Update Release Procedures/Checklist
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@ -48,14 +48,14 @@ everything that has to be done since it's so easy to miss steps.</p>
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<p>The following roles are used below:</p>
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<dl>
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<dt><strong>Release Manager</strong> ()</dt>
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<dt><strong>Release Manager</strong></dt>
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<dd>Responsible for managing and tagging the release</dd>
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<dt><strong>Platform Developers</strong> (informal)</dt>
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<dd>Responsible for individual operating system platforms</dd>
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<dt><strong>Core Developers</strong></dt>
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<dd>Responsible for maintaining the EPICS software</dd>
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<dt><strong>Application Developers</strong></dt>
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<dd>Responsible for support modules that depend on EPICS Base.</dd>
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<dt><strong>APS Website Editor</strong> (Andrew Johnson)</dt>
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<dd>Responsible for the APS EPICS website</dd>
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<dt><strong>Website Editors</strong></dt>
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<dd>Responsible for the EPICS websites</dd>
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</dl>
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<form>
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@ -72,23 +72,22 @@ everything that has to be done since it's so easy to miss steps.</p>
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<tr>
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<td> </td>
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<td>Release Manager</td>
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<td>Email all developers about the upcoming release and ask for a list
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of remaining tasks that must be finished.</td>
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<td>Notify core developers about the upcoming release and ask about any
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remaining tasks that must be finished.</td>
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</tr>
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<tr>
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<td> </td>
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<td>All developers</td>
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<td>Check the bug tracker for any outstanding items and handle
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appropriately. All bugs that have been fixed should have been marked
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as Fix Committed.</td>
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appropriately.</td>
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</tr>
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<tr>
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<td> </td>
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<td>Release Manager</td>
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<td>Set the Feature Freeze date, by which time all Git commits for
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enhancements and new functionality should have been completed. After
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this date, commits should only be made to fix problems that show up
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during testing.</td>
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<td>Set a Feature Freeze date, by which time all Git branches for
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enhancements and new functionality should have been merged. After this
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date, commits and merges should only be made to fix problems that show
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up during testing.</td>
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</tr>
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<tr>
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<td> </td>
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@ -97,6 +96,7 @@ everything that has to be done since it's so easy to miss steps.</p>
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<td>Ensure that documentation will be updated before the release date:
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<ul>
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<li>Release Notes</li>
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<li>Doxygen annotations</li>
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<li>Other documents</li>
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</ul>
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</td>
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@ -104,13 +104,8 @@ everything that has to be done since it's so easy to miss steps.</p>
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<tr>
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<td> </td>
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<td>Release Manager</td>
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<td>Review and update this checklist for the upcoming release.</td>
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</tr>
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<tr>
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<td> </td>
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<td>Release Manager</td>
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<td>Create a release milestone on Launchpad. If a target release date is
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known set "Date Targeted" to the expected release date.</td>
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<td>Review and update this checklist for the upcoming release.
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Update the release version number in the tags and messages below.</td>
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</tr>
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<tr>
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<th colspan="3">Testing</th>
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@ -118,7 +113,7 @@ everything that has to be done since it's so easy to miss steps.</p>
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<tr>
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<td> </td>
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<td>Platform Developers</td>
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<td>Run the built-in test programs on all available host platforms using
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<td>Run the internal test programs on all available host platforms using
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<blockquote><tt>
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make -s runtests
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</tt></blockquote></td>
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@ -156,6 +151,7 @@ everything that has to be done since it's so easy to miss steps.</p>
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<td>Check that documentation has been updated:
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<ul>
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<li>Release Notes</li>
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<li>Doxygen annotations</li>
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<li>Other documents</li>
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</ul>
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</td>
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@ -167,8 +163,8 @@ everything that has to be done since it's so easy to miss steps.</p>
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</tr>
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<tr>
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<td><input type="checkbox"></td>
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<td>Release Manager</td>
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<td>Obtain a positive <q>Ok to release</q> from developers.</td>
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<td>Core Developers</td>
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<td>Reach a consensus that the software is ready to release.</td>
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</tr>
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<tr>
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<th colspan="3">Creating the final release version</th>
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@ -191,27 +187,29 @@ everything that has to be done since it's so easy to miss steps.</p>
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cd base-7.0/modules/<module>/documentation<br />
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pandoc -f gfm -t html -o RELEASE_NOTES.html RELEASE_NOTES.md
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</tt></blockquote>
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Commit changes (don't push).</li>
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Commit these changes (don't push).</li>
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<li>Edit the module's release version file
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<tt>configure/CONFIG_<i>module</i>_VERSION</tt> and its top-level
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<tt>Doxyfile</tt>; set the <tt>DEVELOPMENT_FLAG</tt> value to 0 and
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remove <tt>-dev</tt> from the <tt>PROJECT_NUMBER</tt> string.
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Commit changes (don't push).</li>
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<tt>configure/CONFIG_<i>module</i>_VERSION</tt> and the
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<tt>Doxyfile</tt>s in the top-level and/or documentation
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directories. In these, set <tt>DEVELOPMENT_FLAG</tt> to 0 and remove
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<tt>-dev</tt> from the <tt>PROJECT_NUMBER</tt> string. Commit these
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changes (don't push).</li>
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<li>Tag the module:
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<blockquote><tt>
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git tag -m 'ANJ: Tag for EPICS 7.0.7' <module-version>
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git tag -m 'ANJ: Tag for EPICS 7.0.8' <module-version>
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</tt></blockquote>
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</li>
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<li>Update the git submodule on the Base-7.0 branch to the
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newly-tagged version, but don't commit yet:
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newly-tagged version, check the module's status matches the tag:
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<blockquote><tt>
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cd base-7.0/modules<br />
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git add <module><br />
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git submodule status --cached
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</tt></blockquote>
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Don't commit the submodule updates yet.
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</li>
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<li>Edit the module's release version file
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@ -221,7 +219,8 @@ everything that has to be done since it's so easy to miss steps.</p>
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<tt>PROJECT_NUMBER</tt> string, appending <tt>-dev</tt> to the new
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module version number. Commit changes.</li>
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<li>Push commits and the new tag to the submodule's GitHub repository:
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<li>Push commits and the new tag to the submodule's GitHub repository
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(assumed to be the <tt>upstream</tt> remote):
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<blockquote><tt>
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cd base-7.0/modules/<module><br />
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git push --follow-tags upstream master
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@ -270,10 +269,9 @@ everything that has to be done since it's so easy to miss steps.</p>
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<td>Tag the epics-base module in Git:
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<blockquote><tt>
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cd base-7.0<br />
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git tag -m 'ANJ: Tagged for release' R7.0.7
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git tag -m 'ANJ: Tagged for release' R7.0.8
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</tt></blockquote>
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<p>Don't push anything to the Launchpad repository
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yet.</p>
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<p>Don't push to GitHub yet.</p>
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</td>
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</tr>
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<tr>
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@ -305,12 +303,12 @@ everything that has to be done since it's so easy to miss steps.</p>
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files and directories that are only used for continuous integration:
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<blockquote><tt>
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cd base-7.0<br />
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./.tools/make-tar.sh R7.0.7 ../base-7.0.7.tar.gz base-7.0.7/
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./.tools/make-tar.sh R7.0.8 ../base-7.0.8.tar.gz base-7.0.8/
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</tt></blockquote>
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Create a GPG signature file of the tarfile as follows:
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<blockquote><tt>
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cd ..<br />
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gpg --armor --sign --detach-sig base-7.0.7.tar.gz
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gpg --armor --sign --detach-sig base-7.0.8.tar.gz
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</tt></blockquote>
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</td>
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</tr>
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@ -318,8 +316,9 @@ everything that has to be done since it's so easy to miss steps.</p>
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<td><input type="checkbox"></td>
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<td>Release Manager</td>
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<td>Test the tar file by extracting its contents and building it on at
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least one supported platform. When this succeeds the commits and new git
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tag can be pushed to the Launchpad repository:
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least one supported platform. If this succeeds the commits and new git
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tag can be pushed to the GitHub repository's 7.0 branch (assumed to be
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the <tt>upstream</tt> remote):
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<blockquote><tt>
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git push --follow-tags upstream 7.0
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</tt></blockquote>
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@ -367,7 +366,7 @@ everything that has to be done since it's so easy to miss steps.</p>
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</tr>
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<tr>
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<th colspan="3">Publish to epics-controls</th>
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<th colspan="3">Publish to epics-controls.org</th>
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</tr>
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<tr>
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<td><input type="checkbox"></td>
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@ -375,7 +374,7 @@ everything that has to be done since it's so easy to miss steps.</p>
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<td>Upload the tar file and its <tt>.asc</tt> signature file to the
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epics-controls web-server.
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<blockquote><tt>
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scp base-7.0.7.tar.gz base-7.0.7.tar.gz.asc epics-controls:download/base<br />
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scp base-7.0.8.tar.gz base-7.0.8.tar.gz.asc epics-controls:download/base<br />
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</tt></blockquote>
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</td>
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</tr>
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@ -392,22 +391,22 @@ everything that has to be done since it's so easy to miss steps.</p>
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</tr>
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<tr>
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<th colspan="3">Publish to Launchpad</th>
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<th colspan="3">Publish to GitHub</th>
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</tr>
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<tr>
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<td><input type="checkbox"></td>
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<td>Release Manager</td>
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<td>Go to the Launchpad milestone for this release. Click the Create
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release button and add the release date. Put a URL for the release page
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in the Release notes box, and click the Create release button. Upload
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the tar file and its <tt>.asc</tt> signature file to the new Launchpad
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release page.</td>
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<td>Go to the GitHub
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<a href="https://github.com/epics-base/epics-base/releases/new?tag=R7.0.8">
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Create release from tag R7.0.8</a> page.
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Upload the tar file and its <tt>.asc</tt> signature file to the new
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GitHub release page.</td>
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</tr>
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<tr>
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<td><input type="checkbox"></td>
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<td>Release Manager</td>
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<td>Find all Launchpad bug reports with the status Fix Committed which
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have been fixed in this release and mark them Fix Released.</td>
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<td>We used to close out bug reports in Launchpad at release-time, this
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would be the time to do that if we have an equivalent on GitHub.</td>
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</tr>
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<tr>
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