391 lines
14 KiB
Markdown
391 lines
14 KiB
Markdown
# EPICS Base Release Procedures & Checklist
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This document describes the procedures and provides a checklist of tasks
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that should be performed when creating production releases of EPICS
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Base.
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## The Release Process
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The decision to make a new release is taken during the
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Core Developers bi-weekly meetings in an informal manner. The steps
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detailed below were written to remind Andrew (or whoever does
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the release) exactly what has to be done, since it's so easy to
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miss steps.
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### Roles
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The following roles are used below:
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**Release Manager**
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Responsible for managing and tagging the release
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**Core Developers**
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Responsible for maintaining the EPICS software
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**Website Editors**
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Responsible for the EPICS websites
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<table data-border="1" width="100%">
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<colgroup>
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<col style="width: 20%" />
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<col style="width: 80%" />
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</colgroup>
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<tbody>
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<tr>
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<th>Who</th>
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<th>Description</th>
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</tr>
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<tr>
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<th colspan="3">Preparing for a release</th>
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</tr>
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<tr>
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<td>Release Manager</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>All developers</td>
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<td>Check the bug tracker for any outstanding items and handle
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appropriately.</td>
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</tr>
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<tr>
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<td>Release Manager</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>Release Manager<br />
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& all developers</td>
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<td>Request that documentation be updated and information about new
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features be added 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 on
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<a href="https://docs.epics-controls.org/en/latest/">
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docs.epics-controls.org</a></li>
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</ul></td>
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</tr>
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<tr>
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<td>Release Manager</td>
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<td>Review and update this checklist for the upcoming release. Update
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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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<td colspan="2">Testing</td>
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</tr>
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<tr>
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<td>Platform Developers</td>
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<td>Run the internal test programs on all appropriate platforms.</td>
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</tr>
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<tr>
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<td>Platform Developers</td>
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<td>Check that all makeBaseApp templates build and run properly, all
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<em>xxxApp</em> and <em>xxxBoot</em> types and any internal options,
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e.g. setting <code>STATIC_BUILD=YES</code> or using a different
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<code>INSTALL_LOCATION</code> in configure/CONFIG_SITE.</td>
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</tr>
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<tr>
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<td>Release Manager</td>
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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 on
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<a href="https://docs.epics-controls.org/en/latest/">
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docs.epics-controls.org</a></li>
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</ul></td>
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</tr>
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<tr>
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<td colspan="2" id="ReleaseApproval">Release Approval</td>
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</tr>
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<tr>
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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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<td colspan="2">Creating the final release version</td>
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</tr>
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<tr>
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<td>Release Manager</td>
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<td><h4 id="for-each-external-submodule-to-be-tagged">For each external
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submodule to be tagged</h4>
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<ol>
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<li><code>cd base-7.0/modules/<module>; git grep UNRELEASED</code>
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and insert the submodule's version number into any doxygen annotations
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that have a <code>@since UNRELEASED</code> comment. Commit (don't push
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yet).</li>
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<li>Check that the submodule's Release Notes have been updated to cover
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all changes; add missing items as necessary, and set the module version
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number and release date if appropriate.<br />
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Commit the changes to the submodule's Notes file (don't push).</li>
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<li>Copy the new submodule version number and Release Notes entries into
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a new file named
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<em><code>module</code></em><code>-</code><em><code>release</code></em>
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in the <code>base-7.0/documentation/new-notes</code> directory.</li>
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<li><p>Edit the module's release version file
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<code>configure/CONFIG_</code><em><code>module</code></em><code>_VERSION</code>
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and the <code>Doxyfile</code>s in the top-level and/or documentation
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directories. In these, set <code>DEVELOPMENT_FLAG=0</code> and remove
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<code>-dev</code> from the <code>PROJECT_NUMBER</code> string. Commit
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these changes (don't push):</p>
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<blockquote>
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<code> git commit -m 'Final commit for <submodule-version>' </code>
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</blockquote></li>
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<li><p>Tag the submodule:</p>
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<blockquote>
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<code> git tag -m 'ANJ: Tag for EPICS 7.0.10' <submodule-version> </code>
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</blockquote></li>
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<li><p>Generate documentation for modules with
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<code>release_notes.dox</code> files. Prepare to update the github-pages
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website as follows:</p>
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<blockquote>
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<code> cd base-7.0/modules/<module>/documentation</code><br />
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<code>make commit</code><br />
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<code>git push --force upstream gh-pages </code>
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</blockquote>
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<p><em>Q: Delay this <code>git push</code> until later?</em></p></li>
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<li><p>Update the Git submodule on the Base-7.0 branch to the
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newly-tagged version, check the module's status matches the tag:</p>
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<blockquote>
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<code> cd base-7.0/modules</code><br />
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<code>git add <module></code><br />
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<code>git submodule status --cached </code>
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</blockquote>
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<p>Don't commit the submodule updates yet.</p></li>
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<li>Edit the module's release version file
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<code>configure/CONFIG_</code><em><code>module</code></em><code>_VERSION</code>
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and its top-level <code>Doxyfile</code>; increment the
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<code>MAINTENANCE_VERSION</code>, set the <code>DEVELOPMENT_FLAG</code>
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value to 1, and update the <code>PROJECT_NUMBER</code> string, appending
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<code>-dev</code> to the new module version number. Commit changes.</li>
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<li><p>Push commits and the new tag to the submodule's GitHub repository
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(assumed to be the <code>upstream</code> remote):</p>
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<blockquote>
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<code> cd base-7.0/modules/<module></code><br />
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<code>git push --follow-tags upstream master </code>
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</blockquote></li>
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</ol></td>
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</tr>
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<tr>
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<td>Release Manager</td>
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<td><h4 id="after-all-submodules-have-been-updated">After all submodules
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have been updated:</h4>
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<ol>
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<li><p>Commit the submodule updates which were added for each submodule
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in step 7 above to the 7.0 branch (don't push):</p>
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<blockquote>
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<code> cd base-7.0/modules</code><br />
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<code>git commit -m "Update git submodules for release" </code>
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</blockquote></li>
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<li>Make sure that the output from
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<code>git submodule status --cached</code> only shows the appropriate
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version tags in the right-most parenthesized column with no
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<code>-</code><em><code>n</code></em><code>-g</code><em><code>xxxxxxx</code></em>
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suffix.</li>
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<li><p>Add and commit the new Release Note entry files that were created
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for each submodule in step 3 above (don't push):</p>
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<blockquote>
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<code> cd base-7.0/documentation</code><br />
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<code>git add new-notes</code><br />
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<code>git commit -m "Add submodule release note entries" </code>
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</blockquote></li>
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</ol></td>
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</tr>
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<tr>
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<td>Release Manager</td>
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<td><h4 id="in-the-main-epics-base-repository">In the main epics-base
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repository</h4>
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<ol>
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<li><code>cd base-7.0; git grep UNRELEASED</code> and insert the release
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version to any doxygen annotations that have a
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<code>@since UNRELEASED</code> comment. Commit (don't push).</li>
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<li>Edit the main EPICS Base version file and the built-in module
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version files:
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<ul>
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<li><code>configure/CONFIG_BASE_VERSION</code></li>
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<li><code>configure/CONFIG_LIBCOM_VERSION</code></li>
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<li><code>configure/CONFIG_CA_VERSION</code></li>
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<li><code>configure/CONFIG_DATABASE_VERSION</code></li>
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</ul></li>
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<li>Version numbers should be set according to the level of changes made
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since the last release. Note that the <code>MAINTENANCE_VERSION</code>
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or <code>PATCH_LEVEL</code> value will have been incremented immediately
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after the previous release tag was applied, so don't double-increment
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them. Set all <code>DEVELOPMENT_FLAG</code> values to 0 and set the
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<code>EPICS_DEV_SNAPSHOT</code> to an empty string (no quotes).</li>
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<li><p>Commit the above changes (don't push):</p>
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<blockquote>
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<code> cd base-7.0</code><br />
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<code>git add configure/CONFIG_*_VERSION</code><br />
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<code>git commit -m "Set core version numbers for release" </code>
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</blockquote></li>
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<li><p>When <code>EPICS_DEV_SNAPSHOT</code> is empty because a release
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is being created, the <code>documentation/Makefile</code> supports a
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build target <code>release</code> for creating a new release notes file
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<code>documentation/RELEASE-</code><em><code>version</code></em><code>.md</code>
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from the Markdown files in the <code>documentation/new-notes</code>
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directory. When run, it copies the notes entries from all the
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<code>new-notes/*.md</code> files, then deletes the files and prepares a
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Git commit to apply those changes permanently to the repository.</p>
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<p>Run these commands to generate the <code>RELEASE-7.0.10.md</code>
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file and remove the individual release note entry files:</p>
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<blockquote>
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<code> cd base-7.0/documentation</code><br />
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<code>make release</code>
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</blockquote></li>
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<li><p>The <code>make release</code> command add some changes into the
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Git index but didn't commit them. These commands let you check what was
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done and commit the result (don't push yet!):</p>
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<blockquote>
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<code> git status</code><br />
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<code>git diff --staged</code><br />
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<code>git commit -m "Generate RELEASE-7.0.10.md notes file" </code>
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</blockquote>
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<p>To undo those Git actions and confirm that happened, run these:</p>
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<blockquote>
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<code> make unrelease</code><br />
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<code>git status </code>
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</blockquote></li>
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</ol></td>
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</tr>
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<tr>
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<td>Release Manager</td>
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<td>Tag the epics-base module in Git:
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<blockquote>
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<code> cd base-7.0</code><br />
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<code>git tag -m 'ANJ: Tagged for release' R7.0.10 </code>
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</blockquote>
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<p>Don't push to GitHub yet.</p></td>
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</tr>
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<tr>
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<td>Release Manager</td>
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<td><h4 id="after-tagging-the-release">After tagging the release</h4>
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Edit the main EPICS Base version file and the built-in module version
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files:
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<ul>
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<li><code>configure/CONFIG_BASE_VERSION</code></li>
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<li><code>configure/CONFIG_LIBCOM_VERSION</code></li>
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<li><code>configure/CONFIG_CA_VERSION</code></li>
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<li><code>configure/CONFIG_DATABASE_VERSION</code></li>
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</ul>
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<p>Version numbers should be set for the next expected patch/maintenance
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release by incrementing the MAINTENANCE_VERSION or PATCH_LEVEL value in
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each file. Set all <code>DEVELOPMENT_FLAG</code> values to 1 and
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<code>EPICS_DEV_SNAPSHOT</code> to "-DEV".</p>
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<p>Commit these changes (don't push).</p></td>
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</tr>
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<tr>
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<td>Release Manager</td>
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<td>Export the tagged version into a tarfile. The
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<code>make-tar.sh</code> script generates a gzipped tarfile directly
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from the tag, excluding the files and directories that are only used for
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continuous integration:
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<blockquote>
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<code> cd base-7.0</code><br />
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<code>./.tools/make-tar.sh R7.0.10 ../base-7.0.10.tar.gz base-7.0.10/ </code>
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</blockquote>
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Create a GPG signature file of the tarfile as follows:
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<blockquote>
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<code> cd ..</code><br />
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<code>gpg --armor --sign --detach-sig base-7.0.10.tar.gz </code>
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</blockquote></td>
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</tr>
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<tr>
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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. 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 <code>upstream</code> remote):
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<blockquote>
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<code> git push --follow-tags upstream 7.0 </code>
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</blockquote></td>
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</tr>
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<tr>
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<td colspan="2">Publish to epics.anl.gov</td>
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</tr>
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<tr>
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<td>Website Editor</td>
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<td>Copy the tarfile and its signature to the Base download area of the
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website.</td>
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</tr>
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<tr>
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<td>Website Editor</td>
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<td>Add the new release tar file to the website Base download index
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page.</td>
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</tr>
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<tr>
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<td>Website Editor</td>
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<td>Create or update the website subdirectory that holds the release
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documentation, and copy in the files to be published with this release
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version.</td>
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</tr>
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<tr>
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<td>Website Editor</td>
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<td>Update the webpage for the new release with links to the release
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documents and tar file.</td>
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</tr>
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<tr>
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<td>Website Editor</td>
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<td>Link to the release webpage from other relevant areas of the website
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- update front page and sidebars.</td>
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</tr>
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<tr>
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<td>Website Editor</td>
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<td>Add an entry to the website News page, linking to the new version
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webpage.</td>
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</tr>
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<tr>
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<td colspan="2">Publish to epics-controls.org</td>
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</tr>
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<tr>
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<td>Website Editor</td>
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<td>Upload the tar file and its <code>.asc</code> signature file to the
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epics-controls web-server.
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<blockquote>
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<code> scp base-7.0.10.tar.gz base-7.0.10.tar.gz.asc epics-controls:download/base</code><br />
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</blockquote></td>
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</tr>
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<tr>
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<td>Website Editor</td>
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<td><p>Follow instructions on
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<a href="https://epics-controls.org/resources-and-support/documents/epics-website-documentation/adding-a-page-for-a-new-release/">
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Add a page for a new release</a>
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to create a new release webpage (not
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required for a patch release, just edit the existing page). Update the
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TablePress "Point Releases" table and add the new download, and adjust
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the Html Snippet for the series download.</p>
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<p>Not covered in those instructions: Go to Posts, find a previous
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release and use "Duplicate Post", then edit the result and publish it.
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This generates the News item.</p></td>
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</tr>
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<tr>
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<td colspan="2">Publish to GitHub</td>
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</tr>
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<tr>
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<td>Release Manager</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=R7.0.10">
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Create
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release from tag R7.0.10</a> page. Upload the tar file and its
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<code>.asc</code> signature file to the new GitHub release page, or just
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drag-n-drop them into the page. Copy/paste the text from the previous
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release and edit. Submit.</td>
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</tr>
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<tr>
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<td>Release Manager</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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<td colspan="2">Make Announcement</td>
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</tr>
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<tr>
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<td>Release Manager</td>
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<td>Announce the release on the tech-talk mailing list.</td>
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</tr>
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</tbody>
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</table>
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