Cloud Storage Solutions v.18
The tool to flexibly structure Odoo attachments in folders and synchronize directories with cloud clients: Google Drive, OneDrive/SharePoint, Nextcloud/ownCloud, and Dropbox. DMS. File Manager. Document management system
This tool organizes Odoo attachments in folders' trees and synchronizes those with your choice's cloud storage solution(s). The app introduces automatic algorithms to prepare directories for documents and integrate those with workflows of Google Drive, OneDrive/SharePoint, Nextcloud/ownCloud, and Dropbox.
- the core module which introduces the file manager interface and basic mechanics for synchronizations with various cloud clients. Its price is 379€.
- the connector to synchronize Odoo folders and attachments with Google Drive. The features assumed by this add-on are marked by the icon . Its price is 89€.
- the connector to synchronize Odoo folders and attachments with Nextcloud or/and ownCloud. The features assumed by this add-on are marked by the icon . Its price is 89€.
- the connector to synchronize Odoo folders and attachments with OneDrive or/and SharePoint. The features assumed by this add-on are marked by the icon . Its price is 89€.
- the connector to synchronize Odoo folders and attachments with Dropbox. The features assumed by this add-on are marked by the icon . Its price is 89€.
- an optional add-on to prepare workspace-related folders and to sync Odoo documents (introduced by the enterprise app 'Documents') with clouds. The features assumed by this add-on are marked by the icon . Its price is 44€.
Automatic Folders
Decide which Odoo document types should have their folder trees. Directories are regularly updated based on flexible rules and existing Odoo objects
Sync with Cloud Storage Solutions
Synchronize chosen folders and files with specific cloud storage: Google Drive, OneDrive, SharePoint, Nextcloud, Dropbox, or ownCloud. Have as many connections as you need
File Manager Interface
Manage folders and attachments from a single view. Comfortably navigate by directories and tags. Search and download files one by one or in a batch. Upload and move attachments
Enhanced Attachment Box
Organize files of any Odoo object in a set of subfolders. Instantly access folders and files in the attachment box and in synced cloud interfaces
Portal Sharing
Share files, directories, and tags with particular partners or with an access URL. Let users download whole shares and separate items, upload attachments, and add folders or tags
Enterprise documents compatible
Set up rules to prepare folders based on Odoo Enterprise workspaces. All features, including sharing, downloading, and signing, will work even after the sync
Automatic Regular Sync
Rely on auto-synchronization between Odoo and cloud solutions based on scheduled jobs. No manual interaction is required
Bilateral Sync
Odoo sends attachments to cloud storage solutions and retrieves files from there. Binary content is kept in clouds, while Odoo provides direct access to synced items.
Great support, assistance and very good connector!
We are very happy with the support we received when configuring the Sharepoint - Odoo connector. The connector has great functionalities.
All our questions were answered very fast (within one day).
FaOtools helped us optimising our connector and assisted us with future improvements.
We really recommend this connector.
very professional app, excellen t customer service
This app is very well programmed and does its job very well. But the best is the excellent customer service who also helps when the problem lies somewhere else. You receive a lot for your money.
Excellent !!!
Great App and great Service from faOtools.
An impressive app and world-class support
I have been very impressed by the way the OneDrive / SharePoint Odoo Integration module synchronises content in both directions and allows me to share documents in Odoo with my SharePoint site. Above all the technical support is top-notch, which greatly increases the value of this product. I highly recommend this product for anyone considering synchronising Odoo with SharePoint/OneDrive.
Very good product
A perfect solution to integrate Owncloud with Odoo. We sync a high volume of objects across multiple Odoo models, which works seamless and stable. For us it is the perfect solution to have an external DMS instead of the Odoo native attachment handling, which also enables us to interchange files between systems in our best-of-breed setup.
The team behind this module is extremely professional and responsive. They helped us on a few occasions and provided clear answers and prompt support when required, and they even went out of their way to assist us with another requirement we had. Cannot recommend the product and team highly enough, try this if you're in the market to connect Odoo with an external document solution.
Works fine, good support
The first experience with the module is excellent. I had some trouble to configure things right on the Microsoft-side, but the team provided quick and good support.
Best module for integration with google drive
The module performs its function correctly and faOtools responds quickly to any problem and, in case of detecting any bug, quickly apply the changes. Its support is 10 stars.
Works according to specs
I have used this app with Odoo 12 and Nextcloud 16 and it works as specified. Odoo Tools offers very responsive support which is really helpful. Of course 5 stars...!
This is Awesome
I have used Cloud Sync on Next/Own Cloud and works really great.
Odoo File Manager Interface
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Navigate by folders: select a directory to show its attachments. Expand and hide folders' layers in a click. Add subfolders to any directory (right mouse click > Create subfolder)
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Open any synced folder in its cloud client (right mouse click > Open in clouds). Show a folder peer Odoo object if there is such a connection (right mouse click > Open linked object). Change settings of manually created folders, including granting access rights (right mouse click > Edit Settings)
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Navigate by attachment tags. Create and edit tags right from the navigation panel
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Search and highlight tags and folders in seconds even if there are thousands of items
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Drag and drop to re-structure folders (relates only to manually created directories; for automatic folders change rules instead) and tags
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Download any folder or any tag with all its attachments as a single zip archive (right mouse click > Download as archive)
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Upload attachments to the current folder. Use the top header button 'Upload file' or drag and drop files
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Instantly open any synced attachment in a linked cloud client (push the link in the middle of attachment cards)
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Download any attachment to your local computer disregarding whether it is synced or not (push the icon 'cloud' or 'download' in the footer right corner)
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Consequentially select attachments and download them as a single zip archive
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Move any files to any folder, including re-attaching items between Odoo objects (e.g. from a sale order SO-001 to another quotation or its customer folder). Use the mass action for that end or just drop an attachment to a required directory. Update attachments' tags by dragging those to the left navigation panel or by executing the mass action. Delete attachments in a batch
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Apply standard attachments search to find required files.
Enhanced Attachment Box
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Any Odoo object might be linked to its folder. See Automatic folders' structure
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Flexibly define subfolders to organize the structure you need (right mouse click > Create subfolder)
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Drag and drop to re-structure subfolders
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Select a folder to see its attachments. By default, files of the object root directory are shown
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Download any folder with all attachments as a single zip archive (right mouse click > Download as archive)
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Open the already synced folder in its cloud client (right mouse click > Open in clouds)
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Upload attachment to a chosen folder (use the button 'Add attachments' or drag files to the attachment box area)
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Instantly open any synced attachment in a linked cloud client (push the icon 'clouds')
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Download any attachment to your local computer disregarding whether it is synced or not (push the icon 'download')
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Use standard Odoo preview for both synced and local files (click on a file thumbnail)
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Delete attachments as usual
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All actions are equally applicable to object attachments and attachments related to messages.
Cloud Storage Synchronization
Multi synchronization
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Use optional add-ons to synchronize the document management system with the cloud client(s) of your choice: Google Drive, OneDrive, SharePoint, Nextcloud, Dropbox, and ownCloud
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Establish multiple connections to different cloud clients simultaneously. For example, sync sales-related folders to Google Drive; tasks and projects - to SharePoint or OneDrive; HR documents - to Nextcloud/ownCloud; manufacturing specifications - to Dropbox. Take into account that a specific folder might be synced to only a single cloud storage solution. Its children would be synced to the same client
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For each cloud client, the app lets set up a few instances. For example, for Google Drive, you may share some folders to your personal drive, others - to one of your team drives, and the rest - to your teammate's drive
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To establish a connection with particular cloud storage, follow the instructions that are specific for client types. See the tab Configuration for details
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Any connection might be paused manually if it is needed. It might be also auto-stopped if there are critical issues during the sync. Then, you should re-connect to a target cloud client
Cloud clients
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Synchronization for all cloud clients is based on the same principles and on the same queue. Simultaneously, there might be differences in sync results due to different features of various cloud storage solutions
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Establishing connections for different types of cloud clients assumes installing optional add-ons, different approaches for Odoo, and external API configuration. Follow the instructions on the tab 'Guidelines'
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Google Drive Odoo Integration allows establishing a connection with any personal or team drive
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OneDrive / SharePoint Odoo Integration assumes synchronization with any drive of personal/business/SharePoint tariffs
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ownCloud/Nextcloud Odoo Integration et integrate Odoo with any instances of ownCloud and Nextcloud. In comparison to other clients, the app allows setting the type of attachment links. By default Odoo links are internal: only authorized users may access them. Optionally make links public (the setting 'Use Public URLs'). See details on the guidelines tab
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Dropbox Odoo Integration works for all DropBox tariffs, including Personal DropBox (Basic, Plus, Family) and business DropBox (Professional, Standard, Advanced). In comparison to other clients, the app allows choosing whether cloud items would be shared or internal. See details on the guidelines tab
Automatic two-sided sync
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Integration is based on scheduled jobs and is fully automatized. The app regularly checks changes in systems and runs sync operations
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Synchronization is bilateral. Updates in Odoo are reflected in cloud clients (direct sync); changes in cloud clients modify Odoo folders and attachments (backward sync)
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Any cloud connection might be reset. In this way, the app assumes getting back all items back to Odoo (reverse sync)
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Odoo folders and attachments might be re-attached to a new cloud client. Hence, items will be first taken back to Odoo (reverse sync) and then put will be put to the new cloud storage (direct sync)
Queue-based synchronization
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Once in 15 minutes, the app examines updates in Odoo and cloud storage(s) to prepare a synchronization queue
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Folders' checks follow the First-In-First-Out (FIFO) principle. So, directories that have not been examined for the longest will be processed first
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Once in 15 minutes, the sync queue is run by the special scheduled job. Firstly, the most important (blocking) tasks would be done
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Control planned jobs and their fulfillment in the special Odoo logs interface (Cloud Storage > Configuration > Sync Logs). Subscribe for particular cloud clients notifications
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If the app faces sync failures, it will re-try operations afterward. Sync queue processing would not be stopped if there are items not blocked by such failures
Odoo attachments for cloud storage: direct sync
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Direct sync prepares the folders' hierarchy and uploads Odoo attachments for cloud storage
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Direct sync checks whether attachments are added or deleted for synced directories. If so, they would be created or removed in cloud storage. In particular, it means that any file added to a folder-related Odoo object (e.g. Quotation), would be automatically moved to a linked cloud client
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Direct sync makes all synced Odoo attachments change their type to a link (URL), while binary content is removed with one of the next Odoo cleaners. So, no actual files would be stored on your Odoo server
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Direct sync checks whether a new folder is added. Disregarding whether it is done manually or automatically, the app would generate a peer directory in a cloud storage
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Direct sync checks whether there are any updates in folders. If so, such changes are reflected in a cloud client
Cloud storage files and folders for Odoo: backward sync
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Backward sync checks whether any files or subfolders are added to cloud storage folders. If so, the app would create URL attachments/subdirectories inside linked Odoo directories (and hence Odoo objects if any)
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Backward sync checks whether there are any updates in folders or attachments. Such updates would be then reflected in Odoo
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Backward sync checks whether any files are deleted/moved in a cloud document folder. If so, a linked Odoo attachment would be also unlinked or moved
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If you deleted a cloud storage folder related to a folder rule / Odoo object, their child files would be deleted as well. Thus, Odoo would remove related attachments. The folders, however, will be recovered with a direct sync
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In case of conflicts, direct sync changes are in general considered more important than backward updates.
Resetting or changing cloud client: reverse sync
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In case you decided to reset the connection with a specific cloud client, files would be moved back to Odoo
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In case you decided to change the cloud client of a folder rule or a folder, files would be first taken back to Odoo, and then direct sync for a new client would be done
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Reverse sync operations are prioritized to direct and backward sync operations
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Not all items can be correctly reversed to Odoo due to cloud client peculiarities. For example, there are documents that may exist only in cloud storage environments (e.g. Google Sheets). The app would try to convert such documents, but in some cases, it would require manual interactions.
Automatic Folder Structure
Rules for automatic folders
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The app allows preparing its own folder for any Odoo object
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To configure a particular Odoo document type to generate a folder, you should just prepare a new folder rule (Cloud Storage > Configuration > Folder rules). For example, select the model 'Task' to make Odoo add a folder for each project task, so Tasks > Task 1, Task 2, ...
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Automatically created directories would contain all attachments their linked objects have
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Folders are updated regularly based on the scheduled job
Multi directories for each model
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Each Odoo model might have a few linked folders
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Apply any model storable field to filter Odoo objects and, in this way, split objects into a few super directories. For example, have own folders for individuals and companies, for European and American opportunities, for quotations and confirmed orders, for each project
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Filter Odoo objects by relative periods by applying date fields of linked documents. For example, leads registered in the last 3 months or invoices updated in the last week
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As a result, the app lets have paths like 'Odoo > Quotations Europe > SO-001' or ' Odoo > the last year posted invoices (America) > SO-001'
Flexible folders' tree
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It is possible to set up a hierarchy of folder rules to prepare a more flexible directories structure
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To that goal define a parent rule for a required folder configuration. For example, use a project-related rule as a parent for a task-related rule, a customer-related rule - for invoices-related rules
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In order for folder relations to work correctly, it is also needed to enter a parent model field. So, it is the field that links models between each other (many2one relation). For example, 'Project' of a task, 'Customer' of a sales order, or 'Sales Team' of an opportunity
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As a result, the tool allows reflecting your Odoo workflow logic and have paths like 'Odoo > Customers > Azure Interior > Projects > Software Design > Prepare Specification' and 'Odoo > Customers > Azure Interior > Quotations > SO-001'
Subfolders, default folders, and default files
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The app lets add an unlimited number of manual subfolders for each folder. In particular, you may have a directories tree right in each object attachment box
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For the first generation, it is possible to define default folders, so subdirectories would be auto-generated for a specific Odoo object folder. Afterward, you may add delete/edit those or add new ones
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The same mechanics are applied to prepare default files. For example, to have contract/personal card templates which then are assumed to be filled with real data
Configurable folder titles
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Each folder rule assumes to generate a directory. Names for such directories are assigned right on a rule form. For example, introduce 'Jobs' for a task-related rule or 'HR' for employees' folders. By default, the Odoo model name would be used
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For object-related folders, the names are generated based on the Odoo standard display names. So, if not defined the opposite, it would be the same title as you see in the Odoo form view header
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The app lets define complex name expressions for object-related folders (the tab 'Name Expression' on a folder rule form). To that goal, apply the syntax used in Odoo email templates. For example, {{ object.project_id.name }}, {{ object.name }} to reflect a project name in tasks folders
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Avoid the following symbols in folders' and files' names: *, ?, ", ', :, <, >, /, +, %, !, @, \, /,. Direct sync will replace such symbols with '-'. It is done to avoid conflicts with file systems. Avoid also too long names: e.g. more than 100 symbols
Enterprise Documents
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The app allows generating folders for workspaces introduced by the Odoo Enterprise apps 'Documents'
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To force Odoo to prepare workspace-related directories, define folder rule(s) of the type 'Workspace-Related rule'. The tool would automatically create linked folders and sync those for chosen cloud storage with one of the next jobs
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It is not obligatory to reflect the whole DMS structure. Thus, it is possible to filter workspaces by any storable field. For example, to add a folder only for workspaces that contain the keyword 'Internal'. Take into account: if a workspace was synced, all its child workspaces would be also synced
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If you generated a subfolder for any workspace-related folder, the app would also create such a Documents workspace
Typical use cases
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Customers: add all partner files in a single super directory. Optionally distinguish companies and individuals. For example, Odoo > Customers > Azure Interior > Contacts > John Brown
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Sales orders and invoices: keep all sale-related printings and contracts in your own quotation directories for each customer. For example, Odoo > Customers > Azure Interior > Orders > SO-001 and Odoo > Customers > Azure Interior > Invoices > INV-00001
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Opportunities: store all specifications, requirements, and any files which would let you make a good offer carefully structured by each sales team and case. For example, Odoo > Sale teams > Europe > Leads > Interest in 50 chairs
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Project and tasks: prepare a folder for each customer project and task. For example, Odoo > Customers > Azure Interior > Projects > Software design > Tasks > Specification
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Human resources: gather all files by each employee in a single folder: photos, document scans, contracts. Structure employees by department. For example, Odoo > Departments > Accounting department > Employees > Anita Olivier.
Files and Folders Sharing
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Share particular attachments, whole directories, or even all files of specific tags
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Grant access to chosen Odoo contacts. Send an invitation to any Odoo portal users at any moment
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Generate a special access link for public use (even without a user). Change it to make the previous one outdated
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Make shares for temporary use or available constantly until archived
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Create an unlimited number of shares with any setups and attachments involved. Portal users might access those through the special entry "Shares" in the Odoo's portal
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For single-view purposes, shares support hierarchy so as to make comfortable navigation by those
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Share users can download any shared file, a whole share, a particular directory, or a tag as a ZIP archive
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Optionally let upload files to the selected or default folder. Files drag and drop is supported
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Users are always allowed to search attachments by title, linked folder, and tags
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Optionally allow navigation by folders and/or tags. Shared tags/folders, their children, and ones linked to shared attachments will be available
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Let users add tags and folders by themselves. Show/hide searching items in tags/folders navigation trees
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Turn on/off a chat per each share.
Document Management and Sync Access Rights
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Access for each Odoo automatic folder is regulated based on a linked object. If such an Odoo object is available for a specific user, its directory would be also available for her/him. For example, if Anita Olivier is the task manager of 'Prepare specification', then she may access the folder 'Tasks' and 'Tasks > Prepare Specification'
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Access to Odoo manual folders is regulated based on its user groups and users stated in those folders' settings. If nobody is specified, a manually created folder is available for everyone. For example, if Anita Oliver is a sales manager, she may access the quotation-related folder 'Odoo > Orders > SO-001'
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To access any folder, a user should be able to access all its parents. For example, if Anita Oliver has rights for employees but does not have for departments, then she might not read 'Odoo > Departments > Administration > Employees > Mitchel Admin'. However, if the folder 'Employees' becomes a stand-alone folder without a parent, then Anita would be able to access 'Odoo > Employees > Mitchel Admin'
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The app does not regulate access levels for cloud clients and their items. The tool regulates rights only for Odoo objects and synchronizes those to required storage. After the sync, if necessary, you should apply the settings for a target cloud client, folders, and files
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To observe the menu 'Cloud Storage' and the app file manager, a user should belong to the security group 'Cloud Storage > File Manager Access'
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To configure automatic folder rules, establish connections with various cloud clients, control sync logs, and apply the app settings, a user should belong to the security group 'Cloud Storage > Administration'.
Use Notes
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The app assumes automatic regular synchronization with various cloud clients. Please take into account that synchronization is not real-time but is based on tasks queue and scheduled jobs. Depending on the number of folders and attachments, it might take time for the app to check all directories and do the jobs. That's why, until the sync is done, Odoo attachment interfaces work as in standard Odoo.
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Cloud connections rely upon the API of the related cloud clients. Such communication between systems is risky by concept due to possible disconnections, API updates, and unsolvable conflicts. The app is designed to cope with such risks by carefully processing failures and checking cloud client states. Simultaneously, make sure that you have configured a proper backup strategy for both Odoo and cloud clients.
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The special factors of risks are sync scope and reverse operations. The higher the sync scope is, the more it would take Odoo to finish integrations. Hence, more space for errors exists. Try to decrease sync scope logically by choosing only required folders. Reverse operations might be risky since assume reflecting cloud clients' features which might be absent in Odoo. For example, Google Sheets cannot be opened outside Google Docs. The app would try to solve the scenarios by applying similar features (e.g. by converting a file to simple electronic tables). However, that is not always possible, and in this way, manual interactions would be required.
Configuration and Installation Tips for Cloud Storage Solutions Odoo v.18
Odoo server configuration
To make sure the synchronization works correctly apply proper timeouts to the Odoo configuration file: LIMIT_TIME_CPU, LIMIT_TIME_REAL, LIMIT_TIME_REAL_CRON should be more than 900 seconds.
For Odoo.sh this should not be done, since timeouts are predefined and are not configurable.
Avoid also changing the cron jobs frequency assumed by the app: '[Cloud Storage] Prepare Cloud Folders', '[Cloud Storage] Run / Prepare sync queue'. Those jobs are configured to be run each 15 minutes, and that frequency is used in the algorithms to avoid breaks and data losses. If you need to stop sync for a while, pause particular cloud clients instead.
Setting up Google Drive Integration
- Turn on the option 'Google Drive Sync' (cloud Storage > Configuration > Configuration). The optional add-on Google Drive Odoo Integration is required
- Go to the Google Developer Console via the url https://console.developers.google.com
- Select or create a project
- Find the section 'Dashboard' and press 'ENABLE APIS AND SERVICES'
- Find Google Drive API and push the button to enable its API
- Go to 'Credentials' and press the button 'Configure Consent Screen'. As the User Type select 'External' and push 'Create'
- Add app information
- As an app name select any suitable
- As a user support email and developer contact information select your email address
- Press 'Save and Continue'
- On the 'Scopes' page just press 'Save and Continue'
- As Test Users add your GMail email address, then press 'Save and Continue'
- Then, go to Credentials and push the button 'Create Credentials'
- 'Web application' as the application type
- As the authorized redirect URI add the link in a format [YOURODOOSITENAME]/google_drive_token (e.g. https://odootools.com/google_drive_token).
- Save the app and copy 'Client ID' and 'Client Secret'
- Go to Odoo Cloud Storage > Configuration > Cloud Clients press 'Create'
- As a reference introduce any name which would be clear to all users
- As a Cloud client choose 'Google Drive'
- As a Root folder name enter a title which would be users as the parent Google Drive directory for all synced folders. For example, 'Odoo' or 'OdooERP'
- Copy 'Client ID' to the 'App client ID'
- Copy 'Client Secret' into the field 'App client secret'
- Insert previously generated redirect URL
- If you use team drives, check the related box. Make sure you really use team drives. In you Google Drive you should find the item 'Team Drives' in the left sidebar. This feature is available only for business and enterprise tariffs
- If the option 'Team Drive' is enabled, introduce its name. It should be absolutely the same as you see it in your Google Drive. Make sure that your user has full rights for all Google drives (usually, it is the same user who configures your team Google Drive)
- Press 'Confirm'. Odoo redirects you to Google login page. Check in the system, agree with all conditions, and grant all permissions asked
- After login, Google redirects you back to Odoo. Google Drive - Odoo synchronization is ready to be done
- Apply the newly created cloud client to folder rules and/or manual folders which should be synced to that Google Drive
- Await the sync scheduled job to be started. For testing purposes only: trigger integration manually from Cloud Storage > Configuration > Configuration > the button 'Launch sync'.
Google Console: APIs
Google Drive API
Enable Google Drive API
Configuring Google Consent Screen
Setting up External User Type API
Entering Google app details
Google app scopes
Adding authorized users
Creating Google app credentials
Google Drive app redirect URL
Copy app credentials
Enter Google app credentials to Odoo
Setting up Nextcloud or/and ownCloud Integration
Python dependency
The tool depends on the external library 'owncloud'. Install this library for your Odoo server through the command:
pip3 install pyocclient
Configuration and log in
- Turn on the option 'onwCloud / Nextcloud Sync' (cloud Storage > Configuration > Configuration). The optional add-on ownCloud / Nextcloud Odoo Integration is required
- Go to Odoo Cloud Storage > Configuration > Cloud Clients press 'Create'
- As a reference introduce any name which would be clear to all users
- As a Cloud client choose 'Nextcloud' or 'ownCloud' depending on the software you are using
- As a Root folder name enter a title which would be users as the parent directory for all synced folders. For example, 'Odoo' or 'OdooERP'
- Enter your ownCloud / Nextcloud full URL
- Select an ownCloud / Nextcloud user, which has full rights to read, create, write and delete files and folders within a root directory
- Enter login and password of this user to the fields 'Login' and 'Password'
- Choose whether you would like to apply public or internal URLs (see below)
- Press 'Confirm'. Odoo synchronization is ready to be done
- Apply the newly created cloud client to folder rules and/or manual folders which should be synced to that Nextcloud or ownCloud instance
- Await the sync scheduled job to be started. For testing purposes only: trigger integration manually from Cloud Storage > Configuration > Configuration > the button 'Launch sync'.
Internal and public URLs
By default links from Odoo to ownCloud / Nextcloud are internal: only authorized users may access them. Optionally make links public (the setting 'Use Public URLs'). Then, URLs would be 'shared', and everybody would access items by a direct link.
Be cautious if you decide to use shared (public) URLs. Although the links would be hardly known by external users, there is a slight chance that they become available as a result of some user actions. Besides, sharing links generation is not fast and might make the synchronization slower.
Enter ownCloud / Nextcloud credentials
Setting up OneDrive or/and SharePoint Integration
Python dependency
The tool depends on the external library 'microsoftgraph'. Install this library for your Odoo server through the command:
pip3 install microsoftgraph-python
Configuration and log in
- Turn on the option 'OneDrive / SharePoint Sync' (cloud Storage > Configuration > Configuration). The optional add-on OneDrive / SharePoint Odoo Integration is required
- Make sure your Microsoft user has full admin rights for OneDrive / SharePoint you want to connect to Odoo. This user is required only to grant permissions, the user data would not be kept in Odoo, and would not be used afterward. Besides, make sure a Microsoft email address you use does not have a redirection (usually happens when you configure your domain name, while the prime address is still one of Microsoft domains like @outlook.com, @office365, etc.)
- Go to your Azure Portal: https://portal.azure.com/#blade/Microsoft_AAD_RegisteredApps/ApplicationsListBlade
- Click 'New registration'
- Introduce a new name for the application and assign the redirect URI as [YOURODOOSITENAME]/one_drive_token (e.g. https://odootools.com/one_drive_token). As the supported account types choose 'Accounts in any organizational directory (Any Azure AD directory - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)'.
- Go to Certificates & secrets - Click 'New Client Secret'. Save somewhere the secret value
- Go to Odoo Cloud Storage > Configuration > Cloud Clients press 'Create'
- As a reference introduce any name which would be clear to all users
- As a Cloud client choose 'OneDrive' or 'SharePoint' depending on the software you are using
- As a Root folder name enter a title which would be users as the parent OneDrive directory for all synced folders. For example, 'Odoo' or 'OdooERP'
- Copy 'Application Client ID' to the 'App client ID'
- Copy secret value into the field 'App client secret'
- Insert previously generated redirect URL
- If you use SharePoint:
- Go to your SharePoint site and prepare a new documents library (drive). You might use one of the existing ones, e.g. 'Documents'. Odoo folder would be put there afterward, and it would be impossible to move it to another library
- The SharePoint URL should be of the type https://[URL]/. The last '/' is required - the site name should not be included. For example, https://odootools.sharepoint.com/
- SharePoint site should be either my_site_name (in that case it is considered as sites/my_site_name) or sites/my_site_name (instead of 'sites' it might be 'teams' and so on). There should be no '/' at the beginning or at the end. For example, sites/odootools
- As Documents Library use one created in SharePoint
- Press 'Confirm'. Odoo redirects you to the Microsoft login page. Check in the system, agree with all conditions, and grant all permissions asked
- After login, OneDrive redirects you back to Odoo. OneDrive - Odoo synchronization is ready to be done
- Apply the newly created cloud client to folder rules and/or manual folders which should be synced to that OneDrive or SharePoint instance
- Await the sync scheduled job to be started. For testing purposes only: trigger integration manually from Cloud Storage > Configuration > Configuration > the button 'Launch sync'.
Watch also the configuration video
Create Azure application
New OneDrive Web platform and redirect URL
Generate new secret for Azure application
Enter configuration keys in Odoo
Setting up Dropbox Integration
Python dependency
The tool depends on the external library 'dropbox'. Install this library for your Odoo server through the command:
pip3 install dropbox
Configuration and log in
- Turn on the option 'Dropbox Sync' (cloud Storage > Configuration > Configuration). The optional add-on Dropbox Odoo Integration is required
- Follow the URL https://www.dropbox.com/developers/apps/create
- Choose an API as 'Scoped access'
- Choose the type of access as 'Full Dropbox'
- Select any suitable name for the app and push the button 'Create app'
- Add the redirect URI as [YOURODOOSITENAME]/dropbox_token (e.g. https://faotools.com/dropbox_token). A valid SSL certificate (https) is required
- Grant permissions to the app: 'Account Info (Read)', 'Files and folders Metadata (Write)', 'Files Content (Write)', 'Collaboration (Write)'. For team DropBox assign also 'Team Data Members', 'Members (Read)'. Make sure no other permissions are assigned.
- Submit App
- Go to Odoo Cloud Storage > Configuration > Cloud Clients press 'Create'
- As a reference introduce any name which would be clear to all users
- As a Cloud client choose 'Dropbox'
- As a Root folder name enter a title which would be users as the parent Google Drive directory for all synced folders. For example, 'Odoo' or 'OdooERP'
- Copy 'App key' to the 'App key'
- Copy 'App Secret' into the field 'App secret'
- Insert previously generated redirect URL
- If you use Dropbox team drives
- Check the related box
- Set an email of the Dropbox user. Inside this user folder, all Odoo related items would be created, and only after that they are shared with all other users. Under this user, all files and folders are created, changed, moved, and deleted
- Press 'Confirm'. Odoo redirects you to the Dropbox login page. Check in the system, agree with all conditions, and grant all permissions asked
- After login, Dropbox redirects you back to Odoo. Dropbox - Odoo synchronization is ready to be done
- Apply the newly created cloud client to folder rules and/or manual folders which should be synced to that Dropbox instance
- Await the sync scheduled job to be started. For testing purposes only: trigger integration manually from Cloud Storage > Configuration > Configuration > the button 'Launch sync'.
Dropbox URLs
Dropbox has a specific way to generate links for existing files and folders. In particular, there are no concepts of internal or private URLs. Instead, each Dropbox item might get so-called shared URLs. Such shared links are either public or team-only. Moreover, the latter feature is available only for the Dropbox business account.
This tool relies upon shared links' mechanics. It means, that each attachment link is either public (all personal Dropbox accounts) or team-only (all business Dropbox accounts).
Sometimes it is considered to be not fully safe. Although website URLs will be hardly known by external users, there is a slight chance that they become available as a result of some user actions. Besides, sharing links generation is not super fast and might make the sync process slower. That is why the feature to switch off sharing URLs is introduced.
If checked, all Dropbox URLs in Odoo will be of type https://www.dropbox.com/home/Odoo/[PATH]. Such links will not work in many cases. Thus, if you need to open Dropbox files/folders from Odoo, be careful with the setting 'No links to Dropbox from Odoo'.
Create Dropbox app
Set up Dropbox App: redirection URL
Dropbox permissions for personal accounts
Dropbox permissions for business accounts
Set up Odoo for Dropbox integration
General Python dependency
The tool depends on the external library 'sortedcontainers'. Install this library for your Odoo server through the command:
pip3 install sortedcontainersOdoo demonstration databases (live previews)
For this app, we might provide a free personalized demo database.
No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.
By your request, we will prepare an individual live preview database, where you would be able to apply any tests and check assumptions for 14 days.
Bug reporting
In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days after the purchase, while even after this period we are strongly interested to improve our tools.
No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.
Please include in your request as many details as possible: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).
Public features requests and module ideas (free development)
We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those in our to-do list.
Such a to-do list is processed on a regular basis and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.
No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.
18.0.1.4.31
- Attachments are unselected after deletion.
18.0.1.4.30
- The synced attachments' URLs might be precalculated.
18.0.1.4.29
- Folders created based on cloud clients get increased sequence.
18.0.1.4.28
- The kanban views are adapted to the new Odoo 18 XML principles.
- The archived ribbon for inactive records is added to form views of rules, folders, tags, and shares.
18.0.1.4.27
- The interface is updated to reflect the core attachment list view changes.
18.0.1.4.26
- The issue with not added links to certain folders is fixed.
18.0.1.4.25
- The app is published to version 18.
17.0.1.4.25
- The issue with not-created child folders for workspace-related parents is fixed.
17.0.1.4.24
- The issue with not updating previously synced child folders is fixed.
17.0.1.4.23
- The feature to clear rule-related folders' blocking dates is introduced.
17.0.1.4.22
- The feature is added to select existing attachments (including the synced ones) while composing Odoo messages.
- The feature to add URL attachments is added to the attachment box and file manager interface.
17.0.1.4.21
- The issue with auto-scrolling after logging a note is fixed.
17.0.1.4.20
- The feature to filter logs by their date and time is added.
- Now it is possible to define the number of exported logs on the configuration page.
17.0.1.4.19
- The failure re-tries number is now configurable and might differ for standard and reverse/move tasks.
17.0.1.4.17
- The tasks' parent blocking mechanism is optimized first to serve the most prioritized task.
17.0.1.4.15
- The blocking mechanism is specified for the sync operations to move items..
17.0.1.4.13
- The access to an intermediate rule-related folder is defined not based on that rule model but based on the parent folder access.
17.0.1.4.12
- The maximum size for the URLs is increased to 4096.
17.0.1.4.11
- The reverse sync is optimized. Hanging tasks caused by mutual blocking are removed.
17.0.1.4.10
- The issues with simultaneous reverse and backward synchronization are fixed.
17.0.1.4.9
- The algorithm to process rearranged and moved folders is optimized.
17.0.1.4.8
- The issue with creating tags and folders through the portal is fixed.
17.0.1.4.7
- Portal share search by tag/folder title is fixed.
17.0.1.4.6
- The mass action "Slideshow" is added. It allows backend users to start a slideshow for the chosen image attachments.
- The option "Allow slideshow" is added to the share settings. If turned on, portal/public users will be able to trigger a slideshow for currently found image attachments in the share's portal interface.
- The reverse synchronization algorithm is optimized.
17.0.1.4.5
- Special pre-failure checks for hanging tasks are introduced. Now if the task fully stops the cron job (e.g. because of the memory limit errors), the next cron will continue with a different task.
17.0.1.4.4
- The standard Odoo preview is added to the file manager interface attachment card. To open a related previewer in the kanban view, users should click on a thumbnail. The supported file types and the behavior are equal to the attachment box.
- Attachment forms might be opened using the kanban 3-dots menu. Here, it is possible also to change attachments' colors.
- The sync logs levels are colored based on messages' levels.
- The logging system is optimized to commit messages even if the job fails and fully stops the thread.
17.0.1.4.3
- The bug with the incorrectly selected folder during the first loading in the file manager interface is fixed.
17.0.1.4.2
- The feature to prioritize folders based on the rules' sync frequency is added.
17.0.1.4.1
- The module structure is updated to the newest file manager interface, drag-and-drop, and portal-sharing features
17.0.1.3.14
- Duplicating attachments with explicitly passed res_model and res_id is fixed (HR Expenses compatibility is fixed).
17.0.1.3.13
- Multi-selection of folders is now possible in the file manager interface.
- The current folder for uploading attachments is shown on the button "Upload" title.
- The feature to share attachments/folders is introduced. Share any files, directories, or tags with specific portal partners or publically. Optionally allow uploading, tree-navigating, and creating tags and folders.
- The feature to download all attachments of a specific tag is added. Navigation by tags becomes optional.
17.0.1.3.12
- The feature to drag-and-drop files to upload those from a local PC is introduced.
- Now it is possible to update a folder and tags by dropping attachments to the left navigation panel.
17.0.1.3.11
- The errors in mass-updating tags are fixed.
- The issue with the incorrect folder for new records is fixed.
- The scenario when a folder cannot be created in the navigation panel when there are no other folders is fixed.
- The sync logs interface is adapted to show the HTML content of the received responses.
17.0.1.3.10
- The rare case when a folder's initial setup has failed 8 times but still should be synced is covered.
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