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Release notes are important for any product release. The formality of these depends on the audience. If your product is aimed at developers, then a “read me” text file is probably fine. In other cases, you may want to make them more formal. Whatever the media, they should address the needs of the audience. Don’t provide a lot of added information that isn’t needed.

When Janet gets a new release, one of the first things she does is check the version and all of the components. “Did I get what they said they gave me? Are there special instructions I need to consider before installing, such as dependencies or upgrade scripts?” Those are good simple questions to answer in release notes. Other things to include are the new features that the customer should look for.

Release notes should give special consideration to components that aren’t part of what your development team delivered, such as a help file or user manuals prepared by a different team. Sometimes old release notes get left on the release media, which may or may not be useful to the end user. Consider what is right for your team and your application.

Packaging

We’ve talked a lot about continual integration. We tend to take it for granted and forget what good configuration management means. “Build once, deploy multiple times” is part of what gives us confidence when we release. We know that the build we tested in staging is the same build that the customer tested in UAT and is the build we release to production. This is critical for a successful release.

If the product is intended for an external customer, the installation should be easy, because the installation may be the first look at the product that customer has. Know your audience and its tolerance level for errors. How will the product be delivered? For example, if it is to be downloaded off the Internet, then it should be a simple download and install. If it is a huge enterprise system, then maybe your organization needs to send a support person with the product to help with the install.

Customer Expectations

Before we spring new software on our customers, we’d better be certain they are ready for it. We must be sure they know what new functionality to expect and that they have some means to deal with problems that arise.

Production Support

Many organizations have a production or operations support team that maintains the code and supports customers after it’s in production. If your company has a production support team, that group is your first customer. Make it your partner as well. Production support teams receive defect reports and enhancement requests from the customers, and they can work with your team to identify high-risk areas.

Very often the production support team is the team that accepts the release from the development team. If your organization has this type of hand-off, it is important that your development team works closely with the production support team to make it a smooth transition. Make sure the production support team understands how to use the system’s log files and the messaging and monitoring systems in order to keep track of operations and identify problems quickly.

Understand Impact to Business

Every time a deployment to production requires an outage, the product is unavailable to your customer. If your product is a website, this may be a huge impact. If your product is an independent product to be downloaded onto a PC, the impact is low. Agile teams release frequently to maximize value to the business, and small releases have a lower risk of a large negative impact. It’s common sense to work with the business to time releases for time periods that minimize disruption. Automate and streamline deployment processes as much as possible to keep downtime windows small. A quick deployment process is also helpful during development in short iterations where we may deploy a dozen times in one day.

International Considerations

Markus Gärtner, an “agile affected” testing group lead, explains his team’s approach to timing its releases:

We build telecommunications software for mobiles, so we usually install our software at night, when no one is likely to make calls. This might be during our office hours, when we’re handling a customer in Australia, but usually it is during our nighttime.

My colleagues who do the actual installation—there are three within our team—are most likely to appear late during next day’s office hours because we don’t have a separate group for these tasks.

As businesses and development teams become more global, release timing gets more complicated. Fortunately, production configurations can make releases easier. If your production environment has multiple application servers, you may be able to bring them down one at a time for release without disrupting users.

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