Skip to Content
Odoo Menu
  • Sign in
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Approvals
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Estate Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
    • Meet an advisor
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +1 (650) 691-3277
    Get a demo
  • Pricing
  • Help

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

  • CRM
  • e-Commerce
  • Accounting
  • Inventory
  • PoS
  • Project
  • MRP
All apps
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
You need to be registered to interact with the community.
All Posts People Badges
Tags (View all)
odoo accounting v14 pos v15
About this forum
Help

Configuration Management for Transports to PRD

Subscribe

Get notified when there's activity on this post

This question has been flagged
#configuration#change#CMS#transport#import
3 Replies
4277 Views
Avatar
Sandi Langley

What are the best practices for transporting new &/or changed master data and settings (only the necessary ones & only the ones that work!) into production?  I have not been able to find a Change/Configuration Management System that will help me track everything.  I am concerned about:.

  1. the administrative load required to manually track my changes

  2. the very real possibility that I may forget to log an important change to configuration/settings

  3. the possibility of undoing or otherwise affecting the work of my team members because I was unaware of their changes and requirements

  4.  not knowing the justification for previous settings.  (Why was it set that way and will I break something if I change it?)

From what I understand, we are to export data from TST as a CSV & then import it into PRD.  What data?  Some of it is new products that need to be loaded into PRD, some of it is corrections to existing data that needs to be changed (because we learned something new or the biz reqs changed), and some of it is garbage because this is my sandbox where I experiment!

I have been told that any new settings will have to be manually set in PRD (can anyone say "rework"?).  What if I miss one?  I'm constantly trying different approaches in order to arrive at a workable solution.  I can easily see myself forgetting to record one OR recording one, reversing it and then forgetting to mark it off the list.

There must be a better way!!!

0
Avatar
Discard
Avatar
Ruchita
Best Answer

Configuration Management for Transports to PRD in Odoo

In Odoo development and deployment workflows, configuration management refers to the structured process of managing changes across different environments (Dev, Test/UAT, and Production).

When transporting configurations or customizations to the Production (PRD) environment, it’s essential to follow a reliable process to ensure stability and traceability.

Recommended Configuration Management Approach:

  1. Version Control:
    Use Git to track and manage all custom modules and configurations. Each change should be committed with meaningful messages and tagged by release version.
  2. Staging Environment:
    Always test changes in a staging or UAT environment that mirrors production. This helps catch issues before deployment.
  3. Migration Scripts:
    For data model changes or configuration updates (e.g., record rules, views, settings), use migration scripts or XML/CSV data files within custom modules (data or demo folders).
  4. Record Configuration with XML-ID:
    For configurations like sequences, groups, or settings, use data files with noupdate="0" and assign external IDs. This ensures the records are updatable across environments.
  5. Automated Deployment (Optional):
    Use tools like Docker, GitHub Actions, or custom scripts to automate the deployment process to PRD and reduce manual steps.
  6. Backup Before Deployment:
    Always create a full backup of the database and filestore before pushing any transport to production.
  7. Post-Deployment Checks:
    Verify modules are upgraded correctly using -u parameter and perform sanity checks for key workflows.

0
Avatar
Discard
Avatar
Sandi Langley
Author Best Answer

Thank you for your quick reply!  We are using Odoo.sh.  What would you recommend?

0
Avatar
Discard
Avatar
Paresh Wagh
Best Answer

Hi Sandi:

If the application is hosted by you (i.e. not Odoo online) you have the option of defining a custom module for your site specific changes and installing/upgrading it through the Apps menu. This provides you the ability of having the module under version control and integrating it with your configuration/release management process.

0
Avatar
Discard
Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Sign up
Related Posts Replies Views Activity
Can i change this to fixed amount?
#change #help
Avatar
1
Dec 23
1673
Importing Contacts Solved
#import #contacts
Avatar
Avatar
Avatar
2
Mar 24
3453
problem with import product quantity
#export #import
Avatar
0
Sep 21
2024
How to deliver a website to my client
web delivery #configuration
Avatar
Avatar
1
May 24
2638
Past years Financial Data
data migration #import
Avatar
0
Apr 24
2393
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal • Privacy
  • Security
الْعَرَبيّة Català 简体中文 繁體中文 (台灣) Čeština Dansk Nederlands English Suomi Français Deutsch हिंदी Bahasa Indonesia Italiano 日本語 한국어 (KR) Lietuvių kalba Język polski Português (BR) română русский язык Slovenský jazyk slovenščina Español (América Latina) Español ภาษาไทย Türkçe українська Tiếng Việt

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with

Odoo Experience on YouTube

1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.

Live support on Youtube
Watch now