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1 | =head1 NAME |
2 | |
3 | release_managers_guide - Releasing a new version of perl 5.x |
4 | |
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5 | As of August 2009, this file is mostly complete, although it is missing |
6 | some detail on doing a major release (e.g. 5.10.0 -> 5.12.0). Note that |
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7 | things change at each release, so there may be new things not covered |
8 | here, or tools may need updating. |
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9 | |
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10 | =head1 SYNOPSIS |
11 | |
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12 | This document describes the series of tasks required - some automatic, some |
13 | manual - to produce a perl release of some description, be that a snaphot, |
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14 | release candidate, or final, numbered release of maint or blead. |
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15 | |
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16 | The release process has traditionally been executed by the current |
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17 | pumpking. Blead releases from 5.11.0 forward are made each month on the |
18 | 20th by a non-pumpking release engineer. The release engineer roster |
19 | and schedule can be found in Porting/release_schedule.pod. |
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20 | |
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21 | This document both helps as a check-list for the release engineer |
22 | and is a base for ideas on how the various tasks could be automated |
23 | or distributed. |
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24 | |
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25 | The outline of a typical release cycle is as follows: |
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26 | |
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27 | (5.10.1 is released, and post-release actions have been done) |
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28 | |
29 | ...time passes... |
30 | |
31 | an occasional snapshot is released, that still identifies itself as |
32 | 5.10.1 |
33 | |
34 | ...time passes... |
35 | |
36 | a few weeks before the release, a number of steps are performed, |
37 | including bumping the version to 5.10.2 |
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38 | |
39 | ...a few weeks passes... |
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40 | |
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41 | perl-5.10.2-RC1 is released |
42 | |
43 | perl-5.10.2 is released |
44 | |
45 | post-release actions are performed, including creating new |
46 | perl5103delta.pod |
47 | |
48 | ... the cycle continues ... |
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49 | |
50 | =head1 DETAILS |
51 | |
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52 | Some of the tasks described below apply to all four types of |
53 | release of Perl. (snapshot, RC, final release of maint, final |
54 | release of blead). Some of these tasks apply only to a subset |
55 | of these release types. If a step does not apply to a given |
56 | type of release, you will see a notation to that effect at |
57 | the beginning of the step. |
58 | |
59 | =head2 Release types |
60 | |
61 | =over 4 |
62 | |
63 | =item Snapshot |
64 | |
65 | A snapshot is intended to encourage in-depth testing from time-to-time, |
66 | for example after a key point in the stabilisation of a branch. It |
67 | requires fewer steps than a full release, and the version number of perl in |
68 | the tarball will usually be the same as that of the previous release. |
69 | |
70 | =item Release Candidate (RC) |
71 | |
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72 | A release candidate is an attempt to produce a tarball that is a close as |
73 | possible to the final release. Indeed, unless critical faults are found |
74 | during the RC testing, the final release will be identical to the RC |
75 | barring a few minor fixups (updating the release date in F<perlhist.pod>, |
76 | removing the RC status from F<patchlevel.h>, etc). If faults are found, |
77 | then the fixes should be put into a new release candidate, never directly |
78 | into a final release. |
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79 | |
80 | =item Stable/Maint release |
81 | |
82 | At this point you should have a working release candidate with few or no |
83 | changes since. |
84 | |
85 | It's essentially the same procedure as for making a release candidate, but |
86 | with a whole bunch of extra post-release steps. |
87 | |
88 | =item Blead release |
89 | |
90 | It's essentially the same procedure as for making a release candidate, but |
91 | with a whole bunch of extra post-release steps. |
92 | |
93 | =back |
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94 | |
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95 | =head2 Prerequisites |
96 | |
97 | Before you can make an official release of perl, there are a few |
98 | hoops you need to jump through: |
99 | |
100 | =over 4 |
101 | |
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102 | =item PAUSE account |
103 | |
104 | I<SKIP this step for SNAPSHOT> |
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105 | |
106 | Make sure you have a PAUSE account suitable for uploading a perl release. |
107 | If you don't have a PAUSE account, then request one: |
108 | |
109 | https://pause.perl.org/pause/query?ACTION=request_id |
110 | |
111 | Check that your account is allowed to upload perl distros: goto |
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112 | L<https://pause.perl.org/>, login, then select 'upload file to CPAN'; there |
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113 | should be a "For pumpkings only: Send a CC" tickbox. If not, ask Andreas |
114 | König to add your ID to the list of people allowed to upload something |
115 | called perl. You can find Andreas' email address at: |
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116 | |
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117 | https://pause.perl.org/pause/query?ACTION=pause_04imprint |
118 | |
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119 | =item search.cpan.org |
120 | |
121 | Make sure that search.cpan.org knows that you're allowed to upload |
122 | perl distros. Contact Graham Barr to make sure that you're on the right |
123 | list. |
124 | |
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125 | =item CPAN mirror |
126 | |
127 | Some release engineering steps require a full mirror of the CPAN. |
128 | Work to fall back to using a remote mirror via HTTP is incomplete |
129 | but ongoing. (No, a minicpan mirror is not sufficient) |
130 | |
131 | =item git checkout and commit bit |
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132 | |
133 | You will need a working C<git> installation, checkout of the perl |
134 | git repository and perl commit bit. For information about working |
135 | with perl and git, see F<pod/perlrepository.pod>. |
136 | |
137 | If you are not yet a perl committer, you won't be able to make a |
138 | release. Have a chat with whichever evil perl porter tried to talk |
139 | you into the idea in the first place to figure out the best way to |
140 | resolve the issue. |
141 | |
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142 | |
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143 | =item Quotation for release announcement epigraph |
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144 | |
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145 | I<SKIP this step for SNAPSHOT and RC> |
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146 | |
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147 | For a numbered blead or maint release of perl, you will need a quotation |
148 | to use as an epigraph to your release announcement. (There's no harm |
149 | in having one for a snapshot, but it's not required). |
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150 | |
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151 | |
152 | =back |
153 | |
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154 | |
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155 | =head2 Building a release - advance actions |
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156 | |
157 | The work of building a release candidate for a numbered release of |
158 | perl generally starts several weeks before the first release candidate. |
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159 | Some of the following steps should be done regularly, but all I<must> be |
160 | done in the run up to a release. |
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161 | |
162 | =over 4 |
163 | |
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164 | =item * |
165 | |
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166 | I<You MAY SKIP this step for SNAPSHOT> |
167 | |
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168 | Ensure that dual-life CPAN modules are synchronised with CPAN. Basically, |
169 | run the following: |
170 | |
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171 | $ ./perl -Ilib Porting/core-cpan-diff -a -o /tmp/corediffs |
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172 | |
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173 | to see any inconsistencies between the core and CPAN versions of distros, |
174 | then fix the core, or cajole CPAN authors as appropriate. See also the |
175 | C<-d> and C<-v> options for more detail. You'll probably want to use the |
176 | C<-c cachedir> option to avoid repeated CPAN downloads. |
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177 | |
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178 | To see which core distro versions differ from the current CPAN versions: |
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179 | |
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180 | $ ./perl -Ilib Porting/core-cpan-diff -x -a |
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181 | |
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182 | If you are making a maint release, run C<core-cpan-diff> on both blead and |
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183 | maint, then diff the two outputs. Compare this with what you expect, and if |
184 | necessary, fix things up. For example, you might think that both blead |
185 | and maint are synchronised with a particular CPAN module, but one might |
186 | have some extra changes. |
187 | |
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188 | =item * |
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189 | |
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190 | I<You MAY SKIP this step for SNAPSHOT> |
191 | |
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192 | Ensure dual-life CPAN modules are stable, which comes down to: |
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193 | |
194 | for each module that fails its regression tests on $current |
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195 | did it fail identically on $previous? |
196 | if yes, "SEP" (Somebody Else's Problem) |
197 | else work out why it failed (a bisect is useful for this) |
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198 | |
199 | attempt to group failure causes |
200 | |
201 | for each failure cause |
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202 | is that a regression? |
203 | if yes, figure out how to fix it |
204 | (more code? revert the code that broke it) |
205 | else |
206 | (presumably) it's relying on something un-or-under-documented |
207 | should the existing behaviour stay? |
208 | yes - goto "regression" |
209 | no - note it in perldelta as a significant bugfix |
210 | (also, try to inform the module's author) |
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211 | |
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212 | =item * |
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213 | |
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214 | I<You MAY SKIP this step for SNAPSHOT> |
215 | |
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216 | Similarly, monitor the smoking of core tests, and try to fix. |
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217 | |
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218 | =item * |
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219 | |
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220 | I<You MAY SKIP this step for SNAPSHOT> |
221 | |
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222 | Similarly, monitor the smoking of perl for compiler warnings, and try to |
223 | fix. |
224 | |
225 | =item * |
226 | |
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227 | I<You MAY SKIP this step for SNAPSHOT> |
228 | |
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229 | Run F<Porting/cmpVERSION.pl> to compare the current source tree with the |
230 | previous version to check for for modules that have identical version |
231 | numbers but different contents, e.g.: |
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232 | |
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233 | $ cd ~/some-perl-root |
234 | $ ./perl -Ilib Porting/cmpVERSION.pl -xd ~/my_perl-tarballs/perl-5.10.0 . |
235 | |
236 | then bump the version numbers of any non-dual-life modules that have |
237 | changed since the previous release, but which still have the old version |
238 | number. If there is more than one maintenance branch (e.g. 5.8.x, 5.10.x), |
239 | then compare against both. |
240 | |
241 | Note that some of the files listed may be generated (e.g. copied from ext/ |
242 | to lib/, or a script like lib/lib_pm.PL is run to produce lib/lib.pm); |
243 | make sure you edit the correct file! |
244 | |
245 | Once all version numbers have been bumped, re-run the checks. |
246 | |
247 | Then run again without the -x option, to check that dual-life modules are |
248 | also sensible. |
249 | |
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250 | $ ./perl -Ilib Porting/cmpVERSION.pl -d ~/my_perl-tarballs/perl-5.10.0 . |
251 | |
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252 | =item * |
253 | |
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254 | I<You MAY SKIP this step for SNAPSHOT> |
255 | |
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256 | Get perldelta in a mostly finished state. |
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257 | |
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258 | Peruse F<Porting/how_to_write_a_perldelta.pod>, and try to make sure that |
259 | every section it lists is, if necessary, populated and complete. Copy |
260 | edit the whole document. |
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261 | |
262 | =item * |
263 | |
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264 | I<You MUST SKIP this step for SNAPSHOT> |
265 | |
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266 | A week or two before the first release candidate, bump the perl version |
267 | number (e.g. from 5.10.0 to 5.10.1), to allow sufficient time for testing |
268 | and smoking with the target version built into the perl executable. For |
269 | subsequent release candidates and the final release, it it not necessary |
270 | to bump the version further. |
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271 | |
272 | There is a tool to semi-automate this process. It works in two stages. |
273 | First, it generates a list of suggested changes, which you review and |
274 | edit; then you feed this list back and it applies the edits. So, first |
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275 | scan the source directory looking for likely candidates. The command line |
276 | arguments are the old and new version numbers, and -s means scan: |
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277 | |
278 | $ Porting/bump-perl-version -s 5.10.0 5.10.1 > /tmp/scan |
279 | |
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280 | This produces a file containing a list of suggested edits, e.g.: |
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281 | |
282 | NetWare/Makefile |
283 | |
284 | 89: -MODULE_DESC = "Perl 5.10.0 for NetWare" |
285 | +MODULE_DESC = "Perl 5.10.1 for NetWare" |
286 | |
287 | i.e. in the file F<NetWare/Makefile>, line 89 would be changed as shown. |
288 | Review the file carefully, and delete any -/+ line pairs that you don't |
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289 | want changing. You can also edit just the C<+> line to change the |
290 | suggested replacement text. Remember that this tool is largely just |
291 | grepping for '5.10.0' or whatever, so it will generate false positives. Be |
292 | careful not change text like "this was fixed in 5.10.0"! Then run: |
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293 | |
294 | $ Porting/bump-perl-version -u < /tmp/scan |
295 | |
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296 | which will update all the files shown. |
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297 | |
298 | Be particularly careful with F<INSTALL>, which contains a mixture of |
299 | C<5.10.0>-type strings, some of which need bumping on every release, and |
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300 | some of which need to be left unchanged. Also note that this tool |
301 | currently only detects a single substitution per line: so in particular, |
302 | this line in README.vms needs special handling: |
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303 | |
304 | rename perl-5^.10^.1.dir perl-5_10_1.dir |
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305 | |
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306 | Commit your changes: |
307 | |
308 | $ git st |
309 | $ git diff |
310 | B<review the delta carefully> |
311 | |
312 | $ git commit -a -m 'Bump the perl version in various places for 5.x.y' |
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313 | |
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314 | When the version number is bumped, you should also update Module::CoreList (as |
315 | described below in L<"Building a release - on the day">) to reflect the new |
316 | version number. |
317 | |
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318 | =item * |
319 | |
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320 | I<You MUST SKIP this step for SNAPSHOT> |
321 | |
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322 | Review and update INSTALL to account for the change in version number; |
323 | in particular, the "Coexistence with earlier versions of perl 5" section. |
324 | |
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325 | =item * |
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326 | |
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327 | I<You MUST SKIP this step for SNAPSHOT> |
328 | |
329 | Update the F<Changes> file to contain the git log command which would show |
330 | all the changes in this release. You will need assume the existence of a |
331 | not-yet created tag for the forthcoming release; e.g. |
332 | |
333 | git log ... perl-5.10.0..perl-5.12.0 |
334 | |
335 | Due to warts in the perforce-to-git migration, some branches require extra |
336 | exclusions to avoid other branches being pulled in. Make sure you have the |
337 | correct incantation: replace the not-yet-created tag with C<HEAD> and see |
338 | if C<git log> produces roughly the right number of commits across roughly the |
339 | right time period (you may find C<git log --pretty=oneline | wc> useful). |
340 | |
341 | =item * |
342 | |
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343 | Check some more build configurations. The check that setuid builds and |
344 | installs is for < 5.11.0 only. |
345 | |
346 | $ sh Configure -Dprefix=/tmp/perl-5.x.y -Uinstallusrbinperl \ |
347 | -Duseshrplib -Dd_dosuid |
348 | $ make |
349 | $ LD_LIBRARY_PATH=`pwd` make test # or similar for useshrplib |
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350 | |
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351 | $ make suidperl |
352 | $ su -c 'make install' |
353 | $ ls -l .../bin/sperl |
354 | -rws--x--x 1 root root 69974 2009-08-22 21:55 .../bin/sperl |
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355 | |
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356 | (Then delete the installation directory.) |
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357 | |
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358 | XXX think of other configurations that need testing. |
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359 | |
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360 | =item * |
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361 | |
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362 | I<You MAY SKIP this step for SNAPSHOT> |
363 | |
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364 | Update F<AUTHORS>, using the C<Porting/checkAUTHORS.pl> script, and if |
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365 | necessary, update the script to include new alias mappings for porters |
366 | already in F<AUTHORS> |
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367 | |
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368 | $ git log | perl Porting/checkAUTHORS.pl --acknowledged AUTHORS - |
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369 | |
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370 | =back |
371 | |
372 | =head2 Building a release - on the day |
373 | |
374 | This section describes the actions required to make a release (or snapshot |
375 | etc) that are performed on the actual day. |
376 | |
377 | =over 4 |
378 | |
379 | =item * |
380 | |
381 | Review all the items in the previous section, |
382 | L<"Building a release - advance actions"> to ensure they are all done and |
383 | up-to-date. |
384 | |
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385 | =item * |
386 | |
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387 | I<You MAY SKIP this step for SNAPSHOT> |
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388 | |
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389 | Re-read the perldelta to try to find any embarrassing typos and thinkos; |
390 | remove any C<TODO> or C<XXX> flags; update the "Known Problems" section |
391 | with any serious issues for which fixes are not going to happen now; and |
392 | run through pod and spell checkers, e.g. |
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393 | |
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394 | $ podchecker -warnings -warnings pod/perl5101delta.pod |
395 | $ spell pod/perl5101delta.pod |
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396 | |
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397 | Also, you may want to generate and view an HTML version of it to check |
398 | formatting, e.g. |
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399 | |
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400 | $ perl pod/pod2html pod/perl5101delta.pod > /tmp/perl5101delta.html |
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401 | |
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402 | =item * |
403 | |
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404 | Make sure you have a gitwise-clean perl directory (no modified files, |
405 | unpushed commits etc): |
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406 | |
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407 | $ git status |
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408 | |
409 | =item * |
410 | |
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411 | If not already built, Configure and build perl so that you have a Makefile |
412 | and porting tools: |
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413 | |
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414 | $ ./Configure -Dusedevel -des && make |
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415 | |
416 | =item * |
417 | |
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418 | Check that files managed by F<regen.pl> and friends are up to date. From |
419 | within your working directory: |
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420 | |
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421 | $ git status |
422 | $ make regen |
423 | $ make regen_perly |
424 | $ git status |
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425 | |
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426 | If any of the files managed by F<regen.pl> have changed, then you should |
427 | re-make perl to check that it's okay, then commit the updated versions: |
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428 | |
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429 | $ git commit -a -m 'make regen; make regen_perly' |
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430 | |
431 | =item * |
432 | |
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433 | Rebuild META.yml: |
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434 | |
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435 | $ rm META.yml |
436 | $ make META.yml |
437 | $ git diff |
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438 | |
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439 | XXX it would be nice to make Porting/makemeta use regen_lib.pl |
440 | to get the same 'update the file if its changed' functionality |
441 | we get with 'make regen' etc. |
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442 | |
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443 | Commit META.yml if it has changed: |
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444 | |
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445 | $ git commit -m 'Update META.yml' META.yml |
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446 | |
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447 | =item * |
448 | |
449 | I<You MUST SKIP this step for SNAPSHOT> |
450 | |
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451 | Update C<Module::Corelist> with module version data for the new release. |
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452 | |
453 | Note that if this is a maint release, you should run the following actions |
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454 | from the maint directory, but commit the C<Corelist.pm> changes in |
455 | I<blead> and subsequently cherry-pick it. |
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456 | |
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457 | F<corelist.pl> uses ftp.funet.fi to verify information about dual-lived |
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458 | modules on CPAN. It can use a full, local CPAN mirror or fall back |
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459 | to C<wget> or C<curl> to fetch only package metadata remotely. (If you're |
460 | on Win32, then installing Cygwin is one way to have commands like C<wget> |
461 | and C<curl> available.) |
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462 | |
463 | (If you'd prefer to have a full CPAN mirror, see |
464 | http://www.cpan.org/misc/cpan-faq.html#How_mirror_CPAN) |
465 | |
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466 | Then change to your perl checkout, and if necessary, |
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467 | |
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468 | $ make perl |
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469 | |
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470 | If this not the first update for this version (e.g. if it was updated |
471 | when the version number was originally bumped), first edit |
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472 | F<dist/Module-CoreList/lib/Module/CoreList.pm> to delete the existing |
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473 | entries for this version from the C<%released> and C<%version> hashes: |
474 | they will have a key like C<5.010001> for 5.10.1. |
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475 | |
476 | XXX the edit-in-place functionality of Porting/corelist.pl should |
477 | be fixed to handle this automatically. |
478 | |
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479 | Then, If you have a local CPAN mirror, run: |
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480 | |
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481 | $ ./perl -Ilib Porting/corelist.pl ~/my-cpan-mirror |
482 | |
483 | Otherwise, run: |
484 | |
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485 | $ ./perl -Ilib Porting/corelist.pl cpan |
486 | |
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487 | This will chug for a while, possibly reporting various warnings about |
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488 | badly-indexed CPAN modules unrelated to the modules actually in core. |
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489 | Assuming all goes well, it will update |
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490 | F<dist/Module-CoreList/lib/Module/CoreList.pm>. |
bfadf2ba |
491 | |
492 | Check that file over carefully: |
493 | |
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494 | $ git diff dist/Module-CoreList/lib/Module/CoreList.pm |
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495 | |
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496 | If necessary, bump C<$VERSION> (there's no need to do this for |
497 | every RC; in RC1, bump the version to a new clean number that will |
498 | appear in the final release, and leave as-is for the later RCs and final). |
499 | |
500 | Edit the version number in the new C<< 'Module::CoreList' => 'X.YZ' >> |
501 | entry, as that is likely to reflect the previous version number. |
502 | |
e8c01f92 |
503 | Also edit Module::CoreList's new version number in its F<Changes> file and |
504 | in its F<META.yml> file. |
505 | |
a0db33fe |
506 | In addition, if this is a final release (rather than a release candidate): |
bfadf2ba |
507 | |
508 | =over 4 |
509 | |
510 | =item * |
511 | |
512 | Update this version's entry in the C<%released> hash with today's date. |
513 | |
514 | =item * |
515 | |
516 | Make sure that the script has correctly updated the C<CAVEATS> section |
517 | |
518 | =back |
519 | |
520 | Finally, commit the new version of Module::CoreList: |
a0db33fe |
521 | (unless this is for maint; in which case commit it blead first, then |
522 | cherry-pick it back). |
bfadf2ba |
523 | |
770cf6ff |
524 | $ git commit -m 'Update Module::CoreList for 5.x.y' dist/Module-CoreList/lib/Module/CoreList.pm |
bfadf2ba |
525 | |
bfadf2ba |
526 | =item * |
527 | |
a0db33fe |
528 | Check that the manifest is sorted and correct: |
8c35d285 |
529 | |
a0db33fe |
530 | $ make manisort |
531 | $ make distclean |
300b5357 |
532 | $ git clean -xdf # This shouldn't be necessary if distclean is correct |
a0db33fe |
533 | $ perl Porting/manicheck |
52a66c2c |
534 | $ git status |
a0db33fe |
535 | |
d5bddf6e |
536 | XXX manifest _sorting_ is now checked with make test_porting |
537 | |
a0db33fe |
538 | Commit MANIFEST if it has changed: |
539 | |
540 | $ git commit -m 'Update MANIFEST' MANIFEST |
541 | |
542 | =item * |
543 | |
544 | I<You MUST SKIP this step for SNAPSHOT> |
545 | |
546 | Add an entry to F<pod/perlhist.pod> with the current date, e.g.: |
547 | |
548 | David 5.10.1-RC1 2009-Aug-06 |
549 | |
550 | Make sure that the correct pumpking is listed in the left-hand column, and |
551 | if this is the first release under the stewardship of a new pumpking, make |
552 | sure that his or her name is listed in the section entitled |
553 | C<THE KEEPERS OF THE PUMPKIN>. |
554 | |
555 | Be sure to commit your changes: |
556 | |
557 | $ git commit -m 'add new release to perlhist' pod/perlhist.pod |
8c35d285 |
558 | |
559 | =item * |
560 | |
d7eb1120 |
561 | I<You MUST SKIP this step for SNAPSHOT> |
562 | |
a42352ee |
563 | Update F<patchlevel.h> to add a C<-RC1>-or-whatever string; or, if this is |
564 | a final release, remove it. For example: |
d7eb1120 |
565 | |
566 | static const char * const local_patches[] = { |
567 | NULL |
568 | + ,"RC1" |
569 | PERL_GIT_UNPUSHED_COMMITS /* do not remove this line */ |
570 | |
571 | Be sure to commit your change: |
572 | |
573 | $ git commit -m 'bump version to RCnnn' patchlevel.h |
574 | |
575 | =item * |
576 | |
a0db33fe |
577 | Build perl, then make sure it passes its own test suite, and installs: |
578 | |
579 | $ git clean -xdf |
a42352ee |
580 | $ ./Configure -des -Dprefix=/tmp/perl-5.x.y-pretest |
581 | |
582 | # or if it's an odd-numbered version: |
a0db33fe |
583 | $ ./Configure -des -Dusedevel -Dprefix=/tmp/perl-5.x.y-pretest |
a42352ee |
584 | |
a0db33fe |
585 | $ make test install |
586 | |
587 | =item * |
588 | |
52a66c2c |
589 | Check that the output of C</tmp/perl-5.x.y-pretest/bin/perl -v> and |
590 | C</tmp/perl-5.x.y-pretest/bin/perl -V> are as expected, |
a0db33fe |
591 | especially as regards version numbers, patch and/or RC levels, and @INC |
52a66c2c |
592 | paths. Note that as they have been been built from a git working |
593 | directory, they will still identify themselves using git tags and |
594 | commits. |
595 | |
596 | Then delete the temporary installation. |
597 | |
598 | =item * |
599 | |
600 | If this is maint release, make sure F<Porting/mergelog> is saved and |
601 | committed. |
a0db33fe |
602 | |
603 | =item * |
604 | |
605 | Push all your recent commits: |
606 | |
607 | $ git push origin .... |
608 | |
96054f12 |
609 | |
610 | =item * |
611 | |
612 | I<You MUST SKIP this step for SNAPSHOT> |
613 | |
e8c01f92 |
614 | Tag the release (e.g.): |
96054f12 |
615 | |
616 | $ git tag v5.11.0 -m'First release of the v5.11 series!' |
617 | |
e8c01f92 |
618 | (Adjust the syntax appropriately if you're working on Win32, i.e. use |
619 | C<-m "..."> rather than C<-m'...'>.) |
620 | |
f662f3b7 |
621 | It is VERY important that from this point forward, you not push |
622 | your git changes to the Perl master repository. If anything goes |
623 | wrong before you publish your newly-created tag, you can delete |
624 | and recreate it. Once you push your tag, we're stuck with it |
625 | and you'll need to use a new version number for your release. |
626 | |
a0db33fe |
627 | =item * |
628 | |
8c35d285 |
629 | Create a tarball. Use the C<-s> option to specify a suitable suffix for |
630 | the tarball and directory name: |
631 | |
632 | $ cd root/of/perl/tree |
633 | $ make distclean |
75a012fe |
634 | $ git clean -xdf # make sure perl and git agree on files |
635 | $ git status # and there's nothing lying around |
8c35d285 |
636 | |
637 | $ perl Porting/makerel -b -s `git describe` # for a snapshot |
638 | $ perl Porting/makerel -b -s RC1 # for a release candidate |
639 | $ perl Porting/makerel -b # for a final release |
640 | |
641 | This creates the directory F<../perl-x.y.z-RC1> or similar, copies all |
642 | the MANIFEST files into it, sets the correct permissions on them, |
643 | adds DOS line endings to some, then tars it up as |
644 | F<../perl-x.y.z-RC1.tar.gz>. With C<-b>, it also creates a C<tar.bz2> file. |
645 | |
96054f12 |
646 | |
8c35d285 |
647 | XXX if we go for extra tags and branches stuff, then add the extra details |
648 | here |
649 | |
650 | =item * |
651 | |
a42352ee |
652 | Clean up the temporary directory, e.g. |
653 | |
654 | $ rm -rf ../perl-x.y.z-RC1 |
655 | |
656 | =item * |
657 | |
8c35d285 |
658 | Copy the tarballs (.gz and possibly .bz2) to a web server somewhere you |
659 | have access to. |
660 | |
661 | =item * |
662 | |
663 | Download the tarball to some other machine. For a release candidate, |
664 | you really want to test your tarball on two or more different platforms |
665 | and architectures. The #p5p IRC channel on irc.perl.org is a good place |
666 | to find willing victims. |
667 | |
668 | =item * |
669 | |
670 | Check that basic configuration and tests work on each test machine: |
671 | |
672 | $ ./Configure -des && make all test |
f6af4394 |
673 | |
674 | =item * |
675 | |
8c35d285 |
676 | Check that the test harness and install work on each test machine: |
677 | |
a42352ee |
678 | $ make distclean |
8c35d285 |
679 | $ ./Configure -des -Dprefix=/install/path && make all test_harness install |
a42352ee |
680 | $ cd /install/path |
8c35d285 |
681 | |
682 | =item * |
683 | |
684 | Check that the output of C<perl -v> and C<perl -V> are as expected, |
685 | especially as regards version numbers, patch and/or RC levels, and @INC |
686 | paths. |
687 | |
688 | Note that the results may be different without a F<.git/> directory, |
689 | which is why you should test from the tarball. |
690 | |
691 | =item * |
692 | |
459fc3ca |
693 | Run the Installation Verification Procedure utility: |
694 | |
695 | $ bin/perlivp |
696 | ... |
697 | All tests successful. |
698 | $ |
699 | |
700 | =item * |
701 | |
d60a1044 |
702 | Compare the pathnames of all installed files with those of the previous |
703 | release (i.e. against the last installed tarball on this branch which you |
704 | have previously verified using this same procedure). In particular, look |
705 | for files in the wrong place, or files no longer included which should be. |
706 | For example, suppose the about-to-be-released version is 5.10.1 and the |
707 | previous is 5.10.0: |
708 | |
709 | cd installdir-5.10.0/ |
710 | find . -type f | perl -pe's/5\.10\.0/5.10.1/g' | sort > /tmp/f1 |
711 | cd installdir-5.10.1/ |
712 | find . -type f | sort > /tmp/f2 |
713 | diff -u /tmp/f[12] |
714 | |
715 | =item * |
716 | |
8c35d285 |
717 | Bootstrap the CPAN client on the clean install: |
718 | |
75a012fe |
719 | $ bin/perl -MCPAN -e'shell' |
8c35d285 |
720 | |
e8c01f92 |
721 | (Use C<... -e "shell"> instead on Win32. You probably also need a set of |
722 | Unix command-line tools available for CPAN to function correctly without |
723 | Perl alternatives like LWP installed. Cygwin is an obvious choice.) |
724 | |
8c35d285 |
725 | =item * |
726 | |
a42352ee |
727 | Try installing a popular CPAN module that's reasonably complex and that |
728 | has dependencies; for example: |
8c35d285 |
729 | |
a42352ee |
730 | CPAN> install Inline |
731 | CPAN> quit |
8c35d285 |
732 | |
733 | Check that your perl can run this: |
734 | |
75a012fe |
735 | $ bin/perl -lwe 'use Inline C => "int f() { return 42;} "; print f' |
a42352ee |
736 | 42 |
737 | $ |
8c35d285 |
738 | |
e8c01f92 |
739 | (Use C<... -lwe "use ..."> instead on Win32.) |
740 | |
8c35d285 |
741 | =item * |
742 | |
743 | Bootstrap the CPANPLUS client on the clean install: |
744 | |
75a012fe |
745 | $ bin/cpanp |
8c35d285 |
746 | |
e8c01f92 |
747 | (Again, on Win32 you'll need something like Cygwin installed, but make sure |
748 | that you don't end up with its various F<bin/cpan*> programs being found on |
749 | the PATH before those of the Perl that you're trying to test.) |
750 | |
8c35d285 |
751 | =item * |
752 | |
a42352ee |
753 | Install an XS module, for example: |
8c35d285 |
754 | |
a42352ee |
755 | CPAN Terminal> i DBI |
756 | CPAN Terminal> quit |
757 | $ bin/perl -MDBI -e 1 |
75a012fe |
758 | $ |
8c35d285 |
759 | |
760 | =item * |
761 | |
bc4c40f2 |
762 | I<If you're building a SNAPSHOT, you should STOP HERE> |
763 | |
764 | =item * |
8c35d285 |
765 | |
47b1f096 |
766 | Check that the C<perlbug> utility works. Try the following: |
767 | |
a14438df |
768 | $ bin/perlbug |
47b1f096 |
769 | ... |
770 | Subject: test bug report |
771 | Local perl administrator [yourself]: |
772 | Editor [vi]: |
773 | Module: |
774 | Category [core]: |
775 | Severity [low]: |
776 | (edit report) |
777 | Action (Send/Display/Edit/Subject/Save to File): f |
778 | Name of file to save message in [perlbug.rep]: |
779 | Action (Send/Display/Edit/Subject/Save to File): q |
780 | |
781 | and carefully examine the output (in F<perlbug.rep]>), especially |
782 | the "Locally applied patches" section. If everything appears okay, then |
75a012fe |
783 | delete the file, and try it again, this time actually submitting the bug |
784 | report. Check that it shows up, then remember to close it! |
47b1f096 |
785 | |
786 | =item * |
787 | |
f6af4394 |
788 | Wait for the smoke tests to catch up with the commit which this release is |
789 | based on (or at least the last commit of any consequence). |
7277a900 |
790 | |
f6af4394 |
791 | Then check that the smoke tests pass (particularly on Win32). If not, go |
792 | back and fix things. |
7277a900 |
793 | |
7277a900 |
794 | |
f6af4394 |
795 | =item * |
7277a900 |
796 | |
f6af4394 |
797 | Once smoking is okay, upload it to PAUSE. This is the point of no return. |
db3f805e |
798 | If anything goes wrong after this point, you will need to re-prepare |
799 | a new release with a new minor version or RC number. |
800 | |
a14438df |
801 | https://pause.perl.org/ |
802 | |
803 | (Login, then select 'Upload a file to CPAN') |
804 | |
45924287 |
805 | If your workstation is not connected to a high-bandwidth, |
806 | high-reliability connection to the Internet, you should probably use the |
807 | "GET URL" feature (rather than "HTTP UPLOAD") to have PAUSE retrieve the |
808 | new release from wherever you put it for testers to find it. This will |
809 | eliminate anxious gnashing of teeth while you wait to see if your |
810 | 15 megabyte HTTP upload successfully completes across your slow, twitchy |
811 | cable modem. I<Remember>: if your upload is partially successful, you |
812 | may need to contact a PAUSE administrator or even bump the version of |
813 | perl. |
814 | |
a42352ee |
815 | Upload both the .gz and .bz2 versions of the tarball. |
f6af4394 |
816 | |
210de33e |
817 | =item * |
818 | |
f662f3b7 |
819 | Now that you've shipped the new perl release to PAUSE, it's |
e8c01f92 |
820 | time to publish the tag you created earlier to the public git repo (e.g.): |
f662f3b7 |
821 | |
822 | $ git push origin tag v5.11.0 |
f6af4394 |
823 | |
824 | =item * |
825 | |
a42352ee |
826 | Disarm the F<patchlevel.h> change; for example, |
d7eb1120 |
827 | |
828 | static const char * const local_patches[] = { |
829 | NULL |
830 | - ,"RC1" |
831 | PERL_GIT_UNPUSHED_COMMITS /* do not remove this line */ |
832 | |
833 | Be sure to commit your change: |
834 | |
835 | $ git commit -m 'disarm RCnnn bump' patchlevel.h |
a14438df |
836 | $ git push origin .... |
d7eb1120 |
837 | |
2e831dfd |
838 | |
839 | =item * |
840 | |
db3f805e |
841 | Mail p5p to announce your new release, with a quote you prepared earlier. |
f6af4394 |
842 | |
843 | =item * |
844 | |
845 | Wait 24 hours or so, then post the announcement to use.perl.org. |
addebd58 |
846 | (if you don't have access rights to post news, ask someone like Rafael to |
847 | do it for you.) |
f6af4394 |
848 | |
f6af4394 |
849 | =item * |
7277a900 |
850 | |
746c0b35 |
851 | Ask Jarkko to add the tarball to http://www.cpan.org/src/ |
852 | |
853 | =item * |
854 | |
bc4c40f2 |
855 | I<You MUST SKIP this step for RC, BLEAD> |
7277a900 |
856 | |
746c0b35 |
857 | Ask Jarkko to update the descriptions of which tarballs are current in |
858 | http://www.cpan.org/src/README.html, and Rafael to update |
859 | http://dev.perl.org/perl5/ |
7277a900 |
860 | |
f6af4394 |
861 | =item * |
7277a900 |
862 | |
bc4c40f2 |
863 | I<You MUST SKIP this step for RC> |
8c35d285 |
864 | |
75a012fe |
865 | Remind the current maintainer of C<Module::CoreList> to push a new release |
866 | to CPAN. |
7277a900 |
867 | |
75a012fe |
868 | =item * |
a2cba4bc |
869 | |
bc4c40f2 |
870 | I<You MUST SKIP this step for RC> |
7277a900 |
871 | |
e8c01f92 |
872 | Bump the perlXYZdelta version number. |
7277a900 |
873 | |
75a012fe |
874 | First, create a new empty perlNNNdelta.pod file for the current release + 1; |
875 | see F<Porting/how_to_write_a_perldelta.pod>. |
7277a900 |
876 | |
75a012fe |
877 | You should be able to do this by just copying in a skeleton template and |
878 | then doing a quick fix up of the version numbers, e.g. |
7277a900 |
879 | |
ef72e12f |
880 | $ cp -i Porting/perldelta_template.pod pod/perl5102delta.pod |
75a012fe |
881 | $ (edit it) |
882 | $ git add pod/perl5102delta.pod |
7277a900 |
883 | |
75a012fe |
884 | Edit F<pod.lst>: add the new entry, flagged as 'D', and unflag the previous |
885 | entry from being 'D'; for example: |
886 | |
887 | -D perl5101delta Perl changes in version 5.10.1 |
888 | +D perl5102delta Perl changes in version 5.10.2 |
889 | + perl5101delta Perl changes in version 5.10.1 |
7277a900 |
890 | |
75a012fe |
891 | Run C<perl pod/buildtoc --build-all> to update the F<perldelta> version in |
892 | the following files: |
57433fbf |
893 | |
894 | MANIFEST |
75a012fe |
895 | Makefile.SH |
896 | pod.lst |
57433fbf |
897 | pod/perl.pod |
57433fbf |
898 | vms/descrip_mms.template |
75a012fe |
899 | win32/Makefile |
900 | win32/makefile.mk |
901 | win32/pod.mak |
902 | |
903 | Then manually edit (F<vms/descrip_mms.template> to bump the version |
904 | in the following entry: |
57433fbf |
905 | |
75a012fe |
906 | [.pod]perldelta.pod : [.pod]perl5101delta.pod |
907 | |
908 | XXX this previous step needs to fixed to automate it in pod/buildtoc. |
909 | |
910 | Manually update references to the perlNNNdelta version in these files: |
911 | |
912 | INSTALL |
913 | README |
914 | |
915 | Edit the previous delta file to change the C<NAME> from C<perldelta> |
916 | to C<perlNNNdelta>. |
917 | |
918 | These two lists of files probably aren't exhaustive; do a recursive grep |
919 | on the previous filename to look for suitable candidates that may have |
920 | been missed. |
921 | |
922 | Finally, commit: |
923 | |
924 | $ git commit -a -m 'create perlXXXdelta' |
925 | |
926 | At this point you may want to compare the commit with a previous bump to |
927 | see if they look similar. See commit ca8de22071 for an example of a |
928 | previous version bump. |
57433fbf |
929 | |
930 | =item * |
931 | |
bc4c40f2 |
932 | I<You MUST SKIP this step for RC, BLEAD> |
dc0a62a1 |
933 | |
8c35d285 |
934 | If this was a maint release, then edit F<Porting/mergelog> to change |
935 | all the C<d> (deferred) flags to C<.> (needs review). |
addebd58 |
936 | |
addebd58 |
937 | =item * |
938 | |
bc4c40f2 |
939 | I<You MUST SKIP this step for RC, BLEAD> |
addebd58 |
940 | |
8c35d285 |
941 | If this was a major release (5.x.0), then create a new maint branch |
942 | based on the commit tagged as the current release and bump the version |
943 | in the blead branch in git, e.g. 5.12.0 to 5.13.0. |
addebd58 |
944 | |
945 | [ XXX probably lots more stuff to do, including perldelta, |
f6af4394 |
946 | C<lib/feature.pm> ] |
7277a900 |
947 | |
8c35d285 |
948 | XXX need a git recipe |
addebd58 |
949 | |
950 | =item * |
951 | |
bc4c40f2 |
952 | I<You MUST SKIP this step for RC, BLEAD> |
8c35d285 |
953 | |
75a012fe |
954 | Copy the perlNNNdelta.pod for this release into the other branches; for |
955 | example: |
7277a900 |
956 | |
75a012fe |
957 | $ cp -i ../5.10.x/pod/perl5101delta.pod pod/ # for example |
958 | $ git add pod/perl5101delta.pod |
959 | |
960 | Edit F<pod.lst> to add an entry for the file, e.g.: |
961 | |
962 | perl5101delta Perl changes in version 5.10.1 |
bc4c40f2 |
963 | |
75a012fe |
964 | Then rebuild various files: |
7277a900 |
965 | |
75a012fe |
966 | $ perl pod/buildtoc --build-all |
967 | |
968 | Finally, commit: |
969 | |
970 | $ git commit -a -m 'add perlXXXdelta' |
7277a900 |
971 | |
f6af4394 |
972 | =item * |
7277a900 |
973 | |
f6af4394 |
974 | Make sure any recent F<pod/perlhist.pod> entries are copied to |
975 | F<perlhist.pod> on other branches; typically the RC* and final entries, |
976 | e.g. |
7277a900 |
977 | |
f6af4394 |
978 | 5.8.9-RC1 2008-Nov-10 |
979 | 5.8.9-RC2 2008-Dec-06 |
980 | 5.8.9 2008-Dec-14 |
7277a900 |
981 | |
6e40fbf9 |
982 | =item * |
983 | |
bc4c40f2 |
984 | I<You MUST RETIRE to your preferred PUB, CAFE or SEASIDE VILLA for some |
985 | much-needed rest and relaxation>. |
8c35d285 |
986 | |
987 | Thanks for releasing perl! |
988 | |
7277a900 |
989 | =back |
990 | |
991 | =head1 SOURCE |
992 | |
f6af4394 |
993 | Based on |
994 | http://www.xray.mpe.mpg.de/mailing-lists/perl5-porters/2009-05/msg00608.html, |
995 | plus a whole bunch of other sources, including private correspondence. |
7277a900 |
996 | |
997 | =cut |
998 | |