HOWTO-RELEASE

	Notes on Preparing a GDAL Source Release
	========================================


Prerequisites:

1) Check that the release is ready to go as far as ABI (binary compatibility)
   is concerned. This can be checked by comparing the installed headers of the
   candidate release with the installed headers of the previous release
   (diff -ur $(OLD_INSTALL_DIR)/include $(NEW_INSTALL_DIR)/include). The API
   is defined as all functions and classes exported by the CPL_DLL keyword.

  - For major and minor releases, there must be no function signature change
    for the C API. Only new functions are allowed.

  - For major releases, the allowed changes in C++ API should (or must?) be
    such that user calling C++ code can still compile against new headers
    without modification (existing methods can become virtual, default
    arguments can be added, new methods or members can be added)

  - For minor releases (1.6.1 versus 1.6.0), the C++ ABI stability must be
    preserved : no method signature change, no addition of virtual methods, no
    new members. Only non-virtual methods can be added.

    It may also be helpful to check:
      https://abi-laboratory.pro/tracker/timeline/gdal/

2) Delete existing fix_typos directory and run scripts/fix_typos.sh

Process :

1) a) Regenerate configure using autogen.sh and commit if changed.
   b) Regenerate swig generated files for python bindings and commit if changed.

   There is often a reference system on which this should be done (i.e. Frank's
   dev workstation) to avoid unnecessary churn from different autoconf or swig
   versions.

   c) "cd scripts; make completion" to regenerate scripts/gdal-bash-completion.sh
      if new command line switches have been added. scripts/completionFinder.py
      must also be edited before if new utilities/scripts are added/removed.

2) Update the release date, and number information in gcore/gdal_version.h.
   Note: the format of GDAL_RELEASE_DATE should be YYYYMMDD.

3) Update the VERSION file.

3.1) Update ./swig/python/setup.py version information.
     And the version of libgdal in ./swig/python/README.txt

3.2) Update ./swig/include/perl/gdal_perl.i $VERSION and $GDAL_VERSION
strings to current version. Update also $VERSION in
./swig/include/perl/ogr_perl.i to the same as the other $VERSION. Kick
Perl module maintainer to make a CPAN release.

3.3) For major releases update the VERSION macro in nmake.opt (for 1.6, 1.7etc)

4) Update LIBGDAL_CURRENT/REVISION/AGE macros in GDALmake.opt.in.
   - For a release with no interface changes just bump REVISION.
   - Adding interfaces, bump CURRENT/AGE, set REVISION to 0.
   - Deleting interfaces / compatibility issues - bump CURRENT, others to zero.

5) Prepare release overview in the NEWS file.  The Trac revision log for
   trunk or the stable branch can be helpful.

    http://trac.osgeo.org/gdal/log/branches/1.4

  - commit new version to NEWS file.

6) Update the GDAL http://trac.osgeo.org/gdal/wiki/DownloadSource topic to
   refer to the latest available source.
   Update http://trac.osgeo.org/gdal/wiki (Releases section)
   Update http://trac.osgeo.org/gdal/wiki/NewsAndStatus

7) If this is a major release, prepare a branch.

   svn copy https://svn.osgeo.org/gdal/trunk \
            https://svn.osgeo.org/gdal/branches/1.5

8) Tag the release set in SVN:

   svn copy https://svn.osgeo.org/gdal/branches/1.4 \
            https://svn.osgeo.org/gdal/tags/1.4.1

9) Create the source distributions using the mkgdaldist.sh script.  The
   argument should be the version number (i.e. 1.4.2). As our process involves
   doing betas or RCs, use the -rc option so that the filenames include this
   information (after promotion to official release, filename renaming will have
   to be done)

   % mkgdaldist.sh 1.4.2 -branch tags/1.4.2 -rc RC1

10) Create a snapshot of the documentation.

 i.e. On www.gdal.org:
 % cd /var/www/gdal
 % ./gdal-web-refresh.sh
 % zip -r ~/gdal210doc.zip gdal-web/*.* gdal-web/java gdal-web/python

11) Create a snapshot of autotest suite:

  svn export http://svn.osgeo.org/gdal/branches/1.6/autotest gdalautotest-1.6.0
  tar czvf gdalautotest-1.6.0.tar.gz gdalautotest-1.6.0
  zip -r gdalautotest-1.6.0.zip gdalautotest-1.6.0

11.5) If changes have been made in the frmts/grass or ogr/ogrsf_frmts/grass dir,
      generate an up-to-date gdal-grass snapshot:

  % cd frmts/grass
  % make dist

12) Publish the resulting files in download.osgeo.org/gdal/X.Y.Z (where X.Y.Z is the version number)
    and add a symlink from X.Y.Z to CURRENT (except for stable releases in a "old" branch).

  % ln -sf X.Y.Z CURRENT

13) Announce release to :
    - major release: gdal-dev@lists.osgeo.org, gdal-announce@lists.osgeo.org, news_item@osgeo.org.
    - bugfix release: gdal-dev@lists.osgeo.org, gdal-announce@lists.osgeo.org

Note: gdal-announce@ is moderated. Make sure that your email address is approved
('mod' tick disabled in https://lists.osgeo.org/mailman/admin/gdal-announce/members),
or your message manually approved, with an administrator of the list.

14) Update the freecode.com (previously freshmeat) entry for GDAL.

15) Update the freegis.org entry for GDAL.

16) Update doc/index.dox to advertize the new release and link to the release notes

17) Create a News page in Trac for the release (like
http://trac.osgeo.org/gdal/wiki/Release/1.7.0-News) and reference it from
http://trac.osgeo.org/gdal/ (Releases) and
http://trac.osgeo.org/gdal/wiki/NewsAndStatus .

18) Add pointers to the source releases at:

  http://trac.osgeo.org/gdal/wiki/DownloadSource

19) Update Trac to mark this release milestone as "Completed", and create
    a corresponding version.  Then create a new milestone for the next release.

20) Upload the new Python bindings to Pypi (requires upload rights to
the GDAL package by one of the current owners : HowardB/FrankW/EvenR)
( procedure taken from http://peterdowns.com/posts/first-time-with-pypi.html )

a) Create a $HOME/.pypirc file :

[distutils] # this tells distutils what package indexes you can push to
index-servers = pypi
                pypitest

[pypi] # authentication details for live PyPI
repository: https://upload.pypi.org/legacy/
username: yourlogin
password: yourpassword

[pypitest] # authentication details for test PyPI
repository: https://test.pypi.org/legacy/
username: yourlogin
password: yourpassword

b) cd swig/python

c) For trial :
    python setup.py sdist upload -r pypitest

d) For real :
    python setup.py sdist upload -r pypi

21) Build and bundle the java bindings.

a) cd swig/java

b) Make any updates to java.opt that might be required for the platform. For
   example osx and windows users will have to change JAVA_INCLUDE to contain
   include/darwin and include/win32 respectively.

c) Build the bindings:

     make

22) Build maven artifacts. NOTE: This step only works on Linux and OSX since it
    requires a shell script to build javadocs.

    A quick one-liner for this step is:

      ant maven_sign -Dgpg.key=... -Dgpg.pass=...

    This will build and sign the artifacts with a single command. Read on for
    more details.

a)  Build the maven artifacts:

     ant maven

    Upon success maven artifacts should be located in the build/maven directory.

b)  Sign maven artifacts with GPG. This step is required in order to deploy the
    maven artifacts to the central Maven repository. Before this step can
    proceed you must set up a signing key as described here:

      http://central.sonatype.org/pages/working-with-pgp-signatures.html

    Each developer can use their own signing key although it is usually best to
    avoid constantly using a different key for releases as users will need to
    import the public key in order to verify the artifacts.

    Here are a quick set of steps to generate a signing key key.

       gpg --gen-key
       gpg --list-keys (and note the key id)
       gpg --keyserver hkp://pool.sks-keyservers.net --send-keys <key id>

    See the above link for more details.

    Once a key is set up run the "maven_sign" ant target. The target takes two
    parameters specified as system properties:

    1. gpg.key - The identifier for the signing key
    2. gpg.pass - The passphrase for the signing key (optional)

      ant maven_sign -Dgpg.key=... -Dgpg.pass=...

    Upon success you should see maven artifacts along with generated signatures
    in the build/maven directory. You will also find a file named "bundle.jar"
    that contains all the maven artifacts with signatures. This file is what
    will be uploaded to maven central. See the next step.

23) Deploy maven artifacts to Maven central.

    NOTE: Before you can deploy to maven central you must set up an account
    in Sonatype JIRA. That can be done here:

        https://issues.sonatype.org/secure/Signup!default.jspa

    Once you have an account set up you must be associated with the gdal
    project. Create a ticket here asking to be associated with the project:

        https://issues.sonatype.org/browse/OSSRH

    The entire deployment process is described in detail here:

       http://central.sonatype.org/pages/manual-staging-bundle-creation-and-deployment.html
       http://central.sonatype.org/pages/releasing-the-deployment.html

    The following steps summarize the process.

a) Log into the Sonatype repository manager at https://oss.sonatype.org. Use the
   same credentials as your Sonatype JIRA account.

b) Once log in select "Staging Upload" on the left hand side.

c) Select "Artifact Bundle" under "Upload Mode" and then choose the "bundle.jar"
   created in the previous Step 22. Finally "Upload Bundle" to start the upload.

d) When the upload has been completed you will be notified that a staging
   repository has been created. Note the name of the repository. It should look
   something like "orggdal-100x".

e) From the left hand menu navigate to "Staging Repositories". In the search
   box look for the staging repository name you noted from the previous section.
   Or just search for "gdal". It should be obvious which repository is the
   current one.

f) Select the staging repository. If all is well You should see the option to
   "Release" (Located as a button near the top of the page). If not it means
   there was an issue with the bundle. Consult the "Activity" tab at the bottom
   of the page to find out why.

e) Click the "Release" button and that is it! The release should be available in
   Maven Central shortly. You can verify this by going to search.maven.org and
   searching for "gdal".