APPS
Cloud Storage Solutions 15.0

Cloud Storage Solutions

$ 134.75 $ 134.75

v 15.0 0

Technical name	cloud_base
License	LGPL-3
Website	https://faotools.com/apps/15.0/cloud-storage-solutions-640
Extensions	OneDrive / SharePoint Odoo Integration

Description
License

245

Enterprise

Community

Odoo.sh

The tool does not require extra dependencies beside standard Odoo apps

Features
Guidelines
FAQ
Screenshots
Support & Demo ^free

This is the tool to organize attachments in folders' trees and synchronize Odoo with the cloud storage solution(s) of your choice. The app introduces automatic algorithms to prepare directories for documents' and integrate those with workflows of Google Drive, OneDrive / SharePoint, Nextcloud / ownCloud, and Dropbox.

Documentation: https://faotools.com/docs/4/cloud-storage-solutions-18

Cloud Storage Solutions Overview

Set of apps, optional add-ons, prices, and abbreviations

Cloud Storage Solutions

- the core module which introduces the file manager interface and basic mechanics for synchronizations with various cloud clients. Its price is 245.

Google Drive Odoo Integration

- 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 149.

ownCloud / Nextcloud Odoo Integration

- 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 149.

OneDrive / SharePoint Odoo Integration

- 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 149.

Dropbox Odoo Integration

- 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 149.

Cloud Sync for Enterprise Documents

- 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' structure

Decide which Odoo document types should have their own folder trees. Directories are regularly updated based on flexible rules and existing Odoo objects

Sync with chosen cloud storage solutions

Synchronize chosen folders and files with specific cloud storage: Google Drive, OneDrive, SharePoint, Nextcloud, Dropbox, and ownCloud. Have as many connections as you need

File manager interface

Manage folders and attachments from a single view. Comfortably navigate by directories. Search and download files one by one or in batch. Upload and move attachments

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

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

Cloud synchronization history

Control sync logs right in Odoo. Export and share those in case of any issues. Be notified of any client disconnections

Enterprise documents compatible

Set up rules to prepare folders based on Odoo Enterprise workspaces. All features, including sharing, downloading, and signing, would work even after sync.

Odoo File Manager Interface

Comfortably navigate by folders' tree: select a directory to show its attachments; expand and hide folders' layers in a click
Search and highlight folders in seconds even if there are thousands of items (use the left navigation input 'search folder')
Add subfolders to any directory (right mouse click > Create subfolder)
Drag and drop to re-structure folders (relates only to manually created directories; for automatic folders change rules instead)
Download any folder with all attachments as a single zip archive (right mouse click > Download as archive)
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)

Upload attachment to a chosen directory (use the top header button 'Upload file')
Apply standard attachments' search and groupings to find required files
Instantly open any synced attachment in a linked cloud client (push the link in the middle of attachment cards)
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)
Consequentially select attachments and download them as a single zip archive
Comfortably move any file(s) 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)
Delete attachments in batch.

Enhanced attachment box

Any Odoo object might be linked to its own folder. See Automatic folders' structure
Flexibly define subfolders to organize the structure you need (right mouse click > Create subfolder)
Drag and drop to re-structure subfolders
Select a folder to see its attachments. By default files of the object root directory are shown
Download any folder with all attachments as a single zip archive (right mouse click > Download as archive)
Open the already synced folder in its cloud client (right mouse click > Open in clouds)

Upload attachment to a chosen folder (use the button 'Add attachments' or drag files to the attachment box area)
Instantly open any synced attachment in a linked cloud client (push the icon 'clouds')
Download any attachment to your local computer disregarding whether it is synced or not (push the icon 'download')
Use standard Odoo preview for both synced and local files (click on a file thumbnail)
Delete attachments as usual
All actions are equally applicable to object attachments and attachments related to messages.

Cloud storage synchronization

Multi synchronization

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
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
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
To establish a connection with particular cloud storage, follow the instructions that are specific for client types. See the tab Configuration for details
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

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
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'
Google Drive Odoo Integration allows establishing a connection with any personal or team drive
OneDrive / SharePoint Odoo Integration assumes synchronization with any drive of personal/business/SharePoint tariffs
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
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

Integration is based on scheduled jobs and is fully automatized. The app regularly checks changes in systems and runs sync operations
Synchronization is bilateral. Updates in Odoo are reflected in cloud clients (direct sync); changes in cloud clients modify Odoo folders and attachments (backward sync)
Any cloud connection might be reset. In this way, the app assumes getting back all items back to Odoo (reverse sync)
Odoo folders and attachments might be re-attached to a new cloud client. Hence, items would be first taken back to Odoo (reverse sync) and then put to new cloud storage (direct sync)

Queue-based synchronization

Once in 15 minutes, the app examines updates in Odoo and cloud storage(s) to prepare a synchronization queue
Folders' checks follow the First-In-First-Out (FIFO) principle. So, directories that have not been examined for the longest will be processed first
Once in 15 minutes, the sync queue is run by the special scheduled job. Firstly, the most important (blocking) tasks would be done
Control planned jobs and their fulfillment in the special Odoo logs interface (Cloud Storage > Configuration > Sync Logs). Subscribe for particular cloud clients notifications
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

Direct sync prepares the folders' hierarchy and uploads Odoo attachments for cloud storage
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
Direct sync makes all synced Odoo attachments change their type to a link (URL), while binary content is removed with one of next Odoo cleaners. So, no actual files would be stored on your Odoo server
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
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

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)
Backward sync checks whether there are any updates in folders or attachments. Such updates would be then reflected in Odoo
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
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
In case of conflicts, direct sync changes are in general considered more important than backward updates.

Resetting or changing cloud client: reverse sync

In case you decided to reset the connection with a specific cloud client, files would be moved back to Odoo
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
Reverse sync operations are prioritized to direct and backward sync operations
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 Sheet). The app would try to convert such documents, but in some cases, it would require manual interactions.

Automatic folder structure

Rules for automatic folders

The app allows preparing its own folder for any Odoo object
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, ...
Automatically created directories would contain all attachments their linked objects have
Folders are updated regularly based on the scheduled job

Multi directories for each model

Each Odoo model might have a few linked folders
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
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
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

It is possible to set up a hierarchy of folder rules to prepare a more flexible directories structure
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
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
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

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
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
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

Each folder rule assumes to generate a directory. Names for the such directory 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
For object-related folders, the names are generated based on the Odoo name_get method. So, if not defined the opposite, it would be the same title as you see in the Odoo form view header
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
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

The app allows generating folders for workspaces introduced by the Odoo Enterprise apps 'Documents'
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
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
If you generated a subfolder for any workspace-related folder, the app would also create such a Documents workspace

Typical use cases

Customers: add all partner files in a single super directory. Optionally distinguish companies and individuals. For example, Odoo > Customers > Azure Interior > Contacts > John Brown
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
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
Project and tasks: prepare a folder for each customer project and task. For example, Odoo > Customers > Azure Interior > Projects > Software design > Tasks > Specification
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.

Configure to prepare folders based on Odoo objects

File manager and sync access rights

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'
Access for 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'
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'

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
To observe the menu 'Cloud Storage' and the app file manager, a user should belong to the security group 'Cloud Storage > File Manager Access'
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

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.
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.
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.

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'.

Create Azure application

Application to connect Odoo and Azure (OneDrive / SharePoint)

New OneDrive Web platform and redirect URL

Generate new secret for Azure application

Enter configuration keys in Odoo

Configure Odoo for OneDrive / SahrePoint

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 sortedcontainers

Where would be synced fields stored? Are they duplicated to Odoo and clouds?

The app assumes that the binary content of attachments is kept in Cloud Client instead of the Odoo server. So, such attachments in Odoo become of the URL type, and you may any time access them either from the attachments box or from the Cloud Client.

After the setup, no manual actions are required, as the synchronization is fully automatic. Just decide which Odoo document types should be synced and set up a related model to sync for each of those (Customers, Sale or Purchase Orders, Tasks, Projects, etc.).

Can I have a few folders for the the same document type? For example, internal projects and customer projects?

Yes, you can. To that goal, prepare a rule for each, and then those apply filters: for example by type of a project.

Try to make filters self-exclusive in order a document can be definitely assigned. For instance, 'customer but not supplier', 'supplier but not customer'. Otherwise, a specific document folder would jump from one model to another.

Is it possible to make synchronization real-time?

No. We have strong reasons to avoid real time sync:

Performance issues. In case a sync is real time, each file upload will result in the loading screen.
Conflict issues. If 2 users simultaneously change an item, it might lead to unresolved situations. In case of regular jobs we can fix it afterwards, while in case of real time we would need to save it as some queue, and it will be even more misleading for users.
Functionality issues. In particular, renaming and restructuring of items. In the backward sync the tool strictly relies upon directories' logic, and during each sync 100% of items are checked. In case it is done after each update, it will be thousands of requests per second. If not: changes would be lost.

May I change default folders' name in clouds?

For models' directories (sale orders, opportunities, suppliers, etc.): you may assign your own name for any document type.

For objects' folders (SO-001, John Smith, etc.): the tool relies upon the Odoo 'name_get' method for this document type. However, you can change that by defining name_expression. The same syntax as for Odoo email templates is used.

We use a special editor in our clouds (e.g. OnlyOffice, Office 365, etc.). Would files be opened in that editor?

Yes, depending on your cloud client configuration.

May I change frequency of sync jobs?

No, starting from the version 15 you should not change scheduled jobs. They are optimized to run each 15 minutes to guarantee the most stable and quick connection.

Make also sure that your Odoo server timeouts are set for at least 15 minutes (900 seconds).

If you need to stop sync for a while, do that on a particular cloud client form.

Is it Okay if I had many objects to sync, for example, 10000?

Yes, although in case of many folders / attachments to sync, the process might be slow. Simultaneously, our clients reported to us the environments with >10k partners and ~5k product variants to be synced, and the processes were acceptable.

A few points to emphasize:

The sync is constructed in such a way that anyway any item will be synced and will not be lost, although it might be not fast. It is guaranteed by first-in-first-out queues and by each job commits.
The number of objects might be limited logically. The models' configuration let you restrict sync of obsolete items (e.g there is no sense to sync archived partners or orders which are done 2 years ago).

May I sync attachments to a few cloud clients

Yes, starting from version 15 you can set up multi connections. In this way, it is possible to sync some folders to one cloud client, others - for another one.

Take into account, it is not anyway possible to sync the same folder for a few cloud storages simultaneously.

Do I need only the Cloud Storage Solution app?

Starting from version 15, the app might be used stand-alone to structure attachments in folders and to provide file manager interface.

Simultaneously, its main goal is anyway to allow establishing connection with one of cloud clients. Such connection requires at least one client-related optional app installed.

What happens when I change a folder rule?

When a folder rule changes, the list of folders also changes. So, if a folder no longer matches the conditions of the folder rules - it is removed. In this case, if the files have already been synced, the reversed sync returns all files back to Odoo and deletes them from the Cloud Client.

If a document's object doesn't match the conditions of a folder rule, then its folder will not be created. However, if later it matches the conditions, then the related folder will be generated.

What are the update policies of your tools?

According to the current Odoo Apps Store policies:

every module bought for the version 12.0 and prior gives you an access to the all versions up to 12.0.
starting from the version 13.0, every version of the module should be purchased separately.
disregarding the version, purchasing a tool grants you a right for all updates and bug fixes within a major version.

Take into account that faOtools team does not control those policies. By all questions please contact the Odoo Apps Store representatives directly.

How can I install your app on Odoo.sh?

The easiest approach is to use the Odoo store built-in workflow:

1. Open the module's page and click the button Deploy on odoo.sh

2. After that, you will be redirected to the GitHub page. Login to your account and click 'Create a new repo' or use the existing one. Please, make sure, that your repository is private. It is not permitted to publish the apps under the OPL-1 license. If necessary, create a new repo for your Odoo.sh project

3. Then, go to odoo.sh and click on the deploy button, submit the decision in the pop-up window and click 'Continue'. The action will trigger the installation process.

These steps would install the app for your project production branch. If you wanted to deploy the apps for other branches or update the module, you should undertake the following actions:

1. Upload the source code for the app from the Odoo store

2. Commit the module to a required GitHub repository. Make sure that none of the app folders/files are ignored (included in the .gitignore of your repo). Repositories are automatically created by odoo.sh, which might add by default some crucial items there (e.g. /lib). You should upload all module directories, subdirectories, and files without exceptions

3. Deploy a target branch of the odoo.sh project or wait until it is automatically built if your settings assume that.

How should I install your app on my own server?

Unzip the source code of the purchased tools in one of your Odoo add-ons' directory
Re-start the Odoo server
Turn on the developer mode (technical settings)
Update the apps' list (the apps' menu)
Find the app and push the button 'Install'
Follow the guidelines on the app's page if those exist.

I noticed that your app has extra add-ons. May I purchase them afterwards?

Yes, sure. Take into account that Odoo automatically adds all dependencies to a cart. You should exclude previously purchased tools.

I deployed your app on Odoo.sh and see warning/error in tests

A red/orange warning itself does not influence features of the app. Regretfully, sometimes our modules do not pass standard automatic tests, since the latter assumes behavior which is in conflict with our apps goals. For example, we change price calculation, while standard Odoo module tests compare final price to standard algorithm.

So, first of all, please check deployed database features. Does everything work correctly?

If you still assume that warning influences real features, please contact us and forward full installation logs and the full lists of deployed modules (including core and third party ones).

May I buy your app from your company directly?

No, we distribute the tools only through the official Odoo apps store

I would like to get a discount

Regretfully, we do not have a technical possibility to provide individual prices.

May I install the app on my Odoo Online (SaaS) database?

No, third party apps can not be used on Odoo Online.

Your tool has dependencies on other app(s). Should I purchase those?

Yes, all modules marked in dependencies are absolutely required for a correct work of our tool. Take into account that price marked on the app page already includes all necessary dependencies.

What is the price for the module in US Dollars? Why did it change?

The price for our modules is set up in euros. The Odoo store converts prices in others currencies according to its internal exchange rate. Thus, the price in US Dollars may change, when exchange rate changes.

Odoo file manager to cloud sync

Odoo attachments' management

Folders navigation and attachments' search

Move attachments between folders

Instant access for cloud folders from Odoo objects

Structure Odoo attachments in subfolders

Rules for automatic folders' generation

Hierarchy of folders

Set up parent-child relations for rules

Filter objects by periods to prepare proper folders

Configurable folder titles

Default subfolders and files

Control sync jobs and client states

Multiple cloud clients connected

Odoo attachments in OneDrive or SharePoint

Odoo attachments in Google Drive

Odoo attachments in Nextcloud or ownCloud

Odoo attachments in Dropbox

Synced enterprise documents

Restrict access for manual folders

Security rights for file manager

Cloud storage: configuration page

Odoo demonstration databases (live previews)

For this app, we might provide a free personalized demo database.

To demand such a database, press the button "Live Preview" on the top of this page or copy the link https://faotools.com/s/2zjzj8

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.

To send us a bug report: press the "Website" link on the top of this page and push the button "Bug Report" (the tab Support). Alternatively, copy the link https://faotools.com/s/1bql55

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.

To share ideas: press the "Website" link on the top of this page and push the button "Share Features Ideas" (the tab Support). Alternatively, copy the link https://faotools.com/s/lazwhn

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.

Questions and misc issues

Feel free to contact us with any other concerns, doubts, or questions: press the "Website" link on the top of this page and push the button "Raise Question" (the tab Support). Alternatively, copy the link https://faotools.com/s/6ztr3w

About the team

faOtools (faotools.com, former odootools.com) is the team of developers and business analysts to help you extend Odoo's potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful Odoo apps developed. We are open for new ideas and challenges to create the best Odoo apps for business needs all over the world.