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[IMP] General: Email server config update
closes odoo/documentation#16255
X-original-commit: 5b392ea5a0
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
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@@ -3,9 +3,9 @@ Connect Microsoft Outlook 365 to Odoo using Azure OAuth
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=======================================================
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Odoo is compatible with Microsoft's Azure OAuth for Microsoft 365. In order to send and receive
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secure emails from a custom domain, all that is required is to configure a few settings on the
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Azure platform and on the back end of the Odoo database. This configuration works with either a
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personal email address or an address created by a custom domain.
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secure emails from a custom domain, all that is required is to configure a few settings on the Azure
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platform and on the back end of the Odoo database. This configuration works with either a personal
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email address or an address created by a custom domain.
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.. seealso::
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`Microsoft Learn: Register an application with the Microsoft identity platform
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@@ -22,10 +22,10 @@ Create a new application
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------------------------
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To get started, go to `Microsoft's Azure Portal <https://portal.azure.com/>`_. Log in with the
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:guilabel:`Microsoft Outlook Office 365` account if there is one, otherwise log in with the
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personal :guilabel:`Microsoft account`. A user with administrative access to the Azure Settings
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will need to connect and perform the following configuration. Next, navigate to the section
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labeled :guilabel:`Manage Microsoft Entra ID` (formally *Azure Active Directory*).
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:guilabel:`Microsoft Outlook Office 365` account if there is one, otherwise log in with the personal
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:guilabel:`Microsoft account`. A user with administrative access to the Azure Settings will need to
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connect and perform the following configuration. Next, navigate to the section labeled
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:guilabel:`Manage Microsoft Entra ID` (formally *Azure Active Directory*).
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Now, click on :guilabel:`Add (+)`, located in the top menu, and then select :guilabel:`App
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registration`. On the :guilabel:`Register an application` screen, rename the :guilabel:`Name` to
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@@ -93,28 +93,28 @@ application.
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Create credentials
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------------------
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Now that the Microsoft Azure app is set up, credentials need to be created for the Odoo setup.
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These include the :guilabel:`Client ID` and :guilabel:`Client Secret`. To start, the
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:guilabel:`Client ID` can be copied from the :guilabel:`Overview` page of the app. The
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:guilabel:`Client ID` or :guilabel:`Application ID` is located under the :guilabel:`Display Name`
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in the :guilabel:`Essentials` overview of the app.
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Now that the Microsoft Azure app is set up, credentials need to be created for the Odoo setup. These
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include the :guilabel:`Client ID` and :guilabel:`Client Secret`. To start, the :guilabel:`Client ID`
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can be copied from the :guilabel:`Overview` page of the app. The :guilabel:`Client ID` or
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:guilabel:`Application ID` is located under the :guilabel:`Display Name` in the
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:guilabel:`Essentials` overview of the app.
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.. image:: azure_oauth/application-id.png
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:align: center
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:alt: Application/Client ID located in the Overview of the app.
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Next, the :guilabel:`Client Secret Value` needs to be retrieved. To get this value, click on
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:guilabel:`Certificates & Secrets` in the left sidebar menu. Then, a :guilabel:`Client Secret`
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needs to be produced. In order to do this, click on the :guilabel:`(+) New Client Secret` button.
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:guilabel:`Certificates & Secrets` in the left sidebar menu. Then, a :guilabel:`Client Secret` needs
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to be produced. In order to do this, click on the :guilabel:`(+) New Client Secret` button.
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A window on the right will populate with a button labeled :guilabel:`Add a client secret`. Under
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:guilabel:`Description`, type in `Odoo Fetchmail` or something recognizable, and then set the
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:guilabel:`expiration date`.
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.. important::
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A new :guilabel:`Client Secret` will need to be produced and configured if the first one
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expires. In this event, there could be an interruption of service, so the expiration date should
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be noted and set to the furthest possible date.
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A new :guilabel:`Client Secret` will need to be produced and configured if the first one expires.
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In this event, there could be an interruption of service, so the expiration date should be noted
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and set to the furthest possible date.
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Next, click on :guilabel:`Add` when these two values are entered. A :guilabel:`Client Secret Value`
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and :guilabel:`Secret ID` will be created. It is important to copy the :guilabel:`Value` or
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@@ -142,14 +142,14 @@ First, open the Odoo database and navigate to the :guilabel:`Apps` module. Then,
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:guilabel:`Apps` filter from the search bar and type in `Outlook`. After that, install the module
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called :guilabel:`Microsoft Outlook`.
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Next, navigate to :menuselection:`Settings --> General Settings`, and under the :guilabel:`Discuss`
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section, ensure that the checkbox for :guilabel:`Custom Email Servers` is checked. This populates
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a new option for :guilabel:`Outlook Credentials`.
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Next, navigate to :menuselection:`Settings --> General Settings`, and under the *Emails* section,
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ensure that the checkbox for :guilabel:`Use Custom Email Servers` is checked. This populates a new
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option for :guilabel:`Outlook Credentials`.
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:guilabel:`Save` the progress.
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Then, copy and paste the :guilabel:`Client ID` (Application ID) and :guilabel:`Client Secret
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(Client Secret Value)` into the respective fields and :guilabel:`Save` the settings.
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Then, copy and paste the :guilabel:`ID` (Application ID) and :guilabel:`Secret (Client Secret
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Value)` into the respective fields and :guilabel:`Save` the settings.
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.. image:: azure_oauth/outlookcreds.png
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:align: center
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@@ -158,8 +158,8 @@ Then, copy and paste the :guilabel:`Client ID` (Application ID) and :guilabel:`C
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Configure outgoing email server
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-------------------------------
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On the :guilabel:`General Settings` page, under the :guilabel:`Custom Email Servers` setting,
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click the :guilabel:`Outgoing Email Servers` link to configure the Microsoft account.
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On the :guilabel:`General Settings` page, under the :guilabel:`Custom Email Servers` setting, click
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the :guilabel:`Outgoing Email Servers` link to configure the Microsoft account.
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Then, create a new email server and check the box for :guilabel:`Outlook`. Next, fill in the
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:guilabel:`Name` (it can be anything) and the Microsoft Outlook email :guilabel:`Username`.
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@@ -193,8 +193,8 @@ can now send safe, secure emails through Microsoft Outlook using OAuth authentic
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Configuration with a single outgoing mail server
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Configuring a single outgoing server is the simplest configuration available for Microsoft Azure
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and it doesn't require extensive access rights for the users in the database.
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Configuring a single outgoing server is the simplest configuration available for Microsoft Azure and
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it doesn't require extensive access rights for the users in the database.
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A generic email address would be used to send emails for all users within the database. For example
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it could be structured with a `notifications` alias (`notifications@example.com`) or `contact` alias
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@@ -203,8 +203,8 @@ This address must also match the `{mail.default.from}@{mail.catchall.domain}` ke
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system parameters.
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.. seealso::
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Visit the :ref:`From Filtering documentation <email-outbound-different-servers-personalized-from-filtering>` for more
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information.
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Visit the :ref:`From Filtering <email-outbound-different-servers-personalized-from-filtering>`
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documentation for more information.
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.. note::
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The :guilabel:`System Parameters` can be accessed by activating :ref:`developer-mode` in the
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@@ -245,8 +245,8 @@ so that only the user's email is sent from that server. In other words, only a u
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address that matches the set :guilabel:`FROM Filtering` is able to use this server.
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.. seealso::
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Visit the :ref:`From Filtering documentation <email-outbound-different-servers-personalized-from-filtering>` for more
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information.
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Visit the :ref:`From Filtering <email-outbound-different-servers-personalized-from-filtering>`
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documentation for more information.
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A :ref:`fallback server <azure_oauth/notifications>` must be setup to allow for the sending of
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:guilabel:`notifications`. The :guilabel:`FROM Filtering` for this server should have the value of
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