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1=encoding utf8
2
3=head1 NAME
4
5release_managers_guide - Releasing a new version of perl 5.x
6
7Note that things change at each release, so there may be new things not
8covered here, or tools may need updating.
9
10=head1 MAKING A CHECKLIST
11
12If you are preparing to do a release, you can run the
13F<Porting/make-rmg-checklist> script to generate a new version of this
14document that starts with a checklist for your release.
15
16This script is run as:
17
18 perl Porting/make-rmg-checklist \
19 --type [BLEAD-POINT or MAINT or ...] > /tmp/rmg.pod
20
21You can also pass the C<--html> flag to generate an HTML document instead of
22POD.
23
24 perl Porting/make-rmg-checklist --html \
25 --type [BLEAD-POINT or MAINT or ...] > /tmp/rmg.html
26
27=head1 SYNOPSIS
28
29This document describes the series of tasks required - some automatic, some
30manual - to produce a perl release of some description, be that a release
31candidate, or final, numbered release of maint or blead.
32
33The release process has traditionally been executed by the current
34pumpking. Blead releases from 5.11.0 forward are made each month on the
3520th by a non-pumpking release engineer. The release engineer roster
36and schedule can be found in Porting/release_schedule.pod.
37
38This document both helps as a check-list for the release engineer
39and is a base for ideas on how the various tasks could be automated
40or distributed.
41
42The checklist of a typical release cycle is as follows:
43
44 (5.10.1 is released, and post-release actions have been done)
45
46 ...time passes...
47
48 a few weeks before the release, a number of steps are performed,
49 including bumping the version to 5.10.2
50
51 ...a few weeks passes...
52
53 perl-5.10.2-RC1 is released
54
55 perl-5.10.2 is released
56
57 post-release actions are performed, including creating new
58 perldelta.pod
59
60 ... the cycle continues ...
61
62
63=head1 DETAILS
64
65Some of the tasks described below apply to all four types of
66release of Perl. (blead, RC, final release of maint, final
67release of blead). Some of these tasks apply only to a subset
68of these release types. If a step does not apply to a given
69type of release, you will see a notation to that effect at
70the beginning of the step.
71
72
73=head2 Release types
74
75=over 4
76
77=item Release Candidate (RC)
78
79A release candidate is an attempt to produce a tarball that is a close as
80possible to the final release. Indeed, unless critical faults are found
81during the RC testing, the final release will be identical to the RC
82barring a few minor fixups (updating the release date in F<perlhist.pod>,
83removing the RC status from F<patchlevel.h>, etc). If faults are found,
84then the fixes should be put into a new release candidate, never directly
85into a final release.
86
87
88=item Stable/Maint release (MAINT).
89
90A release with an even version number, and subversion number > 0, such as
915.14.1 or 5.14.2.
92
93At this point you should have a working release candidate with few or no
94changes since.
95
96It's essentially the same procedure as for making a release candidate, but
97with a whole bunch of extra post-release steps.
98
99=item A blead point release (BLEAD-POINT)
100
101A release with an odd version number, such as 5.15.0 or 5.15.1.
102
103This isn't for production, so it has less stability requirements than for
104other release types, and isn't preceded by RC releases. Other than that,
105it is similar to a MAINT release.
106
107=item Blead final release (BLEAD-FINAL)
108
109A release with an even version number, and subversion number == 0, such as
1105.14.0. That is to say, it's the big new release once per year.
111
112It's essentially the same procedure as for making a release candidate, but
113with a whole bunch of extra post-release steps, even more than for MAINT.
114
115=back
116
117=for checklist begin
118
119=head2 Prerequisites
120
121Before you can make an official release of perl, there are a few
122hoops you need to jump through:
123
124=head3 PAUSE account with pumpkin status
125
126Make sure you have a PAUSE account suitable for uploading a perl release.
127If you don't have a PAUSE account, then request one:
128
129 https://pause.perl.org/pause/query?ACTION=request_id
130
131Check that your account is allowed to upload perl distros: go to
132L<https://pause.perl.org/pause/authenquery?ACTION=who_pumpkin> and check that
133your PAUSE ID is listed there. If not, ask Andreas KE<0xf6>nig to add your ID
134to the list of people allowed to upload something called perl. You can find
135Andreas' email address at:
136
137 https://pause.perl.org/pause/query?ACTION=pause_04imprint
138
139=head3 search.cpan.org pumpkin status
140
141Make sure that search.cpan.org knows that you're allowed to upload
142perl distros. Contact Graham Barr to make sure that you're on the right
143list.
144
145=head3 rt.perl.org update access
146
147Make sure you have permission to close tickets on L<http://rt.perl.org/>
148so you can respond to bug report as necessary during your stint. If you
149don't, make an account (if you don't have one) and contact the pumpking
150with your username to get ticket-closing permission.
151
152=head3 git checkout and commit bit
153
154You will need a working C<git> installation, checkout of the perl
155git repository and perl commit bit. For information about working
156with perl and git, see F<pod/perlgit.pod>.
157
158If you are not yet a perl committer, you won't be able to make a
159release. Have a chat with whichever evil perl porter tried to talk
160you into the idea in the first place to figure out the best way to
161resolve the issue.
162
163=head3 git clone of https://github.com/perlorg/perlweb
164
165For updating the L<http://dev.perl.org> web pages, either a Github account or
166sweet-talking somebody with a Github account into obedience is needed. This
167is only needed on the day of the release or shortly afterwards.
168
169=for checklist skip RC
170
171=head3 Quotation for release announcement epigraph
172
173I<SKIP this step for RC>
174
175For all except an RC release of perl, you will need a quotation
176to use as an epigraph to your release announcement.
177
178=head2 Building a release - advance actions
179
180The work of building a release candidate for an even numbered release
181(BLEAD-FINAL) of perl generally starts several weeks before the first
182release candidate. Some of the following steps should be done regularly,
183but all I<must> be done in the run up to a release.
184
185=head3 dual-life CPAN module synchronisation
186
187To see which core distro versions differ from the current CPAN versions:
188
189 $ ./perl -Ilib Porting/core-cpan-diff -x -a
190
191Passing C<-u cpan> (and maybe C<-u undef>) will probably be helpful, since
192those are the only types of distributions that you can actually affect as a
193perl release manager (as opposed to a CPAN module maintainer).
194
195You can also run an actual diff of the contents of the modules, comparing core
196to CPAN, to ensure that there were no erroneous/extraneous changes that need to
197be dealt with. You do this by not passing the C<-x> option:
198
199 $ ./perl -Ilib Porting/core-cpan-diff -a -o /tmp/corediffs
200
201then fix the core, or cajole CPAN authors as appropriate. See also the C<-d>
202and C<-v> options for more detail (and the C<-u> option as mentioned above).
203You'll probably want to use the C<-c cachedir> option to avoid repeated CPAN
204downloads and may want to use C<-m file:///mirror/path> if you made a local
205CPAN mirror. Note that a minicpan mirror won't actually work, but can provide a
206good first pass to quickly get a list of modules which definitely haven't
207changed, to avoid having to download absolutely everything.
208
209If you are making a MAINT release, run C<core-cpan-diff> on both blead and
210maint, then diff the two outputs. Compare this with what you expect, and if
211necessary, fix things up. For example, you might think that both blead
212and maint are synchronised with a particular CPAN module, but one might
213have some extra changes.
214
215=head3 How to sync a CPAN module with a cpan/ distro
216
217=over 4
218
219=item *
220
221Fetch the most recent version from CPAN.
222
223=item *
224
225Unpack the retrieved tarball. Rename the old directory; rename the new
226directory to the original name.
227
228=item *
229
230Restore any F<.gitignore> file. This can be done by issuing
231C<git checkout .gitignore> in the F<cpan/Distro> directory.
232
233=item *
234
235Remove files we do not need. That is, remove any files that match the
236entries in C<@IGNORE> in F<Porting/Maintainer.pl>, and anything that
237matches the C<EXCLUDED> section of the distro's entry in the C<%Modules>
238hash.
239
240=item *
241
242Restore any files mentioned in the C<CUSTOMIZED> section, using
243C<git checkout>. Make any new customizations if necessary. Also,
244restore any files that are mentioned in C<@IGNORE>, but were checked
245in in the repository anyway.
246
247=item *
248
249For any new files in the distro, determine whether they are needed.
250If not, delete them, and list them in either C<EXCLUDED> or C<@INGORE>.
251Otherwise, add them to C<MANIFEST>, and run C<git add> to add the files
252to the repository.
253
254=item *
255
256For any files that are gone, remove them from C<MANIFEST>, and use
257C<git rm> to tell git the files will be gone.
258
259=item *
260
261If the C<MANIFEST> file was changed in any of the previous steps, run
262C<perl Porting/manisort --output MANIFEST.sort; mv MANIFEST.sort MANIFEST>.
263
264=item *
265
266For any files that have an execute bit set, either remove the execute
267bit, or edit F<Porting/exec-bit.txt>
268
269=item *
270
271Run C<make> (or C<nmake> on Windows), see if C<perl> compiles.
272
273=item *
274
275Run the tests for the package.
276
277=item *
278
279Run the tests in F<t/porting>.
280
281=item *
282
283Update the C<DISTRIBUTION> entry in F<Porting/Maintainers.pl>.
284
285=item *
286
287Run a full configure/build/test cycle.
288
289=item *
290
291If everything is ok, commit the changes.
292
293=back
294
295For entries with a non-simple C<FILES> section, or with a C<MAP>, you
296may have to take more steps than listed above.
297
298F<Porting/sync-with-cpan> is a script that automates most of the steps
299above; but see the comments at the beginning of the file. In particular,
300it has not yet been exercised on Windows, but will certainly require a set
301of Unix tools such as Cygwin, and steps that run C<make> will need to run
302C<nmake> instead.
303
304
305=head3 dual-life CPAN module stability
306
307Ensure dual-life CPAN modules are stable, which comes down to:
308
309 for each module that fails its regression tests on $current
310 did it fail identically on $previous?
311 if yes, "SEP" (Somebody Else's Problem)
312 else work out why it failed (a bisect is useful for this)
313
314 attempt to group failure causes
315
316 for each failure cause
317 is that a regression?
318 if yes, figure out how to fix it
319 (more code? revert the code that broke it)
320 else
321 (presumably) it's relying on something un-or-under-documented
322 should the existing behaviour stay?
323 yes - goto "regression"
324 no - note it in perldelta as a significant bugfix
325 (also, try to inform the module's author)
326
327
328=head3 monitor smoke tests for failures
329
330Similarly, monitor the smoking of core tests, and try to fix. See
331L<http://doc.procura.nl/smoke/index.html> and L<http://perl5.test-smoke.org/>
332for a summary. See also
333L<http://www.nntp.perl.org/group/perl.daily-build.reports/> which has
334the raw reports.
335
336Similarly, monitor the smoking of perl for compiler warnings, and try to
337fix.
338
339
340=head3 update perldelta
341
342Get perldelta in a mostly finished state.
343
344Read F<Porting/how_to_write_a_perldelta.pod>, and try to make sure that
345every section it lists is, if necessary, populated and complete. Copy
346edit the whole document.
347
348
349=head3 Bump the version number
350
351Do not do this yet for a BLEAD-POINT release! You will do this at the end of
352the release process.
353
354Increase the version number (e.g. from 5.12.0 to 5.12.1).
355
356For a release candidate for a stable perl, this should happen a week or two
357before the first release candidate to allow sufficient time for testing and
358smoking with the target version built into the perl executable. For
359subsequent release candidates and the final release, it it not necessary to
360bump the version further.
361
362There is a tool to semi-automate this process:
363
364 $ ./perl -Ilib Porting/bump-perl-version -i 5.10.0 5.10.1
365
366Remember that this tool is largely just grepping for '5.10.0' or whatever,
367so it will generate false positives. Be careful not change text like
368"this was fixed in 5.10.0"!
369
370Use git status and git diff to select changes you want to keep.
371
372Be particularly careful with F<INSTALL>, which contains a mixture of
373C<5.10.0>-type strings, some of which need bumping on every release, and
374some of which need to be left unchanged.
375The line in F<INSTALL> about "is binary incompatible with" requires a
376correct choice of earlier version to declare incompatibility with.
377
378When doing a BLEAD-POINT or BLEAD-FINAL release, also make sure the
379C<PERL_API_*> constants in F<patchlevel.h> are in sync with the version
380you're releasing, unless you're
381absolutely sure the release you're about to make is 100% binary compatible
382to an earlier release. When releasing a MAINT perl version, the C<PERL_API_*>
383constants C<MUST NOT> be changed as we aim to guarantee binary compatibility
384in maint branches.
385
386After editing, regenerate uconfig.h (this must be run on a system with a
387/bin/sh available):
388
389 $ perl regen/uconfig_h.pl
390
391This might not cause any new changes.
392
393Test your changes:
394
395 $ git clean -xdf # careful if you don't have local files to keep!
396 $ ./Configure -des -Dusedevel
397 $ make
398 $ make test
399
400Commit your changes:
401
402 $ git status
403 $ git diff
404 B<review the delta carefully>
405
406 $ git commit -a -m 'Bump the perl version in various places for 5.x.y'
407
408At this point you may want to compare the commit with a previous bump to
409see if they look similar. See commit 0e79a3d1bc for an example of a
410previous version bump.
411
412When the version number is bumped, you should also update Module::CoreList
413(as described below in L<"update Module::CoreList">) to reflect the new
414version number.
415
416
417=head3 update INSTALL
418
419Review and update INSTALL to account for the change in version number;
420in particular, the "Coexistence with earlier versions of perl 5" section.
421
422Be particularly careful with the section "Upgrading from 5.X.Y or earlier".
423The "X.Y" needs to be changed to the most recent version that we are
424I<not> binary compatible with.
425
426For MAINT and BLEAD-FINAL releases, this needs to refer to the last
427release in the previous development cycle (so for example, for a 5.14.x
428release, this would be 5.13.11).
429
430For BLEAD-POINT releases, it needs to refer to the previous BLEAD-POINT
431release (so for 5.15.3 this would be 5.15.2).
432
433=head3 Check more build configurations
434
435Check some more build configurations.
436
437 $ sh Configure -Dprefix=/tmp/perl-5.x.y -Uinstallusrbinperl \
438 -Duseshrplib -Dusesitecustomize
439 $ make
440 $ make test
441
442XXX think of other configurations that need testing.
443
444
445=head3 update perlport
446
447L<perlport> has a section currently named I<Supported Platforms> that
448indicates which platforms are known to build in the current release.
449If necessary update the list and the indicated version number.
450
451
452
453=head2 Building a release - on the day
454
455This section describes the actions required to make a release
456that are performed on the actual day.
457
458
459=head3 re-check earlier actions
460
461Review all the actions in the previous section,
462L<"Building a release - advance actions"> to ensure they are all done and
463up-to-date.
464
465
466=head3 create a release branch
467
468For BLEAD-POINT releases, making a release from a release branch avoids the
469need to freeze blead during the release. This is less important for
470BLEAD-FINAL, MAINT, and RC releases, since blead will already be frozen in
471those cases. Create the branch by running
472
473 git checkout -b release-5.xx.yy
474
475
476=head3 finalize perldelta
477
478Finalize the perldelta. In particular, fill in the Acknowledgements
479section, which can be generated with something like:
480
481 $ perl Porting/acknowledgements.pl v5.15.0..HEAD
482
483Re-read the perldelta to try to find any embarrassing typos and thinkos;
484remove any C<TODO> or C<XXX> flags; update the "Known Problems" section
485with any serious issues for which fixes are not going to happen now; and
486run through pod and spell checkers, e.g.
487
488 $ podchecker -warnings -warnings pod/perldelta.pod
489 $ spell pod/perldelta.pod
490
491Also, you may want to generate and view an HTML version of it to check
492formatting, e.g.
493
494 $ ./perl -Ilib ext/Pod-Html/bin/pod2html pod/perldelta.pod > /tmp/perldelta.html
495
496Another good HTML preview option is http://search.cpan.org/pod2html
497
498If you make changes, be sure to commit them.
499
500=for checklist skip BLEAD-POINT MAINT RC
501
502=head3 remove stale perldeltas
503
504For the first RC release that is ONLY for a BLEAD-FINAL, the perldeltas
505from the BLEAD-POINT releases since the previous BLEAD_FINAL should have
506now been consolidated into the current perldelta, and hence are now just
507useless clutter. They can be removed using:
508
509 $ git rm <file1> <file2> ...
510
511For example, for RC0 of 5.16.0:
512
513 $ cd pod
514 $ git rm perldelta515*.pod
515
516All mention to them should also be removed. Edit F<pod/perl.pod> to remove
517them from its table of contents, then run F<Porting/pod_rules.pl> to
518propagate your changes there into all the other files that mention them
519(including F<MANIFEST>). You'll need to C<git add> the files that it changes.
520
521Then build a clean perl and do a full test
522
523 $ git status
524 $ git clean -dxf
525 $ ./Configure -Dusedevel -des
526 $ make
527 $ make test
528
529Once all tests pass, commit your changes.
530
531=head3 build a clean perl
532
533If you skipped the previous step (removing the stale perldeltas)
534make sure you have a gitwise-clean perl directory (no modified files,
535unpushed commits etc):
536
537 $ git status
538 $ git clean -dxf
539
540then configure and build perl so that you have a Makefile and porting tools:
541
542 $ ./Configure -Dusedevel -des && make
543
544=head3 update Module::CoreList
545
546Update C<Module::CoreList> with module version data for the new release.
547
548Note that if this is a MAINT release, you should run the following actions
549from the maint branch, but commit the C<CoreList.pm> changes in
550I<blead> and subsequently cherry-pick any releases since the last
551maint release and then your recent commit. XXX need a better example
552
553F<corelist.pl> uses ftp.funet.fi to verify information about dual-lived
554modules on CPAN. It can use a full, local CPAN mirror and/or fall back
555on HTTP::Tiny to fetch package metadata remotely.
556
557(If you'd prefer to have a full CPAN mirror, see
558http://www.cpan.org/misc/cpan-faq.html#How_mirror_CPAN)
559
560Then change to your perl checkout, and if necessary,
561
562 $ make
563
564If this is not the first update for this version (e.g. if it was updated
565when the version number was originally bumped), first edit
566F<dist/Module-CoreList/lib/Module/CoreList.pm> to delete the existing
567entries for this version from the C<%released> and C<%version> hashes:
568they will have a key like C<5.010001> for 5.10.1.
569
570XXX the edit-in-place functionality of Porting/corelist.pl should
571be fixed to handle this automatically.
572
573Then, If you have a local CPAN mirror, run:
574
575 $ ./perl -Ilib Porting/corelist.pl ~/my-cpan-mirror
576
577Otherwise, run:
578
579 $ ./perl -Ilib Porting/corelist.pl cpan
580
581This will chug for a while, possibly reporting various warnings about
582badly-indexed CPAN modules unrelated to the modules actually in core.
583Assuming all goes well, it will update
584F<dist/Module-CoreList/lib/Module/CoreList.pm>.
585
586Check that file over carefully:
587
588 $ git diff dist/Module-CoreList/lib/Module/CoreList.pm
589
590=head4 Bump C<$Module::CoreList::VERSION>
591
592If necessary, bump C<$Module::CoreList::VERSION> (there's no need to do this for
593every RC; in RC1, bump the version to a new clean number that will
594appear in the final release, and leave as-is for the later RCs and final).
595It may also happen that C<Module::CoreList> has been modified in blead, and
596hence has a new version number already. (But make sure it is not the same
597number as a CPAN release.)
598
599Edit the version number in the new C<< 'Module::CoreList' => 'X.YZ' >>
600entry, as that is likely to reflect the previous version number.
601
602=head4 Bump C<$Module::CoreList::TieHashDelta::VERSION>
603
604C<$Module::CoreList::TieHashDelta::VERSION> should always be equal to
605C<$Module::CoreList::VERSION>. Make sure the two versions match before
606proceeding.
607
608Edit the version number in the new
609C<< 'Module::CoreList::TieHashDelta' => 'X.YZ' >> entry, as that is likely to
610reflect the previous version number.
611
612=head4 Bump version in Module::CoreList F<Changes>
613
614Also edit Module::CoreList's new version number in its F<Changes>
615file.
616
617=head4 Add Module::CoreList version bump to perldelta
618
619Add a perldelta entry for the new Module::CoreList version.
620
621=for checklist skip RC
622
623=head4 Update C<%Module::CoreList::released> and C<CAVEATS>
624
625In addition, if this is a final release (rather than a release candidate):
626
627=over 4
628
629=item *
630
631Update this version's entry in the C<%released> hash with today's date.
632
633=item *
634
635Make sure that the script has correctly updated the C<CAVEATS> section
636(Note, the C<CAVEATS> section is in
637F<dist/Module-CoreList/lib/Module/CoreList.pod>)
638
639=back
640
641=head4 Commit Module::CoreList changes
642
643Finally, commit the new version of Module::CoreList:
644(unless this is for MAINT; in which case commit it to blead first, then
645cherry-pick it back).
646
647 $ git commit -m 'Update Module::CoreList for 5.x.y' dist/Module-CoreList/lib/Module/CoreList.pm dist/Module-CoreList/lib/Module/CoreList.pod
648
649=for checklist skip RC
650
651=head3 update perlhist.pod
652
653I<You MUST SKIP this step for a RC release>
654
655Add an entry to F<pod/perlhist.pod> with the release date, e.g.:
656
657 David 5.10.1 2009-Aug-06
658
659Make sure that the correct pumpking is listed in the left-hand column, and
660if this is the first release under the stewardship of a new pumpking, make
661sure that his or her name is listed in the section entitled
662C<THE KEEPERS OF THE PUMPKIN>.
663
664I<If you're making a BLEAD-FINAL release>, also update the "SELECTED
665RELEASE SIZES" section with the output of
666F<Porting/perlhist_calculate.pl>.
667
668Be sure to commit your changes:
669
670 $ git commit -m 'add new release to perlhist' pod/perlhist.pod
671
672=for checklist skip BLEAD-POINT
673
674=head3 update patchlevel.h
675
676I<You MUST SKIP this step for a BLEAD-POINT release>
677
678Update F<patchlevel.h> to add a C<-RC1>-or-whatever string; or, if this is
679a final release, remove it. For example:
680
681 static const char * const local_patches[] = {
682 NULL
683 + ,"RC1"
684 PERL_GIT_UNPUSHED_COMMITS /* do not remove this line */
685
686Be sure to commit your change:
687
688 $ git commit -m 'bump version to RCnnn' patchlevel.h
689
690
691=head3 build, test and check a fresh perl
692
693Build perl, then make sure it passes its own test suite, and installs:
694
695 $ git clean -xdf
696 $ ./Configure -des -Dprefix=/tmp/perl-5.x.y-pretest
697
698 # or if it's an odd-numbered version:
699 $ ./Configure -des -Dusedevel -Dprefix=/tmp/perl-5.x.y-pretest
700
701 $ make test install
702
703Check that the output of C</tmp/perl-5.x.y-pretest/bin/perl -v> and
704C</tmp/perl-5.x.y-pretest/bin/perl -V> are as expected,
705especially as regards version numbers, patch and/or RC levels, and @INC
706paths. Note that as they have been been built from a git working
707directory, they will still identify themselves using git tags and
708commits. (Note that for an odd-numbered version, perl will install
709itself as C<perl5.x.y>). C<perl -v> will identify itself as:
710
711 This is perl 5, version X, subversion Y (v5.X.Y (v5.X.Z-NNN-gdeadbeef))
712
713where 5.X.Z is the latest tag, NNN the number of commits since this tag,
714and C<< deadbeef >> commit of that tag.
715
716Then delete the temporary installation.
717
718
719=head3 push the work so far
720
721Push all your recent commits:
722
723 $ git push origin release-5.xx.yy
724
725=head3 tag the release
726
727Tag the release (e.g.):
728
729 $ git tag v5.11.0 -m "First release of the v5.11 series!"
730
731It is B<VERY> important that from this point forward, you not push
732your git changes to the Perl master repository. If anything goes
733wrong before you publish your newly-created tag, you can delete
734and recreate it. Once you push your tag, we're stuck with it
735and you'll need to use a new version number for your release.
736
737
738=head3 build the tarball
739
740Before you run the following, you might want to install 7-Zip (the
741C<p7zip-full> package under Debian or the C<p7zip> port on MacPorts) or
742the AdvanceCOMP suite (e.g. the C<advancecomp> package under Debian,
743or the C<advancecomp> port on macports - 7-Zip on Windows is the
744same code as AdvanceCOMP, so Windows users get the smallest files
745first time). These compress about 5% smaller than gzip and bzip2.
746Over the lifetime of your distribution this will save a lot of
747people a small amount of download time and disk space, which adds
748up.
749
750Create a tarball. Use the C<-s> option to specify a suitable suffix for
751the tarball and directory name:
752
753 $ cd root/of/perl/tree
754 $ make distclean
755 $ git clean -xdf # make sure perl and git agree on files
756 $ git status # and there's nothing lying around
757
758 $ perl Porting/makerel -b -s RC1 # for a release candidate
759 $ perl Porting/makerel -b # for a final release
760
761This creates the directory F<../perl-x.y.z-RC1> or similar, copies all
762the MANIFEST files into it, sets the correct permissions on them,
763adds DOS line endings to some, then tars it up as
764F<../perl-x.y.z-RC1.tar.gz>. With C<-b>, it also creates a C<tar.bz2> file.
765
766If you're getting your tarball suffixed with -uncommitted and you're sure
767your changes were all committed, you can override the suffix with:
768
769 $ perl Porting/makerel -b -s ''
770
771XXX if we go for extra tags and branches stuff, then add the extra details
772here
773
774Finally, clean up the temporary directory, e.g.
775
776 $ rm -rf ../perl-x.y.z-RC1
777
778
779=head3 test the tarball
780
781Once you have a tarball it's time to test the tarball (not the repository).
782
783=head4 Copy the tarball to a web server
784
785Copy the tarballs (.gz and possibly .bz2) to a web server somewhere you
786have access to.
787
788=head4 Download the tarball to another machine
789
790Download the tarball to some other machine. For a release candidate,
791you really want to test your tarball on two or more different platforms
792and architectures. The #p5p IRC channel on irc.perl.org is a good place
793to find willing victims.
794
795=head4 Check that F<Configure> works
796
797Check that basic configuration and tests work on each test machine:
798
799 $ ./Configure -des && make all test
800
801=head4 Run the test harness and install
802
803Check that the test harness and install work on each test machine:
804
805 $ make distclean
806 $ ./Configure -des -Dprefix=/install/path && make all test_harness install
807 $ cd /install/path
808
809=head4 Check C<perl -v> and C<perl -V>
810
811Check that the output of C<perl -v> and C<perl -V> are as expected,
812especially as regards version numbers, patch and/or RC levels, and @INC
813paths.
814
815Note that the results may be different without a F<.git/> directory,
816which is why you should test from the tarball.
817
818=head4 Run the Installation Verification Procedure utility
819
820 $ ./perl utils/perlivp
821 ...
822 All tests successful.
823 $
824
825=head4 Compare the installed paths to the last release
826
827Compare the pathnames of all installed files with those of the previous
828release (i.e. against the last installed tarball on this branch which you
829have previously verified using this same procedure). In particular, look
830for files in the wrong place, or files no longer included which should be.
831For example, suppose the about-to-be-released version is 5.10.1 and the
832previous is 5.10.0:
833
834 cd installdir-5.10.0/
835 find . -type f | perl -pe's/5\.10\.0/5.10.1/g' | sort > /tmp/f1
836 cd installdir-5.10.1/
837 find . -type f | sort > /tmp/f2
838 diff -u /tmp/f[12]
839
840=head4 Bootstrap the CPAN client
841
842Bootstrap the CPAN client on the clean install:
843
844 $ bin/cpan
845
846=head4 Install the Inline module with CPAN and test it
847
848Try installing a popular CPAN module that's reasonably complex and that
849has dependencies; for example:
850
851 CPAN> install Inline
852 CPAN> quit
853
854Check that your perl can run this:
855
856 $ bin/perl -lwe "use Inline C => q[int f() { return 42;}]; print f"
857 42
858 $
859
860=head4 Bootstrap the CPANPLUS client
861
862Bootstrap the CPANPLUS client on the clean install:
863
864 $ bin/cpanp
865
866=head4 Install the DBI module with CPANPLUS
867
868 CPAN Terminal> i DBI
869 CPAN Terminal> quit
870 $ bin/perl -MDBI -e 1
871 $
872
873=head4 Make sure that perlbug works
874
875Test L<perlbug> with the following:
876
877 $ bin/perlbug
878 ...
879 Subject: test bug report
880 Local perl administrator [yourself]:
881 Editor [vi]:
882 Module:
883 Category [core]:
884 Severity [low]:
885 (edit report)
886 Action (Send/Display/Edit/Subject/Save to File): f
887 Name of file to save message in [perlbug.rep]:
888 Action (Send/Display/Edit/Subject/Save to File): q
889
890and carefully examine the output (in F<perlbug.rep]>), especially
891the "Locally applied patches" section. If everything appears okay, then
892delete the file, and try it again, this time actually submitting the bug
893report. Check that it shows up, then remember to close it!
894
895=for checklist skip BLEAD-POINT
896
897=head3 monitor smokes
898
899Wait for the smoke tests to catch up with the commit which this release is
900based on (or at least the last commit of any consequence).
901
902Then check that the smoke tests pass (particularly on Win32). If not, go
903back and fix things.
904
905Note that for I<BLEAD-POINT> releases this may not be practical. It takes a
906long time for the smokers to catch up, especially the Win32
907smokers. This is why we have a RC cycle for I<MAINT> and I<BLEAD-FINAL>
908releases, but for I<BLEAD-POINT> releases sometimes the best you can do is
909to plead with people on IRC to test stuff on their platforms, fire away,
910and then hope for the best.
911
912
913=head3 upload to PAUSE
914
915Once smoking is okay, upload it to PAUSE. This is the point of no return.
916If anything goes wrong after this point, you will need to re-prepare
917a new release with a new minor version or RC number.
918
919 https://pause.perl.org/
920
921(Login, then select 'Upload a file to CPAN')
922
923If your workstation is not connected to a high-bandwidth,
924high-reliability connection to the Internet, you should probably use the
925"GET URL" feature (rather than "HTTP UPLOAD") to have PAUSE retrieve the
926new release from wherever you put it for testers to find it. This will
927eliminate anxious gnashing of teeth while you wait to see if your
92815 megabyte HTTP upload successfully completes across your slow, twitchy
929cable modem. You can make use of your home directory on dromedary for
930this purpose: F<http://users.perl5.git.perl.org/~USERNAME> maps to
931F</home/USERNAME/public_html>, where F<USERNAME> is your login account
932on dromedary. I<Remember>: if your upload is partially successful, you
933may need to contact a PAUSE administrator or even bump the version of perl.
934
935Upload both the .gz and .bz2 versions of the tarball.
936
937Do not proceed any further until you are sure that your tarballs are on
938CPAN. Check your authors directory on one of the "fast" CPAN mirrors
939(e.g., cpan.hexten.net
940or cpan.cpantesters.org) to confirm that your uploads have been successful.
941
942=for checklist skip RC
943
944=head3 wait for indexing
945
946I<You MUST SKIP this step for RC>
947
948Wait until you receive notification emails from the PAUSE indexer
949confirming that your uploads have been received. IMPORTANT -- you will
950probably get an email that indexing has failed, due to module permissions.
951This is considered normal.
952
953
954=head3 publish tag
955
956Now that you've shipped the new perl release to PAUSE, it's
957time to publish the tag you created earlier to the public git repo (e.g.):
958
959 $ git push origin tag v5.11.0
960
961=for checklist skip BLEAD-POINT
962
963=head3 disarm patchlevel.h
964
965I<You MUST SKIP this step for BLEAD-POINT release>
966
967Disarm the F<patchlevel.h> change; for example,
968
969 static const char * const local_patches[] = {
970 NULL
971 - ,"RC1"
972 PERL_GIT_UNPUSHED_COMMITS /* do not remove this line */
973
974Be sure to commit your change:
975
976 $ git commit -m 'disarm RCnnn bump' patchlevel.h
977 $ git push origin ....
978
979
980
981=head3 announce to p5p
982
983Mail p5p to announce your new release, with a quote you prepared earlier.
984
985Use the template at Porting/release_announcement_template.txt
986
987Send a carbon copy to C<noc@metacpan.org>
988
989=head3 merge release branch back to blead
990
991If you made a release branch for this release, merge it back into master now,
992and delete it.
993
994 git checkout blead
995 git pull
996 git merge release-5.xx.yy
997 git push
998 git push origin :release-5.xx.yy
999 git branch -d release-5.xx.yy
1000
1001=head3 update epigraphs.pod
1002
1003Add your quote to F<Porting/epigraphs.pod> and commit it.
1004Your release announcement will probably not have reached the web-visible
1005archives yet, so you won't be able to include the customary link to the
1006release announcement yet.
1007
1008=head3 blog about your epigraph
1009
1010If you have a blog, please consider writing an entry in your blog explaining
1011why you chose that particular quote for your epigraph.
1012
1013=for checklist skip RC
1014
1015=head3 Module::CoreList nagging
1016
1017I<You MUST SKIP this step for RC>
1018
1019Remind the current maintainer of C<Module::CoreList> to push a new release
1020to CPAN.
1021
1022=for checklist skip RC
1023
1024=head3 new perldelta
1025
1026I<You MUST SKIP this step for RC>
1027
1028Create a new perldelta.
1029
1030=over 4
1031
1032=item *
1033
1034Confirm that you have a clean checkout with no local changes.
1035
1036=item *
1037
1038Run F<Porting/new-perldelta.pl>
1039
1040=item *
1041
1042Run the C<git add> commands it outputs to add new and modified files.
1043
1044=item *
1045
1046Verify that the build still works, by running C<./Configure> and
1047C<make test_porting>. (On Win32, run C<nmake> and
1048C<nmake test TEST_FILES="porting\*.t ..\lib\diagnostics.t">.)
1049
1050=item *
1051
1052If F<t/porting/podcheck.t> spots errors in the new F<pod/perldelta.pod>,
1053run C<./perl -MTestInit t/porting/podcheck.t | less> for more detail.
1054Skip to the end of its test output to see the options it offers you.
1055
1056=item *
1057
1058When C<make test_porting> passes, commit the new perldelta.
1059
1060=back
1061
1062At this point you may want to compare the commit with a previous bump to
1063see if they look similar. See commit 4eabcf701b for an example of a
1064previous version bump.
1065
1066=for checklist skip MAINT RC
1067
1068=head3 bump version
1069
1070I<You MUST SKIP this step for RC and MAINT>
1071
1072If this was a BLEAD-FINAL release (i.e. the first release of a new maint
1073series, 5.x.0 where x is even), then bump the version in the blead branch
1074in git, e.g. 5.12.0 to 5.13.0.
1075
1076First, add a new feature bundle to F<regen/feature.pl>, initially by just
1077copying the exiting entry, and bump the file's $VERSION (after the __END__
1078marker); e.g.
1079
1080 "5.14" => [qw(switch say state unicode_strings)],
1081 + "5.15" => [qw(switch say state unicode_strings)],
1082
1083Run F<regen/feature.pl> to propagate the changes to F<lib/feature.pm>.
1084
1085Then follow the section L<"Bump the version number"> to bump the version
1086in the remaining files and test and commit.
1087
1088If this was a BLEAD-POINT release, then just follow the section
1089L<"Bump the version number">.
1090
1091
1092=head3 clean build and test
1093
1094Run a clean build and test to make sure nothing obvious is broken.
1095
1096In particular, F<Porting/perldelta_template.pod> is intentionally exempted
1097from podchecker tests, to avoid false positives about placeholder text.
1098However, once it's copied to F<pod/perldelta.pod> the contents can now
1099cause test failures. Problems should resolved by doing one of the
1100following:
1101
1102=over
1103
1104=item 1
1105
1106Replace placeholder text with correct text.
1107
1108=item 2
1109
1110If the problem is from a broken placeholder link, you can add it to the
1111array C<@perldelta_ignore_links> in F<t/porting/podcheck.t>. Lines
1112containing such links should be marked with C<XXX> so that they get
1113cleaned up before the next release.
1114
1115=item 3
1116
1117Following the instructions output by F<t/porting/podcheck.t> on how to
1118update its exceptions database.
1119
1120=back
1121
1122=head3 push commits
1123
1124Finally, push any commits done above.
1125
1126 $ git push origin ....
1127
1128=for checklist skip BLEAD-POINT MAINT RC
1129
1130=head3 create maint branch
1131
1132I<You MUST SKIP this step for RC, BLEAD-POINT, MAINT>
1133
1134If this was a BLEAD-FINAL release (i.e. the first release of a new maint
1135series, 5.x.0 where x is even), then create a new maint branch based on
1136the commit tagged as the current release.
1137
1138Assuming you're using git 1.7.x or newer:
1139
1140 $ git checkout -b maint-5.12 v5.12.0
1141 $ git push origin -u maint-5.12
1142
1143
1144=for checklist skip BLEAD-POINT MAINT RC
1145
1146=head3 make the maint branch available in the APC
1147
1148Clone the new branch into /srv/gitcommon/branches on camel so the APC will
1149receive its changes.
1150
1151 $ git clone --branch maint-5.14 /gitroot/perl.git \
1152 ? /srv/gitcommon/branches/perl-5.14.x
1153 $ chmod -R g=u /srv/gitcommon/branches/perl-5.14.x
1154
1155And nag the sysadmins to make this directory available via rsync.
1156
1157=for checklist skip BLEAD-POINT RC
1158
1159=head3 copy perldelta.pod to other branches
1160
1161I<You MUST SKIP this step for RC, BLEAD-POINT>
1162
1163Copy the perldelta.pod for this release into the other branches; for
1164example:
1165
1166 $ cp -i ../5.10.x/pod/perldelta.pod pod/perl5101delta.pod # for example
1167 $ git add pod/perl5101delta.pod
1168
1169Edit F<pod/perl.pod> to add an entry for the file, e.g.:
1170
1171 perl5101delta Perl changes in version 5.10.1
1172
1173Then rebuild various files:
1174
1175 $ perl Porting/pod_rules.pl
1176
1177Finally, commit:
1178
1179 $ git commit -a -m 'add perlXXXdelta'
1180
1181
1182=head3 update perlhist.pod in other branches
1183
1184Make sure any recent F<pod/perlhist.pod> entries are copied to
1185F<perlhist.pod> on other branches
1186e.g.
1187
1188 5.8.9 2008-Dec-14
1189
1190
1191=head3 bump RT version number
1192
1193Log into http://rt.perl.org/ and check whether the new version is in the RT
1194fields C<Perl Version> and C<Fixed In>. The easiest way to determine this is
1195to go to L<https://rt.perl.org/rt3/Search/Build.html> and click on the drop
1196downs next to the C<Perl Version> and C<Fixed In> labels.
1197
1198If the new version is not listed there, send an email to C<perlbug-admin at
1199perl.org> requesting this.
1200
1201=head3 Relax!
1202
1203I<You MUST RETIRE to your preferred PUB, CAFE or SEASIDE VILLA for some
1204much-needed rest and relaxation>.
1205
1206Thanks for releasing perl!
1207
1208
1209=head2 Building a release - the day after
1210
1211=head3 link announcement in epigraphs.pod
1212
1213Add, to your quote to F<Porting/epigraphs.pod>, a link to the release
1214announcement in the web-visible mailing list archive. Commit it.
1215
1216=head3 check tarball availability
1217
1218Check various website entries to make sure the that tarball has appeared
1219and is properly indexed:
1220
1221=over 4
1222
1223=item *
1224
1225Check your author directory under L<http://www.cpan.org/authors/id/>
1226to ensure that the tarballs are available on the website.
1227
1228=item *
1229
1230Check C</src> on CPAN (on a fast mirror) to ensure that links to
1231the new tarballs have appeared. There should be links in C</src/5.0>
1232(which is accumulating all new versions), and an appropriate mention in
1233C</src> (which describes the latest versions in each branch, with links).
1234
1235These links should appear automatically, some hours after upload.
1236If they don't, or the C</src> description is inadequate,
1237ask Ask <ask@perl.org>.
1238
1239=item *
1240
1241Check L<http://www.cpan.org/src/> to ensure that the C</src> updates
1242have been correctly mirrored to the website.
1243If they haven't, ask Ask <ask@perl.org>.
1244
1245=item *
1246
1247Check L<http://search.cpan.org> to see if it has indexed the distribution.
1248It should be visible at a URL like C<http://search.cpan.org/dist/perl-5.10.1/>.
1249
1250=back
1251
1252=for checklist skip RC
1253
1254=head3 update dev.perl.org
1255
1256I<You MUST SKIP this step for a RC release>
1257
1258In your C<perlweb> repository, link to the new release. For a new
1259latest-maint release, edit F<docs/shared/tpl/stats.html>. Otherwise,
1260edit F<docs/dev/perl5/index.html>.
1261
1262Then make a pull request to Leo Lapworth. If this fails for some reason
1263and you cannot cajole anybody else into submitting that change, you can
1264mail Leo as last resort.
1265
1266This repository can be found on L<github|https://github.com/perlorg/perlweb>.
1267
1268=for checklist end
1269
1270=head1 SOURCE
1271
1272Based on
1273http://www.xray.mpe.mpg.de/mailing-lists/perl5-porters/2009-05/msg00608.html,
1274plus a whole bunch of other sources, including private correspondence.
1275
1276=cut
1277