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Code & Release Management

The document discusses various techniques for code and release management, including using version control systems like Subversion (SVN) and different branching strategies. It describes stage branches, feature branches, and release branches, noting pros and cons of each approach. The document also covers how to push code changes to live environments, discussing options like live SVN checkouts or exporting code with SVN and transferring with rsync, as well as handling rollbacks.

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626 views

Code & Release Management

The document discusses various techniques for code and release management, including using version control systems like Subversion (SVN) and different branching strategies. It describes stage branches, feature branches, and release branches, noting pros and cons of each approach. The document also covers how to push code changes to live environments, discussing options like live SVN checkouts or exporting code with SVN and transferring with rsync, as well as handling rollbacks.

Uploaded by

kaplumb_aga
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Code & Release Management

Eli White
Zend

http://eliw.com/
What are we talking about?

Managing the daily workflow,


from editing code, to testing and releasing it.

Eli White — Code & Release Management — Dutch PHP Conference 2009 — 6/13/2009
Version Control

Use it!
It is the core component of this process.

Many variations: All have same core concepts:


Checkout, Committing, Merging, Concurrency

Eli White — Code & Release Management — Dutch PHP Conference 2009 — 6/13/2009
Version Control Options

CVS

Eli White — Code & Release Management — Dutch PHP Conference 2009 — 6/13/2009
Version Control Options

Eli White — Code & Release Management — Dutch PHP Conference 2009 — 6/13/2009
Version Control Terminology
Commit / Check-in
Changes to the code base are added to the repository
Branch
Making a copy of the code to be managed in parallel
Tag
Marking a snapshot in time of a set of files
Trunk
The main line of development, before branching
Merge
Combining two sets of changes into one

Eli White — Code & Release Management — Dutch PHP Conference 2009 — 6/13/2009
Subversion (SVN) 101
Subversion thinks in terms of a directory structure
Projects are subdirectories of a repository:
//host/project
The mainline (trunk) of code:
//host/project/trunk
Branches & Tags have parallel directories:
//host/project/branches/v3.0
//host/project/tags/v3.0.1

Eli White — Code & Release Management — Dutch PHP Conference 2009 — 6/13/2009
Version Control Policies
Come up with general rules that you apply:
Intermediate (non-working) checkins?
Where should you check code in?
Are there places that are less controlled?
How does this flow into releases?
What about tags vs branches vs trunk?

Eli White — Code & Release Management — Dutch PHP Conference 2009 — 6/13/2009
Uses of Tags/Branches/Trunk
No matter what style of management:
Trunk:
Contains the 'core' codebase

Branches:
Used to 'segment' into logical areas of responsibility

Tags:
Marking a specific state of code, a release

Eli White — Code & Release Management — Dutch PHP Conference 2009 — 6/13/2009
Explore Three Styles

Stage Branches
Feature Branches
Release Branches

Eli White — Code & Release Management — Dutch PHP Conference 2009 — 6/13/2009
Stage Branches
All new work done against Trunk
Branches exist for each stage of a project:
staging, production, etc.
When ready for a release, merge into staging
After testing, merge into production
Tag against production branch for releases

Eli White — Code & Release Management — Dutch PHP Conference 2009 — 6/13/2009
Stage Branches

Eli White — Code & Release Management — Dutch PHP Conference 2009 — 6/13/2009
Stage Branches

Pros: Cons:
Simple No parallel work
No dynamic branches No old patches
No room for errors
Long scale work hard
Error prone merging

Eli White — Code & Release Management — Dutch PHP Conference 2009 — 6/13/2009
Feature Branches

All new work done in it's own branch


When complete, the new feature is tested
Once ready, it's merged to trunk
Trunk is tagged as needed for phases:
For testing/QA, Releasing, etc

Eli White — Code & Release Management — Dutch PHP Conference 2009 — 6/13/2009
Feature Branches

Eli White — Code & Release Management — Dutch PHP Conference 2009 — 6/13/2009
Feature Branches

Pros: Cons:
Parallel work easy Often creating branches
Long scale work easy Lots of merging
No old patches
Fixes are complicated

Eli White — Code & Release Management — Dutch PHP Conference 2009 — 6/13/2009
Release Branches
All new work done on trunk
When ready for release, create a versional
branch: /branches/v3.0
Test against the branch
Tag the branch with a versional tag for
release: /tags/v3.0.0
Fix bugs against branch, and tag as needed
Continue doing new work against trunk
Eli White — Code & Release Management — Dutch PHP Conference 2009 — 6/13/2009
Release Branches

Eli White — Code & Release Management — Dutch PHP Conference 2009 — 6/13/2009
Release Branches

Pros: Cons:
Easy maintenance Branch/Tag creation
Long scale work OK Assumes single goal
Some parallel work
Little merging

Eli White — Code & Release Management — Dutch PHP Conference 2009 — 6/13/2009
Mix and Match

You got feature branches in my release branch!

Eli White — Code & Release Management — Dutch PHP Conference 2009 — 6/13/2009
Pushing Code Live
Have a script
Handle multiple machines
Use for all phases staging/testing
Have a rollback procedure
Multiple ways to accomplish
Incorporate everything together:
Services, DB, PHP, etc

Eli White — Code & Release Management — Dutch PHP Conference 2009 — 6/13/2009
So Many Options

Discuss a couple of common ones:


Live SVN Checkout
SVN Export & rsync

Eli White — Code & Release Management — Dutch PHP Conference 2009 — 6/13/2009
Live SVN Checkout

Have a working SVN checkout on the live


servers, just perform SVN update or switch.

Simple & Some benefits of having live copy


Drawbacks:
Conflicts, Hard to automate & rollback

Eli White — Code & Release Management — Dutch PHP Conference 2009 — 6/13/2009
SVN Export & rsync

Use SVN Export to make a copy of the code,


then use rsync to transfer changed files to live.

Simple
Easy to scale & automate

Eli White — Code & Release Management — Dutch PHP Conference 2009 — 6/13/2009
Partial Updates with rsync

rsync is not atomic

You might have your website hit while codebase is


partially updated.

Solutions? Take website offline OR use symlinks.

Eli White — Code & Release Management — Dutch PHP Conference 2009 — 6/13/2009
Rollbacks with rsync

You will need to rollback, expect it!

Solutions? rsync again OR use symlinks.

Eli White — Code & Release Management — Dutch PHP Conference 2009 — 6/13/2009
Questions?

For this presentation & more:


http://eliw.com/

Twitter: @eliw

Zend's DevZone:
http://dz.zend.com/

Rate Me: http://joind.in/592

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