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epics-base/documentation/ReleaseChecklist.html
2006-11-30 21:50:14 +00:00

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<title>EPICS Release Procedures Checklist</title>
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<h1>EPICS Base Release Procedures 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>
<h3>The Release Process</h3>
<p>The version released on the Feature Freeze date is designated the first
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
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>
<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>
<dl>
<dt><strong>Release Manager</strong></dt>
<dd>Responsible for the release</dd>
<dt><strong>Platform Developers</strong></dt>
<dd>Responsible for individual operating system platforms</dd>
</dl>
<table border="1" width="100%">
<tbody>
<tr>
<th>Check</th>
<th>Who</th>
<th>Description</th>
</tr>
<tr>
<th colspan="3">Preparing for a release</th>
</tr>
<tr>
<td> </td>
<td>Release Manager</td>
<td>Email all developers about the upcoming release and ask for a list
of remaining jobs that must be finished.</td>
</tr>
<tr>
<td> </td>
<td>All developers</td>
<td>Check the Mantis bug tracker for any outstanding items and handle
appropriately. All bugs that have been fixed should have been marked
as resolved.</td>
</tr>
<tr>
<td> </td>
<td>Release Manager</td>
<td>Set the Feature Freeze date, by which time all CVS 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>
</tr>
<tr>
<td> </td>
<td>Release Manager &amp;<br />
all developers</td>
<td>Ensure that documentation will be updated before the release date:
<ul>
<li>Application Developers Guide</li>
<li>Release Notes</li>
<li>Known Problems</li>
<li>Other documents</li>
</ul>
</td>
</tr>
<tr>
<th colspan="3">Creating pre-release and Release Candidate versions</th>
</tr>
<tr>
<td> </td>
<td>Janet Anderson</td>
<td>Edit and commit changes to the EPICS version number file
configure/CONFIG_BASE_VERSION.</td>
</tr>
<tr>
<td> </td>
<td>Janet Anderson</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
<tt>R<i>x</i>-<i>y</i>-<i>z</i>-RC<i>m</i></tt>.
</td>
</tr>
<tr>
<td> </td>
<td>Janet Anderson</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 />
tar cfz baseRx.y.z-pre1.tar.gz base-x.y.z-pre1
</tt></blockquote></td>
</tr>
<tr>
<td> </td>
<td>Janet Anderson</td>
<td>Test the tar file by extracting its contents and building it on at
least one supported platform</td>
</tr>
<tr>
<td> </td>
<td>Janet Anderson</td>
<td>Copy the tar file to the Base download area of the website</td>
</tr>
<tr>
<td> </td>
<td>Andrew Johnson</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> </td>
<td>Andrew Johnson</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>
</tr>
<tr>
<td> </td>
<td>Andrew Johnson</td>
<td>Add the new pre-release tar file to the website Base download index
page.</td>
</tr>
<tr>
<th colspan="3">Testing</th>
</tr>
<tr>
<td> </td>
<td>Platform Developers</td>
<td>Run the Soft IOC tests from mrkSoftTest on all available
platforms.</td>
</tr>
<tr>
<td> </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>
</tr>
<tr>
<td> </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>
</tr>
<tr>
<td> </td>
<td>Marty Kraimer</td>
<td>Run the VME I/O tests in mrkHwdTest on all available vxWorks VME
platforms.</td>
</tr>
<tr>
<td> </td>
<td>Jeff Hill</td>
<td>Run the CA client side regression tests on all available host
platforms.</td>
</tr>
<tr>
<td> </td>
<td>Release Manager</td>
<td>Check that documentation has been updated:
<ul>
<li>Application Developers Guide</li>
<li>Release Notes</li>
<li>Known Problems (hopefully empty)</li>
<li>Other documents (converting...)</li>
</ul>
</td>
</tr>
<tr>
<th colspan="3">Release Approval</th>
</tr>
<tr>
<td> </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>
</tr>
<tr>
<th colspan="3">Creating the final release version</th>
</tr>
<tr>
<td> </td>
<td>Janet Anderson</td>
<td>Edit and commit changes to the EPICS version number file
configure/CONFIG_BASE_VERSION.</td>
</tr>
<tr>
<td> </td>
<td>Janet Anderson</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> </td>
<td>Janet Anderson</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 />
tar cfz baseRx.y.z.tar.gz base-x.y.z
</tt></blockquote></td>
</tr>
<tr>
<td> </td>
<td>Janet Anderson</td>
<td>Test the tar file by extracting its contents and building it on at
least one supported platform</td>
</tr>
<tr>
<td> </td>
<td>Janet Anderson</td>
<td>Copy the tar file to the Base download area of the website</td>
</tr>
<tr>
<td> </td>
<td>Andrew Johnson</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> </td>
<td>Andrew Johnson</td>
<td>Update the webpage for the new release with links to the release
documents and tar file.</td>
</tr>
<tr>
<th colspan="3">Announce it</th>
</tr>
<tr>
<td> </td>
<td>Andrew Johnson</td>
<td>Add the new release tar file to the website Base download index
page</td>
</tr>
<tr>
<td> </td>
<td>Andrew Johnson</td>
<td>Link to the release webpage from other relevent areas of the
website - update front page and sidebars</td>
</tr>
<tr>
<td> </td>
<td>Andrew Johnson</td>
<td>Add the new Version number to the Mantis bug tracker</td>
</tr>
<tr>
<td> </td>
<td>Andrew Johnson</td>
<td>Close all Mantis bug reports that were marked as resolved and which
have been fixed in this release</td>
</tr>
<tr>
<td> </td>
<td>Release Manager</td>
<td>Email tech-talk</td>
</tr>
<tr>
<td> </td>
<td>Andrew Johnson</td>
<td>Add an entry to the website News page, linking to the new version
webpage</td>
</tr>
</tbody>
</table>
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