[IMP] db_management: upgrade screenshots & process

This commit is contained in:
Damien Bouvy 2019-01-21 20:04:05 +01:00
parent ade10dc120
commit 319a2b513b
5 changed files with 66 additions and 20 deletions

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

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