Wednesday, October 30, 2013

Release Life Cycle, Release Management, Release Engineering




    

Software Release Life Cycle
A software release life cycle is the sum of the stages of development and maturity for a piece of computer software: ranging from its initial development to its eventual release, and including updated versions of the released version to help improve software or fix bugs still present in the software.
Stages of Development
History
The origin of the "alpha/beta" test terminology is IBM. As long ago as the 1950s (and probably earlier), IBM used similar terminology for their hardware development. "A" test was the verification of a new product before public announcement. "B" test was the verification before releasing the product to be manufactured. "C" test was the final test before general availability of the product. As software became a significant part of IBM's offerings, the alpha test terminology was used to denote the pre-announcement test and beta test was used to show product readiness for general availability. Martin Belsky, a manager on some of IBM's earlier software projects claimed to have invented the terminology. IBM dropped the alpha/beta terminology during the 1960s, but by then it had gotten fairly wide notice. The usage of "beta test" to refer to testing done by customers was not done in IBM. Rather, IBM used the term "field test."
Pre-alpha
Pre-alpha refers to all activities performed during the software project before testing. These activities can include requirements analysis, software design, software development, and unit testing. In typical open source development, there are several types of pre-alpha versions. Milestone versions include specific sets of functions and are released as soon as the functionality is complete.
Alpha
The alpha phase of the release life cycle is the first phase to begin software testing (alpha is the first letter of the Greek alphabet, used as the number 1). In this phase, developers generally test the software using white box techniques. Additional validation is then performed using black box or gray box techniques, by another testing team. Moving to black box testing inside the organization is known as alpha release.
Alpha software can be unstable and could cause crashes or data loss. External availability of alpha software is uncommon in proprietary software. However, open source software, in particular, often have publicly available alpha versions, often distributed as the raw source code of the software. The alpha phase usually ends with a feature freeze, indicating that no more features will be added to the software. At this time, the software is said to be feature complete.
Beta
Beta, named after the second letter of the Greek alphabet, is the software development phase following alpha. It generally begins when the software is feature complete. Software in the beta phase will generally have many more bugs in it than completed software, as well as speed/performance issues and may still cause crashes or data loss. The focus of beta testing is reducing impacts to users, often incorporating usability testing. The process of delivering a beta version to the users is called beta release and this is typically the first time that the software is available outside of the organization that developed it.
The users of a beta version are called beta testers. They are usually customers or prospective customers of the organization that develops the software, willing to test the software without charge, often receiving the final software free of charge or for a reduced price. Beta version software is often useful for demonstrations and previews within an organization and to prospective customers. Some developers refer to this stage as a preview, prototype, technical preview (TP), or early access. Some software is kept in perpetual beta—where new features and functionality are continually added to the software without establishing a firm "final" release.
Open and Closed Beta
Developers release either a closed beta or an open beta; closed beta versions are released to a restricted group of individuals for a user test by invitation, while open beta testers are from a larger group, or anyone interested. The testers report any bugs that they find, and sometimes suggest additional features they think should be available in the final version. Examples of a major public beta test are:
  • In September 2000 a boxed version of Apple's Mac OS X Public Beta operating system was released.
  • Microsoft's release of community technology previews (CTPs) for Windows Vista in January 2005.
Open betas serve the dual purpose of demonstrating a product to potential consumers, and testing among an extremely wide user base likely to bring to light obscure errors that a much smaller testing team might not find.
Impact of the World Wide Web
As the Internet has facilitated rapid and inexpensive distribution of software, companies have begun to take a looser approach to use of the word "beta".[5] In February 2005 ZDNet published an article about the recent phenomenon of a beta version often staying for years and being used as if it were in production level, disparagingly called "perpetual beta". It noted that Gmail and Google News, for example, had been in beta for a long period of time and were not expected to drop the beta status despite the fact that they were widely used; however, Google News did leave beta in January 2006, followed by Google Apps, including Gmail, in July 2009.[6] This technique may allow a developer to delay offering full support and responsibility for remaining issues. In the context of Web 2.0, people even talk of perpetual betas to signify that some software is meant to stay in beta state. Also, "beta" is sometimes used to indicate something more like a release candidate, or as a form of time-limited demo, or marketing technique .
Release Candidate
A release candidate (RC) is a beta version with potential to be a final product, which is ready to release unless significant bugs emerge. In this stage of product stabilization, all product features have been designed, coded and tested through one or more beta cycles with no known showstopper-class bug. A release is called code complete when the development team agrees that no entirely new source code will be added to this release. There could still be source code changes to fix defects, changes to documentation and data files, and peripheral code for test cases or utilities. Beta testers, if privately selected, will often be credited for using the release candidate as though it were a finished product. Beta testing is conducted in a client's or customer's location and to test the software from a user's perspective.
Release
Release to Manufacturing (RTM)
The term "release to manufacturing", also known as "going gold", is a term used when a software product is ready to be delivered or provided to the customer. This build may be digitally signed, allowing the end user to verify the integrity and authenticity of the software purchase. A copy of the RTM build known as the "gold master" or GM is sent for mass duplication. RTM precedes general availability (GA), when the product is released to the public.
It is typically used in certain retail mass-production software contexts—as opposed to a specialized software production or project in a commercial or government production and distribution—where the software is sold as part of a bundle in a related computer hardware sale and typically where the software and related hardware is ultimately to be available and sold on mass/public basis at retail stores to indicate that the software has met a defined quality level and is ready for mass retail distribution. RTM could also mean in other contexts that the software has been delivered or released to a client or customer for installation or distribution to the related hardware end user computers or machines. The term does not define the delivery mechanism or volume; it only states that the quality is sufficient for mass distribution. The deliverable from the engineering organization is frequently in the form of a golden master media used for duplication or to produce the image for the web.
General availability (GA)
General availability (GA) is the marketing stage at which all necessary commercialization activities have been completed and a software product is available for purchase, depending, however, on language, region, electronic vs. media availability.[8] Commercialization activities could include security and compliance tests, as well as localization and world wide availability. The time between RTM and GA can be from a week to months in some cases before a generally available release can be declared because of the time needed to complete all commercialization activities required by GA. At this stage, the software has "gone live".
Release to Web
Release to web or web release is a means of software delivery that utilizes the Internet for distribution. No physical media are produced in this type of release mechanism by the manufacturer. Web releases are becoming more common as Internet usage grows.
Support
During its supported lifetime, software is sometimes subjected to service releases, or service packs, sometimes also called "interim releases". For example, Microsoft released three major service packs for the 32-bit editions of Windows XP and two service packs for the 64-bit editions. Such service releases contain a collection of updates, fixes and enhancements, delivered in the form of a single installable package. They may also implement new features. Some software is released with the expectation of regular support. Classes of software that generally involve protracted support as the norm include anti-virus suites and massively multiplayer online games. A good example of a game that utilizes this process is Minecraft, an Indie Game developed by Mojang, which features regular "updates" featuring new content and bug fixes.
End-of-Life
When software is no longer sold or supported, the product is said to have reached end-of-life, to be discontinued, retired, or obsolete, but user loyalty may continue its existence for some time, even long after its platform is obsolete—e.g., the Atari ST and Commodore's Amiga.
Release Management
Release Management is the process of managing software releases from development stage to software release. It is a relatively new but rapidly growing discipline within software engineering. As software systems, software development processes, and resources become more distributed, they invariably become more specialized and complex. Furthermore, software products (especially web applications) are typically in an ongoing cycle of development, testing, and release. Add to this an evolution and growing complexity of the platforms on which these systems run, and it becomes clear there are a lot of moving pieces that must fit together seamlessly to guarantee the success and long-term value of a product or project. The need therefore exists for dedicated resources to oversee the integration and flow of development, testing, deployment, and support of these systems. Although project managers have done this in the past, they generally are more concerned with high-level, "grand design" aspects of a project or application, and so often do not have time to oversee some of the more technical or day-to-day aspects. Release managers (aka "RMs") address this need. They must have a general knowledge of every aspect of the software development process, various applicable operating systems and software application or platforms, as well as various business functions and perspectives.
A Manager's roles are:
· Facilitator: serves as a liaison between varying business units to promote smooth and timely delivery of software products or updates.
· Gatekeeper: “holds the keys” to production systems/applications and takes responsibility for their implementations.
· Architect: helps to identify, create and/or implement processes or products to efficiently manage the release of code.
· Server application support engineer: help troubleshoot problems with an application (although not typically at a code level).
· Coordinator: utilized to coordinate disparate source trees, projects, teams and components.
Some of the challenges facing a software release manager include the management of:
· Software Defects
· Issues
· Risks
· Software change requests
· New Development Requests (Additional features and functions)
· Deployment and Packaging
· New Development Tasks
Impact of Agile Software Development on Release Management
Agile software development methodologies have driven radically higher numbers of release events in organizations where it has been adopted. More release events have corresponded to increased reliance on release management teams and their colleagues in IT Operations to track and execute complex application release processes. Operations teams have used methodologies—such as Information Technology Infrastructure Library ITIL v3 Book: Service Transition (which contains a section on release management) to improve their release management capabilities as they relate to both business applications and internal IT services. Agile has also driven development and operations teams to collaborate more closely during production release events—this trend is referred to as DevOps.
Release Management Software
For organizations to effectively operate a release management function they need to ensure they have processes and supporting tools. Release management software allows release teams to plan, manage and control the release schedule and track the status of each release to ensure production worthiness.
Release Management software also provides the added benefit of applying central governance and auditing over releases before decision-makers approve releases to production.
Release Engineering
Release Engineering, frequently abbreviated as "RE" or "Releng", is a sub-discipline in software engineering concerned with the compilation, assembly, and delivery of source code into finished products or other software components. Associated with the software release life cycle, it is often said[who?] that release engineering is to software engineering as manufacturing is to an industrial process. While it is not the goal of release engineering to encumber software development with a process overlay, it is often seen as a sign of organizational and developmental maturity.
Modern Release Engineering is concerned with several aspects of software production:
Identifiability: Being able to identify all of the source, tools, environment, and other components that make up a particular release.
Reproducibility: The ability to integrate source, third party components, data, and deployment externals of a software system in order to guarantee operational stability.
Consistency: The mission to provide a stable framework for development, deployment, audit and accountability for software components.
Agility: The ongoing research into what are the repercussions of modern software engineering practices on the productivity in the software cycle, i.e. continuous integration and push on green initiatives.
Release engineering is often the integration hub for more complex software development teams, sitting at the cross between development, product management, quality assurance and other engineering efforts, also known as DevOps. Release engineering teams are often cast in the role of gatekeepers (i.e. at Facebook, Google, Microsoft) for certain critical products where their judgement forms a parallel line of responsibility and authority in relation to production releases (pushes).
Frequently, tracking of changes in a configuration management system or revision control system is part of the domain of the release engineer. The responsibility for creating and applying a version numbering scheme into software—and tracking that number back to the specific source files to which it applies—often falls onto the release engineer. Producing or improving automation in software production is usually a goal of the release engineer. Gathering, tracking, and supplying all the tools that are required to develop and build a particular piece of software may be a release engineering task, in order to reliably reproduce or maintain software years after its initial release to customers.
While most software engineers, or software developers, do many or all of the above as a course of their work, in larger organizations the specialty of the release engineer can be applied to coordinate disparate source trees, projects, teams, and components. This frees the developers to implement features in the software and also frees the quality assurance engineers to more broadly and deeply test the produced software.
The release engineer may provide software, services, or both to software engineering and software quality assurance teams. The software provided may be build tools, assembly, or other reorganization scripts which take compilation output and place them into a pre-defined tree structure, and even to the authoring and creation of installers for use by test teams or by the ultimate consumer of the software. The services provided may include software build (compilation) automation, automated test integration, results reporting, and production of or preparation for software delivery systems—e.g., in the form of electronic media (CDs, DVDs) or electronic software distribution mechanisms.

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