path: root/Master/tlpkg/doc/releng.txt

$Id$
Public domain. Release engineering for TeX Live.

Notes on putting together the pretest and yearly release --karl.
See ./packages.txt for info on regular updates, adding/removing platforms, etc.

Coordinate/announce schedule with:
 maintainers of: engines, LaTeX, GUST font, asymptote, context, texworks
 other parts of collection: protext, ctan, mactex.
 general lists

Check if pretest mirrors need renewing, talk to mirror admins if so:
 http://tug.org/texlive/mirmon/
 /home/httpd/html/texlive/mirmon/tlpretest-mirrors.txt

To stop updating of certain packages before the general freeze:
 tlpkg/dev/tlnet-disabled-packages.txt

To run test builds (if developing infrastructure changes) without
affecting production dirs, see:
 tlpkg/bin/tltestnet


 Part I. Preparation; can/should be done before pretest starts.

1. doc: write updates for pretest.html, but leave commented out until start.
 - check NEWS/CHANGES/etc. files for all engines and major programs;
   ask developers as needed.
 - diff new and old bindirs to see if there are interesting new programs:
  \ls /usr/local/texlive-rel/bin/x86_64-linux >/tmp/now
  \ls $ib >/tmp/new
  comm -3 /tmp/now /tmp/new >/tmp/cm
 - in general, writing these news items takes considerable time, but
   it's important, because this summary of changes is what users want to know.
 - if new kpathsea file types (kpsewhich --help-formats), update kpathsea.texi.
 - see also doc item below for more necessary updates after pretest starts.
 
2. Ask tldistro for patches.

2. No /dev suffix: Build/source/{version.ac,texk/{kpathsea,ptexenc}/version.ac

3. Check/update copyright years: *.pm, tlmgr*, install-tl, tlpkg/installer

4. Check for upstream releases: {libs,texk,utils}/README

5. When finalizing sources (any time in the new year, can be early,
    before initial builds in any case),
   update version numbers, years, and copyright years in
    (if not already done, of course; don't double-increment):
  top level version.ac
  dvipdfm-x:configure.ac dvipdfmx.c xbb.c
  dvipsk:   configure.ac NEWS dvips.c dvips.h afm2tfm.c dvips.texi
  mendexk,  
  upmendex: configure.ac COPYRIGHT main.c
  kpathsea: version.ac NEWS kpsewhich.c doc/kpathsea.texi texmf.cnf
  ptexenc:  version.ac
  web2c:    NEWS doc/web2c.texi
            ptexdir/ptex-base.ch,ptex_version.h
            pdftexdir/pdftex.web pdftexdir/pdftex_version.h
            xetexdir/xetex.web xetexdir/xetex_version.h
            lib/printversion.c
  check *.c *.h sources in above for needed copyright year updates too.
  check tlpkg/dev/srclist.txt for automake major version update.
  then reautoconf (~6min), rebuild (~25min).
  install-tl, tlmgr.pl (copyright only)
  run ~karl/bin/tlversions to see+compare engine/etc. versions
  commit updates.

6. During the pretest, we want to keep updating tlnet. But we cannot do
that from the trunk, since the trunk will have the new binaries and
other changes. Therefore, we set up a branch for release YYYY where we
will continue to commit normal package updates and update tlnet, while
the trunk is updating tlpretest for YYYY+1.

The branch must be created right before the first pretest-specific
commit (which is the next item, in Part II).

  cd /home/texlive/branch
  rm -rf * .svn # clean out completely; trunk should also be clean
  rev=57871 # for 2021 (svn info in trunk)
  tlyear=`date +%Y -d "last year"` # presumably
  umask 022 # keep TL files non-group-writable
  branch=branch$tlyear.final
  svn copy -r $rev \
    -m"$branch branch based on r$rev" \
    svn://tug.org/texlive/trunk svn://tug.org/texlive/branches/$branch
  # make working checkout:
  svn co svn://tug.org/texlive/branches/$branch . >&out # ~30min

Do not create it earlier and merge from trunk, because then all the
packages which got updated in the meantime, and have been updated in
tlnet, will get new revision numbers (from the commit after the merge)
and get updated again.


 Part II. Building pretest from trunk (and tlnet from branch).

0. Ensure that /home/texlive/branch from before last pretest-specific
commit is created, clean, and up to date: see item 6 just above.

0b. In crontab, disable trunk->tlnet entries.

1. When ready to start building tlpretest: on trunk, set
  option adjustrepo 0
in tl-update-tlnet since pretest users shouldn't go to CTAN for updates.
This change should not go to the branch.

1b. Set up tlpretest:
Update /home/ftp/texlive/tlpretest/README.
Empty tlpretest except for that README and 00_TIME.txt (used for mirmon).

2. Prepare for pretest in cron.tl:
critical=--critical	 # tlcritical needed for new release version
pretest=--pretest	 # update tlpretest, not tlnet (if not frozen)
catalogue_compare=false  # just for the initial test, will set below
net_frozen=true 	 # update tlnet|tlpretest (per $pretest)
First build happens below, after many more changes; don't start it yet.

4. After setting up for pretest (not before), basic updates for release year:
Master/.mkisofsrc
Master/release-texlive.txt
Master/tlpkg/TeXLive/TLConfig.pm -- $ReleaseYear and think about $MinRelease
Master/tlpkg/TeXLive/TLUtils.pm  -- $mactex_darwin and -darwin strings
Master/tlpkg/bin/tl-update-images
Master/tlpkg/bin/tl-update-messages 
Master/tlpkg/bin/tl-update-tlnet
Master/tlpkg/installer/*.png
  (make -C Master/tlpkg/doc/graphics -W texlive-installer-graphics.tex texlive.png)
  then mv into place.
Master/texmf-dist/web2c/texmfcnf.lua
Master/texmf-dist/web2c/texmf.cnf  # from Build/.../kpathsea

5. Ensure version numbers in sources are updated; see list above.
Then install new binaries with tl-update-bindir. Ask tlbuild.
Add new executables to appropriate .tlpsrc files (likewise removals).
  (svn status bin/x86_64-linux | grep '^[^M]')
Add new scripts to linked_scripts if not already handled.

6. Run tex \\end to check that mktexfmt works. 
Also run fmtutil-user --all to check that all formats build, no config file
problems.  Ensure that web2c/texmf.cnf is updated for the current year
(per above).  Then, so things will get redone later as another check:
  rm -rf ~/.texlive`date +%Y`  # the new one
(For karl@tug.org: create at least pdflatex.fmt and xelatex.fmt for bnb.)

7. Check for Build-maintained updates to config files, new files, etc.
(might have to merge back if Master was mistakenly updated):
  diff -ru0 --exclude=man --exclude=info \
    Build/source/inst/texmf-dist Master/texmf-dist

7a. If new cjk release:
cd Master/texmf-dist/doc
for p in *conv hbf2gf; do cp /home/ftp/tex-archive/language/chinese/CJK/cjk-X.Y.Z/doc/pdf/$p.pdf $p; done

8. Now, finally, try a first update of tlpretest:
  force_rebuild=true cron.pretest
This will fail because the pretest dir is not yet set up, but
that's ok; the idea is to check the output and ensure all is basically ok.
It's likely that .tlpsrc files will need to be adjusted for new binaries.

8a. svn commit all the above.

9. After a trial build goes ok, set up tlpretest:
  cd /home/ftp/texlive/tlpretest
  cp -ar ../tlnet/[a-u]* .  # omit tlnet/README*
  env force_rebuild=true cron.pretest  # update repository
We use cp -a because we want to start with exactly the last tlnet,
and not recreate all packages, so that a file with a given name is never
rewritten. See recreate comments in tl-update-tlpdb and tl-update-containers.

9b. Sanity check: Do an installation as a normal user from the new
tlpretest, and keep it updated daily.

9c. In 2020, as a special case, after a first successful build, this was run:
  tl-fix-container-links
In order to make all the archive/*.tar.xz files into versioned symlinks,
so a given tarball will not be regenerated unless the content changes.
This was a one-time event, but left here as an example for the unknown future.

10. As of 2021, we want to keep updating tlnet from the new branch, as
described in I.6. For sanity, it is best to edit cron.tl to use a temp
destination instead of tlnet for the branch, initialize that repo from
tlnet (as above with tlpretest), and then do a test build before the
real one. To do the build:
  env force_rebuild=true cron.branch

11. In cron.tl, set net_frozen=false, critical= , and
    return to regular catalogue_compare updates.
    In the crontab, enable the pretest entries.

12. Life and daily updates resume: run c2l to update trunk->tlpretest,
    c2b to update branch->tlnet. Of course, don't update the branch if a
    particular package requires the new binaries, e.g., asymptote.
    
13. Announce: make new pretest.html live; mention pretest has started
    on texlive/index.html and tug's home page (at least).
    Email tex-live@tug.org.


A. At some point during the pretest:
  Update gpg expiration, see tlpkg/gpg/tl-key-extension.txt;
    do not fail to do this, or the key will expire and cause lots of hassle.
  Run tl-update-linked-scripts to ensure consistency.
  In Master/tlpkg, update bundled Windows programs as needed:
    dviout texworks tlgs tlperl tlpsv
  In tlpkg/installer, update xz lz4 wget if needed (+ Master/source).
  Update readme-html.dir/readme.en.html if needed,
    run tlpkg/bin/htmltext to create readme-txt.dir/README.EN.

B. Specifics for tlperl update:
  cd $pg
  find tlperl -type f | \grep -v README.TEXLIVE | sort >/tmp/now
  zipinfo -1 newperl.zip | \grep -v /\$ | sort >/tmp/new
  unzip -q newperl.zip  # replace All files
  comm -13 /tmp/now /tmp/new >/tmp/c2
  comm -23 /tmp/now /tmp/new >/tmp/c1
  wc -l /tmp/c1 /tmp/c2 # should be about 100-200, not 1500+
  svn rm `cat /tmp/c1`
  svn add --parents --no-auto-props `cat /tmp/c2`
  svn status | fgrep \? # shouldn't be any besides newperl.zip
  find tlperl -name \*.dll -o -name \*.exe | xargs svn propset svn:executable 1
  find tlperl -type d -empty | xargs svn rm  # repeat until no output
  update tlperl/README.TEXLIVE
  svn commit when ready ...

C. Build a test ISO image for initial TeX Collection testing:
  In tl-update-images, ensure V= the new YYYY and target=/.../test
  env images_frozen=false cron.pretest
  After successful image build, update /home/ftp/texlive/Images/test/README
  and email tldistro@tug.org for info/review.
  Can disable image building again after the initial build for a while.

M. As pretest proceeds, update the doc:
  MetaPost (in texmf-dist), other engine (in source) NEWS.
  Ensure all engine manuals updated in texmf-dist.
  Update texlive-en.tex (+ .pdf, .html), tell tldoc to translate.
    Update year numbers by one,
    example text menus and GUI screenshots,
    write news section,
    update "Builders of the binaries" and "Translators of this manual",
    any new people to thank,
    and changes throughout if behavior has changed.
  Update tlbuild.texi text, then
    W=.../Build/source/Work
    make -C $W/doc script-links tlbuild-incl.texi readme-files readme-install
    cd .../Build/source
  Consider updates of core man pages in Build/source/texk/web2c/man.
  Remake updmap,fmtutil man pages with help2man:
    tm=.../Master
    make -C $W/texk/texlive/tl_support xupdmap.1 xfmtutil.1
    x1=`(unset CDPATH; cd $Master/texmf-dist/doc/man/man1; pwd)`
    They must be moved from /tmp into Master by hand:
      mv /tmp/xupdmap.1 $x1/updmap.1
      mv /tmp/xfmtutil.1 $x1/fmtutil.1
    Also update them in ~www/texlive/doc/*.html:
      groff -mandoc -Thtml $x1/updmap.1 >$lw/doc/updmap.html
      groff -mandoc -Thtml $x1/fmtutil.1 >$lw/doc/fmtutil.html
    While we're here, let's update the other generated html files:
      pod2html --cachedir=/tmp $xx/tlmgr.pl >$lw/doc/tlmgr.html
      pod2html --cachedir=/tmp $tm/install-tl >$lw/doc/install-tl.html
    Update copies in the Master tree (also done nightly in tl-update-auto):
      cp $lw/doc/{tlmgr,install-tl}.html $tm/texmf-dist/doc/texlive
  Man pages from Build to Master (after doing a build):
    tl-update-man # consider removals from output, if any binaries are gone
    # check /tmp/so.rules against man1/Makefile, update if needed.
    cd $x1/..
    make  # remakes pdfs
    # files to add:
    svn status . | sed -n 's/^\?//p'
    svn add `!!`
  Texinfo manuals from Build to Master:
    tl-update-txi
  Don't forget to commit everything (texmf-dist/doc, Build/source, ...).

N. Really test during pretest (really! don't leave it for Knuth to do!):
  .fmt's sharable across endian-different platforms (including luatex).
  interactive mf '\drawdot (50,50); showit;'  % and from * prompt

O. Two days before the final pretest (i.e., to-be-published) build:
  Put date into NEWS and ChangeLog files above.
  Update Build/source/tardate.ac && reautoconf.
  tlmgr version number in texmf-dist/scripts/texlive/NEWS.
  In cron.tl, set catalogue_compare=true for final syncs.
  Reenable images_frozen=false so we get the new sources,
    or can run tl-update-images --tar-source-only
    and --tar-devsource-only to just build the necessary tarballs
    for Master/source if you don't want to do a whole build.
  Tell developers no more commits: tldev +
    hirata, hironori, luigi, mojca, takuji, 

P. The day before the final pretest:
  In cron.tl, catalogue_compare=false to avoid skew.
  In tl-update-tlnet, option adjustrepo 1, else install-tl-unx won't go to ctan
  Update Master/source (if not earlier):
    xz wget w32tex-src texlive*source mactexdoc install-tl-unx.tar.gz 

Q. The day of the final tlnet-from-branch build, which may or may not
   also be the day of the final tlpretest-from-trunk build:
 Set frozen=>1 in branch TLConfig.pm.
 Freeze of tlnet should happen at that night's rebuild.

Z. After final build, to do total freeze:
  In cron.tl, set *_frozen=true.
  Also, set catalogue_compare=false now or at some point earlier.
  For double protection, disable the nightly cron jobs.
  Also, in /l/bin/mirror-ctan, disable Catalogue updates,
   to avoid unnecessary changes if we have to rebuild the final image.

Z0. Ask for torrents to be created. In 2021,
  Tim Stewart <timoteostewart1977@gmail.com>
  made the one that worked.

Z1. Preserve Catalogue as of the freeze, for the sake of
    post-freeze updates:
rsync -ar /home/httpd/html/catalogue /home/texlive/catalogue-freeze
    If such post-freeze updates are required (let's hope not),
    see tlpkg/archive/tlnet-by-hand.txt.


 Part III. Making the big release:

- unmount live install of last year's:
umount /home/ftp/texlive/Contents/live

hx=/home/ftp/historic/systems/texlive
prev=`date -d "last year" +%Y`; echo $prev
this=`date +%Y`; echo $this
mkdir $hx/$this
chgrp texlive !$
chmod g+ws !$

cd /home/ftp/texlive/Images
cp README.md $hx/$prev/
mv -v *.iso* *.torrent* $hx/$prev/
mv -v test/texlive*.iso* .
mv -v test/texlive*.tar.xz* $hx/$this/	# tar version only in historic
update README.md (touch even if no real changes needed)
   and test/README (pretest over)

- mactex (from tlpretest)
hm=/home/ftp/historic/systems/mactex
mkdir $hm/$prev/
cd ~ftp/tex/mactex
chgrp mactex *; chmod g+w *
mv -v *.pkg* $hm/$prev
mv -v ~ftp/texlive/tlpretest/mactex*pkg* .
ln -sv mactex-20*.pkg MacTeX.pkg 
ln -sv mactex-basic*.pkg BasicTeX.pkg
ln -sv mactex-ghost*.pkg Ghostscript.pkg
for p in [BGM]*.pkg; do md5sum $p >$p.md5; done &  # used on mactex web pages
edit README
chgrp mactex *; chmod g+w *
mkdir $hm/$this/
cp -v Extras*.pdf MacTeXtras-*.zip $hm/$this

- move rest of tlnet to historic, as tlnet-final:
(We keep updating the $prev release while doing the pretest for $this,
 so just moving the current tlnet is what's needed.)
mkdir $hx/$prev/tlnet-final
chgrp texlive !$
chmod g+s !$
cd /home/ftp/texlive/tlnet
mv [a-z]* $hx/$prev/tlnet-final
mv ../tlpretest/[a-z]* .
update README.md (touch even if no real changes needed)
   and ../tlpretest/README.md (pretest over)
cp install-tl-unx.tar.gz install-tl.zip $hx/$this/

- Source directory for CTAN:
fx=/home/ftp/tex
ls $fx/texlive/Source/* # ensure last year's sources
rm -f !$
cp -av $tm/source/{install-tl,texlive-,w32tex-}*z $fx/texlive/Source/
cp -av $tm/source/{install-tl,texlive,w32tex}*README $fx/texlive/Source/

- historic copy of TL web pages:
cd /home/httpd/html/texlive
mkdir $hx/$prev/web/
cp *.html !$  # disable header.html include in bugs.html

- copy full (unpruned) tlpdb to historic:
# the pre-pruned tlpdb directory is created by tl-update-images.
preprune=/home/ftp/texlive/Images/test/preprune-tlpdb
ls -l $preprune # ensure tlpdb and xz and checksums
tgz=/tmp/texlive-${this}0325-tlpdb-full.tar.gz # release date, not today's
(cd $preprune && tar cvzf $tgz texlive.tlpdb texlive.tlpdb.*5*)
mv $tgz $hx/$this/
rm -rf $preprune

- update local CTAN area, just to avoid mirroring everything back again:
cy=/home/ftp/tex-archive/systems
rm -rf $cy/texlive/tlnet/*; cp -ar * $cy/texlive/tlnet/
rm $cy/texlive/Images/*; cp -a ../Images/*.* $cy/texlive/Images/
rm $cy/texlive/Source/*; cp -a $tm/source/{install-tl,texlive-,w32tex-}*z $cy/texlive/Source/
rm $cy/mac/mactex/*; cp -a $fx/mactex/* $cy/mac/mactex/

- tug.org stuff:
change fstab 
mount /mnt/tl
cd /mnt/tl
TEXLIVE_INSTALL_NO_WELCOME=1; export TEXLIVE_INSTALL_NO_WELCOME
echo i | time nice -19 perl install-tl # do full install to default location.
  # takes about 30min
rm /usr/local/texlive-rel; ln -s texlive/$this /usr/local/texlive-rel
ls !$
newsrc=!$/source
mkdir $newsrc
chgrp texlive !$; chmod g+ws !$
cp -v source/{install-tl,texlive,w32tex}*.tar.?z $newsrc
ls -l !$
mount /home/ftp/texlive/Contents/live
cd
umount /mnt/tl

update ~www/texlive web pages (search for $prev and $prev-1):
  acquire* - general
  bugs.html - news from pretest.html, also case of $prevprev at bottom
  build.html - platform list
  custom-bin.html - remove any old, add any new
  doc.html - platform list, translation list
  pretest.html - done for this year, transfer bugs and news
  quickinstall.html - paths
  upgrade.html - whether possible or not
  tlmgr-news.html - from texmf-dist/scripts/texlive/NEWS
  index.html - dates
check for new Texinfo manuals to link to html versions, and if any,
make a new link in:
  ~www/texinfohtml/

- update historic/systems with final proTeXt, when ready.
  https://bscw.fernuni-hagen.de
  ftp://ftp.fernuni-hagen.de/pub/windows/win32/ProTeXt/
  ~www/protext/index.html

- announcements:
CTAN @ ISO update: remove old version, re-enable tlnet mirroring, MacTeX.
Dick @ updating MacTeX web pages.
Siep @ windows.html, Norbert @ debian,updmap-kanji.html.
pdftex maintainers @ updating pdftex sources with sync-pdftex.sh + tag.
tex-live, tldistro @ release made.

- make tag + branch:
Before: Determine revision number from svn log
 or https://tug.org/pipermail/tex-live-commits/
 in case commits were mistakenly made.
Also: look at https://tug.org/svn/texlive/tags/ to get subnum
 and https://tug.org/svn/texlive/branches/ to avoid duplication.
rev=58693
subnum=1 # increase as necessary if multiple branches needed
tlyear=`date +%Y`; echo $tlyear # maybe previous year during pretest, as above
svn copy -r $rev \
 -m"texlive-$tlyear.$subnum tag based on r$rev" \
 svn://tug.org/texlive/trunk \
 svn://tug.org/texlive/tags/texlive-$tlyear.$subnum
#
svn copy -r $rev \
  -m"branch$tlyear branch based on r$rev" \
  svn://tug.org/texlive/trunk \
  svn://tug.org/texlive/branches/branch$tlyear[.$subnum]
  # add .$subnum to branch name (and in comment) if not making the first.

  It's the same command, just different destinations.
  http://svnbook.red-bean.com/en/1.8/svn.branchmerge.html

  We do both a branch and a tag so that it's possible to easily compare
  the current state of the branch with its starting point (the tag).

  To check out the branch, for critical source fixes for the sake of
  during-the-year rebuilds or for the distros, if they request it:
this=`date +%Y`; echo $this  # whatever year is appropriate
cd /home/texlive
rm -rf branch # when starting a new year on tug
mkdir branch
cd branch
svn co svn://tug.org/texlive/branches/branch$this/Build/source . >&out

  Edit (inside the branch) as desired.
  Do a test build, commit when successful.
  Ask for rebuilds,
  When (enough) rebuilds are done, commit to the branch and make another tag:
  bcr=nnnnn # branch commit revision, e.g., 51236
  bt=n      # branch tag, e.g., 2019.3
#svn copy -r $bcr -m'texlive-$bt tag based on r$bcr, with <whatever> fix' \
#   svn://tug.org/texlive/branches/branch2019 \
#   svn://tug.org/texlive/tags/texlive-$bt 
  (Using urls makes for an immediate commit, which is what we want.)

By the way, in the event of a mistaken delete, the material is best
recovered with, where 57911 is the good revision to restore from:
  svn merge -r HEAD:57911 .
so as to keep the version history, which retrieving the files and
re-adding would not do. (But renamed files are not handled, it seems.)

- update ~karl/bin/cron.tl, be sure cron.pretest and cron.branch are disabled,
and reenable cron.trunk when feel ready:
critical=
images_frozen=true
net_frozen=false
all_frozen=false

 after TC release:
- texcollection
hy=/home/ftp/historic/systems/texcollection
mkdir -p $hy/$this/packaging
#
# copy files from DVD:
mount /mnt/tc
cd /mnt/tc # check that it's the current release
cp -pR [A-T]* index* setup /home/ftp/historic/systems/texcollection/$this
#
# copy ctan snapshot for TUG members:
ls -l ~www/members/ctan*20*.tar # how many links?
du !$
rm -i ~www/members/ctan*20*.tar # assuming it's hard-linked, else move!
nice -19 tar cf ~www/members/ctan`date +%y`-200413.tar ctan # update date!
chmod a=r ~www/members/ctan*.tar
ls -l !$; du !$
# edit members/index.html
mkdir /home/ftp/historic/systems/ctancd/$this
ln -v ~www/members/ctan*.tar !$
#
cd && umount /mnt/tc
#
cd $hy/$this/packaging
# copy in files from texcollection svn:
svn update ~/src/texcollection/
cp -p ~/src/texcollection/$this/packaging/* .
#
# make small image for web page:
pdftoppm -gray -r 222 texcoll-cover.pdf temp
# edit temp*.pgm to be just the cover.
pnmcrop temp*.pgm | pnmtopng >~www/texcollection/texcollection$this.png
cp texcoll-cover.pdf ~www/texcollection/texcollection$this.pdf
#
~www/texcollection/index.html
~www/store/index.html
/home/httpd/cgi-bin/tug-common.pl
~www/forms/current/memberapp.html 
#
~www/rss/tug.xml
~www/index.html

- increment source versions, increment year+libversions and append /dev:
Build/source/{version.ac,texk/{kpathsea,ptexenc}/version.ac
reautoconf