[IMP] general: add intro for "general" + imp uninstalling apps/modules

task-2575136
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Jonathan Castillo 2021-06-18 07:05:55 +02:00 committed by Antoine Vandevenne (anv)
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@ -16,94 +16,70 @@ General
general/in_app_purchase
general/unsplash
.. _general/users-features:
**Odoo** is a suite of open source business apps that cover all your company needs: :doc:`CRM
<sales/crm>`, :doc:`eCommerce <websites/ecommerce>`, :doc:`accounting <finance/accounting>`,
:doc:`inventory <inventory_and_mrp/inventory>`, :doc:`point of sale <sales/point_of_sale>`,
:doc:`project management <services/project>`, etc. Its unique value proposition is to be at the same
time *very easy* to use and *fully integrated*.
Users and Features
==================
This section of the documentation covers all functional aspects that aren't app-specific. You can
find, for example, information about:
As the administrator of your database, you are responsible for its usage.
This includes the Apps you install as well as the number of users currently
in use.
- :doc:`general/users` and :doc:`general/users/access_rights`, to configure each user correctly.
- :doc:`general/export_import_data`, to transfer data from and to other environments than Odoo or
update data.
- :doc:`general/payment_acquirers`, to allow your customers to pay with their favorite payment
method.
- :doc:`general/auth/google`, as an authentication method.
Odoo is many things (ERP, CMS, CRM application, e-Commerce backend, etc.)
but it is *not* a smartphone. You should apply caution when adding/removing
features (especially Apps) on your database since this may impact your
subscription amount significantly (or switch you from a free account
to a paying one on our online platform).
.. important::
- | **Installing or uninstalling apps, managing users, etc., is up to you.**
| As the administrator of your database, you are responsible for its usage, as you know best
how your organization works. This includes the installation or uninstallation of :ref:`apps
<general/apps-modules>` as well as the number of :doc:`users <general/users>` currently in
use.
- | **Odoo apps have dependencies.**
| Installing some apps and features with dependencies may also install additional apps and
modules that are technically required, even if you won't actively use them.
- | **Always test app installation/removal on a duplicate of your database.**
| This way, you can know what app dependencies may be required or what data may be erased.
This section contains some information as to how you can manage your Odoo
instances. Before carrying any of these procedures, we **strongly** advise
to test them on a duplicate of your database first. That way, if something goes
wrong, your day-to-day business is not impacted.
.. seealso::
- :ref:`Online Database management: Duplicate a database <duplicate_online>`
- :ref:`On-premises Database management: Duplicate a database <duplicate_premise>`
- `Submit a Support Ticket <https://www.odoo.com/help>`_
.. note:: You can find guides on how to duplicate your databases both for
:ref:`online <duplicate_online>` and :ref:`on premise <duplicate_premise>`
installations.
.. _general/apps-modules:
.. note:: If you have questions about the content of this section or if you
encounter an issue while carrying out these procedures, please contact
us through our `support form <https://www.odoo.com/help>`__.
Apps and modules
================
Odoo is *not a smartphone*, and its apps shouldn't be installed or uninstalled carelessly. Apply
caution when adding or removing apps and modules on your database since this may impact your
subscription costs.
Uninstalling Apps
-----------------
.. _general/uninstall:
.. warning:: Make sure you first test what you are about to do on a
:ref:`duplicate <duplicate_online>` of your database before making any
changes (*especially* installing/uninstalling apps).
Uninstall apps and modules
--------------------------
In your Odoo instance click on **Settings**; in this app, you will be
able to see how many applications you have installed. Click on **Browse
Apps** to access the list of your installed applications.
+----------------+----------------+
| |settings| | |browse_apps| |
+----------------+----------------+
In your applications' dashboard, you will see all the icons of your
applications. Click on the application you want to uninstall. Then, on
the form of the application, click on **Uninstall**.
Go to :menuselection:`Apps`, click on the *dropdown menu* of the app you want to uninstall, then on
*Uninstall*.
.. image:: general/uninstall.png
:align: center
:align: center
.. danger:: Some applications have dependencies, like Invoicing, eCommerce,
etc. Therefore, the system will give you a warning message to advise
you of what is about to be removed. If you uninstall your application,
all its dependencies will be uninstalled as well (and the data in them
will permanently disappear). If you are sure you still want to uninstall
it, then click **Confirm**.
Last, after having checked the warning message (if any), click **Confirm**.
Some apps have dependencies, meaning that one app requires another. Therefore, uninstalling one app
may uninstall multiple apps and modules. Odoo warns you which dependant apps and modules are
affected by it.
.. image:: general/uninstall_deps.png
:align: center
:align: center
You have finished uninstalling your application.
To complete the uninstallation, click on *Confirm*.
Good to know
------------
* **Uninstalling apps, managing users, etc. is up to you**: no one else can
know if your business flow is broken better than you. If we were to uninstall
applications for you, we would never be able to tell if relevant data had
been removed or if one of your business flow was broken because we *do not
know how you work* and therefore cannot validate these kinds of operations.
* **Odoo Apps have dependencies**: this means that you may need to install
modules that you do not actively use to access some features of Odoo
you might need. For example, the Website Builder app is needed to be
able to show your customer their Quotes in a web page. Even though you
might not need or use the Website itself, it is needed for the Online
Quotes feature to work properly.
* **Always test app installation/removal on a duplicate** (or on a
free trial database): that way you can know what other apps may
be required, etc. This will avoid surprises when uninstalling
or when receiving your invoices.
.. |settings| image:: general/settings_app.png
.. |browse_apps| image:: general/browse_apps.png
.. danger::
Uninstalling an app also uninstalls all its dependencies and permanently erases their data.
.. _developer-mode:
@ -112,8 +88,8 @@ Activate the developer mode (debug mode)
The developer mode (or debug mode) gives you access to extra and advanced tools.
Through the Settings application
--------------------------------
Through the Settings
--------------------
Go to :menuselection:`Settings --> Activate the developer mode`.

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@ -67,13 +67,12 @@ groups.
Deactivate Users
================
Go to :menuselection:`Settings --> Users & Companies --> Users`, open the user you want to deactivate, click on
*Action*, and then on *Archive*.
Go to :menuselection:`Settings --> Users & Companies --> Users`, open the user you want to
deactivate, click on *Action*, and then on *Archive*.
.. danger::
**Never** deactivate the main user (*admin*).
.. _users/passwords-management:
Passwords management