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149 Commits

Author SHA1 Message Date
3f31ae6704 Merge branch 'feature/odoo_18' into feature/test-fixes-december-23 2024-08-23 14:31:20 +03:00
trovier
cb6ea63847 Fixes as per testing 2024-08-23 12:26:58 +02:00
693315eab9 Merge branch 'feature/odoo_18' into feature/test-fixes-december-23 2024-08-07 16:38:17 +03:00
dd40780f5b Merge branch 'develop' into feature/test-fixes-december-23 2024-08-07 16:37:56 +03:00
0ab76b6d62 Text fix 2024-08-07 16:36:26 +03:00
trovier
e11dabbb83 Fixes as per testing 2024-08-07 15:34:59 +02:00
63f739008c Merge branch 'develop' of https://github.com/ONLYOFFICE/helpcenter into develop 2024-08-06 17:16:48 +03:00
e3c43df6a4 Text fixes 2024-08-06 17:16:27 +03:00
trovier
94db272061 Merge branch 'develop' of https://github.com/ONLYOFFICE/helpcenter into develop 2024-08-02 16:10:28 +02:00
trovier
cca0b13932 Fixed reported issue #73 2024-08-02 16:10:09 +02:00
a323758f17 Merge branch 'feature/docs-available-languages' into feature/test-fixes-december-23 2024-08-01 16:44:37 +03:00
bc905d0464 Merge branch 'develop' into feature/test-fixes-december-23 2024-08-01 16:44:17 +03:00
3668b6d958 Edit DocAvailableLanguages.ascx so that update it manually, without using stats.json 2024-08-01 16:32:01 +03:00
107f93c950 Edit stats.json for Docs translations 2024-08-01 15:18:19 +03:00
543c0b3ca9 Merge branch 'feature/odoo_18' into feature/test-fixes-december-23 2024-07-31 16:06:15 +03:00
trovier
94753bd4a4 Structural fixes 2024-07-31 14:49:30 +02:00
d9f2f5eccf Merge branch 'feature/odoo_18' into feature/test-fixes-december-23 2024-07-30 17:11:40 +03:00
195c3a6f4e Merge branch 'develop' into feature/test-fixes-december-23 2024-07-30 17:11:19 +03:00
trovier
7aeb6ee7e0 Initial commit 2024-07-30 16:05:24 +02:00
4d2e2a2584 Remove script 2024-07-30 16:55:56 +03:00
c833e58c62 Edit 2 DocSpace articles 2024-07-30 16:30:29 +03:00
1465ef396f Merge branch 'feature/structure' into feature/test-fixes-december-23 2024-07-25 18:09:36 +03:00
c1edb8f0ce Merge branch 'feature/docspace' into feature/test-fixes-december-23 2024-07-24 18:15:50 +03:00
d319c9fb90 Merge branch 'feature/Google-Tag-Manager' into feature/test-fixes-december-23 2024-07-24 11:35:38 +03:00
8a7f44bea0 Merge branch 'feature/keabord-shortcuts-french' into feature/test-fixes-december-23 2024-07-23 15:03:41 +03:00
c70b1142da Merge branch 'feature/docspace' into feature/test-fixes-december-23 2024-07-23 15:03:23 +03:00
536f5e8ca4 Merge branch 'feature/docspace' into feature/test-fixes-december-23 2024-07-22 12:43:21 +03:00
4e348bcc5a Merge branch 'feature/docspace' into feature/test-fixes-december-23 2024-07-19 17:47:20 +03:00
cfd348aab2 Merge branch 'feature/ssl-mysql' into feature/test-fixes-december-23 2024-07-18 17:26:09 +03:00
9d1d591671 Add new article "Connecting MySQL database with SSL/TLS to ONLYOFFICE Docs" 2024-07-18 17:15:51 +03:00
84598cbf3f Merge branch 'develop' into feature/test-fixes-december-23 2024-07-18 14:23:03 +03:00
f1b2509d6d Merge branch 'develop' into feature/test-fixes-december-23 2024-07-18 12:56:39 +03:00
5427ba850b Merge branch 'feature/docspace' into feature/test-fixes-december-23 2024-07-18 12:56:22 +03:00
ccf2f4469c Merge branch 'feature/docspace' into feature/test-fixes-december-23 2024-07-17 16:51:12 +03:00
398ffd6b5e Merge branch 'develop' into feature/test-fixes-december-23 2024-07-17 16:50:53 +03:00
f0ce9ce186 Merge branch 'feature/keabord-shortcuts-french' into feature/test-fixes-december-23 2024-07-12 10:29:34 +03:00
c78518771a Merge branch 'feature/build_8.1' into feature/test-fixes-december-23 2024-07-11 18:38:18 +03:00
bbc95ffa26 Merge branch 'feature/keabord-shortcuts-french' into feature/test-fixes-december-23 2024-07-09 11:52:41 +03:00
2f03faaf36 Merge branch 'develop' into feature/test-fixes-december-23 2024-07-09 11:52:26 +03:00
a766fd0ce2 Merge branch 'feature/build_8.1' into feature/test-fixes-december-23 2024-07-05 16:18:37 +03:00
fcae52ff2d Merge branch 'feature/build_8.1' into feature/test-fixes-december-23 2024-06-27 17:27:24 +03:00
35a60b91cc Merge branch 'develop' into feature/test-fixes-december-23 2024-06-25 15:43:06 +03:00
7a37d0acdd Merge branch 'feature/build_8.1' into feature/test-fixes-december-23 2024-06-20 15:01:46 +03:00
50dd9ea00c Merge branch 'feature/build_8.1' into feature/test-fixes-december-23 2024-06-19 18:11:55 +03:00
6ad4a1587a Merge branch 'feature/build_8.1' into feature/test-fixes-december-23 2024-06-19 18:07:26 +03:00
3138a01f5e Merge branch 'feature/build_8.1' into feature/test-fixes-december-23 2024-06-19 16:19:10 +03:00
50f2125ba8 Merge branch 'feature/build_8.1' into feature/test-fixes-december-23 2024-06-18 18:55:01 +03:00
5c503a8772 Merge branch 'feature/build_8.1' into feature/test-fixes-december-23 2024-06-18 15:05:39 +03:00
948a7d16ad Merge branch 'feature/build_8.1' into feature/test-fixes-december-23 2024-06-17 18:46:12 +03:00
1878a7ab32 Merge branch 'feature/structure-fix' into feature/test-fixes-december-23 2024-06-17 18:39:00 +03:00
5d3aee7294 Merge branch 'develop' into feature/test-fixes-december-23 2024-06-17 18:37:10 +03:00
17b9d2afae Merge branch 'feature/build_8.1' into feature/test-fixes-december-23 2024-06-17 18:36:42 +03:00
c978d48e95 Merge branch 'feature/build_8.1' into feature/test-fixes-december-23 2024-06-14 17:51:24 +03:00
fd73d9d606 Merge branch 'develop' into feature/test-fixes-december-23 2024-06-14 17:50:03 +03:00
05306b5d4d Merge branch 'feature/build_8.1' into feature/test-fixes-december-23 2024-06-11 11:40:31 +03:00
0ec71c2d58 Merge branch 'develop' into feature/test-fixes-december-23 2024-06-11 11:40:06 +03:00
e7e0435f3d Merge branch 'feature/build_8.1' into feature/test-fixes-december-23 2024-06-05 13:29:19 +03:00
9f6b5dde35 Merge branch 'feature/create-docs-sharepoint' into feature/test-fixes-december-23 2024-05-28 16:15:37 +03:00
46220d618c Merge branch 'feature/build_8.1' into feature/test-fixes-december-23 2024-05-24 17:59:59 +03:00
3e0ea86220 Merge branch 'feature/build_8.1' into feature/test-fixes-december-23 2024-05-21 11:50:46 +03:00
84c4897b77 Merge branch 'develop' into feature/test-fixes-december-23 2024-05-20 10:30:50 +03:00
5ed7f5589f Merge branch 'feature/DocSpace2.5' into feature/test-fixes-december-23 2024-04-19 22:00:44 +03:00
e9ea4874fd Merge branch 'feature/DocSpace2.5' into feature/test-fixes-december-23 2024-04-18 19:31:50 +03:00
2e646f5f52 Merge branch 'feature/DocSpace2.5' into feature/test-fixes-december-23 2024-04-18 18:13:24 +03:00
4b9bc0585b Merge branch 'feature/DocSpace2.5' into feature/test-fixes-december-23 2024-04-18 17:57:29 +03:00
0fe045e2ab Merge branch 'feature/DocSpace2.5' into feature/test-fixes-december-23 2024-04-18 11:23:38 +03:00
ebc15fc7ca Merge branch 'feature/DocSpace2.5' into feature/test-fixes-december-23 2024-04-17 18:50:41 +03:00
d11f74a66d Merge branch 'feature/structure-fix' into feature/test-fixes-december-23
# Conflicts:
#	Web/App_GlobalResources/Resource.de.resx
#	Web/App_GlobalResources/Resource.resx
2024-04-17 17:55:02 +03:00
749909f69c Merge branch 'feature/DocSpace2.5' into feature/test-fixes-december-23 2024-04-17 17:51:13 +03:00
3e3bc4f900 Merge branch 'feature/DocSpace2.5' into feature/test-fixes-december-23 2024-04-15 16:28:56 +03:00
45233bf216 Merge branch 'feature/zapier' into feature/test-fixes-december-23 2024-04-10 17:35:01 +03:00
98b34f2e9c Merge branch 'develop' into feature/test-fixes-december-23 2024-04-09 18:39:53 +03:00
79503696dd Merge branch 'develop' into feature/test-fixes-december-23 2024-04-08 14:32:36 +03:00
b78632c4b2 Merge branch 'feature/drupal_docspace' into feature/test-fixes-december-23 2024-04-02 17:10:18 +03:00
202b011856 Merge branch 'feature/drupal_docspace' into feature/test-fixes-december-23 2024-04-01 16:06:08 +03:00
7ea141b404 Merge remote-tracking branch 'remotes/origin/feature/structure' into feature/test-fixes-december-23 2024-04-01 16:05:47 +03:00
052bd0a515 Merge branch 'feature/drupal_docspace' into feature/test-fixes-december-23 2024-03-29 16:28:50 +03:00
39e16fcc03 Merge branch 'Pixabay' into feature/test-fixes-december-23 2024-03-29 14:28:24 +03:00
8c0f129285 Merge branch 'feature/structure' into feature/test-fixes-december-23
# Conflicts:
#	Web/App_GlobalResources/Resource.resx
2024-03-29 14:27:59 +03:00
36d592e620 Merge branch 'feature/zapier' into feature/test-fixes-december-23 2024-03-27 16:46:47 +03:00
0882200dad Merge branch 'feature/zapier' into feature/test-fixes-december-23 2024-03-27 15:46:13 +03:00
25d062d38d Merge branch 'develop' into feature/test-fixes-december-23 2024-03-27 15:45:56 +03:00
781313b9f7 Merge branch 'feature/databases' into feature/test-fixes-december-23 2024-03-26 16:44:41 +03:00
d2b7ee910e Merge branch 'feature/databases' into feature/test-fixes-december-23 2024-03-25 16:40:48 +03:00
5ced4b4db7 Merge branch 'develop' into feature/test-fixes-december-23
# Conflicts:
#	Web/Controls/Common/BaseHeader/BaseHeader.ascx
#	Web/Controls/Common/BaseHeader/BaseHeader.de.ascx
#	Web/Controls/Common/BaseHeader/BaseHeader.es.ascx
#	Web/Controls/Common/BaseHeader/BaseHeader.fr.ascx
#	Web/Controls/Common/BaseHeader/BaseHeader.it.ascx
#	Web/Controls/Common/BaseHeader/BaseHeader.ru.ascx
#	Web/Controls/Help/HelpCenter.ascx
#	Web/Controls/Help/HelpCenter.de.ascx
#	Web/Controls/Help/HelpCenter.es.ascx
#	Web/Controls/Help/HelpCenter.fr.ascx
#	Web/Controls/Help/HelpCenter.it.ascx
#	Web/Controls/Help/HelpCenter.ru.ascx
#	Web/Controls/Help/SideMenu/Integration/IntegrationMenu.ascx
#	Web/css/help.less
2024-03-22 16:08:16 +03:00
9eda201704 Merge branch 'Pixabay' into feature/test-fixes-december-23 2024-03-22 16:03:52 +03:00
3031f7ce43 Merge branch 'feature/databases' into feature/test-fixes-december-23 2024-03-19 18:08:34 +03:00
02e63d6b73 Merge branch 'Pixabay' into feature/test-fixes-december-23 2024-03-18 13:35:00 +03:00
05a1d47799 Merge branch 'Pixabay' into feature/test-fixes-december-23 2024-03-18 12:20:38 +03:00
d03aeb7024 Merge branch 'Pixabay' into feature/test-fixes-december-23 2024-03-15 18:38:39 +03:00
b401d36f09 Merge branch 'feature/docspace-wordpress' into feature/test-fixes-december-23 2024-03-15 16:45:23 +03:00
fb2e22ac3f Merge branch 'feature/docspace-wordpress' into feature/test-fixes-december-23
# Conflicts:
#	Web/Controls/Common/BaseHeader/BaseHeader.ascx
#	Web/Controls/Common/BaseHeader/BaseHeader.de.ascx
#	Web/Controls/Common/BaseHeader/BaseHeader.es.ascx
#	Web/Controls/Common/BaseHeader/BaseHeader.fr.ascx
#	Web/Controls/Common/BaseHeader/BaseHeader.it.ascx
#	Web/Controls/Common/BaseHeader/BaseHeader.ru.ascx
#	Web/Controls/Help/HelpCenter.ascx
#	Web/Controls/Help/HelpCenter.de.ascx
#	Web/Controls/Help/HelpCenter.es.ascx
#	Web/Controls/Help/HelpCenter.fr.ascx
#	Web/Controls/Help/HelpCenter.it.ascx
#	Web/Controls/Help/HelpCenter.ru.ascx
#	Web/Controls/Help/SideMenu/Integration/IntegrationMenu.ascx
#	Web/css/help.less
2024-03-14 18:09:15 +03:00
f2d897bd43 Merge branch 'feature/databases' into feature/test-fixes-december-23
# Conflicts:
#	Web/App_GlobalResources/Resource.resx
2024-03-14 17:57:09 +03:00
9d52a9da4c Merge branch 'develop' into feature/test-fixes-december-23 2024-03-14 17:55:30 +03:00
aab3269880 Merge branch 'feature/build_8.0_french' into feature/test-fixes-december-23 2024-03-04 13:03:22 +03:00
89c6b805f0 Merge branch 'feature/v12.6' into feature/test-fixes-december-23 2024-03-04 13:02:58 +03:00
b8a0f1ec8c Merge branch 'feature/v12.6' into feature/test-fixes-december-23 2024-02-28 15:26:08 +03:00
5a0c0a2328 Merge branch 'feature/v12.6' into feature/test-fixes-december-23 2024-02-28 12:47:36 +03:00
6f6590b77e Merge branch 'feature/build_8.0' into feature/test-fixes-december-23 2024-02-28 12:47:14 +03:00
c765fef3dd Merge branch 'develop' into feature/test-fixes-december-23 2024-02-28 12:47:00 +03:00
0a8dfd2021 Merge branch 'feature/v12.6' into feature/test-fixes-december-23 2024-02-26 18:07:36 +03:00
5ffe2825e6 Merge branch 'feature/build_8.0' into feature/test-fixes-december-23 2024-02-26 18:04:31 +03:00
5b8056cf5d Merge branch 'feature/v12.6' into feature/test-fixes-december-23 2024-02-26 15:22:52 +03:00
1004f451f5 Merge branch 'feature/build_8.0_french' into feature/test-fixes-december-23
# Conflicts:
#	Web/Controls/Help/MobApps/MobDocs/DocumentEditor/BasicOperations/GraphicMarkup/GraphicMarkup.fr.ascx
2024-02-26 15:22:22 +03:00
bdf1a24fc4 Merge branch 'feature/restore-mail' into feature/test-fixes-december-23 2024-02-20 15:15:53 +03:00
5e2ea1d6a5 Merge branch 'feature/build_8.0' into feature/test-fixes-december-23 2024-02-20 15:15:35 +03:00
ae2dfc6ede Merge branch 'feature/structure' into feature/test-fixes-december-23
# Conflicts:
#	Web/App_GlobalResources/Resource.de.resx
#	Web/App_GlobalResources/Resource.resx
2024-02-14 18:30:53 +03:00
f4046516c9 Merge branch 'develop' into feature/test-fixes-december-23 2024-02-14 18:28:06 +03:00
2e9ad64c42 Merge branch 'feature/build_8.0' into feature/test-fixes-december-23 2024-02-14 18:27:52 +03:00
65aa4434bb Merge branch 'feature/ios_8.0' into feature/test-fixes-december-23 2024-02-14 18:27:38 +03:00
4d42159560 Merge branch 'feature/ios_8.0' into feature/test-fixes-december-23
# Conflicts:
#	Web/App_GlobalResources/Resource.resx
2024-02-08 16:15:36 +03:00
5b586f969a Merge branch 'feature/moodle' into feature/test-fixes-december-23 2024-02-06 15:42:45 +03:00
996aaa4f38 Merge branch 'feature/moodle' into feature/test-fixes-december-23 2024-02-05 17:19:01 +03:00
cdeca0f994 Merge branch 'feature/moodle' into feature/test-fixes-december-23 2024-02-05 12:42:44 +03:00
6f7016940c Merge branch 'feature/moodle' into feature/test-fixes-december-23 2024-02-05 11:20:22 +03:00
327a09dadd Merge branch 'feature/moodle' into feature/test-fixes-december-23 2024-02-02 17:09:05 +03:00
36dc19180f Merge branch 'feature/build_8.0' into feature/test-fixes-december-23 2024-02-02 17:08:44 +03:00
94dcf6fd6b Merge branch 'develop' into feature/test-fixes-december-23 2024-02-02 17:08:27 +03:00
0d167092c8 Merge branch 'feature/build_8.0' into feature/test-fixes-december-23 2024-01-29 16:26:15 +03:00
80c354ec88 Merge branch 'feature/build_8.0' into feature/test-fixes-december-23 2024-01-29 10:40:13 +03:00
8c4b9d727e Merge branch 'feature/ios_8.0' into feature/test-fixes-december-23 2024-01-15 18:10:59 +03:00
8716e786bf Merge branch 'feature/build_8.0' into feature/test-fixes-december-23 2024-01-15 15:28:03 +03:00
e6b49c7331 Merge remote-tracking branch 'remotes/origin/feature/ios_8.0' into feature/test-fixes-december-23 2024-01-12 18:00:35 +03:00
c7acb409f8 Merge branch 'feature/build_8.0' into feature/test-fixes-december-23 2024-01-12 18:00:15 +03:00
77df18073a Merge branch 'feature/build_8.0' into feature/test-fixes-december-23 2024-01-12 12:05:32 +03:00
82c741dfbe Merge branch 'feature/build_8.0' into feature/test-fixes-december-23
# Conflicts:
#	Web/OfficeWeb/apps/documenteditor/main/resources/help/en/HelpfulHints/Commenting.htm
2024-01-11 11:46:43 +03:00
5e250c9327 Merge remote-tracking branch 'remotes/origin/feature/user_questions' into feature/test-fixes-december-23 2024-01-11 11:41:15 +03:00
b1e94525ac Merge branch 'develop' into feature/test-fixes-december-23 2024-01-11 11:40:46 +03:00
trovier
7b50c12546 Initial commit (EN) 2024-01-10 15:07:06 +01:00
b22f080653 Merge branch 'feature/edit-zoom' into feature/test-fixes-december-23 2024-01-09 11:18:05 +03:00
252e733001 Merge branch 'develop' into feature/test-fixes-december-23 2023-12-26 14:25:00 +03:00
3e38c46e2f Merge branch 'feature/edit-zoom' into feature/test-fixes-december-23 2023-12-26 14:24:40 +03:00
7cf6f3fb2b Merge branch 'feature/shortcuts-fr-es-it' into feature/test-fixes-december-23 2023-12-20 17:19:15 +03:00
42dbdc0692 Merge branch 'develop' into feature/test-fixes-december-23 2023-12-20 17:18:57 +03:00
d6b8a3ad65 Merge branch 'feature/DocSpace-2.0_french_translation' into feature/test-fixes-december-23 2023-12-20 17:18:41 +03:00
80846539fc Merge branch 'develop' into feature/test-fixes-december-23 2023-12-18 16:10:37 +03:00
58fbd194a6 Merge branch 'feature/edit-zoom' into feature/test-fixes-december-23 2023-12-18 16:10:19 +03:00
80e353b694 Merge branch 'feature/DocSpace-2.0_french_translation' into feature/test-fixes-december-23 2023-12-18 16:10:01 +03:00
73137d0d60 Merge branch 'develop' into feature/test-fixes-december-23 2023-12-13 13:35:56 +03:00
ec6db94b9c Merge branch 'feature/DocSpace-2.0_french_translation' into feature/test-fixes-december-23 2023-12-12 17:40:16 +03:00
53c865c89e Merge branch 'feature/DocSpace-2.0_french_translation' into feature/test-fixes-december-23 2023-12-12 12:59:39 +03:00
b1fc7d54ca Merge branch 'feature/DocSpace-2.0_french_translation' into feature/test-fixes-december-23 2023-12-11 17:18:49 +03:00
bd3bc70e33 Merge branch 'feature/system-requirements' into feature/test-fixes-december-23 2023-12-11 12:34:40 +03:00
00ff5a9591 Merge branch 'feature/DocSpace-2.0_french_translation' into feature/test-fixes-december-23 2023-12-08 16:32:51 +03:00
83b53d5894 Merge branch 'feature/german_keyboard_shortcuts' into feature/test-fixes-december-23 2023-12-08 16:31:24 +03:00
a099621110 Merge remote-tracking branch 'remotes/origin/feature/docs-ansible' into feature/test-fixes-december-23
# Conflicts:
#	Web/App_GlobalResources/Resource.resx
2023-12-06 12:32:42 +03:00
75e09a7edb Merge branch 'feature/system-requirements' into feature/test-fixes-december-23 2023-12-06 12:30:29 +03:00
c1f8f04951 Display documentation about editors on test-helpcenter (for test only) 2023-12-06 12:30:06 +03:00
9c82e1240c New article Installing ONLYOFFICE Docs Community Edition using Ansible 2022-11-07 17:44:47 +03:00
53 changed files with 1388 additions and 311 deletions

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@ -5137,6 +5137,9 @@
<data name="IntegratingOODropboxTitle" xml:space="preserve">
<value>Integrate ONLYOFFICE with Dropbox.</value>
</data>
<data name="InstallingOODocsAnsible" xml:space="preserve">
<value>Installing ONLYOFFICE Docs Community Edition using Ansible</value>
</data>
<data name="MobSESetLanguageRegion" xml:space="preserve">
<value>Set language and region</value>
</data>
@ -5212,6 +5215,9 @@
<data name="RANKfunction" xml:space="preserve">
<value>RANK function</value>
</data>
<data name="ConnectDamengTitle" xml:space="preserve">
<value>Connecting Dameng database to ONLYOFFICE Docs</value>
</data>
<data name="RSQfunction" xml:space="preserve">
<value>RSQ function</value>
</data>

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@ -0,0 +1,5 @@
<%@ Control Language="C#" %>
<a class="crm-task-title sm_linux sm_server sm_document" id="link_60046" title=""
href="<%=VirtualPathUtility.ToAbsolute("~/installation/docs-community-install-ansible.aspx")%>">
<asp:Literal runat="server" Text="<%$ Resources:Resource, InstallingOODocsAnsible %>" />
</a>

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@ -98,7 +98,13 @@
</p>
</dd>
</dl>
<dl class="faq_block" id="general_8">
<dl class="faq_block" id="general_8">
<dt>What is the database ONLYOFFICE stores documents/projects/emails in?</dt>
<dd>
<p><b>ONLYOFFICE Workspace</b> and <b>ONLYOFFICE DocSpace</b> use MySQL; <b>ONLYOFFICE Docs</b> uses PostgreSQL.</p>
</dd>
</dl>
<dl class="faq_block" id="general_9">
<dt>I have a question that isn't covered here. How can I contact you?</dt>
<dd>
<p>

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@ -65,26 +65,26 @@
<div class="gs_content" id="Overview_block">
<h2>Overview</h2>
<div class="PortalHelp">
<p><b>CRM</b>, or <em>Customer Relationship Management</em>, is a strategy used by many companies and aimed at getting more information about their customers' needs and behaviors in order to improve their interactions, therefore reducing the company costs and increasing their profitability. </p>
<p><b>CRM</b>, or <em>Customer Relationship Management</em>, is a strategy used by many companies and aimed at getting more information about their customers' needs and behaviors in order to improve their interactions, therefore reducing the company's costs and increasing their profitability. </p>
<p><b>CRM</b> is a simple customer relationship management tool which helps achieve these goals providing you with:</p>
<ul>
<li>a unique place for your customer database,
<p><b>CRM</b> is a modern alternative to a spreadsheet used by many companies to store their customers' data. Unlike the spreadsheets <b>CRM</b> offers a multi-user access to the stored data, moreover it allows you to restrict access to some contacts making them private so that only the authorized people could view and edit them.</p>
<p><b>CRM</b> is a modern alternative to a spreadsheet used by many companies to store their customers' data. Unlike spreadsheets, <b>CRM</b> offers multi-user access to the stored data; moreover, it allows you to restrict access to some contacts making them private so that only authorized people could view and edit them.</p>
</li>
<li>several ways to add new contacts to your customer database,
<p>Add contacts one by one manually entering the available data, or import your contacts all at once from a <b>.csv</b> file, or even add contacts automatically creating a <b>Website Contact Form</b>.</p>
<p>Add contacts one by one by manually entering the available data, import your contacts all at once from a <b>.csv</b> file, or even add contacts automatically creating a <b>Website Contact Form</b>.</p>
</li>
<li>a simple way to arrange your contacts,
<p>Divide your contacts into types and add tags. It helps you create special marketing campaigns, track your contacts and simply facilitate the contact search process. </p>
</li>
<li>a great opportunity to keep track of the potential sales,
<p>Create <b>opportunities</b> and link them with projects to organize the work and make the sale management easier and more effective.</p>
<p>Create <b>opportunities</b> and link them with projects to organize the work and make sales management easier and more effective.</p>
</li>
<li>a possibility to bill your customers in seconds,
<p>Make an <b>invoice</b> for products and services provided and send it to your customers using the contact information stored in your customer database. </p>
<p>Make an <b>invoice</b> for the products and services provided and send it to your customers using the contact information stored in your customer database. </p>
</li>
<li>an effective way to organize a common event for your customers,
<p>Use <b>cases</b> to plan and keep track of a common event: add tasks to manage your team work, store all the realated documentation in one place, track the work history.</p>
<p>Use <b>cases</b> to plan and keep track of a common event: add tasks to manage your team's work, store all the related documentation in one place, and track the work history.</p>
</li>
<li>an easy and convenient way to call your customers right from a web browser,
<p>Use the <b>VoIP</b> functionality to receive incoming calls from your customers and make outgoing calls right from your portal.</p>
@ -97,36 +97,36 @@
<div class="gs_content" id="AddingContacts_block">
<h2>Adding contacts</h2>
<div class="PortalHelp">
<p>There's no doubt that it's very important to keep all information about clients in order, so that it can be quickly accessible and easily updated. The <b>CRM</b> module allows you to create your own customer database, whether your clients are big companies or single individuals.</p>
<p>There's no doubt that it's very important to keep all information about clients in order so that it can be quickly accessible and easily updated. The <b>CRM</b> module allows you to create your own customer database, whether your clients are big companies or single individuals.</p>
<p>To add a new contact to your customer database:</p>
<ol>
<li>Click the <b>Create</b> button in the upper left corner and select one of two options: <b>Person</b> or <b>Company</b>.</li>
<li>Fill in the obligatory fields: <b>First Name</b> and <b>Last Name</b> for persons, <b>Company Name</b> for companies.</li>
<li>Select a <b>Contact Type</b> or leave the type <b>not specified</b>.
<div class="notehelp">
The portal and CRM administrators can change the default contact types according to their company needs. Just click the <b>Contact Types</b> link in the <b>Settings >> Contact settings</b> section. For more details please refer to <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/administration/crm-contact-types.aspx")%>">this article</a>.
The portal and CRM administrators can change the default contact types according to their company's needs. Just click the <b>Contact Types</b> link in the <b>Settings >> Contact settings</b> section. For more details, please refer to <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/administration/crm-contact-types.aspx")%>">this article</a>.
</div>
</li>
<li>Enter any other available information: <b>Email</b>, <b>Phone</b>, <b>Web Site/Social Networks</b>, <b>Address</b>, <b>Description</b>.
<%--<p>To facilitate this process, make use of the <b>Find in CrunchBase</b> option. If the company you create is present in this base, you could view and select the information you need after clicking the <b>Find in CrunchBase</b> link below the <b>Company Name</b> field.</p>--%>
<p>To enter some additional information customize user fields. To do that, first of all save the currently created contact. Otherwise all the entered information will be lost. Then expand the <b>Settings >> Other settings</b> section on the left side panel and click the <b>User Fields</b> link.</p>
<p>For more details please refer to <a href="<%=VirtualPathUtility.ToAbsolute("~/administration/crm-adding-fields.aspx")%>">this article</a>.</p>
<p>To enter some additional information, customize user fields. To do that, first of all, save the currently created contact. Otherwise, all the entered information will be lost. Then expand the <b>Settings >> Other settings</b> section on the left side panel and click the <b>User Fields</b> link.</p>
<p>For more details, please refer to <a href="<%=VirtualPathUtility.ToAbsolute("~/administration/crm-adding-fields.aspx")%>">this article</a>.</p>
<div class="notehelp">
This function is available for portal and CRM administrators only.
</div>
</li>
<li>Select the <b>Currency</b> for this contact from the list of the available ones. The selected currency will be used in the invoices you create for this contact.</li>
<li>Add some existing <b>Tags</b> selecting them from the list or create a new one.</li>
<li>Select the <b>Currency</b> for this contact from the list of available ones. The selected currency will be used in the invoices you create for this contact.</li>
<li>Add some existing <b>Tags</b> selecting them from the list, or create a new one.</li>
<li>Upload a photo.
<p>To add/change a picture click the <b>Change photo</b> link below the image area. The <b>Choose a profile photo</b> window will open. If you wish to upload a picture from PC click the <b>Browse</b> button, locate a desired picture stored on your hard disk drive and double-click it to load.</p>
<div class="notehelp">You can upload an image not larger than <b>200x300 pixels</b>, otherwise resizing will take place. The maximum image size cannot exceed <b>1 MB</b>.</div>
<p>If you previously filled the social network user field in the contact profile the images from the social networks will be displayed in the <b>Choose a profile photo</b> window. Click the one you wish to use for a contact.</p>
<p>To add/change a picture, click the <b>Change photo</b> link below the image area. The <b>Choose a profile photo</b> window will open. If you wish to upload a picture from your PC, click the <b>Browse</b> button, locate the required picture stored on your hard disk drive, and double-click it to load.</p>
<div class="notehelp">You can upload an image no larger than <b>200x300 pixels</b>; otherwise, resizing will take place. The maximum image size cannot exceed <b>1 MB</b>.</div>
<p>If you previously filled out the social network user field in the contact profile, the images from the social networks will be displayed in the <b>Choose a profile photo</b> window. Click the one you wish to use for a contact.</p>
</li>
<li>Assign a contact manager.
<p>By default, the contact you create is assigned to you. If you wish to appoint another manager for this contact, click the <b>Add user</b> link and select the necessary user. The selected user will be notified about a new contact assigned to him/her.</p>
<p>By default, the contact you create is assigned to you. If you wish to appoint another manager for this contact, click the <b>Add user</b> link and select the necessary user. The selected user will be notified about a new contact assigned to them.</p>
</li>
<li>Make the contact available to other users.
<p>By default, the access to the newly created contact is granted to its managers only. Check the <b>Allow access to the company/person for all CRM users</b> box if you wish to grant access to all CRM users i.e. make the contact public. Specify the access type selecting the necessary option from the drop-down list: </p>
<p>By default, the access to the newly created contact is granted to its managers only. Check the <b>Allow access to the company/person for all CRM users</b> box if you wish to grant access to all CRM users, i.e., make the contact public. Specify the access type by selecting the necessary option from the drop-down list: </p>
<ul>
<li><b>for reading</b> - to allow all users to view this contact (this option is selected by default),</li>
<li><b>for reading/writing</b> - to allow all users to view and edit this contact.</li>
@ -142,16 +142,16 @@
</div>
<div class="inner_delimiter"></div>
<p>To add several contacts at once,</p>
<p>Make use of the <b>Import contacts</b> option. This option helps you move all your contacts from a <b>.csv</b> file to <b>CRM</b> module without efforts. To do that, just click the <img alt="More Actions button" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/auxbutton.png")%>" /> button to the right of the <b>Create</b> button, select the <b>Import contacts</b> option and follow the step by step instructions.</p>
<p>For more details please refer to <a href="<%=VirtualPathUtility.ToAbsolute("~/userguides/groups-guides-crm-import-contacts.aspx")%>">this article</a>.</p>
<p>Make use of the <b>Import contacts</b> option. This option helps you move all your contacts from a <b>.csv</b> file to <b>CRM</b> module without effort. To do that, just click the <img alt="More Actions button" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/auxbutton.png")%>" /> button to the right of the <b>Create</b> button, select the <b>Import contacts</b> option, and follow the step-by-step instructions.</p>
<p>For more details, please refer to <a href="<%=VirtualPathUtility.ToAbsolute("~/userguides/groups-guides-crm-import-contacts.aspx")%>">this article</a>.</p>
<div class="inner_delimiter"></div>
<p>To add contacts automatically,</p>
<p>Use the <b>Website Contact Form</b>. This option allows you to build a form that you can publish on your site. Your potential customers will be automatically added to your customer database when they contact you via the online form embedded on your web page. To do that, click the <b>Website Contact Form</b> link from the <b>Settings</b> list on the left side panel and follow the step by step instructions.</p>
<p>Use the <b>Website Contact Form</b>. This option allows you to build a form that you can publish on your site. Your potential customers will be automatically added to your customer database when they contact you via the online form embedded on your web page. To do that, click the <b>Website Contact Form</b> link from the <b>Settings</b> list on the left side panel and follow the step-by-step instructions.</p>
<div class="notehelp">
This function is available for portal and CRM administrators only.
</div>
<p>For more details please refer to <a href="<%=VirtualPathUtility.ToAbsolute("~/administration/crm-contact-form.aspx")%>">this article</a>.</p>
<p>Once your clients are manually created through the <b>Create new company/person</b> form, imported from a <b>.csv</b> file, or automatically added via <b>Website Contact Form</b>, they will be all included in the <b>Contacts</b> list of the <b>CRM</b> module.</p>
<p>For more details, please refer to <a href="<%=VirtualPathUtility.ToAbsolute("~/administration/crm-contact-form.aspx")%>">this article</a>.</p>
<p>Once your clients are manually created through the <b>Create new company/person</b> form, imported from a <b>.csv</b> file, or automatically added via the <b>Website Contact Form</b>, they will all be included in the <b>Contacts</b> list of the <b>CRM</b> module.</p>
<div class="inner_delimiter"></div>
<p>To update the available contact information,</p>
<ol>
@ -170,24 +170,24 @@
<div class="gs_content" id="AssigningTasks_block">
<h2>Assigning tasks</h2>
<div class="PortalHelp">
<p>The <b>Tasks</b> section gives you a full overview of coming duties at a glance. Collaborating with a client you can create tasks for yourself or assign them to other colleagues.</p>
<p>The <b>Tasks</b> section gives you a full overview of coming duties at a glance. When you collaborate with a client, you can create tasks for yourself or assign them to other colleagues.</p>
<p>To set a task:</p>
<ol>
<li>Click the <b>Create</b> button in the upper left corner and select the <b>Task</b> option.</li>
<li>Enter a <b>Title</b> for your task.</li>
<li>Select an appropriate task <b>Category</b> from the drop-down list.
<div class="notehelp">
The portal and CRM administrators can change the default task categories according to their company needs. Just click the <b>Task Categories</b> link in the <b>Settings >> Other settings</b> section. For more details please refer to <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/administration/crm-tasks-categories.aspx")%>">this article</a>.
The portal and CRM administrators can change the default task categories according to their company's needs. Just click the <b>Task Categories</b> link in the <b>Settings >> Other settings</b> section. For more details, please refer to <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/administration/crm-tasks-categories.aspx")%>">this article</a>.
</div>
</li>
<li>Enter a contact you wish to link your task with.</li>
<li>Set a desired <b>Due date</b>: date and time.
<p>To do that, use one of the available options: <b>Today</b>, <b>3 days</b>, <b>Week</b>, or select it from the calendar, or enter it manually in the following format <b><em>dd/mm/yyyy</em></b>. </p>
<p>To do that, use one of the available options: <b>Today</b>, <b>3 days</b>, <b>Week</b>, or select it from the calendar, or enter it manually in the following format: <b><em>dd/mm/yyyy</em></b>. </p>
</li>
<li>Set a task reminder.
<p>By default, you will be informed about your task a day before its due date. If you want to change the reminder time, open the <b>Alert</b> drop-down list and select one of the available options: 5 minutes, 15 minutes, half an hour, an hour, 2 hours, a day. To switch the reminder off select the <b>never</b> option from the drop-down list.</p></li>
<p>By default, you will be informed about your task a day before its due date. If you want to change the reminder time, open the <b>Alert</b> drop-down list and select one of the available options: 5 minutes, 15 minutes, half an hour, an hour, 2 hours, a day. To switch the reminder off, select the <b>never</b> option from the drop-down list.</p></li>
<li>Select the responsible person you wish to assign this task to from the <b>Assigned to</b> list.
<p>By default, the task is assigned to you. To change the responsible person just click the link with your name and select the user you need. Leave the <b>Notify</b> box checked if you wish the responsible person to be notified about the new task assign to him/her.</p>
<p>By default, the task is assigned to you. To change the responsible person, just click the link with your name and select the user you need. Leave the <b>Notify</b> box checked if you wish the responsible person to be notified about the new task assign to them.</p>
</li>
<li>Enter a short <b>Description</b>.</li>
<li>Click the <b>Save</b> button.</li>
@ -199,24 +199,24 @@
</div>
<p>It's also possible to create a task within an opportunity or a case.</p>
<ol>
<li>open an appropriate opportunity/case page clicking its title,</li>
<li>open an appropriate opportunity/case page by clicking its title,</li>
<li>switch to the <b>Tasks</b> tab below its title,</li>
<li>click the <b>Create task</b> link if there is no tasks or use the <b>Create</b> button in the upper left corner and select the <b>Task</b> option,</li>
<li>fill in the <b>Create new task</b> form,</li>
<li>click the <b>Create task</b> link if there are no tasks, or use the <b>Create</b> button in the upper left corner and select the <b>Task</b> option,</li>
<li>fill out the <b>Create new task</b> form,</li>
<li>click the <b>Save</b> button. </li>
</ol>
<p>This task will be automatically linked to the selected opportunity/case.</p>
<div class="inner_delimiter"></div>
<p>To add the same task linked with different contacts make use of the <b>Create New Task</b> group operation,</p>
<p>To add the same task linked to different contacts, make use of the <b>Create New Task</b> group operation,</p>
<ol>
<li>open the <b>Contacts</b> list,</li>
<li>select the contacts you need checking the box to the left,</li>
<li>select the contacts you need by checking the box to the left,</li>
<li>click the <b>Create New Task</b> button at the top of the <b>Contacts</b> list,</li>
<li>fill in the <b>Create new task</b> form,</li>
<li>fill out the <b>Create new task</b> form,</li>
<li>click the <b>Save</b> button. </li>
</ol>
<p>The tasks will be added to the <b>Tasks</b> list.</p>
<p>To learn more about <b>Group Operations</b> available in CRM please refer to <a href="<%=VirtualPathUtility.ToAbsolute("~/userguides/groups-tipstricks-crm-group-operations.aspx")%>">this article</a>.</p>
<p>To learn more about <b>Group Operations</b> available in CRM, please refer to <a href="<%=VirtualPathUtility.ToAbsolute("~/userguides/groups-tipstricks-crm-group-operations.aspx")%>">this article</a>.</p>
<div class="inner_delimiter"></div>
<p>If you need to edit a task,</p>
<ol>
@ -225,7 +225,7 @@
<li>select the <b>Edit task</b> option from the <b>Actions</b> drop-down list,</li>
<li>make all the changes you need and click the <b>Save Changes</b> button.</li>
</ol>
<p>Once the task is completed close it right in the <b>Tasks</b> list changing its status from <b>Open</b> to <b>Closed</b>. To do that, just click the arrow <img alt="Arrow" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/BlueArrow.png")%>" /> to the left of the task title and select the necessary status from the list.</p>
<p>Once the task is completed, close it right in the <b>Tasks</b> list by changing its status from <b>Open</b> to <b>Closed</b>. To do that, just click the arrow <img alt="Arrow" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/BlueArrow.png")%>" /> to the left of the task title and select the necessary status from the list.</p>
<p>To delete a task, choose the corresponding option from the <b>Actions</b> drop-down list.</p>
</div>
</div>
@ -233,30 +233,30 @@
<div class="gs_content" id="ManagingOpportunities_block">
<h2>Managing opportunities</h2>
<div class="PortalHelp">
<p>An <b>opportunity</b> is used to keep track of the potential sales, their estimated due date, budget and success probability and help you manage your sales more easily and effectively.</p>
<p>An <b>opportunity</b> is used to keep track of potential sales, their estimated due date, budget and success probability, and to help you manage your sales more easily and effectively.</p>
<p>To add an opportunity:</p>
<ol>
<li>Click the <b>Create</b> button in the upper left corner and select the <b>Opportunity</b> option.</li>
<li>Enter a <b>Title</b> for your opportunity.</li>
<li>Enter an opportunity <b>Contact</b> - person or company - selecting it from your customer database.</li>
<li>Enter an opportunity <b>Contact</b> (person or company) by selecting it from your customer database.</li>
<li>Add a short <b>Description</b>.</li>
<li>Specify your opportunity <b>Budget</b> currency, amount and type.</li>
<li>Set the <b>Estimated deal due date</b> using the calendar.</li>
<li>Select a <b>Responsible</b> for your opportunity from the drop-down list.</li>
<li>Set an opportunity <b>Stage</b> using the drop-down list. The <b>Success probability</b> in percent will set accordingly.
<li>Set an opportunity <b>Stage</b> using the drop-down list. The <b>Success probability</b> in percent will be set accordingly.
<div class="notehelp">
The portal and CRM administrators can change the default opportunity stages according to their company needs. Just click the <b>Opportunity Stages</b> link in the <b>Settings >> Other settings</b> section. For more details please refer to <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/administration/crm-opportunity-stages.aspx")%>">this article</a>.
The portal and CRM administrators can change the default opportunity stages according to their company's needs. Just click the <b>Opportunity Stages</b> link in the <b>Settings >> Other settings</b> section. For more details, please refer to <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/administration/crm-opportunity-stages.aspx")%>">this article</a>.
</div>
</li>
<li>Enter other requested information, if available.
<p>To enter some additional information customize user fields. To do that, first of all save the currently created opportunity. Otherwise all the entered information will be lost. Then explore the <b>Settings >> Other settings</b> section on the left side panel and click the <b>User Fields</b> link.</p>
<p>For more details please refer to <a href="<%=VirtualPathUtility.ToAbsolute("~/administration/crm-adding-fields.aspx")%>">this article</a>.</p>
<p>To enter some additional information, customize user fields. To do that, first of all, save the currently created opportunity. Otherwise, all the entered information will be lost. Then explore the <b>Settings >> Other settings</b> section on the left side panel and click the <b>User Fields</b> link.</p>
<p>For more details, please refer to <a href="<%=VirtualPathUtility.ToAbsolute("~/administration/crm-adding-fields.aspx")%>">this article</a>.</p>
<div class="notehelp">
This function is available for portal and CRM administrators only.
</div>
</li>
<li>Restrict access to your opportunity checking the corresponding box.
<p>By default, the access to the newly created opportunity is granted to all portal users. Check the <b>Restrict access to the opportunity</b> box and select the users you wish to grant the access to clicking the <b>Add users</b> link. The selected users will be notified about new opportunity added and will be able to view and edit it.</p>
<li>Restrict access to your opportunity by checking the corresponding box.
<p>By default, the access to the newly created opportunity is granted to all portal users. Check the <b>Restrict access to the opportunity</b> box and select the users you wish to grant the access to by clicking the <b>Add users</b> link. The selected users will be notified about the new opportunity added and will be able to view and edit it.</p>
</li>
<li>Click the <b>Save</b> button or use the <b>Save and Create New Opportunity</b> button to start creating a new opportunity right after saving the current one.</li>
</ol>
@ -265,19 +265,19 @@
<img alt="Add opportunity" id="img2_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/crm/big/opportunity.png")%>" />
<div target="img2_eventcom_guides" class="screenphoto magnifier"></div>
</div>
<p>The created opportunity will be added to the <b>Opportunities</b> list. You can access it either from the <b>Opportunities</b> list clicking the corresponding link on the left side panel or clicking the client name in the <b>Contacts</b> list and switching to the <b>Opportunities</b> tab inside.</p>
<p>The created opportunity will be added to the <b>Opportunities</b> list. You can access it either from the <b>Opportunities</b> list by clicking the corresponding link on the left-side panel, or by clicking the client name in the <b>Contacts</b> list and switching to the <b>Opportunities</b> tab inside.</p>
<div class="inner_delimiter"></div>
<p>To organize the work on your opportunity more efficiently you can create a project. To do that,</p>
<p>To organize the work on your opportunity more efficiently, you can create a project. To do that,</p>
<ol>
<li>select the opportunity you need in the <b>Opportunities</b> list,</li>
<li>click the <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right of the opportunity title,</li>
<li>select the <b>Create project</b> option from the drop-down list,</li>
<li>fill in the form and click the <b>Save</b> button.</li>
<li>fill out the form and click the <b>Save</b> button.</li>
</ol>
<div class="inner_delimiter"></div>
<p>Each time your customer relations take a step forward, the opportunity related to this client goes to a new stage. To change the opportunity stage,</p>
<ol>
<li>open the opportunity overview page clicking its title,</li>
<li>open the opportunity overview page by clicking its title,</li>
<li>select one of the available stages from the corresponding drop-down list.</li>
</ol>
<div class="inner_delimiter"></div>
@ -300,30 +300,30 @@
<ol>
<li>Click the <b>Create</b> button in the upper left corner and select the <b>Invoice</b> option.</li>
<li>Check your <b>Invoice number</b>.
<p>By default, the invoice number is generated automatically using the <b>INV</b> prefix and the number in the <b>#######</b> format starting from <b>0000001</b>. But you can easily change it while creating an invoice. To do that, just click the <b>Change format</b> link next to the <b>Invoice number</b> field. Enter a necessary <b>Prefix</b> and the <b>Start number</b>. </p>
<p>By default, the invoice number is generated automatically using the <b>INV</b> prefix and the number in the <b>#######</b> format, starting from <b>0000001</b>. But you can easily change it while creating an invoice. To do that, just click the <b>Change format</b> link next to the <b>Invoice number</b> field. Enter the necessary <b>Prefix</b> and the <b>Start number</b>. </p>
<p>If you don't want the invoice number to be generated automatically, uncheck the <b>automatically generated</b> case. After that you will be able to enter any number you need manually.</p>
<div class="notehelp">
This option is available for portal and CRM administrators only.
</div>
</li>
<li>Set the <b>Invoice date</b> selecting it from the calendar, or entering it manually in the following format <b><em>dd/mm/yyyy</em></b>.
<p>The <b>Invoice date</b> is the date the invoice is issued.</p>
<li>Set the <b>Invoice date</b> selecting it from the calendar, or entering it manually in the following format: <b><em>dd/mm/yyyy</em></b>.
<p>The <b>Invoice date</b> is the date the invoice was issued.</p>
</li>
<li>Select a <b>Client</b> you wish to create the invoice for using the search field.
<p>The system will use the billing address information stored on your customer database. If necessary, you can change it using the <b>Edit billing address</b> link which appears below the client name once it is selected.</p>
<p>The system will use the billing address information stored in your customer database. If necessary, you can change it using the <b>Edit billing address</b> link that appears below the client name once it is selected.</p>
</li>
<li>Select a <b>Consignee</b> using the search field.
<p>If the <b>Consignee</b> coincides with the <b>Client</b>, just check the <b>coincides with the client</b> box and add the delivery address using the corresponding link which appears next to the <b>Edit billing address</b> link.</p>
<p>If the <b>Consignee</b> coincides with the <b>Client</b>, just check the <b>coincides with the client</b> box and add the delivery address using the corresponding link that appears next to the <b>Edit billing address</b> link.</p>
</li>
<li>Link the invoice with one of the available opportunities.</li>
<li>Set a <b>Due date</b> using one of the available options to the right: <b>Due on receipt</b>, <b>15 days</b>, <b>30 days</b> or <b>45 days</b>, or selecting it from the calendar, or entering it manually in the following format <b><em>dd/mm/yyyy</em></b>.
<li>Set a <b>Due date</b> using one of the available options to the right: <b>Due on receipt</b>, <b>15 days</b>, <b>30 days</b> or <b>45 days</b>, or select it from the calendar, or enter it manually in the following format: <b><em>dd/mm/yyyy</em></b>.
<p>The <b>Due date</b> is the date by which the invoice needs to be paid.</p>
</li>
<li>Select the <b>Invoice language</b> from the list of the available ones.</li>
<li>Select the <b>Currency</b> for your invoice. By default, the currency specified in the profile of the client is used. If the currency is not set in the client's profile, the default currency specified in the CRM settings is used. If necessary, you can select any other currency from the list of the available ones.
<li>Select the <b>Invoice language</b> from the list of available ones.</li>
<li>Select the <b>Currency</b> for your invoice. By default, the currency specified in the profile of the client is used. If the currency is not set in the client's profile, the default currency specified in the CRM settings is used. If necessary, you can select any other currency from the list of available ones.
<p>If you select a currency that differs from the default currency specified in the CRM settings, the <b>Exchange rate</b> field is also displayed. Set the appropriate conversion rate and click the <b>Save</b> button.</p>
<div class="notehelp">
The portal and CRM administrators can change the default currency and set conversion rates for the currencies from the list in the <b>Settings >> Currency settings</b> section. For more details please refer to <a target="_blank" href="<%=VirtualPathUtility.ToAbsolute("~/administration/crm-default-currency.aspx")%>">this article</a>.
The portal and CRM administrators can change the default currency and set conversion rates for the currencies from the list in the <b>Settings >> Currency settings</b> section. For more details, please refer to <a target="_blank" href="<%=VirtualPathUtility.ToAbsolute("~/administration/crm-default-currency.aspx")%>">this article</a>.
</div>
</li>
<li>Enter a <b>PO Number</b>, if available.</li>
@ -334,10 +334,10 @@
<p>These notes will be displayed on your invoice and added to the message body if you send the invoice per ONLYOFFICE <a class="see_also" href="groups-gettingstarted-mail.aspx">Mail</a>.</p>
</li>
<li>Fill in the <b>Products & Services</b> section.
<p>List the services/products you provided for your client. You can select them from the list, if available, or create right there opening the <b>Select item</b> list and clicking the <b>Create new item</b> link.</p>
<p>List the services/products you provided for your client. You can select them from the list, if available, or create right there by opening the <b>Select item</b> list and clicking the <b>Create new item</b> link.</p>
<p>Enter the item <b>Quantity</b> and <b>Discount</b>, if applicable.</p>
<p>Add the sale <b>Tax</b> or leave this field empty. You can select the tax to apply from the list, if already available, or create a new one right there opening the <b>Tax</b> list and clicking the <b>Create new tax</b> link.</p>
<p>In the same way you can add as many services/products as you need.</p>
<p>Add the sales <b>Tax</b> or leave this field empty. You can select the tax to apply from the list, if already available, or create a new one right there opening the <b>Tax</b> list and clicking the <b>Create new tax</b> link.</p>
<p>In the same way, you can add as many services/products as you need.</p>
</li>
<li>Check the <b>Subtotal</b> and <b>Total</b> calculated automatically based on the information provided above.</li>
<li>Click the <b>Add This Invoice</b> button or use the <b>Add and Create New Invoice</b> button to start creating a new invoice right after saving the current one.
@ -348,15 +348,15 @@
<img alt="Make invoice" id="img4_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/crm/big/invoice.png")%>" />
<div target="img4_eventcom_guides" class="screenphoto magnifier"></div>
</div>
<p>To specify your company information for the invoice, expand the <b>Settings</b> list at the left side panel, select the <b>Invoice settings</b> section and click the <b>Organization profile</b> link.</p>
<p>To specify your company information for the invoice, expand the <b>Settings</b> list on the left-side panel, select the <b>Invoice settings</b> section, and click the <b>Organization profile</b> link.</p>
<div class="notehelp">
This option is available for portal and CRM administrators only.
</div>
<p>Here you can:</p>
<ol>
<li>enter your company name,</li>
<li>add your company logo clicking the <b>Change Logo</b> button below the default image,</li>
<li>set your organization billing address filling in the <b>Address</b> section fields.</li>
<li>add your company logo by clicking the <b>Change Logo</b> button below the default image,</li>
<li>set your organization billing address by filling in the <b>Address</b> section fields.</li>
</ol>
<p>All this information will be placed and displayed on your invoices.</p>
<div class="screen_block">
@ -380,7 +380,7 @@
<li>select the <b>Edit invoice</b> option from the <b>Actions</b> drop-down list,</li>
<li>make all the changes you need and click the <b>Save Changes</b> button.</li>
</ol>
<p>Using the <b>Actions</b> drop-down menu you can also download, print, send, duplicate or delete the selected invoice.</p>
<p>Using the <b>Actions</b> drop-down menu, you can also download, print, send, duplicate or delete the selected invoice.</p>
</div>
</div>
@ -388,7 +388,7 @@
<div class="gs_content" id="OrganizingCases_block">
<h2>Organizing cases</h2>
<div class="PortalHelp">
<p>The <b>Cases</b> section is aimed to simplify event organization, seminar and meeting arrangement etc. with a group of customers.</p>
<p>The <b>Cases</b> section is designed to simplify event organization, seminar and meeting arrangements, etc., with a group of customers.</p>
<p>To plan an event:</p>
<ol>
<li>Click the <b>Create</b> button in the upper left corner and select the <b>Case</b> option.</li>
@ -396,20 +396,20 @@
<li>Select your case <b>Participant</b> from the customer database.
<p>You can add as many participants as you wish using the search field. To delete a participant added by mistake, use the <img alt="Unlink contact Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/UnlinkContactIcon.png")%>" /> icon.</p>
</li>
<li>Add tags, if necessary, clicking the <b>Add tag</b> link and selecting one of the available tags or creating a new one.</li>
<li>Add tags, if necessary, by clicking the <b>Add tag</b> link and selecting one of the available tags or creating a new one.</li>
<li>Enter other requested information, if available.
<p>To enter some additional information customize user fields. To do that, first of all save the currently created case. Otherwise all the entered information will be lost. Then explore the <b>Settings >> Other settings</b> section on the left side panel and click the <b>User Fields</b> link.</p>
<p>For more details please refer to <a href="<%=VirtualPathUtility.ToAbsolute("~/administration/crm-adding-fields.aspx")%>">this article</a>.</p>
<p>To enter some additional information, customize user fields. To do that, first of all, save the currently created case. Otherwise, all the entered information will be lost. Then explore the <b>Settings >> Other settings</b> section on the left side panel and click the <b>User Fields</b> link.</p>
<p>For more details, please refer to <a href="<%=VirtualPathUtility.ToAbsolute("~/administration/crm-adding-fields.aspx")%>">this article</a>.</p>
<div class="notehelp">
This function is available for portal and CRM administrators only.
</div>
</li>
<li>Restrict access to your case checking the corresponding box.
<p>By default, the access to the newly created case is granted to all portal users. Check the <b>Restrict access to the case</b> box and select the users you wish to grant the access to clicking the <b>Add users</b> link. The selected users will be notified about new case created and will be able to view and edit it.</p>
<li>Restrict access to your case by checking the corresponding box.
<p>By default, the access to the newly created case is granted to all portal users. Check the <b>Restrict access to the case</b> box and select the users you wish to grant the access to by clicking the <b>Add users</b> link. The selected users will be notified when a new case is created and will be able to view and edit it.</p>
</li>
<li>Click the <b>Save</b> button or use the <b>Save and Create New Case</b> button to start creating a new case right after saving the current one.</li>
</ol>
<p>Once a case is created, you can schedule events, <a class="see_also" href="#AssigningTasks_block">assign tasks</a>, manage participants, store the related documentation.</p>
<p>Once a case is created, you can schedule events, <a class="see_also" href="#AssigningTasks_block">assign tasks</a>, manage participants, and store the related documentation.</p>
<p>For more information, please refer to <a href="<%=VirtualPathUtility.ToAbsolute("~/userguides/groups-guides-crm-create-case.aspx")%>">this article</a>.</p>
<div class="screen_block">
<img alt="Add case" target="img3_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/crm/small/case.png")%>" />
@ -424,7 +424,7 @@
<li>select the <b>Edit case</b> option from the drop-down list,</li>
<li>make all the changes you need and click the <b>Save Changes</b> button.</li>
</ol>
<p>After your case took place you can close it in the system. To do that, just check the box to the left of the case title.</p>
<p>After your case took place, you can close it in the system. To do that, just check the box to the left of the case title.</p>
<p>To delete a case, choose the corresponding option from the <b>Actions</b> drop-down list.</p>
</div>
</div>
@ -433,18 +433,18 @@
<h2>Using VoIP</h2>
<div class="PortalHelp">
<p>The <b>VoIP</b> feature allows you to receive incoming calls from your customers and make outgoing calls right from a web browser.</p>
<p>To use the IP telephony functionality, you need to sign up for a Twilio account and connect it to your portal specifying API credentials: <b>Account SID</b> and <b>Auth token</b>. They can be found at the <a target="_blank" class="links" href="https://www.twilio.com/console">Twilio Console</a> page in the 'Account Summary' section. </p>
<p>To use the IP telephony functionality, you need to sign up for a Twilio account and connect it to your portal specifying API credentials: <b>Account SID</b> and <b>Auth token</b>. They can be found on the <a target="_blank" class="links" href="https://www.twilio.com/console">Twilio Console</a> page in the 'Account Summary' section. </p>
<div class="notehelp">
The ability to connect a Twilio account is available for portal administrators only.
</div>
<p>Click the <img alt="Settings Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/SettingsIcon.png")%>" /> icon at the top of the page to go to your portal settings and open the <b>Integration -> Third-Party Authorization</b> section. Click the switcher next to the <b>Twilio</b> service, specify API credentials in the appropriate fields and click the <b>Enable</b> button.</p>
<p>Click the <img alt="Settings Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/SettingsIcon.png")%>" /> icon at the top of the page to go to your portal settings and open the <b>Integration -> Third-Party Authorization</b> section. Click the switcher next to the <b>Twilio</b> service, specify API credentials in the appropriate fields, and click the <b>Enable</b> button.</p>
<p>Once you connect your Twilio account to the portal, you will be able to add and manage virtual numbers.</p>
<div class="inner_delimiter"></div>
<p>To add a virtual number,</p>
<ol>
<li>In the CRM module, go to the <b>Settings</b> section on the left-side panel and click the <b>VoIP Settings</b> option.</li>
<li>Click the <b>Buy phone number</b> link.</li>
<li>In the <b>Number purchase</b> window, select the necessary number from the list of the available ones and press the <b>Buy phone number</b> button.
<li>In the <b>Number purchase</b> window, select the necessary number from the list of available ones and press the <b>Buy phone number</b> button.
<p>If you already have some phone numbers purchased earlier in your Twilio account, you can use the <b>Link purchased number</b> option. In a new window, select one of the available Twilio virtual numbers and click the <b>Link purchased number</b> button.</p>
</li>
</ol>
@ -457,8 +457,8 @@
<ol>
<li>In the <b>Virtual numbers and operators</b> list, select the number you want to set up.</li>
<li>Click the <b>Outgoing calls</b> switcher to enable the possibility to not only receive incoming calls but also make outgoing calls using this number.</li>
<li>Click the <b>Call recording</b> switcher to enable the possibility to record all incoming and outgoing calls for this number so that you will be able to listen to the necessary call recording later.</li>
<li>Click the <img alt="Arrow Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/arrow.png")%>" /> arrow to the left of the necessary number to <b>Add operators</b> who should be able to use this virtual number. Check the necessary portal users in the list and click the <b>Save</b> button. Once operators are added, the VoIP <img alt="VoIP Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/voipicon.png")%>" /> icon will be available for them on the top of the page.
<li>Click the <b>Call recording</b> switcher to enable the possibility of recording all incoming and outgoing calls for this number so that you will be able to listen to the necessary call recording later.</li>
<li>Click the <img alt="Arrow Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/arrow.png")%>" /> arrow to the left of the necessary number to <b>Add operators</b> who should be able to use this virtual number. Check the necessary portal users in the list and click the <b>Save</b> button. Once operators are added, the VoIP <img alt="VoIP Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/voipicon.png")%>" /> icon will be available for them at the top of the page.
<p>You can also set up <b>Outgoing calls</b> and <b>Call recording</b> for each of the added operators separately using the switchers next to the operator's name. To remove an added operator from the virtual number operator list, click the <b>Actions</b> <img alt="Actions Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/ActionsIcon.png")%>" /> icon to the right of the operator's name and select the <b>Delete</b> option.</p>
</li>
</ol>
@ -472,7 +472,7 @@
<div class="inner_delimiter"></div>
<p>To start accepting and making calls,</p>
<ol>
<li>Click the VoIP <img alt="VoIP Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/voipicon.png")%>" /> icon on the top of the page. The VoIP client opens in a new window.</li>
<li>Click the VoIP <img alt="VoIP Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/voipicon.png")%>" /> icon at the top of the page. The VoIP client opens in a new window.</li>
<li>Choose the <b>Online</b> status next to your name.</li>
</ol>
<div class="screen_block">
@ -485,7 +485,7 @@
<p>If a person whose phone number is stored in your CRM customer base calls you, the contact name is displayed in this window. You can click it to open the customer profile in a new browser tab and easily find all the necessary information about the client that can be useful during the phone conversation.</p>
<p>To end the call, click the <b>Disconnect</b> button.</p>
<p>The <img alt="Missed Calls button" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/missedcallbutton.png")%>" /> button in the VoIP window allows to view the list of missed calls during the current session. If you want to call back to the person who called you, move the mouse cursor over the missed call <img alt="Missed Call icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/missedcallicon.png")%>" /> icon in the list so that it turns into the <img alt="Call Back button" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/callback.png")%>" /> icon and click it.</p>
<p>The operators who have been granted sufficient permissions can make outgoing calls. To make a call,</p>
<p>Operators who have been granted sufficient permissions can make outgoing calls. To make a call,</p>
<ol>
<li>Click the <img alt="Dial pad Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/keypad.png")%>" /> button to open the dial pad.
<div class="screen_block">
@ -496,18 +496,18 @@
</li>
<li>Click the <img alt="Select contact Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/selectcontact.png")%>" /> icon to open the list of all existing CRM contacts. To facilitate searching for a contact, you can enter the contact name, entirely or partially, in the search field above the contact list. Select the necessary CRM contact from the list.
<div class="notehelp">
Alternatively, you can right-click the necessary contact in the complete list of Companies/Persons on the <b>Contacts</b> tab and choose the <b>Make a VoIP call</b> option in the context menu. Currently, you cannot call a contact from his/her profile page.
Alternatively, you can right-click the necessary contact in the complete list of Companies/Persons on the <b>Contacts</b> tab and choose the <b>Make a VoIP call</b> option in the context menu. Currently, you cannot call a contact from their profile page.
</div>
<p>The selected contact phone number will be displayed in the corresponding field.</p>
<p><img alt="Phone number" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/phonenumber.png")%>" /></p>
<p>If the contact profile contains several phone numbers (mobile, work, home), click the <img alt="Arrow" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/choosenumber.png")%>" /> arrow in the right part of the phone number field to choose the necessary number. To remove the number, click the <img alt="Remove number" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/removenumber.png")%>" /> icon.</p>
<p>To call to the number that is not stored in your customer base, select the country code from the <img alt="Country Code" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/countrycode.png")%>" /> list and enter the phone number using the keypad or your PC keyboard.</p>
<p>To call the number that is not stored in your customer base, select the country code from the <img alt="Country Code" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/countrycode.png")%>" /> list and enter the phone number using the keypad or your PC keyboard.</p>
</li>
<li>Click the <b>Call</b> button.</li>
</ol>
<p>If you call a contact stored in the CRM module, the link to the contact profile is displayed in this window, so that you can open the profile in a new browser tab.</p>
<p>If you make a call to a new number that is not stored in the CRM contacts or if you receive a call from such a number, this number will be automatically saved to your CRM contacts as a new contact. A new <b>Outgoing</b> or <b>Incoming call</b> event is also automatically added to the history for this contact.</p>
<p>All the incoming, outgoing and missed calls are displayed in the <b>Calls</b> section. Click the <b>Calls</b> link on the left-side panel to open the call list. It provides the following information about calls: date and time, agent (operator name), client (customer name stored in the CRM base), call duration and cost. If a call has been recorded, click the <img alt="Playback Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/playback.png")%>" /> icon to playback the recording. </p>
<p>If you call a contact stored in the CRM module, the link to the contact profile is displayed in this window, so you can open the profile in a new browser tab.</p>
<p>If you make a call to a new number that is not stored in the CRM contacts or if you receive a call from such a number, this number will be automatically saved to your CRM contacts as a new contact. A new <b>Outgoing</b> or <b>Incoming call</b> event is also automatically added to the history of this contact.</p>
<p>All the incoming, outgoing and missed calls are displayed in the <b>Calls</b> section. Click the <b>Calls</b> link on the left-side panel to open the call list. It provides the following information about calls: date and time, agent (operator name), client (customer name stored in the CRM base), call duration and cost. If a call has been recorded, click the <img alt="Playback Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/playback.png")%>" /> icon to play back the recording. </p>
<p>For more details on viewing the call list and adding information about calls to your customer database, please refer to <a href="<%=VirtualPathUtility.ToAbsolute("~/userguides/groups-guides-crm-use-voip.aspx")%>">this article</a>.</p>
</div>
</div>
@ -515,21 +515,21 @@
<div class="gs_content" id="GeneratingReports_block">
<h2>Generating reports</h2>
<div class="PortalHelp">
<p>To keep up with what everyone is doing you need to constantly monitor the sales progress. You can view reports on successfully closed opportunities, evaluate sales forecast, build sales funnel, receive detailed statistics on contacts, tasks, opportunities, invoices and VoIP calls by managers, as well as get summary reports for a specified period.</p>
<p>To keep up with what everyone is doing, you need to constantly monitor the sales progress. You can view reports on successfully closed opportunities, evaluate sales forecast, build sales funnel, receive detailed statistics on contacts, tasks, opportunities, invoices and VoIP calls by managers, as well as get summary reports for a specified period.</p>
<p>Make use of the online office <b>Reports</b> system that allows you to easily analyze your data and visualize the information using charts and tables.</p>
<p>To generate a report:</p>
<ol>
<li>open the <b>Reports</b> list clicking the corresponding link on the left-side panel,</li>
<li>open the <b>Reports</b> list by clicking the corresponding link on the left-side panel,</li>
<li>select the type of the report you wish to generate from the <b>Reports</b> list,</li>
<li>configure the available report parameters:
<ul>
<li>select the necessary <b>Time period</b> from the list,</li>
<li>select <b>Managers</b> whose productivity you wish to assess. Click the <b>Add user</b> link and check the necessary users in the list. Use the filter field at the top to facilitate the search. You can also check the necessary group or the <b>Select All</b> option to add the users from the selected group or all the portal users respectively. Сlick the <b>Save</b> button. If you want to delete a user added by mistake, place the mouse cursor over the needed user and click the <img alt="Delete user icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/deleteuser_crmreport.png")%>" /> icon.</li>
<li>select <b>Managers</b> whose productivity you wish to assess. Click the <b>Add user</b> link and check the necessary users in the list. Use the filter field at the top to facilitate the search. You can also check the necessary group or the <b>Select All</b> option to add the users from the selected group or all the portal users, respectively. Click the <b>Save</b> button. If you want to delete a user added by mistake, place the mouse cursor over the needed user and click the <img alt="Delete user icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/deleteuser_crmreport.png")%>" /> icon.</li>
</ul>
</li>
<li>click the <b>Generate Report</b> button.
<div class="notehelp">
If you use different currencies for your opportunities and invoices and the exchange rates are not yet specified in the CRM settings, a new window opens where you will be prompted to set up the used currency exchange rates. For more details on how to set an exchange rate please refer to <a target="_blank" href="<%=VirtualPathUtility.ToAbsolute("~/administration/crm-default-currency.aspx")%>">this article</a>.
If you use different currencies for your opportunities and invoices and the exchange rates are not yet specified in the CRM settings, a new window opens where you will be prompted to set up the used currency exchange rates. For more details on how to set an exchange rate, please refer to <a target="_blank" href="<%=VirtualPathUtility.ToAbsolute("~/administration/crm-default-currency.aspx")%>">this article</a>.
</div>
</li>
</ol>
@ -538,7 +538,7 @@
<img alt="CRM Reports" id="img7_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/crm/big/Report.png")%>" />
<div target="img7_eventcom_guides" class="screenphoto magnifier"></div>
</div>
<p>Once the report is generated, click the <b>Open</b> link at the bottom right corner to view the report. The file will open in the <a class="links" target="_blank" href="<%=VirtualPathUtility.ToAbsolute("~/ONLYOFFICE-Editors/ONLYOFFICE-Spreadsheet-Editor/index.aspx")%>">Spreadsheet Editor</a> and you will be able to edit it, print or download if necessary. </p>
<p>Once the report is generated, click the <b>Open</b> link in the bottom right corner to view the report. The file will open in the <a class="links" target="_blank" href="<%=VirtualPathUtility.ToAbsolute("~/ONLYOFFICE-Editors/ONLYOFFICE-Spreadsheet-Editor/index.aspx")%>">Spreadsheet Editor</a> and you will be able to edit it, print or download if necessary. </p>
<ul>
<li>To print the report, click the <img alt="Print icon" src="<%=VirtualPathUtility.ToAbsolute("~/OfficeWeb/apps/spreadsheeteditor/main/resources/help/images/src/icons/print.png")%>" /> <b>Print</b> icon at the top toolbar.</li>
<li>To download the report, switch to the <b>File</b> tab at the top toolbar, select the <b>Download as...</b> option at the left sidebar and choose the necessary file format.</li>
@ -548,7 +548,7 @@
<img alt="CRM Reports" id="img8_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/crm/big/EditReport.png")%>" />
<div target="img8_eventcom_guides" class="screenphoto magnifier"></div>
</div>
<p>All the generated reports can be found in the <b>Generated reports</b> list (they are only accessible to the user who generated them). To manage your reports, move the mouse cursor over the necessary report in the list and use the icons next to the file:</p>
<p>The reports from the CRM module are saved in <b>CRM</b> -> <b>Reports</b> -> <b>Generated reports</b> (they are only accessible to the user who generated them). To manage your reports, move the mouse cursor over the necessary report in the list and use the icons next to the file:</p>
<ul>
<li><img alt="Edit report icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/editreporticon.png")%>" /> - to open the report using the <a class="links" target="_blank" href="<%=VirtualPathUtility.ToAbsolute("~/ONLYOFFICE-Editors/ONLYOFFICE-Spreadsheet-Editor/index.aspx")%>">Spreadsheet Editor</a>.</li>
<li><img alt="Download report icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/downloadreporticon.png")%>" /> - to download the report as the <em>.xlsx</em> file.</li>
@ -561,13 +561,13 @@
<h2>Changing CRM module settings</h2>
<div class="PortalHelp">
<p>By default, all portal users can access the <b>CRM</b> module. There are 2 different access levels inside it: <b>user</b> and <b>CRM administrator</b>.</p>
<p>Being a <b>user</b> you may perform the following operations:</p>
<p>Being a <b>user</b>, you may perform the following operations:</p>
<ul class="list_getstart">
<li>view all content (except private one);</li>
<li>create contact, task, case, opportunity with a possibility to restrict access to them;</li>
<li>edit contact, task, case, opportunity having the corresponding access rights;</li>
</ul>
<p>Being a <b>CRM administrator</b> you may perform the following operations:</p>
<p>Being a <b>CRM administrator</b>, you may perform the following operations:</p>
<ul class="list_getstart">
<li>read and moderate all content;</li>
<li>organize mass mailing;
@ -594,7 +594,7 @@
</li>
</ul>
<p>But being a <b>portal owner/full access administrator</b> you can restrict access to the <b>CRM</b> for some users or even disable this module, if you don't need it at all. To do that,</p>
<p>But being a <b>portal owner/full access administrator</b>, you can restrict access to the <b>CRM</b> for some users or even disable this module, if you don't need it at all. To do that,</p>
<ol>
<li>click the <b>Settings</b> link at the left-side panel,</li>
<li>select the <b>Portal Access Rights</b> subsection,</li>

View File

@ -152,6 +152,7 @@
</li>
<li>After the request is processed, your custom domain name will be displayed in the <b>DNS settings</b> section.</li>
</ol>
<div class="notehelp nh_important"><span class="important_notice_label">Important</span>In the server version, you need to configure the domain so that notification services like whatsnew provide the correct links.</div>
<div class="inner_delimiter"></div>
<h5 id="DocSpacerenaming">DocSpace renaming</h5>
@ -345,7 +346,7 @@
<p>To enable it, just check the corresponding radio button and click the <b>Save</b> button at the bottom of the section to apply the changes you made.</p>
<div class="inner_delimiter"></div>
<h5 id="sessionlifetime">Session Lifetime</h5>
<p>This section allows you to set a time limit (in munutes) during which the DocSpace users will need to enter their DocSpace credentials again in order to access the DocSpace.</p>
<p>This section allows you to set a time limit (in minutes) during which the DocSpace users will need to enter their DocSpace credentials again in order to access the DocSpace.</p>
<p>To set a session lifetime, check the <b>Enable</b> radio button, enter the necessary time value measured in minutes in the <b>Lifetime</b> field that appears and click the <b>Save</b> button at the bottom of the section to apply the changes you made. After that, all the users will be logged out from the DocSpace.</p>
<div class="notehelp">When this setting is enabled, the <b>Remember me</b> checkbox will be hidden on the login page.</div>
</div>
@ -695,8 +696,8 @@
<h5 id="statistics">Statistics</h5>
<p>In the SaaS version, this is a <b>Paid</b> feature (available for the paid <b>Business</b> plan only). In the server version, this feature is available for the Enterprise server version. Here you can view the following detailed data:</p>
<ul>
<li>Top 5 rooms by storage usage: used space / quota per room, if spesified</li>
<li>Top 5 users by storage usage: used space / quota per user, if spesified</li>
<li>Top 5 rooms by storage usage: used space / quota per room, if specified</li>
<li>Top 5 users by storage usage: used space / quota per user, if specified</li>
</ul>
@ -714,7 +715,7 @@
<p>To embed the DocSpace room or folder to your website,</p>
<ol>
<li>On the <b>JavaScript SDK</b> page, go to the <b>Enter the address of DocSpace to embed</b> section, paste the link to your website and press the + icon.
<div class="notehelp">If you are using the server vesion, it's necessary to <b>switch your DocSpace to HTTPS</b> first. You can follow our <a href="<%=VirtualPathUtility.ToAbsolute("~/installation/docspace-index.aspx")%>">inctructions</a>.
<div class="notehelp">If you are using the server version, it's necessary to <b>switch your DocSpace to HTTPS</b> first. You can follow our <a href="<%=VirtualPathUtility.ToAbsolute("~/installation/docspace-index.aspx")%>">instructions</a>.
<p>It's also necessary to specify the <b>Custom domain name</b> in the <b>DNS Settings</b>. For correct work, the domain name from the URL is specified.</p>
</div>
</li>
@ -730,7 +731,7 @@
</ul>
</li>
<li>Click the <b>Start setting up</b> button.</li>
<li>Customize the available display options which differ depending on the selecte mode. For example, the following options are available for the <b>Custom</b> mode: Width, Height, Frame id, Interface elements (Left menu, Title, Setting up Columns, Action button, Search, Filter and Sort, Navigate and Header (only for mobile devices)), Data display settings (select the section, room or folder you want to display), and Advanced display settings, such as Search term, Sort by parameter, Sort order, the number of files / folders displayed on one page, Display page, Displaying columns in a file row.</li>
<li>Customize the available display options which differ depending on the selected mode. For example, the following options are available for the <b>Custom</b> mode: Width, Height, Frame id, Interface elements (Left menu, Title, Setting up Columns, Action button, Search, Filter and Sort, Navigate and Header (only for mobile devices)), Data display settings (select the section, room or folder you want to display), and Advanced display settings, such as Search term, Sort by parameter, Sort order, the number of files / folders displayed on one page, Display page, Displaying columns in a file row.</li>
<li>Preview the result in the <b>Preview</b> section.</li>
<li>Switch to the <b>Code to insert</b> tab and copy the generated HTML or JavaScript code.</li>
<li>Embed the copied code into your website.</li>

View File

@ -68,7 +68,7 @@
<p><b>Notifications tab</b></p>
<ul>
<li>Enable or disable switchers for different notification types. Notifications allow you to get badges about new actions with files in rooms (badges are displayed in the left-side menu) as well as email messages about rooms activity (hourly notifications), news and events (dayly notifications), tips and tricks.
<li>Enable or disable switchers for different notification types. Notifications allow you to get badges about new actions with files in rooms (badges are displayed in the left-side menu) as well as email messages about rooms activity (hourly notifications), news and events (daily notifications), tips and tricks.
<div class="screen_block">
<img alt="Editing profiles" target="img1_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/DocSpace/Small/Notifications.png")%>" />
<img alt="Editing profiles" id="img1_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/DocSpace/Big/Notifications.png")%>" />

View File

@ -59,6 +59,7 @@
<div target="img1_eventcom_guides" class="screenphoto magnifier"></div>
</div>
<p>In the <img alt="Options icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/dsoptionsicon.png")%>" /> menu located next to the user name in the lower left corner, users can view their profiles and helpful information, such as Hotkeys or Help center articles. Admins can also access the DocSpace <b>Settings</b> using this menu.</p>
<p><b>ONLYOFFICE DocSpace</b> uses the MySQL database.</p>
</div>
</div>

View File

@ -74,6 +74,7 @@
<div class="notehelp">
It's also possible to access project documents within the 'Projects' module clicking the 'Documents' link at the left-side panel.
</div>
<p>Documents are stored in the PostgreSQL database.</p>
</div>
</div>

View File

@ -3,82 +3,101 @@
<%@ Register TagPrefix="cc" TagName="LinuxVersionTag" Src="~/Controls/Help/Tags/linux-version/linux-version.ascx" %>
<script runat="server">
protected override void Init()
{
PageTitle = PageCaption = "Integration. Getting Started. Odoo";
MetaKeyWords = "integration, connector, online editing, odoo, edit, share, store, api";
MetaDescription = "Integrate ONLYOFFICE with Odoo business management tool";
var guides = new GuidesModel();
guides.CaptionRelatedTips = "Related Tips & Tricks";
guides.Title = "Import Files from Other Sources";
guides.RelatedTips = "Do you have some documents stored in other web-sources like Zoho, Google Drive or Box? You can easily import them to the Documents module.";
guides.LearnMore = "Learn more...";
(Page as BasePage).Guides = guides;
}
protected override void Init() {
PageTitle = PageCaption = "Integration. Getting Started. Odoo";
MetaKeyWords = "integration, connector, online editing, odoo, edit, share, store, api";
MetaDescription = "Integrate ONLYOFFICE with Odoo business management tool";
var guides = new GuidesModel();
guides.CaptionRelatedTips = "Related Tips & Tricks";
guides.Title = "Import Files from Other Sources";
guides.RelatedTips = "Do you have some documents stored in other web-sources like Zoho, Google Drive or Box? You can easily import them to the Documents module.";
guides.LearnMore = "Learn more...";
(Page as BasePage).Guides = guides;
}
</script>
<div class="MainHelpCenter GettingStarted">
<ul class="TableOfContents">
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/integration/gettingstarted-odoo.aspx#Overview_block")%>">About the ONLYOFFICE and Odoo integration</a>
<ul class="TableOfContentsSub">
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/integration/gettingstarted-odoo.aspx#MainFeatures_block")%>">Main features</a></li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/integration/gettingstarted-odoo.aspx#SupportedFormats_block")%>">Supported formats</a></li>
<%--<li><a href="<%=VirtualPathUtility.ToAbsolute("~/integration/gettingstarted-odoo.aspx#Whatsnew_block")%>">What's new</a></li>--%>
</ul>
</li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/integration/gettingstarted-odoo.aspx#OnlineEditorsIntegration_block")%>">Connecting ONLYOFFICE Docs to Odoo</a>
<ul class="TableOfContentsSub">
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/integration/gettingstarted-odoo.aspx#Requirements_block")%>">Requirements</a></li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/integration/gettingstarted-odoo.aspx#Configure_block")%>">Configuring the ONLYOFFICE integration module for Odoo</a></li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/integration/gettingstarted-odoo.aspx#JWT_block")%>">Configuring JWT for the ONLYOFFICE and Odoo integration</a></li>
</ul>
</li>
<li>
<a href="<%=VirtualPathUtility.ToAbsolute("~/integration/gettingstarted-odoo.aspx#StartUsing_block")%>">Start using ONLYOFFICE Docs within Odoo</a>
</li>
</ul>
<div class="keyword_block">
<ul>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/collaborative-editing/collaborative-editing.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/docker-version/docker-version.ascx" /></li>
<li><cc:LinuxVersionTag ID="LinuxVersionTag1" runat="server" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/local-server/local-server.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/document-server/document-server.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/open-source-version/open-source-version.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/install-onlyoffice/install-onlyoffice.ascx" /></li>
</ul>
</div>
<ul class="TableOfContents">
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/integration/gettingstarted-odoo.aspx#Overview_block")%>">About the ONLYOFFICE and Odoo integration</a>
<ul class="TableOfContentsSub">
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/integration/gettingstarted-odoo.aspx#MainFeatures_block")%>">Main features</a></li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/integration/gettingstarted-odoo.aspx#SupportedFormats_block")%>">Supported formats</a></li>
<%--<li><a href="<%=VirtualPathUtility.ToAbsolute("~/integration/gettingstarted-odoo.aspx#Whatsnew_block")%>">What's new</a>
</li>--%>
</ul>
</li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/integration/gettingstarted-odoo.aspx#OnlineEditorsIntegration_block")%>">Connecting ONLYOFFICE Docs to Odoo</a>
<ul class="TableOfContentsSub">
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/integration/gettingstarted-odoo.aspx#Requirements_block")%>">Requirements</a></li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/integration/gettingstarted-odoo.aspx#Configure_block")%>">Configuring the ONLYOFFICE integration module for Odoo</a></li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/integration/gettingstarted-odoo.aspx#JWT_block")%>">Configuring JWT for the ONLYOFFICE and Odoo integration</a></li>
</ul>
</li>
<li>
<a href="<%=VirtualPathUtility.ToAbsolute("~/integration/gettingstarted-odoo.aspx#StartUsing_block")%>">Start using ONLYOFFICE Docs within Odoo</a>
</li>
</ul>
<div class="keyword_block">
<ul>
<li>
<cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/collaborative-editing/collaborative-editing.ascx" />
</li>
<li>
<cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/docker-version/docker-version.ascx" />
</li>
<li>
<cc:LinuxVersionTag ID="LinuxVersionTag1" runat="server" />
</li>
<li>
<cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/local-server/local-server.ascx" />
</li>
<li>
<cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/document-server/document-server.ascx" />
</li>
<li>
<cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/open-source-version/open-source-version.ascx" />
</li>
<li>
<cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/install-onlyoffice/install-onlyoffice.ascx" />
</li>
</ul>
</div>
<div class="gs_content" id="Overview_block">
<h2>About the ONLYOFFICE and Odoo integration</h2>
<div class="PortalHelp">
<p>Odoo is a business management tool designed for resource planning. ONLYOFFICE offers an official module to integrate ONLYOFFICE Docs with Odoo and edit office documents in your Odoo media space, e.g., chat attachments, notes, etc. You can get the ONLYOFFICE integration module from the <a href="https://apps.odoo.com/apps/modules/16.0/onlyoffice_odoo/">official Odoo app library</a> The module is distributed under the AGPL-3 License.</p>
</div>
<div class="PortalHelp">
<p>Odoo is a business management tool designed for resource planning. ONLYOFFICE offers three official modules to integrate it with Odoo:</p>
<ol>
<li><a href="https://apps.odoo.com/apps/modules/17.0/onlyoffice_odoo">ONLYOFFICE</a> is a main module that is required for other modules to work and allows attaching documents.</li>
<li><a href="https://apps.odoo.com/apps/modules/17.0/onlyoffice_odoo_documents">ONLYOFFICE Documents</a> is a module used for creating, editing, and attaching documents.</li>
<li><a href="https://apps.odoo.com/apps/modules/17.0/onlyoffice_odoo_templates">ONLYOFFICE Templates</a> is a module used for creating and editing fillable forms.</li>
</ol>
</div>
<div class="gs_content gs_submenu" id="MainFeatures_block">
<div class="gs_content gs_submenu" id="MainFeatures_block">
<h3>Main features</h3>
<p> </p>
<ul>
<li>Editing and viewing text documents, spreadsheets, and presentations.</li>
<li>Open other office file formats for viewing, including RTF, TXT, CSV, etc.</li>
<li>Co-editing documents in real-time: two co-editing modes (Fast and Strict), the Track Changes mode, comments, and the built-in chat.</li>
<li>Edit form templates in DOCXF</li>
<li>Read PDF files</li>
<li><b>JWT support</b> to secure your traffic so that no one can have access to your documents with the exception of the users with proper rights.</li>
<li>Create and edit form templates.</li>
<li>Read PDF files.</li>
<li><b>JWT support</b> to secure your traffic so that no one can have access to your documents except for the users with proper rights.</li>
</ul>
</div>
</div>
<div class="gs_content gs_submenu" id="SupportedFormats_block">
<div class="gs_content gs_submenu" id="SupportedFormats_block">
<h3>Supported formats</h3>
<p> </p>
<ul>
<li>For editing: DOCX, DOCXF, XLSX, PPTX.</li>
<li>For viewing only: DJVU, DOC, DOCM, DOT, DOTM, DOTX, EPUB, FB2, FODT, HTML, MHT, ODT, OTT, OXPS, PDF, RTF, TXT, XPS, XML, CSV, FODS, ODS, OTS, XLS, XLSM, XLT, XLTM, XLTX, FODP, ODP, OTP, POT, POTM, POTX, PPS, PPSM, PPSX, PPT, PPTM.</li>
</ul>
</div>
<ul>
<li>For editing: DOCX, XLSX, PPTX.</li>
<li>For viewing only: DJVU, DOC, DOCM, DOT, DOTM, DOTX, EPUB, FB2, FODT, HTML, MHT, ODT, OTT, OXPS, PDF, RTF, TXT, XPS, XML, CSV, FODS, ODS, OTS, XLS, XLSM, XLT, XLTM, XLTX, FODP, ODP, OTP, POT, POTM, POTX, PPS, PPSM, PPSX, PPT, PPTM.</li>
</ul>
</div>
<%--<div class="gs_content gs_submenu" id="Whatsnew_block">
<%--<div class="gs_content gs_submenu" id="Whatsnew_block">
<h3>What's new in version 1.1.2</h3>
<p>Added</p>
<ul>
@ -96,92 +115,226 @@
</div>
</div> --%>
<div class="gs_content" id="OnlineEditorsIntegration_block">
<h2>Connecting ONLYOFFICE Docs to Odoo</h2>
<div class="gs_content gs_submenu" id="Requirements_block">
<h3>Requirements</h3>
<p> </p>
<ul>
<li>ONLYOFFICE Docs instance. Please refer to the official <a href="https://helpcenter.onlyoffice.com/installation/docs-index.aspx">documentation page</a> to learn more about installing ONLYOFFICE Docs:
<div class="gs_content" id="OnlineEditorsIntegration_block">
<h2>Connecting ONLYOFFICE Docs to Odoo</h2>
<div class="gs_content gs_submenu" id="Requirements_block">
<h3>Requirements</h3>
<p> </p>
<ul>
<li>self-hosted free Community or scalable Enterprise version
<p>or</p>
<li>ONLYOFFICE Docs instance. Please refer to the official <a href="https://helpcenter.onlyoffice.com/installation/docs-index.aspx">documentation page</a> to learn more about installing ONLYOFFICE Docs:
<ul>
<li>self-hosted free Community or scalable Enterprise version
<p>or</p>
</li>
<li>ONLYOFFICE Docs Cloud that requires no downloading and installation</li>
</ul>
</li>
<li>ONLYOFFICE Docs Cloud that requires no downloading and installation</li>
<li><a href="https://apps.odoo.com/apps/modules/17.0/onlyoffice_odoo">ONLYOFFICE</a> main module that is required for other modules to work. The module has no paid license.</li>
<li><a href="https://apps.odoo.com/apps/modules/17.0/onlyoffice_odoo_documents">ONLYOFFICE Documents</a> module that requires <b>Odoo Enterprise Edition</b> to work properly. This module will automatically install the main <b>ONLYOFFICE</b> module.</li>
<li><a href="https://apps.odoo.com/apps/modules/17.0/onlyoffice_odoo_templates">ONLYOFFICE Templates</a> module that requires ONLYOFFICE license with Automated API to work properly. This module will automatically install the main <b>ONLYOFFICE</b> module.</li>
<li>PyJWT is required for all modules.</li>
</ul>
</li>
</ul>
</div>
</div>
<div class="gs_content gs_submenu" id="Configure_block">
<h3>Configuring the ONLYOFFICE integration module for Odoo</h3>
<div class="PortalHelp">
<p>To install the ONLYOFFICE application:</p>
<ol>
<li>Open the <b>Apps</b> section.</li>
<li>Find <b>ONLYOFFICE</b> and click the <b>Activate</b> button below.</li>
</ol>
<p>After the app installation, adjust its settings within your Odoo. To do that, go to <b>Home menu</b> -> <b>Settings</b> -> <b>ONLYOFFICE</b>.</p>
<div class="screen_block">
<img alt="ONLYOFFICE_Odoo" target="ONLYOFFICE_Odoo_1" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/small/odoo_settings.png")%>" />
<img alt="ONLYOFFICE_Odoo" id="ONLYOFFICE_Odoo_1" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/big/odoo_settings.png")%>" />
<div target="ONLYOFFICE_Odoo_1" class="screenphoto magnifier"></div>
</div>
<p>In the <b>Document Server Url</b>, specify the URL of the installed ONLYOFFICE Docs or the address of ONLYOFFICE Docs Cloud.</p>
</div>
</div>
<div class="gs_content gs_submenu" id="installingpyjwt_block">
<h3>Installing PyJWT library</h3>
<div class="PortalHelp">
<p>To install PyJWT library, enter the following command in the command line:</p>
<pre><code>pip install pyjwt</code></pre>
<p>To learn more, please refer to the official PyJWT <a href="https://pyjwt.readthedocs.io/en/stable/installation.html">Installation guide</a>.</p>
</div>
</div>
<div class="gs_content gs_submenu" id="JWT_block">
<h3>Configuring JWT for the ONLYOFFICE and Odoo integration</h3>
<p>JWT or JSON Web Token is a string sent from client to server within the HTTP request to validate the authenticity of the client. JWT is saved on the client-side only so the transmission between parties is protected and digitally signed.</p>
<p>The token is generated using the JWT (JSON Web Tokens) standard. The tokens are signed by the server's key, so the client is able to verify that the token is legitimate.</p>
<p>ONLYOFFICE Docs validates the token. The data from the payload is considered valid and is used instead of the corresponding data from the main parameters. If the token is invalid, the command is not executed. To learn more, please read the <a href="https://api.onlyoffice.com/editors/security">API Security guide</a>.</p>
<p>In Odoo, JWT is enabled <b>by default</b>.</p>
<p>Follow these steps to configure it <b>manually if needed</b>:</p>
<ol>
<li>Go to <b>Home</b> menu -> <b>Settings</b> -> <b>ONLYOFFICE</b>.</li>
<li>Enter the values in the following fields:
<ul>
<li><b>Document Server JWT Secret</b>: The secret key is generated automatically to restrict the access to ONLYOFFICE Docs. if you want to specify your own secret key in this field, also specify the same secret key in the ONLYOFFICE Docs config file to enable the validation.</li>
<li><b>Document Server JWT Header</b>: Standard JWT header used in ONLYOFFICE is Authorization. In case this header is in conflict with your setup, you can change the header to the custom one.</li>
</ul>
</li>
</ol>
</div>
<div class="gs_content gs_submenu" id="Configure_block">
<h3>Configuring the ONLYOFFICE integration module for Odoo</h3>
<div class="PortalHelp">
<h5>ONLYOFFICE module</h5>
<p>To install the <b>ONLYOFFICE</b> module:</p>
<ol>
<li>Open the <b>Apps</b> section.</li>
<li>Find <b>ONLYOFFICE</b> and click the <b>Activate</b> button below.</li>
</ol>
<div class="gs_content" id="StartUsing_block">
<h2>Start using ONLYOFFICE Docs within Odoo</h2>
<div class="PortalHelp">
<p>To create a file:</p>
<ol>
<li>Open the <b>Documents</b> section.</li>
<li>Click the <b>Create with ONLYOFFICE</b> button on the top panel.</li>
<li>Enter the file name in the <b>Title</b> field if necessary.</li>
<li>Choose one of the available file types: Document, Spreadsheet, or Presentation.</li>
<li>
Click the <b>Create</b> button.
<div class="screen_block">
<img alt="ONLYOFFICE_Odoo" target="ONLYOFFICE_Odoo_4" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/small/file_create_small.png")%>" />
<img alt="ONLYOFFICE_Odoo" id="ONLYOFFICE_Odoo_4" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/big/file_create_big.png")%>" />
<div target="ONLYOFFICE_Odoo_4" class="screenphoto magnifier"></div>
</div>
</li>
</ol>
<p>You can edit any files attached to Odoo activities and supported by ONLYOFFICE (see the full list <a href="<%=VirtualPathUtility.ToAbsolute("~/Integration/gettingstarted-odoo.aspx#SupportedFormats_block")%>">here</a>).</p>
<p>To edit or view a file, click the <b>Open in ONLYOFFICE</b> button next to it.</p>
<div class="screen_block">
<img alt="ONLYOFFICE_Odoo" target="ONLYOFFICE_Odoo_2" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/small/file_activity_small.png")%>" />
<img alt="ONLYOFFICE_Odoo" id="ONLYOFFICE_Odoo_2" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/big/file_activity_big.png")%>" />
<div target="ONLYOFFICE_Odoo_2" class="screenphoto magnifier"></div>
</div>
<div class="screen_block">
<img alt="ONLYOFFICE_Odoo" target="ONLYOFFICE_Odoo_3" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/small/file_library_small.png")%>" />
<img alt="ONLYOFFICE_Odoo" id="ONLYOFFICE_Odoo_3" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/big/file_library_big.png")%>" />
<div target="ONLYOFFICE_Odoo_3" class="screenphoto magnifier"></div>
</div>
</div>
</div>
<h5>ONLYOFFICE Documents</h5>
<p>To install the <b>ONLYOFFICE Documents</b> module:</p>
<ol>
<li>Open the <b>Apps</b> section.</li>
<li>Find <b>ONLYOFFICE Documents</b> and click the <b>Activate</b> button below.</li>
</ol>
</div>
<h5>ONLYOFFICE Templates</h5>
<p>To install the <b>ONLYOFFICE Templates</b> module:</p>
<ol>
<li>Open the <b>Apps</b> section.</li>
<li>Find <b>ONLYOFFICE Templates</b> and click the <b>Activate</b> button below.</li>
</ol>
<p>The first installed module automatically establishes a connection to the Document Server.</p>
<p>After the modules' installation, adjust the settings within your Odoo if necessary. To do that, go to <b>Home menu</b> -> <b>Settings</b> -> <b>ONLYOFFICE</b>.</p>
<p>In the <b>Document Server Url</b>, specify the URL of the installed ONLYOFFICE Docs or the address of ONLYOFFICE Docs Cloud. To learn more about JWT configuration, please refer to the <a href="../integration/gettingstarted-odoo.aspx#JWT_block">corresponding</a> section of this guide.</p>
</div>
</div>
<div class="gs_content gs_submenu" id="JWT_block">
<h3>Configuring JWT for the ONLYOFFICE and Odoo integration</h3>
<p>JWT or JSON Web Token is a string sent from client to server within the HTTP request to validate the authenticity of the client. JWT is saved on the client-side only, so the transmission between parties is protected and digitally signed.</p>
<p>The token is generated using the JWT (JSON Web Tokens) standard. The tokens are signed by the server's key, so the client is able to verify that the token is legitimate.</p>
<p>ONLYOFFICE Docs validates the token. The data from the payload is considered valid and is used instead of the corresponding data from the main parameters. If the token is invalid, the command is not executed. To learn more, please read the <a href="https://api.onlyoffice.com/editors/security">API Security guide</a>.</p>
<p>In Odoo, JWT is enabled <b>by default</b>.</p>
<p>Follow these steps to configure it <b>manually if needed</b>:</p>
<ol>
<li>Go to <b>Home</b> menu -> <b>Settings</b> -> <b>ONLYOFFICE</b>.
<div class="screen_block">
<img alt="ONLYOFFICE_Odoo" target="ONLYOFFICE_Odoo_1" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/small/odoo_settings.png")%>" />
<img alt="ONLYOFFICE_Odoo" id="ONLYOFFICE_Odoo_1" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/big/odoo_settings.png")%>" />
<div target="ONLYOFFICE_Odoo_1" class="screenphoto magnifier"></div>
</div>
</li>
<li>Enter the values in the following fields:
<ul>
<li><b>Document Server JWT Secret</b>: The secret key is generated automatically to restrict the access to ONLYOFFICE Docs. If you want to specify your own secret key in this field, also specify the same secret key in the ONLYOFFICE Docs config file to enable the validation.</li>
<li><b>Document Server JWT Header</b>: Standard JWT header used in ONLYOFFICE is Authorization. In case this header is in conflict with your setup, you can change the header to the custom one.</li>
</ul>
</li>
</ol>
</div>
<div class="gs_content" id="StartUsing_block">
<h2>Start using ONLYOFFICE Docs within Odoo</h2>
<div class="PortalHelp">
<h5>ONLYOFFICE module</h5>
<p>To attach a file:</p>
<ol>
<li>Go to a discussion.</li>
<li>Choose a channel or a discussion.</li>
<li>Click the <b>Attach files</b> button in the chat field.</li>
<li>Select the file you need to attach and click <b>OK</b>.</li>
<li>
The attached file will look like this:
<div class="screen_block">
<img alt="ONLYOFFICE_Odoo" target="ONLYOFFICE_Odoo_2" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/small/file_activity_small.png")%>" />
<img alt="ONLYOFFICE_Odoo" id="ONLYOFFICE_Odoo_2" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/big/file_activity_big.png")%>" />
<div target="ONLYOFFICE_Odoo_2" class="screenphoto magnifier"></div>
</div>
</li>
</ol>
<h5>ONLYOFFICE Documents module</h5>
<p>To create a file:</p>
<ol>
<li>Open the <b>Documents</b> section.</li>
<li>Click the <b>Create with ONLYOFFICE</b> button in the <b>Upload</b> dropdown menu on the top panel.</li>
<li>Enter the file name in the <b>Title</b> field if necessary.</li>
<li>Choose one of the available file types: Document, Spreadsheet, or Presentation.</li>
<li>
Click the <b>Create</b> button.
<div class="screen_block">
<img alt="ONLYOFFICE_Odoo" target="ONLYOFFICE_Odoo_4" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/small/file_create_small.png")%>" />
<img alt="ONLYOFFICE_Odoo" id="ONLYOFFICE_Odoo_4" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/big/file_create_big.png")%>" />
<div target="ONLYOFFICE_Odoo_4" class="screenphoto magnifier"></div>
</div>
</li>
</ol>
<p>You can edit any files attached to Odoo activities and supported by ONLYOFFICE (see the full list <a href="<%=VirtualPathUtility.ToAbsolute("~/Integration/gettingstarted-odoo.aspx#SupportedFormats_block")%>">here</a>).</p>
<p>To edit or view a file, click the <b>Open in ONLYOFFICE</b> button next to it, for example></p>
<div class="screen_block">
<img alt="ONLYOFFICE_Odoo" target="ONLYOFFICE_Odoo_9" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/small/file_activity_small.png")%>" />
<img alt="ONLYOFFICE_Odoo" id="ONLYOFFICE_Odoo_9" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/big/file_activity_big.png")%>" />
<div target="ONLYOFFICE_Odoo_9" class="screenphoto magnifier"></div>
</div>
<%--<div class="screen_block">
<img alt="ONLYOFFICE_Odoo" target="ONLYOFFICE_Odoo_3" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/small/file_library_small.png")%>" />
<img alt="ONLYOFFICE_Odoo" id="ONLYOFFICE_Odoo_3" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/big/file_library_big.png")%>" />
<div target="ONLYOFFICE_Odoo_3" class="screenphoto magnifier"></div>
</div>--%>
<h5>ONLYOFFICE Templates module</h5>
<p>You can use a premade template available on the main page of the module.</p>
<div class="screen_block">
<img alt="ONLYOFFICE_Odoo" target="ONLYOFFICE_Odoo_8" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/small/template.png")%>" />
<img alt="ONLYOFFICE_Odoo" id="ONLYOFFICE_Odoo_8" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/big/template.png")%>" />
<div target="ONLYOFFICE_Odoo_8" class="screenphoto magnifier"></div>
</div>
<p>To create a form:</p>
<ol>
<li>It is recommended to switch to the developer mode.
<ul>
<li>Go to the <b>Settings</b>.</li>
<li>Open the <b>General Settings</b> tab.</li>
<li>Scroll to the Developer tools.</li>
<li>Click the <b>Activate the developer mode</b> menu option.</li>
</ul>
</li>
<li>Open the <b>Home Menu</b> and choose the <b>ONLYOFFICE Templates</b> option.</li>
<li>Click the <b>New</b> button to create a new form.</li>
<li>Enter the <b>Template Name</b>.</li>
<li>Enter the Odoo model in the <b>Select Model</b> field.
<div class="screen_block">
<img alt="ONLYOFFICE_Odoo" target="ONLYOFFICE_Odoo_5" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/small/createaform.png")%>" />
<img alt="ONLYOFFICE_Odoo" id="ONLYOFFICE_Odoo_5" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/big/createaform.png")%>" />
<div target="ONLYOFFICE_Odoo_5" class="screenphoto magnifier"></div>
</div>
<ul>
<li>To learn the model name, open the required module.</li>
<li>Go to any entry that has an ONLYOFFICE Send & Print button.</li>
<li>
Look at the page URL. The <code>model-xxx</code> is the name of the Odoo model that you need for the <b>Select Model</b> field. Paste it into this field and press Enter.
<div class="screen_block">
<img alt="ONLYOFFICE_Odoo" target="ONLYOFFICE_Odoo_7" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/small/moduleurl.png")%>" />
<img alt="ONLYOFFICE_Odoo" id="ONLYOFFICE_Odoo_7" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/big/moduleurl.png")%>" />
<div target="ONLYOFFICE_Odoo_7" class="screenphoto magnifier"></div>
</div>
</li>
<li>You can also upload en existing template by clicking the <b>Upload your file</b> button.</li>
</ul>
<li>
Each field in each module has a question mark beside it. The information there is necessary for filling in the fields.
<div class="screen_block">
<img alt="ONLYOFFICE_Odoo" target="ONLYOFFICE_Odoo_6" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/small/fieldname.png")%>" />
<img alt="ONLYOFFICE_Odoo" id="ONLYOFFICE_Odoo_6" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/big/fieldname.png")%>" />
<div target="ONLYOFFICE_Odoo_6" class="screenphoto magnifier"></div>
</div>
<p>If a field does not have a question mark, try to temporarily delete its contents. The field name might appear instead. These kinds of names can also be found in the root section on the left panel while editing a form.</p>
</li>
<li>Searching in the ONLYOFFICE Templates connector requires information from the fields <b>Field</b> and <b>Module</b>.</li>
<li>
If a field has a one2many/many2many/many2one relation, the subsection will have a corresponding name.
<p><img alt="Subsection name" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/GettingStarted/Integration/Odoo/big/subsectionname.png")%>" /></p>
</li>
<li>
If the <b>Model</b> field contains a name that does not coincide with the one given in the URL (e.g., <code>model-account.move</code> in the URL and <code>account.move.line</code> in the <b>Model</b> field), look for it in the subsection.
<p class="note">If it is a one2many/many2many/many2one relation, the subsection key will have the same name as the <b>Field</b> field. For example, if it is a <code>partner_id</code>, the key will have the same name.</p>
</li>
<li>Please note that if the fields model does not coincide with the one in the URL, the section key will have the same name as the <b>Model</b> field.</li>
<li>
<b>To add a dataset to a form</b>,
<ul>
<li>create a table in the form that will have the same columns as the fields names of the dataset;</li>
<li>enter the information given in the Odoo question marks into the corresponding fields;</li>
<li>
the rest of the table will be filled up automatically during the page printing.
<p class="note">As of yet, no HTML elements can be inserted into a form.</p>
</li>
</ul>
</li>
<li><b>To manage access rights,</b>
<ul>
<li>go to the user profile;</li>
<li>
choose whether they are a <em>User</em> or an <em>Administrator</em>:
<ul>
<li><em>User</em> can only print and view templates.</li>
<li><em>Administrator</em> can create, edit, view, delete, and print templates.</li>
</ul>
</li>
<li>all users have the User access right by default.</li>
</ul>
</li>
</ol>
</div>
</div>
</div>
</div>
</div>

View File

@ -83,6 +83,7 @@
<li>create custom <a class="see_also" href="#CreatingManagingFolders_block">folders</a> and apply <a class="see_also" href="#CreatingManagingFilters_block">filters</a> to automatically perform certain actions on messages.</li>
</ul>
<p>To access <b>Mail</b> just click the <img alt="Mail" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Mail.png")%>" /> icon available at the top of each portal page.</p>
<p>E-mails are stored in the MySQL database.</p>
</div>
</div>

View File

@ -117,6 +117,7 @@
</ul>
<p><b>Projects</b> is a project management tool developed to help you successfully carry out the project through all these stages: <a class="see_also" href="#SchedulingWorkflow_block">schedule your workflow</a>, <a class="see_also" href="#ManagingYourTeam_block">manage your project team</a> and <a class="see_also" href="#AssigningTasks_block">distribute tasks</a> between its members, track and <a class="see_also" href="#ReportingProjectProgress_block">report</a> project progress in order to achieve the main goal of the created project.</p>
<p>To access the <b>Projects</b> module from any portal page, use the drop-down list in the top left corner of the page and select the corresponding option.</p>
<p>Projects are stored in the MySQL database.</p>
</div>
</div>
@ -155,6 +156,7 @@
</li>
<li>Check the <b>Save this project as private</b> box.
<p>This option is enabled by default. Use this option if you'd like to restrict access to the newly created project. In this case the project will be available only to the project administrator, the project manager and its members with <a class="see_also" href="#ManagingYourTeam_block">corresponding rights</a>. If you uncheck this box, the project will be available to all users who have access to the <b>Projects</b> module.</p>
<p class="notehelp">It is possible to disable one of the project sections if it is a private project. To do that, go to the <b>Team</b> tab of your private project and hide the required sections for specific users.</p>
</li>
<li>Check the <b>Follow this project</b> box, if you don't plan to participate in this project but need to keep track of it.</li>
<li>Check the <b>Notify Responsibles</b> box to notify the persons who are responsible for the added milestones and tasks. If no responsibles have been assigned when adding milestones and tasks to the project structure, this option is grayed out.</li>

View File

@ -433,7 +433,7 @@
<div class="screen_text">
<p>A user with <b>Read Only</b> permissions to the <code>.docx</code>/<code>.xlsx</code>/<code>.pptx</code>/<code>.oform</code> files or <code>.docxf</code> form templates can do the following:</p>
<ul>
<li>View the file and existing comments. In this case, editing options are not available and the file <b>cannot</b> be modified.</li>
<li>View the file and existing comments. In this case, editing options are not available and the file <b>cannot</b> be modified. Please note that you can still take screenshots.</li>
<li>Using the <b>File</b> tab, the user can:
<ol>
<li>print or download the file;</li>

View File

@ -33,7 +33,7 @@
<h2 id="introduction">Introduction</h2>
<div class="block_of_step">
<div class="screen_text">
<p>Need to know the full details of the current status of all projects? In the Projects module, you can get this information using the <b>Reports</b>. Reports provide extensive and detailed information in a convenient format - in a .xlsx file, which can be opened in the <a class="links" target="_blank" href="<%=VirtualPathUtility.ToAbsolute("~/ONLYOFFICE-Editors/ONLYOFFICE-Spreadsheet-Editor/index.aspx")%>">Spreadsheet Editor</a>.</p>
<p>Are the full details of the current status of all projects required? In the Projects module, you can get this information using the <b>Reports</b>. Reports provide extensive and detailed information in a convenient format - in a .xlsx file, which can be opened in the <a class="links" target="_blank" href="<%=VirtualPathUtility.ToAbsolute("~/ONLYOFFICE-Editors/ONLYOFFICE-Spreadsheet-Editor/index.aspx")%>">Spreadsheet Editor</a>.</p>
<p>There are many different settings and parameters available for generating a report. This guide will help you quickly understand and learn how to generate reports in a suitable format.</p>
</div>
</div>
@ -57,13 +57,13 @@
<h2 id="step2"><span class="style_step">Step 2. </span>Configure the Report</h2>
<div class="block_of_step">
<div class="screen_text">
<p>Click the <b>Reports</b> link on the left-side panel. A new page opens with the list of all generated reports. If you have not created reports before, this list will be empty.</p>
<p>Click the <b>Reports</b> link on the left-side panel. A new page opens with a list of all generated reports. If you have not created reports before, this list will be empty.</p>
<div class="screen_block">
<img alt="Report Project Progress" target="img2_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/NewProjects/small/ReportProjectProgress.png")%>" />
<img alt="Report Project Progress" id="img2_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/NewProjects/big/ReportProjectProgress.png")%>" />
<div target="img2_eventcom_guides" class="screenphoto magnifier"></div>
</div>
<p>select a report type you wish to generate from the <b>Reports</b> list and configure the available parametrs:</p>
<p>Select a report type you wish to generate from the <b>Reports</b> list and configure the available parameters:</p>
<ul>
<li><b>Overdue Milestones</b> (<em>Tags</em>, <em>Project</em>) - to display a list of overdue milestones.
<div class="screen_block">
@ -72,7 +72,7 @@
<div target="img3_eventcom_guides" class="screenphoto magnifier"></div>
</div>
</li>
<li><b>Upcoming Milestones</b> (<em>Tags</em>, <em>Proejct</em>, <em>Time Period</em>) - to display a list of upcoming milestones.
<li><b>Upcoming Milestones</b> (<em>Tags</em>, <em>Project</em>, <em>Time Period</em>) - to display a list of upcoming milestones.
<div class="screen_block">
<img alt="Report types Upcoming Milestones" target="img4_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide214/UpcomingMilestones.png")%>" />
<img alt="Report types Upcoming Milestones" id="img4_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide214/UpcomingMilestones.png")%>" />
@ -110,14 +110,14 @@
<div target="img9_eventcom_guides" class="screenphoto magnifier"></div>
</div>
</li>
<li><b>Project List</b> (<em>View by group</em>, <em>View by user</em>, <em>Time period</em>, <em>Show closed projects</em>) - to display a for a specific user/group for a specific period of time.
<li><b>Project List</b> (<em>View by group</em>, <em>View by user</em>, <em>Time period</em>, <em>Show closed projects</em>) - to display a list of projects for a specific user/group for a specific period of time.
<div class="screen_block">
<img alt="Report types Project List" target="img10_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/small/guide214/ProjectList.png")%>" />
<img alt="Report types Project List" id="img10_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Guides/big/guide214/ProjectList.png")%>" />
<div target="img10_eventcom_guides" class="screenphoto magnifier"></div>
</div>
</li>
<li><b>Time Tracking</b> - to display a list of users with their total work time calculated basing on a time register:
<li><b>Time Tracking</b> - to display a list of users with their total work time calculated based on a time register:
<ul>
<li>View by user (<em>View by group</em>, <em>View by user</em>, <em>Payment statuses</em>, <em>Time period</em>).</li>
<li>View by user tasks (<em>View by group</em>, <em>View by user</em>, <em>Payment statuses</em>, <em>Time period</em>).</li>
@ -151,9 +151,10 @@
</div>
</li>
</ul>
<p>Once all setitngs have been configured, click the <b>Generate Report</b> button.</p>
<p>A status window will open in the bottom right corner showing the generated reports. Then you can open them in the <a class="links" target="_blank" href="<%=VirtualPathUtility.ToAbsolute("~/ONLYOFFICE-Editors/ONLYOFFICE-Spreadsheet-Editor/index.aspx")%>">Spreadsheet Editor</a> by clicking the <b>Open</b> button.</p>
<p>To simplify the work with reports, you can Report templates. This allows you to automatically create reports and them by e-mail. Please, visit <a class="links" target="_blank" href="<%=VirtualPathUtility.ToAbsolute("~/userguides/groups-tipstricks-projects-report-templates.aspx")%>">this</a> page to find out more.</p>
<p>Once all settings have been configured, click the <b>Generate Report</b> button.</p>
<p class="note">The reports from the <b>Project</b> module are saved in the <b>My Documents</b> section by default. </p>
<p>A status window will open in the bottom right corner, showing the generated reports. Then you can open them in the <a class="links" target="_blank" href="<%=VirtualPathUtility.ToAbsolute("~/ONLYOFFICE-Editors/ONLYOFFICE-Spreadsheet-Editor/index.aspx")%>">Spreadsheet Editor</a> by clicking the <b>Open</b> button.</p>
<p>To simplify the work with reports, you can use Report templates. This allows you to automatically create reports and send them by e-mail. Please, visit <a class="links" target="_blank" href="<%=VirtualPathUtility.ToAbsolute("~/userguides/groups-tipstricks-projects-report-templates.aspx")%>">this</a> page to find out more.</p>
</div>
</div>
</div>

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@ -104,6 +104,7 @@
<p>Check the <b>Save the project as private</b> box. </p>
<p>Once this option is checked you can proceed to <a href="<%=VirtualPathUtility.ToAbsolute("~/gettingstarted/projects.aspx#ManagingYourTeam_block")%>">setting access rights</a> for your team members.</p>
<p>Apply all the changes you made clicking the <b>Save Project</b> button.</p>
<p>It is possible to disable one of the project sections if it is a private project. To do that, go to the <b>Team</b> tab of your private project and hide the required sections for specific users.</p>
</div>
</div>

View File

@ -52,6 +52,7 @@
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/ArticlesCompleteList/TipsTricks/181_connect_dameng.ascx" /></li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/installation/docs-community-connect-oracle.aspx")%>">Connecting Oracle database to ONLYOFFICE Docs</a></li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/installation/docs-community-connect-mssql.aspx")%>">Connecting MsSQL database to ONLYOFFICE Docs</a></li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/installation/docs-connect-mysql-with-ssl.aspx")%>">Connecting MySQL database with SSL/TLS to ONLYOFFICE Docs</a></li>
</ul>
</li>
<li><h6>System requirements</h6>
@ -83,6 +84,7 @@
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/ArticlesCompleteList/ServerLinux/60024_documents_installation_centos.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/ArticlesCompleteList/ServerLinux/60043_docs_install_centos_arm.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/ArticlesCompleteList/ServerLinux/60036_documents_installation_snap.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/ArticlesCompleteList/ServerLinux/60046_docs_ansible.ascx" /></li>
</ul>
</li>
<li>Windows version
@ -173,6 +175,7 @@
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/ArticlesCompleteList/TipsTricks/181_connect_dameng.ascx" /></li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/installation/docs-enterprise-connect-oracle.aspx")%>">Connecting Oracle database to ONLYOFFICE Docs</a></li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/installation/docs-enterprise-connect-mssql.aspx")%>">Connecting MsSQL database to ONLYOFFICE Docs</a></li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/installation/docs-connect-mysql-with-ssl.aspx")%>">Connecting MySQL database with SSL/TLS to ONLYOFFICE Docs</a></li>
</ul>
</li>
<li><h6>System requirements</h6>
@ -285,6 +288,7 @@
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/ArticlesCompleteList/TipsTricks/181_connect_dameng.ascx" /></li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/installation/docs-developer-connect-oracle.aspx")%>">Connecting Oracle database to ONLYOFFICE Docs</a></li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/installation/docs-developer-connect-mssql.aspx")%>">Connecting MsSQL database to ONLYOFFICE Docs</a></li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/installation/docs-connect-mysql-with-ssl.aspx")%>">Connecting MySQL database with SSL/TLS to ONLYOFFICE Docs</a></li>
</ul>
</li>
<li><h6>Developing</h6>

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@ -50,6 +50,7 @@
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/ArticlesCompleteList/TipsTricks/181_connect_dameng.ascx" /></li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/installation/docs-community-connect-oracle.aspx")%>">Connecting Oracle database to ONLYOFFICE Docs</a></li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/installation/docs-community-connect-mssql.aspx")%>">Connecting MsSQL database to ONLYOFFICE Docs</a></li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/installation/docs-connect-mysql-with-ssl.aspx")%>">Connecting MySQL database with SSL/TLS to ONLYOFFICE Docs</a></li>
</ul>
</li>
<li><h6>System requirements</h6>
@ -81,6 +82,7 @@
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/ArticlesCompleteList/ServerLinux/60024_documents_installation_centos.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/ArticlesCompleteList/ServerLinux/60043_docs_install_centos_arm.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/ArticlesCompleteList/ServerLinux/60036_documents_installation_snap.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/ArticlesCompleteList/ServerLinux/60046_docs_ansible.ascx" /></li>
</ul>
</li>
<li>Windows version

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@ -43,6 +43,7 @@
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/ArticlesCompleteList/TipsTricks/181_connect_dameng.ascx" /></li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/installation/docs-developer-connect-oracle.aspx")%>">Connecting Oracle database to ONLYOFFICE Docs</a></li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/installation/docs-developer-connect-mssql.aspx")%>">Connecting MsSQL database to ONLYOFFICE Docs</a></li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/installation/docs-connect-mysql-with-ssl.aspx")%>">Connecting MySQL database with SSL/TLS to ONLYOFFICE Docs</a></li>
</ul>
</li>
<li><h6>Developing</h6>

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@ -42,6 +42,7 @@
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/ArticlesCompleteList/TipsTricks/181_connect_dameng.ascx" /></li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/installation/docs-enterprise-connect-oracle.aspx")%>">Connecting Oracle database to ONLYOFFICE Docs</a></li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/installation/docs-enterprise-connect-mssql.aspx")%>">Connecting MsSQL database to ONLYOFFICE Docs</a></li>
<li><a href="<%=VirtualPathUtility.ToAbsolute("~/installation/docs-connect-mysql-with-ssl.aspx")%>">Connecting MySQL database with SSL/TLS to ONLYOFFICE Docs</a></li>
</ul>
</li>
<li><h6>System requirements</h6>

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@ -630,6 +630,7 @@
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/ArticlesCompleteList/ServerLinux/60024_documents_installation_centos.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/ArticlesCompleteList/ServerLinux/60043_docs_install_centos_arm.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/ArticlesCompleteList/ServerLinux/60036_documents_installation_snap.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/ArticlesCompleteList/ServerLinux/60046_docs_ansible.ascx" /></li>
</ul>
</li>
<li>Windows version

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@ -481,7 +481,7 @@
</tr>
<tr>
<td><code>-lem, --letsencryptmail</code></td>
<td>defines the domain administator mail address for the Let's Encrypt certificate</td>
<td>defines the domain administrator mail address for the Let's Encrypt certificate</td>
</tr>
<tr>
<td><code>-cf, --certfile</code></td>

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@ -30,7 +30,7 @@
<p>Where:</p>
<ul>
<li><code>letsencryptmail</code> is the email used for registration and recovery contact. Use comma to register multiple emails, for example: u1@example.com,u2@example.com.</li>
<li><code>letsencryptdomain</code> is the address of the domain where your <b><%= ((BasePage)Page).EditionVersion %></b> portal is installed.</li>
<li><code>letsencryptdomain</code> is the address of the domain where your <b><%= ((BasePage)Page).EditionVersion %></b> portal is installed. Use comma to register multiple domains, for example: yourdomain1.com,yourdomain2.com.</li>
</ul>
<p>The script will automatically create and install the <a target="_blank" href="https://letsencrypt.org/">letsencrypt.org</a> CA-signed certificate to your server and restart the NGINX service for the changes to take effect.</p>
<p>If you want to switch to HTTPS already installed DocSpace, you can launch switching to HTTPS manually from the <code>/app/onlyoffice/config/docspace-ssl-setup</code> file:</p>

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@ -0,0 +1,282 @@
<%@ Control Language="C#" Inherits="BaseContentUserControls"%>
<%@ Register Namespace="TeamLab.Controls" Assembly="__Code" TagPrefix="cc" %>
<%@ Register TagPrefix="cc" TagName="LinuxVersionTag" Src="~/Controls/Help/Tags/linux-version/linux-version.ascx" %>
<script runat="server">
protected override void Init()
{
PageTitle = PageCaption = "Installing ONLYOFFICE Docs Community Edition using Ansible";
MetaKeyWords = "";
MetaDescription = "";
var guides = new GuidesModel();
(Page as BasePage).Guides = guides;
}
</script>
<div class="MainHelpCenter">
<h1 class="subHeaderFeaturesCaption Guides_Video_Captions">Installing ONLYOFFICE Docs Community Edition using Ansible</h1>
<cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/VariousControls/Versions/DocumentServer/DocumentServer_Current.ascx" />
<div class="keyword_block">
<ul>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/local-server/local-server.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/server-version/server-version.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/install-ONLYOFFICE/install-ONLYOFFICE.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/document-server/document-server.ascx" /></li>
<li><cc:LinuxVersionTag ID="LinuxVersionTag1" runat="server" /></li>
</ul>
</div>
<div class="video_ground video_trips">
<h2 id="introduction">Introduction</h2>
<div class="block_of_step">
<div class="video_text">
<p><b><%= ((BasePage)Page).EditionVersion %></b> allows you to install <b>ONLYOFFICE Docs</b> on your local server and integrate the online editors with <span class="developer_display">your web application</span><span class="community_enterprise_display">the <a href="<%=VirtualPathUtility.ToAbsolute("~/installation/groups-index.aspx")%>">ONLYOFFICE collaboration platform</a> or <a href="<%=VirtualPathUtility.ToAbsolute("~/integration.aspx")%>">other popular systems</a></span>.</p>
<p><b>ONLYOFFICE Docs</b> is an online office suite that comprises viewers and editors for texts, spreadsheets and presentations, fully compatible with Office Open XML formats (.docx, .xlsx, .pptx) and enables collaborative editing in real time.</p>
<p><b>Functionality</b></p>
<ul>
<li>Document Editor</li>
<li>Spreadsheet Editor</li>
<li>Presentation Editor</li>
<li>Mobile web viewers</li>
<li class="developer_enterprise_display">Mobile web editors</li>
<li>Collaborative editing</li>
<li>Hieroglyph support</li>
<li>Support for all the popular formats: DOC, DOCX, TXT, ODT, RTF, ODP, EPUB, ODS, XLS, XLSX, CSV, PPTX, HTML</li>
</ul>
<%--<div class="developer_enterprise_display">
<p><b>Pro features</b></p>
<ul>
<li>Document comparison</li>
<li>Content Controls insertion</li>
<li>Sheet Views</li>
</ul>
</div>--%>
<p>See the <a target="_blank" href="https://github.com/ONLYOFFICE/DocumentServer#onlyoffice-document-server-editions">detailed list of features</a> available for <b>ONLYOFFICE Docs</b> <b><%= ((BasePage)Page).EditionVersion %></b>.</p>
<div class="community_enterprise_display">
<p>By integrating it with <b>ONLYOFFICE Groups</b>, you will be able to:</p>
<ul>
<li>share files;</li>
<li>manage access rights for documents;</li>
<li>embed documents on a website;</li>
<li>view and edit files stored on Drive, Box, Dropbox, OneDrive, OwnCloud connected to ONLYOFFICE.</li>
</ul>
</div>
<p>Ansible allows you to install and configure software on several machines at once. This guide describes how to install ONLYOFFICE Docs Community Edition using Ansible.</p>
</div>
</div>
</div>
<h2 id="SystemRequirements">Requirements</h2>
<div class="block_of_step">
<div class="screen_text">
<%--<ul>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Server/Common/SystemRequirements/SysReqs_CPU/SysReqs_CPU.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Server/Common/SystemRequirements/SysReqs_RAM1/SysReqs_RAM1.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Server/Common/SystemRequirements/SysReqs_HDD3/SysReqs_HDD3.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Server/Common/SystemRequirements/SysReqs_Add_Hard/SysReqs_Add_Hard.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Server/Common/SystemRequirements/SysReqs_OS2/SysReqs_OS2.ascx" /></li>
</ul>--%>
<ul>
<li><b>OS</b>: The <a target="_blank" href="https://galaxy.ansible.com/onlyoffice/documentserver">ONLYOFFICE.documentserver</a> Ansible role is used to install and configure ONLYOFFICE Docs on RHEL/CentOS or Debian/Ubuntu servers. This instruction is written for Ubuntu 18.04, 20.04</li>
<li><b>At least two hosts</b>:
<ul>
<li>Ansible control node with Ansible installed and configured.</li>
<li>One or more managed hosts (the machines where you want to install ONLYOFFICE Docs).</li>
</ul>
<p>To easily start working with Ansible, perform three easy steps on the Ansible control node:</p>
<ol>
<li>Install Ansible. You can refer to the <a target="_blank" href="https://docs.ansible.com/ansible/latest/installation_guide/intro_installation.html">official Ansible documentation</a></li>
<li>Create an SSH key pair:
<pre><code>ssh-keygen</code></pre>
</li>
<li>Add a public key to the managed hosts so that the control node can access them via SSH:
<pre><code>ssh-copy-id username@managed_host1
ssh-copy-id username@managed_host2
</code></pre>
</li>
</ol>
</li>
<li><b>Other requirements</b>:
<ul>
<li>ONLYOFFICE Docs requires PostgreSQL, RabbitMQ and Redis server. They will be installed automatically after launching the playbook.</li>
<li>This role requires root access, so either run it in a playbook with a global <code>become: yes</code>, or invoke the role in your playbook:
<pre><code>- hosts: documentserver
roles:
- role: ONLYOFFICE.documentserver
become: yes
</code></pre>
<p>The playbook example provided in Step1 contains <code>become: yes</code> for the ONLYOFFICE.documentserver role.</p>
</li>
</ul>
</li>
</ul>
</div>
</div>
<h2 id="Installing">Installing ONLYOFFICE Docs on Ansible hosts</h2>
<div class="block_of_step">
<div class="screen_text">
<p>The actions below are performed on the Ansible control node. You will need to create a playbook, create a new inventory file or edit the existing one, install all roles specified in the playbook and then launch the playbook.</p>
<h3>Step 1. Create a playbook</h3>
<p>Create a new directory, if necessary:</p>
<pre><code>mkdir ~/playbooks
</code></pre>
<p>Go to the directory:</p>
<div>
<pre><code>cd ~/playbooks
</code></pre>
</div>
<p>Create a new playbook and open it for editing:</p>
<pre><code>nano playbook.yml
</code></pre>
<p>Add the following contents:</p>
<pre><code>- hosts: documentserver
vars:
postgresql_global_config_options:
- option: listen_addresses
value: "*"
- option: unix_socket_directories
value: '{{ postgresql_unix_socket_directories | join(",") }}'
postgresql_hba_entries:
- type: local
database: all
user: postgres
auth_method: peer
- type: local
database: all
user: all
auth_method: peer
- type: host
database: all
user: all
address: 127.0.0.1/32
auth_method: md5
- type: host
database: all
user: all
address: ::1/128
auth_method: md5
- type: host
database: all
user: all
address: 0.0.0.0/0
auth_method: md5
postgresql_databases:
- name: "{{ db_server_name }}"
postgresql_users:
- name: "{{ db_server_user }}"
password: "{{ db_server_pass }}"
rabbitmq_users:
- name: "{{ rabbitmq_server_user }}"
password: "{{ rabbitmq_server_pass }}"
vhost: "{{ rabbitmq_server_vpath }}"
configure_priv: .*
read_priv: .*
write_priv: .*
tags: administrator
rabbitmq_users_remove: []
redis_bind_interface: 0.0.0.0
roles:
- role: geerlingguy.postgresql
- role: onlyoffice.rabbitmq
- role: geerlingguy.redis
- role: onlyoffice.documentserver
become: yes
</code></pre>
<p>Save the file.</p>
<div class="notehelp">The yml files are sensitive to formatting. If you change any values, ensure that you use spacing for indentation and check alignment. You can validate your modified file using any third-party <a target="_blank" href="https://codebeautify.org/yaml-validator">yaml validator</a>.
<p>The ONLYOFFICE roles must be specified in the same register which is used in the commands for installing these roles (see Step 3). I.e. if you specified <code>- role: ONLYOFFICE.documentserver</code> in the playbook, install the role using the <code>ansible-galaxy install ONLYOFFICE.documentserver</code> command, not <code>ansible-galaxy install onlyoffice.documentserver</code></p>
</div>
<h3>Step 2. Create an inventory file</h3>
<p>Create a new inventory file and open it for editing:</p>
<pre><code>nano inventory</code></pre>
<p>Add the following content:</p>
<pre><code>[documentserver]
managed_host1 ansible_user=root
managed_host2 ansible_user=root
managed_host3 ansible_user=root</code></pre>
<p>Replace <code>managed_host1</code>, <code>managed_host2</code>, <code>managed_host3</code>, etc. with actual IP addresses or domain names of managed nodes where you want to install ONLYOFFICE Docs.</p>
<p>Save the file.</p>
<p>Alternatively, you can add this list of hosts to your default <code>/etc/ansible/hosts</code> file.</p>
<div class="notehelp">In the example above, the inventory file is added to the same directory where the playbook was created. If your inventory file is located in a different directory, you will need to specify the full path to the inventory file using the <code>-i</code> parameter when launching the playbook (see Step4).</div>
<h3>Step 3. Install the Ansible Roles for ONLYOFFICE Docs</h3>
<p>Install all roles specified in the playbook using the following commands:</p>
<pre><code>ansible-galaxy install onlyoffice.documentserver</code></pre>
<pre><code>ansible-galaxy install geerlingguy.postgresql</code></pre>
<div class="notehelp">this command will install geerlingguy.postgresql v 3.4, in this case you can get the error with the TASK [geerlingguy.postgresql : Define postgresql_log_dir.] when launching the playbook. To avoid this error, you can remove the role using the following command: <code>ansible-galaxy remove geerlingguy.postgresql</code> and instal a previous version of this role using the following command: <code>ansible-galaxy install geerlingguy.postgresql,3.3.1</code></div>
<pre><code>ansible-galaxy install onlyoffice.rabbitmq</code></pre>
<pre><code>ansible-galaxy install geerlingguy.redis</code></pre>
<h3>Step 4. Run the playbook</h3>
<p>In the directory with the created playbook, run the following command:</p>
<pre><code>ansible-playbook playbook.yml -i inventory</code></pre>
<p>If your inventory file is located in a different directory, you need to specify the full path to the inventory file using the -i parameter. For example, if you add the [documentserver] list to the default hosts file, use the following command: <code>ansible-playbook playbook.yml -i /etc/ansible/hosts</code></p>
<div class="notehelp">if you get the error with the TASK [geerlingguy.postgresql : Ensure PostgreSQL Python libraries are installed.], it can be solved by updating repositories cache on managed hosts with apt-get update. For this purpose, you can create a separate update.yml playbook with the following contents:
<pre><code>- hosts: documentserver
become: true
become_user: root
tasks:
- name: Update apt repo
apt: update_cache=yes</code></pre>
<p>Execute update.yml and then run the playbook.yml again.</p>
</div>
<p>After executing the playbook.yml, ONLYOFFICE Docs with all dependencies will be installed on all managed hosts specified in your inventory file.</p>
</div>
<h2 id="RunningHTTPS">Variables used in the official onlyoffice.documentserver role</h2>
<div class="block_of_step">
<div class="screen_text">
<p>Available role variables are listed below, along with default values (see defaults/main.yml):</p>
<pre><code>db_server_host: localhost
</code></pre>
<p>The IP address or the name of the host where the PostgreSQL server is running.</p>
<pre><code>db_server_name: onlyoffice
</code></pre>
<p>The name of a PostgreSQL database to be created on the image startup.</p>
<pre><code>db_server_user: onlyoffice
</code></pre>
<p>The new user name with superuser permissions for the PostgreSQL account.</p>
<pre><code>db_server_pass: onlyoffice
</code></pre>
<p>The password set for the PostgreSQL account.</p>
<pre><code>package_name: onlyoffice-documentserver
</code></pre>
<p>The package name of the ONLYOFFICE Document Server.</p>
<pre><code>redis_server_host: localhost
</code></pre>
<p>The IP address or the name of the host where the Redis server is running.</p>
<pre><code>redis_server_port: 6379
</code></pre>
<p>The Redis server port number.</p>
<pre><code>rabbitmq_server_host: localhost
</code></pre>
<p>The IP address or the name of the host where the RabbitMQ server is running.</p>
<pre><code>rabbitmq_server_user: guest
</code></pre>
<p>The new user name for the RabbitMQ account.</p>
<pre><code>rabbitmq_server_pass: guest
</code></pre>
<p>The password set for the RabbitMQ account.</p>
<pre><code>rabbitmq_server_vpath: /
</code></pre>
<p>The virtual path for the RabbitMQ server.</p>
<pre><code>proto: http
</code></pre>
<p>The option to add ssl configuration or not.</p>
<pre><code>key_file: "~/certs/tls.key"
</code></pre>
<p>The path to the key file.</p>
<pre><code>cert_file: "~/certs/tls.crt"
</code></pre>
<p>The path to the certificate file.</p>
<pre><code>cluster_mode: false
</code></pre>
<p>The option to enable or disable cluster mode.</p>
<pre><code>start_example: false
</code></pre>
<p>The option for starting example service after installing.</p>
</div>
</div>
</div>
</div>

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@ -39,9 +39,9 @@
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/document-server/document-server.ascx" /></li>
</ul>
</div>
<cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/VariousControls/TranslatorAttention/TranslatorAttention.ascx" />
<p><b>ONLYOFFICE Docs</b> interface is available in <span id="languageEditorsNumber"></span> languages. The list is changing as new translators wish to have <b>ONLYOFFICE Docs</b> in their own language and help us participating in translation. Below is the table of all the languages currently available for <b>ONLYOFFICE Docs</b>:</p>
<table class="table_versionlist talk_pages languages_list_table" id="languagesEditorsTable">
<%--<cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/VariousControls/TranslatorAttention/TranslatorAttention.ascx" />--%>
<p><b>ONLYOFFICE Docs</b> interface is available in <%--<span id="languageEditorsNumber"></span>--%><b>41</b> languages. The list is changing as new translators wish to have <b>ONLYOFFICE Docs</b> in their own language and help us participating in translation. Below is the table of all the languages currently available for <b>ONLYOFFICE Docs</b>:</p>
<table class="table_versionlist talk_pages languages_list_table" <%--id="languagesEditorsTable"--%>>
<thead>
<tr>
<th><span>Language</span></th>
@ -49,9 +49,51 @@
<th><span>Completion Rate<sup>1</sup></span></th>
</tr>
</thead>
<tbody></tbody>
<tbody>
<tr><td><span class="locale_lng language_ar-SA">Arabic - Saudi Arabia</span></td><td>ar-SA</td><td>96%</td></tr>
<tr><td><span class="locale_lng language_hy-AM">Armenian</span></td><td>hy-AM</td><td>76%</td></tr>
<tr><td><span class="locale_lng language_Lt-az-AZ">Azeri - Latin</span></td><td>Lt-az-AZ</td><td>56%</td></tr>
<tr><td><span class="locale_lng language_eu-ES">Basque</span></td><td>eu-ES</td><td>76%</td></tr>
<tr><td><span class="locale_lng language_be-BY">Belarusian</span></td><td>be-BY</td><td>41%</td></tr>
<tr><td><span class="locale_lng language_bg-BG">Bulgarian</span></td><td>bg-BG</td><td>13%</td></tr>
<tr><td><span class="locale_lng language_ca-ES">Catalan</span></td><td>ca-ES</td><td>79%</td></tr>
<tr><td><span class="locale_lng language_zh-CN">Chinese - Simplified</span></td><td>zh-CN</td><td>100%</td></tr>
<tr><td><span class="locale_lng language_zh-TW">Chinese - Traditional</span></td><td>zh-TW</td><td>67%</td></tr>
<tr><td><span class="locale_lng language_cs-CZ">Czech</span></td><td>cs-CZ</td><td>98%</td></tr>
<tr><td><span class="locale_lng language_da-DK">Danish</span></td><td>da-DK</td><td>30%</td></tr>
<tr><td><span class="locale_lng language_nl-NL">Dutch</span></td><td>nl-NL</td><td>54%</td></tr>
<tr><td><span class="locale_lng language_en-US">English</span></td><td>en-US</td><td>100%</td></tr>
<tr><td><span class="locale_lng language_fi-FI">Finnish</span></td><td>fi-FI</td><td>20%</td></tr>
<tr><td><span class="locale_lng language_fr-FR">French</span></td><td>fr-FR</td><td>100%</td></tr>
<tr><td><span class="locale_lng language_de-DE">German</span></td><td>de-DE</td><td>100%</td></tr>
<tr><td><span class="locale_lng language_el-GR">Greek</span></td><td>el-GR</td><td>99%</td></tr>
<tr><td><span class="locale_lng language_hu-HU">Hungarian</span></td><td>hu-HU</td><td>76%</td></tr>
<tr><td><span class="locale_lng language_id-ID">Indonesian</span></td><td>id-ID</td><td>87%</td></tr>
<tr><td><span class="locale_lng language_it-IT">Italian</span></td><td>it-IT</td><td>99%</td></tr>
<tr><td><span class="locale_lng language_ja-JP">Japanese</span></td><td>ja-JP</td><td>99%</td></tr>
<tr><td><span class="locale_lng language_ko-KR">Korean</span></td><td>ko-KR</td><td>76%</td></tr>
<tr><td><span class="locale_lng language_lo-LA">Laotian</span></td><td>lo-LA</td><td>52%</td></tr>
<tr><td><span class="locale_lng language_lv-LV">Latvian</span></td><td>lv-LV</td><td>67%</td></tr>
<tr><td><span class="locale_lng language_ms-MY">Malay</span></td><td>ms-MY</td><td>55%</td></tr>
<tr><td><span class="locale_lng language_nb-NO">Norwegian - Bokmål</span></td><td>nb-NO</td><td>4%</td></tr>
<tr><td><span class="locale_lng language_pl-PL">Polish</span></td><td>pl-PL</td><td>30%</td></tr>
<tr><td><span class="locale_lng language_pt-PT">Portuguese</span></td><td>pt-PT</td><td>74%</td></tr>
<tr><td><span class="locale_lng language_pt-BR">Portuguese - Brazilian</span></td><td>pt-BR</td><td>99%</td></tr>
<tr><td><span class="locale_lng language_ro-RO">Romanian</span></td><td>ro-RO</td><td>100%</td></tr>
<tr><td><span class="locale_lng language_ru-RU">Russian</span></td><td>ru-RU</td><td>100%</td></tr>
<tr><td><span class="locale_lng language_Cy-sr-SP">Serbian - Cyrillic</span></td><td>Cy-sr-SP</td><td>96%</td></tr>
<tr><td><span class="locale_lng language_Lt-sr-SP">Serbian - Latin</span></td><td>Lt-sr-SP</td><td>96%</td></tr>
<tr><td><span class="locale_lng language_si-LK">Sinhala</span></td><td>si-LK</td><td>98%</td></tr>
<tr><td><span class="locale_lng language_sk-SK">Slovak</span></td><td>sk-SK</td><td>53%</td></tr>
<tr><td><span class="locale_lng language_sl-SI">Slovenian</span></td><td>sl-SI</td><td>23%</td></tr>
<tr><td><span class="locale_lng language_es-ES">Spanish</span></td><td>es-ES</td><td>100%</td></tr>
<tr><td><span class="locale_lng language_sv-SE">Swedish</span></td><td>sv-SE</td><td>29%</td></tr>
<tr><td><span class="locale_lng language_tr-TR">Turkish</span></td><td>tr-TR</td><td>69%</td></tr>
<tr><td><span class="locale_lng language_uk-UA">Ukrainian</span></td><td>uk-UA</td><td>34%</td></tr>
<tr><td><span class="locale_lng language_vi-VN">Vietnamese</span></td><td>vi-VN</td><td>6%</td></tr>
</tbody>
</table>
<p class="last_update">Updated: <span id="lastUpdate"></span></p>
<p class="last_update">Updated: <%--<span id="lastUpdate"></span>--%><b>8/1/2024</b></p>
<h2 id="Legend">Legend</h2>
<p style="clear: both;"><b><sup>1</sup> Completion rate</b> given in percent shows the translation performance into one of the available languages. 100% means that everything at your <b>ONLYOFFICE Docs</b> is already translated. 50% means that the half of the <b>ONLYOFFICE Docs</b> interface is still available in English. The completion rate values were rounded up.</p>
<h2 id="Participate">If you want to take part in translation</h2>

View File

@ -0,0 +1,53 @@
<%@ Control Language="C#" Inherits="BaseContentUserControls"%>
<%@ Register Namespace="TeamLab.Controls" Assembly="__Code" TagPrefix="cc" %>
<script runat="server">
protected override void Init()
{
PageTitle = PageCaption = "Connecting MySQL database with SSL/TLS to ONLYOFFICE Docs";
MetaKeyWords = "mysql, ssl, tls, database, editors";
MetaDescription = "Connecting MySQL database with SSL/TLS";
}
</script>
<div class="main_buscall_container dataBackup">
<div class="MainHelpCenter">
<h1 class="subHeaderFeaturesCaption TipsCaption">Connecting MySQL database with SSL/TLS to ONLYOFFICE Docs</h1>
<p>If you want to use secure SSL/TLS connections with MySQL when connecting to ONLYOFFICE Docs, follow these steps:</p>
<ol>
<li>If MySQL is installed with SSL enabled, it provides self-signed certificates in <code>/var/lib/mysql/</code> including the certificate authority <code>ca.pem</code> certificate, server certificates and client certificates: <code>ca-key.pem</code>, <code>ca.pem</code>, <code>client-cert.pem</code>, <code>client-key.pem</code>, <code>private_key.pem</code>, <code>public_key.pem</code>, <code>server-cert.pem</code>, <code>server-key.pem</code>.
<p>To connect via SSL, only <code>ca.pem</code> is required, but for additional protection and establishing trust, it is recommended to use <code>client-cert.pem</code> and <code>client-key.pem</code>. They must be converted to a string, for example, in the following way:</p>
<pre><code>awk 'NF {sub(/\r/, ""); printf "%s\\n",$0;}' ca.pem
awk 'NF {sub(/\r/, ""); printf "%s\\n",$0;}' client-cert.pem
awk 'NF {sub(/\r/, ""); printf "%s\\n",$0;}' client-key.pem
</code></pre>
</li>
<li>
Add the certificate to the document server <code>local.json</code> config:
<pre><code>{
"services": {
"CoAuthoring": {
"sql": {
"type": "mysql",
"dbHost": "onlyoffice.local",
"dbPort": "3306",
"dbName": "onlyoffice",
"dbUser": "onlyoffice",
"dbPass": "onlyoffice",
"mysqlExtraOptions": {
"ssl": {
"ca": "-----BEGIN CERTIFICATE-----\n...ca.pem...\n-----END CERTIFICATE-----\n\n",
"cert": "-----BEGIN CERTIFICATE-----\n...client-cert.pem...-----END CERTIFICATE-----\n\n",
"key": "-----BEGIN RSA PRIVATE KEY-----\n...client-key.pem...\n-----END RSAD RSA PRIVATE KEY-----\n\n"
}
}
...
</code></pre>
</li>
<li>Restart services:
<pre><code>systemctl restart ds-converter ds-docservice ds-example ds-metrics</code></pre>
</li>
</ol>
</div>
</div>

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@ -5,7 +5,7 @@
protected override void Init()
{
PageTitle = PageCaption = "Integrierung anderer Quellen mit den Dokumenten";
MetaKeyWords = "Dateien synchronisieren, Box, OneDrive, Dropbox, Google, andere Quellen";
MetaKeyWords = "Dateien synchronisieren, Google Drive, Box, Dropbox, OneDrive, Nextcloud, ownCloud, SharePoint, OneDrive for Business, kDrive, Yandex Disk, andere Quellen";
MetaDescription = "Dokumente. Synchronisieren Sie die Dateien aus solchen Quellen wie Box, Dropbox, Google, OneDrive, SharePoint mit ONLYOFFICE";
}
</script>
@ -15,31 +15,42 @@
<h1 class="subHeaderFeaturesCaption TipsCaption">Integrierung anderer Quellen mit den Dokumenten</h1>
<div class="keyword_block">
<ul>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/onlyoffice-documents/onlyoffice-documents.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/integrate-box-account/integrate-box-account.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/integrate-dropbox-account/integrate-dropbox-account.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/integrate-google-account/integrate-google-account.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/integrate-skydrive-account/integrate-skydrive-account.ascx" /></li>
</ul>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/onlyoffice-documents/onlyoffice-documents.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/integrate-box-account/integrate-box-account.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/integrate-dropbox-account/integrate-dropbox-account.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/integrate-google-account/integrate-google-account.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/integrate-skydrive-account/integrate-skydrive-account.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/integrate-owncloud-account/integrate-owncloud-account.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/integrate-nextcloud-account/integrate-nextcloud-account.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/integrate-sharepoint-account/integrate-sharepoint-account.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/integrate-kdrive-account/integrate-kdrive-account.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/integrate-yandex-disk-account/integrate-yandex-disk-account.ascx" /></li>
</ul>
</div>
<cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/VariousControls/AddComment/AddComment.ascx" />
<p>Haben Sie Dokumente, die in sonstigen Webquellen wie Box, Dropbox, SharePoint oder Google aufbewahrt werden? Sie können diese mit dem Modul &quot;Dokumente&quot; Ihres Portals in nur ein paar Minuten synchronisieren.</p>
<h2 id="BareBonesInstructions">Handlungsanweisung</h2>
<p>Haben Sie Dokumente in anderen Webressourcen wie <b>Google Drive</b>, <b>Box</b>, <b>Dropbox</b>, <b>OneDrive</b>, <b>Nextcloud</b>, <b>ownCloud</b>, <b>SharePoint</b>, <b>OneDrive for Business</b>, <b>kDrive</b> oder <b>Yandex Disk</b> gespeichert?
Sie können diese mit dem Modul &quot;Dokumente&quot; Ihres Portals in nur ein paar Minuten synchronisieren.</p>
<p>Sie können auch den Dienst <b>DocuSign</b> anbinden, um die Möglichkeit sicherzustellen, Dateien aus dem Modul „Dokumente“ zur elektronischen Signatur an Ihre Portalbenutzer zu senden.</p>
<div class="notehelp">
Ein Administrator mit Vollzugriff oder der Administrator des Moduls <b>Dokumente</b> muss den Umschalter <b>Einstellungen der fremden Services für Benutzer aktivieren</b> im Abschnitt <b>Administratoreinstellungen</b> in der linken Seitenleiste aktivieren, damit die Portalbenutzer Drittanbieter-Clouds in ihren Konten auf dem Portal verbinden können. Wenn diese Einstellung deaktiviert ist, kann der Administrator auch keine Drittanbieter-Clouds im Modul <b>Dokumente</b> verbinden.
</div>
<h2 id="BareBonesInstructions">Handlungsanweisungen</h2>
<p>Führen Sie diese einfachen Schritte aus, um die Dokumente aus anderen Quellen mit ONLYOFFICE zu synchronisieren:</p>
<ol class="instructions">
<li>Öffnen Sie Ihr Portal.</li>
<li>Klicken Sie auf den Link <b>Dokumente</b> auf der Startseite.</li>
<li>Im geöffneten Modul 'Dokumente' klicken Sie auf den Button <img alt="Button Quelle hinzufügen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/auxbutton.png")%>" /> in der linken oberen Ecke und wählen Sie eine der verfügbaren Optionen aus der Liste abhängig von der Quelle, die Sie mit ONLYOFFICE integrieren möchten: 'Box-/Dropbox-/Google-/OneDrive-Konto hinzufügen'. Danach wird ein Fenster geöffnet.
<li>Im geöffneten Modul 'Dokumente' klicken Sie aufs Symbol unter dem Titel 'Konto hinzufügen', das der Ressource, mit der Sie ONLYOFFICE integrieren möchten, entspricht:
Box <img alt="Box icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/TipsTricks/boxicon.png")%>" />,
DropBox <img alt="Dropbox icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/TipsTricks/dboxicon.png")%>" />,
Google <img alt="Google icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/TipsTricks/googleicon.png")%>" />,
OneDrive <img alt="OneDrive icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/TipsTricks/onedriveicon.png")%>" />,
SharePoint <img alt="SharePoint icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/TipsTricks/sharepointicon.png")%>" />.
Oder öffnen Sie die Sektion 'Einstellungen', wählen Sie die Option 'Konten anschließen' und klicken Sie auf 'Box-/DropBox-/Google-/OneDrive-/SharePoint-Konto hinzufügen'.
<p>Danach folgen Sie den unten beschriebenen Anweisungen.</p>
<li>Klicken Sie im geöffneten Modul „Dokumente“ auf eines der Symbole unter der Überschrift „Verbinden“ in der linken Seitenleiste: <b>Google Drive</b>, <b>Box</b>, <b>DropBox</b>, <b>OneDrive</b>, <b>Nextcloud</b> oder <b>Verbinden</b>.
<p><img alt="Connect section" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/TipsTricks/connect.png")%>" /></p>
<p>Oder gehen Sie zum Abschnitt „Einstellungen“ in der linken Seitenleiste, wählen Sie die Option „Verbundene Clouds“ und klicken Sie auf die Schaltfläche <b>Cloud verbinden</b>.</p>
<p>Danach folgen Sie den unten beschriebenen Anweisungen.</p>
<p><b>Google Drive</b><%-- - <a onclick="displayModalPanel('VideoContainer3');">watch video</a>--%></p>
<ol>
<li>Melden Sie sich bei Ihrem Google-Konto an.</li>
<li>Erlauben Sie ONLYOFFICE den Zugriff auf Ihr Konto, indem Sie auf die entsprechende Schaltfläche klicken.</li>
<li>Geben Sie den Titel eines neuen Ordners an, in dem die Dokumente aus Ihrem Google Drive-Konto gespeichert werden, oder belassen Sie die Standardoption unverändert.</li>
<li>Klicken Sie auf die Schaltfläche <b>Speichern</b>.</li>
</ol>
<p><b>Box</b><%-- - <a onclick="displayModalPanel('VideoContainer2');">Video sehen</a>--%></p>
<ol>
<li>Loggen Sie sich in Ihr Box-Konto durch die Eingabe des Logins und Kennworts ein.</li>
@ -53,13 +64,6 @@
<li>Geben Sie den Titel eines neuen Ordners ein, wo die Dokumente aus Ihrem Dropbox-Konto untergebracht werden.</li>
<li>Klicken Sie auf den Button <b>Speichern</b>.</li>
</ol>
<p><b>Google</b><%-- - <a onclick="displayModalPanel('VideoContainer3');">Video sehen</a>--%></p>
<ol>
<li>Loggen Sie sich in Ihr Google-Konto ein.</li>
<li>Klicken Sie auf den Button <b>Zugriff zulassen</b>, damit ONLYOFFICE auf Ihr Google-Konto zugreifen kann.</li>
<li>Geben Sie den Titel eines neuen Ordners ein, wo die Dokumente aus Ihrem Google-Konto untergebracht werden.</li>
<li>Klicken Sie auf den Button <b>Speichern</b>.</li>
</ol>
<p><b>OneDrive</b><%-- - <a onclick="displayModalPanel('VideoContainer4');">watch video</a>--%></p>
<ol>
<li>Loggen Sie sich in Ihr OneDrive-Konto ein.</li>
@ -67,17 +71,57 @@
<li>Geben Sie den Titel eines neuen Ordners ein, wo die Dokumente aus Ihrem OneDrive-Konto untergebracht werden.</li>
<li>Klicken Sie auf den Button <b>Speichern</b>.</li>
</ol>
<p><b>SharePoint</b></p>
<div class="notehelp nh_important"><span class="important_notice_label">Wichtig!</span> <b>OneDrive for Business</b> / <b>SharePoint</b> kann nur unter dem <b>globalen Office 365-Administratorkonto</b> verbunden werden.</div>
<p><b>Nextcloud/ownCloud</b></p>
<ol>
<li>Geben Sie die <b>Verbindungs-URL</b> ein.</li>
<li>Füllen Sie die Felder <b>Login</b> und <b>Kennwort</b> aus.</li>
<li>Geben Sie einen Titel des neuen Ordners, wo sich die Dokumente aus Ihrem SharePoint-Konto befinden werden.</li>
<li>Klicken Sie auf den Button <b>Speichern</b>.</li>
<li>Geben Sie die <b>Verbindungs-URL</b> ein.
<div class="notehelp">Beispielsweise sieht die URL, die den Zugriff auf Ihre <em>Nextcloud</em>-Dateien über WebDAV ermöglicht, so aus: <em>https://yourdomain.com/remote.php/webdav/</em>. Diese URL-Adresse finden Sie folgendermaßen: Melden Sie sich bei Ihrem <em>Nextcloud</em>-Konto an, klicken Sie auf das Symbol <b>Einstellungen</b> in der unteren linken Ecke und kopieren Sie die gesamte URL aus dem Feld <b>WebDAV</b>. Wechseln Sie dann zum ONLYOFFICE-Modul <b>Dokumente</b> und fügen Sie die gesamte kopierte URL-Adresse, einschließlich des Protokolls, in das Feld <b>Verbindungs-URL</b> ein.</div>
</li>
<li>Füllen Sie die Felder <b>Anmelden</b> und <b>Passwort</b> aus.</li>
<li>Geben Sie den Titel eines neuen Ordners an, in dem die Dokumente Ihres Kontos gespeichert werden, oder belassen Sie die Standardoption unverändert.</li>
<li>Klicken Sie auf die Schaltfläche <b>Speichern</b>.</li>
</ol>
<p>Wenn Sie die Schaltfläche <b>Cloud verbinden</b> im Abschnitt „Verbundene Clouds“ oder den Link <b>Verbinden</b> verwenden, werden Ihnen auch andere Optionen angezeigt: <b>SharePoint</b>, <b>OneDrive for Business</b>, <b>ownCloud</b>, <b>kDrive</b>, <b>Yandex.Disk</b>, <b>DocuSign</b> und <b>Anderes Konto</b>. Wenn Sie auf die Schaltfläche <b>OneDrive for Business</b> klicken, werden Sie zum <b>SharePoint</b>-Formular weitergeleitet. Füllen Sie das Formular wie unten beschrieben aus, verwenden Sie jedoch die Anmeldedaten und die Verbindungs-URL von <b>OneDrive for Business</b>.</p>
<p><b>OneDrive for Business</b> / <b>SharePoint</b></p>
<div class="notehelp nh_important"><span class="important_notice_label">Wichtig!</span> <b>OneDrive for Business</b> / <b>SharePoint</b> können nur unter dem <b>Office 365 Global Admin</b>-Konto verbunden werden.</div>
<ol>
<li>Geben Sie die <b>Verbindungs-URL</b> ein.
<div class="notehelp">Die URL-Adresse muss wie folgt aussehen: <em>https://******-my.sharepoint.com/</em>. Die Teile der URL-Adresse, die auf die Top-Level-Domain <em>.com</em> folgen, dürfen nicht angegeben werden.</div>
</li>
<li>Füllen Sie die Felder <b>Anmelden</b> und <b>Passwort</b> aus und geben Sie die Anmeldeinformationen an, die Sie für den Zugriff auf Ihr Office 365-Konto verwenden.</li>
<li>Geben Sie den Titel eines neuen Ordners an, in dem die Dokumente aus Ihrem OneDrive for Business-/SharePoint-Konto gespeichert werden, oder belassen Sie die Standardoption unverändert.</li>
<li>Klicken Sie auf die Schaltfläche <b>Speichern</b>.</li>
</ol>
<p><b>kDrive</b>:</p>
<ol>
<li>Füllen Sie die Felder <b>Anmelden</b> und <b>Passwort</b> aus.</li>
<li>Geben Sie den Titel eines neuen Ordners an, in dem die Dokumente Ihres kDrive-Kontos gespeichert werden, oder belassen Sie die Standardoption unverändert.</li>
<li>Klicken Sie auf die Schaltfläche <b>Speichern</b>.</li>
</ol>
<p><b>Yandex Disk</b></p>
<div class="notehelp nh_important"><span class="important_notice_label">Wichtig!</span> Um eine Verbindung zu Ihrem Yandex-Konto herzustellen, müssen Sie auch ein Anwendungskennwort erstellen. Befolgen Sie bitte <a target="_blank" class="links" href="<%=VirtualPathUtility.ToAbsolute("~/userguides/documents-troubleshooting.aspx#ConnectionIssues_block")%>">diese Anweisungen</a>.</div>
<ol>
<li>Füllen Sie die Felder <b>Anmelden</b> und <b>Passwort</b> aus.</li>
<li>Geben Sie den Titel eines neuen Ordners an, in dem die Dokumente aus Ihrem Yandex Disk-Konto gespeichert werden, oder belassen Sie die Standardoption unverändert.</li>
<li>Klicken Sie auf die Schaltfläche <b>Speichern</b>.</li>
</ol>
<p><b>DocuSign</b></p>
<ol>
<li>Melden Sie sich in einem neuen Fenster bei Ihrem <b>DocuSign</b>-Konto an. Geben Sie dazu Ihre <b>E-Mail-Adresse</b> an und klicken Sie auf die Schaltfläche <b>Weiter</b>. Geben Sie anschließend Ihr <b>Passwort</b> ein und klicken Sie auf die Schaltfläche <b>Anmelden</b>.</li>
<li>Klicken Sie auf die Schaltfläche <b>Akzeptieren</b>, um ONLYOFFICE Zugriff auf Ihr DocuSign-Konto zu gewähren.</li>
</ol>
<p><b>Anderes Konto</b>:</p>
<ol>
<li>Geben Sie die <b>Verbindungs-URL</b> ein.</li>
<li>Füllen Sie die Felder <b>Anmelden</b> und <b>Passwort</b> aus.</li>
<li>Geben Sie den Titel eines neuen Ordners an, in dem die Dokumente Ihres Kontos gespeichert werden, oder belassen Sie die Standardoption unverändert.</li>
<li>Klicken Sie auf die Schaltfläche <b>Speichern</b>.</li>
</ol>
<div class="notehelp">
Mit der Option <b>Anderes Konto</b> können Sie nur ein Konto verbinden, das das WebDAV-Protokoll unterstützt (z. B. ownCloud).
</div>
</li>
</ol>
<p>Das ist alles! Ihre Dokumente werden im angegebenen Ordner im Modul 'Dokumente' Ihres Portals verfügbar sein. Jetzt können Sie:</p>
</ol>
<p>Das ist alles! Ihre Dokumente werden im angegebenen Ordner im Modul 'Dokumente' Ihres Portals verfügbar sein. Jetzt können Sie:</p>
<ul>
<li>die Daten bearbeiten, die auf den oben genannten Services aufbewahrt werden, und zwar direkt im Dokumenteneditor, ohne etwas vorher herunterladen zu müssen;</li>
<li>die Dateien von Google Drive, Dropbox, Box, SharePoint und OneDrive für Ihre Arbeitskollegen freigeben;</li>
@ -85,7 +129,7 @@
<li>die Quellordner an jeden anderen Ort herunterladen.</li>
</ul>
<h2 id="HelpfulHints">Hilfreiche Hinweise</h2>
<h3>Kann ich die Dateien aus einer anderen Quelle in jeder Sektion innerhalb von den Dokumenten unterbringen?</h3>
<h3>Kann ich die Dateien aus einer anderen Quelle in jeder Sektion innerhalb der Dokumente unterbringen?</h3>
<p>Wenn Sie keine Administratorrechte fürs Modul &quot;Dokumente&quot; besitzen, werden alle Dokumente aus der anderen Quelle in der Sektion 'Meine Dokumente' untergebracht.</p>
<p>Als Administrator (mit dem Vollzugriff oder nur fürs Modul &quot;Dokumente&quot;) können Sie die Dateien in der Sektion 'Gemeinsame Dokumente' unterbringen, indem Sie
das Feld &quot;Freigeben und in 'Gemeinsame Dokumente' unterbringen&quot; markieren. Wenn dieses Feld unmarkiert bleibt, werden die Dateien in der Sektion 'Meine Dokumente' untergebracht.</p>

View File

@ -75,6 +75,7 @@
<%--<li><i>Document version updated</i><br />
If you were granted access to a document, you will be notified about changes in it.</li>--%>
</ul>
<p class="note">Edited files get a <code>NEW</code> icon next to them when there are changes that you have not seen yet. If you are mentioned in a comment, you will receive an E-mail notification.</p>
</li>
<li><h5 id="projects">Projects</h5>
<p>This type includes notifications about new comments within project-related discussions, milestones, your tasks, etc.</p>

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<p>Documents are compared <b>by words</b>. If a word contains a change of at least one character (e.g. if a character was removed or replaced), in the result, the difference will be displayed as the change of the entire word, not the character.</p>
<p>The image below illustrates the case when the original file contains the word 'Characters' and the document for comparison contains the word 'Character'.</p>
<p><img alt="Compare documents - method" src="../images/compare_method.png" /></p>
<h4>Difference between comparison and combining</h4>
<p>When <b>comparing</b> documents, the resulting document will be a redlined one. Document comparison is most commonly used to compare an original version and an edited version without the <em>Track Changes</em> feature enabled.</p>
<p>When <b>combining</b> documents, the resulting document will contain all <em>Tracked Changes</em> with their respective authors. If one and the same part of the document has been revised by multiple people, all changes will be displayed simultaneously.</p>
<p>The main difference lies in the <em>Track Changes</em> feature. If it is enabled by all co-authors, then <b>Combining</b> documents is better; if it is disabled, then <b>Comparing</b> documents might be more preferable.</p>
<h4>Authorship of the document</h4>
<p>When the comparison process is launched, the second document for comparison is being loaded and compared to the current one.</p>

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</div>
<h1>Protecting documents with a password</h1>
<p>You can protect your documents with a password that is required to enter the editing mode by your co-authors. The password can be changed or removed later on.</p>
<p>You can protect your documents with a password that is required to enter the editing mode by your co-authors. The password can be changed or removed later on. The document will remain protected in third-party editors.</p>
<p class="note">The password cannot be restored if you lose or forget it. Please keep it in a safe place.</p>
<p>You can also protect your documents by restricting access rights.</p>

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@ -16,7 +16,7 @@
</div>
<h1>Version history</h1>
<p>The <a href="https://www.onlyoffice.com/en/document-editor.aspx" target="_blank" onclick="onhyperlinkclick(this)"><b>Document Editor</b></a> allows you to maintain a constant team-wide approach to work flow: <a href="https://helpcenter.onlyoffice.com/userguides/groups-guides-documents-share-documents.aspx" onclick="onhyperlinkclick(this)">share</a> files and folders, <a href="../HelpfulHints/CollaborativeEditing.htm" onclick="onhyperlinkclick(this)">collaborate</a> on documents in real time, <a href="../HelpfulHints/Communicating.htm" onclick="onhyperlinkclick(this)">communicate</a> right in the editor, <a href="../HelpfulHints/Commenting.htm" onclick="onhyperlinkclick(this)">comment</a> certain parts of your documents that require additional third-party input, <a href="../HelpfulHints/Review.htm" onclick="onhyperlinkclick(this)">review</a> documents and add your changes without actually editing the file, <a href="../HelpfulHints/Comparison.htm" onclick="onhyperlinkclick(this)">compare and merge</a> documents to facilitate processing and editing.</p>
<p>In <b>Document Editor</b>, you can view the version history of the document you collaborate on.</p>
<p>In <b>Document Editor</b>, you can view the version history of the document you collaborate on. The versions are stored separately and can be viewed individually, so there cannot be a conflict.</p>
<p><b>Viewing version history:</b></p>
<p>To view all the changes made to the document,</p>
<ul>

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</div>
<p>To open the folder, where the file is stored, <span class="onlineDocumentFeatures"> in a new browser tab in the <em>online editor</em></span> <span class="desktopDocumentFeatures">in the file explorer window in the <em>desktop editor</em>,</span> click the <span class="icon icon-gotodocuments"></span> <b>Open file location</b> icon on the right side of the editor header. Alternatively, you can switch to the <b>File</b> tab on the top toolbar and select the <b>Open file location</b> option.</p>
<p>ONLYOFFICE offers a form gallery where you can find templates in different languages and download them directly onto your hard drive. The gallery is constantly updated, and you can participate and upload your own templates. Currently, the gallery is available for <a href="https://helpcenter.onlyoffice.com/userguides/docspace-index.aspx" target="_blank">ONLYOFFICE DocSpace</a> and for ONLYOFFICE Desktop Editors.</p>
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<h1>Commenting</h1>
<p>The <a target="_blank" href="https://www.onlyoffice.com/presentation-editor.aspx" onclick="onhyperlinkclick(this)"><b>Presentation Editor</b></a> allows you to maintain constant team-wide approach to work flow: <a href="https://helpcenter.onlyoffice.com/userguides/groups-guides-documents-share-documents.aspx" onclick="onhyperlinkclick(this)">share</a> files and folders, <a href="../HelpfulHints/CollaborativeEditing.htm" onclick="onhyperlinkclick(this)">collaborate</a> on presentations in real time, <a href="../HelpfulHints/UsingChat.htm" onclick="onhyperlinkclick(this)">communicate</a> right in the editor, save <a href="../HelpfulHints/VersionHistory.htm" onclick="onhyperlinkclick(this)">presentation versions</a> for future use.</p>
<p>In <b>Presentation Editor</b> you can leave comments to the content of presentations without actually editing it. Unlike <a href="../HelpfulHints/UsingChat.htm" onclick="onhyperlinkclick(this)">chat messages</a>, the comments stay until deleted.</p>
<p>Added comments will remain in third-party editors.</p>
<h3>Leaving comments and replying to them</h3>
<p>To leave a comment to a certain object (text box, shape, etc.):</p>
<ol>

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@ -16,7 +16,7 @@
</div>
<h1>Protecting presentations with a password</h1>
<p>You can protect your presentations with a password that is required to enter the editing mode by your co-authors. The password can be changed or removed later on.</p>
<p>You can protect your presentations with a password that is required to enter the editing mode by your co-authors. The password can be changed or removed later on. The presentation will remain protected in third-party editors.</p>
<p class="note">The password cannot be restored if you lose or forget it. Please keep it in a safe place.</p>
<h2>Setting a password</h2>

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</div>
<p>To open the folder where the file is stored <span class="onlineDocumentFeatures"> in a new browser tab in the <em>online version</em>,</span> <span class="desktopDocumentFeatures">in the file explorer window in the <em>desktop version</em>,</span> click the <span class="icon icon-gotodocuments"></span> <b>Open file location</b> icon on the right side of the editor header. Alternatively, you can switch to the <b>File</b> tab of the top toolbar and select the <b>Open file location</b> option.</p>
<p>ONLYOFFICE offers a form gallery where you can find templates in different languages and download them directly onto your hard drive. The gallery is constantly updated, and you can participate and upload your own templates. Currently, the gallery is available for <a href="https://helpcenter.onlyoffice.com/userguides/docspace-index.aspx" target="_blank">ONLYOFFICE DocSpace</a> and for ONLYOFFICE Desktop Editors.</p>
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@ -17,6 +17,7 @@
<h1>Commenting</h1>
<p>The <a target="_blank" href="https://www.onlyoffice.com/spreadsheet-editor.aspx" onclick="onhyperlinkclick(this)"><b>Spreadsheet Editor</b></a> allows you to maintain constant team-wide approach to work flow: <a href="https://helpcenter.onlyoffice.com/userguides/groups-guides-documents-share-documents.aspx" onclick="onhyperlinkclick(this)">share</a> files and folders, <a href="../HelpfulHints/CollaborativeEditing.htm" onclick="onhyperlinkclick(this)">collaborate</a> on spreadsheets in real time, <a href="../HelpfulHints/Communicating.htm" onclick="onhyperlinkclick(this)">communicate</a> right in the editor, save <a href="../HelpfulHints/VersionHistory.htm" onclick="onhyperlinkclick(this)">spreadsheet versions</a> for future use.</p>
<p>In <b>Spreadsheet Editor</b> you can leave comments to the content of spreadsheets without actually editing it. Unlike <a href="../HelpfulHints/Communicating.htm" onclick="onhyperlinkclick(this)">chat messages</a>, the comments stay until deleted.</p>
<p>Added comments will remain in third-party editors.</p>
<h3>Leaving comments and replying to them</h3>
<p>To leave a comment,</p>
<ol>

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@ -72,6 +72,7 @@
</div>
<p>To open the folder, where the file is stored <span class="onlineDocumentFeatures">, in a new browser tab in the <em>online version</em> or </span> <span class="desktopDocumentFeatures">in the file explorer window in the <em>desktop version</em>,</span> click the <span class="icon icon-gotodocuments"></span> <b>Open file location</b> icon on the right side of the editor header. Alternatively, you can switch to the <b>File</b> tab on the top toolbar and select the <b>Open file location</b> option.</p>
<p>ONLYOFFICE offers a form gallery where you can find templates in different languages and download them directly onto your hard drive. The gallery is constantly updated, and you can participate and upload your own templates. Currently, the gallery is available for <a href="https://helpcenter.onlyoffice.com/userguides/docspace-index.aspx" target="_blank">ONLYOFFICE DocSpace</a> and for ONLYOFFICE Desktop Editors.</p>
</div>
</body>
</html>

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@ -16,7 +16,7 @@
</div>
<h1>Protecting spreadsheets with a password</h1>
<p>You can control access to a spreadsheet by setting a password that is required to enter the editing mode by your co-authors. The password can be changed or removed later on. There are two ways to password protect your spreadsheet: using the <b>Protection</b> tab or the <b>File</b> tab.</p>
<p>You can control access to a spreadsheet by setting a password that is required to enter the editing mode by your co-authors. The password can be changed or removed later on. The spreadsheet will remain protected in third-party editors. There are two ways to password protect your spreadsheet: using the <b>Protection</b> tab or the <b>File</b> tab.</p>
<p class="note">The password cannot be restored if you lose or forget it. Please keep it in a safe place.</p>
<h2>Setting a password using the Protection tab.</h2>
<ul>

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