Merge pull request #185 from AllenInstitute/release-preparations

Release preparations

Packages/doc/.gitignore

@@ -13,8 +13,6 @@ namespace
 namespacelist.rst
 IPNWB.rst
 ZeroMQ-XOP-Readme.rst
-reportingbugs.rst
-manualinstallation.rst
 backup_*.dot
 *.zip
 *.dot.svg

Packages/doc/developers.rst

@@ -0,0 +1,292 @@
+Developer
+=========
+
+Getting MIES
+------------
+
+Latest development version from master branch
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+-  ``git clone https://github.com/AllenInstitute/MIES``
+-  ``./tools/initial-repo-config.sh`` (Requires a Git Bash shell, named
+   Git terminal in SourceTree)
+
+Installation
+------------
+
+Select the installer for the latest release in the next section (Support
+statement). For manual installation instructions see `here <manualinstallation>`_.
+
+Pressure control may be implemented with ITC and/or NIDAQ hardware. For
+NIDAQ hardware, install the `NIDAQ Tool
+MX <https://www.wavemetrics.com/products/nidaqtools/nidaqtools.htm>`__
+package from Wavemetrics.
+
+Depending on the bitness (64 or 32) of the Igor Pro version you plan to
+use (64-bit is recommended) install either version 2.2.2 of the
+Multiclamp Commander (64bit) or version 2.1.0.16 (32-bit). Both can be
+downloaded from
+`here <http://mdc.custhelp.com/app/answers/detail/a_id/20059>`__.
+
+Arduino
+-------
+
+Setup
+~~~~~
+
+Advanced measurement modes like Yoking require an Arduino for triggering
+the DAC hardware. The following steps have to be performed in order to
+get a working setup:
+
+-  Get an `Arduino
+   UNO <https://www.arduino.cc/en/Main/ArduinoBoardUno>`__, for easier
+   PIN access a `screw
+   shield <http://www.robotshop.com/en/dfrobot-arduino-compatible-screw-shield.html>`__
+   comes in handy too
+-  Connect the device to the PC via USB
+-  Install the Arduino studio from
+   "Packages\\Arduino\\arduino-1.6.8-windows.exe"
+-  Extract "Packages\\Arduino\\Arduino-libraries-and-sequencer.zip" into
+   "C:\\Users\\$username\\Documents\\Arduino"
+-  Start Arduino studio and try connecting to the device
+-  Load and compile the installed sequence "Igor\_Sequencer3.ino"
+-  Connect Pin 12 and GND to the trigger input of the DAC hardware
+
+Usage
+~~~~~
+
+-  Connect Arduino
+-  Start Arduino studio and upload "Igor\_Sequencer3.ino"
+-  Start Igor Pro
+-  Open the panel from the Arduino menu
+-  Connect
+-  Upload Sequence
+-  The start of DAQ is done by MIES itself
+
+Building the documentation
+~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Required 3rd party tools
+^^^^^^^^^^^^^^^^^^^^^^^^
+
+-  `Doxygen <http://doxygen.org>`__ 1.8.15
+-  `Gawk <http://sourceforge.net/projects/ezwinports/files/gawk-4.1.3-w32-bin.zip/download>`__
+   4.1.3 or later
+-  `Dot <http://www.graphviz.org>`__ 2.38 or later
+-  `python <http://www.python.org>`__ 2.7 or later
+-  ``pip install -r Packages\doc\requirements-doc.txt``
+
+Execute ``tools/build-documentation.sh``.
+
+Release Handling
+----------------
+
+If guidelines are not followed, the MIES version will be unknown, and
+data acquisition is blocked.
+
+Cutting a new release
+~~~~~~~~~~~~~~~~~~~~~
+
+-  Checkout the master branch
+-  Check that MIES compiles
+-  Check that doxygen/sphinx/breathe returns neither errors nor warnings
+-  Paste the contents of ``Packages\doc\releasenotes_template.rst`` to
+   the top of ``Packages\doc\releasenotes.rst``
+-  Call ``tools\create-changelog.sh`` which generate a raw changelog and
+   fill ``releasenotes.rst`` with a cleaned up version of it.
+-  Tag the current state with ``git tag Release_X.Y_*``, see ``git tag``
+   for how the asterisk should look like
+-  Push the tag: ``git push --tags``
+-  Create the release branches:
+
+   -  ``git checkout -b release/X.Y``
+   -  ``git push -u origin release/X.Y``
+
+-  Change the bamboo jobs using release branches to use the branch
+   release/X.Y
+
+Creating a release package manually
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+-  Open a git bash terminal by choosing Actions->"Open in terminal" in
+   SourceTree
+-  Checkout the release branch ``git checkout release/$myVersion``
+-  If none exists create one with ``git checkout -b release/$myVersion``
+-  Change to the ``tools`` directory in the worktree root folder
+-  Execute ``./create-release.sh``
+-  The release package including the version information is then
+   available as zip file
+
+Installing a release
+~~~~~~~~~~~~~~~~~~~~
+
+-  Extract the zip archive into a folder on the target machine
+-  Follow the steps outlined in the section "Full Installation"
+
+Continuous integration server
+-----------------------------
+
+Our `CI server <http://bamboo.corp.alleninstitute.org/browse/MIES>`__,
+called bamboo, provides the following services for MIES:
+
+Automatic release package building
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+-  The release branch, ``release/$number`` with the highest ``$number``,
+   is polled every 3 minutes for changes
+-  If changes are detected, a clone is fetched, and inside a checked out
+   git working tree, the release script ``tools/create-release.sh`` is
+   executed.
+-  The result of the release script, called an artifact in CI-speech, is
+   then available as zip package from the `Package
+   section <http://bamboo.corp.alleninstitute.org/browse/MIES-RELEASE/latestSuccessful>`__.
+-  The release packaging job can be run on a linux box or on a windows
+   box with git for windows installed. This is ensured by a platform
+   requirement for the job.
+
+Compilation testing (Igor Pro 7.x 64bit only)
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+The full MIES installation and the partial installations are IGOR Pro
+compiled using a bamboo job. This allows to catch compile time errors
+early on. For testing compilation manually perform the following steps:
+
+-  Create in ``User Procedures`` a shortcut pointing to
+   ``Packages\MIES_Include.ipf`` and ``Packages\unit-testing``
+-  Remove the shortcut ``Packages\MIES_Include.ipf`` in
+   ``Igor Procedures``
+-  Close all Igor Pro instances
+-  Execute ``tools\compilation-testing\check_mies_compilation.bat``
+-  Watch the output
+
+Unit testing
+~~~~~~~~~~~~
+
+One of the bamboo jobs is responsible for executing our unit tests. All
+tests must be written using the `Igor Unit Testing
+Framework <http://www.igorexchange.com/project/unitTesting>`__ and
+referenced in the main test experiment located in
+``tools\unit-testing\RunAllTests.pxp`` For executing the tests manually
+perform the followings steps:
+
+-  Create in ``User Procedures`` a shortcut pointing to
+   ``Packages\MIES_Include.ipf``, ``Packages\unit-testing`` and
+   ``Packages\Testing-MIES``
+-  Remove the shortcut ``Packages\MIES_Include.ipf`` in
+   ``Igor Procedures``
+-  Close all Igor Pro instances
+-  Execute ``tools\unit-testing\autorun-test.bat``
+-  Watch the output
+
+Documentation building
+~~~~~~~~~~~~~~~~~~~~~~
+
+The documentation for the master branch is automatically built and
+uploaded by
+`this <http://bamboo.corp.alleninstitute.org/browse/MIES-CM>`__ bamboo
+job.
+
+Setting up a continous integration server (Linux)
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Preliminaries
+^^^^^^^^^^^^^
+
+-  Linux box with fixed IP
+-  Choose a user, here named ``john``, for running the tests.
+
+Enable remote access and auto login
+^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+
+-  Setup autologin into X for this user. E.g. for ``mdm`` add the
+   following lines to ``/etc/mdm/mdm.conf``:
+
+   .. code:: text
+
+       [daemon]
+       AutomaticLoginEnable=true
+       AutomaticLogin=john
+
+-  Restart the PC and test that autologin works.
+-  Setup remote SSH access with public keys. On the client (your PC!)
+   try logging into using SSH. Enable port forwarding
+   (``local: 5900 to localhost:5900``).
+-  ``apt-get install  gawk graphviz pandoc apache2 texlive-full tmux git x11vnc wget``.
+-  Checkout the mies repository
+-  Copy the scripts ``tools/start*.sh`` to ``/home/john``.
+-  Open a ssh terminal, execute ``~/start_x11vnc.sh`` and try connecting
+   to the remote X session using e.g. TightVNC and ``localhost:5900`` as
+   destination address.
+-  Install Multi Clamp Commander from
+   `here <http://mdc.custhelp.com/app/answers/detail/a_id/20059/session/L2F2LzIvdGltZS8xNTIyMTU1MzY1L3NpZC9jc3NxKkZJbg%3D%3D>`__
+   via ``env WINEPREFIX=$HOME/.wine-igor wine MultiClamp_2_2_2.exe``
+
+Install required software
+^^^^^^^^^^^^^^^^^^^^^^^^^
+
+-  (Relevant for Linux Mint 17 Qiana only) Add a file with the following
+   sources in ``/etc/apt/sources.list.d/``:
+
+   .. code:: text
+
+       deb http://ppa.launchpad.net/openjdk-r/ppa/ubuntu trusty main
+       deb-src http://ppa.launchpad.net/openjdk-r/ppa/ubuntu trusty main
+       deb http://ppa.launchpad.net/ubuntu-wine/ppa/ubuntu trusty main
+       deb-src http://ppa.launchpad.net/ubuntu-wine/ppa/ubuntu trusty main
+
+-  ``sudo apt-get update``
+-  ``sudo apt-get install wine openjdk-8-jre``
+-  Download and install doxygen (version 1.8.12 or later) from
+   `here <http://www.doxygen.org>`__.
+-  ``pip install -U breathe sphinx sphinxcontrib-fulltoc``
+-  Test if building the mies documentation works.
+-  Install the script ``tools/mies_deploy_documentation.sh`` as
+   described in its file header comment.
+
+Install Igor Pro
+^^^^^^^^^^^^^^^^
+
+-  Install Igor Pro 7 using wine as described
+   `here <http://www.igorexchange.com/node/1098#comment-12432>`__. The
+   last tested version was 7.01.
+
+Setup bamboo agent
+^^^^^^^^^^^^^^^^^^
+
+-  ``wget http://bamboo.corp.alleninstitute.org/agentServer/agentInstaller/atlassian-bamboo-agent-installer-5.14.1.jar``
+-  ``~/start_bamboo_agent.sh``
+-  In the bamboo web app search the agents list and add the capability
+   ``Igor`` to the newly created agent.
+-  Add the line ``su -c /home/john/start_bamboo_agent_wrapper.sh john``
+   to ``/etc/rc.local``. This ensures that the bamboo agent
+   automatically starts after a reboot.
+-  Reboot the PC and check that ``tmux attach bamboo-agent`` opens an
+   existing tmux session and that the bamboo agent is running.
+
+Bamboo jobs
+^^^^^^^^^^^
+
+-  Add bamboo jobs requiring the capability ``Igor``.
+-  Done!
+
+Setting up a continous integration server (Windows)
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+-  Windows 10 with "Remote Desktop" enabled user
+-  Install the folllowing programs:
+-  Java 8
+-  Git (choose the installer option which will make the Unix tools
+   available in cmd as well)
+-  Multiclamp Commander (see above for specifics)
+-  NIDAQ-mx driver package 19.0 or later
+-  NIDAQ-mx XOP from WaveMetrics
+-  HEKA Harware Drivers 2014-03 Windows.zip
+-  Igor Pro 7 and 8
+-  Install bamboo remote agent according to
+   http://bamboo.corp.alleninstitute.org/admin/agent/addRemoteAgent.action.
+-  Start Igor Pro and open a DA\_Ephys panel, lock the device. This will
+   not work, so follow the posted suggestions to get it working.
+-  Start the bamboo agent as normal user (not using the NT service)
+-  Add a new "Igor Pro" style capability to the agent in bamboo
+-  Be sure that the "git" capability and the "bash" capability are
+   present as well

Packages/doc/index.rst

@@ -4,7 +4,7 @@ Table of Contents
 .. toctree::
   :maxdepth: 1
 
-  readme
+  developers
   manualinstallation
   reportingbugs
   releasenotes