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Release management is a key factor for consistent quality deliveries. Nowadays almost all the development teams use version control tools. Mature teams automated their build and release management with the help of build automation tools like Maven, CruiseControl, Visual Build, ANT etc. But still there are teams which use only version control systems for their version control and release management. Team’s experience and the quality policies/procedures drive their release management. This article discusses about the usage of the version control system as a release management tool.
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In this article I am using SVN as version control system.
What is SVN?
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Full form of SVN is Subversion. Subversion is a revision control system, typically deployed as a source control management system. Subversion supports access to repositories via HTTP/HTTPS, SSH and a native SVN protocol. Subversion builds on previous revision control systems (such as the original RCS and CVS) to provide a feature rich system for storing revisions.
What is Tortoise SVN?
Tortoise SVN is a Subversion client, implemented as a Microsoft Windows shell extension. It is free software released under the GNU General Public License.
If you know the basic functionality of SVN and want to use it efficiently for release management then this article is for you.
The objective is to create simple guide on SVN usage. The idea is to use SVN as a tool for configuration management and release management, not just as simple revision control system for check-in and check-out.
At a high level all the development activities are classified into two categories.
4.1. Simple/Small Projects
Project (Typical Lifecycle):
Either the whole project goes to production as one deliverable OR the production releases are planned sequentially. In this case whole development team works on one phase at a time.
Figure 1 Typical Project Lifecycle
Release management:
1. Once the development is complete and the development team plans for production release then the development team releases a build to testing team (with a release note).
2. Development team waits for the test reports.
3. Testing team tests the release, records all the bugs in Mantis and submits the test summary reports to development team (with release note).
4. Development team works on the QC release and fixes the bugs.
5. Once all the bugs are fixed then development team releases another build to the QC team.
6. Steps 2-5 will repeat until QC team certifies the build.
7. SQA will do a release audit on the QC certified build and issue a final go if everything is intact as per the quality norms.
8. PM makes a copy of the certified build (either physical or in SVN or both) and deploys the code in staging/production server.
Below diagram showcases the typical release cycle:
Figure 2 Release Management (typical)
4.2. Medium/Large Projects and Product development
Medium/Large Project:
These projects have considerably long duration. These projects will follow milestone based releases.
1. During the initial development, the whole team works on one code base.
2. For the initial version, the release management would be similar to a Simple/Small Project.
3. But after the initial release to production, various scenarios evolve.
a. Current stable release goes into maintenance mode. So one team works on the stabilization of the release (bug fixes, security fixes and patching).
b. One team works on the next release (next milestone) of the project.
Product (Typical Lifecycle):
Product is the vision of the organization. Generally lot of activities will happen before the technical development starts.
1. During the initial development, the whole team works on one code base.
2. For the initial version, the release management would be similar to a Simple/Small Project.
3. But after product launch (v 1.0), various scenarios evolve.
a. Current stable release goes into maintenance mode. So one team works on the stabilization of the release (bug fixes, security fixes and patching).
b. Based on the roadmap and feedback from market, one team works on the next release (v 2.0) of the product (enhancements).
c. In addition to the above, some products may have client specific releases. There could be a possibility that there will be a dedicated development team for each client.
Figure 3 SPLC (typical)
5.1. Prerequisites
5.1.1. For Simple/Small Projects
During the project initiation the project manager has to ensure the following:
1. Once the project is created in SVN, ensure that the following folders are created under the root:
a. /trunk
b. /branches
c. /tags
Trunk: Markdownd 3 7 – full featured markdown editor.
The trunk is where the main development occurs and where most commits occur.
Branch:
Isolating the changes onto a separate line of development is called Branching. Branches are used to try out new feature/changes without disturbing the main line of development. And as the new feature/change becomes stable the development branch is merged back into the main branch (trunk).
Tag:
Tag is typically a static (e.g. no changes after commit) location that holds each release version. Tags are used to create a static snapshot of the project at a particular stage.
2. Under the “trunk” folder, it is recommended to create separate folders for “source code” and “DB scripts” etc.
5.1.2. For Medium/Large Projects and Product development
During the technical product initiation the project manager has to ensure the following:
1. Once the project is created in SVN, ensure that the following folders are created under the root:
a. /trunk
b. /branches
c. /tags
Trunk:
The trunk is where the main development occurs and where most commits occur.
Branch:
Isolating the changes onto a separate line of development is called Branching. Branches are used to try out new feature/changes without disturbing the main line of development. And as the new feature/change becomes stable the development branch is merged back into the main branch (trunk).
Tag:
Tag is typically a static (e.g. no changes after commit) location that holds each release version. Tags are used to create a static snapshot of the project at a particular stage.
2. For Medium/Large Projects and Product development, always there is a possibility that development and testing running parallel for multiple versions. So it is recommended to create few more folders under the above defined structure.
a. /branches/dev
b. /branches/release
c. /tags/dev
d. /tags/release
3. Under the “trunk” folder, it is recommended to create separate folders for “source code” and “DB scripts” etc.
5.2. Recommendation for Release Management
The Mainline model:
A “mainline,” or “trunk,” is the branch of a code line that evolves forever. A mainline provides an ultimate destination for almost all changes – both maintenance fixes and new features – and represents the primary, linear evolution of a software product. Release code lines and development code lines are branched from the mainline, and work that occurs in branches is propagated back to the mainline.
5.2.1. For Simple/Small Projects
Figure 4 Release branches
5.2.2. For Medium/Large Projects and Product development
Figure 5 Development branches
Figure 6 Patch branches
Figure 7 Merging – Flow of changes
5.3. Simple/Small Projects
1. All development in trunk.
2. When ready for release, branch it with proper version number.
3. Tag the above branch with version number (probably same number).
4. Release the tag to QA.
5. When bugs are reported, change the working copy to branch.
6. Work on the branch.
7. When bugs are fixed, tag it with new version number.
8. Release the new tag to QA.
9. Repeat steps 6-8 until you get OK from QA.
10. When you get OK from QA, release it to PROD. In the release notes don’t forget to note the tag name (that you are releasing now).
11. Now merge the branch back to trunk.
12. Create another tag on the trunk with comments like “version number_merged with trunk”.
13. Now change the working copy to trunk.
14. Start the next phase on trunk.
Note: In the above approach, once a branch is created for release then all the developers change their working copy to branch. No one should work on the trunk until the changes are merged back to trunk.
5.4. Medium/Large Projects and Product development
1. All development in trunk.
2. When ready for initial release:
a) Branch it with proper version number to /branches/release/.
b) Tag the above branch with version number (probably same number) to /tags/release/.
c) Release the tag to QA.
d) When bugs are reported, change the working copy to branch (/branches/release/your-release).
e) Work on the branch.
f) When bugs are fixed, tag it with new version number (/tags/release/your-new-release).
g) Release the new tag to QA.
h) Repeat steps 6-8 until you get OK from QA.
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i) When you get OK from QA, release it to PROD. In the release notes don’t forget to note the tag name (that you are releasing now).
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j) Now merge the branch back to trunk.
k) Create another tag on the trunk with comments like “version number_merged with trunk”.
3. For subsequent releases (while one team works on release and other team starts working on the next release):
a) Branch it with proper version number to /branches/dev/your-dev-branch.
b) Tag the above branch with version number (probably same number) to /tags/dev/ your-dev-branch.
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c) Change the working copy to branch (/branches/dev/ your-dev-branch).
d) When ready for milestone release, follow steps 2a) to 2k).
Note: It is highly recommended that periodically merge the stable branches with trunk. PMs can consider merging the branch with trunk at the end of each milestone and/or before creating a new dev branch (whatever applicable for their project scenario).