[IMP] maintain: odoo online database management

task-2995394

closes odoo/documentation#5002

X-original-commit: c6e6401e36
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
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Xavier 2023-06-29 14:03:50 +00:00 committed by Xavier (XPL)
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Odoo Online database management
===============================
To manage a database, sign in to https://www.odoo.com and access the `database management page
<https://www.odoo.com/my/databases>`_ by clicking on the user icon, then on
:guilabel:`My Databases`.
To manage a database, go to the `database manager <https://www.odoo.com/my/databases>`_ and sign in
as the database administrator.
.. image:: odoo_online/my-databases.png
:align: center
:alt: Clicking on the user icon opens a drop-down menu. "My databases" button is highlighted.
All the main database management options are available by clicking the database name, except the
upgrade option, which can be accessed by clicking the **arrow in a circle** icon next to the
database name. It is only displayed if an upgrade is available.
.. note::
Make sure to connect as the administrator of the database that changes will be made on.
.. image:: odoo_online/dropdown-menu.png
:align: right
:alt: Clicking on the gear icon opens the drop-down menu.
Open the drop-down menu next to the database that changes will be made on by clicking on the gear
icon.
Several actions are available:
.. image:: odoo_online/database-manager.png
:alt: Accessing the database management options
- :ref:`odoo_online/upgrade`
- :ref:`odoo_online/duplicate`
@ -37,39 +27,24 @@ Several actions are available:
Upgrade
=======
If the database is *not* on the latest **Online version**, the administrator should receive an
invitation to :doc:`upgrade <../upgrade>` the database. A :guilabel:`Rolling Release`` button on the
database's main screen proposes an upgrade to the latest version (e.g., 14.0 to 16.1).
.. important::
- | **If the Odoo 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 Odoo database's version is equal to or higher than the latest major release:**
| Disregard the invitation to upgrade as the database probably wouldn't benefit from new
features every two months.
.. note::
Versions that are not supported anymore become deprecated and need to be updated to avoid
security issues. Odoo recommends that the company initiate the upgrade, as this method allows for
the company to request a test upgrade of the database to check for any discrepancies.
Trigger a database upgrade.
.. seealso::
- :doc:`../upgrade`
- :doc:`supported_versions`
For more information about the upgrade process, check out the :doc:`Odoo Online upgrade
documentation <../upgrade/odoo_online>`.
.. _odoo_online/duplicate:
Duplicate
=========
This allows to make an exact copy of the database to be able to perform testing without compromising
the daily operations.
Create an exact copy of the database, which can be used to perform testing without compromising
daily operations.
.. important::
- By checking :guilabel:`For testing purposes`, all external communication (emails, payments,
delivery orders, etc.) are disabled by default on the duplicated database.
- Duplicate databases expire automatically after 15 days.
- By checking :guilabel:`For testing purposes`, all external actions (emails, payments, delivery
orders, etc.) are disabled by default on the duplicated database.
- Duplicated databases expire automatically after 15 days.
.. _odoo_online/rename:
@ -83,28 +58,31 @@ Rename the database and its URL.
Download
========
Instantly download a ZIP file with a backup of the database.
Download a ZIP file containing a backup of the database.
.. note::
Databases are backed up daily according to the `Odoo Cloud SLA
Databases are backed up daily as per the `Odoo Cloud Hosting SLA
<https://www.odoo.com/cloud-sla>`_.
.. _odoo_online/domains:
Domains
=======
Domain names
============
Configure custom domains to access the database via another URL.
Use a custom :doc:`domain name <domain_names>` to access the database via another URL.
.. seealso::
- :doc:`domain_names`
.. tip::
You can :ref:`register a domain name for free <domain-name/odoo-register>`.
.. _odoo_online/tags:
Tags
====
Add tags to sort your databases out. You can search the tags in the search bar.
Add tags to easily identify and sort your databases.
.. tip::
You can search for tags in the search bar.
.. _odoo_online/delete:
@ -114,44 +92,43 @@ Delete
Delete a database instantly.
.. danger::
Deleting a database means that all data is permanently lost. The deletion is instant and for all
users. It is recommended to create a backup of the database before deleting it.
Deleting a database means that all data is permanently lost. The deletion is instant and applies
to all users. It is recommended to create a backup of the database before deleting it.
Carefully read the warning message that pops up and proceed only if the implications of deleting a
database are fully understood:
Carefully read the warning message and only proceed if the implications of deleting a database are
fully understood.
.. image:: odoo_online/delete.png
:align: center
:alt: A warning message is prompted before deleting a database.
:alt: The warning message displayed before deleting a database
.. note::
- Only an administrator can delete a database.
- The database name is immediately available for a new database.
- It is not possible to delete a database if it is expired or linked to a subscription. If
needed, please get in touch with `Odoo Support <https://www.odoo.com/help>`_.
- The database name is immediately made available to anyone.
- Deleting a database if it has expired or is linked to a subscription is impossible. In that
case, contact `Odoo Support <https://www.odoo.com/help>`_.
.. _odoo_online/contact-support:
Contact Support
===============
Contact us
==========
Access the Odoo `support page <https://www.odoo.com/help>`_ with your database's details already
Access the `Odoo.com support page <https://www.odoo.com/help>`_ with the database's details already
pre-filled.
.. _odoo_online/users:
Invite / Remove Users
Invite / remove users
=====================
To invite users, fill out the email address of the new user and click on :guilabel:`Invite`. To add
multiple users, click on :guilabel:`Add more users`.
To invite users, fill out the new user's email address and click :guilabel:`Invite`. To add multiple
users, click :guilabel:`Add more users`.
.. image:: odoo_online/invite-users.png
:align: center
:alt: Clicking on "Add more users" adds additional email fields.
:alt: Inviting a user on a database
To remove users, select the users to remove and click on :guilabel:`Remove`.
To remove users, select them and click :guilabel:`Remove`.
.. seealso::
- :doc:`/applications/general/users/manage_users`
- :doc:`/applications/general/users/delete_account`
- :doc:`../../applications/general/users/manage_users`
- :doc:`../../applications/general/users/delete_account`

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@ -13,6 +13,25 @@ icon next to the database name, indicating that the database can be upgraded.
: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
=============
@ -65,5 +84,9 @@ Select the :guilabel:`Production` option and then click :guilabel:`Upgrade` to b
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.

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