Upgrading your Odoo instance to a new minor version is an essential task to benefit from the latest features and improvements while ensuring the stability of your system. This article outlines how to upgrade Odoo between minor versions of a major release.
Backup Your Database
Creating a backup is like creating a safety net for your data. It's a precautionary measure to ensure that you can easily revert to the previous state if anything goes wrong during the upgrade. Backing up your Odoo database and files safeguards your information and configurations.
Step 1: Open a terminal on your local machine.
Step 2: Use the ssh
command to connect to your server. Replace <your_username>
and <your_server_ip>
with your actual server username and IP address.
ssh <your_username>@<your_server_ip>
Step 3: Enter your password when prompted.
Step 4: Once logged in, navigate to the directory where your Odoo installation is located. Use the cd
command to change directories.
cd /path/to/odoo
Step 5: Now, use the pg_dump
command to create a backup of your Odoo database. Replace <database_user>
, <database_name>
, and <backup_file.sql>
with your actual database user, database name, and desired backup file name.
pg_dump -U <database_user> -h localhost -d <database_name> -Fc > <backup_file.sql>
For example:
pg_dump -U odoo -h localhost -d odoo_database -Fc > odoo_backup.sql
-U
: Specifies the PostgreSQL user.-h
: Specifies the host (localhost in this case).-d
: Specifies the name of the database.-Fc
: Specifies the custom format for the backup.
Enter the PostgreSQL password when prompted. This will create a backup file (in custom format) in the Odoo installation directory. This file contains the data and structure of your Odoo database.
Now you have successfully created a backup of your Odoo database using the command line.
Backup Odoo Files
Making a copy of your Odoo installation directory will save all the necessary files in case a rollback is required.
Step 1: Navigate to your Odoo installation directory using the cd
command.
cd /path/to/odoo
Step 2: Create a compressed archive of your Odoo installation directory using the tar
command. Replace <backup_file.tar.gz>
with the desired name for your backup file.
tar -czvf <backup_file.tar.gz> .
Example:
tar -czvf odoo_backup.tar.gz .
This command creates a compressed archive (tar.gz
) of all files in the current directory.
Now, you have created backups of your Odoo database and files, and you can use these backups to restore your system if needed. Always keep these backup files in a safe location.
Review Release Notes
Release notes provide valuable information about changes, new features, and potential issues in the new Odoo version. Understanding these details prepares you for what to expect during the upgrade process. Visit the official Odoo website or community forums to find the release notes for the version you want to upgrade to. Read through the notes to gain insights into the changes that might impact your system.
Upgrade Odoo Core
Upgrading the Odoo core involves fetching the latest changes from the Odoo repository, updating dependencies, and applying any necessary database migrations. This ensures that your Odoo instance is running the latest version with all the enhancements and bug fixes.
Step 1: SSH into the server. Open a terminal on your local machine. Use the ssh
command below to connect to your server. Replace <your_username>
and <your_server_ip>
with your actual server username and IP address then enter your password when prompted.
ssh <your_username>@<your_server_ip>
Step 2: Navigate to the Odoo Installation Directory. The Odoo installation directory is where all the files related to your Odoo instance are stored. Navigating to this directory is necessary to perform the upgrade. Use the cd
command below to change directories to your Odoo installation directory.
cd /path/to/odoo
Step 3: Pull the Latest Changes. Fetching the latest changes from the Odoo repository ensures that you have the most up-to-date code with the latest features, improvements, and bug fixes. Run the following command to pull the latest changes from the Odoo repository. Replace <new_version_branch>
with the branch or tag of the new version.
git pull origin <new_version_branch>
Step 4: Update Dependencies. Dependencies are external libraries or modules that Odoo relies on. Updating these dependencies ensures compatibility with the new Odoo version. Run the following command to update dependencies based on the requirements specified in the requirements.txt
file.
pip3 install -r requirements.txt
Step 5: Apply database migrations. Database migrations are changes to the structure of your database to accommodate any updates or modifications in the new Odoo version. Execute the following command to apply any necessary updates to your database structure.
./odoo-bin -u all
This command runs the Odoo binary with the -u all
flag, which applies updates to all modules.
Update Custom Add-ons
If you have custom modules or add-ons, updating them ensures compatibility with the new Odoo version. This step prevents errors and ensures that your specific functionalities work seamlessly. Refer to the documentation of your custom modules. Update the code following any guidelines or changes mentioned in the release notes.
Update Third-Party Modules
Third-party modules enhance Odoo's capabilities. Updating them ensures that you have the latest features and fixes, promoting compatibility with the new Odoo version. Visit the Odoo Apps website or the respective websites of your third-party modules. Download and install the latest compatible versions.
Update Configuration Files
Odoo's configuration files contain settings that control how the system operates. Updating these files ensures that your Odoo instance aligns with any changes introduced in the new version. Review your configuration files, which are usually located in the Odoo installation directory. Check for any new settings or changes and update them accordingly.
Restart Odoo Service
Restarting the Odoo service is necessary to apply the changes made during the upgrade. This ensures that the new code, configurations, and database changes take effect. Use the command below to restart the Odoo service.
sudo service odoo restart
Test Your System
Testing is critical to ensure that your Odoo instance works correctly after the upgrade. It helps identify and address any issues or errors that might have occurred during the process. Thoroughly test various functionalities of your Odoo instance. Check for errors in the logs, and if you encounter any issues, refer to the documentation or community forums for solutions. Odoo's documentation and community forums are valuable resources for troubleshooting and getting help. Staying informed about the new version's specifics and potential issues aids in resolving any post-upgrade challenges.
Having a rollback plan is like having an emergency exit. If anything goes wrong during the upgrade, you can quickly revert to the previous version using the backup created earlier. Keep your backup files handy and know the steps to restore them in case a rollback becomes necessary.