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master-met
| Author | SHA1 | Date | |
|---|---|---|---|
|
|
fc2e3310be |
54
.tx/config
@@ -1,7 +1,7 @@
|
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[main]
|
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host = https://www.transifex.com
|
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|
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[o:odoo:p:odoo-18-doc:r:administration]
|
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[o:odoo:p:odoo-17-doc:r:administration]
|
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file_filter = locale/<lang>/LC_MESSAGES/administration.po
|
||||
source_file = locale/sources/administration.pot
|
||||
type = POT
|
||||
@@ -11,7 +11,7 @@ replace_edited_strings = false
|
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keep_translations = false
|
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source_lang = en
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|
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[o:odoo:p:odoo-18-doc:r:applications]
|
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[o:odoo:p:odoo-17-doc:r:applications]
|
||||
file_filter = locale/<lang>/LC_MESSAGES/applications.po
|
||||
source_file = locale/sources/applications.pot
|
||||
type = POT
|
||||
@@ -21,17 +21,7 @@ replace_edited_strings = false
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keep_translations = false
|
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source_lang = en
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|
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[o:odoo:p:odoo-18-doc:r:essentials]
|
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file_filter = locale/<lang>/LC_MESSAGES/essentials.po
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source_file = locale/sources/essentials.pot
|
||||
type = POT
|
||||
minimum_perc = 0
|
||||
resource_name = essentials
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replace_edited_strings = false
|
||||
keep_translations = false
|
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source_lang = en
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|
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[o:odoo:p:odoo-18-doc:r:finance]
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[o:odoo:p:odoo-17-doc:r:finance]
|
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file_filter = locale/<lang>/LC_MESSAGES/finance.po
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||||
source_file = locale/sources/finance.pot
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||||
type = POT
|
||||
@@ -41,7 +31,7 @@ replace_edited_strings = false
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keep_translations = false
|
||||
source_lang = en
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|
||||
[o:odoo:p:odoo-18-doc:r:general]
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||||
[o:odoo:p:odoo-17-doc:r:general]
|
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file_filter = locale/<lang>/LC_MESSAGES/general.po
|
||||
source_file = locale/sources/general.pot
|
||||
type = POT
|
||||
@@ -51,17 +41,7 @@ replace_edited_strings = false
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keep_translations = false
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source_lang = en
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|
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[o:odoo:p:odoo-18-doc:r:hr]
|
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file_filter = locale/<lang>/LC_MESSAGES/hr.po
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source_file = locale/sources/hr.pot
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||||
type = POT
|
||||
minimum_perc = 0
|
||||
resource_name = hr
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||||
replace_edited_strings = false
|
||||
keep_translations = false
|
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source_lang = en
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|
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[o:odoo:p:odoo-18-doc:r:index]
|
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[o:odoo:p:odoo-17-doc:r:index]
|
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file_filter = locale/<lang>/LC_MESSAGES/index.po
|
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source_file = locale/sources/index.pot
|
||||
type = POT
|
||||
@@ -71,7 +51,7 @@ replace_edited_strings = false
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keep_translations = false
|
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source_lang = en
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|
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[o:odoo:p:odoo-18-doc:r:inventory_and_mrp]
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[o:odoo:p:odoo-17-doc:r:inventory_and_mrp]
|
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file_filter = locale/<lang>/LC_MESSAGES/inventory_and_mrp.po
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source_file = locale/sources/inventory_and_mrp.pot
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type = POT
|
||||
@@ -81,7 +61,7 @@ replace_edited_strings = false
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keep_translations = false
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source_lang = en
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|
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[o:odoo:p:odoo-18-doc:r:marketing]
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[o:odoo:p:odoo-17-doc:r:marketing]
|
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file_filter = locale/<lang>/LC_MESSAGES/marketing.po
|
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source_file = locale/sources/marketing.pot
|
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type = POT
|
||||
@@ -91,7 +71,7 @@ replace_edited_strings = false
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keep_translations = false
|
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source_lang = en
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|
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[o:odoo:p:odoo-18-doc:r:productivity]
|
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[o:odoo:p:odoo-17-doc:r:productivity]
|
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file_filter = locale/<lang>/LC_MESSAGES/productivity.po
|
||||
source_file = locale/sources/productivity.pot
|
||||
type = POT
|
||||
@@ -101,7 +81,7 @@ replace_edited_strings = false
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keep_translations = false
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source_lang = en
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|
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[o:odoo:p:odoo-18-doc:r:sales]
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[o:odoo:p:odoo-17-doc:r:sales]
|
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file_filter = locale/<lang>/LC_MESSAGES/sales.po
|
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source_file = locale/sources/sales.pot
|
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type = POT
|
||||
@@ -111,7 +91,7 @@ replace_edited_strings = false
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keep_translations = false
|
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source_lang = en
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[o:odoo:p:odoo-18-doc:r:services]
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[o:odoo:p:odoo-17-doc:r:services]
|
||||
file_filter = locale/<lang>/LC_MESSAGES/services.po
|
||||
source_file = locale/sources/services.pot
|
||||
type = POT
|
||||
@@ -121,7 +101,7 @@ replace_edited_strings = false
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keep_translations = false
|
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source_lang = en
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|
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[o:odoo:p:odoo-18-doc:r:user_settings]
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[o:odoo:p:odoo-17-doc:r:user_settings]
|
||||
file_filter = locale/<lang>/LC_MESSAGES/settings.po
|
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source_file = locale/sources/settings.pot
|
||||
type = POT
|
||||
@@ -131,17 +111,7 @@ replace_edited_strings = false
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keep_translations = false
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source_lang = en
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[o:odoo:p:odoo-18-doc:r:studio]
|
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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-18-doc:r:websites]
|
||||
[o:odoo:p:odoo-17-doc:r:websites]
|
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file_filter = locale/<lang>/LC_MESSAGES/websites.po
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source_file = locale/sources/websites.pot
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type = POT
|
||||
|
||||
1
Makefile
@@ -18,7 +18,6 @@ CONFIG_DIR = .
|
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SPHINXOPTS = -D project_root=$(ROOT) -D canonical_version=$(CANONICAL_VERSION) \
|
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-D versions=$(VERSIONS) -D languages=$(LANGUAGES) -D language=$(CURRENT_LANG) \
|
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-D is_remote_build=$(IS_REMOTE_BUILD) \
|
||||
-T \
|
||||
-A google_analytics_key=$(GOOGLE_ANALYTICS_KEY) \
|
||||
-A plausible_script=$(PLAUSIBLE_SCRIPT) \
|
||||
-A plausible_domain=$(PLAUSIBLE_DOMAIN) \
|
||||
|
||||
@@ -9,7 +9,6 @@
|
||||
- Python dependencies listed in the file `requirements.txt`.
|
||||
- Make
|
||||
- A local copy of the [odoo/odoo repository](https://github.com/odoo/odoo) (optional)
|
||||
- A local copy of the [odoo/upgrade-util repository](https://github.com/odoo/upgrade-util) (optional)
|
||||
|
||||
### Instructions
|
||||
|
||||
@@ -19,9 +18,8 @@
|
||||
3. See [this guide](https://www.odoo.com/documentation/latest/contributing/documentation.html)
|
||||
for more detailed instructions.
|
||||
|
||||
Optional: place your local copy of the `odoo/odoo` and `odoo/upgrade-util` repositories in
|
||||
the parent directory or in the root directory of the documentation to build the latter
|
||||
with the documented Python docstrings.
|
||||
Optional: place your local copy of the `odoo/odoo` repository in the parent directory or in the root
|
||||
directory of the documentation to build the latter with the documented Python docstrings.
|
||||
|
||||
## Contribute to the documentation
|
||||
|
||||
|
||||
59
conf.py
@@ -133,24 +133,6 @@ else:
|
||||
)
|
||||
odoo_dir_in_path = True
|
||||
|
||||
if odoo_dir_in_path:
|
||||
upgrade_util_dir = next(filter(Path.exists, [Path('upgrade-util'), Path('../upgrade-util')]), None)
|
||||
if not upgrade_util_dir:
|
||||
_logger.warning(
|
||||
"Could not find Upgrade Utils sources directory in `upgrade_util`.\n"
|
||||
"The developer documentation will be built but autodoc directives will be skipped.\n"
|
||||
"In order to fully build the 'Developer' documentation, clone the repository with "
|
||||
"`git clone https://github.com/odoo/upgrade-util` or create a symbolic link."
|
||||
)
|
||||
odoo_dir_in_path = False
|
||||
else:
|
||||
_logger.info(
|
||||
"Found Upgrade Util sources in %(directory)s",
|
||||
{'directory': upgrade_util_dir.resolve()},
|
||||
)
|
||||
from odoo import upgrade
|
||||
upgrade.__path__.append(str((upgrade_util_dir / 'src').resolve()))
|
||||
|
||||
# Mapping between odoo models related to master data and the declaration of the
|
||||
# data. This is used to point users to available xml_ids when giving values for
|
||||
# a field with the autodoc_field extension.
|
||||
@@ -231,12 +213,15 @@ 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",
|
||||
'18.0': "Odoo 18",
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||||
'saas-17.4': "Odoo Online",
|
||||
'saas-17.2': "Odoo Online",
|
||||
'17.0': "Odoo 17",
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||||
'saas-16.4': "Odoo Online",
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||||
'saas-16.3': "Odoo Online",
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||||
'saas-16.2': "Odoo Online",
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||||
'saas-16.1': "Odoo Online",
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||||
'16.0': "Odoo 16",
|
||||
'saas-15.2': "Odoo Online",
|
||||
'15.0': "Odoo 15",
|
||||
'14.0': "Odoo 14",
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||||
}
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||||
|
||||
# The language names that should be shown in the language switcher, if the config option `languages`
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||||
@@ -245,19 +230,11 @@ languages_names = {
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||||
'de': 'DE',
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||||
'en': 'EN',
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||||
'es': 'ES',
|
||||
'es_419': 'ES (LATAM)',
|
||||
'fr': 'FR',
|
||||
'id': 'ID',
|
||||
'it': 'IT',
|
||||
'ja': 'JA',
|
||||
'ko': 'KR',
|
||||
'nl': 'NL',
|
||||
'pt_BR': 'PT',
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||||
'ro': 'RO',
|
||||
'sv': 'SV',
|
||||
'th': 'TH',
|
||||
'uk': 'UA',
|
||||
'vi': 'VI',
|
||||
'zh_CN': 'ZH (CN)',
|
||||
'zh_TW': 'ZH (TW)'
|
||||
}
|
||||
@@ -268,9 +245,6 @@ redirects_dir = 'redirects/'
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||||
sphinx_tabs_disable_tab_closing = True
|
||||
sphinx_tabs_disable_css_loading = True
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||||
|
||||
# Autodoc ordering
|
||||
autodoc_member_order = 'bysource'
|
||||
|
||||
#=== Options for HTML output ===#
|
||||
|
||||
html_theme = 'odoo_theme'
|
||||
@@ -391,9 +365,6 @@ def setup(app):
|
||||
app.add_config_value('is_remote_build', None, 'env') # Whether the build is remotely deployed
|
||||
app.add_config_value('source_read_replace_vals', {}, 'env')
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||||
app.connect('source-read', source_read_replace)
|
||||
# TODO uncomment after moving to >= v7.2.5 to also substitute placeholders in included files.
|
||||
# See https://github.com/sphinx-doc/sphinx/commit/ff1831
|
||||
# app.connect('include-read', source_read_replace)
|
||||
|
||||
app.add_lexer('json', JsonLexer)
|
||||
app.add_lexer('xml', XmlLexer)
|
||||
@@ -473,7 +444,7 @@ 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, _current_lang.upper())
|
||||
context['language'] = languages_names.get(_current_lang)
|
||||
context['language_code'] = _current_lang
|
||||
|
||||
# If the list of languages is not set, assume that the project has no alternate language
|
||||
@@ -507,24 +478,8 @@ 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 ""}' \
|
||||
|
||||
@@ -3,63 +3,20 @@
|
||||
:hide-page-toc:
|
||||
:show-toc:
|
||||
|
||||
===================
|
||||
Database management
|
||||
===================
|
||||
====================
|
||||
Install and Maintain
|
||||
====================
|
||||
|
||||
These guides provide instructions on how to install, maintain and upgrade Odoo databases.
|
||||
|
||||
.. seealso::
|
||||
: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).
|
||||
:doc:`History of Versions <administration/maintain/supported_versions>`
|
||||
|
||||
|
||||
.. toctree::
|
||||
:titlesonly:
|
||||
|
||||
administration/hosting
|
||||
administration/odoo_online
|
||||
administration/odoo_sh
|
||||
administration/on_premise
|
||||
administration/install
|
||||
administration/maintain
|
||||
administration/upgrade
|
||||
administration/neutralized_database
|
||||
administration/supported_versions
|
||||
administration/mobile
|
||||
administration/odoo_accounts
|
||||
administration/odoo_sh
|
||||
|
||||
@@ -1,121 +0,0 @@
|
||||
=======
|
||||
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>` are not supported by Odoo.sh or
|
||||
on-premise. 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.
|
||||
49
content/administration/install.rst
Normal file
@@ -0,0 +1,49 @@
|
||||
: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
|
||||
@@ -57,7 +57,7 @@ Configure the Odoo instance with the new zone
|
||||
In the Odoo :guilabel:`Website` app, go to the :menuselection:`Settings` and then activate the
|
||||
:guilabel:`Content Delivery Network (CDN)` setting and copy/paste the :guilabel:`Zone URL` value
|
||||
from the earlier step into the :guilabel:`CDN Base URL` field. This field is only visible and
|
||||
configurable when the :ref:`developer mode <developer-mode>` is activated.
|
||||
configurable when :doc:`Developer Mode <../../applications/general/developer_mode>` is activated.
|
||||
|
||||
.. note::
|
||||
Ensure that there are two *forward slashes* (`//`) before the :guilabel:`CDN Base URL` and one
|
||||
|
Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
|
Before Width: | Height: | Size: 64 KiB After Width: | Height: | Size: 64 KiB |
|
Before Width: | Height: | Size: 7.8 KiB After Width: | Height: | Size: 7.8 KiB |
|
Before Width: | Height: | Size: 29 KiB After Width: | Height: | Size: 29 KiB |
|
Before Width: | Height: | Size: 28 KiB After Width: | Height: | Size: 28 KiB |
@@ -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 <../on_premise>`, and is
|
||||
internet-facing server. It follows :doc:`installation <../install>`, 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!
|
||||
|
||||
.. _dbfilter:
|
||||
.. _db_filter:
|
||||
|
||||
dbfilter
|
||||
========
|
||||
@@ -334,9 +334,6 @@ in ``/etc/nginx/sites-enabled/odoo.conf`` set:
|
||||
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
|
||||
@@ -349,8 +346,10 @@ in ``/etc/nginx/sites-enabled/odoo.conf`` set:
|
||||
proxy_redirect off;
|
||||
proxy_pass http://odoo;
|
||||
|
||||
# Enable HSTS
|
||||
add_header Strict-Transport-Security "max-age=31536000; includeSubDomains";
|
||||
proxy_cookie_flags session_id samesite=lax secure; # requires nginx 1.19.8
|
||||
# requires nginx 1.19.8
|
||||
proxy_cookie_flags session_id samesite=lax secure;
|
||||
}
|
||||
|
||||
# common gzip
|
||||
@@ -573,12 +572,12 @@ 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:`dbfilter`.
|
||||
See :ref:`db_filter`.
|
||||
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 ``dbfilter`` are configured and only match a single database
|
||||
- Once your ``db_name`` and ``db_filter`` 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>`
|
||||
@@ -722,7 +721,7 @@ management screens.
|
||||
the system administrator, including provisioning of new databases and automated backups.
|
||||
|
||||
Be sure to setup an appropriate ``db_name`` parameter
|
||||
(and optionally, ``dbfilter`` too) so that the system can determine the target database
|
||||
(and optionally, ``db_filter`` 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.
|
||||
|
||||
@@ -740,143 +739,7 @@ It should be stored securely, and should be generated randomly e.g.
|
||||
|
||||
$ python3 -c 'import base64, os; print(base64.b64encode(os.urandom(24)))'
|
||||
|
||||
which generates a 32-character pseudorandom printable string.
|
||||
|
||||
Reset the master password
|
||||
-------------------------
|
||||
|
||||
There may be instances where the master password is misplaced, or compromised, and needs to be
|
||||
reset. The following process is for system administrators of an Odoo on-premise database detailing
|
||||
how to manually reset and re-encrypt the master password.
|
||||
|
||||
.. seealso::
|
||||
For more information about changing an Odoo.com account password, see this documentation:
|
||||
:ref:`odoocom/change_password`.
|
||||
|
||||
When creating a new on-premise database, a random master password is generated. Odoo recommends
|
||||
using this password to secure the database. This password is implemented by default, so there is a
|
||||
secure master password for any Odoo on-premise deployment.
|
||||
|
||||
.. warning::
|
||||
When creating an Odoo on-premise database the installation is accessible to anyone on the
|
||||
internet, until this password is set to secure the database.
|
||||
|
||||
The master password is specified in the Odoo configuration file (`odoo.conf` or `odoorc` (hidden
|
||||
file)). The Odoo master password is needed to modify, create, or delete a database through the
|
||||
graphical user interface (GUI).
|
||||
|
||||
Locate configuration file
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
First, open the Odoo configuration file (`odoo.conf` or `odoorc` (hidden file)).
|
||||
|
||||
.. tabs::
|
||||
|
||||
.. tab:: Windows
|
||||
|
||||
The configuration file is located at: `c:\\ProgramFiles\\Odoo{VERSION}\\server\\odoo.conf`
|
||||
|
||||
.. tab:: Linux
|
||||
|
||||
Depending on how Odoo is installed on the Linux machine, the configuration file is located in
|
||||
one of two different places:
|
||||
|
||||
- Package installation: `/etc/odoo.conf`
|
||||
- Source installation: `~/.odoorc`
|
||||
|
||||
Change old password
|
||||
~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
Once the appropriate file has been opened, proceed to modify the old password in the configuration
|
||||
file to a temporary password.
|
||||
|
||||
.. tabs::
|
||||
|
||||
.. group-tab:: Graphical user interface
|
||||
|
||||
After locating the configuration file, open it using a (:abbr:`GUI (graphical user
|
||||
interface)`). This can be achieved by simply double clicking on the file. Then, the device
|
||||
should have a default :abbr:`GUI (graphical user interface)` to open the file with.
|
||||
|
||||
Next, modify the master password line `admin_passwd = $pbkdf2-sha…` to `admin_passwd =
|
||||
newpassword1234`, for example. This password can be anything, as long as it is saved
|
||||
temporarily. Make sure to modify all characters after the `=`.
|
||||
|
||||
.. example::
|
||||
The line appears like this:
|
||||
`admin_passwd =
|
||||
$pbkdf2-sh39dji295.59mptrfW.9z6HkA$w9j9AMVmKAP17OosCqDxDv2hjsvzlLpF8Rra8I7p/b573hji540mk/.3ek0lg%kvkol6k983mkf/40fjki79m`
|
||||
|
||||
The modified line appears like this: `admin_passwd = newpassword1234`
|
||||
|
||||
.. group-tab:: Command-line interface
|
||||
|
||||
Modify the master password line using the following Unix command detailed below.
|
||||
|
||||
Connect to the Odoo server's terminal via Secure Shell (SSH) protocol, and edit the
|
||||
configuration file. To modify the configuration file, enter the following command:
|
||||
:command:`sudo nano /etc/odoo.conf`
|
||||
|
||||
After opening the configuration file, modify the master password line `admin_passwd =
|
||||
$pbkdf2-sha…` to `admin_passwd = newpassword1234`. This password can be anything, as long as
|
||||
it is saved temporarily. Make sure to modify all characters after the `=`.
|
||||
|
||||
.. example::
|
||||
The line appears like this:
|
||||
`admin_passwd =
|
||||
$pbkdf2-sh39dji295.59mptrfW.9z6HkA$w9j9AMVmKAP17OosCqDxDv2hjsvzlLpF8Rra8I7p/b573hji540mk/.3ek0lg%kvkol6k983mkf/40fjki79m`
|
||||
|
||||
The modified line appears like this: `admin_passwd = newpassword1234`
|
||||
|
||||
.. important::
|
||||
It is essential that the password is changed to something else, rather than triggering a new
|
||||
password reset by adding a semicolon `;` at the beginning of the line. This ensures the database
|
||||
is secure throughout the entire password reset process.
|
||||
|
||||
Restart Odoo server
|
||||
~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
After setting the temporary password, a restart of the Odoo server is **required**.
|
||||
|
||||
.. tabs::
|
||||
|
||||
.. group-tab:: Graphical user interface
|
||||
|
||||
To restart the Odoo server, first, type `services` into the Windows :guilabel:`Search` bar.
|
||||
Then, select the :guilabel:`Services` application, and scroll down to the :guilabel:`Odoo`
|
||||
service.
|
||||
|
||||
Next, right click on :guilabel:`Odoo`, and select :guilabel:`Start` or :guilabel:`Restart`.
|
||||
This action manually restarts the Odoo server.
|
||||
|
||||
.. group-tab:: Command-line interface
|
||||
|
||||
Restart the Odoo server by typing the command: :command:`sudo service odoo15 restart`
|
||||
|
||||
.. note::
|
||||
Change the number after `odoo` to fit the specific version the server is running on.
|
||||
|
||||
Use web interface to re-encrypt password
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
First, navigate to `/web/database/manager` or `http://server_ip:port/web/database/manager` in a
|
||||
browser.
|
||||
|
||||
.. note::
|
||||
Replace `server_ip` with the IP address of the database. Replace `port` with the numbered port
|
||||
the database is accessible from.
|
||||
|
||||
Next, click :guilabel:`Set Master Password`, and type in the previously-selected temporary password
|
||||
into the :guilabel:`Master Password` field. Following this step, type in a :guilabel:`New Master
|
||||
Password`. The :guilabel:`New Master Password` is hashed (or encrypted), once the
|
||||
:guilabel:`Continue` button is clicked.
|
||||
|
||||
At this point, the password has been successfully reset, and a hashed version of the new password
|
||||
now appears in the configuration file.
|
||||
|
||||
.. seealso::
|
||||
For more information on Odoo database security, see this documentation:
|
||||
:ref:`db_manager_security`.
|
||||
which will generate a 32 characters pseudorandom printable string.
|
||||
|
||||
Supported Browsers
|
||||
==================
|
||||
@@ -33,6 +33,7 @@ In you alias config (:file:`/etc/aliases`):
|
||||
- `Postfix aliases <http://www.postfix.org/aliases.5.html>`_
|
||||
- `Postfix virtual <http://www.postfix.org/virtual.8.html>`_
|
||||
|
||||
|
||||
For Exim
|
||||
--------
|
||||
|
||||
@@ -46,5 +47,5 @@ For Exim
|
||||
- `Exim <https://www.exim.org/docs.html>`_
|
||||
|
||||
.. tip::
|
||||
If you do not have access/manage your email server, use :ref:`incoming mail servers
|
||||
<email-inbound-custom-domain-incoming-server>`.
|
||||
If you don't have access/manage your email server, use :ref:`inbound messages
|
||||
<email_communication/inbound_messages>`.
|
||||
21
content/administration/install/online.rst
Normal file
@@ -0,0 +1,21 @@
|
||||
======
|
||||
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.
|
||||
@@ -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 on-premise customer or partner to download the
|
||||
Enterprise packages.
|
||||
It is required to be logged in as a paying customer or partner to download the Enterprise
|
||||
packages.
|
||||
|
||||
.. _install/packages/linux:
|
||||
|
||||
@@ -1,6 +1,6 @@
|
||||
==============
|
||||
Source install
|
||||
==============
|
||||
======
|
||||
Source
|
||||
======
|
||||
|
||||
The source 'installation' is not about installing Odoo but running it directly from the source
|
||||
instead.
|
||||
@@ -45,7 +45,7 @@ Git
|
||||
|
||||
To clone a Git repository, choose between cloning with HTTPS or SSH. In most cases, the best option
|
||||
is HTTPS. However, choose SSH to contribute to Odoo source code or when following the :doc:`Getting
|
||||
Started developer tutorial </developer/tutorials/server_framework_101>`.
|
||||
Started developer tutorial </developer/tutorials/getting_started>`.
|
||||
|
||||
.. tabs::
|
||||
|
||||
@@ -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 3.10 or above, as previous
|
||||
If Python 3 is already installed, make sure that the version is 3.7 or above, as previous
|
||||
versions are not compatible with Odoo.
|
||||
|
||||
.. tabs::
|
||||
@@ -277,22 +277,18 @@ Dependencies
|
||||
|
||||
.. tab:: Debian/Ubuntu
|
||||
|
||||
For Debian-based systems, the packages are listed in the `debian/control
|
||||
<{GITHUB_PATH}/debian/control>`_ file of the Odoo sources.
|
||||
|
||||
On Debian/Ubuntu, the following commands should install the required packages:
|
||||
|
||||
.. code-block:: console
|
||||
|
||||
$ cd odoo #CommunityPath
|
||||
$ sudo ./setup/debinstall.sh
|
||||
|
||||
The `setup/debinstall.sh` script will parse the `debian/control
|
||||
<{GITHUB_PATH}/debian/control>`_ file and install the found packages.
|
||||
$ cd /CommunityPath
|
||||
$ sed -n -e '/^Depends:/,/^Pre/ s/ python3-\(.*\),/python3-\1/p' debian/control | sudo xargs apt-get install -y
|
||||
|
||||
.. tab:: Install with pip
|
||||
|
||||
.. warning::
|
||||
Using pip may lead to security issues and broken dependencies; only do this if you
|
||||
know what you are doing.
|
||||
|
||||
As some of the Python packages need a compilation step, they require system libraries to
|
||||
be installed.
|
||||
|
||||
@@ -483,7 +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>`.
|
||||
- From there, create and manage new :doc:`users <../../applications/general/users/manage_users>`.
|
||||
- The user account used to log into Odoo's web interface differs from the :option:`--db_user
|
||||
<odoo-bin -r>` CLI argument.
|
||||
|
||||
18
content/administration/maintain.rst
Normal file
@@ -0,0 +1,18 @@
|
||||
: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
|
||||
@@ -12,7 +12,7 @@ personal email address or an address created by a custom domain.
|
||||
<https://learn.microsoft.com/azure/active-directory/develop/quickstart-register-app>`_
|
||||
|
||||
.. seealso::
|
||||
- :doc:`/applications/general/users/azure`
|
||||
- :doc:`/applications/general/auth/azure`
|
||||
- :doc:`/applications/productivity/calendar/outlook`
|
||||
|
||||
Setup in Microsoft Azure Portal
|
||||
@@ -34,14 +34,14 @@ registration`. On the :guilabel:`Register an application` screen, rename the :gu
|
||||
and personal Microsoft accounts (e.g. Skype, Xbox)`.
|
||||
|
||||
Under the :guilabel:`Redirect URL` section, select :guilabel:`Web` as the platform, and then input
|
||||
`https://<web base url>/microsoft_outlook/confirm` in the :guilabel:`URL` field. The `web.base.url`
|
||||
is subject to change depending on the URL used to log in to the database.
|
||||
`https://<odoo base url>/microsoft_outlook/confirm` in the :guilabel:`URL` field. The Odoo base URL
|
||||
is the canonical domain at which your Odoo instance can be reached in the URL field.
|
||||
|
||||
.. note::
|
||||
The documentation about the :ref:`web.base.url <domain-name/web-base-url>` explains how to freeze
|
||||
a unique URL. It is also possible to add different redirect URLs on the Microsoft app.
|
||||
.. example::
|
||||
*mydatabase.odoo.com*, where *mydatabase* is the actual prefix of the database's subdomain,
|
||||
assuming it's hosted on Odoo.com
|
||||
|
||||
After the URL has been added to the field, :guilabel:`Register` the application, so it is created.
|
||||
After the URL has been added to the field, :guilabel:`Register` the application so it is created.
|
||||
|
||||
API permissions
|
||||
---------------
|
||||
@@ -52,7 +52,7 @@ able to read (IMAP) and send (SMTP) emails in the Microsoft 365 setup. First, cl
|
||||
Add a Permission` button and select :guilabel:`Microsoft Graph` under :guilabel:`Commonly Used
|
||||
Microsoft APIs`. After, select the :guilabel:`Delegated Permissions` option.
|
||||
|
||||
In the search bar, search for the following :guilabel:`Delegated permissions` and click
|
||||
In the search bar, search for the following :guilabel:`Deregulated permissions` and click
|
||||
:guilabel:`Add permissions` for each one:
|
||||
|
||||
- :guilabel:`SMTP.Send`
|
||||
@@ -165,7 +165,7 @@ Then, create a new email server and check the box for :guilabel:`Outlook`. Next,
|
||||
:guilabel:`Name` (it can be anything) and the Microsoft Outlook email :guilabel:`Username`.
|
||||
|
||||
If the :guilabel:`From Filter` field is empty, enter either a :ref:`domain or email address
|
||||
<email-outbound-unique-address>`.
|
||||
<email_communication/default>`.
|
||||
|
||||
Then, click on :guilabel:`Connect your Outlook account`.
|
||||
|
||||
@@ -203,8 +203,7 @@ This address must also match the `{mail.default.from}@{mail.catchall.domain}` ke
|
||||
system parameters.
|
||||
|
||||
.. seealso::
|
||||
Visit the :ref:`From Filtering documentation <email-outbound-different-servers-personalized-from-filtering>` for more
|
||||
information.
|
||||
For more information on the from filter visit: :ref:`email_communication/default`.
|
||||
|
||||
.. note::
|
||||
The :guilabel:`System Parameters` can be accessed by activating :ref:`developer-mode` in the
|
||||
@@ -245,8 +244,7 @@ so that only the user's email is sent from that server. In other words, only a u
|
||||
address that matches the set :guilabel:`FROM Filtering` is able to use this server.
|
||||
|
||||
.. seealso::
|
||||
Visit the :ref:`From Filtering documentation <email-outbound-different-servers-personalized-from-filtering>` for more
|
||||
information.
|
||||
For more information on the from filter visit: :ref:`email_communication/default`.
|
||||
|
||||
A :ref:`fallback server <azure_oauth/notifications>` must be setup to allow for the sending of
|
||||
:guilabel:`notifications`. The :guilabel:`FROM Filtering` for this server should have the value of
|
||||
@@ -263,7 +261,7 @@ the `{mail.default.from}@{mail.catchall.domain}`.
|
||||
|
||||
.. seealso::
|
||||
For more information on setting the mass-mailing email server visit
|
||||
:ref:`email-outbound-custom-domain-smtp-server`.
|
||||
:ref:`email_communication/mass_mails`.
|
||||
|
||||
.. example::
|
||||
Multiple user outgoing mail server configuration:
|
||||
@@ -290,3 +288,6 @@ new configuration. Check or Select the button next to :guilabel:`Outlook Oauth A
|
||||
enter the :guilabel:`Microsoft Outlook username`. Click on :guilabel:`Connect your Outlook
|
||||
account`. Odoo will state: :guilabel:`Outlook Token Valid` Now :guilabel:`Test and Confirm` the
|
||||
account. The account should be ready to receive email to the Odoo database.
|
||||
|
||||
.. seealso::
|
||||
:doc:`../../applications/general/email_communication/email_servers`
|
||||
|
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|
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|
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|
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|
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|
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|
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|
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366
content/administration/maintain/domain_names.rst
Normal file
@@ -0,0 +1,366 @@
|
||||
============
|
||||
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`
|
||||
BIN
content/administration/maintain/domain_names/manage.png
Normal file
|
After Width: | Height: | Size: 12 KiB |
BIN
content/administration/maintain/domain_names/odoo-sh-map.png
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|
After Width: | Height: | Size: 8.9 KiB |
BIN
content/administration/maintain/domain_names/online-map.png
Normal file
|
After Width: | Height: | Size: 22 KiB |
|
Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
BIN
content/administration/maintain/domain_names/register-search.png
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|
After Width: | Height: | Size: 32 KiB |
|
After Width: | Height: | Size: 7.2 KiB |
106
content/administration/maintain/enterprise.rst
Normal file
@@ -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:: 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
|
||||
|
Before Width: | Height: | Size: 6.9 KiB After Width: | Height: | Size: 6.9 KiB |
|
Before Width: | Height: | Size: 22 KiB After Width: | Height: | Size: 22 KiB |
|
Before Width: | Height: | Size: 25 KiB After Width: | Height: | Size: 25 KiB |
|
Before Width: | Height: | Size: 39 KiB After Width: | Height: | Size: 39 KiB |
@@ -12,7 +12,7 @@ email address or an address created by a custom domain.
|
||||
<https://support.google.com/cloud/answer/6158849>`_ on setting up OAuth.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`/applications/general/users/google`
|
||||
- :doc:`/applications/general/auth/google`
|
||||
- :doc:`/applications/productivity/calendar/google`
|
||||
|
||||
Setup in Google
|
||||
|
Before Width: | Height: | Size: 16 KiB After Width: | Height: | Size: 16 KiB |
|
Before Width: | Height: | Size: 25 KiB After Width: | Height: | Size: 25 KiB |
|
Before Width: | Height: | Size: 7.5 KiB After Width: | Height: | Size: 7.5 KiB |
|
Before Width: | Height: | Size: 10 KiB After Width: | Height: | Size: 10 KiB |
|
Before Width: | Height: | Size: 25 KiB After Width: | Height: | Size: 25 KiB |
|
Before Width: | Height: | Size: 9.8 KiB After Width: | Height: | Size: 9.8 KiB |
|
Before Width: | Height: | Size: 16 KiB After Width: | Height: | Size: 16 KiB |
|
Before Width: | Height: | Size: 6.1 KiB After Width: | Height: | Size: 6.1 KiB |
111
content/administration/maintain/hosting_changes.rst
Normal file
@@ -0,0 +1,111 @@
|
||||
=======================
|
||||
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.
|
||||
@@ -33,8 +33,8 @@ port number. The settings are needed to configure Mailjet in Odoo, which is cove
|
||||
<https://documentation.mailjet.com/hc/articles/360043229473>`_
|
||||
|
||||
.. important::
|
||||
Odoo :ref:`blocks port 25 <email-outbound-port-restriction>` on Odoo Online and Odoo.sh
|
||||
databases.
|
||||
Odoo blocks `port 25` on Odoo Online and Odoo.sh databases. :ref:`See reference here
|
||||
<email_servers/restriction>`.
|
||||
|
||||
.. image:: mailjet_api/smtp-config.png
|
||||
:align: center
|
||||
@@ -187,7 +187,8 @@ settings can be found on :menuselection:`Mailjet --> Account Settings --> SMTP
|
||||
Settings`.
|
||||
|
||||
Then, if the Mailjet server is used for mass emailing, set the :guilabel:`Priority` value higher
|
||||
than that of any transactional email server(s). Finally, save the settings and :guilabel:`Test the Connection`.
|
||||
than that of any transactional email server(s). Finally, save the settings and :guilabel:`Test the
|
||||
Connection`.
|
||||
|
||||
.. image:: mailjet_api/server-settings.png
|
||||
:align: center
|
||||
@@ -199,18 +200,19 @@ than that of any transactional email server(s). Finally, save the settings and :
|
||||
|
||||
#. The :guilabel:`From Filter` needs to be set on the server configuration. It is recommended
|
||||
to set it as a domain and not a full email address. It should match the domain in the two
|
||||
proceeding steps. For more information, check out the :ref:`FROM filtering documentation
|
||||
<email-outbound-different-servers-personalized-from-filtering>`.
|
||||
proceeding steps. More information can be referenced :ref:`here
|
||||
<email_communication/from_filter>`.
|
||||
#. The :guilabel:`mail.default.from` system parameter must have the value
|
||||
`notifications\@yourdomain.com`.
|
||||
#. The :guilabel:`mail.default.from_filter` system parameter must have the value
|
||||
`yourdomain.com`. Replace `yourdomain` with the custom domain for the Odoo database. If there
|
||||
isn't one, then use the :guilabel:`mail.catchall.domain` system parameter.
|
||||
|
||||
For more information, check out the :ref:`"Using a unique email address" documentation
|
||||
<email-outbound-unique-address>`.
|
||||
For more information see :ref:`Using a default email address <email_communication/default>`.
|
||||
|
||||
The :guilabel:`System Parameters` can be accessed by activating the :ref:`developer-mode`.
|
||||
The :guilabel:`System Parameters` can be accessed by activating
|
||||
:doc:`../../applications/general/developer_mode` in the :menuselection:`Settings --> Technical
|
||||
--> Parameters --> System Parameters` menu.
|
||||
|
||||
Once the setup is complete, the Odoo database is ready to use the Mailjet email server for mass
|
||||
mailing or transactional emails.
|
||||
mailing or transactional emails!
|
||||
|
Before Width: | Height: | Size: 17 KiB After Width: | Height: | Size: 17 KiB |
|
Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
|
Before Width: | Height: | Size: 24 KiB After Width: | Height: | Size: 24 KiB |
|
Before Width: | Height: | Size: 35 KiB After Width: | Height: | Size: 35 KiB |
|
Before Width: | Height: | Size: 38 KiB After Width: | Height: | Size: 38 KiB |
|
Before Width: | Height: | Size: 16 KiB After Width: | Height: | Size: 16 KiB |
|
Before Width: | Height: | Size: 24 KiB After Width: | Height: | Size: 24 KiB |
133
content/administration/maintain/odoo_online.rst
Normal file
@@ -0,0 +1,133 @@
|
||||
===============================
|
||||
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 :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 <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/odoo_account`
|
||||
|
Before Width: | Height: | Size: 2.8 KiB After Width: | Height: | Size: 2.8 KiB |
|
Before Width: | Height: | Size: 19 KiB After Width: | Height: | Size: 19 KiB |
|
Before Width: | Height: | Size: 6.0 KiB After Width: | Height: | Size: 6.0 KiB |
168
content/administration/maintain/on_premise.rst
Normal file
@@ -0,0 +1,168 @@
|
||||
==============================
|
||||
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
|
||||
BIN
content/administration/maintain/on_premise/add_more_users.png
Normal file
|
After Width: | Height: | Size: 9.5 KiB |
|
Before Width: | Height: | Size: 4.6 KiB After Width: | Height: | Size: 4.6 KiB |
BIN
content/administration/maintain/on_premise/db_manager.gif
Normal file
|
After Width: | Height: | Size: 89 KiB |
BIN
content/administration/maintain/on_premise/db_uuid.png
Normal file
|
After Width: | Height: | Size: 17 KiB |
|
Before Width: | Height: | Size: 6.9 KiB After Width: | Height: | Size: 6.9 KiB |
|
After Width: | Height: | Size: 11 KiB |
|
Before Width: | Height: | Size: 18 KiB After Width: | Height: | Size: 18 KiB |
BIN
content/administration/maintain/on_premise/unlink_single_db.png
Normal file
|
After Width: | Height: | Size: 14 KiB |
125
content/administration/maintain/supported_versions.rst
Normal file
@@ -0,0 +1,125 @@
|
||||
: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 17.0**
|
||||
- |green|
|
||||
- |green|
|
||||
- |green|
|
||||
- November 2023
|
||||
- November 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>
|
||||
@@ -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 <../on_premise>`,
|
||||
The main reference for updating is logically our :doc:`installation guide <../install>`,
|
||||
which explains the common installation methods.
|
||||
|
||||
Updating is also most appropriately accomplished by the person who deployed Odoo initially,
|
||||
@@ -1,67 +0,0 @@
|
||||
================
|
||||
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.
|
||||
@@ -1,36 +0,0 @@
|
||||
====================
|
||||
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 features:
|
||||
|
||||
- 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
|
||||
- website visibility (prevent search engines from indexing your site)
|
||||
|
||||
.. note::
|
||||
**A red banner at the top of the screen is displayed on the neutralized database so that it can
|
||||
be seen immediately.**
|
||||
@@ -1,80 +0,0 @@
|
||||
=================
|
||||
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.
|
||||
|
||||
.. _odoocom/change_password:
|
||||
|
||||
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`
|
||||
@@ -1,151 +0,0 @@
|
||||
===========
|
||||
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>`.
|
||||
|
||||
.. _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.
|
||||
- A maximum of five duplicates can be made per database. Under extraordinary circumstances,
|
||||
contact `support <https://www.odoo.com/help>`_ to raise the limit.
|
||||
|
||||
.. _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`
|
||||
@@ -29,32 +29,3 @@ We advise that:
|
||||
- Your scheduled actions should be
|
||||
`idempotent <https://stackoverflow.com/a/1077421/3332416>`_: they must not
|
||||
cause side-effects if they are started more often than expected.
|
||||
|
||||
.. _ip-address-change:
|
||||
|
||||
How can I automate tasks when an IP address change occurs?
|
||||
----------------------------------------------------------
|
||||
|
||||
**Odoo.sh notifies project administrators of IP address changes.**
|
||||
Additionally, when the IP address of a production instance changes, an HTTP `GET` request is made
|
||||
to the path `/_odoo.sh/ip-change` with the new IP address included as a query string parameter
|
||||
(`new`), along with the previous IP address as an additional parameter (`old`).
|
||||
|
||||
This mechanism allows custom actions to be applied in response to the IP address change
|
||||
(e.g., sending an email, contacting a firewall API, configuring database objects, etc.)
|
||||
|
||||
For security reasons, the `/_odoo.sh/ip-change` route is accessible only internally by the platform
|
||||
itself and returns a `403` response if accessed through any other means.
|
||||
|
||||
Here is a pseudo-implementation example:
|
||||
|
||||
.. code-block:: python
|
||||
|
||||
class IPChangeController(http.Controller):
|
||||
|
||||
@http.route('/_odoo.sh/ip-change', auth='public')
|
||||
def ip_change(self, old=None, new=None):
|
||||
_logger.info("IP address changed from %s to %s", old, new)
|
||||
# Then perform whatever action required for your use case, e.g., update an
|
||||
# ir.config_parameter, send an email, contact an external firewall service's API, ...
|
||||
return 'ok'
|
||||
|
||||
@@ -402,9 +402,9 @@ we are considering the feature if there is enough demand.
|
||||
|
||||
In case the domain of your users email addresses use SPF (Sender Policy Framework) or DKIM
|
||||
(DomainKeys Identified Mail), don't forget to authorize Odoo as a sending host in your domain name
|
||||
settings to increase the deliverability of your outgoing emails. The configuration steps are
|
||||
explained in the documentation about :ref:`SPF <email-domain-spf>` and :ref:`DKIM
|
||||
<email-domain-dkim>`.
|
||||
settings to increase the deliverability of your outgoing emails.
|
||||
The configuration steps are explained in the documentation about :ref:`SPF
|
||||
<email_communication/spf_compliant>` and :ref:`DKIM <email_communication/dkim_compliant>`.
|
||||
|
||||
.. Warning::
|
||||
Forgetting to configure your SPF or DKIM to authorize Odoo as a sending host can lead to the
|
||||
|
||||
@@ -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/supported_versions>` of Odoo.
|
||||
</administration/maintain/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
|
||||
<../../on_premise>` for instructions.
|
||||
<../../maintain/on_premise>` for instructions.
|
||||
|
||||
@@ -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 <../../on_premise/source>`:
|
||||
Or, from your computer, if you have an :doc:`installation of Odoo <../../install/source>`:
|
||||
|
||||
.. code-block:: bash
|
||||
|
||||
@@ -146,7 +146,7 @@ Manually
|
||||
--------
|
||||
|
||||
If you want to create your module structure manually,
|
||||
you can follow the :doc:`/developer/tutorials/server_framework_101` tutorial to understand
|
||||
you can follow the :doc:`/developer/tutorials/getting_started` tutorial to understand
|
||||
the structure of a module and the content of each file.
|
||||
|
||||
Push the development branch
|
||||
|
||||
@@ -33,17 +33,17 @@ Manage the Github users who can access your project.
|
||||
.. image:: settings/interface-settings-collaborators.png
|
||||
:align: center
|
||||
|
||||
There are three levels of users:
|
||||
There are two levels of users:
|
||||
|
||||
- :guilabel:`Admin`: has access to all features of an Odoo.sh project.
|
||||
* Admin: has access to all features of Odoo.sh.
|
||||
* User: does not have access to the project settings nor to the production and staging databases.
|
||||
|
||||
- :guilabel:`Tester`: has access to the *Staging* and *Development* databases and their tooling.
|
||||
This role is for users conducting User Acceptance Tests. Testers can work with copies of
|
||||
production data but cannot access the production database through the Odoo.sh tooling.
|
||||
The user group is meant for developers who can make modifications in your code but are not allowed
|
||||
to access the production data. Users of this group cannot connect to the production and staging
|
||||
databases using the *1-click connect* feature, but they can of course use their regular account on
|
||||
these databases if they have one, using their regular credentials.
|
||||
|
||||
- :guilabel:`Developer`: has access only to the *Development* databases and their tooling. This
|
||||
role is for developers who propose code modifications but are not allowed to access production
|
||||
and staging databases through the Odoo.sh tooling.
|
||||
In addition, they cannot use the webshell nor have access to the server logs.
|
||||
|
||||
.. list-table::
|
||||
:header-rows: 1
|
||||
@@ -51,145 +51,83 @@ There are three levels of users:
|
||||
|
||||
* -
|
||||
-
|
||||
- Developer
|
||||
- Tester
|
||||
- User
|
||||
- Admin
|
||||
* - Development
|
||||
- History
|
||||
- |green|
|
||||
- |green|
|
||||
- |green|
|
||||
* -
|
||||
- 1-click connect
|
||||
- |green|
|
||||
- |green|
|
||||
- |green|
|
||||
* -
|
||||
- Logs
|
||||
- |green|
|
||||
- |green|
|
||||
- |green|
|
||||
* -
|
||||
- Shell/SSH
|
||||
- |green|
|
||||
- |green|
|
||||
- |green|
|
||||
* -
|
||||
- Mails
|
||||
- |green|
|
||||
- |green|
|
||||
* -
|
||||
- Upgrade
|
||||
- |green|
|
||||
- |green|
|
||||
* -
|
||||
- Settings
|
||||
- |green|
|
||||
- |green|
|
||||
- |green|
|
||||
* - Staging
|
||||
* - Production & Staging
|
||||
- History
|
||||
- |green|
|
||||
- |green|
|
||||
- |green|
|
||||
* -
|
||||
- 1-click connect
|
||||
-
|
||||
- |green|
|
||||
- |green|
|
||||
* -
|
||||
- Logs
|
||||
-
|
||||
- |green|
|
||||
- |green|
|
||||
* -
|
||||
- Shell/SSH
|
||||
-
|
||||
- |green|
|
||||
- |green|
|
||||
* -
|
||||
- Mails
|
||||
-
|
||||
- |green|
|
||||
- |green|
|
||||
* -
|
||||
- Monitoring
|
||||
-
|
||||
- |green|
|
||||
- |green|
|
||||
* -
|
||||
- Backups
|
||||
-
|
||||
-
|
||||
- |green|
|
||||
* -
|
||||
- Upgrade
|
||||
-
|
||||
- |green|
|
||||
- |green|
|
||||
* -
|
||||
- Settings
|
||||
-
|
||||
- |green|
|
||||
- |green|
|
||||
* - Production
|
||||
- History
|
||||
- |green|
|
||||
- |green|
|
||||
- |green|
|
||||
* -
|
||||
- 1-click connect
|
||||
-
|
||||
-
|
||||
- |green|
|
||||
* -
|
||||
- Logs
|
||||
-
|
||||
-
|
||||
- |green|
|
||||
* -
|
||||
- Shell/SSH
|
||||
-
|
||||
-
|
||||
- |green|
|
||||
* -
|
||||
- Mails
|
||||
-
|
||||
-
|
||||
- |green|
|
||||
* -
|
||||
- Monitoring
|
||||
-
|
||||
-
|
||||
- |green|
|
||||
* -
|
||||
- Backups
|
||||
-
|
||||
-
|
||||
- |green|
|
||||
* -
|
||||
- Upgrade
|
||||
-
|
||||
-
|
||||
- |green|
|
||||
* -
|
||||
- Settings
|
||||
-
|
||||
-
|
||||
- |green|\*
|
||||
- |green|
|
||||
* - Status
|
||||
-
|
||||
- |green|
|
||||
- |green|
|
||||
- |green|
|
||||
* - Settings
|
||||
-
|
||||
-
|
||||
-
|
||||
- |green|
|
||||
|
||||
.. warning::
|
||||
Those roles only apply to the usage of Odoo.sh. It is important to reflect the user roles
|
||||
attribution within the repository on GitHub. Please refer to the GitHub documentation section on
|
||||
`Managing a branch protection rule <https://docs.github.com/en/repositories/configuring-branches-and-merges-in-your-repository/managing-protected-branches/managing-a-branch-protection-rule>`_
|
||||
for detailed guidance.
|
||||
.. note::
|
||||
\* Only in staging branches
|
||||
|
||||
.. |green| raw:: html
|
||||
|
||||
@@ -211,32 +149,15 @@ Allow public access to your development builds.
|
||||
.. image:: settings/interface-settings-public.png
|
||||
:align: center
|
||||
|
||||
If activated, this option exposes the Builds page publicly, allowing visitors to view logs of development builds.
|
||||
If activated, this option exposes the Builds page publicly, allowing visitors to connect to your
|
||||
development builds.
|
||||
|
||||
In addition, visitors have access to the logs, shell and mails of your development builds.
|
||||
|
||||
Production and staging builds are excluded, visitors can only see their status.
|
||||
|
||||
.. _odoosh-gettingstarted-settings-modules-installation:
|
||||
|
||||
GitHub commit statuses
|
||||
======================
|
||||
|
||||
This option enables Odoo.sh to push commit statuses to your GitHub repository when a build is
|
||||
created or updated. It requires a GitHub token with permissions to push commit statuses to the
|
||||
repository. Refer to `GitHub's documentation on personal access tokens <https://docs.github.com/en/authentication/keeping-your-account-and-data-secure/managing-your-personal-access-tokens>`_
|
||||
for instructions to create yours.
|
||||
|
||||
.. note::
|
||||
GitHub's **fine-grained personal tokens** have an expiration date and will be disabled if they
|
||||
fail to update the commit status. You can replace the token at any time on Odoo.sh.
|
||||
|
||||
The commit statuses pushed to GitHub can have the following contexts:
|
||||
|
||||
- :guilabel:`ci/odoo.sh (dev)`: status of a development build
|
||||
- :guilabel:`ci/odoo.sh (staging)`: status of a staging build
|
||||
- :guilabel:`ci/odoo.sh (production)`: status of a production build
|
||||
- :guilabel:`ci/odoo.sh (test_ci)`: testing the token from the Settings page will push a test
|
||||
status on the last commit of your repository
|
||||
|
||||
Custom domains
|
||||
==============
|
||||
|
||||
|
||||
@@ -1,123 +0,0 @@
|
||||
: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:
|
||||
|
||||
- Odoo 18.0 and above: `services.odoo.com` on port `443` (or `80`)
|
||||
- Odoo 17.0 and below: `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
|
||||
|
Before Width: | Height: | Size: 6.3 KiB |
@@ -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:: 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
|
||||
@@ -1,63 +0,0 @@
|
||||
======
|
||||
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.
|
||||
@@ -1,101 +0,0 @@
|
||||
: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 18.0**
|
||||
- |green|
|
||||
- |green|
|
||||
- |green|
|
||||
- October 2024
|
||||
- October 2027 (planned)
|
||||
* - Odoo SaaS 17.4
|
||||
- |green|
|
||||
- N/A
|
||||
- N/A
|
||||
- July 2024
|
||||
-
|
||||
* - Odoo SaaS 17.2
|
||||
- |green|
|
||||
- N/A
|
||||
- N/A
|
||||
- April 2024
|
||||
-
|
||||
* - **Odoo 17.0**
|
||||
- |green|
|
||||
- |green|
|
||||
- |green|
|
||||
- November 2023
|
||||
- October 2026 (planned)
|
||||
* - **Odoo 16.0**
|
||||
- |green|
|
||||
- |green|
|
||||
- |green|
|
||||
- October 2022
|
||||
- October 2025 (planned)
|
||||
* - **Odoo 15.0**
|
||||
- |red|
|
||||
- |red|
|
||||
- |red|
|
||||
- October 2021
|
||||
- October 2024
|
||||
* - **Odoo 14.0**
|
||||
- |red|
|
||||
- |red|
|
||||
- |red|
|
||||
- October 2020
|
||||
- November 2023
|
||||
* - Older versions
|
||||
- |red|
|
||||
- |red|
|
||||
- |red|
|
||||
- Before 2020
|
||||
- Before 2023
|
||||
|
||||
.. 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>
|
||||
@@ -2,102 +2,83 @@
|
||||
Upgrade
|
||||
=======
|
||||
|
||||
An upgrade involves moving a database from an older version to a newer supported version (e.g., from
|
||||
Odoo 15.0 to Odoo 17.0). Regular upgrades are crucial as each version offers new features, bug
|
||||
fixes, and security patches. Using a :doc:`supported version <supported_versions>` is strongly
|
||||
recommended. Each major version is supported for three years.
|
||||
.. _administration/upgrade:
|
||||
|
||||
Depending on the hosting type and Odoo version used, a database upgrade can be **mandatory**.
|
||||
An upgrade is the process of moving your database from an older version to a newer :doc:`supported
|
||||
version <maintain/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.
|
||||
|
||||
.. tabs::
|
||||
|
||||
.. group-tab:: Odoo Online
|
||||
|
||||
- If a database is on a **major version** (e.g., 15.0, 16.0, 17.0), an upgrade is mandatory
|
||||
every two years.
|
||||
- If a database is on a **minor version** (e.g., 17.1, 17.2, 17.4), an upgrade is mandatory
|
||||
a few weeks after the next version is released. Minor versions are usually released every
|
||||
three months.
|
||||
|
||||
.. group-tab:: Odoo.sh
|
||||
|
||||
After the initial three years of support, you will have another two years to complete the
|
||||
upgrade. You will be notified when an upgrade is required.
|
||||
|
||||
.. image:: upgrade/odoo-sh-message.png
|
||||
:alt: The "unsupported version" popup on Odoo.sh.
|
||||
|
||||
.. group-tab:: On-premise
|
||||
|
||||
You can stay on the same version indefinitely, even if it is not recommended. Note that the
|
||||
smaller the version gap, the easier the upgrade should be.
|
||||
.. _upgrade_faq/rolling_release:
|
||||
|
||||
.. spoiler:: Automatic upgrades: Odoo Online's Rolling Release process
|
||||
|
||||
You will receive a notification in your database a few weeks before a mandatory upgrade will be
|
||||
automatically carried out. You are in control of the process as long as the deadline is not
|
||||
reached.
|
||||
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
|
||||
|
||||
Concretely, Odoo’s Upgrade Team performs a silent test upgrade of every database that should be
|
||||
upgraded. If the test is successful and lasts less than 20 minutes, you can directly trigger the
|
||||
upgrade from the database. If the test fails, you can test an upgrade using the `database manager
|
||||
<https://www.odoo.com/my/databases>`_.
|
||||
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.
|
||||
|
||||
When you are invited to upgrade, it is strongly recommended to :ref:`request an upgraded test
|
||||
database <upgrade-request-test>` first and spend time :ref:`testing <upgrade-testing>` it.
|
||||
It is **not** recommended to click :guilabel:`Upgrade Now` without testing first, as it
|
||||
immediately triggers the live production database upgrade.
|
||||
|
||||
An automatic upgrade to the next version will be triggered if no action is taken before the
|
||||
specified due date.
|
||||
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:
|
||||
|
||||
- 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)
|
||||
- :doc:`Switching editions <maintain/enterprise>` (e.g., from Community to Enterprise)
|
||||
- :doc:`Changing hosting type </administration/maintain/hosting_changes>` (e.g., from on-premise
|
||||
to Odoo Online)
|
||||
- Migrating from another ERP to Odoo
|
||||
|
||||
.. 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>` while also :doc:`upgrading the source code of your custom
|
||||
<upgrade/request-test-database>` while also :doc:`upgrading the source code of your custom
|
||||
modules </developer/howtos/upgrade_custom_db>`.
|
||||
|
||||
.. _upgrade-nutshell:
|
||||
|
||||
Upgrading in a nutshell
|
||||
=======================
|
||||
-----------------------
|
||||
|
||||
#. Request an upgraded test database (see :ref:`obtaining an upgraded test database
|
||||
<upgrade-request-test>`).
|
||||
<upgrade/request-test-database>`).
|
||||
|
||||
#. 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`).
|
||||
|
||||
#. Thoroughly test the upgraded database (see :ref:`testing the new version of the database
|
||||
<upgrade-testing>`).
|
||||
#. Report any issue encountered during the testing to Odoo by going to the `Support page and
|
||||
selecting "An issue related to my future upgrade (I am testing an upgrade)"
|
||||
<https://www.odoo.com/help?stage=migration>`_.
|
||||
<upgrade/test_your_db>`).
|
||||
|
||||
#. Report any issue encountered during the testing to Odoo via the `support page
|
||||
<https://odoo.com/help?stage=migration>`__.
|
||||
|
||||
#. 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.
|
||||
#. 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-production>`).
|
||||
#. Report any issue encountered during the upgrade to Odoo by going to the `Support page and
|
||||
selecting "An issue related to my upgrade (production)"
|
||||
<https://www.odoo.com/help?stage=post_upgrade>`_.
|
||||
|
||||
.. _upgrade-request-test:
|
||||
#. 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>`).
|
||||
|
||||
#. Report any issue encountered during the upgrade to Odoo via the `support page
|
||||
<https://odoo.com/help?stage=post_upgrade>`__.
|
||||
|
||||
.. _upgrade/request-test-database:
|
||||
|
||||
Obtaining an upgraded test database
|
||||
===================================
|
||||
-----------------------------------
|
||||
|
||||
The `Upgrade page <https://upgrade.odoo.com>`_ is the main platform for requesting an upgraded
|
||||
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://www.odoo.com/my/databases>`_, or your
|
||||
`Odoo.sh project <https://www.odoo.sh/project>`_.
|
||||
(on-premise), the `Odoo Online database manager <https://odoo.com/my/databases>`_, or your `Odoo.sh
|
||||
project <https://odoo.sh/project>`_.
|
||||
|
||||
.. note::
|
||||
The Upgrade platform follows the same `Privacy Policy <https://www.odoo.com/privacy>`_ as the
|
||||
@@ -109,7 +90,7 @@ database. However, depending on the hosting type, you can upgrade from the comma
|
||||
.. group-tab:: Odoo Online
|
||||
|
||||
Odoo Online databases can be manually upgraded via the `database manager
|
||||
<https://www.odoo.com/my/databases>`_.
|
||||
<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,
|
||||
@@ -143,7 +124,8 @@ database. However, depending on the hosting type, you can upgrade from the comma
|
||||
.. 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.
|
||||
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
|
||||
@@ -169,21 +151,6 @@ database. However, depending on the hosting type, you can upgrade from the comma
|
||||
|
||||
$ python <(curl -s https://upgrade.odoo.com/upgrade) test -d <your db name> -t <target version>
|
||||
|
||||
.. note::
|
||||
This command has some requirements on the environment it runs in:
|
||||
|
||||
- Some external commands that must be provided by the operating system, normally found in
|
||||
any Linux distribution (including WSL). An error will be displayed if one or several of
|
||||
them are missing.
|
||||
- The system user that executes the command needs to be configured with access to the
|
||||
database. Please refer to the PostgreSQL documentation of the `client environment
|
||||
<https://www.postgresql.org/docs/current/libpq-envars.html>`_ or the `client password
|
||||
file <https://www.postgresql.org/docs/current/libpq-pgpass.html>`_ for this requirement.
|
||||
- The script needs to be able to reach one or multiple servers of the upgrade platform
|
||||
both on TCP port 443 and to any random TCP port in the range between 32768 and 60999.
|
||||
This can be in conflict with your restrictive firewall and may need an exception added
|
||||
to the firewall configuration.
|
||||
|
||||
The following command can be used to display the general help and the main commands:
|
||||
|
||||
.. code-block:: console
|
||||
@@ -191,7 +158,7 @@ database. However, depending on the hosting type, you can upgrade from the comma
|
||||
$ 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>`_.
|
||||
<https://upgrade.odoo.com/>`_.
|
||||
|
||||
.. important::
|
||||
In databases where custom modules are installed, their source code must be up-to-date with
|
||||
@@ -217,20 +184,22 @@ database. However, depending on the hosting type, you can upgrade from the comma
|
||||
.. 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-testing:
|
||||
.. _upgrade/test_your_db:
|
||||
|
||||
Testing the new version of the database
|
||||
=======================================
|
||||
---------------------------------------
|
||||
|
||||
It is essential to test 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.
|
||||
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
|
||||
@@ -285,10 +254,9 @@ working correctly and to get more familiar with the new version.
|
||||
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 by going to the `Support page and selecting "An issue related to my future upgrade (I am
|
||||
testing an upgrade)" <https://www.odoo.com/help?stage=migration>`_. In any case, it is essential to
|
||||
report any problem encountered during the testing to fix it before upgrading your production
|
||||
database.
|
||||
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
|
||||
@@ -306,38 +274,40 @@ module to make it compatible with the new version of Odoo.
|
||||
- Server actions in the action menu on form views, as well as by selecting multiple records on
|
||||
list views
|
||||
|
||||
.. _upgrade-production:
|
||||
.. _upgrade/upgrade-prod:
|
||||
|
||||
Upgrading the production database
|
||||
=================================
|
||||
---------------------------------
|
||||
|
||||
Once the :ref:`tests <upgrade-testing>` 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.
|
||||
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.**
|
||||
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:
|
||||
- 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)
|
||||
- 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, but with a
|
||||
few exceptions.
|
||||
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>`, except for the purpose option, which must be set to
|
||||
<upgrade/request-test-database>`, except for the purpose option, which must be set to
|
||||
:guilabel:`Production` instead of :guilabel:`Test`.
|
||||
|
||||
.. warning::
|
||||
@@ -347,8 +317,8 @@ few exceptions.
|
||||
|
||||
.. group-tab:: Odoo.sh
|
||||
|
||||
The process is similar to :ref:`obtaining an upgraded test database <upgrade-request-test>` on
|
||||
the :guilabel:`Production` branch.
|
||||
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
|
||||
@@ -378,8 +348,7 @@ few exceptions.
|
||||
$ 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>`_.
|
||||
|
||||
<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.
|
||||
@@ -389,14 +358,15 @@ few exceptions.
|
||||
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 by going
|
||||
to the `Support page and selecting "An issue related to my future upgrade (I am testing an upgrade)"
|
||||
<https://www.odoo.com/help?stage=migration>`_.
|
||||
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.
|
||||
|
||||
.. _upgrade-sla:
|
||||
|
||||
.. _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.
|
||||
@@ -405,10 +375,8 @@ Information about the upgrade services included in the Enterprise Licence is ava
|
||||
:ref:`Odoo Enterprise Subscription Agreement <upgrade>`. However, this section clarifies what
|
||||
upgrade services you can expect.
|
||||
|
||||
.. _upgrade-sla-covered:
|
||||
|
||||
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:
|
||||
@@ -422,18 +390,18 @@ benefit from upgrade services at all times for:
|
||||
Upgrade services are limited to the technical conversion and adaptation of a database (standard
|
||||
modules and data) to make it compatible with the version targeted by the upgrade.
|
||||
|
||||
.. _upgrade-sla-not-covered:
|
||||
|
||||
Upgrade services not covered by the SLA
|
||||
---------------------------------------
|
||||
=======================================
|
||||
|
||||
The following upgrade-related services are **not** included:
|
||||
|
||||
- the **cleaning** of pre-existing data and configurations while upgrading;
|
||||
- the upgrade of **additional modules not covered by a maintenance contract** that are created
|
||||
in-house or by third parties, including Odoo partners; and
|
||||
- the upgrade of **custom modules created in-house or by third parties**, including Odoo partners;
|
||||
- lines of **code added to standard modules**, i.e., customizations created outside the Studio app,
|
||||
code entered manually, and :ref:`automated actions using Python code
|
||||
<studio/automated-actions/action>`; and
|
||||
- **training** on using the upgraded version's features and workflows.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`Odoo.sh documentation <odoo_sh>`
|
||||
- :doc:`Supported Odoo versions <supported_versions>`
|
||||
- :doc:`Supported Odoo versions <maintain/supported_versions>`
|
||||
|
||||
|
Before Width: | Height: | Size: 14 KiB |
|
Before Width: | Height: | Size: 14 KiB After Width: | Height: | Size: 20 KiB |
@@ -14,7 +14,6 @@ Discover our user guides and configuration tutorials per application.
|
||||
.. toctree::
|
||||
:maxdepth: 2
|
||||
|
||||
applications/essentials
|
||||
applications/finance
|
||||
applications/sales
|
||||
applications/websites
|
||||
@@ -23,5 +22,4 @@ Discover our user guides and configuration tutorials per application.
|
||||
applications/marketing
|
||||
applications/services
|
||||
applications/productivity
|
||||
applications/studio
|
||||
applications/general
|
||||
|
||||
@@ -1,13 +0,0 @@
|
||||
===============
|
||||
Odoo essentials
|
||||
===============
|
||||
|
||||
.. toctree::
|
||||
|
||||
essentials/activities
|
||||
essentials/reporting
|
||||
essentials/search
|
||||
essentials/contacts
|
||||
essentials/export_import_data
|
||||
essentials/in_app_purchase
|
||||
essentials/keyboard_shortcuts
|
||||
@@ -1,345 +0,0 @@
|
||||
==========
|
||||
Activities
|
||||
==========
|
||||
|
||||
.. |clock| replace:: :icon:`fa-clock-o` :guilabel:`(clock)` icon
|
||||
|
||||
*Activities* are follow-up tasks tied to a record in an Odoo database.
|
||||
|
||||
.. _activities/important:
|
||||
|
||||
The icon used to display activities varies, depending on the :ref:`activity type
|
||||
<activities/types>`:
|
||||
|
||||
- :icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon.
|
||||
- :icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled.
|
||||
- :icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled.
|
||||
- :icon:`fa-check` :guilabel:`(check)` icon: a "to-do" is scheduled.
|
||||
- :icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled.
|
||||
- :icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be uploaded.
|
||||
- :icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature request is scheduled.
|
||||
|
||||
Schedule activities
|
||||
===================
|
||||
|
||||
Activities can be scheduled on any page of the database that contains a :ref:`chatter
|
||||
<activities/chatter>` thread, :ref:`Kanban view <activities/kanban>`, :ref:`list view
|
||||
<activities/list>`, or :ref:`activities view <activities/activity>` of an application.
|
||||
|
||||
.. _activities/chatter:
|
||||
|
||||
Chatter
|
||||
-------
|
||||
|
||||
Activities can be created from the chatter on any record.
|
||||
|
||||
To schedule a new activity, click the :guilabel:`Activities` button, located at the top of the
|
||||
chatter. In the :guilabel:`Schedule Activity` pop-up window that appears, :ref:`fill out the
|
||||
Schedule Activity form <activities/form>`.
|
||||
|
||||
.. image:: activities/chatter.png
|
||||
:align: center
|
||||
:alt: New activity type form.
|
||||
|
||||
.. _activities/kanban:
|
||||
|
||||
Kanban view
|
||||
-----------
|
||||
|
||||
Activities can also be created from the :icon:`oi-view-kanban` :guilabel:`(Kanban)` view.
|
||||
|
||||
To do so, click on the |clock| located at the bottom of an individual record.
|
||||
|
||||
Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the Schedule Activity form
|
||||
<activities/form>`.
|
||||
|
||||
.. image:: activities/schedule-kanban-activity.png
|
||||
:align: center
|
||||
:alt: Kanban view of the CRM pipeline and the option to schedule an activity.
|
||||
|
||||
.. note::
|
||||
If a record already has a scheduled activity, the |clock| is replaced by the icon that represents
|
||||
the existing scheduled activity. Click on the activity type's icon to schedule another activity.
|
||||
|
||||
.. _activities/list:
|
||||
|
||||
List view
|
||||
---------
|
||||
|
||||
Activities can also be created from a :icon:`oi-view-list` :guilabel:`(list)` view.
|
||||
|
||||
If the :guilabel:`Activities` column is hidden, reveal it using the :icon:`oi-settings-adjust`
|
||||
:guilabel:`(settings adjust)` icon in the far-right of the top row.
|
||||
|
||||
Then, click on the |clock| for the record the activity is being added to, and click :guilabel:`+
|
||||
Schedule an activity`. Proceed to :ref:`fill out the Schedule Activity form <activities/form>` that
|
||||
appears.
|
||||
|
||||
.. note::
|
||||
If a record already has a scheduled activity, the |clock| is replaced by the icon that represents
|
||||
the existing scheduled activity. Click on the activity type's icon to schedule another activity.
|
||||
|
||||
.. image:: activities/schedule-list-activity.png
|
||||
:align: center
|
||||
:alt: List view of the CRM pipeline and the option to schedule an activity.
|
||||
|
||||
.. _activities/activity:
|
||||
|
||||
Activity view
|
||||
-------------
|
||||
|
||||
Most applications in Odoo have an *Activity* view available. If available, a |clock| is visible in
|
||||
the top-right corner of the main menu bar, amongst the other view option icons.
|
||||
|
||||
To open the activity view, click the |clock|.
|
||||
|
||||
.. image:: activities/activities.png
|
||||
:align: center
|
||||
:alt: Top-right menu with the Activities icon called out.
|
||||
|
||||
In this view, all the available activities are listed in the columns, while the horizontal entries
|
||||
represent all the individual records.
|
||||
|
||||
Activities that appear green have a due date in the future, activities that appear orange are due
|
||||
today, while activities appearing red are overdue.
|
||||
|
||||
Color bars in each column represent records for specific activity types, and display a number
|
||||
indicating how many activities are scheduled for that type.
|
||||
|
||||
If multiple activity types are scheduled for a record, a number appears in the box, indicating the
|
||||
total number of scheduled activities.
|
||||
|
||||
.. note::
|
||||
Activity colors, and their relation to an activity's due date, are consistent throughout Odoo,
|
||||
regardless of the activity type, or the view.
|
||||
|
||||
To schedule an activity for a record, hover over the corresponding field. Click the :icon:`fa-plus`
|
||||
:guilabel:`(plus)` icon that appears, and then :ref:`fill out the Schedule Activity form
|
||||
<activities/form>`.
|
||||
|
||||
.. image:: activities/activity-view.png
|
||||
:align: center
|
||||
:alt: Activity view of the CRM pipeline and the option to schedule an activity.
|
||||
|
||||
.. _activities/form:
|
||||
|
||||
Schedule Activity form
|
||||
----------------------
|
||||
|
||||
Activities can be scheduled from many different places, such as from the :ref:`chatter
|
||||
<activities/chatter>` of a record, or from one of multiple views in an application, when available:
|
||||
the :ref:`Kanban view <activities/kanban>`, :ref:`list view <activities/list>`, or :ref:`activity
|
||||
view <activities/activity>`.
|
||||
|
||||
Enter the following information on the form:
|
||||
|
||||
- :guilabel:`Activity Type`: select the type of activity from the drop-down menu. The default
|
||||
options are: :guilabel:`Email`, :guilabel:`Call`, :guilabel:`Meeting`, or :guilabel:`To-Do`.
|
||||
Depending on what other applications are installed, additional options may be available.
|
||||
- :guilabel:`Summary`: enter a short title for the activity, such as `Discuss Proposal`.
|
||||
- :guilabel:`Due Date`: using the calendar popover, select the activity's deadline.
|
||||
- :guilabel:`Assigned to`: by default, the current user populates this field. To assign a different
|
||||
user to the activity, select them from the drop-down menu.
|
||||
- :guilabel:`Notes`: add any additional information for the activity in this field.
|
||||
|
||||
When the :guilabel:`Schedule Activity` pop-up window is completed, click one of the following
|
||||
buttons:
|
||||
|
||||
- :guilabel:`Open Calendar`: opens the user's calendar to add and schedule the activity.
|
||||
|
||||
Click on the desired date and time for the activity, and a :guilabel:`New Event` pop-up window
|
||||
appears. The summary from the *Schedule Activity* pop-up window populates the :guilabel:`Title`
|
||||
field.
|
||||
|
||||
Enter the information in the :guilabel:`New Event` pop-up window, then click :guilabel:`Save &
|
||||
Close` to schedule it. Once scheduled, the activity is added to the chatter under the
|
||||
:guilabel:`Planned Activities` section.
|
||||
|
||||
.. important::
|
||||
The :guilabel:`Open Calendar` button **only** appears if the :guilabel:`Activity Type` is set
|
||||
to either :guilabel:`Call` or :guilabel:`Meeting`.
|
||||
|
||||
- :guilabel:`Schedule`: schedules the activity, and adds the activity to the chatter under
|
||||
:guilabel:`Planned Activities`.
|
||||
- :guilabel:`Schedule & Mark as Done`: adds the details of the activity to the chatter under
|
||||
:guilabel:`Today`. The activity is not scheduled, and is automatically marked as done.
|
||||
- :guilabel:`Done & Schedule Next`: adds the details of the activity to the chatter under
|
||||
:guilabel:`Today`. The activity is not scheduled, is automatically marked as done, and a new
|
||||
:guilabel:`Schedule Activity` pop-up window appears.
|
||||
- :guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule Activity` pop-up window.
|
||||
|
||||
.. image:: activities/schedule-pop-up.png
|
||||
:align: center
|
||||
:alt: View of CRM leads and the option to schedule an activity.
|
||||
|
||||
.. _activities/all:
|
||||
|
||||
All scheduled activities
|
||||
========================
|
||||
|
||||
To view a consolidated list of activities, organized by application, click the |clock| in the header
|
||||
menu, located in the top-right corner.
|
||||
|
||||
If any activities are scheduled, the number of activities appear in a red bubble on the
|
||||
|clock|.
|
||||
|
||||
All activities for each application are further divided into subsections, indicating where in the
|
||||
application the activity is to be completed. Each sub-section lists the number of scheduled
|
||||
activities that are :guilabel:`Late`, due :guilabel:`Today`, and scheduled in the
|
||||
:guilabel:`Future`.
|
||||
|
||||
.. example::
|
||||
In the *Time Off* application, one activity is scheduled to be done in the *All Time Off*
|
||||
requests dashboard, and six activities are scheduled to be done in the *Allocations* dashboard.
|
||||
|
||||
These requests appear in two separate lists in the all activities drop-down menu: one labeled
|
||||
`Time Off` and one labeled `Time Off Allocation`.
|
||||
|
||||
.. image:: activities/activities-menu.png
|
||||
:align: center
|
||||
:alt: The list of activities that is accessed from the main menu bar. Two entries for the Time
|
||||
Off application are highlighted.
|
||||
|
||||
Request a document
|
||||
------------------
|
||||
|
||||
The option to :guilabel:`Request a Document` is available at the bottom of the list of :ref:`all
|
||||
scheduled activities <activities/all>`, the option to :guilabel:`Request a Document` appears. Click
|
||||
:guilabel:`Request a Document`, and a :guilabel:`Request a file` pop-up window appears.
|
||||
|
||||
Enter the following information on the form:
|
||||
|
||||
- :guilabel:`Document Name`: enter a name for the document being requested.
|
||||
- :guilabel:`Request To`: select the user the document is being requested from using the drop-down
|
||||
menu.
|
||||
- :guilabel:`Due Date In`: enter a numerical value indicating when the document is due. Next to
|
||||
this field, a :guilabel:`Days` field is visible. Click :guilabel:`Days`, the default option, to
|
||||
reveal a drop-down menu. Select the desired time-frame option from the list. The options are
|
||||
:guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`.
|
||||
- :guilabel:`Workspace`: using the drop-down menu, select the specific :ref:`Workspace
|
||||
<documents/workspaces>` the document is being uploaded to.
|
||||
- :guilabel:`Tags`: select any desired tags from the drop-down menu. The available tags displayed
|
||||
are based on the tags configured for the selected :guilabel:`Workspace`.
|
||||
- :guilabel:`Message`: enter a message to clarify the document request in this field.
|
||||
|
||||
When all the fields are completed, click :guilabel:`Request` to send the document request.
|
||||
|
||||
.. image:: activities/request-doc.png
|
||||
:align: center
|
||||
:alt: The Request a file form, with all fields filled out to request a contract.
|
||||
|
||||
.. _activities/types:
|
||||
|
||||
Activity types
|
||||
==============
|
||||
|
||||
To view the currently configured types of activities in the database, navigate to
|
||||
:menuselection:`Settings app --> Discuss section --> Activities setting --> Activity Types`.
|
||||
|
||||
.. image:: activities/settings-activities-types.png
|
||||
:align: center
|
||||
:alt: Activity Types button in the Settings application under the Discuss section.
|
||||
|
||||
Doing so reveals the :guilabel:`Activity Types` page, where the existing activity types are found.
|
||||
|
||||
.. 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`.
|
||||
|
||||
.. image:: activities/activity-list.png
|
||||
:align: center
|
||||
:alt: The list of activity types already configured and available.
|
||||
|
||||
Edit activity types
|
||||
-------------------
|
||||
|
||||
To edit an existing :ref:`activity type <activities/types>`, click on the activity type, and the
|
||||
activity type form loads.
|
||||
|
||||
Make any desired changes to the activity type form. The form automatically saves, but it can be
|
||||
saved manually at any time by clicking the :guilabel:`Save Manually` option, represented by a
|
||||
:icon:`fa-cloud-upload` :guilabel:`(cloud upload)` icon, located in the top-left corner of the page.
|
||||
|
||||
Create new activity types
|
||||
-------------------------
|
||||
|
||||
To create a new :ref:`activity type <activities/types>`, click :guilabel:`New` from the
|
||||
:guilabel:`Activity Types` page, and a blank activity type form loads.
|
||||
|
||||
Enter a :guilabel:`Name` for the activity type at the top of the form, then enter the following
|
||||
information on the form.
|
||||
|
||||
Activity Settings section
|
||||
~~~~~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
- :guilabel:`Action`: using the drop-down menu, select an action associated with this new activity
|
||||
type. Some actions trigger specific behaviors after an activity is scheduled, such as:
|
||||
|
||||
- :guilabel:`Upload Document`: if selected, a link to upload a document is automatically added to
|
||||
the planned activity in the chatter.
|
||||
- :guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option to open their
|
||||
calendar to select a date and time for the activity.
|
||||
- :guilabel:`Request Signature`: if selected, a link to open a signature request pop-up window is
|
||||
automatically added to the planned activity in the chatter. This requires the Odoo *Sign*
|
||||
application to be installed.
|
||||
|
||||
.. note::
|
||||
Available activity types vary based on the installed applications in the database.
|
||||
|
||||
- :guilabel:`Folder`: select a specific :ref:`workspace <documents/workspaces>` folder to save a
|
||||
document to. This field **only** appears if :guilabel:`Upload Document` is selected for the
|
||||
:guilabel:`Action`.
|
||||
|
||||
Using the drop-down menu, select the :guilabel:`Folder` the document is saved to.
|
||||
|
||||
- :guilabel:`Default User`: select a user from the drop-down menu to automatically assign this
|
||||
activity to the selected user when this activity type is scheduled. If this field is left blank,
|
||||
the activity is assigned to the user who creates the activity.
|
||||
- :guilabel:`Default Summary`: enter a note to include whenever this activity type is created.
|
||||
|
||||
.. 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.
|
||||
|
||||
- :guilabel:`Keep Done`: tick this checkbox to keep activities that have been marked as `Done`
|
||||
visible in the :ref:`activity view <activities/activity>`.
|
||||
- :guilabel:`Default Note`: enter any notes to appear with the activity.
|
||||
|
||||
Next Activity section
|
||||
~~~~~~~~~~~~~~~~~~~~~
|
||||
|
||||
It is possible to have another activity either suggested or triggered. To do so, configure the
|
||||
:guilabel:`Next Activity` section.
|
||||
|
||||
- :guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` or :guilabel:`Trigger
|
||||
Next Activity` from the drop-down menu. Depending on the selected option, either the
|
||||
:guilabel:`Suggest` or :guilabel:`Trigger` field is displayed.
|
||||
|
||||
.. note::
|
||||
The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload Document` is
|
||||
selected for the :guilabel:`Action`.
|
||||
|
||||
- :guilabel:`Suggest/Trigger`: depending on what is selected for the :guilabel:`Chaining Type`, this
|
||||
field either displays :guilabel:`Suggest` or :guilabel:`Trigger`. Using the drop-down menu, select
|
||||
the activity to recommend or schedule as a follow-up task to the activity type.
|
||||
- :guilabel:`Schedule`: configure when the next activity is suggested or triggered.
|
||||
|
||||
First, enter a numerical value indicating when the activity is suggested or triggered.
|
||||
|
||||
Next to this field, a :guilabel:`Days` field is visible. Click :guilabel:`Days`, the default
|
||||
option, to reveal a drop-down menu. Select the desired time-frame option from the list. The
|
||||
options are :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`.
|
||||
|
||||
Lastly, using the drop-down menu, select whether the activity is scheduled or triggered either
|
||||
:guilabel:`after previous activity deadline` or :guilabel:`after completion date`.
|
||||
|
||||
.. image:: activities/new-activity.png
|
||||
:align: center
|
||||
:alt: A new Activity form with all the fields filled out.
|
||||
|
||||
.. seealso::
|
||||
- :doc:`../productivity/discuss`
|
||||
- :doc:`../productivity/discuss/team_communication`
|
||||
- :doc:`../sales/crm/optimize/utilize_activities`
|
||||
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