings app --> " "Users section --> Manage Users`." msgstr "" #: ../../content/applications/general/companies.rst:148 msgid "" "From the :guilabel:`Users` page, select a user from the list to modify. " "Then, either change the fields for :guilabel:`Allowed Companies` or " ":guilabel:`Default Company`." msgstr "" #: ../../content/applications/general/companies.rst:151 msgid "" "Multiple companies can be set for :guilabel:`Allowed Companies`, and *only " "one* can be set as the :guilabel:`Default Company`." msgstr "" #: ../../content/applications/general/companies.rst-1 msgid "" "View of an user form emphasizing the multi companies field under the access rights tabs\n" "in Odoo." msgstr "" #: ../../content/applications/general/companies.rst:159 msgid "" "If an administrator has multiple companies activated on the database, and is" " editing a record, the editing occurs on the record's related company." msgstr "" #: ../../content/applications/general/companies.rst:163 msgid "" "If editing a sale order issued under `JS Store US`, while working on the `JS" " Store Belgium` environment, the changes are applied under `JS Store US` " "(the company from which the sale order was issued)." msgstr "" #: ../../content/applications/general/companies.rst:167 msgid "When creating a record, the company taken into account is:" msgstr "" #: ../../content/applications/general/companies.rst:169 msgid "" "The current company selected in the company selector, in the upper-right " "hand of the screen (the one that is highlighted/active)" msgstr "" #: ../../content/applications/general/companies.rst:172 #: ../../content/applications/general/companies.rst:176 msgid "**OR**" msgstr "" #: ../../content/applications/general/companies.rst:174 msgid "" "No company is set (because none is set on the product and contact forms, for" " example)" msgstr "" #: ../../content/applications/general/companies.rst:178 msgid "" "The company set is the company linked to the document (the same as if a " "record is being edited)" msgstr "" #: ../../content/applications/general/companies.rst:181 msgid "Document format" msgstr "" #: ../../content/applications/general/companies.rst:183 msgid "" "To set document formats according to each company, *activate* and *select* " "the respective company, and, under the :menuselection:`Settings app --> " "Companies section`, click on :guilabel:`Configure Document Layout` and edit " "the information as needed." msgstr "" #: ../../content/applications/general/companies.rst-1 msgid "" "View of the settings page emphasizing the document layout field in Odoo." msgstr "" #: ../../content/applications/general/companies.rst:191 msgid "" ":guilabel:`Company Details` can be edited on the document layout. By " "default, this field is populated from the company information listed, when " "navigating here: :menuselection:`Settings app --> Companies section --> " "Manage Companies`, and select a company from the list." msgstr "" #: ../../content/applications/general/companies.rst:198 #: ../../content/applications/general/multi_company.rst:79 msgid "Inter-company transactions" msgstr "" #: ../../content/applications/general/companies.rst:200 msgid "" "First, activate the :ref:`developer mode `. Then, make sure " "each one of the companies is properly set in relation to:" msgstr "" #: ../../content/applications/general/companies.rst:203 msgid "" ":doc:`Chart of Accounts " "<../finance/accounting/get_started/chart_of_accounts>`" msgstr "" #: ../../content/applications/general/companies.rst:204 msgid ":doc:`Taxes <../finance/accounting/taxes>`" msgstr "" #: ../../content/applications/general/companies.rst:205 msgid ":doc:`Fiscal Positions <../finance/accounting/taxes/fiscal_positions>`" msgstr "" #: ../../content/applications/general/companies.rst:206 msgid ":doc:`Journals <../finance/accounting/bank>`" msgstr "" #: ../../content/applications/general/companies.rst:207 msgid ":doc:`Fiscal Localizations <../finance/fiscal_localizations>`" msgstr "" #: ../../content/applications/general/companies.rst:208 msgid ":doc:`Pricelists <../sales/sales/products_prices/prices/pricing>`" msgstr "" #: ../../content/applications/general/companies.rst:210 msgid "" "Next, navigate to :menuselection:`Settings app --> Companies section --> " "Manage Companies`. Then, select the desired company from the list. On the " "company form, select the :guilabel:`Inter-Company Transactions` tab, on the " "individual company's detail form." msgstr "" #: ../../content/applications/general/companies.rst:214 msgid "" "With the respective company activated and selected, choose one of the " "following :guilabel:`Rule` options:" msgstr "" #: ../../content/applications/general/companies.rst:217 msgid "" ":guilabel:`Do not synchronize`: do not synchronize any inter-company " "transactions." msgstr "" #: ../../content/applications/general/companies.rst:218 msgid "" ":guilabel:`Synchronized invoice/bills`: generates a bill/invoice when a " "company confirms a bill/invoice for the selected company." msgstr "" #: ../../content/applications/general/companies.rst:220 msgid "" ":guilabel:`Synchronize Sales Order`: generates a drafted sales order using " "the selected company warehouse, when a sales order is confirmed for the " "selected company. If, instead of a drafted sales order, it should be " "validated, enable :guilabel:`Automatic Validation`.\\*" msgstr "" #: ../../content/applications/general/companies.rst:223 msgid "" ":guilabel:`Synchronize Purchase Order`: generates a drafted purchase order " "using the selected company warehouse, when a purchase order is confirmed for" " the selected company. If, instead of a drafted purchase order, it should be" " validated, enable :guilabel:`Automatic Validation`.\\*" msgstr "" #: ../../content/applications/general/companies.rst:226 msgid "" ":guilabel:`Synchronize Sales and Purchase Order`: generates a drafted " "purchase/sales order using the selected company warehouse, when a " "sales/purchase order is confirmed for the selected company. If, instead of a" " drafted purchase/sales order, it should be validated, enable " ":guilabel:`Automatic Validation`.\\*" msgstr "" #: ../../content/applications/general/companies.rst:231 msgid "" "\\* The given option needs to be selected, so :guilabel:`Automatic " "Validation` appears in the configuration." msgstr "" #: ../../content/applications/general/companies.rst-1 msgid "" "View of the settings page emphasizing the inter company transaction field in" " Odoo." msgstr "" #: ../../content/applications/general/companies.rst:239 msgid "" "Products **must** be configured as :guilabel:`Can be sold` and shared " "between the companies. See " ":doc:`../inventory_and_mrp/inventory/product_management/configure/type`." msgstr "" #: ../../content/applications/general/companies.rst:243 msgid "" ":guilabel:`Synchronize invoice/bills`: an invoice posted on `JS Store " "Belgium`, for `JS Store US`, automatically creates a vendor bill, and " "generates a drafted purchase/sales order using the selected company " "warehouse, when a sales/purchase order is confirmed for the selected " "company. If, instead of a drafted purchase/sales order, it should be " "validated, enable :guilabel:`Automatic Validation`." msgstr "" #: ../../content/applications/general/companies.rst:249 msgid "" ":guilabel:`Synchronize sales/purchase order`: when a sale order for `JS " "Store US` is confirmed on `JS Store Belgium`, a purchase order on `JS Store " "Belgium` is automatically created (and confirmed, if the " ":guilabel:`Automatic Validation` feature was enabled)." msgstr "" #: ../../content/applications/general/companies.rst:254 msgid "" "Remember to test all workflows as a user *other* than the administrator." msgstr "" #: ../../content/applications/general/companies.rst:257 msgid ":doc:`Multi-company Guidelines <../../developer/howtos/company>`" msgstr "" #: ../../content/applications/general/companies.rst:258 msgid ":doc:`../finance/accounting/get_started/multi_currency`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:3 msgid "Digest emails" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:5 msgid "" "*Digest Emails* are periodic snapshots sent via email to users in an " "organization that include high-level information about how the business is " "performing." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:8 msgid "" "To start sending digest emails, begin by navigating to " ":menuselection:`Settings app --> Statistics section`, activate the " ":guilabel:`Digest Emails` feature, and click :guilabel:`Save`." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst-1 msgid "Digest Emails section inside General Settings." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:15 msgid "A variety of settings can be configured for digest emails, such as:" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:17 msgid "" "Deciding which :abbr:`KPIs (key performance indicators)` are shared in the " "digest emails" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:18 msgid "Determining how often digest emails are sent" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:19 msgid "Choosing who in the organization receives digest emails" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:20 msgid "Creating custom digest email templates" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:21 msgid "" "Adding additional :abbr:`KPIs (key performance indicators)` (*Studio* app " "required)" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:24 msgid "" "By default, the :guilabel:`Digest Email` feature is enabled. :guilabel:`Your" " Odoo Periodic Digest` serves as the primary template, which includes all " ":abbr:`KPI (key performance indicator)` measurements across the Odoo " "database, and is sent daily to administrators." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:29 msgid "" "When creating duplicates of databases that have sending capabilities (not " "testing-mode), the digest emails continue to send from the duplicate " "database, unless deactivated." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:32 msgid "" "To deactivate the digest email, navigate to :menuselection:`Settings --> " "Statistics section`. Then, deactivate the :guilabel:`Digest Emails` feature," " by un-ticking the checkbox, and clicking :guilabel:`Save`. See the section " "on :ref:`digest-emails/deactivate`." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:39 msgid "Customize default digest email" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:41 msgid "" "To customize the default digest email (*Your Odoo Periodic Digest*), go to " ":menuselection:`Settings app --> Statistics section --> Digest Email field`." " Then, select :guilabel:`Your Odoo Periodic Digest`, and click on the " ":guilabel:`↗️ (External link)` icon, next to the drop-down menu selection." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:45 msgid "" "A pop-up window appears, and presents a variety of editable settings, which " "include:" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:47 #: ../../content/applications/general/companies/digest_emails.rst:179 msgid ":guilabel:`Digest Name`: the name of the digest email." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:48 #: ../../content/applications/general/companies/digest_emails.rst:180 msgid "" ":guilabel:`Periodicity`: control how often digest emails are sent " "(:guilabel:`Daily`, :guilabel:`Weekly`, :guilabel:`Monthly`, or " ":guilabel:`Quarterly`)." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:50 #: ../../content/applications/general/companies/digest_emails.rst:182 msgid "" ":guilabel:`Next Send Date`: the date on which the digest email will be sent " "again." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:51 #: ../../content/applications/general/companies/digest_emails.rst:183 msgid "" ":guilabel:`KPIs` tab: check/uncheck each calculated :abbr:`KPI (key " "performance indicator)` that appears in digest emails. A ticked box " "indicates an active :abbr:`KPI (key performance indicator)` in the digest " "email. See the section on :ref:`digest-emails/kpis`." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:54 #: ../../content/applications/general/companies/digest_emails.rst:186 msgid "" ":guilabel:`Recipients` tab: add/remove users who receive the digest emails. " "See the section on :ref:`digest-emails/recipients`." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:58 msgid "" "The :abbr:`KPIs (key performance indicators)` can be customized using Odoo " "*Studio*. Additional costs to the database subscription are incurred should " "*Studio* need to be installed. See this section on :ref:`digest-" "emails/custom-kpi`." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst-1 msgid "Customize default Digest Email settings and custom KPIs." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:69 msgid "Deactivate digest email" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:71 msgid "" "To manually deactivate an individual digest email, first navigate to " ":menuselection:`Settings app --> Statistics section`, and click " ":guilabel:`Configure Digest Emails`. Then, select the desired digest email " "from the list that should be deactivated." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:75 msgid "" "Next, click :guilabel:`DEACTIVATE FOR EVERYONE` to deactivate the digest " "email for everyone, or :guilabel:`UNSUBSCRIBE ME` to remove the logged in " "user from the mailing list. These buttons are located in the top menu, just " "above the :guilabel:`Digest Name`." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:80 msgid "Manually send digest email" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:82 msgid "" "To manually send a digest email, first navigate to :menuselection:`Settings " "app --> Statistics section`, and click :guilabel:`Configure Digest Emails`. " "Then, select the desired digest email, and click :guilabel:`SEND NOW`. This " "button is located in the top menu, just above the :guilabel:`Digest Name`." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:90 msgid "KPIs" msgstr "KPIs" #: ../../content/applications/general/companies/digest_emails.rst:92 msgid "" "Pre-configured :abbr:`KPIs (key performance indicators)` can be added to the" " digest email from the :guilabel:`KPIs` tab of the digest email template " "form." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:95 msgid "" "First, navigate to :menuselection:`Settings app --> Statistics section`, and" " click :guilabel:`Configure Digest Emails`." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:98 msgid "" "Then, select the desired digest email, and open the :guilabel:`KPIs` tab." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:100 msgid "" "To add a :abbr:`KPI (key performance indicator)` to the digest email, tick " "the checkbox next to the desired :abbr:`KPI (key performance indicator)`. " "After all :abbr:`KPIs (key performance indicators)` are added (or " "deselected), click :guilabel:`Save`." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:104 msgid "" "The following :abbr:`KPIs (key performance indicators)` are available in the" " :guilabel:`KPIs` tab on a digest email template form out-of-box in Odoo:" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst-1 msgid "KPIs listed in the out-of-box digest email." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:113 msgid ":guilabel:`General`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:112 msgid ":guilabel:`Connected Users`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:113 msgid ":guilabel:`Messages`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:116 msgid ":guilabel:`Project`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:116 msgid ":guilabel:`Open Tasks`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:119 msgid ":guilabel:`Recruitment`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:119 msgid ":guilabel:`Employees`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:123 msgid ":guilabel:`CRM`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:122 msgid ":guilabel:`New Leads/Opportunities`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:123 msgid ":guilabel:`Opportunities Won`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:127 msgid ":guilabel:`Sales`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:126 msgid ":guilabel:`All Sales`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:127 msgid ":guilabel:`eCommerce Sales`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:130 msgid ":guilabel:`Point of Sale`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:130 msgid ":guilabel:`POS Sales`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:135 msgid ":guilabel:`Live Chat`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:133 msgid ":guilabel:`% of Happiness`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:134 msgid ":guilabel:`Conversations handled`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:135 msgid ":guilabel:`Time to answer (sec)`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:138 msgid ":guilabel:`Helpdesk`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:138 msgid ":guilabel:`Tickets Closed`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:142 msgid ":guilabel:`Invoicing`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:141 msgid ":guilabel:`Revenue`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:142 msgid ":guilabel:`Banks and Cash Moves`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:147 msgid "Recipients" msgstr "接收者" #: ../../content/applications/general/companies/digest_emails.rst:149 msgid "" "Digest email recipients are added from the :guilabel:`Recipients` tab of the" " digest email template form." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:152 msgid "" "To add a recipient, navigate to :menuselection:`Settings app --> Statistics " "section`, and click :guilabel:`Configure Digest Emails`. Then, select the " "desired digest email, and open the :guilabel:`Recipients` tab." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:156 msgid "" "To add a recipient, click :guilabel:`Add a line`, and an :guilabel:`Add " "Recipients` pop-up window appears, with all available users to add as " "recipients." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:159 msgid "" "From the pop-up window, tick the checkbox next to the :guilabel:`Name` of " "the user(s), and click the :guilabel:`Select` button." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:162 msgid "" "To remove a user as a recipient, click the :guilabel:`❌ (remove)` icon to " "the far-right of the user listed in the :guilabel:`Recipients` tab." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:165 msgid "Click :guilabel:`Save` to implement the changes." msgstr "點擊 :guilabel:`保存` 以執行更改。" #: ../../content/applications/general/companies/digest_emails.rst:170 msgid "Create digest emails" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:172 msgid "" "To create a new digest email, navigate to :menuselection:`Settings app --> " "Statistics section`, and click :guilabel:`Configure Digest Emails`. Then, " "click :guilabel:`Create` to create a new digest email." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:176 msgid "" "A separate page, with a blank digest email template appears, and presents a " "variety of editable settings, including:" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:189 msgid "" "From there, give the digest email a :guilabel:`Digest Name`, specify " ":guilabel:`Periodicity`, choose the desired :abbr:`KPIs (key performance " "indicators)`, and add :guilabel:`Recipients`, as needed." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:193 msgid "" "After clicking :guilabel:`Save`, the new custom digest email is available as" " a selection in the :guilabel:`Digest Email` field, located in the " ":menuselection:`Settings app --> Statistics section`." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:199 msgid "Custom KPIs with Odoo Studio" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:201 msgid "" "The :abbr:`KPIs (key performance indicators)` on a digest email template " "form, in the :guilabel:`KPIs` tab, can be customized using Odoo *Studio*." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:205 msgid "" "Additional costs to the database subscription are incurred, should Odoo " "*Studio* need to be installed." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:208 msgid "" "To begin, click the :guilabel:`🛠️ (tools)` icon in the top-right of the " "screen. This is the link to the Odoo *Studio* application." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:211 msgid "" "In order to create additional fields, create two fields on the digest " "object:" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:213 msgid "" "Create a boolean field called `kpi_myfield`, and display it in the " ":guilabel:`KPIs` tab." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:214 msgid "" "Create a computed field called `kpi_myfield_value` that computes the " "customized :abbr:`KPI (key performance indicator)`." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:216 msgid "" "Select the :abbr:`KPIs (key performance indicators)` in the :guilabel:`KPIs`" " tab." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:219 msgid "" "Here is the `source code " "`_ " "for the `digest.py` file, which guides the programmer in the coding of the " "computed field." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:224 msgid "" "Users can also click the :guilabel:`Recipients` tab, and then the vertical " "three-dot :guilabel:`(kebab)` menu to edit this view. Either click " ":guilabel:`EDIT LIST VIEW` or :guilabel:`EDIT FORM VIEW` to modify this tab." msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:229 msgid "Computed values reference table" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:232 msgid "LABEL" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:232 msgid "VALUE" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:234 msgid "Connected Users" msgstr "已連接使用者" #: ../../content/applications/general/companies/digest_emails.rst:234 msgid "`kpi_res_users_connected_value`" msgstr "`kpi_res_users_connected_value`" #: ../../content/applications/general/companies/digest_emails.rst:236 msgid "Messages Sent" msgstr "已傳送訊息" #: ../../content/applications/general/companies/digest_emails.rst:236 msgid "`kpi_mail_message_total_value`" msgstr "`kpi_mail_message_total_value`" #: ../../content/applications/general/companies/digest_emails.rst:238 msgid "New Leads" msgstr "新潛在商機" #: ../../content/applications/general/companies/digest_emails.rst:238 msgid "`kpi_crm_lead_created_value`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:240 msgid "Opportunities Won" msgstr "贏得商機" #: ../../content/applications/general/companies/digest_emails.rst:240 msgid "`kpi_crm_opportunities_won_value`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:242 msgid "Open Tasks" msgstr "生效任務" #: ../../content/applications/general/companies/digest_emails.rst:242 msgid "`kpi_project_task_opened_value`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:244 msgid "Tickets Closed" msgstr "支援請求已關閉" #: ../../content/applications/general/companies/digest_emails.rst:244 msgid "`kpi_helpdesk_tickets_closed_value`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:246 msgid "% of Happiness" msgstr "% 滿意度" #: ../../content/applications/general/companies/digest_emails.rst:246 msgid "`kpi_livechat_rating_value`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:248 msgid "Conversations handled" msgstr "對話已處理" #: ../../content/applications/general/companies/digest_emails.rst:248 msgid "`kpi_livechat_conversations_value`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:250 msgid "Time to answer (sec)" msgstr "回應時間（秒）" #: ../../content/applications/general/companies/digest_emails.rst:250 msgid "`kpi_livechat_response_value`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:252 msgid "All Sales" msgstr "所有銷售" #: ../../content/applications/general/companies/digest_emails.rst:252 msgid "`kpi_all_sale_total_value`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:254 msgid "eCommerce Sales" msgstr "電子商務" #: ../../content/applications/general/companies/digest_emails.rst:254 msgid "`kpi_website_sale_total_value`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:256 msgid "Revenue" msgstr "收入" #: ../../content/applications/general/companies/digest_emails.rst:256 msgid "`kpi_account_total_revenue_value`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:258 msgid "Bank & Cash Moves" msgstr "銀行款項及現金流向" #: ../../content/applications/general/companies/digest_emails.rst:258 msgid "`kpi_account_bank_cash_value`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:260 msgid "POS Sales" msgstr "POS 銷售" #: ../../content/applications/general/companies/digest_emails.rst:260 msgid "`kpi_pos_total_value`" msgstr "" #: ../../content/applications/general/companies/digest_emails.rst:262 msgid "New Employees" msgstr "新員工" #: ../../content/applications/general/companies/digest_emails.rst:262 msgid "`kpi_hr_recruitment_new_colleagues_value`" msgstr "" #: ../../content/applications/general/companies/email_template.rst:3 msgid "Email templates" msgstr "電郵範本" #: ../../content/applications/general/companies/email_template.rst:5 msgid "" "Email templates are saved emails that are used repeatedly to send emails " "from the database. They allow users to send quality communications, without " "having to compose the same text repeatedly." msgstr "" #: ../../content/applications/general/companies/email_template.rst:8 msgid "" "Creating different templates that are tailored to specific situations lets " "users choose the right message for the right audience. This increases the " "quality of the message and the overall engagement rate with the customer." msgstr "" #: ../../content/applications/general/companies/email_template.rst:13 msgid "" "Email templates in Odoo use QWeb or XML, which allows for editing emails in " "their final rendering, making customizations more robust, without having to " "edit any code whatsoever. This means that Odoo can use a Graphical User " "Interface (GUI) to edit emails, which edits the backend code. When the " "received email is read by the end user's program, different formatting and " "graphics will appear in the final form of it." msgstr "" #: ../../content/applications/general/companies/email_template.rst:19 msgid "" "Access email templates in :ref:`developer mode ` by " "navigating to :menuselection:`Settings app --> Technical menu --> Email --> " "Email Templates`." msgstr "" #: ../../content/applications/general/companies/email_template.rst:23 msgid "Editing email templates" msgstr "" #: ../../content/applications/general/companies/email_template.rst:25 msgid "" "The *powerbox* feature can be used when working with email templates. This " "feature provides the ability to directly edit the formatting and text in an " "email template, as well as the ability to add links, buttons, appointment " "options, or images." msgstr "" #: ../../content/applications/general/companies/email_template.rst:29 msgid "" "Additionally, the XML/HTML code of the email template can be edited " "directly, via the :guilabel:`` icon. Dynamic placeholders (referencing " "fields within Odoo) are also available for use in the email template." msgstr "" #: ../../content/applications/general/companies/email_template.rst:34 msgid "Powerbox" msgstr "" #: ../../content/applications/general/companies/email_template.rst:36 msgid "" "The *powerbox* feature is an enriched text editor with various formatting, " "layout, and text options. It can also be used to add XML/HTML features in an" " email template. The powerbox feature is activated by typing a forward slash" " `/` in the body of the email template." msgstr "" #: ../../content/applications/general/companies/email_template.rst:40 msgid "" "When a forward slash `/` is typed in the body of an email template, a drop-" "down menu appears with the following options:" msgstr "" #: ../../content/applications/general/companies/email_template.rst:43 msgid ":guilabel:`Structure`" msgstr "" #: ../../content/applications/general/companies/email_template.rst:45 msgid ":guilabel:`Bulleted list`: Create a simple bulleted list." msgstr "" #: ../../content/applications/general/companies/email_template.rst:46 msgid ":guilabel:`Numbered list`: Create a list with numbering." msgstr "" #: ../../content/applications/general/companies/email_template.rst:47 msgid ":guilabel:`Checklist`: Track tasks with a checklist." msgstr "" #: ../../content/applications/general/companies/email_template.rst:48 msgid ":guilabel:`Table`: Insert a table." msgstr "" #: ../../content/applications/general/companies/email_template.rst:49 msgid ":guilabel:`Separator`: Insert a horizontal rule separator." msgstr "" #: ../../content/applications/general/companies/email_template.rst:50 msgid ":guilabel:`Quote`: Add a blockquote section." msgstr "" #: ../../content/applications/general/companies/email_template.rst:51 msgid ":guilabel:`Code`: Add a code section." msgstr "" #: ../../content/applications/general/companies/email_template.rst:52 msgid ":guilabel:`2 columns`: Convert into two columns." msgstr "" #: ../../content/applications/general/companies/email_template.rst:53 msgid ":guilabel:`3 columns`: Convert into three columns." msgstr "" #: ../../content/applications/general/companies/email_template.rst:54 msgid ":guilabel:`4 columns`: Convert into four columns." msgstr "" #: ../../content/applications/general/companies/email_template.rst:56 msgid ":guilabel:`Format`" msgstr "" #: ../../content/applications/general/companies/email_template.rst:58 msgid ":guilabel:`Heading 1`: Big section heading." msgstr "" #: ../../content/applications/general/companies/email_template.rst:59 msgid ":guilabel:`Heading 2`: Medium section heading." msgstr "" #: ../../content/applications/general/companies/email_template.rst:60 msgid ":guilabel:`Heading 3`: Small section heading." msgstr "" #: ../../content/applications/general/companies/email_template.rst:61 msgid ":guilabel:`Switch direction`: Switch the text's direction." msgstr "" #: ../../content/applications/general/companies/email_template.rst:62 msgid ":guilabel:`Text`: Paragraph block." msgstr "" #: ../../content/applications/general/companies/email_template.rst:64 msgid ":guilabel:`Media`" msgstr "" #: ../../content/applications/general/companies/email_template.rst:66 msgid ":guilabel:`Image`: Insert an image." msgstr "" #: ../../content/applications/general/companies/email_template.rst:67 msgid ":guilabel:`Article`: Link an article." msgstr "" #: ../../content/applications/general/companies/email_template.rst:69 msgid ":guilabel:`Navigation`" msgstr "" #: ../../content/applications/general/companies/email_template.rst:71 msgid ":guilabel:`Link`: Add a link." msgstr "" #: ../../content/applications/general/companies/email_template.rst:72 msgid ":guilabel:`Button`: Add a button." msgstr "" #: ../../content/applications/general/companies/email_template.rst:73 msgid ":guilabel:`Appointment`: Add a specific appointment." msgstr "" #: ../../content/applications/general/companies/email_template.rst:74 msgid ":guilabel:`Calendar`: Schedule an appointment." msgstr "" #: ../../content/applications/general/companies/email_template.rst:76 msgid ":guilabel:`Widgets`" msgstr "" #: ../../content/applications/general/companies/email_template.rst:78 msgid ":guilabel:`3 Stars`: Insert a rating over three stars." msgstr "" #: ../../content/applications/general/companies/email_template.rst:79 msgid ":guilabel:`5 Stars`: Insert a rating over five stars." msgstr "" #: ../../content/applications/general/companies/email_template.rst:81 msgid ":guilabel:`Basic Blocks`" msgstr "" #: ../../content/applications/general/companies/email_template.rst:83 msgid ":guilabel:`Signature`: Insert your signature." msgstr "" #: ../../content/applications/general/companies/email_template.rst:85 msgid ":guilabel:`Marketing Tools`" msgstr "" #: ../../content/applications/general/companies/email_template.rst:87 msgid ":guilabel:`Dynamic Placeholders`: Insert personalized content." msgstr "" #: ../../content/applications/general/companies/email_template.rst:90 msgid "" "To use any of these options, click on the desired feature from the powerbox " "drop-down menu. To format existing text with a text-related option (e.g. " ":guilabel:`Heading 1`, :guilabel:`Switch direction`, etc.), highlight the " "text, then type in the activator key (forward slash) `/`, and select the " "desired option from the drop-down menu." msgstr "" #: ../../content/applications/general/companies/email_template.rst:0 msgid "Powerbox feature in the email template." msgstr "" #: ../../content/applications/general/companies/email_template.rst:100 msgid "" ":ref:`Using dynamic placeholders `" msgstr "" #: ../../content/applications/general/companies/email_template.rst:103 msgid "XML/HTML code editor" msgstr "" #: ../../content/applications/general/companies/email_template.rst:105 msgid "" "To access the XML/HTML editor for an email template, first enter " ":ref:`developer mode `. Then, click the :guilabel:`` icon" " in the upper-right corner of the template, and proceed to edit the " "XML/HTML. To return to the standard text editor, click the :guilabel:`` " "icon again." msgstr "" #: ../../content/applications/general/companies/email_template.rst-1 msgid "HTML editor in the email template." msgstr "" #: ../../content/applications/general/companies/email_template.rst:115 msgid "" "The XML/HTML editor should be accessed with caution as this is the backend " "code of the template. Editing the code can cause the email template to break" " immediately or when upgrading the database." msgstr "" #: ../../content/applications/general/companies/email_template.rst:122 msgid "Dynamic placeholders" msgstr "" #: ../../content/applications/general/companies/email_template.rst:124 msgid "" "*Dynamic placeholders* reference certain fields within the Odoo database to " "produce unique data in the email template." msgstr "" #: ../../content/applications/general/companies/email_template.rst:128 msgid "" "Many companies like to customize their emails with a personalized piece of " "customer information to grab attention. This can be accomplished in Odoo by " "referencing a field within a model by inserting a dynamic placeholder. For " "example, a customer's name can be referenced in the email from the " ":guilabel:`Customer` field on the :guilabel:`Sales Order` model. The dynamic" " placeholder for this field is: `{{ object.partner_id }}`." msgstr "" #: ../../content/applications/general/companies/email_template.rst:134 msgid "" "Dynamic placeholders are encoded to display fields from within the database." " Dynamic placeholders can be used in the :guilabel:`Body` " "(:guilabel:`Content` Tab) of the email template. They can also be used in " "the fields present in the :guilabel:`Email Configuration` tab, the " ":guilabel:`Subject` of the email, and the :guilabel:`Language`." msgstr "" #: ../../content/applications/general/companies/email_template.rst:139 msgid "" "To use the dynamic placeholders in the :guilabel:`Body` of an email open the" " **powerbox** feature by typing in `/` into the body of the email template " "under the :guilabel:`Content` tab. Scroll to the bottom of the options list," " to :guilabel:`Marketing Tools`. Next, select :guilabel:`Dynamic " "Placeholder`. Then select the dynamic placeholder from a list of available " "options and follow the prompts to configure it with the desired " "corresponding Odoo field. Each dynamic placeholder will vary in " "configuration." msgstr "" #: ../../content/applications/general/companies/email_template.rst-1 msgid "Using dynamic placeholders in an email template." msgstr "" #: ../../content/applications/general/companies/email_template.rst:151 msgid "" "Each unique combination of :guilabel:`Fields`, :guilabel:`Sub-models` and " ":guilabel:`Sub-fields` creates a different dynamic placeholder. Imagine it " "as a combination to the field that is being created." msgstr "" #: ../../content/applications/general/companies/email_template.rst:155 msgid "" "To search the available fields, simply type in the front-end name (on user-" "interface) of the field in the search. This will find a result from all of " "the available fields for the model that the email template is created for." msgstr "" #: ../../content/applications/general/companies/email_template.rst:160 msgid "Customizing email templates are out of the scope of Odoo Support." msgstr "" #: ../../content/applications/general/companies/email_template.rst:163 msgid "Rich text editor" msgstr "" #: ../../content/applications/general/companies/email_template.rst:165 msgid "" "A rich text editor toolbar can be accessed by highlighting text in the email" " template. This can be used to change the heading, font size/style, color, " "add a list type, or a link." msgstr "" #: ../../content/applications/general/companies/email_template.rst-1 msgid "Rich text editor in the email template." msgstr "" #: ../../content/applications/general/companies/email_template.rst:173 msgid "Resetting email templates" msgstr "" #: ../../content/applications/general/companies/email_template.rst:175 msgid "" "Should the email template not work because the code has been altered it can " "be reset to restore it back to the out-of-box default template. Simply click" " on the :guilabel:`Reset Template` button in the upper left-hand of the " "screen and the template will be reset." msgstr "" #: ../../content/applications/general/companies/email_template.rst-1 msgid "Resetting the email template." msgstr "" #: ../../content/applications/general/companies/email_template.rst:184 msgid "Default reply on email templates" msgstr "" #: ../../content/applications/general/companies/email_template.rst:186 msgid "" "Under the :guilabel:`Email Configuration` tab on an email template, there is" " a :guilabel:`Reply To` field. In this field, add email addresses to which " "replies are redirected when sending emails en masse using this template." msgstr "" #: ../../content/applications/general/companies/email_template.rst:191 msgid "" "Add multiple email addresses by adding a comma `,` between the addresses or " "dynamic placeholders." msgstr "" #: ../../content/applications/general/companies/email_template.rst-1 msgid "Reply-to field on template." msgstr "" #: ../../content/applications/general/companies/email_template.rst:198 msgid "" "The :guilabel:`Reply To` field is **only** used for mass mailing (sending " "emails in bulk). Bulk emails can be sent in almost every Odoo application " "that has a list view option." msgstr "" #: ../../content/applications/general/companies/email_template.rst:201 msgid "" "To send mass mails, while in :guilabel:`list` view, check the boxes next to " "the desired records where the emails are to be sent, click the " ":guilabel:`Action` button (represented by a :guilabel:`⚙️ (gear)` icon), and" " select the desired email option from the :guilabel:`Action` drop-down menu." " Email options can vary by the particular list view and application." msgstr "" #: ../../content/applications/general/companies/email_template.rst:206 msgid "" "If it is possible to send an email, a mail composer pop-up window appears, " "with values that can be defined and customized. This option will be " "available on the :guilabel:`Action` button on pages where emails can be sent" " in bulk---for example, on the :guilabel:`Customers` page of the CRM app. " "This action occurs throughout the Odoo database." msgstr "" #: ../../content/applications/general/companies/email_template.rst-1 msgid "Email composer in mass mailing mode with reply-to highlighted." msgstr "" #: ../../content/applications/general/companies/email_template.rst:216 msgid "Transactional emails and corresponding URLs" msgstr "" #: ../../content/applications/general/companies/email_template.rst:218 msgid "" "In Odoo, multiple events can trigger the sending of automated emails. These " "emails are known as *transactional emails*, and sometimes contain links " "redirecting to the Odoo database." msgstr "" #: ../../content/applications/general/companies/email_template.rst:221 msgid "" "By default, links generated by the database use the dynamic `web.base.url` " "key defined in the system parameters. For more information about this, see " ":ref:`system parameters `." msgstr "" #: ../../content/applications/general/companies/email_template.rst:225 msgid "" "If the *Website* application is not installed, the `web.base.url` key will " "always be the default parameter used to generate all the links." msgstr "" #: ../../content/applications/general/companies/email_template.rst:229 msgid "" "The `web.base.url` key can only have a single value, meaning that, in a " "multi-website or multi-company database environment, even if there is a " "specific domain name for each website, the links generated to share a " "document (or the links within a transactional email) may remain the same, " "regardless of which website/company is related to the sending of the " "email/document." msgstr "" #: ../../content/applications/general/companies/email_template.rst:235 msgid "" "If the :guilabel:`Value` of the :guilabel:`web.base.url` system parameter is" " equal to `https://www.mycompany.com` and there are two separate companies " "in Odoo with different website URLs: `https://www.mycompany2.com` and " "`https://www.mycompany1.com`, the links created by Odoo to share a document," " or send a transactional email, come from the domain: " "`https://www.mycompany.com`, regardless of which company sends the document " "or email." msgstr "" #: ../../content/applications/general/companies/email_template.rst:241 msgid "" "This is not always the case, as some Odoo applications (*eCommerce*, for " "example) have a link established in the database with the *Website* " "application. In that case, if a specific domain is defined for the website, " "the URL generated in the email template uses the domain defined on the " "corresponding website of the company." msgstr "" #: ../../content/applications/general/companies/email_template.rst:247 msgid "" "When a customer makes a purchase on an Odoo *eCommerce* website, the order " "has an established link with that website. As a result, the links in the " "confirmation email sent to the customer use the domain name for that " "specific website." msgstr "" #: ../../content/applications/general/companies/email_template.rst:252 msgid "" "A document shared using the *Documents* application will **always** use the " "`web.base.url` key, as the document shared is not associated with any " "particular website. This means that the URL will always be the same (the " "`web.base.url` key value), no matter what company it's shared from. This is " "a known limitation." msgstr "" #: ../../content/applications/general/companies/email_template.rst:257 msgid "" "For more information about how to configure domains, check out the " ":doc:`domain name documentation " "`." msgstr "" #: ../../content/applications/general/companies/email_template.rst:261 msgid "Updating translations within email templates" msgstr "" #: ../../content/applications/general/companies/email_template.rst:263 msgid "" "In Odoo, email templates are automatically translated for all users in the " "database for all of the languages installed. Changing the translations " "shouldn't be necessary. However, if for a specific reason, some of the " "translations need to be changed, it can be done." msgstr "" #: ../../content/applications/general/companies/email_template.rst:268 msgid "" "Like any modification in the code, if translation changes are not done " "correctly (for example, modifications leading to bad syntax), it can break " "the template, and as a result, the template will appear blank." msgstr "" #: ../../content/applications/general/companies/email_template.rst:272 msgid "" "In order to edit translations, first enter :ref:`developer mode `. Then, on the email template, click on the :guilabel:`Edit` button, " "and then click on the language button, represented by the initials of the " "language currently being used (e.g. :guilabel:`EN` for English)." msgstr "" #: ../../content/applications/general/companies/email_template.rst-1 msgid "Edit the language of a template." msgstr "" #: ../../content/applications/general/companies/email_template.rst:281 msgid "" "If there aren't multiple languages installed and activated in the database, " "or if the user does not have administration access rights, the language " "button will not appear." msgstr "" #: ../../content/applications/general/companies/email_template.rst:284 msgid "" "A pop-up window with the different languages installed on the database " "appears. From this pop-up, editing of translations is possible. When the " "desired changes have been made, click the :guilabel:`Save` button to save " "the changes." msgstr "" #: ../../content/applications/general/companies/email_template.rst-1 msgid "Translation of the body of the Appointment Booked template." msgstr "" #: ../../content/applications/general/companies/email_template.rst:293 msgid "" "When editing the translations, the default language set in the database " "appears in **bold**." msgstr "" #: ../../content/applications/general/developer_mode.rst:5 msgid "Developer mode (debug mode)" msgstr "" #: ../../content/applications/general/developer_mode.rst:7 msgid "" "The developer mode, also known as debug mode, unlocks access to advanced " ":ref:`tools and settings ` in Odoo." msgstr "" #: ../../content/applications/general/developer_mode.rst:11 msgid "" "Proceed with caution, as some developer tools and technical settings are " "considered advanced and may have associated risks. Only use them if you " "understand the implications and are confident in your actions." msgstr "" #: ../../content/applications/general/developer_mode.rst:16 msgid "" "The developer mode is also available with :ref:`assets " "`, which are used to debug JavaScript " "code, and with :ref:`tests assets `, " "which are used to run test tours." msgstr "" #: ../../content/applications/general/developer_mode.rst:23 msgid "Activation" msgstr "啟用" #: ../../content/applications/general/developer_mode.rst:25 msgid "" "To activate it, open the :guilabel:`Settings` app, scroll down to the " ":guilabel:`Developer Tools` section, and click :guilabel:`Activate the " "developer mode`." msgstr "" #: ../../content/applications/general/developer_mode.rst:28 msgid "" "Once activated, the :guilabel:`Deactivate the developer mode` option becomes" " available." msgstr "" #: ../../content/applications/general/developer_mode.rst-1 msgid "Activating the developer mode in the Settings app" msgstr "" #: ../../content/applications/general/developer_mode.rst:33 msgid "" "To activate the developer mode **from anywhere in the database**, add " "`?debug=1` at the end of the URL (e.g., " "`https://example.odoo.com/odoo?debug=1`). To deactivate it, use `?debug=0` " "instead." msgstr "" #: ../../content/applications/general/developer_mode.rst:36 msgid "" "Use `?debug=assets` to activate the developer mode with assets and " "`?debug=tests` to activate it with tests assets." msgstr "" #: ../../content/applications/general/developer_mode.rst:40 msgid "" "Open the **command palette** by pressing `Ctrl + K` or `Cmd ⌘ + K`, then " "type `debug` to activate the developer mode with assets or deactivate it." msgstr "" #: ../../content/applications/general/developer_mode.rst:43 msgid "Browser extension" msgstr "" #: ../../content/applications/general/developer_mode.rst:45 msgid "" "The `Odoo Debug `_ browser extension " "adds an icon to toggle developer mode on or off from the browser's toolbar. " "It is available on the `Chrome Web Store " "`_ and `Firefox Add-ons " "`_." msgstr "" #: ../../content/applications/general/developer_mode.rst:53 msgid "Developer tools and technical menu" msgstr "" #: ../../content/applications/general/developer_mode.rst:55 msgid "" "Once the developer mode is activated, the developer tools can be accessed by" " clicking the :icon:`fa-bug` :guilabel:`(bug)` icon. The menu contains tools" " useful for understanding or editing technical data, such as a view's field," " filters, or actions. The options available depend on where the menu is " "accessed from." msgstr "" #: ../../content/applications/general/developer_mode.rst-1 msgid "Accessing the developer tools" msgstr "" #: ../../content/applications/general/developer_mode.rst:63 msgid "" "Database administrators can access the technical menu from the " ":guilabel:`Settings` app. It contains advanced database settings, such as " "ones related to the database structure, security, actions, etc." msgstr "" #: ../../content/applications/general/developer_mode.rst-1 msgid "Accessing the technical menu" msgstr "" #: ../../content/applications/general/email_communication.rst:5 msgid "Communication in Odoo by email" msgstr "" #: ../../content/applications/general/email_communication.rst:7 msgid "" "Communication in Odoo related to records such as CRM opportunities, sales " "orders, invoices, ... have a discussion thread called **chatter**, often " "displayed on the right side of the record." msgstr "" #: ../../content/applications/general/email_communication.rst:10 msgid "" "On the chatter, you can send direct emails or Odoo notifications to the " "followers of a document (depending on their notification preferences), log " "internal notes, send WhatsApp messages or SMSes, and schedule activities." msgstr "" #: ../../content/applications/general/email_communication.rst:14 msgid "" "If a follower replies to a message, the reply updates the chatter, and Odoo " "relays it to the followers as a notification. All emails - outgoing and " "incoming - appear in the same chatter." msgstr "" #: ../../content/applications/general/email_communication.rst:20 msgid "Odoo Online and Odoo.sh users" msgstr "" #: ../../content/applications/general/email_communication.rst:22 msgid "" "On Odoo Online and Odoo.sh, outgoing and incoming emails work out of the " "box, **nothing needs to be done**. Everything is already configured on your " "subdomain." msgstr "" #: ../../content/applications/general/email_communication.rst:25 msgid "" "By default, outgoing emails use the following :ref:`notification email " "address ` `notifications@company-" "name.odoo.com`." msgstr "" #: ../../content/applications/general/email_communication.rst:31 msgid "Using another domain" msgstr "" #: ../../content/applications/general/email_communication.rst:33 msgid "" "If you prefer not to have outgoing emails sent from Odoo's subdomain " "`@company-name.odoo.com` but instead :ref:`from your own domain `, **additional configuration will be necessary** on " "the domain and within Odoo. This introduces an extra layer of complexity and" " necessitates technical knowledge (mainly regarding DNS and mail protocols)." msgstr "" #: ../../content/applications/general/email_communication.rst:38 msgid "" "By adding a domain and configuring the administration access rights, you can" " also access the :ref:`new domain alias ` page " "to configure the alias of your companies. If only one domain is configured, " "this domain will be shared by all companies on the database." msgstr "" #: ../../content/applications/general/email_communication.rst:42 msgid "" "If you want to keep using Odoo's mail server, you will have to " ":ref:`configure the SPF and DKIM `." msgstr "" #: ../../content/applications/general/email_communication.rst:45 msgid "" "If :ref:`you want to use your own mail server `, you will have to follow the mail server provider's specific " "documentation." msgstr "" #: ../../content/applications/general/email_communication.rst:48 msgid "" "For incoming emails, after adding your own domain, :ref:`replies from " "customers will come back to your domain `, and " "you will need to use one of the three possible ways to get the emails back " "into Odoo (using either :ref:`incoming mail server `, :ref:`redirection/forwarding ` or :ref:`DNS MX record `). Everything is covered in the :doc:`Manage inbound messages " "documentation `." msgstr "" #: ../../content/applications/general/email_communication.rst:59 msgid "On-premise users" msgstr "" #: ../../content/applications/general/email_communication.rst:61 msgid "" "If you are on-premise, you will have to completely configure your outgoing " "and incoming emails:" msgstr "" #: ../../content/applications/general/email_communication.rst:63 msgid "" "For outgoing emails, you will need :ref:`to use an SMTP server and a custom " "domain `." msgstr "" #: ../../content/applications/general/email_communication.rst:65 msgid "" "For incoming emails, set the frequency at which you fetch new emails low " "enough for responsiveness but high enough in order not to stress your system" " or provider. Due to this reason and the simplicity of this configuration, " "we usually advise on using incoming mail servers. To use an SMTP server, " "check out the :ref:`\"Use a custom domain for inbound messages\" " "documentation `." msgstr "" #: ../../content/applications/general/email_communication.rst:74 msgid "Using a third-party provider's mail server" msgstr "" #: ../../content/applications/general/email_communication.rst:76 msgid "" "Odoo's documentation also covers several popular mail servers. As they " "require specific authorizations and configuration, they add a layer of " "complexity. For this reason, using Odoo's outgoing mail server is " "recommended." msgstr "" #: ../../content/applications/general/email_communication.rst:80 msgid ":doc:`Outlook documentation `" msgstr "" #: ../../content/applications/general/email_communication.rst:81 msgid ":doc:`Gmail documentation `" msgstr "" #: ../../content/applications/general/email_communication.rst:82 msgid ":doc:`Mailjet documentation `" msgstr "" #: ../../content/applications/general/email_communication.rst:85 msgid "" "Every provider has its own limitations. Research the desired provider " "*before* configuring it. For example, Outlook and Gmail might not be " "suitable for large marketing campaigns." msgstr "" #: ../../content/applications/general/email_communication.rst:89 msgid ":doc:`Activities <../essentials/activities>`" msgstr "" #: ../../content/applications/general/email_communication.rst:90 msgid ":doc:`Discuss app <../productivity/discuss>`" msgstr "" #: ../../content/applications/general/email_communication.rst:91 msgid ":doc:`Digest emails `" msgstr "" #: ../../content/applications/general/email_communication.rst:92 msgid ":doc:`Email Marketing app <../marketing/email_marketing>`" msgstr "" #: ../../content/applications/general/email_communication.rst:93 msgid ":doc:`Email templates `" msgstr "" #: ../../content/applications/general/email_communication.rst:94 msgid ":ref:`Expense creation using an email alias `" msgstr "" #: ../../content/applications/general/email_communication.rst:95 msgid "" ":ref:`Helpdesk ticket creation using an email alias " "`" msgstr "" #: ../../content/applications/general/email_communication.rst:96 msgid ":ref:`Lead creation using an email alias `" msgstr "" #: ../../content/applications/general/email_communication.rst:97 msgid "" ":ref:`Project task creation using an email alias " "`" msgstr "" #: ../../content/applications/general/email_communication.rst:98 msgid "" ":doc:`Technical mail getaway for on-premise users " "<../../administration/on_premise/email_gateway>`" msgstr "" #: ../../content/applications/general/email_communication.rst:100 msgid "" ":ref:`Technical start of Odoo database with an outgoing mail server " "configured from the command-line interface " "`" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:3 msgid "Connect Microsoft Outlook 365 to Odoo using Azure OAuth" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:5 msgid "" "Odoo is compatible with Microsoft's Azure OAuth for Microsoft 365. In order " "to send and receive secure emails from a custom domain, all that is required" " is to configure a few settings on the Azure platform and on the back end of" " the Odoo database. This configuration works with either a personal email " "address or an address created by a custom domain." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:11 msgid "" "`Microsoft Learn: Register an application with the Microsoft identity " "platform `_" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:15 msgid ":doc:`/applications/general/users/azure`" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:16 msgid ":doc:`/applications/productivity/calendar/outlook`" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:19 msgid "Setup in Microsoft Azure Portal" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:22 #: ../../content/applications/general/users/azure.rst:40 msgid "Create a new application" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:24 msgid "" "To get started, go to `Microsoft's Azure Portal " "`_. Log in with the :guilabel:`Microsoft Outlook " "Office 365` account if there is one, otherwise log in with the personal " ":guilabel:`Microsoft account`. A user with administrative access to the " "Azure Settings will need to connect and perform the following configuration." " Next, navigate to the section labeled :guilabel:`Manage Microsoft Entra ID`" " (formally *Azure Active Directory*)." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:30 msgid "" "Now, click on :guilabel:`Add (+)`, located in the top menu, and then select " ":guilabel:`App registration`. On the :guilabel:`Register an application` " "screen, rename the :guilabel:`Name` to `Odoo` or something recognizable. " "Under the :guilabel:`Supported account types` section select " ":guilabel:`Accounts in any organizational directory (Any Microsoft Entra ID " "directory - Multitenant) and personal Microsoft accounts (e.g. Skype, " "Xbox)`." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:36 msgid "" "Under the :guilabel:`Redirect URL` section, select :guilabel:`Web` as the " "platform, and then input `https:///microsoft_outlook/confirm` " "in the :guilabel:`URL` field. The `web.base.url` is subject to change " "depending on the URL used to log in to the database." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:41 msgid "" "The documentation about the :ref:`web.base.url ` " "explains how to freeze a unique URL. It is also possible to add different " "redirect URLs on the Microsoft app." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:44 msgid "" "After the URL has been added to the field, :guilabel:`Register` the " "application, so it is created." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:47 msgid "API permissions" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:49 msgid "" "The :guilabel:`API permissions` should be set next. Odoo will need specific " "API permissions to be able to read (IMAP) and send (SMTP) emails in the " "Microsoft 365 setup. First, click the :guilabel:`API permissions` link, " "located in the left menu bar. Next, click on the :guilabel:`(+) Add a " "Permission` button and select :guilabel:`Microsoft Graph` under " ":guilabel:`Commonly Used Microsoft APIs`. After, select the " ":guilabel:`Delegated Permissions` option." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:55 msgid "" "In the search bar, search for the following :guilabel:`Delegated " "permissions` and click :guilabel:`Add permissions` for each one:" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:58 msgid ":guilabel:`SMTP.Send`" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:59 msgid ":guilabel:`IMAP.AccessAsUser.All`" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:62 msgid "The :guilabel:`User.Read` permission will be added by default." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst-1 msgid "" "API permissions needed for Odoo integration are listed under the Microsoft " "Graph." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:69 msgid "Assign users and groups" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:71 msgid "" "After adding the API permissions, navigate back to the :guilabel:`Overview` " "of the :guilabel:`Application` in the top of the left sidebar menu." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:74 msgid "" "Now, add users to this application. Under the :guilabel:`Essentials` " "overview table, click on the link labeled :guilabel:`Managed Application in " "Local Directory`, or the last option on the bottom right-hand side of the " "table." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst-1 msgid "" "Add users/groups by clicking the Managed application in local directory link for the\n" "created application." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:83 msgid "" "In the left sidebar menu, select :guilabel:`Users and Groups`. Next, click " "on :guilabel:`(+) Add User/Group`. Depending on the account, either a " ":guilabel:`Group` and a :guilabel:`User` can be added, or only " ":guilabel:`Users`. Personal accounts will only allow for :guilabel:`Users` " "to be added." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:88 msgid "" "Under :guilabel:`Users` or :guilabel:`Groups`, click on :guilabel:`None " "Selected` and add the users or group of users that will be sending emails " "from the :guilabel:`Microsoft account` in Odoo. :guilabel:`Add` the " "users/groups, click :guilabel:`Select`, and then :guilabel:`Assign` them to " "the application." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:94 #: ../../content/applications/general/integrations/google_translate.rst:59 msgid "Create credentials" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:96 msgid "" "Now that the Microsoft Azure app is set up, credentials need to be created " "for the Odoo setup. These include the :guilabel:`Client ID` and " ":guilabel:`Client Secret`. To start, the :guilabel:`Client ID` can be copied" " from the :guilabel:`Overview` page of the app. The :guilabel:`Client ID` or" " :guilabel:`Application ID` is located under the :guilabel:`Display Name` in" " the :guilabel:`Essentials` overview of the app." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst-1 msgid "Application/Client ID located in the Overview of the app." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:106 msgid "" "Next, the :guilabel:`Client Secret Value` needs to be retrieved. To get this" " value, click on :guilabel:`Certificates & Secrets` in the left sidebar " "menu. Then, a :guilabel:`Client Secret` needs to be produced. In order to do" " this, click on the :guilabel:`(+) New Client Secret` button." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:110 msgid "" "A window on the right will populate with a button labeled :guilabel:`Add a " "client secret`. Under :guilabel:`Description`, type in `Odoo Fetchmail` or " "something recognizable, and then set the :guilabel:`expiration date`." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:115 msgid "" "A new :guilabel:`Client Secret` will need to be produced and configured if " "the first one expires. In this event, there could be an interruption of " "service, so the expiration date should be noted and set to the furthest " "possible date." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:119 msgid "" "Next, click on :guilabel:`Add` when these two values are entered. A " ":guilabel:`Client Secret Value` and :guilabel:`Secret ID` will be created. " "It is important to copy the :guilabel:`Value` or :guilabel:`Client Secret " "Value` into a notepad as it will become encrypted after leaving this page. " "The :guilabel:`Secret ID` is not needed." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst-1 msgid "Client Secret Value or Value in the app's credentials." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:128 msgid "" "After these steps, the following items should be ready to be set up in Odoo:" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:130 msgid "A client ID (:guilabel:`Client ID` or :guilabel:`Application ID`)" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:131 msgid "A client secret (:guilabel:`Value` or :guilabel:`Client Secret Value`)" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:133 msgid "" "This completes the setup on the :guilabel:`Microsoft Azure Portal` side." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:136 #: ../../content/applications/general/email_communication/google_oauth.rst:111 msgid "Setup in Odoo" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:139 msgid "Enter Microsoft Outlook credentials" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:141 msgid "" "First, open the Odoo database and navigate to the :guilabel:`Apps` module. " "Then, remove the :guilabel:`Apps` filter from the search bar and type in " "`Outlook`. After that, install the module called :guilabel:`Microsoft " "Outlook`." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:145 msgid "" "Next, navigate to :menuselection:`Settings --> General Settings`, and under " "the :guilabel:`Discuss` section, ensure that the checkbox for " ":guilabel:`Custom Email Servers` is checked. This populates a new option for" " :guilabel:`Outlook Credentials`." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:149 msgid ":guilabel:`Save` the progress." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:151 msgid "" "Then, copy and paste the :guilabel:`Client ID` (Application ID) and " ":guilabel:`Client Secret (Client Secret Value)` into the respective fields " "and :guilabel:`Save` the settings." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst-1 msgid "Outlook Credentials in Odoo General Settings." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:159 #: ../../content/applications/general/email_communication/google_oauth.rst:127 msgid "Configure outgoing email server" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:161 msgid "" "On the :guilabel:`General Settings` page, under the :guilabel:`Custom Email " "Servers` setting, click the :guilabel:`Outgoing Email Servers` link to " "configure the Microsoft account." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:164 msgid "" "Then, create a new email server and check the box for :guilabel:`Outlook`. " "Next, fill in the :guilabel:`Name` (it can be anything) and the Microsoft " "Outlook email :guilabel:`Username`." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:167 msgid "" "If the :guilabel:`From Filter` field is empty, enter either a :ref:`domain " "or email address `." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:170 msgid "Then, click on :guilabel:`Connect your Outlook account`." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:172 msgid "" "A new window from Microsoft opens to complete the :guilabel:`authorization " "process`. Select the appropriate email address that is being configured in " "Odoo." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst-1 msgid "Permission page to grant access between newly created app and Odoo." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:179 msgid "" "Then, allow Odoo to access the Microsoft account by clicking on " ":guilabel:`Yes`. After this, the page will navigate back to the newly " "configured :guilabel:`Outgoing Mail Server` in Odoo. The configuration " "automatically loads the :guilabel:`token` in Odoo, and a tag stating " ":guilabel:`Outlook Token Valid` appears in green." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst-1 msgid "Valid Outlook Token indicator." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:188 msgid "" "Finally, click :guilabel:`Test Connection`. A confirmation message should " "appear. The Odoo database can now send safe, secure emails through Microsoft" " Outlook using OAuth authentication." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:194 msgid "Configuration with a single outgoing mail server" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:196 msgid "" "Configuring a single outgoing server is the simplest configuration available" " for Microsoft Azure and it doesn't require extensive access rights for the " "users in the database." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:199 msgid "" "A generic email address would be used to send emails for all users within " "the database. For example it could be structured with a `notifications` " "alias (`notifications@example.com`) or `contact` alias " "(`contact@example.com`). This address must be set as the :guilabel:`FROM " "Filtering` on the server. This address must also match the " "`{mail.default.from}@{mail.catchall.domain}` key combination in the system " "parameters." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:206 #: ../../content/applications/general/email_communication/azure_oauth.rst:248 msgid "" "Visit the :ref:`From Filtering documentation ` for more information." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:210 #: ../../content/applications/general/email_communication/azure_oauth.rst:256 msgid "" "The :guilabel:`System Parameters` can be accessed by activating " ":ref:`developer-mode` in the :menuselection:`Settings --> Technical --> " "Parameters --> System Parameters` menu." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:213 msgid "" "When using this configuration, every email that is sent from the database " "will use the address of the configured `notification` mailbox. However it " "should be noted that the name of the sender will appear but their email " "address will change:" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst-1 msgid "Name from real sender with static email." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:222 msgid "Single outgoing mail server configuration:" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:224 msgid "" "Outgoing mail server **username** (login) = `notifications@example.com`" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:225 msgid "" "Outgoing mail server :guilabel:`FROM Filtering` = " "`notifications@example.com`" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:226 #: ../../content/applications/general/email_communication/azure_oauth.rst:281 msgid "`mail.catchall.domain` in system parameters = `example.com`" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:227 #: ../../content/applications/general/email_communication/azure_oauth.rst:282 msgid "`mail.default.from` in system parameters = `notifications`" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:230 msgid "User-specific (multiple user) configuration" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:232 msgid "" "In addition to a generic email server, individual email servers can be set " "up for users in a database. These email addresses must be set as the " ":guilabel:`FROM Filtering` on each individual server for this configuration " "to work." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:236 msgid "" "This configuration is the more difficult of the two Microsoft Azure " "configurations, in that it requires all users configured with email servers " "to have access rights to settings in order to establish a connection to the " "email server." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:241 msgid "Setup" msgstr "設定" #: ../../content/applications/general/email_communication/azure_oauth.rst:243 msgid "" "Each user should have a separate email server set up. The :guilabel:`FROM " "Filtering` should be set so that only the user's email is sent from that " "server. In other words, only a user with an email address that matches the " "set :guilabel:`FROM Filtering` is able to use this server." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:251 msgid "" "A :ref:`fallback server ` must be setup to allow " "for the sending of :guilabel:`notifications`. The :guilabel:`FROM Filtering`" " for this server should have the value of the " "`{mail.default.from}@{mail.catchall.domain}`." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:260 msgid "" "The configuration for this transactional email server can work alongside an " "outgoing mass-mailing email server. The :guilabel:`FROM Filtering` for the " "mass-mailing email server can remain empty, but it's require to be added in " "the settings of the *Email Marketing* application." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:265 msgid "" "For more information on setting the mass-mailing email server visit " ":ref:`email-outbound-custom-domain-smtp-server`." msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:269 msgid "Multiple user outgoing mail server configuration:" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:272 msgid "User #1 mailbox" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:272 msgid "Outgoing mail server #1 **username** (login) = `john@example.com`" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:273 msgid "" "Outgoing mail server #1 :guilabel:`FROM Filtering` = `john@example.com`" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:275 msgid "User #2 mailbox" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:275 msgid "Outgoing mail server #2 **username** (login) = `jane@example.com`" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:276 msgid "" "Outgoing mail server #2 :guilabel:`FROM Filtering` = `jane@example.com`" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:278 msgid "Notifications mailbox" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:278 msgid "" "Outgoing mail server #3 **username** (login) = `notifications@example.com`" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:279 msgid "" "Outgoing mail server #3 :guilabel:`FROM Filtering` = " "`notifications@example.com`" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:281 msgid "System Parameters" msgstr "系統參數" #: ../../content/applications/general/email_communication/azure_oauth.rst:285 msgid "Configure incoming email server" msgstr "" #: ../../content/applications/general/email_communication/azure_oauth.rst:287 msgid "" "The incoming account should be configured in a similar way to the outgoing " "email account. Navigate to the :guilabel:`Incoming Mail Servers` in the " ":guilabel:`Technical Menu` and :guilabel:`Create` a new configuration. Check" " or Select the button next to :guilabel:`Outlook Oauth Authentication` and " "enter the :guilabel:`Microsoft Outlook username`. Click on " ":guilabel:`Connect your Outlook account`. Odoo will state: " ":guilabel:`Outlook Token Valid` Now :guilabel:`Test and Confirm` the " "account. The account should be ready to receive email to the Odoo database." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:3 msgid "Configure DNS records to send emails in Odoo" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:5 msgid "" "This documentation presents three complementary authentication protocols " "(SPF, DKIM, and DMARC) used to prove the legitimacy of an email sender. Not " "complying with these protocols will greatly reduce chances of your emails to" " reach their destination." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:9 msgid "" "**Odoo Online** and **Odoo.sh** databases using the **default Odoo subdomain" " address** (e.g., `\\@company-name.odoo.com`) are pre-configured to **send " "authenticated emails** compliant with the SPF, DKIM, and DMARC protocols." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:13 msgid "" "If choosing to use a **custom domain** instead, **configuring SPF and DKIM " "records correctly is essential** to prevent emails from being quarantined as" " spam or not being delivered to recipients." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:16 msgid "" "If using :ref:`the default Odoo email server to send emails from a custom " "domain `, the SPF and DKIM records" " must be configured as presented below. If using an outgoing email server, " "it is required to use the SPF and DKIM records specific to that email " "service and a custom domain." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:22 msgid "" "Email service providers apply different rules to incoming emails. An email " "may be classified as spam even if it passes the SPF and DKIM checks." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:28 msgid "SPF (Sender Policy Framework)" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:30 msgid "" "The Sender Policy Framework (SPF) protocol allows the owner of a domain name" " to specify which servers are allowed to send emails from that domain. When " "a server receives an incoming email, it checks whether the IP address of the" " sending server is on the list of allowed IPs according to the sender's " ":abbr:`SPF (Sender Policy Framework)` record." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:35 msgid "" "In Odoo, the **SPF test is performed on the bounce address** defined under " "the :guilabel:`Alias Domain` field found under the database's " ":guilabel:`General Settings`. If using a custom domain as :guilabel:`Alias " "Domain`, it is necessary to configure it to be SPF-compliant." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:39 msgid "" "The SPF policy of a domain is set using a TXT record. The way to create or " "modify this record depends on the provider hosting the :abbr:`DNS (Domain " "Name System)` zone of the domain name." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:42 msgid "" "If the domain name does not yet have an SPF record, create one using the " "following input:" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:48 msgid "" "If the domain name **already has an SPF record, the record must be " "updated**. Do not create a new one, as a domain must have only one SPF " "record." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:52 msgid "" "If the TXT record is `v=spf1 include:_spf.google.com ~all`, edit it to add " "`include:_spf.odoo.com`: `v=spf1 include:_spf.odoo.com " "include:_spf.google.com ~all`" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:55 msgid "" "Check the SPF record using a tool like `MXToolbox SPF Record Check " "`_. The process to create or modify an SPF " "record depends on the provider hosting the DNS zone of the domain name. The " ":ref:`most common providers ` and " "their documentation are listed below." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:63 msgid "DKIM (DomainKeys Identified Mail)" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:65 msgid "" "The DomainKeys Identified Mail (DKIM) allows a user to authenticate emails " "with a digital signature." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:67 msgid "" "When sending an email, the Odoo email server includes a unique :abbr:`DKIM " "(DomainKeys Identified Mail)` signature in the headers. The recipient's " "server decrypts this signature using the DKIM record in the database's " "domain name. If the signature and the key contained in the record match, it " "proves the message is authentic and has not been altered during transport." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:72 msgid "" "Enabling DKIM is **required** when sending emails **from a custom domain** " "using the Odoo email server." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:75 msgid "" "To enable DKIM, add a :abbr:`CNAME (Canonical Name)` record to the " ":abbr:`DNS (Domain Name System)` zone of the domain name:" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:83 msgid "" "If the domain name is `company-name.com`, make sure to create a subdomain " "`odoo._domainkey.company-name.com` whose canonical name is " "`odoo._domainkey.odoo.com.`." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:86 msgid "" "The way to create or modify a CNAME record depends on the provider hosting " "the DNS zone of the domain name. The :ref:`most common providers ` and their documentation are listed below." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:90 msgid "" "Check if the DKIM record is valid using a tool like `MXToolbox DKIM Record " "Lookup `_. Enter `example.com:odoo` in the " "DKIM lookup tool, specifying that the selector being tested is `odoo` for " "the custom domain `example.com`." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:97 msgid "DMARC (Domain-based Message Authentication, Reporting and Conformance)" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:99 msgid "" "The :abbr:`DMARC (Domain-based Message Authentication, Reporting, & " "Conformance)` record is a protocol that unifies :abbr:`SPF (Sender Policy " "Framework)` and :abbr:`DKIM (DomainKeys Identified Mail)`. The instructions " "contained in the DMARC record of a domain name tell the destination server " "what to do with an incoming email that fails the SPF and/or DKIM check." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:105 msgid "" "The aim of this documentation is to help **understand the impact DMARC has " "on the deliverability of emails**, rather than give precise instructions for" " creating a DMARC record. Refer to a resource like `DMARC.org " "`_ to set the DMARC record." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:109 msgid "There are three DMARC policies:" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:111 msgid "`p=none`" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:112 msgid "`p=quarantine`" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:113 msgid "`p=reject`" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:115 msgid "" "`p=quarantine` and `p=reject` instruct the server that receives an email to " "quarantine that email or ignore it if the SPF or DKIM check fails." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:119 msgid "" "**For the DMARC to pass, the DKIM or SPF check needs to pass** and the " "domains must be in alignment. If the hosting type is Odoo Online, DKIM " "configuration on the sending domain is required to pass the DMARC." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:123 msgid "" "Passing DMARC generally means that the email will be successfully delivered." " However, it's important to note that **other factors like spam filters can " "still reject or quarantine a message**." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:126 msgid "" "`p=none` is used for the domain owner to receive reports about entities " "using their domain. It should not impact the deliverability." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:130 msgid "" ":literal:`_dmarc IN TXT “v=DMARC1; p=none; " "rua=mailto:postmaster@example.com”` means that aggregate DMARC reports will " "be sent to `postmaster\\@example.com`." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:137 msgid "SPF, DKIM and DMARC documentation of common providers" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:139 msgid "" "`OVH DNS " "`_" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:140 msgid "" "`GoDaddy TXT record `_" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:141 msgid "" "`GoDaddy CNAME record `_" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:142 msgid "" "`NameCheap " "`_" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:143 msgid "" "`CloudFlare DNS `_" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:144 msgid "" "`Squarespace DNS records `_" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:145 msgid "" "`Azure DNS `_" msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:147 msgid "" "To fully test the configuration, use the `Mail-Tester `_ tool, which gives a full overview of the content and " "configuration in one sent email. Mail-Tester can also be used to configure " "records for other, lesser-known providers." msgstr "" #: ../../content/applications/general/email_communication/email_domain.rst:152 msgid "" "`Using Mail-Tester to set SPF Records for specific carriers " "`_" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:3 msgid "Manage inbound messages" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:5 msgid "" "An inbound message is an email delivered to an Odoo database. Anyone can " "send an email to an email alias created in the database or reply to an email" " that was previously sent from the database based on the *reply-to* header." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:12 msgid "Email aliases" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:17 msgid "Model specific aliases" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:19 msgid "" "Some applications have their specific aliases (sales teams, helpdesk teams, " "projects, etc.). These aliases are used to:" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:22 msgid "Create a record when an email is sent directly to the alias," msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:23 msgid "Receive replies to an email initially sent from a record." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst-1 msgid "The local-part \"info\" is used for the alias of the sales team." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:30 msgid "" "In the example displayed above, sending an email to `info@company-" "name.odoo.com` will create a new opportunity or a new lead automatically " "assigned to the corresponding sales team. If an email is sent from the " "chatter of an existing opportunity, the *reply-to* will be `info@company-" "name.odoo.com`. The reply will be posted in the right chatter, according to " "the *message-id* header." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:39 msgid "Catchall" msgstr "Catchall" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:41 msgid "" "If an application does not have an alias, a generic fallback alias is used: " "the catchall. An email sent from a chatter has a reply address set to this " "catchall alias. A reply sent to the catchall is posted to the right chatter " "thanks to the *message-id* header." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:45 msgid "" "By default, the local-part *catchall* will be used. Enable :ref:`developer-" "mode` and go to :menuselection:`Settings --> Technical --> Emails: Alias " "Domains` to access the configuration." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:48 msgid "" "An email to the catchall always needs to be a reply to a previous email sent" " from the database. If an email is sent directly to the catchall, the sender" " will receive the following message:" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst-1 msgid "" "Bounce email from \"MAILER-DEAMON\" explaining how to contact the database." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:55 msgid "" "The email address `info@company-name.com` displayed in the screenshot above " "is the email address set on the company. Upon entering the developer mode on" " a company profile, additional configuration options (such as catchall and " "bounce) become readable. It can be modified by clicking on the internal link" " of the Email Domain. It is generally not recommended to modify these " "options unless specific needs dictate, as it will affect all replies to " "previously sent emails." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:63 msgid "" "An alias can be configured on a sales team in the CRM app. When a customer " "replies to an email coming from the CRM app, the *reply-to* is " "`info@company-name.odoo.com`." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:66 msgid "" "When an email is sent from the Contact app, the reply address is " "`catchall@company-name.odoo.com` because there is no alias on the contact " "model." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:70 msgid "" "It is advised to keep the local-part of the catchall and the bounce " "unchanged. If this value is modified, previous emails sent from the database" " will still have the previous local-part values. This could lead to replies " "not being correctly received in the database." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:77 msgid "Bounce" msgstr "彈跳" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:79 msgid "" "In the same way the catchall alias is used to build the reply address, the " "bounce alias is used to build the *return-path* of the email. The *return-" "path* is used when emails cannot be delivered to the recipient and an error " "is returned to the sender." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:83 msgid "" "By default the name *bounce* will be used. Enable :ref:`developer-mode` and " "go to :menuselection:`Settings --> Technical --> Emails: Alias Domains` to " "access the configuration." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:87 msgid "" "On Odoo Online, when using the default outgoing email server, the return-" "path address is forced to the value `bounce@company-name.odoo.com` " "independently of the value set as bounce alias." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:90 msgid "" "When an error occurs, a notification is received and displayed in a red " "envelope in the chatter. In some cases, the red envelope can just contain a " "`no error` message, meaning there is an error that could not be handled by " "Odoo." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:94 msgid "" "A notification will also be displayed in the Discuss icon on the navigation " "bar." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst-1 msgid "" "An email sent to a contact had an issue and the error is reported on the " "navbar." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:100 msgid "" "If the email address of the recipient is incorrect, by clicking on the red " "envelope in the chatter an error message containing the reason for the " "failure will be given." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:0 msgid "" "An email sent to a wrong domain generates a bounce displayed as a red " "envelope." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:109 msgid "Receive emails with Odoo's default configuration" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:111 msgid "" "On **Odoo Online** and **Odoo.sh**, the email alias, reply, and bounce " "addresses are pre-configured. These addresses use the alias domain " "automatically added to a standard database." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:115 msgid "" "Assuming the database URL is `https://mydatabase.odoo.com`, the alias domain" " `mydatabase.odoo.com` is automatically created. Catchall and bounce can be " "used and their address is respectively `catchall@mydatabase.odoo.com`, and " "`bounce@mydatabase.odoo.com`." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:119 msgid "" "If the CRM app is installed, and a sales team with the alias `info` is " "created, the `info@mydatabase.odoo.com` address can be used immediately. The" " same goes for any other alias created in other applications." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:123 msgid "" "The database domain is ready to be used to receive emails without any " "additional configuration." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:128 msgid "Use multiple Odoo subdomains" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:130 msgid "" "On **Odoo Online**, the only Odoo subdomain is the one defined at the " "database creation." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:132 msgid "" "On **Odoo.sh**, it is possible to use several Odoo subdomains. In the " "settings of the branch, additional Odoo subdomains can be added as long as " "they are not used yet in another branch. These domains must then be added to" " the alias domains to be used by a company." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst-1 msgid "Setting up an Odoo subdomain on a branch." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:142 msgid "Use a custom domain for inbound messages" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:144 msgid "" "The :ref:`alias domain ` must be selected in " "the general settings. If you have multiple companies, each one must be " "configured." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst-1 msgid "The alias domain in the general settings." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:150 msgid "" "All the aliases will use this custom domain. Replies on models for which an " "alias is configured are done to `[alias]@my-custom-domain.com`. Replies to " "other models are sent to the catchall through `catchall@my-custom-" "domain.com`." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst-1 #: ../../content/applications/general/email_communication/email_servers_inbound.rst:0 msgid "Technical schema of mailing route when using a custom domain in Odoo." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:158 msgid "" "If emails are sent using Odoo's email servers while using a custom domain, " "follow the :ref:`\"Using a custom domain with Odoo’s email server\" " "instructions `." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:162 msgid "" "Since this custom domain is used, all emails using an alias (replies, " "bounces and direct sends) are sent to an address of the domain. They are " "thus delivered to the email server linked to the domain (MX record). To " "display them in the chatter or to create new records, it is necessary to " "retrieve these incoming emails in the Odoo database." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:171 msgid "Method" msgstr "方法" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:172 msgid "Benefits" msgstr "優點" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:173 msgid "Drawbacks" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:174 msgid ":ref:`Redirections `" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:175 msgid "Easy to set up, emails are directly sent to the database." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:176 msgid "Each alias of a database needs to be configured." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:177 msgid "" ":ref:`Incoming mail servers `" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:178 msgid "" "Allows to keep a copy of the email in your mailbox (with IMAP). Allows to " "create records in the chosen model." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:180 msgid "" "Depends on a CRON, meaning emails are not retrieved immediately in the " "database. Each alias of a database needs to be configured." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:182 msgid ":ref:`MX record `" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:183 msgid "Only one record needs to be created to make all aliases work properly." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:184 msgid "Using a subdomain is required. Requires advanced technical knowledge." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:188 msgid "" "For **on-premise databases**, the redirection and the MX record methods also" " require configuring the :doc:`mail gateway script " "<../../../../administration/on_premise/email_gateway>`. Going through this " "script requires **advanced technical and infrastructure knowledge**." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:193 msgid "" "Refer to your provider’s documentation for more detailed information on how " "to handle the methods detailed below." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:199 msgid "Redirections" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:201 msgid "" "If the database is hosted on **Odoo Online** or **Odoo.sh**, using " "redirections is recommended. They allow messages to be received without " "delay in the database." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:204 msgid "" "It is mandatory to redirect the catchall and bounce address to the Odoo " "subdomain of the database. Every other alias used must be redirected as " "well." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:208 msgid "With one sales team, the following redirections are required:" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:210 msgid "`catchall@company-name.com` → `catchall@company-name.odoo.com`" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:211 msgid "`bounce@company-name.com` → `bounce@company-name.odoo.com`" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:212 msgid "`info@company-name.com` → `info@company-name.odoo.com`" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:215 msgid "" "Some providers ask to validate the redirection by sending a link to the " "target email address. This procedure is an issue for catchall and bounce " "since they are not used to create records." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:218 msgid "" "Modify the catchall value on the mail alias domain. :ref:`developer-mode` " "must be enabled to access this menu. For example, it can be changed from " "`catchall` to `temp-catchall`. This will allow to use `catchall` as the " "local-part of another alias." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:221 msgid "" "Open an app that uses an alias. For example, CRM contains aliases for each " "sales team. Set `catchall` as the local-part of the alias of a sales team." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:223 msgid "" "The validation email will create a record in the CRM app. The email sent " "will be visible in the chatter, allowing you to validate the redirection." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:225 msgid "" "Do not forget to change back the alias of the sales team and the catchall " "value on the mail alias domain, just as they were before this procedure." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:229 msgid "" "An alternative to redirections is **forwarding**. With forwarding, **the " "address forwarding the email will be identified as the sender**, while with " "redirections, the original sender will always remain." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:236 msgid "Incoming mail servers" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:238 msgid "" "As mentioned earlier, using redirections is the recommended method to " "receive emails in Odoo. However, it is also possible to set up incoming mail" " servers. Using this method means creating an incoming email server for each" " mailbox on your server, catchall, bounce, and every alias of the database, " "in order to fetch all incoming emails. Incoming mail servers are created by " "going to :menuselection:`Settings --> Technical --> Emails: Incoming Mail " "Servers`." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:245 msgid "" "We recommend using the IMAP protocol over the POP protocol, as IMAP fetches " "all unread emails, while POP fetches all the emails' history and then tags " "them as deleted in your mailbox." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:249 msgid "" "It is also possible to connect a mailbox through :doc:`Gmail with Google " "OAuth ` or :doc:`Outlook with Microsoft Azure OAuth " "`." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:252 msgid "" "Regardless of the protocol chosen, emails are fetched using the *Mail: " "Fetchmail Service* scheduled action." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:255 msgid "" "Additionally, using an incoming mail server in Odoo gives the opportunity to" " create new records in a specified model. Each incoming mail server can " "create records in a different model." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:259 msgid "" "Emails received on `task@company-name.com` are fetched by the Odoo database." " All fetched emails will create a new project task in the database." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:268 msgid "MX record" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:270 msgid "" "A third option is to create a MX record in your DNS zone which specifies the" " mail server managing emails sent to your domain. **Advanced technical " "knowledge is required.**" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:274 msgid "" "This configuration only works with a subdomain on the Odoo Online or Odoo.sh" " infrastructure (e.g., `@mail.mydomain.com`)" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:277 msgid "Below are presented some specifications depending on the hosting type:" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:281 #: ../../content/applications/general/email_communication/faq.rst:296 msgid "Odoo Online" msgstr "Odoo Online" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:283 msgid "" "The custom subdomain must be added to your :doc:`Odoo Portal " "<../../websites/website/configuration/domain_names>`." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:286 #: ../../content/applications/general/email_communication/faq.rst:301 msgid "Odoo.sh" msgstr "Odoo.sh" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:288 msgid "" "The custom subdomain must be added to the :doc:`settings of the project " "<../../../administration/odoo_sh/getting_started/settings>`:" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:0 msgid "Adding a custom subdomain for mail to Odoo.sh project settings." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:297 msgid "Infinite email loops" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:299 msgid "" "In some cases, infinite mailing loops can be created. Odoo provides some " "protection against such loops, ensuring the same sender cannot send too many" " emails **that would create records** to an alias in a specific time span." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:303 msgid "" "By default, an email address can send up to 20 emails in 120 minutes. If " "more emails are sent, they are blocked and the sender receives the following" " message:" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst-1 msgid "" "Bounce email received after attempting contact too many times an alias." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:309 msgid "" "To change the default behavior, enable :ref:`developer-mode`, then go to " ":menuselection:`Settings --> Technical --> Parameters: System Parameters` to" " add two parameters." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:312 msgid "" "For the first parameter, enter `mail.gateway.loop.minutes` as the " ":guilabel:`Key` and choose a number of minutes as the :guilabel:`Value` " "(`120` is the default behavior)." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:314 msgid "" "For the second parameter, enter `mail.gateway.loop.threshold` as the " ":guilabel:`Key` and choose a number of emails as the :guilabel:`Value` (`20`" " is the default behavior)." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:318 msgid "" "These parameters are only used to prevent the creation of new records. They " "**do not prevent replies** from being added to the chatter." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:322 msgid "Allow alias domain system parameter" msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:324 msgid "" "Incoming aliases are set in the Odoo database to create records by receiving" " incoming emails. To view aliases set in the Odoo database, first activate " "the :ref:`developer mode `. Then, go to " ":menuselection:`Settings app --> Technical --> Aliases`." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:328 msgid "" "The following system parameter, `mail.catchall.domain.allowed`, set with " "allowed alias domain values, separated by commas, filters out correctly " "addressed emails to aliases. Setting the domains for which the alias can " "create a ticket, lead, opportunity, etc., eliminates false positives where " "email addresses with only the prefix alias, not the domain, are present." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:333 msgid "" "In some instances, matches have been made in the Odoo database when an email" " is received with the same alias prefix and a different domain on the " "incoming email address. This is true in the sender, recipient, and :abbr:`CC" " (Carbon Copy)` email addresses of an incoming email." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:338 msgid "" "When Odoo receives emails with the `commercial` prefix alias in the sender, " "recipient, or :abbr:`CC (Carbon Copy)` email addresses (e.g. " "commercial\\@example.com), the database falsely treats the email as the full" " `commercial` alias, with a different domain, and therefore, creates a " "ticket/lead/opportunity/etc." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:343 msgid "" "To add the `mail.catchall.domain.allowed` system parameter, first, activate " "the :ref:`developer mode `. Then, go to " ":menuselection:`Settings app --> Technical --> System Parameters`. Click " ":guilabel:`New`. Then, type in `mail.catchall.domain.allowed` for the " ":guilabel:`Key` field." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:347 msgid "" "Next, for the :guilabel:`Value` field, add the domains separated by commas. " "Manually :icon:`fa-cloud-upload` :guilabel:`(Save)`, and the system " "parameter takes immediate effect." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst-1 msgid "mail.catchall.domain.allowed system parameter set." msgstr "" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:354 msgid "Local-part based incoming detection" msgstr "基於本地部件的來件檢測" #: ../../content/applications/general/email_communication/email_servers_inbound.rst:356 msgid "" "When creating a new alias, there is an option to enable :guilabel:`Local-" "part based incoming detection`. If enabled, Odoo only requires the local-" "part to match for routing an incoming email. If this feature is turned off, " "Odoo requires the whole email address to match for routing an incoming " "email." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:3 msgid "Manage outbound messages" msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:8 msgid "Sending emails with Odoo's default configuration" msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:10 msgid "" "On **Odoo Online** and **Odoo.sh**, sending and receiving emails works out " "of the box. No configuration is required." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:13 msgid "" "When a database is created, the subdomain `company-name.odoo.com` is used to" " send and receive emails. The deliverability is optimized for this subdomain" " as it uses Odoo’s DNS configuration." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:17 msgid "" "If the database subdomain is `company-name.odoo.com` and all mailing " "configurations are the default ones, all emails will be sent from " "`notifications@company-name.odoo.com`." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:21 msgid "" "Only **one** subdomain can be used as a mailing server in Odoo. Subdomains " "for additional companies require an external email server with a custom " "domain." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst-1 msgid "Odoo’s default outbound messages configuration." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:27 msgid "" "Emails are sent with `catchall@company-name.odoo.com` as the *reply-to* " "address. In addition, delivery errors are sent to `bounce@company-" "name.odoo.com`." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:31 msgid "" "The catchall, bounce, and notification addresses do not work like other " "aliases. They do not have the vocation to create records in a database. " "Emails sent to an alias are automatically routed and will reply to an " "existing and linked record or will create a new one in the database." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:38 msgid "Using a custom domain to send emails" msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:40 msgid "" "The database can be configured to use a custom domain, in which case all " "default email addresses are built using the custom domain. If the custom " "domain is `company-name.com`, the sender address will be " "`notifications@company-name.com`, the *reply-to* address `catchall@company-" "name.com`, and the *bounce* address `bounce@company-name.com`. The custom " "domain can be utilized when sending emails either with Odoo’s email servers " "or an external one." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:46 msgid "" "This section assumes ownership of a custom domain. If not, a custom domain " "must be purchased from a domain registrar such as GoDaddy, Namecheap, or any" " alternative provider." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:52 msgid "Using a custom domain with Odoo’s email server" msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:54 msgid "" "On **Odoo Online** or **Odoo.sh**, some configurations are mandatory in the " "custom domain's DNS to ensure good deliverability." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:58 msgid "" "Most of the configuration will be done on the domain provider’s side, and it" " might require some configuration on the mail server itself. **Some " "technical knowledge is required.**" msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:61 msgid "" "The first step is to configure the :ref:`SPF ` and " ":ref:`DKIM ` to be compliant with Odoo’s mail server." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:64 msgid "" "Next, the custom domain must be set as the alias domain of a company. Select" " the company, open the :guilabel:`Settings`, and add the custom domain under" " the :guilabel:`Alias Domain` field." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:67 msgid "" "After adding the alias domain, click the :icon:`oi-arrow-right` " "(:guilabel:`internal link`) icon to assign more companies to the custom " "domain if needed. Enable the :ref:`developer-mode` mode to modify the " "default aliases if desired:" msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:71 msgid "" ":guilabel:`Bounce Alias`: the mailbox used to catch delivery errors and " "populate the :ref:`red envelope ` on" " the corresponding message." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:73 msgid "" ":guilabel:`Catchall Alias`: the default mailbox used to centralize all " "replies." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:74 msgid ":guilabel:`Default From Alias`: the default sender address." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:77 msgid "" "At the creation of the first alias domain, all companies will use it. If you" " create a new company, the alias domain automatically set is the one with " "the lowest priority (ad displayed on the alias domain list in " ":ref:`developer-mode`)." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:81 msgid "" "All email aliases (e.g., related to CRM or Helpdesk teams) must have their " "corresponding mailbox in the custom domain mail server." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst-1 msgid "Technical schema of external mail server configuration with Odoo." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:87 msgid "" "To receive emails in the Odoo database within the corresponding chatter " "(CRM, invoices, sales orders, etc.), one of these three methods must be " "used:" msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:90 msgid "" ":ref:`Redirections/forwarding `," msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:91 msgid "" ":ref:`Incoming mail servers `," msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:92 msgid "" ":ref:`MX record ` (requires advanced " "technical knowledge)" msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:94 msgid "" "Using a custom domain implies that specific :ref:`local-parts ` might be used by Odoo to " "send emails." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:100 msgid "Sending emails with an external SMTP server" msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:103 msgid "" "If utilizing your own outgoing mail server, it must be paired with your own " "domain, as updating the DNS of an Odoo subdomain is not feasible." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:106 msgid "" "To add an external SMTP server in Odoo, open :guilabel:`Settings`, and " "enable the :guilabel:`Use Custom Email Servers` option found under the " ":guilabel:`Emails` section. Then, click :guilabel:`Save` at the top of the " "page to save the changes." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:110 msgid "" "Returning to the :guilabel:`Emails` section, click :guilabel:`Outgoing Email" " Servers`, then `New` to create an outgoing mail server record. Most fields " "are the common parameters used to set up a connection to an SMTP server; use" " the values provided by your email provider." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:114 msgid "" "Once completed, click :guilabel:`Test Connection`. Note that a successful " "test connection does not confirm that the email will go out as some " "restriction might remain on the provider side, thus, it is recommended to " "consult your provider’s documentation." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:121 msgid "Local-part values" msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:123 msgid "" "Below are presented the different local-part values that can be used by Odoo" " to send emails. It might be required to whitelist them in your mail server:" msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:126 msgid "The Alias Domain Bounce Alias (default value = `bounce`)," msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:127 msgid "The Alias Domain Default From (default value = `notifications`)," msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:128 msgid "" "The default admin address `admin@company-name.odoo.com` or, if changed, the " "new value)," msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:129 msgid "" "The default Odoobot address `odoobot@company-name.odoo.com` or, if changed, " "the new value)," msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:130 msgid "The specific FROM defined on an email marketing campaign," msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:131 msgid "The specific FROM that can be defined in an email template." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:134 msgid ":doc:`google_oauth`" msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:135 msgid ":doc:`azure_oauth`" msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:140 msgid "Setting up different servers for transactional and mass emails" msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:145 msgid "Personalized mail servers" msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:147 msgid "" "Transactional emails and mass mailings can be sent using separate email " "servers in Odoo. Doing so means day-to-day emails, quotations, or invoices " "sent to clients will be handled as *transactional emails*. *Mass mailing " "emails*, including the sending of batches of invoices or quotations, will be" " managed by the Marketing Automation or Email Marketing application." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:153 msgid "" "You can use services like Gmail, Amazon SES, or Brevo for transactional " "emails, and services like Mailgun, Sendgrid, or Mailjet for mass mailings." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:156 msgid "" "First, activate the :ref:`developer-mode` and go to :menuselection:`Settings" " --> Technical --> Email: Outgoing Mail Servers`. There, add two outgoing " "email server records, one for the transactional emails server and one for " "the mass mailings server. Enter a lower :guilabel:`Priority` value for the " "transactional server (e.g., `1`) over the mass mailings server (e.g., `2`) " "so transactional emails are given priority." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst-1 msgid "Example of split between transaction and mass mailing mail servers." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:165 msgid "" "Now, go to :menuselection:`Email Marketing --> Configuration --> Settings`, " "enable :guilabel:`Dedicated Server`, and select the appropriate email " "server. Odoo uses the server with the lowest priority value for " "transactional emails, and the server selected here for mass mailings." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst-1 msgid "Dedicated mail server on Email Marketing app settings." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:175 msgid "FROM filtering" msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:178 msgid "" "It’s **highly recommended** to configure the FROM Filtering on the outgoing " "mail servers as per the instructions of your provider." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:181 msgid "" "The :guilabel:`FROM Filtering` field allows for the use of a specific " "outgoing email server depending on the *From* email address or domain that " "Odoo is sending on behalf of. The **value must be a domain or a complete " "address** that matches the sender’s email address and is trusted on the " "outgoing mail server provider's side." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:186 msgid "" "If FROM filtering is not used, emails will go out using the notification " "address." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:189 msgid "" "Some outgoing mail servers require a specific configuration of the FROM " "filter." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:191 msgid "" "When an email is sent from Odoo, the following sequence is used to choose " "the outgoing email server:" msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:193 msgid "" "First, Odoo searches for a server that has the same FROM filtering value as " "the From value (i.e., email address) defined in the outgoing email. This " "configuration is ideal if all users of a company share the same domain but " "have different local-parts." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:198 msgid "" "If the sender's email address is `test@example.com`, only an email server " "having a FROM filtering value equal to `test@example.com` or `example.com` " "can be used." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:201 msgid "" "If no server is found based on the first criteria, Odoo looks for the first " "server without a FROM filtering value set. The email will be overridden with" " the notification address." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:204 msgid "" "If no server is found based on the second criteria, Odoo uses the first " "server, and the email will be overridden with the notification address." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:208 msgid "" "To determine which server is first, Odoo uses the priority value (the lower " "the value is, the higher the priority is). Failing to do so, the first " "server is determined by the servers' names, using alphabetical order." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:212 msgid "" "It is also possible to use Odoo's mail server for transactional emails in " "addition to mass mailings." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:217 msgid "Using an external email server and Odoo’s default server" msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:219 msgid "" "On Odoo Online and Odoo.sh, databases are started with Odoo's SMTP server. " "If no outgoing mail server is set, the default Odoo's SMTP server will be " "used." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst-1 msgid "" "Adding a mail server using the Odoo's mail server with the CLI " "authentication." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:226 msgid "" "If an outgoing mail server is used simultaneously with Odoo’s default server" " (CLI), the FROM filter of the outgoing mail server must contain a custom " "domain, and the FROM filter of the CLI must contain Odoo’s subdomain. If " "there is no FROM filtering, the email will go out using the notification " "address." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst-1 msgid "" "Splitting of Odoo mail server for transactional emails and Mail server for " "Mass mailing." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:235 msgid "" "On Odoo Online, the command line interface is equivalent to the default Odoo" " mail server, using the same limit as if there was no outgoing mail server " "in place." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:239 msgid "" "On Odoo Online, the page also shows your daily email usage and your daily " "limit. On Odoo.sh, you need to check on the monitor page the number of " "outgoing emails that were sent." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:243 msgid "" "On Odoo.sh, to use the command-line interface, an outgoing mail server can " "be configured on the configuration file." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:247 msgid "" "Odoo’s mail server is meant for transactional emails and small-scale " "marketing campaigns. The :ref:`daily limit ` depends on the database type and the applications " "used." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:254 msgid "Using a custom domain with an external email server" msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:256 msgid "" "Similar to the :ref:`previous chapter `, proper configuration might be needed to ensure that the " "external email server is allowed to send emails using your custom domain. " "Refer to your provider’s documentation to properly set up the relevant " "records (SPF, DKIM, and DMARC). A list of the :ref:`most common providers is" " available `." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:263 msgid "" "DNS configuration is required when you use your own domain. If an external " "outgoing mail server is used, configuring the records as described in the " ":doc:`Odoo DNS configuration for our mail servers documentation " "` **will not have the desired effect**, as it is independent " "of Odoo when using a custom email server. Odoo does not allow the " "configuration of Odoo's subdomain." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:272 msgid "Port restriction" msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:274 msgid "" "Port 25 is blocked for security reasons on Odoo Online and Odoo.sh. Try " "using port 465, 587, or 2525 instead." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:280 msgid "Alias domain" msgstr "別名網域" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:282 msgid "" "The catchall domain is company-specific. By default, all companies share " "Odoo’s subdomain (e.g., `company-name.odoo.com`), but each company may have " "its own custom email domain." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:285 msgid "" "When the :ref:`developer-mode` is activated, the alias domain options are " "available by going to :menuselection:`Settings --> Technical --> Email: " "Alias Domains`." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:289 msgid "" "Any modification of the alias domain must be done very carefully. If one of " "the aliases (bounce, catchall, default from) is changed, all previous emails" " that are not properly redirected to the new aliases will be lost." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:293 msgid "" "The :guilabel:`Default From Alias` field can be filled with a local-part of " "the email address (by default `notifications`) or a full email address. " "Configure it to determine the `FROM` header of your emails. If a full email " "address is used, all outgoing emails will be overwritten with this address." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:301 msgid "Notification system" msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:303 msgid "" "When an email is sent from the chatter, customers can reply directly to it. " "If a customer replies directly to an email, the answer is logged in the same" " chatter, thus functioning as a message thread related to the record." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:307 msgid "" "Upon receiving the reply, Odoo then uses the subscribed followers (based on " "the subscribed subtypes) to send them a notification by email, or in the " "Odoo inbox, depending on the user’s preferences." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:311 msgid "" "If a customer with the email address `“Mary” ` " "makes a direct reply to an email coming from the Odoo database, Odoo's " "default behavior is to redistribute the email's content to all other " "followers within the thread." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:315 msgid "" "As Mary’s domain does not belong to the alias domain, Odoo overrides the " "email address and uses the notification email address to notify the " "followers. This override depends on the configuration done in the database. " "By default, on Odoo Online and Odoo.sh, the email `FROM` address will be " "overridden with the value `notifications@company-name.odoo.com` instead of " "`mary@customer.example.com`." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:321 msgid "" "The address is constructed using the name of the sender and `{alias domain, " "default from alias}`@`{alias domain, domain name}`, by default, " "`notifications@company-name.odoo.com`." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:328 msgid "Using a unique email address for all outgoing emails" msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:330 msgid "" "To force the email address from which emails are sent, activate the " ":ref:`developer-mode`, and go to :menuselection:`Settings --> Technical --> " "Email: Alias Domains`. On the :guilabel:`Default From Alias`, use the the " "local-part or a complete email address as the value." msgstr "" #: ../../content/applications/general/email_communication/email_servers_outbound.rst:335 msgid "" "If a **complete address** is used as the :guilabel:`Default From Alias` " "value, **all** outgoing emails will be overwritten by this address." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:3 msgid "Common emailing issues and solutions" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:5 msgid "This page lists the most common emailing issues and their solutions." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:10 msgid "Odoo is not an email provider" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:12 msgid "" "Odoo does not function like a classic email inbox, such as Gmail, Outlook, " "Yahoo, etc." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:14 msgid "" "While Odoo uses emails as a way to notify and communicate with " "users/customers, it is, by design, not a replacement for a dedicated email " "server. Therefore, it might not behave in the expected way when compared to " "a traditional email inbox." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:18 msgid "The main differences are the following:" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:20 msgid "" "By default, once a notification or transactional email (quote, invoice, " "direct message to a contact) is sent out successfully, the email object is " "deleted. The email message's content lives in the chatter of the related " "record. It prevents cluttering the database with multiple copies of the " "content of the same email (when sent to multiple recipients) if the content " "is already present in the chatter." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:25 msgid "" "There is no concept of (blind) carbon copy ([B]CC). Odoo uses the concept of" " *followers* added to a chatter to automatically decide when and how :ref:`a" " contact is notified ` or receives a copy of " "an email." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:28 msgid "" "Incoming emails are handled by checking if the *TO* email address is a valid" " email address in the Odoo database or, in case of a reply email, if there " "is a reference in the email header that matches a message sent from the Odoo" " database. All other emails will be bounced and **not** temporarily parked " "in a spam or quarantine folder. In other words, any email unrelated to an " "Odoo database is lost." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:37 msgid "Outgoing emails" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:42 msgid "Changing the email address of the admin user account" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:44 msgid "" "When an Odoo database is created, the main admin account is assigned a " "placeholder email address. It is recommended to **replace the admin email " "address** with a valid email address to prevent outgoing email issues." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:48 msgid "" "To do so, on the admin account, click the user icon, click :guilabel:`My " "Profile` (or :guilabel:`Preferences`), and update the :guilabel:`Email` " "field found under the :guilabel:`Preferences` tab. Either use any other " "email address or use your Odoo subdomain (e.g., `company-name.odoo.com`) and" " `admin` for the local-part (e.g., `admin@company-name.odoo.com`)." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:56 msgid "Delivery failure" msgstr "傳送失敗" #: ../../content/applications/general/email_communication/faq.rst:58 msgid "" "When a message is sent, an :icon:`fa-envelope-o` :guilabel:`(envelope)` icon" " is displayed in the chatter. The icon turns red when delivery has failed " "for at least one recipient." msgstr "" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Red envelope icon displayed in the chatter." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:64 msgid "" "Left-click the envelope to display information about the delivery, and, if " "possible, the relevant :ref:`error messages `." msgstr "" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Example of a sending failure." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:70 msgid "" "Click :guilabel:`See Error Details` to get extra information for the fail " "reason, **if** Odoo was able to process the original error or bounce email." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:73 msgid "" "Click :guilabel:`Send & close` to retry sending the email to all **toggled-" "on** (:icon:`fa-toggle-on`) recipients under the :guilabel:`Try Again` " "column. All **toggled-off** (:icon:`fa-toggle-off`) recipients will be " "ignored." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:77 msgid "" "Click :guilabel:`Ignore all` to ignore all currently failing emails and turn" " the envelope icon from red to white." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:80 msgid "" "Unsent emails also appear in the Odoo email queue. To access it, activate " "the :ref:`developer mode ` and go to " ":menuselection:`Settings --> Technical --> Email: Emails`." msgstr "" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Example of the technical email queue view." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:86 msgid "" "Failed emails display the :guilabel:`Delivery Failed` status. Click " ":guilabel:`Retry` to put a failed email in the email queue again. It will " "then appear with the :guilabel:`Outgoing` status. The email will be sent " "again the next time the scheduled action for the email queue runs." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:90 msgid "" "Optionally, queued emails can be sent immediately by clicking " ":guilabel:`Send Now`. Click :guilabel:`Cancel Email` to remove it from the " "email queue." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:94 msgid "" "Sent emails are periodically cleaned from the queue. This is controlled by " "the *Auto-Vacuum* scheduled action that cleans redundant data on your Odoo " "database." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:100 msgid "Common error messages" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:105 msgid "Daily limit reached" msgstr "" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Email limit reached warning." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:110 msgid "" "Odoo limits the number of emails that can be sent from an Odoo Online " "database. Most email service providers (e.g., Google, Yahoo, etc.) will " "blacklist Odoo's server IP if Odoo's email server is sending too many emails" " to addresses that do not exist or are no longer valid. It also applies to " "unsolicited spam emails sent through an Odoo database." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:115 msgid "" "The default daily email limit varies between **5 and 200 emails**. The exact" " limit is depends on several factors (subject to change):" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:118 msgid "" "Type of database subscription (one app free, trial, paying subscription)" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:119 msgid "Apps installed (i.e., Email Marketing, Marketing Automation)" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:120 msgid "If a database migration is ongoing" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:122 msgid "If the daily limit is reached, you can:" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:124 msgid "" "Contact :ref:`Odoo Support ` to increase your email " "quota. The following factors will be taken into account:" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:127 msgid "Numbers of users on the database" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:128 msgid "Apps installed" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:129 msgid "" "Bounce rate (the percentage of email addresses that did not receive emails " "because they were returned by an email server on their way to the final " "recipient)." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:131 msgid "" "Whether your :ref:`email aliases are correctly set up and use the " "appropriate custom domains `." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:135 msgid "" "When using a custom domain, verify that :ref:`SPF `, " ":ref:`DKIM `, and :ref:`DMARC ` are " "correctly configured so that :ref:`Odoo's email servers are allowed to send " "emails on your custom domain's behalf `." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:140 msgid "" ":doc:`Use an external outgoing email server <../email_communication>` to be " "independent of Odoo's email limit." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:142 msgid "" "Wait until the next day, and retry sending the email. To do so, activate the" " :ref:`developer mode `, go to :menuselection:`Settings --> " "Technical --> Email: Emails`, and click :guilabel:`Retry` next to the unsent" " email." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:147 msgid "" "The daily email limit counts every email leaving your Odoo database, " "triggered either manually or automatically. By default, any internal " "message, notification, logged note, etc., counts as an email if it notifies " "someone via email. This can be mitigated by receiving :ref:`notifications in" " Odoo ` instead of by email." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:155 msgid "SMTP error" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:157 msgid "" "`Simple Mail Transport Protocol (SMTP) " "`_ is a " "standard used to transmit emails between email servers and/or email clients." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:161 msgid "" "If you use :ref:`an external STMP server to send emails `, a standard set of `SMTP error codes exists " "`_." " While the code numbers are not specific to Odoo, the exact content of the " "error message might vary from email server to email server." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:168 msgid "A 550 SMTP permanent delivery error from sendgrid.com:" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:179 msgid "" "The error message indicates that you tried sending an email from an " "unverified email address. Investigating the outgoing email server " "configuration or the default *FROM* address of your database is a good " "starting point to troubleshoot the issue, and verify that you whitelisted " "the email address on the side of sendgrid.com." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:184 msgid "" "Usually, inputting the error message content in a Google search can yield " "information on what the root cause might be and how to correct the issue." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:187 msgid "" "If the issue cannot be resolved and keeps occurring, contact :ref:`Odoo " "Support `." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:193 msgid "No error populated" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:195 msgid "" "Odoo is not always capable of providing information on the reason a delivery" " failed. The different email providers implement their own policy on bounced" " emails, and it is not always possible for Odoo to interpret it correctly." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:199 msgid "" "If there is a recurring problem with the same customer or the same domain, " "contact :ref:`Odoo Support `." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:203 msgid "" "One of the most common reasons for an email failing to be sent with no error" " message is related to the :ref:`SPF ` or :ref:`DKIM " "` configuration. Also, verify that the implemented email " "notification setup is adapted to your business needs. See the " ":doc:`Communication in Odoo by email documentation <../email_communication>`" " for more information." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:212 msgid "Execution time" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:214 msgid "" "The exact time of an email is sent is handled by a system utility *cron* " "(scheduled action) that can be used to schedule tasks to run automatically " "at predetermined intervals. Odoo uses this approach to send emails that are " "considered \"not urgent\" (i.e., newsletters formats such as mass mailing, " "marketing automation, and events). This avoids cluttering the mail servers " "and, instead, prioritizes individual communication." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:222 msgid "" "A cron is an action that Odoo runs in the background to execute particular " "code to complete a task. Odoo also creates cron triggers in certain " "workflows that can trigger a scheduled action earlier than its scheduled " "date. Running a scheduled action manually or changing its frequency is " "generally not recommended, as it might create errors or break specific " "workflows." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:227 msgid "" "By default, for the normal email queue, the :guilabel:`Mail: Email Queue " "Manager` cron runs every 60 minutes. The lowest running interval for a cron " "is 5 minutes. Odoo recommends an interval of 15 minutes to ensure proper " "operation. If the interval is too short, not all emails may be processed, " "which may cause the cron to timeout." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:232 msgid "" "Emails that are considered urgent (from one person to another, such as sales" " orders, invoices, purchase orders, etc.) are sent immediately. They do not " "show up under :menuselection:`Settings --> Technical --> Email: Emails`, " "unless their delivery fails." msgstr "" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "" "Example of sending information header when a mailing campaign is queued." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:239 msgid "" "Email campaigns are sent as soon as possible (after clicking the " ":guilabel:`Send` button) or at a scheduled time (after clicking the " ":guilabel:`Schedule` button)." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:242 msgid "" "For the email marketing queue, the :guilabel:`Mail Marketing: Process queue`" " cron runs once a day, but will be **automatically triggered early** if a " "campaign is scheduled outside of this default frequency. If a mailing list " "contains a large number of recipients, triggering the cron manually multiple" " times is **not recommended**, as it will not accelerate the processing time" " and might create errors." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:249 msgid "" "To edit crons, enable the :ref:`developer mode ` and go to " ":menuselection:`Settings --> Technical --> Automation: Scheduled Actions`." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:253 msgid "" "For more information about crons when using Odoo.sh, check out :doc:`Odoo.sh" " frequent technical questions " "<../../../administration/odoo_sh/advanced/frequent_technical_questions>`." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:259 msgid "Email Marketing campaigns stuck in the queue" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:261 msgid "" "If multiple Email Marketing campaigns are put in the queue, they are " "processed in chronological order based on their creation date." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:265 msgid "" "If there are three campaigns: Campaign_1 (created 1st of January), " "Campaign_2 (created 2nd of January), and Campaign_3 (created 3rd of " "January), they are put in the queue by clicking :guilabel:`Send` on all " "three of them." msgstr "" #: ../../content/applications/general/email_communication/faq.rst-1 msgid "Example of three email marketing campaigns." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:272 msgid "" "The cron will try to process Campaign_1, then Campaign_2, and finally " "Campaign_3. It will not start processing Campaign_2 until it finishes " "processing Campaign_1." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:275 msgid "" "If an email campaign never leaves the queue, there might be an issue with " "the campaign at the top of the queue. To troubleshoot, we could remove " "Campaign_1 from the queue by clicking the :guilabel:`Cancel` button, and see" " if the two other campaigns are sent. Then we could try to fix Campaign_1 or" " contact :ref:`Odoo Support `." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:283 msgid "Incoming emails" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:285 msgid "" "When there is an issue with incoming emails, there might not be an " "indication, per se, in Odoo. It is the sending email client, who tries to " "contact a database, that will get a bounce message (most of the time a " ":guilabel:`550: mailbox unavailable` error message)." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:292 msgid "Email is not received" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:298 msgid "" "Contact :ref:`Odoo Support ` if there is a recurring " "issue with the same client or domain." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:303 msgid "" "You can use database logs to understand and fix issues. Logs are a stored " "collection of all the tasks completed in a database. They are a text-only " "representation, complete with timestamps of every action taken on the Odoo " "database. This can be helpful to track emails leaving the database. Sending " "failures can also be seen by logs when they indicate that the message tried " "to send repeatedly. Logs show every action to the email servers from the " "database." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:310 msgid "" "Live logs are located in the :file:`~/logs/` folder (accessed by the command" " line or on the Odoo.sh dashboard). Log files are created everyday at 5:00 " "AM (UTC)." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:314 msgid "" "The two most recent files, for the current day and the previous one, are " "named :file:`odoo.log` and :file:`odoo.log.1`." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:317 msgid "" "Log files for older dates are named using their dates and are compressed. " "Use the commands :command:`grep` and :command:`zgrep` (for the compressed " "ones) to search through the files." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:321 msgid "" "For more information on logs and how to access them via the Odoo.sh " "dashboard, refer to the :ref:`Odoo.sh logs documentation `." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:324 msgid "" "For more information on accessing logs via the command line, refer to the " ":ref:`developer logging documentation `." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:330 msgid "Information for Odoo Support" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:332 msgid "" "Here is a list of helpful information to include when reaching out to `Odoo " "Support `_:" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:335 msgid "" "An export of the full email from the inbox. These are usually in `.eml` or " "`.msg` file formats containing technical information required for an " "investigation. The exact process to download the file depends on your third-" "party email provider." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:340 msgid "" "`Gmail Help Center: Trace an email with its full header " "`_" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:342 msgid "" "`Microsoft Support: View internet message headers in Outlook " "`_" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:344 msgid "" "When using a local email software (e.g., Thunderbird, Apple Mail, Outlook, " "etc.) to synchronize emails, it is usually possible to export the local " "copies of emails as EML/MSG files. Refer to the documentation of the " "software used for more information." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:349 msgid "" "If possible, the EML/MSG file should be based on the original email that was" " sent and is failing or is causing issues." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:352 msgid "" "For **incoming emails**: if possible contact the original email sender and " "request an EML/MSG copy of the original email. Sending a copy of the " "original email (forwarded) only contains partial information related to the " "troubleshooting." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:356 msgid "" "For **outgoing emails**: either provide the EML/MSG of the email or specify " "what record in the database is affected (e.g., sales order number, contact " "name, invoice number) and the date/time when the email was sent (e.g., email" " sent on the 10th January 2024 11:45 AM Central European Time)." msgstr "" #: ../../content/applications/general/email_communication/faq.rst:361 msgid "" "An explanation of the exact flow that is being followed to normally receive " "those emails in Odoo. Try to answer the following questions:" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:364 msgid "Is this a notification message from a reply being received in Odoo?" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:365 msgid "Is this a message being sent from the Odoo database?" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:366 msgid "" "Is there an incoming email server being used, or is the email being " "redirected/forwarded through a custom email server or provider?" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:368 msgid "Is there an example of an email that has been correctly forwarded?" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:369 msgid "" "Have you changed any email-related settings recently? Did it stop working " "after those changes?" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:371 msgid "An answer to the following questions:" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:373 msgid "" "Is it a generic issue or is it specific to a use case? If specific to a use " "case, which one?" msgstr "" #: ../../content/applications/general/email_communication/faq.rst:374 msgid "" "Is it working as expected? In case the email is sent using Odoo, the bounce " "email should reach the Odoo database and display the :ref:`red envelope " "`." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:3 msgid "Connect Gmail to Odoo using Google OAuth" msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:5 msgid "" "Odoo is compatible with Google's OAuth for Gmail. In order to send secure " "emails from a custom domain, all that is required is to configure a few " "settings on Google's *Workspace* platform, as well as on the back end of the" " Odoo database. This configuration works by using either a personal email " "address or an address created by a custom domain." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:11 msgid "" "For more information, visit `Google's documentation " "`_ on setting up OAuth." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:15 msgid ":doc:`/applications/general/users/google`" msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:16 #: ../../content/applications/general/users/google.rst:18 msgid ":doc:`/applications/productivity/calendar/google`" msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:19 msgid "Setup in Google" msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:22 #: ../../content/applications/general/integrations/google_translate.rst:17 msgid "Create a new project" msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:24 msgid "" "To get started, go to the `Google API Console " "`_. Log in with your *Google " "Workspace* account if you have one, otherwise log in with your personal " "Gmail account (this should match the email address you want to configure in " "Odoo)." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:28 msgid "" "After that, click on :guilabel:`Create Project`, located on the far right of" " the :guilabel:`OAuth consent screen`. If a project has already been created" " in this account, then the :guilabel:`New Project` option will be located on" " the top right under the :guilabel:`Select a project` drop-down menu." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:33 msgid "" "On the :menuselection:`New Project` screen, rename the :guilabel:`Project " "name` to `Odoo` and browse for the :guilabel:`Location`. Set the " ":guilabel:`Location` as the *Google Workspace organization*. If you are " "using a personal Gmail account, then leave the :guilabel:`Location` as " ":guilabel:`No Organization`." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst-1 #: ../../content/applications/general/integrations/google_translate.rst-1 msgid "Project Name and Location for Google OAuth." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:42 #: ../../content/applications/general/integrations/google_translate.rst:39 msgid "Click on :guilabel:`Create` to finish this step." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:45 #: ../../content/applications/general/users/google.rst:48 msgid "OAuth consent screen" msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:47 msgid "" "If the page doesn't redirect to the :menuselection:`User Type` options, " "click on :guilabel:`OAuth consent screen` in the left menu." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:50 msgid "" "Under :guilabel:`User Type` options, select the appropriate :guilabel:`User " "Type`, and then click on :guilabel:`Create` again, which will finally " "navigate to the :menuselection:`Edit app registration` page." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:55 #: ../../content/applications/general/users/google.rst:64 msgid "" "*Personal* Gmail Accounts are only allowed to be **External** User Type, " "which means Google may require an approval, or for *Scopes* to be added on. " "However, using a *Google WorkSpace* account allows for **Internal** User " "Type to be used." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:59 #: ../../content/applications/general/users/google.rst:68 msgid "" "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." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:63 msgid "Edit app registration" msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:65 msgid "Next we will configure the app registration of the project." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:67 msgid "" "On the :guilabel:`OAuth consent screen` step, under the :guilabel:`App " "information` section, enter `Odoo` in the :guilabel:`App name` field. Select" " the organization's email address under the :guilabel:`User support` email " "field." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:71 msgid "" "Next, under :menuselection:`App Domain --> Authorized domains`, click on " ":guilabel:`Add Domain` and enter `odoo.com`." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:74 msgid "" "After that, under the :guilabel:`Developer contact information` section, " "enter the organization's email address. Google uses this email address to " "notify the organization about any changes to your project." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:78 msgid "" "Next, click on the :guilabel:`Save and Continue` button. Then, skip the " ":menuselection:`Scopes` page by scrolling to the bottom and clicking on " ":guilabel:`Save and Continue`." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:81 msgid "" "If continuing in testing mode (External), add the email addresses being " "configured under the :guilabel:`Test users` step, by clicking on " ":guilabel:`Add Users`, and then the :guilabel:`Save and Continue` button. A " "summary of the app registration appears." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:85 msgid "" "Finally, scroll to the bottom and click on :guilabel:`Back to Dashboard` to " "finish setting up the project." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:89 msgid "Create Credentials" msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:91 msgid "" "Now that the project is set up, credentials should be created, which " "includes the *Client ID* and *Client Secret*. First, click on " ":guilabel:`Credentials` in the left sidebar menu." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:94 msgid "" "Then, click on :guilabel:`Create Credentials` in the top menu and select " ":guilabel:`OAuth client ID` from the dropdown menu." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:97 msgid "" "Under :guilabel:`Application Type`, select :guilabel:`Web Application` from " "the dropdown menu." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:98 msgid "In the :guilabel:`Name` field, enter `Odoo`." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:99 msgid "" "Under the :guilabel:`Authorized redirect URIs` label, click the button " ":guilabel:`ADD URI`, and then input " "`https://yourdbname.odoo.com/google_gmail/confirm` in the :guilabel:`URIs 1`" " field. Be sure to replace the *yourdbname* part of the URL with the actual " "Odoo database name." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:102 msgid "" "Next, click on :guilabel:`Create` to generate an OAuth :guilabel:`Client ID`" " and :guilabel:`Client Secret`. Finally, copy each generated value for later" " use when configuring in Odoo, and then navigate to the Odoo database." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst-1 msgid "Client ID and Client Secret for Google OAuth." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:114 msgid "Enter Google Credentials" msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:116 msgid "" "First, open Odoo and navigate to the :guilabel:`Apps` module. Then, remove " "the :guilabel:`Apps` filter from the search bar and type in `Google`. " "Install the module called :guilabel:`Google Gmail`." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:120 msgid "" "Next, navigate to :menuselection:`Settings --> General Settings`, and under " "the :guilabel:`Discuss` section, ensure that the checkbox for " ":guilabel:`Custom Email Servers` or :guilabel:`External Email Servers` is " "checked. This populates a new option for :guilabel:`Gmail Credentials` or " ":guilabel:`Use a Gmail Sever`. Then, copy and paste the respective values " "into the :guilabel:`Client ID` and :guilabel:`Client Secret` fields and " ":guilabel:`Save` the settings." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:129 msgid "" "To configure the external Gmail account, return to the top of the " ":guilabel:`Custom Email Servers` setting and then click the " ":guilabel:`Outgoing Email Servers` link." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst-1 #: ../../content/applications/general/email_communication/google_oauth.rst-1 msgid "Configure Outgoing Email Servers in Odoo." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:136 msgid "" "Then, click on :guilabel:`New` or :guilabel:`Create` to create a new email " "server, and fill in the :guilabel:`Name`, :guilabel:`Description`, and the " "email :guilabel:`Username` (if required)." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:139 msgid "" "Next, click on :guilabel:`Gmail OAuth Authentication` or :guilabel:`Gmail` " "(under the :guilabel:`Authenticate with` or :guilabel:`Connection` section)." " Finally, click on :guilabel:`Connect your Gmail Account`." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:143 msgid "" "A new window labeled :guilabel:`Google` opens to complete the authorization " "process. Select the appropriate email address that is being configured in " "Odoo." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:146 msgid "" "If the email address is a personal account, then an extra step pops up, so " "click :guilabel:`Continue` to allow the verification and connect the Gmail " "account to Odoo." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:149 msgid "" "Then, allow Odoo to access the Google account by clicking on " ":guilabel:`Continue` or :guilabel:`Allow`. After that, the page navigates " "back to the newly configured outgoing email server in Odoo. The " "configuration automatically loads the token in Odoo, and a tag stating " ":guilabel:`Gmail Token Valid` appears in green." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:158 msgid "" "Finally, :guilabel:`Test the Connection`. A confirmation message should " "appear. The Odoo database can now send safe, secure emails through Google " "using OAuth authentication." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:162 msgid "Google OAuth FAQ" msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:165 msgid "Production VS Testing Publishing Status" msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:167 msgid "" "Choosing :guilabel:`Production` as the :guilabel:`Publishing Status` " "(instead of :guilabel:`Testing`) will display the following warning message:" msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst-1 msgid "OAuth is Limited to 100 Sensitive Scope Logins." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:174 msgid "" "To correct this warning, navigate to the `Google API Platform " "`_. If the " ":guilabel:`Publishing status` is :guilabel:`In Production`, click " ":guilabel:`Back to Testing` to correct the issue." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:179 msgid "No Test Users Added" msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:181 msgid "" "If no test users are added to the OAuth consent screen, then a 403 access " "denied error will populate." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst-1 msgid "403 Access Denied Error." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:188 msgid "" "To correct this error, return to the :guilabel:`OAuth consent screen` under " ":guilabel:`APIs & Services` and add test user(s) to the app. Add the email " "that you are configuring in Odoo." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:192 msgid "Gmail Module not updated" msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:194 msgid "" "If the *Google Gmail* module in Odoo has not been updated to the latest " "version, then a :guilabel:`Forbidden` error message populates." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst-1 msgid "" "Forbidden you don't have the permission to access the requested resource." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:201 msgid "" "To correct this error, go to the :menuselection:`Apps` module and clear out " "the search terms. Then, search for `Gmail` or `Google` and upgrade the " ":guilabel:`Google Gmail` module. Finally, click on the three dots on the " "upper right of the module and select :guilabel:`Upgrade`." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:206 msgid "Application Type" msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:208 msgid "" "When creating the credentials (OAuth *Client ID* and *Client Secret*), if " ":guilabel:`Desktop App` is selected for the :guilabel:`Application Type`, an" " :guilabel:`Authorization Error` appears." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst-1 msgid "Error 400 Redirect URI Mismatch." msgstr "" #: ../../content/applications/general/email_communication/google_oauth.rst:215 msgid "" "To correct this error, delete the credentials already created and create new" " credentials, selecting :guilabel:`Web Application` for the " ":guilabel:`Application Type`. Then, under :guilabel:`Authorized redirect " "URIs`, click :guilabel:`ADD URI` and type: " "`https://yourdbname.odoo.com/google_gmail/confirm` in the field, being sure " "to replace *yourdbname* in the URL with the Odoo database name." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:3 msgid "Mailjet API" msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:5 msgid "" "Odoo is compatible with Mailjet's :abbr:`API (Application Programming " "Interface)` for mass mailing. Set up a dedicated mass mailing server through" " Mailjet by configuring settings in the Mailjet account and the Odoo " "database. In some circumstances, settings need to be configured on the " "custom domain's :abbr:`DNS (Domain Name System)` settings as well." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:11 msgid "Set up in Mailjet" msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:14 msgid "Create API credentials" msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:16 msgid "" "To get started, sign in to the `Mailjet Account Information " "`_ page. Next, navigate to the " ":guilabel:`Senders & Domains` section and click on :guilabel:`SMTP and SEND " "API Settings`." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst-1 msgid "" "SMTP and Send API Settings link in the Senders & Domains section of Mailjet." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:23 msgid "" "Then, copy the :abbr:`SMTP (Simple Mail Transfer Protocol)` configuration " "settings onto a notepad. They can be found under the " ":guilabel:`Configuration (SMTP only)` section. The :abbr:`SMTP (Simple Mail " "Transfer Protocol)` configuration settings include the server address, the " "security option needed (Use :abbr:`SSL (Secure Sockets Layer)`/:abbr:`TLS " "(Transport Layer Security)`), and the port number. The settings are needed " "to configure Mailjet in Odoo, which is covered in the :ref:`last section " "`." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:31 msgid "" "`Mailjet: How can I configure my SMTP parameters? " "`_" msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:35 msgid "" "Odoo :ref:`blocks port 25 ` on Odoo Online " "and Odoo.sh databases." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst-1 msgid "SMTP configuration from Mailjet." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:41 msgid "" "Next, click on the button labeled :guilabel:`Retrieve your API credentials` " "to retrieve the Mailjet API credentials." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:44 msgid "" "Then, click on the eye icon to reveal the :guilabel:`API key`. Copy this key" " to a notepad, as this serves as the :guilabel:`Username` in the Odoo " "configuration. Next, click on the :guilabel:`Generate Secret Key` button to " "generate the :guilabel:`Secret Key`. Copy this key to a notepad, as this " "serves as the :guilabel:`Password` in the Odoo configuration." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:50 msgid "Add verified sender address(es)" msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:52 msgid "" "The next step is to add a sender address or a domain to the Mailjet account " "settings so that the email address or domain is approved to send emails " "using Mailjet's servers. First, navigate to the `Mailjet Account Information" " `_ page. Next, click on the :guilabel:`Add" " a Sender Domain or Address` link under the :guilabel:`Senders & Domains` " "section." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst-1 msgid "Add a sender domain or address in the Mailjet interface." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:60 msgid "" "Determine if a sender's email address or the entire domain needs to be added" " to the Mailjet settings. It may be easier to configure the domain as a " "whole if :abbr:`DNS (Domain Name System)` access is available. Jump to the " ":ref:`Add a domain ` section for steps on " "adding the domain." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:66 msgid "" "Either all email addresses of the Odoo database users who are sending emails" " using Mailjet's servers need to be configured or the domain(s) of the " "users' email addresses can be configured." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:69 msgid "" "By default, the email address originally set up in the Mailjet account is " "added as a trusted sender. To add another email address, click on the button" " labeled :guilabel:`Add a sender address`. Then, add the email address that " "is configured to send from the custom domain." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:73 msgid "" "At minimum the following email addresses should be set up in the provider " "and verified in Mailjet:" msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:75 msgid "notifications\\@yourdomain.com" msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:76 msgid "bounce\\@yourdomain.com" msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:77 msgid "catchall\\@yourdomain.com" msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:80 msgid "" "Replace `yourdomain` with the custom domain for the Odoo database. If there " "isn't one, then use the :guilabel:`mail.catchall.domain` system parameter." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:83 msgid "" "After that, fill out the :guilabel:`Email Information` form, making sure to " "select the appropriate email type: transactional email or mass emails. After" " completing the form, an activation email is sent to the email address and " "the trusted sender can be activated." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:87 msgid "" "It is recommended to set up the :abbr:`SPF (Sender Policy " "Framework)`/:abbr:`DKIM (DomainKeys Identified Mail)`/:abbr:`DMARC (Domain-" "based Message Authentication, Reporting, and Conformance)` settings on the " "domain of the sender." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:92 #: ../../content/applications/general/email_communication/mailjet_api.rst:157 msgid "" "`Mailjet's SPF/DKIM/DMARC documentation " "`_" msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:96 msgid "" "If the database is not using a custom domain, then in order to verify the " "sender's address, a temporary alias (of the three email addresses mentioned " "above) should be set up in Odoo CRM to create a lead. Then, the database is " "able to receive the verification email and verify the accounts." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:104 msgid "Add a domain" msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:106 msgid "" "By adding an entire domain to the Mailjet account, all the sender addresses " "related to that domain are automatically validated for sending emails using " "Mailjet servers. First, navigate to the `Mailjet Account Information " "`_ page. Next, click on :guilabel:`Add a " "Sender Domain or Address` link under the :guilabel:`Senders & Domains` " "section. Then, click on :guilabel:`Add domain` to add the custom domain." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:113 msgid "" "The domain needs to be added to the Mailjet account and then validated " "through the :abbr:`DNS (Domain Name System)`." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:116 msgid "" "After that, fill out the :guilabel:`Add a new Domain` page on Mailjet and " "click :guilabel:`Continue`." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:119 msgid "" "After adding the domain, a validation page will populate. Unless the Odoo " "database is on-premise (in which case, choose :guilabel:`Option 1`), choose " ":guilabel:`Option 2: Create a DNS Record`. Copy the TXT record information " "to a notepad and then navigate to the domain's :abbr:`DNS (Domain Name " "System)` provider to complete validation." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst-1 msgid "The TXT record information to input on the domain's DNS." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:128 msgid "Setup in the domain's DNS" msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:130 msgid "" "After getting the TXT record information from the Mailjet account, add a TXT" " record to the domain's :abbr:`DNS (Domain Name System)`. This process " "varies depending on the :abbr:`DNS (Domain Name System)` provider. Consult " "the provider for specific configuration processes. The TXT record " "information consists of the :guilabel:`Host` and :guilabel:`Value`. Paste " "these into the corresponding fields in the TXT record." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:137 msgid "Return to Mailjet account information" msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:139 msgid "" "After adding the TXT record to the domain's :abbr:`DNS (Domain Name " "System)`, navigate back to the Mailjet account. Then, navigate to " ":menuselection:`Account Information --> Add a Sender Domain or Address`, " "click the gear icon next to :guilabel:`Domain`, and select " ":guilabel:`Validate`." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:143 msgid "" "This action can also be done by going to the `Sender domains & addresses " "`_ page on the Mailjet account " "information and clicking on :guilabel:`Manage`." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:146 msgid "" "Next, click :guilabel:`Check Now` to validate the TXT record that was added " "on the domain. A success screen will appear if the domain is configured " "correctly." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst-1 msgid "Check DNS record in Mailjet." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:152 msgid "" "After successfully setting up the domain, there is an option to " ":guilabel:`Authenticate this domain (SPF/DKIM)`. This button populates " ":abbr:`SPF (Sender Policy Framework)` & :abbr:`DKIM (DomainKeys Identified " "Mail) records to input into the :abbr:`DNS (Domain Name System)` provider." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst-1 msgid "Authenticate the domain with SPF/DKIM records in Mailjet." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:166 msgid "Set up in Odoo" msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:168 msgid "" "To complete the setup, navigate to the Odoo database and go to the " ":guilabel:`Settings`. With :ref:`developer-mode` turned on, go to the " ":menuselection:`Technical Menu --> Email --> Outgoing Mail Servers`. Then, " "create a new outgoing server configuration by clicking on the " ":guilabel:`Create` button." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:173 msgid "" "Next, input the `SMTP server` (in-v3.mailjet.com), `port number` (587 or " "465), and `Security (SSL/TLS)` that was copied earlier from the Mailjet " "account. They can also be found `here " "`_. It is recommended to use " ":abbr:`SSL (Secure Sockets Layer)`/:abbr:`TLS (Transport Layer Security)` " "even though Mailjet may not require it." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:178 msgid "" "For the :guilabel:`Username`, input the :guilabel:`API KEY`. For the " ":guilabel:`Password`, input the :guilabel:`SECRET KEY` that was copied from " "the Mailjet account to the notepad earlier. These settings can be found on " ":menuselection:`Mailjet --> Account Settings --> SMTP and SEND API " "Settings`." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst:183 msgid "" "Then, if the Mailjet server is used for mass emailing, set the " ":guilabel:`Priority` value higher than that of any transactional email " "server(s). Finally, save the settings and :guilabel:`Test the Connection`." msgstr "" #: ../../content/applications/general/email_communication/mailjet_api.rst-1 msgid "Odoo outgoing email server settings." msgstr "" #: ../../content/applications/general/integrations.rst:3 msgid "Integrations" msgstr "整合" #: ../../content/applications/general/integrations/barcodelookup.rst:5 msgid "Barcode Lookup" msgstr "" #: ../../content/applications/general/integrations/barcodelookup.rst:7 msgid "" "`Barcode Lookup `_ allows you to scan (or " "enter) products' barcodes (:abbr:`UPC (Universal Product Code)`, :abbr:`EAN " "(European Article Number)`, or :abbr:`ISBN (International Standard Book " "Number)`) to automatically create them in your Odoo database, complete with " "product names, descriptions, images, categories, etc." msgstr "" #: ../../content/applications/general/integrations/barcodelookup.rst:15 #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:10 #: ../../content/applications/general/users/azure.rst:22 #: ../../content/applications/general/users/google.rst:24 msgid "Configuration" msgstr "配置" #: ../../content/applications/general/integrations/barcodelookup.rst:17 msgid "" "If your database is hosted on **Odoo Online**, you can use Barcode Lookup " "without configuration." msgstr "" #: ../../content/applications/general/integrations/barcodelookup.rst:19 msgid "" "If your database is hosted on **Odoo.sh** or **on-premise**, proceed as " "follows:" msgstr "" #: ../../content/applications/general/integrations/barcodelookup.rst:21 msgid "" "Visit the `Barcode Lookup website `_ and " "click :guilabel:`Sign Up for the API`." msgstr "" #: ../../content/applications/general/integrations/barcodelookup.rst:23 msgid "" "Choose the appropriate plan based on the number of barcodes you need to " "scan." msgstr "" #: ../../content/applications/general/integrations/barcodelookup.rst:24 msgid "Fill in the required details and complete the registration process." msgstr "" #: ../../content/applications/general/integrations/barcodelookup.rst:25 msgid "Copy the API key." msgstr "" #: ../../content/applications/general/integrations/barcodelookup.rst:26 msgid "" "In Odoo, open the Settings app, scroll down to the :guilabel:`Integrations` " "section, and, under :guilabel:`Barcode Database`, paste the Barcode Lookup " ":guilabel:`API Key`." msgstr "" #: ../../content/applications/general/integrations/barcodelookup.rst:30 msgid "Use" msgstr "使用" #: ../../content/applications/general/integrations/barcodelookup.rst:32 msgid "" "To fill in product information using Barcode Lookup, create a new product " "and fill in the :guilabel:`Barcode` field. The product's details are then " "automatically imported from Barcode Lookup, updating the following fields: " ":guilabel:`Name`, :guilabel:`Price`, :guilabel:`Description`, " ":guilabel:`Tax`, :guilabel:`Image`, :guilabel:`Weight`, " ":guilabel:`Attributes`, :guilabel:`Product category`, and " ":guilabel:`Volume`. You can then modify any field(s) as needed." msgstr "" #: ../../content/applications/general/integrations/barcodelookup.rst:39 msgid "" ":ref:`Create new products during internal transfers using the Barcode Lookup" " database `." msgstr "" #: ../../content/applications/general/integrations/geolocation.rst:3 msgid "Geolocation" msgstr "地理位置" #: ../../content/applications/general/integrations/geolocation.rst:5 msgid "" "You can locate contacts or places and generate routes on a map in Odoo." msgstr "" #: ../../content/applications/general/integrations/geolocation.rst-1 msgid "Map displaying a contact's location." msgstr "" #: ../../content/applications/general/integrations/geolocation.rst:10 msgid "" "To use the feature, open the :guilabel:`Settings` app, and, under the " ":guilabel:`Integrations`, section, activate :guilabel:`Geo Localization`. " "Then, choose between using the OpenStreetMap or Google Places API." msgstr "" #: ../../content/applications/general/integrations/geolocation.rst:14 msgid "**OpenStreetMap**" msgstr "" #: ../../content/applications/general/integrations/geolocation.rst:16 msgid "" "OpenStreetMap is a free, open geographic database updated and maintained by " "volunteers. To use it, select :guilabel:`Open Street Map`." msgstr "" #: ../../content/applications/general/integrations/geolocation.rst:20 msgid "" "OpenStreetMap might not always be accurate. You can `join the OpenStreetMap " "community `_ to fix any issues " "encountered." msgstr "" #: ../../content/applications/general/integrations/geolocation.rst:23 msgid "**Google Places API map**" msgstr "" #: ../../content/applications/general/integrations/geolocation.rst:25 msgid "" "The Google Places API map provides detailed info on places, businesses, and " "points of interest. It supports location-based features like search, " "navigation, and recommendations." msgstr "" #: ../../content/applications/general/integrations/geolocation.rst:29 msgid "" "Using the Google Places API could require `payment to Google " "`_." msgstr "" #: ../../content/applications/general/integrations/geolocation.rst:32 msgid "" "To use it, select :guilabel:`Google Place Map` and enter your :ref:`API Key " "`." msgstr "" #: ../../content/applications/general/integrations/geolocation.rst-1 msgid "Google Places API key" msgstr "" #: ../../content/applications/general/integrations/geolocation.rst:39 msgid "" ":doc:`/applications/websites/website/configuration/address_autocomplete`" msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:3 msgid "Google Translate" msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:5 msgid "" "*Google Translate* can be used to translate user generated text in the Odoo " "chatter." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:8 msgid "Google API console" msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:10 msgid "" "A majority of the setup for integrating *Google Translate* into Odoo is done" " with the *Google API console*. Once the following processes are complete, " "an *API key* is created to input in Odoo." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:14 msgid "" "`Google Translate setup on Google " "`_" msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:19 msgid "" "To get started, go to the `Google API Console " "`_. Then, log in with a *Google " "Workspace* account, if there is one. If not, log in with a personal Gmail " "account (this should match the email address that has billing attached to " "it)." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:23 msgid "" "Next, click :guilabel:`Create Project` on the far-right of the " ":guilabel:`OAuth consent screen`." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:26 msgid "" "If the *Google API Console* has existing projects, click the drop-down menu " "next to the :guilabel:`Google Cloud` icon, and a pop-over window appears. " "Next, click :guilabel:`New Project` top-right of the pop-over window." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:30 msgid "" "On the :guilabel:`New Project` screen, rename the :guilabel:`Project name` " "to `Odoo Translate`, and browse for the :guilabel:`Location`. Set the " ":guilabel:`Location` as the *Google Workspace organization*. If a personal " "Gmail account is being used, leave the :guilabel:`Location` as :guilabel:`No" " Organization`." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:42 msgid "API library" msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:44 msgid "" "Next, the *Cloud Translation API* needs to be installed on this newly-" "created project. To do that, click :menuselection:`Library` in the left " "menu. Then, search the term `Cloud Translation API`, and click into the " "result. This should be a *Google Enterprise API* labeled :guilabel:`Cloud " "Translation API`." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:49 msgid "Click :guilabel:`Enable` to install the library on this project." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:52 msgid "" "Using the *Google Translate* API **requires** a current billing account with" " `Google `_." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:55 msgid "" "Once a billing account is setup with *Google* and the library is enabled, " "click :guilabel:`Manage` to finish configuration on the API." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:61 msgid "" "Now that the project is set up, and the *Cloud Translation API* is enabled, " "credentials **must** be created. This includes the *API key*." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:64 msgid "" "To begin this process, click :menuselection:`Credentials` in the left " "sidebar menu." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:66 msgid "" "Then, click :guilabel:`Create Credentials` in the top menu, and select " ":guilabel:`API key` from the drop-down menu." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst-1 msgid "Create an API key in the Google API console." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:73 msgid "Copy the :guilabel:`API key` for use in the next section." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:76 msgid "For security purposes, the usage of the *API key* can be restricted." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:78 msgid "" "To do that, go to the *API restrictions* by clicking on :guilabel:`Edit API " "key` in the pop-over window, or by clicking on the listed API key on the " ":guilabel:`Credentials` page. From here, key restrictions can be set. This " "includes setting an application to restrict the use of the API key, and " "whether this API key can call any API." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:83 msgid "" "It is recommended that the Odoo *Translate API* be restricted to **only** " "allow requests from the configured Odoo database and to the *Cloud " "Translation API*." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:86 msgid "" "To add the website restriction, click :guilabel:`Websites`, under the " ":guilabel:`Set an application restriction`. Then, enter the address of the " "database *Google Translate* is being used in, by clicking on " ":guilabel:`Add`. Lastly, add the :abbr:`URL (Uniform Resource Locator)`, and" " click :guilabel:`Done`." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:91 msgid "" "To restrict use of the key to a selected API, first, select " ":guilabel:`Restrict key`, under the :guilabel:`API restrictions` section. " "Then use the drop-down menu to choose the API being configured (*Cloud " "Translation API*)." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:96 msgid "Save the API key: copy the API key and store it somewhere secure." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:97 msgid "" "Do **not** share the API key publicly or expose it in client-side code." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:100 msgid "Odoo configuration" msgstr "Odoo 配置" #: ../../content/applications/general/integrations/google_translate.rst:102 msgid "" "To access the integration in Odoo, navigate to the :menuselection:`Settings " "app --> Discuss section`. Enter the API key into the field labeled " ":guilabel:`Message Translation`. Then, :guilabel:`Save` the settings, and " "*Google Translate* can be used in any chatter throughout the database." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst-1 msgid "Odoo configuration of the API key from the *Google API Console*." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:112 msgid "Translate chatter" msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:114 msgid "" "To translate a user's text from another language, click the :guilabel:`... " "(three dot)` icon menu to the right of the chatter. Then, select " ":guilabel:`Translate`. The content translates to the *language* set on the " "user's preferences." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst-1 msgid "Google Translate present in an Odoo database's chatter." msgstr "" #: ../../content/applications/general/integrations/google_translate.rst:123 msgid ":ref:`language/install`" msgstr "" #: ../../content/applications/general/integrations/mail_plugins.rst:5 msgid "Mail Plugins" msgstr "" #: ../../content/applications/general/integrations/mail_plugins.rst:13 msgid "" "Mail Plugins are connectors that bridge your mailbox with your Odoo " "database. With them, you can interact with your Odoo database directly from " "your mailbox by:" msgstr "" #: ../../content/applications/general/integrations/mail_plugins.rst:16 msgid "Creating leads and centralizing prospects' emails into the CRM app." msgstr "" #: ../../content/applications/general/integrations/mail_plugins.rst:17 msgid "Generating tasks in any Odoo project." msgstr "" #: ../../content/applications/general/integrations/mail_plugins.rst:18 msgid "Creating tickets in the Helpdesk app." msgstr "" #: ../../content/applications/general/integrations/mail_plugins.rst:19 msgid "Searching and storing insights on your contacts." msgstr "" #: ../../content/applications/general/integrations/mail_plugins.rst:21 msgid "" "Mail Plugins are available for :doc:`Outlook ` and " ":doc:`Gmail `." msgstr "" #: ../../content/applications/general/integrations/mail_plugins.rst:27 msgid "Pricing" msgstr "定價" #: ../../content/applications/general/integrations/mail_plugins.rst:29 msgid "Mail Plugins are **free** to install and use." msgstr "" #: ../../content/applications/general/integrations/mail_plugins.rst:31 msgid "" "However, they can provide **Lead Enrichment**, which is part of a paid " "service known as **Lead Generation**." msgstr "" #: ../../content/applications/general/integrations/mail_plugins.rst:34 msgid "" "Mail plugins allow you to test Lead Enrichment for free, whether you connect" " the plugins to a database or not. After a while, the plugins ask you to buy" " :doc:`../../essentials/in_app_purchase` credits if you would like to keep " "using this service." msgstr "" #: ../../content/applications/general/integrations/mail_plugins.rst:41 msgid "Lead Generation IAP service" msgstr "" #: ../../content/applications/general/integrations/mail_plugins.rst:43 msgid "" "Lead Enrichment uses the *Lead Generation IAP service*. Each request " "consumes one *Lead Generation credit*." msgstr "" #: ../../content/applications/general/integrations/mail_plugins.rst:46 msgid "" "To buy credits, go to :menuselection:`Settings --> CRM --> Lead Enrichment " "--> Buy credits` and select a package." msgstr "" #: ../../content/applications/general/integrations/mail_plugins.rst:50 msgid "" "If you are out of credits, the only information populated when clicking on " "the suggested company is its website link and logo." msgstr "" #: ../../content/applications/general/integrations/mail_plugins.rst:52 msgid "" "Check out the `Lead Generation IAP service Privacy Policy " "`_." msgstr "" #: ../../content/applications/general/integrations/mail_plugins.rst:56 msgid ":doc:`../../essentials/in_app_purchase`" msgstr ":doc:`../../essentials/in_app_purchase`" #: ../../content/applications/general/integrations/mail_plugins.rst:57 msgid "`Odoo Tutorials: Lead Enrichment `_" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:3 msgid "Gmail Plugin" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:5 msgid "" "The *Gmail Plugin* integrates an Odoo database with a Gmail inbox, so users " "can keep track of all their work between Gmail and Odoo, without losing any " "information." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:9 msgid "Odoo Online users" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:11 msgid "" "For databases hosted on Odoo Online (or Odoo.sh), follow the steps below to " "configure the Gmail Plugin." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:15 #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:94 msgid "Install the Gmail Plugin" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:17 msgid "" "First, log in to the Gmail account that the user wishes to connect to Odoo." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:19 msgid "" "From the Gmail inbox, click the plus sign icon on the right side panel to " "get add-ons. If the side panel is not visible, click on the arrow icon at " "the bottom right corner of the inbox to reveal it." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst-1 msgid "Plus sign icon on the Gmail inbox side panel." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:26 msgid "" "Then, use the search bar to search for `Odoo` and locate the :guilabel:`Odoo" " Inbox Addin`." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst-1 msgid "Odoo Inbox Addin on Google Workspace Marketplace." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:32 msgid "" "Or, go directly to the :guilabel:`Odoo Inbox Addin` page on the `Google " "Workspace Marketplace " "`_." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:35 msgid "" "Once the plugin is located, click :guilabel:`Install`. Then, click " ":guilabel:`Continue` to start the installation." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:38 msgid "" "Next, select which Gmail account the user wishes to connect to Odoo. Then " "click :guilabel:`Allow` to let Odoo access the Google account. Google will " "then show a pop-up window confirming that the installation was successful." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:43 #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:134 msgid "Configure the Odoo database" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:45 #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:136 msgid "" "The :guilabel:`Mail Plugin` feature must be enabled in the Odoo database in " "order to use the Gmail Plugin. To enable the feature, go to " ":menuselection:`Settings --> General Settings`. Under the " ":guilabel:`Integrations` section, activate :guilabel:`Mail Plugin`, and then" " click :guilabel:`Save`." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst-1 #: ../../content/applications/general/integrations/mail_plugins/gmail.rst-1 msgid "The Mail Plugin feature in the Settings." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:55 #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:145 msgid "Configure the Gmail inbox" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:57 #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:147 msgid "" "In the Gmail inbox, a purple Odoo icon is now visible on the right side " "panel. Click on the Odoo icon to open up the Odoo plugin window. Then, click" " on any email in the inbox. Click :guilabel:`Authorize Access` in the plugin" " window to grant Odoo access to the Gmail inbox." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst-1 #: ../../content/applications/general/integrations/mail_plugins/gmail.rst-1 msgid "" "The Authorize Access button in the right sidebar of the Odoo plugin panel." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:65 #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:155 msgid "" "Next, click :guilabel:`Login`. Then, enter the URL of the Odoo database that" " the user wishes to connect to the Gmail inbox, and log in to the database." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:69 #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:159 msgid "" "Use the general URL for the database, not the URL of a specific page in the " "database. For example, use `https://mycompany.odoo.com`, not " "`https://mycompany.odoo.com/web#cids=1&action=menu`." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:73 #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:163 msgid "" "Finally, click :guilabel:`Allow` to let Gmail access the Odoo database. The " "browser will then show a :guilabel:`Success!` message. After that, close the" " window. The Gmail inbox and Odoo database are now connected." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:78 msgid "Odoo On-Premise users" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:80 msgid "" "For databases hosted on servers other than Odoo Online (or Odoo.sh), follow " "the steps below to configure the Gmail Plugin." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:84 msgid "" "As part of their security guidelines, Google requires add-on creators to " "provide a list of URLs that can be used in actions and redirections launched" " by the add-on. This protects users by ensuring, for example, that no add-on" " redirects users toward a malicious website. (Read more on `Google Apps " "Script `_.)" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:89 msgid "" "Since Odoo can only list the `odoo.com` domain and not every on-premise " "customer's unique server domain, on-premise customers cannot install the " "Gmail Plugin from the Google Workspace Marketplace." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:96 msgid "" "First, access the `GitHub repository `_ for the Odoo Mail Plugins. Next, click on the green " ":guilabel:`Code` button. Then, click :guilabel:`Download ZIP` to download " "the Mail Plugin files onto the user's computer." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst-1 msgid "" "Download the ZIP file from the Odoo GitHub repository for Mail Plugins." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:104 msgid "" "Open the ZIP file on the computer. Then, go to :menuselection:`mail-client-" "extensions-master --> gmail --> src --> views`, and open the " ":file:`login.ts` file using any text editor software, such as Notepad " "(Windows), TextEdit (Mac), or Visual Studio Code." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:108 msgid "" "Delete the following three lines of text from the :file:`login.ts` file:" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:116 msgid "" "This removes the `odoo.com` domain constraint from the Gmail Plugin program." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:118 msgid "" "Next, in the ZIP file, go to :menuselection:`mail-client-extensions-master " "--> gmail`, and open the file called :guilabel:`appsscript.json`. In the " ":guilabel:`urlFetchWhitelist` section, replace all the references to " "`odoo.com` with the Odoo customer's unique server domain." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:122 msgid "" "Then, in the same :guilabel:`gmail` folder, open the file called " ":guilabel:`README.md`. Follow the instructions in the :guilabel:`README.md` " "file to push the Gmail Plugin files as a Google Project." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:126 msgid "" "The computer must be able to run Linux commands in order to follow the " "instructions on the :guilabel:`README.md` file." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/gmail.rst:129 msgid "" "After that, share the Google Project with the Gmail account that the user " "wishes to connect to Odoo. Then, click :guilabel:`Publish` and " ":guilabel:`Deploy from manifest`. Lastly, click :guilabel:`Install the add-" "on` to install the Gmail Plugin." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:3 msgid "Outlook Plugin" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:5 msgid "" "Outlook allows for third-party applications to connect in order to execute " "database actions from emails. Odoo has a plugin for Outlook that allows for " "the creation of an opportunity from the email panel." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:12 msgid "" "The Outlook :doc:`Mail Plugin <../mail_plugins>` needs to be configured both" " on Odoo and Outlook." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:17 msgid "Enable Mail Plugin" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:19 msgid "" "First, enable the *Mail Plugin* feature in the database. Go to " ":menuselection:`Settings --> General Settings --> Integrations`, enable " ":guilabel:`Mail Plugin`, and :guilabel:`Save` the configuration." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:25 msgid "Install the Outlook Plugin" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:27 msgid "" "Download (:menuselection:`Save Page As --> Web Page XML only`) the following" " XML file to upload later: " "`https://download.odoocdn.com/plugins/outlook/manifest.xml " "`_." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:31 msgid "" "Next, open the Outlook mailbox, and select any email. After completing this," " click on the :guilabel:`More actions` button in the upper right-side and " "select :guilabel:`Get Add-ins`." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst-1 msgid "More actions button in Outlook" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:39 msgid "" "For locally installed versions of Microsoft Outlook, access the " ":guilabel:`Get Add-ins` menu item while in preview mode (**not** with a " "message open). First, click on the :guilabel:`... (ellipsis)` icon in the " "upper right of the previewed message, then scroll down, and click on " ":guilabel:`Get Add-ins`." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:44 msgid "" "Following this step, select the :guilabel:`My add-ins` tab on the left-side." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst-1 msgid "My add-ins in Outlook" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:50 msgid "" "Under :guilabel:`Custom add-ins` towards the bottom, click on :guilabel:`+ " "Add a custom add-in`, and then on :guilabel:`Add from file...`" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst-1 msgid "Custom add-ins in Outlook" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:57 msgid "" "For the next step, attach the `manifest.xml` file downloaded above, and " "press :guilabel:`OK`. Next, read the warning and click on " ":guilabel:`Install`." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst-1 msgid "Custom add-in installation warning in Outlook" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:67 msgid "Connect the database" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:69 msgid "" "Now, Outlook will be connected to the Odoo database. First, open any email " "in the Outlook mailbox, click on the :guilabel:`More actions` button in the " "upper right-side, and select :guilabel:`Odoo for Outlook`." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst-1 msgid "Odoo for Outlook add-in button" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:77 msgid "" "The right-side panel can now display **Company Insights**. At the bottom, " "click on :guilabel:`Login`." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst-1 msgid "Logging in the Odoo database" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:85 msgid "" "Only a limited amount of **Company Insights** (*Lead Enrichment*) requests " "are available as a trial database. This feature requires :ref:`prepaid " "credits `." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:89 msgid "" "If, after a short while, the panel is still empty, it is possible that the " "browser cookie settings prevented it from loading. Note that these settings " "also change if the browser is in \"Incognito\" mode." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:93 msgid "" "To fix this issue, configure the browser to always allow cookies on Odoo's " "plugin page." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:95 msgid "" "For Google Chrome, change the browser cookie settings by following the guide" " at: `https://support.google.com/chrome/answer/95647 " "`_ and adding " "`download.odoo.com` to the list of :guilabel:`Sites that can always use " "cookies`." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:100 msgid "Once this is complete, the Outlook panel needs to be opened again." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:102 msgid "Now, enter the Odoo database URL and click on :guilabel:`Login`." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst-1 msgid "Entering the Odoo database URL" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:108 msgid "Next, click on :guilabel:`Allow` to open the pop-up window." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst-1 msgid "New window pop-up warning" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:114 msgid "" "If the user isn't logged into the database, enter the credentials. Click on " ":guilabel:`Allow` to let the Outlook Plugin connect to the database." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst-1 msgid "Allowing the Outlook Plugin to connect to a database" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:124 msgid "Add a shortcut to the plugin" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:126 msgid "" "By default, the Outlook Plugin can be opened from the *More actions* menu. " "However, to save time, it's possible to add it next to the other default " "actions." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:129 msgid "" "In the Outlook mailbox, click on :guilabel:`Settings`, then on " ":guilabel:`View all Outlook settings`." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst-1 msgid "Viewing all Outlook settings" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:136 msgid "" "Now, select :guilabel:`Customize actions` under :guilabel:`Mail`, click on " ":guilabel:`Odoo for Outlook`, and then :guilabel:`Save`." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst-1 #: ../../content/applications/general/integrations/mail_plugins/outlook.rst-1 msgid "Odoo for Outlook customized action" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:143 msgid "Following this step, open any email; the shortcut should be displayed." msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:150 msgid "Using the plugin" msgstr "" #: ../../content/applications/general/integrations/mail_plugins/outlook.rst:152 msgid "" "Now that the plug-in is installed and operational, all that needs to be done" " to create a lead is to click on the `O` [Odoo icon] or navigate to " ":guilabel:`More actions` and click on :guilabel:`Odoo for Outlook`. The side" " panel will appear on the right-side, and under :guilabel:`Opportunities` " "click on :guilabel:`New`. A new window with the created opportunity in the " "Odoo database will populate." msgstr "" #: ../../content/applications/general/integrations/unsplash.rst:3 msgid "Unsplash" msgstr "" #: ../../content/applications/general/integrations/unsplash.rst:5 msgid "" "**Unsplash** is a recognized stock photography library integrated with Odoo." msgstr "" #: ../../content/applications/general/integrations/unsplash.rst:7 msgid "" "If your database is hosted on **Odoo Online**, you can access Unsplash " "pictures without configuration." msgstr "" #: ../../content/applications/general/integrations/unsplash.rst:10 msgid "" "If your database is hosted on **Odoo.sh or on-premise**, proceed as follows:" msgstr "" #: ../../content/applications/general/integrations/unsplash.rst:12 msgid "" "To **generate an Unsplash access key**, create or sign in to an `Unsplash " "account `_." msgstr "" #: ../../content/applications/general/integrations/unsplash.rst:15 msgid "" "Access your `applications dashboard " "`_, click :guilabel:`New " "Application`, select all checkboxes, and click :guilabel:`Accept terms`." msgstr "" #: ../../content/applications/general/integrations/unsplash.rst:18 msgid "" "In the pop-up window, enter your :guilabel:`Application Name`, starting with" " the prefix `Odoo:` (e.g., `Odoo: connection`), so Unsplash recognizes it as" " an Odoo instance. Then, add a :guilabel:`Description` and click " ":guilabel:`Create application`." msgstr "" #: ../../content/applications/general/integrations/unsplash.rst:22 msgid "" "On the application details page, scroll down to the :guilabel:`Keys` section" " and copy the :guilabel:`Access Key` and :guilabel:`Application ID`." msgstr "" #: ../../content/applications/general/integrations/unsplash.rst:25 msgid "" "In Odoo, go to :menuselection:`General Settings` and enable the " ":guilabel:`Unsplash Image Library` feature. Then, enter the Unsplash " ":guilabel:`Access Key` and :guilabel:`Application ID`." msgstr "" #: ../../content/applications/general/integrations/unsplash.rst:29 msgid "" "As a non-Odoo Online user, you are limited to a test key with a maximum of " "50 Unsplash requests per hour." msgstr "" #: ../../content/applications/general/iot.rst:7 msgid "Internet of Things (IoT)" msgstr "物聯網 (IoT)" #: ../../content/applications/general/iot.rst:9 msgid "" "Odoo Internet of Things (IoT) allows to connect physical devices such as " "barcode scanners, receipt printers, payment terminals, measurement tools, " "etc. to an Odoo database using an IoT system." msgstr "" #: ../../content/applications/general/iot.rst:12 msgid "The following IoT systems are supported:" msgstr "" #: ../../content/applications/general/iot.rst:14 msgid "" ":doc:`IoT box `: micro-computer, plug-and-play device (i.e., " "the Odoo IoT program is pre-installed);" msgstr "" #: ../../content/applications/general/iot.rst:16 msgid "" ":doc:`Windows virtual IoT `: Odoo IoT program for Windows " "that can be installed on a Windows computer." msgstr "" #: ../../content/applications/general/iot.rst:20 #: ../../content/applications/general/iot/windows_iot.rst:25 msgid "" ":abbr:`MRP (Material Requirement Planning)` devices, including cameras and " "measurement tools, are not compatible with Windows virtual IoT." msgstr "" #: ../../content/applications/general/iot.rst:22 msgid "Multiple IoT systems can be used at the same time." msgstr "" #: ../../content/applications/general/iot.rst:23 #: ../../content/applications/general/iot/windows_iot.rst:27 msgid "" "It is also possible to create a Windows Virtual Machine on a MacOS/Linux " "computer. However, this option is not supported by Odoo, and no " "troubleshooting assistance will be provided." msgstr "" #: ../../content/applications/general/iot.rst:29 msgid "IoT box subscription" msgstr "" #: ../../content/applications/general/iot.rst:31 msgid "" "An IoT box subscription is required for production use of IoT systems. If " "you have issues related to your subscription, contact the database's account" " manager or Odoo partner for assistance." msgstr "" #: ../../content/applications/general/iot.rst:35 msgid "" "If the subscription is linked to an `Odoo.com `_ " "portal user, check the information on the portal's subscription page." msgstr "" #: ../../content/applications/general/iot.rst:39 msgid "" "`Odoo's compatible IoT devices `_" msgstr "" #: ../../content/applications/general/iot.rst:40 msgid "" "`Odoo Tutorials: Internet of Things (IoT) Tutorials " "`_" msgstr "" #: ../../content/applications/general/iot.rst:42 msgid "`IoT system FAQ `_" msgstr "" #: ../../content/applications/general/iot/connect.rst:3 msgid "IoT system connection to Odoo" msgstr "" #: ../../content/applications/general/iot/connect.rst:6 #: ../../content/applications/general/iot/windows_iot.rst:16 msgid "Prerequisites" msgstr "先修課程" #: ../../content/applications/general/iot/connect.rst:8 msgid "" "To connect the IoT system to an Odoo database, the following prerequisites " "must be met:" msgstr "" #: ../../content/applications/general/iot/connect.rst:10 msgid "" "The Internet of Things (IoT) app must be :ref:`installed `." msgstr "" #: ../../content/applications/general/iot/connect.rst:11 msgid "The IoT system must be connected to the network." msgstr "" #: ../../content/applications/general/iot/connect.rst:12 msgid "" "The computer connecting to Odoo must be on the same network as the IoT " "system." msgstr "" #: ../../content/applications/general/iot/connect.rst:15 msgid "" "It is recommended to connect the IoT system to a **production** instance, as" " other types of environments may cause issues (e.g., with :ref:`HTTPS " "certificate generation `)." msgstr "" #: ../../content/applications/general/iot/connect.rst:20 msgid ":doc:`iot_box`" msgstr "" #: ../../content/applications/general/iot/connect.rst:21 msgid ":doc:`windows_iot`" msgstr "" #: ../../content/applications/general/iot/connect.rst:24 #: ../../content/applications/general/iot/devices/camera.rst:12 #: ../../content/applications/general/iot/devices/footswitch.rst:14 #: ../../content/applications/general/iot/devices/printer.rst:16 #: ../../content/applications/general/iot/devices/screen.rst:18 msgid "Connection" msgstr "連接" #: ../../content/applications/general/iot/connect.rst:26 msgid "" "The IoT system can be connected to the Odoo database using a :ref:`pairing " "code ` or a :ref:`connection token " "`." msgstr "" #: ../../content/applications/general/iot/connect.rst:32 msgid "Connection using a pairing code" msgstr "" #: ../../content/applications/general/iot/connect.rst:35 msgid "" "The pairing code is displayed for up to 5 minutes after the IoT system " "starts. If the code is no longer visible, reboot the IoT box or " ":ref:`restart the Windows virtual IoT service ` to " "display the pairing code again. Alternatively, connect the IoT system to the" " database using a :ref:`connection token `." msgstr "" #: ../../content/applications/general/iot/connect.rst:39 msgid "" "The pairing code is not displayed if the IoT system is already connected to " "a database (e.g., a test database)." msgstr "" #: ../../content/applications/general/iot/connect.rst:42 msgid "Retrieve the IoT's system pairing code:" msgstr "" #: ../../content/applications/general/iot/connect.rst:46 #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:17 #: ../../content/applications/general/iot/iot_box.rst:3 msgid "IoT box" msgstr "IoT Box 物聯網盒子" #: ../../content/applications/general/iot/connect.rst:48 msgid "" "Connect the IoT box to an external monitor or printer. If the IoT box was " "already plugged prior to this, reboot it by unplugging it for a few seconds " "and replugging it." msgstr "" #: ../../content/applications/general/iot/connect.rst:51 msgid "" "External monitor: The pairing code should be displayed on the screen a few " "minutes after rebooting the IoT box." msgstr "" #: ../../content/applications/general/iot/connect.rst:53 msgid "Printer: The pairing code should be printed automatically." msgstr "" #: ../../content/applications/general/iot/connect.rst:56 msgid "" "If no external monitor or printer is connected to the IoT box, access the " ":ref:`IoT box's homepage `; the code is displayed in " "the :guilabel:`Pairing Code` section." msgstr "" #: ../../content/applications/general/iot/connect.rst:60 #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:60 #: ../../content/applications/general/iot/windows_iot.rst:3 msgid "Windows virtual IoT" msgstr "" #: ../../content/applications/general/iot/connect.rst:62 msgid "" "On the computer with the Windows virtual IoT installed, open the IoT " "system's homepage in a web browser by navigating to the URL " "`http://localhost:8069`. Then, scroll to the :guilabel:`Pairing Code` " "section." msgstr "" #: ../../content/applications/general/iot/connect.rst:66 #: ../../content/applications/general/iot/connect.rst:75 msgid "In Odoo, open the IoT app and click :guilabel:`Connect`." msgstr "" #: ../../content/applications/general/iot/connect.rst:67 msgid "" "In the :guilabel:`Connect an IoT Box` popup that opens, enter the " ":guilabel:`Pairing code`." msgstr "" #: ../../content/applications/general/iot/connect.rst:68 msgid "Click :guilabel:`Pair`." msgstr "" #: ../../content/applications/general/iot/connect.rst:73 msgid "Connection using a connection token" msgstr "" #: ../../content/applications/general/iot/connect.rst:76 msgid "" "In the :guilabel:`Connect an IoT Box` popup that opens, copy the " ":guilabel:`Token`." msgstr "" #: ../../content/applications/general/iot/connect.rst:77 #: ../../content/applications/general/iot/devices/printer.rst:177 msgid "" "Access the :ref:`IoT box's ` or :ref:`Windows virtual " "IoT's ` homepage." msgstr "" #: ../../content/applications/general/iot/connect.rst:79 msgid "" "In the :guilabel:`Odoo database connected` section, click " ":guilabel:`Configure`." msgstr "" #: ../../content/applications/general/iot/connect.rst:80 msgid "" "Paste the token into the :guilabel:`Server Token` field and click " ":guilabel:`Connect`." msgstr "" #: ../../content/applications/general/iot/connect.rst:85 msgid "IoT system form" msgstr "" #: ../../content/applications/general/iot/connect.rst:87 msgid "" "Once the IoT system is connected to the Odoo database, it is displayed as a " "card in the IoT app. Click the IP address on the card to access the " ":ref:`IoT box's ` or :ref:`Windows virtual IoT's " "` homepage. Click the card to access the list of " ":doc:`devices ` connected to the IoT system." msgstr "" #: ../../content/applications/general/iot/connect.rst:93 msgid "" ":ref:`Enable the developer mode ` to access the IoT system's" " :guilabel:`Technical Information`, such as its :guilabel:`Identifier`, " ":guilabel:`Domain address`, and :guilabel:`Image version`." msgstr "" #: ../../content/applications/general/iot/connect.rst:98 msgid "" "By default, drivers are automatically :ref:`udpated " "` every time the IoT system is restarted. To " "disable automatic updates, uncheck the :guilabel:`Automatic drivers update` " "option." msgstr "" #: ../../content/applications/general/iot/connect.rst:105 msgid "Troubleshooting" msgstr "" #: ../../content/applications/general/iot/connect.rst:108 msgid "The pairing code does not appear or does not work" msgstr "" #: ../../content/applications/general/iot/connect.rst:110 msgid "" "The :ref:`pairing code ` might not be displayed or" " printed under the following circumstances:" msgstr "" #: ../../content/applications/general/iot/connect.rst:113 msgid "The IoT system is not connected to the Internet." msgstr "" #: ../../content/applications/general/iot/connect.rst:114 msgid "The IoT system is already connected to an Odoo database." msgstr "" #: ../../content/applications/general/iot/connect.rst:115 msgid "" "The :ref:`pairing code ` display time has expired." " Reboot the IoT box or :ref:`restart the Windows virtual IoT service " "` to display the pairing code again." msgstr "" #: ../../content/applications/general/iot/connect.rst:118 msgid "" "The IoT system's image version is too old and needs to be :ref:`updated " "`." msgstr "" #: ../../content/applications/general/iot/connect.rst:122 msgid "The IoT system is connected but does not appear in the database" msgstr "" #: ../../content/applications/general/iot/connect.rst:124 msgid "" "The IoT system might take a few minutes to restart when it connects to a " "database. If it still does not appear after a few minutes:" msgstr "" #: ../../content/applications/general/iot/connect.rst:127 msgid "" "Verify that the IoT system can reach the database and the server does not " "use a multi-database environment." msgstr "" #: ../../content/applications/general/iot/connect.rst:129 msgid "" "Reboot the IoT box or :ref:`restart the Windows virtual IoT service " "`." msgstr "" #: ../../content/applications/general/iot/connect.rst:132 msgid "The IoT box is connected to the Odoo database but cannot be reached" msgstr "" #: ../../content/applications/general/iot/connect.rst:134 msgid "" "Verify that the IoT system and the computer running the Odoo database are " "connected to the same network." msgstr "" #: ../../content/applications/general/iot/connect.rst:138 msgid "" "The Windows virtual IoT's homepage cannot be accessed from another device" msgstr "" #: ../../content/applications/general/iot/connect.rst:140 msgid "Check the :ref:`iot/windows-iot/firewall`." msgstr "" #: ../../content/applications/general/iot/connect.rst:143 msgid "The IoT system is disconnected from the database after an Odoo upgrade" msgstr "" #: ../../content/applications/general/iot/connect.rst:145 msgid "" ":ref:`Update the IoT system's image ` by " "flashing the IoT box's card or :ref:`uninstalling the Windows virtual IoT " "program ` and :ref:`reinstalling ` the latest package for Windows **matching your database's" " version**." msgstr "" #: ../../content/applications/general/iot/devices.rst:7 msgid "Devices" msgstr "設備" #: ../../content/applications/general/iot/devices.rst:10 msgid "" ":doc:`Connect a Worldline payment terminal " "<../../sales/point_of_sale/payment_methods/terminals/worldline>`" msgstr "" #: ../../content/applications/general/iot/devices.rst:12 msgid "" ":doc:`Connect an Ingenico payment terminal " "<../../sales/point_of_sale/payment_methods/terminals/ingenico>`" msgstr "" #: ../../content/applications/general/iot/devices/camera.rst:3 msgid "Connect a camera" msgstr "" #: ../../content/applications/general/iot/devices/camera.rst:5 msgid "" "A camera can be connected to an :abbr:`IoT (Internet of Things)` box with an" " Odoo database in just a few steps. Once a camera is connected to an " ":abbr:`IoT (Internet of Things)` box, it can be used in a manufacturing " "process, or it can be linked to a quality control point/quality check. Doing" " so allows for the taking of pictures when a chosen quality control " "point/check has been reached, or when a specific key is pressed during " "manufacturing." msgstr "" #: ../../content/applications/general/iot/devices/camera.rst:14 msgid "" "To connect a camera to an :abbr:`IoT (Internet of Things)` box, simply " "connect the two via cable. This is usually done with a :abbr:`USB (Universal" " Serial Bus)` cable of some sort." msgstr "" #: ../../content/applications/general/iot/devices/camera.rst:17 msgid "" "If the camera is `supported `_, " "there is no need to set up anything, as it'll be detected as soon as it's " "connected." msgstr "" #: ../../content/applications/general/iot/devices/camera.rst-1 msgid "Camera recognized on the IoT box." msgstr "" #: ../../content/applications/general/iot/devices/camera.rst:25 msgid "Link camera to quality control point in manufacturing process" msgstr "" #: ../../content/applications/general/iot/devices/camera.rst:27 msgid "" "In the :menuselection:`Quality app`, a device can be set up on a " ":guilabel:`Quality Control Point`. To do that, navigate to the " ":menuselection:`Quality app --> Quality Control --> Control Points` and open" " the desired :guilabel:`Control Point` that'll be linked to the camera." msgstr "" #: ../../content/applications/general/iot/devices/camera.rst:31 msgid "" "On the control point form, edit the control point by selecting the " ":guilabel:`Type` field, and clicking on :guilabel:`Take a Picture` from the " "drop-down menu. Doing so reveals a field called :guilabel:`Device`, wherein " "the attached *device* can be selected. :guilabel:`Save` the changes, if " "required." msgstr "" #: ../../content/applications/general/iot/devices/camera.rst-1 msgid "Setting up the device on the quality control point." msgstr "" #: ../../content/applications/general/iot/devices/camera.rst:40 msgid "" "The camera is now useable with the selected quality control point. When the " "quality control point is reached during the manufacturing process, the " "database prompts the operator to take a picture." msgstr "" #: ../../content/applications/general/iot/devices/camera.rst-1 msgid "Graphic user interface of the device on the quality control point." msgstr "" #: ../../content/applications/general/iot/devices/camera.rst:48 msgid "" "Quality control points can also be accessed by navigating to " ":menuselection:`IoT App --> Devices`. From here, select the device. There is" " a :guilabel:`Quality Control Points` tab, where they can be added with the " "device." msgstr "" #: ../../content/applications/general/iot/devices/camera.rst:53 msgid "" "On a quality check form, the :guilabel:`Type` of check can also be specified" " to :guilabel:`Take a Picture`. Navigate to :menuselection:`Quality app --> " "Quality Control --> Quality Checks --> New` to create a new quality check " "from the :guilabel:`Quality Checks` page." msgstr "" #: ../../content/applications/general/iot/devices/camera.rst:58 #: ../../content/applications/general/iot/devices/printer.rst:65 msgid "" ":doc:`/applications/inventory_and_mrp/quality/quality_management/quality_control_points`" msgstr "" #: ../../content/applications/general/iot/devices/camera.rst:59 #: ../../content/applications/general/iot/devices/printer.rst:66 msgid "" ":doc:`/applications/inventory_and_mrp/quality/quality_management/quality_alerts`" msgstr "" #: ../../content/applications/general/iot/devices/camera.rst:62 msgid "Link camera to a work center in the Manufacturing app" msgstr "" #: ../../content/applications/general/iot/devices/camera.rst:64 msgid "" "To link a camera to an action, it first needs to be configured on a work " "center. Navigate to :menuselection:`Manufacturing app --> Configuration --> " "Work Centers`. Next, go to the desired :guilabel:`Work Center` in which a " "camera will be used to reveal that specific work center's detail form. From " "here, add the device in the :guilabel:`IoT Triggers` tab, in the " ":guilabel:`Device` column, by clicking :guilabel:`Add a Line`." msgstr "" #: ../../content/applications/general/iot/devices/camera.rst:70 msgid "" "Now, the camera device can be linked to the :guilabel:`Action` column drop-" "down option labeled :guilabel:`Take a Picture`. A key can also be added to " "trigger the action." msgstr "" #: ../../content/applications/general/iot/devices/camera.rst:74 msgid "" "The first trigger listed is chosen first. The order of triggers matters, and" " they can be dragged into any desired order." msgstr "" #: ../../content/applications/general/iot/devices/camera.rst:78 msgid "" "On the :guilabel:`Work Order` screen, a status graphic indicates whether the" " database is correctly connected to the camera." msgstr "" #: ../../content/applications/general/iot/devices/camera.rst:82 #: ../../content/applications/general/iot/devices/footswitch.rst:52 #: ../../content/applications/general/iot/devices/measurement_tool.rst:92 msgid ":ref:`workcenter_iot`" msgstr "" #: ../../content/applications/general/iot/devices/footswitch.rst:3 msgid "Connect a footswitch" msgstr "" #: ../../content/applications/general/iot/devices/footswitch.rst:5 msgid "" "When working in a manufacturing environment, it's always better for an " "operator to have both hands available at all times. Odoo's :abbr:`IoT " "(Internet of Things)` box makes this possible when using a footswitch." msgstr "" #: ../../content/applications/general/iot/devices/footswitch.rst:9 msgid "" "In fact, with a footswitch, the operator is able to go from one screen to " "another, and perform actions using their foot. This can be configured in " "just a few steps on the work center in the *Manufacturing* app." msgstr "" #: ../../content/applications/general/iot/devices/footswitch.rst:16 msgid "" "To connect a footswitch to the :abbr:`IoT (Internet of Things)` box, connect" " the two devices via cable. More often than not, this is done with a " ":abbr:`USB (Universal Serial Bus)` cable." msgstr "" #: ../../content/applications/general/iot/devices/footswitch.rst:19 msgid "" "If the footswitch is a `supported device `_, there is no need to take further action, since it'll be " "automatically detected when connected." msgstr "" #: ../../content/applications/general/iot/devices/footswitch.rst-1 msgid "Footswitch recognized on the IoT box." msgstr "" #: ../../content/applications/general/iot/devices/footswitch.rst:27 msgid "Link a footswitch to a work center in the Odoo Manufacturing app" msgstr "" #: ../../content/applications/general/iot/devices/footswitch.rst:29 msgid "" "To link a footswitch to an action, it first needs to be configured on a work" " center. Navigate to :menuselection:`Manufacturing app --> Configuration -->" " Work Centers`. From here, go to the desired :guilabel:`Work Center` in " "which the footswitch will be used, and add the device in the :guilabel:`IoT " "Triggers` tab, under the :guilabel:`Device` column, by selecting " ":guilabel:`Add a Line`. Doing so means the footswitch can be linked to an " "option in the :guilabel:`Action` column drop-down, and optionally, a key can" " be added to trigger it. An example of an :guilabel:`Action` in the " "*Manufacturing app* could be the :guilabel:`Validate` or :guilabel:`Mark as " "Done` buttons on a manufacturing work order." msgstr "" #: ../../content/applications/general/iot/devices/footswitch.rst-1 msgid "Footswitch trigger setup on the Odoo database." msgstr "" #: ../../content/applications/general/iot/devices/footswitch.rst:43 msgid "" "It should be noted that the first listed trigger is chosen first. So, the " "order matters, and these triggers can be dragged into any order. In the " "picture above, using the footswitch automatically skips the part of the " "process that's currently being worked on." msgstr "" #: ../../content/applications/general/iot/devices/footswitch.rst:48 msgid "" "On the :guilabel:`Work Order` screen, a status graphic indicates whether the" " database is correctly connected to the footswitch." msgstr "" #: ../../content/applications/general/iot/devices/measurement_tool.rst:3 msgid "Connect a measurement tool" msgstr "" #: ../../content/applications/general/iot/devices/measurement_tool.rst:7 msgid "" "With Odoo's :abbr:`IoT (Internet of Things)` box, it is possible to connect " "measurement tools to the Odoo database for use in the *Quality app* on a " "quality control point/quality check, or for use in a work center during the " "manufacturing process." msgstr "" #: ../../content/applications/general/iot/devices/measurement_tool.rst:11 msgid "" "Find the list of supported devices here: `Supported devices " "`_." msgstr "" #: ../../content/applications/general/iot/devices/measurement_tool.rst:15 msgid "Connect with universal serial bus (USB)" msgstr "" #: ../../content/applications/general/iot/devices/measurement_tool.rst:17 msgid "" "To add a device connected by :abbr:`USB (Universal Serial Bus)`, plug the " ":abbr:`USB (Universal Serial Bus)` cable into the :abbr:`IoT (Internet of " "Things)` box, and the device appears in the Odoo database." msgstr "" #: ../../content/applications/general/iot/devices/measurement_tool.rst-1 msgid "Measurement tool recognized on the IoT box." msgstr "" #: ../../content/applications/general/iot/devices/measurement_tool.rst:26 msgid "Connect with bluetooth" msgstr "" #: ../../content/applications/general/iot/devices/measurement_tool.rst:28 msgid "" "Activate the Bluetooth functionality on the device (see the device manual " "for further explanation), and the :abbr:`IoT (Internet of Things)` box " "automatically connects to the device." msgstr "" #: ../../content/applications/general/iot/devices/measurement_tool.rst-1 msgid "Bluetooth indicator on measurement tool." msgstr "" #: ../../content/applications/general/iot/devices/measurement_tool.rst:37 msgid "" "Link a measurement tool to a quality control point in the manufacturing " "process" msgstr "" #: ../../content/applications/general/iot/devices/measurement_tool.rst:39 msgid "" "In the *Quality app*, a device can be set up on a quality control point. To " "do that, navigate to :menuselection:`Quality app --> Quality Control --> " "Control Points`, and open the desired control point to which the measurement" " tool should be linked." msgstr "" #: ../../content/applications/general/iot/devices/measurement_tool.rst:43 msgid "" "From here, edit the control point, by selecting the :guilabel:`Type` field, " "and clicking :guilabel:`Measure` from the drop-down menu. Doing so reveals a" " field called :guilabel:`Device`, where the attached device can be selected." msgstr "" #: ../../content/applications/general/iot/devices/measurement_tool.rst:47 msgid "" "Additionally, :guilabel:`Norm` and :guilabel:`Tolerance` can be configured. " ":guilabel:`Save` the changes, if required." msgstr "" #: ../../content/applications/general/iot/devices/measurement_tool.rst:50 msgid "" "At this point, the measurement tool is linked to the chosen quality control " "point. The value, which usually needs to be changed manually, is " "automatically updated while the tool is being used." msgstr "" #: ../../content/applications/general/iot/devices/measurement_tool.rst-1 msgid "Measurement tool input in the Odoo database." msgstr "" #: ../../content/applications/general/iot/devices/measurement_tool.rst:58 msgid "" "Quality control points can also be accessed by navigating to " ":menuselection:`IoT App --> Devices`, then select the device. There is a " ":guilabel:`Quality Control Points` tab, where they can be added with the " "device." msgstr "" "你也可以前往 :menuselection:`物聯網應用程式 --> 裝置`，然後選擇相關裝置，以存取品質控制點。系統有一個 " ":guilabel:`品質控制點` 分頁，你可以將它們加入至裝置。" #: ../../content/applications/general/iot/devices/measurement_tool.rst:63 msgid "" "On a quality check detail form, the :guilabel:`Type` of check can also be " "specified to :guilabel:`Measure`. Access a new quality check detail page, by" " navigating to :menuselection:`Quality app --> Quality Control --> Quality " "Checks --> New`." msgstr "" #: ../../content/applications/general/iot/devices/measurement_tool.rst:68 msgid "" ":doc:`../../../inventory_and_mrp/quality/quality_management/quality_control_points`" msgstr "" ":doc:`../../../inventory_and_mrp/quality/quality_management/quality_control_points`" #: ../../content/applications/general/iot/devices/measurement_tool.rst:69 msgid "" ":doc:`../../../inventory_and_mrp/quality/quality_management/quality_alerts`" msgstr "" ":doc:`../../../inventory_and_mrp/quality/quality_management/quality_alerts`" #: ../../content/applications/general/iot/devices/measurement_tool.rst:72 msgid "Link a measurement tool to a work center in the Manufacturing app" msgstr "" #: ../../content/applications/general/iot/devices/measurement_tool.rst:74 msgid "" "To link a measurement tool to an action, it first needs to be configured on " "a work center. To do that, navigate to :menuselection:`Manufacturing app -->" " Configuration --> Work Centers`. Then, select the desired work center in " "which the measurement tool will be used." msgstr "" #: ../../content/applications/general/iot/devices/measurement_tool.rst:78 msgid "" "On the work center page, add the device in the :guilabel:`IoT Triggers` tab," " under the :guilabel:`Device` column, by selecting :guilabel:`Add a Line`. " "Then, the measurement tool can be linked to the :guilabel:`Action` drop-down" " menu option labeled :guilabel:`Take Measure`. A key can be added to trigger" " the action." msgstr "" #: ../../content/applications/general/iot/devices/measurement_tool.rst:84 msgid "" "It should be noted that the first listed trigger is chosen first. The order " "matters, and these triggers can be dragged into any order." msgstr "" #: ../../content/applications/general/iot/devices/measurement_tool.rst:88 msgid "" "On the :guilabel:`Work Order` screen, a status graphic indicates whether the" " database is correctly connected to the measurement tool." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:3 msgid "Connect a printer" msgstr "連接打印機" #: ../../content/applications/general/iot/devices/printer.rst:5 msgid "" "Printer installation can be done in a few easy steps. The printer can be " "used to print receipts, labels, orders, or even reports from the different " "Odoo apps. In addition, printer actions can be assigned as an *action on a " "trigger* during the manufacturing process, or added onto a quality control " "point or a quality check." msgstr "" "安裝打印機過程簡單，只需幾個簡易步驟，即可完成。打印機可用作列印收據、標籤、訂單等，甚至列印由不同 Odoo " "應用程式產生的報表。此外，打印機操作可在製造過程中指定為 **觸發器觸發的操作** ，或加入至品質控制點或品質檢查。" #: ../../content/applications/general/iot/devices/printer.rst:11 msgid "" "The **only** way to connect a printer directly to an Odoo database is " "through the use of an IoT system. Without an IoT system, printing can still " "occur, but it is managed through the printer itself, which is not the " "recommended process." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:18 msgid "" "IoT systems support printers connected through USB, network connection, or " "Bluetooth. `Supported printers `__ " "are detected automatically, and appear in the :guilabel:`Devices` list of " "the IoT app." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst-1 msgid "The printer as it would appear in the IoT app devices list." msgstr "打印機會顯示在物聯網應用程式的裝置清單中。" #: ../../content/applications/general/iot/devices/printer.rst:26 msgid "" "Printers can take up to two minutes to appear in the IoT app " ":guilabel:`Devices` list." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:29 msgid "Link a printer" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:32 msgid "Link work orders to a printer" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:34 msgid "" "Work orders can be linked to printers, via a quality control point, to print" " labels for manufactured products." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:37 msgid "" "In the :doc:`Quality app `, a " "device can be set up on a quality control point. To do so, go to the " ":menuselection:`Quality --> Quality Control --> Control Points`, and open " "the desired control point." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:42 msgid "" "A manufacturing operation and work order operation need to be attached to a " "quality control point before the :guilabel:`Type` field allows for the " ":guilabel:`Print Label` option to be selected." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:46 msgid "" "From here, edit the control point by selecting the :guilabel:`Type` field, " "and selecting :guilabel:`Print Label` from the dropdown menu of options. " "Doing so reveals the :guilabel:`Device` field, where the attached device can" " be selected." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:50 msgid "" "The printer can now be used with the selected quality control point. When " "the quality control point is reached during the manufacturing process, the " "database presents the option to print labels for a specific product." msgstr "打印機現在可以與選定的品質控制點一起使用。當達到製造過程中的品質控制點時，資料庫會提供選項，供列印特定產品標籤。" #: ../../content/applications/general/iot/devices/printer.rst:55 msgid "" "Quality control points can also be accessed by navigating to " ":menuselection:`IoT --> Devices`, then selecting the device. Go to the " ":guilabel:`Quality Control Points` tab to add them to the device." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:60 msgid "" "On a :doc:`quality check form " "`," " the :guilabel:`Type` of check can also be set to :guilabel:`Print Label`." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:71 msgid "Link reports to a printer" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:73 msgid "It is possible to link report types to a specific printer. To do so:" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:75 msgid "Go to :menuselection:`IoT --> Devices` and select the desired printer." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:76 msgid "" "Go to the :guilabel:`Printer Reports` tab and click :guilabel:`Add a line`." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:77 msgid "" "In the pop-up that opens, select the types of reports to be linked to the " "printer and click :guilabel:`Select`." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst-1 msgid "The list of reports assigned to a printer in the IoT app." msgstr "物聯網應用程式中，指派給打印機的報告清單。" #: ../../content/applications/general/iot/devices/printer.rst:84 msgid "" "Reports can also be configured by :ref:`enabling the developer mode " "` and going to :menuselection:`Settings --> Technical --> " "Reports`. Select the desired report from the list and set an :guilabel:`IoT " "Device`." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:88 msgid "" "The first time a linked report is selected to print, a :guilabel:`Select " "Printers` pop-up window appears. Tick the checkbox next to the correct " "printer for the report, and click :guilabel:`Print`. At that point, the " "report is linked to the printer." msgstr "" "第一次選擇要列印的連結報告時，會出現 :guilabel:`選擇打印機` 彈出視窗。勾選報告需要使用的正確打印機旁邊的勾選方格，然後按一下 " ":guilabel:`列印`。此時，報告已連結至打印機。" #: ../../content/applications/general/iot/devices/printer.rst:93 msgid "Clear device printer cache" msgstr "清除裝置打印機的快取記憶" #: ../../content/applications/general/iot/devices/printer.rst:95 msgid "" "After a printer is linked to print a report, the setting is saved in a " "browser's cache. This means a user can have different devices saved in their" " cache for different reports, based on the device they use to access Odoo. " "It also means different users can have a report automatically printed from " "different printers, based on their preferences." msgstr "" "打印機完成連結用作列印報告後，相關設定會儲存在瀏覽器的快取記憶中。這意味使用者可以根據他們使用哪個裝置去存取 " "Odoo，為不同報告儲存不同的裝置在快取內。這也表示不同使用者可根據自己的喜好，在不同的打印機自動列印報告。" #: ../../content/applications/general/iot/devices/printer.rst:100 msgid "" "To unlink a report from a printer, navigate to :menuselection:`IoT --> " "Configuration --> Reset Linked Printers`. This generates a list of reports " "that are linked to a printer on the current device. Click the " ":guilabel:`Unlink` button next to each report to remove the link." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:105 msgid "" "This step **only** prevents the report from automatically printing to the " "listed printer from the current browser. The report is still :ref:`linked " "` on the device, under the :guilabel:`Printer Reports` " "tab." msgstr "" "此步驟 **只會** 防止報告從目前瀏覽器自動列印至清單列出的打印機。相關報告仍是 :ref:`連結 ` " "在裝置上的，可在 :guilabel:`打印機報告` 分頁查看。" #: ../../content/applications/general/iot/devices/printer.rst-1 msgid "A list of reports currently linked to a printer in the IoT app." msgstr "物聯網應用程式中，目前已連結至打印機的報告的清單。" #: ../../content/applications/general/iot/devices/printer.rst:113 msgid "" ":doc:`POS Order Printing " "<../../../sales/point_of_sale/restaurant/kitchen_printing>`" msgstr "" ":doc:`銷售點訂單列印 <../../../sales/point_of_sale/restaurant/kitchen_printing>`" #: ../../content/applications/general/iot/devices/printer.rst:116 msgid "Potential issues" msgstr "Potential issues" #: ../../content/applications/general/iot/devices/printer.rst:119 msgid "The printer is not detected" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:121 msgid "" "If a printer does not appear in the devices list, go to the :ref:`IoT box's " "` or :ref:`Windows virtual IoT's ` homepage, click :guilabel:`Show` in the :guilabel:`Devices` " "section, and make sure the printer is listed." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:125 msgid "" "If the printer does not appear on the IoT system's homepage, click " ":guilabel:`Printer Server`, then :guilabel:`Administration`, and " ":guilabel:`Add Printer`. If the printer is not in the list, it is likely not" " connected properly." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:130 msgid "The printer outputs random text" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:132 msgid "" "For most printers, the correct driver should be automatically detected and " "selected. However, in some cases, the automatic detection mechanism might " "not be enough, and if no driver is found, the printer might print random " "characters." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:136 msgid "" "The solution is to manually select the corresponding driver. On the IoT " "system's homepage, click :guilabel:`Printer Server`, then " ":guilabel:`Printers`, and select the printer in the list. In the " ":guilabel:`Administration` dropdown menu, click :guilabel:`Modify Printer`. " "Follow the steps and select the printer's *make* and *model*." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst-1 msgid "Edit the printer connected to the IoT system." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:146 msgid "" "Epson receipt printers and Zebra label printers do not need a driver to " "work. Make sure that no driver is selected for those printers." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:150 msgid "The printer is detected but is not recognized correctly" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:152 msgid "" "If Odoo and the IoT system do not recognize the printer correctly, go to " ":menuselection:`IoT --> Devices`, click the device's card to access its " "form, and set the :guilabel:`Subtype` field to the appropriate option: " ":guilabel:`Receipt Printer`, :guilabel:`Label Printer`, or :guilabel:`Office" " Printer`." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:158 msgid "Epson configuration special case" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:160 msgid "" "Most Epson printers support printing receipts in Odoo Point of Sale using " "the `GS v 0` command. However, the following Epson printer models do not " "support this command:" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:163 msgid "TM-U220" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:164 msgid "TM-U230" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:165 msgid "TM-P60" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:166 msgid "TMP-P60II" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:168 msgid "" "To bypass this issue, you can configure the printer to use the `ESC *` " "command." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:170 msgid "" "First, review Epson's website for compatibility for both the `GS v 0 " "`_" " and `ESC * " "`_" " commands." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:174 msgid "" "If the printer is incompatible with `GS v 0` but supports `ESC *`, configure" " the IoT system to use the `ESC *` command as follows:" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:179 msgid "" "Click the :guilabel:`Printer server` button, then click " ":guilabel:`Administration` on the CUPS page." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:181 msgid "" "Click :guilabel:`Add Printer` in the :guilabel:`Printers` section, select " "the printer, and click :guilabel:`Continue`." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:185 msgid "If the printer's name is still uncertain, take the following steps:" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:187 msgid "Take note of the listed printers on the CUPS page." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:188 msgid "Turn the printer off and refresh the page." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:189 msgid "" "Compare the difference with the first list to see which printer disappeared." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:190 msgid "Turn the printer back on and refresh the page again." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:191 msgid "Double-check the list again to see if the printer re-appears." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:192 msgid "" "The printer that disappeared and reappears again on the listed printers is " "the name of the printer in question. It can be :guilabel:`Unknown` under " ":guilabel:`Local printers`." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:195 msgid "" "On the :guilabel:`Add Printer` page, specify the printer's :guilabel:`Name` " "using the following convention: " "`__IMC___...___`, where:" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:198 msgid "" "`printer_name` is the printer's name. It can contain any character except " "`_`, `/`, `#`, or ` ` (space character)." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:200 msgid "" "`IMC`: This stands for *Image Mode Column* (the simplified name for `ESC " "*`)." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:201 msgid "`param_1`: This stands for the specific parameter:" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:203 msgid "" "`SCALE`: Scale of the picture (with the same aspect ratio). `X` should be" " an integer describing the scale percentage that should be used. For " "example, `100` is the original size, `50` is half the size, and `200` is " "twice the size." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:206 msgid "" "`LDV`: *Low Density Vertical* (will be set to *High Density Vertical* if not" " specified)." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:207 msgid "" "`LDH`: *Low Density Horizontal* (will be set to *High Density Horizontal* if" " not specified)." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:210 msgid "" "*Density* parameters might need to be configured in a particular way, " "depending on the printer model." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:212 msgid "" "Refer to `Epson's ESC * documentation " "`_" " to determine if the printer requires these parameters to be set." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:216 msgid "The following are examples of proper and improper name formatting:" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:218 msgid "Proper name formatting:" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:220 msgid "`EPSONTMm30II__IMC__`" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:221 msgid "`EPSON_TM_U220__IMC_LDV_LDH_SCALE80__`" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:223 msgid "" "Improper name formatting (this will not prevent printing, but the result " "might not have the expected printed output):" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:226 msgid "`EPSON TMm 30II`: The name cannot contain spaces." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:227 msgid "" "`EPSONTMm30II`: The name itself is correct, but it will not use `ESC *`." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:228 msgid "`EPSONTMm30II__IMC`: This name is missing the end `__`." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:229 msgid "" "`EPSONTMm30II__IMC_XDV__`: The parameter `XDV` does not match any existing " "parameters." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:230 msgid "" "`EPSONTMm30II__IMC_SCALE__`: The parameter `SCALE` is missing the scale " "value." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:232 msgid "" "Once the printer's name has been defined using the appropriate naming " "convention, click :guilabel:`Continue`." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:234 msgid "" "Set the :guilabel:`Make` value to :guilabel:`Raw` and the :guilabel:`Model` " "value to :guilabel:`Raw Queue (en)`." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:236 msgid "" "Click :guilabel:`Add Printer`. If everything was done correctly, the page " "should redirect to the :guilabel:`Banners` page." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:238 msgid "" "Wait a few minutes for the IoT system to detect the printer and sync to " "Odoo's server." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:239 msgid "" ":ref:`Access the POS settings ` and select your POS," " or click the vertical ellipsis button (:guilabel:`⋮`) on a POS card and " "click :guilabel:`Edit`. Scroll down to the :guilabel:`Connected Devices` " "section, enable :guilabel:`IoT Box`, and select the printer in the " ":guilabel:`Receipt Printer` field. Click :guilabel:`Save`." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:245 msgid "" "If the printer was set up incorrectly (e.g., it continues to print random " "text, or the printed receipt is too large or too small), it cannot be " "modified via the printer's name in CUPS. Instead, configure a new printer " "from scratch with modified parameters, following the steps above." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:253 msgid "" "The following is an example of the troubleshooting process for a TM-U220B " "printer model using the `ESC *` command. The receipt pictured below is an " "example of a receipt that is printing correctly due to proper formatting (in" " theory):" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:0 msgid "Properly formatted receipt picture from a demo database." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:261 msgid "" "Printing this receipt immediately without proper formatting will not work, " "as the TM-U220B printer model does not support the `GS v 0` command. " "Instead, random characters will be printed:" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:0 msgid "Printer paper with seemingly random characters." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:268 msgid "" "To properly configure formatting for the Epson TM-U220B printer model, " "follow these steps:" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:270 msgid "" "After checking Epson's website for compatibility with both the `GS v 0 " "`_" " and `ESC * " "`_" " commands, the TM-U220B printer is indeed incompatible with `GS v 0` but " "supports `ESC *`." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:0 msgid "Epson compatibility evaluation from Epson website." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:278 msgid "When adding the printer, CUPS displays the list of available printers:" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:0 msgid "Administration menu, add printer selection." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:284 msgid "" "In this case, the printer is connected via USB, so it is not part of the " ":guilabel:`Discovered Network Printers`. Instead, it is likely part of the " ":guilabel:`Unknown` selection under :guilabel:`Local Printers`. By " "unplugging the printer's USB cable from the IoT system and refreshing the " "page, the :guilabel:`Unknown` printer disappears. By plugging it back in, " "the printer reappears." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:290 msgid "" "For the naming convention, since the printer must print using the `ESC *` " "command, it is imperative to add `__IMC`." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:0 msgid "Epson TM-U220 specifications on manufacturer's website." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:296 msgid "" "For this particular model (TM-U220) `m` should be equal to 0 or 1. While " "referencing the :guilabel:`Description` table on `Epson's ESC * website " "`_," " the `m` values could be 0, 1, 32, or 33. So, in this case, the `m` value " "**cannot** be 32 or 33 (otherwise, random characters will be printed)." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:302 msgid "" "The table includes the numeric values 32 and 33; they both occur if the " ":guilabel:`Number of bits for vertical data` is set to 24, i.e. it has a " "*High Vertical Density*. In the case of configuring the Epson TM-U220, the " "*Low Vertical Density* will need to be forced, as this printer model does " "not support *High Vertical Density* for this command `ESC *`." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:307 msgid "" "To add a *Low Vertical Density*, add the `LDV` parameter to the naming " "convention." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:0 msgid "" "Add a *Low Vertical Density* (the `LDV` parameter) to the naming convention." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:312 msgid "" "Click :guilabel:`Continue` to proceed. Next, set the :guilabel:`Make` value " "to :guilabel:`Raw` and the :guilabel:`Model` value to :guilabel:`Raw Queue " "(en)`." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:0 msgid "Epson TM-U220 specifications on manufacturers website." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:318 msgid "" "However, when trying to print with the naming convention " "`EpsonTMU220B__IMC_LDV__`, the receipt is printed, but it is too large and " "outside the margin. To resolve this, add a new printer (and naming " "convention) with the `SCALE` parameter to adapt to the receipt's size." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:322 msgid "Here are some examples:" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:327 msgid "Printer Naming Convention" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:328 msgid "`EpsonTMU220B__IMC_LDV__`" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:329 msgid "`EpsonTMU220B__IMC_LDV_SCALE75__`" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:330 msgid "`EpsonTMU220B__IMC_LDV_LDH__`" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:331 msgid "`EpsonTMU220B__IMC_LDV_LDH_SCALE35__`" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:0 msgid "Receipt example format." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:0 msgid "Receipt format using naming convention: EpsonTMU220B__IMC_LDV__." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:0 msgid "" "Receipt format using naming convention: EpsonTMU220B__IMC_LDV_SCALE75__." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:0 msgid "Receipt format using naming convention: EpsonTMU220B__IMC_LDV_LDH__." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:0 msgid "" "Receipt format using naming convention: EpsonTMU220B__IMC_LDV_LDH_SCALE35__." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:344 msgid "DYMO LabelWriter print issue" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:346 msgid "" "The DYMO LabelWriter has a known issue in printing with IoT systems. The " "OpenPrinting CUPS server installs the printer using :guilabel:`Local RAW " "Printer` drivers. In order to print anything, the correct :guilabel:`Make " "and Model` needs to be set to reference the correct driver when using the " "device." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:351 msgid "" "Additionally, a new printer needs to be added to reduce the print delay that" " occurs after updating the driver." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:355 msgid "" "The DYMO LabelWriter 450 DUO printer is the recommended DYMO printer for use" " with Odoo and IoT systems. This device combines two printers: a label " "printer and a tape printer. When configuring the following processes, it is " "essential to select the correct model (either DYMO LabelWriter 450 DUO Label" " (en) or DYMO LabelWriter 450 DUO Tape (en)). For consistency, the following" " processes outline configuration steps for the DYMO LabelWriter 450 DUO " "Label (en) model. Adjust the model selections as needed." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:365 msgid "DYMO LabelWriter not printing" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:367 msgid "If the DYMO LabelWriter fails to print, install a new driver:" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:369 #: ../../content/applications/general/iot/devices/printer.rst:405 msgid "" "Access the IoT system's homepage and click :menuselection:`Printer server` " "to open the OpenPrinting CUPS console." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:371 msgid "" "Click :menuselection:`Printers` in the top menu, then click the printer in " "the list." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:372 msgid "Select :guilabel:`Maintenance` in the first dropdown menu." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:373 msgid "Select :guilabel:`Modify Printer` in the second dropdown menu." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:0 msgid "" "Modify the make and model of the DYMO LabelWriter. Maintenance and Modify dropdown\n" "menus highlighted." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:379 msgid "" "Select the specific network connection/printer on which the modification " "should be made and click :guilabel:`Continue`." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:381 msgid "" "On the next page, click :guilabel:`Continue`, then select :guilabel:`DYMO` " "from the :guilabel:`Make` dropdown list." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:383 msgid "" "Click on :guilabel:`Continue` and set the :guilabel:`Model` to " ":guilabel:`DYMO LabelWriter 450 DUO Label (en)` (or whichever DYMO printer " "model is being used)." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:385 msgid "" "Click :guilabel:`Modify Printer` to set the new driver; a confirmation page " "appears." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:386 msgid "" "Click :menuselection:`Printers` in the top menu; all printers installed on " "the OpenPrinting CUPS server appear, including the newly updated " ":guilabel:`DYMO LabelWriter 450 DUO Label` (or whichever DYMO printer model " "is being used)." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:389 msgid "" "Click the newly updated printer, then click the :guilabel:`Maintenance` " "dropdown menu and select :guilabel:`Print Test Page` to print a test label. " "The test label is printed after a few seconds if the driver update was " "successful." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:393 msgid "To reduce this delay, add a new printer using the steps below." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:396 msgid "DYMO LabelWriter print delay" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:399 msgid "" "If the DYMO LabelWriter 450 DUO printer is not printing at all, or is not " "recognized (i.e., it has a :guilabel:`RAW` driver type), then :ref:`update " "the drivers on the device `." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:403 msgid "" "To resolve the delay issue after modifying the driver, reinstall the " "printer:" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:407 msgid "" "Click :menuselection:`Administration` in the top menu, then click " ":guilabel:`Add a Printer`." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:408 msgid "" "On the next page, in the :guilabel:`Local Printers` section, select " ":guilabel:`DYMO LabelWriter 450 DUO Label (DYMO LabelWriter 450 DUO Label)` " "(or whichever DYMO printer model is being used) pre-installed printer. Click" " :guilabel:`Continue`." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:0 msgid "" "Add a printer screen on OpenPrinting CUPS with DYMO LabelWriter 450 DUO Label\n" "highlighted." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:416 msgid "" "On the following screen, update the :guilabel:`Name` to something easily " "identifiable, as the original printer will remain in the list. Then, click " ":guilabel:`Continue`." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:0 msgid "" "Rename printer page in the 'Add a Printer' flow, with the name field " "highlighted." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:422 msgid "" "Set the :guilabel:`Model` field to :guilabel:`DYMO LabelWriter 450 DUO Label" " (en)` (or whichever DYMO printer model is being used), then click " ":guilabel:`Add Printer` to complete the installation." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:0 msgid "" "Choose model screen on the OpenPrinting CUPS console with model and add a printer\n" "highlighted." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:430 msgid "" "Click :menuselection:`Printers` in the top menu and click the newly " "installed printer :guilabel:`DYMO LabelWriter 450 DUO Label` (or whichever " "DYMO printer model is being used) from in the list." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:0 msgid "Printer page with newly installed printer highlighted." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:437 msgid "" "Click the :guilabel:`Maintenance` dropdown list and select :guilabel:`Print " "Test Page` to print a test label. The test label should print out " "immediately, or after one or two seconds." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:441 msgid "The Zebra printer does not print anything" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:443 msgid "" "Zebra printers are quite sensitive to the format of the printed Zebra " "Programming Language (ZPL) code. If nothing comes out of the printer or " "blank labels are printed, try changing the format of the report sent to the " "printer. To do so, activate the :ref:`developer mode `, go " "to :menuselection:`Settings --> Technical --> User Interface --> Views`, and" " search for the corresponding template." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:450 msgid "" "`Zebra's instructions on printing ZPL files " "`_" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:454 msgid "Barcode scanner issues" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:457 msgid "The characters read by the barcode scanner do not match the barcode" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:459 msgid "" "By default, most barcode scanners are configured in the US QWERTY format. If" " the barcode scanner uses a different layout, go to :menuselection:`IoT --> " "Devices` and click the barcode device's card. Then, select the correct " "language in the :guilabel:`Keyboard Layout` field." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:464 #: ../../content/applications/general/iot/devices/printer.rst:494 msgid "" "The :guilabel:`Keyboard Layout` is language-specific, with available options" " varying based on the device and the language of the database (e.g., " ":guilabel:`English (UK)`, :guilabel:`English (US)`, etc.)." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:469 msgid "Nothing happens when a barcode is scanned" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:471 msgid "" "Make sure the correct device is selected in the :doc:`Point of Sale settings" " ` (when " "applicable) and the barcode is configured to send an `ENTER` character " "(keycode 28) at the end of every barcode." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:476 msgid "The barcode scanner is detected as a keyboard" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:479 msgid "" "Some barcode scanners are identified as USB keyboards rather than barcode " "scanners and are not recognized by IoT systems." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:482 msgid "" "To change the device type manually, go to :menuselection:`IoT --> Devices` " "and click the barcode device's card. Then, enable :guilabel:`Is scanner`." msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:486 msgid "The barcode scanner processes barcode characters individually" msgstr "" #: ../../content/applications/general/iot/devices/printer.rst:488 msgid "" "When accessing the mobile version of Odoo from a mobile device or tablet " "paired with a barcode scanner via the IoT system, the scanner might " "interpret each character in a barcode as a separate scan. To resolve this, " "go to :menuselection:`IoT --> Devices` and click the barcode device's card. " "Then, select the correct language in the :guilabel:`Keyboard Layout` field." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:3 msgid "Connect a scale" msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:6 msgid "" "In EU member states, `certification is legally required `_ to use a " "scale as an integrated device." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:9 msgid "" "Odoo is not certified in several countries, including France, Germany, and " "Switzerland. If you reside in one of these countries, you can still use a " "scale but without integration into your Odoo database. Alternatively, you " "can acquire a *non-integrated* certified scale that prints certified labels," " which can then be scanned into your Odoo database." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:14 msgid "" "To connect a scale to the IoT system, use a USB cable. In some cases, you " "may need a serial-to-US adapter to complete the connection. If the scale is " "`compatible with an IoT system `_, " "no additional setup is required; the scale is automatically detected as soon" " as it is connected. If the scale is not detected, reboot the IoT box or " ":ref:`restart the Windows virtual IoT service ` and" " :ref:`update the scale's drivers `." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:22 msgid "" "If the scale still does not function after updating the drivers, it might " "not be `compatible with the Odoo IoT system `_. In such cases, a different scale must be used." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:26 msgid "" "Once the scale is connected to the IoT system, follow these steps to " "configure it in the POS settings:" msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:29 msgid "" ":ref:`Access the POS settings ` and select your POS," " or click the vertical ellipsis button (:guilabel:`⋮`) on a POS card and " "click :guilabel:`Edit`." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:31 msgid "" "Scroll down to the :guilabel:`Connected Devices` section and enable " ":guilabel:`IoT Box`." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:32 msgid "Select the scale in the :guilabel:`Electronic Scale` field." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:33 msgid "Click :guilabel:`Save`." msgstr "按一下 :guilabel:`儲存`。" #: ../../content/applications/general/iot/devices/scale.rst:36 msgid "" ":doc:`Connect an IoT system to a POS " "`" msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:38 msgid "" "The scale is then available in all the :doc:`POS's sessions " "`. If a product is configured with a " "price per weight, selecting it on the :guilabel:`PoS screen` opens the scale" " popup. The cashier can then weigh the product to automatically add the " "correct price to the cart." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst-1 msgid "Electronic Scale dashboard view when no items are being weighed." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:48 msgid "Ariva S scales" msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:50 msgid "" "For Ariva S series scales (manufactured by Mettler-Toledo, LLC.) to function" " with IoT systems, a specific setting must be modified, and a dedicated " "Mettler USB-to-proprietary RJ45 cable is required." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:54 msgid "" "The official Mettler USB-to-RJ45 cable (Mettler part number 72256236) must " "be used. Contact Mettler or a partner to purchase an authentic cable. **No " "other** cable works for this configuration." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:58 msgid "" "To configure the Ariva S scale for IoT system recognition, refer to page 17 " "of `Mettler's Setup Guide for Ariva S series scales " "`_ and follow these steps:" msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:61 msgid "" "Hold the **>T<** button for eight seconds, or until :guilabel:`CONF` " "appears." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:62 msgid "" "Press **>T<** until :guilabel:`GRP 3` appears, then press **>0<** to " "confirm." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:63 msgid "" "Under :guilabel:`3.1`, ensure the setting is set to :guilabel:`1` (USB " "Virtual COM ports) and press **>T<** to cycle through the options under " "group 3.1." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:65 msgid "" "Once :guilabel:`3.1` is set to :guilabel:`1`, press **>0<** to confirm the " "selection." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:66 msgid "Continue to press **>0<** until :guilabel:`GRP 4` appears." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:67 msgid "Press **>T<** until :guilabel:`EXIT` appears." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:70 msgid "Do **not** make any other changes unless otherwise needed." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:72 msgid "Press **>0<**." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:73 msgid "Press **>0<** again to :guilabel:`SAVE`; the scale restarts." msgstr "" #: ../../content/applications/general/iot/devices/scale.rst:74 msgid "" "Reboot the IoT box or :ref:`restart the Windows virtual IoT service " "`. The scale should then appear as `Toledo 8217`, " "as opposed to the previous display, where it appeared as `Adam Equipment " "Serial`." msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:3 msgid "Connect a screen" msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:5 msgid "" "In Odoo, an :abbr:`IoT (Internet of Things)` box can be connected to a " "screen display. After being configured, the screen can be used to display a " "Point of Sale (PoS) order to a client." msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:10 msgid "An example of a PoS (point of sale) order on a screen display." msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:12 msgid "" "Access the customer display by going to the :abbr:`IoT (Internet of Things)`" " box homepage and clicking on the :guilabel:`PoS Display` button. To get to " "the :abbr:`IoT (Internet of Things)` box homepage, navigate to " ":menuselection:`IoT app --> IoT Boxes` and click on the :abbr:`IoT (Internet" " of Things)` box homepage link." msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:20 msgid "" "The way to connect the screen display to the :abbr:`IoT (Internet of " "Things)` box differs depending on the model." msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:25 msgid "IoT Box model 4" msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:27 msgid "" "Connect up to two screens with micro-HDMI cables on the side of the " ":abbr:`IoT (Internet of Things)` box. If two screens are connected, they can" " display distinct content (see :ref:`Screen Usage `)." msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:31 msgid "IoT Box model 3" msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:33 msgid "" "Connect the screen with an HDMI cable on the side of the :abbr:`IoT " "(Internet of Things)` box." msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:36 msgid ":ref:`See the Raspberry Pi Schema `." msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:39 msgid "" "Screen(s) should be connected before the :abbr:`IoT (Internet of Things)` " "box is switched on. If it is already on, connect the screen(s), and then " "restart the :abbr:`IoT (Internet of Things)` box by unplugging it for ten " "seconds and plugging it back into its power source." msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:44 msgid "" "The usage of HDMI/micro-HDMI adapters may cause issues which will result in " "a blank, black screen on the screen display. Using the specific cable for " "the display connection is recommended." msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:47 msgid "" "If the connection was successful, the screen should display the " ":guilabel:`POS Client display` screen." msgstr "" #: ../../content/applications/general/iot/devices/screen.rst-1 msgid "" "The default \"POS Client Display\" screen that appears when a screen display is successfully\n" "connected to an IoT box." msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:55 msgid "" "The screen should also appear in the list of :guilabel:`Displays` on the " ":abbr:`IoT (Internet of Things)` box homepage. Alternatively, the display " "can be seen by accessing :menuselection:`IoT app --> Devices`." msgstr "" #: ../../content/applications/general/iot/devices/screen.rst-1 msgid "An example of a screen display name shown on the IoT Box Home Page." msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:64 msgid "" "If no screen is detected, a default display named :guilabel:`Distant " "Display` will be displayed instead. This indicates that there is no hardware" " screen connected." msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:0 msgid "The \"Distant Display\" screen name will be used if no screen is detected." msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:74 msgid "Usage" msgstr "用途" #: ../../content/applications/general/iot/devices/screen.rst:77 msgid "Show Point of Sale orders to customers" msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:79 msgid "" "To use the screen in the *Point of Sale app*, go to :menuselection:`Point of" " Sale --> Configuration --> Point of Sale`, select a :abbr:`PoS (Point of " "Sale)`, click :guilabel:`Edit` if necessary, and enable the :guilabel:`IoT " "Box` feature." msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:83 msgid "" "Next, select the screen from the :guilabel:`Customer Display` drop-down " "menu. Then click :guilabel:`Save`, if required." msgstr "" #: ../../content/applications/general/iot/devices/screen.rst-1 msgid "Connect the screen display to the Point of Sale app." msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:90 msgid "" "The screen is now available for :abbr:`PoS (Point of Sale)` sessions. A " "screen icon will appear in the menu at the top of the screen to indicate the" " screen's connection status." msgstr "" #: ../../content/applications/general/iot/devices/screen.rst-1 msgid "" "The \"screen\" icon on the Point of Sale display shows the connection status with the\n" "screen." msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:98 msgid "" "The screen will automatically show the :abbr:`PoS (Point of Sale)` orders " "and update when changes are made to the order." msgstr "" #: ../../content/applications/general/iot/devices/screen.rst-1 msgid "An example of a PoS order on a screen display." msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:106 msgid "Display a website on the screen" msgstr "" #: ../../content/applications/general/iot/devices/screen.rst:108 msgid "" "Open the screen form view by accessing :menuselection:`IoT app --> Devices " "--> Customer Display`. This allows the user to choose a particular website " "URL to display on the screen using the :guilabel:`Display URL` field." msgstr "" #: ../../content/applications/general/iot/iot_advanced.rst:5 msgid "Advanced" msgstr "進階" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:5 msgid "HTTPS certificate (IoT)" msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:7 msgid "" "*Hypertext Transfer Protocol Secure* (HTTPS) is the secure and encrypted " "version of *Hypertext Transfer Protocol* (HTTP), which is the primary " "protocol used for data communication between a web browser and a website. It" " secures communications by using an encryption protocol known as *Transport " "Layer Security* (TLS), previously called *Secure Sockets Layer* (SSL). The " "security of :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` relies on " ":abbr:`TLS (Transport Layer Security)` /:abbr:`SSL (Secure Sockets Layer)` " "certificates, which authenticate the provider and verify their identity." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:15 msgid "" "The use of HTTPS is required to communicate with certain network devices, " "particularly payment terminals. If the HTTPS certificate is not valid, some " "devices cannot interact with the IoT system." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:20 msgid "" "In this documentation and throughout Odoo, the term *HTTPS certificate* " "refers to a valid SSL certificate that allows an HTTPS connection." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:26 msgid "HTTPS certificate generation" msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:28 msgid "" "The HTTPS certificate is generated automatically. When the IoT system is " "(re-)started (e.g., after it is connected to the Odoo database), a request " "is sent to ``_, which returns the HTTPS certificate if" " the IoT system and database meet the eligibility criteria:" msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:34 msgid "" "The database must be a **production** instance. The database instance should" " not be a copy, a duplicate, a staging, or a development environment." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:36 msgid "" "The Odoo subscription must be ongoing (:guilabel:`In Progress` status) and " "have an :ref:`IoT box subscription ` line." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:39 msgid "When the certificate has been received:" msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:41 msgid "" "The IoT system's homepage address is updated to a new HTTPS URL ending with " "`.odoo-iot.com`. Click the URL to establish a secure HTTPS connection." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:0 msgid "Odoo IoT app IoT box with .odoo-iot.com domain." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:47 msgid "" "The :guilabel:`HTTPS certificate` banner displays the certificate's validity" " period. To view this information, click the :icon:`fa-cogs` " "(:guilabel:`cogs`) button on the IoT system's homepage." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:0 msgid "IoT box homepage with HTTPS certificate validity date." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:54 msgid "HTTPS certificate generation issues and errors" msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:57 msgid "The HTTPS certificate does not generate" msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:59 msgid "Potential causes include the following:" msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:61 msgid "" "No :ref:`IoT box subscription ` is linked to your " "account." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:62 msgid "" "The :ref:`IoT box subscription ` was added *after*" " connecting the IoT system to the database. In this case, refresh the IoT " "system's homepage or reboot/:ref:`restart ` the IoT" " system to regenerate the HTTPS certificate." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:65 msgid "" "The firewall is preventing the HTTPS certificate from generating correctly. " "In this case, deactivate the firewall until the certificate is successfully " "generated." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:69 msgid "" "Some devices, such as routers with a built-in firewall, can prevent the " "HTTPS certificate from generating." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:73 msgid "" "The IoT system's homepage can be accessed using its IP address but not the " "`xxx.odoo-iot.com` URL" msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:75 msgid "" "Contact your system or network administrator to address the issue. Network-" "related problems are beyond the scope of Odoo support services." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:78 msgid "" "If the router allows manual :abbr:`DNS (Domain Name System)` configuration, " "update the settings to use `Google DNS " "`_." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:80 msgid "" "If the router does not support this, you need to update the DNS settings " "directly on each device that interacts with the IoT system to use `Google " "DNS `_. Instructions for " "configuring DNS on individual devices can be found on the respective " "manufacturer's website." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:86 msgid "" "Some IoT devices, such as payment terminals, likely do not require DNS " "changes, as they are typically pre-configured with custom DNS settings." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:88 msgid "" "On some browsers, an error code mentioning the DNS (such as " "`DNS_PROBE_FINISHED_NXDOMAIN`) is displayed." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:92 msgid "Errors" msgstr "錯誤" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:94 msgid "" "A specific error code is displayed on the IoT system's homepage if any " "issues occur during the generation or reception of the HTTPS certificate." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:98 msgid "" "When you access the IoT system's homepage, it automatically checks for an " "HTTPS certificate and attempts to generate one if it is missing. If an error" " appears, refresh the page to see if the issue is resolved." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:103 msgid "`ERR_IOT_HTTPS_CHECK_NO_SERVER`" msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:105 msgid "" "The server configuration is missing, i.e., the Odoo instance is not " ":doc:`connected <../connect>` to the IoT system." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:109 msgid "`ERR_IOT_HTTPS_CHECK_CERT_READ_EXCEPTION`" msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:111 msgid "" "An error occurred while attempting to read the existing HTTPS certificate. " "Verify that the HTTPS certificate file is readable." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:115 msgid "`ERR_IOT_HTTPS_LOAD_NO_CREDENTIAL`" msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:117 msgid "" "The contract and/or database :abbr:`UUID (Universal Unique Identifier)` is " "missing form the IoT." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:119 msgid "" "Verify that both values are correctly configured. To update them, " ":ref:`access the IoT box's ` or :ref:`Windows virtual " "IoT's homepage `, click the :icon:`fa-cogs` " "(:guilabel:`cogs`) button, then click :guilabel:`Credential`." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:124 msgid "`ERR_IOT_HTTPS_LOAD_REQUEST_EXCEPTION`" msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:126 msgid "" "An unexpected error occurred while the IoT system tried to reach " "``_. This is likely due to network-related issues, " "such as:" msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:129 msgid "The IoT system does not have Internet access." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:130 msgid "" "Network restrictions (e.g., firewalls or VPNs) are preventing communication " "with https://www.odoo.com." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:134 msgid "" "To access the full request exception details with information regarding the " "error, :ref:`enable the developer mode `, click the IoT " "system's card in the IoT app, and click :guilabel:`Download logs` on the " ":ref:`IoT system's form `. To define the log levels " "recorded in the IoT system's log file, :ref:`access the IoT box's " "` or :ref:`Windows virtual IoT's ` homepage, click the :icon:`fa-cogs` (:guilabel:`cogs`) " "button, then :guilabel:`Log level` at the bottom of the page." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:141 msgid "" "To address network-related issues, contact your system or network " "administrator; these issues are beyond the scope of Odoo support services." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:145 msgid "`ERR_IOT_HTTPS_LOAD_REQUEST_STATUS`" msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:147 msgid "" "The IoT system successfully reached ``_ but received " "an unexpected `HTTP response (status codes) " "`_." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:150 msgid "" "This error code includes the HTTP status. For example, " "`ERR_IOT_HTTPS_LOAD_REQUEST_STATUS 404` means the server returned a \"Page " "Not Found\" response." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:153 msgid "To solve this issue:" msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:155 msgid "" "Open ``_ in a web browser to check if the website is " "temporarily down for maintenance." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:0 msgid "" "If ``_ is down for maintenance, wait for it to resume." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:0 msgid "" "If the website is operational, open a `support ticket " "`_ and make sure to include the 3-digit HTTPS " "status code in the ticket." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:162 msgid "`ERR_IOT_HTTPS_LOAD_REQUEST_NO_RESULT`" msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:164 msgid "" "The IoT system successfully connected to ``_, but the " "server refused to provide the HTTPS certificate." msgstr "" #: ../../content/applications/general/iot/iot_advanced/https_certificate_iot.rst:167 msgid "" "Check that the IoT system and database meet the :ref:`eligibility " "requirements ` for an HTTPS " "certificate." msgstr "" #: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:3 msgid "IoT box SSH connection" msgstr "" #: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:6 msgid "" "SSH connections are only available for :doc:`IoT boxes <../iot_box>`, not " "the :doc:`Windows virtual IoT <../windows_iot>`." msgstr "" #: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:10 msgid "" "This feature should **only** be used with trusted parties, as it provides " "administrative access to the IoT box, which can create security issues." msgstr "" #: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:12 msgid "" "Managing an SSH connection is **not** covered under the standard Odoo " "support scope. Visit the `Odoo Support `_ page " "for additional information about what is covered." msgstr "" #: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:16 msgid "" "To provide an :abbr:`SSH (secure shell protocol)` connection to an IoT box, " "you must generate a password:" msgstr "" #: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:19 msgid "" "Access the IoT box's homepage by opening the IoT app and clicking the IP " "address displayed on the IoT box's card." msgstr "" #: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:21 msgid "" "Click the :icon:`fa-cogs` (:guilabel:`cogs`) button at the top-right, then " ":guilabel:`Remote Debug`." msgstr "" #: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:23 msgid "" "In the :guilabel:`Remote Debugging` popup that opens, click " ":guilabel:`Generate` and save the password securely. Once you close the " "popup, the password will no longer be available." msgstr "" #: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:0 msgid "The Remote Debugging password generation window." msgstr "" #: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:29 msgid "" "Enter the :guilabel:`Authentication Token` provided by the user attempting " "to connect to the IoT box." msgstr "" #: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:31 msgid "Click :guilabel:`Enable Remote Debugging`." msgstr "" #: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:34 msgid ":doc:`../iot_box`" msgstr "" #: ../../content/applications/general/iot/iot_advanced/ssh_connect.rst:35 msgid ":doc:`../connect`" msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:3 msgid "IoT system updates" msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:5 msgid "" "Due to the complexity of IoT systems, the term *updating* can refer to " "several processes, including:" msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:7 msgid "" ":ref:`Updating the IoT system's image and/or core code " "`;" msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:8 msgid "" ":ref:`Updating the handlers `, which include the " "interfaces and drivers." msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:13 msgid "Image and core code update" msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:19 msgid "" "To check if the IoT box is up-to-date (and update it if needed), " ":ref:`access the IoT box's homepage `, click the " ":icon:`fa-cogs` (:guilabel:`cogs`) button at the top-right, then " ":guilabel:`Update` in the :guilabel:`Version` section." msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:24 msgid "" ":ref:`Enable the developer mode ` to view the current " "versions of the IoT box's image and core code." msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:27 msgid "**Image update**" msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:29 msgid "" "To update the IoT box's image, flash its SD card. Flashing can be performed " "using `balenaEtcher `_, a free and open-source " "tool for writing disk images to SD cards." msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:34 msgid "" "Updating the IoT system's image is often required after upgrading the Odoo " "database to a newer version." msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:36 msgid "" "A computer with a micro SD card reader/adapter is required to flash the " "micro SD card." msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:37 msgid "" "An alternative software for flashing the micro SD card is `Raspberry Pi " "Imager `_." msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:40 msgid "`Download balenaEtcher. `_" msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:41 msgid "Insert the IoT box's micro SD card into the computer or adapter." msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:42 msgid "" "Open balenaEtcher, click :guilabel:`Flash from URL`, and enter the following" " URL: `http://nightly.odoo.com/master/iotbox/iotbox-latest.zip`." msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:44 msgid "Click :guilabel:`Select target` and select the SD card." msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:45 msgid "Click :guilabel:`Flash` and wait for the process to finish." msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:0 msgid "Flashing the SD card with balenaEtcher" msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:50 msgid "**Core code update**" msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:52 msgid "" "To update the IoT box's core code, click :guilabel:`Update` under " ":guilabel:`IoT Box Update` in the :guilabel:`Update` popup." msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:56 msgid "" "This process may take over 30 minutes. **Do not turn off or unplug the IoT " "box** during this time, as doing so could leave the device in an " "inconsistent state, requiring the IoT box to be reflashed with a new image." msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:62 msgid "" "To update the Windows virtual IoT's image and code, :ref:`uninstall the " "program ` and :ref:`reinstall ` the latest package." msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:69 msgid "Handler (driver) update" msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:71 msgid "" "To update the IoT system's handlers (i.e., drivers and interfaces) and " "synchronize them with the configured server handler's code, for example, to " "resolve issues where :doc:`devices <../devices>` are not functioning " "properly with the IoT system, proceed as follows:" msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:75 msgid "" "Access the :ref:`IoT box's ` or :ref:`Windows virtual " "IoT's ` homepage and click the :icon:`fa-cogs` " "(:guilabel:`cogs`) button at the top-right." msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:78 msgid "Click :guilabel:`Update` in the :guilabel:`Version` section." msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:79 msgid "" "In the :guilabel:`Update` popup that opens, click :guilabel:`Force Drivers " "Update`." msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:82 msgid "" "If you have an :doc:`on-premise ` or " ":doc:`Odoo.sh ` database, the" " configured server must be up-to-date to ensure the handlers' code includes " "the latest fixes and patches." msgstr "" #: ../../content/applications/general/iot/iot_advanced/updating_iot.rst:87 msgid "" "A handler update is also performed automatically every time the IoT system " "is restarted unless the :guilabel:`Automatic drivers update` option is " "disabled in the :guilabel:`Technical information` tab in the :ref:`IoT " "system's form ` in Odoo." msgstr "" #: ../../content/applications/general/iot/iot_box.rst:5 msgid "To start using an IoT box:" msgstr "" #: ../../content/applications/general/iot/iot_box.rst:7 msgid "" "Make sure you have a :ref:`valid IoT box subscription ` in addition to your Odoo subscription." msgstr "" #: ../../content/applications/general/iot/iot_box.rst:9 msgid "Connect your :doc:`devices ` to the IoT box." msgstr "" #: ../../content/applications/general/iot/iot_box.rst:10 msgid ":ref:`Connect the IoT box to the network `." msgstr "" #: ../../content/applications/general/iot/iot_box.rst:11 msgid ":doc:`Connect the IoT box to your Odoo database `." msgstr "" #: ../../content/applications/general/iot/iot_box.rst:14 msgid "" "Devices can also be connected after the IoT box is added to the network " "and/or connected to the database; however, a reboot of the IoT box might be " "required." msgstr "" #: ../../content/applications/general/iot/iot_box.rst:20 msgid "Network connection" msgstr "" #: ../../content/applications/general/iot/iot_box.rst:22 msgid "" "The IoT box can be connected to the network via :ref:`Ethernet " "` or :ref:`Wi-Fi `." msgstr "" #: ../../content/applications/general/iot/iot_box.rst:26 msgid "" "**All** devices must be connected to the **same network**: the IoT box, the " "device(s) connected to the IoT box, and the computer connected to Odoo." msgstr "" #: ../../content/applications/general/iot/iot_box.rst:32 msgid "Ethernet" msgstr "" #: ../../content/applications/general/iot/iot_box.rst:34 msgid "" "Plug the Ethernet cable into the IoT box's Ethernet port and an available " "port on your router, then connect the IoT box to a power source." msgstr "" #: ../../content/applications/general/iot/iot_box.rst:40 msgid "Wi-Fi" msgstr "" #: ../../content/applications/general/iot/iot_box.rst:42 msgid "" "Make sure no Ethernet cable is connected to the IoT box and follow these " "steps:" msgstr "" #: ../../content/applications/general/iot/iot_box.rst:44 msgid "" "Connect the IoT box to a power source and wait a few minutes for it to power" " on." msgstr "" #: ../../content/applications/general/iot/iot_box.rst:45 msgid "" "Access your computer's Wi-Fi settings and select the IoT box's network. The " "network name is in the format `IoTBox-xxxxxxxxxxxx` (where `xxxxxxxxxxxx` is" " a unique identifier)." msgstr "" #: ../../content/applications/general/iot/iot_box.rst:47 msgid "" "Connect to the IoT box's Wi-Fi network and sign into it; your browser should" " automatically open and redirect to the :ref:`IoT box's homepage `." msgstr "" #: ../../content/applications/general/iot/iot_box.rst:51 msgid "" "Depending on your operating system, the browser might not open and redirect " "to the IoT box's homepage. In this case, open your browser manually and " "navigate to `http://10.11.12.1`." msgstr "" #: ../../content/applications/general/iot/iot_box.rst:54 msgid "" "On the IoT box's homepage, click :guilabel:`Configure` next to the " ":guilabel:`Internet Status` section." msgstr "" #: ../../content/applications/general/iot/iot_box.rst:56 msgid "" "Wait a few minutes for the available networks to be scanned, select the " "network, enter the Wi-Fi's password, and click :guilabel:`Connect`." msgstr "" #: ../../content/applications/general/iot/iot_box.rst:60 msgid "" "Once connected to the Wi-Fi network, the IoT box stops emitting its Wi-Fi " "signal, and the computer should automatically reconnect to its original " "network. If it does not, reconnect to it manually." msgstr "" #: ../../content/applications/general/iot/iot_box.rst:67 msgid "IoT box homepage" msgstr "" #: ../../content/applications/general/iot/iot_box.rst:69 msgid "" "To access the IoT box's homepage, open a web browser **on the same network " "as the IoT box** and navigate to the IoT box's IP address." msgstr "" #: ../../content/applications/general/iot/iot_box.rst-1 msgid "IoT box's homepage" msgstr "" #: ../../content/applications/general/iot/iot_box.rst:76 msgid "The IoT box's IP address can be retrieved by:" msgstr "" #: ../../content/applications/general/iot/iot_box.rst:78 msgid "" "connecting the IoT box to an external monitor: the IP address is displayed " "on the screen." msgstr "" #: ../../content/applications/general/iot/iot_box.rst:0 msgid "POS display with IoT box's IP address" msgstr "" #: ../../content/applications/general/iot/iot_box.rst:84 msgid "" "connecting the IoT box to a printer: the IP address is automatically " "printed." msgstr "" #: ../../content/applications/general/iot/iot_box.rst:85 msgid "" "accessing the administrator interface of the router to which the IoT box is " "connected or using third-party software to scan the network." msgstr "" #: ../../content/applications/general/iot/iot_box.rst:88 msgid "" "Once the IoT box is :doc:`connected to the Odoo database `, its " "homepage can be accessed from Odoo by opening the IoT app and clicking the " "URL displayed on the IoT box's card." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:5 msgid "To start using the Windows virtual IoT:" msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:7 msgid "" "Make sure all :ref:`prerequisites ` are met." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:8 msgid "" ":ref:`Install the Windows virtual IoT ` on a " "Windows computer." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:9 msgid ":ref:`Configure the Windows Firewall `." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:10 msgid "Connect your :doc:`devices ` to the Windows virtual IoT." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:11 msgid "" ":doc:`Connect the Windows virtual IoT to your Odoo database `." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:18 msgid "" "The following prerequisites must be met before setting up and using the " "Windows virtual IoT:" msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:20 msgid "A valid :ref:`IoT box subscription `." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:21 msgid "" "An updated and recent version of Windows (i.e., Windows 10 or Windows 11) " "installed on a Windows computer (laptop, desktop, or server)." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:33 msgid "Installation" msgstr "安裝" #: ../../content/applications/general/iot/windows_iot.rst:35 msgid "To install the Windows virtual IoT on a Windows computer:" msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:37 msgid "" "Access `Odoo's download page `_ and download the " "Odoo installation package for Windows **matching your database's version**." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:39 msgid "" "Open the downloaded :file:`.exe` file, allow the app to make changes to your" " device, select a language, and click :guilabel:`OK`." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:41 msgid "" "Click :guilabel:`Next`, then :guilabel:`I Agree` to accept the terms and " "conditions and continue." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:42 msgid "" "Select :guilabel:`Odoo IoT` from the :guilabel:`Select the type of install` " "dropdown list. The following components should be selected: Odoo Server, " "Odoo IoT, Nginx WebServer, and Ghostscript interpreter." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:45 msgid "" "Verify you have the required space on your computer and click " ":guilabel:`Next`." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:46 msgid "" "In the :guilabel:`Destination folder`, enter C:\\\\odoo and click " ":guilabel:`Install`." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:49 msgid "" "Do not install Odoo's Windows virtual IoT in any Windows user directory, as " "this can cause issues with :ref:`iot/https_certificate_iot/generation`." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:52 msgid "Once the installation is complete, click :guilabel:`Next`." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:53 msgid "" "Set up GPL Ghostscript: Click :guilabel:`Next`, agree to the terms and " "conditions, click :guilabel:`Install`, then :guilabel:`Finish`." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:55 msgid "" "Click :guilabel:`Next`, :guilabel:`Next`, and :guilabel:`Finish` to complete" " the setup. The :ref:`IoT system's homepage ` " "automatically opens in a web browser with the URL `http://localhost:8069`." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:60 msgid "" "If the web browser does not show anything, :ref:`restart " "` the Windows virtual IoT service." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:63 msgid "" "Check that you can access the :ref:`IoT system's homepage ` in a web browser:" msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:66 msgid "on the Windows virtual IoT computer, and" msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:67 msgid "" "on another device **on the same network as the IoT system** by navigating to" " the URL `http://xxx:8069` (where `xxx` is the IoT system's IP address)." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:69 msgid "" "on another device **on the same network as the IoT system** by navigating to" " the URL `https://xxx` (where `xxx` is the IoT system's IP address) to test " "for :doc:`HTTPS ` connection." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:74 msgid "" "If you cannot access the :ref:`IoT system's homepage ` from another device, create a :ref:`Windows Firewall " "` rule to allow communication through port `8069`." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:81 msgid "Windows Firewall configuration" msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:83 msgid "" "Firewalls help keep devices secure but can sometimes block legitimate " "connections. If the Windows virtual IoT isn't accessible on the :abbr:`LAN " "(Local Area Network)`, for example from another device, it could be due to a" " firewall blocking the connection. To prevent this issue, configure " "exceptions for network discovery in the :abbr:`OS (Operating System)` or " "firewall settings." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:89 msgid "" "If third-party firewall software is installed on the Windows computer, refer" " to the software's documentation to configure firewall exceptions." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:92 msgid "" "To create a rule on Windows Defender and allow communication through port " "`8069`, follow these steps:" msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:95 msgid "" "Search the Windows start menu for `firewall` and select the " ":guilabel:`Windows Defender Firewall with Advanced Security` app." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:97 msgid "In the left part of the window, select :guilabel:`Inbound Rules`." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:98 msgid "" "In the right part of the window, under :guilabel:`Actions`, click " ":guilabel:`New Rule`." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:99 msgid "" "In the :guilabel:`New Inbound Rule Wizard` that opens, select the " ":guilabel:`Port` type of rule and click :guilabel:`Next`." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:101 msgid "" "On the :guilabel:`Protocols and Ports` page, make sure :guilabel:`TCP` and " ":guilabel:`Specified local ports` are selected, enter the following in the " "field: `8069, 80, 443`, and click :guilabel:`Next`." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:106 msgid "" "Other ports may be necessary depending on your IoT devices. For example, for" " the " ":doc:`/applications/sales/point_of_sale/payment_methods/terminals/worldline`" " payment terminal, add the `9050` port." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:110 msgid "" "On the :guilabel:`Action` page, select :guilabel:`Allow the connection` and " "click :guilabel:`Next`." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:112 msgid "" "On the :guilabel:`Profile` page, disable any connection type(s) that don't " "apply to your Windows computer and click :guilabel:`Next`." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:114 msgid "" "On the :guilabel:`Name` page, provide a :guilabel:`Name` (e.g., `Odoo`) and," " optionally, a brief :guilabel:`Description`, then click :guilabel:`Finish`." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:118 msgid "" "`Windows Firewall rules documentation `_" msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:124 msgid "Windows virtual IoT homepage" msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:126 msgid "" "To access the Windows virtual IoT's homepage, navigate to the URL " "`http://localhost:8069` on the Windows virtual IoT computer or open a web " "browser from another computer **on the same network as the IoT system** and " "navigate to the URL `http://xxx:8069` (where `xxx` is the IoT system's IP " "address)." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:131 msgid "" "Once the Windows virtual IoT is :doc:`connected to the Odoo database " "`, its homepage can be accessed from Odoo by opening the IoT app " "and clicking the URL displayed on the IoT system's card." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst-1 msgid "Windows virtual IoT's homepage" msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:140 msgid "" "Make sure the :ref:`Windows Firewall is configured ` to allow access." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:143 msgid "Device connection" msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:145 msgid "" "Most :doc:`devices ` automatically connect to the Windows computer " "used for the Windows Virtual IoT through `Windows Plug and Play (PnP) " "`_. However, if " "Windows does not recognize the device automatically upon connection, the " "administrator may need to manually install the appropriate drivers." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:152 msgid "" "After connecting the devices to the computer, refresh the :ref:`IoT system's" " homepage ` to verify that the device is listed. " "If the device does not appear, :ref:`reload the handlers " "` from the :ref:`IoT system's homepage " "`." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:160 msgid "Windows virtual IoT restart" msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:162 msgid "" "To manually restart the Windows IoT server, search the Windows start menu " "for `services` and select the :guilabel:`Services` app. Scroll down to the " ":guilabel:`odoo-server-xxx` service (where `xxx` is the odoo version), " "right-click it, and select :guilabel:`Start` or :guilabel:`Restart`." msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:169 msgid "Windows virtual IoT uninstall" msgstr "" #: ../../content/applications/general/iot/windows_iot.rst:171 msgid "" "To uninstall the Windows virtual IoT, `uninstall " "`_ the Odoo " "program on your Windows computer. Confirm the uninstallation and complete " "the steps in the :guilabel:`Odoo Uninstall` dialog." msgstr "" #: ../../content/applications/general/multi_company.rst:3 msgid "Multi-company" msgstr "多公司處理" #: ../../content/applications/general/multi_company.rst:7 msgid "" "In Odoo, multiple companies can exist within a single database. This allows " "for some data to be shared among companies, while still maintaining some " "level of separation between entities." msgstr "" #: ../../content/applications/general/multi_company.rst:10 msgid "" "Before deciding to use the multi-company feature, there are several factors " "to consider." msgstr "" #: ../../content/applications/general/multi_company.rst:13 msgid "" "Multi-company is **only** available in *One App Free* databases, or with " "`Custom `_ plans." msgstr "" #: ../../content/applications/general/multi_company.rst:17 msgid "Accessing multiple companies" msgstr "" #: ../../content/applications/general/multi_company.rst:19 msgid "" "The list of :ref:`companies an employee has access to ` in a |mcd| can be found at the top-right of the main Odoo menu bar," " where the active company is listed. Click on the company name to reveal a " "list of all allowed companies. To switch to a different company, click on " "the company name in the drop-down menu. To enable multiple companies at " "once, tick the checkbox next to each desired company name." msgstr "" #: ../../content/applications/general/multi_company.rst:29 msgid "" "An example of the list of companies a user has access to when logged into a " "database." msgstr "" #: ../../content/applications/general/multi_company.rst:29 msgid "" "An example of a user with access to multiple companies. The current company " "is My Company (San Francisco), while My Company (Chicago) is also active." msgstr "" #: ../../content/applications/general/multi_company.rst:33 msgid "The database may refresh after each checkbox is ticked." msgstr "" #: ../../content/applications/general/multi_company.rst:38 msgid "Multiple active companies" msgstr "" #: ../../content/applications/general/multi_company.rst:40 msgid "" "If more than one company is active at a time, one company is highlighted in " "purple, and is listed on the menu bar. This is the considered the *current* " "company." msgstr "" #: ../../content/applications/general/multi_company.rst:43 msgid "" "When creating a new record, the current company is added to the record in " "the *Company* field, except under the following circumstances:" msgstr "" #: ../../content/applications/general/multi_company.rst:46 msgid "" "The *Company* field for a new product, or a new contact, is left blank." msgstr "" #: ../../content/applications/general/multi_company.rst:47 msgid "" "If there is a related document already in the system, the *Company* field on" " the new record defaults to the same company." msgstr "" #: ../../content/applications/general/multi_company.rst:51 msgid "" "Mitchell Admin has multiple companies enabled, but the current company is " "`My Company (Chicago)`. When he creates a new product record, the " ":guilabel:`Company` field is left blank by default." msgstr "" #: ../../content/applications/general/multi_company.rst:54 msgid "" "When a new sales team is created, the :guilabel:`Company` field " "automatically defaults to `My Company (Chicago)`." msgstr "" #: ../../content/applications/general/multi_company.rst:60 msgid "Share data" msgstr "" #: ../../content/applications/general/multi_company.rst:62 msgid "" "In a |mcd|, certain records are able to be utilized by all of the companies " "(or several, based on permissions)." msgstr "" #: ../../content/applications/general/multi_company.rst:66 msgid "Products" msgstr "產品" #: ../../content/applications/general/multi_company.rst:68 msgid "" "In an |mcd|, new products are created with the :ref:`Company field " "` blank, by default. If the *Company* field " "remains blank, the product is shared across all companies." msgstr "" #: ../../content/applications/general/multi_company.rst:72 msgid "Contacts" msgstr "聯絡人" #: ../../content/applications/general/multi_company.rst:74 msgid "" "Similar to products, contact records are shared across companies, by " "default. To limit access to a single company, click the :ref:`Company field " "` on a contact form, and select a company to " "assign the contact to." msgstr "" #: ../../content/applications/general/multi_company.rst:81 msgid "" "The :ref:`Inter-Company Transactions ` feature allows" " for one company in the database to sell or purchase goods and services from" " another company within the same database. Counterpart documents for orders " "and invoices can be automatically generated and synchronized, depending on " "the configuration settings." msgstr "" #: ../../content/applications/general/multi_company.rst:87 msgid "" "To ensure inter-company transactions are handled appropriately, certain " "configurations, such as fiscal positions and localizations, need to be " "accurately assigned. See :ref:`Inter-Company Transactions ` for additional information." msgstr "" #: ../../content/applications/general/multi_company.rst:92 msgid "Use cases" msgstr "使用例子" #: ../../content/applications/general/multi_company.rst:95 msgid "Multinational companies" msgstr "" #: ../../content/applications/general/multi_company.rst:97 msgid "" "A multinational retail chain, which operates in the United States and " "Canada, needs to manage transactions in both USD and CAD currencies." msgstr "" #: ../../content/applications/general/multi_company.rst:100 msgid "" "Additionally, because both countries have different tax laws and " "regulations, it is in the best interest of the customer to utilize the " "multi-company feature." msgstr "" #: ../../content/applications/general/multi_company.rst:103 msgid "" "This allows for inter-company transactions they need to manage inventory " "moves across international borders, while making it simple to sell to " "customers in both countries in their own currency." msgstr "" #: ../../content/applications/general/multi_company.rst:107 msgid "Separate processes" msgstr "" #: ../../content/applications/general/multi_company.rst:109 msgid "" "A small furniture company is developing a new line of products that require " "a separate procurement, inventory, and manufacturing process. The new " "products are drastically different from the existing catalog. The company is" " considering utilizing the multi-company feature to treat this new line as a" " different entity." msgstr "" #: ../../content/applications/general/multi_company.rst:114 msgid "" "To keep their database from becoming overly complex, the furniture company " "does not need to add an entirely new company. Instead, they can take " "advantage of existing features, such as :doc:`analytic accounting " "<../finance/accounting/reporting/analytic_accounting>`, and multiple " "warehouses, to manage the new product line, without having to overly " "complicate transactions." msgstr "" #: ../../content/applications/general/multi_company.rst:120 msgid "Limitations" msgstr "" #: ../../content/applications/general/multi_company.rst:122 msgid "" "In some instances, a |mcd| may *not* be the best option, due to potential " "limitations." msgstr "" #: ../../content/applications/general/multi_company.rst:125 #: ../../content/applications/general/users/access_rights.rst:3 msgid "Access rights" msgstr "存取權限" #: ../../content/applications/general/multi_company.rst:127 msgid "" "A user's access rights are configured on a database level. If a user has " "access to more than one company in a |mcd|, their access rights are the same" " across every company." msgstr "" #: ../../content/applications/general/multi_company.rst:131 msgid "Shared records" msgstr "" #: ../../content/applications/general/multi_company.rst:133 msgid "" "Individual records are either :ref:`shared ` between " "all companies, or belong to a single company." msgstr "" #: ../../content/applications/general/multi_company.rst:137 msgid "PDF Reports" msgstr "" #: ../../content/applications/general/multi_company.rst:139 msgid "" "Some customizations, specifically for PDF reports, apply to all companies. " "It is not always possible to separate reports for individual companies." msgstr "" #: ../../content/applications/general/users.rst:5 #: ../../content/applications/general/users/access_rights.rst:32 msgid "Users" msgstr "使用者" #: ../../content/applications/general/users.rst:7 msgid "" "Odoo defines a *user* as someone who has access to a database. An " "administrator can add as many users as the company needs and, in order to " "restrict the type of information each user can access, rules can be applied " "to each user. Users and access rights can be added and changed at any point." msgstr "" #: ../../content/applications/general/users.rst:12 msgid ":doc:`users/language`" msgstr "" #: ../../content/applications/general/users.rst:13 msgid ":doc:`users/access_rights`" msgstr "" #: ../../content/applications/general/users.rst:14 msgid ":ref:`access-rights/superuser`" msgstr "" #: ../../content/applications/general/users.rst:15 msgid ":ref:`access-rights/groups`" msgstr "" #: ../../content/applications/general/users.rst:20 msgid "Add individual users" msgstr "" #: ../../content/applications/general/users.rst:22 msgid "" "To add new users, navigate to :menuselection:`Settings app --> Users section" " --> Manage Users`, and click on :guilabel:`New`." msgstr "" #: ../../content/applications/general/users.rst-1 msgid "View of the settings page emphasizing the manage users field in Odoo." msgstr "" #: ../../content/applications/general/users.rst:29 msgid "" "Fill in the form with all the required information. Under the :doc:`Access " "Rights ` tab, choose the group within each application " "the user can have access to." msgstr "" #: ../../content/applications/general/users.rst:32 msgid "" "The list of applications shown is based on the applications installed on the" " database." msgstr "" #: ../../content/applications/general/users.rst-1 msgid "View of a user's form emphasizing the access rights tab in Odoo." msgstr "" #: ../../content/applications/general/users.rst:38 msgid "" "After filling out all the necessary fields on the page, manually " ":guilabel:`Save`. An invitation email is automatically sent to the user, " "using the email in the :guilabel:`Email Address` field. The user must click " "on the link included in the email to accept the invitation, and to create a " "database login." msgstr "" #: ../../content/applications/general/users.rst-1 msgid "" "View of a user's form with a notification that the invitation email has been" " sent in Odoo." msgstr "" #: ../../content/applications/general/users.rst:48 msgid "" "If the company is on a monthly subscription plan, the database automatically" " updates to reflect the added users. If the company is on a yearly or multi-" "year plan, an expiration banner appears in the database. An upsell quotation" " can be created by clicking the banner to update the subscription. " "Alternatively, `send a support ticket `_ to " "resolve the issue." msgstr "" #: ../../content/applications/general/users.rst:55 msgid "User type" msgstr "" #: ../../content/applications/general/users.rst:57 msgid "" ":guilabel:`User Type` can be selected from the :guilabel:`Access Rights` tab" " of the user form, accessible via :menuselection:`Settings app --> Users " "section --> Manage Users`." msgstr "" #: ../../content/applications/general/users.rst:60 msgid "" "There are three types of users: :guilabel:`Internal User`, " ":guilabel:`Portal`, and :guilabel:`Public`." msgstr "" #: ../../content/applications/general/users.rst-1 msgid "" "View of a user's form in developer mode emphasizing the user type field in " "Odoo." msgstr "" #: ../../content/applications/general/users.rst:68 msgid "" "Users are considered internal database users. Portal users are external " "users, who only have access to the database portal to view records. See the " "documentation on :doc:`users/portal`." msgstr "" #: ../../content/applications/general/users.rst:71 msgid "Public users are those visiting websites, via the website's frontend." msgstr "" #: ../../content/applications/general/users.rst:73 msgid "" "The :guilabel:`Portal` and :guilabel:`Public` user options do **not** allow " "the administrator to choose access rights. These users have specific access " "rights pre-set (such as, record rules and restricted menus), and usually do " "not belong to the usual Odoo groups." msgstr "" #: ../../content/applications/general/users.rst:80 msgid "Deactivate users" msgstr "" #: ../../content/applications/general/users.rst:82 msgid "" "To deactivate (i.e. archive) a user, navigate to :menuselection:`Settings " "app --> Users section --> Manage Users`. Then, tick the checkbox to the left" " of the user(s) to be deactivated." msgstr "" #: ../../content/applications/general/users.rst:85 msgid "" "After selecting the appropriate user to be archived, click the :guilabel:`⚙️" " Actions` icon, and select :guilabel:`Archive` from the resulting drop-down " "menu. Then, click :guilabel:`OK` from the :guilabel:`Confirmation` pop-up " "window that appears." msgstr "" #: ../../content/applications/general/users.rst:90 msgid "" "**Never** deactivate the main/administrator user (admin). Making changes to " "admin users can have a detrimental impact on the database. This includes " "*impotent admin*, which means that no user in the database can make changes " "to the access rights. For this reason, Odoo recommends contacting an Odoo " "Business Analyst, or our Support Team, before making changes." msgstr "" #: ../../content/applications/general/users.rst:96 msgid "Error: too many users" msgstr "" #: ../../content/applications/general/users.rst:98 msgid "" "If there are more users in an Odoo database than provisioned in the Odoo " "Enterprise subscription, the following message is displayed." msgstr "" #: ../../content/applications/general/users.rst-1 msgid "Too many users on a database error message." msgstr "" #: ../../content/applications/general/users.rst:105 msgid "" "When the message appears, the database administrator has 30 days to act " "before the database expires. The countdown is updated every day." msgstr "" #: ../../content/applications/general/users.rst:108 msgid "To resolve the issue, either:" msgstr "" #: ../../content/applications/general/users.rst:110 msgid "" "Add more users to the subscription by clicking the :guilabel:`Upgrade your " "subscription` link displayed in the message to validate the upsell " "quotation, and pay for the extra users." msgstr "" #: ../../content/applications/general/users.rst:112 msgid "" ":ref:`Deactivate users `, and reject the upsell quotation." msgstr "" #: ../../content/applications/general/users.rst:115 msgid "" "If the company is on a monthly subscription plan, the database automatically" " updates to reflect the added users. If the company is on a yearly or multi-" "year plan, an expiration banner appears in the database. An upsell quotation" " can be created by clicking the banner to update the subscription. " "Alternatively, users can `send a support ticket " "`_ to resolve the issue." msgstr "" #: ../../content/applications/general/users.rst:121 msgid "" "Once the database has the correct number of users, the expiration message " "disappears automatically after a few days, when the next verification " "occurs." msgstr "" #: ../../content/applications/general/users.rst:127 msgid "Password management" msgstr "" #: ../../content/applications/general/users.rst:129 msgid "" "Password management is an important part of granting users autonomous access" " to the database at all times. Odoo offers a few different methods to reset " "a user's password." msgstr "" #: ../../content/applications/general/users.rst:133 msgid "" "Odoo has a setting to specify the length needed for a password. This setting" " can be accessed by navigating to :menuselection:`Settings app --> " "Permissions` section, and entering the desired password length in the " ":guilabel:`Minimum Password Length` field. By default the value is `8`." msgstr "" #: ../../content/applications/general/users.rst-1 msgid "" "Minimum Password Length highlighted in the Permissions section of General " "Settings." msgstr "" #: ../../content/applications/general/users.rst:144 msgid "Reset password" msgstr "" #: ../../content/applications/general/users.rst:146 msgid "" "Sometimes, users might wish to reset their personal password for added " "security, so they are the only ones with access to the password. Odoo offers" " two different reset options: one initiated by the user to reset the " "password, and another where the administrator triggers a reset." msgstr "" #: ../../content/applications/general/users.rst:153 msgid "Enable password reset from login page" msgstr "" #: ../../content/applications/general/users.rst:155 msgid "" "It is possible to enable/disable password resets directly from the login " "page. This action is completed by the individual user, and this setting is " "enabled by default." msgstr "" #: ../../content/applications/general/users.rst:158 msgid "" "To change this setting, go to :menuselection:`Settings app --> Permissions` " "section, activate :guilabel:`Password Reset`, and then click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/general/users.rst-1 msgid "Enabling Password Reset in Odoo Settings" msgstr "" #: ../../content/applications/general/users.rst:165 msgid "" "On the login page, click :guilabel:`Reset Password` to initiate the password" " reset process, and have a reset-token sent to the email on file." msgstr "" #: ../../content/applications/general/users.rst-1 msgid "Login screen on Odoo.com with the password reset option highlighted." msgstr "" #: ../../content/applications/general/users.rst:175 msgid "Send reset instructions" msgstr "" #: ../../content/applications/general/users.rst:177 msgid "" "Go to :menuselection:`Settings app --> Users & Companies --> Users`, select " "the user from the list, and click on :guilabel:`Send Password Reset " "Instructions` on the user form. An email is automatically sent to them with " "password reset instructions." msgstr "" #: ../../content/applications/general/users.rst:182 msgid "" "The :guilabel:`Send Password Reset Instructions` button **only** appears if " "the Odoo invitation email has already been confirmed by the user. Otherwise," " a :guilabel:`Re-send Invitation Email` button appears." msgstr "" #: ../../content/applications/general/users.rst:186 msgid "" "This email contains all the instructions needed to reset the password, along" " with a link redirecting the user to an Odoo login page." msgstr "" #: ../../content/applications/general/users.rst-1 msgid "Example of an email with a password reset link for an Odoo account." msgstr "" #: ../../content/applications/general/users.rst:196 msgid "Change user password" msgstr "" #: ../../content/applications/general/users.rst:198 msgid "" "Go to :menuselection:`Settings app --> Users & Companies --> Users`, and " "select a user to access its form. Click on the :guilabel:`⚙️ Actions` icon, " "and select :guilabel:`Change Password` from, the resulting drop-down menu. " "Enter a new password in the :guilabel:`New Password` column of the " ":guilabel:`Change Password` pop-up window that appears, and confirm the " "change by clicking :guilabel:`Change Password`." msgstr "" #: ../../content/applications/general/users.rst-1 msgid "Change a user's password on Odoo." msgstr "" #: ../../content/applications/general/users.rst:209 msgid "" "This operation only modifies the password of the users locally, and does " "**not** affect their odoo.com account." msgstr "" #: ../../content/applications/general/users.rst:212 msgid "" "If the odoo.com password needs to be changed, use the :ref:`send the " "password reset instructions `. Odoo.com " "passwords grant access to the *My Databases* page, and other portal " "features." msgstr "" #: ../../content/applications/general/users.rst:216 msgid "" "After clicking :guilabel:`Change Password`, the page is redirected to an " "Odoo login page where the database can be re-accessed using the new " "password." msgstr "" #: ../../content/applications/general/users.rst:222 msgid "Multi Companies" msgstr "多公司" #: ../../content/applications/general/users.rst:224 msgid "" "The :guilabel:`Multi Companies` field on a user form allows an administrator" " to provide access to multiple companies for users. To configure a multi-" "company environment for a user, navigate to the desired user by going to: " ":menuselection:`Settings app --> Users section --> Manage users`. Then, " "select the user to open their user form, and configure with multi-company " "access." msgstr "" #: ../../content/applications/general/users.rst:229 msgid "" "Under :guilabel:`Multi Companies` in the :guilabel:`Access Rights` tab, set " "the fields labeled :guilabel:`Allowed Companies` and :guilabel:`Default " "Company`." msgstr "" #: ../../content/applications/general/users.rst:232 msgid "" "The :guilabel:`Allowed Companies` field can contain multiple companies. " "These are the companies the user can access and edit, according to the set " "access rights. The :guilabel:`Default Company` is the company the user " "defaults to, upon logging in each time. This field can contain only **one** " "company." msgstr "" #: ../../content/applications/general/users.rst:238 msgid "" "If multi-company access is not configured correctly, it could lead to " "inconsistent multi-company behaviors. Because of this, only experienced Odoo" " users should make access rights changes to users for databases with a " "multi-company configuration. For technical explanations, refer to the " "developer documentation on :doc:`../../../developer/howtos/company`." msgstr "" #: ../../content/applications/general/users.rst-1 msgid "View of a user's form emphasizing the multi companies field in Odoo." msgstr "" #: ../../content/applications/general/users.rst:248 msgid ":doc:`companies`" msgstr "" #: ../../content/applications/general/users/2fa.rst:3 msgid "Two-factor authentication" msgstr "兩步驟驗證" #: ../../content/applications/general/users/2fa.rst:8 msgid "" "*Two-factor authentication (2FA)* is a way to improve security, and prevent " "unauthorized persons from accessing user accounts." msgstr "" #: ../../content/applications/general/users/2fa.rst:11 msgid "" "Practically, |2fa| means storing a secret inside an *authenticator*, usually" " on a mobile phone, and exchanging a code from the authenticator when trying" " to log in." msgstr "" #: ../../content/applications/general/users/2fa.rst:14 msgid "" "This means an unauthorized user would need to guess the account password " "*and* have access to the authenticator, which is a more difficult " "proposition." msgstr "" #: ../../content/applications/general/users/2fa.rst:18 msgid "Requirements" msgstr "要求" #: ../../content/applications/general/users/2fa.rst:21 msgid "" "These lists are just examples. They are **not** endorsements of any specific" " software." msgstr "" #: ../../content/applications/general/users/2fa.rst:23 msgid "" "Phone-based authenticators are the easiest and most commonly used. Examples " "include:" msgstr "" #: ../../content/applications/general/users/2fa.rst:25 msgid "`Authy `_" msgstr "" #: ../../content/applications/general/users/2fa.rst:26 msgid "`FreeOTP `_" msgstr "" #: ../../content/applications/general/users/2fa.rst:27 msgid "" "`Google Authenticator " "`_" msgstr "" #: ../../content/applications/general/users/2fa.rst:28 msgid "`LastPass Authenticator `_" msgstr "" #: ../../content/applications/general/users/2fa.rst:29 msgid "" "`Microsoft Authenticator `_" msgstr "" #: ../../content/applications/general/users/2fa.rst:32 msgid "Password managers are another option. Common examples include:" msgstr "" #: ../../content/applications/general/users/2fa.rst:34 msgid "`1Password `_" msgstr "" #: ../../content/applications/general/users/2fa.rst:35 msgid "`Bitwarden `_," msgstr "" #: ../../content/applications/general/users/2fa.rst:38 msgid "" "The remainder of this document uses Google Authenticator as an example, as " "it is one of the most commonly used. This is **not** an endorsement of the " "product." msgstr "" #: ../../content/applications/general/users/2fa.rst:42 msgid "Two-factor authentication setup" msgstr "" #: ../../content/applications/general/users/2fa.rst:44 msgid "" "After selecting an authenticator, log in to Odoo, then click the profile " "avatar in the upper-right corner, and select :guilabel:`My Profile` from the" " resulting drop-down menu." msgstr "" #: ../../content/applications/general/users/2fa.rst:47 msgid "" "Click the :guilabel:`Account Security` tab, then slide the :guilabel:`Two-" "Factor Authentication` toggle to *active*." msgstr "" #: ../../content/applications/general/users/2fa.rst:53 msgid "" "This generates a :guilabel:`Security Control` pop-up window that requires " "password confirmation to continue. Enter the appropriate password, then " "click :guilabel:`Confirm Password`. Next, a :guilabel:`Two-Factor " "Authentication Activation` pop-up window appears, with a |QR|." msgstr "" #: ../../content/applications/general/users/2fa.rst:61 msgid "" "Using the desired authenticator application, scan the |QR| when prompted." msgstr "" #: ../../content/applications/general/users/2fa.rst:64 msgid "" "If scanning the screen is not possible (e.g. the setup is being completed on" " the *same* device as the authenticator application), clicking the provided " ":guilabel:`Cannot scan it?` link, or copying the secret to manually set up " "the authenticator, is an alternative." msgstr "" #: ../../content/applications/general/users/2fa.rst:74 msgid "Afterwards, the authenticator should display a *verification code*." msgstr "" #: ../../content/applications/general/users/2fa.rst:79 msgid "" "Enter the code into the :guilabel:`Verification Code` field, then click " ":guilabel:`Activate`." msgstr "" #: ../../content/applications/general/users/2fa.rst:85 msgid "Logging in" msgstr "" #: ../../content/applications/general/users/2fa.rst:87 msgid "To confirm |2fa| setup is complete, log out of Odoo." msgstr "" #: ../../content/applications/general/users/2fa.rst:89 msgid "" "On the login page, input the username and password, then click " ":guilabel:`Log in`. On the :guilabel:`Two-factor Authentication` page, input" " the code provided by the chosen authenticator in the " ":guilabel:`Authentication Code` field, then click :guilabel:`Log in`." msgstr "" #: ../../content/applications/general/users/2fa.rst-1 msgid "The login page with 2fa enabled." msgstr "" #: ../../content/applications/general/users/2fa.rst:98 msgid "" "If a user loses access to their authenticator, an administrator **must** " "deactivate |2fa| on the account before the user can log in." msgstr "" #: ../../content/applications/general/users/2fa.rst:102 msgid "Enforce two-factor authentication" msgstr "實行雙因素認證" #: ../../content/applications/general/users/2fa.rst:104 msgid "" "To enforce the use of |2fa| for all users, first navigate to " ":menuselection:`Main Odoo Dashboard --> Apps`. Remove the :guilabel:`Apps` " "filter from the :guilabel:`Search...` bar, then search for `2FA by mail`." msgstr "" #: ../../content/applications/general/users/2fa.rst:108 msgid "" "Click :guilabel:`Install` on the Kanban card for the :guilabel:`2FA by mail`" " module." msgstr "" #: ../../content/applications/general/users/2fa.rst-1 msgid "The 2FA by mail module in the Apps directory." msgstr "" #: ../../content/applications/general/users/2fa.rst:114 msgid "" "After installation is complete, go to :guilabel:`Settings app: Permissions`." " Tick the checkbox labeled, :guilabel:`Enforce two-factor authentication`. " "Then, use the radio buttons to choose whether to apply this setting to " ":guilabel:`Employees only`, or :guilabel:`All users`." msgstr "" #: ../../content/applications/general/users/2fa.rst:119 msgid "" "Selecting :guilabel:`All users` applies the setting to portal users, in " "addition to employees." msgstr "" #: ../../content/applications/general/users/2fa.rst-1 msgid "The enforce two factor setting in the Settings application." msgstr "" #: ../../content/applications/general/users/2fa.rst:125 msgid "Click :guilabel:`Save` to commit any unsaved changes." msgstr "" #: ../../content/applications/general/users/access_rights.rst:5 msgid "" "*Access rights* are permissions that determine the content and applications " "users can access and edit. In Odoo, these permissions can be set for " "individual users or for groups of users. Limiting permissions to only those " "who need them ensures that users do not modify or delete anything they " "should not have access to." msgstr "" #: ../../content/applications/general/users/access_rights.rst:10 msgid "**Only** an *administrator* can change access rights." msgstr "" #: ../../content/applications/general/users/access_rights.rst:13 msgid "" "Making changes to access rights can have a detrimental impact on the " "database. This includes *impotent admin*, which means that no user in the " "database can make changes to the access rights. For this reason, Odoo " "recommends contacting an Odoo Business Analyst, or our Support Team, before " "making changes." msgstr "" #: ../../content/applications/general/users/access_rights.rst:19 msgid "" "A user **must** have the specific *Administration* access rights set on " "their user profile, in order to make changes on another user's settings for " "access rights." msgstr "" #: ../../content/applications/general/users/access_rights.rst:22 msgid "" "To access this setting, navigate to :menuselection:`Settings app --> Manage " "users --> select a user --> Access Rights tab --> Administration section -->" " Administration field`." msgstr "" #: ../../content/applications/general/users/access_rights.rst:25 msgid "" "Once at the setting, an already existing administrator **must** change the " "setting in the :guilabel:`Administration` field to :guilabel:`Access " "Rights`." msgstr "" #: ../../content/applications/general/users/access_rights.rst:28 msgid "" "Once complete, click :guilabel:`Save` to save the changes, and implement the" " user as an administrator." msgstr "" #: ../../content/applications/general/users/access_rights.rst:34 msgid "" "The access rights for :ref:`individual users ` are set" " when the user is added to the database, but they can be adjusted at any " "point in the user's profile." msgstr "" #: ../../content/applications/general/users/access_rights.rst:37 msgid "" "To make changes to a user's rights, click on the desired user to edit their " "profile." msgstr "" #: ../../content/applications/general/users/access_rights.rst-1 msgid "" "Users menu in the Users & Companies section of the Settings app of Odoo." msgstr "" #: ../../content/applications/general/users/access_rights.rst:43 msgid "" "On the user's profile page, in the :guilabel:`Access Rights` tab, scroll " "down to view the current permissions." msgstr "" #: ../../content/applications/general/users/access_rights.rst:46 msgid "" "For each app, use the drop-down menu to select what level of permission this" " user should have. The options vary for each section, yet the most common " "are: :guilabel:`Blank/None`, :guilabel:`User: Own Documents`, " ":guilabel:`User: All Documents`, or :guilabel:`Administrator`." msgstr "" #: ../../content/applications/general/users/access_rights.rst:50 msgid "" "The :guilabel:`Administration` field in the :guilabel:`Access Rights` tab " "has the following options: :guilabel:`Settings` or :guilabel:`Access " "Rights`." msgstr "" #: ../../content/applications/general/users/access_rights.rst-1 msgid "The Sales apps drop-down menu to set the user's level of permissions." msgstr "" #: ../../content/applications/general/users/access_rights.rst:60 msgid "Create and modify groups" msgstr "" #: ../../content/applications/general/users/access_rights.rst:62 msgid "" "*Groups* are app-specific sets of permissions that are used to manage common" " access rights for a large amount of users. Administrators can modify the " "existing groups in Odoo, or create new ones to define rules for models " "within an application." msgstr "" #: ../../content/applications/general/users/access_rights.rst:66 msgid "" "To access groups, first activate Odoo's :ref:`developer mode `, then go to :menuselection:`Settings app --> Users & Companies --> " "Groups`." msgstr "" #: ../../content/applications/general/users/access_rights.rst-1 msgid "" "Groups menu in the Users & Companies section of the Settings app of Odoo." msgstr "" #: ../../content/applications/general/users/access_rights.rst:73 msgid "" "To create a new group from the :guilabel:`Groups` page, click " ":guilabel:`Create`. Then, from the blank group form, select an " ":guilabel:`Application`, and complete the group form (detailed below)." msgstr "" #: ../../content/applications/general/users/access_rights.rst:76 msgid "" "To modify existing groups, click on an existing group from the list " "displayed on the :guilabel:`Groups` page, and edit the contents of the form." msgstr "" #: ../../content/applications/general/users/access_rights.rst:79 msgid "" "Enter a :guilabel:`Name` for the group and tick the checkbox next to " ":guilabel:`Share Group`, if this group was created to set access rights for " "sharing data with some users." msgstr "" #: ../../content/applications/general/users/access_rights.rst:83 msgid "" "Always test the settings being changed to ensure they are being applied to " "the correct users." msgstr "" #: ../../content/applications/general/users/access_rights.rst:85 msgid "" "The group form contains multiple tabs for managing all elements of the " "group. In each tab, click :guilabel:`Add a line` to add a new row for users " "or rules, and click the :guilabel:`❌ (remove)` icon to remove a row." msgstr "" #: ../../content/applications/general/users/access_rights.rst-1 msgid "Tabs in the Groups form to modify the settings of the group." msgstr "" #: ../../content/applications/general/users/access_rights.rst:93 msgid "" ":guilabel:`Users` tab: lists the current users in the group. Users listed in" " black have administrative rights. Users without administrative access " "appear in blue. Click :guilabel:`Add a line` to add users to this group." msgstr "" #: ../../content/applications/general/users/access_rights.rst:96 msgid "" ":guilabel:`Inherited` tab: inherited means that users added to this group " "are automatically added to the groups listed on this tab. Click " ":guilabel:`Add a line` to add inherited groups." msgstr "" #: ../../content/applications/general/users/access_rights.rst:100 msgid "" "For example, if the group *Sales/Administrator* lists the group " "*Website/Restricted Editor* in its :guilabel:`Inherited` tab, then any users" " added to the *Sales/Administrator* group automatically receive access to " "the *Website/Restricted Editor* group, as well." msgstr "" #: ../../content/applications/general/users/access_rights.rst:104 msgid "" ":guilabel:`Menus` tab: defines which menus/models the group can have access " "to. Click :guilabel:`Add a line` to add a specific menu." msgstr "" #: ../../content/applications/general/users/access_rights.rst:106 msgid "" ":guilabel:`Views` tab: lists which views in Odoo the group has access to. " "Click :guilabel:`Add a line` to add a view to the group." msgstr "" #: ../../content/applications/general/users/access_rights.rst:108 msgid "" ":guilabel:`Access Rights` tab: lists the first level of rights (models) that" " this group has access rights to. Click :guilabel:`Add a line` to link " "access rights to this group. In this tab, the :guilabel:`Model` column " "represents the common name of the menu/model, and the :guilabel:`Name` " "column represents the technical name given to the model. For each model, " "enable the following options as appropriate:" msgstr "" #: ../../content/applications/general/users/access_rights.rst:114 msgid ":guilabel:`Read`: users can see the object's existing values." msgstr "" #: ../../content/applications/general/users/access_rights.rst:115 msgid ":guilabel:`Write`: users can edit the object's existing values." msgstr "" #: ../../content/applications/general/users/access_rights.rst:116 msgid ":guilabel:`Create`: users can create new values for the object." msgstr "" #: ../../content/applications/general/users/access_rights.rst:117 msgid ":guilabel:`Delete`: users can delete values for the object." msgstr "" #: ../../content/applications/general/users/access_rights.rst:120 msgid "" "First try searching for the common name of the model in the drop-down menu " "of the :guilabel:`Model` column. The :guilabel:`Model` technical name can be" " found by expanding the model common name, which can be done by clicking the" " :guilabel:`(external link)` icon." msgstr "" #: ../../content/applications/general/users/access_rights.rst:124 msgid "" "The model technical name can also be accessed in :ref:`developer mode " "`." msgstr "" #: ../../content/applications/general/users/access_rights.rst:126 msgid "" "On a form, navigate to any field, and hover over the field name. A box of " "backend information reveals itself with the specific Odoo :guilabel:`Model` " "name in the backend. This is the technical name of the model that should be " "added." msgstr "" #: ../../content/applications/general/users/access_rights.rst:0 msgid "" "Technical information shown on a field of a model, with object highlighted." msgstr "" #: ../../content/applications/general/users/access_rights.rst:134 msgid "" ":guilabel:`Record Rules`: lists the second layer of editing and visibility " "rights. :guilabel:`Record Rules` overwrite, or refine, the group's access " "rights. Click :guilabel:`Add a line` to add a record rule to this group. For" " each rule, choose values for the following options:" msgstr "" #: ../../content/applications/general/users/access_rights.rst:138 msgid ":guilabel:`Apply for Read`." msgstr "" #: ../../content/applications/general/users/access_rights.rst:139 msgid ":guilabel:`Apply for Write`." msgstr "" #: ../../content/applications/general/users/access_rights.rst:140 msgid ":guilabel:`Apply for Create`." msgstr "" #: ../../content/applications/general/users/access_rights.rst:141 msgid ":guilabel:`Apply for Delete`." msgstr "" #: ../../content/applications/general/users/access_rights.rst:144 msgid "" "Record rules are written using a *domain*, or conditions that filter data. A" " domain expression is a list of such conditions. For example:" msgstr "" #: ../../content/applications/general/users/access_rights.rst:147 msgid "" "`[('mrp_production_ids', 'in', " "user.partner_id.commercial_partner_id.production_ids.ids)]`" msgstr "" #: ../../content/applications/general/users/access_rights.rst:149 msgid "" "This record rule is to enable MRP consumption warnings for subcontractors." msgstr "" #: ../../content/applications/general/users/access_rights.rst:151 msgid "" "Odoo has a library of preconfigured record rules for ease of use. Users " "without knowledge of domains (and domain expressions) should consult an Odoo" " Business Analyst, or the Odoo Support Team, before making changes." msgstr "" #: ../../content/applications/general/users/access_rights.rst:158 msgid "Superuser mode" msgstr "" #: ../../content/applications/general/users/access_rights.rst:160 msgid "" "*Superuser mode* allows the user to bypass record rules and access rights. " "To activate *Superuser mode*, first, activate :ref:`developer mode " "`. Then, navigate to the *debug* menu, represented by a " ":guilabel:`🪲 (bug)` icon, located in the top banner." msgstr "" #: ../../content/applications/general/users/access_rights.rst:164 msgid "" "Finally, towards the bottom of the menu, click :guilabel:`Become Superuser`." msgstr "" #: ../../content/applications/general/users/access_rights.rst:167 msgid "" "Only users with *Settings* access for the *Administration* section of the " "*Access Rights* (in their user profile) are allowed to log in to *Superuser " "mode*." msgstr "" #: ../../content/applications/general/users/access_rights.rst:171 msgid "" "*Superuser mode* allows for circumvention of record rules and access rights," " and therefore, should be exercised with extreme caution." msgstr "" #: ../../content/applications/general/users/access_rights.rst:174 msgid "" "Upon exiting *Superuser mode*, users may be locked out of the database, due " "to changes that were made. This can cause *impotent admin*, or an " "administrator without the ability to change access rights/settings." msgstr "" #: ../../content/applications/general/users/access_rights.rst:178 msgid "" "In this case contact Odoo Support here: `new help ticket " "`_. The support team is able to restore access " "using a support login." msgstr "" #: ../../content/applications/general/users/access_rights.rst:181 msgid "" "To leave *Superuser mode*, log out of the account, by navigating to the " "upper-right corner, and clicking on the :guilabel:`OdooBot` username. Then, " "select the :guilabel:`Log out` option." msgstr "" #: ../../content/applications/general/users/access_rights.rst:185 msgid "" "An alternative way to activate *Superuser mode* is to login as a superuser. " "To do that, navigate to the login screen, and enter the appropriate " ":guilabel:`Email` and :guilabel:`Password`." msgstr "" #: ../../content/applications/general/users/access_rights.rst:188 msgid "" "Instead of clicking :guilabel:`Login`, click :guilabel:`Log in as " "superuser`." msgstr "" #: ../../content/applications/general/users/azure.rst:3 msgid "Microsoft Azure sign-in authentication" msgstr "" #: ../../content/applications/general/users/azure.rst:5 msgid "" "The Microsoft Azure OAuth sign-in authentication is a useful function that " "allows Odoo users to sign in to their database with their Microsoft Azure " "account." msgstr "" #: ../../content/applications/general/users/azure.rst:8 msgid "" "This is particularly helpful if the organization uses Azure Workspace, and " "wants employees within the organization to connect to Odoo using their " "Microsoft Accounts." msgstr "" #: ../../content/applications/general/users/azure.rst:12 msgid "" "Databases hosted on Odoo.com should not use OAuth login for the owner or " "administrator of the database as it would unlink the database from their " "Odoo.com account. If OAuth is set up for that user, the database will no " "longer be able to be duplicated, renamed, or otherwise managed from the " "Odoo.com portal." msgstr "" #: ../../content/applications/general/users/azure.rst:18 msgid ":doc:`../../productivity/calendar/outlook`" msgstr "" #: ../../content/applications/general/users/azure.rst:19 msgid ":doc:`../email_communication/azure_oauth`" msgstr "" #: ../../content/applications/general/users/azure.rst:24 msgid "" "Integrating the Microsoft sign-in function requires configuration on " "Microsoft and Odoo." msgstr "" #: ../../content/applications/general/users/azure.rst:27 msgid "Odoo System Parameter" msgstr "" #: ../../content/applications/general/users/azure.rst:29 msgid "" "First activate the :ref:`developer mode `, and then go to " ":menuselection:`Settings --> Technical --> System Parameters`." msgstr "" #: ../../content/applications/general/users/azure.rst:32 msgid "" "Click :guilabel:`Create` and on the new/blank form that appears, add the " "following system parameter `auth_oauth.authorization_header` to the " ":guilabel:`Key` field, and set the :guilabel:`Value` to `1`. Then click " ":guilabel:`Save` to finish." msgstr "" #: ../../content/applications/general/users/azure.rst:37 msgid "Microsoft Azure dashboard" msgstr "" #: ../../content/applications/general/users/azure.rst:42 msgid "" "Now that the system parameters in Odoo have been set up, it's time to create" " a corresponding application inside of Microsoft Azure. To get started " "creating the new application, go to `Microsoft's Azure Portal " "`_. Log in with the :guilabel:`Microsoft Outlook " "Office 365` account if there is one, otherwise, log in with a personal " ":guilabel:`Microsoft account`." msgstr "" #: ../../content/applications/general/users/azure.rst:49 msgid "" "A user with administrative access to the *Azure Settings* must connect and " "perform the following configuration steps below." msgstr "" #: ../../content/applications/general/users/azure.rst:52 msgid "" "Next, navigate to the section labeled :guilabel:`Manage Microsoft Entra ID` " "(formally *Azure Active Directory*). The location of this link is usually in" " the center of the page." msgstr "" #: ../../content/applications/general/users/azure.rst:55 msgid "" "Now, click on the :guilabel:`Add (+)` icon, located in the top menu, and " "then select :guilabel:`App registration` from the drop-down menu. On the " ":guilabel:`Register an application` screen, rename the :guilabel:`Name` " "field to `Odoo Login OAuth` or a similarly recognizable title. Under the " ":guilabel:`Supported account types` section select the option for " ":guilabel:`Accounts in this organizational directory only (Default Directory" " only - Single tenant)`." msgstr "" #: ../../content/applications/general/users/azure.rst:62 msgid "" "The :guilabel:`Supported account types` can vary by Microsoft account type " "and end use of the OAuth. For example: Is the login meant for internal users" " within one organization or is it meant for customer portal access? The " "above configuration is used for internal users in an organization." msgstr "" #: ../../content/applications/general/users/azure.rst:67 msgid "" "Choose :guilabel:`Personal Microsoft accounts only` if the target audience " "is meant for portal users. Choose :guilabel:`Accounts in this organizational" " directory only (Default Directory only - Single tenant)` if the target " "audience is company users." msgstr "" #: ../../content/applications/general/users/azure.rst:71 msgid "" "Under the :guilabel:`Redirect URL` section, select :guilabel:`Web` as the " "platform, and then input `https:///auth_oauth/signin` in the " ":guilabel:`URL` field. The Odoo base :abbr:`URL (Uniform Resource Locator)` " "is the canonical domain at which your Odoo instance can be reached (e.g. " "*mydatabase.odoo.com* if you are hosted on Odoo.com) in the :guilabel:`URL` " "field. Then, click :guilabel:`Register`, and the application is created." msgstr "" #: ../../content/applications/general/users/azure.rst:78 msgid "Authentication" msgstr "驗證" #: ../../content/applications/general/users/azure.rst:80 msgid "" "Edit the new app's authentication by clicking on the " ":guilabel:`Authentication` menu item in the left menu after being redirected" " to the application's settings from the previous step." msgstr "" #: ../../content/applications/general/users/azure.rst:83 msgid "" "Next, the type of *tokens* needed for the OAuth authentication will be " "chosen. These are not currency tokens but rather authentication tokens that " "are passed between Microsoft and Odoo. Therefore, there is no cost for these" " tokens; they are used merely for authentication purposes between two " ":abbr:`APIs (application programming interfaces)`. Select the tokens that " "should be issued by the authorization endpoint by scrolling down the screen " "and check the boxes labeled: :guilabel:`Access tokens (used for implicit " "flows)` and :guilabel:`ID tokens (used for implicit and hybrid flows)`." msgstr "" "然後，將選擇 OAuth 身份驗證所需的 **權杖** 類型。它們是在微軟與 Odoo " "之間傳遞的身份驗證權杖。因此，這些權杖無需任何費用；它們只會用於兩個 :abbr:`API (應用程式介面)` " "之間，用作身份驗證用途。向下滾動螢幕，並選取 :guilabel:`存取權杖（用於隱式流程）` 及 " ":guilabel:`識別碼權杖（用於隱式及混合流程）` 的勾選方格，以選擇授權終端點應簽發的權杖。" #: ../../content/applications/general/users/azure.rst-1 msgid "Authentication settings and endpoint tokens." msgstr "" #: ../../content/applications/general/users/azure.rst:95 msgid "Click :guilabel:`Save` to ensure these settings are saved." msgstr "" #: ../../content/applications/general/users/azure.rst:98 msgid "Gather credentials" msgstr "" #: ../../content/applications/general/users/azure.rst:100 msgid "" "With the application created and authenticated in the Microsoft Azure " "console, credentials will be gathered next. To do so, click on the " ":guilabel:`Overview` menu item in the left-hand column. Select and copy the " ":guilabel:`Application (client) ID` in the window that appears. Paste this " "credential to a clipboard / notepad, as this credential will be used in the " "Odoo configuration later." msgstr "" #: ../../content/applications/general/users/azure.rst:105 msgid "" "After finishing this step, click on :guilabel:`Endpoints` on the top menu " "and click the *copy icon* next to :guilabel:`OAuth 2.0 authorization " "endpoint (v2)` field. Paste this value in the clipboard / notepad." msgstr "" #: ../../content/applications/general/users/azure.rst-1 msgid "Application ID and OAuth 2.0 authorization endpoint (v2) credentials." msgstr "" #: ../../content/applications/general/users/azure.rst:114 #: ../../content/applications/general/users/facebook.rst:111 msgid "Odoo setup" msgstr "" #: ../../content/applications/general/users/azure.rst:116 msgid "" "Finally, the last step in the Microsoft Azure OAuth configuration is to " "configure some settings in Odoo. Navigate to :menuselection:`Settings --> " "Integrations --> OAuth Authentication` and check the box to activate the " "OAuth login feature. Click :guilabel:`Save` to ensure the progress is saved." " Then, sign in to the database once the login screen loads." msgstr "" #: ../../content/applications/general/users/azure.rst:121 msgid "" "Once again, navigate to :menuselection:`Settings --> Integrations --> OAuth " "Authentication` and click on :guilabel:`OAuth Providers`. Now, select " ":guilabel:`New` in the upper-left corner and name the provider `Azure`." msgstr "" #: ../../content/applications/general/users/azure.rst:125 msgid "" "Paste the :guilabel:`Application (client) ID` from the previous section into" " the :guilabel:`Client ID` field. After completing this, paste the new " ":guilabel:`OAuth 2.0 authorization endpoint (v2)` value into the " ":guilabel:`Authorization URL` field." msgstr "" #: ../../content/applications/general/users/azure.rst:129 msgid "" "For the :guilabel:`UserInfo URL` field, paste the following :abbr:`URL " "(Uniform Resource Locator)`: `https://graph.microsoft.com/oidc/userinfo`" msgstr "" #: ../../content/applications/general/users/azure.rst:132 msgid "" "In the :guilabel:`Scope` field, paste the following value: `openid profile " "email`. Next, the Windows logo can be used as the CSS class on the login " "screen by entering the following value: `fa fa-fw fa-windows`, in the " ":guilabel:`CSS class` field." msgstr "" #: ../../content/applications/general/users/azure.rst:136 msgid "" "Check the box next to the :guilabel:`Allowed` field to enable the OAuth " "provider. Finally, add `Microsoft Azure` to the :guilabel:`Login button " "label` field. This text will appear next to the Windows logo on the login " "page." msgstr "" #: ../../content/applications/general/users/azure.rst-1 msgid "Odoo provider setup in the Settings application." msgstr "" #: ../../content/applications/general/users/azure.rst:144 msgid "" ":guilabel:`Save` the changes to complete the OAuth authentication setup in " "Odoo." msgstr "" #: ../../content/applications/general/users/azure.rst:147 msgid "User experience flows" msgstr "" #: ../../content/applications/general/users/azure.rst:149 msgid "" "For a user to log in to Odoo using Microsoft Azure, the user must be on the " ":menuselection:`Odoo password reset page`. This is the only way that Odoo is" " able to link the Microsoft Azure account and allow the user to log in." msgstr "" #: ../../content/applications/general/users/azure.rst:154 msgid "" "Existing users must :ref:`reset their password ` to " "access the :menuselection:`Odoo password reset page`. New Odoo users must " "click the new user invitation link that was sent via email, then click on " ":guilabel:`Microsoft Azure`. Users should not set a new password." msgstr "" #: ../../content/applications/general/users/azure.rst:159 msgid "" "To sign in to Odoo for the first time using the Microsoft Azure OAuth " "provider, navigate to the :menuselection:`Odoo password reset page` (using " "the new user invitation link). A password reset page should appear. Then, " "click on the option labeled :guilabel:`Microsoft Azure`. The page will " "redirect to the Microsoft login page." msgstr "" #: ../../content/applications/general/users/azure.rst-1 msgid "Microsoft Outlook login page." msgstr "" #: ../../content/applications/general/users/azure.rst:168 msgid "" "Enter the :guilabel:`Microsoft Email Address` and click :guilabel:`Next`. " "Follow the process to sign in to the account. Should :abbr:`2FA (Two Factor " "Authentication)` be turned on, then an extra step may be required." msgstr "" #: ../../content/applications/general/users/azure.rst-1 msgid "Enter Microsoft login credentials." msgstr "" #: ../../content/applications/general/users/azure.rst:176 msgid "" "Finally, after logging in to the account, the page will redirect to a " "permissions page where the user will be prompted to :guilabel:`Accept` the " "conditions that the Odoo application will access their Microsoft " "information." msgstr "" #: ../../content/applications/general/users/azure.rst-1 msgid "" "Accept Microsoft conditions for permission access to your account " "information." msgstr "" #: ../../content/applications/general/users/facebook.rst:3 msgid "Facebook sign-in authentication" msgstr "" #: ../../content/applications/general/users/facebook.rst:5 msgid "" "The *Facebook* OAuth sign-in function allows Odoo users to sign in to their " "database with their Facebook account." msgstr "" #: ../../content/applications/general/users/facebook.rst:9 msgid "" "Databases housed on Odoo.com should **not** use OAuth login for the owner or" " administrator of the database, as it would unlink the database from their " "Odoo.com account. If OAuth is setup for that user, the database can no " "longer be duplicated, renamed, or otherwise managed from the Odoo.com " "portal." msgstr "" #: ../../content/applications/general/users/facebook.rst:15 msgid "Meta for Developers setup" msgstr "" #: ../../content/applications/general/users/facebook.rst:17 msgid "" "Go to `Meta for Developers `_ and log in. " "Click :guilabel:`My Apps`. On the :guilabel:`Apps` page, click " ":guilabel:`Create App`." msgstr "" #: ../../content/applications/general/users/facebook.rst:20 msgid "" "On the :guilabel:`Use cases` page, select :guilabel:`Authenticate and " "request data from users with Facebook Login`, then click :guilabel:`Next`." msgstr "" #: ../../content/applications/general/users/facebook.rst:23 msgid "" "In the :guilabel:`Add an app name` field, enter `Odoo Login OAuth`, or a " "similar title." msgstr "" #: ../../content/applications/general/users/facebook.rst:26 msgid "" "The :guilabel:`App contact email` automatically defaults to the email " "address associated with the Meta account. If this email address is not " "regularly monitored, it may be wise to use another email address." msgstr "" #: ../../content/applications/general/users/facebook.rst:30 msgid "" "Click :guilabel:`Next`. Review the :guilabel:`Publishing requirements`, the " ":guilabel:`Meta Platform Terms`, and :guilabel:`Developer Policies`. Then, " "click :guilabel:`Create app`." msgstr "" #: ../../content/applications/general/users/facebook.rst:34 msgid "Clicking :guilabel:`Create app` may require password re-entry." msgstr "" #: ../../content/applications/general/users/facebook.rst:37 msgid "Customize app" msgstr "" #: ../../content/applications/general/users/facebook.rst:39 msgid "" "After the new app is created, the :guilabel:`Dashboard` page appears, with a" " list of steps to be completed before the app can be published. From here, " "click :guilabel:`Customize adding a Facebook Login button`." msgstr "" #: ../../content/applications/general/users/facebook.rst-1 msgid "The App Dashboard in the Meta for developers platform." msgstr "" #: ../../content/applications/general/users/facebook.rst:47 msgid "On the :guilabel:`Customize` page, click :guilabel:`Settings`." msgstr "" #: ../../content/applications/general/users/facebook.rst:49 msgid "" "In the :guilabel:`Valid OAuth Redirect URIs` field, enter `https:///auth_oauth/signin`, replacing `` with the URL of " "the applicable database." msgstr "" #: ../../content/applications/general/users/facebook.rst:53 msgid "" "If a database has the URL `https://example.odoo.com`, the URL " "`https://example.odoo.com/auth_oauth/signin` would be entered in the " ":guilabel:`Valid OAuth Redirect URIs` field." msgstr "" #: ../../content/applications/general/users/facebook.rst:57 msgid "Click :guilabel:`Save changes` when finished." msgstr "" #: ../../content/applications/general/users/facebook.rst:60 msgid "Configure settings" msgstr "" #: ../../content/applications/general/users/facebook.rst:62 msgid "" "At the far left of the page, click :menuselection:`App settings --> Basic`. " "This page contains additional settings that are required before the app can " "be submitted for approval." msgstr "" #: ../../content/applications/general/users/facebook.rst:65 msgid "" "In the :guilabel:`Privacy Policy URL` field, enter " "`https://www.odoo.com/privacy`." msgstr "" #: ../../content/applications/general/users/facebook.rst:68 msgid "" "``_ is the default privacy policy for " "databases hosted on Odoo.com." msgstr "" #: ../../content/applications/general/users/facebook.rst:70 msgid "" "Click the :guilabel:`App Icon` field to open a file upload window. From " "here, select and upload an app icon." msgstr "" #: ../../content/applications/general/users/facebook.rst:73 msgid "" "In the :guilabel:`User data deletion` field, enter " "`https://www.odoo.com/documentation/17.0/administration/odoo_accounts.html`." msgstr "" #: ../../content/applications/general/users/facebook.rst:77 msgid "" "This document provides instructions on how a user can delete their Odoo " "account." msgstr "" #: ../../content/applications/general/users/facebook.rst:79 msgid "" "Lastly, click the :guilabel:`Category` field, and select :guilabel:`Business" " and pages` from the drop-down menu." msgstr "" #: ../../content/applications/general/users/facebook.rst:82 msgid "Click :guilabel:`Save changes`." msgstr "按一下 :guilabel:`儲存變更`。" #: ../../content/applications/general/users/facebook.rst-1 msgid "" "An exampled of the Basic Settings page in the Meta for developers platform." msgstr "" #: ../../content/applications/general/users/facebook.rst:91 msgid "Capture app ID" msgstr "" #: ../../content/applications/general/users/facebook.rst:93 msgid "" "After the app is created, and approved, select and copy the :guilabel:`App " "ID`. Paste this information on a clipboard or notepad file, as it is needed " "in a later step to complete the setup." msgstr "" #: ../../content/applications/general/users/facebook.rst:97 msgid "Publish" msgstr "公開" #: ../../content/applications/general/users/facebook.rst:99 msgid "" "On the left side of the page, click :guilabel:`Publish`. Depending on the " "status of the connected Facebook account, additional verification and " "testing steps may be required, and are listed on this page." msgstr "" #: ../../content/applications/general/users/facebook.rst:103 msgid "After reviewing the information, click :guilabel:`Publish`." msgstr "" #: ../../content/applications/general/users/facebook.rst:106 msgid "" "Additional information regarding Meta App Development, including further " "details on building, testing, and use cases, can be found in the `Meta for " "developers documentation " "`_." msgstr "" #: ../../content/applications/general/users/facebook.rst:113 msgid "First, activate :ref:`Developer mode `." msgstr "" #: ../../content/applications/general/users/facebook.rst:115 msgid "" "Navigate to the :menuselection:`Settings app`, and scroll down to the " ":guilabel:`Integrations` section. There, tick the checkbox labeled, " ":guilabel:`OAuth Authentication`. Click :guilabel:`Save`." msgstr "" #: ../../content/applications/general/users/facebook.rst-1 msgid "The enable OAuth setting in the Settings app." msgstr "" #: ../../content/applications/general/users/facebook.rst:122 msgid "Then, sign in to the database once the login screen loads." msgstr "" #: ../../content/applications/general/users/facebook.rst:124 msgid "" "After successfully logging in, navigate to :menuselection:`Settings app --> " "Users & Companies --> OAuth Providers`. Click :guilabel:`Facebook Graph`." msgstr "" #: ../../content/applications/general/users/facebook.rst:127 msgid "" "In the :guilabel:`Client ID` field, enter the :ref:`App ID ` " "from the previous section, then tick the :guilabel:`Allowed` checkbox." msgstr "" #: ../../content/applications/general/users/facebook.rst-1 msgid "The Facebook Graph record in Odoo." msgstr "" #: ../../content/applications/general/users/google.rst:3 msgid "Google Sign-In Authentication" msgstr "" #: ../../content/applications/general/users/google.rst:5 msgid "" "The *Google Sign-In Authentication* is a useful function that allows Odoo " "users to sign in to their database with their Google account." msgstr "" #: ../../content/applications/general/users/google.rst:8 msgid "" "This is particularly helpful if the organization uses Google Workspace, and " "wants employees within the organization to connect to Odoo using their " "Google Accounts." msgstr "" #: ../../content/applications/general/users/google.rst:12 msgid "" "Databases hosted on Odoo.com should not use Oauth login for the owner or " "administrator of the database as it would unlink the database from their " "Odoo.com account. If Oauth is set up for that user, the database will no " "longer be able to be duplicated, renamed or otherwise managed from the " "Odoo.com portal." msgstr "" #: ../../content/applications/general/users/google.rst:19 msgid ":doc:`../email_communication/google_oauth`" msgstr "" #: ../../content/applications/general/users/google.rst:26 msgid "" "The integration of the Google sign-in function requires configuration both " "on Google *and* Odoo." msgstr "" #: ../../content/applications/general/users/google.rst:31 msgid "Google API Dashboard" msgstr "" #: ../../content/applications/general/users/google.rst:33 msgid "" "Go to the `Google API Dashboard `_." msgstr "" #: ../../content/applications/general/users/google.rst:34 msgid "" "Make sure the right project is opened. If there isn't a project yet, click " "on :guilabel:`Create Project`, fill out the project name and other details " "of the company, and click on :guilabel:`Create`." msgstr "" #: ../../content/applications/general/users/google.rst:0 msgid "Filling out the details of a new project." msgstr "" #: ../../content/applications/general/users/google.rst:43 msgid "Choose the name of the company from the drop-down menu." msgstr "" #: ../../content/applications/general/users/google.rst:50 msgid "On the left side menu, click on :menuselection:`OAuth consent screen`." msgstr "" #: ../../content/applications/general/users/google.rst:0 msgid "Google OAuth consent selection menu." msgstr "" #: ../../content/applications/general/users/google.rst:56 msgid "" "Choose one of the options (:guilabel:`Internal` / :guilabel:`External`), and" " click on :guilabel:`Create`." msgstr "" #: ../../content/applications/general/users/google.rst:0 msgid "Choice of a user type in OAuth consent." msgstr "" #: ../../content/applications/general/users/google.rst:71 msgid "" "Fill out the required details and domain info, then click on :guilabel:`Save" " and Continue`." msgstr "" #: ../../content/applications/general/users/google.rst:72 msgid "" "On the :menuselection:`Scopes` page, leave all fields as is, and click on " ":guilabel:`Save and Continue`." msgstr "" #: ../../content/applications/general/users/google.rst:74 msgid "" "Next, if continuing in testing mode (*External*), add the email addresses " "being configured under the :guilabel:`Test users` step by clicking on " ":guilabel:`Add Users`, and then the :guilabel:`Save and Continue` button. A " "summary of the app registration appears." msgstr "" #: ../../content/applications/general/users/google.rst:77 msgid "" "Finally, scroll to the bottom, and click on :guilabel:`Back to Dashboard`." msgstr "" #: ../../content/applications/general/users/google.rst:82 msgid "Credentials" msgstr "憑證" #: ../../content/applications/general/users/google.rst:84 msgid "On the left side menu, click on :menuselection:`Credentials`." msgstr "" #: ../../content/applications/general/users/google.rst:0 msgid "Credentials button menu." msgstr "" #: ../../content/applications/general/users/google.rst:90 msgid "" "Click on :guilabel:`Create Credentials`, and select :guilabel:`OAuth client " "ID`." msgstr "" #: ../../content/applications/general/users/google.rst:0 msgid "OAuth client id selection." msgstr "" #: ../../content/applications/general/users/google.rst:96 msgid "" "Select :guilabel:`Web Application` as the :guilabel:`Application Type`. Now," " configure the allowed pages on which Odoo will be redirected." msgstr "" #: ../../content/applications/general/users/google.rst:99 msgid "" "In order to achieve this, in the :guilabel:`Authorized redirect URIs` field," " enter the database's domain immediately followed by `/auth_oauth/signin`. " "For example: `https://mydomain.odoo.com/auth_oauth/signin`, then click on " ":guilabel:`Create`." msgstr "" #: ../../content/applications/general/users/google.rst:103 msgid "" "Now that the *OAuth client* has been created, a screen will appear with the " ":guilabel:`Client ID` and :guilabel:`Client Secret`. Copy the " ":guilabel:`Client ID` for later, as it will be necessary for the " "configuration in Odoo, which will be covered in the following steps." msgstr "" #: ../../content/applications/general/users/google.rst:110 msgid "Google Authentication on Odoo" msgstr "" #: ../../content/applications/general/users/google.rst:115 msgid "Retrieve the Client ID" msgstr "" #: ../../content/applications/general/users/google.rst:117 msgid "" "Once the previous steps are complete, two keys are generated on the Google " "API Dashboard: :guilabel:`Client ID` and :guilabel:`Client Secret`. Copy the" " :guilabel:`Client ID`." msgstr "" #: ../../content/applications/general/users/google.rst-1 msgid "Google OAuth Client ID generated." msgstr "" #: ../../content/applications/general/users/google.rst:127 msgid "Odoo activation" msgstr "" #: ../../content/applications/general/users/google.rst:129 msgid "" "Go to :menuselection:`Odoo General Settings --> Integrations` and activate " ":guilabel:`OAuth Authentication`." msgstr "" #: ../../content/applications/general/users/google.rst:133 msgid "Odoo may prompt the user to log-in again after this step." msgstr "" #: ../../content/applications/general/users/google.rst:135 msgid "" "Go back to :menuselection:`General Settings --> Integrations --> OAuth " "Authentication`, activate the selection and :guilabel:`Save`. Next, return " "to :menuselection:`General Settings --> Integrations --> Google " "Authentication` and activate the selection. Then fill out the " ":guilabel:`Client ID` with the key from the Google API Dashboard, and " ":guilabel:`Save`." msgstr "" #: ../../content/applications/general/users/google.rst:0 msgid "Filling out the client id in Odoo settings." msgstr "" #: ../../content/applications/general/users/google.rst:145 msgid "" "Google OAuth2 configuration can also be accessed by clicking on " ":guilabel:`OAuth Providers` under the :guilabel:`OAuth Authentication` " "heading in :menuselection:`Integrations`." msgstr "" #: ../../content/applications/general/users/google.rst:151 msgid "Log in to Odoo with Google" msgstr "" #: ../../content/applications/general/users/google.rst:153 msgid "" "To link the Google account to the Odoo profile, click on :guilabel:`Log in " "with Google` when first logging into Odoo." msgstr "" #: ../../content/applications/general/users/google.rst:0 msgid "Reset password screen with \"Log in with Google\" button." msgstr "" #: ../../content/applications/general/users/google.rst:161 msgid "" "Existing users must :ref:`reset their password ` to " "access the :menuselection:`Reset Password` page, while new users can " "directly click on :guilabel:`Log in with Google`, instead of choosing a new " "password." msgstr "" #: ../../content/applications/general/users/google.rst:166 msgid "" "`Google Cloud Platform Console Help - Setting up OAuth 2.0 " "`_" msgstr "" #: ../../content/applications/general/users/language.rst:3 #: ../../content/applications/general/users/language.rst:30 msgid "Change languages" msgstr "" #: ../../content/applications/general/users/language.rst:5 msgid "" "You select the language of your database upon its creation. However, you can" " :ref:`add ` and :ref:`install ` additional " "languages to allow users to manage the database in another language or to " ":doc:`translate <../../websites/website/configuration/translate>` your " "website." msgstr "" #: ../../content/applications/general/users/language.rst:13 msgid "Add languages" msgstr "新增語言" #: ../../content/applications/general/users/language.rst:15 msgid "To download additional languages:" msgstr "" #: ../../content/applications/general/users/language.rst:17 msgid "" "either click the profile icon in the upper-right corner, select " ":menuselection:`My profile`, and click the :icon:`fa-globe` " "(:guilabel:`globe`) icon next to the :guilabel:`Language` field;" msgstr "" #: ../../content/applications/general/users/language.rst:19 msgid "" "or go to the **Settings** app, and click :guilabel:`Add Languages` in the " ":guilabel:`Languages` section." msgstr "" #: ../../content/applications/general/users/language.rst:22 msgid "" "You can then select the languages you want from the dropdown menu and click " ":guilabel:`Add`." msgstr "" #: ../../content/applications/general/users/language.rst:25 msgid ":doc:`Translations <../../websites/website/configuration/translate>`" msgstr "" #: ../../content/applications/general/users/language.rst:32 msgid "" "To select their preferred language, users can click the profile icon in the " "upper-right corner, go to :menuselection:`My profile`, and select a " ":guilabel:`Language` in the dropdown list." msgstr "" #: ../../content/applications/general/users/language.rst:36 msgid "Change another user's language" msgstr "" #: ../../content/applications/general/users/language.rst:38 msgid "To change the database language for a user:" msgstr "" #: ../../content/applications/general/users/language.rst:40 msgid "" "Go to the :guilabel:`Settings` app and click :guilabel:`Manage Users` in the" " :guilabel:`Users` section." msgstr "" #: ../../content/applications/general/users/language.rst:43 msgid "Click on the user whose language you want to change." msgstr "" #: ../../content/applications/general/users/language.rst:45 msgid "" "Go to the :guilabel:`Preferences` tab and select a previously " ":ref:`installed language ` from the :guilabel:`Language` " "dropdown menu." msgstr "" #: ../../content/applications/general/users/language.rst:49 msgid "" "Emails and documents will be sent to the user in the selected language." msgstr "" #: ../../content/applications/general/users/ldap.rst:3 msgid "LDAP authentication" msgstr "" #: ../../content/applications/general/users/ldap.rst:5 msgid "" "To configure :abbr:`LDAP (Lightweight Directory Access Protocol)` " "authentication in Odoo:" msgstr "" #: ../../content/applications/general/users/ldap.rst:7 msgid "" "Open the Settings app, scroll down to the :guilabel:`Integrations` section, " "and enable :guilabel:`LDAP Authentication`." msgstr "" #: ../../content/applications/general/users/ldap.rst:9 msgid "" "Click :guilabel:`Save`, then go back to the :guilabel:`Integrations` section" " and click :guilabel:`LDAP Server`." msgstr "" #: ../../content/applications/general/users/ldap.rst:11 msgid "" "In the :guilabel:`Set up your LDAP Server` list, click :guilabel:`New`, then" " select the required company in the dropdown list." msgstr "" #: ../../content/applications/general/users/ldap.rst:13 msgid "" "In the :guilabel:`Server information` section, enter the server's IP address" " and port in the :guilabel:`LDAP server address` and :guilabel:`LDAP Server " "port` fields, respectively." msgstr "" #: ../../content/applications/general/users/ldap.rst:15 msgid "" "Enable :guilabel:`Use TLS` to request secure TLS/SSL encryption when " "connecting to the LDAP server, providing the server has StartTLS enabled." msgstr "" #: ../../content/applications/general/users/ldap.rst:17 msgid "" "In the :guilabel:`Login information` section, enter the ID and password of " "the account used to query the server in the :guilabel:`LDAP binddn` and " ":guilabel:`LDAP password` fields, respectively. If the fields are left " "empty, the server will perform the query anonymously." msgstr "" #: ../../content/applications/general/users/ldap.rst:20 msgid "In the :guilabel:`Process parameter` section, enter:" msgstr "" #: ../../content/applications/general/users/ldap.rst:22 msgid "" "the LDAP server's name in the :guilabel:`LDAP base` field using LDAP format " "(e.g., ``dc=example,dc=com``);" msgstr "" #: ../../content/applications/general/users/ldap.rst:24 msgid "``uid=%s`` in the :guilabel:`LDAP filter` field." msgstr "" #: ../../content/applications/general/users/ldap.rst:26 msgid "In the :guilabel:`User information` section:" msgstr "" #: ../../content/applications/general/users/ldap.rst:28 msgid "" "Enable :guilabel:`Create user` to create a user profile in Odoo the first " "time someone logs in using LDAP;" msgstr "" #: ../../content/applications/general/users/ldap.rst:30 msgid "" "Select the :guilabel:`User template` to be used to create the new user " "profiles. If no template is selected, the administrator's profile is used." msgstr "" #: ../../content/applications/general/users/ldap.rst:34 msgid "" "When using Microsoft Active Directory (AD) for LDAP authentication, if users" " experience login issues despite using valid credentials, create a new " "system parameter to disable referral chasing in the LDAP client:" msgstr "" #: ../../content/applications/general/users/ldap.rst:38 msgid ":ref:`Activate the developer mode. `" msgstr "" #: ../../content/applications/general/users/ldap.rst:39 msgid "" "Go to :menuselection:`Settings --> Technical --> System Parameters` and " "click :guilabel:`New`." msgstr "" #: ../../content/applications/general/users/ldap.rst:41 msgid "Fill in the fields:" msgstr "" #: ../../content/applications/general/users/ldap.rst:43 msgid ":guilabel:`Key`: ``auth_ldap.disable_chase_ref``" msgstr "" #: ../../content/applications/general/users/ldap.rst:44 msgid ":guilabel:`Value`: ``True``" msgstr "" #: ../../content/applications/general/users/portal.rst:3 msgid "Portal access" msgstr "" #: ../../content/applications/general/users/portal.rst:7 msgid "" "Portal access is given to users who need the ability to view certain " "documents or information within an Odoo database." msgstr "" #: ../../content/applications/general/users/portal.rst:10 msgid "" "Some common use cases for providing portal access include allowing customers" " to read/view any or all of the following in Odoo:" msgstr "" #: ../../content/applications/general/users/portal.rst:13 msgid "leads/opportunities" msgstr "" #: ../../content/applications/general/users/portal.rst:14 msgid "quotations/sales orders" msgstr "" #: ../../content/applications/general/users/portal.rst:15 msgid "purchase orders" msgstr "" #: ../../content/applications/general/users/portal.rst:16 msgid "invoices & bills" msgstr "" #: ../../content/applications/general/users/portal.rst:17 msgid "projects" msgstr "" #: ../../content/applications/general/users/portal.rst:18 msgid "tasks" msgstr "" #: ../../content/applications/general/users/portal.rst:19 msgid "timesheets" msgstr "" #: ../../content/applications/general/users/portal.rst:20 msgid "tickets" msgstr "支援請求" #: ../../content/applications/general/users/portal.rst:21 msgid "signatures" msgstr "" #: ../../content/applications/general/users/portal.rst:22 msgid "subscriptions" msgstr "網站訂閱" #: ../../content/applications/general/users/portal.rst:25 msgid "" "Portal users only have read/view access, and will not be able to edit any " "documents in the database." msgstr "" #: ../../content/applications/general/users/portal.rst:31 msgid "Provide portal access to customers" msgstr "" #: ../../content/applications/general/users/portal.rst:33 msgid "" "From the main Odoo dashboard, select the :guilabel:`Contacts` application. " "If the contact is not yet created in the database, click on the " ":guilabel:`Create` button, enter the details of the contact, and then click " ":guilabel:`Save`. Otherwise, choose an existing contact, and then click on " "the :guilabel:`Action` drop-down menu located at the top-center of the " "interface." msgstr "" #: ../../content/applications/general/users/portal.rst-1 msgid "Use the Contacts application to give portal access to users." msgstr "" #: ../../content/applications/general/users/portal.rst:42 msgid "" "Then select :guilabel:`Grant portal access`. A pop-up window appears, " "listing three fields:" msgstr "" #: ../../content/applications/general/users/portal.rst:44 msgid "" ":guilabel:`Contact`: the recorded name of the contact in the Odoo database" msgstr "" #: ../../content/applications/general/users/portal.rst:45 msgid "" ":guilabel:`Email`: the contact's email address that they will use to log " "into the portal" msgstr "" #: ../../content/applications/general/users/portal.rst:46 msgid ":guilabel:`In Portal`: whether or not the user has portal access" msgstr "" #: ../../content/applications/general/users/portal.rst:48 msgid "" "To grant portal access, first enter the contact's :guilabel:`Email` they " "will use to log into the portal. Then, check the box under the :guilabel:`In" " Portal` column. Optionally, add text to the invitation message the contact " "will receive. Then click :guilabel:`Apply` to finish." msgstr "" #: ../../content/applications/general/users/portal.rst-1 msgid "" "An email address and corresponding checkbox for the contact need to be filled in before\n" "sending a portal invitation." msgstr "" #: ../../content/applications/general/users/portal.rst:57 msgid "" "An email will be sent to the specified email address, indicating that the " "contact is now a portal user for that Odoo database." msgstr "" #: ../../content/applications/general/users/portal.rst:61 msgid "" "To grant portal access to multiple users at once, navigate to a company " "contact, then click :menuselection:`Action --> Grant portal access` to view " "a list of all of the company's related contacts. Check the box under the " ":guilabel:`In Portal` column for all the contacts that need portal access, " "then click :guilabel:`Apply`." msgstr "" #: ../../content/applications/general/users/portal.rst:67 msgid "" "At any time, portal access can be revoked by navigating to the contact, " "clicking :menuselection:`Action --> Grant portal access`, and then " "unselecting the checkbox under the :guilabel:`In Portal` column and clicking" " :guilabel:`Apply`." msgstr "" #: ../../content/applications/general/users/portal.rst:74 msgid "Change portal username" msgstr "" #: ../../content/applications/general/users/portal.rst:76 msgid "" "There may be times when a portal user wants to change their user login. This" " can be done by any user in the database with administrator access rights. " "The following process outlines the necessary steps to change the portal user" " login." msgstr "" #: ../../content/applications/general/users/portal.rst:81 msgid "" ":doc:`See the documentation on setting access rights " "`." msgstr "" #: ../../content/applications/general/users/portal.rst:84 msgid "" "First, navigate to :menuselection:`Settings app --> Users`. Then, under " ":guilabel:`Filters`, select :guilabel:`Portal Users`, or select " ":guilabel:`Add Custom Filter` and set the following configuration " ":guilabel:`Groups` > :guilabel:`contains` > `portal`. After making this " "selection, search for (and open) the portal user that needs to be edited." msgstr "" #: ../../content/applications/general/users/portal.rst:89 msgid "" "Next, click :guilabel:`Edit` (if necessary), click into the :guilabel:`Email" " Address` field, and proceed to make any necessary changes to this field. " "The :guilabel:`Email Address` field is used to log into the Odoo portal." msgstr "" #: ../../content/applications/general/users/portal.rst:94 msgid "" "Changing the :guilabel:`Email Address` (or login) only changes the " "*username* on the customer's portal login." msgstr "" #: ../../content/applications/general/users/portal.rst:97 msgid "" "In order to change the contact email, this change needs to take place on the" " contact template in the *Contacts* app. Alternatively, the customer can " "change their email directly from the portal, but the login **cannot** be " "changed. :ref:`See change customer info `." msgstr "" #: ../../content/applications/general/users/portal.rst:102 msgid "Customer portal changes" msgstr "" #: ../../content/applications/general/users/portal.rst:104 msgid "" "There may be times when the customer would like to make changes to their " "contact information, password/security, or payment information attached to " "the portal account. This can be performed by the customer from their portal." " The following process is how a customer can change their contact " "information." msgstr "" #: ../../content/applications/general/users/portal.rst:112 msgid "Change customer info" msgstr "" #: ../../content/applications/general/users/portal.rst:114 msgid "" "First enter the username and password (login) into the database login page " "to access the portal user account. A portal dashboard will appear upon " "successfully logging in. Portal documents from the various installed Odoo " "applications will appear with the number count of each." msgstr "" #: ../../content/applications/general/users/portal.rst:119 msgid ":ref:`Portal access documentation `." msgstr "" #: ../../content/applications/general/users/portal.rst:121 msgid "" "Next, navigate to the upper-right corner of the portal, and click the " ":guilabel:`Edit` button, next to the :guilabel:`Details` section. Then, " "change the pertinent information, and click :guilabel:`Confirm`." msgstr "" #: ../../content/applications/general/users/portal.rst:126 msgid "Change password" msgstr "更改密碼" #: ../../content/applications/general/users/portal.rst:128 #: ../../content/applications/general/users/portal.rst:147 #: ../../content/applications/general/users/portal.rst:166 msgid "" "First enter the username and password (login) into the database login page " "to access the portal user account. A portal dashboard will appear upon " "successfully logging in." msgstr "" #: ../../content/applications/general/users/portal.rst:131 msgid "" "If the customer would like to change their password for portal access, click" " on the :guilabel:`Edit Security Settings` link, below the " ":guilabel:`Account Security` section. Then, make the necessary changes, by " "typing in the current :guilabel:`Password`, :guilabel:`New Password`, and " "verify the new password. Lastly, click on :guilabel:`Change Password` to " "complete the password change." msgstr "" #: ../../content/applications/general/users/portal.rst:137 msgid "" "If a customer would like to change the login, as documented above, contact " "the Odoo database point-of-contact. :ref:`See above documentation on " "changing the portal username `." msgstr "" #: ../../content/applications/general/users/portal.rst:141 msgid "" "Passwords for portal users and Odoo.com users remain separate, even if the " "same email address is used." msgstr "" #: ../../content/applications/general/users/portal.rst:145 msgid "Add two-factor authentication" msgstr "" #: ../../content/applications/general/users/portal.rst:150 msgid "" "If the customer would like to turn on two-factor authentication (2FA) for " "portal access, click on the :guilabel:`Edit Security Settings` link, below " "the :guilabel:`Account Security` section." msgstr "" #: ../../content/applications/general/users/portal.rst:153 msgid "" "Click on :guilabel:`Enable two-factor authentication` to turn on :abbr:`2FA " "(two-factor authentication)`. Confirm the current portal password in the " ":guilabel:`Password` field. Then, click on :guilabel:`Confirm Password`. " "Next, activate :abbr:`2FA (two-factor authentication)` in a :abbr:`2FA (two-" "factor authentication)` app (Google Authenticator, Authy, etc.), by scanning" " the :guilabel:`QR code` or entering a :guilabel:`Verification Code`." msgstr "" #: ../../content/applications/general/users/portal.rst:159 msgid "" "Finally, click :guilabel:`Enable two-factor authentication` to complete the " "setup." msgstr "" #: ../../content/applications/general/users/portal.rst:164 msgid "Change payment info" msgstr "" #: ../../content/applications/general/users/portal.rst:169 msgid "" "If the customer would like to manage payment options, navigate to the " ":guilabel:`Manage payment methods` in the menu on the right. Then, add the " "new payment information, and select :guilabel:`Add new card`." msgstr ""