Are code freezes still relevant when using a continuous integration build setup? - continuous-integration

I've used a Continuous Integration server in the past with great success, and hadn't had the need to ever perform a code freeze on the source control system.
However, lately it seems that everywhere I look, most shops are using the concept of code freezes when preparing for a release, or even a new test version of their product. This idea runs even in my current project.
When you check-in early and often, and use unit tests, integration tests, acceptance tests, etc., are code freezes still needed?

Continuous integration is a "build" but it's part of the programming part of the development cycle. Just like the "tests" in TDD are part of the programming part of the development cycle.
There will still be builds and testing as part of the overall development cycle.
The point of continuous integration and tests is to shorten the feedback loops and give programmers more visibility. Ultimately, this does mean less problems in testing and builds, but it doesn't mean you no longer do the original parts of your development cycle - they are just more effective and can be raised to a higher level, since more tivial problems are being caught earlier in the development cycle.
So you will still have to have a code freeze (or at least a branch) in order to ensure the baseline for what you are shipping is as expected. Just because someone can implement something with a high degree of confidence does not mean it goes into your release without passing through the same final cycles, and the code freeze is an important part of that.
With CI, your code freezes can be very short, since your final build, testing and release may be very reliable, and code freeze may not even exist on small projects, since there is no need for a branch - you release and go right back into development on the next set of features very quickly.
I'd also like to add that CI and TDD allow the final build and testing phase to revert back closer to the traditional waterfall (do all dev, do all testing, then release), as opposed to the more continual QA which has been done on projects with weekly or monthly builds. Your testers can use the CI builds to give early feedback, but it's effectively a different sort of feedback than in the final testing, where you are looking for stability and reliability as opposed to functionality (which obviously was missed in the unit "tests" which the developers had built).

Code freezes are important, because continues integration does not replace runtime regression testing.
Having an application build and pass unit testing is only a small part of the challenge, ideally, when you freeze code for a release, you are signing off on two things:
This code has been fully regressioned, and is defect free
This code is EXACTLY the code that should be in production (for SOX compliance).
If your using a modern SCM, just fork the code at that point and start work on the next release in a branch, and do a merge when the project is deployed. (Of course, place a label so you can rollback that point if you need to apply a breaking patch).
Once code is in "release mode", it should not be touched.
Our typical process:
Development
||
\/
QAT
||
\/
UAT => Freeze until deploy date => Deploy => Merge and repeat
\ /
\- New Branch for future dev -------/
Of course, we usually have many parallel branches during development, that merge back up into the release stream before UAT.

The code freeze has more to do with QA than it has to do with Dev. The code freeze is the point where QA has said: "Enough. We only have bandwidth to fully test the new features added in so far." That doesn't mean dev doesn't have the bandwidth to add more features, it's just that QA needs time with a quiescent code base to ensure that everything works together.
If you're all in continuous integration mode (QA included) this could be just a freeze of a very short time while QA puts the final seal of approval on the whole package just before it goes out the door.
It all depends on how tightly your QA and regression testing are integrated into the dev cycle.
I'd second the votes already mentioned about SCM branching and allowing dev to continue on a different code branch than what QA is testing. It all goes back to the same thing. QA and regression testing need a quiescent code base for a period of time prior to release.

I think that code freezes are important because each new feature is a potential new source of bugs. Sure regression tests are great and help address this issue. But code freezes allow the developers to focus on fixing currently outstanding bugs and get the current feature set into a release worthy state.
At best, if I really wanted to develop new code during a code freeze, I would fork the frozen tree, do my work there, then after the freeze, merge the forked tree back in.

I'm going to sound like one of the context-driven people but the answer is "it depends".
Code Freeze is a strategy to cope with a problem. If you don't have the problem it is good at addressing, then no, it isn't needed. If you have another technique for addressing the problem, then no, it isn't needed.
Code Freeze is one technique for reducing risk. The advantages if brings are stability and simplicity. The disadvantage it brings are
Another technique is to use Branching, such as with "Feature Branches". The disadvantage of Branching is cost of dealing with the branches, of merging changes.
The technique you're describing for reducing risk is Automated Testing to give fast feedback. The trade-off here is increased velocity for some increased risk (you will miss some bugs).
Of these approaches I'm with you, I prefer the Automated Testing. But there are some situations, such as very high cost of failure, where a Code Freeze does provide a lot of value.

Related

Does implementing CI/CD require prerequisite steps?

I'm trying to understand CI/CD strategy.
Many CI/CD articles mention that it's a automation services of build, test, deploy phase.
I would to know does CI/CD concept have any prerequisites step(s)?
For example, if I make a simple tool that automatically builds and deploys, but test step is manual - can this be considered CI/CD?
There's a minor point of minutia that should be mentioned first: the "D" in "CI/CD" can either mean "Delivery" or "Deployment". For the sake of this question, we'll accept the two terms as relatively interchangeable -- but be aware that others may apply a more narrow definition, which may be slightly different depending on which "D" you mean, specifically. For additional context, see: Continuous Integration vs. Continuous Delivery vs. Continuous Deployment
For example, if I make a simple tool that automatically builds and deploys, but test step is manual - can this be considered CI/CD?
Let's break this down. Beforehand, let's establish what can be considered "CI/CD". Easy enough: if your (automated) process is practicing both CI (continuous integration) and CD (continuous deployment), then we can consider the solution as being some form of "CI/CD".
We'll need some definitions for CI and CD (see above link), which may vary by opinion. But if the question is whether this can be considered CI/CD, we can proceed on the lowest common denominator / bare minimum of popular/accepted definitions and apply those definitions liberally as they relate to the principles of CI/CD.
With that context, let's proceed to determine whether the constituent components are present.
Is Continuous Integration being practiced?
Yes. Continuous Integration is being practiced in this scenario. Continuous integration, in its most basic sense, is making sure that your ongoing work is regularly (continually) integrated (tested).
The whole idea is to combat the consequences of integrating (testing) too infrequently. If you do many many changes and never try to build/test the software, any of those changes may have very well broken the build, but you won't know until the point in time where integration (testing) occurs.
You are regularly integrating your changes and making sure the software still builds. This is unequivocally CI in practice.
But there are no automated tests?!
One may make an objection to the effect of "if you're not running what is traditionally thought of as tests (unit|integration|smoke|etc) as part of your automated process, it's not CI" -- this is a demonstrably false statement.
Even though in this case you mention that your "test" steps would be manual, it's still fair to say that simply building your application would be sufficient to meet the basic definition of a "test" in the sense of continuous integration. Successfully building (e.g. compiling) your code is, in itself IS a test. You are effectively testing "can it build". If your code change breaks the compile/build process, your CI process will tell you so right after committing your code -- that's CI in action.
Just like code changes may break a unit test, they can also break the compilation process -- automating your build tests that your changes did not break the build and is, therefore, a kind of continuous integration, without question.
Sure, your product can be broken by your changes even if it compiles successfully. It may even be the case that those software defects would have been caught by sufficient unit testing. But the same could be said of projects with proper unit tests, even projects with "100% code coverage". We certainly don't consider projects with test gaps as not practicing CI. The size of the test gap doesn't make the distinction between CI and non-CI; it's irrelevant to the definition.
Bottom line: building your software exercises (integrates/tests) your code changes, if even only in a minimally significant degree. Doing this on a continuous basis is a form of continuous integration.
Is Continuous Deployment/Delivery being practiced
Yes. It is plain to see in this scenario that, if you are deploying/delivering your software to whatever its 'production environment' is in an automated fashion then you have the "CD" component to CI/CD, at least in some minimal degree. The fact that your tests may be manual is not consequential.
Similar to the above, reasonable people could disagree on the effectiveness of the implementation depending on the details, but one would not be able to make the case that this practice is non-CD, by definition.
Conclusion: can this practice be considered "CI/CD"?
Yes. Both elements of CI and CD are present in at least a minimum degree. The practices used probably can't reasonably be called non-CI or non-CD. Therefore, it should be concluded this described practice can be considered "CI/CD".
I think it goes without saying that the described CI/CD process has gaps and could benefit from improvement and, with the lack of automated tests and other features, doesn't reap all the possible benefits of a robust CI/CD process could offer. However, this doesn't render the process non-CICD by any means. It's certainly CI/CD in practice; whether it's a particularly good or robust CI/CD practice is a subject of opinion.
does CI/CD concept have any prerequisites step(s)?
No, there are no specific prerequisites (like writing automated software tests, for example) to applying CI/CD concepts. You can apply both CI and CD independently of one another without any prerequisites.
To further illustrate, let's think of an even more minimal project with "CI/CD"...
CD could be as simple as committing to the main branch repository of a GitHub Pages. If that same Pages repo, for example, uses Jekyll, then you have CI, too, as GitHub will build your project automatically in addition to deploying it and inform you of build errors when they occur.
In this basic example, the only thing that was needed to implement "CI/CD" was commit the Jekyll project code to a GitHub Pages repository. No prerequisites.
There's even cases where you can accurately consider a project as having a CI process and the CI process might not even build any software at all! CI could, for example, consist solely of code style checks or other trivial checks like checking for newlines at the end of files. When projects only include these kinds of checks alone, we would still call that check process "CI" and it wouldn't be an inaccurate description of the process.

Why smoke tests are useful with Continuous Integration?

We usually do smoke tests to check critical functionalities whenever we receive a new build. After executing the smoke tests, we are sure to go to next stage (next level of testing). I heard from my colleagues that smoke tests are really useful when your team employs Continuous Integration and DevOps. Smoke tests are always beneficial, but how it will be more beneficial with the combination of CI and DevOps?
Testing is interesting and every time a new challenge for QA which requires higher level of efforts in the final deployment of product. This consist of continuous delivery in continuous integration environment. In this continuous deployment process, requires testing to be followed in parallel in order to keep the process moving.
I've usually heard smoke testing used to refer to manual testing that you run to sanity-check builds. This article defines smoke testing as follows:
Smoke Testing, also known as “Build Verification Testing”, is a type
of software testing that comprises of a non-exhaustive set of tests
that aim at ensuring that the most important functions work. The
results of this testing is used to decide if a build is stable enough
to proceed with further testing.
First, I would certainly hope that people are doing this whenever they check code into the main branch to ensure that their changes didn't break the software in some obvious way. That holds whether you're doing continuous integration or not. (One of my personal pet peeves has always been people who check in code and then leave for the day without checking to make sure that it worked).
Also, keep in mind that in a typical CI cycle nowadays a build will often occur with every checkin to the main branch (or, at a minimum, there will be a nightly automated build; at my current company we have both), so you don't really have time to manually run your entire test suite for every build. One of the main purposes of CI is to have integration (and, as an extension, builds) occur much more frequently than is typical in other kinds of development cycles.
As one final comment: if you're doing continuous integration, I'd strongly encourage you to have some kind of automated testing (e.g. coded UI tests, unit tests, etc.) as part of that. Those can provide basic smoke/sanity testing and regression testing and reduce the burden of having to do all of it manually for every build.

Single package in continuous delivery pipeline when building in parallel

My company is using Jenkins for continuous integration and I'm trying to move towards CD. I'm using git hub as a code repository. Right now we are merging feature branches into a uat environment and when a particular feature has been accepted the feature branch will be merged to our production branch.
This is obviously dangerous because two changes could be tested together and deployed separately.
Ideally we would have a package tested and deployed without rebuilding but I'm having trouble seeing how this is possible. If two people work on two different features, the first is finished, packaged and goes into testing, the second is then finished and packaged without the first? But then how can I deploy the package without invalidating the testing of the other feature?
I'm not sure on the correct way to integrate features with a single deployable package.
Any help would be greatly appreciated.
Further,
If you look at http://ptgmedia.pearsoncmg.com/images/chap5_9780321601919/elementLinks/fig5_6.jpg
my concern is that check-in 1 can be deployed when it passes acceptance testing and that package will be deployed, but what if acceptance testing failed? Check-in 5 contains the same problem as check-in 1 so no deployment to production can be done until check-in 1 is fixed or removed. Removing the change would be annoying as there could be multiple commits to be removed, and a fix + testing could take a long time.
Continuous Delivery is an extension of Continuous Integration. CI is all about evaluating your changes in the context of everyone else's on a frequent basis (if you commit less than once per day it can't count as CI)
Branching, of any kind, is all about isolating change and so is fundamentally at odds with CI. Feature branching and CI are opposed.
What most organisations do is merge branches before testing. This compromises the value of the feature branch, but retains the value of CI. If you don't do this then the CI has little real value for the reasons that you describe - you are not evaluating changes in a realistic context.
Sorry but you can't have both, they are opposites!
Regarding the difference in cycle time of hotfixes vs less critical things have you looked into feature toggles? http://martinfowler.com/bliki/FeatureToggle.html
If you want to do Continuous Delivery then branching is a no-no. Well, mostly. Releases should be tagged in SCM, the fix applied to release and merged back into HEAD.
You should also have automated tests to prove the fix actually fixes the problem. This might be hard in some circumstances. In that case the minimum you should do is verify the fix doesn't break existing behaviour (if that's the intention of the fix).
Feature toggles are good, so is branching by abstraction, however in practice this is adopted only by the most mature and experienced teams who have adopted CD. I suspect you're not at that point yet, so this will help you overcome your bump until you're more comfortable with CD.
If two features are supposed to be deployed at the same time, then I guess you should use the TDD principle of creating a FAILING test first, then implementing code to make it go green. Check that test in, so no build can move forward until you've got it implemented. This will make it absolutely clear this build isn't destined for production, as the feature isn't complete. Not a good idea for this test to be a CI, but at a latest phase of testing... providing you have multiple test phases that is!

What's the most efficient way for a developer to switch between tasks?

I'm looking for a workflow-type description of the series of steps you perform to switch from one software development task to another. If a step involves a tool, please specify which tool and how it's used. The goal of the workflow is to have the smoothest possible transition from task #1 to task #2 and back to task #1.
Consider this scenario...
You're implementing a new user story and, while you've made progress so far today, it's not quite done and you haven't implemented your tests yet.
Your lead comes to you with a high priority bug that's blocking your test team. You need to stop what you're doing and get the bug fixed. The bug is in a build from three days ago, which is the most recent build the test team has picked up.
You can fix the bug in a new version of the sources, but it has to be a stable version and can't include the incomplete feature you're currently working on.
Alt + Tab is how we do it.
Task switching is a thing of the brain. I don't think there is a tool to do that for you. If there is, I am also interested.
Each person has its own way of preparing, some don't prepare at all and are in another thing like a snap, some take more time etc. It depends on the man/woman.
Sure, you can try to create some mental milestones (taking a note, place a reminder etc) to return to it when getting back to the task, but this again depends on other factors (how long was the task switch, how quiet the office, familiarity with the task, moon phases etc).
The most efficient way for a developer to switch between tasks I think is subjective.
Meanwhile, have you read the Human Task Switches Considered Harmful from Joel Spolsky?
I would say the steps you need to take in the scenario you describe are 100% dependent on the development environment and tools you have set up.
Using Perforce for source code version control, we have set up a branching system where the releases are separate from development work and all development branches stem from a single "acceptance" branch. Each branch is used for a single issue, or for a set of very closely related issues. No other issues can be worked on in a branch until the changes have been integrated up to the acceptance branch.
Yes, it does mean we have a lot of branches. Yes, we do a lot of syncing (acceptance down to a work branch) and integrating (work branch up to acceptance). But its worth is incalculable when it comes to easily switching from one task to another, going back to a test-built, spotting two issues biting each other, etc.
After development has done its thing (including their own tests), an issue is tested by the QA team. First in isolation in its own branch. After that is is integrated into the acceptance branch and a regression test is done to find any problems with independent issues biting each other. When all issues for a release have thus been integrated into acceptance, a full regression and new functionality test is executed by the QA team.
So, the acceptance branch is always the "latest" state of development for the app.
In this set up the scenario you describe would play out as:
Leave my current task as it is, possibly check in any outstanding changes so as not to lose them when my computer crashes. If that means breaking a daily build of that branch, I wouldn't check in, unless it is easy to fix the compile errors. (Please note that we have many apps in our application suite and while my changes may compile in the app I am working on, they may still break the compilation of other apps in our suite) Our rule is: each submit may break functionality, but must not break the build process.
Find an "empty" branch - a branch that is not currently being used for any development work, or, if all branches are taken, create a new one.
Force sync the acceptance branch and the selected work branch so my machine is guaranteed to have the latest state for both branches.
Synchronize (forced if necessary) the latest state of the acceptance branch to the work branch, so the selected work branch is the same as the acceptance branch.
Open up that branch's application suite in the IDE, debug and solve. Submit to the work branch.
Tell QA to have a look at it in the work branch. If they are satisfied with it, integrate the changes up to acceptance so they can continue their test.
Switch the IDE back to work on the application suite in the branch I was working on before.
Rinse and repeat.
Considering your scenario,
you could check out the stable version of sources in another working copy, correct the bug, commit.
When you come back to your incomplete work, do an update and continue to work.
When you're working on something you usually have a few ideas, few things you're planning to do, some stuff that is not clear and has to be solved later. It tends to get lost when you switch to other task.
I found it useful to write them down somewhere - take a brain snapshot. Later it's easier to restore it and get back faster to your original task.
I make a note of every file I'm working on inside of a Task/Todo item with a reminder in approx. the amount of time I will be away from it. Then I save and close each of those files to prevent them from distracting me/eliminate the clutter/create room for the new task on my desktop. I have the memory of a flea, so I need all the help I can get.

How to migrate from "Arcane Integration" to Continuous Integration?

Right now a project I'm working on has reached a level of complexity that requires more than a few steps (actually its become arcane!) to produce a complete/usable product. And unfortunately we didn't start out with a Continuos Integration mindset, so as you can imagine its kind of painful at times, and at others I can easily waste half a day trying to get a clean/tested build.
Anyways as any HUGE project it consists of many components in many different languages (not only enterprise style Java or C# for example), as well as many graphical, and textual resources. Now the problem is that when I look for Continuos Integration, I always find best practices and techniques that assume one is starting a new project, from the ground up. However this isn't a new project, so I was wondering what are some good resources to proactively start migrating from Arcane Integration towards Continuos Integration :)
Thanks in advance!
Here it is in two simple (hah) steps.
Go for the repeatable build:
Use source control, get all code checked in.
Establish and document all tools used to build (mainly, which compiler version). Have a repeatable deployment and set up process for these tools.
Establish and document clearly any resources which are necessary to build, but are not checked in (third party installations, service packs, etc). Have a repeatable deployment and set up process for these dependencies.
Before commiting to source control, developers must
update their working copy
successfully build
run and pass automated tests
These steps can be done 1 at a time, sort of a path to follow. You'll get benefits at each stage. For example, if you aren't using source control at all, just getting the code into source control (without anything else) is a big step forward. Also, if there are no automated tests, then developers can't run them - but they can still get the prior commits and get the compiler to check their work.
If you can do all of these, you'll get to a nice sane place.
The goals are repeatable build processes and developers that are plugged in to how their changes affect the build and other developers.
Then you can reap the bonuses by establishing higher compliance:
Developers establish a frequent commit habit. Code that is in the working copy should never be more than 1 day old.
Automated build process monitors source control for check-ins and gets the results to a place where the users can accept them (such as a test environment, a preview website, or even simply placing an .exe where the user can find it).
The same way you eat an elephant (one bite at a time) ;-) Continuous integration requires an automated build. Start with that. Automate the building of each piece. Ant or NAnt is a great way to do this. Have each component's construction be a NAnt task. Then your entire system build can aggregate those individual tasks.
From there, you can add tasks for deployment, for unit testing, etc. If you want to use a CI technology, you can wire it up to your NAnt build.
I would start by first writing down all the steps it takes you to do the build and test manually. After that you at least have a guide for doing it the old way, and writing things down gives you the chance to look at it as a complete process.
Then look for parts to script.
Ideally you want to trigger a build and test from a code commit and only rebuild and retest the changed parts, with perhaps a full build and test nightly or weekly. You'll need log files or database entries and reports on the build success or lack of it.
You'll want to search out and evaluate pre-built products and open-source build-your-own kits. You can certainly write all the scripting and reporting yourself, but it will take a while and you'll probably end up with a just barely good enough reporting system since your job is coding the product, not coding the build system. :-)
I would guess that migrating isn't really an option--Half-ass solutions will only make it worse.
My approach would be to take one creative engineer who understands the build process, sit him down and say "Fix this". Give him a week or two.
The end goal would be a process that runs beginning to end with a single make command.
I also recommend an automated "Setup" procedure where you simply do a checkout and run a batch file from a network share to install and build all your tools. The amount of time this will save overall is staggering if you bring in new programmers. Most projects take one to three days to get set up on a new computer--and it's always the "new" programmer who doesn't know what's going on doing the installs on his own system...
In short: Incrementally
Choose a framework that will work across the diverse range of projects.
One by one, add components to the framework.
If you are not familiar with the framework, tackle a couple of the easier components first, to reduce risk of screwing up.
If you do understand the framework, tackle some of the more difficult and/or commonly built components first, so your team (and management) will appreciate the benefits early, and support the effort more.
Be sure to have a plan to include all of your components, because that's when the full benefit will be realized.
Bring your team with you; make sure you have consensus that this is going to be valuable, or people won't maintain it as the components change.

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