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c084c0c268 |
[IMP] Online (SaasS) database management: updating page and including rolling release button information
Task id: 2963143 |
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@@ -3,49 +3,64 @@ Online (SaaS) database management
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=================================
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To manage a database, sign in to https://www.odoo.com and access the `database management page
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<https://www.odoo.com/my/databases>`_ by clicking on the user icon, then on *My Databases*.
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<https://www.odoo.com/my/databases>`_ by clicking on the user icon and then :guilabel:`My
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Databases`.
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.. image:: online/my-databases.png
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:align: center
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:alt: Clicking on the user icon opens a drop-down menu. "My databases" button is highlighted.
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:alt: Accessing My Databases from the user menu
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.. note::
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Make sure you are connected as the administrator of the database you want to manage.
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.. image:: online/dropdown-menu.png
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:align: right
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:alt: Clicking on the gear icon opens the drop-down menu.
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Manage a database by clicking the settings button (:guilabel:`⚙`) next to the database name. If an
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upgrade is available, click on the upgrade button (:guilabel:`🡅`) to launch the :ref:`upgrade
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process <online/upgrade>`.
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Open the drop-down menu next to the database you want to manage by clicking on the gear icon.
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.. image:: online/gear-and-upgrade.png
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:align: center
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:alt: The database settings and upgrade buttons
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Several actions are available:
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Here is a list of all the database actions and settings available by clicking the gear icon
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(:guilabel:`⚙`):
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- :ref:`online/upgrade`
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- :ref:`online/duplicate`
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- :ref:`online/rename`
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- :ref:`online/download`
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- :ref:`online/domains`
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- :ref:`online/tags`
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- :ref:`online/share`
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- :ref:`online/delete`
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- :ref:`online/contact-support`
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- :ref:`online/users`
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- :ref:`online/view-access-logs`
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- :ref:`online/invite-users`
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- :ref:`online/remove-users`
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.. _online/upgrade:
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Upgrade
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=======
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If you are *not* on the latest **Online version**, you should receive an invitation to :doc:`upgrade
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<../upgrade>` your database. A **Rolling Release button** on your database's main screen proposes an
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upgrade to the latest version (e.g., 13.0 to 15.1).
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If you are *not* on the latest **Online version**, you should see an upgrade notification
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(:guilabel:`🡅`) at the top right of the database inviting you to start the process.
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.. image:: online/rolling-release-button.png
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:align: center
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:alt: Clicking on the upgrade the notification to proceed to the upgrade
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Clicking :guilabel:`Upgrade Now` redirects you to your portal. If you want to start the upgrade,
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click on the upgrade button (:guilabel:`🡅`) located next to the database name. A new window opens
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where you should select the version you want to upgrade to.
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.. image:: online/upgrade-your-db.png
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:align: center
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:alt: Selecting the upgraded version to target
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.. important::
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- | **If your Odoo database's version is lower than the latest major release:**
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| You must upgrade your database within two months. After these two months, an automatic
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upgrade is initiated.
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- | **If your Odoo database's version is equal to or higher than the latest major release:**
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| You can disregard the invitation to upgrade as you probably wouldn't benefit from new
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features every two months.
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- | When a major version is released (e.g., Odoo 16), you must upgrade your database within two
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months. After these two months, an automatic upgrade is initiated.
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- | When a minor version is released (e.g., Odoo 16.1), you can disregard the invitation to
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upgrade unless you still haven't upgraded to the latest major release.
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.. note::
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Versions that are not supported anymore become deprecated and need to be updated to avoid
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@@ -61,39 +76,44 @@ upgrade to the latest version (e.g., 13.0 to 15.1).
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Duplicate
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=========
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Make an exact copy of the database to be able to perform testing without compromising the daily
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operations.
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Create an exact copy of a database. Copies are often used to perform tests on a database without
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compromising your daily operations.
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.. important::
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- By checking *For testing purposes*, all external communication (emails, payments, delivery
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orders, etc.) are disabled by default on the duplicated database.
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- Duplicate databases expire automatically after 15 days.
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When you perform tests on a database, it is recommended to tick :guilabel:`For testing purposes`
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as it disables all external communications (emails, payments, delivery orders, etc.).
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.. note::
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Duplicated databases expire automatically after 15 days.
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.. _online/rename:
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Rename
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======
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Rename the database and its URL.
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Change a database name/URL.
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.. _online/download:
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Download
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========
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Download instantly a ZIP file with a backup of the database.
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Save a copy/backup of a database in ZIP file format.
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.. note::
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Databases are backed up daily according to the `Odoo Cloud SLA
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<https://www.odoo.com/cloud-sla>`_.
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It is not required to create backups manually — Odoo backups databases daily according to the
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`Odoo Cloud SLA <https://www.odoo.com/cloud-sla>`_.
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.. _online/domains:
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Domains
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=======
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Domain names
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============
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Configure custom domains to access the database via another URL.
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.. note::
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This functionality is disabled on *edu-* databases.
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.. seealso::
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- :doc:`domain_names`
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@@ -102,7 +122,20 @@ Configure custom domains to access the database via another URL.
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Tags
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====
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Add tags to sort your databases out. You can search the tags in the search bar.
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Add tags to a database, which can be helpful if you manage several. You can add multiple tags by
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clicking on the plus button (:guilabel:`+`)
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.. note::
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You can search for tags in the search bar.
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.. _online/share:
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Share
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=====
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The :guilabel:`Share` or :guilabel:`Share Course` feature is dedicated to teachers. It generates a
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link that students can use to create a copy of the database you shared. Once the link is opened,
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students are invited to click `Copy as student` and then register their database.
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.. _online/delete:
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@@ -112,11 +145,12 @@ Delete
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Delete a database instantly.
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.. danger::
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Deleting a database means that all data is permanently lost. The deletion is instant and for all
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users. It is recommended to create a backup of the database before deleting it.
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Deleting a database means that all data is permanently lost. The deletion is instant and applies
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to all users. It is recommended to create a :ref:`backup <online/download>` of a database before
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deleting it.
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Read carefully the warning message that pops up and proceed only if you fully understand the
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implications of deleting a database:
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Read carefully the warning message that pops up, and only proceed if you fully understand the
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implications of deleting a database.
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.. image:: online/delete.png
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:align: center
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@@ -124,32 +158,43 @@ implications of deleting a database:
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.. note::
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- Only an administrator can delete a database.
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- The database name is immediately available for a new database.
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- It is not possible to delete a database if it is expired or linked to a subscription. If
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needed, please get in touch with `Odoo Support <https://www.odoo.com/help>`_.
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- To delete your account, please get in touch with `Odoo Support <https://www.odoo.com/help>`_.
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- The database name is immediately available for newly created databases.
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- It is impossible to delete a database yourself if it has expired or is linked to a
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subscription. If you are in that situation, you can contact `Odoo Support
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<https://www.odoo.com/help>`_.
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- To delete your account, contact `Odoo Support <https://www.odoo.com/help>`_.
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.. _online/contact-support:
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Contact Support
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===============
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Contact us
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==========
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Access the Odoo `support page <https://www.odoo.com/help>`_ with your database's details already
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Access the Odoo `Support page <https://www.odoo.com/help>`_ with your database's details already
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pre-filled.
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.. _online/users:
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.. _online/view-access-logs:
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Invite / Remove Users
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=====================
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View access log
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===============
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To invite users, fill out the email address of the new user and click on *Invite*. To add multiple
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users, click on *Add more users*.
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View all database actions taken by the Odoo staff on a database. Typically, these actions result
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from requests received by our helpdesk, requested in the context of a quick start project, or
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necessary to maintain your service. It also includes important customer actions.
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.. image:: online/invite-users.png
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:align: center
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:alt: Clicking on "Add more users" adds additional email fields.
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.. _online/invite-users:
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To remove users, select the users to remove and click on *Remove*.
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Invite users
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============
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Invite users by filling out their email address. You can invite multiple users at the same by
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clicking on :guilabel:`Add more users`.
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.. _online/remove-users:
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Remove users
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============
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Remove users by selecting them and clicking on :guilabel:`Remove`.
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.. seealso::
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- :doc:`/applications/general/users/manage_users`
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- :doc:`/applications/general/users/manage_users`
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