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13.0-unuse
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13.0-odoos
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1
.gitignore
vendored
@@ -4,7 +4,6 @@
|
||||
|
||||
# Sphinx build files
|
||||
_build/
|
||||
extensions/odoo_theme/static/style.css
|
||||
|
||||
# Dependencies
|
||||
odoo
|
||||
|
||||
@@ -47,6 +47,11 @@ file_filter = locale/<lang>/LC_MESSAGES/services.po
|
||||
source_file = locale/sources/services.pot
|
||||
source_lang = en
|
||||
|
||||
[odoo-13-doc.theme]
|
||||
file_filter = locale/<lang>/LC_MESSAGES/sphinx.po
|
||||
source_file = locale/sources/sphinx.pot
|
||||
source_lang = en
|
||||
|
||||
[odoo-13-doc.user_settings]
|
||||
file_filter = locale/<lang>/LC_MESSAGES/settings.po
|
||||
source_file = locale/sources/settings.pot
|
||||
@@ -55,4 +60,4 @@ source_lang = en
|
||||
[odoo-13-doc.websites]
|
||||
file_filter = locale/<lang>/LC_MESSAGES/websites.po
|
||||
source_file = locale/sources/websites.pot
|
||||
source_lang = en
|
||||
source_lang = en
|
||||
23
Makefile
@@ -5,6 +5,14 @@ ifndef WORKERS
|
||||
WORKERS = auto
|
||||
endif
|
||||
|
||||
ifndef BUILD_DIR
|
||||
BUILD_DIR = _build
|
||||
endif
|
||||
|
||||
ifndef CURRENT_LANG
|
||||
CURRENT_LANG = en
|
||||
endif
|
||||
|
||||
SPHINX_BUILD = sphinx-build
|
||||
CONFIG_DIR = .
|
||||
SPHINXOPTS = -D project_root=$(ROOT) -D canonical_version=$(CANONICAL_VERSION) \
|
||||
@@ -13,7 +21,6 @@ SPHINXOPTS = -D project_root=$(ROOT) -D canonical_version=$(CANONICAL_VERSIO
|
||||
-A google_analytics_key=$(GOOGLE_ANALYTICS_KEY) \
|
||||
-j $(WORKERS)
|
||||
SOURCE_DIR = content
|
||||
BUILD_DIR = _build
|
||||
|
||||
HTML_BUILD_DIR = $(BUILD_DIR)/html
|
||||
ifdef VERSIONS
|
||||
@@ -37,10 +44,9 @@ help:
|
||||
clean:
|
||||
@echo "Cleaning build files..."
|
||||
rm -rf $(BUILD_DIR)/*
|
||||
rm extensions/odoo_theme/static/style.css
|
||||
@echo "Cleaning finished."
|
||||
|
||||
html: extensions/odoo_theme/static/style.css
|
||||
html: $(HTML_BUILD_DIR)/_static/style.css
|
||||
@echo "Starting build..."
|
||||
$(SPHINX_BUILD) -c $(CONFIG_DIR) -b html $(SPHINXOPTS) $(SOURCE_DIR) $(HTML_BUILD_DIR)
|
||||
@echo "Build finished."
|
||||
@@ -60,9 +66,10 @@ gettext:
|
||||
$(SPHINX_BUILD) -c $(CONFIG_DIR) -b gettext $(SOURCE_DIR) locale/sources
|
||||
@echo "Generation finished."
|
||||
|
||||
extensions/odoo_theme/static/style.css: extensions/odoo_theme/static/style.scss extensions/odoo_theme/static/scss/*.scss
|
||||
$(HTML_BUILD_DIR)/_static/style.css: extensions/odoo_theme/static/style.scss extensions/odoo_theme/static/scss/*.scss
|
||||
@echo "Compiling stylesheets..."
|
||||
pysassc $(subst .css,.scss,$@) $@
|
||||
mkdir -p $(HTML_BUILD_DIR)/_static
|
||||
pysassc extensions/odoo_theme/static/style.scss $(HTML_BUILD_DIR)/_static/style.css
|
||||
@echo "Compilation finished."
|
||||
|
||||
#=== Development and debugging rules ===#
|
||||
@@ -70,6 +77,6 @@ extensions/odoo_theme/static/style.css: extensions/odoo_theme/static/style.scss
|
||||
fast: SPHINXOPTS += -A collapse_menu=True
|
||||
fast: html
|
||||
|
||||
static: extensions/odoo_theme/static/style.css
|
||||
cp -r extensions/odoo_theme/static/* _build/html/_static/
|
||||
cp -r static/* _build/html/_static/
|
||||
static: $(HTML_BUILD_DIR)/static/style.css
|
||||
cp -r extensions/odoo_theme/static/* $(HTML_BUILD_DIR)/_static/
|
||||
cp -r static/* $(HTML_BUILD_DIR)/_static/
|
||||
|
||||
8
conf.py
@@ -60,6 +60,11 @@ sys.path.insert(0, str(extension_dir.absolute()))
|
||||
# Search for the directory of odoo sources to know whether autodoc should be used on the dev doc
|
||||
odoo_dir = Path('odoo')
|
||||
odoo_dir_in_path = False
|
||||
if not odoo_dir.is_dir():
|
||||
parent_odoo_dir = Path('../odoo')
|
||||
if parent_odoo_dir.is_dir():
|
||||
_logger.info('Using parent dir to find odoo sources')
|
||||
odoo_dir = parent_odoo_dir
|
||||
if not odoo_dir.is_dir():
|
||||
_logger.warning(
|
||||
f"Could not find Odoo sources directory at {odoo_dir.absolute()}.\n"
|
||||
@@ -130,6 +135,7 @@ github_user = 'odoo'
|
||||
github_project = 'documentation'
|
||||
|
||||
locale_dirs = ['../locale/']
|
||||
templates_path = ['../extensions']
|
||||
|
||||
# custom docname_to_domain to divide the translations of applications in subdirectories
|
||||
sphinx.transforms.i18n.docname_to_domain = (
|
||||
@@ -284,7 +290,7 @@ def _generate_alternate_urls(app, pagename, templatename, context, doctree):
|
||||
for _alternate_version in sorted(_alternate_versions, reverse=True)
|
||||
if _alternate_version != version and (
|
||||
_alternate_version != 'master' or pagename.startswith('developer')
|
||||
)
|
||||
) and not _alternate_version.startswith('saas')
|
||||
]
|
||||
|
||||
def _localize():
|
||||
|
||||
@@ -1,14 +1,22 @@
|
||||
==============
|
||||
Administration
|
||||
==============
|
||||
:nosearch:
|
||||
:show-content:
|
||||
:hide-page-toc:
|
||||
:show-toc:
|
||||
|
||||
====================
|
||||
Install and Maintain
|
||||
====================
|
||||
|
||||
These guides provide instructions on how to install, maintain and upgrade Odoo databases.
|
||||
|
||||
.. seealso::
|
||||
:doc:`History of Versions <administration/maintain/supported_versions>`
|
||||
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
administration/install
|
||||
administration/deployment
|
||||
administration/update
|
||||
administration/db_upgrade
|
||||
administration/maintain
|
||||
administration/upgrade
|
||||
administration/odoo_sh
|
||||
administration/db_management
|
||||
administration/enterprise
|
||||
|
||||
@@ -1,10 +0,0 @@
|
||||
===================
|
||||
Database Management
|
||||
===================
|
||||
|
||||
|
||||
.. toctree::
|
||||
|
||||
db_management/db_online
|
||||
db_management/db_premise
|
||||
db_management/hosting_changes
|
||||
@@ -1,233 +0,0 @@
|
||||
|
||||
.. _db_online:
|
||||
|
||||
==========================
|
||||
Online Database management
|
||||
==========================
|
||||
|
||||
To manage your databases, access the `database management page
|
||||
<https://www.odoo.com/my/databases>`__ (you will have to sign in). Then click
|
||||
on the `Manage Your Databases <https://www.odoo.com/my/databases/manage>`__
|
||||
button.
|
||||
|
||||
.. image:: media/databases.png
|
||||
:align: center
|
||||
|
||||
Make sure you are connected as the administrator of the database you
|
||||
want to manage - many operations depends on identifying you remotely to that
|
||||
database.
|
||||
|
||||
Several actions are available:
|
||||
|
||||
.. image:: media/db_buttons.png
|
||||
:align: center
|
||||
|
||||
* :ref:`Upgrade <upgrade_button>`
|
||||
Upgrade your database to the latest Odoo version to enjoy cutting-edge
|
||||
features
|
||||
* :ref:`Duplicate <duplicate_online>`
|
||||
Make an exact copy of your database, if you want
|
||||
to try out new apps or new flows without compromising
|
||||
your daily operations
|
||||
* :ref:`Rename <rename_online_database>`
|
||||
Rename your database (and its URL)
|
||||
* **Backup**
|
||||
Download an instant backup of your database; note that we
|
||||
back up databases daily according to our Odoo Cloud SLA
|
||||
* :ref:`Domains <custom_domain>`
|
||||
Configure custom domains to access your
|
||||
database via another URL
|
||||
* :ref:`Delete <delete_online_database>`
|
||||
Delete a database instantly
|
||||
* Contact Support
|
||||
Access our `support page <https://www.odoo.com/help>`__
|
||||
with the correct database already selected
|
||||
|
||||
.. _upgrade_button:
|
||||
|
||||
Upgrade
|
||||
=======
|
||||
|
||||
.. warning:: Upgrading your database to a newer version of Odoo is a complex operation
|
||||
that require time and caution. It is extremely important that you
|
||||
fully test the process before upgrading your production database.
|
||||
|
||||
Odoo releases new versions regularly (at least once a year), and upgrading your
|
||||
database to enjoy new Odoo features is part of the Odoo Online experience.
|
||||
|
||||
The upgrade process can take some time, especially if you use multiple apps or
|
||||
apps that manage sensitive data (e.g. Accounting, Inventory, etc.). In general,
|
||||
the 'smaller' the database, the quickest the upgrade. 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.
|
||||
|
||||
Unfortunately, it is impossible to give time estimates for every upgrade request,
|
||||
since Odoo.com will test manually every database upgrade at least once and will
|
||||
need to correct/adapt changes made to the standard Odoo Apps (e.g. through Studio
|
||||
or through a Success Pack) on a case-by-case basis. This can make the process
|
||||
slower, since requests are treated in the order they arrive. This is especially
|
||||
true in the months following the release of a new major version, which can lengthen
|
||||
the upgrade delay significantly.
|
||||
|
||||
The upgrade process is quite simple from your point of view:
|
||||
|
||||
1. You request a test upgrade
|
||||
2. Once all tests have been validated **by you**, you upgrade your actual database
|
||||
|
||||
The process to request a test or a production (*actual*) upgrade is the same.
|
||||
|
||||
First, make sure to be connected to the database you want to upgrade and access the
|
||||
`database management page <https://www.odoo.com/my/databases>`__.
|
||||
|
||||
.. note:: You have to have an active session with access to the Settings app
|
||||
in the database you want to upgrade for the button to be visible.
|
||||
|
||||
On the line of the database you want to upgrade, click
|
||||
on the "Cog" menu. If an newer version of Odoo is available, you will see an 'Upgrade'
|
||||
button.
|
||||
|
||||
.. image:: media/upgrade1.png
|
||||
:align: center
|
||||
|
||||
You have the possibility to choose the target version of the upgrade. By default,
|
||||
we select the highest available version available for your database; if you were
|
||||
already in the process of testing an upgrade, we will automatically select the
|
||||
version you were already testing (even if we released a more recent version during
|
||||
your tests).
|
||||
|
||||
.. image:: media/upgrade_test.png
|
||||
:align: center
|
||||
|
||||
By clicking on the "Test upgrade" button, an upgrade request will be generated.
|
||||
Only one request can be made at time for each database; if a request has already
|
||||
been made, you will see an 'Upgrade Queued' note instead and asking another
|
||||
request will not be possible.
|
||||
|
||||
A test upgrade will create a copy of your database, upgrade it and make it
|
||||
available to you automatically once successful. If this is the first test you
|
||||
request for this particular database, a manual testing phase will be done by
|
||||
Odoo.com - this could take time (up to several weeks). Subsequent requests
|
||||
will not go through that manual testing step and will usually be made
|
||||
available in a few hours. Once the test database is available, you should
|
||||
receive an e-mail with the URL of the test database.
|
||||
|
||||
**Testing your database is the most important step of the upgrade process!**
|
||||
Even though we test all upgrades manually, we do not know your work processes.
|
||||
A change in standard workflows of Odoo in new versions might require you to
|
||||
change internal processes, or some of the customizations you made through Odoo
|
||||
Studio might not work properly. *It is up to you to make sure that everything
|
||||
works as it should!* You can report issues with your test database through our
|
||||
`Support page <https://www.odoo.com/help>`__.
|
||||
|
||||
Make sure to do one last test of your upgrade right before the final upgrade
|
||||
(e.g. the day before) to ensure everything will run smoothly. Downgrading is
|
||||
not possible and post-poning an upgrade is always easier than being prevented
|
||||
to work by an upgrade issue after the fact!
|
||||
|
||||
Once you are ready and you have validated all your tests, you can click
|
||||
again on the Upgrade button and confirm by clicking on Upgrade (the button
|
||||
with the little rocket!) to switch your production database to the new version.
|
||||
Your database will then be taken offline within the next 10 minutes and will be
|
||||
upgraded automatically; you receive a confirmation
|
||||
e-mail once the process is completed.
|
||||
|
||||
.. image:: media/upgrade_prod.png
|
||||
:align: center
|
||||
|
||||
.. warning::
|
||||
Your database will be taken offline during the upgrade (usually between 30min up to several hours
|
||||
for big databases), so make sure to plan your migration during non-business hours.
|
||||
|
||||
.. _duplicate_online:
|
||||
|
||||
Duplicating a database
|
||||
======================
|
||||
|
||||
.. note:: Database duplication, renaming, custom DNS, etc. is not available
|
||||
for trial databases on our Online platform. Paid Databases and "One App
|
||||
Free" database can duplicate without problem.
|
||||
|
||||
|
||||
In the line of the database you want to duplicate, you will have a few
|
||||
buttons. To duplicate your database, just click **Duplicate**. You will
|
||||
have to give a name to your duplicate, then click **Duplicate Database**.
|
||||
|
||||
.. image:: media/db_duplicate.png
|
||||
:align: center
|
||||
|
||||
.. danger:: If you do not check the "For testing purposes" checkbox when
|
||||
duplicating a database, all external communication will remain active:
|
||||
|
||||
* Emails are sent
|
||||
|
||||
* Payments are processed (in the e-commerce or Subscriptions apps, for
|
||||
example)
|
||||
|
||||
* Delivery orders (shipping providers) are sent
|
||||
|
||||
* Etc.
|
||||
|
||||
Make sure to check the checkbox "For testing purposes" if you want these
|
||||
behaviours to be disabled.
|
||||
|
||||
After a few seconds, you will be logged in your duplicated database.
|
||||
Notice that the url uses the name you chose for your duplicated
|
||||
database.
|
||||
|
||||
.. note::
|
||||
Duplicate databases expire automatically after 15 days.
|
||||
|
||||
.. image:: media/dup_expires.png
|
||||
:align: center
|
||||
|
||||
.. _rename_online_database:
|
||||
|
||||
Rename a Database
|
||||
===================
|
||||
|
||||
To rename your database, make sure you are connected to the database you want
|
||||
to rename, access the `database management page <https://www.odoo.com/my/databases>`__
|
||||
and click **Rename**. You will have to give a new name to your database,
|
||||
then click **Rename Database**.
|
||||
|
||||
.. image:: media/rename.png
|
||||
:align: center
|
||||
|
||||
.. _delete_online_database:
|
||||
|
||||
Deleting a Database
|
||||
===================
|
||||
|
||||
You can only delete databases of which you are the administrator.
|
||||
|
||||
.. danger:: When you delete your database all the data will be permanently lost.
|
||||
The deletion is instant and for all the Users. We advise you to do an
|
||||
instant backup of your database before deleting it, since the last automated
|
||||
daily backup may be several hours old at that point.
|
||||
|
||||
|
||||
From the `database management page <https://www.odoo.com/my/databases>`__,
|
||||
on the line of the database you want to delete, click on the "Delete" button.
|
||||
|
||||
.. image:: media/delete_button.png
|
||||
:align: center
|
||||
|
||||
|
||||
Read carefully the warning message that will appear and proceed only if you
|
||||
fully understand the implications of deleting a database:
|
||||
|
||||
.. image:: media/delete_warning.png
|
||||
:align: center
|
||||
|
||||
After a few seconds, the database will be deleted and the page will
|
||||
reload automatically.
|
||||
|
||||
.. note::
|
||||
* If you need to re-use this database name, it will be immediately available.
|
||||
|
||||
* It is not possible to delete a database if it is expired or linked
|
||||
to a Subscription. In these cases contact
|
||||
`Odoo Support <https://www.odoo.com/help>`__
|
||||
|
||||
* If you want to delete your Account, please contact
|
||||
`Odoo Support <https://www.odoo.com/help>`__
|
||||
|
Before Width: | Height: | Size: 9.2 KiB |
|
Before Width: | Height: | Size: 10 KiB |
|
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|
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|
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|
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|
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|
Before Width: | Height: | Size: 11 KiB |
|
Before Width: | Height: | Size: 13 KiB |
|
Before Width: | Height: | Size: 28 KiB |
|
Before Width: | Height: | Size: 35 KiB |
|
Before Width: | Height: | Size: 35 KiB |
@@ -1,415 +0,0 @@
|
||||
|
||||
.. |assistance-contact| replace::
|
||||
If you need Odoo assistance on this matter, please contact your Odoo Account Manager or contact
|
||||
our `Sales department`_.
|
||||
.. _Sales department: mailto:sales@odoo.com
|
||||
|
||||
.. _db-upgrade:
|
||||
|
||||
=======
|
||||
Upgrade
|
||||
=======
|
||||
|
||||
.. _db-upgrade/overview:
|
||||
|
||||
Overview
|
||||
========
|
||||
|
||||
.. _db-upgrade/process:
|
||||
|
||||
The upgrade process
|
||||
-------------------
|
||||
|
||||
This documentation is for our *On-Premise* (self-hosted) and *Odoo.sh* customers. If you are hosted
|
||||
Online, please check our :ref:`instruction page for our Online (SaaS) customers <upgrade_button>`.
|
||||
|
||||
.. _db-upgrade/definition:
|
||||
|
||||
Definition
|
||||
~~~~~~~~~~
|
||||
|
||||
An upgrade is switching to a newer version of Odoo (e.g., Odoo 13.0 to Odoo 14.0)
|
||||
|
||||
An upgrade does not cover:
|
||||
|
||||
* changing :ref:`Editions <db-upgrade/faq/editions-change>` (i.e., Community to Enterprise edition)
|
||||
* switching :ref:`hosting type <db-upgrade/faq/hosting-types-switch>` (i.e., On-Premise to Online or
|
||||
Odoo.sh)
|
||||
* migration from another ERP to Odoo
|
||||
|
||||
.. note:: |assistance-contact|
|
||||
|
||||
.. _db-upgrade/process-workflow:
|
||||
|
||||
Process workflow
|
||||
~~~~~~~~~~~~~~~~
|
||||
|
||||
The upgrade process in a nutshell:
|
||||
|
||||
#. You create a test upgrade request.
|
||||
#. | The request is processed by Odoo:
|
||||
| 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:`db-upgrade/test-guidance`)
|
||||
#. If there are any discrepancies, you report them to the Upgrade support team via the
|
||||
:ref:`Help portal <db-upgrade/test-assistance>`.
|
||||
#. We will fix the issues and send you a new test database.
|
||||
#. Once you 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.
|
||||
|
||||
.. _db-upgrade/service-level:
|
||||
|
||||
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 the technical conversion and adaptation of your database (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 upgrade of your own :ref:`custom modules
|
||||
<db-upgrade/faq/custom-modules>`
|
||||
* `Training <https://www.odoo.com/learn>`_ on the new version
|
||||
|
||||
You can get more information about your Enterprise Licence on our :ref:`Odoo Enterprise Subscription
|
||||
Agreement <upgrade>` page.
|
||||
|
||||
.. note:: |assistance-contact|
|
||||
|
||||
.. _db-upgrade/get-started:
|
||||
|
||||
Get started
|
||||
===========
|
||||
|
||||
The upgrade process varies depending on where your database is hosted.
|
||||
|
||||
.. _db-upgrade/online:
|
||||
|
||||
Online (SaaS)
|
||||
-------------
|
||||
|
||||
If you are hosted Online, please check our :ref:`instruction page for our Online (SaaS) customers
|
||||
<upgrade_button>`.
|
||||
|
||||
.. _db-upgrade/odoo-sh:
|
||||
|
||||
Odoo.sh
|
||||
-------
|
||||
|
||||
If you are Odoo.sh hosted, check our :doc:`specific instructions to be able to upgrade
|
||||
<odoo_sh/advanced/upgrade_your_database>`.
|
||||
|
||||
.. _db-upgrade/on-premise:
|
||||
|
||||
On-Premise
|
||||
----------
|
||||
|
||||
There are two possibilities:
|
||||
|
||||
#. Via the interface of our `website form <https://upgrade.odoo.com>`_
|
||||
#. | For technically-advanced users and partners, via the following command line (to be used on the
|
||||
machine where your database is hosted):
|
||||
| ``python <(curl -s beta.upgrade.odoo.com/upgrade) test -d <your db name> -t 14.0``
|
||||
|
||||
What does it do?
|
||||
~~~~~~~~~~~~~~~~
|
||||
|
||||
The above command will dump your database to a file, then send it to the upgrade platform for
|
||||
upgrade, displaying you the live logs, then restore the upgraded database back on your server as a
|
||||
duplicate test database.
|
||||
|
||||
.. _db-upgrade/steps:
|
||||
|
||||
Steps
|
||||
=====
|
||||
|
||||
.. _db-upgrade/steps-test:
|
||||
|
||||
The testing phase
|
||||
-----------------
|
||||
|
||||
.. _db-upgrade/test-process:
|
||||
|
||||
Test process
|
||||
~~~~~~~~~~~~
|
||||
|
||||
Also referred to as the pre-production phase, the test 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 often as you
|
||||
want (one at a time).
|
||||
|
||||
Once you receive your upgraded test database, you should check that all data, processes and
|
||||
functionality are still correct and working as expected.
|
||||
|
||||
If you do find discrepancies, you'll be able to:
|
||||
|
||||
* | :ref:`Report your issues <db-upgrade/test-assistance>`
|
||||
| and/or
|
||||
* Ask for a new :ref:`test request <db-upgrade/test-db-request>` after the reported issues have
|
||||
been fixed in the upgrade script.
|
||||
|
||||
When you do not find any discrepancies, you'll be able to:
|
||||
|
||||
* Move on to the upgrade of your :ref:`production database <db-upgrade/production-live>`.
|
||||
|
||||
.. _db-upgrade/test-db-request:
|
||||
|
||||
Request a test database
|
||||
~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
When filling the `website form <https://upgrade.odoo.com>`_, select *Testing* purpose.
|
||||
|
||||
.. image:: media/db-upgrade-test-purpose.png
|
||||
:align: center
|
||||
:alt: Selection of the "Testing" purpose in the upgrade form on Odoo
|
||||
|
||||
.. _db-upgrade/test-guidance:
|
||||
|
||||
Test guidance
|
||||
~~~~~~~~~~~~~
|
||||
|
||||
Every business and organization has its own operational needs and will have to test its specific
|
||||
Odoo instance respectively. However, we recommend you look at `the test scenario
|
||||
<https://drive.google.com/open?id=1Lm4JqbsHBirB1wMi14UChoz_YHLjx5ec>`_ we created, a high-level idea
|
||||
of what you should test and look out for.
|
||||
|
||||
.. todo:: change link "test scenario" once the related doc is published
|
||||
|
||||
.. _db-upgrade/test-assistance:
|
||||
|
||||
Assistance
|
||||
~~~~~~~~~~
|
||||
|
||||
If you encounter issues or problems in the **test database**, please contact the Odoo Upgrade
|
||||
Support:
|
||||
|
||||
#. Connect to our `Odoo Support page <https://www.odoo.com/help>`_.
|
||||
#. Under the *Ticket Description* section, select *An issue related to my upgrade* ticket type.
|
||||
|
||||
.. image:: media/db-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 than the upgrade one and will slow down the processing and response time.
|
||||
|
||||
#. Please provide as much detail as you can. Where applicable, illustrate the current and previous
|
||||
flows with videos and/or screenshots. This will avoid clarifying questions and speed up the
|
||||
resolution process significantly.
|
||||
|
||||
.. image:: media/db-upgrade-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|
|
||||
|
||||
.. _db-upgrade/steps-production:
|
||||
|
||||
The production launch
|
||||
---------------------
|
||||
|
||||
.. _db-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 <db-upgrade/steps-test>` 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:: media/db-upgrade-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)
|
||||
|
||||
.. _db-upgrade/production-assistance:
|
||||
|
||||
Assistance
|
||||
~~~~~~~~~~
|
||||
|
||||
If you encounter issues or problems in the **production database**, please contact the **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. Where applicable, illustrate the current and previous
|
||||
flows with videos and/or screenshots. This will avoid clarifying questions and speed up the
|
||||
resolution process significantly.
|
||||
|
||||
.. image:: media/db-upgrade-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.
|
||||
|
||||
.. _db-upgrade/faq:
|
||||
|
||||
FAQ
|
||||
===
|
||||
|
||||
.. _db-upgrade/faq/why:
|
||||
|
||||
Why upgrade?
|
||||
------------
|
||||
|
||||
* You benefit from the latest features of the :ref:`new major version
|
||||
<db-upgrade/faq/release-notes>` released by Odoo.
|
||||
* If you are in an :ref:`unsupported version <db-upgrade/supported-versions>`, you get a new version
|
||||
with support.
|
||||
|
||||
.. _db-upgrade/faq/when:
|
||||
|
||||
When to upgrade?
|
||||
----------------
|
||||
|
||||
Whenever you want. You can make your upgrade request as soon as a new version is released on our
|
||||
`website form <https://upgrade.odoo.com>`_.
|
||||
|
||||
.. _db-upgrade/faq/availability:
|
||||
|
||||
Availability of the new version
|
||||
-------------------------------
|
||||
|
||||
Please kindly note that as soon as we announce the release of a new major version (usually at the
|
||||
end of year), the Upgrade Service team needs to adapt the upgrade scripts to it, which is why the
|
||||
new version is not immediately available for existing databases.
|
||||
|
||||
.. _db-upgrade/faq/finalization:
|
||||
|
||||
Finalization of the upgrade (:abbr:`ETA (Estimated Time of Arrival)`)
|
||||
---------------------------------------------------------------------
|
||||
|
||||
Unfortunately, it is impossible to give time estimates for every upgrade request. Odoo offers so
|
||||
many possibilities (e.g. branding, workflows, customization, etc) that it can get tricky to upgrade,
|
||||
and translate to the new structure. If you use multiple apps managing sensitive data (e.g.,
|
||||
Accounting, Inventory, etc.), some cases may still require a human intervention, making the process
|
||||
slower.
|
||||
|
||||
This is especially true during the first months following the release of a new major version, which
|
||||
can significantly lengthen the upgrade delay.
|
||||
|
||||
In general, the ‘smaller’ the database, the quickest the upgrade. 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.
|
||||
|
||||
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
|
||||
|
||||
Usually, the delays experienced during the first request (waiting time between the time you
|
||||
submitted your first request for a test upgrade) can generally give you an idea of the time to wait
|
||||
for the production request.
|
||||
|
||||
.. _db-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.
|
||||
|
||||
If you have a custom code, you can choose to have it upgraded by our services, by one of our
|
||||
`partners <https://www.odoo.com/partners>`_ or you can do it yourself.
|
||||
|
||||
.. note:: |assistance-contact|
|
||||
|
||||
.. _db-upgrade/faq/editions-change:
|
||||
|
||||
Editions change (from Community to Enterprise)
|
||||
----------------------------------------------
|
||||
|
||||
An upgrade does not cover a change of `Editions <https://www.odoo.com/page/editions>`_
|
||||
|
||||
.. note:: |assistance-contact|
|
||||
|
||||
.. _db-upgrade/faq/hosting-types-switch:
|
||||
|
||||
Switching the hosting types (Self-hosted vs Online vs 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
|
||||
<db_management/hosting_changes>`.
|
||||
|
||||
.. note:: |assistance-contact|
|
||||
|
||||
.. _db-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.
|
||||
|
||||
.. _db-upgrade/assistance:
|
||||
|
||||
Assistance
|
||||
==========
|
||||
|
||||
.. _db-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 very pleased to answer it as soon as possible.
|
||||
|
||||
.. _db-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 a longer support (before having to
|
||||
upgrade again).
|
||||
|
||||
You can get more information about our :doc:`supported versions <../services/support/supported_versions>`.
|
||||
@@ -1,10 +0,0 @@
|
||||
==========
|
||||
Deployment
|
||||
==========
|
||||
|
||||
|
||||
.. toctree::
|
||||
|
||||
deployment/deploy
|
||||
deployment/cdn
|
||||
deployment/email_gateway
|
||||
@@ -1,782 +1,12 @@
|
||||
:nosearch:
|
||||
|
||||
.. _setup/install:
|
||||
=======
|
||||
Install
|
||||
=======
|
||||
|
||||
===============
|
||||
Installing Odoo
|
||||
===============
|
||||
.. toctree::
|
||||
|
||||
There are multiple ways to install Odoo, or not install it at all, depending
|
||||
on the intended use case.
|
||||
|
||||
This documents attempts to describe most of the installation options.
|
||||
|
||||
:ref:`setup/install/online`
|
||||
The easiest way to use Odoo in production or to try it.
|
||||
|
||||
:ref:`setup/install/packaged`
|
||||
Suitable for testing Odoo, developing modules and can be used for
|
||||
long-term production use with additional deployment and maintenance work.
|
||||
|
||||
:ref:`setup/install/source`
|
||||
Provides greater flexibility: e.g. allow multiple running Odoo versions on
|
||||
the same system. Good for developing modules, can be used as base for
|
||||
production deployment.
|
||||
|
||||
:ref:`setup/install/docker`
|
||||
If you usually use docker_ for development or deployment, an official
|
||||
docker_ base image is available.
|
||||
|
||||
|
||||
.. _setup/install/editions:
|
||||
|
||||
Editions
|
||||
========
|
||||
|
||||
There are two different Editions_ of Odoo: the Community and Enterprise versions.
|
||||
Using the Enterprise version is possible on our SaaS_ and accessing the code is
|
||||
restricted to Enterprise customers and partners. The Community version is freely
|
||||
available to anyone.
|
||||
|
||||
If you already use the Community version and wish to upgrade to Enterprise, please
|
||||
refer to :ref:`setup/enterprise` (except for :ref:`setup/install/source`).
|
||||
|
||||
|
||||
.. _setup/install/online:
|
||||
|
||||
Online
|
||||
======
|
||||
|
||||
Demo
|
||||
----
|
||||
|
||||
To simply get a quick idea of Odoo, demo_ instances are available. They are
|
||||
shared instances which only live for a few hours, and can be used to browse
|
||||
around and try things out with no commitment.
|
||||
|
||||
Demo_ instances require no local installation, just a web browser.
|
||||
|
||||
SaaS
|
||||
----
|
||||
|
||||
Trivial to start with, fully managed and migrated by Odoo S.A., Odoo's SaaS_
|
||||
provides private instances and starts out free. It can be used to discover and
|
||||
test Odoo and do non-code customizations (i.e. incompatible with custom modules
|
||||
or the Odoo Apps Store) without having to install it locally.
|
||||
|
||||
Can be used for both testing Odoo and long-term production use.
|
||||
|
||||
Like demo_ instances, SaaS_ instances require no local installation, a web
|
||||
browser is sufficient.
|
||||
|
||||
|
||||
.. _setup/install/packaged:
|
||||
|
||||
Packaged installers
|
||||
===================
|
||||
|
||||
Odoo provides packaged installers for Windows, deb-based distributions
|
||||
(Debian, Ubuntu, …) and RPM-based distributions (Fedora, CentOS, RHEL, …) for
|
||||
both the Community and Enterprise versions.
|
||||
|
||||
These packages automatically set up all dependencies (for the Community version),
|
||||
but may be difficult to keep up-to-date.
|
||||
|
||||
Official Community packages with all relevant dependency requirements are
|
||||
available on our nightly_ server. Both Communtiy and Enterprise packages can
|
||||
be downloaded from our download_ page (you must to be logged in as a paying
|
||||
customer or partner to download the Enterprise packages).
|
||||
|
||||
Windows
|
||||
-------
|
||||
|
||||
#. Download the installer from our nightly_ server (Community only) or the Windows installer from
|
||||
the download_ page (any edition).
|
||||
#. Execute the downloaded file.
|
||||
|
||||
.. warning:: | On Windows 8 and later you may see a warning titled "Windows protected your PC".
|
||||
| Click on **More Info** and then on **Run anyway**.
|
||||
|
||||
#. Accept the UAC_ prompt.
|
||||
#. Go through the various installation steps.
|
||||
|
||||
Odoo will automatically be started at the end of the installation.
|
||||
|
||||
Linux
|
||||
-----
|
||||
|
||||
Debian/Ubuntu
|
||||
'''''''''''''
|
||||
|
||||
Odoo 13.0 'deb' package currently supports `Debian Buster`_, `Ubuntu 18.04`_ or above.
|
||||
|
||||
Prepare
|
||||
^^^^^^^
|
||||
|
||||
Odoo needs a `PostgreSQL`_ server to run properly. The default configuration for
|
||||
the Odoo 'deb' package is to use the PostgreSQL server on the same host as your
|
||||
Odoo instance. Execute the following command in order to install the PostgreSQL server:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo apt install postgresql -y
|
||||
|
||||
.. warning:: `wkhtmltopdf` is not installed through **pip** and must be installed manually in
|
||||
version `0.12.5 <the wkhtmltopdf download page_>`_ for it to support headers and
|
||||
footers. See our `wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more
|
||||
details on the various versions.
|
||||
|
||||
Repository
|
||||
^^^^^^^^^^
|
||||
|
||||
Odoo S.A. provides a repository that can be used with Debian and Ubuntu distributions. It can be
|
||||
used to install *Odoo Community Edition* by executing the following commands **as root**:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
# 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
|
||||
# apt-get update && apt-get install odoo
|
||||
|
||||
You can then use the usual `apt-get upgrade` command to keep your installation up-to-date.
|
||||
|
||||
At this moment, there is no nightly repository for the Enterprise Edition.
|
||||
|
||||
Deb Package
|
||||
^^^^^^^^^^^
|
||||
|
||||
Instead of using the repository as described above, the 'deb' packages for both the *Community* and
|
||||
*Enterprise* editions can be downloaded from the `official download page <download_>`_.
|
||||
|
||||
Next, execute the following commands **as root**:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
# dpkg -i <path_to_installation_package> # this probably fails with missing dependencies
|
||||
# apt-get install -f # should install the missing dependencies
|
||||
# dpkg -i <path_to_installation_package>
|
||||
|
||||
This will install Odoo as a service, create the necessary PostgreSQL_ user
|
||||
and automatically start the server.
|
||||
|
||||
.. warning:: The `python3-xlwt` Debian package does not exists in Debian Buster nor Ubuntu 18.04.
|
||||
This python module is needed to export into xls format.
|
||||
|
||||
If you need the feature, you can install it manually with:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo pip3 install xlwt
|
||||
|
||||
.. warning:: The `num2words` python package does not exists in Debian Buster nor Ubuntu 18.04.
|
||||
Textual amounts will not be rendered by Odoo and this could cause problems with the
|
||||
`l10n_mx_edi` module.
|
||||
|
||||
If you need this feature, you can install manually with:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo pip3 install num2words
|
||||
|
||||
Fedora
|
||||
''''''
|
||||
|
||||
Odoo 13.0 'rpm' package supports Fedora 30.
|
||||
|
||||
Prepare
|
||||
^^^^^^^
|
||||
Odoo needs a `PostgreSQL`_ server to run properly. Make sure that the `sudo` command is available
|
||||
and well configured and, only then, execute the following command in order to install the PostgreSQL
|
||||
server:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo dnf install -y postgresql-server
|
||||
$ sudo postgresql-setup --initdb --unit postgresql
|
||||
$ sudo systemctl enable postgresql
|
||||
$ sudo systemctl start postgresql
|
||||
|
||||
.. warning:: `wkhtmltopdf` is not installed through **pip** and must be installed manually in
|
||||
version `0.12.5 <the wkhtmltopdf download page_>`_ for it to support headers and
|
||||
footers. See our `wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more
|
||||
details on the various versions.
|
||||
|
||||
Repository
|
||||
^^^^^^^^^^
|
||||
|
||||
Odoo S.A. provides a repository that can be used with the Fedora distributions.
|
||||
It can be used to install *Odoo Community Edition* by executing the following
|
||||
commands:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo dnf config-manager --add-repo=https://nightly.odoo.com/13.0/nightly/rpm/odoo.repo
|
||||
$ sudo dnf install -y odoo
|
||||
$ sudo systemctl enable odoo
|
||||
$ sudo systemctl start odoo
|
||||
|
||||
RPM package
|
||||
^^^^^^^^^^^
|
||||
|
||||
Instead of using the repository as described above, the 'rpm' packages for both the *Community* and
|
||||
*Enterprise* editions can be downloaded from the `official download page <download_>`_.
|
||||
|
||||
Once downloaded, the package can be installed using the 'dnf' package manager:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo dnf localinstall odoo_13.0.latest.noarch.rpm
|
||||
$ sudo systemctl enable odoo
|
||||
$ sudo systemctl start odoo
|
||||
|
||||
|
||||
.. _setup/install/source:
|
||||
|
||||
Source Install
|
||||
==============
|
||||
|
||||
The source "installation" is really about not installing Odoo, and running it directly from source
|
||||
instead.
|
||||
|
||||
This can be more convenient for module developers as the Odoo source is more easily accessible
|
||||
than using packaged installation (for information or to build this documentation and have it
|
||||
available offline).
|
||||
|
||||
It also makes starting and stopping Odoo more flexible and explicit than the services set up by the
|
||||
packaged installations, and allows overriding settings using
|
||||
:ref:`command-line parameters <reference/cmdline>` without needing to edit a configuration file.
|
||||
|
||||
Finally it provides greater control over the system's set up, and allows to more easily keep
|
||||
(and run) multiple versions of Odoo side-by-side.
|
||||
|
||||
Windows
|
||||
-------
|
||||
|
||||
Fetch the sources
|
||||
'''''''''''''''''
|
||||
|
||||
There are two ways to obtain the source code of Odoo: as a zip **archive** or through **git**.
|
||||
|
||||
Archive
|
||||
^^^^^^^
|
||||
|
||||
Community Edition:
|
||||
|
||||
* `Official download page <download_>`_
|
||||
* `GitHub repository <community-repository_>`_
|
||||
* `Nightly server <nightly_>`_
|
||||
|
||||
Enterprise Edition:
|
||||
|
||||
* `Official download page <download_>`_
|
||||
* `GitHub repository <enterprise-repository_>`_
|
||||
|
||||
Git
|
||||
^^^
|
||||
|
||||
The following requires git_ to be installed on your machine and that you have basic knowledge of
|
||||
git commands.
|
||||
|
||||
Community Edition:
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> git clone https://github.com/odoo/odoo.git
|
||||
|
||||
|
||||
Enterprise Edition: (see :ref:`setup/install/editions` to get access)
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> git clone https://github.com/odoo/enterprise.git
|
||||
|
||||
.. note:: **The Enterprise git repository does not contain the full Odoo source code**. It is only
|
||||
a collection of extra add-ons. The main server code is in the Community version. Running
|
||||
the Enterprise version actually means running the server from the Community version with
|
||||
the addons-path option set to the folder with the Enterprise version. You need to clone
|
||||
both the Community and Enterprise repository to have a working Odoo Enterprise
|
||||
installation.
|
||||
|
||||
Prepare
|
||||
'''''''
|
||||
|
||||
Python
|
||||
^^^^^^
|
||||
|
||||
Odoo requires Python 3.6 or later to run. Visit `Python's download page <https://www.python.org/downloads/windows/>`_
|
||||
to download and install the latest version of Python 3 on your machine.
|
||||
|
||||
During installation, check **Add Python 3 to PATH**, then click **Customize Installation** and make
|
||||
sure that **pip** is checked.
|
||||
|
||||
.. note:: If Python 3 is already installed, make sure that the version is 3.6 or above, as previous
|
||||
versions are not compatible with Odoo.
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> python --version
|
||||
|
||||
Verify also that pip_ is installed for this version.
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> pip --version
|
||||
|
||||
PostgreSQL
|
||||
^^^^^^^^^^
|
||||
|
||||
Odoo uses PostgreSQL as database management system. `Download and install PostgreSQL <https://www.postgresql.org/download/windows/>`_
|
||||
(supported version: 10.0 and later).
|
||||
|
||||
By default, the only user is `postgres` but Odoo forbids connecting as `postgres`, so you need to
|
||||
create a new PostgreSQL user:
|
||||
|
||||
#. Add PostgreSQL's `bin` directory (by default: `C:\\Program Files\\PostgreSQL\\<version>\\bin`) to
|
||||
your `PATH`.
|
||||
#. Create a postgres user with a password using the pg admin gui:
|
||||
|
||||
1. Open **pgAdmin**.
|
||||
2. Double-click the server to create a connection.
|
||||
3. Select :menuselection:`Object --> Create --> Login/Group Role`.
|
||||
4. Enter the username in the **Role Name** field (e.g. `odoo`).
|
||||
5. Open the **Definition** tab and enter the password (e.g. ``odoo``), then click **Save**.
|
||||
6. Open the **Privileges** tab and switch **Can login?** to `Yes` and **Create database?** to
|
||||
`Yes`.
|
||||
|
||||
Dependencies
|
||||
^^^^^^^^^^^^
|
||||
|
||||
Before installing the dependencies, you must download and install the
|
||||
`Build Tools for Visual Studio <https://visualstudio.microsoft.com/downloads/#build-tools-for-visual-studio-2019>`_.
|
||||
When prompted, select **C++ build tools** in the **Workloads** tab and install them.
|
||||
|
||||
Odoo dependencies are listed in the `requirements.txt` file located at the root of the Odoo
|
||||
community directory.
|
||||
|
||||
.. tip:: It can be preferable to not mix python modules packages between different instances of Odoo
|
||||
or with your system. You can use virtualenv_ to create isolated Python environments.
|
||||
|
||||
Navigate to the path of your Odoo Community installation (`CommunityPath`) and run **pip**
|
||||
on the requirements file in a terminal **with Administrator privileges**:
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> cd \CommunityPath
|
||||
C:\> pip install setuptools wheel
|
||||
C:\> pip install -r requirements.txt
|
||||
|
||||
.. warning:: `wkhtmltopdf` is not installed through **pip** and must be installed manually in
|
||||
version `0.12.5 <the wkhtmltopdf download page_>`_ for it to support headers and
|
||||
footers. See our `wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more
|
||||
details on the various versions.
|
||||
|
||||
For languages with right-to-left interface (such as Arabic or Hebrew), the package `rtlcss` is
|
||||
needed:
|
||||
|
||||
#. Download and install `nodejs <https://nodejs.org/en/download/>`_.
|
||||
#. Install `rtlcss`:
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> npm install -g rtlcss
|
||||
|
||||
#. Edit the System Environment's variable `PATH` to add the folder where `rtlcss.cmd` is located
|
||||
(typically: `C:\\Users\\<user>\\AppData\\Roaming\\npm\\`).
|
||||
|
||||
Running Odoo
|
||||
''''''''''''
|
||||
|
||||
Once all dependencies are set up, Odoo can be launched by running `odoo-bin`, the
|
||||
command-line interface of the server. It is located at the root of the Odoo Community directory.
|
||||
|
||||
To configure the server, you can either specify :ref:`command-line arguments <reference/cmdline/server>` or a
|
||||
:ref:`configuration file <reference/cmdline/config>`.
|
||||
|
||||
.. tip:: For the Enterprise edition, you must add the path to the `enterprise` addons to the
|
||||
`addons-path` argument. Note that it must come before the other paths in `addons-path` for
|
||||
addons to be loaded correctly.
|
||||
|
||||
Common necessary configurations are:
|
||||
|
||||
* PostgreSQL user and password.
|
||||
* Custom addon paths beyond the defaults, to load your own modules.
|
||||
|
||||
A typical way to run the server would be:
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> cd CommunityPath/
|
||||
C:\> python odoo-bin -r dbuser -w dbpassword --addons-path=addons -d mydb
|
||||
|
||||
Where `CommunityPath` is the path of the Odoo Community installation, `dbuser` is the
|
||||
PostgreSQL login, `dbpassword` is the PostgreSQL password
|
||||
and `mydb` is the default database to serve on `localhost:8069`. You can add other
|
||||
directory paths separated by a comma to ``addons`` at the end of the addons-path option.
|
||||
|
||||
Linux
|
||||
-----
|
||||
|
||||
Fetch the sources
|
||||
'''''''''''''''''
|
||||
|
||||
There are two ways to obtain the source code of Odoo: as a zip **archive** or through **git**.
|
||||
|
||||
Archive
|
||||
^^^^^^^
|
||||
|
||||
Community Edition:
|
||||
|
||||
* `Official download page <download_>`_
|
||||
* `GitHub repository <community-repository_>`_
|
||||
* `Nightly server <nightly_>`_
|
||||
|
||||
Enterprise Edition:
|
||||
|
||||
* `Official download page <download_>`_
|
||||
* `GitHub repository <enterprise-repository_>`_
|
||||
|
||||
Git
|
||||
^^^
|
||||
|
||||
The following requires git_ to be installed on your machine and that you have basic knowledge of
|
||||
git commands.
|
||||
|
||||
Community Edition:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ git clone https://github.com/odoo/odoo.git
|
||||
|
||||
|
||||
Enterprise Edition: (see :ref:`setup/install/editions` to get access)
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ git clone https://github.com/odoo/enterprise.git
|
||||
|
||||
.. note:: **The Enterprise git repository does not contain the full Odoo source code**. It is only
|
||||
a collection of extra add-ons. The main server code is in the Community version. Running
|
||||
the Enterprise version actually means running the server from the Community version with
|
||||
the addons-path option set to the folder with the Enterprise version. You need to clone
|
||||
both the Community and Enterprise repository to have a working Odoo Enterprise
|
||||
installation.
|
||||
|
||||
Prepare
|
||||
'''''''
|
||||
|
||||
Python
|
||||
^^^^^^
|
||||
|
||||
Odoo requires Python 3.6 or later to run. Use your package manager to download and install Python 3
|
||||
on your machine if it is not already done.
|
||||
|
||||
.. note:: If Python 3 is already installed, make sure that the version is 3.6 or above, as previous
|
||||
versions are not compatible with Odoo.
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ python3 --version
|
||||
|
||||
Verify also that pip_ is installed for this version.
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ pip3 --version
|
||||
|
||||
PostgreSQL
|
||||
^^^^^^^^^^
|
||||
|
||||
Odoo uses PostgreSQL as database management system. Use your package manager to download and install
|
||||
PostgreSQL (supported version: 10.0 and later).
|
||||
|
||||
On Debian/Unbuntu, it can be achieved by executing the following:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo apt install postgresql postgresql-client
|
||||
|
||||
By default, the only user is `postgres` but Odoo forbids connecting as `postgres`, so you need to
|
||||
create a new PostgreSQL user:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo -u postgres createuser -s $USER
|
||||
$ createdb $USER
|
||||
|
||||
.. note:: Because your PostgreSQL user has the same name as your Unix login, you will be able to
|
||||
connect to the database without password.
|
||||
|
||||
Dependencies
|
||||
^^^^^^^^^^^^
|
||||
|
||||
For libraries using native code, it is necessary to install development tools and native
|
||||
dependencies before the Python dependencies of Odoo. They are available in `-dev` or `-devel`
|
||||
packages for Python, PostgreSQL, libxml2, libxslt1, libevent, libsasl2 and libldap2.
|
||||
|
||||
On Debian/Unbuntu, the following command should install all the required libraries:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo apt install python3-dev libxml2-dev libxslt1-dev libldap2-dev libsasl2-dev \
|
||||
libtiff5-dev libjpeg8-dev libopenjp2-7-dev zlib1g-dev libfreetype6-dev \
|
||||
liblcms2-dev libwebp-dev libharfbuzz-dev libfribidi-dev libxcb1-dev libpq-dev
|
||||
|
||||
Odoo dependencies are listed in the `requirements.txt` file located at the root of the Odoo
|
||||
community directory.
|
||||
|
||||
.. tip:: It can be preferable to not mix python modules packages between different instances of Odoo
|
||||
or with your system. You can use virtualenv_ to create isolated Python environments.
|
||||
|
||||
Navigate to the path of your Odoo Community installation (`CommunityPath`) and run **pip**
|
||||
on the requirements file:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ cd /CommunityPath
|
||||
$ pip3 install setuptools wheel
|
||||
$ pip3 install -r requirements.txt
|
||||
|
||||
.. warning:: `wkhtmltopdf` is not installed through **pip** and must be installed manually in
|
||||
version `0.12.5 <the wkhtmltopdf download page_>`_ for it to support headers and
|
||||
footers. See our `wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more
|
||||
details on the various versions.
|
||||
|
||||
For languages with right-to-left interface (such as Arabic or Hebrew), the package `rtlcss` is
|
||||
needed:
|
||||
|
||||
#. Download and install **nodejs** and **npm** with your package manager.
|
||||
#. Install `rtlcss`:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo npm install -g rtlcss
|
||||
|
||||
Running Odoo
|
||||
''''''''''''
|
||||
|
||||
Once all dependencies are set up, Odoo can be launched by running `odoo-bin`, the
|
||||
command-line interface of the server. It is located at the root of the Odoo Community directory.
|
||||
|
||||
To configure the server, you can either specify :ref:`command-line arguments <reference/cmdline/server>` or a
|
||||
:ref:`configuration file <reference/cmdline/config>`.
|
||||
|
||||
.. tip:: For the Enterprise edition, you must add the path to the `enterprise` addons to the
|
||||
`addons-path` argument. Note that it must come before the other paths in `addons-path` for
|
||||
addons to be loaded correctly.
|
||||
|
||||
Common necessary configurations are:
|
||||
|
||||
* PostgreSQL user and password. Odoo has no defaults beyond
|
||||
`psycopg2's defaults <http://initd.org/psycopg/docs/module.html>`_: connects over a UNIX socket on
|
||||
port `5432` with the current user and no password.
|
||||
* Custom addon paths beyond the defaults, to load your own modules.
|
||||
|
||||
A typical way to run the server would be:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ cd /CommunityPath
|
||||
$ python3 odoo-bin --addons-path=addons -d mydb
|
||||
|
||||
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
|
||||
directory paths separated by a comma to ``addons`` at the end of the addons-path option.
|
||||
|
||||
Mac OS
|
||||
------
|
||||
|
||||
Fetch the sources
|
||||
'''''''''''''''''
|
||||
|
||||
There are two ways to obtain the source code of Odoo: as a zip **archive** or through **git**.
|
||||
|
||||
Archive
|
||||
^^^^^^^
|
||||
|
||||
Community Edition:
|
||||
|
||||
* `Official download page <download_>`_
|
||||
* `GitHub repository <community-repository_>`_
|
||||
* `Nightly server <nightly_>`_
|
||||
|
||||
Enterprise Edition:
|
||||
|
||||
* `Official download page <download_>`_
|
||||
* `GitHub repository <enterprise-repository_>`_
|
||||
|
||||
Git
|
||||
^^^
|
||||
|
||||
The following requires git_ to be installed on your machine and that you have basic knowledge of
|
||||
git commands.
|
||||
|
||||
Community Edition:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ git clone https://github.com/odoo/odoo.git
|
||||
|
||||
|
||||
Enterprise Edition: (see :ref:`setup/install/editions` to get access)
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ git clone https://github.com/odoo/enterprise.git
|
||||
|
||||
.. note:: **The Enterprise git repository does not contain the full Odoo source code**. It is only
|
||||
a collection of extra add-ons. The main server code is in the Community version. Running
|
||||
the Enterprise version actually means running the server from the Community version with
|
||||
the addons-path option set to the folder with the Enterprise version. You need to clone
|
||||
both the Community and Enterprise repository to have a working Odoo Enterprise
|
||||
installation.
|
||||
|
||||
Prepare
|
||||
'''''''
|
||||
|
||||
Python
|
||||
^^^^^^
|
||||
|
||||
Odoo requires Python 3.6 or later to run. Use your preferred package manager (homebrew_, macports_)
|
||||
to download and install Python 3 on your machine if it is not already done.
|
||||
|
||||
.. note:: If Python 3 is already installed, make sure that the version is 3.6 or above, as previous
|
||||
versions are not compatible with Odoo.
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ python3 --version
|
||||
|
||||
Verify also that pip_ is installed for this version.
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ pip3 --version
|
||||
|
||||
PostgreSQL
|
||||
^^^^^^^^^^
|
||||
|
||||
Odoo uses PostgreSQL as database management system. Use `postgres.app <https://postgresapp.com>`_
|
||||
to download and install PostgreSQL (supported version: 10.0 and later).
|
||||
|
||||
By default, the only user is `postgres` but Odoo forbids connecting as `postgres`, so you need to
|
||||
create a new PostgreSQL user:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo -u postgres createuser -s $USER
|
||||
$ createdb $USER
|
||||
|
||||
.. note:: Because your PostgreSQL user has the same name as your Unix login, you will be able to
|
||||
connect to the database without password.
|
||||
|
||||
Dependencies
|
||||
^^^^^^^^^^^^
|
||||
|
||||
Odoo dependencies are listed in the `requirements.txt` file located at the root of the Odoo
|
||||
community directory.
|
||||
|
||||
.. tip:: It can be preferable to not mix python modules packages between different instances of Odoo
|
||||
or with your system. You can use virtualenv_ to create isolated Python environments.
|
||||
|
||||
Navigate to the path of your Odoo Community installation (`CommunityPath`) and run **pip**
|
||||
on the requirements file:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ cd /CommunityPath
|
||||
$ pip3 install setuptools wheel
|
||||
$ pip3 install -r requirements.txt
|
||||
|
||||
.. warning:: Non-Python dependencies need to be installed with a package manager:
|
||||
|
||||
#. Download and install the **Command Line Tools**:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ xcode-select --install
|
||||
|
||||
#. Download and install the package manager of your choice (homebrew_, macports_).
|
||||
#. Install non-python dependencies.
|
||||
|
||||
.. warning:: `wkhtmltopdf` is not installed through **pip** and must be installed manually in
|
||||
version `0.12.5 <the wkhtmltopdf download page_>`_ for it to support headers and
|
||||
footers. See our `wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more
|
||||
details on the various versions.
|
||||
|
||||
For languages with right-to-left interface (such as Arabic or Hebrew), the package `rtlcss` is
|
||||
needed:
|
||||
|
||||
#. Download and install **nodejs** with your preferred package manager (homebrew_, macports_).
|
||||
#. Install `rtlcss`:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo npm install -g rtlcss
|
||||
|
||||
Running Odoo
|
||||
''''''''''''
|
||||
|
||||
Once all dependencies are set up, Odoo can be launched by running `odoo-bin`, the
|
||||
command-line interface of the server. It is located at the root of the Odoo Community directory.
|
||||
|
||||
To configure the server, you can either specify :ref:`command-line arguments <reference/cmdline/server>` or a
|
||||
:ref:`configuration file <reference/cmdline/config>`.
|
||||
|
||||
.. tip:: For the Enterprise edition, you must add the path to the `enterprise` addons to the
|
||||
`addons-path` argument. Note that it must come before the other paths in `addons-path` for
|
||||
addons to be loaded correctly.
|
||||
|
||||
Common necessary configurations are:
|
||||
|
||||
* PostgreSQL user and password. Odoo has no defaults beyond
|
||||
`psycopg2's defaults <http://initd.org/psycopg/docs/module.html>`_: connects over a UNIX socket on
|
||||
port `5432` with the current user and no password.
|
||||
* Custom addon paths beyond the defaults, to load your own modules.
|
||||
|
||||
A typical way to run the server would be:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ cd /CommunityPath
|
||||
$ python3 odoo-bin --addons-path=addons -d mydb
|
||||
|
||||
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
|
||||
directory paths separated by a comma to ``addons`` at the end of the addons-path option.
|
||||
|
||||
|
||||
.. _setup/install/docker:
|
||||
|
||||
Docker
|
||||
======
|
||||
|
||||
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.
|
||||
|
||||
.. _Debian Buster: https://www.debian.org/releases/buster/
|
||||
.. _demo: https://demo.odoo.com
|
||||
.. _docker: https://www.docker.com
|
||||
.. _download: https://www.odoo.com/page/download
|
||||
.. _Ubuntu 18.04: http://releases.ubuntu.com/18.04/
|
||||
.. _EPEL: https://fedoraproject.org/wiki/EPEL
|
||||
.. _PostgreSQL: http://www.postgresql.org
|
||||
.. _the official installer:
|
||||
.. _install pip:
|
||||
https://pip.pypa.io/en/latest/installing.html#install-pip
|
||||
.. _Quilt: http://en.wikipedia.org/wiki/Quilt_(software)
|
||||
.. _saas: https://www.odoo.com/page/start
|
||||
.. _the wkhtmltopdf download page: https://github.com/wkhtmltopdf/wkhtmltopdf/releases/tag/0.12.5
|
||||
.. _UAC: http://en.wikipedia.org/wiki/User_Account_Control
|
||||
.. _wkhtmltopdf: http://wkhtmltopdf.org
|
||||
.. _pip: https://pip.pypa.io
|
||||
.. _macports: https://www.macports.org
|
||||
.. _homebrew: http://brew.sh
|
||||
.. _wheels: https://wheel.readthedocs.org/en/latest/
|
||||
.. _virtualenv: https://pypi.python.org/pypi/virtualenv
|
||||
.. _virtualenvwrapper: https://virtualenvwrapper.readthedocs.io/en/latest/
|
||||
.. _pywin32: http://sourceforge.net/projects/pywin32/files/pywin32/
|
||||
.. _community-repository: https://github.com/odoo/odoo
|
||||
.. _enterprise-repository: https://github.com/odoo/enterprise
|
||||
.. _git: https://git-scm.com/
|
||||
.. _Editions: https://www.odoo.com/pricing#pricing_table_features
|
||||
.. _nightly: https://nightly.odoo.com/
|
||||
.. _extra: https://nightly.odoo.com/extra/
|
||||
install/install
|
||||
install/deploy
|
||||
install/cdn
|
||||
install/email_gateway
|
||||
|
||||
@@ -1,7 +1,6 @@
|
||||
|
||||
========================================
|
||||
Deploying with Content Delivery Networks
|
||||
========================================
|
||||
===========================================
|
||||
Setting up a Content Delivery Network (CDN)
|
||||
===========================================
|
||||
|
||||
.. _reference/cdn/keycdn:
|
||||
|
||||
|
Before Width: | Height: | Size: 41 KiB After Width: | Height: | Size: 41 KiB |
|
Before Width: | Height: | Size: 10 KiB After Width: | Height: | Size: 10 KiB |
|
Before Width: | Height: | Size: 28 KiB After Width: | Height: | Size: 28 KiB |
|
Before Width: | Height: | Size: 9.8 KiB After Width: | Height: | Size: 9.8 KiB |
|
Before Width: | Height: | Size: 33 KiB After Width: | Height: | Size: 33 KiB |
|
Before Width: | Height: | Size: 6.3 KiB After Width: | Height: | Size: 6.3 KiB |
|
Before Width: | Height: | Size: 7.2 KiB After Width: | Height: | Size: 7.2 KiB |
@@ -1,7 +1,6 @@
|
||||
|
||||
==============
|
||||
Deploying Odoo
|
||||
==============
|
||||
====================
|
||||
System configuration
|
||||
====================
|
||||
|
||||
This document describes basic steps to set up Odoo in production or on an
|
||||
internet-facing server. It follows :ref:`installation <setup/install>`, and is
|
||||
@@ -1,7 +1,6 @@
|
||||
|
||||
==================
|
||||
Odoo email gateway
|
||||
==================
|
||||
=============
|
||||
Email gateway
|
||||
=============
|
||||
|
||||
The Odoo mail gateway allows you to inject directly all the received emails in Odoo.
|
||||
|
||||
782
content/administration/install/install.rst
Normal file
@@ -0,0 +1,782 @@
|
||||
|
||||
.. _setup/install:
|
||||
|
||||
===============
|
||||
Installing Odoo
|
||||
===============
|
||||
|
||||
There are multiple ways to install Odoo, or not install it at all, depending
|
||||
on the intended use case.
|
||||
|
||||
This documents attempts to describe most of the installation options.
|
||||
|
||||
:ref:`setup/install/online`
|
||||
The easiest way to use Odoo in production or to try it.
|
||||
|
||||
:ref:`setup/install/packaged`
|
||||
Suitable for testing Odoo, developing modules and can be used for
|
||||
long-term production use with additional deployment and maintenance work.
|
||||
|
||||
:ref:`setup/install/source`
|
||||
Provides greater flexibility: e.g. allow multiple running Odoo versions on
|
||||
the same system. Good for developing modules, can be used as base for
|
||||
production deployment.
|
||||
|
||||
:ref:`setup/install/docker`
|
||||
If you usually use docker_ for development or deployment, an official
|
||||
docker_ base image is available.
|
||||
|
||||
|
||||
.. _setup/install/editions:
|
||||
|
||||
Editions
|
||||
========
|
||||
|
||||
There are two different Editions_ of Odoo: the Community and Enterprise versions.
|
||||
Using the Enterprise version is possible on our SaaS_ and accessing the code is
|
||||
restricted to Enterprise customers and partners. The Community version is freely
|
||||
available to anyone.
|
||||
|
||||
If you already use the Community version and wish to upgrade to Enterprise, please
|
||||
refer to :ref:`setup/enterprise` (except for :ref:`setup/install/source`).
|
||||
|
||||
|
||||
.. _setup/install/online:
|
||||
|
||||
Online
|
||||
======
|
||||
|
||||
Demo
|
||||
----
|
||||
|
||||
To simply get a quick idea of Odoo, demo_ instances are available. They are
|
||||
shared instances which only live for a few hours, and can be used to browse
|
||||
around and try things out with no commitment.
|
||||
|
||||
Demo_ instances require no local installation, just a web browser.
|
||||
|
||||
SaaS
|
||||
----
|
||||
|
||||
Trivial to start with, fully managed and migrated by Odoo S.A., Odoo's SaaS_
|
||||
provides private instances and starts out free. It can be used to discover and
|
||||
test Odoo and do non-code customizations (i.e. incompatible with custom modules
|
||||
or the Odoo Apps Store) without having to install it locally.
|
||||
|
||||
Can be used for both testing Odoo and long-term production use.
|
||||
|
||||
Like demo_ instances, SaaS_ instances require no local installation, a web
|
||||
browser is sufficient.
|
||||
|
||||
|
||||
.. _setup/install/packaged:
|
||||
|
||||
Packaged installers
|
||||
===================
|
||||
|
||||
Odoo provides packaged installers for Windows, deb-based distributions
|
||||
(Debian, Ubuntu, …) and RPM-based distributions (Fedora, CentOS, RHEL, …) for
|
||||
both the Community and Enterprise versions.
|
||||
|
||||
These packages automatically set up all dependencies (for the Community version),
|
||||
but may be difficult to keep up-to-date.
|
||||
|
||||
Official Community packages with all relevant dependency requirements are
|
||||
available on our nightly_ server. Both Communtiy and Enterprise packages can
|
||||
be downloaded from our download_ page (you must to be logged in as a paying
|
||||
customer or partner to download the Enterprise packages).
|
||||
|
||||
Windows
|
||||
-------
|
||||
|
||||
#. Download the installer from our nightly_ server (Community only) or the Windows installer from
|
||||
the download_ page (any edition).
|
||||
#. Execute the downloaded file.
|
||||
|
||||
.. warning:: | On Windows 8 and later you may see a warning titled "Windows protected your PC".
|
||||
| Click on **More Info** and then on **Run anyway**.
|
||||
|
||||
#. Accept the UAC_ prompt.
|
||||
#. Go through the various installation steps.
|
||||
|
||||
Odoo will automatically be started at the end of the installation.
|
||||
|
||||
Linux
|
||||
-----
|
||||
|
||||
Debian/Ubuntu
|
||||
'''''''''''''
|
||||
|
||||
Odoo 13.0 'deb' package currently supports `Debian Buster`_, `Ubuntu 18.04`_ or above.
|
||||
|
||||
Prepare
|
||||
^^^^^^^
|
||||
|
||||
Odoo needs a `PostgreSQL`_ server to run properly. The default configuration for
|
||||
the Odoo 'deb' package is to use the PostgreSQL server on the same host as your
|
||||
Odoo instance. Execute the following command in order to install the PostgreSQL server:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo apt install postgresql -y
|
||||
|
||||
.. warning:: `wkhtmltopdf` is not installed through **pip** and must be installed manually in
|
||||
version `0.12.5 <the wkhtmltopdf download page_>`_ for it to support headers and
|
||||
footers. See our `wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more
|
||||
details on the various versions.
|
||||
|
||||
Repository
|
||||
^^^^^^^^^^
|
||||
|
||||
Odoo S.A. provides a repository that can be used with Debian and Ubuntu distributions. It can be
|
||||
used to install *Odoo Community Edition* by executing the following commands **as root**:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
# 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
|
||||
# apt-get update && apt-get install odoo
|
||||
|
||||
You can then use the usual `apt-get upgrade` command to keep your installation up-to-date.
|
||||
|
||||
At this moment, there is no nightly repository for the Enterprise Edition.
|
||||
|
||||
Deb Package
|
||||
^^^^^^^^^^^
|
||||
|
||||
Instead of using the repository as described above, the 'deb' packages for both the *Community* and
|
||||
*Enterprise* editions can be downloaded from the `official download page <download_>`_.
|
||||
|
||||
Next, execute the following commands **as root**:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
# dpkg -i <path_to_installation_package> # this probably fails with missing dependencies
|
||||
# apt-get install -f # should install the missing dependencies
|
||||
# dpkg -i <path_to_installation_package>
|
||||
|
||||
This will install Odoo as a service, create the necessary PostgreSQL_ user
|
||||
and automatically start the server.
|
||||
|
||||
.. warning:: The `python3-xlwt` Debian package does not exists in Debian Buster nor Ubuntu 18.04.
|
||||
This python module is needed to export into xls format.
|
||||
|
||||
If you need the feature, you can install it manually with:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo pip3 install xlwt
|
||||
|
||||
.. warning:: The `num2words` python package does not exists in Debian Buster nor Ubuntu 18.04.
|
||||
Textual amounts will not be rendered by Odoo and this could cause problems with the
|
||||
`l10n_mx_edi` module.
|
||||
|
||||
If you need this feature, you can install manually with:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo pip3 install num2words
|
||||
|
||||
Fedora
|
||||
''''''
|
||||
|
||||
Odoo 13.0 'rpm' package supports Fedora 30.
|
||||
|
||||
Prepare
|
||||
^^^^^^^
|
||||
Odoo needs a `PostgreSQL`_ server to run properly. Make sure that the `sudo` command is available
|
||||
and well configured and, only then, execute the following command in order to install the PostgreSQL
|
||||
server:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo dnf install -y postgresql-server
|
||||
$ sudo postgresql-setup --initdb --unit postgresql
|
||||
$ sudo systemctl enable postgresql
|
||||
$ sudo systemctl start postgresql
|
||||
|
||||
.. warning:: `wkhtmltopdf` is not installed through **pip** and must be installed manually in
|
||||
version `0.12.5 <the wkhtmltopdf download page_>`_ for it to support headers and
|
||||
footers. See our `wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more
|
||||
details on the various versions.
|
||||
|
||||
Repository
|
||||
^^^^^^^^^^
|
||||
|
||||
Odoo S.A. provides a repository that can be used with the Fedora distributions.
|
||||
It can be used to install *Odoo Community Edition* by executing the following
|
||||
commands:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo dnf config-manager --add-repo=https://nightly.odoo.com/13.0/nightly/rpm/odoo.repo
|
||||
$ sudo dnf install -y odoo
|
||||
$ sudo systemctl enable odoo
|
||||
$ sudo systemctl start odoo
|
||||
|
||||
RPM package
|
||||
^^^^^^^^^^^
|
||||
|
||||
Instead of using the repository as described above, the 'rpm' packages for both the *Community* and
|
||||
*Enterprise* editions can be downloaded from the `official download page <download_>`_.
|
||||
|
||||
Once downloaded, the package can be installed using the 'dnf' package manager:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo dnf localinstall odoo_13.0.latest.noarch.rpm
|
||||
$ sudo systemctl enable odoo
|
||||
$ sudo systemctl start odoo
|
||||
|
||||
|
||||
.. _setup/install/source:
|
||||
|
||||
Source Install
|
||||
==============
|
||||
|
||||
The source "installation" is really about not installing Odoo, and running it directly from source
|
||||
instead.
|
||||
|
||||
This can be more convenient for module developers as the Odoo source is more easily accessible
|
||||
than using packaged installation (for information or to build this documentation and have it
|
||||
available offline).
|
||||
|
||||
It also makes starting and stopping Odoo more flexible and explicit than the services set up by the
|
||||
packaged installations, and allows overriding settings using
|
||||
:ref:`command-line parameters <reference/cmdline>` without needing to edit a configuration file.
|
||||
|
||||
Finally it provides greater control over the system's set up, and allows to more easily keep
|
||||
(and run) multiple versions of Odoo side-by-side.
|
||||
|
||||
Windows
|
||||
-------
|
||||
|
||||
Fetch the sources
|
||||
'''''''''''''''''
|
||||
|
||||
There are two ways to obtain the source code of Odoo: as a zip **archive** or through **git**.
|
||||
|
||||
Archive
|
||||
^^^^^^^
|
||||
|
||||
Community Edition:
|
||||
|
||||
* `Official download page <download_>`_
|
||||
* `GitHub repository <community-repository_>`_
|
||||
* `Nightly server <nightly_>`_
|
||||
|
||||
Enterprise Edition:
|
||||
|
||||
* `Official download page <download_>`_
|
||||
* `GitHub repository <enterprise-repository_>`_
|
||||
|
||||
Git
|
||||
^^^
|
||||
|
||||
The following requires git_ to be installed on your machine and that you have basic knowledge of
|
||||
git commands.
|
||||
|
||||
Community Edition:
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> git clone https://github.com/odoo/odoo.git
|
||||
|
||||
|
||||
Enterprise Edition: (see :ref:`setup/install/editions` to get access)
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> git clone https://github.com/odoo/enterprise.git
|
||||
|
||||
.. note:: **The Enterprise git repository does not contain the full Odoo source code**. It is only
|
||||
a collection of extra add-ons. The main server code is in the Community version. Running
|
||||
the Enterprise version actually means running the server from the Community version with
|
||||
the addons-path option set to the folder with the Enterprise version. You need to clone
|
||||
both the Community and Enterprise repository to have a working Odoo Enterprise
|
||||
installation.
|
||||
|
||||
Prepare
|
||||
'''''''
|
||||
|
||||
Python
|
||||
^^^^^^
|
||||
|
||||
Odoo requires Python 3.6 or later to run. Visit `Python's download page <https://www.python.org/downloads/windows/>`_
|
||||
to download and install the latest version of Python 3 on your machine.
|
||||
|
||||
During installation, check **Add Python 3 to PATH**, then click **Customize Installation** and make
|
||||
sure that **pip** is checked.
|
||||
|
||||
.. note:: If Python 3 is already installed, make sure that the version is 3.6 or above, as previous
|
||||
versions are not compatible with Odoo.
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> python --version
|
||||
|
||||
Verify also that pip_ is installed for this version.
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> pip --version
|
||||
|
||||
PostgreSQL
|
||||
^^^^^^^^^^
|
||||
|
||||
Odoo uses PostgreSQL as database management system. `Download and install PostgreSQL <https://www.postgresql.org/download/windows/>`_
|
||||
(supported version: 10.0 and later).
|
||||
|
||||
By default, the only user is `postgres` but Odoo forbids connecting as `postgres`, so you need to
|
||||
create a new PostgreSQL user:
|
||||
|
||||
#. Add PostgreSQL's `bin` directory (by default: `C:\\Program Files\\PostgreSQL\\<version>\\bin`) to
|
||||
your `PATH`.
|
||||
#. Create a postgres user with a password using the pg admin gui:
|
||||
|
||||
1. Open **pgAdmin**.
|
||||
2. Double-click the server to create a connection.
|
||||
3. Select :menuselection:`Object --> Create --> Login/Group Role`.
|
||||
4. Enter the username in the **Role Name** field (e.g. `odoo`).
|
||||
5. Open the **Definition** tab and enter the password (e.g. ``odoo``), then click **Save**.
|
||||
6. Open the **Privileges** tab and switch **Can login?** to `Yes` and **Create database?** to
|
||||
`Yes`.
|
||||
|
||||
Dependencies
|
||||
^^^^^^^^^^^^
|
||||
|
||||
Before installing the dependencies, you must download and install the
|
||||
`Build Tools for Visual Studio <https://visualstudio.microsoft.com/downloads/#build-tools-for-visual-studio-2019>`_.
|
||||
When prompted, select **C++ build tools** in the **Workloads** tab and install them.
|
||||
|
||||
Odoo dependencies are listed in the `requirements.txt` file located at the root of the Odoo
|
||||
community directory.
|
||||
|
||||
.. tip:: It can be preferable to not mix python modules packages between different instances of Odoo
|
||||
or with your system. You can use virtualenv_ to create isolated Python environments.
|
||||
|
||||
Navigate to the path of your Odoo Community installation (`CommunityPath`) and run **pip**
|
||||
on the requirements file in a terminal **with Administrator privileges**:
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> cd \CommunityPath
|
||||
C:\> pip install setuptools wheel
|
||||
C:\> pip install -r requirements.txt
|
||||
|
||||
.. warning:: `wkhtmltopdf` is not installed through **pip** and must be installed manually in
|
||||
version `0.12.5 <the wkhtmltopdf download page_>`_ for it to support headers and
|
||||
footers. See our `wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more
|
||||
details on the various versions.
|
||||
|
||||
For languages with right-to-left interface (such as Arabic or Hebrew), the package `rtlcss` is
|
||||
needed:
|
||||
|
||||
#. Download and install `nodejs <https://nodejs.org/en/download/>`_.
|
||||
#. Install `rtlcss`:
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> npm install -g rtlcss
|
||||
|
||||
#. Edit the System Environment's variable `PATH` to add the folder where `rtlcss.cmd` is located
|
||||
(typically: `C:\\Users\\<user>\\AppData\\Roaming\\npm\\`).
|
||||
|
||||
Running Odoo
|
||||
''''''''''''
|
||||
|
||||
Once all dependencies are set up, Odoo can be launched by running `odoo-bin`, the
|
||||
command-line interface of the server. It is located at the root of the Odoo Community directory.
|
||||
|
||||
To configure the server, you can either specify :ref:`command-line arguments <reference/cmdline/server>` or a
|
||||
:ref:`configuration file <reference/cmdline/config>`.
|
||||
|
||||
.. tip:: For the Enterprise edition, you must add the path to the `enterprise` addons to the
|
||||
`addons-path` argument. Note that it must come before the other paths in `addons-path` for
|
||||
addons to be loaded correctly.
|
||||
|
||||
Common necessary configurations are:
|
||||
|
||||
* PostgreSQL user and password.
|
||||
* Custom addon paths beyond the defaults, to load your own modules.
|
||||
|
||||
A typical way to run the server would be:
|
||||
|
||||
.. code-block:: doscon
|
||||
|
||||
C:\> cd CommunityPath/
|
||||
C:\> python odoo-bin -r dbuser -w dbpassword --addons-path=addons -d mydb
|
||||
|
||||
Where `CommunityPath` is the path of the Odoo Community installation, `dbuser` is the
|
||||
PostgreSQL login, `dbpassword` is the PostgreSQL password
|
||||
and `mydb` is the default database to serve on `localhost:8069`. You can add other
|
||||
directory paths separated by a comma to ``addons`` at the end of the addons-path option.
|
||||
|
||||
Linux
|
||||
-----
|
||||
|
||||
Fetch the sources
|
||||
'''''''''''''''''
|
||||
|
||||
There are two ways to obtain the source code of Odoo: as a zip **archive** or through **git**.
|
||||
|
||||
Archive
|
||||
^^^^^^^
|
||||
|
||||
Community Edition:
|
||||
|
||||
* `Official download page <download_>`_
|
||||
* `GitHub repository <community-repository_>`_
|
||||
* `Nightly server <nightly_>`_
|
||||
|
||||
Enterprise Edition:
|
||||
|
||||
* `Official download page <download_>`_
|
||||
* `GitHub repository <enterprise-repository_>`_
|
||||
|
||||
Git
|
||||
^^^
|
||||
|
||||
The following requires git_ to be installed on your machine and that you have basic knowledge of
|
||||
git commands.
|
||||
|
||||
Community Edition:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ git clone https://github.com/odoo/odoo.git
|
||||
|
||||
|
||||
Enterprise Edition: (see :ref:`setup/install/editions` to get access)
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ git clone https://github.com/odoo/enterprise.git
|
||||
|
||||
.. note:: **The Enterprise git repository does not contain the full Odoo source code**. It is only
|
||||
a collection of extra add-ons. The main server code is in the Community version. Running
|
||||
the Enterprise version actually means running the server from the Community version with
|
||||
the addons-path option set to the folder with the Enterprise version. You need to clone
|
||||
both the Community and Enterprise repository to have a working Odoo Enterprise
|
||||
installation.
|
||||
|
||||
Prepare
|
||||
'''''''
|
||||
|
||||
Python
|
||||
^^^^^^
|
||||
|
||||
Odoo requires Python 3.6 or later to run. Use your package manager to download and install Python 3
|
||||
on your machine if it is not already done.
|
||||
|
||||
.. note:: If Python 3 is already installed, make sure that the version is 3.6 or above, as previous
|
||||
versions are not compatible with Odoo.
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ python3 --version
|
||||
|
||||
Verify also that pip_ is installed for this version.
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ pip3 --version
|
||||
|
||||
PostgreSQL
|
||||
^^^^^^^^^^
|
||||
|
||||
Odoo uses PostgreSQL as database management system. Use your package manager to download and install
|
||||
PostgreSQL (supported version: 10.0 and later).
|
||||
|
||||
On Debian/Unbuntu, it can be achieved by executing the following:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo apt install postgresql postgresql-client
|
||||
|
||||
By default, the only user is `postgres` but Odoo forbids connecting as `postgres`, so you need to
|
||||
create a new PostgreSQL user:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo -u postgres createuser -s $USER
|
||||
$ createdb $USER
|
||||
|
||||
.. note:: Because your PostgreSQL user has the same name as your Unix login, you will be able to
|
||||
connect to the database without password.
|
||||
|
||||
Dependencies
|
||||
^^^^^^^^^^^^
|
||||
|
||||
For libraries using native code, it is necessary to install development tools and native
|
||||
dependencies before the Python dependencies of Odoo. They are available in `-dev` or `-devel`
|
||||
packages for Python, PostgreSQL, libxml2, libxslt1, libevent, libsasl2 and libldap2.
|
||||
|
||||
On Debian/Unbuntu, the following command should install all the required libraries:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo apt install python3-dev libxml2-dev libxslt1-dev libldap2-dev libsasl2-dev \
|
||||
libtiff5-dev libjpeg8-dev libopenjp2-7-dev zlib1g-dev libfreetype6-dev \
|
||||
liblcms2-dev libwebp-dev libharfbuzz-dev libfribidi-dev libxcb1-dev libpq-dev
|
||||
|
||||
Odoo dependencies are listed in the `requirements.txt` file located at the root of the Odoo
|
||||
community directory.
|
||||
|
||||
.. tip:: It can be preferable to not mix python modules packages between different instances of Odoo
|
||||
or with your system. You can use virtualenv_ to create isolated Python environments.
|
||||
|
||||
Navigate to the path of your Odoo Community installation (`CommunityPath`) and run **pip**
|
||||
on the requirements file:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ cd /CommunityPath
|
||||
$ pip3 install setuptools wheel
|
||||
$ pip3 install -r requirements.txt
|
||||
|
||||
.. warning:: `wkhtmltopdf` is not installed through **pip** and must be installed manually in
|
||||
version `0.12.5 <the wkhtmltopdf download page_>`_ for it to support headers and
|
||||
footers. See our `wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more
|
||||
details on the various versions.
|
||||
|
||||
For languages with right-to-left interface (such as Arabic or Hebrew), the package `rtlcss` is
|
||||
needed:
|
||||
|
||||
#. Download and install **nodejs** and **npm** with your package manager.
|
||||
#. Install `rtlcss`:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo npm install -g rtlcss
|
||||
|
||||
Running Odoo
|
||||
''''''''''''
|
||||
|
||||
Once all dependencies are set up, Odoo can be launched by running `odoo-bin`, the
|
||||
command-line interface of the server. It is located at the root of the Odoo Community directory.
|
||||
|
||||
To configure the server, you can either specify :ref:`command-line arguments <reference/cmdline/server>` or a
|
||||
:ref:`configuration file <reference/cmdline/config>`.
|
||||
|
||||
.. tip:: For the Enterprise edition, you must add the path to the `enterprise` addons to the
|
||||
`addons-path` argument. Note that it must come before the other paths in `addons-path` for
|
||||
addons to be loaded correctly.
|
||||
|
||||
Common necessary configurations are:
|
||||
|
||||
* PostgreSQL user and password. Odoo has no defaults beyond
|
||||
`psycopg2's defaults <http://initd.org/psycopg/docs/module.html>`_: connects over a UNIX socket on
|
||||
port `5432` with the current user and no password.
|
||||
* Custom addon paths beyond the defaults, to load your own modules.
|
||||
|
||||
A typical way to run the server would be:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ cd /CommunityPath
|
||||
$ python3 odoo-bin --addons-path=addons -d mydb
|
||||
|
||||
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
|
||||
directory paths separated by a comma to ``addons`` at the end of the addons-path option.
|
||||
|
||||
Mac OS
|
||||
------
|
||||
|
||||
Fetch the sources
|
||||
'''''''''''''''''
|
||||
|
||||
There are two ways to obtain the source code of Odoo: as a zip **archive** or through **git**.
|
||||
|
||||
Archive
|
||||
^^^^^^^
|
||||
|
||||
Community Edition:
|
||||
|
||||
* `Official download page <download_>`_
|
||||
* `GitHub repository <community-repository_>`_
|
||||
* `Nightly server <nightly_>`_
|
||||
|
||||
Enterprise Edition:
|
||||
|
||||
* `Official download page <download_>`_
|
||||
* `GitHub repository <enterprise-repository_>`_
|
||||
|
||||
Git
|
||||
^^^
|
||||
|
||||
The following requires git_ to be installed on your machine and that you have basic knowledge of
|
||||
git commands.
|
||||
|
||||
Community Edition:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ git clone https://github.com/odoo/odoo.git
|
||||
|
||||
|
||||
Enterprise Edition: (see :ref:`setup/install/editions` to get access)
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ git clone https://github.com/odoo/enterprise.git
|
||||
|
||||
.. note:: **The Enterprise git repository does not contain the full Odoo source code**. It is only
|
||||
a collection of extra add-ons. The main server code is in the Community version. Running
|
||||
the Enterprise version actually means running the server from the Community version with
|
||||
the addons-path option set to the folder with the Enterprise version. You need to clone
|
||||
both the Community and Enterprise repository to have a working Odoo Enterprise
|
||||
installation.
|
||||
|
||||
Prepare
|
||||
'''''''
|
||||
|
||||
Python
|
||||
^^^^^^
|
||||
|
||||
Odoo requires Python 3.6 or later to run. Use your preferred package manager (homebrew_, macports_)
|
||||
to download and install Python 3 on your machine if it is not already done.
|
||||
|
||||
.. note:: If Python 3 is already installed, make sure that the version is 3.6 or above, as previous
|
||||
versions are not compatible with Odoo.
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ python3 --version
|
||||
|
||||
Verify also that pip_ is installed for this version.
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ pip3 --version
|
||||
|
||||
PostgreSQL
|
||||
^^^^^^^^^^
|
||||
|
||||
Odoo uses PostgreSQL as database management system. Use `postgres.app <https://postgresapp.com>`_
|
||||
to download and install PostgreSQL (supported version: 10.0 and later).
|
||||
|
||||
By default, the only user is `postgres` but Odoo forbids connecting as `postgres`, so you need to
|
||||
create a new PostgreSQL user:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo -u postgres createuser -s $USER
|
||||
$ createdb $USER
|
||||
|
||||
.. note:: Because your PostgreSQL user has the same name as your Unix login, you will be able to
|
||||
connect to the database without password.
|
||||
|
||||
Dependencies
|
||||
^^^^^^^^^^^^
|
||||
|
||||
Odoo dependencies are listed in the `requirements.txt` file located at the root of the Odoo
|
||||
community directory.
|
||||
|
||||
.. tip:: It can be preferable to not mix python modules packages between different instances of Odoo
|
||||
or with your system. You can use virtualenv_ to create isolated Python environments.
|
||||
|
||||
Navigate to the path of your Odoo Community installation (`CommunityPath`) and run **pip**
|
||||
on the requirements file:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ cd /CommunityPath
|
||||
$ pip3 install setuptools wheel
|
||||
$ pip3 install -r requirements.txt
|
||||
|
||||
.. warning:: Non-Python dependencies need to be installed with a package manager:
|
||||
|
||||
#. Download and install the **Command Line Tools**:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ xcode-select --install
|
||||
|
||||
#. Download and install the package manager of your choice (homebrew_, macports_).
|
||||
#. Install non-python dependencies.
|
||||
|
||||
.. warning:: `wkhtmltopdf` is not installed through **pip** and must be installed manually in
|
||||
version `0.12.5 <the wkhtmltopdf download page_>`_ for it to support headers and
|
||||
footers. See our `wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more
|
||||
details on the various versions.
|
||||
|
||||
For languages with right-to-left interface (such as Arabic or Hebrew), the package `rtlcss` is
|
||||
needed:
|
||||
|
||||
#. Download and install **nodejs** with your preferred package manager (homebrew_, macports_).
|
||||
#. Install `rtlcss`:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ sudo npm install -g rtlcss
|
||||
|
||||
Running Odoo
|
||||
''''''''''''
|
||||
|
||||
Once all dependencies are set up, Odoo can be launched by running `odoo-bin`, the
|
||||
command-line interface of the server. It is located at the root of the Odoo Community directory.
|
||||
|
||||
To configure the server, you can either specify :ref:`command-line arguments <reference/cmdline/server>` or a
|
||||
:ref:`configuration file <reference/cmdline/config>`.
|
||||
|
||||
.. tip:: For the Enterprise edition, you must add the path to the `enterprise` addons to the
|
||||
`addons-path` argument. Note that it must come before the other paths in `addons-path` for
|
||||
addons to be loaded correctly.
|
||||
|
||||
Common necessary configurations are:
|
||||
|
||||
* PostgreSQL user and password. Odoo has no defaults beyond
|
||||
`psycopg2's defaults <http://initd.org/psycopg/docs/module.html>`_: connects over a UNIX socket on
|
||||
port `5432` with the current user and no password.
|
||||
* Custom addon paths beyond the defaults, to load your own modules.
|
||||
|
||||
A typical way to run the server would be:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ cd /CommunityPath
|
||||
$ python3 odoo-bin --addons-path=addons -d mydb
|
||||
|
||||
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
|
||||
directory paths separated by a comma to ``addons`` at the end of the addons-path option.
|
||||
|
||||
|
||||
.. _setup/install/docker:
|
||||
|
||||
Docker
|
||||
======
|
||||
|
||||
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.
|
||||
|
||||
.. _Debian Buster: https://www.debian.org/releases/buster/
|
||||
.. _demo: https://demo.odoo.com
|
||||
.. _docker: https://www.docker.com
|
||||
.. _download: https://www.odoo.com/page/download
|
||||
.. _Ubuntu 18.04: http://releases.ubuntu.com/18.04/
|
||||
.. _EPEL: https://fedoraproject.org/wiki/EPEL
|
||||
.. _PostgreSQL: http://www.postgresql.org
|
||||
.. _the official installer:
|
||||
.. _install pip:
|
||||
https://pip.pypa.io/en/latest/installing.html#install-pip
|
||||
.. _Quilt: http://en.wikipedia.org/wiki/Quilt_(software)
|
||||
.. _saas: https://www.odoo.com/page/start
|
||||
.. _the wkhtmltopdf download page: https://github.com/wkhtmltopdf/wkhtmltopdf/releases/tag/0.12.5
|
||||
.. _UAC: http://en.wikipedia.org/wiki/User_Account_Control
|
||||
.. _wkhtmltopdf: http://wkhtmltopdf.org
|
||||
.. _pip: https://pip.pypa.io
|
||||
.. _macports: https://www.macports.org
|
||||
.. _homebrew: http://brew.sh
|
||||
.. _wheels: https://wheel.readthedocs.org/en/latest/
|
||||
.. _virtualenv: https://pypi.python.org/pypi/virtualenv
|
||||
.. _virtualenvwrapper: https://virtualenvwrapper.readthedocs.io/en/latest/
|
||||
.. _pywin32: http://sourceforge.net/projects/pywin32/files/pywin32/
|
||||
.. _community-repository: https://github.com/odoo/odoo
|
||||
.. _enterprise-repository: https://github.com/odoo/enterprise
|
||||
.. _git: https://git-scm.com/
|
||||
.. _Editions: https://www.odoo.com/pricing#pricing_table_features
|
||||
.. _nightly: https://nightly.odoo.com/
|
||||
.. _extra: https://nightly.odoo.com/extra/
|
||||
14
content/administration/maintain.rst
Normal file
@@ -0,0 +1,14 @@
|
||||
:nosearch:
|
||||
|
||||
========
|
||||
Maintain
|
||||
========
|
||||
|
||||
.. toctree::
|
||||
|
||||
maintain/update
|
||||
maintain/enterprise
|
||||
maintain/hosting_changes
|
||||
maintain/online
|
||||
maintain/on_premise
|
||||
maintain/supported_versions
|
||||
@@ -1,9 +1,9 @@
|
||||
|
||||
.. _setup/enterprise:
|
||||
|
||||
============================
|
||||
From Community to Enterprise
|
||||
============================
|
||||
===============================
|
||||
Upgrade Community to Enterprise
|
||||
===============================
|
||||
|
||||
Depending on your current installation, there are multiple ways to upgrade
|
||||
your community version.
|
||||
|
Before Width: | Height: | Size: 6.9 KiB After Width: | Height: | Size: 6.9 KiB |
|
Before Width: | Height: | Size: 22 KiB After Width: | Height: | Size: 22 KiB |
|
Before Width: | Height: | Size: 12 KiB After Width: | Height: | Size: 12 KiB |
|
Before Width: | Height: | Size: 27 KiB After Width: | Height: | Size: 27 KiB |
@@ -1,9 +1,9 @@
|
||||
|
||||
.. _db_management/hosting_changes:
|
||||
|
||||
===============
|
||||
Hosting Changes
|
||||
===============
|
||||
=======================
|
||||
Change hosting solution
|
||||
=======================
|
||||
|
||||
You may want to move your Odoo database from one hosting solution to another.
|
||||
Depending on the platforms, you have to do it by yourself or contact our support team first.
|
||||
@@ -59,4 +59,3 @@ From Odoo.sh to on-premises
|
||||
1. Grab a :ref:`backup of your Odoo.sh production database <odoo_sh_branches_backups>`.
|
||||
2. Restore it from the database manager on your local server.
|
||||
|
||||
|
||||
@@ -1,9 +1,6 @@
|
||||
|
||||
.. _db_premise:
|
||||
|
||||
===============================
|
||||
On-premises Database management
|
||||
===============================
|
||||
==============================
|
||||
On-premise database management
|
||||
==============================
|
||||
|
||||
Register a database
|
||||
===================
|
||||
@@ -21,7 +18,7 @@ Registration Error Message
|
||||
If you are unable to register your database, you will likely encounter this
|
||||
message:
|
||||
|
||||
.. image:: media/error_message_sub_code.png
|
||||
.. image:: on_premise/error_message_sub_code.png
|
||||
:align: center
|
||||
:alt: Something went wrong while registering your database,
|
||||
you can try again or contact Odoo Help
|
||||
@@ -44,14 +41,14 @@ Solutions
|
||||
* You can unlink the old database yourself on your `Odoo Contract
|
||||
<https://accounts.odoo.com/my/subscription>`__ with the button "Unlink database"
|
||||
|
||||
.. image:: media/unlink_single_db.png
|
||||
.. image:: on_premise/unlink_single_db.png
|
||||
:align: center
|
||||
|
||||
|
||||
A confirmation message will appear; make sure this is the correct database as
|
||||
it will be deactivated shortly:
|
||||
|
||||
.. image:: media/unlink_confirm_enterprise_edition.png
|
||||
.. image:: on_premise/unlink_confirm_enterprise_edition.png
|
||||
:align: center
|
||||
|
||||
|
||||
@@ -65,7 +62,7 @@ Solutions
|
||||
<https://accounts.odoo.com/my/subscription>`__, a short message will appear
|
||||
specifying which database is problematic:
|
||||
|
||||
.. image:: media/unlink_db_name_collision.png
|
||||
.. image:: on_premise/unlink_db_name_collision.png
|
||||
:align: center
|
||||
|
||||
|
||||
@@ -96,7 +93,7 @@ Error message due to too many users
|
||||
If you have more users in your local database than provisionned in your
|
||||
Odoo Enterprise subscription, you may encounter this message:
|
||||
|
||||
.. image:: media/add_more_users.png
|
||||
.. image:: on_premise/add_more_users.png
|
||||
:align: center
|
||||
:alt: This database will expire in X days, you
|
||||
have more users than your subscription allows
|
||||
@@ -125,7 +122,7 @@ Database expired error message
|
||||
If your database reaches its expiration date before your renew your subscription,
|
||||
you will encounter this message:
|
||||
|
||||
.. image:: media/database_expired.png
|
||||
.. image:: on_premise/database_expired.png
|
||||
:align: center
|
||||
:alt: This database has expired.
|
||||
|
||||
@@ -157,7 +154,7 @@ You can duplicate your database by accessing the database manager on your
|
||||
server (<odoo-server>/web/database/manager). In this page, you can easily
|
||||
duplicate your database (among other things).
|
||||
|
||||
.. image:: media/db_manager.gif
|
||||
.. image:: on_premise/db_manager.gif
|
||||
:align: center
|
||||
|
||||
|
||||
@@ -175,5 +172,5 @@ System Parameters`, we advise you to use a `uuid generator <https://www.uuidtool
|
||||
use the unix command ``uuidgen`` to generate a new uuid. You can then simply replace it like any
|
||||
other record by clicking on it and using the edit button.
|
||||
|
||||
.. image:: media/db_uuid.png
|
||||
.. image:: on_premise/db_uuid.png
|
||||
:align: center
|
||||
|
Before Width: | Height: | Size: 9.5 KiB After Width: | Height: | Size: 9.5 KiB |
|
Before Width: | Height: | Size: 4.6 KiB After Width: | Height: | Size: 4.6 KiB |
|
Before Width: | Height: | Size: 89 KiB After Width: | Height: | Size: 89 KiB |
|
Before Width: | Height: | Size: 17 KiB After Width: | Height: | Size: 17 KiB |
|
Before Width: | Height: | Size: 6.9 KiB After Width: | Height: | Size: 6.9 KiB |
|
Before Width: | Height: | Size: 11 KiB After Width: | Height: | Size: 11 KiB |
|
Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
|
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 14 KiB |
143
content/administration/maintain/online.rst
Normal file
@@ -0,0 +1,143 @@
|
||||
=================================
|
||||
Online (SaaS) database management
|
||||
=================================
|
||||
|
||||
To manage a database, sign in to https://www.odoo.com and access the `database management page
|
||||
<https://www.odoo.com/my/databases>`_ by clicking on the user icon, then on *My Databases*.
|
||||
|
||||
.. image:: online/my-databases.png
|
||||
:align: center
|
||||
:alt: Clicking on the user icon opens a drop-down menu. "My databases" button is highlighted.
|
||||
|
||||
.. note::
|
||||
Make sure you are connected as the administrator of the database you want to manage.
|
||||
|
||||
.. image:: online/dropdown-menu.png
|
||||
:align: right
|
||||
:alt: Clicking on the gear icon opens the drop-down menu.
|
||||
|
||||
Open the drop-down menu next to the database you want to manage by clicking on the gear icon.
|
||||
|
||||
Several actions are available:
|
||||
|
||||
- :ref:`online/upgrade`
|
||||
- :ref:`online/duplicate`
|
||||
- :ref:`online/rename`
|
||||
- :ref:`online/download`
|
||||
- :ref:`online/domains`
|
||||
- :ref:`online/tags`
|
||||
- :ref:`online/delete`
|
||||
- :ref:`online/contact-support`
|
||||
- :ref:`online/users`
|
||||
|
||||
.. _online/upgrade:
|
||||
|
||||
Upgrade
|
||||
=======
|
||||
|
||||
Upgrade the database to the latest Odoo version.
|
||||
|
||||
.. warning::
|
||||
Upgrading a database to a newer version of Odoo is a complex operation that requires time and
|
||||
caution. It is essential to test the upgrade before upgrading the production database.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../upgrade/process`
|
||||
|
||||
.. _online/duplicate:
|
||||
|
||||
Duplicate
|
||||
=========
|
||||
|
||||
Make an exact copy of the database to be able to perform testing without compromising the daily
|
||||
operations.
|
||||
|
||||
.. important::
|
||||
- By checking *For testing purposes*, all external communication (emails, payments, delivery
|
||||
orders, etc.) are disabled by default on the duplicated database.
|
||||
- Duplicate databases expire automatically after 15 days.
|
||||
|
||||
.. _online/rename:
|
||||
|
||||
Rename
|
||||
======
|
||||
|
||||
Rename the database and its URL.
|
||||
|
||||
.. _online/download:
|
||||
|
||||
Download
|
||||
========
|
||||
|
||||
Download instantly a ZIP file with a backup of the database.
|
||||
|
||||
.. note::
|
||||
Databases are backed up daily according to the `Odoo Cloud SLA
|
||||
<https://www.odoo.com/cloud-sla>`_.
|
||||
|
||||
.. _online/domains:
|
||||
|
||||
Domains
|
||||
=======
|
||||
|
||||
Configure custom domains to access the database via another URL.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`/applications/websites/website/publish/domain_name`
|
||||
|
||||
.. _online/tags:
|
||||
|
||||
Tags
|
||||
====
|
||||
|
||||
Add tags to sort your databases out. You can search the tags in the search bar.
|
||||
|
||||
.. _online/delete:
|
||||
|
||||
Delete
|
||||
======
|
||||
|
||||
Delete a database instantly.
|
||||
|
||||
.. danger::
|
||||
Deleting a database means that all data is permanently lost. The deletion is instant and for all
|
||||
users. It is recommended to create a backup of the database before deleting it.
|
||||
|
||||
Read carefully the warning message that pops up and proceed only if you fully understand the
|
||||
implications of deleting a database:
|
||||
|
||||
.. image:: online/delete.png
|
||||
:align: center
|
||||
:alt: A warning message is prompted before deleting a database.
|
||||
|
||||
.. note::
|
||||
- Only an administrator can delete a database.
|
||||
- The database name is immediately available for a new database.
|
||||
- It is not possible to delete a database if it is expired or linked to a subscription. If
|
||||
needed, please get in touch with `Odoo Support <https://www.odoo.com/help>`_.
|
||||
- To delete your account, please get in touch with `Odoo Support <https://www.odoo.com/help>`_.
|
||||
|
||||
.. _online/contact-support:
|
||||
|
||||
Contact Support
|
||||
===============
|
||||
|
||||
Access the Odoo `support page <https://www.odoo.com/help>`_ with your database's details already
|
||||
pre-filled.
|
||||
|
||||
.. _online/users:
|
||||
|
||||
Invite / Remove Users
|
||||
=====================
|
||||
|
||||
To invite users, fill out the email address of the new user and click on *Invite*. To add multiple
|
||||
users, click on *Add more users*.
|
||||
|
||||
.. image:: online/invite-users.png
|
||||
:align: center
|
||||
:alt: Clicking on "Add more users" adds additional email fields.
|
||||
|
||||
To remove users, select the users to remove and click on *Remove*.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`/applications/general/users/manage_users`
|
||||
BIN
content/administration/maintain/online/delete.png
Normal file
|
After Width: | Height: | Size: 19 KiB |
BIN
content/administration/maintain/online/dropdown-menu.png
Normal file
|
After Width: | Height: | Size: 5.5 KiB |
BIN
content/administration/maintain/online/invite-users.png
Normal file
|
After Width: | Height: | Size: 6.0 KiB |
BIN
content/administration/maintain/online/my-databases.png
Normal file
|
After Width: | Height: | Size: 9.6 KiB |
88
content/administration/maintain/supported_versions.rst
Normal file
@@ -0,0 +1,88 @@
|
||||
|
||||
.. _supported_versions:
|
||||
|
||||
==================
|
||||
Supported versions
|
||||
==================
|
||||
|
||||
|
||||
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
|
||||
supported as well. These versions are not published for Odoo.sh or On-Premise
|
||||
installations.
|
||||
|
||||
|
||||
What's the support status of my Odoo?
|
||||
=====================================
|
||||
|
||||
This matrix shows the support status of every version.
|
||||
|
||||
**Major releases are in bold type.**
|
||||
|
||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||
| | Odoo Online | Odoo.sh | On-Premise | Release date | End of support |
|
||||
+=================+=============+==========+=============+================+========================+
|
||||
| **Odoo 15.0** | |green| | |green| | |green| | October 2021 | October 2024 (planned) |
|
||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||
| **Odoo 14.0** | |green| | |green| | |green| | October 2020 | October 2023 (planned) |
|
||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||
| **Odoo 13.0** | |green| | |green| | |green| | October 2019 | October 2022 (planned) |
|
||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||
| Odoo 12.saas~3 | |orange| | N/A | N/A | August 2019 | |
|
||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||
| **Odoo 12.0** | |orange| | |orange| | |red| | October 2018 | October 2021 |
|
||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||
| Odoo 11.saas~3 | |orange| | N/A | N/A | April 2018 | |
|
||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||
| **Odoo 11.0** | |orange| | |orange| | |red| | October 2017 | October 2020 |
|
||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||
| Odoo 10.saas~15 | |orange| | N/A | N/A | March 2017 | |
|
||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||
| Odoo 10.saas~14 | |orange| | N/A | N/A | January 2017 | |
|
||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||
| **Odoo 10.0** | |orange| | |orange| | |red| | October 2016 | October 2019 |
|
||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||
| Odoo 9.saas~11 | |orange| | N/A | N/A | May 2016 | |
|
||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||
| **Odoo 9.0** | |orange| | N/A | |red| | October 2015 | October 2018 |
|
||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||
| Odoo 8.saas~6 | |orange| | N/A | N/A | February 2015 | |
|
||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||
| **Odoo 8.0** | |orange| | N/A | |red| | September 2014 | October 2017 |
|
||||
+-----------------+-------------+----------+-------------+----------------+------------------------+
|
||||
|
||||
|
||||
.. note::
|
||||
|
||||
|green| Supported version
|
||||
|
||||
|red| End-of-support
|
||||
|
||||
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
|
||||
|
||||
|
||||
.. 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...
|
||||
|
||||
.. |green| image:: data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHZpZXdCb3g9IjAgMCAyMzIuMTkgMjMyLjE5Ij48Y2lyY2xlIGN4PSIxMTYuMDkiIGN5PSIxMTYuMDkiIHI9IjExNi4wOSIgc3R5bGU9ImZpbGw6IzAwYTcwMCIvPjwvc3ZnPg==
|
||||
:width: 15
|
||||
|
||||
.. |red| image:: data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHZpZXdCb3g9IjAgMCAyMzIuMTkgMjMyLjE5Ij48Y2lyY2xlIGN4PSIxMTYuMDkiIGN5PSIxMTYuMDkiIHI9IjExNi4wOSIgc3R5bGU9ImZpbGw6I2QwMDAwMCIvPjwvc3ZnPg==
|
||||
:width: 15
|
||||
|
||||
.. |orange| image:: data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHZpZXdCb3g9IjAgMCAyMzIuMTkgMjMyLjE5Ij48Y2lyY2xlIGN4PSIxMTYuMDkiIGN5PSIxMTYuMDkiIHI9IjExNi4wOSIgc3R5bGU9ImZpbGw6I2ZmYTcwMCIvPjwvc3ZnPg==
|
||||
:width: 15
|
||||
|
||||
I run an older version of Odoo/OpenERP/TinyERP
|
||||
==============================================
|
||||
|
||||
OpenERP 7.0, 6.1, 6.0 and 5.0 is not supported anymore, on any platform.
|
||||
|
||||
TinyERP 4.0, 3.0, 2.0 and 1.0 is not supported anymore, on any platform.
|
||||
|
||||
Even though we don't support older versions, you can always `upgrade from any version <https://upgrade.odoo.com/>`_.
|
||||
@@ -1,9 +1,9 @@
|
||||
|
||||
.. _setup/update:
|
||||
|
||||
=============================
|
||||
Updating an Odoo installation
|
||||
=============================
|
||||
==============
|
||||
Bugfix updates
|
||||
==============
|
||||
|
||||
Introduction
|
||||
============
|
||||
@@ -147,4 +147,4 @@ Docker
|
||||
------
|
||||
|
||||
Please refer to our `Docker image documentation <https://hub.docker.com/_/odoo/>`_ for
|
||||
specific update instructions.
|
||||
specific update instructions.
|
||||
@@ -1,5 +1,7 @@
|
||||
:nosearch:
|
||||
|
||||
=======
|
||||
Odoo sh
|
||||
Odoo.sh
|
||||
=======
|
||||
|
||||
|
||||
|
||||
@@ -1,3 +1,4 @@
|
||||
:nosearch:
|
||||
|
||||
=================
|
||||
Advanced
|
||||
@@ -8,5 +9,4 @@ Advanced
|
||||
|
||||
advanced/containers
|
||||
advanced/submodules
|
||||
advanced/upgrade_your_database
|
||||
advanced/frequent_technical_questions
|
||||
|
||||
@@ -167,7 +167,7 @@ In the above commands, the argument:
|
||||
* ``--stop-after-init`` will immediately shutdown the server instance after it completed the operations you asked.
|
||||
|
||||
More options are available and detailed in the
|
||||
:doc:`CLI documentation </developer/reference/cmdline>`.
|
||||
:doc:`CLI documentation </developer/misc/other/cmdline>`.
|
||||
|
||||
You can find in the logs (*~/logs/odoo.log*) the addons path used by Odoo.sh to run your server.
|
||||
Look for "*odoo: addons paths*":
|
||||
|
||||
@@ -30,3 +30,26 @@ We advise that:
|
||||
`idempotent <https://stackoverflow.com/a/1077421/3332416>`_: they must not
|
||||
cause side-effects if they are started more often than expected.
|
||||
|
||||
Why are the installed Python libraries different from Odoo's own requirements.txt?
|
||||
----------------------------------------------------------------------------------
|
||||
|
||||
On Odoo.sh, Odoo uses the Python libraries available in the Linux distribution
|
||||
to fulfill its dependencies. Odoo is compatible with the packages in Debian
|
||||
stable and Ubuntu LTS releases. The `requirements.txt <https://github.com/odoo/odoo/blob/master/requirements.txt>`_
|
||||
included with Odoo is intended for use on different distributions where the
|
||||
same library versions might not be available. As a result, Odoo.sh does not use
|
||||
Odoo's own requirements.txt file and there might be occasional differences
|
||||
between them.
|
||||
|
||||
For example, reportlab 3.5.34 is the version available on Ubuntu 20.04 as a
|
||||
distribution package. That distribution uses Python 3.8, in which case
|
||||
requirements.txt in `Odoo 14.0 <https://github.com/odoo/odoo/blob/2097c75dc38b310c4d9ddecd79e2218448a51a4c/requirements.txt#L46>`_
|
||||
specifies reportlab 3.5.55. Normally speaking the pin in requirements.txt
|
||||
should reflect that and be 3.5.34, but it turns out that this version only
|
||||
works if Ubuntu's patches are applied to it. Ubuntu LTS releases have
|
||||
backporting of bug fixes, which means that the behavior of a Python package in
|
||||
the distribution might not be the same as that same version when installed with
|
||||
pip. This is the case with reportlab, which is why the pin is different.
|
||||
|
||||
If a custom module requires a more recent version of a package than is
|
||||
installed on Odoo.sh, you can specify it in your own requirements.txt file.
|
||||
@@ -1,3 +1,4 @@
|
||||
:nosearch:
|
||||
|
||||
=================
|
||||
Get started
|
||||
|
||||
@@ -42,7 +42,7 @@ instance will be held temporarily unavailable for maintenance reason.
|
||||
|
||||
This method is equivalent to perform an upgrade of the module through the Apps menu,
|
||||
or through the :code:`-u` switch of
|
||||
:doc:`the command line </developer/reference/cmdline>`.
|
||||
:doc:`the command line </developer/misc/other/cmdline>`.
|
||||
|
||||
In the case the changes in the commit prevent the server to restart,
|
||||
or if the modules update fails,
|
||||
|
||||
@@ -78,7 +78,8 @@ You can start using Odoo.sh. Your first build is about to be created. You will s
|
||||
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 above database.
|
||||
You can import your database in your Odoo.sh project as long as it is in a :doc:`supported version
|
||||
</administration/maintain/supported_versions>` of Odoo.
|
||||
|
||||
Push your modules in production
|
||||
-------------------------------
|
||||
@@ -183,4 +184,4 @@ 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.
|
||||
Read the :doc:`database registration documentation <../../maintain/on_premise>` for instructions.
|
||||
|
||||
@@ -1,3 +1,4 @@
|
||||
:nosearch:
|
||||
|
||||
=================
|
||||
Overview
|
||||
|
||||
12
content/administration/upgrade.rst
Normal file
@@ -0,0 +1,12 @@
|
||||
:nosearch:
|
||||
|
||||
=======
|
||||
Upgrade
|
||||
=======
|
||||
|
||||
.. toctree::
|
||||
|
||||
upgrade/process
|
||||
upgrade/odoo_sh
|
||||
upgrade/service_level
|
||||
upgrade/faq
|
||||
171
content/administration/upgrade/faq.rst
Normal file
@@ -0,0 +1,171 @@
|
||||
.. |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 will be similar to
|
||||
the production upgrade.
|
||||
|
||||
.. _upgrade-faq/project:
|
||||
|
||||
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/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:: |assistance-contact|
|
||||
|
||||
.. 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/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>`_.
|
||||
@@ -1,9 +1,7 @@
|
||||
|
||||
=====================
|
||||
Upgrade your database
|
||||
=====================
|
||||
|
||||
.. _odoosh-advanced-upgrade_your_database:
|
||||
=======================
|
||||
Odoo.sh version upgrade
|
||||
=======================
|
||||
|
||||
Download and Upload your database
|
||||
=================================
|
||||
256
content/administration/upgrade/process.rst
Normal file
@@ -0,0 +1,256 @@
|
||||
.. |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`
|
||||
|
After Width: | Height: | Size: 5.3 KiB |
BIN
content/administration/upgrade/process/online-upgrade-button.png
Normal file
|
After Width: | Height: | Size: 10 KiB |
|
Before Width: | Height: | Size: 9.5 KiB After Width: | Height: | Size: 9.5 KiB |
|
Before Width: | Height: | Size: 2.8 KiB After Width: | Height: | Size: 2.8 KiB |
|
Before Width: | Height: | Size: 13 KiB After Width: | Height: | Size: 13 KiB |
|
Before Width: | Height: | Size: 8.7 KiB After Width: | Height: | Size: 8.7 KiB |
|
Before Width: | Height: | Size: 2.9 KiB After Width: | Height: | Size: 2.9 KiB |
37
content/administration/upgrade/service_level.rst
Normal file
@@ -0,0 +1,37 @@
|
||||
.. |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|
|
||||
@@ -1,9 +1,18 @@
|
||||
============
|
||||
Applications
|
||||
============
|
||||
:nosearch:
|
||||
:show-content:
|
||||
:hide-page-toc:
|
||||
:show-toc:
|
||||
|
||||
|
||||
=========
|
||||
User Docs
|
||||
=========
|
||||
|
||||
Discover our user guides and configuration tutorials per application.
|
||||
|
||||
|
||||
.. toctree::
|
||||
:maxdepth: 2
|
||||
|
||||
applications/finance
|
||||
applications/sales
|
||||
|
||||
@@ -1,3 +1,5 @@
|
||||
:nosearch:
|
||||
|
||||
=======
|
||||
Finance
|
||||
=======
|
||||
|
||||
@@ -1,9 +1,25 @@
|
||||
:nosearch:
|
||||
:show-content:
|
||||
:hide-page-toc:
|
||||
:show-toc:
|
||||
|
||||
========================
|
||||
Accounting and Invoicing
|
||||
========================
|
||||
|
||||
**Odoo Invoicing** is a standalone invoicing app to create invoices, send them to your customers,
|
||||
and manage payments.
|
||||
|
||||
**Odoo Accounting** is a full featured accounting app. Accountant productivity is at the core of its
|
||||
development with features such as AI-powered invoice recognition, synchronization with your bank
|
||||
accounts, smart matching suggestions, etc.
|
||||
|
||||
.. seealso::
|
||||
- `Odoo Tutorials: Invoicing <https://www.odoo.com/slides/invoicing-18>`_
|
||||
- `Odoo Tutorials: Accounting <https://www.odoo.com/slides/accounting-19>`_
|
||||
- :doc:`Accounting Cheat Sheet <accounting/getting_started/memento>`
|
||||
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
@@ -15,155 +31,3 @@ Accounting and Invoicing
|
||||
accounting/reporting
|
||||
accounting/others
|
||||
accounting/fiscal_localizations
|
||||
|
||||
**Odoo Invoicing** is a standalone invoicing app that allows you to :doc:`issue invoices
|
||||
<accounting/receivables/customer_invoices/overview>`, send them to your customers, and manage
|
||||
payments, including :doc:`online payments
|
||||
<accounting/receivables/customer_payments/online_payment>`. It works as a "lighter" version of Odoo
|
||||
Accounting, and you can upgrade it to Odoo Accounting if you need more advanced accounting features.
|
||||
|
||||
**Odoo Accounting** is a complete and strong accounting app. The automation of processes is at the
|
||||
core of its development with its perfect integration with all Odoo apps and with features such as
|
||||
:doc:`AI-powered invoice recognition <accounting/payables/supplier_bills/ocr>`,
|
||||
:doc:`synchronization with your bank accounts <accounting/bank/feeds/bank_synchronization>`, and
|
||||
:doc:`automatic suggestions for a simplified reconciliation process
|
||||
<accounting/bank/reconciliation/reconciliation_models>`.
|
||||
|
||||
.. seealso::
|
||||
- `Odoo Invoicing: product page <https://www.odoo.com/app/invoicing>`_
|
||||
- `Odoo Accounting: product page <https://www.odoo.com/app/accounting>`_
|
||||
|
||||
Double-entry bookkeeping
|
||||
========================
|
||||
|
||||
Odoo automatically creates all the behind-the-scenes journal entries
|
||||
for each of your accounting transactions: customer invoices, point of
|
||||
sale order, expenses, inventory moves, etc.
|
||||
|
||||
Odoo uses the rules of double-entry bookkeeping system: all journal
|
||||
entries are automatically balanced (sum of debits = sum of credits).
|
||||
|
||||
.. seealso::
|
||||
- :doc:`Understand Odoo's accounting transactions per document
|
||||
<accounting/getting_started/memento>`
|
||||
|
||||
Accrual and Cash Basis Methods
|
||||
==============================
|
||||
|
||||
Odoo supports both accrual and cash basis reporting. This allows you to
|
||||
report income / expense at the time transactions occur (i.e., accrual basis), or when
|
||||
payment is made or received (i.e., cash basis).
|
||||
|
||||
Multi-companies
|
||||
===============
|
||||
|
||||
Odoo allows one to manage several companies within the same database. Each
|
||||
company has its own chart of accounts and rules. You can get
|
||||
consolidation reports following your consolidation rules.
|
||||
|
||||
Users can access several companies but always work in one company at a
|
||||
time.
|
||||
|
||||
Multi-currencies
|
||||
================
|
||||
|
||||
Every transaction is recorded in the default currency of the
|
||||
company. For transactions occurring in another currency, Odoo stores
|
||||
both the value in the currency of the company and the value in the
|
||||
currency of the transaction. Odoo can generate currencies gains and
|
||||
losses after the reconciliation of the journal items.
|
||||
|
||||
Currency rates are updated once a day using a yahoo.com online
|
||||
web-service.
|
||||
|
||||
International Standards
|
||||
=======================
|
||||
|
||||
Odoo accounting supports more than 50 countries. The Odoo core
|
||||
accounting implements accounting standards that are common to all
|
||||
countries. Specific modules exist per country for the
|
||||
specificities of the country like the chart of accounts, taxes, or
|
||||
bank interfaces.
|
||||
|
||||
In particular, Odoo's core accounting engine supports:
|
||||
|
||||
* Anglo-Saxon Accounting (U.S., U.K.,, and other English-speaking
|
||||
countries including Ireland, Canada, Australia, and New Zealand)
|
||||
where costs of good sold are reported when products are
|
||||
sold/delivered.
|
||||
* European accounting where expenses are accounted at the supplier
|
||||
bill.
|
||||
|
||||
Odoo has modules to comply with IFRS rules.
|
||||
|
||||
Accounts Receivable and Payable
|
||||
===============================
|
||||
|
||||
By default, Odoo uses a single account for all account
|
||||
receivable entries and one for all accounts payable entries. You can
|
||||
create separate accounts per customers/suppliers, but you don't need
|
||||
to.
|
||||
|
||||
As transactions are associated to customers or suppliers, you get
|
||||
reports to perform analysis per customer/supplier such as the customer
|
||||
statement, revenues per customers, aged receivable/payables, ...
|
||||
|
||||
Wide range of financial reports
|
||||
===============================
|
||||
|
||||
In Odoo, you can generate financial reports in real time. Odoo's
|
||||
reports range from basic accounting reports to advanced management
|
||||
reports. Odoo's reports include:
|
||||
|
||||
* Performance reports (such as Profit and Loss, Budget Variance)
|
||||
* Position reports (such as Balance Sheet, Aged Payables, Aged
|
||||
Receivables)
|
||||
* Cash reports (such as Bank Summary)
|
||||
* Detail reports (such as Trial Balance and General Ledger)
|
||||
* Management reports (such as Budgets, Executive Summary)
|
||||
|
||||
Odoo's report engine allows you to customize your own report based on
|
||||
your own formulae.
|
||||
|
||||
Import bank feeds automatically
|
||||
===============================
|
||||
|
||||
Bank reconciliation is a process that matches your bank statement
|
||||
lines, as supplied by the bank, to your accounting transactions in the
|
||||
general ledger. Odoo makes bank reconciliation easy by frequently
|
||||
importing bank statement lines from your bank directly into your Odoo
|
||||
account. This means you can have a daily view of your cashflow without
|
||||
having to log into your online banking or wait for your paper bank
|
||||
statements.
|
||||
|
||||
Odoo speeds up bank reconciliation by matching most of your imported
|
||||
bank statement lines to your accounting transactions. Odoo also
|
||||
remembers how you've treated other bank statement lines and provides
|
||||
suggested general ledger transactions.
|
||||
|
||||
Calculate the tax you owe your tax authority
|
||||
============================================
|
||||
|
||||
Odoo totals all your accounting transactions for your tax period and
|
||||
uses these totals to calculate your tax obligation. You can then check
|
||||
your sales tax by running Odoo's Tax Report.
|
||||
|
||||
Inventory Valuation
|
||||
===================
|
||||
|
||||
Odoo support both periodic (manual) and perpetual (automated)
|
||||
inventory valuations. The available methods are standard price,
|
||||
average price, LIFO (for countries allowing it) and FIFO.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`View impact of the valuation method on your transactions
|
||||
<../inventory_and_mrp/inventory/management/reporting/inventory_valuation_config>`
|
||||
|
||||
Easy retained earnings
|
||||
======================
|
||||
|
||||
Retained earnings are the portion of income retained by your
|
||||
business. Odoo automatically calculates your current year earnings in
|
||||
real time so no year-end journal or rollover is required. This is
|
||||
calculated by reporting the profit and loss balance to your balance
|
||||
sheet report automatically.
|
||||
|
||||
@@ -1,3 +1,5 @@
|
||||
:nosearch:
|
||||
|
||||
===========
|
||||
Bank & Cash
|
||||
===========
|
||||
|
||||
@@ -1,3 +1,5 @@
|
||||
:nosearch:
|
||||
|
||||
==========
|
||||
Bank Feeds
|
||||
==========
|
||||
@@ -8,4 +10,4 @@ Bank Feeds
|
||||
feeds/bank_statements
|
||||
feeds/bank_synchronization
|
||||
feeds/ponto
|
||||
feeds/paypal
|
||||
feeds/saltedge
|
||||
|
||||
@@ -2,102 +2,172 @@
|
||||
Bank Synchronization: Automatic Import
|
||||
======================================
|
||||
|
||||
Odoo can synchronize directly with your bank to get all bank statements imported automatically into
|
||||
your database.
|
||||
Odoo can synchronize directly with your bank institution to get all bank statements imported
|
||||
automatically into your database.
|
||||
|
||||
To check if your bank is compatible with Odoo, go to `Odoo Accounting Features
|
||||
<https://www.odoo.com/page/accounting-features>`_, and search for your bank in the *Supported Banks*
|
||||
section.
|
||||
<https://www.odoo.com/page/accounting-features>`_, and click on *See list of supported institutions*.
|
||||
|
||||
.. image:: media/bank_synchronization01.png
|
||||
.. image:: media/online-sync-doc.png
|
||||
:align: center
|
||||
:alt: checking a bank's compatibility with Odoo
|
||||
:alt: Checking a bank's compatibility with Odoo
|
||||
|
||||
The countries which are fully supported include the United States, Canada, New Zealand, Austria, and
|
||||
Belgium.
|
||||
|
||||
More than 30 countries are partially supported, including Colombia, India, France, and Spain.
|
||||
More than 20,000 institutions around the world are supported.
|
||||
|
||||
To connect to the banks, Odoo uses multiple web-services:
|
||||
|
||||
- **Plaid**: Mainly for the U.S
|
||||
- **Plaid**: United States of America and Canada
|
||||
- **Yodlee**: Worldwide
|
||||
- **Ponto**: For a growing number of European Banks. (:doc:`Click here for more information <ponto>`)
|
||||
- **Salt Edge**: Europe (:doc:`more information <saltedge>`)
|
||||
- **Ponto**: Europe (:doc:`more information <ponto>`)
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
Odoo Online Users
|
||||
-----------------
|
||||
On-Premise users
|
||||
----------------
|
||||
|
||||
Make sure the **Automatic Import** feature is activated by going to :menuselection:`Accounting
|
||||
--> Configuration --> Settings` in the *Bank & Cash* section.
|
||||
To be able to use this service, you need to have a valid Odoo Enterprise subscription.
|
||||
So make sure that your database is registered with your Odoo Enterprise contract.
|
||||
We also use a proxy between your database and the third party provider so, in case of
|
||||
a connection error, please check that you don't have a firewall or a proxy blocking the
|
||||
following address:
|
||||
|
||||
Odoo Enterprise Users
|
||||
- https://production.odoofin.com/
|
||||
|
||||
First Synchronization
|
||||
---------------------
|
||||
|
||||
If you plan to use a bank interface with your Odoo Enterprise subscription, you don’t have to do
|
||||
anything special. Just make sure that your database is registered with your Odoo Enterprise contract.
|
||||
You can start synchronization either by going to :menuselection:`Accounting --> Configuration
|
||||
--> Add a Bank Account` or via the configuration bar on the accounting dashboard.
|
||||
|
||||
Now you can search for your bank institution. Select it and follow the steps to synchronize with it.
|
||||
|
||||
.. note::
|
||||
you might want to check that you don't have a firewall/proxy blocking the following address:
|
||||
If you have any issues during your first synchronization, please verify that your
|
||||
web browser doesn't block pop-ups and that your adblocker is disabled.
|
||||
|
||||
- https://onlinesync.odoo.com/
|
||||
During your first synchronization, you will be asked for a phone number to secure your account.
|
||||
The reason we ask for such information is that we don't want your data falling into the wrong
|
||||
hands. Therefore, if we detect suspicious activity on your account, we block all requests coming
|
||||
from your account, and you need to reactivate it using that phone number.
|
||||
The third-party provider may request more information in order to connect with your bank institution.
|
||||
This information is not stored on Odoo's servers.
|
||||
|
||||
Sync your bank feeds
|
||||
====================
|
||||
By default, transactions fetched from an online source are grouped inside the same statement, and
|
||||
one bank statement is created per month. You can change the bank statement creation periodicity
|
||||
in your journal settings.
|
||||
|
||||
First, make sure that the **Automated Bank Synchronization** is activated in your journal.
|
||||
You can find all your synchronizations by going to :menuselection:`Accounting --> Configuration -->
|
||||
Online Synchronization`.
|
||||
|
||||
To do so, go to :menuselection:`Accounting --> Configuration --> Journals`, then open your *Bank
|
||||
Journal*, click on *Edit*, and select **Automated Bank Synchronization** in the *Bank Feed* field.
|
||||
Synchronize manually
|
||||
--------------------
|
||||
|
||||
.. image:: media/bank_synchronization02.png
|
||||
After your first synchronization, the created journals are synchronized by default every 12 hours.
|
||||
If you wish, you can synchronize manually by clicking on the *Synchronize Now* button on the
|
||||
dashboard.
|
||||
|
||||
.. image:: media/online-sync-sync-now-dashboard.png
|
||||
:align: center
|
||||
:alt: Automated Bank Synchronization of a Bank Journal in Odoo
|
||||
:alt: Synchronize Now Button
|
||||
|
||||
You can then connect Odoo to your bank.
|
||||
Or you can go to :menuselection:`Accounting --> Configuration --> Online Synchronization`,
|
||||
select your institution and then click on the *Fetch Transactions* button.
|
||||
|
||||
To do so, go to :menuselection:`Accounting --> Configuration --> Add a Bank Account`, and follow the
|
||||
steps.
|
||||
|
||||
Once done, go back to your *Accounting dashboard*. You should now see a **Synchronize Now** button
|
||||
on your *Bank* card. Click on this button and enter your bank credentials.
|
||||
|
||||
.. image:: media/bank_synchronization03.png
|
||||
.. image:: media/online-sync-form-view.png
|
||||
:align: center
|
||||
:alt: Synchronize Now button in Odoo
|
||||
:alt: Online Synchronization Form view
|
||||
|
||||
After this, your bank feeds will be regularly synchronized.
|
||||
.. important::
|
||||
Some institutions do not allow transactions to be fetched automatically. For such institutions,
|
||||
during the automatic synchronization of the account, you receive an error message asking you to
|
||||
disable the automatic synchronization. This message can be found in the chatter of your online
|
||||
synchronizations. In this case, make sure to perform manual synchronizations.
|
||||
|
||||
FAQ
|
||||
Issues
|
||||
======
|
||||
|
||||
Synchronization in error
|
||||
------------------------
|
||||
|
||||
To report a connection error to the `Odoo support <https://www.odoo.com/help>`_, go to
|
||||
:menuselection:`Accounting --> Configuration --> Online Synchronization`, select the connection
|
||||
that failed, and copy the error description and the reference.
|
||||
|
||||
Synchronization disconnected
|
||||
----------------------------
|
||||
|
||||
If your connection with the proxy is disconnected, you can reconnect with the proxy using the
|
||||
*Reconnect* button.
|
||||
|
||||
.. note::
|
||||
This disconnection can be caused by the Odoo support. In this case, please contact the `support
|
||||
<https://www.odoo.com/help>`_ directly with your client id or the reference of the error listed
|
||||
in the chatter.
|
||||
|
||||
.. _MigrationOnlineSync:
|
||||
|
||||
Migration process for users having installed Odoo before December 2020
|
||||
======================================================================
|
||||
|
||||
If you are on-premise, please first make sure that your source is up-to-date with the latest version
|
||||
of Odoo.
|
||||
|
||||
Users who have created a database before December 2020 need to install the new module manually to
|
||||
use the new functionalities.
|
||||
|
||||
To do so, go to :menuselection:`Apps --> Update Apps List`, remove the default filter in the search
|
||||
bar and type: **account_online_synchronization**. You can then click on the *Install* button to
|
||||
install the new module.
|
||||
|
||||
.. image:: media/online-sync-module.png
|
||||
:align: center
|
||||
:alt: Installation button of the account_online_synchronization module
|
||||
|
||||
Finally, make sure all your users refresh their Odoo page by pressing CTRL+F5.
|
||||
|
||||
.. Note::
|
||||
|
||||
- All previous synchronizations are disconnected during the installation and won't work anymore.
|
||||
You can find them directly in the synchronization menu (:menuselection:`Accounting -->
|
||||
Configuration --> Online Synchronization`). It is not possible to resynchronize these
|
||||
connections; you have to make new ones.
|
||||
- Please do not uninstall *account_online_sync* which is the previous module for online
|
||||
synchronization. The new one overrides it.
|
||||
- By default *account_online_synchronization* is installed automatically with Accounting.
|
||||
|
||||
FAQ
|
||||
===
|
||||
|
||||
The synchronization is not working in real-time, is that normal?
|
||||
The synchronization is not working in real-time. Is that normal?
|
||||
----------------------------------------------------------------
|
||||
|
||||
The process is not intended to work in real-time as third party providers synchronize your accounts
|
||||
at different intervals. To force the synchronization and fetch the statements, go to your
|
||||
*Accounting dashboard*, and click on the *Synchronize Now* button.
|
||||
*Accounting dashboard*, and click on the *Synchronize Now* button. You can also synchronize and
|
||||
fetch transactions through :menuselection:`Accounting --> Configuration --> Online Synchronization`.
|
||||
Some providers only allow one refresh per day, so it is possible that clicking on *Synchronize Now*
|
||||
does not get your latest transactions if you already performed such action earlier in the day.
|
||||
|
||||
A transaction can be visible in your bank account, but not be fetched if it has the status
|
||||
A transaction can be visible on your bank account, but not be fetched if it has the status
|
||||
*Pending*. Only transactions with the *Posted* status will be retrieved. If it is not *Posted* yet,
|
||||
you will have to wait until the status changes.
|
||||
|
||||
Is the Automatic Import feature included in my contract?
|
||||
--------------------------------------------------------
|
||||
Is the Online Bank Synchronization feature included in my contract?
|
||||
-------------------------------------------------------------------
|
||||
|
||||
- **Enterprise Version**: Yes, if you have a valid enterprise contract linked to your database.
|
||||
- **Community Version**: No, this feature is not included in the Community Version.
|
||||
- **Online Version**: Yes, even if you benefit from the One App Free contract.
|
||||
- **Enterprise Version**: Yes, if you have a valid enterprise contract linked to your database.
|
||||
|
||||
Some banks have a status "Beta," what does this mean?
|
||||
Some banks have a status "Beta." What does this mean?
|
||||
-----------------------------------------------------
|
||||
|
||||
This means that banking institutions are not yet fully supported by our Third Party Provider. Bugs
|
||||
or other problems may arise. Odoo does not support technical problems that occur with banks in the
|
||||
Beta phase, but the user may still choose to connect. Connecting with these banks can aid in the
|
||||
development process since the Provider will have real data & feedback from the connection.
|
||||
Beta phase, but the user may still choose to connect. Connecting with these banks contributes to the
|
||||
development process since the Provider will have real data and feedback from the connection.
|
||||
|
||||
Why do my transactions only synchronize when I refresh manually?
|
||||
----------------------------------------------------------------
|
||||
@@ -109,22 +179,28 @@ until the security code is provided.
|
||||
Not all of my past transactions are in Odoo, why?
|
||||
-------------------------------------------------
|
||||
|
||||
Transactions can only be fetched up to 3 months in the past.
|
||||
For some institutions, transactions can only be fetched up to 3 months in the past.
|
||||
|
||||
Why don’t I see any transactions?
|
||||
Why don't I see any transactions?
|
||||
---------------------------------
|
||||
When you first connect with your bank, you will be prompted to add each account to its own journal.
|
||||
If you skip this step, you will not be able to see your transactions in Odoo.
|
||||
|
||||
During your first synchronization, you selected the bank accounts you decided to synchronize with
|
||||
Odoo. If you didn't synchronize any of your accounts, you can go to :menuselection:`Accounting -->
|
||||
Configuration --> Online Synchronization` to click on the *Fetch Accounts* button on the connection.
|
||||
|
||||
There may also be no new transactions.
|
||||
|
||||
If your bank account is properly linked to a journal and posted transactions are not visible in your
|
||||
database, please `submit a support ticket <https://www.odoo.com/help>`_.
|
||||
|
||||
How can I update my bank credentials?
|
||||
-------------------------------------
|
||||
You can update your credentials in :ref:`developer mode <developer-mode>`.
|
||||
|
||||
Then go to :menuselection:`Accounting --> Configuration --> Online Synchronization`, and open the
|
||||
Institution you want to edit, and click on *Update Credentials*.
|
||||
You can update your credentials by going to :menuselection:`Accounting --> Configuration --> Online
|
||||
Synchronization`, open the connection you want to update your credentials and click on the *Update
|
||||
Credentials* button.
|
||||
|
||||
.. seealso::
|
||||
* :doc:`bank_statements`
|
||||
* :doc:`ponto`
|
||||
* :doc:`saltedge`
|
||||
|
||||
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