[ADD] maintenance: add maintenance calendar doc

closes odoo/documentation#8596

X-original-commit: 88e9b69855
Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>

.tx/config

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

COPYRIGHT

@@ -0,0 +1,13 @@
+Most of the files are
+
+  Copyright (c) 2004-2023 Odoo S.A.
+
+Some files may also contain contributions from third
+parties. In this case the original copyright of
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+history of the source version control system.
+
+When that is not the case, the files contain a prominent
+notice stating the original copyright and applicable
+license, or come with their own dedicated COPYRIGHT
+and/or LICENSE file.

LICENSE

@@ -0,0 +1,428 @@
+Attribution-ShareAlike 4.0 International
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Makefile

@@ -26,7 +26,7 @@ SOURCE_DIR     = content
 
 HTML_BUILD_DIR = $(BUILD_DIR)/html
 ifdef VERSIONS
-  HTML_BUILD_DIR := $(HTML_BUILD_DIR)/master
+  HTML_BUILD_DIR := $(HTML_BUILD_DIR)/17.0
 endif
 ifneq ($(CURRENT_LANG),en)
   HTML_BUILD_DIR := $(HTML_BUILD_DIR)/$(CURRENT_LANG)
@@ -84,5 +84,15 @@ static: $(HTML_BUILD_DIR)/_static/style.css
 	cp -r extensions/odoo_theme/static/* $(HTML_BUILD_DIR)/_static/
 	cp -r static/* $(HTML_BUILD_DIR)/_static/
 
+# Called by runbot for the ci/documentation_guideline check.
 test:
-	@python tests/main.py $(SOURCE_DIR)/administration $(SOURCE_DIR)/applications $(SOURCE_DIR)/contributing $(SOURCE_DIR)/developer $(SOURCE_DIR)/services redirects
+	@python tests/main.py $(SOURCE_DIR)/administration $(SOURCE_DIR)/applications $(SOURCE_DIR)/contributing $(SOURCE_DIR)/developer redirects
+
+# Similar as `test`, but called only manually by content reviewers to trigger extra checks.
+review:
+	@read -p "Enter relative content path: " path; read -p "Enter max line length (default: 100): " line_length; \
+	if [ -z "$$path" ]; then echo "Error: Path cannot be empty"; exit 1; fi; \
+	if echo $$path | grep -q 'content/'; then path=`echo $$path | sed 's|content/||'`; fi; \
+	if [ -z "$$line_length" ]; then line_length=100; fi; \
+	export REVIEW=1; \
+	python tests/main.py --max-line-length=$$line_length $(SOURCE_DIR)/$$path

conf.py

@@ -22,7 +22,7 @@ copyright = 'Odoo S.A.'
 # `version` is the version info for the project being documented, acts as replacement for |version|,
 # also used in various other places throughout the built documents.
 # `release` is the full version, including alpha/beta/rc tags. Acts as replacement for |release|.
-version = release = 'master'
+version = release = '17.0'
 
 # `current_branch` is the technical name of the current branch.
 # E.g., saas-15.4 -> saas-15.4; 12.0 -> 12.0, master -> master (*).
@@ -195,7 +195,7 @@ todo_include_todos = False
 intersphinx_mapping = {
     'pillow': ('https://pillow.readthedocs.io/en/stable/', None),
     'python': ('https://docs.python.org/3/', None),
-    'werkzeug': ('https://werkzeug.palletsprojects.com/en/1.0.x/', None),
+    'werkzeug': ('https://werkzeug.palletsprojects.com/en/2.3.x/', None),
 }
 
 github_user = 'odoo'
@@ -213,13 +213,17 @@ sphinx.transforms.i18n.docname_to_domain = (
 # is populated. If a version is passed to `versions` but is not listed here, it will not be shown.
 versions_names = {
     'master': "Master",
+    'saas-17.2': "Odoo Online",
+    'saas-17.1': "Odoo Online",
+    '17.0': "Odoo 17",
+    'saas-16.4': "Odoo Online",
+    'saas-16.3': "Odoo Online",
     'saas-16.2': "Odoo Online",
     'saas-16.1': "Odoo Online",
     '16.0': "Odoo 16",
     'saas-15.2': "Odoo Online",
     '15.0': "Odoo 15",
     '14.0': "Odoo 14",
-    '13.0': "Odoo 13",
 }
 
 # The language names that should be shown in the language switcher, if the config option `languages`
@@ -230,8 +234,11 @@ languages_names = {
     'es': 'ES',
     'fr': 'FR',
     'it': 'IT',
+    'ko': 'KO',
     'nl': 'NL',
     'pt_BR': 'PT',
+    'ro': 'RO',
+    'sv': 'SV',
     'uk': 'UA',
     'zh_CN': 'ZH (CN)',
     'zh_TW': 'ZH (TW)'
@@ -312,18 +319,25 @@ latex_documents = [
 
     ('legal/terms/i18n/enterprise_tex_de', 'odoo_enterprise_agreement_de.tex',
      'Odoo Enterprise Subscription Agreement (DE)', '', 'howto'),
+    ('legal/terms/i18n/terms_of_sale_de', 'terms_of_sale_de.tex',
+     'Allgemeine Verkaufsbedingungen Odoo', '', 'howto'),
 
     ('legal/terms/i18n/enterprise_tex_es', 'odoo_enterprise_agreement_es.tex',
      'Odoo Enterprise Subscription Agreement (ES)', '', 'howto'),
     ('legal/terms/i18n/partnership_tex_es',
      'odoo_partnership_agreement_es.tex', 'Odoo Partnership Agreement (ES)', '', 'howto'),
+    ('legal/terms/i18n/terms_of_sale_es', 'terms_of_sale_es.tex',
+     'Términos Generales de Venta Odoo', '', 'howto'),
+
+    ('legal/terms/i18n/enterprise_tex_pt_BR', 'odoo_enterprise_agreement_pt_BR.tex',
+     'Odoo Enterprise Subscription Agreement (PT)', '', 'howto'),
 ]
 
 # List of languages that have legal translations (excluding EN). The keys must be in
 # `languages_names`. These translations will have a link to their versions of the legal
 # contracts, instead of the default EN one. The main legal documents are not part of the
 # translations since they have legal meaning.
-legal_translations = ['de', 'es', 'fr', 'nl']
+legal_translations = ['de', 'es', 'fr', 'nl', 'pt_BR']
 
 # The name of an image file (relative to this directory) to place at the top of the title page.
 latex_logo = 'static/img/odoo_logo.png'
@@ -435,7 +449,7 @@ def _generate_alternate_urls(app, pagename, templatename, context, doctree):
         """
         _current_lang = app.config.language or 'en'
         # Replace the context value by its upper-cased value ("FR" instead of "fr")
-        context['language'] = languages_names.get(_current_lang)
+        context['language'] = languages_names.get(_current_lang, _current_lang.upper())
         context['language_code'] = _current_lang
 
         # If the list of languages is not set, assume that the project has no alternate language
@@ -469,8 +483,24 @@ def _generate_alternate_urls(app, pagename, templatename, context, doctree):
         _version = _version or app.config.version
         _lang = _lang or app.config.language or 'en'
         _canonical_page = f'{pagename}.html'
+
+        # legal translations have different URLs schemes as they are not managed on transifex
+        # e.g. FR translation of /terms/enterprise => /fr/terms/enterprise_fr
+        if pagename.startswith('legal/terms/'):
+            if _lang in legal_translations and not pagename.endswith(f"_{_lang}"):
+                # remove language code for current translation, set target one
+                _page = re.sub("_[a-z]{2}$", "", pagename)
+                if 'terms/i18n' not in _page:
+                    _page = _page.replace("/terms/", "/terms/i18n/")
+                _canonical_page = f'{_page}_{_lang}.html'
+            elif _lang == 'en' and pagename.endswith(tuple(f"_{l}" for l in legal_translations)):
+                # remove language code for current translation, link to original EN one
+                _page = re.sub("_[a-z]{2}$", "", pagename)
+                _canonical_page = f'{_page.replace("/i18n/", "/")}.html'
+
         if app.config.is_remote_build:
             _canonical_page = _canonical_page.replace('index.html', '')
+
         return f'{_root}' \
                f'{f"/{_version}" if app.config.versions else ""}' \
                f'{f"/{_lang}" if _lang != "en" else ""}' \

content/administration.rst

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

content/administration/hosting.rst

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

content/administration/install.rst

@@ -1,14 +0,0 @@
-:nosearch:
-
-=======
-Install
-=======
-
-.. If you add content on this page, remove the redirect rule 'install -> install/install'
-
-.. toctree::
-
-    install/install
-    install/deploy
-    install/cdn
-    install/email_gateway

content/administration/install/install.rst

@@ -1,752 +0,0 @@
-
-.. _setup/install:
-
-===============
-Installing Odoo
-===============
-
-There are multiple ways to install Odoo, or not install it at all, depending
-on the intended use case.
-
-This documents attempts to describe most of the installation options.
-
-:ref:`setup/install/online`
-    The easiest way to use Odoo in production or to try it.
-
-:ref:`setup/install/packaged`
-    Suitable for testing Odoo, developing modules and can be used for
-    long-term production use with additional deployment and maintenance work.
-
-:ref:`setup/install/source`
-    Provides greater flexibility:  e.g. allow multiple running Odoo versions on
-    the same system. Good for developing modules, can be used as base for
-    production deployment.
-
-:ref:`setup/install/docker`
-    If you usually use docker_ for development or deployment, an official
-    docker_ base image is available.
-
-
-.. _setup/install/editions:
-
-Editions
-========
-
-There are two different Editions_ of Odoo: the Community and Enterprise versions.
-Using the Enterprise version is possible on `Odoo Online`_ and accessing the code is
-restricted to Enterprise customers and partners. The Community version is freely
-available to anyone.
-
-If you already use the Community version and wish to upgrade to Enterprise, please
-refer to :ref:`setup/enterprise` (except for :ref:`setup/install/source`).
-
-
-.. _setup/install/online:
-
-Online
-======
-
-Demo
-----
-
-To simply get a quick idea of Odoo, demo_ instances are available. They are
-shared instances which only live for a few hours, and can be used to browse
-around and try things out with no commitment.
-
-Demo_ instances require no local installation, just a web browser.
-
-Odoo Online
------------
-
-Trivial to start with, fully managed and migrated by Odoo S.A., `Odoo Online`_
-provides private instances and starts out free. It can be used to discover and
-test Odoo and do non-code customizations (i.e. incompatible with custom modules
-or the Odoo Apps Store) without having to install it locally.
-
-Can be used for both testing Odoo and long-term production use.
-
-Like demo_ instances, `Odoo Online`_ instances require no local installation, a web
-browser is sufficient.
-
-
-.. _setup/install/packaged:
-
-Packaged installers
-===================
-
-Odoo provides packaged installers for Windows, deb-based distributions
-(Debian, Ubuntu, …) and RPM-based distributions (Fedora, CentOS, RHEL, …) for
-both the Community and Enterprise versions.
-
-These packages automatically set up all dependencies (for the Community version),
-but may be difficult to keep up-to-date.
-
-Official Community packages with all relevant dependency requirements are
-available on our nightly_ server. Both Community and Enterprise packages can
-be downloaded from our download_ page (you must to be logged in as a paying
-customer or partner to download the Enterprise packages).
-
-Windows
--------
-
-#. Download the installer from our nightly_ server (Community only) or the Windows installer from
-   the download_ page (any edition).
-#. Execute the downloaded file.
-
-   .. warning::
-      | On Windows 8 and later you may see a warning titled "Windows protected your PC".
-      | Click on **More Info** and then on **Run anyway**.
-
-#. Accept the UAC_ prompt.
-#. Go through the various installation steps.
-
-Odoo will automatically be started at the end of the installation.
-
-Linux
------
-
-Prepare
-~~~~~~~
-
-.. tabs::
-
-   .. group-tab:: Debian/Ubuntu
-
-      Odoo needs a `PostgreSQL`_ server to run properly. The default configuration for
-      the Odoo 'deb' package is to use the PostgreSQL server on the same host as your
-      Odoo instance. Execute the following command in order to install the PostgreSQL server:
-
-      .. code-block:: console
-
-         $ sudo apt install postgresql -y
-
-   .. group-tab:: Fedora
-
-      Odoo needs a `PostgreSQL`_ server to run properly. Make sure that the `sudo` command is
-      available and well configured and, only then, execute the following command in order to
-      install the PostgreSQL server:
-
-      .. code-block:: console
-
-         $ sudo dnf install -y postgresql-server
-         $ sudo postgresql-setup --initdb --unit postgresql
-         $ sudo systemctl enable postgresql
-         $ sudo systemctl start postgresql
-
-.. warning::
-   `wkhtmltopdf` is not installed through **pip** and must be installed manually in version `0.12.5
-   <the wkhtmltopdf download page_>`_ for it to support headers and footers. See our `wiki
-   <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more details on the various versions.
-
-Repository
-~~~~~~~~~~
-
-.. tabs::
-
-   .. group-tab:: Debian/Ubuntu
-
-      Odoo S.A. provides a repository that can be used with Debian and Ubuntu distributions. It can
-      be used to install *Odoo Community Edition* by executing the following commands:
-
-      .. code-block:: console
-
-          $ wget -q -O - https://nightly.odoo.com/odoo.key | sudo gpg --dearmor -o /usr/share/keyrings/odoo-archive-keyring.gpg
-          $ echo 'deb [signed-by=/usr/share/keyrings/odoo-archive-keyring.gpg] https://nightly.odoo.com/{CURRENT_MAJOR_BRANCH}/nightly/deb/ ./' | sudo tee /etc/apt/sources.list.d/odoo.list
-          $ sudo apt-get update && sudo apt-get install odoo
-
-      You can then use the usual `apt-get upgrade` command to keep your installation up-to-date.
-
-   .. group-tab:: Fedora
-
-      Odoo S.A. provides a repository that can be used with the Fedora distributions. It can be used
-      to install *Odoo Community Edition* by executing the following commands:
-
-      .. code-block:: console
-
-         $ sudo dnf config-manager --add-repo=https://nightly.odoo.com/{CURRENT_MAJOR_BRANCH}/nightly/rpm/odoo.repo
-         $ sudo dnf install -y odoo
-         $ sudo systemctl enable odoo
-         $ sudo systemctl start odoo
-
-.. note::
-   At this moment, there is no nightly repository for the Enterprise Edition.
-
-Distribution package
-~~~~~~~~~~~~~~~~~~~~
-
-.. tabs::
-
-   .. group-tab:: Debian/Ubuntu
-
-      Instead of using the repository as described above, the 'deb' packages for both the
-      *Community* and *Enterprise* editions can be downloaded from the `official download page
-      <download_>`_.
-
-      .. note::
-         Odoo {CURRENT_MAJOR_VERSION} 'deb' package currently supports `Debian 11 (Bullseye)`_,
-         `Ubuntu 22.04 (Jammy)`_ or above.
-
-      Next, execute the following commands **as root**:
-
-      .. code-block:: console
-
-         # dpkg -i <path_to_installation_package> # this probably fails with missing dependencies
-         # apt-get install -f # should install the missing dependencies
-         # dpkg -i <path_to_installation_package>
-
-      This will install Odoo as a service, create the necessary PostgreSQL_ user
-      and automatically start the server.
-
-      .. warning::
-         - The `python3-xlwt` Debian package does not exists in Debian Buster nor Ubuntu 18.04. This
-           python module is needed to export into xls format.
-
-           If you need the feature, you can install it manually with:
-
-           .. code-block:: console
-
-              $ sudo pip3 install xlwt
-
-         - The `num2words` python package does not exists in Debian Buster nor Ubuntu 18.04. Textual
-           amounts will not be rendered by Odoo and this could cause problems with the `l10n_mx_edi`
-           module.
-
-           If you need this feature, you can install manually with:
-
-           .. code-block:: console
-
-              $ sudo pip3 install num2words
-
-   .. group-tab:: Fedora
-
-      Instead of using the repository as described above, the 'rpm' packages for both the
-      *Community* and *Enterprise* editions can be downloaded from the `official download page
-      <download_>`_.
-
-      .. note::
-         Odoo {CURRENT_MAJOR_VERSION} 'rpm' package supports Fedora 36.
-
-      Once downloaded, the package can be installed using the 'dnf' package manager:
-
-      .. code-block:: console
-
-         $ sudo dnf localinstall odoo_{CURRENT_MAJOR_BRANCH}.latest.noarch.rpm
-         $ sudo systemctl enable odoo
-         $ sudo systemctl start odoo
-
-.. _setup/install/source:
-
-Source install
-==============
-
-The source "installation" is really about not installing Odoo, and running it directly from source
-instead.
-
-It can be more convenient for module developers as the Odoo source is more easily accessible than
-using packaged installation.
-
-It also makes starting and stopping Odoo more flexible and explicit than the services set up by the
-packaged installations, and allows overriding settings using
-:ref:`command-line parameters <reference/cmdline>` without needing to edit a configuration file.
-
-Finally it provides greater control over the system's set up, and allows to more easily keep
-(and run) multiple versions of Odoo side-by-side.
-
-Fetch the sources
------------------
-
-There are two ways to obtain the source code of Odoo: as a zip **archive** or through **git**.
-
-Archive
-~~~~~~~
-
-Community Edition:
-
-* `Official download page <download_>`_
-* `GitHub repository <community-repository_>`_
-* `Nightly server <nightly_>`_
-
-Enterprise Edition:
-
-* `Official download page <download_>`_
-* `GitHub repository <enterprise-repository_>`_
-
-.. _setup/install/source/git:
-
-Git
-~~~
-
-The following requires `Git <git_>`_ to be installed on your machine and that you have basic
-knowledge of Git commands. To clone a Git repository, you must choose between cloning with HTTPS or
-SSH. If you do not know the difference between the two, the best option is most likely HTTPS. If you
-are following the :doc:`Getting started </developer/tutorials/getting_started>` developer tutorial,
-or plan on contributing to Odoo source code, choose SSH.
-
-.. note::
-   **The Enterprise Git repository does not contain the full Odoo source code**. It is only a
-   collection of extra add-ons. The main server code is in the Community version. Running the
-   Enterprise version actually means running the server from the Community version with the
-   addons-path option set to the folder with the Enterprise version. You need to clone both the
-   Community and Enterprise repository to have a working Odoo Enterprise installation. See
-   :ref:`setup/install/editions` to get access to the Enterprise repository.
-
-.. tabs::
-
-   .. group-tab:: Windows
-
-      .. tabs::
-
-         .. tab:: Clone with HTTPS
-
-            .. code-block:: doscon
-
-               C:\> git clone https://github.com/odoo/odoo.git
-               C:\> git clone https://github.com/odoo/enterprise.git
-
-         .. tab:: Clone with SSH
-
-            .. code-block:: doscon
-
-               C:\> git clone git@github.com:odoo/odoo.git
-               C:\> git clone git@github.com:odoo/enterprise.git
-
-   .. group-tab:: Linux
-
-      .. tabs::
-
-         .. tab:: Clone with HTTPS
-
-            .. code-block:: console
-
-               $ git clone https://github.com/odoo/odoo.git
-               $ git clone https://github.com/odoo/enterprise.git
-
-         .. tab:: Clone with SSH
-
-            .. code-block:: console
-
-               $ git clone git@github.com:odoo/odoo.git
-               $ git clone git@github.com:odoo/enterprise.git
-
-   .. group-tab:: Mac OS
-
-      .. tabs::
-
-         .. tab:: Clone with HTTPS
-
-            .. code-block:: console
-
-               $ git clone https://github.com/odoo/odoo.git
-               $ git clone https://github.com/odoo/enterprise.git
-
-         .. tab:: Clone with SSH
-
-            .. code-block:: console
-
-               $ git clone git@github.com:odoo/odoo.git
-               $ git clone git@github.com:odoo/enterprise.git
-
-.. note::
-   **The Enterprise git repository does not contain the full Odoo source code**. It is only a
-   collection of extra add-ons. The main server code is in the Community version. Running the
-   Enterprise version actually means running the server from the Community version with the
-   addons-path option set to the folder with the Enterprise version. You need to clone both the
-   Community and Enterprise repository to have a working Odoo Enterprise installation.
-
-.. _setup/install/source/prepare:
-
-Prepare
--------
-
-Python
-~~~~~~
-
-.. tabs::
-
-   .. group-tab:: Windows
-
-      Odoo requires Python 3.7 or later to run. Visit `Python's download page <https://www.python.org/downloads/windows/>`_
-      to download and install the latest version of Python 3 on your machine.
-
-      During installation, check **Add Python 3 to PATH**, then click **Customize Installation** and make
-      sure that **pip** is checked.
-
-      .. note::
-         If Python 3 is already installed, make sure that the version is 3.7 or above, as previous
-         versions are not compatible with Odoo.
-
-         .. code-block:: doscon
-
-            C:\> python --version
-
-         Verify also that pip_ is installed for this version.
-
-         .. code-block:: doscon
-
-            C:\> pip --version
-
-   .. group-tab:: Linux
-
-      Odoo requires Python 3.7 or later to run. Use your package manager to download and install Python 3
-      on your machine if it is not already done.
-
-      .. note::
-         If Python 3 is already installed, make sure that the version is 3.7 or above, as previous
-         versions are not compatible with Odoo.
-
-         .. code-block:: console
-
-            $ python3 --version
-
-         Verify also that pip_ is installed for this version.
-
-         .. code-block:: console
-
-            $ pip3 --version
-
-   .. group-tab:: Mac OS
-
-      Odoo requires Python 3.7 or later to run. Use your preferred package manager (homebrew_, macports_)
-      to download and install Python 3 on your machine if it is not already done.
-
-      .. note::
-         If Python 3 is already installed, make sure that the version is 3.7 or above, as previous
-         versions are not compatible with Odoo.
-
-         .. code-block:: console
-
-            $ python3 --version
-
-         Verify also that pip_ is installed for this version.
-
-         .. code-block:: console
-
-            $ pip3 --version
-
-PostgreSQL
-~~~~~~~~~~
-
-.. tabs::
-
-   .. group-tab:: Windows
-
-      Odoo uses PostgreSQL as database management system. `Download and install PostgreSQL
-      <https://www.postgresql.org/download/windows/>`_ (supported version: 12.0 and later).
-
-      By default, the only user is `postgres` but Odoo forbids connecting as `postgres`, so you need
-      to create a new PostgreSQL user:
-
-      #. Add PostgreSQL's `bin` directory (by default:
-         :file:`C:\\Program Files\\PostgreSQL\\<version>\\bin`) to your `PATH`.
-      #. Create a postgres user with a password using the pg admin gui:
-
-         1. Open **pgAdmin**.
-         2. Double-click the server to create a connection.
-         3. Select :menuselection:`Object --> Create --> Login/Group Role`.
-         4. Enter the username in the **Role Name** field (e.g. `odoo`).
-         5. Open the **Definition** tab and enter the password (e.g. `odoo`), then click **Save**.
-         6. Open the **Privileges** tab and switch **Can login?** to `Yes` and **Create database?**
-            to `Yes`.
-
-   .. group-tab:: Linux
-
-      Odoo uses PostgreSQL as database management system. Use your package manager to download and
-      install PostgreSQL (supported version: 12.0 and later).
-
-      It can be achieved by executing the following:
-
-      .. code-block:: console
-
-          $ sudo apt install postgresql postgresql-client
-
-      By default, the only user is `postgres` but Odoo forbids connecting as `postgres`, so you need
-      to create a new PostgreSQL user:
-
-      .. code-block:: console
-
-        $ sudo -u postgres createuser -s $USER
-        $ createdb $USER
-
-      .. note::
-         Because your PostgreSQL user has the same name as your Unix login, you will be able to
-         connect to the database without password.
-
-   .. group-tab:: Mac OS
-
-      Odoo uses PostgreSQL as database management system. Use `postgres.app
-      <https://postgresapp.com>`_ to download and install PostgreSQL (supported version: 12.0 and
-      later).
-
-      .. tip::
-         To make the command line tools bundled with `postgres.app` available, make sure to setup your
-         `$PATH` variable by following the `Postgres.app CLI Tools Instructions
-         <https://postgresapp.com/documentation/cli-tools.html>`_.
-
-      By default, the only user is `postgres` but Odoo forbids connecting as `postgres`, so you need
-      to create a new PostgreSQL user:
-
-      .. code-block:: console
-
-        $ sudo -u postgres createuser -s $USER
-        $ createdb $USER
-
-      .. note::
-         Because your PostgreSQL user has the same name as your Unix login, you will be able to
-         connect to the database without password.
-
-.. _install/dependencies:
-
-Dependencies
-~~~~~~~~~~~~
-
-.. tabs::
-
-   .. group-tab:: Windows
-
-      Before installing the dependencies, you must download and install the `Build Tools for Visual
-      Studio <https://visualstudio.microsoft.com/downloads/#build-tools-for-visual-studio-2019>`_.
-      When prompted, select **C++ build tools** in the **Workloads** tab and install them.
-
-      Odoo dependencies are listed in the `requirements.txt` file located at the root of the Odoo
-      community directory.
-
-      .. tip::
-         It can be preferable to not mix python modules packages between different instances of Odoo
-         or with your system. You can use virtualenv_ to create isolated Python environments.
-
-      Navigate to the path of your Odoo Community installation (`CommunityPath`) and run **pip** on
-      the requirements file in a terminal **with Administrator privileges**:
-
-      .. code-block:: doscon
-
-          C:\> cd \CommunityPath
-          C:\> pip install setuptools wheel
-          C:\> pip install -r requirements.txt
-
-      For languages with right-to-left interface (such as Arabic or Hebrew), the package `rtlcss`
-      is needed:
-
-      #. Download and install `nodejs <https://nodejs.org/en/download/>`_.
-      #. Install `rtlcss`:
-
-         .. code-block:: doscon
-
-             C:\> npm install -g rtlcss
-
-      #. Edit the System Environment's variable `PATH` to add the folder where `rtlcss.cmd` is
-         located (typically: :file:`C:\\Users\\<user>\\AppData\\Roaming\\npm\\`).
-
-   .. group-tab:: Linux
-
-      Using your **distribution packages** is the preferred way of installing dependencies.
-      Alternatively, you can install the python dependencies with **pip**.
-
-      .. tabs::
-
-         .. 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 /CommunityPath
-               $ sed -n -e '/^Depends:/,/^Pre/ s/ python3-\(.*\),/python3-\1/p' debian/control | sudo xargs apt-get install -y
-
-         .. tab:: Install with pip
-
-            As some of the python packages need a compilation step, they require system libraries to
-            be installed.
-
-            On Debian/Ubuntu-based systems, the following command should install these required
-            libraries:
-
-            .. code-block:: console
-
-               $ sudo apt install python3-pip libldap2-dev libpq-dev libsasl2-dev
-
-            Odoo dependencies are listed in the :file:`requirements.txt` file located at the root of
-            the Odoo community directory.
-
-            .. note::
-               | The python packages in :file:`requirements.txt` are based on their stable/LTS
-                 Debian/Ubuntu corresponding version at the moment of the Odoo release.
-               | E.g., for Odoo 15.0, the `python3-babel` package version is 2.8.0 in Debian
-                 Bullseye and 2.6.0 in Ubuntu Focal. The lowest version is then chosen in the
-                 :file:`requirements.txt`.
-
-            .. tip::
-               It can be preferable to not mix python modules packages between different instances
-               of Odoo or with your system. You can use virtualenv_ to create isolated Python
-               environments.
-
-            Navigate to the path of your Odoo Community installation (:file:`CommunityPath`) and run
-            **pip** on the requirements file to install the requirements for the current user.
-
-            .. code-block:: console
-
-               $ cd /CommunityPath
-               $ pip install -r requirements.txt
-
-      For languages with right-to-left interface (such as Arabic or Hebrew), the package `rtlcss` is
-      needed:
-
-      #. Download and install **nodejs** and **npm** with your package manager.
-      #. Install `rtlcss`:
-
-         .. code-block:: console
-
-            $ sudo npm install -g rtlcss
-
-   .. group-tab:: Mac OS
-
-      Odoo dependencies are listed in the `requirements.txt` file located at the root of the Odoo
-      community directory.
-
-      .. tip::
-         It can be preferable to not mix python modules packages between different instances of Odoo
-         or with your system. You can use virtualenv_ to create isolated Python environments.
-
-      Navigate to the path of your Odoo Community installation (`CommunityPath`) and run **pip** on
-      the requirements file:
-
-      .. code-block:: console
-
-         $ cd /CommunityPath
-         $ pip3 install setuptools wheel
-         $ pip3 install -r requirements.txt
-
-      .. warning::
-         Non-Python dependencies need to be installed with a package manager:
-
-         #. Download and install the **Command Line Tools**:
-
-            .. code-block:: console
-
-               $ xcode-select --install
-
-         #. Download and install the package manager of your choice (homebrew_, macports_).
-         #. Install non-python dependencies.
-
-      For languages with right-to-left interface (such as Arabic or Hebrew), the package `rtlcss` is
-      needed:
-
-      #. Download and install **nodejs** with your preferred package manager (homebrew_, macports_).
-      #. Install `rtlcss`:
-
-         .. code-block:: console
-
-             $ sudo npm install -g rtlcss
-
-.. important::
-   `wkhtmltopdf` is not installed through **pip** and must be installed manually in version `0.12.5
-   <the wkhtmltopdf download page_>`_ for it to support headers and footers. See our `wiki
-   <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_ for more details on the various versions.
-
-.. _setup/install/source/running_odoo:
-
-Running Odoo
-------------
-
-Once all dependencies are set up, Odoo can be launched by running `odoo-bin`, the
-command-line interface of the server. It is located at the root of the Odoo Community directory.
-
-To configure the server, you can either specify :ref:`command-line arguments
-<reference/cmdline/server>` or a :ref:`configuration file <reference/cmdline/config>`.
-
-.. tip::
-   For the Enterprise edition, you must add the path to the `enterprise` addons to the `addons-path`
-   argument. Note that it must come before the other paths in `addons-path` for addons to be loaded
-   correctly.
-
-Common necessary configurations are:
-
-- PostgreSQL user and password.
-- Custom addon paths beyond the defaults, to load your own modules.
-
-A typical way to run the server would be:
-
-.. tabs::
-
-   .. group-tab:: Windows
-
-      .. code-block:: doscon
-
-          C:\> cd CommunityPath/
-          C:\> python odoo-bin -r dbuser -w dbpassword --addons-path=addons -d mydb
-
-      Where `CommunityPath` is the path of the Odoo Community installation, `dbuser` is the
-      PostgreSQL login, `dbpassword` is the PostgreSQL password, and `mydb` is the name of the
-      PostgreSQL database.
-
-   .. group-tab:: Linux
-
-      .. code-block:: console
-
-          $ cd /CommunityPath
-          $ python3 odoo-bin --addons-path=addons -d mydb
-
-      Where `CommunityPath` is the path of the Odoo Community installation, and `mydb` is the name
-      of the PostgreSQL database.
-
-   .. group-tab:: Mac OS
-
-      .. code-block:: console
-
-          $ cd /CommunityPath
-          $ python3 odoo-bin --addons-path=addons -d mydb
-
-      Where `CommunityPath` is the path of the Odoo Community installation, and `mydb` is the name
-      of the PostgreSQL database.
-
-After the server has started (the INFO log `odoo.modules.loading: Modules loaded.` is printed), open
-http://localhost:8069 in your web browser and log in with the base administrator account: Use
-`admin` for the :guilabel:`Email` and, again, `admin` for the :guilabel:`Password`. That's it, you
-just logged into your own Odoo database!
-
-.. tip::
-   - From there, you can create and manage new :doc:`users
-     </applications/general/users/manage_users>`.
-   - The user account you use to log into Odoo's web interface differs from the :option:`--db_user
-     <odoo-bin -r>` CLI argument.
-
-.. seealso::
-   :doc:`The exhaustive list of CLI arguments for odoo-bin </developer/reference/cli>`.
-
-.. _setup/install/docker:
-
-Docker
-======
-
-The full documentation on how to use Odoo with Docker can be found on the
-official Odoo `docker image <https://hub.docker.com/_/odoo/>`_ page.
-
-.. _Debian 11 (Bullseye): https://www.debian.org/releases/bullseye/
-.. _demo: https://demo.odoo.com
-.. _docker: https://www.docker.com
-.. _download: https://www.odoo.com/page/download
-.. _Ubuntu 22.04 (Jammy): https://releases.ubuntu.com/22.04/
-.. _EPEL: https://fedoraproject.org/wiki/EPEL
-.. _PostgreSQL: https://www.postgresql.org
-.. _the official installer:
-.. _install pip:
-    https://pip.pypa.io/en/latest/installing.html#install-pip
-.. _Quilt: https://en.wikipedia.org/wiki/Quilt_(software)
-.. _Odoo Online: https://www.odoo.com/page/start
-.. _the wkhtmltopdf download page: https://github.com/wkhtmltopdf/wkhtmltopdf/releases/tag/0.12.5
-.. _UAC: https://en.wikipedia.org/wiki/User_Account_Control
-.. _wkhtmltopdf: https://wkhtmltopdf.org
-.. _pip: https://pip.pypa.io
-.. _macports: https://www.macports.org
-.. _homebrew: https://brew.sh
-.. _wheels: https://wheel.readthedocs.org/en/latest/
-.. _virtualenv: https://pypi.python.org/pypi/virtualenv
-.. _virtualenvwrapper: https://virtualenvwrapper.readthedocs.io/en/latest/
-.. _pywin32: https://sourceforge.net/projects/pywin32/files/pywin32/
-.. _community-repository: https://github.com/odoo/odoo
-.. _enterprise-repository: https://github.com/odoo/enterprise
-.. _Editions: https://www.odoo.com/pricing#pricing_table_features
-.. _nightly: https://nightly.odoo.com/
-.. _extra: https://nightly.odoo.com/extra/

content/administration/maintain.rst

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

content/administration/maintain/azure_oauth.rst

@@ -1,220 +0,0 @@
-=======================================================
-Connect Microsoft Outlook 365 to Odoo using Azure OAuth
-=======================================================
-
-Odoo is compatible with Microsoft's Azure OAuth for Microsoft 365. In order to send and receive
-secure emails from a custom domain, all that is required is to configure a few settings on the
-Azure platform and on the back end of the Odoo database. This configuration works with either a
-personal email address or an address created by a custom domain.
-
-.. seealso::
-   `Microsoft Learn: Register an application with the Microsoft identity platform
-   <https://learn.microsoft.com/azure/active-directory/develop/quickstart-register-app>`_
-
-.. seealso::
-   - :doc:`/applications/general/auth/azure`
-   - :doc:`/applications/productivity/calendar/outlook`
-
-Setup in Microsoft Azure Portal
-===============================
-
-Create a new application
-------------------------
-
-To get started, go to `Microsoft's Azure Portal <https://portal.azure.com/>`_. Log in with the
-:guilabel:`Microsoft Outlook Office 365` account if there is one, otherwise log in with the
-personal :guilabel:`Microsoft account`. A user with administrative access to the Azure Settings
-will need to connect and perform the following configuration. Next, navigate to the section
-labeled :guilabel:`Manage Azure Active Directory`.
-
-Now, click on :guilabel:`Add (+)`, located in the top menu, and then select :guilabel:`App
-registration`. On the :guilabel:`Register an application` screen, rename the :guilabel:`Name` to
-`Odoo` or something recognizable. Under the :guilabel:`Supported account types` section select
-:guilabel:`Accounts in any organizational directory (Any Azure AD directory - Multitenant) and
-personal Microsoft accounts (e.g. Skype, Xbox)`.
-
-Under the :guilabel:`Redirect URL` section, select :guilabel:`Web` as the platform, and then input
-`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.
-
-.. 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.
-
-API permissions
----------------
-
-The :guilabel:`API permissions` should be set next. Odoo will need specific API permissions to be
-able to read (IMAP) and send (SMTP) emails in the Microsoft 365 setup. First, click the
-:guilabel:`API permissions` link, located in the left menu bar. Next, click on the :guilabel:`(+)
-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:`Deregulated permissions` and click
-:guilabel:`Add permissions` for each one:
-
-- :guilabel:`SMTP.Send`
-- :guilabel:`IMAP.AccessAsUser.All`
-
-.. note::
-   The :guilabel:`User.Read` permission will be added by default.
-
-.. image:: azure_oauth/permissions.png
-   :align: center
-   :alt: API permissions needed for Odoo integration are listed under the Microsoft Graph.
-
-Assign users and groups
-=======================
-
-After adding the API permissions, navigate back to the :guilabel:`Overview` of the
-:guilabel:`Application` in the top of the left sidebar menu.
-
-Now, add users to this application. Under the :guilabel:`Essentials` overview table, click on the
-link labeled :guilabel:`Managed Application in Local Directory`, or the last option on the bottom
-right-hand side of the table.
-
-.. image:: azure_oauth/managed-application.png
-   :align: center
-   :alt: Add users/groups by clicking the Managed application in local directory link for the
-         created application.
-
-In the left sidebar menu, select :guilabel:`Users and Groups`. Next, click on :guilabel:`(+) Add
-User/Group`. Depending on the account, either a :guilabel:`Group` and a :guilabel:`User` can be
-added, or only :guilabel:`Users`. Personal accounts will only allow for :guilabel:`Users` to be
-added.
-
-Under :guilabel:`Users` or :guilabel:`Groups`, click on :guilabel:`None Selected` and add the users
-or group of users that will be sending emails from the :guilabel:`Microsoft account` in Odoo.
-:guilabel:`Add` the users/groups, click :guilabel:`Select`, and then :guilabel:`Assign` them to the
-application.
-
-Create credentials
-------------------
-
-Now that the Microsoft Azure app is set up, credentials need to be created for the Odoo setup.
-These include the :guilabel:`Client ID` and :guilabel:`Client Secret`. To start, the
-:guilabel:`Client ID` can be copied from the :guilabel:`Overview` page of the app. The
-:guilabel:`Client ID` or :guilabel:`Application ID` is located under the :guilabel:`Display Name`
-in the :guilabel:`Essentials` overview of the app.
-
-.. image:: azure_oauth/application-id.png
-   :align: center
-   :alt: Application/Client ID located in the Overview of the app.
-
-Next, the :guilabel:`Client Secret Value` needs to be retrieved. To get this value, click on
-:guilabel:`Certificates & Secrets` in the left sidebar menu. Then, a :guilabel:`Client Secret`
-needs to be produced. In order to do this, click on the :guilabel:`(+) New Client Secret` button.
-
-A window on the right will populate with a button labeled :guilabel:`Add a client secret`. Under
-:guilabel:`Description`, type in `Odoo Fetchmail` or something recognizable, and then set the
-:guilabel:`expiration date`.
-
-.. important::
-   A new :guilabel:`Client Secret` will need to be produced and configured if the first one
-   expires. In this event, there could be an interruption of service, so the expiration date should
-   be noted and set to the furthest possible date.
-
-Next, click on :guilabel:`Add` when these two values are entered. A :guilabel:`Client Secret Value`
-and :guilabel:`Secret ID` will be created. It is important to copy the :guilabel:`Value` or
-:guilabel:`Client Secret Value` into a notepad as it will become encrypted after leaving this page.
-The :guilabel:`Secret ID` is not needed.
-
-.. image:: azure_oauth/secretvalue.png
-   :align: center
-   :alt: Client Secret Value or Value in the app's credentials.
-
-After these steps, the following items should be ready to be set up in Odoo:
-
-- A client ID (:guilabel:`Client ID` or :guilabel:`Application ID`)
-- A client secret (:guilabel:`Value` or :guilabel:`Client Secret Value`)
-
-This completes the setup on the :guilabel:`Microsoft Azure Portal` side.
-
-Setup in Odoo
-=============
-
-Enter Microsoft Outlook credentials
------------------------------------
-
-First, open the Odoo database and navigate to the :guilabel:`Apps` module. Then, remove the
-:guilabel:`Apps` filter from the search bar and type in `Outlook`. After that, install the module
-called :guilabel:`Microsoft Outlook`.
-
-Next, navigate to :menuselection:`Settings --> General Settings`, and under the :guilabel:`Discuss`
-section, ensure that the checkbox for :guilabel:`Custom Email Servers` is checked. This populates
-a new option for :guilabel:`Outlook Credentials`.
-
-:guilabel:`Save` the progress.
-
-Then, copy and paste the :guilabel:`Client ID` (Application ID) and :guilabel:`Client Secret
-(Client Secret Value)` into the respective fields and :guilabel:`Save` the settings.
-
-.. image:: azure_oauth/outlookcreds.png
-   :align: center
-   :alt: Outlook Credentials in Odoo General Settings.
-
-Configure outgoing email server
--------------------------------
-
-On the :guilabel:`General Settings` page, under the :guilabel:`Custom Email Servers` setting,
-click the :guilabel:`Outgoing Email Servers` link to configure the Microsoft account.
-
-Then, create a new email server and check the box for :guilabel:`Outlook`. Next, fill in the
-: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_communication/default>`.
-
-Then, click on :guilabel:`Connect your Outlook account`.
-
-A new window from Microsoft opens to complete the :guilabel:`authorization process`. Select the
-appropriate email address that is being configured in Odoo.
-
-.. image:: azure_oauth/verify-outlook.png
-   :align: center
-   :alt: Permission page to grant access between newly created app and Odoo.
-
-Then, allow Odoo to access the Microsoft account by clicking on :guilabel:`Yes`. After this, the
-page will navigate back to the newly configured :guilabel:`Outgoing Mail Server` in Odoo. The
-configuration automatically loads the :guilabel:`token` in Odoo, and a tag stating
-:guilabel:`Outlook Token Valid` appears in green.
-
-.. image:: azure_oauth/outlook-token.png
-   :align: center
-   :alt: Valid Outlook Token indicator.
-
-Finally, click :guilabel:`Test Connection`. A confirmation message should appear. The Odoo database
-can now send safe, secure emails through Microsoft Outlook using OAuth authentication.
-
-Multiple user configuration
-~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-Each user should have a separate server set up. The :guilabel:`from-filter` should be set so that
-only the user's email is sent from that server. In other words, only a user with an email address
-that matches the set :guilabel:`from-filter` is able to use this server.
-
-After setting the :guilabel:`from-filter`, set up a fallback email account to allow for the sending
-of :guilabel:`notifications`. The fallback email must be configured as a :guilabel:`general
-transactional server`. The :guilabel:`mail.default.from` system parameter must be set to the
-:guilabel:`username` of the general transactional server account. For more information see
-:ref:`Use a default email address <email_communication/default>`.
-
-.. note::
-   The :guilabel:`System Parameters` can be accessed by activating
-   :doc:`../../applications/general/developer_mode` in the :menuselection:`Settings --> Technical
-   --> Parameters --> System Parameters` menu.
-
-Configure incoming email server
--------------------------------
-
-The incoming account should be configured in a similar way to the outgoing email account. Navigate
-to the :guilabel:`Incoming Mail Servers` in the :guilabel:`Technical Menu` and :guilabel:`Create` a
-new configuration. Check or Select the button next to :guilabel:`Outlook Oauth Authentication` and
-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`

content/administration/maintain/domain_names.rst

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

content/administration/maintain/enterprise.rst

@@ -1,106 +0,0 @@
-
-.. _setup/enterprise:
-
-===============================
-Upgrade 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 :ref:`setup/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
-
-    $ odoo.exe -d <database_name> -i web_enterprise --stop-after-init
-
-* No need to manually launch the server, the service is running.
-  You should be able to connect to your Odoo Enterprise instance using your usual
-  mean of identification. You can then link your database with your Odoo Enterprise
-  Subscription by entering the code you received by e-mail in the form input

content/administration/maintain/hosting_changes.rst

@@ -1,87 +0,0 @@
-
-.. _db_management/hosting_changes:
-
-=======================
-Change hosting solution
-=======================
-
-You may want to move your Odoo database from one hosting solution to another.
-Depending on the platforms, you have to do it by yourself or contact our support team first.
-
-From on-premises to Odoo Online
-===============================
-
-1. Create a :ref:`duplicate <duplicate_premise>` of your database: in this duplicate, uninstall all the **non-standard apps**.
-2. Grab a "dump with filestore" of your database by using the Database Manager.
-3. **If you have time constraints, contact us earlier to schedule the transfer.**
-4. `Create a support ticket <https://www.odoo.com/help>`_ and attach the dump (if the file is too large, use any file transfer service and attach the link to your ticket). Also include your subscription number and the URL you want to use for your database (e.g.: my-company.odoo.com).
-5. We will make sure your database is compatible and upload it to our cloud. In case of technical issues, we will get in touch with you.
-6. It's done!
-
-.. important::
-   - Odoo Online is not compatible with **non-standard apps**.
-   - The database you are moving to Odoo Online must be in a :doc:`supported version
-     <supported_versions>`.
-
-From on-premises to Odoo.sh
-===========================
-
-1. Follow the :ref:`Import your database section of the Odoo.sh documentation <odoo_sh_import_your_database>`.
-2. ...and voilà!
-
-From Odoo Online to on-premises
-===============================
-
-1. Log into `your Odoo Online user portal <https://accounts.odoo.com/my/databases/manage>`_ and look for the version number of your database.
-2. If your database does not run a :ref:`major version <supported_versions>` of Odoo, you cannot host it on-premises yet, you have to upgrade it first to a new major version. (*e.g.: If your database runs Odoo 12.3 which is not a major version, you have to upgrade it first to Odoo 13.0 or 14.0.*)
-3. Download a backup of your database by clicking on the "Gear" icon next to your database name then :menuselection:`Download` (if the download fails due to your backup file being too large, contact `our support <https://www.odoo.com/help>`_)
-4. Restore it from the database manager on your local server.
-
-From Odoo Online to Odoo.sh
-===========================
-
-1. Log into `your Odoo Online user portal <https://accounts.odoo.com/my/databases/manage>`_ and look for the version number of your database.
-2. If your database does not run a :ref:`major version <supported_versions>` of Odoo, you cannot host it on Odoo.sh yet, you have to upgrade it first to a new major version. (*e.g.: If your database runs Odoo 12.3 which is not a major version, you have to upgrade it first to Odoo 13.0 or 14.0.*)
-3. Download a backup of your database by clicking on the "Gear" icon next to your database name then :menuselection:`Download` (if the download fails due to your backup file being too large, contact `our support <https://www.odoo.com/help>`_)
-4. Follow the :ref:`Import your database section of the Odoo.sh documentation <odoo_sh_import_your_database>`.
-
-From Odoo.sh to Odoo Online
-===========================
-
-#. Uninstall all the **non-standard apps**.
-#. `Create a support ticket <https://www.odoo.com/help>`_ and include the following:
-
-   - Your subscription number
-   - The URL you want to use for your database (e.g., `example.odoo.com`)
-   - Which branch you want to migrate
-   - In which region you want to be hosted:
-
-     - Americas
-     - Europe
-     - Asia
-
-   - Which user(s) will be the administrator(s)
-   - When (and in which timezone) you want the database to be up and running
-
-#. We will make sure your database is compatible and upload it to our cloud. In case of technical
-   issues, we will get in touch with you.
-#. All done!
-
-.. important::
-   - Odoo Online is not compatible with **non-standard apps**.
-   - Make sure to uninstall all the **non-standard apps** in a staging build before doing it in your
-     production build.
-
-.. note::
-   - Make sure you select the **region** that is closest to your users to reduce latency.
-   - The future **administrator(s)** must have an odoo.com account.
-   - The specific **date and time** at which you want the database to be up and running are mainly
-     helpful to organize the switch from the odoo.sh server to the Odoo Online servers.
-   - Databases are **not reachable** during their migration.
-   - **If you have time constraints, contact us earlier to schedule the transfer**.
-
-From Odoo.sh to on-premises
-===========================
-
-1.  Grab a :ref:`backup of your Odoo.sh production database <odoo_sh_branches_backups>`.
-2.  Restore it from the database manager on your local server.

content/administration/maintain/odoo_online.rst

@@ -1,157 +0,0 @@
-===============================
-Odoo Online database management
-===============================
-
-To manage a database, sign in to https://www.odoo.com and access the `database management page
-<https://www.odoo.com/my/databases>`_ by clicking on the user icon, then on
-:guilabel:`My Databases`.
-
-.. image:: odoo_online/my-databases.png
-   :align: center
-   :alt: Clicking on the user icon opens a drop-down menu. "My databases" button is highlighted.
-
-.. note::
-   Make sure to connect as the administrator of the database that changes will be made on.
-
-.. image:: odoo_online/dropdown-menu.png
-   :align: right
-   :alt: Clicking on the gear icon opens the drop-down menu.
-
-Open the drop-down menu next to the database that changes will be made on by clicking on the gear
-icon.
-
-Several actions are available:
-
-- :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
-=======
-
-If the database is *not* on the latest **Online version**, the administrator should receive an
-invitation to :doc:`upgrade <../upgrade>` the database. A :guilabel:`Rolling Release`` button on the
-database's main screen proposes an upgrade to the latest version (e.g., 14.0 to 16.1).
-
-.. important::
-   - | **If the Odoo database's version is lower than the latest major release:**
-     | The database must be upgraded within two months. After these two months, an automatic
-       upgrade is initiated.
-   - | **If the Odoo database's version is equal to or higher than the latest major release:**
-     | Disregard the invitation to upgrade as the database probably wouldn't benefit from new
-       features every two months.
-
-.. note::
-   Versions that are not supported anymore become deprecated and need to be updated to avoid
-   security issues. Odoo recommends that the company initiate the upgrade, as this method allows for
-   the company to request a test upgrade of the database to check for any discrepancies.
-
-.. seealso::
-   - :doc:`../upgrade`
-   - :doc:`supported_versions`
-
-.. _odoo_online/duplicate:
-
-Duplicate
-=========
-
-This allows to make an exact copy of the database to be able to perform testing without compromising
-the daily operations.
-
-.. important::
-   - By checking :guilabel:`For testing purposes`, all external communication (emails, payments,
-     delivery orders, etc.) are disabled by default on the duplicated database.
-   - Duplicate databases expire automatically after 15 days.
-
-.. _odoo_online/rename:
-
-Rename
-======
-
-Rename the database and its URL.
-
-.. _odoo_online/download:
-
-Download
-========
-
-Instantly download a ZIP file with a backup of the database.
-
-.. note::
-   Databases are backed up daily according to the `Odoo Cloud SLA
-   <https://www.odoo.com/cloud-sla>`_.
-
-.. _odoo_online/domains:
-
-Domains
-=======
-
-Configure custom domains to access the database via another URL.
-
-.. seealso::
-   - :doc:`domain_names`
-
-.. _odoo_online/tags:
-
-Tags
-====
-
-Add tags to sort your databases out. You can search the 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 for all
-   users. It is recommended to create a backup of the database before deleting it.
-
-Carefully read the warning message that pops up and proceed only if the implications of deleting a
-database are fully understood:
-
-.. image:: odoo_online/delete.png
-   :align: center
-   :alt: A warning message is prompted before deleting a database.
-
-.. note::
-   - Only an administrator can delete a database.
-   - The database name is immediately available for a new database.
-   - It is not possible to delete a database if it is expired or linked to a subscription. If
-     needed, please get in touch with `Odoo Support <https://www.odoo.com/help>`_.
-
-.. _odoo_online/contact-support:
-
-Contact Support
-===============
-
-Access the Odoo `support page <https://www.odoo.com/help>`_ with your database's details already
-pre-filled.
-
-.. _odoo_online/users:
-
-Invite / Remove Users
-=====================
-
-To invite users, fill out the email address of the new user and click on :guilabel:`Invite`. To add
-multiple users, click on :guilabel:`Add more users`.
-
-.. image:: odoo_online/invite-users.png
-   :align: center
-   :alt: Clicking on "Add more users" adds additional email fields.
-
-To remove users, select the users to remove and click on :guilabel:`Remove`.
-
-.. seealso::
-   - :doc:`/applications/general/users/manage_users`
-   - :doc:`/applications/general/users/delete_account`

content/administration/maintain/on_premise.rst

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

content/administration/maintain/supported_versions.rst

@@ -1,93 +0,0 @@
-
-.. _supported_versions:
-
-==================
-Supported versions
-==================
-
-Odoo provides support and bug fixing **for the 3 last major versions** of Odoo.
-
-.. note::
-   Odoo releases intermediary versions called **Online versions** on the :doc:`Odoo Online
-   <odoo_online>` hosting every two months. Odoo Online users can then benefit from the latest
-   features of Odoo.
-
-   - Admins of Odoo Online databases are invited to :doc:`upgrade <../upgrade>` them regularly.
-   - Online versions are *not* released for Odoo.sh and On-Premise installations.
-   - Online versions are listed below as *SaaS*.
-
-What's the support status of my Odoo?
-=====================================
-
-This matrix shows the support status of every version.
-
-**Major releases are in bold type.**
-
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-|                 | Odoo Online | Odoo.sh  | On-Premise  | Release date   | End of support         |
-+=================+=============+==========+=============+================+========================+
-| Odoo saas~16.2  | |green|     | N/A      | N/A         | March 2023     | June 2023 (planned)    |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| Odoo saas~16.1  | |green|     | N/A      | N/A         | February 2023  | April 2023             |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| **Odoo 16.0**   | |green|     | |green|  | |green|     | October 2022   | October 2025 (planned) |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| Odoo saas~15.2  | |red|       | N/A      | N/A         | March 2022     | January 2023           |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| Odoo saas~15.1  | |red|       | N/A      | N/A         | February 2022  | July 2022              |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| **Odoo 15.0**   | |green|     | |green|  | |green|     | October 2021   | October 2024 (planned) |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| **Odoo 14.0**   | |green|     | |green|  | |green|     | October 2020   | October 2023 (planned) |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| **Odoo 13.0**   | |red|       | |red|    | |red|       | October 2019   | October 2022           |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| Odoo saas~12.3  | |red|       | N/A      | N/A         | August 2019    |                        |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| **Odoo 12.0**   | |red|       | |red|    | |red|       | October 2018   | October 2021           |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| Odoo saas~11.3  | |red|       | N/A      | N/A         | April 2018     |                        |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| **Odoo 11.0**   | |red|       | |red|    | |red|       | October 2017   | October 2020           |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| Odoo 10.saas~15 | |red|       | N/A      | N/A         | March 2017     |                        |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| Odoo 10.saas~14 | |red|       | N/A      | N/A         | January 2017   |                        |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| **Odoo 10.0**   | |red|       | |red|    | |red|       | October 2016   | October 2019           |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| Odoo 9.saas~11  | |red|       | N/A      | N/A         | May 2016       |                        |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| **Odoo 9.0**    | |red|       | N/A      | |red|       | October 2015   | October 2018           |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| Odoo 8.saas~6   | |red|       | N/A      | N/A         | February 2015  |                        |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-| **Odoo 8.0**    | |red|       | N/A      | |red|       | September 2014 | October 2017           |
-+-----------------+-------------+----------+-------------+----------------+------------------------+
-
-.. note::
-
-    |green| Supported version
-
-    |red| End-of-support
-
-    N/A Never released for this platform
-
-    🏁 Future version, not released yet
-
-.. |green| raw:: html
-
-   <span class="text-success" style="font-size: 32px; line-height: 0.5">●</span>
-
-.. |red| raw:: html
-
-   <span class="text-danger" style="font-size: 32px; line-height: 0.5">●</span>
-
-I run an older version of Odoo/OpenERP/TinyERP
-==============================================
-
-OpenERP 7.0, 6.1, 6.0 and 5.0 is not supported anymore, on any platform.
-
-TinyERP 4.0, 3.0, 2.0 and 1.0 is not supported anymore, on any platform.
-
-Even though we don't support older versions, you can always `upgrade from any version <https://upgrade.odoo.com/>`_.

content/administration/mobile.rst

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

content/administration/neutralized_database.rst

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

content/administration/odoo_accounts.rst

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

content/administration/odoo_online.rst

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

content/administration/odoo_sh/getting_started/branches.rst

@@ -99,7 +99,7 @@ disable the tests or allow specific tests to be run with custom tags in the :ref
 <odoosh-gettingstarted-branches-tabs-settings>`.
 
 Similar to staging branches, the emails are not sent but are intercepted by a mailcatcher and
-scheduled actions are not triggered as often is the database is not in use.
+scheduled actions are not triggered as long as the database is not in use.
 
 The databases created for development branches are meant to live around three days.
 After that, they can be automatically garbage collected to make room for new databases without prior notice.
@@ -295,7 +295,7 @@ Upgrade
 Available for production and staging branches for valid projects.
 
 .. seealso::
-    :doc:`Upgrade - Odoo.sh <../../upgrade/odoo_sh>`
+    :doc:`Upgrade documentation <../../upgrade>`
 
 .. _odoosh-gettingstarted-branches-tabs-settings:
 

content/administration/odoo_sh/getting_started/create.rst

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

content/administration/odoo_sh/getting_started/first_module.rst

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

content/administration/odoo_sh/getting_started/settings.rst

@@ -45,41 +45,101 @@ these databases if they have one, using their regular credentials.
 
 In addition, they cannot use the webshell nor have access to the server logs.
 
-+---------------------+-----------------+-----------+-----------+
-|                     |                 | User      | Admin     |
-+=====================+=================+===========+===========+
-|Development          | History         |     X     |     X     |
-+---------------------+-----------------+-----------+-----------+
-|                     | 1-click connect |     X     |     X     |
-+---------------------+-----------------+-----------+-----------+
-|                     | Logs            |     X     |     X     |
-+---------------------+-----------------+-----------+-----------+
-|                     | Shell/SSH       |     X     |     X     |
-+---------------------+-----------------+-----------+-----------+
-|                     | Mails           |     X     |     X     |
-+---------------------+-----------------+-----------+-----------+
-|                     | Settings        |     X     |     X     |
-+---------------------+-----------------+-----------+-----------+
-|Production & Staging | History         |     X     |     X     |
-+---------------------+-----------------+-----------+-----------+
-|                     | 1-click connect |           |     X     |
-+---------------------+-----------------+-----------+-----------+
-|                     | Logs            |           |     X     |
-+---------------------+-----------------+-----------+-----------+
-|                     | Shell/SSH       |           |     X     |
-+---------------------+-----------------+-----------+-----------+
-|                     | Mails           |           |     X     |
-+---------------------+-----------------+-----------+-----------+
-|                     | Monitoring      |           |     X     |
-+---------------------+-----------------+-----------+-----------+
-|                     | Backups         |           |     X     |
-+---------------------+-----------------+-----------+-----------+
-|                     | Settings        |     X     |     X     |
-+---------------------+-----------------+-----------+-----------+
-|Status               |                 |     X     |     X     |
-+---------------------+-----------------+-----------+-----------+
-|Settings             |                 |           |     X     |
-+---------------------+-----------------+-----------+-----------+
+.. list-table::
+   :header-rows: 1
+   :widths: auto
+
+   * -
+     -
+     - User
+     - Admin
+   * - Development
+     - History
+     - |green|
+     - |green|
+   * -
+     - 1-click connect
+     - |green|
+     - |green|
+   * -
+     - Logs
+     - |green|
+     - |green|
+   * -
+     - Shell/SSH
+     - |green|
+     - |green|
+   * -
+     - Mails
+     - |green|
+     - |green|
+   * -
+     - Upgrade
+     - |green|
+     - |green|
+   * -
+     - Settings
+     - |green|
+     - |green|
+   * - Production & Staging
+     - History
+     - |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|
+   * - Settings
+     -
+     -
+     - |green|
+
+.. note::
+    \* Only in staging branches
+
+.. |green| raw:: html
+
+   <span class="text-success" style="font-size: 32px; line-height: 0.5">●</span>
+
+.. |orange| raw:: html
+
+   <span class="text-warning" 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>
 
 Public Access
 =============

content/administration/on_premise.rst

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

content/administration/on_premise/community_to_enterprise.rst

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

content/administration/on_premise/deploy.rst

@@ -3,13 +3,13 @@ System configuration
 ====================
 
 This document describes basic steps to set up Odoo in production or on an
-internet-facing server. It follows :ref:`installation <setup/install>`, and is
+internet-facing server. It follows :doc:`installation <../on_premise>`, and is
 not generally necessary for a development systems that is not exposed on the
 internet.
 
 .. warning:: If you are setting up a public server, be sure to check our :ref:`security` recommendations!
 
-.. _db_filter:
+.. _dbfilter:
 
 dbfilter
 ========
@@ -43,7 +43,7 @@ Configuration samples
 
 * Show only databases with names beginning with 'mycompany'
 
-in ``/etc/odoo.conf`` set:
+in :ref:`the configuration file <reference/cmdline/config_file>` set:
 
 .. code-block:: ini
 
@@ -55,7 +55,7 @@ in ``/etc/odoo.conf`` set:
   was sent to ``www.mycompany.com`` or ``mycompany.co.uk``, but not
   for ``www2.mycompany.com`` or ``helpdesk.mycompany.com``.
 
-in ``/etc/odoo.conf`` set:
+in :ref:`the configuration file <reference/cmdline/config_file>` set:
 
 .. code-block:: ini
 
@@ -123,7 +123,7 @@ Out of the box, Odoo connects to a local postgres over UNIX socket via port
 <reference/cmdline/server/database>` when your Postgres deployment is not
 local and/or does not use the installation defaults.
 
-The :ref:`packaged installers <setup/install/packaged>` will automatically
+The :doc:`packaged installers <packages>` will automatically
 create a new user (``odoo``) and set it as the database user.
 
 * The database management screens are protected by the ``admin_passwd``
@@ -150,7 +150,7 @@ Configuration sample
 * with 'pwd' as a password
 * filtering only db with a name beginning with 'mycompany'
 
-in ``/etc/odoo.conf`` set:
+in :ref:`the configuration file <reference/cmdline/config_file>` set:
 
 .. code-block:: ini
 
@@ -179,21 +179,31 @@ or 'verify-full'
 Builtin server
 ==============
 
-Odoo includes built-in HTTP servers, using either multithreading or
-multiprocessing.
+Odoo includes built-in HTTP, cron, and live-chat servers, using either multi-threading or
+multi-processing.
 
-For production use, it is recommended to use the multiprocessing server as it
-increases stability, makes somewhat better use of computing resources and can
-be better monitored and resource-restricted.
+The **multi-threaded** server is a simpler server primarily used for development, demonstrations,
+and its compatibility with various operating systems (including Windows). A new thread is spawned
+for every new HTTP request, even for long-lived connections such as websocket. Extra daemonic cron
+threads are spawned too. Due to a Python limitation (GIL), it doesn't make the best use of the
+hardware.
 
-* Multiprocessing is enabled by configuring :option:`a non-zero number of
-  worker processes <odoo-bin --workers>`, the number of workers should be based
-  on the number of cores in the machine (possibly with some room for cron
-  workers depending on how much cron work is predicted)
-* Worker limits can be configured based on the hardware configuration to avoid
-  resources exhaustion
+The multi-threaded server is the default server, also for docker containers. It is selected by
+leaving the :option:`--workers <odoo-bin --workers>` option out or setting it to ``0``.
 
-.. warning:: multiprocessing mode currently isn't available on Windows
+The **multi-processing** server is a full-blown server primarily used for production. It is not
+liable to the same Python limitation (GIL) on resource usage and hence makes the best use of the
+hardware. A pool of workers is created upon server startup. New HTTP requests are queued by the OS
+until there are workers ready to process them. An extra event-driven HTTP worker for the live chat
+is spawned on an alternative port. Extra cron workers are spawned too. A configurable process
+reaper monitors resource usage and can kill/restart failed workers.
+
+The multi-processing server is opt-in. It is selected by setting the :option:`--workers
+<odoo-bin --workers>` option to a non-null integer.
+
+.. note::
+   Because it is highly customized for Linux servers, the multi-processing server is not available
+   on Windows.
 
 Worker number calculation
 -------------------------
@@ -214,18 +224,12 @@ Needed RAM = #worker * ( (light_worker_ratio * light_worker_ram_estimation) + (h
 LiveChat
 --------
 
-In multiprocessing, a dedicated LiveChat worker is automatically started and
-listening on :option:`the gevent port <odoo-bin --gevent-port>` but
-the client will not connect to it.
-
-Instead you must have a proxy redirecting requests whose URL starts with
-``/websocket/`` to the gevent port. Other request should be proxied to
-the :option:`normal HTTP port <odoo-bin --http-port>`
-
-To achieve such a thing, you'll need to deploy a reverse proxy in front of Odoo,
-like nginx or apache. When doing so, you'll need to forward some more http Headers
-to Odoo, and activate the proxy_mode in Odoo configuration to have Odoo read those
-headers.
+In multi-processing, a dedicated LiveChat worker is automatically started and listens on
+the :option:`--gevent-port <odoo-bin --gevent-port>`. By default, the HTTP requests will keep
+accessing the normal HTTP workers instead of the LiveChat one. You must deploy a proxy in front of
+Odoo and redirect incoming requests whose path starts with ``/websocket/`` to the LiveChat worker.
+You must also start Odoo in :option:`--proxy-mode <odoo-bin --proxy-mode>` so it uses the real
+client headers (such as hostname, scheme, and IP) instead of the proxy ones.
 
 Configuration sample
 --------------------
@@ -238,7 +242,7 @@ Configuration sample
 * We'll use 8 workers + 1 for cron. We'll also use a monitoring system to measure cpu load, and check if it's between 7 and 7.5 .
 * RAM = 9 * ((0.8*150) + (0.2*1024)) ~= 3Go RAM for Odoo
 
-in ``/etc/odoo.conf``:
+in :ref:`the configuration file <reference/cmdline/config_file>`:
 
 .. code-block:: ini
 
@@ -273,7 +277,7 @@ Configuration sample
 * Redirect http requests to https
 * Proxy requests to odoo
 
-in ``/etc/odoo.conf`` set:
+in :ref:`the configuration file <reference/cmdline/config_file>` set:
 
 .. code-block:: ini
 
@@ -326,21 +330,27 @@ in ``/etc/nginx/sites-enabled/odoo.conf`` set:
       proxy_pass http://odoochat;
       proxy_set_header Upgrade $http_upgrade;
       proxy_set_header Connection $connection_upgrade;
-      proxy_set_header X-Forwarded-Host $host;
+      proxy_set_header X-Forwarded-Host $http_host;
       proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
       proxy_set_header X-Forwarded-Proto $scheme;
       proxy_set_header X-Real-IP $remote_addr;
+
+      add_header Strict-Transport-Security "max-age=31536000; includeSubDomains";
+      proxy_cookie_flags session_id samesite=lax secure;  # requires nginx 1.19.8
     }
 
     # Redirect requests to odoo backend server
     location / {
       # Add Headers for odoo proxy mode
-      proxy_set_header X-Forwarded-Host $host;
+      proxy_set_header X-Forwarded-Host $http_host;
       proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
       proxy_set_header X-Forwarded-Proto $scheme;
       proxy_set_header X-Real-IP $remote_addr;
       proxy_redirect off;
       proxy_pass http://odoo;
+
+      add_header Strict-Transport-Security "max-age=31536000; includeSubDomains";
+      proxy_cookie_flags session_id samesite=lax secure;  # requires nginx 1.19.8
     }
 
     # common gzip
@@ -348,6 +358,31 @@ in ``/etc/nginx/sites-enabled/odoo.conf`` set:
     gzip on;
   }
 
+HTTPS Hardening
+---------------
+
+Add the `Strict-Transport-Security` header to all requests, in order to prevent
+browsers from ever sending a plain HTTP request to this domain. You will need
+to maintain a working HTTPS service with a valid certificate on this domain at
+all times, otherwise your users will see security alerts or be entirely unable
+to access it.
+
+Force HTTPS connections during a year for every visitor in NGINX with the line:
+
+.. code-block:: nginx
+
+  add_header Strict-Transport-Security "max-age=31536000; includeSubDomains";
+
+Additional configuration can be defined for the `session_id` cookie. The `Secure`
+flag can be added to ensure it is never transmitted over HTTP and `SameSite=Lax`
+to prevent authenticated `CSRF`_.
+
+.. code-block:: nginx
+
+  # requires nginx 1.19.8
+  proxy_cookie_flags session_id samesite=lax secure;
+
+
 Odoo as a WSGI Application
 ==========================
 
@@ -364,38 +399,30 @@ of workers anymore it can not setup cron or livechat workers
 Cron Workers
 ------------
 
-To run cron jobs for an Odoo deployment as a WSGI application requires
+Starting one of the built-in Odoo servers next to the WSGI server is required to process cron jobs.
+That server must be configured to only process crons and not HTTP requests using the
+:option:`--no-http <odoo-bin --no-http>` cli option or the ``http_enable = False`` configuration
+file setting.
 
-* A classical Odoo (run via ``odoo-bin``)
-* Connected to the database in which cron jobs have to be run (via
-  :option:`odoo-bin -d`)
-* Which should not be exposed to the network. To ensure cron runners are not
-  network-accessible, it is possible to disable the built-in HTTP server
-  entirely with :option:`odoo-bin --no-http` or setting ``http_enable = False``
-  in the configuration file
+On Linux-like systems, using the multi-processing server over the multi-threading one is recommended
+to benefit from better hardware usage and increased stability, i.e., using
+the :option:`--workers=-1 <odoo-bin --workers>` and :option:`--max-cron-threads=n
+<odoo-bin --max-cron-threads>` cli options.
 
 LiveChat
 --------
 
-The second problematic subsystem for WSGI deployments is the LiveChat: where
-most HTTP connections are relatively short and quickly free up their worker
-process for the next request, LiveChat require a long-lived connection for
-each client in order to implement near-real-time notifications.
+Using a gevent-compatible WSGI server is required for the correct operation of the live chat
+feature. That server should be able to handle many simultaneous long-lived connections but doesn't
+need a lot of processing power. All requests whose path starts with ``/websocket/`` should be
+directed to that server. A regular (thread/process-based) WSGI server should be used for all other
+requests.
 
-This is in conflict with the process-based worker model, as it will tie
-up worker processes and prevent new users from accessing the system. However,
-those long-lived connections do very little and mostly stay parked waiting for
-notifications.
-
-The solutions to support livechat/motifications in a WSGI application are:
-
-* Deploy a threaded version of Odoo (instead of a process-based preforking
-  one) and redirect only requests to URLs starting with ``/websocket/`` to
-  that Odoo, this is the simplest and the websocket URL can double up as the cron
-  instance.
-* Deploy an evented Odoo via ``odoo-gevent`` and proxy requests starting
-  with ``/websocket/`` to
-  :option:`the gevent port <odoo-bin --gevent-port>`.
+The Odoo cron server can also be used to serve the live chat requests. Just drop
+the :option:`--no-http <odoo-bin --no-http>` cli option from the cron server and make sure requests
+whose path starts with ``/websocket/`` are directed to this server, either on
+the :option:`--http-port <odoo-bin --http-port>` (multi-threading server) or on
+the :option:`--gevent-port <odoo-bin --gevent-port>` (multi-processing server).
 
 .. _deploy/streaming:
 
@@ -413,51 +440,71 @@ Odoo static files are located in each module's :file:`static/` folder, so static
 by intercepting all requests to :samp:`/{MODULE}/static/{FILE}`, and looking up the right module
 (and file) in the various addons paths.
 
-.. example::
-   Say Odoo has been installed via the **debian packages** for Community and Enterprise and the
-   :option:`--addons-path <odoo-bin --addons-path>` is ``'/usr/lib/python3/dist-packages/odoo/addons'``.
+It is recommended to set the ``Content-Security-Policy: default-src 'none'`` header on all images
+delivered by the web server. It is not strictly necessary as users cannot modify/inject content
+inside of modules' :file:`static/` folder and existing images are final (they do not fetch new
+resources by themselves). However, it is good practice.
 
-   Using the above NGINX (https) configuration, the following location block should be added to
-   serve static files via NGINX.
+Using the above NGINX (https) configuration, the following ``map`` and ``location`` blocks should be
+added to serve static files via NGINX.
 
-   .. code-block:: nginx
+.. code-block:: nginx
 
-       location @odoo {
-           # copy-paste the content of the / location block
-       }
+    map $sent_http_content_type $content_type_csp {
+        default "";
+        ~image/ "default-src 'none'";
+    }
 
-       # Serve static files right away
-       location ~ ^/[^/]+/static/.+$ {
-           root /usr/lib/python3/dist-packages/odoo/addons;
-           try_files $uri @odoo;
-           expires 24h;
-       }
+    server {
+        # the rest of the configuration
+
+        location @odoo {
+            # copy-paste the content of the / location block
+        }
+
+        # Serve static files right away
+        location ~ ^/[^/]+/static/.+$ {
+            # root and try_files both depend on your addons paths
+            root ...;
+            try_files ... @odoo;
+            expires 24h;
+            add_header Content-Security-Policy $content_type_csp;
+        }
+    }
+
+The actual ``root`` and ``try_files`` directives are dependant on your installation, specifically on
+your :option:`--addons-path <odoo-bin --addons-path>`.
 
 .. example::
-   Say Odoo has been installed via the **source**. The two git repositories for Community and
-   Enterprise have been cloned in :file:`/opt/odoo/community` and :file:`/opt/odoo/enterprise`
-   respectively and the :option:`--addons-path <odoo-bin --addons-path>` is
-   ``'/opt/odoo/community/odoo/addons,/opt/odoo/community/addons,/opt/odoo/enterprise'``.
 
-   Using the above NGINX (https) configuration, the following location block should be added to
-   serve static files via NGINX.
+   .. tabs::
 
-   .. code-block:: nginx
+      .. group-tab:: Debian package
 
-       location @odoo {
-           # copy-paste the content of the / location block
-       }
+         Say Odoo has been installed via the **debian packages** for Community and Enterprise, and
+         that the :option:`--addons-path <odoo-bin --addons-path>` is
+         ``'/usr/lib/python3/dist-packages/odoo/addons'``.
 
-       # Serve static files right away
-       location ~ ^/[^/]+/static/.+$ {
-           root /opt/odoo;
-           try_files /community/odoo/addons$uri /community/addons$uri /enterprise$uri @odoo;
-           expires 24h;
-       }
+         The ``root`` and ``try_files`` should be:
 
-.. warning::
-   The actual NGINX configuration you need is highly dependent on your own installation. The two
-   above snippets only highlight two possible configurations and may not be used as-is.
+         .. code-block:: nginx
+
+            root /usr/lib/python3/dist-packages/odoo/addons;
+            try_files $uri @odoo;
+
+      .. group-tab:: Git sources
+
+         Say Odoo has been installed via the **sources**, that both the Community and Enterprise git
+         repositories were cloned in :file:`/opt/odoo/community` and :file:`/opt/odoo/enterprise`
+         respectively, and that the :option:`--addons-path <odoo-bin --addons-path>` is
+         ``'/opt/odoo/community/odoo/addons,/opt/odoo/community/addons,/opt/odoo/enterprise'``.
+
+         The ``root`` and ``try_files`` should be:
+
+         .. code-block:: nginx
+
+            root /opt/odoo;
+            try_files /community/odoo/addons$uri /community/addons$uri /enterprise$uri @odoo;
 
 Serving attachments
 -------------------
@@ -526,12 +573,12 @@ security-related topics:
 
 - Use appropriate database filters ( :option:`--db-filter <odoo-bin --db-filter>`)
   to restrict the visibility of your databases according to the hostname.
-  See :ref:`db_filter`.
+  See :ref:`dbfilter`.
   You may also use :option:`-d <odoo-bin -d>` to provide your own (comma-separated)
   list of available databases to filter from, instead of letting the system fetch
   them all from the database backend.
 
-- Once your ``db_name`` and ``db_filter`` are configured and only match a single database
+- Once your ``db_name`` and ``dbfilter`` are configured and only match a single database
   per hostname, you should set ``list_db`` configuration option to ``False``, to prevent
   listing databases entirely, and to block access to the database management screens
   (this is also exposed as the :option:`--no-database-list <odoo-bin --no-database-list>`
@@ -602,6 +649,10 @@ security-related topics:
 - Setup daily backups of your databases and filestore data, and copy them to a remote
   archiving server that is not accessible from the server itself.
 
+- Deploying Odoo on Linux is strongly recommended over Windows. Should you choose nevertheless
+  to deploy on a Windows platform, a thorough security hardening review of the server should be
+  conducted and is outside of the scope of this guide.
+
 
 .. _login_brute_force:
 
@@ -671,7 +722,7 @@ management screens.
   the system administrator, including provisioning of new databases and automated backups.
 
 Be sure to setup an appropriate ``db_name`` parameter
-(and optionally, ``db_filter`` too) so that the system can determine the target database
+(and optionally, ``dbfilter`` too) so that the system can determine the target database
 for each request, otherwise users will be blocked as they won't be allowed to choose the
 database themselves.
 
@@ -727,6 +778,7 @@ Here are the supported browsers:
     environment than over the internet.
 
 .. _regular expression: https://docs.python.org/3/library/re.html
+.. _CSRF: https://en.wikipedia.org/wiki/Cross-site_request_forgery
 .. _ARP spoofing: https://en.wikipedia.org/wiki/ARP_spoofing
 .. _Nginx termination example:
     https://nginx.com/resources/admin-guide/nginx-ssl-termination/

content/administration/on_premise/geo_ip.rst

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

content/administration/on_premise/packages.rst

@@ -0,0 +1,167 @@
+===================
+Packaged installers
+===================
+
+Odoo provides packaged installers for Debian-based Linux distributions (Debian, Ubuntu, etc.),
+RPM-based Linux distributions (Fedora, CentOS, RHEL, etc.), and Windows for the Community and
+Enterprise editions.
+
+Official **Community** nightly packages with all relevant dependency requirements are available on
+the `nightly server <https://nightly.odoo.com>`_.
+
+.. note::
+   Nightly packages may be difficult to keep up to date.
+
+Official **Community** and **Enterprise** packages can be downloaded from the `Odoo download page
+<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.
+
+.. _install/packages/linux:
+
+Linux
+=====
+
+Prepare
+-------
+
+Odoo needs a `PostgreSQL <https://www.postgresql.org/>`_ server to run properly.
+
+.. tabs::
+
+   .. group-tab:: Debian/Ubuntu
+
+      The default configuration for the Odoo 'deb' package is to use the PostgreSQL server on the
+      same host as the Odoo instance. Execute the following command to install the PostgreSQL
+      server:
+
+      .. code-block:: console
+
+         $ sudo apt install postgresql -y
+
+   .. group-tab:: Fedora
+
+      Make sure that the `sudo` command is available and well configured and, only then, execute the
+      following command to install the PostgreSQL server:
+
+      .. code-block:: console
+
+         $ sudo dnf install -y postgresql-server
+         $ sudo postgresql-setup --initdb --unit postgresql
+         $ sudo systemctl enable postgresql
+         $ sudo systemctl start postgresql
+
+.. warning::
+   `wkhtmltopdf` is not installed through **pip** and must be installed manually in `version 0.12.6
+   <https://github.com/wkhtmltopdf/packaging/releases/tag/0.12.6.1-3>`_ for it to support headers
+   and footers. Check out the `wkhtmltopdf wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_
+   for more details on the various versions.
+
+Repository
+----------
+
+Odoo S.A. provides a repository that can be used to install the **Community** edition by executing
+the following commands:
+
+.. tabs::
+
+   .. group-tab:: Debian/Ubuntu
+
+      .. code-block:: console
+
+         $ wget -q -O - https://nightly.odoo.com/odoo.key | sudo gpg --dearmor -o /usr/share/keyrings/odoo-archive-keyring.gpg
+         $ echo 'deb [signed-by=/usr/share/keyrings/odoo-archive-keyring.gpg] https://nightly.odoo.com/{CURRENT_MAJOR_BRANCH}/nightly/deb/ ./' | sudo tee /etc/apt/sources.list.d/odoo.list
+         $ sudo apt-get update && sudo apt-get install odoo
+
+      Use the usual `apt-get upgrade` command to keep the installation up-to-date.
+
+   .. group-tab:: Fedora
+
+      .. code-block:: console
+
+         $ sudo dnf config-manager --add-repo=https://nightly.odoo.com/{CURRENT_MAJOR_BRANCH}/nightly/rpm/odoo.repo
+         $ sudo dnf install -y odoo
+         $ sudo systemctl enable odoo
+         $ sudo systemctl start odoo
+
+.. note::
+   Currently, there is no nightly repository for the Enterprise edition.
+
+Distribution package
+--------------------
+
+Instead of using the repository, packages for both the **Community** and **Enterprise** editions can
+be downloaded from the `Odoo download page <https://www.odoo.com/page/download>`_.
+
+.. tabs::
+
+   .. group-tab:: Debian/Ubuntu
+
+      .. note::
+         Odoo {CURRENT_MAJOR_VERSION} 'deb' package currently supports `Debian Buster
+         <https://www.debian.org/releases/buster/>`_ and `Ubuntu 18.04
+         <https://releases.ubuntu.com/18.04>`_ or above.
+
+      Once downloaded, execute the following commands **as root** to install Odoo as a service,
+      create the necessary PostgreSQL user, and automatically start the server:
+
+      .. code-block:: console
+
+         # dpkg -i <path_to_installation_package> # this probably fails with missing dependencies
+         # apt-get install -f # should install the missing dependencies
+         # dpkg -i <path_to_installation_package>
+
+      .. warning::
+         - The `python3-xlwt` Debian package, needed to export into the XLS format, does not exist
+           in Debian Buster nor Ubuntu 18.04. If needed, install it manually with the following:
+
+           .. code-block:: console
+
+              $ sudo pip3 install xlwt
+
+         - The `num2words` Python package - needed to render textual amounts - does not exist in
+           Debian Buster nor Ubuntu 18.04, which could cause problems with the `l10n_mx_edi` module.
+           If needed, install it manually with the following:
+
+           .. code-block:: console
+
+              $ sudo pip3 install num2words
+
+   .. group-tab:: Fedora
+
+      .. note::
+         Odoo {CURRENT_MAJOR_VERSION} 'rpm' package supports Fedora 36.
+
+      Once downloaded, the package can be installed using the 'dnf' package manager:
+
+      .. code-block:: console
+
+         $ sudo dnf localinstall odoo_{CURRENT_MAJOR_BRANCH}.latest.noarch.rpm
+         $ sudo systemctl enable odoo
+         $ sudo systemctl start odoo
+
+.. _install/packages/windows:
+
+Windows
+=======
+
+   .. warning::
+      Windows packaging is offered for the convenience of testing or running single-user local
+      instances but production deployment is discouraged due to a number of limitations and risks
+      associated with deploying Odoo on a Windows platform.
+
+#. Download the installer from the `nightly server <https://nightly.odoo.com>`_ (Community only) or
+   the Windows installer from the `Odoo download page <https://www.odoo.com/page/download>`_ (any
+   edition.
+#. Execute the downloaded file.
+
+   .. warning::
+      On Windows 8 and later, a warning titled *Windows protected your PC* may be displayed. Click
+      **More Info** and then **Run anyway** to proceed.
+
+#. Accept the `UAC <https://en.wikipedia.org/wiki/User_Account_Control>`_ prompt.
+#. Go through the installation steps.
+
+Odoo launches automatically at the end of the installation.

content/administration/on_premise/source.rst

@@ -0,0 +1,487 @@
+==============
+Source install
+==============
+
+The source 'installation' is not about installing Odoo but running it directly from the source
+instead.
+
+Using the Odoo source can be more convenient for module developers as it is more easily accessible
+than using packaged installers.
+
+It makes starting and stopping Odoo more flexible and explicit than the services set up by the
+packaged installers. Also, it allows overriding settings using :ref:`command-line parameters
+<reference/cmdline>` without needing to edit a configuration file.
+
+Finally, it provides greater control over the system's setup and allows to more easily keep (and
+run) multiple versions of Odoo side-by-side.
+
+Fetch the sources
+-----------------
+
+There are two ways to obtain the source code of Odoo: as a ZIP **archive** or through **Git**.
+
+Archive
+~~~~~~~
+
+Community edition:
+
+- `Odoo download page <https://www.odoo.com/page/download>`_
+- `GitHub Community repository <https://github.com/odoo/odoo>`_
+- `Nightly server <https://nightly.odoo.com>`_
+
+Enterprise edition:
+
+- `Odoo download page <https://www.odoo.com/page/download>`_
+- `GitHub Enterprise repository <https://github.com/odoo/enterprise>`_
+
+.. _install/source/git:
+
+Git
+~~~
+
+.. note::
+   It is required to have `Git <https://git-scm.com/>`_ installed, and it is recommended to have a
+   basic knowledge of Git commands to proceed.
+
+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/getting_started>`.
+
+.. tabs::
+
+   .. group-tab:: Linux
+
+      .. tabs::
+
+         .. tab:: Clone with HTTPS
+
+            .. code-block:: console
+
+               $ git clone https://github.com/odoo/odoo.git
+               $ git clone https://github.com/odoo/enterprise.git
+
+         .. tab:: Clone with SSH
+
+            .. code-block:: console
+
+               $ git clone git@github.com:odoo/odoo.git
+               $ git clone git@github.com:odoo/enterprise.git
+
+   .. group-tab:: Windows
+
+      .. tabs::
+
+         .. tab:: Clone with HTTPS
+
+            .. code-block:: doscon
+
+               C:\> git clone https://github.com/odoo/odoo.git
+               C:\> git clone https://github.com/odoo/enterprise.git
+
+         .. tab:: Clone with SSH
+
+            .. code-block:: doscon
+
+               C:\> git clone git@github.com:odoo/odoo.git
+               C:\> git clone git@github.com:odoo/enterprise.git
+
+   .. group-tab:: Mac OS
+
+      .. tabs::
+
+         .. tab:: Clone with HTTPS
+
+            .. code-block:: console
+
+               $ git clone https://github.com/odoo/odoo.git
+               $ git clone https://github.com/odoo/enterprise.git
+
+         .. tab:: Clone with SSH
+
+            .. code-block:: console
+
+               $ git clone git@github.com:odoo/odoo.git
+               $ git clone git@github.com:odoo/enterprise.git
+
+.. note::
+   **The Enterprise git repository does not contain the full Odoo source code**. It is only a
+   collection of extra add-ons. The main server code is in the Community edition. Running the
+   Enterprise version means running the server from the Community version with the `addons-path`
+   option set to the folder with the Enterprise edition. It is required to clone both the Community
+   and Enterprise repositories to have a working Odoo Enterprise installation.
+
+.. _install/source/prepare:
+
+Prepare
+-------
+
+Python
+~~~~~~
+
+Odoo requires **Python 3.10** or later to run.
+
+.. versionchanged:: 17
+    Minimum requirement updated from Python 3.7 to Python 3.10.
+
+
+.. tabs::
+
+   .. group-tab:: Linux
+
+      Use a package manager to download and install Python 3 if needed.
+
+   .. group-tab:: Windows
+
+      `Download the latest version of Python 3 <https://www.python.org/downloads/windows/>`_ and
+      install it.
+
+      During installation, check **Add Python 3 to PATH**, then click **Customize Installation** and
+      make sure that **pip** is checked.
+
+   .. group-tab:: Mac OS
+
+      Use a package manager (`Homebrew <https://brew.sh/>`_, `MacPorts <https://www.macports.org>`_)
+      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
+   versions are not compatible with Odoo.
+
+   .. tabs::
+
+      .. group-tab:: Linux
+
+         .. code-block:: console
+
+            $ python3 --version
+
+      .. group-tab:: Windows
+
+         .. code-block:: doscon
+
+            C:\> python --version
+
+      .. group-tab:: Mac OS
+
+         .. code-block:: console
+
+            $ python3 --version
+
+   Verify that `pip <https://pip.pypa.io>`_ is also installed for this version.
+
+   .. tabs::
+
+      .. group-tab:: Linux
+
+         .. code-block:: console
+
+            $ pip3 --version
+
+      .. group-tab:: Windows
+
+         .. code-block:: doscon
+
+            C:\> pip --version
+
+      .. group-tab:: Mac OS
+
+         .. code-block:: console
+
+            $ pip3 --version
+
+PostgreSQL
+~~~~~~~~~~
+
+Odoo uses PostgreSQL as its database management system.
+
+.. tabs::
+
+   .. group-tab:: Linux
+
+      Use a package manager to download and install PostgreSQL (supported versions: 12.0 or above).
+      It can be achieved by executing the following:
+
+      .. code-block:: console
+
+         $ sudo apt install postgresql postgresql-client
+
+   .. group-tab:: Windows
+
+      `Download PostgreSQL <https://www.postgresql.org/download/windows>`_ (supported versions: 12.0
+      or above) and install it.
+
+   .. group-tab:: Mac OS
+
+      Use `Postgres.app <https://postgresapp.com>`_ to download and install PostgreSQL (supported
+      version: 12.0 or above).
+
+      .. tip::
+         To make the command line tools bundled with Postgres.app available, make sure to set up the
+         `$PATH` variable by following the `Postgres.app CLI tools instructions
+         <https://postgresapp.com/documentation/cli-tools.html>`_.
+
+By default, the only user is `postgres`. As Odoo forbids connecting as `postgres`, create a new
+PostgreSQL user.
+
+.. tabs::
+
+   .. group-tab:: Linux
+
+      .. code-block:: console
+
+         $ sudo -u postgres createuser -d -R -S $USER
+         $ createdb $USER
+
+      .. note::
+         Because the PostgreSQL user has the same name as the Unix login, it is possible to connect
+         to the database without a password.
+
+   .. group-tab:: Windows
+
+      #. Add PostgreSQL's `bin` directory (by default:
+         :file:`C:\\Program Files\\PostgreSQL\\<version>\\bin`) to the `PATH`.
+      #. Create a postgres user with a password using the pg admin gui:
+
+         #. Open **pgAdmin**.
+         #. Double-click the server to create a connection.
+         #. Select :menuselection:`Object --> Create --> Login/Group Role`.
+         #. Enter the username in the **Role Name** field (e.g., `odoo`).
+         #. Open the **Definition** tab, enter a password (e.g., `odoo`), and click **Save**.
+         #. Open the **Privileges** tab and switch **Can login?** to `Yes` and **Create database?**
+            to `Yes`.
+
+   .. group-tab:: Mac OS
+
+      .. code-block:: console
+
+         $ sudo -u postgres createuser -d -R -S $USER
+         $ createdb $USER
+
+      .. note::
+         Because the PostgreSQL user has the same name as the Unix login, it is possible to connect
+         to the database without a password.
+
+.. _install/dependencies:
+
+Dependencies
+~~~~~~~~~~~~
+
+.. tabs::
+
+   .. group-tab:: Linux
+
+      Using **distribution packages** is the preferred way of installing dependencies.
+      Alternatively, install the Python dependencies with **pip**.
+
+      .. tabs::
+
+         .. 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 /CommunityPath
+               $ sed -n -e '/^Depends:/,/^Pre/ s/ python3-\(.*\),/python3-\1/p' debian/control | sudo xargs apt-get install -y
+
+         .. tab:: Install with pip
+
+            As some of the Python packages need a compilation step, they require system libraries to
+            be installed.
+
+            On Debian/Ubuntu, the following command should install these required libraries:
+
+            .. code-block:: console
+
+               $ sudo apt install python3-pip libldap2-dev libpq-dev libsasl2-dev
+
+            Odoo dependencies are listed in the :file:`requirements.txt` file located at the root of
+            the Odoo Community directory.
+
+            .. note::
+               The Python packages in :file:`requirements.txt` are based on their stable/LTS
+               Debian/Ubuntu corresponding version at the moment of the Odoo release. For example,
+               for Odoo 15.0, the `python3-babel` package version is 2.8.0 in Debian Bullseye and
+               2.6.0 in Ubuntu Focal. The lowest version is then chosen in the
+               :file:`requirements.txt`.
+
+            .. tip::
+               It can be preferable not to mix Python module packages between different instances of
+               Odoo or with the system. However, it is possible to use `virtualenv
+               <https://pypi.org/project/virtualenv/>`_ to create isolated Python environments.
+
+            Navigate to the path of the Odoo Community installation (:file:`CommunityPath`) and run
+            **pip** on the requirements file to install the requirements for the current user.
+
+            .. code-block:: console
+
+               $ cd /CommunityPath
+               $ pip install -r requirements.txt
+
+   .. group-tab:: Windows
+
+      Before installing the dependencies, download and install the `Build Tools for Visual
+      Studio <https://visualstudio.microsoft.com/downloads/>`_. Select **C++ build tools** in the
+      **Workloads** tab and install them when prompted.
+
+      Odoo dependencies are listed in the `requirements.txt` file located at the root of the Odoo
+      Community directory.
+
+         .. tip::
+            It can be preferable not to mix Python module packages between different instances of
+            Odoo or with the system. However, it is possible to use `virtualenv
+            <https://pypi.org/project/virtualenv/>`_ to create isolated Python environments.
+
+      Navigate to the path of the Odoo Community installation (`CommunityPath`) and run **pip** on
+      the requirements file in a terminal **with Administrator privileges**:
+
+      .. code-block:: doscon
+
+         C:\> cd \CommunityPath
+         C:\> pip install setuptools wheel
+         C:\> pip install -r requirements.txt
+
+   .. group-tab:: Mac OS
+
+      Odoo dependencies are listed in the `requirements.txt` file located at the root of the Odoo
+      Community directory.
+
+         .. tip::
+            It can be preferable not to mix Python module packages between different instances of
+            Odoo or with the system. However, it is possible to use `virtualenv
+            <https://pypi.org/project/virtualenv/>`_ to create isolated Python environments.
+
+      Navigate to the path of the Odoo Community installation (`CommunityPath`) and run **pip** on
+      the requirements file:
+
+      .. code-block:: console
+
+         $ cd /CommunityPath
+         $ pip3 install setuptools wheel
+         $ pip3 install -r requirements.txt
+
+      .. warning::
+         Non-Python dependencies must be installed with a package manager (`Homebrew
+         <https://brew.sh/>`_, `MacPorts <https://www.macports.org>`_).
+
+         #. Download and install the **Command Line Tools**:
+
+            .. code-block:: console
+
+               $ xcode-select --install
+
+         #. Use the package manager to install non-Python dependencies.
+
+.. note::
+   For languages using a **right-to-left interface** (such as Arabic or Hebrew), the `rtlcss`
+   package is required.
+
+   .. tabs::
+
+      .. group-tab:: Linux
+
+         #. Download and install **nodejs** and **npm** with a package manager.
+         #. Install `rtlcss`:
+
+            .. code-block:: console
+
+               $ sudo npm install -g rtlcss
+
+      .. group-tab:: Windows
+
+         #. Download and install `nodejs <https://nodejs.org/en/download>`_.
+         #. Install `rtlcss`:
+
+            .. code-block:: doscon
+
+               C:\> npm install -g rtlcss
+
+         #. Edit the system environment's variable `PATH` to add the folder where `rtlcss.cmd` is
+            located (typically: :file:`C:\\Users\\<user>\\AppData\\Roaming\\npm\\`).
+
+      .. group-tab:: Mac OS
+
+         #. Download and install **nodejs** with a package manager (`Homebrew <https://brew.sh/>`_,
+            `MacPorts <https://www.macports.org>`_).
+         #. Install `rtlcss`:
+
+            .. code-block:: console
+
+               $ sudo npm install -g rtlcss
+
+.. warning::
+   `wkhtmltopdf` is not installed through **pip** and must be installed manually in `version 0.12.6
+   <https://github.com/wkhtmltopdf/packaging/releases/tag/0.12.6.1-3>`_ for it to support headers
+   and footers. Check out the `wkhtmltopdf wiki <https://github.com/odoo/odoo/wiki/Wkhtmltopdf>`_
+   for more details on the various versions.
+
+.. _install/source/running_odoo:
+
+Running Odoo
+------------
+
+Once all dependencies are set up, Odoo can be launched by running `odoo-bin`, the command-line
+interface of the server. It is located at the root of the Odoo Community directory.
+
+To configure the server, either specify :ref:`command-line arguments <reference/cmdline/server>` or
+a :ref:`configuration file <reference/cmdline/config>`.
+
+.. tip::
+   For the Enterprise edition, add the path to the `enterprise` add-ons to the `addons-path`
+   argument. Note that it must come before the other paths in `addons-path` for add-ons to be loaded
+   correctly.
+
+Common necessary configurations are:
+
+- PostgreSQL user and password.
+- Custom addon paths beyond the defaults to load custom modules.
+
+A typical way to run the server would be:
+
+.. tabs::
+
+   .. group-tab:: Linux
+
+      .. code-block:: console
+
+         $ cd /CommunityPath
+         $ python3 odoo-bin --addons-path=addons -d mydb
+
+      Where `CommunityPath` is the path of the Odoo Community installation, and `mydb` is the name
+      of the PostgreSQL database.
+
+   .. group-tab:: Windows
+
+      .. code-block:: doscon
+
+         C:\> cd CommunityPath/
+         C:\> python odoo-bin -r dbuser -w dbpassword --addons-path=addons -d mydb
+
+      Where `CommunityPath` is the path of the Odoo Community installation, `dbuser` is the
+      PostgreSQL login, `dbpassword` is the PostgreSQL password, and `mydb` is the name of the
+      PostgreSQL database.
+
+   .. group-tab:: Mac OS
+
+      .. code-block:: console
+
+         $ cd /CommunityPath
+         $ python3 odoo-bin --addons-path=addons -d mydb
+
+      Where `CommunityPath` is the path of the Odoo Community installation, and `mydb` is the name
+      of the PostgreSQL database.
+
+After the server has started (the INFO log `odoo.modules.loading: Modules loaded.` is printed), open
+http://localhost:8069 in a web browser and log into the Odoo database with the base administrator
+account: use `admin` as the email and, again, `admin` as the password.
+
+.. tip::
+   - From there, create and manage new :doc:`users <../../applications/general/users>`.
+   - The user account used to log into Odoo's web interface differs from the :option:`--db_user
+     <odoo-bin -r>` CLI argument.
+
+.. seealso::
+   :doc:`The list of CLI arguments for odoo-bin </developer/reference/cli>`

content/administration/on_premise/update.rst

@@ -46,7 +46,7 @@ Updating Odoo is accomplished by simply reinstalling the latest version of your
 Edition on top of your current installation. This will preserve your data without any alteration,
 as long as you do not uninstall PostgreSQL (the database engine that comes with Odoo).
 
-The main reference for updating is logically our :ref:`installation guide <setup/install>`,
+The main reference for updating is logically our :doc:`installation guide <../on_premise>`,
 which explains the common installation methods.
 
 Updating is also most appropriately accomplished by the person who deployed Odoo initially,
@@ -110,7 +110,7 @@ to replace the installation directory with a newer version. First download the l
 from Odoo.com. They are updated daily and include the latest security fixes (see step #1)
 After downloading the package, extract it to a temporary location on your server.
 
-You will get a folder labelled with the version of the source code, for example "odoo-13.0+e.20190719",
+You will get a folder labeled with the version of the source code, for example "odoo-13.0+e.20190719",
 that contains a folder "odoo.egg-info" and the actual source code folder named "odoo" (for Odoo 10
 and later) or "openerp" for older versions.
 You can ignore the odoo.egg-info folder. Locate the folder where your current installation is deployed,

content/administration/supported_versions.rst

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

content/administration/upgrade.rst

@@ -1,226 +1,372 @@
-:show-content:
-
-.. |assistance-contact| replace::
-   If you need Odoo assistance on this matter, please get in touch with your Odoo Account Manager or
-   our `Sales department`_.
-.. _Sales department: mailto:sales@odoo.com
-
 =======
 Upgrade
 =======
 
-.. toctree::
-   :titlesonly:
+.. _administration/upgrade:
 
-   upgrade/odoo_online
-   upgrade/odoo_sh
-   upgrade/on_premise
-   upgrade/faq
+An upgrade is the process of moving your database from an older version to a newer :doc:`supported
+version <supported_versions>` (e.g., Odoo 14.0 to Odoo 16.0). Frequently upgrading is essential as
+each version comes with new and improved features, bug fixes, and security patches.
 
-An upgrade is switching to a newer version of Odoo (e.g., Odoo 14.0 to Odoo 15.0).
+.. _upgrade_faq/rolling_release:
+
+.. spoiler:: Automatic upgrades: Odoo Online's Rolling Release process
+
+   The Rolling Release process allows Odoo Online customers to upgrade their database directly from
+   a message prompt sent to the database administrator as soon as a new version is released. The
+   invitation to upgrade is only sent if no issues are detected during the automatic tests.
+
+   .. image:: upgrade/rr-upgrade-message.png
+      :alt: The upgrade message prompt on the top right of the database
+
+   It is strongly recommended to manually :ref:`test the upgrade first <upgrade/test_your_db>`.
+   Clicking :guilabel:`I want to test first` redirects to `the database manager
+   <https://www.odoo.com/my/databases/>`_, where it is possible to request an upgraded test database
+   and check it for any discrepancies.
+
+   It is **not** recommended to click :guilabel:`Upgrade Now` without testing first, as it
+   immediately triggers the live production database upgrade.
+
+   If the Rolling Release process detects an issue with the upgrade, it will be deactivated until
+   the issue is resolved.
 
 An upgrade does not cover:
 
-* Changing :ref:`editions <upgrade-faq/editions-change>` (i.e., Community to Enterprise edition)
-* Switching :ref:`hosting type <upgrade-faq/hosting-types-switch>` (i.e., On-Premise to Odoo Online
-  or Odoo.sh)
-* Migration from another ERP to Odoo
+  - Downgrading to a previous version of Odoo
+  - :doc:`Switching editions <on_premise/community_to_enterprise>` (e.g., from Community to
+    Enterprise)
+  - :ref:`Changing hosting type <hosting/change-solution>` (e.g., from on-premise to Odoo Online)
+  - Migrating from another ERP to Odoo
 
-.. note:: |assistance-contact|
+.. warning::
+   If your database contains custom modules, it cannot be upgraded until a version of your custom
+   modules is available for the target version of Odoo. For customers maintaining their own custom
+   modules, we recommend to parallelize the process by :ref:`requesting an upgraded database
+   <upgrade/request-test-database>` while also :doc:`upgrading the source code of your custom
+   modules </developer/howtos/upgrade_custom_db>`.
 
-.. seealso::
-   - :ref:`upgrade/sla`
 
-.. _upgrade/process-workflow:
+Upgrading in a nutshell
+-----------------------
 
-Process workflow
-================
+#. Request an upgraded test database (see :ref:`obtaining an upgraded test database
+   <upgrade/request-test-database>`).
 
-The upgrade process in a nutshell:
+#. If applicable, upgrade the source code of your custom module to be compatible with the new
+   version of Odoo (see :doc:`/developer/howtos/upgrade_custom_db`).
 
-#. You create a test upgrade request.
-#. Odoo processes the request automatically by running the database through an upgrade script, which
-   takes between 20 and 120 minutes.
-#. Odoo delivers a test database.
-#. You test your database for possible discrepancies (see :ref:`upgrade/test-guidance`).
-#. If there are any discrepancies, you report them to the Upgrade support team via the help portal
-   (see :ref:`upgrade/test-assistance`).
-#. We fix the issues and send you a new test database.
-#. Once you have completed the testing and are happy with the result, you decide on a date and time
-   when you stop users from accessing Odoo, freeze all data entries, and create an upgrade request
-   for the production upgrade.
-#. Odoo delivers the production database through the automated process.
-#. You restore it in your Production environment a few short hours later and continue working on the
-   newly upgraded database (this is done automatically on Odoo Online).
+#. Thoroughly test the upgraded database (see :ref:`testing the new version of the database
+   <upgrade/test_your_db>`).
 
-.. seealso::
-   - :doc:`Upgrade process for Odoo Online <upgrade/odoo_online>`
-   - :doc:`Upgrade process for Odoo.sh <upgrade/odoo_sh>`
-   - :doc:`Upgrade process for On-Premise <upgrade/on_premise>`
+#. Report any issue encountered during the testing to Odoo via the `support page
+   <https://odoo.com/help?stage=migration>`__.
 
-.. _upgrade/testing-phase:
+#. Once all issues are resolved and you are confident that the upgraded database can be used as
+   your main database without any issues, plan the upgrade of your production database.
 
-Testing
-=======
+#. Request the upgrade for the production database, rendering it unavailable for the time it takes
+   to complete the process (see :ref:`upgrading the production database <upgrade/upgrade-prod>`).
 
-This phase allows you to review an upgraded version of your database without affecting your
-production database in any way. We suggest that you run the test upgrade process at least once, but
-you can do it as many times as you need (one at a time).
+#. Report any issue encountered during the upgrade to Odoo via the `support page
+   <https://odoo.com/help?stage=post_upgrade>`__.
 
-Once you receive your upgraded test database, check that all data, processes, and functionality are
-still correct and working as expected.
+.. _upgrade/request-test-database:
 
-If you do find discrepancies, :ref:`report your issues <upgrade/test-assistance>` and :ref:`request
-a new test database <upgrade/test-db-request>` when the reported issues are fixed in the upgrade
-script.
-
-If you do not find any discrepancies, you can move on to the upgrade of your production database.
-
-.. important::
-   A test database is only intended for testing and remains completely unrelated to your present or
-   future production database. Any data you add, or changes you make, will not be reflected in your
-   upgraded production database.
-
-.. note::
-   Test databases are neutered and features are disabled to prevent them from having an impact on
-   the production database:
-
-   #. The serial number of the database is modified (to prevent it from sending information as if it
-      was the production database).
-   #. The :ref:`base URL of the database <domain-name/web-base-url>` is reset to
-      ``http://localhost:8069`` and the email domain to ``localhost``.
-   #. Scheduled actions are disabled (the calendar synchronization, the bank statement
-      synchronization, the planned automated actions, the fetching of incoming mail servers, etc.).
-   #. Outgoing mail servers are disabled by archiving the existing ones and adding a
-      fake/non-working one.
-   #. Payment providers and delivery carriers are reset to test environment.
-   #. Accounting localization Electronic Data Interchange (EDI) services are disabled.
-   #. A system parameter is set to tell the database has been neutered.
-
-.. _upgrade/test-db-request:
-
-Request a test database
-=======================
-
-Follow the instructions available per hosting type on the `website form
-<https://upgrade.odoo.com>`_ and select *Testing* purpose.
-
-.. image:: upgrade/test-purpose.png
-   :align: center
-   :alt: Selection of the "Testing" purpose in the upgrade form on Odoo
-
-.. _upgrade/test-guidance:
-
-Test guidance
-=============
-
-Every business and organization has its own operational needs and has to test its specific Odoo
-database individually. We recommend you look at `the test scenario
-<https://docs.google.com/document/d/1ypNs7JKPOsjNbKpdiKFH7Al6g6whZ9jr7f7duAQ5E1w/>`_ for further
-information.
-
-.. todo:: change link "test scenario" once the related doc is published
-
-.. _upgrade/test-assistance:
-
-Assistance
-----------
-
-If you encounter an issue in the **test database**, please get in touch with Odoo Upgrade Support
-via the `Odoo Support page <https://www.odoo.com/help>`_.
-
-Under the *Ticket Description* section, select *An issue related to my upgrade* ticket type.
-
-   .. image:: upgrade/test-assistance.png
-      :align: center
-      :alt: Selection of "An issue related to my upgrade" as Ticket Type in the support form on Odoo
-
-   .. warning::
-      If you choose another *Ticket Description* type, the request will be redirected to another
-      team. This will slow down the processing and response time.
-
-Please provide as much detail as you can (i.e., videos and screenshots to illustrate your issue).
-This will avoid clarifying questions and speed up the resolution process significantly.
-
-.. note::
-   * The purpose of the test phase is not to correct existing data or configurations in your
-     database.
-   * |assistance-contact|
-
-.. _upgrade/steps-production:
-
-The production launch
-=====================
-
-The production upgrade request is when you decide to upgrade your current database with all your
-production data (invoices, VAT returns, inventories, current orders) to a new version of your
-choice.
-
-After your :ref:`tests <upgrade/testing-phase>` are completed to your satisfaction, submit the
-request to upgrade your production database via our `website form <https://upgrade.odoo.com>`_.
-Select *Production* purpose.
-
-.. important::
-   Going into production without first testing may lead to:
-
-   - business interruptions (e.g., no longer having the possibility to validate an action)
-   - poor customer experiences (e.g., an eCommerce website that does not work correctly)
-
-.. _upgrade/production-assistance:
-
-Assistance
-----------
-
-If you encounter issues or problems in the **production database**, please get in touch with **Odoo
-Support**:
-
-#. Connect to our `Odoo Support page <https://www.odoo.com/help>`_.
-#. Under the *Ticket Description* section, select the appropriate type related to your issue but
-   **do not select** the option *An issue related to my upgrade*.
-
-   .. note::
-      After upgrading to production, the support will be provided by the Support team instead of the
-      Upgrade team.
-
-#. Please provide as much detail as you can (i.e., videos and screenshots to illustrate your issue).
-   This will avoid clarifying questions and speed up the resolution process significantly.
-
-   .. warning::
-      If you choose *An issue related to my upgrade* as ticket type, the request will be redirected
-      to another team than the support one and will slow down the processing and response time.
-
-.. _upgrade/assistance:
-
-Help
-====
-
-.. _upgrade/contact:
-
-Contact our upgrade service support
+Obtaining an upgraded test database
 -----------------------------------
 
-Should you have any more questions about the upgrade, do not hesitate to send a message to `Odoo
-Upgrade Team <mailto:upgrade@odoo.com>`_. We will be happy to answer it as soon as possible.
+The `Upgrade page <https://upgrade.odoo.com/>`_ is the main platform for requesting an upgraded
+database. However, depending on the hosting type, you can upgrade from the command line
+(on-premise), the `Odoo Online database manager <https://odoo.com/my/databases>`_, or your `Odoo.sh
+project <https://odoo.sh/project>`_.
 
-.. _upgrade/supported-versions:
+.. note::
+   The Upgrade platform follows the same `Privacy Policy <https://www.odoo.com/privacy>`_ as the
+   other Odoo.com services. Visit the `General Data Protection Regulation page
+   <https://www.odoo.com/gdpr>`_ to learn more about how Odoo handles your data and privacy.
 
-Supported versions
-------------------
+.. tabs::
 
-Please note that Odoo provides support and bug fixing only for the three last major versions of
-Odoo.
+   .. group-tab:: Odoo Online
 
-This is a factor to take into consideration before upgrading. If you are on an older version, we
-suggest you to prefer the most recent version to benefit from longer support (before having to
-upgrade again).
+      Odoo Online databases can be manually upgraded via the `database manager
+      <https://odoo.com/my/databases>`_.
+
+      The database manager displays all databases associated with the user's account. Databases
+      not on the most recent version of Odoo display an arrow in a circle icon next to their name,
+      indicating that they can be upgraded.
+
+      .. image:: upgrade/databases-page.png
+         :alt: The database manager with an upgrade button next to the name of a database.
+
+      Click the **arrow in a circle** icon to start the upgrade process. In the popup, fill in:
+
+      - The **version** of Odoo you want to upgrade to, usually the latest version
+      - The **email** address that should receive the link to the upgraded database
+      - The :guilabel:`Purpose` of the upgrade, which is automatically set to :guilabel:`Test` for
+        your first upgrade request
+
+      .. image:: upgrade/upgrade-popup.png
+         :alt: The "Upgrade your database" popup.
+
+      The :guilabel:`Upgrade in progress` tag is displayed next to the database name until
+      completion. Once the process succeeds, an email containing a link to the upgraded test
+      database is sent to the address provided. The database can also be accessed from the database
+      manager by clicking the dropdown arrow before the database name.
+
+      .. image:: upgrade/access-upgraded-db.png
+         :alt: Clicking the menu arrow displays the upgraded test database.
+
+   .. group-tab:: Odoo.sh
+
+      Odoo.sh is integrated with the upgrade platform to simplify the upgrade process.
+
+      .. image:: upgrade/odoo-sh-staging.png
+         :alt: Odoo.sh project and tabs
+
+      The **latest production daily automatic backup** is then sent to the `upgrade platform
+      <https://upgrade.odoo.com>`_.
+
+      Once the upgrade platform is done upgrading the backup and uploading it on the branch, it is
+      put in a **special mode**: each time a **commit is pushed** on the branch, a **restore
+      operation** of the upgraded backup and an **update of all the custom modules** occur. This
+      allows you to test your custom modules on a pristine copy of the upgraded database. The log
+      file of the upgrade process can be found in your newly upgraded staging build by going to
+      :file:`~/logs/upgrade.log`.
+
+      .. important::
+         In databases where custom modules are installed, their source code must be up-to-date with
+         the target version of Odoo before the upgrade can be performed. If there are none, the
+         "update on commit" mode is skipped, the upgraded database is built as soon as it is
+         transferred from the upgrade platform, and the upgrade mode is exited.
+
+         Check out the :doc:`/developer/howtos/upgrade_custom_db` page for more information.
+
+   .. group-tab:: On-premise
+
+      The standard upgrade process can be initiated by entering the following command line on the
+      machine where the database is hosted:
+
+      .. code-block:: console
+
+         $ python <(curl -s https://upgrade.odoo.com/upgrade) test -d <your db name> -t <target version>
+
+      The following command can be used to display the general help and the main commands:
+
+      .. code-block:: console
+
+         $ python <(curl -s https://upgrade.odoo.com/upgrade) --help
+
+      An upgraded test database can also be requested via the `Upgrade page
+      <https://upgrade.odoo.com/>`_.
+
+      .. important::
+         In databases where custom modules are installed, their source code must be up-to-date with
+         the target version of Odoo before the upgrade can be performed. Check out the
+         :doc:`/developer/howtos/upgrade_custom_db` page for more information.
+
+      .. note::
+         - For security reasons, only the person who submitted the upgrade request can download it.
+         - For storage reasons, the database's copy is submitted without a filestore to the upgrade
+           server. Therefore, the upgraded database does not contain the production filestore.
+         - Before restoring the upgraded database, its filestore must be merged with the production
+           filestore to be able to perform tests in the same conditions as it would be in the new
+           version.
+         - The upgraded database contains:
+
+           - A `dump.sql` file containing the upgraded database
+           - A `filestore` folder containing files extracted from in-database records into
+             attachments (if there are any) and new standard Odoo files from the targeted Odoo
+             version (e.g., new images, icons, payment provider's logos, etc.).
+             This is the folder that should be merged with the production filestore
+             in order to get the full upgraded filestore.
+
+.. note::
+   You can request multiple test databases if you wish to test an upgrade more than once.
+
+.. _upgrade/upgrade_report:
+
+.. note::
+   When an upgrade request is completed, an upgrade report is attached to the successful upgrade
+   email, and it becomes available in the Discuss app for users who are part of the "Administration
+   / Settings" group. This report provides important information about the changes introduced by
+   the new version.
+
+.. _upgrade/test_your_db:
+
+Testing the new version of the database
+---------------------------------------
+
+It is essential to spend some time testing the upgraded test database to ensure that you are not
+stuck in your day-to-day activities by a change in views, behavior, or an error message once the
+upgrade goes live.
+
+.. note::
+   Test databases are neutralized, and some features are disabled to prevent them from impacting the
+   production database:
+
+   #. Scheduled actions are disabled.
+   #. Outgoing mail servers are disabled by archiving the existing ones and adding a fake one.
+   #. Payment providers and delivery carriers are reset to the test environment.
+   #. Bank synchronization is disabled. Should you want to test the synchronization, contact your
+      bank synchronization provider to get sandbox credentials.
+
+Testing as many of your business flows as possible is strongly recommended to ensure they are
+working correctly and to get more familiar with the new version.
+
+.. admonition:: Basic test checklist
+
+   - Are there views that are deactivated in your test database but active in your production
+     database?
+   - Are your usual views still displayed correctly?
+   - Are your reports (invoice, sales order, etc.) correctly generated?
+   - Are your website pages working correctly?
+   - Are you able to create and modify records? (sales orders, invoices, purchases, users, contacts,
+     companies, etc.)
+   - Are there any issues with your mail templates?
+   - Are there any issues with saved translations?
+   - Are your search filters still present?
+   - Can you export your data?
+
+.. spoiler:: Example of end-to-end testing
+
+   - Checking a random product in your product catalog and comparing its test and production data to
+     verify everything is the same (product category, selling price, cost price, vendor, accounts,
+     routes, etc.).
+   - Buying this product (Purchase app).
+   - Confirming the reception of this product (Inventory app).
+   - Checking if the route to receive this product is the same in your production database
+     (Inventory app).
+   - Selling this product (Sales app) to a random customer.
+   - Opening your customer database (Contacts app), selecting a customer (or company), and checking
+     its data.
+   - Shipping this product (Inventory app).
+   - Checking if the route to ship this product is the same as in your production database
+     (Inventory app).
+   - Validating a customer invoice (Invoicing or Accounting app).
+   - Crediting the invoice (issuing a credit note) and checking if it behaves as in your production
+     database.
+   - Checking your reports' results (Accounting app).
+   - Randomly checking your taxes, currencies, bank accounts, and fiscal year (Accounting app).
+   - Making an online order (Website apps) from the product selection in your shop until the
+     checkout process and checking if everything behaves as in your production database.
+
+   This list is **not** exhaustive. Extend the example to your other apps based on your use of Odoo.
+
+If you face an issue while testing your upgraded test database, you can request the assistance of
+Odoo via the `support page <https://odoo.com/help?stage=migration>`__ by selecting the option
+related to testing the upgrade. In any case, it is essential to report any
+problem encountered during the testing to fix it before upgrading your production database.
+
+You might encounter significant differences with standard views, features, fields, and models during
+testing. Those changes cannot be reverted on a case-by-case basis. However, if a change introduced
+by a new version breaks a customization, it is the responsibility of the maintainer of your custom
+module to make it compatible with the new version of Odoo.
+
+.. tip::
+   Do not forget to test:
+
+   - Integrations with external software (EDI, APIs, etc.)
+   - Workflows between different apps (online sales with eCommerce, converting a lead all the way to
+     a sales order, delivery of products, etc.)
+   - Data exports
+   - Automated actions
+   - Server actions in the action menu on form views, as well as by selecting multiple records on
+     list views
+
+.. _upgrade/upgrade-prod:
+
+Upgrading the production database
+---------------------------------
+
+Once the :ref:`tests <upgrade/test_your_db>` are completed and you are confident that the upgraded
+database can be used as your main database without any issues, it is time to plan the go-live day. It
+can be planned in coordination with Odoo's upgrade support analysts, reachable via the `support page
+<https://odoo.com/help>`__.
+
+Your production database will be unavailable during its upgrade. Therefore, we recommend planning
+the upgrade at a time when the use of the database is minimal.
+
+As the standard upgrade scripts and your database are constantly evolving, it is also recommended
+to frequently request another upgraded test database to ensure that the upgrade process is
+still successful, especially if it takes a long time to finish. **Fully rehearsing the upgrade
+process the day before upgrading the production database is also recommended.**
+
+.. important::
+   - Going into production without first testing may lead to:
+
+     - Users failing to adjust to the changes and new features
+     - Business interruptions (e.g., no longer having the possibility to validate an action)
+     - Poor customer experience (e.g., an eCommerce website that does not work correctly)
+
+The process of upgrading a production database is similar to upgrading a test database with a few
+exceptions.
+
+.. tabs::
+
+   .. group-tab:: Odoo Online
+
+      The process is similar to :ref:`obtaining an upgraded test database
+      <upgrade/request-test-database>`, except for the purpose option, which must be set to
+      :guilabel:`Production` instead of :guilabel:`Test`.
+
+      .. warning::
+         Once the upgrade is requested, the database will be unavailable until the upgrade is
+         finished. Once the process is completed, it is impossible to revert to the previous
+         version.
+
+   .. group-tab:: Odoo.sh
+
+      The process is similar to :ref:`obtaining an upgraded test database
+      <upgrade/request-test-database>` on the :guilabel:`Production` branch.
+
+      .. image:: upgrade/odoo-sh-prod.png
+         :alt: View from the upgrade tab
+
+      The process is **triggered as soon as a new commit is made** on the branch. This
+      allows the upgrade process to be synchronized with the deployment of the custom modules'
+      upgraded source code.
+      If there are no custom modules, the upgrade process is triggered immediately.
+
+      .. important::
+         The database is unavailable throughout the process. If anything goes wrong, the platform
+         automatically reverts the upgrade, as it would be for a regular update. In case of success,
+         a backup of the database before the upgrade is created.
+
+      The update of your custom modules must be successful to complete the entire upgrade process.
+      Make sure the status of your staging upgrade is :guilabel:`successful` before trying it in
+      production. More information on how to upgrade your custom modules can be found on
+      :doc:`/developer/howtos/upgrade_custom_db`.
+
+   .. group-tab:: On-premise
+
+      The command to upgrade a database to production is similar to the one of upgrading a test
+      database except for the argument `test`, which must be replaced by `production`:
+
+      .. code-block:: console
+
+         $ python <(curl -s https://upgrade.odoo.com/upgrade) production -d <your db name> -t <target version>
+
+      An upgraded production database can also be requested via the `Upgrade page
+      <https://upgrade.odoo.com/>`_.
+      Once the database is uploaded, any modification to your production database will **not** be
+      present on your upgraded database. This is why we recommend not using it during the upgrade
+      process.
+
+      .. important::
+         When requesting an upgraded database for production purposes, the copy is submitted without
+         a filestore. Therefore, the upgraded database filestore must be merged with the production
+         filestore before deploying the new version.
+
+In case of an issue with your production database, you can request the assistance of Odoo via the
+`support page <https://odoo.com/help?stage=post_upgrade>`__ by selecting the option related to
+the upgrade in production.
 
-.. seealso::
-   :doc:`maintain/supported_versions`
 
 .. _upgrade/sla:
 
 Service-level agreement (SLA)
-=============================
+-----------------------------
 
 With Odoo Enterprise, upgrading a database to the most recent version of Odoo is **free**, including
 any support required to rectify potential discrepancies in the upgraded database.
@@ -230,7 +376,7 @@ Information about the upgrade services included in the Enterprise Licence is ava
 upgrade services you can expect.
 
 Upgrade services covered by the SLA
------------------------------------
+===================================
 
 Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or self-hosted (On-Premise) can
 benefit from upgrade services at all times for:
@@ -245,7 +391,7 @@ Upgrade services are limited to the technical conversion and adaptation of a dat
 modules and data) to make it compatible with the version targeted by the upgrade.
 
 Upgrade services not covered by the SLA
----------------------------------------
+=======================================
 
 The following upgrade-related services are **not** included:
 
@@ -256,9 +402,6 @@ The following upgrade-related services are **not** included:
   <studio/automated-actions/action>`; and
 - **training** on using the upgraded version's features and workflows.
 
-.. note:: |assistance-contact|
-
 .. seealso::
-   - :doc:`Upgrade FAQ <upgrade/faq>`
    - :doc:`Odoo.sh documentation <odoo_sh>`
-   - :doc:`Supported Odoo versions <maintain/supported_versions>`
+   - :doc:`Supported Odoo versions <supported_versions>`

content/administration/upgrade/faq.rst

@@ -1,228 +0,0 @@
-.. |assistance-contact| replace::
-   If you need Odoo assistance on this matter, please get in touch with your Odoo Account Manager or
-   our `Sales department`_.
-.. _Sales department: mailto:sales@odoo.com
-
-===
-FAQ
-===
-
-.. _upgrade-faq/why:
-
-Why upgrade
-===========
-
-* You benefit from the latest features of the :ref:`new major version
-  <upgrade-faq/release-notes>` released by Odoo.
-* If you are in an :ref:`unsupported version <upgrade/supported-versions>`, you get a new version
-  with support.
-
-.. _upgrade-faq/when:
-
-When to upgrade
-===============
-
-Whenever you want. You can make your upgrade request as soon as a new version is released or when
-your version turns unsupported, and you still wish to enjoy support.
-
-.. _upgrade-faq/availability:
-
-Availability of the new version
-===============================
-
-As soon as Odoo announces the release of a new major version, you can create a test upgrade request
-to try the latest version. Please note that at this point, the upgrade scripts will only have been
-tested with demo data. Please report any issue you might encounter while testing via the `Odoo
-Support page <https://www.odoo.com/help>`_ and make sure to be happy with your test version before
-requesting the upgrade of your database in production.
-
-.. _upgrade-faq/duration:
-
-Duration of the upgrade
-=======================
-
-It is impossible to give time estimates for every upgrade request.
-
-In general, the "smaller" the database, the quickest the upgrade request is completed. A single-user
-database that uses only CRM will be processed faster than a multi-company, multi-user database that
-uses Accounting, Sales, Purchase, and Manufacturing.
-
-You can expect the time it takes for the platform to upgrade the test database to be similar to the
-production upgrade.
-
-.. _upgrade-faq/project:
-
-Duration of the upgrade project
--------------------------------
-
-It depends on the user involvement (the time spent on testing, reporting problems, etc.) and the
-issues encountered that might need to be addressed by our technical team.
-
-So, in a nutshell, what can impact your upgrade lead time?
-
-* Source & targeted versions
-* Installed apps
-* Volume of data
-* Amount of customization (models, fields, methods, workflows, reports, website, etc.)
-* Installation of new apps or configuration changes after the start of the test phase
-* User commitment
-
-.. _upgrade-faq/custom-modules:
-
-Upgrade of the custom modules
-=============================
-
-As stated in our :doc:`/legal/terms/enterprise`, section :ref:`charges_standard`, this optional
-service is subject to additional fees.
-
-Depending on your situation, the custom code could be upgraded by our services, by one of our
-partners, or you can do it yourself.
-
-.. note:: |assistance-contact|
-
-.. _upgrade-faq/upgrade-or-migration:
-
-Upgrade or Migration
-====================
-
-An upgrade is switching to a newer version of Odoo, while a migration reflects the change of
-:ref:`editions <upgrade-faq/editions-change>` or change of :ref:`hosting type
-<upgrade-faq/hosting-types-switch>`.
-
-.. note:: |assistance-contact|
-
-.. _upgrade-faq/editions-change:
-
-Editions change (from Community to Enterprise)
-==============================================
-
-The upgrade always returns an Enterprise edition of Odoo, whether the database you sent was a
-community or enterprise edition. It is required to have an enterprise subscription to upgrade.
-
- .. note::
-    If you need assistance on this matter,  please contact us via the `Odoo Support page
-    <https://www.odoo.com/help>`_.
-
-.. seealso::
-   - `Editions <https://www.odoo.com/page/editions>`_
-
-.. _upgrade-faq/hosting-types-switch:
-
-Switching the hosting types (On-premise vs. Odoo Online vs. Odoo.sh)
-====================================================================
-
-An upgrade does not cover a change of `Hosting types <https://www.odoo.com/page/hosting-types>`_.
-
-Open the following link to get :doc:`more information about how to change your hosting type
-<../maintain/hosting_changes>`.
-
-.. note:: |assistance-contact|
-
-.. _upgrade-faq/upgrade-report:
-
-The Upgrade Report
-==================
-
-When an upgrade request completes successfully (test or production), you receive an email
-notification about it that includes an 'Upgrade Report'. This report is also sent to you via the
-Discuss app. It contains valuable information regarding changes that occurred during the upgrade.
-While it serves as a guide to possible issues to look out for, it is not an exhaustive list. It
-remains imperative that you test the upgraded database thoroughly and report any discrepancies you
-might find, before you decide to upgrade your production database.
-
-.. _upgrade-faq/custom-views:
-
-Custom views
-============
-
-During the upgrade, some custom views might get disabled for technical reasons. Therefore they might
-have to be fixed after the upgrade. The :ref:`Upgrade Report <upgrade-faq/upgrade-report>` that is
-generated after the upgrade is available in the Discuss app, and lists all the custom views that
-might be impacted by this.
-
-.. _upgrade-faq/release-notes:
-
-Release Notes by version
-========================
-
-Open our `Release Note <https://www.odoo.com/page/release-notes>`_ page to get a summary of the new
-features and improvements made in each version.
-
-How long is my test available for
-=================================
-
-An Odoo Online test database is available for one month by default. We can extend this trial period
-upon request. For Odoo.sh or on-premise, there is no restriction.
-
-How many tests to perform before upgrading to production?
-=========================================================
-
-As many as needed. When you are comfortable with the database, run a last test upgrade 48 hours
-before requesting your production upgrade and test your workflows one last time.
-
-How to/Where to report upgrade issues?
-======================================
-
-If you encounter issues during the upgrade process, please contact the Odoo Support through the
-`Odoo Support page <https://www.odoo.com/help>`_.
-
-- To report an issue discovered during the testing phase, please select **An issue related to my
-  upgrade (test phase)**.
-- To report an issue discovered post-upgrade, please select **An issue related to my upgrade
-  (production)**.
-
-Upgrading to production
-=======================
-
-Once you have completed testing and are happy with the result, you decide on a date and time when
-you stop users from accessing Odoo, freeze all data entries, and create an upgrade request for the
-production upgrade.
-
-How is my data handled in the Upgrade Platform?
-===============================================
-
-The Odoo Upgrade platform uses the same Privacy Policy as the rest of Odoo.com services.
-
-Your data is hosted on servers that follow our security guidelines, namely:
-
-- SSL - All web connections to client instances are protected with 256-bit SSL encryption
-  (HTTPS with a 2048-bit modulus SSL certificate), and running behind Grade A SSL stacks. All our
-  certificate chains are using SHA-2 already.
-- Safe System - Our servers are running recent Linux distribution with up-to-date security patches,
-  with firewall and intrusion countermeasures (not disclosed for obvious reasons).
-
-Servers are located at the same locations as our Cloud providers with the following services:
-
-- Restricted perimeter, physically accessed by authorized data center employees only
-- Physical access control with security badges or biometrical security
-- Security cameras monitoring the data center locations 24/7
-- Security personnel on-site 24/7
-
-The uploaded and migrated databases uploaded to the Upgrade platform are kept for up to 3 months and
-are permanently deleted following that period.
-
-You can learn more about privacy and data handling at Odoo by visiting our `General Data Protection
-Regulation page <https://www.odoo.com/gdpr>`_.
-
-Rolling Release (applicable to Odoo Online databases)
-=====================================================
-
-This feature allows customers to upgrade their database directly from a message prompt sent to the
-database administrator as soon as the new version is released. Odoo first tests the upgrade to the
-next version. The rolling release upgrade option is displayed if the automated tests are successful.
-The message offers two options:
-
-#. To 'Upgrade Now', which immediately triggers the upgrade of your live production database.
-
-#. To take you to your `database manager <https://www.odoo.com/my/databases/>`_ where you can
-   `request an upgraded test database <https://upgrade.odoo.com/#online/>`_ and check the upgraded
-   test database for any discrepancies.
-
-When you choose to proceed with the production upgrade directly, make sure all users have saved
-their work and are logged out. The upgrade takes approximately 15 minutes. During this time your
-database is unreachable. If you notice any problem after the upgrade, please report it via the `Odoo
-Support page <https://www.odoo.com/help>`_.
-
-.. note::
-   If you are using the Website or Studio app, we recommend you always do a test upgrade before
-   upgrading your production instance.

content/administration/upgrade/odoo_online.rst

@@ -1,30 +0,0 @@
-===========
-Odoo Online
-===========
-
-Requesting a test upgrade
-=========================
-
-#. Go to your `database manager <https://www.odoo.com/my/databases/>`_
-#. Click on your profile icon and select *My Databases*.
-
-   .. image:: odoo_online/accessing-my-databases.png
-      :alt: Selecting My Databases under my profile
-
-#. Click on the up arrow button next to your main database name to proceed to the test upgrade.
-
-   .. image:: odoo_online/upgrade-option.png
-      :alt: Selecting the action settings icon
-
-#. In the pop-up message that appears, select the target version and then :guilabel:`Test` as
-   purpose.
-
-   .. note::
-      The :guilabel:`Production` purpose doesn't appear if you didn't test your upgraded database at
-      least once.
-
-#. This triggers the automated upgrade process. A confirmation email is then sent to you with the
-   the link to the upgraded database or to provide information if the upgrade failed.
-
-   .. note::
-      You can also see and access your test database from your *My Databases* page.

content/administration/upgrade/odoo_sh.rst

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

content/administration/upgrade/on_premise.rst

@@ -1,59 +0,0 @@
-==========
-On-Premise
-==========
-
-Test upgrade request
-====================
-
-There are two ways to create your upgrade request.
-
-Upgrade request via command line
---------------------------------
-
-For technically-advanced users and partners, the upgrade process can be initiated via the following
-command line on the server where the database is hosted:
-
-:command:`python <(curl -s https://upgrade.odoo.com/upgrade) test -d <your db name> -t
-<target version>`
-
-The above command creates the database dump, sends it to the upgrade platform, and initiates the
-automated upgrade process. During the upgrade, you can follow the live logs on your screen.
-Once the upgrade process is completed successfully, the upgraded database is restored onto the
-server (as a duplicate test database).
-
-Upgrade request via the Odoo Upgrade Portal
--------------------------------------------
-
-#. Download a recent copy of your database and select the option :guilabel:`pg_dump custom format
-   (without filestore)`.
-#. Upload this dump file at https://upgrade.odoo.com and select *Testing* as the aim.
-   Odoo performs the automated upgrade process. Once it is completed, you receive an email with a
-   link to download the upgrade database dump file.
-#. Import the upgraded database into your on-premise environment and manually test all processes and
-   workflows.
-
-.. note::
-   - For security reasons, only the person who submitted the upgrade request is able to download it.
-   - Any problem found during testing should be reported via the `helpdesk
-     <https://odoo.com/help>`_.
-
-Upgrade your production database
-================================
-
-Once you have completed the testing successfully, you can proceed to upgrade your live database in
-production. Download your upgraded database from the link in the email and import it onto your live
-environment.
-
-Custom modules (if applicable)
-==============================
-
-The upgrade of a database that contains custom modules is a two-step process.
-
-#. The standard upgrade is done when your upgrade request is completed.
-#. Your custom modules also need to be upgraded to keep them compatible with the new version.
-
-Depending on your contract, the upgrade of your custom modules can be done
-
-#. by yourself.
-#. by your Partner.
-#. by Odoo (if you hold a subscription to 'Maintenance of Customizations').

content/applications.rst

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

content/applications/essentials.rst

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

content/applications/essentials/activities.rst

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

content/applications/essentials/export_import_data.rst

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