diff --git a/content/applications/general/email_communication/azure_oauth.rst b/content/applications/general/email_communication/azure_oauth.rst index 062ddd316e..2ab5e66b19 100644 --- a/content/applications/general/email_communication/azure_oauth.rst +++ b/content/applications/general/email_communication/azure_oauth.rst @@ -3,9 +3,9 @@ Connect Microsoft Outlook 365 to Odoo using Azure OAuth ======================================================= Odoo is compatible with Microsoft's Azure OAuth for Microsoft 365. In order to send and receive -secure emails from a custom domain, all that is required is to configure a few settings on the -Azure platform and on the back end of the Odoo database. This configuration works with either a -personal email address or an address created by a custom domain. +secure emails from a custom domain, all that is required is to configure a few settings on the Azure +platform and on the back end of the Odoo database. This configuration works with either a personal +email address or an address created by a custom domain. .. seealso:: `Microsoft Learn: Register an application with the Microsoft identity platform @@ -22,10 +22,10 @@ Create a new application ------------------------ To get started, go to `Microsoft's Azure Portal `_. Log in with the -:guilabel:`Microsoft Outlook Office 365` account if there is one, otherwise log in with the -personal :guilabel:`Microsoft account`. A user with administrative access to the Azure Settings -will need to connect and perform the following configuration. Next, navigate to the section -labeled :guilabel:`Manage Microsoft Entra ID` (formally *Azure Active Directory*). +:guilabel:`Microsoft Outlook Office 365` account if there is one, otherwise log in with the personal +:guilabel:`Microsoft account`. A user with administrative access to the Azure Settings will need to +connect and perform the following configuration. Next, navigate to the section labeled +:guilabel:`Manage Microsoft Entra ID` (formally *Azure Active Directory*). Now, click on :guilabel:`Add (+)`, located in the top menu, and then select :guilabel:`App registration`. On the :guilabel:`Register an application` screen, rename the :guilabel:`Name` to @@ -93,28 +93,28 @@ application. Create credentials ------------------ -Now that the Microsoft Azure app is set up, credentials need to be created for the Odoo setup. -These include the :guilabel:`Client ID` and :guilabel:`Client Secret`. To start, the -:guilabel:`Client ID` can be copied from the :guilabel:`Overview` page of the app. The -:guilabel:`Client ID` or :guilabel:`Application ID` is located under the :guilabel:`Display Name` -in the :guilabel:`Essentials` overview of the app. +Now that the Microsoft Azure app is set up, credentials need to be created for the Odoo setup. These +include the :guilabel:`Client ID` and :guilabel:`Client Secret`. To start, the :guilabel:`Client ID` +can be copied from the :guilabel:`Overview` page of the app. The :guilabel:`Client ID` or +:guilabel:`Application ID` is located under the :guilabel:`Display Name` in the +:guilabel:`Essentials` overview of the app. .. image:: azure_oauth/application-id.png :align: center :alt: Application/Client ID located in the Overview of the app. Next, the :guilabel:`Client Secret Value` needs to be retrieved. To get this value, click on -:guilabel:`Certificates & Secrets` in the left sidebar menu. Then, a :guilabel:`Client Secret` -needs to be produced. In order to do this, click on the :guilabel:`(+) New Client Secret` button. +:guilabel:`Certificates & Secrets` in the left sidebar menu. Then, a :guilabel:`Client Secret` needs +to be produced. In order to do this, click on the :guilabel:`(+) New Client Secret` button. A window on the right will populate with a button labeled :guilabel:`Add a client secret`. Under :guilabel:`Description`, type in `Odoo Fetchmail` or something recognizable, and then set the :guilabel:`expiration date`. .. important:: - A new :guilabel:`Client Secret` will need to be produced and configured if the first one - expires. In this event, there could be an interruption of service, so the expiration date should - be noted and set to the furthest possible date. + A new :guilabel:`Client Secret` will need to be produced and configured if the first one expires. + In this event, there could be an interruption of service, so the expiration date should be noted + and set to the furthest possible date. Next, click on :guilabel:`Add` when these two values are entered. A :guilabel:`Client Secret Value` and :guilabel:`Secret ID` will be created. It is important to copy the :guilabel:`Value` or @@ -142,14 +142,14 @@ First, open the Odoo database and navigate to the :guilabel:`Apps` module. Then, :guilabel:`Apps` filter from the search bar and type in `Outlook`. After that, install the module called :guilabel:`Microsoft Outlook`. -Next, navigate to :menuselection:`Settings --> General Settings`, and under the :guilabel:`Discuss` -section, ensure that the checkbox for :guilabel:`Custom Email Servers` is checked. This populates -a new option for :guilabel:`Outlook Credentials`. +Next, navigate to :menuselection:`Settings --> General Settings`, and under the *Emails* section, +ensure that the checkbox for :guilabel:`Use Custom Email Servers` is checked. This populates a new +option for :guilabel:`Outlook Credentials`. :guilabel:`Save` the progress. -Then, copy and paste the :guilabel:`Client ID` (Application ID) and :guilabel:`Client Secret -(Client Secret Value)` into the respective fields and :guilabel:`Save` the settings. +Then, copy and paste the :guilabel:`ID` (Application ID) and :guilabel:`Secret (Client Secret +Value)` into the respective fields and :guilabel:`Save` the settings. .. image:: azure_oauth/outlookcreds.png :align: center @@ -158,8 +158,8 @@ Then, copy and paste the :guilabel:`Client ID` (Application ID) and :guilabel:`C Configure outgoing email server ------------------------------- -On the :guilabel:`General Settings` page, under the :guilabel:`Custom Email Servers` setting, -click the :guilabel:`Outgoing Email Servers` link to configure the Microsoft account. +On the :guilabel:`General Settings` page, under the :guilabel:`Custom Email Servers` setting, click +the :guilabel:`Outgoing Email Servers` link to configure the Microsoft account. Then, create a new email server and check the box for :guilabel:`Outlook`. Next, fill in the :guilabel:`Name` (it can be anything) and the Microsoft Outlook email :guilabel:`Username`. @@ -193,8 +193,8 @@ can now send safe, secure emails through Microsoft Outlook using OAuth authentic Configuration with a single outgoing mail server ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ -Configuring a single outgoing server is the simplest configuration available for Microsoft Azure -and it doesn't require extensive access rights for the users in the database. +Configuring a single outgoing server is the simplest configuration available for Microsoft Azure and +it doesn't require extensive access rights for the users in the database. A generic email address would be used to send emails for all users within the database. For example it could be structured with a `notifications` alias (`notifications@example.com`) or `contact` alias @@ -203,8 +203,8 @@ This address must also match the `{mail.default.from}@{mail.catchall.domain}` ke system parameters. .. seealso:: - Visit the :ref:`From Filtering documentation ` for more - information. + Visit the :ref:`From Filtering ` + documentation for more information. .. note:: The :guilabel:`System Parameters` can be accessed by activating :ref:`developer-mode` in the @@ -245,8 +245,8 @@ so that only the user's email is sent from that server. In other words, only a u address that matches the set :guilabel:`FROM Filtering` is able to use this server. .. seealso:: - Visit the :ref:`From Filtering documentation ` for more - information. + Visit the :ref:`From Filtering ` + documentation for more information. A :ref:`fallback server ` must be setup to allow for the sending of :guilabel:`notifications`. The :guilabel:`FROM Filtering` for this server should have the value of diff --git a/content/applications/general/email_communication/azure_oauth/outlookcreds.png b/content/applications/general/email_communication/azure_oauth/outlookcreds.png index eca8b122df..5062098dac 100644 Binary files a/content/applications/general/email_communication/azure_oauth/outlookcreds.png and b/content/applications/general/email_communication/azure_oauth/outlookcreds.png differ