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[REF] install: move intro to main install page and split by install type

Browse Source 
This PR moves the introduction about the different installation methods and editions found on the
install/install.rst page directly under the main install/ page. It creates three pages, one per
installation method documented on the install/install.rst page (Docker being documented on
docker.com and maintained by us), and moves the related content there. In addition, it fixes various
typos/grammar issues and improves the content according to the documentation guidelines. Various
references and links across the documentation had to be fixed accordingly.

task-3459070

closes odoo/documentation#5526

X-original-commit: 42a8f492e7
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
This commit is contained in:
Xavier (XPL) 2023-08-09 20:10:40 +00:00
parent e4ebe9f277
commit da2a48b9fd
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47
content/administration/install.rst
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@ -1,14 +1,49 @@
:nosearch:
:show-content:
=======
Install
=======
.. If you add content on this page, remove the redirect rule 'install -> install/install'
Depending on the intended use case, there are multiple ways to install Odoo - or not install it at
all.
- :doc:`Online <install/online>` is the easiest way to use Odoo in production or to try it.
- :doc:`Packaged installers <install/packages>` are suitable for testing Odoo and developing
modules. They can be used for long-term production with additional deployment and maintenance
work.
- :doc:`Source install <install/source>` provides greater flexibility, as it allows, for example,
running multiple Odoo versions on the same system. It is adequate to develop modules and can be
used as a base for production deployment.
- A `Docker <https://hub.docker.com/_/odoo/>`_ base image is available for development or
deployment.
.. _install/editions:
Editions
========
There are two different editions.
**Odoo Community** is the free and open-source version of the software, licensed under the `GNU
LGPLv3 <https://github.com/odoo/odoo/blob/master/LICENSE>`_. It is the core upon which Odoo
Enterprise is built.
**Odoo Enterprise** is the shared source version of the software, giving access to more
functionalities, including functional support, upgrades, and hosting. `Pricing
<https://www.odoo.com/pricing-plan>`_ starts from one app free.
.. tip::
:doc:`Switch from Community to Enterprise <maintain/enterprise>` at any time (except for the
source install).
.. toctree::
install/install
install/deploy
install/cdn
install/email_gateway
install/online
install/packages
install/source
install/deploy
install/cdn
install/email_gateway

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@ -3,7 +3,7 @@ System configuration
====================
This document describes basic steps to set up Odoo in production or on an
internet-facing server. It follows :ref:`installation <setup/install>`, and is
internet-facing server. It follows :doc:`installation <../install>`, and is
not generally necessary for a development systems that is not exposed on the
internet.
@ -123,7 +123,7 @@ Out of the box, Odoo connects to a local postgres over UNIX socket via port
<reference/cmdline/server/database>` when your Postgres deployment is not
local and/or does not use the installation defaults.
The :ref:`packaged installers <setup/install/packaged>` will automatically
The :doc:`packaged installers <packages>` will automatically
create a new user (``odoo``) and set it as the database user.
* The database management screens are protected by the ``admin_passwd``

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@ -1,745 +0,0 @@
.. _setup/install:
===============
Installing Odoo
===============
There are multiple ways to install Odoo, or not install it at all, depending
on the intended use case.
This documents attempts to describe most of the installation options.
:ref:`setup/install/online`
The easiest way to use Odoo in production or to try it.
:ref:`setup/install/packaged`
Suitable for testing Odoo, developing modules and can be used for
long-term production use with additional deployment and maintenance work.
:ref:`setup/install/source`
Provides greater flexibility: e.g. allow multiple running Odoo versions on
the same system. Good for developing modules, can be used as base for
production deployment.
:ref:`setup/install/docker`
If you usually use docker_ for development or deployment, an official
docker_ base image is available.
.. _setup/install/editions:
Editions
========
There are two different Editions_ of Odoo: the Community and Enterprise versions.
Using the Enterprise version is possible on `Odoo Online`_ and accessing the code is
restricted to Enterprise customers and partners. The Community version is freely
available to anyone.
If you already use the Community version and wish to upgrade to Enterprise, please
refer to :ref:`setup/enterprise` (except for :ref:`setup/install/source`).
.. _setup/install/online:
Online
======
Demo
----
To simply get a quick idea of Odoo, demo_ instances are available. They are
shared instances which only live for a few hours, and can be used to browse
around and try things out with no commitment.
Demo_ instances require no local installation, just a web browser.
Odoo Online
-----------
Trivial to start with, fully managed and migrated by Odoo S.A., `Odoo Online`_
provides private instances and starts out free. It can be used to discover and
test Odoo and do non-code customizations (i.e. incompatible with custom modules
or the Odoo Apps Store) without having to install it locally.
Can be used for both testing Odoo and long-term production use.
Like demo_ instances, `Odoo Online`_ instances require no local installation, a web
browser is sufficient.
.. _setup/install/packaged:
Packaged installers
===================
Odoo provides packaged installers for Windows, deb-based distributions
(Debian, Ubuntu, …) and RPM-based distributions (Fedora, CentOS, RHEL, …) for
both the Community and Enterprise versions.
These packages automatically set up all dependencies (for the Community version),
but may be difficult to keep up-to-date.
Official Community packages with all relevant dependency requirements are
available on our nightly_ server. Both Community and Enterprise packages can
be downloaded from our download_ page (you must to be logged in as a paying
customer or partner to download the Enterprise packages).
Windows
-------
#. Download the installer from our nightly_ server (Community only) or the Windows installer from
the download_ page (any edition).
#. Execute the downloaded file.
.. warning::
| On Windows 8 and later you may see a warning titled "Windows protected your PC".
| Click on **More Info** and then on **Run anyway**.
#. Accept the UAC_ prompt.
#. Go through the various installation steps.
Odoo will automatically be started at the end of the installation.
Linux
-----
Prepare
~~~~~~~
.. tabs::
.. group-tab:: Debian/Ubuntu
Odoo needs a `PostgreSQL`_ server to run properly. The default configuration for
the Odoo 'deb' package is to use the PostgreSQL server on the same host as your
Odoo instance. Execute the following command in order to install the PostgreSQL server:
.. code-block:: console
$ sudo apt install postgresql -y
.. group-tab:: Fedora
Odoo needs a `PostgreSQL`_ server to run properly. Make sure that the `sudo` command is
available and well configured and, only then, execute the following command in order to
install the PostgreSQL server:
.. code-block:: console
$ sudo dnf install -y postgresql-server
$ sudo postgresql-setup --initdb --unit postgresql
$ sudo systemctl enable postgresql
$ sudo systemctl start postgresql
.. warning::
`wkhtmltopdf` is not installed through **pip** and must be installed manually in version `0.12.5
<the wkhtmltopdf download page_>`_ for it to support headers and footers. See our `wiki
<https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more details on the various versions.
Repository
~~~~~~~~~~
.. tabs::
.. group-tab:: Debian/Ubuntu
Odoo S.A. provides a repository that can be used with Debian and Ubuntu distributions. It can
be used to install *Odoo Community Edition* by executing the following commands:
.. code-block:: console
$ wget -q -O - https://nightly.odoo.com/odoo.key | sudo gpg --dearmor -o /usr/share/keyrings/odoo-archive-keyring.gpg
$ echo 'deb [signed-by=/usr/share/keyrings/odoo-archive-keyring.gpg] https://nightly.odoo.com/{CURRENT_MAJOR_BRANCH}/nightly/deb/ ./' | sudo tee /etc/apt/sources.list.d/odoo.list
$ sudo apt-get update && sudo apt-get install odoo
You can then use the usual `apt-get upgrade` command to keep your installation up-to-date.
.. group-tab:: Fedora
Odoo S.A. provides a repository that can be used with the Fedora distributions. It can be used
to install *Odoo Community Edition* by executing the following commands:
.. code-block:: console
$ sudo dnf config-manager --add-repo=https://nightly.odoo.com/{CURRENT_MAJOR_BRANCH}/nightly/rpm/odoo.repo
$ sudo dnf install -y odoo
$ sudo systemctl enable odoo
$ sudo systemctl start odoo
.. note::
At this moment, there is no nightly repository for the Enterprise Edition.
Distribution package
~~~~~~~~~~~~~~~~~~~~
.. tabs::
.. group-tab:: Debian/Ubuntu
Instead of using the repository as described above, the 'deb' packages for both the
*Community* and *Enterprise* editions can be downloaded from the `official download page
<download_>`_.
.. note::
Odoo {CURRENT_MAJOR_VERSION} 'deb' package currently supports `Debian 11 (Bullseye)`_,
`Ubuntu 22.04 (Jammy)`_ or above.
Next, execute the following commands **as root**:
.. code-block:: console
# dpkg -i <path_to_installation_package> # this probably fails with missing dependencies
# apt-get install -f # should install the missing dependencies
# dpkg -i <path_to_installation_package>
This will install Odoo as a service, create the necessary PostgreSQL_ user
and automatically start the server.
.. warning::
- The `python3-xlwt` Debian package does not exists in Debian Buster nor Ubuntu 18.04. This
python module is needed to export into xls format.
If you need the feature, you can install it manually with:
.. code-block:: console
$ sudo pip3 install xlwt
- The `num2words` python package does not exists in Debian Buster nor Ubuntu 18.04. Textual
amounts will not be rendered by Odoo and this could cause problems with the `l10n_mx_edi`
module.
If you need this feature, you can install manually with:
.. code-block:: console
$ sudo pip3 install num2words
.. group-tab:: Fedora
Instead of using the repository as described above, the 'rpm' packages for both the
*Community* and *Enterprise* editions can be downloaded from the `official download page
<download_>`_.
.. note::
Odoo {CURRENT_MAJOR_VERSION} 'rpm' package supports Fedora 36.
Once downloaded, the package can be installed using the 'dnf' package manager:
.. code-block:: console
$ sudo dnf localinstall odoo_{CURRENT_MAJOR_BRANCH}.latest.noarch.rpm
$ sudo systemctl enable odoo
$ sudo systemctl start odoo
.. _setup/install/source:
Source install
==============
The source "installation" is really about not installing Odoo, and running it directly from source
instead.
It can be more convenient for module developers as the Odoo source is more easily accessible than
using packaged installation.
It also makes starting and stopping Odoo more flexible and explicit than the services set up by the
packaged installations, and allows overriding settings using
:ref:`command-line parameters <reference/cmdline>` without needing to edit a configuration file.
Finally it provides greater control over the system's set up, and allows to more easily keep
(and run) multiple versions of Odoo side-by-side.
Fetch the sources
-----------------
There are two ways to obtain the source code of Odoo: as a zip **archive** or through **git**.
Archive
~~~~~~~
Community Edition:
* `Official download page <download_>`_
* `GitHub repository <community-repository_>`_
* `Nightly server <nightly_>`_
Enterprise Edition:
* `Official download page <download_>`_
* `GitHub repository <enterprise-repository_>`_
.. _setup/install/source/git:
Git
~~~
The following requires `Git <git_>`_ to be installed on your machine and that you have basic
knowledge of Git commands. To clone a Git repository, you must choose between cloning with HTTPS or
SSH. If you do not know the difference between the two, the best option is most likely HTTPS. If you
are following the :doc:`Getting started </developer/tutorials/getting_started>` developer tutorial,
or plan on contributing to Odoo source code, choose SSH.
.. tabs::
.. group-tab:: Windows
.. tabs::
.. tab:: Clone with HTTPS
.. code-block:: doscon
C:\> git clone https://github.com/odoo/odoo.git
C:\> git clone https://github.com/odoo/enterprise.git
.. tab:: Clone with SSH
.. code-block:: doscon
C:\> git clone git@github.com:odoo/odoo.git
C:\> git clone git@github.com:odoo/enterprise.git
.. group-tab:: Linux
.. tabs::
.. tab:: Clone with HTTPS
.. code-block:: console
$ git clone https://github.com/odoo/odoo.git
$ git clone https://github.com/odoo/enterprise.git
.. tab:: Clone with SSH
.. code-block:: console
$ git clone git@github.com:odoo/odoo.git
$ git clone git@github.com:odoo/enterprise.git
.. group-tab:: Mac OS
.. tabs::
.. tab:: Clone with HTTPS
.. code-block:: console
$ git clone https://github.com/odoo/odoo.git
$ git clone https://github.com/odoo/enterprise.git
.. tab:: Clone with SSH
.. code-block:: console
$ git clone git@github.com:odoo/odoo.git
$ git clone git@github.com:odoo/enterprise.git
.. note::
**The Enterprise git repository does not contain the full Odoo source code**. It is only a
collection of extra add-ons. The main server code is in the Community version. Running the
Enterprise version actually means running the server from the Community version with the
addons-path option set to the folder with the Enterprise version. You need to clone both the
Community and Enterprise repository to have a working Odoo Enterprise installation. See
:ref:`setup/install/editions` to get access to the Enterprise repository.
.. _setup/install/source/prepare:
Prepare
-------
Python
~~~~~~
.. tabs::
.. group-tab:: Windows
Odoo requires Python 3.7 or later to run. Visit `Python's download page <https://www.python.org/downloads/windows/>`_
to download and install the latest version of Python 3 on your machine.
During installation, check **Add Python 3 to PATH**, then click **Customize Installation** and make
sure that **pip** is checked.
.. note::
If Python 3 is already installed, make sure that the version is 3.7 or above, as previous
versions are not compatible with Odoo.
.. code-block:: doscon
C:\> python --version
Verify also that pip_ is installed for this version.
.. code-block:: doscon
C:\> pip --version
.. group-tab:: Linux
Odoo requires Python 3.7 or later to run. Use your package manager to download and install Python 3
on your machine if it is not already done.
.. note::
If Python 3 is already installed, make sure that the version is 3.7 or above, as previous
versions are not compatible with Odoo.
.. code-block:: console
$ python3 --version
Verify also that pip_ is installed for this version.
.. code-block:: console
$ pip3 --version
.. group-tab:: Mac OS
Odoo requires Python 3.7 or later to run. Use your preferred package manager (homebrew_, macports_)
to download and install Python 3 on your machine if it is not already done.
.. note::
If Python 3 is already installed, make sure that the version is 3.7 or above, as previous
versions are not compatible with Odoo.
.. code-block:: console
$ python3 --version
Verify also that pip_ is installed for this version.
.. code-block:: console
$ pip3 --version
PostgreSQL
~~~~~~~~~~
.. tabs::
.. group-tab:: Windows
Odoo uses PostgreSQL as database management system. `Download and install PostgreSQL
<https://www.postgresql.org/download/windows/>`_ (supported version: 12.0 and later).
By default, the only user is `postgres` but Odoo forbids connecting as `postgres`, so you need
to create a new PostgreSQL user:
#. Add PostgreSQL's `bin` directory (by default:
:file:`C:\\Program Files\\PostgreSQL\\<version>\\bin`) to your `PATH`.
#. Create a postgres user with a password using the pg admin gui:
1. Open **pgAdmin**.
2. Double-click the server to create a connection.
3. Select :menuselection:`Object --> Create --> Login/Group Role`.
4. Enter the username in the **Role Name** field (e.g. `odoo`).
5. Open the **Definition** tab and enter the password (e.g. `odoo`), then click **Save**.
6. Open the **Privileges** tab and switch **Can login?** to `Yes` and **Create database?**
to `Yes`.
.. group-tab:: Linux
Odoo uses PostgreSQL as database management system. Use your package manager to download and
install PostgreSQL (supported version: 12.0 and later).
It can be achieved by executing the following:
.. code-block:: console
$ sudo apt install postgresql postgresql-client
By default, the only user is `postgres` but Odoo forbids connecting as `postgres`, so you need
to create a new PostgreSQL user:
.. code-block:: console
$ sudo -u postgres createuser -s $USER
$ createdb $USER
.. note::
Because your PostgreSQL user has the same name as your Unix login, you will be able to
connect to the database without password.
.. group-tab:: Mac OS
Odoo uses PostgreSQL as database management system. Use `postgres.app
<https://postgresapp.com>`_ to download and install PostgreSQL (supported version: 12.0 and
later).
.. tip::
To make the command line tools bundled with `postgres.app` available, make sure to setup your
`$PATH` variable by following the `Postgres.app CLI Tools Instructions
<https://postgresapp.com/documentation/cli-tools.html>`_.
By default, the only user is `postgres` but Odoo forbids connecting as `postgres`, so you need
to create a new PostgreSQL user:
.. code-block:: console
$ sudo -u postgres createuser -s $USER
$ createdb $USER
.. note::
Because your PostgreSQL user has the same name as your Unix login, you will be able to
connect to the database without password.
.. _install/dependencies:
Dependencies
~~~~~~~~~~~~
.. tabs::
.. group-tab:: Windows
Before installing the dependencies, you must download and install the `Build Tools for Visual
Studio <https://visualstudio.microsoft.com/downloads/#build-tools-for-visual-studio-2019>`_.
When prompted, select **C++ build tools** in the **Workloads** tab and install them.
Odoo dependencies are listed in the `requirements.txt` file located at the root of the Odoo
community directory.
.. tip::
It can be preferable to not mix python modules packages between different instances of Odoo
or with your system. You can use virtualenv_ to create isolated Python environments.
Navigate to the path of your Odoo Community installation (`CommunityPath`) and run **pip** on
the requirements file in a terminal **with Administrator privileges**:
.. code-block:: doscon
C:\> cd \CommunityPath
C:\> pip install setuptools wheel
C:\> pip install -r requirements.txt
For languages with right-to-left interface (such as Arabic or Hebrew), the package `rtlcss`
is needed:
#. Download and install `nodejs <https://nodejs.org/en/download/>`_.
#. Install `rtlcss`:
.. code-block:: doscon
C:\> npm install -g rtlcss
#. Edit the System Environment's variable `PATH` to add the folder where `rtlcss.cmd` is
located (typically: :file:`C:\\Users\\<user>\\AppData\\Roaming\\npm\\`).
.. group-tab:: Linux
Using your **distribution packages** is the preferred way of installing dependencies.
Alternatively, you can install the python dependencies with **pip**.
.. tabs::
.. tab:: Debian/Ubuntu
For Debian-based systems, the packages are listed in the `debian/control
<{GITHUB_PATH}/debian/control>`_ file of the Odoo sources.
On Debian/Ubuntu, the following commands should install the required packages:
.. code-block:: console
$ cd /CommunityPath
$ sed -n -e '/^Depends:/,/^Pre/ s/ python3-\(.*\),/python3-\1/p' debian/control | sudo xargs apt-get install -y
.. tab:: Install with pip
As some of the python packages need a compilation step, they require system libraries to
be installed.
On Debian/Ubuntu-based systems, the following command should install these required
libraries:
.. code-block:: console
$ sudo apt install python3-pip libldap2-dev libpq-dev libsasl2-dev
Odoo dependencies are listed in the :file:`requirements.txt` file located at the root of
the Odoo community directory.
.. note::
| The python packages in :file:`requirements.txt` are based on their stable/LTS
Debian/Ubuntu corresponding version at the moment of the Odoo release.
| E.g., for Odoo 15.0, the `python3-babel` package version is 2.8.0 in Debian
Bullseye and 2.6.0 in Ubuntu Focal. The lowest version is then chosen in the
:file:`requirements.txt`.
.. tip::
It can be preferable to not mix python modules packages between different instances
of Odoo or with your system. You can use virtualenv_ to create isolated Python
environments.
Navigate to the path of your Odoo Community installation (:file:`CommunityPath`) and run
**pip** on the requirements file to install the requirements for the current user.
.. code-block:: console
$ cd /CommunityPath
$ pip install -r requirements.txt
For languages with right-to-left interface (such as Arabic or Hebrew), the package `rtlcss` is
needed:
#. Download and install **nodejs** and **npm** with your package manager.
#. Install `rtlcss`:
.. code-block:: console
$ sudo npm install -g rtlcss
.. group-tab:: Mac OS
Odoo dependencies are listed in the `requirements.txt` file located at the root of the Odoo
community directory.
.. tip::
It can be preferable to not mix python modules packages between different instances of Odoo
or with your system. You can use virtualenv_ to create isolated Python environments.
Navigate to the path of your Odoo Community installation (`CommunityPath`) and run **pip** on
the requirements file:
.. code-block:: console
$ cd /CommunityPath
$ pip3 install setuptools wheel
$ pip3 install -r requirements.txt
.. warning::
Non-Python dependencies need to be installed with a package manager:
#. Download and install the **Command Line Tools**:
.. code-block:: console
$ xcode-select --install
#. Download and install the package manager of your choice (homebrew_, macports_).
#. Install non-python dependencies.
For languages with right-to-left interface (such as Arabic or Hebrew), the package `rtlcss` is
needed:
#. Download and install **nodejs** with your preferred package manager (homebrew_, macports_).
#. Install `rtlcss`:
.. code-block:: console
$ sudo npm install -g rtlcss
.. important::
`wkhtmltopdf` is not installed through **pip** and must be installed manually in version `0.12.5
<the wkhtmltopdf download page_>`_ for it to support headers and footers. See our `wiki
<https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more details on the various versions.
.. _setup/install/source/running_odoo:
Running Odoo
------------
Once all dependencies are set up, Odoo can be launched by running `odoo-bin`, the
command-line interface of the server. It is located at the root of the Odoo Community directory.
To configure the server, you can either specify :ref:`command-line arguments
<reference/cmdline/server>` or a :ref:`configuration file <reference/cmdline/config>`.
.. tip::
For the Enterprise edition, you must add the path to the `enterprise` addons to the `addons-path`
argument. Note that it must come before the other paths in `addons-path` for addons to be loaded
correctly.
Common necessary configurations are:
- PostgreSQL user and password.
- Custom addon paths beyond the defaults, to load your own modules.
A typical way to run the server would be:
.. tabs::
.. group-tab:: Windows
.. code-block:: doscon
C:\> cd CommunityPath/
C:\> python odoo-bin -r dbuser -w dbpassword --addons-path=addons -d mydb
Where `CommunityPath` is the path of the Odoo Community installation, `dbuser` is the
PostgreSQL login, `dbpassword` is the PostgreSQL password, and `mydb` is the name of the
PostgreSQL database.
.. group-tab:: Linux
.. code-block:: console
$ cd /CommunityPath
$ python3 odoo-bin --addons-path=addons -d mydb
Where `CommunityPath` is the path of the Odoo Community installation, and `mydb` is the name
of the PostgreSQL database.
.. group-tab:: Mac OS
.. code-block:: console
$ cd /CommunityPath
$ python3 odoo-bin --addons-path=addons -d mydb
Where `CommunityPath` is the path of the Odoo Community installation, and `mydb` is the name
of the PostgreSQL database.
After the server has started (the INFO log `odoo.modules.loading: Modules loaded.` is printed), open
http://localhost:8069 in your web browser and log in with the base administrator account: Use
`admin` for the :guilabel:`Email` and, again, `admin` for the :guilabel:`Password`. That's it, you
just logged into your own Odoo database!
.. tip::
- From there, you can create and manage new :doc:`users
</applications/general/users/manage_users>`.
- The user account you use to log into Odoo's web interface differs from the :option:`--db_user
<odoo-bin -r>` CLI argument.
.. seealso::
:doc:`The exhaustive list of CLI arguments for odoo-bin </developer/reference/cli>`.
.. _setup/install/docker:
Docker
======
The full documentation on how to use Odoo with Docker can be found on the
official Odoo `docker image <https://hub.docker.com/_/odoo/>`_ page.
.. _Debian 11 (Bullseye): https://www.debian.org/releases/bullseye/
.. _demo: https://demo.odoo.com
.. _docker: https://www.docker.com
.. _download: https://www.odoo.com/page/download
.. _Ubuntu 22.04 (Jammy): https://releases.ubuntu.com/22.04/
.. _EPEL: https://fedoraproject.org/wiki/EPEL
.. _PostgreSQL: https://www.postgresql.org
.. _the official installer:
.. _install pip:
https://pip.pypa.io/en/latest/installing.html#install-pip
.. _Quilt: https://en.wikipedia.org/wiki/Quilt_(software)
.. _Odoo Online: https://www.odoo.com/page/start
.. _the wkhtmltopdf download page: https://github.com/wkhtmltopdf/wkhtmltopdf/releases/tag/0.12.5
.. _UAC: https://en.wikipedia.org/wiki/User_Account_Control
.. _wkhtmltopdf: https://wkhtmltopdf.org
.. _pip: https://pip.pypa.io
.. _macports: https://www.macports.org
.. _homebrew: https://brew.sh
.. _wheels: https://wheel.readthedocs.org/en/latest/
.. _virtualenv: https://pypi.python.org/pypi/virtualenv
.. _virtualenvwrapper: https://virtualenvwrapper.readthedocs.io/en/latest/
.. _pywin32: https://sourceforge.net/projects/pywin32/files/pywin32/
.. _community-repository: https://github.com/odoo/odoo
.. _enterprise-repository: https://github.com/odoo/enterprise
.. _Editions: https://www.odoo.com/pricing#pricing_table_features
.. _nightly: https://nightly.odoo.com/
.. _extra: https://nightly.odoo.com/extra/

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======
Online
======
Online instances are accessed using any web browser and do not require a local installation.
Demo
----
To quickly try out Odoo, shared `demo <https://demo.odoo.com>`_ instances are available. No
registration is required, but each instance only lives for a few hours.
Odoo Online
-----------
`Odoo Online <https://www.odoo.com/trial>`_ provides private instances which are fully managed and
hosted by Odoo. It can be used for long-term production or to test Odoo thoroughly, including
customizations that don't require code.
.. note::
Odoo Online is incompatible with custom modules or the Odoo App Store.

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===================
Packaged installers
===================
Odoo provides packaged installers for Debian-based Linux distributions (Debian, Ubuntu, etc.),
RPM-based Linux distributions (Fedora, CentOS, RHEL, etc.), and Windows for the Community and
Enterprise editions.
Official **Community** nightly packages with all relevant dependency requirements are available on
the `nightly server <https://nightly.odoo.com>`_.
.. note::
Nightly packages may be difficult to keep up to date.
Official **Community** and **Enterprise** packages can be downloaded from the `Odoo download page
<https://www.odoo.com/page/download>`_.
.. note::
It is required to be logged in as a paying customer or partner to download the Enterprise
packages.
.. _install/packages/linux:
Linux
=====
Prepare
-------
Odoo needs a `PostgreSQL <https://www.postgresql.org/>`_ server to run properly.
.. tabs::
.. group-tab:: Debian/Ubuntu
The default configuration for the Odoo 'deb' package is to use the PostgreSQL server on the
same host as the Odoo instance. Execute the following command to install the PostgreSQL
server:
.. code-block:: console
$ sudo apt install postgresql -y
.. group-tab:: Fedora
Make sure that the `sudo` command is available and well configured and, only then, execute the
following command to install the PostgreSQL server:
.. code-block:: console
$ sudo dnf install -y postgresql-server
$ sudo postgresql-setup --initdb --unit postgresql
$ sudo systemctl enable postgresql
$ sudo systemctl start postgresql
.. warning::
`wkhtmltopdf` is not installed through **pip** and must be installed manually in `version 0.12.5
<https://github.com/wkhtmltopdf/wkhtmltopdf/releases/tag/0.12.5>`_ for it to support headers and
footers. Check out the `wkhtmltopdf wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for
more details on the various versions.
Repository
----------
Odoo S.A. provides a repository that can be used to install the **Community** edition by executing
the following commands:
.. tabs::
.. group-tab:: Debian/Ubuntu
.. code-block:: console
$ wget -q -O - https://nightly.odoo.com/odoo.key | sudo gpg --dearmor -o /usr/share/keyrings/odoo-archive-keyring.gpg
$ echo 'deb [signed-by=/usr/share/keyrings/odoo-archive-keyring.gpg] https://nightly.odoo.com/{CURRENT_MAJOR_BRANCH}/nightly/deb/ ./' | sudo tee /etc/apt/sources.list.d/odoo.list
$ sudo apt-get update && sudo apt-get install odoo
Use the usual `apt-get upgrade` command to keep the installation up-to-date.
.. group-tab:: Fedora
.. code-block:: console
$ sudo dnf config-manager --add-repo=https://nightly.odoo.com/{CURRENT_MAJOR_BRANCH}/nightly/rpm/odoo.repo
$ sudo dnf install -y odoo
$ sudo systemctl enable odoo
$ sudo systemctl start odoo
.. note::
Currently, there is no nightly repository for the Enterprise edition.
Distribution package
--------------------
Instead of using the repository, packages for both the **Community** and **Enterprise** editions can
be downloaded from the `Odoo download page <https://www.odoo.com/page/download>`_.
.. tabs::
.. group-tab:: Debian/Ubuntu
.. note::
Odoo {CURRENT_MAJOR_VERSION} 'deb' package currently supports `Debian Buster
<https://www.debian.org/releases/buster/>`_ and `Ubuntu 18.04
<https://releases.ubuntu.com/18.04>`_ or above.
Once downloaded, execute the following commands **as root** to install Odoo as a service,
create the necessary PostgreSQL user, and automatically start the server:
.. code-block:: console
# dpkg -i <path_to_installation_package> # this probably fails with missing dependencies
# apt-get install -f # should install the missing dependencies
# dpkg -i <path_to_installation_package>
.. warning::
- The `python3-xlwt` Debian package, needed to export into the XLS format, does not exist
in Debian Buster nor Ubuntu 18.04. If needed, install it manually with the following:
.. code-block:: console
$ sudo pip3 install xlwt
- The `num2words` Python package - needed to render textual amounts - does not exist in
Debian Buster nor Ubuntu 18.04, which could cause problems with the `l10n_mx_edi` module.
If needed, install it manually with the following:
.. code-block:: console
$ sudo pip3 install num2words
.. group-tab:: Fedora
.. note::
Odoo {CURRENT_MAJOR_VERSION} 'rpm' package supports Fedora 36.
Once downloaded, the package can be installed using the 'dnf' package manager:
.. code-block:: console
$ sudo dnf localinstall odoo_{CURRENT_MAJOR_BRANCH}.latest.noarch.rpm
$ sudo systemctl enable odoo
$ sudo systemctl start odoo
.. _install/packages/windows:
Windows
=======
#. Download the installer from the `nightly server <https://nightly.odoo.com>`_ (Community only) or
the Windows installer from the `Odoo download page <https://www.odoo.com/page/download>`_ (any
edition.
#. Execute the downloaded file.
.. warning::
On Windows 8 and later, a warning titled *Windows protected your PC* may be displayed. Click
**More Info** and then **Run anyway** to proceed.
#. Accept the `UAC <https://en.wikipedia.org/wiki/User_Account_Control>`_ prompt.
#. Go through the installation steps.
Odoo launches automatically at the end of the installation.

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======
Source
======
The source 'installation' is not about installing Odoo but running it directly from the source
instead.
Using the Odoo source can be more convenient for module developers as it is more easily accessible
than using packaged installers.
It makes starting and stopping Odoo more flexible and explicit than the services set up by the
packaged installers. Also, it allows overriding settings using :ref:`command-line parameters
<reference/cmdline>` without needing to edit a configuration file.
Finally, it provides greater control over the system's setup and allows to more easily keep (and
run) multiple versions of Odoo side-by-side.
Fetch the sources
-----------------
There are two ways to obtain the source code of Odoo: as a ZIP **archive** or through **Git**.
Archive
~~~~~~~
Community edition:
- `Odoo download page <https://www.odoo.com/page/download>`_
- `GitHub Community repository <https://github.com/odoo/odoo>`_
- `Nightly server <https://nightly.odoo.com>`_
Enterprise edition:
- `Odoo download page <https://www.odoo.com/page/download>`_
- `GitHub Enterprise repository <https://github.com/odoo/enterprise>`_
.. _install/source/git:
Git
~~~
.. note::
It is required to have `Git <https://git-scm.com/>`_ installed, and it is recommended to have a
basic knowledge of Git commands to proceed.
To clone a Git repository, choose between cloning with HTTPS or SSH. In most cases, the best option
is HTTPS. However, choose SSH to contribute to Odoo source code or when following the :doc:`Getting
Started developer tutorial </developer/tutorials/getting_started>`.
.. tabs::
.. group-tab:: Linux
.. tabs::
.. tab:: Clone with HTTPS
.. code-block:: console
$ git clone https://github.com/odoo/odoo.git
$ git clone https://github.com/odoo/enterprise.git
.. tab:: Clone with SSH
.. code-block:: console
$ git clone git@github.com:odoo/odoo.git
$ git clone git@github.com:odoo/enterprise.git
.. group-tab:: Windows
.. tabs::
.. tab:: Clone with HTTPS
.. code-block:: doscon
C:\> git clone https://github.com/odoo/odoo.git
C:\> git clone https://github.com/odoo/enterprise.git
.. tab:: Clone with SSH
.. code-block:: doscon
C:\> git clone git@github.com:odoo/odoo.git
C:\> git clone git@github.com:odoo/enterprise.git
.. group-tab:: Mac OS
.. tabs::
.. tab:: Clone with HTTPS
.. code-block:: console
$ git clone https://github.com/odoo/odoo.git
$ git clone https://github.com/odoo/enterprise.git
.. tab:: Clone with SSH
.. code-block:: console
$ git clone git@github.com:odoo/odoo.git
$ git clone git@github.com:odoo/enterprise.git
.. note::
**The Enterprise git repository does not contain the full Odoo source code**. It is only a
collection of extra add-ons. The main server code is in the Community edition. Running the
Enterprise version means running the server from the Community version with the `addons-path`
option set to the folder with the Enterprise edition. It is required to clone both the Community
and Enterprise repositories to have a working Odoo Enterprise installation.
.. _install/source/prepare:
Prepare
-------
Python
~~~~~~
Odoo requires **Python 3.7** or later to run.
.. tabs::
.. group-tab:: Linux
Use a package manager to download and install Python 3 if needed.
.. group-tab:: Windows
`Download the latest version of Python 3 <https://www.python.org/downloads/windows/>`_ and
install it.
During installation, check **Add Python 3 to PATH**, then click **Customize Installation** and
make sure that **pip** is checked.
.. group-tab:: Mac OS
Use a package manager (`Homebrew <https://brew.sh/>`_, `MacPorts <https://www.macports.org>`_)
to download and install Python 3 if needed.
.. note::
If Python 3 is already installed, make sure that the version is 3.7 or above, as previous
versions are not compatible with Odoo.
.. tabs::
.. group-tab:: Linux
.. code-block:: console
$ python3 --version
.. group-tab:: Windows
.. code-block:: doscon
C:\> python --version
.. group-tab:: Mac OS
.. code-block:: console
$ python3 --version
Verify that `pip <https://pip.pypa.io>`_ is also installed for this version.
.. tabs::
.. group-tab:: Linux
.. code-block:: console
$ pip3 --version
.. group-tab:: Windows
.. code-block:: doscon
C:\> pip --version
.. group-tab:: Mac OS
.. code-block:: console
$ pip3 --version
PostgreSQL
~~~~~~~~~~
Odoo uses PostgreSQL as its database management system.
.. tabs::
.. group-tab:: Linux
Use a package manager to download and install PostgreSQL (supported versions: 12.0 or above).
It can be achieved by executing the following:
.. code-block:: console
$ sudo apt install postgresql postgresql-client
.. group-tab:: Windows
`Download PostgreSQL <https://www.postgresql.org/download/windows>`_ (supported versions: 12.0
or above) and install it.
.. group-tab:: Mac OS
Use `Postgres.app <https://postgresapp.com>`_ to download and install PostgreSQL (supported
version: 12.0 or above).
.. tip::
To make the command line tools bundled with Postgres.app available, make sure to set up the
`$PATH` variable by following the `Postgres.app CLI tools instructions
<https://postgresapp.com/documentation/cli-tools.html>`_.
By default, the only user is `postgres`. As Odoo forbids connecting as `postgres`, create a new
PostgreSQL user.
.. tabs::
.. group-tab:: Linux
.. code-block:: console
$ sudo -u postgres createuser -s $USER
$ createdb $USER
.. note::
Because the PostgreSQL user has the same name as the Unix login, it is possible to connect
to the database without a password.
.. group-tab:: Windows
#. Add PostgreSQL's `bin` directory (by default:
:file:`C:\\Program Files\\PostgreSQL\\<version>\\bin`) to the `PATH`.
#. Create a postgres user with a password using the pg admin gui:
#. Open **pgAdmin**.
#. Double-click the server to create a connection.
#. Select :menuselection:`Object --> Create --> Login/Group Role`.
#. Enter the username in the **Role Name** field (e.g., `odoo`).
#. Open the **Definition** tab, enter a password (e.g., `odoo`), and click **Save**.
#. Open the **Privileges** tab and switch **Can login?** to `Yes` and **Create database?**
to `Yes`.
.. group-tab:: Mac OS
.. code-block:: console
$ sudo -u postgres createuser -s $USER
$ createdb $USER
.. note::
Because the PostgreSQL user has the same name as the Unix login, it is possible to connect
to the database without a password.
.. _install/dependencies:
Dependencies
~~~~~~~~~~~~
.. tabs::
.. group-tab:: Linux
Using **distribution packages** is the preferred way of installing dependencies.
Alternatively, install the Python dependencies with **pip**.
.. tabs::
.. tab:: Debian/Ubuntu
For Debian-based systems, the packages are listed in the `debian/control
<{GITHUB_PATH}/debian/control>`_ file of the Odoo sources.
On Debian/Ubuntu, the following commands should install the required packages:
.. code-block:: console
$ cd /CommunityPath
$ sed -n -e '/^Depends:/,/^Pre/ s/ python3-\(.*\),/python3-\1/p' debian/control | sudo xargs apt-get install -y
.. tab:: Install with pip
As some of the Python packages need a compilation step, they require system libraries to
be installed.
On Debian/Ubuntu, the following command should install these required libraries:
.. code-block:: console
$ sudo apt install python3-pip libldap2-dev libpq-dev libsasl2-dev
Odoo dependencies are listed in the :file:`requirements.txt` file located at the root of
the Odoo Community directory.
.. note::
The Python packages in :file:`requirements.txt` are based on their stable/LTS
Debian/Ubuntu corresponding version at the moment of the Odoo release. For example,
for Odoo 15.0, the `python3-babel` package version is 2.8.0 in Debian Bullseye and
2.6.0 in Ubuntu Focal. The lowest version is then chosen in the
:file:`requirements.txt`.
.. tip::
It can be preferable not to mix Python module packages between different instances of
Odoo or with the system. However, it is possible to use `virtualenv
<https://pypi.org/project/virtualenv/>`_ to create isolated Python environments.
Navigate to the path of the Odoo Community installation (:file:`CommunityPath`) and run
**pip** on the requirements file to install the requirements for the current user.
.. code-block:: console
$ cd /CommunityPath
$ pip install -r requirements.txt
.. group-tab:: Windows
Before installing the dependencies, download and install the `Build Tools for Visual
Studio <https://visualstudio.microsoft.com/downloads/>`_. Select **C++ build tools** in the
**Workloads** tab and install them when prompted.
Odoo dependencies are listed in the `requirements.txt` file located at the root of the Odoo
Community directory.
.. tip::
It can be preferable not to mix Python module packages between different instances of
Odoo or with the system. However, it is possible to use `virtualenv
<https://pypi.org/project/virtualenv/>`_ to create isolated Python environments.
Navigate to the path of the Odoo Community installation (`CommunityPath`) and run **pip** on
the requirements file in a terminal **with Administrator privileges**:
.. code-block:: doscon
C:\> cd \CommunityPath
C:\> pip install setuptools wheel
C:\> pip install -r requirements.txt
.. group-tab:: Mac OS
Odoo dependencies are listed in the `requirements.txt` file located at the root of the Odoo
Community directory.
.. tip::
It can be preferable not to mix Python module packages between different instances of
Odoo or with the system. However, it is possible to use `virtualenv
<https://pypi.org/project/virtualenv/>`_ to create isolated Python environments.
Navigate to the path of the Odoo Community installation (`CommunityPath`) and run **pip** on
the requirements file:
.. code-block:: console
$ cd /CommunityPath
$ pip3 install setuptools wheel
$ pip3 install -r requirements.txt
.. warning::
Non-Python dependencies must be installed with a package manager (`Homebrew
<https://brew.sh/>`_, `MacPorts <https://www.macports.org>`_).
#. Download and install the **Command Line Tools**:
.. code-block:: console
$ xcode-select --install
#. Use the package manager to install non-Python dependencies.
.. note::
For languages using a **right-to-left interface** (such as Arabic or Hebrew), the `rtlcss`
package is required.
.. tabs::
.. group-tab:: Linux
#. Download and install **nodejs** and **npm** with a package manager.
#. Install `rtlcss`:
.. code-block:: console
$ sudo npm install -g rtlcss
.. group-tab:: Windows
#. Download and install `nodejs <https://nodejs.org/en/download>`_.
#. Install `rtlcss`:
.. code-block:: doscon
C:\> npm install -g rtlcss
#. Edit the system environment's variable `PATH` to add the folder where `rtlcss.cmd` is
located (typically: :file:`C:\\Users\\<user>\\AppData\\Roaming\\npm\\`).
.. group-tab:: Mac OS
#. Download and install **nodejs** with a package manager (`Homebrew <https://brew.sh/>`_,
`MacPorts <https://www.macports.org>`_).
#. Install `rtlcss`:
.. code-block:: console
$ sudo npm install -g rtlcss
.. warning::
`wkhtmltopdf` is not installed through **pip** and must be installed manually in `version 0.12.5
<https://github.com/wkhtmltopdf/wkhtmltopdf/releases/tag/0.12.5>`_ for it to support headers and
footers. Check out the `wkhtmltopdf wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for
more details on the various versions.
.. _install/source/running_odoo:
Running Odoo
------------
Once all dependencies are set up, Odoo can be launched by running `odoo-bin`, the command-line
interface of the server. It is located at the root of the Odoo Community directory.
To configure the server, either specify :ref:`command-line arguments <reference/cmdline/server>` or
a :ref:`configuration file <reference/cmdline/config>`.
.. tip::
For the Enterprise edition, add the path to the `enterprise` add-ons to the `addons-path`
argument. Note that it must come before the other paths in `addons-path` for add-ons to be loaded
correctly.
Common necessary configurations are:
- PostgreSQL user and password.
- Custom addon paths beyond the defaults to load custom modules.
A typical way to run the server would be:
.. tabs::
.. group-tab:: Linux
.. code-block:: console
$ cd /CommunityPath
$ python3 odoo-bin --addons-path=addons -d mydb
Where `CommunityPath` is the path of the Odoo Community installation, and `mydb` is the name
of the PostgreSQL database.
.. group-tab:: Windows
.. code-block:: doscon
C:\> cd CommunityPath/
C:\> python odoo-bin -r dbuser -w dbpassword --addons-path=addons -d mydb
Where `CommunityPath` is the path of the Odoo Community installation, `dbuser` is the
PostgreSQL login, `dbpassword` is the PostgreSQL password, and `mydb` is the name of the
PostgreSQL database.
.. group-tab:: Mac OS
.. code-block:: console
$ cd /CommunityPath
$ python3 odoo-bin --addons-path=addons -d mydb
Where `CommunityPath` is the path of the Odoo Community installation, and `mydb` is the name
of the PostgreSQL database.
After the server has started (the INFO log `odoo.modules.loading: Modules loaded.` is printed), open
http://localhost:8069 in a web browser and log into the Odoo database with the base administrator
account: use `admin` as the email and, again, `admin` as the password.
.. tip::
- From there, create and manage new :doc:`users <../../applications/general/users/manage_users>`.
- The user account used to log into Odoo's web interface differs from the :option:`--db_user
<odoo-bin -r>` CLI argument.
.. seealso::
:doc:`The list of CLI arguments for odoo-bin </developer/reference/cli>`

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@ -61,7 +61,7 @@ have your own favourite. You may need to adapt sections to your usual workflow.
* Shutdown your server
* Backup your community database
* Update the ``--addons-path`` parameter of your launch command (see :ref:`setup/install/source`)
* Update the ``--addons-path`` parameter of your launch command (see :doc:`../install/source`)
* Install the web_enterprise module by using
.. code-block:: console

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@ -46,7 +46,7 @@ Updating Odoo is accomplished by simply reinstalling the latest version of your
Edition on top of your current installation. This will preserve your data without any alteration,
as long as you do not uninstall PostgreSQL (the database engine that comes with Odoo).
The main reference for updating is logically our :ref:`installation guide <setup/install>`,
The main reference for updating is logically our :doc:`installation guide <../install>`,
which explains the common installation methods.
Updating is also most appropriately accomplished by the person who deployed Odoo initially,

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@ -85,7 +85,7 @@ From the Odoo.sh editor, in a terminal:
$ odoo-bin scaffold my_module ~/src/user/
Or, from your computer, if you have an :ref:`installation of Odoo <setup/install/source>`:
Or, from your computer, if you have an :doc:`installation of Odoo <../../install/source>`:
.. code-block:: bash

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@ -220,7 +220,7 @@ Proxy. Copy the token and save it in a safe place for later use.
.. seealso::
- `Odoo: Download Odoo <https://www.odoo.com/page/download>`_
- :doc:`/administration/install/install`
- :doc:`../../../administration/install`
.. _egypt/e-invoicing-usb-configuration:

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@ -37,8 +37,8 @@ and then push them to GitHub. Skip this section and go to
affecting the main codebase. Skip this step if you work at Odoo.
#. .. include:: install_git.rst
#. .. include:: configure_git_authorship.rst
#. :ref:`Install Odoo from the sources <setup/install/source>`. Make sure to fetch the sources
through Git with SSH.
#. :doc:`Install Odoo from the sources <../administration/install/source>`. Make sure to fetch the
sources through Git with SSH.
#. Configure Git to push changes to your fork(s) rather than to the main codebase. If you work at
Odoo, configure Git to push changes to the shared forks created on the account **odoo-dev**.

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@ -12,8 +12,9 @@ In this chapter, you will learn:
Install
=======
There are multiple ways to :doc:`install Odoo <../../../administration/install/install>`, depending on the intended use case. This documentation
assumes you use the :ref:`source install <setup/install/source>` (running Odoo from the source code), which is best suited
There are multiple ways to :doc:`install Odoo <../../../administration/install>`, depending on the
intended use case. This documentation assumes you use the :doc:`source install
<../../../administration/install/source>` (running Odoo from the source code), which is best suited
for Odoo designers and developers.
Databases
@ -181,7 +182,7 @@ Running Odoo
Once all dependencies are set up, Odoo can be launched by running `odoo-bin`, the command-line
interface of the server. It is located at the root of the Odoo Community directory.
- :ref:`Running Odoo <setup/install/source/running_odoo>`
- :ref:`Running Odoo <install/source/running_odoo>`
- `Docker <https://hub.docker.com/_/odoo/>`_
To configure the server, you can specify command-line arguments or a configuration file. The first

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@ -12,10 +12,10 @@ environment <reference/cmdline/shell>`, :ref:`scaffold an Odoo module <reference
.. important::
The command to use to call the CLI depends on how you installed Odoo. In the examples below, we
assume that you are :ref:`running Odoo from source <setup/install/source>` with the
:file:`odoo-bin` file. If you installed Odoo :ref:`from a distribution package
<setup/install/packaged>` or :ref:`with Docker <setup/install/docker>`, you must adapt the
command.
assume that you are :doc:`running Odoo from source <../../administration/install/source>` with
the :file:`odoo-bin` file. If you installed Odoo :doc:`from a distribution package
<../../administration/install/packages>` or with `Docker <https://hub.docker.com/_/odoo/>`_, you
must adapt the command.
.. tabs::

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@ -11,7 +11,7 @@ Building a Module
This tutorial is outdated. We recommend reading :doc:`getting_started` instead.
.. warning::
This tutorial requires :ref:`having installed Odoo <setup/install>`
This tutorial requires :doc:`having installed Odoo <../../administration/install>`
Start/Stop the Odoo server
==========================
@ -970,8 +970,8 @@ Gantt
-----
.. warning::
The gantt view requires the web_gantt module which is present in :ref:`the enterprise edition
<setup/install/editions>` version.
The gantt view requires the web_gantt module which is present in the enterprise edition
<install/editions>` version.
Horizontal bar charts typically used to show project planning and advancement,
their root element is ``<gantt>``.

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@ -24,7 +24,7 @@ or extend existing business systems of Odoo, see :doc:`backend`.
* jQuery_
* `Underscore.js`_
It also requires :ref:`an installed Odoo <setup/install>`, and Git_.
It also requires :doc:`an installed Odoo <../../administration/install>`, and Git_.
A Simple Module
===============

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@ -11,7 +11,7 @@ Building a Website
* This guide assumes `basic knowledge of Python
<http://docs.python.org/2/tutorial/>`_
* This guide assumes :ref:`an installed Odoo <setup/install>`
* This guide assumes :doc:`an installed Odoo <../../administration/install>`
Creating a basic module
=======================

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@ -1,3 +1,7 @@
# administration/install
administration/install/install.rst administration/install.rst
# applications/finance
applications/finance/accounting/bank/interbank.rst applications/finance/accounting/payments/internal_transfers.rst # bank/interbank -> payments/internal_transfers