Updated tasks, replaced explicit names with roles.

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Andrew Johnson
2008-06-09 21:17:16 +00:00
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<head>
<meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1" />
<title>EPICS Release Procedures Checklist</title>
<title>EPICS Release Procedures &amp; Checklist</title>
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<h1>EPICS Base Release Procedures Checklist</h1>
<h1>EPICS Base Release Procedures &amp; Checklist</h1>
<blockquote>
<p>$Id$</p>
</blockquote>
<p>This document is a checklist of things that must be done when creating a
new release of EPICS Base. Additions and ammendments to this list are
welcome.</p>
<p>This document describes the procedures and provides a checklist of tasks
that should be performed when creating new releases of EPICS Base.</p>
<h3>The Release Process</h3>
@ -24,22 +45,30 @@ welcome.</p>
pre-release, <tt>-pre1</tt>. The first Release Candidate <tt>-RC1</tt> is the
first version that has undergone widespread testing and which has no known
problems in it that are slated to be fixed in this release. New versions should
be made at about weekly intervals during the testing and debugging process, and
be made at about weekly intervals during the testing and debugging period, and
will be designated as either pre-release versions or Release Candidates by the
Release Manager. A Release Candidate that has received widespread testing for a
week without any additional problems being discovered or CVS commits being made
can be designated as the final release.</p>
week without any additional problems being discovered or significant changes
being committed can be designated as the final release version.</p>
<h3>Roles</h3>
<p>The following roles are used, in addition to the names of individuals who
have been responsible for specific tasks in the past:</p>
<p>The following roles are required. The individuals named here have have been
responsible for these tasks in the past and are expected to continue in the
relevent roles unless the Release Manager designates otherwise:</p>
<dl>
<dt><strong>Release Manager</strong></dt>
<dt><strong>Release Manager</strong> (Andrew Johnson)</dt>
<dd>Responsible for the release</dd>
<dt><strong>Configuration Manager</strong> (Janet Anderson)</dt>
<dd>Responsible for committing version number updates to CVS and for
creating tarfiles</dd>
<dt><strong>Platform Developers</strong></dt>
<dd>Responsible for individual operating system platforms</dd>
<dt><strong>Application Developers</strong></dt>
<dd>Responsible for support modules that depend on EPICS Base.</dd>
<dt><strong>Website Manager</strong> (Andrew Johnson)</dt>
<dd>Responsible for the EPICS website</dd>
</dl>
<table border="1" width="100%">
@ -75,9 +104,9 @@ have been responsible for specific tasks in the past:</p>
</tr>
<tr>
<td><EFBFBD></td>
<td>Release Manager &amp;<br />
all developers</td>
<td>Ensure that documentation will be updated before the release date:
<td>Release Manager<br />
&amp; all developers</td>
<td>Ensure that documentation will be updated before the release date:
<ul>
<li>Application Developers Guide</li>
<li>Release Notes</li>
@ -91,13 +120,13 @@ have been responsible for specific tasks in the past:</p>
</tr>
<tr>
<td><EFBFBD></td>
<td>Janet Anderson</td>
<td>Configuration Manager</td>
<td>Edit and commit changes to the EPICS version number file
configure/CONFIG_BASE_VERSION.</td>
</tr>
<tr>
<td><EFBFBD></td>
<td>Janet Anderson</td>
<td>Configuration Manager</td>
<td>Tag the module in CVS. Pre-release version tags take the form
<tt>R<i>x</i>-<i>y</i>-<i>z</i>-pre<i>n</i></tt> while Release
Candidate tags take the form
@ -106,7 +135,7 @@ have been responsible for specific tasks in the past:</p>
</tr>
<tr>
<td><EFBFBD></td>
<td>Janet Anderson</td>
<td>Configuration Manager</td>
<td>Export the tagged version and create a tarfile of the result:
<blockquote><tt>
cvs export -kv -d base-x.y.z-pre1 -r Rx-y-z-pre1 epics/base<br />
@ -115,34 +144,34 @@ have been responsible for specific tasks in the past:</p>
</tr>
<tr>
<td><EFBFBD></td>
<td>Janet Anderson</td>
<td>Test the tar file by extracting its contents and building it on at
<td>Configuration Manager</td>
<td>Test the tarfile by extracting its contents and building it on at
least one supported platform</td>
</tr>
<tr>
<td><EFBFBD></td>
<td>Janet Anderson</td>
<td>Configuration Manager</td>
<td>Copy the tar file to the Base download area of the website</td>
</tr>
<tr>
<td><EFBFBD></td>
<td>Andrew Johnson</td>
<td>Website Manager</td>
<td>Create or update a website subdirectory to hold the release
documentation, and copy in the files from the base/documentation
directory of the tarfile.</td>
</tr>
<tr>
<td><EFBFBD></td>
<td>Andrew Johnson</td>
<td>Website Manager</td>
<td>Create or modify the webpage for the new release with links to the
release documents and tar file. Pre-release versions should use the
page and URL for the final release version number.</td>
release documents and tar file. Pre-release and RC versions should use
the page and URL for the final release version number.</td>
</tr>
<tr>
<td><EFBFBD></td>
<td>Andrew Johnson</td>
<td>Website Manager</td>
<td>Add the new pre-release tar file to the website Base download index
page.</td>
page.</td>
</tr>
<tr>
<th colspan="3">Testing</th>
@ -150,33 +179,43 @@ have been responsible for specific tasks in the past:</p>
<tr>
<td><EFBFBD></td>
<td>Platform Developers</td>
<td>Run the Soft IOC tests from mrkSoftTest on all available
<td>Run the built-in test programs on all available host platforms using
<blockquote><tt>
make -s runtests
</tt></blockquote></td>
</tr>
<tr>
<td><EFBFBD></td>
<td>Platform Developers</td>
<td>Run the CA client side regression tests on all available host
platforms.</td>
</tr>
<tr>
<td><EFBFBD></td>
<td>Platform Developers</td>
<td>Build and run the
<a href="https://svn.aps.anl.gov/trac/epics/soft-test">IOC Soft-Test</a>
suite on all available platforms.</td>
</tr>
<tr>
<td><EFBFBD></td>
<td>Platform Developers</td>
<td>Check that all makeBaseApp templates build and run properly, all
xxxApp and xxxBoot types and any internal options, e.g. setting
STATIC_BUILD=YES in the configure/CONFIG_SITE.</td>
<tt>STATIC_BUILD=YES</tt> in configure/CONFIG_SITE.</td>
</tr>
<tr>
<td><EFBFBD></td>
<td>Platform Developers</td>
<td>Build the SNL Sequencer against this version of Base, and check that
the makeBaseApp example builds and runs correctly with it.</td>
the makeBaseApp example builds and runs correctly with it.</td>
</tr>
<tr>
<td><EFBFBD></td>
<td>Marty Kraimer</td>
<td>Run the VME I/O tests in mrkHwdTest on all available vxWorks VME
platforms.</td>
</tr>
<tr>
<td><EFBFBD></td>
<td>Jeff Hill</td>
<td>Run the CA client side regression tests on all available host
platforms.</td>
<td>Application Developers</td>
<td>Build external applications against this version of Base on all
available platforms and test as appropriate. Application code changes
may be necessary where the EPICS Base APIs have been modified.</td>
</tr>
<tr>
<td><EFBFBD></td>
@ -196,28 +235,28 @@ have been responsible for specific tasks in the past:</p>
<tr>
<td><EFBFBD></td>
<td>Release Manager</td>
<td>Obtain a positive 'Ok to release' from all platform developers when a
Release Candidate version has gone a whole week without any issues being
reported.</td>
<td>Obtain a positive <q>Ok to release</q> from all platform developers
when a Release Candidate version has gone a whole week without any
issues being reported.</td>
</tr>
<tr>
<th colspan="3">Creating the final release version</th>
</tr>
<tr>
<td><EFBFBD></td>
<td>Janet Anderson</td>
<td>Configuration Manager</td>
<td>Edit and commit changes to the EPICS version number file
configure/CONFIG_BASE_VERSION.</td>
</tr>
<tr>
<td><EFBFBD></td>
<td>Janet Anderson</td>
<td>Configuration Manager</td>
<td>Tag the module in CVS. Official base release version tags take the
form <tt>R<i>x</i>-<i>y</i>-<i>z</i>[-<i>n</i>]</tt></td>
</tr>
<tr>
<td><EFBFBD></td>
<td>Janet Anderson</td>
<td>Configuration Manager</td>
<td>Export the tagged version and create a tarfile of the result:
<blockquote><tt>
cvs export -kv -d base-x.y.z -r Rx-y-z epics/base<br />
@ -226,25 +265,25 @@ have been responsible for specific tasks in the past:</p>
</tr>
<tr>
<td><EFBFBD></td>
<td>Janet Anderson</td>
<td>Configuration Manager</td>
<td>Test the tar file by extracting its contents and building it on at
least one supported platform</td>
</tr>
<tr>
<td><EFBFBD></td>
<td>Janet Anderson</td>
<td>Configuration Manager</td>
<td>Copy the tar file to the Base download area of the website</td>
</tr>
<tr>
<td><EFBFBD></td>
<td>Andrew Johnson</td>
<td>Website Manager</td>
<td>Update the website subdirectory that holds the release
documentation, and copy in the files from the base/documentation
directory of the tarfile.</td>
</tr>
<tr>
<td><EFBFBD></td>
<td>Andrew Johnson</td>
<td>Website Manager</td>
<td>Update the webpage for the new release with links to the release
documents and tar file.</td>
</tr>
@ -253,26 +292,26 @@ have been responsible for specific tasks in the past:</p>
</tr>
<tr>
<td><EFBFBD></td>
<td>Andrew Johnson</td>
<td>Website Manager</td>
<td>Add the new release tar file to the website Base download index
page</td>
page.</td>
</tr>
<tr>
<td><EFBFBD></td>
<td>Andrew Johnson</td>
<td>Website Manager</td>
<td>Link to the release webpage from other relevent areas of the
website - update front page and sidebars</td>
website - update front page and sidebars.</td>
</tr>
<tr>
<td><EFBFBD></td>
<td>Andrew Johnson</td>
<td>Add the new Version number to the Mantis bug tracker</td>
<td>Website Manager</td>
<td>Add the new Version number to the Mantis bug tracker.</td>
</tr>
<tr>
<td><EFBFBD></td>
<td>Andrew Johnson</td>
<td>Website Manager</td>
<td>Close all Mantis bug reports that were marked as resolved and which
have been fixed in this release</td>
have been fixed in this release.</td>
</tr>
<tr>
<td><EFBFBD></td>
@ -281,9 +320,9 @@ have been responsible for specific tasks in the past:</p>
</tr>
<tr>
<td><EFBFBD></td>
<td>Andrew Johnson</td>
<td>Website Manager</td>
<td>Add an entry to the website News page, linking to the new version
webpage</td>
webpage.</td>
</tr>
</tbody>
</table>