[IMP] Administration: Rewrite Upgrade Odoo SaaS
closes odoo/documentation#4949
X-original-commit: 45b1a62782
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
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Odoo Online
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===========
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Requesting a test upgrade
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=========================
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Odoo databases can be manually upgraded directly from the main Odoo website. To upgrade an Odoo
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database, navigate to the `database manager <https://www.odoo.com/my/databases>`_ page and sign in.
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#. Go to your `database manager <https://www.odoo.com/my/databases/>`_
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#. Click on your profile icon and select *My Databases*.
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The database manager page displays all of the Odoo databases associated with the user's account. Any
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databases that are not already on the most recent version of Odoo display an **arrow in a circle**
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icon next to the database name, indicating that the database can be upgraded.
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.. image:: odoo_online/accessing-my-databases.png
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:alt: Selecting My Databases under my profile
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.. image:: odoo_online/databases-page.png
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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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#. Click on the up arrow button next to your main database name to proceed to the test upgrade.
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Test database
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=============
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.. image:: odoo_online/upgrade-option.png
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:alt: Selecting the action settings icon
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Click on the **arrow in a circle** icon to start the upgrade process. On the :guilabel:`Upgrade your
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database` pop-up, select the version of Odoo that the platform will be upgraded to. In the
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:guilabel:`Email to notify` field, enter an email address that will receive email notifications
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about the database upgrade.
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#. In the pop-up message that appears, select the target version and then :guilabel:`Test` as
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purpose.
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There is also a :guilabel:`Purpose` section on the pop-up that is used to specify the reason for the
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upgrade. However, at this stage of the process, the only selectable option is :guilabel:`Test`, as
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Odoo requires users to create a test copy of the upgraded database before converting the actual
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database.
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.. note::
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The :guilabel:`Production` purpose doesn't appear if you didn't test your upgraded database at
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least once.
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.. image:: odoo_online/upgrade-pop-up.png
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:align: center
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:alt: The "Upgrade your database" pop-up.
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#. This triggers the automated upgrade process. A confirmation email is then sent to you with the
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the link to the upgraded database or to provide information if the upgrade failed.
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After filling out the form, click the :guilabel:`Upgrade` button. The pop-up disappears and the
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database being upgraded shows a red :guilabel:`Upgrade in progress` tag next to its name. An email
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confirming that the upgrade is in progress is also sent to the email address specified on the
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pop-up.
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.. note::
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You can also see and access your test database from your *My Databases* page.
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.. image:: odoo_online/upgrade-in-progress.png
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:align: center
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:alt: The "Upgrade in progress" tag next to the database name.
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Once the upgrade is complete, a new test database appears on the `database manager
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<https://www.odoo.com/my/databases>`_ page. To access the test database, click the drop-down arrow
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(:guilabel:`⯆`) to the left of the main database's name. Doing so makes the test version appear
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below it. Finally, click the green :guilabel:`Connect` button on the right side of the test
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version's row to go to the database.
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.. image:: odoo_online/test-database.png
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:align: center
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:alt: A test database on the database manager page.
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Except for being on the newer version of Odoo, the test database is an exact copy of the one being
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upgraded. It is important to do extensive testing in this database to ensure that the upgrade has
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not altered or corrupted any data, and that all workflows still proceed as expected.
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Production database
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===================
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After confirming the integrity of the new version, return to the `database manager
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<https://www.odoo.com/my/databases>`_ page. Once again, click on the **arrow in a circle** icon next
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to the database being upgraded. The :guilabel:`Upgrade your database` pop-up appears as before,
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except that there is now a :guilabel:`Production` option under the :guilabel:`Purpose` section.
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Select the :guilabel:`Production` option and then click :guilabel:`Upgrade` to begin the upgrade
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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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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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