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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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7As of August 2009, this file is mostly complete, although it is missing
8some detail on doing a major release (e.g. 5.10.0 -> 5.12.0). Note that
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9things change at each release, so there may be new things not covered
10here, or tools may need updating.
f6af4394 11
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12=head1 SYNOPSIS
13
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14This document describes the series of tasks required - some automatic, some
15manual - to produce a perl release of some description, be that a snaphot,
8c35d285 16release candidate, or final, numbered release of maint or blead.
f6af4394 17
8c35d285 18The release process has traditionally been executed by the current
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19pumpking. Blead releases from 5.11.0 forward are made each month on the
2020th by a non-pumpking release engineer. The release engineer roster
21and schedule can be found in Porting/release_schedule.pod.
7277a900 22
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23This document both helps as a check-list for the release engineer
24and is a base for ideas on how the various tasks could be automated
25or distributed.
7277a900 26
636a1918 27The outline of a typical release cycle is as follows:
f6af4394 28
636a1918 29 (5.10.1 is released, and post-release actions have been done)
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30
31 ...time passes...
32
33 an occasional snapshot is released, that still identifies itself as
34 5.10.1
35
36 ...time passes...
37
38 a few weeks before the release, a number of steps are performed,
39 including bumping the version to 5.10.2
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40
41 ...a few weeks passes...
46743ef7 42
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43 perl-5.10.2-RC1 is released
44
45 perl-5.10.2 is released
46
47 post-release actions are performed, including creating new
c5b87fed 48 perldelta.pod
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49
50 ... the cycle continues ...
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51
52=head1 DETAILS
53
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54Some of the tasks described below apply to all four types of
55release of Perl. (snapshot, RC, final release of maint, final
56release of blead). Some of these tasks apply only to a subset
57of these release types. If a step does not apply to a given
58type of release, you will see a notation to that effect at
59the beginning of the step.
60
61=head2 Release types
62
63=over 4
64
65=item Snapshot
66
67A snapshot is intended to encourage in-depth testing from time-to-time,
68for example after a key point in the stabilisation of a branch. It
69requires fewer steps than a full release, and the version number of perl in
70the tarball will usually be the same as that of the previous release.
71
72=item Release Candidate (RC)
73
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74A release candidate is an attempt to produce a tarball that is a close as
75possible to the final release. Indeed, unless critical faults are found
76during the RC testing, the final release will be identical to the RC
77barring a few minor fixups (updating the release date in F<perlhist.pod>,
78removing the RC status from F<patchlevel.h>, etc). If faults are found,
79then the fixes should be put into a new release candidate, never directly
80into a final release.
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81
82=item Stable/Maint release
83
84At this point you should have a working release candidate with few or no
85changes since.
86
87It's essentially the same procedure as for making a release candidate, but
88with a whole bunch of extra post-release steps.
89
90=item Blead release
91
92It's essentially the same procedure as for making a release candidate, but
93with a whole bunch of extra post-release steps.
94
95=back
7277a900 96
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97=head2 Prerequisites
98
99Before you can make an official release of perl, there are a few
100hoops you need to jump through:
101
102=over 4
103
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104=item PAUSE account
105
106I<SKIP this step for SNAPSHOT>
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107
108Make sure you have a PAUSE account suitable for uploading a perl release.
109If you don't have a PAUSE account, then request one:
110
111 https://pause.perl.org/pause/query?ACTION=request_id
112
113Check that your account is allowed to upload perl distros: goto
b386fa44 114L<https://pause.perl.org/>, login, then select 'upload file to CPAN'; there
fd838dcf 115should be a "For pumpkings only: Send a CC" tickbox. If not, ask Andreas
e03f126c 116KE<0xf6>nig to add your ID to the list of people allowed to upload something
fd838dcf 117called perl. You can find Andreas' email address at:
4d2c8158 118
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119 https://pause.perl.org/pause/query?ACTION=pause_04imprint
120
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121=item search.cpan.org
122
123Make sure that search.cpan.org knows that you're allowed to upload
124perl distros. Contact Graham Barr to make sure that you're on the right
125list.
126
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127=item CPAN mirror
128
129Some release engineering steps require a full mirror of the CPAN.
130Work to fall back to using a remote mirror via HTTP is incomplete
131but ongoing. (No, a minicpan mirror is not sufficient)
132
133=item git checkout and commit bit
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134
135You will need a working C<git> installation, checkout of the perl
136git repository and perl commit bit. For information about working
c222ef46 137with perl and git, see F<pod/perlgit.pod>.
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138
139If you are not yet a perl committer, you won't be able to make a
140release. Have a chat with whichever evil perl porter tried to talk
141you into the idea in the first place to figure out the best way to
142resolve the issue.
143
f6af4394 144
8c35d285 145=item Quotation for release announcement epigraph
f6af4394 146
8c35d285 147I<SKIP this step for SNAPSHOT and RC>
f6af4394 148
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149For a numbered blead or maint release of perl, you will need a quotation
150to use as an epigraph to your release announcement. (There's no harm
151in having one for a snapshot, but it's not required).
46743ef7 152
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153
154=back
155
b82efa27 156
2e831dfd 157=head2 Building a release - advance actions
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158
159The work of building a release candidate for a numbered release of
160perl generally starts several weeks before the first release candidate.
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161Some of the following steps should be done regularly, but all I<must> be
162done in the run up to a release.
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163
164=over 4
165
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166=item *
167
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168I<You MAY SKIP this step for SNAPSHOT>
169
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170Ensure that dual-life CPAN modules are synchronised with CPAN. Basically,
171run the following:
172
db3f805e 173 $ ./perl -Ilib Porting/core-cpan-diff -a -o /tmp/corediffs
7277a900 174
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175to see any inconsistencies between the core and CPAN versions of distros,
176then fix the core, or cajole CPAN authors as appropriate. See also the
177C<-d> and C<-v> options for more detail. You'll probably want to use the
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178C<-c cachedir> option to avoid repeated CPAN downloads and may want to
179use C<-m file:///mirror/path> if you made a local CPAN mirror.
7277a900 180
f6af4394 181To see which core distro versions differ from the current CPAN versions:
7277a900 182
db3f805e 183 $ ./perl -Ilib Porting/core-cpan-diff -x -a
7277a900 184
52a66c2c 185If you are making a maint release, run C<core-cpan-diff> on both blead and
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186maint, then diff the two outputs. Compare this with what you expect, and if
187necessary, fix things up. For example, you might think that both blead
188and maint are synchronised with a particular CPAN module, but one might
189have some extra changes.
190
f6af4394 191=item *
7277a900 192
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193I<You MAY SKIP this step for SNAPSHOT>
194
f6af4394 195Ensure dual-life CPAN modules are stable, which comes down to:
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196
197 for each module that fails its regression tests on $current
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198 did it fail identically on $previous?
199 if yes, "SEP" (Somebody Else's Problem)
200 else work out why it failed (a bisect is useful for this)
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201
202 attempt to group failure causes
203
204 for each failure cause
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205 is that a regression?
206 if yes, figure out how to fix it
207 (more code? revert the code that broke it)
208 else
209 (presumably) it's relying on something un-or-under-documented
210 should the existing behaviour stay?
211 yes - goto "regression"
212 no - note it in perldelta as a significant bugfix
213 (also, try to inform the module's author)
1aff5354 214
f6af4394 215=item *
7277a900 216
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217I<You MAY SKIP this step for SNAPSHOT>
218
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219Similarly, monitor the smoking of core tests, and try to fix. See
220L<http://doc.procura.nl/smoke/index.html> for a summary. See also
221L<http://www.nntp.perl.org/group/perl.daily-build.reports/> which has
222the raw reports.
7277a900 223
f6af4394 224=item *
7277a900 225
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226I<You MAY SKIP this step for SNAPSHOT>
227
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228Similarly, monitor the smoking of perl for compiler warnings, and try to
229fix.
230
231=item *
232
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233I<You MAY SKIP this step for SNAPSHOT>
234
f6af4394 235Get perldelta in a mostly finished state.
db3f805e 236
04c2c53e 237Read F<Porting/how_to_write_a_perldelta.pod>, and try to make sure that
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238every section it lists is, if necessary, populated and complete. Copy
239edit the whole document.
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240
241=item *
242
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243I<You MUST SKIP this step for SNAPSHOT>
244
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245Bump the version number (e.g. from 5.12.0 to 5.12.1).
246
247For a blead release, this can happen on the day of the release. For a
248release candidate for a stable perl, this should happen a week or two
249before the first release candidate to allow sufficient time for testing and
250smoking with the target version built into the perl executable. For
251subsequent release candidates and the final release, it it not necessary to
252bump the version further.
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253
254There is a tool to semi-automate this process. It works in two stages.
255First, it generates a list of suggested changes, which you review and
256edit; then you feed this list back and it applies the edits. So, first
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257scan the source directory looking for likely candidates. The command line
258arguments are the old and new version numbers, and -s means scan:
f6af4394 259
30cdbfa1 260 $ ./perl -Ilib Porting/bump-perl-version -s 5.10.0 5.10.1 > /tmp/scan
f6af4394 261
52a66c2c 262This produces a file containing a list of suggested edits, e.g.:
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263
264 NetWare/Makefile
265
266 89: -MODULE_DESC = "Perl 5.10.0 for NetWare"
267 +MODULE_DESC = "Perl 5.10.1 for NetWare"
268
269i.e. in the file F<NetWare/Makefile>, line 89 would be changed as shown.
270Review the file carefully, and delete any -/+ line pairs that you don't
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271want changing. You can also edit just the C<+> line to change the
272suggested replacement text. Remember that this tool is largely just
273grepping for '5.10.0' or whatever, so it will generate false positives. Be
274careful not change text like "this was fixed in 5.10.0"! Then run:
f6af4394 275
30cdbfa1 276 $ ./perl -Ilib Porting/bump-perl-version -u < /tmp/scan
f6af4394 277
54356a6f 278which will update all the files shown.
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279
280Be particularly careful with F<INSTALL>, which contains a mixture of
281C<5.10.0>-type strings, some of which need bumping on every release, and
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282some of which need to be left unchanged.
283The line in F<INSTALL> about "is binary incompatible with" requires a
284correct choice of earlier version to declare incompatibility with.
285
286Also note that this tool
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287currently only detects a single substitution per line: so in particular,
288this line in README.vms needs special handling:
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289
290 rename perl-5^.10^.1.dir perl-5_10_1.dir
7277a900 291
45ce9531 292When doing a blead release, also make sure the C<PERL_API_*> constants in
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293F<patchlevel.h> are in sync with the version you're releasing, unless you're
294absolutely sure the release you're about to make is 100% binary compatible
295to an earlier release. When releasing a stable perl version, the C<PERL_API_*>
296constants C<MUST NOT> be changed as we aim to guarantee binary compatibility
297in maint branches.
45ce9531 298
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299Commit your changes:
300
301 $ git st
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302 $ git diff
303 B<review the delta carefully>
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304
305 $ git commit -a -m 'Bump the perl version in various places for 5.x.y'
dc0a62a1 306
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307When the version number is bumped, you should also update Module::CoreList (as
308described below in L<"Building a release - on the day">) to reflect the new
309version number.
310
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311=item *
312
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313I<You MUST SKIP this step for SNAPSHOT>
314
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315Review and update INSTALL to account for the change in version number;
316in particular, the "Coexistence with earlier versions of perl 5" section.
317
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318Be particularly careful with the section "Upgrading from 5.X.Y or earlier". For
319stable releases, this needs to refer to the last release in the previous
320development cycle. For blead releases, it needs to refer to the previous blead
321release.
322
f6af4394 323=item *
7277a900 324
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325I<You MUST SKIP this step for SNAPSHOT>
326
327Update the F<Changes> file to contain the git log command which would show
328all the changes in this release. You will need assume the existence of a
329not-yet created tag for the forthcoming release; e.g.
330
331 git log ... perl-5.10.0..perl-5.12.0
332
333Due to warts in the perforce-to-git migration, some branches require extra
334exclusions to avoid other branches being pulled in. Make sure you have the
335correct incantation: replace the not-yet-created tag with C<HEAD> and see
336if C<git log> produces roughly the right number of commits across roughly the
337right time period (you may find C<git log --pretty=oneline | wc> useful).
338
339=item *
340
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341Check some more build configurations. The check that setuid builds and
342installs is for < 5.11.0 only.
343
344 $ sh Configure -Dprefix=/tmp/perl-5.x.y -Uinstallusrbinperl \
345 -Duseshrplib -Dd_dosuid
346 $ make
347 $ LD_LIBRARY_PATH=`pwd` make test # or similar for useshrplib
7277a900 348
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349 $ make suidperl
350 $ su -c 'make install'
351 $ ls -l .../bin/sperl
352 -rws--x--x 1 root root 69974 2009-08-22 21:55 .../bin/sperl
7277a900 353
52a66c2c 354(Then delete the installation directory.)
7277a900 355
52a66c2c 356XXX think of other configurations that need testing.
7277a900 357
f6af4394 358=item *
7277a900 359
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360I<You MAY SKIP this step for SNAPSHOT>
361
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362L<perlport> has a section currently named I<Supported Platforms> that
363indicates which platforms are known to build in the current release.
364If necessary update the list and the indicated version number.
365
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366=back
367
368=head2 Building a release - on the day
369
370This section describes the actions required to make a release (or snapshot
371etc) that are performed on the actual day.
372
373=over 4
374
375=item *
376
377Review all the items in the previous section,
378L<"Building a release - advance actions"> to ensure they are all done and
379up-to-date.
380
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381=item *
382
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383For a blead release, if you did not bump the perl version number as part
384of I<advance actions>, do that now.
385
386=item *
387
a0db33fe 388I<You MAY SKIP this step for SNAPSHOT>
2e831dfd 389
04dbb930 390Finalize the perldelta. In particular, fill in the Acknowledgements
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391section. You can generate a list of contributors with checkAUTHORS.pl.
392For example:
393
394 $ git log --pretty=fuller v5.13.2..HEAD | \
395 perl Porting/checkAUTHORS.pl --who -
04dbb930 396
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397Look at the previous L<perldelta> for how to write the opening
398paragraph of the Acknowledgements section. To get the amount of
399changed files and number of lines use this command:
400
401 $ git diff --shortstat v5.13.8..v5.13.9 | \
402 ./perl -Ilib -nE 'my ($files, $insert, $delete) = /(\d+)/ga; say "$files files and ", $insert + $delete, " lines changed"'
403
404Making sure to round off the number of lines changed.
405
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406Re-read the perldelta to try to find any embarrassing typos and thinkos;
407remove any C<TODO> or C<XXX> flags; update the "Known Problems" section
408with any serious issues for which fixes are not going to happen now; and
409run through pod and spell checkers, e.g.
2e831dfd 410
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411 $ podchecker -warnings -warnings pod/perldelta.pod
412 $ spell pod/perldelta.pod
2e831dfd 413
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414Also, you may want to generate and view an HTML version of it to check
415formatting, e.g.
2e831dfd 416
84c2dc44 417 $ ./perl -Ilib ext/Pod-Html/pod2html pod/perldelta.pod > /tmp/perldelta.html
2e831dfd 418
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419Another good HTML preview option is http://search.cpan.org/pod2html
420
421If you make changes, be sure to commit them.
422
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423=item *
424
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425Make sure you have a gitwise-clean perl directory (no modified files,
426unpushed commits etc):
8c35d285 427
a0db33fe 428 $ git status
24c5e187 429 $ git clean -dxf
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430
431=item *
432
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433If not already built, Configure and build perl so that you have a Makefile
434and porting tools:
8c35d285 435
52a66c2c 436 $ ./Configure -Dusedevel -des && make
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437
438=item *
439
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440I<You MUST SKIP this step for SNAPSHOT>
441
1bac61bb 442Update C<Module::CoreList> with module version data for the new release.
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443
444Note that if this is a maint release, you should run the following actions
1bac61bb 445from the maint branch, but commit the C<CoreList.pm> changes in
38195a8c 446I<blead> and subsequently cherry-pick it. XXX need a better example
bfadf2ba 447
a0db33fe 448F<corelist.pl> uses ftp.funet.fi to verify information about dual-lived
bfadf2ba 449modules on CPAN. It can use a full, local CPAN mirror or fall back
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450to C<wget> or C<curl> to fetch only package metadata remotely. (If you're
451on Win32, then installing Cygwin is one way to have commands like C<wget>
452and C<curl> available.)
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453
454(If you'd prefer to have a full CPAN mirror, see
455http://www.cpan.org/misc/cpan-faq.html#How_mirror_CPAN)
456
a0db33fe 457Then change to your perl checkout, and if necessary,
bfadf2ba 458
595f83ae 459 $ make
bfadf2ba 460
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461If this not the first update for this version (e.g. if it was updated
462when the version number was originally bumped), first edit
d5bddf6e 463F<dist/Module-CoreList/lib/Module/CoreList.pm> to delete the existing
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464entries for this version from the C<%released> and C<%version> hashes:
465they will have a key like C<5.010001> for 5.10.1.
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466
467XXX the edit-in-place functionality of Porting/corelist.pl should
468be fixed to handle this automatically.
469
bf8ea215 470Then, If you have a local CPAN mirror, run:
bfadf2ba 471
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472 $ ./perl -Ilib Porting/corelist.pl ~/my-cpan-mirror
473
474Otherwise, run:
475
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476 $ ./perl -Ilib Porting/corelist.pl cpan
477
52a66c2c 478This will chug for a while, possibly reporting various warnings about
2a720090 479badly-indexed CPAN modules unrelated to the modules actually in core.
2ce7d676 480Assuming all goes well, it will update
d5bddf6e 481F<dist/Module-CoreList/lib/Module/CoreList.pm>.
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482
483Check that file over carefully:
484
d5bddf6e 485 $ git diff dist/Module-CoreList/lib/Module/CoreList.pm
bfadf2ba 486
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487If necessary, bump C<$VERSION> (there's no need to do this for
488every RC; in RC1, bump the version to a new clean number that will
489appear in the final release, and leave as-is for the later RCs and final).
490
491Edit the version number in the new C<< 'Module::CoreList' => 'X.YZ' >>
492entry, as that is likely to reflect the previous version number.
493
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494Also edit Module::CoreList's new version number in its F<Changes>
495file.
e8c01f92 496
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497You should also add the version you're about to release to the
498L<Module::CoreList/CAVEATS> section which enumerates the perl releases
499that Module::CoreList covers.
500
a0db33fe 501In addition, if this is a final release (rather than a release candidate):
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502
503=over 4
504
505=item *
506
507Update this version's entry in the C<%released> hash with today's date.
508
509=item *
510
511Make sure that the script has correctly updated the C<CAVEATS> section
512
513=back
514
515Finally, commit the new version of Module::CoreList:
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516(unless this is for maint; in which case commit it blead first, then
517cherry-pick it back).
bfadf2ba 518
770cf6ff 519 $ git commit -m 'Update Module::CoreList for 5.x.y' dist/Module-CoreList/lib/Module/CoreList.pm
bfadf2ba 520
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521=item *
522
a0db33fe 523Check that the manifest is sorted and correct:
8c35d285 524
a0db33fe 525 $ make distclean
300b5357 526 $ git clean -xdf # This shouldn't be necessary if distclean is correct
a0db33fe 527 $ perl Porting/manicheck
d5bddf6e 528
7081fd3a 529If manicheck turns up anything wrong, update MANIFEST and begin this step again.
a0db33fe 530
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531 $ ./configure -des -Dusedevel
532 $ make test_porting
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533 $ git commit -m 'Update MANIFEST' MANIFEST
534
535=item *
536
537I<You MUST SKIP this step for SNAPSHOT>
538
539Add an entry to F<pod/perlhist.pod> with the current date, e.g.:
540
541 David 5.10.1-RC1 2009-Aug-06
542
543Make sure that the correct pumpking is listed in the left-hand column, and
544if this is the first release under the stewardship of a new pumpking, make
545sure that his or her name is listed in the section entitled
546C<THE KEEPERS OF THE PUMPKIN>.
547
548Be sure to commit your changes:
549
550 $ git commit -m 'add new release to perlhist' pod/perlhist.pod
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551
552=item *
553
38195a8c 554I<You MUST SKIP this step for SNAPSHOT or BLEAD release>
d7eb1120 555
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556Update F<patchlevel.h> to add a C<-RC1>-or-whatever string; or, if this is
557a final release, remove it. For example:
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558
559 static const char * const local_patches[] = {
560 NULL
561 + ,"RC1"
562 PERL_GIT_UNPUSHED_COMMITS /* do not remove this line */
563
564Be sure to commit your change:
565
566 $ git commit -m 'bump version to RCnnn' patchlevel.h
567
568=item *
569
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570Build perl, then make sure it passes its own test suite, and installs:
571
572 $ git clean -xdf
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573 $ ./Configure -des -Dprefix=/tmp/perl-5.x.y-pretest
574
575 # or if it's an odd-numbered version:
a0db33fe 576 $ ./Configure -des -Dusedevel -Dprefix=/tmp/perl-5.x.y-pretest
a42352ee 577
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578 $ make test install
579
580=item *
581
52a66c2c
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582Check that the output of C</tmp/perl-5.x.y-pretest/bin/perl -v> and
583C</tmp/perl-5.x.y-pretest/bin/perl -V> are as expected,
a0db33fe 584especially as regards version numbers, patch and/or RC levels, and @INC
52a66c2c
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585paths. Note that as they have been been built from a git working
586directory, they will still identify themselves using git tags and
587commits.
588
589Then delete the temporary installation.
590
591=item *
592
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593Push all your recent commits:
594
595 $ git push origin ....
596
96054f12
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597
598=item *
599
600I<You MUST SKIP this step for SNAPSHOT>
601
e8c01f92 602Tag the release (e.g.):
96054f12
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603
604 $ git tag v5.11.0 -m'First release of the v5.11 series!'
605
e8c01f92
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606(Adjust the syntax appropriately if you're working on Win32, i.e. use
607C<-m "..."> rather than C<-m'...'>.)
608
f662f3b7
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609It is VERY important that from this point forward, you not push
610your git changes to the Perl master repository. If anything goes
611wrong before you publish your newly-created tag, you can delete
612and recreate it. Once you push your tag, we're stuck with it
613and you'll need to use a new version number for your release.
614
a0db33fe
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615=item *
616
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617Create a tarball. Use the C<-s> option to specify a suitable suffix for
618the tarball and directory name:
619
620 $ cd root/of/perl/tree
621 $ make distclean
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622 $ git clean -xdf # make sure perl and git agree on files
623 $ git status # and there's nothing lying around
8c35d285
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624
625 $ perl Porting/makerel -b -s `git describe` # for a snapshot
626 $ perl Porting/makerel -b -s RC1 # for a release candidate
627 $ perl Porting/makerel -b # for a final release
628
629This creates the directory F<../perl-x.y.z-RC1> or similar, copies all
630the MANIFEST files into it, sets the correct permissions on them,
631adds DOS line endings to some, then tars it up as
632F<../perl-x.y.z-RC1.tar.gz>. With C<-b>, it also creates a C<tar.bz2> file.
633
6480287f
MT
634If you're getting your tarball suffixed with -uncommitted and you're sure
635your changes were all committed, you can override the suffix with:
636
637 $ perl Porting/makerel -b -s ''
96054f12 638
8c35d285
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639XXX if we go for extra tags and branches stuff, then add the extra details
640here
641
642=item *
643
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644Clean up the temporary directory, e.g.
645
646 $ rm -rf ../perl-x.y.z-RC1
647
648=item *
649
8c35d285
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650Copy the tarballs (.gz and possibly .bz2) to a web server somewhere you
651have access to.
652
653=item *
654
655Download the tarball to some other machine. For a release candidate,
656you really want to test your tarball on two or more different platforms
657and architectures. The #p5p IRC channel on irc.perl.org is a good place
658to find willing victims.
659
660=item *
661
662Check that basic configuration and tests work on each test machine:
663
664 $ ./Configure -des && make all test
f6af4394
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665
666=item *
667
8c35d285
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668Check that the test harness and install work on each test machine:
669
a42352ee 670 $ make distclean
8c35d285 671 $ ./Configure -des -Dprefix=/install/path && make all test_harness install
a42352ee 672 $ cd /install/path
8c35d285
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673
674=item *
675
676Check that the output of C<perl -v> and C<perl -V> are as expected,
677especially as regards version numbers, patch and/or RC levels, and @INC
678paths.
679
680Note that the results may be different without a F<.git/> directory,
681which is why you should test from the tarball.
682
683=item *
684
459fc3ca
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685Run the Installation Verification Procedure utility:
686
9651cacc 687 $ ./perl utils/perlivp
459fc3ca
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688 ...
689 All tests successful.
690 $
691
692=item *
693
d60a1044
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694Compare the pathnames of all installed files with those of the previous
695release (i.e. against the last installed tarball on this branch which you
696have previously verified using this same procedure). In particular, look
697for files in the wrong place, or files no longer included which should be.
698For example, suppose the about-to-be-released version is 5.10.1 and the
699previous is 5.10.0:
700
701 cd installdir-5.10.0/
702 find . -type f | perl -pe's/5\.10\.0/5.10.1/g' | sort > /tmp/f1
703 cd installdir-5.10.1/
704 find . -type f | sort > /tmp/f2
705 diff -u /tmp/f[12]
706
707=item *
708
8c35d285
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709Bootstrap the CPAN client on the clean install:
710
16c60e4e 711 $ bin/perl -MCPAN -e "shell"
8c35d285 712
16c60e4e
AB
713If you're running this on Win32 you probably also need a set of Unix
714command-line tools available for CPAN to function correctly without
e8c01f92
SH
715Perl alternatives like LWP installed. Cygwin is an obvious choice.)
716
8c35d285
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717=item *
718
a42352ee
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719Try installing a popular CPAN module that's reasonably complex and that
720has dependencies; for example:
8c35d285 721
a42352ee
DM
722 CPAN> install Inline
723 CPAN> quit
8c35d285
JV
724
725Check that your perl can run this:
726
16c60e4e 727 $ bin/perl -lwe "use Inline C => q[int f() { return 42;}]; print f"
a42352ee
DM
728 42
729 $
8c35d285
JV
730
731=item *
732
733Bootstrap the CPANPLUS client on the clean install:
734
75a012fe 735 $ bin/cpanp
8c35d285 736
e8c01f92
SH
737(Again, on Win32 you'll need something like Cygwin installed, but make sure
738that you don't end up with its various F<bin/cpan*> programs being found on
739the PATH before those of the Perl that you're trying to test.)
740
8c35d285
JV
741=item *
742
a42352ee 743Install an XS module, for example:
8c35d285 744
a42352ee
DM
745 CPAN Terminal> i DBI
746 CPAN Terminal> quit
747 $ bin/perl -MDBI -e 1
75a012fe 748 $
8c35d285
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749
750=item *
751
bc4c40f2
JV
752I<If you're building a SNAPSHOT, you should STOP HERE>
753
754=item *
8c35d285 755
7f89f796 756Check that the L<perlbug> utility works. Try the following:
47b1f096 757
a14438df 758 $ bin/perlbug
47b1f096
DM
759 ...
760 Subject: test bug report
761 Local perl administrator [yourself]:
762 Editor [vi]:
763 Module:
764 Category [core]:
765 Severity [low]:
766 (edit report)
767 Action (Send/Display/Edit/Subject/Save to File): f
768 Name of file to save message in [perlbug.rep]:
769 Action (Send/Display/Edit/Subject/Save to File): q
770
771and carefully examine the output (in F<perlbug.rep]>), especially
772the "Locally applied patches" section. If everything appears okay, then
75a012fe
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773delete the file, and try it again, this time actually submitting the bug
774report. Check that it shows up, then remember to close it!
47b1f096
DM
775
776=item *
777
f6af4394
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778Wait for the smoke tests to catch up with the commit which this release is
779based on (or at least the last commit of any consequence).
7277a900 780
f6af4394
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781Then check that the smoke tests pass (particularly on Win32). If not, go
782back and fix things.
7277a900 783
1eefd7d5
AB
784Note that for I<BLEAD> releases this may not be practical. It takes a
785long time for the smokers to catch up, especially the Win32
786smokers. This is why we have a RC cycle for I<MAINT> releases, but for
787I<BLEAD> releases sometimes the best you can do is to plead with
788people on IRC to test stuff on their platforms, fire away, and then
789hope for the best.
7277a900 790
f6af4394 791=item *
7277a900 792
f6af4394 793Once smoking is okay, upload it to PAUSE. This is the point of no return.
db3f805e
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794If anything goes wrong after this point, you will need to re-prepare
795a new release with a new minor version or RC number.
796
a14438df
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797 https://pause.perl.org/
798
799(Login, then select 'Upload a file to CPAN')
800
45924287
RS
801If your workstation is not connected to a high-bandwidth,
802high-reliability connection to the Internet, you should probably use the
803"GET URL" feature (rather than "HTTP UPLOAD") to have PAUSE retrieve the
804new release from wherever you put it for testers to find it. This will
805eliminate anxious gnashing of teeth while you wait to see if your
80615 megabyte HTTP upload successfully completes across your slow, twitchy
c27b4e97
SH
807cable modem. You can make use of your home directory on dromedary for
808this purpose: F<http://users.perl5.git.perl.org/~USERNAME> maps to
809F</home/USERNAME/public_html>, where F<USERNAME> is your login account
810on dromedary. I<Remember>: if your upload is partially successful, you
811may need to contact a PAUSE administrator or even bump the version of perl.
45924287 812
a42352ee 813Upload both the .gz and .bz2 versions of the tarball.
f6af4394 814
c27b4e97 815Wait until you receive notification emails from the PAUSE indexer
38195a8c 816confirming that your uploads have been received. IMPORTANT -- you will
b28f69c2
Z
817probably get an email that indexing has failed, due to module permissions.
818This is considered normal.
38195a8c
DG
819
820Do not proceed any further until you are sure that your tarballs are on
821CPAN. Check your authors directory on one of the "fast" CPAN mirrors
b28f69c2 822(e.g., cpan.hexten.net
38195a8c 823or cpan.cpantesters.org) to confirm that your uploads have been successful.
c27b4e97 824
210de33e
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825=item *
826
f662f3b7 827Now that you've shipped the new perl release to PAUSE, it's
e8c01f92 828time to publish the tag you created earlier to the public git repo (e.g.):
f662f3b7
JV
829
830 $ git push origin tag v5.11.0
f6af4394
DM
831
832=item *
833
113f3f4c
AB
834I<You MUST SKIP this step for SNAPSHOT or BLEAD release>
835
a42352ee 836Disarm the F<patchlevel.h> change; for example,
d7eb1120
DM
837
838 static const char * const local_patches[] = {
839 NULL
840 - ,"RC1"
841 PERL_GIT_UNPUSHED_COMMITS /* do not remove this line */
842
843Be sure to commit your change:
844
845 $ git commit -m 'disarm RCnnn bump' patchlevel.h
a14438df 846 $ git push origin ....
d7eb1120 847
2e831dfd
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848
849=item *
850
db3f805e 851Mail p5p to announce your new release, with a quote you prepared earlier.
f6af4394
DM
852
853=item *
854
85531b0a
DG
855Add your quote to F<Porting/epigraphs.pod> and commit it.
856
857=item *
858
bc4c40f2 859I<You MUST SKIP this step for RC>
8c35d285 860
75a012fe
DM
861Remind the current maintainer of C<Module::CoreList> to push a new release
862to CPAN.
7277a900 863
75a012fe 864=item *
a2cba4bc 865
bc4c40f2 866I<You MUST SKIP this step for RC>
7277a900 867
c5b87fed 868Create a new perldelta.
7277a900 869
5ef3945b
SH
870First, update the F<.gitignore> file in the F<pod/> folder to ignore the next
871release's generated F<pod/perlNNNdelta.pod> file rather than this releases's
872one which we are about to set in stone (where NNN is the perl version number
873without the dots. i.e. 5135 for 5.13.5).
874
875Then, move the existing F<pod/perldelta.pod> to F<pod/perlNNNdelta.pod>.
7277a900 876
c5b87fed
FR
877Now edit the moved delta file to change the C<NAME> from C<perldelta> to
878C<perlNNNdelta>.
7277a900 879
c5b87fed
FR
880Then create a new empty perldelta.pod file for the new release; see
881F<Porting/how_to_write_a_perldelta.pod>.
8e967a1c 882
c5b87fed 883You should be able to do this by just copying in a skeleton template and
5ef3945b 884then doing a quick fix up of the version numbers.
8e967a1c 885
c5b87fed 886Then commit the move and the new file.
8e967a1c 887
c5b87fed 888For example, assuming you just released 5.10.1:
8e967a1c 889
c5b87fed
FR
890 $ git mv pod/perldelta.pod pod/perl5101delta.pod
891 $ (edit pod/perl5101delta.pod to retitle)
8e967a1c 892 $ git add pod/perl5101delta.pod
c5b87fed
FR
893
894 $ cp -i Porting/perldelta_template.pod pod/perldelta.pod
895 $ (edit pod/perldelta.pod)
896 $ git add pod/perldelta.pod
897 $ git commit -m 'create perldelta for 5.10.2'
8e967a1c
DG
898
899Now you need to update various tables of contents, most of which can be
900generated automatically.
7277a900 901
c5b87fed
FR
902Edit F<pod.lst>: add the new entry, flagged as 'd', and unflag the previous
903entry from being 'd'; for example:
75a012fe 904
c5b87fed
FR
905 -d perl5101delta Perl changes in version 5.10.1
906 +d perl5102delta Perl changes in version 5.10.2
75a012fe 907 + perl5101delta Perl changes in version 5.10.1
7277a900 908
75a012fe
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909Run C<perl pod/buildtoc --build-all> to update the F<perldelta> version in
910the following files:
57433fbf
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911
912 MANIFEST
75a012fe
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913 Makefile.SH
914 pod.lst
57433fbf 915 pod/perl.pod
57433fbf 916 vms/descrip_mms.template
75a012fe
DM
917 win32/Makefile
918 win32/makefile.mk
919 win32/pod.mak
920
75a012fe
DM
921Finally, commit:
922
c5b87fed 923 $ git commit -a -m 'update TOC for perlNNNdelta'
75a012fe
DM
924
925At this point you may want to compare the commit with a previous bump to
5ef3945b 926see if they look similar. See commit 2b6e134265 for an example of a
75a012fe 927previous version bump.
57433fbf
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928
929=item *
930
bc4c40f2 931I<You MUST SKIP this step for RC, BLEAD>
dc0a62a1 932
66d8ce14
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933If this was the first release of a new maint series, (5.x.0 where x is
934even), then create a new maint branch based on the commit tagged as
935the current release and bump the version in the blead branch in git,
936e.g. 5.12.0 to 5.13.0.
addebd58
DM
937
938[ XXX probably lots more stuff to do, including perldelta,
f6af4394 939C<lib/feature.pm> ]
7277a900 940
233ca920
JV
941Assuming you're using git 1.7.x or newer:
942
943 $ git checkout -b maint-5.12
944 $ git push origin -u maint-5.12
addebd58
DM
945
946=item *
947
bc4c40f2 948I<You MUST SKIP this step for RC, BLEAD>
8c35d285 949
c5b87fed 950Copy the perldelta.pod for this release into the other branches; for
75a012fe 951example:
7277a900 952
c5b87fed 953 $ cp -i ../5.10.x/pod/perldelta.pod pod/perl5101delta.pod # for example
75a012fe
DM
954 $ git add pod/perl5101delta.pod
955
956Edit F<pod.lst> to add an entry for the file, e.g.:
957
958 perl5101delta Perl changes in version 5.10.1
bc4c40f2 959
75a012fe 960Then rebuild various files:
7277a900 961
75a012fe
DM
962 $ perl pod/buildtoc --build-all
963
964Finally, commit:
965
966 $ git commit -a -m 'add perlXXXdelta'
7277a900 967
f6af4394 968=item *
7277a900 969
f6af4394
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970Make sure any recent F<pod/perlhist.pod> entries are copied to
971F<perlhist.pod> on other branches; typically the RC* and final entries,
972e.g.
7277a900 973
f6af4394
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974 5.8.9-RC1 2008-Nov-10
975 5.8.9-RC2 2008-Dec-06
976 5.8.9 2008-Dec-14
7277a900 977
6e40fbf9
DM
978=item *
979
a3738a12
DM
980If necessary, send an email to C<perlbug-admin at perl.org> requesting
981that new version numbers be added to the RT fields C<Perl Version> and
982C<Fixed In>.
983
984=item *
985
bc4c40f2
JV
986I<You MUST RETIRE to your preferred PUB, CAFE or SEASIDE VILLA for some
987much-needed rest and relaxation>.
8c35d285
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988
989Thanks for releasing perl!
990
7277a900
GS
991=back
992
b28f69c2
Z
993=head2 Building a release - the day after
994
995=over 4
996
997=item *
998
98df743a
Z
999Check your author directory under L<http://www.cpan.org/authors/id/>
1000to ensure that the tarballs are available on the website.
b28f69c2
Z
1001
1002=item *
1003
98df743a
Z
1004Check C</src> on CPAN (on a fast mirror) to ensure that links to
1005the new tarballs have appeared. There should be links in C</src/5.0>
1006(which is accumulating all new versions), links in C</src> (which shows
1007only the latest version on each branch), and an appropriate mention in
1008C</src/README.html> (which describes the latest versions).
1009
1010These links should appear automatically, some hours after upload.
1011If they don't, or the C<README.html> description is inadequate,
1012ask Ask <ask@perl.org>.
b28f69c2
Z
1013
1014=item *
1015
98df743a
Z
1016Check L<http://www.cpan.org/src/> to ensure that the C</src> updates
1017have been correctly mirrored to the website.
1018If they haven't, ask Ask <ask@perl.org>.
1019
1020=item *
b28f69c2 1021
98df743a
Z
1022Check L<http://search.cpan.org> to see if it has indexed the distribution.
1023It should be visible at a URL like C<http://search.cpan.org/dist/perl-5.10.1/>.
b28f69c2
Z
1024
1025=item *
1026
98df743a
Z
1027I<This step ONLY for STABLE>
1028
1029Ask Rafael to update L<http://dev.perl.org/perl5/>.
b28f69c2
Z
1030
1031=back
1032
7277a900
GS
1033=head1 SOURCE
1034
f6af4394
DM
1035Based on
1036http://www.xray.mpe.mpg.de/mailing-lists/perl5-porters/2009-05/msg00608.html,
1037plus a whole bunch of other sources, including private correspondence.
7277a900
GS
1038
1039=cut
1040