[IMP] upgrade: create new "upgrade" section in "install and maintain"
closes odoo/documentation#1185
X-original-commit: fd006b4a3c
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Jonathan <jcs-odoo@users.noreply.github.com>
This commit is contained in:
Jonathan Castillo (jcs)
parent
550c160e8b
commit
92230fc5dc
@ -18,4 +18,5 @@ These guides provide instructions on how to install, maintain and upgrade Odoo d
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administration/install
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administration/maintain
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administration/upgrade
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administration/odoo_sh
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@ -7,7 +7,6 @@ Maintain
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.. toctree::
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maintain/update
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maintain/db_upgrade
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maintain/enterprise
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maintain/hosting_changes
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maintain/on_premise
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@ -1,453 +0,0 @@
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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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.. _db-upgrade:
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================
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Versions upgrade
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================
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.. _db-upgrade/overview:
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Overview
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========
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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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An upgrade does not cover:
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* changing :ref:`Editions <db-upgrade/faq/editions-change>` (i.e., Community to Enterprise edition)
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* switching :ref:`hosting type <db-upgrade/faq/hosting-types-switch>` (i.e., On-Premise to Online or
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Odoo.sh)
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* migration from another ERP to Odoo
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.. note:: |assistance-contact|
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.. _db-upgrade/process-workflow:
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Process workflow
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----------------
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The upgrade process in a nutshell:
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#. You create a test upgrade request.
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#. | Odoo processes the request:
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| This happens via an automated process that runs the database through an upgrade script and
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takes between 20 and 120 minutes. Only if an issue(s) arises will we have to intervene
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manually and adjust the script specifically to your database until the upgrade succeeds.
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#. Odoo delivers a test database.
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#. You test your database for possible discrepancies (see :ref:`db-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:`db-upgrade/test-assistance`).
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#. We will 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 SaaS).
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.. _db-upgrade/get-started:
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Get started
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===========
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The upgrade process varies depending on where your database is hosted.
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.. _db-upgrade/online:
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Online Hosting (SaaS)
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---------------------
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The upgrade request is made via your `database manager <https://www.odoo.com/my/databases>`_.
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.. image:: db_upgrade/online-access-databases.png
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:align: center
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:alt: Click on the profile button then on "My Databases"
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.. image:: db_upgrade/online-upgrade-button.png
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:align: center
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:alt: Click on the settings button next to your database, then on "Upgrade"
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.. _db-upgrade/odoo-sh:
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Cloud Platform (Odoo.sh)
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------------------------
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:doc:`../odoo_sh/advanced/upgrade_your_database`
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.. _db-upgrade/on-premise:
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Self-Hosting (On-Premise)
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-------------------------
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There are two possibilities:
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#. Via `Odoo Upgrade service <https://upgrade.odoo.com>`_
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#. | For technically advanced users and partners, via the following command line on the machine
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where your database is hosted:
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| ``python <(curl -s https://upgrade.odoo.com/upgrade) test -d <your db name> -t <target
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version>``
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The above command will dump your database to a file, send it to the upgrade platform for an upgrade,
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display you the live logs, and restore the upgraded database back on your server as a duplicate test
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database.
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.. _db-upgrade/testing-phase:
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Testing Phase (pre-production phase)
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====================================
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This phase allows you to review an upgraded version of your database without affecting your
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production database in any way.
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We suggest that you run the test upgrade process at least once, but you can do it as many times as
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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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still correct and working as expected.
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If you do find discrepancies, report your issues (see :ref:`db-upgrade/test-assistance`) and request
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a new test database (see :ref:`db-upgrade/test-db-request`) when the reported issues are fixed in
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the upgrade script.
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If you do not find any discrepancies, you'll be able to move on to the upgrade of your
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:ref:`production database <db-upgrade/production-live>`.
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.. _db-upgrade/test-db-request:
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Request a test database
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-----------------------
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When filling the `website form <https://upgrade.odoo.com>`_, select *Testing* purpose.
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.. image:: db_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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.. _db-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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instance respectively. 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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.. _db-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:: db_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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.. image:: db_upgrade/test-assistance-details.png
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:align: center
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:alt: "Detailed Description" field in the support form on Odoo
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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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.. _db-upgrade/steps-production:
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The production launch
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---------------------
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.. _db-upgrade/production-live:
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Production goes live
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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 choice.
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After your :ref:`tests <db-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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.. image:: db_upgrade/production-purpose.png
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:align: center
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:alt: Selection of the "Production" purpose in the upgrade form on Odoo
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.. danger::
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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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.. _db-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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.. image:: db_upgrade/production-assistance-details.png
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:align: center
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:alt: "Detailed Description" field in the support form on Odoo
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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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.. _db-upgrade/service-level:
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Service Level Agreement
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=======================
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What is covered by the Enterprise Licence?
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------------------------------------------
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Databases hosted on Odoo’s Cloud platforms (Saas and Odoo.sh) or On-Premise (Self-Hosting) enjoy the
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following service at all times.
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The upgrade of:
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* standard applications
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* Studio customization (as long as the Studio app is still active)
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* customizations done by our consulting and developer services *if* they are covered by a
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‘Maintenance of Customisations’ subscription
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The Upgrade Service is limited to your database's technical conversion and adaptation (standard
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modules and data) to make it compatible with the targeted version.
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What upgrading does NOT cover
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-----------------------------
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* The cleaning of pre-existing data & configuration while upgrading
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* Any new developments and/or upgrades of your own :ref:`custom modules
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<db-upgrade/faq/custom-modules>`
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* `Training <https://www.odoo.com/learn>`_ on the latest version
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You can get more information about your Enterprise Licence on our :ref:`Odoo Enterprise Subscription
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Agreement <upgrade>` page.
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.. note:: |assistance-contact|
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.. _db-upgrade/faq:
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FAQ
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===
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.. _db-upgrade/faq/why:
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Why upgrade
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-----------
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* You benefit from the latest features of the :ref:`new major version
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<db-upgrade/faq/release-notes>` released by Odoo.
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* If you are in an :ref:`unsupported version <db-upgrade/supported-versions>`, you get a new version
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with support.
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.. _db-upgrade/faq/when:
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When to upgrade
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---------------
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Whenever you want. You can make your upgrade request as soon as a new version is released or when
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your version turns unsupported, and you still wish to enjoy support.
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.. _db-upgrade/faq/availability:
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Availability of the new version
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-------------------------------
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As soon as Odoo announces the release of a new major version, you can create a test upgrade request
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to try the latest version. Please note that at this point, the upgrade scripts will only have been
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tested with demo data. Please report any issue you might encounter while testing via the `Odoo
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Support page <https://www.odoo.com/help>`_ and make sure to be happy with your test version before
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requesting the upgrade of your database in production.
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.. _db-upgrade/faq/duration:
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Duration of the upgrade
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-----------------------
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It is impossible to give time estimates for every upgrade request.
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In general, the "smaller" the database, the quickest the upgrade request is completed. A single-user
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database that uses only CRM will be processed faster than a multi-company, multi-user database that
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uses Accounting, Sales, Purchase, and Manufacturing.
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You can expect the time it takes for the platform to upgrade the test database will be similar to
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the production upgrade.
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.. _db-upgrade/faq/project:
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The upgrade project
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-------------------
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It depends on the user involvement (the time spent on testing, reporting problems, etc.) and the
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issues encountered that might need to be addressed by our technical team.
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So, in a nutshell, what can impact your upgrade lead time?
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* Source & targeted versions
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* Installed apps
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* Volume of data
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* Amount of customization (models, fields, methods, workflows, reports, website, etc.)
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* Installation of new apps or configuration changes after the start of the test phase
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* User commitment
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.. _db-upgrade/faq/custom-modules:
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Upgrade of the custom modules
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-----------------------------
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As stated in our :doc:`/legal/terms/enterprise`, section :ref:`charges_standard`, this optional
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service is subject to additional fees.
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Depending on your situation, the custom code could be upgraded by our services, by one of our
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partners, or you can do it yourself.
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.. note:: |assistance-contact|
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.. _db-upgrade/faq/editions-change:
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Editions change (from Community to Enterprise)
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----------------------------------------------
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The upgrade always returns an Enterprise edition of Odoo, whether the database you sent was a
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community or enterprise edition. It is required to have an enterprise subscription to upgrade.
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.. note:: |assistance-contact|
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.. seealso::
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- `Editions <https://www.odoo.com/page/editions>`_
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.. _db-upgrade/faq/hosting-types-switch:
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Switching the hosting types (Self-Hosting vs. Online Hosting - SaaS vs. Cloud Platform - Odoo.sh)
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-------------------------------------------------------------------------------------------------
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An upgrade does not cover a change of `Hosting types <https://www.odoo.com/page/hosting-types>`_.
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Open the following link to get :doc:`more information about how to change your hosting type
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<hosting_changes>`.
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.. note:: |assistance-contact|
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.. _db-upgrade/faq/release-notes:
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Release Notes by version
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------------------------
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Open our `Release Note <https://www.odoo.com/page/release-notes>`_ page to get a summary of the new
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features and improvements made in each version.
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How long is my test available for
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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An Odoo Online (SaaS) test database is available for one month by default. We can extend this trial
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period upon request. For Odoo.sh or on-premise, there is no restriction.
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How many tests to perform before upgrading to production?
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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As many as needed. When you are comfortable with the database, run a last test upgrade 48 hours
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before requesting your production upgrade and test your workflows one last time.
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How to/Where to report upgrade issues?
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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If you encounter issues during the upgrade process, please contact the Odoo Support through the
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`Odoo Support page <https://www.odoo.com/help>`_
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- To report an issue discovered during the testing phase, please select **An issue related to my
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upgrade (test phase)**.
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- To report an issue discovered post-upgrade, please select **An issue related to my upgrade
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(production)**
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Upgrading to production
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~~~~~~~~~~~~~~~~~~~~~~~
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Once you have completed testing and are happy with the result, you decide on a date and time when
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you stop users from accessing Odoo, freeze all data entries, and create an upgrade request for the
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production upgrade.
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How is my data handled in the Upgrade Platform?
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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The Odoo Upgrade platform uses the same Privacy Policy as the rest of Odoo.com services.
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Your data is hosted on servers that follow our security guidelines, namely:
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- SSL - All web connections to client instances are protected with 256-bit SSL encryption
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(HTTPS with a 2048-bit modulus SSL certificate), and running behind Grade A SSL stacks. All our
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certificate chains are using SHA-2 already.
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- Safe System - Our servers are running recent Linux distribution with up-to-date security patches,
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with firewall and intrusion countermeasures (not disclosed for obvious reasons).
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Servers are located at the same locations as our Cloud providers with the following services:
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- Restricted perimeter, physically accessed by authorized data center employees only
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- Physical access control with security badges or biometrical security
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- Security cameras monitoring the data center locations 24/7
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- Security personnel on-site 24/7
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The uploaded and migrated databases uploaded to the Upgrade platform are kept for up to 3 months and
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are permanently deleted following that period.
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You can learn more about privacy and data handling at Odoo by visiting our `General Data Protection
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Regulation page <https://www.odoo.com/gdpr>`_.
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.. _db-upgrade/assistance:
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Assistance
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==========
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.. _db-upgrade/contact:
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Contact our Upgrade service support
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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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Upgrade Team <mailto:upgrade@odoo.com>`_. We will be happy to answer it as soon as possible.
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.. _db-upgrade/supported-versions:
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Supported versions
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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 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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suggest you to prefer the most recent version to benefit from longer support (before having to
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upgrade again).
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You can get more information about our :doc:`supported versions <supported_versions>`.
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@ -9,5 +9,4 @@ Advanced
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advanced/containers
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advanced/submodules
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advanced/upgrade_your_database
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advanced/frequent_technical_questions
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12
content/administration/upgrade.rst
Normal file
12
content/administration/upgrade.rst
Normal file
@ -0,0 +1,12 @@
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:nosearch:
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=======
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Upgrade
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||||
=======
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||||
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.. toctree::
|
||||
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upgrade/process
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upgrade/odoo_sh
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upgrade/service_level
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upgrade/faq
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171
content/administration/upgrade/faq.rst
Normal file
171
content/administration/upgrade/faq.rst
Normal file
@ -0,0 +1,171 @@
|
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.. |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 will be similar to
|
||||
the production upgrade.
|
||||
|
||||
.. _upgrade-faq/project:
|
||||
|
||||
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/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:: |assistance-contact|
|
||||
|
||||
.. seealso::
|
||||
- `Editions <https://www.odoo.com/page/editions>`_
|
||||
|
||||
.. _upgrade-faq/hosting-types-switch:
|
||||
|
||||
Switching the hosting types (Self-Hosting vs. Online Hosting - SaaS vs. Cloud Platform - 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/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 (SaaS) 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>`_.
|
||||
@ -1,9 +1,7 @@
|
||||
|
||||
=====================
|
||||
Upgrade your database
|
||||
=====================
|
||||
|
||||
.. _odoosh-advanced-upgrade_your_database:
|
||||
=======================
|
||||
Odoo.sh version upgrade
|
||||
=======================
|
||||
|
||||
Download and Upload your database
|
||||
=================================
|
||||
256
content/administration/upgrade/process.rst
Normal file
256
content/administration/upgrade/process.rst
Normal file
@ -0,0 +1,256 @@
|
||||
.. |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
|
||||
|
||||
===============
|
||||
Upgrade process
|
||||
===============
|
||||
|
||||
.. _upgrade/overview:
|
||||
|
||||
Overview
|
||||
========
|
||||
|
||||
An upgrade is switching to a newer version of Odoo (e.g., Odoo 14.0 to Odoo 15.0).
|
||||
|
||||
An upgrade does not cover:
|
||||
|
||||
* Changing :ref:`editions <upgrade-faq/editions-change>` (i.e., Community to Enterprise edition)
|
||||
* Switching :ref:`hosting type <upgrade-faq/hosting-types-switch>` (i.e., On-Premise to Online or
|
||||
Odoo.sh)
|
||||
* Migration from another ERP to Odoo
|
||||
|
||||
.. note:: |assistance-contact|
|
||||
|
||||
.. _upgrade/process-workflow:
|
||||
|
||||
Process workflow
|
||||
----------------
|
||||
|
||||
The upgrade process in a nutshell:
|
||||
|
||||
#. You create a test upgrade request.
|
||||
#. | Odoo processes the request:
|
||||
| This happens via an automated process that runs the database through an upgrade script and
|
||||
takes between 20 and 120 minutes. Only if an issue(s) arises will we have to intervene
|
||||
manually and adjust the script specifically to your database until the upgrade succeeds.
|
||||
#. Odoo delivers a test database.
|
||||
#. You test your database for possible discrepancies (see :ref:`upgrade/test-guidance`)
|
||||
#. If there are any discrepancies, you report them to the Upgrade support team via the help portal
|
||||
(see :ref:`upgrade/test-assistance`).
|
||||
#. We will fix the issues and send you a new test database.
|
||||
#. Once you have completed the 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.
|
||||
#. Odoo delivers the production database through the automated process.
|
||||
#. You restore it in your Production environment a few short hours later and continue working on the
|
||||
newly upgraded database (this is done automatically on SaaS).
|
||||
|
||||
.. _upgrade/get-started:
|
||||
|
||||
Get started
|
||||
===========
|
||||
|
||||
The upgrade process varies depending on where your database is hosted.
|
||||
|
||||
.. _upgrade/online:
|
||||
|
||||
Online Hosting (SaaS)
|
||||
---------------------
|
||||
|
||||
The upgrade request is made via your `database manager <https://www.odoo.com/my/databases>`_.
|
||||
|
||||
.. image:: process/online-access-databases.png
|
||||
:align: center
|
||||
:alt: Click on the profile button then on "My Databases"
|
||||
|
||||
.. image:: process/online-upgrade-button.png
|
||||
:align: center
|
||||
:alt: Click on the settings button next to your database, then on "Upgrade"
|
||||
|
||||
.. _upgrade/odoo-sh:
|
||||
|
||||
Cloud Platform (Odoo.sh)
|
||||
------------------------
|
||||
|
||||
:doc:`odoo_sh`
|
||||
|
||||
.. _upgrade/on-premise:
|
||||
|
||||
Self-Hosting (On-Premise)
|
||||
-------------------------
|
||||
|
||||
There are two possibilities:
|
||||
|
||||
#. Via `Odoo Upgrade service <https://upgrade.odoo.com>`_
|
||||
#. | For technically advanced users and partners, via the following command line on the machine
|
||||
where your database is hosted:
|
||||
| ``python <(curl -s https://upgrade.odoo.com/upgrade) test -d <your db name> -t <target
|
||||
version>``
|
||||
|
||||
The above command will dump your database to a file, send it to the upgrade platform for an upgrade,
|
||||
display you the live logs, and restore the upgraded database back on your server as a duplicate test
|
||||
database.
|
||||
|
||||
.. _upgrade/testing-phase:
|
||||
|
||||
Testing Phase (pre-production phase)
|
||||
====================================
|
||||
|
||||
This phase allows you to review an upgraded version of your database without affecting your
|
||||
production database in any way.
|
||||
|
||||
We suggest that you run the test upgrade process at least once, but you can do it as many times as
|
||||
you need (one at a time).
|
||||
|
||||
Once you receive your upgraded test database, check that all data, processes, and functionality are
|
||||
still correct and working as expected.
|
||||
|
||||
If you do find discrepancies, report your issues (see :ref:`upgrade/test-assistance`) and request
|
||||
a new test database (see :ref:`upgrade/test-db-request`) when the reported issues are fixed in
|
||||
the upgrade script.
|
||||
|
||||
If you do not find any discrepancies, you'll be able to move on to the upgrade of your
|
||||
:ref:`production database <upgrade/production-live>`.
|
||||
|
||||
.. _upgrade/test-db-request:
|
||||
|
||||
Request a test database
|
||||
-----------------------
|
||||
|
||||
When filling the `website form <https://upgrade.odoo.com>`_, select *Testing* purpose.
|
||||
|
||||
.. image:: process/test-purpose.png
|
||||
:align: center
|
||||
:alt: Selection of the "Testing" purpose in the upgrade form on Odoo
|
||||
|
||||
.. _upgrade/test-guidance:
|
||||
|
||||
Test guidance
|
||||
-------------
|
||||
|
||||
Every business and organization has its own operational needs and has to test its specific Odoo
|
||||
instance respectively. We recommend you look at `the test scenario
|
||||
<https://docs.google.com/document/d/1ypNs7JKPOsjNbKpdiKFH7Al6g6whZ9jr7f7duAQ5E1w/>` for further
|
||||
information.
|
||||
|
||||
.. todo:: change link "test scenario" once the related doc is published
|
||||
|
||||
.. _upgrade/test-assistance:
|
||||
|
||||
Assistance
|
||||
----------
|
||||
|
||||
If you encounter an issue in the **test database**, please get in touch with Odoo Upgrade Support
|
||||
via the `Odoo Support page <https://www.odoo.com/help>`_.
|
||||
|
||||
Under the *Ticket Description* section, select *An issue related to my upgrade* ticket type.
|
||||
|
||||
.. image:: process/test-assistance.png
|
||||
:align: center
|
||||
:alt: Selection of "An issue related to my upgrade" as Ticket Type in the support form on Odoo
|
||||
|
||||
.. warning::
|
||||
If you choose another *Ticket Description* type, the request will be redirected to another
|
||||
team. This will slow down the processing and response time.
|
||||
|
||||
Please provide as much detail as you can (i.e., videos and screenshots to illustrate your issue).
|
||||
This will avoid clarifying questions and speed up the resolution process significantly.
|
||||
|
||||
.. image:: process/test-assistance-details.png
|
||||
:align: center
|
||||
:alt: "Detailed Description" field in the support form on Odoo
|
||||
|
||||
.. note::
|
||||
* The purpose of the test phase is not to correct existing data or configurations in your
|
||||
database.
|
||||
* |assistance-contact|
|
||||
|
||||
.. _upgrade/steps-production:
|
||||
|
||||
The production launch
|
||||
---------------------
|
||||
|
||||
.. _upgrade/production-live:
|
||||
|
||||
Production goes live
|
||||
~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
The production upgrade request is when you decide to upgrade your current database with all your
|
||||
production data (invoices, VAT returns, inventories, current orders) to a new version of your
|
||||
choice.
|
||||
|
||||
After your :ref:`tests <upgrade/testing-phase>` are completed to your satisfaction, submit the
|
||||
request to upgrade your production database via our `website form <https://upgrade.odoo.com>`_.
|
||||
Select *Production* purpose.
|
||||
|
||||
.. image:: process/production-purpose.png
|
||||
:align: center
|
||||
:alt: Selection of the "Production" purpose in the upgrade form on Odoo
|
||||
|
||||
.. danger::
|
||||
Going into production without first testing may lead to:
|
||||
|
||||
- business interruptions (e.g., no longer having the possibility to validate an action)
|
||||
- poor customer experiences (e.g., an eCommerce website that does not work correctly)
|
||||
|
||||
.. _upgrade/production-assistance:
|
||||
|
||||
Assistance
|
||||
~~~~~~~~~~
|
||||
|
||||
If you encounter issues or problems in the **production database**, please get in touch with **Odoo
|
||||
Support**:
|
||||
|
||||
#. Connect to our `Odoo Support page <https://www.odoo.com/help>`_.
|
||||
#. Under the *Ticket Description* section, select the appropriate type related to your issue but
|
||||
**do not select** the option *An issue related to my upgrade*.
|
||||
|
||||
.. note::
|
||||
After upgrading to production, the support will be provided by the Support team instead of the
|
||||
Upgrade team.
|
||||
|
||||
#. Please provide as much detail as you can (i.e., videos and screenshots to illustrate your issue).
|
||||
This will avoid clarifying questions and speed up the resolution process significantly.
|
||||
|
||||
.. image:: process/production-assistance-details.png
|
||||
:align: center
|
||||
:alt: "Detailed Description" field in the support form on Odoo
|
||||
|
||||
.. warning::
|
||||
If you choose *An issue related to my upgrade* as ticket type, the request will be redirected
|
||||
to another team than the support one and will slow down the processing and response time.
|
||||
|
||||
.. _upgrade/assistance:
|
||||
|
||||
Assistance
|
||||
==========
|
||||
|
||||
.. _upgrade/contact:
|
||||
|
||||
Contact our Upgrade service support
|
||||
-----------------------------------
|
||||
|
||||
Should you have any more questions about the upgrade, do not hesitate to send a message to `Odoo
|
||||
Upgrade Team <mailto:upgrade@odoo.com>`_. We will be happy to answer it as soon as possible.
|
||||
|
||||
.. _upgrade/supported-versions:
|
||||
|
||||
Supported versions
|
||||
------------------
|
||||
|
||||
Please note that Odoo provides support and bug fixing only for the three last major versions of
|
||||
Odoo.
|
||||
|
||||
This is a factor to take into consideration before upgrading. If you are on an older version, we
|
||||
suggest you to prefer the most recent version to benefit from longer support (before having to
|
||||
upgrade again).
|
||||
|
||||
You can get more information about our :doc:`supported versions <../maintain/supported_versions>`.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`faq`
|
||||
- :doc:`odoo_sh`
|
||||
- :doc:`service_level`
|
||||
- :doc:`../maintain/supported_versions`
|
||||
|
Before Width: | Height: | Size: 5.3 KiB After Width: | Height: | Size: 5.3 KiB |
|
Before Width: | Height: | Size: 10 KiB After Width: | Height: | Size: 10 KiB |
|
Before Width: | Height: | Size: 9.5 KiB After Width: | Height: | Size: 9.5 KiB |
|
Before Width: | Height: | Size: 2.8 KiB After Width: | Height: | Size: 2.8 KiB |
|
Before Width: | Height: | Size: 13 KiB After Width: | Height: | Size: 13 KiB |
|
Before Width: | Height: | Size: 8.7 KiB After Width: | Height: | Size: 8.7 KiB |
|
Before Width: | Height: | Size: 2.9 KiB After Width: | Height: | Size: 2.9 KiB |
37
content/administration/upgrade/service_level.rst
Normal file
37
content/administration/upgrade/service_level.rst
Normal file
@ -0,0 +1,37 @@
|
||||
.. |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
|
||||
|
||||
=======================
|
||||
Service Level Agreement
|
||||
=======================
|
||||
|
||||
What is covered by the Enterprise Licence?
|
||||
==========================================
|
||||
|
||||
Databases hosted on Odoo’s Cloud platforms (Saas and Odoo.sh) or On-Premise (Self-Hosting) enjoy the
|
||||
following service at all times.
|
||||
|
||||
The upgrade of:
|
||||
|
||||
* standard applications
|
||||
* Studio customization (as long as the Studio app is still active)
|
||||
* customizations done by our consulting and developer services *if* they are covered by a
|
||||
‘Maintenance of Customisations’ subscription
|
||||
|
||||
The Upgrade Service is limited to your database's technical conversion and adaptation (standard
|
||||
modules and data) to make it compatible with the targeted version.
|
||||
|
||||
What upgrading does NOT cover
|
||||
=============================
|
||||
|
||||
* The cleaning of pre-existing data & configuration while upgrading
|
||||
* Any new developments and/or upgrades of your own :ref:`custom modules
|
||||
<upgrade-faq/custom-modules>`
|
||||
* `Training <https://www.odoo.com/learn>`_ on the latest version
|
||||
|
||||
You can get more information about your Enterprise Licence on our :ref:`Odoo Enterprise Subscription
|
||||
Agreement <upgrade>` page.
|
||||
|
||||
.. note:: |assistance-contact|
|
||||
@ -32,8 +32,8 @@ contributing/documentation/guidelines.rst contributing/documentation/rst_guideli
|
||||
|
||||
administration/odoo_sh/documentation.rst administration/odoo_sh.rst # moved during doc-apocalypse (#945)
|
||||
|
||||
developer/webservices/upgrade.rst administration/maintain/db_upgrade.rst # removed incorrect page
|
||||
developer/misc/api/upgrade.rst administration/maintain/db_upgrade.rst # removed incorrect page
|
||||
developer/webservices/upgrade.rst administration/upgrade/process.rst # removed incorrect page
|
||||
developer/misc/api/upgrade.rst administration/upgrade/process.rst # removed incorrect page
|
||||
|
||||
support/user_doc.rst contributing/documentation/introduction_guide.rst # removed in forward-port of #544 (b109c3af)
|
||||
|
||||
@ -228,7 +228,7 @@ applications/marketing/survey/overview/time_random.rst applications/marketing/su
|
||||
|
||||
administration/db_management/db_premise.rst administration/maintain/db_premise.rst # /db_management/* -> /maintain/*
|
||||
administration/db_management/hosting_changes.rst administration/maintain/hosting_changes.rst # /db_management/* -> /maintain/*
|
||||
administration/db_upgrade.rst administration/maintain/db_upgrade.rst # /* -> /maintain/*
|
||||
administration/db_upgrade.rst administration/upgrade/process.rst # db_upgrade -> /upgrade/process
|
||||
administration/enterprise.rst administration/maintain/enterprise.rst # /* -> /maintain/*
|
||||
administration/update.rst administration/maintain/update.rst # administration/* -> administration/maintain/*
|
||||
administration/install.rst administration/install/install.rst # /* -> /install/*
|
||||
@ -237,6 +237,8 @@ administration/deployment/deploy.rst administration/install/deploy.rst
|
||||
administration/deployment/email_gateway.rst administration/install/email_gateway.rst # /deployment/* -> /install/*
|
||||
administration/deployment/install.rst administration/install/install.rst # /deployment/* -> /install/*
|
||||
administration/maintain/db_premise.rst administration/maintain/on_premise.rst # db_premise -> on_premise
|
||||
administration/maintain/db_upgrade.rst administration/upgrade/process.rst # maintain/db_upgrade -> upgrade/process
|
||||
administration/odoo_sh/advanced/upgrade_your_database.rst administration/upgrade/odoo_sh.rst # odoo_sh/advanced/upgrade_your_database -> upgrade/odoo_sh
|
||||
|
||||
developer/webservices/iap.rst developer/misc/api/iap.rst
|
||||
developer/webservices/odoo.rst developer/misc/api/odoo.rst
|
||||
|
||||
Loading…
Reference in New Issue
Block a user