Upgrade¶
An upgrade is switching to a newer version of Odoo (e.g., Odoo 14.0 to Odoo 15.0).
An upgrade does not cover:
Changing editions (i.e., Community to Enterprise edition)
Switching hosting type (i.e., On-Premise to Odoo Online or Odoo.sh)
Migration from another ERP to Odoo
Note
If you need Odoo assistance on this matter, please get in touch with your Odoo Account Manager or our Sales department.
See also
Process workflow¶
The upgrade process in a nutshell:
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 Test guidance).
If there are any discrepancies, you report them to the Upgrade support team via the help portal (see 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).
Testing¶
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).
Once you receive your upgraded test database, check that all data, processes, and functionality are still correct and working as expected.
If you do find discrepancies, report your issues and request a new test database 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 base URL of the database is reset to
http://localhost:8069and the email domain tolocalhost.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.
Request a test database¶
Follow the instructions available per hosting type on the website form and select Testing purpose.
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 for further information.
Assistance¶
If you encounter an issue in the test database, please get in touch with Odoo Upgrade Support via the Odoo Support page.
Under the Ticket Description section, select An issue related to my upgrade ticket type.
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.
If you need Odoo assistance on this matter, please get in touch with your Odoo Account Manager or our Sales department.
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 tests are completed to your satisfaction, submit the request to upgrade your production database via our website form. 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)
Assistance¶
If you encounter issues or problems in the production database, please get in touch with Odoo Support:
Connect to our Odoo Support page.
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.
Help¶
Contact our upgrade service support¶
Should you have any more questions about the upgrade, do not hesitate to send a message to Odoo Upgrade Team. We will be happy to answer it as soon as possible.
Supported versions¶
Please note that Odoo provides support and bug fixing only for the three last major versions of Odoo.
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).
See also
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.
Information about the upgrade services included in the Enterprise Licence is available in the Odoo Enterprise Subscription Agreement. However, this section clarifies what 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:
the upgrade of all standard applications;
the upgrade of all customizations created with the Studio app, as long as Studio is still installed and the respective subscription is still active; and
the upgrade of all developments and customizations covered by a maintenance of customizations subscription.
Upgrade services are limited to the technical conversion and adaptation of a database (standard modules and data) to make it compatible with the version targeted by the upgrade.
Upgrade services not covered by the SLA¶
The following upgrade-related services are not included:
the cleaning of pre-existing data and configurations while upgrading;
the upgrade of custom modules created in-house or by third parties, including Odoo partners;
lines of code added to standard modules, i.e., customizations created outside the Studio app, code entered manually, and automated actions using Python code; and
training on using the upgraded version’s features and workflows.
Note
If you need Odoo assistance on this matter, please get in touch with your Odoo Account Manager or our Sales department.
