[IMP] general: user doc 17 edits

X-original-commit: 1250c4bf20

.tx/config

@@ -1,63 +1,152 @@
 [main]
 host = https://www.transifex.com
 
-[o:odoo:p:odoo-16-doc:r:administration]
-file_filter = locale/<lang>/LC_MESSAGES/administration.po
-source_file = locale/sources/administration.pot
-source_lang = en
+[o:odoo:p:odoo-17-doc:r:administration]
+file_filter            = locale/<lang>/LC_MESSAGES/administration.po
+source_file            = locale/sources/administration.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = administration
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
 
-[o:odoo:p:odoo-16-doc:r:applications]
-file_filter = locale/<lang>/LC_MESSAGES/applications.po
-source_file = locale/sources/applications.pot
-source_lang = en
+[o:odoo:p:odoo-17-doc:r:applications]
+file_filter            = locale/<lang>/LC_MESSAGES/applications.po
+source_file            = locale/sources/applications.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = applications
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
 
-[o:odoo:p:odoo-16-doc:r:finance]
-file_filter = locale/<lang>/LC_MESSAGES/finance.po
-source_file = locale/sources/finance.pot
-source_lang = en
+[o:odoo:p:odoo-17-doc:r:essentials]
+file_filter            = locale/<lang>/LC_MESSAGES/essentials.po
+source_file            = locale/sources/essentials.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = essentials
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
 
-[o:odoo:p:odoo-16-doc:r:general]
-file_filter = locale/<lang>/LC_MESSAGES/general.po
-source_file = locale/sources/general.pot
-source_lang = en
+[o:odoo:p:odoo-17-doc:r:finance]
+file_filter            = locale/<lang>/LC_MESSAGES/finance.po
+source_file            = locale/sources/finance.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = finance
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
 
-[o:odoo:p:odoo-16-doc:r:index]
-file_filter = locale/<lang>/LC_MESSAGES/index.po
-source_file = locale/sources/index.pot
-source_lang = en
+[o:odoo:p:odoo-17-doc:r:general]
+file_filter            = locale/<lang>/LC_MESSAGES/general.po
+source_file            = locale/sources/general.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = general
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
 
-[o:odoo:p:odoo-16-doc:r:inventory_and_mrp]
-file_filter = locale/<lang>/LC_MESSAGES/inventory_and_mrp.po
-source_file = locale/sources/inventory_and_mrp.pot
-source_lang = en
+[o:odoo:p:odoo-17-doc:r:hr]
+file_filter            = locale/<lang>/LC_MESSAGES/hr.po
+source_file            = locale/sources/hr.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = hr
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
 
-[o:odoo:p:odoo-16-doc:r:marketing]
-file_filter = locale/<lang>/LC_MESSAGES/marketing.po
-source_file = locale/sources/marketing.pot
-source_lang = en
+[o:odoo:p:odoo-17-doc:r:index]
+file_filter            = locale/<lang>/LC_MESSAGES/index.po
+source_file            = locale/sources/index.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = index
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
 
-[o:odoo:p:odoo-16-doc:r:productivity]
-file_filter = locale/<lang>/LC_MESSAGES/productivity.po
-source_file = locale/sources/productivity.pot
-source_lang = en
+[o:odoo:p:odoo-17-doc:r:inventory_and_mrp]
+file_filter            = locale/<lang>/LC_MESSAGES/inventory_and_mrp.po
+source_file            = locale/sources/inventory_and_mrp.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = inventory_and_mrp
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
 
-[o:odoo:p:odoo-16-doc:r:sales]
-file_filter = locale/<lang>/LC_MESSAGES/sales.po
-source_file = locale/sources/sales.pot
-source_lang = en
+[o:odoo:p:odoo-17-doc:r:marketing]
+file_filter            = locale/<lang>/LC_MESSAGES/marketing.po
+source_file            = locale/sources/marketing.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = marketing
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
 
-[o:odoo:p:odoo-16-doc:r:services]
-file_filter = locale/<lang>/LC_MESSAGES/services.po
-source_file = locale/sources/services.pot
-source_lang = en
+[o:odoo:p:odoo-17-doc:r:productivity]
+file_filter            = locale/<lang>/LC_MESSAGES/productivity.po
+source_file            = locale/sources/productivity.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = productivity
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
 
-[o:odoo:p:odoo-16-doc:r:user_settings]
-file_filter = locale/<lang>/LC_MESSAGES/settings.po
-source_file = locale/sources/settings.pot
-source_lang = en
+[o:odoo:p:odoo-17-doc:r:sales]
+file_filter            = locale/<lang>/LC_MESSAGES/sales.po
+source_file            = locale/sources/sales.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = sales
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
 
-[o:odoo:p:odoo-16-doc:r:websites]
-file_filter = locale/<lang>/LC_MESSAGES/websites.po
-source_file = locale/sources/websites.pot
-source_lang = en
+[o:odoo:p:odoo-17-doc:r:services]
+file_filter            = locale/<lang>/LC_MESSAGES/services.po
+source_file            = locale/sources/services.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = services
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
 
+[o:odoo:p:odoo-17-doc:r:user_settings]
+file_filter            = locale/<lang>/LC_MESSAGES/settings.po
+source_file            = locale/sources/settings.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = settings
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
+
+[o:odoo:p:odoo-17-doc:r:studio]
+file_filter            = locale/<lang>/LC_MESSAGES/studio.po
+source_file            = locale/sources/studio.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = studio
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en
+
+[o:odoo:p:odoo-17-doc:r:websites]
+file_filter            = locale/<lang>/LC_MESSAGES/websites.po
+source_file            = locale/sources/websites.pot
+type                   = POT
+minimum_perc           = 0
+resource_name          = websites
+replace_edited_strings = false
+keep_translations      = false
+source_lang            = en

Makefile

@@ -26,7 +26,7 @@ SOURCE_DIR     = content
 
 HTML_BUILD_DIR = $(BUILD_DIR)/html
 ifdef VERSIONS
-  HTML_BUILD_DIR := $(HTML_BUILD_DIR)/master
+  HTML_BUILD_DIR := $(HTML_BUILD_DIR)/saas-17.1
 endif
 ifneq ($(CURRENT_LANG),en)
   HTML_BUILD_DIR := $(HTML_BUILD_DIR)/$(CURRENT_LANG)
@@ -86,12 +86,13 @@ static: $(HTML_BUILD_DIR)/_static/style.css
 
 # Called by runbot for the ci/documentation_guideline check.
 test:
-	@python tests/main.py $(SOURCE_DIR)/administration $(SOURCE_DIR)/applications $(SOURCE_DIR)/contributing $(SOURCE_DIR)/developer $(SOURCE_DIR)/services redirects
+	@python tests/main.py $(SOURCE_DIR)/administration $(SOURCE_DIR)/applications $(SOURCE_DIR)/contributing $(SOURCE_DIR)/developer redirects
 
 # Similar as `test`, but called only manually by content reviewers to trigger extra checks.
 review:
-	@read -p "Enter content path: " path; read -p "Enter max line length (default: 100): " line_length; \
+	@read -p "Enter relative content path: " path; read -p "Enter max line length (default: 100): " line_length; \
 	if [ -z "$$path" ]; then echo "Error: Path cannot be empty"; exit 1; fi; \
+	if echo $$path | grep -q 'content/'; then path=`echo $$path | sed 's|content/||'`; fi; \
 	if [ -z "$$line_length" ]; then line_length=100; fi; \
 	export REVIEW=1; \
 	python tests/main.py --max-line-length=$$line_length $(SOURCE_DIR)/$$path

conf.py

@@ -22,7 +22,7 @@ copyright = 'Odoo S.A.'
 # `version` is the version info for the project being documented, acts as replacement for |version|,
 # also used in various other places throughout the built documents.
 # `release` is the full version, including alpha/beta/rc tags. Acts as replacement for |release|.
-version = release = 'master'
+version = release = 'saas-17.1'
 
 # `current_branch` is the technical name of the current branch.
 # E.g., saas-15.4 -> saas-15.4; 12.0 -> 12.0, master -> master (*).
@@ -213,6 +213,9 @@ sphinx.transforms.i18n.docname_to_domain = (
 # is populated. If a version is passed to `versions` but is not listed here, it will not be shown.
 versions_names = {
     'master': "Master",
+    'saas-17.2': "Odoo Online",
+    'saas-17.1': "Odoo Online",
+    '17.0': "Odoo 17",
     'saas-16.4': "Odoo Online",
     'saas-16.3': "Odoo Online",
     'saas-16.2': "Odoo Online",
@@ -221,7 +224,6 @@ versions_names = {
     'saas-15.2': "Odoo Online",
     '15.0': "Odoo 15",
     '14.0': "Odoo 14",
-    '13.0': "Odoo 13",
 }
 
 # The language names that should be shown in the language switcher, if the config option `languages`
@@ -232,8 +234,11 @@ languages_names = {
     'es': 'ES',
     'fr': 'FR',
     'it': 'IT',
+    'ko': 'KO',
     'nl': 'NL',
     'pt_BR': 'PT',
+    'ro': 'RO',
+    'sv': 'SV',
     'uk': 'UA',
     'zh_CN': 'ZH (CN)',
     'zh_TW': 'ZH (TW)'
@@ -444,7 +449,7 @@ def _generate_alternate_urls(app, pagename, templatename, context, doctree):
         """
         _current_lang = app.config.language or 'en'
         # Replace the context value by its upper-cased value ("FR" instead of "fr")
-        context['language'] = languages_names.get(_current_lang)
+        context['language'] = languages_names.get(_current_lang, _current_lang.upper())
         context['language_code'] = _current_lang
 
         # If the list of languages is not set, assume that the project has no alternate language
@@ -478,8 +483,24 @@ def _generate_alternate_urls(app, pagename, templatename, context, doctree):
         _version = _version or app.config.version
         _lang = _lang or app.config.language or 'en'
         _canonical_page = f'{pagename}.html'
+
+        # legal translations have different URLs schemes as they are not managed on transifex
+        # e.g. FR translation of /terms/enterprise => /fr/terms/enterprise_fr
+        if pagename.startswith('legal/terms/'):
+            if _lang in legal_translations and not pagename.endswith(f"_{_lang}"):
+                # remove language code for current translation, set target one
+                _page = re.sub("_[a-z]{2}$", "", pagename)
+                if 'terms/i18n' not in _page:
+                    _page = _page.replace("/terms/", "/terms/i18n/")
+                _canonical_page = f'{_page}_{_lang}.html'
+            elif _lang == 'en' and pagename.endswith(tuple(f"_{l}" for l in legal_translations)):
+                # remove language code for current translation, link to original EN one
+                _page = re.sub("_[a-z]{2}$", "", pagename)
+                _canonical_page = f'{_page.replace("/i18n/", "/")}.html'
+
         if app.config.is_remote_build:
             _canonical_page = _canonical_page.replace('index.html', '')
+
         return f'{_root}' \
                f'{f"/{_version}" if app.config.versions else ""}' \
                f'{f"/{_lang}" if _lang != "en" else ""}' \

content/administration.rst

@@ -3,20 +3,63 @@
 :hide-page-toc:
 :show-toc:
 
-====================
-Install and Maintain
-====================
+===================
+Database management
+===================
 
 These guides provide instructions on how to install, maintain and upgrade Odoo databases.
 
 .. seealso::
-    :doc:`History of Versions <administration/maintain/supported_versions>`
+    :doc:`History of Versions <administration/supported_versions>`
+
+Installation
+============
+
+Depending on the intended use case, there are multiple ways to install Odoo - or not install it at
+all.
+
+- :doc:`Online <administration/odoo_online>` is the easiest way to use Odoo in production or to try it.
+
+- :doc:`Packaged installers <administration/on_premise/packages>` are suitable for testing Odoo and
+  developing modules. They can be used for long-term production with additional deployment and
+  maintenance work.
+
+- :doc:`Source install <administration/on_premise/source>` provides greater flexibility, as it
+  allows, for example, running multiple Odoo versions on the same system. It is adequate to develop
+  modules and can be used as a base for production deployment.
+
+- A `Docker <https://hub.docker.com/_/odoo/>`_ base image is available for development or
+  deployment.
+
+.. _install/editions:
+
+Editions
+========
+
+There are two different editions.
+
+**Odoo Community** is the free and open-source version of the software, licensed under the `GNU
+LGPLv3 <https://github.com/odoo/odoo/blob/master/LICENSE>`_. It is the core upon which Odoo
+Enterprise is built.
+
+**Odoo Enterprise** is the shared source version of the software, giving access to more
+functionalities, including functional support, upgrades, and hosting. `Pricing
+<https://www.odoo.com/pricing-plan>`_ starts from one app free.
+
+.. tip::
+   :doc:`Switch from Community to Enterprise <administration/on_premise/community_to_enterprise>` at
+   any time (except for the source install).
 
 
 .. toctree::
     :titlesonly:
 
-    administration/install
-    administration/maintain
-    administration/upgrade
+    administration/hosting
+    administration/odoo_online
     administration/odoo_sh
+    administration/on_premise
+    administration/upgrade
+    administration/neutralized_database
+    administration/supported_versions
+    administration/mobile
+    administration/odoo_accounts

content/administration/hosting.rst

@@ -0,0 +1,121 @@
+=======
+Hosting
+=======
+
+.. _hosting/change-solution:
+
+Change hosting solution
+=======================
+
+The instructions to change the hosting type of a database depend on the current solution used and to
+which solution the database should be moved.
+
+Transferring an on-premise database
+===================================
+
+To Odoo Online
+--------------
+
+.. important::
+   - Odoo Online is *not* compatible with **non-standard apps**.
+   - The database's current version must be :doc:`supported <supported_versions>`.
+
+#. Create a :ref:`duplicate of the database <on-premise/duplicate>`.
+#. In this duplicate, uninstall all **non-standard apps**.
+#. Use the database manager to grab a *dump with filestore*.
+#. `Submit a support ticket <https://www.odoo.com/help>`_ including the following:
+
+   - your **subscription number**,
+   - the **URL** you want to use for the database (e.g., `company.odoo.com`), and
+   - the **dump** as an attachment or as a link to the file (required for 60 MB+ files).
+
+#. Odoo then makes sure the database is compatible before putting it online. In case of technical
+   issues during the process, Odoo might contact you.
+
+.. note::
+   If you have time constraints, `submit a support ticket <https://www.odoo.com/help>`_ as soon as
+   possible to schedule the transfer.
+
+To Odoo.sh
+----------
+
+Follow the instructions found in :ref:`the Import your database section
+<odoo_sh_import_your_database>` of the Odoo.sh *Create your project* documentation.
+
+Transferring an Odoo Online database
+====================================
+
+.. important::
+   Odoo Online's :ref:`intermediary versions <supported_versions>` cannot be hosted on-premise as
+   that type of hosting does not support those versions. Therefore, if the database to transfer
+   is running an intermediary version, it must be upgraded first to the next :ref:`major version
+   <supported_versions>`, waiting for its release if necessary.
+
+   .. example::
+      Transferring an online database running on Odoo 16.3 would require first upgrading it to Odoo
+      17.0.
+
+   .. tip::
+      Click the gear icon (:guilabel:`⚙`) next to the database name on the `Odoo Online database
+      manager <https://www.odoo.com/my/databases/>`_ to display its version number.
+
+   .. warning::
+      If there is an active Odoo subscription linked to the database being migrated, reach out to
+      the Customer Service Manager or `submit a support ticket <https://www.odoo.com/help>`_  to
+      complete the subscription transfer.
+
+To on-premise
+-------------
+
+#. Sign in to `the Odoo Online database manager <https://www.odoo.com/my/databases/>`_ and click the
+   gear icon (:guilabel:`⚙`) next to the database name to :guilabel:`Download` a backup. If the
+   download fails due to the file being too large, `contact Odoo support
+   <https://www.odoo.com/help>`_.
+#. Restore the database from the database manager on your local server using the backup.
+
+To Odoo.sh
+----------
+
+#. Sign in to `the Odoo Online database manager <https://www.odoo.com/my/databases/>`_ and click the
+   gear icon (:guilabel:`⚙`) next to the database name to :guilabel:`Download` a backup. If the
+   download fails due to the file being too large, `contact Odoo support
+   <https://www.odoo.com/help>`_.
+#. Follow the instructions found in :ref:`the Import your database section
+   <odoo_sh_import_your_database>` of the Odoo.sh *Create your project* documentation.
+
+Transferring an Odoo.sh database
+================================
+
+To Odoo Online
+--------------
+
+.. important::
+   Odoo Online is *not* compatible with **non-standard apps**.
+
+#. Uninstall all **non-standard apps** in a staging build before doing it in the production build.
+#. `Create a support ticket <https://www.odoo.com/help>`_ including the following:
+
+   - your **subscription number**,
+   - the **URL** you want to use for the database (e.g., `company.odoo.com`),
+   - which **branch** should be migrated,
+   - in which **region** you want the database to be hosted (Americas, Europe, or Asia),
+   - which user(s) will be the **administrator(s)**, and
+   - **when** (and in which timezone) you want the database to be up and running.
+
+#. Odoo then makes sure the database is compatible before putting it online. In case of technical
+   issues during the process, Odoo might contact you.
+
+.. note::
+   - If you have time constraints, `submit a support ticket <https://www.odoo.com/help>`_ as soon as
+     possible to schedule the transfer.
+   - Select the **region** closest to most of your users to reduce latency.
+   - Future **administrator(s)** must have an Odoo.com account.
+   - The **date and time** you want the database to be up and running are helpful to organize the
+     switch from the Odoo.sh server to the Odoo Online servers.
+   - Databases are **not reachable** during their migration.
+
+To on-premise
+-------------
+
+#. Download a :ref:`backup of your Odoo.sh production database <odoo_sh_branches_backups>`.
+#. Restore the database from the database manager on your local server using the backup.

content/administration/install.rst

@@ -1,49 +0,0 @@
-:show-content:
-
-=======
-Install
-=======
-
-Depending on the intended use case, there are multiple ways to install Odoo - or not install it at
-all.
-
-- :doc:`Online <install/online>` is the easiest way to use Odoo in production or to try it.
-
-- :doc:`Packaged installers <install/packages>` are suitable for testing Odoo and developing
-  modules. They can be used for long-term production with additional deployment and maintenance
-  work.
-
-- :doc:`Source install <install/source>` provides greater flexibility, as it allows, for example,
-  running multiple Odoo versions on the same system. It is adequate to develop modules and can be
-  used as a base for production deployment.
-
-- A `Docker <https://hub.docker.com/_/odoo/>`_ base image is available for development or
-  deployment.
-
-.. _install/editions:
-
-Editions
-========
-
-There are two different editions.
-
-**Odoo Community** is the free and open-source version of the software, licensed under the `GNU
-LGPLv3 <https://github.com/odoo/odoo/blob/master/LICENSE>`_. It is the core upon which Odoo
-Enterprise is built.
-
-**Odoo Enterprise** is the shared source version of the software, giving access to more
-functionalities, including functional support, upgrades, and hosting. `Pricing
-<https://www.odoo.com/pricing-plan>`_ starts from one app free.
-
-.. tip::
-   :doc:`Switch from Community to Enterprise <maintain/enterprise>` at any time (except for the
-   source install).
-
-.. toctree::
-
-   install/online
-   install/packages
-   install/source
-   install/deploy
-   install/cdn
-   install/email_gateway

content/administration/install/online.rst

@@ -1,21 +0,0 @@
-======
-Online
-======
-
-Online instances are accessed using any web browser and do not require a local installation.
-
-Demo
-----
-
-To quickly try out Odoo, shared `demo <https://demo.odoo.com>`_ instances are available. No
-registration is required, but each instance only lives for a few hours.
-
-Odoo Online
------------
-
-`Odoo Online <https://www.odoo.com/trial>`_ provides private instances which are fully managed and
-hosted by Odoo. It can be used for long-term production or to test Odoo thoroughly, including
-customizations that don't require code.
-
-.. note::
-   Odoo Online is incompatible with custom modules or the Odoo App Store.

content/administration/maintain.rst

@@ -1,18 +0,0 @@
-:nosearch:
-
-========
-Maintain
-========
-
-.. toctree::
-
-    maintain/domain_names
-    maintain/azure_oauth
-    maintain/google_oauth
-    maintain/mailjet_api
-    maintain/update
-    maintain/enterprise
-    maintain/hosting_changes
-    maintain/odoo_online
-    maintain/on_premise
-    maintain/supported_versions

content/administration/maintain/domain_names.rst

@@ -1,366 +0,0 @@
-============
-Domain names
-============
-
-A **domain name** works as an address for your website. It makes the Internet much more accessible
-as it allows users to type a meaningful web address, such as ``www.odoo.com``, rather than its
-server's IP address with a series of numbers.
-
-You can use a custom domain name to access your Odoo database and websites:
-
-- By :ref:`registering a free domain name with Odoo <domain-name/odoo-register>` (for Odoo Online
-  databases)
-- By :ref:`configuring a custom domain that you already own <domain-name/existing>`.
-
-.. note::
-   Odoo Online and Odoo.sh databases, including their websites, use by default a subdomain of
-   ``odoo.com`` for both the URL and the emails (e.g., ``https://example.odoo.com``).
-
-.. important::
-   Odoo offers a :ref:`free custom domain name <domain-name/odoo-register>` to all Odoo Online
-   databases for one year. Visitors can then access your website with an address such as
-   ``www.example.com`` rather than the default ``example.odoo.com``.
-
-.. seealso::
-   - `Odoo Tutorials: Register a Free Domain Name
-     <https://www.odoo.com/slides/slide/register-a-free-domain-name-1663>`_
-   - `Odoo Quick Tips: Get a free domain name! <https://www.youtube.com/watch?v=eAfgeNOHLP4>`_
-
-.. _domain-name/about:
-
-About domain names
-==================
-
-Having a **good domain name** is as important to your branding as the name of your business or
-organization as it is the first thing your visitors will notice. We recommend you keep them *simple,
-short, easy to remember and spell*.
-
-A **subdomain** is a domain that is a part of another domain. It often refers to the additional part
-that comes before the main domain name. Traditionally, most websites use the ``www.`` subdomain,
-but any string of letters can be used as well. You can use subdomains to direct your visitors to
-other websites than your main website or to specific pages (e.g., ``experience.odoo.com`` points to
-a specific page.)
-
-All domain names are referenced in the **Domain Name System**, or **DNS**, which works as a giant
-directory for the Internet. There are many DNS servers, so any modification to the DNS can take up
-to 72 hours to propagate worldwide on all servers.
-
-.. _domain-name/indexing:
-
-Indexing of domain names by search engines
-------------------------------------------
-
-Search engines, such as Google and Bing, rely on web crawlers (:dfn:`robots that explore and analyze
-the web`) to index all websites and their related domain names. These crawlers discover new URLs
-thanks to links on known web pages. As a result, search engines should index domain names
-automatically after a while, as long as their URLs are mentioned elsewhere on the Internet.
-
-Improving the appearance and positioning of web pages on search engines is a practice named "Search
-Engine Optimization" (SEO).
-
-.. tip::
-   Adding relevant content, optimizing metadata, and building high-quality backlinks can all help
-   improve a website's search engine visibility.
-
-Some search engines provide tools for web admins, such as
-`Google Search Console <https://search.google.com/search-console>`_ and
-`Bing Webmaster Tools <https://www.bing.com/webmasters>`_, to help you analyze and improve your
-page ranking. To use these services, you must prove that you are the owner of your domain name. One
-way to verify the ownership of your domain name is by adding a DNS record. You can do this for
-:ref:`domain names registered with Odoo <domain-name/odoo-manage>` and for domain names managed by
-other providers.
-
-.. seealso::
-   - :doc:`/applications/websites/website/pages/seo`
-   - `Google Search Console Help - Verify your site ownership <https://support.google.com/webmasters/answer/9008080>`_
-   - `Bing Webmaster Tools - Add and Verify site <https://www.bing.com/webmasters/help/add-and-verify-site-12184f8b>`_
-
-.. _domain-name/odoo-register:
-
-Register a free domain name with Odoo
-=====================================
-
-You can register a domain name for your Odoo Online database directly from Odoo Website or your
-database manager.
-
-.. important::
-   - Your domain name is **free for one year** if you register it with Odoo!
-   - The domain name is registered with `Gandi <https://www.gandi.net/>`_, the domain name
-     registrar.
-   - You are the owner of the domain name and can use it for other purposes.
-   - Odoo manages payment and technical support for you.
-   - This offer doesn't include any mailbox. However, you can :ref:`configure your MX records
-     <domain-name/odoo-manage>` to use your own email server or solution such as Google Workspace.
-
-To do so, go to :menuselection:`Website --> Domain Name`. Alternatively, open your `database manager
-<https://www.odoo.com/my/databases>`_, click on the :guilabel:`settings` button next to your
-database, then on :guilabel:`Domain names`.
-
-.. image:: domain_names/register-menu.png
-   :align: center
-   :alt: Clicking on Domain Names from an Odoo website
-
-Search for the domain name of your choice to check its availability, then select the one you want to
-register for your website.
-
-.. image:: domain_names/register-search.png
-   :align: center
-   :alt: The search of the domain name example.com shows which associated domains are available.
-
-Next, fill in the form with your information to become the domain name owner.
-
-Your domain name is directly linked to your database, but you still have to :ref:`map your domain
-name with your website <domain-name/website-map>`.
-
-.. note::
-   - Free domain names are also available for free Odoo Online databases (if you installed one app
-     only, for example). In this case, Odoo reviews your request and your website to avoid abuse.
-     This process can take several days due to the success of the offer.
-   - This is not available for Odoo.sh databases yet.
-
-.. _domain-name/odoo-manage:
-
-Manage your domain name registered with Odoo
---------------------------------------------
-
-To manage the DNS records of your domain name registered with Odoo or to visualize the contacts
-associated with it, open your `database manager <https://www.odoo.com/my/databases>`_, click on the
-:guilabel:`settings` button next to your database, on :guilabel:`Domain names`, and then on
-:guilabel:`Contacts` or :guilabel:`DNS`.
-
-.. image:: domain_names/manage.png
-   :align: center
-   :alt: Management of the domain names linked to an Odoo database
-
-.. note::
-   Please `submit a support ticket <https://www.odoo.com/help>`_ if you need further assistance to
-   manage your domain name.
-
-.. _domain-name/existing:
-
-Configure your existing domain name
-===================================
-
-If you already own a domain name, you can use it to point to your website.
-
-To avoid any issue with the :ref:`SSL certificate validation <domain-name/ssl>`, we highly recommend
-that you proceed with the following actions in this order:
-
-#. :ref:`Add a CNAME record <domain-name/cname>` on your domain name's DNS zone.
-#. :ref:`Map your domain name with your Odoo database <domain-name/db-map>`.
-#. :ref:`Map your domain name with your Odoo website <domain-name/website-map>`.
-
-.. _domain-name/cname:
-
-Add a CNAME record
-------------------
-
-A **CNAME record** is a type of DNS record that points to the domain of another website rather than
-directly to an IP address.
-
-You need a CNAME record that points to your Odoo database. The requirements are detailed in your
-database manager.
-
-.. tabs::
-
-   .. group-tab:: Odoo Online
-
-      The target address is the current address of your database, as defined at its creation (e.g.,
-      ``example.odoo.com``)
-
-   .. group-tab:: Odoo.sh
-
-      Your project's main address is defined in :menuselection:`Settings --> Project Name`.
-
-      If you want to target a specific branch (production, staging or development), go to
-      :menuselection:`Branches --> select your branch --> Settings --> Custom domains`, and click on
-      :guilabel:`How to set up my domain?`. A message indicates which address your CNAME record
-      should target.
-
-#. Open your domain name's manager dashboard.
-#. Open the **DNS zone** management page for the domain name you want to configure.
-#. Create a **CNAME record** pointing to the address of your database.
-
-While Odoo suggests creating a CNAME record for your ``www.`` subdomain (``www.example.com``), you
-can of course use any domain name of your choice, with any subdomain (e.g.,
-``anything.example.com``).
-
-.. example::
-   You own the domain name ``example.com``, and you have an Odoo Online database at the address
-   ``example.odoo.com``. You want to access your Odoo database primarily with the domain
-   ``www.example.com`` but also with the :ref:`naked domain <domain-name/naked-domain>`
-   ``example.com``.
-
-   To do so, you create a CNAME record for the ``www`` subdomain, with ``example.odoo.com`` as the
-   target. The DNS zone manager generates the following rule and adds it to your DNS zone: ``www IN
-   CNAME example.odoo.com.``
-
-   You also create a redirection from ``example.com`` to ``wwww.example.com``.
-
-   Your new DNS records are propagated to all DNS servers.
-
-.. note::
-   Here are some specific guidelines to create a CNAME record:
-
-   - `GoDaddy <https://www.godaddy.com/help/add-a-cname-record-19236>`_
-   - `Namecheap <https://www.namecheap.com/support/knowledgebase/article.aspx/9646/2237/how-to-create-a-cname-record-for-your-domain>`_
-   - `OVH <https://docs.ovh.com/us/en/domains/web_hosting_how_to_edit_my_dns_zone/#add-a-new-dns-record>`_
-   - `CloudFlare <https://support.cloudflare.com/hc/en-us/articles/360019093151>`_
-   - `Google Domains <https://support.google.com/domains/answer/3290350?hl=en>`_
-
-.. _domain-name/naked-domain:
-
-Naked domain
-~~~~~~~~~~~~
-
-A **naked domain** is a domain name that doesn't have any subdomain at the beginning of the address
-(e.g., ``odoo.com`` instead of ``www.odoo.com``).
-
-You may want your naked domain to redirect to your website as some visitors may not type the full
-domain name to access your website.
-
-#. Open your domain name's manager dashboard.
-#. Create a **redirection** from the naked domain (``example.com``) to your main domain name
-   (``www.example.com``).
-
-.. note::
-   Depending on your domain name registrar, this redirection may be already pre-configured.
-
-.. _domain-name/db-map:
-
-Map your domain name with your Odoo database
---------------------------------------------
-
-.. tabs::
-
-   .. group-tab:: Odoo Online
-
-      Open your `database manager <https://www.odoo.com/my/databases>`_, click on the
-      :guilabel:`settings` button next to your database, on :guilabel:`Domain names`, and then on
-      :guilabel:`Use my own domain` at the bottom of the right column.
-
-      Type the domain name you want to add to this database, then click on :guilabel:`Verify` to
-      check if the CNAME record is correctly configured. Once done, click on :guilabel:`I confirm,
-      it's done`.
-
-      .. image:: domain_names/online-map.png
-         :align: center
-         :alt: Verification of the CNAME records of a domain name before mapping it with a database
-
-   .. group-tab:: Odoo.sh
-
-      Go to :menuselection:`Branches --> select your branch --> Settings --> Custom domains`, type
-      the domain name you want to add to this database, then click on :guilabel:`Add domain`.
-
-      .. image:: domain_names/odoo-sh-map.png
-         :align: center
-         :alt: Mapping a domain name with an Odoo.sh branch
-
-      .. seealso::
-         - :ref:`Odoo.sh branches: settings tab <odoosh-gettingstarted-branches-tabs-settings>`
-
-.. warning::
-   Make sure to :ref:`add a CNAME record <domain-name/cname>` to your domain name's DNS **before**
-   mapping your domain name with your Odoo database.
-
-   Failing to do so may impede the validation of the :ref:`SSL certificate <domain-name/ssl>` and
-   would result in a *certificate name mismatch* error. This is often displayed by web browsers as a
-   warning such as *"Your connection is not private"*.
-
-   If this is the case and you have added the domain name to your database's settings less than five
-   days ago, wait 24 hours as the validation may still happen. Otherwise, please `submit a support
-   ticket <https://www.odoo.com/help>`_ including screenshots of your CNAME records.
-
-.. _domain-name/ssl:
-
-SSL encryption (HTTPS protocol)
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-**SSL encryption** is an encryption-based Internet security protocol. It allows your visitors to
-navigate your website through a secure connection, which appears as an ``https://`` protocol at the
-beginning of your web address, rather than a non-secure ``http://`` protocol.
-
-Odoo generates a separate SSL certificate for each domain :ref:`mapped in the database manager
-<domain-name/db-map>`, using integration with `Let's Encrypt Certificate Authority and ACME protocol
-<https://letsencrypt.org/how-it-works/>`_.
-
-.. note::
-   - The certificate generation may take up to 24h.
-   - Several attempts to validate your certificate are made during the five days following the
-     moment you add your domain name in your database's settings.
-   - If you already use another service, you can keep using it or simply change for Odoo.
-
-.. _domain-name/web-base-url:
-
-Web base URL of a database
-~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-.. note::
-   If you have Odoo Website, you can disregard this part and directly :ref:`map your domain name
-   with your website <domain-name/website-map>`.
-
-The **web base URL** of a database, or **root URL** affects your main website address and all the
-links sent to your customers (e.g., quotations, portal links, etc.).
-
-To configure it, access your Odoo database with your custom address, then log in as an administrator
-of your database (any user in the *Settings* group) from the login screen.
-
-.. warning::
-   Connecting to your database with the original Odoo subdomain address (e.g., ``example.odoo.com``
-   also updates the web base URL of your database. See below to prevent these automatic updates.
-
-Alternatively, you can do it manually. To do so, activate the :ref:`developer mode
-<developer-mode>`, then go to :menuselection:`Settings --> Technical --> System Parameters`.
-
-Find the key called ``web.base.url`` (or create it if it does not exist) and enter the full address
-of your website as value, such as ``https://www.example.com``.
-
-.. note::
-   The URL must include the protocol ``https://`` (or ``http://``) and must not end with a slash
-   (``/``).
-
-To prevent the automatic update of the web base URL when an administrator logs in the database, you
-can create the following System Parameter:
-
-- key: ``web.base.url.freeze``
-- value: ``True``
-
-.. _domain-name/website-map:
-
-Map your domain name with your website
-======================================
-
-Mapping your domain name to your website isn't the same as mapping it with your database:
-
-- It defines your domain name as the main one for your website, helping search engines to index your
-  website properly.
-- It defines your domain name as the base URL for your database, including the portal links sent by
-  email to your customers.
-- If you have multiple websites, it maps your domain name with the appropriate website.
-
-Go to :menuselection:`Website --> Configuration --> Settings --> Website Info`. If you have multiple
-websites, select the one you want to configure.
-
-In the :guilabel:`Domain` field, fill in the web address of your website (e.g.,
-``https://www.example.com``) and click on :guilabel:`Save`.
-
-.. image:: domain_names/website-settings.png
-   :align: center
-   :alt: Configuring https://www.example.com as the Domain of the website
-
-.. warning::
-   Mapping your domain name with your Odoo website prevents Google from indexing both your custom
-   domain name ``www.example.com`` and your original odoo database address ``example.odoo.com``.
-
-   If both addresses are already indexed, it may take some time before Google removes the indexation
-   of the second address. You may also try using the `Google Search Console
-   <https://search.google.com/search-console>`_ to fix this.
-
-.. note::
-   If you have multiple websites and companies on your database, make sure that you select the
-   right :guilabel:`Company` in the website settings, next to the :guilabel:`Domain` settings. Doing
-   so indicates Odoo which URL to use as the :ref:`base URL <domain-name/web-base-url>` according to
-   the company in use.
-
-.. seealso::
-  - :doc:`/applications/general/email_communication/email_servers`

content/administration/maintain/enterprise.rst

@@ -1,106 +0,0 @@
-
-.. _setup/enterprise:
-
-===================================
-Switch from Community to Enterprise
-===================================
-
-Depending on your current installation, there are multiple ways to upgrade
-your community version.
-In any case the basic guidelines are:
-
-* Backup your community database
-
-  .. image:: enterprise/db_manager.png
-    :class: img-fluid
-
-* Shutdown your server
-
-* Install the web_enterprise module
-
-* Restart your server
-
-* Enter your Odoo Enterprise Subscription code
-
-.. image:: enterprise/enterprise_code.png
-  :class: img-fluid
-
-On Linux, using an installer
-============================
-
-* Backup your community database
-
-* Stop the odoo service
-
-  .. code-block:: console
-
-    $ sudo service odoo stop
-
-* Install the enterprise .deb (it should install over the community package)
-
-  .. code-block:: console
-
-    $ sudo dpkg -i <path_to_enterprise_deb>
-
-* Update your database to the enterprise packages using
-
-  .. code-block:: console
-
-    $ python3 /usr/bin/odoo-bin -d <database_name> -i web_enterprise --stop-after-init
-
-* You should be able to connect to your Odoo Enterprise instance using your usual mean of identification.
-  You can then link your database with your Odoo Enterprise Subscription by entering the code you received
-  by e-mail in the form input
-
-
-On Linux, using the source code
-===============================
-
-There are many ways to launch your server when using sources, and you probably
-have your own favourite. You may need to adapt sections to your usual workflow.
-
-* Shutdown your server
-* Backup your community database
-* Update the ``--addons-path`` parameter of your launch command (see :doc:`../install/source`)
-* Install the web_enterprise module by using
-
-  .. code-block:: console
-
-    $ -d <database_name> -i web_enterprise --stop-after-init
-
-  Depending on the size of your database, this may take some time.
-
-* Restart your server with the updated addons path of point 3.
-  You should be able to connect to your instance. You can then link your database with your
-  Odoo Enterprise Subscription by entering the code you received by e-mail in the form input
-
-On Windows
-==========
-
-* Backup your community database
-
-* Uninstall Odoo Community (using the Uninstall executable in the installation folder) -
-  PostgreSQL will remain installed
-
-  .. image:: enterprise/windows_uninstall.png
-    :class: img-fluid
-
-* Launch the Odoo Enterprise Installer and follow the steps normally. When choosing
-  the installation path, you can set the folder of the Community installation
-  (this folder still contains the PostgreSQL installation).
-  Uncheck ``Start Odoo`` at the end of the installation
-
-  .. image:: enterprise/windows_setup.png
-   :class: img-fluid
-
-* Using a command window, update your Odoo Database using this command (from the Odoo
-  installation path, in the server subfolder)
-
-  .. code-block:: console
-
-    $ ..\python\python.exe odoo-bin -d <database_name> -i web_enterprise --stop-after-init
-
-* No need to manually launch the server, the service is running.
-  You should be able to connect to your Odoo Enterprise instance using your usual
-  mean of identification. You can then link your database with your Odoo Enterprise
-  Subscription by entering the code you received by e-mail in the form input

content/administration/maintain/hosting_changes.rst

@@ -1,111 +0,0 @@
-=======================
-Change hosting solution
-=======================
-
-The instructions to change the hosting type of a database depend on the current solution used and to
-which solution the database should be moved.
-
-Transferring an on-premise database
-===================================
-
-To Odoo Online
---------------
-
-.. important::
-   - Odoo Online is *not* compatible with **non-standard apps**.
-   - The database's current version must be :doc:`supported <supported_versions>`.
-
-#. Create a :ref:`duplicate <duplicate_premise>` of the database.
-#. In this duplicate, uninstall all **non-standard apps**.
-#. Use the database manager to grab a *dump with filestore*.
-#. `Submit a support ticket <https://www.odoo.com/help>`_ including the following:
-
-   - your **subscription number**,
-   - the **URL** you want to use for the database (e.g., `company.odoo.com`), and
-   - the **dump** as an attachment or as a link to the file (required for 60 MB+ files).
-
-#. Odoo then makes sure the database is compatible before putting it online. In case of technical
-   issues during the process, Odoo might contact you.
-
-.. note::
-   If you have time constraints, `submit a support ticket <https://www.odoo.com/help>`_ as soon as
-   possible to schedule the transfer.
-
-To Odoo.sh
-----------
-
-Follow the instructions found in :ref:`the Import your database section
-<odoo_sh_import_your_database>` of the Odoo.sh *Create your project* documentation.
-
-Transferring an Odoo Online database
-====================================
-
-.. important::
-   Odoo Online's :ref:`intermediary versions <supported_versions>` cannot be hosted on-premise as
-   that type of hosting does not support those versions. Therefore, if the database to transfer
-   is running an intermediary version, it must be upgraded first to the next :ref:`major version
-   <supported_versions>`, waiting for its release if necessary.
-
-   .. example::
-      Transferring an online database running on Odoo 16.3 would require first upgrading it to Odoo
-      17.0.
-
-   .. tip::
-      Click the gear icon (:guilabel:`⚙`) next to the database name on the `Odoo Online database
-      manager <https://www.odoo.com/my/databases/>`_ to display its version number.
-
-To on-premise
--------------
-
-#. Sign in to `the Odoo Online database manager <https://www.odoo.com/my/databases/>`_ and click the
-   gear icon (:guilabel:`⚙`) next to the database name to :guilabel:`Download` a backup. If the
-   download fails due to the file being too large, `contact Odoo support
-   <https://www.odoo.com/help>`_.
-#. Restore the database from the database manager on your local server using the backup.
-
-To Odoo.sh
-----------
-
-#. Sign in to `the Odoo Online database manager <https://www.odoo.com/my/databases/>`_ and click the
-   gear icon (:guilabel:`⚙`) next to the database name to :guilabel:`Download` a backup. If the
-   download fails due to the file being too large, `contact Odoo support
-   <https://www.odoo.com/help>`_.
-#. Follow the instructions found in :ref:`the Import your database section
-   <odoo_sh_import_your_database>` of the Odoo.sh *Create your project* documentation.
-
-Transferring an Odoo.sh database
-================================
-
-To Odoo Online
---------------
-
-.. important::
-   Odoo Online is *not* compatible with **non-standard apps**.
-
-#. Uninstall all **non-standard apps** in a staging build before doing it in the production build.
-#. `Create a support ticket <https://www.odoo.com/help>`_ including the following:
-
-   - your **subscription number**,
-   - the **URL** you want to use for the database (e.g., `company.odoo.com`),
-   - which **branch** should be migrated,
-   - in which **region** you want the database to be hosted (Americas, Europe, or Asia),
-   - which user(s) will be the **administrator(s)**, and
-   - **when** (and in which timezone) you want the database to be up and running.
-
-#. Odoo then makes sure the database is compatible before putting it online. In case of technical
-   issues during the process, Odoo might contact you.
-
-.. note::
-   - If you have time constraints, `submit a support ticket <https://www.odoo.com/help>`_ as soon as
-     possible to schedule the transfer.
-   - Select the **region** closest to most of your users to reduce latency.
-   - Future **administrator(s)** must have an Odoo.com account.
-   - The **date and time** you want the database to be up and running are helpful to organize the
-     switch from the Odoo.sh server to the Odoo Online servers.
-   - Databases are **not reachable** during their migration.
-
-To on-premise
--------------
-
-#. Download a :ref:`backup of your Odoo.sh production database <odoo_sh_branches_backups>`.
-#. Restore the database from the database manager on your local server using the backup.

content/administration/maintain/odoo_online.rst

@@ -1,134 +0,0 @@
-===============================
-Odoo Online database management
-===============================
-
-To manage a database, go to the `database manager <https://www.odoo.com/my/databases>`_ and sign in
-as the database administrator.
-
-All the main database management options are available by clicking the database name, except the
-upgrade option, which can be accessed by clicking the **arrow in a circle** icon next to the
-database name. It is only displayed if an upgrade is available.
-
-.. image:: odoo_online/database-manager.png
-   :alt: Accessing the database management options
-
-- :ref:`odoo_online/upgrade`
-- :ref:`odoo_online/duplicate`
-- :ref:`odoo_online/rename`
-- :ref:`odoo_online/download`
-- :ref:`odoo_online/domains`
-- :ref:`odoo_online/tags`
-- :ref:`odoo_online/delete`
-- :ref:`odoo_online/contact-support`
-- :ref:`odoo_online/users`
-
-.. _odoo_online/upgrade:
-
-Upgrade
-=======
-
-Trigger a database upgrade.
-
-.. seealso::
-   For more information about the upgrade process, check out the :doc:`Odoo Online upgrade
-   documentation <../upgrade/odoo_online>`.
-
-.. _odoo_online/duplicate:
-
-Duplicate
-=========
-
-Create an exact copy of the database, which can be used to perform testing without compromising
-daily operations.
-
-.. important::
-   - By checking :guilabel:`For testing purposes`, all external actions (emails, payments, delivery
-     orders, etc.) are disabled by default on the duplicated database.
-   - Duplicated databases expire automatically after 15 days.
-
-.. _odoo_online/rename:
-
-Rename
-======
-
-Rename the database and its URL.
-
-.. _odoo_online/download:
-
-Download
-========
-
-Download a ZIP file containing a backup of the database.
-
-.. note::
-   Databases are backed up daily as per the `Odoo Cloud Hosting SLA
-   <https://www.odoo.com/cloud-sla>`_.
-
-.. _odoo_online/domains:
-
-Domain names
-============
-
-Use a custom :doc:`domain name <domain_names>` to access the database via another URL.
-
-.. tip::
-   You can :ref:`register a domain name for free <domain-name/odoo-register>`.
-
-.. _odoo_online/tags:
-
-Tags
-====
-
-Add tags to easily identify and sort your databases.
-
-.. tip::
-   You can search for tags in the search bar.
-
-.. _odoo_online/delete:
-
-Delete
-======
-
-Delete a database instantly.
-
-.. danger::
-   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 backup of the database before deleting it.
-
-Carefully read the warning message and only proceed if the implications of deleting a database are
-fully understood.
-
-.. image:: odoo_online/delete.png
-   :alt: The warning message displayed before deleting a database
-
-.. note::
-   - Only an administrator can delete a database.
-   - The database name is immediately made available to anyone.
-   - Deleting a database if it has expired or is linked to a subscription is impossible. In that
-     case, contact `Odoo Support <https://www.odoo.com/help>`_.
-
-.. _odoo_online/contact-support:
-
-Contact us
-==========
-
-Access the `Odoo.com support page <https://www.odoo.com/help>`_ with the database's details already
-pre-filled.
-
-.. _odoo_online/users:
-
-Invite / remove users
-=====================
-
-To invite users, fill out the new user's email address and click :guilabel:`Invite`. To add multiple
-users, click :guilabel:`Add more users`.
-
-.. image:: odoo_online/invite-users.png
-   :alt: Inviting a user on a database
-
-To remove users, select them and click :guilabel:`Remove`.
-
-.. seealso::
-   - :doc:`../../applications/general/users/manage_users`
-   - :doc:`../../applications/general/users/delete_account`
-

content/administration/maintain/on_premise.rst

@@ -1,168 +0,0 @@
-==============================
-On-premise database management
-==============================
-
-Register a database
-===================
-
-To register your database, you just need to enter your Subscription Code in the
-banner in the App Switcher. Make sure you do not add extra spaces before or after
-your subscription code. If the registration is successful, it will turn green and
-will provide you with the Expiration Date of your freshly-registered database. You
-can check this Expiration Date in the About menu (Odoo 9) or in the Settings Dashboard
-(Odoo 10).
-
-Registration Error Message
---------------------------
-
-If you are unable to register your database, you will likely encounter this
-message:
-
-.. 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
-
-Solutions
-~~~~~~~~~
-
-* Do you have a valid Enterprise subscription?
-
-  * Check if your subscription details get the tag "In Progress" on
-    your `Odoo Account
-    <https://accounts.odoo.com/my/subscription>`__ or with your Account Manager
-
-* Have you already linked a database with your subscription reference?
-
-  * You can link only one database per subscription.
-    (Need a test or a development database? `Find a partner
-    <https://www.odoo.com/partners>`__)
-
-  * You can unlink the old database yourself on your `Odoo Contract
-    <https://accounts.odoo.com/my/subscription>`__ with the button "Unlink database"
-
-    .. 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:: on_premise/unlink_confirm_enterprise_edition.png
-       :align: center
-
-* Do you have the updated version of Odoo 9?
-
-  * From July 2016 onward, Odoo 9 now automatically change the uuid of a
-    duplicated database; a manual operation is no longer required.
-
-  * If it's not the case, you may have multiple databases sharing the same
-    UUID. Please check on your `Odoo Contract
-    <https://accounts.odoo.com/my/subscription>`__, a short message will appear
-    specifying which database is problematic:
-
-    .. image:: on_premise/unlink_db_name_collision.png
-       :align: center
-
-    In this case, you need to change the UUID on your test databases to solve this
-    issue. You will find more information about this in :ref:`this section <duplicate_premise>`.
-
-    For your information, we identify database with UUID. Therefore, each database
-    should have a distinct UUID to ensure that registration and invoicing proceed
-    effortlessly for your and for us.
-
-* Check your network and firewall settings
-
-  * The Update notification must be able to reach Odoo's subscription
-    validation servers. In other words, make sure that the Odoo server is able
-    to open outgoing connections towards:
-
-      * services.odoo.com on port 443 (or 80)
-      * services.openerp.com on port 443 (or 80) for older deployments
-
-  * Once you activated your database, you must keep these ports open, as the
-    Update notification runs once a week.
-
-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:: on_premise/add_more_users.png
-   :align: center
-   :alt: This database will expire in X days, you have more users than your subscription allows
-
-
-When the message appears you have 30 days before the expiration.
-The countdown is updated everyday.
-
-Solutions
-~~~~~~~~~
-
-- **Add more users** on your subscription: follow the link and Validate
-  the upsell quotation and pay for the extra users.
-- **Deactivate users** as explained in this `documentation <documentation.html#deactivating-users>`_
-  and **Reject** the upsell quotation.
-
-Once your database has the correct number of users, the expiration message
-will disappear automatically after a few days, when the next verification occurs.
-We understand that it can be a bit frightening to see the countdown,
-so you can :ref:`force an Update Notification <force_ping>`  to make the message disappear
-right away.
-
-Database expired error message
-------------------------------
-
-If your database reaches its expiration date before your renew your subscription,
-you will encounter this message:
-
-.. image:: on_premise/database_expired.png
-   :align: center
-   :alt: This database has expired.
-
-This **blocking** message appears after a non-blocking message that lasts 30 days.
-If you fail to take action before the end of the countdown, the database is expired.
-
-Solutions
-~~~~~~~~~
-
-* Renew your subscription: follow the link and renew your subscription - note that
-    if you wish to pay by Wire Transfer, your subscription will effectively be renewed
-    only when the payment arrives, which can take a few days. Credit card payments are
-    processed immediately.
-* Contact our `Support <https://www.odoo.com/help>`__
-
-None of those solutions worked for you? Please contact our
-`Support <https://www.odoo.com/help>`__
-
-.. _force_ping:
-
-.. _duplicate_premise:
-
-Duplicate a database
-====================
-
-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:: on_premise/db_manager.gif
-   :align: center
-
-When you duplicate a local database, it is **strongly** advised to change
-the duplicated database's uuid (Unniversally Unique Identifier), since this
-uuid is how your database identifies itself with our servers. Having two
-databases with the same uuid could result in invoicing problems or registration
-problems down the line.
-
-.. note::
-   From July 2016 onward, Odoo 9 now automatically change the uuid of a duplicated database; a
-   manual operation is no longer required.
-
-The database uuid is currently accessible from the menu :menuselection:`Settings --> Technical -->
-System Parameters`, we advise you to use a `uuid generator <https://www.uuidtools.com>`_ or to
-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:: on_premise/db_uuid.png
-   :align: center

content/administration/maintain/supported_versions.rst

@@ -1,124 +0,0 @@
-
-.. _supported_versions:
-
-==================
-Supported versions
-==================
-
-Odoo provides support and bug fixing **for the 3 last major versions** of Odoo.
-
-.. note::
-   Odoo releases intermediary versions called **Online versions** on the :doc:`Odoo Online
-   <odoo_online>` hosting every two months. Odoo Online users can then benefit from the latest
-   features of Odoo.
-
-   - Admins of Odoo Online databases are invited to :doc:`upgrade <../upgrade>` them regularly.
-   - Online versions are *not* released for Odoo.sh and On-Premise installations.
-   - Online versions are listed below as *SaaS*.
-
-What's the support status of my Odoo?
-=====================================
-
-This matrix shows the support status of every version.
-
-**Major releases are in bold type.**
-
-.. list-table::
-   :header-rows: 1
-   :widths: auto
-
-   * -
-     - Odoo Online
-     - Odoo.sh
-     - On-Premise
-     - Release date
-     - End of support
-   * - Odoo saas~16.4
-     - |green|
-     - N/A
-     - N/A
-     - August 2023
-     -
-   * - Odoo saas~16.3
-     - |red|
-     - N/A
-     - N/A
-     - June 2023
-     -
-   * - Odoo saas~16.2
-     - |red|
-     - N/A
-     - N/A
-     - March 2023
-     -
-   * - Odoo saas~16.1
-     - |red|
-     - N/A
-     - N/A
-     - February 2023
-     -
-   * - **Odoo 16.0**
-     - |green|
-     - |green|
-     - |green|
-     - October 2022
-     - October 2025 (planned)
-   * - Odoo saas~15.2
-     - |red|
-     - N/A
-     - N/A
-     - March 2022
-     - January 2023
-   * - Odoo saas~15.1
-     - |red|
-     - N/A
-     - N/A
-     - February 2022
-     - July 2022
-   * - **Odoo 15.0**
-     - |green|
-     - |green|
-     - |green|
-     - October 2021
-     - October 2024 (planned)
-   * - **Odoo 14.0**
-     - |green|
-     - |green|
-     - |green|
-     - October 2020
-     - November 2023 (planned)
-   * - **Odoo 13.0**
-     - |red|
-     - |red|
-     - |red|
-     - October 2019
-     - October 2022
-
-.. note::
-
-    |green| Supported version
-
-    |red| End-of-support
-
-    N/A Never released for this platform
-
-    🏁 Future version, not released yet
-
-.. |green| raw:: html
-
-   <span class="text-success" style="font-size: 32px; line-height: 0.5">●</span>
-
-.. |red| raw:: html
-
-   <span class="text-danger" style="font-size: 32px; line-height: 0.5">●</span>
-
-I run an older version of Odoo/OpenERP/TinyERP
-==============================================
-
-Odoo 12.0, 11.0, 10.0, 9.0, and 8.0 are not supported anymore, on any platform.
-
-OpenERP 7.0, 6.1, 6.0 and 5.0 are not supported anymore, on any platform.
-
-TinyERP 4.0, 3.0, 2.0 and 1.0 are 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/>`_.

content/administration/mobile.rst

@@ -0,0 +1,67 @@
+================
+Odoo mobile apps
+================
+
+Two kind of Odoo mobile app exist: the progressive web app (PWA) and store apps. Using the PWA is
+recommended.
+
+Progressive web app (PWA)
+=========================
+
+PWAs are web-based applications designed to function across different devices and platforms,
+leveraging web browsers to deliver user experiences similar to native apps.
+
+The Odoo PWA features include:
+
+- Quick access by adding the PWA to a device's home screen
+- Seamless and borderless navigation experience
+- Push notifications
+- SSO authentication
+
+To install the Odoo PWA, launch a browser supporting PWAs, and sign in to an Odoo database. The
+instructions to install a PWA depend on the platform and browser used.
+
+.. tabs::
+
+   .. tab:: Android
+
+      **Chrome**: open Chrome's menu (:guilabel:`⋮`), select :guilabel:`Install app`, and tap
+      :guilabel:`Install`.
+
+      **Firefox**: open Firefox's menu (:guilabel:`⋮`), select :guilabel:`Install`, and either touch
+      and hold the Odoo icon or tap :guilabel:`Add automatically`.
+
+      The PWA can also be installed with **Samsung Internet**, **Edge**, and **Opera**.
+
+   .. tab:: iOS
+
+      **Safari**: open the **Share** menu by tapping the square with an arrow pointing upwards icon,
+      select :guilabel:`Add to Home Screen`, edit the PWA details if desired, and tap
+      :guilabel:`Add`.
+
+      On iOS 16.4 and above, the PWA can also be installed with **Chrome**, **Firefox**, and
+      **Edge**.
+
+   .. tab:: Desktop
+
+      **Chrome** and **Edge**: click the installation icon at the right of the address bar and click
+      :guilabel:`Install`.
+
+.. seealso::
+   - `Google Chrome Help: Use progressive web apps
+     <https://support.google.com/chrome/answer/9658361>`_
+   - `MDN Web Docs: Installing and uninstalling web apps
+     <https://developer.mozilla.org/en-US/docs/Web/Progressive_web_apps/Guides/Installing>`_
+   - `Microsoft Support: Install, manage, or uninstall apps in Microsoft Edge <https://support.microsoft.com/en-us/topic/install-manage-or-uninstall-apps-in-microsoft-edge-0c156575-a94a-45e4-a54f-3a84846f6113>`_
+
+Store apps
+==========
+
+The Odoo mobile apps are available for download on the `Google Play Store
+<https://play.google.com/store/apps/details?id=com.odoo.mobile>`_ and `Apple App Store
+<https://apps.apple.com/app/odoo/id1272543640>`_.
+
+.. important::
+   The iOS app cannot be updated and will be deprecated at some point in the future.
+
+While the store apps support multi-accounts, they are not compatible with SS0 authentication.

content/administration/neutralized_database.rst

@@ -0,0 +1,35 @@
+====================
+Neutralized database
+====================
+
+A neutralized database is a non-production database on which several parameters are deactivated.
+This enables one to carry out tests without the risk of launching specific automated processes that
+could impact production data (e.g., sending emails to customers). Live access is removed and
+turned into a testing environment.
+
+.. note::
+   **Any testing database created is a neutralized database:**
+
+   - testing backup databases
+   - duplicate databases
+   - for Odoo.sh: staging and development databases
+
+.. important::
+   A database can also be neutralized when upgrading, as it is vital to do some tests before
+   switching to a new version.
+
+Deactivated features
+====================
+
+Here is a non-exhaustive list of the deactivated parameters:
+
+- all planned actions (e.g., automatic invoicing of subscriptions, mass mailing, etc.)
+- outgoing emails
+- bank synchronization
+- payment providers
+- delivery methods
+- :abbr:`IAP (In-App Purchase)` tokens
+
+.. note::
+   **A red banner at the top of the screen is displayed on the neutralized database so that it can
+   be seen immediately.**

content/administration/odoo_accounts.rst

@@ -0,0 +1,78 @@
+=================
+Odoo.com accounts
+=================
+
+This documentation is dedicated to edits made to an Odoo.com account. The following processes
+describe how to delete an Odoo.com account, and how to change the password on an Odoo.com account.
+
+Delete Odoo.com account
+=======================
+
+To delete an Odoo.com account, start by clicking the profile icon in the upper-right corner
+(represented by the username and icon) to reveal a drop-down menu. From the drop-down menu, select
+:guilabel:`My Odoo.com account`, which reveals the user portal.
+
+From the user portal, the delete option can be accessed by going to :menuselection:`My Account -->
+Edit Security Settings --> Delete Account`. It can also be accessed by going to
+`https://www.odoo.com/my/home <https://www.odoo.com/my/home>`_.
+
+.. danger::
+   Deleting an Odoo account is irreversible. Be careful performing this action, as the Odoo.com
+   account is **not** retrievable once deleted.
+
+Upon clicking the :guilabel:`Delete Account` button, a pop-up window appears, requesting
+confirmation for the account deletion.
+
+.. image:: odoo_account/delete-account.png
+   :align: center
+   :alt: Clicking on the Delete Account button will populate a window verifying the change.
+
+To confirm the deletion, enter the :guilabel:`Password` and the :guilabel:`Login` for the account
+being deleted. Then, click the :guilabel:`Delete Account` button to confirm the deletion.
+
+Odoo.com account password change
+================================
+
+To change an Odoo.com account password, first login into the Odoo.com user account from the Odoo.com
+login page. After logging-in, go to the upper-right corner of the screen, and click the :guilabel:`▼
+(down arrow)` icon next to the profile icon. Then, select :guilabel:`My Account`, and a portal
+dashboard appears.
+
+To change the Odoo.com password, click on the :guilabel:`Edit Security Settings` link, below the
+:menuselection:`Account Security` section. Next, make the necessary changes by typing in the current
+:guilabel:`Password`, :guilabel:`New Password`, and verify the new password. Lastly, click on
+:guilabel:`Change Password` to complete the password change.
+
+.. note::
+   If a customer would like to change the login, contact Odoo support `here
+   <https://www.odoo.com/help>`_.
+
+.. note::
+   Passwords for Odoo.com users and portal users remain separate, even if the same email address is
+   used.
+
+Add two-factor authentication
+=============================
+
+To add two-factor authentication, login into the Odoo.com user account from the Odoo.com login page.
+After logging-in, go to the upper-right corner of the screen, and click the :guilabel:`▼ (down
+arrow)` icon next to the :guilabel:`profile icon`. Then, select :guilabel:`My Account`, and a portal
+dashboard appears.
+
+If the user would like to turn on two-factor authentication (2FA) for Odoo.com access, click on the
+:guilabel:`Edit Security Settings` link below the :menuselection:`Account Security` section.
+
+Click on :guilabel:`Enable two-factor authentication` to turn on :abbr:`2FA (two-factor
+authentication)`. Then, confirm the current password in the :guilabel:`Password` field. Next, click
+on :guilabel:`Confirm Password`. Following that, activate :abbr:`2FA (two-factor authentication)` in
+a :abbr:`2FA (two-factor authentication)` app (Google Authenticator, Authy, etc.), by scanning the
+:guilabel:`QR code` or entering a :guilabel:`Verification Code`.
+
+Finally, click on :guilabel:`Enable two-factor authentication` to complete the setup.
+
+.. note::
+   Under :guilabel:`My Account` Odoo.com users can also access the following:
+
+   - :guilabel:`My Partner dashboard`
+   - :guilabel:`My In-App Services`
+   - :guilabel:`My Apps Dashboard`

content/administration/odoo_online.rst

@@ -0,0 +1,149 @@
+===========
+Odoo Online
+===========
+
+`Odoo Online <https://www.odoo.com/trial>`_ provides private databases which are fully managed and
+hosted by Odoo. It can be used for long-term production or to test Odoo thoroughly, including
+customizations that don't require code.
+
+.. note::
+   Odoo Online is incompatible with custom modules or the Odoo App Store.
+
+Odoo Online databases are accessed using any web browser and do not require a local installation.
+
+To quickly try out Odoo, shared `demo <https://demo.odoo.com>`_ instances are available. No
+registration is required, but each instance only lives for a few hours.
+
+Database management
+===================
+
+To manage a database, go to the `database manager <https://www.odoo.com/my/databases>`_ and sign in
+as the database administrator.
+
+All the main database management options are available by clicking the database name, except the
+upgrade option, which can be accessed by clicking the **arrow in a circle** icon next to the
+database name. It is only displayed if an upgrade is available.
+
+.. image:: odoo_online/database-manager.png
+   :alt: Accessing the database management options
+
+- :ref:`odoo_online/upgrade`
+- :ref:`odoo_online/duplicate`
+- :ref:`odoo_online/rename`
+- :ref:`odoo_online/download`
+- :ref:`odoo_online/domains`
+- :ref:`odoo_online/tags`
+- :ref:`odoo_online/delete`
+- :ref:`odoo_online/contact-support`
+- :ref:`odoo_online/users`
+
+.. _odoo_online/upgrade:
+
+Upgrade
+=======
+
+Trigger a database upgrade.
+
+.. seealso::
+   For more information about the upgrade process, check out the :ref:`Odoo Online upgrade
+   documentation <upgrade/request-test-database>`.
+
+.. _odoo_online/duplicate:
+
+Duplicate
+=========
+
+Create an exact copy of the database, which can be used to perform testing without compromising
+daily operations.
+
+.. important::
+   - By checking :guilabel:`For testing purposes`, all external actions (emails, payments, delivery
+     orders, etc.) are disabled by default on the duplicated database.
+   - Duplicated databases expire automatically after 15 days.
+
+.. _odoo_online/rename:
+
+Rename
+======
+
+Rename the database and its URL.
+
+.. _odoo_online/download:
+
+Download
+========
+
+Download a ZIP file containing a backup of the database.
+
+.. note::
+   Databases are backed up daily as per the `Odoo Cloud Hosting SLA
+   <https://www.odoo.com/cloud-sla>`_.
+
+.. _odoo_online/domains:
+
+Domain names
+============
+
+Use a custom :doc:`domain name </applications/websites/website/configuration/domain_names>` to
+access the database via another URL.
+
+.. tip::
+   You can :ref:`register a domain name for free <domain-name/register>`.
+
+.. _odoo_online/tags:
+
+Tags
+====
+
+Add tags to easily identify and sort your databases.
+
+.. tip::
+   You can search for tags in the search bar.
+
+.. _odoo_online/delete:
+
+Delete
+======
+
+Delete a database instantly.
+
+.. danger::
+   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 backup of the database before deleting it.
+
+Carefully read the warning message and only proceed if the implications of deleting a database are
+fully understood.
+
+.. image:: odoo_online/delete.png
+   :alt: The warning message displayed before deleting a database
+
+.. note::
+   - Only an administrator can delete a database.
+   - The database name is immediately made available to anyone.
+   - Deleting a database if it has expired or is linked to a subscription is impossible. In that
+     case, contact `Odoo Support <https://www.odoo.com/help>`_.
+
+.. _odoo_online/contact-support:
+
+Contact us
+==========
+
+Access the `Odoo.com support page <https://www.odoo.com/help>`_ with the database's details already
+pre-filled.
+
+.. _odoo_online/users:
+
+Invite / remove users
+=====================
+
+To invite users, fill out the new user's email address and click :guilabel:`Invite`. To add multiple
+users, click :guilabel:`Add more users`.
+
+.. image:: odoo_online/invite-users.png
+   :alt: Inviting a user on a database
+
+To remove users, select them and click :guilabel:`Remove`.
+
+.. seealso::
+   - :doc:`/applications/general/users`
+   - :doc:`odoo_accounts`

content/administration/odoo_sh/getting_started/branches.rst

@@ -295,7 +295,7 @@ Upgrade
 Available for production and staging branches for valid projects.
 
 .. seealso::
-    :doc:`Upgrade - Odoo.sh <../../upgrade/odoo_sh>`
+    :doc:`Upgrade documentation <../../upgrade>`
 
 .. _odoosh-gettingstarted-branches-tabs-settings:
 

content/administration/odoo_sh/getting_started/create.rst

@@ -91,7 +91,7 @@ Import your 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.
+</administration/supported_versions>` of Odoo.
 
 Push your modules in production
 -------------------------------
@@ -202,4 +202,4 @@ therefore removed, as you can only have one database linked per subscription.
 
 If you plan to make it your production, unlink your former database from the subscription, and
 register the newly imported database. Read the :doc:`database registration documentation
-<../../maintain/on_premise>` for instructions.
+<../../on_premise>` for instructions.

content/administration/odoo_sh/getting_started/first_module.rst

@@ -85,7 +85,7 @@ From the Odoo.sh editor, in a terminal:
 
   $ odoo-bin scaffold my_module ~/src/user/
 
-Or, from your computer, if you have an :doc:`installation of Odoo <../../install/source>`:
+Or, from your computer, if you have an :doc:`installation of Odoo <../../on_premise/source>`:
 
 .. code-block:: bash
 

content/administration/on_premise.rst

@@ -0,0 +1,123 @@
+:show-content:
+
+==========
+On-premise
+==========
+
+Register a database
+===================
+
+To register your database, enter your subscription code in the banner in the app dashboard. If the
+registration is successful, the banner will turn green and display the database expiration date.
+
+.. tip::
+   The expiration date is also displayed at the bottom of the Settings page.
+
+.. _on-premise/duplicate:
+
+Duplicate a database
+====================
+
+Duplicate a database by accessing the database manager on your server
+(`<odoo-server>/web/database/manager`). Typically, you want to duplicate your production database
+into a neutralized testing database. It can be done by checking the neutralize box when prompted,
+which executes all :file:`neutralize.sql` scripts for every installed module.
+
+Common error messages and solutions
+===================================
+
+Registration error
+------------------
+
+In case of a registration error, the following message should be displayed.
+
+.. image:: on_premise/error-message-sub-code.png
+   :alt: Database registration error message
+
+To resolve the issue:
+
+- Check the **validity of your Odoo Enterprise subscription** by verifying if your subscription
+  details have the tag :guilabel:`In Progress` on your `Odoo Account
+  <https://accounts.odoo.com/my/subscription>`_ or contact your Account Manager.
+
+- Ensure that **no other database is linked** to the subscription code, as only one database can be
+  linked per subscription.
+
+  .. tip::
+     If a test or a development database is needed, you can :ref:`duplicate a database
+     <on-premise/duplicate>`.
+
+- Verify that **no databases share the same UUID** (Universally Unique Identifier) by opening your
+  `Odoo Contract <https://accounts.odoo.com/my/subscription>`_. If two or more databases share the
+  same UUID, their name will be displayed.
+
+  .. image:: on_premise/unlink-db-name-collision.png
+     :alt: Database UUID error message
+
+  If that is the case, manually change the database(s) UUID or `send a support ticket
+  <https://www.odoo.com/help>`_.
+
+- As the update notification must be able to reach Odoo's subscription validation servers, ensure
+  your **network and firewall settings** allow the Odoo server to open outgoing connections
+  towards:
+
+  - `services.odoo.com` on port `443` (or `80`)
+  - for older deployments, `services.openerp.com` on port `443` (or `80`)
+
+  These ports must be kept open even after registering a database, as the update notification runs
+  once a week.
+
+Too many users error
+--------------------
+
+If you have more users in a local database than provisioned in your Odoo Enterprise subscription,
+the following message should be displayed.
+
+.. image:: on_premise/add-more-users.png
+   :alt: Too many users on a database error message
+
+When the message appears, you have 30 days to act before the database expires. The countdown is
+updated every day.
+
+To resolve the issue, either:
+
+- **Add more users** to your subscription by clicking the :guilabel:`Upgrade your subscription` link
+  displayed in the message to validate the upsell quotation and pay for the extra users.
+- :ref:`Deactivate users <users/deactivate>` and **reject** the upsell quotation.
+
+.. important::
+   If you are on a monthly subscription plan, the database will automatically update to reflect the
+   added user(s). If you are on a yearly or multi-year plan, an expiration banner will appear in the
+   database. You can create the upsell quotation by clicking the banner to update the subscription
+   or `send a support ticket <https://www.odoo.com/help>`_ to resolve the issue.
+
+Once your database has the correct number of users, the expiration message disappears automatically
+after a few days, when the next verification occurs.
+
+Database expired error
+----------------------
+
+If your database expires before you renew your subscription, the following message should be
+displayed.
+
+.. image:: on_premise/database-expired.png
+   :alt: Database expired error message
+
+This message appears if you fail to act before the end of the 30-day countdown.
+
+To resolve the issue, either:
+
+- Click the :guilabel:`Renew your subscription` link displayed in the message and complete the
+  process. If you pay by wire transfer, your subscription will be renewed when the payment arrives
+  which can take a few days. Credit card payments are processed immediately.
+- `Send a support ticket <https://www.odoo.com/help>`_.
+
+.. toctree::
+
+   on_premise/packages
+   on_premise/source
+   on_premise/update
+   on_premise/deploy
+   on_premise/email_gateway
+   on_premise/geo_ip
+   on_premise/community_to_enterprise

content/administration/on_premise/community_to_enterprise.rst

@@ -0,0 +1,106 @@
+
+.. _setup/enterprise:
+
+===================================
+Switch from Community to Enterprise
+===================================
+
+Depending on your current installation, there are multiple ways to upgrade
+your community version.
+In any case the basic guidelines are:
+
+* Backup your community database
+
+  .. image:: community_to_enterprise/db_manager.png
+     :class: img-fluid
+
+* Shutdown your server
+
+* Install the web_enterprise module
+
+* Restart your server
+
+* Enter your Odoo Enterprise Subscription code
+
+.. image:: community_to_enterprise/enterprise_code.png
+   :class: img-fluid
+
+On Linux, using an installer
+============================
+
+* Backup your community database
+
+* Stop the odoo service
+
+  .. code-block:: console
+
+    $ sudo service odoo stop
+
+* Install the enterprise .deb (it should install over the community package)
+
+  .. code-block:: console
+
+    $ sudo dpkg -i <path_to_enterprise_deb>
+
+* Update your database to the enterprise packages using
+
+  .. code-block:: console
+
+    $ python3 /usr/bin/odoo-bin -d <database_name> -i web_enterprise --stop-after-init
+
+* You should be able to connect to your Odoo Enterprise instance using your usual mean of identification.
+  You can then link your database with your Odoo Enterprise Subscription by entering the code you received
+  by e-mail in the form input
+
+
+On Linux, using the source code
+===============================
+
+There are many ways to launch your server when using sources, and you probably
+have your own favourite. You may need to adapt sections to your usual workflow.
+
+* Shutdown your server
+* Backup your community database
+* Update the ``--addons-path`` parameter of your launch command (see :doc:`../on_premise/source`)
+* Install the web_enterprise module by using
+
+  .. code-block:: console
+
+    $ -d <database_name> -i web_enterprise --stop-after-init
+
+  Depending on the size of your database, this may take some time.
+
+* Restart your server with the updated addons path of point 3.
+  You should be able to connect to your instance. You can then link your database with your
+  Odoo Enterprise Subscription by entering the code you received by e-mail in the form input
+
+On Windows
+==========
+
+* Backup your community database
+
+* Uninstall Odoo Community (using the Uninstall executable in the installation folder) -
+  PostgreSQL will remain installed
+
+  .. image:: community_to_enterprise/windows_uninstall.png
+    :class: img-fluid
+
+* Launch the Odoo Enterprise Installer and follow the steps normally. When choosing
+  the installation path, you can set the folder of the Community installation
+  (this folder still contains the PostgreSQL installation).
+  Uncheck ``Start Odoo`` at the end of the installation
+
+  .. image:: community_to_enterprise/windows_setup.png
+     :class: img-fluid
+
+* Using a command window, update your Odoo Database using this command (from the Odoo
+  installation path, in the server subfolder)
+
+  .. code-block:: console
+
+    $ ..\python\python.exe odoo-bin -d <database_name> -i web_enterprise --stop-after-init
+
+* No need to manually launch the server, the service is running.
+  You should be able to connect to your Odoo Enterprise instance using your usual
+  mean of identification. You can then link your database with your Odoo Enterprise
+  Subscription by entering the code you received by e-mail in the form input

content/administration/on_premise/deploy.rst

@@ -3,13 +3,13 @@ System configuration
 ====================
 
 This document describes basic steps to set up Odoo in production or on an
-internet-facing server. It follows :doc:`installation <../install>`, and is
+internet-facing server. It follows :doc:`installation <../on_premise>`, and is
 not generally necessary for a development systems that is not exposed on the
 internet.
 
 .. warning:: If you are setting up a public server, be sure to check our :ref:`security` recommendations!
 
-.. _db_filter:
+.. _dbfilter:
 
 dbfilter
 ========
@@ -330,26 +330,27 @@ in ``/etc/nginx/sites-enabled/odoo.conf`` set:
       proxy_pass http://odoochat;
       proxy_set_header Upgrade $http_upgrade;
       proxy_set_header Connection $connection_upgrade;
-      proxy_set_header X-Forwarded-Host $host;
+      proxy_set_header X-Forwarded-Host $http_host;
       proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
       proxy_set_header X-Forwarded-Proto $scheme;
       proxy_set_header X-Real-IP $remote_addr;
+
+      add_header Strict-Transport-Security "max-age=31536000; includeSubDomains";
+      proxy_cookie_flags session_id samesite=lax secure;  # requires nginx 1.19.8
     }
 
     # Redirect requests to odoo backend server
     location / {
       # Add Headers for odoo proxy mode
-      proxy_set_header X-Forwarded-Host $host;
+      proxy_set_header X-Forwarded-Host $http_host;
       proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
       proxy_set_header X-Forwarded-Proto $scheme;
       proxy_set_header X-Real-IP $remote_addr;
       proxy_redirect off;
       proxy_pass http://odoo;
 
-      # Enable HSTS
       add_header Strict-Transport-Security "max-age=31536000; includeSubDomains";
-      # requires nginx 1.19.8
-      proxy_cookie_flags session_id samesite=lax secure;
+      proxy_cookie_flags session_id samesite=lax secure;  # requires nginx 1.19.8
     }
 
     # common gzip
@@ -439,51 +440,71 @@ Odoo static files are located in each module's :file:`static/` folder, so static
 by intercepting all requests to :samp:`/{MODULE}/static/{FILE}`, and looking up the right module
 (and file) in the various addons paths.
 
-.. example::
-   Say Odoo has been installed via the **debian packages** for Community and Enterprise and the
-   :option:`--addons-path <odoo-bin --addons-path>` is ``'/usr/lib/python3/dist-packages/odoo/addons'``.
+It is recommended to set the ``Content-Security-Policy: default-src 'none'`` header on all images
+delivered by the web server. It is not strictly necessary as users cannot modify/inject content
+inside of modules' :file:`static/` folder and existing images are final (they do not fetch new
+resources by themselves). However, it is good practice.
 
-   Using the above NGINX (https) configuration, the following location block should be added to
-   serve static files via NGINX.
+Using the above NGINX (https) configuration, the following ``map`` and ``location`` blocks should be
+added to serve static files via NGINX.
 
-   .. code-block:: nginx
+.. code-block:: nginx
 
-       location @odoo {
-           # copy-paste the content of the / location block
-       }
+    map $sent_http_content_type $content_type_csp {
+        default "";
+        ~image/ "default-src 'none'";
+    }
 
-       # Serve static files right away
-       location ~ ^/[^/]+/static/.+$ {
-           root /usr/lib/python3/dist-packages/odoo/addons;
-           try_files $uri @odoo;
-           expires 24h;
-       }
+    server {
+        # the rest of the configuration
+
+        location @odoo {
+            # copy-paste the content of the / location block
+        }
+
+        # Serve static files right away
+        location ~ ^/[^/]+/static/.+$ {
+            # root and try_files both depend on your addons paths
+            root ...;
+            try_files ... @odoo;
+            expires 24h;
+            add_header Content-Security-Policy $content_type_csp;
+        }
+    }
+
+The actual ``root`` and ``try_files`` directives are dependant on your installation, specifically on
+your :option:`--addons-path <odoo-bin --addons-path>`.
 
 .. example::
-   Say Odoo has been installed via the **source**. The two git repositories for Community and
-   Enterprise have been cloned in :file:`/opt/odoo/community` and :file:`/opt/odoo/enterprise`
-   respectively and the :option:`--addons-path <odoo-bin --addons-path>` is
-   ``'/opt/odoo/community/odoo/addons,/opt/odoo/community/addons,/opt/odoo/enterprise'``.
 
-   Using the above NGINX (https) configuration, the following location block should be added to
-   serve static files via NGINX.
+   .. tabs::
 
-   .. code-block:: nginx
+      .. group-tab:: Debian package
 
-       location @odoo {
-           # copy-paste the content of the / location block
-       }
+         Say Odoo has been installed via the **debian packages** for Community and Enterprise, and
+         that the :option:`--addons-path <odoo-bin --addons-path>` is
+         ``'/usr/lib/python3/dist-packages/odoo/addons'``.
 
-       # Serve static files right away
-       location ~ ^/[^/]+/static/.+$ {
-           root /opt/odoo;
-           try_files /community/odoo/addons$uri /community/addons$uri /enterprise$uri @odoo;
-           expires 24h;
-       }
+         The ``root`` and ``try_files`` should be:
 
-.. warning::
-   The actual NGINX configuration you need is highly dependent on your own installation. The two
-   above snippets only highlight two possible configurations and may not be used as-is.
+         .. code-block:: nginx
+
+            root /usr/lib/python3/dist-packages/odoo/addons;
+            try_files $uri @odoo;
+
+      .. group-tab:: Git sources
+
+         Say Odoo has been installed via the **sources**, that both the Community and Enterprise git
+         repositories were cloned in :file:`/opt/odoo/community` and :file:`/opt/odoo/enterprise`
+         respectively, and that the :option:`--addons-path <odoo-bin --addons-path>` is
+         ``'/opt/odoo/community/odoo/addons,/opt/odoo/community/addons,/opt/odoo/enterprise'``.
+
+         The ``root`` and ``try_files`` should be:
+
+         .. code-block:: nginx
+
+            root /opt/odoo;
+            try_files /community/odoo/addons$uri /community/addons$uri /enterprise$uri @odoo;
 
 Serving attachments
 -------------------
@@ -552,12 +573,12 @@ security-related topics:
 
 - Use appropriate database filters ( :option:`--db-filter <odoo-bin --db-filter>`)
   to restrict the visibility of your databases according to the hostname.
-  See :ref:`db_filter`.
+  See :ref:`dbfilter`.
   You may also use :option:`-d <odoo-bin -d>` to provide your own (comma-separated)
   list of available databases to filter from, instead of letting the system fetch
   them all from the database backend.
 
-- Once your ``db_name`` and ``db_filter`` are configured and only match a single database
+- Once your ``db_name`` and ``dbfilter`` are configured and only match a single database
   per hostname, you should set ``list_db`` configuration option to ``False``, to prevent
   listing databases entirely, and to block access to the database management screens
   (this is also exposed as the :option:`--no-database-list <odoo-bin --no-database-list>`
@@ -701,7 +722,7 @@ management screens.
   the system administrator, including provisioning of new databases and automated backups.
 
 Be sure to setup an appropriate ``db_name`` parameter
-(and optionally, ``db_filter`` too) so that the system can determine the target database
+(and optionally, ``dbfilter`` too) so that the system can determine the target database
 for each request, otherwise users will be blocked as they won't be allowed to choose the
 database themselves.
 

content/administration/on_premise/geo_ip.rst

@@ -0,0 +1,63 @@
+======
+Geo IP
+======
+
+.. note::
+   This documentation only applies to On-premise databases.
+
+Installation
+============
+
+#. Download both the GeoLite2 City and Country
+   `databases <https://dev.maxmind.com/geoip/geoip2/geolite2/>`_. You should end up with two files
+   called :file:`GeoLite2-City.mmdb` and :file:`GeoLite2-Country.mmdb`.
+
+#. Move the files to the folder :file:`/usr/share/GeoIP/`.
+
+   .. code-block:: bash
+
+       mv ~/Downloads/GeoLite2-City.mmdb /usr/share/GeoIP/
+       mv ~/Downloads/GeoLite2-Country.mmdb /usr/share/GeoIP/
+
+#. Restart the server
+
+.. note::
+   If you don't want to locate the geoip database in :file:`/usr/share/GeoIP/`, use the
+   :option:`--geoip-city-db <odoo-bin --geoip-city-db>` and
+   :option:`--geoip-country-db <odoo-bin --geoip-country-db>` options of the Odoo command line
+   interface. These options take the absolute path to the GeoIP database file and use it as the
+   GeoIP database. For example:
+
+   .. code-block:: bash
+
+      ./odoo-bin --geoip-city-db= ~/Downloads/GeoLite2-City.mmdb
+
+   .. seealso::
+      - :doc:`CLI documentation </developer/reference/cli>`.
+
+Test GeoIP geolocation in your Odoo website
+===========================================
+
+Edit a web page to include some geo-ip information such as the country name of the current
+request IP address. To do so:
+
+#. Go to your website. Open the web page that you want to test ``GeoIP``.
+#. Choose :menuselection:`Customize --> HTML/CSS/JS Editor`.
+#. Add the following piece of XML in the page :
+
+   .. code-block:: xml
+
+       <h1 class="text-center" t-esc="request.geoip.country.name or 'geoip failure'"/>
+
+#. Save and refresh the page.
+
+Geo-ip is working if you read your country name displayed in bold in the middle of the page.
+
+In case you read "**geoip failure**" instead then the geolocalization failed. The common causes are:
+
+#. The browsing IP address is the localhost (``127.0.0.1``) or a local area network one. If you
+   don't know, you can access your website using mobile data.
+#. You are using a reverse-proxy (apache, nginx) in front of Odoo but didn't start Odoo with the
+   proxy-mode enabled. See :option:`proxy mode <odoo-bin --proxy-mode>`.
+#. The GeoIP database is corrupt, missing or unaccessible. In such case a warning was logged in the
+   server logs.

content/administration/on_premise/packages.rst

@@ -16,8 +16,8 @@ Official **Community** and **Enterprise** packages can be downloaded from the `O
 <https://www.odoo.com/page/download>`_.
 
 .. note::
-   It is required to be logged in as a paying customer or partner to download the Enterprise
-   packages.
+   It is required to be logged in as a paying on-premise customer or partner to download the
+   Enterprise packages.
 
 .. _install/packages/linux:
 
@@ -54,10 +54,10 @@ Odoo needs a `PostgreSQL <https://www.postgresql.org/>`_ server to run properly.
          $ sudo systemctl start postgresql
 
 .. warning::
-   `wkhtmltopdf` is not installed through **pip** and must be installed manually in `version 0.12.5
-   <https://github.com/wkhtmltopdf/wkhtmltopdf/releases/tag/0.12.5>`_ for it to support headers and
-   footers. Check out the `wkhtmltopdf wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for
-   more details on the various versions.
+   `wkhtmltopdf` is not installed through **pip** and must be installed manually in `version 0.12.6
+   <https://github.com/wkhtmltopdf/packaging/releases/tag/0.12.6.1-3>`_ for it to support headers
+   and footers. Check out the `wkhtmltopdf wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_
+   for more details on the various versions.
 
 Repository
 ----------

content/administration/on_premise/source.rst

@@ -1,6 +1,6 @@
-======
-Source
-======
+==============
+Source install
+==============
 
 The source 'installation' is not about installing Odoo but running it directly from the source
 instead.
@@ -144,7 +144,7 @@ Odoo requires **Python 3.10** or later to run.
       to download and install Python 3 if needed.
 
 .. note::
-   If Python 3 is already installed, make sure that the version is 3.7 or above, as previous
+   If Python 3 is already installed, make sure that the version is 3.10 or above, as previous
    versions are not compatible with Odoo.
 
    .. tabs::
@@ -229,7 +229,7 @@ PostgreSQL user.
 
       .. code-block:: console
 
-         $ sudo -u postgres createuser -s $USER
+         $ sudo -u postgres createuser -d -R -S $USER
          $ createdb $USER
 
       .. note::
@@ -254,7 +254,7 @@ PostgreSQL user.
 
       .. code-block:: console
 
-         $ sudo -u postgres createuser -s $USER
+         $ sudo -u postgres createuser -d -R -S $USER
          $ createdb $USER
 
       .. note::
@@ -413,10 +413,10 @@ Dependencies
                $ sudo npm install -g rtlcss
 
 .. warning::
-   `wkhtmltopdf` is not installed through **pip** and must be installed manually in `version 0.12.5
-   <https://github.com/wkhtmltopdf/wkhtmltopdf/releases/tag/0.12.5>`_ for it to support headers and
-   footers. Check out the `wkhtmltopdf wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for
-   more details on the various versions.
+   `wkhtmltopdf` is not installed through **pip** and must be installed manually in `version 0.12.6
+   <https://github.com/wkhtmltopdf/packaging/releases/tag/0.12.6.1-3>`_ for it to support headers
+   and footers. Check out the `wkhtmltopdf wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_
+   for more details on the various versions.
 
 .. _install/source/running_odoo:
 
@@ -479,7 +479,7 @@ http://localhost:8069 in a web browser and log into the Odoo database with the b
 account: use `admin` as the email and, again, `admin` as the password.
 
 .. tip::
-   - From there, create and manage new :doc:`users <../../applications/general/users/manage_users>`.
+   - From there, create and manage new :doc:`users <../../applications/general/users>`.
    - The user account used to log into Odoo's web interface differs from the :option:`--db_user
      <odoo-bin -r>` CLI argument.
 

content/administration/on_premise/update.rst

@@ -46,7 +46,7 @@ Updating Odoo is accomplished by simply reinstalling the latest version of your
 Edition on top of your current installation. This will preserve your data without any alteration,
 as long as you do not uninstall PostgreSQL (the database engine that comes with Odoo).
 
-The main reference for updating is logically our :doc:`installation guide <../install>`,
+The main reference for updating is logically our :doc:`installation guide <../on_premise>`,
 which explains the common installation methods.
 
 Updating is also most appropriately accomplished by the person who deployed Odoo initially,

content/administration/supported_versions.rst

@@ -0,0 +1,137 @@
+:hide-page-toc:
+
+.. _supported_versions:
+
+==================
+Supported versions
+==================
+
+Odoo provides support and bug fixing **for the 3 last major versions** of Odoo.
+
+.. note::
+   Odoo releases intermediary versions called **Online versions** on the :doc:`Odoo Online
+   <odoo_online>` hosting every two months. Odoo Online users can then benefit from the latest
+   features of Odoo.
+
+   - Admins of Odoo Online databases are invited to :doc:`upgrade <upgrade>` them regularly.
+   - Online versions are *not* released for Odoo.sh and On-Premise installations.
+   - Online versions are listed below as *SaaS*.
+
+This matrix shows the support status of every version.
+
+**Major releases are in bold type.**
+
+.. list-table::
+   :header-rows: 1
+   :widths: auto
+
+   * -
+     - Odoo Online
+     - Odoo.sh
+     - On-Premise
+     - Release date
+     - End of support
+   * - Odoo saas~17.2
+     - |green|
+     - N/A
+     - N/A
+     - April 2024
+     -
+   * - Odoo saas~17.1
+     - |green|
+     - N/A
+     - N/A
+     - January 2024
+     -
+   * - **Odoo 17.0**
+     - |green|
+     - |green|
+     - |green|
+     - November 2023
+     - October 2026 (planned)
+   * - Odoo saas~16.4
+     - |green|
+     - N/A
+     - N/A
+     - August 2023
+     -
+   * - Odoo saas~16.3
+     - |red|
+     - N/A
+     - N/A
+     - June 2023
+     -
+   * - Odoo saas~16.2
+     - |red|
+     - N/A
+     - N/A
+     - March 2023
+     -
+   * - Odoo saas~16.1
+     - |red|
+     - N/A
+     - N/A
+     - February 2023
+     -
+   * - **Odoo 16.0**
+     - |green|
+     - |green|
+     - |green|
+     - October 2022
+     - November 2025 (planned)
+   * - Odoo saas~15.2
+     - |red|
+     - N/A
+     - N/A
+     - March 2022
+     - January 2023
+   * - Odoo saas~15.1
+     - |red|
+     - N/A
+     - N/A
+     - February 2022
+     - July 2022
+   * - **Odoo 15.0**
+     - |green|
+     - |green|
+     - |green|
+     - October 2021
+     - November 2024 (planned)
+   * - **Odoo 14.0**
+     - |red|
+     - |red|
+     - |red|
+     - October 2020
+     - November 2023
+   * - **Odoo 13.0**
+     - |red|
+     - |red|
+     - |red|
+     - October 2019
+     - October 2022
+   * - Older versions
+     - |red|
+     - |red|
+     - |red|
+     - Before 2019
+     - Before 2022
+
+.. admonition:: Legend
+
+    |green| Supported version
+
+    |red| End-of-support
+
+    N/A Never released for this platform
+
+.. important::
+   Even though we don't support older versions, you can always `upgrade from any version
+   <https://upgrade.odoo.com/>`_.
+
+.. |green| raw:: html
+
+   <span class="text-success" style="font-size: 32px; line-height: 0.5">●</span>
+
+.. |red| raw:: html
+
+   <span class="text-danger" style="font-size: 32px; line-height: 0.5">●</span>

content/administration/upgrade.rst

@@ -1,226 +1,372 @@
-:show-content:
-
-.. |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
 =======
 
-.. toctree::
-   :titlesonly:
+.. _administration/upgrade:
 
-   upgrade/odoo_online
-   upgrade/odoo_sh
-   upgrade/on_premise
-   upgrade/faq
+An upgrade is the process of moving your database from an older version to a newer :doc:`supported
+version <supported_versions>` (e.g., Odoo 14.0 to Odoo 16.0). Frequently upgrading is essential as
+each version comes with new and improved features, bug fixes, and security patches.
 
-An upgrade is switching to a newer version of Odoo (e.g., Odoo 14.0 to Odoo 15.0).
+.. _upgrade_faq/rolling_release:
+
+.. spoiler:: Automatic upgrades: Odoo Online's Rolling Release process
+
+   The Rolling Release process allows Odoo Online customers to upgrade their database directly from
+   a message prompt sent to the database administrator as soon as a new version is released. The
+   invitation to upgrade is only sent if no issues are detected during the automatic tests.
+
+   .. image:: upgrade/rr-upgrade-message.png
+      :alt: The upgrade message prompt on the top right of the database
+
+   It is strongly recommended to manually :ref:`test the upgrade first <upgrade/test_your_db>`.
+   Clicking :guilabel:`I want to test first` redirects to `the database manager
+   <https://www.odoo.com/my/databases/>`_, where it is possible to request an upgraded test database
+   and check it for any discrepancies.
+
+   It is **not** recommended to click :guilabel:`Upgrade Now` without testing first, as it
+   immediately triggers the live production database upgrade.
+
+   If the Rolling Release process detects an issue with the upgrade, it will be deactivated until
+   the issue is resolved.
 
 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 Odoo Online
-  or Odoo.sh)
-* Migration from another ERP to Odoo
+  - Downgrading to a previous version of Odoo
+  - :doc:`Switching editions <on_premise/community_to_enterprise>` (e.g., from Community to
+    Enterprise)
+  - :ref:`Changing hosting type <hosting/change-solution>` (e.g., from on-premise to Odoo Online)
+  - Migrating from another ERP to Odoo
 
-.. note:: |assistance-contact|
+.. warning::
+   If your database contains custom modules, it cannot be upgraded until a version of your custom
+   modules is available for the target version of Odoo. For customers maintaining their own custom
+   modules, we recommend to parallelize the process by :ref:`requesting an upgraded database
+   <upgrade/request-test-database>` while also :doc:`upgrading the source code of your custom
+   modules </developer/howtos/upgrade_custom_db>`.
 
-.. seealso::
-   - :ref:`upgrade/sla`
 
-.. _upgrade/process-workflow:
+Upgrading in a nutshell
+-----------------------
 
-Process workflow
-================
+#. Request an upgraded test database (see :ref:`obtaining an upgraded test database
+   <upgrade/request-test-database>`).
 
-The upgrade process in a nutshell:
+#. If applicable, upgrade the source code of your custom module to be compatible with the new
+   version of Odoo (see :doc:`/developer/howtos/upgrade_custom_db`).
 
-#. You create a test upgrade request.
-#. Odoo processes the request automatically by running the database through an upgrade script, which
-   takes between 20 and 120 minutes.
-#. 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 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 Odoo Online).
+#. Thoroughly test the upgraded database (see :ref:`testing the new version of the database
+   <upgrade/test_your_db>`).
 
-.. seealso::
-   - :doc:`Upgrade process for Odoo Online <upgrade/odoo_online>`
-   - :doc:`Upgrade process for Odoo.sh <upgrade/odoo_sh>`
-   - :doc:`Upgrade process for On-Premise <upgrade/on_premise>`
+#. Report any issue encountered during the testing to Odoo via the `support page
+   <https://odoo.com/help?stage=migration>`__.
 
-.. _upgrade/testing-phase:
+#. Once all issues are resolved and you are confident that the upgraded database can be used as
+   your main database without any issues, plan the upgrade of your production database.
 
-Testing
-=======
+#. Request the upgrade for the production database, rendering it unavailable for the time it takes
+   to complete the process (see :ref:`upgrading the production database <upgrade/upgrade-prod>`).
 
-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).
+#. Report any issue encountered during the upgrade to Odoo via the `support page
+   <https://odoo.com/help?stage=post_upgrade>`__.
 
-Once you receive your upgraded test database, check that all data, processes, and functionality are
-still correct and working as expected.
+.. _upgrade/request-test-database:
 
-If you do find discrepancies, :ref:`report your issues <upgrade/test-assistance>` and :ref:`request
-a new test database <upgrade/test-db-request>` when the reported issues are fixed in the upgrade
-script.
-
-If you do not find any discrepancies, you can move on to the upgrade of your production database.
-
-.. important::
-   A test database is only intended for testing and remains completely unrelated to your present or
-   future production database. Any data you add, or changes you make, will not be reflected in your
-   upgraded production database.
-
-.. note::
-   Test databases are neutered and features are disabled to prevent them from having an impact on
-   the production database:
-
-   #. The serial number of the database is modified (to prevent it from sending information as if it
-      was the production database).
-   #. The :ref:`base URL of the database <domain-name/web-base-url>` is reset to
-      ``http://localhost:8069`` and the email domain to ``localhost``.
-   #. Scheduled actions are disabled (the calendar synchronization, the bank statement
-      synchronization, the planned automated actions, the fetching of incoming mail servers, etc.).
-   #. Outgoing mail servers are disabled by archiving the existing ones and adding a
-      fake/non-working one.
-   #. Payment providers and delivery carriers are reset to test environment.
-   #. Accounting localization Electronic Data Interchange (EDI) services are disabled.
-   #. A system parameter is set to tell the database has been neutered.
-
-.. _upgrade/test-db-request:
-
-Request a test database
-=======================
-
-Follow the instructions available per hosting type on the `website form
-<https://upgrade.odoo.com>`_ and select *Testing* purpose.
-
-.. image:: upgrade/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
-database individually. 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:: 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. 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.
-
-.. 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
-=====================
-
-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.
-
-.. important::
-   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.
-
-   .. 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:
-
-Help
-====
-
-.. _upgrade/contact:
-
-Contact our upgrade service support
+Obtaining an upgraded test database
 -----------------------------------
 
-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.
+The `Upgrade page <https://upgrade.odoo.com/>`_ is the main platform for requesting an upgraded
+database. However, depending on the hosting type, you can upgrade from the command line
+(on-premise), the `Odoo Online database manager <https://odoo.com/my/databases>`_, or your `Odoo.sh
+project <https://odoo.sh/project>`_.
 
-.. _upgrade/supported-versions:
+.. note::
+   The Upgrade platform follows the same `Privacy Policy <https://www.odoo.com/privacy>`_ as the
+   other Odoo.com services. Visit the `General Data Protection Regulation page
+   <https://www.odoo.com/gdpr>`_ to learn more about how Odoo handles your data and privacy.
 
-Supported versions
-------------------
+.. tabs::
 
-Please note that Odoo provides support and bug fixing only for the three last major versions of
-Odoo.
+   .. group-tab:: Odoo Online
 
-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).
+      Odoo Online databases can be manually upgraded via the `database manager
+      <https://odoo.com/my/databases>`_.
+
+      The database manager displays all databases associated with the user's account. Databases
+      not on the most recent version of Odoo display an arrow in a circle icon next to their name,
+      indicating that they can be upgraded.
+
+      .. image:: upgrade/databases-page.png
+         :alt: The database manager with an upgrade button next to the name of a database.
+
+      Click the **arrow in a circle** icon to start the upgrade process. In the popup, fill in:
+
+      - The **version** of Odoo you want to upgrade to, usually the latest version
+      - The **email** address that should receive the link to the upgraded database
+      - The :guilabel:`Purpose` of the upgrade, which is automatically set to :guilabel:`Test` for
+        your first upgrade request
+
+      .. image:: upgrade/upgrade-popup.png
+         :alt: The "Upgrade your database" popup.
+
+      The :guilabel:`Upgrade in progress` tag is displayed next to the database name until
+      completion. Once the process succeeds, an email containing a link to the upgraded test
+      database is sent to the address provided. The database can also be accessed from the database
+      manager by clicking the dropdown arrow before the database name.
+
+      .. image:: upgrade/access-upgraded-db.png
+         :alt: Clicking the menu arrow displays the upgraded test database.
+
+   .. group-tab:: Odoo.sh
+
+      Odoo.sh is integrated with the upgrade platform to simplify the upgrade process.
+
+      .. image:: upgrade/odoo-sh-staging.png
+         :alt: Odoo.sh project and tabs
+
+      The **latest production daily automatic backup** is then sent to the `upgrade platform
+      <https://upgrade.odoo.com>`_.
+
+      Once the upgrade platform is done upgrading the backup and uploading it on the branch, it is
+      put in a **special mode**: each time a **commit is pushed** on the branch, a **restore
+      operation** of the upgraded backup and an **update of all the custom modules** occur. This
+      allows you to test your custom modules on a pristine copy of the upgraded database. The log
+      file of the upgrade process can be found in your newly upgraded staging build by going to
+      :file:`~/logs/upgrade.log`.
+
+      .. important::
+         In databases where custom modules are installed, their source code must be up-to-date with
+         the target version of Odoo before the upgrade can be performed. If there are none, the
+         "update on commit" mode is skipped, the upgraded database is built as soon as it is
+         transferred from the upgrade platform, and the upgrade mode is exited.
+
+         Check out the :doc:`/developer/howtos/upgrade_custom_db` page for more information.
+
+   .. group-tab:: On-premise
+
+      The standard upgrade process can be initiated by entering the following command line on the
+      machine where the database is hosted:
+
+      .. code-block:: console
+
+         $ python <(curl -s https://upgrade.odoo.com/upgrade) test -d <your db name> -t <target version>
+
+      The following command can be used to display the general help and the main commands:
+
+      .. code-block:: console
+
+         $ python <(curl -s https://upgrade.odoo.com/upgrade) --help
+
+      An upgraded test database can also be requested via the `Upgrade page
+      <https://upgrade.odoo.com/>`_.
+
+      .. important::
+         In databases where custom modules are installed, their source code must be up-to-date with
+         the target version of Odoo before the upgrade can be performed. Check out the
+         :doc:`/developer/howtos/upgrade_custom_db` page for more information.
+
+      .. note::
+         - For security reasons, only the person who submitted the upgrade request can download it.
+         - For storage reasons, the database's copy is submitted without a filestore to the upgrade
+           server. Therefore, the upgraded database does not contain the production filestore.
+         - Before restoring the upgraded database, its filestore must be merged with the production
+           filestore to be able to perform tests in the same conditions as it would be in the new
+           version.
+         - The upgraded database contains:
+
+           - A `dump.sql` file containing the upgraded database
+           - A `filestore` folder containing files extracted from in-database records into
+             attachments (if there are any) and new standard Odoo files from the targeted Odoo
+             version (e.g., new images, icons, payment provider's logos, etc.).
+             This is the folder that should be merged with the production filestore
+             in order to get the full upgraded filestore.
+
+.. note::
+   You can request multiple test databases if you wish to test an upgrade more than once.
+
+.. _upgrade/upgrade_report:
+
+.. note::
+   When an upgrade request is completed, an upgrade report is attached to the successful upgrade
+   email, and it becomes available in the Discuss app for users who are part of the "Administration
+   / Settings" group. This report provides important information about the changes introduced by
+   the new version.
+
+.. _upgrade/test_your_db:
+
+Testing the new version of the database
+---------------------------------------
+
+It is essential to spend some time testing the upgraded test database to ensure that you are not
+stuck in your day-to-day activities by a change in views, behavior, or an error message once the
+upgrade goes live.
+
+.. note::
+   Test databases are neutralized, and some features are disabled to prevent them from impacting the
+   production database:
+
+   #. Scheduled actions are disabled.
+   #. Outgoing mail servers are disabled by archiving the existing ones and adding a fake one.
+   #. Payment providers and delivery carriers are reset to the test environment.
+   #. Bank synchronization is disabled. Should you want to test the synchronization, contact your
+      bank synchronization provider to get sandbox credentials.
+
+Testing as many of your business flows as possible is strongly recommended to ensure they are
+working correctly and to get more familiar with the new version.
+
+.. admonition:: Basic test checklist
+
+   - Are there views that are deactivated in your test database but active in your production
+     database?
+   - Are your usual views still displayed correctly?
+   - Are your reports (invoice, sales order, etc.) correctly generated?
+   - Are your website pages working correctly?
+   - Are you able to create and modify records? (sales orders, invoices, purchases, users, contacts,
+     companies, etc.)
+   - Are there any issues with your mail templates?
+   - Are there any issues with saved translations?
+   - Are your search filters still present?
+   - Can you export your data?
+
+.. spoiler:: Example of end-to-end testing
+
+   - Checking a random product in your product catalog and comparing its test and production data to
+     verify everything is the same (product category, selling price, cost price, vendor, accounts,
+     routes, etc.).
+   - Buying this product (Purchase app).
+   - Confirming the reception of this product (Inventory app).
+   - Checking if the route to receive this product is the same in your production database
+     (Inventory app).
+   - Selling this product (Sales app) to a random customer.
+   - Opening your customer database (Contacts app), selecting a customer (or company), and checking
+     its data.
+   - Shipping this product (Inventory app).
+   - Checking if the route to ship this product is the same as in your production database
+     (Inventory app).
+   - Validating a customer invoice (Invoicing or Accounting app).
+   - Crediting the invoice (issuing a credit note) and checking if it behaves as in your production
+     database.
+   - Checking your reports' results (Accounting app).
+   - Randomly checking your taxes, currencies, bank accounts, and fiscal year (Accounting app).
+   - Making an online order (Website apps) from the product selection in your shop until the
+     checkout process and checking if everything behaves as in your production database.
+
+   This list is **not** exhaustive. Extend the example to your other apps based on your use of Odoo.
+
+If you face an issue while testing your upgraded test database, you can request the assistance of
+Odoo via the `support page <https://odoo.com/help?stage=migration>`__ by selecting the option
+related to testing the upgrade. In any case, it is essential to report any
+problem encountered during the testing to fix it before upgrading your production database.
+
+You might encounter significant differences with standard views, features, fields, and models during
+testing. Those changes cannot be reverted on a case-by-case basis. However, if a change introduced
+by a new version breaks a customization, it is the responsibility of the maintainer of your custom
+module to make it compatible with the new version of Odoo.
+
+.. tip::
+   Do not forget to test:
+
+   - Integrations with external software (EDI, APIs, etc.)
+   - Workflows between different apps (online sales with eCommerce, converting a lead all the way to
+     a sales order, delivery of products, etc.)
+   - Data exports
+   - Automated actions
+   - Server actions in the action menu on form views, as well as by selecting multiple records on
+     list views
+
+.. _upgrade/upgrade-prod:
+
+Upgrading the production database
+---------------------------------
+
+Once the :ref:`tests <upgrade/test_your_db>` are completed and you are confident that the upgraded
+database can be used as your main database without any issues, it is time to plan the go-live day. It
+can be planned in coordination with Odoo's upgrade support analysts, reachable via the `support page
+<https://odoo.com/help>`__.
+
+Your production database will be unavailable during its upgrade. Therefore, we recommend planning
+the upgrade at a time when the use of the database is minimal.
+
+As the standard upgrade scripts and your database are constantly evolving, it is also recommended
+to frequently request another upgraded test database to ensure that the upgrade process is
+still successful, especially if it takes a long time to finish. **Fully rehearsing the upgrade
+process the day before upgrading the production database is also recommended.**
+
+.. important::
+   - Going into production without first testing may lead to:
+
+     - Users failing to adjust to the changes and new features
+     - Business interruptions (e.g., no longer having the possibility to validate an action)
+     - Poor customer experience (e.g., an eCommerce website that does not work correctly)
+
+The process of upgrading a production database is similar to upgrading a test database with a few
+exceptions.
+
+.. tabs::
+
+   .. group-tab:: Odoo Online
+
+      The process is similar to :ref:`obtaining an upgraded test database
+      <upgrade/request-test-database>`, except for the purpose option, which must be set to
+      :guilabel:`Production` instead of :guilabel:`Test`.
+
+      .. warning::
+         Once the upgrade is requested, the database will be unavailable until the upgrade is
+         finished. Once the process is completed, it is impossible to revert to the previous
+         version.
+
+   .. group-tab:: Odoo.sh
+
+      The process is similar to :ref:`obtaining an upgraded test database
+      <upgrade/request-test-database>` on the :guilabel:`Production` branch.
+
+      .. image:: upgrade/odoo-sh-prod.png
+         :alt: View from the upgrade tab
+
+      The process is **triggered as soon as a new commit is made** on the branch. This
+      allows the upgrade process to be synchronized with the deployment of the custom modules'
+      upgraded source code.
+      If there are no custom modules, the upgrade process is triggered immediately.
+
+      .. important::
+         The database is unavailable throughout the process. If anything goes wrong, the platform
+         automatically reverts the upgrade, as it would be for a regular update. In case of success,
+         a backup of the database before the upgrade is created.
+
+      The update of your custom modules must be successful to complete the entire upgrade process.
+      Make sure the status of your staging upgrade is :guilabel:`successful` before trying it in
+      production. More information on how to upgrade your custom modules can be found on
+      :doc:`/developer/howtos/upgrade_custom_db`.
+
+   .. group-tab:: On-premise
+
+      The command to upgrade a database to production is similar to the one of upgrading a test
+      database except for the argument `test`, which must be replaced by `production`:
+
+      .. code-block:: console
+
+         $ python <(curl -s https://upgrade.odoo.com/upgrade) production -d <your db name> -t <target version>
+
+      An upgraded production database can also be requested via the `Upgrade page
+      <https://upgrade.odoo.com/>`_.
+      Once the database is uploaded, any modification to your production database will **not** be
+      present on your upgraded database. This is why we recommend not using it during the upgrade
+      process.
+
+      .. important::
+         When requesting an upgraded database for production purposes, the copy is submitted without
+         a filestore. Therefore, the upgraded database filestore must be merged with the production
+         filestore before deploying the new version.
+
+In case of an issue with your production database, you can request the assistance of Odoo via the
+`support page <https://odoo.com/help?stage=post_upgrade>`__ by selecting the option related to
+the upgrade in production.
 
-.. seealso::
-   :doc:`maintain/supported_versions`
 
 .. _upgrade/sla:
 
 Service-level agreement (SLA)
-=============================
+-----------------------------
 
 With Odoo Enterprise, upgrading a database to the most recent version of Odoo is **free**, including
 any support required to rectify potential discrepancies in the upgraded database.
@@ -230,7 +376,7 @@ Information about the upgrade services included in the Enterprise Licence is ava
 upgrade services you can expect.
 
 Upgrade services covered by the SLA
------------------------------------
+===================================
 
 Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or self-hosted (On-Premise) can
 benefit from upgrade services at all times for:
@@ -245,7 +391,7 @@ Upgrade services are limited to the technical conversion and adaptation of a dat
 modules and data) to make it compatible with the version targeted by the upgrade.
 
 Upgrade services not covered by the SLA
----------------------------------------
+=======================================
 
 The following upgrade-related services are **not** included:
 
@@ -256,9 +402,6 @@ The following upgrade-related services are **not** included:
   <studio/automated-actions/action>`; and
 - **training** on using the upgraded version's features and workflows.
 
-.. note:: |assistance-contact|
-
 .. seealso::
-   - :doc:`Upgrade FAQ <upgrade/faq>`
    - :doc:`Odoo.sh documentation <odoo_sh>`
-   - :doc:`Supported Odoo versions <maintain/supported_versions>`
+   - :doc:`Supported Odoo versions <supported_versions>`

content/administration/upgrade/faq.rst

@@ -1,228 +0,0 @@
-.. |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 to be similar to the
-production upgrade.
-
-.. _upgrade-faq/project:
-
-Duration of 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/upgrade-or-migration:
-
-Upgrade or Migration
-====================
-
-An upgrade is switching to a newer version of Odoo, while a migration reflects the change of
-:ref:`editions <upgrade-faq/editions-change>` or change of :ref:`hosting type
-<upgrade-faq/hosting-types-switch>`.
-
-.. 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::
-    If you need assistance on this matter,  please contact us via the `Odoo Support page
-    <https://www.odoo.com/help>`_.
-
-.. seealso::
-   - `Editions <https://www.odoo.com/page/editions>`_
-
-.. _upgrade-faq/hosting-types-switch:
-
-Switching the hosting types (On-premise vs. Odoo 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
-<../maintain/hosting_changes>`.
-
-.. note:: |assistance-contact|
-
-.. _upgrade-faq/upgrade-report:
-
-The Upgrade Report
-==================
-
-When an upgrade request completes successfully (test or production), you receive an email
-notification about it that includes an 'Upgrade Report'. This report is also sent to you via the
-Discuss app. It contains valuable information regarding changes that occurred during the upgrade.
-While it serves as a guide to possible issues to look out for, it is not an exhaustive list. It
-remains imperative that you test the upgraded database thoroughly and report any discrepancies you
-might find, before you decide to upgrade your production database.
-
-.. _upgrade-faq/custom-views:
-
-Custom views
-============
-
-During the upgrade, some custom views might get disabled for technical reasons. Therefore they might
-have to be fixed after the upgrade. The :ref:`Upgrade Report <upgrade-faq/upgrade-report>` that is
-generated after the upgrade is available in the Discuss app, and lists all the custom views that
-might be impacted by this.
-
-.. _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 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>`_.
-
-Rolling Release (applicable to Odoo Online databases)
-=====================================================
-
-This feature allows customers to upgrade their database directly from a message prompt sent to the
-database administrator as soon as the new version is released. Odoo first tests the upgrade to the
-next version. The rolling release upgrade option is displayed if the automated tests are successful.
-The message offers two options:
-
-#. To 'Upgrade Now', which immediately triggers the upgrade of your live production database.
-
-#. To take you to your `database manager <https://www.odoo.com/my/databases/>`_ where you can
-   `request an upgraded test database <https://upgrade.odoo.com/#online/>`_ and check the upgraded
-   test database for any discrepancies.
-
-When you choose to proceed with the production upgrade directly, make sure all users have saved
-their work and are logged out. The upgrade takes approximately 15 minutes. During this time your
-database is unreachable. If you notice any problem after the upgrade, please report it via the `Odoo
-Support page <https://www.odoo.com/help>`_.
-
-.. note::
-   If you are using the Website or Studio app, we recommend you always do a test upgrade before
-   upgrading your production instance.

content/administration/upgrade/odoo_online.rst

@@ -1,92 +0,0 @@
-===========
-Odoo Online
-===========
-
-Odoo databases can be manually upgraded directly from the main Odoo website. To upgrade an Odoo
-database, navigate to the `database manager <https://www.odoo.com/my/databases>`_ page and sign in.
-
-The database manager page displays all of the Odoo databases associated with the user's account. Any
-databases that are not already on the most recent version of Odoo display an **arrow in a circle**
-icon next to the database name, indicating that the database can be upgraded.
-
-.. image:: odoo_online/databases-page.png
-   :align: center
-   :alt: The database manager page with an upgrade button next to the name of a database.
-
-.. important::
-   - If the database's version is **lower** than the latest major release: the database must be
-     upgraded within two months. After these two months, an automatic upgrade is initiated.
-   - If the database's version is **equal** to or **higher** than the latest major release:
-     you can disregard the invitation to upgrade, as the database probably would not benefit from
-     new features every two months.
-
-If a database is *not* on the latest online version, its administrator should receive an invitation
-to upgrade on the database's dashboard, displayed as an **arrow in a circle**.
-
-.. image:: odoo_online/database-notification.png
-   :alt: Invitation to upgrade on the database dashboard.
-
-.. note::
-   Versions that are not supported anymore become deprecated and must be updated to avoid
-   security issues. It is recommended to initiate the upgrade yourself and not wait for the
-   automatic upgrade, as the former method allows you to request a test upgrade of the database to
-   check for any discrepancies.
-
-Test database
-=============
-
-Click on the **arrow in a circle** icon to start the upgrade process. On the :guilabel:`Upgrade your
-database` pop-up, select the version of Odoo that the platform will be upgraded to. In the
-:guilabel:`Email to notify` field, enter an email address that will receive email notifications
-about the database upgrade.
-
-There is also a :guilabel:`Purpose` section on the pop-up that is used to specify the reason for the
-upgrade. However, at this stage of the process, the only selectable option is :guilabel:`Test`, as
-Odoo requires users to create a test copy of the upgraded database before converting the actual
-database.
-
-.. image:: odoo_online/upgrade-pop-up.png
-   :align: center
-   :alt: The "Upgrade your database" pop-up.
-
-After filling out the form, click the :guilabel:`Upgrade` button. The pop-up disappears and the
-database being upgraded shows a red :guilabel:`Upgrade in progress` tag next to its name. An email
-confirming that the upgrade is in progress is also sent to the email address specified on the
-pop-up.
-
-.. image:: odoo_online/upgrade-in-progress.png
-   :align: center
-   :alt: The "Upgrade in progress" tag next to the database name.
-
-Once the upgrade is complete, a new test database appears on the `database manager
-<https://www.odoo.com/my/databases>`_ page. To access the test database, click the drop-down arrow
-(:guilabel:`⯆`) to the left of the main database's name. Doing so makes the test version appear
-below it. Finally, click the green :guilabel:`Connect` button on the right side of the test
-version's row to go to the database.
-
-.. image:: odoo_online/test-database.png
-   :align: center
-   :alt: A test database on the database manager page.
-
-Except for being on the newer version of Odoo, the test database is an exact copy of the one being
-upgraded. It is important to do extensive testing in this database to ensure that the upgrade has
-not altered or corrupted any data, and that all workflows still proceed as expected.
-
-Production database
-===================
-
-After confirming the integrity of the new version, return to the `database manager
-<https://www.odoo.com/my/databases>`_ page. Once again, click on the **arrow in a circle** icon next
-to the database being upgraded. The :guilabel:`Upgrade your database` pop-up appears as before,
-except that there is now a :guilabel:`Production` option under the :guilabel:`Purpose` section.
-
-Select the :guilabel:`Production` option and then click :guilabel:`Upgrade` to begin the upgrade
-process. As before, a notification email is sent to the email address provided and a red
-:guilabel:`Upgrade in progress` tag appears next to the name of the database.
-
-The production database is then taken offline and will be upgraded automatically. The time it takes
-to upgrade the production database should be similar to the time that was necessary to upgrade the
-test database. Make sure to inform database users of the scheduled downtime.
-
-After the upgrade is finished, the :guilabel:`Upgrade in progress` tag disappears and the database
-is upgraded to the version specified.

content/administration/upgrade/odoo_sh.rst

@@ -1,132 +0,0 @@
-=======
-Odoo.sh
-=======
-
-.. _upgrade/odoo_sh/overview:
-
-Overview
-========
-
-Odoo.sh is integrated with the upgrade platform to make the upgrade process easier.
-
-.. note::
-   The :guilabel:`Upgrade` tab is available in the branches view. It is only available for valid
-   projects with a valid production build.
-
-.. image:: odoo_sh/odoo-sh-menu.png
-   :align: center
-   :alt: Click on the upgrade menu
-
-The suggested upgrade steps on Odoo.sh are:
-
-#. On a :guilabel:`Development` branch, upgrade your custom modules to keep them compatible with the
-   new version and thoroughly **test them**.
-#. Switch that branch to the :guilabel:`Staging` branch, **upgrade** the last daily production
-   backup and **test it**. Write upgrade scripts if necessary.
-#. Trigger the production upgrade from your :guilabel:`Production` branch and sit tight.
-
-.. seealso::
-   - :doc:`../../administration/upgrade`
-   - :doc:`Upgrade FAQ <../upgrade/faq>`
-   - :doc:`Introduction to Odoo.sh <../odoo_sh/overview/introduction>`
-
-.. _upgrade/odoo_sh/custom-modules:
-
-Upgrade your custom modules
-===========================
-
-The first step is to upgrade your custom modules to keep them compatible with the new version. Fork
-your :guilabel:`Production` branch in the :guilabel:`Development` stage, then go to the settings of
-your :guilabel:`Development` branch and select the Odoo version you target. If needed, modify your
-code to be compatible with the new version. Make sure to **test** your features are still working
-correctly.
-
-.. note::
-   Depending on your contract, the upgrade of your custom modules can be done by yourself, by your
-   Partner or by Odoo (if you hold a subscription including maintenance of customizations).
-
-.. _upgrade/odoo_sh/testing-phase:
-
-Upgrade your database on a staging branch
-=========================================
-
-Take the upgraded development branch and drag & drop it to :guilabel:`Staging`.
-
-Go to the :guilabel:`Upgrade` tab and select the :guilabel:`target version`. Then, click on
-:guilabel:`Test Upgrade`.
-
-.. image:: odoo_sh/odoo-sh-staging.png
-   :align: center
-   :alt: Odoo.sh project and tabs
-
-The **latest production daily automatic backup** is sent to the
-`upgrade platform <https://www.upgrade.odoo.com>`_ to start the upgrade test process.
-
-.. note::
-   You can follow the upgrade process by going to the :guilabel:`Upgrade` menu of your
-   :guilabel:`Production` branch.
-
-When the upgraded backup is ready on the `upgrade platform <https://www.upgrade.odoo.com>`_, it is
-automatically downloaded back to your project.
-
-The branch is now in a **special mode**: each time a **commit is pushed** on the branch, a
-**restore operation** of the upgraded backup occurs, and an **update of all the custom modules**
-happens. This allows you to quickly iterate on your custom modules upgrade scripts. The log file of
-the upgrade process can be found at :file:`~/logs/upgrade.log` in your newly upgraded staging build.
-
-.. note::
-   - The **special upgrade mode** is automatically closed after 30 days.
-   - It may happen that custom modules are no longer needed after an upgrade. Custom modules in the
-     upgraded database are set to be updated. If the modules are missing in the code, the update
-     fails, thus failing the whole process. An empty module with a manifest and possibly some custom
-     upgrade script are necessary to clean up the database. The complete removal of the module has
-     to be handled afterwards.
-
-Functionally test your upgraded database
-========================================
-
-Now that the test upgraded database is available on your staging branch, **thoroughly test it** and
-make sure everything runs as it's supposed to. Once you are satisfied with the result, you are ready
-to upgrade your production database.
-
-Production upgrade
-==================
-
-Once you are happy with your testing, you can start the process on the :guilabel:`Production`
-branch.
-
-On your :guilabel:`Production` branch, go to the :guilabel:`Upgrade` tab, select the
-:guilabel:`targeted version` and click on the :guilabel:`start Upgrade` button.
-
-.. image:: odoo_sh/odoo-sh-prod.png
-   :align: center
-   :alt: View from the upgrade tab
-
-The actual process is **triggered as soon as you push a new commit** in your branch. Make sure you
-are pushing code that is compatible with the new version. For example by merging the code from your
-upgraded staging branch.
-
-.. note::
-   You can see the progress of the upgrade by going to the :guilabel:`Upgrade` tab of the main
-   branch.
-
-.. image:: odoo_sh/odoo-sh-progress.png
-   :align: center
-   :alt: View showing the progress of the upgrade
-
-.. important::
-   Your database is unavailable throughout the process.
-
-.. note::
-   If anything goes wrong, the platform automatically reverts the upgrade, the same as it would be
-   for a regular update. In case of success, a backup is always made.
-
-The update of your custom modules must be successful to complete the entire upgrade process. Make
-sure the status of your staging upgrade is :guilabel:`successful` before trying it in production.
-
-.. note::
-   It may happen that custom modules are no longer needed after an upgrade. Custom modules in the
-   upgraded database are set to be updated. If the modules are missing in the code, the update
-   fails, thus failing the whole process. An empty module with a manifest and possibly some custom
-   upgrade script are necessary to clean up the database. The complete removal of the module has to
-   be handled afterwards.

content/administration/upgrade/on_premise.rst

@@ -1,76 +0,0 @@
-==========
-On-Premise
-==========
-
-Test upgrade request
-====================
-
-There are two ways to create your upgrade request.
-
-Upgrade request via command line
---------------------------------
-
-For technically-advanced users and partners, the upgrade process can be initiated via the following
-command line on the server where the database is hosted:
-
-:command:`python <(curl -s https://upgrade.odoo.com/upgrade) test -d <your db name> -t
-<target version>`
-
-The above command creates the database dump, sends it to the upgrade platform, and initiates the
-automated upgrade process. During the upgrade, you can follow the live logs on your screen.
-Once the upgrade process is completed successfully, the upgraded database is restored onto the
-server (as a duplicate test database).
-
-Upgrade request via the Odoo Upgrade Portal
--------------------------------------------
-
-#. Download a recent copy of your database and select the option :guilabel:`pg_dump custom format
-   (without filestore)`.
-#. Upload this dump file at https://upgrade.odoo.com and select *Testing* as the aim.
-   Odoo performs the automated upgrade process. Once it is completed, you receive an email with a
-   link to download the upgrade database dump file.
-#. Import the upgraded database into your on-premise environment and manually test all processes and
-   workflows.
-
-.. note::
-   - For security reasons, only the person who submitted the upgrade request is able to download it.
-   - Any problem found during testing should be reported via the `helpdesk
-     <https://odoo.com/help>`_.
-   - For storage reasons, the copy of your database is submitted without a filestore to the upgrade
-     server. Therefore, the upgraded database does not contain the production filestore.
-   - Before restoring the upgraded database, its filestore must be merged with the production
-     filestore to be able to perform tests in the same conditions as it would be in the new version.
-   - The upgraded database contains:
-
-      - A `dump.sql` file containing the upgraded database.
-      - A `filestore` folder containing files that were extracted from in-database records into
-        attachments (if there are any) and new standard Odoo files from the targeted Odoo version
-        (like new images, icons, payment provider's logos, etc.). This is the folder that should be
-        merged with the production filestore in order to get the full upgraded filestore.
-
-Upgrade your production database
-================================
-
-Once you have completed the testing successfully, you can proceed to upgrade your live database in
-production. Download your upgraded database from the link in the email and import it onto your live
-environment.
-
-.. important::
-   - Same as in the test phase, when requesting an upgrade for production purposes, the copy of your
-     database is submitted without a filestore.
-   - Therefore, the upgraded database filestore must be merged with the production filestore before
-     deploying the new version.
-
-Custom modules (if applicable)
-==============================
-
-The upgrade of a database that contains custom modules is a two-step process.
-
-#. The standard upgrade is done when your upgrade request is completed.
-#. Your custom modules also need to be upgraded to keep them compatible with the new version.
-
-Depending on your contract, the upgrade of your custom modules can be done
-
-#. by yourself.
-#. by your Partner.
-#. by Odoo (if you hold a subscription to 'Maintenance of Customizations').

content/applications.rst

@@ -14,6 +14,7 @@ Discover our user guides and configuration tutorials per application.
 .. toctree::
     :maxdepth: 2
 
+    applications/essentials
     applications/finance
     applications/sales
     applications/websites
@@ -22,4 +23,5 @@ Discover our user guides and configuration tutorials per application.
     applications/marketing
     applications/services
     applications/productivity
+    applications/studio
     applications/general

content/applications/essentials.rst

@@ -0,0 +1,11 @@
+===============
+Odoo essentials
+===============
+
+.. toctree::
+
+   essentials/activities
+   essentials/reporting
+   essentials/search
+   essentials/export_import_data
+   essentials/in_app_purchase

content/applications/essentials/activities.rst

@@ -0,0 +1,239 @@
+==========
+Activities
+==========
+
+*Activities* are follow-up tasks tied to a record in an Odoo database. Activities can be scheduled
+on any page of the database that contains a chatter thread, kanban view, list view, or activities
+view of an application.
+
+Schedule activities
+===================
+
+One way that activities are created is by clicking the :guilabel:`Schedule Activity` button, located
+at the top of the *chatter* on any record. On the pop-up window that appears, select an
+:guilabel:`Activity Type` from the drop-down menu.
+
+.. tip::
+   Individual applications have a list of *Activity Types* dedicated to that application. For
+   example, to view and edit the activities available for the *CRM* application, go to
+   :menuselection:`CRM app --> Configuration --> Activity Types`.
+
+Enter a title for the activity in the :guilabel:`Summary` field, located in the :guilabel:`Schedule
+Activity` pop-up window.
+
+To assign the activity to a different user, select a name from the :guilabel:`Assigned to` drop-down
+menu. Otherwise, the user creating the activity is automatically assigned.
+
+Lastly, feel free to add any additional information in the optional :guilabel:`Log a note...` field.
+
+.. note::
+   The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up window auto-populates
+   based on the configuration settings for the selected :guilabel:`Activity Type`. However, this
+   date can be changed by selecting a day on the calendar in the :guilabel:`Due Date` field.
+
+Lastly, click one of the following buttons:
+
+- :guilabel:`Schedule`: adds the activity to the chatter under :guilabel:`Planned activities`.
+- :guilabel:`Mark as Done`: adds the details of the activity to the chatter under :guilabel:`Today`.
+  The activity is not scheduled, it is automatically marked as completed.
+- :guilabel:`Done \& Schedule Next`: adds the task under :guilabel:`Today` marked as done, and
+  opens a new activity window.
+- :guilabel:`Discard`: discards any changes made on the pop-up window.
+
+.. image:: activities/schedule-pop-up.png
+   :alt: View of CRM leads and the option to schedule an activity.
+
+.. note::
+   Depending on the activity type, the :guilabel:`Schedule` button may be replaced by a
+   :guilabel:`Save` button, or an :guilabel:`Open Calendar` button.
+
+Scheduled activities are added to the chatter for the record under :guilabel:`Planned activities`.
+
+.. image:: activities/chatter-activities.png
+   :alt: View of CRM leads and the option to schedule an activity.
+
+Activities can also be scheduled from the kanban, list, or activities view of an application.
+
+.. tabs::
+
+   .. tab:: Kanban view
+
+      Select a record on which to schedule an activity. Click on the :guilabel:`🕘 (clock)` icon,
+      then :guilabel:`Schedule An Activity`, and proceed to fill out the pop-up form.
+
+      .. image:: activities/schedule-kanban-activity.png
+               :alt: Kanban view of the CRM pipeline and the option to schedule an activity.
+
+   .. tab:: List view
+
+      Select a record on which to schedule an activity. Click on the :guilabel:`🕘 (clock)` icon,
+      then :guilabel:`Schedule An Activity`. If the record already has an activity scheduled, the
+      clock icon may be replaced by a :guilabel:`📞 (phone)` or an :guilabel:`✉️ (envelope)` icon.
+
+      .. image:: activities/schedule-list-activity.png
+               :alt: List view of the CRM pipeline and the option to schedule an activity.
+
+   .. tab:: Activity view
+
+      To open the activity view for an application, select the :guilabel:`🕘 (clock)` icon from the
+      menu bar anywhere in the database. Select any application from the drop-down menu, and click
+      the :guilabel:`🕘 (clock)` icon for the desired app.
+
+      .. image:: activities/schedule-activity-view-menu.png
+               :alt: Activity menu drop down with focus on where to open activity view for CRM.
+
+      Select a record on which to schedule an activity. Move across the row to find the desired
+      activity type, then click the :guilabel:`＋ (plus sign)`.
+
+      .. image:: activities/schedule-activity-view.png
+               :alt: Activity view of the CRM pipeline and the option to schedule an activity.
+
+.. note::
+   Activity colors, and their relation to an activity's due date, is consistent throughout Odoo,
+   regardless of the activity type, or the view.
+
+   - Activities that appear in **green** indicate a due date sometime in the future.
+   - **Yellow** indicates that the activity's due date is today.
+   - **Red** indicates that the activity is overdue and the due date has passed.
+
+   For example, if an activity is created for a phone call, and the due date passes, the activity
+   appears with a red phone in list view, and a red clock on the kanban view.
+
+View scheduled activities
+=========================
+
+To view scheduled activities, open either the :menuselection:`Sales app` or :menuselection:`CRM app`
+and click the :guilabel:`🕘 (clock)` icon, located to the far-right side of the other view options.
+
+Doing so opens the activities menu, showcasing all the scheduled activities for the user, by
+default. To show all activities for every user, remove the :guilabel:`My Pipeline` filter from the
+:guilabel:`Search...` bar.
+
+To view a consolidated list of activities separated by the application where they were created, and
+by deadline, click the :guilabel:`🕘 (clock)` icon on the header menu to see the activities for that
+specific application in a drop-down menu.
+
+The possibility to :guilabel:`Add new note` and :guilabel:`Request a Document` appear at the bottom
+of this drop-down menu, when the :guilabel:`🕘 (clock)` icon on the header menu is clicked.
+
+.. image:: activities/activities-menu.png
+   :alt: View of CRM leads page emphasizing the activities menu.
+
+Configure activity types
+========================
+
+To configure the types of activities in the database, go to :menuselection:`Settings app --> Discuss
+--> Activities --> Activity Types`.
+
+.. image:: activities/settings-activities-types.png
+   :alt: View of the settings page emphasizing the menu activity types.
+
+Doing so reveals the :guilabel:`Activity Types` page, where the existing activity types are found.
+
+To edit an existing activity type, select it from the list, then click :guilabel:`Edit`. To create a
+new activity type, click :guilabel:`Create`.
+
+At the top of a blank activity type form, start by choosing a :guilabel:`Name` for the new activity
+type.
+
+.. image:: activities/new-activity-type.png
+   :alt: New activity type form.
+
+Activity settings
+-----------------
+
+Action
+~~~~~~
+
+The *Action* field specifies the intent of the activity. Some actions trigger specific behaviors
+after an activity is scheduled.
+
+- If :guilabel:`Upload Document` is selected, a link to upload a document is added directly to the
+  planned activity in the chatter.
+- If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users have the option to open
+  their calendar to schedule a time for this activity.
+- If :guilabel:`Request Signature` is selected, a link is added to the planned activity in the
+  chatter that opens a signature request pop-up window.
+
+.. note::
+   The actions available to select on an activity type vary, depending on the applications currently
+   installed in the database.
+
+Default user
+~~~~~~~~~~~~
+
+To automatically assign this activity to a specific user when this activity type is scheduled,
+choose a name from the :guilabel:`Default User` drop-down menu. If this field is left blank, the
+activity is assigned to the user who creates the activity.
+
+Default summary
+~~~~~~~~~~~~~~~
+
+To include notes whenever this activity type is created, enter them into the :guilabel:`Default
+Summary` field.
+
+.. note::
+   The information in the :guilabel:`Default User` and :guilabel:`Default Summary` fields are
+   included when an activity is created. However, they can be altered before the activity is
+   scheduled or saved.
+
+Next activity
+-------------
+
+To automatically suggest, or trigger, a new activity after an activity has been marked complete, the
+:guilabel:`Chaining Type` must be set.
+
+Suggest next activity
+~~~~~~~~~~~~~~~~~~~~~
+
+In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next Activity`. Upon doing so, the
+field underneath changes to: :guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu
+to select any activities to recommend as follow-up tasks to this activity type.
+
+In the :guilabel:`Schedule` field, choose a default deadline for these activities. To do so,
+configure a desired number of :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`. Then,
+decide if it should occur :guilabel:`after completion date` or :guilabel:`after previous activity
+deadline`.
+
+This :guilabel:`Schedule` field information can be altered before the activity is scheduled.
+
+When all configurations are complete, click :guilabel:`Save`.
+
+.. image:: activities/schedule-recommended-activity.png
+   :alt: Schedule activity popup with emphasis on recommended activities.
+
+.. note::
+   If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest Next Activity`, and
+   has activities listed in the :guilabel:`Suggest` field, users are presented with recommendations
+   for activities as next steps.
+
+Trigger next activity
+~~~~~~~~~~~~~~~~~~~~~
+
+Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` immediately launches the
+next activity once the previous one is completed.
+
+If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining Type` field, the field
+beneath changes to: :guilabel:`Trigger`. From the :guilabel:`Trigger` field drop-down menu, select
+the activity that should be launched once this activity is completed.
+
+In the :guilabel:`Schedule` field, choose a default deadline for these activities. To do so,
+configure a desired number of :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`. Then,
+decide if it should occur :guilabel:`after completion date` or :guilabel:`after previous activity
+deadline`.
+
+This :guilabel:`Schedule` field information can be altered before the activity is scheduled.
+
+When all configurations are complete, click :guilabel:`Save`.
+
+.. image:: activities/triggered-activities.png
+   :alt: Schedule new activity popup with emphasis on Done and launch next button.
+
+.. note::
+   When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger Next Activity`,
+   marking the activity as `Done` immediately launches the next activity listed in the
+   :guilabel:`Trigger` field.
+
+.. seealso::
+   - :doc:`/applications/productivity/discuss`
+   - :doc:`/applications/productivity/discuss/team_communication`

content/applications/essentials/export_import_data.rst

@@ -0,0 +1,478 @@
+======================
+Export and import data
+======================
+
+In Odoo, it is sometimes necessary to export or import data for running reports, or for data
+modification. This document covers the export and import of data into and out of Odoo.
+
+.. important::
+   Sometimes, users run into a 'time out' error, or a record does not process, due to its size. This
+   can occur with large exports, or in cases where the import file is too large. To circumvent this
+   limitation surrounding the size of the records, process exports or imports in smaller batches.
+
+.. _export-data:
+
+Export data from Odoo
+=====================
+
+When working with a database, it is sometimes necessary to export data in a distinct file. Doing so
+can aid in reporting on activities, although, Odoo provides a precise and easy reporting tool with
+each available application.
+
+With Odoo, the values can be exported from any field in any record. To do so, activate the list view
+(:guilabel:`≣ (four horizontal lines)` icon), on the items that need to be exported, and then
+select the records that should be exported. To select a record, tick the checkbox next to the
+corresponding record. Finally, click on :guilabel:`⚙️ Action`, and then :guilabel:`Export`.
+
+.. image:: export_import_data/list-view-export.png
+   :align: center
+   :alt: View of the different things to enable/click to export data.
+
+When clicking on :guilabel:`Export`, an :guilabel:`Export Data` pop-over window appears, with
+several options for the data to export:
+
+.. image:: export_import_data/export-data-overview.png
+   :align: center
+   :alt: Overview of options to consider when exporting data in Odoo..
+
+#. With the :guilabel:`I want to update data (import-compatable export)` option ticked, the system
+   only shows the fields that can be imported. This is helpful in the case where the existing
+   records need to be updated. This works like a filter. Leaving the box unticked, gives many more
+   field options because it shows all the fields, not just the ones that can be imported.
+#. When exporting, there is the option to export in two formats: `.csv` and `.xls`. With `.csv`,
+   items are separated by a comma, while `.xls` holds information about all the worksheets in a
+   file, including both content and formatting.
+#. These are the items that can be exported. Use the :guilabel:`> (right arrow)` icon to display
+   more sub-field options. Use the :guilabel:`Search` bar to find specific fields. To use the
+   :guilabel:`Search` option more efficiently, click on all the :guilabel:`> (right arrows)` to
+   display all fields.
+#. The :guilabel:`+ (plus sign)` icon button is present to add fields to the :guilabel:`Fields to
+   export` list.
+#. The :guilabel:`↕️ (up-down arrow)` to the left of the selected fields can be used to move the
+   fields up and down, to change the order in which they are displayed in the exported file.
+   Drag-and-drop using the :guilabel:`↕️ (up-down arrow)` icon.
+#. The :guilabel:`🗑️ (trash can)` icon is used to remove fields. Click on the :guilabel:`🗑️ (trash
+   can)` icon to remove the field.
+#. For recurring reports, it is helpful to save export presets. Select all the needed fields, and
+   click on the template drop-down menu. Once there, click on :guilabel:`New template`, and give a
+   unique name to the export just created. Click the :guilabel:`💾 (floppy drive)` icon to save the
+   configuration. The next time the same list needs to be exported, select the related template that
+   was previously saved from the drop-down menu.
+
+.. tip::
+   It is helpful to know the field's external identifier. For example, :guilabel:`Related Company`
+   in the export user interface is equal to *parent_id* (external identifier). This is helpful
+   because then, the only data exported is what should be modified and re-imported.
+
+.. _import-data:
+
+Import data into Odoo
+=====================
+
+Importing data into Odoo is extremely helpful during implementation, or in times where data needs to
+be updated in bulk. The following documentation covers how to import data into an Odoo database.
+
+.. warning::
+   Imports are permanent and **cannot** be undone. However, it is possible to use filters (`created
+   on` or `last modified`) to identify records changed or created by the import.
+
+.. tip::
+   Activating :ref:`developer mode <developer-mode>` changes the visible import settings in the left
+   menu. Doing so reveals an :menuselection:`Advanced` menu. Included in this advanced menu are two
+   options: :guilabel:`Track history during import` and :guilabel:`Allow matching with subfields`.
+
+   .. image:: export_import_data/advanced-import.png
+      :align: center
+      :alt: Advanced import options when developer mode is activated.
+
+   If the model uses openchatter, the :guilabel:`Track history during import` option sets up
+   subscriptions and sends notifications during the import, but leads to a slower import.
+
+   Should the :guilabel:`Allow matching with subfields` option be selected, then all subfields
+   within a field are used to match under the :guilabel:`Odoo Field` while importing.
+
+Get started
+-----------
+
+Data can be imported on any Odoo business object using either Excel (`.xlsx`) or :abbr:`CSV
+(Comma-separated Values)` (`.csv`) formats. This includes: contacts, products, bank statements,
+journal entries, and orders.
+
+Open the view of the object to which the data should be imported/populated, and click on
+:menuselection:`⚙️ (Action) --> Import records`.
+
+.. image:: export_import_data/import-button.png
+   :align: center
+   :alt:  Action menu revealed with the import records option highlighted.
+
+After clicking :guilabel:`Import records`, Odoo reveals a separate page with templates that can be
+downloaded and populated with the company's own data. Such templates can be imported in one click,
+since the data mapping is already done. To download a template click :guilabel:`Import Template for
+Customers` at the center of the page.
+
+.. important::
+   When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides :guilabel:`Formatting`
+   options. These options do **not** appear when importing the proprietary Excel file type (`.xls`,
+   `.xlsx`).
+
+   .. image:: export_import_data/formatting.png
+      :align: center
+      :alt: Formatting options presented when a CVS file is imported in Odoo.
+
+Make necessary adjustments to the *Formatting* options, and ensure all columns in the
+:guilabel:`Odoo field` and :guilabel:`File Column` are free of errors. Finally, click
+:guilabel:`Import` to import the data.
+
+Adapt a template
+----------------
+
+Import templates are provided in the import tool of the most common data to import (contacts,
+products, bank statements, etc.). Open them with any spreadsheet software (*Microsoft Office*,
+*OpenOffice*, *Google Drive*, etc.).
+
+Once the template is downloaded, proceed to follow these steps:
+
+- Add, remove, and sort columns to best fit the data structure.
+- It is strongly advised to **not** remove the :guilabel:`External ID` (ID) column (see why in the
+  next section).
+- Set a unique ID to every record by dragging down the ID sequencing in the :guilabel:`External ID`
+  (ID) column.
+
+.. image:: export_import_data/dragdown.gif
+   :align: center
+   :alt: An animation of the mouse dragging down the ID column, so each record has a unique ID.
+
+.. note::
+   When a new column is added, Odoo may not be able to map it automatically, if its label does not
+   fit any field within Odoo. However, new columns can be mapped manually when the import is tested.
+   Search the drop-down menu for the corresponding field.
+
+   .. image:: export_import_data/field_list.png
+      :align: center
+      :alt: Drop-down menu expanded in the initial import screen on Odoo.
+
+   Then, use this field's label in the import file to ensure future imports are successful.
+
+.. tip::
+   Another useful way to find out the proper column names to import is to export a sample file
+   using the fields that should be imported. This way, if there is not a sample import template,
+   the names are accurate.
+
+Import from another application
+-------------------------------
+
+The :guilabel:`External ID` (ID) is a unique identifier for the line item. Feel free to use one
+from previous software to facilitate the transition to Odoo.
+
+Setting an ID is not mandatory when importing, but it helps in many cases:
+
+- Update imports: import the same file several times without creating duplicates.
+- :ref:`Import relation fields <export_import_data/relation-fields>`.
+
+To recreate relationships between different records, the unique identifier from the original
+application should be used to map it to the :guilabel:`External ID` (ID) column in Odoo.
+
+When another record is imported that links to the first one, use **XXX/ID** (XXX/External ID) for
+the original unique identifier. This record can also be found using its name.
+
+.. warning::
+   It should be noted that there will be a conflict if two or more records have the same name.
+
+The :guilabel:`External ID` (ID) can also be used to update the original import, if modified data
+needs to be re-imported later, therefore, it is a good practice to specify it whenever possible.
+
+Field missing to map column
+---------------------------
+
+Odoo heuristically tries to find the type of field for each column inside the imported file, based
+on the first ten lines of the files.
+
+For example, if there is a column only containing numbers, only the fields with the *integer* type
+are presented as options.
+
+While this behavior might be beneficial in most cases, it is also possible that it could fail, or
+the column may be mapped to a field that is not proposed by default.
+
+If this happens, check the :guilabel:`Show fields of relation fields (advanced) option`, then a
+complete list of fields becomes available for each column.
+
+.. image:: export_import_data/field_list.png
+   :align: center
+   :alt: Searching for the field to match the tax column.
+
+Change data import format
+-------------------------
+
+.. note::
+   Odoo can automatically detect if a column is a date, and tries to guess the date format from a
+   set of most commonly used date formats. While this process can work for many date formats, some
+   date formats are not recognizable. This can cause confusion, due to day-month inversions; it is
+   difficult to guess which part of a date format is the day, and which part is the month, in a
+   date, such as `01-03-2016`.
+
+When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides :guilabel:`Formatting`
+options.
+
+To view which date format Odoo has found from the file, check the :guilabel:`Date Format` that is
+shown when clicking on options under the file selector. If this format is incorrect, change it to
+the preferred format using *ISO 8601* to define the format.
+
+.. important::
+   *ISO 8601* is an international standard, covering the worldwide exchange, along with the
+   communication of date and time-related data. For example, the date format should be `YYYY-MM-DD`.
+   So, in the case of July 24th 1981, it should be written as `1981-07-24`.
+
+.. tip::
+   When importing Excel files (`.xls`, `.xlsx`), consider using *date cells* to store dates. This
+   maintains locale date formats for display, regardless of how the date is formatted in Odoo. When
+   importing a :abbr:`CSV (Comma-separated Values)` file, use Odoo's :guilabel:`Formatting` section
+   to select the date format columns to import.
+
+Import numbers with currency signs
+----------------------------------
+
+Odoo fully supports numbers with parenthesis to represent negative signs, as well as numbers with
+currency signs attached to them. Odoo also automatically detects which thousand/decimal separator is
+used. If a currency symbol unknown to Odoo is used, it might not be recognized as a number, and the
+import crashes.
+
+.. note::
+   When importing a :abbr:`CSV (Comma-separated Values)` file, the :guilabel:`Formatting` menu
+   appears on the left-hand column. Under these options, the :guilabel:`Thousands Separator` can be
+   changed.
+
+Examples of supported numbers (using 'thirty-two thousand' as the figure):
+
+- 32.000,00
+- 32000,00
+- 32,000.00
+- -32000.00
+- (32000.00)
+- $ 32.000,00
+- (32000.00 €)
+
+Example that will not work:
+
+- ABC 32.000,00
+- $ (32.000,00)
+
+.. important::
+   A :guilabel:`() (parenthesis)` around the number indicates that the number is a negative value.
+   The currency symbol **must** be placed within the parenthesis for Odoo to recognize it as a
+   negative currency value.
+
+Import preview table not displayed correctly
+--------------------------------------------
+
+By default, the import preview is set on commas as field separators, and quotation marks as text
+delimiters. If the :abbr:`CSV (Comma-separated Values)` file does not have these settings, modify
+the :guilabel:`Formatting` options (displayed under the :guilabel:`Import` :abbr:`CSV
+(Comma-separated Values)` file bar after selecting the :abbr:`CSV (Comma-separated Values)` file).
+
+.. important::
+   If the :abbr:`CSV (Comma-separated Values)` file has a tabulation as a separator, Odoo does
+   **not** detect the separations. The file format options need to be modified in the spreadsheet
+   application. See the following :ref:`Change CSV file format <export_import_data/change-csv>`
+   section.
+
+.. _export_import_data/change-csv:
+
+Change CSV file format in spreadsheet application
+-------------------------------------------------
+
+When editing and saving :abbr:`CSV (Comma-separated Values)` files in spreadsheet applications, the
+computer's regional settings are applied for the separator and delimiter. Odoo suggests using
+*OpenOffice* or *LibreOffice*, as both applications allow modifications of all three options (from
+*LibreOffice* application, go to :menuselection:`'Save As' dialog box --> Check the box 'Edit filter
+settings' --> Save`).
+
+Microsoft Excel can modify the encoding when saving (:menuselection:`'Save As' dialog box -->
+'Tools' drop-down menu --> Encoding tab`).
+
+Difference between Database ID and External ID
+----------------------------------------------
+
+Some fields define a relationship with another object. For example, the country of a contact is a
+link to a record of the 'Country' object. When such fields are imported, Odoo has to recreate links
+between the different records. To help import such fields, Odoo provides three mechanisms.
+
+.. important::
+   **Only one** mechanism should be used per field that is imported.
+
+For example, to reference the country of a contact, Odoo proposes three different fields to import:
+
+- :guilabel:`Country`: the name or code of the country
+- :guilabel:`Country/Database ID`: the unique Odoo ID for a record, defined by the ID PostgreSQL
+  column
+- :guilabel:`Country/External ID`: the ID of this record referenced in another application (or the
+  `.XML` file that imported it)
+
+For the country of Belgium, for example, use one of these three ways to import:
+
+- :guilabel:`Country`: `Belgium`
+- :guilabel:`Country/Database ID`: `21`
+- :guilabel:`Country/External ID`: `base.be`
+
+According to the company's need, use one of these three ways to reference records in relations. Here
+is an example when one or the other should be used, according to the need:
+
+- Use :guilabel:`Country`: this is the easiest way when data comes from :abbr:`CSV (Comma-separated
+  Values)` files that have been created manually.
+- Use :guilabel:`Country/Database ID`: this should rarely be used. It is mostly used by developers
+  as the main advantage is to never have conflicts (there may be several records with the same name,
+  but they always have a unique Database ID)
+- Use :guilabel:`Country/External ID`: use *External ID* when importing data from a third-party
+  application.
+
+When *External IDs* are used, import :abbr:`CSV (Comma-separated Values)` files with the
+:guilabel:`External ID` (ID) column defining the *External ID* of each record that is imported.
+Then, a reference can be made to that record with columns, like `Field/External ID`. The following
+two :abbr:`CSV (Comma-separated Values)` files provide an example for products and their categories.
+
+- :download:`CSV file for categories
+  <export_import_data/External_id_3rd_party_application_product_categories.csv>`
+- :download:`CSV file for Products
+  <export_import_data/External_id_3rd_party_application_products.csv>`
+
+.. _export_import_data/relation-fields:
+
+Import relation fields
+----------------------
+
+An Odoo object is always related to many other objects (e.g. a product is linked to product
+categories, attributes, vendors, etc.). To import those relations, the records of the related object
+need to be imported first, from their own list menu.
+
+This can be achieved by using either the name of the related record, or its ID, depending on the
+circumstances. The ID is expected when two records have the same name. In such a case add `/ ID`
+at the end of the column title (e.g. for product attributes: `Product Attributes / Attribute / ID`).
+
+Options for multiple matches on fields
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If, for example, there are two product categories with the child name `Sellable` (e.g. `Misc.
+Products/Sellable` & `Other Products/Sellable`), the validation is halted, but the data may still be
+imported. However, Odoo recommends that the data is not imported because it will all be linked to
+the first `Sellable` category found in the *Product Category* list (`Misc. Products/Sellable`).
+Odoo, instead, recommends modifying one of the duplicate's values, or the product category
+hierarchy.
+
+However, if the company does not wish to change the configuration of product categories, Odoo
+recommends making use of the *External ID* for this field, 'Category'.
+
+Import many2many relationship fields
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+The tags should be separated by a comma, without any spacing. For example, if a customer needs to be
+linked to both tags: `Manufacturer` and `Retailer` then 'Manufacturer,Retailer' needs to be encoded
+in the same column of the :abbr:`CSV (Comma-separated Values)` file.
+
+- :download:`CSV file for Manufacturer, Retailer <export_import_data/m2m_customers_tags.csv>`
+
+Import one2many relationships
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+If a company wants to import a sales order with several order lines, a specific row **must** be
+reserved in the :abbr:`CSV (Comma-separated Values)` file for each order line. The first order line
+is imported on the same row as the information relative to order. Any additional lines need an
+additional row that does not have any information in the fields relative to the order.
+
+As an example, here is a :abbr:`CSV (Comma-separated Values)` file of some quotations that can be
+imported, based on demo data:
+
+- :download:`File for some Quotations
+  <export_import_data/purchase.order_functional_error_line_cant_adpat.csv>`
+
+The following :abbr:`CSV (Comma-separated Values)` file shows how to import purchase orders with
+their respective purchase order lines:
+
+- :download:`Purchase orders with their respective purchase order lines
+  <export_import_data/o2m_purchase_order_lines.csv>`
+
+The following :abbr:`CSV (Comma-separated Values)` file shows how to import customers and their
+respective contacts:
+
+- :download:`Customers and their respective contacts
+  <export_import_data/o2m_customers_contacts.csv>`
+
+Import records several times
+----------------------------
+
+If an imported file contains one of the columns: :guilabel:`External ID` or :guilabel:`Database ID`,
+records that have already been imported are modified, instead of being created. This is extremely
+useful as it allows users to import the same :abbr:`CSV (Comma-separated Values)` file several
+times, while having made some changes in between two imports.
+
+Odoo takes care of creating or modifying each record, depending if it is new or not.
+
+This feature allows a company to use the *Import/Export tool* in Odoo to modify a batch of records
+in a spreadsheet application.
+
+Value not provided for a specific field
+---------------------------------------
+
+If all fields are not set in the CSV file, Odoo assigns the default value for every non-defined
+field. But, if fields are set with empty values in the :abbr:`CSV (Comma-separated Values)` file,
+Odoo sets the empty value in the field, instead of assigning the default value.
+
+Export/import different tables from an SQL application to Odoo
+--------------------------------------------------------------
+
+If data needs to be imported from different tables, relations need to be recreated between records
+belonging to different tables. For instance, if companies and people are imported, the link between
+each person and the company they work for needs to be recreated.
+
+To manage relations between tables, use the `External ID` facilities of Odoo. The `External ID` of a
+record is the unique identifier of this record in another application. The `External ID` must be
+unique across all records of all objects. It is a good practice to prefix this `External ID` with
+the name of the application or table. (like, 'company_1', 'person_1' - instead of '1')
+
+As an example, suppose there is an SQL database with two tables that are to be imported: companies
+and people. Each person belongs to one company, so the link between a person and the company they
+work for must be recreated.
+
+Test this example, with a :download:`sample of a PostgreSQL database
+<export_import_data/database_import_test.sql>`.
+
+First, export all companies and their *External ID*. In PSQL, write the following command:
+
+.. code-block:: sh
+
+   > copy (select 'company_'||id as "External ID",company_name as "Name",'True' as "Is a Company" from companies) TO '/tmp/company.csv' with CSV HEADER;
+
+This SQL command creates the following :abbr:`CSV (Comma-separated Values)` file:
+
+.. code-block:: text
+
+   External ID,Name,Is a Company
+   company_1,Bigees,True
+   company_2,Organi,True
+   company_3,Boum,True
+
+To create the :abbr:`CSV (Comma-separated Values)` file for people linked to companies, use the
+following SQL command in PSQL:
+
+.. code-block:: sh
+
+    > copy (select 'person_'||id as "External ID",person_name as "Name",'False' as "Is a Company",'company_'||company_id as "Related Company/External ID" from persons) TO '/tmp/person.csv' with CSV
+
+It produces the following :abbr:`CSV (Comma-separated Values)` file:
+
+.. code-block:: text
+
+   External ID,Name,Is a Company,Related Company/External ID
+   person_1,Fabien,False,company_1
+   person_2,Laurence,False,company_1
+   person_3,Eric,False,company_2
+   person_4,Ramsy,False,company_3
+
+In this file, Fabien and Laurence are working for the Bigees company (`company_1`), and Eric is
+working for the Organi company. The relation between people and companies is done using the
+*External ID* of the companies. The *External ID* is prefixed by the name of the table to avoid a
+conflict of ID between people and companies (`person_1` and `company_1`, who shared the same ID 1 in
+the original database).
+
+The two files produced are ready to be imported in Odoo without any modifications. After having
+imported these two :abbr:`CSV (Comma-separated Values)` files, there are four contacts and three
+companies (the first two contacts are linked to the first company). Keep in mind to first import
+the companies, and then the people.