[IMP] db_management: rework section for future content

The "database management" section was just a big fourre-tout.

This commit splits a new "Practical Info" section from the
"Applications" section and split the db management page in
3 sub-pages that will be soon extended.
This commit is contained in:
Damien Bouvy 2016-12-19 14:23:14 +01:00 committed by Yannick Tivisse
parent 3cfcd41ee0
commit 60ab9a5634
11 changed files with 118 additions and 99 deletions

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@ -18,8 +18,6 @@ Applications
project
expense/expense
general
getting_started/documentation
db_management/documentation
legal
.. expenses
.. recruitment

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@ -0,0 +1,57 @@
:banner: banners/db_online.jpg
.. _db_online:
==========================
Online Database management
==========================
.. _duplicate_online:
Duplicating a database
======================
.. note:: Database duplication, renaming, custom DNS, etc. is not available
to free customers of our Online platform.
Access the `database management page <https://www.odoo.com/my/databases>`__
(you will have to sign in). Next, make sure you are connected as the
administrator of the database you want to duplicate. After that, click
on the **Manage Your Databases** button.
.. image:: media/databases.png
:align: center
In the line of the database you want to duplicate, you will have a few
buttons. To duplicate your database, just click **Duplicate**. You will
have to give a name to your duplicate, then click **Duplicate Database**.
.. image:: media/db_buttons.png
:align: center
.. image:: media/db_duplicate.png
:align: center
.. danger:: A duplicated database has the same behaviour as a real one:
* Emails are sent
* Payments are processed (in the e-commerce, for example)
* Delivery orders (shipping providers) are sent
* Etc.
It is **strongly** advised to test behaviour using sample
customers/products (with a `disposable e-mail <http://www.mailinator.com>`__
address, for example)
After a few seconds, you will be logged in your duplicated database.
Notice that the url uses the name you chose for your duplicated
database.
.. note :: Duplicate databases expire automatically after 15 days.
.. image:: media/dup_expires.png
:align: center

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@ -0,0 +1,38 @@
:banner: banners/db_premise.jpg
.. _db_premise:
==============================
On-premise Database management
==============================
.. _duplicate_premise:
Duplicating a database
======================
You can duplicate your database by accessing the database manager on your
server (<odoo-server>/web/database/manager). In this page, you can easily
duplicate your database (among other things).
.. image:: media/db_manager.gif
:align: center
When you duplicate a local database, it is **strongly** advised to change
the duplicated database's uuid (Unniversally Unique Identifier), since this
uuid is how your database identifies itself with our servers. Having two
databases with the same uuid could result in invoicing problems or registration
problems down the line.
.. note:: From July 2016 onward, Odoo 9 now automatically change the uuid of a
duplicated database; a manual operation is no longer required.
The database uuid is currently accessible from the menu **Settings > Technical
> System Parameters**, we advise you to use a
`uuid generator <https://www.uuidgenerator.net>`__ or to use the unix command
``uuidgen`` to generate a new uuid. You can then simply replace it like any
other record by clicking on it and using the edit button.
.. image:: media/db_uuid.png
:align: center

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@ -1,10 +1,10 @@
:banner: banners/db_management.jpg
:banner: banners/users.jpg
.. _db_management/documentation:
============================
How to manage your databases
============================
==================
Users and Features
==================
As the administrator of your database, you are responsible for its usage.
This includes the Apps you install as well as the number of users currently
@ -17,94 +17,18 @@ subscription amount significantly (or switch you from a free account
to a paying one on our online platform).
This page contains some information as to how you can manage your Odoo
instances. The most important section concern the
:ref:`duplication <duplicate>` of your database: whenever you wish to
install or remove an App, you should **always** test it first on a duplicate
of your production database. That way, if something goes wrong, your
day-to-day business is not impacted.
instances. Before carrying any of these procedures, we **strongly** advise
to test them on a duplicate of your database first. That way, if something goes
wrong, your day-to-day business is not impacted.
.. note:: You can find guides on how to duplicate your databases both for
:ref:`online <duplicate_online>` and :ref:`on premise <duplicate_premise>`
installations.
.. note:: If you have questions about the content of this page or if you
encounter an issue while carrying out these procedures, please contact
us through our `support form <https://www.odoo.com/help>`__.
.. note:: Database duplication, renaming, custom DNS, etc. is not available
to free customers of our Online platform.
.. _duplicate:
Duplicating a database (online)
===============================
Access the `database management page <https://www.odoo.com/my/databases>`__
(you will have to sign in). Next, make sure you are connected as the
administrator of the database you want to duplicate. After that, click
on the **Manage Your Databases** button.
.. image:: media/databases.png
:align: center
In the line of the database you want to duplicate, you will have a few
buttons. To duplicate your database, just click **Duplicate**. You will
have to give a name to your duplicate, then click **Duplicate Database**.
.. image:: media/db_buttons.png
:align: center
.. image:: media/db_duplicate.png
:align: center
.. danger:: A duplicated database has the same behaviour as a real one:
* Emails are sent
* Payments are processed (in the e-commerce, for example)
* Delivery orders (shipping providers) are sent
* Etc.
It is **strongly** advised to test behaviour using sample
customers/products (with a `disposable e-mail <http://www.mailinator.com>`__
address, for example)
After a few seconds, you will be logged in your duplicated database.
Notice that the url uses the name you chose for your duplicated
database.
.. note :: Duplicate databases expire automatically after 15 days.
.. image:: media/dup_expires.png
:align: center
Duplicating a database (on-premise)
===================================
You can duplicate your database by accessing the database manager on your
server (<odoo-server>/web/database/manager). In this page, you can easily
duplicate your database (among other things).
.. image:: media/db_manager.gif
:align: center
When you duplicate a local database, it is **strongly** advised to change
the duplicated database's uuid (Unniversally Unique Identifier), since this
uuid is how your database identifies itself with our servers. Having two
databases with the same uuid could result in invoicing problems or registration
problems down the line.
.. note:: From July 2016 onward, Odoo 9 now automatically change the uuid of a
duplicated database; a manual operation is no longer required.
The database uuid is currently accessible from the menu **Settings > Technical
> System Parameters**, we advise you to use a
`uuid generator <https://www.uuidgenerator.net>`__ or to use the unix command
``uuidgen`` to generate a new uuid. You can then simply replace it like any
other record by clicking on it and using the edit button.
.. image:: media/db_uuid.png
:align: center
Deactivating Users
==================

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@ -1,10 +0,0 @@
:banner: banners/getting_started.jpg
===============
Getting Started
===============
.. toctree::
:titlesonly:
getting_started/documentation

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@ -9,3 +9,4 @@ Odoo User Documentation
Index <self>
applications
practical

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@ -0,0 +1,11 @@
=====================
Practical Information
=====================
.. toctree::
:titlesonly:
getting_started/documentation
db_management/documentation
db_management/db_online
db_management/db_premise