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| <div class="page-header"> |
| <h1>Guide :: Transferring Resources out of the Incubator</h1> |
| </div> |
| |
| <div class="article-body"> |
| |
| Estimated Reading Time: <span class="eta"></span> |
| |
| <p><div id="toc" class="toc"> |
| <div id="toctitle">Table of Contents</div> |
| <ul class="sectlevel1"> |
| <li><a href="#life_after_graduation">Life After Graduation</a> |
| <ul class="sectlevel2"> |
| <li><a href="#handover">Handover</a></li> |
| <li><a href="#first_steps_outside_the_incubator">First Steps Outside the Incubator</a></li> |
| <li><a href="#final_revision_of_podling_incubation_records">Final Revision of Podling Incubation Records</a></li> |
| <li><a href="#new_responsibilities">New Responsibilities</a></li> |
| </ul> |
| </li> |
| </ul> |
| </div> |
| <div class="sect1"> |
| <h2 id="life_after_graduation">Life After Graduation</h2> |
| <div class="sectionbody"> |
| <div class="paragraph"> |
| <p>Once a project has been established by the board, or a sub-project consumed by a TLP, this guide should be followed to migrate |
| the podling from the Incubator to their own TLP.</p> |
| </div> |
| <div class="sect2"> |
| <h3 id="handover">Handover</h3> |
| <div class="paragraph"> |
| <p>This is the transfer of virtual resources from the care of |
| the <a href="/guides/roles_and_responsibilities.html#incubator_project_management_committee_ipmc">IPMC</a> |
| to the care of either the new or existing top |
| level project taking charge of the graduating community.</p> |
| </div> |
| <div class="sect3"> |
| <h4 id="graduating_as_subproject">Graduating as Subproject</h4> |
| <div class="paragraph"> |
| <p>This is the simple case. The |
| <a href="/guides/roles_and_responsibilities.html#chair_of_the_incubator_pmc">IPMC Chair</a> and the Chair of the project accepting the |
| graduating community organize the handover between |
| themselves.</p> |
| </div> |
| <div class="paragraph"> |
| <p>You do need to update the Incubator’s podlings file. See <a href="/cookbook/podlings-xml.html#graduated_into_the_pmc_that_sponsored_it">Podling XML Examples</a>.</p> |
| </div> |
| </div> |
| <div class="sect3"> |
| <h4 id="graduating_as_new_top_level_project">Graduating as New Top Level Project</h4> |
| <div class="sect4"> |
| <h5 id="board_resolution_and_roster_appointment">Board resolution and roster appointment</h5> |
| <div class="paragraph"> |
| <p>When graduating to a new project, the process is more |
| complex. Creating a new project requires a |
| <a href="graduation.html#preparing_a_charter">resolution</a> |
| to be passed by the <a href="http://www.apache.org/foundation/board/">Board</a>. |
| You may look at older minutes from the <a href="http://www.apache.org/foundation/board/calendar.html">calendar</a> and check for "Establish ProjectName". |
| <a href="https://whimsy.apache.org/board/agenda/">Board Agenda Tool</a> has an "Add Item" button that can be used to add the Graduation Resolution to the Board Agenda.</p> |
| </div> |
| <div class="paragraph"> |
| <p>The Board votes on graduation resolutions at their monthly meeting. If the Board votes to pass the resolution, that then appoints |
| the listed Project Management Committee including:</p> |
| </div> |
| <div class="ulist"> |
| <ul> |
| <li> |
| <p>a Chair for the new project aka PMC Chair. The Chair will also be appointed an |
| <a href="http://www.apache.org/foundation/">Officer</a> |
| of the Apache Software Foundation. This allows them |
| access to official resources of the foundation as well |
| as granting power to act on behalf of Apache within the scope of their project’s activities.</p> |
| </li> |
| </ul> |
| </div> |
| <div class="admonitionblock warning"> |
| <table> |
| <tr> |
| <td class="icon"> |
| <i class="fa icon-warning" title="Warning"></i> |
| </td> |
| <td class="content"> |
| Usually once this happens, the secretary will |
| inform the new chair. |
| Occasionally, this will be missed: if more than 72 |
| hours has passed since the Board meeting, it may be |
| worth pinging the board to request confirmation. |
| </td> |
| </tr> |
| </table> |
| </div> |
| <div class="ulist"> |
| <ul> |
| <li> |
| <p>the initial members of Project Management Committee aka PMC members.</p> |
| </li> |
| </ul> |
| </div> |
| </div> |
| <div class="sect4"> |
| <h5 id="pmc_chair_todo_list">PMC Chair Todo List</h5> |
| <div class="paragraph"> |
| <p>Once appointed, the new Chair needs to:</p> |
| </div> |
| <div class="ulist"> |
| <ul> |
| <li> |
| <p>Subscribe to the <strong>board</strong> mailing list</p> |
| </li> |
| <li> |
| <p>Ensure that they have been added to |
| <a href="https://people.apache.org/phonebook.html?service=pmc-chairs">the PMC chairs group (pmc-chairs) in LDAP</a>.</p> |
| </li> |
| </ul> |
| </div> |
| <div class="admonitionblock warning"> |
| <table> |
| <tr> |
| <td class="icon"> |
| <i class="fa icon-warning" title="Warning"></i> |
| </td> |
| <td class="content"> |
| The ASF Secretary should do this without any action on the part |
| of the new chair. As with above, if it has not happened within |
| 72 hours of the resolution passing, contact the secretary to remind them. |
| </td> |
| </tr> |
| </table> |
| </div> |
| <div class="ulist"> |
| <ul> |
| <li> |
| <p>Check out the <a href="https://svn.apache.org/repos/private/foundation/officers"><strong>foundation/officers</strong></a> folder from the private repository. |
| Users with member or pmc-chairs karma can do this.</p> |
| </li> |
| <li> |
| <p>Add yourself to the <mark>foundation/officers/affiliations.txt</mark> file with the appropriate information.</p> |
| </li> |
| <li> |
| <p>Add your details to the foundation web site Officer list at <a href="http://www.apache.org/foundation/index.html">http://www.apache.org/foundation/index.html</a> |
| (in SVN at <a href="https://svn.apache.org/repos/asf/infrastructure/site/trunk/content/foundation/">https://svn.apache.org/repos/asf/infrastructure/site/trunk/content/foundation/</a>)</p> |
| </li> |
| <li> |
| <p>Review appropriate documentation:</p> |
| <div class="ulist"> |
| <ul> |
| <li> |
| <p><a href="http://www.apache.org/dev/pmc.html#chair">PMC Chair Duties</a></p> |
| </li> |
| <li> |
| <p>PMC <a href="http://www.apache.org/dev/#pmc">documentation</a></p> |
| </li> |
| <li> |
| <p>Incubator <a href="http://incubator.apache.org/guides/chair.html">Chair guide</a></p> |
| </li> |
| <li> |
| <p>Reporting <a href="http://www.apache.org/foundation/board/calendar.html">calendar</a></p> |
| </li> |
| </ul> |
| </div> |
| </li> |
| <li> |
| <p>Understand the reporting schedule with the <a href="/guides/roles_and_responsibilities.html#board">Board</a>. For |
| the first three months after graduation this will |
| be monthly. After that, the project should slot |
| into a quarterly reporting schedule. Now is a good time to remove |
| the project from the Incubator reporting schedule by updating the podlings.xml file. See <a href="/cookbook/podlings-xml.html#graduated_as_an_apache_tlp">Podling XML Examples</a>.</p> |
| </li> |
| <li> |
| <p>Ensure the PMC is added to the committee-info.txt file at <a href="https://svn.apache.org/repos/private/committers/board/committee-info.txt" class="bare">https://svn.apache.org/repos/private/committers/board/committee-info.txt</a> |
| There are 3 sections which need to be updated; see instructions in the file, otherwise update it in <a href="https://whimsy.apache.org/roster/">Whimsy’s Roster Tool</a> |
| You may need to get a member to help with this, such as your mentors.</p> |
| </li> |
| <li> |
| <p>They should then be able to start assembling the new |
| <a href="http://www.apache.org/foundation/how-it-works.html#structure">PMC</a>. |
| The starting membership is listed in the |
| <a href="graduation.html#preparing_a_charter">resolution</a>. However, the Chair of the new project |
| needs to ensure that private list is created and the |
| membership subscribed.</p> |
| </li> |
| </ul> |
| </div> |
| </div> |
| <div class="sect4"> |
| <h5 id="pmc_todo_list">PMC Todo List</h5> |
| <div class="paragraph"> |
| <p>Once appointed, Members of the new PMC need to:</p> |
| </div> |
| <div class="ulist"> |
| <ul> |
| <li> |
| <p>Subscribe to the private mailing list for the project, if they aren’t already subscribed from their PPMC membership.</p> |
| </li> |
| <li> |
| <p>Review appropriate documentation:</p> |
| <div class="ulist"> |
| <ul> |
| <li> |
| <p>Apache <a href="http://www.apache.org/dev/pmc.html">PMC Guide</a></p> |
| </li> |
| <li> |
| <p>Related <a href="http://www.apache.org/dev/#pmc">documentation</a></p> |
| </li> |
| </ul> |
| </div> |
| </li> |
| </ul> |
| </div> |
| <div class="paragraph"> |
| <p>Once all this is in place, resources can start to be |
| handed over to the new project. See next section.</p> |
| </div> |
| <div class="admonitionblock important"> |
| <table> |
| <tr> |
| <td class="icon"> |
| <i class="fa icon-important" title="Important"></i> |
| </td> |
| <td class="content"> |
| Please continue to hang around the Incubator and help |
| new podlings have an easier time than you did! |
| </td> |
| </tr> |
| </table> |
| </div> |
| </div> |
| </div> |
| </div> |
| <div class="sect2"> |
| <h3 id="first_steps_outside_the_incubator">First Steps Outside the Incubator</h3> |
| <div class="paragraph"> |
| <p>Graduation is the first step in what is hopefully a long road. |
| There are some issues which incubation may not cover.</p> |
| </div> |
| <div class="sect3"> |
| <h4 id="transferring_resources">Transferring Resources</h4> |
| <div class="admonitionblock important"> |
| <table> |
| <tr> |
| <td class="icon"> |
| <i class="fa icon-important" title="Important"></i> |
| </td> |
| <td class="content"> |
| Starting the following steps require that the resolution was passed by the board. |
| </td> |
| </tr> |
| </table> |
| </div> |
| <div class="paragraph"> |
| <p>When a project graduates, then the infrastructure |
| resources (mailing lists, websites, source, etc.) need to |
| be transferred from the Incubator to a project’s new home.</p> |
| </div> |
| <div class="paragraph"> |
| <p>Although the below checklist is still generally useful, <strong>the infrastructure process has been streamlined</strong>, see |
| <a href="http://www.apache.org/dev/infra-contact#requesting-graduation">requesting graduation</a>. |
| You might also want to check JIRA checklist tickets for projects that graduated in the last month or two. This process is known as "TLP Parent Request"</p> |
| </div> |
| <div class="paragraph"> |
| <p>Checklist:</p> |
| </div> |
| <div class="ulist"> |
| <ul> |
| <li> |
| <p>Update the Incubator status records</p> |
| <div class="ulist"> |
| <ul> |
| <li> |
| <p>Like the rest of incubation, graduation is a process. Updating your status records as you progress will enable others to assist.</p> |
| </li> |
| <li> |
| <p>Update the podling status page. All sections should now be filled in |
| including <strong>EXIT</strong>. Take some |
| time to read carefully since this page |
| forms the final public record for |
| graduation.</p> |
| </li> |
| </ul> |
| </div> |
| </li> |
| <li> |
| <p>Source</p> |
| <div class="ulist"> |
| <ul> |
| <li> |
| <p>Git repositories will be renamed to drop the <code>incubator-</code> prefix, please ensure that developers change their remotes. |
| After you’ve created the TLP request, request the rename.</p> |
| </li> |
| <li> |
| <p>SVN repositories will be moved from the incubator to other locations, if you need the move done please raise an infra ticket after the TLP Parent Request.</p> |
| </li> |
| <li> |
| <p>Post an announcement to the development list telling everyone that the repository is about to be moved</p> |
| </li> |
| <li> |
| <p>Post an announcement containing instructions for developers describing how to <mark>svn switch</mark> their workspaces</p> |
| </li> |
| <li> |
| <p>Update site, jenkins, wikis, <strong>pom.xml</strong> and other resources to point to the new repository location.</p> |
| </li> |
| </ul> |
| </div> |
| </li> |
| <li> |
| <p>Websites</p> |
| <div class="ulist"> |
| <ul> |
| <li> |
| <p>Since podlings receive standard domains, no changes are required</p> |
| </li> |
| <li> |
| <p>Once graduated, your website will automatically redirect to remove the <strong>incubator</strong> subdomain</p> |
| </li> |
| <li> |
| <p>If you have any fully qualified links to your <strong>podling.incubator.apache.org</strong> on your website change them</p> |
| </li> |
| </ul> |
| </div> |
| </li> |
| <li> |
| <p>Mailing lists</p> |
| <div class="ulist"> |
| <ul> |
| <li> |
| <p>Mailing lists no longer need to get moved, since podlings are given standard domains.</p> |
| </li> |
| <li> |
| <p>If you use <strong>podling.incubator.apache.org</strong> format email addresses, please start using <strong>podling.apache.org</strong></p> |
| </li> |
| <li> |
| <p>When using Maven: update <strong>pom.xml</strong> for |
| the new mailing list address(es). Also update any |
| documents on your website that show how to |
| subscribe to the lists and/or find archives.</p> |
| </li> |
| <li> |
| <p>Check project-private mailing list membership. Mentors should be allowed to remain if they wish to do so. |
| The subscriber list should otherwise match that on the resolution. See <a href="http://www.apache.org/dev/committers.html#mail-moderate">this</a> and the <a href="http://www.ezmlm.org/">EZMLM</a> "Moderator’s and Administrator’s Manual".</p> |
| </li> |
| <li> |
| <p>Update mail addresses including:</p> |
| <div class="ulist"> |
| <ul> |
| <li> |
| <p>confluence commit messages (see adminstration documentation)</p> |
| </li> |
| <li> |
| <p>issue tracking messages (see administration documentation)</p> |
| </li> |
| <li> |
| <p>The chair should have karma to perform these tasks.</p> |
| </li> |
| </ul> |
| </div> |
| </li> |
| <li> |
| <p>Double-check that all of your lists have sufficient active <a href="http://www.apache.org/dev/committers.html#mailing-list-moderators">moderators</a>.</p> |
| </li> |
| </ul> |
| </div> |
| </li> |
| <li> |
| <p>Issue Tracking</p> |
| <div class="ulist"> |
| <ul> |
| <li> |
| <p>Ask infra to move the podling to its own top level category in JIRA, if using JIRA</p> |
| </li> |
| </ul> |
| </div> |
| </li> |
| <li> |
| <p>Distribution mirrors</p> |
| <div class="ulist"> |
| <ul> |
| <li> |
| <p>Dist area (dist.apache.org) <strong>release/${project}</strong> and <strong>dev/${project}</strong> folders can be created by PMC members.</p> |
| <div class="ulist"> |
| <ul> |
| <li> |
| <p>Do not forget to copy KEYS file from <strong>release/incubator/${project}</strong> location.</p> |
| </li> |
| <li> |
| <p>You have two major options then:</p> |
| <div class="ulist"> |
| <ul> |
| <li> |
| <p>you can <strong>keep</strong> incubating released artifacts at <strong>release/incubator/${project}</strong> and remove artifacts once your TLP project does their first release.</p> |
| <div class="admonitionblock note"> |
| <table> |
| <tr> |
| <td class="icon"> |
| <i class="fa icon-note" title="Note"></i> |
| </td> |
| <td class="content"> |
| File a JIRA under your newly JIRA <strong>${project}</strong> space to remind to remove <strong>/dist/incubator/${project}/</strong> after the first release in <strong>/dist/${project}/</strong> |
| </td> |
| </tr> |
| </table> |
| </div> |
| </li> |
| <li> |
| <p>you can <strong>move</strong> the last incubating released artifacts to your <strong>release/${project}</strong>, taking care that incubating stay in path (you will need to |
| change website and mail for the new location)</p> |
| </li> |
| </ul> |
| </div> |
| </li> |
| </ul> |
| </div> |
| </li> |
| </ul> |
| </div> |
| </li> |
| </ul> |
| </div> |
| </div> |
| </div> |
| <div class="sect2"> |
| <h3 id="final_revision_of_podling_incubation_records">Final Revision of Podling Incubation Records</h3> |
| <div class="paragraph"> |
| <p>When a project has finished its graduation steps, then the incubator resources |
| need to be updated to indicate that the project is no |
| longer incubating. Here are a few of the items that need |
| to be done:</p> |
| </div> |
| <div class="ulist"> |
| <ul> |
| <li> |
| <p>Update the svn <strong>incubator/trunk/content/projects/${project}.xml</strong> file to show the project’s status.</p> |
| </li> |
| <li> |
| <p>Update the podling summary metadata file, <strong>incubator/trunk/content/podlings.xml</strong> svn file. See the content/podlings.dtd and follow |
| <a href="/cookbook/podlings-xml.html#graduated_as_an_apache_tlp">Podling XML Examples</a>:</p> |
| <div class="ulist"> |
| <ul> |
| <li> |
| <p>Change the podling status to "graduated"; (The only acceptable status are "current", "graduated", and "retired". "graduating" will make your podling disappear from several incubator pages.)</p> |
| </li> |
| <li> |
| <p>add the "enddate" attribute to document when the project graduated;</p> |
| </li> |
| <li> |
| <p>add the "resolution" element (see other project examples);</p> |
| </li> |
| <li> |
| <p>remove the "reporting" element.</p> |
| </li> |
| </ul> |
| </div> |
| </li> |
| <li> |
| <p>After your project has finished reporting to the Incubator, then remove the "reporting" element from that <strong>podlings.xml</strong> file.</p> |
| </li> |
| <li> |
| <p>Ensure that other svn resources for your project have moved to your new home.</p> |
| </li> |
| <li> |
| <p>Review this whole graduation guide.</p> |
| </li> |
| </ul> |
| </div> |
| <div class="paragraph"> |
| <p><strong>NOTE: Please edit this guide to add missing steps and clarifications.</strong></p> |
| </div> |
| </div> |
| <div class="sect2"> |
| <h3 id="new_responsibilities">New Responsibilities</h3> |
| <div class="sect3"> |
| <h4 id="oversight">Oversight</h4> |
| <div class="paragraph"> |
| <p>During the stay in the Incubator, the |
| <a href="/guides/roles_and_responsibilities.html#incubator_project_management_committee_ipmc">Incubator PMC (IPMC)</a> |
| was responsible to the |
| <a href="/guides/roles_and_responsibilities.html#the_board">Board</a> |
| for oversight. A graduated project must now take |
| responsibility for its own oversight.</p> |
| </div> |
| <div class="paragraph"> |
| <p>A project needs to ensure that its code base is |
| clean from an IP perspective. New committers need to |
| recruited, educated and mentored. Quality releases |
| need to be cut. Community spirit needs to be maintained |
| and conflicts resolved positively. Board reports need |
| to be accurate and prompt.</p> |
| </div> |
| <div class="paragraph"> |
| <p>Help is still available but the |
| appropriate bodies (infrastructure, community, legal |
| and so on) should now be approached directly.</p> |
| </div> |
| </div> |
| <div class="sect3"> |
| <h4 id="security">Security</h4> |
| <div class="paragraph"> |
| <p>Each project needs to be able to manage security issues |
| discovered in their code. By their nature, these issues |
| need to be dealt with in private. These issues may either |
| be dealt with on a separate security list or on the |
| private list. Which list is suitable for security issues |
| should be noted.</p> |
| </div> |
| <div class="paragraph"> |
| <p>Volunteers need to be found from the |
| <a href="http://www.apache.org/foundation/how-it-works.html#structure">PMC</a> |
| to work with the <a href="https://www.apache.org/security/committers.html">Apache security team</a> and act as |
| first contacts on security matters. The new project |
| should make contact with the team soon after graduation |
| and not wait for the first issue to be raised.</p> |
| </div> |
| <div class="paragraph"> |
| <p>Projects should adopt a positive attitude towards |
| security issues. It is easy to gain a poor reputation |
| by mishandling of these issues. There are many people |
| at Apache with considerable experience in this area |
| so ask first.</p> |
| </div> |
| </div> |
| <div class="sect3"> |
| <h4 id="stay_in_touch">Stay In Touch</h4> |
| <div class="paragraph"> |
| <p>Passing through the incubation process gives a very |
| valuable perspective. Please help to improve the process |
| by guiding new podlings and by developing improved policy |
| and documentation on the <a href="lists.html#general+at+incubator.apache.org">general</a> list.</p> |
| </div> |
| </div> |
| </div> |
| </div> |
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