Release Checklist v3.7.0

[DavidGoldwasser]

Tentative Schedule

	Code Freeze	Release Candidates	Release
EnergyPlus
EnergyPlus 23.2.0	2023-09-15	2023-09-22	2023-09-29
OpenStudio
OpenStudio SDK v3.7.0	2023-09-29	2023-10-16	2023-11-10
OpenStudio Server v3.7.0	2023-10-06	2023-10-23	2023-11-10
OpenStudio PAT v3.7.0	2023-10-06	2023-10-30	2023-11-10
OpenStudio Standards Gem	2023-09-29	2023-10-06	2023-10-13
OpenStudio Extension Gem	2023-09-29	2023-10-06	2023-10-13
openstudio-measure-tester-gem	2023-09-29	2023-10-06	2023-10-13
openstudio-workflow_gem	2023-09-29	2023-10-06	2023-10-13
openstudio-analysis_gem	2023-09-29	2023-10-23	2023-11-10
openstudio-aws_gem	2023-09-29	2023-10-23	2023-11-10
some urbanopt gems?	2023-09-29	2023-10-23	2023-11-10
Measure Gems
openstudio-model-articulation-gem	2023-10-13	2023-10-27	2023-11-17
openstudio-aedg-gem	2023-10-13	2023-10-27	2023-11-17
openstudio-load-flexibility-measures-gem	2023-10-13	2023-10-27	2023-11-17
openstudio-ee-gem	2023-10-13	2023-10-27	2023-11-17
openstudio-common-measures-gem	2023-10-13	2023-10-27	2023-11-17
openstudio-calibration-gem	2023-10-13	2023-10-27	2023-11-17
Other Measure Repositories
BESTEST-GSR	2023-11-17	2023-11-24	2023-12-01

OS SDK v3.7.0 Checklist

• Release standards gem (0.5.0), Matt
• Release workflow gem (2.X.X), Nicholas
• Release extension gem (0.7.0), Nicholas
• Release measure tester gem (0.X.X), Nick
• Release analysis gem (0.X.X), Brian
• Release aws gem (0.X.X), Brian
• Release required URBANopt gems used for OSAF (0.X.X), Katherine
• Update to latest TBD gem (X.X.X), Wenyi
• Double check gem files for correct versions of standards and workflow gems, Wenyi
• Build openstudio-gems tar.gz for develop and upload to s3., Wenyi
• Update to EnergyPlus 23.2
  • Update to EnergyPlus 23.2.0 #4934
  • E+ 23.2.0: Wrap DistrictHeating:Steam #4941
• Update resources and library files (if needed), Julien
  • Re-export resources/utilities/SqlFile/1ZoneEvapCooler-V23-1-0.idf with official E+
• Run Regression Tests, Julien
  • Do with openstudio SDK
  • Investigate regression tests failures #4977
• 3.7.0 critical tagged issues fixed
  • E+ 23.2.0: Wrap DistrictHeating:Steam #4941
  • WaterToAirHeatPumpEquationFit curves do not support Table:Lookup #4946
  • Ruby/Python Workflow crash #4945
  • CoilCoolingDX::clone crashes when called with another model #4544
  • Support use of openstudio measure --run_tests for Python measures which in turn uses measure testing gem #4907
  • Port Measure Manager to C++ (make sure solution for tools that currently call Measure Manager directly instead of through the CLI #4929
  • ControllerWaterCoil not connected to CoilCoolingWater within CoilSystemCoolingWaterHeatExchangerAssisted if coil added to plant loop before coil system added to air loop #4895
• Look at open OpenStudio PRs
• Create Ubuntu 2004, Ubuntu 2204, Centos7, Darwin, and Windows untested build zips and upload to S3, Wenyi
• Run BEST tests with new installer, Dareum
• Run Standards Tests with new installer, Matt
• Run hpxml tests with new installer, Scott
• Run resstock tests with new installer, Joe
• Run Measure tests with new installer, Joe, David
  • openstudio-model-articulation-gem
  • openstudio-aedg-gem
  • openstudio-load-flexibility-measures
  • openstudio-common-measures-gem
  • openstudio-calibration-gem
  • openstudio-ee-gem
• Release OpenStudio Measures, Nicholas
• Run UrbanOpt example project with new installer, Wenyi
• Create Carrier 64/32 bit Nuget package and upload to nuget.org, Wenyi (Now with cmake build)
  • CSharp Fixes for 3.7.0 release #5049 (comment)
• Test server changes with build zips, Wenyi
• Create Release Notes. API changes (if needed), Wenyi
  • Gather key new features from team for release notes, David
• Update SDK docs (if needed), Wenyi
• Release server (merge to master) Wenyi
• Build Server packages, post on S3, Wenyi - Windows, Wenyi - Mac
• Update the server SHA in PAT, Wenyi
• PAT installer, Wenyi