461 lines
16 KiB
HTML
461 lines
16 KiB
HTML
<?xml version="1.0" encoding="iso-8859-1"?>
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<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN"
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"http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
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<html xmlns="http://www.w3.org/1999/xhtml">
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1" />
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<title>EPICS Release Procedures & Checklist</title>
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</head>
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<body>
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<h1>EPICS Base Release Procedures & Checklist</h1>
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<p>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 Base.</p>
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<h3>The Release Process</h3>
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<h4>Full Process</h4>
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<p>The version released on the Feature Freeze date is designated the first
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pre-release, <tt>-pre1</tt>. The first release candidate <tt>-rc1</tt> is the
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first version that has undergone testing by the developers and has shown no
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problems that must be fixed before release. New versions should be made at about
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2-weekly intervals after the <tt>-pre1</tt> release, and designated as either
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pre-release or release candidate versions by the Release Manager. Release
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candidates are announced to the whole community via the tech-talk mailing list,
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pre-releases are announced to to the developers via the core-talk list. After a
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release candidate has been available for 2 weeks without any new problems being
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reported or major changes having to be committed, the final release can be
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made.</p>
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<h4>Short Process for Patch Releases</h4>
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<p>The Patch Release date and its scope are agreed upon a few weeks ahead of the
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release. If no blocking issues are raised, the release is made by the Release
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Manager on or as soon as possible after that date, following the steps below
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starting at <a href="#ReleaseApproval">Release Approval</a>.</p>
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<h3>Roles</h3>
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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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<dd>Responsible for managing and tagging the release</dd>
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<dt><strong>Platform Developers</strong> (optional)</dt>
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<dd>Responsible for individual operating system platforms</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>Website Manager</strong> (Andrew Johnson)</dt>
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<dd>Responsible for the EPICS website</dd>
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</dl>
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<form>
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<table border="1" width="100%">
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<tbody>
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<tr>
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<th>Check</th>
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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> </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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</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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</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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</tr>
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<tr>
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<td> </td>
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<td>Release Manager<br />
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& all developers</td>
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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>Application Developers Guide</li>
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<li>Release Notes</li>
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<li>Known Problems</li>
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<li>Other documents</li>
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</ul>
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</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>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>Website 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. Note that
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pre-release and release-candidate versions should not get Launchpad
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milestones, only the final release.</td>
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</tr>
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<tr>
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<th colspan="3">Creating pre-release and release-candidate versions</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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<!-- Submodules... -->
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<td>Edit and commit changes to the EPICS version number file
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configure/CONFIG_BASE_VERSION.</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>Tag the module in Git, using these tag conventions:
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<ul>
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<li>
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<tt>R7.0.3-pre<i>n</i></tt>
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— pre-release tag
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</li>
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<li>
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<tt>R7.0.3-rc<i>n</i></tt>
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— release candidate tag
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</li>
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</ul>
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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 7.0.3-rc1' R7.0.3-rc1
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</tt></blockquote>
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Note that submodules must <em>not</em> be tagged with the version used
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for the top-level, they each have their own separate version numbers
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that are only tagged at the final release.</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>Export the tagged version into a tarfile. The <tt>make-tar.sh</tt>
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script generates a gzipped tarfile directly from the tag, excluding the
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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 R7.0.3-rc1 base-7.0.3-rc1.tar.gz base-7.0.3-rc1/
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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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gpg --armor --sign --detach-sig base-7.0.3-rc1.tar.gz
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</tt></blockquote>
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</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>Test the tarfile by extracting its contents and building it on at
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least one supported platform.</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>Website Manager</td>
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<td>Copy the tarfile and its signature to the Base download area of the
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website and add the new files 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><input type="checkbox"></td>
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<td>Website Manager</td>
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<td>Create or update a website subdirectory to hold the release
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documentation, and copy in selected files from the base/documentation
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and base/html directories of the tarfile.</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>Website Manager</td>
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<td>Create or modify the webpage for the new release with links to the
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release documents and tar file. Pre-release and release-candidate
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versions should use the page and URL for the final release version
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number.</td>
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</tr>
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<tr>
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<th colspan="3">Testing</th>
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</tr>
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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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<blockquote><tt>
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make -s runtests
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</tt></blockquote></td>
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</tr>
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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 CA client side regression tests on all available host
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platforms.</td>
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</tr>
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<tr>
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<td> </td>
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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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<i>xxxApp</i> and <i>xxxBoot</i> types and any internal options, e.g.
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setting <tt>STATIC_BUILD=YES</tt> or using a different
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<tt>INSTALL_LOCATION</tt> in configure/CONFIG_SITE.</td>
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</tr>
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<tr>
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<td> </td>
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<td>Platform Developers</td>
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<td>Build the SNL Sequencer against this version of Base, and check that
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the makeBaseApp example builds and runs correctly with it.</td>
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</tr>
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<tr>
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<td> </td>
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<td>Application Developers</td>
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<td>Build external applications against this version of Base on all
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available platforms and test as appropriate. Application code changes
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may be necessary where the EPICS Base APIs have been modified.</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>Check that documentation has been updated:
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<ul>
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<li><a href="https://launchpad.net/epics-appdev">Application
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Developers Guide</a></li>
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<li>Release Notes</li>
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<li>Known Problems (hopefully empty)</li>
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<li>Other documents (converting...)</li>
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</ul>
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</td>
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</tr>
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<tr>
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<th colspan="3" id="ReleaseApproval">
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Release Approval</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>Obtain a positive <q>Ok to release</q> from all platform developers
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once a release candidate version has gone for 2 weeks without any major
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new issues being reported.</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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</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>
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<p>For each external submodule, check if the module's release version
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number (and SHRLIB_VERSION setting) has been updated if appropriate,
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and that its Release Notes have been updated to cover any changes.
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Commit any fixes and tag the module if that hasn't already been
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done.</p>
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<p>Update all external submodules on the Base-7.0 branch and
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commit.</p></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>Edit and commit changes to the EPICS Base version number file and
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these embedded module version files:
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<ul>
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<li>configure/CONFIG_BASE_VERSION </li>
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<li>modules/libcom/configure/CONFIG_LIBCOM_VERSION</li>
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<li>modules/ca/configure/CONFIG_CA_VERSION</li>
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<li>modules/database/configure/CONFIG_DATABASE_VERSION</li>
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</ul>
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<p>Version numbers should be set according to the level of changes
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made since the last release. Note that the MAINTENANCE_VERSION or
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PATCH_LEVEL value should have been incremented after the previous
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release tag was applied.</p>
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<p>Set all DEVELOPMENT_FLAG values to 0 and EPICS_DEV_SNAPSHOT to the
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empty string.</p>
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</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>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 7.0.3' R7.0.3</i>
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</tt></blockquote>
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<p>Don't push these commits or the new tag to the Launchpad repository
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yet.</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>Edit and commit changes to the EPICS Base version number file and
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the embedded module version files as follows:
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<ul>
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<li>configure/CONFIG_BASE_VERSION </li>
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<li>modules/libcom/configure/CONFIG_LIBCOM_VERSION</li>
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<li>modules/ca/configure/CONFIG_CA_VERSION</li>
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<li>modules/database/configure/CONFIG_DATABASE_VERSION</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
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value in each file.</p>
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<p>Set all DEVELOPMENT_FLAG values to 1 and EPICS_DEV_SNAPSHOT to
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"-DEV".</p>
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</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>Export the tagged version into a tarfile. The <tt>make-tar.sh</tt>
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script generates a gzipped tarfile directly from the tag, excluding the
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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 R7.0.3 base-7.0.3.tar.gz base-7.0.3/
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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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gpg --armor --sign --detach-sig base-7.0.3.tar.gz
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</tt></blockquote>
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</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>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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<blockquote><tt>
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git push --follow-tags upstream 7.0
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</tt></blockquote>
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</td>
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</tr>
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<tr>
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<th colspan="3">Publish to epics.anl.gov</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>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><input type="checkbox"></td>
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<td>Website Manager</td>
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<td>Update the website subdirectory that holds the release
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documentation, and copy in the files from the base/documentation
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directory of the tarfile.</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>Website Manager</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><input type="checkbox"></td>
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<td>Website Manager</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><input type="checkbox"></td>
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<td>Website Manager</td>
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<td>Link to the release webpage from other relevent areas of the
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website - update front page and sidebars.</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>Website Manager</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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<th colspan="3">Publish to epics-controls</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>Website Manager</td>
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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-7.0.3.tar.gz base-7.0.3.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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<tr>
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<td><input type="checkbox"></td>
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<td>Website Manager</td>
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<td>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> 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 XYZ Html Snippet for the series download.
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</td>
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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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</tr>
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<tr>
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<td><input type="checkbox"></td>
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<td>Website 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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</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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</tr>
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<tr>
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<th colspan="3">Make Announcement</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>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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</form>
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</body>
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</html>
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