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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 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 .. image:: online/my-databases.png
:align: center :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:: .. note::
Make sure you are connected as the administrator of the database you want to manage. Make sure you are connected as the administrator of the database you want to manage.
.. image:: online/dropdown-menu.png Manage a database by clicking the settings button (:guilabel:`⚙`) next to the database name. If an
:align: right upgrade is available, click on the upgrade button (:guilabel:`🡅`) to launch the :ref:`upgrade
:alt: Clicking on the gear icon opens the drop-down menu. 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/duplicate`
- :ref:`online/rename` - :ref:`online/rename`
- :ref:`online/download` - :ref:`online/download`
- :ref:`online/domains` - :ref:`online/domains`
- :ref:`online/tags` - :ref:`online/tags`
- :ref:`online/share`
- :ref:`online/delete` - :ref:`online/delete`
- :ref:`online/contact-support` - :ref:`online/contact-support`
- :ref:`online/users` - :ref:`online/view-access-logs`
- :ref:`online/invite-users`
- :ref:`online/remove-users`
.. _online/upgrade: .. _online/upgrade:
Upgrade Upgrade
======= =======
If you are *not* on the latest **Online version**, you should receive an invitation to :doc:`upgrade If you are *not* on the latest **Online version**, you should see an upgrade notification
<../upgrade>` your database. A **Rolling Release button** on your database's main screen proposes an (:guilabel:`🡅`) at the top right of the database inviting you to start the process.
upgrade to the latest version (e.g., 13.0 to 15.1).
.. 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:: .. important::
- | **If your Odoo database's version is lower than the latest major release:** - | When a major version is released (e.g., Odoo 16), you must upgrade your database within two
| You must upgrade your database within two months. After these two months, an automatic months. After these two months, an automatic upgrade is initiated.
upgrade is initiated. - | When a minor version is released (e.g., Odoo 16.1), you can disregard the invitation to
- | **If your Odoo database's version is equal to or higher than the latest major release:** upgrade unless you still haven't upgraded to the latest major release.
| You can disregard the invitation to upgrade as you probably wouldn't benefit from new
features every two months.
.. note:: .. note::
Versions that are not supported anymore become deprecated and need to be updated to avoid 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 Duplicate
========= =========
Make an exact copy of the database to be able to perform testing without compromising the daily Create an exact copy of a database. Copies are often used to perform tests on a database without
operations. compromising your daily operations.
.. important:: .. important::
- By checking *For testing purposes*, all external communication (emails, payments, delivery When you perform tests on a database, it is recommended to tick :guilabel:`For testing purposes`
orders, etc.) are disabled by default on the duplicated database. as it disables all external communications (emails, payments, delivery orders, etc.).
- Duplicate databases expire automatically after 15 days.
.. note::
Duplicated databases expire automatically after 15 days.
.. _online/rename: .. _online/rename:
Rename Rename
====== ======
Rename the database and its URL. Change a database name/URL.
.. _online/download: .. _online/download:
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:: .. note::
Databases are backed up daily according to the `Odoo Cloud SLA It is not required to create backups manually — Odoo backups databases daily according to the
<https://www.odoo.com/cloud-sla>`_. `Odoo Cloud SLA <https://www.odoo.com/cloud-sla>`_.
.. _online/domains: .. _online/domains:
Domains Domain names
======= ============
Configure custom domains to access the database via another URL. Configure custom domains to access the database via another URL.
.. note::
This functionality is disabled on *edu-* databases.
.. seealso:: .. seealso::
- :doc:`domain_names` - :doc:`domain_names`
@@ -102,7 +122,20 @@ Configure custom domains to access the database via another URL.
Tags 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: .. _online/delete:
@@ -112,11 +145,12 @@ Delete
Delete a database instantly. Delete a database instantly.
.. danger:: .. danger::
Deleting a database means that all data is permanently lost. The deletion is instant and for all Deleting a database means that all data is permanently lost. The deletion is instant and applies
users. It is recommended to create a backup of the database before deleting it. 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 Read carefully the warning message that pops up, and only proceed if you fully understand the
implications of deleting a database: implications of deleting a database.
.. image:: online/delete.png .. image:: online/delete.png
:align: center :align: center
@@ -124,32 +158,43 @@ implications of deleting a database:
.. note:: .. note::
- Only an administrator can delete a database. - Only an administrator can delete a database.
- The database name is immediately available for a new database. - The database name is immediately available for newly created databases.
- It is not possible to delete a database if it is expired or linked to a subscription. If - It is impossible to delete a database yourself if it has expired or is linked to a
needed, please get in touch with `Odoo Support <https://www.odoo.com/help>`_. subscription. If you are in that situation, you can contact `Odoo Support
- To delete your account, please get in touch with `Odoo Support <https://www.odoo.com/help>`_. <https://www.odoo.com/help>`_.
- To delete your account, contact `Odoo Support <https://www.odoo.com/help>`_.
.. _online/contact-support: .. _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. 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 View all database actions taken by the Odoo staff on a database. Typically, these actions result
users, click on *Add more users*. 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 .. _online/invite-users:
:align: center
:alt: Clicking on "Add more users" adds additional email fields.
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:: .. seealso::
- :doc:`/applications/general/users/manage_users` - :doc:`/applications/general/users/manage_users`

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