Merge pull request #1 from jasonMPM/updates-to-files
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267
README.md
267
README.md
@@ -45,89 +45,244 @@ docker-compose --env-file .env up -d --build
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---
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## Google Workspace Setup (One-Time)
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## Part 1 — Google Cloud Console Setup
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### 1. Create GCP Project & Enable APIs
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1. Go to https://console.cloud.google.com → New Project
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2. Enable **Admin SDK API** and **Gmail API**
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This section walks through creating the service account and downloading the key
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that allows the app to impersonate users in your Google Workspace domain.
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### 2. Create Service Account
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1. APIs & Services → Credentials → Create Credentials → Service Account
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2. Name it `email-sig-manager` → Create
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3. Open the service account → Keys tab → Add Key → JSON
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4. Save the downloaded file as `sa.json`
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5. Place it at: `secrets/sa.json` on the Docker host (mounted as a volume, never in git)
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### Step 1 — Create a Google Cloud Project
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### 3. Enable Domain-Wide Delegation
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1. Edit the service account → check **Enable Google Workspace Domain-wide Delegation** → Save
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2. Note the **Client ID** (long numeric string)
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1. Open https://console.cloud.google.com and sign in with your Google Workspace admin account
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2. Click the **project dropdown** in the top navigation bar (next to the Google Cloud logo)
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3. Click **New Project** in the top right of the dialog
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4. Enter a project name: `email-sig-manager`
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5. Leave the organization as your Workspace domain → click **Create**
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6. Wait a few seconds, then select the new project from the dropdown to make it active
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### 4. Authorize Scopes in Google Admin
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1. Go to https://admin.google.com
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2. Security → Access and data control → API controls → Manage Domain Wide Delegation
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3. Add new entry:
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- **Client ID:** *(your service account client ID)*
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- **OAuth Scopes:**
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> **Note:** If your org already has a GCP project you prefer to use, you can skip
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> project creation and just enable the APIs inside the existing project.
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---
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### Step 2 — Enable Required APIs
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The app needs two Google APIs enabled in your project.
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**Enable Admin SDK API:**
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1. In the GCP Console, go to **APIs & Services → Library** (left sidebar)
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2. Search for `Admin SDK API`
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3. Click the result → click **Enable**
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**Enable Gmail API:**
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1. Go back to **APIs & Services → Library**
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2. Search for `Gmail API`
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3. Click the result → click **Enable**
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Both should now show as **Enabled** under **APIs & Services → Enabled APIs & Services**.
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---
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### Step 3 — Create the Service Account
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1. In the left sidebar, go to **IAM & Admin → Service Accounts**
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2. Click **+ Create Service Account** at the top
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3. Fill in the details:
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- **Service account name:** `email-sig-manager`
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- **Service account ID:** will auto-fill as `email-sig-manager`
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- **Description:** `Email signature push service for Google Workspace`
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4. Click **Create and Continue**
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5. On the "Grant this service account access to project" step — **skip this, click Continue**
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6. On the "Grant users access" step — **skip this too, click Done**
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You will land back on the service accounts list and see your new account listed.
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---
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### Step 4 — Enable Domain-Wide Delegation on the Service Account
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1. Click the service account name (`email-sig-manager`) in the list to open it
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2. Click the **Edit** button (pencil icon) at the top
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3. Scroll down to find **"Show advanced settings"** — click it to expand
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4. Check the box for **"Enable Google Workspace Domain-wide Delegation"**
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5. Enter a product name for the consent screen if prompted (e.g., `Email Signature Manager`)
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6. Click **Save**
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After saving, return to the service account detail page. You should now see a
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**"Domain-wide delegation"** line showing a **Client ID** (a long numeric string,
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e.g., `112233445566778899`). **Copy this Client ID** — you will need it in Part 2.
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---
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### Step 5 — Download the Service Account JSON Key
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1. On the service account detail page, click the **Keys** tab
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2. Click **Add Key → Create New Key**
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3. Select **JSON** as the key type → click **Create**
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4. The key file downloads automatically to your computer
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5. **Rename the file to `sa.json`**
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6. Store it securely — this file grants impersonation access to all users in your domain
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> This file goes in the `secrets/` folder on your Unraid host. It is gitignored
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> and must never be committed to GitHub.
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---
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## Part 2 — Google Admin Console Authorization
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This section delegates authority to the service account inside Google Admin,
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allowing it to impersonate users and update their Gmail signatures.
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### Step 6 — Authorize the Service Account in Google Admin
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1. Open a new tab and go to https://admin.google.com
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2. Sign in with your **Google Workspace super admin** account
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3. In the left sidebar, navigate to:
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**Security → Access and data control → API controls**
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4. On the API controls page, click **Manage Domain Wide Delegation**
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5. Click **Add new** to add a new authorized client
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Fill in the form:
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- **Client ID:** Paste the numeric Client ID you copied in Step 4
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(find it again at GCP Console → IAM & Admin → Service Accounts → your account → Details)
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- **OAuth Scopes:** Paste the following exactly, as one comma-separated line:
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```
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https://www.googleapis.com/auth/admin.directory.user.readonly,https://www.googleapis.com/auth/gmail.settings.basic
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```
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6. Click **Authorize**
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> If you receive an error saying "client ID not found", wait 2–3 minutes after
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> enabling domain-wide delegation in Step 4 and try again — GCP propagation
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> can take a moment.
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---
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## Unraid Deployment
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### Step 7 — Verify the Authorization
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1. After clicking Authorize you should see the new entry in the list
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2. Click **View details** next to your entry
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3. Confirm both scopes are listed:
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- `https://www.googleapis.com/auth/admin.directory.user.readonly`
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- `https://www.googleapis.com/auth/gmail.settings.basic`
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4. If a scope is missing, click **Edit**, re-enter the full comma-separated scope string, and click **Authorize** again
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> **Multi-party approval note:** If your Google Workspace org has multi-party
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> approval enabled for admin actions, another super admin will need to approve
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> this delegation before it takes effect.
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---
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## Part 3 — Unraid Deployment
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### Step 8 — Clone the Repository
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SSH into your Unraid server or use the Unraid terminal:
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### 1. Clone the repo
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```bash
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cd /mnt/user/appdata
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git clone https://github.com/YOURUSERNAME/email-sig-manager.git
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cd email-sig-manager
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```
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### 2. Place the service account key
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### Step 9 — Place the Service Account Key
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Copy `sa.json` (downloaded in Step 5) into the `secrets/` folder:
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```bash
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# Copy sa.json to the secrets folder (NOT tracked by git)
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cp /path/to/sa.json secrets/sa.json
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# From your PC to Unraid (run this on your PC):
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scp sa.json root@UNRAID-IP:/mnt/user/appdata/email-sig-manager/secrets/sa.json
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```
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### 3. Add your company logo
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Or copy it via your Unraid SMB share using Windows Explorer:
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```
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public/assets/logo.png
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\\UNRAID-IP\appdata\email-sig-manager\secrets\
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```
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### 4. Add container in Unraid Docker UI
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- **Repository:** *(or build from path)*
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- **Port:** Map host port → `3000`
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- **Volumes:**
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- `/mnt/user/appdata/email-sig-manager/secrets` → `/app/secrets`
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- `/mnt/user/appdata/email-sig-manager/data` → `/app/data`
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- `/mnt/user/appdata/email-sig-manager/public/assets` → `/app/public/assets`
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- **Variables:** Add all variables from the table above
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### Step 10 — Add Your Company Logo
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Place your logo file at:
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```
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/mnt/user/appdata/email-sig-manager/public/assets/logo.png
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```
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Recommended: PNG, transparent background, 160×160px or smaller.
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### Step 11 — Configure Container in Unraid Docker UI
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1. In the Unraid web UI, go to **Docker → Add Container**
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2. Set the following:
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- **Name:** `email-sig-manager`
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- **Repository:** *(leave blank if building locally — use the path method below)*
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- **Network Type:** Bridge
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**Add these Volume mappings:**
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| Container Path | Host Path |
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| `/app/secrets` | `/mnt/user/appdata/email-sig-manager/secrets` |
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| `/app/data` | `/mnt/user/appdata/email-sig-manager/data` |
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| `/app/public/assets` | `/mnt/user/appdata/email-sig-manager/public/assets` |
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**Add these Port mapping:**
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| Container Port | Host Port |
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| `3000` | `3000` *(or any open port)* |
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**Add these Variables** (click Add Variable for each):
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| Name | Value |
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| `GOOGLE_ADMIN_EMAIL` | `admin@messagepointmedia.com` |
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| `GOOGLE_CUSTOMER_ID` | `my_customer` |
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| `SERVICE_ACCOUNT_KEY_PATH` | `/app/secrets/sa.json` |
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| `ADMIN_USERNAME` | `admin` |
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| `ADMIN_PASSWORD` | *(your chosen password)* |
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| `PORT` | `3000` |
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| `CRON_SCHEDULE` | `0 2 * * *` |
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| `NODE_ENV` | `production` |
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### Step 12 — Build and Start
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### 5. Build and start
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```bash
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cd /mnt/user/appdata/email-sig-manager
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docker-compose up -d --build
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```
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Or use the Unraid UI to start the container after configuring it.
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### Access the UI
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---
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## Part 4 — First Run & Verification
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### Step 13 — Access the Admin UI
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Open a browser and navigate to:
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```
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http://UNRAID-IP:3000
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```
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Log in with your `ADMIN_USERNAME` and `ADMIN_PASSWORD`.
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### Step 14 — Test with a Single User First
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1. Go to the **Template Editor** page
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2. Verify the live preview renders correctly with your info
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3. Make any template adjustments needed
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4. Return to the **Dashboard**
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5. In the **Push Single User** field, enter your own email address
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6. Click **Push Single User**
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7. Open Gmail in a new tab → compose a new email → verify the signature appears correctly
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8. Check the Gmail mobile app as well (force-close and reopen if needed)
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### Step 15 — Push to All Users
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Once you've verified your own signature looks correct:
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1. Click **Push to All Users** on the Dashboard
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2. Confirm the dialog
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3. Watch the audit log populate with success/error statuses
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4. The nightly cron will take over automatically from here
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---
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## First Run Checklist
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- [ ] `secrets/sa.json` is in place on the host
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- [ ] All environment variables are set in Unraid Docker UI
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- [ ] Logo placed at `public/assets/logo.png`
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- [ ] Open UI → Template Editor → preview looks correct
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- [ ] Push single user (yourself) to verify Gmail signature
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- [ ] Push to all users
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---
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## Updating
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## Updating the Project
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```bash
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cd /mnt/user/appdata/email-sig-manager
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@@ -135,7 +290,7 @@ git pull
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docker-compose up -d --build
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```
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`secrets/`, `data/`, and any host-managed files are gitignored and unaffected by pulls.
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`secrets/`, `data/`, and host-managed files are gitignored and unaffected by pulls.
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---
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@@ -187,17 +342,23 @@ email-sig-manager/
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## Troubleshooting
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**Container won't start**
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Run `docker logs email-sig-manager` — most likely a missing env variable or malformed `sa.json`.
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Run `docker logs email-sig-manager`. Most likely a missing env variable or malformed `sa.json`.
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**"No primary sendAs" error**
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The user may not have an active Gmail account, or domain-wide delegation scopes weren't saved correctly.
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The user may not have an active Gmail account, or domain-wide delegation scopes were not saved correctly in Google Admin.
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**"Client ID not found" when authorizing in Google Admin**
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Wait 2–3 minutes after enabling domain-wide delegation in GCP and try again.
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**Signatures not showing on mobile**
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Gmail iOS/Android automatically uses the web signature. Have the user force-close and reopen the app.
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Gmail iOS/Android automatically uses the web signature. Have the user force-close and reopen the Gmail app after the push.
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**Template changes not saving**
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Verify the container has write access to the `templates/` directory. A `.bak` file is created on every save.
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**401 / permission denied errors in logs**
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The OAuth scopes in Google Admin may not have saved correctly. Go back to Admin Console → Security → API Controls → Domain Wide Delegation → View Details and verify both scopes are listed.
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---
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## Security Notes
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