287 lines
12 KiB
ReStructuredText
287 lines
12 KiB
ReStructuredText
OpenStack DefCore Process 2015B
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================================
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:Status: draft
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:Replaces: 2015A
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This document describes the DefCore process required by the OpenStack
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bylaws and approved by the OpenStack Technical Committee and Board.
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Expected Time line:
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---------------------------------------
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+------------+-----------+--------------------------------------+-----------+
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| Time Frame | Milestone | Activities | Lead By |
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+============+===========+======================================+===========+
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| -3 months | S-3 | Draft status | DefCore |
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+------------+-----------+--------------------------------------+-----------+
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| -2 months | S-2 | ID new Capabilities | Community |
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+------------+-----------+--------------------------------------+-----------+
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| -1 month | S-1 | Score Capabilities | DefCore |
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+------------+-----------+--------------------------------------+-----------+
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| Summit | S | Review status | Community |
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+ + +--------------------------------------+-----------+
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| | | Advisory/Deprecated items selected | DefCore |
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+------------+-----------+--------------------------------------+-----------+
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| +1 month | S+1 | Self-testing | Vendors |
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+------------+-----------+--------------------------------------+-----------+
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| +2 months | S+2 | Test Flagging | DefCore |
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+------------+-----------+--------------------------------------+-----------+
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| +3 months | S+3 | Approve Guidance | Board |
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+------------+-----------+--------------------------------------+-----------+
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Note: DefCore may accelerate the process to correct errors and omissions.
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Process Definition
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--------------------------------------
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The DefCore Guideline process has two primary phases: Draft and Review.
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During the Draft phase (A), the DefCore Committee is working with community
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leaders to update and score the components of the guideline. During the
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Review phase (B), general community and vendors have an opportunity to
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provide input and check the guidelines (C) against actual implementations.
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Review phase ends with Board approval of the draft guideline (D).
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This section provides specific rules and structure for each phase.
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NOTE: To ensure continuity of discussion, process components defined below
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must _not_ reuse numbers in future revisions. The numbering pattern
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follows draft, section and sub-item numbering, e.g.: 2015A.B2.2. This
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requirement may create numbering gaps in future iterations that will help
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indicate changes.
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Guidelines Draft Phase (A)
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^^^^^^^^^^^^^^^^^^^^^^^^^^
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Starting: S-3
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A1. New Guidelines Start From Previous Guidelines
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1. New Guidelines start from the previous Board approved document.
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2. New Guidelines are given the preliminary name of the target year and
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.next. (ref section D4)
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A2. Community Groups Tests into Capabilities
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1. DefCore Committee coordinates community activities with the Technical
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Leadership to revise the capabilities based on current technical needs
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and functionality.
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2. Capabilities must correspond to projects which are part of the
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"TC-approved release" as designated by the TC (see bylaws of the
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Foundation, section 4.1(b)(iii)).
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3. Groupings may change between iterations.
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4. Tests must have unique identifiers that are durable across releases
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and changes in grouping.
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5. Tests must be under OpenStack Technical Committee governance.
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6. The DefCore committee will provide the test groupings in JSON format
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for scoring.
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7. The DefCore committee will provide a human-readable summary of
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the Guideline generated from the JSON version.
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A3. DefCore Collects Recommendations for Designated Sections
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1. Designated Sections will not be removed without being deprecated in the
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previous Guideline.
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2. Designated Sections will not be added without being advisory in the
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previous Guideline.
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3. Designated Sections will not be added or be made advisory unless the
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corresponding code base is designated as part of the "TC-approved release"
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by the Technical Committee (see bylaws of the Foundation, section
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4.1(b)(iii)).
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4. Technical leadership may, but is not required to, assist DefCore with
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defining advisory sections for projects that have advisory or required
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capabilities.
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5. Designated Sections may be sufficiently defined for Guidelines using
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general descriptions.
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6. DefCore will present A3.4 descriptions to the Board for approval.
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7. Technical leadership may, but is not required to, provide more specific
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details describing the Designated Sections for a project.
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8. Designated Sections will be included in the JSON Guideline.
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A4. DefCore Committee identifies required capabilities
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1. DefCore uses Board approved DefCore scoring criteria to evaluate
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capabilities.
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2. DefCore needs Board approval to change scoring
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criteria.
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3. Scoring criteria factor or weights cannot change after Draft is
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published.
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4. DefCore identifies cut-off score for determining that a
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capability is required.
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5. Capabilities will not be removed without being deprecated in the
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previous Guideline.
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6. Capabilities will not be added without being advisory in the previous
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Guideline.
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A5. Foundation Staff recommends OpenStack Components and OpenStack Platform
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Scope
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1. Foundation Staff recommends capabilities to include in each OpenStack
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Component.
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2. Foundation Staff recommends which Components are required for
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the OpenStack Platform.
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A6. Additional Capabilities and Tests
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1. DefCore will work with the community to define new capabilities.
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2. Test grouping for new capabilities will be included in the DefCore
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documents.
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3. DefCore will publish a list of missing capabilities and capabilities with
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inadequate test coverage.
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A7. DefCore Committee creates recommendation for Draft.
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1. DefCore Committee coordinates activities to create draft.
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2. DefCore Committee may choose to ignore recommendations with documented
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justification.
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Guidelines Review Phase (B)
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^^^^^^^^^^^^^^^^^^^^^^^^^^^
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Starting: Summit
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B1. All Reference Artifacts are reviewed via Gerrit
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1. Draft Guideline
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2. Designated sections
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3. Test-Capability groupings
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4. Flagged Test List
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5. Capability Scoring criteria and weights
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6. Not in Gerrit: Working materials (spreadsheets, etc)
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B2. Presentation of Draft Guidelines for Review
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1. DefCore will present Draft Guidelines to the Board for review.
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2. DefCore will distribute Draft Guidelines to the community for review.
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3. Foundation Staff will provide Draft Guidelines to vendors for review.
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4. A link to the Gerrit document must be provided with the review materials.
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B3. Changes to Guideline made by Gerrit Review Process
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1. Community discussion including vendors must go through Gerrit.
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2. All changes to draft must go through Gerrit process.
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3. DefCore will proxy for users who do not participate in the Gerrit process
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with attribution.
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B4. For Gerrit reviews, DefCore CoChairs act as joint PTLs
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1. Board committee members of DefCore serve as "core" reviewers (+2).
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2. Requests for changes must be submitted as patches by the requesting
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party.
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3. DefCore Committee members may proxy change requests as long as the
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requesting party is explicitly acknowledged.
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Community Review & Vendor Self-Test (C)
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^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
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Starting: S and continues past S+3
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C1. Vendor Self-Tests
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1. Vendors are responsible for executing tests identified by the
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DefCore committee.
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2. The Foundation may, but is not required to, provide tooling for
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running tests.
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3. The Foundation may, but is not required to, define a required
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reporting format.
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4. Self-test results may be published by Vendors in advance of Foundation
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review, but must be clearly labeled as "Unofficial Results - Not Yet
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Accepted By The OpenStack Foundation".
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5. Vendors who publish self-tests MUST provide them in the same format that
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would be submitted to the OpenStack Foundation but MAY provide additional
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formats if they choose to do so.
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6. Self-test results cannot be used as proof of compliance.
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C2. Vendor submits results to Foundation for review
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1. The Foundation determines the acceptable format for submissions.
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2. The Foundation has final authority to determine if Vendor meets
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criteria.
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3. The Foundation will provide a review of the results within 30 days.
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C3. Vendor Grievance Process
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1. Vendors may raise concerns with specific tests to the DefCore
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committee.
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2. The DefCore committee may choose to remove tests from a Guideline
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(known as flagging).
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3. The DefCore committee will acknowledge vendor requests to flag tests
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within 30 days.
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4. Vendors may not request flagging all tests in a capability.
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C4. Results of Vendor Self-Tests will be open
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1. The Foundation will make the final results of approved vendors
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available to the community.
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2. The Foundation will not publish incomplete or unapproved results.
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3. Only "pass" results will be reported. Skipped and failed results will
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be omitted from the reports.
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4. Reports will include individual test results, not just capability
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scoring.
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C5. API Usage Data Report
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1. The Foundation will provide DefCore committee with an open report
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about API usage based on self-tests.
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2. To the extent the data is available, capabilities beyond the DefCore
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list will be included in the report.
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C6. Only Two Approved Guidelines at a time:
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1. Vendors seeking Foundation validation are limited to using the two
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latest approved Guidelines.
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2. Since past validations are respected, older Guidelines will be
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maintained as superseded for historical reference.
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3. Guideline status progresses as follows:
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:draft: initial work, pre-summit (S-3) discussion material
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:review: as presented at summit (S) for community review
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:approved: board approved, one of the two official guidelines
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:superseded: board approved, now superseded by two latest guidelines
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Guideline Approval (D)
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^^^^^^^^^^^^^^^^^^^^^^
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Starting: S+3
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D1. Board will review and approve DefCore Guideline from draft
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1. Guidelines are set at the Platform, Component and Capability level
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only.
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2. The DefCore Committee will submit the human-readable summary of
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capabilities (see section A2[6]) to the Board for approval.
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3. By voting to approve the summary, the Board delegates responsibility
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for maintaining test groupings to the DefCore committee subject to
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the limitations described in section D2.
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4. Guidelines only apply to the identified releases (a.k.a. release
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tags).
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D2. DefCore Committee has authority on test categorization
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1. DefCore Committee can add flagged tests before and after Guideline
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approval.
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2. DefCore Committee cannot add additional Tests to Capability mappings
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after approval.
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3. DefCore Committee maintains the test to capability mappings in the
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JSON representation.
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D3. Designated sections only enforced for projects with required capabilities
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1. Designated sections may be defined for any project.
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2. Designated sections apply to the releases (a.k.a. release tags)
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identified in the Guideline.
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3. Designated sections will be included in the JSON Capabilities file
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to ensure a single source of identification.
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D4. Guidelines are named based on the date of Board approval
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1. Naming pattern will be: 4-digit year, dot (period), and 2-digit month.
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Functional Information
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======================
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:Format: RestructuredText
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:Layout: 1.0
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