¡This is a work in progress. It will grow and change!

These recordings show various release building activities.

• May 2023 Cutting a Evergreen Release
• Nov 2023 Building 3.12, first session
• Dec 2023 Building 3.12, second session

Make sure you are in an environment with your git ssh keys, since you will need to be pushing commits to the git server.

See Versioning for notes on the numbering scheme.

• Install the packager dependencies using the Evergreen installer makefile:

# sudo make -f Open-ILS/src/extras/Makefile.install <os>-packager
$ sudo make -f Open-ILS/src/extras/Makefile.install ubuntu-focal-packager

[Note that your Ubuntu version may be something other than 'focal'; substitute the appropriate version keyword]

• During beta release building, update relator codes and commit the change to main (if necessary). This happens before string freeze for translations, see https://bugs.launchpad.net/evergreen/+bug/1407507 for more details.

$ perl build/tools/relator_map > Open-ILS/src/templates/opac/parts/relators.tt2
$ cp Open-ILS/src/templates/opac/parts/relators.tt2 Open-ILS/src/templates-bootstrap/opac/parts/relators.tt2
# if 'git status' shows changes, commit them.
$ git commit -sm "Updating relator codes for XXX" Open-ILS/src/templates/opac/parts/relators.tt2 Open-ILS/src/templates-bootstrap/opac/parts/relators.tt2

=> See also the Release Notes Process for DIG Release Coordinator

• Cut a new release branch (such as rel_3_7):

git checkout -b rel_3_7 main

• Update the version in the antora configuration

$ vi docs/antora.yml

edit 'latest' -> '3.7'

• Create release notes

$ cd docs/RELEASE_NOTES_NEXT
$ ./create_release_notes.sh -r 2_8

• Remove 2.8-specific files from docs/RELEASE_NOTES_NEXT.
  • Running the following in the docs/RELEASE_NOTES_NEXT directory should work:

$ find . -mindepth 2 -name '*.txt' -exec git rm {} \;
$ find . -mindepth 2 -name '*.adoc' -exec git rm {} \;

• <fixme> Make use of the extract_release_notes_from_commits.pl script.
  • The script parses commits to pull the following:
    • Release notes for bugs that use the Release-note: tag.
    • Contributors
    • Sponsors
  • See Bug #2051874 for details.
  • Update these instructions.

$ ../tools/extract_release_notes_from_commits.pl --help
$ ../tools/extract_release_notes_from_commits.pl --current-branch=rel_3_7_1 --prev-release-branch=rel_3_7_0

• Integrate the results into the release notes.

• Stage your changes and commit the release notes: `git commit -sm "3.7 release notes"`

For an alpha or beta release, this rough process is probably enough. For a real #.0 release, the resulting compiled release notes will need some TLC/cleanup.

• During each release starting with beta, get the latest template changes and apply them to the main branch you are working from in origin (main/rel_3_1/etc.). It is important to merge any new pot changes to origin so that Launchpad translations will get the latest strings that require translation.
  • Update pot in Evergreen

    $ cd build/i18n && make newpot

  • From the Evergreen directory, run the python script to commit any changes that do more than modify metadata

    python3 build/i18n/scripts/add_translations.py -c # use -h option for help

• Export strings for the Angular staff client and import them into POEditor, following these instructions. You will need to be a poeditor.com admin to do this.

• Create a local working branch for the release. This will contain changes applicable to only this release, and become the release "tag":

$ git checkout -b tags/rel_3_13_1 rel_3_13

• Next, clone (or update) the translations repository in a new directory as a peer to Evergreen. This pulls in translations from Launchpad:

$ cd ../; 
# Clone the repository if necessary
$ bzr branch lp:~evergreen-bugs/evergreen/translation-export-main # for main branch
$ bzr branch lp:~evergreen-bugs/evergreen/translation-export-3.12 # for 3.12.x, e.g.
# If already cloned, simply pull in the latest changes
$ cd translation-export-SERIES; bzr pull; cd ../

• NOTE: See here to find the correct translation branch for the version you are building: https://code.launchpad.net/evergreen/+branches

• Then, sync translated files with Evergreen. Update PO files in the appropriate branch in origin:

# series here is "main" or "3.10" or whatever corresponding to the release
# that you are building
$ Evergreen/build/i18n/scripts/update_pofiles -l translation-export-SERIES -e Evergreen
$ cd Evergreen
$ git add -A build # pick up updates
$ git commit -sm "Translation updates - po files"

1. Export (as xtb) any translations from the POEditor site that have over 50% translations available.
2. Save them to Open-ILS/src/eg2/src/locale/ and commit using the following steps:

$ cp ~/download/path/messages.*.xtb ./Open-ILS/src/eg2/src/locale/
$ git add -A Open-ILS/src/eg2/src/locale/
$ git commit -asm "Translation updates - xtb files"

• Edit ./Open-ILS/src/perlmods/lib/OpenILS.pm and set (e.g., for 3.1.1):

our $VERSION = '3.0101';

• NOTE: The version string is two digits for each level after the decimal, so for example "3.0.5" would become "3.0005". "3.12.0" would be "3.1200". If it is a beta or release candidate, do not include "beta" or "rc", just use the numeric version.

• Commit the version change

$ git commit -asm "bumping Perl version string for 2.8"

• Replace release version placeholders (X.X.X) with the actual version numbers in docs/modules/installation/pages/server_upgrade.adoc
• * In vim, :%s/3.X.X/3.12.3/ will do the trick
• If you are creating a beta or rc, add a hyphen and then beta or rc. For example, 3.12-rc.
• Replace the previous version placeholder (e.g. 3.X.W) with the last release number.
• * In vim, :%s/3.X.W/3.12.2/ will do the trick
• Double check the correct minimum version of OpenSRF.
• If the minimum version of OpenSRF has changed, also update the OpenSRF version number in docs/modules/installation/pages/server_installation.adoc

• Run the release builder script

$ export PATH=$PATH:/openils/bin
$ build/tools/make_release -v 2.8.0 -f origin/tags/rel_2_7_3

• Additional notes on make_release options:
  • Use the -v flag when your branch name does not match the normal pattern, otherwise auto-detect works
  • Use the -j flag to point at wherever your OpenSRF javascript lib source is, if not already installed
    • -j ~/Git/OpenSRF/src/javascript/
  • The -f flag sets the branch "from" which this release this being made from, aka what was the last version of Evergreen prior to the one you're making. This guides the make_release towards creating a version-upgrade from X to Y.
  • You can add the -r option to edit the upgrade script before it goes into the tarball. This may be necessary if tables that get altered in the upgrade scripts also have updates or inserts of new data.
  • Enhanced Concerto Dataset upgrade *experimental
    • This is optional, but if enough of the database tables have changed, it's a good idea.
    • -H <postgres server hostname>
    • -U <postgres username> # needs SUPERUSER and CREATEDB
    • -P <database password>
    • -O <database port>
    • Omitting -H will cause make_release to skip the enhanced concerto upgrade steps.

Note that you will get a lot of warnings related to the po translation files. These can be safely ignored.

From the Evergreen directory:

# copy README and release notes to ../release/
$ export RELEASE=3_12
$ cp README ../release/README_$RELEASE
$ cp docs/RELEASE_NOTES_$RELEASE.adoc ../release/
$ cd ../release/
# in ../release/
$ asciidoc -a toc -a numbered README_$RELEASE
$ asciidoc -a toc -a numbered RELEASE_NOTES_$RELEASE.adoc
# delete the originals
$ rm README_$RELEASE RELEASE_NOTES_$RELEASE.adoc

Move the release files into the correct download directories on the evergreen-ils.org web server (which is also known as lupin):

• Previews / alphas / betas / release candidates go in /var/www/open-ils.org/downloads/previews/
• Final releases and ChangeLog-* go in /var/www/open-ils.org/downloads/
• Install docs / README_* go in /var/www/open-ils.org/documentation/install/
• Release notes go in /var/www/open-ils.org/documentation/release/

git push origin tags/rel_3_12_1:tags/rel_3_12_1

If doing a final release, you will need to copy the upgrade script you created to main and your current rel_x_y branch. If you skip copying to the rel_x_y branch in particular, your next point release will be missing an upgrade script in the middle of the chain!

• Update evergreen_history.txt file in history repo with release dates.
• Release team / outreach committee make announcements following publicity checklist