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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
f6af4394 10
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11=head1 SYNOPSIS
12
f6af4394 13This document describes the series of tasks required - some automatic, some
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14manual - to produce a perl release of some description, be that a release
15candidate, or final, numbered release of maint or blead.
f6af4394 16
8c35d285 17The release process has traditionally been executed by the current
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18pumpking. Blead releases from 5.11.0 forward are made each month on the
1920th by a non-pumpking release engineer. The release engineer roster
20and schedule can be found in Porting/release_schedule.pod.
7277a900 21
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22This document both helps as a check-list for the release engineer
23and is a base for ideas on how the various tasks could be automated
24or distributed.
7277a900 25
636a1918 26The outline of a typical release cycle is as follows:
f6af4394 27
636a1918 28 (5.10.1 is released, and post-release actions have been done)
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29
30 ...time passes...
31
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32 a few weeks before the release, a number of steps are performed,
33 including bumping the version to 5.10.2
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34
35 ...a few weeks passes...
46743ef7 36
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37 perl-5.10.2-RC1 is released
38
39 perl-5.10.2 is released
40
41 post-release actions are performed, including creating new
c5b87fed 42 perldelta.pod
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43
44 ... the cycle continues ...
7277a900 45
dc0a4df9 46
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47=head1 DETAILS
48
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49Some of the tasks described below apply to all four types of
50release of Perl. (blead, RC, final release of maint, final
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51release of blead). Some of these tasks apply only to a subset
52of these release types. If a step does not apply to a given
53type of release, you will see a notation to that effect at
54the beginning of the step.
55
dc0a4df9 56
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57=head2 Release types
58
59=over 4
60
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61=item Release Candidate (RC)
62
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63A release candidate is an attempt to produce a tarball that is a close as
64possible to the final release. Indeed, unless critical faults are found
65during the RC testing, the final release will be identical to the RC
66barring a few minor fixups (updating the release date in F<perlhist.pod>,
67removing the RC status from F<patchlevel.h>, etc). If faults are found,
68then the fixes should be put into a new release candidate, never directly
69into a final release.
8c35d285 70
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71
72=item Stable/Maint release (MAINT).
73
74A release with an even version number, and subversion number > 0, such as
755.14.1 or 5.14.2.
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76
77At this point you should have a working release candidate with few or no
78changes since.
79
80It's essentially the same procedure as for making a release candidate, but
81with a whole bunch of extra post-release steps.
82
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83=item A blead point release (BLEAD-POINT)
84
85A release with an odd version number, such as 5.15.0 or 5.15.1.
86
87This isn't for production, so it has less stability requirements than for
88other release types, and isn't preceded by RC releases. Other than that,
89it is similar to a MAINT release.
90
91=item Blead final release (BLEAD-FINAL)
92
93A release with an even version number, and subversion number == 0, such as
dc0a4df9 945.14.0. That is to say, it's the big new release once per year.
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95
96It's essentially the same procedure as for making a release candidate, but
6a958a95 97with a whole bunch of extra post-release steps, even more than for MAINT.
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98
99=back
7277a900 100
dc0a4df9 101
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102=head2 Prerequisites
103
104Before you can make an official release of perl, there are a few
105hoops you need to jump through:
106
107=over 4
108
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109=item PAUSE account
110
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111Make sure you have a PAUSE account suitable for uploading a perl release.
112If you don't have a PAUSE account, then request one:
113
114 https://pause.perl.org/pause/query?ACTION=request_id
115
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116Check that your account is allowed to upload perl distros: go to
117L<https://pause.perl.org/pause/authenquery?ACTION=who_pumpkin> and check that
118your PAUSE ID is listed there. If not, ask Andreas KE<0xf6>nig to add your ID
119to the list of people allowed to upload something called perl. You can find
120Andreas' email address at:
4d2c8158 121
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122 https://pause.perl.org/pause/query?ACTION=pause_04imprint
123
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124=item search.cpan.org
125
126Make sure that search.cpan.org knows that you're allowed to upload
127perl distros. Contact Graham Barr to make sure that you're on the right
128list.
129
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130=item CPAN mirror
131
132Some release engineering steps require a full mirror of the CPAN.
133Work to fall back to using a remote mirror via HTTP is incomplete
134but ongoing. (No, a minicpan mirror is not sufficient)
135
136=item git checkout and commit bit
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137
138You will need a working C<git> installation, checkout of the perl
139git repository and perl commit bit. For information about working
c222ef46 140with perl and git, see F<pod/perlgit.pod>.
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141
142If you are not yet a perl committer, you won't be able to make a
143release. Have a chat with whichever evil perl porter tried to talk
144you into the idea in the first place to figure out the best way to
145resolve the issue.
146
f6af4394 147
8c35d285 148=item Quotation for release announcement epigraph
f6af4394 149
b1288acc 150I<SKIP this step for RC>
f6af4394 151
6a958a95 152For all except an RC release of perl, you will need a quotation
b1288acc 153to use as an epigraph to your release announcement.
46743ef7 154
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155
156=back
157
b82efa27 158
2e831dfd 159=head2 Building a release - advance actions
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160
161The work of building a release candidate for a numbered release of
162perl generally starts several weeks before the first release candidate.
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163Some of the following steps should be done regularly, but all I<must> be
164done in the run up to a release.
7277a900 165
7277a900 166
dc0a4df9 167=head3 dual-life CPAN module synchronisation
f6af4394 168
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169Ensure that dual-life CPAN modules are synchronised with CPAN. Basically,
170run the following:
171
db3f805e 172 $ ./perl -Ilib Porting/core-cpan-diff -a -o /tmp/corediffs
7277a900 173
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174to see any inconsistencies between the core and CPAN versions of distros,
175then fix the core, or cajole CPAN authors as appropriate. See also the
176C<-d> and C<-v> options for more detail. You'll probably want to use the
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177C<-c cachedir> option to avoid repeated CPAN downloads and may want to
178use C<-m file:///mirror/path> if you made a local CPAN mirror.
7277a900 179
f6af4394 180To see which core distro versions differ from the current CPAN versions:
7277a900 181
db3f805e 182 $ ./perl -Ilib Porting/core-cpan-diff -x -a
7277a900 183
6a958a95 184If you are making a MAINT release, run C<core-cpan-diff> on both blead and
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185maint, then diff the two outputs. Compare this with what you expect, and if
186necessary, fix things up. For example, you might think that both blead
187and maint are synchronised with a particular CPAN module, but one might
188have some extra changes.
189
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190
191=head3 dual-life CPAN module stability
7277a900 192
f6af4394 193Ensure dual-life CPAN modules are stable, which comes down to:
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194
195 for each module that fails its regression tests on $current
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196 did it fail identically on $previous?
197 if yes, "SEP" (Somebody Else's Problem)
198 else work out why it failed (a bisect is useful for this)
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199
200 attempt to group failure causes
201
202 for each failure cause
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203 is that a regression?
204 if yes, figure out how to fix it
205 (more code? revert the code that broke it)
206 else
207 (presumably) it's relying on something un-or-under-documented
208 should the existing behaviour stay?
209 yes - goto "regression"
210 no - note it in perldelta as a significant bugfix
211 (also, try to inform the module's author)
1aff5354 212
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213
214=head3 smoking
7277a900 215
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216Similarly, monitor the smoking of core tests, and try to fix. See
217L<http://doc.procura.nl/smoke/index.html> for a summary. See also
218L<http://www.nntp.perl.org/group/perl.daily-build.reports/> which has
219the raw reports.
7277a900 220
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221Similarly, monitor the smoking of perl for compiler warnings, and try to
222fix.
223
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224
225=head3 perldelta
636a1918 226
f6af4394 227Get perldelta in a mostly finished state.
db3f805e 228
04c2c53e 229Read F<Porting/how_to_write_a_perldelta.pod>, and try to make sure that
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230every section it lists is, if necessary, populated and complete. Copy
231edit the whole document.
f6af4394 232
f6af4394 233
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234=head3 Bump the version number
235
236Increase the version number (e.g. from 5.12.0 to 5.12.1).
04dbb930 237
6a958a95 238For a BLEAD-POINT release, this can happen on the day of the release. For a
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239release candidate for a stable perl, this should happen a week or two
240before the first release candidate to allow sufficient time for testing and
241smoking with the target version built into the perl executable. For
242subsequent release candidates and the final release, it it not necessary to
243bump the version further.
f6af4394 244
8b2227e6 245There is a tool to semi-automate this process:
f6af4394 246
8b2227e6 247 $ ./perl -Ilib Porting/bump-perl-version -i 5.10.0 5.10.1
f6af4394 248
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249Remember that this tool is largely just grepping for '5.10.0' or whatever,
250so it will generate false positives. Be careful not change text like
251"this was fixed in 5.10.0"!
ceb7f800 252
8b2227e6 253Use git status and git diff to select changes you want to keep.
ceb7f800 254
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255Be particularly careful with F<INSTALL>, which contains a mixture of
256C<5.10.0>-type strings, some of which need bumping on every release, and
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257some of which need to be left unchanged.
258The line in F<INSTALL> about "is binary incompatible with" requires a
259correct choice of earlier version to declare incompatibility with.
260
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261When doing a BLEAD-POINT or BLEAD-FINAL release, also make sure the
262C<PERL_API_*> constants in F<patchlevel.h> are in sync with the version
263you're releasing, unless you're
e43cb88f 264absolutely sure the release you're about to make is 100% binary compatible
6a958a95 265to an earlier release. When releasing a MAINT perl version, the C<PERL_API_*>
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266constants C<MUST NOT> be changed as we aim to guarantee binary compatibility
267in maint branches.
45ce9531 268
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269After editing, regenerate uconfig.h (this must be run on a system with a
270/bin/sh available):
22be9667 271
17163f85 272 $ perl regen/uconfig_h.pl
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273
274Test your changes:
275
17163f85 276 $ git clean -xdf # careful if you don't have local files to keep!
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277 $ ./Configure -des -Dusedevel
278 $ make
279 $ make test
280
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281Commit your changes:
282
04abd20e 283 $ git status
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284 $ git diff
285 B<review the delta carefully>
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286
287 $ git commit -a -m 'Bump the perl version in various places for 5.x.y'
dc0a62a1 288
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289At this point you may want to compare the commit with a previous bump to
290see if they look similar. See commit 8891dd8d for an example of a
291previous version bump.
292
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293When the version number is bumped, you should also update Module::CoreList
294(as described below in L<"update Module::CoreList">) to reflect the new
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295version number.
296
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297
298=head3 update INSTALL
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299
300Review and update INSTALL to account for the change in version number;
301in particular, the "Coexistence with earlier versions of perl 5" section.
302
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303Be particularly careful with the section "Upgrading from 5.X.Y or earlier".
304The "X.Y" needs to be changed to the most recent version that we are
305I<not> binary compatible with.
306
307For MAINT and BLEAD-FINAL releases, this needs to refer to the last
308release in the previous development cycle (so for example, for a 5.14.x
309release, this would be 5.13.11).
310
311For BLEAD-POINT releases, it needs to refer to the previous BLEAD-POINT
312release (so for 5.15.3 this would be 5.15.2).
313
dc0a4df9 314=head3 Check more build configurations
b82efa27 315
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316Check some more build configurations. The check that setuid builds and
317installs is for < 5.11.0 only.
318
319 $ sh Configure -Dprefix=/tmp/perl-5.x.y -Uinstallusrbinperl \
320 -Duseshrplib -Dd_dosuid
321 $ make
322 $ LD_LIBRARY_PATH=`pwd` make test # or similar for useshrplib
7277a900 323
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324 $ make suidperl
325 $ su -c 'make install'
326 $ ls -l .../bin/sperl
327 -rws--x--x 1 root root 69974 2009-08-22 21:55 .../bin/sperl
7277a900 328
52a66c2c 329(Then delete the installation directory.)
7277a900 330
52a66c2c 331XXX think of other configurations that need testing.
7277a900 332
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333
334=head3 update perlport
7277a900 335
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336L<perlport> has a section currently named I<Supported Platforms> that
337indicates which platforms are known to build in the current release.
338If necessary update the list and the indicated version number.
339
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340
341
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342=head2 Building a release - on the day
343
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344This section describes the actions required to make a release
345that are performed on the actual day.
2e831dfd 346
2e831dfd 347
dc0a4df9 348=head3 re-check earlier actions
2e831dfd 349
dc0a4df9 350Review all the actions in the previous section,
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351L<"Building a release - advance actions"> to ensure they are all done and
352up-to-date.
353
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354
355=head3 bump version number
8c35d285 356
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357For a BLEAD-POINT release, if you did not bump the perl version number as
358part of I<advance actions>, do that now.
04dbb930 359
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360
361=head3 finalize perldelta
04dbb930 362
04dbb930 363Finalize the perldelta. In particular, fill in the Acknowledgements
548e9a3a 364section, which can be generated with something like:
38195a8c 365
548e9a3a 366 $ perl Porting/acknowledgements.pl v5.15.0..HEAD
ef86391b 367
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368Re-read the perldelta to try to find any embarrassing typos and thinkos;
369remove any C<TODO> or C<XXX> flags; update the "Known Problems" section
370with any serious issues for which fixes are not going to happen now; and
371run through pod and spell checkers, e.g.
2e831dfd 372
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373 $ podchecker -warnings -warnings pod/perldelta.pod
374 $ spell pod/perldelta.pod
2e831dfd 375
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376Also, you may want to generate and view an HTML version of it to check
377formatting, e.g.
2e831dfd 378
3f894c2d 379 $ ./perl -Ilib ext/Pod-Html/bin/pod2html pod/perldelta.pod > /tmp/perldelta.html
2e831dfd 380
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381Another good HTML preview option is http://search.cpan.org/pod2html
382
383If you make changes, be sure to commit them.
384
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385=head3 remove stale perldeltas
386
387For the first RC release that is ONLY for a BLEAD-FINAL, the perldeltas
388from the BLEAD-POINT releases since the previous BLEAD_FINAL should have
389now been consolidated into the current perldelta, and hence are now just
390useless clutter. They can be removed using:
391
392 $ git rm <file1> <file2> ...
393
394For example, for RC0 of 5.16.0:
395
396 $ cd pod
397 $ git rm perldelta515*.pod
398
399All mention to them should also be removed. Currently the files that
400need to be edited for this task are F<MANIFEST>, F<pod.list>,
401F<pod/perl.pod>, and F<win32/pod.mak> (including C<.man>, C<.html>, and
402C<.tex> entries for each removed pod).
403
404Then build a clean perl and do a full test
405
406 $ git status
407 $ git clean -dxf
408 $ ./Configure -Dusedevel -des
409 $ make
410 $ make test
411
412Once all tests pass, commit your changes.
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413
414=head3 build a clean perl
8c35d285 415
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416If you skipped the previous step (removing the stale perldeltas)
417make sure you have a gitwise-clean perl directory (no modified files,
a0db33fe 418unpushed commits etc):
8c35d285 419
a0db33fe 420 $ git status
24c5e187 421 $ git clean -dxf
8c35d285 422
dc0a4df9 423then configure and build perl so that you have a Makefile and porting tools:
8c35d285 424
52a66c2c 425 $ ./Configure -Dusedevel -des && make
8c35d285 426
dc0a4df9 427=head3 update Module::CoreList
8c35d285 428
1bac61bb 429Update C<Module::CoreList> with module version data for the new release.
bfadf2ba 430
6a958a95 431Note that if this is a MAINT release, you should run the following actions
1bac61bb 432from the maint branch, but commit the C<CoreList.pm> changes in
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433I<blead> and subsequently cherry-pick any releases since the last
434maint release and then your recent commit. XXX need a better example
bfadf2ba 435
a0db33fe 436F<corelist.pl> uses ftp.funet.fi to verify information about dual-lived
bfadf2ba 437modules on CPAN. It can use a full, local CPAN mirror or fall back
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438to C<wget> or C<curl> to fetch only package metadata remotely. (If you're
439on Win32, then installing Cygwin is one way to have commands like C<wget>
440and C<curl> available.)
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441
442(If you'd prefer to have a full CPAN mirror, see
443http://www.cpan.org/misc/cpan-faq.html#How_mirror_CPAN)
444
a0db33fe 445Then change to your perl checkout, and if necessary,
bfadf2ba 446
595f83ae 447 $ make
bfadf2ba 448
cacc980b 449If this is not the first update for this version (e.g. if it was updated
81fc59ef 450when the version number was originally bumped), first edit
d5bddf6e 451F<dist/Module-CoreList/lib/Module/CoreList.pm> to delete the existing
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452entries for this version from the C<%released> and C<%version> hashes:
453they will have a key like C<5.010001> for 5.10.1.
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454
455XXX the edit-in-place functionality of Porting/corelist.pl should
456be fixed to handle this automatically.
457
bf8ea215 458Then, If you have a local CPAN mirror, run:
bfadf2ba 459
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460 $ ./perl -Ilib Porting/corelist.pl ~/my-cpan-mirror
461
462Otherwise, run:
463
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464 $ ./perl -Ilib Porting/corelist.pl cpan
465
52a66c2c 466This will chug for a while, possibly reporting various warnings about
2a720090 467badly-indexed CPAN modules unrelated to the modules actually in core.
2ce7d676 468Assuming all goes well, it will update
d5bddf6e 469F<dist/Module-CoreList/lib/Module/CoreList.pm>.
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470
471Check that file over carefully:
472
d5bddf6e 473 $ git diff dist/Module-CoreList/lib/Module/CoreList.pm
bfadf2ba 474
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475If necessary, bump C<$VERSION> (there's no need to do this for
476every RC; in RC1, bump the version to a new clean number that will
477appear in the final release, and leave as-is for the later RCs and final).
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478It may also happen that C<Module::CoreList> has been modified in blead, and
479hence has a new version number already. (But make sure it is not the same
480number as a CPAN release.)
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481
482Edit the version number in the new C<< 'Module::CoreList' => 'X.YZ' >>
483entry, as that is likely to reflect the previous version number.
484
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485Also edit Module::CoreList's new version number in its F<Changes>
486file.
e8c01f92 487
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488Add a perldelta entry for the new Module::CoreList version.
489
a0db33fe 490In addition, if this is a final release (rather than a release candidate):
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491
492=over 4
493
494=item *
495
496Update this version's entry in the C<%released> hash with today's date.
497
498=item *
499
500Make sure that the script has correctly updated the C<CAVEATS> section
501
502=back
503
504Finally, commit the new version of Module::CoreList:
6a958a95 505(unless this is for MAINT; in which case commit it to blead first, then
a0db33fe 506cherry-pick it back).
bfadf2ba 507
770cf6ff 508 $ git commit -m 'Update Module::CoreList for 5.x.y' dist/Module-CoreList/lib/Module/CoreList.pm
bfadf2ba 509
dc0a4df9 510
dc0a4df9 511=head3 update perlhist.pod
a0db33fe 512
e8a7a70e 513I<You MUST SKIP this step for a RC release>
a0db33fe 514
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515Add an entry to F<pod/perlhist.pod> with the release date, e.g.:
516
517 David 5.10.1 2009-Aug-06
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518
519Make sure that the correct pumpking is listed in the left-hand column, and
520if this is the first release under the stewardship of a new pumpking, make
521sure that his or her name is listed in the section entitled
522C<THE KEEPERS OF THE PUMPKIN>.
523
524Be sure to commit your changes:
525
526 $ git commit -m 'add new release to perlhist' pod/perlhist.pod
8c35d285 527
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528
529=head3 update patchlevel.h
8c35d285 530
6a958a95 531I<You MUST SKIP this step for a BLEAD-POINT release>
d7eb1120 532
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533Update F<patchlevel.h> to add a C<-RC1>-or-whatever string; or, if this is
534a final release, remove it. For example:
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535
536 static const char * const local_patches[] = {
537 NULL
538 + ,"RC1"
539 PERL_GIT_UNPUSHED_COMMITS /* do not remove this line */
540
541Be sure to commit your change:
542
543 $ git commit -m 'bump version to RCnnn' patchlevel.h
544
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545
546=head3 build, test and check a fresh perl
d7eb1120 547
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548Build perl, then make sure it passes its own test suite, and installs:
549
550 $ git clean -xdf
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551 $ ./Configure -des -Dprefix=/tmp/perl-5.x.y-pretest
552
553 # or if it's an odd-numbered version:
a0db33fe 554 $ ./Configure -des -Dusedevel -Dprefix=/tmp/perl-5.x.y-pretest
a42352ee 555
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556 $ make test install
557
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558Check that the output of C</tmp/perl-5.x.y-pretest/bin/perl -v> and
559C</tmp/perl-5.x.y-pretest/bin/perl -V> are as expected,
a0db33fe 560especially as regards version numbers, patch and/or RC levels, and @INC
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561paths. Note that as they have been been built from a git working
562directory, they will still identify themselves using git tags and
563commits.
564
565Then delete the temporary installation.
566
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567
568=head3 push the work so far
52a66c2c 569
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570Push all your recent commits:
571
572 $ git push origin ....
573
96054f12 574
dc0a4df9 575=head3 tag the release
96054f12 576
e8c01f92 577Tag the release (e.g.):
96054f12 578
b6d23947 579 $ git tag v5.11.0 -m "First release of the v5.11 series!"
e8c01f92 580
6a958a95 581It is B<VERY> important that from this point forward, you not push
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582your git changes to the Perl master repository. If anything goes
583wrong before you publish your newly-created tag, you can delete
584and recreate it. Once you push your tag, we're stuck with it
585and you'll need to use a new version number for your release.
586
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587
588=head3 build the tarball
a0db33fe 589
0dcf3caa 590Before you run the following, you might want to install 7-Zip (the
0dcb816b 591C<p7zip-full> package under Debian or the C<p7zip> port on MacPorts) or
0dcf3caa
LB
592the AdvanceCOMP suite (e.g. the C<advancecomp> package under Debian,
593or the C<advancecomp> port on macports - 7-Zip on Windows is the
594same code as AdvanceCOMP, so Windows users get the smallest files
595first time). These compress about 5% smaller than gzip and bzip2.
596Over the lifetime of your distribution this will save a lot of
597people a small amount of download time and disk space, which adds
598up.
599
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600Create a tarball. Use the C<-s> option to specify a suitable suffix for
601the tarball and directory name:
602
603 $ cd root/of/perl/tree
604 $ make distclean
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605 $ git clean -xdf # make sure perl and git agree on files
606 $ git status # and there's nothing lying around
8c35d285 607
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608 $ perl Porting/makerel -b -s RC1 # for a release candidate
609 $ perl Porting/makerel -b # for a final release
610
611This creates the directory F<../perl-x.y.z-RC1> or similar, copies all
612the MANIFEST files into it, sets the correct permissions on them,
613adds DOS line endings to some, then tars it up as
614F<../perl-x.y.z-RC1.tar.gz>. With C<-b>, it also creates a C<tar.bz2> file.
615
6480287f
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616If you're getting your tarball suffixed with -uncommitted and you're sure
617your changes were all committed, you can override the suffix with:
618
619 $ perl Porting/makerel -b -s ''
96054f12 620
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621XXX if we go for extra tags and branches stuff, then add the extra details
622here
623
dc0a4df9 624Finally, clean up the temporary directory, e.g.
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625
626 $ rm -rf ../perl-x.y.z-RC1
627
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628
629=head3 test the tarball
630
631=over 4
632
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633=item *
634
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635Copy the tarballs (.gz and possibly .bz2) to a web server somewhere you
636have access to.
637
638=item *
639
640Download the tarball to some other machine. For a release candidate,
641you really want to test your tarball on two or more different platforms
642and architectures. The #p5p IRC channel on irc.perl.org is a good place
643to find willing victims.
644
645=item *
646
647Check that basic configuration and tests work on each test machine:
648
649 $ ./Configure -des && make all test
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650
651=item *
652
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653Check that the test harness and install work on each test machine:
654
a42352ee 655 $ make distclean
8c35d285 656 $ ./Configure -des -Dprefix=/install/path && make all test_harness install
a42352ee 657 $ cd /install/path
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658
659=item *
660
661Check that the output of C<perl -v> and C<perl -V> are as expected,
662especially as regards version numbers, patch and/or RC levels, and @INC
663paths.
664
665Note that the results may be different without a F<.git/> directory,
666which is why you should test from the tarball.
667
668=item *
669
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670Run the Installation Verification Procedure utility:
671
9651cacc 672 $ ./perl utils/perlivp
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673 ...
674 All tests successful.
675 $
676
677=item *
678
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679Compare the pathnames of all installed files with those of the previous
680release (i.e. against the last installed tarball on this branch which you
681have previously verified using this same procedure). In particular, look
682for files in the wrong place, or files no longer included which should be.
683For example, suppose the about-to-be-released version is 5.10.1 and the
684previous is 5.10.0:
685
686 cd installdir-5.10.0/
687 find . -type f | perl -pe's/5\.10\.0/5.10.1/g' | sort > /tmp/f1
688 cd installdir-5.10.1/
689 find . -type f | sort > /tmp/f2
690 diff -u /tmp/f[12]
691
692=item *
693
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694Bootstrap the CPAN client on the clean install:
695
16c60e4e 696 $ bin/perl -MCPAN -e "shell"
8c35d285 697
16c60e4e
AB
698If you're running this on Win32 you probably also need a set of Unix
699command-line tools available for CPAN to function correctly without
e8c01f92
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700Perl alternatives like LWP installed. Cygwin is an obvious choice.)
701
8c35d285
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702=item *
703
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704Try installing a popular CPAN module that's reasonably complex and that
705has dependencies; for example:
8c35d285 706
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707 CPAN> install Inline
708 CPAN> quit
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709
710Check that your perl can run this:
711
16c60e4e 712 $ bin/perl -lwe "use Inline C => q[int f() { return 42;}]; print f"
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713 42
714 $
8c35d285
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715
716=item *
717
718Bootstrap the CPANPLUS client on the clean install:
719
75a012fe 720 $ bin/cpanp
8c35d285 721
e8c01f92
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722(Again, on Win32 you'll need something like Cygwin installed, but make sure
723that you don't end up with its various F<bin/cpan*> programs being found on
724the PATH before those of the Perl that you're trying to test.)
725
8c35d285
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726=item *
727
a42352ee 728Install an XS module, for example:
8c35d285 729
a42352ee
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730 CPAN Terminal> i DBI
731 CPAN Terminal> quit
732 $ bin/perl -MDBI -e 1
75a012fe 733 $
8c35d285
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734
735=item *
736
7f89f796 737Check that the L<perlbug> utility works. Try the following:
47b1f096 738
a14438df 739 $ bin/perlbug
47b1f096
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740 ...
741 Subject: test bug report
742 Local perl administrator [yourself]:
743 Editor [vi]:
744 Module:
745 Category [core]:
746 Severity [low]:
747 (edit report)
748 Action (Send/Display/Edit/Subject/Save to File): f
749 Name of file to save message in [perlbug.rep]:
750 Action (Send/Display/Edit/Subject/Save to File): q
751
752and carefully examine the output (in F<perlbug.rep]>), especially
753the "Locally applied patches" section. If everything appears okay, then
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754delete the file, and try it again, this time actually submitting the bug
755report. Check that it shows up, then remember to close it!
47b1f096 756
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757=back
758
759
760=head3 monitor smokes
47b1f096 761
f6af4394
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762Wait for the smoke tests to catch up with the commit which this release is
763based on (or at least the last commit of any consequence).
7277a900 764
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765Then check that the smoke tests pass (particularly on Win32). If not, go
766back and fix things.
7277a900 767
6a958a95 768Note that for I<BLEAD-POINT> releases this may not be practical. It takes a
1eefd7d5 769long time for the smokers to catch up, especially the Win32
6a958a95
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770smokers. This is why we have a RC cycle for I<MAINT> and I<BLEAD-FINAL>
771releases, but for I<BLEAD-POINT> releases sometimes the best you can do is
772to plead with people on IRC to test stuff on their platforms, fire away,
773and then hope for the best.
7277a900 774
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775
776=head3 upload to PAUSE
7277a900 777
f6af4394 778Once smoking is okay, upload it to PAUSE. This is the point of no return.
db3f805e
JV
779If anything goes wrong after this point, you will need to re-prepare
780a new release with a new minor version or RC number.
781
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782 https://pause.perl.org/
783
784(Login, then select 'Upload a file to CPAN')
785
45924287
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786If your workstation is not connected to a high-bandwidth,
787high-reliability connection to the Internet, you should probably use the
788"GET URL" feature (rather than "HTTP UPLOAD") to have PAUSE retrieve the
789new release from wherever you put it for testers to find it. This will
790eliminate anxious gnashing of teeth while you wait to see if your
79115 megabyte HTTP upload successfully completes across your slow, twitchy
c27b4e97
SH
792cable modem. You can make use of your home directory on dromedary for
793this purpose: F<http://users.perl5.git.perl.org/~USERNAME> maps to
794F</home/USERNAME/public_html>, where F<USERNAME> is your login account
795on dromedary. I<Remember>: if your upload is partially successful, you
796may need to contact a PAUSE administrator or even bump the version of perl.
45924287 797
a42352ee 798Upload both the .gz and .bz2 versions of the tarball.
f6af4394 799
38195a8c
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800Do not proceed any further until you are sure that your tarballs are on
801CPAN. Check your authors directory on one of the "fast" CPAN mirrors
b28f69c2 802(e.g., cpan.hexten.net
38195a8c 803or cpan.cpantesters.org) to confirm that your uploads have been successful.
c27b4e97 804
76526317
FR
805I<You MUST SKIP this step for RC>
806
807Wait until you receive notification emails from the PAUSE indexer
808confirming that your uploads have been received. IMPORTANT -- you will
809probably get an email that indexing has failed, due to module permissions.
810This is considered normal.
811
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812
813=head3 publish tag
210de33e 814
f662f3b7 815Now that you've shipped the new perl release to PAUSE, it's
e8c01f92 816time to publish the tag you created earlier to the public git repo (e.g.):
f662f3b7
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817
818 $ git push origin tag v5.11.0
f6af4394 819
dc0a4df9
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820
821=head3 disarm patchlevel.h
f6af4394 822
6a958a95 823I<You MUST SKIP this step for BLEAD-POINT release>
113f3f4c 824
a42352ee 825Disarm the F<patchlevel.h> change; for example,
d7eb1120
DM
826
827 static const char * const local_patches[] = {
828 NULL
829 - ,"RC1"
830 PERL_GIT_UNPUSHED_COMMITS /* do not remove this line */
831
832Be sure to commit your change:
833
834 $ git commit -m 'disarm RCnnn bump' patchlevel.h
a14438df 835 $ git push origin ....
d7eb1120 836
2e831dfd 837
dc0a4df9
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838
839=head3 announce to p5p
2e831dfd 840
db3f805e 841Mail p5p to announce your new release, with a quote you prepared earlier.
f6af4394 842
098d30ef 843Use the template at Porting/release_announcement_template.txt
dc0a4df9
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844
845=head3 update epigraphs.pod
f6af4394 846
85531b0a 847Add your quote to F<Porting/epigraphs.pod> and commit it.
606d51b7
Z
848Your release announcement will probably not have reached the web-visible
849archives yet, so you won't be able to include the customary link to the
850release announcement yet.
dc0a4df9
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851
852=head3 Module::CoreList nagging
85531b0a 853
bc4c40f2 854I<You MUST SKIP this step for RC>
8c35d285 855
75a012fe
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856Remind the current maintainer of C<Module::CoreList> to push a new release
857to CPAN.
7277a900 858
dc0a4df9
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859
860=head3 new perldelta
a2cba4bc 861
bc4c40f2 862I<You MUST SKIP this step for RC>
7277a900 863
c5b87fed 864Create a new perldelta.
7277a900 865
17163f85
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866B<Note>: currently, the buildtoc below must be run in a I<built> perl source
867directory, as at least one of the pod files it expects to find is
868autogenerated: perluniprops.pod. But you can't build perl if you've added
869the new perldelta file and not updated toc. So, make sure you have a built
dc0a4df9 870perl (with a pod/perluniprops.pod file) now, I<before> continuing.
17163f85
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871
872First, update the F<pod/.gitignore> file to ignore the next
873release's generated F<pod/perlNNNdelta.pod> file rather than this release's
5ef3945b
SH
874one which we are about to set in stone (where NNN is the perl version number
875without the dots. i.e. 5135 for 5.13.5).
876
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877 $ (edit pod/.gitignore )
878 $ git add pod/.gitignore
8e967a1c 879
17163f85
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880Then, move the existing F<pod/perldelta.pod> to F<pod/perlNNNdelta.pod>,
881and edit the moved delta file to change the C<NAME> from C<perldelta> to
882C<perlNNNdelta>. For example, assuming you just released 5.10.1, and are
883about to create the 5.10.2 perldelta:
8e967a1c 884
17163f85 885 $ rm pod/perl5101delta.pod # remove the auto-generated file, if any
c5b87fed
FR
886 $ git mv pod/perldelta.pod pod/perl5101delta.pod
887 $ (edit pod/perl5101delta.pod to retitle)
8e967a1c 888 $ git add pod/perl5101delta.pod
c5b87fed 889
17163f85
DM
890Then create a new empty perldelta.pod file for the new release; see
891F<Porting/how_to_write_a_perldelta.pod>. You should be able to do this by
892just copying in a skeleton template and then doing a quick fix up of the
893version numbers. Then commit the move and the new file.
894
c5b87fed
FR
895 $ cp -i Porting/perldelta_template.pod pod/perldelta.pod
896 $ (edit pod/perldelta.pod)
897 $ git add pod/perldelta.pod
898 $ git commit -m 'create perldelta for 5.10.2'
8e967a1c 899
dc0a4df9 900=head3 update perldelta TOC and references
17163f85
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901
902Now you need to update various tables of contents related to perldelta,
903most of which can be generated automatically.
7277a900 904
8a51675c
FC
905Edit F<pod.lst>: add the new entry for the perlNNNdelta file for the
906current version (the file that will be symlinked to perldelta).
7277a900 907
17163f85
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908Manually create a temporary link to the new delta file; normally this is
909done from the Makefile, but the Makefile is updated by buildtoc, and
910buildtoc won't run without the file there:
911
8558c223 912 $ ln -s pod/perldelta.pod pod/perl5102delta.pod
17163f85 913
75a012fe
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914Run C<perl pod/buildtoc --build-all> to update the F<perldelta> version in
915the following files:
57433fbf
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916
917 MANIFEST
75a012fe 918 Makefile.SH
57433fbf 919 pod/perl.pod
57433fbf 920 vms/descrip_mms.template
75a012fe
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921 win32/Makefile
922 win32/makefile.mk
923 win32/pod.mak
924
75a012fe
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925Finally, commit:
926
c5b87fed 927 $ git commit -a -m 'update TOC for perlNNNdelta'
75a012fe 928
21768cb3
FC
929At this point you may want to compare the commit with a previous bump to
930see if they look similar. See commit dd885b5 for an example of a
75a012fe 931previous version bump.
57433fbf 932
dc0a4df9
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933
934=head3 bump version
57433fbf 935
6a958a95 936I<You MUST SKIP this step for RC, BLEAD-POINT, MAINT>
dc0a62a1 937
6a958a95
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938If this was a BLEAD-FINAL release (i.e. the first release of a new maint
939series, 5.x.0 where x is even), then bump the version in the blead branch
940in git, e.g. 5.12.0 to 5.13.0.
17163f85
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941
942First, add a new feature bundle to F<lib/feature.pm>, initially by just
943copying the exiting entry, and bump the file's $VERSION; e.g.
944
945 "5.14" => [qw(switch say state unicode_strings)],
946 + "5.15" => [qw(switch say state unicode_strings)],
addebd58 947
dc0a4df9
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948Then follow the section L<"Bump the version number"> to bump the version
949in the remaining files and test and commit.
17163f85 950
17163f85 951
d5c37431
NC
952=head3 clean build and test
953
954Run a clean build and test to make sure nothing obvious is broken.
955
956In particular, F<Porting/perldelta_template.pod> is intentionally exempted
957from podchecker tests, to avoid false positives about placeholder text.
958However, once it's copied to F<pod/perldelta.pod> the contents can now
ef4474b5
KW
959cause test failures. Problems should resolved by doing one of the
960following:
961
962=over
963
964=item 1
965
966Replace placeholder text with correct text.
967
968=item 2
969
970If the problem is from a broken placeholder link, you can add it to the
971array C<@perldelta_ignore_links> in F<t/porting/podcheck.t>. Lines
972containing such links should be marked with C<XXX> so that they get
973cleaned up before the next release.
974
975=item 3
976
977Following the instructions output by F<t/porting/podcheck.t> on how to
978update its exceptions database.
979
980=back
d5c37431 981
dc0a4df9
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982=head3 push commits
983
984Finally, push any commits done above.
985
986 $ git push origin ....
987
988
989=head3 create maint branch
17163f85 990
6a958a95 991I<You MUST SKIP this step for RC, BLEAD-POINT, MAINT>
17163f85 992
6a958a95
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993If this was a BLEAD-FINAL release (i.e. the first release of a new maint
994series, 5.x.0 where x is even), then create a new maint branch based on
995the commit tagged as the current release.
7277a900 996
233ca920
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997Assuming you're using git 1.7.x or newer:
998
17163f85 999 $ git checkout -b maint-5.12 v5.12.0
233ca920 1000 $ git push origin -u maint-5.12
addebd58 1001
dc0a4df9 1002
d5722260
DK
1003=head3 make the maint branch available in the APC
1004
1005Clone the new branch into /srv/gitcommon/branches on camel so the APC will
1006receive its changes.
1007
07697565 1008 $ git clone --branch maint-5.14 /gitroot/perl.git \
d5722260 1009 ? /srv/gitcommon/branches/perl-5.14.x
07697565 1010 $ chmod -R g=u /srv/gitcommon/branches/perl-5.14.x
d5722260
DK
1011
1012And nag the sysadmins to make this directory available via rsync.
1013
1014
dc0a4df9 1015=head3 copy perldelta.pod to other branches
addebd58 1016
6a958a95 1017I<You MUST SKIP this step for RC, BLEAD-POINT>
8c35d285 1018
c5b87fed 1019Copy the perldelta.pod for this release into the other branches; for
75a012fe 1020example:
7277a900 1021
c5b87fed 1022 $ cp -i ../5.10.x/pod/perldelta.pod pod/perl5101delta.pod # for example
75a012fe
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1023 $ git add pod/perl5101delta.pod
1024
1025Edit F<pod.lst> to add an entry for the file, e.g.:
1026
1027 perl5101delta Perl changes in version 5.10.1
bc4c40f2 1028
75a012fe 1029Then rebuild various files:
7277a900 1030
75a012fe
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1031 $ perl pod/buildtoc --build-all
1032
1033Finally, commit:
1034
1035 $ git commit -a -m 'add perlXXXdelta'
7277a900 1036
dc0a4df9
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1037
1038=head3 update perlhist.pod in other branches
7277a900 1039
f6af4394 1040Make sure any recent F<pod/perlhist.pod> entries are copied to
e8a7a70e 1041F<perlhist.pod> on other branches
f6af4394 1042e.g.
7277a900 1043
f6af4394 1044 5.8.9 2008-Dec-14
7277a900 1045
dc0a4df9
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1046
1047=head3 bump RT version number
6e40fbf9 1048
1530afd8
LB
1049Log into http://rt.perl.org/ and check whether the new version is
1050in the RT fields C<Perl Version> and C<Fixed In>. If not, send an
1051email to C<perlbug-admin at perl.org> requesting this.
dc0a4df9
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1052
1053=head3 Relax!
a3738a12 1054
bc4c40f2
JV
1055I<You MUST RETIRE to your preferred PUB, CAFE or SEASIDE VILLA for some
1056much-needed rest and relaxation>.
8c35d285
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1057
1058Thanks for releasing perl!
1059
7277a900 1060
b28f69c2
Z
1061=head2 Building a release - the day after
1062
606d51b7
Z
1063=head3 link announcement in epigraphs.pod
1064
1065Add, to your quote to F<Porting/epigraphs.pod>, a link to the release
1066announcement in the web-visible mailing list archive. Commit it.
1067
dc0a4df9
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1068=head3 check tarball availability
1069
1070Check various website entries to make sure the that tarball has appeared
1071and is properly indexed:
1072
b28f69c2
Z
1073=over 4
1074
1075=item *
1076
98df743a
Z
1077Check your author directory under L<http://www.cpan.org/authors/id/>
1078to ensure that the tarballs are available on the website.
b28f69c2
Z
1079
1080=item *
1081
98df743a
Z
1082Check C</src> on CPAN (on a fast mirror) to ensure that links to
1083the new tarballs have appeared. There should be links in C</src/5.0>
1084(which is accumulating all new versions), links in C</src> (which shows
1085only the latest version on each branch), and an appropriate mention in
1086C</src/README.html> (which describes the latest versions).
1087
1088These links should appear automatically, some hours after upload.
1089If they don't, or the C<README.html> description is inadequate,
1090ask Ask <ask@perl.org>.
b28f69c2
Z
1091
1092=item *
1093
98df743a
Z
1094Check L<http://www.cpan.org/src/> to ensure that the C</src> updates
1095have been correctly mirrored to the website.
1096If they haven't, ask Ask <ask@perl.org>.
1097
1098=item *
b28f69c2 1099
98df743a
Z
1100Check L<http://search.cpan.org> to see if it has indexed the distribution.
1101It should be visible at a URL like C<http://search.cpan.org/dist/perl-5.10.1/>.
b28f69c2 1102
dc0a4df9 1103=back
b28f69c2 1104
dc0a4df9
DM
1105
1106=head3 update dev.perl.org
1107
512b502a 1108I<This step ONLY for BLEAD-FINAL and MAINT>
98df743a 1109
e294df83 1110Ask Leo Lapworth to update L<http://dev.perl.org/perl5/>.
b28f69c2 1111
b28f69c2 1112
7277a900
GS
1113=head1 SOURCE
1114
f6af4394
DM
1115Based on
1116http://www.xray.mpe.mpg.de/mailing-lists/perl5-porters/2009-05/msg00608.html,
1117plus a whole bunch of other sources, including private correspondence.
7277a900
GS
1118
1119=cut
1120