Perforce Branching Moving Fast from Theory to Practical Application
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1 Perforce Branching Moving Fast from Theory to Practical Application Document Version 2.0 Overview 1. Introduction 2. Branch Strategy Basics The Mainline Model Planned and Organic Release Processes More than one MAIN? 3. Directory Structure Considerations How Many Depots? Products, Product Families, and Projects Branch Container Directories 2
2 Overview 4. Interview: Release Process Classification Planned vs. Organic? Simple Patches or Complex Maintenance? Hosted, Licensed, or Burn & Ship? Generic Product or Custom? Scale? Large-scale, globally distributed? Sophistication? 5. Sample Case Studies 6. Q&A 3 Mainline Model Basics Recognize the need for temporary isolation of codelines Provide a clear path for integration of isolated codelines. Recognize the need for temporary divergence. Reduce excessive permutations of the code base. 4
3 The Mainline Model Sample Branch Diagram Rel (Release) 3.0-R 3.1-R MAIN 3.2-R Int (Integration) Dev (Development) Legend Branch (Codeline Creation) Promotion Refresh Refresh/Ignore 5 Integration Types - Refresh A Refresh: is intended to integrate changes in one codeline with changes made in other codelines. is an integration from a more formal to a less formal codeline. requires potentially complex merge work. can introduce instability in the target codeline. is best performed by an SME familiar with the software, coding language, requirements, etc. is often done as a retail operation, e.g. by subsystem or areas of subject matter expertise. 6
4 Integration Types - Promotion A Promotion: is intended to promote exact copies of tested, trusted software closer to Production. is an integration from a less formal to a more formal codeline. does not require complex resolve because the files are promoted as they are ( copy merged ). can be performed as a wholesale operation by a centralized Configuration Management or Release Engineering team who may be unfamiliar with the software. promotes the entire codeline from a known state as it meets ever-increasing quality bars for each level of promotion. 7 Integration Types - Selective A Selective Integration: is intended to cherry pick selected changes from a codeline, such as extracting a generic bug fix from a codeline normally used for custom development. 8
5 Directory Structure Notes More than one MAIN? Sure! Product Families Product vs. Project Branch Container Directories //Eng/MAIN/ProductX or //Eng/ProductX/MAIN 9 Version Control Areas (1 of 3) Source Area Contains originally contributed artifacts, such as source code, *.jpg images, etc. Branching Strategies apply mostly within the Source Area. Build Area A "no humans allowed" area, populated strictly by fully automated build processes. Contains compiled executables, libraries, APIs, packages, installers, etc. 10
6 Version Control Areas (2 of 3) Release Area Tracks exact "As Delivered files. Contains files branched from Build Area, plus files specific to particular release configuration, e.g. files that vary on a per-runtime environment basis or percustomer basis (even if they use the same build). Admin Area Contains spec depot, remote depots, Perforce management scripts, etc. 11 Version Control Areas (3 of 3) Import Area Contains files and histories exactly as they were imported from other version control systems (CVS, VSS, Subversion, ClearCase, etc.). Files are read-only. Doc Area Often published by web server, contains various documents (other than those that live in the source area). 12
7 Typical Depots (1 of 2) //Giz Source Code for Giz Product Family //Giz-Build Build area, populated only by fully automated build processes (no humans allowed). Contains various build configurations, e.g. 32/64 bit, debug/optimized, or Windows/Mac/Linux/Solaris. //Giz-Release Contains as-released software, suitable for distribution to runtime environments, burning to CDs or firmware, or otherwise delivered. 13 Typical Depots (2 of 2) //3rdParty Contains Commercial 3 rd Party Software, with an optional branching structure to support local modifications. //OpenSource Segregate all open source code used in your software, to promote reuse and simplify black duck analysis (analysis of potential legal liabilities introduced by inappropriate use of open source). 14
8 Interview Questions (1 of 6) 1. What best describes the primary development/release cycle? Planned Hyper Short Nominal Long Organic 15 Interview Questions (2 of 6) 2. Classify your Maintenance Requirements None (e.g. Hosted) Simple: Minimal maintenance of released products; the product structure isn't expected to change appreciably in maintenance Complex: Extensive, large scale development effort is focused on support of released products, which could take years. 16
9 Interview Questions (3 of 6) 3. What best describes the deployment model of your product: Hosted: No need to support old releases your clients run whatever software versions are running in the data center. Licensed Software Product: You need to support customers on multiple releases of your software. Burn & Ship: Major releases are shipped (e.g. burned into firmware or CDs). Patches may be required to shipped software. 17 Interview Questions (4 of 6) 4. Are all changes generic, or is there any need to support customizations? 5. If customization is required, can it be assumed that any given customer will be on exactly one version? Simple: Yes, any given customer will have exactly one version. No: We need to account for the possibility that a specific customer might use different versions of our product simultaneously (e.g. one version in their Production environment, another in their Training environment, yet another in an Evaluation environment, etc.). 18
10 Interview Questions (5 of 6) 6. How many developers/contributors are involved? How many geographic sites are involved? Is there (or are you trying to form) a formal QA organization? 19 Interview Questions (6 of 6) 7. Do users want Personal Development Branches (aka Sandboxes)? 8. Do you want Per-Bug branches? 20
11 Case Study #1: Overview Licensed software, large globally distributed development team, with formal QA Release Process Characteristics Planned Releases Large, Multi-Site Teams Simple Maintenance No Customization Support Generic Product Only Personal Development branches used sparingly 21 Case Study #1: Dir Structure //Eng Rel/<PROJECT>-R/[<ProductFamily>]/<Product>/... MAIN/[<ProductFamily>]/<Product>/... Int/<PROJECT>-Int/[<ProductFamily>]/<Product>/... Dev/<PROJECT>/[<ProductFamily>]/<Product>/... PD/<User>/<PROJECT>/[<ProductFamily>]/<Product>/... 22
12 Case Study #1: Branch Diagram Release 4.0-R (Release) 4.1-B (Beta) MAIN 4.1-R (Rel) Integration Legend Branch Refresh Promotion Dev 4.1 Performance 4.1 New Features & Fixes 23 Case Study #1: Dir Diagram //Eng Dev Int MAIN Rel GIZ-2.x-Int GIZ-2.0 GIZ-2.1 Giz Giz GIZ-1.0-R Giz Giz Giz 24
13 Case Study #1: Branch Specs Branch Type Branch Spec Source Target Personal PD.juser.GIZ-2.0.B //Eng/Dev/GIZ-2.0/Giz/ //Eng/PD/juser/GIZ-2.0/Giz/ Dev GIZ-2.0.B //Eng/Int/GIZ-2.x-INT/Giz/ //Eng/Dev/GIZ-2.0/Giz/ Dev GIZ-2.1.B //Eng/Int/GIZ-2.x-INT/Giz/ //Eng/Dev/GIZ-2.1/Giz/ Int GIZ-2.x-Int.B //Eng/MAIN/Giz/ //Eng/Int/GIZ-2.0-INT/Giz/ Rel GIZ-1.0-R.B //Eng/Rel/GIZ-1.0-R/Giz/ //Eng/MAIN/Giz/... Note that the default direction is always for a Refresh. 25 Case Study #2: Overview Embedded software, small development team Release Process Characteristics Planned Releases Simple Maintenance Customization Support 26
14 Case Study #2: Dir Structure //Eng Custom/<CUSTOMER>-C/[<ProductFamily>]/<Product>/... Rel/<PROJECT>-R/[<ProductFamily>]/<Product>/... MAIN/[<ProductFamily>]/<Product>/... Dev/<PROJECT>/[<ProductFamily>]/<Product>/ Case Study #2: Branch Diagram Navy-C Simple Promotion does not apply for Customization (Custom) Selective Integration Cherry Picking or Release MAIN 5.0-R (Release) 5.5-B (Beta)? 5.5-R (Rel) Development 5.5 New Features & Fixes 5.5 Performance Legend Branch Refresh (Selective) Promotion 28
15 Case Study #2: Dir Diagram //Eng Dev MAIN Rel Custom BALI-1.0-R NAVY-C BALI-2.0 Bali BALI-2.1 Bali Bali Bali Bali 29 Case Study #3: Overview Hosted Model Release Process Characteristics Organic and Planned Release Processes Small Development Team No Customization No Maintenance of old releases 30
16 Case Study #3: Dir Structure //Eng/ PROD/<HostedApp>/... MAIN/<HostedApp>/... ODEV/<HostedApp>/... Dev/<PROJEC>/<HostedApp>/ Case Study #3: Branch Diagram PROD MAIN ODEV (CONTENT) Content Freeze Dev (FUNCTIONALITY) Legend Branch Refresh Promotion 32
17 Case Study #3: Dir Diagram //Eng Dev MAIN PROD Acme3 Acme3 ODEV ACME3-2.0 Acme3 Acme3 33 Case Study #4: Overview Consulting Model Release Process Characteristics Organic Release Process No Production environment for generic product Extensive Custom Development No formal QA Small Development Team 34
18 Case Study #4: Dir Structure //Eng Custom/<CUSTOMER>-C/<Product>/... MAIN/<Product>/... DEV/<Product>/ Case Study #4: Branch Diagram PostOffice-C Acme-C Navy-C (Custom) MAIN Development Legend Branch Refresh (Selective) Promotion 36
19 Case Study #4: Dir Diagram //Eng DEV MAIN Custom Toolkit Toolkit NHState-C Toolkit 37 Questions? 38
20 Thank You! Perforce Branching Moving Fast from Theory to Practical Application 39
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