documentation/content/administration/odoo_sh/getting_started/create.rst
Antoine Vandevenne (anv) e3fee2cf46 [REF][MOV] documentation apocalypse
Prior to this commit, the Odoo documentation was mainly split between
two repositories: odoo/odoo/doc and odoo/documentation-user. Some bits
of documentation were also hosted elsewhere (e.g., wiki, upgrade, ...).
This was causing several problems among which:
  - The theme, config, Makefile, and similar technical resources had to
    be duplicated. This resulted in inconsistent layout, features, and
    build environments from one documentation to another.
  - Some pages did not fit either documentation as they were relevant
    for both users and developers. Some were relevant to neither of the
    two (e.g., DB management).
  - Cross-doc references had to be absolute links and they broke often.
  - Merging large image files in the developer documentation would bloat
    the odoo/odoo repository. Some contributions had to be lightened to
    avoid merging too many images (e.g., Odoo development tutorials).
  - Long-time contributors to the user documentation were chilly about
    going through the merging process of the developer documentation
    because of the runbot, mergebot, `odoo-dev` repository, etc.
  - Some contributors would look for the developer documentation in the
    `odoo/documentation-user` repository.
  - Community issues about the user documentation were submitted on the
    `odoo/odoo` repository and vice-versa.

Merging all documentations in one repository will allow us to have one
place, one theme, one work process, and one set of tools (build
environment, ...) for all of the Odoo docs.

As this is a good opportunity to revamp the layout of the documentation,
a brand new theme replaces the old one. It features a new way to
navigate the documentation, centered on the idea of always letting the
reader know what is the context (enclosing section, child pages, page
structure ...) of the page they are reading. The previous theme would
quickly confuse readers as they navigated the documentation and followed
cross-application links.

The chance is also taken to get rid of all the technical dangling parts,
performance issues, and left-overs. Except for some page-specific JS
scripts, the Odoo theme Sphinx extension is re-written from scratch
based on the latest Sphinx release to benefit from the improvements and
ease future contributions.

task-2351938
task-2352371
task-2205684
task-2352544

Closes #945
2021-05-04 15:44:00 +02:00

187 lines
7.1 KiB
ReStructuredText

.. _odoosh-gettingstarted-create:
==================================
Create your project
==================================
Deploy your platform
====================
Go to `Odoo.sh <https://www.odoo.sh/>`_ and hit the *Deploy your platform* button.
.. image:: ./media/deploy.png
:align: center
Sign in with Github
===================
Sign in with your Github account. If you do not have an account yet, hit the *Create an account* link.
.. image:: ./media/github-signin.png
:align: center
Authorize Odoo.sh
=================
Grant Odoo.sh the required accesses to your account by clicking the *Authorize* button.
.. image:: ./media/github-authorize.png
:align: center
Odoo.sh basically needs:
* to know your Github login and email,
* to create a new repository in case you decide to start from scratch,
* to read your existing repositories, including the ones of your organizations, in case you want to start from an existing repository,
* to create a webhook to be notified each time you push changes,
* to commit changes to make your deployment easier, merging branches or adding new `submodules <https://git-scm.com/book/en/v2/Git-Tools-Submodules>`_ for example.
Submit your project
===================
Choose if you want to start from scratch by creating a new repository, or if you want to use an existing repository.
Then, choose a name or select the repository you want to use.
Choose the Odoo version you want to use. If you plan to import an existing database or an existing set of applications, you might need to choose the according version. If you start from scratch, use the latest version.
Enter your *subscription code*. This is also called *subscription referral*, *contract number* or *activation code*.
It should be the code of your Enterprise subscription that includes Odoo.sh.
Partners can use their partnership codes to start a trial. Should their clients start a project, they ought to get an Enterprise subscription including Odoo.sh and use its subscription code. The partner will get the full amount as back commission.
Contact your sales representative or account manager in order to get it.
When submitting the form, if you are notified your subscription is not valid, it either means:
* it is not an existing subscription,
* it is not a partnership subscription,
* it is an enterprise subscription, but which does not include Odoo.sh,
* it is neither a partnership subscription or an enterprise subscription (e.g. an online subscription).
In case of doubt with your subscription, please contact the `Odoo support <https://www.odoo.com/help>`_.
.. image:: ./media/deploy-form.png
:align: center
You're done !
=============
You can start using Odoo.sh. Your first build is about to be created. You will soon be able to connect to your first database.
.. image:: ./media/deploy-done.png
:align: center
.. _odoo_sh_import_your_database:
Import your database
====================
You can import your database in your Odoo.sh project as long as this is an Odoo 10.0, 11.0 or 12.0 database.
Push your modules in production
-------------------------------
If you use community or custom modules, add them in a branch in your Github repository.
Databases hosted on the Odoo.com online platform do not have any custom modules.
Users of these databases can therefore skip this step.
You can structure your modules as you wish, Odoo.sh will automatically detect the folders containing Odoo addons.
For instance, you can put all your modules folder in the root directory of your repository,
or group the modules in folders by categories that you define (accounting, project, ...).
For community modules available in public Git repositories,
you can also consider to add them using :ref:`Submodules <odoosh-advanced-submodules>`.
Then, either :ref:`make this branch the production branch <odoosh-gettingstarted-branches-stages>`,
or :ref:`merge it into your production branch <odoosh-gettingstarted-branches-mergingbranches>`.
Download a backup
-----------------
On-premise databases
~~~~~~~~~~~~~~~~~~~~
Access the URL :file:`/web/database/manager` of your on-premise database and download a backup.
.. Warning::
If you cannot access the database manager, it may have been disabled by your system administrator.
See the `database manager security documentation
<https://www.odoo.com/documentation/12.0/setup/deploy.html#database-manager-security>`_.
You will need the master password of your database server. If you do not have it, contact your system administrator.
.. image:: ./media/create-import-onpremise-backup.png
:align: center
Choose a zip including the filestore as the backup format.
.. image:: ./media/create-import-onpremise-backup-dialog.png
:align: center
Odoo Online databases
~~~~~~~~~~~~~~~~~~~~~
`Access your databases manager <https://accounts.odoo.com/my/databases/manage>`_ and download a backup of your database.
.. image:: ./media/create-import-online-backup.png
:align: center
.. Warning::
Saas releases (e.g. *saas-**) are not supported on Odoo.sh.
Upload the backup
-----------------
Then, in your Odoo.sh project, in the backups tab of your production branch, import the backup you just downloaded.
.. image:: ./media/create-import-production.png
:align: center
Once the backup imported, you can access the database using the *Connect* button in the history of the branch.
.. image:: ./media/create-import-production-done.png
:align: center
Check your outgoing email servers
---------------------------------
There is a default mail server provided with Odoo.sh.
To use it, there must be no enabled outgoing mail server configured in your database in
:menuselection:`Settings --> Technical --> Outgoing Mail Servers` (Developer mode must be activated).
After the import of your database,
all outgoing email servers are disabled so you use the Odoo.sh email server provided by default.
.. Warning::
Port 25 is (and will stay) closed. If you want to connect to an external SMTP server, you should use ports 465 and 587.
Check your scheduled actions
----------------------------
All scheduled actions are disabled after the import.
This is to prevent your newly imported database to perform actions that could impact your running production,
such as sending the mails remaining in the queue, processing mass mailings, or third-party services synchronization
(Calendars, files hosting, ...).
If you plan to make the imported database your production, enable the scheduled actions you need.
You can check what is enabled in the database of origin and enable the same actions in the imported database.
Scheduled actions are located under :menuselection:`Settings --> Technical --> Automation --> Scheduled Actions`.
Register your subscription
--------------------------
Your subscription is unlinked after the import.
The imported database is considered a duplicate by default and the enterprise subscription is therefore removed,
as you can only have one database linked per subscription.
If you plan to make it your production,
unlink your former database from the subscription, and register the newly imported database.
Read the :ref:`database registration documentation <db_premise>` for instructions.