[IMP] maintain: odoo online database management
task-2995394
closes odoo/documentation#5005
X-original-commit: c6e6401e36
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
@ -2,25 +2,15 @@
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Odoo Online database management
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===============================
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To manage a database, sign in to https://www.odoo.com and access the `database management page
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<https://www.odoo.com/my/databases>`_ by clicking on the user icon, then on
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:guilabel:`My Databases`.
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To manage a database, go to the `database manager <https://www.odoo.com/my/databases>`_ and sign in
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as the database administrator.
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.. image:: odoo_online/my-databases.png
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:align: center
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:alt: Clicking on the user icon opens a drop-down menu. "My databases" button is highlighted.
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All the main database management options are available by clicking the database name, except the
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upgrade option, which can be accessed by clicking the **arrow in a circle** icon next to the
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database name. It is only displayed if an upgrade is available.
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.. note::
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Make sure to connect as the administrator of the database that changes will be made on.
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.. image:: odoo_online/dropdown-menu.png
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:align: right
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:alt: Clicking on the gear icon opens the drop-down menu.
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Open the drop-down menu next to the database that changes will be made on by clicking on the gear
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icon.
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Several actions are available:
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.. image:: odoo_online/database-manager.png
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:alt: Accessing the database management options
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- :ref:`odoo_online/upgrade`
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- :ref:`odoo_online/duplicate`
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@ -37,39 +27,24 @@ Several actions are available:
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Upgrade
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=======
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If the database is *not* on the latest **Online version**, the administrator should receive an
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invitation to :doc:`upgrade <../upgrade>` the database. A :guilabel:`Rolling Release`` button on the
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database's main screen proposes an upgrade to the latest version (e.g., 14.0 to 16.1).
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.. important::
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- | **If the Odoo database's version is lower than the latest major release:**
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| The database must be upgraded within two months. After these two months, an automatic
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upgrade is initiated.
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- | **If the Odoo database's version is equal to or higher than the latest major release:**
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| Disregard the invitation to upgrade as the database probably wouldn't benefit from new
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features every two months.
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.. note::
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Versions that are not supported anymore become deprecated and need to be updated to avoid
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security issues. Odoo recommends that the company initiate the upgrade, as this method allows for
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the company to request a test upgrade of the database to check for any discrepancies.
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Trigger a database upgrade.
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.. seealso::
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- :doc:`../upgrade`
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- :doc:`supported_versions`
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For more information about the upgrade process, check out the :doc:`Odoo Online upgrade
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documentation <../upgrade/odoo_online>`.
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.. _odoo_online/duplicate:
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Duplicate
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=========
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This allows to make an exact copy of the database to be able to perform testing without compromising
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the daily operations.
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Create an exact copy of the database, which can be used to perform testing without compromising
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daily operations.
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.. important::
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- By checking :guilabel:`For testing purposes`, all external communication (emails, payments,
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delivery orders, etc.) are disabled by default on the duplicated database.
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- Duplicate databases expire automatically after 15 days.
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- By checking :guilabel:`For testing purposes`, all external actions (emails, payments, delivery
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orders, etc.) are disabled by default on the duplicated database.
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- Duplicated databases expire automatically after 15 days.
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.. _odoo_online/rename:
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@ -83,28 +58,31 @@ Rename the database and its URL.
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Download
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========
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Instantly download a ZIP file with a backup of the database.
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Download a ZIP file containing a backup of the database.
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.. note::
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Databases are backed up daily according to the `Odoo Cloud SLA
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Databases are backed up daily as per the `Odoo Cloud Hosting SLA
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<https://www.odoo.com/cloud-sla>`_.
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.. _odoo_online/domains:
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Domains
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=======
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Domain names
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============
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Configure custom domains to access the database via another URL.
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Use a custom :doc:`domain name <domain_names>` to access the database via another URL.
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.. seealso::
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- :doc:`domain_names`
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.. tip::
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You can :ref:`register a domain name for free <domain-name/odoo-register>`.
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.. _odoo_online/tags:
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Tags
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====
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Add tags to sort your databases out. You can search the tags in the search bar.
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Add tags to easily identify and sort your databases.
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.. tip::
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You can search for tags in the search bar.
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.. _odoo_online/delete:
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@ -114,44 +92,43 @@ Delete
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Delete a database instantly.
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.. danger::
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Deleting a database means that all data is permanently lost. The deletion is instant and for all
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users. It is recommended to create a backup of the database before deleting it.
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Deleting a database means that all data is permanently lost. The deletion is instant and applies
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to all users. It is recommended to create a backup of the database before deleting it.
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Carefully read the warning message that pops up and proceed only if the implications of deleting a
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database are fully understood:
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Carefully read the warning message and only proceed if the implications of deleting a database are
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fully understood.
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.. image:: odoo_online/delete.png
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:align: center
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:alt: A warning message is prompted before deleting a database.
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:alt: The warning message displayed before deleting a database
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.. note::
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- Only an administrator can delete a database.
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- The database name is immediately available for a new database.
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- It is not possible to delete a database if it is expired or linked to a subscription. If
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needed, please get in touch with `Odoo Support <https://www.odoo.com/help>`_.
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- The database name is immediately made available to anyone.
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- Deleting a database if it has expired or is linked to a subscription is impossible. In that
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case, contact `Odoo Support <https://www.odoo.com/help>`_.
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.. _odoo_online/contact-support:
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Contact Support
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===============
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Contact us
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==========
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Access the Odoo `support page <https://www.odoo.com/help>`_ with your database's details already
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Access the `Odoo.com support page <https://www.odoo.com/help>`_ with the database's details already
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pre-filled.
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.. _odoo_online/users:
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Invite / Remove Users
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Invite / remove users
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=====================
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To invite users, fill out the email address of the new user and click on :guilabel:`Invite`. To add
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multiple users, click on :guilabel:`Add more users`.
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To invite users, fill out the new user's email address and click :guilabel:`Invite`. To add multiple
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users, click :guilabel:`Add more users`.
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.. image:: odoo_online/invite-users.png
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:align: center
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:alt: Clicking on "Add more users" adds additional email fields.
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:alt: Inviting a user on a database
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To remove users, select the users to remove and click on :guilabel:`Remove`.
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To remove users, select them and click :guilabel:`Remove`.
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.. seealso::
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- :doc:`/applications/general/users/manage_users`
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- :doc:`/applications/general/users/delete_account`
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- :doc:`../../applications/general/users/manage_users`
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- :doc:`../../applications/general/users/delete_account`
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content/administration/maintain/odoo_online/database-manager.png
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@ -13,6 +13,25 @@ icon next to the database name, indicating that the database can be upgraded.
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:align: center
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:alt: The database manager page with an upgrade button next to the name of a database.
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.. important::
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- If the database's version is **lower** than the latest major release: the database must be
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upgraded within two months. After these two months, an automatic upgrade is initiated.
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- If the database's version is **equal** to or **higher** than the latest major release:
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you can disregard the invitation to upgrade, as the database probably would not benefit from
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new features every two months.
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|
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If a database is *not* on the latest online version, its administrator should receive an invitation
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to upgrade on the database's dashboard, displayed as an **arrow in a circle**.
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.. image:: odoo_online/database-notification.png
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:alt: Invitation to upgrade on the database dashboard.
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.. note::
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Versions that are not supported anymore become deprecated and must be updated to avoid
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security issues. It is recommended to initiate the upgrade yourself and not wait for the
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automatic upgrade, as the former method allows you to request a test upgrade of the database to
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check for any discrepancies.
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Test database
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=============
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@ -65,5 +84,9 @@ Select the :guilabel:`Production` option and then click :guilabel:`Upgrade` to b
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process. As before, a notification email is sent to the email address provided and a red
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:guilabel:`Upgrade in progress` tag appears next to the name of the database.
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The production database is then taken offline and will be upgraded automatically. The time it takes
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to upgrade the production database should be similar to the time that was necessary to upgrade the
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test database. Make sure to inform database users of the scheduled downtime.
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After the upgrade is finished, the :guilabel:`Upgrade in progress` tag disappears and the database
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is upgraded to the version specified.
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