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Author SHA1 Message Date
Donatienne Pirlot
c084c0c268 [IMP] Online (SaasS) database management: updating page and including rolling release button information
Task id: 2963143
2022-10-20 11:10:47 +02:00
9 changed files with 96 additions and 51 deletions

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@@ -3,49 +3,64 @@ 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*.
<https://www.odoo.com/my/databases>`_ by clicking on the user icon and then :guilabel:`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.
:alt: Accessing My Databases from the user menu
.. 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.
Manage a database by clicking the settings button (:guilabel:`⚙`) next to the database name. If an
upgrade is available, click on the upgrade button (:guilabel:`🡅`) to launch the :ref:`upgrade
process <online/upgrade>`.
Open the drop-down menu next to the database you want to manage by clicking on the gear icon.
.. image:: online/gear-and-upgrade.png
:align: center
:alt: The database settings and upgrade buttons
Several actions are available:
Here is a list of all the database actions and settings available by clicking the gear icon
(:guilabel:`⚙`):
- :ref:`online/upgrade`
- :ref:`online/duplicate`
- :ref:`online/rename`
- :ref:`online/download`
- :ref:`online/domains`
- :ref:`online/tags`
- :ref:`online/share`
- :ref:`online/delete`
- :ref:`online/contact-support`
- :ref:`online/users`
- :ref:`online/view-access-logs`
- :ref:`online/invite-users`
- :ref:`online/remove-users`
.. _online/upgrade:
Upgrade
=======
If you are *not* on the latest **Online version**, you should receive an invitation to :doc:`upgrade
<../upgrade>` your database. A **Rolling Release button** on your database's main screen proposes an
upgrade to the latest version (e.g., 13.0 to 15.1).
If you are *not* on the latest **Online version**, you should see an upgrade notification
(:guilabel:`🡅`) at the top right of the database inviting you to start the process.
.. image:: online/rolling-release-button.png
:align: center
:alt: Clicking on the upgrade the notification to proceed to the upgrade
Clicking :guilabel:`Upgrade Now` redirects you to your portal. If you want to start the upgrade,
click on the upgrade button (:guilabel:`🡅`) located next to the database name. A new window opens
where you should select the version you want to upgrade to.
.. image:: online/upgrade-your-db.png
:align: center
:alt: Selecting the upgraded version to target
.. important::
- | **If your Odoo database's version is lower than the latest major release:**
| You must upgrade your database within two months. After these two months, an automatic
upgrade is initiated.
- | **If your Odoo database's version is equal to or higher than the latest major release:**
| You can disregard the invitation to upgrade as you probably wouldn't benefit from new
features every two months.
- | When a major version is released (e.g., Odoo 16), you must upgrade your database within two
months. After these two months, an automatic upgrade is initiated.
- | When a minor version is released (e.g., Odoo 16.1), you can disregard the invitation to
upgrade unless you still haven't upgraded to the latest major release.
.. note::
Versions that are not supported anymore become deprecated and need to be updated to avoid
@@ -61,39 +76,44 @@ upgrade to the latest version (e.g., 13.0 to 15.1).
Duplicate
=========
Make an exact copy of the database to be able to perform testing without compromising the daily
operations.
Create an exact copy of a database. Copies are often used to perform tests on a database without
compromising your 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.
When you perform tests on a database, it is recommended to tick :guilabel:`For testing purposes`
as it disables all external communications (emails, payments, delivery orders, etc.).
.. note::
Duplicated databases expire automatically after 15 days.
.. _online/rename:
Rename
======
Rename the database and its URL.
Change a database name/URL.
.. _online/download:
Download
========
Download instantly a ZIP file with a backup of the database.
Save a copy/backup of a database in ZIP file format.
.. note::
Databases are backed up daily according to the `Odoo Cloud SLA
<https://www.odoo.com/cloud-sla>`_.
It is not required to create backups manually — Odoo backups databases daily according to the
`Odoo Cloud SLA <https://www.odoo.com/cloud-sla>`_.
.. _online/domains:
Domains
=======
Domain names
============
Configure custom domains to access the database via another URL.
.. note::
This functionality is disabled on *edu-* databases.
.. seealso::
- :doc:`domain_names`
@@ -102,7 +122,20 @@ Configure custom domains to access the database via another URL.
Tags
====
Add tags to sort your databases out. You can search the tags in the search bar.
Add tags to a database, which can be helpful if you manage several. You can add multiple tags by
clicking on the plus button (:guilabel:`+`)
.. note::
You can search for tags in the search bar.
.. _online/share:
Share
=====
The :guilabel:`Share` or :guilabel:`Share Course` feature is dedicated to teachers. It generates a
link that students can use to create a copy of the database you shared. Once the link is opened,
students are invited to click `Copy as student` and then register their database.
.. _online/delete:
@@ -112,11 +145,12 @@ 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.
Deleting a database means that all data is permanently lost. The deletion is instant and applies
to all users. It is recommended to create a :ref:`backup <online/download>` of a 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:
Read carefully the warning message that pops up, and only proceed if you fully understand the
implications of deleting a database.
.. image:: online/delete.png
:align: center
@@ -124,32 +158,43 @@ implications of 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>`_.
- The database name is immediately available for newly created databases.
- It is impossible to delete a database yourself if it has expired or is linked to a
subscription. If you are in that situation, you can contact `Odoo Support
<https://www.odoo.com/help>`_.
- To delete your account, contact `Odoo Support <https://www.odoo.com/help>`_.
.. _online/contact-support:
Contact Support
===============
Contact us
==========
Access the Odoo `support page <https://www.odoo.com/help>`_ with your database's details already
Access the Odoo `Support page <https://www.odoo.com/help>`_ with your database's details already
pre-filled.
.. _online/users:
.. _online/view-access-logs:
Invite / Remove Users
=====================
View access log
===============
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*.
View all database actions taken by the Odoo staff on a database. Typically, these actions result
from requests received by our helpdesk, requested in the context of a quick start project, or
necessary to maintain your service. It also includes important customer actions.
.. image:: online/invite-users.png
:align: center
:alt: Clicking on "Add more users" adds additional email fields.
.. _online/invite-users:
To remove users, select the users to remove and click on *Remove*.
Invite users
============
Invite users by filling out their email address. You can invite multiple users at the same by
clicking on :guilabel:`Add more users`.
.. _online/remove-users:
Remove users
============
Remove users by selecting them and clicking on :guilabel:`Remove`.
.. seealso::
- :doc:`/applications/general/users/manage_users`
- :doc:`/applications/general/users/manage_users`

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