Update Release Procedures/Checklist

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Andrew Johnson
2023-12-14 16:31:42 -06:00
parent 2e6fd505d2
commit 4a53713f37

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