1. Overview
Duration: 3:00
When it comes to open-source business management software, Odoo is a very popular option trusted by millions of users all over the world. It’s an enterprise resource planning (ERP) software that comes with a bundle of productivity apps covering all business processes, including CRM, accounting, inventory management, e-commerce, project management, sales tracking, invoicing, file management and so on. Odoo offers a free community version and a paid commercial package, which makes it a good choice both for individual users and small teams as well as SMEs.
One of the biggest advantages of Odoo is the possibility to integrate different kinds of tools and third-party apps to create a highly customised business platform tailored to a specific niche. To enable online document editing and real-time collaboration, there is an option to install ONLYOFFICE Docs and integrate it with the Odoo enterprise resource planning software through an integration app available on GitHub or the official app store.
ONLYOFFICE Docs is a web-based office suite that comes with a full set of tools to work with for text documents, spreadsheets, presentations, digital forms and PDF/DJVu files. The package offers complete compatibility with Office Open XLM (DOCX, XLSX and PPTS) and supports other popular files extensions, like ODF, via conversion to OOXML.
With the ONLYOFFICE online suite, users can create, edit, share and collaborate on office documents in real time within multiple software solutions, including e-learning environments, electronic document management systems, content management tools and file storage platforms. Some of the most popular integration examples are Nextcloud, Redmine, WordPress, Confluence, Alfresco, Chamilo, Nuxeo, Drupal, Moodle, etc.
In this guide, we will tell you how to integrate ONLYOFFICE Docs with Odoo and how to work on documents within the Odoo platform.
What you’ll learn
This guide teaches you how to integrate ONLYOFFICE Docs to the Odoo business platform on Ubuntu through an official integration app making it possible to edit and co-author text documents, spreadsheets and presentations in real time.
What you’ll need
- ONLYOFFICE Docs (you can install the free Community Edition or the Enterprise Edition)
- Odoo instance
- ONLYOFFICE integration app for Odoo
2. Install Odoo
Duration: 10:00
First of all, you need to have an Odoo instance. If you don’t have one, you can install the latest version, Odoo v16.0, on your Ubuntu machine following detailed instructions on the official website. There are various ways to install and run the platform, depending on the intended use case. For example, you can install Odoo through ready-to-use packaged installers or deploy it with the official Docker image. Alternatively, there is an option to run it directly from the source. All these methods are described in detail on the corresponding web page.
3. Install ONLYOFFICE Docs
Duration: 10:00
To enable document editing features within Odoo, you need to install ONLYOFFICE Docs (ONLYOFFICE Document Server). Please note that your ONLYOFFICE instance should be resolvable and connectable both from Odoo and any other end client. Importantly, your ONLYOFFICE instance must be also able to POST to Odoo directly.
You can get the Community version of ONLYOFFICE Docs from GitHub. Alternatively, you can read this guide and choose one of the described installation methods.
4. Install the ONLYOFFICE integration app for Odoo
Duration: 5:00
There are two ways to install the ONLYOFFICE integration app. The easiest one is to use the Odoo admin panel. In this case, please follow these simple steps:
- Access the Odoo admin panel and click Apps;
- Find ONLYOFFICE in the catalogue;
- Click Install.
That’s it. The ONLYOFFICE integration app for Odoo will be immediately installed.
If you prefer manual installation, you need to open the Odoo Apps catalogue and select the version of your Odoo instance. After that, find ONLYOFFICE and click Download. Alternatively, it’s possible to download the ONLYOFFICE integration app from the official GitHub page.
Then, add the ONLYOFFICE integration app to the following path: /path/to/odoo/addons. The name of the folder must be onlyoffice_odoo.
Also, you are allowed to edit the /path/to/odoo/config/odoo.conf file by adding the following lines and specifying your path to the folder:
[options]
addons_path = /mnt/extra-addons
Finally, you need to install this package:
pip install pyjwt
After that, you can simply restart the Odoo instance. Another way to complete the installation process is to switch your Odoo instance to Developer Mode, click Apps in the admin panel and choose Update Apps List.
5. Configure the ONLYOFFICE integration app
Duration: 3:00
The final step requires you to configure the ONLYOFFICE integration app. To do so, go to the Home menu, find Settings and click ONLYOFFICE. You will see the following parameters:
- Document Server URL: enter the URL address of your ONLYOFFICE Docs instance;
- Document Server JWT Secret: in ONLYOFFICE Docs, JWT is enabled by default to restrict unauthorised access to your documents, so you can leave this field blank. However, if you want to enter your own secret key, don’t forget to specify the same secret key in the ONLYOFFICE Docs config file.
- Document Server JWT Header: the standard JWT header is Authorization. If this header conflicts with your current setup, you can enter a custom one.
6. Work on documents in Odoo using ONLYOFFICE Docs
Duration: 3:00
When installed and configured correctly, the ONLYOFFICE integration app allows you to work on office documents uploaded to the Odoo platform. For example, you can open and edit attached files in the Sales section or view attachments in the Discuss section.
Here is what you can do with ONLYOFFICE Docs within the Odoo platform:
- edit DOCX documents, XLSX spreadsheets and PPTX presentations;
- co-edit documents with other Odoo users in real time;
- edit DOCXF form templates;
- view PDF/DjVu files;
- open RTF, TXT, CSV and other formats for viewing.