OneDrive / SharePoint Odoo Integration v.17
The tool to automatically synchronize Odoo attachments with OneDrive files in both ways
This is the tool to integrate OneDrive/SharePoint features with Odoo folders and files. The app automatically stores Odoo attachments and directories in SharePoint/OneDrive and provides instant access to them via web links.
Automatic folders' structure
Decide which Odoo document types should have their own folders trees and synchronize those to OneDrive/SharePoint
Automatic regular sync
Rely on auto-synchronization between Odoo and OneDrive/SharePoint based on scheduled jobs. No manual interaction is required
Bilateral sync
Odoo sends attachments to OneDrive/SharePoint and retrieves files from there. Binary content is kept in clouds, while Odoo provides direct access to synced items
Cloud synchronization history
Control OneDrive/SharePoint sync logs right in Odoo. Export and share those in case of any issues. Be notified of any client disconnections
File manager interface
Manage synced folders and attachments from a single Odoo view. Comfortably navigate by directories. Search and download files one by one or in batch. Upload and move attachments to folders
Attachment box
Organize files of any Odoo object in a set of subfolders. Instantly access folders and files in the attachment box and in OneDrive / SharePoint.
Works well with SharePoint. Supportive team
We've been using this with SharePoint and it's been working great. One of the best things is having everything, including logs right in Odoo's interface, so you can actually see what's going on. It's also super convenient that you can view or download synced files from the attachment box without having to leave the page or even log in to Sharepoint.
Setup was pretty smooth for us. When we had a few questions about setting up the folder hierarchy and priorities, the developer team got back to us in just a couple of hours and helped us figure it out. Great support and great extension!
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.
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.
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.
How synchronization works
Automatic two-sided sync
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Configure sync for one or multiple OneDrive / SharePoint instances
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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 OneDrive / SharePoint (direct sync); changes in OneDrive / SharePoint modify Odoo folders and attachments (backward sync)
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Cloud connection with OneDrive / SharePoint 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 from OneDrive / SharePoint. Hence, items will be first taken back to Odoo (reverse sync) and then will be put into the new cloud storage (direct sync)
Queue-based synchronization
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Once in 15 minutes, the app examines updates in Odoo and OneDrive / SharePoint 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 OneDrive / SharePoint: direct sync
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Direct sync prepares the folders' hierarchy and uploads Odoo attachments for OneDrive / SharePoint
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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 OneDrive / SharePoint. 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 OneDrive / SharePoint
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Direct sync checks whether there are any updates in folders. If so, such changes are reflected in OneDrive / SharePoint
OneDrive / SharePoint files and folders for Odoo: backward sync
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Backward sync checks whether any files or subfolders are added to OneDrive / SharePoint 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 OneDrive / SharePoint document folder. If so, a linked Odoo attachment would be also unlinked or moved
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If you deleted a OneDrive / SharePoint 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 OneDrive / SharePoint: reverse sync
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In case you decided to reset the connection with OneDrive / SharePoint, 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. The app would try to convert such documents, but in some cases, it would require manual interactions.
Nasveti za konfiguracijo in namestitev za OneDrive / SharePoint Odoo Integration Odoo v.17
Python dependency
The tool depends on the external library 'microsoftgraph'. Install this library for your Odoo server through the command:
pip3 install microsoftgraph-pythonConfiguration 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 will not be used afterward. Besides, make sure the 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 that will be used as the parent OneDrive directory for all synced folders. For example, 'Odoo' or 'OdooERP'
- Copy 'Application Client ID' to the 'App client ID'
- Copy the 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 root (the very root SharePoint site), 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
Register a new Azure application
New OneDrive Web platform and the redirect URL
Generate a new secret for the Azure application
Enter the configuration keys in Odoo
Pogosta vprašanja o OneDrive / SharePoint Odoo Integration Odoo v.17
Vidím napako, ko kliknem povezavo sinhronizirane slike v oblaku
Napaka "This item might have been deleted, expired, or you might not have permission to access it. Contact the owner of this item for more information." pomeni, da niste prijavljeni v storitev photos.onedrive.com.
Kje so shranjena sinhronizirana polja? Ali so podvojena v Odoo in clouds?
Aplikacija predvideva, da je binarna vsebina priponk shranjena v Cloud Client namesto na strežniku Odoo. Take priponke v Odoo postanejo vrste URL in do njih lahko kadar koli dostopate iz polja priponk ali iz Cloud Client.
Po nastavitvi ročna dejanja niso potrebna, saj je sinhronizacija povsem samodejna. Odločite se, kateri tipi dokumentov Odoo naj se sinhronizirajo, in za vsakega nastavite povezan model (stranke, prodajni ali nabavni nalogi, opravila, projekti itd.).
Ali lahko imam več map za isti tip dokumenta? Na primer notranji projekti in projekti strank?
Da, lahko. V ta namen pripravite pravilo za vsakega in nato uporabite filtre: na primer po tipu projekta.
Filtre naredite medsebojno izključujoče, da se dokument lahko nedvoumno dodeli. Na primer „stranka, vendar ne dobavitelj“, „dobavitelj, vendar ne stranka“. Sicer mapa določenega dokumenta skače z enega modela na drugega.
Ali je mogoča sinhronizacija v realnem času?
Ne. Imamo tehtne razloge, da se izognemo sinhronizaciji v realnem času:
Težave z zmogljivostjo. Če je sinhronizacija v realnem času, vsak prenos datoteke prikaže zaslon nalaganja.
Težave s konflikti. Če 2 uporabnika hkrati spremenita element, lahko nastanejo nerešene situacije. Pri rednih opravilih to lahko popravimo pozneje; v realnem času bi to morali shraniti kot vrsto, kar bi uporabnike še bolj zmedlo.
Težave s funkcionalnostjo. Zlasti preimenovanje in prestrukturiranje elementov. Pri povratni sinhronizaciji se orodje strogo opira na logiko imenikov in pri vsaki sinhronizaciji preveri 100 % elementov. Če bi to potekalo po vsaki posodobitvi, bi bilo tisoče zahtev na sekundo. Če ne: spremembe bi se izgubile.
Ali lahko spremenim privzeta imena map v oblakih?
Direktorijem modelov (prodajni nalogi, priložnosti, dobavitelji itd.) lahko za kateri koli tip dokumenta dodelite lastno ime.
Za mape objektov (SO-001, John Smith itd.) se orodje opira na metodo Odoo za sestavo prikaznega imena tega tipa dokumenta. To lahko spremenite z definiranjem izraza imena. Uporabljena je natančna skladnja e-poštnih predlog Odoo.
Ali lahko spremenim pogostost sinhronizacijskih opravil?
Ne, od različice 15 načrtovanih opravil ne smete spreminjati. Optimizirana so, da se izvajajo vsakih 15 minut za najbolj stabilno in hitro povezavo.
Poskrbite, da so časovne omejitve strežnika Odoo nastavljene na vsaj 15 minut (900 sekund).
Če morate sinhronizacijo za nekaj časa ustaviti, to storite na obrazcu posameznega cloud client.
Ali lahko sinhroniziram priloge z nekaj oblačnimi odjemalci
Da, od različice 15 lahko nastavite več povezav. Tako nekatere mape sinhronizirate z enim cloud clientom, druge z drugim.
Upoštevajte, da iste mape ni mogoče hkrati sinhronizirati z več cloud storages.
V naših oblakih uporabljamo poseben urejevalnik (npr. OnlyOffice, Office 365 itd.). Bi se datoteke odprle v tem urejevalniku?
Da, odvisno od konfiguracije cloud client.
Ali potrebujem samo aplikacijo Cloud Storage Solution?
Od različice 15 lahko aplikacijo uporabljate samostojno za razvrščanje prilog v mape in vmesnik upravitelja datotek.
Če pa želite povezavo z enim od odjemalcev oblaka, morate namestiti vsaj eno izbirno aplikacijo odjemalca.
Kaj se zgodi, ko spremenim pravilo mape?
Ko se pravilo mape spremeni, se spremeni tudi seznam map. Če mapa ne ustreza več pogojem, se odstrani. Če so bile datoteke sinhronizirane, jih obratna sinhronizacija vrne v Odoo in jih izbriše iz Cloud Client.
Če objekt dokumenta ne ustreza pogojem pravila mape, njegova mapa ne bo ustvarjena. Če jim kasneje ustreza, bo povezana mapa ustvarjena.
Kakšne so politike posodobitev vaših orodij?
Glede na veljavna pravila Odoo Apps Store:
- Vsak modul, kupljen za različico 12.0 in starejše, omogoča dostop do vseh različic do 12.0.
- Od različice 13.0 je treba vsako različico modula kupiti posebej.
- Ne glede na različico nakup daje pravico do vseh posodobitev in popravkov znotraj glavne različice.
Upoštevajte, da ekipa faOtools teh pravil ne nadzoruje. Za vprašanja se obrnite neposredno na predstavnike Odoo Apps Store.
Kako namestim vašo aplikacijo na Odoo.sh?
Najbolj neposreden pristop je uporaba vgrajenega poteka dela trgovine Odoo:
1. Odprite stran modula in kliknite gumb Deploy on odoo.sh
2. Nato boste preusmerjeni na stran GitHub. Prijavite se v račun, nato kliknite 'Create a new repo' ali uporabite obstoječega. Poskrbite, da je skladišče zasebno. Objavljanje aplikacij pod licenco OPL-1 ni dovoljeno. Po potrebi ustvarite nov repo za projekt Odoo.sh
3. Nato pojdite na odoo.sh in kliknite gumb Deploy. V pojavnem oknu potrdite odločitev in kliknite 'Continue.' To sproži namestitev.
Ti koraki namestijo aplikacijo na produkcijsko vejo projekta. Če želite aplikacije namestiti na druge veje ali posodobiti modul, opravite naslednje:
1. Naložite izvorno kodo aplikacije iz trgovine Odoo
2. Naredite commit modula v zahtevano skladišče GitHub. Poskrbite, da ni nobena mapa/datoteka aplikacije prezrta (tj. ni v .gitignore skladišča). Skladišča samodejno ustvari odoo.sh in lahko privzeto vsebujejo ključne elemente (npr. /lib). Naložite vse imenike, podimenike in datoteke modula brez izjem
3. Namestite ciljno vejo projekta odoo.sh ali, če to predvidevajo nastavitve, počakajte, da se samodejno izgradi.
Kako namestim vašo aplikacijo na lastnem strežniku?
2. Znova zaženite strežnik Odoo;
3. Vklopite način za razvijalce (tehnične nastavitve);
4. Posodobite seznam aplikacij (meni aplikacij);
5. Poiščite aplikacijo in pritisnite „Activate“/„Install“;
6. Sledite smernicam na strani aplikacije, če obstajajo.
Opazil sem, da ima vaša aplikacija dodatne dodatke. Jih smem kupiti pozneje?
Da, seveda. Hkrati Odoo samodejno doda vse odvisnosti v košarico, zato morate predhodno kupljena orodja izključiti, da se izognete dvojnemu plačilu.
Namestil sem vašo aplikacijo na Odoo.sh in v testih vidim opozorilo/napako
Rdeče/oranžno opozorilo ne vpliva na funkcije aplikacije. Žal naši moduli včasih ne opravijo standardnih samodejnih testov, ker ti predvidevajo vedenje, ki je v nasprotju s cilji aplikacije. Na primer spreminjamo izračun cene, medtem ko testi standardnega modula Odoo primerjajo končno ceno s standardnim algoritmom.
Najprej preverite funkcije nameščene zbirke. Ali vse deluje pravilno?
Če še vedno menite, da opozorilo vpliva na resnične funkcije, nas kontaktirajte in pošljite popolne dnevnike namestitve ter popoln seznam nameščenih modulov (vključno z jedrom in tretjimi).
Ali lahko kupim aplikacijo neposredno pri vašem podjetju?
Ne, orodja razširjamo samo prek uradne trgovine aplikacij Odoo.
Rad bi dobil popust
Žal nimamo tehničnih sredstev za individualne cene.
Ali lahko namestim aplikacijo v svojo zbirko Odoo Online (SaaS)?
Ne, aplikacij tretjih oseb ni mogoče uporabljati na Odoo Online. Žal Odoo SaaS to preprečuje.
Vaše orodje je odvisno od drugih aplikacij. Ali jih moram kupiti?
Da, orodje potrebuje vse module, označene v odvisnostih, da deluje pravilno. Cena na strani aplikacije že vključuje vse potrebne odvisnosti.
Kakšna je cena modula v ameriških dolarjih? Zakaj se je spremenila?
Cena naših modulov je v evrih. Trgovina Odoo pretvarja cene v druge valute po notranjem tečaju. Zato se lahko cena v ameriških dolarjih spremeni, ko se tečaj posodobi.
Besedila aplikacije in spletnega mesta v jezikih, ki niso angleščina, so pripravljena z UI in usklajena z uradnimi prevodi Odoo. Če opazite napako, pošljite zahtevek o pravilnosti prevodov in jo bomo popravili.
Predstavitvene zbirke Odoo (predogledi v živo)
Za to aplikacijo lahko zagotovimo brezplačno prilagojeno demo zbirko.
Za stik ne potrebujete telefonske številke niti kreditne kartice. Potrebna je le kratka prijava z e-pošto, ki ne traja več kot 30 sekund.
Na vašo zahtevo pripravimo individualno zbirko za predogled v živo, kjer lahko približno dva tedna izvajate teste in preverjate predpostavke.
Prijavljanje napak
Če naletite na napake ali nedosledno vedenje, nas ne oklevajte kontaktirati. Zagotavljamo popravke v 60 dneh od nakupa in tudi po tem obdobju želimo izboljševati orodja.
Za stik ne potrebujete telefonske številke niti kreditne kartice. Potrebna je le kratka prijava z e-pošto, ki ne traja več kot 30 sekund.
V zahtevo vključite čim več podrobnosti: posnetke zaslona, dnevnike strežnika Odoo, celoten opis ponovitve težave in podobno. Običajno traja nekaj delovnih dni, da pripravimo delovni načrt (če je napaka potrjena) ali smernice, kaj storiti (sicer).
Javne zahteve za funkcije in ideje modulov (brezplačen razvoj)
Močno nas žene izboljševanje orodij in hvaležni smo za vsako povratno informacijo. Če so vaše zahteve v splošno korist in jih je mogoče učinkovito uresničiti, jih bo ekipa vključila na naš seznam opravil.
Tak seznam opravil obdelujemo redno in ne predvideva dodatnih stroškov. Čeprav ne moremo obljubiti rokov in končne zasnove, je to lahko dober način, da dobite želene funkcije brez naložb in tveganj.
Za stik ne potrebujete telefonske številke niti kreditne kartice. Potrebna je le kratka prijava z e-pošto, ki ne traja več kot 30 sekund.
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