[IMP] db_management: upgrade screenshots & process
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@ -50,40 +50,86 @@ Several actions are available:
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Upgrade
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Make sure to be connected to the database you want to upgrade and access the
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database management page. On the line of the database you want to upgrade, click
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on the "Upgrade" button.
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.. warning :: Upgrading your database to a newer version of Odoo is a complex operation
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that require time and caution. It is extremely important that you
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fully test the process before upgrading your production database.
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Odoo releases new versions regularly (at least once a year), and upgrading your
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database to enjoy new Odoo features is part of the Odoo Online experience.
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The upgrade process can take some time, especially if you use multiple apps or
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apps that manage sensitive data (e.g. Accounting, Inventory, etc.). In general,
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the 'smallest' the database, the quickest the upgrade. A single-user
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database that uses only CRM will be processed faster than a multi-company,
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multi-user database that uses Accounting, Sales, Purchase and Manufacturing.
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Unfortunately, it is impossible to give time estimates for every upgrade request,
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since Odoo.com will test manually every database upgrade at least once and will
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need to correct/adapt changes made to the standard Odoo Apps (e.g. through Studio
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or through a Success Pack) on a case-by-case basis. This can make the process
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slower, since requests are treated in the order they arrive. This is especially
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true in the months following the release of a new major version, which can lengthen
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the upgrade delay significantly.
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The upgrade process is quite simple from your point of view:
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1. You request a test upgrade
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2. Once all tests have been validated **by you**, you upgrade your actual database
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The process to request a test or a production (*actual*) upgrade is the same.
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First, make sure to be connected to the database you want to upgrade and access the
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`database management page <https://www.odoo.com/my/databases>`__.
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On the line of the database you want to upgrade, click
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on the "Cog" menu. If an newer version of Odoo is available, you will see an 'Upgrade'
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button.
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.. image:: media/upgrade1.png
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:align: center
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You have the possibility to choose the target version of the upgrade. By default,
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we select the highest available version available for your database; if you were
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already in the process of testing a migration, we will automatically select the
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already in the process of testing an upgrade, we will automatically select the
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version you were already testing (even if we released a more recent version during
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your tests).
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By clicking on the "Test upgrade" button an upgrade request will be generated.
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If our automated system does not encounter any problem, you will receive a
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"Test" version of your upgraded database.
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.. image:: media/test_upgrade.png
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.. image:: media/upgrade_test.png
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:align: center
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.. note :: If our automatic system detect an issue during the creation of your
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test database, our dedicated team will have to work on it. You will be
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notified by email and the process will take up to 4 weeks.
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By clicking on the "Test upgrade" button, an upgrade request will be generated.
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Only one request can be made at time for each database; if a request has already
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been made, you will see an 'Upgrade Queued' note instead and asking another
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request will not be possible.
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You will have the possibility to test it for 1 month. Inspect your data (e.g.
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accounting reports, stock valuation, etc.), check that all your usual flows
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work correctly (CRM flow, Sales flow, etc.).
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A test upgrade will create a copy of your database, upgrade it and make it
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available to you automatically once successful. If this is the first test you
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request for this particular database, a manual testing phase will be done by
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Odoo.com - this could take time (up to several weeks). Subsequent requests
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will not go through that manual testing step and will usually be made
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available in a few hours. Once the test database is available, you should
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receive an e-mail with the URL of the test database.
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Once you are ready and that everything is correct in your test migration, you
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can click again on the Upgrade button, and confirm by clicking on Upgrade
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(the button with the little rocket!) to switch your production database to
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the new version.
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**Testing your database is the most important step of the upgrade process!**
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Even though we test all upgrades manually, we do not know your work processes.
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A change in standard worfklows of Odoo in new versions might require you to
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change internal processes, or some of the customizations you made through Odoo
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Studio might now work properly. *It is up to you to make sure that everything
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works as it should!* You can report issues with your test database through our
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`Support page <https://www.odoo.com/help>`__.
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.. image:: media/upgrade.png
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Make sure to do one last test of your upgrade right before the final upgrade
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(e.g. the day before) to ensure everything will run smoothly. Downgrading is
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not possible and post-poning an upgrade is always easier than being prevented
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to work by an upgrade issue after the fact!
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Once you are ready and you have validated all your tests, you can click
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again on the Upgrade button and confirm by clicking on Upgrade (the button
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with the little rocket!) to switch your production database to the new version.
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Your database will then be taken offline within the next 10 minutes and will be
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upgraded automatically; you receive a confirmation
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e-mail once the process is completed.
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.. image:: media/upgrade_prod.png
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:align: center
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.. warning :: Your database will be taken offline during the upgrade
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