src/pkg/README.pkg

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Introduction
------------

This README describes some basics about creating, modifying, and
building packages in ON.  All package creation in ON is done using
tools available to our customers.  If terminology in this document
is confusing, you may wish to review the pkg(5) manpage.

Packaging Overview
------------------

usr/src/pkg/ contains the definitions and rules needed to build an IPS
repository which contain the deliverables from an ON build.

The manifests directory contains all manifests, and has one file
per package.  For most packaging changes you only need to add or
change the packaging manifests themselves.

The build rules create a package repository.  Separate DEBUG and
non-DEBUG versions are built, and are available at:
    $CODEMGR_WS/packages/$MACH/nightly[-nd]/repo.redist

Building Packages
-----------------

The -p option to nightly will build the IPS repository.

Alternatively, in usr/src/pkg/Makefile there are make targets for:

	all
	    Process manifests into their final form with unresolved
	    dependencies before publication.

	install
	    Publish packages.

	gendeps
	    Run `pkgdepend resolve`.  See Dependencies section.

	protocmp
	    Compare the proto area against package definitions for
	    missing or incorrect files.

	pmodes
	    Check file and directory modes for best practices.

	check
	    Run protocmp and pmodes.

The build behavior may modified by the following variables:

	SUPPRESSPKGDEP
	    If SUPPRESSPKGDEP is set to "true" in your environment,
	    package dependencies will not be generated.  This variable
	    should not be set in normal builds as it will mask product
	    bugs.

	PKGDEBUG
	    If PKGDEBUG is set in your environment, $MAKE will print
	    detailed information about the commands it executes to
	    process and publish packages.

	ONNV_BUILDNUM
	    If ONNV_BUILDNUM is set to an older ON build number,
	    your packages will be published at that version instead
	    of the one defined in usr/src/Makefile.buildnum, which
	    is managed by the gatekeepers.

A set of intermediate build products are placed in
usr/src/pkg/packages.$MACH/.  These can be useful during development.

	.mog
	    The resulting package manifest after running pkgmogrify(1)
	    on the supplied manifest.  See below for details on
	    pkgmogrify(1) use in ON.

	.dep
	    The resulting manifest after running `pkgdepend generate`
	    on the .mog manifest.

	.res
	    The resulting manifest after running `pkgdepend resolve`
	    on the .dep manifest.

Incremental Builds
------------------

   If you want to process a subset of manifests, simply set PKGS on the
   make command line and specify the "all" target.  If you want to process
   them all, simply specify the "all" target.

   	% dmake -e PKGS="BRCMbnx BRCMbnxe" all
	% dmake -e all

   If you want to publish a subset of packages, simply set PKGS on the
   make command line and specify the "install" target.  Overriding PKGS
   will cause dependency resolution to be limited to PKGS from the
   current build, with a fallback to packages installed on the build
   system.  If you want to publish them all, simply specify the
   "install" target.

   	% dmake -e PKGS="BRCMbnx BRCMbnxe" install
	% dmake -e install

   You can also use package names, or package names with ".pub"
   extensions, as build targets.  This will cause processing or
   publication of the specified package(s).

   The on-disk repository will be initialized when it does not exist,
   or when you run nightly -p.  If you build incrementally,
   packages will simply be added to the existing repository.

   To do cross-platform packaging, prefix your target with (for
   example) "sparc/", as in "dmake sparc/install".  Note that we
   currently pull some license files directly from a built source
   tree, so if you do this in a workspace that had proto area copied
   in via nightly -U, then you'll need to set $SRC to point to the
   workspace that was actually built.

Testing Packages
----------------

To test the generated repository, you should use the "onu" tool
available from /opt/onbld/bin or usr/src/tools/scripts/ to setup and
upgrade your system.  A manpage is available in /opt/onbld/man
or usr/src/tools/scripts/onu.1.

Alternatively, you can manually start a pkg.depot(1M) server to
serve the generated repository to multiple test machines.

	Start up a depot on your build machine.
	    cd $CODEMGR_WS/packages/$MACH/nightly[-nd]
	    /usr/lib/pkg.depotd -d repo.redist -p <port> &

	    Make SURE you choose an unused port and the depot
	    starts successfully.

	    The depot can be started across NFS as well if you
	    have a fast pipe.

	Configure your test system.
	    pkg set-publisher -P -g http://<your server host>:<port> on-nightly
	    pkg set-publisher --non-sticky opensolaris.org
	    pkg uninstall entire

	pkg image-update your test system.
	    pkg image-update will upgrade all packages on your test system

Always make sure your bits are installed with image-update.
	Check your versions.
	    pkg info osnet-incorporation

	Multiple packages should be updated.
	    If you did a full build, all ON packages will be updated.
	    When image-update tells you that only one or two packages has
	    been updated, you likely did not get the updates you expected.

There are various tactics for troubleshooting a failed upgrade.
	Make sure entire is uninstalled.

	pkg install -nv osnet-incorporation@<your version>
	    Ask IPS to explicitly check if ON can be installed, and
	    if it can't, tell you why not.

	Obsolete and renamed packages can cause trouble.
	    pkg search -l ::pkg.renamed:true
	    pkg search -l ::pkg.obsolete:true


Making Packaging Changes
------------------------

Package definitions are in usr/src/pkg/manifests/, and have one
file per package, including for multi-architecture packages.  For
most packaging changes you only need to add or change the packaging
manifests themselves.  No packaging metadata may be kept outside of the
manifests. If you find yourself needing to modify usr/src/pkg/Makefile,
you're almost certainly doing something wrong.

Remember that the "check" target is available to check many of
your packaging changes.

We run pkgmogrify(1) over the manifests before publication.  This
allows us to apply a set of macros and package transformations in
order to make the manifests themselves easier to maintain.

We supply a set of commonly-used macros for use in package manifests.
These are the PKGMOG_DEFINES in usr/src/pkg/Makefile.

	$(i386_ONLY)
	$(sparc_ONLY)
	$(ARCH)
	$(ARCH32)
	$(ARCH64)
	$(PKGVERS), which is set to
	   $(PKGVERS_COMPONENT),$(PKGVERS_BUILTON)-$(PKGVERS_BRANCH)

pkgmogrify(1) also allows us to include a set of default transformations.
The definitions for these transforms are in usr/src/pkg/transforms/.  An
overview of their use is supplied here, but for a full accounting, please
read pkmogrify(1) and the files themselves.

	defaults
	    This transform is applied to all manifests.  It specifies
	    a set of sensible default permissions, a set of
	    directory locations for which the reboot-needed actuator
	    is always applied to files, and some other basic defaults.

	publish
	    This transform is applied to all manifests.  It ensures
	    that manifest lines which don't apply to the current
	    architecture are stripped.

	restart_fmri
	    This transform is applied to all manifests.  It modifies
	    all package manifest lines for SMF manifests in standard
	    locations to include an actuator which runs manifest-import
	    on installation/update/removal, as well as some others.  If
	    you're adding a new class of file that would benefit from
	    a restart or refresh of a specific SMF service, please add
	    it here.

	extract_metadata
	    This transform is applied to all manifests.  It deals with
	    manipulations required for packaging metadata like
	    pkg.renamed, and pkg.obsolete.

	hollow_zone_pkg
	    This transform is available for explicit inclusion in
	    some manifests.  It ensures that all contents of the
	    package are not installed within a non-global zone, but the
	    package and its metadata are available in order to satisfy
	    packaging dependencies.

pkgmogrify(1) also allows us to use comments and continuation lines
in our manifests.

Zones and Packages
------------------

pkg(5) uses variants to implement zones.  If a package is marked
with both global and non-global zone variants, the package contents will
be installed in both global and non-global by default.
	set name=variant.opensolaris.zone value=global value=nonglobal

Specific actions within a package can be tagged as applying to only
the global zone or only the non-global zones.

The hollow_zone_pkg transform described above is also available to
simplify a common packaging scenario.

Dependencies
------------

Package dependencies are automatically calculated during build time
using pkgdepend(1).  After you've done a build, you can verify your
dependencies in the <package>.res file described above.  If the
file is missing a dependency that you believe could be auto-detected,
please file a bug against pkgdepend(1).

Dependencies can be added manually using the "depend" action.  Please
add a comment describing why the dependency is required.

Moving Content Between Packages and Removing Content
----------------------------------------------------

pkg(5) tracks when content is removed from packages, and automatically
removes it.

If you need to move content between packages, there are two primary
things to do.

	"preserve" files must be marked with original_name.
	    The first time a "preserve" file moves between packages,
	    you must set original_name=<original package>:<file>
	    in that file's action.  Subsequent moves do not require
	    modification.

	Consider adding a dependency on the new package.
	    The only way a system will end up with a new package
	    after upgrade is if an existing package depends on it.

Renaming a Package
------------------

To rename a package, leave the old package manifest in place, but
empty it of all delivered content.  The old package should include:

	set name=pkg.fmri with the version set explicitly to the
	    build you're integrating into.  For example, if you wanted
	    to rename SUNWrmodu in build 133 you'd change the pkg.fmri
	    line to read
	    set name=pkg.fmri value=pkg:/SUNWrmodu@0.5.11,5.11-0.133

	set name=pkg.renamed value=true

	The architectures and variants you're renaming.  These
	    should just be copied from your old package, as you
	    must rename a package on all architectures and
	    variants simultaneously.

	A dependency on the new package.

If there were "preserve" files in the package you're renaming, make
sure to create original_name settings in the new package.

If there was a org.opensolaris.noincorp property in the package being
renamed, make sure you keep it in both the original and the renamed
packages.

EOFs and Removals
-----------------

To remove files, directories, drivers, or anything else within a package,
simply stop delivering them in the package.  IPS will manage the removal
of no longer delivered content.

Package removals have impact on the rest of the system.  Before marking
a package as obsolete, search in the OpenSolaris development
repository (http://pkg.opensolaris.org/dev or http://ipkg.sfbay/dev)
to find out if any other packages depend on the software you intend
to EOF.  If any packages do, you need to coordinate with those
consolidations.

The "slim_install" package may depend on ON packages.  If it does,
you must send a FLAG DAY message for ON users and PIT who test
install.  You must also file an installation bug to get that package
updated in the same build or earlier than you intend to integrate.
You should also test install yourself.  You can do this by replacing
the "slim_install" in your Distro Constructor manifest with the
explicit list of packages to install.

To remove a package, you must mark it as obsolete.  You must *also* mark
as obsolete any packages which are renamed ancestors of this package, and
remove their rename dependencies.  Here is what you must do.

To find rename ancestors, select all of the manifests which are renames,
then look for the one which was renamed to the package you care about.
For example, to find rename ancestors of 'system/zones', do the following:

    $ cd usr/src/pkg/manifests
    $ mypkgname=system/zones
    $ grep -l "fmri=pkg:/$mypkgname@" `grep -l pkg.renamed *.mf` /dev/null
    SUNWzone.mf

Make sure to check that the package has not undergone multiple renames!

    $ mypkgname=SUNWzone
    $ grep -l "fmri=pkg:/$mypkgname@" `grep -l pkg.renamed *.mf` /dev/null
    $

Once you have the renamed ancestor list, for *each* of the packages (the
newly obsolete package, and its renamed ancestors), edit the package as
follows:

	Update 'set name=pkg.fmri' with the version set explicitly to the
	    build you're integrating into.  For example, if you wanted
	    to remove SUNWwbsd in build 133 you'd change the pkg.fmri
	    line to read:
	    'set name=pkg.fmri value=pkg:/SUNWwbsd@0.5.11,5.11-0.133'

	Add 'set name=pkg.obsolete value=true'.

	Maintain the architecture and variant declarations in the
	    package you are obsoleting.  Note that you must obsolete a
	    package on all architectures and variants simultaneously.

	Delete everything else.

	If the package is a renamed ancestor, leave a comment behind as
        follows:

	   # Was renamed to <other-pkg-name>, both now obsolete.

Here is a complete example.  SUNWfoobar was a package which was renamed
to system/foobar in build 140, and then later obsoleted in build 150.
Note that in all cases the package FMRI is updated to the obsoletion
build, 150.

    SUNWfoobar.mf:
        # Was renamed to system/foobar, both now obsolete.
        set name=pkg.fmri value=pkg:/SUNWfoobar@0.5.11,5.11-0.150
        set name=pkg.obsolete value=true
        set name=variant.arch value=$(ARCH)

    system-foobar.mf:
	set name=pkg.fmri value=pkg:/system/foobar@0.5.11,5.11-0.150
	set name=pkg.obsolete value=true
	set name=variant.arch value=$(ARCH)

Creating a Package
------------------

The easiest thing is to copy a package similar to the one you're
trying to create.  Note that packages are no longer split on the
/usr and / boundary.

The following actions are required for all packages in ON.
	set name=pkg.fmri
	    Every package must have an FMRI.  That is the package's
	    name.

	set name=pkg.summary
	    Every package must have a short summary of its purpose.

	set name=pkg.description
	    Every package must have a one-sentence description of
	    its purpose.

	set name=variant.arch
	    Every package must specify which architectures it delivers.

	set name=info.classification
	    Every package must specify a category for the packaging GUI.
	    You must use an existing category, and may not invent new ones.
	    Existing categories and their subcategories are listed
	    in /usr/share/package-manager/data/opensolaris.org.sections.

	license
	    All packages must specify a set of license actions.  If
	    you're adding items here that are not already included in
	    usr/src/pkg/license_files, then you will also need to modify
	    usr/src/tools/opensolaris/license-list.

You don't need to set the following.  They're taken care of for all OS/Net
packages in the transforms/common_actions file.

	set name=variant.opensolaris.zone
	    Every package must specify whether it can be installed in
	    global zones, non-global zones, or both.  All ON packages are
	    delivered in both global and non-global zones.

	set name=org.opensolaris.consolidation value=osnet
	    All packages from OS/Net come from OS/Net...

Drivers and Packages
--------------------

Scripting is no longer required to deal with addition or removal of
drivers in ON.  A "driver" action should be specified for each driver,
and IPS will handle updates to all the driver files.