|
2 | 2 | Microsoft Azure sign-in authentication |
3 | 3 | ====================================== |
4 | 4 |
|
5 | | -Due to specific requirements in Azure's OAuth implementation, Microsoft Azure OAuth identification |
6 | | -is NOT compatible with Odoo at the moment. |
| 5 | +The Microsoft Azure OAuth sign-in authentication is a useful function that allows Odoo users to sign |
| 6 | +in to their database with their Microsoft Azure account. |
| 7 | + |
| 8 | +This is particularly helpful if the organization uses Azure Workspace, and wants employees within |
| 9 | +the organization to connect to Odoo using their Microsoft Accounts. |
| 10 | + |
| 11 | +.. warning:: |
| 12 | + Databases hosted on Odoo.com should not use Oauth login for the owner or administrator of the |
| 13 | + database as it would unlink the database from their Odoo.com account. If Oauth is set up for that |
| 14 | + user, the database will no longer be able to be duplicated, renamed or otherwise managed from |
| 15 | + the Odoo.com portal. |
| 16 | + |
7 | 17 |
|
8 | 18 | .. seealso:: |
9 | 19 | - :doc:`../../productivity/calendar/outlook` |
10 | 20 | - :doc:`/administration/maintain/azure_oauth` |
| 21 | + |
| 22 | +Configuration |
| 23 | +============= |
| 24 | + |
| 25 | +The integration of the Microsoft sign-in function requires configuration both on Microsoft and Odoo. |
| 26 | + |
| 27 | +Odoo System Parameter |
| 28 | +--------------------- |
| 29 | + |
| 30 | +First activate the :ref:`developer mode <developer-mode>`, and then go to :menuselection:`Settings |
| 31 | +--> Technical --> System Parameters`. |
| 32 | + |
| 33 | +Add in the following system parameter: `auth_oauth.authorization_header` and set the value to |
| 34 | +`1`. |
| 35 | + |
| 36 | +Microsoft Azure dashboard |
| 37 | +------------------------- |
| 38 | + |
| 39 | +Create a new application |
| 40 | +~~~~~~~~~~~~~~~~~~~~~~~~ |
| 41 | + |
| 42 | +To get started, go to `Microsoft's Azure Portal <https://portal.azure.com/>`_. Log in with the |
| 43 | +:guilabel:`Microsoft Outlook Office 365` account if there is one, otherwise log in with the |
| 44 | +personal :guilabel:`Microsoft account`. A user with administrative access to the Azure Settings |
| 45 | +will need to connect and perform the following configuration. Next, navigate to the section |
| 46 | +labeled :guilabel:`Manage Azure Active Directory`. |
| 47 | + |
| 48 | +Now, click on :guilabel:`Add (+)`, located in the top menu, and then select :guilabel:`App |
| 49 | +registration`. On the :guilabel:`Register an application` screen, rename the :guilabel:`Name` to |
| 50 | +`Odoo` or something recognizable. Under the :guilabel:`Supported account types` either the selection |
| 51 | +for personal accounts or enterprise access (only users from the companies directory) can be |
| 52 | +selected. To include both select :guilabel:`Accounts in any organizational directory (Any Azure AD |
| 53 | +directory - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)`. |
| 54 | + |
| 55 | +Under the :guilabel:`Redirect URL` section, select :guilabel:`Web` as the platform, and then input |
| 56 | +`https://<odoo base url>/auth_oauth/signin` in the :guilabel:`URL` field. The Odoo base |
| 57 | +:abbr:`URL (Uniform Resource Locator)` is the canonical domain at which your Odoo instance can be |
| 58 | +reached (e.g. mydatabase.odoo.com if you are hosted on Odoo.com) in the :abbr:`URL (Uniform Resource |
| 59 | +Locator)` field. Then, click :guilabel:`Register` and the application is created. |
| 60 | + |
| 61 | +Authentication |
| 62 | +~~~~~~~~~~~~~~ |
| 63 | + |
| 64 | +Edit the new app's authentication by clicking on :guilabel:`Authentication` after being redirected |
| 65 | +to the application's settings from the previous step. |
| 66 | + |
| 67 | +Select the *tokens* that should be issued by the authorization endpoint by scrolling down the screen |
| 68 | +and check the boxes labeled: :guilabel:`Access tokens (used for implicit flows)` and :guilabel:`ID |
| 69 | +tokens (used for implicit and hybrid flows)`. |
| 70 | + |
| 71 | +.. image:: azure/authentication-tokens.png |
| 72 | + :align: center |
| 73 | + :alt: Authentication settings and endpoint tokens. |
| 74 | + |
| 75 | +Click :guilabel:`Save` to ensure these settings are saved. |
| 76 | + |
| 77 | +Gathering credentials |
| 78 | +~~~~~~~~~~~~~~~~~~~~~ |
| 79 | + |
| 80 | +Next, click on the :guilabel:`Overview` menu item in the left hand column. Select and copy the |
| 81 | +:guilabel:`Application (client) ID`. Paste this credential to a clipboard/notepad as this credential |
| 82 | +will be used in the Odoo configuration later. |
| 83 | + |
| 84 | +After finishing this step, click on :guilabel:`Endpoints` on the top menu and click the *copy icon* |
| 85 | +next to :guilabel:`OAuth 2.0 authorization endpoint (v2)`. |
| 86 | + |
| 87 | +The value should equal `https://login.microsoftonline.com/common/oauth2/v2.0/authorize`. Replace the |
| 88 | +`common` with the :guilabel:`Directory (tenant) ID` under the :guilabel:`Essentials` section of the |
| 89 | +Overview page. |
| 90 | + |
| 91 | +.. example:: |
| 92 | + Should the :guilabel:`Directory (tenant) ID` be equal to `6729e9df-afbb-4522-a876-e1408d416396` |
| 93 | + then the new value of the :guilabel:`OAuth 2.0 authorization endpoint (v2)` :abbr:`URL (Uniform |
| 94 | + Resource Locator)` should be: |
| 95 | + `https://login.microsoftonline.com/6729e9df-afbb-4522-a876-e1408d416396/oauth2/v2.0/authorize`. |
| 96 | + |
| 97 | +.. image:: azure/overview-azure-app.png |
| 98 | + :align: center |
| 99 | + :alt: Application ID and OAuth 2.0 authorization endpoint (v2) credentials. |
| 100 | + |
| 101 | +Odoo setup |
| 102 | +---------- |
| 103 | + |
| 104 | +Navigate to :menuselection:`Settings --> Integrations --> Oauth Authentication` and check the box to |
| 105 | +activate the Oauth login feature. Click :guilabel:`Save` to ensure the progress is saved. Sign into |
| 106 | +database once the login screen loads. |
| 107 | + |
| 108 | +Navigate back to :menuselection:`Settings --> Integrations --> Oauth Authentication` and click on |
| 109 | +:guilabel:`Oauth Providers`. Next, select :guilabel:`New` and name the provider `Azure`. |
| 110 | + |
| 111 | +Paste the :guilabel:`Application (client) ID` from the previous section into the :guilabel:`Client |
| 112 | +ID` field. After completing this, paste the new :guilabel:`OAuth 2.0 authorization endpoint (v2)` |
| 113 | +value into the :guilabel:`authorization URL` field. |
| 114 | + |
| 115 | +For the :guilabel:`UserInfo URL` field, paste the following :abbr:`URL (Uniform Resource Locator)`: |
| 116 | +`https://graph.microsoft.com/oidc/userinfo` |
| 117 | + |
| 118 | +In the :guilabel:`Scope` field, paste the following value: `openid profile email`. Next, the |
| 119 | +Windows logo can be used as the CSS class by entering the following value (`fa-fw fa-windows`) in |
| 120 | +the :guilabel:`CSS class` field. |
| 121 | + |
| 122 | +Check the box next to the :guilabel:`Allowed` field to enable the Oauth provider. Finally add |
| 123 | +`Microsoft Azure Login` to the :guilabel:`Login button label` field. |
| 124 | + |
| 125 | +.. image:: azure/odoo-provider-settings.png |
| 126 | + :align: center |
| 127 | + :alt: Odoo provider setup in the Settings application. |
| 128 | + |
| 129 | +:guilabel:`Save` the changes should this step be required by the version of Odoo. |
| 130 | + |
| 131 | +User experience flows |
| 132 | +--------------------- |
| 133 | + |
| 134 | +To sign-in using the Microsoft Azure Oauth provider navigate to the Odoo database login page and |
| 135 | +click on the option labeled :guilabel:`Microsoft Azure Login`. The page will redirect to the |
| 136 | +Microsoft login page. |
| 137 | + |
| 138 | +.. image:: azure/odoo-login.png |
| 139 | + :align: center |
| 140 | + :alt: Microsoft Outlook login page. |
| 141 | + |
| 142 | +Enter the :guilabel:`Microsoft Email Address` and click :guilabel:`Next`. Follow the process to |
| 143 | +sign-in to the account. Should :abbr:`2FA (Two Factor Authentication)` be turned on an extra step may |
| 144 | +be required. |
| 145 | + |
| 146 | +.. image:: azure/login-next.png |
| 147 | + :align: center |
| 148 | + :alt: Enter Microsoft login credentials. |
| 149 | + |
| 150 | +Finally after logging into the account the page will redirect to a permissions page where the user |
| 151 | +will be prompted to :guilabel:`Accept` the conditions that the Odoo application will access their |
| 152 | +Microsoft information. |
| 153 | + |
| 154 | +.. image:: azure/accept-access.png |
| 155 | + :align: center |
| 156 | + :alt: Accept Microsoft conditions for permissions access to your account information. |
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