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authorPatrick Williams <patrick@stwcx.xyz>2016-08-17 14:31:25 -0500
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+<!DOCTYPE chapter PUBLIC "-//OASIS//DTD DocBook XML V4.2//EN"
+"http://www.oasis-open.org/docbook/xml/4.2/docbookx.dtd"
+[<!ENTITY % poky SYSTEM "../poky.ent"> %poky; ] >
+
+<chapter id='dev-manual-newbie'>
+
+<title>The Yocto Project Open Source Development Environment</title>
+
+<para>
+ This chapter helps you understand the Yocto Project as an open source development project.
+ In general, working in an open source environment is very different from working in a
+ closed, proprietary environment.
+ Additionally, the Yocto Project uses specific tools and constructs as part of its development
+ environment.
+ This chapter specifically addresses open source philosophy, using the
+ Yocto Project in a team environment, source repositories, Yocto Project
+ terms, licensing, the open source distributed version control system Git,
+ workflows, bug tracking, and how to submit changes.
+</para>
+
+<section id='open-source-philosophy'>
+ <title>Open Source Philosophy</title>
+
+ <para>
+ Open source philosophy is characterized by software development directed by peer production
+ and collaboration through an active community of developers.
+ Contrast this to the more standard centralized development models used by commercial software
+ companies where a finite set of developers produces a product for sale using a defined set
+ of procedures that ultimately result in an end product whose architecture and source material
+ are closed to the public.
+ </para>
+
+ <para>
+ Open source projects conceptually have differing concurrent agendas, approaches, and production.
+ These facets of the development process can come from anyone in the public (community) that has a
+ stake in the software project.
+ The open source environment contains new copyright, licensing, domain, and consumer issues
+ that differ from the more traditional development environment.
+ In an open source environment, the end product, source material, and documentation are
+ all available to the public at no cost.
+ </para>
+
+ <para>
+ A benchmark example of an open source project is the Linux kernel, which was initially conceived
+ and created by Finnish computer science student Linus Torvalds in 1991.
+ Conversely, a good example of a non-open source project is the
+ <trademark class='registered'>Windows</trademark> family of operating
+ systems developed by <trademark class='registered'>Microsoft</trademark> Corporation.
+ </para>
+
+ <para>
+ Wikipedia has a good historical description of the Open Source Philosophy
+ <ulink url='http://en.wikipedia.org/wiki/Open_source'>here</ulink>.
+ You can also find helpful information on how to participate in the Linux Community
+ <ulink url='http://ldn.linuxfoundation.org/book/how-participate-linux-community'>here</ulink>.
+ </para>
+</section>
+
+<section id="usingpoky-changes-collaborate">
+ <title>Using the Yocto Project in a Team Environment</title>
+
+ <para>
+ It might not be immediately clear how you can use the Yocto
+ Project in a team environment, or scale it for a large team of
+ developers.
+ One of the strengths of the Yocto Project is that it is extremely
+ flexible.
+ Thus, you can adapt it to many different use cases and scenarios.
+ However, these characteristics can cause a struggle if you are trying
+ to create a working setup that scales across a large team.
+ </para>
+
+ <para>
+ To help with these types of situations, this section presents
+ some of the project's most successful experiences,
+ practices, solutions, and available technologies that work well.
+ Keep in mind, the information here is a starting point.
+ You can build off it and customize it to fit any
+ particular working environment and set of practices.
+ </para>
+
+ <section id='best-practices-system-configurations'>
+ <title>System Configurations</title>
+
+ <para>
+ Systems across a large team should meet the needs of
+ two types of developers: those working on the contents of the
+ operating system image itself and those developing applications.
+ Regardless of the type of developer, their workstations must
+ be both reasonably powerful and run Linux.
+ </para>
+
+ <section id='best-practices-application-development'>
+ <title>Application Development</title>
+
+ <para>
+ For developers who mainly do application level work
+ on top of an existing software stack,
+ the following list shows practices that work best.
+ For information on using a Software Development Kit (SDK), see
+ the
+ <ulink url='&YOCTO_DOCS_SDK_URL;#sdk-intro'>Yocto Project Software Development Kit (SDK) Developer's Guide</ulink>:
+ <itemizedlist>
+ <listitem><para>Use a pre-built toolchain that
+ contains the software stack itself.
+ Then, develop the application code on top of the
+ stack.
+ This method works well for small numbers of relatively
+ isolated applications.</para></listitem>
+ <listitem><para>When possible, use the Yocto Project
+ plug-in for the <trademark class='trade'>Eclipse</trademark> IDE
+ and SDK development practices.
+ For more information, see the
+ "<ulink url='&YOCTO_DOCS_SDK_URL;'>Yocto Project Software Development Kit (SDK) Developer's Guide</ulink>".
+ </para></listitem>
+ <listitem><para>Keep your cross-development toolchains
+ updated.
+ You can do this through provisioning either as new
+ toolchain downloads or as updates through a package
+ update mechanism using <filename>opkg</filename>
+ to provide updates to an existing toolchain.
+ The exact mechanics of how and when to do this are a
+ question for local policy.</para></listitem>
+ <listitem><para>Use multiple toolchains installed locally
+ into different locations to allow development across
+ versions.</para></listitem>
+ </itemizedlist>
+ </para>
+ </section>
+
+ <section id='best-practices-core-system-development'>
+ <title>Core System Development</title>
+
+ <para>
+ For core system development, it is often best to have the
+ build system itself available on the developer workstations
+ so developers can run their own builds and directly
+ rebuild the software stack.
+ You should keep the core system unchanged as much as
+ possible and do your work in layers on top of the core system.
+ Doing so gives you a greater level of portability when
+ upgrading to new versions of the core system or Board
+ Support Packages (BSPs).
+ You can share layers amongst the developers of a particular
+ project and contain the policy configuration that defines
+ the project.
+ </para>
+
+ <para>
+ Aside from the previous best practices, there exists a number
+ of tips and tricks that can help speed up core development
+ projects:
+ <itemizedlist>
+ <listitem><para>Use a
+ <ulink url='&YOCTO_DOCS_REF_URL;#shared-state-cache'>Shared State Cache</ulink>
+ (sstate) among groups of developers who are on a
+ fast network.
+ The best way to share sstate is through a
+ Network File System (NFS) share.
+ The first user to build a given component for the
+ first time contributes that object to the sstate,
+ while subsequent builds from other developers then
+ reuse the object rather than rebuild it themselves.
+ </para>
+ <para>Although it is possible to use other protocols for the
+ sstate such as HTTP and FTP, you should avoid these.
+ Using HTTP limits the sstate to read-only and
+ FTP provides poor performance.
+ </para></listitem>
+ <listitem><para>Have autobuilders contribute to the sstate
+ pool similarly to how the developer workstations
+ contribute.
+ For information, see the
+ "<link linkend='best-practices-autobuilders'>Autobuilders</link>"
+ section.</para></listitem>
+ <listitem><para>Build stand-alone tarballs that contain
+ "missing" system requirements if for some reason
+ developer workstations do not meet minimum system
+ requirements such as latest Python versions,
+ <filename>chrpath</filename>, or other tools.
+ You can install and relocate the tarball exactly as you
+ would the usual cross-development toolchain so that
+ all developers can meet minimum version requirements
+ on most distributions.</para></listitem>
+ <listitem><para>Use a small number of shared,
+ high performance systems for testing purposes
+ (e.g. dual, six-core Xeons with 24 Gbytes of RAM
+ and plenty of disk space).
+ Developers can use these systems for wider, more
+ extensive testing while they continue to develop
+ locally using their primary development system.
+ </para></listitem>
+ <listitem><para>Enable the PR Service when package feeds
+ need to be incremental with continually increasing
+ <ulink url='&YOCTO_DOCS_REF_URL;#var-PR'>PR</ulink>
+ values.
+ Typically, this situation occurs when you use or
+ publish package feeds and use a shared state.
+ You should enable the PR Service for all users who
+ use the shared state pool.
+ For more information on the PR Service, see the
+ "<link linkend='working-with-a-pr-service'>Working With a PR Service</link>".
+ </para></listitem>
+ </itemizedlist>
+ </para>
+ </section>
+ </section>
+
+ <section id='best-practices-source-control-management'>
+ <title>Source Control Management (SCM)</title>
+
+ <para>
+ Keeping your
+ <ulink url='&YOCTO_DOCS_DEV_URL;#metadata'>Metadata</ulink>
+ and any software you are developing under the
+ control of an SCM system that is compatible
+ with the OpenEmbedded build system is advisable.
+ Of the SCMs BitBake supports, the
+ Yocto Project team strongly recommends using
+ <link linkend='git'>Git</link>.
+ Git is a distributed system that is easy to backup,
+ allows you to work remotely, and then connects back to the
+ infrastructure.
+ <note>
+ For information about BitBake, see the
+ <ulink url='&YOCTO_DOCS_BB_URL;'>BitBake User Manual</ulink>.
+ </note>
+ </para>
+
+ <para>
+ It is relatively easy to set up Git services and create
+ infrastructure like
+ <ulink url='&YOCTO_GIT_URL;'>http://git.yoctoproject.org</ulink>,
+ which is based on server software called
+ <filename>gitolite</filename> with <filename>cgit</filename>
+ being used to generate the web interface that lets you view the
+ repositories.
+ The <filename>gitolite</filename> software identifies users
+ using SSH keys and allows branch-based
+ access controls to repositories that you can control as little
+ or as much as necessary.
+ </para>
+
+ <note>
+ The setup of these services is beyond the scope of this manual.
+ However, sites such as these exist that describe how to perform
+ setup:
+ <itemizedlist>
+ <listitem><para><ulink url='http://git-scm.com/book/ch4-8.html'>Git documentation</ulink>:
+ Describes how to install <filename>gitolite</filename>
+ on the server.</para></listitem>
+ <listitem><para><ulink url='http://sitaramc.github.com/gitolite/master-toc.html'>The <filename>gitolite</filename> master index</ulink>:
+ All topics for <filename>gitolite</filename>.
+ </para></listitem>
+ <listitem><para><ulink url='https://git.wiki.kernel.org/index.php/Interfaces,_frontends,_and_tools'>Interfaces, frontends, and tools</ulink>:
+ Documentation on how to create interfaces and frontends
+ for Git.</para></listitem>
+ </itemizedlist>
+ </note>
+ </section>
+
+ <section id='best-practices-autobuilders'>
+ <title>Autobuilders</title>
+
+ <para>
+ Autobuilders are often the core of a development project.
+ It is here that changes from individual developers are brought
+ together and centrally tested and subsequent decisions about
+ releases can be made.
+ Autobuilders also allow for "continuous integration" style
+ testing of software components and regression identification
+ and tracking.
+ </para>
+
+ <para>
+ See "<ulink url='http://autobuilder.yoctoproject.org'>Yocto Project Autobuilder</ulink>"
+ for more information and links to buildbot.
+ The Yocto Project team has found this implementation
+ works well in this role.
+ A public example of this is the Yocto Project
+ Autobuilders, which we use to test the overall health of the
+ project.
+ </para>
+
+ <para>
+ The features of this system are:
+ <itemizedlist>
+ <listitem><para>Highlights when commits break the build.
+ </para></listitem>
+ <listitem><para>Populates an sstate cache from which
+ developers can pull rather than requiring local
+ builds.</para></listitem>
+ <listitem><para>Allows commit hook triggers,
+ which trigger builds when commits are made.
+ </para></listitem>
+ <listitem><para>Allows triggering of automated image booting
+ and testing under the QuickEMUlator (QEMU).
+ </para></listitem>
+ <listitem><para>Supports incremental build testing and
+ from-scratch builds.</para></listitem>
+ <listitem><para>Shares output that allows developer
+ testing and historical regression investigation.
+ </para></listitem>
+ <listitem><para>Creates output that can be used for releases.
+ </para></listitem>
+ <listitem><para>Allows scheduling of builds so that resources
+ can be used efficiently.</para></listitem>
+ </itemizedlist>
+ </para>
+ </section>
+
+ <section id='best-practices-policies-and-change-flow'>
+ <title>Policies and Change Flow</title>
+
+ <para>
+ The Yocto Project itself uses a hierarchical structure and a
+ pull model.
+ Scripts exist to create and send pull requests
+ (i.e. <filename>create-pull-request</filename> and
+ <filename>send-pull-request</filename>).
+ This model is in line with other open source projects where
+ maintainers are responsible for specific areas of the project
+ and a single maintainer handles the final "top-of-tree" merges.
+ </para>
+
+ <note>
+ You can also use a more collective push model.
+ The <filename>gitolite</filename> software supports both the
+ push and pull models quite easily.
+ </note>
+
+ <para>
+ As with any development environment, it is important
+ to document the policy used as well as any main project
+ guidelines so they are understood by everyone.
+ It is also a good idea to have well structured
+ commit messages, which are usually a part of a project's
+ guidelines.
+ Good commit messages are essential when looking back in time and
+ trying to understand why changes were made.
+ </para>
+
+ <para>
+ If you discover that changes are needed to the core layer of the
+ project, it is worth sharing those with the community as soon
+ as possible.
+ Chances are if you have discovered the need for changes, someone
+ else in the community needs them also.
+ </para>
+ </section>
+
+ <section id='best-practices-summary'>
+ <title>Summary</title>
+
+ <para>
+ This section summarizes the key recommendations described in the
+ previous sections:
+ <itemizedlist>
+ <listitem><para>Use <link linkend='git'>Git</link>
+ as the source control system.</para></listitem>
+ <listitem><para>Maintain your Metadata in layers that make sense
+ for your situation.
+ See the "<link linkend='understanding-and-creating-layers'>Understanding
+ and Creating Layers</link>" section for more information on
+ layers.</para></listitem>
+ <listitem><para>
+ Separate the project's Metadata and code by using
+ separate Git repositories.
+ See the
+ "<link linkend='yocto-project-repositories'>Yocto Project Source Repositories</link>"
+ section for information on these repositories.
+ See the
+ "<link linkend='getting-setup'>Getting Set Up</link>"
+ section for information on how to set up local Git
+ repositories for related upstream Yocto Project
+ Git repositories.
+ </para></listitem>
+ <listitem><para>Set up the directory for the shared state cache
+ (<ulink url='&YOCTO_DOCS_REF_URL;#var-SSTATE_DIR'><filename>SSTATE_DIR</filename></ulink>)
+ where it makes sense.
+ For example, set up the sstate cache on a system used
+ by developers in the same organization and share the
+ same source directories on their machines.
+ </para></listitem>
+ <listitem><para>Set up an Autobuilder and have it populate the
+ sstate cache and source directories.</para></listitem>
+ <listitem><para>The Yocto Project community encourages you
+ to send patches to the project to fix bugs or add features.
+ If you do submit patches, follow the project commit
+ guidelines for writing good commit messages.
+ See the "<link linkend='how-to-submit-a-change'>How to Submit a Change</link>"
+ section.</para></listitem>
+ <listitem><para>Send changes to the core sooner than later
+ as others are likely to run into the same issues.
+ For some guidance on mailing lists to use, see the list in the
+ "<link linkend='how-to-submit-a-change'>How to Submit a Change</link>"
+ section.
+ For a description of the available mailing lists, see the
+ "<ulink url='&YOCTO_DOCS_REF_URL;#resources-mailinglist'>Mailing Lists</ulink>"
+ section in the Yocto Project Reference Manual.
+ </para></listitem>
+ </itemizedlist>
+ </para>
+ </section>
+</section>
+
+<section id='yocto-project-repositories'>
+ <title>Yocto Project Source Repositories</title>
+
+ <para>
+ The Yocto Project team maintains complete source repositories for all
+ Yocto Project files at
+ <ulink url='&YOCTO_GIT_URL;/cgit/cgit.cgi'></ulink>.
+ This web-based source code browser is organized into categories by
+ function such as IDE Plugins, Matchbox, Poky, Yocto Linux Kernel, and
+ so forth.
+ From the interface, you can click on any particular item in the "Name"
+ column and see the URL at the bottom of the page that you need to clone
+ a Git repository for that particular item.
+ Having a local Git repository of the
+ <link linkend='source-directory'>Source Directory</link>, which is
+ usually named "poky", allows
+ you to make changes, contribute to the history, and ultimately enhance
+ the Yocto Project's tools, Board Support Packages, and so forth.
+ </para>
+
+ <para>
+ For any supported release of Yocto Project, you can also go to the
+ <ulink url='&YOCTO_HOME_URL;'>Yocto Project Website</ulink> and
+ select the "Downloads" tab and get a released tarball of the
+ <filename>poky</filename> repository or any supported BSP tarballs.
+ Unpacking these tarballs gives you a snapshot of the released
+ files.
+ <note><title>Notes</title>
+ <itemizedlist>
+ <listitem><para>
+ The recommended method for setting up the Yocto Project
+ <link linkend='source-directory'>Source Directory</link>
+ and the files for supported BSPs
+ (e.g., <filename>meta-intel</filename>) is to use
+ <link linkend='git'>Git</link> to create a local copy of
+ the upstream repositories.
+ </para></listitem>
+ <listitem><para>
+ Be sure to always work in matching branches for both
+ the selected BSP repository and the
+ <link linkend='source-directory'>Source Directory</link>
+ (i.e. <filename>poky</filename>) repository.
+ For example, if you have checked out the "master" branch
+ of <filename>poky</filename> and you are going to use
+ <filename>meta-intel</filename>, be sure to checkout the
+ "master" branch of <filename>meta-intel</filename>.
+ </para></listitem>
+ </itemizedlist>
+ </note>
+ </para>
+
+ <para>
+ In summary, here is where you can get the project files needed for development:
+ <itemizedlist>
+ <listitem><para id='source-repositories'><emphasis><ulink url='&YOCTO_GIT_URL;/cgit/cgit.cgi'>Source Repositories:</ulink></emphasis>
+ This area contains IDE Plugins, Matchbox, Poky, Poky Support, Tools, Yocto Linux Kernel, and Yocto
+ Metadata Layers.
+ You can create local copies of Git repositories for each of these areas.</para>
+ <para>
+ <imagedata fileref="figures/source-repos.png" align="center" width="6in" depth="4in" />
+ </para></listitem>
+ <listitem><para><anchor id='index-downloads' /><emphasis><ulink url='&YOCTO_DL_URL;/releases/'>Index of /releases:</ulink></emphasis>
+ This is an index of releases such as
+ the <trademark class='trade'>Eclipse</trademark>
+ Yocto Plug-in, miscellaneous support, Poky, Pseudo, installers for cross-development toolchains,
+ and all released versions of Yocto Project in the form of images or tarballs.
+ Downloading and extracting these files does not produce a local copy of the
+ Git repository but rather a snapshot of a particular release or image.</para>
+ <para>
+ <imagedata fileref="figures/index-downloads.png" align="center" width="6in" depth="3.5in" />
+ </para></listitem>
+ <listitem><para><emphasis>"Downloads" page for the
+ <ulink url='&YOCTO_HOME_URL;'>Yocto Project Website</ulink>:</emphasis>
+ Access this page by going to the website and then selecting
+ the "Downloads" tab.
+ This page allows you to download any Yocto Project
+ release or Board Support Package (BSP) in tarball form.
+ The tarballs are similar to those found in the
+ <ulink url='&YOCTO_DL_URL;/releases/'>Index of /releases:</ulink> area.</para>
+ <para>
+ <imagedata fileref="figures/yp-download.png" align="center" width="6in" depth="4in" />
+ </para></listitem>
+ </itemizedlist>
+ </para>
+</section>
+
+<section id='yocto-project-terms'>
+ <title>Yocto Project Terms</title>
+
+ <para>
+ Following is a list of terms and definitions users new to the Yocto Project development
+ environment might find helpful.
+ While some of these terms are universal, the list includes them just in case:
+ <itemizedlist>
+ <listitem><para><emphasis>Append Files:</emphasis> Files that append build information to
+ a recipe file.
+ Append files are known as BitBake append files and <filename>.bbappend</filename> files.
+ The OpenEmbedded build system expects every append file to have a corresponding
+ recipe (<filename>.bb</filename>) file.
+ Furthermore, the append file and corresponding recipe file
+ must use the same root filename.
+ The filenames can differ only in the file type suffix used (e.g.
+ <filename>formfactor_0.0.bb</filename> and <filename>formfactor_0.0.bbappend</filename>).
+ </para>
+ <para>Information in append files extends or overrides the
+ information in the similarly-named recipe file.
+ For an example of an append file in use, see the
+ "<link linkend='using-bbappend-files'>Using .bbappend Files</link>" section.
+ <note>
+ Append files can also use wildcard patterns in their version numbers
+ so they can be applied to more than one version of the underlying recipe file.
+ </note>
+ </para></listitem>
+ <listitem><para id='bitbake-term'><emphasis>BitBake:</emphasis>
+ The task executor and scheduler used by the OpenEmbedded build
+ system to build images.
+ For more information on BitBake, see the
+ <ulink url='&YOCTO_DOCS_BB_URL;'>BitBake User Manual</ulink>.
+ </para></listitem>
+ <listitem>
+ <para id='build-directory'><emphasis>Build Directory:</emphasis>
+ This term refers to the area used by the OpenEmbedded build
+ system for builds.
+ The area is created when you <filename>source</filename> the
+ setup environment script that is found in the Source Directory
+ (i.e. <ulink url='&YOCTO_DOCS_REF_URL;#structure-core-script'><filename>&OE_INIT_FILE;</filename></ulink>
+ or
+ <ulink url='&YOCTO_DOCS_REF_URL;#structure-memres-core-script'><filename>oe-init-build-env-memres</filename></ulink>).
+ The <ulink url='&YOCTO_DOCS_REF_URL;#var-TOPDIR'><filename>TOPDIR</filename></ulink>
+ variable points to the Build Directory.</para>
+
+ <para>
+ You have a lot of flexibility when creating the Build
+ Directory.
+ Following are some examples that show how to create the
+ directory.
+ The examples assume your
+ <link linkend='source-directory'>Source Directory</link> is
+ named <filename>poky</filename>:
+ <itemizedlist>
+ <listitem><para>Create the Build Directory inside your
+ Source Directory and let the name of the Build
+ Directory default to <filename>build</filename>:
+ <literallayout class='monospaced'>
+ $ cd $HOME/poky
+ $ source &OE_INIT_FILE;
+ </literallayout></para></listitem>
+ <listitem><para>Create the Build Directory inside your
+ home directory and specifically name it
+ <filename>test-builds</filename>:
+ <literallayout class='monospaced'>
+ $ cd $HOME
+ $ source poky/&OE_INIT_FILE; test-builds
+ </literallayout></para></listitem>
+ <listitem><para>
+ Provide a directory path and
+ specifically name the Build Directory.
+ Any intermediate folders in the pathname must
+ exist.
+ This next example creates a Build Directory named
+ <filename>YP-&POKYVERSION;</filename>
+ in your home directory within the existing
+ directory <filename>mybuilds</filename>:
+ <literallayout class='monospaced'>
+ $cd $HOME
+ $ source $HOME/poky/&OE_INIT_FILE; $HOME/mybuilds/YP-&POKYVERSION;
+ </literallayout></para></listitem>
+ </itemizedlist>
+ <note>
+ By default, the Build Directory contains
+ <ulink url='&YOCTO_DOCS_REF_URL;#var-TMPDIR'><filename>TMPDIR</filename></ulink>,
+ which is a temporary directory the build system uses for
+ its work.
+ <filename>TMPDIR</filename> cannot be under NFS.
+ Thus, by default, the Build Directory cannot be under NFS.
+ However, if you need the Build Directory to be under NFS,
+ you can set this up by setting <filename>TMPDIR</filename>
+ in your <filename>local.conf</filename> file
+ to use a local drive.
+ Doing so effectively separates <filename>TMPDIR</filename>
+ from <filename>TOPDIR</filename>, which is the Build
+ Directory.
+ </note>
+ </para></listitem>
+ <listitem><para><emphasis>Classes:</emphasis> Files that provide for logic encapsulation
+ and inheritance so that commonly used patterns can be defined once and then easily used
+ in multiple recipes.
+ For reference information on the Yocto Project classes, see the
+ "<ulink url='&YOCTO_DOCS_REF_URL;#ref-classes'>Classes</ulink>" chapter of the
+ Yocto Project Reference Manual.
+ Class files end with the <filename>.bbclass</filename> filename extension.
+ </para></listitem>
+ <listitem><para><emphasis>Configuration File:</emphasis>
+ Configuration information in various <filename>.conf</filename>
+ files provides global definitions of variables.
+ The <filename>conf/local.conf</filename> configuration file in
+ the
+ <link linkend='build-directory'>Build Directory</link>
+ contains user-defined variables that affect every build.
+ The <filename>meta-poky/conf/distro/poky.conf</filename>
+ configuration file defines Yocto "distro" configuration
+ variables used only when building with this policy.
+ Machine configuration files, which
+ are located throughout the
+ <link linkend='source-directory'>Source Directory</link>, define
+ variables for specific hardware and are only used when building
+ for that target (e.g. the
+ <filename>machine/beaglebone.conf</filename> configuration
+ file defines variables for the Texas Instruments ARM Cortex-A8
+ development board).
+ Configuration files end with a <filename>.conf</filename>
+ filename extension.
+ </para></listitem>
+ <listitem><para id='cross-development-toolchain'>
+ <emphasis>Cross-Development Toolchain:</emphasis>
+ In general, a cross-development toolchain is a collection of
+ software development tools and utilities that run on one
+ architecture and allow you to develop software for a
+ different, or targeted, architecture.
+ These toolchains contain cross-compilers, linkers, and
+ debuggers that are specific to the target architecture.
+ </para>
+
+ <para>The Yocto Project supports two different cross-development
+ toolchains:
+ <itemizedlist>
+ <listitem><para>A toolchain only used by and within
+ BitBake when building an image for a target
+ architecture.</para></listitem>
+ <listitem><para>A relocatable toolchain used outside of
+ BitBake by developers when developing applications
+ that will run on a targeted device.
+ </para></listitem>
+ </itemizedlist>
+ </para>
+
+ <para>
+ Creation of these toolchains is simple and automated.
+ For information on toolchain concepts as they apply to the
+ Yocto Project, see the
+ "<ulink url='&YOCTO_DOCS_REF_URL;#cross-development-toolchain-generation'>Cross-Development Toolchain Generation</ulink>"
+ section in the Yocto Project Reference Manual.
+ You can also find more information on using the
+ relocatable toolchain in the
+ <ulink url='&YOCTO_DOCS_SDK_URL;'>Yocto Project Software Development Kit (SDK) Developer's Guide</ulink>.
+ </para></listitem>
+ <listitem><para><emphasis>Image:</emphasis>
+ An image is an artifact of the BitBake build process given
+ a collection of recipes and related Metadata.
+ Images are the binary output that run on specific hardware or
+ QEMU and are used for specific use-cases.
+ For a list of the supported image types that the Yocto Project provides, see the
+ "<ulink url='&YOCTO_DOCS_REF_URL;#ref-images'>Images</ulink>"
+ chapter in the Yocto Project Reference Manual.</para></listitem>
+ <listitem><para id='layer'><emphasis>Layer:</emphasis> A collection of recipes representing the core,
+ a BSP, or an application stack.
+ For a discussion specifically on BSP Layers, see the
+ "<ulink url='&YOCTO_DOCS_BSP_URL;#bsp-layers'>BSP Layers</ulink>"
+ section in the Yocto Project Board Support Packages (BSP)
+ Developer's Guide.</para></listitem>
+ <listitem><para id='metadata'><emphasis>Metadata:</emphasis>
+ The files that BitBake parses when building an image.
+ In general, Metadata includes recipes, classes, and
+ configuration files.
+ In the context of the kernel ("kernel Metadata"),
+ it refers to Metadata in the <filename>meta</filename>
+ branches of the kernel source Git repositories.
+ </para></listitem>
+ <listitem><para id='oe-core'><emphasis>OE-Core:</emphasis> A core set of Metadata originating
+ with OpenEmbedded (OE) that is shared between OE and the Yocto Project.
+ This Metadata is found in the <filename>meta</filename> directory of the
+ <link linkend='source-directory'>Source Directory</link>.</para></listitem>
+ <listitem><para id='build-system-term'><emphasis>OpenEmbedded Build System:</emphasis>
+ The build system specific to the Yocto Project.
+ The OpenEmbedded build system is based on another project known
+ as "Poky", which uses
+ <link linkend='bitbake-term'>BitBake</link> as the task
+ executor.
+ Throughout the Yocto Project documentation set, the
+ OpenEmbedded build system is sometimes referred to simply
+ as "the build system".
+ If other build systems, such as a host or target build system
+ are referenced, the documentation clearly states the
+ difference.
+ <note>
+ For some historical information about Poky, see the
+ <link linkend='poky'>Poky</link> term.
+ </note>
+ </para></listitem>
+ <listitem><para><emphasis>Package:</emphasis>
+ In the context of the Yocto Project, this term refers to a
+ recipe's packaged output produced by BitBake (i.e. a
+ "baked recipe").
+ A package is generally the compiled binaries produced from the
+ recipe's sources.
+ You "bake" something by running it through BitBake.</para>
+ <para>It is worth noting that the term "package" can, in general, have subtle
+ meanings. For example, the packages referred to in the
+ "<ulink url='&YOCTO_DOCS_QS_URL;#packages'>The Build Host Packages</ulink>" section are
+ compiled binaries that, when installed, add functionality to your Linux
+ distribution.</para>
+ <para>Another point worth noting is that historically within the Yocto Project,
+ recipes were referred to as packages - thus, the existence of several BitBake
+ variables that are seemingly mis-named,
+ (e.g. <ulink url='&YOCTO_DOCS_REF_URL;#var-PR'><filename>PR</filename></ulink>,
+ <ulink url='&YOCTO_DOCS_REF_URL;#var-PV'><filename>PV</filename></ulink>, and
+ <ulink url='&YOCTO_DOCS_REF_URL;#var-PE'><filename>PE</filename></ulink>).
+ </para></listitem>
+ <listitem><para><emphasis>Package Groups:</emphasis>
+ Arbitrary groups of software Recipes.
+ You use package groups to hold recipes that, when built,
+ usually accomplish a single task.
+ For example, a package group could contain the recipes for a
+ company’s proprietary or value-add software.
+ Or, the package group could contain the recipes that enable
+ graphics.
+ A package group is really just another recipe.
+ Because package group files are recipes, they end with the
+ <filename>.bb</filename> filename extension.</para></listitem>
+ <listitem><para id='poky'><emphasis>Poky:</emphasis>
+ The term "poky" can mean several things.
+ In its most general sense, it is an open-source
+ project that was initially developed by OpenedHand.
+ With OpenedHand, poky was developed off of the existing
+ OpenEmbedded build system becoming a commercially
+ supportable build system for embedded Linux.
+ After Intel Corporation acquired OpenedHand, the
+ project poky became the basis for the Yocto Project's
+ build system.</para>
+ <para>Within the Yocto Project source repositories,
+ <filename>poky</filename> exists as a separate Git
+ repository you can clone to yield a local copy on your
+ host system.
+ Thus, "poky" can refer to the local copy of the Source
+ Directory used for development within the Yocto
+ Project.</para>
+ <para>Finally, "poky" can refer to the default
+ <ulink url='&YOCTO_DOCS_REF_URL;#var-DISTRO'><filename>DISTRO</filename></ulink>
+ (i.e. distribution) created when you use the Yocto
+ Project in conjunction with the
+ <filename>poky</filename> repository to build an image.
+ </para></listitem>
+ <listitem><para><emphasis>Recipe:</emphasis>
+ A set of instructions for building packages.
+ A recipe describes where you get source code, which patches
+ to apply, how to configure the source, how to compile it and so on.
+ Recipes also describe dependencies for libraries or for other
+ recipes.
+ Recipes represent the logical unit of execution, the software
+ to build, the images to build, and use the
+ <filename>.bb</filename> file extension.
+ </para></listitem>
+ <listitem>
+ <para id='source-directory'><emphasis>Source Directory:</emphasis>
+ This term refers to the directory structure created as a result
+ of creating a local copy of the <filename>poky</filename> Git
+ repository <filename>git://git.yoctoproject.org/poky</filename>
+ or expanding a released <filename>poky</filename> tarball.
+ <note>
+ Creating a local copy of the <filename>poky</filename>
+ Git repository is the recommended method for setting up
+ your Source Directory.
+ </note>
+ Sometimes you might hear the term "poky directory" used to refer
+ to this directory structure.
+ <note>
+ The OpenEmbedded build system does not support file or
+ directory names that contain spaces.
+ Be sure that the Source Directory you use does not contain
+ these types of names.
+ </note></para>
+
+ <para>The Source Directory contains BitBake, Documentation,
+ Metadata and other files that all support the Yocto Project.
+ Consequently, you must have the Source Directory in place on
+ your development system in order to do any development using
+ the Yocto Project.</para>
+
+ <para>When you create a local copy of the Git repository, you
+ can name the repository anything you like.
+ Throughout much of the documentation, "poky"
+ is used as the name of the top-level folder of the local copy of
+ the poky Git repository.
+ So, for example, cloning the <filename>poky</filename> Git
+ repository results in a local Git repository whose top-level
+ folder is also named "poky".</para>
+
+ <para>While it is not recommended that you use tarball expansion
+ to set up the Source Directory, if you do, the top-level
+ directory name of the Source Directory is derived from the
+ Yocto Project release tarball.
+ For example, downloading and unpacking
+ <filename>&YOCTO_POKY_TARBALL;</filename> results in a
+ Source Directory whose root folder is named
+ <filename>&YOCTO_POKY;</filename>.</para>
+
+ <para>It is important to understand the differences between the
+ Source Directory created by unpacking a released tarball as
+ compared to cloning
+ <filename>git://git.yoctoproject.org/poky</filename>.
+ When you unpack a tarball, you have an exact copy of the files
+ based on the time of release - a fixed release point.
+ Any changes you make to your local files in the Source Directory
+ are on top of the release and will remain local only.
+ On the other hand, when you clone the <filename>poky</filename>
+ Git repository, you have an active development repository with
+ access to the upstream repository's branches and tags.
+ In this case, any local changes you make to the local
+ Source Directory can be later applied to active development
+ branches of the upstream <filename>poky</filename> Git
+ repository.</para>
+
+ <para>For more information on concepts related to Git
+ repositories, branches, and tags, see the
+ "<link linkend='repositories-tags-and-branches'>Repositories, Tags, and Branches</link>"
+ section.</para></listitem>
+ <listitem><para><emphasis>Task:</emphasis>
+ A unit of execution for BitBake (e.g.
+ <ulink url='&YOCTO_DOCS_REF_URL;#ref-tasks-compile'><filename>do_compile</filename></ulink>,
+ <ulink url='&YOCTO_DOCS_REF_URL;#ref-tasks-fetch'><filename>do_fetch</filename></ulink>,
+ <ulink url='&YOCTO_DOCS_REF_URL;#ref-tasks-patch'><filename>do_patch</filename></ulink>,
+ and so forth).
+ </para></listitem>
+ <listitem><para><emphasis>Upstream:</emphasis> A reference to source code or repositories
+ that are not local to the development system but located in a master area that is controlled
+ by the maintainer of the source code.
+ For example, in order for a developer to work on a particular piece of code, they need to
+ first get a copy of it from an "upstream" source.</para></listitem>
+ </itemizedlist>
+ </para>
+</section>
+
+<section id='licensing'>
+ <title>Licensing</title>
+
+ <para>
+ Because open source projects are open to the public, they have different licensing structures in place.
+ License evolution for both Open Source and Free Software has an interesting history.
+ If you are interested in this history, you can find basic information here:
+ <itemizedlist>
+ <listitem><para><ulink url='http://en.wikipedia.org/wiki/Open-source_license'>Open source license history</ulink>
+ </para></listitem>
+ <listitem><para><ulink url='http://en.wikipedia.org/wiki/Free_software_license'>Free software license
+ history</ulink></para></listitem>
+ </itemizedlist>
+ </para>
+
+ <para>
+ In general, the Yocto Project is broadly licensed under the Massachusetts Institute of Technology
+ (MIT) License.
+ MIT licensing permits the reuse of software within proprietary software as long as the
+ license is distributed with that software.
+ MIT is also compatible with the GNU General Public License (GPL).
+ Patches to the Yocto Project follow the upstream licensing scheme.
+ You can find information on the MIT license
+ <ulink url='http://www.opensource.org/licenses/mit-license.php'>here</ulink>.
+ You can find information on the GNU GPL <ulink url='http://www.opensource.org/licenses/LGPL-3.0'>
+ here</ulink>.
+ </para>
+
+ <para>
+ When you build an image using the Yocto Project, the build process uses a
+ known list of licenses to ensure compliance.
+ You can find this list in the
+ <link linkend='source-directory'>Source Directory</link> at
+ <filename>meta/files/common-licenses</filename>.
+ Once the build completes, the list of all licenses found and used during that build are
+ kept in the
+ <link linkend='build-directory'>Build Directory</link> at
+ <filename>tmp/deploy/licenses</filename>.
+ </para>
+
+ <para>
+ If a module requires a license that is not in the base list, the build process
+ generates a warning during the build.
+ These tools make it easier for a developer to be certain of the licenses with which
+ their shipped products must comply.
+ However, even with these tools it is still up to the developer to resolve potential licensing issues.
+ </para>
+
+ <para>
+ The base list of licenses used by the build process is a combination of the Software Package
+ Data Exchange (SPDX) list and the Open Source Initiative (OSI) projects.
+ <ulink url='http://spdx.org'>SPDX Group</ulink> is a working group of the Linux Foundation
+ that maintains a specification
+ for a standard format for communicating the components, licenses, and copyrights
+ associated with a software package.
+ <ulink url='http://opensource.org'>OSI</ulink> is a corporation dedicated to the Open Source
+ Definition and the effort for reviewing and approving licenses that
+ conform to the Open Source Definition (OSD).
+ </para>
+
+ <para>
+ You can find a list of the combined SPDX and OSI licenses that the
+ Yocto Project uses in the
+ <filename>meta/files/common-licenses</filename> directory in your
+ <link linkend='source-directory'>Source Directory</link>.
+ </para>
+
+ <para>
+ For information that can help you maintain compliance with various
+ open source licensing during the lifecycle of a product created using
+ the Yocto Project, see the
+ "<link linkend='maintaining-open-source-license-compliance-during-your-products-lifecycle'>Maintaining Open Source License Compliance During Your Product's Lifecycle</link>"
+ section.
+ </para>
+</section>
+
+<section id='git'>
+ <title>Git</title>
+
+ <para>
+ The Yocto Project makes extensive use of Git,
+ which is a free, open source distributed version control system.
+ Git supports distributed development, non-linear development, and can handle large projects.
+ It is best that you have some fundamental understanding of how Git tracks projects and
+ how to work with Git if you are going to use the Yocto Project for development.
+ This section provides a quick overview of how Git works and provides you with a summary
+ of some essential Git commands.
+ </para>
+
+ <para>
+ For more information on Git, see
+ <ulink url='http://git-scm.com/documentation'></ulink>.
+ If you need to download Git, go to <ulink url='http://git-scm.com/download'></ulink>.
+ </para>
+
+ <section id='repositories-tags-and-branches'>
+ <title>Repositories, Tags, and Branches</title>
+
+ <para>
+ As mentioned earlier in the section
+ "<link linkend='yocto-project-repositories'>Yocto Project Source Repositories</link>",
+ the Yocto Project maintains source repositories at
+ <ulink url='&YOCTO_GIT_URL;/cgit.cgi'></ulink>.
+ If you look at this web-interface of the repositories, each item is a separate
+ Git repository.
+ </para>
+
+ <para>
+ Git repositories use branching techniques that track content change (not files)
+ within a project (e.g. a new feature or updated documentation).
+ Creating a tree-like structure based on project divergence allows for excellent historical
+ information over the life of a project.
+ This methodology also allows for an environment from which you can do lots of
+ local experimentation on projects as you develop changes or new features.
+ </para>
+
+ <para>
+ A Git repository represents all development efforts for a given project.
+ For example, the Git repository <filename>poky</filename> contains all changes
+ and developments for Poky over the course of its entire life.
+ That means that all changes that make up all releases are captured.
+ The repository maintains a complete history of changes.
+ </para>
+
+ <para>
+ You can create a local copy of any repository by "cloning" it with the Git
+ <filename>clone</filename> command.
+ When you clone a Git repository, you end up with an identical copy of the
+ repository on your development system.
+ Once you have a local copy of a repository, you can take steps to develop locally.
+ For examples on how to clone Git repositories, see the
+ "<link linkend='getting-setup'>Getting Set Up</link>" section.
+ </para>
+
+ <para>
+ It is important to understand that Git tracks content change and
+ not files.
+ Git uses "branches" to organize different development efforts.
+ For example, the <filename>poky</filename> repository has
+ several branches that include the current
+ <filename>&DISTRO_NAME_NO_CAP;</filename> branch, the
+ <filename>master</filename> branch, and many branches for past
+ Yocto Project releases.
+ You can see all the branches by going to
+ <ulink url='&YOCTO_GIT_URL;/cgit.cgi/poky/'></ulink> and
+ clicking on the
+ <filename><ulink url='&YOCTO_GIT_URL;/cgit.cgi/poky/refs/heads'>[...]</ulink></filename>
+ link beneath the "Branch" heading.
+ </para>
+
+ <para>
+ Each of these branches represents a specific area of development.
+ The <filename>master</filename> branch represents the current or most recent
+ development.
+ All other branches represent offshoots of the <filename>master</filename>
+ branch.
+ </para>
+
+ <para>
+ When you create a local copy of a Git repository, the copy has the same set
+ of branches as the original.
+ This means you can use Git to create a local working area (also called a branch)
+ that tracks a specific development branch from the source Git repository.
+ in other words, you can define your local Git environment to work on any development
+ branch in the repository.
+ To help illustrate, here is a set of commands that creates a local copy of the
+ <filename>poky</filename> Git repository and then creates and checks out a local
+ Git branch that tracks the Yocto Project &DISTRO; Release (&DISTRO_NAME;) development:
+ <literallayout class='monospaced'>
+ $ cd ~
+ $ git clone git://git.yoctoproject.org/poky
+ $ cd poky
+ $ git checkout -b &DISTRO_NAME_NO_CAP; origin/&DISTRO_NAME_NO_CAP;
+ </literallayout>
+ In this example, the name of the top-level directory of your local
+ <link linkend='source-directory'>Source Directory</link>
+ is "poky" and the name of that local working area (local branch)
+ you just created and checked out is "&DISTRO_NAME_NO_CAP;".
+ The files in your local repository now reflect the same files that
+ are in the "&DISTRO_NAME_NO_CAP;" development branch of the
+ Yocto Project's "poky" upstream repository.
+ It is important to understand that when you create and checkout a
+ local working branch based on a branch name,
+ your local environment matches the "tip" of that development branch
+ at the time you created your local branch, which could be
+ different from the files at the time of a similarly named release.
+ In other words, creating and checking out a local branch based on
+ the "&DISTRO_NAME_NO_CAP;" branch name is not the same as
+ cloning and checking out the "master" branch.
+ Keep reading to see how you create a local snapshot of a Yocto
+ Project Release.
+ </para>
+
+ <para>
+ Git uses "tags" to mark specific changes in a repository.
+ Typically, a tag is used to mark a special point such as the final
+ change before a project is released.
+ You can see the tags used with the <filename>poky</filename> Git
+ repository by going to
+ <ulink url='&YOCTO_GIT_URL;/cgit.cgi/poky/'></ulink> and
+ clicking on the
+ <filename><ulink url='&YOCTO_GIT_URL;/cgit.cgi/poky/refs/tags'>[...]</ulink></filename>
+ link beneath the "Tag" heading.
+ </para>
+
+ <para>
+ Some key tags are
+ <filename>dizzy-12.0.0</filename>,
+ <filename>fido-13.0.0</filename>,
+ <filename>jethro-14.0.0</filename>, and
+ <filename>&DISTRO_NAME_NO_CAP;-&POKYVERSION;</filename>.
+ These tags represent Yocto Project releases.
+ </para>
+
+ <para>
+ When you create a local copy of the Git repository, you also have access to all the
+ tags.
+ Similar to branches, you can create and checkout a local working Git branch based
+ on a tag name.
+ When you do this, you get a snapshot of the Git repository that reflects
+ the state of the files when the change was made associated with that tag.
+ The most common use is to checkout a working branch that matches a specific
+ Yocto Project release.
+ Here is an example:
+ <literallayout class='monospaced'>
+ $ cd ~
+ $ git clone git://git.yoctoproject.org/poky
+ $ cd poky
+ $ git checkout -b my-&DISTRO_NAME_NO_CAP;-&POKYVERSION; &DISTRO_NAME_NO_CAP;-&POKYVERSION;
+ </literallayout>
+ In this example, the name of the top-level directory of your local Yocto Project
+ Files Git repository is <filename>poky</filename>.
+ And, the name of the local branch you have created and checked out is
+ <filename>my-&DISTRO_NAME_NO_CAP;-&POKYVERSION;</filename>.
+ The files in your repository now exactly match the Yocto Project &DISTRO;
+ Release tag (<filename>&DISTRO_NAME_NO_CAP;-&POKYVERSION;</filename>).
+ It is important to understand that when you create and checkout a local
+ working branch based on a tag, your environment matches a specific point
+ in time and not the entire development branch.
+ </para>
+ </section>
+
+ <section id='basic-commands'>
+ <title>Basic Commands</title>
+
+ <para>
+ Git has an extensive set of commands that lets you manage changes and perform
+ collaboration over the life of a project.
+ Conveniently though, you can manage with a small set of basic operations and workflows
+ once you understand the basic philosophy behind Git.
+ You do not have to be an expert in Git to be functional.
+ A good place to look for instruction on a minimal set of Git commands is
+ <ulink url='http://git-scm.com/documentation'>here</ulink>.
+ If you need to download Git, you can do so
+ <ulink url='http://git-scm.com/download'>here</ulink>, although
+ any reasonably current Linux distribution should already have an
+ installable package for Git.
+ </para>
+
+ <para>
+ If you do not know much about Git, you should educate
+ yourself by visiting the links previously mentioned.
+ </para>
+
+ <para>
+ The following list briefly describes some basic Git operations as a way to get started.
+ As with any set of commands, this list (in most cases) simply shows the base command and
+ omits the many arguments they support.
+ See the Git documentation for complete descriptions and strategies on how to use these commands:
+ <itemizedlist>
+ <listitem><para><emphasis><filename>git init</filename>:</emphasis> Initializes an empty Git repository.
+ You cannot use Git commands unless you have a <filename>.git</filename> repository.</para></listitem>
+ <listitem><para><emphasis><filename>git clone</filename>:</emphasis>
+ Creates a local clone of a Git repository.
+ During collaboration, this command allows you to create a
+ local Git repository that is on equal footing with a fellow
+ developer’s Git repository.
+ </para></listitem>
+ <listitem><para><emphasis><filename>git add</filename>:</emphasis> Stages updated file contents
+ to the index that
+ Git uses to track changes.
+ You must stage all files that have changed before you can commit them.</para></listitem>
+ <listitem><para><emphasis><filename>git commit</filename>:</emphasis> Creates a "commit" that documents
+ the changes you made.
+ Commits are used for historical purposes, for determining if a maintainer of a project
+ will allow the change, and for ultimately pushing the change from your local Git repository
+ into the project’s upstream (or master) repository.</para></listitem>
+ <listitem><para><emphasis><filename>git status</filename>:</emphasis> Reports any modified files that
+ possibly need to be staged and committed.</para></listitem>
+ <listitem><para><emphasis><filename>git checkout</filename> <replaceable>branch-name</replaceable>:</emphasis> Changes
+ your working branch.
+ This command is analogous to "cd".</para></listitem>
+ <listitem><para><emphasis><filename>git checkout –b</filename> <replaceable>working-branch</replaceable>:</emphasis> Creates
+ a working branch on your local machine where you can isolate work.
+ It is a good idea to use local branches when adding specific features or changes.
+ This way if you do not like what you have done you can easily get rid of the work.</para></listitem>
+ <listitem><para><emphasis><filename>git branch</filename>:</emphasis> Reports
+ existing local branches and
+ tells you the branch in which you are currently working.</para></listitem>
+ <listitem><para><emphasis><filename>git branch -D</filename> <replaceable>branch-name</replaceable>:</emphasis>
+ Deletes an existing local branch.
+ You need to be in a local branch other than the one you are deleting
+ in order to delete <replaceable>branch-name</replaceable>.</para></listitem>
+ <listitem><para><emphasis><filename>git pull</filename>:</emphasis> Retrieves information
+ from an upstream Git
+ repository and places it in your local Git repository.
+ You use this command to make sure you are synchronized with the repository
+ from which you are basing changes (.e.g. the master branch).</para></listitem>
+ <listitem><para><emphasis><filename>git push</filename>:</emphasis>
+ Sends all your committed local changes to an upstream Git
+ repository (e.g. a contribution repository).
+ The maintainer of the project draws from these repositories
+ when adding changes to the project’s master repository or
+ other development branch.
+ </para></listitem>
+ <listitem><para><emphasis><filename>git merge</filename>:</emphasis> Combines or adds changes from one
+ local branch of your repository with another branch.
+ When you create a local Git repository, the default branch is named "master".
+ A typical workflow is to create a temporary branch for isolated work, make and commit your
+ changes, switch to your local master branch, merge the changes from the temporary branch into the
+ local master branch, and then delete the temporary branch.</para></listitem>
+ <listitem><para><emphasis><filename>git cherry-pick</filename>:</emphasis> Choose and apply specific
+ commits from one branch into another branch.
+ There are times when you might not be able to merge all the changes in one branch with
+ another but need to pick out certain ones.</para></listitem>
+ <listitem><para><emphasis><filename>gitk</filename>:</emphasis> Provides a GUI view of the branches
+ and changes in your local Git repository.
+ This command is a good way to graphically see where things have diverged in your
+ local repository.</para></listitem>
+ <listitem><para><emphasis><filename>git log</filename>:</emphasis> Reports a history of your changes to the
+ repository.</para></listitem>
+ <listitem><para><emphasis><filename>git diff</filename>:</emphasis> Displays line-by-line differences
+ between your local working files and the same files in the upstream Git repository that your
+ branch currently tracks.</para></listitem>
+ </itemizedlist>
+ </para>
+ </section>
+</section>
+
+<section id='workflows'>
+ <title>Workflows</title>
+
+ <para>
+ This section provides some overview on workflows using Git.
+ In particular, the information covers basic practices that describe roles and actions in a
+ collaborative development environment.
+ Again, if you are familiar with this type of development environment, you might want to just
+ skip this section.
+ </para>
+
+ <para>
+ The Yocto Project files are maintained using Git in a "master" branch whose Git history
+ tracks every change and whose structure provides branches for all diverging functionality.
+ Although there is no need to use Git, many open source projects do so.
+ For the Yocto Project, a key individual called the "maintainer" is responsible for the "master"
+ branch of a given Git repository.
+ The "master" branch is the “upstream” repository where the final builds of the project occur.
+ The maintainer is responsible for accepting changes from other developers and for
+ organizing the underlying branch structure to reflect release strategies and so forth.
+ <note>For information on finding out who is responsible for (maintains)
+ a particular area of code, see the
+ "<link linkend='how-to-submit-a-change'>How to Submit a Change</link>"
+ section.
+ </note>
+ </para>
+
+ <para>
+ The project also has an upstream contribution Git repository named
+ <filename>poky-contrib</filename>.
+ You can see all the branches in this repository using the web interface
+ of the
+ <ulink url='&YOCTO_GIT_URL;'>Source Repositories</ulink> organized
+ within the "Poky Support" area.
+ These branches temporarily hold changes to the project that have been
+ submitted or committed by the Yocto Project development team and by
+ community members who contribute to the project.
+ The maintainer determines if the changes are qualified to be moved
+ from the "contrib" branches into the "master" branch of the Git
+ repository.
+ </para>
+
+ <para>
+ Developers (including contributing community members) create and maintain cloned repositories
+ of the upstream "master" branch.
+ These repositories are local to their development platforms and are used to develop changes.
+ When a developer is satisfied with a particular feature or change, they "push" the changes
+ to the appropriate "contrib" repository.
+ </para>
+
+ <para>
+ Developers are responsible for keeping their local repository up-to-date with "master".
+ They are also responsible for straightening out any conflicts that might arise within files
+ that are being worked on simultaneously by more than one person.
+ All this work is done locally on the developer’s machines before anything is pushed to a
+ "contrib" area and examined at the maintainer’s level.
+ </para>
+
+ <para>
+ A somewhat formal method exists by which developers commit changes and push them into the
+ "contrib" area and subsequently request that the maintainer include them into "master"
+ This process is called “submitting a patch” or "submitting a change."
+ For information on submitting patches and changes, see the
+ "<link linkend='how-to-submit-a-change'>How to Submit a Change</link>" section.
+ </para>
+
+ <para>
+ To summarize the environment: a single point of entry exists for
+ changes into the project’s "master" branch of the Git repository,
+ which is controlled by the project’s maintainer.
+ And, a set of developers exist who independently develop, test, and
+ submit changes to "contrib" areas for the maintainer to examine.
+ The maintainer then chooses which changes are going to become a
+ permanent part of the project.
+ </para>
+
+ <para>
+ <imagedata fileref="figures/git-workflow.png" width="6in" depth="3in" align="left" scalefit="1" />
+ </para>
+
+ <para>
+ While each development environment is unique, there are some best practices or methods
+ that help development run smoothly.
+ The following list describes some of these practices.
+ For more information about Git workflows, see the workflow topics in the
+ <ulink url='http://book.git-scm.com'>Git Community Book</ulink>.
+ <itemizedlist>
+ <listitem><para><emphasis>Make Small Changes:</emphasis> It is best to keep the changes you commit
+ small as compared to bundling many disparate changes into a single commit.
+ This practice not only keeps things manageable but also allows the maintainer
+ to more easily include or refuse changes.</para>
+ <para>It is also good practice to leave the repository in a state that allows you to
+ still successfully build your project. In other words, do not commit half of a feature,
+ then add the other half as a separate, later commit.
+ Each commit should take you from one buildable project state to another
+ buildable state.</para></listitem>
+ <listitem><para><emphasis>Use Branches Liberally:</emphasis> It is very easy to create, use, and
+ delete local branches in your working Git repository.
+ You can name these branches anything you like.
+ It is helpful to give them names associated with the particular feature or change
+ on which you are working.
+ Once you are done with a feature or change and have merged it
+ into your local master branch, simply discard the temporary
+ branch.</para></listitem>
+ <listitem><para><emphasis>Merge Changes:</emphasis> The <filename>git merge</filename>
+ command allows you to take the
+ changes from one branch and fold them into another branch.
+ This process is especially helpful when more than a single developer might be working
+ on different parts of the same feature.
+ Merging changes also automatically identifies any collisions or "conflicts"
+ that might happen as a result of the same lines of code being altered by two different
+ developers.</para></listitem>
+ <listitem><para><emphasis>Manage Branches:</emphasis> Because branches are easy to use, you should
+ use a system where branches indicate varying levels of code readiness.
+ For example, you can have a "work" branch to develop in, a "test" branch where the code or
+ change is tested, a "stage" branch where changes are ready to be committed, and so forth.
+ As your project develops, you can merge code across the branches to reflect ever-increasing
+ stable states of the development.</para></listitem>
+ <listitem><para><emphasis>Use Push and Pull:</emphasis> The push-pull workflow is based on the
+ concept of developers "pushing" local commits to a remote repository, which is
+ usually a contribution repository.
+ This workflow is also based on developers "pulling" known states of the project down into their
+ local development repositories.
+ The workflow easily allows you to pull changes submitted by other developers from the
+ upstream repository into your work area ensuring that you have the most recent software
+ on which to develop.
+ The Yocto Project has two scripts named <filename>create-pull-request</filename> and
+ <filename>send-pull-request</filename> that ship with the release to facilitate this
+ workflow.
+ You can find these scripts in the <filename>scripts</filename>
+ folder of the
+ <link linkend='source-directory'>Source Directory</link>.
+ For information on how to use these scripts, see the
+ "<link linkend='pushing-a-change-upstream'>Using Scripts to Push a Change Upstream and Request a Pull</link>" section.
+ </para></listitem>
+ <listitem><para><emphasis>Patch Workflow:</emphasis> This workflow allows you to notify the
+ maintainer through an email that you have a change (or patch) you would like considered
+ for the "master" branch of the Git repository.
+ To send this type of change, you format the patch and then send the email using the Git commands
+ <filename>git format-patch</filename> and <filename>git send-email</filename>.
+ For information on how to use these scripts, see the
+ "<link linkend='how-to-submit-a-change'>How to Submit a Change</link>"
+ section.
+ </para></listitem>
+ </itemizedlist>
+ </para>
+</section>
+
+<section id='tracking-bugs'>
+ <title>Tracking Bugs</title>
+
+ <para>
+ The Yocto Project uses its own implementation of
+ <ulink url='http://www.bugzilla.org/about/'>Bugzilla</ulink> to track bugs.
+ Implementations of Bugzilla work well for group development because they track bugs and code
+ changes, can be used to communicate changes and problems with developers, can be used to
+ submit and review patches, and can be used to manage quality assurance.
+ The home page for the Yocto Project implementation of Bugzilla is
+ <ulink url='&YOCTO_BUGZILLA_URL;'>&YOCTO_BUGZILLA_URL;</ulink>.
+ </para>
+
+ <para>
+ Sometimes it is helpful to submit, investigate, or track a bug against the Yocto Project itself
+ such as when discovering an issue with some component of the build system that acts contrary
+ to the documentation or your expectations.
+ Following is the general procedure for submitting a new bug using the Yocto Project
+ Bugzilla.
+ You can find more information on defect management, bug tracking, and feature request
+ processes all accomplished through the Yocto Project Bugzilla on the
+ <ulink url='&YOCTO_WIKI_URL;/wiki/Bugzilla_Configuration_and_Bug_Tracking'>wiki page</ulink>.
+ <orderedlist>
+ <listitem><para>Always use the Yocto Project implementation of Bugzilla to submit
+ a bug.</para></listitem>
+ <listitem><para>When submitting a new bug, be sure to choose the appropriate
+ Classification, Product, and Component for which the issue was found.
+ Defects for the Yocto Project fall into one of seven classifications:
+ Yocto Project Components, Infrastructure, Build System &amp; Metadata,
+ Documentation, QA/Testing, Runtime and Hardware.
+ Each of these Classifications break down into multiple Products and, in some
+ cases, multiple Components.</para></listitem>
+ <listitem><para>Use the bug form to choose the correct Hardware and Architecture
+ for which the bug applies.</para></listitem>
+ <listitem><para>Indicate the Yocto Project version you were using when the issue
+ occurred.</para></listitem>
+ <listitem><para>Be sure to indicate the Severity of the bug.
+ Severity communicates how the bug impacted your work.</para></listitem>
+ <listitem><para>Select the appropriate "Documentation change" item
+ for the bug.
+ Fixing a bug may or may not affect the Yocto Project
+ documentation.</para></listitem>
+ <listitem><para>Provide a brief summary of the issue.
+ Try to limit your summary to just a line or two and be sure to capture the
+ essence of the issue.</para></listitem>
+ <listitem><para>Provide a detailed description of the issue.
+ You should provide as much detail as you can about the context, behavior, output,
+ and so forth that surrounds the issue.
+ You can even attach supporting files for output from logs by
+ using the "Add an attachment" button.</para></listitem>
+ <listitem><para>Be sure to copy the appropriate people in the
+ "CC List" for the bug.
+ See the "<link linkend='how-to-submit-a-change'>How to Submit a Change</link>"
+ section for information about finding out who is responsible
+ for code.</para></listitem>
+ <listitem><para>Submit the bug by clicking the "Submit Bug" button.</para></listitem>
+ </orderedlist>
+ </para>
+</section>
+
+<section id='how-to-submit-a-change'>
+ <title>How to Submit a Change</title>
+
+ <para>
+ Contributions to the Yocto Project and OpenEmbedded are very welcome.
+ Because the system is extremely configurable and flexible, we recognize that developers
+ will want to extend, configure or optimize it for their specific uses.
+ You should send patches to the appropriate mailing list so that they
+ can be reviewed and merged by the appropriate maintainer.
+ </para>
+
+ <para>
+ Before submitting any change, be sure to find out who you should be
+ notifying.
+ Several methods exist through which you find out who you should be copying
+ or notifying:
+ <itemizedlist>
+ <listitem><para><emphasis>Maintenance File:</emphasis>
+ Examine the <filename>maintainers.inc</filename> file, which is
+ located in the
+ <link linkend='source-directory'>Source Directory</link>
+ at <filename>meta-poky/conf/distro/include</filename>, to
+ see who is responsible for code.
+ </para></listitem>
+ <listitem><para><emphasis>Board Support Package (BSP) README Files:</emphasis>
+ For BSP maintainers of supported BSPs, you can examine
+ individual BSP <filename>README</filename> files.
+ In addition, some layers (such as the <filename>meta-intel</filename> layer),
+ include a <filename>MAINTAINERS</filename> file which contains
+ a list of all supported BSP maintainers for that layer.
+ </para></listitem>
+ <listitem><para><emphasis>Search by File:</emphasis>
+ Using <link linkend='git'>Git</link>, you can enter the
+ following command to bring up a short list of all commits
+ against a specific file:
+ <literallayout class='monospaced'>
+ git shortlog -- <replaceable>filename</replaceable>
+ </literallayout>
+ Just provide the name of the file for which you are interested.
+ The information returned is not ordered by history but does
+ include a list of all committers grouped by name.
+ From the list, you can see who is responsible for the bulk of
+ the changes against the file.
+ </para></listitem>
+ </itemizedlist>
+ </para>
+
+ <para>
+ For a list of the Yocto Project and related mailing lists, see the
+ "<ulink url='&YOCTO_DOCS_REF_URL;#resources-mailinglist'>Mailing lists</ulink>" section in
+ the Yocto Project Reference Manual.
+ </para>
+
+ <para>
+ Here is some guidance on which mailing list to use for what type of change:
+ <itemizedlist>
+ <listitem><para>For changes to the core
+ <link linkend='metadata'>Metadata</link>, send your patch to the
+ <ulink url='&OE_LISTS_URL;/listinfo/openembedded-core'>openembedded-core</ulink> mailing list.
+ For example, a change to anything under the <filename>meta</filename> or
+ <filename>scripts</filename> directories
+ should be sent to this mailing list.</para></listitem>
+ <listitem><para>For changes to BitBake (anything under the <filename>bitbake</filename>
+ directory), send your patch to the
+ <ulink url='&OE_LISTS_URL;/listinfo/bitbake-devel'>bitbake-devel</ulink> mailing list.</para></listitem>
+ <listitem><para>For changes to <filename>meta-poky</filename>, send your patch to the
+ <ulink url='&YOCTO_LISTS_URL;/listinfo/poky'>poky</ulink> mailing list.</para></listitem>
+ <listitem><para>For changes to other layers hosted on
+ <filename>yoctoproject.org</filename> (unless the
+ layer's documentation specifies otherwise), tools, and Yocto Project
+ documentation, use the
+ <ulink url='&YOCTO_LISTS_URL;/listinfo/yocto'>yocto</ulink> mailing list.</para></listitem>
+ <listitem><para>For additional recipes that do not fit into the core Metadata,
+ you should determine which layer the recipe should go into and submit the
+ change in the manner recommended by the documentation (e.g. README) supplied
+ with the layer. If in doubt, please ask on the
+ <ulink url='&YOCTO_LISTS_URL;/listinfo/yocto'>yocto</ulink> or
+ <ulink url='&OE_LISTS_URL;/listinfo/openembedded-devel'>openembedded-devel</ulink>
+ mailing lists.</para></listitem>
+ </itemizedlist>
+ </para>
+
+ <para>
+ When you send a patch, be sure to include a "Signed-off-by:"
+ line in the same style as required by the Linux kernel.
+ Adding this line signifies that you, the submitter, have agreed to the Developer's Certificate of Origin 1.1
+ as follows:
+ <literallayout class='monospaced'>
+ Developer's Certificate of Origin 1.1
+
+ By making a contribution to this project, I certify that:
+
+ (a) The contribution was created in whole or in part by me and I
+ have the right to submit it under the open source license
+ indicated in the file; or
+
+ (b) The contribution is based upon previous work that, to the best
+ of my knowledge, is covered under an appropriate open source
+ license and I have the right under that license to submit that
+ work with modifications, whether created in whole or in part
+ by me, under the same open source license (unless I am
+ permitted to submit under a different license), as indicated
+ in the file; or
+
+ (c) The contribution was provided directly to me by some other
+ person who certified (a), (b) or (c) and I have not modified
+ it.
+
+ (d) I understand and agree that this project and the contribution
+ are public and that a record of the contribution (including all
+ personal information I submit with it, including my sign-off) is
+ maintained indefinitely and may be redistributed consistent with
+ this project or the open source license(s) involved.
+ </literallayout>
+ </para>
+
+ <para>
+ In a collaborative environment, it is necessary to have some sort of standard
+ or method through which you submit changes.
+ Otherwise, things could get quite chaotic.
+ One general practice to follow is to make small, controlled changes.
+ Keeping changes small and isolated aids review, makes merging/rebasing easier
+ and keeps the change history clean when anyone needs to refer to it in future.
+ </para>
+
+ <para>
+ When you make a commit, you must follow certain standards established by the
+ OpenEmbedded and Yocto Project development teams.
+ For each commit, you must provide a single-line summary of the change and you
+ should almost always provide a more detailed description of what you did (i.e.
+ the body of the commit message).
+ The only exceptions for not providing a detailed description would be if your
+ change is a simple, self-explanatory change that needs no further description
+ beyond the summary.
+ Here are the guidelines for composing a commit message:
+ <itemizedlist>
+ <listitem><para>Provide a single-line, short summary of the change.
+ This summary is typically viewable in the "shortlist" of changes.
+ Thus, providing something short and descriptive that gives the reader
+ a summary of the change is useful when viewing a list of many commits.
+ This short description should be prefixed by the recipe name (if changing a recipe), or
+ else the short form path to the file being changed.
+ </para></listitem>
+ <listitem><para>For the body of the commit message, provide detailed information
+ that describes what you changed, why you made the change, and the approach
+ you used. It may also be helpful if you mention how you tested the change.
+ Provide as much detail as you can in the body of the commit message.
+ </para></listitem>
+ <listitem><para>
+ If the change addresses a specific bug or issue that is
+ associated with a bug-tracking ID, include a reference to that
+ ID in your detailed description.
+ For example, the Yocto Project uses a specific convention for
+ bug references - any commit that addresses a specific bug should
+ use the following form for the detailed description:
+ <literallayout class='monospaced'>
+ Fixes [YOCTO #<replaceable>bug-id</replaceable>]
+
+ <replaceable>detailed description of change</replaceable>
+ </literallayout></para></listitem>
+ Where <replaceable>bug-id</replaceable> is replaced with the
+ specific bug ID from the Yocto Project Bugzilla instance.
+ </itemizedlist>
+ </para>
+
+ <para>
+ You can find more guidance on creating well-formed commit messages at this OpenEmbedded
+ wiki page:
+ <ulink url='&OE_HOME_URL;/wiki/Commit_Patch_Message_Guidelines'></ulink>.
+ </para>
+
+ <para>
+ The next two sections describe general instructions for both pushing
+ changes upstream and for submitting changes as patches.
+ </para>
+
+ <section id='pushing-a-change-upstream'>
+ <title>Using Scripts to Push a Change Upstream and Request a Pull</title>
+
+ <para>
+ The basic flow for pushing a change to an upstream "contrib" Git repository is as follows:
+ <itemizedlist>
+ <listitem><para>Make your changes in your local Git repository.</para></listitem>
+ <listitem><para>Stage your changes by using the <filename>git add</filename>
+ command on each file you changed.</para></listitem>
+ <listitem><para>
+ Commit the change by using the
+ <filename>git commit</filename> command.
+ Be sure to provide a commit message that follows the
+ project’s commit message standards as described earlier.
+ </para></listitem>
+ <listitem><para>
+ Push the change to the upstream "contrib" repository by
+ using the <filename>git push</filename> command.
+ </para></listitem>
+ <listitem><para>Notify the maintainer that you have pushed a change by making a pull
+ request.
+ The Yocto Project provides two scripts that conveniently let you generate and send
+ pull requests to the Yocto Project.
+ These scripts are <filename>create-pull-request</filename> and
+ <filename>send-pull-request</filename>.
+ You can find these scripts in the <filename>scripts</filename> directory
+ within the <link linkend='source-directory'>Source Directory</link>.</para>
+ <para>Using these scripts correctly formats the requests without introducing any
+ whitespace or HTML formatting.
+ The maintainer that receives your patches needs to be able to save and apply them
+ directly from your emails.
+ Using these scripts is the preferred method for sending patches.</para>
+ <para>For help on using these scripts, simply provide the
+ <filename>-h</filename> argument as follows:
+ <literallayout class='monospaced'>
+ $ poky/scripts/create-pull-request -h
+ $ poky/scripts/send-pull-request -h
+ </literallayout></para></listitem>
+ </itemizedlist>
+ </para>
+
+ <para>
+ You can find general Git information on how to push a change upstream in the
+ <ulink url='http://git-scm.com/book/en/v2/Distributed-Git-Distributed-Workflows'>Git Community Book</ulink>.
+ </para>
+ </section>
+
+ <section id='submitting-a-patch'>
+ <title>Using Email to Submit a Patch</title>
+
+ <para>
+ You can submit patches without using the <filename>create-pull-request</filename> and
+ <filename>send-pull-request</filename> scripts described in the previous section.
+ However, keep in mind, the preferred method is to use the scripts.
+ </para>
+
+ <para>
+ Depending on the components changed, you need to submit the email to a specific
+ mailing list.
+ For some guidance on which mailing list to use, see the list in the
+ "<link linkend='how-to-submit-a-change'>How to Submit a Change</link>"
+ section.
+ For a description of the available mailing lists, see the
+ "<ulink url='&YOCTO_DOCS_REF_URL;#resources-mailinglist'>Mailing Lists</ulink>"
+ section in the Yocto Project Reference Manual.
+ </para>
+
+ <para>
+ Here is the general procedure on how to submit a patch through email without using the
+ scripts:
+ <itemizedlist>
+ <listitem><para>Make your changes in your local Git repository.</para></listitem>
+ <listitem><para>Stage your changes by using the <filename>git add</filename>
+ command on each file you changed.</para></listitem>
+ <listitem><para>Commit the change by using the
+ <filename>git commit --signoff</filename> command.
+ Using the <filename>--signoff</filename> option identifies you as the person
+ making the change and also satisfies the Developer's Certificate of
+ Origin (DCO) shown earlier.</para>
+ <para>When you form a commit, you must follow certain standards established by the
+ Yocto Project development team.
+ See the earlier section
+ "<link linkend='how-to-submit-a-change'>How to Submit a Change</link>"
+ for Yocto Project commit message standards.</para></listitem>
+ <listitem><para>Format the commit into an email message.
+ To format commits, use the <filename>git format-patch</filename> command.
+ When you provide the command, you must include a revision list or a number of patches
+ as part of the command.
+ For example, either of these two commands takes your most
+ recent single commit and formats it as an email message in
+ the current directory:
+ <literallayout class='monospaced'>
+ $ git format-patch -1
+ </literallayout>
+ or
+ <literallayout class='monospaced'>
+ $ git format-patch HEAD~
+ </literallayout></para>
+ <para>After the command is run, the current directory contains a
+ numbered <filename>.patch</filename> file for the commit.</para>
+ <para>If you provide several commits as part of the command,
+ the <filename>git format-patch</filename> command produces a
+ series of numbered files in the current directory – one for each commit.
+ If you have more than one patch, you should also use the
+ <filename>--cover</filename> option with the command, which generates a
+ cover letter as the first "patch" in the series.
+ You can then edit the cover letter to provide a description for
+ the series of patches.
+ For information on the <filename>git format-patch</filename> command,
+ see <filename>GIT_FORMAT_PATCH(1)</filename> displayed using the
+ <filename>man git-format-patch</filename> command.</para>
+ <note>If you are or will be a frequent contributor to the Yocto Project
+ or to OpenEmbedded, you might consider requesting a contrib area and the
+ necessary associated rights.</note></listitem>
+ <listitem><para>Import the files into your mail client by using the
+ <filename>git send-email</filename> command.
+ <note>In order to use <filename>git send-email</filename>, you must have the
+ the proper Git packages installed.
+ For Ubuntu, Debian, and Fedora the package is <filename>git-email</filename>.</note></para>
+ <para>The <filename>git send-email</filename> command sends email by using a local
+ or remote Mail Transport Agent (MTA) such as
+ <filename>msmtp</filename>, <filename>sendmail</filename>, or through a direct
+ <filename>smtp</filename> configuration in your Git <filename>config</filename>
+ file.
+ If you are submitting patches through email only, it is very important
+ that you submit them without any whitespace or HTML formatting that
+ either you or your mailer introduces.
+ The maintainer that receives your patches needs to be able to save and
+ apply them directly from your emails.
+ A good way to verify that what you are sending will be applicable by the
+ maintainer is to do a dry run and send them to yourself and then
+ save and apply them as the maintainer would.</para>
+ <para>The <filename>git send-email</filename> command is the preferred method
+ for sending your patches since there is no risk of compromising whitespace
+ in the body of the message, which can occur when you use your own mail client.
+ The command also has several options that let you
+ specify recipients and perform further editing of the email message.
+ For information on how to use the <filename>git send-email</filename> command,
+ see <filename>GIT-SEND-EMAIL(1)</filename> displayed using
+ the <filename>man git-send-email</filename> command.
+ </para></listitem>
+ </itemizedlist>
+ </para>
+ </section>
+</section>
+</chapter>
+<!--
+vim: expandtab tw=80 ts=4
+-->
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