xref: /freebsd/share/man/man7/release.7 (revision edf8578117e8844e02c0121147f45e4609b30680)
1.\" Copyright (c) 2002 Murray Stokely <murray@FreeBSD.org>
2.\" All rights reserved.
3.\"
4.\" Redistribution and use in source and binary forms, with or without
5.\" modification, are permitted provided that the following conditions
6.\" are met:
7.\" 1. Redistributions of source code must retain the above copyright
8.\"    notice, this list of conditions and the following disclaimer.
9.\" 2. Redistributions in binary form must reproduce the above copyright
10.\"    notice, this list of conditions and the following disclaimer in the
11.\"    documentation and/or other materials provided with the distribution.
12.\"
13.\" THIS SOFTWARE IS PROVIDED BY THE AUTHOR ``AS IS'' AND
14.\" ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE
15.\" IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE
16.\" ARE DISCLAIMED.  IN NO EVENT SHALL THE AUTHOR BE LIABLE
17.\" FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL
18.\" DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS
19.\" OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION)
20.\" HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT
21.\" LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY
22.\" OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF
23.\" SUCH DAMAGE.
24.\"
25.Dd August 6, 2023
26.Dt RELEASE 7
27.Os
28.Sh NAME
29.Nm release
30.Nd "release building infrastructure"
31.Sh DESCRIPTION
32.Fx
33provides a complete build environment suitable for users to make
34full releases of the
35.Fx
36operating system.
37All of the tools necessary to build a release are available from the
38.Fx
39source code repository in
40.Pa src/release .
41A complete release can be built with only a single command,
42including the creation of ISO images suitable for burning to CD-ROM,
43memory stick images, and a network install directory.
44This command is aptly named
45.Dq Li "make release" .
46.Pp
47For some users, it may be desirable to provide an absolutely clean
48build environment, with no local modifications to the source tree or to
49.Xr make.conf 5 ,
50and with clean checkouts of specific versions of the doc, src, and ports
51trees.
52For this purpose, a script
53.Pq Pa src/release/release.sh
54is provided to automate these checkouts and then execute
55.Dq Li "make release"
56in a clean
57.Xr chroot 8 .
58.Pp
59Before attempting to build a release, the user is expected to be
60familiar with the contents of
61.Xr build 7 ,
62and should have experience upgrading systems from source.
63.Pp
64The release build process requires that
65.Pa /usr/obj
66be populated with the output of
67.Dq Li "make buildworld"
68and
69.Dq Li "make buildkernel" .
70This is necessary to provide the object files for the release or, when
71using
72.Pa release.sh ,
73so that the object files for a complete system can be installed into a clean
74.Xr chroot 8
75environment.
76.Pp
77If the target release build is for a different architecture or machine type,
78the
79.Va TARGET
80and
81.Va TARGET_ARCH
82variables must be used.
83See the supported
84.Fa release.conf
85variables for more information.
86.Pp
87The release procedure on some architectures may also require that the
88.Xr md 4
89(memory disk) device driver be present in the kernel
90.Pq either by being compiled in or available as a module .
91.Pp
92This document does not cover source code management, quality
93assurance, or other aspects of the release engineering process.
94.Sh CLEAN RELEASE GENERATION
95Official releases of
96.Fx
97are produced in a clean environment to
98ensure consistency between the versions of the src, ports, and doc trees
99and to avoid contamination from the host system
100.Po such as local patches, changes
101to
102.Xr make.conf 5 ,
103etc.
104.Pc .
105This is accomplished using the wrapper script
106.Pa src/release/release.sh .
107.Pp
108.Ic release.sh
109.Op Fl c Ar release.conf
110.Pp
111.Ic release.sh
112checks out the
113.Li src/ ,
114.Li ports/ ,
115and
116.Li doc/
117trees to
118.Va CHROOTDIR ,
119then calls
120.Dq Li "make buildworld"
121and
122.Dq Li "make installworld"
123to generate a
124.Xr chroot 8
125environment.
126Next,
127.Dq Li "make release"
128is run within the
129.Xr chroot 8
130environment and places the result in
131.Pa $CHROOTDIR/R .
132.Pp
133The optional
134.Fa release.conf
135configuration file supports the following variables:
136.Bl -tag -width Ev
137.It Va CHROOTDIR
138The directory within which the release will be built.
139.It Va CHROOT_MAKEENV
140Additional
141.Xr make 1
142arguments to pass through, which directly affect the
143tuning of the build chroot.
144.It Va NOGIT
145Do not explicitly require the
146.Xr git 1
147port to be installed.
148.It Va GITROOT
149The
150.Xr git 1
151host used to check out the various trees.
152Defaults to
153.Pa https://git.FreeeBSD.org .
154.It Va SRCBRANCH
155The
156.Li src/
157branch to use.
158Defaults to
159.Fl b Va main .
160.It Va PORTBRANCH
161The
162.Li ports/
163branch to use.
164Defaults to
165.Va head/@rHEAD .
166.It Va TARGET
167The target machine type for cross-building a release.
168.It Va TARGET_ARCH
169The target machine architecture for cross-building a release.
170.Pp
171For the supported list of
172.Va TARGET
173and
174.Va TARGET_ARCH
175combinations, consult the output of
176.Dq make targets
177as documented in
178.Xr build 7 .
179.It Va KERNEL
180The target kernel configuration to use.
181Defaults to
182.Va GENERIC .
183Multiple
184.Va KERNEL
185entries may be specified.
186.It Va MAKE_CONF
187The
188.Xr make.conf 5
189to use for the release build.
190Defaults to
191.Fa /dev/null
192to prevent polluting the release with local system changes.
193.It Va SRC_CONF
194The
195.Xr src.conf 5
196to use for the release build.
197Defaults to
198.Fa /dev/null
199to prevent polluting the release with local system changes.
200.It Va MAKE_FLAGS
201Additional flags to pass to
202.Xr make 1 .
203.It Va WORLD_FLAGS
204Additional flags to pass to
205.Xr make 1
206during the
207.Dq buildworld
208phase.
209Defaults to setting the number of
210.Xr make 1
211jobs
212.Pq Ar -j
213to the number of CPUs available on a SMP-capable system.
214.It Va KERNEL_FLAGS
215Additional flags to pass to
216.Xr make 1
217during the
218.Dq buildkernel
219phase.
220Defaults to setting the number of
221.Xr make 1
222jobs
223.Pq Ar -j
224to half the number of CPUs available on a SMP-capable system.
225.It Va NOPORTS
226Set to a non-empty value to skip the
227.Li ports/
228tree checkout.
229When set,
230.Va NOPORTS
231will prevent the
232.Fa ports.txz
233distribution package from being created.
234.It Va WITH_DVD
235Set to a non-empty value to include the
236.Cm dvdrom
237target.
238.It Va WITH_COMPRESSED_IMAGES
239Set to a non-empty value to compress the release images with
240.Xr xz 1 .
241The original
242.Pq uncompressed
243images are not removed.
244.It Va XZ_THREADS Pq Vt int
245Set to the number of threads
246.Xr xz 1
247should use when compressing images.
248By default,
249.Va XZ_THREADS
250is set to
251.Va 0 ,
252which uses all available cores on the system.
253.It Va VCSCMD
254The command run to obtain the source trees.
255Defaults to
256.Qq Cm git clone Fl q .
257.It Va CHROOTBUILD_SKIP
258If defined, the
259.Li buildworld ,
260.Li installworld ,
261and
262.Li distribution
263stages of the
264.Xr chroot 8
265build environment setup are skipped.
266This is intended solely for cases where the
267.Xr chroot 8
268userland are provided by alternate means.
269.It Va SRC_UPDATE_SKIP
270Set to a non-empty value to prevent checkout or update of
271.Fa /usr/src
272within the
273.Xr chroot 8 .
274This is intended for use only when
275.Fa /usr/src
276is expected to exist by alternative means.
277.It Va PORTS_UPDATE_SKIP
278Set to a non-empty value to prevent checkout or update of
279.Fa /usr/ports
280within the
281.Xr chroot 8 .
282This is intended for use only when
283.Fa /usr/ports
284is expected to exist by alternative means.
285.El
286.Sh EMBEDDED BUILDS
287The following
288.Fa release.conf
289variables are relevant only to release builds for embedded systems:
290.Bl -tag -width Ev
291.It Va EMBEDDEDBUILD
292Set to a non-null value to enable functionality for embedded device
293release builds.
294.Pp
295When set,
296.Va WITH_DVD
297is unset.
298Additionally,
299.Va EMBEDDED_TARGET
300and
301.Va EMBEDDED_TARGET_ARCH
302must also be defined.
303When the build environment is created,
304.Fa release.sh
305runs a separate build script located in an architecture-specific
306directory in
307.Pa src/release/${EMBEDDED_TARGET}/ .
308.It Va EMBEDDEDPORTS
309Set to the list of any ports that are required for the target device
310in the format of
311.Fa category/port .
312.It Va EMBEDDED_TARGET
313When set, its value is passed to
314.Xr make 1
315to set the
316.Va TARGET
317.Pq value of Cm uname Fl m
318to cross build the target userland.
319.It Va EMBEDDED_TARGET_ARCH
320When set, its value is passed to
321.Xr make 1
322to set the
323.Va TARGET_ARCH
324.Pq value of Cm uname Fl p
325to cross build the target userland.
326.El
327.Sh VIRTUAL MACHINE DISK IMAGES
328The following
329.Fa release.conf
330variables are relevant only to virtual machine disk image builds:
331.Bl -tag -width Ev
332.It Va WITH_VMIMAGES
333Set to a non-null value to build virtual machine disk images as part
334of the release build.
335.Va WITH_VMIMAGES
336may also be specified as an environment variable passed to
337.Xr make 1 .
338.It Va WITH_COMPRESSED_VMIMAGES
339Set to a non-null value to compress the virtual machine disk images with
340.Xr xz 1
341as part of the
342.Cm install
343.Xr make 1
344target.
345Note that compressing virtual machine disk images may take a very long
346time on some systems.
347.It Va VMBASE
348Set to change the name of the resulting virtual machine disk image file.
349The default value is
350.Va vm .
351.It Va VMSIZE
352Set to change the size of the virtual machine disk capacity.
353The default value is
354.Va 20g .
355See
356.Xr makefs 8
357for valid values.
358.Pp
359Virtual machine disk images are, by default, created as sparse images.
360When
361.Va WITH_COMPRESSED_VMIMAGES
362is used, the resulting files compressed with
363.Xr xz 1
364compress to roughly the same size, regardless of the specified disk image
365size.
366.It Va VMFS
367(Deprecated.)
368Set to specify which of the filesystem(s) listed in
369.Va VMFSLIST
370is linked to the historical non-filesystem-labelled file name.
371Valid values are
372.Va ufs
373and
374.Va zfs .
375The default value is
376.Va ufs .
377.It Va VMFSLIST
378Set to specify the list of file system types to build images for.
379Valid values are one or both of
380.Va ufs
381and
382.Va zfs .
383The default value is
384.Va ufs zfs .
385.It Va VMFORMATS
386Set to the target virtual disk image format(s) to create.
387By default, the
388.Va vhdf , Va vmdk , Va qcow2 ,
389and
390.Va raw
391formats are created.
392See
393.Xr mkimg 1
394for valid format values.
395.El
396.Pp
397For a list of supported
398.Va VMFORMATS
399values
400.Pq including cloud hosting provider formats
401along with a brief description, run:
402.Bd -literal -offset indent
403cd /usr/src
404make -C release list-vmtargets
405.Ed
406.Sh CLOUD HOSTING MACHINE IMAGES
407The
408.Fx
409release build tools support building virtual machine images for various
410cloud hosting providers, each with their own specific configuration to
411include support for each hosting provider by default.
412.Pp
413The following
414.Xr make 1
415environment variables are supported:
416.Bl -tag -width Ev
417.It Va CLOUDWARE
418Set to a list of one or more cloud hosting providers, enclosed in quotes.
419Requires
420.Va WITH_CLOUDWARE
421to also be set.
422.It Va WITH_CLOUDWARE
423Set to a non-empty value to enable building virtual machine images
424for various cloud hosting providers.
425Requires
426.Va CLOUDWARE
427to also be set.
428.El
429.Pp
430Additionally, the
431.Va CLOUDWARE
432and
433.Va WITH_CLOUDWARE
434variables can be added to
435.Pa release.conf ,
436and used in conjunction with
437.Pa release.sh .
438.Pp
439For a list of supported
440.Va CLOUDWARE
441values, run:
442.Bd -literal -offset indent
443cd /usr/src
444make -C release list-cloudware
445.Ed
446.Sh MAKEFILE TARGETS
447The release makefile
448.Pq Pa src/release/Makefile
449is fairly abstruse.
450Most developers will only be concerned with the
451.Cm release
452and
453.Cm install
454targets.
455.\" XXX: Some sort of introduction to this list?  All the others have one.
456.Bl -tag -width ".Cm packagesystem"
457.It Cm release
458Meta-target to build all release media and distributions applicable to this
459platform.
460.It Cm install
461Copy all produced release media to
462.Pa ${DESTDIR} .
463.It Cm cdrom
464Builds installation CD-ROM images.
465This may require the
466.Xr md 4
467(memory disk) device driver be present in the kernel
468(either by being compiled in or available as a module).
469This target produces files called
470.Pa disc1.iso
471and
472.Pa bootonly.iso
473as its output.
474.It Cm dvdrom
475Builds installation DVD-ROM images.
476This may require the
477.Xr md 4
478(memory disk) device driver be present in the kernel
479(either by being compiled in or available as a module).
480This target produces the
481.Pa dvd1.iso
482file as its output.
483.It Cm memstick
484Builds an installation memory stick image named
485.Pa memstick.img .
486Not applicable on all platforms.
487Requires that the
488.Xr md 4
489.Pq memory disk
490device driver be present in the kernel
491.Pq either by being compiled in or available as a module .
492.It Cm mini-memstick
493Similar to
494.Cm memstick ,
495with the exception that the installation distribution sets
496are not included.
497.It Cm ftp
498Creates a directory named
499.Pa ftp
500containing the distribution files used in network installations
501and suitable for upload to an FTP mirror.
502.It Cm vm-image
503Creates virtual machine disk images in various formats.
504The
505.Cm vm-image
506target requires the
507.Va WITH_VMIMAGES
508.Xr make 1
509environment variable to be set to a non-null value.
510.It Cm vm-cloudware
511Builds
512.Fx
513virtual machine images for various cloud hosting providers.
514See
515.Qq CLOUD HOSTING MACHINE IMAGES
516for implementation details.
517.It Cm list-cloudware
518Displays the list of valid
519.Va CLOUDWARE
520values.
521.It Cm list-vmtargets
522Displays the list of valid
523.Va VMFORMATS
524and
525.Va CLOUDWARE
526values.
527.El
528.Pp
529Major subtargets called by targets above:
530.Bl -tag -width ".Cm packagesystem"
531.It Cm packagesystem
532Generates all the distribution archives
533.Pq base, kernel, ports, doc
534applicable on this platform.
535.It Cm disc1
536Builds a bootable installation system containing all the distribution files
537packaged by the
538.Cm packagesystem
539target, and suitable for imaging by the
540.Cm cdrom ,
541.Cm dvdrom
542and
543.Cm memstick
544targets.
545.It Cm reldoc
546Builds the release documentation.
547This includes the release notes,
548hardware guide, and installation instructions.
549Other documentation, such as the Handbook,
550is built during the
551.Cm base.txz
552target invoked by
553.Cm packagesystem .
554.El
555.Sh ENVIRONMENT
556Optional variables:
557.Bl -tag -width ".Ev TARGET_ARCH"
558.It Ev OSRELEASE
559Optional base name for generated media images when invoking the
560.Cm install
561target
562.Pq e.g., FreeBSD-12.1-RELEASE-amd64 .
563Defaults to the output of
564.Ic `uname -s`-`uname -r`-`uname -p`
565within the chroot.
566.It Ev WORLDDIR
567Location of a directory containing the src tree.
568By default, the directory
569above the one containing the makefile
570.Pq Pa src .
571.It Ev PORTSDIR
572Location of a directory containing the ports tree.
573By default,
574.Pa /usr/ports .
575If it is unset or cannot be found, ports will not be included in the release.
576.It Ev NOPORTS
577If defined, the Ports Collection will be omitted from the release.
578.It Ev NOSRC
579If set, do not include system source code in the release.
580.It Ev TARGET
581The target hardware platform.
582This is analogous to the
583.Dq Nm uname Fl m
584output.
585This is necessary to cross-build some target architectures.
586For example, cross-building for ARM64 machines requires
587.Ev TARGET_ARCH Ns = Ns Li aarch64
588and
589.Ev TARGET Ns = Ns Li arm64 .
590If not set,
591.Ev TARGET
592defaults to the current hardware platform.
593.It Ev TARGET_ARCH
594The target machine processor architecture.
595This is analogous to the
596.Dq Nm uname Fl p
597output.
598Set this to cross-build for a different architecture.
599If not set,
600.Ev TARGET_ARCH
601defaults to the current machine architecture, unless
602.Ev TARGET
603is also set, in which case it defaults to the appropriate
604value for that platform.
605Typically, one only needs to set
606.Ev TARGET .
607.El
608.Sh FILES
609.Bl -tag -compact -width Pa
610.It Pa /usr/doc/Makefile
611.It Pa /usr/doc/share/mk/doc.project.mk
612.It Pa /usr/ports/Mk/bsd.port.mk
613.It Pa /usr/ports/Mk/bsd.sites.mk
614.It Pa /usr/share/examples/etc/make.conf
615.It Pa /usr/src/Makefile
616.It Pa /usr/src/Makefile.inc1
617.It Pa /usr/src/release/Makefile
618.It Pa /usr/src/release/Makefile.vm
619.It Pa /usr/src/release/release.sh
620.It Pa /usr/src/release/release.conf.sample
621.It Pa /usr/src/release/tools/*.conf
622.It Pa /usr/src/release/tools/vmimage.subr
623.El
624.Sh EXAMPLES
625The following sequence of commands can be used to build a
626.Dq "-CURRENT snapshot":
627.Bd -literal -offset indent
628cd /usr
629git clone -b main https://git.freebsd.org/src.git src
630cd src
631make buildworld buildkernel
632cd release
633make obj
634make release
635make install DESTDIR=/var/freebsd-snapshot
636.Ed
637.Pp
638After running these commands, all produced distribution files (tarballs
639for FTP, CD-ROM images, etc.) are available in the
640.Pa /var/freebsd-snapshot
641directory.
642.Pp
643The following sequence of commands can be used to build a
644.Dq "-CURRENT snapshot"
645in a clean environment, including ports and documentation:
646.Bd -literal -offset indent
647cd /usr/src/release
648sh release.sh
649.Ed
650.Pp
651Optionally, a configuration file can be used to customize the release build:
652.Bd -literal -offset indent
653cd /usr/src/release
654sh release.sh -c $HOME/release.conf
655.Ed
656.Pp
657Configuration files specific to various supported embedded systems, such as
658the Raspberry Pi, exist in the directory corresponding to the
659.Va TARGET
660.Xr make 1
661variable.
662For example, to build an image for the Raspberry Pi:
663.Bd -literal -offset indent
664cd /usr/src/release
665sh release.sh -c arm/RPI-B.conf
666.Ed
667.Pp
668To build an image for the Raspberry Pi 3:
669.Bd -literal -offset indent
670cd /usr/src/release
671sh release.sh -c arm64/RPI3.conf
672.Ed
673.Pp
674After running these commands, all prepared release files are available in the
675.Pa /scratch
676directory.
677The target directory can be changed by specifying the
678.Va CHROOTDIR
679variable in
680.Li release.conf .
681.Sh COMPATIBILITY
682The reldoc target was removed in commit f61e92ca5a23, and
683.Ev DOCDIR ,
684.Ev DOCBRANCH ,
685.Ev DOC_UPDATE_SKIP ,
686and
687.Ev NODOC
688are therefore no longer supported.
689.Sh SEE ALSO
690.Xr cc 1 ,
691.Xr git 1 Pq Pa ports/devel/git ,
692.Xr install 1 ,
693.Xr make 1 ,
694.Xr mkimg 1 ,
695.Xr uname 1 ,
696.Xr md 4 ,
697.Xr make.conf 5 ,
698.Xr build 7 ,
699.Xr ports 7 ,
700.Xr chroot 8 ,
701.Xr mtree 8 ,
702.Xr sysctl 8
703.Rs
704.%T "FreeBSD Release Engineering"
705.%U https://docs.freebsd.org/en/articles/freebsd-releng/
706.Re
707.Rs
708.%T "FreeBSD Developers' Handbook"
709.%U https://docs.freebsd.org/en/books/developers-handbook/
710.Re
711.Sh HISTORY
712.Fx
7131.x
714used a manual checklist, compiled by
715.An Rod Grimes ,
716to produce a release.
717Apart from being incomplete, the list put a lot of specific demands on
718available file systems and was quite torturous to execute.
719.Pp
720As part of the
721.Fx 2.0
722release engineering effort, significant
723effort was spent getting
724.Pa src/release/Makefile
725into a shape where it could at least automate most of the tediousness
726of building a release in a sterile environment.
727.Pp
728For the
729.Fx 9.0
730release,
731.Pa src/release/Makefile
732was overhauled and the wrapper script
733.Pa src/release/generate-release.sh
734introduced to support the introduction of a new installer.
735.Pp
736For the
737.Fx 9.2
738release,
739.Pa src/release/release.sh
740was introduced to support per-build configuration files.
741.Pa src/release/release.sh
742is heavily based on the
743.Pa src/release/generate-release.sh
744script.
745.Pp
746At near 1000 revisions spread over multiple branches, the
747.Xr git 1
748log of
749.Pa src/release/Makefile
750contains a vivid historical record of some
751of the hardships release engineers go through.
752.Sh AUTHORS
753.Pa src/release/Makefile
754was originally written by
755.An -nosplit
756.An Rod Grimes ,
757.An Jordan Hubbard ,
758and
759.An Poul-Henning Kamp .
760.Pp
761This manual page was originally written by
762.An Murray Stokely Aq Mt murray@FreeBSD.org .
763.Pp
764It was updated by
765.An Nathan Whitehorn Aq Mt nwhitehorn@FreeBSD.org
766to include the
767.Fa generate-release.sh
768script used for the
769.Fx 9.0
770release cycle.
771.Pp
772It was later updated by
773.An Glen Barber Aq Mt gjb@FreeBSD.org
774to include the
775.Fa release.sh
776script used for the
777.Fx 9.2
778release cycle.
779