1=================================
2How To Release LLVM To The Public
3=================================
4
5Introduction
6============
7
8This document contains information about successfully releasing LLVM ---
9including sub-projects: e.g., ``clang`` and ``compiler-rt`` --- to the public.
10It is the Release Manager's responsibility to ensure that a high quality build
11of LLVM is released.
12
13If you're looking for the document on how to test the release candidates and
14create the binary packages, please refer to the :doc:`ReleaseProcess` instead.
15
16.. _timeline:
17
18Release Timeline
19================
20
21LLVM is released on a time based schedule --- with major releases roughly
22every 6 months.  In between major releases there may be dot releases.
23The release manager will determine if and when to make a dot release based
24on feedback from the community.  Typically, dot releases should be made if
25there are large number of bug-fixes in the stable branch or a critical bug
26has been discovered that affects a large number of users.
27
28Unless otherwise stated, dot releases will follow the same procedure as
29major releases.
30
31The release process is roughly as follows:
32
33* Set code freeze and branch creation date for 6 months after last code freeze
34  date.  Announce release schedule to the LLVM community and update the website.
35
36* Create release branch and begin release process.
37
38* Send out release candidate sources for first round of testing.  Testing lasts
39  7-10 days.  During the first round of testing, any regressions found should be
40  fixed.  Patches are merged from mainline into the release branch.  Also, all
41  features need to be completed during this time.  Any features not completed at
42  the end of the first round of testing will be removed or disabled for the
43  release.
44
45* Generate and send out the second release candidate sources.  Only *critical*
46  bugs found during this testing phase will be fixed.  Any bugs introduced by
47  merged patches will be fixed.  If so a third round of testing is needed.
48
49* The release notes are updated.
50
51* Finally, release!
52
53* Announce bug fix release schedule to the LLVM community and update the website.
54
55* Tag bug fix -rc1 after 4 weeks have passed.
56
57* Tag bug fix -rc2 4 weeks after -rc1.
58
59* Tag additional -rc candidates, if needed, to fix critical issues in
60  previous -rc releases.
61
62* Tag final release.
63
64Release Process
65===============
66
67.. contents::
68   :local:
69
70Release Administrative Tasks
71----------------------------
72
73This section describes a few administrative tasks that need to be done for the
74release process to begin.  Specifically, it involves:
75
76* Updating version numbers,
77
78* Creating the release branch, and
79
80* Tagging release candidates for the release team to begin testing.
81
82Create Release Branch
83^^^^^^^^^^^^^^^^^^^^^
84
85Branch the Git trunk using the following procedure:
86
87#. Remind developers that the release branching is imminent and to refrain from
88   committing patches that might break the build.  E.g., new features, large
89   patches for works in progress, an overhaul of the type system, an exciting
90   new TableGen feature, etc.
91
92#. Verify that the current git trunk is in decent shape by
93   examining nightly tester and buildbot results.
94
95#. Bump the version in trunk to N.0.0git and tag the commit with llvmorg-N-init.
96   If ``X`` is the version to be released, then ``N`` is ``X + 1``.
97
98::
99
100  $ git tag -a llvmorg-N-init
101
102#. Clear the release notes in trunk.
103
104#. Create the release branch from the last known good revision from before the
105   version bump.  The branch's name is release/X.x where ``X`` is the major version
106   number and ``x`` is just the letter ``x``.
107
108#. All tags and branches need to be created in both the llvm/llvm-project and
109   llvm/llvm-test-suite repos.
110
111Update LLVM Version
112^^^^^^^^^^^^^^^^^^^
113
114After creating the LLVM release branch, update the release branches'
115``CMakeLists.txt`` versions from '``X.0.0git``' to '``X.0.0``'.
116
117In addition, the version numbers of all the Bugzilla components must be updated
118for the next release.
119
120Tagging the LLVM Release Candidates
121^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
122
123Tag release candidates:
124
125::
126
127  $ git tag -a llvmorg-X.Y.Z-rcN
128
129The Release Manager must supply pre-packaged source tarballs for users.  This can
130be done with the export.sh script in utils/release.
131
132Tarballs, release binaries,  or any other release artifacts must be uploaded to
133GitHub.  This can be done using the github-upload-release.py script in utils/release.
134
135::
136
137  $ github-upload-release.py upload --token <github-token> --release X.Y.Z-rcN --files <release_files>
138
139::
140
141  $ ./export.sh -release X.Y.Z -rc $RC
142
143This will generate source tarballs for each LLVM project being validated, which
144can be uploaded to github for further testing.
145
146Build The Binary Distribution
147^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
148
149Creating the binary distribution requires following the instructions
150:doc:`here <ReleaseProcess>`.
151
152That process will perform both Release+Asserts and Release builds but only
153pack the Release build for upload. You should use the Release+Asserts sysroot,
154normally under ``final/Phase3/Release+Asserts/llvmCore-3.8.1-RCn.install/``,
155for test-suite and run-time benchmarks, to make sure nothing serious has
156passed through the net. For compile-time benchmarks, use the Release version.
157
158The minimum required version of the tools you'll need are :doc:`here <GettingStarted>`
159
160Release Qualification Criteria
161------------------------------
162
163There are no official release qualification criteria.  It is up to the
164the release manager to determine when a release is ready.  The release manager
165should pay attention to the results of community testing, the number of outstanding
166bugs, and then number of regressions when determining whether or not to make a
167release.
168
169The community values time based releases, so releases should not be delayed for
170too long unless there are critical issues remaining.  In most cases, the only
171kind of bugs that are critical enough to block a release would be a major regression
172from a previous release.
173
174Official Testing
175----------------
176
177A few developers in the community have dedicated time to validate the release
178candidates and volunteered to be the official release testers for each
179architecture.
180
181These will be the ones testing, generating and uploading the official binaries
182to the server, and will be the minimum tests *necessary* for the release to
183proceed.
184
185This will obviously not cover all OSs and distributions, so additional community
186validation is important. However, if community input is not reached before the
187release is out, all bugs reported will have to go on the next stable release.
188
189The official release managers are:
190
191* Major releases (X.0): Hans Wennborg
192* Stable releases (X.n): Tom Stellard
193
194The official release testers are volunteered from the community and have
195consistently validated and released binaries for their targets/OSs. To contact
196them, you should email the ``release-testers@lists.llvm.org`` mailing list.
197
198The official testers list is in the file ``RELEASE_TESTERS.TXT``, in the ``LLVM``
199repository.
200
201Community Testing
202-----------------
203
204Once all testing has been completed and appropriate bugs filed, the release
205candidate tarballs are put on the website and the LLVM community is notified.
206
207We ask that all LLVM developers test the release in any the following ways:
208
209#. Download ``llvm-X.Y``, ``llvm-test-X.Y``, and the appropriate ``clang``
210   binary.  Build LLVM.  Run ``make check`` and the full LLVM test suite (``make
211   TEST=nightly report``).
212
213#. Download ``llvm-X.Y``, ``llvm-test-X.Y``, and the ``clang`` sources.  Compile
214   everything.  Run ``make check`` and the full LLVM test suite (``make
215   TEST=nightly report``).
216
217#. Download ``llvm-X.Y``, ``llvm-test-X.Y``, and the appropriate ``clang``
218   binary. Build whole programs with it (ex. Chromium, Firefox, Apache) for
219   your platform.
220
221#. Download ``llvm-X.Y``, ``llvm-test-X.Y``, and the appropriate ``clang``
222   binary. Build *your* programs with it and check for conformance and
223   performance regressions.
224
225#. Run the :doc:`release process <ReleaseProcess>`, if your platform is
226   *different* than that which is officially supported, and report back errors
227   only if they were not reported by the official release tester for that
228   architecture.
229
230We also ask that the OS distribution release managers test their packages with
231the first candidate of every release, and report any *new* errors in Bugzilla.
232If the bug can be reproduced with an unpatched upstream version of the release
233candidate (as opposed to the distribution's own build), the priority should be
234release blocker.
235
236During the first round of testing, all regressions must be fixed before the
237second release candidate is tagged.
238
239In the subsequent stages, the testing is only to ensure that bug
240fixes previously merged in have not created new major problems. *This is not
241the time to solve additional and unrelated bugs!* If no patches are merged in,
242the release is determined to be ready and the release manager may move onto the
243next stage.
244
245Reporting Regressions
246---------------------
247
248Every regression that is found during the tests (as per the criteria above),
249should be filled in a bug in Bugzilla with the priority *release blocker* and
250blocking a specific release.
251
252To help manage all the bugs reported and which ones are blockers or not, a new
253"[meta]" bug should be created and all regressions *blocking* that Meta. Once
254all blockers are done, the Meta can be closed.
255
256If a bug can't be reproduced, or stops being a blocker, it should be removed
257from the Meta and its priority decreased to *normal*. Debugging can continue,
258but on trunk.
259
260Merge Requests
261--------------
262
263You can use any of the following methods to request that a revision from trunk
264be merged into a release branch:
265
266#. Use the ``utils/release/merge-request.sh`` script which will automatically
267   file a bug_ requesting that the patch be merged. e.g. To request revision
268   12345 be merged into the branch for the 5.0.1 release:
269   ``llvm.src/utils/release/merge-request.sh -stable-version 5.0 -r 12345 -user bugzilla@example.com``
270
271#. Manually file a bug_ with the subject: "Merge r12345 into the X.Y branch",
272   enter the commit(s) that you want merged in the "Fixed by Commit(s)" and mark
273   it as a blocker of the current release bug.  Release bugs are given aliases
274   in the form of release-x.y.z, so to mark a bug as a blocker for the 5.0.1
275   release, just enter release-5.0.1 in the "Blocks" field.
276
277#. Reply to the commit email on llvm-commits for the revision to merge and cc
278   the release manager.
279
280.. _bug: https://bugs.llvm.org/
281
282Release Patch Rules
283-------------------
284
285Below are the rules regarding patching the release branch:
286
287#. Patches applied to the release branch may only be applied by the release
288   manager, the official release testers or the code owners with approval from
289   the release manager.
290
291#. Release managers are encouraged, but not required, to get approval from code
292   owners before approving patches.  If there is no code owner or the code owner
293   is unreachable then release managers can ask approval from patch reviewers or
294   other developers active in that area.
295
296#. *Before RC1* Patches should be limited to bug fixes, important optimization
297   improvements, or completion of features that were started before the branch
298   was created.  As with all phases, release managers and code owners can reject
299   patches that are deemed too invasive.
300
301#. *Before RC2* Patches should be limited to bug fixes or backend specific
302   improvements that are determined to be very safe.
303
304#. *Before RC3/Final Major Release* Patches should be limited to critical
305   bugs or regressions.
306
307#. *Bug fix releases* Patches should be limited to bug fixes or very safe
308   and critical performance improvements.  Patches must maintain both API and
309   ABI compatibility with the previous major release.
310
311
312Merging Patches
313^^^^^^^^^^^^^^^
314
315Use the ``git cherry-pick -x`` command to merge patches to the release branch:
316
317#. ``git cherry-pick -x abcdef0``
318
319#. Run regression tests.
320
321Release Final Tasks
322-------------------
323
324The final stages of the release process involves tagging the "final" release
325branch, updating documentation that refers to the release, and updating the
326demo page.
327
328Update Documentation
329^^^^^^^^^^^^^^^^^^^^
330
331Review the documentation in the release branch and ensure that it is up
332to date.  The "Release Notes" must be updated to reflect new features, bug
333fixes, new known issues, and changes in the list of supported platforms.
334The "Getting Started Guide" should be updated to reflect the new release
335version number tag available from Subversion and changes in basic system
336requirements.
337
338.. _tag:
339
340Tag the LLVM Final Release
341^^^^^^^^^^^^^^^^^^^^^^^^^^
342
343Tag the final release sources:
344
345::
346
347  $ git tag -a llvmorg-X.Y.Z
348  $ git push https://github.com/llvm/llvm-project.git llvmorg-X.Y.Z
349
350Update the LLVM Website
351^^^^^^^^^^^^^^^^^^^^^^^
352
353The website must be updated before the release announcement is sent out.  Here
354is what to do:
355
356#. Check out the ``www-releases`` module from GitHub.
357
358#. Create a new sub-directory ``X.Y.Z`` in the releases directory.
359
360#. Copy and commit the ``llvm/docs`` and ``LICENSE.txt`` files into this new
361   directory.
362
363#. Update the ``releases/download.html`` file with links to the release
364   binaries on GitHub.
365
366#. Update the ``releases/index.html`` with the new release and link to release
367   documentation.
368
369#. Finally checkout the llvm-www repo and update the main page
370   (``index.html`` and sidebar) to point to the new release and release
371   announcement.
372
373Announce the Release
374^^^^^^^^^^^^^^^^^^^^
375
376Send an email to the list announcing the release, pointing people to all the
377relevant documentation, download pages and bugs fixed.
378
379