[IMP] *: consistency for the use of "Odoo Online" (and SaaS)
task-3034812 Part-of: odoo/documentation#2827
This commit is contained in:
Jonathan Castillo (jcs)
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======================================
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Odoo Online (SaaS) database management
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======================================
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To manage a database, sign in to https://www.odoo.com and access the `database management page
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<https://www.odoo.com/my/databases>`_ by clicking on the user icon, then on *My Databases*.
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.. image:: odoo_online/my-databases.png
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:align: center
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:alt: Clicking on the user icon opens a drop-down menu. "My databases" button is highlighted.
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.. note::
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Make sure you are connected as the administrator of the database you want to manage.
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.. image:: odoo_online/dropdown-menu.png
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:align: right
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:alt: Clicking on the gear icon opens the drop-down menu.
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Open the drop-down menu next to the database you want to manage by clicking on the gear icon.
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Several actions are available:
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- :ref:`odoo_online/upgrade`
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- :ref:`odoo_online/duplicate`
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- :ref:`odoo_online/rename`
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- :ref:`odoo_online/download`
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- :ref:`odoo_online/domains`
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- :ref:`odoo_online/tags`
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- :ref:`odoo_online/delete`
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- :ref:`odoo_online/contact-support`
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- :ref:`odoo_online/users`
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.. _odoo_online/upgrade:
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Upgrade
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=======
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If you are *not* on the latest **Online version**, you should receive an invitation to :doc:`upgrade
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<../upgrade>` your database. A **Rolling Release button** on your database's main screen proposes an
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upgrade to the latest version (e.g., 13.0 to 15.1).
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.. important::
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- | **If your Odoo database's version is lower than the latest major release:**
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| You must upgrade your database within two months. After these two months, an automatic
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upgrade is initiated.
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- | **If your Odoo database's version is equal to or higher than the latest major release:**
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| You can disregard the invitation to upgrade as you probably wouldn't benefit from new
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features every two months.
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.. note::
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Versions that are not supported anymore become deprecated and need to be updated to avoid
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security issues. We recommend you initiate the upgrade of the database yourself, as this method
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allows you to request a test upgrade of your database to check for any discrepancies.
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.. seealso::
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- :doc:`../upgrade`
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- :doc:`supported_versions`
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.. _odoo_online/duplicate:
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Duplicate
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=========
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Make an exact copy of the database to be able to perform testing without compromising the daily
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operations.
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.. important::
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- By checking *For testing purposes*, all external communication (emails, payments, delivery
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orders, etc.) are disabled by default on the duplicated database.
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- Duplicate databases expire automatically after 15 days.
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.. _odoo_online/rename:
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Rename
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======
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Rename the database and its URL.
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.. _odoo_online/download:
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Download
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========
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Download instantly a ZIP file with a backup of the database.
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.. note::
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Databases are backed up daily according to the `Odoo Cloud SLA
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<https://www.odoo.com/cloud-sla>`_.
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.. _odoo_online/domains:
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Domains
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=======
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Configure custom domains to access the database via another URL.
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.. seealso::
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- :doc:`domain_names`
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.. _odoo_online/tags:
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Tags
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====
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Add tags to sort your databases out. You can search the tags in the search bar.
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.. _odoo_online/delete:
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Delete
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======
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Delete a database instantly.
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.. danger::
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Deleting a database means that all data is permanently lost. The deletion is instant and for all
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users. It is recommended to create a backup of the database before deleting it.
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Read carefully the warning message that pops up and proceed only if you fully understand the
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implications of deleting a database:
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.. image:: odoo_online/delete.png
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:align: center
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:alt: A warning message is prompted before deleting a database.
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.. note::
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- Only an administrator can delete a database.
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- The database name is immediately available for a new database.
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- It is not possible to delete a database if it is expired or linked to a subscription. If
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needed, please get in touch with `Odoo Support <https://www.odoo.com/help>`_.
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- To delete your account, please get in touch with `Odoo Support <https://www.odoo.com/help>`_.
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.. _odoo_online/contact-support:
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Contact Support
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===============
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Access the Odoo `support page <https://www.odoo.com/help>`_ with your database's details already
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pre-filled.
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.. _odoo_online/users:
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Invite / Remove Users
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=====================
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To invite users, fill out the email address of the new user and click on *Invite*. To add multiple
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users, click on *Add more users*.
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.. image:: odoo_online/invite-users.png
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:align: center
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:alt: Clicking on "Add more users" adds additional email fields.
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To remove users, select the users to remove and click on *Remove*.
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.. seealso::
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- :doc:`/applications/general/users/manage_users`
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