[IMP] upgrade: overhaul upgrade doc
closes odoo/documentation#6392
X-original-commit: c6c4598928
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
This commit is contained in:
Nathan Marotte (nama)
parent
946edebfcf
commit
35a3bcd421
@ -30,8 +30,8 @@ Upgrade
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Trigger a database upgrade.
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Trigger a database upgrade.
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.. seealso::
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.. seealso::
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For more information about the upgrade process, check out the :doc:`Odoo Online upgrade
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For more information about the upgrade process, check out the :ref:`Odoo Online upgrade
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documentation <../upgrade/odoo_online>`.
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documentation <upgrade/request-test-database>`.
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.. _odoo_online/duplicate:
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.. _odoo_online/duplicate:
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@ -295,7 +295,7 @@ Upgrade
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Available for production and staging branches for valid projects.
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Available for production and staging branches for valid projects.
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.. seealso::
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.. seealso::
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:doc:`Upgrade - Odoo.sh <../../upgrade/odoo_sh>`
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:doc:`Upgrade documentation <../../upgrade>`
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.. _odoosh-gettingstarted-branches-tabs-settings:
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.. _odoosh-gettingstarted-branches-tabs-settings:
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@ -1,226 +1,371 @@
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:show-content:
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.. |assistance-contact| replace::
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If you need Odoo assistance on this matter, please get in touch with your Odoo Account Manager or
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our `Sales department`_.
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.. _Sales department: mailto:sales@odoo.com
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=======
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=======
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Upgrade
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Upgrade
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=======
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=======
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.. toctree::
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An upgrade is the process of moving your database from an older version to a newer :doc:`supported
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:titlesonly:
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version <maintain/supported_versions>` (e.g., Odoo 14.0 to Odoo 16.0). Frequently upgrading is
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essential as each version comes with new and improved features, bug fixes, and security patches.
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upgrade/odoo_online
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.. _upgrade_faq/rolling_release:
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upgrade/odoo_sh
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upgrade/on_premise
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upgrade/faq
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An upgrade is switching to a newer version of Odoo (e.g., Odoo 14.0 to Odoo 15.0).
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.. spoiler:: Automatic upgrades: Odoo Online's Rolling Release process
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The Rolling Release process allows Odoo Online customers to upgrade their database directly from
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a message prompt sent to the database administrator as soon as a new version is released. The
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invitation to upgrade is only sent if no issues are detected during the automatic tests.
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.. image:: upgrade/rr-upgrade-message.png
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:alt: The upgrade message prompt on the top right of the database
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It is strongly recommended to manually :ref:`test the upgrade first <upgrade/test_your_db>`.
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Clicking :guilabel:`I want to test first` redirects to `the database manager
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<https://www.odoo.com/my/databases/>`_, where it is possible to request an upgraded test database
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and check it for any discrepancies.
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It is **not** recommended to click :guilabel:`Upgrade Now` without testing first, as it
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immediately triggers the live production database upgrade.
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If the Rolling Release process detects an issue with the upgrade, it will be deactivated until
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the issue is resolved.
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An upgrade does not cover:
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An upgrade does not cover:
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* Changing :ref:`editions <upgrade-faq/editions-change>` (i.e., Community to Enterprise edition)
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- Downgrading to a previous version of Odoo
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* Switching :ref:`hosting type <upgrade-faq/hosting-types-switch>` (i.e., On-Premise to Odoo Online
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- :doc:`Switching editions <maintain/enterprise>` (e.g., from Community to Enterprise)
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or Odoo.sh)
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- :doc:`Changing hosting type </administration/maintain/hosting_changes>` (e.g., from on-premise
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* Migration from another ERP to Odoo
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to Odoo Online)
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- Migrating from another ERP to Odoo
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.. note:: |assistance-contact|
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.. warning::
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If your database contains a **custom module**, you must first upgrade its source code to be
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compatible with the new version of Odoo **before upgrading**.
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.. TODOUPG : once the page for developers is published, uncomment and link
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.. :doc:`first upgrade its source code </developer/reference/upgrade>`
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.. seealso::
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- :ref:`upgrade/sla`
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.. _upgrade/process-workflow:
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Upgrading in a nutshell
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-----------------------
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Process workflow
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#. Request an upgraded test database (see :ref:`obtaining an upgraded test database
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================
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<upgrade/request-test-database>`).
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The upgrade process in a nutshell:
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#. Thoroughly test the upgraded database (see :ref:`testing the new version of the database
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<upgrade/test_your_db>`).
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#. You create a test upgrade request.
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#. Report any issue encountered during the testing to Odoo via the `support page
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#. Odoo processes the request automatically by running the database through an upgrade script, which
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<https://odoo.com/help?stage=migration>`__.
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takes between 20 and 120 minutes.
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#. Odoo delivers a test database.
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#. You test your database for possible discrepancies (see :ref:`upgrade/test-guidance`).
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#. If there are any discrepancies, you report them to the Upgrade support team via the help portal
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(see :ref:`upgrade/test-assistance`).
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#. We fix the issues and send you a new test database.
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#. Once you have completed the testing and are happy with the result, you decide on a date and time
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when you stop users from accessing Odoo, freeze all data entries, and create an upgrade request
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for the production upgrade.
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#. Odoo delivers the production database through the automated process.
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#. You restore it in your Production environment a few short hours later and continue working on the
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newly upgraded database (this is done automatically on Odoo Online).
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.. seealso::
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#. (If applicable) : upgrade the source code of your custom module to be compatible with the new
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- :doc:`Upgrade process for Odoo Online <upgrade/odoo_online>`
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version of Odoo.
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- :doc:`Upgrade process for Odoo.sh <upgrade/odoo_sh>`
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- :doc:`Upgrade process for On-Premise <upgrade/on_premise>`
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.. _upgrade/testing-phase:
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#. Once all issues are resolved and you are confident that the upgraded database can be used as
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your main database without any issues, plan the upgrade of your production database.
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Testing
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#. Request the upgrade for the production database, rendering it unavailable for the time it takes
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=======
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to complete the process (see :ref:`upgrading the production database <upgrade/upgrade-prod>`).
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This phase allows you to review an upgraded version of your database without affecting your
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#. Report any issue encountered during the upgrade to Odoo via the `support page
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production database in any way. We suggest that you run the test upgrade process at least once, but
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<https://odoo.com/help?stage=post_upgrade>`__.
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you can do it as many times as you need (one at a time).
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Once you receive your upgraded test database, check that all data, processes, and functionality are
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.. TODOUPG: Once the page for developers is published, put this at 4)
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still correct and working as expected.
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.. (see :ref:`upgrading customizations <upgrade/upgrading_customizations>`).
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If you do find discrepancies, :ref:`report your issues <upgrade/test-assistance>` and :ref:`request
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.. _upgrade/request-test-database:
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a new test database <upgrade/test-db-request>` when the reported issues are fixed in the upgrade
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script.
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If you do not find any discrepancies, you can move on to the upgrade of your production database.
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Obtaining an upgraded test database
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.. important::
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A test database is only intended for testing and remains completely unrelated to your present or
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future production database. Any data you add, or changes you make, will not be reflected in your
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upgraded production database.
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.. note::
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Test databases are neutered and features are disabled to prevent them from having an impact on
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the production database:
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#. The serial number of the database is modified (to prevent it from sending information as if it
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was the production database).
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#. The :ref:`base URL of the database <domain-name/web-base-url>` is reset to
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``http://localhost:8069`` and the email domain to ``localhost``.
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#. Scheduled actions are disabled (the calendar synchronization, the bank statement
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synchronization, the planned automated actions, the fetching of incoming mail servers, etc.).
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#. Outgoing mail servers are disabled by archiving the existing ones and adding a
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fake/non-working one.
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#. Payment providers and delivery carriers are reset to test environment.
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#. Accounting localization Electronic Data Interchange (EDI) services are disabled.
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#. A system parameter is set to tell the database has been neutered.
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.. _upgrade/test-db-request:
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Request a test database
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=======================
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Follow the instructions available per hosting type on the `website form
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<https://upgrade.odoo.com>`_ and select *Testing* purpose.
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.. image:: upgrade/test-purpose.png
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:align: center
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:alt: Selection of the "Testing" purpose in the upgrade form on Odoo
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.. _upgrade/test-guidance:
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Test guidance
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=============
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Every business and organization has its own operational needs and has to test its specific Odoo
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database individually. We recommend you look at `the test scenario
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<https://docs.google.com/document/d/1ypNs7JKPOsjNbKpdiKFH7Al6g6whZ9jr7f7duAQ5E1w/>`_ for further
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information.
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.. todo:: change link "test scenario" once the related doc is published
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.. _upgrade/test-assistance:
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Assistance
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----------
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If you encounter an issue in the **test database**, please get in touch with Odoo Upgrade Support
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via the `Odoo Support page <https://www.odoo.com/help>`_.
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Under the *Ticket Description* section, select *An issue related to my upgrade* ticket type.
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.. image:: upgrade/test-assistance.png
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:align: center
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:alt: Selection of "An issue related to my upgrade" as Ticket Type in the support form on Odoo
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.. warning::
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If you choose another *Ticket Description* type, the request will be redirected to another
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team. This will slow down the processing and response time.
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Please provide as much detail as you can (i.e., videos and screenshots to illustrate your issue).
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This will avoid clarifying questions and speed up the resolution process significantly.
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.. note::
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* The purpose of the test phase is not to correct existing data or configurations in your
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database.
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* |assistance-contact|
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.. _upgrade/steps-production:
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The production launch
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=====================
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The production upgrade request is when you decide to upgrade your current database with all your
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production data (invoices, VAT returns, inventories, current orders) to a new version of your
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choice.
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After your :ref:`tests <upgrade/testing-phase>` are completed to your satisfaction, submit the
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request to upgrade your production database via our `website form <https://upgrade.odoo.com>`_.
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Select *Production* purpose.
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.. important::
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Going into production without first testing may lead to:
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- business interruptions (e.g., no longer having the possibility to validate an action)
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- poor customer experiences (e.g., an eCommerce website that does not work correctly)
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.. _upgrade/production-assistance:
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Assistance
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----------
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If you encounter issues or problems in the **production database**, please get in touch with **Odoo
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Support**:
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#. Connect to our `Odoo Support page <https://www.odoo.com/help>`_.
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#. Under the *Ticket Description* section, select the appropriate type related to your issue but
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**do not select** the option *An issue related to my upgrade*.
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.. note::
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After upgrading to production, the support will be provided by the Support team instead of the
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Upgrade team.
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#. Please provide as much detail as you can (i.e., videos and screenshots to illustrate your issue).
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This will avoid clarifying questions and speed up the resolution process significantly.
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.. warning::
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If you choose *An issue related to my upgrade* as ticket type, the request will be redirected
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to another team than the support one and will slow down the processing and response time.
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.. _upgrade/assistance:
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Help
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====
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.. _upgrade/contact:
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Contact our upgrade service support
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-----------------------------------
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-----------------------------------
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Should you have any more questions about the upgrade, do not hesitate to send a message to `Odoo
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The `Upgrade page <https://upgrade.odoo.com/>`_ is the main platform for requesting an upgraded
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Upgrade Team <mailto:upgrade@odoo.com>`_. We will be happy to answer it as soon as possible.
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database. However, depending on the hosting type, you can upgrade from the command line
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(on-premise), the `Odoo Online database manager <https://odoo.com/my/databases>`_, or your `Odoo.sh
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project <https://odoo.sh/project>`_.
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.. _upgrade/supported-versions:
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.. note::
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The Upgrade platform follows the same `Privacy Policy <https://www.odoo.com/privacy>`_ as the
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other Odoo.com services. Visit the `General Data Protection Regulation page
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<https://www.odoo.com/gdpr>`_ to learn more about how Odoo handles your data and privacy.
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Supported versions
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.. tabs::
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------------------
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Please note that Odoo provides support and bug fixing only for the three last major versions of
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.. group-tab:: Odoo Online
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Odoo.
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This is a factor to take into consideration before upgrading. If you are on an older version, we
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Odoo Online databases can be manually upgraded via the `database manager
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suggest you to prefer the most recent version to benefit from longer support (before having to
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<https://odoo.com/my/databases>`_.
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upgrade again).
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The database manager displays all databases associated with the user's account. Databases
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not on the most recent version of Odoo display an arrow in a circle icon next to their name,
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indicating that they can be upgraded.
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.. image:: upgrade/databases-page.png
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:alt: The database manager with an upgrade button next to the name of a database.
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Click the **arrow in a circle** icon to start the upgrade process. In the popup, fill in:
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- The **version** of Odoo you want to upgrade to, usually the latest version
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- The **email** address that should receive the link to the upgraded database
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- The :guilabel:`Purpose` of the upgrade, which is automatically set to :guilabel:`Test` for
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your first upgrade request
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.. image:: upgrade/upgrade-popup.png
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:alt: The "Upgrade your database" popup.
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The :guilabel:`Upgrade in progress` tag is displayed next to the database name until
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completion. Once the process succeeds, an email containing a link to the upgraded test
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database is sent to the address provided. The database can also be accessed from the database
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manager by clicking the dropdown arrow before the database name.
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.. image:: upgrade/access-upgraded-db.png
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:alt: Clicking the menu arrow displays the upgraded test database.
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.. group-tab:: Odoo.sh
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Odoo.sh is integrated with the upgrade platform to simplify the upgrade process.
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.. image:: upgrade/odoo-sh-staging.png
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:alt: Odoo.sh project and tabs
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The **latest production daily automatic backup** is then sent to the `upgrade platform
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<https://upgrade.odoo.com>`_.
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Once the upgrade platform is done upgrading the backup and uploading it on the branch, it is
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put in a **special mode**: each time a **commit is pushed** on the branch, a **restore
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operation** of the upgraded backup and an **update of all the custom modules** occur. This
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allows you to test your custom modules on a pristine copy of the upgraded database. The log
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file of the upgrade process can be found in your newly upgraded staging build by going to
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:file:`~/logs/upgrade.log`.
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.. note::
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In databases where custom modules are installed, their source code
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must be up-to-date with the target version of Odoo before the upgrade
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can be performed. If there are none, the "update on commit" mode is
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skipped, the upgraded database is built as soon as it is transferred from the upgrade
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platform, and the upgrade mode is exited.
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.. TODOUPG : once the page for developers is published, uncomment
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.. Check out the :doc:`upgrade for developers'
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||||||
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.. documentation </developer/reference/upgrade>` for more information. In
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.. addition, if a module is not needed after an upgrade, :ref:`you can
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.. remove customizations <upgrade/remove_customizations>`.
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.. group-tab:: On-premise
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The standard upgrade process can be initiated by entering the following command line on the
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machine where the database is hosted:
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.. code-block:: console
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$ python <(curl -s https://upgrade.odoo.com/upgrade) test -d <your db name> -t <target version>
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The following command can be used to display the general help and the main commands:
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.. code-block:: console
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$ python <(curl -s https://upgrade.odoo.com/upgrade) --help
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An upgraded test database can also be requested via the `Upgrade page
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<https://upgrade.odoo.com/>`_.
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.. note::
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- For security reasons, only the person who submitted the upgrade request can download it.
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||||||
|
- For storage reasons, the database's copy is submitted without a filestore to the upgrade
|
||||||
|
server. Therefore, the upgraded database does not contain the production filestore.
|
||||||
|
- Before restoring the upgraded database, its filestore must be merged with the production
|
||||||
|
filestore to be able to perform tests in the same conditions as it would be in the new
|
||||||
|
version.
|
||||||
|
- The upgraded database contains:
|
||||||
|
|
||||||
|
- A `dump.sql` file containing the upgraded database
|
||||||
|
- A `filestore` folder containing files extracted from in-database records into
|
||||||
|
attachments (if there are any) and new standard Odoo files from the targeted Odoo
|
||||||
|
version (e.g., new images, icons, payment provider's logos, etc.).
|
||||||
|
This is the folder that should be merged with the production filestore
|
||||||
|
in order to get the full upgraded filestore.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
You can request multiple test databases if you wish to test an upgrade more than once.
|
||||||
|
|
||||||
|
.. _upgrade/upgrade_report:
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
When an upgrade request is completed, an upgrade report is attached to the successful upgrade
|
||||||
|
email, and it becomes available in the Discuss app for users who are part of the "Administration
|
||||||
|
/ Settings" group. This report provides important information about the changes introduced by
|
||||||
|
the new version.
|
||||||
|
|
||||||
|
.. _upgrade/test_your_db:
|
||||||
|
|
||||||
|
Testing the new version of the database
|
||||||
|
---------------------------------------
|
||||||
|
|
||||||
|
It is essential to spend some time testing the upgraded test database to ensure that you are not
|
||||||
|
stuck in your day-to-day activities by a change in views, behavior, or an error message once the
|
||||||
|
upgrade goes live.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
Test databases are neutralized, and some features are disabled to prevent them from impacting the
|
||||||
|
production database:
|
||||||
|
|
||||||
|
#. Scheduled actions are disabled.
|
||||||
|
#. Outgoing mail servers are disabled by archiving the existing ones and adding a fake one.
|
||||||
|
#. Payment providers and delivery carriers are reset to the test environment.
|
||||||
|
|
||||||
|
Testing as many of your business flows as possible is strongly recommended to ensure they are
|
||||||
|
working correctly and to get more familiar with the new version.
|
||||||
|
|
||||||
|
.. admonition:: Basic test checklist
|
||||||
|
|
||||||
|
- Are there views that are deactivated in your test database but active in your production
|
||||||
|
database?
|
||||||
|
- Are your usual views still displayed correctly?
|
||||||
|
- Are your reports (invoice, sales order, etc.) correctly generated?
|
||||||
|
- Are your website pages working correctly?
|
||||||
|
- Are you able to create and modify records? (sales orders, invoices, purchases, users, contacts,
|
||||||
|
companies, etc.)
|
||||||
|
- Are there any issues with your mail templates?
|
||||||
|
- Are there any issues with saved translations?
|
||||||
|
- Are your search filters still present?
|
||||||
|
- Can you export your data?
|
||||||
|
|
||||||
|
.. spoiler:: Example of end-to-end testing
|
||||||
|
|
||||||
|
- Checking a random product in your product catalog and comparing its test and production data to
|
||||||
|
verify everything is the same (product category, selling price, cost price, vendor, accounts,
|
||||||
|
routes, etc.).
|
||||||
|
- Buying this product (Purchase app).
|
||||||
|
- Confirming the reception of this product (Inventory app).
|
||||||
|
- Checking if the route to receive this product is the same in your production database
|
||||||
|
(Inventory app).
|
||||||
|
- Selling this product (Sales app) to a random customer.
|
||||||
|
- Opening your customer database (Contacts app), selecting a customer (or company), and checking
|
||||||
|
its data.
|
||||||
|
- Shipping this product (Inventory app).
|
||||||
|
- Checking if the route to ship this product is the same as in your production database
|
||||||
|
(Inventory app).
|
||||||
|
- Validating a customer invoice (Invoicing or Accounting app).
|
||||||
|
- Crediting the invoice (issuing a credit note) and checking if it behaves as in your production
|
||||||
|
database.
|
||||||
|
- Checking your reports' results (Accounting app).
|
||||||
|
- Randomly checking your taxes, currencies, bank accounts, and fiscal year (Accounting app).
|
||||||
|
- Making an online order (Website apps) from the product selection in your shop until the
|
||||||
|
checkout process and checking if everything behaves as in your production database.
|
||||||
|
|
||||||
|
This list is **not** exhaustive. Extend the example to your other apps based on your use of Odoo.
|
||||||
|
|
||||||
|
If you face an issue while testing your upgraded test database, you can request the assistance of
|
||||||
|
Odoo via the `support page <https://odoo.com/help?stage=migration>`__ by selecting the option
|
||||||
|
related to testing the upgrade. In any case, it is essential to report any
|
||||||
|
problem encountered during the testing to fix it before upgrading your production database.
|
||||||
|
|
||||||
|
You might encounter significant differences with standard views, features, fields, and models during
|
||||||
|
testing. Those changes cannot be reverted on a case-by-case basis. However, if a change introduced
|
||||||
|
by a new version breaks a customization, it is the responsibility of the maintainer of your custom
|
||||||
|
module to make it compatible with the new version of Odoo.
|
||||||
|
|
||||||
|
.. tip::
|
||||||
|
Do not forget to test:
|
||||||
|
|
||||||
|
- Integrations with external software (EDI, APIs, etc.)
|
||||||
|
- Workflows between different apps (online sales with eCommerce, converting a lead all the way to
|
||||||
|
a sales order, delivery of products, etc.)
|
||||||
|
- Data exports
|
||||||
|
- Automated actions
|
||||||
|
- Server actions in the action menu on form views, as well as by selecting multiple records on
|
||||||
|
list views
|
||||||
|
|
||||||
|
.. _upgrade/upgrade-prod:
|
||||||
|
|
||||||
|
Upgrading the production database
|
||||||
|
---------------------------------
|
||||||
|
|
||||||
|
Once the :ref:`tests <upgrade/test_your_db>` are completed and you are confident that the upgraded
|
||||||
|
database can be used as your main database without any issues, it is time to plan the go-live day. It
|
||||||
|
can be planned in coordination with Odoo's upgrade support analysts, reachable via the `support page
|
||||||
|
<https://odoo.com/help>`__.
|
||||||
|
|
||||||
|
Your production database will be unavailable during its upgrade. Therefore, we recommend planning
|
||||||
|
the upgrade at a time when the use of the database is minimal.
|
||||||
|
|
||||||
|
As the standard upgrade scripts and your database are constantly evolving, it is also recommended
|
||||||
|
to frequently request another upgraded test database to ensure that the upgrade process is
|
||||||
|
still successful, especially if it takes a long time to finish. Fully rehearsing the upgrade
|
||||||
|
process the day before upgrading the production database is also recommended.
|
||||||
|
|
||||||
|
.. important::
|
||||||
|
- Going into production without first testing may lead to:
|
||||||
|
|
||||||
|
- Users failing to adjust to the changes and new features
|
||||||
|
- Business interruptions (e.g., no longer having the possibility to validate an action)
|
||||||
|
- Poor customer experience (e.g., an eCommerce website that does not work correctly)
|
||||||
|
|
||||||
|
The process of upgrading a production database is similar to upgrading a test database with a few
|
||||||
|
exceptions.
|
||||||
|
|
||||||
|
.. tabs::
|
||||||
|
|
||||||
|
.. group-tab:: Odoo Online
|
||||||
|
|
||||||
|
The process is similar to :ref:`obtaining an upgraded test database
|
||||||
|
<upgrade/request-test-database>`, except for the purpose option, which must be set to
|
||||||
|
:guilabel:`Production` instead of :guilabel:`Test`.
|
||||||
|
|
||||||
|
.. warning::
|
||||||
|
Once the upgrade is requested, the database will be unavailable until the upgrade is
|
||||||
|
finished. Once the process is completed, it is impossible to revert to the previous
|
||||||
|
version.
|
||||||
|
|
||||||
|
.. group-tab:: Odoo.sh
|
||||||
|
|
||||||
|
The process is similar to :ref:`obtaining an upgraded test database
|
||||||
|
<upgrade/request-test-database>` on the :guilabel:`Production` branch.
|
||||||
|
|
||||||
|
.. image:: upgrade/odoo-sh-prod.png
|
||||||
|
:alt: View from the upgrade tab
|
||||||
|
|
||||||
|
The process is **triggered as soon as a new commit is made** on the branch. This
|
||||||
|
allows the upgrade process to be synchronized with the deployment of the custom modules'
|
||||||
|
upgraded source code.
|
||||||
|
If there are no custom modules, the upgrade process is triggered immediately.
|
||||||
|
|
||||||
|
.. important::
|
||||||
|
The database is unavailable throughout the process. If anything goes wrong, the platform
|
||||||
|
automatically reverts the upgrade, as it would be for a regular update. In case of success,
|
||||||
|
a backup of the database before the upgrade is created.
|
||||||
|
|
||||||
|
The update of your custom modules must be successful to complete the entire upgrade process.
|
||||||
|
Make sure the status of your staging upgrade is :guilabel:`successful` before trying it in
|
||||||
|
production.
|
||||||
|
.. TODOUPG : once the page for developers is published, uncomment
|
||||||
|
.. More information on how to upgrade your custom modules can be found in the :ref:`upgrading customizations documentation <upgrade/upgrading_customizations>`.
|
||||||
|
|
||||||
|
.. group-tab:: On-premise
|
||||||
|
|
||||||
|
The command to upgrade a database to production is similar to the one of upgrading a test
|
||||||
|
database except for the argument `test`, which must be replaced by `production`:
|
||||||
|
|
||||||
|
.. code-block:: console
|
||||||
|
|
||||||
|
$ python <(curl -s https://upgrade.odoo.com/upgrade) production -d <your db name> -t <target version>
|
||||||
|
|
||||||
|
An upgraded production database can also be requested via the `Upgrade page
|
||||||
|
<https://upgrade.odoo.com/>`_.
|
||||||
|
Once the database is uploaded, any modification to your production database will **not** be
|
||||||
|
present on your upgraded database. This is why we recommend not using it during the upgrade
|
||||||
|
process.
|
||||||
|
|
||||||
|
.. important::
|
||||||
|
When requesting an upgraded database for production purposes, the copy is submitted without
|
||||||
|
a filestore. Therefore, the upgraded database filestore must be merged with the production
|
||||||
|
filestore before deploying the new version.
|
||||||
|
|
||||||
|
In case of an issue with your production database, you can request the assistance of Odoo via the
|
||||||
|
`support page <https://odoo.com/help?stage=post_upgrade>`__ by selecting the option related to
|
||||||
|
the upgrade in production.
|
||||||
|
|
||||||
.. seealso::
|
|
||||||
:doc:`maintain/supported_versions`
|
|
||||||
|
|
||||||
.. _upgrade/sla:
|
.. _upgrade/sla:
|
||||||
|
|
||||||
Service-level agreement (SLA)
|
Service-level agreement (SLA)
|
||||||
=============================
|
-----------------------------
|
||||||
|
|
||||||
With Odoo Enterprise, upgrading a database to the most recent version of Odoo is **free**, including
|
With Odoo Enterprise, upgrading a database to the most recent version of Odoo is **free**, including
|
||||||
any support required to rectify potential discrepancies in the upgraded database.
|
any support required to rectify potential discrepancies in the upgraded database.
|
||||||
@ -230,7 +375,7 @@ Information about the upgrade services included in the Enterprise Licence is ava
|
|||||||
upgrade services you can expect.
|
upgrade services you can expect.
|
||||||
|
|
||||||
Upgrade services covered by the SLA
|
Upgrade services covered by the SLA
|
||||||
-----------------------------------
|
===================================
|
||||||
|
|
||||||
Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or self-hosted (On-Premise) can
|
Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or self-hosted (On-Premise) can
|
||||||
benefit from upgrade services at all times for:
|
benefit from upgrade services at all times for:
|
||||||
@ -245,7 +390,7 @@ Upgrade services are limited to the technical conversion and adaptation of a dat
|
|||||||
modules and data) to make it compatible with the version targeted by the upgrade.
|
modules and data) to make it compatible with the version targeted by the upgrade.
|
||||||
|
|
||||||
Upgrade services not covered by the SLA
|
Upgrade services not covered by the SLA
|
||||||
---------------------------------------
|
=======================================
|
||||||
|
|
||||||
The following upgrade-related services are **not** included:
|
The following upgrade-related services are **not** included:
|
||||||
|
|
||||||
@ -256,9 +401,6 @@ The following upgrade-related services are **not** included:
|
|||||||
<studio/automated-actions/action>`; and
|
<studio/automated-actions/action>`; and
|
||||||
- **training** on using the upgraded version's features and workflows.
|
- **training** on using the upgraded version's features and workflows.
|
||||||
|
|
||||||
.. note:: |assistance-contact|
|
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`Upgrade FAQ <upgrade/faq>`
|
|
||||||
- :doc:`Odoo.sh documentation <odoo_sh>`
|
- :doc:`Odoo.sh documentation <odoo_sh>`
|
||||||
- :doc:`Supported Odoo versions <maintain/supported_versions>`
|
- :doc:`Supported Odoo versions <maintain/supported_versions>`
|
||||||
|
|||||||
BIN
content/administration/upgrade/access-upgraded-db.png
Normal file
BIN
content/administration/upgrade/access-upgraded-db.png
Normal file
Binary file not shown.
|
After Width: | Height: | Size: 2.9 KiB |
BIN
content/administration/upgrade/databases-page.png
Normal file
BIN
content/administration/upgrade/databases-page.png
Normal file
Binary file not shown.
|
After Width: | Height: | Size: 2.6 KiB |
@ -1,228 +0,0 @@
|
|||||||
.. |assistance-contact| replace::
|
|
||||||
If you need Odoo assistance on this matter, please get in touch with your Odoo Account Manager or
|
|
||||||
our `Sales department`_.
|
|
||||||
.. _Sales department: mailto:sales@odoo.com
|
|
||||||
|
|
||||||
===
|
|
||||||
FAQ
|
|
||||||
===
|
|
||||||
|
|
||||||
.. _upgrade-faq/why:
|
|
||||||
|
|
||||||
Why upgrade
|
|
||||||
===========
|
|
||||||
|
|
||||||
* You benefit from the latest features of the :ref:`new major version
|
|
||||||
<upgrade-faq/release-notes>` released by Odoo.
|
|
||||||
* If you are in an :ref:`unsupported version <upgrade/supported-versions>`, you get a new version
|
|
||||||
with support.
|
|
||||||
|
|
||||||
.. _upgrade-faq/when:
|
|
||||||
|
|
||||||
When to upgrade
|
|
||||||
===============
|
|
||||||
|
|
||||||
Whenever you want. You can make your upgrade request as soon as a new version is released or when
|
|
||||||
your version turns unsupported, and you still wish to enjoy support.
|
|
||||||
|
|
||||||
.. _upgrade-faq/availability:
|
|
||||||
|
|
||||||
Availability of the new version
|
|
||||||
===============================
|
|
||||||
|
|
||||||
As soon as Odoo announces the release of a new major version, you can create a test upgrade request
|
|
||||||
to try the latest version. Please note that at this point, the upgrade scripts will only have been
|
|
||||||
tested with demo data. Please report any issue you might encounter while testing via the `Odoo
|
|
||||||
Support page <https://www.odoo.com/help>`_ and make sure to be happy with your test version before
|
|
||||||
requesting the upgrade of your database in production.
|
|
||||||
|
|
||||||
.. _upgrade-faq/duration:
|
|
||||||
|
|
||||||
Duration of the upgrade
|
|
||||||
=======================
|
|
||||||
|
|
||||||
It is impossible to give time estimates for every upgrade request.
|
|
||||||
|
|
||||||
In general, the "smaller" the database, the quickest the upgrade request is completed. 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.
|
|
||||||
|
|
||||||
You can expect the time it takes for the platform to upgrade the test database to be similar to the
|
|
||||||
production upgrade.
|
|
||||||
|
|
||||||
.. _upgrade-faq/project:
|
|
||||||
|
|
||||||
Duration of the upgrade project
|
|
||||||
-------------------------------
|
|
||||||
|
|
||||||
It depends on the user involvement (the time spent on testing, reporting problems, etc.) and the
|
|
||||||
issues encountered that might need to be addressed by our technical team.
|
|
||||||
|
|
||||||
So, in a nutshell, what can impact your upgrade lead time?
|
|
||||||
|
|
||||||
* Source & targeted versions
|
|
||||||
* Installed apps
|
|
||||||
* Volume of data
|
|
||||||
* Amount of customization (models, fields, methods, workflows, reports, website, etc.)
|
|
||||||
* Installation of new apps or configuration changes after the start of the test phase
|
|
||||||
* User commitment
|
|
||||||
|
|
||||||
.. _upgrade-faq/custom-modules:
|
|
||||||
|
|
||||||
Upgrade of the custom modules
|
|
||||||
=============================
|
|
||||||
|
|
||||||
As stated in our :doc:`/legal/terms/enterprise`, section :ref:`charges_standard`, this optional
|
|
||||||
service is subject to additional fees.
|
|
||||||
|
|
||||||
Depending on your situation, the custom code could be upgraded by our services, by one of our
|
|
||||||
partners, or you can do it yourself.
|
|
||||||
|
|
||||||
.. note:: |assistance-contact|
|
|
||||||
|
|
||||||
.. _upgrade-faq/upgrade-or-migration:
|
|
||||||
|
|
||||||
Upgrade or Migration
|
|
||||||
====================
|
|
||||||
|
|
||||||
An upgrade is switching to a newer version of Odoo, while a migration reflects the change of
|
|
||||||
:ref:`editions <upgrade-faq/editions-change>` or change of :ref:`hosting type
|
|
||||||
<upgrade-faq/hosting-types-switch>`.
|
|
||||||
|
|
||||||
.. note:: |assistance-contact|
|
|
||||||
|
|
||||||
.. _upgrade-faq/editions-change:
|
|
||||||
|
|
||||||
Editions change (from Community to Enterprise)
|
|
||||||
==============================================
|
|
||||||
|
|
||||||
The upgrade always returns an Enterprise edition of Odoo, whether the database you sent was a
|
|
||||||
community or enterprise edition. It is required to have an enterprise subscription to upgrade.
|
|
||||||
|
|
||||||
.. note::
|
|
||||||
If you need assistance on this matter, please contact us via the `Odoo Support page
|
|
||||||
<https://www.odoo.com/help>`_.
|
|
||||||
|
|
||||||
.. seealso::
|
|
||||||
- `Editions <https://www.odoo.com/page/editions>`_
|
|
||||||
|
|
||||||
.. _upgrade-faq/hosting-types-switch:
|
|
||||||
|
|
||||||
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>`_.
|
|
||||||
|
|
||||||
Open the following link to get :doc:`more information about how to change your hosting type
|
|
||||||
<../maintain/hosting_changes>`.
|
|
||||||
|
|
||||||
.. note:: |assistance-contact|
|
|
||||||
|
|
||||||
.. _upgrade-faq/upgrade-report:
|
|
||||||
|
|
||||||
The Upgrade Report
|
|
||||||
==================
|
|
||||||
|
|
||||||
When an upgrade request completes successfully (test or production), you receive an email
|
|
||||||
notification about it that includes an 'Upgrade Report'. This report is also sent to you via the
|
|
||||||
Discuss app. It contains valuable information regarding changes that occurred during the upgrade.
|
|
||||||
While it serves as a guide to possible issues to look out for, it is not an exhaustive list. It
|
|
||||||
remains imperative that you test the upgraded database thoroughly and report any discrepancies you
|
|
||||||
might find, before you decide to upgrade your production database.
|
|
||||||
|
|
||||||
.. _upgrade-faq/custom-views:
|
|
||||||
|
|
||||||
Custom views
|
|
||||||
============
|
|
||||||
|
|
||||||
During the upgrade, some custom views might get disabled for technical reasons. Therefore they might
|
|
||||||
have to be fixed after the upgrade. The :ref:`Upgrade Report <upgrade-faq/upgrade-report>` that is
|
|
||||||
generated after the upgrade is available in the Discuss app, and lists all the custom views that
|
|
||||||
might be impacted by this.
|
|
||||||
|
|
||||||
.. _upgrade-faq/release-notes:
|
|
||||||
|
|
||||||
Release Notes by version
|
|
||||||
========================
|
|
||||||
|
|
||||||
Open our `Release Note <https://www.odoo.com/page/release-notes>`_ page to get a summary of the new
|
|
||||||
features and improvements made in each version.
|
|
||||||
|
|
||||||
How long is my test available for
|
|
||||||
=================================
|
|
||||||
|
|
||||||
An Odoo Online test database is available for one month by default. We can extend this trial period
|
|
||||||
upon request. For Odoo.sh or on-premise, there is no restriction.
|
|
||||||
|
|
||||||
How many tests to perform before upgrading to production?
|
|
||||||
=========================================================
|
|
||||||
|
|
||||||
As many as needed. When you are comfortable with the database, run a last test upgrade 48 hours
|
|
||||||
before requesting your production upgrade and test your workflows one last time.
|
|
||||||
|
|
||||||
How to/Where to report upgrade issues?
|
|
||||||
======================================
|
|
||||||
|
|
||||||
If you encounter issues during the upgrade process, please contact the Odoo Support through the
|
|
||||||
`Odoo Support page <https://www.odoo.com/help>`_.
|
|
||||||
|
|
||||||
- To report an issue discovered during the testing phase, please select **An issue related to my
|
|
||||||
upgrade (test phase)**.
|
|
||||||
- To report an issue discovered post-upgrade, please select **An issue related to my upgrade
|
|
||||||
(production)**.
|
|
||||||
|
|
||||||
Upgrading to production
|
|
||||||
=======================
|
|
||||||
|
|
||||||
Once you have completed testing and are happy with the result, you decide on a date and time when
|
|
||||||
you stop users from accessing Odoo, freeze all data entries, and create an upgrade request for the
|
|
||||||
production upgrade.
|
|
||||||
|
|
||||||
How is my data handled in the Upgrade Platform?
|
|
||||||
===============================================
|
|
||||||
|
|
||||||
The Odoo Upgrade platform uses the same Privacy Policy as the rest of Odoo.com services.
|
|
||||||
|
|
||||||
Your data is hosted on servers that follow our security guidelines, namely:
|
|
||||||
|
|
||||||
- SSL - All web connections to client instances are protected with 256-bit SSL encryption
|
|
||||||
(HTTPS with a 2048-bit modulus SSL certificate), and running behind Grade A SSL stacks. All our
|
|
||||||
certificate chains are using SHA-2 already.
|
|
||||||
- Safe System - Our servers are running recent Linux distribution with up-to-date security patches,
|
|
||||||
with firewall and intrusion countermeasures (not disclosed for obvious reasons).
|
|
||||||
|
|
||||||
Servers are located at the same locations as our Cloud providers with the following services:
|
|
||||||
|
|
||||||
- Restricted perimeter, physically accessed by authorized data center employees only
|
|
||||||
- Physical access control with security badges or biometrical security
|
|
||||||
- Security cameras monitoring the data center locations 24/7
|
|
||||||
- Security personnel on-site 24/7
|
|
||||||
|
|
||||||
The uploaded and migrated databases uploaded to the Upgrade platform are kept for up to 3 months and
|
|
||||||
are permanently deleted following that period.
|
|
||||||
|
|
||||||
You can learn more about privacy and data handling at Odoo by visiting our `General Data Protection
|
|
||||||
Regulation page <https://www.odoo.com/gdpr>`_.
|
|
||||||
|
|
||||||
Rolling Release (applicable to Odoo Online databases)
|
|
||||||
=====================================================
|
|
||||||
|
|
||||||
This feature allows customers to upgrade their database directly from a message prompt sent to the
|
|
||||||
database administrator as soon as the new version is released. Odoo first tests the upgrade to the
|
|
||||||
next version. The rolling release upgrade option is displayed if the automated tests are successful.
|
|
||||||
The message offers two options:
|
|
||||||
|
|
||||||
#. To 'Upgrade Now', which immediately triggers the upgrade of your live production database.
|
|
||||||
|
|
||||||
#. To take you to your `database manager <https://www.odoo.com/my/databases/>`_ where you can
|
|
||||||
`request an upgraded test database <https://upgrade.odoo.com/#online/>`_ and check the upgraded
|
|
||||||
test database for any discrepancies.
|
|
||||||
|
|
||||||
When you choose to proceed with the production upgrade directly, make sure all users have saved
|
|
||||||
their work and are logged out. The upgrade takes approximately 15 minutes. During this time your
|
|
||||||
database is unreachable. If you notice any problem after the upgrade, please report it via the `Odoo
|
|
||||||
Support page <https://www.odoo.com/help>`_.
|
|
||||||
|
|
||||||
.. note::
|
|
||||||
If you are using the Website or Studio app, we recommend you always do a test upgrade before
|
|
||||||
upgrading your production instance.
|
|
||||||
BIN
content/administration/upgrade/odoo-sh-prod.png
Normal file
BIN
content/administration/upgrade/odoo-sh-prod.png
Normal file
Binary file not shown.
|
After Width: | Height: | Size: 35 KiB |
BIN
content/administration/upgrade/odoo-sh-staging.png
Normal file
BIN
content/administration/upgrade/odoo-sh-staging.png
Normal file
Binary file not shown.
|
After Width: | Height: | Size: 24 KiB |
@ -1,92 +0,0 @@
|
|||||||
===========
|
|
||||||
Odoo Online
|
|
||||||
===========
|
|
||||||
|
|
||||||
Odoo databases can be manually upgraded directly from the main Odoo website. To upgrade an Odoo
|
|
||||||
database, navigate to the `database manager <https://www.odoo.com/my/databases>`_ page and sign in.
|
|
||||||
|
|
||||||
The database manager page displays all of the Odoo databases associated with the user's account. Any
|
|
||||||
databases that are not already on the most recent version of Odoo display an **arrow in a circle**
|
|
||||||
icon next to the database name, indicating that the database can be upgraded.
|
|
||||||
|
|
||||||
.. image:: odoo_online/databases-page.png
|
|
||||||
:align: center
|
|
||||||
:alt: The database manager page with an upgrade button next to the name of a database.
|
|
||||||
|
|
||||||
.. important::
|
|
||||||
- If the database's version is **lower** than the latest major release: the database must be
|
|
||||||
upgraded within two months. After these two months, an automatic upgrade is initiated.
|
|
||||||
- If the database's version is **equal** to or **higher** than the latest major release:
|
|
||||||
you can disregard the invitation to upgrade, as the database probably would not benefit from
|
|
||||||
new features every two months.
|
|
||||||
|
|
||||||
If a database is *not* on the latest online version, its administrator should receive an invitation
|
|
||||||
to upgrade on the database's dashboard, displayed as an **arrow in a circle**.
|
|
||||||
|
|
||||||
.. image:: odoo_online/database-notification.png
|
|
||||||
:alt: Invitation to upgrade on the database dashboard.
|
|
||||||
|
|
||||||
.. note::
|
|
||||||
Versions that are not supported anymore become deprecated and must be updated to avoid
|
|
||||||
security issues. It is recommended to initiate the upgrade yourself and not wait for the
|
|
||||||
automatic upgrade, as the former method allows you to request a test upgrade of the database to
|
|
||||||
check for any discrepancies.
|
|
||||||
|
|
||||||
Test database
|
|
||||||
=============
|
|
||||||
|
|
||||||
Click on the **arrow in a circle** icon to start the upgrade process. On the :guilabel:`Upgrade your
|
|
||||||
database` pop-up, select the version of Odoo that the platform will be upgraded to. In the
|
|
||||||
:guilabel:`Email to notify` field, enter an email address that will receive email notifications
|
|
||||||
about the database upgrade.
|
|
||||||
|
|
||||||
There is also a :guilabel:`Purpose` section on the pop-up that is used to specify the reason for the
|
|
||||||
upgrade. However, at this stage of the process, the only selectable option is :guilabel:`Test`, as
|
|
||||||
Odoo requires users to create a test copy of the upgraded database before converting the actual
|
|
||||||
database.
|
|
||||||
|
|
||||||
.. image:: odoo_online/upgrade-pop-up.png
|
|
||||||
:align: center
|
|
||||||
:alt: The "Upgrade your database" pop-up.
|
|
||||||
|
|
||||||
After filling out the form, click the :guilabel:`Upgrade` button. The pop-up disappears and the
|
|
||||||
database being upgraded shows a red :guilabel:`Upgrade in progress` tag next to its name. An email
|
|
||||||
confirming that the upgrade is in progress is also sent to the email address specified on the
|
|
||||||
pop-up.
|
|
||||||
|
|
||||||
.. image:: odoo_online/upgrade-in-progress.png
|
|
||||||
:align: center
|
|
||||||
:alt: The "Upgrade in progress" tag next to the database name.
|
|
||||||
|
|
||||||
Once the upgrade is complete, a new test database appears on the `database manager
|
|
||||||
<https://www.odoo.com/my/databases>`_ page. To access the test database, click the drop-down arrow
|
|
||||||
(:guilabel:`⯆`) to the left of the main database's name. Doing so makes the test version appear
|
|
||||||
below it. Finally, click the green :guilabel:`Connect` button on the right side of the test
|
|
||||||
version's row to go to the database.
|
|
||||||
|
|
||||||
.. image:: odoo_online/test-database.png
|
|
||||||
:align: center
|
|
||||||
:alt: A test database on the database manager page.
|
|
||||||
|
|
||||||
Except for being on the newer version of Odoo, the test database is an exact copy of the one being
|
|
||||||
upgraded. It is important to do extensive testing in this database to ensure that the upgrade has
|
|
||||||
not altered or corrupted any data, and that all workflows still proceed as expected.
|
|
||||||
|
|
||||||
Production database
|
|
||||||
===================
|
|
||||||
|
|
||||||
After confirming the integrity of the new version, return to the `database manager
|
|
||||||
<https://www.odoo.com/my/databases>`_ page. Once again, click on the **arrow in a circle** icon next
|
|
||||||
to the database being upgraded. The :guilabel:`Upgrade your database` pop-up appears as before,
|
|
||||||
except that there is now a :guilabel:`Production` option under the :guilabel:`Purpose` section.
|
|
||||||
|
|
||||||
Select the :guilabel:`Production` option and then click :guilabel:`Upgrade` to begin the upgrade
|
|
||||||
process. As before, a notification email is sent to the email address provided and a red
|
|
||||||
:guilabel:`Upgrade in progress` tag appears next to the name of the database.
|
|
||||||
|
|
||||||
The production database is then taken offline and will be upgraded automatically. The time it takes
|
|
||||||
to upgrade the production database should be similar to the time that was necessary to upgrade the
|
|
||||||
test database. Make sure to inform database users of the scheduled downtime.
|
|
||||||
|
|
||||||
After the upgrade is finished, the :guilabel:`Upgrade in progress` tag disappears and the database
|
|
||||||
is upgraded to the version specified.
|
|
||||||
Binary file not shown.
|
Before Width: | Height: | Size: 51 KiB |
Binary file not shown.
|
Before Width: | Height: | Size: 5.6 KiB |
Binary file not shown.
|
Before Width: | Height: | Size: 8.3 KiB |
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|
Before Width: | Height: | Size: 6.2 KiB |
Binary file not shown.
|
Before Width: | Height: | Size: 15 KiB |
@ -1,132 +0,0 @@
|
|||||||
=======
|
|
||||||
Odoo.sh
|
|
||||||
=======
|
|
||||||
|
|
||||||
.. _upgrade/odoo_sh/overview:
|
|
||||||
|
|
||||||
Overview
|
|
||||||
========
|
|
||||||
|
|
||||||
Odoo.sh is integrated with the upgrade platform to make the upgrade process easier.
|
|
||||||
|
|
||||||
.. note::
|
|
||||||
The :guilabel:`Upgrade` tab is available in the branches view. It is only available for valid
|
|
||||||
projects with a valid production build.
|
|
||||||
|
|
||||||
.. image:: odoo_sh/odoo-sh-menu.png
|
|
||||||
:align: center
|
|
||||||
:alt: Click on the upgrade menu
|
|
||||||
|
|
||||||
The suggested upgrade steps on Odoo.sh are:
|
|
||||||
|
|
||||||
#. On a :guilabel:`Development` branch, upgrade your custom modules to keep them compatible with the
|
|
||||||
new version and thoroughly **test them**.
|
|
||||||
#. Switch that branch to the :guilabel:`Staging` branch, **upgrade** the last daily production
|
|
||||||
backup and **test it**. Write upgrade scripts if necessary.
|
|
||||||
#. Trigger the production upgrade from your :guilabel:`Production` branch and sit tight.
|
|
||||||
|
|
||||||
.. seealso::
|
|
||||||
- :doc:`../../administration/upgrade`
|
|
||||||
- :doc:`Upgrade FAQ <../upgrade/faq>`
|
|
||||||
- :doc:`Introduction to Odoo.sh <../odoo_sh/overview/introduction>`
|
|
||||||
|
|
||||||
.. _upgrade/odoo_sh/custom-modules:
|
|
||||||
|
|
||||||
Upgrade your custom modules
|
|
||||||
===========================
|
|
||||||
|
|
||||||
The first step is to upgrade your custom modules to keep them compatible with the new version. Fork
|
|
||||||
your :guilabel:`Production` branch in the :guilabel:`Development` stage, then go to the settings of
|
|
||||||
your :guilabel:`Development` branch and select the Odoo version you target. If needed, modify your
|
|
||||||
code to be compatible with the new version. Make sure to **test** your features are still working
|
|
||||||
correctly.
|
|
||||||
|
|
||||||
.. note::
|
|
||||||
Depending on your contract, the upgrade of your custom modules can be done by yourself, by your
|
|
||||||
Partner or by Odoo (if you hold a subscription including maintenance of customizations).
|
|
||||||
|
|
||||||
.. _upgrade/odoo_sh/testing-phase:
|
|
||||||
|
|
||||||
Upgrade your database on a staging branch
|
|
||||||
=========================================
|
|
||||||
|
|
||||||
Take the upgraded development branch and drag & drop it to :guilabel:`Staging`.
|
|
||||||
|
|
||||||
Go to the :guilabel:`Upgrade` tab and select the :guilabel:`target version`. Then, click on
|
|
||||||
:guilabel:`Test Upgrade`.
|
|
||||||
|
|
||||||
.. image:: odoo_sh/odoo-sh-staging.png
|
|
||||||
:align: center
|
|
||||||
:alt: Odoo.sh project and tabs
|
|
||||||
|
|
||||||
The **latest production daily automatic backup** is sent to the
|
|
||||||
`upgrade platform <https://www.upgrade.odoo.com>`_ to start the upgrade test process.
|
|
||||||
|
|
||||||
.. note::
|
|
||||||
You can follow the upgrade process by going to the :guilabel:`Upgrade` menu of your
|
|
||||||
:guilabel:`Production` branch.
|
|
||||||
|
|
||||||
When the upgraded backup is ready on the `upgrade platform <https://www.upgrade.odoo.com>`_, it is
|
|
||||||
automatically downloaded back to your project.
|
|
||||||
|
|
||||||
The branch is now in a **special mode**: each time a **commit is pushed** on the branch, a
|
|
||||||
**restore operation** of the upgraded backup occurs, and an **update of all the custom modules**
|
|
||||||
happens. This allows you to quickly iterate on your custom modules upgrade scripts. The log file of
|
|
||||||
the upgrade process can be found at :file:`~/logs/upgrade.log` in your newly upgraded staging build.
|
|
||||||
|
|
||||||
.. note::
|
|
||||||
- The **special upgrade mode** is automatically closed after 30 days.
|
|
||||||
- It may happen that custom modules are no longer needed after an upgrade. Custom modules in the
|
|
||||||
upgraded database are set to be updated. If the modules are missing in the code, the update
|
|
||||||
fails, thus failing the whole process. An empty module with a manifest and possibly some custom
|
|
||||||
upgrade script are necessary to clean up the database. The complete removal of the module has
|
|
||||||
to be handled afterwards.
|
|
||||||
|
|
||||||
Functionally test your upgraded database
|
|
||||||
========================================
|
|
||||||
|
|
||||||
Now that the test upgraded database is available on your staging branch, **thoroughly test it** and
|
|
||||||
make sure everything runs as it's supposed to. Once you are satisfied with the result, you are ready
|
|
||||||
to upgrade your production database.
|
|
||||||
|
|
||||||
Production upgrade
|
|
||||||
==================
|
|
||||||
|
|
||||||
Once you are happy with your testing, you can start the process on the :guilabel:`Production`
|
|
||||||
branch.
|
|
||||||
|
|
||||||
On your :guilabel:`Production` branch, go to the :guilabel:`Upgrade` tab, select the
|
|
||||||
:guilabel:`targeted version` and click on the :guilabel:`start Upgrade` button.
|
|
||||||
|
|
||||||
.. image:: odoo_sh/odoo-sh-prod.png
|
|
||||||
:align: center
|
|
||||||
:alt: View from the upgrade tab
|
|
||||||
|
|
||||||
The actual process is **triggered as soon as you push a new commit** in your branch. Make sure you
|
|
||||||
are pushing code that is compatible with the new version. For example by merging the code from your
|
|
||||||
upgraded staging branch.
|
|
||||||
|
|
||||||
.. note::
|
|
||||||
You can see the progress of the upgrade by going to the :guilabel:`Upgrade` tab of the main
|
|
||||||
branch.
|
|
||||||
|
|
||||||
.. image:: odoo_sh/odoo-sh-progress.png
|
|
||||||
:align: center
|
|
||||||
:alt: View showing the progress of the upgrade
|
|
||||||
|
|
||||||
.. important::
|
|
||||||
Your database is unavailable throughout the process.
|
|
||||||
|
|
||||||
.. note::
|
|
||||||
If anything goes wrong, the platform automatically reverts the upgrade, the same as it would be
|
|
||||||
for a regular update. In case of success, a backup is always made.
|
|
||||||
|
|
||||||
The update of your custom modules must be successful to complete the entire upgrade process. Make
|
|
||||||
sure the status of your staging upgrade is :guilabel:`successful` before trying it in production.
|
|
||||||
|
|
||||||
.. note::
|
|
||||||
It may happen that custom modules are no longer needed after an upgrade. Custom modules in the
|
|
||||||
upgraded database are set to be updated. If the modules are missing in the code, the update
|
|
||||||
fails, thus failing the whole process. An empty module with a manifest and possibly some custom
|
|
||||||
upgrade script are necessary to clean up the database. The complete removal of the module has to
|
|
||||||
be handled afterwards.
|
|
||||||
Binary file not shown.
|
Before Width: | Height: | Size: 4.3 KiB |
Binary file not shown.
|
Before Width: | Height: | Size: 42 KiB |
Binary file not shown.
|
Before Width: | Height: | Size: 69 KiB |
Binary file not shown.
|
Before Width: | Height: | Size: 31 KiB |
@ -1,76 +0,0 @@
|
|||||||
==========
|
|
||||||
On-Premise
|
|
||||||
==========
|
|
||||||
|
|
||||||
Test upgrade request
|
|
||||||
====================
|
|
||||||
|
|
||||||
There are two ways to create your upgrade request.
|
|
||||||
|
|
||||||
Upgrade request via command line
|
|
||||||
--------------------------------
|
|
||||||
|
|
||||||
For technically-advanced users and partners, the upgrade process can be initiated via the following
|
|
||||||
command line on the server where the database is hosted:
|
|
||||||
|
|
||||||
:command:`python <(curl -s https://upgrade.odoo.com/upgrade) test -d <your db name> -t
|
|
||||||
<target version>`
|
|
||||||
|
|
||||||
The above command creates the database dump, sends it to the upgrade platform, and initiates the
|
|
||||||
automated upgrade process. During the upgrade, you can follow the live logs on your screen.
|
|
||||||
Once the upgrade process is completed successfully, the upgraded database is restored onto the
|
|
||||||
server (as a duplicate test database).
|
|
||||||
|
|
||||||
Upgrade request via the Odoo Upgrade Portal
|
|
||||||
-------------------------------------------
|
|
||||||
|
|
||||||
#. Download a recent copy of your database and select the option :guilabel:`pg_dump custom format
|
|
||||||
(without filestore)`.
|
|
||||||
#. Upload this dump file at https://upgrade.odoo.com and select *Testing* as the aim.
|
|
||||||
Odoo performs the automated upgrade process. Once it is completed, you receive an email with a
|
|
||||||
link to download the upgrade database dump file.
|
|
||||||
#. Import the upgraded database into your on-premise environment and manually test all processes and
|
|
||||||
workflows.
|
|
||||||
|
|
||||||
.. note::
|
|
||||||
- For security reasons, only the person who submitted the upgrade request is able to download it.
|
|
||||||
- Any problem found during testing should be reported via the `helpdesk
|
|
||||||
<https://odoo.com/help>`_.
|
|
||||||
- For storage reasons, the copy of your database is submitted without a filestore to the upgrade
|
|
||||||
server. Therefore, the upgraded database does not contain the production filestore.
|
|
||||||
- Before restoring the upgraded database, its filestore must be merged with the production
|
|
||||||
filestore to be able to perform tests in the same conditions as it would be in the new version.
|
|
||||||
- The upgraded database contains:
|
|
||||||
|
|
||||||
- A `dump.sql` file containing the upgraded database.
|
|
||||||
- A `filestore` folder containing files that were extracted from in-database records into
|
|
||||||
attachments (if there are any) and new standard Odoo files from the targeted Odoo version
|
|
||||||
(like new images, icons, payment provider's logos, etc.). This is the folder that should be
|
|
||||||
merged with the production filestore in order to get the full upgraded filestore.
|
|
||||||
|
|
||||||
Upgrade your production database
|
|
||||||
================================
|
|
||||||
|
|
||||||
Once you have completed the testing successfully, you can proceed to upgrade your live database in
|
|
||||||
production. Download your upgraded database from the link in the email and import it onto your live
|
|
||||||
environment.
|
|
||||||
|
|
||||||
.. important::
|
|
||||||
- Same as in the test phase, when requesting an upgrade for production purposes, the copy of your
|
|
||||||
database is submitted without a filestore.
|
|
||||||
- Therefore, the upgraded database filestore must be merged with the production filestore before
|
|
||||||
deploying the new version.
|
|
||||||
|
|
||||||
Custom modules (if applicable)
|
|
||||||
==============================
|
|
||||||
|
|
||||||
The upgrade of a database that contains custom modules is a two-step process.
|
|
||||||
|
|
||||||
#. The standard upgrade is done when your upgrade request is completed.
|
|
||||||
#. Your custom modules also need to be upgraded to keep them compatible with the new version.
|
|
||||||
|
|
||||||
Depending on your contract, the upgrade of your custom modules can be done
|
|
||||||
|
|
||||||
#. by yourself.
|
|
||||||
#. by your Partner.
|
|
||||||
#. by Odoo (if you hold a subscription to 'Maintenance of Customizations').
|
|
||||||
BIN
content/administration/upgrade/rr-upgrade-message.png
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BIN
content/administration/upgrade/rr-upgrade-message.png
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BIN
content/administration/upgrade/upgrade-popup.png
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BIN
content/administration/upgrade/upgrade-popup.png
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|
After Width: | Height: | Size: 17 KiB |
@ -8,7 +8,11 @@ administration/maintain/online.rst administration/maintain/odoo_online.rst
|
|||||||
|
|
||||||
# administration/upgrade
|
# administration/upgrade
|
||||||
|
|
||||||
administration/upgrade/online_hosting.rst administration/upgrade/odoo_online.rst
|
administration/upgrade/online_hosting.rst administration/upgrade.rst
|
||||||
|
administration/upgrade/faq.rst administration/upgrade.rst
|
||||||
|
administration/upgrade/odoo_online.rst administration/upgrade.rst
|
||||||
|
administration/upgrade/odoo_sh.rst administration/upgrade.rst
|
||||||
|
administration/upgrade/on_premise.rst administration/upgrade.rst
|
||||||
|
|
||||||
# applications/accounting
|
# applications/accounting
|
||||||
|
|
||||||
|
|||||||
Loading…
Reference in New Issue
Block a user