Checklist updates for the upcoming release, mostly to do with the
[u/mdw/putty] / CHECKLST.txt
1 Checklists for PuTTY administrative procedures
2 ==============================================
3
4 Locations of the licence
5 ------------------------
6
7 The PuTTY copyright notice and licence are stored in quite a few
8 places. At the start of a new year, the copyright year needs
9 updating in all of them; and when someone sends a massive patch,
10 their name needs adding in all of them too.
11
12 The LICENCE file in the main source distribution:
13
14 - putty/LICENCE
15
16 The resource files:
17
18 - putty/windows/pageant.rc
19 + the copyright date appears twice, once in the About box and
20 once in the Licence box. Don't forget to change both!
21 - putty/windows/puttygen.rc
22 + the copyright date appears twice, once in the About box and
23 once in the Licence box. Don't forget to change both!
24 - putty/windows/win_res.rc2
25 + the copyright date appears twice, once in the About box and
26 once in the Licence box. Don't forget to change both!
27 - putty/windows/version.rc2
28 + the copyright date appears once only.
29 - putty/mac/mac_res.r
30 + the copyright date appears twice, once in the About box and
31 once in the Licence box. Don't forget to change both!
32 - putty/mac/macpgen.r
33 + the copyright date appears twice, once in the About box and
34 once in the Licence box. Don't forget to change both!
35 - putty/unix/gtkdlg.c
36 + the copyright date appears twice, once in the About box and
37 once in the Licence box. Don't forget to change both!
38
39 The documentation (both the preamble blurb and the licence appendix):
40
41 - putty/doc/blurb.but
42 - putty/doc/licence.but
43
44 The website:
45
46 - putty-website/licence.html
47
48 Before tagging a release
49 ------------------------
50
51 - First of all, go through the source (including the documentation),
52 and the website, and review anything tagged with a comment
53 containing the word XXX-REVIEW-BEFORE-RELEASE.
54 (Any such comments should state clearly what needs to be done.)
55
56 For a long time we got away with never checking the current version
57 number in at all - all version numbers were passed into the build
58 system on the compiler command line, and the _only_ place version
59 numbers showed up in the source files was in the tag information.
60
61 Unfortunately, those halcyon days are gone, and we do need the
62 version number checked in in a couple of places. These must be updated
63 _before_ tagging a new release.
64
65 The file used to generate the Unix snapshot version numbers (which
66 are <previousrelease>-<date> so that the Debian versioning system
67 orders them correctly with respect to releases):
68
69 - putty/LATEST.VER
70
71 The Windows installer script (_four_ times, on consecutive lines):
72
73 - putty/windows/putty.iss
74
75 The Windows resource file (used to generate the binary bit of the
76 VERSIONINFO resources -- the strings are supplied by the usual means):
77
78 - putty/windows/version.rc2 (BASE_VERSION; NB, _comma_-separated)
79
80 The Mac resource file (used to generate the binary bit of the 'vers'
81 resources):
82
83 - putty/mac/version.r
84
85 It might also be worth going through the documentation looking for
86 version numbers - we have a couple of transcripts showing the help
87 text from the command-line tools, and it would be nice to ensure the
88 whole transcripts (certainly including the version numbers) are up
89 to date. Sometimes these are marked in between releases as `0.XX', so
90 it's worth grepping for that too.
91
92 - putty/doc/pscp.but
93 - putty/doc/plink.but
94 - putty/doc/psftp.but (in case it ever acquires a similar thing)
95
96 The actual release procedure
97 ----------------------------
98
99 This is the procedure I (SGT) currently follow (or _should_ follow
100 :-) when actually making a release, once I'm happy with the position
101 of the tag.
102
103 - Double-check that we have removed anything tagged with a comment
104 containing the word XXX-REMOVE-BEFORE-RELEASE.
105
106 - Write a release announcement (basically a summary of the changes
107 since the last release). Squirrel it away in
108 ixion:src/putty/local/announce-<ver> in case it's needed again
109 within days of the release going out.
110
111 - On my local machines, check out the release-tagged version of the
112 sources. Do this in a _clean_ directory; don't depend on my usual
113 source dir.
114 + Make sure to run mkfiles.pl _after_ this checkout, just in
115 case.
116
117 - Build the source archives now, while the directory is still
118 pristine.
119 + run ./mksrcarc.sh to build the Windows source zip.
120 + run `./mkunxarc.sh X.YZ' to build the Unix tarball.
121
122 - Build the Windows/x86 release binaries. Don't forget to supply
123 VER=/DRELEASE=<ver>. Run them, or at least one or two of them, to
124 ensure that they really do report their version number correctly,
125 and sanity-check the version info reported on the files by Windows.
126 + Save the release link maps. Currently I keep these on ixion,
127 in src/putty/local/maps-<version>.
128
129 - Run Halibut to build the docs. Define VERSION on the make command
130 line to override the version strings, since Subversion revision
131 numbers are less meaningful on a tag.
132 + change into the doc subdir
133 + run `make VERSION="PuTTY release 0.XX" chm', then run `hhc
134 putty.hhp' to build the .CHM
135 + then run `make mostlyclean' (destroys the hhc input files but
136 _not_ the .CHM)
137 + then `make VERSION="PuTTY release 0.XX"'
138
139 - Build the binary archive putty.zip: all the .exe files except
140 PuTTYtel, and the .hlp, .cnt and .chm files.
141 + zip -k putty.zip `ls *.exe | grep -v puttytel` putty.hlp putty.cnt putty.chm
142
143 - Build the docs archive puttydoc.zip: it contains all the HTML
144 files output from Halibut.
145 + zip puttydoc.zip *.html
146
147 - Build the installer.
148
149 - Sign the release (gpg --detach-sign).
150 + Sign the locally built x86 binaries, the locally built x86
151 binary zipfile, and the locally built x86 installer, with the
152 release keys.
153 + The source archive should be signed with the release keys.
154 + Don't forget to sign with both DSA and RSA keys for absolutely
155 everything.
156 for i in <filenames>; do for t in DSA RSA; do gpg --load-extension=idea --detach-sign -u "Releases ($t)" -o $i.$t $i; done; done
157
158 - Begin to pull together the release directory structure.
159 + subdir `x86' containing the x86 binaries, x86 binary zip, x86
160 installer, and all signatures on the above.
161 + top-level dir contains the Windows source zip (plus
162 signatures), the Unix source tarball (plus signatures),
163 puttydoc.txt, the .hlp and .cnt files, and puttydoc.zip.
164
165 - Create subdir `htmldoc' in the release directory, which should
166 contain exactly the same set of HTML files that went into
167 puttydoc.zip.
168 + It also needs a copy of sitestyle.css, because the online
169 versions of the HTML docs will link to this (although the
170 zipped form should be self-contained).
171
172 - Create and sign an md5sums file in the top-level directory.
173 + The md5sums files need not list the .DSA and .RSA signatures.
174 Easiest thing is to run this command:
175 md5sum `\find * -name '*SA' -o -type f -print` > md5sums
176 + Sign the md5sums file (gpg --clearsign).
177 for t in DSA RSA; do gpg --load-extension=idea --clearsign -u "Releases ($t)" -o md5sums.$t md5sums; done
178
179 - Now double-check by verifying all the signatures on all the
180 files, and running md5sum -c on the md5sums file.
181
182 - Now the whole release directory should be present and correct.
183 Upload to ixion:www/putty/<ver>.
184
185 - Do final checks on the release directory:
186 + verify all the signatures. In each directory:
187 for i in *.*SA; do case $i in md5sums*) gpg --verify $i;; *) gpg --verify $i `echo $i | sed 's/\..SA$//'`;; esac; done
188 + check the md5sums:
189 md5sum -c md5sums
190
191 - Having double-checked the release, copy it from ixion to
192 chiark:ftp/putty-<ver> and to the:www/putty/<ver>.
193
194 - Check the permissions! Actually try downloading from the, to make
195 sure it really works.
196
197 - Update the HTTP redirects.
198 + Update the one at the:www/putty/htaccess which points the
199 virtual subdir `latest' at the actual latest release dir. TEST
200 THIS ONE - it's quite important.
201 + ixion:www/putty/.htaccess has an individual redirect for each
202 version number. Add a new one.
203
204 - Update the FTP symlink (chiark:ftp/putty-latest -> putty-<ver>).
205
206 - Update web site.
207 + Adjust front page (`the latest version is <ver>').
208 + Adjust Download page similarly.
209 + Adjust filenames of installer and Unix tarball on links in
210 Download page.
211 + Adjust header text on Changelog page. (That includes changing
212 `are new' in previous version to `were new'!)
213 + FOR 0.59 ONLY: update the docs page so that it links to the
214 release .chm as well as the release .hlp and .cnt. Remove this
215 checklist item after it's done; it won't need doing again in
216 the subsequent release.
217 + FOR 0.59 ONLY: update the Download page to remove all the Alpha
218 links. Remove this checklist item after it's done; it won't
219 need doing again in the subsequent release.
220
221 - Update the wishlist. This can be done without touching individual
222 items by editing the @releases array in control/bugs2html.
223
224 - Check the Docs page links correctly to the release docs. (It
225 should do this automatically, owing to the `latest' HTTP
226 redirect.)
227
228 - Check that the web server attaches the right content type to .HLP
229 and .CNT files.
230
231 - Run webupdate, so that all the changes on ixion propagate to
232 chiark. Important to do this _before_ announcing that the release
233 is available.
234 * Don't forget to create the new directories on chiark -
235 ~/www/putty/<ver>{,/x86,/htmldoc} - before running
236 webupdate.
237
238 - After running webupdate, run update-rsync on chiark and verify
239 that the rsync mirror package correctly identifies the new
240 version.
241
242 - Announce the release!
243 + Mail the announcement to putty-announce.
244 * Set a Reply-To on the mail so that people don't keep
245 replying to my personal address.
246 + Post it to comp.security.ssh.
247 + Mention it in <TDHTT> on mono.
248
249 - Relax (slightly).
250
251 After the release
252 -----------------
253
254 The following want doing some time soon after a release has been made:
255
256 - If the release was made from a branch, make sure the version number
257 on the _trunk_ is up to date in all the locations listed above, so
258 that (e.g.) Unix snapshots come out right.