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[perl5.git] / Porting / release_managers_guide.pod
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1=encoding utf8
2
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3=head1 NAME
4
5release_managers_guide - Releasing a new version of perl 5.x
6
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7Note that things change at each release, so there may be new things not
8covered here, or tools may need updating.
9
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10=head1 MAKING A CHECKLIST
11
12If you are preparing to do a release, you can run the
13F<Porting/make-rmg-checklist> script to generate a new version of this
14document that starts with a checklist for your release.
15
16This script is run as:
17
18 perl Porting/make-rmg-checklist \
19 --type [BLEAD-POINT or MAINT or ...] > /tmp/rmg.pod
20
21You can also pass the C<--html> flag to generate an HTML document instead of
22POD.
f6af4394 23
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24 perl Porting/make-rmg-checklist --html \
25 --type [BLEAD-POINT or MAINT or ...] > /tmp/rmg.html
26
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27=head1 SYNOPSIS
28
f6af4394 29This document describes the series of tasks required - some automatic, some
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30manual - to produce a perl release of some description, be that a release
31candidate, or final, numbered release of maint or blead.
f6af4394 32
8c35d285 33The release process has traditionally been executed by the current
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34pumpking. Blead releases from 5.11.0 forward are made each month on the
3520th by a non-pumpking release engineer. The release engineer roster
36and schedule can be found in Porting/release_schedule.pod.
7277a900 37
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38This document both helps as a check-list for the release engineer
39and is a base for ideas on how the various tasks could be automated
40or distributed.
7277a900 41
da571fa1 42The checklist of a typical release cycle is as follows:
f6af4394 43
636a1918 44 (5.10.1 is released, and post-release actions have been done)
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45
46 ...time passes...
47
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48 a few weeks before the release, a number of steps are performed,
49 including bumping the version to 5.10.2
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50
51 ...a few weeks passes...
46743ef7 52
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53 perl-5.10.2-RC1 is released
54
55 perl-5.10.2 is released
56
57 post-release actions are performed, including creating new
c5b87fed 58 perldelta.pod
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59
60 ... the cycle continues ...
7277a900 61
dc0a4df9 62
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63=head1 DETAILS
64
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65Some of the tasks described below apply to all four types of
66release of Perl. (blead, RC, final release of maint, final
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67release of blead). Some of these tasks apply only to a subset
68of these release types. If a step does not apply to a given
69type of release, you will see a notation to that effect at
70the beginning of the step.
71
dc0a4df9 72
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73=head2 Release types
74
75=over 4
76
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77=item Release Candidate (RC)
78
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79A release candidate is an attempt to produce a tarball that is a close as
80possible to the final release. Indeed, unless critical faults are found
81during the RC testing, the final release will be identical to the RC
82barring a few minor fixups (updating the release date in F<perlhist.pod>,
83removing the RC status from F<patchlevel.h>, etc). If faults are found,
84then the fixes should be put into a new release candidate, never directly
85into a final release.
8c35d285 86
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87
88=item Stable/Maint release (MAINT).
89
90A release with an even version number, and subversion number > 0, such as
915.14.1 or 5.14.2.
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92
93At this point you should have a working release candidate with few or no
94changes since.
95
96It's essentially the same procedure as for making a release candidate, but
97with a whole bunch of extra post-release steps.
98
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99=item A blead point release (BLEAD-POINT)
100
101A release with an odd version number, such as 5.15.0 or 5.15.1.
102
103This isn't for production, so it has less stability requirements than for
104other release types, and isn't preceded by RC releases. Other than that,
105it is similar to a MAINT release.
106
107=item Blead final release (BLEAD-FINAL)
108
109A release with an even version number, and subversion number == 0, such as
dc0a4df9 1105.14.0. That is to say, it's the big new release once per year.
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111
112It's essentially the same procedure as for making a release candidate, but
6a958a95 113with a whole bunch of extra post-release steps, even more than for MAINT.
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114
115=back
7277a900 116
da571fa1 117=for checklist begin
dc0a4df9 118
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119=head2 Prerequisites
120
121Before you can make an official release of perl, there are a few
122hoops you need to jump through:
123
00c28750 124=head3 PAUSE account with pumpkin status
8c35d285 125
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126Make sure you have a PAUSE account suitable for uploading a perl release.
127If you don't have a PAUSE account, then request one:
128
129 https://pause.perl.org/pause/query?ACTION=request_id
130
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131Check that your account is allowed to upload perl distros: go to
132L<https://pause.perl.org/pause/authenquery?ACTION=who_pumpkin> and check that
133your PAUSE ID is listed there. If not, ask Andreas KE<0xf6>nig to add your ID
134to the list of people allowed to upload something called perl. You can find
135Andreas' email address at:
4d2c8158 136
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137 https://pause.perl.org/pause/query?ACTION=pause_04imprint
138
00c28750 139=head3 search.cpan.org pumpkin status
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140
141Make sure that search.cpan.org knows that you're allowed to upload
142perl distros. Contact Graham Barr to make sure that you're on the right
143list.
144
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145=head3 rt.perl.org update access
146
147Make sure you have permission to close tickets on L<http://rt.perl.org/>
148so you can respond to bug report as necessary during your stint. If you
149don't, make an account (if you don't have one) and contact the pumpking
150with your username to get ticket-closing permission.
151
da571fa1 152=head3 git checkout and commit bit
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153
154You will need a working C<git> installation, checkout of the perl
155git repository and perl commit bit. For information about working
c222ef46 156with perl and git, see F<pod/perlgit.pod>.
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157
158If you are not yet a perl committer, you won't be able to make a
159release. Have a chat with whichever evil perl porter tried to talk
160you into the idea in the first place to figure out the best way to
161resolve the issue.
162
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163=head3 git clone of https://github.com/perlorg/perlweb
164
165For updating the L<http://dev.perl.org> web pages, either a Github account or
166sweet-talking somebody with a Github account into obedience is needed. This
167is only needed on the day of the release or shortly afterwards.
168
da571fa1 169=for checklist skip RC
f6af4394 170
da571fa1 171=head3 Quotation for release announcement epigraph
f6af4394 172
b1288acc 173I<SKIP this step for RC>
f6af4394 174
6a958a95 175For all except an RC release of perl, you will need a quotation
b1288acc 176to use as an epigraph to your release announcement.
46743ef7 177
2e831dfd 178=head2 Building a release - advance actions
8c35d285 179
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180The work of building a release candidate for an even numbered release
181(BLEAD-FINAL) of perl generally starts several weeks before the first
182release candidate. Some of the following steps should be done regularly,
183but all I<must> be done in the run up to a release.
7277a900 184
dc0a4df9 185=head3 dual-life CPAN module synchronisation
f6af4394 186
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187Ensure that dual-life CPAN modules are synchronised with CPAN. Basically,
188run the following:
189
db3f805e 190 $ ./perl -Ilib Porting/core-cpan-diff -a -o /tmp/corediffs
7277a900 191
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192to see any inconsistencies between the core and CPAN versions of distros,
193then fix the core, or cajole CPAN authors as appropriate. See also the
194C<-d> and C<-v> options for more detail. You'll probably want to use the
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195C<-c cachedir> option to avoid repeated CPAN downloads and may want to
196use C<-m file:///mirror/path> if you made a local CPAN mirror.
7277a900 197
f6af4394 198To see which core distro versions differ from the current CPAN versions:
7277a900 199
db3f805e 200 $ ./perl -Ilib Porting/core-cpan-diff -x -a
7277a900 201
6a958a95 202If you are making a MAINT release, run C<core-cpan-diff> on both blead and
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203maint, then diff the two outputs. Compare this with what you expect, and if
204necessary, fix things up. For example, you might think that both blead
205and maint are synchronised with a particular CPAN module, but one might
206have some extra changes.
207
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208=head3 How to sync a CPAN module with a cpan/ distro
209
210=over 4
211
212=item *
213
214Fetch the most recent version from CPAN.
215
216=item *
217
218Unpack the retrieved tarball. Rename the old directory; rename the new
219directory to the original name.
220
221=item *
222
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223Restore any F<.gitignore> file. This can be done by issueing
224C<git checkout .gitignore> in the F<cpan/Distro> directory.
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225
226=item *
227
228Remove files we do not need. That is, remove any files that match the
02cbdfef 229entries in C<@IGNORE> in F<Porting/Maintainer.pl>, and anything that
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230matches the C<EXCLUDED> section of the distro's entry in the C<%Modules>
231hash.
232
233=item *
234
235Restore any files mentioned in the C<CUSTOMIZED> section, using
236C<git checkout>. Make any new customizations if necessary. Also,
237restore any files that are mentioned in C<@IGNORE>, but were checked
238in in the repository anyway.
239
240=item *
241
242For any new files in the distro, determine whether they are needed.
243If not, delete them, and list them in either C<EXCLUDED> or C<@INGORE>.
244Otherwise, add them to C<MANIFEST>, and run C<git add> to add the files
245to the repository.
246
247=item *
248
249For any files that are gone, remove them from C<MANIFEST>, and use
250C<git rm> to tell git the files will be gone.
251
252=item *
253
254If the C<MANIFEST> file was changed in any of the previous steps, run
255C<perl Porting/manisort --output MANIFEST.sort; mv MANIFEST.sort MANIFEST>.
256
257=item *
258
259For any files that have an execute bit set, either remove the execute
02cbdfef 260bit, or edit F<Porting/exec-bit.txt>
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261
262=item *
263
264Run C<make>, see if C<perl> compiles.
265
266=item *
267
268Run the tests for the package.
269
270=item *
271
02cbdfef 272Run the tests in F<t/porting>.
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273
274=item *
275
02cbdfef 276Update the C<DISTRIBUTION> entry in F<Porting/Maintainers.pl>.
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277
278=item *
279
280Run a full configure/build/test cycle.
281
282=item *
283
284If everything is ok, commit the changes.
285
286=back
287
288For entries with a non-simple C<FILES> section, or with a C<MAP>, you
289may have to take more steps than listed above.
290
02cbdfef 291F<Porting/sync-with-cpan> is a script that automates most of the steps
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292above; but see the comments at the beginning of the file.
293
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294
295=head3 dual-life CPAN module stability
7277a900 296
f6af4394 297Ensure dual-life CPAN modules are stable, which comes down to:
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298
299 for each module that fails its regression tests on $current
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300 did it fail identically on $previous?
301 if yes, "SEP" (Somebody Else's Problem)
302 else work out why it failed (a bisect is useful for this)
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303
304 attempt to group failure causes
305
306 for each failure cause
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307 is that a regression?
308 if yes, figure out how to fix it
309 (more code? revert the code that broke it)
310 else
311 (presumably) it's relying on something un-or-under-documented
312 should the existing behaviour stay?
313 yes - goto "regression"
314 no - note it in perldelta as a significant bugfix
315 (also, try to inform the module's author)
1aff5354 316
dc0a4df9 317
00c28750 318=head3 monitor smoke tests for failures
7277a900 319
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320Similarly, monitor the smoking of core tests, and try to fix. See
321L<http://doc.procura.nl/smoke/index.html> for a summary. See also
322L<http://www.nntp.perl.org/group/perl.daily-build.reports/> which has
323the raw reports.
7277a900 324
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325Similarly, monitor the smoking of perl for compiler warnings, and try to
326fix.
327
dc0a4df9 328
00c28750 329=head3 update perldelta
636a1918 330
f6af4394 331Get perldelta in a mostly finished state.
db3f805e 332
04c2c53e 333Read F<Porting/how_to_write_a_perldelta.pod>, and try to make sure that
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334every section it lists is, if necessary, populated and complete. Copy
335edit the whole document.
f6af4394 336
f6af4394 337
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338=head3 Bump the version number
339
340Increase the version number (e.g. from 5.12.0 to 5.12.1).
04dbb930 341
6a958a95 342For a BLEAD-POINT release, this can happen on the day of the release. For a
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343release candidate for a stable perl, this should happen a week or two
344before the first release candidate to allow sufficient time for testing and
345smoking with the target version built into the perl executable. For
346subsequent release candidates and the final release, it it not necessary to
347bump the version further.
f6af4394 348
8b2227e6 349There is a tool to semi-automate this process:
f6af4394 350
8b2227e6 351 $ ./perl -Ilib Porting/bump-perl-version -i 5.10.0 5.10.1
f6af4394 352
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353Remember that this tool is largely just grepping for '5.10.0' or whatever,
354so it will generate false positives. Be careful not change text like
355"this was fixed in 5.10.0"!
ceb7f800 356
8b2227e6 357Use git status and git diff to select changes you want to keep.
ceb7f800 358
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359Be particularly careful with F<INSTALL>, which contains a mixture of
360C<5.10.0>-type strings, some of which need bumping on every release, and
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361some of which need to be left unchanged.
362The line in F<INSTALL> about "is binary incompatible with" requires a
363correct choice of earlier version to declare incompatibility with.
364
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365When doing a BLEAD-POINT or BLEAD-FINAL release, also make sure the
366C<PERL_API_*> constants in F<patchlevel.h> are in sync with the version
367you're releasing, unless you're
e43cb88f 368absolutely sure the release you're about to make is 100% binary compatible
6a958a95 369to an earlier release. When releasing a MAINT perl version, the C<PERL_API_*>
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370constants C<MUST NOT> be changed as we aim to guarantee binary compatibility
371in maint branches.
45ce9531 372
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373After editing, regenerate uconfig.h (this must be run on a system with a
374/bin/sh available):
22be9667 375
17163f85 376 $ perl regen/uconfig_h.pl
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377
378Test your changes:
379
17163f85 380 $ git clean -xdf # careful if you don't have local files to keep!
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381 $ ./Configure -des -Dusedevel
382 $ make
383 $ make test
384
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385Commit your changes:
386
04abd20e 387 $ git status
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388 $ git diff
389 B<review the delta carefully>
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390
391 $ git commit -a -m 'Bump the perl version in various places for 5.x.y'
dc0a62a1 392
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393At this point you may want to compare the commit with a previous bump to
394see if they look similar. See commit 8891dd8d for an example of a
395previous version bump.
396
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397When the version number is bumped, you should also update Module::CoreList
398(as described below in L<"update Module::CoreList">) to reflect the new
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399version number.
400
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401
402=head3 update INSTALL
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403
404Review and update INSTALL to account for the change in version number;
405in particular, the "Coexistence with earlier versions of perl 5" section.
406
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407Be particularly careful with the section "Upgrading from 5.X.Y or earlier".
408The "X.Y" needs to be changed to the most recent version that we are
409I<not> binary compatible with.
410
411For MAINT and BLEAD-FINAL releases, this needs to refer to the last
412release in the previous development cycle (so for example, for a 5.14.x
413release, this would be 5.13.11).
414
415For BLEAD-POINT releases, it needs to refer to the previous BLEAD-POINT
416release (so for 5.15.3 this would be 5.15.2).
417
dc0a4df9 418=head3 Check more build configurations
b82efa27 419
a65c7ffd 420Check some more build configurations.
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421
422 $ sh Configure -Dprefix=/tmp/perl-5.x.y -Uinstallusrbinperl \
a65c7ffd 423 -Duseshrplib -Dusesitecustomize
52a66c2c 424 $ make
a65c7ffd 425 $ make test
7277a900 426
52a66c2c 427XXX think of other configurations that need testing.
7277a900 428
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429
430=head3 update perlport
7277a900 431
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432L<perlport> has a section currently named I<Supported Platforms> that
433indicates which platforms are known to build in the current release.
434If necessary update the list and the indicated version number.
435
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436
437
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438=head2 Building a release - on the day
439
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440This section describes the actions required to make a release
441that are performed on the actual day.
2e831dfd 442
2e831dfd 443
dc0a4df9 444=head3 re-check earlier actions
2e831dfd 445
dc0a4df9 446Review all the actions in the previous section,
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447L<"Building a release - advance actions"> to ensure they are all done and
448up-to-date.
449
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450
451=head3 bump version number
8c35d285 452
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453For a BLEAD-POINT release, if you did not bump the perl version number as
454part of I<advance actions>, do that now.
04dbb930 455
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456
457=head3 finalize perldelta
04dbb930 458
04dbb930 459Finalize the perldelta. In particular, fill in the Acknowledgements
548e9a3a 460section, which can be generated with something like:
38195a8c 461
548e9a3a 462 $ perl Porting/acknowledgements.pl v5.15.0..HEAD
ef86391b 463
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464Re-read the perldelta to try to find any embarrassing typos and thinkos;
465remove any C<TODO> or C<XXX> flags; update the "Known Problems" section
466with any serious issues for which fixes are not going to happen now; and
467run through pod and spell checkers, e.g.
2e831dfd 468
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469 $ podchecker -warnings -warnings pod/perldelta.pod
470 $ spell pod/perldelta.pod
2e831dfd 471
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472Also, you may want to generate and view an HTML version of it to check
473formatting, e.g.
2e831dfd 474
3f894c2d 475 $ ./perl -Ilib ext/Pod-Html/bin/pod2html pod/perldelta.pod > /tmp/perldelta.html
2e831dfd 476
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477Another good HTML preview option is http://search.cpan.org/pod2html
478
479If you make changes, be sure to commit them.
480
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481=for checklist skip BLEAD-POINT MAINT RC
482
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483=head3 remove stale perldeltas
484
485For the first RC release that is ONLY for a BLEAD-FINAL, the perldeltas
486from the BLEAD-POINT releases since the previous BLEAD_FINAL should have
487now been consolidated into the current perldelta, and hence are now just
488useless clutter. They can be removed using:
489
490 $ git rm <file1> <file2> ...
491
492For example, for RC0 of 5.16.0:
493
494 $ cd pod
495 $ git rm perldelta515*.pod
496
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497All mention to them should also be removed. Edit F<pod/perl.pod> to remove
498them from its table of contents, then run F<Porting/pod_rules.pl> to
499propagate your changes there into all the other files that mention them
500(including F<MANIFEST>). You'll need to C<git add> the files that it changes.
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501
502Then build a clean perl and do a full test
503
504 $ git status
505 $ git clean -dxf
506 $ ./Configure -Dusedevel -des
507 $ make
508 $ make test
509
510Once all tests pass, commit your changes.
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511
512=head3 build a clean perl
8c35d285 513
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514If you skipped the previous step (removing the stale perldeltas)
515make sure you have a gitwise-clean perl directory (no modified files,
a0db33fe 516unpushed commits etc):
8c35d285 517
a0db33fe 518 $ git status
24c5e187 519 $ git clean -dxf
8c35d285 520
dc0a4df9 521then configure and build perl so that you have a Makefile and porting tools:
8c35d285 522
52a66c2c 523 $ ./Configure -Dusedevel -des && make
8c35d285 524
dc0a4df9 525=head3 update Module::CoreList
8c35d285 526
1bac61bb 527Update C<Module::CoreList> with module version data for the new release.
bfadf2ba 528
6a958a95 529Note that if this is a MAINT release, you should run the following actions
1bac61bb 530from the maint branch, but commit the C<CoreList.pm> changes in
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531I<blead> and subsequently cherry-pick any releases since the last
532maint release and then your recent commit. XXX need a better example
bfadf2ba 533
a0db33fe 534F<corelist.pl> uses ftp.funet.fi to verify information about dual-lived
bfadf2ba 535modules on CPAN. It can use a full, local CPAN mirror or fall back
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536to C<wget> or C<curl> to fetch only package metadata remotely. (If you're
537on Win32, then installing Cygwin is one way to have commands like C<wget>
538and C<curl> available.)
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539
540(If you'd prefer to have a full CPAN mirror, see
541http://www.cpan.org/misc/cpan-faq.html#How_mirror_CPAN)
542
a0db33fe 543Then change to your perl checkout, and if necessary,
bfadf2ba 544
595f83ae 545 $ make
bfadf2ba 546
cacc980b 547If this is not the first update for this version (e.g. if it was updated
81fc59ef 548when the version number was originally bumped), first edit
d5bddf6e 549F<dist/Module-CoreList/lib/Module/CoreList.pm> to delete the existing
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550entries for this version from the C<%released> and C<%version> hashes:
551they will have a key like C<5.010001> for 5.10.1.
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552
553XXX the edit-in-place functionality of Porting/corelist.pl should
554be fixed to handle this automatically.
555
bf8ea215 556Then, If you have a local CPAN mirror, run:
bfadf2ba 557
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558 $ ./perl -Ilib Porting/corelist.pl ~/my-cpan-mirror
559
560Otherwise, run:
561
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562 $ ./perl -Ilib Porting/corelist.pl cpan
563
52a66c2c 564This will chug for a while, possibly reporting various warnings about
2a720090 565badly-indexed CPAN modules unrelated to the modules actually in core.
2ce7d676 566Assuming all goes well, it will update
d5bddf6e 567F<dist/Module-CoreList/lib/Module/CoreList.pm>.
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568
569Check that file over carefully:
570
d5bddf6e 571 $ git diff dist/Module-CoreList/lib/Module/CoreList.pm
bfadf2ba 572
da571fa1
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573=head4 Bump C<$Module::CoreList::VERSION>
574
00c28750 575If necessary, bump C<$Module::CoreList::VERSION> (there's no need to do this for
bfadf2ba
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576every RC; in RC1, bump the version to a new clean number that will
577appear in the final release, and leave as-is for the later RCs and final).
9709cbd8
FC
578It may also happen that C<Module::CoreList> has been modified in blead, and
579hence has a new version number already. (But make sure it is not the same
580number as a CPAN release.)
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581
582Edit the version number in the new C<< 'Module::CoreList' => 'X.YZ' >>
583entry, as that is likely to reflect the previous version number.
584
00c28750
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585=head4 Bump version in Module::CoreList F<Changes>
586
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587Also edit Module::CoreList's new version number in its F<Changes>
588file.
e8c01f92 589
00c28750
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590=head4 Add Module::CoreList version bump to perldelta
591
70855f8b
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592Add a perldelta entry for the new Module::CoreList version.
593
da571fa1
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594=for checklist skip RC
595
48100be1 596=head4 Update C<%Module::CoreList::released> and C<CAVEATS>
da571fa1 597
a0db33fe 598In addition, if this is a final release (rather than a release candidate):
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599
600=over 4
601
602=item *
603
604Update this version's entry in the C<%released> hash with today's date.
605
606=item *
607
608Make sure that the script has correctly updated the C<CAVEATS> section
688b7920
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609(Note, the C<CAVEATS> section is in
610F<dist/Module-CoreList/lib/Module/CoreList.pod>)
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611
612=back
613
00c28750
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614=head4 Commit Module::CoreList changes
615
bfadf2ba 616Finally, commit the new version of Module::CoreList:
6a958a95 617(unless this is for MAINT; in which case commit it to blead first, then
a0db33fe 618cherry-pick it back).
bfadf2ba 619
688b7920 620 $ git commit -m 'Update Module::CoreList for 5.x.y' dist/Module-CoreList/lib/Module/CoreList.pm dist/Module-CoreList/lib/Module/CoreList.pod
bfadf2ba 621
da571fa1 622=for checklist skip RC
dc0a4df9 623
dc0a4df9 624=head3 update perlhist.pod
a0db33fe 625
e8a7a70e 626I<You MUST SKIP this step for a RC release>
a0db33fe 627
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628Add an entry to F<pod/perlhist.pod> with the release date, e.g.:
629
630 David 5.10.1 2009-Aug-06
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631
632Make sure that the correct pumpking is listed in the left-hand column, and
633if this is the first release under the stewardship of a new pumpking, make
634sure that his or her name is listed in the section entitled
635C<THE KEEPERS OF THE PUMPKIN>.
636
637Be sure to commit your changes:
638
639 $ git commit -m 'add new release to perlhist' pod/perlhist.pod
8c35d285 640
da571fa1 641=for checklist skip BLEAD-POINT
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642
643=head3 update patchlevel.h
8c35d285 644
6a958a95 645I<You MUST SKIP this step for a BLEAD-POINT release>
d7eb1120 646
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647Update F<patchlevel.h> to add a C<-RC1>-or-whatever string; or, if this is
648a final release, remove it. For example:
d7eb1120
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649
650 static const char * const local_patches[] = {
651 NULL
652 + ,"RC1"
653 PERL_GIT_UNPUSHED_COMMITS /* do not remove this line */
654
655Be sure to commit your change:
656
657 $ git commit -m 'bump version to RCnnn' patchlevel.h
658
dc0a4df9
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659
660=head3 build, test and check a fresh perl
d7eb1120 661
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662Build perl, then make sure it passes its own test suite, and installs:
663
664 $ git clean -xdf
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665 $ ./Configure -des -Dprefix=/tmp/perl-5.x.y-pretest
666
667 # or if it's an odd-numbered version:
a0db33fe 668 $ ./Configure -des -Dusedevel -Dprefix=/tmp/perl-5.x.y-pretest
a42352ee 669
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670 $ make test install
671
52a66c2c
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672Check that the output of C</tmp/perl-5.x.y-pretest/bin/perl -v> and
673C</tmp/perl-5.x.y-pretest/bin/perl -V> are as expected,
a0db33fe 674especially as regards version numbers, patch and/or RC levels, and @INC
52a66c2c
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675paths. Note that as they have been been built from a git working
676directory, they will still identify themselves using git tags and
677commits.
678
679Then delete the temporary installation.
680
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681
682=head3 push the work so far
52a66c2c 683
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684Push all your recent commits:
685
686 $ git push origin ....
687
96054f12 688
dc0a4df9 689=head3 tag the release
96054f12 690
e8c01f92 691Tag the release (e.g.):
96054f12 692
b6d23947 693 $ git tag v5.11.0 -m "First release of the v5.11 series!"
e8c01f92 694
6a958a95 695It is B<VERY> important that from this point forward, you not push
f662f3b7
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696your git changes to the Perl master repository. If anything goes
697wrong before you publish your newly-created tag, you can delete
698and recreate it. Once you push your tag, we're stuck with it
699and you'll need to use a new version number for your release.
700
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701
702=head3 build the tarball
a0db33fe 703
0dcf3caa 704Before you run the following, you might want to install 7-Zip (the
0dcb816b 705C<p7zip-full> package under Debian or the C<p7zip> port on MacPorts) or
0dcf3caa
LB
706the AdvanceCOMP suite (e.g. the C<advancecomp> package under Debian,
707or the C<advancecomp> port on macports - 7-Zip on Windows is the
708same code as AdvanceCOMP, so Windows users get the smallest files
709first time). These compress about 5% smaller than gzip and bzip2.
710Over the lifetime of your distribution this will save a lot of
711people a small amount of download time and disk space, which adds
712up.
713
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714Create a tarball. Use the C<-s> option to specify a suitable suffix for
715the tarball and directory name:
716
717 $ cd root/of/perl/tree
718 $ make distclean
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719 $ git clean -xdf # make sure perl and git agree on files
720 $ git status # and there's nothing lying around
8c35d285 721
8c35d285
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722 $ perl Porting/makerel -b -s RC1 # for a release candidate
723 $ perl Porting/makerel -b # for a final release
724
725This creates the directory F<../perl-x.y.z-RC1> or similar, copies all
726the MANIFEST files into it, sets the correct permissions on them,
727adds DOS line endings to some, then tars it up as
728F<../perl-x.y.z-RC1.tar.gz>. With C<-b>, it also creates a C<tar.bz2> file.
729
6480287f
MT
730If you're getting your tarball suffixed with -uncommitted and you're sure
731your changes were all committed, you can override the suffix with:
732
733 $ perl Porting/makerel -b -s ''
96054f12 734
8c35d285
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735XXX if we go for extra tags and branches stuff, then add the extra details
736here
737
dc0a4df9 738Finally, clean up the temporary directory, e.g.
a42352ee
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739
740 $ rm -rf ../perl-x.y.z-RC1
741
dc0a4df9
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742
743=head3 test the tarball
744
00c28750 745Once you have a tarball it's time to test the tarball (not the repository).
dc0a4df9 746
00c28750 747=head4 Copy the tarball to a web server
a42352ee 748
8c35d285
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749Copy the tarballs (.gz and possibly .bz2) to a web server somewhere you
750have access to.
751
00c28750 752=head4 Download the tarball to another machine
8c35d285
JV
753
754Download the tarball to some other machine. For a release candidate,
755you really want to test your tarball on two or more different platforms
756and architectures. The #p5p IRC channel on irc.perl.org is a good place
757to find willing victims.
758
00c28750 759=head4 Check that F<Configure> works
8c35d285
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760
761Check that basic configuration and tests work on each test machine:
762
763 $ ./Configure -des && make all test
f6af4394 764
00c28750 765=head4 Run the test harness and install
f6af4394 766
8c35d285
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767Check that the test harness and install work on each test machine:
768
a42352ee 769 $ make distclean
8c35d285 770 $ ./Configure -des -Dprefix=/install/path && make all test_harness install
a42352ee 771 $ cd /install/path
8c35d285 772
00c28750 773=head4 Check C<perl -v> and C<perl -V>
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774
775Check that the output of C<perl -v> and C<perl -V> are as expected,
776especially as regards version numbers, patch and/or RC levels, and @INC
777paths.
778
779Note that the results may be different without a F<.git/> directory,
780which is why you should test from the tarball.
781
00c28750 782=head4 Run the Installation Verification Procedure utility
459fc3ca 783
9651cacc 784 $ ./perl utils/perlivp
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DM
785 ...
786 All tests successful.
787 $
788
00c28750 789=head4 Compare the installed paths to the last release
459fc3ca 790
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DM
791Compare the pathnames of all installed files with those of the previous
792release (i.e. against the last installed tarball on this branch which you
793have previously verified using this same procedure). In particular, look
794for files in the wrong place, or files no longer included which should be.
795For example, suppose the about-to-be-released version is 5.10.1 and the
796previous is 5.10.0:
797
798 cd installdir-5.10.0/
799 find . -type f | perl -pe's/5\.10\.0/5.10.1/g' | sort > /tmp/f1
800 cd installdir-5.10.1/
801 find . -type f | sort > /tmp/f2
802 diff -u /tmp/f[12]
803
00c28750 804=head4 Test the CPAN client
d60a1044 805
8c35d285
JV
806Bootstrap the CPAN client on the clean install:
807
16c60e4e 808 $ bin/perl -MCPAN -e "shell"
8c35d285 809
16c60e4e
AB
810If you're running this on Win32 you probably also need a set of Unix
811command-line tools available for CPAN to function correctly without
e8c01f92
SH
812Perl alternatives like LWP installed. Cygwin is an obvious choice.)
813
00c28750 814=head4 Install the Inline module and test it
8c35d285 815
a42352ee
DM
816Try installing a popular CPAN module that's reasonably complex and that
817has dependencies; for example:
8c35d285 818
a42352ee
DM
819 CPAN> install Inline
820 CPAN> quit
8c35d285
JV
821
822Check that your perl can run this:
823
16c60e4e 824 $ bin/perl -lwe "use Inline C => q[int f() { return 42;}]; print f"
a42352ee
DM
825 42
826 $
8c35d285 827
00c28750 828=head4 Bootstrap the CPANPLUS client
8c35d285
JV
829
830Bootstrap the CPANPLUS client on the clean install:
831
75a012fe 832 $ bin/cpanp
8c35d285 833
e8c01f92
SH
834(Again, on Win32 you'll need something like Cygwin installed, but make sure
835that you don't end up with its various F<bin/cpan*> programs being found on
836the PATH before those of the Perl that you're trying to test.)
837
00c28750 838=head4 Install the DBI module with CPANPLUS
8c35d285 839
a42352ee
DM
840 CPAN Terminal> i DBI
841 CPAN Terminal> quit
842 $ bin/perl -MDBI -e 1
75a012fe 843 $
8c35d285 844
00c28750 845=head4 Make sure that perlbug works
8c35d285 846
00c28750 847Test L<perlbug> with the following:
47b1f096 848
a14438df 849 $ bin/perlbug
47b1f096
DM
850 ...
851 Subject: test bug report
852 Local perl administrator [yourself]:
853 Editor [vi]:
854 Module:
855 Category [core]:
856 Severity [low]:
857 (edit report)
858 Action (Send/Display/Edit/Subject/Save to File): f
859 Name of file to save message in [perlbug.rep]:
860 Action (Send/Display/Edit/Subject/Save to File): q
861
862and carefully examine the output (in F<perlbug.rep]>), especially
863the "Locally applied patches" section. If everything appears okay, then
75a012fe
DM
864delete the file, and try it again, this time actually submitting the bug
865report. Check that it shows up, then remember to close it!
47b1f096 866
da571fa1 867=for checklist skip BLEAD-POINT
dc0a4df9
DM
868
869=head3 monitor smokes
47b1f096 870
f6af4394
DM
871Wait for the smoke tests to catch up with the commit which this release is
872based on (or at least the last commit of any consequence).
7277a900 873
f6af4394
DM
874Then check that the smoke tests pass (particularly on Win32). If not, go
875back and fix things.
7277a900 876
6a958a95 877Note that for I<BLEAD-POINT> releases this may not be practical. It takes a
1eefd7d5 878long time for the smokers to catch up, especially the Win32
6a958a95
DM
879smokers. This is why we have a RC cycle for I<MAINT> and I<BLEAD-FINAL>
880releases, but for I<BLEAD-POINT> releases sometimes the best you can do is
881to plead with people on IRC to test stuff on their platforms, fire away,
882and then hope for the best.
7277a900 883
dc0a4df9
DM
884
885=head3 upload to PAUSE
7277a900 886
f6af4394 887Once smoking is okay, upload it to PAUSE. This is the point of no return.
db3f805e
JV
888If anything goes wrong after this point, you will need to re-prepare
889a new release with a new minor version or RC number.
890
a14438df
DM
891 https://pause.perl.org/
892
893(Login, then select 'Upload a file to CPAN')
894
45924287
RS
895If your workstation is not connected to a high-bandwidth,
896high-reliability connection to the Internet, you should probably use the
897"GET URL" feature (rather than "HTTP UPLOAD") to have PAUSE retrieve the
898new release from wherever you put it for testers to find it. This will
899eliminate anxious gnashing of teeth while you wait to see if your
90015 megabyte HTTP upload successfully completes across your slow, twitchy
c27b4e97
SH
901cable modem. You can make use of your home directory on dromedary for
902this purpose: F<http://users.perl5.git.perl.org/~USERNAME> maps to
903F</home/USERNAME/public_html>, where F<USERNAME> is your login account
904on dromedary. I<Remember>: if your upload is partially successful, you
905may need to contact a PAUSE administrator or even bump the version of perl.
45924287 906
a42352ee 907Upload both the .gz and .bz2 versions of the tarball.
f6af4394 908
38195a8c
DG
909Do not proceed any further until you are sure that your tarballs are on
910CPAN. Check your authors directory on one of the "fast" CPAN mirrors
b28f69c2 911(e.g., cpan.hexten.net
38195a8c 912or cpan.cpantesters.org) to confirm that your uploads have been successful.
c27b4e97 913
00c28750
DR
914=for checklist skip RC
915
916=head3 wait for indexing
917
76526317
FR
918I<You MUST SKIP this step for RC>
919
920Wait until you receive notification emails from the PAUSE indexer
921confirming that your uploads have been received. IMPORTANT -- you will
922probably get an email that indexing has failed, due to module permissions.
923This is considered normal.
924
dc0a4df9
DM
925
926=head3 publish tag
210de33e 927
f662f3b7 928Now that you've shipped the new perl release to PAUSE, it's
e8c01f92 929time to publish the tag you created earlier to the public git repo (e.g.):
f662f3b7
JV
930
931 $ git push origin tag v5.11.0
f6af4394 932
da571fa1 933=for checklist skip BLEAD-POINT
dc0a4df9
DM
934
935=head3 disarm patchlevel.h
f6af4394 936
6a958a95 937I<You MUST SKIP this step for BLEAD-POINT release>
113f3f4c 938
a42352ee 939Disarm the F<patchlevel.h> change; for example,
d7eb1120
DM
940
941 static const char * const local_patches[] = {
942 NULL
943 - ,"RC1"
944 PERL_GIT_UNPUSHED_COMMITS /* do not remove this line */
945
946Be sure to commit your change:
947
948 $ git commit -m 'disarm RCnnn bump' patchlevel.h
a14438df 949 $ git push origin ....
d7eb1120 950
2e831dfd 951
dc0a4df9
DM
952
953=head3 announce to p5p
2e831dfd 954
db3f805e 955Mail p5p to announce your new release, with a quote you prepared earlier.
f6af4394 956
098d30ef 957Use the template at Porting/release_announcement_template.txt
dc0a4df9
DM
958
959=head3 update epigraphs.pod
f6af4394 960
85531b0a 961Add your quote to F<Porting/epigraphs.pod> and commit it.
606d51b7
Z
962Your release announcement will probably not have reached the web-visible
963archives yet, so you won't be able to include the customary link to the
964release announcement yet.
dc0a4df9 965
b02b3ec7
DR
966=head3 blog about your epigraph
967
968If you have a blog, please consider writing an entry in your blog explaining
969why you chose that particular quote for your epigraph.
970
da571fa1
DR
971=for checklist skip RC
972
dc0a4df9 973=head3 Module::CoreList nagging
85531b0a 974
bc4c40f2 975I<You MUST SKIP this step for RC>
8c35d285 976
75a012fe
DM
977Remind the current maintainer of C<Module::CoreList> to push a new release
978to CPAN.
7277a900 979
da571fa1 980=for checklist skip RC
dc0a4df9
DM
981
982=head3 new perldelta
a2cba4bc 983
bc4c40f2 984I<You MUST SKIP this step for RC>
7277a900 985
bcfe7366 986Create a new perldelta.
5ef3945b 987
bcfe7366 988=over 4
8e967a1c 989
bcfe7366 990=item *
8e967a1c 991
bcfe7366 992Confirm that you have a clean checkout with no local changes.
c5b87fed 993
bcfe7366 994=item *
17163f85 995
bcfe7366 996Run F<Porting/new-perldelta.pl>
8e967a1c 997
bcfe7366 998=item *
17163f85 999
bcfe7366 1000Run the C<git add> commands it outputs to add new and modified files.
7277a900 1001
bcfe7366 1002=item *
7277a900 1003
bcfe7366 1004Verify that the build still works, by running C<./Configure> and
fd76d40d
SH
1005C<make test_porting>. (On Win32, run C<nmake> and
1006C<nmake test TEST_FILES="porting\*.t ..\lib\diagnostics.t">.)
17163f85 1007
bcfe7366 1008=item *
17163f85 1009
bcfe7366
NC
1010If F<t/porting/podcheck.t> spots errors in the new F<pod/perldelta.pod>,
1011run C<./perl -MTestInit t/porting/podcheck.t | less> for more detail.
1012Skip to the end of its test output to see the options it offers you.
57433fbf 1013
bcfe7366 1014=item *
75a012fe 1015
bcfe7366 1016When C<make test_porting> passes, commit the new perldelta.
75a012fe 1017
bcfe7366 1018=back
75a012fe 1019
21768cb3 1020At this point you may want to compare the commit with a previous bump to
fd76d40d 1021see if they look similar. See commit e3c71926d3 for an example of a
75a012fe 1022previous version bump.
57433fbf 1023
da571fa1 1024=for checklist skip BLEAD-POINT MAINT RC
dc0a4df9
DM
1025
1026=head3 bump version
57433fbf 1027
6a958a95 1028I<You MUST SKIP this step for RC, BLEAD-POINT, MAINT>
dc0a62a1 1029
6a958a95
DM
1030If this was a BLEAD-FINAL release (i.e. the first release of a new maint
1031series, 5.x.0 where x is even), then bump the version in the blead branch
1032in git, e.g. 5.12.0 to 5.13.0.
17163f85 1033
6d5e92cd
FC
1034First, add a new feature bundle to F<regen/feature.pl>, initially by just
1035copying the exiting entry, and bump the file's $VERSION (after the __END__
1036marker); e.g.
17163f85
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1037
1038 "5.14" => [qw(switch say state unicode_strings)],
1039 + "5.15" => [qw(switch say state unicode_strings)],
addebd58 1040
57fef7cc
FC
1041Run F<regen/feature.pl> to propagate the changes to F<lib/feature.pm>.
1042
dc0a4df9
DM
1043Then follow the section L<"Bump the version number"> to bump the version
1044in the remaining files and test and commit.
17163f85 1045
17163f85 1046
d5c37431
NC
1047=head3 clean build and test
1048
1049Run a clean build and test to make sure nothing obvious is broken.
1050
1051In particular, F<Porting/perldelta_template.pod> is intentionally exempted
1052from podchecker tests, to avoid false positives about placeholder text.
1053However, once it's copied to F<pod/perldelta.pod> the contents can now
ef4474b5
KW
1054cause test failures. Problems should resolved by doing one of the
1055following:
1056
1057=over
1058
1059=item 1
1060
1061Replace placeholder text with correct text.
1062
1063=item 2
1064
1065If the problem is from a broken placeholder link, you can add it to the
1066array C<@perldelta_ignore_links> in F<t/porting/podcheck.t>. Lines
1067containing such links should be marked with C<XXX> so that they get
1068cleaned up before the next release.
1069
1070=item 3
1071
1072Following the instructions output by F<t/porting/podcheck.t> on how to
1073update its exceptions database.
1074
1075=back
d5c37431 1076
dc0a4df9
DM
1077=head3 push commits
1078
1079Finally, push any commits done above.
1080
1081 $ git push origin ....
1082
da571fa1 1083=for checklist skip BLEAD-POINT MAINT RC
dc0a4df9
DM
1084
1085=head3 create maint branch
17163f85 1086
6a958a95 1087I<You MUST SKIP this step for RC, BLEAD-POINT, MAINT>
17163f85 1088
6a958a95
DM
1089If this was a BLEAD-FINAL release (i.e. the first release of a new maint
1090series, 5.x.0 where x is even), then create a new maint branch based on
1091the commit tagged as the current release.
7277a900 1092
233ca920
JV
1093Assuming you're using git 1.7.x or newer:
1094
17163f85 1095 $ git checkout -b maint-5.12 v5.12.0
233ca920 1096 $ git push origin -u maint-5.12
addebd58 1097
dc0a4df9 1098
da571fa1
DR
1099=for checklist skip BLEAD-POINT MAINT RC
1100
d5722260
DK
1101=head3 make the maint branch available in the APC
1102
1103Clone the new branch into /srv/gitcommon/branches on camel so the APC will
1104receive its changes.
1105
07697565 1106 $ git clone --branch maint-5.14 /gitroot/perl.git \
d5722260 1107 ? /srv/gitcommon/branches/perl-5.14.x
07697565 1108 $ chmod -R g=u /srv/gitcommon/branches/perl-5.14.x
d5722260
DK
1109
1110And nag the sysadmins to make this directory available via rsync.
1111
da571fa1 1112=for checklist skip BLEAD-POINT RC
d5722260 1113
dc0a4df9 1114=head3 copy perldelta.pod to other branches
addebd58 1115
6a958a95 1116I<You MUST SKIP this step for RC, BLEAD-POINT>
8c35d285 1117
c5b87fed 1118Copy the perldelta.pod for this release into the other branches; for
75a012fe 1119example:
7277a900 1120
c5b87fed 1121 $ cp -i ../5.10.x/pod/perldelta.pod pod/perl5101delta.pod # for example
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1122 $ git add pod/perl5101delta.pod
1123
0aef0fe5 1124Edit F<pod/perl.pod> to add an entry for the file, e.g.:
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1125
1126 perl5101delta Perl changes in version 5.10.1
bc4c40f2 1127
75a012fe 1128Then rebuild various files:
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1130 $ perl pod/buildtoc --build-all
1131
1132Finally, commit:
1133
1134 $ git commit -a -m 'add perlXXXdelta'
7277a900 1135
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1136
1137=head3 update perlhist.pod in other branches
7277a900 1138
f6af4394 1139Make sure any recent F<pod/perlhist.pod> entries are copied to
e8a7a70e 1140F<perlhist.pod> on other branches
f6af4394 1141e.g.
7277a900 1142
f6af4394 1143 5.8.9 2008-Dec-14
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1145
1146=head3 bump RT version number
6e40fbf9 1147
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1148Log into http://rt.perl.org/ and check whether the new version is in the RT
1149fields C<Perl Version> and C<Fixed In>. The easiest way to determine this is
1150to go to L<https://rt.perl.org/rt3/Search/Build.html> and click on the drop
1151downs next to the C<Perl Version> and C<Fixed In> labels.
1152
1153If the new version is not listed there, send an email to C<perlbug-admin at
1154perl.org> requesting this.
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1155
1156=head3 Relax!
a3738a12 1157
bc4c40f2
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1158I<You MUST RETIRE to your preferred PUB, CAFE or SEASIDE VILLA for some
1159much-needed rest and relaxation>.
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1160
1161Thanks for releasing perl!
1162
7277a900 1163
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1164=head2 Building a release - the day after
1165
606d51b7
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1166=head3 link announcement in epigraphs.pod
1167
1168Add, to your quote to F<Porting/epigraphs.pod>, a link to the release
1169announcement in the web-visible mailing list archive. Commit it.
1170
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1171=head3 check tarball availability
1172
1173Check various website entries to make sure the that tarball has appeared
1174and is properly indexed:
1175
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1176=over 4
1177
1178=item *
1179
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1180Check your author directory under L<http://www.cpan.org/authors/id/>
1181to ensure that the tarballs are available on the website.
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1182
1183=item *
1184
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1185Check C</src> on CPAN (on a fast mirror) to ensure that links to
1186the new tarballs have appeared. There should be links in C</src/5.0>
1187(which is accumulating all new versions), links in C</src> (which shows
1188only the latest version on each branch), and an appropriate mention in
1189C</src/README.html> (which describes the latest versions).
1190
1191These links should appear automatically, some hours after upload.
1192If they don't, or the C<README.html> description is inadequate,
1193ask Ask <ask@perl.org>.
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1194
1195=item *
1196
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1197Check L<http://www.cpan.org/src/> to ensure that the C</src> updates
1198have been correctly mirrored to the website.
1199If they haven't, ask Ask <ask@perl.org>.
1200
1201=item *
b28f69c2 1202
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1203Check L<http://search.cpan.org> to see if it has indexed the distribution.
1204It should be visible at a URL like C<http://search.cpan.org/dist/perl-5.10.1/>.
b28f69c2 1205
dc0a4df9 1206=back
b28f69c2 1207
e7b51df1 1208=for checklist skip RC
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1209
1210=head3 update dev.perl.org
1211
e7b51df1 1212I<You MUST SKIP this step for a RC release>
98df743a 1213
a6836307 1214In the C<perlorg> repository, edit F<docs/dev/perl5/index.html>
845a9291
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1215to link to this new release. Then make a pull request to Leo Lapworth.
1216If this fails for some reason and you cannot cajole anybody else into
1217submitting that change, you can mail Leo as last resort.
b28f69c2 1218
da571fa1 1219=for checklist end
b28f69c2 1220
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1221=head1 SOURCE
1222
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1223Based on
1224http://www.xray.mpe.mpg.de/mailing-lists/perl5-porters/2009-05/msg00608.html,
1225plus a whole bunch of other sources, including private correspondence.
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1226
1227=cut
1228