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206 lines
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:banner: banners/db_management.jpg
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.. _db_management/documentation:
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============================
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How to manage your databases
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============================
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As the administrator of your database, you are responsible for its usage.
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This includes the Apps you install as well as the number of users currently
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in use.
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Odoo is many things (ERP, CMS, CRM application, e-Commerce backend, etc.)
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but it is *not* a smartphone. You should apply caution when adding/removing
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features (especially Apps) on your database since this may impact your
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subscription amount significantly (or switch you from a free account
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to a paying one on our online platform).
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This page contains some information as to how you can manage your Odoo
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instances. The most important section concern the
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:ref:`duplication <duplicate>` of your database: whenever you wish to
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install or remove an App, you should **always** test it first on a duplicate
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of your production database. That way, if something goes wrong, your
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day-to-day business is not impacted.
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.. note:: If you have questions about the content of this page or if you
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encounter an issue while carrying out these procedures, please contact
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us through our `support form <https://www.odoo.com/help>`__.
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.. note:: Database duplication, renaming, custom DNS, etc. is not available
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to free customers of our Online platform.
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.. _duplicate:
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Duplicating a database (online)
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===============================
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Access the `database management page <https://www.odoo.com/my/databases>`__
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(you will have to sign in). Next, make sure you are connected as the
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administrator of the database you want to duplicate. After that, click
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on the **Manage Your Databases** button.
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.. image:: media/databases.png
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:align: center
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In the line of the database you want to duplicate, you will have a few
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buttons. To duplicate your database, just click **Duplicate**. You will
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have to give a name to your duplicate, then click **Duplicate Database**.
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.. image:: media/db_buttons.png
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:align: center
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.. image:: media/db_duplicate.png
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:align: center
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.. danger:: A duplicated database has the same behaviour as a real one:
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* Emails are sent
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* Payments are processed (in the e-commerce, for example)
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* Delivery orders (shipping providers) are sent
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* Etc.
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It is **strongly** advised to test behaviour using sample
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customers/products (with a `disposable e-mail <http://www.mailinator.com>`__
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address, for example)
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After a few seconds, you will be logged in your duplicated database.
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Notice that the url uses the name you chose for your duplicated
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database.
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.. note :: Duplicate databases expire automatically after 15 days.
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.. image:: media/dup_expires.png
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:align: center
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Duplicating a database (on-premise)
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===================================
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You can duplicate your database by accessing the database manager on your
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server (<odoo-server>/web/database/manager). In this page, you can easily
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duplicate your database (among other things).
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.. image:: media/db_manager.gif
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:align: center
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When you duplicate a local database, it is **strongly** advised to change
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the duplicated database's uuid (Unniversally Unique Identifier), since this
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uuid is how your database identifies itself with our servers. Having two
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databases with the same uuid could result in invoicing problems or registration
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problems down the line.
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.. note:: From July 2016 onward, Odoo 9 now automatically change the uuid of a
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duplicated database; a manual operation is no longer required.
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The database uuid is currently accessible from the menu **Settings > Technical
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> System Parameters**, we advise you to use a
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`uuid generator <https://www.uuidgenerator.net>`__ or to use the unix command
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``uuidgen`` to generate a new uuid. You can then simply replace it like any
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other record by clicking on it and using the edit button.
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.. image:: media/db_uuid.png
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:align: center
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Deactivating Users
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==================
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.. note:: Make sure you have sufficient **administrative rights** if
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you want to change the status of any of your users.
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In your Odoo instance, click on **Settings**. You will have a section
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showing you the active users on your database. Click on **Manage
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access rights.**
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+----------------+----------------+
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| |settings| | |browse_users| |
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+----------------+----------------+
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You'll then see the list of your users.
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.. image:: media/list_users.png
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:align: center
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.. note:: The pre-selected filter *Internal Users* shows your paying
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users (different from the *Portal Users* which are free). If you
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remove this filter, you'll get all your users (the ones you pay for
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and the portal ones)
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In your list of users, click on the user you want to deactivate. As soon
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as you are on the userform, go with your mouse cursor on the status
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**Active** (top right). Click on Active and you will notice that the
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status will change to **Inactive** immediately.
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.. image:: media/deactivate_user.gif
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:align: center
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The user is now deactivated.
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.. danger:: **Never** deactivate the main user (*admin*)
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Uninstalling Apps
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=================
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.. warning:: Make sure you first test what you are about to do on a
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:ref:`duplicate <duplicate>` of your database before making any
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changes (*especially* installing/uninstalling apps).
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In your Odoo instance click on **Settings**; in this app, you will be
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able to see how many applications you have installed. Click on **Browse
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Apps** to access the list of your installed applications.
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+----------------+----------------+
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| |settings| | |browse_apps| |
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+----------------+----------------+
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In your applications' dashboard, you will see all the icons of your
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applications. Click on the application you want to uninstall. Then, on
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the form of the application, click on **Uninstall**.
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.. image:: media/uninstall.png
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:align: center
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.. danger:: Some applications have dependencies, like Invoicing, eCommerce,
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etc. Therefore, the system will give you a warning message to advise
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you of what is about to be removed. If you uninstall your application,
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all its dependencies will be uninstalled as well (and the data in them
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will permanently disappear). If you are sure you still want to uninstall
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it, then click **Confirm**.
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Last, after having checked the warning message (if any), click **Confirm**.
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.. image:: media/uninstall_deps.png
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:align: center
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You have finished uninstalling your application.
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Good to know
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============
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* **Uninstalling apps, managing users, etc. is up to you**: no one else can
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know if your business flow is broken better than you. If we were to uninstall
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applications for you, we would never be able to tell if relevant data had
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been removed or if one of your business flow was broken because we *do not
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know how you work* and therefore cannot validate these kinds of operations.
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* **Odoo Apps have dependencies**: this means that you may need to install
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modules that you do not actively use to access some features of Odoo
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you might need. For example, the Website Builder app is needed to be
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able to show your customer their Quotes in a web page. Even though you
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might not need or use the Website itself, it is needed for the Online
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Quotes feature to work properly.
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* **Always test app installation/removal on a duplicate** (or on a
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free trial database): that way you can know what other apps may
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be required, etc. This will avoid surprises when uninstalling
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or when receiving your invoices.
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.. |settings| image:: media/settings_app.png
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.. |browse_apps| image:: media/browse_apps.png
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.. |browse_users| image:: media/browse_users.png
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