xref: /freebsd/share/man/man7/release.7 (revision e8e8c939350bdf3c228a411caa9660c607c27a11)
1.\" Copyright (c) 2002 Murray Stokely <murray@FreeBSD.org>
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3.\"
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25.\" $FreeBSD$
26.\"
27.Dd February 20, 2015
28.Dt RELEASE 7
29.Os
30.Sh NAME
31.Nm release
32.Nd "release building infrastructure"
33.Sh DESCRIPTION
34.Fx
35provides a complete build environment suitable for users to make
36full releases of the
37.Fx
38operating system.
39All of the tools necessary to build a release are available from the
40.Fx
41source code repository in
42.Pa src/release .
43A complete release can actually be built with only a single command,
44including the creation of ISO images suitable for burning to CD-ROM,
45memory stick images, and an FTP install directory.
46This command is aptly named
47.Dq Li "make release" .
48.Pp
49For some users, it may be desirable to provide an absolutely clean
50build environment, with no local modifications to the source tree or to
51.Xr make.conf 5 ,
52and with clean checkouts of specific versions of the doc, src, and ports
53trees.
54For this purpose, a script
55.Pq Pa src/release/release.sh
56is provided to automate these checkouts and then execute
57.Dq Li "make release"
58in a clean
59.Xr chroot 8 .
60.Pp
61Before attempting to build a release, the user is expected to be
62familiar with the contents of
63.Xr build 7 ,
64and should have experience upgrading systems from source.
65.Pp
66The release build process requires that
67.Pa /usr/obj
68be populated with the output of
69.Dq Li "make buildworld"
70and
71.Dq Li "make buildkernel" .
72This is necessary to provide the object files for the release or, when
73using
74.Pa release.sh ,
75so that the object files for a complete system can be installed into a clean
76.Xr chroot 8
77environment.
78.Pp
79If the target release build is for a different architecture or machine type,
80the
81.Va TARGET
82and
83.Va TARGET_ARCH
84variables must be used.
85See the supported
86.Fa release.conf
87variables for more information.
88.Pp
89The release procedure on some architectures may also require that the
90.Xr md 4
91(memory disk) device driver be present in the kernel
92.Pq either by being compiled in or available as a module .
93.Pp
94This document does not cover source code management, quality
95assurance, or other aspects of the release engineering process.
96.Sh CLEAN RELEASE GENERATION
97Official releases of
98.Fx
99are produced in a totally clean environment to
100ensure consistency between the versions of the src, ports, and doc trees
101and to avoid contamination from the host system
102.Po such as local patches, changes
103to
104.Xr make.conf 5 ,
105etc.
106.Pc .
107This is accomplished using the wrapper script
108.Pa src/release/release.sh .
109.Pp
110.Ic release.sh
111.Op Fl c Ar release.conf
112.Pp
113.Ic release.sh
114checks out the
115.Li src/ ,
116.Li ports/ ,
117and
118.Li doc/
119trees to
120.Va CHROOTDIR ,
121then calls
122.Dq Li "make buildworld"
123and
124.Dq Li "make installworld"
125to generate a
126.Xr chroot 8
127environment.
128Next,
129.Dq Li "make release"
130is run within the
131.Xr chroot 8
132environment and places the result in
133.Pa $CHROOTDIR/R .
134.Pp
135The optional
136.Fa release.conf
137configuration file supports the following variables:
138.Bl -tag -width Ev
139.It Va CHROOTDIR
140The directory within which the release will be built.
141.It Va CHROOT_MAKEENV
142Additional
143.Xr make 1
144arguments to pass through, which directly affect the
145tuning of the build chroot.
146.It Va SVNROOT
147The
148.Xr svn 1
149host used to check out the various trees.
150Defaults to
151.Pa svn://svn.FreeeBSD.org .
152.It Va SRCBRANCH
153The
154.Li src/
155branch to use.
156Defaults to
157.Va head/@rHEAD .
158.It Va DOCBRANCH
159The
160.Li doc/
161branch to use.
162Defaults to
163.Va head/@rHEAD .
164.It Va PORTBRANCH
165The
166.Li ports/
167branch to use.
168Defaults to
169.Va head/@rHEAD .
170.It Va TARGET
171The target machine type for cross-building a release.
172.It Va TARGET_ARCH
173The target machine architecture for cross-building a release.
174.Pp
175For the supported list of
176.Va TARGET
177and
178.Va TARGET_ARCH
179combinations, consult the output of
180.Dq make targets
181as documented in
182.Xr build 7 .
183.It Va KERNEL
184The target kernel configuration to use.
185Defaults to
186.Va GENERIC .
187Multiple
188.Va KERNEL
189entries may be specified.
190.It Va MAKE_CONF
191The
192.Xr make.conf 5
193to use for the release build.
194Defaults to
195.Fa /dev/null
196to prevent polluting the release with local system changes.
197.It Va SRC_CONF
198The
199.Xr src.conf 5
200to use for the release build.
201Defaults to
202.Fa /dev/null
203to prevent polluting the release with local system changes.
204.It Va MAKE_FLAGS
205Additional flags to pass to
206.Xr make 1 .
207.It Va WORLD_FLAGS
208Additional flags to pass to
209.Xr make 1
210during the
211.Dq buildworld
212phase.
213Defaults to setting the number of
214.Xr make 1
215jobs
216.Pq Ar -j
217to the number of CPUs available on a SMP-capable system.
218.It Va KERNEL_FLAGS
219Additional flags to pass to
220.Xr make 1
221during the
222.Dq buildkernel
223phase.
224Defaults to setting the number of
225.Xr make 1
226jobs
227.Pq Ar -j
228to half the number of CPUs available on a SMP-capable system.
229.It Va NODOC
230Set to a non-empty value to skip the
231.Li doc/
232tree checkout.
233When set,
234.Va NODOC
235will prevent the
236.Fa doc.txz
237distribution package from being created.
238.It Va NOPORTS
239Set to a non-empty value to skip the
240.Li ports/
241tree checkout.
242When set,
243.Va NOPORTS
244will prevent the
245.Fa ports.txz
246distribution package from being created.
247Setting this also sets
248.Va NODOC .
249.It Va WITH_DVD
250Set to a non-empty value to include the
251.Cm dvdrom
252target.
253.It Va WITH_COMPRESSED_IMAGES
254Set to a non-empty value to compress the release images with
255.Xr xz 1 .
256The original
257.Pq uncompressed
258images are not removed.
259.It Va XZ_THREADS Pq Vt int
260Set to the number of threads
261.Xr xz 1
262should use when compressing images.
263By default,
264.Va XZ_THREADS
265is set to
266.Va 0 ,
267which uses all available cores on the system.
268.It Va VCSCMD
269The command run to obtain the source trees.
270Defaults to
271.Qq Cm svn checkout .
272.It Va CHROOTBUILD_SKIP
273If defined, the
274.Li buildworld ,
275.Li installworld ,
276and
277.Li distribution
278stages of the
279.Xr chroot 8
280build environment setup are skipped.
281This is intended solely for cases where the
282.Xr chroot 8
283userland are provided by alternate means.
284.It Va SRC_UPDATE_SKIP
285Set to a non-empty value to prevent checkout or update of
286.Fa /usr/src
287within the
288.Xr chroot 8 .
289This is intended for use only when
290.Fa /usr/src
291is expected to exist by alternative means.
292.It Va DOC_UPDATE_SKIP
293Set to a non-empty value to prevent checkout or update of
294.Fa /usr/doc
295within the
296.Xr chroot 8 .
297This is intended for use only when
298.Fa /usr/doc
299is expected to exist by alternative means.
300.It Va PORTS_UPDATE_SKIP
301Set to a non-empty value to prevent checkout or update of
302.Fa /usr/ports
303within the
304.Xr chroot 8 .
305This is intended for use only when
306.Fa /usr/ports
307is expected to exist by alternative means.
308.El
309.Sh EMBEDDED BUILDS
310The following
311.Fa release.conf
312variables are relevant only to release builds for embedded systems:
313.Bl -tag -width Ev
314.It Va EMBEDDEDBUILD
315Set to a non-null value to enable functionality for embedded device
316release builds.
317.Pq This option is considered highly experimental.
318.Pp
319When set,
320.Va WITH_DVD
321is unset, and
322.Va NODOC
323is defined.
324Additionally,
325.Va XDEV
326and
327.Va XDEV_ARCH
328must also be defined.
329When the build environment is created,
330.Fa release.sh
331runs a separate build script located in an architecture-specific
332directory in
333.Pa src/release/${XDEV}/ .
334.It Va EMBEDDEDPORTS
335Set to the list of any ports that are required for the target device
336in the format of
337.Fa category/port .
338The
339.Fa devel/subversion
340port is built by default.
341.It Va CROCHETSRC
342Set to the source URL for the Crochet build tool.
343.It Va CROCHETBRANCH
344Set to the subversion branch from
345.Va ${CROCHETSRC}
346to use.
347Defaults to
348.Pa trunk .
349.It Va UBOOTSRC
350Set to the source URL of u-boot, if required.
351.It Va UBOOTBRANCH
352Set to the subversion branch from
353.Va ${UBOOTSRC}
354to use.
355Defaults to
356.Pa trunk .
357.It Va UBOOTDIR
358Set to the target directory within
359.Va ${CHROOTDIR}
360to check out
361.Va ${UBOOTSRC}/${UBOOTBRANCH} .
362.El
363.Sh VIRTUAL MACHINE DISK IMAGES
364The following
365.Fa release.conf
366variables are relevant only to virtual machine disk image builds:
367.Bl -tag -width Ev
368.It Va WITH_VMIMAGES
369Set to a non-null value to build virtual machine disk images as part
370of the release build.
371.Va WITH_VMIMAGES
372may also be specified as an envirionment variable passed to
373.Xr make 1 .
374.Pp
375The option requires
376.Xr mkimg 1
377version 20140927 or later.
378.It Va WITH_COMPRESSED_VMIMAGES
379Set to a non-null value to compress the virtual machine disk images with
380.Xr xz 1
381as part of the
382.Cm install
383.Xr make 1
384target.
385Note that compressing virtual machine disk images may take a very long
386time on some systems.
387.It Va VMBASE
388Set to change the name of the resulting virtual machine disk image file.
389The default value is
390.Va vm .
391.It Va VMSIZE
392Set to change the size of the virtual machine disk capacity.
393The default value is
394.Va 20G .
395See
396.Xr truncate 1
397for valid values.
398.Pp
399Virtual machine disk images are, by default, created as sparse images.
400When
401.Va WITH_COMPRESSED_VMIMAGES
402is used, the resulting files compressed with
403.Xr xz 1
404compress to roughly the same size, regardless of the specified disk image
405size.
406.It Va VMFORMATS
407Set to the target virtual disk image format(s) to create.
408By default, the
409.Va vhdf , Va vmdk , Va qcow2 ,
410and
411.Va raw
412formats are created.
413See
414.Xr mkimg 1
415for valid format values
416.Pq requires version 20140927 or later .
417.El
418.Pp
419For a list of supported
420.Va VMFORMATS
421values
422.Pq including cloud hosting provider formats
423along with a brief description, run:
424.Bd -literal -offset indent
425cd /usr/src
426make -C release list-vmtargets
427.Ed
428.Sh CLOUD HOSTING MACHINE IMAGES
429The
430.Fx
431release build tools support building virtual machine images for various
432cloud hosting providers, each with their own specific configuration to
433include support for each hosting provider by default.
434.Pp
435The following
436.Xr make 1
437environment variables are supported:
438.Pp
439.Bl -tag -width Ev
440.It Va CLOUDWARE
441Set to a list of one or more cloud hosting providers, enclosed in quotes.
442Requires
443.Va WITH_CLOUDWARE
444to also be set.
445.It Va WITH_CLOUDWARE
446Set to a non-empty value to enable building virtual machine images
447for various cloud hosting providers.
448Requires
449.Va CLOUDWARE
450to also be set.
451.El
452.Pp
453Additionally, the
454.Va CLOUDWARE
455and
456.Va WITH_CLOUDWARE
457variables can be added to
458.Pa release.conf ,
459and used in conjunction with
460.Pa release.sh .
461.Pp
462For a list of supported
463.Va CLOUDWARE
464values, run:
465.Bd -literal -offset indent
466cd /usr/src
467make -C release list-cloudware
468.Ed
469.Sh MAKEFILE TARGETS
470The release makefile
471.Pq Pa src/release/Makefile
472is fairly abstruse.
473Most developers will only be concerned with the
474.Cm release
475and
476.Cm install
477targets.
478.\" XXX: Some sort of introduction to this list?  All the others have one.
479.Bl -tag -width ".Cm packagesystem"
480.It Cm release
481Meta-target to build all release media and distributions applicable to this
482platform.
483.It Cm install
484Copy all produced release media to
485.Pa ${DESTDIR} .
486.It Cm cdrom
487Builds installation CD-ROM images.
488This may require the
489.Xr md 4
490(memory disk) device driver be present in the kernel
491(either by being compiled in or available as a module).
492This target produces files called
493.Pa disc1.iso
494and
495.Pa bootonly.iso
496as its output.
497.It Cm dvdrom
498Builds installation DVD-ROM images.
499This may require the
500.Xr md 4
501(memory disk) device driver be present in the kernel
502(either by being compiled in or available as a module).
503This target produces the
504.Pa dvd1.iso
505file as its output.
506.It Cm memstick
507Builds an installation memory stick image named
508.Pa memstick.img .
509Not applicable on all platforms.
510Requires that the
511.Xr md 4
512.Pq memory disk
513device driver be present in the kernel
514.Pq either by being compiled in or available as a module .
515.It Cm mini-memstick
516Similar to
517.Cm memstick ,
518with the exception that the installation distribution sets
519are not included.
520.It Cm ftp
521Creates a directory named
522.Pa ftp
523containing the distribution files used in network installations
524and suitable for upload to an FTP mirror.
525.It Cm vm-image
526Creates virtual machine disk images in various formats.
527The
528.Cm vm-image
529target requires the
530.Va WITH_VMIMAGES
531.Xr make 1
532envirionment variable to be set to a non-null value.
533.It Cm vm-cloudware
534Builds
535.Fx
536virtual machine images for various cloud hosting providers.
537See
538.Qq CLOUD HOSTING MACHINE IMAGES
539for implementation details.
540.It Cm list-cloudware
541Displays the list of valid
542.Va CLOUDWARE
543values.
544.It Cm list-vmtargets
545Displays the list of valid
546.Va VMFORMAT
547and
548.Va CLOUDWARE
549values.
550.El
551.Pp
552Major subtargets called by targets above:
553.Bl -tag -width ".Cm packagesystem"
554.It Cm packagesystem
555Generates all the distribution archives
556.Pq base, kernel, ports, doc
557applicable on this platform.
558.It Cm disc1
559Builds a bootable installation system containing all the distribution files
560packaged by the
561.Cm packagesystem
562target, and suitable for imaging by the
563.Cm cdrom ,
564.Cm dvdrom
565and
566.Cm memstick
567targets.
568.It Cm reldoc
569Builds the release documentation.
570This includes the release notes,
571hardware guide, and installation instructions.
572Other documentation, such as the Handbook,
573is built during the
574.Cm base.txz
575target invoked by
576.Cm packagesystem .
577.El
578.Sh ENVIRONMENT
579Optional variables:
580.Bl -tag -width ".Ev TARGET_ARCH"
581.It Ev OSRELEASE
582Optional base name for generated media images
583.Pq e.g., FreeBSD-9.0-RC2-amd64 .
584Defaults to the output of
585.Ic `uname -s`-`uname -r`-`uname -p`
586within the chroot.
587.It Ev WORLDDIR
588Location of a directory containing the src tree.
589By default, the directory
590above the one containing the makefile
591.Pq Pa src .
592.It Ev PORTSDIR
593Location of a directory containing the ports tree.
594By default,
595.Pa /usr/ports .
596If it is unset or cannot be found, ports will not be included in the release.
597.It Ev DOCDIR
598Location of a directory containing the doc tree.
599By default,
600.Pa /usr/doc .
601If it is unset or cannot be found, most documentation will not be included in
602the release; see
603.Ev NODOC
604below.
605.It Ev NOPORTS
606If defined, the Ports Collection will be omitted from the release.
607.It Ev NOSRC
608If set, do not include system source code in the release.
609.It Ev NODOC
610If defined, the XML-based documentation from the
611.Fx
612Documentation Project will not be built.
613However, the
614.Dq doc
615distribution will still be created with the minimal documentation set
616provided in
617.Pa src/share/doc .
618.It Ev TARGET
619The target hardware platform.
620This is analogous to the
621.Dq Nm uname Fl m
622output.
623This is necessary to cross-build some target architectures.
624For example, cross-building for PC98 machines requires
625.Ev TARGET_ARCH Ns = Ns Li i386
626and
627.Ev TARGET Ns = Ns Li pc98 .
628If not set,
629.Ev TARGET
630defaults to the current hardware platform.
631.It Ev TARGET_ARCH
632The target machine processor architecture.
633This is analogous to the
634.Dq Nm uname Fl p
635output.
636Set this to cross-build for a different architecture.
637If not set,
638.Ev TARGET_ARCH
639defaults to the current machine architecture, unless
640.Ev TARGET
641is also set, in which case it defaults to the appropriate
642value for that platform.
643Typically, one only needs to set
644.Ev TARGET .
645.El
646.Sh FILES
647.Bl -tag -compact -width Pa
648.It Pa /usr/doc/Makefile
649.It Pa /usr/doc/share/mk/doc.project.mk
650.It Pa /usr/ports/Mk/bsd.port.mk
651.It Pa /usr/ports/Mk/bsd.sites.mk
652.It Pa /usr/share/examples/etc/make.conf
653.It Pa /usr/src/Makefile
654.It Pa /usr/src/Makefile.inc1
655.It Pa /usr/src/release/Makefile
656.It Pa /usr/src/release/Makefile.vm
657.It Pa /usr/src/release/release.sh
658.It Pa /usr/src/release/release.conf.sample
659.It Pa /usr/src/release/tools/*.conf
660.It Pa /usr/src/release/tools/vmimage.subr
661.El
662.Sh EXAMPLES
663The following sequence of commands can be used to build a
664.Dq "-CURRENT snapshot":
665.Bd -literal -offset indent
666cd /usr
667svn co svn://svn.freebsd.org/base/head src
668cd src
669make buildworld buildkernel
670cd release
671make release
672make install DESTDIR=/var/freebsd-snapshot
673.Ed
674.Pp
675After running these commands, all produced distribution files (tarballs
676for FTP, CD-ROM images, etc.) are available in the
677.Pa /var/freebsd-snapshot
678directory.
679.Pp
680The following sequence of commands can be used to build a
681.Dq "-CURRENT snapshot"
682in a clean environment, including ports and documentation:
683.Bd -literal -offset indent
684cd /usr/src/release
685sh release.sh
686.Ed
687.Pp
688Optionally, a configuration file can be used customize the release build,
689such as the subversion revision to use, the branch of the subversion tree for
690.Li src/ ,
691.Li ports/ ,
692and
693.Li doc/ .
694.Bd -literal -offset indent
695cd /usr/src/release
696sh release.sh -c $HOME/release.conf
697.Ed
698.Pp
699After running these commands, all prepared release files are available in the
700.Pa /scratch
701directory.
702The target directory can be changed by specifying the
703.Va CHROOTDIR
704variable in
705.Li release.conf .
706.Sh SEE ALSO
707.Xr cc 1 ,
708.Xr install 1 ,
709.Xr make 1 ,
710.Xr svn 1 Pq Pa ports/devel/subversion ,
711.Xr uname 1 ,
712.Xr md 4 ,
713.Xr make.conf 5 ,
714.Xr build 7 ,
715.Xr ports 7 ,
716.Xr chroot 8 ,
717.Xr mtree 8 ,
718.Xr sysctl 8
719.Rs
720.%T "FreeBSD Release Engineering"
721.%U http://www.FreeBSD.org/doc/en_US.ISO8859-1/articles/releng/
722.Re
723.Rs
724.%T "FreeBSD Release Engineering of Third Party Packages"
725.%U http://www.FreeBSD.org/doc/en_US.ISO8859-1/articles/releng-packages/
726.Re
727.Rs
728.%T "FreeBSD Developers' Handbook"
729.%U http://www.FreeBSD.org/doc/en_US.ISO8859-1/books/developers-handbook/
730.Re
731.Sh HISTORY
732.Fx
7331.x
734used a manual checklist, compiled by
735.An Rod Grimes ,
736to produce a release.
737Apart from being incomplete, the list put a lot of specific demands on
738available file systems and was quite torturous to execute.
739.Pp
740As part of the
741.Fx 2.0
742release engineering effort, significant
743effort was spent getting
744.Pa src/release/Makefile
745into a shape where it could at least automate most of the tediousness
746of building a release in a sterile environment.
747.Pp
748For the
749.Fx 9.0
750release,
751.Pa src/release/Makefile
752was overhauled and the wrapper script
753.Pa src/release/generate-release.sh
754introduced to support the introduction of a new installer.
755.Pp
756For the
757.Fx 9.2
758release,
759.Pa src/release/release.sh
760was introduced to support per-build configuration files.
761.Pa src/release/release.sh
762is heavily based on the
763.Pa src/release/generate-release.sh
764script.
765.Pp
766At near 1000 revisions spread over multiple branches, the
767.Xr svn 1
768log of
769.Pa src/release/Makefile
770contains a vivid historical record of some
771of the hardships release engineers go through.
772.Sh AUTHORS
773.Pa src/release/Makefile
774was originally written by
775.An -nosplit
776.An Rod Grimes ,
777.An Jordan Hubbard ,
778and
779.An Poul-Henning Kamp .
780.Pp
781This manual page was originally written by
782.An Murray Stokely Aq Mt murray@FreeBSD.org .
783.Pp
784It was updated by
785.An Nathan Whitehorn Aq Mt nwhitehorn@FreeBSD.org
786to include the
787.Fa generate-release.sh
788script used for the
789.Fx 9.0
790release cycle.
791.Pp
792It was later updated by
793.An Glen Barber Aq Mt gjb@FreeBSD.org
794to include the
795.Fa release.sh
796script used for the
797.Fx 9.2
798release cycle.
799