8722ea902e
Since odoo/documentation#903, the guideline for the location of new resource (images, downloadable files, RST includes...) files is to place those inside the directory of the RST page that references them. For example, if `doc1.rst` has a reference to `image.png` and to `download.zip`, the file structure should look like this: ├── parent_doc/ │ └── doc1/ │ │ └── image.png │ │ └── download.zip │ └── doc1.rst │ └── doc2.rst ├── parent_doc.rst Before this commit, most of the resource files were still located inside 'media' directories holding all the resource files referenced by RST pages located at the same level as these directories. In the example above, a single 'media' directory would hold all the resource files referenced by both `doc1.rst` and `doc2.rst`. Doing so prevented us from figuring out easily which resource file was referenced by which RST page and, thus, lead to unused resource files piling up in the repository. It also made it more complicated to define codeowners regex rules because a team could not simply be assigned to `/some_page.*` but needed to be assigned to both `/some_page\.rst` and to the location of 'media'. In order to help new content writers figure out the guideline when taking examples from other RST pages, this commit retroactively applies the guideline to existing resource files and 'media' directories. The left-over resource files that are not referenced by any RST page are removed. task-2497965 Part-of: odoo/documentation#2068
104 lines
4.6 KiB
ReStructuredText
104 lines
4.6 KiB
ReStructuredText
=======================================
|
|
Synchronization with Outlook's Calendar
|
|
=======================================
|
|
|
|
Synchronizing your **main** Outlook Calendar with Odoo is useful to keep track of your tasks and
|
|
appointments, and across all related applications.
|
|
|
|
Register your application with the Microsoft identity platform
|
|
==============================================================
|
|
|
|
| In order to be able to sync your Outlook Calendar with Odoo's Calendar, a Microsoft Azure account
|
|
is needed. The creation of an account is free for users that have never tried or paid for Azure.
|
|
For more information, `click here <https://azure.microsoft.com/en-us/free/?WT.mc_id=A261C142F>`_.
|
|
| Following, `Set up an Azure AD Tenant <https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-create-new-tenant>`_,
|
|
also called environment, which is a representation of an organization, to manage and register apps.
|
|
| Ultimately, `Register an Application <https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-register-app>`_,
|
|
choosing the appropriate supported account type.
|
|
|
|
.. note::
|
|
When configuring your platform settings, choose *Web*.
|
|
|
|
.. image:: outlook_calendar/platform_configurations.png
|
|
:align: center
|
|
:alt: Adding a platform in Microsoft Azure for Outlook calendar sync in Odoo
|
|
|
|
.. important::
|
|
| For the **Redirect URI restrictions**, copy your Odoo database URI followed by
|
|
``/microsoft_account/authentication``. Example:
|
|
|
|
.. image:: outlook_calendar/redirect_URIs.png
|
|
:align: center
|
|
:alt: Odoo's database URI that is accepted when microsoft returns authentication
|
|
|
|
| For more information on the restrictions and limitations of URIs, `check this page <https://docs.microsoft.com/en-us/azure/active-directory/develop/reply-url>`_.
|
|
|
|
.. note::
|
|
Regarding credentials, you *must* **Add a client secret**, called *Client Secret* in Odoo, which
|
|
allows Odoo to authenticate itself, requiring no interaction from your side. *Certificates* are
|
|
optional.
|
|
|
|
Configuration in Odoo
|
|
=====================
|
|
|
|
Go to general *Settings* and activate the *Outlook Calendar* feature.
|
|
|
|
.. image:: outlook_calendar/outlook_calendar.png
|
|
:align: center
|
|
:alt: Outlook Calendar feature activated in Odoo
|
|
|
|
From your Azure portal, under *Overview*, copy your *Application (client) ID*, and paste it to
|
|
*Client ID* in Odoo.
|
|
|
|
.. image:: outlook_calendar/application_client_ID.png
|
|
:align: center
|
|
:alt: Client ID token to be copied from Microsoft to Odoo
|
|
|
|
Going back to your Azure portal, now under *Certificates & secrets*, copy your *Client Secret Value*
|
|
and paste it to *Client Secret* in Odoo.
|
|
|
|
.. image:: outlook_calendar/client_secrets.png
|
|
:align: center
|
|
:alt: Client Secret token to be copied from Microsoft to Odoo
|
|
|
|
.. _outlook_calendar/sync_with_outlook:
|
|
|
|
Sync with Outlook
|
|
=================
|
|
|
|
.. important::
|
|
| Odoo Calendar sends a confirmation email at the creation of an event to its attendees. But, on
|
|
the **first** sync, Outlook will also send confirmation emails of all scheduled events
|
|
(including past ones).
|
|
| To avoid this situation, we recommend *archiving all past events, and removing yourself from
|
|
future ones in Odoo Calendar before the first sync*. This will prevent events from being
|
|
created in Outlook, and therefore, no redundant emails will be sent during the first
|
|
synchronization. After the sync, events will only send one confirmation email.
|
|
|
|
.. image:: outlook_calendar/archive_odoocalendar.png
|
|
:align: center
|
|
:alt: Archive events in Odoo Calendar
|
|
|
|
Go to the *Calendar* application and *Sync with Outlook*. You are asked to log in to
|
|
your account, if you are not already, and grant the required permissions.
|
|
|
|
.. image:: outlook_calendar/sync_with_outlook.png
|
|
:align: center
|
|
:alt: Calendar view and the button Sync with Outlook in Odoo Calendar
|
|
|
|
The synchronization is a two-way process, meaning that events are reconciled in both accounts
|
|
(Outlook and Odoo).
|
|
|
|
.. image:: outlook_calendar/synched_with_outlook.png
|
|
:align: center
|
|
:alt: View of Odoo's Calendar synched with Outlook's Calendar
|
|
|
|
.. note::
|
|
All users that want to use the synchronization simply need to :ref:`sync their calendar with
|
|
Outlook <outlook_calendar/sync_with_outlook>`. The configuration of Microsoft's Azure account
|
|
is only done once, as Azure AD tenants' are unique, and represent an organization that helps you
|
|
to manage a specific instance of Microsoft cloud services for your internal and external users.
|
|
|
|
.. seealso::
|
|
- :doc:`../../../productivity/mail_plugins/outlook`
|
|
- :doc:`../google/google_calendar_credentials` |