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<title>Docutils Release Procedure</title>
<meta name="authors" content="David Goodger  Lea Wiemann  open to all Docutils developers" />
<meta name="date" content="2013-07-13" />
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<div class="document" id="docutils-release-procedure">
<h1 class="title"><a class="reference external" href="http://docutils.sourceforge.net/">Docutils</a> Release Procedure</h1>
<table class="docinfo" frame="void" rules="none">
<col class="docinfo-name" />
<col class="docinfo-content" />
<tbody valign="top">
<tr><th class="docinfo-name">Authors:</th>
<td>David Goodger
<br />Lea Wiemann
<br />open to all Docutils developers</td></tr>
<tr><th class="docinfo-name">Contact:</th>
<td><a class="first last reference external" href="mailto:docutils-develop&#64;lists.sourceforge.net">docutils-develop&#64;lists.sourceforge.net</a></td></tr>
<tr><th class="docinfo-name">Date:</th>
<td>2013-07-13</td></tr>
<tr><th class="docinfo-name">Revision:</th>
<td>7686</td></tr>
<tr><th class="docinfo-name">Copyright:</th>
<td>This document has been placed in the public domain.</td></tr>
</tbody>
</table>
<div class="section" id="assumptions-and-their-failure">
<h1>Assumptions and their failure</h1>
<p>On the test machine python2.4, 2.5 2.6 2.7 and 3.2 are installed.
Some in /usr/ some under /usr/local.</p>
<dl class="docutils">
<dt>Assumption: If python2.6 is in /usr/bin/ than site-packages is under</dt>
<dd>/usr/local/lib/python2.6.</dd>
</dl>
<p>On new ubuntu 12.10</p>
<ul>
<li><p class="first">python2.7 is here /usr/bin/python2.7.</p>
</li>
<li><p class="first">in /usr/lib are python2.7, pymodules and pyshared.</p>
<p>in /usr/lib/python2.7 no site-packages directory even after installation
of docutils</p>
<p>in /usr/local/lib/python2.7 are dist-packages  site-packages.</p>
<p>site-packages is empty.</p>
<p>docutils is installed under dist-packages.</p>
<p>pymodules has a python2.7 directory.</p>
</li>
</ul>
</div>
<div class="section" id="releasing">
<h1>Releasing</h1>
<p>REWORK FOR SOURCEFORGE REPO</p>
<p>Steps in boldface text are <em>not</em> covered by the release script at
sandbox/infrastructure/release.sh.  &quot;Not covered&quot; means that you aren't even
reminded of them.</p>
<div class="note">
<p class="first admonition-title">Note</p>
<p class="last">This document does not cover branching and tagging, but the
release script does.</p>
</div>
<div class="note">
<p class="first admonition-title">Note</p>
<p class="last">You may want to use <a class="reference external" href="http://releaseforge.sourceforge.net/">ReleaseForge</a> instead of using
SourceForge's file release system.</p>
</div>
<ul>
<li><p class="first"><strong>On the Docutils-develop mailing list, announce that the release is
going to be made, update the release notes and ask for additions.</strong></p>
<p>Consult HISTORY.TXT for changes.</p>
</li>
<li><p class="first"><strong>Announce a check-in freeze on Docutils-develop.</strong></p>
</li>
</ul>
<p>Call <tt class="docutils literal">sandbox/infrastructure/release.sh new_version svn_version</tt>.
For details see the script.</p>
<p><tt class="docutils literal">new_version</tt> is the current version, status will change from <tt class="docutils literal">repository</tt> to
<tt class="docutils literal">release</tt>. <tt class="docutils literal">svn_version</tt> is the version after release.</p>
<div class="note">
<p class="first admonition-title">Note</p>
<p class="last"><em>BUG</em> test tarball requires root password, but it is possible to skip
this stage interactively, and testing should be done before release.</p>
</div>
<ul>
<li><p class="first">Change <tt class="docutils literal">__version_details__</tt> in docutils/docutils/__init__.py to
&quot;release&quot; (from &quot;repository&quot;).</p>
</li>
<li><p class="first">Check the <span class="target" id="version-number">version number</span> in the following files, should be already
correct:</p>
<ul class="simple">
<li>docutils/setup.py</li>
<li>docutils/docutils/__init__.py</li>
<li>docutils/test/functional/expected/* (&quot;Generator: Docutils X.Y.Z&quot;)</li>
<li>docutils/README.txt</li>
<li>web/index.txt</li>
</ul>
</li>
<li><p class="first">Close the &quot;Changes Since ...&quot; section in docutils/HISTORY.txt.</p>
</li>
<li><p class="first">Clear/unset the PYTHONPATH environment variable.</p>
</li>
<li><p class="first">Create the release tarball:</p>
<ol class="loweralpha">
<li><p class="first">Create a new empty directory and <tt class="docutils literal">cd</tt> into it.</p>
</li>
<li><p class="first">Get a clean snapshot of the main tree:</p>
<pre class="literal-block">
svn export svn://svn.berlios.de/docutils/trunk/docutils
</pre>
</li>
<li><p class="first">Use Distutils to create the release tarball:</p>
<pre class="literal-block">
cd docutils
python setup.py sdist
</pre>
</li>
</ol>
</li>
<li><p class="first">Expand and <span class="target" id="install">install</span> the release tarball in isolation:</p>
<ol class="loweralpha">
<li><p class="first">Expand the tarball in a new location, not over any existing
files.</p>
</li>
<li><p class="first">Remove the old installation from site-packages (including
roman.py, and optparse.py, textwrap.py).</p>
<p>&quot;remove&quot; might fail, see <span class="target" id="id1">Assumptions and their failure</span></p>
<p>Install from expanded directory:</p>
<pre class="literal-block">
cd docutils-X.Y.Z
python setup.py install
</pre>
<p>The &quot;install&quot; command may require root permissions.</p>
</li>
<li><p class="first">Repeat step b) for all supported Python versions.</p>
</li>
</ol>
</li>
<li><p class="first">Run the <span class="target" id="test-suite">test suite</span> from the expanded archive directory with all
supported Python versions on all available platforms (GNU/Linux, Mac
OS X, Windows):</p>
<pre class="literal-block">
cd test ; python -u alltests.py
</pre>
</li>
<li><p class="first">Add a directory X.Y.Z (where X.Y.Z is the current version number
of Docutils) in the webroot (i.e. the <tt class="docutils literal">htdocs/</tt> directory).
Put all documentation files into it:</p>
<pre class="literal-block">
cd docutils-X.Y.Z
rm -rf build
cd tools/
./buildhtml.py ..
cd ..
find -name test -type d -prune -o -name \*.css -print0 \
    -o -name \*.html -print0 -o -name \*.txt -print0 \
    | tar -cjvf docutils-docs.tar.bz2 -T - --null
scp docutils-docs.tar.bz2 &lt;username&gt;&#64;shell.sourceforge.net:
</pre>
<p>Now log in to shell.sourceforge.net and:</p>
<pre class="literal-block">
cd /home/groups/d/do/docutils/htdocs/
mkdir -m g+rwxs X.Y.Z
cd X.Y.Z
tar -xjvf ~/docutils-docs.tar.bz2
rm ~/docutils-docs.tar.bz2
</pre>
</li>
<li><p class="first">Upload the release tarball, release.sh tries with scp.</p>
</li>
<li><p class="first">Access the <span class="target" id="file-release-system">file release system</span> on SourceForge (Admin
interface).</p>
<p><tt class="docutils literal"><span class="pre">https://sourceforge.net/projects/docutils/files/docutils/</span></tt></p>
<ul class="simple">
<li>change into the released version's directory</li>
<li>click <tt class="docutils literal">(i)</tt> button of the tar.gz-file</li>
<li>select as default download for all operating systems.</li>
</ul>
</li>
<li><p class="first">Submit a notification on project news.</p>
</li>
<li><p class="first">For verifying the integrity of the release, download the release
tarball (you may need to wait up to 30 minutes), <a class="reference internal" href="#install">install</a> it, and
re-run the <a class="reference internal" href="#test-suite">test suite</a>.</p>
</li>
<li><p class="first">Register with PyPI (<tt class="docutils literal">python setup.py register</tt>).</p>
<p>Set the download-url so eggs can access older releases.</p>
</li>
<li><p class="first">Restore <tt class="docutils literal">__version_details__</tt> in docutils/docutils/__init__.py to
&quot;repository&quot; (from &quot;release&quot;).</p>
</li>
<li><p class="first">Bump the <a class="reference internal" href="#version-number">version number</a> again.</p>
</li>
<li><p class="first">Add a new empty section &quot;Changes Since ...&quot; in HISTORY.txt.</p>
</li>
<li><p class="first">Update the web page (web/index.txt).</p>
</li>
<li><p class="first">Run docutils-update on the server.</p>
</li>
<li><p class="first"><strong>Run alltests.py with svn version</strong></p>
</li>
<li><p class="first"><strong>Send announcement email to:</strong></p>
<ul class="simple">
<li><a class="reference external" href="mailto:docutils-develop&#64;lists.sourceforge.net">docutils-develop&#64;lists.sourceforge.net</a> (also announcing the end of
the check-in freeze)</li>
<li><a class="reference external" href="mailto:docutils-users&#64;lists.sourceforge.net">docutils-users&#64;lists.sourceforge.net</a></li>
<li><a class="reference external" href="mailto:doc-sig&#64;python.org">doc-sig&#64;python.org</a></li>
<li><a class="reference external" href="mailto:python-announce&#64;python.org">python-announce&#64;python.org</a></li>
</ul>
</li>
<li><p class="first"><strong>Add a SourceForge News item, with title &quot;Docutils X.Y.Z released&quot;
and containing the release tarball's download URL.</strong></p>
<p><strong>Mark as default download for all platforms.</strong></p>
</li>
<li><p class="first"><strong>Register with freecode.</strong> Add a new release for the
<a class="reference external" href="http://freecode.com/projects/docutils/">Docutils project</a>. (freecode is freshmeat.net's new name)</p>
</li>
</ul>
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