documentation/content/administration/upgrade/faq.rst

.. |assistance-contact| replace::
   If you need Odoo assistance on this matter, please get in touch with your Odoo Account Manager or
   our `Sales department`_.
.. _Sales department: mailto:sales@odoo.com

===
FAQ
===

.. _upgrade-faq/why:

Why upgrade
===========

* You benefit from the latest features of the :ref:`new major version
  <upgrade-faq/release-notes>` released by Odoo.
* If you are in an :ref:`unsupported version <upgrade/supported-versions>`, you get a new version
  with support.

.. _upgrade-faq/when:

When to upgrade
===============

Whenever you want. You can make your upgrade request as soon as a new version is released or when
your version turns unsupported, and you still wish to enjoy support.

.. _upgrade-faq/availability:

Availability of the new version
===============================

As soon as Odoo announces the release of a new major version, you can create a test upgrade request
to try the latest version. Please note that at this point, the upgrade scripts will only have been
tested with demo data. Please report any issue you might encounter while testing via the `Odoo
Support page <https://www.odoo.com/help>`_ and make sure to be happy with your test version before
requesting the upgrade of your database in production.

.. _upgrade-faq/duration:

Duration of the upgrade
=======================

It is impossible to give time estimates for every upgrade request.

In general, the "smaller" the database, the quickest the upgrade request is completed. A single-user
database that uses only CRM will be processed faster than a multi-company, multi-user database that
uses Accounting, Sales, Purchase, and Manufacturing.

You can expect the time it takes for the platform to upgrade the test database to be similar to the
production upgrade.

.. _upgrade-faq/project:

Duration of the upgrade project
-------------------------------

It depends on the user involvement (the time spent on testing, reporting problems, etc.) and the
issues encountered that might need to be addressed by our technical team.

So, in a nutshell, what can impact your upgrade lead time?

* Source & targeted versions
* Installed apps
* Volume of data
* Amount of customization (models, fields, methods, workflows, reports, website, etc.)
* Installation of new apps or configuration changes after the start of the test phase
* User commitment

.. _upgrade-faq/custom-modules:

Upgrade of the custom modules
=============================

As stated in our :doc:`/legal/terms/enterprise`, section :ref:`charges_standard`, this optional
service is subject to additional fees.

Depending on your situation, the custom code could be upgraded by our services, by one of our
partners, or you can do it yourself.

.. note:: |assistance-contact|

.. _upgrade-faq/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:

Editions change (from Community to Enterprise)
==============================================

The upgrade always returns an Enterprise edition of Odoo, whether the database you sent was a
community or enterprise edition. It is required to have an enterprise subscription to upgrade.

 .. note::
    If you need assistance on this matter,  please contact us via the `Odoo Support page
    <https://www.odoo.com/help>`_.

.. seealso::
   - `Editions <https://www.odoo.com/page/editions>`_

.. _upgrade-faq/hosting-types-switch:

Switching the hosting types (Self-Hosting vs. Online Hosting - SaaS vs. Cloud Platform - Odoo.sh)
=================================================================================================

An upgrade does not cover a change of `Hosting types <https://www.odoo.com/page/hosting-types>`_.

Open the following link to get :doc:`more information about how to change your hosting type
<../maintain/hosting_changes>`.

.. note:: |assistance-contact|

.. _upgrade-faq/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:

Release Notes by version
========================

Open our `Release Note <https://www.odoo.com/page/release-notes>`_ page to get a summary of the new
features and improvements made in each version.

How long is my test available for
=================================

An Odoo Online (SaaS) test database is available for one month by default. We can extend this trial
period upon request. For Odoo.sh or on-premise, there is no restriction.

How many tests to perform before upgrading to production?
=========================================================

As many as needed. When you are comfortable with the database, run a last test upgrade 48 hours
before requesting your production upgrade and test your workflows one last time.

How to/Where to report upgrade issues?
======================================

If you encounter issues during the upgrade process, please contact the Odoo Support through the
`Odoo Support page <https://www.odoo.com/help>`_.

- To report an issue discovered during the testing phase, please select **An issue related to my
  upgrade (test phase)**.
- To report an issue discovered post-upgrade, please select **An issue related to my upgrade
  (production)**.

Upgrading to production
=======================

Once you have completed testing and are happy with the result, you decide on a date and time when
you stop users from accessing Odoo, freeze all data entries, and create an upgrade request for the
production upgrade.

How is my data handled in the Upgrade Platform?
===============================================

The Odoo Upgrade platform uses the same Privacy Policy as the rest of Odoo.com services.

Your data is hosted on servers that follow our security guidelines, namely:

- SSL - All web connections to client instances are protected with 256-bit SSL encryption
  (HTTPS with a 2048-bit modulus SSL certificate), and running behind Grade A SSL stacks. All our
  certificate chains are using SHA-2 already.
- Safe System - Our servers are running recent Linux distribution with up-to-date security patches,
  with firewall and intrusion countermeasures (not disclosed for obvious reasons).

Servers are located at the same locations as our Cloud providers with the following services:

- Restricted perimeter, physically accessed by authorized data center employees only
- Physical access control with security badges or biometrical security
- Security cameras monitoring the data center locations 24/7
- Security personnel on-site 24/7

The uploaded and migrated databases uploaded to the Upgrade platform are kept for up to 3 months and
are permanently deleted following that period.

You can learn more about privacy and data handling at Odoo by visiting our `General Data Protection
Regulation page <https://www.odoo.com/gdpr>`_.

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.