[IMP] *: consistency for the use of "Odoo Online" (and SaaS)

task-3034812

Part-of: odoo/documentation#2836
This commit is contained in:
Jonathan Castillo (jcs) 2022-10-19 16:26:01 +00:00
parent 87392b7262
commit 2c17b6fb4a
30 changed files with 80 additions and 71 deletions

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@ -33,7 +33,7 @@ Editions
========
There are two different Editions_ of Odoo: the Community and Enterprise versions.
Using the Enterprise version is possible on our SaaS_ and accessing the code is
Using the Enterprise version is possible on `Odoo Online`_ and accessing the code is
restricted to Enterprise customers and partners. The Community version is freely
available to anyone.
@ -55,17 +55,17 @@ around and try things out with no commitment.
Demo_ instances require no local installation, just a web browser.
SaaS
----
Odoo Online
-----------
Trivial to start with, fully managed and migrated by Odoo S.A., Odoo's SaaS_
Trivial to start with, fully managed and migrated by Odoo S.A., `Odoo Online`_
provides private instances and starts out free. It can be used to discover and
test Odoo and do non-code customizations (i.e. incompatible with custom modules
or the Odoo Apps Store) without having to install it locally.
Can be used for both testing Odoo and long-term production use.
Like demo_ instances, SaaS_ instances require no local installation, a web
Like demo_ instances, `Odoo Online`_ instances require no local installation, a web
browser is sufficient.
@ -733,7 +733,7 @@ official Odoo `docker image <https://hub.docker.com/_/odoo/>`_ page.
.. _install pip:
https://pip.pypa.io/en/latest/installing.html#install-pip
.. _Quilt: https://en.wikipedia.org/wiki/Quilt_(software)
.. _saas: https://www.odoo.com/page/start
.. _Odoo Online: https://www.odoo.com/page/start
.. _the wkhtmltopdf download page: https://github.com/wkhtmltopdf/wkhtmltopdf/releases/tag/0.12.5
.. _UAC: https://en.wikipedia.org/wiki/User_Account_Control
.. _wkhtmltopdf: https://wkhtmltopdf.org

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@ -11,6 +11,6 @@ Maintain
maintain/update
maintain/enterprise
maintain/hosting_changes
maintain/online
maintain/odoo_online
maintain/on_premise
maintain/supported_versions

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@ -1,18 +1,18 @@
=================================
Online (SaaS) database management
=================================
======================================
Odoo Online (SaaS) database management
======================================
To manage a database, sign in to https://www.odoo.com and access the `database management page
<https://www.odoo.com/my/databases>`_ by clicking on the user icon, then on *My Databases*.
.. image:: online/my-databases.png
.. image:: odoo_online/my-databases.png
:align: center
:alt: Clicking on the user icon opens a drop-down menu. "My databases" button is highlighted.
.. note::
Make sure you are connected as the administrator of the database you want to manage.
.. image:: online/dropdown-menu.png
.. image:: odoo_online/dropdown-menu.png
:align: right
:alt: Clicking on the gear icon opens the drop-down menu.
@ -20,17 +20,17 @@ Open the drop-down menu next to the database you want to manage by clicking on t
Several actions are available:
- :ref:`online/upgrade`
- :ref:`online/duplicate`
- :ref:`online/rename`
- :ref:`online/download`
- :ref:`online/domains`
- :ref:`online/tags`
- :ref:`online/delete`
- :ref:`online/contact-support`
- :ref:`online/users`
- :ref:`odoo_online/upgrade`
- :ref:`odoo_online/duplicate`
- :ref:`odoo_online/rename`
- :ref:`odoo_online/download`
- :ref:`odoo_online/domains`
- :ref:`odoo_online/tags`
- :ref:`odoo_online/delete`
- :ref:`odoo_online/contact-support`
- :ref:`odoo_online/users`
.. _online/upgrade:
.. _odoo_online/upgrade:
Upgrade
=======
@ -56,7 +56,7 @@ upgrade to the latest version (e.g., 13.0 to 15.1).
- :doc:`../upgrade`
- :doc:`supported_versions`
.. _online/duplicate:
.. _odoo_online/duplicate:
Duplicate
=========
@ -69,14 +69,14 @@ operations.
orders, etc.) are disabled by default on the duplicated database.
- Duplicate databases expire automatically after 15 days.
.. _online/rename:
.. _odoo_online/rename:
Rename
======
Rename the database and its URL.
.. _online/download:
.. _odoo_online/download:
Download
========
@ -87,7 +87,7 @@ Download instantly a ZIP file with a backup of the database.
Databases are backed up daily according to the `Odoo Cloud SLA
<https://www.odoo.com/cloud-sla>`_.
.. _online/domains:
.. _odoo_online/domains:
Domains
=======
@ -97,14 +97,14 @@ Configure custom domains to access the database via another URL.
.. seealso::
- :doc:`domain_names`
.. _online/tags:
.. _odoo_online/tags:
Tags
====
Add tags to sort your databases out. You can search the tags in the search bar.
.. _online/delete:
.. _odoo_online/delete:
Delete
======
@ -118,7 +118,7 @@ Delete a database instantly.
Read carefully the warning message that pops up and proceed only if you fully understand the
implications of deleting a database:
.. image:: online/delete.png
.. image:: odoo_online/delete.png
:align: center
:alt: A warning message is prompted before deleting a database.
@ -129,7 +129,7 @@ implications of deleting a database:
needed, please get in touch with `Odoo Support <https://www.odoo.com/help>`_.
- To delete your account, please get in touch with `Odoo Support <https://www.odoo.com/help>`_.
.. _online/contact-support:
.. _odoo_online/contact-support:
Contact Support
===============
@ -137,7 +137,7 @@ Contact Support
Access the Odoo `support page <https://www.odoo.com/help>`_ with your database's details already
pre-filled.
.. _online/users:
.. _odoo_online/users:
Invite / Remove Users
=====================
@ -145,7 +145,7 @@ Invite / Remove Users
To invite users, fill out the email address of the new user and click on *Invite*. To add multiple
users, click on *Add more users*.
.. image:: online/invite-users.png
.. image:: odoo_online/invite-users.png
:align: center
:alt: Clicking on "Add more users" adds additional email fields.

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@ -8,8 +8,9 @@ Supported versions
Odoo provides support and bug fixing **for the 3 last major versions** of Odoo.
.. note::
Odoo releases intermediary versions called **Online versions** on the :doc:`Odoo Online <online>`
hosting every two months. Odoo Online users can then benefit from the latest features of Odoo.
Odoo releases intermediary versions called **Online versions** on the :doc:`Odoo Online
<odoo_online>` hosting every two months. Odoo Online users can then benefit from the latest
features of Odoo.
- Admins of Odoo Online databases are invited to :doc:`upgrade <../upgrade>` them regularly.
- Online versions are *not* released for Odoo.sh and On-Premise installations.

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@ -131,7 +131,7 @@ Odoo Online databases
.. Warning::
Saas releases (e.g. *saas-**) are not supported on Odoo.sh.
Online versions (e.g. *saas-**) are not supported on Odoo.sh.
Upload the backup
-----------------

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@ -12,7 +12,7 @@ Upgrade
.. toctree::
:titlesonly:
upgrade/online_hosting
upgrade/odoo_online
upgrade/odoo_sh
upgrade/on_premise
upgrade/faq
@ -22,8 +22,8 @@ An upgrade is switching to a newer version of Odoo (e.g., Odoo 14.0 to Odoo 15.0
An upgrade does not cover:
* Changing :ref:`editions <upgrade-faq/editions-change>` (i.e., Community to Enterprise edition)
* Switching :ref:`hosting type <upgrade-faq/hosting-types-switch>` (i.e., On-Premise to Online or
Odoo.sh)
* Switching :ref:`hosting type <upgrade-faq/hosting-types-switch>` (i.e., On-Premise to Odoo Online
or Odoo.sh)
* Migration from another ERP to Odoo
.. note:: |assistance-contact|
@ -54,7 +54,7 @@ The upgrade process in a nutshell:
newly upgraded database (this is done automatically on Odoo Online).
.. seealso::
- :doc:`Upgrade process for Odoo Online (SaaS) <upgrade/online_hosting>`
- :doc:`Upgrade process for Odoo Online (SaaS) <upgrade/odoo_online>`
- :doc:`Upgrade process for Odoo.sh <upgrade/odoo_sh>`
- :doc:`Upgrade process for On-Premise <upgrade/on_premise>`
@ -225,8 +225,8 @@ Service Level Agreement
What is covered by the Enterprise Licence?
------------------------------------------
Databases hosted on Odoos Cloud platforms (Saas and Odoo.sh) or On-Premise (Self-Hosting) enjoy the
following services at all times.
Databases hosted on Odoos Cloud platforms (Odoo Online and Odoo.sh) or On-Premise (Self-Hosting)
enjoy the following services at all times.
The upgrade of:

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@ -108,8 +108,8 @@ community or enterprise edition. It is required to have an enterprise subscripti
.. _upgrade-faq/hosting-types-switch:
Switching the hosting types (Self-Hosting vs. Online Hosting - SaaS vs. Cloud Platform - Odoo.sh)
=================================================================================================
Switching the hosting types (On-premise vs. Odoo Online vs. Odoo.sh)
====================================================================
An upgrade does not cover a change of `Hosting types <https://www.odoo.com/page/hosting-types>`_.

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@ -8,17 +8,17 @@ Requesting a test upgrade
#. Go to your `database manager <https://www.odoo.com/my/databases/>`_
#. Click on your profile icon and select *My Databases*.
.. image:: online_hosting/accessing-my-databases.png
.. image:: odoo_online/accessing-my-databases.png
:alt: Selecting My Databases under my profile
#. Click on the action settings icon next to your main database and select the *Upgrade* option.
.. image:: online_hosting/upgrade-option.png
.. image:: odoo_online/upgrade-option.png
:alt: Selecting the action settings icon
#. In the pop-up message that will appear, select Test Upgrade.
.. image:: online_hosting/select-test-upgrade.png
.. image:: odoo_online/select-test-upgrade.png
:alt: Selecting test upgrade
#. This triggers the automated upgrade process. A confirmation email is then sent to you with the

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@ -13,7 +13,7 @@ Be careful, you can only change the accounting package as long as you have not c
.. tip::
When you create a new SaaS database, the SKR03 is installed by default.
When you create a new Odoo Online database, the SKR03 is installed by default.
German Accounting Reports
=========================
@ -224,8 +224,8 @@ accordance with the GoBD guidelines.
Once bookings have been finally posted, they can no longer be changed or deleted via the
application.
- If Odoo is used in the cloud, regular backups are part of the SaaS service. In addition, regular
backups can be downloaded and backed up on external systems.
- If Odoo is used in the cloud, regular backups are part of the Odoo Online service. In addition,
regular backups can be downloaded and backed up on external systems.
.. seealso::
`Odoo Cloud Hosting - Service Level Agreement <https://www.odooo.com/cloud-sla>`_

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@ -17,7 +17,7 @@ then choose the package you want in the **Fiscal Localization** section.
Be careful, you can only change the accounting package as long as you have not created any accounting entry.
.. tip::
When you create a new SaaS database, the PGCE PYMEs 2008 is installed by default.
When you create a new Odoo Online database, the PGCE PYMEs 2008 is installed by default.
Spanish Accounting Reports
==========================

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@ -67,8 +67,8 @@ Starting from the 1st January 2018, new reduced VAT rates will be
applied in Switzerland. The normal 8.0% rate will switch to 7.7% and the
specific rate for the hotel sector will switch from 3.8% to 3.7%.
How to update your taxes in Odoo Enterprise (SaaS or On Premise)?
-----------------------------------------------------------------
How to update your taxes in Odoo Enterprise (Odoo Online or On-premise)?
------------------------------------------------------------------------
If you have the V11.1 version, all the work is already been done, you
don't have to do anything.

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@ -42,6 +42,6 @@ Pricing
*View my Services*.
.. tip::
- If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial
- If you are on Odoo Online (SaaS) and have the Enterprise version, you benefit from free trial
credits to test the feature.
- Click `here <https://iap.odoo.com/privacy#header_4>`_ to know about our *Privacy Policy*.

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@ -81,7 +81,7 @@ The configuration steps are explained in `Google documentation <https://support.
Restriction
-----------
Please note that port 25 is blocked for security reasons on the SaaS and Odoo.sh platforms. Try
Please note that port 25 is blocked for security reasons on Odoo Online and Odoo.sh platforms. Try
using ports 465, 587, or 2525 instead.
.. _email_communication/default_from:

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@ -135,7 +135,7 @@ Depending on the platform you are using:
See the Odoo.sh documentation about :ref:`logs <odoosh/logs>`. Use the command ``grep`` and
``zgrep`` (for the compressed ones) to search through the files.
- The **SaaS** users wont have access to their logs. However you can still contact
- **Odoo Online** users wont have access to their logs. However you can still contact
`Odoo Support <https://www.odoo.com/help>`_ , if you have a recurring issue
with the same client or domain.

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@ -16,7 +16,7 @@ Services`.
:align: center
.. tip::
If I am on Odoo Online (SAAS) and have the Enterprise version, I benefit from free credits to
If I am on Odoo Online (SaaS) and have the Enterprise version, I benefit from free credits to
test our IAP features.
IAP accounts
@ -57,7 +57,7 @@ IAP services available
Different services are available depending on the hosting type of your Database:
- *Odoo Online (SAAS)*: only the IAP services provided by Odoo can be used (i.e. the SMS, Snailmail,
- *Odoo Online (SaaS)*: only the IAP services provided by Odoo can be used (i.e. the SMS, Snailmail,
Reveal and Partner Autocomplete features);
- *Odoo.sh and Odoo Enterprise (on-premise)*: both the services provided by Odoo and by third-party
apps can be used.

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@ -64,7 +64,7 @@ Or go to :menuselection:`Settings --> View my Services`.
.. tip::
If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial
If you are on Odoo Online (SaaS) and have the Enterprise version, you benefit from free trial
credits to test the feature.

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@ -14,7 +14,7 @@ Before starting, make sure you have the following:
- A computer or tablet with an up-to-date web browser
- A running SaaS or Odoo instance with the Point of Sale and IoT apps
- A running Odoo Online or Odoo instance with the Point of Sale and IoT apps
installed
- A local network setup with DHCP (this is the default setting)

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@ -65,7 +65,7 @@ Credits`; or go to :menuselection:`Settings --> Contacts --> Odoo IAP --> View m
The blue box will automatically tell you how many credits are going to be consumed.
.. tip::
If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial credits to test the feature.
If you are on Odoo Online (SaaS) and have the Enterprise version, you benefit from free trial credits to test the feature.
.. seealso::
* :doc:`In-App Purchases (IAP) </applications/general/in_app_purchase>`

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@ -43,6 +43,6 @@ Pricing
.. note::
- If you run out of credits, the only information that will be populated when clicking on
the suggested company will be the website link and the logo.
- If you are on Odoo Online (SAAS) and you have the Enterprise version, you benefit from free
- If you are on Odoo Online (SaaS) and you have the Enterprise version, you benefit from free
trial credits to test the feature.
- Learn about our *Privacy Policy* `here <https://iap.odoo.com/privacy#header_2>`_.

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@ -69,7 +69,7 @@ Certification & On-premise
==========================
The certification granted by the government is restricted to the use on odoo.com
SaaS instance. The usage of the module from the source or a modified version
Odoo Online instance. The usage of the module from the source or a modified version
will **not** be certified. For on-premise users, we also support the Fiscal Data
Module in such installations. The main restriction is that this requires an
obfuscated version of the ``pos_blackbox_be`` module we will provide on request

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@ -6,11 +6,11 @@ Generate an Unsplash access key
===============================
.. tip::
**As a SaaS user**, you are ready to use Unsplash. You won't need to follow this guide to set up
Unsplash information since you will use our own Odoo Unsplash key in a transparent way.
**As an Odoo Online user**, you are ready to use Unsplash. You won't need to follow this guide to
set up Unsplash information since you will use our own Odoo Unsplash key in a transparent way.
Generate an Unsplash access key for non-Saas users
--------------------------------------------------
Generate an Unsplash access key for non-Odoo Online users
---------------------------------------------------------
- Create an account on `Unsplash.com <https://unsplash.com/join>`_.
@ -39,8 +39,8 @@ Generate an Unsplash access key for non-Saas users
:align: center
.. warning::
**As a non-SaaS user**, you won't be able to register for a production Unsplash key and will be
limited to your test key that has a restriction of 50 Unsplash requests per hour.
**As a non-Odoo Online user**, you won't be able to register for a production Unsplash key and
will be limited to your test key that has a restriction of 50 Unsplash requests per hour.
Generate an Unsplash application ID
===================================
@ -62,5 +62,5 @@ Generate an Unsplash application ID
:align: center
.. warning::
**As a non-SaaS user**, you won't be able to register for a production Unsplash key and will be
limited to your test key that has a 50 Unsplash requests per hour restriction.
**As a non-Odoo Online user**, you won't be able to register for a production Unsplash key and
will be limited to your test key that has a 50 Unsplash requests per hour restriction.

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@ -130,7 +130,7 @@ accounting/fiscality/taxes/taxcloud.rst applications/finance/accounting/taxation
accounting/fiscality/taxes/taxes.rst applications/finance/accounting/taxation/taxes/taxes.rst # fiscality/* -> taxation/*
accounting/fiscality/taxes/vat_validation.rst applications/finance/accounting/taxation/taxes/vat_validation.rst # fiscality/* -> taxation/*
administration/db_management/db_online.rst administration/maintain/online.rst # /db_management/db_online -> /maintain/online
administration/db_management/db_online.rst administration/maintain/odoo_online.rst # /db_management/db_online -> /maintain/odoo_online
administration/db_management/db_premise.rst administration/maintain/db_premise.rst # /db_management/* -> /maintain/*
administration/db_management/hosting_changes.rst administration/maintain/hosting_changes.rst # /db_management/* -> /maintain/*
administration/db_upgrade.rst administration/upgrade/process.rst # db_upgrade -> /upgrade/process

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@ -1,3 +1,11 @@
# administration/maintain
administration/maintain/online.rst administration/maintain/odoo_online.rst
# administration/upgrade
administration/upgrade/online_hosting.rst administration/upgrade/odoo_online.rst
# applications/sales
applications/sales/crm/acquire_leads/generate_from_email.rst applications/sales/crm/acquire_leads/generate_leads.rst # (#986)