升级

An upgrade is the process of moving your database from an older version to a newer supported version (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.

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.

The upgrade message prompt on the top right of the database

It is strongly recommended to manually test the upgrade first. Clicking I want to test first redirects to the database manager, where it is possible to request an upgraded test database and check it for any discrepancies.

It is not recommended to click 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.

升级不包括以下内容:

  • Downgrading to a previous version of Odoo

  • Switching editions (e.g., from Community to Enterprise)

  • Changing hosting type (e.g., from on-premise to Odoo Online)

  • Migrating from another ERP to Odoo

警告

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 requesting an upgraded database while also upgrading the source code of your custom modules.

Upgrading in a nutshell

  1. Request an upgraded test database (see obtaining an upgraded test database).

  2. If applicable, upgrade the source code of your custom module to be compatible with the new version of Odoo (see Upgrade a customized database).

  3. Thoroughly test the upgraded database (see testing the new version of the database).

  4. Report any issue encountered during the testing to Odoo via the support page.

  5. 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.

  6. Request the upgrade for the production database, rendering it unavailable for the time it takes to complete the process (see upgrading the production database).

  7. Report any issue encountered during the upgrade to Odoo via the support page.

Obtaining an upgraded test database

The Upgrade page 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, or your Odoo.sh project.

注解

The Upgrade platform follows the same Privacy Policy as the other Odoo.com services. Visit the General Data Protection Regulation page to learn more about how Odoo handles your data and privacy.

Odoo Online databases can be manually upgraded via the database manager.

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.

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 Purpose of the upgrade, which is automatically set to Test for your first upgrade request

The "Upgrade your database" popup.

The 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.

Clicking the menu arrow displays the upgraded test database.

注解

You can request multiple test databases if you wish to test an upgrade more than once.

注解

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.

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.

注解

Test databases are neutralized, and some features are disabled to prevent them from impacting the production database:

  1. Scheduled actions are disabled.

  2. Outgoing mail servers are disabled by archiving the existing ones and adding a fake one.

  3. Payment providers and delivery carriers are reset to the test environment.

  4. 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.

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?

  • 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 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.

小技巧

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

  • 自动化操作

  • Server actions in the action menu on form views, as well as by selecting multiple records on list views

Upgrading the production database

Once the tests 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.

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.

重要

  • 在没有进行测试的情况下进入生产环境可能会导致:

    • 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.

The process is similar to obtaining an upgraded test database, except for the purpose option, which must be set to Production instead of Test.

警告

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.

In case of an issue with your production database, you can request the assistance of Odoo via the support page by selecting the option related to the upgrade in production.

服务级别协议(SLA)

使用Odoo企业版,将数据库升级到最新版本的Odoo是 免费 的,包括升级数据库中可能出现的任何差异的支持。

有关企业许可证中包含的升级服务的信息,请参阅 Odoo企业订阅协议 。然而,本节澄清了您可以期望的升级服务。

升级服务包括在SLA范围内

托管在Odoo的云平台(Odoo Online和Odoo.sh)或自托管(On-Premise)的数据库可以随时从升级服务中受益,包括以下方面:

  • 升级所有 标准应用程序

  • 升级所有使用 Studio应用程序创建的自定义内容 ,只要Studio仍然安装并且相应的订阅仍然有效;以及

  • 升级所有 由定制维护订阅覆盖的开发和定制

升级服务仅限于对数据库(标准模块和数据)进行技术转换和适应,以使其与升级的目标版本兼容。

未包含在服务级别协议(SLA)范围内的升级服务

以下与升级相关的服务 不包括

  • 在升级过程中,对现有数据和配置进行 清理

  • 升级 由内部或第三方创建的自定义模块 ,包括Odoo合作伙伴;

  • lines of code added to standard modules, i.e., customizations created outside the Studio app, code entered manually, and automated actions using Python code; and

  • **培训**使用升级版本的功能和工作流程。