You can view and edit Drive documents using both external third-party services and the integrated Bitrix24 viewer.
Attention! For the feature to work correctly in a network with restricted access, you must add the following exceptions to firewall: https://oo-proxy-de.bitrix.info/ Port: 443, https://oo-de-01.bitrix24.com/ Port: 443.
Viewing using Bitrix24
In general, files are viewed using the internal viewing tool provided by Bitrix24. Available file formats pdf, mp3,txt, php, css, html, some video files in formats mp4 and mov, as well as images of all formats are viewed only locally. When you activate the option
Enable document editing using external services (Google Docs, MS Office Online etc.)
in the Drive module settings, an external service is used for viewing all the rest of document formats. Select such tool from the
list
.
Files are converted in the Bitrix24 Cloud service. Such files are not stored at the server, but only converted. Additionally, such files are sent without any user data and information on file destination are not saved.
You can configure the document viewer employed in Bitrix24 at the page Settings > Account Settings. In such case, the documents doc, xls, ppt will also going to be viewed and edited locally.
Using Bitrix24.Docs
Starting from Drive 21.800.0 module version you can work with documents using the new service with expanded collaboration features - Bitrix24.Docs.
You can connect the service at Settings > System Settings > Module Settings > Drive, by clicking the button :
Attention!
Connecting and working with Bitrix24.Docs is only possible, if your site is available for "external" connections.
To ensure this, proceed Main/Kernel module settings ( Settings > System Settings > Module Settings > Kernel) and indicate the correct
site address
.
Next, select the server and click Register
After the page reloads, Bitrix24.Docs is now connected.
Limit on the number of simultaneously edited documents
This limit works as follows:
A unique pair of User+Document is registered. There can be no more than 10 of such unique pairs.
A user receives the message on reaching the limit when attempting to open any document, if, for example:
Single user have already opened 10 various documents.
10 various users has opened a single document.
Five users have opened a single document and simultaneously the same 5 users have opened another document.
When users exit the document or when document is closed, the limit is reset.
To avoid critical errors (for example, when customer account responded incorrectly to Bitrix24.Docs queries after opening a document), current session is automatically closed after 8-hour period.
Document handling via Google Docs
The following is required to configure document handling via Google Docs:
get authorized in Google and configure Google Settings in the Social Website Integration module.
go to the Library menu and find the option
Google Drive API
either via quick search or from the Popular API list.
enable
Google Drive API
and
Gmail API
via the Enable button.
activate the option
Enable document editing using external services (Google Docs, MS Office Online etc.)
in the Drive module settings (Settings > System Settings > Module Settings > Drive).
Solution for Google verification issues
One of the advantages of Bitrix24 Self-hosted (Difference between Cloud & Self-hosted (On-Premise)) is the option to install a hoster on the selected server or in the local intranet. However, Google Docs - is an online server (cloud service, SaaS). It is available from the Internet, that's why its security policy is continuously corrected and becomes more stringent. Due to this, you can receive a request for verification of your application (Bitrix24 account) when configuring external authorization.
There are two options for resolving this situation:
Variant 1. You may skip verification procedure. Then, each time you'll have to go via the link Additional settings and grant permission for access.
Variant 2. Verify your application. The following is required:
complete the verification at the tab OAuth consent screen. Indicate your application (Bitrix24 account) data inside the form - name, logo, techsupport URL.
- https://www.googleapis.com/auth/userinfo.email and https://www.googleapis.com/auth/userinfo.profile - used for basic authentication and Google account association with Bitrix24 account
- https://www.googleapis.com/auth/calendar - used for Bitrix24 calendar integration with Google Calendar
- https://www.googleapis.com/auth/drive - used for uploading Google Drive files to Bitrix24 and for editing Bitrix24 documents in Google Docs.
- https://mail.google.com/ и email - used for handling email web interface inside Bitrix24.
Even if you aren't using the abovelisted features and options at the Bitrix24 On premise account, it's recommended to indicate all options to avoid repeated verification. In case you have your own custom Google API-based extras for Bitrix24 On-premise, they must be included and described in this list as well.
After the from was completed, please wait for the Google tech support response. It usually takes 2-3 business days. Google tech support can send you instructions about what must be modified or configured at the site to enable use of your OAuth-application.
Example of Google tech support manual
Dear Developer,
Thank you for submitting an OAuth App Verification request.
It appears that your homepage URL https://mysite.com/ is a login screen, which restricts public access to your app's information and intent. Google requires that your homepage accurately represents your app’s identity to users. If your app requires a log in, we recommend that you place the limited access sign-in procedure on a separate web page.
If your app is meant to be available to the public, please make sure that your app’s homepage URL features content associated with your brand, accurately represents your true identity, and clearly describes the functionality of your app.
If you need to update the homepage URL linked to your OAuth Consent Screen, you can do the following:
Sign-in to Google Cloud Console
Select the project ID: my_site_com
Go to Credentials on OAuth consent screen
Enter the homepage URL
Click Submit
If your app is meant to be internal, please let us know by replying to this email. We will then close your case so that you are able to update your project from public to internal.
To update your project fr om public to internal:
Sign-in to Google Cloud Console
Select the project ID: my_site_com
Go to Credentials on OAuth consent screen
Go to Application Type
Select Internal
Click Save
In addition, you will need to associate your project with your organization:
If you have not already done so, create an Organization by following the Quickstart Using Organizations instructions.
Migrate the project into the organization you created as shown in Migrating Existing Projects into the Organization.
Once you have associated your project with your organization, you and the project users in your organization can use the app to directly access OAuth scopes. No verification will be required.
Please reply to this email once you have made the appropriate updates to your site and/or your OAuth Consent Screen so that we may continue with the verification process. Note that any new email sent to api-oauth-dev-verification@google.com will not be received by our team.
You can find more information in the OAuth Application Verification FAQ. If you have additional questions, please respond to this email.
If Google tech support start strongly require to transition from the scope https://mail.google.com/ to https://www.googleapis.com/auth/gmail.readonly, you can respond that such option is unavailable to you, because web interface operates using IMAP protocol only, which requires token with scope https://mail.google.com/.
After confirmation all must be operational; however, a repeated verification may be required in the future, if Google will update the app settings, or if Bitrix24 will issue new Google integration features. That's why it's better to save data for completed form, to avoid composing them again in the future.
Configuring document handling via MS Office365 for Business
Enter or create personal account
Office365
Starting from April 2020 the cloud-based Office365 application for online working with Word, Excel, PowerPoint and etc. is called Microsoft 365. This lesson uses both these names equally.
(xxxx@xxxx.onmicrosoft.com) with subscription for Office365 for business.
Configure Office365 Settings in the Social Network module.
Activate the option
Enable document editing using external services (Google Docs, MS Office Online etc.)Drive module settings (Settings > System Settings > Module Settings > Drive).
With enabled Document Library module
Option
Activate document editing via external services (Google Docs, MS Office Web Apps and others)
located in the Document Library module settings (Settings > System Settings > Module Settings > Document Library).
Handling document via MS Office Online
Enter or createLive ID - Microsoft account for standard (non-corporate) users.
Configure Live ID Settings in the Social Network module.
Activate the option
Enable document editing using external services (Google Docs, MS Office Online etc.)
in the Drive module settings ( Settings > System Settings > Module Settings > Drive ).