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2
.gitattributes
vendored
Normal file
@ -0,0 +1,2 @@
|
|||||||
|
# Include RST files in language statistics on GitHub.
|
||||||
|
*.rst linguist-detectable
|
3
.gitignore
vendored
@ -1,6 +1,7 @@
|
|||||||
*.pyc
|
*.pyc
|
||||||
.*
|
|
||||||
*.mo
|
*.mo
|
||||||
|
.*
|
||||||
|
!.gitattributes
|
||||||
|
|
||||||
# Sphinx build files
|
# Sphinx build files
|
||||||
_build/
|
_build/
|
||||||
|
4
Makefile
@ -24,7 +24,7 @@ SOURCE_DIR = content
|
|||||||
|
|
||||||
HTML_BUILD_DIR = $(BUILD_DIR)/html
|
HTML_BUILD_DIR = $(BUILD_DIR)/html
|
||||||
ifdef VERSIONS
|
ifdef VERSIONS
|
||||||
HTML_BUILD_DIR := $(HTML_BUILD_DIR)/master
|
HTML_BUILD_DIR := $(HTML_BUILD_DIR)/saas-15.2
|
||||||
endif
|
endif
|
||||||
ifneq ($(CURRENT_LANG),en)
|
ifneq ($(CURRENT_LANG),en)
|
||||||
HTML_BUILD_DIR := $(HTML_BUILD_DIR)/$(CURRENT_LANG)
|
HTML_BUILD_DIR := $(HTML_BUILD_DIR)/$(CURRENT_LANG)
|
||||||
@ -77,6 +77,6 @@ $(HTML_BUILD_DIR)/_static/style.css: extensions/odoo_theme/static/style.scss ext
|
|||||||
fast: SPHINXOPTS += -A collapse_menu=True
|
fast: SPHINXOPTS += -A collapse_menu=True
|
||||||
fast: html
|
fast: html
|
||||||
|
|
||||||
static: $(HTML_BUILD_DIR)/static/style.css
|
static: $(HTML_BUILD_DIR)/_static/style.css
|
||||||
cp -r extensions/odoo_theme/static/* $(HTML_BUILD_DIR)/_static/
|
cp -r extensions/odoo_theme/static/* $(HTML_BUILD_DIR)/_static/
|
||||||
cp -r static/* $(HTML_BUILD_DIR)/_static/
|
cp -r static/* $(HTML_BUILD_DIR)/_static/
|
||||||
|
14
README.md
@ -4,11 +4,11 @@
|
|||||||
|
|
||||||
### Requirements
|
### Requirements
|
||||||
|
|
||||||
- [Git](https://www.odoo.com/documentation/master/contributing/documentation.html#install-git)
|
- [Git](https://www.odoo.com/documentation/saas-15.2/contributing/documentation.html#install-git)
|
||||||
- [Python 3.7 or 3.8](https://www.odoo.com/documentation/master/contributing/documentation.html#python)
|
- [Python 3.7 or 3.8](https://www.odoo.com/documentation/saas-15.2/contributing/documentation.html#python)
|
||||||
- Python dependencies listed in the file [`requirements.txt`](https://github.com/odoo/documentation/tree/master/requirements.txt).
|
- Python dependencies listed in the file [`requirements.txt`](https://github.com/odoo/documentation/tree/saas-15.2/requirements.txt).
|
||||||
- [Make](https://www.odoo.com/documentation/master/contributing/documentation.html#make)
|
- [Make](https://www.odoo.com/documentation/saas-15.2/contributing/documentation.html#make)
|
||||||
- A local copy of the [odoo/odoo repository in master](https://github.com/odoo/odoo/tree/master) (Optional)
|
- A local copy of the [odoo/odoo repository in saas-15.2](https://github.com/odoo/odoo/tree/saas-15.2) (Optional)
|
||||||
|
|
||||||
### Instructions
|
### Instructions
|
||||||
|
|
||||||
@ -23,7 +23,7 @@
|
|||||||
|
|
||||||
2. Open the file `documentation/_build/html/index.html` in your web browser to display the render.
|
2. Open the file `documentation/_build/html/index.html` in your web browser to display the render.
|
||||||
|
|
||||||
3. See [this guide](https://www.odoo.com/documentation/master/contributing/documentation.html#preview-your-changes)
|
3. See [this guide](https://www.odoo.com/documentation/saas-15.2/contributing/documentation.html#preview-your-changes)
|
||||||
for more detailed instructions.
|
for more detailed instructions.
|
||||||
|
|
||||||
Optional: to fully build the developer documentation with inline docstrings for documented Python
|
Optional: to fully build the developer documentation with inline docstrings for documented Python
|
||||||
@ -34,7 +34,7 @@ be shown.
|
|||||||
## Contribute to the documentation
|
## Contribute to the documentation
|
||||||
|
|
||||||
For contributions to the content of the documentation, please refer to the
|
For contributions to the content of the documentation, please refer to the
|
||||||
[Introduction Guide](https://www.odoo.com/documentation/master/contributing/documentation.html).
|
[Introduction Guide](https://www.odoo.com/documentation/saas-15.2/contributing/documentation.html).
|
||||||
|
|
||||||
To **report a content issue**, **request new content** or **ask a question**, use the
|
To **report a content issue**, **request new content** or **ask a question**, use the
|
||||||
[repository's issue tracker](https://github.com/odoo/documentation-user/issues) as usual.
|
[repository's issue tracker](https://github.com/odoo/documentation-user/issues) as usual.
|
||||||
|
63
conf.py
@ -19,7 +19,7 @@ copyright = 'Odoo S.A.'
|
|||||||
# `version` if the version info for the project being documented, acts as replacement for |version|,
|
# `version` if the version info for the project being documented, acts as replacement for |version|,
|
||||||
# also used in various other places throughout the built documents.
|
# also used in various other places throughout the built documents.
|
||||||
# `release` is the full version, including alpha/beta/rc tags. Acts as replacement for |release|.
|
# `release` is the full version, including alpha/beta/rc tags. Acts as replacement for |release|.
|
||||||
version = release = 'master'
|
version = release = 'saas-15.2'
|
||||||
|
|
||||||
# The minimal Sphinx version required to build the documentation.
|
# The minimal Sphinx version required to build the documentation.
|
||||||
needs_sphinx = '3.0.0'
|
needs_sphinx = '3.0.0'
|
||||||
@ -121,12 +121,13 @@ extensions = [
|
|||||||
# Redirection generator
|
# Redirection generator
|
||||||
'redirects',
|
'redirects',
|
||||||
|
|
||||||
# Code switcher (switcher and case directives)
|
# Content tabs
|
||||||
'switcher',
|
'sphinx_tabs.tabs',
|
||||||
|
|
||||||
# Strange html domain logic used in memento pages
|
# Strange html domain logic used in memento pages
|
||||||
'html_domain',
|
'html_domain',
|
||||||
]
|
]
|
||||||
|
|
||||||
if odoo_dir_in_path:
|
if odoo_dir_in_path:
|
||||||
# GitHub links generation
|
# GitHub links generation
|
||||||
extensions += [
|
extensions += [
|
||||||
@ -153,7 +154,20 @@ sphinx.transforms.i18n.docname_to_domain = (
|
|||||||
sphinx.util.i18n.docname_to_domain
|
sphinx.util.i18n.docname_to_domain
|
||||||
) = lambda docname, compact: docname.split('/')[1 if docname.startswith('applications/') else 0]
|
) = lambda docname, compact: docname.split('/')[1 if docname.startswith('applications/') else 0]
|
||||||
|
|
||||||
supported_languages = {
|
# The version names that should be shown in the version switcher, if the config option `versions`
|
||||||
|
# is populated. If a version is passed to `versions` but is not listed here, it will not be shown.
|
||||||
|
versions_names = {
|
||||||
|
'master': "Master",
|
||||||
|
'saas-15.2': "Odoo Online",
|
||||||
|
'saas-15.1': "Odoo Online",
|
||||||
|
'15.0': "Odoo 15",
|
||||||
|
'14.0': "Odoo 14",
|
||||||
|
'13.0': "Odoo 13",
|
||||||
|
}
|
||||||
|
|
||||||
|
# The language names that should be shown in the language switcher, if the config option `languages`
|
||||||
|
# is populated. If a language is passed to `languages` but is not listed here, it will not be shown.
|
||||||
|
languages_names = {
|
||||||
'de': 'Deutsch',
|
'de': 'Deutsch',
|
||||||
'en': 'English',
|
'en': 'English',
|
||||||
'es': 'Español',
|
'es': 'Español',
|
||||||
@ -167,6 +181,9 @@ supported_languages = {
|
|||||||
# The specifications of redirect rules used by the redirects extension.
|
# The specifications of redirect rules used by the redirects extension.
|
||||||
redirects_file = 'redirects.txt'
|
redirects_file = 'redirects.txt'
|
||||||
|
|
||||||
|
sphinx_tabs_disable_tab_closing = True
|
||||||
|
sphinx_tabs_disable_css_loading = True
|
||||||
|
|
||||||
#=== Options for HTML output ===#
|
#=== Options for HTML output ===#
|
||||||
|
|
||||||
html_theme = 'odoo_theme'
|
html_theme = 'odoo_theme'
|
||||||
@ -294,15 +311,18 @@ def _generate_alternate_urls(app, pagename, templatename, context, doctree):
|
|||||||
|
|
||||||
The entry 'version' is added by Sphinx in the rendering context.
|
The entry 'version' is added by Sphinx in the rendering context.
|
||||||
"""
|
"""
|
||||||
# If the list of versions is not set, assume that the project has no alternate version
|
context['version_display_name'] = versions_names[version]
|
||||||
_alternate_versions = app.config.versions and app.config.versions.split(',') or []
|
|
||||||
context['alternate_versions'] = [
|
# If the list of versions is not set, assume the project has no alternate version
|
||||||
(_alternate_version, _build_url(_version=_alternate_version))
|
_provided_versions = app.config.versions and app.config.versions.split(',') or []
|
||||||
for _alternate_version in sorted(_alternate_versions, reverse=True)
|
|
||||||
if _alternate_version != version and (
|
# Map alternate versions to their display names and URLs.
|
||||||
_alternate_version != 'master' or pagename.startswith('developer')
|
context['alternate_versions'] = []
|
||||||
) and not _alternate_version.startswith('saas')
|
for _alternate_version, _display_name in versions_names.items():
|
||||||
]
|
if _alternate_version in _provided_versions and _alternate_version != version:
|
||||||
|
context['alternate_versions'].append(
|
||||||
|
(_display_name, _build_url(_alternate_version))
|
||||||
|
)
|
||||||
|
|
||||||
def _localize():
|
def _localize():
|
||||||
""" Add the pairs of (lang, code, url) for the current document in the rendering context.
|
""" Add the pairs of (lang, code, url) for the current document in the rendering context.
|
||||||
@ -313,19 +333,22 @@ def _generate_alternate_urls(app, pagename, templatename, context, doctree):
|
|||||||
"""
|
"""
|
||||||
_current_lang = app.config.language or 'en'
|
_current_lang = app.config.language or 'en'
|
||||||
# Replace the context value by its translated description ("Français" instead of "french")
|
# Replace the context value by its translated description ("Français" instead of "french")
|
||||||
context['language'] = supported_languages.get(_current_lang)
|
context['language'] = languages_names.get(_current_lang)
|
||||||
|
|
||||||
# If the list of languages is not set, assume that the project has no alternate language
|
# If the list of languages is not set, assume that the project has no alternate language
|
||||||
_alternate_languages = app.config.languages and app.config.languages.split(',') or []
|
_provided_languages = app.config.languages and app.config.languages.split(',') or []
|
||||||
context['alternate_languages'] = [
|
|
||||||
|
# Map alternate languages to their display names and URLs.
|
||||||
|
context['alternate_languages'] = []
|
||||||
|
for _alternate_lang, _display_name in languages_names.items():
|
||||||
|
if _alternate_lang in _provided_languages and _alternate_lang != _current_lang:
|
||||||
|
context['alternate_languages'].append(
|
||||||
(
|
(
|
||||||
supported_languages.get(_alternate_lang),
|
_display_name,
|
||||||
_alternate_lang.split('_')[0] if _alternate_lang != 'en' else 'x-default',
|
_alternate_lang.split('_')[0] if _alternate_lang != 'en' else 'x-default',
|
||||||
_build_url(_lang=_alternate_lang),
|
_build_url(_lang=_alternate_lang),
|
||||||
)
|
)
|
||||||
for _alternate_lang in _alternate_languages
|
)
|
||||||
if _alternate_lang in supported_languages and _alternate_lang != _current_lang
|
|
||||||
]
|
|
||||||
|
|
||||||
def _build_url(_version=None, _lang=None):
|
def _build_url(_version=None, _lang=None):
|
||||||
if app.config.is_remote_build:
|
if app.config.is_remote_build:
|
||||||
|
@ -4,6 +4,8 @@
|
|||||||
Install
|
Install
|
||||||
=======
|
=======
|
||||||
|
|
||||||
|
.. If you add content on this page, remove the redirect rule 'install -> install/install'
|
||||||
|
|
||||||
.. toctree::
|
.. toctree::
|
||||||
|
|
||||||
install/install
|
install/install
|
||||||
|
@ -7,7 +7,7 @@ internet-facing server. It follows :ref:`installation <setup/install>`, and is
|
|||||||
not generally necessary for a development systems that is not exposed on the
|
not generally necessary for a development systems that is not exposed on the
|
||||||
internet.
|
internet.
|
||||||
|
|
||||||
.. warning:: If you are setting up a public server, be sure to check our :ref:`security` recommandations!
|
.. warning:: If you are setting up a public server, be sure to check our :ref:`security` recommendations!
|
||||||
|
|
||||||
.. _db_filter:
|
.. _db_filter:
|
||||||
|
|
||||||
@ -299,7 +299,7 @@ in ``/etc/nginx/sites-enabled/odoo.conf`` set:
|
|||||||
}
|
}
|
||||||
|
|
||||||
server {
|
server {
|
||||||
listen 443;
|
listen 443 ssl;
|
||||||
server_name odoo.mycompany.com;
|
server_name odoo.mycompany.com;
|
||||||
proxy_read_timeout 720s;
|
proxy_read_timeout 720s;
|
||||||
proxy_connect_timeout 720s;
|
proxy_connect_timeout 720s;
|
||||||
@ -312,7 +312,6 @@ in ``/etc/nginx/sites-enabled/odoo.conf`` set:
|
|||||||
proxy_set_header X-Real-IP $remote_addr;
|
proxy_set_header X-Real-IP $remote_addr;
|
||||||
|
|
||||||
# SSL parameters
|
# SSL parameters
|
||||||
ssl on;
|
|
||||||
ssl_certificate /etc/ssl/nginx/server.crt;
|
ssl_certificate /etc/ssl/nginx/server.crt;
|
||||||
ssl_certificate_key /etc/ssl/nginx/server.key;
|
ssl_certificate_key /etc/ssl/nginx/server.key;
|
||||||
ssl_session_timeout 30m;
|
ssl_session_timeout 30m;
|
||||||
|
@ -44,4 +44,4 @@ For Exim
|
|||||||
|
|
||||||
.. tip::
|
.. tip::
|
||||||
If you don't have access/manage your email server, use :ref:`inbound messages
|
If you don't have access/manage your email server, use :ref:`inbound messages
|
||||||
<discuss/email_servers/inbound_messages>`.
|
<email_communication/inbound_messages>`.
|
||||||
|
@ -107,7 +107,7 @@ Linux
|
|||||||
Debian/Ubuntu
|
Debian/Ubuntu
|
||||||
'''''''''''''
|
'''''''''''''
|
||||||
|
|
||||||
Odoo 13.0 'deb' package currently supports `Debian Buster`_, `Ubuntu 18.04`_ or above.
|
Odoo 15.0 'deb' package currently supports `Debian 11 (Bullseye)`_, `Ubuntu 20.04 (Focal)`_ or above.
|
||||||
|
|
||||||
Prepare
|
Prepare
|
||||||
^^^^^^^
|
^^^^^^^
|
||||||
@ -134,7 +134,7 @@ used to install *Odoo Community Edition* by executing the following commands **a
|
|||||||
.. code-block:: console
|
.. code-block:: console
|
||||||
|
|
||||||
# wget -O - https://nightly.odoo.com/odoo.key | apt-key add -
|
# wget -O - https://nightly.odoo.com/odoo.key | apt-key add -
|
||||||
# echo "deb http://nightly.odoo.com/13.0/nightly/deb/ ./" >> /etc/apt/sources.list.d/odoo.list
|
# echo "deb http://nightly.odoo.com/15.0/nightly/deb/ ./" >> /etc/apt/sources.list.d/odoo.list
|
||||||
# apt-get update && apt-get install odoo
|
# apt-get update && apt-get install odoo
|
||||||
|
|
||||||
You can then use the usual `apt-get upgrade` command to keep your installation up-to-date.
|
You can then use the usual `apt-get upgrade` command to keep your installation up-to-date.
|
||||||
@ -180,7 +180,7 @@ and automatically start the server.
|
|||||||
Fedora
|
Fedora
|
||||||
''''''
|
''''''
|
||||||
|
|
||||||
Odoo 13.0 'rpm' package supports Fedora 30.
|
Odoo 15.0 'rpm' package supports Fedora 34.
|
||||||
|
|
||||||
Prepare
|
Prepare
|
||||||
^^^^^^^
|
^^^^^^^
|
||||||
@ -209,7 +209,7 @@ commands:
|
|||||||
|
|
||||||
.. code-block:: console
|
.. code-block:: console
|
||||||
|
|
||||||
$ sudo dnf config-manager --add-repo=https://nightly.odoo.com/13.0/nightly/rpm/odoo.repo
|
$ sudo dnf config-manager --add-repo=https://nightly.odoo.com/15.0/nightly/rpm/odoo.repo
|
||||||
$ sudo dnf install -y odoo
|
$ sudo dnf install -y odoo
|
||||||
$ sudo systemctl enable odoo
|
$ sudo systemctl enable odoo
|
||||||
$ sudo systemctl start odoo
|
$ sudo systemctl start odoo
|
||||||
@ -224,7 +224,7 @@ Once downloaded, the package can be installed using the 'dnf' package manager:
|
|||||||
|
|
||||||
.. code-block:: console
|
.. code-block:: console
|
||||||
|
|
||||||
$ sudo dnf localinstall odoo_13.0.latest.noarch.rpm
|
$ sudo dnf localinstall odoo_15.0.latest.noarch.rpm
|
||||||
$ sudo systemctl enable odoo
|
$ sudo systemctl enable odoo
|
||||||
$ sudo systemctl start odoo
|
$ sudo systemctl start odoo
|
||||||
|
|
||||||
@ -409,8 +409,10 @@ A typical way to run the server would be:
|
|||||||
|
|
||||||
Where `CommunityPath` is the path of the Odoo Community installation, `dbuser` is the
|
Where `CommunityPath` is the path of the Odoo Community installation, `dbuser` is the
|
||||||
PostgreSQL login, `dbpassword` is the PostgreSQL password
|
PostgreSQL login, `dbpassword` is the PostgreSQL password
|
||||||
and `mydb` is the default database to serve on `localhost:8069`. You can add other
|
and `mydb` is the default database to serve on `localhost:8069`.
|
||||||
directory paths separated by a comma to ``addons`` at the end of the addons-path option.
|
|
||||||
|
.. seealso::
|
||||||
|
- :doc:`The exhaustive list of arguments for odoo-bin </developer/misc/other/cmdline>`.
|
||||||
|
|
||||||
Linux
|
Linux
|
||||||
-----
|
-----
|
||||||
@ -603,8 +605,10 @@ A typical way to run the server would be:
|
|||||||
$ python3 odoo-bin --addons-path=addons -d mydb
|
$ python3 odoo-bin --addons-path=addons -d mydb
|
||||||
|
|
||||||
Where `CommunityPath` is the path of the Odoo Community installation
|
Where `CommunityPath` is the path of the Odoo Community installation
|
||||||
and `mydb` is the default database to serve on `localhost:8069`. You can add other
|
and `mydb` is the default database to serve on `localhost:8069`.
|
||||||
directory paths separated by a comma to ``addons`` at the end of the addons-path option.
|
|
||||||
|
.. seealso::
|
||||||
|
- :doc:`The exhaustive list of arguments for odoo-bin </developer/misc/other/cmdline>`.
|
||||||
|
|
||||||
Mac OS
|
Mac OS
|
||||||
------
|
------
|
||||||
@ -765,9 +769,10 @@ A typical way to run the server would be:
|
|||||||
$ python3 odoo-bin --addons-path=addons -d mydb
|
$ python3 odoo-bin --addons-path=addons -d mydb
|
||||||
|
|
||||||
Where `CommunityPath` is the path of the Odoo Community installation
|
Where `CommunityPath` is the path of the Odoo Community installation
|
||||||
and `mydb` is the default database to serve on `localhost:8069`. You can add other
|
and `mydb` is the default database to serve on `localhost:8069`.
|
||||||
directory paths separated by a comma to ``addons`` at the end of the addons-path option.
|
|
||||||
|
|
||||||
|
.. seealso::
|
||||||
|
- :doc:`The exhaustive list of arguments for odoo-bin </developer/misc/other/cmdline>`.
|
||||||
|
|
||||||
.. _setup/install/docker:
|
.. _setup/install/docker:
|
||||||
|
|
||||||
@ -775,13 +780,13 @@ Docker
|
|||||||
======
|
======
|
||||||
|
|
||||||
The full documentation on how to use Odoo with Docker can be found on the
|
The full documentation on how to use Odoo with Docker can be found on the
|
||||||
official Odoo `docker image <https://registry.hub.docker.com/_/odoo/>`_ page.
|
official Odoo `docker image <https://hub.docker.com/_/odoo/>`_ page.
|
||||||
|
|
||||||
.. _Debian Buster: https://www.debian.org/releases/buster/
|
.. _Debian 11 (Bullseye): https://www.debian.org/releases/bullseye/
|
||||||
.. _demo: https://demo.odoo.com
|
.. _demo: https://demo.odoo.com
|
||||||
.. _docker: https://www.docker.com
|
.. _docker: https://www.docker.com
|
||||||
.. _download: https://www.odoo.com/page/download
|
.. _download: https://www.odoo.com/page/download
|
||||||
.. _Ubuntu 18.04: http://releases.ubuntu.com/18.04/
|
.. _Ubuntu 20.04 (Focal): http://releases.ubuntu.com/20.04/
|
||||||
.. _EPEL: https://fedoraproject.org/wiki/EPEL
|
.. _EPEL: https://fedoraproject.org/wiki/EPEL
|
||||||
.. _PostgreSQL: http://www.postgresql.org
|
.. _PostgreSQL: http://www.postgresql.org
|
||||||
.. _the official installer:
|
.. _the official installer:
|
||||||
|
@ -6,6 +6,7 @@ Maintain
|
|||||||
|
|
||||||
.. toctree::
|
.. toctree::
|
||||||
|
|
||||||
|
maintain/domain_names
|
||||||
maintain/update
|
maintain/update
|
||||||
maintain/enterprise
|
maintain/enterprise
|
||||||
maintain/hosting_changes
|
maintain/hosting_changes
|
||||||
|
334
content/administration/maintain/domain_names.rst
Normal file
@ -0,0 +1,334 @@
|
|||||||
|
============
|
||||||
|
Domain names
|
||||||
|
============
|
||||||
|
|
||||||
|
A **domain name** works as an address for your website. It makes the Internet much more accessible
|
||||||
|
as it allows users to type a meaningful web address, such as ``www.odoo.com``, rather than its
|
||||||
|
server's IP address with a series of numbers.
|
||||||
|
|
||||||
|
You can use a custom domain name to access your Odoo database and websites:
|
||||||
|
|
||||||
|
- By :ref:`registering a free domain name with Odoo <domain-name/odoo-register>` (for Odoo Online
|
||||||
|
databases)
|
||||||
|
- By :ref:`configuring a custom domain that you already own <domain-name/existing>`.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
Odoo Online and Odoo.sh databases, including their websites, use by default a subdomain of
|
||||||
|
``odoo.com`` for both the URL and the emails (e.g., ``https://example.odoo.com``).
|
||||||
|
|
||||||
|
.. important::
|
||||||
|
Odoo offers a :ref:`free custom domain name <domain-name/odoo-register>` to all Odoo Online
|
||||||
|
databases for one year. Visitors can then access your website with an address such as
|
||||||
|
``www.example.com`` rather than the default ``example.odoo.com``.
|
||||||
|
|
||||||
|
.. seealso::
|
||||||
|
- `Odoo Tutorials: Register a Free Domain Name
|
||||||
|
<https://www.odoo.com/slides/slide/register-a-free-domain-name-1663>`_
|
||||||
|
- `Odoo Quick Tips: Get a free domain name! <https://www.youtube.com/watch?v=eAfgeNOHLP4>`_
|
||||||
|
|
||||||
|
.. _domain-name/about:
|
||||||
|
|
||||||
|
About domain names
|
||||||
|
==================
|
||||||
|
|
||||||
|
Having a **good domain name** is as important to your branding as the name of your business or
|
||||||
|
organization as it is the first thing your visitors will notice. We recommend you keep them *simple,
|
||||||
|
short, easy to remember and spell*.
|
||||||
|
|
||||||
|
A **subdomain** is a domain that is a part of another domain. It often refers to the additional part
|
||||||
|
that comes before the main domain name. Traditionally, most websites use the ``www.`` subdomain,
|
||||||
|
but any string of letters can be used as well. You can use subdomains to direct your visitors to
|
||||||
|
other websites than your main website or to specific pages (e.g., ``experience.odoo.com`` points to
|
||||||
|
a specific page.)
|
||||||
|
|
||||||
|
All domain names are referenced in the **Domain Name System**, or **DNS**, which works as a giant
|
||||||
|
directory for the Internet. There are many DNS servers, so any modification to the DNS can take up
|
||||||
|
to 72 hours to propagate worldwide on all servers.
|
||||||
|
|
||||||
|
.. _domain-name/odoo-register:
|
||||||
|
|
||||||
|
Register a free domain name with Odoo
|
||||||
|
=====================================
|
||||||
|
|
||||||
|
You can register a domain name for your Odoo Online database directly from Odoo Website or your
|
||||||
|
database manager.
|
||||||
|
|
||||||
|
.. important::
|
||||||
|
- Your domain name is **free for one year** if you register it with Odoo!
|
||||||
|
- The domain name is registered with `Gandi <https://www.gandi.net/>`_, the domain name
|
||||||
|
registrar.
|
||||||
|
- You are the owner of the domain name and can use it for other purposes.
|
||||||
|
- Odoo manages payment and technical support for you.
|
||||||
|
|
||||||
|
To do so, go to :menuselection:`Website --> Go to website --> Promote --> Domain Name`.
|
||||||
|
Alternatively, open your `database manager <https://www.odoo.com/my/databases>`_, click on the
|
||||||
|
:guilabel:`settings` button next to your database, then on :guilabel:`Domain names`.
|
||||||
|
|
||||||
|
.. image:: domain_names/register-promote.png
|
||||||
|
:align: center
|
||||||
|
:alt: Clicking on Domain Names from an Odoo website
|
||||||
|
|
||||||
|
Search for the domain name of your choice to check its availability, then select the one you want to
|
||||||
|
register for your website.
|
||||||
|
|
||||||
|
.. image:: domain_names/register-search.png
|
||||||
|
:align: center
|
||||||
|
:alt: The search of the domain name example.com shows which associated domains are available.
|
||||||
|
|
||||||
|
Next, fill in the form with your information to become the domain name owner.
|
||||||
|
|
||||||
|
Your domain name is directly linked to your database, but you still have to :ref:`map your domain
|
||||||
|
name with your website <domain-name/website-map>`.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
- Free domain names are also available for free Odoo Online databases (if you installed one app
|
||||||
|
only, for example). In this case, Odoo reviews your request and your website to avoid abuse.
|
||||||
|
This process may take up to three days.
|
||||||
|
- This is not available for Odoo.sh databases yet.
|
||||||
|
|
||||||
|
.. _domain-name/odoo-manage:
|
||||||
|
|
||||||
|
Manage your domain name registered with Odoo
|
||||||
|
--------------------------------------------
|
||||||
|
|
||||||
|
To manage the DNS records of your domain name registered with Odoo or to visualize the contacts
|
||||||
|
associated with it, open your `database manager <https://www.odoo.com/my/databases>`_, click on the
|
||||||
|
:guilabel:`settings` button next to your database, on :guilabel:`Domain names`, and then on
|
||||||
|
:guilabel:`Contacts` or :guilabel:`DNS`.
|
||||||
|
|
||||||
|
.. image:: domain_names/manage.png
|
||||||
|
:align: center
|
||||||
|
:alt: Management of the domain names linked to an Odoo database
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
Please `submit a support ticket <https://www.odoo.com/help>`_ if you need further assistance to
|
||||||
|
manage your domain name.
|
||||||
|
|
||||||
|
.. _domain-name/existing:
|
||||||
|
|
||||||
|
Configure your existing domain name
|
||||||
|
===================================
|
||||||
|
|
||||||
|
If you already own a domain name, you can use it to point to your website.
|
||||||
|
|
||||||
|
To avoid any issue with the :ref:`SSL certificate validation <domain-name/ssl>`, we highly recommend
|
||||||
|
that you proceed with the following actions in this order:
|
||||||
|
|
||||||
|
#. :ref:`Add a CNAME record <domain-name/cname>` on your domain name's DNS zone.
|
||||||
|
#. :ref:`Map your domain name with your Odoo database <domain-name/db-map>`.
|
||||||
|
#. :ref:`Map your domain name with your Odoo website <domain-name/website-map>`.
|
||||||
|
|
||||||
|
.. _domain-name/cname:
|
||||||
|
|
||||||
|
Add a CNAME record
|
||||||
|
------------------
|
||||||
|
|
||||||
|
A **CNAME record** is a type of DNS record that points to the IP address of another website rather
|
||||||
|
than to directly to an IP address.
|
||||||
|
|
||||||
|
You need a CNAME record that points to your Odoo database. The requirements are detailed in your
|
||||||
|
database manager.
|
||||||
|
|
||||||
|
.. tabs::
|
||||||
|
|
||||||
|
.. group-tab:: Odoo Online
|
||||||
|
|
||||||
|
The target address is the current address of your database, as defined at its creation (e.g.,
|
||||||
|
``example.odoo.com``)
|
||||||
|
|
||||||
|
.. group-tab:: Odoo.sh
|
||||||
|
|
||||||
|
Your project's main address is defined in :menuselection:`Settings --> Project Name`.
|
||||||
|
|
||||||
|
If you want to target a specific branch (production, staging or development), go to
|
||||||
|
:menuselection:`Branches --> select your branch --> Settings --> Custom domains`, and click on
|
||||||
|
:guilabel:`How to set up my domain?`. A message indicates which address your CNAME record
|
||||||
|
should target.
|
||||||
|
|
||||||
|
#. Open your domain name's manager dashboard.
|
||||||
|
#. Open the **DNS zone** management page for the domain name you want to configure.
|
||||||
|
#. Create a **CNAME record** pointing to the address of your database.
|
||||||
|
|
||||||
|
While Odoo suggests creating a CNAME record for your ``www.`` subdomain (``www.example.com``, you
|
||||||
|
can of course use any domain name of your choice, with any subdomain (e.g.,
|
||||||
|
``anything.example.com``).
|
||||||
|
|
||||||
|
.. example::
|
||||||
|
You own the domain name ``example.com``, and you have an Odoo Online database at the address
|
||||||
|
``example.odoo.com``. You want to access your Odoo database primarily with the domain
|
||||||
|
``www.example.com`` but also with the :ref:`naked domain <domain-name/naked-domain>`
|
||||||
|
``example.com``.
|
||||||
|
|
||||||
|
To do so, you create a CNAME record for the ``www`` subdomain, with ``example.odoo.com`` as the
|
||||||
|
target. The DNS zone manager generates the following rule and adds it to your DNS zone: ``www IN
|
||||||
|
CNAME example.odoo.com.``
|
||||||
|
|
||||||
|
You also create a redirection from ``example.com`` to ``wwww.example.com``.
|
||||||
|
|
||||||
|
Your new DNS records are propagated to all DNS servers.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
Here are some specific guidelines to create a CNAME record:
|
||||||
|
|
||||||
|
- `GoDaddy <https://www.godaddy.com/help/add-a-cname-record-19236>`_
|
||||||
|
- `Namecheap <https://www.namecheap.com/support/knowledgebase/article.aspx/9646/2237/how-to-create-a-cname-record-for-your-domain>`_
|
||||||
|
- `OVH <https://docs.ovh.com/us/en/domains/web_hosting_how_to_edit_my_dns_zone/#add-a-new-dns-record>`_
|
||||||
|
- `CloudFlare <https://support.cloudflare.com/hc/en-us/articles/360019093151>`_
|
||||||
|
- `Google Domains <https://support.google.com/domains/answer/3290350?hl=en>`_
|
||||||
|
|
||||||
|
.. _domain-name/naked-domain:
|
||||||
|
|
||||||
|
Naked domain
|
||||||
|
~~~~~~~~~~~~
|
||||||
|
|
||||||
|
A **naked domain** is a domain name that doesn't have any subdomain at the beginning of the address
|
||||||
|
(e.g., ``odoo.com`` instead of ``www.odoo.com``).
|
||||||
|
|
||||||
|
You may want your naked domain to redirect to your website as some visitors may not type the full
|
||||||
|
domain name to access your website.
|
||||||
|
|
||||||
|
#. Open your domain name's manager dashboard.
|
||||||
|
#. Create a **redirection** from the naked domain (``example.com``) to your main domain name
|
||||||
|
(``www.example.com``).
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
Depending on your domain name registrar, this redirection may be already pre-configured.
|
||||||
|
|
||||||
|
.. _domain-name/db-map:
|
||||||
|
|
||||||
|
Map your domain name with your Odoo database
|
||||||
|
--------------------------------------------
|
||||||
|
|
||||||
|
.. tabs::
|
||||||
|
|
||||||
|
.. group-tab:: Odoo Online
|
||||||
|
|
||||||
|
Open your `database manager <https://www.odoo.com/my/databases>`_, click on the
|
||||||
|
:guilabel:`settings` button next to your database, on :guilabel:`Domain names`, and then on
|
||||||
|
:guilabel:`Use my own domain` at the bottom of the right column.
|
||||||
|
|
||||||
|
Type the domain name you want to add to this database, then click on :guilabel:`Verify` to
|
||||||
|
check if the CNAME record is correctly configured. Once done, click on :guilabel:`I confirm,
|
||||||
|
it's done`.
|
||||||
|
|
||||||
|
.. image:: domain_names/online-map.png
|
||||||
|
:align: center
|
||||||
|
:alt: Verification of the CNAME records of a domain name before mapping it with a database
|
||||||
|
|
||||||
|
.. group-tab:: Odoo.sh
|
||||||
|
|
||||||
|
Go to :menuselection:`Branches --> select your branch --> Settings --> Custom domains`, type
|
||||||
|
the domain name you want to add to this database, then click on :guilabel:`Add domain`.
|
||||||
|
|
||||||
|
.. image:: domain_names/odoo-sh-map.png
|
||||||
|
:align: center
|
||||||
|
:alt: Mapping a domain name with an Odoo.sh branch
|
||||||
|
|
||||||
|
.. seealso::
|
||||||
|
- :ref:`Odoo.sh branches: settings tab <odoosh-gettingstarted-branches-tabs-settings>`
|
||||||
|
|
||||||
|
.. warning::
|
||||||
|
Make sure to :ref:`add a CNAME record <domain-name/cname>` to your domain name's DNS **before**
|
||||||
|
mapping your domain name with your Odoo database.
|
||||||
|
|
||||||
|
Failing to do so may impede the validation of the :ref:`SSL certificate <domain-name/ssl>` and
|
||||||
|
would result in a *certificate name mismatch* error. This is often displayed by web browsers as a
|
||||||
|
warning such as *"Your connection is not private"*.
|
||||||
|
|
||||||
|
If this is the case and you have added the domain name to your database's settings less than five
|
||||||
|
days ago, wait 24 hours as the validation may still happen. Otherwise, please `submit a support
|
||||||
|
ticket <https://www.odoo.com/help>`_ including screenshots of your CNAME records.
|
||||||
|
|
||||||
|
.. _domain-name/ssl:
|
||||||
|
|
||||||
|
SSL encryption (HTTPS protocol)
|
||||||
|
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||||
|
|
||||||
|
**SSL encryption** is an encryption-based Internet security protocol. It allows your visitors to
|
||||||
|
navigate your website through a secure connection, which appears as an ``https://`` protocol at the
|
||||||
|
beginning of your web address, rather than a non-secure ``http://`` protocol.
|
||||||
|
|
||||||
|
Odoo generates a separate SSL certificate for each domain :ref:`mapped in the database manager
|
||||||
|
<domain-name/db-map>`, using integration with `Let's Encrypt Certificate Authority and ACME protocol
|
||||||
|
<https://letsencrypt.org/how-it-works/>`_.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
- The certificate generation may take up to 24h.
|
||||||
|
- Several attempts to validate your certificate are made during the five days following the
|
||||||
|
moment you add your domain name in your database's settings.
|
||||||
|
- If you already use another service, you can keep using it or simply change for Odoo.
|
||||||
|
|
||||||
|
.. _domain-name/web-base-url:
|
||||||
|
|
||||||
|
Web base URL of a database
|
||||||
|
~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
If you have Odoo Website, you can disregard this part and directly :ref:`map your domain name
|
||||||
|
with your website <domain-name/website-map>`.
|
||||||
|
|
||||||
|
The **web base URL** of a database, or **root URL** affects your main website address and all the
|
||||||
|
links sent to your customers (e.g., quotations, portal links, etc.).
|
||||||
|
|
||||||
|
To configure it, access your Odoo database with your custom address, then log in as an administrator
|
||||||
|
of your database (any user in the *Settings* group) from the login screen.
|
||||||
|
|
||||||
|
.. warning::
|
||||||
|
Connecting to your database with the original Odoo subdomain address (e.g., ``example.odoo.com``
|
||||||
|
also updates the web base URL of your database. See below to prevent these automatic updates.
|
||||||
|
|
||||||
|
Alternatively, you can do it manually. To do so, activate the :ref:`developer mode
|
||||||
|
<developer-mode>`, then go to :menuselection:`Settings --> Technical --> System Parameters`.
|
||||||
|
|
||||||
|
Find the key called ``web.base.url`` (or create it if it does not exist) and enter the full address
|
||||||
|
of your website as value, such as ``https://www.example.com``.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
The URL must include the protocol ``https://`` (or ``http://``) and must not end with a slash
|
||||||
|
(``/``).
|
||||||
|
|
||||||
|
To prevent the automatic update of the web base URL when an administrator logs in the database, you
|
||||||
|
can create the following System Parameter:
|
||||||
|
|
||||||
|
- key: ``web.base.url.freeze``
|
||||||
|
- value: ``True``
|
||||||
|
|
||||||
|
.. _domain-name/website-map:
|
||||||
|
|
||||||
|
Map your domain name with your website
|
||||||
|
======================================
|
||||||
|
|
||||||
|
Mapping your domain name to your website isn't the same as mapping it with your database:
|
||||||
|
|
||||||
|
- It defines your domain name as the main one for your website, helping search engines to index your
|
||||||
|
website properly.
|
||||||
|
- It defines your domain name as the base URL for your database, including the portal links sent by
|
||||||
|
email to your customers.
|
||||||
|
- If you have multiple websites, it maps your domain name with the appropriate website.
|
||||||
|
|
||||||
|
Go to :menuselection:`Website --> Configuration --> Settings --> Website Info`. If you have multiple
|
||||||
|
websites, select the one you want to configure.
|
||||||
|
|
||||||
|
In the :guilabel:`Domain` field, fill in the web address of your website (e.g.,
|
||||||
|
``https://www.example.com``) and click on :guilabel:`Save`.
|
||||||
|
|
||||||
|
.. image:: domain_names/website-settings.png
|
||||||
|
:align: center
|
||||||
|
:alt: Configuring https://www.example.com as the Domain of the website
|
||||||
|
|
||||||
|
.. warning::
|
||||||
|
Mapping your domain name with your Odoo website prevents Google from indexing both your custom
|
||||||
|
domain name ``www.example.com`` and your original odoo database address ``example.odoo.com``.
|
||||||
|
|
||||||
|
If both addresses are already indexed, it may take some time before Google removes the indexation
|
||||||
|
of the second address. You may also try using the `Google Search Console
|
||||||
|
<https://search.google.com/search-console/welcome>`_ to fix this.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
If you have multiple websites and companies on your database, make sure that you select the
|
||||||
|
right :guilabel:`Company` in the website settings, next to the :guilabel:`Domain` settings. Doing
|
||||||
|
so indicates Odoo which URL to use as the :ref:`base URL <domain-name/web-base-url>` according to
|
||||||
|
the company in use.
|
||||||
|
|
||||||
|
.. seealso::
|
||||||
|
- :doc:`/applications/general/email_communication/email_servers`
|
BIN
content/administration/maintain/domain_names/manage.png
Normal file
After Width: | Height: | Size: 12 KiB |
BIN
content/administration/maintain/domain_names/odoo-sh-map.png
Normal file
After Width: | Height: | Size: 8.9 KiB |
BIN
content/administration/maintain/domain_names/online-map.png
Normal file
After Width: | Height: | Size: 22 KiB |
After Width: | Height: | Size: 38 KiB |
BIN
content/administration/maintain/domain_names/register-search.png
Normal file
After Width: | Height: | Size: 32 KiB |
After Width: | Height: | Size: 7.2 KiB |
@ -35,14 +35,26 @@ Several actions are available:
|
|||||||
Upgrade
|
Upgrade
|
||||||
=======
|
=======
|
||||||
|
|
||||||
Upgrade the database to the latest Odoo version.
|
If you are *not* on the latest **Online version**, you should receive an invitation to :doc:`upgrade
|
||||||
|
<../upgrade>` your database. A **Rolling Release button** on your database's main screen proposes an
|
||||||
|
upgrade to the latest version (e.g., 13.0 to 15.1).
|
||||||
|
|
||||||
.. warning::
|
.. important::
|
||||||
Upgrading a database to a newer version of Odoo is a complex operation that requires time and
|
- | **If your Odoo database's version is lower than the latest major release:**
|
||||||
caution. It is essential to test the upgrade before upgrading the production database.
|
| You must upgrade your database within two months. After these two months, an automatic
|
||||||
|
upgrade is initiated.
|
||||||
|
- | **If your Odoo database's version is equal to or higher than the latest major release:**
|
||||||
|
| You can disregard the invitation to upgrade as you probably wouldn't benefit from new
|
||||||
|
features every two months.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
Versions that are not supported anymore become deprecated and need to be updated to avoid
|
||||||
|
security issues. We recommend you initiate the upgrade of the database yourself, as this method
|
||||||
|
allows you to request a test upgrade of your database to check for any discrepancies.
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`../upgrade/process`
|
- :doc:`../upgrade`
|
||||||
|
- :doc:`supported_versions`
|
||||||
|
|
||||||
.. _online/duplicate:
|
.. _online/duplicate:
|
||||||
|
|
||||||
@ -83,7 +95,7 @@ Domains
|
|||||||
Configure custom domains to access the database via another URL.
|
Configure custom domains to access the database via another URL.
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :doc:`/applications/websites/website/publish/domain_name`
|
- :doc:`domain_names`
|
||||||
|
|
||||||
.. _online/tags:
|
.. _online/tags:
|
||||||
|
|
||||||
|
@ -5,13 +5,15 @@
|
|||||||
Supported versions
|
Supported versions
|
||||||
==================
|
==================
|
||||||
|
|
||||||
|
|
||||||
Odoo provides support and bug fixing **for the 3 last major versions** of Odoo.
|
Odoo provides support and bug fixing **for the 3 last major versions** of Odoo.
|
||||||
|
|
||||||
Users hosted on **Odoo Online** may use intermediary versions (sometimes called *SaaS versions*) that are
|
.. note::
|
||||||
supported as well. These versions are not published for Odoo.sh or On-Premise
|
Odoo releases intermediary versions called **Online versions** on the :doc:`Odoo Online <online>`
|
||||||
installations.
|
hosting every two months. Odoo Online users can then benefit from the latest features of Odoo.
|
||||||
|
|
||||||
|
- Admins of Odoo Online databases are invited to :doc:`upgrade <../upgrade>` them regularly.
|
||||||
|
- Online versions are *not* released for Odoo.sh and On-Premise installations.
|
||||||
|
- Online versions are listed below as *SaaS*.
|
||||||
|
|
||||||
What's the support status of my Odoo?
|
What's the support status of my Odoo?
|
||||||
=====================================
|
=====================================
|
||||||
@ -23,36 +25,39 @@ This matrix shows the support status of every version.
|
|||||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||||
| | Odoo Online | Odoo.sh | On-Premise | Release date | End of support |
|
| | Odoo Online | Odoo.sh | On-Premise | Release date | End of support |
|
||||||
+=================+=============+==========+=============+================+========================+
|
+=================+=============+==========+=============+================+========================+
|
||||||
|
| Odoo saas~15.2 | |green| | N/A | N/A | March 2022 | |
|
||||||
|
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||||
|
| Odoo saas~15.1 | |red| | N/A | N/A | February 2022 | |
|
||||||
|
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||||
| **Odoo 15.0** | |green| | |green| | |green| | October 2021 | October 2024 (planned) |
|
| **Odoo 15.0** | |green| | |green| | |green| | October 2021 | October 2024 (planned) |
|
||||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||||
| **Odoo 14.0** | |green| | |green| | |green| | October 2020 | October 2023 (planned) |
|
| **Odoo 14.0** | |green| | |green| | |green| | October 2020 | October 2023 (planned) |
|
||||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||||
| **Odoo 13.0** | |green| | |green| | |green| | October 2019 | October 2022 (planned) |
|
| **Odoo 13.0** | |green| | |green| | |green| | October 2019 | October 2022 (planned) |
|
||||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||||
| Odoo 12.saas~3 | |orange| | N/A | N/A | August 2019 | |
|
| Odoo saas~12.3 | |red| | N/A | N/A | August 2019 | |
|
||||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||||
| **Odoo 12.0** | |orange| | |orange| | |red| | October 2018 | October 2021 |
|
| **Odoo 12.0** | |red| | |red| | |red| | October 2018 | October 2021 |
|
||||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||||
| Odoo 11.saas~3 | |orange| | N/A | N/A | April 2018 | |
|
| Odoo saas~11.3 | |red| | N/A | N/A | April 2018 | |
|
||||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||||
| **Odoo 11.0** | |orange| | |orange| | |red| | October 2017 | October 2020 |
|
| **Odoo 11.0** | |red| | |red| | |red| | October 2017 | October 2020 |
|
||||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||||
| Odoo 10.saas~15 | |orange| | N/A | N/A | March 2017 | |
|
| Odoo 10.saas~15 | |red| | N/A | N/A | March 2017 | |
|
||||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||||
| Odoo 10.saas~14 | |orange| | N/A | N/A | January 2017 | |
|
| Odoo 10.saas~14 | |red| | N/A | N/A | January 2017 | |
|
||||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||||
| **Odoo 10.0** | |orange| | |orange| | |red| | October 2016 | October 2019 |
|
| **Odoo 10.0** | |red| | |red| | |red| | October 2016 | October 2019 |
|
||||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||||
| Odoo 9.saas~11 | |orange| | N/A | N/A | May 2016 | |
|
| Odoo 9.saas~11 | |red| | N/A | N/A | May 2016 | |
|
||||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||||
| **Odoo 9.0** | |orange| | N/A | |red| | October 2015 | October 2018 |
|
| **Odoo 9.0** | |red| | N/A | |red| | October 2015 | October 2018 |
|
||||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||||
| Odoo 8.saas~6 | |orange| | N/A | N/A | February 2015 | |
|
| Odoo 8.saas~6 | |red| | N/A | N/A | February 2015 | |
|
||||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||||
| **Odoo 8.0** | |orange| | N/A | |red| | September 2014 | October 2017 |
|
| **Odoo 8.0** | |red| | N/A | |red| | September 2014 | October 2017 |
|
||||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||||
|
|
||||||
|
|
||||||
.. note::
|
.. note::
|
||||||
|
|
||||||
|green| Supported version
|
|green| Supported version
|
||||||
@ -61,11 +66,8 @@ This matrix shows the support status of every version.
|
|||||||
|
|
||||||
N/A Never released for this platform
|
N/A Never released for this platform
|
||||||
|
|
||||||
|orange| Some of our older customers may still run this version on our Odoo Online servers, we provide help only on blocking issues and advise you to upgrade.
|
|
||||||
|
|
||||||
🏁 Future version, not released yet
|
🏁 Future version, not released yet
|
||||||
|
|
||||||
|
|
||||||
.. This is an awful way to display colored circles but "Large Green Circle Emoji" was only released
|
.. This is an awful way to display colored circles but "Large Green Circle Emoji" was only released
|
||||||
in 2019 (see https://unicode-table.com/en/1F7E2/). Let's wait a few more years...
|
in 2019 (see https://unicode-table.com/en/1F7E2/). Let's wait a few more years...
|
||||||
|
|
||||||
@ -75,9 +77,6 @@ This matrix shows the support status of every version.
|
|||||||
.. |red| image:: data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHZpZXdCb3g9IjAgMCAyMzIuMTkgMjMyLjE5Ij48Y2lyY2xlIGN4PSIxMTYuMDkiIGN5PSIxMTYuMDkiIHI9IjExNi4wOSIgc3R5bGU9ImZpbGw6I2QwMDAwMCIvPjwvc3ZnPg==
|
.. |red| image:: data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHZpZXdCb3g9IjAgMCAyMzIuMTkgMjMyLjE5Ij48Y2lyY2xlIGN4PSIxMTYuMDkiIGN5PSIxMTYuMDkiIHI9IjExNi4wOSIgc3R5bGU9ImZpbGw6I2QwMDAwMCIvPjwvc3ZnPg==
|
||||||
:width: 15
|
:width: 15
|
||||||
|
|
||||||
.. |orange| image:: data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHZpZXdCb3g9IjAgMCAyMzIuMTkgMjMyLjE5Ij48Y2lyY2xlIGN4PSIxMTYuMDkiIGN5PSIxMTYuMDkiIHI9IjExNi4wOSIgc3R5bGU9ImZpbGw6I2ZmYTcwMCIvPjwvc3ZnPg==
|
|
||||||
:width: 15
|
|
||||||
|
|
||||||
I run an older version of Odoo/OpenERP/TinyERP
|
I run an older version of Odoo/OpenERP/TinyERP
|
||||||
==============================================
|
==============================================
|
||||||
|
|
||||||
|
@ -213,6 +213,8 @@ This link contains various monitoring metrics of the current build.
|
|||||||
You can zoom, change the time range or select a specific metric on each graph.
|
You can zoom, change the time range or select a specific metric on each graph.
|
||||||
On the graphs, annotations help you relate to changes on the build (database import, git push, etc...).
|
On the graphs, annotations help you relate to changes on the build (database import, git push, etc...).
|
||||||
|
|
||||||
|
.. _odoosh/logs:
|
||||||
|
|
||||||
Logs
|
Logs
|
||||||
----
|
----
|
||||||
A viewer to have a look to your server logs.
|
A viewer to have a look to your server logs.
|
||||||
@ -382,7 +384,9 @@ we are considering the feature if there is enough demand.
|
|||||||
In case the domain of your users email addresses use SPF (Sender Policy Framework) or DKIM
|
In case the domain of your users email addresses use SPF (Sender Policy Framework) or DKIM
|
||||||
(DomainKeys Identified Mail), don't forget to authorize Odoo as a sending host in your domain name
|
(DomainKeys Identified Mail), don't forget to authorize Odoo as a sending host in your domain name
|
||||||
settings to increase the deliverability of your outgoing emails.
|
settings to increase the deliverability of your outgoing emails.
|
||||||
The configuration steps are explained in the :ref:`Discuss app documentation <discuss-email_servers-spf-compliant>`.
|
The configuration steps are explained in the documentation about :ref:`SPF
|
||||||
|
<email_communication/spf_compliant>` and :ref:`DKIM <email_communication/dkim_compliant>`.
|
||||||
|
|
||||||
|
|
||||||
.. Warning::
|
.. Warning::
|
||||||
Forgetting to configure your SPF or DKIM to authorize Odoo as a sending host can lead to the
|
Forgetting to configure your SPF or DKIM to authorize Odoo as a sending host can lead to the
|
||||||
|
@ -1,12 +1,257 @@
|
|||||||
:nosearch:
|
:show-content:
|
||||||
|
|
||||||
|
.. |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
|
Upgrade
|
||||||
=======
|
=======
|
||||||
|
|
||||||
.. toctree::
|
.. toctree::
|
||||||
|
:titlesonly:
|
||||||
|
|
||||||
upgrade/process
|
upgrade/online_hosting
|
||||||
upgrade/odoo_sh
|
upgrade/odoo_sh
|
||||||
upgrade/service_level
|
upgrade/on_premise
|
||||||
upgrade/faq
|
upgrade/faq
|
||||||
|
|
||||||
|
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|
|
||||||
|
|
||||||
|
.. seealso::
|
||||||
|
- :ref:`upgrade/sla`
|
||||||
|
|
||||||
|
.. _upgrade/process-workflow:
|
||||||
|
|
||||||
|
Process workflow
|
||||||
|
================
|
||||||
|
|
||||||
|
The upgrade process in a nutshell:
|
||||||
|
|
||||||
|
#. You create a test upgrade request.
|
||||||
|
#. Odoo processes the request automatically by running the database through an upgrade script, which
|
||||||
|
takes between 20 and 120 minutes.
|
||||||
|
#. 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 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 Odoo Online).
|
||||||
|
|
||||||
|
.. seealso::
|
||||||
|
- :doc:`Upgrade process for Odoo Online (SaaS) <upgrade/online_hosting>`
|
||||||
|
- :doc:`Upgrade process for Odoo.sh <upgrade/odoo_sh>`
|
||||||
|
- :doc:`Upgrade process for On-Premise <upgrade/on_premise>`
|
||||||
|
|
||||||
|
.. _upgrade/testing-phase:
|
||||||
|
|
||||||
|
Testing
|
||||||
|
=======
|
||||||
|
|
||||||
|
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, :ref:`report your issues <upgrade/test-assistance>` and :ref:`request
|
||||||
|
a new test database <upgrade/test-db-request>` when the reported issues are fixed in the upgrade
|
||||||
|
script.
|
||||||
|
|
||||||
|
If you do not find any discrepancies, you can move on to the upgrade of your production database.
|
||||||
|
|
||||||
|
.. important::
|
||||||
|
A test database is only intended for testing and remains completely unrelated to your present or
|
||||||
|
future production database. Any data you add, or changes you make, will not be reflected in your
|
||||||
|
upgraded production database.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
Test databases are neutered and features are disabled to prevent them from having an impact on
|
||||||
|
the production database:
|
||||||
|
|
||||||
|
#. The serial number of the database is modified (to prevent it from sending information as if it
|
||||||
|
was the production database).
|
||||||
|
#. The :ref:`base URL of the database <domain-name/web-base-url>` is reset to
|
||||||
|
``http://localhost:8069`` and the email domain to ``localhost``.
|
||||||
|
#. Scheduled actions are disabled (the calendar synchronization, the bank statement
|
||||||
|
synchronization, the planned automated actions, the fetching of incoming mail servers, etc.).
|
||||||
|
#. Outgoing mail servers are disabled by archiving the existing ones and adding a
|
||||||
|
fake/non-working one.
|
||||||
|
#. Payment providers and delivery carriers are reset to test environment.
|
||||||
|
#. Accounting localization Electronic Data Interchange (EDI) services are disabled.
|
||||||
|
#. A system parameter is set to tell the database has been neutered.
|
||||||
|
|
||||||
|
.. _upgrade/test-db-request:
|
||||||
|
|
||||||
|
Request a test database
|
||||||
|
=======================
|
||||||
|
|
||||||
|
Follow the instructions available per hosting type on the `website form
|
||||||
|
<https://upgrade.odoo.com>`_ and select *Testing* purpose.
|
||||||
|
|
||||||
|
.. image:: upgrade/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
|
||||||
|
database individually. 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:: upgrade/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.
|
||||||
|
|
||||||
|
.. 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
|
||||||
|
=====================
|
||||||
|
|
||||||
|
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.
|
||||||
|
|
||||||
|
.. important::
|
||||||
|
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.
|
||||||
|
|
||||||
|
.. 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:
|
||||||
|
|
||||||
|
Help
|
||||||
|
====
|
||||||
|
|
||||||
|
.. _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).
|
||||||
|
|
||||||
|
.. seealso::
|
||||||
|
:doc:`maintain/supported_versions`
|
||||||
|
|
||||||
|
.. _upgrade/sla:
|
||||||
|
|
||||||
|
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 services at all times.
|
||||||
|
|
||||||
|
The upgrade of:
|
||||||
|
|
||||||
|
* standard applications
|
||||||
|
* Studio customization (as long as the :guilabel:`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|
|
||||||
|
|
||||||
|
.. seealso::
|
||||||
|
- :doc:`upgrade/faq`
|
||||||
|
- :doc:`odoo_sh`
|
||||||
|
- :doc:`maintain/supported_versions`
|
@ -47,13 +47,13 @@ In general, the "smaller" the database, the quickest the upgrade request is comp
|
|||||||
database that uses only CRM will be processed faster than a multi-company, multi-user database that
|
database that uses only CRM will be processed faster than a multi-company, multi-user database that
|
||||||
uses Accounting, Sales, Purchase, and Manufacturing.
|
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
|
You can expect the time it takes for the platform to upgrade the test database to be similar to the
|
||||||
the production upgrade.
|
production upgrade.
|
||||||
|
|
||||||
.. _upgrade-faq/project:
|
.. _upgrade-faq/project:
|
||||||
|
|
||||||
The upgrade project
|
Duration of the upgrade project
|
||||||
===================
|
-------------------------------
|
||||||
|
|
||||||
It depends on the user involvement (the time spent on testing, reporting problems, etc.) and the
|
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.
|
issues encountered that might need to be addressed by our technical team.
|
||||||
@ -80,6 +80,17 @@ partners, or you can do it yourself.
|
|||||||
|
|
||||||
.. note:: |assistance-contact|
|
.. note:: |assistance-contact|
|
||||||
|
|
||||||
|
.. _upgrade-faq/upgrade-or-migration:
|
||||||
|
|
||||||
|
Upgrade or Migration
|
||||||
|
====================
|
||||||
|
|
||||||
|
An upgrade is switching to a newer version of Odoo, while a migration reflects the change of
|
||||||
|
:ref:`editions <upgrade-faq/editions-change>` or change of :ref:`hosting type
|
||||||
|
<upgrade-faq/hosting-types-switch>`.
|
||||||
|
|
||||||
|
.. note:: |assistance-contact|
|
||||||
|
|
||||||
.. _upgrade-faq/editions-change:
|
.. _upgrade-faq/editions-change:
|
||||||
|
|
||||||
Editions change (from Community to Enterprise)
|
Editions change (from Community to Enterprise)
|
||||||
@ -88,7 +99,9 @@ Editions change (from Community to Enterprise)
|
|||||||
The upgrade always returns an Enterprise edition of Odoo, whether the database you sent was a
|
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.
|
community or enterprise edition. It is required to have an enterprise subscription to upgrade.
|
||||||
|
|
||||||
.. note:: |assistance-contact|
|
.. note::
|
||||||
|
If you need assistance on this matter, please contact us via the `Odoo Support page
|
||||||
|
<https://www.odoo.com/help>`_.
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- `Editions <https://www.odoo.com/page/editions>`_
|
- `Editions <https://www.odoo.com/page/editions>`_
|
||||||
@ -105,6 +118,28 @@ Open the following link to get :doc:`more information about how to change your h
|
|||||||
|
|
||||||
.. note:: |assistance-contact|
|
.. note:: |assistance-contact|
|
||||||
|
|
||||||
|
.. _upgrade-faq/upgrade-report:
|
||||||
|
|
||||||
|
The Upgrade Report
|
||||||
|
==================
|
||||||
|
|
||||||
|
When an upgrade request completes successfully (test or production), you receive an email
|
||||||
|
notification about it that includes an 'Upgrade Report'. This report is also sent to you via the
|
||||||
|
Discuss app. It contains valuable information regarding changes that occurred during the upgrade.
|
||||||
|
While it serves as a guide to possible issues to look out for, it is not an exhaustive list. It
|
||||||
|
remains imperative that you test the upgraded database thoroughly and report any discrepancies you
|
||||||
|
might find, before you decide to upgrade your production database.
|
||||||
|
|
||||||
|
.. _upgrade-faq/custom-views:
|
||||||
|
|
||||||
|
Custom views
|
||||||
|
============
|
||||||
|
|
||||||
|
During the upgrade, some custom views might get disabled for technical reasons. Therefore they might
|
||||||
|
have to be fixed after the upgrade. The :ref:`Upgrade Report <upgrade-faq/upgrade-report>` that is
|
||||||
|
generated after the upgrade is available in the Discuss app, and lists all the custom views that
|
||||||
|
might be impacted by this.
|
||||||
|
|
||||||
.. _upgrade-faq/release-notes:
|
.. _upgrade-faq/release-notes:
|
||||||
|
|
||||||
Release Notes by version
|
Release Notes by version
|
||||||
@ -114,38 +149,37 @@ Open our `Release Note <https://www.odoo.com/page/release-notes>`_ page to get a
|
|||||||
features and improvements made in each version.
|
features and improvements made in each version.
|
||||||
|
|
||||||
How long is my test available for
|
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
|
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.
|
period upon request. For Odoo.sh or on-premise, there is no restriction.
|
||||||
|
|
||||||
How many tests to perform before upgrading to production?
|
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
|
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.
|
before requesting your production upgrade and test your workflows one last time.
|
||||||
|
|
||||||
How to/Where to report upgrade issues?
|
How to/Where to report upgrade issues?
|
||||||
--------------------------------------
|
======================================
|
||||||
|
|
||||||
If you encounter issues during the upgrade process, please contact the Odoo Support through the
|
If you encounter issues during the upgrade process, please contact the Odoo Support through the
|
||||||
`Odoo Support page <https://www.odoo.com/help>`_
|
`Odoo Support page <https://www.odoo.com/help>`_.
|
||||||
|
|
||||||
- To report an issue discovered during the testing phase, please select **An issue related to my
|
- To report an issue discovered during the testing phase, please select **An issue related to my
|
||||||
upgrade (test phase)**.
|
upgrade (test phase)**.
|
||||||
- To report an issue discovered post-upgrade, please select **An issue related to my upgrade
|
- To report an issue discovered post-upgrade, please select **An issue related to my upgrade
|
||||||
(production)**
|
(production)**.
|
||||||
|
|
||||||
Upgrading to production
|
Upgrading to production
|
||||||
-----------------------
|
=======================
|
||||||
|
|
||||||
Once you have completed testing and are happy with the result, you decide on a date and time when
|
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
|
you stop users from accessing Odoo, freeze all data entries, and create an upgrade request for the
|
||||||
production upgrade.
|
production upgrade.
|
||||||
|
|
||||||
|
|
||||||
How is my data handled in the Upgrade Platform?
|
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.
|
The Odoo Upgrade platform uses the same Privacy Policy as the rest of Odoo.com services.
|
||||||
|
|
||||||
@ -169,3 +203,26 @@ are permanently deleted following that period.
|
|||||||
|
|
||||||
You can learn more about privacy and data handling at Odoo by visiting our `General Data Protection
|
You can learn more about privacy and data handling at Odoo by visiting our `General Data Protection
|
||||||
Regulation page <https://www.odoo.com/gdpr>`_.
|
Regulation page <https://www.odoo.com/gdpr>`_.
|
||||||
|
|
||||||
|
Rolling Release (applicable to Odoo Online databases)
|
||||||
|
=====================================================
|
||||||
|
|
||||||
|
This feature allows customers to upgrade their database directly from a message prompt sent to the
|
||||||
|
database administrator as soon as the new version is released. Odoo first tests the upgrade to the
|
||||||
|
next version. The rolling release upgrade option is displayed if the automated tests are successful.
|
||||||
|
The message offers two options:
|
||||||
|
|
||||||
|
#. To 'Upgrade Now', which immediately triggers the upgrade of your live production database.
|
||||||
|
|
||||||
|
#. To take you to your `database manager <https://www.odoo.com/my/databases/>`_ where you can
|
||||||
|
`request an upgraded test database <https://upgrade.odoo.com/#online/>`_ and check the upgraded
|
||||||
|
test database for any discrepancies.
|
||||||
|
|
||||||
|
When you choose to proceed with the production upgrade directly, make sure all users have saved
|
||||||
|
their work and are logged out. The upgrade takes approximately 15 minutes. During this time your
|
||||||
|
database is unreachable. If you notice any problem after the upgrade, please report it via the `Odoo
|
||||||
|
Support page <https://www.odoo.com/help>`_.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
If you are using the Website or Studio app, we recommend you always do a test upgrade before
|
||||||
|
upgrading your production instance.
|
||||||
|
@ -1,46 +1,66 @@
|
|||||||
|
|
||||||
=======================
|
=======
|
||||||
Odoo.sh version upgrade
|
Odoo.sh
|
||||||
=======================
|
=======
|
||||||
|
|
||||||
Download and Upload your database
|
Test upgrade request
|
||||||
=================================
|
====================
|
||||||
|
|
||||||
Download a dump of your database (from the :ref:`Builds view <odoosh-gettingstarted-builds-download-dump>`), choose the
|
Download a dump of your database (from the :ref:`Builds view
|
||||||
exact copy and without filestore options. Upload the .sql.gz dump on https://upgrade.odoo.com/upload and
|
<odoosh-gettingstarted-builds-download-dump>`), choose the **exact copy** and **without filestore**
|
||||||
select the Testing Purpose. If you have custom code, you can choose to have it upgraded by us, or do it yourself. Once
|
options. Upload the .sql.gz dump on https://upgrade.odoo.com/upload and select the testing purpose.
|
||||||
it's processed, you'll get a dump of the database in return.
|
Once it's processed, you'll get a dump of the database in return.
|
||||||
|
|
||||||
.. warning::
|
.. important::
|
||||||
Do *not* upload *backups* of your production database (found in the Backups tab of the production branch) as these
|
To have the most up-to-date test version of your database, create a backup of your production
|
||||||
are incompatible with the Upgrade platform - they contain your complete sources, etc. that are not needed for the
|
database just before creating your request. Upload it in your staging branch, select **Exact
|
||||||
upgrade. Make sure to download a **Dump** instead - either through the Backups tab using the *Download Dump* button
|
dump** and **Without filestore**, and then click *start*.
|
||||||
or through the Builds page by using the *Download Dump* entry of the contextual menu of your latest production build.
|
|
||||||
|
|
||||||
Test your upgraded database
|
Test your upgraded database
|
||||||
===========================
|
===========================
|
||||||
|
|
||||||
Create a staging branch that will run the upgraded database. Either make sure your production branch's code is
|
At the beginning of your upgrade project, make sure that you create a new staging branch for testing
|
||||||
compatible between the two Odoo versions and fork your production branch, or make a new staging branch containing
|
purposes by forking your main branch.
|
||||||
the upgraded code.
|
|
||||||
|
|
||||||
Once the staging build is done (it doesn't matter if it failed due to the version incompatibility), import your
|
Once the staging build is complete (it doesn't matter if it failed due to the version
|
||||||
upgraded dump in the backups tab of the branch. The platform will automatically detect the version of the dump and
|
incompatibility), import your upgraded dump in the *Backups* tab of the branch.
|
||||||
change the version of Odoo's source code to the corresponding version for the build.
|
|
||||||
|
.. note::
|
||||||
|
The platform automatically detects the version of the dump and changes the version of Odoo's
|
||||||
|
source code to the corresponding version of the build.
|
||||||
|
|
||||||
Test the upgraded database and make sure everything runs as it's supposed to.
|
Test the upgraded database and make sure everything runs as it's supposed to.
|
||||||
|
|
||||||
Replace your existing production database
|
Upgrade your production database
|
||||||
=========================================
|
================================
|
||||||
|
|
||||||
Once you've tested everything and you're satisfied, start the process over to get an up-to-date upgraded dump:
|
Once you've tested everything and you're satisfied, start the process over to get an up-to-date
|
||||||
|
upgraded dump:
|
||||||
|
|
||||||
* Make a new dump of your production database (as described in step 1)
|
* Make a new dump of your production database (as described in step 1)
|
||||||
* Upload it on upgrade.odoo.com and select the Production purpose
|
* Upload it on upgrade.odoo.com and select the Production purpose
|
||||||
* Receive the newly upgraded dump and import it in your production branch. The build might get marked as failed because
|
* Receive the newly upgraded dump and import it in your production branch. The build might get
|
||||||
the platform will run it with the upgraded databases' Odoo version together with the old custom code.
|
marked as failed because the platform will run it with the upgraded databases' Odoo version
|
||||||
|
together with the old custom code.
|
||||||
* Merge or commit the upgraded custom code in the production branch
|
* Merge or commit the upgraded custom code in the production branch
|
||||||
|
|
||||||
If anything goes wrong, remember you can restore a backup. The platform will always make one before you make any
|
If anything goes wrong, remember you can restore a backup. The platform will always make one before
|
||||||
Odoo.sh operation on the production database. If the restored backup comes from a previous version, the platform will
|
you make any Odoo.sh operation on the production database. If the restored backup comes from a
|
||||||
detect it and change the project's Odoo version back if it needs to.
|
previous version, the platform will detect it and change the project's Odoo version back if it needs
|
||||||
|
to.
|
||||||
|
|
||||||
|
Custom modules (if applicable)
|
||||||
|
==============================
|
||||||
|
|
||||||
|
The upgrade of a database that contains custom modules is a 2 step process.
|
||||||
|
|
||||||
|
#. The standard upgrade is done when your upgrade request is completed.
|
||||||
|
#. Your custom modules also need to be upgraded to keep them compatible with the new version.
|
||||||
|
|
||||||
|
Depending on your contract, the upgrade of your custom modules can be done
|
||||||
|
- by yourself
|
||||||
|
- by your Partner
|
||||||
|
- by Odoo (if you hold a subscription to 'Maintenance of Customizations')
|
||||||
|
|
||||||
|
.. seealso::
|
||||||
|
- :ref:`upgrade/sla`
|
||||||
|
59
content/administration/upgrade/on_premise.rst
Normal file
@ -0,0 +1,59 @@
|
|||||||
|
==========
|
||||||
|
On-Premise
|
||||||
|
==========
|
||||||
|
|
||||||
|
Test upgrade request
|
||||||
|
====================
|
||||||
|
|
||||||
|
There are two ways to create your upgrade request.
|
||||||
|
|
||||||
|
Upgrade request via command line
|
||||||
|
--------------------------------
|
||||||
|
|
||||||
|
For technically-advanced users and partners, the upgrade process can be initiated via the following
|
||||||
|
command line on the server where the database is hosted:
|
||||||
|
|
||||||
|
:command:`python <(curl -s https://upgrade.odoo.com/upgrade) test -d <your db name> -t
|
||||||
|
<target version>`
|
||||||
|
|
||||||
|
The above command creates the database dump, sends it to the upgrade platform, and initiates the
|
||||||
|
automated upgrade process. During the upgrade, you can follow the live logs on your screen.
|
||||||
|
Once the upgrade process is completed successfully, the upgraded database is restored onto the
|
||||||
|
server (as a duplicate test database).
|
||||||
|
|
||||||
|
Upgrade request via the Odoo Upgrade Portal
|
||||||
|
-------------------------------------------
|
||||||
|
|
||||||
|
#. Download a recent copy of your database and select the option :guilabel:`pg_dump custom format
|
||||||
|
(without filestore)`.
|
||||||
|
#. Upload this dump file at https://upgrade.odoo.com and select *Testing* as the aim.
|
||||||
|
Odoo performs the automated upgrade process. Once it is completed, you receive an email with a
|
||||||
|
link to download the upgrade database dump file.
|
||||||
|
#. Import the upgraded database into your on-premise environment and manually test all processes and
|
||||||
|
workflows.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
- For security reasons, only the person who submitted the upgrade request is able to download it.
|
||||||
|
- Any problem found during testing should be reported via the `helpdesk
|
||||||
|
<https://odoo.com/help>`_.
|
||||||
|
|
||||||
|
Upgrade your production database
|
||||||
|
================================
|
||||||
|
|
||||||
|
Once you have completed the testing successfully, you can proceed to upgrade your live database in
|
||||||
|
production. Download your upgraded database from the link in the email and import it onto your live
|
||||||
|
environment.
|
||||||
|
|
||||||
|
Custom modules (if applicable)
|
||||||
|
==============================
|
||||||
|
|
||||||
|
The upgrade of a database that contains custom modules is a two-step process.
|
||||||
|
|
||||||
|
#. The standard upgrade is done when your upgrade request is completed.
|
||||||
|
#. Your custom modules also need to be upgraded to keep them compatible with the new version.
|
||||||
|
|
||||||
|
Depending on your contract, the upgrade of your custom modules can be done
|
||||||
|
|
||||||
|
#. by yourself.
|
||||||
|
#. by your Partner.
|
||||||
|
#. by Odoo (if you hold a subscription to 'Maintenance of Customizations').
|
28
content/administration/upgrade/online_hosting.rst
Normal file
@ -0,0 +1,28 @@
|
|||||||
|
==================
|
||||||
|
Odoo Online (SaaS)
|
||||||
|
==================
|
||||||
|
|
||||||
|
Requesting a test upgrade
|
||||||
|
=========================
|
||||||
|
|
||||||
|
#. Go to your `database manager <https://www.odoo.com/my/databases/>`_
|
||||||
|
#. Click on your profile icon and select *My Databases*.
|
||||||
|
|
||||||
|
.. image:: online_hosting/accessing-my-databases.png
|
||||||
|
:alt: Selecting My Databases under my profile
|
||||||
|
|
||||||
|
#. Click on the action settings icon next to your main database and select the *Upgrade* option.
|
||||||
|
|
||||||
|
.. image:: online_hosting/upgrade-option.png
|
||||||
|
:alt: Selecting the action settings icon
|
||||||
|
|
||||||
|
#. In the pop-up message that will appear, select Test Upgrade.
|
||||||
|
|
||||||
|
.. image:: online_hosting/select-test-upgrade.png
|
||||||
|
:alt: Selecting test upgrade
|
||||||
|
|
||||||
|
#. This triggers the automated upgrade process. A confirmation email is then sent to you with the
|
||||||
|
the link to the upgraded database or to provide information if the upgrade failed.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
You can also see and access your test database from your *My Databases* page.
|
After Width: | Height: | Size: 3.4 KiB |
After Width: | Height: | Size: 17 KiB |
BIN
content/administration/upgrade/online_hosting/upgrade-option.png
Normal file
After Width: | Height: | Size: 5.4 KiB |
@ -1,256 +0,0 @@
|
|||||||
.. |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 |
Before Width: | Height: | Size: 10 KiB |
Before Width: | Height: | Size: 9.5 KiB |
Before Width: | Height: | Size: 2.8 KiB |
Before Width: | Height: | Size: 13 KiB |
Before Width: | Height: | Size: 8.7 KiB |
Before Width: | Height: | Size: 2.9 KiB |
@ -1,37 +0,0 @@
|
|||||||
.. |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|
|
|
BIN
content/administration/upgrade/test-assistance.png
Normal file
After Width: | Height: | Size: 8.0 KiB |
BIN
content/administration/upgrade/test-purpose.png
Normal file
After Width: | Height: | Size: 6.0 KiB |
@ -1,8 +1,8 @@
|
|||||||
:nosearch:
|
:nosearch:
|
||||||
|
|
||||||
===========
|
=============
|
||||||
Bank & Cash
|
Bank and cash
|
||||||
===========
|
=============
|
||||||
|
|
||||||
.. toctree::
|
.. toctree::
|
||||||
:titlesonly:
|
:titlesonly:
|
||||||
|
@ -1,7 +1,7 @@
|
|||||||
:nosearch:
|
:nosearch:
|
||||||
|
|
||||||
==========
|
==========
|
||||||
Bank Feeds
|
Bank feeds
|
||||||
==========
|
==========
|
||||||
|
|
||||||
.. toctree::
|
.. toctree::
|
||||||
|
@ -1,5 +1,5 @@
|
|||||||
===============
|
===============
|
||||||
Bank Statements
|
Bank statements
|
||||||
===============
|
===============
|
||||||
|
|
||||||
Importing your bank statements in Odoo Accounting allows you to keep track of the financial
|
Importing your bank statements in Odoo Accounting allows you to keep track of the financial
|
||||||
|
@ -1,5 +1,5 @@
|
|||||||
======================================
|
======================================
|
||||||
Bank Synchronization: Automatic Import
|
Bank synchronization: Automatic import
|
||||||
======================================
|
======================================
|
||||||
|
|
||||||
Odoo can synchronize directly with your bank institution to get all bank statements imported
|
Odoo can synchronize directly with your bank institution to get all bank statements imported
|
||||||
|
@ -1,7 +1,7 @@
|
|||||||
:nosearch:
|
:nosearch:
|
||||||
|
|
||||||
===================
|
===================
|
||||||
Bank Reconciliation
|
Bank reconciliation
|
||||||
===================
|
===================
|
||||||
|
|
||||||
.. toctree::
|
.. toctree::
|
||||||
|
@ -1,7 +1,7 @@
|
|||||||
:nosearch:
|
:nosearch:
|
||||||
|
|
||||||
====================
|
====================
|
||||||
Fiscal Localizations
|
Fiscal localizations
|
||||||
====================
|
====================
|
||||||
|
|
||||||
.. toctree::
|
.. toctree::
|
||||||
|
@ -17,6 +17,7 @@ Localizations
|
|||||||
localizations/indonesia
|
localizations/indonesia
|
||||||
localizations/italy
|
localizations/italy
|
||||||
localizations/italy_IT
|
localizations/italy_IT
|
||||||
|
localizations/luxembourg
|
||||||
localizations/mexico
|
localizations/mexico
|
||||||
localizations/netherlands
|
localizations/netherlands
|
||||||
localizations/peru
|
localizations/peru
|
||||||
|
@ -7,7 +7,7 @@ Webinars
|
|||||||
|
|
||||||
Below you can find videos with a general description of the localization, and how to configure it.
|
Below you can find videos with a general description of the localization, and how to configure it.
|
||||||
|
|
||||||
- `VIDEO WEBINAR OF A COMPLETE DEMO <https://youtu.be/BOzucXRUZDE>`_.
|
- `VIDEO WEBINAR OF A COMPLETE DEMO <https://youtu.be/Y83p3YK1lFU>`_.
|
||||||
|
|
||||||
Introduction
|
Introduction
|
||||||
============
|
============
|
||||||
|
@ -30,8 +30,7 @@ elettronica sono i seguenti:
|
|||||||
di posta elettronica certificata sono fornite dal tuo fornitore o dal
|
di posta elettronica certificata sono fornite dal tuo fornitore o dal
|
||||||
Ministero. Lo stesso server deve essere configurato come server che
|
Ministero. Lo stesso server deve essere configurato come server che
|
||||||
gestisce tutta la corrispondenza mail in Odoo, per saperne di più si
|
gestisce tutta la corrispondenza mail in Odoo, per saperne di più si
|
||||||
può consultare la relativa :doc:`guida
|
può consultare la relativa :doc:`guida </applications/general/email_communication/email_servers>`.
|
||||||
</applications/productivity/discuss/advanced/email_servers>`.
|
|
||||||
|
|
||||||
- Indirizzo PEC dell’Azienda, tale indirizzo deve essere lo stesso
|
- Indirizzo PEC dell’Azienda, tale indirizzo deve essere lo stesso
|
||||||
registrato presso l’Agenzia delle Entrate per l’utilizzo dei servizi
|
registrato presso l’Agenzia delle Entrate per l’utilizzo dei servizi
|
||||||
|
@ -0,0 +1,86 @@
|
|||||||
|
==========
|
||||||
|
Luxembourg
|
||||||
|
==========
|
||||||
|
|
||||||
|
Configuration
|
||||||
|
=============
|
||||||
|
|
||||||
|
:ref:`Install <general/install>` the following modules to get all the features of the Luxembourgish
|
||||||
|
localization:
|
||||||
|
|
||||||
|
- :guilabel:`Luxembourg - Accounting` (module's technical name: ``l10n_lu``).
|
||||||
|
- :guilabel:`Luxembourg - Accounting Reports` (module's technical name: ``l10n_lu_reports``).
|
||||||
|
- :guilabel:`Luxembourg - Annual VAT Report` (module's technical name: ``l10n_lu_reports_annual_vat``).
|
||||||
|
|
||||||
|
.. image:: luxembourg/modules.png
|
||||||
|
:align: center
|
||||||
|
:alt: The three modules for the Luxembourgish Fiscal Localization Package on Odoo
|
||||||
|
|
||||||
|
.. tip::
|
||||||
|
Installing the module :guilabel:`Luxembourg - Accounting Reports` installs all three modules at
|
||||||
|
once.
|
||||||
|
|
||||||
|
Standard Chart of Accounts - PCN 2020
|
||||||
|
=====================================
|
||||||
|
|
||||||
|
Odoo's :doc:`Fiscal Localization Package <../overview/fiscal_localization_packages>` for Luxembourg
|
||||||
|
includes the current **Standard Chart of Accounts (PCN 2020)**, effective since January 2020.
|
||||||
|
|
||||||
|
eCDF tax return
|
||||||
|
===============
|
||||||
|
|
||||||
|
Tax returns in Luxembourg require a specific XML file to upload on the eCDF.
|
||||||
|
|
||||||
|
To download it, go to :menuselection:`Accounting --> Report --> Audit Reports --> Tax Report`, and
|
||||||
|
click on :guilabel:`Export eCDF declaration`.
|
||||||
|
|
||||||
|
.. seealso::
|
||||||
|
- :doc:`../../reporting/declarations/tax_returns`
|
||||||
|
- `Platform for electronic gathering of financial data (eCDF) <http://www.ecdf.lu>`_
|
||||||
|
|
||||||
|
Annual tax report
|
||||||
|
=================
|
||||||
|
|
||||||
|
You can generate an XML file to electronically file your annual tax report with the tax office.
|
||||||
|
|
||||||
|
To do so, go to :menuselection:`Accounting --> Report --> Luxembourg --> Annual Tax Report`, click
|
||||||
|
on :guilabel:`Create`, then define the annual period in the :guilabel:`Year` field.
|
||||||
|
|
||||||
|
The **simplified annual declaration** is automatically generated. You can manually add values in all
|
||||||
|
the fields to get a **complete annual declaration**.
|
||||||
|
|
||||||
|
.. image:: luxembourg/annual-tax-report.png
|
||||||
|
:align: center
|
||||||
|
:alt: Odoo Accounting (Luxembourg localization) generates an annual tax declaration.
|
||||||
|
|
||||||
|
To help you complete it, you can use the information provided on the :guilabel:`Tax Report`. To do
|
||||||
|
so, go to :menuselection:`Accounting --> Report --> Audit Reports --> Tax Report`, then click on the
|
||||||
|
:guilabel:`Tax Report` dropdown menu and select the type of report you want to display.
|
||||||
|
|
||||||
|
.. image:: luxembourg/tax-report-types.png
|
||||||
|
:align: center
|
||||||
|
:alt: Dropdown menu to select the type of Tax Report
|
||||||
|
|
||||||
|
Finally, click on :guilabel:`Export XML` to download the XML file.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
This feature requires the module :guilabel:`Luxembourg - Annual VAT Report` to be installed.
|
||||||
|
|
||||||
|
FAIA (SAF-T)
|
||||||
|
============
|
||||||
|
|
||||||
|
**FAIA (Fichier d’Audit Informatisé AED)** is a standardized and structured file that facilitates
|
||||||
|
the exchange of information between the taxpayers' accounting system and the tax office. It is the
|
||||||
|
Luxembourgish version of the OECD-recommended SAF-T (Standard Audit File for Tax).
|
||||||
|
|
||||||
|
Odoo can generate an XML file that contains all the content of an accounting period according to the
|
||||||
|
rules imposed by the Luxembourg tax authorities on digital audit files.
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
This feature requires the module :guilabel:`Luxembourg - Accounting Reports` to be installed.
|
||||||
|
|
||||||
|
Export FAIA file
|
||||||
|
----------------
|
||||||
|
|
||||||
|
Go to :menuselection:`Accounting --> Reporting --> Audit Reports --> General Ledger`, then click on
|
||||||
|
:guilabel:`FAIA`.
|
After Width: | Height: | Size: 12 KiB |
After Width: | Height: | Size: 10 KiB |
After Width: | Height: | Size: 6.0 KiB |
@ -555,6 +555,14 @@ be *In Payment* since the payment will be effectively validated when it is bank
|
|||||||
associated with the invoice, it must be valid so that the stamped payment complement can be
|
associated with the invoice, it must be valid so that the stamped payment complement can be
|
||||||
created.
|
created.
|
||||||
|
|
||||||
|
.. warning::
|
||||||
|
- When making a payment in MXN for an invoice in USD, the payment must be created using the
|
||||||
|
:guilabel:`Register Payment` button **on the invoice view** and not separately as a payment.
|
||||||
|
Otherwise, the payment CFDI is not correctly generated.
|
||||||
|
- As such, a payment in MXN cannot be used to pay multiple invoices in USD. Rather, the payment
|
||||||
|
should be separated into multiple payments created using the :guilabel:`Register Payment`
|
||||||
|
button on the corresponding invoices.
|
||||||
|
|
||||||
Register PUE Payments
|
Register PUE Payments
|
||||||
~~~~~~~~~~~~~~~~~~~~~
|
~~~~~~~~~~~~~~~~~~~~~
|
||||||
|
|
||||||
|
@ -1,5 +1,5 @@
|
|||||||
============================
|
============================
|
||||||
Fiscal Localization Packages
|
Fiscal localization packages
|
||||||
============================
|
============================
|
||||||
|
|
||||||
**Fiscal Localization Packages** are country-specific modules that install pre-configured taxes,
|
**Fiscal Localization Packages** are country-specific modules that install pre-configured taxes,
|
||||||
|
@ -6,7 +6,7 @@ Odoo Accounting can be used in many countries out of the box by installing the a
|
|||||||
Here is a list of all :doc:`Fiscal Localization Packages <fiscal_localization_packages>` that are
|
Here is a list of all :doc:`Fiscal Localization Packages <fiscal_localization_packages>` that are
|
||||||
available on Odoo.
|
available on Odoo.
|
||||||
|
|
||||||
Fiscal Localization Packages available
|
Fiscal localization packages available
|
||||||
======================================
|
======================================
|
||||||
|
|
||||||
- Algeria - Accounting
|
- Algeria - Accounting
|
||||||
|
@ -1,7 +1,7 @@
|
|||||||
:nosearch:
|
:nosearch:
|
||||||
|
|
||||||
===============
|
===============
|
||||||
Getting Started
|
Getting started
|
||||||
===============
|
===============
|
||||||
|
|
||||||
.. toctree::
|
.. toctree::
|
||||||
|
@ -1,7 +1,7 @@
|
|||||||
:nosearch:
|
:nosearch:
|
||||||
|
|
||||||
=====================
|
=====================
|
||||||
Initial Configuration
|
Initial configuration
|
||||||
=====================
|
=====================
|
||||||
|
|
||||||
.. toctree::
|
.. toctree::
|
||||||
|
@ -1,8 +1,8 @@
|
|||||||
:nosearch:
|
:nosearch:
|
||||||
|
|
||||||
===========
|
========
|
||||||
Analytic
|
Analytic
|
||||||
===========
|
========
|
||||||
|
|
||||||
.. toctree::
|
.. toctree::
|
||||||
:titlesonly:
|
:titlesonly:
|
||||||
|
@ -1,7 +1,7 @@
|
|||||||
:nosearch:
|
:nosearch:
|
||||||
|
|
||||||
================
|
================
|
||||||
Account Payables
|
Account payables
|
||||||
================
|
================
|
||||||
|
|
||||||
.. toctree::
|
.. toctree::
|
||||||
|
@ -1,7 +1,7 @@
|
|||||||
:nosearch:
|
:nosearch:
|
||||||
|
|
||||||
===============
|
===============
|
||||||
Vendor Payments
|
Vendor payments
|
||||||
===============
|
===============
|
||||||
|
|
||||||
.. toctree::
|
.. toctree::
|
||||||
|
@ -1,5 +1,5 @@
|
|||||||
=============
|
=============
|
||||||
Pay by Checks
|
Pay by checks
|
||||||
=============
|
=============
|
||||||
|
|
||||||
Once you decide to pay a supplier bill, you can select to pay by check.
|
Once you decide to pay a supplier bill, you can select to pay by check.
|
||||||
|
@ -1,7 +1,7 @@
|
|||||||
:nosearch:
|
:nosearch:
|
||||||
|
|
||||||
============
|
============
|
||||||
Vendor Bills
|
Vendor bills
|
||||||
============
|
============
|
||||||
|
|
||||||
.. toctree::
|
.. toctree::
|
||||||
|
@ -1,5 +1,5 @@
|
|||||||
===================================
|
===================================
|
||||||
Non-current Assets and Fixed Assets
|
Non-current assets and fixed assets
|
||||||
===================================
|
===================================
|
||||||
|
|
||||||
**Non-current Assets**, also known as **long-term assets**, are investments that are expected to be
|
**Non-current Assets**, also known as **long-term assets**, are investments that are expected to be
|
||||||
|
@ -1,5 +1,5 @@
|
|||||||
=================================
|
=================================
|
||||||
Deferred Expenses and Prepayments
|
Deferred expenses and prepayments
|
||||||
=================================
|
=================================
|
||||||
|
|
||||||
**Deferred expenses** and **prepayments** (also known as **prepaid expense**), are both costs that
|
**Deferred expenses** and **prepayments** (also known as **prepaid expense**), are both costs that
|
||||||
|
@ -1,5 +1,5 @@
|
|||||||
===================
|
===================
|
||||||
Manage vendor Bills
|
Manage vendor bills
|
||||||
===================
|
===================
|
||||||
|
|
||||||
The **Purchase** application allows you to manage your purchase orders,
|
The **Purchase** application allows you to manage your purchase orders,
|
||||||
|
@ -1,15 +1,18 @@
|
|||||||
==============================================================
|
==============================================================
|
||||||
Digitize Vendor Bills with Optical Character Recognition (OCR)
|
Digitize vendor bills with optical character recognition (OCR)
|
||||||
==============================================================
|
==============================================================
|
||||||
|
|
||||||
Encoding bills manually can be a time-consuming task. Having a solution that allows you to digitize
|
Encoding bills manually can be a time-consuming task. Having a solution that allows you to digitize
|
||||||
them and automatically import the data to your database reduces errors and saves you time.
|
them and automatically import the data into your database reduces errors and saves you time.
|
||||||
|
|
||||||
|
.. important::
|
||||||
|
`Try it out <https://www.odoo.com/app/invoice-automation>`_! Upload one of your Bills or try one of our samples.
|
||||||
|
|
||||||
Set up the feature
|
Set up the feature
|
||||||
==================
|
==================
|
||||||
|
|
||||||
Go to :menuselection:`Accounting --> Settings --> Bill Digitalization`, and choose whether the bills
|
Go to :menuselection:`Accounting --> Settings --> Bill Digitalization`, and choose whether the bills
|
||||||
should be processed automatically or manually.
|
should be processed automatically (with OCR) or manually (on demand).
|
||||||
|
|
||||||
.. image:: media/setup_ocr.png
|
.. image:: media/setup_ocr.png
|
||||||
:align: center
|
:align: center
|
||||||
@ -41,7 +44,7 @@ Pricing
|
|||||||
=======
|
=======
|
||||||
|
|
||||||
| The *Bill Digitalization* is an *In-App Purchase (IAP)* service which requires prepaid credits to
|
| The *Bill Digitalization* is an *In-App Purchase (IAP)* service which requires prepaid credits to
|
||||||
work. Digitalizing one document consumes one credit.
|
work. Digitizing one document consumes one credit.
|
||||||
| To buy credits, go to :menuselection:`Accounting --> Configuration --> Settings --> Bill
|
| To buy credits, go to :menuselection:`Accounting --> Configuration --> Settings --> Bill
|
||||||
Digitalization` and click on *Buy credits*, or go to :menuselection:`Settings --> Odoo IAP` and
|
Digitalization` and click on *Buy credits*, or go to :menuselection:`Settings --> Odoo IAP` and
|
||||||
click on *View My Services*.
|
click on *View My Services*.
|
||||||
@ -49,4 +52,5 @@ Pricing
|
|||||||
.. important::
|
.. important::
|
||||||
- If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial
|
- If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free trial
|
||||||
credits to test the feature.
|
credits to test the feature.
|
||||||
- Click `here <https://iap.odoo.com/privacy#header_4>`_ to know about our *Privacy Policy*.
|
.. seealso::
|
||||||
|
- Our `Privacy Policy <https://iap.odoo.com/privacy#header_6>`_.
|
||||||
|
@ -1,5 +1,5 @@
|
|||||||
=================
|
=================
|
||||||
Purchase Receipts
|
Purchase receipts
|
||||||
=================
|
=================
|
||||||
|
|
||||||
**Purchase Receipts** are not invoices but rather confirmations of received payments, such as a
|
**Purchase Receipts** are not invoices but rather confirmations of received payments, such as a
|
||||||
|
@ -1,7 +1,7 @@
|
|||||||
:nosearch:
|
:nosearch:
|
||||||
|
|
||||||
===================
|
===================
|
||||||
Account Receivables
|
Account receivables
|
||||||
===================
|
===================
|
||||||
|
|
||||||
.. toctree::
|
.. toctree::
|
||||||
|
@ -1,7 +1,7 @@
|
|||||||
:nosearch:
|
:nosearch:
|
||||||
|
|
||||||
=================
|
=================
|
||||||
Customer Invoices
|
Customer invoices
|
||||||
=================
|
=================
|
||||||
|
|
||||||
.. toctree::
|
.. toctree::
|
||||||
|
@ -1,5 +1,5 @@
|
|||||||
=============
|
=============
|
||||||
Cash Rounding
|
Cash rounding
|
||||||
=============
|
=============
|
||||||
|
|
||||||
**Cash rounding** is required when the lowest physical denomination
|
**Cash rounding** is required when the lowest physical denomination
|
||||||
|
@ -1,5 +1,5 @@
|
|||||||
========================
|
========================
|
||||||
Credit Notes and Refunds
|
Credit notes and refunds
|
||||||
========================
|
========================
|
||||||
A **credit note**, or **credit memo**, is a document issued
|
A **credit note**, or **credit memo**, is a document issued
|
||||||
to a customer that notifies them that they have been credited
|
to a customer that notifies them that they have been credited
|
||||||
|
@ -1,5 +1,5 @@
|
|||||||
=================
|
=================
|
||||||
Deferred Revenues
|
Deferred revenues
|
||||||
=================
|
=================
|
||||||
|
|
||||||
**Deferred revenues**, or **unearned revenue**, are payments made in advance by customers for
|
**Deferred revenues**, or **unearned revenue**, are payments made in advance by customers for
|
||||||
|
@ -1,5 +1,5 @@
|
|||||||
===================================
|
===================================
|
||||||
Payment Terms and Installment Plans
|
Payment terms and installment plans
|
||||||
===================================
|
===================================
|
||||||
|
|
||||||
**Payment Terms** specify all the conditions under which a sale is paid, mostly to ensure customers
|
**Payment Terms** specify all the conditions under which a sale is paid, mostly to ensure customers
|
||||||
|
@ -1,5 +1,5 @@
|
|||||||
======================================
|
======================================
|
||||||
Send your Invoices by Post (Snailmail)
|
Send your invoices by post (Snailmail)
|
||||||
======================================
|
======================================
|
||||||
|
|
||||||
Direct mail is a great way to capture individuals’ attention at a time where inboxes are always
|
Direct mail is a great way to capture individuals’ attention at a time where inboxes are always
|
||||||
|
@ -1,7 +1,7 @@
|
|||||||
:nosearch:
|
:nosearch:
|
||||||
|
|
||||||
=================
|
=================
|
||||||
Customer Payments
|
Customer payments
|
||||||
=================
|
=================
|
||||||
|
|
||||||
.. toctree::
|
.. toctree::
|
||||||
|
@ -1,5 +1,5 @@
|
|||||||
==================================================
|
==================================================
|
||||||
Batch Payments: Batch Deposits (checks, cash etc.)
|
Batch payments: Batch deposits (checks, cash etc.)
|
||||||
==================================================
|
==================================================
|
||||||
|
|
||||||
A **Batch Deposit** groups multiple payments in a single batch. This allows you to deposit several
|
A **Batch Deposit** groups multiple payments in a single batch. This allows you to deposit several
|
||||||
|
@ -1,5 +1,5 @@
|
|||||||
=======================================
|
=======================================
|
||||||
Batch Payments: SEPA Direct Debit (SDD)
|
Batch payments: SEPA Direct Debit (SDD)
|
||||||
=======================================
|
=======================================
|
||||||
|
|
||||||
SEPA, the Single Euro Payments Area, is a payment-integration initiative of the European Union for
|
SEPA, the Single Euro Payments Area, is a payment-integration initiative of the European Union for
|
||||||
|
@ -1,5 +1,5 @@
|
|||||||
======================
|
======================
|
||||||
Invoice Online Payment
|
Invoice online payment
|
||||||
======================
|
======================
|
||||||
|
|
||||||
To make it more convenient for your customers to pay the invoices you issue, you can activate the
|
To make it more convenient for your customers to pay the invoices you issue, you can activate the
|
||||||
|
@ -1,8 +1,8 @@
|
|||||||
:nosearch:
|
:nosearch:
|
||||||
|
|
||||||
===========
|
=========
|
||||||
Reporting
|
Reporting
|
||||||
===========
|
=========
|
||||||
|
|
||||||
.. toctree::
|
.. toctree::
|
||||||
:titlesonly:
|
:titlesonly:
|
||||||
|
@ -24,5 +24,6 @@ Go to :menuselection:`Accounting --> Settings --> Customer Invoices`, then enabl
|
|||||||
.. important::
|
.. important::
|
||||||
If you created your Odoo database prior to **January 13, 2022**, please :ref:`upgrade
|
If you created your Odoo database prior to **January 13, 2022**, please :ref:`upgrade
|
||||||
<general/upgrade>` the ``account_intrastat`` module to add the new transaction codes and
|
<general/upgrade>` the ``account_intrastat`` module to add the new transaction codes and
|
||||||
:ref:`install <general/install>` the ``account_invoice_expiry`` module to archive the old codes.
|
:ref:`install <general/install>` the ``account_intrastat_expiry`` module to archive the old
|
||||||
|
codes.
|
||||||
|
|
||||||
|
@ -1,5 +1,5 @@
|
|||||||
============================
|
============================
|
||||||
Tax Return (VAT Declaration)
|
Tax return (VAT declaration)
|
||||||
============================
|
============================
|
||||||
|
|
||||||
Companies that are registered for **VAT (Value Added Tax)** must file a **Tax return** on a monthly
|
Companies that are registered for **VAT (Value Added Tax)** must file a **Tax return** on a monthly
|
||||||
|
@ -1,7 +1,7 @@
|
|||||||
:nosearch:
|
:nosearch:
|
||||||
|
|
||||||
===========
|
===========
|
||||||
Fiscal Year
|
Fiscal year
|
||||||
===========
|
===========
|
||||||
|
|
||||||
.. toctree::
|
.. toctree::
|
||||||
|
@ -1,5 +1,5 @@
|
|||||||
=============
|
=============
|
||||||
Default Taxes
|
Default taxes
|
||||||
=============
|
=============
|
||||||
|
|
||||||
**Default Taxes** define which :doc:`taxes <taxes>` are automatically selected when there is no
|
**Default Taxes** define which :doc:`taxes <taxes>` are automatically selected when there is no
|
||||||
|
@ -1,5 +1,5 @@
|
|||||||
===================================
|
===================================
|
||||||
EU intra-community Distance Selling
|
EU intra-community distance selling
|
||||||
===================================
|
===================================
|
||||||
|
|
||||||
**Distance sales within the European Union** include cross-border sales of goods and services to a
|
**Distance sales within the European Union** include cross-border sales of goods and services to a
|
||||||
@ -14,7 +14,7 @@ While this regulation mainly applies to :doc:`eCommerce <../../../../websites/ec
|
|||||||
private EU consumers, it is also valid for mail order sales and telesales.
|
private EU consumers, it is also valid for mail order sales and telesales.
|
||||||
|
|
||||||
The Union **One-Stop Shop (OSS)** is an online portal where businesses can register for the OSS and
|
The Union **One-Stop Shop (OSS)** is an online portal where businesses can register for the OSS and
|
||||||
declare their intra-community distance sales. Each EU member states integrates an online OSS portal.
|
declare their intra-community distance sales. Each EU member state integrates an online OSS portal.
|
||||||
|
|
||||||
The **EU intra-community Distance Selling** feature helps your organization comply with this
|
The **EU intra-community Distance Selling** feature helps your organization comply with this
|
||||||
regulation by creating and configuring new :doc:`fiscal positions <fiscal_positions>` and
|
regulation by creating and configuring new :doc:`fiscal positions <fiscal_positions>` and
|
||||||
|
@ -1,5 +1,5 @@
|
|||||||
==========================================
|
==========================================
|
||||||
Fiscal Positions (tax and account mapping)
|
Fiscal positions (tax and account mapping)
|
||||||
==========================================
|
==========================================
|
||||||
|
|
||||||
Default taxes and accounts are set on products and customers to create new transactions on the fly.
|
Default taxes and accounts are set on products and customers to create new transactions on the fly.
|
||||||
|
@ -5,61 +5,105 @@ Stripe
|
|||||||
`Stripe <https://stripe.com/>`_ is a United States-based online payment solution provider, allowing
|
`Stripe <https://stripe.com/>`_ is a United States-based online payment solution provider, allowing
|
||||||
businesses to accept **credit cards** and other payment methods.
|
businesses to accept **credit cards** and other payment methods.
|
||||||
|
|
||||||
Configuration
|
Link your Stripe Account with Odoo
|
||||||
=============
|
==================================
|
||||||
|
|
||||||
.. seealso::
|
.. seealso::
|
||||||
- :ref:`payment_acquirers/add_new`
|
- :ref:`payment_acquirers/add_new`
|
||||||
|
|
||||||
Credentials tab
|
The method to acquire your credentials depends on your hosting type:
|
||||||
---------------
|
|
||||||
|
|
||||||
Odoo needs your **API Credentials** to connect with your Stripe account, which comprises:
|
.. tabs::
|
||||||
|
.. group-tab:: Odoo Online
|
||||||
|
|
||||||
|
#. Go to the **eCommerce** or the **Sales** app and click on the *Activate Stripe* or the *Set
|
||||||
|
payments* button on the onboarding banner.
|
||||||
|
#. Fill in the requested information and submit the form.
|
||||||
|
#. Confirm your email address when Stripe sends you a confirmation email.
|
||||||
|
#. At the end of the process, you are redirected to Odoo. If you submitted all the requested
|
||||||
|
information, you are all set and your payment acquirer is enabled.
|
||||||
|
#. Your can continue to :ref:`stripe/local-payment-methods`.
|
||||||
|
|
||||||
|
.. tip::
|
||||||
|
To use your own API keys, :ref:`activate the Developer mode <developer-mode>` and
|
||||||
|
:ref:`enable Stripe manually <payment_acquirers/add_new>`. You can then :ref:`Fill in your
|
||||||
|
credentials <stripe/api_keys>`, :ref:`generate a webhook <stripe/webhook>` and enable the
|
||||||
|
payment acquirer.
|
||||||
|
|
||||||
|
.. group-tab:: Odoo.sh or On-premise
|
||||||
|
|
||||||
|
#. Go to the **eCommerce** or the **Sales** app and click on the *Activate Stripe* or the *Set
|
||||||
|
payments* button on the onboarding banner.
|
||||||
|
#. Fill in the requested information and submit the form.
|
||||||
|
#. Confirm your email address when Stripe sends you a confirmation email.
|
||||||
|
#. At the end of the process, you are redirected to the payment acquirer **Stripe** on Odoo.
|
||||||
|
#. :ref:`Fill in your credentials <stripe/api_keys>`.
|
||||||
|
#. :ref:`Generate a webhook <stripe/webhook>`.
|
||||||
|
#. Enable the payment acquirer.
|
||||||
|
#. You are all set and can continue to :ref:`stripe/local-payment-methods`.
|
||||||
|
|
||||||
|
.. tip::
|
||||||
|
To connect your Stripe account after the onboarding is already completed, go to
|
||||||
|
:menuselection:`Accounting --> Configuration --> Payment Acquirers --> Stripe` and click on the
|
||||||
|
*Connect Stripe* button.
|
||||||
|
|
||||||
|
.. important::
|
||||||
|
If you are testing Stripe (in **test mode**), change the **State** to *Test Mode*. We recommend
|
||||||
|
doing this on a test Odoo database rather than on your main database.
|
||||||
|
|
||||||
|
.. _stripe/api_keys:
|
||||||
|
|
||||||
|
Fill in your credentials
|
||||||
|
------------------------
|
||||||
|
|
||||||
|
In case your **API Credentials** are required to connect with your Stripe account, these are the
|
||||||
|
credentials that must be completed:
|
||||||
|
|
||||||
- :ref:`Publishable Key <stripe/api_keys>`: The key solely used to identify the account with Stripe.
|
- :ref:`Publishable Key <stripe/api_keys>`: The key solely used to identify the account with Stripe.
|
||||||
- :ref:`Secret Key <stripe/api_keys>`: The key to sign the merchant account with Stripe.
|
- :ref:`Secret Key <stripe/api_keys>`: The key to sign the merchant account with Stripe.
|
||||||
- :ref:`Webhook Signing Secret <stripe/webhook>`: When you enable your webhook on your Stripe
|
- :ref:`Webhook Signing Secret <stripe/webhook>`: When you enable your webhook on your Stripe
|
||||||
account, this signing secret must be set to authenticate the messages sent from Stripe to Odoo.
|
account, this signing secret must be set to authenticate the messages sent from Stripe to Odoo.
|
||||||
|
|
||||||
.. important::
|
|
||||||
If you are trying Stripe as a test, in the **test mode**, change the **State** to *Test
|
|
||||||
Mode*. We recommend doing this on a test Odoo database, rather than on your main database.
|
|
||||||
|
|
||||||
.. _stripe/api_keys:
|
|
||||||
|
|
||||||
Publishable and Secret keys
|
|
||||||
~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
|
||||||
|
|
||||||
To retrieve the publishable and secret keys, follow this `link to your API keys
|
To retrieve the publishable and secret keys, follow this `link to your API keys
|
||||||
<https://dashboard.stripe.com/account/apikeys>`_, or log into your Stripe dashboard and go to
|
<https://dashboard.stripe.com/account/apikeys>`_, or log into your Stripe dashboard and go to
|
||||||
:menuselection:`Developers --> API Keys --> Standard Keys`.
|
:menuselection:`Developers --> API Keys --> Standard Keys`.
|
||||||
|
|
||||||
.. _stripe/webhook:
|
.. _stripe/webhook:
|
||||||
|
|
||||||
Webhook Signing Secret
|
Generate a webhook
|
||||||
~~~~~~~~~~~~~~~~~~~~~~
|
------------------
|
||||||
|
|
||||||
To retrieve the webhook signing secret, you first need to create a webhook.
|
In case your **Webhook Signing Secret** is required to connect with your Stripe account, you can
|
||||||
|
create a webhook either automatically or manually.
|
||||||
|
|
||||||
To do so, follow this `link to your webhooks <https://dashboard.stripe.com/webhooks>`_, or log into
|
.. tabs::
|
||||||
your Stripe dashboard and go to :menuselection:`Developers --> Webhooks`. Then, click on **Add
|
.. tab:: Create the webhook automatically
|
||||||
endpoint** in your **Hosted endpoints**. A form opens, where you'll need to add the following data:
|
|
||||||
|
|
||||||
- | In the **Endpoint URL**, enter your Odoo database's URL followed by ``/payment/stripe/webhook``.
|
Make sure your :ref:`Publishable and Secret keys <stripe/api_keys>` are filled in, then click
|
||||||
| For example: ``https://yourcompany.odoo.com/payment/stripe/webhook``
|
on the *Generate your Webhook* button.
|
||||||
- At the end of the form, you can **Select events** to listen to. Click on it and, in the
|
|
||||||
|
.. tab:: Create the webhook manually
|
||||||
|
|
||||||
|
Visit the `webhooks page on Stripe <https://dashboard.stripe.com/webhooks>`_, or log into your
|
||||||
|
Stripe dashboard and go to :menuselection:`Developers --> Webhooks`. Then, click on **Add
|
||||||
|
endpoint** in your **Hosted endpoints** and insert the following data into the pop-up form:
|
||||||
|
|
||||||
|
- | In the **Endpoint URL**, enter your Odoo database's URL followed by
|
||||||
|
| `/payment/stripe/webhook`.
|
||||||
|
| For example: `https://yourcompany.odoo.com/payment/stripe/webhook`
|
||||||
|
- At the end of the form, you can **Select events** to listen to. Click on it and, in the
|
||||||
**Checkout** section, select **checkout.session.completed**.
|
**Checkout** section, select **checkout.session.completed**.
|
||||||
|
|
||||||
.. note::
|
.. note::
|
||||||
It is possible to select other events, but they are currently not processed by Odoo.
|
It is possible to select other events, but they are currently not processed by Odoo.
|
||||||
|
|
||||||
When you click on **Add endpoint**, your Webhook is configured. You can then click on **reveal** to
|
When you click on **Add endpoint**, your Webhook is configured. You can then click on
|
||||||
display your signing secret.
|
**reveal** to display your signing secret.
|
||||||
|
|
||||||
.. _stripe/local-payment-methods:
|
.. _stripe/local-payment-methods:
|
||||||
|
|
||||||
Enable local payment methods
|
Enable local payment methods
|
||||||
----------------------------
|
============================
|
||||||
|
|
||||||
Local payment methods are payment methods that are only available for certain merchants and
|
Local payment methods are payment methods that are only available for certain merchants and
|
||||||
customers countries and currencies.
|
customers countries and currencies.
|
||||||
|
@ -8,7 +8,10 @@ Miscellaneous
|
|||||||
general/auth
|
general/auth
|
||||||
general/apps_modules
|
general/apps_modules
|
||||||
general/export_import_data
|
general/export_import_data
|
||||||
|
general/email_communication
|
||||||
general/voip
|
general/voip
|
||||||
general/calendars
|
general/calendars
|
||||||
|
general/digest_emails
|
||||||
general/in_app_purchase
|
general/in_app_purchase
|
||||||
general/developer_mode
|
general/developer_mode
|
||||||
|
|
||||||
|
@ -8,7 +8,7 @@ You can :ref:`install <general/install>`, :ref:`upgrade <general/upgrade>` and :
|
|||||||
By default, an *Apps* filter is applied. If you want to search for modules, click on
|
By default, an *Apps* filter is applied. If you want to search for modules, click on
|
||||||
*Filters* and select *Extra*.
|
*Filters* and select *Extra*.
|
||||||
|
|
||||||
.. image:: apps-search-filter.png
|
.. image:: apps_modules/apps-search-filter.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: Add "Extra" filter in Odoo Apps
|
:alt: Add "Extra" filter in Odoo Apps
|
||||||
|
|
||||||
@ -58,14 +58,14 @@ Uninstall apps and modules
|
|||||||
Go to :menuselection:`Apps`, click on the *dropdown menu* of the app you want to uninstall, then on
|
Go to :menuselection:`Apps`, click on the *dropdown menu* of the app you want to uninstall, then on
|
||||||
*Uninstall*.
|
*Uninstall*.
|
||||||
|
|
||||||
.. image:: uninstall.png
|
.. image:: apps_modules/uninstall.png
|
||||||
:align: center
|
:align: center
|
||||||
|
|
||||||
Some apps have dependencies, meaning that one app requires another. Therefore, uninstalling one app
|
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
|
may uninstall multiple apps and modules. Odoo warns you which dependant apps and modules are
|
||||||
affected by it.
|
affected by it.
|
||||||
|
|
||||||
.. image:: uninstall_deps.png
|
.. image:: apps_modules/uninstall_deps.png
|
||||||
:align: center
|
:align: center
|
||||||
|
|
||||||
To complete the uninstallation, click on *Confirm*.
|
To complete the uninstallation, click on *Confirm*.
|
||||||
|
Before Width: | Height: | Size: 5.3 KiB After Width: | Height: | Size: 5.3 KiB |
Before Width: | Height: | Size: 13 KiB After Width: | Height: | Size: 13 KiB |
Before Width: | Height: | Size: 20 KiB After Width: | Height: | Size: 20 KiB |
@ -11,7 +11,7 @@ Activate through the Settings
|
|||||||
|
|
||||||
Go to :menuselection:`Settings --> Activate the developer mode`.
|
Go to :menuselection:`Settings --> Activate the developer mode`.
|
||||||
|
|
||||||
.. image:: settings.png
|
.. image:: developer_mode/settings.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: Overview of the debug options under settings in Odoo
|
:alt: Overview of the debug options under settings in Odoo
|
||||||
|
|
||||||
@ -29,7 +29,7 @@ Activate through a browser extension
|
|||||||
| For the *Odoo Debug* extension, a single click enables a normal version of the mode, while a
|
| For the *Odoo Debug* extension, a single click enables a normal version of the mode, while a
|
||||||
double click enables it with assets. To deactivate it, use a single click.
|
double click enables it with assets. To deactivate it, use a single click.
|
||||||
|
|
||||||
.. image:: monkey.png
|
.. image:: developer_mode/monkey.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: View of odoo’s debug icon in a chrome’s toolbar
|
:alt: View of odoo’s debug icon in a chrome’s toolbar
|
||||||
|
|
||||||
@ -50,7 +50,7 @@ Activate through the URL
|
|||||||
In the URL, add ``?debug=1`` or ``?debug=true`` after *web*. To deactivate the
|
In the URL, add ``?debug=1`` or ``?debug=true`` after *web*. To deactivate the
|
||||||
debug mode, add `?debug=0` instead.
|
debug mode, add `?debug=0` instead.
|
||||||
|
|
||||||
.. image:: url.png
|
.. image:: developer_mode/url.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: Overview of an url with the debug mode command added in Odoo
|
:alt: Overview of an url with the debug mode command added in Odoo
|
||||||
|
|
||||||
@ -73,7 +73,7 @@ It contains some useful menu items such as:
|
|||||||
- see the `fields view get`
|
- see the `fields view get`
|
||||||
- and much more.
|
- and much more.
|
||||||
|
|
||||||
.. image:: button_location.png
|
.. image:: developer_mode/button_location.png
|
||||||
:align: center
|
:align: center
|
||||||
:alt: Overview of a console page and the debug icon being shown in Odoo
|
:alt: Overview of a console page and the debug icon being shown in Odoo
|
||||||
|
|
||||||
|
Before Width: | Height: | Size: 72 KiB After Width: | Height: | Size: 72 KiB |
Before Width: | Height: | Size: 13 KiB After Width: | Height: | Size: 13 KiB |
Before Width: | Height: | Size: 46 KiB After Width: | Height: | Size: 46 KiB |
Before Width: | Height: | Size: 19 KiB After Width: | Height: | Size: 19 KiB |
114
content/applications/general/digest_emails.rst
Normal file
@ -0,0 +1,114 @@
|
|||||||
|
=============
|
||||||
|
Digest Emails
|
||||||
|
=============
|
||||||
|
|
||||||
|
**Digest Emails** are periodic snapshots sent to your organization via email that include high-level
|
||||||
|
information about how your business is performing.
|
||||||
|
|
||||||
|
Navigate to Digest Emails by going to :menuselection:`Settings --> General Settings --> Statistics`,
|
||||||
|
then activate the **Digest Emails** feature and click on save.
|
||||||
|
|
||||||
|
.. image:: digest_emails/digest-email-settings.png
|
||||||
|
:align: center
|
||||||
|
:alt: Digest Emails section inside General Settings.
|
||||||
|
|
||||||
|
You can control a variety of settings for your Digest Emails, such as:
|
||||||
|
|
||||||
|
- which KPIs are shared in the Digest
|
||||||
|
- how often Digest Emails are sent
|
||||||
|
- who in your organization receives Digest Emails
|
||||||
|
- creating custom Digest Email templates
|
||||||
|
- adding additional KPIs (Studio required)
|
||||||
|
|
||||||
|
.. note::
|
||||||
|
By default, Digest Email is *enabled*, and *Your Odoo Periodic Digest* serves as the primary
|
||||||
|
template, which includes all KPI measurements across your Odoo database and is sent daily to
|
||||||
|
administrators.
|
||||||
|
|
||||||
|
.. _digest-emails/customize-digest:
|
||||||
|
|
||||||
|
Customize *Your Odoo Periodic Digest*
|
||||||
|
=====================================
|
||||||
|
|
||||||
|
To customize the default Digest Email (*Your Odoo Periodic Digest*), go to :menuselection:`Settings
|
||||||
|
--> General Settings --> Statistics --> Digest Email`, select *Your Odoo Periodic Digest* and click
|
||||||
|
on the *external link* next to the dropdown selection.
|
||||||
|
|
||||||
|
A popup window appears and presents a variety of editable settings, which include:
|
||||||
|
|
||||||
|
- **Digest Title** - what you want your Digest Email to be called
|
||||||
|
- **Periodicity** - control the regimen in how often Digest Emails are sent
|
||||||
|
- **KPIs** - check/uncheck each calculated KPI that appears in Digest Emails
|
||||||
|
- **Recipients** - add/remove users who receive your Digest Emails
|
||||||
|
- **Custom** - add your own KPIs (Studio required)
|
||||||
|
|
||||||
|
.. image:: digest_emails/periodic-digest.png
|
||||||
|
:align: center
|
||||||
|
:alt: Customize default Digest Email settings and custom KPIs.
|
||||||
|
|
||||||
|
.. _digest-emails/custom-emails:
|
||||||
|
|
||||||
|
Custom digest emails
|
||||||
|
====================
|
||||||
|
|
||||||
|
To do so, click on **Configure Digest Emails** and then **Create**.
|
||||||
|
|
||||||
|
From there, give your Digest Email a title, specify periodicity, and choose your desired KPIs and
|
||||||
|
recipients fields as needed.
|
||||||
|
|
||||||
|
After you click **Save**, your new custom Digest Email is available as a selection in the **General
|
||||||
|
Settings** dropdown menu.
|
||||||
|
|
||||||
|
.. _digest-emails/custom-kpi:
|
||||||
|
|
||||||
|
Custom KPIs with Studio
|
||||||
|
-----------------------
|
||||||
|
|
||||||
|
For either *Your Odoo Periodic Digest* or your own custom Digest Email, you can add your own KPIs
|
||||||
|
by using Odoo Studio.
|
||||||
|
|
||||||
|
To begin, click the **Toggle Studio** icon or click the **Recipients** tab and then the ellipses
|
||||||
|
:menuselection:`… icon --> Add Custom Field` to edit the template or add additional fields.
|
||||||
|
|
||||||
|
In order to create additional fields, you must create two fields on the digest object:
|
||||||
|
|
||||||
|
#. create a boolean field called `kpi_myfield` and display it in the KPIs tab
|
||||||
|
#. create a computed field called `kpi_myfield_value` that computes your customized KPI
|
||||||
|
#. select your KPI(s) in the KPIs tab.
|
||||||
|
|
||||||
|
Computed values reference table
|
||||||
|
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||||
|
|
||||||
|
+-----------------------+-------------------------------------------+
|
||||||
|
| LABEL | VALUE |
|
||||||
|
+=======================+===========================================+
|
||||||
|
| Connected Users | `kpi_res_users_connected_value` |
|
||||||
|
+-----------------------+-------------------------------------------+
|
||||||
|
| Messages Sent | `kpi_mail_message_total_value` |
|
||||||
|
+-----------------------+-------------------------------------------+
|
||||||
|
| New Leads | `kpi_crm_lead_created_value` |
|
||||||
|
+-----------------------+-------------------------------------------+
|
||||||
|
| Opportunities Won | `kpi_crm_opportunities_won_value` |
|
||||||
|
+-----------------------+-------------------------------------------+
|
||||||
|
| Open Tasks | `kpi_project_task_opened_value` |
|
||||||
|
+-----------------------+-------------------------------------------+
|
||||||
|
| Tickets Closed | `kpi_helpdesk_tickets_closed_value` |
|
||||||
|
+-----------------------+-------------------------------------------+
|
||||||
|
| % of Happiness | `kpi_livechat_rating_value` |
|
||||||
|
+-----------------------+-------------------------------------------+
|
||||||
|
| Conversations handled | `kpi_livechat_conversations_value` |
|
||||||
|
+-----------------------+-------------------------------------------+
|
||||||
|
| Time to answer (sec) | `kpi_livechat_response_value` |
|
||||||
|
+-----------------------+-------------------------------------------+
|
||||||
|
| All Sales | `kpi_all_sale_total_value` |
|
||||||
|
+-----------------------+-------------------------------------------+
|
||||||
|
| eCommerce Sales | `kpi_website_sale_total_value` |
|
||||||
|
+-----------------------+-------------------------------------------+
|
||||||
|
| Revenue | `kpi_account_total_revenue_value` |
|
||||||
|
+-----------------------+-------------------------------------------+
|
||||||
|
| Bank & Cash Moves | `kpi_account_bank_cash_value` |
|
||||||
|
+-----------------------+-------------------------------------------+
|
||||||
|
| POS Sales | `kpi_pos_total_value` |
|
||||||
|
+-----------------------+-------------------------------------------+
|
||||||
|
| New Employees | `kpi_hr_recruitment_new_colleagues_value` |
|
||||||
|
+-----------------------+-------------------------------------------+
|
After Width: | Height: | Size: 36 KiB |
BIN
content/applications/general/digest_emails/periodic-digest.png
Normal file
After Width: | Height: | Size: 26 KiB |
13
content/applications/general/email_communication.rst
Normal file
@ -0,0 +1,13 @@
|
|||||||
|
:nosearch:
|
||||||
|
|
||||||
|
===================
|
||||||
|
Email Communication
|
||||||
|
===================
|
||||||
|
|
||||||
|
.. toctree::
|
||||||
|
:titlesonly:
|
||||||
|
|
||||||
|
email_communication/email_servers
|
||||||
|
email_communication/email_domain
|
||||||
|
email_communication/email_template
|
||||||
|
email_communication/faq
|