From 03d68a9511649136810cdc5390aba6bf1bc356ac Mon Sep 17 00:00:00 2001
From: Murray Stokely <murray@FreeBSD.org>
Date: Fri, 30 Nov 2001 19:08:53 +0000
Subject: [PATCH] Add a page about the Release Engineering process to the
internal section of the FreeBSD website (www.freebsd.org/internal).
This page documents the administrative aspects of FreeBSD releases,
including the CVS operations required, a list of files that must be
updated for each release, information about the contents of each disc
on the 4 disc set, and so on ..
Comments and additions are welcome.
Reviewed by: phk, bmah, and others.
---
en/gifs/Makefile | 3 +-
en/gifs/branches.png | Bin 0 -> 8110 bytes
en/internal/Makefile | 3 +-
en/internal/internal.sgml | 5 +-
en/internal/releng.sgml | 341 ++++++++++++++++++++++++++++++++++++++
5 files changed, 349 insertions(+), 3 deletions(-)
create mode 100644 en/gifs/branches.png
create mode 100644 en/internal/releng.sgml
diff --git a/en/gifs/Makefile b/en/gifs/Makefile
index 1ed2b29940..6e137d768a 100644
--- a/en/gifs/Makefile
+++ b/en/gifs/Makefile
@@ -1,4 +1,4 @@
-# $FreeBSD: www/en/gifs/Makefile,v 1.36 2000/12/31 17:03:51 wosch Exp $
+# $FreeBSD: www/en/gifs/Makefile,v 1.37 2001/06/20 17:05:23 obrien Exp $
.if exists(../Makefile.conf)
.include "../Makefile.conf"
@@ -53,5 +53,6 @@ DATA+= bsdcomp-4.2.gif
DATA+= lob-freebsd-4.2.gif
DATA+= daemon_hammer.jpg
DATA+= daemon_hammer-tn15.jpg daemon_hammer-tn20.jpg daemon_hammer-tn25.jpg
+DATA+= branches.png
.include "${WEB_PREFIX}/share/mk/web.site.mk"
diff --git a/en/gifs/branches.png b/en/gifs/branches.png
new file mode 100644
index 0000000000000000000000000000000000000000..926bf830ce132ad4d3fa5a7e630ea44f797cf6cb
GIT binary patch
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HcmV?d00001
diff --git a/en/internal/Makefile b/en/internal/Makefile
index f9e70448b3..09dcdba7ed 100644
--- a/en/internal/Makefile
+++ b/en/internal/Makefile
@@ -1,4 +1,4 @@
-# $FreeBSD: www/en/internal/Makefile,v 1.25 2001/04/27 09:15:00 wosch Exp $
+# $FreeBSD: www/en/internal/Makefile,v 1.26 2001/11/16 19:50:58 jhb Exp $
.if exists(../Makefile.conf)
.include "../Makefile.conf"
@@ -15,6 +15,7 @@ DOCS+= mirror.sgml
DOCS+= statistic.sgml
DOCS+= developer.sgml
DOCS+= bylaws.sgml
+DOCS+= releng.sgml
INDEXLINK= internal.html
diff --git a/en/internal/internal.sgml b/en/internal/internal.sgml
index c85fa07d7e..ef1aeaeb70 100644
--- a/en/internal/internal.sgml
+++ b/en/internal/internal.sgml
@@ -1,6 +1,6 @@
<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 3.2//EN" [
<!ENTITY base CDATA "..">
-<!ENTITY date "$FreeBSD: www/en/internal/internal.sgml,v 1.15 2001/07/13 12:52:14 dd Exp $">
+<!ENTITY date "$FreeBSD: www/en/internal/internal.sgml,v 1.16 2001/11/02 14:39:25 keramida Exp $">
<!ENTITY title "FreeBSD Internal">
<!ENTITY % includes SYSTEM "../includes.sgml"> %includes;
]>
@@ -38,6 +38,9 @@ for what.</p>
developer groups are working on the cutting edge to expand FreeBSD's
range of applications in new directions.</p>
+<h2><a href="releng.html">FreeBSD Release Engineering Process</a></h2>
+<p>This page documents the release engineering process for official
+FreeBSD releases.</p>
<h2><a href="../mailto.html">Contacting FreeBSD</a></h2>
diff --git a/en/internal/releng.sgml b/en/internal/releng.sgml
new file mode 100644
index 0000000000..5bb97c33d1
--- /dev/null
+++ b/en/internal/releng.sgml
@@ -0,0 +1,341 @@
+<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 3.2//EN" [
+<!ENTITY base CDATA "..">
+<!ENTITY email 'releng'>
+<!ENTITY date "$FreeBSD$">
+<!ENTITY title "FreeBSD Release Engineering">
+<!ENTITY % includes SYSTEM "../includes.sgml"> %includes;
+]>
+
+<html>
+&header;
+
+<p>This page documents the process used by the release engineering
+ team to produce official FreeBSD releases. Comments, suggestions,
+ and additional material are welcome. This is, as always, a work in
+ progress.</p>
+
+<h1>Release Process</h1>
+
+ <p>New releases of FreeBSD are released from the -STABLE branch at
+ approximately four month intervals. The FreeBSD release process
+ begins to ramp up 45 days before the anticipated release date when
+ the release engineer sends an email to the development mailing
+ lists to remind developers that they only have 15 days to
+ integrate new changes before the code freeze. During this time,
+ many developers perform what have become known as ``MFC sweeps''.
+ MFC stands for ``Merge From CURRENT'' and it describes the process
+ of merging a tested change from our -CURRENT development branch to
+ our -STABLE branch.</p>
+
+ <center><img src="../gifs/branches.png" alt="Release Branch
+ Diagram"></center>
+
+ <p>To service our most conservative users, individual release
+ branches were introduced with FreeBSD 4.3. These release branches
+ are created shortly before a final release is made, and after the
+ release goes out only the most critical security fixes are merged
+ onto the release branch. In addition to source updates via CVS,
+ binary patchkits are available to keep systems on the
+ <tt>RELENG_4_3</tt> and <tt>RELENG_4_4</tt> branches updated.</p>
+
+ <h2>Code Review</h2>
+
+ <p>Thirty days before the anticipated release, the source repository
+ enters a ``code slush''. During this time, all commits to the
+ -STABLE branch must be approved by the release engineer (<a
+ href="mailto:re@FreeBSD.org">re@FreeBSD.org</a>). The kinds of
+ changes that are allowed during this 15 day period include :</p>
+
+ <ul>
+ <li>Bug-fixes.</li>
+ <li>Documentation updates.</li>
+ <li>Security-related fixes of any kind.</li>
+ <li><em>Minor</em> changes to device drivers, such as adding new
+ device IDs.</li>
+
+ <li>Any additional change that the release engineering team feels
+ is justified given the potential risk.</li>
+ </ul>
+
+ <p>After the first 15 days of the code slush, a release candidate is
+ released for widespread testing and the code enters a ``code
+ freeze'' where it becomes much harder to justify new changes to
+ the system unless a serious bug-fix or security issue is involved.
+ During the code freeze, at least one release candidate is released
+ per week until the final release is ready. During the days
+ leading up to the final release, the release engineering team is
+ in constant communication with the security-officer team, the
+ documentation maintainers, and the ports managers, to make sure
+ that all of the different components required for a successful
+ release are available.</p>
+
+ <h2>Final Release Checklist</h2>
+
+ <p>When several release candidates have been made available for
+ widespread testing and all major issues have been resolved, the
+ final release ``polishing'' can begin.</p>
+
+ <h3>Creating the Release Branch</h3>
+
+ <p>As described in the introduction, the <tt>RELENG_X_Y</tt> release
+ branch is a relatively new addition to our release engineering
+ methodology. The first step in creating this branch is to ensure
+ that you are working with the newest version of the
+ <tt>RELENG_X</tt> sources that you want to branch
+ <em>from</em>.</p>
+
+ <tt>/usr/src# cvs up -rRELENG_4 -P -d</tt>
+
+ <p>The next step is to create a branch point tag. A ``tag'' is CVS
+ vernacular for a label that identifies the source at a specific
+ point in time. By tagging the tree, we ensure that future release
+ builders will always be able to use the same source we used to
+ create the official FreeBSD Project releases. The branch point
+ tag makes it easier to produce diffs against the start of the
+ branch :</p>
+
+ <tt>/usr/src# cvs rtag -rRELENG_4 RELENG_4_4_BP src</tt>
+
+ <p>And then a new branch tag is created with :</p>
+
+ <tt>/usr/src# cvs rtag -b -rRELENG_4_4_BP RELENG_4_4 src</tt>
+
+ <p>Note: The <tt>RELENG_*</tt> tags are restricted for use by the
+ CVS-meisters and release engineers.</p>
+
+ <h3>Bumping up the Version Number</h3>
+
+ <p>Before the final release can be tagged, built, and released, the
+ following files need to be modified to reflect the correct version
+ of FreeBSD :</p>
+
+ <ul>
+ <li><tt>src/sys/conf/newvers.sh</tt></li>
+ <li><tt>src/sys/sys/param.h</tt></li>
+ <li><tt>src/release/doc/share/sgml/release.ent</tt></li>
+ <li><tt>src/gnu/usr.bin/groff/tmac/mdoc.local</tt></li>
+ <li><tt>doc/share/sgml/freebsd.ent</tt></li>
+ <li><tt>doc/en_US.ISO8859-1/books/handbook/mirrors/chapter.sgml</tt></li>
+ <li><tt>www/en/releases/*</tt></li>
+ <li><tt>src/UPDATING</tt></li>
+ </ul>
+
+ <h3>Creating the Release Tags</h3>
+
+ <p>When the final release is ready, the following command will create the
+ <tt>RELENG_4_4_0_RELEASE</tt> tag.</p>
+
+ <tt>/usr/src# cvs rtag -rRELENG_4_4 RELENG_4_4_0_RELEASE src</tt>
+
+ <p>The Documentation and Ports managers are responsible for tagging
+ the respective trees with the <tt>RELEASE_4_4_0</tt> tag.</p>
+
+ <p>Occasionally, a last minute fix may be required <em>after</em>
+ the final tags have been created. In practice this isn't a
+ problem, since CVS allows tags to be manipulated with <tt>cvs tag
+ -d <em>tagname</em> <em>filename</em></tt>. It is very important
+ that any last minute changes be tagged appropriately as part of
+ the release. FreeBSD releases must always be reproduceable.
+ Local hacks in the release engineer's environment are not
+ acceptable.</p>
+
+<h1>Release Building</h1>
+
+ <p>FreeBSD releases can be built by anyone with a fast machine and
+ access to a source repository. <em>(That should be everyone,
+ since we offer anonymous CVS! See <a
+ href="http://www.FreeBSD.org/handbook">The Handbook</a> for
+ details.)</em>. The only special requirement is that the
+ <tt>vn</tt> <em>(On -CURRENT, this device has been replaced by the
+ new <tt>md</tt> memory disk driver.)</em> device must be
+ available. If the device is not loaded into your kernel, then the
+ kernel module should be automatically loaded when
+ <tt>vnconfig</tt> is executed during the boot media creation
+ phase. All of the tools necessary to build a release are
+ available from the CVS repository in <tt>src/release</tt>. These
+ tools aim to provide a consistent way to build FreeBSD releases.
+ A complete release can actually be built with only a single
+ command, including the creation of ISO images suitable for burning
+ to CDROM, installation floppies, and an FTP install directory.
+ This command is aptly named ``make release''.</p>
+
+ <h2>``make release''</h2>
+
+ <p>To successfully build a release, you must first populate
+ <tt>/usr/obj</tt> by running ``make world'' or simply ``make
+ buildworld''. The release target requires several variables be
+ set properly to build a release :</p>
+
+ <ul>
+ <li><strong><tt>CHROOTDIR</tt></strong> - The directory to be used
+ as the chroot environment for the entire release build.</li>
+ <li><strong><tt>BUILDNAME</tt></strong> - The name of the release
+ to be built.</li>
+ <li><strong><tt>CVSROOT</tt></strong> - The location of a CVS
+ repository.</li>
+ <li><strong><tt>RELEASETAG</tt></strong> - The CVS tag
+ corresponding to the release you would like to build.</li>
+ </ul>
+
+ <p>There are many other variables available to customize the release
+ build. Most of these variables are documented at the top of
+ <tt>src/release/Makefile</tt>. The exact command used to build
+ the official FreeBSD 4.4 (x86) release was :</p>
+
+ <tt>make release CHROOTDIR=/local3/release BUILDNAME=4.4-RELEASE CVSROOT=/host/cvs/usr/home/ncvs RELEASETAG=RELENG_4_4_0_RELEASE</tt>
+
+ <p>The release Makefile can be broken down into several distinct
+ steps.</p>
+
+ <ul>
+ <li>Creation of a sanitized system environment in a separate
+ directory hierarchy with ``make installworld''.</li>
+ <li>Checkout from CVS of a clean version of the system source,
+ documentation, and ports into the release build hierarchy.</li>
+ <li>Population of <tt>/etc</tt> and <tt>/dev</tt> in the chrooted
+ environment.</li>
+ <li>chroot into the release build hierarchy, to make it harder for
+ the outside environment to taint this build.</li>
+ <li>``make world'' in the chrooted environment.</li>
+ <li>Build of Kerberos-related binaries.</li>
+ <li>Build 'GENERIC' kernel.</li>
+ <li>Creation of a staging directory tree where the binary
+ distributions will be built and packaged.</li>
+ <li>Build and installation of the documentation toolchain needed
+ to convert the documentation source (SGML) into HTML, and text
+ documents that will accompany the release.</li>
+ <li>Build and installation of the actual documentation (user
+ manuals, tutorials, release notes, hardware compatibility lists,
+ etc...)</li>
+ <li>Build of the ``crunched'' binaries used for installation
+ floppies.</li>
+ <li>Package up distribution tarballs of the binaries and
+ sources.</li>
+ <li>Create the boot media and a fixit floppy.</li>
+ <li>Create FTP installation hierarchy.</li>
+ <li>(optionally) Create ISO images for CDROM/DVD media.</li>
+ </ul>
+
+ <h2>Contributed Software (``ports'')</h2>
+
+ <p>The <a href="http://www.FreeBSD.org/ports">FreeBSD Ports
+ collection</a> is a collection of over 6,000 third-party software
+ packages available for FreeBSD. The ports team (<a
+ href="mailto:portmgr@FreeBSD.org">portmgr@FreeBSD.org</a>)
+ responsible for maintaining a consistent ports tree that can be
+ used to create the binary packages that accompany a given FreeBSD
+ release.</p>
+
+ <h3>The Ports Cluster</h3>
+
+ <p>In order to provide a consistent set of third-party packages for
+ FreeBSD releases, every port is built in a separate chroot
+ environment, starting with an empty <tt>/usr/local</tt> and
+ <tt>/usr/X11R6</tt>. The requisite dependencies are installed as
+ packages before the build proceeds. This enforces <em>
+ consistency</em> in the package build process. By starting the
+ package build in a pristine environment, we can assure that the
+ package metadata (such as required dependencies) is accurate, and
+ so we will never generate packages that might work on some systems
+ and not on others depending on what software was previously
+ installed.</p>
+
+ <p>The ``Ports Cluster'' for the x86 architecture currently consists
+ of a master node (Dual Pentium III 733Mhz) and 8 slave nodes
+ (Pentium III 800Mhz) to do the actual package builds. With this
+ configuration, a complete package build takes over 24 hours.
+ These machines are co-located with the other FreeBSD Project
+ equipment at Yahoo's corner of Exodus in Santa Clara, CA.</p>
+
+ <p>The ``Ports Cluster'' for the Alpha architecture consists of 7
+ PWS 500A machines donated by Compaq and also co-located with
+ Yahoo's facilities.</p>
+
+ <h3>The Package Split</h3>
+
+ <p>For FreeBSD 4.4 over 4.1 gigabytes of packages were created.
+ This causes a problem for CDROM distributions because we would
+ like to ship as many packages as possible without making the user
+ insert another disc to satisfy dependencies. The solution is to
+ create ``clusters'' of like packages with similar dependencies
+ onto specific discs. The package split is performed by the <a
+ href="mailto:portmgr@FreeBSD.org">portmgr</a> team in coordination
+ with the wishes of the general user community with respect to
+ which packages get to appear on the first CD.</p>
+
+ <h2>Release ISOs</h2>
+
+ <p>Starting with FreeBSD 4.4, the FreeBSD Project decided to release
+ all four ISO images that were previously sold on the BSDi/Wind
+ River Systems ``official'' CDROM distributions. Each of the four
+ discs must contain a <tt>README.TXT</tt> file that explains the
+ contents of the disc, a <tt>CDROM.INF</tt> file that provides
+ meta-data for the disc so that sysinstall can validate and use the
+ contents, and a <tt>filename.txt</tt> file that provides a
+ manifest for the disc. This manifest can be created with a simple
+ command :</p>
+
+ <tt>/stage/cdrom# find . -type f | sed -e 's/\^.\///' | sort > filename.txt</tt>
+
+ <p>The specific requirements of each CD is outlined below.</p>
+
+ <h3>Disc #1</h3>
+
+ <p>The first disc is almost completely created by ``make release''.
+ The only changes that should be made to the <tt>disc1</tt>
+ directory are the addition of a 'tools' directory, XFree86, and as
+ many popular third party software packages as will fit on the
+ disc. The 'tools' directory contains software that allow users to
+ create installation floppies from other operating systems. This
+ disc should be made bootable so that users of modern PCs do not
+ need to create installation floppy disks.</p>
+
+ <p>If an alternate version of XFree86 is to be provided, then
+ sysinstall must be updated to reflect the new location and
+ installation instructions. The relevant code is contained in
+ <tt>src/release/sysinstall</tt> on -STABLE or
+ <tt>src/usr.sbin/sysinstall</tt> on -CURRENT. Specifically, the
+ files <tt>dist.c</tt>, <tt>menus.c</tt>, and <tt>config.c</tt>
+ will need to be updated.</p>
+
+ <h3>Disc #2</h3>
+
+ <p>The second disc is also largely created by ``make release''.
+ This disc contains a ``live filesystem'' that can be used from
+ sysinstall to troubleshoot a FreeBSD installation. This disc
+ should be bootable and should also contain a compressed copy of
+ the CVS repository in the <tt>CVSROOT</tt> directory and
+ commercial software demos in the <tt>commerce</tt> directory.</p>
+
+ <h3>Discs #3 and 4</h3>
+
+ <p>The remaining two discs contains additional software packages for
+ FreeBSD. The packages should be clustered so that a package and
+ all of its dependencies are included on the same disc.</p>
+
+<h1>Further Reading</h1>
+
+ <ul>
+ <li><a
+ href="http://people.FreeBSD.org/~murray/papers/releng.pdf">The
+ Release Engineering of FreeBSD 4.4</a>, BSDCon Europe 2001
+ Proceedings. [ <a
+ href="http://people.FreeBSD.org/~murray/papers/releng.pdf">PDF</a>
+ ] [ <a
+ href="http://people.FreeBSD.org/~murray/papers/releng.ps">PostScript</a>
+ ] [ <a
+ href="http://people.FreeBSD.org/~murray/#presentations">Slides</a>
+ ]</li>
+
+ <li><a
+ href="http://www.netbsd.org/developers/releng/index.html">NetBSD
+ Developer Documentation : Release Engineering</a></li>
+
+ <li><a href="http://people.FreeBSD.org/~jhb/docs/releng.txt">John
+ Baldwin's Release Engineering Proposal</a></li>
+ </ul>
+
+ &footer;
+
+ </body>
+</html>