Source Release for BES: Difference between revisions

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This pages covers the step needed to release the libdap and BES software for Hyrax. There is a separate page for the OLFS code and an overview page that describes how the website is updated and lists are notified.
This pages covers the steps required to release the BES software for Hyrax.  


We now depend on the CI/CD process to build binary packages and to test the source builds.
We now depend on the CI/CD process to build binary packages and to test the source builds.


== The Release Process ==
== The Release Process ==
:'''Tip''': If, while working on the release, you find you need to make changes to the code and you know the CI build will fail, do so on a ''release branch'' that you can merge and discard later. If you don't '''need''' to do this, do not make a release branch since it complicates making tags.
:'''Tip''': If, while working on the release, you find you need to make changes to the code and you know the CI build will fail, do so on a ''release branch'' that you can merge and discard later. Do not make a release branch if you don't '''need''' it, since it complicates making tags.


===  Verify the code base ===
===  Verify the code base ===
# We release using the ''master'' branch. The code on ''master'' must pass the CI build.  
# We release using the ''master'' branch. The code on ''master'' must pass the CI build.  
# Make sure that the source code you're using for the following steps is up-to-date. (''git pull'')
# Make sure that the source code you're using for the following steps is up-to-date. (''git pull'')
=== Determine the scope of API/ABI changes in C++ sources ===
Determine the new software version (assuming you don't already know the extent of the changes that have been made)
: For C++, build a file of the methods and their arguments using the command:
:: <tt style="font-size: 1.1em; font-weight: bold;">nm .libs/libdap.a | c++filt | grep ' T .*::' | sed 's@.* T \(.*\)@\1@' > libdap_funcs</tt>
: and compare that using <tt>diff</tt> on the previous release's library.
Assess the changes you find based on the following rules for the values of <tt>CURRENT</tt>,<tt>REVISION</tt>, and <tt>AGE</tt>
* No interfaces changed, only implementations (good): ==> Increment REVISION.
* Interfaces added, none removed (good): ==> Increment CURRENT, increment AGE, set REVISION to 0.
* Interfaces removed or changed (BAD, breaks upward compatibility): ==> Increment CURRENT, set AGE and REVISION to 0.
The current value of  <tt>CURRENT</TT>,<tt>REVISION</tt>, and <tt>AGE</tt> can be found in <tt>configure.ac</tt>:
<source lang="bash">
LIB_DIS_CURRENT=14
LIB_DIS_AGE=6
LIB_DIS_REVISION=1
</source>


=== Update Release Files ===
=== Update Release Files ===
Update the text documentation files and version numbers in the configuration files:
Once you have determined the new values of  the <tt>CURRENT:REVISION:AGE</tt>  strings then:
* Edit the configure.ac and update the version values to the new ones.
* Update the text documentation files and version numbers in the configuration files:


==== Update the '''ChangeLog''' file. ====
==== Update the '''ChangeLog''' file. ====
Use the script <tt>gitlog-to-changelog</tt> (which can be found with Google) to update the '''ChangeLog''' file by running it using the <tt>--since="<date>"</tt> option with a date one day later in time than the newest entry in the current ChangeLog.  
Use the script <tt>gitlog-to-changelog</tt> (which can be found with Google) to update the '''ChangeLog''' file by running it using the <tt>--since="<date>"</tt> option with a date one day later in time than the newest entry in the current ChangeLog.  
: '''gitlog-to-changelog --since="1970-01-01"''' (''Specify a date one day later than the one at the top of ChangeLog'')
: <tt style="font-size: 1.1em; font-weight: bold;">gitlog-to-changelog --since="1970-01-01"</tt>
:: (''Specify a date one day later than the one at the top of the existing ChangeLog file.'')
Save the result to a temp file and combine the two files: <br/>
Save the result to a temp file and combine the two files: <br/>
: '''cat tmp ChangeLog > ChangeLog.tmp; mv ChangeLog.tmp ChangeLog'''
: <tt style="font-size: 1.1em; font-weight: bold;">cat tmp ChangeLog > ChangeLog.tmp; mv ChangeLog.tmp ChangeLog</tt>
If you're making the first ChangeLog entries, then you'll need to create the ChangeLog file first. <br/>
If you're making the first ChangeLog entries, then you'll need to create the ChangeLog file first. <br/>
'''Tip''': ''When you're making the commit log entries, use line breaks so ChangeLog will be readable. That is, use lines < 80 characters long.''
'''Tip''': ''When you're making the commit log entries, use line breaks so ChangeLog will be readable. That is, use lines < 80 characters long.''
;Affected Files:
: ChangeLog


==== Update the NEWS file ====
==== Update the NEWS file ====
To update the NEWS file, just read over the new ChangeLog entries and summarize.
To update the NEWS file, just read over the new ChangeLog entries and summarize.
;Affected Files:
: NEWS


==== Update the Version Numbers for Humans ====
==== Update the Version Numbers for Humans ====
Line 37: Line 50:
:;Affected Files:  
:;Affected Files:  
:: configure.ac
:: configure.ac
:: *.spec
:: *.spec (In the BES it's ''bes.spec.*'')
:: debian/changelog (see [https://www.debian.org/doc/manuals/maint-guide/dreq.en.html#changelog] Debian ChangeLog)
:: debian/changelog (see [https://www.debian.org/doc/manuals/maint-guide/dreq.en.html#changelog] Debian ChangeLog)
:: travis.yml (for BES only)
:: .travis.yml (for BES only)
:: NEWS
:: NEWS
:: README, README.md, ...
:: README.md (Add the libdap version the README.md)
:: INSTALL
:: INSTALL


Line 50: Line 63:


;Affected Files:  
;Affected Files:  
: *.spec
: *.spec (In the BES it's ''bes.spec.*''')


==== Update the internal library version numbers ====
==== Update the internal library version numbers ====
Line 65: Line 78:
: configure.ac
: configure.ac


==== For the BES HDF4/5 modules ====
==== For the BES HDF4/5 modules (BES only) ====
# Goto those directories and update the ChangeLog, NEWS, README, and INSTALL files (even though INSTALL is not used by many).
# Goto those directories and update the ChangeLog, NEWS, README, and INSTALL files (even though INSTALL is not used by many).
# Update the module version numbers in their respective Makefile.am files.
# Update the module version numbers in their respective Makefile.am files.
# Commit and Push these changes.
# Commit and Push these changes.


=== Commit and Tag ===
=== Commit Changes ===
# Commit and push the libdap, BES ocde. With each operation, wait for the CI/CD builds to complete. You must be working on the ''master'' branch to get the CD package builds to work.
# Commit and push the BES code. Wait for the CI/CD builds to complete. You must be working on the ''master'' branch to get the CD package builds to work.


==== Tag The Release ====
=== Tag & Release ===
# '''git tag -a version-<numbers> -m "Version <number>"'''
==== Tag the BES code ====
# '''git push origin version-<numbers>'''
# Tag the bes code using command line git in your local (up-to-date) '''bes''' project
#* <tt style="font-size: 1.1em; font-weight: bold;">git tag -a version-<numbers> -m "Version <number>"</tt>
#* <tt style="font-size: 1.1em; font-weight: bold;">git push origin version-<numbers></tt>
#: <br/>
# If this is part of a Hyrax Release, then tag this point in the master branch with the Hyrax release number
#* <tt style="font-size: 1.1em; font-weight: bold;">git tag -a hyrax-<numbers> -m "Hyrax <number>"</tt>
#* <tt style="font-size: 1.1em; font-weight: bold;">git push origin hyrax-<numbers></tt>
#: '''NB:''' ''Instead of tagging the HDF4/5 modules, use the saved commit hashes that git tracks for submodules. This cuts down on the bookkeeping for releases and removes one source of error.''


If this is part of Hyrax, also tag this point in the master branch with the Hyrax release number:
==== Create the release on Github ====
# '''git tag -a hyrax-<numbers> -m "Hyrax <number>"'''
# [https://github.com/OPENDAP/bes Goto the BES project page in GitHub]
# '''git push origin hyrax-<numbers>'''
# Choose the '''releases''' tab.
#: NB: Instead of tagging the HDF4/5 modules, use the saved commit hashes that git tracks for submodules. This cuts down on the bookkeeping for releases and removes one source of error.
# On the [https://github.com/OPENDAP/bes/releases Releases page] click the 'Tags' tab.  
# Mark the release on Github:
# On the [https://github.com/OPENDAP/bes/tags Tags page], locate the tag (created above) associated with this new release.
#* Goto the 'releases' page and click the 'Tags' tab. There, click the ellipses (...) on the right of the 'version-*' tag and:
# Click the ellipses (...) located on the far right side of the ''version-x.y.z'' tag 'frame' for this release and and choose ''Create release''.
#** Enter a ''title'' for the release
#* Enter a ''title'' for the release
#** Copy the most recent text from the NEWS file into the ''describe'' field
#* Copy the most recent text from the NEWS file into the ''describe'' field
#** Click ''Update this release'' or ''Save draft''
#* Click '''Publish release''' or '''Save draft'''.
#** If you have previously edited the release page you can click '''Update this release'''


=== How to see the scope of API/ABI changes in C++ sources ===
=== Publish and Sign ===
Determine the new software version (assuming you don't already know the extent of the changes that have been made)
 
: For C++, build a file of the methods and their arguments using:
When the release is made on GitHub the source tar bundle is made automatically. However, this bundle is '''not''' the one we wish to publish because it requires people to have ''autoconf'' installed. Rather we want to use the result of "<tt>make dist</tt>" which will have the <tt>configure</tt> script pre-generated.
:: '''nm .libs/libdap.a | c++filt | grep ' T .*::' | sed 's@.* T \(.*\)@\1@' > libdap_funcs'''
 
: and compare that using <tt>diff</tt> on the previous release's library.
All you need do is build the tar file using <tt>make list</tt>, sign it, and push (or pull) these files onto www.opendap.org/pub/source.
Assess the changes you find based on the following rules for the values of <tt>CURRENT</tt>,<tt>REVISION</tt>, and <tt>AGE</tt>
 
* No interfaces changed, only implementations (good): ==> Increment REVISION.
# Go to the '''bes''' project on your local machine and run <tt>make dist</tt> which will make a bes-x.y.z,tar.gz file at the top level of the '''bes''' project.
* Interfaces added, none removed (good): ==> Increment CURRENT, increment AGE, set REVISION to 0.
# Use '''gpg''' to sign the tar bundle:
* Interfaces removed or changed (BAD, breaks upward compatibility): ==> Increment CURRENT, set AGE and REVISION to 0.
#: <tt>gpg --detach-sign --local-user security@opendap.org bes-x.y.z.tgz</tt>
The current value of  <tt>CURRENT</TT>,<tt>REVISION</tt>, and <tt>AGE</tt> can be found in <tt>configure.ac</tt>:
# Use '''sftp''' to push the signature file and the tar bundle to the /httpdocs/pub/source directory on www.opendap.org
<source lang="bash">
#: ''(Assuming your current working directory is the top of the '''bes''' project)''
LIB_DIS_CURRENT=14
#: <tt>sftp opendap@www.opendap.org</tt>
LIB_DIS_AGE=6
#: <tt>cd httpdocs/pub/source</tt>
LIB_DIS_REVISION=1
#: <tt>put bes-x.y.z.tgz.sig</tt>
</source>
#: <tt>put bes-x.y.z.tgz</tt>
Once you have determined the new values of the <tt>CURRENT:REVISION:AGE</tt> strings then:
#: <tt>quit</tt>
;Edit the configure.ac and update the version values to the new ones.
# Check your work!
## Download the source tar bundle and signature from www.opendap.org.
## Verify the signature:
##: <tt> gpg --verify bes-x.y.z.tgz.sig bes-x.y.z.tgz</tt>
 
=== Get the DOI from Zenodo ===
# [https://zenodo.org Goto Zenodo]
# Look at the 'upload' page. If there is nothing there (perhaps because you are not ''jhrg'' or whoever set up the connection between the BES project and Zenodo) you can use the search bar to search for '''bes'''.
#: Since the libdap, BES and OLFS repositories are linked to Zenodo, the newly-tagged code is uploaded to Zenodo automatically and a DOI is minted for us.
# Click on the new version, then click on the DOI tag in the pane on the right of the page for the given release.
# Copy the DOI as markdown from the window that pops up and paste that into the info for the version back in Github land.
# Also paste that into the README file. Commit using ''[skip ci]'' so we don't do a huge build (or do the build, it really doesn't matter that much).
 
'''Tip:''' ''If you are trying to locate the '''libdap''' releases in Zenodo you have to search for the string:'' <tt style="font-size: 1.1em; font-weight: bold;">libdap4</tt>
 
===== Images =====
[[File:Screenshot 2018-12-06 11.06.44.png|none|thumb|400px|border|left|Zenodo upload page]]

Revision as of 17:15, 22 March 2019

This pages covers the steps required to release the BES software for Hyrax.

We now depend on the CI/CD process to build binary packages and to test the source builds.

The Release Process

Tip: If, while working on the release, you find you need to make changes to the code and you know the CI build will fail, do so on a release branch that you can merge and discard later. Do not make a release branch if you don't need it, since it complicates making tags.

Verify the code base

  1. We release using the master branch. The code on master must pass the CI build.
  2. Make sure that the source code you're using for the following steps is up-to-date. (git pull)

Determine the scope of API/ABI changes in C++ sources

Determine the new software version (assuming you don't already know the extent of the changes that have been made)

For C++, build a file of the methods and their arguments using the command:
nm .libs/libdap.a | c++filt | grep ' T .*::' | sed 's@.* T \(.*\)@\1@' > libdap_funcs
and compare that using diff on the previous release's library.

Assess the changes you find based on the following rules for the values of CURRENT,REVISION, and AGE

  • No interfaces changed, only implementations (good): ==> Increment REVISION.
  • Interfaces added, none removed (good): ==> Increment CURRENT, increment AGE, set REVISION to 0.
  • Interfaces removed or changed (BAD, breaks upward compatibility): ==> Increment CURRENT, set AGE and REVISION to 0.

The current value of CURRENT,REVISION, and AGE can be found in configure.ac:

LIB_DIS_CURRENT=14
LIB_DIS_AGE=6
LIB_DIS_REVISION=1

Update Release Files

Once you have determined the new values of the CURRENT:REVISION:AGE strings then:

  • Edit the configure.ac and update the version values to the new ones.
  • Update the text documentation files and version numbers in the configuration files:

Update the ChangeLog file.

Use the script gitlog-to-changelog (which can be found with Google) to update the ChangeLog file by running it using the --since="<date>" option with a date one day later in time than the newest entry in the current ChangeLog.

gitlog-to-changelog --since="1970-01-01"
(Specify a date one day later than the one at the top of the existing ChangeLog file.)

Save the result to a temp file and combine the two files:

cat tmp ChangeLog > ChangeLog.tmp; mv ChangeLog.tmp ChangeLog

If you're making the first ChangeLog entries, then you'll need to create the ChangeLog file first.
Tip: When you're making the commit log entries, use line breaks so ChangeLog will be readable. That is, use lines < 80 characters long.

Update the NEWS file

To update the NEWS file, just read over the new ChangeLog entries and summarize.

Update the Version Numbers for Humans

  1. Determine the human version number. This appears to be a somewhat subjective process.
  2. Edit each of the Affected Files and update the human version number.
Affected Files
configure.ac
*.spec (In the BES it's bes.spec.*)
debian/changelog (see [1] Debian ChangeLog)
.travis.yml (for BES only)
NEWS
README.md (Add the libdap version the README.md)
INSTALL

It's helpful to have, in the NEWS file and the Web site and the release notes, a list of the Jira tickets that have been closed since the last release. The best way to do this is to goto Jira's Issues page and look at the Tickets closed recently item. From there, click on Advanced and edit the time range so it matches the time range since the past release to now, then Export that info as an excel spreadsheet (the icon with a hat and a down arrow). YMMV regarding how easy this is and Jira's UI changes often.

Update the RPM dependencies

In the RPM .spec file, update the dependencies as needed.

Affected Files
*.spec (In the BES it's bes.spec.*')

Update the internal library version numbers

There are really 2 version numbers for each of these project items. The human version (like bes-3.17.5) and the library API/ABI version which is represented as CURRENT:REVISION:AGE. There are special rules for when each of the numbers in the library API/ABI version get incremented that are triggered by the kinds of changes that where made to the code base. The human version number is more arbitrary. So for example, we might make a major API/ABI change and have to change to a new Libtool version like 25:0:0 but the human version might only change from bes-3.17.3 to bes-3.18.0

The rules for shared image version numbers:

  1. No interfaces changed, only implementations (good): Increment REVISION.
  2. Interfaces added, none removed (good): Increment CURRENT, increment AGE, set REVISION to 0.
  3. Interfaces removed or changed (BAD, breaks upward compatibility): Increment CURRENT, set AGE and REVISION to 0.

See How to see the scope of API/ABI changes in C++ sources below for gruesome details. Often basic knowledge of the edits is good enough.

Affected Files
configure.ac

For the BES HDF4/5 modules (BES only)

  1. Goto those directories and update the ChangeLog, NEWS, README, and INSTALL files (even though INSTALL is not used by many).
  2. Update the module version numbers in their respective Makefile.am files.
  3. Commit and Push these changes.

Commit Changes

  1. Commit and push the BES code. Wait for the CI/CD builds to complete. You must be working on the master branch to get the CD package builds to work.

Tag & Release

Tag the BES code

  1. Tag the bes code using command line git in your local (up-to-date) bes project
    • git tag -a version-<numbers> -m "Version <number>"
    • git push origin version-<numbers>

  2. If this is part of a Hyrax Release, then tag this point in the master branch with the Hyrax release number
    • git tag -a hyrax-<numbers> -m "Hyrax <number>"
    • git push origin hyrax-<numbers>
    NB: Instead of tagging the HDF4/5 modules, use the saved commit hashes that git tracks for submodules. This cuts down on the bookkeeping for releases and removes one source of error.

Create the release on Github

  1. Goto the BES project page in GitHub
  2. Choose the releases tab.
  3. On the Releases page click the 'Tags' tab.
  4. On the Tags page, locate the tag (created above) associated with this new release.
  5. Click the ellipses (...) located on the far right side of the version-x.y.z tag 'frame' for this release and and choose Create release.
    • Enter a title for the release
    • Copy the most recent text from the NEWS file into the describe field
    • Click Publish release or Save draft.
      • If you have previously edited the release page you can click Update this release

Publish and Sign

When the release is made on GitHub the source tar bundle is made automatically. However, this bundle is not the one we wish to publish because it requires people to have autoconf installed. Rather we want to use the result of "make dist" which will have the configure script pre-generated.

All you need do is build the tar file using make list, sign it, and push (or pull) these files onto www.opendap.org/pub/source.

  1. Go to the bes project on your local machine and run make dist which will make a bes-x.y.z,tar.gz file at the top level of the bes project.
  2. Use gpg to sign the tar bundle:
    gpg --detach-sign --local-user security@opendap.org bes-x.y.z.tgz
  3. Use sftp to push the signature file and the tar bundle to the /httpdocs/pub/source directory on www.opendap.org
    (Assuming your current working directory is the top of the bes project)
    sftp opendap@www.opendap.org
    cd httpdocs/pub/source
    put bes-x.y.z.tgz.sig
    put bes-x.y.z.tgz
    quit
  4. Check your work!
    1. Download the source tar bundle and signature from www.opendap.org.
    2. Verify the signature:
      gpg --verify bes-x.y.z.tgz.sig bes-x.y.z.tgz

Get the DOI from Zenodo

  1. Goto Zenodo
  2. Look at the 'upload' page. If there is nothing there (perhaps because you are not jhrg or whoever set up the connection between the BES project and Zenodo) you can use the search bar to search for bes.
    Since the libdap, BES and OLFS repositories are linked to Zenodo, the newly-tagged code is uploaded to Zenodo automatically and a DOI is minted for us.
  3. Click on the new version, then click on the DOI tag in the pane on the right of the page for the given release.
  4. Copy the DOI as markdown from the window that pops up and paste that into the info for the version back in Github land.
  5. Also paste that into the README file. Commit using [skip ci] so we don't do a huge build (or do the build, it really doesn't matter that much).

Tip: If you are trying to locate the libdap releases in Zenodo you have to search for the string: libdap4

Images
Zenodo upload page